© 1985 Thomas Blair DeGreve A WORKPLACE DESIGN EXPERT SYSTEM by THOMAS BLAIR DeGREVE, B.S. in I.E. A THESIS IN INDUSTRIAL ENGINEERING Submitted to the Graduate Faculty of Texas Tech University in Partial Fulfillment of the Requirements for the Degree of MASTER OF SCIENCE IN INDUSTRIAL ENGINEERING Approved C h a i r m a n of tzhe C o m m i t t e e /^ ^̂ Ŵ̂ LJJAJM-^UV^ Inn • h i OV''^^ Deaiy of the Graduate School December, 1985 1 • / f ^ ^ TABLE OF CONTENTS LIST OF TABLES iv LIST OF FIGURES v I. INTRODUCTION 1 Scope 1 Review of Previous Research 4 Expert Systems 4 M^orkplace Design 10 II. SYSTEM CONCEPTUALIZATION 15 System Components 15 The Context Tree 19 System Prototype 23 III. KNOWLEDGE ENGINEERING 24 Knowledge Acquisition 24 Knowledge Representation 26 IV. DEVELOPMENT OF THE SYSTEM 40 The Development Engine 40 Description of the Data 43 Construction of the Knowledge Base . . . . 46 The Inference Engine 47 V. CONCLUSION 51 LIST OF REFERENCES 54 1 1 APPENDIX A. DEFINITION OF KNOWLEDGE BASE PROPERTIES . . . . 56 B. LISTING OF THE KNOWLEDGE BASE 59 C. SAMPLE CONSULTATIONS 95 D. DEFINITION OF ANTHROPOMETRIC MEASUREMENTS . . . 108 1 1 1 LIST OF TABLES Table 1 : An Overview of the Key Events in the History of Artificial Intelligence Table 2: Ten Generic Categories of Expert Systems . . . 11 Table 3: Rules for Determining the Workstation Type . . 28 Table 4: Corrected Anthropometric Measurements . . . . 45 IV LIST OF FIGURES Figure 1 Figure 2 Figure 3 The Context Tree The Architecture of an Expert System . . . 20 41 Major Categories of Search Strategies used by Inference Engines 48 Figure 4: Sketch of Anthropometric Measurements . . . . 109 CHAPTER I INTRODUCTION Scope The field of ergonomics is rapidly becoming a key area of interest to employers who are concerned with providing a comfortable, safe, and pleasant working area for their employees as well as for themselves. The interest in apply- ing ergonomic principles to industrial workplaces is most likely a result of recent correlations made between the design of a workplace and employee health or productivity (Tichauer 1975, Konz 1979, Grandjean 1982). However most companies do not possess the expertise necessary for apply- ing ergonomic principles to the design of workplaces. Even with the abundance of reference material available, most facility engineers find it difficult to develop a proficien- cy in defining the work classification, analyzing the task requirements, quantifying the work force population, and finally coming up with an ergonomically sound workplace design. While theoretical research needs to continue, a practical method of putting the present knowledge to use is also important. The intention of this research is to develop a computer program called an expert system which will provide practical proficiency or expertise for the workplace designer. Expert system technology is an application of a branch 1 of artificial intelligence research concerned with develop- ing programs that use symbolic knowledge to simulate the behavior of human experts. Professor Edward Feigenbaum (1977) of Stanford University, one of the leading research- ers in expert systems, has defined an expert system as: ... an intelligent computer program that uses knowledge and inference procedures to solve prob- lems that are difficult enough to require significant human expertise for their solution. Knowledge necessary to perform at such a level, plus the inference procedures used, can be thought of as a model of the expertise of the best practi- tioners of the field. The knowledge of an expert system consists of facts and heuristics. The "facts" constitute a body of information that is widely shared, public- ly available, and generally agreed upon by experts in a field. The "heuristics" are mostly private, little discussed rules of good judgment (rules of plausible reasoning, rules of good guessing) that characterize expert-level decision making in the field. The performance level of an expert system is primarily a function of the size and the quali- ty of a knowledge base it possesses. Feigenbaum calls those who build knowledge-based expert systems "knowledge engineers" and refers to their technology as "knowledge engineering." Expert systems are knowledge- intensive computer programs with the following dimensions: expertise, symbol manipulation, uncertainty, complexity, reasoning, and explanation. They use rules of thumb, or heuristics, to focus on .the key aspects of a particular problem, manipulate symbolic descriptions of the problem, and apply reasoning to the knowledge they have been given concerning the problem, to reach a conclusion. They often consider a number of competing hypotheses simultaneously, and frequently make tentative recommendations or assign weights to alternatives. Current expert systems are confined to well- circumscribed tasks. They are not able to reason over a broad field of expertise. They cannot reason from axioms or general theories. They do not learn and, thus they are limited to using the specific facts and heuristics that they were "taught" by a human expert. They lack common sense, they cannot reason by analogy, and their performance deter- iorates rapidly when problems extend beyond the narrow task they were designed to perform. On the other hand, knowledge systems do not display biased judgments, nor do they jump to conclusions. They always attend to details, and they always systematically consider all of the possible alternatives (Harmon and King 1985). It is reasonable, then, to consider developing an expert system to assist facility engineers in the design of industrial workplaces. Workplace design is a problem domain relatively narrow enough, yet unstructured and uncertain enough to merit development of a dedicated expert system. Workplace design literature offers many guidelines and prin- ciples to the potential designer but there are no clear-cut procedures designed for direct application in an industrial setting, A workplace design expert system has the potential to utilize guidelines from the literature, borrow experience from a human expert, and apply this knowledge in a practical sense. The progress of this project was aided by reference material (Hertzberg 1972, Ayoub 1973, Konz 1979, Grandjean 1982) and the advice of Professor M. M. Ayoub, an experi- enced workplace design expert. Review of Previous Research In order to proceed with the development of a workplace design expert system, an extensive review of previous research in the areas of both expert systems and workplace design is appropriate. The following sections will summar- ize previous research in these two areas, respectively. Expert Systems As World War II ended, separate groups of British and American scientists were working to develop what is now called a computer. Each group wanted to create an electro- nic machine that could be guided by a stored program of directions and made to carry out complex numerical computa- tions. The principal British scientist, Alan Turing, argued that such a general-purpose machine would have many differ- ent uses. Turing argued that the fundamental instructions given to such a machine ought to be based on logical opera- tors, such as "and," "or," and "not." These general operators could then be used to assemble the more special- ized numerical operators needed for arithmetic calculations. Moreover, programs based on logical operators would be capable of manipulating any type of symbolic material that one might want to work with, including statements in ordi- nary language. The more practical American scientists, knowing the machine was going to be expensive to build and assuming they would not build very many, decided against using logical operators. They were confident they were building a machine that would do only arithmetic calculations; therefore, they chose to use numerical operators, such as "+", "-", and ">". This decision, which the British subsequently followed as well, resulted in large computers that are essentially very fast calculating machines. Until very recently, the decision to use numerical operators seemed like a reasonable one to most people involved with computers. However, a small group of computer scientists continued to explore the ability of computers to manipulate non-numerical symbols. At the same time, psycho- logists concerned with human problem solving sought to develop computer programs that would simulate human behav- ior. Over the years, these people have formed the inter- disciplinary subfield of computer science called artificial intelligence (AI). AI researchers are concerned with developing computer systems that produce results that would normally be associated with human intelligence (Harmon and King 1985). The applied side of artificial intelligence research includes the areas of natural language processing, robotics, and expert systems. The latter has enjoyed much success in recent years and initiated a rush to find practical applica- tions for this new technology. Table 1 presents an overview of the key events in the history of artificial intelligence with particular attention focused on expert systems research, The earliest acknowledged expert system, DENDRAL, is a chemistry expert system designed to examine a spectroscopic analysis of an unknown molecule and predict the molecular structures that could account for that particular analysis. In 1964, Joshua Lederberg, a Nobel prize-winning chemist, developed the DENDRAL algorithm. In 1965, with the aid of Edward Feigenbaum and Bruce Buchanan, the DENDRAL expert system was programmed directly in the LISP computer language (Lindsay, Buchanan, Feigenbaum and Lederberg 1980). Probably the most well-known expert system, MYCIN, is a computer program designed to provide attending physicians with advice comparable to that which they would otherwise get from a consulting physician specializing in bacteremia and meningitis infections. MYCIN was the first large expert system to perform at the level of a human expert and to pro- vide users with an explanation of its reasoning. MYCIN was developed at Stanford University in the mid-1970's (Buchanan Table 1. An Overview of the Key Event in the History of Artificial Intelligence (from Harmon and King 1985) P E R I O D Pre-World War II Pre-AI The formative years, 1955-1960 Initiation of AI The years of development, 1961-1970 Search for general problem solvers The years of specialization, 1971-1980 Discovery of knowledge based systems Rush to applications 1981- International competition and commercialization KEV E U E N T S Formal. Logic Cognitive Psychology Comjp.uters Developed N. Wiener, "Cybernetics" A.M. .Turing, ""Computing And Intelligence^ Information processing Lansuase I Dartmouth Seminar on AI,l95o General Problem Solver (GPS) LISP Heuristics Robotics Chess programs Dendral (Stanford) MYCIN (Stanford) Hearsay II (Carnegie-Mellon) MACSYMA (MIT) EMYCIN (Stanford) PROLOG PROSPECTOR (SRI) Japan's Fifth-Generation Project E.Fergenbaum, "The Fifth Generation" INTELLECT (AIC) 8 and Shortliffe 1984). A line of expert system development beginning with SAINT (Slagle 1961) culminated with MACSYMA. The design for MACSYMA was originally laid out in 1968 by Carol Engleman, William Martin, and Joel Moses at MIT and has been under continual development since 1969. MACSYMA performs differ- ential and integral calculus symbolically and excels at simplifying symbolic expressions. It incorporates hundreds of rules, each of which expresses one way to transform an expression into an equivalent. The solution to any problem requires finding a chain of rules that transforms the origi- nal expression into one that is suitably simplified (Martin and Fateman 1971). HEARSAY was developed to demonstrate the possibility of a speech-understanding system. Development began in the late 1960's at Carnegie-Mellon University. By the time the HEARSAY II project was finished in 1975, a system had been developed that could deal with a limited amount of spoken grammar and a vocabulary of about 1,000 words. HEARSAY II demonstrated the clear superiority of symbolic, heuristic methods over statistical methods in dealing with problems involving meaning (Erman et al. 1980), PROSPECTOR was developed in the late 1970's at Stanford Research Institute, International by a team" that included Peter Hart, Richard Duda, R. Reboh, K. Konolige, P. Barrett, and M. Einandi. The development of PROSPECTOR was funded by the U.S. Geological Survey and by the National Science Foun- dation. PROSPECTOR was designed to provide consultation to geologists in the early stages of investigating a site for ore-grade deposits. The program informs users of possible data interpretations and identifies additional geological observations that would be valuable to reach a more definite conclusion (Duda and Reboh 1984). PUFF was built in 1979 using the EMYCIN knowledge sys- tem building tool at Stanford University. PUFF was designed to interpret measurements from respiratory tests admini- stered to patients in a pulmonary function laboratory. PUFF interprets a set of test results and produces a written statement that includes a set of interpretations and a diag- nosis for the patient (Aikens, 1984). Recent systems built since 1980 are mostly commercial systems and include the following: XCON (RI) and XSEL— knowledge systems that help configure computer systems for clients, GENESIS--a package of systems that help molecular geneticists plan DNA experiments, DELTA/CATS--an expert sys- tem that aids locomotive maintenance personnel, and DRILLING ADVISOR--an expert system that helps oil rig supervisors to solve problems. There are many tools available commercially to help build expert systems. Most tools provide an inferencing mechanism along with the means for the user to enter his knowledge base. Some tools provide help screens and debugg- 10 ing utilities. A list of some of the current expert system development tools include: EXPERT, KES, 0PS5, S.l, TIMM, ART, KEE, LOOPS, ES/P ADVISOR, Expert Ease, INSIGHT, M.l, and Personal Consultant, Most expert systems fall into ten generic categories of knowledge engineering applications. These ten categories, presented in Table 2, are based on the types of problems that different expert systems address. The subject system of this thesis falls into the Design-type category. v̂ Workplace Design Interest in industrial workplace design can be traced back to the 1880's when Frederick Taylor and Frank and Lillian Gilbreth began their work with time and motion studies. The primary objective of their work involved mea- suring and improving worker productivity. Consequently, they recognized the importance of workplace design, but they did not recognize its full importance. Das and Grady (1983) recognize the following five objectives in designing indus- trial workplaces: /I. Measure and improve worker productivity; 2. Enhance worker satisfaction and job attitudes; 3. Reduce operator fatigue; 4. Improve working environments; 5. Minimize worker safety hazards.\ 11 TABLE 2: Ten Generic Categories of Expert Systems (from Hayes-Roth et al. 1983) CRTEGORV INTERPRETATION PREDICTION DIAGNOSES DESIGN PLANNING MONITORING DEBUGGING REPAIR INSTRUCTION CONTROL PROBLEMS THEV RDDRESS Inferring situation descriptions from sensor data Inferring likely consequences of given situations Inferring system malfunctions from observables Configuring objects under constraints Designing actions Comparing observations to plan vulnerabilities Prescribing remedies for malfunctions Executing a plan to adminiter a prescribed remedy Diagnose, debug, and repair student behavior Interpret, pred., repair, and monit. syst. behavior 12 Maynard (1934) proposed two general concepts of indus- trial workplace design. The first concept was to reduce all motions used in the performance of the task to the lowest possible class. He defined five general classes ranging from the highest: finger, wrist, forearm, upper arm, and body motion to the lowest class which involved only finger motion. Maynard's second concept was to define the normal and maximum work areas in the horizontal and vertical planes. The normal working area in the horizontal plane was determined by arcs drawn with a sweeping motion of the arms. Only the forearms were extended, and the upper arms hung at the sides of the body. The maximum horizontal work area was determined in a similar fashion with the arms fully extend- ed. The normal work area in the vertical plane included the area defined by arcs in the sagittal plane drawn by the forearms hinged at the elbows. Similarly, the maximum ver- tical work area was determined by drawing arcs with the arms fully extended and hinged at the shoulders. The workplace layouts provided by Maynard were dimensionless and, there- fore, of little use to a designer until Barnes (1940) applied dimensions to Maynard's layouts. Woodson and Conover (1964) recommended that anthropo- m etric measurements of the largest worker should be used to determine workplace clearances, while those of the smallest worker should be used to determine limits of reach. They also cautioned the designer to make allowances for clothing, 13 which add to the clearance requirements and cause restric- tion of movement. Konz (1967) conducted an experiment to investigate the effects of work surface heights on performance. Konz con- cluded that the best working height for a standing operator is about 2.5 cm below the elbow. Ayoub (1973) recommended work surface heights for the standing and seated operator as a function of the work classification. He proposed three classifications of standing work and four classifications of seated work. Grandjean (1982) has made similar work surface height recommendations. V In order to design a successful industrial workplace, Ayoub (1973) encouraged designers to follow ten ergonomic guidelines: 1. Reduce the static component of work. 2. Do not overload the muscular system. 3. Strive to achieve the best mechanical advantage. 4. Eliminate extreme positions of the joints. 5. Reduce unusual and stressful postures. 6. Maintain a good seating arrangement. 7. Permit change of posture on the job. 8. Accommodate large operators and give them enough space. 9. Train the operator to use the facilities. 10. Match operator capacities with the job demands. In addition, Ayoub et al. (1982) examined the situa- tions in which the operator should sit at the workplace, 14 stand at the workplace, or alternately sit and stand at the workplace. A. Seating is recommended at the workplace when: (1) All items needed in the short-term task cycle can be easily supplied and handled within the seated workspace. (2) The items being handled do not require the hands to work at an average level of more than 15 cm above the work surface. (3) No large forces are required, such as handling weight greater than 4.5 kg. (4) Fine assembly or writing is done for a majori- ty of the shift. B. Standing is recommended at the workplace when: (1) The workplace does not have knee clearance for a seated operator. (2) Objects weighting more than 4.5 kg are handled. (3) High, low, or extended reaches, such as those in front of the body, are required frequently. (4) Operations are physically separated and require frequent movement over a large area. (5) Downward forces must be exerted, as in packing and wrapping operations. C. Sit/Stand workplaces are considered in these instances: (1) Repetitive operations are done with frequent reaches more than 41 cm forward and/or more than 15 cm above the work surface. (2) Multiple tasks are performed, some best done sitting and others best done standing. CHAPTER II SYSTEM CONCEPTUALIZATION In order to conceptualize a complex, knowledge-based workplace design system one must establish many design goals and ideals. In the case of the subject workplace design system, goals and ideas were chosen to outline the system's potential functionality, usability, and accuracy. Develop- ing the ideal workplace design system would involve hardware, expertise, time, and resources beyond the scope of a master's thesis project; however, the aim of this project is to conceptualize an ideal system and outline the proce- dures required to develop the system. After performing the essential research and ground work required to begin development of the system, a subset of the conceptualized system was selected for prototyping. The working prototype can be tested and can serve as a basis for further research and development toward the completion of the ideal system. System Components The conceptualized workplace design system referred to above consists of three main components. These components are independent in a sense that they are not all necessary to build a workplace design system; yet the integration of all three components will provide the optimum environment for development of the ideal system. The three system com- 15 16 ponents are listed below. 1. Intelligent Software 2. Symbolic Processing Hardware 3. Interactive Graphic Interface The intelligent software component of the system ensures that, during the design phase, the user adheres to accepted ergonomic concepts and principles. The software's functionality and interactiveness are such that even a novice unfamiliar with workplace design criteria can use the system and achieve optimum results. The inherent intelli- gence of the software aids the user in solving problems requiring human judgment, experience, reasoning, and/or expertise. The intelligence of the software lies in the set of knowledge-based rules contained in the system. These rules allow the system to reason and to "think" like an expert in the field of workplace design. The system can interact with the user, make conclusions during the consultation session, and respond by providing an ergonomically sound workplace design. In addition, the system can justify the design for the user by recalling the internal knowledge that the con- clusions were based on. The software acts as an aid to the workplace design engineer. By modeling the engineer's particular workplace characteristics and associated constraints, the software can 17 provide expert advice early in the design phase. The advice can range from suggestions to increase mechanical advantage to an actual layout drawing of the proposed workplace facil- ity. Use of the system will ensure that ergonomic problems do not arise during the workplace implementation phase. This intelligent consulting service can not only save design time, but it can save money by eliminating design errors. The second component of the ideal workplace design sys- tem is symbolic processing hardware. This type of computer hardware enables optimum, efficient functioning of intelli- gent software coded in symbolic languages such as LISP or PROLOG. Conventional computers excel at problems that can be expressed in numerical terms and which lend themselves to repetitive, algorithmic solutions. However, traditional computing has not been effective in dealing with unstruc- tured problems, interpreting information, using rules of thumb gained by experience, or dealing with uncertain or incomplete information. Symbolic processing is a technique that has been developed to address these problems. It refers to the utilization by computers of information and knowledge represented by symbols, analogous to the way humans reason with knowledge they possess. The special features that set symbolic processing com- puters apart from conventional computers typically include a dedicated processor designed to optimize execution of sym- bolic code, large virtual address space, large amounts of 18 physical memory, a high-resolution graphics display, and a high-performance mass storage device. Symbolic* processing hardware might be customized for the ideal workplace design system by reducing some of the knowledge sets to microchips, which might be inserted in the system's hardware. This would increase the speed and efficiency of the system. At present, no computer system exists that could be easily customized as a dedicated workplace design system. However, there are now computer systems available that util- ize symbolic processing technology. Some of these systems include the Texas Instruments Explorer, the Xerox 1100, the Symbolics 3600, the LMI Lambda, and the Apollo system. An interactive graphic interface is the third component of the ideal workplace design system. Conceptually, this device enables a graphic interactivity between the system and the user. The primary graphic output of the system is a dimensioned drawing of the workplace layout. A side view, a top view, and a three-dimensional representation showing how the operator fits into the workplace facility is included. After the system has provided the initial design, the user can customize or modify the design, based on any physical constraints he may be confronting. If any significant changes are made to the design, the system responds by high- lighting the problem areas such as reduced thigh clearance or reduced knee clearance. The severity of the problem is noted graphically and any consequential reduction in the 19 accommodated work force population will be indicated. The Context Tree The conceptualized ideal system can be pictured as a tree of interlocking knowledge sets or contexts. Texas Instruments (1985) defines a context as a structural unit used to separate the information in a knowledge base accord- ing to main concepts or parts. If a knowledge base is thought of as a file cabinet full of information pertaining to one subject area or domain, the contexts are the drawers that are organized according to major divisions of informa- tion. Contexts have parameters associated with them that store pieces of information used in the knowledge base. A special set of parameters, called goals, is attached to each context. After the values of all the goal parameters have been found, the context is exited. The context tree for the conceptualized workplace design system is presented in Figure 1. In a context tree a parent context is the context one level higher than the child context. The parent context of the subcontext entitled Physiological Design is the subcontext entitled Biomechanical Design. The root context. Dimensional Design, has no parent. The context called Other Ergonomic Consider- ations has no child context but has the root context as its parent. A context's ancesto-rs include all the contexts that are in the direct line to the root context and including the 20 D I M E N S i O N R L D E S I G N B I O M E C H R N I C R L D E S I G N OTHER E R G O N O M I C C O N S I D E R R T I O N S P H V S I O L O G I C R L D E S I G N FIGURE 1 . The C o n t e x t T r e e 21 root context. A child context automatically inherits all the parameters of its ancestor contexts. When a context inherits the parameters of another context, it means that it can share the use of those parameters with the other con- text . The root context. Dimensional Design, has many goal parameters associated with it. These include the type of workstation, the work surface height range, the chair height range, the footrest height range, the normal and maximum vertical reach, and the normal and maximum horizontal reach. In order to ascertain these values the system uses informa- tion such as the defined work force population, anthropometric measurements from that population, the class- ification of the work to be performed at the workplace, the physical constraints of the workplace, and the mathematical model developed by the author. The Biomechanical Design context more closely examines the dynamic components of the work. Factors such as the number of objects to be handled, object size, object weight, frequency of lift or movement, vertical or horizontal dis- tance of movement, and distance between the object and the body are analyzed in this context. Goals for this context include the acceptable production rate at the workplace, the efficient arrangement of objects within the workplace, and any restrictions on the work force pertaining to operator fitness, muscular strength, or age. (An expert system that 22 analyses manual lifting tasks has been developed by Karwowski et al. [1985].) The purpose of this context is to provide optimum mechanical advantage for the operator and to ensure that he is in no immediate danger of over-exertion, injury, or disability. The Physiological Design context examines the energy requirements of the task to be performed at the workplace. Based upon a description of the motion components of the task and information gained from ancestor contexts, this context calculates the net energy requirements of the task in kilocalories per minute. Several models (Garg et al. 1978, Asfour 1980) have been developed that enable this type of analysis. An evaluation of worker capacity is also included in this context. The user can rely on the internal physiological capacity data base (Astrand 1977) or he can enter data collected from his specific work force popula- tion. The goal parameters for this context include the expected endurance time at this task, the required resting time, and the recommended number of rest periods for an eight hour shift. The final context. Other Ergonomic Considerations, is designed to provide informational guidelines that should be followed during the workplace design and implementation phases. This context provides guidelines concerning design of the interface between the operator and the workplace. Advice about the machine controls, displays, warning indica- 23 tors, and other ergonomic and safety factors are presented. In addition, this context is knowledgable in national and international safety standards regarding the handling of toxic, hazardous, or radioactive materials; heat stress; cold stress; noise; lighting; and vibration. System Prototype After conceptualization of the ideal workplace design system, a subset of the system was selected for prototyping. Neither the equipment nor the expertise to customize symbol- ic processing hardware or to design an interactive graphic interface device was immediately available. Therefore, it was decided that development of the system's intelligent software would be pursued. This pursuit was aided by the availability of a Texas Instruments Portable Professional Computer and the Personal Consultant Expert System Develop- ment Tool. The system's root context. Dimensional Design (as shown in Figure 1), was the subset selected for proto- typing. Subsequent chapters of the thesis describe the data that was used, outline the knowledge engineering activities that were performed, and detail the development of the pro- totype knowledge base and the use of its inference engine. CHAPTER III KNOWLEDGE ENGINEERING Knowledge engineering is perhaps the most important phase of developing an expert system. Knowledge engineers acquire knowledge from a human expert and other sources and then embed that knowledge in an expert system. The process of knowledge engineering involves knowledge acquisition and knowledge representation. Knowledge is acquired through an extensive interview with a human expert to determine the thought processes he has when he solves a problem in the defined domain. Knowledge is represented by modeling those thought processes in the form of a knowledge base which in turn can be used by an inference engine to artificially reach the same solutions. This chapter describes the know- ledge engineering procedures that were used to develop a workplace design expert system. Knowledge Acquisition The primary source of knowledge was Professor Ayoub, an experienced workplace design expert. In order to acquire his knowledge, it was necessary to discuss his methods of approaching an industrial workplace design project. Inter- view questions were designed to establish the initial data that is required to begin a design project and what the out- put of such a project should consist of. In addition, example design projects were presented to Professor Ayoub so 24 25 that he could apply his expertise to these problems and reach satisfactory solutions. His knowledge and thought processes were examined in a step by step fashion as he made intermediate conclusions in solving the example projects. It is most helpful to have the human expert state his knowledge and thought processes in the form of IF/THEN statements. Consequently, the expert's knowledge can be acquired in a systematic, logical manner. If the expert's knowledge is acquired in this manner, it is relatively easy to represent his knowledge in a dynamic knowledge base that can be utilized by the inference engine. It was established that anthropometric measurements from the population to be accommodated at the workplace are the most important initial data required to begin a design. In addition, the classification of the work to be performed at the workplace is important, whether it is precision work, light work, heavy work, or VDT/keyboard operation. In order to establish what type of workstation to design (sit, stand, or sit/stand combination) it is necessary to find out if the operator is required to use foot controls, if he is required to cover a large work area, and to specify his reach requirements in terms of distance and frequency. Finally, it is important to decide what range of operators will be accommodated at the workplace. It is decided that a realis- tic goal of a workplace design expert system is to design for a range that would accommodate the U. S. industrial pop- 26 ulation from the 5th to the 95th percentiles, unless the design is restricted by physical constraints or specific anthropometric measurements entered by the user. Knowledge Representation Once the workplace design knowledge had been acquired it was necessary to represent the knowledge in a usable form. Thought processes were modeled by logical rules called modus ponens rules. The application of these rules is such that when A is known to be true and if a rule states, "If A, then B," it is valid to conclude that B is true. Stated differently, when we discover that the premis- es of a rule are true, we are entitled to believe the conclusions. Modus ponens is the basic inferencing strategy used by most expert systems. In addition, most expert systems apply these rules to knowledge represented as pbject-attribute-value (0-A-V) triplets. In the case of the workplace design expert sys- tem, the object is the root context, Dimensional Design. Attributes are equivalent to parameters. An example of a parameter might be Chair-Height. Values are the text or numerical denotations assigned to parameters. For example, the parameter, Chair-Height, might have the value 49.5 centimeters. 0-A-V triplets are used to store informa- tion in a knowledge base, while rules are used to infer conclusions from the knowledge base. 27 In order to represent the knowledge required to make a decision on what type of workstation to design, the set of rules presented in Table 3 were developed. The outcome of a rule depends on the value of the work classification para- meter, the foot controls parameter, and the large work area parameter. In general, the aim of this set of rules is to conclude the workstation type as a sit/stand combination unless restricted by one or more of the premise parameters. The knowledge required to determine the physical dimen- sions of the workplace is represented by another set of rules. In order to discuss these rules, the following para- meters must be defined. Goal Parameters: WSU - the upper work surface height; WSL - the lower work surface height; CHU - the upper chair height; CHL - the lower chair height; FRU - the upper footrest height; FRL - the lower footrest height; NVR - the normal vertical functional reach; MVR - the maximum acceptable vertical reach; NHR - the normal horizontal functional reach; MHR - the maximum acceptable horizontal reach; Other Parameters: SH0ULDER5 - the smallest standing shoulder height; 28 TABLE 3. Rules for Determining the Workstation Type IF: Work-Class Foot-Controls Precision yes Precision Precision Precision P Light-Work 1 Light-Work Light-Work Light-Work Heavy Work Heavy Work Heavy Work Heavy Work VDT/Keyboard VDT/Keyboard VDT/Keyboard VDT/Keyboard yes no no yes yes no no yes yes no no yes yes no no Lar^e-Area yes no no yes yes no no yes yes no no yes yes no no yes THEN: Station-Tvoe Sit/Stand Sit Sit/Stand Sit/Stand Sit/Stand Sit Sit/Stand Sit/Stand Sit/Stand Sit/Stand Stand Stand Sit/Stand Sit Sit Sit/Stand / / / / ^ / / / / / -^ 29 SH0ULDER95 - the largest standing shoulder height; / SITTING-SH0ULDER5 - the smallest dimension from buttocks to shoulder; B0DY-DEPTH95 - the largest body depth dimension; THIGH-WIDTH5 - the smallest thigh clearance dimension; THIGH-WIDTH95 - the largest thigh clearance dimension; F0REARM5 - the smallest forearm length; /̂ ARM5 - the smallest arm length; ^ ELB0W5 - the smallest standing elbow height; J ELB0W95 - the largest standing elbow height; SITTING-ELB0W5 - the smallest dimension from buttocks to elbow; SITTING-ELB0W95 - the largest dimension from buttocks to elbow; P0PLITEAL5 - the smallest popliteal height; P0PLITEAL95 - the largest popliteal height; CI - correction factor applies to a Sit work surface; C2 - correction factor applies to Stand or Sit/Stand '^ work surfaces. The aim of the following set of rules is to accommodate the entire workforce population range at the workplace. It must be kept in mind that an operator with the smallest measurement for one parameter does not necessarily have the smallest measurement for the other parameters. For example, an operator might have the smallest popliteal height but the largest body-depth dimension. Therefore, these rules were developed with this knowledge in mind. The first rule applies to all workplaces. 30 If: STATION - TYPE = SIT OR STAND OR SIT/STAND Then: NHR = F0REARM5 - 1/2 (B0DY-DEPTH95) MHR = ARM5 - 1/2 (B0DY-DEPTH95) The next group of rules apply to fully adjustable work- places in which the work surface height, chair height, and footrest height are all adjustable. If: STATION-TYPE = SIT Then: WSU = P0PLITEAL95 + SITTING-ELB0W95 + CI WSL = P0PLITEAL5 + SITTING-ELB0W5 + CI CHU = P0PLITEAL95 CHL = P0PLITEAL5 FRU = CHU - P0PLITEAL5 FRL = 0 NVR = CHL + SITTING-ELB0W5 + F0REARM5 MVR = CHL + SITTING-SH0ULDER5 + ARM5 I If: STATION-TYPE = STAND Then: WSU = ELB0W95 + C2 WSL = ELB0W5 + C2 CHU, CHL, FRU, FRL = NONE NVR = ELB0W5 + F0REARM5 MVR = SH0ULDER5 + ARM5 If: STATION-TYPE = SIT/STAND Then: WSU = ELB0W95 + C2 WSL = ELB0W5 + C2 CHU = ELB0W95 - SITTING-ELB0W5 31 CHL = ELB0W5 - SITTING-ELB0W95 FRU = CHU - P0PLITEAL5 FRL = 0 NVR = ELB0W5 + F0REARM5 MVR = SH0ULDER5 + ARM5 The next group of rules apply to workplaces in which a workplace that includes a chair with no height adjustment feature. In order to accommodate the entire range of opera- tors, the work surface height and the footrest height must be adjustable. Since the chair height is stationary, the CHU parameter will hold the value for the fixed chair height and the CHL parameter will be neglected. If: STATION-TYPE = SIT Then: CHU = P0PLITEAL95 CHL = NONE WSU = CHU + SITTING-ELB0W95 + CI WSL = CHU + SITTING-ELB0W5 + CI FRU = CHU - P0PLITEAL5 FRL = 0 NVR = CHU + SITTING-ELB0W5 + F0REARM5 MVR = CHU + SITTING-SH0ULDER5 + ARM5 If: STATION-TYPE = STAND Then: CHU, CHL = NONE WSU = ELB0W95 + C2 32 WSL = ELB0W5 + C2 FRU, FRL = NONE NVR = ELB0W5 + F0REARM5 MVR = SHOULDERS + ARM5 If: STATION-TYPE = SIT/STAND Then: CHU = ELB0W95 - SITTING-ELBOWS CHL = NONE WSU = CHU + SITTING-ELB0W95 + C2 WSL = CHU + SITTING-ELB0W5 + C2 FRU = CHU - P0PLITEAL5 FRL = 0 NVR = ELB0W5 + FOREARMS MVR = SHOULDERS + ARMS The next group of rules apply to workplaces in which the work surface height is fixed. These rules enable the design of a workplace that includes a work surface or table with no height adjustment feature. In order to accommodate the entire range of operators, the chair height and the footrest height must be adjustable. Since the work surface height is stationary, the WSU parameter will hold the value for the fixed work surface height, and the WSL parameter will be neglected. For the cases in which the workstation type is stand or sit/stand, the footrest dimensions refer to an adjustable platform on which the operator can adjust him- self to the fixed work surface. Determining workplace 33 dimensions for this group of rules is more difficult because the relative position of the elbow, buttocks, or foot must be solved for in relation to the fixed work surface. If: STATION-TYPE = SIT Then: WSU = P0PLITEAL9S + SITTING-ELB0W95 + CI WSL = NONE Equating at the elbow, CHU + SITTING-ELBOWS = WSU - CI and by substitution, CHU = P0PLITEAL9S + SITTING-ELB0W9S - SITTING-ELBOWS CHL = P0PLITEAL9S FRU = CHU - POPLITEALS FRL = 0 Equating at the elbow, NVR - FOREARMS = WSU - CI and by substitution, NVR = P0PLITEAL95 + SITTING-ELB0W95 + FOREARMS Equating at the buttocks, MVR - SITTING-SHOULDERS - ARMS = CHL and by substitution, MVR = P0PLITEAL9S + SITTING-SHOULDERS + ARMS If: STATION-TYPE = STAND Then: WSU = ELB0W9S + C2 WSL = NONE 34 CHU, CHL = NONE Equating at the foot, FRU = WSU - C2 - ELBOWS and by substitution, FRU = ELB0W9S - ELBOWS FRL = 0 Equating at the elbow, NVR - FOREARMS = WSU - C2 and by substitution, NVR = ELB0W95 + FOREARMS Equating at the foot, MVR - SHOULDERS - ARMS = WSU - C2 - ELB0W9S and by substitution, MVR = SHOULDERS + ARMS STATION-TYPE = SIT/STAND Then: WSU = ELB0W9S + 0 2 " ^ WSL = NONE Equating at the elbow, CHU + SITTING-ELBOWS = WSU - C2 and by substitution, .CHU = ELB0W9S - SITTING-ELBOWS Similarly, CHL = ELB0W95 - SITTING-ELB0W9S FRU = CHU - POPLITEALS FRL = 0 35 Equating at the elbow, NVR - FOREARMS = WSU - C2 and by substitution, NVR = ELB0W9S + FOREARMS Equating at the buttocks, MVR - SITTING-SHOULDERS - ARMS = CHL and by substitution, MVR = ELB0W9S - SITTING-ELB0W95 + SITTING-SHOULDERS + ARMS The next group of rules apply to workplaces in which all dimensions are fixed. These rules enable the design of a workplace that includes a work surface, chair, and foot- rest with no height adjustment features. Obviously, this type of design cannot accommodate the entire range of opera- tors. Specifically, a percentage of the workforce population will be excluded from the workplace due to thigh clearance restrictions. In addition, closer examination of the previous rules indicate that possible restrictions could result depending on the thickness of the work surface A set of rules that calculates the severity of the thigh clearance restriction will be presented after the following group of rules. Since the height dimensions of the follow- ing three rules are stationary, the WSU, CHU, and FRU parameters will hold the values for those fixed dimensions, and the WSL, CHL, and FRL parameters will be neglected. 36 If: STATION-TYPE = SIT Then: WSL, CHL, FRL = NONE WSU = P0PLITEAL95 + SITTING-ELB0W9S + CI CHU = WSU - CI - 1/2 (SITTING-ELBOWS + SITTING-ELB0W9S) FRU = CHU - 1/2 (POPLITEALS + P0PLITEAL95) NVR = CHU + SITTING-ELBOWS + FOREARMS MVR = CHU + SITTING-SHOULDERS + ARMS If: STATION-TYPE = STAND Then: WSL, CHL, FRL = NONE WSU = ELB0W9S + C2 CHU = NONE FRU = WSU - C2 - 1/2 (ELBOWS + ELB0W9S) NVR = FRU + ELBOWS + FOREARMS MVR = FRU + SHOULDERS + ARMS If: STATION-TYPE = SIT/STAND Then: WSL, CHL, FRL = NONE WSU = ELB0W95 + C2 CHU = WSU - C2 - 1/2 (SITTING-ELBOWS + SITTING-ELB0W9S) FRU = CHU - 1/2 (P0PLITEAL5 + P0PLITEAL95) NVR = CHU + SITTING-ELBOWS + FOREARMS MVR = CHU + SITTING-SHOULDERS + ARMS The correction factors, CI and C2, are used to modify the work surface height based on the classification of the 37 work to be performed at the workplace. For example, preci- sion work requires a work surface above the elbows and closer to the eyes, while heavy work requires a work surface below the elbows to allow exertion of greater forces. The rules that determine the CI and C2 values are listed below. If: WORK-CLASS = PRECISION-WORK Then: CI = +12 cm. C2 = +8 cm. If: WORK-CLASS = LIGHT-WORK Then: CI = +5 cm, C2 = -5 cm. If: WORK-CLASS = HEAVY-WORK Then: CI = 0 cm. C2 = -13 cm, If: WORK-CLASS = VDT/KEYBOARD-OPERATION Then: CI = 0 cm. C2 = -5 cm. As discussed previously, the completely stationary design and the other adjustable designs present possible thigh clearance restrictions. The next set of rules deter- m ines what portion of the work force population will be excluded from the workplace due to a thigh clearance problem by calculating the approximate reduction percentage. In order to make this estimation, it is assumed that the 38 distribution of thigh clearance measurements over the popu- lation range is normally distributed. Before these rules can be discussed, the following parameters must be defined, TABLE-THICKNESS - vertical thickness of the work surface; THIGH-TEST - determines the existence of a thigh clearance problem; THIGH-CUT - severity of the restriction in centimeters; THIGH-POPS - the smallest thigh width/popliteal combination; THIGH-P0P9S - the largest thigh width/popliteal combination; MU-HAT - the estimated distribution mean; SIGMA-HAT - the estimated distribution standard deviation; THIGH-CRITICAL - the calculated distribution Z value. If: DESIGN-TYPE = STATIONARY, and THIGH-WIDTH9S > (WSU - TABLE-THICKNESS) - CHU Then: THIGH-TEST = YES If: DESIGN-TYPE = FIXED-WORK-SURFACE, and STATION-TYPE = SIT/STAND, and THIGH-WIDTH9S > (WSU - TABLE-THICKNESS) - CHU Then: THIGH-TEST = YES If: THIGH-TEST = YES Then: THIGH-CUT = THIGH-WIDTH9S - (WSU - TABLE-THICKNESS - CHU) THIGH-POPS = THIGH-WIDTHS + POPLITEALS THIGH-P0P95 = THIGH-WIDTH95 + P0PLITEAL9S MU-HAT = 1/2 (THIGH-POPS + THIGH-P0P9S) 39 SIGMA-HAT = (THIGH-P0P95 - MU-HAT) / 1.645 THIGH-CRITICAL = THIGH-P0P9S - THIGH-CUT If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 1.645 (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT > 1.28 Then: POPULATION-REDUCTION = < 5% If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 1,28 (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT > 1.035 Then: POPULATION-REDUCTION = 5-10% If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 1.035 (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT > .0675 Then: POPULATION-REDUCTION = 10-20% If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 0.675 (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT > 0.385 Then: POPULATION-REDUCTION = 20-30% If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 0.385 (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT > 0.125 Then: POPULATION-REDUCTION = 30-40% If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 0.125 (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT > 0 Then: POPULATION-REDUCTION = 40-50% If: (THIGH-CRITICAL - MU-HAT) / SIGMA-HAT <= 0 Then: POPULATION-REDUCTION = >50% CHAPTER IV DEVELOPMENT OF THE SYSTEM Once the knowledge for the Dimensional Design context was acquired and represented in rule form, it was possible to begin development of the system prototype. A personal computer-based expert system building tool was used to assist in the development of the system. The tool chosen was the Personal Consultant Expert System Development Tool. Personal Consultant is implemented in the IQLISP computer language. In other words, the inference engine and the knowledge engineer/user interfaces are coded in the underly- ing IQLISP language. The tool does not offer a compiler to make completed programs faster to operate. However, the existing configuration is quite adequate for the development of an expert system. Personal Consultant is composed of a development engine and an inference engine. The development engine enables the knowledge engineer to develop and main- tain the knowledge base. The inference engine enables the knowledge engineer to test the knowledge base, and it enables the user to execute a consultation. The architec- ture of a completed expert system is presented in Figure 2. The Development Engine The development engine is an interactive, window- oriented interface to the knowledge engineer that helps him to build his knowledge base into an expert system. In 40 41 K N O U I L E D G E BRSE RULES FRCTS I N F E R E N C E E N G I N E I N F E R E N C E CONTROL — z — D E U E L O P M E N T E N G I N E L D O R K I N G M E M O R V 1 1 1 1 1 1 1 1 1 1 1 1 EHPERT OR K N O U I L E D G E E N G I N E E R USER FIGURE 2 . T h e A r c h i t e c t u r e of a n E x p e r t S y s t e m ( f r o m Harmon a n d K i n g 1 9 8 5 ) 42 addition, the development engine's interactive structure editor allows on-line modification of an existing knowledge base, A knowledge base is entered by responding to prompts. The first prompt asks for the name of the knowledge base heading or domain. Then values for root context properties are prompted for, including a list of initial data and goal parameters. Once these parameter names have been entered, the development engine asks for information about the para- meters. Next, the context tree must be described by entering the descendants of the root context. At this point, rules can be inserted into the knowledge base. Rules can be entered directly in LISP or in an Abbreviated Rule Language (ARL). ARL is a BASIC-like rule specification lan- guage that simplifies the rule specification procedure for those unfamiliar with the LISP computer language. During the definition of the rules, if a parameter name is entered that has not been specified, the development engine prompts for information about the parameter. In this manner con- text, parameter, and rule properties are specified by the knowledge engineer until the knowledge base is completed. Definitions of knowledge base properties are explained in Appendix A. The main activity menu of the development engine pre- sents a list of 13 options designed to help modify or debug a knowledge base. The first option. Go, begins a consulta- tion with the specified knowledge base, and the second 43 option, Quit, ends a Personal Consultant session. The third option, Lisp, allows the knowledge engineer to activate the IQLISP interpreter if he wants to write special operations to augment the knowledge base. The Parameters, Rules, Con- texts, and Variables options allow properties associated with these entities to be entered or modified. The Func- tions option enables the knowledge engineer to define special functions written in LISP that are not immediately available in the development engine. The List option pro- vides a complete listing of the knowledge base. The Save option writes the knowledge base to a computer file. The Trace option is a debugging utility that produces a listing of the rules applied and the parameter values used in a given cojisultation. The final two options. Record and Play- back, are used to record a set of prompts with their respective responses from a given consultation and then use those responses in an automated session to detect changes in the logical flow of the knowledge base. Description of the Data A conventional computer program that accesses a data base usually stores the data in an external data file or in internal arrays. However, data used by an expert system can be inserted directly into the knowledge base with the aid of the development engine. Numerical data can be included as parameter values in rules that are needed to access the 44 data. The data base used by the workplace design expert sys- tem is a collection of anthropometric measurements taken from the U. S. military population (Hertzberg 1972). The data were derived on the basis of measurements from nude subjects. Therefore, the data were duly adjusted for cloth- ing, shoe, and other allowances which were added or subtracted to the various measurements. For the standing shoulder height, 2.5 cm were added for men's and women's shoes and 1.4 cm were added for clothing. The sitting shoulder height required an additional 0,6 cm for clothing under the buttocks. 1.0 cm was added to the body depth measurement and 2.0 cm were added to the thigh width measurement for clothing allowances. For the forearm length, 7.6 cm were subtracted for thumb and forefinger manipulation. For the arm length, 5.1 cm were subtracted to account for measurement from the back of the shoulder and 7,6 cm were subtracted for thumb and forefinger manipula- tion, 2,5 cm were added for men's and women's shoes to the standing elbow height. No allowances were given for the sitting elbow height and 2.5 cm were added to the popliteal height for men's and women's shoes (Hertzberg 1972). The corrected anthropometric data base is presented in Table 4. The workplace design expert system user can select the population that he wishes to accommodate at his workplace. The valid populations are male, female, and mixed. If the 45 TABLE 4. Corrected Anthropometric Measurements (from Hertzberg 1972, Das and Grady 1983) PARAMETER Shoulder 5 Shoulder 95 S i t t i n g - S h o u l d e r 5 B o d y - D e p t h T h i g h - l U i d t h Thigh-LDidth F o r e a r m 5 Rrm 5 Elboui 5 Elbouj 95 S i 11 i n g - E1 b 0 uj S i 11 i n g - E1 b 0 uj P o p l i t e a l 5 P o p l i t e a l 95 95 5 95 5 95 Male 1 3 8 . 0 1 5 6 . 8 5 4 . 7 3 4 . 0 1 4 . 2 1 8.5 3 7 . 1 6 8 . 3 1 0 5 . 6 1 2 0 . 4 1 8.8 2 7 . 4 4 2 . 4 4 8 . 7 VALUE (cm) Female 1 2 7 . 9 1 4 6 . 6 5 2 . 2 2 7 . 6 1 2 . 4 1 6.5 3 2 . 5 6 0 . 2 9 9 . 0 1 1 1 . 2 1 8.8 2 7 . 4 3 7 . 3 4 3 . 6 46 male population is chosen, 95th percentile male anthropo- metric measurements are used to determine clearance dimensions while Sth percentile male measurements are used to determine reach dimensions. The method is similar for the female population, /if a mixed population is chosen, 9Sth percentile male measurements are used for clearance determinations, and Sth percentile female measurements are used to calculate the reach requirements. Construction of the Knowledge Base The workplace design expert system knowledge base was constructed using the development engine as described at the beginning of this chapter. The knowledge base heading pro- perty was specified to give the knowledge base a name. Henceforth, the knowledge base will be referred to by its name, "The Ergonomist." All of the parameters used by "The Ergonomist" were defined in terms of their associated properties. See Appen- dix A for an explanation of knowledge base properties. A total of 41 parameters were defined for use by "The Ergono- mist," All parameters belong to the parameter group called Dimensional-Design-Farms. The workplace design knowledge represented in rule form and presented in Chapter III was entered directly into the knowledge base with the aid of the development engine. Since the knowledge was already organized as IF/THEN state- 47 ments, the rules were entered with very little modification A total of 57 rules were embedded in "The Ergonomist" and were grouped as follows: 6 Anthro-Rules, 16 Station-Type- Rules, 16 Dimensioning-Rules, 12 Thigh-Clearance-Rules, and 7 Data-Checking-Rules. The Inference Engine "The Ergonomist" knowledge base, when used in conjunc- tion with the inference engine, comprises the functioning workplace design expert system prototype. The inference engine controls the expert system's reasoning process as it uses the facts and rules stored in the knowledge base, as well as the information it acquired from the user. The inference engine performs two major tasks (Harmon and King 1985). First, it examines existing facts and rules, and adds new facts when possible. Second, it decides the order in which inferences are made. In doing so, the inference engine conducts the consultation with the user. To reach a conclusion about the goal parameters, the inference engine employs an inferencing strategy. Figure 3 presents the inferencing strategies that are utilized by various inference engines. Backward and forward chaining strategies can be utilized, as well as depth-first and breadth-first search strategies. Backward chaining infer- ence engines, or goal-directed systems, work backward through the knowledge base in an effort to choose an answer 48 p 2 & « (0 OQ j 2 i n 00 0) I—I W 3 O O C CO - H d) ^ • H 0 0 T 3 (U C 4-> CO CO Ji C 4-1 O CO e u x : CO a K u CO E cu o C O S-i M - l M - l > ^ O CO CO (1) CU C • H - H V̂ 0 0 O C O O W CU 4-) (U a c ( U M 50%. 81 RULE042 [THIGH-CLEARANCE-RULES] If 1) the design type is FULLY-ADJUSTABLE, or 2) the design type is FIXED-CHAIR, or 3) the workstation type is SIT, or 4) the workstation type is STAND, Then it is definite (100%) that the approximate reduction to the population that is to be accommodated at this workplace, due to a thigh clearance problem is NO-REDUCTION. RULE0S6 [THIGH-CLEARANCE-RULES] If 1) the design type is STATIONARY, and 2) the 95 th percentile thigh width is greater than [ [ work surface upper ht. in centimeters minus the table thickness ] minus chair upper height in centimeters ], Then it is definite (100%) that there is a thigh clearance problem. RULE057 [THIGH-CLEARANCE-RULES] If 1) the design type is FIXED-WORK-SURFACE, and 2) the workstation type is SIT/STAND, and 3) the 95 th percentile thigh width is greater than [ [ work surface upper ht. in centimeters minus the table thickness ] minus chair upper height in centimeters ], Then it is definite (100%) that there is a thigh clearance problem. Parameter Group CONTEXTTYPES DIMENSIONAL-DESIGN [CONTEXTTYPES] PROMPTEVER: (THE ERGONOMIST is a knowledge-based workplace design program developed to provide sound ergonomic advice to the industrial workstation designer. :line :line :line The current objective is to: :line (1) Decide what type of workstation to design and :line (2) Provide critical dimensions required to construct the workstation and :line (3) Determine if there is a reduction in the accommodated population due to physical constraints.) PRINTID: WORKPLACE- 82 PARMGROUP: DIMENSIONAL-DESIGN-PARMS RULETYPES: (DATA-CHECKING-RULES THIGH-CLEARANCE-RULES DIMENSIONING-RULES STATION-TYPE-RULES ANTHRO-RULES) INITIALDATA: (WORK-CLASS POPULATION) GOALS: (HEADER STATION-TYPE WSU WSL CHU CHL FRU FRL NVR MVR NHR MHR POPULATION-REDUCTION) DISPLAYRESULTS: T UNIQUE: T Parameter Group DIMENSIONAL-DESIGN-PARMS ARMS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the length of the Sth percentile arm) PROMPT: (For your specific population, enter the SMALLEST Arm Length in centimeters.) REPROMPT: (The Arm Length - is the horizontal distance from the posterior surface of the shoulder to the tip of the extended middle finger.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) B0DY-DEPTH9S [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile body depth) PROMPT: (For your specific population, enter the LARGEST Body Depth Measurement in centimeters.) REPROMPT: (The Body Depth Measurement - is the maximum horizontal distance between the vertical planes passing through the most anterior and posterior on the trunk.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) CI [DIMENSIONAL-DESIGN-PARMS] TRANS: (the work classification correction factor-1) EXPECT: NUMB CONTAINED-IN: (RULE024 RULE027 RULE030 RULE046) UPDATED-BY: (RULE020 RULE021 RULE022 RULE023) 83 C2 [DIMENSIONAL-DESIGN-PARMS] TRANS: (the work classification correction factor-2) EXPECT: NUMB CONTAINED-IN: (RULE02S RULE026 RULE028 RULE029 RULE031 RULE032 RULE047 RULE048) UPDATED-BY: (RULE020 RULE021 RULE022 RULE023) CHL [DIMENSIONAL-DESIGN-PARMS] TRANS: (chair lower height in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL CONTAINED-IN: NIL UPDATED-BY: (RULE024 RULE02S RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) CHU [DIMENSIONAL-DESIGN-PARMS] TRANS: (chair upper height in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL CONTAINED-IN: (RULE034) USED-BY: (RULE056 RULE057) UPDATED-BY: (RULE024 RULE02S RULE026 RULE027 RULE029 RULE030 RULE031 RULE032 RULE047 RULE048) RULE028 RULE046 DESIGN-TYPE [DIMENSIONAL-DESIGN-PARMS] TRANS: PROMPT ASKFIRST EXPECT: USED-BY: (the design type) (What type of des :line :line FULL worksurface, cha SURFACE - with a :line FIXED CHAI and footrest :li adjustable featu : T (FULLY-ADJUSTABLE STATIONARY) (RULE024 RULE025 RULE030 RULE031 RULE048 RULE042 ign do you wish to construct? Y ADJUSTABLE - with adjustable ir, and footrest :line FIXED WORK djustable chair and footrest R - with adjustable worksurface ne STATIONARY - with no res ) FIXED-WORK-SURFACE FIXED-CHAIR RULE026 RULE027 RULE032 RULE046 RULE0S7) RULE028 RULE047 RULE029 RULE056 84 ELBOWS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the Sth percentile standing elbow height) PROMPT: (For your specific population, enter the SMALLEST Standing Elbow Height in centimeters.) REPROMPT: (The Standing Elbow Height - is the vertical distance from the floor to the depression at the elbow between the bones of the upper arm and forearm,) EXPECT: POSNUMB CONTAINED-IN: (RULE025 RULE026 RULE028 RULE031 RULE032 RULE047) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) ELB0W9S [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile standing elbow height) PROMPT: (For your specific population, enter the LARGEST Standing Elbow Height in centimeters,) REPROMPT: (The Standing Elbow Height - is the vertical distance from the floor to the depression at the elbow between the bones of the upper arm and forearm.) EXPECT: POSNUMB CONTAINED-IN: (RULE025 RULE026 RULE028 RULE029 RULE031 RULE032 RULE047 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) FEMALE-DATA-ERROR [DIMENSIONAL-DESIGN-PARMS] TRANS: (there is a probable error in the female anthropometric data) USED-BY: (RULE053 RULEOSS) UPDATED-BY: (RULEOSO) FOOT-CONTROLS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the requirement to use foot controls) PROMPT: (For this task, is the operator required to use any foot controls?) REPROMPT: (Is it necessary for the operator to operate footpedals, foot switches, or otherwise use his feet at the workplace?) ASKFIRST: T USED-BY: (RULE004 RULEOOS RULE006 RULE007 RULE008 RULE009 RULEOIO RULEOll RULE012 RULE013 RULE014 RULEOIS RULE016 RULE017 RULE018 RULE019) 85 FOREARMS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the length of the Sth percentile forearm) PROMPT: (For your specific population, enter the SMALLEST Forearm Length in centimeters.) REPROMPT: (The Forearm Length - is the horizontal distance from the tip of the elbow to the tip of the longest finger.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE02S RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) FRL [DIMENSIONAL-DESIGN-PARMS] TRANS: (footrest lower height in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL UPDATED-BY: (RULE024 RULE02S RULE026 RULE027 RULE028 RULE029 RULE031 RULE032 RULE046 RULE047 RULE048) FRU [DIMENSIONAL-DESIGN-PARMS] TRANS: (footrest upper height in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL UPDATED-BY: (RULE024 RULE02S RULE026 RULE029 RULE030 RULE031 RULE047 RULE048) RULE027 RULE032 RULE028 RULE046 HEADER [DIMENSIONAL-DESIGN-PARMS] TRANS: (*) EXPECT: ANY UPDATED-BY: (RULE0S2 RULE053 RULE054 RULEOSS) LARGE-AREA [DIMENSIONAL-DESIGN-PARMS] TRANS: (the requirement to cover a large work area) PROMPT: (Does the short-cycle performance of this task require the operator to cover a large work area?) REPROMPT: (Is the operator required to get up and move about a large work area frequently to stock parts, check equipment, etc. as part of his duties at the workplace?) 86 ASKFIRST-: T USED-BY: (RULE004 RULEOOS RULE006 RULE007 RULE008 RULE009 RULEOIO RULEOll RULE012 RULE013 RULE014 RULEOIS RULE016 RULE017 RULE018 RULE019) MALE-DATA-ERROR [DIMENSIONAL-DESIGN-PARMS] TRANS: (there is a probable error in the male anthropometric data) USED-BY: (RULE0S2 RULEOSS) UPDATED-BY: (RULE049) MHR [DIMENSIONAL-DESIGN-PARMS] TRANS: (maximum horizontal reach in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL UPDATED-BY: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) MIXED-DATA-ERROR [DIMENSIONAL-DESIGN-PARMS] TRANS: (there is a probable error in the mixed anthropometric data) USED-BY: (RULE054 RULEOSS) UPDATED-BY: (RULEOSl) MU-HAT [DIMENSIONAL-DESIGN-PARMS] TRANS: (the estimated thigh width mean) EXPECT: POSNUMB USED-BY: (RULE035 RULE036 RULE037 RULE038 RULE039 RULE040 RULE041) UPDATED-BY: (RULE034) MVR [DIMENSIONAL-DESIGN-PARMS] TRANS: (maximum vertical reach in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL UPDATED-BY: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) 87 NHR [DIMENSIONAL-DESIGN-PARMS] TRANS: (normal horizontal reach in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL UPDATED-BY: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) NVR [DIMENSIONAL-DESIGN-PARMS] TRANS: (normal vertical reach in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL UPDATED-BY: (RULE024 RULE02S RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) POPLITEALS [DIMENSIONAL-DESIGN-PARMS] TRANS: PROMPT: REPROMPT (the Sth percentile popliteal height) (For your specific population, enter the SMALLEST Sitting Popliteal Height in centimeters.) : (The Sitting Popliteal Height - is the vertical distance from the floor to the underside of the thigh immediately behind the knee.) POSNUMB EXPECT: CONTAINED-IN: (RULE024 RULE026 RULE027 RULE029 RULE030 RULE032 RULE034 RULE046 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) P0PLITEAL95 [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile popliteal height) PROMPT: (For your specific population, enter the LARGEST Sitting Popliteal Height in centimeters.) REPROMPT: (The Sitting Popliteal Height - is the vertical distance from the floor to the underside of the thigh immediately behind the knee.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE027 RULE030 RULE034 RULE046 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) 88 POPSPEC [DIMENSIONAL-DESIGN-PARMS] TRANS: (the sex of your specific population) PROMPT: (In regard to the anthropometric measurements that you entered, what is the sex of your specific work force population?) ASKFIRST: T EXPECT: (MALE FEMALE MIXED) USED-BY: (RULE0S2 RULE0S3 RULE0S4) POPULATION [DIMENSIONAL-DESIGN-PARMS] TRANS: (the workforce population) PROMPT: (Describe the population of people who will use this workplace as: :line GENERAL MALE POPULATION - Sth to 95 th male percentiles :line GENERAL FEMALE POPULATION - Sth to 95 th female percentiles :line GENERAL MIXED POPULATION - Sth percentile female to 95 th percentile male :line YOUR SPECIFIC POPULATION - anthropometric measurements entered by you.) ASKFIRST: T EXPECT: (MALE FEMALE MIXED SPECIFIC) USED-BY: (RULEOOl RULE002 RULE003 RULE043 RULE044 RULE04S RULE0S2 RULE053 RULE054 RULEOSS) POPULATION-REDUCTION [DIMENSIONAL-DESIGN-PARMS] TRANS: (the approximate reduction to the population that is to be accommodated at this workplace, due to a thigh clearance problem) EXPECT: (NO-REDUCTION 50%) DICTIONARY: INTERNAL UPDATED-BY: (RULE035 RULE036 RULE037 RULE038 RULE039 RULE040 RULE041 RULE042 RULE033) SHOULDERS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the Sth percentile standing shoulder height) PROMPT: (For your specific population, enter the SMALLEST Standing Shoulder Height in centimeters.) REPROMPT: (The Standing Shoulder Height - is the vertical distance from the floor to the upper-most point on the lateral edge of the shoulder with the operator standing erect.) EXPECT: POSNUMB CONTAINED-IN: (RULE025 RULE026 RULE028 RULE031 RULE032 RULE047) 89 USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) SH0ULDER9S [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile standing shoulder height) PROMPT: (For your specific population, enter the LARGEST Standing Shoulder Height in centimeters.) REPROMPT: (The Standing Shoulder Height - is the vertical distance from the floor to the upper-most point on the lateral edge of the shoulder with the operator standing erect.) EXPECT: POSNUMB USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) SIGMA-HAT [DIMENSIONAL-DESIGN-PARMS] TRANS: (the estimated thigh width standard deviation) EXPECT: POSNUMB USED-BY: (RULE03S RULE036 RULE037 RULE038 RULE039 RULE040 RULE041) UPDATED-BY: (RULE034) SITTING-ELBOWS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the Sth percentile sitting elbow height) PROMPT: (For your specific population, enter the SMALLEST Sitting Elbow Height in centimeters.) REPROMPT: (The Sitting Elbow Height - is the vertical distance from the sitting surface to the bottom of the elbow.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE026 RULE027 RULE029 RULE030 RULE032 RULE046 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) SITTING-ELB0W95 [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile sitting elbow height) PROMPT: (For your specific population, enter the LARGEST Sitting Elbow Height in centimeters.) REPROMPT: (The Sitting Elbow Height - is the vertical distance from the sitting surface to the bottom of the elbow.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE026 RULE027 RULE029 RULE030 90 RULE032 RULE046 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) SITTING-SHOULDERS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the Sth percentile sitting shoulder height) PROMPT: (For your specific population, enter the SMALLEST Sitting Shoulder Height in centimeters.) REPROMPT: (The Sitting Shoulder Height - is the vertical distance from the sitting surface to the upper-most point on the lateral edge of the shoulder with the operator sitting erect.) EXPECT: POSNUMB CONTAINED-IN: (RULE024 RULE027 RULE029 RULE030 RULE046 RULE048) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULEOOl RULE002 RULE003) STATION-TYPE [DIMENSIONAL-DESIGN-PARMS] TRANS: (the workstation type) EXPECT: (SIT STAND SIT/STAND) DICTIONARY: INTERNAL USED-BY: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048 RULE042 RULE0S7) UPDATED-BY: (RULE004 RULEOOS RULE006 RULE007 RULEOOS RULE009 RULEOIO RULEOll RULE012 RULE013 RULE014 RULEOIS RULE016 RULE017 RULEOIS RULE019) TABLE-THICKNESS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the table thickness) PROMPT: (Enter the work surface table thickness in centimeters.) REPROMPT: (The thickness of the work surface table is the vertical depth dimension of the table that is to be used as the work surface.) ASKFIRST: T EXPECT: POSNUMB CONTAINED-IN: (RULE034) USED-BY: (RULE0S6 RULE057) THIGH-CRITICAL [DIMENSIONAL-DESIGN-PARMS] TRANS: (the critical thigh-clearance height) 91 EXPECT: POSNUMB USED-BY: (RULE035 RULE036 RULE037 RULE038 RULE039 RULE040 RULE041) UPDATED-BY: (RULE034) THIGH-CUT [DIMENSIONAL-DESIGN-PARMS] TRANS: (the thigh clearance difference) EXPECT: POSNUMB UPDATED-BY: (RULE034) THIGH-POPS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the Sth percentile thigh-width / popliteal combination) EXPECT: POSNUMB UPDATED-BY: (RULE034) THIGH-P0P9S [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile thigh width / popliteal combination) EXPECT: POSNUMB UPDATED-BY: (RULE034) THIGH-TEST [DIMENSIONAL-DESIGN-PARMS] TRANS: (there is a thigh clearance problem) USED-BY: (RULE034 RULE033) UPDATED-BY: (RULE0S6 RULE0S7) THIGH-WIDTHS [DIMENSIONAL-DESIGN-PARMS] TRANS: (the Sth percentile thigh width) PROMPT: (For your specific population, enter the SMALLEST thigh width measurement in centimeters.) REPROMPT: (The Thigh Width - is the vertical distance from the sitting surface to the top of the thigh at its intersection with the abdomen.) EXPECT: POSNUMB CONTAINED-IN: (RULE034) USED-BY: (RULE049 RULEOSO RULEOSl) UPDATED-BY: (RULE043 RULE044 RULE045) 92 THIGH-WIDTH95 [DIMENSIONAL-DESIGN-PARMS] TRANS: (the 95 th percentile thigh width) PROMPT: (For your specific population, enter the LARGEST thigh width measurement in centimeters.) REPROMPT: (The Thigh Width - is the vertical distance from the sitting surface to the top of the thigh at its intersection with the abdomen.) EXPECT: POSNUMB CONTAINED-IN: (RULE034) USED-BY: (RULE049 RULEOSO RULEOSl RULE0S6 RULE057) UPDATED-BY: (RULE043 RULE044 RULE04S) WORK-CLASS [DIMENSIONAL-DESIGN-PARMS] TRANS: PROMPT: REPROMPT ASKFIRST EXPECT: USED-BY: (the classification of the task) (How would you classify the tas performed at this workplace?) : (Example tasks categorized by Classification: :line :line Inspection, Fine Assembly, S :line LIGHT WORK - Manual As of Machine, Objects < 4.5 kg - Packing, Wrapping, Objects VDT/KEYBOARD OPERATION - Dat Secretarial, Programming, et : T (PRECISION-WORK LIGHT-WORK HEAV VDT/KEYBOARD-OPERATION) (RULE004 RULEOOS RULE006 RULEO RULEOIO RULEOll RULE012 RULEO RULE016 RULE017 RULEOIS RULEO RULE022 RULE023) k that is to be Work PRECISION WORK - oldering, etc. sembly, Load/Unload . :line HEAVY WORK > 4 . 5 kg. :line a Processing, c.) Y-WORK 07 RULEOOS 13 RULE014 19 RULE020 RULE009 RULEOIS RULE021 WSL [DIMENSIONAL-DESIGN-PARMS] TRANS: (work surface lower ht. in centimeters) EXPECT: POSNUMB DICTIONARY: INTERNAL CONTAINED-IN: NIL USED-BY: NIL UPDATED-BY: (RULE024 RULE02S RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) WSU [DIMENSIONAL-DESIGN-PARMS] TRANS: (work surface upper ht. in centimeters) EXPECT: POSNUMB 93 DICTIONARY: INTERNAL CONTAINED-IN: (RULE034) USED-BY: (RULE056 RULE0S7) UPDATED-BY: (RULE024 RULE025 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) Domain Variables $$TITLE [DOMAIN.VARIABLES] ^^^^^- (" . ,, THE ERGONOMIST" :line •li^^ Workplace Design Expert System" :line :line :line :line :line " copyright Thomas B. DeGreve 1985") System parameters DOMAIN [SYSVARS] Value: "THE ERGONOMIST" TREEROOT [SYSVARS] Value: DIMENSIONAL-DESIGN System parameters ANTHRO-RULES [RULEGROUPS] SVAL: (ANTHROPOMETRIC DATA) CONTEXT: (DIMENSIONAL-DESIGN) Value: (RULEOOl RULE002 RULE003 RULE043 RULE044 RULE045) DATA-CHECKING-RULES [RULEGROUPS] CONTEXT: (DIMENSIONAL-DESIGN) SVAL: (DATA CHECKING) Value: (RULE049 RULEOSO RULEOSl RULE052 RULE053 RULE054 RULEOSS) DIMENSIONING-RULES [RULESGROUPS] CONTEXT: (DIMENSIONAL-DESIGN) SVAL: (WORKPLACE DIMENSIONS) Value: (RULE020 RULE021 RULE022 RULE023 RULE024 RULE025 94 RULE026 RULE027 RULE028 RULE029 RULE030 RULE031 RULE032 RULE046 RULE047 RULE048) STATION-TYPE-RULES [RULEGROUPS] CONTEXT: (DIMENSIONAL-DESIGN) SVAL: (WORKSTATION TYPE) Value: (RULE004 RULEOOS RULE006 RULE007 RULEOOS RULE009 RULEOIO RULEOll RULE012 RULE013 RULE014 RULEOIS RULE016 RULE017 RULEOIS RULE019) THIGH-CLEARANCE-RULES [RULEGROUPS] CONTEXT: (DIMENSIONAL-DESIGN) SVAL: (THIGH CLEARANCE) Value: (RULE033 RULE034 RULE03S RULE036 RULE037 RULE038 RULE039 RULE040 RULE041 RULE042 RULE0S6 RULE057) System parameters CONTEXTTYPES [PARMGROUPS] Value: (DIMENSIONAL-DESIGN) DIMENSIONAL-DESIGN-PARMS [PARMGROUPS] Value: (WORK-CLASS POPULATION STATION-TYPE WSL CHL CHU FRL FRU NVR MVR NHR MHR WSU ARMS FOREARMS B0DY-DEPTH9S SITTING-SHOULDERS SITTING-ELB0W95 POPLITEALS P0PLITEAL9S SHOULDERS SH0ULDER9S ELBOWS ELB0W9S SITTING-ELBOWS C2 CI DESIGN-TYPE FOOT-CONTROLS LARGE-AREA TABLE-THICKNESS THIGH-WIDTH9S POPULATION-REDUCTION THIGH-CUT MU-HAT SIGMA-HAT THIGH-WIDTHS THIGH-P0P95 THIGH-CRITICAL THIGH-POPS MALE-DATA-ERROR FEMALE-DATA-ERROR MIXED-DATA-ERROR POPSPEC HEADER THIGH-TEST) APPENDIX C SAMPLE CONSULTATIONS • Knowleage base .*: iHt tRGuNunrsT ^ CURRENT OBJECTIVE: THE ERGONOMIST is a knowledge-based workplace design program developed to provide sound erqonomic advice to the' industrial workstation designer. The current objective is to: (1) Decide what type of workstation to design and (2) Provide critical dimensions required to construct the workstation and (3) Determine it* there is a reduction in the accommodated population due to physical constraints. ... end — press RETURN Up Down CF Unknwn Done — Why How Help Undo Stoo , Fl F2 F3 F4 F5 F6 F7 F3 F9 FIO ESC , How would you classify the task that is to be performed at this workplace? Select one of the following: (Press T 3 ' for selection help.) > PRECISION-WORK LIGHT-WORK HEAVY-WORK VDT/KEYBOARD-OPERATION Up Down CF Unknwn Done — Why How Help Undo Stop Fl F2 F3 F4 F5 Fb Ff F8 F9 FIO ESC 95 Describe the population of people who will use this workplace as: GENERAL HALE POPULATION - Sth to 95 th male percentiles GENERAL FEMALE POPULATION - Sth to 95 th female percentiles GENERAL MIXED POPULATION - Sth percentile female to 95 th percentile male YOUR SPECIFIC POPULATION - anthropometric measurements entered by you. Select one of the following: (Press T 3 ' for selection help.) ^ MALE >FEMALE MIXED SPECIFIC Uc I p uown LP Unknwn Done — Why How Help Undo Stop . Fl F2 F3 F4 F5 F6 FT F8 F9 FIO ESC knowledge For this task, is the operator required to use any foot controls? Select one of the following: (Press ^F3' for selection help.) >YES NO Uc Stot p Down CF Unknwn Done — Why How . Help Undo stop . Fl F2 F3 F4 F5 F6 FT F8 F9 FIO ESC Does the short-cycle performance of this task require the operator to cover a large work area? Select one of the following: (Press T S " for selection help.) YES > N 0 UG Down F2 CF Unknwn F3 F4 Done F5 — F6 fF How F8 Help Undo F9 FIO Stop ESC ^^^A^^^^^^^MW^/v^M^^A^^MVM^MM^^MM^n^^MWinA'/jv^jvwd 96 97 What type of design do you wish to construct? FULLY ADJUSTABLE - with adjustable worksurface, chair, and footrest FlXg WpRK^SURFACE - with adjustable chair and footrest PIJED (>WIR - with adjustable worksurface and footrest STATIONARY - with no adjustable features Select one of the following: (Press T 3 ' for selection help.) FULLY-ADJUSTABLE ^ FIXED-WORK-SURFACE > FIXED-CHAIR STATIONARY Up Down CF Unknwn Done — Why How Help Undo Stop , Fl F2 F3 F4 F5 F6 F T F8 F9 FIO ESC MMFLACE-1 is as follows: The following conclusions were made by THE ERi^NOHIST concerning the current workplace design. The workstation type is as follows: SIT Work surface upper ht. in centimeters is as follows: 83.0 Work surface lower ht. in centimeters is as follows: 74.4 Chair upper height in centimeters is as follows: 43.6 Chair lower height in centimeters is as follows: NOI€ Footrest upper height in centimeters is as follows: 6.3 I was unable to make any conclusions regarding footrest lower height in centimeters. Normal vertical reach in centimeters is as follows: 94.9 Maximum vertical reach in centimeters is as follows: 156.0 Normal horizontal reach in centimeters is as follows: 18.7 Maximum horizontal reach in centimeters is as follows: 46.4 The approximate reduction to the population that is to be accommodated at this workplace, due to a thigh clearance problem is as follows: NO-REDUCTION CURRENT OBJECTIVE: TIC ERGONOMIST is a knowledge-based workplace design program developed to provide sound ergonomic advice to the industrial workstation designer. The current objective is to: 1 Decide what type of workstation to design and (2) Provide critical dimensions required to construct the workstation and (3) Determine if there is a reduction in the accommodated population due to physical constraints. ... end — press RETURN 98 Up Down CF Unknwn Done — Why How Help Undo Stop , Fl F2 F3 F4 F5 F6 FT F8 F9 FIO ESC How would you classify^ the task that is to be performed at this workplace? Select one of the following: (Press ''F3' for selection help.) PRECISIOfHJORK LIGHT-WORK >HEAVY-WORK VDT/KEYB0AR1>-0PERATI0N Up Down CF Unknwn Done — . W h y How , Fl F2 F3 F4 F5 F6 FT F8 ., . ., Help Undo F9 FIO r.v//.\wi Describe the population of people who will use this workplace as: __ GENERAL MALE POPULATION - Sth to 95 th male percentiles GENERAL FEMALE POPULATION - Sth to 95 th female percentiles GENERAL MIXED POPULATION - Sth percentile female to 95 th percentile male YOUR SPECIFIC POPULATION - anthropometric measurements entered by you. Select one of the following: (Press T 3 ' for selection help.) >MALE FEMALE MIXED SPECIFIC Up Down CF Unknwn Done — wny Fl F2 F3 F4 F5 F6 FT jFS F9 ' FIO ESC Why How ^too Help Undo ^ n r^ rj r«t rg FQ r/ jro F9 FIO coî ^ 99 For this task, is the operator required to use any foot controls? Select one of the following: (Press ^F3' for selection help.) ^ YES > N 0 Up Down CF Unknwn Done — Why How Help Undo Stop Fl F2 F3 F4 P5 F6 FT F8 F9 FIO ESC • Know ledge Base :: THt tRGuNUnrbT ^ Does the short-cycle performance of this task require the operator to cover a large work area? Select^one of the following: (Press ^F3' for selection help.) >YES * NO Up Down CF Unknwn Done — Why How Help Undo Stop , Fl F2 F3 F4 F5 F6 FT F8 F9 FIO ESC What type of design do you wish to construct? FULLY ADJUSTABLE - with adjustable worksurface, chair, and footrest . , . . FIXED WORK SURFACE - with adjustable chair and footrest FIXED CHAIR - with adjustable worksurface and footrest STATIONARY - with no adjustable features , , .̂ ^ , ^ Select one of the following: (Press T 3 ' for selection help-.) FULLY-ADJUSTABLE FIXED-WORK-SURFACE FIXED-CHAIR >STATIONARY Up Down CF Unknwn Done — Why How Help Undo Sto , Fl F2 F3 F4 F5 F6 F7' F8 F9 FIO £SL 100 *"«SM5a55'ifi5?«'fln WAW/WWJWA'A'JWf Enter the work surface table thickness in centimeters. Enter a positive number. 10 Down CF Unknwn Up uown u- unKnwn uone — wny Fl F2 F3 F4 F5 F6 F T Done Wh\ How Help Undo F9 FIO Sto M W//^JVWJV/J WORKPLACE-1 is as follows: The following conclusions were made by Tl£ ERGONOMIST concerning the current workplace design. The workstation type is as follows: STAND Work surface upper ht. in centimeters is as follows:. 107.4 Work surface lower ht. in centimeters is as follows: NONE Chair upper height in centimeters is as follows: NONE Chair lower height in centimeters is as follows: NOI€ Footrest upper height in centimeters is as follows: 7.4 Footrest lower height in centimeters is as follows: NOfE Normal vertical reach in centimeters is as follows: 150.1 Maximum vertical reach in centimeters is as follows: 213.7 Normal horizontal reach in centimeters is as follows: 20.1 Maximum horizontal reach in centimeters is as follows: 51.3 The approximate reduction to the population that is to be accommodated at this workplace, due to a thigh clearance problem is as follows: NO-REDUCTION y iCnowieoge Base '•'• i r t twOuNUrfriT ^ J CURRENT OBJECTIVE: J THE ERGONOMIST is a knowledqe-based workplace design proaram , developed to provide sound ergonomic advice to the' ^ industrial workstation designer. y J The current objective is to: . (1) Decide what type of workstation to design and . (2) Provide critical dimensions required to construct the r workstation and . (3) Determine if there is a reduction in the accommodated ^ population due to physical constraints. press RETURN h h h « U f Down F2 CF Unknwn F3 F4 Done F5 F6 Whv How F8 Help Undo F9 FIO Stoo ESC .•WAV^MV.VAVA"A"/WA'A"/^.VAV/AV.V/^/MV/AV.V.»AV.V.V.\VAV.*JVAV.V.VJ ^.VV'jTANVV/AW/AV.-M^AVAViffVi'JAVAVAS'AV^^^^ r Ĵiowiedqe Base :: THt tKbiiNunrsi ? J How would you classify the task that is to be performed at • this workplace? • S e l e c t one of the followinq: (Press 'FS' for selection help.) •• PRECISION-WORK LIGHT-WORK HEAVY-WORK VDT/KE'fBOARD-OPERATION Stop ESC J Up Down CF Unknwn Done — Why How >He!0 Undo J Fl F2 F3 F4 FS F6 F7^ F3 F9 -10 •V/^WAV//^M^WAV/^^*VAVAVA»AV^/A»^AVAVAWiVAVA»AVA»AV.VA«AVAVA'JIl >AVAVAViV;'A»ANVAWA"iCi%Y,!A%%V^^AlAVAVA»A'.VAVA%V."^.V/AVA%VAVA»^ 7 Knowledge case :: THE tRGUNijnibi J Example tasks categorized by Work Classification: ?• PRECISION WORK - Inspection, Fine Assembly,'Soldering, jtc. r LIGHT WORK - Manual Assembly, Load/Unload of Hachinel • Objects C 4.5 kq. * HEHVY WORK - Packing. Wrapping. Objects > ̂ .5 kg. J VDT/KEYBOARD OPERATION - Data'Processing, Secretarial, r Programming, etc. h k h h k h k k k k k t elect one of the following: (Press T3'' for selection help.) PRECISION-WORK LIGHT-WORK ^ HEAVY-WORK > VDT/KE/B0ARDH3PERATI0N Up Fl Down C-7 CF Unknwn F3 F4 L'one F5 F6 Whv F7' How F8 He ID 'Jndo F9 FIO zzo:; .•AV/AWiTAW.VAV.VAWAV.VAV.V.'AVJ'̂ .VAV̂ AV.' I •J 101 J'A'AVAV.yA-ANV.V.yCAVA&W.ViW/AV.VAW^^^^ ,. N.r.cijji3gge case : : IHE tNijuNtjMiST 7 Describe the population of people who will use this aorKpiace as: GENERAL ?1ALE ?i3PULATI0N - 5th to 95 th male percentiles IJENERAL FEMALE POPULATION - Sth to 95 th female percentile^ GENERAL MIXED POPULATION - Sth percentile female to 95 th percentile male ' YOUR SPECIFIC POPULATION - anthropometric measurements entered by you. Select one of the following: (Press 'FS' for selection help.) MALE ^FEMALE > MIXED 102 SPECIFIC Done F5 — Why How F6 F7^ F8 Help Undo F9 FIO StOD ESC Up Down CF Unknwn Fl F2 r3 F4 VAVAVA%VA"AV/AVJ'J'^AVA'/A'.VAVAr/J»d'/^/^A'AV^AVAVA\VAWJV/AV,V.V^^^ • m For this task, is the operator required to use any foot controls? Select one of the following: (Press ''FS' for selection help.) YES > N 0 Done F5 — - F6 Why How F8 Help undo F9 FIO Stoo ESC Up Down CF Unknwn Fl F2 F3 F4 AVAVA»J"^iPJ'//^.»A'A»tV/A'AVAV/AViV^AVAVAW/AV.'yVAV^/.^A»//A».V^/i^AVA*J Does the short-cycle performance of this task require the operator to cover a large work area? S-̂ iect one of the following: (Press "FS' for selection help.) > N 0 JC'ijjn ijnKnwn -4 Done ^5 — Why How F6 n' Fo AVA'AVAVAV.V nelo 'jrico i t CO •i 103 Ĵ VA%%VytVA'AVAVAWA» FULLY-ADJIJSTABLE FIXED-WORK-SURFACE FIXED-CHAIR STATIONARY r^ Down F2 CF Unknwn F3 F4 Done F5 F6 Why F7 How F8 Help Undo F9 FIO Stop ESC .W.W/AV/A%ViVJ'/^/AV^^AWJ'A»/A"JVJ»ir/A"AW/^AV^/J"A%VAVAVAVAV.VAV.'J WORKPLACE-1 is as follows: The following conclusions were made by THE ERGONOMIST concerning the currenfworkplace design. The workstation type is as follows: SIT Work surface upper ht. in centimeters is as follows: 76.1 Work surface lower ht. in centimeters is as follows: 56.1 Chair upper height in centimeters is as follows: 48.7 Chair lower height in centimeters is as follows: 37.3 Footrest upper height in centimeters is as follows: 11.4 Footrest lower height in centimeters is as follows: 0 Normal vertical reach in centimeters is as follows: 88.6 Maximum vertical reach in centimeters is as follows: 149.7 Normal horizontal reach in centimeters is as follows: 15.5 Maximum horizontal reach in centimeters is u follows: 43.2 The acco pr e approximate reduction to the population that is to be commodated at this workplace, due to a thiqh clearance obi em is as follows: NO-REDUCTION ^ ..nojjiijqe case i : 'rE Eh;buNOni';i . CURRENT DSJEC'IVE: 'rtE ERGONOMIST is a knowledge-based 'oiorkplace design program developed to provide sound ergonomic idvici to '"''»' industrial workstation designer. The current objective is to: •U S®*^ide what.type of workstation to design and ui Provide cntitai dimensions required to'construct the •^lorkstation and 13) Determine if there is a reduction in the accommodated population due to physical constraints. ... end — press RETIJRN UP Down CF Unknwn Fl F2 F3 F4 Done FS — Why How F6 F7' He ID Undo ^m AVt"A'.VAV.VbV/A"AV^/^/AVA%V.VA«A'A%VA%VA%VAVAVASWAVAVAV.V.VAVJ J'.'AVVAVNy.VAV.V.WiVA'iAiV.W.W^^ • •̂ •nowiedge Base :: iHE arnwIoHrSi ^ How would you classify the task that is to be perforTied at this workplace? Select one of the followinq: (Press 'FS'' for seiecTion help.) ^ PRECISION-WORK > LIGHT-WORK HEAVY-WORK VDT/KE'/BOARD-OFERATION Up Down CF Unknwn Done Fl F2 F3 F4 F5 — Whv How F6 F7^ F3 ^iiD Undo • - , ) • • • " ":-r I. /A"AVi'AV/AVAV«»AVJ'J'AV///AVAViVJ»AVAS%VAVAVAVA'A"AVAVAV.V.'.VAVJ ^VAVA^VA•A^^VAVA'A•^iVA>^y^VAVAVAVAVAVAV.^^^VAVA^^v.^^^'^^^^^^^ K.nvJjjiecce case '•' THE tKbijNtjniji Describe the population of pec-p:̂ -jho :ni:! use this wor-itD'ace as: '3ENEF:AL flALE POPULATION - Sth t : 95 th inai^ p-i-Cirtiies GE'MERAL FEMALE 'POPULATION - Sth t:i 'ij th femaie osf^centi.es GENERAL HIXED POPULATION - oth oercantiie female to ^5 t" percentile male YOUR SPECIFIC POPULATION - anthropometric measurements entered py vou. Select one of the fclloniina: iPf̂ ess "'Fl' for selection h e b . • <̂ALE > (IIXED cpcr TPTP UD Do'a/ri CF unKnwn Done - ~ ^hy Fl *2 Fl r^ F5 Fk p " ' i i - 11' I 104 1 I I f t 1 1 1 t i t I I f • i i i t t i i i i i i a i i i i J i i i i i i i i i i i i i i i t i t i i i t t i i i . i i i i i i i i t t t i i i i i i i a l |AVAN%SVA%%yAVA%Vyfy,!,yy/,W/AVAVAVAV.VAV,V,%VAV.V.SV.V.VAV.V/AV^ • ^r!Owledge base :: \Kt iKi-UNUMi;;:i ^ J For t n i s t i S K , is trie cp Why How J Fl F2 F3 F4 FS F6 F7" F3 .•A'.VAVA"AVASSVAVAVAV.VASVA%VAVAViV.VAVAViVAV.VAV.VAV,VtV,VAVJ >tVAViV/iyi^/J^AVAVA'A'.Vi%V«iVjV«VAVAVAVAVAV.VAVAV.VAV.V.'^ J KT.cwie'̂ geBase : : I h ^ crtiJj^jdnriT z. J For this task, is the operator required to use anv foot r controls? f Why this question is needed: 105 F? FiO •'129 ^/Jhether the requirement to *. * the w o r k s t a t i o n type use f o o t controls i s needed to determine ; RULEOOS J If 1) the classification of the task is LIGHT-WORK, and * 2) the requirement to use foot controls, and * 2) the requirement to cover a larqe aorK area. * Then it is definite (1007.) that the workstation tvpe is J SIT/STAND. I ... end - press RETURN k k k »• lip " F l Down CF Unknwn F2 F4 Done - - - Why How Heip J^J fO F7 l-V \vAVA'iPAVAV.VA'^^^^AVAVAVAV.VAVAV.VAyAVAViVAV.y,y.y.V.V.yAVA%^^^ >AVAVAVyA'C^AV.V.-AW4i,>ytW^ViW'*"W^^^ Knowî qqe aase : : irE tnijijTTiJMibi ^ ** For this task, is the operator required to use my foot ^ "on^Tois? ^ Sei^'-t one of the followinq: (Press "FS-' tor selection nel?. J >N0 k k k k k k k k k k k k k ^ l!p D''iyri i"F 'Til-nujn Done — '-'Jhv roiij fc pi ' r - r-.-, F4 Done — ''Jhv F5 F6 F7' .'r j . : - : u . . . • • • • • • • . . . • • . . • • • • • • • • i i i i i i i i i i i * i i ' * * * * ' * * * * * * * ' * ' * ' * i * * i i i * * * < i * * i i i i i i 1 g V i i i V i V i i 1 1 1 1 i / t ^ i y A A i n I 1 1 1 I • i i i t i i i i i n i i t i i i i i i i i i t i i i i t i t t i i i i i i i i . i j i twd ^AVAVAVpVi*AVAVA'A'A'AiyAViV»NViVAy.VAVAV.VAV.VAy.'.yi'.V.V.V.'.VAy.J • r.riowieqge sase '•'• :rtE-.-.biJwjniST ^ ^ Does the short-cycle jerforn^ance of this task requiri: t'l^ . operator to cover a large 'jjork area? . S e l e c t one of tr.e foliowinq: (Press "F3' for S'jiection n e l p . ' J >M0 k k k k k k k k k k k k k J Up Down CF Unknwn Done — Why How Help Undi J Fl F2 F3 -4 FS F6 F7' ^3 F9 FIO ASV.»AViy.V//A%SSViV.VAVAV^AVAVAV.V«V/AVAVAVAVAVAViVAVAVAyAVi J'AVAVAV/Asiv.VAVA*AyAyjCf!«iViyAv,v.yiViy,y.v.v.vAv.y,VAV.yAv.«.yAv| J knowledge ease :: i H r ^ r a j ? u : ? i ^ ^ What type of design do you wish t: constr'jct'' J RJLL/ AD'JUSTABLE - with adjustable work:sur-ace, chai:-. an: J FIXED WiDRK SURFACE - t'ith adjustable chair and footres- r FIXED CHAIR - with adjustable !i)0'"-ksur̂ "ace anc fvitrest STHTIO! 106 :. f,-, •-, BV - k k k k k k k k k k k k *> e i liiith no adjustabie_feat:r^s '-^iiart one <^^ th(» t̂'?:'••'wing: -Fr-ess ''"2' " ' PJLLY-ArJUSTABLE ' >'IXcD-wORK-SURFACE -iXtD-'-nAiH STATICNARY ; l i • li r *• •« A f: Down CF Unkri'jjn F4 r2 F3 Done — Wiy FS F6 10 w r5 -:U AVAy.v.vAVAy.yAyAv^Av.vAV,v/.y.v.vAVisy.yAyAv.vAv,y.vAy.y,sv.v,vj >,vAVAVAy.'iVAy.yi'A'.y,>wyiyj:»yAv,y.Nv.sv.vA^^^^^ Entir the '-'or-'k surface table tî 'iikr-i! Enter a oositive '•lumber. - i r . f ' T. u ••• • j .* " k ii r. ir. Mown CF u n n i j n Do^* — '''•'V HO Ĵ; -ii-' • ^ 2 =•: P i ~z -z - '• - 3 F'' ,.̂ .,,,.,.,.,̂ v,.,̂ v,v,v,̂ y.̂ v.y.̂ ^ ŷ.y.̂ v̂.̂ y.y.sy.̂ v̂.̂ ^^^^^^^^^^^^^^ •̂̂ 107 WORKFLACE-i is as fvl'ows: The ^'oi'owing I'.nclusions aiere '^a;* by '¥£ ERGONOMIST concerning the currint'Lorkolace Jesign. The workstation type is as ^o'lowss SI'/STAND Work surface upper ht. in lentiiTiet^rs is as f o l l o ' i s : 115.4 Work surface 'ower !-it. in centirteters is as follows: NONE f^ C'-'air uooe''- height in centimeters is as *v;lows: iOl.c Chair lo'der height in centinieters is as fo::0'js: '3.0 Foot'est ijppe-- nei'int in 'isntiTieters is as ^OMCWSJ :"*.? "ootr-ist ioujer heioht in ^lentimeters is as fol^oiis? 0 M.ir'i»ai i - « - i r a ! icai reacr- in 'lentiiTiete's i; 1 5 -0l]0ii!S5 \52.-' I^aximum vertical reacri in centimeters is as foiiowsJ 205.4 Normal horizontal reach in centimeters is as fjllows: 15.5 ^'aximum horizontal reach in centimeters is as follows: *:.'. "hi approximate reduction to the population that is to :-i accommodated at this workglace, due to a thigh clearance orobiem is as ̂ 'oTows: y'jOl APPENDIX D DEFINITION OF ANTHROPOMETRIC MEASUREMENTS (A) Shoulder Height - the vertical distance from the floor to the upper most point on the lateral edge of the shoulder with the operator standing erect. (B) Sitting Shoulder Height - the vertical distance from the sitting surface to the upper most point on the lateral edge of the shoulder with the operator sitting erect. (C) Body Depth - the maximum horizontal distance between the vertical planes passing through the most anterior and posterior points on the trunk. (D) Thigh Clearance - the vertical distance from the sitting surface to the top of the thigh at its intersection with the abdomen. (E) Forearm Length - the horizontal distance from the tip of the elbow to the tip of the longest finger. (F) Arm Reach - the horizontal distance from the posterior surface of the shoulder to the tip of the extended middle finger. (G) Elbow Height - the vertical distance from the floor to the depression at the elbow between the bones of the upper arm and forearm. (H) Sitting Elbow Height - the vertical distance from the sitting surface to the bottom of the elbow. (I) Popliteal Height - the vertical distance from the floor to the underside of the thigh immediately behind the knee. Refer to Figure 4 for a sketch of these measurements. 108 109 FIGURE 4. Sketch of Anthropometric Measurements