Handbook of Standards and Guidelines in Human Factors and Ergonomics  book cover
2nd Edition

Handbook of Standards and Guidelines in Human Factors and Ergonomics

ISBN 9781466594524
Published June 29, 2021 by CRC Press
774 Pages 126 B/W Illustrations

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Book Description

With an updated edition including new material in additional chapters, this one-of-a-kind handbook covers not only current standardization efforts, but also anthropometry and optimal working postures, ergonomic human computer interactions, legal protection, occupational health and safety, and military human factor principles. While delineating the crucial role that standards and guidelines play in facilitating the design of advantageous working conditions to enhance individual performance, the handbook suggests ways to expand opportunities for global economic and ergonomic development.


This book features:

  • Guidance on the design of work systems including tasks, equipment, and workspaces as well as the work environment in relation to human capacities and limitations
  • Emphasis on important human factors and ergonomic standards that can be utilized to improve product and process to ensure efficiency and safety
  • A focus on quality control to ensure that standards are met throughout the worldwide market

Table of Contents

SECTION I Standardization Efforts in Human Factors and Ergonomics

Chapter 1 An Overview of International Standardization Efforts in Human Factors and Ergonomics

Anna Szopa and Waldemar Karwowski

Chapter 2 Positioning Ergonomics Standards and Standardization

Jan Dul and Henk J. de Vries

Chapter 3 Ergonomic Performance Standards and Regulations—Their Scientific and Operational Basis

Thomas J. Smith

SECTION II Nature of HF/E Standards and Guidelines

Chapter 4 Standardization Efforts in the Fields of Human Factors and Ergonomics

James M. Oglesby, Kimberly Stowers, Kevin Leyva, and Eduardo Salas

Chapter 5 Overview of National and International Standards and Guidelines

Carol Stuart-Buttle

Chapter 6 Balancing Stakeholder Representation: An Example of Stakeholder Involvement in Ergonomics Standardization

H. Willemse, Henk J. de Vries, and Jan Dul

Chapter 7 Ergonomics Standards in Ancient China

Pei-Luen Patrick Rau

Chapter 8 Standard in Safety Management that Takes into Account Humans’ Irrational Behavior and Decision Making

Atsuo Murata

Chapter 9 The Brazilian Federal Standard Applied to Ergonomics

Marcelo M. Soares, Eduardo Ferro dos Santos, Carlos Mauricio Duque dos Santos, Rosangela Ferreira Santos, Andréa Ferreira Santos, and Karine de Oliveira

Chapter 10 Design in the Absence of Standards

Daniel P. Jenkins and Pete Underwood

Chapter 11 Standards of Human Factors/Ergonomics in Cuba: Theoretic-Practical Considerations Developed

Sandra Haydeé Mejías Herrera

SECTION III Standards for Evaluation of Working Postures

Chapter 12 Standards in Anthropometry

Andreas Seid, Rainer Trieb, Anke Rissiek, and Heiner Bubb

Chapter 13 Evaluation of Static Working Postures

Nico J. Delleman and Jan Dul

Chapter 14 Evaluation of Working Postures and Movements in Relation to Machinery

Nico J. Delleman and Jan Dul

Chapter 15 Standards on Physical Work: Demands in the Construction Industry

Henk F. van der Molen and Nico J. Delleman

Chapter 16 Safety of Machinery—Human Physical Performance: Manual Handling of Machinery and Component Parts of Machinery

Karlheinz G. Schaub

SECTION IV Standards for Manual Material Handling Tasks

Chapter 17 Repetitive Actions and Movements of the Upper Limbs

Enrico Occhipinti and Daniela Colombini

Chapter 18 Ergonomics of Manual Handling—Part 1: Lifting and Carrying

Karlheinz G. Schaub

Chapter 19 Ergonomics of Manual Handling—Part 2: Pushing and Pulling

Karlheinz G. Schaub and Peter Schaefer

Chapter 20 Recommended Force Limits for Machinery Operation: A New Approach Reflecting User Group Characteristics

Peter Schaefer and Karlheinz G. Schaub

Chapter 21 Guidelines for the Prevention of WMSDs: The Italian Experience

Enrico Occhipinti and Daniela Colombini

Chapter 22 Assessment of Manual Material Handling Based on Key Indicators: German Guidelines

Ulf Steinberg, Gustav Caffier, and Falk Liebers

Chapter 23 Manual Lifting Standards: Ergonomic Assessment and Proposals for Redesign

Lilia R. Prado-León and Enrique Herrera Lugo

Chapter 24 ISO Technical Report 12295: Application Document for ISO Standards on Manual Handling (ISO 11228-1, ISO 11228-2, and ISO 11228-3) and Evaluation of Static Working Postures (ISO 11226)

Enrico Occhipinti and Daniela Colombini

SECTION V Standards for Human-Computer Interaction

Chapter 25 Standards, Guidelines, and Style Guides for Human-Computer Interaction

Tom Stewart

Chapter 26 International Standards in Information and Communication Technology (ICT) Accessibility and Their Application in Operating Systems

Anna Szopa

Chapter 27 Human Factors Engineering of Computer Workstations: HFES Draft Standard for Trial Use

Thomas J. Albin

Chapter 28 Practical Universal Design Guidelines: A New Proposal

Kazuhiko Yamazaki, Toshiki Yamaoka, Akira Okada, Sohsuke Saitoh,

Masatoshi Nomura, Koji Yanagida, and Sadao Horino

Chapter 29 Virtual Environment Usage Protocols

Kay M. Stanney, David A. Graeber, and Robert S. Kennedy

Chapter 30 Location and Arrangement of Displays and Control Actuators

Robert W. Proctor and Kim-Phuong L. Vu

Chapter 31 Maximizing the Value of Enterprise Human-Computer Interaction,Standards: Strategies and Applications

Wei Xu

SECTION VI Management of Occupational Safety and Health

Chapter 32 The Benefits of Occupational Health and Safety Standards

Denis A. Coelho, João C. O. Matias, and João N. O. Filipe

Chapter 33 Occupational Health and Safety Management Systems: Trends, Analysis, and Effectiveness

P. K. Nag and Anjali Nag

Chapter 34 European Union’s Legal Standard on Risk Assessment

Kaj Frick

Chapter 35 ILO Guidelines on Occupational Safety and Health Management Systems

Daniel Podgόrski

Chapter 36 The Selected Elements of Shaping the Occupational Health and Safety Culture in a Company Based on a Polish PN-N-18001 Standard

Radosław Wolniak and Anna Gembalska-Kwiecienì

Chapter 37 Standards in Architectural and Building Acoustics

Joanna Jablonska and Elzbieta Trocka-Leszczynska

Chapter 38 Development of Medical Devices: Between Regulatory and Standards Requirements Versus Adopted Models

Omar Kheir, Alexis Jacoby, and Stijn Verwulgen

SECTION VII Safety and Legal Protection Standards

Chapter 39 Printed Warning Signs, Tags, and Labels: Their Choice, Design,and Expectation of Success

Charles A. Cacha

Chapter 40 Record Keeping and Statistics in Safety and Risk Management

Charles A. Cacha

Chapter 41 User Needs in Standards—Older People and People with Disabilities

Anne Ferguson

SECTION VIII Military Human Factors Standards

Chapter 42 The Role of Human Systems Integration Standards in the Modern Department of Defense Acquisition Process

Joe W. McDaniel and Gerald Chaikin

SECTION IX Sources of Human Factors and Ergonomics


Chapter 43 Sources and Bibliography of Selected Human Factors and Ergonomics Standards

Anna Szopa and Waldemar Karwowski


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Waldemar Karwowski

Waldemar Karwowski is Pegasus Professor and Chairman, Department of Industrial Engineering and Management Systems, University of Central Florida, USA. He holds an M.S. in Production Engineering and Management from the University of Technology Wroclaw, Poland, and a Ph.D. in Industrial Engineering from Texas Tech University, USA. He was awarded D.Sc. in management science by the Institute for Organization and Management in Industry, Warsaw, and received the National Professorship title from the President of Poland (2012). Three Central European universities also awarded him Doctor Honoris Causa degrees. Dr. Karwowski served on the Board on Human Systems Integration, National Research Council, USA (2007–2011). He currently is Co-Editor-in-Chief of Theoretical Issues in Ergonomics Science journal, Editor-in-Chief of Human-Intelligent Systems Integration journal, and Field Chief Editor of the Frontiers in Neuroergonomics journal. Dr. Karwowski has over 550 research publications, including over 200 journal papers focused on ergonomics and safety, human performance, neuro-fuzzy systems, nonlinear dynamics, human-centered AI, and neuroergonomics. He is a Fellow of the Ergonomics Society (currently the Chartered Institute of Ergonomics and Human Factors (U.K.), Human Factors and Ergonomics Society (HFES), Institute of Industrial and Systems Engineers (IISE), and the International Ergonomics Association (IEA), and served as President of both HFES (2007) and IEA (2000-2003). He received the William Floyd Award from the Chartered Institute of Ergonomics & Human Factors, the United Kingdom in 2017, and the David F. Baker Distinguished Research Award. Institute of Industrial and Systems Engineers, Atlanta, USA, in 2020. He was also inducted into the Academy of Science, Engineering & Medicine of Florida (ASEMFL) at its Inaugural Annual Meeting in November 2020.

Anna Szopa

Anna Szopa got her MS in quality and technology management from the Silesian University of Technology in Poland in 2006. In 2012, she completed her Ph.D. in Management at Jagiellonian University in Krakow, Poland, where she later served as an assistant professor and an associate professor. She has a broad range of teaching experience, from extensive tutoring and individual mentoring to designing and teaching business, economics, entrepreneurship, innovation, and technology transfer courses. She served as a visiting scholar at the University of Maryland (USA), University of Central Florida (USA), University of Haifa (Israel), and Technical University of Prague (Czech Republic). Her primary research interests include university-industry relationships and university spin-offs management. Her current research centers on testing and transferring accessible technologies to public organizations in the United States. She has been applying basic principles to the design, development, and management of information to meet diverse users' needs. She can assess the impact of existing or emerging technologies, employ state-of-the-art tools and techniques to create, manage, and analyze information, and demonstrate an understanding of critical issues, including the privacy, authenticity, and integrity of information. Dr. Szopa is a co-editor of books about entrepreneurship, innovations, and technology transfer. She is a member of several international scientific committees. She also regularly conducts peer reviews for journals and conferences, including Theoretical Issues in Ergonomics Science, Review of Managerial Science, International Conference on Applied Human Factors and Ergonomics, and Asia-Pacific UIIN Conference on University-Industry Engagement.

Marcelo Soares

Marcelo Soares is currently a Full Professor at the School of Design, Hunan University, China, selected for this post under the 1000 Talents Plan of the Chinese Government. He is also a licensed Full Professor of the Department of Design at the Federal University of Pernambuco, Brazil. He holds an M.S. (1990) in Industrial Engineering from the Federal University of Rio de Janeiro, Brazil, and a Ph.D. from Loughborough University, England. He was a post-doctoral fellow at the Industrial Engineering and Management System Department, University of Central Florida. He served as an invited lecturer at the University of Guadalajara, Mexico, University of Central Florida, USA, and the Technical University of Lisbon, Portugal. Dr. Soares is Professional Certified Ergonomist from the Brazilian Ergonomics Association, which he was president for seven years. He has provided leadership in ergonomics in Latin American and in the world as a member of the Executive Committee of the International Ergonomics Association (IEA). Dr. Soares served as Chairman of IEA 2012 (the Triennial Congresses of the International Ergonomics Association), held in Brazil. Professor Soares is currently a member of the editorial boards of Theoretical Issues in Ergonomics Science, Human Factors and Ergonomics in Manufacturing, and several journal publications in Brazil. He has about 50 papers published in journals, over 190 conference proceedings papers, and 110 books and book chapters. He has undertaken research and consultancy work for several companies in Brazil. Prof. Soares is co-editor of the "Handbook of Human Factors and Ergonomics in Consumer Product Design" and the "Handbook of Usability and User-Interfaces (UX)" published by CRC Press. His research, teaching, and consulting activities focus on manufacturing ergonomics, usability engineering, consumer product design, information ergonomics, and applications of virtual reality and neuroscience in products and systems. He also studies user emotions when using products and techniques in real and virtual environments based on biofeedback (electroencephalography and infrared thermography).