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AN ERGONOMIC TEST FOR A BENCH DRILL

DESIGN IMPROVEMENT IN COMPLIANCE WITH


THE HUMAN-MACHINE PERFORMANCE
REQUIREMENTS

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SAFETY SAFETY
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Miltiadis A. Boboulos, Ph.D.


Dip. Eng. Lazar Peshev
TABLE OF CONTENTS

1. THE HUMAN-MACHINE ENVIRONMENT_________________________________1


1.1 Basic terms _________________________________________________________________ 1
1.2 Working Environment Components _____________________________________________ 1
1.3 How does the Human Factor Relate to the System _________________________________ 3
2. PRODUCT SELECTION PROCESS ________________________________________5
2.1 Topic – Product Area _________________________________________________________ 5
2.2 Describing the Product's Area__________________________________________________ 6
3. AIM OF THE PROJECT__________________________________________________7
4. SHORT STUDY OF BENCH DRILLING MACHINE A15_____________________10
4.1 Study of similar products available in the market and characteristic ergonomic
solutions found in them. ______________________________________________________ 11
4.2 Analysis of the product from an ergonomic viewpoint. Identifying the ergonomic
relations between the human and the machine. ___________________________________ 11
4.3 Analysis of other components of the working environment influencing the human
machine relationship ________________________________________________________ 13
5. REVIEW OF RELEVANT INFORMATION ________________________________15
6. DEVELOPMENT OF TEST CRITERIA AND CONSIDERATION OF
BOUNDARY CONDITIONS. _____________________________________________18
7. DESIGN OF THE TEST AND SAMPLE POPULATION ______________________22
8. TESTING OF THE CURRENT VERSION OF A15___________________________28
8.1 Bench drilling machine assessment _____________________________________________ 28
8.2 Consolidation of problem definition and idea generation ___________________________ 30
9. PURPOSE OF THE STUDY ______________________________________________38
9.1 Main Tasks ________________________________________________________________ 38
Subject of the Ergonomic Development __________________________________________ 38
Working Environment ________________________________________________________ 38
9.2 ANALYTICAL STUDY ______________________________________________________ 38
Short study of bench drilling machine A15 ________________________________________ 38
Analysis of the Product from an Ergonomic Viewpoint ______________________________ 39
Study Area with Main Problems ________________________________________________ 39
Analysis of Problem Suitable for Test ____________________________________________ 40
9.3 HYPOTHESIS OF THE PROPOSED ERGONOMIC TEST _______________________ 40
Test Criteria ________________________________________________________________ 40
Boundary Conditions _________________________________________________________ 40
Design of Test and Method of Assessment ________________________________________ 41
9.4 RESULTS _________________________________________________________________ 42
Testing of current machine version ______________________________________________ 42
Design solutions_____________________________________________________________ 43
9.5 TESTING THE NEW MACHINE VARIANT ___________________________________ 45
9.6 ANALYSIS OF RESULTS ___________________________________________________ 46
9.7 CONCLUSIONS ____________________________________________________________ 48
REFERENCES____________________________________________________________49
1

1. THE HUMAN-MACHINE ENVIRONMENT


New and complex types of labour activities are constantly emerging with modern de-
velopment of technology. These usually demand fast and accurate visual, hearing and
motive human reactions. Improvements in technological equipment result for machine
design structure and other influencing factors of working environment, (lighting, noise,
colours, etc.,) to be in agreement with the anatomic, physiological and psychological
characteristics of humans. In other words, there is a need to adapt working environment
to human requirements.

1.1 Basic terms


In order to be able to achieve successfully individual unit aims it is necessary to clarify
some basic terms used throughout the text to assist the developmеnt of human factor re-
cuirements specification.

Human-Machine System - is a term used in ergonomics to identify the combination of


technical means, applicational methods and the people designated to operate these tech-
nical means.

Working Place – is the area in the production premises equipped with all necessary
means and designed for operations of the manufacturing process to be performed by
several workers.

Working Environment – this is the environment where all ergonomic relations between
humans, machines and the working place are noticeable.

Working Environment: Machine Tools; Metal Cutting machines


For the purposes of the present project we selected the metal cutting machines as the
field of studying the interrelations between the human factor and manufacturing envi-
ronment.
The aim is to show the position of the human factor in this system. It will be achieved
by determining the ergonomic relations between humans and environment. These
raltions characterise specific locations and ways of interaction between the human fac-
tor and the components of the working environment. Therefore, we will adopt the term
“identifying the ergonomic relations in the system”.

1.2 Working Environment Components


First of all we will identify the working environment components. The basic ones in-
clude:
ƒ Metal cutting machine. This can be of one of the following basic types: drilling, turn-
ing, milling, boring or grinding. A characteristic feature of all metal cutting machines is
that the desired shape of the machined workpiece is usually achieved through the
movement performed by the cutting tool relative to the workpiece resulting in removal
of certain amount of material.
ƒ Additional units – compressors, cooling units, etc.
2

ƒ Operational and measurement tools. These include cutting knives, drills, cutters,
wrenches, screwdrivers and other specialized and measurement tooling.

ƒ Accessories and optional equipment. These include optional changing mechanisms


and devices designed to facilitate the production process – vice, clamps, conductor at-
tachments, etc.

ƒ Work tables. These include both assembly tables and benches. These are rather
working furniture and they should not be confused with machine work tables included
as assemblies in the machines themselves.

ƒ Sitting places. Chairs, seats, stools, etc.

Figure 1

ƒ Tool drawers. These are usually located within the working place area and are used
to store operational and measurement tools and sometimes, operational documentation
and some personal belongings.

ƒ Racks for storing semi-finished products and finished parts. These are located
within the working place area, close to the basic operational equipment.

ƒ All-purpose transportation means. Mainly carriages, hoists and cranes.

ƒ Packing materials for semi-finished products and finished parts. These are usu-
ally delivered on the spot using the all-purpose transportation devices.

ƒ Working place. In this particular case the working place is used to designate the sec-
tion within the production premises occupied by the metal cutting machine being con-
sidered and all the elements of working furnishings required to perform specific opera-
tions. An integrated ergonomic approach should also consider the ergonomic relations
between different work places located within the same premises. For the purposes of
3

the present project we will limit our study in this particular case to just a single work
place.

1.3 How does the Human Factor Relate to the System


We will describe this after we have considered the ergonomic relations within the sys-
tem – between humans and the components described above. Every relation that has
been identified determines an ergonomic problem that requires optimisation.
Basic ergonomic relations between humans and the metal cutting machine are (Fig.2):

- Operational relation with control devices – levers, buttons, handles, flywheels, ped-
als, etc.;

- Operational relation with the machine worktable (a machine assembly);

- Operational relation with machine spindle when tool change is required;

- Operational and protective relation with the protective schield of the machine;

- Visual relation with various machine indications, etc.

- Relation between machine


noise and vibrations and the
human perception of them.

- Agreement between the


overall size of the machine
and human anthropometric
size. This should provide for
optimum presence of opera-
tional and control devices
within the operational area of
the operator. The operational
area is the area where work-
ing operations are per-
formed. This is a significant
component, which influences
the rest of the constituent
components in terms of both
design and ergonomics. We
can identify here the upper
limb area and the lower limb Figure 2. Relations between a hu-
area. man and a drilling machine
4

Figure 3

In order for the work place to ensure optimum conditions for the functioning of the
human-machine system, it should meet the following requirements:
- Provide sufficient space for the operator to be positioned there and to perform the
required operational movements;
- Provide for suitable and correct position of the body;
- Agree with the technological sequence of performed operations;
- Provide for maximum protection of the operator against disturbances and harmful
factors of the working environment;
- Provide for optimum micro-climate and optimum lighting of the operational sur-
faces;
- Provide for optimum conditions for the circulation of materials and information;
- Provide for optimum functional interconnection between individual work places in
the overall operational flow;
- Provide opportunities for sufficient social contact between the operator and opera-
tors from neighbouring work places;
- Provide optimum access to the work place.

From all described above we are able to identify the working environment components
for machine tools and the ergonomic relations within the system. These ergonomic rela-
tions illustrate how the human factor relates to the system aiming at providing operator
5

safety, efficiency and reliability. So that his tasks are greatly aided and his sence of
comfort and satisfaction is improved.

2. PRODUCT SELECTION PROCESS


Having identified the working environment components – Machine Tools (Metal Cut-
ting) and the ergonomic interrelations, we are able to formulate the basic principles fea-
turing this environment:
ƒ Ergonomic relations between the human and the metal-cutting machine are the
strongest compared to all other relations;
ƒ Ergonomic relations between the human and all other components are stronger
than the relations between components themselves;
ƒ Ergonomic relations between the metal-cutting machine and all other components
are stronger than the relations between components themselves;

2.1 Topic – Product Area


The structural hierarchy of relations defined will assist in the idea generation and prod-
uct selection process. It is now obvious that the basic structure-defining component of
the working environment is the metal-cutting machine. We will therefore be concentrat-
ing on metal-cutting machines. Exerting influence on
them will have the strongest effect on the working en-
vironment. This is the most serious ground for this par-
ticular selection.
The most common and widely used type of metal-
cutting machines are the column drilling machines.
They are used for drilling and machining finished
holes and also, for cutting threads. They are a necessity
requirement for any production or tool room. Column
drilling machines are available in various sizes – from
6mm up to 60mm, depending on the maximum hole
diameter they are capable of drilling.
Moreover, a special class of drilling machines is avail-
able, the so-called bench drilling machines. By “spe-
cial” we emphasize the following ergonomic features:
since this is a metal-cutting machine, strong ergonomic
relationship exists between the human and the metal
cutting machine and between the metal-cutting ma-
chine and the work table or bench where the machine
is usually positioned.
The analysis thus drawn up gives sufficient grounds to Figure 4 The bench-drilling ma-
choose the bench drilling machine as the product to be chine A15 from ALZMETALL
described in the present project. Having made a short
study of company literature and Internet web sites we found out a well-known manufac-
turer of metal-cutting machines and particularly bench drilling machines is the company
6

ALZMETALL. They manufacture a single series achieving low cost and acceptable
quality, making their machines widely used. Following the logical sequence of all we
have carried out so far, we can specifically select product A15 model of the ALZMET-
ALL - (Figure 4).

2.2 Describing the Product's Area


We can now select some key words and phrases that
will allow me to define the product and specifically
those elements, which enter into an ergonomic rela-
tion with the human factor. Subsequently, this will
greatly facilitate the process of identifying these re-
lations and analyzing them.
Column drilling machine – A15 is one of this par-
ticular type of metal-cutting machines featuring ver-
tical column where all basic machine elements are
mounted;
Bench Drilling Machine (fig 5) – column drilling
machines featuring shorter columns, suitable for
mounting on top of work tables and benches;
Machine size – used to classify drilling machines
according to their maximum hole diameter drilling
capacity. A15 is a 15 mm size machine;
Main rotational movement – transmitted from the
motor (9 - fig 6), via the belt drive (8 - fig 6) to the
spindle (1 - fig 6) and the tool; Figure 5

Feed – linear type of movement performed by the


tailstock barrel with spindle and tool. Both these
types of movement are ergonomically essential and 3 1 8
this will have to be considered in the course of the
4
ergonomic analysis of the product.
Spindle (1 - fig 6) – used to hold the tool and
transmit the rotational movement. This is actually 2 9
the link between the 5
1
Quill (2 - fig 6) – used to support the spindle and 6
provide the linear feed movement.
Drilling head (3 - fig 6) – this is the assembly com-
prising the motor, the gear box, which in turn com- 7
prises the main drive mechanism and the transmis-
sion; the spindle, etc.;
Feed mechanism (4 - fig 6) – the set of levers used
to feed the workpiece, the hub, the gear shaft and Figure 6
7

the return spring. Used to carry out the feeding operation from the operator to the tail-
stick barrel;
Protective shield (5 - fig 6) – protects the operator from chipping metal. This is posi-
tioned in front of the machine operation area and is attached to the drilling head.
Working table (6 - fig 6) – used to position and hold the workpiece. Capable of per-
forming linear movement along the machine column by means of turning the operating
handle. A worm gear moves the gear wheel, which moves the table up or down the gear
rack fixed to the machine column.
Base (7 - fig 6) – provides stable machine support on the bench.

European legislation: reference for the product's health & safety issues
The study carried out indicates that several European regulations are avialable and place
certain safety requirements for column drilling machines. These include:
ƒ European Community Machine Tools Regulation 98/37/CEE;
ƒ BS EN 292 Industrial safety of machines & equipment;
ƒ Regulation for work with low voltage 73/23/CEE;
ƒ Electromagnetic compatibility 89/336/CEE.

3. AIM OF THE PROJECT


The present project will describe elements of the manufacturing environment – Machine
Tools (Metal Cutting). The objective is to identify and evaluate the role of the human
factor in this particular environment. The result will be an improved level of compliance
of this environment with human anthropometric and psycho-physiological characteris-
tics and increased confidence and satisfaction.

The product to be described and improved in terms of ergonomic characteristics in the


present project is a bench drilling machine A15, manufactured by the company
ALZMETALL. This machine is available on the market of a 15mm size and is designed
for drilling through and blind holes and machining holes made in forgings, castings, and
semi finished products.

Reasons for the Product Choice


The choice for the A15 bench drilling machine as the selected product is based on logi-
cal sequence and the involvement of the following factors:
ƒ Ergonomic relations between the human and the metal-cutting machine are the
strongest compared to all other relations existing in this particular manufacturing
environment. They occupy the highest level of the hierarchy of relations and influ-
encing them will have the strongest effect on the environment;
ƒ Of all metal-cutting machines the most common and widest used ones are the col-
umn drilling machines. Of them, the bench drilling machines are the machines
8

which feature not only strong ergonomic relations between the human and the
metal-cutting machine but also a very strong ergonomic relation between the metal-
cutting machine and its location;
ƒ The A15 model of the company ALZMETALL is widely used and features reason-
able price and good technical characteristics. The product also has the capacity to be
used interactively.

Methods
The objectives of the present project can be achieved using the method of analysis and
subsequent synthesis of analytical results. The method will aim at identifying the ergo-
nomic relations in the Human-Machine-Environment system, making a comparative
analysis and subsequent generation of ideas and possible solutions.

Planning events
Planning events will be necessary to be carried out before the ergonomic development
of the Bench drilling machine A15 product can start and a breakdown of project activi-
ties will be made as a result of these planning events. Thus, individual stages in the
course of work will be identified, as well as the milestones that have to be solved at
each stage and their place in the time schedule.

Schedule of project activities

Code STAGE / ACTIVITIES Time

ƒ Study Stage

A Short study of the product – the bench drilling ma-


chine A15: purpose, functions, structural arrange-
ment. All this will be used in the subsequent identifi- 25.02 - 26.02
cation of ergonomic relations in the Human-
Machine-Environment system.

B Short study of existing similar products and charac-


teristic ergonomic solutions adopted in them. This
activity will be carried out in parallel with above and 25.02 - 26.02
will assist us in searching for solutions in the right di-
rection.

C Short study of all those remaining environment com-


ponents that can influence the human – machine rela-
tions; in this particular case we will consider the 26.02 - 27.02
work bench to be used for mounting the machine.
9

ƒ Analysis Stage

D Analysis of the bench drilling machine A15 from an 27.02 - 28.02


ergonomic viewpoint.

E Identifying the ergonomic relations between the hu- 01.03 - 02.03


man and the machine.

F Analysis of other environment components influenc- 03.03 – 04.03


ing the human-machine relations.

G Analysis of requirements of various rules and regula- 02.03 – 03.03


tions relating to identified ergonomic relations.

H Identification of the main problem area – this will


only cover the ergonomic relations for which the
comparison between currently available and required 03.03 – 04.03
situation shows opportunities for intervention to im-
prove the existing relationship.

I Research and identification of information sources of 05.03 – 08.03


relevant information.

J Analysis of problem suitable for test. 09.03 – 11.03

ƒ Synthesis Stage

K Development of test criteria and consideration of 12.03 – 18.03


boundary conditions.

L Design of test and sample population. 19.03 – 23.03

M Further development of product problem definition 23.03 – 25.03

N Testing and consolidation of problem definition and 26.03 – 01.04


generation of ideas for improvement of ergonomic
relations included in the main problem area

O Synthesis of design and test, and preparation of pres- 02.04 – 03.04


entation. Final testing. Development of CAD draw-
ings/models.

P Preparing the final project Report 01.03 – 04.04


10

We should keep in mind here that project activities in each individual stage are posi-
tioned in time under certain dependence between each other. Therefore, I shall use the
Ghant Chart Method, a chronogram spread out in time giving corresponding designa-
tions of activities to be carried out.

4. SHORT STUDY OF BENCH DRILLING MACHINE A15


The function of the bench drilling machine A15 is to drill and machine holes of 15 mm
maximum diameter. The machine is capable of performing the
following operations provided adequate tooling is available and
the machine is fed manually by the operator:
ƒ Drilling blind and through holes of up to ∅15 mm in
St60 steel and up to 80 mm deep;
ƒ Machining holes made in castings, forgings and other
semi-finished products;
ƒ Drilling threaded holes and cutting threads of up to М14
in ready-made holes;
ƒ counter-sinking / facing; step drilling.
The operational movements, performed by the machine in the
course of its functioning include (fig. 7): Figure 7

ƒ main rotational movement of the spindle and tool performed around spindle axis;
11

ƒ linear feed movement along the tool axis;


ƒ auxiliary linear movement of the work table along the column.
Structurally, the machine comprises the drill head and the bottom-back mounted
motor, the column, the intermediate work table equipped with a lifting mechanism and
the base.

4.1 Study of similar products available in the market and characteris-


tic ergonomic solutions found in them.
Several different bench drilling machines were studied – KB16 (Knuth), 16B (Trapani),
PN15 (Erlo), RAG16 (Serrmac), BT13
(Maxion). Relevant company Internet
web sites and specialised company lit- 7
erature was used as sources of informa- 2
tion. 1
The analysis of the ergonomic solutions
found in these sample products leads to
the following general summary:
3 8
ƒ Feed levers are positioned on the left
of the machine, slightly slanted away
from the drill head. The direction of
rotation of the levers is towards the 6
operator to move the spindle down.
The number of levers varies from
one to three;
ƒ The handle on the lifting mechanism 5
for the work table rotates in the di-
rection towards the operator to move
the table down and vice versa; 4

ƒ The control panel in positioned in


front of the drill head within the op-
erational area;
ƒ To comply with safety requirements
warning plates are provided with
Figure 8 The drill head of the machine
signs for opening gear cover and
changing belts, as well as using the guard shield;
ƒ Correspondence and compliance with the anthropometric characteristics of the hu-
man factor has been achieved.

4.2 Analysis of the product from an ergonomic viewpoint. Identifying


the ergonomic relations between the human and the machine.
The analysis of ergonomic characteristics describes how the design of the bench drilling
machine A15 is made in compliance with the anatomic, physiological and psychological
12

human characteristics. The basic size and proportions of the machine correspond to the
anthropometric and physiologocal requirements of ergonomic indicators. The ergo-
nomic relations thus identified between the human and the machine are as follows:
1. Handle (1 - Fig. 8) of the drill head
cover. This is positioned on the left of
the cover and serves to open the cover.
The contact is established when the hu-
man operator takes the handle to open
the cover. The size (18 mm diameter) is
sufficient for this operation since the tac-
tile contact is established between a sec-
tion of the fingers and the ball provided
on the handle, and the time required for
this contact is short and the frequency of
establishing it is rather low. We can not
Figure 9
say that the handle is convenient and
completely corresponds to its functional
designation.
2. The cover (2 - Fig. 8) is made of plastic material and opens sideways requiring a
minimum effort from the operator. A switch is installed on the drill head to auto-
matically switch motor power off when the cover is opened. The transmission of
movement is thus interrupted to prevent accidental operation of moving elements of
the drive transmission. Thus human-operator safety is ensured during belt changing
and tightening operations and other types of drive handling.
3. The control panel of the machine (3 - Fig. 8) is positioned in front of the drill head
within the operational range of the human operator. No other interfering connections
are avaible here to disturb its operation. The three-position switch (4 - Fig. 8) lo-
cated in the control panel and used to change the direction of rotation, and the main
circuit breaker (5 - Fig. 8), are positioned at a sufficient distance from each other.
Corrsponding graphical indications of their functions assist the operator in distin-
guishing them correctly in terms of ergonomic characteristics. The power-on indica-
tor light is also located on the control panel (6 - Fig. 8). It also provides a visual er-
gonomic relation with the human-operator ensuring the required degree of safety.
4. A transparent guard shield (7 - Fig. 8) is provided to protect the operator from acci-
dental flying metal chips. This is installed on the righthand side of the casing and its
vertical position is adjusted by the operator.
5. The handle levers (8 - Fig. 8) used to feed the machine are positioned on the left-
hand side of the machine head convenient for the operator to operate them with his
right hand. Two such levers are provided positioned at 180° from each other. The
levers themselves are slanted outwards at 20°, such that their round ends move away
from the cover of the machine to ensure sufficient space is available between them
and the machine for operator’s fingers to grip and move freely. An essential tactile
contact is established here between the operator and the machine which also features
high frequency of performance.
13

6. Moving the quill downwards is an operational movement performed manually by


the operator. This is achieved by rotating the handles in the “towards themselves”
direction (Fig. 9) since this type of movement corresponds to the psycho-physical
characteristics of the operator. Moreover, ergonomic studies show that the “towards
onself” type of movement is usually performed easier than the “outwards from on-
self” movement and is therefore recommended for operational movements involving
certain exercise of effort (the shear force directed up the tool axis). The biceps of the
human hand thus contracts and this is the stronger type of movement performed.
The movement of the quill back up is ensured by a retracting coil spring used to
retract the spindle in its upper limit position and the operator is only required to
exercise tactile control on the power and speed of the upward movement.
7. The work table moving handle (Fig. 10) is positioned laterally to the table bracket
and slanted at 15° relative to the column cross axis, thus ensuring free movement of
the handle past the table side edge protecting the hand of the operator from injuries.
8. The transmission of the movement
via a worm gear, a gear and a gear
rack allows for significant reduc-
tion in muscle power spent by the
operator. Moreover, the directions
of rotation of the handle which
moves the work table up and down
are similar to those for the up and
down movement of the quill. I.e.
the “towards oneself” direction of Figure 10 Table with lifting mechanism
movement moves the table down
and the “outwards from oneself” direction moves it up.
9. In order to increase safe operation of the machine warning plates are provided on the
machine cover and guard shield (Fig. 8). Visual ergonomic contacts are thus estab-
lished and these comply with the requirements of BS EN 292.

4.3 Analysis of other components of the working environment influ-


encing the human machine relationship
10. One such component in this case is the operational bench used to install the drilling
machine A15. The essential parameter of the bench is the distance between the
ground level and its working surface. This is related to the machine column and
hence, to the position of the operational area of the machine, the control panel, the
feed levers, the guard shield and the top surface of the work table. In our specific
case of an A15 machine we can conclude that the overall size of the machine will
ergonomically correspond to a work bench of a standard height for a standing work
posture (between 850 and 950 mm).

Identification of Main Problem Area


As a result of the ergonomic analysis thus carried out and the requirements provided in
various regulations and documentation, I was able to identify the main problem area:
14

ƒ The levers of the feed mechanism. The sharp edge (9 - Fig. 8) is disturbingly close
to the area of travel of fingers while gripping on the handle. Another drawback of
this system is the need for a second grip on the handle when deeper drilling sections
are involved since only two levers are provided.
ƒ The guard shield. A drawback here is the effort required to turn the shield and this is
a problem when tool change handling operations are performed by the operator
while the machine is in off position. Moreover, the gap between the bottom end of
the drill head and the upper edge of the guard shield is too big to allow for a metal
chip to fly out of the guarded area thus exposing the operator to danger.
ƒ The colour selection for the machine drill head and cover does not comply with hy-
gienic ergonomic requirements and do not meet to a sufficient extend the aesthetic
requirements needed to ensure the degree of comfort during operation.
ƒ Additionally, the position and shape of the cover handle can also be modified.

Study Area with Main Problems


As a result of the ergonomic analysis carried out for the bench drilling machine A15 and
the requirements placed by various rules and regulations, the following area with main
problems was identified as the subject of the current ergonomic study and further devel-
opment:

ƒ Handle of the drill head cover. A better solution can be found for the position and
shape of cover lifting handle.

ƒ Cover. The colour solution adopted for the drill head and cover does not comply
with hygiene ergonomic criteria and does not meet to a sufficient degree the aes-
thetic requirements needed to ensure a certain degree of comfort throughout the
work process. Moreover, the shape of the cover can also be optimised from an ergo-
nomic viewpoint.

ƒ Handle levers and ball handles on them. A few doubts exist as of the need for hav-
ing two levers when drilling depth is only 80mm. Preliminary studies indicated that
machines of this size are available with only a single lever. In other words, we have
to consider if we actually need to take hold of the workpiece during the drilling op-
eration. Additionally, we could re-consider the shape and size of ball handles.

ƒ Clash in between levers & the drilling head. A disturbing immediate proximity is
present between the sharp edge (9 - Fig. 9) and the area where the fingers gripping
on the handle are traveling. This may cause injuries and traumas for the operator.

ƒ Transparent protective shield. One disadvantage here is the amount of effort re-
quired to move the shield, which is an inconvenience when tool change handling
operations are performed by the operator when the machine is in its off position.

ƒ Handle lever of the table lifting mechanism. This is the handle used to move the
worktable. Subject to study for this element are the minimum distance between the
handle and the worktable (when the handle is turned), the convenient design and the
applied effort.
15

5. REVIEW OF RELEVANT INFORMATION


Having identified the main problem areas from an ergonomic viewpoint, we can now
begin to study various sources of information that can help us solve these basic prob-
lems. These sources of information include specific sections of available regulations and
standards dealing with these particular or similar problems and directly applicable to our
specific case. The study will also cover some novel sources of information, such as the
Internet, books, guides, research studies, etc. relevant to the particular subject. The col-
lected information is then referred to the corresponding fields of application in the prob-
lem areas during the subsequent stages of analysis and synthesis.

Analysis of problem suitable for test

ƒ Handle of the drill head cover. As we already mentioned above, the handle is posi-
tioned on the lefthand side of the cover and serves to establish a tactile link between
the human operator and the machine when machine cover is opened. The frequency
of establishing this link is rather low. The handle is quite suitable to fulfil its func-
tional purpose but can be further optimised since the round shape it currently fea-
tures, its size (18 mm diameter) and position on the side in the center of the cover
are not the best possible solution. First of all, the size of the ball handle is too small.
Moreover, its position provides only insufficient lifting area for the lifting operation
(its protrusion is only about 16 mm since it is tapered flat on the bottom). We are not
discussing here the force required to lift the cover as this is of minimum amount
(and the weight of the cover is low – it is made of plastic material). The combination
between the small size and its position on the cover results in a psycho-
physiological problem. This is expressed in the fact that when one reaches instinc-
tively for the handle, not looking straight at it, his hand might miss to grip it the first
time. This implies for a new, larger size of the handle to be considered, along with
re-designing its shape and position.

ƒ Cover. We could say that the shape of the cover is not sufficiently convenient from
an ergonomic viewpoint and a better result can be achieved through certain modifi-
cations. These modifications are required as a result of the changes involved in the
optimisation of the handle, eliminating the dangerous proximity of the edge 9 and
the feed levers 8 (Figure 9), and hence the modifications to the drill head. The
colouration of the cover is not sufficiently ergonomically appropriate. The white
colour merges with the colour of the drill head and does not provide for any func-
tional distinction between them. Moreover, the white colour features high degree of
reflection of light, which is not good for the operator. Additionally, this is not a very
suitable colour from a practical viewpoint since any stains will be much more visi-
ble on a white background thus disturbing the aesthetics of perception and hence,
the comfort throughout the work process.

ƒ Handle levers and ball handles on them. There are two handle levers positioned on
the lefthandside of the machine. The link with the operator is tactile and the fre-
quency of establishing it is rather high. The operator grips on the ball of one of them
(the one which is currently in its up position) and rotates it in the direction towards
16

himself to move the quill and rotating spindle with tool downwards. The required
number of levers will depend on the following factors: the depth of drilling and the
diameter of the gear shaft used to move the quill.
Maximum quill travel is l = 80 mm.
d = 36mm is the step diameter of the gear shaft.
Therefore, we can calculate the number of turns required to rotate the feed handles
to achieve maximum drilling depth. We can calculate this using the formula:
l 80
= = 0.71 turns.
π * d 3.14 * 36
This means that a single lever option is rather unacceptable since this will have to
be rotated at 0.71*360° = 256° - something very inconvenient to do with one hand
(see fig. 11). We can even
consider a three-lever option:
an alternative much more con-
venient for the operator since
for deeper drilling operations
(60÷80mm) he can easily grip
on the levers in alternating se-
quence with a single hand
when three levers are pro-
vided. The amount of rotation
exercised on the levers, and
hence the number of levers,
can be reduced, but this would
imply an increase in the di-
ameter of the gear shaft and
hence, the pitch size of the Figure 11 Feed handles rotating angle - quill
transmission gear will have to travel dependence
be increased, all this resulting
in significant and economically unjustified modifications in the overall design of
the drilling head, quill and gear shaft. Of course, all these modifications could be
built into a new type of machine during the design stage but in our case we have to
consider improvements of the existing model. The shape of ball handles can be kept
round but their diameter should be increased to fit the human grip thus bringing
greater convenience throughout the operation.

ƒ Clash in between levers & the drilling head. It is necessary to increase the distance
between them to help avoid the disturbing proximity of the sharp edge in the area of
travel of human fingers gripping on the handle. Moreover, the sharp edge is better
made slightly rounded. It should be kept in mind here that the edge fits into an area
where the circuit breaker switch is positioned (when machine cover is opened). If
we change the design position of this switch we could provide solution to three
problems: the possible clash between levers and drilling head, the shape of the cover
and optimisation of the shape of the drilling head.
17

ƒ Transarent protective
shield. (fig. 12) To move
the shield for tool change
handling operations per-
formed by the operator, it
is necessary to untighten
its handle before that and
this is rather inconven-
ient. It is possible to
avoid all this incorporat-
ing a change in the design
that will simplify these
operations meanwhile
keeping the simple design
of mechanisms at a rea-
sonable level. Figure 12 Protection of working area

ƒ Handle lever of the table


lifting mechanism. It is believed that the adopted design solution for incorporating
15° slope to the side of the handle pivot would ensure both free movement of the
handle past the side edge of the table and convenience for the operator (fig. 10). The
ergonomic solution adopted for the entire assembly is very good and does not call
for considering any further improvements.
18

6. DEVELOPMENT OF TEST CRITERIA AND CONSIDERA-


TION OF BOUNDARY CONDITIONS.
Having identified and analysed the main problem area from an ergonomic viewpoint,
we can now proceed with the synthesis and generation of the criteria to be met by the
subsequent ergonomic solutions.

Handle of the drill head cover.


The main currently available inconveniences here result from
the size and shape of the handle (fig. 14). We found that the
spherical handle features relatively small diameter, which in
turn results in an insufficiently convenient grip of the fingers
of the human hand when the cover needs to be lifted (fig. 14).
The diameter of the sphere is 18mm. Studies of available a
regulations and standards indicated an advisable diameter for
the spherical handle entering in contact with the fingers of b
the operator of a 12.5mm min. and 40mm max [3], [7], [9]. In
other words, the current diameter of the handle is right at the Figure 14 Handle of the
lower limit. Actually, it is even lower since the sphere is flat- drill head cover
tened on the side of the cover and this means that if a = 18mm, then dimension b =
16mm. Figure 15 shows the inconvenience caused to the fingers of the operator when
they grip on the small sphere. The situation is further aggravated when the cover is
opened beyond an angle of 45° (Figure 15-B). The probability of mis-gripping the han-
dle is higher (even slippage
is possible when fingers try
to grip on the smooth sur-
face of the sphere). This can
be avoided by means of in-
troducing a suitable shape
for the handle.
The effort required to lift
the cover should also be
considered in as much as
this relates to the conven-
ience and stability of the
handle. It is advisable that
the amount of this effort is A B
within 0,08 ÷ 50Nm to Figure 15
overcome the resistance of
the cover when moved to
open [15] .
Therefore, the following test criteria and their corresponding boundary conditions could
be used to deal with this problem:
1. Ergonomic dimensions – the diameter of the sphere. It is recommended that the
diameter is within 12.5 to 40 mm. It should be kept in mind here that the grip on
the handle is primarily by the fingers of the hand.
19

2. Ergonomic characteristics of the shape – a smooth and convenient to grip


shape. Could be expressed as a percentage of the ideal shape, which is consid-
ered 100%. ). The maximum possible expert assessment score is 100 scores (i.e.
the ideal situation).
3. Effort required to successfully establishing the functional relation – this is the
effort required to open the cover. It is recommended that it be in the range of -
0,08 to 12.5 Nm [4], [10].
4. Functionality – degree of fulfilling its functions. This can be expressed as a
percentage of the ideal functionality, which is considered to be 100%.
5. Frequency of establishing the functional relation– the frequency of the con-
tact established between the operator and the cover handle.

ƒ Cover
We have already identified that the most significant problem of the cover from an ergo-
nomic viewpoint is its colour. The white colour is currently coincident with the colour
of the drill head and does not provide for distinguishing between the two functions –
lack of contrast of colours. Another significant parameter here is the weight of the cover
in as far as it defines the amount of effort required to lift it.
Therefore, the following test criteria and their corresponding boundary conditions can
be applied here:
1. Colour solution – it is necessary to avoid the white colour for the cover. It is
recommended to have it painted in a contrast colour, preferably from the blue or
green line of colours [2], [9].
2. Weight of the cover – defines the resistance required to open the cover. It is ad-
visable that the weight of the cover is within a range that would provide for a re-
sistance force of between 0,08 and 50 Nm [10].
3. Ergonomic characteristics of the shape – it is necessary that the shape of the
cover is a visual continuation of the shape of the drilling head. This can be ex-
pressed as a percentage of the ideal shape, which is considered to be 100%.
4. Functionality – the degree of performing its intended function. The maximum
possible expert assessment score is 100 scores.
5. Frequency of the functional relation– this is almost identical with the previ-
ously described problem area.

ƒ Handle levers and ball handles on them.


The main problem here is related to the diameter of the handle, the number of handle
levers and the convenience of manual feeding operation when drilling depths of 60 to
80m.
The handle is currently having a 25 mm diameter. The requirement applicable here as
for the recommended diameter of the sphere is: min. 18mm and max. 50mm [3], [9].
Since the grip here is by the entire palm of the hand (see fig. 16), it is preferable to in-
crease the size of the diameter to bring it closer to the upper limit of the range: 35 –
50mm. This will improve the stability and convenience of the grip.
To improve the operating convenience we have to consider if two levers are sufficient
to provide for this type of feeding operation (80mm) and its corresponding angle of ro-
tation (256°) and we will therefore place its functionality as an evaluation criteria.
20

Additionally, we could consider here the effort required to rotate the levers and advance
the tool during the drilling operation. The amount of the effort should be sufficient to
overcome the resistance force of the return spring that retracts the quill and holds it in
its upper position. The compression of the spring is adjustable and usually varies within
1,2 and 2,5Nm [4]. Additionally, we have to add here the momentum T = 43.2Nm, aris-
ing from the cutting force acting upwards along the tool axis. This is the maximum re-
sistance force and this results from drilling the maximum possible diameter for the
bench drilling machine A15 - ∅15mm, in steel workpieces.
Based on the above considerations for the c
problem being discussed we can formulate
the following test criteria and their corre-
sponding boundary conditions:
1. Ergonomic dimensions – the diameter
of the sphere (dimension c – fig. 16).
According to available standards, it is
advisable to have this diameter in the
range of 18 to 50 mm [4], [14]. It is
also related to the anthropometric di-
mension “Size of grip of the hand”.
2. Ergonomic shape – it is necessary to
have a soft and convenient to grip
shape of the handles. The maximum
Figure 16
possible expert assessment score is 100
scores.
3. Required effort to successfully establish the functional relation – this is the effort
required to rotate the feed levers during the drilling operation. The amount of this
effort should give consideration to the strength capabilities of the right hand of the
operator.
4. Functionality – the degree of ergonomic compliance with the intended function.
The maximum possible expert assessment score is 100 scores (i.e. the ideal
situation).
5. Frequency of the functional relation– this is the frequency of the contact estab-
lished by the operator and the handles. It is quite obvious that this is featured by
high frequency of contact.

ƒ Clash in between levers & the drilling head.


Since this problem is present in close relation with the
d
previous problem area (feed levers) the solutions to be
provided are related as well. A significant parameter here
is the distance between the feed handle and the cover
(dimension d – fig. 17). This is related to the anthropom-
etric dimension “Palm thickness”. It is necessary that the
lower limit for the dimension d is equal to the thickness
of the palm of the operator plus another 20 mm (for addi-
tional safety).
Therefore, we could apply the following test criteria and
their corresponding boundary conditions:
Figure 17
21

1. Ergonomic dimensions – the distance between the feed handle and cover (dimen-
sion d – fig. 17). This is related to the anthropometric dimension “Palm thickness” +
20mm [8], [6].
2. Frequency of the functional relation– this is almost identical with the previously
described problem area.

ƒ Transparent protective shield.


A brand new design solution has to be considered to solve the problem of the difficulty
in rotating the guard shield. As far as the ergonomic dimensions of the shield are con-
cerned, the width of the shield should be in compliance with the width of the drilling
head (150mm), and the height shall be in compliance with the (1.5 ÷ 1.85)*maximum
feed [13].
The following test criteria and their corresponding boundary conditions can be applied
here:
1. Ergonomic dimensions – degree of compliance of guard shield dimensions with the
operating area of the machine. Width (150 ÷ 170mm) and height (120 ÷ 150mm) of
guard shield [2], .
2. Ergonomic considerations for rotating the shield – evaluate the degree of con-
venience and simplicity of rotating the shield when tool change or other mainte-
nance operations are required. The maximum possible expert assessment score is
100 scores (i.e. the ideal situation).
3. Functionality – the degree of ergonomic compliance with the intended function. In
this particular case, consideration should be given to operator safety and visibility in
the operating area of the machine.
4. Frequency of the functional relation – the frequency of establishing the contact
between the operator and the guard shield.

ƒ Handle lever of the table lifting mechanism.


The following test criteria and their corresponding boundary conditions can be applied
here:
1. Ergonomic dimensions – Two dimensions are considered: the minimum distance
between the handle and the bench (min 53 mm) [8]; and the handle diameter (25 ÷
45mm) [14].
2. Ergonomic characteristics of shape – smooth and convenient to grip shape of the
handle is required.
3. Required effort – the effort to be applied to turn the handle and lift the worktable.
This should be compatible with the lifting capabilities of the right hand of the opera-
tor.
4. Functionality.
5. Frequency of establishing the functional relation
22

7. DESIGN OF THE TEST AND SAMPLE POPULATION


At this stage we will only develop the test to be used to evaluate the problem area. The
aim is to develop the kind of an evaluation system that will eventually serve to make a
comparative analysis of various options and ergonomic solutions allowing us to deliver
the optimum solution.
The test will be presented in the form of a table. It will be designed by following the or-
der of individual elements of the identified problem area. This means that a separate ta-
ble will have to be made to evaluate the solution provided for each individual ergo-
nomic problem. Thus, separate evaluation of each individual element of the pre-defined
problem area can be made. Moreover, the final assessment for all individual problems
can be added up to generate an overall ergonomic performance assessment of the identi-
fied problem area of the specified product.
The first column of the table will contain the test criteria as defined in the previous stage
of the present development. When more that one ergonomic dimensions are involved,
these are arranged one under the other. The last test criterion to be included in all tables
is the “Frequency of ergonomic relations”. Its role is a special one and will be explained
further.
The second column of the table is reserved for recommended boundary conditions.
Wherever possible, these are expressed by means of specific values and measurement
units (such as for “Ergonomic dimensions” and “Required effort”) or by means of de-
scriptions (such as for the colour selection when specific colours are recommended).
For the rest of the criteria, the possible maximum expert assessment are 100 scores (i.e.
the ideal situation) and this is also one boundary condition.
In the third column, the current value for criteria is indicated, expressed in specific fig-
ures and measurement units, and those for which description of state is provided.
In the fourth column an assessment is indicated expressed as percentage figures of the
ideal situation (100%) This is an expert assessment and is related to the compliance and
relation between columns 3 and 2.
Since different criteria are ranked in different priority (or weighing) in the overall as-
sessment of ergonomic performance (or human factor compliance), we will have to in-
troduce another column – weighing of corresponding test criteria. Indicated in this col-
umn are coefficients applied to the corresponding assessments to produce the actual im-
pact of each criterion for the final assessment of each individual element. Correspond-
ing weighings are determined by means of an expert evaluation based on statistics data
and experience related to the impact of individual criteria. Weighing values vary within
0 and 1.
Indicated in the last sixth column is the result of multiplying the assessment for each in-
dividual criterion and its corresponding weighing.
The assessment for the ergonomic performance of each individual described element of
the problem area is calculated by adding up in a vertical direction the criteria assess-
ments provided in column 6. The sum is then entered into box 2 (fig. 18) against the
“Frequency of ergonomic relation” criterion.
23

Now is the time to clarify that the “Frequency of ergonomic relation” criterion is in-
cluded here only to provide for trustworthy calculation of the overall ergonomic per-
formance assessment for the defined problem area. Therefore, columns “Current Condi-
tion” and “Assessment” and not filled in for this particular criterion and only the
“Weighing” column (1 - fig. 18) is filled in. In other words, this only serves to provide
weighing to the final assessment for each individual element of the identified problem
area when its final evaluation is made. The weighings of the “Frequency of the ergo-
nomic relation” criterion also varies within 0 – 1. Hence, the final assessment of each
element is calculated by multiplying the sum indicated in box 2 (fig. 18) by the weigh-
ing of the “Frequency of ergonomic relations” criterion (1 - fig. 18) and entering this re-
sult in box 3 (fig. 18). Figure 18 is a visual indication of the process of drawing the final
assessment for each individual element.

Criterion Boundary Conditions Current Condition Assessment Weight Assessment*


1 2 3 4 5 6 = 4*5
Criterion 1 ...... ......

Criterion 2 ...... ......

Criterion 3 ...... ......

Criterion 4 ...... ...... 1


2
Figure 18 Design of Test Assessment. 3
Key:
Red arrow ...... – multiply
Blue arrow ...... – enter result
Yellow arrow .. – sum of results

The overall ergonomic performance assessment for the product is calculated as the sum
of final assessments (3 - fig. 18) for each individual element of the problem area.
At this stage we can design assessment tables for individual elements of the problem
area. We can also design the sample population here.
ƒ We found for the first element of the problem area that the recommended diameter
for the spherical handle gripped by the fingers shall be in the upper part of the allowable
range of 12.5 - 40mm. In other words, this range can be viewed as a normal distribution
of values complying with the anthropometric characteristics. Anthropometric parame-
ters are often expressed as so called percentiles. Percentiles are such values of the con-
sidered anthropometric parameter that divide its variation order into 100 identical sec-
tions, such that the number of cases which have their values for this parameter within
two consecutive percentiles is 1% of the total number of cases considered. Therefore,
the values of the range limited by percentiles P50 and P95 – 35 – 40mm shall be entered
into the column “Boundary Conditions”. Figures are rounded to the closest standard
values for such handles (these products feature standard order of diameters).
24

ƒ We proceed in a similar way with the “Required effort” criterion but select the range
between P5 and P50 or when rounded up (this is quite insignificant in this particular
case), these are the values within 0.12 and 25 Nm.

Element 1: Handle of the drill head cover


Test Criteria Boundary Conditions Current Condi- Assessment Weighing Assessment*
tion
1 2 3 4 5 6 =4*5
Ergonomic dimensions:
- spherical handle dia 35 – 40 mm 1.0
Ergonomic characteris-
tics of shape 0 ÷ 100 0.5

Required effort 0.12 – 25 Nm 0.7


Functionality 0 ÷ 100
0.5
Frequency of establish-
ing functional relation 0÷1
0.75
Final Assessment =

ƒ For the second element for this criterion, the “Weight of the cover”, we have the
same range as for the previous element 0.12 to 12.5 Nm and the weight of the cover is
converted into kilograms. This is done because the two criteria are directly linked with
each other. We shall have to consider the size of the cover when defining the arm of the
momentum and the resistance of the locking mechanism. An advisable range for the
weight of the cover of 0, 65 - 69 N is thus obtained.

Element 2: Cover
Test Criteria Boundary Conditions Current Condi- Assessment Weighing Assessment*
tion
1 2 3 4 5 6 =4*5
Colour solution Contrast of the cover 0.45
Weight of cover 0.65 – 69 N 1.0
Ergonomic characteris-
tics of shape 0 ÷ 100 0.5

Functionality 0 ÷ 100
0.5
Frequency of establish-
ing functional relation 0÷1
0.75
Final Assessment =

Some of the identified ergonomic problems are very closely related to each other. This
is mostly true for the third and fourth elements – the feed levers and the clash in be-
tween levers & the drilling head. Moreover, the “Frequency of establishing the ergo-
nomic relation” test criterion is the same for both of them. Therefore, the two ergo-
25

nomic dimensions of the two elements will be arranged one under the other and as-
sessed separately.
ƒ The range of allowable values for the diameter of feed lever handles is defined simi-
lar to above, but it should be kept in mind here that the grip is made by the entire palm,
not just the fingers. Therefore, the values of the range limited by percentiles P50 and P95
– 35 ÷ 50 mm will be entered into the “Boundary Conditions” column.
ƒ The recommended distance between the feed handle and cover (dimension d – fig.
16) is equal at least to the anthropometric dimension “Palm thickness” + 20mm. For the
anthropometric dimension “Palm thickness” we shall consider percentile P95 for male
individuals, the value of which is 33mm. We can also use here the anthropometric di-
mension “Finger thickness” but since its values for P95 are lower, this was disregarded
for the sake of safety.
ƒ The maximum required effort to rotate the levers to advance the tool is = 280N at P5
for male individuals operating with their right hand. This effort is to overcome a resis-
tance of 72Nm. The required effort will have to overcome the resistance of the return
spring and the momentum T = 43.2Nm, caused by the maximum cutting speed (for tools
of ∅15mm Dia).
ƒ The Functionality criterion will be assessed for the convenience of operation (the
optimum number of levers for an 80mm feed and its corresponding angle of rotation).

Element 3&4: Handle levers and ball handles on them and Clash in between levers
& the drilling head
Test Criteria Boundary Conditions Current Condi- Assessment Weighing Assessment*
tion
1 2 3 4 5 6 =4*5
Ergonomic dimensions:
- spherical handle dia 35 – 50 mm 1.0
- distance between feed
handle and cover
min. 53 mm (=33+20) 1.0
Ergonomic characteris-
tics of shape 0 ÷ 100 0.5

Required effort max. 72Nm 0.7


Functionality 0 ÷ 100
0.5
Frequency of establish-
ing functional relation 0÷1
1.0
Final Assessment =

For the fifth element, the sum of weighings of the two ergonomic dimensions is equal to
1.0 and forms the overall weighing of the “Ergonomic dimensions” criterion.
26

Element 5: Transparent protective shield


Test Criteria Boundary Conditions Current Con- Assess- Weighing Assessment*
dition ment
1 2 3 4 5 6 =4*5
Ergonomic dimensions:
- width 150 – 180 mm 0.5
- height 120 – 150 mm 0.5
Ergonomic characteris-
tics of rotation 0 ÷ 100 0.5

Functionality 0 ÷ 100
0.85
Frequency of establish-
ing functional relation 0÷1
0.8
Final Assessment =

Issues for the sixth element are very similar to these adopted for element 3 (Handle lev-
ers and ball handles on them):

Element 6: Handle lever of the table lifting mechanism


Test Criteria Boundary Conditions Current Condition Assessment Weight Assessment*
1 2 3 4 5 6 =4*5
Ergonomic dimensions:
- handle dia 25 – 45 mm 1.0
- distance between
handle and table min. 53 mm 1.0
Ergonomic characteris-
tics of shape 0 ÷ 100 0.5

Required effort max. 90 Nm 0.7


Functionality 0 ÷ 100
0.5
Frequency of establish-
ing functional relation 0÷1
0.75
Final Assessment =

Further development of product problem definition

From all read and analysed so far we can further develop some elements from the prob-
lem area. This will act as a link to generating design solutions that will optimise the er-
gonomic performance of the product.

First of all, a solution can be adopted for the cover for an entirely new design of the
handle used to open it. This will avoid the spherical shape of the handle and a few more
components and will take us to the alternative of having a long plastic handle cast into
the cover. For the purposes of the assessment, we will only have to replace the dimen-
sion in the “Boundary conditions” column with a smaller value.
27

Eventual modification to the shape of the drilling head will result in significant changes
in the problem area: it will be possible to eliminate the hazardous edge, it will be possi-
ble to move the volume with the shut-down sensor, it will be automatically possible to
change the shape of the cover to better match it with the shape of the drilling head thus
providing better functionality. Since we are going to modify the drilling head, we will
also be able to increase the diameter of the gear shaft, thus changing significantly the
nature of the problem – the angle of rotation at maximum quill stroke will be reduced,
which then allows us to consider the option of having a single feed lever. This will in
turn eliminate the “Clash in between levers & the drilling head” problem.

For the guard shield we can say there is no danger of a flying metal chips between the
upper section of the shield and the bottom edge of the drilling head. This is due to the
fact that metal chips and other particles coming off during the cutting operation are cap-
tured by the centrifugal forces acting on the spindle, thus flying out only in the horizon-
tal plane within the safety range of the guard shield. Therefore, this problem is thus
eliminated.
28

8. TESTING OF THE CURRENT VERSION OF A15

8.1 Bench drilling machine assessment


The test thus designed is used to make an assessment of the bench drilling machine A15
in its current design version. The objectve is to generate an estimate of the ergonomic
characteristics of the pre-defined problem area. Separate assessment will be provided
for each individual characteristic element. Finally, individual assessments of each pa-
rameter will be added up to provide the overall general ergonomic assessment for the
pre-defined problem area of the product.
All this will allow us to draw conclusions on the extent of compliance of individual er-
gonomically critical machine elements relative to the human factor. And most important
– the extent of compliance will be quantifed. Then we will be able to consider where to
introduce eventual alterations in structural elements and how to direct them (the
Boundary conditions provided will serve as benchmark). We will be able to draw a
comparative analysis with the altered version of the machine based not only on the
overall general assessment but also on final assessments of individual elements.

Test Criteria Boundary Conditions Current Condition Assessment Weight Assessment*


1 2 3 4 5 6 =4*5
Element 1: Handle of the drill head cover
Ergonomic dimensions:
- spherical handle dia 35 ÷ 40 mm 18 mm 60 1.00 60.00

Ergonomic characteris-
tics of shape 0 ÷ 100 50 0.50 25.00

Required effort 0.12 ÷ 25 Nm 0.24 Nm 100 0.70 70.00


Functionality 0 ÷ 100 75 0.50 37.50
Frequency of establish-
ing functional relation 0÷1 0.75 192.50

Element 1: Final Assessment = 144.375


Element 2: Cover
Blue and green line
Colour solution White colour 25 0.45 11.25
of colours
Weight of cover 0.65 ÷ 69 N 12 N 100 1.00 100.00
Ergonomic characteris-
tics of shape 0 ÷ 100 60 0.50 30.00

Functionality 0 ÷ 100 75 0.50 37.50


Frequency of establish-
ing functional relation 0÷1 0.75 178.75

Element 2: Final Assessment = 134.063


29

Element 3&4: Handle levers and ball handles on them and Clash in between levers
& the drilling head
Ergonomic dimensions:
- spherical handle dia 35 – 50 mm 25 50 1.00 50.00
- distance between feed
handle and cover min. 53 mm (=33+20) 35 20 1.00 20.00

Ergonomic characteris-
tics of shape 0 ÷ 100 90 0.50 45.00

Required effort max. 72Nm 45.7Nm 70 0.70 49.00


Functionality 0 ÷ 100 60 0.50 30.00
Frequency of establish-
ing functional relation 0÷1 1.00 194.00

Element 3&4: Final Assessment = 194.00


Element 5: Transparent protective shield
Ergonomic dimensions:
- width 150 ÷ 180 mm 150 mm 100 0.50 50.00
- height 120 ÷ 150 mm 120 mm 100 0.50 50.00
Ergonomic characteris-
tics of rotation 0 ÷ 100 40 0.50 20.00

Functionality 0 ÷ 100 100 0.85 85.00


Frequency of establish-
ing functional relation 0÷1 0.80 205.00

Element 5: Final Assessment = 164.00


Element 6: Handle lever of the table lifting mechanism
Ergonomic dimensions:
- handle dia 25 – 45 mm 35 100 0.80 80.00
- distance between
handle and table min. 53 mm (=33+20) 60 85 0.80 68.00

Ergonomic characteris-
tics of shape 0 ÷ 100% 100 0.50 50.00

Required effort max. 90Nm 9Nm 100 0.70 70.00


Functionality 0 ÷ 100% 100 0.50 50.00
Frequency of establish-
ing functional relation 0÷1 0.75 318

Element 6: Final Assessment = 238.50

General assessment of the product = Σ Final Assessment 1 + 2 + 3&4 + 5+6 = 636.438


30

8.2 Consolidation of problem definition and idea generation

For element 1 – the assessment for the ergonomic dimension of the spherical handle is
60 although the current diameter (18mm) is beyond the range defined by the boundary
conditions calculated relative to percentiles P50 and P95 - 35 ÷ 40 mm (as we already
discussed in the current logbook, weeks 5 and 6). However, we must keep in mind in
this assessment that it occupies the lower section of the range recommended in existing
standards – 12.5 ÷ 40 mm. Therefore, the final assessment is slightly above 50 scores
as it still meets part of the compulsory requirements and ensures certain ergonomic
compliance with the human factor.
The ergonomic characteristics of shape is given lower score of assessment – 50 scores
and this is exactly due to the problem of the flat bottom section of the spherical handle,
which results in reduction of dimension b (see figure 14). Moreover, the spherical shape
in this particular case is a possible solution but not the best alternative.
The required effort is assessed at 100 scores since it entirely fits into the range calcu-
lated based on percentiles P5 and P50 and occupies the optimum lower section of the
range.
The function of the handle is associated solely with the opening of the cover and is
given a score of 75. This is influenced by some disadvantages in the ergonomic charac-
teristics of shape and the location of the handle itself (in the middle of the cover, on the
side) and this resulted in a 25 scores reduction of the final assessment. In other words,
the assessment here is influenced by previous criteria in as far as any interference is
available between some of the criteria.
Idea generation: Analysis indicates that ergonomic characteristics can be further im-
proved by increasing the size of the handle and altering its shape. The risk of slippage of
fingers when the cover is opened beyond and angle of 45° should be eliminated (figure
15-B). This can be achieved in the following two ways: either by incorporating certain
cutout to increase surface roughness of the sphere, or by altering the shape of the han-
dle. The fact that the grip here is by the fingers of the hand (and not by the palm or part
of the palm) and the negative effect caused by the location of the handle, give us
grounds to give preference to the second alternative.

For element 2 – the assessment given to the colour solution adopted for the machine is
very low, 25 scores, since using white colour as the basic colour for metal cutting ma-
chines is inappropriate. We must consider here the fact that the entire machine is
painted in white and no contrast is provided. Thus, discomfort is brought to the operator
resulting in subliminal sense of strain associated with the sterility of the white colour –
one instinctively is avoiding to touch it fearing of “leaving stains” on the surface. An-
other disadvantage is that white coulour is very easy to become dirty and look unsightly
as well as hard to keep clean. White colour features the lowest degree of “absorbing
dirt” (disguise dirt to a certain extent), which practically makes it impossible to conceal
dirt. Therefore, it is preferable to use other colours, such as some from the blue and
green line of colours usually recommended for engineering equipment.
31

The ergonomic characteristics of shape are given low assessment, only 60 scores, due to
the asymmetrical design and the influence of another element of the pre-defined prob-
lem area, element 4 (Clash in between levers& the drilling head).
The logics in awarding the scores for cover weight (required effort) criterion and func-
tionality criterion is similar to that adopted for element 1 above (certain interference be-
tween some of the criteria).
Idea generation: Analysis indicates that ergonomic characteristics can be further im-
proved by:
1. Re-painting the colour and the entire machine in different colour.
2. Adding contrast between the colour of the cover and the colour of the drill head –
this will rise the score for the assessment of the functionality criterion as a certain
shade of contrast will give an indication of the type of function involved.
3. Alter the shape to achieve symmetry – this can be done only provided certain altera-
tions in the shape of the drilling head are incorporated.
For elements 3&4 – the assessment score for the ergonomic performance of the size of
the spherical handle is 50 due to reasons similar to those given
above for the assessment of the cover handle. Althouth the current
diameter (25mm) is out of the range defined by the boundary con-
ditions calculated based on percentiles P50 and P95 - 35 ÷ 50 mm, it
falls into the lower section of the range recommended by available
industrial standards – 18 ÷ 50 mm. Therefore, it is given as as- ?
sessment score of 50 since it still complies with part of the compul-
sory requirements but it should be kept in mind here that the grip is
on the entire palm. The other ergonomically significant dimension, Figure 19
the distance between the machine feed handle and the cover, is
given an especially low assessment score since it does not comply with the requirements
for a minimum distance of 53mm.
The ergonomic performance of shape has been given a high assessment score of 90
since it is very convenient for the grip of the human hand. 10 scores less than the maxi-
mum score is due to the insufficiently smooth transition between the spherical section
and the elongation under the sphere (fig. 19), designed to give some support to the fin-
ger tips.
The required effort has been given an assessment of 70 scores in view of the fact that a
maximum score would be given to a machine of entirely different design solution
(automatic feed or at least worm driven feed). However, the current effort is still within
the normal range and is much lower when small diameter tools for drilling are employed
(this reduces the cutting force and hence, the effort required to overcome it).
As we already mentioned, when we consider functionality we assess the convenience
associated with functioning, which in this particular case is directly related to the num-
ber of levers. In the case of the current handle, it is necessary to change hands on the
handle lever when deeper drilling operations are involved and levers are rotated beyond
90°. Two is not the optimum number of levers for 80 mm feed distance and the relevant
angle of rotation.
32

To improve operational convenience we will have to consider if two levers are suffi-
cient for the specific feed distance of 80mm and its relevant angle of rotation (256°).
Therefore, we will consider an assessment
criterion for functionality, as well.
Idea generation: increase the size of the
handle and slightly alter the shape of the
transition to the elongated section to im-
prove ergonomic performance. As of the
“required effort” criterion – it is economi-
cally unjustified to make the design more
complicated for this particular type of ma-
chine. Moreover, the current required ef-
fort level is very good.
It would be preferable to have a single-
lever feed with a maximum angle of rota-
tion of 95 ÷ 100°. For this particular type
and size of machine and the degree of pre-
Figure 20
cision involved, it is unjustified to have a
larger number of handle levers, especially
for a feed distance of 80mm.
For element 5 – the assessment score of ergonomic performance of the Transparent
Protective Shield is 100 thanks to its complete compliance with the size of the opera-
tional area.
The ergonomic performance of its rotation has been assessed much lower – 40 scores,
which is due to the difficulty involved in turning it and the need to untighten and re-
tighten the side screw.
Functionality here is high, in as far as it concerns the degree of protection it provides for
the operator.
Idea generation: The only intervention here could be to incorporate a simple design so-
lution to help avoid the need for performing several operations to turn the shield.
For element 6 – the assessment score awarded to this element is rather high and no de-
sign or ergonomic modifications are considered here.

Synthesis of the design and test. Development of drawings/models.


Having completed the analyses and idea genera-
tion we can now proceed with the synthesis of
specific design solutions giving optimum con-
sideration to the ergonomic requirements placed
for individual elements. These solutions will ob-
serve individual elements and criteria and a sin-
gle adopted solution might sometimes meet
more than a single criterion due to their interre-
lation. This will be best illustrated by the fact
that the design solution adopted for the handles
Figure 21
33

will at the same time result in some alterations in the shape of the drilling head and the
cover.
1. We will have a single handle lever of different shape. To do this, the maximum an-
gle of rotation of this handle should be 95 ÷ 100°. Therefore, we have to increase the
pitch diameter of the gear shaft which transmits movement to the quill (fig. 20). If we
increase this to 100 mm then we will have: 48
25
l 80
= = 0.25 turns.
π * d 3.14 *100
This means the angle of rotation of the handle for
maximum drilling depth (80mm) will be
0.25*360° = 90° (fig. 21). – this is very conven-
ient to handle with just a single hand. The opening Sharp Soft
provided into the shaft will move back 22 mm.
The length of the lever will have to be increased Was Now
to compensate for this displacement and move this Figure 22
handle above the level of the cover handle. This,
along with a slight bend incorporated into the shape of the lever (1 - fig. 23) will move
the cover more than 53mm away (60mm - fig. 23). A longer lever will also reduce the
required effort (the arm of the applied force is longer, hence the required momentum is
reduced). The handle lever original position is vertical + 10° (fig. 21). This is much
more convenient and in compliance with the psycho-motor reactions of the operator,
since when he moves the lever the muscles of the biceps of his right hand contract and
this is the strongest possible movement of the hand. Moreover, the upper position
allows for some rest of the fingers and the palm using the vertical lever with handle as a
kind of support, thus allowing the
hand to relax when no feed is 60 3
2
required. This is exactly why these
+ 10° are added – to change the di-
rection of the load opposite to the
applied load.
2. Alteration in the size and shape 4 1
of the handle. The diameter of the
handle will be increased to
∅48mm. The shape of the handle
will be the same and only the
smoothness of the transition be-
tween the spherical and coni-
cal/cylindrical section will be
changed (fig. 22).
3. The cover will be located sym-
metrically when viewed from the
face. Movement shut-down sensor Figure 23
for “cover open” position is moved
back and into the drilling head to allow for some symmetry of the drilling head, and
hence – the cover of the machine (2 - fig. 23).
34

4. Alteration of the overall concept for the opening handle. The cover opening handle
will be machine-cast into the cover (the handle is part of the cover and hence, more
rigid: 3 – fig. 23) and is rectangular in shape along the length of the cover. The cross-
sectional view shape of the handle features smooth rounded edges, which is sufficiently
large (>20mm) and convenient to hold with the fingers of the hand.
5. Transparent protective shield is of the same shape (2 - fig. 23).. Some design
changes will be introduced on the sides where the clamp and height adjustment mecha-
nism is located. The following alterations are implemented by means of introducing two
additional grooves and a spring:
- When the shield is slightly lifted up (10 mm), it overcomes the pressure exerted by a
small spring and falls into a groove where it can be rotated to provide access to the
operational area of the machine. This is achieved with only a single slight movement
of the hand.
- A slight rotation into the opposite direction causes the spring to move the cover back
into its original lower position
6. Change the colour of the exterior of the machine. The white colour is replaced by
the more suitable and recommended for engineering equipment blue colour. The cover
is painted in deeper shade of blue to provide for some contrast and indication of its
functional purpose (fig. 23).
Figure 23 illustrates the final appearance of the machine after introducing above altera-
tions. This can now be subjected to the same test as the previous variant. The only dif-
ference will be observed in the name of the machine and the Boundary Conditions cal-
culated for the first element, since now it features an entirely different shape:

Test Criteria Boundary Conditions Current Condition Assessment Weight Assessment*


Element 1: Handle of the drill head cover
Ergonomic dimensions:
- depth of handle 20 ÷ 30 mm 30 mm 100 1.00 100.00

Ergonomic characteris-
tics of shape 0 ÷ 100% 85 0.50 42.50

Required effort 0.12 ÷ 25 Nm 0.24 Nm 100 0.70 70.00


Functionality 0 ÷ 100% 85 0.50 42.50
Frequency of establish-
ing functional relation 0÷1 0.75 255.00

Element 1: Final Assessment = 191.25


Element 2: Cover
Blue and green line
Colour solution Blue 100 0.45 45.00
of colours
Weight of cover 0.65 ÷ 69 N 12 N 100 1.00 100.00
Ergonomic characteris-
tics of shape 0 ÷ 100% 90 0.50 45.00

Functionality 0 ÷ 100% 90 0.50 45.00


35

Frequency of establish-
ing functional relation 0÷1 0.75 235.00

Element 2: Final Assessment = 176.25


Element 3&4: Handle levers and ball handles on them and Clash in between levers
& the drilling head
Ergonomic dimensions:
- spherical handle dia 35 – 50 mm 48 100 1.00 100.00
- distance between feed
handle and cover min. 53 mm (=33+20) 60 95 1.00 95.00

Ergonomic characteris-
tics of shape 0 ÷ 100% 100 0.50 50.00

Required effort max. 72Nm 39Nm 75 0.70 52.50


Functionality 0 ÷ 100% 100 0.50 50.00
Frequency of establish-
ing functional relation 0÷1 1.00 319.00

Element 3&4: Final Assessment = 347.50


Element 5: Transparent protective shield
Ergonomic dimensions:
- width 150 ÷ 180 mm 150 mm 100 0.50 50.00
- height 120 ÷ 150 mm 120 mm 100 0.50 50.00
Ergonomic characteris-
tics of rotation 0 ÷ 100% 100 0.50 50.00

Functionality 0 ÷ 100% 100 0.85 85.00

Frequency of establish-
ing functional relation 0÷1 0.80 205.00

Element 5: Final Assessment = 164.00


Element 6: Handle lever of the table lifting mechanism
Ergonomic dimensions:
- handle dia 25 – 45 mm 35 100 0.80 80.00
- distance between
handle and table min. 53 mm (=33+20) 60 85 0.80 68.00

Ergonomic characteris-
tics of shape 0 ÷ 100% 100 0.50 50.00

Required effort max. 90Nm 9Nm 100 0.70 70.00


Functionality 0 ÷ 100% 100 0.50 50.00
Frequency of establish-
ing functional relation 0÷1 0.75 318

Element 6: Final Assessment = 238.50


General assessment of the product = Σ Final Assessment 1 + 2 + 3&4 + 5+6 = 1141.50
36

Comparative Analysis
Figure 24 illustrates the ergonomic changes introducing above alterations:

Figure 24

Based on the results thus obtained we can draw up a comparative analysis between the
new version, the old version and an ideal variant (with all maximum assessment scores):

Elements New Old Improvement Ideal % of the ideal


variant variant % variant variant
A B C D = B/C*100% E F = B/E*100%
Element 1 191.25 144.375 132.4% 202.50 94.44 %
Element 2 176.25 134.063 131.4% 183.75 95.91 %
Elements 3&4 347.50 194.00 179.1% 370.00 93.91%
Element 5 188.00 164.00 114.6% 188.00 100 %
Element 6 238.50 238.50 0% 247.50 96.36%
General assessment 1141.50 874. 938 130.4% 1191.75 95.78 %

The table also shows the percentage improvement of the new version relative to the old
one and the percentage achieved by the new version relative to the ideal variant. Values
are exceptionally high - the overall improvement of ergonomic performance in the de-
fined problem area of the product is increased by 30.4% relative to the old version and
achieves 95.78% of the ideal assessment score, which is a very good result. Actually,
most of the insufficient reminder score is due to the “required effort” criterion for ele-
ment 3 & 4, where we already mentioned there are some objective causes (it is eco-
37

nomically unjustified to introduce automatic feed and the current solution provides for
sufficiently acceptable characteristics for this particular type and size of machine).
This is a very good result. However, the fact that the new version does not achieve
100% of the ideal level does not imply that the modified version is not sufficiently suc-
cessful. We must remember here that the subject of the study here is the currently exist-
ing machine and this means that alterations are introduced observing a number of other
requirements: technical, economic, etc. It is not a matter of designing a new product.
Therefore, some of the decisions are made giving priority to the economic efficiency or
observing available technical capabilities (and not necessarily achieving 100% ergo-
nomic performance). For example, part of the insufficient percentage required to
achieve the maximum value for elements 3 & 4 is due to the “required effort” criterion
where automatic feeding is economically unjustified. However, the score of 93.91%
achieved for this particular element is rather sufficient and ensures excellent
characteristics for this specific type and size of machine.
The analysis thus drawn up allows us to consider the level of ergonomic performance of
individual machine elements and adopt necessary decisions of introducing alterations in
locations where intervention is most required as well as the scope of such intervention.

The conclusion from all said so far is that the suggested new modified version of the
machine can be assessed as very good from ergonomic performance viewpoint.
38

9. PURPOSE OF THE STUDY


Critically develop a human factor requirements specification for design of existing
bench drilling machine, develop a suitable ergonomic performance test for assessment
of compliance with these requirements and apply ergonomic data to the design of the
machine.

9.1 Main Tasks


ƒ Identify ergonomic relations in the human-machine system;
ƒ Identify the problem area from an ergonomic viewpoint and analysis;
ƒ Design an ergonomic test to provide quantitative assessment of the extent of
compliance of the elements within the identified problem area with ergonomic
performance requirements;
ƒ Testing and consolidation of problem definition and idea generation;
ƒ Synthesis of test results and design.
Improvements in technological equipment result for machine design structure and other
influencing factors of working environment, (lighting, noise,
colours, etc.,) to be in agreement with the anatomic,
physiological and psychological characteristics of humans. In
other words, there is a need to adapt working environment to
human factor requirements.

Subject of the Ergonomic Development


The product to be described and improved in terms of
ergonomic characteristics in the present study is a bench-
drilling machine A15 (Fig. 25), manufactured by the company
ALZMETALL. This machine is available on the market for
15mm size models and is designed for drilling through holes
and blind holes and machining holes made in forgings,
castings, and semi finished products.

Working Environment
Figure 25 The bench-
The subject of the present project, the bench-drilling machine drilling machine A15
A15, belongs to the type of working environment which is
typical for the operation of Machine Tools (Metal Cutting). Its characteristic features
involve the following components: metal-cutting machine, units, tooling, auxiliary
attachments and equipment, working benches and furniture, production rooms, etc.

9.2 ANALYTICAL STUDY

Short study of bench drilling machine A15


The subject of the study is the functional purpose of the machine, the operational
movements involved in performing its functional purpose and the structural design of
the machine. Additionally, some other similar machine types were studied to get a
39

general idea of the overall direction of implementation of ergonomic solutions and to


develop a primary basic database for comparison.
A study was carried out of currently available Euopean standards and regulations stipu-
lating certain requirements for safety and reliability of column drilling machines.

Analysis of the Product from an Ergonomic Viewpoint


The objective of this analysis was to identify the ergonomic relations between the
human and the machine. The analysis of ergonomic characteristics describes how the
design of the bench-drilling machine A15 is made in
compliance with the anatomic, physiological and psy-
chological human characteristics. The following ergo- 2 7
nomic relations between Man and the machine were 1
identified and analysed:
ƒ Handle of the cover (1 - Fig. 26) - Human. Tactile
3 8
relation.
ƒ Cover (2 - Fig. 26) – Human. Tactile relation.
ƒ Control panel (3 - Fig. 26) – Human. Tactile and
visual relation. 6
ƒ Transparent protective shield (4 - Fig. 26) –
Human. Tactile and visual relation.
ƒ Handle levers (5 - Fig. 26) – Human. Tactile 5
relation.
ƒ Directions of movement – Human. Psycho- 4
physiological relation.
ƒ Work table handle (Fig. 27) – Human. Tactile
relation.
ƒ Feed mechanism (6 - Fig. 26) – Human. Tactile
Figure 26
relation.
ƒ Warning information (7 - Fig. 26 - nameplates) – Human. Visual relation.

Study Area with Main Problems


As a result of the outcome from the ergonomic analysis and in compliance with the
requirements placed by various regulations and standards, we were able to identify the
Problem Area for the bench drilling machine A15. Its
basic elements were defined as follows:
ƒ Handle of the drill head cover;
ƒ Cover;
ƒ Handle levers and ball handles on them;
ƒ Clash in between levers & the drilling head (8 -
Fig. 26); Figure 27
ƒ Transparent protective shield.
ƒ Handle lever of the table lifting mechanism
These were subjected to further more detailed ergonomic study and development.
40

Analysis of Problem Suitable for Test


The present analysis is directed at identifying the problems within the defined Problem
Area which will eventually be used as the base for developing a system of criteria.
Moreover, the aim was to use this as a base to develop a test to provide a quantitative
assessment of ergonomic complinace of the studied product. Specific characteristics of
ergonomic relations with the human factor were defned for each individual element in
the Problem area, paying special attention to issues where the probability of interference
of relations is the highest (when comparing currently existing parameters to required
ones).

9.3 HYPOTHESIS OF THE PROPOSED ERGONOMIC TEST

Test Criteria
Certain basic criteria were synthesised based on the analysis and these were then used to
assess the adopted ergonomic solutions. These constitute the first and most significant
component of the test being developed [17]. Various elements of the pre-defined
problem area feature the same criteria. For example: Ergonomic dimensions, Ergonomic
characteristics of shape, Functionality, and the Frequency of establishing the functional
relation [18]. It should be kept in mind that each individual criterion strongly and
primarily depends on the specific element it is applied to. For example, the “Ergonomic
dimensions” criterion for Handle of the drill head cover element refers to the size of a
diameter, while for the Transparent protective shield element it refers to linear
dimensions.

Boundary Conditions
This is the second test component. Boundary conditions are directly related to corre-
sponding criteria and the requirements placed by current regulations and standards. But
before being incorporated into the test, boundary conditions are calculated relative to
percentiles applicable to each individual element. For example, the values recom-
mended for the “Ergonomic dimensions” criterion for the first element, Handle of the
drill head cover, are in the range of 12.5÷40mm but since there is a requirement for
these values to fall within the range between percentiles* P50 and P95, then boundary
conditions are re-calculated to arrive at 35÷40mm. Thus, exerpts from statistics of
conducted anthropometric studies are considered. The decision as to which particular
percentile is to be used is based on analytical methods (eg. for external dimensions
small sizes are significant – percentile P5, and for external dimensions – large sizes –
perentiles P95).
Boundary conditions are expressly defined where possible using specific values and
measurement units (such as, for example, for “Ergonomic dimensions” and “Required
effort”) or by means of describing the status (for example, preferred colour for the

*
Anthropometric parameters are often expressed as so called percentiles. Percentiles are such values of the consid-
ered anthropometric parameter that divide its variation order into 100 identical sections, such that the number of
cases which have their values for this parameter within two consecutive percentiles is 1% of the total number of cases
considered.
41

adopted colour solution). The maximum possible expert assessment score for the rest of
the criteria is 100 scores (i.e. the ideal situation).

Design of Test and Method of Assessment


The test is illustrated in a table listing individual elements within the specified problem
area. A corresponding section in the table provides the assessment of the solution
adopted for each individual ergonomic problem (Figure 28). Each section ends with a
final assessment for the individual element. Thus a separate assessment is provided for
each element within the pre-defined problem area. Finally, assessment scores awarded
to individual problem elements are added up to provide the general ergonomic
performance assessment for the pre-defined problem area of the product.
The first column of the table will contain the test criteria. When more that one ergo-
nomic dimensions are involved, these are arranged one under the other. The last test cri-
terion to be included in all tables is the “Frequency of ergonomic relations”. Its role is a
special one and will be explained further.
The second column of the table is reserved for calculated boundary conditions.
In the third column, the current value for criteria is indicated, expressed in specific fig-
ures and measurement units, and those for which description of state is provided.
The fourth column contains the assessment for the specific criterion. This can range be-
tween 0 and 100 scores (the ideal variant). The assessment is an expert type of assess-
ment and depends on the correspondence and ratio between columns 3 and 2. Some-
times the assessment awarded to a particular criterion is affected by the non-fulfillment
of some other criterion. This is due to the fact that there is a certain extent of interfer-
ence between some of the criteria; these criteria form a system of interrelations for each
individual element. Scores plus or minus are provided for the assessment of each of
these interrelations.
Since different criteria Criterion Boundary Conditions Current Condition Assessment Weight Assessment*
are ranked in different 1 2 3 4 5 6 = 4*5

priority (or weighing) in Criterion 1 ...... ......

the overall assessment of Criterion 2 ...... ......

ergonomic performance Criterion 3 ...... ......

(or human factor compli- Criterion 4 ...... ...... 1


ance), we will have to in-
troduce another column
2
– weighing of corre-
sponding test criteria. Figure 28
3
Indicated in this column Key:
Red arrow ....... – multiply
are coefficients applied Blue arrow....... – enter result
to the corresponding as- Yellow arrow .. – sum of results
sessments to produce the
actual impact of each criterion for the final assessment of each individual element. Cor-
responding weighings are determined by means of an expert evaluation based on statis-
tics data and experience related to the impact of individual criteria. Weighing values
vary within 0 and 1.
42

Indicated in the last sixth column is the result of multiplying the assessment for each in-
dividual criterion by its corresponding weighing.
The assessment for the ergonomic performance of each individual described element of
the problem area is calculated by adding up in a vertical direction the criteria assess-
ments provided in column 6. The sum is then entered into box 2 (fig. 28) against the
“Frequency of ergonomic relation” criterion.
The “Frequency of ergonomic relation” criterion is included here only to provide for
trustworthy calculation of the general ergonomic performance assessment for the de-
fined problem area. Therefore, columns “Current Condition” and “Assessment” are not
filled in for this particular criterion and only the “Weighing” column (1 - fig. 18) is
filled in. In other words, this only serves to provide weighing to the final assessment for
each individual element of the identified problem area when its general assessment (for
the overall Problem Area) is made. The weighings of the “Frequency of the ergonomic
relation” criterion also vary within 0 – 1. Hence, the final assessment of each element is
calculated by multiplying the sum indicated in box 2 (fig. 28) by the weighing of the
“Frequency of ergonomic relations” criterion (1 - fig. 28) and entering this result in box
3 (fig. 28).
Figure 28 is a visual indication of the process of drawing the final assessment for each
individual element (i.e. for each separate section in the general table). The general
assessment of ergonomic performance of the product is derived as the sum total of all
final assessment scores (provided in box 3, Figure 28) for each individual element of the
problem area.

9.4 RESULTS

Testing of current machine version


The test thus designed is used to assess the ergonomic performance characteristics of
the bench drilling machine A15 in its current design version. The purpose is to generate
an ergonomic performance assessment of the pre-defined problem area.
Table 1
Test Criteria Boundary Conditions Current Condition Assessment Weight Assessment*
Element 1: Handle of the drill head cover
Ergonomic dimensions:
- spherical handle dia 35 ÷ 40 mm 18 mm 60 1.00 60.00
Ergonomic characteristics of shape 0 ÷ 100 50 0.50 25.00
Required effort 0.12 ÷ 25 Nm 0.24 Nm 100 0.70 70.00
Functionality 0 ÷ 100 75 0.50 37.50
Frequency of establishing functional relation 0÷1 0.75 192.50
Element 1: Final Assessment = 144.375
Element 2: Cover
Colour solution blu-green white 25 0.45 11.25
Weight of cover 0.65 ÷ 69 N 12 N 100 1.00 100.00
Ergonomic characteristics of shape 0 ÷ 100 60 0.50 30.00
Functionality 0 ÷ 100 75 0.50 37.50
Frequency of establishing functional relation 0÷1 0.75 178.75
Element 2: Final Assessment = 134.063
43

Element 3&4: Handle levers and ball handles on them and Clash inbetween levers & the drilling head
Ergonomic dimensions:
- spherical handle dia 35 – 50 mm 25 50 1.00 50.00
- distance between feed handle and cover min. 53 mm (=33+20) 35 20 1.00 20.00
Ergonomic characteristics of shape 0 ÷ 100% 90 0.50 45.00
Required effort max. 72Nm 45.7Nm 70 0.70 49.00
Functionality 0 ÷ 100% 60 0.50 30.00
Frequency of establishing functional relation 0÷1 1.00 194.00
Element 3&4: Final Assessment = 194.00
Element 5: Transparent protective shield
Ergonomic dimensions:
- width 150 ÷ 180 mm 150 mm 100 0.50 50.00
- height 120 ÷ 150 mm 120 mm 100 0.50 50.00
Ergonomic characteristics of rotation 0 ÷ 100% 40 0.50 20.00
Functionality 0 ÷ 100% 100 0.85 85.00
Frequency of establishing functional relation 0÷1 0.80 205.00
Element 5: Final Assessment = 164.00
Element 6: Handle lever of the table lifting mechanism
Ergonomic dimensions:
- handle dia 25 – 45 mm 35 100 0.80 80.00
- distance between handle and table min. 53 mm (=33+20) 60 85 0.80 68.00
Ergonomic characteristics of shape 0 ÷ 100% 100 0.50 50.00
Required effort max. 90Nm 9Nm 100 0.70 70.00
Functionality 0 ÷ 100% 100 0.50 50.00
Frequency of establishing functional relation 0÷1 0.75 318
Element 6: Final Assessment = 238.50

General assessment of the product = Σ Final Assessment 1 + 2 + 3&4 + 5 + 6 = 874.938

The extent of compliance of individual machine elements which are of critical


significance to the human factor was expressed in a quantified assessment of 874.938
scores (with a maximum possible score of 1122.438). The analysis of results compared
to the maximum possible number of scores (the ideal variant) allowed us to identify the
field and direction where design modifications are to be implemented in order to
improve the ergonomic performance of individual elements and the machine as a whole.
Consolidation of problem definition and idea generation was also carried out to improve
overall ergonomic performance of the machine.

Design solutions
Following the analyses carried out and the
idea generation process we proceeded with
the synthesis of specific design solutions
observing to an optimum extent the
ergonomic requirements for individual
elements.
1. A single feed lever is now provided and
its shape is altered, as well. The handle
lever will have a maximum angle of rotation
of 90° for a maximum drilling depth of
80mm (fig. 29). Its original position is
vertical + 10°. This is much more
convenient and in compliance with the
psycho-motor reactions of the operator, Figure 29
44

since when he moves the lever the muscles of the biceps of his right hand contract and
this is the strongest possible movement of the hand. Moreover, the upper position
allows for some rest of the fingers and the palm using the vertical lever with handle as a
kind of support, thus allowing the hand to relax when no feed is required. This is exactly
why these + 10° are added – to change the direction of the load opposite to the applied
load [18].
The change in the shape of the lever (1 - fig. 31) results in moving the cover 60mm
away and expanding the safety area for the hand. The longer lever also results in a
reduction of the required effort. The design changes resulting from all these alterations
are: increased pitch diameter of the gear shaft, which transmits movement to the quill;
and move the shaft 22 mm back. These are technically feasible solutions with the
current design of the drilling head.

2. Alterations in the size and shape of the feed lever 48


handle. The diameter of the handle will be increased 25
to ∅48mm. The shape is kept practically the same
with the only alteration in the smoothness of
transition between its spherical and
conical/cylindrical section, as illustrated in fig. 30. As
a result of this a larger contact area is ensured
between the palm and the handle. The shape of Sharp Soft
elongation in the bottom section of the sphere follows
the curve of the finger tips and improves the Was Now
convenience and stability of the grip; fingers “fit into
Figure 30
their position” [19].

3. The cover looks symmetrical when viewed from the face. The movement shut-off
sensor for “cover open” position is moved back and into the drilling head and this
allows us to achieve 60 3
symmetry of the drilling 2
head and hence, the
machine cover (2 - fig. 31).
This alteration is also
technically feasible.

4. Alteration in the overall 4 1


concept for the handle
used to open the cover. The
handle is cast into the cover
(3 – fig. 31). This improves
rigidity. The area of contact
is also increased several
times. The risk of slippage
is avoided when the cover
is opened beyond 45°. The
handle is cast rectangular in
shape and along the length
of the cover. This results in Figure 31
45

the following positive effects:


- In a purely psycho-physiological aspect, it is not so hard for the operator to notice
its location in his peripheral sight [20].
- In an aesthetic aspect the new handle is a far better match of both the size and
shape of the cover.
When viewed crosswise, the shape of the handle features smooth rounded edges,
sufficient size (>20mm) and convenient for the fingers of the hand.

5. New way of turning the Transparent protective shield. The shape of the shield is left
unchanged and only the design solution which provides for its rotation is modified. This
is technically simple and feasible. The following movements are required:
- Slight lift of the shield (10 mm) and it can be rotated to provide access to the
operational area of the machine.
- Slight turn in the opposite direction and the spring retracts it into the previous
lower position.

6. The colour of the machine is changed. White colour is replaced by the far more
suitable and recommended blue colour. The cover is painted in darker shades of blue to
achieve contrast and give an indication of its functional purpose – “colour distinction of
functions” [21]. Thus, all drawbacks of the previously adopted colour solution are
avoided. Figure 31 illustrates the final appearance of the machine after all alterations
are complete. Now it can be subjected to the same test which was applied to the old
version.

9.5 TESTING THE NEW MACHINE VARIANT


The altered design of the machine is assessed based on the same test. The only
difference is the name of the first element and its boundary conditions, as now it
features different shape.
Table 2
Test Criteria Boundary Conditions Current Condition Assessment Weight Assessment*
Element 1: Handle of the drill head cover
Ergonomic dimensions:
- spherical handle dia 20 ÷ 30 mm 30 mm 100 1.00 100.00
Ergonomic characteristics of shape 0 ÷ 100 85 0.50 42.50
Required effort 0.12 ÷ 25 Nm 0.24 Nm 100 0.70 70.00
Functionality 0 ÷ 100 85 0.50 42.50
Frequency of establishing functional relation 0÷1 0.75 255.00
Element 1: Final Assessment = 191.25
Element 2: Cover
Colour solution blu-green blu 25 0.45 45.00
Weight of cover 0.65 ÷ 69 N 12 N 100 1.00 100.00
Ergonomic characteristics of shape 0 ÷ 100 90 0.50 45.00
Functionality 0 ÷ 100 90 0.50 45.00
Frequency of establishing functional relation 0÷1 0.75 235.00
Element 2: Final Assessment = 176.25
46

Element 3&4: Handle levers and ball handles on them and Clash in between levers & the drilling head
Ergonomic dimensions:
- spherical handle dia 35 – 50 mm 48 100 1.00 100.00
- distance between feed handle and cover min. 53 mm (=33+20) 60 95 1.00 95.00
Ergonomic characteristics of shape 0 ÷ 100% 100 0.50 50.00
Required effort max. 72Nm 39Nm 75 0.70 52.50
Functionality 0 ÷ 100% 100 0.50 50.00
Frequency of establishing functional relation 0÷1 1.00 347.50
Element 3&4: Final Assessment = 347.50
Element 5: Transparent protective shield
Ergonomic dimensions:
- width 150 ÷ 180 mm 150 mm 100 0.50 50.00
- height 120 ÷ 150 mm 120 mm 100 0.50 50.00
Ergonomic characteristics of rotation 0 ÷ 100% 100 0.50 50.00
Functionality 0 ÷ 100% 100 0.85 85.00
Frequency of establishing functional relation 0÷1 0.80 235.00
Element 5: Final Assessment = 188.00
Element 6: Handle lever of the table lifting mechanism
Ergonomic dimensions:
- handle dia 25 – 45 mm 35 100 0.80 80.00
- distance between handle and table min. 53 mm (=33+20) 60 85 0.80 68.00
Ergonomic characteristics of shape 0 ÷ 100% 100 0.50 50.00
Required effort max. 90Nm 9Nm 100 0.70 70.00
Functionality 0 ÷ 100% 100 0.50 50.00
Frequency of establishing functional relation 0÷1 0.75 318.00
Element 6: Final Assessment = 238.50

General assessment of the product = Σ Final Assessment 1 + 2 + 3&4 + 5 + 6 = 1141.50

9.6 ANALYSIS OF RESULTS


The results from the test (table 1 and table 2) were used to draw a comparative analysis
(table 3) between the new version, old version and the ideal variant (column E where all
scores are maximum):
Table 3
Elements New Old Improvement Ideal % of the ideal
variant variant % variant variant
A B C D = B/C*100% E F = B/E*100%
Element 1 191.25 144.375 132.4% 202.50 94.44 %
Element 2 176.25 134.063 131.4% 183.75 95.91 %
Elements 3&4 347.50 194.00 179.1% 370.00 93.91%
Element 5 188.00 164.00 114.6% 188.00 100 %
Element 6 238.50 238.50 0% 247.50 96.36%
General assessment 1141.50 874. 938 130.4% 1191.75 95.78 %

The table also includes the coefficient of improvement of the new variant compared to
the old one (column D = B/C*100%), as well as the percentage improvement of the new
version relative to the ideal variant (column F = B/E*100%). Values are especially high
– the overall improvement of ergonomic characteristics of the problem area of the
47

product is improved by 30.4% relative to the old version and reaches up to 95.78% of
the ideal assessment score.
This is a very good result. However, the fact that the new version does not achieve
100% of the ideal level does not imply that the modified version is not sufficiently suc-
cessful. We must remember here that the subject of the study here is the currently exist-
ing machine and this means that alterations are introduced observing a number of other
requirements: technical, economic, etc. It is not a matter of designing a new product.
Therefore, some of the decisions are made giving priority to the economic efficiency or
observing available technical capabilities (and not necessarily achieving 100% ergo-
nomic performance). For example, part of the insufficient percentage required to
achieve the maximum value for elements 3 & 4 is due to the “required effort” criterion
where automatic feeding is economically unjustified. However, the score of 93.91%
achieved for this particular element is rather sufficient and ensures excellent
characteristics for this specific type and size of machine.
Complete match, a 100% achievement of the ideal version, is observed for element 5.
The next highest match percentage is for element 6 (96.36%) where no alterations are
introduced since the result is originally high. High match rates are also observed for the
rest of the elements within the problem area – above 90% as an average.
48

9.7 CONCLUSIONS
ƒ The suggested modified version of the bench-drilling machine A15 features 30.4%
higher general ergonomic performance compared to the old variant;
ƒ The overall general ergonomic performance achieves an exceptionally high percent-
age of match with the ideal variant, 95.78%;
ƒ Causes for failure to achieve a 100% match with the ideal variant in some of the
elements are purely objective; they are of economic and technical nature;
ƒ The highest improvement in ergonomic performance compared to the old version is
achieved for element 3&4 – 79.1%;
ƒ Improved are both ergonomic and aesthetic characteristics of the machine.
The final conclusion after all said so far is that the suggested new version can be
assessed as very good from an ergonomic viewpoint.

Figure 32 illustrates the final comparison between the old and the new machine:

Figure 32
49

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IMPROVEMENT IN COMPLIANCE WITH THE HUMAN-MACHINE
AN ERGONOMIC TEST FOR A BENCH DRILL DESIGN

PERFORMANCE REQUIREMENTS

The present book describes elements of the manufacturing


environment, machine Tools -Metal Cutting. The objective is to
identify and evaluate the role of the human factor in this particular
environment. The result will be an improved level of compliance of
this environment with human anthropometric and psycho-
physiological characteristics and increased confidence and
satisfaction. The product to be described and improved in terms of
ergonomic characteristics in the book is a bench drilling machine
A15, by the Alzmetall Company. Available on the market of a 15mm
size, the machine is designed for drilling through and blind holes and
machining holes made in forgings, castings, and semi finished
products.
The objectives of the presented study have been achieved using
analytical methods and subsequent results synthesis. The method
will aim at identifying the ergonomic relations in the Human-
Machine-Environment system, making a comparative analysis and
subsequent generation and possible designn solutions. For the
purposes of the present project we selected the metal cutting
machines as the field of studying the interrelations between the
human factor and manufacturing environment. The aim of the book is
to show the position of the human factor in this system and it will be
achieved by determining the ergonomic relations between humans
and environment. These relations characterise specific locations
and ways of interaction between the human factor and the
components of the working environment. Therefore, we will adopt
the term “identifying the ergonomic relations in the system”.

Miltiadis A. Boboulos, Ph.D.


Dip. Eng. Lazar Peshev

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