Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems 2009 Occupational Safety & Health Council Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Content Page No 1. Executive Summary 3-7 2. Research Background 7-8 3. Research Rationales 9 4. Strategies for Completing the Study 10 5. Stage 1: Expert Interviews on Utilization of Notebook Computers in Industry 11-19 6. Stage 2a: Territory Wide Telephone Survey on Utilization of Notebook Computers 20-36 7. Stage 2b (Part 1): Field Survey on Utilization of Notebook Computer by Adult Workers 37-58 8. Stage 2b (Part 2): Telephone/ Online Survey on Utilization of Notebook Computer 59-67 9. Stage 3: Recommendations and Development of Handbook of Good Practices 68-83 10. Project Conclusion Occupational Safety and Health Council 84-88 2 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems EXECUTIVE SUMMARY 1. Background Nowadays the use of desktop and notebook computers are very popular in the workplaces. For notebook computers, its mobility provides great convenience to the users. However, due to its design characteristics (e.g. keyboard cannot be detached from the display screen), users may experience difficulties in maintaining a healthy posture when using it, and may experience musculoskeletal discomforts or other health problems after prolonged use. Therefore, the Occupational Safety and Health Council commissioned Professor Chetwyn C.H. Chan of Department of Rehabilitation Sciences of The Hong Kong Polytechnic University and his Ergonomic and Human Performance Laboratory to conduct a research on utilization and its related issues on notebook computers in Hong Kong in late 2007. The objective of this research is to gain an understanding on the utilization situations of notebook computers and the associated Occupational Safety and Health (OSH) issues among the notebook computer users, and then suggest recommendations for enhancing the occupational safety and health for the use of notebook computers. The research was conducted between October 2007 and February 2009. There were three stages. Stage 1 was interviews of OSH experts, employers and notebook computer users on utilizations of notebook computers and their associated problems. Stage 2 was to launch a Hong Kong wide telephone survey on the utilization patterns and health-related issues associated with usage of notebook computers. The Survey covered adult workers and school-age children, and findings were substantiated by conducting anthropometric measurements on selected notebook computer users under real work environment. The data would enable us to identify the personal and/or work factors which could attribute to the problems such as musculoskeletal discomforts reported as experienced by notebook computer users. Stage 3 was to conduct focus group interviews with which recommendations on promoting occupational safety and health of notebook computer users were generated. Occupational Safety and Health Council 3 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems 2. Findings Sample Size According to Comrey and Lee (1992), the adequacy of sample size can be defined as: N=100 is poor, N=200 is fair, N=300 is good, N=500 is very good, and N=1,000 or more is excellent. Another criterion used is Gorsuch (1983) of which the minimum sample size for 86 items covered in this study would be 430. The sample size of the telephone survey conducted in Stage 2a is 500600 for each of the working adult and school-age children groups. The results obtained based on the working adult or school-age children group can therefore be regarded as having an adequate sample size and of “good” validity. It is important to note that the results obtained for the subgroups such as those who reported using notebook computer versus those who did not, or those reported having high level of discomfort versus those who did not, might suffer from inadequate sample sizes. Readers should be cautious when interpreting the results and the conclusion drawn from the analyses at the sub-group level (see limitations of study). Nevertheless, the sample size of the field assessment (N=100) conducted in Stage 2b on the use of notebook computer, anthropometric measurements, and bodily discomfort can be regarded as adequate as the data generated was based on one-on-one assessment. The criterion used is 30 subjects for small group study (Portney and Watkin, 2009). The results obtained in the field assessment are regarded as having an adequate sample size and of “good” validity. In Stage 1, a total of 57 participants were successfully interviewed out of making 532 contacts by the research team. The participants were recruited mainly from: (1) finance, insurance, real estate and business; (2) social, community and personal services; (3) wholesale and retail; and (4) logistic, storage and communication. The participants in this stage were experts in OSH, representatives of employers, and notebook computer users. The results from the interview indicated that usage of notebook computers was largely different from before. Nevertheless, the conventional functions to be supported by notebook computers such as short duration, out of office usage, and presentation and emailing did not seem to be the only utilization purposes Occupational Safety and Health Council 4 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems among the users. Rather, notebook computers were reported to be used for prolonged typingrelated functions such as word processing, surfing the Internet, information search, and data entry. Besides the decision of selection, notebook computers could be selected because of limited desktop space in offices and/or administrative directives of companies. The interviews of the participants did not reveal obvious problems associated with usage of notebook computers. For instance, as reported by the participants, they did not aware of existence of musculoskeletal discomforts, pain and work-related disorders among the users. The results obtained from Stage 1 were useful for setting the framework for Stage 2 of the research. The most important finding was that utilization of notebook computers seems to scatter across different industries and has a wide variety which tends to depend on preferences of the users and their companies’ procurement policies. The Telephone Survey conducted in Stage 2 was contracted out to the Public Governance Program of Lingnan University. The Survey successfully interviewed 517 working adults and 503 school-age children. The main finding was that notebook computers (34%) were still less commonly used than desktop computers (66%) among the working adults in Hong Kong. It was however important to note that about half of the adult respondents indicating using notebook computes (51.1%) claimed using them for a prolonged period of time, i.e. longer than six hours a day. The prolonged usage was further aggravated by the notion that these respondents used notebook computers for typing-related tasks such as word processing (57.3%) and web browsing (49.6%). Such utilization patterns were found to be slightly different from those who reported using desktop computers in the Survey. The results indicated that musculoskeletal discomforts commonly existed in the shoulder neck (26% of the working adults in the Telephone Survey (N=517) and 77% in the Field Survey (N=100)), the wrist (14.5% and 29%), and the eyes (9.2% and 50%). The proportion of the respondents reporting having discomforts were found to associate with the age of the respondents, the duration of utilization in particularly for longer than six hours a day and more than two years, and the use for word processing (and Internet surfing, data entry and presentation revealed in the field test). It was found that the discomforts also would be aggravated if the users did not report using external accessories such as monitor, keyboard and mouse and attending training sessions on occupational safety and health. In fact, Occupational Safety and Health Council 5 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems only very small portion of the respondents (11.8%) attended these training sessions. The findings from the field assessments and the match between the users’ anthropometric dimensions and the workstations further supported the findings. On average, the users’ eye-level was found to be higher than the screen of the notebook computers by about 15cm (Min=1.5cm, Max=29cm). The elbow height was on average lower than the desktop by about 6cm. The illumination was on average higher than the common practices (i.e.300-500 LUX) which was 709.6 LUX. The findings from the Survey and field assessment were consistent suggesting the potential of developing musculoskeletal disorders among the notebook computer users. The analyses revealed the close relationships between awkward posture, improper design of the workstations in particularly outside the office environment, lack of training on proper use of notebook computers, and bodily discomforts. This can be due to the fact that the current regulation is less easy for applying to the use of notebook computers in particularly when these computers are mobile and used both in- and out-of the office. The inadequate provisions of the workstations and improper utilization of notebook computers are also the main attributes to the problems. For school-age children, the percentage of use of notebook computers was less than the working adults (16.5%). The purposes for them to use notebook computers were word processing (47.5%), web browsing (42.4%) and entertainment (35.6%). For health-related problems, some of the school-age children reported discomforts in the shoulder and neck (16.9%), eyes (13.6%), and lower back (10.2%). 3. Good Practices and Recommendations Based on the findings of this research, the research team suggested recommendations which might help notebook computer users to lower the risk of having musculoskeletal- and other occupational health-related problems. The principles underlying the Occupational Safety and Health Regulation on Manual Handling Operations are to reduce the weight, distance and duration for carrying with the notebook computer; encourage regular break during carrying; and Occupational Safety and Health Council 6 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems use ergonomic gadgets such as backpack or hand trolley. The principles underlying the Occupational Safety and Health (Display Screen Equipment) Regulation are to achieve a match between the users’ anthropometric dimensions and the workstation; use ergonomic external accessories (e.g. external keyboard, mouse, etc.); conduct notebook computer specific risk assessments; encourage stretching exercises and taking rest breaks; and providing informative training on proper use of notebook computers. Besides, having the potential users and their employees to reconsider the needs for using and/or prescribing notebook computers in the workplace is deemed crucial. The experience gained in this research is that in most circumstances the use of notebook computers in offices was not likely to be necessary. What it means is that employers should conduct a thorough needs assessment on notebook computers before prescribed them to their employees. A decision tree was constructed and proposed in this report to facilitate employers and users make a suitable decision when choosing notebook computers. Last but not least, an adapted risk assessment form was constructed to facilitate employers and users to identifying occupational health risks from using notebook computer, so that they can implement relevant actions for lowering these risks. RESEARCH BACKGROUND With the rapid development of modern technology, personal computers (PC) have become one of the most common used display screen equipment devices in a workplace. There are numerous studies which reveal the associations between work-related musculoskeletal disorders, occupational health and use of computer in particular when the usage is of extended period of time (Bergqvist et al., 1995; Gerr et al., 2004; Leung et al., 2004; Tittiranonda et al., 1999; Sung et al., 2003). However, these studies have been involved the use of desktop computer inside the office, monotonous work content, and workers’ adopting a sustained sitting posture (Szeto et al., 2002, 2005a, 2005b). The findings in general are using ergonomic features such as foot-rest and keyboard, maintaining an upright posture with elbow and knee at a right angle, varied work content, taking rest breaks and typing less than four hours per day (Leung et al., 2004; Sung et al., 2003). The research has also shown that certain workers had tendencies to adopt abnormal Occupational Safety and Health Council 7 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems postures and muscle activity patterns which became habitual and contributed to their chronic musculoskeletal problems (Szeto et al., 2005a, 2005b). Nevertheless, the changes in the ways business and industries conducted have shaped the ways which computers are used in the workplace. Because of globalization and concepts of mobile business, workers nowadays rely more and more on notebook rather than desktop computers. The main features which enable notebook computers to serve their purposes are that they are small in size, relatively light in weight and have compact input devices. Because of its portability and convenience, notebook computers are now commonly used by businessmen in traveling or meeting out of office. Nevertheless, the popularities of notebook computers have also created escalating concerns among the users. First and most of all, its small in size has led to the fact that notebook computers are also commonly used inside offices. The indoor usage has resulted in occupational health issues such as musculoskeletal pain and eyestrains (Blehm et al., 2005). It is anticipated that as their sizes are smaller and the screen and keyboard hinged together, the musculoskeletal problems arising from prolonged use of notebook computers will be even more prevalent than that of desktop computers. With a densely populated environment and a boom in economy, Hong Kong provides a very limited office space and therefore there is an urgent need to study the utilization characteristics and health consequences associated with notebook computer use. There are several overseas studies reported the use of laptop computers and their health-related issues. These studies put their emphases on examining and comparing with the posture and muscle activities involved in using laptop computer and those with the desktop computers on healthy young adults (e.g. Straker et al., 1997; Szeto et al., 2002; Villaneuva et al., 1998). There are very little published data available on the usage of notebook computers and their associated occupational health problems. The findings may also not be readily generalized and used as guidelines for the local industries due to differences in statutory regulations across geographic regions and possible differences in usage habit across the user groups. The proposed consultancy study would help to bridge these gaps. Occupational Safety and Health Council 8 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems RESEARCH RATIONALES Despite there are a few studies which addressed the utilization of notebook computers and the problems associated with their use, their findings might not be applicable to Hong Kong. First of all, comparing with that in overseas, the office space of Hong Kong is relatively small; there would be a higher proportion of workers using notebook computers in offices. The prevalence of occupational health problems such as musculoskeletal pain and eyestrains could be higher in Hong Kong. Second, workers in Hong Kong would need to carry notebook computers with them when they work outside office and rely mostly on public transportation and walking, it is likely that the workers would experience more musculoskeletal problems related to the lifting and carrying of the computers than other Western countries. Third, the Occupational Safety and Health (Display Screen Equipment) Regulation has only been enacted in Hong Kong for less than 10 years, the compliance of safety use of notebook computer could be relatively lower than that of overseas. Last, there have been a few reviews and survey studies conducted on the utilization patterns and occupational health problems associated with using desktop computers in the workplace within the last 10 years; but very few concerning the use of notebook computers. All these factors suggest the needs for conducting a systematic review and survey on the utilization patterns and potential threats to occupational health of using notebook computers among the work force in Hong Kong. This consultancy project is an attempt to tackle these issues. Occupational Safety and Health Council 9 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems STRATEGIES FOR COMPLETING THE STUDY In order to complete the study efficiently and effectively, we divided the study into three stages. The thinking behind separating the study into three stages was that the consultancy team needed to develop the ways to effectively narrow down its scope and put focus onto a few occupational groups of which the workers were required to use more of notebook computers. Within these groups, the workers would present with problems in occupational health. A knowledge-based focus would enable the team to explore the problems with a considerable depth so that the results obtained would have a high level of validity. These results can then be used for developing occupational health recommendations and good practices. The three stages of the study were: 1) identify occupational groups (or industries) which give the highest level of usage and potential for developing occupational health problems; 2) large scale survey to review the utilization patterns, risks on occupational health, and potential musculoskeletal and other work-related symptoms; 3) expert reviews on development of good practices and recommendations of usage of notebook computers – both inside and outside offices (Figure 1). The descriptions and methods of each of the three stages will be elaborated in this report. Figure 1 Schematic diagram summarizes the plan of the study Interviews and Focus groups; Literature Analysis Telephone Survey, Site Interviews and Field Testing; Surveys Focus groups with stakeholders Occupational Safety and Health Council Stage One Identification of occupational groups with a relatively high exposure Stage Two Review of utilization patterns and work-related symptoms of school-age children & working adult, and specifically conduct risk assessment on working adults in the occupational groups Stage Three Recommendations and guidelines Development for users of notebook computers 10 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems STAGE 1: EXPERT INTERVIEWS ON UTILIZATION OF NOTEBOOK COMPUTERS IN INDUSTRY 1. Introduction Nowadays, with continuous development of technology, functionality and mobility of computer there is an increasing demand of notebook computers used at work. Using of notebook computers at work does facilitate efficiency and effectiveness of work; however, there are potential risks for the notebook computers users to develop various cumulative traumatic disorders (CTD) or musculoskeletal disorder (MSD) (Blehm et al., 2005). There is limited literature available in the study of occupational safety and health relating to the use of notebook computers. The results and conclusions of these studies cannot be generalized to the Hong Kong public and notebook computer users. This study attempted to focus on workers in specific local industries or occupational groups who utilized notebook computers. 2. Methods Focus groups and individual interviews were used to gather information in the utilization patterns and work-related symptoms associated with notebook computers. Interviewees from statutory groups and stakeholders from the different local industries or sectors were recruited. The information gathered from these groups will be used to triangulate with the results obtained from other parts of the study. Occupational Safety and Health Council 11 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems 3. Results The potential participants were randomly selected from the Yellow Page/ White Page under different industries or from the contact list of different industrial associations. A total of 532 contacts had been made by means of direct emailing, telephone calls or visits. These parties composed of companies, associations and unions across different industries, statutory and professional parties, notebook manufacturers and retailers, and notebook users. Approximately one-tenth (i.e. 10.7%) of those we had contacted agreed to be interviewed in the form of individual or focus-group. The participants who agreed to be interviewed reporting using notebook computers at their workplace were from the industries shown in Table 1 and Chart 1. Table 1 Summary of Industries from which interviewees were recruited Industry No. of Participants (N=57) 1. Finance, insurance, real estate and business services 2. Social, community and personal services 3. Wholesale & retail 4. Logistic, storage and communication 5. Constructions 6. Self- Employed 7. Import & export 8. Medical Practitioners 9. Hotel & Catering 10. Manufacturing Total: 16 (28%) 10 (17.5%) 9 (15.8%) 6 (10.5%) 5 (8.8%) 4 (7%) 3 (5.3%) 2 (3.5%) 1 (1.8%) 1 (1.8%) 57 (100%) Chart 1 Finance, insurance, real estate and business services Social, community and personal services Wholesale & retail Logistic, storage and communication Constructions Self- Employed Import & export Medical Practitioners Hotel & Catering Manufacturing Occupational Safety and Health Council 12 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The companies, which agreed to participate and be interviewed, came from 10 out of the 14 industry categories in Hong Kong. The results therefore cannot be claimed to fully reflect the actual situation and the prevalence of notebook computer utilization in the local industries. When the participants were asked about the purposes and functions of using notebook computers at work, the results suggested that the ways notebook computers were utilized are quite different from what would be expected. The conventional utilization of notebook computer was mainly for facilitating communication in an occasion such as using PowerPoint in a seminar or business conference, or emailing while one is out of the office environment such as a trip overseas. The utilizations of the notebook computer by the participants are summarized in Table 2. Most of the participants reported that notebook computers were largely used for PowerPoint presentation in all industries except import and export. There was a substantial proportion of the participants reported using notebook computers for word processing (Table 2 and Chart 2). The findings indicated that the participants would carry out prolonged-typing related tasks such as word processing with notebook computers. This further suggested that the participants possibly involving sitting in front of the notebook computers and perform on stationary and prolonged tasks. The data, however, did not indicate whether these tasks were carried out when travelling or in a prolonged manner. Table 2 Summary of Purposes of Notebook Utilization across Participants from Different Industries Industry PowerPoint 1. Finance, insurance, real estate and business services 2. Social, community and personal services 3. Wholesale & retail 4. Logistic, storage and communication 5. Constructions 6. Self- Employed 7. Import & export 8. Medical Practitioners 9. Hotel & Catering 10. Manufacturing No of Responses (N=57) Occupational Safety and Health Council Traveling Email 7 Word Processing 3 4 2 Internet Browsing 0 3 1 3 1 1 0 0 1 1 18 (31.6%) 3 3 2 0 1 0 1 0 0 13 (22.8%) 1 2 0 3 0 1 1 0 0 12 (21%) 2 1 1 0 1 0 0 0 0 7(12.3%) 1 2 0 1 1 2 0 0 0 7 (12.3%) 13 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Chart 2 PowerPoint Presentation Traveling Internet Browsing Documentation/ Word Processing Emailing/ Communication The relationships between the patterns of utilization and functionality of notebook computers did not appear to be strong. The responses from the participants indicated that most of the utilization of notebook computers involving different extent of using desktop computers. One observation was that the participants chose to use notebook computers when they traveled and worked overseas. The participants further suggested that, inside the office, there were environmental factors which increased the likelihood of using notebook computers. According to the participants, the main environmental factor was limited desktop space inside the office. The limited in space did not allow the set up of desktop computer workstations. The use of notebook computers henceforth was treated as a solution for making computer work possible as notebook computers were smaller in size than desktop computers. Another factor as expressed by the participants who came from large size companies was that staff of senior rank tended to be provided with notebook computers. The staff was expected to use these computers when they traveled overseas. It is however important to know, as these high rank workers from large size (or medium size) companies spent most of their workday meeting with clients, it was likely that their utilization of notebook computers was for presentation and/or emailing rather than typingrelated tasks. In contrast, those front-line workers from small size companies tended to be provided with notebook computers because of the limited work space in the office and the out-ofoffice duties. The needs for using notebook computers were therefore multi-factorial and likely to be influenced by the size of the company, rank of staff, and task requirements. These factors were further explored in the rest of this study. Occupational Safety and Health Council 14 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems During the interview, the participants were also asked whether they were aware of the occasions of which the employees had suffered from musculoskeletal discomforts or disorders due to the use of notebook computers at the work place. It was consistent among the participants that these problems did not seem to be obvious in the companies which they worked in. In other occasions, the participants expressed that there were reports of musculoskeletal discomforts from the employees; however, the difficulties they had experienced were that the majority of these cases did not substantiate the causality of the discomforts which were solely caused by the use of notebook computers. The common causes of the discomforts, as expressed by the participants, were possibly due to prolonged sedentary work, improper work postures, heavy workload, lack of exercises, or deterioration of health due to aging etc. As a few of the participants who had a medical background alluded on the difficulties of making a confirmed diagnosis of work-related musculoskeletal disorders related to use of notebook computers. The problems were further complicated by the notion that the use of notebook computers in most circumstances might be part of the work duties and it was the only instrument used for carrying out these duties. When asked about the known occupational and health issues associated with using notebook computers at work, the participants expressed that the problems had not been obvious and common. Nevertheless, they expressed that they had experienced difficulties in applying existing Occupational Safety and Health (Display Screen Equipment) Regulation for workers using notebook computers; and also expressed uncertainties in term of conducting risk assessments and guidelines for promoting safety and health to the notebook computer users. The main concerns on the existing regulations from the participants were: Difficulty in defining the number of hours of utilization by the “users” in particularly when the computers were used outdoor and at home. Difficulty in defining the term “workstation” for notebook computer users. The weight and carrying of the notebook computers not included as part of the risk assessment. Occupational Safety and Health Council 15 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Last but not the least, there was one guiding question which tapped on the requirement for any personal protective equipment or accessories for the notebook computer users. The most frequently equipment items mentioned by the participants were: 1. external keyboard and mouse 2. external monitor 3. notebook dock/ laptop riser/ platform, 4. backpack or hand trolley 5. availability of one set of desktop computer in addition to the notebook computer The use of external mouse and keyboard was recommended as the participants commented that the existing notebook computers were comparatively small in size than desktop computers, and hence their keyboards were in proportion smaller than the conventional keyboards. Typing on a small size keyboard might lead to poor wrist angle, i.e. radial deviation of wrist joint when typing. Apart from the keyboard, the participants commented on the designs of the mouse of notebook computers. The common designs are touch-pad with which, as they expressed, might generate excessive sustained and sedentary movements of the upper limbs and strains on the finger joints when compared with the conventional external mouse attached to desktop computers. The use of external monitor was also recommended as the participants commented that the screen of notebook computers was non-detachable. The fixed level of the screen (mostly at a lower level than the users’ eyes) might lead to improper work postures and eye distance. They expressed that this might lead to shoulders/neck and eyes discomforts. An external monitor was believed to reduce the harmful effects and risks brought about by the design of notebook computers because it is comparatively large in size and its height is adjustable for accommodating varying eye-level of users. The use of dock or notebook stand was also recommended for increasing the adjustability of notebook computers for fitting the dimensions of the users. In general, a notebook stand raises the height of the screen so for fitting the eye-level of the users. The drawback is that when the Occupational Safety and Health Council 16 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems eye-level is accommodated, the level for the input device such as the keyboard and mouse pad is too high to the upper limbs. The participants further pointed out that if a notebook stand was used, the risks associated with using the gadget might be higher when an external keyboard and mouse were not prescribed. The higher the level of the keyboard and mouse is, the higher the strain level acting onto the users’ shoulders and upper limbs would be expected. As a result, the participants were mindful for making the external keyboard and mouse available to users when a dock or notebook stand is used. Last but not least, the participants mentioned the value of having a backpack for carrying the notebook computers. In particular, they opined that a backpack was crucial if users’ primary purpose of using notebook computers was for traveling from one place to another, and to overseas. According to their comments, they considered backpack as the most useful and ergonomic-designed bag for holding notebook computers. The counter-arguments against using a backpack were more on the appearance of the backpack and inconvenience for those who attended official meetings and/or wearing formal dresses. 4. Discussion The results obtained in this phase of the study suggested that notebook computers are likely to be utilized by employees in rather diverse industries; while the participants commented that employees in the banking and financial industries could be relatively more often be prescribed with notebook computers. Workers in the banking and financial industries are those who require to work outside offices for exchanges and marketing, and thus are more likely to be equipped with notebook computers for their daily operations. Another group of workers was senior rank position and executives in the banking and financial industries who can be regarded as conventional users, i.e. notebook computers used for making presentations and emailing. Nevertheless, the findings of this study suggested that the utilization of notebook computer was observed in diverse industries, and there was no one industry in which notebook computer were dominantly used; it is therefore concluded that utilization of notebook computers is likely to be industry independent. Occupational Safety and Health Council 17 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The preference of notebook computers to be used in a single or a few specific industries is not obvious. It is likely that the utilization of notebook computers is not industry-specific but company- and function-specific. The results indicated that utilization of notebook computer tended to be driven by the specific functions of the job duties and how the notebook computers facilitated them to deliver such functions. Notebook computers were also commonly used by employees for out-of-office business transactions and presentations, or working overseas. From the interviews with some participants, the use of notebook computers was found to be handy and tidy, which enhanced the image of the professional or sales. Another major reason for using notebook computer was that it made traveling easier because of its small size and mobility both within and outside Hong Kong. These observations are further investigated and verified in the Phase 2 –Telephone and Field Survey. The results also suggested that employees working in small- and medium-size enterprises (SMEs) were more likely to be prescribed with notebook computers when compared with their large size company counterpart. This was because most of the SMEs had relatively limited workspaces in the office, they had larger preference to prescribe a notebook computer for their employees, which replaced their large size desktop computer, while large corporate did not seem to share the same concerns. The preliminary results indicated that there were relatively little concerns expressed by the participants on health-issues associated with utilization of notebook computers. One problem was that the participants were not sure whether the health problems experienced by the users were attributable to the use of notebook computers at work. All the participants interviewed did not reveal a single case of musculoskeletal disorders nor discomforts known to them associated with the use of notebook computers. However, the medical practitioners, who were also interviewed, expressed more concerns with notebook computers utilization. They anticipated that musculoskeletal disorders or at least discomforts would be fairly common among the notebook computer users. They further explained that the problems might be due to the design of notebook computers such as the non-detachable screen, narrow keyboard and /touch pad mouse. The research team therefore proposed to conduct assessments of the musculoskeletal pain/discomfort Occupational Safety and Health Council 18 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems and other health issues of the participants interviewed in the Field Test. It is anticipated that the information gathered are useful in terms of resolving the observed discrepancies between the medical practitioners and those of the industry. The results from the interviews indicated that there were difficulties with implementing the existing regulations on notebook computer users. The main problems rest on the differences between the set-up and operations of notebook and desktop computers. The participants expressed their concerns with the uncertainty and applicability of the existing risk assessment criteria to notebook computers. Besides, they expressed the difficulties in assessors defining whether an employee would satisfy with the criteria for a DSE “user”. It is because most of the notebook computers are used intermittently, used without a fixed posture and workstation layout, and carried from place to place inside or outside the work place. The participants also revealed that notebook computers were used for functions similar to those of the desktop computers. These were different from the conventional usage of notebook computers such as displaying presentations and emailing. Notebook computers users reported using them for prolonged-typing tasks such as word processing. These issues are important and to be addressed in the latter part of this project, i.e. Field Survey and development recommendations for improving the occupational health of notebook computer users. Occupational Safety and Health Council 19 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems STAGE 2A: TERRITORY WIDE TELEPHONE SURVEY ON UTILIZATION OF NOTEBOOK COMPUTERS 1. Introduction A territory-wide Telephone Survey was conducted to identify the prevalence of utilization of notebook computers among the population of Hong Kong. In this phase of study, there were two target groups, i.e. school-age teenagers (i.e. 12-18 years old) and working adults (i.e. 19-65 years old or above). The potential occupational safety and health risks associated with utilization of notebook computers between these groups of respondents were studied. 2. Method Computer Prevalence Questionnaire The Telephone Survey conducted was based on a custom-designed 30-items questionnaire. Each interview took five to seven minutes to complete. The items covered socio-demographics information including occupation, gender, age, education levels and working status. It also covered preference and facts on utilization of the computers, i.e. type of computer use, duration, place of utilization, and utilization of external devices. There were items covering health and occupational safety concerns, i.e. areas of discomfort, utilization of ergonomics products, and training etc. Several panel reviews were conducted to establish evidence on the content validity of the items. Occupational Safety and Health Council 20 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Respondents Three sampling frames, i.e. school-age children (i.e. 12-18 years old) and adult workers (i.e. 19-65 years old or above), locations (outdoor and indoor) and tasks involved (play or leisure, studying or work) were used and the sampling size was set at about 1,000 with about 500 respondents were expected in each of the two sample groups. The Telephone Survey was conducted by Public Governance Program, Lingnan University between 19 and 29 November, 2007. The respondents were selected with a two-stage random sampling method so as to ensure representative of the samples. The first stage of random sampling began with using the Chinese computer-aided-telephone interviewing (CATI) system to automatically generate phone samples based on the Hong Kong Telephone Directory. The last two digits of the selected telephone numbers were replaced by two random numbers. The second stage of random sampling involved the selection of the eligible samples belonging to household telephone numbers. The eligible samples of numbers were pooled and based on which the respondents were randomly drawn for conducting the telephone interview. About 70% of the phone calls were made during nighttime, and 30% during the daytime. 3. Results Response Rate A total of 20,665 calls were made, in which 2,577 were effective calls and 1,020 respondents obtained, in which 503 school-age children (49.3%) and 517 working adults (50.7%) completed the interviewed. The average response rate was 39.6% with 42.5% from the schoolage children and 37.3% from the working adults. Demographic Characteristics of Respondents Similar proportions of male and female (i.e. 49.3% and 50.7% respectively) from both age groups were interviewed. They had secondary or above education levels, and mostly lived in the New Territories (i.e. 50.9%). The detail characteristics of the respondents were summarized in Table 3 and Chart 3. Among the working adults (50.7%), they came from diverse occupational industries with the most from banking, finance, insurance, real estate and business services industry (19.9%). Second to this were the community, social and personal services industry (17%) Occupational Safety and Health Council 21 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems and import and export (7%), and transport, storage and communication industries (7%). The “other” category (22.2%) was composed of workers who were self-employed or could not classify themselves under a specific industry category. Table 3 Summary of Demographic Characteristics of the Respondents (N=1,020) Age (Yr) 12-14 15-18 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 >65 No response Gender Male Female Education Tertiary Secondary Primary/No formal Education Other No Response Living (District) Hong Kong Island Kowloon New Territories Islands No Response % (N=1,020) School-age Children (n=503) Working Adult (n=517) 16.3 27.6 15.1 7.2 8.5 7.0 8.6 3.9 2.9 0.9 0.5 0.1 1.4 Industry (n=517) Banking & Finance, Insurance, Real Estate & Business Services Community, Social and Personal Services Import & Export Transport, Storage and Communication Construction Retail Manufacturing Restaurant Hotel & Boarding House Electricity, Gas & Water Wholesale Agriculture & Fishing Others No Response 49.3 50.7 30.9 65.5 2.7 0.5 0.4 19.9 17 7.0 7.0 5.8 5.2 4.4 2.1 1.4 0.6 0.4 0.4 22.2 6.6 18.0 29.2 50.9 1.1 0.8 Chart 3 Male Female Occupational Safety and Health Council % 49.3 50.7 Banking & Finance, Insurance, Real Estate & Business Services Community, Social and Personal Services Import & Export Transport, Storage and Communication Construction Retail Manufacturing Restaurant Hotel & Boarding House Electricity, Gas & Water Wholesale Agriculture & Fishing Others No Response 22 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Preference of Types of Computers In total, there were 74.6% of the respondents using desktop computers only while 10.8% using notebook computers only (Table 4 and Chart 4). The rest of the respondents (14.6%) used both computer types. Among them, 83.5% of the school-age children and 66% of the working adults used desktop computer only at home or at work, while there were comparatively low utilization of notebook computers only, i.e. only 8.3% of the school-age children and 13.2% of the working adults using notebook computers. The proportions of respondents using notebook computers in both age groups were largely comparable. There were 20.8% of the working adults and 8.2% of the school-age children using both computer types. Table 4 Percentages of Respondents Utilizing Desktop or Notebook Computers, or Both Prevalence of Computer Types (N=1020) Both Notebook and Desktop Computer Working Adult School-age Children Both groups Notebook Computer Only Working Adult School-age Children Both groups Desktop Computer Only Working Adult School-age Children Both groups % 20.8 8.2 14.6 13.2 8.3 10.8 66.0 83.5 74.6 Chart 4 90 80 70 60 50 40 30 20 Both Notebook and Desktop Computer 10 Desktop Computer Only 0 Working School-age Adult Both groups Children Occupational Safety and Health Council Notebook Computer Only 23 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Duration of Utilizing Computer A total of 94.7% of the respondents (i.e. 96.5% and 92.8% of working adult and schoolage children respectively) reported using either types of computer for more than two years (Table 5). The working adults (41.6%) mostly used computers for longer duration, i.e. more than 6 hours/day while the school-age children (45.3%) mostly used only for 1-2.9 hours/day, and 33.2% of the school-age children used them for longer duration, i.e. 3-5.9 hours. No significant differences in the years and duration of utilization were revealed between notebook and desktop computer in both the adult and children groups. Table 5 Duration of Utilizing Different Types of Computers for Both Groups Years of Computer Utilization of the School-age Children > 1 Year Notebook Computer Desktop Computer 1 – 1.9 Year Notebook Computer Desktop Computer > 2 Years Notebook Computer Desktop Computer Duration of Computer Utilization of the School-age Children < 1 Hour Notebook Computer Desktop Computer 1 - 2.9 Hours Notebook Computer Desktop Computer 3 – 5.9 Hours Notebook Computer Desktop Computer > 6 Hours Notebook Computer Desktop Computer Occupational Safety and Health Council % 1.6 1.7 1.6 5.4 5.1 5.4 92.8 93.2 92.8 % 10.5 3.4 11.5 45.3 49.2 44.8 33.2 32.2 33.3 10.3 13.6 9.9 Years of Computer Utilization of the Working Adults > 1 Year Notebook Computer Desktop Computer 1 – 1.9 Year Notebook Computer Desktop Computer > 2 Years Notebook Computer Desktop Computer Duration of Computer Utilization of the Working Adults < 1 Hour Notebook Computer Desktop Computer 1 - 2.9 Hours Notebook Computer Desktop Computer 3 – 5.9 Hours Notebook Computer Desktop Computer > 6 Hours Notebook Computer Desktop Computer % 1.4 0.8 1.6 1.7 0.8 2.1 96.5 98.5 95.9 % 6.0 3.1 7.0 24.2 22.1 24.9 27.9 22.9 29.5 41.6 51.1 38.4 24 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Purposes of Utilizing Computers among the Respondents In the survey questionnaire, the respondents were asked to describe the purposes of using either types of computer. The options of the purpose were: (1) Internet/ Web Browsing, (2) Word Processing, (3) Information searching, (4) Graphic, (5) Email or Web conferencing, (6) Data Entry, (7) Entertainment or Game, and (8) others. Among the working adults, they used notebook computer for a wide variety of functions. The results indicated those notebook computers were used for word processing (57.3%), web browsing (49.6%), email/ Internet conferencing (23.7%) (Table 6). The utilization pattern for notebook computers was found similar to that of the desktop computer users, i.e. web browsing (50.3%), word processing (49.5%), and information searching (20.2%) which were the most frequently performed functions (Table 6). The school-age children also used notebook computers mostly for word processing (47.5%), web browsing (42.4%) and entertainment (35.6%), which was also similar to those for desktop computer, i.e. web browsing (53.2%), entertainment (39.6%) and word processing (27%). These findings further substantiate the notion that the notebook computers are likely to be used for carrying out similar tasks as the use of the desktop computers instead of serving their original purpose which is mobile and handy when working outside office. Table 6 Purposes of Utilizing Computers for Both Groups 3 Main Functions of Computers of the School-age Children Notebook Computer 1. Word Processing 2. Web Browsing 3. Entertainment Desktop Computer 1. Web Browsing 2. Entertainment 3. Word Processing Occupational Safety and Health Council % 47.5 42.4 35.6 53.2 39.6 27.0 3 Main Functions of Computers of the Working Adults Notebook Computer 1. Word Processing 2. Web Browsing 3. Email/ Internet Conference Desktop Computer 1. Web Browsing 2. Word Processing 3. Information Searching % 57.3 49.6 23.7 50.3 49.5 20.2 25 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Perceived Environmental and Ergonomics Characteristics Associated with Computer Utilization The respondents were asked to rate on the awareness of proper workstation design and posture, and satisfaction with the environment/ ergonomic characteristics, e.g. illumination which interfered with their computer utilizations. Most of the respondents appeared to be aware of environment/ ergonomic characteristics and were satisfied with the illumination, workstation space, chair in use, and desktop layout (i.e. DSE devices placed in the front) (Table 7). However, there was comparatively low number of people aware of “always sit with good posture” when using either types of computer. Table 7 Proportion of Respondents on Awareness of Workstation Design and Posture, and Satisfaction with Environmental and Ergonomic Characteristics Environment and Ergonomics Factors of the School-age Children Illumination Notebook Computer Desktop Computer Workstation Space Notebook Computer Desktop Computer Adjustable Chair Notebook Computer Desktop Computer Sitting Posture Notebook Computer Desktop Computer Desktop Layout DSE devices placed on the same level Notebook Computer Desktop Computer DSE devices placed in front of user Notebook Computer Desktop Computer % 89.1 93.2 88.7 94.2 87.9 95.3 61.6 76.3 59.7 17.9 20.3 17.6 59.4 63.0 60.1 89.7 84.5 90.5 Environment and Ergonomics Factors of the Working Adults Illumination Notebook Computer Desktop Computer Workstation Space Notebook Computer Desktop Computer Adjustable Chair Notebook Computer Desktop Computer Sitting Posture Notebook Computer Desktop Computer Desktop Layout DSE devices placed on the same level Notebook Computer Desktop Computer DSE devices placed in front of user Notebook Computer Desktop Computer % 90.5 93.1 89.9 87.6 85.5 88.3 73.9 71.8 74.6 28.4 26.7 29.1 66.0 79.4 63.1 84.9 84.4 86.0 Among the school-age children, there was a good proportion of them who reported having satisfactory environment including illumination (89.1%), workstation space (94.2%) and workstation layout (89.7%). Comparing to the working adult respondents, there was slightly lower proportion of the school-age children reporting awareness of using adjustable chairs (61.6%) Occupational Safety and Health Council 26 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems and proper desktop layout (i.e. DSE devices placed on the same level) (59.4 %). The smallest proportion of the school-age children (17.9%) was found in having a proper sitting posture when using computers. No significant differences were revealed in all these items between the desktop and notebook computer users. Among the working adult respondents, similar proportions of responses were observed as the school-age children respondents. They were mostly satisfied with the illumination (90.5%), workstation space (87.6%) and DSE devices placed in front of user (84.9%). Similarly, there were a good proportions of the working adult respondents being aware of having adjustable chair (73.9%) and desktop layout (i.e. DSE devices placed on the same level) (66%). They showed lower awareness, however, on proper sitting posture (28.4%). There were no significant differences in the results on these items between the desktop and notebook computer users. Computer-related Health Concerns Both groups of respondents reported the commonest discomforts over the shoulders/neck, (11.5% and 24.4% for children and adults respectively), the eyes (11.9% and 12%), the wrist (3.4% and 15.1%), and the lower back (5.6% and 7%). The patterns of discomforts reporting by the respondents were found not significantly associated with the types of computers used. There was slightly higher proportion of the working adult respondents using notebook computer reported discomforts in the shoulders/neck (26%) than those using desktop computers (23.8%) (Table 8 and Chart 5). It is noteworthy that the respondents in both groups attributed the discomforts reported in the interview to the prolonged hours using the computers (43.6%) and improper sitting posture (35.4%). In another question for respondents from the working adult group, there were only 11.8% of them reported that they had attended occupational safety and health related training workshop, seminar or exhibition organized by their employers or themselves, or acquired OSH-related information from browsing Internet or the Occupational Safety and Health Council website (Table 9). Occupational Safety and Health Council 27 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 8 Regions of Bodily Discomfort Associated with Use of Computers Reported by the Respondents Health Characteristics of the School-age Children Eyes Strain Notebook Computer Desktop Computer Shoulders/ Neck Discomfort Notebook Computer Desktop Computer Lower Back Discomfort Notebook Computer Desktop Computer Wrist Discomfort Notebook Computer Desktop Computer Headache Notebook Computer Desktop Computer Hand/ Fingers Discomfort Notebook Computer Desktop Computer Upper Back Discomfort Notebook Computer Desktop Computer Lower Limbs Discomfort Notebook Computer Desktop Computer % 11.9 13.6 11.7 11.5 16.9 10.8 5.6 10.2 5.0 3.4 3.4 3.4 2.2 3.4 2.0 1.6 3.4 1.4 1.0 1.7 0.9 0.4 0.0 0.5 Health Characteristics of the Working Adults Shoulders/ Neck Discomfort Notebook Computer Desktop Computer Wrist Discomfort Notebook Computer Desktop Computer Eyes Strain Notebook Computer Desktop Computer Lower Back Discomfort Notebook Computer Desktop Computer Hand/ Fingers Discomfort Notebook Computer Desktop Computer Headache Notebook Computer Desktop Computer Upper Back Discomfort Notebook Computer Desktop Computer Lower Limbs Discomfort Notebook Computer Desktop Computer % 24.4 26.0 23.8 15.1 14.5 15.3 12.0 9.2 13.0 7.0 5.3 7.5 3.7 5.3 3.1 1.5 1.5 1.6 1.2 1.5 1.0 0.2 0.0 0.3 Chart 5 Reported musculoskeletal discomforts by respondents between notebook and desktop users MSDs computer in Each PC Type of Adult Lower Limbs Discomfort Upper Back Discomfort Headache Hand/ Fingers Discomfort Lower Back Discomfort Eye Strain Wrist Discomfort Shoulder/ Neck Discomfort 0 5 10 Both Types Occupational Safety and Health Council 15 Notebook 20 25 30 Desktop 28 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 9 Perceived Factors Leading to Bodily Discomfort Factors perceived leading to discomfort Hours using computers Improper sitting posture Resting Workstation Design Attending OSH-related training Yes (Both Groups) Working adults School-age children No (Both Groups) Working adults School-age children % 43.6 35.4 6.1 4.3 8.6 11.8 5.4 91.4 88.2 94.6 Preference of Purchase of Computers Most of the respondents considered hardware specifications and price of the computers as the first two priority in their purchase of either type of computers. However, the working adult group also considered the specification, functions and brand of computers; while there were 16.7% of the school-age children purchased their computer with comparatively less emphases on these considerations (Table 10). It was surprising to find that there were only a small proportion of the respondents from both groups considering desktop space and outdoor use upon their purchase of the notebook computer (i.e. about 3% or less). There were also a few working adult respondents considered risk and ergonomics factors in their purchase as well. Thus, there seems no obvious determining attributes that lead to an absolute decision on purchasing a particular type of computer. Types of Computer Utilization in Different Industry As reported by the adult working group, the five most common industries of those who reported using notebook computers were: (1) Social, Community and Personal services (13.7%); (2) Finance, Insurance Real Estate and Business services (12.1%); (3) Import & Export (5.3%); (4) Logistic, Storage and Communication (4.7%); and (5) Wholesales and Retails (4.7%) industries. On the contrary, the five most common industries of those who reported using desktop computers were: (1) Finance, Insurance Real Estate and Business services (9.6%); (2) Social, Community and Personal services (7.6%); (3) Logistic, Storage and Communication Occupational Safety and Health Council 29 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems (3.3%); (4) Import & Export (3.1%); and (5) Construction (2.7%) (Table 11). This further suggested that the use of notebook versus desktop computers is industry-independent. Table 10 Preferences of Purchase of Computers by Respondents in Both Groups Computer Purchase Preference of School-age Specification Notebook Computer Desktop Computer Price Notebook Computer Desktop Computer Never considered Notebook Computer Desktop Computer Function Notebook Computer Desktop Computer Appearance Notebook Computer Desktop Computer Brand Notebook Computer Desktop Computer Trend Notebook Computer Desktop Computer Desk Space Notebook Computer Desktop Computer Discount Notebook Computer Desktop Computer Need for outdoor use Notebook Computer Desktop Computer Potential risk & ergonomics factors Notebook Computer Desktop Computer Occupational Safety and Health Council % 63.8 76.3 62.2 38.0 47.5 36.7 16.7 5.1 18.2 8.3 5.1 8.8 8.0 7.5 6.5 8.0 8.5 7.9 2.0 3.4 1.8 1.0 0.0 1.1 0.8 3.4 0.5 0.2 0.0 0.2 0 0.0 0.0 Computer Purchase Preference of the Adults Specification Notebook Computer Desktop Computer Price Notebook Computer Desktop Computer Function Notebook Computer Desktop Computer Brand Notebook Computer Desktop Computer Never considered Notebook Computer Desktop Computer Appearance Notebook Computer Desktop Computer Desk Space Notebook Computer Desktop Computer Need for outdoor use Notebook Computer Desktop Computer Trend Notebook Computer Desktop Computer Potential risk & ergonomics factors Notebook Computer Desktop Computer Discount Notebook Computer Desktop Computer % 65.2 70.2 63.5 42.7 37.4 44.6 11.4 10.7 11.7 10.8 13.0 10.1 9.3 7.6 9.8 8.3 10.7 7.5 1.7 2.3 1.6 1.4 3.1 0.8 1.0 1.5 0.8 1.2 2.3 0.8 0.4 0.8 0.3 30 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 11 Proportion of Respondents Using Different Types of Computers in Different Industries Types of PC across industry Social, community and personal services Notebook Users Desktop Users Finance, insurance, real estate and business services Notebook Users Desktop Users Import & export Notebook Users Desktop Users Logistic, storage and communication Notebook Users Desktop Users Wholesale & retail Notebook Users Desktop Users Constructions Notebook Users Desktop Users Manufacturing Notebook Users Desktop Users % 13.7 7.6 12.1 9.6 5.3 3.1 4.7 3.3 4.7 2.2 4.2 2.7 2.1 2.3 Association between Demographic Factors and Musculoskeletal Discomforts Further analyses were conducted on studying the associations (i.e. statistical relationships) between various demographic factors with the occurrence of different musculoskeletal discomforts. First of all, there were significant associations revealed between the discomforts in the shoulders/neck and the age of the respondents (Chi-Sq(df=10): 22.844, p=.011) using notebook computers (Table 12). It suggested that there was higher proportion of respondents who were older (i.e. ~45% over 30 years old and 24% over 40 years old) reported having discomforts in the shoulders/neck region. The finding was consistent with those obtained from the Field Survey which is to be reported in the next section. No significant associations however were found between gender of the respondents using notebook computer and their bodily discomforts. These reflected that there might have some human factors, which might lead to musculoskeletal discomforts in notebook computer users. However, it was also essential to Occupational Safety and Health Council 31 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems identify other factors which also showed associations between various musculoskeletal discomforts and utilization of notebook computer. The daily duration of utilization was also found to be significantly associate with the discomforts in shoulders/neck (Chi-Sq(df=3): 11.454, p=.010). This was supported by the results that more than half of those (54.8%) who reported suffering from shoulders/neck discomforts used notebook computer for more than 6 hours per day (Table 12). On the contrary, there were much lower proportions of the respondents (<20%) using notebook computers for less than six hours per day reported shoulders/neck discomforts. The number of years of utilization of notebook computers was found to significantly associate with the discomfort in lower back (ChiSq(df=2): 7.441, p=.024). The results indicated that more than 98% of those using notebook computers had two years or longer of experience using the computers. Table 12 Duration Musculoskeletal Discomfort Eyes Chi-Sq (p-value) Shoulders/ Neck Chi-Sq (p-value) Upper Back Chi-Sq (p-value) Lower Back Chi-Sq (p-value) Wrist Chi-Sq (p-value) Hand Chi-Sq (p-value) Headache Chi-Sq (p-value) 6.460 .091 11.454 .010 .275 .965 1.829 .609 5.009 .171 .994 .803 .351 .951 Year .685 .710 1.993 .380 .096 .953 7.441 .024 3.537 .171 .298 .861 .121 .941 Those who used word processing more often were found to be more likely to report discomforts in the shoulders/neck region (Chi-Sq(df=1): 19.875, p<0.001). There were 57.6% of the respondents who used notebook computers for word processing reported shoulders/neck discomforts (Table 13). Comparing with other functions, there were fewer respondents reporting shoulders/neck discomforts when they used notebook computers for web browsing (38.7%), information searching (17.7%) or emailing (27.4%). Occupational Safety and Health Council 32 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 13 Functions Internet Browsing Chi-Sq (p-value) Word Processing Chi-Sq (p-value) Graphic & Animation Chi-Sq (p-value) Data Entry Chi-Sq (p-value) Information Search Chi-Sq (p-value) Emailing Chi-Sq (p-value) Eyes .154 .695 .587 .444 .225 .635 .041 .840 2.763 .096 .251 .616 Shoulders/ Neck 1.719 .190 19.875 .000 .752 .386 .610 .435 .277 .599 .828 .363 Upper Back .718 .397 3.400 .065 .032 .859 .197 .657 1.021 .312 .008 .930 Lower Back 1.266 .260 1.339 .247 .124 .725 .149 .699 .451 .502 2.535 .111 Wrist 1.119 Hand .093 .290 1.616 .405 .761 .077 .204 .254 .782 .614 .754 .747 .532 .686 .619 1.261 .663 .024 .287 .842 .248 .190 1.136 .513 .040 .390 .164 .524 .429 .098 .104 Headache .261 1.537 .877 .215 Not using external devices was found to associate with various bodily discomforts. Firstly, significant association was found between not using external monitor and the report of discomforts in the shoulders/neck (Chi-Sq(df=1): 4.356, p=.037), the upper back (Chi-Sq(df=1): 7.681, p=.006), the wrist (Chi-Sq(df=1): 7.253, p=.007) and the hand (Chi-Sq(df=1): 9.330, p=.002) (Table 14). The use of external monitor would enable users to adjust the height and distance of the screen, whilst notebook computers could not be adjusted to suit the notebook users and enhanced the working posture. The results showed that there were larger proportions of respondents, when external monitor was not connected to the notebook computers, reported discomforts in the shoulders/neck (93.5%), the upper back (75%), the wrist (89.7%), and the hand (83.3%). Similar effects were also observed in those respondents who did not use external keyboard and mouse. There were associations between not using external keyboard and discomforts in the upper back (Chi-Sq(df=1): 4.891, p=.027) and the wrist (Chi-Sq(df=1): 15.751, p<.001); and not using external mouse and discomforts in the shoulders/neck (Chi-Sq(df=1):4.163, p=.041) and the wrist (Chi-Sq(df=1):4.262, p=.039); and not using external storage devices, e.g. USB and hard disk, and discomforts in the upper back (Chi-Sq(df=1): 8.489, p=.004) (Table 14). These revealed that most of those who suffered from the musculoskeletal discomforts had not used external devices, i.e. keyboard, mouse or storage devices with their notebook computers. For Occupational Safety and Health Council 33 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems instance, among those who reported shoulders/neck discomfort, 97.8% did not use external monitor and 89.1% did not use external mouse in their operation with notebook computer. Eyes Table 14 External Monitor External Devices External Keyboard External Mouse Storage Devices Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) .144 .705 .000 .997 .282 .595 .050 .822 Shoulders/ Neck 4.356 .037 .210 .647 4.163 .041 1.630 .202 Upper Back 7.681 .006 4.891 .027 .011 .915 8.489 .004 Lower Back .951 .329 .338 .561 .137 .712 2.433 .119 Wrist 7.253 Hand 9.330 .007 15.751 .142 .002 .678 .000 4.262 .410 .039 .651 .022 .372 1.226 .093 .707 .205 .797 2.821 Headache .881 .497 .268 .481 Finally, from the analysis, it indicated that there were significant associations between not attending OSH related workshop or not acquiring OSH related knowledge and onset of the shoulders/neck (Chi-sq(df=1): 14.491, p<.001) and the wrist (Chi-sq(df=1):4.960, p=.026) discomfort. Among those participants who had attended OSH related workshop or acquired OSH related knowledge, there were comparatively fewer number of participants complaining bodily discomforts, i.e. suffering from shoulders/neck and wrist discomforts. 4. Discussion The results suggested that the proportions of respondents using notebook computers were small, 8.3% of the school-age children and 13.2% of the working adults. Desktop computers when compared with notebook computers were still predominantly used by workers in the industries. The design of this study and the lack of the past studies did not allow us predict the trend of using notebook computers between the working adults and school-age children in the future. As more and more school-age children learn about computers and use them in schools, we would anticipate increasing trends in the population (both school-age children and working adults) of using notebook computers or both desktop and notebook computers in the future years. It would be beneficial for conducting a follow-up study for example three years from now in order to confirm these trends. Because of the relatively small proportion and hence small sample sizes of notebook computer users yielded from this study, the interpretations of its results should be cautious. Occupational Safety and Health Council 34 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Findings from this phase of the study indicate that computers, disregarding the types, were used for similar purposes such as word processing, web browsing by both working adult and school-age children groups. These suggested that whether using notebook or desktop computers did not associate with age of the users and purposes of use. Interestingly, the determining factors of choosing to use notebook computers were found not to relate to the availability of working desktop space and need for mobility of the computer. Rather, according to the results, using a notebook computer or not tended to relate to pricing, promotional strategies of sales company, and development of computer technology specific to the type of computer. From the results of the survey, they revealed that the respondents, disregard the types of computers, reported discomforts mostly in the shoulders/neck, the eyes and the wrist and the lower back. There were a few factors which were identified to associate with the bodily discomforts reported by the respondents. First, the duration of daily use and the years of notebook computer utilization were significantly associated with reported discomforts in the shoulders/neck and the lower back. The longer the duration of daily use and the more the years of utilization was, the higher the percentages of respondents reported experiencing discomforts. The musculoskeletal discomforts had a mechanical origin and were aggravated by the utilization of notebook computers. The results of the Survey indicated that notebook computers are mostly used for prolonged-typing tasks such as word processing. Accumulation of daily and hence yearly loads might strain the musculoskeletal system of respondents’ body resulting in discomforts. These discomforts could develop into pain and ultimately work-related musculoskeletal disorders. Nevertheless, the pain and disorders which were out of the scope of this study could draw no conclusion on this aspect. Besides the duration of utilization, the respondents’ reported that they tended to assume a strained posture and did not have much opportunity to access to information on occupational health and safety. These factors were likely to attribute to the musculoskeletal discomforts as reported by the respondents in the Telephone Survey. These factors were further measured and analyzed for their relationships with musculoskeletal discomforts in the next section. Occupational Safety and Health Council 35 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Second, musculoskeletal discomforts were found to associate with not using external devices or ergonomic peripheral devices. The results seemed to suggest that the use of devices such as external monitor, keyboard and mouse attached to the notebook computers could alleviate the problems with musculoskeletal discomforts. There were smaller proportions of the respondents reported experiencing musculoskeletal discomforts when they used one or more than one type of these devices than those who did not use them. In particular, those who used external monitor and keyboard with the notebook computers would have lower proportion of reporting discomforts in the upper back and wrist. These further supported the benefit of using ergonomic devices together with notebook computers. Occupational Safety and Health Council 36 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems STAGE 2B (PART 1): FIELD SURVEY ON UTILIZATION WORKERS 1. OF NOTEBOOK COMPUTER BY ADULT Introduction This part of the study was to further collect data on the utilization patterns and prevalence of OSH-related issues encountered by workers when using notebook computer at work. The issues could be revealed by collecting data on occupational safety and health when workers were using notebook computer in a naturalistic working environment. It was anticipated that the pattern of using notebook computer would be different between indoor and outdoor working environment. It was further anticipated that habits and preferences of using notebook computer would be different among different industries and sizes of company. To capture these characteristics, data from each participant involved both a structured survey interview and field assessments were collected. 2. Method This study adopted three sampling frames for selecting the participants. They were the occupational groups (N=5), company sizes (N=3) and utilization location (N=2). These sampling frames gave a total of 30 groups. If each group was composed of ten participants, the total sample size would be 300. In view of the fact that the information gathered could be saturated rather quickly and the limited resources available to the research team, with the consent of the OSHC, the target of data collection had been scaled down to 100 participants who would take part in the face-to-face interview and field assessment. When it was confirmed that the information gathered had been saturated, the rest of the 200 participants were to be interviewed via Telephone/ Online Survey. Occupational Safety and Health Council 37 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The potential participants were first contacted by e-mail which contained a description on the project and a consent letter. A follow-up telephone call was made or the 2nd email was sent to confirm the potential participants had received the information. The third email was sent to the potential participants one week later to enquire whether they would accept the invitation of participating in the study. Three instruments were used to guide the face-to-face interview and field assessment. They were the worker’s demographic and notebook computer utilization questionnaire, symptoms checklist, and environment and occupational health assessments. The demographic and notebook computer utilization questionnaire gathered demographic characteristics, nature of job tasks, and patterns of utilizing notebook computers. This questionnaire took about 15 minutes to complete. The work-related symptoms checklist was to obtain information about physical symptoms, interventions required and impact on work and leisure activities. It had specific questions on physical symptoms related to use of notebook computers. This questionnaire took 15 minutes to complete. The environmental and occupational health assessments involved the use of gadgets such as laser meter and lux meter to measure different environment elements which would have impacts on the participants’ use of notebook computers. Besides, the participant’s working postures and physical layout of the notebook computers were recorded by photos (for later experts review). The total time taken to complete this part of the assessments was 15 minutes. The research personnel arranged to conduct the field assessment with the participants who had agreed to participate. In the initial 30 minutes of the field visit, the participant completed the demographic and notebook computer utilization questionnaire. Upon completion of the demographic and notebook computer utilization questionnaire, the participants were requested to remain seated with their normal working posture with the use of the notebook computer. The research personnel then carried out the environmental and occupational health assessments. The research personnel used the abovementioned gadgets to measure the environmental and anthropometric data of the participants. At the same time, the research personnel made notes of additional observations of the participants, and the workstation of the participants were photographed. Finally, the participants were requested to complete the final questionnaire, which focuses on the work-related symptoms. Occupational Safety and Health Council 38 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The data obtained from this stage enabled the research team to identify the issues associated with participants’ using notebook computers. The results formed the basis for formulating recommendation for notebook users for the next stage of this project. 3. Results Response Rates One thousand and eight hundred invitations were sent through emails to companies or associations of different industries and a total of 160 visits were subsequently made to companies or associations of which the human resource departments had indicated willingness to participate in the study. There were 315 feedback obtained from the invitations (response rate = 17.5%). Among them, 104 participants (33%) met the selection criteria and agreed to participate in the interview and field assessments. The fairly low response rate is common to this type of the field test research and this reflected that there were relatively small proportion of employees and the fewer companies were using notebook computers (13.2% as revealed in stage 2a). Demographic Characteristics of Participants Among the 100 participants who completed the interviews and field assessments, there were more female (63%) than male (37%). About 68% of them were between 30 to 39 years old. The participants were employees at different ranks and levels, i.e. junior to senior levels of job position. More than half of these participants (n=62, 62%) took up senior positions in their companies. Their job positions ranked from junior clerk and general officer to assistant manager, supervisor or director. These results were consistent with those obtained in Stages 1 and 2a. There were higher proportions of participants (or respondents) who worked at senior ranks were prescribed with notebook computers. The participants come from diverse industries: (1) Banking, finance, insurance, real estate and commercial servicing (n=17, 17%), (2) Community, social and personal servicing (n=37, 37%), (3) Logistic, storage and communication (n=27, 27%), (4) Import and Export (n=15, 15%), and (5) Construction industry (n=4, 4%) (Table 14 and Chart 6). Occupational Safety and Health Council 39 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 14 Demographic Details of Participants (N=100) Gender Male Female Age (Yr) 25-29 30-34 35-39 40-44 45-49 50-54 Education Tertiary Secondary Primary/No formal Education Living (District) Hong Kong Island Kowloon New Territories Islands % 37.0 63.0 7.0 40.0 28.0 15.0 2.0 8.0 84.0 12.0 4.0 36.0 34.0 28.0 2.0 (N=100) Occupation/ Industry Banking & Finance, Insurance, Real Estate & Business Services Community, Social and Personal Services Logistic, Storage and Communication Import & Export Construction % 17.0 37.0 27.0 15.0 4.0 Chart 6 Banking & Finance, Insurance, Real Estate & Business Services Community, Social and Personal Services Import & Export Logistic, Storage and Communication Construction Occupational Safety and Health Council 40 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Notebook Utilization Pattern of Participants Most of the participants (n=87, 87%) reported that they had used notebook computers for more than two years in their daily works. According to the definition stipulated by the Occupational Safety Health (Display Screen Equipment) Regulation, only 23% of the participants were not considered as “DSE User” whilst a large proportion (n=41, 41%) of the participants might fit to be considered as Users, i.e. they used notebook computers accumulatively for six hours or more in a day (Table 15 and Chart 7). These findings were found consistent with those revealed from the Telephone Survey that most of the notebook computers had had more than two years’ of utilization and used notebook computers for six hours or more in a day. There were 73% (n=73) reported using computers outside of the offices. These included 65% using the computers at home, 23% at office of clients, and 24% at restaurant or other outdoor premises. There were another 16 % using notebook computers on the street or public transport (Table 16 and Chart 8). These findings concurred with those obtained from the panel review conducted in Stage 1. When they were asked the reasons of using notebook computers at work, the majority of the participants (66%) opined that it was because of their company’s decision of the purchase, whilst only about one-third (34%) explained that it fitted the requirements for outdoor utilization (Table 17 and Chart 9). Other reasons for purchasing notebook computers for use included better performance (32%) and more competitiveness of the price (23%) than those of desktop computers. When the participants were asked to make a free choice of the type of computers to use at work, interestingly, there were more participants who preferred notebook (i.e. 61%) than desktop computers (39%). Occupational Safety and Health Council 41 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 15 Notebook Utilization Patterns of Participants (N=100) Year of Utilization <1 1 – 1.9 >2 Daily Utilization (Hour) <2 2 – 3.9 4 -5.9 6- 7.9 >8 No response % Chart 7 Daily hour use 每日使用量(小時) 11.0 2.0 87.0 30 25 20 5.0 18.0 24.0 15.0 26.0 12.0 15 10 5 0 <2 2 – 3.9 4 -5.9 6- 7.9 No 不回應 Response >8 Table 16 Locations of Notebook Utilization of Participants (N=100) Necessity for Outdoor Use No Yes Locations of Utilization Office Home Office of Clients Other Outdoor Premises On Street On Transport % 27.0 73.0 Chart 8 Transports 運輸工具上 On Street 街上 100.0 65.0 23.0 24.0 8.0 8.0 Occupational Safety and Health Council Other Outdoor 其他室外地方 Places Clients’ Office 客戶辦公室 Home 住所 Office 辦公室 0 10 20 30 40 50 60 70 80 90 42 100 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 17 Preferences of Types of Computers by the Participants. (N=100) Preference Company Decision Need for Outdoor Use PC Performance Price Purpose of PC Brand Desktop Space No Consideration Potential Harm Ergonomic & OSH PC Appearance Trend Discount Reselection of PC Type Notebook Desktop % Chart 9 Reselection of PC Type 66.0 34.0 32.0 23.0 21.0 18.0 6.0 4.0 3.0 3.0 2.0 0.0 0.0 再選擇電腦種類 70 60 50 40 30 20 10 0 手提電腦 Notebook Computer 桌上型電腦 Desktop Computer 61.0 39.0 When the participants were asked on the functions of the notebook computer being utilized, there were higher percentages of respondents using notebook computer for work processing (74%), emailing (54.5%), and information search (52%) than other functions (2 to 35%) (Table 18 and Chart 10). These were also consistent with the results revealed in Stage 2a and that notebook computers were reported as used for functions other than the conventional functions such as displaying presentations and emailing. This further explained the phenomenon that notebook computers would be used for a prolonged period of time because of involvement in typing-related tasks. Occupational Safety and Health Council 43 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 18 Preferences of Functions of the Notebook Computer (N=100) Functions Word Processing Emailing Information Search Internet Browsing Data Entry Presentation Graphic & Animation Game % 74.0 54.5 52.0 35.0 33.0 33.0 2.0 0 Chart 10 Functions of utilization 80 70 60 50 40 30 20 10 0 Internet Browsing Word Processing Graphic & Animation Data Entry Presentation Information Search Emailing Anthropometric Measurements of the Notebook Users Visit was paid and field assessment was conducted to each of the participants. Anthropometric measurements were conducted on the participant and the “workstation” on which the notebook computer was placed (refer to Pictures 1 and 2 for illustration). Measurement parameters included monitor height, desk height and keyboard heights. There were two sets of measurements: 1) Parameters recorded when the participant assumed an actual working posture (defined as A); and Occupational Safety and Health Council 44 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems 2) Parameters recorded when the participant was instructed to position in a proper position and posture according to ergonomic principles (defined as B). The proper position and posture of the participant was obtained by asking the participants to assume an upright posture sitting at a proper height with the level of the elbow at the level of the keyboard and mouse and keep about right angles at the hip, knee and elbow before taking measurements. The worker-workstation match results are defined as the discrepancy between the measurements obtained from the proper position and posture and those from the actual position (i.e. B – A) (see figures in Table 19). Picture 1 Anthropometric Measurements conducted in Field Assessment. Monitor height Desk height Keyboard height Eye level Elbow level Ideal seat height According to the results, the average actual monitor height of notebook computer used by the participants were 102.07cm (actual monitor height = distance from floor to the top edge of screen) (Table 19). The majority of the participants (61%) were 101-105cm. The average proper eye level of the participants (equivalent to proper monitor height = distance from floor to eyes of participants when sitting in a neutral and upright position on an office chair) was 112.46cm. The Occupational Safety and Health Council 45 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems mean worker-workstation monitor height mismatch, i.e. discrepancy between the proper and actual monitor height, was 14.72cm (Min=1.5cm; Max=29cm). Majority of the participants were found to fall within the monitor height mismatch of 10-14cm (22%) and 15-19cm (34%) in particularly of 14cm (8%), 17cm (6%), and 19cm (9%). What the results indicated were that in general the monitor height of the notebook computer was in a much lower position than the eye level of the participants, which could contribute to the musculoskeletal discomforts of these participants (to be discussed in later sections). Apart from the monitor height, the desk and the seat heights are also important factors contributing to the occupational health of the participants. The average actual desk height (actual desk height = distance from floor to top of the desktop) of the participants using notebook computer was measured as 74.61cm (Min=68.5cm, Max=77.2cm). The most common desktops seen in the field assessments had the heights of 74cm (17%) and 75cm (37%). The average proper desk height (distance from floor to the height of the elbow in a right angled position of the participants when sitting in a neutral and upright position with both feet flat on the floor surface) was 68.46cm (Min=59.8cm, Max=80cm). The mean worker-workstation desk height mismatch, i.e. discrepancy between the proper and actual desk height, was 6.17cm (Max=16cm). As desktop height is usually non-adjustable, majority of the participants henceforth would need to raise the seat height by 5-9cm (54%). After raising the seat height, a footrest probable would be needed to compensate for the discrepancies to ensure that workers’ feet can be placed flat on a stable surface. This is particularly relevant to those who use notebook computer in an office environment. On the same token, the heights of the keyboard and mouse were found to relatively too high for the participants. The average actual keyboard and mouse heights (distances from floor to the level of the keyboard and mouse placed on the desktop) were 76.28cm and 73.91cm respectively. When compared with the average proper elbow height which was 68.46cm, the mean worker-workstation keyboard and mouse height mismatches were 7.82cm and 5.45cm. These indicated that the participants were in general working with keyboards and mouse which were placed at an excessively high level. Besides, the average actual viewing distance of the participants was measured as 62.97cm (Min=35cm, Max=90cm) and most of the participants Occupational Safety and Health Council 46 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems (59%) was found to sit in a slightly farther distance than the recommended viewing distance, i.e. 35 to 60cm. Table 19 Summary of Anthropometric Measurements and Worker-Workstation Mismatches (Proper minus Actual) Min. Max. Mean SD Actual Measurements (A) Monitor Height Desk Height Keyboard Height Mouse Height Seat Heights Eye Distance 93.00 68.50 65.00 60.00 41.10 35.00 108.00 77.20 81.00 77.20 54.00 90.00 102.07 74.61 76.28 73.91 48.21 62.97 3.46 1.40 4.49 3.56 3.15 12.3 44.97 112.46 68.46 2.36 4.87 3.96 Proper Measurements (B) Seat Height Eye Level Elbow Height 40.50 102.00 59.80 50.00 125.00 80.00 Recommended Adjustments Seat Height Adjustment or Recommended Foot Rest 0.00 16.00 6.17 3.94 Height Monitor Height Adjustment 1.5 29.00 14.72 6.80 Note: Max.=Maximum, Min.=Minimum, SD=standard deviation; unit is in centimeter; Worker-workstation match are defined as the discrepancy between the measurements obtained from the proper position and posture and those from the actual position (i.e. B – A) The worker-workstation mismatches would lead to excessive bending of the neck and elevation of the shoulders (see Pictures 2 and 3). When participants assumed a lower than proper sitting position (i.e. the elbow height was much lower than the desktop height), the most affected would be elevation of the shoulders when using the keyboard and/or mouse. Lower than a proper sitting height would require accommodations in the elbow (more extended) and the wrist joints (more bending). Other problems would include limited desktop space, inadequate wrist support Occupational Safety and Health Council 47 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems and notebook computers not placing in front of the participants. All these would pose risks on the occupational health of users of notebook computers. Pictures 2 Sampled participants’ postures when using notebook computers Mismatches in height of monitor and eye level Compact keyboard design resulting in unfavorable wrist joint angles Mismatches in desktop and elbow heights Very limited desk space Occupational Safety and Health Council 48 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Pictures 3 Common Workstation Layout with Notebook Computer Notebook computer positioned on a computer rack with limited work space Notebook computer positioned on side table Notebook computer positioned close to edge of table with insufficient wrist space Notebook computer positioned on the corner of work desk Notebook computer positioned in front of the user Notebook computer positioned in front of the user Occupational Safety and Health Council 49 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The field assessments also measured the illumination level of the environment in which notebook computers were used by the participants. The results of illumination revealed that the average light intensity on the desktop was 709.6 LUX, which was above the recommended levels of 300-500 LUX (Table 20). There were only one-fourth of the workstations (25%) illuminated at the level commensurate with the recommended levels. Higher proportion of workstations (69%) was higher than recommended levels. The light intensity measured on the keyboard (Mean=596.7 LUX) and monitor (Mean=416.4 LUX) fell within the recommended levels. Table 20 Measurement of Light Intensity on Desktop of the Workstations Minimum Maximum Light intensity on the Desktop (LUX) Light intensity on Keyboard (LUX) Light intensity on Monitor (LUX) 249.00 185.00 133.00 1507.00 1193.00 815.00 Mean 709.6 596.68 416.40 SD 327.22 297.64 177.15 Use of Ergonomic Features and Participants’ Discomforts The field assessment covered the type of ergonomic features which the participants adopted when using notebook computers. Among the 100 participants, none of them was observed using a footrest or document holder at their workstation (Table 21 and Chart 11). From the results, no significant associations were found between not using external monitor and mouse, and no different MSDs were reported by the participants. However, significant associations were revealed between not using external keyboard and the discomforts in the shoulders/neck (ChiSq(df=1): 4.150, p=.042), in which 70% of the respondents reported suffering from shoulders/neck discomfort did not use an external keyboard; while the results obtained in the Telephone Survey which also showed the use of external keyboard was associated with lower chance of experiencing discomforts in the upper back and wrists. Significant associations were identified between not using external storage device and the discomforts in the lower back (ChiSq(df=1): 14.823, p<.001) and the hand (Chi-Sq(df=1): 8.734, p=.003) (Table 22). Only 8.9% and 26.7% of the participants reported experiencing discomforts in the lower back and hand when external storage devices were used. In order words, the participants who did not use these Occupational Safety and Health Council 50 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems devices together with notebook computers tended to have higher chances of experiencing discomforts over specific body parts. Table 21 Summary of Use of Ergonomics Features / Accessories by the Participants Types of Ergonomics Devices / Accessories Mouse (External) Storage (External) Keyboard (External) Monitor (External) Printer Adj Dock OSH Products Writing Pad Chart 11 (%) (N=100) 92.0 45.0 40.0 26.0 25.0 15.0 13.0 7 100 90 80 70 60 50 40 30 20 10 0 Mouse Storage Keyboard Monitor (External) (External) (External) (External) Eyes Table 22 External Monitor External Devices External Keyboard External Mouse Storage Devices Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) .208 .648 .667 .414 2.174 .140 .040 .841 Shoulders/ Neck 2.606 .106 4.150 .042 3.579 .059 .621 .431 Printer Adj Dock Upper Back 3.259 .071 .155 .693 2.543 .117 .285 .594 OSH Products Lower Back .422 .516 2.116 .146 2.088 .148 14.823 .000 Writing Pad Wrist .599 Hand .493 .439 .032 1.087 .482 1.307 .857 .068 .253 .795 .151 .269 .215 8.734 .388 .297 2.062 1.535 .746 Headache .604 3.780 .003 .052 When the participants were asked how they carried the notebook for work outside the office, 46% of them carried it with a handbag, 32% with backpack, 19% hand-held the machine, whilst 26% carried it with a single-side bag. Only a small proportion of the participants replied Occupational Safety and Health Council 51 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems that they used ergonomic accessories such as hand trolley (3%). There was significant association between the use of handbag for carrying notebook computer and discomforts over the lower back (Chi-Sq(df=2): 18.182, p<.001), the wrist (Chi-Sq(df=2): 6.609, p=.037), the eye (ChiSq(df=2):11.872, p=.003) and headache (Chi-Sq(df=2): 6.572, p=.037) (Table 23a). There were more people with abovementioned bodily discomforts when handbag was used for carrying the notebook computer. Despite there were significant associations between using handbag, and eye discomfort and headache, the explanations for the phenomena are out of the scope of this study. In contrary, significant associations were also found between not using backpack for carrying the notebook computer and discomfort in the lower back (Chi-Sq(df=2): 22.529, p<.001), i.e. fewer proportion of people (i.e. 22.2%) reporting low back discomfort when backpack was used. It was noteworthy that there were significant associations between the use of hand for carrying notebook computers and discomforts reported in the upper back (Chi-Sq(df=2): 6.998, p=.030), and the lower back (Chi-Sq(df=2): 22.215, p<.001), i.e. more people suffering from these discomfort if they carried notebook computer with hand. Not using single-side bag (26%) for carrying notebook computers was found associated with the discomforts in the lower back (ChiSq(df=2): 19.325, p<.001) and the wrist (Chi-Sq(df=2):12.562, p=.002); and not using hand trolley (3%) associated with discomforts in the upper (Chi-Sq(df=2):13.446, p=.001) and lower back (Chi-Sq(df=2):18.266, p<.001) (Table 23a). These indicated that there were fewer number of participants experiencing bodily discomforts when these two types of carrying bag were used. There were 13.5% and 15.4% of participants, who had used single-side bag, reported discomforts in the lower back and wrist respectively; and 16% and 18.7% of participants, who had used hand trolley, reported discomforts in the upper and lower back respectively. Eyes Table 23a Carrying Methods Handbag Backpack Hand Carry Singleside/Messenger Hand Trolley Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) Chi-Sq (p-value) 11.872 .003 .655 .721 1.079 .583 .336 .845 3.195 Occupational Safety and Health Council .202 Shoulders/ Neck 5.661 .059 .559 .756 3.084 .214 4.749 .093 1.415 .493 Upper Back 3.017 .221 4.086 .130 6.998 .030 1.921 .383 13.446 .001 Lower Back 18.182 .000 22.529 .000 22.215 .000 19.325 .000 18.266 .000 Wrist 6.609 Hand .957 .037 4.174 6.572 .620 1.927 .124 .248 .382 .884 .674 .002 .341 2.855 .615 1.452 .518 .163 2.149 .974 1.314 .037 3.631 .788 12.562 Headache .240 1.031 .484 .597 52 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Notebook-related Health Characteristics The common health or musculoskeletal problems reported by the participants are summarized in Table 23b and Chart 12. The most common discomfort expressed by the participants was in the shoulders and neck regions (77%). Other areas of discomfort included the eyes (50%), the upper back (29%), the lower back and wrist (28% and 22%). It was also common to find participants reporting discomforts in multiple sites in the body. Only a small proportion of the participants expressed that they had sought medical consultation (i.e. 18%), whereas other 7% had sought consultations from Traditional Chinese Medicine or other alternative type of treatments such as bone-setter, acupuncture or reflexology. The participants self perceived that the causes of the bodily discomforts could be due to work (58%), lack of rest (26%), and natural degeneration because of aging (12%). Table 23b Bodily Discomforts Reported by Participants Locations of Discomfort Shoulders and Neck Eyes Wrist Lower Back Upper Back Hand Headache Lower Limb Percentage of People Reported (%) N=100 77.0 50.0 29.0 28.0 22.0 15.0 3.0 3.0 Chart 12 80 70 60 50 40 30 20 10 0 Headache Eyes Shoulders/Neck Upper Back Lower Back Wrist Hand Lower Limb Demographic Characteristics and Other Factors Related to Using Notebook Computers Gender and Age by duration of utilization From the Field Survey, the finding indicated that more male participants used notebook computers for shorter duration, i.e. 2 to 3.9 (27%) and 4 to 5.9 (24.3%) hours/day; while more female participants used notebook computers for longer hours per day, i.e. 4 to 5.9hr (23.8%), 6 to 7.9hr (15.8%) and > 8hr (38.1%). There were relatively more participants working continuously up to 4-5.9 hour/day (24%) and accumulatively for more than 8 hours/day (26%). Besides, most of the participants working with notebook computer for 4-5.9 or >8 hours/day were those at age of 30-34. Occupational Safety and Health Council 53 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Musculoskeletal Discomfort by Age and Gender Age of the participants was found to have significant association with the discomforts in the eyes (Chi-Sq(df=5): 24.9, p<0.001), the shoulders/neck (Chi-Sq(df=5): 19.288, p=.002) and the upper back (Chi-Sq(df=5): 23.299, p<0.001) (Table 24). There were more participants at the age of 30-34, 35-39 and 40-44 reporting discomforts in their eyes (15-17% versus 0-4%), the shoulders/neck (13-37% versus 0-6%) and the upper back (4-10% versus 0%) than those of the younger (i.e. 20-29) and older (45-54) groups. Gender was also found to associate with the discomforts in the shoulders/neck (Chi-Sq(df=1): 7.301, p=.007) and the wrist (Chi-Sq(df=1): 14.250, p<.001). Female participants were more likely (85.7%) than the male (62.2%) reporting such discomforts. No significant associations were found between the gender and the discomforts in the other body parts. The discomforts in the shoulders/neck region (Chi-Sq(df=5): 23.844, p<0.001) and the hand (Chi-Sq(df=1): 12.472, p=.029) were revealed to significantly associate with the duration of using notebook computer. In general, the participants who reported using notebook computers for 4-5.9hr/day or >8hr/day (i.e. 28.6% and 30%) were more likely to report discomforts in the shoulders than those working for 2-3.9hr/day (15.6%) and 6 or 6-7.9hr/day (13%). Table 24 Age Musculoskeletal Discomfort Eyes Chi-Sq (p-value) Shoulders/ Neck Chi-Sq (p-value) Upper Back Chi-Sq (p-value) Lower Back Chi-Sq (p-value) Wrist Chi-Sq (p-value) Hand Chi-Sq (p-value) Lower Limb Chi-Sq (p-value) Headache Chi-Sq (p-value) Occupational Safety and Health Council 24.90 Gender 1.073 .000 19.288 6.943 .300 7.301 .002 23.299 .007 .005 .000 9.616 .944 .394 .087 9.711 .530 14.250 .084 6.573 .000 .102 .254 4.639 .750 1.816 .461 4.693 .178 1.816 .461 Duration .178 .225 23.844 .000 2.769 .736 12.596 .027 5.094 .405 12.472 .029 8.803 .117 9.794 .081 54 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Musculoskeletal Discomfort by Utilization Functions The use of notebook computers for specific utilization was also found to associate with bodily discomforts. Browsing the Internet (35%) was significantly associated with the discomforts in the lower back (13%; Chi-sq(df=1): 5.024, p=.025), the wrist (15%; Chi-Sq(df=1): 5.022, p=.025;), the hand (10%; Chi-Sq(df=1): 7.778, p=.005;) and the lower limb (3%; Chi-Sq(df=1): 5.744, p=.017) than those who did not (Table 25). Those who used notebook computer for word processing (74%) were more likely to report discomforts in the wrist (27%) (Chi-Sq(df=1):7.747, p=.005) than those who did not. Performing data entry was found to associate with discomforts in the lower back (Chi-Sq (df=1):10.252; p=.001) and the hand (Chi-Sq(df=1):8.692, p=.003), i.e. 33% of participants, who had used notebook computer for data entry, reported discomfort in the lower back. Similarly, using notebook computer for information search was found to associate with discomforts in the eyes (Chi-Sq(df=1): 5.769, p=.016) and presentation with the wrist (ChiSq(df=1): 12.588, p<.001), i.e. 52% of participant, who had used notebook computer for information search, reported discomfort in the eyes. And there was no significant associations found with other utilization functions. Table 25 Functions Internet Browsing Chi-Sq (p-value) Word Processing Chi-Sq (p-value) Graphic & Animation Chi-Sq (p-value) Data Entry Chi-Sq (p-value) Presentation Chi-Sq (p-value) Information Search Chi-Sq (p-value) Emailing Chi-Sq (p-value) Eyes 3.560 .059 .208 .648 2.041 .153 .045 .832 2.216 .137 5.769 .016 2.576 .108 Shoulder/ Neck .224 .636 .282 .595 .610 .435 3.291 .070 1.713 .191 3.548 .060 1.513 .219 Upper Back .023 .879 .496 .481 .576 .448 1.979 .160 .798 .372 2.959 .085 1.946 .163 Lower Back 5.024 .025 .134 .715 .794 .373 10.252 .001 2.355 .125 1.183 .277 .706 .401 Wrist 5.022 Hand 7.778 .025 7.747 .005 .493 .005 4.996 .482 .360 .025 .071 .548 8.692 .789 12.588 .003 .001 .000 3.239 .976 .452 .072 1.071 .501 .003 .301 .955 Lower Limb 5.744 .017 1.087 .297 .063 .802 1.523 .217 1.523 .217 2.855 .091 3.631 .057 Headache 1.665 .197 1.087 .297 .063 .802 6.279 .012 1.523 .217 2.855 .091 3.631 .057 Predicting Musculoskeletal Discomfort among the Participants Age, gender, duration of utilization, locations of utilization, utilization functions, notebook carrying methods and types of external devices used were entered as predictor variables for conducting regression analysis. The outcome variable was the reported discomfort in one region such as shoulders/neck, or the eyes. Occupational Safety and Health Council 55 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Age of the participants was identified as a significant predictor of discomforts in the eyes (=44.7, p=.013) which accounted for 6% of the total variance. Duration of utilization was also a significant predictor of shoulders/neck discomforts (=-.466, p=.007) accounting for 7.1% of the total variance. Using notebook computer for working at home (n=65 out of 100) was a significant predictor of discomfort in the eyes (=.992, p=.020; 5.2% of total variance). Similarly, using notebook computer for working at other outdoor places (n=24 out of 100) was also found to significantly predicting discomfort in the eyes (=1.152, p=.018; 5.5% of total variance), shoulders/neck (=1.435, p=.034; 4.4% of total variance), wrist (=1.003, p=.042; 4% of total variance) and upper back (=1.338, p=.011; 6.3% of total variance). Specific function of utilization was also found to be a predictor of particular bodily discomfort. Internet browsing (n=35 out of 100) was found to be a predictor of wrist discomfort (=1.005, p=.027; 4.8% of total variance), and lower back (=-1.19, p=.020; 5.3% of total variance), hand (=1.569, p=.006; 7.1% of total variance). Besides, word processing was found to be a predictor of wrist discomfort (=1.931, p=.002; 8.8% of total variance). PowerPoint presentation was a predictor of hand discomfort (=-2.348, p<.001; 13.9% of total variance. Information search predicted eyes discomfort (=.981, p=.016; 5.7% of total variance). Musculoskeletal Discomfort associated with Work Desk Dimensions The dimensions of the workstation, seating chair and other accessories were measured. Correlations were computed between these dimensions and the report of musculoskeletal discomforts in different parts of the body. The dimensions included monitor height (measured from floor to the top edge of monitor), desk height (measured from floor to the desk surface), original seat height (the distance between the seating surface and floor), and the seat adjustment height/ recommended foot rest height, eye distance (distance between eyes of participants and the top edge of the monitor of the notebook computer) and illuminations of the workstation environment. In the analyses, the eye level discrepancy (discrepancy between the top edge of monitor and appropriate eye level of participants), the eye distance discrepancy (deviation from the recommended level, i.e. 35-60cm) and elbow discrepancy (discrepancy between desk height and the appropriate elbow height of participants) were used. Occupational Safety and Health Council 56 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Eyes Discomfort vs. Work Desk Dimensions The reported discomfort in the eyes were found to significant associate with the eye distance discrepancy (Chi-Sq(df=4): 9.615, p=.047), eye level discrepancy (Chi-Sq(df=5): 18.165, p=.003), and level of illuminations (Chi-Sq(df=6): 26.263, p<.001). In general, participants who had larger monitor height discrepancy (58%, 16 cm or more), and the lower (56%, <600 LUX) or higher (22%, >1000 LUX) level of illumination were more likely to report discomforts in the eyes. When these variables were entered into a regression equation for predicting discomforts in the eyes, the eye distance discrepancy (=.434, p=.006; 7.3% of total variance) was found to be the most significant predictor. Shoulders/Neck Discomfort vs. Work Desk Dimensions Significant associations were found between the eye distance (Chi-Sq(df=4):19.290, p=.001) and illumination discrepancy (Chi-Sq(df=6):20.646, p=.002) with the shoulders/neck discomfort. In other words, the larger the discrepancies in the eye distance (16.9%), and the illumination level below 500 LUX (29.9%) or above 1000 LUX (22.1%) were, the more likely the participants reported discomforts in the shoulders/neck discomfort (77% versus 23%). Upper Back Discomfort vs. Work Desk Dimensions Significant associations were found between the elbow discrepancy (Chi-Sq(df=3): 11.007, p=.012), eye level discrepancy (Chi-Sq(df=5): 13.954, p=.016) and illumination discrepancy (ChiSq(df=6): 12.712, p=.048) with the upper back discomfort. The larger the discrepancies in the elbow distance (i.e. >6cm) were, the more likely the participants experienced upper back discomfort (68.2% versus 31.7%). Occupational Safety and Health Council 57 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Lower Back Discomfort vs. Work Desk Dimensions The eye distance discrepancy (Chi-Sq(df=4): 14.241, p=.007), elbow discrepancy (ChiSq(df=3): 13.049, p=.005) and illumination (Chi-Sq(df=6): 18.061, p=.006) were significantly associated with participants’ report of lower back discomfort. The larger the discrepancies in the eye distance (32.1% versus 18.5%), the elbow distance (57%, >6cm versus 32%) and illumination (67.8%, below 600 LUX versus 31.2%) were, the higher was the proportion of participants reporting lower back discomfort was. The eye distance discrepancy (=-.401, p=.010; 6.5% of total variance) and eye level discrepancy (=-.550, p=.001; 9.9% of total variance) were identified as significant predictors of lower back discomfort. Wrist Discomfort vs. Work Desk Dimensions Significant associations were identified between the eye level discrepancy (Chi-Sq(df=5): 32.160, p<0.001), illumination (Chi-Sq(df=6): 24.102, p=.001), and the discomforts in the wrist. The results showed that the larger the discrepancy in eye level was, e.g. >11cm, the higher the proportion of participants reported wrist discomfort (89.7% versus 11.3%) was. Besides, the larger the illumination discrepancy (48.3% versus 17.8%, less than 500 LUX; or 37.9% versus 17.8%, larger than 1000 LUX) was, the more the proportion of participants reported wrist discomfort was. Among all the abovementioned factors, the eye level discrepancy (=-.414, p=.013; 6.0% of total variance) was found significantly predicting participants’ wrist discomfort. Hand Discomfort vs. Work Desk Dimensions Significant association was identified between the elbow discrepancy (Chi-Sq(df=3): 10.563, p=.014) and the discomforts in the hand (52.1% versus 17.8%). The same variable was found to be the only significant predictor of hand discomforts. Occupational Safety and Health Council 58 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems STAGE 2B (PART 2): TELEPHONE/ ONLINE SURVEY ON UTILIZATION OF NOTEBOOK COMPUTER 1. Method The Telephone/ Online Survey was a supplement to the Field Survey. The purpose was to further build up the data base of using different methods. The intention of this part of the study therefore was not to gain new insights into the situation at hand but to improve the generalizability of the results. Data was collected through Telephone/ Online Survey. Questions for the potential participants to complete were extracted from the three instruments previously used in the Field Survey. The questions covered worker’s demographic, notebook computer utilization, and physical symptoms. There were two groups of potential participants: one group was recruited via phone calls and the other group was recruited via e-mail contacts. Both methods took the subjects about five minutes to complete the survey. For those who were contacted via e-mails, a direct internet hyperlink accessing to the online survey webpage was contained in the e-mail. 2. Results Demographic Characteristics of the Participants There were 200 participants completed the telephone (n=18) and online (n=182) surveys. Among them, there were more female (60.0%) than male (40.0%), which were similar to the results obtained in the Field Survey (Table 26). About 82.5% of them were between 25 and 39 years old. They mostly carried job titles of legal executive, merchandiser, sales, health professionals and educator. The participants were from: (1) Community and social servicing Occupational Safety and Health Council 59 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems (n=70, 35%), (2) Banking, financial, insurance, real estate and commercial servicing (n=45, 22.5%) and Manufacturing industry (n=45, 22.5%), (3) Import and Export (n=20, 10%), (4) Logistic, storage and communication (n=15, 7.5%), and, (5) Hospitality (n=5, 2.5%). Table 26 Demographic Details of Participants (N=200) Gender Male Female Age (Yr) 20-24 25-29 30-34 35-39 40-44 45-49 50-54 Education Tertiary Secondary Primary/No formal Education Living (District) Hong Kong Island Kowloon New Territories % 40.0 60.0 10.0 45.0 35.0 2.5 5.0 0.0 2.5 (N=200) Occupation/ Industry Community, Social and Personal Services Banking & Finance, Insurance, Real Estate & Business Services Manufacturing Import & Export Logistic, Storage and Communication Hospitality % 35.0 22.5 22.5 10.0 7.5 2.5 90.0 5.0 5.0 22.5 30.0 47.5 Notebook Utilization Pattern of Participants Most of the participants (n=185, 92.5%) reported that they had used notebook computers for more than two years in their daily works. According to the definition stipulated by the local Occupational Safety Health (Display Screen Equipment) Regulation, only 7.5% of the participants might not be considered as DSE users whilst the remaining ones (n=185, 92.5%) might be regarded as DSE users with their daily utilization of notebook computers were either at least four hours continuously or more than 6 hours accumulatively (Table 27). Occupational Safety and Health Council 60 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 27 Years and Hours of Notebook Utilization (N=200) Year(s) of Utilization 1 – 1.9 >2 Daily Utilization (Hour) 2 – 3.9 4 -5.9 6- 7.9 >8 % 7.5 92.5 7.5 20.0 37.5 35.0 Different from the results obtained from Field Survey, only 30% (n=60) of the participants reported using computers outside of offices. Among them, 37.5% used the computers at home, 7.5% at office of clients, and 12.5% at restaurant or other outdoor premises. There were another 7.5 % using notebook computer on the street or public transport (Table 28). Table 28 Locations of Notebook Utilization of Participants (N=200) Necessity for Outdoor Use No Yes Locations of Utilization Office Home Office of Clients Other Outdoor Premises On Street On Transport % 70.0 30.0 97.5 37.5 7.5 12.5 2.5 5.0 When being asked why the participants were required to use notebook computers at work, the majority (40%) opined that it was because of their company’s decision of purchase, whilst less than one-third of them (27.5%) used notebook computers because they fitted the requirements for outdoor utilization (Table 29). When the participants were asked to make a free choice of the type of computers to use at work, interestingly, opposite result was shown when comparing with those of the Field Survey, i.e. there were more participants choosing desktop (i.e. 65%) instead of notebook computers (i.e. 35%). Occupational Safety and Health Council 61 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 29 Preferences of Types of Computers of Participants (N=200) Preference Company Decision Need for Outdoor Use PC Performance Price Purpose of PC Brand Desktop Space No Consideration PC Appearance Potential Harm Ergonomic & OSH Trend Reselection of PC Type Notebook Desktop % 40.0 27.5 27.5 45.0 22.5 25.0 30.0 10.0 10.0 0.0 0.0 0.0 35.0 65.0 When the participants were asked about the functions utilized, 85% reported using the computer for word processing, 72.5% for emailing, 65% for Internet browsing, and 60% for information search. These results were similar to those revealed from the Field Survey (Table 30), except there were more participants from the Telephone/Online Survey using notebook computer for Internet Browsing comparing to those obtained from the Field Survey (35%). Occupational Safety and Health Council 62 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 30 Utilization of Computer Functions by Participants (N=200) % (from Tel/Online Survey) % (from Field Survey) 65.0 85.0 7.5 32.5 20.0 60.0 72.5 10 35.0 74.0 2.0 33.0 33.0 52.0 54.5 0 Functions Internet Browsing Word Processing Graphic & Animation Data Entry Presentation Information Search Emailing Game Use of Peripheral Device and other Ergonomics Accessories The results from the Field and Telephone/ Online Survey indicated that external mouse and external storage were used together with the notebook computer (Table 31). When the participants were asked how they carried the notebook for work outside the office, 25% of them carried it with a handbag, 7.5% with backpack, 10% hand-held the machine, whilst 10% carried it with a single-side bag. None of the participants used ergonomic accessories such as hand trolley. Table 31 Summary of Use of Ergonomics Features / Accessories by Participants Types of Ergonomics Devices / Accessories Mouse (External) Storage (External) Keyboard (External) Monitor (External) Printer Adj Dock OSH Products Writing Pad Occupational Safety and Health Council % (from Tel/Online Survey) % (from Field 40.0 40.0 2.5 2.5 32.5 0.0 2.5 0 92.0 45.0 40.0 26.0 25.0 15.0 13.0 7 Survey) 63 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Notebook-related Health Characteristics The most common discomforts expressed by the participants was discomfort in the shoulders and neck region (80%) (Table 32). Other areas of discomforts included the eyes (52.5%), the wrist (50.0%), and the lower back and upper back (both are 17.5%). The participants perceived that the causes of the bodily comfort could be due to work (40%), lack of rest (25%), and natural degeneration because of aging (5%). Table 32 Bodily Discomforts Reported by Participants Locations of Discomfort Shoulders and Neck Eyes Wrist Upper Back Lower Back Headache Hand Lower Limb 3. % (from Tel/Online Survey) 80.0 52.5 50.0 17.5 17.5 7.5 5.0 5.0 % (from Field Survey) 77.0 50.0 29.0 22.0 28.0 3.0 15.0 3.0 Discussion The results of this part of the study suggested significant relationships between gender and age, and the duration and functions of utilization of notebook computers by the participants. The data suggested that notebook computers are commonly used for functions similar to those using in desktop computers in the workplace. The duration of the participants using the notebook computers was relatively long such as longer than accumulatively six hours per day. In this case, the participants might be classified as the “Users” under the existing Occupational Safety and Health (Display Screen Equipment) Regulation. Significant associations were revealed between the duration of notebook utilization and the origins of discomforts reported by the participants in the shoulders/neck, lower back and hand. This further indicated the potential problems brought by using notebook computers for prolonged period of time. The fact that notebook computers Occupational Safety and Health Council 64 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems were designed for mobile and short duration use which was quite different from that of desktop computer, i.e. designed for stationary and prolonged duration use. This difference in usage should be highlighted to both users and employers. The discrepancies between the design of the notebook computers and their actual pattern of utilization by the participants were less desirable. The mismatches between the design and the use possibly attributed to the high frequency of reporting discomforts in the body parts such as the eyes, shoulders/neck, upper limb and wrists. More importantly, as reflected from findings of this study, the eye-, elbow- and illumination levels which the participants displayed did not commensurate with the common practices recommended in the health guides published by the Labour Department (i.e. Simple Guide to Health Risk Assessment, Office Environment Series – Lighting, 2003; Simple Guide to Health Risk Assessment, Office Environment Series – Office Workstation Design, 2003) and the Occupational Safety and Health Council (i.e. Safety and Health Guides for Working with DSE, 2004). Previous studies have reported the close relationships between mismatches in these parameters and work-related disorders (e.g. Blehm et al., 2005, Jaschinski, 1999, Villanueva, Jonai & Saito, 1998; Saito et al., 1997; Ankrum, 1996). This study also revealed similar patterns of larger discrepancies associated with higher proportion of participants reporting discomforts in various parts of the body. The results revealed further indicated the needs to develop recommendations and best practices for notebook computer users in Hong Kong. In general, there were more female than male participants reporting using notebook computers in both the Field and Telephone/ Online Surveys (63% versus 37% and 60% versus 40% respectively). There was also larger proportion of female participants reporting discomforts in their body parts. Besides, young to middle age participants (i.e. 30-39 years) were found to have the highest proportion among other age groups using notebook computers and at the same time reporting musculoskeletal discomforts over the eyes, shoulders/neck and upper back. Further studies therefore need to be conducted for explaining the phenomenon of female and 30-39 years of age participants getting a higher tendency to use notebook computers at work. Nevertheless, it Occupational Safety and Health Council 65 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems was obvious that the tendency of use was associated with the rate of reporting musculoskeletal discomforts. This again called for development of recommendations and best practices of using notebook computers in particular to address the needs of this group of users. Duration and function of utilizations were significantly associated with reports in musculoskeletal discomforts in the participants. The results suggested that the longer the hours of notebook utilization was, the higher the incidence of reporting shoulders/neck discomforts would be. These findings were consistent with those revealed in Leung et al. (2004) of which the results were obtained from using desktop computers. It was therefore important to incorporate rest breaks and regular exercise, and reinforce appropriate working posture in the recommendations and best practices to be developed in this report. To further tackle the issues on prolonged use of notebook computer at work, it was recommended that the provisions stipulated in the Occupational Safety and Health (Display Screen Equipment) Regulation should be further emphasized in the recommendations. As utilization patterns had not shown to associate with the type of industry, the needs on developing separate sets of recommendations and best practices for addressing industry-specific issues may not be necessary. It was noteworthy that notebook computers were reported to be equally utilized both inside and out of the office. Among the participants who reported using notebook computers out of the office (about two-third of the participants), over half of them (65%) reported that they were required to bring the computers back to their homes and use them in the Field Survey. This perhaps accounted for the prolonged hours of utilization, i.e. accumulatively longer than 6 hours per day. At the same time, as discussed in the previous paragraph, excessive use of notebook computers were found to relate to higher incidence of reporting musculoskeletal discomforts in the shoulders/neck, and upper and lower back. These findings had two implications. First, there are needs for developing a separate set of recommendations for using notebook computers both for inside and out of the office locations. The recommendations for using notebook computers inside the office can be applicable to the use at home. Second, as notebook computers are likely to be carried in- and out-offices, the recommendations to be developed will incorporate a manual material handling component. Occupational Safety and Health Council 66 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The results of the anthropometric measurements from the Field Survey revealed substantial worker-workstation mis-matches among the participants. The findings suggested that musculoskeletal discomforts as reported by the participants were associated with the extent of the deviations from the “appropriate” monitor and desk heights, eye distance and illuminations. In particularly, these mis-matches were found to associate with the discomforts in the shoulders/neck, wrist and lower back. Our findings were consistent with other studies on occupational health issues brought by using desktop computers (e.g. Villanueva, et al., 1996; Turville, et al., 1998; Burgess-Limerick, et al., 1999). These mis-matches had been known to cause excessive strains on the neck, shoulders and upper limb in particular with the higher/lower monitor height than the eye-level. A closer look at the data revealed that the discrepancies mostly due to the chairs used by the participants were not adjustable (such as a chair in the restaurant or conference site) and the height of the desks on which the notebook computers placed were usually too high. The average elbow-keyboard height mismatch was about 6cm. With this discrepancy, the participants needed to either raise the chair by 6cm or lower the work surface by the same height. Besides the elbow-keyboard height mis-match, another common problem was the mismatch between the eye-monitor heights. In general, the mis-match was found to be around 14cm of which the monitor of the notebook computers was too low for the participants’ eye-level. As notebook computers do not usually come with an adjustable height monitor, it would be difficult for aligning the heights between the eyes and the monitor, and the heights between the elbow and the keyboard with the same desktop surface. This kind of work environment is highly undesirable for notebook computer utilization. The situation is detrimental when notebook computers are used as if desktop computers. The illustration of using different workstation designs and /or accessories will be incorporated in the new recommendations and best practices. Last but not least, the results obtained from the Telephone/ Online Survey were found to by and large consistent with those from the Field Survey. This further suggests that the data obtained in the Stage 2 study is largely valid. Occupational Safety and Health Council 67 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems STAGE 3: RECOMMENDATIONS AND DEVELOPMENT OF HANDBOOK OF GOOD PRACTICES 1. Introduction In this section, the research process with which recommendations and potential preventive measures to be considered by the Occupational Safety and Health Council or the employers of the companies with workers using notebook computers will be described. Development of recommendations and good practices will be based on the existing utilization patterns gathered in the previous two stages and the potential threats to occupational health of the workers. No attempt however will be put on investigating the effectiveness of different strategies for enhancing workers’ occupational health and use of notebook computers. 2. Methods The research team adopted a qualitative and participative method to collect feedbacks from different panels on the recommendations and preventive measures derived from the results obtained in Stage 2. There were two panels. The first panel was composed of experts in occupational safety and health, and employers’ representatives (called the expert panel). This panel was responsible for generating options for good practices, and at the same time explored their feasibility, compliance and effectiveness. The experts were those with experiences in ergonomics, occupational health, occupational medicine, physiotherapy and occupational therapy, optometry, engineering and representatives of various occupational groups. The second panel was composed of workers in different occupational groups (called the worker panel). These workers were those who were recruited and participated in Stage 2 – Field Survey. Their consents were obtained prior to the participation in this part of the study. Occupational Safety and Health Council 68 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The results obtained in the Stages 2a and 2b, and the existing Occupational Safety and Health Regulation on Manual Handling Operations and the Occupational Safety and Health (Display Screen Equipment) Regulation, and the guidelines published by Occupational Safety and Health Council and Labour Department were referenced to in the panel meetings. The guidelines and literature published outside of Hong Kong were also reviewed whenever necessary. All meetings of the expert panel were conducted before the worker panel. Face-to-face interview with experts (in group or individual) were held at the experts’ convenience (mostly at the workplace). Guiding questions were asked by the interviewers in the meeting whilst the experts’ responses were noted and summarized. The meetings lasted between 30 minutes and one hour. In the meeting, comments made by the experts were gathered and special attention was paid on those not covered under the existing Occupational Safety and Health (Display Screen Equipment) Regulation. After completing the meetings with the expert panel, members of the worker panel were interviewed. Similar to the format set for the expert panel, meetings were held in a group or individual basis. The focus of interviewing with the work panel was on the feasibility of applying the proposed recommendations and good practices to the frontline work. Besides, members of the worker panel were asked to suggest changes if any on the proposed recommendations and good practices. 3. Results Participants’ Characteristics Altogether, a total of 57 experts and employers’ representatives were contacted to join the expert panel. They were previously contacted and participated in Stage 1 of this study. The 100 participants who had involved in the Stage 2b – Field Survey and the 200 participants who had participated in the Telephone/ Online Survey were contacted for joining the worker panel. Besides, those potential participants who had been previously invited for participation in this study but not successful were contacted for the second time. This was believed to further expand the sample pool in this part of the study. Occupational Safety and Health Council 69 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems A total of 33 participants were recruited for the expert panel and completed the interview. They came from very diverse backgrounds including information and computing technology, ergonomics, occupational health and safety, occupational medicine specialists, orthopedic and traumatology specialist, optometry occupational therapy, physiotherapy and prosthetics and orthotics. The final sample of participants in the worker group were from the participants involved in stages 2a and 2b, and some had not involve in any stage, and 82 participants were interviewed. Most of them (85%) were those who had involved in the Field Survey and the Telephone/ Online Survey. They were the workers from the finance, insurance, real estate and business services, social, community and personal services, logistic, storage and communication services, constructions, and import and export industries, and some were self-employed (2%). In total, the 82 interviews conducted reached a saturation, i.e. no new or additional information or opinions were given by the new interviewees, and the interview henceforth was terminated. Classification of Utilization Patterns In general, the utilization of notebook computers was classified into two main patterns. These patterns were differed in terms of the locations, the purposes and the duration of utilization of the notebook computer. It was important to note that the patterns proposed in here were to facilitate the discussion of the issues related to the utilization of notebook computers by the participants and drafting the recommendations of good practices. There were other patterns of utilization which were less common than these two but were observed in the field assessment. Pattern 1 – Notebook Computers Used Outside Office Users of Pattern 1 can be regarded as conventional notebook computer users. The notebook computer is used mainly, and in the majority of the cases exclusively, for out-of-office use. The purposes of using the computer are for presentations and/or emailing etc. The locations of utilization are mobile such as in clients’ office or even out of the country. The duration of use is mostly short such as less than four hours. Because of its mobility, the users are likely to require carrying the computer and traveling from one place to another. Occupational Safety and Health Council 70 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Pattern 2 – Notebook Computers Used Inside Office Users belonging to utilization Pattern 2 are those who use notebook computer mainly inside the office and/or occasionally outside the office. The purposes of using the notebook computer are more diverse than those of Pattern 1. They include word processing, internet browsing, information searching, and/or data entry. The users are likely to use computer continuously for four hours or accumulatively for more than six hours. These users may have their own workstation in their office. Majority of the utilization pattern henceforth is consistent with the definition of DSE User described under the Occupational Safety Health (Display Screen Equipment) Regulation, i.e. DSE “User” is defined as an employee who, by reason of the nature of his work, is required to use display screen equipment for a prolonged period of time almost every day, (a) continuously for at least 4 hours during a day; or (b) cumulatively for at least 6 hours during a day. Break not exceeding 10 minutes in an hour away from the DSE shall not be regarded as breaking the continuity of use of the DSE (Occupational Safety and Health (Display Screen Equipment) Regulation, 2003 and The Code of Practice for Working with DSE, 2003). Members of both the expert and worker panels were asked to offer their comments and feedback on the good practices based on the Regulations, hardware enhancement, notebook computer design, training, and other. A summary of the results of the panel discussions is presented in Table 33. Occupational Safety and Health Council 71 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 33 Summary of comments and opinions from the Expert and Worker Panel Collation of Comments from Expert and Worker Panels Legislation-related Application of existing Regulation on MHO to the carrying of notebook computers Current Regulation on MHO is applicable to handling of notebook computers Apply the spirit of the principles under the Regulation on MHO Encourage regular break when carrying the machine Encourage to reduce the distance of traveling whenever carrying of the machine is needed Encourage to use proper manual handling techniques Encourage to reduce the weight of the machine and its accessories Application of existing Occupational Safety and Health (Display Screen Equipment) Regulation Current Occupational Safety and Health (Display Screen Equipment) Regulation is applicable to the use of notebook computers including the definitions set for identification of a user Conduct risk assessment for users who meet the definitions set for a “DSE User” or, Conduct risk assessment for all notebook computer users disregard their “User” status Provide adequate DSE training for all notebook computer users Apply the spirit of the Occupational Safety and Health (Display Screen Equipment) Regulation Encourage users to take regular break Encourage users to do regular stretching Adopt proper ergonomic design and layout for the workstation on which the notebook computer is placed Enhancement of Notebook Computer Add appropriate external accessories for prolonged use in word processing or Internet browsing Connect external monitor to computer for extending the height of the monitor screen (for better monitor to user’s eye-level match) Use dock or stand for extending the height of computer screen (for better monitor to user’s eye-level match) Connect external input devices, e.g. keyboard and mouse to computer (for better keyboard/mouse to user’s elbow-level match) Use of wrist and/or mouse pad Use height adjustable swivel chair (for better seating to workstation height) Provide ergonomic carrying bag for taking notebook computer out of the office Use backpack for carrying the computer and its accessories Use single-side shoulder carrying bag for short distance and lightweight machine Use hand trolley for transporting the computer and its accessories for long distance and heavyweight machine Use alternate hands to hand-carry the bag in which the machine and its accessories are kept Occupational Safety and Health Council 72 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Improvement of Hardware Design Enhanced ergonomic features Design of monitor screen Larger but lighter screen Size of the screen in proportion to working distance, font size etc Detachable screen Height adjustable screen Light weight design Reduce overall weight of the machine Reduce weight of the transformer and battery Reduce weight of the carrying bag Reduce weight of the external devices, e.g. CD/DVD ROM Design of keyboard and mouse Replace fix with detachable or external keyboard Use flip-out keyboard (to widen the keyboard space) Use tiltable keyboard to accommodate users who prefer working with a slightly extended wrist position Build in wrist resting space proximal to the lower edge of the keyboard Replace touch pad mouse by external mouse Other design feature Increase the capacity and durability of the battery Training Equip users with knowledge on the design and set up of the workstation with reference to sound ergonomics principles Learn proper carrying methods Learn to do stretching exercises on a regular basis Others Learn the reasons behind using a notebook computer (for better portability, and out of office and/or short duration utilization) Encourage to use desktop computer in an office environment Encourage to use alternate technology to replace notebook computer Use lighter and smaller handheld device, e.g. PocketPC, BlackBerry Use external storage device for carrying data or files, e.g. USB or external hard drive Use remote or network technology for download data or work tasks via intranet or Internet Set alternate rest and machine using time (e.g. 50 minute followed by 10 minute break) Set restrictions for using notebook computer Avoid prolonged typing Avoid prolonged browsing Occupational Safety and Health Council 73 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems 4. Proposed Recommendations and Good Practices for Utilization Non DSE users Mainly with Out-of-office Utilization This type of users is in general those under utilization Pattern 1. The users are required to use notebook computer for out-of-office work. The spirit of the MHO principles under the Regulation on MHO is for the employers to take appropriate and practical steps on reducing the risks associated with lifting and carrying a weight during work. This would call for the employers to provide appropriate mechanical aids and/or protective equipment when the users are required to carry a notebook computer (and its accessories) outside the office. It is advisable that users can be provided with proper type of carrying bag or device such as hand trolley. A few of the examples are listed in Table 34. Table 34 Comparison of Different Computer Bag Designs Types 1. Backpack Ergonomic Features Comments on Usefulness Left and right Convenient and hand free straps distributing Suitable for long distance loads onto both and prolonged duration shoulders carrying Enable good Space good for notebook carrying posture in computer and its peripheral the back accessories Light in weight Adequate space for loading Appearance Less attractive for users in business and in formal meetings 2. Hand Trolley Less loading on users shoulders Pulling with one hand or alternate hands, and traction force in shoulders and elbow Heavy in weight Less attractive for users in business and in formal meetings Occupational Safety and Health Council Space good for notebook computer and its peripheral accessories Lifting of hand trolley and its content when climbing stairs and crossing curb Excessive pulling of the trolley may lead to upper limb musculoskeletal disorders Only suitable for long distance and duration carrying 74 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Types 3. Single-side/ Messenger Bag 4. Hand Carrying Ergonomic Features Comments on Usefulness Only one strap Exert relatively heavy putting load on load on one shoulder either the left or May lead to improper right shoulder posture on the shoulder Light in weight and the back for Adequate space compensating the primarily for uneven distribution of notebook computer load Suitable for short distance and duration carrying Less space for carrying other accessories One hand or The most convenient for alternate hands to carrying carry the notebook Suitable for short computer distance and brief May use a soft traveling within the city sponge bag for Only good for carrying a holding the lift weight and slim computer notebook computer May exert excessive load onto the hand Appearance Slim and smart looking Conventional to users in business and attending formal meetings Acceptable by most of the users Among the four carrying methods, the panel members opined that the “backpack” was the most desirable in terms of enhancing the occupational safety and health of users who belong to the Pattern 1 as defined in this study. This method was regarded as the most useful when users are required for carrying the notebook computer for use out of the office. The “backpack” was commented as offering the most ergonomic features and the best for preventing discomforts and perhaps work-related disorders among the users. In contrast, the “hand trolley” was regarded as less desirable but was useful if users are required to carry notebook computer of heavier in weight, larger in size, more peripheral accessories, and/or carrying for long distance travel. This was deemed to be quite common in particular when notebook computers are used for sale demonstrations and exhibitions. The panel members also remarked that the “single-side/ messenger bag” could be useful because of its convenience if users are required to carry a light weight notebook computer for short distance daily work travel. Occupational Safety and Health Council 75 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Besides the carrying bag (or method), the following manual handling recommendations are deemed to be appropriate for further enhancing the occupational health and safety of users belonging to the Pattern 1 (carrying notebook computer for out-of-office use): Keep the load close to the body, i.e. centre of gravity, and back straight Swap hand if hand carrying is preferred Reduce weight and amount of load to be carried Use appropriate aid to minimize weight of load Take regular break during carrying Reduce carrying distance and duration as appropriate It is important to note that users with their utilization pattern similar to those described under Pattern 1 are less likely to be defined as “DSE users” under the existing Occupational Safety and Health (Display Screen Equipment) Regulation. Nevertheless, it would be desirable for the users and their employers to if possible apply the following principles at work: Screen is to be positioned in front of the user First line on screen is as much as possible to be aligned to the about or just below eye level (notebook computer to be placed at a higher than desktop level) Screen is to be located at a comfortable viewing distance at 350 - 600 mm, (for instance, 14-inch wide screen corresponds to about 400mm) Screen is easily tilted to suit the needs of the user Move computer monitor away from windows or other sources of bright light Avoid positioning monitors parallel to windows Screen should give a clear, sharp and steady image Characters should be of adequate size, with adequate spacing between the characters and the lines Brightness and contrast of the image should be easily adjusted Adjust the contrast and brightness levels on your monitor to find the setting that gives you the best clarity Use wrist or mouse pad Occupational Safety and Health Council 76 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems When taking the notebook computer out of the office, it is recommendable for the users and their employers to consider using (or providing) an external mouse to replace the built-in touch pad mouse. This will enable the users to operate the pointer function more easily and ergonomically. An external keyboard can also be considered if users are required to use notebook computer for tying texts. The consequence of adding these external devices is the increase in the weight when carrying the notebook computer. The panel members opined that the manufacturers of notebook computers could further consider options for adding built-in devices, and reduce the overall size and weight of the computer in the future. Below is a list of the features for the manufacturers’ consideration: Larger but lighter monitor Height adjustable monitor Reduce weight of battery and electric supply gadget including the transformer Improve the life of the built-in battery so that users do not need to carry the transformer together with the computer Expandable and/or tiltable keyboard to minimize stress on wrist and finger joints Built-in external mouse One important point raised by the panel members was on the necessity of using a notebook computer. The panel members pointed out that it would be the responsibility for the employers (or supervisors) to justify the needs for purchasing notebook computers for the use of their employees. Justifications would be needed for employees to bring notebook computer for use out of the office. Other technologies should be considered before deciding on the use of notebook computer. Finally, when a notebook computer is used, the employers and supervisors should be mindful of providing adequate training to the employees on its proper use. The content of such training may include carrying and lifting technique, ergonomic principles of using DSE, and stretching exercises. A decision tree (Figure 2) was constructed to facilitate employers or supervisors making proper decisions on purchase and provision of proper carrying tools for employees who are prescribed with notebook computers. The decisions are made according to the rules and recommendations suggested by the experts, who were interviewed in this phase of study. Occupational Safety and Health Council 77 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems These experts composed of experts with background and experiences in ergonomic, occupational safety and health, medical and healthcare, and employers as well as users. Performing computer work outside of office Figure 2 Are there other options available? Yes For example Content can be stored with an external storage/ server/ over the Internet and downloaded to designated computer Or Other handheld devices such as PDA Notebook Computer is not needed No No Notebook Computer is needed How much weight is to carry including document and peripheral accessories? Light Heavy What is duration of the carrying? What is duration of the carrying? Long distance or overseas Overseas Hand Trolley Short Distance Long distance Back Pack Short Distance Computer Bag Very brief duration Carry with Hand Occupational Safety and Health Council 78 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Performing computer work exclusively inside an office Figure 2 Yes Is desktop computer available in the office? No Notebook Computer is not recommended No Do you have to use a notebook computer at different locations Yes No Are these accessories available for use? An external monitor, keyboard & mouse, or A notebook stand, external keyboard & mouse Yes No Have you received OSH related training? Yes Notebook can be used DSE User Mainly with Indoor Utilization Users are those who intensively use notebook computer in their day to day work. According to their duration of using a computer, they are regarded as “the DSE Users.” They primarily use notebook computers in their offices but may need to occasionally bring the computer for out-of-office use. The panel members suggested that users of this type should follow the recommendations set mainly for indoor utilization. To cater for out of office utilization, users are advised to follow the recommendations made for the “Non User Mainly with Outdoor Utilization”. Occupational Safety and Health Council 79 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Inside the office, users probably use notebook computer continuously for four hours or accumulatively for six hours in a work day. They are advised to observe the Code of Practice for Working with DSE (2003) and the Occupational Safety and Health (Display Screen Equipment) Regulation. A few of the important recommendations modified for notebook computer users are suggested below: 1. Use of External Monitor It is used for compensating the non-detachable and non-adjustable height of notebook monitor. In general, when notebook computer is placed on the desktop, the height of the notebook monitor is rather low to the eye-level. Any mismatch between the monitor height and user’s eye-level may lead to excessive strains in the neck and shoulders which is not desirable from an occupational safety and health point of view. Connecting the notebook computer to an external monitor which is height adjustable could alleviate this problem by eliminating the differences in the monitor height and user’s eye-level. This set up was deemed to be crucial by the panel member for the DSE Users. The positioning of the external monitor can make reference to Figure 3. Figure 3 A A B B C F F E G H Occupational Safety and Health Council D E G H 80 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems A. B. C. D. E. F. G. H. 2. The top edge of the screen is about or just below the eye level of user Keep a comfortable eye distance at 350600mm Use of notebook stand to adjust height and/or distance of screen of notebook Use of external keyboard and mouse Enough space in front of the keyboard to provide support for the hands Keep shoulder relaxed and forearm at about right angle to arm during typing Keep back straight and rest against backrest of the seat and hip at about right angle to trunk Use height adjustable seat and with armrest Dock/ Notebook Stand Instead of connecting the notebook computer to an external monitor, one may consider housing it into dock or monitor stand (Table 34). This can raise the height of the notebook monitor to a higher level resulting in a better monitor height to eye-level match. For a regular size notebook computer (such as 14-inch wide screen), an external keyboard and mouse are commonly needed so that the layout of the workstation is ergonomically sound. The commercially available options in the local market can be found in Table 34. Table 34 Different notebook stand designs available in the market Types of Dock/ Monitor Stand Occupational Safety and Health Council Advantages Disadvantages Convenient to be setup on the desktop Not height adjustable Inadequate wrist space at work Excessive tilt angle at the wrist Height of monitor screen is adjustable Convenient to setup Limited range of height adjustment which may not fit all users Connect to external input devices 81 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Types of Dock/ Monitor Stand 3. Advantages Disadvantages Height of monitor screen is adjustable Document holder is available for use Limited range of height adjustment which may not fit all users Connect to external input devices Height of monitor screen is adjustable Flexible positioning of notebook computer Inconvenient for connecting to external input devices External Keyboard and Mouse In many circumstances, external keyboard and mouse are the crucial set-up of notebook computers in offices. The following are a few considerations for selecting external keyboard: Keyboard should be as thin as possible, tiltable and detachable for accommodating different work situation and posture of the users Keyboard should be neutral in color and non-reflective Letters and symbols on the key tops should be clear and easily recognized Sufficient space in front of the keyboard to provide support for the hands Other ergonomic features and principles for DSE Users using desktop computers are also appropriate for the use of notebook computers. They are the use of document holder, wrist or mouse rest, adjustable swivel chair, and footrest. Employers should bear the responsibility for conducting regular DSE risk assessment for users of this type (Table 35). It is also a good practice for employers to provide adequate occupational safety and health training for optimizing occupational safety and health in the office. Occupational Safety and Health Council 82 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems Table 35 Notebook computer utilization risk assessment checklist Section A Display Screen 1. Is the notebook computer connected with an external screen, or being placed on a secure docking? 2. Is the screen positioned at about or slightly below the eye level? 3. Is the screen positioned right in front of the user? 4. Does the screen give a clear, sharp and steady image? 5. Are the characters readable? 6. Are the brightness and contract adjustable? 7. If using external screen, does the screen swivel and tilt? If not using external screen, does the screen tilt? 8. Is the screen free from reflections and glare? Y □ N □ N/A □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ Y □ □ □ □ □ N □ □ □ □ □ N/A □ □ □ □ □ Y □ N □ N/A □ □ Y □ □ □ □ □ N □ □ □ □ □ N/A □ □ □ □ □ □ Y □ □ □ N □ □ □ N/A □ Y □ N □ N/A □ Y □ Y □ N □ N □ N/A □ N/A □ Y □ N □ N/A □ Section B Input Devices 9. 10. 11. 12. 13. Are external mouse and tiltable keyboard used? Are the characters on the keys of the keyboard readable? Is the keyboard glare free? Are the input devices positioned at about the elbow level? Is there enough space to rest hands in front of the input devices? Section C Work Desk 14. Is the desk surface large enough for the notebook computer, docking/external screen, external keyboard, external mouse and documents? 15. Is there adequate leg-room below the desk? Chair 16. 17. 18. 19. Is the base of the chair stable? Do the casters allow easy movement of the chair? Is the seat height adjustable to suit the body size of the user? Is the backrest adjustable in both height and tilt to provide adequate support to the lower back? 20. Is the seat pan padded and free from sharp edges? 21. Do the armrests, if any, allow the user to get close enough to key comfortably? Document Holder 22. Us the document holder, if provided, properly positioned to avoid awkward neck posture and movement? Footrest 23. Is the footrest, if provided, stable and provided with a non-slip surface? Illumination 24. Is the lighting level suitable for the work? Noise 25. Is the noise produced by the workstation acceptable? Section D Carrying 26. If need to carry the notebook computer, is appropriate carrying method used? . Occupational Safety and Health Council 83 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems PROJECT CONCLUSION This consultancy project was conducted between October 2007 and February 2009 taking a total of 15 months. There were three stages in the study which provide the necessary data and evidence which are useful for the Occupational Safety and Health Council and probably other agencies to develop recommendations and good practices for employers and employees when using notebook computers in the workplace. Stage 1 of this study involved interviews of experts in the field of occupational safety and health. The aim was to gain better understanding on the utilization of notebook computers in Hong Kong and the problems, if any, associated with the use of the computers. In general, the findings indicated that no particular industry or user group predominantly used or not used notebook computers, or used notebook instead of desktop computers. The comments gathered from the panel also revealed that the users tended to use notebook computers to replace the functions used to be covered by desktop computers. As a result, notebook computers were commonly used for typing- and browsing-related tasks. Conventional functions such as displaying the presentation materials and emailing were no longer the sole reasons for using notebook computers. The decision of purchasing or selecting notebook computers was not merely to satisfy the needs for out of office use. More often, however, their use was to accommodate the limited workspace in small offices, and the purchase polices or strategies of companies. Stage 2 of this study was a Telephone Survey on utilization, preference and health-related issues associated with notebook computers. The Survey covered adult workers and at the same time school-age children. As this study put a focus on adult workers, the results obtained for the school-age children were not elaborated in this report. The results revealed that there was relatively small proportion (about 10%) of the workers’ population using notebook computers (when compared with desktop computers). Notebook computers were in general used for multiple functions with majority of them was typing-related such as word processing and browsing the Internet. The typing-related tasks were mostly prolonged in duration such as six Occupational Safety and Health Council 84 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems hours or longer in a day. This perhaps explained the results that relatively large proportion of the participants was found to experience musculoskeletal discomforts in the eyes, wrist, shoulders/neck and lower back. Prolonged duration of utilization and typing-related tasks were found to relate to the larger proportion of the participants experiencing discomforts over the shoulders/neck and lower back. The use of external devices such as external monitor and mouse added to notebook computers revealed a smaller proportion of the participants reporting discomforts in the bodily parts. The anthropometric measurements conducted to the participants gathered further evidence on the associations between the better worker-workstation match and the lower chances of the participants experiencing musculoskeletal discomforts. It is noteworthy that the findings revealed from this part of the study largely concur with those obtained from other parts of this study. The results revealed that most of the notebook computer participants assumed a rather inappropriate working posture when compared with those stipulated in the common practices recommended in different health guides published by the Labour Department (i.e. Simple Guide to Health Risk Assessment, Office Environment Series – Office Workstation Design, 2003; A Health Guide on Working with Display Screen Equipment, 2002) and the Occupational Safety and Health Council (i.e. Safety and Health Guides for Working with DSE, 2004) The extent of the mismatch between the proper and actual posture was found to have significant association with the chance of the participants experiencing musculoskeletal discomforts. The use of external devices by the participants was associated with a smaller proportion of the participants experiencing the discomforts. The use of external devices was also found to effectively reduce the discrepancy of the worker-workstation mis-matches. Last but not least, the materials on different ways for enhancing occupational safety and health practices among notebook computer users were developed in this report. Good practices were recommended based on the results obtained from Stages 1 and 2, together with the existing relevant legal requirements. The materials would be useful to the Occupational Safety and Health Council for developing recommendations for alleviating the potential risks associated with using notebook computers. These recommendations can be used by workers who are using notebook computers or those who have plans to incorporate notebook computers in their workplace. Occupational Safety and Health Council 85 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems The research team considered the spirit of the existing legal requirements on manual handling operation and display screen equipment would be relevant to be applied to notebook computer users, especially, those who need carrying notebook computer for use outside the office and prolonged utilization in a workday. The notebook computer users were reminded to beware proper manual handling operation principles and techniques, for instance, reducing carrying weight, duration and distance, and encourage regular break during carrying. Besides, they will be encourage using ergonomics gadgets e.g. backpack or hand trolley. Apart from proper carrying considerations, notebook computer users are also recommended to make reference to the Occupational Safety and Health (Display Screen Equipment) Regulation, principles and techniques using notebook computer so as to achieve a match between their anthropometric dimensions and the workstation. As a result of the relatively low monitor height of notebook computer, the research team recommended using ergonomic external accessories when prolonged typing or browsing with the notebook computer is needed, e.g. external monitor/ notebook stand, external keyboard and mouse. The employers of the notebook computer users are also reminded to conduct regular DSE risk assessment and provide adequate training for users to enhance better occupational safety and health using the notebook computers. Limitations of study The data collected In Stage 1 – expert interview used a qualitative approach. The participants were recruited with convenient sample method, whilst these participants might not necessarily represent all the industries in Hong Kong. The results obtained from the data therefore cannot be generalized to the industries not represented by the participants. It is important to also note that the qualitative approach adopted in Stage 1 was aimed to facilitate the research team to understand the practices and issues related to use of notebook computer, the research team did not attempt to base on the results to formulate conclusions on the issues or recommendations for good practices. Occupational Safety and Health Council 86 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems As mentioned in the previous section, the sample size of the participants of the telephone survey conducted In Stage 2a was deemed adequate. The results generated at the group level, i.e. working adult versus school-age children would have a good validity. However, the sample sizes at the sub-group level such as those who reported using notebook computer or having high level of discomfort might be inadequate for generating valid results. Readers should be cautious when interpreting the results at this level. The results also cannot be generalized to the population not represented by the sub-group samples. Besides, the data obtained from the telephone survey was based on participants’ self-report, and their subjectivity, despite the chance is rather slim, could have biased the results. On the contrary, the sample size of the participants involved in the field assessment conducted in Stage 2b was deemed adequate (results further triangulated by a round of telephone survey). The findings on the usage pattern of notebook computer, anthropometric measures, and level of discomfort would have good validity. The results and the conclusions drawn can be generalized to the populations which the participants represented. Nevertheless, readers should still be cautious to make sure that the characteristics of the workstations and the ways which the notebook computers are used are similar to those stipulated in this study before making the generalization. The recommendations of the common and good practices suggested in Stage 3 went through a series of consultations with the stakeholders and the occupational health and safety experts. The research team believed that the contents should be practical and useful for the industries. The main drawback is that the recommendations are feature- rather than industry-based, i.e. functional needs of notebook computer. As a result, the recommendations offer only generic practices in the needs assessment, design of workstations, and use of accessories and peripheral devices, readers would need to devise the practices specific to their workplace and job description needs. Besides, the recommendations cover only the two most common work scenarios, readers should base on the examples given in the report and develop their own practices for those which do not fall under these two categories. Occupational Safety and Health Council 87 Final Report on Use of Notebook Computers and Related Ergonomics and Occupational Safety and Health Problems WORK SCHEDULE Months 1st 2nd 3rd st 1 Quarter 4th 5th 6th 7th nd 2 Quarter 8th 9th 10th 11th 3rd Quarter 12th 13th 14th 15th Final Quarter Tasks: Stage 1 Study Stage 2a Study Stage 2b Study Stage 3 Study Interim Report Final Report and Guide Book Presentation 1 Presentation 2 Presentation 3 Presentation 4 WORK PROGRESS SUMMARY: Task Task Description No. 1. Phase 1 – Expert Interview 2. Phase 2 – Telephone Survey Phase 2 – Field Assessment 3 Literature Review and Expert Interview Progress Completed Schedule Start Date Oct 07 Actual Start Scheduled Date Completion Date Oct 07 Feb 07 Actual Completion Date Feb 08 Completed Dec 07 Nov 07 Feb 08 Jan 08 Completed Dec 07 Dec 07 July 08 Aug 08 Completed Sep 08 Sep 08 Nov 08 Jan 09 Occupational Safety and Health Council 88