Incorporating human factors in order picking planning models: framework and research opportunities

Order picking (OP) activities, essential to logistics operations, are laborious and time-intensive. Humans are central actors in the OP process and determine both OP effectiveness and efficiency. Many researchers have developed models for planning OP activities and increasing the efficiencies of such systems by suggesting different warehouse layouts, OP routes or storage assignments. These studies have, however, ignored workers’ characteristics, or human factors, suggesting that they cannot be substantiated, which led to only partially realistic results. This paper proposes a conceptual framework for integrating human factors into planning models of OP activities and hypothesises that doing so improves the performance of an OP system and workers’ welfare. The framework is based on a systematic literature review that synthesises findings documented in the OP and human factors literature. The results of the paper may assist researchers and practitioners in designing OP systems by developing planning models that help in enhancing performance and reducing long-term costs caused by work-related inefficiencies.

[1]  Kathleen M. Eisenhardt,et al.  Theory Building From Cases: Opportunities And Challenges , 2007 .

[2]  Ellen MacEachen,et al.  "You are free to set your own hours": governing worker productivity and health through flexibility and resilience. , 2008, Social science & medicine.

[3]  Mohamad Y. Jaber,et al.  Incorporating human fatigue and recovery into the learning–forgetting process , 2013 .

[4]  Thad Starner,et al.  An empirical task analysis of warehouse order picking using head-mounted displays , 2010, CHI.

[5]  James Hartley,et al.  A selected bibliography of typographical research relevant to the production of instructional materials , 1974 .

[6]  Gilles Cormier,et al.  A review of warehouse models , 1992 .

[7]  Fernando Gonçalves Amaral,et al.  Difficulties in Quantifying Financial Losses that Could Be Reduced by Ergonomic Solutions , 2014 .

[8]  Steven A. Lavender,et al.  Low Back Disorder Risk in Automotive Parts Distribution , 2004 .

[9]  Mats I. Johansson,et al.  Design and performance of kitting and order picking systems , 1995 .

[10]  Steven A. Lavender,et al.  Developing Physical Exposure-Based Back Injury Risk Models Applicable to Manual Handling Jobs in Distribution Centers , 2012, Journal of occupational and environmental hygiene.

[11]  Chad W. Autry,et al.  WAREHOUSE OPERATIONS EMPLOYEES: LINKING PERSON-ORGANIZATION FIT, JOB SATISFACTION, AND COPING RESPONSES , 2003 .

[12]  S E Mathiassen,et al.  Precision of measurements of physical workload during standardised manual handling. Part I: surface electromyography of m. trapezius, m. infraspinatus and the forearm extensors. , 2004, Journal of electromyography and kinesiology : official journal of the International Society of Electrophysiological Kinesiology.

[13]  Robert Karasek,et al.  Healthy Work : Stress, Productivity, and the Reconstruction of Working Life , 1990 .

[14]  Randolph W. Hall,et al.  Territory Planning and Vehicle Dispatching with Driver Learning , 2007, Transp. Sci..

[15]  Flávio Sanson Fogliatto,et al.  Learning curve models and applications: Literature review and research directions , 2011 .

[16]  A Syed ENGINEERING STANDARDS DEVELOPMENT AND ERGONOMICS - A LITERATURE PERSPECTIVE WITH SPECIAL FOCUS ON WAREHOUSING , 2001 .

[17]  Akira Yasukouchi,et al.  Ergonomic effects of load carriage on the upper and lower back on metabolic energy cost of walking. , 2008, Applied ergonomics.

[18]  D Denis,et al.  Intervention practices in musculoskeletal disorder prevention: a critical literature review. , 2008, Applied ergonomics.

[19]  G M Hägg,et al.  Occupational lifting by nursing aides and warehouse workers. , 1989, Ergonomics.

[20]  W. Monroe Keyserling,et al.  Case Studies of Ergonomic Interventions in Automotive Parts Distribution Operations , 2004, Journal of Occupational Rehabilitation.

[21]  Maida Napolitano,et al.  2012 warehouse/DC operations survey : mixed signals , 2012 .

[22]  R W Marklin,et al.  Four assessment tools of ergonomics interventions: case study at an electric utility's warehouse system. , 1999, American Industrial Hygiene Association journal.

[23]  Annekatrin Hoppe,et al.  Stressors, resources, and well-being among Latino and White warehouse workers in the United States. , 2009, American journal of industrial medicine.

[24]  Neil Charness,et al.  Age, Luminance, and Print Legibility in Homes, Offices, and Public Places , 1999, Hum. Factors.

[25]  Marc Goetschalckx,et al.  Research on warehouse operation: A comprehensive review , 2007, Eur. J. Oper. Res..

[26]  Edward H. Frazelle,et al.  World-Class Warehousing and Material Handling , 2001 .

[27]  A Garg,et al.  Revised NIOSH equation for the design and evaluation of manual lifting tasks. , 1993, Ergonomics.

[28]  Patrick Neumann,et al.  Production Ergonomics: Identifying and Managing Risk in the Design of High Performance Work Systems , 2004 .

[29]  Dieter Zapf,et al.  Introduction: Human Errors and Error Handling , 1994 .

[30]  Vincent M. Ciriello,et al.  The effects of box size, frequency and extended horizontal reach on maximum acceptable weights of lifting , 2003 .

[31]  Paul Strauss Human Factors In Engineering And Design , 2016 .

[32]  Richard,et al.  Motivation through the Design of Work: Test of a Theory. , 1976 .

[33]  D. Denis,et al.  Stock management influence on manual materials handling in two warehouse superstores , 2006 .

[34]  Jeroen P. van den Berg A Literature survey on planning and control of warehousing systems , 1999 .

[35]  E. Salas,et al.  Human Factors : The Journal of the Human Factors and Ergonomics Society , 2012 .

[36]  Lars Medbo,et al.  A case study of a principally new way of materials kitting an evaluation of time consumption and physical workload , 2002 .

[37]  J. Dul,et al.  Human factors: spanning the gap between OM and HRM , 2010 .

[38]  R R Bishu,et al.  Cognitive ergonomics of a mail order filling company: part 1 - influence of colour, position and highlighting on recognition time. , 1991, Applied ergonomics.

[39]  Wallace J. Hopp,et al.  On the Interface Between Operations and Human Resources Management , 2003, Manuf. Serv. Oper. Manag..

[40]  NOUD GADEMANN,et al.  Order batching to minimize total travel time in a parallel-aisle warehouse , 2005 .

[41]  W Karwowski,et al.  Ergonomics and human factors: the paradigms for science, engineering, design, technology and management of human-compatible systems , 2005, Ergonomics.

[42]  S H Snook,et al.  Further Studies of Psychophysically Determined Maximum Acceptable Weights and Forces , 1993, Human factors.

[43]  Steven A. Lavender,et al.  Can a New Behaviorally Oriented Training Process to Improve Lifting Technique Prevent Occupationally Related Back Injuries Due to Lifting? , 2007, Spine.

[44]  Paul H.P. Yeow,et al.  Ergonomics improvement in a harsh environment using an audio feedback system , 2010 .

[45]  Waldemar Karwowski,et al.  The effect of cognitive demands and perceived quality of work life on human performance in manufacturing environments. , 2009 .

[46]  Marc Goetschalckx,et al.  Research on warehouse design and performance evaluation: A comprehensive review , 2010, Eur. J. Oper. Res..

[47]  David J. Therriault,et al.  A latent variable analysis of working memory capacity, short-term memory capacity, processing speed, and general fluid intelligence , 2002 .

[48]  R. F. Lorch,et al.  Text-signaling devices and their effects on reading and memory processes , 1989 .

[49]  MICHEAL S. WOGALTER* WILLIAM J. VIGILANTE,et al.  Effects of label format on knowledge acquisition and perceived readability by younger and older adults , 2003, Ergonomics.

[50]  A Garg,et al.  Physiological stresses in warehouse operations with special reference to lifting technique and gender: a case study. , 1985, American Industrial Hygiene Association journal.

[51]  Christoph H. Glock,et al.  Systematic literature reviews in purchasing and supply management research: a tertiary study , 2012 .

[52]  L. Punnett,et al.  Work-related musculoskeletal disorders: the epidemiologic evidence and the debate. , 2004, Journal of electromyography and kinesiology : official journal of the International Society of Electrophysiological Kinesiology.

[53]  Ming Liang,et al.  Modeling Job Rotation in Manufacturing Systems: The Study of Employee's Boredom and Skill Variations , 2010 .

[54]  Kees Jan Roodbergen,et al.  Design and control of warehouse order picking: A literature review , 2006, Eur. J. Oper. Res..

[55]  D. Edington,et al.  Employee Health and Presenteeism: A Systematic Review , 2007, Journal of Occupational Rehabilitation.

[56]  I. Kingma,et al.  Effect of lifting height and load mass on low back loading , 2008, Ergonomics.

[57]  Xiaochun Jiang,et al.  Taxonomy for integrating scheduling theory and human factors: Review and research opportunities , 2009 .

[58]  W Karwowski,et al.  Comprehensive manual handling limits for lowering, pushing, pulling and carrying activities. , 1997, Ergonomics.

[59]  Kermit G. Davis,et al.  Assessment of the Relationship between Box Weight and Trunk Kinematics: Does a Reduction in Box Weight Necessarily Correspond to a Decrease in Spinal Loading? , 2000, Hum. Factors.

[60]  W. Holmes,et al.  The effect of body mechanics education on the work performance of fruit warehouse workers. , 2008, Work.

[61]  W. Marras,et al.  A comprehensive analysis of low-back disorder risk and spinal loading during the transferring and repositioning of patients using different techniques. , 1999, Ergonomics.

[62]  M. St-Vincenta,et al.  Symptoms of stress related to the characteristics of customer service in warehouse superstores , 2005 .

[63]  R R Bishu,et al.  Cognitive ergonomics of a mail order filling company: Part 2--influence of shelf coding and address information on acquisition time. , 1992, Applied ergonomics.

[64]  S. Moon,et al.  Beyond Biomechanics: Psychosocial Aspects of Musculoskeletal Disorders In Office Work , 1996 .

[65]  L M Straker,et al.  A comparison of risk assessment of single and combination manual handling tasks: 1. maximum acceptable weight measures. , 1996, Ergonomics.

[66]  Paul H.P. Yeow,et al.  Ergonomics Improvement in Order Selection in a Refrigerated Environment , 2014 .

[67]  Ander Errasti,et al.  Evaluating order picking performance trade-offs by configuring main operating strategies in a retail distributor: A Design of Experiments approach , 2013 .

[68]  Pisal Yenradee,et al.  A master scheduling model with skilled and unskilled temporary workers , 2006 .

[69]  Lars Medbo,et al.  Assembly station design: a quantitative comparison of the effects of kitting and continuous supply , 2010 .

[70]  W. H. M. Zijm,et al.  Warehouse design and control: Framework and literature review , 2000, Eur. J. Oper. Res..

[71]  T R Waters,et al.  Methods for assessing the physical demands of manual lifting: a review and case study from warehousing. , 1998, American Industrial Hygiene Association journal.

[72]  Ralph Bruder,et al.  The European Assembly Worksheet , 2013 .

[73]  Hokey Min,et al.  Examining sources of warehouse employee turnover , 2007 .

[74]  Patrick G. Dempsey,et al.  On the Description and Definition of Human Factors/Ergonomics , 1998 .

[75]  J. Caro,et al.  A systematic review of low back pain cost of illness studies in the United States and internationally. , 2008, The spine journal : official journal of the North American Spine Society.

[76]  Mohamad Y. Jaber,et al.  Learning and forgetting models and their applications , 2013 .

[77]  Thomas L. Landers,et al.  Software for dynamic reconfigurable order picking systems , 1994 .

[78]  Kenth Lumsden,et al.  The use of automatic data capture systems in inventory management , 1999 .

[79]  Gary N. Powell,et al.  An expectancy-equity model of productive system performance , 1980 .

[80]  David T. Goomas,et al.  Enhancing Incentive Programs with Proximal Goals and Immediate Feedback , 2007 .

[81]  Willibald A. Günthner,et al.  Evaluation of an Augmented Reality Supported Picking System Under Practical Conditions , 2010, Comput. Graph. Forum.

[82]  M J Smith,et al.  Psychosocial aspects of working with video display terminals (VDTs) and employee physical and mental health. , 1997, Ergonomics.

[83]  Christoph H. Glock,et al.  Storage policies and order picking strategies in U-shaped order-picking systems with a movable base , 2012 .

[84]  Anil Mital,et al.  Fatigue in High and Very High Frequency Manual Lifting, Lowering and Carrying and Turning , 1993 .

[85]  R. Norman,et al.  A comparison of peak vs cumulative physical work exposure risk factors for the reporting of low back pain in the automotive industry. , 1998, Clinical biomechanics.

[86]  Roland Kadefors,et al.  Ergonomic evaluation of complex work: a participative approach employing video–computer interaction, exemplified in a study of order picking , 2000 .

[87]  Svend Erik Mathiassen,et al.  A case study evaluating the ergonomic and productivity impacts of partial automation strategies in the electronics industry , 2002 .

[88]  A. Burdorf,et al.  Health problems lead to considerable productivity loss at work among workers with high physical load jobs. , 2005, Journal of clinical epidemiology.

[89]  Shrawan Kumar,et al.  Working Postures: A Literature Review , 2004, Journal of Occupational Rehabilitation.

[90]  Christian Finnsgård,et al.  Factors impacting manual picking on assembly lines: an experiment in the automotive industry , 2013 .

[91]  Gary P. Pisano,et al.  Toward a Theory of Behavioral Operations , 2008, Manuf. Serv. Oper. Manag..

[92]  Yun Sun,et al.  Biomechanical loading of the shoulder complex and lumbosacral joints during dynamic cart pushing task. , 2013, Applied ergonomics.

[93]  R. Koster,et al.  Accidents happen: The influence of safety-specific transformational leadership, safety consciousness, and hazard reducing systems on warehouse accidents , 2011 .

[94]  Gavriel Salvendy,et al.  Handbook of Human Factors and Ergonomics: Salvendy/Handbook of Human Factors 4e , 2012 .

[95]  Martin G. Helander,et al.  A Guide to Human Factors and Ergonomics , 2005 .

[96]  Willibald A. Günthner,et al.  Pick-by-vision: there is something to pick at the end of the augmented tunnel , 2011, Virtual Reality.

[97]  Anne Moore,et al.  The effects of cycle time on the physical demands of a repetitive pick-and-place task. , 2007, Applied ergonomics.

[98]  Christoph H. Glock,et al.  An experimental investigation of learning effects in order picking systems (angenommen) , 2013 .

[99]  Osman Kulak,et al.  Joint order batching and picker routing in single and multiple-cross-aisle warehouses using cluster-based tabu search algorithms , 2012 .

[100]  A Aarås,et al.  Musculoskeletal, visual and psychosocial stress in VDU operators before and after multidisciplinary ergonomic interventions. A 6 years prospective study--Part II. , 2001, Applied ergonomics.

[101]  Aries Arditi,et al.  Serifs and font legibility , 2005, Vision Research.

[102]  Lars Medbo,et al.  Ergonomic and technical aspects in the redesign of material supply systems: Big boxes vs. narrow bins , 2010 .

[103]  Timothy D. Ludwig,et al.  Managing Distribution Quality Through an Adapted Incentive Program with Tiered Goals and Feedback , 2004 .

[104]  Jeff K. Stratman,et al.  The deployment of temporary production workers in assembly operations: a case study of the hidden costs of learning and forgetting , 2004 .

[105]  C. Cashman [European agency for safety and health at work]. , 2013, Archivos de prevencion de riesgos laborales.

[106]  S M Dixon,et al.  Ergonomics action research I: shifting from hypothesis testing to experiential learning , 2012, Ergonomics.

[107]  Ming-Hung Wu,et al.  A travel time estimation model for a high-level picker-to-part system with class-based storage policies , 2014, Eur. J. Oper. Res..

[108]  Steven A. Lavender,et al.  Developing Ergonomic Interventions to Reduce Musculoskeletal Disorders in Grocery Distribution Centers , 2010 .

[109]  S E Mathiassen,et al.  Precision of measurements of physical workload during standardised manual handling. Part II: Inclinometry of head, upper back, neck and upper arms. , 2006, Journal of electromyography and kinesiology : official journal of the International Society of Electrophysiological Kinesiology.

[110]  T. V. Woensel,et al.  Logistics drivers for shelf stacking in grocery retail stores : potential for efficiency improvement , 2009 .

[111]  Sheue-Ling Hwang,et al.  Integrating people, organization, and technology in advanced manufacturing: A position paper based on the joint view of industrial managers, engineers, consultants, and researchers , 1994 .

[112]  Charles G. Petersen,et al.  A comparison of picking, storage, and routing policies in manual order picking , 2004 .

[113]  J Village,et al.  Ergonomics action research II: a framework for integrating HF into work system design , 2012, Ergonomics.

[114]  Daniel Imbeau,et al.  Work factors affecting manual materials handling in a warehouse superstore , 2005 .

[115]  Gerhard Wäscher,et al.  Order Picking: A Survey of Planning Problems and Methods , 2004 .

[116]  Christoph H. Glock,et al.  The effect of worker learning and forgetting on storage reassignment decisions in order picking systems , 2013, Comput. Ind. Eng..

[117]  Marcel Kunkel,et al.  Vehicle Routing with Driver Learning for Real World CEP Problems , 2012, 2012 45th Hawaii International Conference on System Sciences.

[118]  Rommert Dekker,et al.  Improving Order-Picking Response Time at Ankor's Warehouse , 2004, Interfaces.

[119]  C. Perrow The organizational context of human factors engineering. , 1983, Administrative science quarterly.

[120]  Brendan Ryan,et al.  Integrating human factors and operational research in a multidisciplinary investigation of road maintenance , 2011, Ergonomics.

[121]  J. W. Kile,et al.  Order batching in walk-and-pick order picking systems , 2008 .

[122]  Lars Skyttner General Systems Theory: Ideas and Applications , 2001 .

[123]  C. Glock,et al.  Purchasing Organization and Design: A Literature Review , 2011 .

[124]  Albert B. Cherns,et al.  The Principles of Sociotechnical Design , 1976 .

[125]  El-Awady Attia,et al.  Considering skills evolutions in multi-skilled workforce allocation with flexible working hours , 2014 .

[126]  C. Winstein,et al.  Learning a partial-weight-bearing skill: effectiveness of two forms of feedback. , 1996, Physical Therapy.

[127]  W. G. Allread,et al.  The Influence of Psychosocial Stress, Gender, and Personality on Mechanical Loading of the Lumbar Spine , 2000, Spine.

[128]  Timothy D. Ludwig,et al.  Reducing Warehouse Employee Errors Using Voice-Assisted Technology That Provided Immediate Feedback , 2007 .

[129]  L M Straker,et al.  A comparison of risk assessment of single and combination manual handling tasks: 2. Discomfort, rating of perceived exertion and heart rate measures. , 1997, Ergonomics.

[130]  Donald D. Eisenstein,et al.  Performance of Bucket Brigades When Work Is Stochastic , 2001, Oper. Res..

[131]  Soondo Hong Two-worker blocking congestion model with walk speed m in a no-passing circular passage system , 2014, Eur. J. Oper. Res..

[132]  Kees Jan Roodbergen,et al.  Routing methods for warehouses with multiple cross aisles , 2001 .

[133]  M Thoresen,et al.  Musculoskeletal, visual and psychosocial stress in VDU operators before and after multidisciplinary ergonomic interventions. , 1998, Applied ergonomics.

[134]  Mats I. Johansson,et al.  Storage Location Assignment: Using the Product Structure to Reduce Order Picking Times , 1996 .

[135]  Gwanseob Shin,et al.  Differences in Trunk Kinematics and Ground Reaction Forces Between Older and Younger Adults during Lifting , 2005 .

[136]  Andreas Mojzisch,et al.  Ten years on: A review of recent research on the Job Demand–Control (-Support) model and psychological well-being , 2010 .

[137]  M Lortie,et al.  Manual handling in warehouses: the illusion of correct working postures. , 1994, Ergonomics.

[138]  C W Clegg,et al.  Sociotechnical principles for system design. , 2000, Applied ergonomics.

[139]  Gavriel Salvendy,et al.  Handbook of Human Factors and Ergonomics , 2005 .

[140]  Lars Medbo,et al.  The impact of materials feeding design on assembly process performance , 2008 .

[141]  Idsart Kingma,et al.  Effect of initial horizontal object position on peak L5/S1 moments in manual lifting is dependent on task type and familiarity with alternative lifting strategies , 2011, Ergonomics.

[142]  Stover H. Snook,et al.  Survey of manual handling tasks , 1999 .

[143]  van Fm Frans Eijnatten The paradigm that changed the work place , 1995 .

[144]  Alfred A. Amendola,et al.  The effect of handle height and cart load on the initial hand forces in cart pushing and pulling , 1999 .

[145]  Michael T. Kane,et al.  The Precision of Measurements , 1996 .

[146]  John L. Wick,et al.  Validation of Ergonomic Improvements to a Shipping Workstation , 1993 .

[147]  Brian Peacock,et al.  A fuzzy sets modelling approach for ergonomic workload stress analysis , 1994 .

[148]  Brendan Ryan,et al.  Use of concurrent and retrospective verbal protocols to investigate workers' thoughts during a manual-handling task. , 2007, Applied ergonomics.

[149]  Yi-Fei Chuang,et al.  Item-associated cluster assignment model on storage allocation problems , 2012, Comput. Ind. Eng..

[150]  Biman Das,et al.  A strategy for improving worker satisfaction and job attitudes in a repetitive industrial task: application of production standards and performance feedback , 2003, Ergonomics.

[151]  J. L. Martinelli Incorporating Worker-Specific Factors in Operations Management Models , 2007 .

[152]  M.H.W. Frings-Dresen,et al.  The work load of warehouse workers in three different working systems , 1996 .

[153]  Riccardo Manzini,et al.  Similarity-based storage allocation rules in an order picking system: an application to the food service industry , 2009 .

[154]  Andris Freivalds,et al.  Pushing and pulling carts and two-wheeled hand trucks , 2005 .

[155]  D B Chaffin,et al.  An ergonomic evaluation of handle height and load in maximal and submaximal cart pushing. , 1995, Applied ergonomics.

[156]  Aurelija Burinskiene Order picking process at warehouses , 2010 .

[157]  Jan Dul,et al.  Ergonomics Contributions to Company Strategies , 2008, Applied ergonomics.

[158]  Charles G. Petersen,et al.  Improving order picking performance utilizing slotting and golden zone storage , 2005 .

[159]  Arun Garg,et al.  Biomechanical And Ergonomic Stresses In Warehouse Operations , 1986 .

[160]  Verena Schmid,et al.  Metaheuristics for order batching and sequencing in manual order picking systems , 2013, Comput. Ind. Eng..

[161]  Lars Medbo,et al.  Impact of materials exposure on assembly workstation performance , 2011 .

[162]  Prasad V. Prabhu,et al.  A review of human error in aviation maintenance and inspection , 2000 .

[163]  D B Chaffin,et al.  Low-back stresses when learning to use a materials handling device. , 1999, Ergonomics.

[164]  René M. B. M. de Koster,et al.  A review on stochastic models and analysis of warehouse operations , 2011, Logist. Res..