What Is Material Handling? Techniques and Ergonomic Considerations

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what is material handling

Key Takeaways

  • Material handling involves the efficient movement, storage, and control of materials and products throughout the supply chain.
  • Effective material handling system enhances productivity, reduces costs, minimizes injury risks, and positively impacts the overall economy.
  • Implementing proper lifting techniques, using mechanical aids, organizing workflows, and following safety protocols ensure efficient and safe handling.
  • Ergonomics optimizes posture, reduces physical strain, and utilizes risk assessments to improve safety and efficiency in material handling tasks.

 

What Is Material Handling?

In my consulting work, I've observed that many organizations initially view material handling as simply moving items from point A to point B. However, it's far more complex. When we talk about material handling, we’re looking into the science of moving, protecting, storing, and controlling materials. It is a critical component in various industries, including manufacturing, warehousing, logistics, and construction.

Ergonomics shapes the approach to material handling so that it’s safer, faster, and better suited to human capabilities. In other words, it’s not just about moving stuff around—it's about moving it in ways that protect our health, minimize injuries, and increase productivity. 

According to recent data, there were a staggering 976,090 cases of musculoskeletal disorders (MSDs) reported in the private sector over the 2021-22 period. Out of these, 502,380 incidents were severe enough that workers had to take time off to recover.

Importance of Material Handling

In any production or storage facility, material handling safety directly impacts a company’s economics, from operating costs to employee well-being. Let’s break down the importance of material handling: 

    • Economic Impact: Efficient material handling reduces time, labor, and costs associated with transporting goods within a facility. Optimizing these processes lowers operating expenses, translating to significant economic benefits. Imagine if a package doesn't arrive at your front or back door on time. That could be caused by injury, incidents, or poor material handling operations.
    • Safety Implications: A safe material handling system is non-negotiable. An organized approach reduces risks like slips, strains, and heavy lifting injuries, helping maintain a healthier workforce. Machines, conveyors, and material handling equipment such as forklifts, do much of the work, but workers assist materials on their way to their final locations, which if not done carefully, can cause issues. 
    • Productivity Benefits: Streamlined material handling boosts productivity because workers aren’t wasting energy navigating around clutter or inefficient setups.
    • Quality Control: Material handling, done right, minimizes product damage and preserves quality, ensuring the customer receives items as they were meant to be.

Principles of Material Handling

Effective material handling follows certain principles that prioritize safety, organization, and efficiency. Here’s what that looks like:

  1. Planning: Conduct a comprehensive workflow analysis and create detailed maps comparing current versus ideal material flow patterns. This analysis must account for environmental impact and energy consumption, as well as for future expansion needs to prevent costly retrofitting later. These studies are often times conducted by Industrial Engineers. 
  2. Standardization: Establishing consistent procedures and standardized equipment across operations creates a foundation for reliable performance. Clear documentation supports these standards and enables effective training and maintenance programs.
  3. Work Simplification: Focus on eliminating unnecessary movement and combining operations where possible to streamline material flow. Complex movements and steps can lead to mistakes and increase the risk of injury.
  4. Accessibility: Design material handling systems with easy access to materials and clear paths for equipment maintenance. This principle extends to emergency access planning, which protects companies from potentially costly disruptions. Along with maintenance, comprehensive LOTO programs are a must as material handing equipment can cause serious debilitating injuries including fatalities.
  5. Load Optimization: Matching unit load sizes to handling capabilities while considering weight distribution is fundamental to safe operations. The characteristics of the materials being handled must drive equipment selection and handling methods.
  6. Space Utilization: Maximize the use of available space by considering both horizontal and vertical dimensions. Efficient storage utilization reduces operating costs and improves workflow efficiency.
  7. System Integration: Integrate material handling systems with other operational processes to create seamless workflows. This integration extends to information systems, ensuring real-time tracking and control of material movement.

 

Types of Material Handling Techniques

Depending on the needs of a facility, different material handling methods are used. Here are the three main types:

Manual Material Handling

This refers to tasks done purely by human effort, including carrying, lifting, lowering, pulling, and pushing objects. It’s the most common and straightforward method, often seen in smaller operations or where items are lightweight and easy to move. Despite its simplicity, manual handling can be one of the riskiest forms due to the physical strain it places on workers.

Repetitive or heavy material lifting without ergonomic considerations can lead to musculoskeletal injuries, particularly in the back, shoulders, and knees. Without proper technique and regular breaks, these activities can become dangerous. Ergonomic studies and assessments including stretching exercise programs can help mitigate injuries. 

Mechanical Material Handling

It involves the use of equipment to aid in moving or lifting materials, reducing the strain on workers and allowing for the safe transport of heavier unit loads. Equipment commonly used in mechanical handling includes forklifts, cranes, pallet jacks, and conveyor belts. These tools increase the efficiency of material movement and make it possible to handle larger loads.

Mechanical handling requires training and proper maintenance of equipment. A human operator needs to be aware of safety protocols to avoid accidents with this heavy equipment. Comprehensive safety, training, and inspection programs are regulatory and required to ensure worker safety. 

Automated Material Handling

This method uses technology to transport, store, and retrieve materials with minimal human intervention. Automated equipment includes things like Automated Guided Vehicles (AGVs), robotic arms, and Automated Storage and Retrieval Systems (AS/RS). These systems are programmed to follow specific paths, perform repetitive tasks, or manage large inventories with impressive accuracy.

Automation can handle high volumes of material quickly, reducing human error and speeding up processes. It’s ideal for operations needing fast, consistent, and precise movement of materials. By minimizing human labor, automated handling equipment also decreases the risk of injuries and can operate continuously with minimal downtime.

 

What Is Ergonomics in the Workplace?

Ergonomics in the workplace dramatically impacts worker health and productivity. It's the science of designing the workplace to fit the worker, not forcing the worker to fit the workplace. The primary goal of ergonomics is to optimize human well-being and overall system performance by creating environments that enhance comfort, efficiency, and safety.

 

Ergonomic Considerations in Material Handling

lifting a huge storage

Body Mechanics and Posture

One big factor in safe material handling is posture. Poor body mechanics and high-risk postures greatly increase the likelihood of musculoskeletal injuries during material handling tasks. These postures can strain muscles, ligaments, and joints, leading to conditions such as back pain, tendonitis, and repetitive strain injuries. Common high-risk postures include:

    • Twisting or Rotating the Spine: Twisting the torso while lifting or carrying unit loads can place excessive stress on the spine, increasing the risk of back injuries.
    • Bending or Stooping: Repeatedly bending at the waist to lift or lower objects can strain the lower back and knees.
    • Overreaching: Extending the arms beyond a comfortable range to grasp or place items can lead to shoulder and upper back discomfort.
    • Awkward Arm Positions: Holding objects above shoulder height or with elbows bent can cause shoulder fatigue and strain.

The NIOSH Lifting Equation is a tool developed by the National Institute for Occupational Safety and Health (NIOSH) to assess the risk of musculoskeletal disorders associated with manual material lifting tasks. It helps determine the Recommended Weight Limit (RWL) for a specific lifting task, considering various factors such as:  

    • Horizontal Location (H): The distance of the unit load from the body’s midline, affecting the torque on the spine.
    • Vertical Location (V): The height at which the load is held, influencing the lifting biomechanics.
    • Distance Moved (D): The vertical travel distance of the lift.
    • Asymmetry Angle (A): The degree of twisting or turning required during the lift.
    • Frequency and Duration (F): How often and how long the lifting task is performed.
    • Coupling (C): The quality of the grip or handle on the unit load, affecting control and stability.

By inputting these factors into the equation, you can calculate the RWL, which represents the maximum weight that most workers can lift safely under those specific conditions.

Load Characteristics

Understanding the characteristics of the unit loads being handled is essential for designing ergonomic material handling processes. The following are the key load characteristics and their ergonomic considerations:

    • Weight: Establish weight limits, utilize mechanical aids, and implement team lifting protocols for heavier loads.
    • Size: Design storage solutions with adequate space, train employees in handling bulky items, and select appropriate handling equipment to accommodate larger dimensions.
    • Shape: Standardize packaging where possible, using grip aids like straps, and design products with ergonomic handling in mind to enhance safety.
    • Grip Points: Ensure that grip points are positioned to allow for a neutral wrist position, reducing strain on the hands and arms.

Environmental Factors

The environment in which material handling takes place plays a significant role in ergonomic safety and efficiency. Key environmental factors include:

    • Lighting: Ensure adequate lighting to enhance visibility and prevent accidents.
    • Floor Conditions: Maintain smooth, clean floors to avoid slips, trips, and falls.
    • Temperature and Ventilation: Provide comfortable temperatures and proper ventilation for worker comfort.
    • Noise Levels: Control excessive noise to reduce stress and improve concentration.
    • Space Layout: Organize workspace efficiently to minimize movements and prevent collisions.
    • Equipment Accessibility: Keep handling equipment accessible and well-maintained to reduce strain.
    • Designated Walkways: Employee and machine paths should have clear floor markings.

Risk Assessment Methods

Conducting risk assessments is crucial for identifying and mitigating ergonomic hazards in material handling. Effective risk assessment methods help organizations proactively address potential issues before they lead to injuries or inefficiencies. 

Job Safety Analysis (JSA) involves breaking down a job into its individual tasks and analyzing each step for potential hazards. For material handling, JSA helps identify risky postures, repetitive motions, and other ergonomic concerns.

 

Best Practices for Safe Material Handling

When it comes to material handling safety, a few best practices can go a long way in preventing injury and ensuring efficient operation:

  1. Proper Lifting Techniques: Lift with your legs, not your back, and avoid twisting. Bending and twisting put unnecessary stress on the spine.
  2. Load Assessment: Always evaluate if the load is manageable before lifting. If it’s too heavy, find a mechanical aid.
  3. Use of Appropriate Equipment: Forklifts, dollies, or lifts should be used whenever possible to avoid the strain of manual lifting.
  4. Team Lifting Procedures: Some loads require two people. Communication and coordination are key when working in pairs.
  5. Communication Protocols: Workers need clear communication, especially when moving heavy or hazardous materials. Miscommunication can lead to accidents.
  6. Personal Protective Equipment (PPE): Gloves, back supports, and non-slip footwear all contribute to safer material handling. PPE protects workers against specific risks related to material handling tasks.

 

Training for Material Handling Safety

Safety comes down to training, no matter how good the equipment or process is. Employees need to recognize when to use equipment and be comfortable with safe material lifting techniques. Training also covers assessing loads, deciding when to ask for help, and responding to workplace hazards. However, quality training isn’t just a one-time event; it’s ongoing and evolves with industry best practices. In addition, Front Line Supervisors need to hold their material handlers accountable for their training techniques! 

For companies with large volumes of employees and items to love, technological advances, AI and closed-circuit monitoring are available to help improve ergonomics and body position, improve efficiency, and reduce repetitive motion injuries.

 

Material Handling FAQs

What are three examples of material handling activities?

Examples include lifting boxes, operating forklifts, and organizing materials on shelves. These tasks are crucial for efficient movement and storage within facilities.

What are the four elements of material handling?

The four elements are movement, storage, control, and protection. These ensure materials are transported, stored, and tracked safely and efficiently in any facility.

What are the ergonomics for materials handling?

Ergonomics for material handling includes lifting with the legs, using tools like dollies, and adjusting loads to avoid strain, all aimed at minimizing physical stress on workers.

What are the safety rules for manual material handling?

Safety rules for manual material handling include assessing load weight, using proper lifting techniques, utilizing equipment when needed, and taking breaks to prevent fatigue and injury.

Why is it important to know the proper handling of materials?

Knowing proper handling prevents injuries, improves productivity, and protects materials from damage, ensuring safe, efficient, and organized facility operations.

 

TRADESAFE specializes in premium industrial safety solutions, including Lockout Tagout Devices, Eyewash Stations, and more. Our products are precision-engineered to exceed safety standards, ensuring superior protection and reliability.

The material provided in this article is for general information purposes only. It is not intended to replace professional/legal advice or substitute government regulations, industry standards, or other requirements specific to any business/activity. While we made sure to provide accurate and reliable information, we make no representation that the details or sources are up-to-date, complete or remain available. Readers should consult with an industrial safety expert, qualified professional, or attorney for any specific concerns and questions.

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Author: Steven Stogner

Steven Stogner is a seasoned safety professional with 14 years in sectors like heavy industrial construction and petrochemical. He is a Certified Safety Professional, skilled in incident analysis and root cause methodologies. Holding a BS in Industrial Technology from Southeastern Louisiana University, he is a recognized contributor to safety publications. At TRADESAFE, Steven enhances product development and supports the creation of key safety resources, strengthening the brand’s commitment to workplace safety.