Abstract
BACKGROUND:
Despite the call for the application of ergonomics in developing countries, the African share of ergonomic studies is modest. Date palm farming is considered one of the most important economic resources in hot and dry areas. In African countries, including Algeria, there exist millions of date palms. Date palm work can be precarious and associated with higher rates of work related musculoskeletal disorders.
OBJECTIVE:
This paper aims to: Reveal how the workers climb the trunk of the date palm to get to the crown. Detect the amount of work related musculoskeletal disorders (WRMSDs) in date palm trees work, and how to combat it.
METHOD:
The descriptive method was used.
RESULTS:
Objective 1, Majority of date palm workers are still using the traditional methods, i.e. free climbing, and belt aided climbing. However, a minority of workers have started using modern methods i.e. ladders, climbing devices, and modern technology (e.g. hydraulic lifts). Objective 2, the workers complained about WRMSDs presence in the shoulders, hands, wrists, lower back, hips knees, and feet. Efforts to combat these WRMSDs are personal, educational and scientific efforts.
CONCLUSION:
Regarding climbing, the traditional methods are still dominant, and the use of technology is very limited. As regards WRMSDs, date palm workers complain about their presence in many parts of the body.
Introduction
For more than fifty years, early ergonomists either from industrially developed countries [2, 9], or from industrially developing countries [1, 4] called for the application of ergonomics in industrially developing countries to assist them in their developmental processes.
Indeed, ergonomists from industrially developing countries applied ergonomics to many workplaces, traditional machines, and jobs in the field of what was called, traditional ergonomics [10–18]. But despite these actions, the African share of ergonomic studies is modest when compared to the ergonomic work done in other continents.
African countries are predominantly agricultural countries [19, 20]. Their economies are dependent on agriculture. In addition, a large portion of the population lives and works in rural areas. Work in these areas is still done traditionally [21, 22].
Various efforts have been attempted to develop agricultural work in Africa [22, 25–29]. But most or all of them dealt with the issue from the economic and technology transfer approaches. There is no doubt that these approaches helped to develop African countries, but it is necessary to give an opportunity to ergonomics, which has contributed significantly to the development of the economies of industrialized countries.
Date palm (Phoenix dactylifira) farming is considered one of the most important economic resources especially in hot and dry areas in Africa. In Algeria, according to Bouguedoura, et al. [5], the number of date palms is in the millions. The number of people who work in the date palm industry is also very large. The majority of date palm work (climbing, dethroning, pollinating, bunch thinning, dry leaves pruning, bunch covering and date harvesting) is carried out after the farmer climbs the trunk to reach the crown. The worker climbs the palm tree, which may be about 21–23 meters in height, barefooted, and rarely uses a belt or a rope for support.
The work is precarious and associated with significantly higher rates of WRMSDs [30–32]. The major source of precariousness is falling which can result in death or disability. The farmer may fall as he climbs the trunk of the palm, especially when he catches an old leaf base or when he puts his foot on a cracked old leaf base. He may also fall while connecting the belt rope to the belt. Likewise, he may fall when he accidentally cuts off the rope during the cutting of dry leaves.
There have been numerous incidents of workers falling from the tree trunk. Some of these incidents are:
In 1986, a worker was cutting the dry leaves, he did not press the belt firmly. Since the belt was not attached to his abdomen, he fell down from a height of about (8 m). He is now paralyzed using a wheelchair.
In August 2012, a worker fell and broke his spine when he accidentally cut his belt rope while cutting the dry leaves. In another incident in July 2015, a worker fell from a date palm trunk because the knot of the belt rope opened without being noticed. This incident resulted in the farmer breaking his spine.
In addition to falling accidents, date palm farmers complain of WRMSDs in several parts of the body. However, the major source of WRMSDs is that date palm workers have to do various tasks and operations on the palm crown with a large amount of static work (gripping tools for long time, holding the arms out or up to perform tasks, standing on unstable surface for prolonged periods, bending, and adopting awkward postures).
To address these problems, it is necessary to take advantage of the ergonomic interventions which make the workers work comfortably, safely and effectively, while at the same time leading to increased production quantitatively and qualitatively. Therefore, this paper seeks to address the following questions: How the date palm workers climb the trunk of the date palm to get to the crown? What is the amount of WRMSDs in date palm trees work, and how to fight it?
Methodology
Method
To achieve the aims of this study, the descriptive research method, was used as follows:
1) Library research. A literature survey was conducted as follows: Initially, an electronic search in the following data bases: Ergonomics Abstracts, Scopus, and Science Direct, was conducted using a variety of key words (date palm agriculture, mechanization of date palms, occupational risk factors among date palm workers. In addition, manual searches were carried out in the following journals: Accident Analysis and Prevention, Ergonomics, Applied Ergonomics, Human Factors, International Journal of Industrial Ergonomics, Reviews of Human Factors and Ergonomics, Theoretical Issues in Ergonomics Science, Human Factors and Ergonomics in Manufacturing, Ergonomics in Design, WORK: A Journal of Prevention, Assessment & Rehabilitation, and Le Travail Humain. The result of this survey was the collection of more than 400 items, mainly articles.
Second, the articles obtained were then classified into two categories: climbing date palms and falling, and occupational health and WRMSDs of date-palm workers.
2) Field research. The Nordic Musculoskeletal Questionnaire [33] which is an internationally respected instrument was used to assess the WRMSDs among the date palm farmers. Before its use, the questionnaire was translated into Arabic, the language of date palm workers in Algeria.100 questionnaires were distributed to farms in the region of Ziban (Algeria). The workers who were able to read were asked to answer the questionnaire themselves. For non-reading workers, the questionnaire was applied to them in the form of a structured interview. Regarding the validity and reliability of the questionnaire, the researchers relied on the studies of other researchers who used it, especially the studies on farm workers [34–41].
Study sample
One of the researchers (MM) requested the help of the Directorate of Agriculture in the governorate of Ouled Djellal (Biskra, Algeria) to distribute the questionnaire to the workers in the date palm cultivation. A total of 100 questionnaires were distributed on a randomly selected sample of workers. The response rate was 63%. After examining the retrieved responses, seven of them were found to be incomplete and were discarded. The analysis of the results is based on 56 questionnaires. The average age of these workers was 42 years with a standard deviation of 5.3.
Results and discussion
How do the workers climb the trunk of the date palm to get to the crown?
It has been found that climbing the date palm trunk is done in two ways: the traditional and the modern ways.
The traditional way: Here we can distinguish two methods:

A farmer climbing date palm barefooted (the Monkey method).
This is considered “the Monkey way”. When reaching the crown, work is done with one hand while the other hand holds the worker’s body to the trunk of the palm. The workers have used this method for years, but now realize that it is very tiring as is associated with high amount of static work. Both arm and leg muscles are doing static work for long periods of time. For this reason, the worker is forced to change from the dominant hand to the non-dominant hand when fatigue sets in in order to finish the work. This method is mainly used to accomplish the tasks completed below the crown such as dry leaves cutting, ripe dates picking, and bunch cutting of some date varieties.

Aided climbing using a belt.
The date palm workers are alerted to the need to connect the belt to the abdomen area before embarking on the climb due to the number of the falls that have occurred and painful consequences (disabilities, death, and psychological problems). Workers, who obtained the knowledge of the correct type of rope, reduced the incidence of falls very dramatically. These days, we see a large number of date palm farmers use this method.

Climbing using an extension ladder

Climbing using the climbing device.
Date palm workers have indicated that they have heard about the use of some newer technology in date palm cultivation in some countries, but they themselves do not own or use it. The following research studies reinforce the need for newer technology for date palm workers to promote higher productivity and safety for the workers. Aly-Hassan, et al. [43] point out that the technology that was designed to work with palm trees does not exist. What exists is machinery for operation in the field of industry. Thus, Aly-Hassan, et al examined a large number of machines to see to what extent the machines can be used in date palm fields. Two machines were selected: the BEN (10) which is a French hydraulic (10 meter high) lifting machine and the aerial work platform which is an American machine [43]. The goal of the researchers was first, to see whether the two machines could be used in date palm farming and second, to know which parts or pieces had to be modified to make machines usable in date palm orchards. Finally, to see to what extent the modified machines were suitable and capable of helping date palm workers to do their work properly and safely. As well as to see how, the machines made ready for use in date palm plantations. Al-Suhaibani et al. [44] first measured the length and size of date palms in different orchards. Then, the land of the palm plantations has been cleared to see the nature of the plant and the nature of the machine that can move without difficulty. In light of these two variants, the initial shape of a machine that could be used to lift the workers to the palm crown was suggested for design. Fadel [45] developed what he called a date palm tree service machine. This machine is fixed on the back of a traditional 80 horsepower agricultural tractor. Also, it is totally dependent on the hydraulic capacity of the tractor. The machine can carry the worker and the tools he needs on the service platform to a height of up to 4.5 meters. In addition to the work he does, he can maneuver his workplace to move right and left, up and down. In order to protect both the worker and the tree from any failure, Fadel mentioned that attention was paid to providing security measures during design. Jahromi, et al. [46] proposed the Lifting Model for Gripper Date Palm Service Machines. The researchers claim that the gripper machine was manufactured in such a way as to be fixed firmly to the trunk of the date palm without causing any damage to the trunk. Further, they claim that it can hold to the trunk of the date palm no matter what the circumference of that trunk is. The machine consists of four grippers, two at the bottom and two at the top. When the machine is placed on the trunk, the worker sits in a chair and controls the lifting, lowering and rotation around the trunk in a way that enables him to carry out his various functions under or inside the crown. The researchers noted that during its conception, they took into consideration the level of security. Garbati-Pegna [47] designed the self-moved ladder which is a self-contained telescopic ladder that can reach a height of 15 meters. It was mounted on a small tracked dumper. The ladder is moved by the hydraulic system of the dumper, while its extension is carried out with a manual winch. The author mentions that the self-moved ladder is simple and does not require any effort for the worker who can then climb the trunk up to a height of 15 m. And that laying and extending the ladder to a maximum length takes about 60 seconds.
In addition to these achievements, there is the use of the robotization in palm cultivation. Throughout history, man has been trying to look for ways to minimize work and prevent occupational diseases and accidents. In recent years, humans have discovered that robots can achieve this. For this reason, robots have entered the field of farm work [48, 49]. As to date palm farming, Shapiro et al. [50] built a robot for date palm work. Similarly, Razzaghi et al. [51] designed the Mechanical Analysis of a Robotic Date Harvesting Manipulator. Further, Asfar [52] developed a robot that can climb the date palm tree to accomplish some operations on the trunk.
The aforementioned examples contribute to the development of date palm farming not only in Algeria, but in all countries interested in date palm cultivation in the world.
Prevalence of WRMSDs in Nine Different Body Parts among Date Palm Farmers (n = 56)
Prevalence of WRMSDs in Nine Different Body Parts among Date Palm Farmers (n = 56)
These results indicate that workers in the date palm farming industry are exposed to WRMSDs in multiple areas of the body, which indicates that this type of farming, like other types of farming (oil palm, wheat, tea, apple, livestock, and tomato work), is not as safe and trouble-free as previously thought [23, 61].
Efforts by the workers: Early morning work: Date palm workers carry out their work in the early morning before temperatures rise dramatically. It turned out that at this time of day they are very active and do not suffer from accidents such as falls [53]. Use of wrist brace: Date palm workers wear wrist braces to overcome the pain that can afflict the wrist. Workers do a lot of heavy work such as lifting, carrying and pulling while on the trunk, or inside the crown of the palm. These work movements cause a lot of pain especially in the hand wrist. Therefore, they use the braces to relieve the pains. These practices are in line with what many researchers have suggested, especially in sports [54–56]. Tying the back belts: Some workers have shown that tying the belt to the waist area enables them to more frequently move freely the different parts of the upper half of the body. They have shown that movement, if found, diminishes the amount of static work leading to pain at least in the wrist, shoulders and hands. This is consistent with U.S. Department of Labor directives [57]. Efforts by the Directorate of Agriculture in the area: Educational Interventions: From time to time, the Agriculture Directorate invites some date palm workers to attend a simple lecture by a regional doctor on WRMSDs. In each session, which lasts about an hour, simple information is provided about WRMSDs, how they occur, and how they can be overcame. Then a debate is opened, and questions are answered. Distribution of brochures: a small folded brochure with short and simplified information about WRMSDs is given to individuals. Efforts by scientific research centers in the area:
They take the form of inventing apparatuses which reduce work pressure and risks. The following are some examples for harvesting, and pollinating:
Although the above efforts may be more time-consuming than conventional methods, they seem to be safer. With repeated use, date palm workers become more familiar with them, and the tasks are less time-consuming.
The current research sheds light on the cultivation of palm trees in Algeria. It focused on how workers climb the palm trees and on the level of musculoskeletal disorders they experienced in different regions of the body. It has been shown that the traditional methods to climb date palms, though risky for the lack of basic safety rules, still exist today. The worker climbs the trunk of the palm barefooted; either with no aid or using a belt that helps him perform his duties when reaching the date palm crown. It has also been found that workers in this type of farming are exposed to a multitude of musculoskeletal disorders, touching most parts of the body.
Despite the emergence of some technologies that facilitate the cultivation of date palm trees, it has been shown that the use of these newer technologies is still very limited, most notably for financial and structural reasons. The current research presented here is in fact considered ergonomic efforts used in the cultivation of date palms as long as these technologies seek to make the work comfortable and secure. Ergonomic considerations are not only neglected in Algeria, but in many other date producing countries of the world. Unless the date palm farm owners open the doors to include ergonomics, the health and safety of the workers will still be in jeopardy.
Conflict of interest
None to report.
Footnotes
Acknowledgments
The authors would like to express their very great appreciation to the date palm workers who participated in the research. The authors would also like to thank the Technical Institute for the Development of Saharan Agronomy and the Center for Scientific and Technical Research on Arid Regions (C.R.S.T.R.A) for their contributions. Special thanks also go to the students who collected the data for the research.
