Abstract
BACKGROUND:
The effects of performing occupational tasks that demand physical and mental efforts in combined and simultaneous approaches are unknown, especially when pushing force is analyzed as a physical effort and solving arithmetic problems as a mental effort.
OBJECTIVE:
In this study, physical and mental demands were simulated in a lab environment to assess the workload.
METHODS:
Using a push force dynamometer, the maximum push force strength of each participant was recorded, and the physical demand was simulated exerting the push force in low, medium, and high levels. Mental demands were simulated solving arithmetic tasks in low, medium, and high levels. Two experimental conditions were defined: (1) task with combined physical and mental workload (performing physical demands first and mental demands after) and (2) task in a simultaneous way (performing both demands at the same time. NASA-TLX Traditional and RAW were applied to assess the workload.
RESULTS:
The time to complete the tasks was significantly longer in the combined than the simultaneous approach, and performance was significantly higher in the combined than the simultaneous tasks.
CONCLUSION:
The combined approach obtained better results than simultaneous and Traditional NASA-TLX presented a significantly higher level of global workload index than RAW.
Introduction
Relevance
In today’s work environments, cognitive demands are increasingly increasing on workers, while physical demands are decreasing, emerging two types of forms for evaluation: combined and simultaneous approach. These types of workload evaluation are characterized by using a physical load task and a mental load task when executing a task and without pausing to continue the next task is called the combined approach while executing both tasks at the same time is known as the simultaneous approach. Examples of these jobs are those performed by: computer numerical control machinery operators [1], assemblers [2, 3], drivers [4, 5], forklift operators [6], mechanics, machinery assembly [7, 8], industrial fitters [9], electromechanical maintenance technicians [10], specialized operators in numerical control centers [11], vulcanizers [12, 13], among others. With the introduction of new technologies in different work environments, high cognitive demands have been created that have caused secondary effects such as tension, fatigue, a feeling of monotony, stress, cardiovascular problems, musculoskeletal disorders (MSD), depression, substance abuse, psychiatric disorders mild, exhaustion, low self-perception of health, among others [14–16].
There is a lack of studies that involve physical and mental workload, also the evaluations are not developed in a combined and simultaneous approach, nor comparisons between them. The use of pushing force is very common in industrial tasks, they are characterized where the orientation of the force is in a horizontal direction [17]. Gómez-Londoño and González-Correa [18] and Hoozemans et al. [19] defined the concept of pushing force as the deployment of a force exerted by a person in horizontal trajectory. The use of the pushing force at the international level is given through an evaluation of the tasks of this force focusing on the criteria determined in ISO 11228-2 [20], which is established in the investigations of Snook and Ciriello [21].
In Mexico, two official norms have been approved to identify and evaluate the mental and physical work components, the NOM-035-STPS-2018 and NOM-036-STPS-2019, respectively [22, 23]. The diseases with the highest incidence number in Mexico are hearing loss, pneumoconiosis, and respiratory conditions, but it is noteworthy that there are a significant number of occupational - physical injuries: musculoskeletal disorders [24]. These diseases group together: dorsopathy, enthesopathy, carpal tunnel syndrome, shoulder injuries, radial styloid tenosynovitis of Quervain syndrome, synovitis, tenosynovitis, bursitis, epicondylitis, and osteoarthritis. Therefore, musculoskeletal disorders currently represent the first type of occupational disease and heavy physical injuries [25]. According to data from the Mexican Social Security Institute [26], by 2020 there were 5948 cases of musculoskeletal disorders, out of a total of 15136 work-related illnesses, which represents 39% of all illnesses.
Evaluation methods
Ergonomic assessment methods usually focus on cognitive ergonomics (such as mental workload or usability) or physical ergonomics (such as physical workload or body posture assessment). However, the human task demands both cognitive and physical resources in a combined or simultaneous approach and there is a lack of methods able to assess these kinds of tasks. Thus, the purpose of combined-simultaneous assessment is to achieve a more comprehensive assessment approach and make assessment more effective than when using separate assessment methods for cognitive and physical ergonomic aspects [27]. For workload assessment, some methods allow obtaining the level of mental workload and physical workload perceptively. One of the most used methods is the NASA method (TLX). This method was developed by Hart and Staveland [28], is a subjective tool for obtaining workload, which has been used in two ways to obtain load levels: Traditional and RAW. The most widely used approach that makes use of the full algorithm is known as NASA-TLX Traditional [28–32]. However, there are investigations where the pairwise comparisons (assessment phase) of the Traditional approach were eliminated arguing that there are no significant differences between the two approaches or some have eliminated variables as the physical effort of the analysis, saying that better results were obtained [33–36]. This approach is known as NASA-TLX RAW. It distinguishes six dimensions of mental load (mental demand, physical demand, time demand, performance, effort, and level of frustration), from which it calculates a global index of mental load. This method can be used in two ways to obtain the mental workload level (Traditional and RAW) [37]. For example, DiDomenico and Nussbaum [38, 39], DiDomenico [40], Arellano et al. [15] and Young et al. [14] developed the evaluation of physical workload postures and mental workload during different evaluated activities. Many jobs are performed in a combined approach, evaluating them will allow finding work design deficiencies to prevent health problems and detect cognitive errors that can generate work problems [41]. Psychosocial risks have arisen at work affecting health and quality of work-life since they increase levels of fatigue and stress, causing various problems in workers, mentioned in the research by Gil-Monte [29].
Objectives
The objectives of the investigation were two. To assess the workload score during a task performed in combined and simultaneous approaches, as well as the effects on the perception of workload and performance during the development of a task that involves performing push force. And to compare the global workload index (GWI) of NASA-TLX Traditional (weighted) against NASA-TLX RAW (unweighted).
Limitations
In this research, only laboratory studies were carried out due to the global health contingency situation. The research was carried out with student volunteers between the ages of 18 and 35, performing simulations of industrial tasks in the laboratories of ergonomic product design and ergonomics.
Materials and methods
Study design
The study design was quasi-experimental, descriptive, cross-sectional, correlational, and comparative. The study was carried out in the design and testing laboratory of the company ErgoTechMx. The order of the tests at their different levels was random and participants provided their consent to the study before performing the tasks.
Sample
A total of 32 volunteers completed the study according to the following inclusion criteria: free of heart or respiratory problems, hypertension, or injuries in the last year before the experiment. Not having performed strenuous exercises in the two days before the session. Not have drunk alcohol two days before the experiment sessions. Non-smoking people. During the experiment, participants could be excluded if they manifest any musculoskeletal pain in the upper or lower extremities, headache, or mental exhaustion. Subjects wear comfortable clothing such as tennis, jeans or pants, cotton or polyester shirt, and cotton socks.
Variables
Independent
The items of the mental and physical workload are commonly evaluated in industrial tasks such as production lines and manual assembly lines. The levels of physical and mental workload were considered as independent variables based on the proposal of DiDomenico and Nussbaum [39] and Taylor et al. [43], who established values/scores for the variables. Accordingly, two independent variables were considered: physical workload and mental workload at three different levels (low, medium, and high) shown in Table 1.
Independent variables
Independent variables
The dependent variables were determined considering the research of Cornejo Chávez [44], González [45], and Veltman and Gaillard [46] who gave it different levels (see Table 2).
Dependent variables
Dependent variables
A questionnaire of the NASA-TLX method was given to the participants, where they answered their perception of the mental workload of the activities, as well, a section asking about general demographic information.
The variables for mental and physical workload were considered for both evaluations (combined and simultaneous), as well as the three levels (low, medium, and high) to test the different approaches-levels.
The following materials were used in the development of the laboratory experiment: Force meter dynamometer: Threshold setting: 0.8 N. to 200 N., accuracy within 1% of the reading (designed and built for this study). Transmitter box and cable to connect force meter to a computer (designed and built for this study) Software to capture the force exerted (designed and built for this study) Computer Chronometer Worktable Anti-skid mat Pen and paper (questionnaires)
Procedure and groups of activities
Reception of participants
Once participants arrived at the lab, they read and signed an informed consent form. The participants were informed about the layout of the experiment, and the procedure to determine their maximum strength was explained to the participants.
Maximum force determination and mental activities
Determination of the levels of physical activity for each participant consisted of two stages. In the first, the maximum strength of each participant was recorded three times (the average of the three values was used) using the Caldwell protocol [47] and granting a rest of ten minutes between each cycle to minimize the effects of fatigue. In the second stage, the corresponding percentages were determined for low (25%), medium (50%), and high (75%) of the maximum force (See Fig. 1).
For mental activity, a list of ten arithmetic operations (sums, subtraction, and multiplications), according to the level of workload demands, were answered. Participants were instructed to perform arithmetic tasks trying to minimize errors in the answers.

Determination of maximum force.
The force percentage is placed in the designed software, which emits an alarm that is activated when the participant reached the force value. This prevents the participants from exceeding the percentage of the desired force (See Fig. 1). The participants get ready to start the experiment and push the force meter for five seconds. Once the participant reaches the previously captured force level (depending on the level to be evaluated), the software emits a sound indicating the participant must stop. Upon completion of the physical activity, the participant is asked to answer the questionnaire of arithmetic operations (ten items per sheet). The person will repeat the push activity and respond to another series of arithmetic operations, until completing the six sheets. In the end, time to rest is offered to the participant, and the final questionnaire is given where the perception of the activities carried out is answered.
Figure 2 offers a diagram of the combined approach.

Pushing force activity in the combined approach.
The force percentage is placed in the designed software, which emits an alarm that is activated when the participant reached the force value. This prevents the participants from exceeding the percentage of the desired force (See Fig. 1). The participants get ready to start the experiment and push the force meter for five seconds. While the person performs the physical activity, different arithmetic operations to answer (ten per sheet) are asked orally by the researcher. The same routine is developed (physical and mental activities) until complete the six sheets. In the end, time to rest is offered to the participant, and the final questionnaire is given where the perception of the activities carried out is answered.
Figure 3 offers a diagram of the simultaneous approach.

Pushing force activity in simultaneous approach.
To analyze the behavior of the data of the method used, the data from the study were collected in Excel 365 for Windows and migrated to IBM Statistical Package for Social Science (SPSS v23). Descriptive statistics (mean, minimum, maximum, standard deviation) were calculated. Analysis of Variance (ANOVA) was applied using 95% confidence intervals to explore the differences between the six different tests. The Post Hoc Tukey test was used to identify homogeneous subsets with the different combinations. The normality of the data was checked by applying the Kolmogorov-Smirnov and Shapiro-Wilk tests. The Wilcoxon test was applied to explore the differences between the dimensions/variables/items of the NASA-TLX method in the combined and simultaneous approaches. The T-Student test was used to make comparisons between the Traditional NASA-TLX and NASA-TLX RAW. A confidence level of 95% was used for all data analyses.
Results
The sample consisted of 32 participants (13 women and 19 men). The average age of the study participants was 22 years (SD: 1.17). During the combined approach of the experiment, the average time to finish the tests (physical and mental) was 7.37 minutes on average while in the simultaneous approach, the average time was 3.09 minutes on an average per test (physical and mental).
Descriptive results
Table 3 shows the mean and SD of the workload scores of the six dimensions of the NASA-TLX for both approaches (simultaneous and combined), considering the three levels analyzed (low, medium, and high). Table 4 shows the percentage of performance achieved from the participants as well as the time to finish the tasks in both approaches (simultaneous and combined). Table 5 presents the descriptive analysis of the test results of the NASA-TLX Traditional and NASA-TLX RAW.
Descriptive values of the 6 NASA-TLX items in the 6 situations analyzed
Descriptive values of the 6 NASA-TLX items in the 6 situations analyzed
Combined low = CL; Combined medium = CM; Combined high = CH; Simultaneous low = SL; Simultaneous medium = SM; Simultaneous high = SH.
Performance and evaluation test time
Descriptive analysis of the GWI of the Traditional and RAW forms of NASA-TLX for the different combinations made
Combined low = CL; Combined medium = CM; Combined high = CH; Simultaneous low = SL; Simultaneous medium = SM; Simultaneous high = SH.
Comparisons of NASA-TLX data between simultaneous and combined assessments are presented in Table 6.
Comparisons between the combined and simultaneous forms of NASA-TLX
Comparisons between the combined and simultaneous forms of NASA-TLX
Mental demand = MD; Physical demand = PD; Temporary demand = TD; Effort = EF; Performance = PE; Frustration = FR.
Only the variable temporary demand at a high level obtained significant differences between combined and simultaneous approaches.
NASA-TLX Traditional
The results of the ANOVA test show that there are significant workload differences in at least one of the six different combinations analyzed (F: 7.564, p: 0.000). Table 7 presents the result of the Post Hoc Tukey test showing that two groups were generated with the six different combinations.
Result of the Post Hoc Tukey NASA-TLX Traditional test
Result of the Post Hoc Tukey NASA-TLX Traditional test
The results of the ANOVA test show that differences among the mean score of mental workloads for the six different combinations are present and that at least one combination is different (F: 10.061, p:0.000). Table 8 presents the Post Hoc Tukey test with its result of the three groups generated and their six different combinations.
Result of the Post Hoc Tukey NASA-TLX RAW test
Result of the Post Hoc Tukey NASA-TLX RAW test
Table 9 shows the T-Student tests for the six paired tests compared to each other of the NASA-TLX Traditional and NASA-TLX RAW. NASA-TLX Traditional obtained higher values in the combined-high level.
T-Student paired comparisons between NASA-TLX and NASA-TLX RAW
T-Student paired comparisons between NASA-TLX and NASA-TLX RAW
Performance was analyzed considering two situations. 1) Compare the quotient between the number of correct answers and the number of questions, and 2) time to finish the test. Table 10 shows the performance of the evaluations in combined and simultaneous approaches. Table 11 shows the time obtained from the evaluations in combined and simultaneous approaches.
Performance comparison between combined and simultaneous approaches
Performance comparison between combined and simultaneous approaches
Time comparison between combined and simultaneous approaches
This laboratory experiment was planned considering the studies of Ayaz et al. [48], Bligárd and Osvalder [27], DiDomenico [40], DiDomenico and Nussbaum [38, 39], Jung and Jung [49], and Young et al. [14], where the comparison of physical demands and mental demands were investigated and analyzed in a combined and/or simultaneous approach. In this study, the NASA-TLX method was used to assess the workload level, considering the Traditional version of the method and the RAW form [50, 51].
The objective of the comparative study was to find the differences in physical and mental workload during a pushing task, considering the workload in their combined and simultaneous approach. The NASA-TLX Traditional method and NASA-TLX RAW were applied and a sample of 32 participants (18 men and 14 women) completed the study. It was carried out 15 paired T-Student comparisons of the variables used in the NASA-TLX method between the combined and simultaneous approaches, in which there were significant differences in 1 of the 15 comparisons.
Significant differences were found during NASA-TLX evaluation in the combined approach in the variables mental demand, physical demand at the high level, and performance at a low level. While in the simultaneous approach, significant differences were found in the variables of physical demand, temporal demand, effort, and frustration at the high level, as well as in temporal demand at the medium level. Tubbs-Cooley et al. [52] found that mental demand, physical demand, temporary demand, and effort were higher than the overall workload. Likewise, Helton et al. [53] established that physical demand does not appear to be a substantial component of the workload and that the correlations between workload elements and performance were also different depending on the assessed level.
The ANOVA and Post Hoc Tukey tests revealed that 2 groups were formed with the variables: 1. Low combined, low simultaneous, medium combined, medium simultaneous; 2. High combined and high simultaneous in the Traditional NASA-TLX. Finding no significant differences between the workloads in low combined and low simultaneous, high combined and high simultaneous, while the evident differences were shown in the rest of the combinations. For the evaluation using the NASA-TLX RAW, 3 groups were created: 1. Low combined, low simultaneous, medium combined; 2. Medium simultaneous, high combined; 3. High simultaneous. Where no significant differences were found between the workloads in combined low, low simultaneous, and combined medium, while there were differences in the rest of the combinations. For example, Hernández Arellano et al. [15] found that high levels of workload have an important effect on performance. On the contrary, Wanyan et al. [54] concluded that with a high level of load, a significant reduction in task performance was observed.
Even though DiDomenico [39] concluded that there were no differences between the two NASA-TLX forms, in this study we found significant differences between the Traditional and RAW NASA-TLX, being higher in the Traditional NASA-TLX mean scores in all evaluations and levels than RAW scores, its percentage difference from 3% to 5% on average in 4 comparisons of 6. The difference obtained between both forms of NASA-TLX deduces that the GWI values of NASA-TLX RAW were reduced, therefore, the RAW form offers a devalued of GWI. Our results coincided with Byers et al. [55], Grier [34], and Schmidtke [56] that suggested as more appropriate the NASA-TLX Traditional for workload calculation.
Performance analysis showed that overall correct answers and test duration were higher in the combined assessment, obtaining 85.16%, with an average time of 7.37 minutes to finish one of the six tests and a greater number of correct answers than the simultaneous approach. Compared to the simultaneous assessment in which their results showed a 77.76% overall performance with an average time of 3.09 minutes of test response and a smaller number of correct answers. Lacome et al. [57] and Wanyan et al. [54] concluded that there is a better level of workload and performance with the combined approach of elements such as mental and physical workload, avoiding fatigue and muscle damage.
Conclusion
During the tasks of physical and mental workload in combined and simultaneous approaches, the participants manifested high scores of physical and mental demands during the high level of the tasks, as well as in medium level during the simultaneous approach. By performing the simultaneous tasks, participants manifested a greater workload of activities at all levels, especially at the high and medium levels. This is because being executing the physical task, participants had to solve the arithmetic operations simultaneously, which caused a greater and faster mental fatigue than the combined approach, therefore, lower levels of performance were obtained.
NASA-TLX method in its Traditional form obtained a higher level of GWI compared to the RAW form. The combined approach showed a significantly better performance than the simultaneous approach. The time spent on the combined tasks was higher than many simultaneous tasks since the physical and mental tasks are executed separately in the combined approach, while both are performed simultaneously at the same time in the simultaneous approach. It is important to keep in mind that the tasks executed simultaneously generate greater stress, fatigue/physical discomfort like headache, feeling uncomfortable, arm pain, back pain, among others [58], and therefore a low performance due to the situation of developing two tasks at the same time. Further comparative research is needed to contrast and extend the understanding of using the NASA-TLX method to assess workload in combined and simultaneous approaches.
Author contributions
All authors have been involved in the study design and research plan. A.F.C.M. and J.L.H.A. conducted the lab study. A.F.C.M. and C.A.O.O. were responsible for the analysis. JLHA, A.A.M.M., and Y.R.R. produced the primary manuscript. All authors have seen and contributed to the drafting and revision of the manuscript and have approved the final version for publication.
Ethical approval
The study was conducted according to the guidelines of the Declaration of Institutional Ethics and Bioethics Committee of the Autonomous University of Ciudad Juárez and approved by the Ethics and Bioethics Committee from the Autonomous University of Ciudad Juárez (approval number CIEB-2018-1-35).
Informed consent
Informed consent was obtained from all subjects involved in the study.
Footnotes
Acknowledgments
The authors thank the ErgoTechMx company for providing the design and testing laboratory facilities to conduct the study.
Conflict of interest
The authors declare no conflict of interest.
Funding
This research received no specific grant from any funding agency in the commercial or not-for-profit sectors.
