Lifting is a main task for manual material handling (MMH), and it is also associated with lower back pain. There are many studies in the literature on predicting lifting strategies, optimizing lifting motions, and reducing lower back injury risks. This survey focuses on optimization-based biomechanical lifting models for MMH. The models can be classified as two-dimensional and three-dimensional models, as well as skeletal and musculoskeletal models. The optimization formulations for lifting simulations with various cost functions and constraints are reviewed. The corresponding equations of motion and sensitivity analysis are briefly summarized. Different optimization algorithms are utilized to solve the lifting optimization problem, such as sequential quadratic programming, genetic algorithm, and particle swarm optimization. Finally, the applications of the optimization-based lifting models to digital human modeling which refers to modeling and simulation of humans in a virtual environment, back injury prevention, and ergonomic safety design are summarized.

In this study, a 13 degrees of freedom (DOFs) three-dimensional (3D) human arm model and a 10 DOFs 3D robotic arm model are used to validate the grasping force for human-robot lifting motion prediction. The human arm and robotic arm are modeled in Denavit-Hartenberg (DH) representation. In addition, the 3D box is modeled as a floating-base rigid body with 6 global DOFs. The human-box and robot-box interactions are characterized as a collection of grasping forces. The joint torque squares of human arm and robot arm are minimized subjected to physics and task constraints. The design variables include (1) control points of cubic B-splines of joint angle profiles of the human arm, robotic arm, and box; and (2) the discretized grasping forces during lifting. Both numerical and experimental human-robot liftings were performed with a 2 kg box. The simulation reports the human arm’s joint angle profiles, joint torque profiles, and grasping force profiles. The comparisons of the joint angle profiles and grasping force profiles between experiment and simulation are presented. The simulated joint angle profiles have similar trends to the experimental data. It is concluded that human and robot share the load during lifting process, and the predicted human grasping force matches the measured experimental grasping force reasonably well.

In this study, a novel human-in-the-loop design method using a genetic algorithm (GA) is presented to design a low-cost and easy-to-use four-bar linkage medical device for upper limb muscle rehabilitation. The four-bar linkage can generate a variety of coupler point trajectories by using different link lengths. For this medical device, patients grab the coupler point handle and rotate the arm along the designed coupler point trajectory to exercise upper limb muscles. The design procedures include three basic steps: First, for a set of link lengths, a complete coupler point trajectory is generated from four-bar linkage kinematics; second, optimization-based motion prediction is utilized to predict arm motion (joint angle profiles) subjected to hand grasping and joint angle limit constraints; third, the predicted joint angles and given hand forces are imported into an OpenSim musculoskeletal arm model to calculate the muscle forces and activations by using the OpenSim static optimization. In the GA optimization formulation, the design variables are the four-bar link lengths. The objective function is to maximize a specific muscle’s exertion for a complete arm rotation. Finally, different four-bar configurations are designed for different muscle strength exercises. The proposed human-in-the-loop design approach successfully integrates GA with linkage kinematics, arm motion prediction, and OpenSim static optimization for four-bar linkage design for upper limb muscle strength rehabilitation.

In this study, a hybrid predictive model is used to predict 3D asymmetric lifting motion and assess potential musculoskeletal lower back injuries for asymmetric lifting tasks. The hybrid model has two modules: a skeletal module and an OpenSim musculoskeletal module. The skeletal module consists of a dynamic joint strength based 40 degrees of freedom spatial skeletal model. The skeletal module can predict the lifting motion, ground reaction forces (GRFs), and center of pressure (COP) trajectory using an inverse dynamics based optimization method. The equations of motion are built by recursive Lagrangian dynamics. The musculoskeletal module consists of a 324-muscle-actuated full-body lumbar spine model. Based on the generated kinematics, GRFs and COP data from the skeletal module, the musculoskeletal module estimates muscle activations using static optimization and joint reaction forces through the joint reaction analysis tool. Muscle activation results between simulated and experimental EMG are compared to validate the model. Finally, potential lower back injuries are evaluated for a specific-weight asymmetric lifting task. The shear and compression spine loads are compared to NIOSH recommended limits. At the beginning of the dynamic lifting process, the simulated compressive spine load beyond the NIOSH action limit but less than the permissible limit. This is due to the fatigue factors considered in NIOSH lifting equation.

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