Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach

<i>Background</i>: This study explores forklift operators’ situational awareness (SA) and human errors in logistic operations using a multiphase approach as an innovative methodology. <i>Methods</i>: Ethnography, eye tracking, error taxonomy, and retrospective think-aloud (RT...

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Main Authors: Claudia Yohana Arias-Portela, Jaime Mora-Vargas, Martha Caro, David Ernesto Salinas-Navarro
Format: Article
Language:English
Published: MDPI AG 2024-12-01
Series:Logistics
Subjects:
Online Access:https://www.mdpi.com/2305-6290/8/4/124
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author Claudia Yohana Arias-Portela
Jaime Mora-Vargas
Martha Caro
David Ernesto Salinas-Navarro
author_facet Claudia Yohana Arias-Portela
Jaime Mora-Vargas
Martha Caro
David Ernesto Salinas-Navarro
author_sort Claudia Yohana Arias-Portela
collection DOAJ
description <i>Background</i>: This study explores forklift operators’ situational awareness (SA) and human errors in logistic operations using a multiphase approach as an innovative methodology. <i>Methods</i>: Ethnography, eye tracking, error taxonomy, and retrospective think-aloud (RTA) were used to study the diverse cognitive, behavioral, and operational aspects affecting SA. After analyzing 566 events across 18 tasks, this research highlighted eye tracking’s potential by offering real-time insights into operator behavior and RTA’s potential as a method for cross-checking the causal factors underlying errors. <i>Results</i>: Critical tasks, like positioning forklifts and lowering pallets, significantly impact incident occurrence, while high-cognitive demand tasks, such as hoisting and identifying pedestrians/obstacles, reduce SA and increase errors. Driving tasks are particularly vulnerable to errors and are the most affected by operator risk generators (ORGs), representing 42% of incident risk events. This study identifies driving, hoisting, and lowering loads as the tasks most influenced by system factors. Limitations include the task difficulty levels, managing physical risk, and training. Future research is suggested in autonomous industrial vehicles and advanced driver assistance systems (ADASs). <i>Conclusions</i>: This study provides valuable insights into how we may improve safety in logistics operations by proposing a multiphase methodology to uncover the patterns of attention, perception, and cognitive errors and their impact on decision-making.
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spelling doaj-art-d6a4aa5d34184d58b562853c9467d06a2024-12-27T14:36:39ZengMDPI AGLogistics2305-62902024-12-018412410.3390/logistics8040124Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud ApproachClaudia Yohana Arias-Portela0Jaime Mora-Vargas1Martha Caro2David Ernesto Salinas-Navarro3Tecnologico de Monterrey, Escuela de Ingeniería y Ciencias, Ciudad de México 52290, MexicoTecnologico de Monterrey, Escuela de Ingeniería y Ciencias, Ciudad de México 52290, MexicoDepartamento de Ingeniería Industrial, Pontificia Universidad Javeriana, Bogotá 110321, ColombiaUniversidad Panamericana, Facultad de Ingeniería, Ciudad de México 03920, Mexico<i>Background</i>: This study explores forklift operators’ situational awareness (SA) and human errors in logistic operations using a multiphase approach as an innovative methodology. <i>Methods</i>: Ethnography, eye tracking, error taxonomy, and retrospective think-aloud (RTA) were used to study the diverse cognitive, behavioral, and operational aspects affecting SA. After analyzing 566 events across 18 tasks, this research highlighted eye tracking’s potential by offering real-time insights into operator behavior and RTA’s potential as a method for cross-checking the causal factors underlying errors. <i>Results</i>: Critical tasks, like positioning forklifts and lowering pallets, significantly impact incident occurrence, while high-cognitive demand tasks, such as hoisting and identifying pedestrians/obstacles, reduce SA and increase errors. Driving tasks are particularly vulnerable to errors and are the most affected by operator risk generators (ORGs), representing 42% of incident risk events. This study identifies driving, hoisting, and lowering loads as the tasks most influenced by system factors. Limitations include the task difficulty levels, managing physical risk, and training. Future research is suggested in autonomous industrial vehicles and advanced driver assistance systems (ADASs). <i>Conclusions</i>: This study provides valuable insights into how we may improve safety in logistics operations by proposing a multiphase methodology to uncover the patterns of attention, perception, and cognitive errors and their impact on decision-making.https://www.mdpi.com/2305-6290/8/4/124logisticssituational awarenessEndsley’s error taxonomyeye trackingretrospective think-aloudforklift operators
spellingShingle Claudia Yohana Arias-Portela
Jaime Mora-Vargas
Martha Caro
David Ernesto Salinas-Navarro
Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach
Logistics
logistics
situational awareness
Endsley’s error taxonomy
eye tracking
retrospective think-aloud
forklift operators
title Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach
title_full Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach
title_fullStr Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach
title_full_unstemmed Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach
title_short Situational Awareness Errors in Forklift Logistics Operations: A Multiphase Eye-Tracking and Think-Aloud Approach
title_sort situational awareness errors in forklift logistics operations a multiphase eye tracking and think aloud approach
topic logistics
situational awareness
Endsley’s error taxonomy
eye tracking
retrospective think-aloud
forklift operators
url https://www.mdpi.com/2305-6290/8/4/124
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