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Research Article

Global trends in research of Work-related musculoskeletal disorders among surgeons: Bibliometric analysis and visualization from 1991 to 2024

[version 1; peer review: awaiting peer review]
PUBLISHED 01 Nov 2024
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Abstract

Background

Surgeons are highly exposed to Work-related musculoskeletal disorders (WMSDs). Assessing the prevalence of these disorders, both overall and by body area, has become a focus of interest, and numerous articles have been published on the subject.

Methods

Journal articles and reviews focused on WMSDs published until today and referenced in PubMed/Medline, ScienceDirect, Science.gov, Mendeley and Google Scholar were analysed. VOSviewer version 1.6.20 and Microsoft Excel were used to perform a bibliometric and visualization analyses. Overall distribution of publications by year, sources with country and related indicators, research areas, authors with their affiliations, references and keywords were studied.

Results

Of the total 2338 items identified, 184 articles (174 articles and 10 reviews) published between 1991 and 2024 were included. Results showed an increase in the number of publications over the years, with a significant increase from 2016 onwards (R2 = 0.8693). The United States is the leader in the field, with 89 publications (37.6%) and 2,631 citations. Hallbeck MS (USA) is the most prolific author (11 publications and 601 citations). World Neurosurgery and Work were the journals with the highest number of publications (n=7). Applied ergonomics has the highest number of citations. Medicine is the research area most present. Epstein’s work has the most citations worldwide, while Park et al’s work is the most cited of the 184 studies considered. “Ergonomics”, “musculoskeletal disorders”, “surgeons”, and “work-related musculoskeletal disorders” are the keywords most used by authors. Their use increased significantly since 2016, with an average year of publication around 2020.

Conclusions

The study of WMSDs in surgeons is a young research topic that is evolving significantly. North America, Europe and Asia have been the main contributors, with the USA in the lead. Subjective prevalence analysis based on questionnaires and ergonomic assessment using quantitative tools are the two main lines of research.

Keywords

surgeons, ergonomics, prevalence, musculoskeletal disorders, occupational health, body area, VOSviewer.

Introduction

The World Health Organization defines musculoskeletal disorders as alterations of the bone, joint and muscle systems. All the constituent elements of these different systems, such as the articular surfaces of bones, cartilage, tendons, ligaments and muscle fibers, as well as elements linked to blood circulation, are affected. When these alterations are caused or aggravated by an occupational activity, they are called “work-related musculoskeletal disorders”.1 Their occurrence is the result of numerous factors, both physical, such as awkward postures, overhead work, twisting and carrying loads, contact stress, lifting bulky loads, and whole-body vibration, and psychological, such as fatiguing workload, repetitiveness, lack of job control, extreme mental demand, and low job satisfaction.2 The study by Safiri et al.3 including 195 countries counted 1.3 billion prevalent cases, 121.3 thousand deaths and 138.7 million disability-adjusted life years due to musculoskeletal disorders in 2017. In addition to the adverse effects on health, musculoskeletal disorders also have consequences for employers and governments. They lead to decreased productivity, sick leave in the workplace, and increased healthcare costs. In the United States, musculoskeletal disorders cost $380.9 billion,4 and the combined costs of healthcare and lost productivity amount to 240 billion euros in Europe.5

WMSDs are highly prevalent among healthcare professionals68 with overall prevalence above 80% in many professions: dentists,9,10 midwives,11,12 nurses,13,14 physiotherapists,15,16 operating room,17 and surgeons.18,19 Considering the high prevalence of WMSDs, a series of studies have been carried out to identify the risk factors that could be at the origin of WMSDs. The main reported risk factors associated with WMSDs are static awkward postures (important flexion or rotation), repetitive movements, or heavy muscle loads. In a more specific context, i.e. that of the surgery, the high level of precision required and the muscular tension associated with concentration are additional factors.2022

Given the differences in working conditions between healthcare professions, numerous studies have been carried out to identify more specifically the body areas most affected by WMSDs. Among surgeons, surveys have been performed in many countries. In open surgery, Dabholkar et al.23 found the highest prevalence among Indian surgeons for the lower back (49.3%). Neck, shoulder, knee prevalence was about 25%. Giago et al.24 found high prevalence for neck (78.9%) and lower back (71.1%) in Italy. Similar observations can be made for assisted surgeries. In America, Adams et al.25 reported high prevalence for neck (72.9%), lower back (75.6%), shoulder (66.6%), wrist (60.9%), while Franasiak et al.26 found a dominant prevalence for neck, but with a lower value (58.8%). In Europe, Cass et al.27 found prevalence close to those of Adams et al., but with the highest value for the shoulder (80.5%) whereas Stomberg et al.28 found a prevalence of around 50% for neck, lower back and shoulder. The results show that there are wide disparities between countries, which may be explained by differences in the populations studied (notably gender, age, experience, specialty), working conditions (public versus private) or other societal factors.

Considering these findings, it becomes imperative to synthesize the data to facilitate scientific investigation. In 2017, Alleblas et al.29 reported in a systematic review including 35 studies a strong heterogeneity in the overall prevalence of WMSDs among surgeons, with a rate ranging from 22% to 74%. In 2018, Epstein et al.30 proposed a more specific meta-analysis considering four body areas highly exposed to WMSDs, i.e. the neck, lower back, shoulder and upper extremity, based on 30 studies. The authors found prevalence ranging from 35% (upper extremity) to 60%. More recently, Gorce et al.18 proposed a meta-analysis of 13 body areas, based on 78 studies divided into two groups, assisted and unassisted surgery.18 The authors found that the neck (41-45.3%), lower back (37.8-40.0%) and shoulder (27.3-41.4%) were the most exposed areas to WMSDs. Although these types of studies provide a comprehensive overview of the data available in the literature, they are often unable to summarize a holistic and integrated view of a specific field of research.

Bibliometric analysis is a method becoming well-established in the medical field.31,32 It consists of exploring one or more databases in order to analyze quantitatively and qualitatively a large number of scientific data from all carriers of knowledge, such as journal articles. This method enables the identification of the most prolific researchers and institutions, the emergence of collaborations between research teams and the highlighting of current areas of interest, as well as the identification of trends and future lines of research. This approach has been sparsely used to analyze the issue of WMSDs. In 2021, Loder et al. conducted a bibliometric analysis based on 5 basic science journals and 12 musculoskeletal journals over a 30-year period since 1985.33 Weng et al.34 evaluate research situation regarding nonspecific low back pain over the last 19 years. To our knowledge, no bibliometric study on work-related musculoskeletal disorders among surgeons has been conducted.

In the present work, the WMSDs among surgeons related literature was quantitatively and qualitatively analyzed. Multiple software programs and publications indexed by PubMed/Medline, ScienceDirect, Science.gov, Mendeley, and Google Scholar were used to conduct the bibliometric analysis. The aims were: 1) identify the main prolific authors and countries in the WMSDs field among surgeons until today; 2) explore the evolution of the research axis and its trends; 3) identify future points of interest in the field.

Methods

Data source

PubMed/Medline, ScienceDirect, Mendeley, Science.gov, and Google Scholar are major open databases containing free full-text archives. PubMed/Medline and ScienceDirect databases are focused on biomedical, medical, life sciences and health sciences literature. They are considered as the reference databases for studies of work-related musculoskeletal disorders. Mendeley is a free reference manager containing numerous references, particularly in the healthcare field. Science.gov provides access to millions of scientific research results from U.S. federal agencies. Google Scholar contains most of the peer-reviewed online journals from the major publishers of scientific literature, with nearly 400 million references. These databases provide rapid access to basic information including titles, authors, journal, and year of publication.

Data search strategy

Due to the constant evolution of the database content (frequent addition of new publications), the online search was performed on both databases the same day. All potentially relevant publications were collected with the following search formula: “surgeon*” AND “work-related musculoskeletal disorders”. These keywords were searched in the entire text. The wildcard character (∗) was used to allowing variable endings of keywords and then find as many relevant sources as possible. The literature types were limited to articles and review only written in English without limit of publication date.

Data extraction and collection

Data extraction and collection involved several steps. First, all PubMed/Medline search results were exported into Comma Separated Value (CSV) file and directly imported into Microsoft Excel (licensed software). For Google Scholar, the journal articles filter was selected to limit entries to the inclusion criteria. Identified articles were added to the library, exported into a CSV file and added to the Excel file. For ScienceDirect, two filters were applied to the search results: review articles and research articles. Then, the entries were exported in RIS (Research Information Systems) format. For Mendeley, only journal-type articles have been selected. The entries were then downloaded into Mendeley Reference Manager and exported in a RIS file. For Science.gov, as no filter by article type is available, all results were selected, exported to a Science.gov Citation Manager library, and then compiled into a RIS format file. All RIS files were imported into Endnote X5 (licensed software). The corresponding bibliography was then generated in a text file that could be imported into Microsoft Excel 2010. This procedure enabled to obtain the names of the authors, the title, the journal and the year of publication of all selected articles extracted from the 5 databases. From the compiled Excel file containing items extracted from all databases, duplicates were removed. Then, the articles were screened independently by two reviewers. The main inclusion criterion was a study of WMSD in surgeons in the course of their main activity. All specialties and techniques (open, robotic assisted, minimal invasive surgery, etc.) were accepted. On the basis of the title, abstract and, if necessary, the full text, articles that did not meet the inclusion criteria were excluded from the analysis. The discrepancies were discussed and a decision was reached after re-examining the article.

Once the final list had been drawn up, the additional data required for bibliometric analysis was added for each source. The overall number of citations (global citation score: GCS) for each article was extracted from Google Scholar on the same day, to avoid the bias of variations caused by the rapid evolution of the literature. Then, for each article, the region/country of each author, their affiliation, the list of references, the keywords, and all information about the journal were manually added to the Excel file: country, impact factor (IF), Scimago Journal rank (SJR), quartile ranking of a journal in a specific field (Q), International Standard Serial Number (ISSN), subject area, and category (obtained with Scimago – www.scimagojr.com).

Co-authorship, co-citation, and co-occurrence were conducted with VOSviewer software (free software, v1.6.20, Leiden University, Leiden, the Netherlands). Network visualization has been carried out using nodes whose size depends on the occurrence of the respective criteria. Reference analyses include the number of citations (Nc) in the selected articles, while keyword occurrence analyses are also based on the average year of publication (APY). Finally, based on the information gathered, an analysis of publication frequency and citations was carried out using Excel.

Results

Search results

The bibliographic search performed on the five databases identified 2338 publications. After removing duplicates (n = 1151), 1003 articles from the 1187 unique sources were excluded as they did not meet the inclusion criteria. As a result, the search included 184 published between 1991 and 2024 articles (Figure 1), with 174 original research (94.6%) and 10 reviews (5.4%). Figure 2 depicts the number of publications over the period 1991-2023 (full year). Between 1991 and 2015, the number of works published per year is very low, less than 5 publications per year, with 8 years with a single publication (except for the year 2012 which totals 6 publications). Since 2016, the number of publications per year has increased significantly. The linear relationship (Y = 4.1667X – 4.3889, R2 = 0.8693, where X is the year and Y is the number of publications per year) indicated a growth of 4 publications per year, reaching 40 publications in 2023. Fourteen articles have already been published for the first quarter of 2024. It is worth noting that, 87.5% of the publications identified in this field have been published in the last 8 years.

1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure1.gif

Figure 1. Flowchart of literature search and selection process.

1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure2.gif

Figure 2. Annual number of publications about WMSDs among surgeons between 1982 and 2023 (full years).

Most productive countries/regions

A total of 39 countries/regions contributed to all publications in the field of WMSDs in surgeons. As shown in Table 1, the USA is the overwhelmingly dominant country in this field, with more than a third of publications (37.6% of the 184 publications) and a GCS of 2631. United Kingdom, Canada and Saudi Arabia rank next with 20 (8.4%), 17 (7.2%), and 15 (6.3%) publications respectively, with a GSC 6 to 8 times lower than the USA (GCS: 320-468). The annual publication of the top 3 countries from 1991 to 2024 is displayed in Figure 3A. Conversely, China has the highest average citations per publication (151.3), followed by Netherlands (82.5) and Iran (68.0), respectively ranked 12th, 21st, and 15th in the most productive countries ranking. USA, United Kingdom and Canada rank 11th, 13th and 15th respectively for average citations per publication (respectively, 29.6, 23.4, and 19.5 citations per publication).

Table 1. Top 10 most productive countries about WMSDs among surgeons.

RankingCountryNp% of 184GCSAverage citations per publication
1USA8937.6%263129.6
2United Kingdom208.4%46823.4
3Canada177.2%33219.5
4Saudi Arabia156.3%32021.3
5India125.1%47639.7
6Spain93.8%24527.2
7France83.4%10813.5
8Germany73.0%9613.7
9Italy62.5%18931.5
10Australia52.1%20641.2
1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure3.gif

Figure 3. (A) The annual publications of the top 3 countries from 1991 to 2024. (B) The overlay visualization map of country co-authorship analysis performed by VOSviewer. Each node corresponds to a country whose size is proportional to the number of publications.

Figure 3B depicts the overlay visualization map of country co-authorship analysis performed with VOSviewer. The network visualization was constructed with a threshold at least 1 document for a country and zero citation. The advantage of these thresholds is that all 39 countries are taken into account in the analysis. VOSviewer displays countries as circles whose size is proportional to the number of publications in the field, and whose color indicates the average publication year (APY). The country with the largest circle is USA, whose color is green. This indicates that it is the most productive country with an APY equal to 2020.2 (89 publications). United Kingdom and Canada (ranked 2nd and 3rd by number of publications) have a slightly lower or equal APY, respectively 2020.2 and 2019.8. Very recently, a number of countries (Korea, Russia, Saingapore, Greece) have published work concerning WMSDs in surgeons (in yellow in Figure 3B) with an APY greater than or equal to 2022. Interestingly, the China and Sweden have the lowest APY (APY = 2014.3 and APY = 2017.5 respectively).

Analysis of authors

Table 2 lists the 6 most prolific authors. Hallbeck MS is the author with the highest number of publications (11 publications), followed by Yu D and Vijendren A (8 and 6 publications respectively). She has the highest h-index of the top 6 (h-index = 35). Three of the 6 authors are affiliated with institutions in the USA, 2 are affiliated with a university in Saudi Arabia and one in the UK. Hallbeck MS also has the highest GCS (601 citations) and ranks first in the top 6 authors with the most citations (Table 3). The other 5 authors each have 455 citations for 3 publications of which they are all co-authors. Lee BT has the highest h-index (h-index = 48). The 6 authors with the most citations are all affiliated to USA institutions.

Table 2. Top 6 authors with the most publications.

RankingAuthorAffiliationCountryNpGCSh-index
1Hallbeck MSMayo ClinicUSA1160135
2Yu DPurdue UniversityUSA839920
3Vijendren ALister HospitalUnited Kingdom624214
4Alqahtani SMImam Adulrahman Bin Faisal UniversitySaudi Arabia51476
4Alzahrani MMImam Adulrahman Bin Faisal UniversitySaudi Arabia514717
4Lowndes BRMayo ClinicUSA542311

Table 3. Top 6 authors with the most citations.

RankingAuthorAffiliationCountryGCSNph-index
1Hallbeck MSMayo ClinicUSA6011135
2Epstein SHarvard T. H. Chan School of Public HealthUSA455312
2Lee BTHarvard Medical SchoolUSA455348
2Ruan QZHarvard Medical SchoolUSA4553-
2Singhal DHarvard Medical SchoolUSA4553-
2Tran BNHarvard Medical SchoolUSA455312

Figure 4 presents the network visualization map of co-authorship analysis generated by VOSviewer. Figure 4B shows the most relevant co-authorship cluster composed of 96 authors related to Hallbeck MS, Yu D, and Lowndes BR. This cluster is included in the overall network of 995 authors grouped into 148 different clusters (Figure 4A).

1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure4.gif

Figure 4. Network visualization map of co-authorship analysis generated by VOSviewer for authors. Each author is represented by a node. Node size is proportional to the number of publications. A link between two nodes indicates a co-author relationship. The distance between nodes indicates the relatedness, and a smaller distance implies a higher relatedness and will be assigned to one cluster with the same colors. (A) Network visualization for all the 995 authors. (B) Network visualization of the most relevant co-authorship cluster (in red on the panel A) of 96 authors.

Analysis of most active journals and research areas

The 184 publications identified in the field of WMSDs in surgeons are distributed across 113 different journals. The ranking of the most active journals was presented by GCS and Np respectively in Tables 4 and 5. Applied Ergonomics (IF: 2.6; h-index: 119; SJR: 0.92; Q1; United Kingdom) has the highest number of citations (GCS = 455) for 4 publications, followed by JAMA Surgery (IF: 16.9; h-index: 193; SJR: 3.62; Q1; USA) and Journal of Occupational Rehabilitation (IF: 3.3; h-index: 79; SJR: 0.89; Q1; USA) with respectively 365 and 321 citations from 1 publication each.

Table 4. Top 10 most cited sources.

RankingSourcesCountryIFNpGCSISSNh-indexSJRQ
1Applied ErgonomicsUnited Kingdom2.64455187291261190.922Q1
2JAMA SurgeryUSA16.9136521686262, 216862541933.62Q1
3Journal Occupational RehabilitationUSA3.3132115733688, 10530487790.89Q1
4Annals of SurgeryUSA9.4327715281140, 000349323352.95Q1
5NeurosurgeryUSA4.8119815244040, 0148396X2151.22Q1
6Female Pelvic Medicine and Reconstructive SurgeryUSA2.1118821544212, 21518378320.65Q2
7Journal of Surgical ResearchUSA2.2217810958673, 002248041170.79Q1
8Annals of Medical and Health Science ResearchNigeria-114821419248, 2277920567--
9Dermatologic SurgeryUSA2.4314610760512, 152447251340.56Q2
10Surgical EndoscopyUSA3.1512814322218, 093027941661.12Q1

Table 5. Top 7 sources with at least 4 publications.

RankingSourcesCountryIFNpGCSISSNh-indexSJRQ
1World NeurosurgeryUSA2.176718788769, 187887501060.59Q2
1WorkNetherland2.372718759270, 10519815580.51Q2
3Surgical EndoscopyUSA3.1512814322218, 093027941661.12Q1
3The American Journal of SurgeryUSA2.456800029610, 187918831630.85Q1
5Applied ErgonomicsUnited Kingdom2.64455187291261190.922Q1
5Journal of Minimally Invasive GynecologyNetherland3.8411115534669, 15534650880.77Q2
5American Journal of OtolaryngologyUnited Kingdom2.541001532818X, 01960709660.71Q1

As shown in Table 5, World Neurosurgery (IF: 2.1; h-index: 106; SJR: 0.59; Q2; USA) and Work (IF: 2.3; h-index: 58; SJR: 0.51; Q2; Netherland) are the two journals with the highest number of publications (Np = 7) on the topic of WMSDs in surgeons. Surgical Endoscopy (IF: 3.1; h-index: 166; SJR: 1.12; Q1; USA) and The American Journal of Surgery (IF: 2.4; h-index: 163; SJR: 0.85; Q1; USA) rank 3rd ex aequo with 5 publications. Q1-ranked journals account for 70% and 57% in Tables 4 and 5 respectively. Figure 5A depicts the network visualization map of journal co-citation analysis performed by VOSviewer. All these journals are related to different areas of research. However, as shown in Figure 5B, Medicine is the most frequently published subject area in all journals (168 publications), far ahead of Social Sciences and Health Professions with 14 and 13 publications respectively.

1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure5.gif

Figure 5. (A) Network visualization map of journal co-citation analysis generated by VOSviewer. (B) Subject areas ranked by number of publications.

Analysis of highly cited article

Table 6 lists the 10 most cited publications in the field of WMSDs among surgeons. The articles were published between 1991 and 2024. The first 2 articles in the ranking were cited more than 300 times each. The first article was published in 2018 by Epstein et al. in JAMA Surgery (IF: 16.9; h-index: 193; SJR: 3.62; Q1) and has 365 citations. The authors carried out a systematic review and meta-analysis of MSD prevalence in 4 body zones, i.e. neck (60%), shoulder (52%), back (59%), and upper extremity (35%), considering several assessment tools (Nordic Musculoskeletal Questionnaire, Physical Discomfort Survey). They also studied the various pathologies (degenerative cervical and lumbar spine disease, rotator cuff pathology, carpal tunnel syndrome) affecting surgeons from different specialties (general, orthopedic, ophthalmologic, dematologic, obstetrics and gynecology surgery …) during their practice. The second was published by Szeto et al. (2009) in the Journal of Occupational Rehabilitation (IF: 3.3; h-index: 79; SJR: 0.89; Q1), with 321 citations. Authors examined with a survey the physical and psychosocial factors and their association with WMS among 135 general surgeons in Hong Kong. They studied the relationship between demographics, workload, ergonomic and psychosocial factors and WMSDs symptoms. The neck (82.9%), lower back (68.1%), shoulders (57.8%) and upper back (52.6%) are the areas most exposed to MSD. The main reasons for this are awkward, static postures maintained over a long time. These results illustrate the link between physical factors and the symptoms associated with musculoskeletal disorders, which are likely to worsen in the future, particularly with the development of minimally invasive surgery. Table 7 shows the ranking of the 10 most cited references among the 184 articles retained in this bibliometric analysis. The two previous articles, i.e. Epstein et al. (2018) and Szeto et al. (2009) rank 2nd and 3rd respectively, with 60 and 43 citations. The article published by de Park et al. (2009) takes first place with 62 citations. The network of co-cited references, based on the 1000 most cited references (out of 2929 references), is presented in Figure 6.

Table 6. Top 10 most cited sources.

RankFirst authorTitleYearSourceIFGCSh-indexSJRQ
1Epstein S.Prevalence of Work-Related Musculoskeletal Disorders Among Surgeons and Interventionalists: A Systematic Review and Meta-analysis2018JAMA Surgery16.93651933.62Q1
2Szeto G.P.Work-related musculoskeletal symptoms in surgeons2009Journal of Occupational Rehabilitation3.3321790.89Q1
3Abramovitz J.N.Lumbar disc surgery: results of the Prospective Lumbar Discectomy Study of the Joint Section on Disorders of the Spine and Peripheral Nerves of the American Association of Neurological Surgeons and the Congress of Neurological Surgeons1991Neurosurgery4.81982151.22Q1
4Catanzarite T.Ergonomics in Surgery: A Review2018Female Pelvic Medicine & Reconstructive Surgery2.1188320.65Q2
5Park A.E.Intraoperative Micro Breaks With Targeted Stretching Enhance Surgeon Physical Function and Mental Focus: A Multicenter Cohort Study2017Annals of Surgery9.41833352.95Q1
6Long M.H.Work-related upper quadrant musculoskeletal disorders in midwives, nurses and physicians: A systematic review of risk factors and functional consequences2012Applied Ergonomics3.21771190.92Q1
7Hallbeck M.S.The impact of intraoperative microbreaks with exercises on surgeons: A multi-center cohort study2017Applied Ergonomics2.61661190.922Q1
8Rambabu T.Prevalence of work related musculoskeletal disorders among physicians, surgeons and dentists: a comparative study2014Annals of Medical and Health Science Research-14867--
9Szeto G.P.Y.Surgeons' Static Posture and Movement Repetitions in Open and Laparoscopic Surgery2012Journal of Surgical Research1.91261170.79Q1
10Mohseni-Bandpei M.A.Prevalence and Risk Factors Associated with Low Back Pain in Iranian Surgeons2011Journal of Manipulative & Physiological Therapeutics1.5122780.45Q1

Table 7. Top 10 most co-cited references among the 184 included articles.

RankFirst authorTitleYearSourceIFNch-indexSJRQ
1Park A.Patients benefit while surgeons suffer: an impending epidemic2009Journal of the American College of Surgeons5.2622051.42Q1
2Epstein S.Prevalence of Work-Related Musculoskeletal Disorders Among Surgeons and Interventionalists: A Systematic Review and Meta-analysis2018JAMA Surgery16.9601933.62Q1
3Szeto G.P.Work-related musculoskeletal symptoms in surgeons2009Journal of Occupational Rehabilitation3.343790.89Q1
4Catanzarite T.Ergonomics in Surgery: A Review2018Female Pelvic Medicine & Reconstructive Surgery2.135320.65Q2
5Park A.E.Intraoperative Micro Breaks With Targeted Stretching Enhance Surgeon Physical Function and Mental Focus: A Multicenter Cohort Study2017Annals of Surgery9.4333352.95Q1
6Soueid A.The pain of surgery: pain experienced by surgeons while operating2010International Journal of Surgery3.132872.9Q1
7Kuorinka I.Standardised Nordic Questionnaires for the analysis of musculoskeletal symptoms1987Applied Ergonomics3.2311190.92Q1
8Auerbach J.D.Musculoskeletal disorders among spine surgeons: results of a survey of the scoliosis research society membership2011Spine3.0302921.22Q1
9Hallbeck M.S.The impact of intraoperative microbreaks with exercises on surgeons: a multi-center cohort study2016Applied Ergonomics3.2271190.92Q1
10Stucky C.C.H.Surgeon symptoms, strain, and selections: systematic review and meta-analysis of surgical ergonomics2012Annals of Medicine and Surgery1.72743--
1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure6.gif

Figure 6. Network of co-cited references performed by VOSviewer. The minimum number of citations for a reference was placed at 1. Among the 2929 quotations, the first 1000 with the strongest links were selected for analysis. The different colors of the nodes represent different documents, with node size proportional to citation frequency.

Analysis of keywords

A total of 392 different keywords were extracted from the 184 publications. The co-occurrence network of keywords with a minimum number of occurrences of 1 was created with VOSviewer and presented in Figure 7A. The overlay visualization map of keywords was also constructed to highlight the research hotspots in the different periods (Figure 7B). The size of the nodes is proportional to the occurrence of each keyword, and its color is based on its average publication year (APY, blue for 2016 to yellow for 2024). Figure 7C shows the ranking of the 20 keywords most used by authors (largest nodes in Figure 7A and B). The keyword “Ergonomics” (APY: 2020.79) is the most used by researchers with 70 occurrences out of the 184 studies, followed by the keywords “Musculoskeletal disorders” (APY: 2020.34), “Surgeons” (APY: 2019.03), and “Work-related musculoskeletal disorders” (APY: 2020.34), with 32, 29, and 29 occurrences respectively. As shown in Figure 7D, they were few used before 2015, and then their frequency increased from year to year. This is reflected in an APY for these 4 keywords between 2019 and 2021.

1a27adb0-9ff0-4669-ba9e-1fb53d77fb69_figure7.gif

Figure 7. (A) Network visualization map of co-occurrence analysis of keywords generated by VOSviewer. The node size is proportional to the sum of occurrence times. (B) Overlay visualization map of keywords analysis with VOSviewer. Node size is proportional to frequency of appearance. Its color reflects its average year of appearance: blue for the oldest and yellow for the most recent. The scale is shown in the bottom right-hand corner of the figure. (C) Frequency distribution of the 20 most popular keywords. (D) Annual occurrences frequency of the 4 most used keywords from 2004 (first occurrence observed) to 2024. MSD = musculoskeletal disorders; WMSD = work-related musculoskeletal disorders.

Discussion

The present work is a bibliometric analysis of WMSDs among surgeons. The objective was to undertake research mains points and trends considering several databases, VOSviewer and Microsoft Excel.35 Analysis and visualization mapping were carried out for the distribution of publications by year, sources with country and related indicators, research areas, authors with their affiliations, references and keywords of the 184 articles identified.36

Global Publication Trends in WMSD Research among surgeons

The change in the number of academic publications is an important indicator of how a field is developing. As shown in Figure 1, a variation in publication dynamics has been demonstrated. From 1991 to 2015, the number of scientific publications that considered the healthcare status of surgeons as part of their practice was very low and showed no evolution. This indicates that the impact of surgery on practitioners was not a focus of interest for the medical community during this period. Only 11.5% of scientific publications were published during these 25 years. Since 2016, the number of publications per year has increased significantly, with 87.5% of articles published in just 8 years. This result suggests that the study of WMSDs in surgeons has generated increased attention, and that this interest has grown in recent years. Research is increasingly addressing the health of the practitioner, and not just that of the patients who have undergone surgery. This observation is becoming more widespread among dentists,37 nurses38 and healthcare professionals39 in general. The authors reported that the number of studies focusing on the well-being of healthcare professionals has increased considerably over the last 15 years. Based on the evaluation of recent years and the scientific articles already published up to March 2024 (14 articles), we can predict that the number of publications in this field will continue to rise.

General knowledge structures and major contributors

Countries

The total number of publications by a country is an important indicator of its degree of involvement in the theme. The results presented in Table 1 show that the countries of North America, Europe and Asia occupy the top 10 of the most prolific nations. Among these countries, the United States ranks first, well ahead of the United Kingdom and Canada. The United States also stands out for its global citation score, which is six times higher than that of other countries. This result suggests that the scientific literature published by American researchers is relevant and of interest to the entire community addressing the issue of WMSDs in surgeons. Similar results have been reported in the literature on nurses38 and dentists.37 This indicates that the United States is ahead of other countries in the management of work-related musculoskeletal disorders among healthcare professionals.

Authors

Among the most active authors (Table 2), Hallbeck MS from Mayo Clinic, Department of Health Sciences Research, United States, contributed the highest number of publications, followed by fellow American Yu D, from Purdue University, and Vijendren A, Lister Hospital, United Kingdom. Hallbeck MS is also the author with the highest number of citations and is therefore the most influential scientist. In one of her most cited studies, entitled “The impact of intraoperative microbreaks with exercises on surgeons: A multi-center cohort study”, she investigated the effect of microbreaks with exercises on their physical performance, mental concentration and self-reported pain/discomfort in several institutions. The aim was to improve surgeons’ health and patient safety. In particular, the authors demonstrated that intraoperative micro-breaks combined with exercises were more beneficial than simple distraction, as they reduced shoulder discomfort. Surgeons were in favor of incorporating these microbreaks with exercise into their procedures, as they would help mitigate work-related musculoskeletal fatigue, pain and injury. In another study, the authors investigated the presence of pain in cardiovascular surgeons before, during and after surgery. They showed that pain was present before surgery in 75% of practitioners, 92.3% during an operation, and in 96.8% at completion. The authors also showed a positive correlation between self-reported burnout among surgeons and increase of pain. These studies clearly demonstrate that surgeons are highly affected by WMSDs, and that it is important to understand their causes and take action to reduce their occurrence and effects, as has been done in other healthcare professions, notably physiotherapists.40 This work is also supported by studies that highlight the body areas most affected and attempt to make correlations with working conditions in order to formulate recommendations.41,42

With regard to citation analysis, the studies by Epstein et al.,30 Szeto et al.,43 and Abramovitz et al.44 rank in the top 3 articles with the highest GCS (Table 6). Epstein’s top-ranked work (JAMA Surgery, IF: 16.9, h-index: 193, SJR: 3.62, Q1) investigated the pathologies most prevalent among surgeons regardless of specialty, using a meta-analysis. The authors concluded that the neck, back, shoulder and hand/finger were the most exposed areas (prevalence between 35% and 60%). The studies by Epstein et al. and Szeto et al. are also among the top 3 co-cited references (Table 7). The study by Park et al.,45 published in collaboration with Hallbeck MS in the Journal of the American College of Surgeons (IF: 5.2, h-index: 205, SJR: 1.42, Q1), occupies first place with a second study on the effect of microbreaks during surgery. This result shows that some authors can have a major impact in the field with very interesting work without publishing many works. In other words, the number of publications alone does not reflect an author’s academic influence, since a number of other parameters can influence an article’s citation frequency.46

Journals

Publication sources are at the heart of the dissemination of results for academic scientific research. They enable the latest advances in the field to be presented to the community. By analyzing co-citations, journals with the highest productivity or impact can be identified, and therefore those most likely to publish researchers’ work. For WMSDs among surgeons, World Neurosurgery and Work are the most productive, followed by Surgical Endoscopy, The American Journal of Surgery, Applied Ergonomics, Journal of Minimally Invasive Gynecology, and American Journal of Otolaryngology (Table 5). All these journals have an IF between 2 and 4 and are ranked Q1 and Q2 with an SJR between 0.5 and 1.5, indicating a high quality of published work. Among the most cited sources, top-5 are Q1 journals. Applied Ergonomics ranks first with the highest GCS and 4 publications. JAMA Surgery and Annals of Surgery, respectively 2nd and 4th in this ranking with 1 and 3 publications respectively, have very high IF (≥10) and H-indexes (≥200), indicating that the work published in these journals has a high impact in the field. They are therefore sources of significant interest to the community. In other words, the sources presented in these rankings are those to be promoted for scholars interested in domains, and represent relevant publication targets for researchers working on WMSDs among surgeons.

Keywords analysis and WMSDs

The authors’ keywords are the most representative terms of a scientific work and are selected to explain the subject of the research and position it within a theme. The keyword co-occurrence network map with VOSviewer was presented in Figure 7A. Among the 392 keywords identified in the 184 articles, the most frequently used was “Ergonomics”, with 70 occurrences followed by “musculoskeletal disorders” (32 occurrences), “work-related musculoskeletal disorders” (29 occurrences), and “Surgeons” (29 occurrences, Figure 7C). Link and cluster analysis revealed two main lines of research. The first is a subjective medical approach, using qualitative tools such as surveys or questionnaires to highlight the prevalence of MSDs among surgeons in the course of their practice. The keywords often associated are “musculoskeletal disorders”, “pain” and “injury”, as well as the identification of pathologies from which surgeons may suffer.25 Auerbach et al.47 reported on the most common sources of pain in 561 surgeons. The prevalence of pain in the elbow, first, and fingers was around 25% and that in the neck, lower back, and shoulder was over 50%. The authors also reported the most common self-reported diagnoses of these different joints, with prevalence ranging from 2 to 40%. The second approach is based on ergonomic analysis using quantitative parameters obtained from measurement tools (EMG, posture, motion analysis, ergonomic tools …) to prevent the onset of WMSDs.4850

Figure 7B shows keyword co-occurrence overlay map. The size of the circles is proportional to the number of occurrences, and the color corresponds to the average year of publication (APY): blue for the oldest keywords and yellow for the most recent. The four most frequently used keywords have an APY of 2019-2020 (green color), with peaks in 2022-2023 (Figure 7D). This result reflects the youthfulness of study on the investigation and prevention of WMSDs in surgeons. It shows that this research topic still has challenges ahead that could define the frontiers of research in the near future. Recent studies have used meta-analyses to highlight the evidence and issues involved. On the one hand, like all healthcare professionals, surgeons are highly exposed to WMSDs.18 Their working conditions require them to maintain awkward postures for long durations.51 In addition to the physical strain, there is stress and mental fatigue due to high level of concentration required to perform highly precise gestures. It therefore seems important to improve surgeons’ working conditions to reduce their exposition to MSDs. On the other hand, a high degree of heterogeneity was observed in the results. This was due in part to the great difference between the experimental and working conditions, and the characteristics of the samples tested. As has already been done in a number of studies, more specific studies by category could be carried out in the future to refine the assessment of prevalence and propose specific recommendations.5254

Strengths and Limitation

The present study has certain strengths compared with previous studies that have adopted only meta-analyses. This is the first bibliometric analysis to address the issue of WMSD among surgeons based on 5 scientific databases without publication year restriction. In addition, a selection was made after database extraction to retain only those articles relevant to the scientific question. Several tools/software were used to perform the bibliometric analysis and visualization in order to enrich the results with respect to several criteria: countries, sources, authors, references, research areas, citations and keywords. However, some limitations could be addressed. Firstly, the analysis was carried out on 5 free databases. As a result, some publications may not have been taken into account, whereas they would have been with other paying databases, such as (Web of Science, Scopus, Embase …). However, the use of several databases means that data must be homogenized in order to use classic bibliometric analysis tools (Vosviewer, CiteSpace, etc.). Indeed, the format and nature of the data provided varies from one database to another. Thus, the information had to be completed and several parameters have been added such as impact factor, global citations score, journal rank and quartile rank in the field, to enrich the results and make the present work more qualitative. Secondly, given that VOSviewer does not analyze the full text of articles, it is possible that some information has been ignored. Thirdly, only articles published in English were considered. As a result, some relevant work written in another language may have been omitted. Finally, it is important to keep in mind that very high quality papers may not appear in some rankings due to their recent publication.

Conclusion

This study provides an analysis of global research progress on WMSDs in surgeons. The literature review showed that this young topic has been attracting strong interest since 2016, with a global increase trend. North America, Europe and Asia were the major contributors, led by the United States both as authors and countries. World Neurosurgery and Work were the two journals with the highest number of publications and Applied Ergonomics held the highest number of citations. Major areas of investigation focused on the ergonomic evaluation of MSDs and WMSDs among surgeons. Two main research lines have emerged: a qualitative approach to prevalence, and an objective, quantitative approach using measurement tools to produce an ergonomic assessment of WMSDs risks. The trend shows that future studies could combine these two approaches, taking into account the specificities of working conditions and practitioners, in order to refine the assessment of WMSDs and prevent their occurrence.

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Ethical approval and consent were not required.

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GORCE P and JACQUIER-BRET J. Global trends in research of Work-related musculoskeletal disorders among surgeons: Bibliometric analysis and visualization from 1991 to 2024 [version 1; peer review: awaiting peer review]. F1000Research 2024, 13:1311 (https://doi.org/10.12688/f1000research.156608.1)
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