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Occupational stress and professional exhaustion syndrome (burnout) in workers from the petroleum industry: a systematic review

Abstract

Introduction:

workers in the petroleum industry perform roles in a variety of areas and work in some of the most adverse working conditions, which may result in adverse effects, such as occupational stress and burnout.

Objective:

to investigate the association between work environment within the petroleum industry and occupational stress/burnout in its workers, along with psychosocial factors in these workers with their associated physical symptoms.

Methods:

systematic literature review conducted using nine bibliographic databases. Articles included in the review were observational epidemiological studies written in English, Spanish, and Portuguese published between 1994 and 2014, with scores above 13 points, referring to the criteria from the Checklist for Measuring Quality.

Results:

the theme of most of the selected studies was regarding identifying the sources of occupational stress that are associated with psychosocial factors.

Conclusion:

workers from the petroleum industry are subjected to many occupational stress factors that have an influence on the physical, psychological and social aspects of their health. Further investigation of this theme can stimulate the development of strategies able to promote a better quality of life and improved working conditions for professionals in this sector.

Keywords:
occupational stress; professional exhaustion; burnout; petrochemical industry

Resumo

Introdução:

na indústria do petróleo, os trabalhadores atuam em diversas áreas e nas mais adversas condições de trabalho, o que pode resultar em agravos como o estresse ocupacional e o burnout.

Objetivo:

investigar a associação entre o ambiente de trabalho na indústria do petróleo e o estresse ocupacional e burnout nos trabalhadores, assim como, fatores psicossociais e sintomas físicos associados.

Métodos:

revisão sistemática de literatura realizada em nove bases de dados bibliográficos. Incluíram-se estudos epidemiológicos observacionais em inglês, espanhol e português publicados entre 1994 e 2014, com pontuação acima de 13 pontos, segundo critérios do Checklist for measuring quality.

Resultados:

a maioria dos estudos selecionados foi acerca da identificação de fontes de estresse ocupacionais associados a alguns fatores psicossociais.

Conclusão:

os profissionais da indústria de petróleo estão submetidos a inúmeros estressores ocupacionais que influenciam os aspectos físicos, psíquicos e sociais de sua saúde. O aprofundamento da temática pode estimular o desenvolvimento de estratégias que promovam melhor qualidade de vida e condições de trabalho a esses profissionais.

Palavras-chave:
estresse ocupacional; esgotamento profissional; burnout; indústria petroquímica

Introduction

The professional categories that act in the petroleum industry began attracting attention due to the peculiarities of the work involved, such as being confined on offshore oil platforms, for 14-day periods, and lack of lighting and heat on the refineries, as well as the risks regarding explosions and fire at both locations11. Leite RMSC. Vida e trabalho na indústria de petróleo em alto mar na Bacia de Campos. Ciênc saúde coletiva. 2009;14(6):2181-9., which indicates the existence of occupational stress and professional exhaustion syndrome (burnout) as health problems that affect different groups of workers22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996.)-(33. Parkers KR, Clark MJ. The offshore environment in the mid-1990's: a survey of psychosocial factors. In: Psychosocial aspects of work and health in the North Sea oil and gas industry. United Kingdom: HSE Books; 2002.)-(44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47..

Occupational stress occurs when the individual is unable to meet the demands required by his/her job, which cause distress, discomfort, behavioral changes, sleep disorders and negative feelings55. Silva JFC. O estresse ocupacional e suas principais causas e consequências [monografia]. Rio de Janeiro: Universidade Cândido Mendes; 2010.. Burnout is defined as a negative response to chronic occupational stress, which is described by the presence of three dimensions: a) emotional exhaustion, characterized by a lack of energy and deplection of resources, leading to feelings ranging from hopelessness, sadness, irritability all the way to physical symptoms such as weakness, headaches, nausea, musculoskeletal and sleep disorders; b) depersonalization, characterized by indifference, disengagement and alienation regarding social groups and work; and c) reduced personal accomplishment at work, characterized by low productivity, making the individual feel unhappy and dissatisfied with his/her professional development66. Maslach C. Burnout: a multidimensional perspective. In: Schaufeli WB, Maslach C, Marek T, editors. Professional burnout: recent developments in theory and research. New York: Taylor and Francis; 1993. p. 19-32..

On a professional level, the most common factors related to burnout are decreased work quality, professional errors, negligence and recklessness. This situation can generate insecurity within the group and, consequently, degrade interpersonal relationships and increase the likelihood of accidents22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996.. On an organizational level, burnout can be related to working structure, lack of autonomy for workers and frequent changes in the configuration of rules and regulations. In an economic context, this syndrome leads to increased costs incurred due to absenteeism and workers' treatment for their physical and mental symptoms, not to mention the expense of recruiting and training new staff to replace lost team members44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(77. Maslach C. Job burnout: new directions in research and intervention. Curr Dir Psychol Sci. 2003;12(5)189-92.),(88. Cooper CL. The stress of work: an overview. Aviat Space Environ Med. 1985;56(7):627-32.. Burnout syndrome can also be associated with mental disorders such as depression, anxiety disorders (panic and social phobia) and drug abuse/dependence, such as alcohol and other psychoactive substances88. Cooper CL. The stress of work: an overview. Aviat Space Environ Med. 1985;56(7):627-32..

Despite being initially studied among workers who deal directly with the public, such as teachers and health professionals99. Trigo TR, Teng CT, Hallak JEC. Síndrome de burnout ou estafa profissional e os transtornos psiquiátricos. Rev Psiq Clín. 2007;34(5):223-33.),(1010. Vieira I. Conceito(s) de burnout: questões atuais da pesquisa e a contribuição da clínica. Rev bras saúde ocup. 2010;35(122):269-276., burnout was identified among offshore workers44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47. due to the occupational stress factors of this job, such as inhospitable locations (for example, the North Sea, being subjected to adverse weather situations, difficulty accessing emergency situations etc.), confinement (isolation on platforms for several days), unpredictability (regarding safety at work and environmental conditions) and shift work (in addition to the confinement, having to work 12 to 24-hour shifts). Early studies began being developed in the North Sea and the South China Sea and, later on, in the Norwegian Sea 44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(1111. Wong TW, Chen W-Q, Yu T-S, Lin Y-Z, Cooper CL. (2002). Perceived sources of occupational stress among Chinese offshore oil installation workers. Stress & Health. 2002;18(5):217-26.),(1212. Ljosa CH, Lau B (2009). Shiftwork in the Norwegian petroleum industry: overcoming difficulties with family and social life - a cross sectional stud. J Occup Med Toxicol. 2009;4(22):.

In the context of the world's petroleum industry, studying burnout and occupational stress has been primarily supported in a model that classifies environmental factors, such as organizational stress factors13, into five categories88. Cooper CL. The stress of work: an overview. Aviat Space Environ Med. 1985;56(7):627-32.: intrinsic work factors, roles in the organization, interpersonal relationships in a working context, career development, structure and organizational environment. By using these five categories it is possible to identify and select the appropriate options to prevent and minimize the problems behind the syndrome.

Although being scientifically relevant, such kind of studies are still rather uncommon in the literature, with the development and improvement of research playing a crucial role regarding this subject. Systematic reviews are very useful for this purpose, since they are designed to be methodical and reproducible, guiding the development of research projects, identifying which methods were used in a given area and indicating new directions for future research1414. Sampaio RF, Mancini MC. Estudos de revisão sistemática: um guia para síntese criteriosa da evidência científica. Rev bras fisioter. 2007;11(1):83-89.. Therefore, the aim of this study was to investigate the association between the working environment in the petroleum industry and occupational stress and burnout in its employees, as well as the psychosocial factors and physical symptoms that are associated with it.

Method

The employed method consisted of a systematic review of the literature, which followed the methodology described in the Statement for Reporting Systematic Reviews and Meta-Analyses of Studies (PRISMA)1515. Liberati A, Altman DG, Tetzlaff J, Mulrow C, Gotzsche PC, Ioannidis JPA, et al. The PRISMA statement for reporting systematic reviews and meta analyses of studies that evaluate health care interventions: explanation and elaboration. BMJ. 2009;339:b2700., which refers to epidemiological studies that investigated the association between occupational stress and professional exhaustion syndrome (burnout) in workers from the petroleum industry.

The following databases were consulted: Lilacs, IBECS, MEDLINE, Biblioteca Cochrane, SciELO, PubMed, Scopus, Web of Science and SiBI (ODTBase). The following inclusion criteria were used: articles published between 1994 and 2014 in Portuguese, English and Spanish that had an observational epidemiological study design (cross-sectional, case-control and cohort - which are the most widely used types to evaluate the association between variables).

Search strategy

The descriptors listed in the Health Sciences Descriptors (Descritores de Ciências em Saúde DeCS) and the Medical Subject Headings (MeSH) were used, with searches based on the keywords, title and/or abstract of the article. The initial selection was based on a reading of the summary, and, whenever this was insufficient to define them, the articles were read in their entirety. Another strategy was to search in the reference lists of the selected articles manually. All the steps (search, selection and assessment of the articles) were taken independently by two researchers; any disagreements between them were resolved through discussion and consensus.

The descriptors used from the DeCS were: "saúde do trabalhador", "esgotamento profissional", "estresse ocupacional", "professional burnout", "agotamiento profesional", "indústria petroquímica", "petroleum industry" and "industria del petróleo". The descriptors used from the MeSH were "professional burnout", "petroleum industry" and "offshore workers". The search keys were decided upon according to each of the databases consulted. For example, the following search key was adopted in the SciELO database: ("estresse ocupacional" OR "esgotamento profissional" OR "Burnout" OR "sáude do trabalhador") AND ("petróleo" OR "Offshore" OR "indústria petroquímica").

Evaluating the quality of the studies

The articles were evaluated and given a score according to the methodological criteria proposed by the Checklist for Measuring Quality1616. Downs SH, Black N. The feasibility of creating a checklist for the assessment of the methodological quality both of randomised and non-randomised studies of health care interventions. J Epidemiol Community Health. 1998;52(6):377-84. (Chart 1) - an instrument applied to the design of the articles to assess their quality -, which makes it possible to evaluate the information, the internal (biases and inconsistencies) and external validity and the ability to detect the significant effect of the study.

Chart 1
Items from the Checklist for Measuring Quality* used to qualitatively assess the articles

This article employed the version consisting of 27 items, with items related to experimental studies being deleted. Thus, 17 items were evaluated in the end (Chart 1), a stage in which the articles could be given up to 18 points. Articles with a classification above 70% (13 points) were considered as having great methodological rigor and were included in the study. These same criteria were used by other authors in national review articles1717. Araujo DMR, Vilarim MM, Sabroza AR, Nardi AE. Depressão no período gestacional e baixo peso ao nascer: uma revisão sistemática da literatura. Cad Saúde Pública. 2010;26(2):219-27.)-(1818. Rossi CE, Vasconcelos FA. Peso ao nascer e obesidade em crianças e adolescentes: uma revisão sistemática. Rev bras Epidemiol. 2010;13(2):246-58.)-(1919. Thiengo DM, Santos JFC, Mason VC, Abelha L, Lovisi GM. Associação entre apoio social e depressão durante a gestação: uma revisão sistemática. Cad Saúde Coletiva. 2011;19(2):129-38..

Data extraction

Following this step, the studies that reached the required score were used in our review and had their information extracted for comparison. The following data were selected: author, country and publication year, study design, location where the study was conducted, sample size, study objective and score from the study quality analysis, instruments used, sources of occupational stress, psychosocial factors and associated physical symptoms, and main results.

Results

Results from the search and selection

Figure 1 shows the articles selecting process flowchart. The literature search initially resulted in 169 articles, 156 of which were identified by searching the databases and 13 by manually searching the references section of the articles found in the databases. 128 of these were excluded for being duplicates and/or not strictly meeting the subject under study. 32 of the remaining 41 were excluded for not meeting the inclusion criteria of this research: 20 of the excluded articles were related to literature reviews or qualitative research, 5 articles did not have the full version available (without free access), 5 were articles that referred to accidents on platforms and 2 articles received low scores during their quality evaluation. Thus,there were 9 articles that underwent evaluation in our review.

Figure 1
Flow diagram showing the result of the search of the information sources, selection and inclusion of the articles in the systematic review, in accordance with the recommendations set out in PRISMA1515. Liberati A, Altman DG, Tetzlaff J, Mulrow C, Gotzsche PC, Ioannidis JPA, et al. The PRISMA statement for reporting systematic reviews and meta analyses of studies that evaluate health care interventions: explanation and elaboration. BMJ. 2009;339:b2700..

Characteristics of the studies

As Table 1 shows, most of the selected studies' objectives are related to occupational stress factors: identification of the occupational stress sources, burnout frequency, absenteeism indicators, health risks from shift work, evaluation of sleep parameters and mental health associated with occupational stress factors or demands/requirements of the job.

Table 1
Characteristics of the studies included in the systematic review regarding occupational stress and burnout syndrome in workers from the petroleum industry

We found only two studies regarding the occurrence of burnout syndrome in workers from the petroleum industry, one foreign article (Norwegian) by Hellesoy et al.44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47. and one Brazilian, by Silva Júnior and Ferreira1313. Silva Júnior DI, Ferreira MC.A predição do burnout em trabalhadores off-shore-oil. Estudos. 2009;36(1/2):75-93.. However, all the articles referred to the relationship between the working space in the petroleum industry and the effects of occupational stress on workers' health.

Most of the studies were cross-sectional (n = 8), with one being a retrospective cohort study. Among these studies, six were international and three Brazilian. Most of the international studies were based in the North Sea while most of those based in Brazil were conducted in Bacia de Campos, Rio de Janeiro. Oil extraction platforms were the main locations for these studies (n=7), with one being a study conducted in both locations (platforms and refineries) and only one conducted at a refinery (Table 1).

The sample size varied greatly from 179 to 2061 participants, with predominantly male individuals aged between 20 and 65 years (Table 1).

As regards the methodological quality of the articles, 16.2 had the average score awarded, the highest score being 18 points and the lowest 15. The highest score (18) was given to the article by Ljosa et al.2020. Ljosa CH, Tyssen R, Lau B. Mental distress among shift workers in Norwegian offshore petroleum industry--relative influence of individual and psychosocial work factors. Scand J Work Environ Health. 2011;37(6):551-5.. In this study, the selection bias or systematic errors were controlled; as is true for the confounding variables, the participant losses were taken into account and the methodological steps were well described. Studies that scored lower did not report the actual values of probability (p-value or its significance level) or the main confounding factors (Table 1).

The most diverse instruments were used (Table 2), the most frequent ones being: the Occupational Stress Scale (OSS) (n=2) to evaluate occupational stress and scales adapted to the Maslach Burnout Inventory (n=2), with one of them having already been validated (Scale for Evaluating Environmental Stress factors in the Offshore Context - EACOS) to evaluate burnout. The Coping with Shift Work Questionnaire (CSQ) (n=1) was used to evaluate coping strategies, while the Hopkins Symptom Checklist (HSLC5) (n=1) was used to evaluate anxiety and depression. One study used the General Health Questionnaire (GHQ) (n=1) to assess psychological morbidity, while another study used the General Nordic Questionnaire for Psychological and Social Factors at Work (QPS Nordic) (n=1) to evaluate the association of psychological and social factors related to wellbeing at work. Questionnaires designed by the authors were used in four of the studies.

Table 2
Characteristics of the studies included in the systematic review regarding occupational stress and burnout syndrome in workers from the petroleum industry and main results

In addition to the aforementioned articles, which were adapted from the Maslach Burnout Inventory (MBI), there was one technical report (n=1) that contained aspects of work, involvement in accidents, social support and lifestyles; one questionnaire (n=1) to identify the sleeping patterns during shift work; and secondary data from electronic records (n=1) to collect data associated with sleeping difficulties, with stressful life events and psychosocial factors. Two studies used more than one psychometric scale: Chen et al.,2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9. who used the GHQ and OSS instruments; and Ljosa et al.2020. Ljosa CH, Tyssen R, Lau B. Mental distress among shift workers in Norwegian offshore petroleum industry--relative influence of individual and psychosocial work factors. Scand J Work Environ Health. 2011;37(6):551-5., who used the QPS Nordic and the HSCLC5.

The studies conducted on platforms22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996.),(44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(1111. Wong TW, Chen W-Q, Yu T-S, Lin Y-Z, Cooper CL. (2002). Perceived sources of occupational stress among Chinese offshore oil installation workers. Stress & Health. 2002;18(5):217-26.),(1313. Silva Júnior DI, Ferreira MC.A predição do burnout em trabalhadores off-shore-oil. Estudos. 2009;36(1/2):75-93.),(2020. Ljosa CH, Tyssen R, Lau B. Mental distress among shift workers in Norwegian offshore petroleum industry--relative influence of individual and psychosocial work factors. Scand J Work Environ Health. 2011;37(6):551-5.)-(2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9.)-(2222. Menezes MCR, Pires MLN, Benedito-Silva A, Tufik S. Sleep parameters among offshore workers: an initial assessment in the Campos Basin, Rio De Janeiro, Brazil. Chronobiol Int. 2004;21(6):889-97. emphasized factors that are associated with occupational stress (Table 2), such as boarding regime and shift work (trouble sleeping, unpredictability, confinement for long periods, mainly working night shifts), inadequate working conditions (noise and vibration on the platform, risks of fire, explosions, adverse weather conditions, precarious access to medical care on platforms and long-haul air transport), work arrangements with rigid rules and discipline and the fact that workers can feel isolated from their families and socially distant, with little privacy. The workers can feel that they are putting themselves and others at risk, that they need to adapt to new technologies in addition to the interpersonal problems among them.

However, the studies on the refineries1212. Ljosa CH, Lau B (2009). Shiftwork in the Norwegian petroleum industry: overcoming difficulties with family and social life - a cross sectional stud. J Occup Med Toxicol. 2009;4(22):),(2323. Oenning N, Carvalho L, Lima V. Fatores de risco para absenteísmo com licença médica em trabalhadores da indústria de petróleo. Rev Saúde Pública. 2014;48(1):103-12. emphasized the consequences of labor environment for workers' lives, evidencing a population that is more prone to respiratory, cardiovascular and musculoskeletal diseases, in addition to the existence of psychological symptoms, such as sadness, anxiety and occupational stress.

Some studies showed results related to stress coping strategies and social support. The problems that arise from alcohol and other psychoactive substance use, including feelings of grief, sadness, frustration and insecurity, appeared to be related to the characteristics of the environments in both workplaces (platforms and refineries)44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(2020. Ljosa CH, Tyssen R, Lau B. Mental distress among shift workers in Norwegian offshore petroleum industry--relative influence of individual and psychosocial work factors. Scand J Work Environ Health. 2011;37(6):551-5.),(2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9..

Other important results were also identified, such as sleeping problems and feelings of grief, which are more often reported by night-shift workers compared to those working the day shift; in addition to being female, a smoker or former smoker, being dissatisfied with work and reporting sleep problems are predictors of absenteeism from work due to disease2323. Oenning N, Carvalho L, Lima V. Fatores de risco para absenteísmo com licença médica em trabalhadores da indústria de petróleo. Rev Saúde Pública. 2014;48(1):103-12. (Table 2).

Discussion

The literature review shows that the studies in this area are mainly descriptive and focus on work carried out on platforms. These studies have been mainly devoted to identifying the different occupational stress factors in this working context, with only a few specific studies regarding the occurrence of burnout syndrome in workers from the petroleum industry.

This review included studies identifying that the petroleum industry is related to a number of occupational stress sources (shift work, overwork, confinement and a boarding regime, loud noises, vibration etc.) that are associated with psychosocial factors, such as alcohol and drug use, sleeping disorders, memory difficulties, depression, lack of social support and difficulties in interpersonal relationships.

The description of the activities of this industry included in this review suggests a complexity that requires its workers receive constant attention, in addition to ensuring that they are supported by teamwork and cooperation. As previously described, the activities at the refineries are different from those on the platforms, but the two processes involve characteristics of a "complex, continual working, dangerous and collective"2424. Ferreira LL, Iguti AM. O trabalho dos Petroleiros: perigoso, complexo e contínuo. São Paulo: Fundacentro; 2003. nature. According to the authors, all work involving petroleum is dangerous and unhealthy, which is due to the fact that there are risks inherent to the work process and the toxicity of the products used, in addition to the risks found in the working environments, such as heat, noise and vibration, as well as the accidents.

Ferreira and Iguti2424. Ferreira LL, Iguti AM. O trabalho dos Petroleiros: perigoso, complexo e contínuo. São Paulo: Fundacentro; 2003. report that the danger of working in the petroleum industry leads workers to feel insecure. Five of the nine analyzed studies report workers' fear of fire, explosions and accidents. Sutherland and Cooper22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996. claim that this feeling of insecurity is related to a lack of motivation, professional dissatisfaction and feelings of sadness and frustration. Other factors, such as adverse weather and physical conditions, air transport to the platform, vibration and noise on platforms, poor ventilation and lighting are also regarded as characteristics of a dangerous job.

Another important characteristic that the authors point out is the complex character of this industry, which is due to the unpredictability of events and large number of responsibilities, such as inclement weather, machine handling and dealing with highly flammable products, aspects that were also noticed in most of the studies selected in our review. According to one of these studies1111. Wong TW, Chen W-Q, Yu T-S, Lin Y-Z, Cooper CL. (2002). Perceived sources of occupational stress among Chinese offshore oil installation workers. Stress & Health. 2002;18(5):217-26., workers suffer from a feeling that they are putting their collogues and themselves in danger due to the possibility that they might make some kind of mistake. Other studies44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(2323. Oenning N, Carvalho L, Lima V. Fatores de risco para absenteísmo com licença médica em trabalhadores da indústria de petróleo. Rev Saúde Pública. 2014;48(1):103-12. highlight the physical impact caused by an overload of responsibilities and extended shift work, heavy lifting and uncomfortable body postures , for example.

Leite11. Leite RMSC. Vida e trabalho na indústria de petróleo em alto mar na Bacia de Campos. Ciênc saúde coletiva. 2009;14(6):2181-9. points out that, as the oil production cannot stop, the workers are the ones who have to take turns to keep it going. The result of this is continuous work. Shift work was one of the most cited sources of stress among the studies44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(2020. Ljosa CH, Tyssen R, Lau B. Mental distress among shift workers in Norwegian offshore petroleum industry--relative influence of individual and psychosocial work factors. Scand J Work Environ Health. 2011;37(6):551-5.)-(2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9.)-(2222. Menezes MCR, Pires MLN, Benedito-Silva A, Tufik S. Sleep parameters among offshore workers: an initial assessment in the Campos Basin, Rio De Janeiro, Brazil. Chronobiol Int. 2004;21(6):889-97.. As reported by the author, the main difficulties that arise from shift work are: sleep disturbance, impaired social and family life and behavioral changes (smoking, inappropriate diet and psychoactive substance use, for example).

According to the literature11. Leite RMSC. Vida e trabalho na indústria de petróleo em alto mar na Bacia de Campos. Ciênc saúde coletiva. 2009;14(6):2181-9.),(2424. Ferreira LL, Iguti AM. O trabalho dos Petroleiros: perigoso, complexo e contínuo. São Paulo: Fundacentro; 2003.),(2525. Pena AC. Relato de pesquisa: a influência do contexto ambiental nos trabalhadores off-shore de uma plataforma petrolífera. Psicol cienc prof. 2002;22(1):112-119., one of the most striking characteristics of the petroleum industry is its interdependent nature, which gives the system a collective character and requires feelings of unity and teamwork, a fact that can result in performance and relationship problems. These studies show that one of the possible reasons that would lead to these problems is the breakdown of interpersonal relationships, which results from confinement and intensive work1313. Silva Júnior DI, Ferreira MC.A predição do burnout em trabalhadores off-shore-oil. Estudos. 2009;36(1/2):75-93. or even changes in working partners that leads to a constant need for social adjustment44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47..

In regards to the characteristics of the work, we identified many psychosocial factors that are associated with occupational stress in this industry. In addition to those already mentioned, there is also a feeling of not having a close relationship with co-workers, feelings of isolation and sadness as well as performance problems. Psychosocial work factors refer to interactions between the environment and working conditions, organizational conditions, working roles and actions, as well as the efforts and individual and family characteristics of the workers2626. Fischer FM. Relevância dos fatores psicossociais do trabalho na saúde do trabalhador. Rev Saúde Pública. 2012[citado em dez 2014];46(3):401-6. Disponível em: Disponível em: http://www.scielo.br/scielo.php?script=sci_arttext&pid=S0034-89102012000300001&lng=en&nrm=iso . Acesso: Dez 2014.
http://www.scielo.br/scielo.php?script=s...
. Thus, working conditions have a relevant influence on worker's health, making it possible to consider them as favorable or unfavorable.

According to the analyzed publications, the main physical symptoms that workers under occupational stress may present are: musculoskeletal disorders, a feeling of physical exhaustion, chronic fatigue syndrome and hypertension. Whereas in respect to the psychological symptoms, the cited symptoms are irritability, insomnia, tension, anxiety and depression.

It is important to emphasize that the study by Wong et al.1111. Wong TW, Chen W-Q, Yu T-S, Lin Y-Z, Cooper CL. (2002). Perceived sources of occupational stress among Chinese offshore oil installation workers. Stress & Health. 2002;18(5):217-26. points out that the findings regarding occupational stress sources in Chinese workers were different from those found in the classic study22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996. and those cited as a reference in other studies conducted in the United Kingdom, as they describe that the only widely reported stress factor was the home/family interface, with only a few instances where there were reports of dissatisfaction in relation to the structural and organizational atmosphere. While taking the cultural factors of China into consideration, the authors explain that traditional Chinese culture is based on hierarchical respect, and an importance given to "team spirit" and that the responsibilities of the individual towards the community is extremely necessary for professional success. This not only encourages interpersonal harmony, but also considers disharmony unacceptable in teams.

The study conducted in the United Kingdom points out that transportation, shift work and dissatisfaction in relation to the structural and the organizational climate were considered to be greater sources of stress. Even in the different contexts and cultures, the same results were obtained in both the international and national studies.

As previously mentioned, our study only identified two articles that specifically focused burnout syndrome in workers from the petroleum industry. In the first article, the authors44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47. adapted the MBI to be used in the platform work environment and identified the three dimensions of burnout, as described by Maslach66. Maslach C. Burnout: a multidimensional perspective. In: Schaufeli WB, Maslach C, Marek T, editors. Professional burnout: recent developments in theory and research. New York: Taylor and Francis; 1993. p. 19-32.. Although being modestly frequent, the authors also pointed to a fourth and new dimension defined as "worry in regards to home while at work". The authors also found a lower frequency of burnout in married individuals and a higher frequency in young people.

Silva Júnior and Ferreira1313. Silva Júnior DI, Ferreira MC.A predição do burnout em trabalhadores off-shore-oil. Estudos. 2009;36(1/2):75-93. evaluated the predictive power of six environmental stress factors (relationship problems and work performance, organizational structure, work/family interface, security, career and supervision and intrinsic work factors) in the three burnout dimensions (emotional exhaustion, depersonalization and lack of professional achievement) with a scale for evaluating environmental stress factors in the offshore context (EACOS), which was developed and validated by the authors themselves based on two instruments to evaluate sources of stress at work by Chen et al.,2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9. and Sutherland and Cooper22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996.; and the burnout inventory by Maslach, validated by Silva Júnior for Brazilian workers in the offshore context.

The data pointed to the following results: stress factors were identified as "work/family interface", "organizational structure" and "relationship and performance problems". which constituted emotional exhaustion predictors; whereas the "organizational structure" and "intrinsic work factors" stress factors appeared to be linked to depersonalization, while the "security" stress factor was characterized as the only predictor for professional inefficiency.

It is important to highlight that the occurrence of burnout syndrome or occupational stress-related problems also depend on the strategies employed by the individuals to deal with stressful events in their lives. Within the studies it is possible to identify some tools that are able to promote and protect the health of the individual when faced with environmental stress factors, such as coping and social support. Coping in terms of the problem was positively associated with improved mental health in two studies44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9.. Coping generally consists of active approach strategies in relation to the stress factor, such as solving and managing problems2727. Straub RO. Psicologia da saúde: uma abordagem biopsicossocial. 3. ed. Porto Alegre: Artmed; 2005.. While focusing on the problem, the individual engages in managing or modifying the situation that causes the stress, the objective being to control or deal with the threat, detriment or challenge. Coping focused on emotion is different. It is aimed at regulating emotional responses caused by the stressful situations faced by that individuals. This kind of coping can manifest itself from feelings of separation or simply palliative attitudes regarding the source of the stress, such as denial or avoidance2727. Straub RO. Psicologia da saúde: uma abordagem biopsicossocial. 3. ed. Porto Alegre: Artmed; 2005..

Social support was identified as a suitable strategy to deal with occupational stress factors in two studies from our review22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996.),(2020. Ljosa CH, Tyssen R, Lau B. Mental distress among shift workers in Norwegian offshore petroleum industry--relative influence of individual and psychosocial work factors. Scand J Work Environ Health. 2011;37(6):551-5.. It is important to stress that a lack of social support and the interference from family problems at work are associated with the organizational context and conflicting interpersonal relationships44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47.),(1212. Ljosa CH, Lau B (2009). Shiftwork in the Norwegian petroleum industry: overcoming difficulties with family and social life - a cross sectional stud. J Occup Med Toxicol. 2009;4(22):),(1313. Silva Júnior DI, Ferreira MC.A predição do burnout em trabalhadores off-shore-oil. Estudos. 2009;36(1/2):75-93.),(2121. Chen WQ, Wong TW, Yu TS. Mental health issues in Chinese offshore oil workers. Occup Med. 2009;59(8):545-9.),(2323. Oenning N, Carvalho L, Lima V. Fatores de risco para absenteísmo com licença médica em trabalhadores da indústria de petróleo. Rev Saúde Pública. 2014;48(1):103-12.. One of the studies44. Hellesoy O, Gronhaug K, Kvitastein O. Burnout: conceptual issues and empirical findings from a new research setting. Scand J Mgmt. 2000;16(3):233-47. found a lower burnout frequency in married individuals, which can be explained by the spouse providing such social support. The literature1919. Thiengo DM, Santos JFC, Mason VC, Abelha L, Lovisi GM. Associação entre apoio social e depressão durante a gestação: uma revisão sistemática. Cad Saúde Coletiva. 2011;19(2):129-38.),(2828. Siqueira MMM, editor. Medidas do comportamento organizacional: ferramentas de diagnóstico e de gestão. Porto Alegre: Artmed; 2008.),(2929. Rodrigues VB, Madeira M. Suporte social e saúde mental: revisão da literatura. Revista da Faculdade de Ciências da Saúde. 2009;6:390-9. indicates that individuals subjected to an unwelcoming environment, with little or no social support, and who are subject to a specific stressful situation, would be more vulnerable to stressrelated health problems. However, upon reading the scientific literature from the area1919. Thiengo DM, Santos JFC, Mason VC, Abelha L, Lovisi GM. Associação entre apoio social e depressão durante a gestação: uma revisão sistemática. Cad Saúde Coletiva. 2011;19(2):129-38., individuals that have adequate social support would tend to react more positively to stressful situations compared with individuals with little or no social support.

It is worth mentioning that one study22. Sutherland VJ, Cooper CL. Stress in the offshore oil and gas exploration and production industries: an organizational approach to stress control. Geneva: International Labour Office; 1996. pointed out that the relatively high salaries, both on the platforms and in the refineries, mean that the workers do not quit, even when faced with such negative effects on their health. According to statistics from the International Labour Organization, as cited by Ferreira and Iguti2424. Ferreira LL, Iguti AM. O trabalho dos Petroleiros: perigoso, complexo e contínuo. São Paulo: Fundacentro; 2003., workers from the petroleum industry are among those who receive the highest wages in this sector of the industry.

We observed that from the total number of articles included in the review (41 studies), many additional studies - 13 studies (31.7%) - were manually selected from the lists of references from the articles that were initially identified in the databases. Despite efforts made to include a large number of bibliographical databases in the review, there were some studies that may not have been included.

Publication bias seems to stand for the main aspect of weakness regarding results' validity3030. Medronho R, Bloch KV, Luiz RR, Werneck GL. Epidemiologia. São Paulo: Editora Atheneu; 2009., referring to studies that had not been published due to the results obtained (absence of statistically significant results, for example). It is also possible that many studies were not found because they are not published in the journals indexed in the databases under investigation. It is therefore important to recognize the possibility of interpretation bias, since a systematic review is itself a task that involves data interpretation. It is also worth highlighting that the vast majority of studies identified are cross-sectional, which prevents the cause-and-effect relationship from being established, i.e. between occupational stress/burnout and the sources of occupational stress and psychosocial factors.

Conclusion

Based on the review's results, the petroleum industry appears to be a work environment that can present adverse environmental conditions that potentially cause professional exhaustion and occupational stress in its workers. It was possible to identify that the psychosocial factors of the job and the physical symptoms were associated with occupational stress factors in workers from this industry, mainly regarding the boarding regime, the shift work and the risks of accidents occurring at work. Emphasized aspects among the physical and psychosocial symptoms were: family and social isolation, psychoactive substance use/abuse, musculoskeletal disorders, insomnia and fatigue. There are several articles that have described the importance of using stress coping mechanisms employed by these individuals, such as coping and social support.

This research is believed to contribute to a broadening of the perspective on professionals working in the petroleum industry, thereby clarifying some important points for discussion on the topic. Thus, our review is expected to stimulate the development and implementation of health promotion strategies that address this occupational class' needs of identification, prevention and management of psychosocial risks and work-related stress. Such advances might stand for improvement in quality of life of this population and concomitantly result in several benefits for the companies involved.

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  • Support: Master's scholarship provided by the CENPES/UFRJ agreement [Centro de Pesquisas e Desenvolvimento Leopoldo Américo Miguez de Mello (Cenpes) / Universidade Federal do Rio de Janeiro].

Publication Dates

  • Publication in this collection
    2016

History

  • Received
    26 May 2015
  • Reviewed
    25 Nov 2015
  • Accepted
    26 Nov 2015
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