WC Standards
WC Standards
WC Standards
by
University of Pittsburgh
2002
UNIVERSITY OF PITTSBURGH
FACULTY OF BIOENGINEERING
by
It was defended on
and approved by
_______________________________
Michael L. Boninger
_______________________________
Songfeng Guo, PhD
_______________________________
Rory A. Cooper, PhD
Thesis Advisor
ii
ABSTRACT
University of Pittsburgh
every year. Advances in technology have led to the design of EPWs that are more complex and
can perform multiple functions. The ANSI/RESNA wheelchair standards consist of a battery of
tests that are designed to evaluate the safety and performance of both manual and power
wheelchairs. However, there is a deficit of information available to the general public on the
performance of wheelchairs on these tests. The purpose of this study was to compare the results
of standards testing on five different types of EPWs. The value and intentions of each section of
the standard were also reviewed and suggestions were made for possible improvements.
A total of fifteen EPWs (three of each type) were tested using the following sections:
dimensions, speed and acceleration, seating dimensions, static, impact, and fatigue testing,
iii
climatic testing, obstacle climbing ability, and power and control systems. Statistical analysis
was performed on the relevant sections. Significant differences were found between the different
types of wheelchairs with respect to static stability, dynamic stability, braking distance,
theoretical range, and obstacle climbing ability. The EPWs with the highest velocity and
accelerations were found to be the most dynamically unstable and have the longest braking
distances. Dynamic stability and braking distance were also found to be directly related to the
slope of the test surface. It is apparent from the results that EPWs can differ in both performance
Evaluation of the wheelchair standards also illustrated the need to continually revise the
standards to keep pace with new technology. Stability, fatigue strength, and control system
testing are three of the sections that will need to be adapted to help evaluate the next generation
of EPWs.
DESCRIPTORS
Electric Powered Wheelchairs Wheelchair Standards
iv
ACKNOWLEDGEMENTS
I would like to thank everyone who assisted me with completing this study. The names
are too numerous to list, but they know who they are. I want to especially thank Dr. Cooper for
his guidance, wisdom, and friendship. He not only gave me the opportunity to design and
conduct this research, but also provided the financial, moral, and academic support that has
I would also like to thank Kim and my family for their endless love and support
throughout the years. I would not have achieved the success that I have without them. I want to
especially thank my mother and father for encouraging me to work hard and follow my dreams.
v
TABLE OF CONTENTS
ABSTRACT…………………………………………………………………………...…………iii
ACKNOWLEDGEMENTS………………………………………….……………………………v
TABLE OF CONTENTS.....……………………………………………………………………...vi
LIST OF TABLES..……………………………………………………………………..……......xi
LIST OF FIGURES………………………………………………………………………......…xiii
1.0 INTRODUCTION……………………………………………………………………….……1
2.0 BACKGROUND……………………………………………………………………….……..6
2.1 Epidemiology…………………………………………………………………………..….6
vi
2.4.4 Pride HealthCare Jazzy 1100……………………………………………..………..18
3.1 Background………………………………………………………..……………………..28
3.2 Methodology………………………………………………………..……………………28
3.3 Results……………………………………………………………………………...…….34
3.4 Discussion…………………………………………………………………………...…...36
4.1 Background………………………………………………………………………..……..40
4.2 Methodology……………………………………………………………………..………41
4.3 Results………………………………………………………………………..…………..44
4.4 Discussion………………………………………………………………………..………48
vii
5.0 EFFECTIVENESS OF BRAKES………………………………………..…………….…….52
5.1 Background………………………………………………………………..……….…….52
5.2 Methodology…………………………………………………………….………….…....52
5.3 Results……………………………………………………………………….……..…….54
5.4 Discussion………………………………………………………………………..………57
6.1 Background………………………………………………………………….…….……..61
6.2 Methodology……………………………………………………………….…….………62
6.3 Results……………………………………………………………………….….….…….65
6.4 Discussion………………………………………………………………….……….……66
7.1 Background…………………………………………………………….……………..….69
7.2 Methodology………………………………………………………….…………….……69
7.2.2 Mass…………………………………………………….…………………….……70
7.3 Results…………………………………………………………….………………….…..70
7.4 Discussion………………………………………………………………….……….……72
viii
8.0 MAXIMUM SPEED, ACCELERATION, AND RETARDATION………………….....….74
8.1 Background……………………………………………………………..………….….....74
8.2 Methodology…………………………………………………………….….……………74
8.3 Results…………………………………………………………………..………...….…..77
8.4 Discussion………………………………………………………………..………...…….77
9.1 Background………………………………………………………………………………81
9.2 Methodology………………………………………………………………….…...……..81
9.3 Results……………………………………………………………………………………83
9.4 Discussion…………………………………………………………………….…...……..84
10.1 Background……………………………………………………………………...……...86
10.2 Methodology………………………………………………………………………...….87
10.3 Results…………………………………………………………………………...……..90
10.4 Discussion………………………………………………………………………...……92
11.1 Background…………………………………………………………………...………..96
11.2 Methodology………………………………………………………………...…………96
ix
11.3 Results……………………………………………………………………...…………..99
11.4 Discussion………………………………………………………………….…………100
12.1 Background………………………………………………………….………………..102
12.2 Methodology………………………………………………………………….………103
12.3 Results………………………………………………………………….……………..104
12.4 Discussion…………………………………………………………………….………105
13.1 Background………………………………………………………………….………..107
13.2 Methodology………………………………………………………….………………107
13.3 Results……………………………………………………………………….…….….118
13.4 Discussion………………………………………………………………….…………120
14.0 SUMMARY…………………………………………………………………….…………124
BIBLIOGRAPHY……………………………………………………………….…………...…127
x
LIST OF TABLES
Table No. Page
6 Wheelchair Components……………………………………………………………….21
xi
21 Braking Distances on Level Test Surface………………..……………….…………..54
37 Environmental Testing………………………………………………………………..99
xii
LIST OF FIGURES
Figure No. Page
2 Quickie P200………………………………………………………………….………..15
8 Geometric Tipping Angle for Backward (i) and Forward (ii) Directions…….………..28
14 Stability Scores- Each Data Point Equals Average of all EPWs for Given
Stability Condition…………………………………………………………...…..49
15 Stability Scores Contd.- Each Data Point Equals Average of all EPWs for
Given Stability Condition………………………………………………...……...49
xiii
18 The watt-hour device used to measure the amp-hour drain on the wheelchair
battery……………………………………………………………..……………..64
21 Acceleration Graph for Speed Trial of A#1 with Braking Initiated by Releasing
the Joystick………………………………………………….……………………79
22 Acceleration Graph for Speed Trial of A#1 with Braking Initiated by Reversing
the Joystick…………………………………………………….…………………79
23 Acceleration Graph for Speed Trial of A#1 with Braking Initiated by Shutting Off
the Power………………………………………………………………………...80
xiv
1.0 INTRODUCTION
The number of people using wheelchairs in the United States is estimated to be near 2
million, with over 100,000 users in electric powered wheelchairs (EPWs) and 60,000 users in
electric powered scooters [1]. Electric powered wheelchairs appear to be evolving faster than
manual wheelchairs. Increased computing power, low cost microcontrollers, and a greater
variety of sensors have produced a very complex interaction between electric powered
wheelchairs and their users [2]. Electric powered wheelchairs no longer consist of simply a
manual wheelchair fitted with two drive motors. There is a wide array of models available to
consumers. There are rear-wheel, mid-wheel, and front-wheel drive wheelchairs. Certain types
can climb stairs and even cluster over obstacles. With so many models and features available,
consumers and clinicians should consider numerous safety and performance characteristics of an
electric powered wheelchair when deciding what type of device to select. However, attempting
challenging.
and Assistive Technology Society of North America) wheelchair standards consist of a battery of
tests developed to provide information about the performance and safety characteristics of
wheelchairs. Information such as static tipping angles, braking distances, energy consumption,
obstacle climbing ability, and many other performance characteristics can be determined from
1
the standards. The results of these tests can be used to compare different EPWs and help users
determine what device best suits their needs. The purpose of this study was to evaluate and
compare the performance characteristics of five different types of EPWs. The intention was to
not only provide specific information about these particular EPWs, but also to demonstrate how
the wheelchair standards can be used to evaluate all types of wheelchairs. There are many
factors that affect powered mobility. These include human abilities, technology features,
handling, and obstacle climbing ability are all elements that help match a user with a specific
EPW.
This study was carried out over the course of three years with all of the testing being
conducted at the Human Engineering Research Laboratories. In the past, we have tested over
100 manual and electric powered wheelchairs according to the ANSI/RESNA wheelchair
standards. Similar studies have been performed involving depot, lightweight, and ultralight
weight manual wheelchairs [4-6]. However, this is the largest electric powered wheelchair study
to date in regards to the total number of wheelchairs tested and the scope and depth of the tests
involved.
2
1.2 Specific Aims and Hypotheses
The purpose of this study was twofold. The first goal was to provide specific information
about the safety and performance characteristics of five different models of electric powered
wheelchairs that are routinely purchased by the Veterans Health Administration. The second
goal was to evaluate the methods used by the ANSI/RESNA wheelchair standards to compare
different wheelchairs so that users and clinicians can make informed decisions when deciding
what type of wheelchair will be safest and most practical for their needs. In order to meet these
goals, hypotheses were formed for each of the different sections of the ANSI/RESNA wheelchair
between the uphill and downhill tipping angles of the five types of EPWs. Specifically, rear-
wheel wheelchairs should be more stable in the downhill direction and front or mid-wheel
wheelchairs should be more stable in the uphill direction. There should be little difference in
lateral stability.
in dynamic stability between the five types of EPWs. The front or mid-wheel wheelchairs
should be more stable when traveling forwards uphill and backwards downhill and the rear-
braking distances of the five types of EPWs. The maximum speed and deceleration of a
3
Hypothesis #4: Energy Consumption. There will be no significant differences in energy
consumption. All of the wheelchairs use the same 12-volt gel batteries run in series to power a
24-volt system. Many of the wheelchairs also use the same or similar type motors to propel the
wheelchair. Although speed has a direct effect on energy use, the overall distance covered by the
Hypothesis #5: Speed, acceleration, and retardation. There will be significant differences
between the speed, acceleration, and retardation of the five types of EPWs. Front-wheel drive
wheelchairs often have lower maximum speeds than rear-wheel drive wheelchairs.
Hypothesis #6: Static, impact, and fatigue strength. There will be significant differences
in the fatigue life of the five types of EPWs, but no differences in the static or impact strengths.
Previous studies have shown significant differences in fatigue life between different models of
wheelchairs that are similar in function and value. However, there have been very few failures
from any type of wheelchair during the static and impact strength tests.
Hypothesis #7: Climatic tests. There will be no significant differences in the abilities of
the EPWs to withstand harsh environmental conditions. Failures during climatic testing often
involve the wheelchair controllers. Since four of the five types of EPWs use controllers from the
Hypothesis #8: Obstacle climbing ability. There will be significant differences in the
obstacle climbing abilities of the five different types of EPWs. Obstacle climbing ability
4
1.3 Thesis Organization
The majority of this study is involved with the implementation and analysis of the
studies concerning wheelchair use and injuries as well as previous experiments involving
both manual and electric powered wheelchairs. Each section of the wheelchair standards
included under each subheading. The Methods section describes the procedures used to
test the wheelchairs as described in the standards. The Results section lists the raw data
and statistical comparisons for each test. The Discussion section analyzes the statistical
comparisons and explains the outcomes. The Summary section includes an overall
analysis of the study as well as limitations and suggestions for future study.
5
2.0 BACKGROUND
2.1 Epidemiology
The number of people using wheelchairs and scooters is increasing every year. In
addition to the estimated 2 million full-time wheelchair users in the United States alone, there are
also several million part-time wheelchair users [7]. LaPlante et al found that the 1990 National
Health Interview Survey on Assistive Devices determined that there are close to 13.1 million
Americans using assistive devices to help overcome physical impairments and 7.1 million people
had adapted their homes [8]. The selection of a wheelchair is critical to the well-being and
The number of wheelchair-related accidents has also risen steadily over the years. Kirby
and MacLeod recently analyzed data from the National Electronic Injury Surveillance System of
the United States Consumer Product Safety Commission to determine the incidence of
[9]. The predicted number of annual visits to the emergency room rose from 25,829 in 1986 to
85,263 in 1999, with a significant upward trend over time (R2 95%, p<0.001). A tip or fall was
involved with 80% of the incidents. A study by Ummat and Kirby also found that 73.2% of the
nonfatal accidents reported to the United States Consumer Product Safety Commission involved
falls and tips [10]. Fatal accidents reported to the same commission showed that 68.5% of the
6
Gaal et al performed a study looking at the causes of wheelchair injuries. They
interviewed 109 wheelchair users who had experienced some type of incident [11]. In the
previous five years, 253 incidents occurred. A total of 53% of these incidents involved electric-
powered wheelchairs. Tips and falls were the most common cause accounting for 42% of the
accidents. Component failures were cited for an additional 33% of the reports. Rolling surface,
wheelchair design, and wheelchair configuration were determined to be the major factors that
Kirby et al conducted a study that examined reports in the Medical Device Reporting
System database of the FDA [12]. They reviewed a total of 651 reports from 1975 to 1993.
Twenty-one of the 368 documented wheelchair-related injuries were fatal. Overall, 45.5% of the
injuries involved fractures, 22.3% involved lacerations, and 20.1% involved contusions or
abrasions. A majority of the accidents occurred when driving a scooter (52.8%) followed by
environmental conditions, and operator error were all considered to be important factors in the
accidents.
Calder and Kirby searched the database for the National Information Clearinghouse of
the Consumer Product Safety Commission [13]. The records listed 770 deaths that were related
to wheelchair use. Tips and falls accounted for 77.4% of these deaths. There were also 51
deaths that involved stairs, and burns were responsible for 48 deaths.
Two main conclusions can be drawn from these studies concerning wheelchair use. First,
the number of people using wheelchairs is increasing every year. As the market for wheelchairs
7
People will be confronted with having to attempt to discern what wheelchair bests meets their
needs. The number of wheelchair related accidents and injuries will also keep pace with the
increase in wheelchair use. More wheelchair users means more tips and falls. One of the main
purposes of this study is to help address these specific issues. Information about safety and
performance characteristics will help individuals select wheelchairs that are both practical and
safe. It should also help influence the design of better wheelchairs by manufacturers.
standards. Since that time, three new sections have been added and many of the original
standards have been revised to accommodate advances in wheelchair design and technology.
The standards used for this study were approved in 1998. Volume 1 of the standards applies to
manual wheelchairs. Volumes 1 and 2 are both needed in order to perform testing on electric-
The results of this study are based on the testing of a sample of three wheelchairs for five
different models. The ANSI/RESNA wheelchair standards are intended to provide objective
8
information about wheelchairs. It should be noted that the performance a specific wheelchair
user may get from his or her own wheelchair could vary depending on set-up, driving ability, and
environmental conditions.
There are twenty different sections of the ANSI/RESNA wheelchair standards. While
only certain sections apply to manual wheelchairs, all of the sections are relevant for electric-
powered wheelchairs. However, only ten of the sections were selected for this study. These
Theoretical range
of electric wheelchairs
Section 8: Requirements and test methods for static, impact, and fatigue
strengths
9
Section 9: Climatic tests for electric wheelchairs
wheelchairs
These ten standards provide detailed information about the safety, performance, and
important data about how an EPW performs. Sections 8 and 9 determine the durability of an
EPW. Sections 5 and 7 provide information about seating and overall dimensions. The results
of these ten tests can be used to compare different models of EPWs as well as to determine
There have been several studies conducted using the ANSI/RESNA wheelchair standards.
The most relevant study was conducted in 1993 when ten different EPWs were tested by the
The National Rehabilitation Hospital tested ten EPWs from seven manufacturers according
to the ANSI/RESNA wheelchair standards that were sanctioned in 1990 [15]. The results
showed that none of the wheelchairs were ideal for every environment and that the advantages of
10
each unit should be carefully considered when choosing an EPW. This holds true today, since
there are even more wheelchairs and more options available to the consumer.
The report showed that there were differences between the wheelchairs for all of the tests.
However, no statistical analyses could be performed because of the small sample sizes. Many of
the wheelchair standards have also been revised since 1990. The sections for dynamic stability
and effectiveness of brakes now involve testing on 0°,3°,6°, and 10° slopes as opposed to only 0°
and 5° slopes.
Cooper et al. have performed studies using the ANSI/RESNA wheelchair standards on
wheelchairs found significant differences in fatigue life, value, and rearward stability tilt angle
among the wheelchairs tested [6]. It was also discovered that the ultralight wheelchairs had
significantly higher fatigue lives than lightweight manual wheelchairs. A cost analysis showed
that although ultralight wheelchairs are initially more expensive than lightweight wheelchairs,
they will last much longer and ultimately provide more value to the user.
The lack of safety and performance information available to users demonstrates the need for
more test studies involving wheelchairs. Previous studies have shown that many differences
exist between both manual and electric-powered wheelchairs that are considered to be similar in
11
2.3.2 Crash/Injury Studies
Cooper et al. also performed a study investigating the effect of braking method and restraints
on electric-powered wheelchairs [16]. A 50th percentile Hybrid II test dummy (HTD) was used
with eight different EPWs. The wheelchairs were driven at maximum speed and braking was
initiated by releasing the joystick, reversing the joystick, and turning off the power. Trials were
also conducted with a combination of the seatbelt and legrests on and off. Significant differences
in braking distance, braking time, and braking acceleration were found for the three different
methods. There were also significant differences in the head and trunk displacement. The HTD
fell out of the test wheelchair 25.3% of the time when the legrests and seatbelt were removed.
Falls were also found to be more likely when testing faster wheelchairs.
A study by Sosner et al. examined the forces, moments and accelerations experienced by a
50th percentile HTD in a manual wheelchair negotiating a curb [17]. They found that when the
wheelchair was pushed off of a curb and the HTD hit the floor, the forces it experienced
exceeded published Injury Assessment Values and Head Injury Criteria values. Fast et al also
studied moments and accelerations on a restrained HTD III [18]. He found that restraints were
effective in lowering forces experienced by the HTD when rolled into and off of a curb at a
speed of 1m/s. Corfman et al found that when driving a wheelchair into a curb, 73% of the falls
that occurred happened at a speed of 2m/s [19]. It was also discovered that 100% of the falls
These studies demonstrate that there are significant safety and performance differences
associated with both manual and electric powered wheelchairs. Differences in cost, stability, and
12
fatigue life among similar types of wheelchairs are very common. Information concerning these
The following section lists information about the five different models of electric
powered wheelchairs selected for this study. In order to perform the testing without the
knowledge of the wheelchair manufacturers, the wheelchairs were purchased through three
different dealers by the Center for Assistive Technology at the University of Pittsburgh.
Wheelchairs of different models were ordered with the same dimensions and components
whenever possible. All of the wheelchairs have programmable speeds, accelerations, and
retardations. The wheelchairs were tested according to the factory settings for these variables.
The Everest & Jennings Lancer 2000 is a rear-wheel drive electric-powered wheelchair. It
comes equipped with removable armrests and legrests. It has a sling style backrest and is
powered by two 12-volt, 60 amp-hour gel batteries that are connected in series. The controller is
a programmable Penny & Giles PG8-55 (type# D49362) that was configured to the factory
settings. Figure 1 shows a picture of the E&J Lancer 2000 ready for testing.
13
Figure 1 E&J Lancer 2000
Table 1 lists the serial numbers and price for each wheelchair.
Manufacturer information:
(800) 235-4661
(314) 512-7000
14
2.4.2 Sunrise Medical Quickie P200
However, it is equipped with anti-tipping wheels that engage at slopes of 5° or greater and allows
the wheelchair to function as a mid-wheel drive device. It comes equipped with removable
armrests and legrests. It has a sling style backrest and is powered by two 12-volt, 60 amp-hour
gel batteries that are connected in series. The controller is a programmable Penny & Giles (type
# D49307) that was configured to the factory settings. Figure 2 shows a picture of the Quickie
Table 2 lists the serial numbers and price for each wheelchair.
15
Manufacturer information:
Longmont, CO 80503
(800) 456-8165
comes equipped with removable armrests and legrests. It has a sling style backrest and is
powered by two 12-volt gel batteries that are connected in series. The controller is a
programmable Invacare MKIVA (1065944) that was configured to the factory settings. Figure 3
16
Figure 3 Invacare Action Arrow Storm
Table 3 lists the serial numbers and price for each wheelchair.
Manufacturer information:
Invacare Corporation
(800) 333-6900
17
2.4.4 Pride Health Care Jazzy 1100
The Pride Health Care Jazzy 1100 is a mid-wheel drive electric-powered wheelchair. It
comes equipped with nonremovable armrests and legrests. It has a cushioned seat and backrest
and is powered by two 12-volt, 60 amp-hour gel batteries that are connected in series. The
controller is a programmable Penny & Giles Pilot series (type# D49637) that was set to the
factory settings. Figure 4 shows a picture of the Pride Jazzy ready for testing.
Table 4 lists the serial numbers and price for each wheelchair.
18
Manufacturer information:
Exeter, PA 18643
(800) 800-8586
wheelchair. It comes equipped with nonremovable armrests and legrests. It has a cushioned
seat and backrest and is powered by two 12-volt, 60 amp-hour gel batteries that are connected in
series. The controller is a programmable Penny & Giles (type# D49323) that was configured to
the factory settings. The Permobil Chairman differs from the other EPWs in this study because it
has a motorized reclining back. This option comes standard on all Permobil wheelchairs. Figure
19
Figure 5 Permobil Chairman Corpus Power
Table 5 lists the serial numbers and price for each wheelchair.
Manufacturer information:
Permobil Inc.
6 B Gill St.
Woburn, MA 01801
888-737-6624
Fax 781-932-0428
20
Table 6 Wheelchair Components
E&J Quickie Invacare Pride Jazzy Permobil
Lancer P200 Storm
Armrests Detachable Detachable Detachable Nonremovable Nonremovable
Footrests Swing- Swing- Swing- Fold-Up Fold-Up
Away Away Away
Backrest Sling Sling Sling Cushion Cushion
Controller Penny & Penny & Invacare Penny & Giles Penny & Giles
Giles Giles
Front Wheel
Type Pneumatic Pneumatic Solid Pneumatic Pneumatic
Size (mm) 200x44 200x50 190x50 300x80 300x80
Pressure (psi) 70 36 n/a 50 30
Rear Wheel
Type Pneumatic Pneumatic Pneumatic Solid Pneumatic
Size (mm) 355X54 260x85 200x76 200x50 200x50
Pressure (psi) 45 50 50 n/a 36
21
2.5 Power Analysis
proposed sample sizes provide enough power to prevent both Type I and Type II errors. A Type
I error is the probability of rejecting a true hypothesis (α). A Type II error is the probability of
retaining a false hypothesis (β). Statistical power is defined as 1-β. It determines the probability
of rejecting a false hypothesis. Statistical power is affected by the value of α, the sample size,
and the effect size. In this study, statistical power was enhanced due to the fact that all of the
groups had equal sample sizes. For pairwise comparisons of all treatment means, equal sample
sizes maximize the precision of comparisons, as well as reduce problems associated with non-
The equations below represent the method used to determine the statistical power of the
1 ni
φ=
σ r
∑ (µ i − µ. ) 2
Where µi = treatment means, µ. = weighted mean, σ = standard deviation of the error terms, ni =
The statistical power was then obtained by using the number of degrees of freedom for
the numerator, ν1 = r –1 (5-1 = 4), the number of degrees of freedom for the denominator, ν2 = nT
– r (15-5 = 10), the level of significance, α = 0.05, and the noncentrality parameter, φ. These
22
values were then used in accordance with a table listing power values for analysis of variance.
The power values for the ANOVA and ANCOVA models used in this study are listed below in
Tables 7-9.
The effect size of each model was also determined by computing the value of η2. Eta
squared is a measure of the explained variation and is defined in the equation below [21].
SS B
η2 =
SS T
where SS B = ∑ ni (Yi − Y ) 2 and SS T = SS B + ∑ (ni − 1) S Y2i with Yi = the mean of group i, Y = the
23
Table 9 Range and Obstacle Climbing Power Parameters
Parameter Theoretical Obstacle Climbing Ability
Range Forward Backward
No Run-Up 0.5m Run-Up No Run-Up 0.5m Run-Up
Power .52 .53 .22 .40 .47
η2 .74 .76 .31 .54 .65
It is evident from Tables 7-9 that some of the models are low on calculated statistical
power. The normal procedure to increase power would be to increase the sample sizes.
However, this method is impractical for this study due to the costs of the EPWs. The average
cost of an EPW in this study was $7,132. In order to increase the sample size of each group by
one, it would cost approximately $35,660. However, the effect size of most of the models helps
to increase the power. For instance, η2 = .87 for static stability testing in the uphill direction in
the most stable configuration. This means that 87% of the variation is explained by the type of
EPW. The large effect sizes help make up for the power lost due to the limited sample sizes.
24
3.0 STATIC STABILITY
3.1 Background
Stability. The intention of this test is to provide basic information about the static tipping angle
of wheelchairs in both the most and least stable configurations. Each wheelchair is tested facing
The stability of a wheelchair depends largely on its footprint [22]. When a wheelchair is
positioned on a level surface, each wheel has a contact point with the surface. If these points are
connected with a continuous line, the footprint of the wheelchair is determined (see Figure 6). A
rider/wheelchair system remains within the footprint. The wheelbase of a wheelchair can be
determined by measuring the length from the front wheel point of contact to the rear wheel point
of contact. The width of the front wheels, from the outside edge to the outside edge was
measured. The width of the rear wheels was measured in the same manner. The seat height was
also measured. The cog of the rider/wheelchair system is affected by the height of the seat.
25
Figure 6 The Stability Footprint Created by a Wheelchair, W Represents the Track Width and L
Adjusting certain components can alter the static stability of a wheelchair. For instance,
increasing the angle of the backrest will shift the center of gravity of the user/wheelchair system
towards the rear wheel contact points. This will increase stability in the downhill direction, but
decrease stability in the uphill direction. Figure 7 shows the adjustable components on an EPW
26
A
B
C D
Figure 7 The Various Adjustable Components on an EPW That May Affect Static Stability. A is
the Backrest Angle, B is the Horizontal Seat Position, C is the Vertical Seat Position, D is the
Seat Angle, E is the Footrest Length, and F is the Horizontal Rear Wheel Position
model. A wheelchair becomes statically unstable when its cog passes beyond the boundary of its
footprint. A right triangle can be created with the hypotenuse defined by the rear wheel point of
contact (poc) and the cog (Figure 8). The corresponding angle, θ, represents the rearward
tipping angle of the wheelchair. Since tanθ = X/Y, θ can be solved for if the values of X and Y
are known. X is simply the horizontal distance from the poc of the rear wheel to the cog. This
value can be measured by determining the distance of the backrest from the poc of the rear wheel
and then adding the distance from the backrest to the cog. Y can be determined by adding the
seat height to the vertical distance of the cog from the seat. For instance, the Quickie P200 has a
seat height of 470mm and the backrest is 160mm in front of the rear wheel. The cog of the
dummy/wheelchair was estimated to be at the stomach area of the dummy (120mm above the
seat and 100mm in front of the backrest) [17]. Therefore, X= 260 and Y= 590. Since θ =
27
inv(tan)[260/590], θ = 23.8°. The forward and lateral tipping angles can be determined in a
similar fashion. Uphill tipping angles for all of the wheelchairs using this model are listed in the
results. Clinicians may utilize this simple method to estimate the static stability of different
wheelchairs and set-ups before deciding what wheelchair is best for a given consumer.
Wheelchair users may also use this method to determine how changing their own wheelchair will
Figure 8 Geometric Tipping Angle for Backward (i) and Forward (ii) Directions
3.2 Methodology
1.) All of the adjustable parts of the test wheelchair were set to the least stable configuration
for downhill stability. Table 10 lists the components and positioning for this test.
28
Table 10- Component Configurations for Downhill Stability
Adjustable Wheelchair Least Stable Configuration Most Stable Configuration
Component
Rear-wheel position Forward Back
Caster attachment to frame Back Forward
Seat position Forward Back
Seat position High Low
Seat-back position Forward Back
Seat-back position Upright Back
Seat position Upright Down
2.) A 100 kg ANSI/RESNA test dummy was then placed in the wheelchair seat.
3.) The wheelchair was positioned facing downhill with either straps or a block of wood used
to prevent it from rolling or sliding. A piece of printer paper (0.08 mm thick) was also
4.) The test plane was then inclined until the tipping angle was reached. This value was then
recorded. The tipping angle was reached when the piece of paper could be slid out from
5.) The test dummy was then removed from the wheelchair and the adjustable components
6.) Steps 2-4 were then repeated and the tipping angle was recorded.
29
Figure 9 An E&J Lancer 2000 being tested for downhill static stability
1.) All of the adjustable parts of the test wheelchair were set to the least stable configuration
2.) A 100 kg ANSI/RESNA test dummy was then placed in the wheelchair seat.
3.) The wheelchair was positioned facing uphill with either straps or a block of wood used to
30
prevent it from rolling or sliding. A piece of paper was also placed under the uphill
wheel.
4.) The test plane was then inclined until the tipping angle was reached. This value was then
recorded. The tipping angle was reached when the piece of paper could be slid out from
5.) The test dummy was then removed from the wheelchair and the adjustable components
6.) Steps 2-4 were then repeated and the tipping angle was recorded.
1.) All of the adjustable parts of the test wheelchair were set to the least stable configuration
31
Table 12 Component Configurations for Lateral Stability
Adjustable Wheelchair Least Stable Configuration Most Stable Configuration
Component
Rear-wheel position Narrowest Track Widest Track
Caster attachment to frame, Back Forward
fore-aft
Caster attachment to frame, Inside Outside
inside-outside
Seat position, fore-aft Forward Back
Seat-back position, vertical High Low
Seat position, tilt Upright Back
Seat-back position, recline Upright Back
2.) A 100 kg ANSI/RESNA test dummy was then placed in the wheelchair seat.
3.) The wheelchair was positioned facing sideways with either straps or a block of wood
used to prevent it from rolling or sliding. A piece of paper was also placed under the
uphill wheel.
4.) The test plane was then inclined until the tipping angle was reached. This value was then
recorded. The tipping angle was reached when the piece of paper could be slid out from
5.) The test dummy was then removed from the wheelchair and the adjustable components
6.) Steps 2-4 were then repeated and the tipping angle was recorded.
32
Figure 11 A Pride Jazzy being tested for lateral stability
1.) The length of each wheelchair was measured from the center of the front wheels to
2.) The width of each wheelchair was measured from the outer edge of the front wheels
Analysis of covariance (ANCOVA) with a significance level of p < .05 was used to test the
hypotheses. Although the data were not normally distributed, ANCOVA was used because the
sample sizes were equal, the error terms were independent, and the nonnormality was not
extreme. Several different ANCOVA models were developed to test the hypotheses. The static
33
stability of a wheelchair depends on its wheelbase and seat height dimensions. A wheelchair
with a low seat height and long wheelbase will be more stable than a wheelchair with a higher
seat height and shorter wheelbase. Therefore, wheelbase and seat height were used as covariates
when performing the analysis of covariance for static stability. Wheelbase length was used as a
covariate for all of the uphill and downhill tests. Wheelbase width was used for the lateral tests.
The Bonferoni method was used to perform post hoc analysis with α = .05 and p distributed
evenly among all tests. All statistical analyses were performed with SPSS.
3.3 Results
The results for static stability testing are listed in Table 13. The table shows the average
angle when each type of wheelchair tips completely over as well as the standard deviation.
34
Table 14 shows the differences between the experimental and the theoretical model
approach for the EPW’s in the most stable configuration for the uphill direction.
There were significant differences between the five different types of EPWs for all of the
static stability tests except for downhill stability in the least stable configuration and lateral
stability in the most and least stable configurations. The Permobil Chairman tipped at a
significantly larger angle than the Pride Jazzy when facing uphill in the most stable configuration
(p= .032). The Permobil Chairman also tipped at a significantly larger angle than the Quickie
P200, the Invacare Storm, and the Pride Jazzy when facing downhill in both the most (p= .001)
and least (p=.000) stable configurations. The E&J Lancer tipped at a significantly larger angle
than the Quickie P200, the Invacare Storm, and the Pride Jazzy when facing downhill in the least
35
3.4 Discussion
Static stability is one of the most important factors when determining wheelchair safety.
The Permobil Chairman is the most statically stable of the five types of wheelchairs. It recorded
the largest tipping angles on all of the tests in the most stable configuration. The Permobil
Chairman was the only front-wheel drive wheelchair tested. This would appear to give the
Permobil Chairman more stability when facing uphill, but less stability when facing downhill.
However, the placement of the seat over the center of the drive train and the low center of
gravity of the body contribute to making this wheelchair most stable under nearly all of the
conditions. The E&J Lancer and the Invacare Storm are both rear wheel drive wheelchairs.
These wheelchairs are equipped with antitip devices that increase the stability of the wheelchair.
Without these devices, the wheelchairs would tip over at a smaller angle. The Quickie P200 and
the Pride Jazzy are essentially mid-wheel drive wheelchairs. The Quickie P200 has casters in the
front and an additional set of wheels in the rear that are spring-loaded and contact the ground on
slopes above 6°. The Pride Jazzy has caster wheels in the back and spring-loaded wheels in the
The set-up of a wheelchair can also significantly affect the tipping angle. The results
show that the difference in the tipping angle between the most and least stable configurations of
a wheelchair can range anywhere from 2° to 14°. Kirby et al reported that adding loads to
different positions on a wheelchair will affect the rear and forward stability [23]. The best
location to place loads without significantly reducing stability is in the lap or the lower anterior
36
portion of the wheelchair. Another study by Majaess et al suggests that the position of the seat
also has a significant effect on static and dynamic forward and rear stability [24]. Moving the
seat will alter the location of the center of gravity. For instance, moving the seat back will push
the cog closer to the edge of the wheelchair’s footprint created by the rear wheel. The
wheelchair will then tend to tip when facing uphill at a smaller angle than before. The tipping
and consumers. Some people may want the ability to adjust the stability of their wheelchair for
different conditions. The Pride Jazzy has very few adjustments and there is little difference
between the most and least stable configurations. Most of the other wheelchairs, however,
A simple geometric model can be used to estimate static stability. The track width,
wheelbase, seat height, and user dimensions are the only measurements necessary to estimate
static stability. This information can be helpful when selecting the right wheelchair and to
determine how stable certain set-ups will be. The geometric tipping results compared very
favorably to the experimental results. Most of the tipping angles were within 2º of each other.
The sole exception was the Jazzy wheelchair. The theoretical tipping angle differed from the
experimental angle by 5.4°. The reason for this difference is that the Jazzy has a simple
suspension system. When the wheelchair is tested in the uphill direction, it rocks backwards on
springs and therefore reduces the tipping angle. The suspension system was not accounted for in
37
Static Stability (Most Stable Configuration)
40
15 Lateral
10
5
0
y
J
il
zz
E&
ob
or
P2
Ja
rm
St
Pe
Type of EPW
35
Average Tipping Angle (degrees)
30
25
20 Downhill
Uphill
15 Lateral
10
5
0
E&J P200 Storm Jazzy Permobil
Type of EPW
38
Figures 12 and 13 show that for all of the EPWs, the lateral direction had the smallest
tipping angles, except for the Jazzy in the uphill direction in the least stable configuration.
Lateral stability is just as important as uphill and downhill stability. Many EPW users do not
traverse hills or slopes in a straight up and down direction. Antitip devices are also not as readily
available to help prevent lateral tipping as they are for the front and back of wheelchairs. It also
evident from the graphs that both the mid-wheel drive and front-wheel drive wheelchairs were
more stable in the uphill than the downhill direction. This makes sense since the center of
gravity of the wheelchair and the rider is positioned towards the front of the wheelchair.
Interestingly, while the E&J was considerably more stable in the downhill direction, the other
two rear-wheel wheelchairs did not have a large difference between the uphill and downhill
directions. This similarity in stability can be attributed to the antitip devices. The results from
this section demonstrate that the static tipping angles of the EPWs studied should provide enough
of a safety factor for most users. None of the wheelchairs tipped below a value of 15º for any of
the tests.
The ANSI/RESNA standard for determining static stability is an effective tool for
comparing the stability of different EPWs, as well as calculating the change in stability of a
specific wheelchair by altering the configuration. EPW users can compare the stability of
different wheelchairs to help to determine which device will benefit them best. Having data
available on the range of tipping when altering the original set-up will also provide valuable
information on how the positioning of different components will affect overall stability.
39
4.0 DYNAMIC STABILITY
4.1 Background
Stability of Electric Wheelchairs. This test is intended to determine the stability of a power
wheelchair when it is driven up and down inclined planes of varying degrees. The wheelchair is
driven at maximum speed on slopes of 0º, 3º, 6º, and 10º. Forward downhill braking, backward
downhill braking, and forward uphill braking are performed on the slopes. The stability of the
Dynamic and static stability are the most important factors to consider when determining the
safety of a wheelchair. The majority of wheelchair accidents are classified as tips or falls.
Calculating the dynamic stability of an EPW can help determine the maximum slope that a user
should attempt to negotiate and the maneuvers that can be performed on a given slope.
Past studies have demonstrated that the dynamic stability of an EPW depends extensively
on the slope of the riding surface [15]. The information obtained from performing dynamic stability
tests is also very different from the static stability testing. Speed, acceleration, and deceleration all
influence the dynamic stability of an EPW. Similar to static stability, the location of the overall cog
is very important. Front and mid-wheel drive wheelchairs are usually more stable in the uphill
direction than in the downhill direction. The opposite holds true for most rear-wheel drive
wheelchairs. Many different factors can combine to affect the dynamic stability of a wheelchair and
40
performing the standard testing is the best way to compare these factors and their effects on different
wheelchairs.
4.2 Methodology
1.) The wheelchair seat was set to its maximum allowable height.
3.) A human driver was used to perform the testing. Weights were added as necessary in
4.) The antitip devices were set in their shortest and highest positions.
5.) The performance of each wheelchair was rated according to the scale shown in Table 16.
41
6.) The wheelchair, with the test driver in it, was then placed on a level test plane.
7.) From a stationary start, the controls were operated to give maximum acceleration in the
8.) Step #7 was then repeated on slopes of 3°, 6°, and 10° with the wheelchair facing uphill.
9.) The wheelchair was then run at maximum speed on the level test plane.
10.) Braking was initiated by releasing the joystick and the dynamic response of the
11.) Steps #9-10 were repeated, but braking was initiated by putting the joystick in
reverse.
12.) Steps #9-10 were repeated again, but braking was initiated by turning the wheelchair
power off.
13.) Steps #9-12 were repeated on slopes of 3°, 6°, and 10° with the wheelchair traveling
14.) Steps #9-13 were then repeated with the wheelchair traveling at maximum speed
1.) The backrest angle of the wheelchair was set to the most upright position.
2.) The leg rest angle of the wheelchair was set to the maximum elevation.
5.) A human driver was used to perform the testing. Weights were added as necessary in
42
order to bring the overall mass to 100kg.
7.) Braking was initiated by releasing the joystick and the dynamic response of the
8.) Steps #6-7 were repeated, but braking was initiated by putting the joystick in reverse.
9.) Steps #6-7 were repeated again, but braking was initiated by turning the wheelchair
power off.
10.) The wheelchair is run at maximum speed down a 3° slope onto a horizontal test plane.
11.) The dynamic response of the wheelchair was scored according to table 17.
1.) The backrest angle of the wheelchair was set to the most upright position.
2.) The leg rest angle of the wheelchair was set as close as possible to 120°.
4.) A human driver was used to perform the testing. Weights were added as necessary in
6.) The wheelchair was turned to the left with maximum acceleration until it was facing
uphill.
7.) The dynamic response of the wheelchair was scored according to table 17.
43
4.2.4 Statistical Analysis
The Kruskal-Wallis one-way analysis of variance by ranks test was used to determine
dynamic stability differences between the five groups. A non-parametric test was used because
the data in this section were non-metric. The Mann-Whitney U test was then employed to
perform pairwise comparisons of the different groups when a significant difference was found.
For each test, α = 0.05. All statistical testing was performed using SPSS.
4.3 Results
44
Table 18 Dynamic Stability Scores on 3° Test Slope
WC Forward Uphill Forward Downhill Backward Downhill Turning
Start Rel. Rev. Off Rel. Rev. Off Rel. Rev. Off Turn Slope
EJ #1 4 4 4 4 4 4 4 4 4 3 4 4
EJ #2 4 4 4 4 4 4 4 4 4 2 4 4
EJ #3 4 4 4 4 4 4 4 4 4 3 4 4
Q #1 2 4 4 4 4 4 4 2 2 2 4 4
Q #2 2 4 4 4 4 4 4 2 2 2 4 4
Q #3 2 4 4 4 4 4 4 2 2 2 4 4
A #1 2 4 4 4 4 4 4 2 2 2 4 4
A #2 2 4 4 4 4 4 4 2 2 2 4 4
A #3 1 4 4 4 4 4 4 1 1 1 4 4
J #1 4 4 4 4 4 4 3 4 4 4 4 4
J #2 4 4 4 3 4 4 3 4 4 4 4 4
J #3 4 4 4 3 4 4 3 4 4 4 4 4
P#1 4 4 4 3 3 3 4 4 4 4 4 4
P#2 4 4 4 3 4 4 3 4 4 4 4 4
P#3 4 4 4 4 4 3 3 4 4 4 4 4
45
Table 20 Dynamic Stability Scores on 10° Test Slope
WC Forward Uphill Forward Downhill Backward Downhill Turning
Start Rel. Rev. Off Rel. Rev. Off Rel. Rev. Off Turn Slope
EJ #1 4 4 4 4 4 4 4 4 3 3 4 4
EJ #2 4 4 4 4 4 4 4 4 3 2 4 4
EJ #3 4 4 4 4 4 4 4 4 2 2 4 4
Q #1 1 1 1 1 4 4 4 1 1 1 4 4
Q #2 1 1 1 1 4 4 4 1 1 1 4 4
Q #3 1 1 1 1 4 4 4 1 1 1 4 4
A #1 1 1 1 1 4 4 4 1 1 1 4 4
A #2 1 1 1 1 4 4 4 1 1 1 4 4
A #3 1 1 1 1 4 4 4 1 1 1 4 4
J #1 4 4 4 4 2 2 2 4 4 4 4 4
J #2 4 4 4 3 2 2 2 4 4 4 4 4
J #3 4 4 4 3 2 2 2 4 4 4 4 4
P#1 4 4 4 3 3 3 3 4 4 4 4 4
P#2 4 4 3 3 3 3 3 4 4 4 4 4
P#3 4 4 4 4 3 3 3 4 4 4 4 4
There were significant differences found between the wheelchairs when starting forward
on a level surface. Differences were also found when braking while traveling backwards on a
level slope by reversing the direction of the joystick and turning off power to the joystick.
Significant differences were also found when braking while traveling backwards on a 3° slope
using all three methods, as well as when starting forward when facing uphill. There were also
significant differences when braking while traveling downhill using all three methods. Results
from the testing on a 6° slope showed significant differences when braking while traveling
backwards using all three methods. There were also significant differences when starting
forward while facing uphill as well as braking while traveling forward downhill using all three
methods. There were significant differences between the wheelchairs for all of the tests
46
The Quickie P200 and the Invacare Storm were significantly less stable than the
other three wheelchairs under the following conditions: starting forwards uphill on a 3°,
6°, and 10° slope, reversing the joystick while traveling backwards on level surface,
releasing and reversing the joystick while traveling backwards down a 3°, 6°, and 10°
slope, releasing and reversing the joystick and turning off power while traveling forwards
up a 10° slope, and turning off the power when traveling backwards down a 10° slope.
The Quickie P200 was significantly less stable than the E&J Lancer, the Pride Jazzy, and
the Permobil Chairman when starting forward on a level surface. The Pride Jazzy and
Permobil Chairman were significantly less stable than the three other wheelchairs when
braking while traveling forwards down a 10° slope by releasing and reversing the
joystick, and turning off the power. They were significantly more stable than the Quickie
P200 and Invacare Storm when turning off the power while traveling backwards on a
level surface as well as a 3° and 6° slope. The Pride Jazzy was significantly less stable
than the E&J Lancer 2000, the Quickie P200, and the Invacare Storm when releasing the
joystick, reversing the joystick, and turning off the power while traveling forwards down
a 6° slope. The Pride Jazzy was also less stable than the Quickie P200 when braking
while traveling forward down a 3° slope by using all three braking methods. The Pride
Jazzy was also less stable than the E&J Lancer when braking while traveling forward
downhill by turning off the power on a 3° slope. The E&J Lancer 2000 was significantly
less stable than the Permobil Chairman and the Pride Jazzy when reversing the joystick
and turning off the power while traveling backwards down a 10° slope, as well as braking
while traveling backwards down a 3° and 6° slope by turning off the power. The
Permobil Chairman was significantly less stable than the E&J Lancer, Quickie P200, and
47
the Invacare Storm when braking while traveling forward downhill by reversing the
joystick on a 6° slope.
4.4 Discussion
Dynamic stability testing is necessary to insure the safety of wheelchair users on inclined
surfaces. Different braking conditions can affect the rate of deceleration of a wheelchair
and influence stability. For instance, when the joystick is released, a wheelchair will
come to a gradual stop because the motors have disengaged. However, if power to the
joystick is cut off, then the electromechanical brakes will engage and the wheelchair will
The Quickie P200 and the Invacare Storm had the lowest stability scores when
braking while traveling backwards downhill on all of the test slopes. They were also less
stable than the other wheelchairs when starting forwards on an uphill slope. However,
the Permobil Chairman and the Pride Jazzy both showed instability when braking while
traveling forwards on a downhill slope. The tendency from these results suggests that the
front and mid-wheel drive wheelchairs are less stable during dynamic braking on a
downhill slope. This is an important issue for users to consider. Areas with numerous
hills and slopes present stability problems for wheelchair users. With many wheelchair
accidents being attributed to tips and falls, it is critical for clinicians and consumers to
48
Average Dynamic Stability Scores of All
EPWs
4.5
4
3.5
Stability Score
3 Starting
2.5 Uphill Release
2 Uphill Reverse
1.5 Uphill Pow er Off
1
0.5
0
0 3 6 10
Slope (degrees)
Figure 14 Stability Scores- Each Data Point Equals Average of all EPWs for Given Stability
Condition
4.5
4
3.5
Backward Release
Stability Score
3 Backward Reverse
2.5 Backward Power Off
2 Downhill Release
1.5 Downhill Reverse
Downhill Power Off
1
0.5
0
0 3 6 10
Slope (degrees)
Figure 15 Stability Scores Contd.- Each Data Point Equals Average of all EPWs for Given
Stability Condition
49
Figures 14 and 15 illustrate that the average dynamic stability scores for the EPWs in this
study decrease as the angle of the test slope increases. The average score for all conditions drops
below three on a 10º slope. This means that there is some degree of tipping for every test on the
10º slope. The change in stability between 3º and 6º is much less than the change in stability
between 6º and 10º. However, none of the EPWs tipped completely on either the 6º or 10 º
slopes. The backward stopping conditions produced the most unstable results on all slopes.
These results highlight the effectiveness of antitip devices. The Permobil was the only EPW
without any antitip devices. The limited maximum speed and considerable mass of the
powerbase help prevent the Permobil from tipping. The results from this section demonstrate
that the maximum forward and backward speeds and the use of antitip devices are significant
Since most EPW accidents and injuries result from some type of tip or fall, dynamic
stability is an important factor that should be assessed when evaluating EPWs. Section 2 of the
different braking conditions on different slopes [14]. The results show that dynamic stability is
not only a function of the type of wheelchair (front, mid, or rear-wheel drive) but also the angle
of the driving surface. One area that the standard appears to be lacking in is the ability to
measure lateral dynamic stability. EPWs become very unstable when driven downhill and then
turned sharply. Additional tests could be incorporated into the standard that account for dynamic
turning, as well as performing the current tests while driving downhill at a skewed angle. The
maximum speed and turning radius are also crucial factors that affect lateral dynamic stability.
The faster a wheelchair drives and the tighter the turning radius, the greater the chance that it
50
may tip when attempting to turn on a slope. The more data there is available on different
dynamic stability conditions, the more educated people will be on the limitations of
specific wheelchairs.
51
5.0 EFFECTIVENESS OF BRAKES
5.1 Background
Section 3 of the ANSI/RESNA Wheelchair Standards is the Test Methods and Requirements
for the Effectiveness of Brakes. This test is intended to determine the braking distance of a power
wheelchair. Three different braking conditions are used on four different slopes in order to
It is important for an EPW user to know the braking distance of his or her wheelchair under
different conditions. The speed of the wheelchair and the slope of the surface are both integral
factors in the braking ability of an EPW. The braking method also has an effect on the stopping
distance. Releasing the joystick allows the motors to ramp down and usually creates the longest
stopping distance. When power to the joystick is cut and the electromechanical brakes engage, the
5.2 Methodology
1.) The user accessible speed control was set to its maximum value.
2.) A human driver was used to perform the testing. Weights were added as necessary in
52
3.) The wheelchair was driven forward at maximum speed on a level test plane and braking
4.) The braking distance of the wheelchair was measured and recorded. The braking
distance is defined as the distance traveled by the wheelchair between initiating the
6.) Steps #3-5 were repeated with the wheelchair traveling backwards on the level test plane.
7.) Steps #3-6 were repeated on 3°, 6°, and 10° slopes.
8.) Steps #3-6 were repeated with braking initiated by reversing the direction of the joystick.
9.) Steps #3-6 were repeated with braking initiated by turning the wheelchair power off.
Analysis of covariance (ANCOVA) with a significance level of p < .05 was used
to test the hypotheses. Although the data were not normally distributed, ANCOVA was used
because the sample sizes were equal, the error terms were independent, and the nonnormality
was not extreme. Two different ANCOVA models were developed to test the hypotheses.
Speed is a significant factor that will affect the braking distance of a wheelchair. The faster a
wheelchair can be driven, the longer the braking distance will be. Wheelchair speed was
therefore used as a covariate when analyzing the braking distances of the wheelchairs. The
Bonferoni method was used to perform post hoc analysis with α = .05 and p distributed evenly
among the tests. All statistical analyses were performed with SPSS.
53
5.3 Results
54
Table 23 Braking Distances on 6° Test Slope
WC Forward Braking (mm) Backward Braking (mm)
Rel. Rev. Off Rel. Rev. Off
EJ #1 2630.0 2330.0 2213.3 1250.0 726.7 493.3
EJ #2 2794.0 2298.7 2167.5 1316.6 778.9 503.8
EJ #3 2662.8 2641.6 2497.7 1384.3 876.3 656.2
Q #1 4144.0 3813.3 4250.0 2345.3 1964.3 2108.2
Q #2 2696.6 2366.4 3509.4 1816.1 1502.8 1473.2
Q #3 1842.0 2582.3 3390.9 1621.4 1282.7 1384.3
A #1 2904.1 2802.5 2705.1 499.5 186.3 93.1
A #2 3136.3 2805.2 2660.5 793.9 681.8 616.8
A #3 3505.2 2777.1 2612.0 825.5 732.4 647.7
J #1 1291.2 1100.7 1100.7 800.1 512.2 482.6
J #2 1265.8 1104.9 1109.1 783.2 588.4 533.4
J #3 1282.7 1024.5 1003.3 766.2 563.0 461.4
P#1 1172.6 880.5 1248.8 651.9 427.6 571.5
P#2 1006.7 943.3 1080.0 490.0 293.3 380.0
P#3 1270.0 1016.0 1536.7 609.6 368.3 461.4
There were significant differences between the five different types of EPWs for all of the
effectiveness of brakes conditions. The E&J Lancer 2000, the Quickie P200, and the Invacare
Storm had significantly longer braking distances than the other two chairs under the following
conditions: releasing (p= .002), reversing the joystick (p= .000) while traveling forwards down a
55
6° slope, and releasing the joystick (p= .000) while traveling forwards down a 3° slope. The
Quickie P200 had a significantly longer braking distance than the other four wheelchairs under
the following conditions: releasing (p= .000) and reversing (p= .000) the joystick and turning off
the power (p= .000) while traveling backwards on a level surface and down a 3°, 6°, and 10°
slope, and turning off the power (p= .000) while traveling forwards down a 6° slope. The
Quickie P200 also had a significantly longer braking distance than the Pride Jazzy and Permobil
Chairman when releasing (p= .003) and reversing (p= .009) the joystick and turning off the
power (p= .001) while traveling forwards on a level surface, and turning off the power (p= .001)
while traveling forwards down a 3° slope, as well as turning off the power (p= .000) while
traveling forwards down a 6° slope. The Pride Jazzy and Permobil Chairman had significantly
shorter braking distances than the Invacare Storm when releasing the joystick (p= .000,.002)
while traveling forwards on a level surface and down a 3° and 6° slope, and turning off the
power (p= .000,.000) when traveling forwards down a 6° and 10° slope. The Permobil Chairman
had a significantly shorter braking distance than the E&J Lancer and the Quickie P200 when
reversing the joystick (p= .006) while traveling forwards down a 3° slope.
The Quickie P200 had the longest braking distances for most of the tests. Conversely,
the Permobil Chairman and Pride Jazzy regularly had the shortest stopping distances. These
results correspond with the top speeds of each wheelchair. The Quickie P200 and Invacare
Storm were the fastest wheelchairs with average top speeds of 3.19m/s and 2.67m/s on a level
surface. The Pride Jazzy and Permobil Chairman had average top speeds of 1.84m/s and
1.87m/s, respectively, and the E&J Lancer had an average top speed of 2.32m/s on a level
surface
56
5.4 Discussion
The braking distance of a wheelchair can vary depending on its speed, the slope of the
stopping surface and the method of braking. A wheelchair with a long braking distance may be
harder to control when braking. Consumers must also be conscious of the fact that braking
distances can be greatly increased by a downhill slope. The average braking distance of the E&J
Lancer 2000 when turning off power to the joystick while traveling forwards downhill on a 10°
slope is over six times the distance by braking the same way on a level surface. Wheelchair
users should know how their wheelchair will perform under extreme conditions in order to
prevent serious accidents. The maximum speed of a wheelchair also affects the stopping
distance. This is an important factor for clinicians to consider when recommending what
limitations should be placed on speed. All of the wheelchairs in this study have adjustable
maximum speeds. The factory settings were used for this study.
The results from this study can also be compared to the results of the National
Rehabilitation Hospital study conducted in 1993 [15]. The E&J Lancer, the Invacare Action XT,
and the Permobil Max 90 were tested along with seven other EPW’s. The braking distances
have decreased for most of the wheelchairs since 1993. Table 25 compares the braking distances
57
Table 25 Braking Distances of EPWs Compared to NRH Study
WC Speed (m/s) Forward (mm) Backward (mm) Downhill* (mm)
For. Rev. Downhill* Rel. Rev. Rel. Rev. Rel. Rev.
E&J Lancer 2.32 1.00 2.99 1707 1248 717 440 2696 2423
2000
E&J Lancer1 2.4 1.6 3.1 2000 1700 1200 900 3500 2800
Invacare 2.67 1.29 3.40 2355 1383 378 250 3182 2795
Action Storm
Invacare 2.4 1.5 3.2 2300 1700 1000 500 4100 2800
Action
Arrow1
Permobil 1.87 0.85 2.06 1076 922 401 301 1150 947
Chairman
Permobil Max 1.7 0.8 2.2 1100 900 500 400 1000 800
901
* Denotes that NRH study used 5º slope and this study used 6º slope
1
Denotes EPW from National Rehabilitation Hospital Study
4500
Average Braking Distance (mm)
4000
3500
3000
Release
2500
Reverse
2000
Ppow re Off
1500
1000
500
0
0 3 6 10
Slope (degrees)
Figure 16 Braking Distance- Each Data Point Equals Average Forward Stopping
Distance of All EPWs for Given Braking Method
58
Average Backward Braking Distances of All EPWs
1400
1000
Release
800
Reverse
600
Pow er Off
400
200
0
0 3 6 10
Slope (degrees)
Figure 17 Braking Distance- Each Data Point Equals Average Backward Stopping
Distance of All EPWs for Given Braking Method
Figures 16 and 17 demonstrate that the average braking distance of the EPWs increase as
the degree of the test slope increases. Linear regression analysis performed on each braking
condition for each slope shows that there is a positive upward trend for braking distance and
slope (α = .05). Table 26 lists the R2 values and significance levels for these tests.
It should also be noted that while braking by turning off the power produced the shortest
stopping distances on both the 3° and 6° slopes, this method of braking produced the longest
stopping distances on the 10° slope. This is because of excessive sliding on the steeper slopes.
When the power was killed and the elcetromechanical brakes engaged on a steep slope, the
59
sudden deceleration caused most of the EPWs to continue sliding. The results of this testing
shows that speed, braking method, slope, and surface conditions are all significant factors in the
60
6.0 ENERGY CONSUMPTION/THEORETICAL RANGE
6.1 Background
Consumption of Electric Wheelchairs and Scooters- Theoretical Range. The intention of this test
is to determine the theoretical range of a power wheelchair on a full battery charge. All of the
wheelchairs in this study run on a 24-volt system. Two 12-volt batteries are connected in series
Wheelchairs use deep cycle batteries to power the motors that run them. A deep cycle
battery is one that is designed to supply large amounts of energy over a lengthy period of time.
The battery can then be recharged and drained over and over again. Most automobiles, on the
other hand, utilize starting batteries. These batteries are designed to deliver high but short bursts
of energy. They are not capable of being fully discharged and then continuously recharged.
Most EPW’s run on one of three different types of batteries, group 22, 24, or 27. The
larger the group, the more energy the battery can store. All of the EPW’s in this study used
group 24 batteries. The two main factors to consider when choosing a battery are amp-hours and
cycle life. Amp-hours refer to the total energy that a battery can supply at a constant rate of
discharge over a given period of time, usually twenty hours, before the charge drops to 10.5
volts. For instance, a 100Ah battery can supply a current of 5 amps for 20 hours before it is
considered dead. Life cycle refers to how many times a battery can be fully discharged and then
61
recharged before needing replaced. This is extremely important because wheelchair batteries
function best on a full charge. Many users charge their batteries every night. Most EPW users
find that typical battery life is about 9-14 months or around 365 cycles [25].
The range of an EPW is dependent upon many different variables. The total wheelchair
and user weight, average speed, slope of the terrain, amount of starting, stopping, and turning,
driving surface, weather, and driving style are a few of these variables. It is vital for EPW users
to have an idea of how far their wheelchair can travel on a single charge, otherwise, they risk
theoretical range of a wheelchair by measuring the current drain on the battery over a given
distance. This value is then added to an equation that accounts for the energy capacity of the
battery and determines what the maximum range of the wheelchair should be under the stated
test conditions.
6.2 Methodology
1.) The wheelchair was conditioned at a temperature between 18°C and 25°C for not less
then 8 hours.
3.) A watt-hour meter was attached to the wheelchair in order to measure the electric charge
62
4.) A human driver was used to perform the testing. Weights were added as necessary in
5.) The wheelchair was driven around the test track ten times to warm up the drive system.
6.) The wheelchair was driven around the test track at the maximum speed possible while
staying within the confines of the track. The wheelchair was driven ten times in a
clockwise direction and ten times in a counter-clockwise direction, starting and stopping
7.) The electric charge ampere-hours used by the wheelchair was recorded.
8.) The theoretical range of the wheelchair was then determined by using the following
formula:
C*D
R= (1)
E *1000
Where
All of the batteries used for the energy consumption test had a 60 amp-hour rating. The total
63
Figure 18 The Watt-Hour Device Used to Measure the Amp-Hour Drain on the Wheelchair
Battery
Analysis of variance (ANOVA) with a significance level of p < .05 was used to test the
hypotheses. The data were fairly normally distributed and independent. The Bonferoni method
was used to perform post hoc analysis with α = .05. All statistical analyses were performed with
SPSS.
64
6.3 Results
The results for energy consumption testing are listed below in Table 27.
Equation (1) is shown again below, with the values obtained for EJ #1 inserted for
the test variables. All of the theoretical ranges were determined with this method.
60 Ah *1090m
R= = 29.7km
2.2 Ah *1000
There was a significant difference between the theoretical range of the Quickie P200 and
the Permobil Chairman. There were no other significant differences between any of the EPW’s.
65
6.4 Discussion
This testing was performed under ideal conditions. The temperature was approximately
22ºC, the test track was smooth and level, and all of the tires were inflated to their maximum
values. Since the only variables involved in this testing were total mass of the rider/wheelchair
system and speed, it is reasonable that the theoretical ranges of all of the wheelchairs were within
10 km of each other. In this case, the overall mass had a greater effect on the range then the
speed. Due to the size of the test track, maximum speed was only attained briefly before a 90º
turn was encountered. The average theoretical range of each model corresponds to the average
mass. The Quickie P200 the largest average theoretical range at 32.3 km. The average mass of
the three Quickies was 92.3 kg. The E&J Lancer, Invacare Action, and Pride Jazzy were next
with calculated ranges of 29.7 km, 28.1 km, and 28.9 km respectively. The average masses of
these wheelchairs were 111 kg, 116 kg, and 110 kg. The wheelchair model with the lowest range
was the Permobil Chairman with an average of 25.9 km. The Permobil is the heaviest of the five
models having an average mass of 123 kg. Overall mass is the main reason that the Quickie
Cooper et al performed a study to estimate the range for seven different EPWs by testing
them on an ISO two-drum test machine, a motor driven treadmill, and around a tennis court [26].
The results showed that the range estimates obtained from the two-drum test were significantly
different from those of the tennis court and treadmill. Simple relationships were found between
all measured variables on the treadmill and tennis court test. The predicted range at maximum
66
The batteries used during this study were all gel cell lead acid batteries. These batteries
contain a mixture of sulfuric acid, fumed silica, pure water, and phosphoric acid, which forms a
gel pathway between plates. The advantage of these batteries is that they require no
maintenance, they do not leak, discharge very low levels of gas when charging, have a
reasonably long cycle life, and are approved for airline travel. They are however, heavier and
more expensive than typical wet lead acid batteries and have about 10 to 20% less capacity. A
study by Kauzlarich et al compared the performance of gel cell lead acid, wet cell lead acid,
nickel cadmium, and nickel zinc batteries [27]. They found that the wet cell lead acid battery
offered the best performance and lowest cost. However, this study was conducted in 1983 and
Advances in battery technology may soon lead to smaller batteries that can hold greater
charges. AGM batteries have absorbent glass mat placed between the plates. These batteries are
more resistant to shocks and vibration than normal batteries and usually have lower self-
discharge rates [28]. Current research has also focused on the development of nickel metal
hydride (NIMH) and lithium (Li) based batteries. NIMH batteries are maintenance free and have
energy densities 2-3 times that of lead acid batteries [25]. Lithium batteries also have extremely
high power densities and require little or no maintenance. Nickel Cadmium batteries have long
cycle lives at high rates of discharge, but are considerably more expensive than current options.
The future of wheelchair battery technology is dependent upon size, energy density, cycle
life, and perhaps most importantly cost. The ability to use a small battery with extended energy
output and life could change the way EPW’s are designed. Currently, batteries account for
67
anywhere from 20 to 50% of the total weight of an EPW. Reducing the weight of batteries
would increase driving range considerably. Also, spare batteries could be carried with the user
for emergency situations. Right now, this is impractical due to the size of lead acid batteries.
However, smaller battery sizes may also discharge batteries deeper and reduce their life cycles
significantly.
used EPWs as their primary means of mobility [29]. The study recorded the speed, distance
traveled, and driving time of each subject for 24 hours over 5 days. The results showed that the
EPW users were most active during the afternoon and evening and there was little variation in
the speed or distance driven per day. The maximum theoretic distance that an EPW user would
travel was determined to be less than 8 km per day. This value was determined by summing the
maximum distance traveled each hour of the day by any subject within the study. The result
yielded a maximum of 7970 m for a day. This value is approximately 29% of the average
theoretical distance determined by this study. These numbers indicate that current battery
capacity is sufficient for most EPW users. In fact, battery capacities may be larger than
necessary and reductions in the mass and size of wheelchair batteries may be warranted.
However, the effect on wheelchair stability must be considered when attempting to reduce
battery weight. Since batteries account for between 20-50% of the total mass of EPWS, and are
usually situated low and towards the center of the wheelchair, reducing their weight may
significantly reduce both static and dynamic stability. Safety must be considered foremost when
68
7.0 OVERALL DIMENSIONS
7.1 Background
dimensions, mass, and turning space. The intention of this test is to determine the length, width,
height, mass, and turning ability of wheelchairs. The overall dimensions are important factors to
consider when selecting a wheelchair. Users must determine whether the wheelchair will fit in their
home, work space, and automobile. Turning radius and turn around width are also important.
Wheelchairs that make tighter turns are able to get into and out of smaller spaces. Overall mass is
another important variable. Most EPW’s weigh well over one hundred pounds. Batteries can weigh
as much as fifty pounds apiece. Ramps and other structures must be strong enough to hold the
combined weight of the wheelchair and user. Aides and other people must also be able to lift the
wheelchair in and out of vehicles if the user travels frequently. Although these measurements are
7.2 Methodology
1.) The overall length of the wheelchair was measured with the footrest set 50mm above the
test plane and the caster wheels in the forward running position.
69
2.) The footrest was then removed and the overall length of the wheelchair was measured
4.) The backrest was set to the vertical position and the height of the wheelchair was
7.2.2 Mass
1.) The mass of the wheelchair and its accessories was determined using the scale.
1.) The radius of the smallest circle inside which the wheelchair could be turned 360° was
determined.
2.) The minimum width of a corridor in which the wheelchair could be turned 180° by using
7.3 Results
The results for determination of overall dimensions, mass, and turning space are shown in
70
Table 28 Overall Dimensions and Mass
WC Length Length Width Height Mass
(mm) w/o Footrest (mm) (mm) (mm) (kg)
EJ #1 1040 750 630 915 111
EJ #2 1055 790 630 925 111
EJ #3 1075 790 630 960 111
Q #1 1030 845 595 900 92
Q #2 1065 845 570 890 93
Q #3 1055 845 610 870 92
A #1 1115 850 630 960 117
A #2 1095 850 630 770 117
A #3 1150 850 635 975 116
J #1 940 890 700 885 110
J #2 925 890 695 875 110
J #3 1005 890 690 880 110
P#1 955 830 640 1110 123
P#2 1075 830 645 1100 123
P#3 1110 830 650 1140 123
71
7.4 Discussion
The overall dimensions of the EPW’s fall within a small range of each other. An
important factor to note is that the overall length of many of the wheelchairs can be reduced by
removing or folding the footrests. Users often remove the footrests in order to maneuver more
easily in their homes or workspaces. However, a study by Cooper et al showed that removing
the footrests could result in more serious injuries during accidents [16].
The turning radius and turn around width are two of the most important tests associated
with this section. Mid-wheel drive wheelchairs such as the Pride Jazzy provide excellent turning
because the point of rotation is located in the middle of the wheelchair. The Pride Jazzy
wheelchairs had the lowest average turning radius at 561 mm. The Permobil Chairman was next
with an average turning radius of 690.7 mm. The Permobil Chairman is a front wheel drive
wheelchair. The Lancer, P200, and Action wheelchairs are all rear wheel drive. The Americans
for Disability Act of 1991 set specific guidelines for the construction of new public buildings
[30]. The regulations call for a minimum wheelchair turning space of 1525 mm in order to make
a 180º turn. The Jazzy and Permobil wheelchairs are the only two models that have turning
diameters under 1525 mm. The Lancer, P200, and Storm all have turning diameters greater than
1525mm. Most individuals do not have the finances or ability to reconstruct their homes to fully
accommodate an EPW. The turning radius of a wheelchair can make a big difference when it
comes to maneuvering through hallways and in crowded rooms. Individuals who primarily use
their wheelchairs at home or in the office can benefit greatly from mid and front wheel drive
devices. Not only is less space needed for turning, but positioning the user over the front of the
72
wheelchair also provides a better perspective for the driver. This reduces the chances that
the driver will bump into walls or furniture with their wheelchair.
Most EPWs have an overall mass greater than 100 kg. The P200 was the only
wheelchair in this study with a mass under 100 kg. Because of the weight of the batteries
and the type and size of the metal used for the frame, EPWs can be excessively heavy.
This limits the resources available to EPW users with respect to transportation. Many
manual wheelchair users can simply take the wheels off of their chair and lift all of the
components into an automobile. A study conducted by Mital found that the maximum
acceptable dynamic lift for loading a wheelchair into a trunk was 21 kg [31]. Therefore,
EPW users must use vans or buses with ramps or lifts to travel. This presents an entirely
different safety issue. Bertocci et al used computer simulation to identify the magnitude,
direction, and location of the loads that a wheelchair may experience during an
automobile accident [32]. The results showed that different securement systems could
have a significant affect on the loads experienced by the wheelchair and rider. It was also
discovered that the yield strength of some wheelchair components were exceeded during
dimensions and turning abilities of different wheelchairs. Turning radius and turn around
width are of particular interest to individuals with confined spaces. Most EPW users
desire a wheelchair with the smallest possible dimensions and the smallest turning radius.
Section 5 is an effective platform for determining and comparing these values between
different wheelchairs.
73
8.0 MAXIMUM SPEED, ACCELERATION, AND RETARDATION
8.1 Background
Acceleration, and Retardation of Electric Wheelchairs. The intention of this test is to determine the
maximum speed of the wheelchair as well as its maximum and average accelerations and
retardations.
Most EPWs have adjustable speed and acceleration settings. A programmer can be used by
the manufacturer or a clinician to adjust the value of the forward and backward maximum speed,
overall and turning accelerations, and deceleration. EPWs coming from the manufacturer are usually
set at mid-level default values. That was the case with all of the wheelchairs used in this study.
8.2 Methodology
1.) Any user accessible controls that influence the maximum speed, rate of acceleration,
2.) A human driver was used to perform the testing. Weights were added as necessary in
3.) The wheelchair was driven at maximum speed on a level test plane.
74
4.) Braking was initiated by releasing the joystick.
5.) The maximum speed, overall acceleration and retardation, and maximum acceleration
7.) Steps #3-6 were repeated, but braking was initiated by reversing the direction of the
joystick.
8.) Steps #3-6 were repeated again, but braking was initiated by turning the wheelchair
power off.
9.) The wheelchair was run at maximum speed down the 3° test plane and then down the 6°
test plane.
12.) The wheelchair was then run at maximum speed up the 3° test plane and then up the 6°
test plane.
The overall acceleration and deceleration of the wheelchair, Ao and Ro, were determined by using the
following formulas:
0.9V 0.9V
Ao = Vm m / s 2 and Ro = Vm m / s 2
T TR
where T = the time taken for the wheelchair to accelerate from 5% to 95% of its maximum speed, V,
and Vm is the arithmetic mean of the maximum speed for the three trials.
75
Likewise, the overall deceleration of the wheelchair, Ro, was determined by the same formula, but
with TR= the time taken for the wheelchair to slow down from 95% to 5% of its maximum speed.
Figure 19 The Trailing Wheel Used Figure 20 The Trailing Wheel Attached
to Record Speed and Acceleration. to the Pride Jazzy During Testing.
76
8.3 Results
8.4 Discussion
Cooper et al found that in a study of 17 EPW users, maximum attainable wheelchair speed
was used sparingly [30]. It was theorized that maximum speed was used mainly for crossing streets,
avoiding pedestrians, and other similar maneuvers. EPW users must have the ability to accelerate
quickly to high speeds if the situation warrants it. Deceleration or retardation is just as important.
For most instances, EPWs are not running at maximum speed and therefore do not need to stop
suddenly. The method of releasing the joystick to brake the wheelchair is usually sufficient in such
77
cases. However, if the wheelchair is running at maximum speed or needs to stop suddenly, a faster
deceleration is needed. This can be accomplished by reversing the direction of the joystick or
shutting off power to the controller. As observed in section 3, these two methods usually produce
The results for section 6 show that releasing the joystick produced an average overall
deceleration of 1.49m/s2 and an average maximum deceleration of 2.82m/s2 for all of the EPWs.
Reversing the joystick produced an average overall deceleration of 2.41m/s2 and an average
maximum deceleration of 3.38m/s2. Shutting off the power produced an average overall deceleration
of 2.59m/s2 and an average maximum deceleration of 4.13m/s2. Figures 21-23 show the acceleration
curves for the Invacare Storm (A#1) using the three different braking methods. The graphs are
almost identical except for the maximum deceleration values. When an EPW is stopped by releasing
the joystick, current to the motor is stopped and the motors are allowed to coast down. This produces
a very smooth deceleration. When the joystick is reversed, the current to the motors is switched to
reverse the direction of the drive shaft. This obviously produces a shorter and more turbulent
deceleration. In the most extreme case, power to the controller is shut off. This automatically
engages the electromechanical brakes on the motor and creates the highest rate of deceleration.
78
Acceleration vs. Time for Invacare Storm- Joystick Release
2
1.5
Acceleration (m/s/s)
0.5
-0.5
-1
-1.5
-2
0 1 2 3 4 5 6 7 8 9 10
Time (s)
Figure 21 Acceleration Graph for Speed Trial of A#1 with Braking Initiated by Releasing the
Joystick
0.5
Acceleration (m/s/s)
-0.5
-1
-1.5
-2
-2.5
0 1 2 3 4 5 6 7 8 9 10
Time (s)
Figure 22 Acceleration Graph for Speed Trial of A#1 with Braking Initiated by Reversing the
Joystick
79
Acceleration vs. Time for Invacare Action- Power Off
2
1.5
-0.5
-1
-1.5
-2
-2.5
-3
0 1 2 3 4 5 6 7 8 9 10
Time (s)
Figure 23 Acceleration Graph for Speed Trial of A#1 with Braking Initiated by Shutting Off the
Power
The values for the maximum speed, acceleration, and retardation appear adequate for these
EPWs. Increasing these parameters would have significant effects on the results of sections 2 and 3.
Decreased dynamic stability and increased braking distances would be detrimental to the user and of
small benefit compared to the inherent risks involved. Results of section 6 can be used to determine
if the speed and acceleration parameters of a given wheelchair are adequate for an individual’s
intended use of the wheelchair. EPW users that are more active and travel outside will likely benefit
from increased speed and acceleration, whereas users that spend more time indoors do not
80
9.0 SEATING AND WHEEL DIMENSIONS
9.1 Background
seating and wheel dimensions. The purpose of this standard is to disclose the various seat
measurements of a wheelchair. Seating is a vital element of proper wheelchair prescription. The size
of a seat, footrests, armrests, and backrest can have a significant effect on the comfort and function of
a wheelchair user.
The ability of a wheelchair to accommodate different set-ups is a crucial factor for both
comfort and functionality. It would be too expensive to custom build wheelchairs to the exact body
specifications of each individual. Therefore, wheelchairs come in different sizes with adjustable
components. Wheelchair users must evaluate how much variability they desire and determine what
model will give them the ability to change dimensions as they grow or encounter new obstacles.
9.2 Methodology
1.) The wheelchair was placed on a level test plane and the reference loader gauge was
81
5.) The seat surface height at the front edge was measured.
9.) The distance from the footrest to the seat was measured.
15.) The distance from the front of the armrest to the backrest was measured.
82
Figure 24 An Action Wheelchair Equipped with a Reference Loader Gauge
9.3 Results
The results for the measurement of seating and wheel dimensions are shown in tables 31 and
32.
83
Table 32 Seating and Wheel Dimensions Contd.
WC Ftrst Leg Arm Arm Arm Arm B/w Front
Angle Angle Hgt. Back Lgth Angle Arm Arm
EJ #1 100.7 118.6º 260 305 280 75º 2.5 455
EJ #2 102.2 119.6º 255 300 280 75º 3.52 450
EJ #3 101.7 120.3º 255 300 280 75º 2.4 455
Q #1 90 100.6º 240 195 260 50º 7.62 455
Q #2 90 101.3º 240 190 260 50º 7.52 455
Q #3 90 101.1º 240 190 260 50º 7.8 455
A #1 107 118.6º 250 205 225 75º 4.3 450
A #2 104.6 117.4º 250 205 225 75º 4.1 445
A #3 107.4 120.7º 250 205 225 75º 4.5 450
J #1 98.4 98.8º 230 345 360 90º 0.87 450
J #2 106 99.3º 225 345 360 90º 0.9 440
J #3 103.4 100.5º 230 340 355 90º 1.2 445
P#1 97 73.4º 220 185 315 100º 8.2 460
P#2 91.4 81.4º 225 180 315 95º 7.2 460
P#3 96.2 72.1º 220 185 320 100º 6.6 455
9.4 Discussion
EPW users can best benefit from the results of section 7 by determining their own seating
dimensions and comparing them to the measurements of a specific wheelchair. For instance, an
individual should check if the height and length of a certain set of armrests will best fit their
body. The maximum differences in armrest height and length for the wheelchairs involved in
this study were 40mm and 125mm, respectively. Such sizeable differences can have a
significant effect on wheelchair user comfort. All of the EPWs in this study had some degree of
adjustability.
The results of section 7 demonstrate that most EPWs have small but important
differences in seating dimensions. This section highlights the importance of having EPW users
seek clinical assistance when attempting to choose an EPW. Seating dimensions can have a
84
great effect on both comfort and functionality. Proper seating of an individual in their
85
10.0 STATIC, IMPACT, AND FATIGUE STRENGTH
10.1 Background
Section 8 of the ANSI/RESNA Wheelchair Standards is the Requirements and Test Methods
for Static, Impact, and Fatigue Strengths. The intention of this section is to determine the durability
of a power wheelchair. Static and impact forces are applied to the components of the wheelchair that
will experience very similar daily loads. The two-drum and curb drop machines determine if the
fatigue strength of the wheelchair is adequate. The reliability of EPWs is important for many
reasons. Component and frame failures can result in inconvenience and financial hardship for many
users. Safety is also of paramount concern. One young individual was found dead of hypothermia
after his caster fork broke and he was stuck in 5ºC temperatures [33]. EPW users depend on their
wheelchairs to provide a safe and reliable means of transportation. It is important that the
Cooper and Fitzgerald have performed several studies to compare the fatigue life of different
types of manual wheelchairs [4-6,34]. They found that the fatigue life for ultralight wheelchairs is
significantly greater than for lightweight and depot wheelchairs. In one study, thirty-six percent of
the ultralight wheelchairs experienced a class III failure, while 71% of the lightweight and 80% of
the depot wheelchairs experienced a class III failure. Aircraft grade aluminum was used for the
ultralight frames while low strength steel and composite materials were used for the other types of
wheelchairs. Fatigue life has a significant affect on both the value and performance of a wheelchair.
The average cost of an EPW in this study was $7,132. It has been estimated that maintenance costs
86
for an EPW exceed $1,000 over a five-year period [35]. Many of the motor and drive system repairs
often cannot be performed by technicians and require that the wheelchair be returned to the
manufacturer. Most EPW users have neither the time nor the finances to deal with numerous repairs
or failures. This standard helps to determine if the strength of the components, frame, and drive train
is sufficient to provide the user with three to five years of reliable use.
10.2 Methodology
1.) The seat plane angle was adjusted as close as possible to 8°.
3.) The lowest part of the leg support/footrest was set as close as possible to 50mm
1.) A downward force of 760N was applied to each armrest at an outward angle of 15°
for 5 to 10 seconds.
2.) A force of 1000N was applied in a downward direction to each footrest for 5 to 10
seconds.
87
3.) A force of 750N was applied in an outward direction to each handgrip for 5 to 10
seconds.
4.) An upward force of 895N was applied at an outward angle of 10º for 5 to 10 seconds.
5.) A force of 440N was applied in an upward direction to each footrest for 5 to 10
seconds.
6.) A force of 880N was applied in an upward direction to each push handle for 5 to 10
seconds.
2.) The backrest impact pendulum was set to an angle of 30° and then allowed to fall
freely and strike the back of the wheelchair at a point 30mm from the top of the
backrest.
4.) The test dummy was then removed from the wheelchair and the caster was aligned at
6.) The caster impact pendulum was set to an angle determined by the equation below
and then allowed to fall freely and strike the caster at its midpoint.
Md + Mw
Cosθ = 1 − where θ= angle of swing in degrees, Md= dummy
377
88
mass in kg, and Mw= wheelchair mass in kg.
7.) The footrest impact pendulum was set to the angle determined by the above equation
and then allowed to fall freely and strike the right footrest.
8.) Step #7 was repeated and the pendulum was allowed to strike the footrest.
1.) The 100kg test dummy was placed in the wheelchair and a strap was secured around
2.) The wheelchair was secured on a two-drum machine as specified in the standards.
3.) A 24-volt power supply was connected to the wheelchair and the batteries were
replaced by weights.
4.) The wheelchair was run at a speed of 1.0 m/s for 200,000 cycles.
5.) The wheelchair was checked for damage and then placed on the curb drop machine as
7.) The wheelchair was then visually inspected for damage and operated to insure normal
function.
89
Figure 25 A Quickie P200 on the Figure 26 An Action Storm on the Curb
Two Drum Machine Drop Machine
10.3 Results
90
Table 34 Impact Strength Tests
Caster Impact Footrest Impact- Long. Footrest Impact- Lat.
WC Backrest Impact Left Right Left Right Left Right
EJ #1 Pass Pass Pass Pass Fail Pass Pass
EJ #2 Pass Pass Pass Fail Fail Pass Pass
EJ #3 Pass Pass Pass Fail Pass Fail Fail
Q #1 Pass Pass Pass Pass Pass Pass Pass
Q #2 Pass Pass Pass Pass Pass Pass Pass
Q #3 Pass Pass Pass Pass Pass Pass Pass
A #1 Pass Pass Pass Pass Pass Pass Pass
A #2 Pass Pass Pass Pass Pass Pass Pass
A #3 Pass Pass Pass Pass Pass Pass Pass
J #1 Pass Pass Pass Pass Pass Pass Pass
J #2 Pass Pass Pass Pass Pass Pass Pass
J #3 Pass Pass Pass Pass Pass Pass Pass
P#1 Pass Pass Pass Pass Pass Pass Pass
P#2 Pass Pass Pass Pass Pass Pass Pass
P#3 Pass Pass Pass Pass Pass Pass Pass
91
10.4 Discussion
The E&J wheelchairs experienced several failures with respect to the footrests during both
the static and impact strength testing. The footrests were either permanently deformed or the
mounting brackets failed. The use of stronger materials or reinforced struts could help prevent
future failures. The Quickie was the only other type of EPW to experience any problems during
static testing. The locking pins for the armrests did not hold when an upward force of 760 N was
Only two of the fifteen wheelchairs did not make it through the fatigue testing. EJ#2 failed
after 23,712 cycles on the two drum test due to a motor failure. A warning light started flashing
on the joystick controller and the wheelchair would not run. A new joystick was swapped with
the old one, but the same error persisted. Finally, the left motor and gearbox was replaced and
the wheelchair functioned properly. The Permobil wheelchair, P#2, failed after 4,199 drops on
the curb drop test. The screw for the rigid seat bar kept coming off and there were also electrical
problems. The power cable to the controller kept disconnecting and one of the serial cables
These two failures illustrate the difference between manual and EPWs. Most manual
wheelchair failures that occur during fatigue testing involve the wheelchair frame or caster
assembly [6, 34]. EPWs, however, are usually built to be more robust because of the increased
pounding they take by being driven harder. This means that the motor assembly and electronics
then become the most susceptible parts to failure. As witnessed by this study, most EPWs are
built strong enough to withstand the fatigue testing of section 8. Many manual wheelchairs, on
92
the other hand, experience failures before completing the minimum required cycles for both the
One of the most critical aspects of EPW fatigue life is the strength versus weight ratio of the
frame and components. EPWs can experience large forces and moments during normal everyday
use. The maximum achievable speed and obstacle climbing ability of EPWs allow them to
traverse rough terrain. Although no studies have been conducted to measure the forces and
moments exerted on EPWs during everyday use, some studies have been performed on manual
wheelchairs. VanSickle et al used customized wheels and casters to measure the dynamic
reaction forces and moments exerted on a wheelchair during laboratory use, field-testing, and
standardized testing [36]. The results indicated that wheelchairs are exposed to infrequent but
high magnitude vertical forces. In addition to the high magnitude forces, a low level oscillating
force was detected on the caster assembly. Although this force was only 250N, an individual
that travels 3500km and pushes at a rate of 1m/s would put 3.5 million cycles on the caster.
Therefore, wheelchair frames must not only be able to withstand large jolting forces, but low
There is a need now for frame materials that can reduce weight, increase aesthetics, enable
novel designs, increase durability, fit manufacturing requirements, and keep costs at a reasonable
level [37]. High strength aluminum, titanium, and chromoly steel have better strength to weight
ratios than traditional cold rolled steel, but are also more expensive. Composite materials
utilizing carbon fiber allow for unique designs but significantly lower fatigue lives when exposed
produce lighter wheelchairs. Plastics and composites can be used for low stress components.
93
Wheelchair vibration is an area that is receiving increased attention as new studies are
revealing the magnitude and frequency that both the wheelchair and user are experiencing.
road course and then sent them home with an instrumented wheelchair to record vibrations
during normal daily activities [38]. Results from the road course showed that the acceleration at
the wheelchair frame exceeded the 8-h fatigue-decreased performance boundary. The average
peak for vertical acceleration was 8.1 Hz, much higher than the 4-6 Hz resonant peak presented
in literature for seated humans. Suspension systems can help to reduce the vibrations and forces
experienced by the wheelchair and the rider. The Lancer 2000 and Pride Jazzy were the only
two wheelchairs with a suspension system. Both consisted of simple spring damping devices.
More research is needed to determine whether specific frame designs and materials can help in
Fatigue analysis of EPWs can be expanded by testing the wheelchairs until failure. This
involves continuously cycling the wheelchairs through the two drum and curb drop machines
until the wheelchair experiences a catastrophic failure that renders it inoperable, or it experiences
the same less catastrophic failure three times. Cost analysis and the overall value of different
Static, impact and fatigue strength testing is one of the most rigorous and intensely
scrutinized sections of all the wheelchair standards. It provides useful information to both the
manufacturers and consumers. However, it may be beneficial to review some of the test
procedures. The static and impact sections are intended to imitate the everyday forces and
94
collisions that a wheelchair may experience. The standards, however, call for only a single
application of the load or impact for five to ten seconds. More useful data may be obtained by
performing cyclic loading of the armrests, footrests, and casters. The fatigue tests should also be
re-examined. The study on the forces and moments exerted on manual wheelchairs during
normal use by VanSickle et al found that the forces and moments being produced during normal
use are significantly lower than those produced by the two drum and curb drop tests [36]. The
laboratory testing also tends to produce asymmetrical loading patterns that may not be
characteristic of actual use. Although similar studies have not been performed on EPWs, there is
a significant chance that the results would be similar. A re-evaluation of the standards may
95
11.0 CLIMATIC TESTS
11.1 Background
Wheelchairs. The intention of this test is to determine whether a power wheelchair can withstand
extreme environmental conditions. The technology to design and produce power wheelchairs is
advancing every year. Controllers are often required to perform numerous tasks, and people use
their power wheelchairs in all types of environmental conditions. It is imperative that the
wheelchair and its electronics be able to withstand extreme conditions. Section 9 of the
ANSI/RESNA Standards is intended to insure that a person caught in the rain or traveling
outside in the winter will not be stranded due to a malfunction with their wheelchair.
Unfortunately, very few laboratories have the necessary equipment to perform climatic testing.
Therefore, data on this subject is not readily available to consumers. Most information that is
available is outdated. The purpose of this section was to determine whether different types of
11.2 Methodology
1.) A functionality test was performed before and after each climatic test. The functions
of speed control, braking, and steering were observed while driving the wheelchair on
96
the path shown below in figure 27. Any deviation from the test path resulted in a
1.) The functionality requirements for the wheelchair are listed below in table 36.
2.) Rain Test- The wheelchair was preconditioned for 20 hours at 20 ± 5°C. A
water spray was then applied to the wheelchair as specified in IEC Publication
97
4.) Cold Operating Conditions- The wheelchair was preconditioned for 20 hours at 20 ±
5°C and a relative humidity of 50 +20%. The wheelchair was then placed in an
99%) at a temperature of –25 +2/-5°C for not less than three hours.
5.) Hot Operating Conditions- The wheelchair was preconditioned for 20 hours at 20 ±
6.) Cold Storage Conditions- The wheelchair was preconditioned for 20 hours at 20 ±
7.) Hot Storage Conditions- The wheelchair was preconditioned for 20 hours at 20 ±
98
Figure 28 The Tenney Environmental Chamber Used for Climatic Testing
11.3 Results
99
A total of five of the fifteen wheelchairs tested for this study failed at least one part of the
standards. Two of the Everest & Jennings Lancer 2000 wheelchairs and one Quickie P200 failed
the rain test. E&J #8 appeared to function normally at first, however, after driving backwards
and hitting the anti-tip bars, power was lost and could not be restored. This failure was most
likely due to connector problems due to changes in the thermal response of the electronics. One
hour later the wheelchair functioned normally. E&J #9 also appeared to function normally,
however, after traversing a curb, the wheelchair would not drive. One hour later the wheelchair
was able to drive again, however, it would also drift backwards while the joystick was in the
neutral position. Quickie #6 drove backwards approximately 100mm while it was being tested
for water ingress. The controller also started to beep. One hour after the test, the wheelchair did
not respond to movement of the joystick and the power could not be turned off.
Two of the Pride Jazzy wheelchairs failed the cold operating test. The controller on
Jazzy #13 could not be turned on until five minutes after the test. Jazzy #15 could not be turned
11.4 Discussion
The results of the rain test demonstrate that it is vital for a wheelchair controller to be
environmentally sealed. Two out of the three E&J wheelchairs tested failed the rain test. All of
the wheelchairs that failed the rain test were outfitted with E&J PG8-55 Penny & Giles
controllers.
100
The cold operating condition test is another very important test. If a wheelchair
malfunctions due to extreme cold, the user could die due to exposure if he/she becomes stranded.
Two out of the three Pride Jazzy wheelchairs failed this test.
Overall, one third of the power wheelchairs tested for this study failed at least one section
of the climatic test standard. All of the wheelchairs passed the hot operating and hot and cold
storage condition tests. The cold operating test is perhaps the most significant test in this
standard. Failure of a wheelchair to operate under this condition can present immediate danger
to the user. The rain test is another very relevant standard. If a power wheelchair fails to
function after getting wet, then the user could be severely inconvenienced after going through a
People who depend on power wheelchairs for mobility need to know that their
wheelchair will function properly in all situations. Power wheelchairs are now being designed to
take the user wherever they want to go under any condition. Controller and wheelchair
manufacturers must make sure that their products will perform to the required standards in any
circumstance.
101
12.0 OBSTACLE CLIMBING ABILITY
12.1 Background
Climbing Ability of Electric Wheelchairs. The intention of this test is to determine the maximum
height of an obstacle that the wheelchair can effectively negotiate. The ability of a wheelchair to
overcome obstacles can place limitations on where a wheelchair user is able to drive. EPW’s can
vary greatly in their obstacle-climbing abilities. For instance, many of the front-wheel drive
wheelchairs can negotiate obstacles quite effectively because their front wheels are usually quite
large and power is supplied directly to these wheels. Rear-wheel drive wheelchairs have smaller
caster wheels in the front and depend on using increased speed and power to help propel the chair
over obstacles. The situation is reversed when attempting to negotiate an obstacle while traveling
backwards. However, speed and acceleration are usually decreased when a wheelchair runs in reverse
and therefore less power is available. Front-wheel drive wheelchairs are often better suited to climb
obstacles in the forward direction than rear-wheel drive wheelchairs. This is due to the fact that
FWD wheelchairs pull the casters and the rest of the wheelchair over an obstacle instead of pushing
them, as is the case with RWD wheelchairs. The use of antitip devices also affects obstacle
negotiation. Such devices are used to prevent wheelchairs from becoming dynamically unstable,
however, they also limit how high the front wheels can raise off of the ground.
102
12.2 Methodology
1.) A human driver was used to perform the testing. Weights were added as necessary in
3.) The wheelchair was driven forwards, without any run-up, at a 90 angle of incidence
towards the obstacle. The height of the obstacle was increased by 19mm until the
4.) Step #3 was repeated, but the wheelchair was facing backwards.
5.) Step #3 was repeated, but the wheelchair was facing forwards and had a 0.5m run-up.
6.) Step #3 was repeated, but the wheelchair was facing backwards and had a 0.5m run-up.
Analysis of variance (ANOVA) with a significance level of p < .05 was used to test the
hypotheses. The data were fairly normally distributed and independent. The Bonferoni method
was used to perform post hoc analysis with α = .05. All statistical analyses were performed with
SPSS.
103
12.3 Results
There was a significant difference between the maximum obstacle height negotiated
between the Quickie P200, the E&J Lancer 2000, and the Pride Jazzy with no run up in the
forward direction. The Quickie P200 climbed a significantly higher obstacle than the other two
types of wheelchairs. The Quickie P200 also climbed a significantly higher obstacle than both
the Invacare Action and the Permobil Chairman when driving backwards with a 0.5m run up.
There were no other significant differences between the wheelchairs in any of the obstacle
climbing tests.
104
12.4 Discussion
Wheelchair users encounter obstacles almost everywhere they go. Curbs and sidewalks
present some of the most challenging obstacles. The ADA calls for curb cuts in new sidewalks
that are being constructed (see figure 29). However, many sidewalks still exist that do not
incorporate curb cuts. Therefore, wheelchair users depend on the climbing ability of their
wheelchair to overcome such barriers. Door thresholds, potholes, and many other obstacles are
also present. EPWs must couple the ability to overcome obstacles with the concern for dynamic
stability.
An EPW that will be used extensively outside should be able to climb a 50 mm obstacle
without much difficulty. Even though the ADA calls for curb cuts in new sidewalks or when
repairs are done, many sidewalks have no curb cuts. The height of curbs and many driveways
and other common obstacles can reach 50 mm or greater. EPWs without the ability to climb
105
Speed and power are two of the most important factors involved with the obstacle-
climbing ability of an EPW. The Quickie P200 was the fastest wheelchair of the five different
models tested. It also performed the best on this section. The maximum height that any
wheelchair was able to negotiate was 76mm. The minimum height was 38mm. This is a
reasonable height for most wheelchairs to achieve. Indoor obstacles will rarely exceed 38mm.
Outside, however, active wheelchair users would optimally like the ability to traverse much
higher obstacles. Curbs, steps, and other obstructions can severely limit the range of a
wheelchair outside. New wheelchair designs are being created to overcome such barriers.
Clustering wheels, robotic arms, and treads have all been involved in research projects developed
to provide greater obstacle-climbing ability for EPWs [39]. The Independence 3000 is a
developmental EPW that has four drive wheels. Each set can cluster over top of the other and
The obstacle climbing ability of a wheelchair also depends on the wheelbase size,
antitipper height, and obstacle length. Wheelchairs with very long wheelbase lengths can get
caught on short obstacles and straddle them. An EPW with low or unsuspended antitippers can
also get caught on obstacles during the descent phase and effectively hang-up the wheelchair.
EPW users therefore, have many factors to consider when attempting to determine the climbing
ability of a wheelchair. Drive wheel placement, speed, antitipper height, wheelbase length, and
obstacle dimensions must all be included in the equation. Future revisions of the obstacle
climbing standard should consider using obstacles of different length in order to truly evaluate
climbing ability.
106
13.0 POWER AND CONTROL SYSTEMS
13.1 Background
methods for the power and control systems for electric wheelchairs. The intention of this
standard is to insure the protection of the wheelchair user during both normal operation as well
as under certain failure conditions. The rapid development of microchip technology has led to
control the brakes, motors, and all other electronic devices that are found on wheelchairs. Not
only is it important that an EPW functions safely during normal operation, but it is also
imperative that they do not imperil the user when a failure or malfunction occurs.
13.2 Methodology
1.) Remove any covers from the batteries. Check to see if there is a diagram present.
2.) Is the diagram attached permanently to a surface as close a s possible to the batteries?
3.) Check if the diagram contains the following: connections to the batteries with the
identification of the wire and terminals; the location and pictorial instructions for use
of all circuit breakers and fuses intended to be serviced by the user or an attendant;
107
6.2 Color and Marking of Wires Connected to the Batteries
1.) Check if all wires connected to the positive terminal of the most positive battery pack
2.) Check if all wires connected to the negative terminal of the most negative battery
pack are not red and are permanently marked with a “-“ symbol.
3.) Check if all other wires connected to the batteries are not red.
1.) Support the wheelchair so that it is secure and the drive wheels are lifted off the
2.) Check if there is any electrically conducting part of the wheelchair frame, motor cases,
gearbox, battery cases or controller cases that can be touched by the standard unjointed
test finger. If there is, remove paint or other protective coatings and apply the positive
connection test finger in turn to all of the electrically conductive parts of the
3.) Apply the negative connection test finger in turn to all of the electrically conductive
parts of the wheelchair chassis. Check if the current is greater than 5mA.
6.4 Fuses
1.) When changing fuses that do not need a tool for access, check if it is possible to touch
electrically live leads or terminals exposed during this procedure to any other part of
108
6.5 Interchangeability of Connectors
1.) Check if it is possible that connectors provided for use by the wheelchair occupant or
attendant can be connected in a manner that will cause operation different from that
2.) Check if the connectors use only color-coding to identify correct assembly.
3.) Check if it is possible to connect any connector intended for operation at or below the
battery set nominal voltage to any socket intended for domestic or industrial power
distribution.
1.) Examine all wires to see if they can be snagged on furniture or any other protrusions,
1.) Apply the standard unjointed test finger to all openings from every possible position
2.) If the finger enters any openings, use the standard jointed test finger to determine if
109
Figure 30 Jointed and Unjointed Test Fingers
1.) Examine the circuit protection devices and determine if they are of the type that need
2.) Disconnect the controller and any other electrical devices from each battery pack but
3.) Connect the positive and negative wires of the battery pack to the circuit breaker.
4.) Close the contacts of the circuit break and check if the circuit protection device
operates correctly.
5.) Open the contacts of the circuit breaker and check if the circuit protection device resets
automatically.
1.) Connect the battery charger to the battery set and supply mains in accordance with the
2.) Switch on the wheelchair controller and attempt to drive the wheelchair. Record any
movements.
110
3.) Disconnect the battery charger from the supply mains and switch on the wheelchair
1.) Disconnect the battery set and connect the circuit breaker with the wires from the
battery set.
3.) Switch on the wheelchair controller and operate all of the control devices. Record any
4.) Switch off the wheelchair controller and disconnect the battery set. Check for any
5.) Reconnect the battery set in the original configuration. Replace or reset any circuit
protection devices that have operated. Does the wheelchair still operate according to
1.) Disconnect the battery set and connect a dc power source that has a voltage 1.25 times
2.) Support the wheelchair with the drive wheels lifted off the ground and free to revolve.
3.) Switch on the dc power source and operate all the control functions. Record any
4.) Switch off the dc power source and place the wheelchair on a horizontal test plane.
111
5.) Switch on the dc power source and record any unwanted or oncontrolled movement of
the wheelchair.
8.) Remove the dc power source and reconnect the wheelchair’s battery set. Reset any of
9.) Switch on the power and operate all of the controls, including brake operation. Record
any malfunctions.
1.) Connect the circuit breaker between the battery set and the wheelchair controller.
2.) Identify the conductors from the control device that are involved in the speed and/or
direction control, power supply, and reference signals to the control device.
3.) Switch off the controller and disconnect it from the battery set. Disconnect the
conductors identified above and connect them via a switch back to their original
connections.
5.) Drive the wheelchair at half speed toward a marker on the horizontal test plane. Open
one switch when the marker is reached and measure the stopping distance without
releasing the speed controller. Repeat for the rest of the conductors.
6.) Repeat step 5 above, but release the speed controller when the switch is opened.
7.) Switch off the controller and connect two conductors together via a switch. Open the
112
switch and drive the wheelchair at half speed toward a marker on the horizontal test
plane. Close the switch when the marker is reached and measure the stopping distance
without releasing the speed controller. Repeat for all other combinations.
8.) Repeat step 7 above, but release the speed controller when the switch is closed.
1.) Switch off the controller and disconnect it from the battery set.
2.) Connect a suitably rated switch to simulate a short circuit in the device that carries the
3.) Switch on the controller and drive the wheelchair at half speed down a 5° slope toward
a marker.
4.) Close the switch when the marker is reached and measure the stopping distance
5.) If the wheelchair does not stop in the required distance, repeat step 4 but release the
6.) Connect a suitably rated switch to simulate an open circuit in the device that carries the
7.) Switch on the controller and drive the wheelchair at half speed down a 5° slope toward
a marker.
8.) Open the switch when the marker is reached and measure the stopping distance
113
9.) If the wheelchair does not stop in the required distance, repeat step 8 but
1.) Mechanically lock the position of the wheelchair so that movement of the drive
wheels is prevented when full drive power is applied in the forward direction.
2.) Connect a current meter to the wheelchair to measure the current flowing to the
right motor.
3.) Put the control device in the maximum forward position and hold it there for
5.) If the wheelchair is fitted with manual reset protective devices, reset them and
repeat the test as many times as possible, up to a maximum of five test cycles.
6.) If the wheelchair is fitted with automatic reset protective devices, take the steps
necessary to permit the devices to reset and repeat the test as many times
7.) Remove the means of locking the position of the wheelchair and replace or
8.) Operate all of the controls and examine all parts of the drive system. Record
114
6.2 Ability to Stop When Power is Switched Off or Lost
1.) Position a marker on a 6° slope and record the braking distance while traveling
downhill (Limax).
2.) Connect a circuit breaker between the battery set and the wheelchair controller.
3.) Drive the wheelchair at maximum speed down the test plane. When the marker
is reached, open the circuit breaker with the speed control still in its maximum
4.) If the distance is greater than 1.3*(Limax) then repeat the test but open the
1.) Measure the braking distance of the wheelchair at maximum speed while
2.) Connect the microprocessor clock input to the microprocessor ground via a
switch.
3.) Drive the wheelchair at half speed on the level test plane and close the switch
and put the speed control to its stop position. Record the distance.
1.) Charge the battery set to between 10% and 30% of its rated capacity.
2.) Drive the wheelchair up a 6° slope for a distance of 4 meters. Then drive the
wheelchair backwards down the slope. Repeat this test until the wheelchair
115
3.) Switch off the controller. After three minutes, repeat the test again until the
4.) Recharge the battery set to between 10% and 30% of its rated capacity.
5.) Repeat the above steps, except with the wheelchair facing down the slope.
2.) Check if there is any provision for the drive or automatic braking system to be
disengaged.
3.) If yes, check if any components must be detached, if the transmission is affected,
4.) Record the force needed to operate any means for disengaging the drive or
braking system.
6.) Slowly increase the pushing force applied at the back of the wheelchair until the
8.) Determine if it is possible that electric power can be restored with the automatic
9.) If yes, operate all of the drive controls and observe whether the wheelchair drives
116
8.3 Safety Guard Test
1.) Apply the unjointed standard test finger, with a force of 30N, to all openings and
part. Determine if it is possible to touch the following: any power driven parts of
the propulsion system, except the wheels and up to 50mm of their axles; any
gears, drive belts, pulleys, chains, or other drive mechanisms that create a pinch
point or could injure a user or trap loose clothing; any shaft which rotates more
2.) Repeat the above steps using the jointed standard test finger.
1.) If there are any levers to control speed and/or direction of the wheelchair,
determine the force needed to move the lever to the maximum extent of its
travel.
2.) If there are any push button, rocker, or keypad switches, determine the force
3.) If there are any toggle switches, determine the force needed to operate the
switch.
4.) If there are any pneumatic switches, determine the force needed to operate the
switch.
5.) Does the manufacturer disclose the forces necessary to operate all control
devices?
117
13.3 Results
All three of the E&J Lancer 2000 wheelchairs failed sections 6.1 and 6.2. There were no
listings for the current rating or type of fuses used by the wheelchair.
118
The Quickie P200 wheelchairs failed sections 6.1, 6.2, and 6.9. The failures for sections
6.1 and 6.2 were the same as for the E&J wheelchairs. The wheelchairs failed section 6.9
because when the battery charger cord is plugged into the wheelchair, but not the wall outlet, the
The Invacare Action Storm wheelchairs failed sections 6.1, 6.2, 6.10, and 6.13. The
failures for sections 6.1 and 6.2 were the same as for the other wheelchairs. The Action
wheelchairs failed section 6.10 because a voltage regulator was burned out during the reverse
polarity test on wheelchair A #3. The other two Action wheelchairs were not tested because it
was determined that the same failure would occur. Two of the Action wheelchairs (A #1 and A
#3) experienced controller failures during the short circuit testing for section 6.13. It was
determined that the third wheelchair would fail the same way and therefore it was not tested.
All three of the Pride Jazzy wheelchairs failed section 6.1 due to the absence of
information concerning the location and rating of fuses. Wheelchair J#3 also failed section 6.10
because the battery charger needed to be connected to the wheelchair in order to turn it on.
All of the Permobil Chairman wheelchairs failed sections 6.1, 6.2, 6.4, 7.3, and 8.3. The
failures for 6.1 and 6.2 were the same as for the other wheelchairs. The Permobil wheelchairs
failed section 6.4 because live leads were exposed when changing the fuse. The wheelchairs
failed section 7.3 because the average force required to disengage the drive mechanism was
greater than 60N. There is a pinch point present on each of the Permobils when the seat bar is
tilted either forward or backward and this led to a failure for section 8.3. Wheelchairs A #1 and
A #3 also failed section 6.13 because they did not stop in the required distance during the test.
119
13.4 Discussion
All of the EPW’s involved in this study failed at least one part of section 14. Most of the
failures that occurred would not result in serious injury and can be easily corrected. All of the
wheelchairs failed section 6.1 because the location and type of fuses used by the wheelchairs
were not listed. This is simply a matter of convenience for the users and attendants. If a fuse is
blown, a diagram with both the location and rating of the fuse would allow the users to replace
the fuse quickly and easily. The Pride Jazzy EPW’s were the only wheelchairs that did not fail
section 6.2. The reason for failure by the other wheelchairs was the absence of permanent plus
and minus markings on the positive and negative wires going to the battery. This is intended as a
safety feature to insure that the battery set is not connected in reverse polarity with the controller.
The Quickie P200 EPW’s were the only wheelchairs to fail section 6.9. The danger in
having the wheelchair able to drive with the battery charger connected is twofold. First of all,
the user may drive away not knowing that the charger is still connected and may damage the
charger or entangle the cord. Secondly, most users are accustomed to having an EPW rendered
inoperable when the charger is connected. Therefore, accidentally hitting the joystick could
result in movement of the wheelchair that could injure the user or those around the device.
The Invacare Action EPW’s were the only wheelchairs to fail section 6.10. The reverse
polarity test was developed to insure that if the batteries were connected in reverse, the controller
120
would not catch fire or produce any unwanted or unexpected movements. The voltage regulator
that was burned out on the Invacare wheelchair presented no hazard to the user. It simply
rendered the wheelchair inoperable and required the controller to be repaired. Correct marking
of the battery wires and the insertion of a fuse or circuit breaker should prevent this type of
accident.
The Invacare Storm and Permobil Chairman wheelchairs experienced failures during the
short circuit testing of section 6.13. The Invacare wheelchairs stopped within the required
distance during the testing, but then experienced controller problems afterward. The two
wheelchairs that were tested would not function and had to have a wire and diode replaced. The
Permobil wheelchairs failed to stop within the required distance during this test. If current to one
or both of the drive motors is lost, a wheelchair must be able to stop immediately and safely
since the driver will have no control over the device. Unlike an automobile, an EPW uses the
The release mechanism for the drive system on the Permobil wheelchairs requires more
than 60 N of force to disengage. Both the user and any individual assisting them should be able
to easily disengage the drive train in case it is necessary to manually propel the wheelchair in
certain situations. The Permobil wheelchairs also failed section 8.3 because a pinch point was
created when the seat was tilted. This creates a danger to children and adults who may be around
the wheelchair when the user is tilting the seat. Plastic safeguards can be employed to cover any
The goal of section 14 is to insure the safety of the wheelchair user if any part of the
electronics or control system malfunctions. EPW control modules are based on microprocessors.
121
Most controllers utilize feedback to sense whether the motors are responding properly to the
joystick input [35]. The controller also regulates the motor torque in order to maintain constant
speed with a varying load due to changes in the terrain [35]. With such an intricate control
system, there are several different components that could cause failures. Two of the most
important sections with regard to user safety are the controller command signal processing
failures and the controller output device failure tests. These sections determine the behavior of
the wheelchair when certain circuits fail while it is in motion. The Invacare Storm and Permobil
Chairman were the only two types of wheelchairs that experienced complications during the
controller output device failure test. The failures that these wheelchairs had should be remedied
The majority of failures recorded during testing for the power and control system section
were simple problems that are easily corrected. Overall, the controllers performed adequately
when designed to malfunction at critical times. The safety of EPWs in the future with respect to
electronics and control systems will depend on the ability of the wheelchair standards to keep
pace with technology. The continual increase in processing power of microchips, coupled with
the decreasing cost of production, is already leading to the design and fabrication of multitasking
EPWs [39]. Wheelchairs are being developed that can efficiently climb stairs, traverse rugged
terrain, and even balance on one axle [40]. Control systems are becoming more involved and
there are more opportunities for failures and malfunctions that could lead to injurious results.
Navigation systems have been developed to help produce autonomous EPWs that can detect and
avoid obstacles without the aid of the user [41]. An array of different joysticks have also been
designed. Brienza and Angelo developed an active joystick with force feedback that can indicate
122
obstacles in the surrounding environment [42]. A force sensing joystick has also been developed
that can filter out tremors or unwanted movements [43]. These projects are just the beginning of
what is sure to be an explosion of digital control and detection that will significantly change the
function and abilities of EPWs. Section 14 is the one part of the wheelchair standards that will
have to adapt most rapidly to changing technology. Advances in control systems must be
123
14.0 SUMMARY
The future of EPWs will depend heavily on the development of faster and smarter
microchips and controllers. Many of the different performance characteristics of EPWs can be
improved to produce safer and more efficient devices. The Independence 3000 uses a
combination of gyrometers and tilt sensors to balance on a single axle. This technology could be
used to monitor the stability of regular EPWs. If a wheelchair is traveling downhill at angle and
the rider attempts to turn the device sharply, the sensors could detect that the wheelchair would
tip during such a maneuver and therefore override the joystick command. New battery
technology could produce smaller and more powerful battries. EPWs could power more
functions and components with a stronger and longer lasting energy supply. New lighter and
stronger materials could reduce the overall weight of EPWs. Composite materials could lead to
low cost custom fitted frames and wheelchairs. Materials may also be incorporated into the
frame to act as a suspension system. Controllers and electronics should also become more robust
and reliable. Back-up or redundant systems could help provide added safety to complex devices.
The results from this study provide an in depth look at the performance, safety, and
general characteristics of the five different types of EPWs tested. The information gleaned from
this study shows how similar looking and comparatively priced EPWs can perform quite
differently. Most individuals who use an EPW do so on a daily basis. They depend on their
wheelchair to function safely and reliably at all times to provide a source of independence not
otherwise available. Currently, wheelchair standards are the best source of information to
124
determine exactly how an EPW will perform and what its limitations are. Unfortunately, the
results of EPW testing are not always readily available and consumers and even clinicians
depend mainly on experience and word of mouth to select the best wheelchair for a given
situation. This study demonstrates that the information gathered from the standards testing is
The specific sections in the wheelchair standards each provide valuable information about
different performance and safety factors. It is important to consider all of the results as a group
when evaluating a particular wheelchair. For instance, the Quickie P200 may be the fastest of
the five types of wheelchairs and have the greatest acceleration and deceleration, but it also has
the longest braking distances and some of the lowest dynamic stability scores. The E&J Lancer
2000, on the other hand, had strong static and dynamic stability scores, but experienced the most
failures during strength testing and was not the best obstacle-climbing wheelchair in the group.
The wheelchair standards allow people to examine what factors are most important to them and
possibly sacrifice performance in a less important area for a better performance in a more
This study also illustrated the strengths and weaknesses of each section of the wheelchair
standards. Many of the sections provide useful and detailed information about EPWs. However,
wheelchair technology, both manual and powered, is progressing at a much faster rate than it
ever has before. Areas such as rolling surface, wheelchair design and configuration,
environmental conditions, and operator error could lead to new and helpful standards. It is
important that the standards keep up with technology and are continuously adapted to ensure the
safety of those who use wheelchairs and supply them with the information that they need to
125
make the best informed choice about what wheelchair will best complement their lifestyle. The
standards were created in order to insure the safety of new products as well as provide
Continued research in the field of EPWs is necessary to keep consumers, clinicians, and
manufacturers informed about the ever-increasing variety of wheelchairs and devices available to
the public. One way to accomplish this is to continue testing as many EPWs as possible
according to the ANSI/RESNA wheelchair standards. The bigger the database to draw on, the
more information available to people to help them make an often life changing decision.
Computer simulations is another area that could prove to be quite beneficial to wheelchair design
and technology. A variety of modeling software is now available that could assist in the
development and testing of current and new wheelchair designs. It is easier and more cost
effective to develop a dynamic computer simulation to run multiple tests than to perform the
actual physical testing. For instance, component adjustments can be made on static or dynamic
stability models and the trials can be run over and over again in a matter of minutes. Repeating
this process in the laboratory takes much longer and can cost much more. The more tools
available to help test and evaluate wheelchairs, the safer and more customized they will become.
126
BIBLIOGRAPHY
BIBLIOGRAPHY
1. Jones ML, Sanford JA, “People with Mobility Impairment in the United States Today and in
2010, Assistive Technology, Vol. 8, 1996, pp. 43-45.
2. Cooper RA, “Engineering Manual and Electric Powered Wheelchairs,” Critical Reviews in
Biomedical Engineering, Vol. 27(1&2), 1999, pp. 27-73.
4. Cooper RA, Robertson RN, Lawrence B, Heil T, Albright SJ, VanSickle DP, Gonzalez J,
“Life-Cycle Analysis of Depot versus Rehabilitation Manual Wheelchairs,” Journal of
Rehabilitation Research and Development, Vol. 33, No. 1 (February 1996), pp. 45-55.
8. LaPlante, MP, Hendershot, GE, Moss, AJ, “Assistive Technology Devices and Home
Accessibility Features: Prevelance, Payment, Need, and Trends,” Advance Data: From
Vital and Health Statistics of the Centers for Disease Control, Vol. 217, 1992, pp. 1-11.
9. Proceedings of the RESNA 2001 Annual Conference 2001, Reno, June 22-26, 2001,
“Wheelchair –Related Injuries Reported to the National Electronic Injury Surveillance
System: an Update, by RL Kirby” (RESNA Press, 2001), pp. 385-387.
10. Unmat S, Kirby RL, “Nonfatal Wheelchair-Related Accidents Reported to the National
Electronic Injury Surveillance System,” American Journal of Physical Medicine and
Rehabilitation, Vol. 73, 1994, pp. 163-167.
11. Gaal, RP, Rebholtz, N, Hotchkiss, RD, Pfaelzer, PF, “Wheelchair Rider Injuries: Causes and\
Consequences for Wheelchair Design and Selection,” Journal of Rehabilitation Res.
Dev., Vol. 34, No.1 (1997), pp. 58-71.
128
12. Kirby RL, Ackroyd-Stolarz SA, “Wheelchair Safety- Adverse Reports to the United
States Food and Drug Administration,” American Journal of Physical Medicine and
Rehabilitation, Vol. 74, 1995, pp. 308-312.
13. Calder, CJ, Kirby RL, “Fatal Wheelchair-Related Accidents in the United States,” American
Journal of Physical Medicine and Rehabilitation, Vol. 69, No. 4 (1990), pp. 184-90.
14. American National Standard for Wheelchairs- Volumes 1,2 : Requirements and Test
Methods for Wheelchairs (including scooters) (Arlington, Virginia, RESNA Press, 1998).
15. Barnicle K, “The ANSI/RESNA Wheelchair Standards: Sample Evaluation and Guide to
Interpreting Test Data for Prescribing Power Wheelchairs,” Health Devices, Vol. 22, No.
10 (October 1993), pp. 432-482.
16. Cooper RA, Dvorznak MJ, O’Connor TJ, Boninger ML, Jones DK, “Braking Electric-
Powered Wheelchairs: Effect of Braking Method, Seatbelt, and Legrests,” Archives of
Physical Medicine and Rehabilitation, Vol. 79, October 1998, pp. 1244-49.
17. Sosner J, Fast A, Begeman P, Sheu R, Kahan B, “Forces, Moments, and Accelerations
Acting on an Unrestrained Dummy During Simulations of Three Wheelchair Accidents,”
American Journal of Physical Medicine and Rehabilitation, Vol. 76, 1997, pp. 304-310.
18. Fast A, Sosner J, Begeman P, Thomas M, Drukman D, “Forces, Moments, and Accelerations
Acting on a Restrained Dummy During Simulation of Three Possible Accidents
Involving a Wheelchair Negotiating a Curb,” American Journal of Physical Medicine and
Rehabilitation, Vol. 76, 1997, pp. 370-377.
19. Proceedings of the RESNA 2001 Annual Conference, Reno, June 22-26, 2001, “A Video-
Based Analysis of Tips and Falls During Electric Powered Wheelchair Driving, by
Thomas A Corfman” (RESNA Press, 2001), pp. 364-366.
20. Neter, Kutner, Nachtsheim, Wasserman, Applied Linear Statistical Models (WCB/McGraw-
Hill, 1996), pp. 1054-55.
21. Marasculio, Serlin, Statistical Methods for the Social and Behavioral Sciences (W.H.
Freeman and Co., 1988), pp.478-9.
22. Cooper RA, MacLeish M, “Racing Wheelchair Roll Stability While Turning: a Simple
Model,” Journal of Rehabilitation Research and Development, Vol. 29, 1992, pp. 23-30.
129
23. Kirby RL, Ashton BD, Ackroyd-Stolarz SA, Macleod DA, “Adding Loads to Occupied
Wheelchairs: Effect on Static Rear and Forward Stability,” Archives of Physical
Medicine and Rehabilitation, Vol. 77, February 1996, pp. 183-186.
24. Majaess GC, Kirby RL, Ackroyd-Stolarz SA, Charlebois PB, “Influence of Seat Position on
the Static and Dynamic Forward and Rear Stability of Occupied Wheelchairs,” Archives
of Physical Medicine and Rehabilitation, Vol. 74, September 1993, pp. 977-982.
25. Proceedings for the Stakeholder Forum on Wheeled Mobility, Pittsburgh, 25-26, 1999,
“Power, Management and Monitoring” pp. 31-52.
26. Cooper RA, VanSickle DP, Albright SJ, Stewart KJ, Flannery M, Robertson RN, “Power
Wheelchair Range Testing and Energy Consumption During Fatigue Testing,” Journal of
Rehabilitation Res. Dev., Vol. 32, No. 3 (1995), pp. 255-263.
27 Kauzlarich JJ, Ulrich V, Bresler M, Bruning T, “Wheelchair Batteries: Driving Cycles and
Testing,” Journal of Rehabilitation Res. Dev., Vol. 25, No. 1 ( 1983), pp. 31-43.
29. Cooper RA, Thorman T, Cooper R, Dvorznak MJ, Fitzgerald SG, Ammer W, Song-Feng G,
Boninger ML, “Driving Characteristics of Electric-Powered Wheelchair Users: How Far,
Fast, and Often Do People Drive?,” Archives of Physical Medicine and Rehabilitation,
Vol. 83, February 2002, pp. 250-255.
30. ADA Standards for Accessible Design (Department of Justice, Code of Federal Regulations,
July, 1994).
31. Mital A, “Determination of Gross Weight Limit for Foldaway Powered Wheelchairs Through
Isometric and Psychophysical Strength Simulations,” Ergonomics, Vol. 37, No. 9 (1994).
32. Bertocci GE, Hobson DA, Digges KH, “Development of Transportable Wheelchair Design
Criteria Using Computer Crash Simulation,” IEE Transactions on Rehabilitation
Engineering , Vol. 4, No. 3 (1996), pp. 171-181.
33. Hays RM, Jaffe KM, Ingman E, “Accidental Death Associated with Motorized Wheelchair
Use: a Case Report,” Archives of Physical Medicine and Rehabilitation, Vol. 66, 1985,
pp. 709-710.
34. Fitzgerald SG, Cooper RA, Boninger ML, Rentschler AJ, “Comparison of Fatigue Life for
Three Types of Manual Wheelchairs,” Archives of Physical Medicine and Rehabilitation,
Vol. 82, October 2001, pp. 1484-1488.
130
35. Proceedings for the Stakeholder Forum on Wheeled Mobility, Pittsburgh, 25-26, 1999,
“Motors and Drive Trains” pp. 53-70.
36. VanSickle DP, Cooper RA, Boninger ML, “Road Loads Acting on Manual Wheelchairs,”
IEEE Transactions on Rehabilitation Engineering, Vol. 8, No. 3 (September 2000), pp.
371-384.
37. Proceedings for the Stakeholder Forum on Wheeled Mobility, Pittsburgh, 25-26, 1999,
“Materials and Components” pp. 71-81.
38. VanSickle DP, Cooper RA, Boninger ML, DiGiovine CP, “Analysis of vibrations induced
during wheelchair propulsion,” Journal of Rehabilitation Research and Development,
Vol. 38, No. 4 (July/August 2001), pp. 409-421.
39. Wellman P, Krovi V, Kumar V, Harwin W, “Design of a Wheelchair with Legs for People
with Motor Disabilities,” IEEE Transactions on Rehabilitation Engineering, Vol. 3, No. 4
(1995), pp. 343-353.
40. Proceedings of the RESNA 25th International Conference, Minneapolis, June 27- July 1,
2002, “Use of the Independence 3000 IBOT Transporter at Home and in the Community:
A Pilot Study” (RESNA Press, 2002), pp. 288-290.
41. Fioretti S., Leo T., Longhi S, “A Navigation System for Increasing the Autonomy and the
Security of Powered Wheelchairs,” IEE Transactions on Rehabilitation Engineering, Vol.
8, No. 4 (December,2000), pp. 490-498.
42. Brienza DM, Angelo J, “A force feedback joystick and control algorithm for wheelchair
obstacle avoidance,” Disability and Rehabilitation, Vol. 18, No. 3 (1996), pp. 123-129.
43. Cooper RA, Widman LM, Jones DK, Robertson RN, Ster JF, “Force Sensing Control for
Electric Powered Wheelchairs,” IEEE Transactions on Control Systems Technology, Vol.
8, No. 1 (January 2000), pp. 112-117.
131