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wheelchair design and ergonomics, Study Guides, Projects, Research of Ergonomics

ergonomics in wheelchair for physically diabled personalities or patients who are unable to walk due to some kind of injury or other accidents

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ADAPTED
PHYSICAL
ACTIVITY
QUARTERLY,
1989,6,
109-132
Ergonomics
of
Wheelchair
Design:
A
Prerequisite for Optimum
Wheeling Conditions
Luc
H.V.
van der Woude, Dirk-Jan
E.J.
Veeger,
and Rients
H.
Rozendal
Free University, Amsterdam
A review of wheelchair research within the scope of the wheelchair as a means
of daily ambulation is presented. The relevance of a combined biomechanical
and physiological research approach is advocated for enhancing the body of
knowledge of wheelchair ergonomics, that is, the wheelchairluser interaction
in relation to aspects of vehicle mechanics and the user's physical condition.
Results of experiments regarding variations in the wheelchairluser interface
stress the possibilities of optimization in terms of wheelchair dimensions and
user characteristics. Analysis of propulsion technique is aimed at the within-
cycle characteristics and the time-dependent organization of technique.
Ergonomics is a fairly new area of research that has emerged as a postwar
specialization of human and technical sciences. The essence of ergonomics is the
optimization of human work conditions (devices, tools, work, environment) with
respect to the capabilities of the human being such that health, safety, comfort,
and efficiency are improved. In this respect, rehabilitation engineering might be
seen as a special form of ergonomics. The design of a tool or assistive device
is aimed at the restoration of (a modality of) functions and subsequently at
enhancing the quality of the client's daily life. In most instances the tool in this
sense is merely an extension of the human being, aimed at communication or
interaction with the environment. The optimization or fine-tuning of the inter-
action between device and client in terms of individual efficiency, comfort, safe-
ty, and health is part of ergonomics. Given the specific disability related problems,
one might argue that ergonomics within the area of rehabilitation engineering
is a special form of ergonomics. However, as in other areas of ergonomics, the
same philosophy is applicable and basic rules of optimization are observed. Fun-
damental research is needed in order to establish a body of knowledge appropri-
ate for specifying the effects of an impairment or disability (Feeney, 1987;
Rohmert, 1979). This is illustrated in the review of the ergonomics of wheel-
chair ambulation presented here.
Request reprints from Dr. Luc
H.V.
van der Woude, Dept. of Functional Anato-
my, Faculty of Human Movement Sciences, Free University, Van der Boechorststraat
9,
1081BT Amsterdam, The Netherlands.
pf3
pf4
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pf8
pf9
pfa
pfd
pfe
pff
pf12
pf13
pf14
pf15
pf16
pf17
pf18

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ADAPTED

PHYSICAL

ACTIVITY

QUARTERLY,

1989,6,

109-

Ergonomics

of

Wheelchair Design:

A^

Prerequisite for OptimumWheeling Conditions

Luc

H.V.

van der Woude, Dirk-Jan E.J. Veeger,

and Rients

H.

Rozendal

Free University, Amsterdam

A review of wheelchair research within the scope

of the wheelchair

as a means

of daily ambulation

is presented. The relevance of a combined biomechanical

and physiological research approach is advocated for enhancing the body ofknowledge

of wheelchair ergonomics,

that is, the wheelchairluserinteraction

in relation to aspects of vehicle mechanics and the user's physical condition.Results of experiments

regarding variations in the wheelchairluser interface

stress

the possibilities

of optimization

in terms of wheelchair

dimensions and

user characteristics.Analysis of propulsion technique is aimed at the within-cycle characteristics and the time-dependent organization of technique.Ergonomics is a fairly new area of research that has emerged as a postwar specialization of human and technical sciences. The essence of ergonomics is theoptimization

of human work conditions (devices, tools, work, environment) with

respect to the capabilities of the human being such that health, safety, comfort,and efficiency are improved. In this respect, rehabilitation engineering might beseen as a special form of ergonomics. The design of a tool or assistive deviceis aimed at the restoration of (a modality of) functions and subsequently atenhancing the quality of the client's daily life. In most instances the tool in thissense is merely an extension of the human being, aimed at communication orinteraction with the environment. The optimization or fine-tuning of the inter-action between device and client in terms of individual efficiency, comfort, safe-ty, and health is part of ergonomics. Given the specific disability related problems,one might argue that ergonomics within the area of rehabilitation engineeringis a special form of ergonomics. However, as in other areas of ergonomics, thesame philosophy is applicable and basic rules of optimization are observed. Fun-damental research is needed in order to establish a body of knowledge appropri-ate for specifying the effects of an impairment or disability (Feeney, 1987;Rohmert, 1979). This is illustrated in the review of the ergonomics of wheel-chair ambulation presented here.

Request reprints from Dr. Luc

H.V.

van der Woude, Dept. of Functional Anato-

my, Faculty of Human Movement Sciences, Free University, Van der Boechorststraat9,^ 1081BT Amsterdam, The Netherlands.

110

van

der Woude, Veeger, and Rozendal

The relevance of research of manual wheelchair propulsion from an ergo- nomics perspective was first recognized in Europe by the German group ofHildebrandt and Engel (Engel

&^

Henze, 1981,1982,1984; Engel

&^ Hildebrandt,

1971,1974,1978; Hildebrandt, Berendes,

&^

Kroeger, 1970; Voigt

&^ Bahn, 1969;

Voigt, Berendes,

&^

Bahn, 1968). More recent studies focusing on the physio-

logical evaluation of wheelchair designs were conducted by Parziale, Lee,Scararnuzzi,

and Calvin (1986), Woude, Groot, Hollander, Ingen Schenau, and

Rozendal(1986), Hilbers and White (1987), and Gangelhoff, Cordain, Tucker,and Sockler (1988). Mechanical efficiency and energy expenditure were studiedin relation to several specific wheelchair configuration features, such as seatposition (Brubaker, McClay,

&^

McLaurin, 1984; Brubaker

&^

McLaurin, 1982;

Engel, Neikes, Bennedik, Hildebrandt,

&^

Rode, 1976; Lesser, 1986),

lever length

and mechanical advantage in lever driven wheelchairs (Brubaker, 1984; Engelet al., 1976). Moreover, preliminary studies have been initiated into muscleactivity and force generation

in^ wheelchair ambulation

(Brubaker, 1984;

Brubaker

&^ McLaurin, 1982; Cerquiglini, Figura, Marchetti,

&^

Ricci, 1981; Lesser, 1986).

To date, attention has been focused predominantly on hand rim wheelchairs.Perhaps due to both the complexity of the wheelchairluser combination and thevariation in research methods (Dreissinger

&^

Londeree, 1982), no conclusive

ergonomic guidelines have been formulated aimed at high efficiency and lowenergy cost of locomotion, and implying an optimum fitting of the wheelchairto the user.

Rationale

Hand-rim wheelchair propulsion is a straining way of ambulation: high cardio-respiratory responses are seen at relatively low levels of power output (Brattgard,Grimby,

&^

H h k , 1970; Glaser, Simon-Harold,

Petrofsky,

Kahn,
&^

Suryaprasad,

Voigt

&^

Bahn, 1969; Voigt, Berendes,

&^

Hildebrandt, 1968). Some studies

stressed the low gross mechanical efficiency, rarely exceeding a value of 10%(Brattgard

et al., 1970;

Brubaker

&^ McLaurin, 1982;

Woude et al., 1986;

Woude,

Veeger, Hendrich, Rozendal,

&^

Ingen Schenau, 1988).

A^

low mechanical effi-

ciency means a high loss of energy: under steady-state submaximal conditionsa mechanical efficiency of 10

%^ implies that 90

%^ of the liberated aerobic energy

dissipates into heat. Only 10% is used to overcome rolling resistance, air drag,and internal friction in the wheelchair. This is unfavorable when one considersthe 25-year-old design of the chrome-plated foldable wheelchair and the generalcharacteristicsof the population of wheelchair users: a relatively high age, a seden-tary

lifestyle, and a physical disability (Roebroeck, Woude,

&^

Rozendal, 1989).

Moreover, wheelchair users have to rely on the generally untrained and smallmuscle volume of the arms.

Physical activity can be expected to

be

beneficial to the cardiorespiratory

system. Wheelchair use under daily sedentary conditions may be insufficient tostimulate the cardiorespiratory system (Hjeltnes

&^

Vokac, 1979). Lack of suffi-

cient physical activity may lead to obesity and the accelerated development ofcardiorespiratory

ailments. Wheelchair users are at an increased risk

in^

this respect

(Dearwater et al., 1986; Haas, Axen,

Pineda, 1986; Shephard, 1988). The

conventional wheelchair itself is more likely to prohibit than

112

van

der Woude, Veeger, and Rozendal

Vehicle Mechanics In^

a recent Dutch users survey it appeared that the majority of the manually propelled wheelchairs in the study were in deplorable mechanical condition andwere not being maintained (Roebroeck et al., 1989). The effects for the user areineffective ambulation, discomfort, and probably a decreasing radius of action.With respect to ambulation, a number of mechanical aspects are important. Massand mass distribution over the wheels and wheel radius are important for rollingdrag and the effect of gravity when going up an incline.

In^

hand rim wheelchairs

most of the weight should

be over the large rear wheels since they have a low

rolling resistance. Thus rolling drag and the lateral instability on a side slopedecreases (Brubaker, McLaurin,

&^

McClay, 1986; Weege, 1985). Rolling fric-

tion of tires is dependent on the deformation

of the floor surface (material, hard-

ness, smoothness) as well as the tire material (smoothness,

pressure) (Kauzlarich

&^

Thacker, 1985). Several researchers have shown the detrimental effects of weight, tire pressure, and different floor surfaces on rolling drag and energy cost(Brauer, Voegtle,

&^

Hertig, 1981; Engel

&^

Heme, 1981; Glaser

&^ Collins, 1981;

O'Reagan et al., 1981; Wolfe, Waters,

Hislop, 1977).

According to O'Reagan et al. (1981) and Veeger, Woude, Bieleman, and Paul (1988), camber of the rear wheels has little influence

on rolling drag. Cam-

ber improves lateral stability and, according to Clarke (1986) and Hilbers andWhite (1987), it may even improve the reach of the hands to the rim. Misalign-ment of the wheels must be prevented, since any degree of toeing-in or out ofthe wheels increases rolling drag dramatically (O'Reagan et al., 1981). Energyloss due to ball-bearing friction will in general be small but may require main-tenance. Another factor of internal friction may

be associated with frame defor-

mation in foldable wheelchairs. One should consider wheelchairs as ordinaryvehicles. Regular maintenance is important since all frictional losses have to beovercome before efficient ambulation and acceleration is feasible.

Little is known about air resistance in wheelchair ambulation. It is often considered nonrelevant, which is true for indoor use. However, in outdoor useair resistance due to wind and propelling speed can be considerable, especiallyin racing events (Brubaker

&^

McLaurin, 1982). Whether skinsuits are beneficial

in racing events should be studied.

Experimental Methods

Studying wheelchair propulsion

in^

real wheelchairs is a complex problem. Differ-

ent methods are used: a wheelchair

track (Hilbers

&^ White,

1987; Peizer, Wright,

&^ Freiberger, 1964), a stationary platform with instrumented rollers and bear-ings upon which the wheelchair is mounted (Coutts

&^

Stogryn, 1987; Stoboy,

Rich,

&^

Lee, 1971), a stationary device connecting the wheelchair to an existing cycle ergometer (Brattgard et

al.,

1970; Forchheimer

&^

Lundberg, 1986; Wicks,

Lymburner, Dinsdale,

&^

Jones, 1978), or a motor driven treadmill (Bennedik,

Engel,

&^

Hildebrandt, 1978; Engel

&^

Heme, 1984; Gass

&^

Camp, 1979, 1984;

Lakomy, Campbell,

Williams, 1987; Lesser, 1986; Sanderson

&^

Somrner,

1985; Voigt

Bahn,

All

methods have advantages and disadvantages

(Dreissinger

&^

Londeree, 1982).

In^

our experiments

two different experimental

setups are used, a motor driven tre

rpose ergometer.

Ergonomics of Wheelchair Design

113

Motor Driven Treadmill To analyze complete wheelchair concepts, a motor driven treadmill is used. Ona^ motor driven treadmill, mean external power output

(P,
) is measured in a drag

test (Bennedik et al., 1978) in which wheelchair/subject combination is towedover the turning belt with a cable, which is connected

both to the wheelchairluser

combination and a force transducer mounted upon the frame of the treadmill(Figure 1).

During the drag test the subject is passively seated in the wheelchair, and the power output

(Po)

equals the sum of rolling resistance, internal friction in

the wheelchair, and gravitational force when going up an incline. The productof the sum of the drag forces

(FJ

and the mean belt speed

(V)

is the drag power,

which will

be

equivalent to the mean power output during an exercise test on

the treadmill at identical speed and slope. From Po

and cycle frequency

(f),

the

amount of work per cycle

(A)

is calculated. At a submaximal

performance level

the gross mechanical efficiency can

be derived from energy expenditure

(EJ

and

the external power output (Po) (Woude et al., 1986; Woude, Veeger,

&^

Rozen-

dal, 1988b). Wheelchair Ergometer^ To address physiological and biomechanical issues, specific wheelchair ergometerswere designed. These consist of a seat and propulsion mechanism connected toa variable resistance and inertia (Brubaker

&^

McLaurin, 1982; Burkett et al.,

Figure

A^

drag

test on a motor driven

treadmill

used

to^ determine

the mean ex-

ternal power output at different slope levels of a wheelchairluser combination(P,=F,-V). Such tests can also be applied to determine differences

in^ rolling fric-

tion due to mechanical differences.

Ergonomics of Wheelchair Design

115

User-Related

Factors

In the following, results of experiments concerning propulsion technique andaspects of the wheelchairluser

interface will be discussed in more detail. Experi-

ments were predominantly conducted

on the treadmill.

In

the majority of experi-

ments, subjects

conducted a 12-min continuous wheelchair exercise

test in which

either the slope or the speed of the treadmill/ergometer

increased every

3 minutes.

Prior to the experiment, subjects conducted a trial

run

and a warm-up session

was obligatory. In the 3rd minute of each workload step, physiological and bio-mechanical

measures (film, electromyography, torque) were taken. Both wheel-

chair athletes as well as non-wheelchair users were subjected

to the experiments.

Thus oxygen cost, ventilation, heart rate, respiratory exchange ratio, and grossmechanical efficiency were determined. From film data the timing parameters,push range, and amount of worklcycle were determined. Subsequently the angu-lar excursions of the arm segments and trunk were determined. Muscle activitywas determined qualitatively with surface electromyography. Results of statisti-cal analysis (ANOVA, student

t^ tests, post hoc analysis) are presented in terms

of significance (P<0.05). Work Capacity and Training The body of knowledge has increased in the last

years regarding the cardio-

respiratory effects of

arm

work during wheelchair ambulation or

arm

cranking.

These studies are mainly about sport related or rehabilitation training programs(Bar-Or, Inbar,

&^

Spira, 1976; Engel

&^

Hildebrandt, 1977;

Huang, McEachran,

Kuhlemeier, DeVivo,

&^

Fine, 1983; Loftin, Boileau,

&^

Massey, 1988; Nilsson,

Staff,

&^

Pruett, 1975; Sedlock, Knowlton,

&^

Fitzgerald, 1988; Zwiren

&^

Bar-

Or, 1975), methodology of exercise testing (Bar-Or

&^

Zwiren, 1975; Davies

Sargeant, 1974; Gass

Camp, 1984; Glaser

&^

Collins, 1981; Kofsky, Davis,

Shephard, Jackson,

&^

Keene, 1983;

Pitetti, Schnell,

&^

Stray-Gundersen, 1987).

Woude, Veeger, Hendrich, et al. (1988) showed that energy cost and gross mechanical efficiency are not merely dependent on power output alone but alsoon velocity and resisting forcelslope. Equal levels of power output, but at differ-ent velocities and subsequently resisting force, led to a lower mechanical effi-ciency for the high velocity condition.

Both active athletes and sedentary wheelchair users (Taylor, McDonell,

Brassard, 1986; Zwiren

&^

Bar-Or, 1975) or non-wheelchair users have been

studied (Flandrois

et^ al.,
Loftin
et^ al.,

1988; Tahamount, Knowlton, Sawka,

&^ Miles, 1986; Zwiren

Bar-Or, 1975). Marked differences in oxygen cost,

heart rate, and mechanical efficiency can be expected between wheelchair usersand able-bodied persons. Although different in absolute terms, similar trends inthe results with respect to the effects of wheelchair configuration or other experi-mental conditions were found (Woude et al., 1986; Woude, Veeger,

Rozen-

dal, 1988a). A homogeneous group of non-wheelchair users can

be selected

more

easily on physical characteristics, age, and level of training. The effect of theintact body is unclear, and future studies will have to deal with these aspects.

A limited number of studies focused on female athletes

or sedentary wheel-

chair users (Loftin et al., 1988; Sedlock et

al.,

1988; Tahamount et al., 1986).

A^ vast majority of studies, however, focused on subjects with spinal cord lesionsand the effect of the lesions on work capacity (Coutts, 1984; Coutts, Rhodes,

116

van der Woude, Veeger, and Rozendal

&^ McKenzie, 1983, 1985; Coutts

Stogryn, 1987; Dearwater et

al.,

Flandrois et

al.,

1986; Gass

&^

Camp, 1979, 1984; Haas et al., 1986). Differ-

ences in work capacity-related

to disability, age, or physical condition-have

been established (Gass

&^

Camp, 1984; Shephard, 1988). The work capacity of

wheelchair athletes has been evaluated most frequently (Coutts

&^

Stogryn, 1987;

Gass

&^

Camp, 1979; Lakomy et al., 1987; Miles et al., 1982), whereas some attention has been directed to evaluation of actual sport activities (Asayama et^ al.,

1985; Coutts

&^

Schutz, 1988; Ridgway, Pope,

&^

Wilkerson, 1988).

A^ num-

ber of review studies have been published (Davis, Shephard,

&^

Jackson, 1981;

Franklin, 1985; Glaser, 1985; Hoffman, 1986; Sawka, 1986; Shephard, 1988).

The relevance of this research effort is that beneficial effects of physical activity and training for wheelchair users in relation to the rehabilitation processand sports participation, as well as the effects on prevention of cardiovasculardiseases, have been established (Dearwater et

al.,

1986; Franklin, 1985; Glaser,

1985; Haas et al., 1986; Hoffman, 1986; Shephard, 1988).

This major research effort has resulted in a data base on the work physio- logical

effects of wheelchair propulsion. However, a really thorough

understanding

of arm work, as in leg work, does not yet exist. The physiology of wheelchairambulation

lacks a certain normative foundation. Biomechanical research of wheel-

chair ambulation is even more scarce and relations between biomechanical andphysiological aspects have been studied only to a limited extent. Propulsion

Technique

Oxygen cost is an adequate

parameter for evaluating the effectiveness

of steady-

state locomotion with a given wheelchair configuration.

However, metabolic pa-

rameters themselves do not clarify

how

energy is transferred from the user to

the wheelchair or

why

a given wheelchair

configuration

requires less energy than

another.

An

integrated analysis of propulsion technique parameters such as tim-

ing, movement pattern, muscle activation, and force generation is required.

To date, these areas of interest have been studied to a limited extent and separately (Brubaker

McLaurin, 1982; Cerquiglini et al.,

;^ Gaines,

Zornlefer,

Zhao, 1985; Higgs, 1986; Lamontagne, in press; Lees,

in^

press;

Lesser, 1986;

Ridgway et

at.,

Sanderson

&^ Sommer, 1985;

Veeger, Woude,

&^ Rozendal, 1988; submitted; Veeger, Woude, Bieleman,

&^

Paul, 1988; Walsh,

Marchiori,

Steadward, 1986; Woude, Veeger,

Rozendal, 1987; Woude et

al., 1988; Woude et

al.,

1988a).

Propulsion technique covers different phenomena and can be divided into different sets of parameters:

Simple

timing parameters, such as number of pushes the user exerts (cycle frequency

[fJ

and cycle time [CT]), duration of hand-to-rim contact (push

time

[PT]),

recovery phase

(CT
  • PT

=RT), push range or angle through

which the hand travels on the hand

rim

(PA), and amount of work per cycle;

Study of movement pattern of the arm and trunk segments implies film orvideo analysis of the motions of the upper and lower

arm

and trunk, rela-

tive to each other, during wheelchair propulsion; this results in inforrna-tion about angular displacement, velocity, and

118

van der Woude, Veeger,

and

Rozendal

This general timing pattern holds for speeds

between 0.55 and 4.17 mas' (Woude

et al., 1987; Woude, Veeger, Hendrich, et al., 1988), for wheelchair athletespropelling a racing wheelchair with different hand

rim

sizes or a basketball wheel-

chair (Veeger et al., submitted; Woude, Veeger, Rozendal, et

al.,

for wheel-

chair athletes as well as non-wheelchair users (Woude et al., 1988a; in press),for different

sitting heights (Woude, Veeger, Meys,

&^

Oers, in press), for wheel-

chair propulsion on the treadmill at slopes between 0 and 3", as well as for thestationary wheelchair ergometer at power output levels up to 60

W

(Woude,

Veeger, Hendrich, et al., 1988; Woude et al., in press). An expected increasein peak torque with increasing

velocity was confirmed recently on the ergometer

(Woude et

al.,

in press).

On the other hand, an increase in the resisting force (slope of the tread- mill), but constant velocity leads to increases in worMcycle and cycle frequencyand subsequently to significant decreases in recovery time, whereas push rangeand the push duration remain constant (Veeger et al., submitted; Woude, Veeger,Hendrich, et al., 1988). Lesser (1986) showed that an increase in peak torqueresulted with increasing resistance.

The results of Veeger et al. (submitted) revealed that with increasing mean velocity the movement pattern of the arm segments and trunk changed duringthe push phase (N=5 wheelchair athletes; basketball wheelchair; 0.55-1.39 m-6';2 and 3" slope). Maximum and minimum values of the trunk angle shifted for-ward whereas the maximum upper arm ante- and retroflexion angles decreasedwith increasing velocity (P<0.05). The elbow angle showed no significant

changes,

but the peak angular velocity of the elbow as well as upper arm and trunk showedsignificant increases (P<0.05).

Optimum

Cycle

Frequency.

Optimum technique in terms of energy cost

may improve sport performance, prevent injuries of longstanding excessiveactivity, and enhance proper wheelchair use under daily-use conditions. How-ever, little is known about the adequacy of the movement pattern and timing inwheelchair ambulation in general. The frequency of movement at a given poweroutput influences energy cost.

An

optimum frequency of motion is apparent in

different cyclic movement patterns (cycling, walking) but has not been establishedfor wheelchair ambulation.

To evaluate hand rim wheelchair ambulation with regards to the effect of different imposed cycle frequencies on cardiorespiratory responses and propul-sion technique, six experienced wheelchair athletes and six non-wheelchair users,respectively, conducted four and three wheelchair exercise tests on a treadmillat different

velocities (0.55- 1.39 m-

s-' and a constant slope). In each test a 3-min

period at a freely chosen cycle frequency (FCF= 100%)

was followed by four

3-min blocks of paced cycle frequencies at 60,80, 120, and 140%

FCF. Simple

propulsion technique parameters were studied with high-speed film.

Analysis of variance revealed a significant effect (P<0.05) of cycle fre- quency on oxygen cost

and

mechanical efficiency for the group of wheelchair

athletes (WS), indicating

an optimum close to the freely chosen cycle frequency

at any given velocity (Slope 2") (Sargeant

&^

Woude, 1988). The optimum and

freely chosen frequency increased with velocity as is indicated above, the latterfrom 0.67 to 1.03 cycles/sec over the range studied (P<0.05).

Oxygen cost was

+_^10

%^ less at 100

%^ FCF compared to

or 140%

FCF

Mechanical efficiency at 100%

FCF was 8.5,9.7, 10.4, and 10.

%^ at the four

Ergonomics of Wheelchair Design

WS-GROUP

/N=6)

1W^

C(C

EFREQUENCY

Figure

Gross mechanical efficiency

(N=

wheelchair athletes)

in^

dependence

of four imposed cycle frequencies

80, 120, 140%)and the freely chosen cycle

frequency (100%)

at four different velocities and a 2" slope of the treadmill.

velocities, respectively (Figure

The optimum cycle frequency in terms of

energy cost and mechanical efficiency was similar for a group of six non-wheelchair users propelling the same wheelchair at the three highest velocitiesand at a slope of 1

"^.^ The fact that untrained non-wheelchair users selected a fre-

quency of motion close to a physiologic optimum implies that the selection ofan^

optimum frequency is not merely a consequence

of practice but at least partly

reflects a physiologically determined optimum, possibly dependent for exampleon velocity of contraction and power output of the muscles used. The timing pa-

Ergonomics of Wheelchair Design

I^

I^

i

0

1

2

wf

(degrees)

Figure

Mean oxygen cost of

(N=

non-wheelchair

users propelling

four differ-

ent wheelchairs on the treadmill

at^ different slopes and

a^ mean velocity of

m.s-'.

chairs and their physiological benefits for use in sports and recreation. Theexplanation of the other results is more complicated. One would expect the rac-ing wheelchair to be superior to the daily-use wheelchair, but not to be at sucha great disadvantage compared with the tricycles. Although inexperience mayhave influenced the subjects' achievement in the racing wheelchair, other factorsmay be present. Next to hemodynamic differences between hand rim propulsionand lever and crank modes, biomechanical differences

in^

terms of force genera-

tion (leverage, grip, pushlpull forces, reaction forces, and

trunk

stability) and

muscle activity (which muscles, timing of agonists and antagonists, trajectory)seem relevant but have not been studied in this context.

Gangelhoff et al. (1988) recently studied lever and crank work modes. Lever ergometry appeared superior to crank ergometry and led to lower cardiorespiratoryresponses. Again the explanation

is complicated

and speculative

due to the different

forms of motion. Important variables in this respect may be the seat position,the mechanical advantage and leverage of the system, and the form and positionof the hand grip. With respect to the lever, relevant factors may be whether both

122

van der Woude, Veeger, and Rozendal

push and pull forces can be exerted, whether the trunk is involved, and whetherthe hands move alternately or synchronously. According to Glaser, Sawka,Laubach, and Suryaprasad (1980) and Engel et al. (1976), alternate movementsof the arms are more efficient. This contrasts with findings

of Lesser (1986) con-

cerning asynchronous lever propulsion. Bobbert (1988), however, found that ina vertical one-legged jump more than 50% of the maximum height of the bodycenter of gravity present in two-legged jumps can be attained.^ Hand

Rim

Characteristics

Higgs (1983), who was the first to analyze the relation between sports wheel-chair design and athletic achievements during the Paralympics, showed greaterachievement for those athletes in lightweight wheelchairs with smaller rims, in-creased camber, and more inclined and rearward placed seats. Although the greaterachievement may have been due to a lower rolling resistance and internal fric-tion, or to the athlete's better work capacity, the design and fitting of the wheel-chairs might have played a decisive role. Engel and Henze (1981) and Bmbakerand McLaurin (1982) presented the first experimental

evidence for lower cardio-

respiratory responses during wheelchair propulsion in a sports wheelchair com-pared with a conventional hand

rim

wheelchair under similar conditions. Parziale

et al. (1986) recently presented similar (preliminary) data. Hilbers and White(1987) conducted a similar analysis but presented more results and an appropri-ate description of the wheelchairs under study. Propelling a sports wheelchair(9.8 kg) at a given speed led to a 17% lower energy cost in comparison witha conventional hand rim wheelchair (18.9 kg). Woude et

al.

(1986) found the

tested racing wheelchair to be superior to a daily-use active wheelchair in termsof oxygen cost, heart rate, and drag forces, but not in terms of mechanical effi-ciency. The latter may

be

due to the differences in external power output (i.e.,

drag forces). Vehicle mechanics (weight distribution) will have a decisive role,but perhaps also important are proper fitting of the wheelchair to the user andrelated ergonomic advantages.

Characteristics of hand rims have been evaluated to a limited extent. Leh- mann, Warren, Halar, Stonebridge, and DeLateur (1974), Brubaker and McLaurin(1982), and Lesser (1986) have evaluated commercially

available rims and some

prototypes with different biomechanical and physiological methods (force mea-sures, electromyography, endurance time). Gaines and La (1986) conducted auser survey among 28 spinal cord injured subjects. It is clear that contour charac-teristics such as pegs, coating, profile, and tube diameter are dependent on boththe nature and extent of the disability and grip strength. Relations to anthropo-metric dimensions are obvious but have not yet been studied.

There are two major differences

between

racing wheelchairs and lightweight

or conventional hand

rim

wheelchairs: the small hand rim size

(f

30 cm diameter)

in racing wheelchairs and the low and inclined seat position. Both characteristicswere related to success in Higgs' (1983) study. Woude, Veeger, Rozendal, etal.^

(1988) studied the effect of different hand rim sizes on energy expenditure and propulsion technique with a group of

(n^

=8) wheelchair athletes. Subjects

propelled their own similar type racing wheelchair (Speedy Wheely) with fivedifferent hand rim diameters (Dl-D5: 0.30-0.56 m) in five separate tests on themotor driven treadmill. The tests were all conducted under equal external loads(0.5"; V=0.83-4.

m-s-').

van der Woude, Veeger, and Rozendal

SEAT

HEIGHT N=^

NW

%

V=.56rnls

6 4

I^

I^ -

I^

1

140

WOW

ANGLE

Figure

Mean

values of

gross

mechanical

efficiency

of^ (N=9)

non-wheelchair

users

propelling

a^ basketball

wheelchair

at different

sitting heights (elbow angles: 100,120,

and

four

velocities.

a shorter push time and over a shorter range, which requires a change in the torquecharacteristics

of the hands. These factors may explain the enhanced energy cost

with increasing sitting

height. Data must

be^

gathered on more subjects

and smaller

increments in seat height before a predictive model for seat height is feasible.However, the data here suggest a means of ergonomic optimization within thehand rim wheelchair design. Camber In^ view of the opinion that an increased camber angle of the rear wheels enhanceslateral stability as well as the reach of the rim and allows a less hampered armmotion, a positive effect on energy expenditure and propulsion technique maybe expected (Clarke, 1986; Higgs, 1983; Hilbers

&^

White, 1987). An experi-

ment was conducted on the effects of different camber angles on physiological

Ergonomics o

f Wheelchair Design

125

and propulsion technique parameters, movement patterns, and muscle activity(Veeger, Woude, Bieleman,

&^

Paul, 1988). The rationale behind this experiment

was that an increased camber angle is believed to improve the reach of the handsto the rims, and to improve the alignment of the shoulder, elbow, and hand inthe plane of the hand

rim,

thus decreasing inefficient abduction.

Eight non-wheelchair users conducted four wheelchair exercise tests at camber angles of

and 9" on the treadmill. Results of this experiment

were revealing: analysis of variance showed no effect of camber angle on thephysioIogical parameters.

A^

small effect was found in some parameters of propul-

sion technique. Preliminary electromyographicresults showed an absence of ac-tivity in the m. deltoideus pars acromialis (abductor of the arm) during the pushphase. The main activity of this muscle occurs during the second half of the recov-ery and not, apart from a brief burst, at the end of the push phase. There is nosubstantial difference in activity between

0 and 9" camber. Both
mm.

pectoralis

major and deltoideus pars clavicularis have their major activity during the pushphase and appeared highly active. This may explain the abduction during the pushphase as being a much more passive side effect of a complex process of anteflex-ion. The following hypothesis needs further clarification: anteflexion instigatedby^

mm.

pectoralis major and deltoideus pars clavicularis leads to endorotation and abduction in the shoulder joint, as a side effect, since the elbow and handare part of a closed chain between shoulder and hand rim.

In this project no kinematic or physiological advantages of camber were found. Since wheelchairs with cambered wheels have better static stability, cam-bered rear wheels are preferable. Given that a basketball wheelchair was studiedwith a group of non-wheelchair users, further study seems warranted. In racingwheelchairs with a low and inclined seat and small hand rims, as analyzed byHiggs (1983), camber may be of greater relevance

than

comfort alone. More-

over, the top-to-top distance between the rims may be of relevance in terms ofoptimization of wheelchairs in general.

Conclusions

One may conclude there is increasing research interest in wheelchair locomotionand design. With the help of experimental research, design features may beexplained and confirming evidence substantiated. Thus ergonomic guidelines maybe established for optimally fitting the wheelchair to the user in general as wellas under sports conditions. As of yet, however, there is still a need for consider-able research effort from a combined physiological, anatomical, and biomechanicalperspective to shed light on the underlying processes in wheelchair ambulation.This effort should be directed to different categories of wheelchair users (age,disability, athletes, sedentary) and different wheelchair designs.

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