TECHNICAL PAPER ON MOBILITY AIDS STOWAGE Volume 1: Research Findings and Recommended Practices September 1988 Prepared for: ARCHITECTURAL AND TRANSPORTATION BARRIERS COMPLIANCE BOARD 1111 18th Street, N.W. Suite 501 Washington, D.C. 20036-3894 (202) 657-7848 (Voice or TDD) Prepared by: Michael E. Wiklund American Institutes for Research 45 North Road Bedford, MA 01730 NOTICE This document is disseminated under the sponsorship of the Architectural and Transportation Barriers Compliance Board in the interest of information exchange. The United States Government assumes no liability for its contents or use thereof. The United States Government does not endorse products, manufacturers, or private corporations. Trade or manufacturer's names appear herein solely because they are considered essential to the object of this report. FOREWORD This technical paper, titled Mobility Aids Stowage, was prepared by American Institutes for Research under contract to the Architectural and Transportation Barriers Compliance Board, Washington, D.C. The paper follows several interim project reports that have documented the extent and effectiveness of mobility aids stowage services in the U.S. and international airline industry. The goal of the project is to promote improved mobility aids stowage methods in the airline industry, thereby improving the accessibility and quality of air transportation services provided to passengers with disabilities. The technical paper is divided into two volumes: Volume 1: Research Findings and Recommended Practices Volume 2: Recommended Approaches to Solving Remaining Problems and Barriers As described in the paper, several opportunities have been identified to improve mobility aids stowage services. Some involve leading airlines to implement specific policies, procedures, practices and technology that are already in-place and have been proven effective by one or more airlines. Other opportunities involve developing new technology, stowage requirements data, and operational approaches, and then promoting their implementation. Volume 1 TABLE OF CONTENTS Section No. Title 1.0 INTRODUCTION 2.0 DESCRIPTION OF ATBCB'S RESEARCH EFFORT 3.0 THE REGULATORY ENVIRONMENT 3.1 Current Regulations 3.2 Revised Regulations 4.0 THE EXISTING PROBLEMS 4.1 Non-Powered Wheelchair Stowage Problems 4.2 Powered Wheelchair Stowage Problems 4.3 Cane and Crutch Stowage Problems 4.4 Service Dog Transportation Problems 4.5 Miscellaneous Equipment Stowage Problems 4.6 Problems Related to Airline Policy-Making and Implementation 5.0 MOBILITY AIDS STOWAGE PRACTICES 5.1 Wheelchair Stowage 5.2 Service Dogs 5.3 Crutches and Canes 5.4 Miscellaneous Equipment Attachment 1 - Proposed Wheelchair Battery Stowage Procedure Attachment 2- Federal Regulations on Stowing On-Board Articles Volume 1 LIST OF FIGURES AND TABLES Table Title 1 Airline Personnel Who Innovated Handicapped Services or Hold Current Responsibility Figure Title 1 Everest & Jennings Premier 8 Powered Wheelchair; Dismantled and Folded 2 Wheelchair Stowed in a Unit Load Device (ULD) 3 Wheelchair Being Loaded in an Upright Position (Boeing 727-200) 4 Wheelchair Stowed in Forward Cargo Compartment (Boeing 727-200) 5 Wheelchair Tipped Sideways to Fit Through Foreword Cargo Compartment Access Door (Boeing (737-200) 6 Wheelchair Being Loaded into Aft Cargo Compartment (Beechcraft 1900) 7 Wheelchair Stowed in Belly Compartment (Jetstream 31) 8 Control Mechanism Disconnected From Wheelchair 9 & 10 Wheelchair Being Loaded by Belt Loader into Aft Cargo Compartment (Boeing 737-300) 11 United Airline's Combined Pilot Notification Form and Wheelchair Stowage Checklist 12 Alternative Pilot Notification Form 1.0 INTRODUCTION The need to improve the mobility aids stowage services provided by airlines is felt by both the airlines and disabled persons. The airlines seek ways to serve the disabled passenger more effectively while also assuring efficient and safe operations. An increasing number of disabled passengers are utilizing air transportation services and increasingly advanced mobility aids. These passengers want their trips to be convenient and to know that their mobility aids will be accepted for carriage and remain undamaged. With these goals in mind, the reality of mobility aids stowage practices among major and regional airlines is that mobility aids stowage requirements can disrupt airline operations, especially if workable and efficient procedures are not developed and implemented in advance. On the other side of the issue, many passengers have encountered repeated problems including damage to their mobility aids, delays in service (such as long waits for their personal wheelchair to be delivered to them), and even denial of service. A review of airline policies and procedures has shown many opportunities for improving the level of mobility aids stowage service in several principal areas: the scope and clarity of federal regulations the airlines' policy-making and policy implementation processes industry standardization stowage procedures These changes are consistent with ongoing efforts to revise federal regulations, a process which is designed to improve the level of mobility aids stowage services and accessibility to handicapped travelers in general. 2.0 DESCRIPTION OF ATBCB'S RESEARCH EFFORT In October 1986, the Architectural and Transportation Barriers Compliance Board (ATBCB) initiated a study of the mobility aids stowage services provided by airlines. The goal of this research was to identify the best, in-place stowage services and promote their industry-wide adoption. The study followed several logical steps leading to the preparation of this technical paper which contains a discussion of mobility aids stowage issues and recommended procedures and practices. The first step involved collecting information on (1) disabled passenger experience utilizing stowage services, (2) major and regional airline's mobility aids stowage policies, procedures and practices and (3) the regulatory environment. The second step involved identifying the best stowage services already in-place that meet the intent of federal regulations, serve passenger's needs, and are also practical for the airlines. Where a complete solution could not be found, effective procedures for portions of the process were combined and synthesized into a complete procedure. The third step involved determining where mobility aids stowage problems persist without in-lace solutions and developing recommended approaches to solving them. Each step in the research process is briefly described below. Step 1 - Collect Information A general picture of disabled passenger experience was derived from personal accounts and opinions, which were described in various documents or obtained first hand. This approach was a pragmatic one, since there is no industry-wide or governmental system to track stowage problems. The approach was limited in that it did not provide a basis for statistical analysis and did not permit stowage problem frequency estimates. Nonetheless, the review of passenger accounts and opinions helped to determine where mobility aids stowage practices are responsive to passenger needs and preferences and where problems still exist. The airline industry was quite responsive to requests for information on their mobility aids stowage services. The Regional Airlines Association voluntarily distributed a survey on mobility aids stowage services that was completed and returned to the researchers by 44 regional airlines. On the basis of written requests, over 20 major airlines (foreign and domestic) provided sections of their operations manual describing mobility aids stowage services. Also by request, several aircraft manufacturers provided schematic diagrams and drawings of aircraft configurations (including cargo compartment dimension data). Assessing the regulatory environment focused on a review of federal regulations (contained in the Code of Federal Regulations) and background information pertaining to the regulation development and implementation process. The U.S. Department of Transportation (DOT) has reviewed this document to ensure consistency with regulations implementing the Air Carrier Access Act of 1986. The state of mobility aids stowage services was further defined based on information and insights obtained from the following: Discussions held between researchers and representatives from the Air Transport Association, the Regional Airline Association and two major airlines; A review of disabled passenger's complaints registered with the U.S. Department of Transportation's Office of Public Affairs during the period 1982-1987 (Feb); A review of issues of NINNESCAH (1984-1987) containing interviews with disabled air travelers attending the President's Committee on the Employment of the Handicapped annual meetings in Washington, D.C.; Technical presentations at the 1987 Access to the Skies- Annual Meeting; Interviews conducted with both major and regional airline operations personnel (station mangers and cargo handlers) at Boston's Logan International Airport; Various other documents providing research findings and guidance on the stowage of mobility aids and general air travel services for disabled persons. Step 2 - Identify Problems and In-Place Solutions Researchers compared the stowage procedures documented in airlines' operating manuals against accounts of passenger and airline personnel experience. By doing this, the "ingredients" of effective stowage methods became readily apparent. Effectiveness was measured in terms of (1) responsiveness to both passenger and airline needs and (2) feasibility of immediate implementation. Once the "ingredients" of good mobility aids stowage procedures were known, researchers then consolidated them into integrated procedures covering the various mobility aids stowage needs and requirements. The procedures were developed in the context of existing policies and procedures of some airlines and federal regulations and are intended as prototypes suitable for immediate airline adaptation and implementation. At the same time effective procedures were being defined, it was noted that inconsistency in airline policies, procedures and practices between airlines and even within the same airline had arisen as one of the disabled passengers' major complaints. Technical investigations pointed to the airlines' policy-making and implementation process including dissemination of information within the airline and divergent interpretations of federal regulations as the principal causes. Moreover, airlines do not always share information with one another so that a particular carrier may not know that an effective procedure exits. Step 3 - Recommend Solutions to Remaining Problems Researchers encountered several mobility aids stowage problems for which no in-place solution was found. By reviewing the results of related research and technology development efforts, potential solutions to several of the unsolved problems were identified. In some cases, these solutions were identified by the researchers based on the insights gained through the research effort, judgement and creativity. 3.0 THE REGULATORY ENVIRONMENT The regulations established by the federal government for handicapped accessibility are the foundation upon which current mobility aids stowage practices and specific problems rest. Airlines develop operational policies, procedures and practices to meet the intent of the federal regulations and their own operational objectives, In cases, problems cited in the area of mobility aids stowage can be traced back to (1) regulations that may be too broad and lack the detail that would assure better and more consistent airline practices and/or (2) lack of regulatory guidance in a key area. Of course some mobility aids stowage problems can also be traced to airline practices that are unresponsive in view of higher levels of service for the disabled passenger, including better mobility aids stowage services. 3.1 Current Regulations Section 14, Part 382 of the U.S. Code of Federal Regulations (CFR), titled "Nondiscrimination on the Basis of Handicap" is the regulatory foundation of accessibility requirements. 14CFR Part 382 serves "to ensure that handicapped persons receive adequate air transportation service, without unjust discrimination based on handicap, and to implement section 504 of the Rehabilitation Act of 1973. . .". The original 1984 regulation applies a general non- discrimination policy to all certificated airlines (those airlines that provide scheduled or charter services) and specific requirements only to those commuter (regional) air carriers that receive federal subsidy or compensation for losses caused by short term, essential services required by the U.S. DOT. The Air Carrier Access Act of 1986 required the U.S. DOT to revise the regulation to cover all certificated carriers. Besides establishing broad accessibility requirements, 14 CFR 382 establishes service requirements in the areas of: folding and battery powered wheelchairs guide (service dogs) canes and crutches personal oxygen for medical use Other regulations affecting mobility aids stowage practices are: 14 CFR Part 121.589 and 135.87 (canes, crutches) 49 CFR Part 175 (powered wheelchair batteries) 14 CFR Parts 121.574 and 135.91 (personal oxygen) In several cases, the regulations leave room for interpretation by airline personnel in determining whether services will be provided. This is illustrated in the regulation excerpt provided below. "Carriers shall make reasonable efforts to permit handicapped persons to take folding wheelchairs aboard and to stow those wheelchairs in the passenger compartment" (14 CFR 382.14(c)) This sample is indicative of the problem faced by regulators: writing regulations that assure the best possible service to handicapped persons while not unreasonably burdening the airlines. The level of regulation specificity is confounded by factors such as the wide variety in both the type of aircraft used by airlines and the mobility aids used by handicapped persons. 3.2 Revised Regulations Recognizing the need to clarify the statutory prohibition against discrimination on the basis of handicap, the U.S. Congress passed the Air Carrier Access Act (Public Law 99-435) on 2 October 1986. In summary, the new law amended Section 404 of the Federal Aviation Act so that no airline may discriminate against a handicapped individual, or his or her property, by reason of such handicap, in the provision of air transportation services. The U.S. D.O.T. developed regulations to implement the law partly through a process termed "Regulatory Negotiation". This involved a series of negotiations among government, airline and public representatives begun in June 1987. The revised Part 382 Regulation establishes specific requirements, including provisions for mobility aids stowage, which apply to all certificated carriers. This increases the urgency for the development of better mobility aids stowage services and the need to provide information to help airlines develop effective mobility aid stowage policies, procedures and practices. With this background, the mobility aids stowage recommendations provided in this technical paper have been developed with the assumption that airlines wish to maximize mobility aids stowage services and that mobility aids will be accommodated unless there is a physical impossibility. 4.0 THE EXISTING PROBLEMS This section of the technical paper discusses mobility aids stowage problems from both the passenger and airline perspective. The problems reported are not intended to represent a complete list of problems since many are never documented, nor should they be interpreted to be the consensus of disabled passengers or the airlines. However, except where noted, the problems have been drawn from personal and documented accounts and complaints. The discussion of stowage problems covers non-powered wheelchair, powered wheelchairs, canes and crutches, service dogs and miscellaneous equipment. Also included in this section of the technical paper is a discussion of the problems related to airline mobility aids stowage policy-making and implementation processes. Problems related to aircraft and cargo handling constraints are addressed in Section 5.0. 4.1 Non-Powered Wheelchair Stowage Problems The stowage of non-powered wheelchairs presents primarily logistical and physical accommodation problems. No specific safety issues need to be resolved. Passenger and airline perspectives on the existing problems are discussed below. The Passenger's Perspective Disabled passengers have reported the following problems encountered when traveling with non-powered wheelchairs. The airline takes too long to return the wheelchair once at the destination point. One must often relinquish one's personal wheelchair upon arrival at the terminal and use an airport-provided wheelchair which might not be comfortable or provide independent mobility. One's personal wheelchair is not available for passenger use during extended layovers, so an airport-provided wheelchair must be used, with the inherent problems described above. The wheelchair does not fit into the cargo compartments of some small aircraft in use. The wheelchair is not accepted by certain airlines for stowage in small aircraft (even though it fits in the cargo compartment) on the grounds that it will use up too much of the limited cargo space, displacing other passengers' luggage. The wheelchair suffers damage such as: the bending of handles, wheel spokes and other parts; seat tears and stains; the loss of parts such as belts. Some passengers feel they must tape up loose parts on the wheelchair to protect the parts from damage or loss. Passengers have, in some cases, been required to sign a wheelchair damage waiver. These forms are reportedly intended to relieve the carrier of any responsibility for damage caused to the wheelchair during carriage. The wheelchair goes to the wrong destination and is not available to the passenger upon arrival at his or her destination. Airlines have reportedly tried to levy an extra charge for transporting the wheelchair where the weight of the wheelchair plus normal luggage exceeds that established limit for carrying luggage at no extra charge. The Airline's Perspective All major airlines and a majority of regional airlines surveyed (those operating relatively large aircraft) indicated that they accept non-powered wheelchairs. The physical stowage of non-powered wheelchairs seems to cause them no major problems since the cargo compartments of the larger aircraft could accommodate the wheelchair just like any other piece of luggage. No special care is generally taken, although some airlines have tested placing the wheelchair in a cardboard container or in a protective plastic bag. Non-powered wheelchairs are relatively light in comparison to some common pieces of luggage. Many non-powered wheelchairs fold-up into compact volumes. They are less susceptible to damage since they are less mechanically complicated than powered wheelchairs. Non-powered wheelchairs seem to be problematic only for regional airlines operating very small aircraft. The problems are: The wheelchair will not fit through the cargo or passenger access door, even through the cargo compartment itself could hold the wheelchair. The cargo compartment is too small to hold the non-powered wheelchair. If the carrier accepts the non-powered wheelchair, not enough room is left for the other passengers' luggage. Wheelchairs also have created logistical problems for the airlines: Delays incurred at times when there are close flight connections, especially involving a connection from a major airline to a regional airline. Wheelchair transfer and stowage can be time consuming when stowage space is already partially filled. Delays can be caused when a passenger occupies his or her own wheelchair until boarding (or during boarding if the chair fits down the aircraft aisle, as is possible in some first class sections), because the wheelchair has to be stowed at the last moment. 4.2 Powered Wheelchair Stowage Problems Aircraft stowage of powered wheelchairs stands out as the most challenging mobility aid stowage problem facing both disabled passengers and the airlines. Disabled passengers who use powered wheelchairs experience many of the same types of problems reported by people who use non-powered wheelchairs, as well as other significant stowage problems. Powered wheelchairs use electrical storage batteries as their power source. The batteries are define as a hazardous material and, therefore, are subject to U.S. DOT Research and Special Programs Administration (RSPA) hazardous material restrictions. Powered wheelchairs, as compared to non-powered ones, are heavier, bulkier, and more complicated mechanically. In addition, they are not normally foldable. These factors make powered wheelchairs inherently more difficult to stow on aircraft and more prone to damage. Passenger and airline perspectives on the problem are described below. The Passenger's Perspective Passengers report encountering the following problems related to powered wheelchair stowage. There are wide inconsistencies within and between airlines regarding whether they accept powered wheelchairs and certain types of batteries. Airline personnel can misinterpret federal regulations regarding the carriage of batteries, citing restrictions that do not exist. Lead-acid batteries, the most common type used because they provide the best source of power for wheelchairs, may not be accepted for aircraft stowage unless the lead-acid battery is removed from the chair and specially packaged. Some airlines refuse to transport lead-acid batteries altogether. Some airlines will only accept the gel-cell type batteries (which have a lower power output) because they are non-spillable. When the lead-acid battery is removed from the wheelchair, it is not always re-installed properly (if it is re-installed at all). When the battery is re-installed, it may be done improperly making the wheelchair inoperable and, in some cases, causing electrical damage because the cable-terminal connections are reversed. A common problem is that the battery terminals are left untightened. In these cases, the passenger must find the means to tighten the battery terminals before the chair will operate reliably. Some passengers remove the wheelchair's sensitive electrical control panel to avoid damage to it during transit. Passengers take the control panel on-board as carry on luggage. Some airlines require that the powered wheelchair be secured on a pallet and transported as cargo. This requires very early check-in and is not possible during all hours of airline operation. When a powered wheelchair is damaged, it may not be possible to fix it upon arrival at the destination due to lack of skilled service people and/or the lack of parts. Some passengers expect damage and carry extra parts or tool kits for the purpose of anticipated repairs. Airlines may require that special, spill-resistant caps be placed on the battery, a positive safety step. However, problems can occur when the special caps either are not compatible with the battery or are not available. Removing and replacing the original venting caps requires extra effort and creates the potential for loss. Some passengers have had to buy new batteries at their destination because an airline would not transport their batteries. Airlines may require that the battery be placed in a specialized battery container such as one developed and used in Canada. The container includes all the materials required to isolate electrically the battery and protect against battery acid spills. However, the container is not in widespread use in the U.S. Some airlines contend that the container does not represent an acceptable solution since it is not certified by the U.S. Federal Aviation Administration (FAA). Airlines may require that the passenger supply his or her own battery container; an added expense and inconvenience with no assurance that it is safe for transport. With the current trend towards joint operating or "code sharing" agreements between major and regional airlines, a passenger may not be aware that the final leg of a trip will be made on a small commuter aircraft. Therefore, the powered wheelchair may be accepted for transport on the first part of the trip but not for the last part, because it does not fit on the final aircraft. The Airline's Perspective Several concerned airlines and airline associations have been searching aggressively for solutions to powered wheelchair stowage problems. Their efforts have included participation in conferences on the topic and the development by some carriers of procedures to accommodate powered wheelchair stowage. Nonetheless, the airlines still contend with problems such as: The acid in a powered wheelchair battery is severely corrosive and, therefore, would present a safety hazard if it spilled and contacted critical elements of the aircraft. For this reported reason, some airlines are compelled to refuse to transport lead acid batteries, citing hazardous material regulations and internal policies. Some also refuse to transport the safer gel-type batteries. If an airline is going to use a battery container, these containers are an added cost (about $10 each) and must be stored somewhere near the passenger check-in location. Powered wheelchairs can be quite heavy (300 pounds or more). Some airlines may elect to use power equipment to load powered wheelchairs into cargo compartments. However, at some airports wheelchairs are still likely to be loaded manually, creating undue physical strain on cargo handlers and creating the chance for personal injury or physical damage to the wheelchair (both incidents could expose an airline to financial liability risks). A weight balance problem can be caused by a heavy wheelchair stowed in the aft compartment of a small aircraft not carrying a full load of passengers. The powered wheelchair is bulky and may reduce the amount of cargo that can be loaded into the aircraft, especially when an airline properly avoids placing anything on top of the wheelchair. The powered wheelchair is particularly susceptible to damage, leading to damage even when special care is taken with it. 4.3 Cane and Crutch Stowage Problems Canes and crutches present similar stowage challenges since they are typically long, rigid objects which do not bend or compress/telescope to fit within the small spaces available in passenger cabins. Canes include both the type used for standing support and the longer type used for guidance by blind persons. Crutches vary slightly in design and overall length depending on the user. Both canes and crutches must be stowed in a manner that prevents them from becoming a dangerous projectile in the even of a sudden aircraft motion. Passenger and airline perspectives on the problems of stowing these articles are presented below. The Passenger's Perspective Stowage of canes used by blind travelers produced few reported problems, due in part to recent FAA regulations. Two reported problems were: Some airlines require non-collapsing canes to be stored in the cargo compartments since they reportedly will not fit safely inside the passenger compartment. This is the case where the overhead bins do not have openings between them. Blind passengers feel vulnerable without their canes and feel restricted deplaning without them. Some blind passengers believe that the airline should provide a collapsible cane for temporary use on the aircraft. Although no other specific problems have been reported by passengers, the stowage of crutches and canes that are use for physical support purposes can be a problem if the item is stowed away yet needed for walking to the restroom or off the airplane. The unavailability of crutches and canes then necessitates the use of a boarding and/or on-board chair. The Airline's Perspective Airlines have not reported specific problems regarding the stowage of canes and crutches. however, it is clear from passenger reports that there are occasional disputes between airline personnel and passengers regarding the acceptability of bringing non-collapsing canes into the passenger compartment. Passengers may sometimes place canes and crutches in positions from which they can become projectiles or obstructions, producing conflicts between flight attendants and the passenger. 4.4 Service Dog Transportation Problems Blind and deaf passengers routinely travel with guide (seeing eye) or hearing dogs. While these animals could travel in the pressurized cargo compartments reserved for animals, they normally travel with their owners in the passenger cabin. The problems associated with transporting service dogs are described below. The Passenger's Perspective The normal, if informal, airline procedure regarding the seating of passengers with guide or hearing dogs is to assign them a bulkhead seat. Passengers traveling with a dog sometimes request bulkhead seating anyway. Some people feel that the bulkhead seating location generally provides extra legroom where the service dog can lie down. This seating location may, in cases, be required by the airline. If a bulkhead seat is not available or does not exist on the aircraft (as with some small aircraft), the dog must lie at the passenger's feet in the space allotted for feet and carry-on articles. Yet, many blind passengers submit that airlines have erroneously concluded that bulkhead seating provides the most room for dogs to lie at their owner's feet. The thrust of this assertion is that bulkhead seating does afford extra knee room which makes it easier to get into the seat, but actually affords less leg room and less room for the service dog. There is not seat in front and, therefore, no additional space (the space some people use for carry-on luggage) for the passenger's legs or the service dog. This is problematic because service dogs are trained to lie down in the space provided under seats such as in a bus or movie theatre. Lacking the normal leg room available in most rows of seats, the passenger must fit his or her legs and the dog in a smaller floorspace. The dog ends up lying sideways in the floorspace in a manner that intrudes into the legroom of the adjacent passenger. The airlines have been challenged repeatedly over the "standard procedure" that requires persons traveling with service dogs to occupy bulkhead seating. Airlines may be misunderstanding some passenger's requests to not be assigned bulkhead seating as obstructiveness rather than a simple preference for a seat with the nominal legroom that will accommodate the service dog better. Also, a requirement to sit in a bulkhead location may be considered a limitation of personal freedom, especially if bulkhead seating is in a non-smoking area and the passenger is a smoker. The Airline's Perspective All airlines surveyed stated that they accepted service dogs on their airplanes. Some have established practices of seating passengers with dogs in bulkhead areas. Sometimes these passengers were upgraded to first class to provide more room for the dog. No problems were reported by airlines on the issue of transporting service dogs. However, the following airline concerns can be inferred: Dogs can make some passengers who fear dogs uncomfortable, leading to requests for seating away from the dog. A dog in the aisle can restrict passenger and attendant movement within the cabin, creating inconvenience and a possible safety problem. 4.5 Miscellaneous Equipment Stowage Problems There is an occasional need to transport equipment such as personal oxygen equipment and infant respiratory monitors. No problems have been reported in the stowage of these items. Usually, onboard-use oxygen is provided by the airline while the passenger's oxygen equipment is properly stowed in the cargo compartment. However, some airlines permit use of personal oxygen in-flight. The stowage of most specialized equipment is rare to the point that most airlines simply innovate services as required. This seems to be a workable and sensible approach in this area. 4.6 Problems Related to Airline Policy-Making and Implementation The research leading to this technical paper involved reviewing a wide range of policies, procedures and practices submitted by a broad cross-section of air carriers. Inconsistencies between policies and the procedures and practices designed to implement them arose as a major problem area. The problem was found to be rooted in airline policy-making and implementation processes. This problem can be extrapolated to services for handicapped travelers in general. The problem of the policy-making and implementation process is characterized by the fact that airlines using the same aircraft and serving the same markets provide markedly different levels of mobility aids stowage service. The Influence of the "Expert" on Services to handicapped Passengers In most airlines, one person is typically assigned to be the "expert" on services to handicapped passengers. As such, he or she is responsible for developing mobility aids stowage policy recommendations and procedures and seeing that they are put into proper practice. Usually, this individual is part of the airline's "middle management". Rarely has an officer of a major airline become personally involved. Table 1 presents a sample of the level and department in which services for handicapped travelers are coordinated for many selected airlines. It should be noted that while many airlines have one person responsible for the area of such services, other have a number of department heads involved in finding solutions. Variation in the levels of responsibility of the person responsible for services to handicapped travelers and their areas of expertise indicate why there are inconsistent policies and levels of service among the airlines. Developing responsive policies and levels of services is dependent on the initiative and interest of the airline's designated "expert". However, implementation can depend on organizational politics and economic competition with other airline priorities. The solution may rest in promoting industry standard practices through governmental and airline association efforts. A review of the history of services to handicapped persons among the airlines indicated that a public statement of commitment to maximize services by airline management is a key to improved services. This has been the case with Air Canada and British Airways. It was found that when this commitment was made, the single "expert" began to serve more as a leader of several people within the airline who themselves become increasingly expert in services to handicapped travelers. The process is self-feeding and moves an entire airline to heightened awareness of handicapped travelers' needs and the objective of serving the needs effectively. The airline benefits in the process through an increased level of pride among airline personnel and an improved image among handicapped travelers and patronage by them. Internal commitment of a single division within an airline also can motivate improvements in services to handicapped persons. United Airlines, through the effort of its Engineering Division to assure an accessible Boeing 767 cabin, achieved a reputation as an industry leader in services to handicapped travelers. The Engineering Division has continued to provide the thrust to maximize other areas of services to handicapped travelers throughout the airline's operation. Table 1. Representative Sample of Airline Personnel Who Innovated Services to Handicapped Persons or Hold Current Responsibility Aer Lingus Manager/Customer Standards Aero Trasporti Italiani Director/Traffic Management Air Canada Operations Support Manager Air New Zealand Principal Medical Officer Alaska Airlines Assistant V.P./Customer Service Ansett Airlines of Australia National Manager/Traffic Australia Airlines Airport Manager Service Controller Braathens S.A.F.E. Manager of Flight Operations British Airways Principal Overseas Medical Officer British Caledonian Airways Manager/Operations Projects Dan-Air Passenger Services Officer Delta Airlines Systems Manager-Stations Administration East-West Airlines Traffic Systems Supervisor Eastern Airlines Manager/Line Training and Inflight Services Finnair Inspector/Passenger Handling and Services Garuda Indonesia Inflight Service Supervisor Henson Airlines Chief Flight Attendant Kuwait Airways Manager/Airport Services Procedures MALEV Hungarian Airlines Manager/Airport Facilities Mesaba Aviation VP Ground & Flight Services Pacific Southwest Airlines Director of Consumer Affairs Pakistan International Manager/Customer Services, Research and Development Pan American World Airways Director/Passenger Terminal Support Services Piedmont Airlines Director of Passenger Procedures Scandinavian Airlines System Senior Cargo Systems Officer Swissair Manager/Cabin Concepts and Comforts TAP-Air Portugal Conditions of Service Manager Trans World Airlines Manager/Inflight Services, Planning and Equipment US Air Director/Customer Service Systems Wardair Canada Manger/Procedures and Training Yemen Airlines Customer Services Manager Problems Related to Turning airline Policy Into Practice A comparison was made between stated airline policies and field practices. It was determined that documented airline policies often do not include procedures and, even where a detailed procedure is set forth,, this does not necessarily define actual airline practice. Wide gaps between procedures and practice were found. Interviews with airline station personnel and cargo handlers showed that mobility aids stowage often depends on field innovation as opposed to following detailed procedures. Many of those interviewed could not cite the details of their airline's wheelchair handling procedures and yet described how they would preform the task if the need arose. The need to reference procedures was not mentioned. Most people interviewed said that the need to stow a mobility aid was a rare event. This means that many airline personnel are not well practiced at mobility aids stowage techniques and have not had extensive opportunities for on-the-job training. This should produce a greater dependence on procedures but this was not found to be the case. There is a high degree of innovation prevalent in mobility aids stowage services, even where procedures exist. this explains why there are inconsistencies in services within given airlines. Nevertheless, some airlines have developed effective procedures to deal with many of the problems identified. The purpose of this technical paper is to provide this information to other carriers and promote uniformity. The solution to the problem centers not only on developing effective policies, but also translating those policies into effective procedures and then providing the proper training to assure that these procedures are turned into effective practices. This requires a commitment to a process that includes: documenting policies developing usable, readable procedures conducting training in the field practices required by the procedures 5.1 Wheelchair Stowage This section of the technical paper discusses the various facets of stowing powered and on-powered wheelchairs, including: when to stow and return the wheelchair cargo compartment accessibility handling and loading use of specialized containers securing the wheelchair in the cargo compartment stowing the battery When to Stow and Return the Wheelchair A review of (1) a representative sample of airline operating procedures and (2) accounts of personal experience indicated that procedures for stowing and returning wheelchairs to their owners are highly variable. Procedures can vary between airlines and even within the same airline at different locations and times. Procedural inconsistencies have a disruptive effect on the disabled air traveler's sense of freedom and equal access and create bad public relations for the air carrier. Wheelchair users are often requested or required to leave their personal wheelchairs upon check-in and get into an airport terminal wheelchair. The transfer to an airport terminal wheelchair often occurs earlier than is necessary for the personal wheelchair to be stowed on the departing aircraft. Often, the airport wheelchair may not be physically suitable to the traveler. This can exacerbate physical problems such as pressure sores. Also, disabled air travelers must often wait long periods of time to have their own wheelchairs returned to them at the flight's destination point. In summary, the disabled air traveler can never rest assured that effective, timely services provided by one airline at a given location and time will be available later at the next location or when flying with a different airline. The restriction of freedom, not being able to use one's personal wheelchair and waiting extended periods at the end of the flight, intrudes into travel plans and naturally causes passenger frustration and anger. To achieve a degree of predictability, disabled travelers often find one airline that provides good service and stick with it as much as possible. Establishing a consistent procedure for wheelchair stowage would have a positive effect on the disabled traveler's real and perceived sense of freedom and equal access. Airline personnel who handle wheelchairs should be aware that wheelchairs often have special options such as removable armrests, swing-out/removable footrests, and quick-disconnect wheels. These features may not be readily apparent to airline personnel. Also, many wheelchairs that appear to be standard wheelchairs have actually been customized or modified by their owners. Airline personnel should not assume that a passenger's wheelchair is identical to the one they have been trained to handle, even if it looks similar. The wheelchair user is the best authority on how to handle the wheelchair. Taking advantage of the wheelchair user's expertise was identified as a key component in the successful airline policies reviewed. Therefore, this component is included in the recommended preparations for wheelchair stowage. An appropriate airline staff person should discuss with the wheelchair user stowage methods to determine how mechanical parts like the footrests are to be removed (if possible), how the (non-powered) wheelchair folds-up and if any special protection measures can be taken. To the extent possible, any dismantling should be performed in the presence of the wheelchair user so that the task is performed correctly. Figure 1 shows an Everest & Jennings Premier 8 powered wheelchair with several parts removed for the purpose of aircraft stowage. Care should be taken to identify removable or delicate parts by which the chair should not be lifted. Also determine whether there are any articles such as seat cushions or packs which should remain with the passenger. Where appropriate, airline personnel should consider tagging components to ensure correct assembly at the destination. The wheelchair user should stay in his or her own personal wheelchair as close as possible to boarding. If the wheelchair will fit down the aircraft aisle (as in some first class compartments), the chair should be used for boarding. If a skybridge is used, the transfer to a boarding chair should take place just outside the aircraft cabin door. If possible, the manual wheelchairs should be stowed in the cabin, consistent with Air Carrier Access regulations (14 CFR 382) and FAA regulations on stowing on-board articles (14 FAR 121.589 and 135.87). Note: Regulations provided in Attachment 2. After the passenger gets out of his or her personal wheelchair, the wheelchair is immediately brought to the cargo dispatching area. The individual who spoke with the wheelchair user on the subject should communicate any special handling requirements to a cargo handler who has been specifically trained in the handling and protection of wheelchairs. The wheelchair should be prevented from unfolding (with a strap, elastic bungy cord or tape) and placed in a plastic bag for nominal protection purposes (see later section on the use of containers). Any special protections that are feasible should be carried out. The wheelchair should be placed and secured in the cargo compartment in a position which will allow it to be removed immediately from the aircraft upon arrival at the destination point. this will facilitate rapid delivery of the wheelchair to the passenger. Optimally, there should be a predefined wheelchair location in the aircraft which affords maximum protection and accessibility. The wheelchair should be immediately available to the passenger upon deplaning. Deplaning will usually first require use of a boarding chair to get out of the aircraft. If a skybridge is used, the wheelchair should be available at the base of the skybridge where it attaches to the aircraft cabin door. Passengers should be transferred to their own wheelchairs and assisted into the terminal and thereafter as appropriate. If there is a long layover (over one hour), the airline should deliver the passenger's personal wheelchair for intra-terminal use while the passenger waits to take the next leg of the trip. When a layover is short (less than one hour), this step may not be feasible or worthwhile. The wheelchair should be returned to the passenger in the same condition it was received from the passenger. If any part of the wheelchair was dismantled, it should be reassembled. Here the problem is that the person who dismantled the wheelchair will not be the person who reassembles the wheelchair. An effective solution to reassembly problems is for the airline employee to discuss proper assembly with the wheelchair's owner. The airline should confirm with the wheelchair user that the wheelchair has been returned in proper working order and that no additional assistance is needed. Cargo Compartment Accessibility Powered wheelchairs can be difficult to fit into cargo compartments of aircraft because of their overall size and weight and the fact that powered wheelchairs are not generally foldable. The degree of the problem depends largely on the type of aircraft involved and to a lesser degree on the type of wheelchair involved. Ideally, powered wheelchairs should be stowed standing upright so that they can be best protected from damage and so that their batteries can stay in their normal orientation (protecting from electrolyte spillage). If necessary, a powered wheelchair can be stowed on its side, although this position increases the chance of damage and requires removal of the battery. The necessary wheelchair orientation will depend on the height of the cargo compartment and cargo access door. Wide body aircraft (such as the DC-10, L1011, B-747, B-757, B-767, and A-300) generally permit upright wheelchair stowage in special containers called unit load devices (ULDs) which are then inserted into the cargo compartment. Figure 2 shows a powered wheelchair stowed upright in a ULD. As shown in figures 3 and 4, some narrow body aircraft such as the 165 passenger B-727- 200 have cargo compartments and access doors which are also high enough to fit a powered wheelchair standing upright. Other narrow body aircraft such as the B-737-300 have cargo compartments which are also tall enough. However, as shown in Figure 5, they have access door which are not as tall and require sideways tipping of the wheelchair to get through the door. Fitting wheelchairs upright is not possible in several of the narrow-body aircraft (such as the DC-9, F-28, BAe-146 and BAC- 1-11) because cargo is stowed in a belly compartment with a low ceiling. In these narrow-body aircraft, the powered wheelchair can usually be fit by laying the wheelchair on its side. However, some aircraft such as the 72 passenger F-28-4000 have cargo doors which are too small to allow a powered wheelchair to pass through in any orientation, even if folded. In many small regional aircraft (such as the F-27, Short 330, Beechcraft 1900, Fairchild Metro 3) that feature aft stowage compartments, the wheelchair can be stowed upright because of the greater ceiling height. Figure 6 shows a powered wheelchair being loaded upright into the aft cargo compartment of a 19 passenger Beechcraft 1900. Figure 7 shows a powered wheelchair which could be dismantled and folded to fit in the belly cargo compartment of a 19 passenger Jetstream 31. This illustrates that the mid-sized, (50-150 passenger), narrow-body aircraft often create the greatest difficulties or barriers to wheelchair stowage. To avoid accessibility problems, some airlines instruct ticketing agents and station managers to verify that wheelchairs accepted for transport will fit in the cargo compartments of all aircraft that will be flown on the passenger's route (round trip). This procedure is especially important where the flight plans involve connections with regional airlines that operate smaller aircraft. The procedure avoids the possibility that a wheelchair which can be stowed in the aircraft used on the first leg of a trip does not fit in the aircraft used on a later leg of the trip. Clearly, a comprehensive guide to cargo compartment and access door sizes of all commercial passenger aircraft would be valuable for travel planning by wheelchair users, travel agents and the airlines. To improve cargo compartment access, the overall space requirements of the powered wheelchair can be reduced by removing certain parts such as the footrests, armrests, and headrest. For example, removing the headrest may make the wheelchair just short enough to fit through the compartment door and allow upright stowage inside the cargo compartment. the height and width of the cargo compartment door is typically less than the internal dimensions of the cargo compartment and, therefore, is the limiting factor on fitting a powered wheelchair in the cargo compartment. If wheelchair parts are removed, they should be attached to the wheelchair so that they are not lost. Removal of the wheelchair parts should be performed with prior discussion and permission of the wheelchair owner. Airlines should ensure that personnel with the proper skills and tools will be able to reassemble the wheelchair at the flight destination point. As a side note, removal of an item such as the electrical controller (control stick), shown in figure 8, is not likely to reduce wheelchair stowage space requirements. However, removing the control protects it from damage due to other items that may get stacked around the wheelchair. When total luggage capacity is limited, such as in small commuter aircraft, removal of the control eliminates the possibility that shifting baggage will damage the delicate control mechanism. It is recommended that, if possible, the wheelchair owner retain (as a carry-on item) the control in his or her personal possession to avoid damage or loss. Handling and Loading Cargo/baggage handlers need to be aware that a wheelchair can sustain costly damage if not handled with special care. A wheelchair can not be treated with the same "roughness" to which luggage is routinely exposed. Wheelchair users report frequent damage of the following kinds: bent parts (wheel spokes, push handles, armrests) torn or stained seat coverings missing pieces such as footrests, armrests, and belts This type of damage suggests: luggage is piled on top of wheelchairs luggage is crushed laterally against wheelchairs shifting objects impact and abrade the wheelchair wheelchairs are banged-up during loading and unloading wheelchair components that are removed from the wheelchair for compact stowage get separated from the chair because they are not in some way affixed or packaged with the wheelchair. The solution is to increase cargo handler's understanding of the importance of protecting wheelchairs from damage and to provide to cargo handlers guidelines on stowing the wheelchair. Such guidelines should be short, simple and concise and could include the following: Do not stack luggage on top of a wheelchair Do not laterally compress a wheelchair that is not protected by a special container. Belts and ropes used to hold down a wheelchair should be attached to the wheelchair frame, as opposed to more delicate components (such as the spokes). Where feasible, the wheelchair should be stowed standing upright. The wheelchair should be protected with a plastic covering which can also hold detached components to avoid their loss. The wheelchair should be stowed at a location where it can be stowed last upon aircraft departure and removed first from the aircraft upon arrival at the destination. The wheelchair should be tagged with a warning label which specifies that the wheelchair is delicate and should be stowed standing upright. The wheelchair should be tagged or otherwise marked with the passenger's identification and ticket information. Handling a Heavy Wheelchair The weight of a powered wheelchair can exceed 300 lbs. This heavy weight results from a large steel frame, one or more batteries, a heavy duty electric motor, a large seat, and accessories. The heavy weight, by itself, poses a cargo handling challenge rather than an accessibility problem. Ideally, a lifting mechanism should be used to transport the wheelchair to the proper location and elevation so it can be moved laterally into and out of the aircraft cargo compartment. Often, the wheelchair must be handled manually due to the lack of lifting equipment. In either case, several strong individuals are required to manipulate a heavy powered wheelchair. Some airports may not have enough cargo handlers available to safely lift the wheelchair into the aircraft cargo compartment. If an individual cargo handler is overburdened by the weight of the powered wheelchair, there is an increased chance of personal injury and damage to the wheelchair. To avoid such incidents, airlines need to implement procedures incorporating: guidance on the number of cargo handlers who participate in the movement of heavy wheelchairs. cautions regarding the importance of avoiding damage to the wheelchair. instructions to utilize lifting equipment. where practical, advance notification to cargo handlers that a heavy wheelchair is anticipated, especially at small airports where an appropriate number of trained handlers may not be readily available. guidance on the proper areas to grip the wheelchair (i.e. by the frame and not by the spokes or removable parts) so as to avoid damage. Use of Specialized Containers Several initiatives have been undertaken to develop specialized containers for wheelchairs, which will protect them from damage during cargo handling and transit inside aircraft. To date, development efforts led by Transport Canada have not produced positive results except to demonstrate that protection of wheelchairs may ultimately depend on (1) instituting effective and consistent airline cargo handling procedures and (2) providing a minimal level of wheelchair protection against environmental factors. In an attempt to reduce the damage caused to wheelchairs while in transit, the Transportation Development Centre (TDC) in Montreal, Quebec sponsored the design and field testing of a cardboard wheelchair container and a re-usable foldable container. The projects resulted in technical reports describing the development effort (Transport Canada Report No. TP 3609 and TP 341E, respectively). Fifty cardboard containers were manufactured and placed in field testing with Air Canada at Dorval. The design requirements for the cardboard containers were matched closely by containers used by Everest & Jenning (a wheelchair manufacturer) to protect and ship over 2000 various model wheelchairs from their plant in Canada to sites in Canada and the United States. Everest & Jenning had reported little incidence of damage during shipping. Therefore, one of the Everest & Jenning containers was selected as the pattern for a TDC prototype. TDC field testing of the prototype cardboard container yielded quite unsatisfactory results such as torn handles, punctures in the side, and torn seams and closure flaps. Moveover, TDC's report recommended against the implementation of a container, even if it were sturdier, because of cost, insufficient protection against dropping, time and training requirements, and supply problems. In addition, an opaque, rigid container could encourage handlers to treat it rougher than they would ordinarily treat a wheelchair. In addition to investigating a cardboard container, TDC sponsored the development of a re-usable container (TDC Project No. 4504) designed to protect the wheelchair against a 90 kg lateral load, protect against intrusion, provide a means to contain detached wheelchair parts, protect the wheelchair against rain, snow, and dirt, be re-usable and cost effective, be foldable for compact storage, be quick and easy to use, and accommodate a standard-sized wheelchair. The TDC initiative produced a container design that met the project's developmental requirements but TDC called the container a compromise from the ideal - a dedicated, protective storage location (pigeon-hole) inside the aircraft which might alleviate the need for a special container. Despite extensive investigation of other container systems by Transport Canada, use of a simple plastic bag has emerged as the only wheelchair protection system that is feasible to implement, economically acceptable to the airlines, and worth the trouble. Air Canada has had considerable success using a plastic, transparent bag to protect wheelchairs against minor damage. Similar in concept to bags used to protect skis and other athletic equipment, the bags are reportedly a more effective means of protection, as compared to rigid, view-obscuring containers. The plastic bag does not mask the fact that the container holds a wheelchair which is vulnerable to damage. The belief is that cargo handlers are less likely to stack other luggage on top of a wheelchair that is in full view. The plastic bag does not afford protection from static loads or impacts. However, it affords good protection from environmental factors (rain, snow,, dirt, etc.). The bags do not require significant storage space at the cargo handling location, nor are they expensive. The bags assure that detached items are contained with the wheelchair and that parts that are broken off during handling and transit will not get lost. Since the wheelchair is in view during stowage and handling, there is an increased chance that the wheelchair will be recognized as requiring priority handling (last on, first off). Using a Belt Loader As shown in Figures 9 and 10, a "belt loader" is used by airlines to load wheelchairs aboard many of the narrow body and larger jet aircraft. United Airlines has developed specific instructions/cautions for belt loading of wheelchairs. The instructions/cautions are incorporated in the airline's detailed wheelchair stowage procedure and are designed to facilitate the loading process and avoid wheelchair damage. The instructions/cautions are presented below in an adapted form. Prevent the wheelchair from tipping while it is on the belt loader since, when a spillable wet-cell battery is involved, there is the potential for a battery acid spill if the wheelchair is tipped. Place the wheelchair upright on the belt loader with the wheelchair's brakes set and the belt bed positioned at the most level attitude possible to minimize the tilt of the wheelchair. Reduce belt speed to avoid abrupt starting and stopping of the belt which could tip over the wheelchair. Boeing 747 and 767 aircraft should be loaded via the container loader which is not sloped, thereby allowing the wheelchair to remain level during loading. It may be necessary to rotate the wheelchair approximately 30 degrees to the side to fit through the bulkpit door. (Note: This step may require battery protection measures discussed in other sections of this technical paper) In addition to these instructions/cautions. The airline's procedure specifies locations for wheelchair stowage. As an example, loading in the forward cargo bulkpit is specified for Boeing 727 aircraft, while loading in either bulkpit is specified for Boeing 737 aircraft. Notifying the Pilot of Powered Wheelchair Stowage According to United Airline's procedure, when a powered wheelchair is to be stowed, passenger service personnel are required to complete a "pilot notification" form. United Airlines form is shown in Figure 11. This form is placed in a special handling bag tag which, in turn is placed on the wheelchair. The form is later removed from the wheelchair by ramp service personnel who deliver the form to the flight crew. The sample form actually serves the combined purposes of (1) pilot notification and (2) wheelchair stowage checklist. It may be most appropriate to use separate forms for these two purposes since the procedures recommended in this technical paper for wheelchair stowage and battery protection would suggest a more extensive checklist. An alternative notification form is provided as Figure 12. Securing the Wheelchair in the Cargo Compartment Wheelchairs are secured in a cargo compartment in one of several ways: netting straps surrounding luggage and walls The method used depends largely on the type of aircraft in use. Narrow body aircraft have what is termed a "bulkpit". The bulkpit is simply a large storage volume, the open space inside the belly of an aircraft. Cargo is secured in the bulkpit by the means of netting and straps. For wheelchairs, the use of straps is typically required because netting tends not to provide the same degree of support. The goal is to avoid shifting of the cargo during flight. However, netting is effective where a folding wheelchair is placed between other pieces of luggage, although merely bracing with other luggage is not recommended, especially for powered wheelchairs. It should be mentioned that some aircraft are not equipped with tie down hardware for netting for straps since an aircraft cargo compartment is often customized to meet a client's requirements. This work is performed either by the original airframe manufacturer or an outside fitter. Therefore, the provision of cargo compartment features that facilitate wheelchair stowage and protection depends both on the customer's requirements and the features that are offered by the cargo compartment fitters. Some narrow body aircraft have an electrically driven partition wall which partitions the cargo compartment as required to accommodate cargo. The partition wall can be used to create a small compartment in which a wheelchair can be contained, perhaps by itself, and protected from loads and impact by other cargo. Wide body aircraft employ container systems. Cargo is placed in special containers which match the section profile of the cargo compartment. The wheelchair is secured in the container which is then placed in the aircraft. Again, the wheelchair may be secured in the container with netting or straps or may be sandwiched in place. Some wide body aircraft still have a bulkpit cargo compartment in addition to the compartment space allotted to the containers. This bulkpit is accessed through a separate door than the one that provides access to the container holding section. If a wheelchair is stowed in this bulkpit compartment, it is secured in the same manner used for bulkpit stowage in narrow body aircraft. The stowage system described above may lead to damaged wheelchairs. However, changes to the cargo compartment itself are highly unlikely. Therefore, the recommendations presented earlier for more delicate treatment of wheelchairs during handling and placement inside the cargo compartment are the areas of opportunity for improvement. A concept that could make securing wheelchairs more straightforward and efficient would be to mark physically the least vulnerable and most accessible location for the wheelchair inside the bulkpit (a marking could be placed on the floor and/or wall). Stowing the Battery The stowage of wheelchair batteries has been a continuing source of passenger-airline dispute and technical challenge. Some airlines accept powered wheelchairs and their various types of batteries for stowage with no reported problems, while other airline policies impose restrictions. Some will accept the powered wheelchair but not its lead-acid battery. Some will accept only a wheelchair powered by a gel-cell battery. Passengers who use wheelchairs have been frustrated by the fact that effective solutions to the battery stowage problem exist and are in practice and yet some airlines have not implemented them. The variation of service has been attributed to variation in the interpretation of federal regulations governing battery stowage. The technical root of the battery stowage issue is that batteries contain a hazardous, acidic material (electrolyte) which can present a safety risk to the aircraft if the material does not remain properly contained during handling and during the flight itself. The U.S. DOT addresses the requirements for the transportation of wheelchair batteries in the Code of Federal Regulations, 49 CFR Parts 171, 172, and 173 and 175. In the regulations, there is a distinction between safety precautions that are required for wheelchairs which cannot be stowed upright and use batteries that are "non-spillable" as opposed to "spillable". Lead-acid batteries are generally considered "spillable". Most lead-acid batteries are constructed with vents that allow for the addition or replacement of electrolyte and the escape of gases that build up inside the battery. (Note: Gas discharge is greatest during battery charging and discharging and virtually non-existent when the battery is not connected to an operating motor.) The concern is that the fluid-state electrolyte can escape through the vents if the battery is tipped over or subjected to certain types of impact, vibration or acceleration. Removing the electrolyte from the battery has been a practice with some airlines but the practice is fraught with problems including: threat of fluid spillage hazardous waste disposal irreversible damage to the battery unavailability of fluid at the destination inconvenience Gel-cell batteries replace the fluid-state electrolyte with an electrolyte that is in a gelatinous state. The gel-cell is reportedly not subject to spillage under the spillage conditions described above. Most new electric wheelchairs are designed to accept gel- cell use. However, the drawback to gel-cell batteries is their high cost and reduced electrical performance in comparison to lead- acid batteries. Therefore, for the present and near future, it is expected that airlines will face the problem of stowing powered wheelchairs equipped with either type of battery. Solutions have been developed by several air carriers and are described below. Recommended Battery Stowage Procedure: The battery stowage procedure recommended here is a product of research on (1) the most effective wheelchair battery stowage practices, (2) how the airlines presently stow batteries, and (3) where airline policies, procedures and practices need improvement to eliminate mobility aid stowage problems faced by disabled air travelers. The research findings have been correlated with U.S. DOT hazardous material regulations affecting battery stowage (49 CFR Parts 171,172,173,174,175 and supplementary information published in Federal Register/Vol. 47, No. 109/7 June 1982). A prototype battery stowage procedure is provided separately as Attachment 1 due to its relatively long length. The procedure is designed to help airlines meet the hazardous material rules on battery stowage. It is intended to maximize the ease of transporting powered wheelchairs (specifically the batteries) while also achieving maximum safety against battery spillage/leakage incidents. Beyond helping airlines to implement hazardous material rules effectively, the procedure could help achieve consistency in airline industry wheelchair and wheelchair battery stowage practices. Increased consistency in airline practices will help handicapped people plan their travels effectively, promoting confidence in mobility aids stowage services and understanding of the rationale for any limitations. The stepwise instructions in Attachment 1 are designed as guidelines from which more detailed, airline-specific procedures for wheelchair battery stowage can be developed. Pending review by the industry, the procedures are offered as an effective solution to the battery stowage problem since (1) they meet the hazardous materials rules and (2) they are based on existing airline practices. The overall approach requires no development of new technology and, therefore, introduces no technical barriers to implementation. The stepwise approach involves: determining the orientation of the wheelchair during loading and stowage determining if the wheelchair battery is "spillable" or "non-spillable" selecting the correct method for wheelchair battery stowage based on the wheelchair loading and stowage orientation and battery type. In addition, personnel at the destination must have adequate policy guidance and instructions on how to properly unpack and re-connect the batteries. 5.2 Service Dogs With few exceptions, there appears to be high level of consistency among airlines regarding the method for transporting service dogs. (Note: The term "service dog" applies to dogs which serve as mobility aids to blind and deaf persons.) The common practice is described below. The words "and guide dog", "and hearing dog" or "and service dog" follow the name of the passenger as printed on the airline ticket. The dog must be properly harnessed and must always remain with the passenger. The dog may be required to wear a choke chain for the purpose of controlling the dog in the unlikely event that the dog gets out of control in the cabin. an identification tag showing the owner/passenger's name and seat number must be placed on the dog's collar. The passenger is often provided a bulkhead seat location under the assumption that this provides more room for the dog to sit or lie at the passenger's feet. If the passenger wants seating in another location, the request if frequently granted. The passenger is ideally seated next to the window so that other passengers do not have to step over the dog to reach the cabin aisle. Seating is generally not allowed in an emergency exit aisle since the dog could interfere with the movement of other passengers in the event of an emergency. It is recommended that bulkhead seating no longer be designated as a ""default" seating location for persons traveling with service dogs since this location actually provides less room for the dog. In small aircraft with insufficient space for the dog to lie down under the seat, the dog is allowed to sit or lie in the aisle. Some airlines recommend that the attendant discourage other passengers, especially children, from petting the dog (unless invited by the passenger traveling with the dog). dogs are not allowed to occupy seats. One foreign airline requires that the passenger provide an absorbent mat for the dog to lie on. However, this step is not considered to be needed and is not a requirement among domestic airlines. 5.3 Crutches and Canes Few airlines document specific procedures for handling crutches and canes, leaving stowage procedures flexible and up to the cabin attendants. Although canes and crutches can vary in type and length, they all share the same general physical stowage requirements. Several appropriate solutions to the stowage of crutches have been implemented by various airlines. They include: stowage between the seat and aircraft cabin wall (the outboard side walls), placed so the aid(s) fit under the passenger's seat at an angle. This method is not allowed in emergency exit rows. The method also requires that the passenger be seated in a window seat. stowage under any series of passenger seats in a single row (not in including emergency exit rows) if the object does not intrude into the aisle. stowage in the overhead compartment if possible. Some aircraft have overhead compartments that have openings between individual bins. Others do not have openings between overhead compartments and,, therefore, do not accommodate crutches and longer canes such as the long "white cane" used by blind persons. if it fits, the cane may be placed in the garment bag compartment or similar closet. Collapsible canes can be stowed in the same way that an item such as a collapsible umbrella or pocketbook might be stowed, under the seat or in the overhead compartment. All of these methods are consistent with FAA regulations on stowage of on-board articles (14 CFR 121.589 and 135.87). Note: Regulations provided in Attachment 2. 5.4 Miscellaneous Equipment Personal Oxygen Equipment Most airlines do not permit passengers to use their personal oxygen supplies during flights. airlines usually provide their own oxygen equipment for in-flight use and have detailed procedures to assure safe and effective service to the passenger. However, some airlines do not provide in-flight oxygen and will allow passengers to use their own oxygen supplies while in flight. One such airline requires that the passenger's oxygen bottle not exceed 22 inches in length so that it can stow under a seat. Advanced notice (between 48-72 hours) is usually required so that the airline can make arrangements for in-flight oxygen services. There is usually a charge for the oxygen service (on the order of $40.00). One airline requires that the oxygen equipment be prepared for stowage as checked baggage as follows: The oxygen cylinder must be empty and packed in a container that will protect it from damage due to normal handling. The oxygen cylinder regulator must be detached. The problem this procedure creates is that the passenger will lack an oxygen supply upon deplaning since the personal oxygen bottles will have been emptied for stowage purposes. No resolution to this problem has been determined. However, airlines that permit the use of personal oxygen during the flight also permit stowage of filled oxygen bottles both under passenger seats and in overhead compartments. Walkers Walkers, due to their bulk, are typically stowed as checked baggage. It is likely that an airline would accept stowage of a walker in the aircraft cabin (in a garment compartment or closet) if the walker were collapsible. Infant Respirator/Heart Rate Monitor One airline addresses the use of an infant respirator/heart rate monitor in its operating manual. the airline states that such equipment can produce an electrical signal (30 kilohertz square wave) that has the potential to disrupt the aircraft's navigational system. The airline requires that the electrical signal generating capability of the equipment be disabled for the duration of the flight. Incubator/Respirator/Portable Dialysis Equipment While airlines do not provide incubators, respirators or portable dialysis equipment, several airlines have general policies and/or procedures for acceptance of such equipment for in-flight use. The aircraft cabins generally are equipped with a 110 V/AC outlet which can power the devices. Specific stowage procedures are developed on an individual basis. No specific discussion of electrical interference problems was found. One airline recommends that delicate equipment such as an infant incubator, even when it is not in use, be stowed in the aircraft cabin (given proper arrangements) since stowage as cargo presents too great a risk of damage to the equipment. ATTACHMENT 1 Proposed Wheelchair Battery Stowage Procedure Step 1: Determine the Orientation in Which the Wheelchair Will be Stowed A wheelchair should be stowed standing upright if possible. If it cannot fit in the cargo compartment standing upright, it can be laid on its side so that it does fit. The stowage position most often determines how the battery must be stowed. The dimensions of the cargo compartment access door may require the wheelchair to be tipped sideways to fit through the door - a factor which also influences battery stowage. You need to compare the dimensions of the wheelchair to (1) those of the cargo compartment in which the wheelchair will be placed and (2) the cargo compartment access door. Therefore: You need to determine if the wheelchair can be loaded and stowed: standing upright vs. on its side vs. not at all You can determine the overall wheelchair dimensions by one or more of the following methods: a) Ask the passenger b) Measure the chair You can determine the aircraft cargo compartment and access door dimensions by one or more of the following methods: a) See the Operating Manual, Page ---------.(to be supplied by each airline) b) Ask cargo handlers to take measurements If the wheelchair can be loaded and stowed upright GO TO STEP 3 If the wheelchair cannot be loaded or stowed upright: GO TO STEP 2 Step 2: Determine if the Wheelchair Battery is "SPILLABLE" or "NON-SPILLABLE" Batteries are categorized as a hazardous material by the U.S. Dept. of Transportation's Material Transportation Bureau (MTB). U.S. DOT regulations specify methods for battery stowage on aircraft partially as a function of the battery type. There are two major types of batteries used in electric wheelchairs: Most common type: Lead acid batteries "Spillable" A lead acid battery is filled with a fluid called electrolyte. Electrolyte is highly corrosive. It can leak or spill out of the battery unless the battery is packaged and handled properly. Less common type: Gel-cell battery "Non-Spillable" A gel-cell battery is filled with electrolyte which is formulated in a gel or "jelly" state. The gel will not leak or spill out of gel-cell batteries. You can determine what type of battery powers the wheelchair by one or more of the following methods: a) Inspect the battery for the label "Gel-cell"; b) Ask the passenger; c) Open battery vents to determine if they are filled with electrolyte fluid or a gelled substance Step 3: Implement the Proper Method for Stowing the Battery Based on the findings from Steps 1 & 2, you need to determine the proper method for stowing the battery from the chart. METHOD A: PREPARE BATTERY FOR STOWAGE IN WHEELCHAIR IMPORTANT: Use this stowage method only when the wheelchair with spillable or non- spillable batteries will be loaded and stowed standing upright. 1. Make sure the battery is firmly secured to the wheelchair. If holder bracket appears to be loose, either (1) tighten holder bracket screws, bolts or belts or (2) strap the battery to the wheelchair frame with strong tape such as duct or electrical tape. 2. Disconnect the power supply using one of the following methods: First choice: Disconnect the plug on the main power cable which runs from the battery case to the motor. Depending on the wheelchair brand, the cable will be labeled "power" or will be color-coded red. Second choice: a) If there is no main power plug, disconnect the battery terminal cables from both the positive (+) and negative (-) poles. CAUTION: When performing this task, you must wear eyeglasses and use the proper size wrench and pliers. To avoid damage the terminal connectors should not be "jerked" loose, but rather, loosened sufficiently to be detached without using excessive force. You must not let metal tools touch the metal frame and the battery terminal pole at the same time or you could generate sparks or enough heat to pose a burn hazard. 3. If the battery is in its own container (bucket) equipped with a lid,no further preparation is needed (if the lid has been removed to disconnect the battery cables, put it back on). Proceed to step 4. a) If the battery container does not have a lid, terminals must be capped or taped to protect the battery from accidental contact with metal objects during transit or reinstallation in the wheelchair; contact could cause sparks and high heat. b) If the battery is not in a container which would serve to contain minor seepage of battery acid, the battery's regular vent caps (which are not "spill-resistant") should be replaced with "spill resistant" vent caps. Package the regular vent caps in a plastic bag and attach the bag to the wheelchair. WARNING: Regular vent caps must be replaced before reconnecting the battery to avoid dangerous pressure buildup in the battery during subsequent use. 4. Stow the wheelchair in the aircraft cargo compartment in a manner that assures it will remain standing upright, using cargo straps or netting. END OF PROCEDURE METHOD B: REMOVE BATTERY FROM WHEELCHAIR AND PACKAGE IN APPROVED CONTAINER IMPORTANT: Use this stowage method when the wheelchair with spillable batteries must be turned sideways to fit it through the cargo compartment door or if it will be stowed on its side. Both are conditions that could cause battery acid to spill or leak from the battery. 1. For batteries placed in separate containers/housings, remove the container from the wheelchair (if practical) and remove the battery from its container. You may have to perform the next step first, before removing the battery from the container. 2. Disconnect the power supply by disconnecting the battery terminal cables from both the positive (+) and negative (-) poles. CAUTION: When performing this task, you must wear protective gloves and eyeglasses and the proper size wrench and pliers. To avoid damage, the terminal connectors should not be "jerked" loose, but rather, loosened sufficiently to be detached without using excessive force. You must not let metal tools touch the metal frame and the battery terminal pole at the same time or you could generate sparks or enough heat to pose a burn hazard. 3. Cap or tape the battery terminals/poles to prevent contact with metal objects during transit or removal/installation. In order to perform the next task properly, an approved battery container including the following items are needed: 1 roll electrical tape 2 roll 2" masking tape 1 roll packing tape 1 roll putty 2 battery terminal/pole caps 6 "spill resistant" screw caps 6 "spill resistant" push caps 3 sheets absorbent material 1 large polyethylene bag to hold the battery & container 1 small polyethylene bag for regular battery caps 1 cardboard shipping box 1 special wheelchair shipping tag (Note: These items are included in the Air Canada battery package list.) 4a. If the battery is "spillable" and is equipped with regular vent caps (which do not resist spills), replace these caps with the "spill resistant battery" vent caps. Package the regular caps in a plastic bag. 4b. If the battery is "maintenance free" type, seal the vent slots with putty and hold the putty in place with the 2" masking tape. WARNING: Putty must be removed from vent holes before operating the chair. 5. Wrap the battery with three layers of absorbent material. Three layers will be enough to absorb the entire fluid contents of the largest wheel chair batteries. 6. If the battery container has been removed from the wheelchair, place the wrapped battery back in its original container, place the battery (and container) in the plastic bag, twist the top of the bag, and seal the plastic bag with tape. 7. Place both the plastic bag containing the battery and the smaller plastic bag containing the regular battery caps in the shipping box. 8. Seal the box with shipping tape. 9. Attach a wheelchair shipping tag to the box. 10. Stow the box in the aircraft according to the proper orientation as defined by the "THIS SIDE UP" instruction and arrows printed on the box. Stow the box near the wheelchair to avoid their separation. END OF PROCEDURE METHOD C: REMOVE BATTERY FROM WHEELCHAIR AND STOW IMPORTANT: Use this stowage method when a wheel- chair with non-spillable batteries must be stowed on its side. Non-spillable batteries will not leak if the wheelchair must be tipped during loading or must be stowed on its side. However, the batteries should be removed to prevent shifting of the battery and potential damage to the wheelchair during transit. 1. Disconnect the main power plug (remove cables from the battery terminals only if necessary to remove the battery from the wheelchair). 2. For a battery in a separate container which can be easily removed from the wheelchair, remove the container with the battery left inside the container. 3a. If the container has a lid which prevents the battery terminals from contacting other metal objects, make sure the lid is secure (put the lid back on the container if it was removed to detach the battery cables). 4. Place the battery (and the battery container if provided) in a shipping box and seal the box with shipping tape. 5. Attach a wheelchair shipping tag to the box. 6. Stow the box and the wheelchair close together in the aircraft. Secure the box and wheelchair with cargo straps or netting. END OF PROCEDURE ATTACHMENT 2 Federal Regulations on Stowing On-board Articles 14 CFR 121.285 Carriage of cargo in passenger compartments 14 CFR 121.589 Carry-on baggage 14 CFR 135.87 Carriage of cargo including carry-on baggage 14 CFR 121.285 Carriage of cargo in passenger compartments 121.185 Carriage of cargo in passenger compartments (a)Except as provided in paragraph (b) or (c) of this section, no certificate holder may carry cargo in the passenger compartment of an airplane. (b) Cargo may be carried anywhere in the passenger compartment if it is carried in an approved cargo bin that meets the following requirements: (1)The bin must withstand the load factors and emergency landing conditions applicable to the passenger seats of the airplane in which the bin is installed, multiplied by a factor of 1.15. using the combined weight of the bin and the maximum weight of cargo that may be carried in the bin. (2) The maximum weight of cargo that the bin is approved to carry and any instructions necessary to insure proper weight distribution within the bin must be conspicuously marked on the bin. (3) The bin may not impose any load on the floor or other structure of the airplane that exceeds the load limitations of that structure. (4) The bin must be attached to the seat tracks or to the floor structure of the airplane, and its attachment must withstand the load factors and emergency landing conditions applicable to the passenger seats of the airplane in which the bin is installed, multiplied by either the factor 1.15 or the seat attachment factor specified for the airplane, whichever is greater, using the combined weight of the bin and the maximum weight of cargo that may be carried in the bin. (5) The bin may not be installed in a position that restricts access to or use of any required emergency exit. or of the aisle in the passenger compartment. (6)The bin must be fully enclosed and made of material that is at least flame resistant. (7) Suitable safeguards must be provided within the bin to prevent the cargo from shifting under emergency landing conditions. (8) the bin may not be installed in a position that obscures any passenger's view of the "seat belt" sign "no smoking" sign, or any required exit sign. Unless an auxiliary sign or other approved means for proper notification of the passenger is provided. (c) Cargo may be carried aft of a bulkhead or divider in any passenger compartment provided the cargo is restrained to the load factors in 25.561(b)(3) and is loaded as follows: (1) It is properly secured by a safety belt or other tiedown having enough strength to eliminate the possibility of shifting under all normally anticipated flight and ground conditions. (2) It is packaged or covered in a manner to avoid possible injury to passengers and passenger compartment occupants. (3) It does not impose any load on seats or the floor structure that exceeds the load limitation for those components. (4) Its location does not restrict access to or use of any required emergency or regular exit. or of the aisle in the passenger compartment. (5) Its location does not obscure any passenger's view of the "seat belt" sign "no smoking" sign or required exit sign, unless an auxiliary sign or other approved means for proper notification of the passenger is provided. (Secs. 313,314, and 601 through 610 Federal Aviation Act of 1958, as amended (49 U.S.C. 1354, 1355, 1421 through 1430); sec. 6(c),Department of Transportation Act (49 U.S.C. 1655 (c))). [Doc. No. 6258, 29 FR 19202, Dec. 31, 1964, as amended by Amdt. 121-179, 47 FR 33390, Aug. 2, 1982] 14 CFR 121.589 Carry-on baggage 121.589 Carry-on baggage. (a) No certificate holder may allow the boarding of carry-on baggage on the aircraft unless the baggage can be stowed in accordance with this section. No certificate holder may allow an aircraft to take off or land unless each article of baggage carried aboard the aircraft is stowed - (1) In a suitable closet or baggage or cargo stowage compartment placarded for its maximum weight and providing proper restraint for all baggage or cargo stowed within, and in a manner that does not hinder the possible use of any emergency equipment; or (2) As provided in 121.285(c): or (3) Under a passenger seat. (b) Baggage, other than articles of loose clothing, may not be placed in an overhead rack unless that rack is equipped with approved restraining devices or doors. (c) Each passenger must comply with instructions given by crewmembers regarding compliance with paragraphs (a),(b), and (e) of this section. (d) Each passenger seat under which baggage is allowed to be stowed shall be fitted with a means to prevent articles of baggage stowed under it from sliding forward. In addition, after August 31, 1983, each aisle seat shall be fitted with a means to prevent articles or baggage stowed under it from sliding sideward into the aisle under crash impacts severe enough to induce the ultimate inertia forces specified in the emergency landing condition regulations under which the aircraft was type certificated. (e) In addition to the methods of stowage in paragraph (a) of this section, flexible travel canes carried by blind individuals may be stowed- (1) Under any series of connected passenger seats in the same row, if the cane does not protrude into an aisle and if the cane is flat on the floor; or (2) Between a non emergency exit window seat and the fuselage, if the cane is flat on the floor; or (3) Beneath any two nonemergency exit window seats, if the cane is flat on the floor; or (4) In accordance with nay other method approved by the Administrator. [Doc. No. 17897, Amdt. 121-159, 45 Fr 41594, June 19, 1980, as amended by Amdt. 121-174, 46 FR 38051, July 23, 1981] .TCEL. .