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ABSTRACT
The objective of this research was to propose a lighting guideline. This was accom-
plished by comparing current lighting recommendations and standards for
independent senior living facilities with lighting conditions in existing projects. The
method used to develop this guideline was based on surveying a sample of senior
residents in independent living communities in Northeast Ohio. In addition to the
survey, onsite illuminance measurements were taken during the survey sessions. The
results obtained were compared with the IESNA (1993) general illuminance and
IESNA RP-28-98 (1998) guide for senior living environments. For most of the
activities and spaces investigated, the illuminance levels in independent living resi-
dences were closer to those recommended for the general population. For the types
of activities that require higher visual acuity, like reading, cooking, watching televi-
sion, and other hobbies, the measured amount of light is not sufficient. In most
cases, the lighting levels measured were lower than those recommended for senior
living facilities. The study proposed illuminance levels that combine the IESNA
illuminance recommendations and the elderly need to maintain a homelike, warm
and cozy indoor lighting environment.
Although the sample was very small and region spe- not reflect the residential needs of the independent
cific, it gives us a first glance at the existing elderly living, but rather of institutional environments.
conditions at home settings. The results found that
“lighting was often inadequate for effective reading. Design issues and aging conditions
Average light levels in homes (across all tasks) were In 2003, the U.S. population above age 65 was
about 37cd/m2 during the day (median= 27 cd/m2) more than 17%; the projection for 2030 is 20% of
and even lower at night (median= 15 cd/m2). In some total population (FIFARS, 2005). Today’s burden in
homes (particularly mobile homes), readings were Medicare is high, and recent evidence showed that,
bellow 1 cd/m2” (p. 180). The study also found that “…independent living has consistently been shown
the elderly tend to overcompensate (49 cd/m2) for to be a cost-effective mechanism for enabling dis-
the diminution of light transmission through the abled people to access high quality support, which
eyes during the day and undercompensate (27 cd/m2) minimizes choice and control at equivalent or often,
during the evening, as compared to a 20-year-old (14 living are, on average, 30 to 40% cheaper than equiv-
cd/m2 and 15 cd/m2, respectively); however, neither alent services provided by residential service
was receiving enough light for reading tasks. providers” (Smith, 2006).
The study showed that light has been deficient Considering that the average age for moving into
throughout one’s entire life, especially at home. In a communities that provide a wide range of services to
phone interview with Eunice Noell-Waggoner, pres- those in need is the late 70s to early 80s, we have a
ident of The Center of Design for an Aging Society, great market range of older adults who would take
she mentioned that although much is being done to advantage of the physical changes in their home
improve the independence of the “experienced gen- environment. How can environment changes be
eration,” lighting corrections have been one of the accomplished? Some outreach programs have been
last changes done to environments. The fact that at the edge of advising older adults in changes nec-
individuals are accustomed to lighting below recom- essary to fulfill their new requirements.
mended levels in homes from adolescence to old age Unfortunately, these programs, mostly non-profit
adds to the lack of importance given to this subject. organizations, cannot reach a large segment of the
The senior living market, as a general design field, is target population. The lack of a specific governmen-
moving toward a homelike design concept and away tal organization that could “spread the word” makes
from institutionalized environments. It is based on it difficult to reach many people.
the deinstitutionalization of independent living Other concerns come into play for those who
facilities through enhancement of living experience, change from their original home to communities or
thus achieving a better quality of life for the elderly. homes designed simply for “65-plus.” The market is
The Illuminating Engineering Society (IES) stip- ruled by developers that are not yet ready to comply
ulates in a publication focused on lighting and visual with elder’s needs (Belser & Weber, 1995;
environments for senior living facilities (IESNA PR- Gilberbloom & Mullins, 1995; Gold, 1991;
28-98) that “It is estimated that a ‘normal’ Grayson, 1991). The products available in the gen-
65-year-old requires about 2.5 times more task con- eral market are hardly suitable for the elderly
trast light than a 20-year-old to see equally well” population. This does not necessarily mean that all
(IESNA, 1998). This statement does not represent new homes should have ramps, grab bars, and other
the realm of sight degeneration occurring in elders features, but it should be feasible to change and
nor the different type of activities performed by adapt according to the resident’s needs. They should
them. As will be seen further in this article, the sug- have products with basic features, such as wider cor-
gested illuminance levels from IESNA PR-28-98 do ridors (four feet), larger door openings (three feet),
lever door knobs, accessible height for electrical utes to measure the actual illuminance levels at the
plugs and switches, as well as enough light levels or rooms/spaces and outside. The questionnaire was a
possibilities to add light fixtures or increasing output series of inquiries relating to:
if necessary. This product would be appealing not • Age range and gender
only to the 65-plus range, but also to adults who • Existence of serious visual problems, such as
would like more space and amenities that could cataracts, macular degeneration, and glaucoma in
make their lives easier. order to understand the types of activities per-
formed by the elderly, understand their
METHODOLOGY relationship to the illuminance found in their
homes, and compare to existing statistical data
A bibliographic and literature search was per-
• Daily activities (in and outside their homes) to
formed to survey the existing data available on
verify how often activities that required special
independent living seniors, consequences of the
task light or visual acuity were performed during
aging sight, and existing guidelines for and refer-
the day and how frequently they were performed
ences to illuminance levels for these subjects. The
• Favorite room in the house to understand what
result of the literature review was used in the articu-
elements in the room that made them most com-
lation of the research objectives and the development
fortable
of the survey questionnaire. The questionnaire was
• Frequency and type of cooking subjects per-
pre-tested and further refined, which produced the
formed, in order to verify kitchen use
final survey document used in the research. The sur-
• Television usage patterns, i.e., location, lighting
vey was conducted and data collected from
conditions, natural or electric lighting, day and at
volunteers were compiled and analyzed. The
night, whether drapes are drawn or not, and glare
obtained lighting response data were then compared
from any light source
with existing illuminance guidelines. The result of
Illuminance measurements were taken at the area
the comparison and analysis of the data produced the
where activities were conducted. The areas of inter-
proposed guideline.
est were primarily the kitchen and living room area,
The data collected involved general personal infor-
where the researcher expected most of the frequent
mation, habits, existing sight degeneration
tasks to take place. The measurements were made
conditions, general information about the house,
with a Minolta Illuminance Meter, model T-10.
room preferences, observation of lighting conditions
A checklist also was part of the illuminance mea-
at task areas, and verification of illuminance accord-
surements. It encompassed the following observation
ing to the IESNA Lighting Handbook (1993)
and enumeration:
classification. The participants were approached
• Number of light fixtures in the rooms studied to
through contact with the senior community’s
understand how the room was lit and how it
designer (architect), thereafter volunteers were
affected the illuminance levels and distribution
selected by their site’s administrative personnel.
illuminance
Other volunteers were found within a general com-
• Types of lamps used (incandescent and fluores-
munity advertisement in local community papers,
cent), for what types of activities they were used,
recreation centers, and churches.
the room in which they were frequently present,
Questionnaire and their influence on the measured illuminance
The questionnaire took approximately 15 to 20 • General surface color of the room (light, medium,
minutes of interview time followed by 10 to 15 min- and dark) to understand the balance between
light absorption, amount of light available in the
room and the activities performed of the sample was women, and 22% of participants
• Number and orientation of windows in the stud- still lived with their spouses. Despite the small num-
ied rooms to verify if it influences how electric ber of the tested sample, the data collected were
light is used and the interviewee’s reaction to reasonably representative of the general population.
glare and brightness Although it is statistically difficult to extrapolate
• Time of day the interview was performed, to from such a small sample, the general findings in this
relate how electric and natural light were used for study are similar to Charness and Dijkstra’s (1999)
the activity performance conclusions.
• Weather conditions and the amount of natural
light entering the rooms Visual Impairment in the tested
The interviewer guided the interviews, and sample
answers that were impertinent to the study were dis- When analyzing the age-related visual degenera-
carded. Although the questionnaire and checklist tion, many volunteers either have cataracts (24%) or
were geared toward the living room and kitchen area, have had them removed from one (27%) or both eyes
adaptations and changes were made when intervie- (19%). These data reasonably agree with U.S. data
wees used other rooms as their daily activity area. where the prevalence of cataract for population 75 or
older is 50%, according to Kahn, Leibowitz, Ganley,
Participants and colleagues (as cited by Quillen, 1999). The sec-
The volunteers of this research resided in two types ond most frequent occurrence in the sample was
of communities: general residential and independent glaucoma (16%), followed by macular degeneration
living. They were recruited via personal contacts and (14%). The three impairments agree in their ranking
community advertisements. The majority (73% of 37 with Nusbaum (1999; as cited by U.S. Census, 2003).
interviewees) were recruited through direct contact
by the researcher with the architect who designed Frequent Activities
the community or buildings who then contacted the When asked about their most frequent activities at
site manager. The research took place in Northeast home, the majority mentioned reading (78%), fol-
Ohio. The homes visited were located outside lowed by watching television (49%) and use of
Cleveland’s urban area. computer and Internet (43%). From the total inter-
The sample included participants who live in their viewees, 46% said they read with a high frequency
own homes (although these are not the homes they and 32% said they cook frequently. Community res-
had while raising their children) and those who idents did not need to cook one of their daily meals
reside in communities for the elderly at different since it was included in their service package. Those
home types, such as apartment buildings (one or two living in homes outside senior communities have a
bedrooms) or attached cottages (one or two bed- dynamic pattern of home cooking and outside din-
rooms). From this sample, the majority of the ing, not prevailing one or the other. The answers
buildings are 13 to 16 years old. verified the hypothesis that older adults spend most
of their time performing activities that would require
RESULTS a decent amount of light. As shown by this sample,
most of the activities are at home, in an environment
General surveyed population charac- that they can customize and control. Both the types
teristics and level of engagement observed in this study
match the passive level of engagement observed in
Thirty-seven (37) interviews were conducted. The
Nolan, Grant & Nolan (1995).
average age of the interviewees was 79.4 years. 65%
Cooking Patterns that require visual acuity, but most often it was the
In regard to cooking patterns, few in the surveyed place where they would perform them.
sample (19%) have at least two meals they would
Ambiance Color
prepare from scratch at home, and 30% prepare at
For the physical environment, the majority (73%)
least one meal per day. The majority (68%) would
of the interviewees had their kitchen area predomi-
warm food in a microwave or smaller meals in toaster
nantly light in color. This classification was
ovens (e.g., a mix of pre-cooked food or frozen food).
determined by averaging colors of the countertop,
The second most frequent habit is to have a simple
floor, ceiling, wall, cabinets, and appliances.
breakfast with cereal or toast and/or a cold sandwich
Color intensity was evenly distributed throughout
and soup for lunch (51%).
the living rooms and other rooms named as favorite
Television Usage Patterns rooms. About 49% had an overall light color
The majority of the seniors interviewed watched ambiance, considering flooring, ceiling, walls, and
television at night. Their main sources of informa- furniture colors, and 51% had medium color
tion are newspapers and radio news. When watching ambiance. The most frequent elements that changed
television during the day, 41% left their blinds or the color palettes were rugs added to the rooms,
curtains open and 46% had no lights turned on. upholstered furniture, and the type of wood of their
When lights were on during the day, it was mostly millwork and furniture pieces.
due to the fact that the weather was not clear and
Architectural Differences
very little natural light came into the room or
Overall, there were differences between the newly
because they were performing other tasks at the same
built units and the older cottages at the same site or
time. At night, most interviewees kept their blinds
others visited off site. The new units had higher and
closed (49%); 86% who watched television during
more reflective ceilings as well as wider hallways and
the night had at least one light on. Fifty-four percent
doorways. There were ceiling lights in areas such as
of the interviewees did not have reflection on their
kitchens, living rooms, and bathrooms. All rooms
television screen when the lights were on. Most of
had a ceiling fan with dimmer control for the light.
those who had any type of reflection stated that it
Another difference was the amount and size of the
was not disturbing.
windows of the new construction. They were ori-
Favorite Room ented to take advantage of the natural light as well as
In general, 65% of the participants mentioned their outside views.
favorite room had the most comfortable furniture.
Light Fixtures
The second most frequent reason was its comfort
The most frequently used type of light fixture for
related to natural light (35%) and whether it pro-
ambient lighting was a table lamp. Most of the inter-
vided a view to the outside (24%). The majority
viewees (92%) used it to generate light for the ambiance
(65%) chose the living room as their favorite room in
and/or for specific tasks. A large portion of the inter-
their house, which had a feeling of comfort, coziness,
viewees (70%) used their ambient light (ceiling light) to
and familiarity.
light the overall room. This happened most often at the
It was not surprising to have the living room as the
kitchen and not at the living room, since the majority
preferred room in the house, since it is normally the
did not have general ceiling light at the living room.
largest space and it allows for different uses and
Only 41% of the interviewees actually had or used their
activities. As expected, the residents did not seem to
indirect under-cabinet light in the kitchen area.
have enough light in this ambiance to perform tasks
have considered the need for assistance and the illuminance levels measured in the study in Exhibit
amount of light necessary for special tasks performed 2, the general living room light, kitchen task light,
in these areas, such as nursing care or third-party and reading task light were consistently lower than
care. that suggested by IESNA RP-28-98. In comparison
Another interesting observation is that general to IESNA (1993), however, the lighting levels for
kitchen lighting in IESNA RP-28-98 is in the mid- general lighting and desk lighting were within the
dle range of the IESNA (1993), suggesting that suggested range.
there is no real need for a higher illuminance for the Based on the measured illuminance levels in the
general tasks performed in the kitchen. This contra- study and those suggested by Charness and Dijkstra
diction may be explained by the fact that the IESNA (1999), it became evident that IESNA RP-28-98
RP-28-98 suggestions are geared more toward insti- might have been designed for a specific institutional
tutional senior living facilities instead of independent environment and it may not be adequate for inde-
senior residences and the daily activities that occur in pendent living.
them (Exhibit 2).
When comparing IESNA standards to the actual General Light (Living Room)
The collected data suggest that independent living
seniors attempt to maintain indoor environments that were frequent in the subjects’ daily lives. These
not unlike the ones to which they were accustomed. “special” areas were adequately illuminated. The
The high levels of illuminance required in IESNA average measured illuminance was higher than that
PR-28-98 do not seem to meet their perception of of the recommended reading light levels in the gen-
homelike environments. The low illuminance levels eral standards and within the suggested levels in
measured in living room areas seem to represent per- IESNA RP-28-98. The average reading was 687 lux.
sonal preferences to residential environment. For
example, the average illuminance levels measured in SUGGESTED GUIDELINE
the study (76.4 lux) is within the IESNA (1993)
Based on the research, the authors suggest a hybrid
higher range (75 to 100 lux) in contrast with the
standard that combines the requirements of general
institutional requirements of 300 lux suggested by
populations and those required for the elderly in
IESNA RP-28-98.
institutional settings. The suggested guideline is
Kitchen based on the analysis of the two existing guidelines,
For tasks performed in counter, sink, and range IESNA (1993), IESNA (1998), and the sample
areas that require high visual acuity, measured data studied in this research.
showed similar lower values than those recom- This guideline is intended for designers, caretakers,
mended levels for elderly living facilities. The the independent seniors, and all others involved in
average illuminance level measured were 297, 291, providing housing needs for the independent
360 lux at the counter, range, and sink, respectively. seniors. The objective of this guideline is to suggest
All results were considerably lower than the 500 lux more appropriate illuminance levels so seniors can
recommended. carry out their daily activities and maintain the cozy
The general average illuminance measured at the illuminance environments, while minimizing the risk
kitchen (355 lux), however, was a little higher than of minor injuries. It could be argued that the RP-28-
the suggested IESNA RP-28-98 of 300 lux. From all 98 guideline was designed for institutional
the measurements taken in the study, the kitchen is environments and was not meant for the indepen-
the closest average value to the suggested illumi- dent seniors who wish to maintain their indoor
nance by IESNA RP-28-98. It might be attributed environment without major alterations or institu-
to the utilitarian nature of the kitchens and the type tionalization. The guideline also takes into account
of general kitchen light chosen. Fluorescent fixtures the ratio between task and general light. In addition,
are normally used in translucent fixtures to evenly we recommend optimizing efficiency and control of
distribute light. Since fluorescents are more efficient brightness contrasts (luminance) by suggesting a
than incandescent fixtures and the majority of the ratio of contrast of 1:5 (Baucom & Grosch, 1999) to
kitchens are very compact, most spaces visited in this be used to balance the illuminance between task and
study were similarly fitted. Hence, we conclude that general light in the ambiance.
if we consider the frequency that the room is used in General suggestions
independent living environments, these levels meet
1. To accommodate for the increasing need to illu-
the visual acuity needs of the seniors.
minate, designers should consider flexibility
Other Rooms early in the process through pre-wiring for
The last set of measurements were taken in rooms under-cabinet lighting or over-the-sink lighting
used for special tasks like reading, computer use, and including enough electric receptacles to add
sewing, art crafting, or other spare-time activities table lamps and other light fixtures in the rooms.
For living areas, the light addition is generally activity spatial requirements, workspaces, and
achieved by table lamps. Interviewees com- circulation within the kitchen itself. In general,
mented that the flexibility in this room could be kitchens should be as small as needed to mini-
accomplished by the placement of electric recep- mize travel time between different tasks and to
tacles in strategic places to allow more layout increase illuminance level with fewer light fix-
flexibility and better use of the room. tures. The residents need to have access to
2. Encourage use of dimmers to control brightness appropriately designed and well-lit counter
during the day and night as needed by the type spaces.
of activities performed in the area and the 4. Explore light types with color characteristics
amount of natural light in the surrounding envi- aimed at providing warm and efficient interior
ronment. ambiance.
3. In addition to accessibility, kitchen designers
should take into account several factors such as
Mariju Wille
Dorsky, Hodgson, Parrish & Yue Architects
Cleveland, Ohio
E-mail: mariju@projexpert.com.br