Last Revised: May 20, 2025

HonoluaBayJSThe foundation of a safe Field Study or Research project is thorough planning. Assessing potential hazards, developing strategies to address them, and preparing for emergencies are critical steps to ensure the success of your project. EHRS is here to support you!

Fieldwork is an essential component of education and research at the University of Pennsylvania. The dynamic and unpredictable nature of field settings requires faculty and researchers to thoroughly plan for potential hazards and emergencies. Whether conducted locally or internationally, fieldwork can expose individuals to risks stemming from both the specific location and the nature of the activities being performed.

Please complete the EHRS Field Hazard Assessment Tool (Field HAT) to evaluate potential hazards and document important information about your field project. Submit the completed form to ehrs@ehrs.upenn.edu. EHRS will review the form and return it with feedback and provide assistance with coordination of training and other hazard mitigation measure that were identified. 

Please do not hesitate to contact EHRS if you have questions or concerns.

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Penn Field Safety Guide

General Information
  • Group ID - List the name of the course, research group or other group participating in the trip.
  • Group Leader Contact - Provide contact information of the person in charge of the trip. Include email and cell phone, or other means of reaching the group leader while on the trip. 
  • Activity Description - Provide a description of the purpose and activities that will be completed on the trip. 
  • Location - Provide details on the location of the trip. List the name of the facility or geographic area where the trip will take place. If possible, provide an address of a facility serving as the base camp.
  • Dates of travel - List dates of the trip including travel. 
  • Date of plan - List date the plan is completed.
  • Location Coordinates - List coordinates for projects completed outside of facilities. If trip involves multiple locations, please attach a separate list with a brief description of the location with the coordinates. 
  • Site Details - Describe details about the sites that will be visited. Note any potential hazards such as rough terrain, high altitude, extreme weather, isolated from help or resources, etc. 
  • Lodging Information - List details on lodging, including name of facility, address, phone, etc. 
  • Means of Travel - List how the group will travel to the study or research location? 
  • Site Access - Consider any restrictions or limitations on access to the site. Consider, rough roads, potential for wash outs or flash flooding, gates, if there are multiple routes or any other challenges that may be posed to access the study or research locations.  
  • Nearby Facilities -  Consider the availability of food, drinks, fuel, supplies, etc. while traveling or at the field study/research locations. Confirm that what is needed is on-hand or available. 
  • Side Trips - Consider if side trips will be required and permitted and list how they will be managed. List details with respect to schedule and instructions that will be conveyed to those participating on side trips. Consider means of contacting everyone and expected conduct. 
  • Field Team Participants - Assess the purpose of the trip and identify the likelihood of someone being isolated from others on the trip and identify a means to communicate with lone members of the trip. 
  • Means of Communication - As best as possible, assess cell phone coverage of all areas that will be visited. Provide primary cell phone number to allow the team to be reached while in the field.  
  • Satellite Phone/Device - Provide contact information for satellite phone or other means of communication.  

 

Field Hazard Identification
  • Identify Potential Hazards: Assess biological agents (e.g., bacteria, viruses, fungi) that may be encountered.
  • Environment Risks: Consider local environmental factors like waterborne pathogens, soil contamination, or endemic diseases.
  • Animal and Plant Interactions: Evaluate risks associated with handling or proximity to animals (e.g., zoonotic diseases) or plants (e.g., allergens or toxins).
  • Human-to-Human Transmission: Assess the risk of infectious diseases.
Personal Protective Equipment (PPE)
  • Appropriate Attire: Use long sleeves, pants, gloves, sturdy boots, and hats where needed.
  • Respiratory Protection: Consult with EHRS for selection of appropriate respiratory protection, medical clearance, fit testing and training.  
  • Eye and Face Protection: Use safety goggles or face shields when necessary.
  • Insect Protection: Wear insect repellent-treated clothing or mosquito nets in areas with vector-borne diseases (e.g., malaria, Lyme disease).
Training and Preparation
  • Field Safety / Biosafety Training: Ensure all team members are trained in relevant biosafety protocols and understand the specific hazards in the field prior to trip.
  • First Aid and Emergency Response: Train on handling cuts, exposure, and medical emergencies.
  • Local Health Knowledge: Research endemic diseases and required vaccinations (e.g., rabies, yellow fever, tetanus).
Biological Sample Collection, Handling and Export back to Upenn
  • Safe Collection Techniques: Use tools like sterile swabs, tweezers, or gloves to minimize direct contact.
  • Labeling and Storage: Use leak-proof, labeled containers and maintain cold chains for sensitive biological materials.
  • Decontamination: Implement immediate decontamination of reusable equipment. Set up “dirty” to “clean” workflow area if enhanced safety measures are necessary.
  • Export: Prior to trip, know how specimens should be labeled and shipped. Visit the PennEHRS website for Import and Export information.
Zoonotic Disease Prevention
  • Avoid Direct Contact: Limit interaction with animals (e.g., bats, rodents) unless necessary.
  • Vector-Borne Disease Prevention: Use repellents, nets, and clothing to prevent insect bites.
  • Handle Carcasses and Feces Cautiously: Wear proper PPE and follow safe disposal practices.
Exposure and Medical Preparedness
  • Vaccinations and Prophylaxis: Ensure all required vaccinations are up to date before fieldwork (e.g., hepatitis, tetanus, typhoid). Contact Occupational Medicine or Student Wellness for more information.
  • Emergency Response Plan: Know local emergency contacts, clinics, and evacuation protocols.
  • Exposure Treatment: Plan medical response for cuts, bites, stings, or biological exposures. Carry a well-stocked first aid kit with PPE and field-relevant medications.
Hygiene and Waste Management
  • Hand Hygiene: Use soap and water or hand sanitizers, especially before eating and after handling samples.
  • Proper Disposal of Waste: Follow CDC’s and WHO’s guidelines for disposal of biohazard and sharps waste.
Factsheets

We are developing a series of fact sheets to address specific hazards that researchers may encounter in their field work. We welcome you to reach out to Life Science Safety and Compliance Team if you have suggestions on new factsheets or changes to existing factsheets.

  • Ticks: learn how to protect yourself from their bites, which can transmit a greater variety of pathogens than any other arthropod vector

 

Additional Resources
  • Field Research Involving Live Animals: Visit the Office of Animal Welfare for detailed information and guidelines.
  • Heat Illness Prevention: Learn more by visiting the PennEHRS website.
  • First Aid and CPR Training: Sign up for training through the American Red Cross.
  • Natural Disasters and Severe Weather: Find preparedness tips and information on the CDC website.
  • For guidance on starting new field research projects, please consult the Office of Research Services (ORS).
  • The University’s International Travel Guidance applies to faculty, staff, and students traveling outside the United States for University-related purposes. Penn Global provides steps to prepare for upcoming Penn-affiliated travels abroad. Please review the Pre-Departure Checklist.
  • Incidents occurring in the field must be reported in the same manner as those on campus. For more information on reporting incidents, visit the Reporting Incidents page.