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First published online March 28, 2008
Journal of Experimental Biology 211, 1281-1288 (2008)
Published by The Company of Biologists 2008
doi: 10.1242/jeb.011932
Changing the demand on specific muscle groups affects the walk–run transition speed
Locomotion Laboratory, Department of Integrative Physiology, University of Colorado, Boulder, CO 80309, USA
* Author for correspondence (e-mail: bartletj{at}colorado.edu)
Accepted 19 February 2008
| Summary |
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Key words: gait transition, locomotion, EMG, electromyography
| INTRODUCTION |
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2.0 m s–1 adult humans prefer
to walk, and at faster speeds they prefer to run. The slowest speed at which
people prefer to run is defined as the walk–run transition speed
(Thorstensson and Roberthson,
1987
One of the local factors thought to trigger the walk–run transition
speed is the greater ankle angular velocity during late swing and after
heelstrike at faster walking speeds
(Hreljac et al., 2001
). The
greater ankle angular velocity apparently causes the primary dorsiflexor
muscle (tibialis anterior) to reach a critical level of muscle activity and
subsequently a sense of overexertion
(Hreljac, 1995a
;
Hreljac et al., 2001
;
Segers et al., 2007
). By
switching to running, the dorsiflexors can comfortably operate below their
maximal capacity (Hreljac et al.,
2001
).
Building upon Hreljac's dorsiflexor argument, Prilutsky and Gregor
(Prilutsky and Gregor, 2001
)
found a similar pattern of muscle activity in other swing-phase flexor
muscles. The flexor muscles hypothesized by Prilutsky and Gregor to trigger
the walk–run transition include the tibialis anterior, biceps femoris
(knee flexor) and the rectus femoris (hip flexor)
(Prilutsky and Gregor, 2001
).
At or above the preferred transition speed, they found that muscle activity in
these flexor muscles was less in running than walking, which supported their
hypothesis.
In contrast to the overexertion/fatigue hypothesis, Neptune and Sasaki
(Neptune and Sasaki, 2005
)
suggested that the reduced force-generating ability of the plantar flexors
during fast walking triggers the gait transition. Some or all of the plantar
flexors contribute to body weight support and propulsion during gait
(Gottschall and Kram, 2003
;
Neptune et al., 2004
). Neptune
and Sasaki's computer simulation based on empirical data demonstrated that
force production in the soleus and medial gastrocnemius muscles is impaired at
walking speeds faster than the preferred transition speed
(Neptune and Sasaki, 2005
). At
the walk–run transition speed and faster, they found that running
improves the contractile conditions of the plantar flexor muscles.
The purpose of this study was to determine if external devices that change
the demand on specific trigger muscles would alter the preferred
walk–run transition speed. We hypothesized that: (1) reducing the demand
on trigger muscles would increase the transition speed and (2) increasing the
demand on trigger muscles would slow the transition speed. For the current
study, we developed a new device that reduces the demand on the dorsiflexor
muscles during walking (Fig.
1). This dorsiflexor assist (DFA) device externally exerts a
flexor torque at the ankle that reduces demand on the dorsiflexor muscles.
Some recent studies from our laboratory have used other external devices to
alter the muscle activity needed while locomoting on a treadmill. Modica and
Kram (Modica and Kram, 2005
)
utilized a leg swing assist (LSA) device to apply forward pulling forces at
the feet, effectively aiding the hip flexor muscles during the swing phase
(Fig. 2). Similarly, Gottschall
and Kram (Gottschall and Kram,
2003
) utilized a device to apply a horizontal force at the waist,
near the subject's center of mass (Fig.
2). This device can pull the subjects forward providing an aiding
horizontal force (AHF) or pull backwards providing an impeding horizontal
force (IHF), thus decreasing or increasing the demand on the propulsive
muscles (e.g. plantar flexors) during walking.
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| MATERIALS AND METHODS |
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Determination of preferred transition speed
The preferred transition speed (PTS) is defined experimentally as the
slowest speed at which an individual prefers to run versus walk
(Thorstensson and Roberthson,
1987
). This transition can be reliably determined using ramp or
step-wise increases of the treadmill speed
(Hreljac et al., 2007
). Our
protocol allowed the subject to decide on a gait for each particular speed. We
utilized a protocol that arranged the treadmill speeds in random order. The
purpose of randomizing the treadmill speeds was to control for any influences
of fatigue and to avoid subject perception of a monotonically increasing speed
sequence.
Before testing, subjects became familiar with walking and running on the treadmill. Each subject walked for 5 min at 1.25 m s–1 and jogged for 5 min at 3.0 m s–1. After the initial warm-up, a practice trial allowed subjects to become familiar with the testing protocol. With the treadmill stopped, subjects received instructions that they should walk or run at their preference. After 30 s of locomotion, the investigator asked the subject whether they preferred to walk or to run. Subjects took as much time as needed to decide on a gait, sometimes trying both gaits before reaching a decision. Once the subject verbally responded without doubt to the question, the investigator started collecting muscle activity data. Next, the investigator stopped the treadmill and set the motor to another speed. We repeated the same process with random speed settings of 0.1 m s–1 intervals ranging between 1.5 and 2.5 m s–1.
Measurement of muscle activity
After the familiarization, we prepared each subject's right leg for
placement of surface electromyographic (EMG) electrodes. We chose five muscles
implicated in the determination of the walk-to-run transition speed: tibialis
anterior (TA), soleus (SOL), medial gastrocnemius (MGAS), lateral
gastrocnemius (LGAS), and rectus femoris (RF). Electrode placement location
for each muscle followed the recommendations of previous researchers
(Rainoldi et al., 2004
). These
electrodes remained in place for the entire experimental session. We prepared
the skin at each muscle site by shaving and lightly abrading the skin with a
fine grain sand paper. We cleaned the site with alcohol and after the surface
dried, placed two bipolar, silver-silver chloride electrodes (1 cm diameter
disks) 2 cm apart over the belly of each muscle. To optimize the EMG signal
and minimize crosstalk, we instructed subjects to selectively activate each
muscle, monitored the strength of the signal, and re-positioned electrodes if
needed (Cram and Kasman, 1998
).
After verifying the EMG signal observations, we secured the electrodes and
cables with tape and leg wraps.
During the experimental conditions, we sampled EMG activity at a rate of 1000 Hz for 10 s at each speed. Raw data were collected using a telemeteric amplifier system (Noraxon, Scottsdale, AZ, USA) with a gain of 1700. To remove movement artifact, we high-pass filtered using a fourth-order Butterworth filter with a cutoff of 7 Hz. A foot switch insole in the right shoe indicated heelstrikes and toe-offs. We analyzed and compared EMG activity for subjects while walking at their PTS during each condition. For the impeding horizontal force condition, all but three of the subjects transitioned at speeds slower than their normal PTS. Therefore, we compared the EMG activity while walking at the preferred transition speed for the impeding horizontal force condition to the EMG activity for normal walking at the same slower speed. We analyzed five steps that displayed normal EMG burst patterns for each muscle (i.e. no obvious gaps in data or unusual spikes). The percentage of gait cycle was calculated from the initial heelstrike of the right leg at 0% and the following heelstrike of the right leg at 100%. Burst onset and off times were determined by visual inspection of EMG signals versus time plots. For the TA muscle, this burst period occurred between 60–110% of the gait cycle. For the RF muscle, this burst period occurred between 50–85% of the gait cycle. For the plantar flexors, this burst period occurred between 0–60% of the gait cycle. We calculated burst durations for each muscle and condition. For each condition, we full-wave rectified and band pass filtered (16-499 Hz) the EMG signals using a software routine written specifically for this project (MatLab, Math Works, Natick, MA, USA). We calculated the integrated and mean EMG amplitude for each muscle and averaged five steps in each condition.
Experimental protocol
Subjects completed ten testing conditions. Each condition used the same
randomized speed order used during the familiarization. The first condition
determined normal PTS for locomotion on the level without any external devices
(PTS1). Eight experimental conditions followed PTS1 in the following order,
allowing for quick changes between each device: impeding horizontal force
(IHF), aiding horizontal force (AHF), leg swing assist (LSA), aiding
horizontal force combined with leg swing assist (LSA+AHF), dorsiflexor assist
(DFA), dorsiflexor assist combined with aiding horizontal force (DFA+AHF),
dorsiflexor assist combined with leg swing assist (DFA+LSA), and dorsiflexor
assist combined with aiding horizontal forces and leg swing assist (COMBO).
Last, we performed a re-test of the normal preferred transition speed without
external devices (PTS2) to detect any possible effects of testing fatigue as
well as establishing repeatability of the PTS measurement.
For each condition, subjects initially walked at 1.25 m
s–1 to become comfortable with the configuration of external
devices. Once comfortable (
5 min), we stopped the treadmill and began the
randomized speed protocol. Rest periods of 2 min occurred between each
condition as the external devices were attached and the proper amount of
applied force established. At the end of each condition, subjects walked
normally at a speed of 1.25 m s–1 for 2 min to `wash out' any
effects of the previous condition. This time period seemed reasonable and
practical for the long experimental protocol.
External devices
Specifically for this study, we developed a dorsiflexor assist (DFA)
device. This device was designed to reduce the need for muscle activity in the
dorsiflexors (e.g. TA) during gait. Fig.
1 shows the attachment of elastic rubber tubing that assists
dorsiflexion after toe-off and slows plantar flexion at heelstrike. The tubing
was attached to the leg by means of a piece of specialized material
(TheraTogs, Telluride, CO, USA) wrapped around the subject's knee and secured
with Velcro straps (Fig. 1,
point A). The underside of the TheraTog material has a non-skid surface for
secure placement against the skin. The wrap has a Velcro compatible top
surface. At the location of the tibial tuberosity, the elastic rubber tubing
fastened to the knee wrap (Fig.
1, point C). The rubber tubing connected distally to a piece of
nylon strap webbing that laced through a cam-style buckle
(Fig. 1, point B). We secured
the buckle to the mid-sagittal line of the subject's shoe, distally at the
fifth metatarsal phalangel joint of the foot. To stretch the elastic portion
of the DFA, the subject flexed their knees while standing with their feet
flat. This allowed the webbing to be pulled through the buckle and secured in
place. The subjects then extended their knees to a neutral standing position,
stretching the elastic portion of the DFA.
We pilot tested the effectiveness of the DFA device in reducing tibialis anterior (TA) muscle activity. When subjects walked with the DFA, the elastic tubing stretched during late stance just prior to toe-off. When toe-off occurred, the stretched DFA dorsiflexed the ankle, which lifted the toes for ground clearance during the swing phase. During pilot testing of the DFA device, we found reduced TA activity during both toe-off and heelstrike. We also noted no obvious increases in plantar flexor EMG activity while using the DFA device (i.e. no co-contraction).
We quantified DFA force using the spring constant of the device. To do
this, with the ankle joint at 90°, we measured the initial length of the
elastic tubing prior to stretching. After stretch, we measured the tubing
length. Having calibrated ahead of time, force could be calculated using the
equation F=k
x, where k is the spring
constant of the elastic tubing and
x is the tubing stretch
distance. Leg and foot length affect the placement of the proximal and distal
attachment points of the DFA. Thus, on a taller person, the DFA stretched
further and consequently the DFA assisted ankle flexion with more force. A
longer foot results in a longer moment arm for the DFA force and thus the
torque applied by the DFA was proportionally greater for the taller subjects.
At heel strike for an average 70 kg subject, the DFA applied a moment of
0.52 Nm. At the end of stance when the ankle plantarflexes approximately
20° further, the DFA applied a moment of
1.33 Nm. This moment is
relatively small compared to the maximal muscle moment seen in normal walking
(Winter, 1991
).
We used the method previously described by Modica and Kram
(Modica and Kram, 2005
) to
assist with leg swing. This device (the LSA:
Fig. 2) applied a forward
pulling force to each leg at the beginning of the swing phase, effectively
reducing the hip flexor muscle activity (e.g. rectus femoris) needed to swing
the leg forward after toe-off (Gottschall
and Kram, 2005
; Modica and
Kram, 2005
). These previous studies also reported that the LSA did
not increase biceps femoris or vastis lateralis activity during late stance
but did increase activity to decelerate the leg during late swing. A force of
3% of body weight was found to be optimal for reducing metabolic cost while
walking at a preferred walking speed (1.25 m s–1)
(Gottschall and Kram, 2005
).
However, using the leg swing assist for walking at faster speeds can become
awkward. We determined that applying 1.5% of body weight was more comfortable
for subjects at fast walking speeds yet it still decreased the demand on hip
flexor muscles (RF).
We used the method previously described
(Gottschall and Kram, 2003
) to
apply aiding and impeding horizontal forces (AHF, IHF). In short, elastic
bands applied a constant pulling force at approximately the center of mass
(Fig. 2). A force of 10% of
body weight was applied for both conditions. Gottschall and Kram demonstrated
that plantar flexor muscle activity decreases with aiding horizontal forces
and increases with impeding horizontal forces
(Gottschall and Kram,
2003
).
Statistical analysis
We performed a repeated-measures ANOVA with a Bonferroni adjustment using a
computer-based statistical package (SPSS Inc, Chicago, IL, USA) to make
pair-wise comparisons of the preferred transition speed and muscle activity
for the experimental conditions. P<0.05 was taken as statistically
significant. All mean data are given followed by standard error of the
mean.
| RESULTS |
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Dorsiflexors
With the DFA device while walking at PTS, integrated and mean muscle
activity at heelstrike significantly decreased in the TA (–33,
–34% respectively; P=0.004, 0.003) and transition speed was
significantly faster; 2.02±0.04 m s–1
(Fig. 3; P<0.001).
Burst duration for the TA muscle was not significantly different between
walking normally and walking with the DFA device (P>0.50). While
running normally at PTS, both integrated and mean TA muscle activity were
significantly less than for normal walking (–20, –28%
respectively; P=0.011, 0.002). Burst duration was significantly less
for normal walking compared to normal running at PTS (P=0.021).
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Plantar flexors
With the AHF device while walking at PTS, the integrated and mean muscle
activity during stance significantly decreased in the SOL (–24%,
–29%; P=0.003, 0.001), MGAS (–29%, –33%;
P=0.002, 0.001) and LGAS (–36%, –32%;
P<0.0001), and transition speed was significantly faster at
2.06±0.04 m s–1
(Fig. 5; P<0.0001).
Conversely, when using the IHF device, the integrated and mean muscle activity
during stance significantly increased in the SOL (+42%, +30%;
P<0.012), MGAS (+43%, +42%; P<0.003) and LGAS (+53%,
+40%; P<0.001), and transition speed was significantly slower at
1.80 ±0.03 m s–1 (P<0.0001). For all the
plantar flexor muscles, the EMG burst durations were not significantly
different between walking normally and walking with the AHF device
(P>0.867). While running normally at PTS, integrated muscle
activity during stance was significantly greater than for normal walking for
the SOL (+23%; P=0.040), MGAS (+38%; P<0.001) and LGAS
(+35%, P=0.004). EMG burst duration was not significantly different
for the SOL (P=0.279) MGAS (P=0.124) or LGAS
(P=0.280) between normal walking and running. Plantar flexor activity
did not significantly increase while using the DFA device
(P=0.199).
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| DISCUSSION |
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Dorsiflexors
The dorsiflexor muscles activate during swing primarily for
ground–toe clearance and at heelstrike to reduce foot slap. Hreljac
(Hreljac et al., 2001
) deduced
that dorsiflexor overexertion is an important trigger of the gait transition
based on increased peak muscle activity and ankle angular acceleration during
fast walking. Typically, when subjects walk at their preferred transition
speed or faster, they feel local discomfort or fatigue in their dorsiflexor
muscles. In a recent study, it was shown that after pre-fatiguing the TA
muscle, subjects preferred a slower transition speed
(Segers et al., 2007
). Using
our DFA device, we decreased the demand of the dorsiflexors (measured in the
TA muscle) and increased the preferred transition speed. In
Fig. 6A, we show that mean EMG
increases in the TA muscle with increasing walking speed and decreases when
the person switches to a run. The DFA device clearly reduces TA EMG activity
across walking speed, however, if one extrapolates the data for the EMG
amplitude with DFA (open square symbols,
Fig. 6A), that line would not
intersect the 1.0 normalized EMG threshold until a much faster speed than the
observed PTS with DFA. This suggests that indeed there is another factor that
triggers the transition.
|
Hip flexors
Just before the beginning of the swing phase, the hip flexors activate to
initiate the leg swing movement. We found that, at PTS, the hip flexors were
more active when walking versus running. By decreasing the demand on
the hip flexors with a leg swing assist device, we were able to increase the
preferred transition speed. In Fig.
6B, we show that mean EMG activity increases in the RF muscle with
increasing walking speed and decreases when the person switches to a run.
While walking with the LSA device, RF EMG activity is less than in normal
walking (Fig. 6B). Further, if
one extrapolates the EMG amplitude data with the LSA (open square symbols) to
faster speeds, the intersection of the RF EMG corresponds to the new PTS. This
concurs with Prilutsky and Gregor
(Prilutsky and Gregor, 2001
),
who concluded that swing phase-related muscles (notably the RF muscle) are an
important determinant of the walk–run transition.
Plantar flexors
The plantar flexor muscles activate during stance for body weight support
and forward propulsion. Unlike the EMG pattern of the dorsiflexors and hip
flexors, the plantar flexor activity increases at faster walking speeds and
continues to increase when gait is switched to a run at PTS
(Fig. 6C). This pattern does
not meet the criteria proposed by Hrlejac (Hrlejac, 1993) for a parameter to
be considered a gait transition trigger. Those criteria are, that a trigger
variable should increase with increasing walking speed and be decreased by
switching to a run at PTS. However, Neptune and Sasaki
(Neptune and Sasaki, 2005
)
still concluded that the plantar flexor muscles trigger the walk–run
gait transition because of their reduced force-generating capacity during fast
walking. By applying horizontal forces near the center of mass, we decreased
(AHF) and increased (IHF) the force demanded from these muscles. This resulted
in faster (AHF) and slower (IHF) preferred transition speeds. Applying
horizontal forces near the center of mass causes similar responses in muscle
activity as walking down (AHF) or up (IHF) an incline but without changing the
vertical movements of the center of mass. Prior research has shown that
walking down an incline (decreasing plantar flexor demand) increased the
preferred transition speed (Minetti et
al., 1994
). Conversely, increasing plantar flexor demand by
walking up an incline decreases the preferred transition speed
(Diedrich and Warren Jr, 1998
;
Hreljac, 1995a
;
Hreljac et al., 2007
;
Minetti et al., 1994
).
|
The lack of a summation effect in this study leads us to speculate about an
underlying factor that ultimately determines the walk–run transition
speed. In Fig. 7, we have
illustrated a hypothetical relationship of local and underlying factors. The
horizontal axis depicts an increase in speed, while the vertical axis depicts
an increasing level of `influence'. When a critical threshold of influence is
reached, the preferred transition from a walking gait to a running gait
occurs. With normal conditions (Fig.
7A), a speed is reached at which people generally prefer to
transition from a walk to a run (denoted as PTS). When the demand is increased
in a local muscle trigger (Fig.
7B) the preferred transition speed is slower than normal. When
demand is reduced in one of these local triggers
(Fig. 7C), transition speed is
faster than normal and local factors such as those tested in this study, seem
to adequately explain this gait transition. However, when demand is reduced in
all of these local triggers (Fig.
7D), a different factor appears to triggers the gait transition.
While walking in simulated reduced gravity, the dynamics of the inverted
pendulum system (Kram et al.,
1997
) appear to trigger the walk–run transition before local
triggers become a factor. In Fig.
7E, this relationship is depicted as the underlying factor
triggering transition at a slower speed than normal.
It is unclear what underlying factor(s) ultimately determined preferred
transition speed in the COMBO conditions. We were only able to increase
transition speed up to about 2.2 m s–1 (an increase of 0.2 m
s–1). However, humans can walk up to 2.5 m
s–1 without training
(Bohannon, 1997
). Humans
normally choose to transition slower than the speed at which walking becomes
metabolically more expensive than running
(Minetti et al., 1994
). Other
non-muscular factors such as rates of visual flow
(Mohler et al., 2007
),
training type (Beaupied et al.,
2003
), mental activity (Daniels
and Newell, 2003
) and perceived exertion
(Noble et al., 1973
) can also
influence PTS. Both local factors (i.e. muscle activity, force–velocity
relationships) and other underlying factors (i.e. perceived exertion,
metabolic cost) have been shown to affect PTS. The subjective nature of
choosing PTS might be the result of previous experience combined with input
from each of these factors. Alternatively, there may be another local factor
that triggers PTS at
2.2 m s–1.
Limitations
Our approach of using external assistive devices involves simplifying
assumptions to identify the contributions of specific muscle groups during
walking. Muscles perform multiple functions but we have categorized them as
single functions (e.g. MGAS is a propulsive muscle but it is also involved in
weight support and arresting leg swing). The DFA device developed for the
present study effectively reduced muscle activity in the dorsiflexors. By
stretching during late stance as the ankle extends, it is intuitive that
plantar flexor muscle activity would increase to maintain walking speed.
However, we could detect no significant increases in any plantar flexor muscle
activity during DFA conditions. Similarly, the use of the LSA device may have
affected other muscle groups not measured in this study. Our focus was on the
muscle activity in the hip flexor muscle (rectus femoris) but recognize that
the hamstrings may have been affected by the LSA device when decelerating the
leg in swing. Prilutsky and Gregor determined that the hamstrings are relevant
to triggering gait transition and in hindsight, we regret not measuring
hamstring EMG activity. However, Gottschall and Kram
(Gottschall and Kram, 2005
)
measured bicep femoris activity while using the LSA device and found that
activity increased in late swing but not in late stance. Further, despite
potentially increased bicep femoris activity while using the LSA device, we
found faster gait transition speeds, suggesting a more dominant role of the
hip flexors over the hamstrings.
Previously it has been shown that the use of the AHF and the LSA devices
reduce metabolic cost (Gottschall and Kram,
2003
; Gottschall and Kram,
2005
). We hypothesized that reducing muscle demand while using
these devices would indicate a trigger for the walk–run transition. It
is certain that by using these devices, we reduced metabolic cost and that
itself may have contributed to the faster preferred transition speeds.
However, within the scope of this study, we can only speculate about the
interaction of local muscle triggers and an underlying trigger such as
metabolic cost.
Conclusions
We have shown that altering the demand on specific muscles can change the
preferred walk–run transition speed. However, the small increases in
transition speed observed and the lack of a summation effect with multiple
external devices, suggests that a stronger, more underlying factor ultimately
limits the preferred walk–run transition speed. Both the local and other
underlying factors hypothesized to determine PTS seem to operate in a
redundant system that controls gait preference.
LIST OF ABBREVIATIONS
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