Predictors of perceived effort in the shoulder during load transfer tasks.

The mechanism of muscular effort perception in the shoulder was examined in this experiment. Two shoulder biomechanical models and experimental muscle activity data were used to assess physical exposure for a series of reaching tasks. Effort perception was quantitatively correlated to these measures of physical loading, both at the resultant torque (r(2) = 0.50) and muscle activity model-based muscle force predictions (MFPs): r(2) = 0.42, electromyography (EMG): r(2) = 0.26) levels. Muscle data did not explain variation in effort perception more fully than torque data. The inclusion of subject and task variables improved the ability of each model to explain variability in effort perception (torque: r(2) = 0.74; MFP: r(2) = 0.67, EMG: r(2) = 0.64). These results suggest that effort perception may not be fully explained by only an image of the motor command, but is rather a complex integrative quantity that is affected by other factors, such as posture and task goals, which may be dependent on sensory feedback.

Center of pressure excursion capability in performance of seated lateral-reaching tasks.

BACKGROUND: Seated center of pressure excursion capability can be used for patient evaluation in a clinical setting and in universal design. A quantification of excursion capability across age and anthropometry has not been previously reported, although some research suggests that the ischial tuberosities are the support structure limiting the excursion. METHODS: Thirty-eight neurologically healthy adults ranging in age from 21 to 74 years and including 12 obese persons performed a series of 6 lateral-reaching tasks. Participants sat on a platform such that their feet did not touch the ground, leaving their legs free to provide counterbalancing support. Data recorded from a force plate under the platform allowed calculation of the center of pressure throughout the trial and the maximum excursion for each condition was recorded. FINDINGS: The average excursion capability for the healthy, experimental population was 148 mm or 37% of seated hip breadth. Taller participants had larger maximum excursions, on average, than shorter participants, and older participants had smaller excursions than younger participants. INTERPRETATION: The greater trochanter of the femur-rather than the ischial tuberosities-appears to be the primary support structure limiting center of pressure excursion in lateral, balance-limited reaches without contralateral support. These measures and concepts can be used for design, accommodation, and clinically for patient assessment.

Improving digital human modelling for proactive ergonomics in design.

This paper presents the need to improve existing digital human models (DHMs) so they are better able to serve as effective ergonomics analysis and design tools. Existing DHMs are meant to be used by a designer early in a product development process when attempting to improve the physical design of vehicle interiors and manufacturing workplaces. The emphasis in this paper is placed on developing future DHMs that include valid posture and motion prediction models for various populations. It is argued that existing posture and motion prediction models now used in DHMs must be changed to become based on real motion data to assure validity for complex dynamic task simulations. It is further speculated that if valid human posture and motion prediction models are developed and used, these can be combined with psychophysical and biomechanical models to provide a much greater understanding of dynamic human performance and population specific limitations and that these new DHM models will ultimately provide a powerful ergonomics design tool.

Shoulder disorders and postural stress in automobile assembly work.

OBJECTIVES: A case-referent study was conducted in an automobile assembly plant to evaluate the risk of shoulder disorders associated with nonneutral postures. METHODS: The cases were workers who reported shoulder pain to the plant clinic during a 10-month period and met symptom criteria (pain frequency or duration in the past year) in an interview; more than one-half also had positive findings in a physical examination. The referents were randomly selected workers who were free of shoulder disorders according to the clinic records, the interview, and the physical examination. For each of the 79 cases and 124 referents, 1 job was analyzed for postural and biomechanical demands by an analyst blinded to the case-referent status. RESULTS: Forty-one percent of the subjects flexed or abducted the right arm "severely" (above 90 degrees) during the job cycle, and 35% did so with the left arm. The peak torques at the shoulder were rather low. Shoulder disorders were associated with severe flexion or abduction of the left [odds ratio (OR) 3.2, 95% confidence interval (95% CI) 1.5-6.5] and the right (OR 2.3, 95% CI 1.2-4.8) shoulder. The risk increased as the proportion of the work cycle exposed increased. The relationships were similar for the cases with and without physical findings. Use of hand-held tools increased the risk and also modified the association with postural stress, although the joint exposure distributions limited full analysis of this finding. CONCLUSIONS: The findings support the conclusion that severe shoulder flexion or abduction, especially for 10% or more of the work cycle, is predictive of chronic or recurrent shoulder disorders.

Motion times, hand forces, and trunk kinematics when using material handling manipulators in short-distance transfers of moderate mass objects.

The risk of musculoskeletal injury associated with manual materials handling tasks has led in part to the use of material handling manipulators, yet there is limited empirical data to facilitate selection, design, and evaluation of these devices. A laboratory study of two types of mechanical manipulators (articulated arm and overhead hoist) was conducted of short-distance transfers of moderate loads, and the influence of various task parameters and transfer method on motion times, peak hand forces, and torso kinematics was obtained. Use of manipulators increased elemental motion times for symmetric sagittal plane transfers by 36-63%, and asymmetric transfers (in the frontal plane) by 62-115%, compared to similar transfers performed manually. Peak hand forces were significantly lower with both manipulators (40-50%), and approximately 10% higher for asymmetric versus symmetric transfers. Overall torso kinematics were grossly similar with and without a manipulator. These results suggest that for self-paced job tasks, moderate mass objects will be transferred slower over short distances and with lower levels of external (hand) forces when using mechanical aids. These simple effects, however, were influenced by object mass and transfer height.

Back lift versus leg lift: an index and visualization of dynamic lifting strategies.

The description of a lifting strategy is typically provided in qualitative terms. A quantitative static descriptor or index differentiates the starting postures but not the primary moving segments. This technical note proposes an index that quantitatively characterizes different dynamic postural strategies employed during sagittal plane lifting. Dynamic lifting strategies are modeled in the velocity domain as different schemes of partitioning postural changes between the torso and leg segments. The index consists of two parameters, assigned to two leg segments, quantifying their contributions relative to the torso. Given a measured lifting movement, its index parameters values, ranging from 0.1 to 10, are estimated through an enumeration search process with the objective of minimizing the fitting error. The use of this index is illustrated by applying it to 24 lifting movements performed by six subjects assuming either a back-lift or a leg-lift strategy. Results indicate that a lifting strategy, in terms of whether the leg or the back is generally the prime mover, can be differentiated and visualized using this simple two-parameter index. In addition, indistinct intermediate strategies are also discerned, as the involvement of each segment in a lifting movement is quantified. The index is however limited in that it does not accommodate arm motion contributions to a lift nor possible time-dependent strategic changes during a lift. Potential future applications include time-efficient movement prediction and simulation for computerized biomechanical or ergonomic analysis.

Stature, age, and gender effects on reach motion postures.

The rapid adoption of software to simulate human reach motions in the design of vehicle interiors and manufacturing and office workstations has required a sophisticated understanding of human motions. This paper describes how more than 3,000 right-arm reaching motions of a diverse group of participants were captured and statistically modeled. The results demonstrate that stature and age have a larger effect than does gender on reach motion postures for motions chosen by the participants while reaching to targets placed throughout a typical automobile interior. We propose that these methods, models, and results can assist the further development of human motion simulation software for ergonomic purposes, such as for the design or evaluation of vehicle interiors or industrial workplaces, to ensure that various population groups are physically accommodated.

Rectifying postures reconstructed from joint angles to meet constraints.

Postures are often described and modeled using angles between body segments rather than joint coordinates. Models can be used to predict these angles as a function of anthropometry and postural requirements. Postural representation, however, requires the joint coordinates. The use of conventional forward kinematics to derive joint coordinates from predicted angles may violate task constraints, such as the placement of a hand on a target or a foot on a pedal. Errors arise because the anthropometry or other motion characteristics of a subject, for which the prediction is to be made, may differ from the data from which the prediction model was derived. We describe how to rectify model-predicted postures to exactly satisfy such task constraints. We require that the model used for predicting the angles also produce estimates of the variation in these predictions. We show how to alter the initial angle predictions, with the amount of perturbation at each angle dependent on the accuracy of its estimation, so as to exactly satisfy the joint coordinate constraints. Finally, we show in an empirical example that this correction usually produces better overall predictions of posture than those obtained initially.

Effects of pacing when using material handling manipulators.

Common manipulator-assisted materials handling tasks were performed in a laboratory simulation at self-selected and faster (paced) speeds. The effects of pacing on peak hand forces, torso kinematics, spine moments and forces, and muscle antagonism were determined, along with any influences of several task variables on these effects. The faster trials were performed 20% more rapidly than the self-paced trials. It was found that (a) achieving this level of performance required approximately 10% higher hand forces and 5%-10% higher torso moments, (b) consistent torso postures and motions were used for both speed conditions, and (c) the faster trials resulted in approximately 10% higher spine forces and approximately 15% higher levels of lumbar muscle antagonism. On whole, these results suggest a higher risk of musculoskeletal injury associated with performance of object transfers at faster than self-selected speeds with and without a manipulator. Further analysis provided evidence that the use of manipulators involves higher levels of motor coordination than do manual tasks. Several implications regarding the use of material handling manipulators in paced operations are discussed. Results from this investigation can be used in the design, evaluation, and selection of material handling manipulators.

Low-back stresses when learning to use a materials handling device.

This study examines the potential effect of short-term practice on low-back stresses during manual lifting and lowering of a 15 kg load, and while using two different types of materials handling devices (MHDs) to lift and lower a 40 kg load. The two MHDs used were an articulated balance arm and a pneumatic hoist. The expectation was that low-back dynamic moments, EMG measured torso muscle antagonism, and EMG predicted L4/L5 disc compression forces would rapidly decrease with practice, and that the manual lift-lower activities would be learned faster than the MHD-assisted exertions. Four naïve male college age subjects performed 40 lift and lower exertions, both manually and with the two MHDs for a total of 24 experiments. Non-linear regressions of the peak and average low-back moments, EMGs and disc compression values revealed only small decreases in the values (from 2 to 14%) over the 40 trials, and it was only statistically significant for five of the 48 regressions. This would seem to indicate that if learning is present in these tasks it is going to be very slow learning, and thus future studies will need to include a much larger number of trials. The effects of MHDs on the learning rates when compared to manual lifting learning rates was not statistically significant. It was shown, however, that MHDs had a particularly beneficial effect on reducing L4/L5 compression forces during load lowering activities despite the MHD load being much heavier than the manual load. It also was found that the level of torso muscle co-contraction increased significantly (2-4 times) when MHD handling was involved compared to manual lifting and lowering.

Biomechanical analysis of materials handling manipulators in short distance transfers of moderate mass objects: joint strength, spine forces and muscular antagonism.

Although often suggested as a control measure to alleviate musculoskeletal stresses, the use of mechanical assistance devices (i.e. manipulators) in load transfers has not been extensively studied. Without data describing the biomechanical effects of such devices, justification for decisions regarding implementation of such tools is difficult. An experimental study of two types of mechanical manipulators (articulated arm and overhead hoist) was conducted to determine whether biomechanical stresses, and hence injury risk, would be alleviated. Short distance transfers of loads with moderate mass were performed both manually and with manipulator assistance under a variety of task conditions. Using analysis and output from new dynamic torso models, strength demands at the shoulders and low back, lumbar spine forces, and lumbar muscle antagonism were determined. Strength requirements decreased significantly at both the shoulders and low back when using either manipulator in comparison with similar transfers performed manually. Peak spine compression and anterior-posterior (a-p) shear forces were reduced by about 40% on average, and these reductions were shown to be primarily caused by decreases in hand forces and resultant spinal moments. Two metrics of muscular antagonism were defined, and analysis showed that torso muscle antagonism was largest overall when using the hoist. The results overall suggest that hoist-assisted transfers, although better in reducing spine compression forces, may impose relatively higher demands on coordination and/or stability at extreme heights or with torso twisting motions. The relatively higher strength requirements and spine compression associated with the articulated arm may be a result of the high inertia of the system. Potential benefits of practice and training are discussed, and conclusions regarding implementation of mechanical manipulators are given.

Lumbar muscle force estimation using a subject-invariant 5-parameter EMG-based model.

The use of electromyographic measures, in concert with modeled or empirical representations of muscle physiology, is a common approach for estimation of muscle force. Existing models of the lumbar musculature have allowed model parameters to vary for an individual subject. While this approach improves apparent predictive ability, it loses some degree of construct validity since parameter variability may not be physiologically justifiable. An EMG-based five-parameter model, adapted and generalized from earlier reports, is presented here. Inherent in the model is the requirement of subject-invariant modeling parameters. As a practical analysis tool was desired, the model relies on relatively few calibration constants whose determination is described. Empirical evaluation was undertaken using a database of 398 experimental trials involving lifting and transferring objects of moderate mass. Model performance, evaluated by comparison of measured and predicted lumbar moments, was comparable to earlier models, with r2 mean (S.D.) values of 0.76(0.15) for sagittal plane moments, and rms mean (S.D.) errors of 14.1(7.4), 9.7(5.3), and 8.6(3.6) Nm in the sagittal, frontal, and horizontal planes, respectively. These empirical results and the argument of physiological veracity support the use of a subject-invariant model.

Optimization-based differential kinematic modeling exhibits a velocity-control strategy for dynamic posture determination in seated reaching movements.

We proposed a velocity control strategy for dynamic posture determination that underlay an optimization-based differential inverse kinematics (ODIK) approach for modeling three-dimensional (3-D) seated reaching movements. In this modeling approach, a four-segment seven-DOF linkage is employed to represent the torso and right arm. Kinematic redundancy is resolved efficiently in the velocity domain via a weighted pseudoinverse. Weights assigned to individual DOF describe their relative movement contribution in response to an instantaneous postural change. Different schemes of posing constraints on the weighting parameters, by which various motion apportionment strategies are modeled, can be hypothesized and evaluated against empirical measurements. A numerical optimization procedure based on simulated annealing estimate the weighting parameter values such that the predicted movement best fits the measurement. We applied this approach to modeling 72 seated reaching movements of three distinctive types performed by six subjects. Results indicated that most of the movements were accurately modeled (time-averaged RMSE < 5 degrees) with a simple time-invariant four-weight scheme which represents a time-constant, inter-joint motion apportionment strategy. Modeling error could be further reduced by using less constrained schemes, but notably only for the ones that were relatively poorly modeled with a time-invariant four-weight scheme. The fact that the current modeling approach was able to closely reproduce measured movements and do so in a computationally advantageous way lends support to the proposed velocity control strategy.

Stability limits in extreme postures: effects of load positioning, foot placement, and strength.

Although injuries related to postural stability are prevalent, ergonomic job analyses traditionally have not addressed stability issues. In this research functional stability limits are quantified for persons standing in extreme postures under various external load and foot positioning conditions. Participants were asked to lean and displace their center of gravity (COG) as far as possible in eight directions to the sides and front of the body. Stability measures based on these COG displacements were calculated. All controlled variables significantly affected the stability measures. When standing unladen, participants extended their COG to within 99% of their theoretical maximum. Movement was much more restricted when handling a load (89%), especially when holding it with one hand on the shoulder (84%). On average, increased separation of the feet in a particular direction resulted in larger COG displacements in that direction. The results are discussed relative to their effects on balance and stability modeling.

Using principal-components regression to stabilize EMG-muscle force parameter estimates of torso muscles.

Models for estimating muscle force from surface electromyographic (EMG) recordings require parameter estimates with low intertrial variability. The inclusion of multiple muscles in multivariate statistical models can lead to multicollinearity, especially when there are significant correlations between synergist muscles. One result of multicollinearity is that parameter estimates are very sensitive to changes in the independent variables. This study compared the parameter variability of multiple regression and principal-components regression techniques when applied to a six muscle EMG analysis of the lumbar region of the torso. Nine subjects participated. Twenty-three percent of the traditional multiple-regression parameters had incorrect signs, but none of the principal-components regression parameters did. The principal-components regression technique also produced parameter estimates having an order of magnitude smaller parameter variability. It was concluded that principal-components regression is an effective method of mitigating the effect of multicollinearity in torso EMG models.

A biomechanical analysis of methods used for transferring totally dependent patients.

Lifting and transferring patients have been identified as frequent precipitating factors or causes of low back problems among nurses. This study systematically evaluated six different transfer methods (three manual and three mechanical) completed by two female nurses working as a team to transfer two totally dependent patients (heavy, 95 kg and light, 56 kg). The patient transfers were completed on a rehabilitation unit of a large university hospital. Each transfer was videotaped and the short (150 cm) and tall (178 cm) nurse each performed the lead and assist roles using all six methods for both patients for a total of 24 transfers. A biomechanical software program referred to as the "3-Dimensional Static Strength Prediction Program (3DSSPPTM)" was used to model each patient transfer, and to compute the peak compressive force on the L5/S1 disc, as well as estimate the percent of the population with sufficient strength capability to transfer patients. The results of biomechanical analysis revealed that the low back compression forces exceeded the back compression design limit recommended by the National Institute for Occupational Safety and Health (NIOSH) (3400N). For the manual transfer methods peak compressive forces greater than 10,000 N were predicted, which far exceeded the NIOSH upper limit of 6400 N. When mechanical lift devices were used, the back compression forces were below the back compression design limits. This study reinforces the need to utilize a mechanical lift device when transferring totally dependent patients with only two nurses.

A neural network model for simulation of torso muscle coordination.

An artificial neural network (ANN) was created to simulate lumbar muscle response to static moment loads. The network model was based on an abstract representation of a motor control system in which muscle activity is driven primarily to maintain moment equilibrium. The network model parameters were obtained by an iterative method (trained), using a modification of the standard backpropagation algorithm and moment equilibrium constraints. In contrast to previous ANN models of muscle activity, patterns of muscle activity are not target (training) values, but rather emerge as a result of moment equilibrium constraints. Assumptions regarding the moment generating capacity muscles and competitive interactions between muscles were employed and enabled the prediction of realistic patterns of muscle activity upon comparison with experimental electromyographic (EMG) data sets (r2: 0.4-0.9). The success of the simulation model suggests that a motor recruitment plan can be mimicked with relatively simple systems and that 'competition' between responsive units (muscles) may be intrinsic to the learning process. Prediction of alternative recruitment patterns and differing magnitudes of co-contractile activity were achieved by varying competition parameters within and between units.

Pattern classification reveals intersubject group differences in lumbar muscle recruitment during static loading.

OBJECTIVE: This paper examines interindividual differences in the patterns of torso muscle recruitment during 3-dimensional static moment loading of the lumbar spine. DESIGN: A mathematical model (artificial neural network) was used to differentiate individual patterns of muscle response. BACKGROUND: Traditionally, experimental myoelectric data is averaged over subjects, assuming an ideal mean response to a given loading. However, averaging may overlook important information and implications associated with interindividual variability. METHODS: In this study a simple classification tool in the form of a competitive neural network model is developed and used to evaluate lumbar muscle recruitment patterns. RESULTS: Subjects formed consistent and denumerable clusters, and could be categorized as either 'majority' or 'minority' type responders, based on their individual muscle response patterns as discerned from the output of the competitive network model. The practical significance of these differences is shown by comparison of muscle activity with more established optimization-based force predictions. Those subjects categorized as majority-type responders had muscle activity in better correspondence with optimization-based predicted forces. Subjects in minority categories displayed more variance in their response patterns and larger degrees of antagonistic cocontraction. CONCLUSIONS: The implications for deterministic (e.g. optimization-based) biomechanical modelling are discussed. It is speculated that interindividual muscle recruitment differences may be important for assessing individual musculoskeletal risk.

Task effects on three-dimensional dynamic postures during seated reaching movements: an investigative scheme and illustration.

In this paper we describe a new scheme for empirically investigating the effects of task factors on three-dimensional (3D) dynamic postures during seated reaching movements. The scheme relies on an underlying model that integrates two statistical procedures: (a) a regression description of the relationship between the time-varying hand location and postural angles to characterize the movement data and (b) a series of analyses of variance to test the hypothesized task effects using representative instantaneous postures. The use of this scheme is illustrated by an experiment that examines two generic task factors: hand motion direction and motion completion time. Results suggest that hand motion direction is a significant task factor in determining instantaneous postures, whereas a distinctive difference in the time to complete a motion does not appear to have a significant effect. We discuss the concept of an instantaneous posture and its utility in dynamic studies of movements, some insights into human reaching movement control strategy, and implications for the development of a 3D dynamic posture prediction model.