Comparison of Predictions Between an EMG-Assisted Approach and Two Optimization-Driven Approaches for Lumbar Spine Loading During Walking With Backpack Loads.

OBJECTIVE: The efficacy of two optimization-driven biomechanical modeling approaches has been compared with an electromyography-assisted optimization (EMGAO) approach to predict lumbar spine loading while walking with backpack loads. BACKGROUND: The EMGAO approach adopts more variables in the optimization process and is complex in data collection and processing, whereas optimization-driven approaches are simple and include the fewest possible variables. However, few studies have been conducted on the efficacy of using the optimization-driven approach to predict lumbar spine loading while walking with backpack loads. METHOD: Anthropometric information of 10 healthy male adults as well as their kinematic, kinetic, and electromyographic data acquired while they walked with various backpack loads (no-load, 5%, 10%, 15%, and 20% of body weight) served as inputs into the model for predicting lumbosacral joint compression forces. The efficacy of two optimization-driven models, namely double linear optimization with constraints on muscle intensity and single linear optimization without any constraints, was investigated by comparing the resulting force profile with that provided by a current EMGAO approach. RESULTS: The double and single linear optimization approaches predicted mean deviations in peak force of -5.1%, and -19.2% as well as root-mean-square differences in force profile of 16.2%, and 25.4%, respectively. CONCLUSION: The double linear optimization approach was a relatively comparable estimator to the EMGAO approach in terms of its consistency, slight bias, and efficiency for predicting peak lumbosacral joint compression forces. APPLICATION: The double linear optimization approach is a useful biomechanical model for estimating peak lumbar compression forces while walking with backpack loads.

EMG-based lumbosacral joint compression force prediction using a support vector machine.

Electromyography-assisted optimization (EMGAO) approach is widely used to predict lumbar joint loads under various dynamic and static conditions. However, such approach uses numerous anthropometric, kinematic, kinetic, and electromyographic data in the computation process, and thus makes data collection and processing complicated. This study developed an electromyography-based support vector machine (EMGB_SVM) approach for predicting lumbar spine load during walking with backpack loads. The EMGB_SVM is simple and uses merely the electromyographic data. Anthropometric information of 10 healthy male adults as well as their kinematic, kinetic, and electromyographic data acquired during walking exercises with no-load and with various backpack loads (5%, 10%, 15%, and 20% of their body weight) were used as the inputs of a biomechanical model, which was then used for predicting the lumbosacral joint compression force. The efficacy of the EMGB_SVM was investigated by comparing the force profiles obtained using this model with those obtained using the current EMGAO approach. On average, the EMGB_SVM obtained deviations in the peak and minimum forces of -3.3% and 5.1%, respectively, and a root mean square difference in the force profile of 7.5%. The EMGB_SVM is a comparable estimator in terms of its slight bias, favourable consistency, and efficiency at predicting the lumbosacral joint compression force.

Changes of lumbosacral joint compression force profile when walking caused by backpack loads.

Walking with backpack loads induces additional mechanical stress on the spine and has been identified as a risk factor of lower-back pain. This study evaluated the effects of walking with backpack loads on the lumbosacral joint compression force profile in both the magnitude and time domains. Ten male adults geared with anatomical markers and trunk surface electromyographic sensors walked along a walkway embedded with three force plates with no load and various backpack loads (5%, 10%, 15%, and 20% body weight). Lower-body movements, ground reaction forces, and trunk muscle activations were measured using a synchronized motion analysis, force plate, and surface electromyography system. The force profiles of identified gait cycles were predicted using an integrated inverse dynamic and electromyography-assisted optimization model and evaluated statistically. The results showed that as backpack load increased, the 10th, 50th, and 90th percentiles of force profiles escalated disproportionately. However, no significant changes were observed in the timing of the two peak force incidences. Such changes in the compression force might be an indication of the combined effects of the increase in both gravitational and mass moment of inertia of the system (body plus pack loads) when walking with a backpack. Pearson correlation coefficients of the force profiles between the five loading conditions were greater than 0.94. Strong associations between the force profiles at different backpack loads were confirmed.

Effects of backpack and double pack loads on postural stability.

Measurement of postural stability is crucial for identifying predictors of performance, determining the efficacy of physical training and rehabilitation techniques and evaluating and preventing injuries, particularly for heavy load carriage in hikers, mountain search and rescue personnel and soldiers. This study investigated the effect of load distribution on postural stability in an upright stance using backpack and double pack loads under conflicting or impaired somatosensory, visual and vestibular conditions. The sensory organisation tests were conducted on 20 young adults before and after a 10-min level walking exercise. Young adults' ability to use inputs from somatosensory and visual systems to maintain postural stability was significantly reduced following a 10-min walking exercise with a heavy backpack (30% of body weight), whereas no significant changes were observed for double pack carriage. Thus, the distribution of heavy loads to the front and back provides superior balance control compared with back-only loading. Practitioner summary: This study investigated the effects of heavy (30% of body weight) load distribution on postural stability after a 10-min walking exercise. Backpack carriage significantly reduced postural stability, whereas there was no significant effect under double pack loads. Distribution of heavy loads on the front-and-back is desirable for superior balance control.

Gender Differences in Energy Expenditure During Walking With Backpack and Double-Pack Loads.

OBJECTIVE: To investigate gender differences in energy expenditure during walking with backpack and double-pack loads. BACKGROUND: Studies have reported that energy expenditure during walking with double-pack loads is lower compared with backpack carriage. However, the effect of gender on energy expenditure while walking with these two load distribution systems has not been investigated. METHOD: Thirty healthy young adults (15 female and 15 male participants) walked on a treadmill with backpack and double-pack loads weighing 30% of their body weight at a speed of 0.89 m/s for 10 min. The energy expenditure in terms of oxygen consumption (VO2) and respiratory exchange ratio (RER) were continuously monitored using a portable gas analyzer throughout each walking exercise. A mixed-design analysis of variance model was adopted to test the effects of gender, pack, and time on VO2 and RER. RESULTS: No time effect was observed on VO2. However, significant gender, pack, and interaction effects were observed. The lowest VO2 was found in female participants under double-pack carriage. No significant gender or pack differences existed in RER. However, RER significantly and incrementally increased in time from the 4th through 6th, 8th, and 10th min. CONCLUSION: This study revealed that heavy double-pack load carriage for healthy young female participants had significantly lower energy expenditure (normalized by the entire system weight, i.e., the participant's weight plus the weight of the pack) than that of the male participants in a 10-min walking exercise. APPLICATION: The findings of this study indicated that healthy young female participants carried a heavy double-pack with less energy cost (normalized by the entire system weight, i.e., the participant's weight plus the weight of the pack) compared with their male counterparts during a 10-min walking exercise.

Effects of backpack load on critical changes of trunk muscle activation and lumbar spine loading during walking.

This study investigated the effects of carrying a backpack while walking. Critical changes featuring the disproportionality of increases in trunk muscle activation and lumbar joint loading between light and heavy backpack carriage weight may reveal the load-bearing strategy (LBS) of the lumbar spine. This was investigated using an integrated system equipped with a motion analysis, a force platform and a wireless surface electromyography (EMG) system to measure the trunk muscle EMG amplitudes and lumbar joint component forces. A predictive goal programming model was developed to determine the most critical changes in trunk muscle activation and lumbar joint loading. Results suggested that lightweight backpack carriage at approximately 3% of body weight (BW) might reduce the peak lumbosacral compression force by 3% during walking compared with no load condition. The most critical changes in both trunk muscle activation and lumbosacral joint loading were found at a backpack load of 10% of BW. Practitioner Summary: This study investigated the effects of backpack load on the LBS of lumbar spine while walking. A backpack load of 3% of BW might reduce the peak lumbosacral compression force by 3 and 10% of BW induced the most critical changes in LBS of lumbar spine.

Multi-objective analysis for assessing simultaneous changes in regional spinal curvatures under backpack carriage in young adults.

Change in sagittal spinal curvature from the neutral upright stance is an important measure of the heaviness and correctness of backpack use. As current recommendations, with respect to spinal profile, of backpack load thresholds were based on the significant curvature change in individual spinal region only, this study investigated the most critical backpack load by assessing simultaneously the spinal curvature changes along the whole spine. A motion analysis system was used to measure the curvature changes in cervical, upper thoracic, lower thoracic and lumbar regions with backpack load at 0, 5, 10, 15 and 20% of body weight. A multi-objective goal programming model was adopted to determine the global critical load of maximum curvature change of the whole spine in accordance with the maximum curvature changes of the four spinal regions. Results suggested that the most critical backpack load was 13% of body weight for healthy male college students. Practitioner Summary: As current recommendations of backpack load thresholds were based on the significant curvature change in individual spinal region only, this study investigated the backpack load by considering simultaneously the spinal curvature changes along the whole spine. The recommendation, in terms of the global critical load, was 13% of body weight for healthy male college students.