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A Comprehensive Evaluation of Spine Kinematics, Kinetics, and Trunk Muscle Activities During Fatigue-Induced Repetitive Lifting

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Objective Spine kinematics, kinetics, and trunk muscle activities were evaluated during different stages of a fatigue-induced symmetric lifting task over time. Background Due to neuromuscular adaptations, postural behaviors of workers during lifting tasks are affected by fatigue. Comprehensive aspects of these adaptations remain to be investigated. Method Eighteen volunteers repeatedly lifted a box until perceived exhaustion. Body center of mass (CoM), trunk and box kinematics, and feet center of pressure (CoP) were estimated by a motion capture system and force-plate. Electromyographic (EMG) signals of trunk/abdominal muscles were assessed using linear and nonlinear approaches. The L5-S1 compressive force (Fc) was predicted via a biomechanical model. A two-way multivariate analysis of variance (MANOVA) was performed to examine the effects of five blocks of lifting cycle (C1 to C5) and lifting trial (T1 to T5), as independent variables, on kinematic, kinetic, and EMG-related measures. Results Significant effects of lifting trial blocks were found for CoM and CoP shift in the anterior–posterior direction (respectively p < .001 and p = .014), trunk angle ( p = .004), vertical box displacement ( p < .001), and Fc ( p = .005). EMG parameters indicated muscular fatigue with the extent of changes being muscle-specific. Conclusion Results emphasized variations in most kinematics/kinetics, and EMG-based indices, which further provided insight into the lifting behavior adaptations under dynamic fatiguing conditions. Application Movement and muscle-related variables, to a large extent, determine the magnitude of spinal loading, which is associated with low back pain.
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A Comprehensive Evaluation of Spine Kinematics, Kinetics,
and Trunk Muscle Activities During Fatigue- Induced
RepetitiveLifting
ZeinabKazemi, AdelMazloumi , Tehran University of Medical Sciences, Iran,
NavidArjmand, Sharif University of Technology, Iran, AhmadrezaKeihani,
ZanyarKarimi, Tehran University of Medical Sciences, Iran,
Mohamad SadeghGhasemi , Iran University of Medical Sciences, Iran, and
RaminKordi, Tehran University of Medical Sciences, Iran
Address correspondence to Adel Mazloumi, Department of
Occupational Health Engineering, School of Public Health,
Tehran University of Medical Sciences, P.O. BOX: 6446
Tehran 14155, Iran; e-mail: amazlomi@ tums. ac. ir
HUMAN FACTORS
Vol. 00, No. 0, Month XXXX, pp. 1-16
DOI: 10. 1177/ 0 018 7208 20983621
Article reuse guidelines: sagepub. com/ journals- permissions
Copyright © 2021, Human Factors and Ergonomics Society.
Objective: Spine kinematics, kinetics, and trunk muscle activi-
ties were evaluated during different stages of a fatigue- induced sym-
metric lifting task over time.
Background: Due to neuromuscular adaptations, pos-
tural behaviors of workers during lifting tasks are affected by
fatigue. Comprehensive aspects of these adaptations remain to be
investigated.
Method: Eighteen volunteers repeatedly lifted a box until
perceived exhaustion. Body center of mass (CoM), trunk and box
kinematics, and feet center of pressure (CoP) were estimated by a
motion capture system and force- plate. Electromyographic (EMG)
signals of trunk/abdominal muscles were assessed using linear and
nonlinear approaches. The L5- S1 compressive force (Fc) was pre-
dicted via a biomechanical model. A two- way multivariate analysis of
variance (MANOVA) was performed to examine the effects of five
blocks of lifting cycle (C1 to C5) and lifting trial (T1 to T5), as inde-
pendent variables, on kinematic, kinetic, and EMG- related measures.
Results: Significant effects of lifting trial blocks were found for
CoM and CoP shift in the anterior–posterior direction (respectively
p < .001 and p = .014), trunk angle (p = .004), vertical box dis-
placement (p < .001), and Fc (p = .005). EMG parameters indicated
muscular fatigue with the extent of changes being muscle- specific.
Conclusion: Results emphasized variations in most kinematics/
kinetics, and EMG- based indices, which further provided insight into
the lifting behavior adaptations under dynamic fatiguing conditions.
Application: Movement and muscle- related variables, to a
large extent, determine the magnitude of spinal loading, which is
associated with low back pain.
Keywords: biomechanical models- spine, manual
material handling, electromyography, nonlinear
dynamical systems, motor control
INTRODUCTION
Muscle fatigue induced by lifting activities
may adversely aect neuromuscular control of
spinal stability (Mehta et al., 2014; Srinivasan
& Mathiassen, 2012). Neuromuscular mecha-
nisms including reex response, active muscle
stiness, and muscle recruitment contribute to
the mechanical stability of the spine. During
physical activities, mechanical/chemical stimuli
induced by muscle contraction activate recep-
tors on group III/IV nerve endings on mus-
cles (Amann et al., 2015; Monjo et al., 2015).
The central reection of these aerents, their
inhibitory eects on moto- neurons as well as
the subsequent reduction in voluntary muscle
activation constitute a process that causes cen-
tral fatigue, thereby adversely aecting work-
ers’ performance (Amann et al., 2015; Sidhu
et al., 2014). Fatigue- induced reduction in
muscle stiness occurs as a result of a decrease
in co- contraction between agonist and antag-
onist muscles (Bonato et al., 2003; Granata
et al., 2004). Given the diminished stiness
of muscles, the compensatory recruitment of
antagonistic co- contraction is hence necessary
to maintain stability (Gardner- Morse et al.,
1995; Granata et al., 2004). It is also conrmed
that the recruitment of alternate agonistic and
antagonistic muscle groups is increased as a
result of fatigue in primary agonists (Sparto &
Parnianpour, 1998). These alterations together
may lead to increased spine compression forc-
es—a risk factor for micro- fracture of verte-
bral endplates (Brinckmann et al., 1988; Mehta
et al., 2014).
Month XXXX - Human Factors2
Furthermore, energy reservoir decreases
with muscular fatigue and thus enforcing the
central nervous system (CNS) to plan/execute
movements that aim to minimize energy expen-
diture while simultaneously maintaining task
performance (Bauer et al., 2017; Missenard
et al., 2008). In this respect, individuals may
adjust their working strategies to compensate
for fatigue during repetitive lifting (Mehta
et al., 2014). Optimal movement variations
are recognized as factors delaying the devel-
opment of fatigue during a prolonged activity
(Bartlett et al., 2007; Sedighi & Nussbaum,
2017; Srinivasan & Mathiassen, 2012) by dis-
tributing load across active- passive tissues,
thus maintaining performance (Bauer et al.,
2017; van Dieën et al., 2003). Depending on
the region and extent of fatigue, various behav-
ioral changes have been observed including
lifting style, switching between stoop and squat
postures (Bonato et al., 2003), and accelerated
forward bending (Bernardo et al., 2018; Chen,
2000).
Although a number of studies have attempted
to explore fatigue and its dependent postural
adaptations in lifting task, little research has
been conducted to investigate eects of fatigu-
ing conditions on simultaneous changes of spine
kinematics and muscle- related parameters. For
instance, postural kinematics and erector spinae
muscle activities were compared prior to, and
immediately following, a repetitive lifting task
by Dolan and Adams (1998) and Boocock et al.
(2015). In these studies and other similar studies
focused only on kinematic measures (Fischer
et al., 2015; Mehta et al., 2014), adaptations
during the course of lifting were neglected and
comparisons were limited to the initial and last
parts of the task. It is also worthwhile to note
that changes in the lifting strategy impact the
movement of the hand load and result in vary-
ing levels of compressive force (Fc) at the L5-
S1 disc (Chen, 2000). However, cycle- by- cycle
changes in the Fc at the L5- S1 disk have been
overlooked in the previous studies.
A key point, which is also neglected, is that
repetitive lifting is a complex dynamic task
(Chen, 2000) with nonlinear dynamical proper-
ties of biomechanical responses (Khalaf et al.,
2015). Recent research evidence supports the
fact that linear measures quantify the magnitude
of variation in a series of data irrespective of
their order in the distribution. In contrast, vari-
ations are more accurately drawn by nonlinear
measures where the temporal organization (or
structure) of distribution is targeted. Survey
of variability through measures for nonlinear
dynamics has thus attracted considerable atten-
tion because of the valuable information they
provide about human postural control system
(Cavanaugh et al., 2005; Stergiou & Decker,
2011). In this sense, healthy physiological
systems are often characterized by an irregu-
lar and complex type of variability (Donker
et al., 2007). With the development of fatigue,
a decreased complexity of muscle activity
has been reported (Cashaback et al., 2013).
However, how structure of muscular activity is
aected by fatigue under repetitive lifting task
remains to be investigated.
To address some of the mentioned limita-
tions and to gain deeper insights into the biome-
chanical properties of motor control strategies,
the present study aims to:
1. Measure cycle- by- cycle changes in body center of
mass (CoM) trajectory and a range of kinematic
data of trunk and hand load over a sagittally sym-
metric fatiguing repetitive lifting trial.
2. Quantify fatigue of trunk extensor and exor mus-
cles via assessment of their electromyographic
(EMG) activities. For this, both linear and non-
linear EMG parameters were used to understand
how fatigue development over a repetitive lifting
impacts magnitude and structure of muscle activ-
ity variability.
3. Evaluate the trend of center of pressure (CoP)
displacement and Fc at the L5- S1 disk during the
lifting cycle.
We sought to address the issue that continu-
ing lifting to exhaustion corresponds to a wide
range of alterations in trunk and hand load
kinematics and muscular activities, and, based
on these changes, we hypothesized that spinal
loads would be aected over time.
METHOD
Participants
Eighteen healthy male participants were
recruited from university students with a mean
(standard deviation, SD) age, stature, and body
Postural Behavior in rePetitive lifting 3
mass of 26.5 (2.9) years, 175.2 (6.1) cm, and
70.1 (7.3) kg, respectively. None of the par-
ticipants had experience in repetitive lifting
as a routine task. They did not have injuries,
disorders, or deformity, which may aect
their postural control or their ability to per-
form the activity. The study adhered to the
tenets of the Declaration of Helsinki and par-
ticipants completed a written consent form,
approved by Tehran University of Medical
Sciences Research Ethics Board (Approval No.
IR.TUMS.SPH.REC.1397.252).
Instrumentation and Data Acquisition
An 11- camera motion capture system (Vicon
Motion Systems Inc., Oxford, UK) set at a sam-
pling frequency of 120 Hz was used to record
3D kinematic data. Markers were bilaterally
attached to landmarks based on a standard marker
placement protocol to track the position and
movement of trunk (VICON- Documentation,
2020). In order to track the box trajectory, an
additional marker was attached to its top edge.
EMG activities of left and right erector spinae
longissimus (ESLR, ESLL), multidus (MFR,
MFL), latissimus dorsi (LDR, LDL), rectus
abdominis (RAR, RAL), and external oblique
(EOR, EOL) muscles were collected using a
wireless system at a sampling rate of 1200 Hz
(Myon 320, Switzerland). Bipolar surface elec-
trodes, with center- to- center distance of 2 cm,
were placed over the target muscles and paral-
lel to the muscle bers at: ~4 cm lateral to the
L3 spinous process for ESL, 1.5 cm lateral to
the L5 spinous process for MF, 2 cm distal to
the scapula inferior angle for LD, 3 cm above
the umbilicus and 3 cm lateral to midline for
RA, and 15 cm lateral to the umbilicus, in the
midpoint between the 12th rib and iliac crest,
for EO (Haddad & Mirka, 2013; Haddad, 2011;
Hardie et al., 2015). Ground reaction forces
data were recorded simultaneously using two
adjacent force platforms (Kistler Instrument
AG, Switzerland) at a sampling rate of 1200
Hz. Kinematics, EMG, and force- plate data
were automatically synchronized with Noraxon
hardware.
Experimental Procedures
Following a short warm- up stretching exer-
cises, including full exion/extension/lateral
bending/twisting, for 2–3 min (Ghesmaty
Sangachin & Cavuoto, 2016; Haddad & Mirka,
2013), subjects completed maximal volun-
tary contraction (MVC) for the assigned mus-
cles according to previous studies (Flint et al.,
2015; Nelson- Wong & Callaghan, 2010). Three
~5- s MVC tests were performed for each mus-
cle with a minimum of 30 s rest in between to
avoid fatigue. Before the repetitive lifting activ-
ity, EMG and motion data of participants were
recorded in a relaxed upright standing posture
for 3–5 s as a reference posture (i.e., static trial)
for the subsequent normalization purposes.
Subsequently, participants were instructed to
symmetrically lift/lower a two- handled box
(30.0 cm × 25.0 cm × 25.5 cm). For each par-
ticipant, box mass was adjusted equal to 10%
of his maximum lifting capacity determined by
a Chatillon force gage (model DFX; Ametek-
Chatillion, Largo, FL; Dolan & Adams, 1998).
Finally, participants were asked to stand at
a comfortable distance in front of the force-
plate. Given a verbal signal, they stood on the
force- plate with their feet placed symmetrically
shoulder- width apart and lifted a box from oor
to their waist height with a lifting/lowering pace
of ~10 lifts/min as controlled by a metronome
(Figure 1). Prior to the test, each participant was
asked to practice with an empty box and try to
maintain the metronome rate in order to provide
relatively constant cycles’ durations (~3 s). All
tests were performed in the morning. The whole
cycle time was divided into lifting and lower-
ing phases. The participant continued the lift-
ing/lowering activity until he failed to continue
the task and verbally reported the highest level
of exhaustion. In order to ensure that subjects
have reached their maximum fatigue level, par-
ticipants were asked to rate subjective percep-
tion of their fatigue by the end of each minute
during the course of the lifting task using a 10-
point Borg rating of perceived exertion (RPE)
scale (Ahmad & Kim, 2018; Bonato et al.,
2003; Fischer et al., 2015; Ghesmaty Sangachin
& Cavuoto, 2016). As the task was highly
demanding, subjects’ heart rate was recorded
Month XXXX - Human Factors4
by a wristwatch monitoring device (Beurer, PM
70, Germany) so that subjects did not to exceed
their maximum heart rate, calculated for each
subject according to a formula developed else-
where (Tanaka et al., 2001). Besides, before
performing the task, we explained the proce-
dure to our subjects and asked them to stop
the task at any time they felt uncomfortable.
Subjects were not instructed on any lifting tech-
nique (i.e., free- style lifting with no instruction
on knee/lumbar postures).
Data Analysis
Since postural adaptations as well as mus-
cular contraction properties are dependent on
the task type (lifting or lowering; Davis, 1996;
Mehta et al., 2014), only data related to lifting
phase of cycles were extracted for characteriz-
ing the parameters of interest across the trial.
According to data obtained by the motion cap-
ture system, each lifting cycle was considered as
the time instant that trunk was in maximum for-
ward exion angle in the sagittal plane through
the time that the subject placed the box on the
shelf (i.e., minimum sagittal trunk exion angle
just before becoming completely upright for the
rest phase). To extract the kinematics, EMG,
and kinetics parameters, all signals were pro-
cessed oine as follows.
Kinematics. The motion time series were
low- pass smoothed at 7 Hz using a 4th- order
digital Butterworth lter. The kinematic met-
rics selected as representative of fatigue- related
changes in our experiment were position of
body center of mass in anterior–posterior
direction (CoMA/P), vertical position of body
center of mass (CoMVertical), average trunk
exion angle in the sagittal plane (ATrunk), and
average trunk angular velocity (VTrunk). The
box kinematic variables were average vertical
travel distance of the box (XBox- Vertical), aver-
age box horizontal displacement from L5- S1
(XBox- Horizontal), and average box vertical dis-
placement velocity (VBox). Plug- in Gait Model
along with standard anthropometric measures
were applied (Davis et al., 1991) to generate
time- series data of trunk angular displacements
and velocities within the sagittal plane. The
3D trajectory of CoM for each participant was
determined using the kinematic centroid method
(Nexus, Vicon Motion Systems, Oxford, UK;
Baniasad et al., 2019). Box horizontal distance
from the L5- S1 was measured using the coordi-
nates of markers placed on hands and overlying
skin at the L5- S1 joint (Dolan & Adams, 1993).
EMG signal processing. All raw EMG sig-
nals were band- pass ltered using an 8th- order
Butterworth with a cut- o frequency of 20–450
Figure 1. A schematic of two- handed symmetric lifting setup. A box positioned not more
than 15 cm in front of the ankles, lifted from near oor level up to a shelf positioned at the
subject’s waist level. Each participant completed lifting/lowering cycles until exhaustion.
Postural Behavior in rePetitive lifting 5
Hz (Arjmand et al., 2010. Chen et al., 2016;
Gagnon et al., 2011; Samadi & Arjmand, 2018).
A 50- Hz notch lter was also applied to eliminate
the power line noise. All EMG recordings were
visually inspected for any noise spike (Trask et al.,
2010). Root mean square (RMS) values, as indic-
ative of signal amplitude, were calculated for the
static trial (RMSStatic) as well as each lifting cycle
(RMSCycle). From the three MVC eorts of each
muscle, the mean value of their RMS was con-
sidered RMSMVC. Subsequently, the normalized
RMS for each lifting cycle was computed by nor-
malizing muscle- specic RMSCycle with respect
to the corresponding RMSMVC after subtracting
RMSStatic (Yin et al., 2019). Fast Fourier transfor-
mation was employed to develop a power spec-
trum of the EMG signals, from which the median
frequency (MF) was computed, as the most com-
monly used parameter for fatigue assessment
(Boocock et al., 2015; Mawston et al., 2007).
RMS and MF are recognized as linear indi-
ces, characterizing time- frequency aspects of
EMG signals (Wang et al., 2018). Therefore, an
entropy- based method to determine the degree
of complexity was also employed to provide
deeper insight into the muscular mechanisms
in fatigue adaptation condition. Entropy is a
measure of complexity and randomness of
dynamic systems, expressing the rate of infor-
mation production (Zhang & Zhou, 2012).
Among various entropy methods, Sample
Entropy (SampEn) has been widely utilized
in physiological time- series analysis (Zhang
& Zhou, 2012). In order to calculate SampEn,
time series of length N is rst embedded in a
delayed m- dimensional space. SampEn is then
the negative natural logarithm of the condi-
tional probability that two similar sequences
of m points in a tolerance of r remain similar at
the next point (m + 1; Richman & Moorman,
2000). Self- matches are not included in calcu-
lating probability (Delgado- Bonal & Marshak,
2019). We chose m = 2 and r = .2 × SD of the
time series (equals to approximately 3 s; Lake
et al., 2002; Zhang & Zhou, 2012). Smaller
sample entropy values are associated with
greater regularity (Donker et al., 2007). In the
present study, a decrease in sample entropy
(i.e., more regular EMG signals) was inter-
preted as fatigue.
Kinetics. Force- plate data were low- pass
ltered at 10 Hz, using a dual- pass 4th- order
Butterworth lter. Ground reaction force data
were used to calculate the net center of pres-
sure, in the anterior–posterior (CoPA/P) and
medial–lateral (CoPM/L) directions (Fuller
et al., 2011). Furthermore, Fc at the L5- S1
disc (Fc in N) was calculated using the revised
Hand- Calculation Back Compressive Force
(HCBCF) model (Merryweather et al., 2009).
Inputs of this model are horizontal moment arm
of the hand- load to L5- S1, magnitude of the
hand load, trunk sagittal exion angle from the
upright position, body weight, and body height
(Merryweather et al., 2009).
Statistical Analyses
In order to plot uctuations in the kinematic
and kinetic variables, total duration of each
lifting cycle was divided into ve distinct time
blocks (0%–20%, 20%–40%, 40%–60%, 60%–
80%, 80%–100% of the cycle; called C1 to C5).
Since participants performed dierent numbers
of lifting cycles, the total number of lifting cycles
was also categorized into ve blocks (T1 to T5
each containing 20% of the number of cycles),
comprising 25 blocks for each participant (ve
blocks for lifting cycle duration × ve blocks for
lifting numbers). For muscular parameters, the
variables of interest were calculated as represen-
tative of each cycle (i.e., building only ve blocks
over lifting trial; T1 to T5). Data for each block
were expressed as the mean ± SD. For body CoM
and CoP displacements, time- series data were
detrended so that the changes could be readily
observed and the average of changes about a zero
mean over the 25 blocks were calculated.
A two- way multivariate analysis of variance
(MANOVA) was then used to test the eects of
cycle block (C1–C5), lifting trial blocks (T1–
T5), and C × T interactions on kinematic and
kinetic variables. Moreover, MANOVA analy-
sis was conducted to test the eects of lifting
trial blocks (T1–T5) on the dependent electro-
myographic variables. When appropriate, pair-
wise comparisons using Bonferroni post hoc
tests were included. An α level of .05 was set
to determine the signicance level for the sta-
tistical tests.
Month XXXX - Human Factors6
RESULTS
Kinematics and Kinetics
Using Wilks’ Lambda, MANOVA showed
a signicant main eect for cycle block (V =
.05, F40, 1002.91= 30.09, p < .001) and lifting
trial block (V = .63, F40, 1002.91= 3.22, p < .001).
However, the analysis revealed no signi-
cant eect for cycle block × lifting task block
(V = .58, F160, 2273.63= 0.94, p = .681; Table 1).
The univariate tests manifested signicant
dierences between cycle blocks (C1–C5) for
all body and hand load kinematic variables as
well as model predicted Fc (p < .001, Table 2).
According to post hoc analysis, in the middle
of the cycle (C3), CoMA/P signicantly dif-
fered with those of C2 and C4 (p < .001). With
respect to CoM in vertical direction, this vari-
able had signicantly larger values during C1–
C3 than C4 (C1: p < .001, C2: p = .004, C3:
p = .001) and C5 (C1: p < .001, C2: p = .009,
C3: p = .001; Figure 2A). Toward the end of the
lifting cycle, trunk angle decreased monotoni-
cally from C1 to C5 (p < .001). Regarding trunk
velocity, an increase was observed from C1 to
C4 and a decrease from C4 to C5. The dier-
ences between all blocks were statistically sig-
nicant, except between C2 and C5, as well as
C3 and C4 (Figure 2B). Box vertical displace-
ment increased from C1 to C5 with signicant
dierences between all blocks (p < .001). From
C1 to C4, subjects signicantly decreased the
box horizontal distance from body. Moreover,
for C1 to C3, the box velocity increased and
then for the remaining part, it decreased. For
this variable, the dierences between all cycle
blocks were signicant, except between C1
and C5, as well as, C3 and C4 (Figure 2C).
As the subjects extended their trunk in sagittal
plane, Fc values at the L5- S1 disk signicantly
decreased (p < .001), except from C1 to C2 (p =
.093; Figure 3).
Considering lifting trial blocks (T), the
MANOVA analyses conrmed signicant main
eects for CoMA/P (p < .001), ATrunk (p = .004),
XBox- Vertical (p < .001), CoPA/P (p = .014), and Fc
(p = .005; Table 2). A follow- up analysis revealed
signicantly larger RMS of CoM displacement
along the A/P direction in T3 and T4 as compared
to T1 (T3: 28.5%, p = .003; T4: 29.3%, p = .002);
and in T5 as compared to T1 and T2 (T1: 43.7%,
p < .001; 31.1%, p < .001). Generally, mean
trunk sagittal exion angle decreased across the
ve blocks of the lifting trial. More specically,
trunk angle in T5 showed a signicant reduction
compared to T1 (14.4%, p = .048) and T2 (15.8%,
p = .008). Considering the box- related kinematic
variables, XBox- Vertical in T4 and T5 was larger
than those in T1 (T4: 9.7%, p = .009; T5: 12.8%,
p < .001), T2 (T4: 13.3%, p < .001; T5: 16.5%, p
< .001) and T3 (T4: 9.4%, p = .013; T5: 12.5%,
TABLE 1: Results of the MANOVA for Kinematic and Kinetic Variables
Effect Tests Value F Df Error Df Sig. ɳ2
C Pillai’s Trace 1.497 15.965 40.000 1068.000 <0.001 0.374
Wilks’ Lambda 0.050 30.089 40.000 1002.913 <0.001** 0.526
Hotelling’s Trace 9.286 60.937 40.000 1050.000 <0.001 0.699
Roy’s Largest Root 8.299 221.593 10.000 267.000 <0.001 0.892
T Pillai’s Trace 0.400 2.970 40.000 1068.000 <0.001 0.100
Wilks’ Lambda 0.632 3.220 40.000 1002.913 <0.001** 0.108
Hotelling’s Trace 0.530 3.481 40.000 1050.000 <0.001 0.117
Roy’s Largest Root 0.419 11.184 10.000 267.000 <0.001 0.295
C × T Pillai’s Trace 0.503 0.903 160.000 2730.000 0.799 0.050
Wilks’ Lambda 0.578 0.943 160.000 2273.633 0.681 0.053
Hotelling’s Trace 0.601 0.985 160.000 2622.000 0.537 0.057
Roy’s Largest Root 0.281 4.794 16.000 273.000 <0.001 0.219
Note. MANOVA = multivariate analysis of variance; C = cycle blocks; T = lifting trial blocks. *p < .05; **p < .01.
TABLE 2: MANOVA Results (Tests of Between Subjects Effects) for Kinematic and Kinetic Variables
Source Dependent variables Type III sum of squares Df Mean square FSig. ɳ2
CKinematic variables
CoMA/P 1835.112 4 458.778 6.758 <.001** 0.090
CoMVertical 45146.706 4 11286.676 10.442 <.001** 0.133
ATrunk 148148.073 4 37037.018 251.515 <.001** 0.787
VTrunk 30258.991 4 7564.748 41.044 <.001** 0.376
XBox- Vertical 27.175 4 6.794 492.807 <.001** 0.878
XBox- Horizontal 4.400 4 1.100 151.007 <.001** 0.689
VBox 4.669 4 1.167 47.548 <.001** 0.411
Kinetic variables
CoPA/P 188.869 4 47.217 0.347 0.846 0.005
CoPM/L 6.802 4 1.701 0.080 0.988 0.001
Fc 119340863.289 4 29835215.822 174.403 <.001** 0.719
TKinematic variables
CoMA/P 2651.636 4 662.909 9.764 <.001** 0.125
CoMVertical 1749.827 4 437.457 0.405 0.805 0.006
ATrunk 2301.074 4 575.268 3.907 0.004** 0.054
VTrunk 1549.007 4 387.252 2.101 0.081 0.030
XBox- Vertical 0.629 4 0.157 11.399 <.001** 0.143
XBox- Horizontal 0.048 4 0.012 1.631 0.167 0.023
VBox 0.033 4 0.008 0.334 0.855 0.005
Kinetic variables
CoPA/P 1747.121 4 436.780 3.207 0.014* 0.045
CoPM/L 56.572 4 14.143 0.668 0.615 0.010
Fc 2612577.160 4 653144.290 3.818 0.005** 0.053
Note. ATrunk = average trunk flexion angle in the sagittal plane; C = cycle blocks; CoMA/P = position of body center of mass in anterior–posterior direction; CoMVertical =
vertical position of body center of mass; CoPA/P = net center of pressure in the anterior–posterior direction; CoPM/L = net center of pressure in the medial–lateral direction;
T = lifting trial blocks; XBox- Horizontal = average box horizontal displacement from L5- S1; XBox- Vertical = average vertical travel distance of the box; VBox = average box vertical
displacement velocity; VTrunk = average trunk angular velocity. *p < .05; **p < .01.
7
Month XXXX - Human Factors8
p < .001). From the rst block (T1) to the second
(T2), the mean CoPA/P displacement increased,
and for the next blocks (T3), it decreased.
Subsequently, from T3 to T4 an increase was
observed, and then, for the last 20%, it decreased.
However, a further analysis showed a signicant
increase only in T2 (13.8%, p = .033) and T4
(14.5%, p = .021) as compared to T1. Finally, the
model predicted Fc at the L5- S1 disk in T5 was
signicantly lower than that in T2 (9%, p = .009).
Muscle Activity
MANOVAs on the EMG measures revealed
a signicant eect of lifting trial blocks for
SampEn (Wilks’ Lambda = .362, F40, 191.45 =
1.472, p = .046) and MPF (Wilks’ Lambda =
.219, F40, 126.988 = 1.566, p = .032; Table 3).
The MANOVA conrmed a signicant lift-
ing trial main eect on SampEn values of all
trunk muscles as well as MFR and MFL (p <
Figure 2. Mean (SD) values of body and box- related kinematics including (A) body center of mass in anterior–
posterior (CoMA/P) and vertical direction (CoMVertical); (B) trunk angular velocity (Vtrunk) and trunk exion
angle (ATrunk); (C) box velocity in the vertical direction (Vbox), box horizontal and vertical displacements
(XBox- Horizontal and XBox- Vertical). Each variable was separately calculated for ve blocks of lifting cycle (C1–C5)
and ve blocks of lifting duration (T1–T5).
Postural Behavior in rePetitive lifting 9
.05). For these muscles, fatigue led to a reduc-
tion of SampEn in T5 relative to T1 by 5.3%–
14.8% (Table 4). Further analyses revealed
no signicant pairwise dierences for ESLL,
MFR, MFL, LDL, and RAL. However, sample
entropy of ESLR signicantly reduced in T5 as
compared to T1 (p = .025) and T2 (p = .026).
Moreover, SampEn values of LDR and RAR in
T5 were signicantly lower than those in T1 (p
= .034 and p = .033, respectively).
MF was signicantly aected by lifting
blocks for ESLL (p = .014), MFR (p = .021),
MFL (p < .001), LDR (p = .001), and RAL (p
= .039; Table 4, Figure 4). Fatigue led to a sig-
nicant reduction of median frequency in T5
relative to T1 in ESLL (p = .009), MFR (p =
.024), MFL (p < .001), and LDR (p = .001). No
pairwise signicant dierences were found for
abdominal muscles.
DISCUSSION
This study aimed to understand role of the
CNS in dealing with repetitive lifting- induced
fatigue. A detailed analysis of kinematics of
trunk and hand load, trunk muscular activities,
and kinetic parameters were conducted via a set
of metrics during the lifting cycles. Regardless
of the dened lifting trial blocks, similar behav-
iors were found during blocks of lifting cycles.
For instance, CoMA/P, CoMVertical, and VBox
were maximum in the middle of the cycle (C3).
Moreover, toward near the end of the lifting
cycle (from C1 to C4), trunk extension velocity
Figure 3. Changes in center of pressure in anterior–posterior (CoPA/P) and medial–lateral (CoPM/L) directions
and the L5- S1 compressive force (Fc) for ve blocks of lifting cycle (C1–C5) over ve distinct parts of lifting
task time (T1–T5).
Month XXXX - Human Factors10
and box vertical displacement increased, while
box horizontal distance from body decreased.
Despite dierent numbers of lifting cycles per-
formed by the participants to perceived exhaus-
tion, similar time- dependent changes were found
over the repetitive lifting task—adaptive behav-
iors that appears to compensate for fatigue. Our
hypothesis that continuing lifting to exhaustion
corresponds to a wide range of variations in trunk
movements and muscular activities was there-
fore conrmed. Repetitive lifting signicantly
aected CoMA/P, ATrunk, XBox- Vertical, regardless of
the cycle phase. Mean body CoM displacement
along the A/P direction increased over the fatigu-
ing lifting task, most likely to provide stability
(Rajachandrakumar et al., 2018). However, par-
ticipants maintained relatively consistent CoM in
vertical direction even in the presence of fatigue.
Moreover, mean trunk exion angle reduced
over time, showing that subjects adopted a more
erected posture to place the box on the shelf. This
result contradicts with the previous studies that
have reported an increase in trunk exion angle
over cyclic lifting (Bonato et al., 2003; Boocock
et al., 2015; van Dieën et al., 1998). However,
these works either did not calculate exion angle
adjusting the dierent stages of lifting cycle or
they only reported the peak exion angle. With
respect to vertical displacement of the box, an
increase was observed at the end of the lifting
trial. A possible reason might be the subjects’
attempt to reach the standing posture to compen-
sate for the fatigue.
As expected, repetitive lifting signicantly
aected EMG activity. It is well documented
that shifts toward lower frequency reect mus-
cle fatigue (Bonato et al., 2003; Boocock et al.,
2015). The signicant decreasing trend of MF
in a similar manner in ESLL, MFR, MFL, LDR,
and RAL veried that the experimental proce-
dure successfully induced fatigue. Boocock et al.
(2015) compared the dierence in the median fre-
quency intercepts of erector spinae pre- and post-
repetitive lifting and found a decrease of about
12% in the young participants’ group (Boocock
et al., 2015). In the study by Bonato et al. (2003),
a frequency- based feature (instantaneous median
frequency [IMDF]) signicantly decreased in
the paravertebral back muscles during the cyclic
lifting task (Bonato et al., 2003). In our data, the
RAL was the only abdominal muscle to be sig-
nicantly aected by lifting trial blocks. Fatigue
TABLE 3: Results of the MANOVA Analysis for Electromyography- Related Variables (Normalized RMS,
Sample Entropy, and Median Frequency)
Effect Variable Tests Value F Df Error Df Sig. ɳ2
T Normalized
RMS
Pillai’s Trace 0.211 0.383 40.00 276.00 1.000 0.053
Wilks’ Lambda 0.791 0.401 40.00 252.12 1.000 0.057
Hotelling’s Trace 0.262 0.422 40.00 258.00 0.999 0.061
Roy’s Largest
Root
0.253 1.743 10.00 69.00 0.089 0.202
Sample
entropy
Pillai’s Trace 0.723 1.170 40.000 212.000 0.239 0.181
Wilks’ Lambda 0.362 1.472 40.000 191.450 0.046*0.224
Hotelling’s Trace 1.538 1.865 40.000 194.000 0.003 0.278
Roy’s Largest
Root
1.387 7.350 10.000 53.000 0.000 0.581
Median
frequency
Pillai’s Trace 0.938 1.102 40.000 144.000 0.332 0.234
Wilks’ Lambda 0.219 1.566 40.000 126.988 0.032* 0.316
Hotelling’s Trace 2.903 2.286 40.000 126.000 0.000 0.421
Roy’s Largest
Root
2.674 9.625 10.000 36.000 0.000 0.728
Note. MANOVA = multivariate analysis of variance; RMS = root mean square. *p < .05 ; **p < .01
Postural Behavior in rePetitive lifting 11
in the extensor muscles may adversely aect their
ability to maintain spinal stability (Sparto et al.,
1997). Hence, our results support the previous
ndings that abdominal activities must increase
to improve trunk stiness and stabilize the spine
(Granata & Orishimo, 2001). Interestingly, a high
rate of reduction in the MF was observed for the
LDR. Previous studies mainly neglected the sub-
stantial function of the LDR/LDL in lifting. Great
muscle fatigue in the LD may be due to the par-
ticipants trying to adjust the shoulder position to
ensure that body CoM remains over the base of
support during trial.
Considering the RMS, no signicant changes
were found with the progress of task eort, a
nding that contradicts with those of some pre-
vious reports (Boocock et al., 2015; Lotz et al.,
2009). Meanwhile, it is known that amplitude
manifestations of fatigue rapidly recover
(Bonato et al., 2003); thus, it is likely that the
rest between lifting and lowering aects our
ability to detect muscle fatigue by this index.
A complexity- based feature (SampEn) was
also investigated for fatigue detection, which
to the best of our knowledge, has not previ-
ously been explored in EMG signals during
dynamic lifting tasks. This entropy- based
method was used due to its low sensitivity to
noise, which makes it a useful tool for analyz-
ing nonstationary signals (Cashaback et al.,
2013; Richman & Moorman, 2000; Zhang &
Zhou, 2012). Mean SampEn during the nal
block was lower than those during the rst
block. This concurs with the current body of
literature that suggests SampEn declines with
the progress of muscle fatigue, which can be
TABLE 4: MANOVA Results (Tests of Between Subjects Effects) for Electromyography- Related Variables
EMG measure
Dependent
variable Type III sum of squares Df Mean square FSig. ɳ2
Sample entropy ESLR 1.351 4 0.338 4.531 0.003** 0.266
ESLL 1.357 4 0.339 3.706 0.010* 0.229
MFR 1.210 4 0.302 3.360 0.016 0.212
MFL 1.446 4 0.361 3.241 0.019* 0.206
LDR 0.577 4 0.144 3.488 0.014* 0.218
LDL 0.565 4 0.141 3.015 0.026* 0.194
RAR 0.301 4 0.075 4.012 0.007** 0.243
RAL 0.231 4 0.058 3.383 0.016* 0.213
EOR 0.590 4 0.147 1.685 0.168 0.119
EOL 0.276 4 0.069 0.685 0.606 0.052
Median frequency ESLR 410.440 4 102.610 1.670 0.175 0.137
ESLL 613.530 4 153.383 3.530 0.014* 0.252
MFR 700.672 4 175.168 3.257 0.021* 0.237
MFL 1146.427 4 286.607 6.508 0.000** 0.383
LDR 2411.580 4 602.895 5.638 0.001** 0.349
LDL 410.462 4 102.616 1.530 0.211 0.127
RAR 7051.934 4 1762.983 0.873 0.488 0.077
RAL 19265.360 4 4816.340 2.787 0.039* 0.210
EOR 15456.762 4 3864.190 1.785 0.150 0.145
EOL 11125.492 4 2781.373 1.640 0.182 0.135
Note. EOL = left external oblique; EOR = right external oblique; ESLL = left erector spinae longissimus; ESLR = right
erector spinae longissimus; LDL = left latissimus dorsi; LDR = right latissimus dorsi; MFL = left multifidus; MFR = right
multifidus; RAL = left rectus abdominis; RAR = right rectus abdominis; MANOVA = multivariate analysis of variance.
*p < .05; **p < .01.
Month XXXX - Human Factors12
regarded as more regular and less complex
responses (Hong et al., 2016; Zhang & Zhou,
2012). Indeed, this nonlinear technique could
dierentiate fatigue in successive blocks
of lifting task. When assessing the eect of
lifting trial blocks, MF values signicantly
decreased for ESLL, MFR, MFL, LDR, and
RAL. However, no signicant eects of lift-
ing trial blocks were found for ESLR, LDL,
and RAR, while the SampEn values of these
muscles were signicantly aected. These
are already well- established linear and non-
linear techniques proven to be eective in
various tasks. However, they have yet to be
implemented in analyzing EMG signals under
highly dynamic conditions. As this is the rst
study of these measures of fatigue during free
dynamic lifting task, no data are available in
the literature for the sake of comparison.
Considering kinetic variables, CoPA/P
showed a uctuating pattern but with a gen-
eral increasing trend over time. This uctua-
tion was signicantly aected by the lifting
trial blocks (T), which may be due to the
subjects’ attempt to maintain a uniform bal-
ance and control body sway over lifting task.
Finally, a main eect of both C and T was
displayed for Fc. In this sense, Fc decreased
over the lifting cycle (C), that is, from the
time instant that the subject pick up the load
to the time that they placed the load on the
shelf. Moreover, the mean model predicated
Fc decreased over the blocks of lifting (T),
which is due to the contribution of only two
kinematic parameters (i.e., load horizontal
distance and trunk angle) in calculating Fc.
Subjects’ adaptive behavior in terms of keep-
ing load closer and exing trunk to smaller
angles is assumed to be adopted to counteract
the fatigue. Meanwhile, according to Granata
and Marras (1995), spinal loads may be under-
estimated if muscle coactivation is neglected.
The model used in the present study or any
model that fails to account for muscles coact-
ivations (such as optimization- driven models)
would predict this decreasing trend since the
Figure 4. Changes in linear and nonlinear muscle- related parameters over ve blocks of lifting trial (T1–T5)
for right and left erector spinae longissimus (ESLR and ESLL), multidus (MFR and MFL), latissimus dorsi
(LDR and LDL), rectus abdominis (RAR and RAL), and external oblique (EOR and EOL). RMS = root mean
square.
Postural Behavior in rePetitive lifting 13
two mentioned parameters decrease by time
as the subjects get exhausted. Considering
the activation of trunk extensors/exors in
the present study, we are not sure if the spinal
loads would actually decrease under such con-
tradicting conditions (i.e., increased muscle
activation and decreased external moments/
trunk angle). In order to have an accurate
estimation of compressive load, future stud-
ies are hence suggested to use EMG- assisted
models, since they are capable of predicting
muscle activation/coactivation by including
muscle fatigue, muscle length, rate of length-
ening/shortening as well as passive tissues
behavior. This would allow for more repre-
sentative estimations of Fc experienced by
individuals.
LIMITATIONS
A limitation of the present study, beyond
the convenience gender- limited sampling,
is the conducting of measurements in a lab-
oratory setting, which makes it difficult to
generalize results to real workstation condi-
tions. Moreover, lifting is usually accompa-
nied with other activities in an asymmetric
manner. In other words, we cannot infer that
the obtained adaptations, resulting from
fatigue in our study, remain identical when
performing lifting activities in real work set-
tings. Hence, the effects of fatigue during
combined manual material handling tasks
should be further explored. Moreover, the
participants were young and healthy with no
history of low back pain, which restricts gen-
eralizability of the results. Furthermore, all
obtained changes were based on acute effects
of fatigue, and whether fatigue in the long
term (e.g., an entire working day or week)
results in similar adaptations requires further
investigations. Finally, the predicted L5- S1
compression loads could be inaccurate as
muscle co- contractions, which contribute
to spinal loads, were ignored in the single-
equivalent muscle model used here. Future
work needs to use EMG- driven models that
may provide more accurate assessments of
spinal loading.
CONCLUSION
The current study quantied biomechani-
cal variables on a cycle- by- cycle basis, which
enabled tracking of postural and muscular
behavior over time. Overall, the ndings sup-
port that alteration in kinematic variables, along
with reduction in the frequency and complex-
ity responses of EMG signals, are indicators
of CNS strategy to control lifting behavior
under dynamic fatiguing condition. A more in-
depth understanding of CNS adaptations may
be useful for providing recommendations for
workstation design, exoskeleton intervention,
or workers training in order to manage muscu-
loskeletal disorders. Further, using nonlinear
dynamical measures to analyze EMG signals
helps quantify fatigue- related changes, which
are dierent from or even contrary to signal
amplitude and frequency outcomes. Due to the
complex nature of EMG signals, it is critical not
to draw conclusions merely by characterizing
time- frequency content.
ACKNOWLEDGMENTS
This work was a joint project, No. 39697,
between School of Public Health and Sports
Medicine Research Center, Neuroscience
Institute, Tehran University of Medical
Sciences. The authors would like to thank
Djavad Mowafaghian Research Center for
Intelligent and all participants for their volun-
tary contribution. We also thank Mr. Hossein
Mahdavi for his assistance in data collection.
KEY POINTS
Individuals adjust their lifting strategies as a
compensatory behavior to fatigue during repeti-
tive tasks.
The current study characterized postural behavior
in terms of alterations in the spine kinematics,
kinetics, and trunk muscle activities in ve phases
of symmetric lifting cycles over time.
Body CoM in anterior–posterior and vertical
directions and box velocity were maximum in the
middle of the lifting cycle.
CoM and CoP shifts in anterior–posterior axis,
trunk angle, box vertical displacement, and Fc at
the L5- S1 disk were aected by repetitive lifting-
induced fatigue.
Month XXXX - Human Factors14
Linear and nonlinear analysis of EMG data
demonstrated trunk and abdominal muscle
fatigue in response to the repetitive lifting task.
ORCID iDs
Adel Mazloumi https:// orcid. org/ 0000- 0003-
4877- 7962
Mohamad Sadegh Ghasemi https:// orcid. org/
0000- 0002- 9382- 0029
SUPPLEMENTAL MATERIAL
The online supplemental material is avail-
able with the manuscript on the HF website.
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06. 005
Zeinab Kazemi is currently a PhD candidate in ergo-
nomics, in the Department of Occupational Health
Engineering, Tehran University of Medical Sciences,
Iran. Her research interest areas are occupational ergo-
nomics and biomechanics.
Adel Mazloumi is a professor of ergonomics at
Tehran University of Medical Sciences. He earned
his PhD in occupational safety and ergonomics
from University of Occupational and Environmental
Health (UOEH), Japan. He is interested in phys-
ical ergonomics, ergonomics in design, and
macroeconomics.
Month XXXX - Human Factors16
Navid Arjmand earned his PhD in biomechanical
engineering from École Polytechnique de Montréal,
Canada. He is currently an associate professor at
the Department of Mechanical Engineering at Sharif
University of Technology, Tehran, Iran.
Ahmadreza Keihani is a PhD candidate in biomedical
engineering at Tehran University of Medical Sciences,
Iran. His research interest areas are chaos and nonlin-
ear dynamics, biological data science, brain computer
interface, and neuroimaging.
Zanyar Karimi is a PhD candidate in ergonomics at
Tehran University of Medical Sciences. He received
his master’s degree in ergonomics from Urmia
University of Medical Sciences in 2015.
Mohamad Sadegh Ghasemi is an associate professor
at the Department of Basic Rehabilitation Sciences &
Department of Ergonomics, Iran University of Medical
Sciences, Iran. He received his PhD in clinical biome-
chanics from Glasgow Caledonian University, UK, in
1998.
Ramin Kordi is a professor at the Sport Medicine
Research Center, Neuroscience Institute, Tehran
University of Medical Sciences. He received his PhD
in sports medicine from University of Nottingham,
UK, in 2006.
Date received: July 17, 2020
Date accepted: December 1, 2020
... Since during lifting heavy loads, the spine is the most affected body district, the scientific literature shows that the mainly used indexes are based on the trunk behavior in terms of kinematics [13][14][15][16], forces at the L5/S1 level [17][18][19] and surface electromyography [6,[20][21][22]. ...
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The central nervous system uses muscle co-activation for body coordination, effector movement control, and joint stabilization. However, co-activation increases compression and shear stresses on the joints. Lifting activity is one of the leading causes of work-related musculoskeletal problems worldwide, and it has been shown that when the risk level rises, lifting enhances trunk muscle co-activation at the L5/S1 level. This study aims to investigate the co-activation of lower limb muscles during liftings at various risk levels and lifting types (one-person and vs. two-person team lifting), to understand how the central nervous system governs lower limb rigidity during these tasks. The surface electromyographic signal of thirteen healthy volunteers (seven males and six females, age range: 29–48 years) was obtained over the trunk and right lower limb muscles while lifting in the sagittal plane. Then co-activation was computed according to different approaches: global, full leg, flexor, extensor, and rostro-caudal. The statistical analysis revealed a significant increase in the risk level and a decrease in the two-person on the mean and/or maximum of the co-activation in almost all the approaches. Overall, our findings imply that the central nervous system streamlines the motor regulation of lifting by increasing or reducing whole-limb rigidity within a distinct global, extensor, and rostro-caudal co-activation scheme, depending on the risk level/lifting type.
... USCLE fatigue is a key indicator for studying human movement status [1][2][3]. At present, most of the detection studies on muscle fatigue and muscle strength focus on single muscles or single movements [1,[4][5][6][7][8][9]. Therefore, the existing evaluation The applicability of the indicator in multi-muscle synergistic movements remains to be confirmed. ...
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Muscle fatigue significantly impacts coordination, stability, and speed in daily activities. Accurate assessment of muscle fatigue is vital for effective exercise programs, injury prevention, and sports performance enhancement. Current methods mostly focus on individual muscles and strength evaluation, overlooking overall fatigue in multi-muscle movements. This study introduces a comprehensive muscle fatigue model using non-negative matrix factorization (NMF) weighting. NMF is employed to analyze the duration multi-muscle weight coefficient matrix (DMWCM) during synergistic movements, and four electromyographic (EMG) signal features in time, frequency, and complexity domains are selected. Particle Swarm Optimization (PSO) optimizes feature weights. The DMWCM and weighted features combine to calculate the Comprehensive Muscle Fatigue Index (CMFI) for multi-muscle synergistic movements. Experimental results show that CMFI correlates with perceived exertion (RPE) and Speed Dynamic Score (SDS), confirming its accuracy and real-time tracking in assessing multi-muscle synergistic movements. This model offers a more comprehensive approach to muscle fatigue assessment, with potential benefits for exercise training, injury prevention, and sports medicine.
... Participants were required to repetitively fasten/unfasten the nuts according to their own preferred pace until they reported the highest level of exhaustion. To ensure that the participants reached their maximum level of fatigue, their subjective perception of fatigue was recorded at the end of each minute during each task using a 10-point Borg RPE scale, with 10 being considered as the highest fatigue (Ahmad & Kim, 2018;Kazemi et al., 2022Kazemi et al., , 2023. Electromyographic (EMG) activities of neck/shoulder muscles were continuously recorded during each session. ...
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Objective This study aimed to investigate the effects of a head/neck supporting exoskeleton (HNSE) on the electromyographic fatigue threshold (EMG FT ) of the neck and shoulder muscles during a simulated overhead work task. Background Overhead work is a well-known risk factor for neck and shoulder musculoskeletal disorders due to the excessive strain imposed on the muscles and joints in these regions. Method Fourteen healthy males performed a repetitive overhead nut fastening/unfastening task to exhaustion while wearing and not wearing the HNSE at two neck extension angles (40% and 80% of neck maximum range of motion). Electromyographic signals were continuously recorded from the right and left sternocleidomastoid (SCMR, SCML), splenius capitis (SCR, SCL), upper trapezius (UTR, UTL), and anterior deltoid (ADR, ADL) muscles. The normalized electromyographic amplitude (nEMG) data was time normalized, and a bisegmental linear regression was applied to determine the muscle fatigue break point. Results The results showed a significant increase in fatigue threshold time in the SCMR ( p < .001), SCML ( p = .002), and UTR ( p = .037) muscles when the HNSE was used. However, the EMG FT times for the right and left deltoid and left trapezius muscles showed a nonsignificant reduction due to the head/neck support exoskeleton use. In addition, the neck extension angle did not reveal a significant effect on muscles’ EMG FT time. Conclusion Overall, the findings confirmed a significant delay in fatigue onset in sternocleidomastoid muscles, as measured by the electromyographic fatigue threshold. This finding suggests that the HNSE can be an effective ergonomic intervention for reducing the risk of musculoskeletal disorders in overhead workers. However, further studies are needed to investigate the effect of the HNSE at other neck extension angles and more realistic tasks to ensure the generalizability of our results. Application The present findings emphasize the application of the fatigue onset time to evaluate the effectiveness of ergonomic interventions, including exoskeletons, which can subsequently be utilized to alleviate postural demands and reduce the risk of musculoskeletal disorders.
... The location of the CoM of a seated participant can be used for seat design, restraint systems [19], and other human-centered products and environments. Also, its understanding and consideration are important in body stability [20], posture and alignment [21], lifting and manual handling [18,22], and biomechanics [23]. An evaluation of the CoM requires a time-efficient measurement and high accuracy, especially in the case of body balance measurements [20]. ...
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The center of mass dynamics of the seated posture of humans in a work environment under hypogravity (0 < g < 1) have rarely been investigated, and such research is yet to be carried out. The present study determined the difference in the body system of 32 participants working under simulated 1/6 g (Moon) and 1 g (Earth) for comparison using static and dynamic task measurements. This was based on a markerless motion capture method that analyzed participants’ center of mass at the start, middle and end of the task when they began to get fatigued. According to this analysis, there is a positive relationship (p < 0.01) with a positive coefficient of correlation between the downward center of mass body shift along the proximodistal axis and gravity level for males and females. At the same time, the same positive relationship (p < 0.01) between the tilt of the body backward along the anterior–posterior axis and the level of gravity was found only in females. This offers fresh perspectives for comprehending hypogravity in a broader framework regarding its impact on musculoskeletal disorders. It can also improve workplace ergonomics, body stability, equipment design, and biomechanics.
... It is important to note that these models are typically utilized in the absence of fatigue. However, research has demonstrated that fatigue can impact body kinematics and EMG signals of muscles [Enoka and Duchateau, 2008;Hu and Ning, 2015;Kazemi et al., 2022;Krogh-Lund and Jørgensen, 1991; van Dieën et al., 1993], which serve as inputs to the biomechanical models, and in turn can affect the performance of these models [Bonato et al., 2003]. Specifically, for those models that require adjustment of the model parameters for each individual, the alterations induced by fatigue can render the adjustments inaccurate or no longer valid, leading to inaccurate estimates of low-back load, which could especially be problematic when such estimates are used for applications such as providing feedback [Punt et al., 2020] or driving actuated exoskeletons [Fleischer and Hommel, 2006]. ...
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This study investigated the effects of back muscle fatigue on the estimation of low-back loads and active low-back moments during lifting, using an EMG and kinematics based model calibrated with data from an unfatigued state. Fourteen participants performed lifting tasks in unfatigued and fatigued states. Fatigue was induced through semi-static forward bending. EMG, kinematics, and ground reaction forces were measured, and low-back loads were estimated using inverse dynamics and EMG-driven muscle model. A regression model was developed using data from a set of calibration lifts, and its accuracy was evaluated for unfatigued and fatigued lifts. During the fatigue-inducing task, the EMG amplitude increased by 2.8 %MVC, representing a 38% increase relative to the initial value. However, during the fatigued lifts, the peak EMG amplitude was found to be 1.6 %MVC higher than that observed during the unfatigued lifts, representing a mere 4% increase relative to the baseline unfatigued peak EMG amplitude. Kinematics and low-back load estimates remained unaffected. Regression model estimation errors remained unaffected for 5 kg lifts, but increased by no more than 5% of the peak active low-back moment for 15 kg lifts. We conclude that the regression-based estimation quality of active low-back moments can be maintained during periods of muscle fatigue, although errors may slightly increase for heavier loads.
... The location of the CoM of a seated participant can be used for seat design, restraint systems [6], and other human-centered products and environments. Also, its understanding and consideration are important in body stability [7], posture and alignment [8], lifting and manual handling [9][10], and biomechanics [11]. According [12], evaluation of the CoM requires a timeefficient measurement and high accuracy, especially in the case of body balance measurements. ...
Preprint
Full-text available
The center of mass dynamics of human seated posture in a work environment under hypogravity (0<g<1) have rarely been investigated and it remains to be accomplished. The present study determined the difference in the body system of 32 participants working under simulated 1/6g (Moon) and 1g (Earth) for comparison reason using static and dynamic action measurements. This was based on analyzing the participant's center of mass before, during, and after the task when they started to get fatigued. According to this analysis, there is a positive relation (p<0.01) with a positive coefficient of correlation between CoM body shift down along the Y axis and gravity level for males and females. At the same time, the same positive relationship (p<0.01) between the tilt of the body back along the Z axis and the level of gravity was found only in females. This offers fresh perspectives for comprehending hypogravity. It can also improve workplace ergonomics, body stability, equipment design, and biomechanics.
... Resulting maximum sEMG amplitude is used as a 100% reference value to normalize the sEMG data as the appropriate % of maximum MA. This normalization method is suitable for making measurements taken at different times comparable and has been used in numerous occupational science studies, including evaluation of loads on primary trunk muscles (Alemi et al., 2019;Jin, 2018;Lu et al., 2019;Kazemi et al., 2021), as well as upper and lower legs (Nicoletti and Läubli, 2018;Theurel et al., 2018;Renberg et al., 2020;Desbrosses et al., 2021). SEMG data expressed relative to the maximum (% MA) has physiological relevance, however, submaximal reference MA values are frequently used when MVIC's are limited by aging, pain or other symptoms (e.g. ...
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The assessment of muscle activity (MA) via surface electromyography (sEMG) within a workplace setting offers valuable insights into workers' physical strain, but it encounters certain challenges. Particularly, the analysis of sEMG data presents difficulties when it requires normalization using maximal voluntary isometric contractions (MVIC). Given that familiarity with generating maximum forces cannot be assumed in samples from the field of occupational science, it becomes necessary to familiarize participants with the normalization task. This is crucial to ensure consistent and replicable performance of MVICs. This paper aims to investigate how familiarization can improve the capability of reproducing maximal voluntary force (MVF) of a high percentage (85% and 90%) and to assess its impact on the reliability of MA of lower leg (gastrocnemius medialis and tibialis anterior) and trunk muscles (obliquus externus abdominis) in MVICs, for a worker-specific sample. The results demonstrate that one or two familiarization days can enable a high degree of reproduction with a range of 85% of the absolute MVF and a low percentage of standard error of the mean (%SEM) in intra-day reliability of the sEMG amplitude. However, it is important to note that the reliability of sEMG varied among subjects and individual muscles, particularly for the trunk muscles. Still, our findings underscore the significance of familiarization sessions when utilizing MVIC normalization for a worker-specific sample.
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Introduction: Pain is a common health problem among older adults worldwide. Older adults tend to suffer from arm, lumbar, and back pain when using hanging cabinets. Methods: This study used surface electromyography to record muscle activity and a motion capture system to record joint motion to research effects of different loads and retrieval postures on muscle activity and joint range of motion when older adults retrieve objects from a high place, to provide optimised feedback for the design of hanging cabinet furniture. Results: We found that: 1) The activity of BB (Biceps brachii) on the side of the body interacting with the cabinet door was greater than that of UT (Upper trapezius) and BR (Brachial radius) when retrieving objects from a high place, the activity of UT on the side of the body interacting with a heavy object was greater than that of BB and BR. 2) The activity of UT decreases when the shoulder joint angle is greater than 90°, but the activity of BB increases as the angle increases. In contrast, increasing the object’s mass causes the maximum load on the shoulder joint. 3) Among the different postures for overhead retrieval, alternating between the right and left hand is preferable for the overhead retrieval task. 4) Age had the most significant effect on overhead retrieval, followed by height (of person), and load changes were significantly different only at the experiment’s left elbow joint and the L.BR. 5) Older adults took longer and exerted more effort to complete the task than younger adults, and static exercise in older adults may be more demanding on muscle activity in old age than powered exercise. Conclusion: These results help to optimise the design of hanging cabinet furniture. Regarding the height of hanging cabinets, 180 cm or less is required for regular retrieval movements if the human height is less than 150 cm. Concerning the depth of the hanging cabinets, different heights chose different comfort distances, which translated into the depth of the hanging cabinets; the greater the height, the greater the depth of the hanging cabinets to use.
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We explored the feasibility of using biomechanical simulations to predict altered spinal forces resulting from wearing a back-support exoskeleton (BSE) during repetitive lifting tasks. Twenty (10M, 10F) young, healthy participants completed repetitive lifting task, while wearing a BSE (‘with EXO’) and without wearing a BSE (‘without EXO’). Spinal forces were estimated by applying the BSE torque profile to body kinematics measured in ‘with EXO’ condition, while spinal forces were simulated by applying the same torque profile to body kinematics measured in ‘without EXO’ condition. Simulated compression force was higher than estimated compression force, probably due to lower trunk flexion angle in ‘without EXO’ condition. Such differences were larger among women than among men. However, simulated shear force was comparable with estimated shear force. Future works further need to compare simulated and estimated spinal forces for different BSEs (e.g., soft BSE), asymmetric lifting tasks, and different age group.
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Approximate Entropy and Sample Entropy are two algorithms for determining the regularity of series of data based on the existence of patterns. Despite their similarities, the theoretical ideas behind those techniques are different but usually ignored. This paper aims to be a complete guideline of the theory and application of the algorithms, intended to explain their characteristics in detail to researchers from different fields. While initially developed for physiological applications, both algorithms have been used in other fields such as medicine, telecommunications, economics or Earth sciences. In this paper, we explain the theoretical aspects involving Information Theory and Chaos Theory, provide simple source codes for their computation, and illustrate the techniques with a step by step example of how to use the algorithms properly. This paper is not intended to be an exhaustive review of all previous applications of the algorithms but rather a comprehensive tutorial where no previous knowledge is required to understand the methodology.
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This research study aims at addressing the paradigm of whole body fatigue and local muscle fatigue detection for squat lifting. For this purpose, a comparison was made between perceived exertion with the heart rate and normalized mean power frequency (NMPF) of eight major muscles. The sample consisted of 25 healthy males (age: 30 ± 2.2 years). Borg’s CR-10 scale was used for perceived exertion for two segments of the body (lower and upper) and the whole body. The lower extremity of the body was observed to be dominant compared to the upper and whole body in perceived response. First mode of principal component analysis (PCA) was obtained through the covariance matrix for the eight muscles for 25 subjects for NMPF of eight muscles. The diagonal entries in the covariance matrix were observed for each muscle. The muscle with the highest absolute magnitude was observed across all the 25 subjects. The medial deltoid and the rectus femoris muscles were observed to have the highest frequency for each PCA across 25 subjects. The rectus femoris, having the highest counts in all subjects, validated that the lower extremity dominates the sense of whole body fatigue during squat lifting. The findings revealed that it is significant to take into account the relation between perceived and measured effort that can help prevent musculoskeletal disorders in repetitive occupational tasks.
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The increased popularization of cycling has brought an increase in cycling-related injuries, which has been suggested to be associated with muscle fatigue. However, it still remains unclear on the utility of different EMG indices in muscle fatigue evaluation induced by cycling exercise. In this study, ten cyclist volunteers performed a 30-second all-out cycling exercise after a warm-up period. Surface electromyography (sEMG) from vastus lateralis muscle (VL) and power output and cadence were recorded and EMG RMS, MF and MPF based on Fourier Transform, MDF and MNF based on wavelet packet transformation, and C(n) based on Lempel–Ziv complexity algorithm were calculated. Utility of the indices was compared based on the grey rational grade of sEMG indices and power output and cadence. The results suggested that MNF derived from wavelet packet transformation was significantly higher than other EMG indices, indicating the potential application for fatigue evaluation induced by all-out cycling exercise.
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Background: A wearable power assist device was developed to reduce the stress on the lower back by using pneumatic muscles. The purpose of this study was to explore whether the assist device could reduce the activity or fatigue of lower back muscles during a repetitive lifting task. Methods: Twelve male subjects participated in the study. Electromyography of the thoracic erector spinae at the T9 level and lumbar erector spinae at the L3 level was recorded during 90 lifts in 15 min. Subjects' heart rate and Borg's Rate of Perceived Exertion Scale score were recorded during lifting sessions. Findings: The electromyography amplitude of thoracic erector spinae and lumbar erector spinae was only increased by 32.45% and 40.17%, respectively, when the wearable power assist device was used when comparing the pre- and post-lifting task. Whereas it was increased by 125.78% and 85.90%, respectively, when the wearable power assist device was not used. The decrease in electromyography median frequency from the start until the end of the lifting session was significantly lower when wearing the assist device for the thoracic erector spinae (2.72% vs 7.45%) and the lumbar erector spinae (3.91% vs 13.70%). Use of the assist device also significantly reduced the percentage change in heart rate and Borg Scale (p < 0.05). Interpretation: The use of the wearable power assist device showed less back muscle contraction compared to the no-use, which can potentially minimize the level of back muscle fatigue across the lifting session.
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Objective: To investigate the kinematics, functional sub-tasks, and excitation levels of the trunk and upper extremity muscles of paraplegic subjects during walker-assisted locomotion. Design: Retrospective cross-sectional study. Setting: Gait analysis laboratory. Participants: Eight individuals with spinal cord injury at T12, lower extremity motor score less than 4, and capable of walking independently with the assistance of ankle-foot orthosis and walker. Main Outcome Measures: Kinematics of pelvis, trunk, shoulder and elbow; trajectory of center of mass; and electromyography (EMG) activity of trunk and upper extremity muscles during gait. Results: Four subtasks were characterized for each locomotion step, based on the kinetics and kinematics data: (1) balance adjustment, (2) walker propulsion, (3) leg raising, and (4) leg swing. The latter two involved large lateral maneuvres by the trunk and pelvis and appeared to be the most skill- and muscle activity-demanding subtasks. The main muscles contributing into these subtasks were the ipsilateral paraspinal and abdominal muscles, as well as the contralateral scapulothoracic and shoulder girdle muscles, with EMG intensities significantly higher than their minimum mean intensities (P < 0.05) and those of the contralateral side (P < 0.05). Conclusions: Our results provide more insight into the functional sub-tasks and muscular demands of walker-assisted paraplegic gait that can help to design appropriate muscle strengthening programs, as well as developing more effective gait orthoses.
Chapter
Muscle fatigue can cause productivity loss, human errors, unsafe actions, injuries and Work Related Musculoskeletal Disorders (WMSDs). To compensate muscle fatigue, people adapt their working strategy, changing movement patterns, recruiting different muscles and changing kinetic or kinematic components of the movement (like joint angles and velocities). This review, according to PRISMA Statement, was performed to summarize and analyze studies concerning muscle fatigue assessment using accelerometers and motion analysis. It was based on relevant articles published in 6 databases, namely Academic Search Complete, Inspec, PubMed, Science Direct, Scopus and Web of Science. A total of 15 articles were included in the systematic review. The following topics were analyzed: muscle groups evaluated, the tasks performed by the volunteer subjects, the assessment methods applied and the equipment and software used. Similar conclusions were obtained, regarding movement variability, muscular adaptations and changes in movement strategies, due to fatigue.
Article
Traditional electromyography-assisted optimization (TEMG) models are commonly employed to compute trunk muscle forces and spinal loads for the design of clinical/treatment and ergonomics/prevention programs. These models calculate muscle forces solely based on moment equilibrium requirements at spinal joints. Due to simplifications/assumptions in the measurement/processing of surface EMG activities and in the presumed muscle EMG-force relationship, these models fail to satisfy stability requirements. Hence, the present study aimed to develop a novel stability-based EMG-assisted optimization (SEMG) method applied to a musculoskeletal spine model in which trunk muscle forces were estimated by enforcing equilibrium conditions constrained to stability requirements. That is, second-order partial derivatives of the potential energy of the musculoskeletal model with respect to its generalized coordinates were enforced to be positive semi-definite. Fifteen static tasks in upright and flexed postures with and without a hand load at different heights were simulated. The SEMG model predicted different muscle recruitments/forces (generally larger global and local muscle forces) and spinal loads (slightly larger) compared to the TEMG model. Such task-specific differences were dependant on the assumed magnitude of the muscle stiffness coefficient in the SEMG model. The SEMG model-predicted and measured L4-L5 intradiscal pressures were in satisfactory agreement during simulated activities.
Article
Background: There are competing perspectives in the literature regarding the role of movement variability in quiet standing and balance control. Some view high variability as indicative of poor balance control and a contributor to increased fall risk, whereas others view variability as beneficial in providing sensory information that aids balance control. Research question: This study aimed to help to clarify the role of variability in balance control by testing two competing hypotheses: that increased variability would lead to instability, or that increased variability would improve stability, where stability is defined as the ability to respond to a perturbation. Methods: Fourteen healthy young adults (20-35 years old) were recruited. Participants experienced postural perturbations of varying magnitudes, delivered via sudden backward movement of the support surface. Magnitudes of postural perturbation were chosen such that both step and no-step responses could be observed at each magnitude. Variability in the centre of mass and centre of pressure movement was measured for 10 s prior to the postural perturbation. Multiple regression was used to determine if movement variability predicted step responses when controlling for perturbation magnitude, trial order, and margin of stability at perturbation onset. Results: Lower variability in medio-lateral centre of mass and centre of pressure position, and lower variability in medio-lateral centre of pressure velocity were related to increased odds of stepping in response to the perturbation (p-values ≤0.001). Significance: This study provides support for the hypothesis that, at least for relatively low variability values, increased centre of pressure and mass movement variability improves stability. Specifically, increasing movement of the centre of pressure and mass in the medio-lateral direction may help to preserve stability in the antero-posterior direction by providing the central nervous system with information about the antero-posterior centre of mass across a wide range of medio-lateral positions.
Article
Existing research indicates that repetitive motions are strongly correlated with the development of work-related musculoskeletal disorders (WMSDs). Resulting from the redundant degrees-of-freedom in the human body, there are variations in motions that occur while performing a repetitive task. These variations are termed motor variability (MV), and may be beneficial for reducing WMSD risks. To better understand the potential role of MV in preventing injury risk, we evaluated the effects of fatigue on MV using data collected during a lab-based prolonged, repetitive lifting/lowering task. We also investigated whether experienced workers used different motor control strategies than novices to adapt to fatigue. MV of the whole-body center-of-mass (COM) and box trajectory were quantified using cycle-to-cycle standard deviation, sample entropy, and goal equivalent manifold (GEM) methods. In both groups, there were significantly increased variations of the COM with fatigue, and with a more substantial increase in a direction that did not affect task performance. Fatigue deteriorated the task goal and made it more difficult for participants to maintain their performance. Experienced workers also had higher MV than novices. Based on these results, we conclude that flexible motor control strategies are employed to reduce fatigue effects during a prolonged repetitive task.
Article
Introduction: Changes in movement variability and complexity may reflect an adaptation strategy to fatigue. One unresolved question is whether this adaptation is hampered by the presence of low back pain (LBP). This study investigated if changes in movement variability and complexity after fatigue are influenced by the presence of LBP. It is hypothesised that pain free people and people suffering from LBP differ in their response to fatigue. Methods: The effect of an isometric endurance test on lumbar movement was tested in 27 pain free participants and 59 participants suffering from LBP. Movement variability and complexity were quantified with %determinism and sample entropy of lumbar angular displacement and velocity. Generalized linear models were fitted for each outcome. Bayesian estimation of the group-fatigue effect with 95% highest posterior density intervals (95%HPDI) was performed. Results: After fatiguing %determinism decreased and sample entropy increased in the pain free group, compared to the LBP group. The corresponding group-fatigue effects were 3.7 (95%HPDI: 2.3-7.1) and -1.4 (95%HPDI: -2.7 to -0.1). These effects manifested in angular velocity, but not in angular displacement. Discussion: The effects indicate that pain free participants showed more complex and less predictable lumbar movement with a lower degree of structure in its variability following fatigue while participants suffering from LBP did not. This may be physiological responses to avoid overload of fatigued tissue, increase endurance, or a consequence of reduced movement control caused by fatigue.