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A Comprehensive Evaluation of Spine Kinematics, Kinetics,
and Trunk Muscle Activities During Fatigue- Induced
RepetitiveLifting
ZeinabKazemi, AdelMazloumi , Tehran University of Medical Sciences, Iran,
NavidArjmand, Sharif University of Technology, Iran, AhmadrezaKeihani,
ZanyarKarimi, Tehran University of Medical Sciences, Iran,
Mohamad SadeghGhasemi , Iran University of Medical Sciences, Iran, and
RaminKordi, 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 aect neuromuscular control of
spinal stability (Mehta et al., 2014; Srinivasan
& Mathiassen, 2012). Neuromuscular mecha-
nisms including reex response, active muscle
stiness, 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 reection of these aerents, their
inhibitory eects on moto- neurons as well as
the subsequent reduction in voluntary muscle
activation constitute a process that causes cen-
tral fatigue, thereby adversely aecting work-
ers’ performance (Amann et al., 2015; Sidhu
et al., 2014). Fatigue- induced reduction in
muscle stiness 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 stiness
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 conrmed
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 eects 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
aected 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 aected 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 aect
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), multidus (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 oine 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 eorts 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- specic 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 dierent 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 eects 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 eects 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 signicance level for the sta-
tistical tests.
Month XXXX - Human Factors6
RESULTS
Kinematics and Kinetics
Using Wilks’ Lambda, MANOVA showed
a signicant main eect 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 eect for cycle block × lifting task block
(V = .58, F160, 2273.63= 0.94, p = .681; Table 1).
The univariate tests manifested signicant
dierences 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 signicantly dif-
fered with those of C2 and C4 (p < .001). With
respect to CoM in vertical direction, this vari-
able had signicantly 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 dier-
ences between all blocks were statistically sig-
nicant, except between C2 and C5, as well as
C3 and C4 (Figure 2B). Box vertical displace-
ment increased from C1 to C5 with signicant
dierences between all blocks (p < .001). From
C1 to C4, subjects signicantly 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 dierences between all cycle
blocks were signicant, 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 signicantly
decreased (p < .001), except from C1 to C2 (p =
.093; Figure 3).
Considering lifting trial blocks (T), the
MANOVA analyses conrmed signicant main
eects 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
signicantly 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 specically,
trunk angle in T5 showed a signicant 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 signicant
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
signicantly lower than that in T2 (9%, p = .009).
Muscle Activity
MANOVAs on the EMG measures revealed
a signicant eect 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 conrmed a signicant lift-
ing trial main eect 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 signicant pairwise dierences for ESLL,
MFR, MFL, LDL, and RAL. However, sample
entropy of ESLR signicantly reduced in T5 as
compared to T1 (p = .025) and T2 (p = .026).
Moreover, SampEn values of LDR and RAR in
T5 were signicantly lower than those in T1 (p
= .034 and p = .033, respectively).
MF was signicantly aected 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-
nicant 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 signicant dierences 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 dened 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 dierent 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 conrmed. Repetitive lifting signicantly
aected 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 dierent 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 signicantly
aected EMG activity. It is well documented
that shifts toward lower frequency reect mus-
cle fatigue (Bonato et al., 2003; Boocock et al.,
2015). The signicant decreasing trend of MF
in a similar manner in ESLL, MFR, MFL, LDR,
and RAL veried that the experimental proce-
dure successfully induced fatigue. Boocock et al.
(2015) compared the dierence 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]) signicantly 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-
nicantly aected 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 aect 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 stiness 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 signicant changes
were found with the progress of task eort, 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 aects 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
dierentiate fatigue in successive blocks
of lifting task. When assessing the eect of
lifting trial blocks, MF values signicantly
decreased for ESLL, MFR, MFL, LDR, and
RAL. However, no signicant eects of lift-
ing trial blocks were found for ESLR, LDL,
and RAR, while the SampEn values of these
muscles were signicantly aected. These
are already well- established linear and non-
linear techniques proven to be eective 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 signicantly aected 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 eect 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), multidus (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 quantied 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 dierent 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 aected 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