A biomechanical analysis of anterior load carriage

Front load carriage is a common occupational task in some industries (e.g. agriculture, construction), but, as compared to lifting tasks, relatively little research has been conducted on the biomechanical loading during these activities. The focus of this study was to explore the low back biomechanics during these activities and, specifically, to examine the effects of load height and walking speed on trunk muscle activity and trunk posture. Eleven male participants participated in two separate front load-carriage experiments. The first experiment called for carrying a barbell (with weight corresponding to 20% of elbow flexion strength) at three heights (knuckle height, elbow height and shoulder height) at a constant horizontal distance from the spine. The second experiment called for participants to carry a bucket of potatoes weighing 14 kg at the same three heights, but with no further restrictions in technique. In both experiments, the participants performed this task while either standing still or walking at a self-selected speed. As they performed these tasks, the activity levels of the right-side muscle of the rectus abdominis, external oblique, biceps brachii, anterior deltoid and three levels (T9, T12 and L3) of the erector spinae were sampled. Mid-sagittal plane trunk posture was also quantified using three magnetic field-based motion sensors at T9, T12 and L3. The results showed a significant effect of both walking speed and load height on trunk posture and trunk muscle activity levels in both the barbell and bucket experiments. In the barbell experiment, the walking trials generated 43% more trunk muscle activity than the standing trials. Trials at shoulder height produced 11% more muscle activity than trials at elbow height in the T9 erector spinae muscles and 71% more muscle activity in the anterior deltoid. In the bucket experiment, trunk muscle activity responded in a similar fashion, but the key result here was the quantification of the natural hyperextension posture of the spine used to balance the bucket of potatoes. These results provide insight into muscle activation patterns in dynamic settings, especially (load) carrying biomechanics, and have implications in industrial settings that require workers to carry loads in front of their bodies.     

A dynamical systems analysis of assisted and unassisted anterior and posterior hand-held load carriage

Load carriage is recognised as a primary occupational factor leading to slip and fall injuries, and therefore assessing balance maintenance during such tasks is critical in assessing injury risk. Ten males completed 55 strides under five carriage conditions: (1) unassisted anterior, (2) unassisted posterior, (3) assisted anterior, (4) assisted posterior and (5) unloaded gait (UG). Kinematic data were recorded from markers affixed to landmarks on the right side of each participant, in order to calculate segment angles for the foot, shank, thigh and pelvis. Continuous relative phase (CRP) variability was calculated for each segment pair and local dynamic stability was calculated for each segment in all three movement planes. In general, irrespective of the assistive device or movement plane, anterior load carriage was most stable (lower CRP variability and maximum finite-time Lyapunov exponents). Moreover, load carriage was less dynamically stable than UG, displaying the importance of objectively investigating safe load carriage practices.     

A suite of objective biomechanical measurement tools for personal load carriage system assessment

For application to military and civilian needs, Defence Research and Development Canada--Toronto contracted Queen's University, Kingston to develop a suite of biomechanical assessment and analytical tools to supplement human-based load carriage system assessment methods. This suite of tools permitted efficient objective evaluation of biomechanical aspects of load-bearing webbing, vests, packs and their components, and therefore contributed to early system assessment and a rapid iterative design process. This paper is a summary of five assessment and analytical tools. A dynamic load carriage simulator was developed to simulate cadence of walking, jogging and running. The simulator comprised a computer-controlled pneumatic platform that oscillated anthropometrically weighted mannequins of varying dimensions from which measures of skin contact pressure, hip reaction forces and moments and relative pack-person displacements were taken. A stiffness tester for range of motion provided force-displacement data on pack suspension systems. A biomechanical model was used to determine forces and moments on the shoulders and hips, and validated using a static load distribution mannequin. Subjective perceptual rating systems were used gather soldier feedback during a standardized mobility circuit. Objective outcome measures were validated by means of other objective measures (e.g., Optotrak, video, Instron, etc.) and then compared to subjective ratings. This approach led to development of objective performance criteria for load carriage systems and to improvements in load carriage designs that could be used both in the military and in general.     

A suite of objective biomechanical measurement tools for personal load carriage system assessment

For application to military and civilian needs, Defence Research and Development Canada—Toronto contracted Queen's University, Kingston to develop a suite of biomechanical assessment and analytical tools to supplement human-based load carriage system assessment methods. This suite of tools permitted efficient objective evaluation of biomechanical aspects of load-bearing webbing, vests, packs and their components, and therefore contributed to early system assessment and a rapid iterative design process. This paper is a summary of five assessment and analytical tools. A dynamic load carriage simulator was developed to simulate cadence of walking, jogging and running. The simulator comprised a computer-controlled pneumatic platform that oscillated anthropometrically weighted mannequins of varying dimensions from which measures of skin contact pressure, hip reaction forces and moments and relative pack-person displacements were taken. A stiffness tester for range of motion provided force-displacement data on pack suspension systems. A biomechanical model was used to determine forces and moments on the shoulders and hips, and validated using a static load distribution mannequin. Subjective perceptual rating systems were used gather soldier feedback during a standardized mobility circuit. Objective outcome measures were validated by means of other objective measures (e.g., Optotrak®, video, Instron®, etc.) and then compared to subjective ratings. This approach led to development of objective performance criteria for load carriage systems and to improvements in load carriage designs that could be used both in the military and in general.     

Development and assessment of the Canadian personal load carriage system using objective biomechanical measures

The Defence Research and Development Canada—Toronto managed a collaborative team of designers, biomechanists, ergonomists and military stakeholders in the development of a new personal load carriage (LC) system for the Canadian Forces. Ergonomics design principles using objective measurement tools and user-centred feedback from soldiers were considered essential to system development. The purpose of this study was to provide a detailed report of contributions by biomechanical testing to the final design of the final Canadian LC system. The Load Carriage Simulator and Compliance Tester were used to test design iterations of: three fragmentation vests, seven tactical vests and three iterations of the backpack. Test data were compared to a data pool of seventeen previously tested systems. Results indicated that the objective measures helped the design team by: (1) quantifying and understanding the consequences of various design changes; (2) predicting soldiers' responses to design changes in skin contact pressure, force and relative motion; (3) objectively comparing design iterations to other systems; and (4) providing information quickly so that ideas and recommendations could be incorporated into the next design iteration. It was concluded that objective assessments added valuable information not easily interpreted from human trials. However, objective assessments cannot replace human trials for feedback on functionality and features.     

Development and assessment of the Canadian personal load carriage system using objective biomechanical measures

The Defence Research and Development Canada--Toronto managed a collaborative team of designers, biomechanists, ergonomists and military stakeholders in the development of a new personal load carriage (LC) system for the Canadian Forces. Ergonomics design principles using objective measurement tools and user-centred feedback from soldiers were considered essential to system development. The purpose of this study was to provide a detailed report of contributions by biomechanical testing to the final design of the final Canadian LC system. The Load Carriage Simulator and Compliance Tester were used to test design iterations of: three fragmentation vests, seven tactical vests and three iterations of the backpack. Test data were compared to a data pool of seventeen previously tested systems. Results indicated that the objective measures helped the design team by: (1) quantifying and understanding the consequences of various design changes; (2) predicting soldiers' responses to design changes in skin contact pressure, force and relative motion; (3) objectively comparing design iterations to other systems; and (4) providing information quickly so that ideas and recommendations could be incorporated into the next design iteration. It was concluded that objective assessments added valuable information not easily interpreted from human trials. However, objective assessments cannot replace human trials for feedback on functionality and features.     

Comparison of different methods of load carriage

There are many different ways in which loads may be carried, and the mode of load carriage adopted can be determined by factors such as weight, shape and size of the load, the duration for which it has to be carried, the terrain, climate and the physical characteristics and condition of the individual and the clothing he wears as well as his personal preference. It is generally more expensive in terms of energy cost to carry loads on the head, in the hands or arms, or attached to the legs, than to carry the load closely attached to the trunk as when using a backpack. A combined front-and backpack, or carriage of loads around the waist, tend to incur the lowest energy cost for a given load, as lateral and anteroposterior stability is optimized. However, there may be chest restriction and a limitation to evaporate body cooling, and donning and doffing problems may mitigate against the adoption of this method. Hand or arm carriage usually leads to local muscle fatigue rather quickly. Despite this, for convenience, over short distances or for intermittent load carriage, people will often choose to carry loads in their arms or hands.

This paper describes six separate experiments that we have conducted in our laboratory. In general, they show that there is seldom a single ‘best’ way to carry a load, and it is often difficult to clearly and objectively distinguish the physiological effects and the effects on the performance of the individual, of different methods of load carriage. We believe that it is wise to supplement objective physiological measurements with subjective opinion. However, it is important that the subjective data should be gathered as objectively as possible, by using appropriate experimental designs, carefully structured questionnaire techniques and standardized subjective rating methods. We have also found it profitable to conduct field studies to supplement our laboratory experiments. In general heavy loads should not be attached to small muscle groups, and optimum use should be made of the large muscle groups of the body in order to minimize fatigue and local muscular discomfort. There is a ‘knack’ to load carriage, and that ‘knack’ lies in the practical implementation of elementary principles.     

Effect of load carriage on spinal compression

Backpack is commonly carried either posteriorly or anteriorly. Although load carriage has been shown to have significant effects on postural alignment and spinal muscle activity, its effect on spinal loading was not studied. The objective of this study is to investigate the effect of different load carriage methods on spinal loading over time via the measurement of spinal compression. Eight male adults participated in this study. They were asked to carry a load equivalent to 15% of their body weight either anteriorly or posteriorly for 20 min followed by 10 min of unloading. Their statures were measured before load carriage and every 2 min after carrying the load. The sequence of loading conditions was randomized and the participants took a 20-min rest with Fowler’s posture for spinal length recovery prior to each testing condition. The amount of spinal compression was found to be associated with carrying duration. Spinal compression during anterior carriage was larger than that of posterior carriage. There was a mild recovery of spinal compression after the removal of the carried load for both the anterior and posterior carriage conditions.

Relevance to industry

Short-term putting a backpack anteriorly might be useful for temporarily relieving postural changes induced by posterior carriage. However, prolonged anterior carriage is not recommended. The effects of load carriage on spinal compression should be considered in the design of a load carriage system with load partially or completely positioned in the front     

Optimization of load carriage at desert environment

The present study was undertaken to assess the effect of different magnitudes of load on physiological responses of soldiers in desert terrain and also to estimate an optimum load that can be carried comfortably at specific walking speed. Nine infantry male soldiers of SHAPE-I standard with age 25.22 ± 1.02 years, height 170.78 ± 0.95 cm and weight 66.56 ± 2.38 Kg volunteered in this study. All participants were marched at speed of 6.13 ± 0.40 Km h⁻¹ in desert terrain with 10.7 Kg (16.07% BW) and 21.4 Kg (32.15% BW) load and without load. Heart rate (HR), respiratory frequency (RF), oxygen consumption (VO₂), minute ventilation (VE), energy expenditure (EE) and relative work load (RWL) were recorded by using K4b² system. During carrying of 10.7 Kg load HR, VO₂, EE, RF, VE and RWL (%VO₂max) were increased 13.88, 18.20, 20.16, 7.86, 19.30 and 23.71% respectively in comparison to no load. Similarly, during 21.4 Kg load, physiological responses viz.; HR, VO₂, EE, RF, VE and RWL (%VO₂max) were increased 24.84, 36.98, 33.68, 21.24, 38.25 and 40.64% respectively in comparison to no load. The observation of this study stated that 6.27 Kg (9.42%BW, 50% RWL), 13.7 Kg (20.58%BW, 60%RWL) and 24.86 Kg (37.35%BW, 75% RWL) can be recommended for 8 h, 2 h and for 30 min respectively.Relevance to industryMost of the countries do not have their own database for load carriage in specific environmental conditions. Result of this study will be helpful to the similar kind of population working under specified conditions.     

Effects of military load carriage on kinematics of gait

Manual load carriage is a universal activity and an inevitable part of the daily schedule of a soldier. Indian Infantry soldiers carry loads on the waist, back, shoulders and in the hands for a marching order. There is no reported study on the effects of load on gait in this population. It is important to evaluate their kinematic responses to existing load carriage operations and to provide guidelines towards the future design of heavy military backpacks (BPs) for optimising soldiers' performance. Kinematic changes of gait parameters in healthy male infantry soldiers whilst carrying no load (NL) and military loads of 4.2–17.5 kg (6.5–27.2% body weight) were investigated. All comparisons were conducted at a self-selected speed. Soldier characteristics were: mean (SD) age 23.3 (2.6) years; height 172.0 (3.8) cm; weight 64.3 (7.4) kg. Walk trials were collected using a 3-D Motion Analysis System. Results were subjected to one-way ANOVA followed by Dunnett post hoc test. There were increases in step length, stride length, cadence and midstance with the addition of a load compared to NL. These findings were resultant of an adaptive phenomenon within the individual to counterbalance load effect along with changes in speed. Ankle and hip ranges of motion (ROM) were significant. The ankle was more dorsiflexed, the knee and hip were more flexed during foot strike and helped in absorption of the load. The trunk showed more forward leaning with the addition of a load to adjust the centre of mass of the body and BP system back to the NL condition. Significant increases in ankle and hip ROM and trunk forward inclination (≥10°) with lighter loads, such as a BP (10.7 kg), BP with rifle (14.9 kg) and BP with a light machine gun (17.5 kg), may cause joint injuries. It is concluded that the existing BP needs design improvisation specifically for use in low intensity conflict environments.

Statement of Relevance:The present study evaluates spatial, temporal and angular changes at trunk and limb joints during military load carriage of relatively lighter magnitude. Studies on similar aspects on the specific population are limited. These data can be used for optimising load carriage and designing ensembles, especially a heavy BP, for military operations.     

Metabolic costs of load carriage with different container sizes

Abstract

Six well-trained male subjects carried boxes of varying box width and weight at varying speeds on a level treadmill until steady-state heart rates were obtained. Analysis of the steady-state data for heart rate and metabolic cost led to development of highly accurate predictor models for both factors. The metabolic-cost model accounted for over 94% of the variance (R²>0·94), and the heart-rate model accounted for over 81% of the variance present (R²>0·81). Evaluation of other models for predicting physiological response to carrying loads found their predictions to differ significantly from the data of the present study.     

Physiological and biochemical responses during incremental uphill load carriage

The present study aimed to examine the effect of carrying different magnitudes of load on the changes and relationships of salivary Immunoglobulin A (IgA) and cortisol concentrations and the physiological parameters. Twelve Indian soldiers performed an intense uphill treadmill walking at two speeds viz. 2.5 km h⁻¹ and 4 km h⁻¹ without any load and carrying 10.7 kg, 17 kg and 21.4 kg loads for 36 min. Salivary IgA concentration relative to total protein decreased significantly after each exercise session and cortisol concentration increased concomitantly with physiological variables e.g. heart rate (HR), oxygen consumption (VO₂), minute ventilation (VE) and energy expenditure (EE). An inverse correlation (P < 0.05) was observed between IgA with HR for all the conditions except when the participants walked at 4 km h⁻¹ carrying 17 kg and 21.4 kg load. The degree and type of physiological and biochemical responses may help in designing combat training, operations and developing preventive strategies of military personnel involving intense exercise.Relevance to industry: Walking with load in incremental uphill terrain is highly stressful and fatiguing. Results of the present study will help in designing training schedules for maintaining the optimal fitness of an individual during uphill walking with loads in different speeds.     

The metabolic cost of backpack and shoulder load carriage.

Eleven healthy male volunteer soldiers (mean [SD] age 24.0 [2.8] years, stature 174.1 [5.2] cm, body weight 73.2 [10.8] kg, body fat 14.2 [5.0]% and maximal oxygen uptake 4.1 [0.4] 1 min-1) walked at 4.8 km h-1 on a motor driven treadmill for 5 min at each of three gradients (0, 2.5 and 5%) whilst carrying a two-part 26 kg load either on each shoulder or strapped to a backpack frame. The load was made up of two cylinders, one weighing 18.4 kg and the other weighing 7.6 kg. For all treadmill gradients the mean (SD) backpacking heart rates and oxygen uptakes (0% gradient, 122 [10] beats min-1, 1.51 [0.11] 1 min-1; 2.5% gradient, 135 [10] beats min-1, 1.81 [0.13] 1 min-1; 5% gradient, 155 [7] beats min-1, 2.21 [0.11] 1 min-1) were significantly (p less than 0.001) lower than for shoulder load carriage (0% gradient, 130 [9] beats min-1, 1.70 [0.12] 1 min-1, 2.5% gradient, 147 [8] beats min-1; 2.01 [0.10] 1 min-1; 5% gradient 164 [9] beats min-1, 2.39 [0.11] 1 min-1). The relative oxygen cost of backpacking was 4.3-4.7% VO2 max lower than for shoulder load carriage. It is concluded that the metabolic cost of backpacking an asymmetric two part 26 kg load was significantly less than for shoulder load carriage when walking at 4.8 km h-1 on a treadmill over gradients of 0-5%.(ABSTRACT TRUNCATED AT 250 WORDS)     

A new muscle co-activation index for biomechanical load evaluation in work activities

Low-back disorders (LBDs) are the most common and costly musculoskeletal problem. Muscle co-activation, a mechanism that stabilises the spine, is adopted by the central nervous system to provide added protection and avoid LBDs. However, during high-risk lifting tasks, the compressive load on the spine grows owing to increased co-activation. The aim of this study was to develop a method for the sample-by-sample monitoring of the co-activation of more than two muscles, and to compare this method with agonist–antagonist methods. We propose a time-varying multi-muscle co-activation function that considers electromyographic (EMG) signals as input. EMG data of 10 healthy subjects were recorded while they manually lifted loads at three progressively heavier conditions. The repeated measures ANOVA revealed a significant effect of lifting condition on our co-activation index. Heavier conditions resulted in higher muscle co-activation values. Significant correlations were found between the time-varying multi-muscle co-activation index and other agonist–antagonist methods.

Practitioner Summary: We have developed a method to quantify muscle co-activation during the execution of a lifting task. To do this we used surface electromyography. Our algorithm provides a measure of time-varying co-activation between more than two muscles.     

A biomechanical analysis of industrial manual materials handlers

Resultant forces and torques on the joints of 11 females were studied as the subjects performed two manual materials handling tasks in their industrial environment. The subject's activities were recorded by high speed (102 frames per second) 16mm cinematography and the data analysed by a static and dynamic biomechanical model.

Statistically significant differences were found between the results of the static and dynamic analyses. Slower filming rates were simulated and were found to show fewer significant differences between the static and dynamic analysis as the data sampling rate decreased. A kinematic analysis of the experienced and inexperienced lifters revealed a great deal of intra-subject variability as well as inter-subject variability indicating that the subjects varied their motion patterns as they lifted or lowered several 14 kg loads. For submaximal tasks such a variation in lifting patterns would allow the subjects to develop muscular load sharing which would help reduce localized muscle fatigue associated with repetitive lifting activities.     

Ergonomic effects of load carriage on energy cost of gradient walking

We examined the effects of load on the energy cost of walking (C(w)), being defined as the ratio of the 2-min steady-state oxygen consumption to the speed, and economical speed (ES) during level and gradient walking. Ten men walked on a treadmill at various speeds with and without a load on their back at 0% and +/-5% gradients. Significantly lower C(w) values were observed only when the load was carried on the back during level walking at slower speeds. The ES was significantly decreased by less than 5% when the load was carried on the back. Significant gradient differences were also observed in the ES in the load and no load conditions. These results would be applicable to a wider range of occupational and leisure tasks.