Impact of pulling direction and magnitude of force exertion on the activation of shoulder muscles

Shoulder musculoskeletal disorders (MSD) are frequently associated with the work activities that demand forceful arm exertions in pushing and pulling directions. Considering the ability of shoulder joint to exert forces in nearly any direction, our understanding of the shoulder muscles activation as affected by pushing and pulling exertions is limited. In this study the activation of seven shoulder muscles were studied for 10 male participants during pulling exertions performed in five directions (pull right, pull left, pull back, pull down and pull up) using three force levels (22.24 N, 33.36 N and 44.48 N). Exertions performed in pulling right and pulling up directions produced higher activation and received higher perceived exertion ratings than the exertions performed in the other directions. Rotator cuff and middle deltoid muscles activation were consistently higher during pulling up and pulling right exertions compared to the other muscles. A high correlation was found between the activation of rotator cuff and deltoid muscles and the perceived exertion ratings. The rotator cuff and middle deltoid muscles activation observed during the pulling up and pulling right exertions can be explained by the concavity compression mechanism which stabilizes the glenohumeral joint of shoulder.Relevance to industryThe muscle activation data expressed in terms of Maximum Voluntary Contraction (MVC) and perceived exertion ratings are widely used by the ergonomic practitioners to design and/or evaluate workplace exertions. This study provides such data for several shoulder muscles during pulling exertions performed under different conditions.     

Influence of fatigue in neuromuscular control of spinal stability

Lifting-induced fatigue may influence neuromuscular control of spinal stability. Stability is primarily controlled by muscle recruitment, active muscle stiffness, and reflex response. Fatigue has been observed to affect each of these neuromuscular parameters and may therefore affect spinal stability. A biomechanical model of spinal stability was implemented to evaluate the effects of fatigue on spinal stability. The model included a 6-degree-of-freedom representation of the spine controlled by 12 deformable muscles from which muscle recruitment was determined to simultaneously achieve equilibrium and stability. Fatigue-induced reduction in active muscle stiffness necessitated increased antagonistic cocontraction to maintain stability resulting in increased spinal compression with fatigue. Fatigue-induced reduction in force-generating capacity limited the feasible set of muscle recruitment patterns, thereby restricting the estimated stability of the spine. Electromyographic and trunk kinematics from 21 healthy participants were recorded during sudden-load trials in fatigued and unfatigued states. Empirical data supported the model predictions, demonstrating increased antagonistic cocontraction during fatigued exertions. Results suggest that biomechanical factors including spinal load and stability should be considered when performing ergonomic assessments of fatiguing lifting tasks. Potential applications of this research include a biomechanical tool for the design of administrative ergonomic controls in manual materials handling industries.     

Trunk muscle fatigue and its implications in EMG-assisted biomechanical modeling

Muscle fatigue affects the underlying EMG-force relationship on which EMG-assisted biomechanical models rely. The aim of this study was to evaluate the impact of short duration muscle fatigue on the muscle gain value. Participants performed controlled, isometric trunk extension exertions at 10, 20, and 30 degrees of trunk flexion and controlled isokinetic trunk extension exertions at 5 and 15°/sec on five separate days. Fatigue of the lumbar extensors was generated by moderate-intensity, trunk extension exertions. Participants performed controlled test contractions at defined intervals throughout the fatiguing bout and the EMG activities of trunk muscles were collected. These EMG data were employed in a standard EMG-assisted model and fatigue-dependent trends in the gain factor were evaluated. The results of this study show a significant effect of fatigue on the gain factor. Further analysis revealed that by reducing the magnitude of the gain factor in proportion to the drop in median frequency of the EMG signal of the fatigued muscle, a more accurate estimate of muscle force can be calculated. Mean normalized error between predicted internal moments and the measured external moments improved from 17.5 to 9.6% error via the implementation of this modified gain factor.     

Shoulder muscle activity in off-axis pushing and pulling tasks

Workspace design can often dictate the muscular efforts required to perform work, impacting injury risk. Within many environments, industrial workers often use sub-maximal forces in offset directions in to accomplish job tasks. The purpose of this research was to develop methods to estimate shoulder muscle activation during seated, static, sub-maximal exertions in off-axis (non-cardinal) directions. Surface EMG signals were recorded from 14 upper extremity muscles in 20 right-handed university aged, right-handed males (age: 22 ± 3 years, weight: 77.5 ± 11.1 kg, height 179.0 ± 7.0 cm) participated in this study. Each participant performed 60 submaximal exertions (40N) directed at 4 off-axis phase angles of 45° (45°, 135°, 225°, and 315°) in 3 planes (frontal, sagittal, and transverse) in 5 hand locations within a right handed reach envelope. The influence of hand location and force direction on muscle activity was evaluated with a forced-entry stepwise regression model. The ability of previously published on-axis prediction equations to predict muscle activity during these off-axis exertions was also evaluated. Within each muscle, activity levels were affected by both hand location and three-dimensional force direction and activation levels ranged from <1 to 37 %MVE. For each force direction there were 75 predictive equations selected and used, and the specific equation that best predicted activation depended on the muscle, exertion direction and hand location evaluated. This work assists ergonomic workplace design to minimize muscle demands during commonly performed off-axis exertions. These estimated demands can be employed to improve workplace design to reduce workplace injuries and enhance worker productivity.     

Evaluation of driver discomfort during long-duration car driving

The evolution of indices of fatigue, discomfort, and performance of subjects seated for long duration (150 min) in car seats were studied (n=11). Four experimental configurations were used: with and without vibration for two seats (U, uncomfortable; C, comfortable). Surface electromyography (SEMG) data were recorded bilaterally from cervical erector spinae and external oblique muscles. Discomfort increased significantly during the trial, regardless of the experimental condition (p<0.05). Performance was significantly worse for seat U with vibration (p<0.05). The median frequency of SEMG signals did not change between experimental conditions or across time. It would appear that, either the level of discomfort experienced was insufficient to change either performance or SEMG measures, or that the large parameter estimation variance of the SEMG signals might have masked any underlying spectral change. Further refinement of the SEMG signal processing methodology may be necessary to be able to detect fatigue of postural muscles.     

A systematic exploration of distal arm muscle activity and perceived exertion while applying external forces and moments

The purpose of this study was to systematically explore and describe the response of selected hand and forearm muscles during a wide range of static force and moment exertions. Twenty individuals with manual work experience performed exertions in power grip, pulp pinch and lateral pinch grips. Electromyography (EMG) from eight sites of the hand and forearm, grip force as well as ratings of perceived exertion (RPE) were monitored as each participant exerted approximately 350 short (5 s) static grip forces and external forces and moments. As expected, strong relationships were found between grip force alone without other actions and muscle activation. When the hand was used to grip and transmit forces and moments to the environment, the relationships between grip force and muscle activation were much weaker. Using grip force as a surrogate for forearm and hand tissue loading may therefore be misleading.     

Effects of a novel neck balance system on neuromuscular fatigue of neck muscles during repeated flexions and extensions

This study aimed at investigating the effects of a novel neck balance system (NBS), which is a baseball cap with counterweights in the occipital part, on neuromuscular fatigue of neck muscles during and after a full‐range repeated neck flexion‐extension task. Surface electromyography (sEMG) of sternocleidomastoid (SCM) and semispinalis capitis (SC) muscles was recorded in 15 healthy individuals during full‐range flexion‐extension movements of the neck lasting 5 min at a fixed pace (1 Hz), with or without NBS. Maximal isometric force and sEMG were recorded before and after the fatiguing task. During the fatiguing task, the SC muscle showed a higher decline in amplitude of sEMG with NBS than without NBS, while no differences in the SCM muscle emerged between the two conditions. Maximal isometric force of both neck flexor and extensor muscles decreased significantly after the fatiguing task, both with NBS (p < .05) and without NBS (p < .05), with no differences between the two conditions. In conclusion, adopting the NBS promotes an increase of the activation of neck extensor muscles, possibly leading to earlier decline of the neuromuscular performance and to diminished ability to actively stabilize neck structures. For these reasons, the adoption of the NBS during dynamic, fatiguing contractions may not be appropriate.     

Strength,endurance and fatigue response of rotator cuff muscles during isometric exertions

Among the shoulder musculoskeletal disorders (MSDs), rotator cuff disorders are prevalent and known to substantially limit an individual's strength and ability to work. Despite the frequency and cost of rotator cuff injuries, very little research has been done on understanding the load response relationship of rotator cuff muscles. Therefore, this study was aimed at evaluating the strength, endurance and fatigue response of rotator cuff muscles. As a first step, strengths of Supraspinatus, Infraspinatus, and Teres Minor were measured for ten healthy male participants using muscle specific Maximum Voluntary Contractions (MVC). Then, endurance time and surface Electromyography (EMG) data were recorded during 15%, 30%, 45%, and 60% MVC exertions. Infraspinatus exhibited the highest strength followed by Teres Minor and Supraspinatus. Despite the strength differences, small variations were observed in the endurance time between the muscles. The effect of %MVC exertions on endurance time, average muscle activity and muscle fatigue were statistically significant. Median frequency decreased and muscle activation increased with an increase in force exertion levels; however, the changes observed for an increase in the exertion level from 15% to 30% MVC were much higher than the changes observed for an increase in the exertion level from 45% to 60% MVC.Relevance to industryResults of this study indicate that the rotator cuff muscles have different strengths but exhibit very similar endurance and fatigue behavior. These findings can assist ergonomic practitioners with the design and/or evaluation of workplace upper extremity exertions to reduce/manage stress on the rotator cuff muscles and shoulder.     

The effect of phone design on upper extremity discomfort and muscle fatigue

OBJECTIVE: To compare a small cellular clamshell phone with a traditional office phone in the development of discomfort and muscle fatigue over time during phone use. BACKGROUND: Phone use involves low-level static exertions that may be influenced by phone design. Phone design and its interactions with anthropometry may change shoulder and hand postures assumed during use, which in turn may modify the length-strength relationship and moment arms of the muscles. METHOD: Ten adults participated in a study that simulated phone use using a small clamshell and a traditional office phone. Discomfort information and electromyographic (EMG) muscle activity were monitored on four upper extremity muscles. Discomfort and fatigue data (EMG median frequency shifts) were analyzed to assess differences between phones as well as differing effects attributable to anthropometry. RESULTS: Median frequency shifts supported discomfort claims and indicated muscle fatigue in the deltoid and thenar muscles. Biomechanical measures demonstrated that participants with short limb lengths developed more severe signs of thenar fatigue. Participants with longer arms developed greater discomfort in the neck, shoulder, and back. The deltoid confirmed this occurrence, showing signs of muscle fatigue. CONCLUSION: Phone design and anthropometry influenced the development of discomfort and fatigue during phone use. Phone design dictated grip style, resulting in differing discomfort and fatigue levels. Anthropometry influenced the severity of the discomfort and fatigue present in the shoulder and hand. APPLICATION: Use of small clamshell phones may contribute to a lack of rest and recovery from typical workday exposures. It should be explored from an ergonomic perspective.     

Predictions of forces acting upon the lumbar spine under isometric and isokinetic conditions: A model-experiment comparison

The biomechanical analysis technique of Schultz and Andersson (1981) was used to predict sagittally symmetric activity of the trunk under motion conditions. These biomechanical predictions were compared with the results of experimental exertions of 20 male and female subjects performing both isometric and isokinetic back extention activities. The results indicate differences in behavior of the internal trunk structures under motion conditions compared with quasi-static model predictions. The behavior of the model components are scrutinized and means to embellish the model to account for muscle state and trunk velocity are discussed. These findings have implications for ergonomic designs, manual materials handling, standard setting and clinical evaluation.     

Ergonomic evaluation of the effects of forearm conditions and body postures on trapezius muscle activity during smartphone texting

Neck-shoulder and upper back musculoskeletal symptoms in smartphone users have gained increasing attention. We evaluated trapezius muscle activity and fatigue using an objective method (surface electromyography, sEMG), and discomfort using a subjective method (questionnaire), in smartphone users during the performance of different text-entry tasks. Fifteen participants were recruited to perform six text-entry tasks under different forearm conditions (floating and supported) and body postures (sitting, standing, lying, and walking). We collected upper trapezius (UT) and lower trapezius (LT) sEMG data, and recorded muscle discomfort scores after each task. We found that static postures (especially sitting) during smartphone use predisposed to lower muscle activity with higher fatigue level and discomfort scores than dynamic posture; there was a significant main effect of body posture on average sEMG amplitude (aEMG) and discomfort scores of both muscles (all p < 0.05). Moreover, using a smartphone with the forearm supported can reduce muscle activity, fatigue level, and discomfort scores; there was a significant main effect of the forearm condition on aEMG and discomfort scores of both muscles (all p < 0.05). Our study indicates that smartphone use with the forearm floating for a long time in a static posture should be avoided (especially while sitting).     

Electromyographic and discomfort analysis of confined-space shipyard welding processes

This study examined muscle fatigue and discomfort in a confined-space welding operation at a shipyard. Surface electromyography (SEMG) was recorded from seven upper extremity and torso muscles of welders welding in a mock-up of the work environment. Following spectral transform of the SEMG data the percentage of the total signal power in the 10-30 Hz frequency band was compared over time during welding. For the conventional stick electrode welding process (SMAW) several muscles exhibited an increase in the percent of the total signal power in the low-frequency band. Fewer muscles exhibited this fatigue-related spectral density shift with a wire welding process (FCAW) the shipyard has considered adopting. This finding suggests that localized muscle fatigue may be reduced by a change to the wire welding process. Subjectively reported discomfort was generally low for both processes, but confirmed the finding that discomfort in the low back and shoulder regions is experienced in this welding operation.     

Do mechanical tests of glove stiffness provide relevant information relative to their effects on the musculoskeletal system? A comparison with surface electromyography and psychophysical methods

The main purpose of the present study was to test the construct validity of two mechanical tests of glove stiffness using a surface electromyography (SEMG) methodology that would allow estimating the effect of glove stiffness on forearm muscle activation during a standardized grip contraction. The mechanical tests [free-deforming multidirectional test (FDMT) and Kawabata Evaluation System for Fabrics (KESF)] were applied on 27 gloves covering a wide range of stiffness. In 30 human subjects, a psychophysical assessment of these gloves was also carried on in addition to the SEMG test. The results showed that the sensitivity of the different tests to glove stiffness differences was slightly better for the FDMT (75% sensitivity) than for the psychophysical assessment (72%), while the SEMG test showed much lower sensitivity (13-31%, depending on the muscle). The SEMG test was highly correlated to the psychophysical assessment (0.88-0.95, depending on the muscle tested), and the FDMT (0.88-0.94) and KESF (0.77-0.86) mechanical tests, showing the construct validity of mechanical tests, particularly for the FDMT. It was concluded that mechanical tests provide relevant information relative to the effect of glove stiffness on the musculoskeletal system of the forearm.     

Fatigue influences the dynamic stability of the torso

Fatigue in the extensor muscles of the torso affects neuromuscular recruitment and control of the spine. The goal of this study was to test whether fatigue influences stability of dynamic torso movements. A controlled laboratory experiment measured the change in the maximum finite-time Lyapunov exponent, λ_max, before and after fatigue of the extensor muscles. Non-linear analyses were used to compute stability from the embedding dimension and Lyapunov exponent recorded during repetitive dynamic trunk flexion tasks. Torso extensor muscles were fatigued to 60% of their unfatigued isometric maximum voluntary exertion force then stability was re-measured. Independent variables included fatigue, task asymmetry and lower-limb constraint. λ_max values increased with fatigue suggesting poorer dynamic stability when fatigued. Embedding dimension declined with fatigue indicating reduced dynamic complexity when fatigued. Fatigue-related changes in spinal stability may contribute to the risk of low-back injury during fatiguing occupational lifting tasks. The findings reported here indicate that one mechanism by which fatigue contributes to low back disorders may be spinal instability. This information may contribute to the development of ergonomic countermeasures to help prevent low back disorders.     

The effect of bracing availability on one-hand isometric force exertion capability

Environmental obstructions that workers encounter can kinematically limit the postures that they can achieve. However, such obstructions can also provide an opportunity for additional support by bracing with the hand, thigh or other body part. The reaction forces on bracing surfaces, which are in addition to those acting at the feet and task hand, are hypothesised to improve force exertion capability, and become required inputs to biomechanical analysis of tasks with bracing. The effects of kinematic constraints and associated bracing opportunities on isometric hand force were quantified in a laboratory study of 22 men and women. Analyses of one-hand maximal push, pull and lift tasks demonstrated that bracing surfaces available at the thighs and non-task hand enabled participants to exert an average of 43% more force at the task hand. Task hand force direction deviated significantly from the nominal direction for exertions performed with bracing at both medium and low task hand locations.

Practitioner summary: This study quantifies the effect of bracing on kinematically constrained force exertions. Knowledge that appropriate bracing surfaces can substantially increase hand force is critical to the evaluation of task-oriented strength capability. Force estimates may also involve large off-axis components, which have clear implications for ergonomic analyses of manual tasks.     

Relationships between observational estimates and physical measurements of upper limb activity †

This study examined the internal validity of observational-based ergonomic job analysis methods for assessing upper limb force exertion and repetitive motion. Six manual tasks were performed by multiple ‘workers’ while direct measurements were made to quantify force exertion and kinematics of the upper limb. Observational-based analyses of force and upper limb motion/repetition were conducted by 29 professional ergonomists. These analysts overestimated the magnitude of individual force exertions – temporal aspects of force exertion (duty cycle) were estimated more accurately. Estimates of the relative severity of repetitive motions among the jobs were accurate. Absolute counts of repetitive motions were less accurate. Modest correlations (r² = 0.28 to r² = 0.50) were observed between ratings of hand activity level and measured joint velocities. Ergonomic job analyses relying on systematic observation should be applied and interpreted with consideration given to the capabilities and limitations of analysts in estimating the physical risk factors. These findings are relevant to a better understanding of the internal validity of ergonomic job analysis methods based on systematic observation.     

Electromyography signal analysis using wavelet transform and higher order statistics to determine muscle contraction

Abstract: Electromyography gives an electrical representation of neuromuscular activation associated with a contracting muscle. The electromyography signal acquires noise while travelling though different media. The wavelet transform is employed for removing noise from surface electromyography (SEMG) and higher order statistics are applied for analysing the signal. With the appropriate choice of wavelet, it is possible to remove interference noise (denoise) effectively in order to analyse the SEMG. Daubechies wavelets (db2, db4, db5, db6, db8), symmlet (sym4, sym5) and the orthogonal Meyer (dmey) wavelet can efficiently remove noise from the recorded SEMG signals. However, the most effective wavelet for SEMG denoising is chosen by calculating the root mean square difference and signal-to-noise ratio values. Results for both root mean square difference and signal-to-noise ratio show that wavelet db2 performs denoising best out of the wavelets. Furthermore, the higher order statistics method is applied for SEMG signal analysis because of its unique properties when applied to random time series, such as parameter estimation, testing of Gaussianity and linearity, deterministic and non-deterministic signal detection etc. Gaussianity and linearity tests as part of higher order statistics are conducted to understand changes in muscle contraction and to quantify the effectiveness of the noise removal process. According to the results, the SEMG signal becomes less Gaussian and more linear with increased force.     

Fatigue influences the dynamic stability of the torso

Fatigue in the extensor muscles of the torso affects neuromuscular recruitment and control of the spine. The goal of this study was to test whether fatigue influences stability of dynamic torso movements. A controlled laboratory experiment measured the change in the maximum finite-time Lyapunov exponent, lambda(max), before and after fatigue of the extensor muscles. Non-linear analyses were used to compute stability from the embedding dimension and Lyapunov exponent recorded during repetitive dynamic trunk flexion tasks. Torso extensor muscles were fatigued to 60% of their unfatigued isometric maximum voluntary exertion force then stability was re-measured. Independent variables included fatigue, task asymmetry and lower-limb constraint. lambda(max) values increased with fatigue suggesting poorer dynamic stability when fatigued. Embedding dimension declined with fatigue indicating reduced dynamic complexity when fatigued. Fatigue-related changes in spinal stability may contribute to the risk of low-back injury during fatiguing occupational lifting tasks. The findings reported here indicate that one mechanism by which fatigue contributes to low back disorders may be spinal instability. This information may contribute to the development of ergonomic countermeasures to help prevent low back disorders.     

Subject‐specific hand grip fatigability indicator determined using parameter identification technique

During hand grip operations, the fatigability of the local muscle determines the antifatigue capacity and influences the risk of injury of the workers. This study proposes a new hand grip subject‐specific fatigability indicator using a parameter identification technique from a physiologically based muscle fatigue model. Experimental measurements were conducted in a laboratorial fatiguing operation with a fixed external load (5 kg) under a static posture. Sixty participants (30 males and 30 females) participated in the experiment. Subject‐specific hand muscle fatigue rates (k) were identified by performing regressions of the muscle strength during time intervals using the muscle fatigue model. The majority (46/60) of the goodness of fit statistics (R²) was over 0.70, which indicates the validity of using the fatigue rate (k) as a hand grip fatigability indicator. Individual differences in the hand grip fatigue rate (k) were substantial, ranging from 0.14 to 2.57 min^?1 with a coefficient of variation of 59.0%. The gender effect and body mass index did not exhibit significant influences on the hand grip muscle fatigue rates (k).