Dynamic analysis of load carriage biomechanics during level walking

This paper describes an investigation into the biomechanical effects of load carriage dynamics on human locomotion performance. A whole body, inverse dynamics gait model has been developed which uses only kinematic input data to define the gait cycle. To provide input data, three-dimensional gait measurements have been conducted to capture whole body motion while carrying a backpack. A nonlinear suspension model is employed to describe the backpack dynamics. The model parameters for a particular backpack system can be identified using a dynamic load carriage test-rig. Biomechanical assessments have been conducted based on combined gait and pack simulations. It was found that the backpack suspension stiffness and damping have little effect on human locomotion energetics. However, decreasing suspension stiffness offers important biomechanical advantages. The peak values of vertical pack force, acting on the trunk, and lower limb joint loads are all moderated. This would reduce shoulder strap pressures and the risk of injury when heavy loads are carried.     

A model of human walking energetics with an elastically-suspended load

Elastically-suspended loads have been shown to reduce the peak forces acting on the body while walking with a load when the suspension stiffness and damping are minimized. However, it is not well understood how elastically-suspended loads can affect the energetic cost of walking. Prior work shows that elastically suspending a load can yield either an increase or decrease in the energetic cost of human walking, depending primarily on the suspension stiffness, load, and walking speed. It would be useful to have a simple explanation that reconciles apparent differences in existing data. The objective of this paper is to help explain different energetic outcomes found with experimental load suspension backpacks and to systematically investigate the effect of load suspension parameters on the energetic cost of human walking. A simple two-degree-of-freedom model is used to approximate the energetic cost of human walking with a suspended load. The energetic predictions of the model are consistent with existing experimental data and show how the suspension parameters, load mass, and walking speed can affect the energetic cost of walking. In general, the energetic cost of walking with a load is decreased compared to that of a stiffly-attached load when the natural frequency of a load suspension is tuned significantly below the resonant walking frequency. The model also shows that a compliant load suspension is more effective in reducing the energetic cost of walking with low suspension damping, high load mass, and fast walking speed. This simple model could improve our understanding of how elastic load-carrying devices affect the energetic cost of walking with a load.     

Determinants of gait stability while walking on a treadmill: A machine learning approach

Dynamic balance in human locomotion can be assessed through the local dynamic stability (LDS) method. Whereas gait LDS has been used successfully in many settings and applications, little is known about its sensitivity to individual characteristics of healthy adults. Therefore, we reanalyzed a large dataset of accelerometric data measured for 100 healthy adults from 20 to 70 years of age performing 10 min treadmill walking. We sought to assess the extent to which the variations of age, body mass and height, sex, and preferred walking speed (PWS) could influence gait LDS. The random forest (RF) and multiple adaptive regression splines (MARS) algorithms were selected for their good bias-variance tradeoff and their capabilities to handle nonlinear associations. First, through variable importance measure (VIM), we used RF to evaluate which individual characteristics had the highest influence on gait LDS. Second, we used MARS to detect potential interactions among individual characteristics that may influence LDS. The VIM and MARS results indicated that PWS and age correlated with LDS, whereas no associations were found for sex, body height, and body mass. Further, the MARS model detected an age by PWS interaction: on one hand, at high PWS, gait stability is constant across age while, on the other hand, at low PWS, gait instability increases substantially with age. We conclude that it is advisable to consider the participants’ age as well as their PWS to avoid potential biases in evaluating dynamic balance through LDS.     

Dynamics and stability of lateral plane locomotion on inclines

An actuated, lateral leg spring model is developed to investigate lateral plane locomotion dynamics and stability on inclines. A single actuation input, the force-free leg length, is varied in a feedforward fashion to explicitly and implicitly match prescribed lateral and fore-aft force profiles, respectively. Forward dynamic simulations incorporating the prescribed leg actuation are employed to identify periodic orbits for gaits in which the leg acts to either push the body away from or pull the body towards the foot placement point. Gait stability and robustness to external perturbation are found to vary significantly as a function of slope and velocity for each type of leg function. Results of these analyses suggest that the switch in leg function from pushing to pulling is governed by gait robustness, and occurs at increasing inclines for increasing velocities.     

Spring-mass running: simple approximate solution and application to gait stability

The planar spring-mass model is frequently used to describe bouncing gaits (running, hopping, trotting, galloping) in animal and human locomotion and robotics. Although this model represents a rather simple mechanical system, an analytical solution predicting the center of mass trajectory during stance remains open. We derive an approximate solution in elementary functions assuming a small angular sweep and a small spring compression during stance. The predictive power and quality of this solution is investigated for model parameters relevant to human locomotion. The analysis shows that (i), for spring compressions of up to 20% (angle of attack > or = 60 degree, angular sweep < or = 60 degree) the approximate solution describes the stance dynamics of the center of mass within a 1% tolerance of spring compression and 0.6 degree tolerance of angular motion compared to numerical calculations, and (ii), despite its relative simplicity, the approximate solution accurately predicts stable locomotion well extending into the physiologically reasonable parameter domain. (iii) Furthermore, in a particular case, an explicit parametric dependency required for gait stability can be revealed extending an earlier, empirically found relationship. It is suggested that this approximation of the planar spring-mass dynamics may serve as an analytical tool for application in robotics and further research on legged locomotion.     

Assessing metabolic constraints on the maximum body size of actinopterygians: locomotion energetics of Leedsichthys problematicus (Actinopterygii,Pachycormiformes)

Maximum sizes attained by living actinopterygians are much smaller than those reached by chondrichthyans. Several factors, including the high metabolic requirements of bony fishes, have been proposed as possible body‐size constraints but no empirical approaches exist. Remarkably, fossil evidence has rarely been considered despite some extinct actinopterygians reaching sizes comparable to those of the largest living sharks. Here, we have assessed the locomotion energetics of Leedsichthys problematicus, an extinct gigantic suspension‐feeder and the largest actinopterygian ever known, shedding light on the metabolic limits of body size in actinopterygians and the possible underlying factors that drove the gigantism in pachycormiforms. Phylogenetic generalized least squares analyses and power performance curves established in living fishes were used to infer the metabolic budget and locomotion cost of L. problematicus in a wide range of scenarios. Our approach predicts that specimens weighing up to 44.9 tonnes would have been energetically viable and suggests that similar body sizes could also be possible among living taxa, discarding metabolic factors as likely body size constraints in actinopterygians. Other aspects, such as the high degree of endoskeletal ossification, oviparity, indirect development or the establishment of other large suspension‐feeders, could have hindered the evolution of gigantism among post‐Mesozoic ray‐finned fish groups. From this perspective, the evolution of anatomical innovations that allowed the transition towards a suspension‐feeding lifestyle in medium‐sized pachycormiforms and the emergence of ecological opportunity during the Mesozoic are proposed as the most likely factors for promoting the acquisition of gigantism in this successful lineage of actinopterygians.     

Dynamic gait stability of treadmill versus overground walking in young adults

Treadmill has been broadly used in laboratory and rehabilitation settings for the purpose of facilitating human locomotion analysis and gait training. The objective of this study was to determine whether dynamic gait stability differs or resembles between the two walking conditions (overground vs. treadmill) among young adults. Fifty-four healthy young adults (age: 23.9 ± 4.7 years) participated in this study. Each participant completed five trials of overground walking followed by five trials of treadmill walking at a self-selected speed while their full body kinematics were gathered by a motion capture system. The spatiotemporal gait parameters and dynamic gait stability were compared between the two walking conditions. The results revealed that participants adopted a “cautious gait” on the treadmill compared with over ground in response to the possible inherent challenges to balance imposed by treadmill walking. The cautious gait, which was achieved by walking slower with a shorter step length, less backward leaning trunk, shortened single stance phase, prolonged double stance phase, and more flatfoot landing, ensures the comparable dynamic stability between the two walking conditions. This study could provide insightful information about dynamic gait stability control during treadmill ambulation in young adults.     

Dynamics and stability of legged locomotion in the horizontal plane: a test case using insects

 Motivated by experimental studies of insects, we propose a model for legged locomotion in the horizontal plane. A three-degree-of freedom, energetically conservative, rigid-body model with a pair of compliant virtual legs in intermittent contact with the ground allows us to study how dynamics depends on parameters such as mass, moment of inertia, leg stiffness, and length. We find periodic gaits, and show that mechanics alone can confer asymptotic stability of relative heading and body angular velocity. We discuss the relevance of our idealized models to experiments and simulations on insect running, showing that their gait and force characteristics match observations reasonably well. We perform parameter studies and suggest that our model is relevant to the understanding of locomotion dynamics across species. Received: 17 April 2001 / Accepted in revised form: 20 November 2001     

Balancing requirements for stability and maneuverability in cetaceans

The morphological designs of animals represent a balance betweenstability for efficient locomotion and instability associatedwith maneuverability. Morphologies that deviate from designsassociated with stability are highly maneuverable. Major featuresaffecting maneuverability are positions of control surfacesand flexibility of the body. Within odontocete cetaceans (i.e.,toothed whales), variation in body design affects stabilityand turning performance. Position of control surfaces (i.e.,flippers, fin, flukes, peduncle) provides a generally stabledesign with respect to an arrow model. Destabilizing forcesgenerated during swimming are balanced by dynamic stabilizationdue to the phase relationships of various body components. Cetaceanswith flexible bodies and mobile flippers are able to turn tightlyat low turning rates, whereas fast-swimming cetaceans with lessflexibility and relatively immobile flippers sacrifice smallturn radii for higher turning rates. In cetaceans, body andcontrol surface mobility and placement appear to be associatedwith prey type and habitat. Flexibility and slow, precise maneuveringare found in cetaceans that inhabit more complex habitats, whereashigh-speed maneuvers are used by cetaceans in the pelagic environment.     

Mathematical modeling and simulation of seated stability

Various methods have been used to quantify the kinematic variability or stability of the human spine. However, each of these methods evaluates dynamic behavior within the stable region of state space. In contrast, our goal was to determine the extent of the stable region. A 2D mathematical model was developed for a human sitting on an unstable seat apparatus (i.e., the “wobble chair”). Forward dynamic simulations were used to compute trajectories based on the initial state. From these trajectories, a scalar field of trajectory divergence was calculated, specifically a finite time Lyapunov exponent (FTLE) field. Theoretically, ridges of local maxima within this field are expected to partition the state space into regions of qualitatively different behavior. We found that ridges formed at the boundary between regions of stability and failure (i.e., falling). The location of the basin of stability found using the FTLE field matched well with the basin of stability determined by an alternative method. In addition, an equilibrium manifold was found, which describes a set of equilibrium configurations that act as a low dimensional attractor in the controlled system. These simulations are a first step in developing a method to locate state space boundaries for torso stability. Identifying these boundaries may provide a framework for assessing factors that contribute to health risks associated with spinal injury and poor balance recovery (e.g., age, fatigue, load/weight, and distribution). Furthermore, an approach is presented that can be adapted to find state space boundaries in other biomechanical applications.     

A model of neuro-musculo-skeletal system for human locomotion under position constraint condition

The human locomotion was studied on the basis of the interaction of the musculo-skeletal system, the neural system and the environment. A mathematical model of human locomotion under position constraint condition was established. Besides the neural rhythm generator, the posture controller and the sensory system, the environment feedback controller and the stability controller were taken into account in the model. The environment feedback controller was proposed for two purposes, obstacle avoidance and target position control of the swing foot. The stability controller was proposed to imitate the self-balancing ability of a human body and improve the stability of the model. In the stability controller, the ankle torque was used to control the velocity of the body gravity center. A prediction control algorithm was applied to calculate the torque magnitude of the stability controller. As an example, human stairs climbing movement was simulated and the results were given. The simulation result proved that the mathematical modeling of the task was successful.     

The effect of unstable loading versus unstable support conditions on spine rotational stiffness and spine stability during repetitive lifting

Lumbar spine stability has been extensively researched due to its necessity to facilitate load-bearing human movements and prevent structural injury. The nature of certain human movement tasks are such that they are not equivalent in levels of task-stability (i.e. the stability of the external environment). The goal of the current study was to compare the effects of dynamic lift instability, administered through both the load and base of support, on the dynamic stability (maximal Lyapunov exponents) and stiffness (EMG-driven model) of the lumbar spine during repeated sagittal lifts. Fifteen healthy males performed 23 repetitive lifts with varying conditions of instability at the loading and support interfaces. An increase in spine rotational stiffness occurred during unstable support scenarios resulting in an observed increase in mean and maximum Euclidean norm spine rotational stiffness (p=0.0011). Significant stiffening effects were observed in unstable support conditions about all lumbar spine axes with the exception of lateral bend. Relative to a stable control lifting trial, the addition of both an unstable load as well as an unstable support did not result in a significant change in the local dynamic stability of the lumbar spine (p=0.5592). The results suggest that local dynamic stability of the lumbar spine represents a conserved measure actively controlled, at least in part, by trunk muscle stiffening effects. It is evident therefore that local dynamic stability of the lumbar spine can be modulated effectively within a young-healthy population; however this may not be the case in a patient population.     

Motion analysis of an articulated locomotion model by video and telemetric data.

Traditional techniques of human motion analysis use markers located on body articulations. The position of each marker is extracted from each image. Temporal and kinematic analysis is given by matching these data with a reference model of the human body. However, as human skin is not rigidly linked with the skeleton, each movement causes displacements of the markers and induces uncertainty in results. Moreover, the experiments are mostly conducted in restricted laboratory conditions. The aim of our project was to develop a new method for human motion analysis which needs non-sophisticated recording devices, avoids constraints to the subject studied, and can be used in various surroundings such as stadiums or gymnasiums. Our approach consisted of identifying and locating body parts in image, without markers, by using a multi-sensory sensor. This sensor exploits both data given by a video camera delivering intensity images, and data given by a 3D sensor delivering in-depth images. Our goal, in this design, was to show up the feasibility of our approach. In any case the hardware we used could facilitate an automated motion analysis. We used a linked segment model which referred to Winter's model, and we applied our method not on a human subject but on a life size articulated locomotion model. Our approach consists of finding the posture of this articulated locomotion model in the image. By performing a telemetric image segmentation, we obtained an approximate correspondence between linked segment model position and locomotion model position. This posture was then improved by injecting segmentation results in an intensity image segmentation algorithm. Several tests were conducted with video/telemetric images taken in an outdoor surrounding with the articulated model. This real life-size model was equipped with movable joints which, in static positions, described two strides of a runner. With our fusion method, we obtained relevant limbs identification and location for most postures.     

A Phase-Dependent Hypothesis for Locomotor Functions of Human Foot Complex

The human foot is a very complex structure comprising numerous bones, muscles, ligaments and synovial joints. As the only component in contact with the ground, the foot complex delivers a variety of biomechanical functions during human locomotion, e.g. body support and propulsion, stability maintenance and impact absorption. These need the human foot to be rigid and damped to transmit ground reaction forces to the upper body and maintain body stability, and also to be compliant and resilient to moderate risky impacts and save energy. How does the human foot achieve these apparent conflicting functions？ In this study, we propose a phase-dependent hypothesis for the overall locomotor functions of the human foot complex based on in-vivo measurements of human natural gait and simulation results of a mathematical foot model. We propse that foot functions are highly dependent on gait phase, which is a major characteristics of human locomotion. In early stance just after heel strike, the foot mainly works as a shock absorber by moderating high impacts using the viscouselastic heel pad in both vertical and horizontal directions. In mid-stance phase （-80% of stance phase）, the foot complex can be considered as a springy rocker, reserving external mechanical work using the foot arch whilst moving ground contact point forward along a curved path to maintain body stability. In late stance after heel off, the foot complex mainly serves as a force modulator like a gear box, modulating effective mechanical advantages of ankle plantiflexor muscles using metatarsal-phalangeal joints. A sound under- standing of how diverse functions are implemented in a simple foot segment during human locomotion might be useful to gain insight into the overall foot locomotor functions and hence to facilitate clinical diagnosis, rehabilitation product design and humanoid robot development.     

Effect of load position on muscle forces, internal loads and stability of the human spine in upright postures

A novel kinematics-based approach coupled with a non-linear finite element model was used to investigate the effect of changes in the load position and posture on muscle activity, internal loads and stability margin of the human spine in upright standing postures. In addition to 397 N gravity, external loads of 195 and 380 N were considered at different lever arms and heights. Muscle forces, internal loads and stability margin substantially increased as loads displaced anteriorly away from the body. Under same load magnitude and location, adopting a kyphotic posture as compared with a lordotic one increased muscle forces, internal loads and stability margin. An increase in the height of a load held at a fixed lever arm substantially diminished system stability thus requiring additional muscle activations to maintain the same margin of stability. Results suggest the importance of the load position and lumbar posture in spinal biomechanics during various manual material handling operations.     

Mechanical models for insect locomotion: dynamics and stability in the horizontal plane I. Theory

We study the dynamics and stability of legged locomotion in the horizontal plane. Motivated by experimental studies of insects, we develop two- and three-degree-of freedom rigid body models with pairs of ‘virtual’ elastic legs in intermittent contact with the ground. We focus on conservative compliant-legged models, but we also consider prescribed forces, prescribed leg displacements, and combined strategies. The resulting mechanical systems exhibit periodic gaits whose stability characteristics are due to intermittent foot contact, and are largely determined by geometrical criteria. Most strikingly, we show that mechanics alone can confer asymptotic stability in heading and body orientation. In a companion paper, we apply our results to rapidly running cockroaches. Received: 6 September 1999 / Accepted in revised form: 8 May 2000     

The evolution of human running: effects of changes in lower-limb length on locomotor economy

Previous studies have differed in expectations about whether long limbs should increase or decrease the energetic cost of locomotion. It has recently been shown that relatively longer lower limbs (relative to body mass) reduce the energetic cost of human walking. Here we report on whether a relationship exists between limb length and cost of human running. Subjects whose measured lower-limb lengths were relatively long or short for their mass (as judged by deviations from predicted values based on a regression of lower-limb length on body mass) were selected. Eighteen human subjects rested in a seated position and ran on a treadmill at 2.68 ms(-1) while their expired gases were collected and analyzed; stride length was determined from videotapes. We found significant negative relationships between relative lower-limb length and two measures of cost. The partial correlation between net cost of transport and lower-limb length controlling for body mass was r=-0.69 (p=0.002). The partial correlation between the gross cost of locomotion at 2.68 ms(-1) and lower-limb length controlling for body mass was r=-0.61 (p=0.009). Thus, subjects with relatively longer lower limbs tend to have lower locomotor costs than those with relatively shorter lower limbs, similar to the results found for human walking. Contrary to general expectation, a linear relationship between stride length and lower-limb length was not found.     

The validity of stability measures: A modelling approach

Measures calculated from unperturbed walking patterns, such as variability measures and maximum Floquet multipliers, are often used to study the stability of walking. However, it is unknown if, and to what extent, these measures correlate to the probability of falling.We studied whether in a simple model of human walking, i.e., a passive dynamic walker, the probability of falling could be predicted from maximum Floquet multipliers, kinematic state variability, and step time variability. We used an extended version of the basic passive dynamic walker with arced feet and a hip spring. The probability of falling was manipulated by varying the foot radius and hip spring stiffness, or varying these factors while co-varying the slope to keep step length constant.The simulation data indicated that Floquet multipliers and kinematic state variability correlated inconsistently with probability of falling. Step time variability correlated well with probability of falling, but a more consistent correlation with the probability of falling was found by calculating the variability of the log transform of the step time. Our findings speak against the use of maximum Floquet multipliers and suggest instead that variability of critical variables may be a good predictor of the probability to fall.