Activation of the Shoulder Belt and Shoulder Muscles of Humans Related to Different Rates of Generation of Two-Joint Efforts by the Forearm

We studied coordination of central motor commands (CMCs) coming to the muscles that flex and extend the shoulder and elbow joints in the course of generation of voluntary isometric efforts of different directions by the forearm. Dependences of the characteristics of these commands on the direction of the effort and rate of its generation were analyzed. Amplitudes of rectified and averaged EMGs recorded from a number of shoulder belt and shoulder muscles were considered correlates of the CMC intensity. The development of the effort of a given direction and rate of rise was realized in the horizontal-plane operational space; the arm position corresponded to the 30 deg angle in the shoulder joint (external angle with respect to the frontal plane) and 90 deg angle in the elbow joint. We plotted sector diagrams of the relative changes in the level of dynamic and stationary phases of EMG activity of the studied muscles for the entire set of directions of the efforts generated with different rates of rise. In the course of formation of rapid two-joint isometric efforts, realization of nonsynergic motor tasks (extension of one joint and flexion of another one, and vice versa) required significant activation of muscles of different functional directions for both joints. Time organization of EMG activity of extensors and flexors of the shoulder and elbow joints related to the maximum and relatively rapid generation of the effort (rise time 0.12 to 0.13 and 0.25 sec, respectively) was rather complex and included dynamic and stationary phases. With these time parameters of generation of the efforts (both flexion and extension), the appearance at the stationary effort of 40 N was controlled based on coordinated interaction of dynamic phases of the activation of agonistic and antagonistic muscles. It is concluded that CMCs coming to extensors and flexors of both joints upon generation of rapid isometric efforts are rather similar in their parameters to those under conditions of realization of the forearm movements in the space in an isotonic mode.     

Peculiarities of Activation of Muscles of the Shoulder Belt in Voluntary Two-Joint Movements of the Upper Limb

We studied coordination of central motor commands (СMCs) coming to muscles of the shoulder and shoulder belt in the course of single-joint and two-joint movements including flexion and extension of the elbow and shoulder joints. Characteristics of rectified and averaged EMGs recorded from a few muscles of the upper limb were considered correlates of the CMC parameters. Special attention was paid to coordination of CMCs coming to two-joint muscles that are able to function as common flexors (m. biceps brachii, caput breve, BBcb) and common extensors (m. triceps brachii, caput longum, TBcl) of the elbow and shoulder joints. Upper limb movements used in the tests included planar shifts of the arm from one spatial point to another resulting from either simultaneous changes in the angles of the shoulder and elbow joints or isolated sequential (two-stage) changes in these joint angles. As was found, shoulder muscles providing movements of the elbow with changes in the angle of the elbow joint, i.e., BBcb and TBcl, were also intensely involved in the performance of single-joint movements in the shoulder joint. The CMCs coming to two-joint muscles in the course of two-joint movements appeared, in the first approximation, as sums of the commands received by these muscles in the course of corresponding single-joint movements in the elbow and shoulder joints. Therefore, if we interpret the isolated forearm movement performed due to a change in the angle of the elbow joint as the main motor event, while the shoulder movement is considered the accessory one, we can conclude that realization of a two-joint movement of the upper-limb distal part is based on superposition of CMCs related to basic movements (main and accessory). Neirofiziologiya/Neurophysiology, Vol. 41, No. 1, pp. 48–56, January–February, 2009.     

Central Activation of the Upper Limb Muscles in Humans Related to Creation of an Isometric Effort: Dependence on the Position of the Point of Force Application within the Operational Space

We examined the peculiarities of central coordination of motor commands coming to the muscles of the shoulder belt and shoulder in the course of generation of targeted isometric efforts by the arm. The dependence of these commands on changes in the effort direction and position of the forearm within the working space were analyzed. The intensity of the central commands was estimated according to the amplitudes of rectified and averaged EMGs recorded from the corresponding muscles. Sector diagrams of EMG activity of the above muscles depending on the direction of the effort vector, EV, were plotted [1]. Preferential sectors of activity where the efforts were formed due to activation of definite functional muscle groups were identified. As was found, the direction of these sectors depends significantly on the EV orientation. Differences between the patterns of coactivation of the examined muscles were demonstrated. Organization of the motor commands under conditions of creation of extensor efforts is distinguished by a more complex pattern than that related to flexor efforts. In the former case, the activity of extensor muscles is accompanied by more significant activation of the flexors.     

Movements of the Forearm and Shoulder Performed against the Gravitation Force: Target Positioning under Kinesthetic Control

In humans, we tested targeted movements of the forearm and shoulder performed in the vertical direction (in a parallel manner with respect to the sagittal plane). Movements were realized, first, with the possibility for visual control of the coincidence of the angle of the limb link axis vs the vertical and the target angle value (using an optic system and video recording), and, second, in the absence of the above control. Movements including flexion (i.e., movement against the gravitation force) – extension of the limb link with an individually selected convenient velocity were initiated and terminated according to the presentation of permissive sound signals; simultaneously, EMGs were recorded from a few muscles flexing and extending the elbow and shoulder joints. We analyzed systematic errors of target positioning of the forearm and shoulder in movements realized exclusively under kinesthetic control. In the case of isolated flexion of the forearm for a 90 deg target angle, such errors in all members of the examined group (n = 11) were positive. These errors were, on average, 8.1 ± 0.7 deg without loading and reached 11.2 ± 0.9 deg with introduction of a 10 to 30 N additional loading on the forearm. Isolated movements of the shoulder for a 70 deg target angle (performed without loading, with full extension of the forearm and its voluntary fixation) were accompanied by positive errors of 18.3 ± 1.1 deg, on average. Both the movements and positioning were performed due to changes in the levels of activity of the flexor muscles, with minimum involvement of the antagonists. The nonlinear properties of the receptor apparatus responsible for the formation of a kinesthetic estimate of the joint angle (first of all, of muscle spindles) are a fundamental reason for positive errors of target positioning of the limb links realized under kinesthetic control in the absence of the visual one.     

Effect of muscle length on surface EMG wave forms in isometric contractions

To elucidate the influence of muscle length on surface EMG wave form, comparisons were made of surface EMGs of the biceps and triceps brachii muscles during isometric contractions at different muscle lengths. Muscle lengths were altered by setting the elbow joint angle at several intervals between the limits of extension and flexion. The intensity of the isometric contractions was 25% of maximum voluntary contraction at the individual joint angles. Slowing was obvious in the EMG wave forms of biceps as muscle length increased. The so-called 'Piper rhythm' appeared when the muscle was more than moderately lengthened. The slowing trend with muscle lengthening, though less marked, was also seen in triceps. Zero-cross analysis revealed quasi-linear relationships between muscle length and slowing. Frequency analysis confirmed the development of 'Piper rhythm'. An attempt was made to interpret the slowing associated with muscle lengthening in terms of the propagation of myoelectric signals in muscle fibers. given the effect of muscle length on EMG wave forms, a careful control of joint angle may be required in assessing local making fatigue when using EMG spectral indices.     

Contrast of directional influence upon motor overflow between submaximal and maximal static exertions

This study investigated exertion-dependent motor overflow among healthy adults when they performed isometric tasks with contralateral joints in different task directions. Twenty healthy adults (10 males and 10 females, mean age = 26.2 yrs) were instructed to complete a set of isometric contractions of various force vectors with the shoulder, elbow, and wrist joints, in a total of ten motor tasks at submaximal and maximal intensities (50%, 100% maximal voluntary contractions). The electromyographical activities from eight muscles of the unexercised upper limb were recorded to characterize intensity of motor overflow during sustained isometric contraction. Both occurrence frequency and magnitude of motor overflow in terms of standardized net excitation (SNE) increased with exertion level for all joint movements (P < 0.001). Additionally, the motor overflow magnitude depended strongly on the task direction of maximal isometric contraction (P < 0.05). Motor overflow was particularly augmented by the contralateral isometric contractions where task directions were opposed to gravity. However, such a directional effect upon SNE was not evident during submaximal contraction (P > 0.05). The difference of the net excitation between maximal and submaximal contraction (DNE(100%-50%MVC) data) indicated that the pectoralis major and triceps brachii consistently exhibited a marked recruitment in reaction to change in task direction of isometric contraction. Patterned motor overflow may be physiologically relevant to topological mapping of the ipsilateral pathways and altered effectiveness of use-dependent interhemispherical connectivity. The current observations provide better insight into gain in muscle strength due to contralateral exercise.     

Maximum isometric arm forces in the horizontal plane

In this paper, we measured the maximum isometric force at the hand in eight directions in the horizontal plane and at five positions in the workplace. These endpoint forces were the result of shoulder horizontal adduction/abduction and elbow flexion/extension torques. We found that the normalized maximum forces of all the six subjects deviated less than 15%, despite intra-subject differences in muscle strength of more than a factor of two. The maximum forces were found to systematically depend on the force direction and on the hand position in the workspace. The largest forces were found in a direction approximately along the line connecting shoulder joint and hand, and the smallest forces perpendicular to that line, thereby forming an elliptically shaped pattern. The elongation of the pattern was the largest for those hand positions having the more extended elbow joint. By using a lumped six-muscle model, with two mono-articular muscle pairs and one bi-articular pair, we were able to predict the observed force patterns. Here, we assumed that one of the muscles generates its maximum force and the others adjust their output to point the endpoint force in the required direction. We used a principal component analysis of the surface EMGs of simultaneously measured representatives of four of the six muscles. With the same model, we were then able to determine the principal directions of all the six muscle groups.     

Activation of the Shoulder-Belt and Shoulder Muscles in Two-Joint Arm Movements Performed in Humans with the Action of Opposite Loadings

In tests on four volunteers, we examined coordination of central motor commands (CMCs) controlling slow two-joint movements of the arm within the horizontal plane. Current amplitudes of EMGs recorded from six muscles of the shoulder belt and shoulder and subjected to full-wave rectifying and low-frequency filtration were considered correlates of these commands. In particular, we studied the dependence of coordination of CMCs on the direction of an external force applied to the distal forearm part. As was found, coordination of CMCs significantly depends on the direction of the force flexing the elbow joint. According to our observations, EMGs of definite muscles in the case of performance of a two-joint movement can, in a first approximation, be presented as linear combinations of the EMGs recorded in the course of separate sequential single-joint movements under conditions of shifting the reference point of the hand toward the same point of the operational space as that in the two-joint movement. These data can be interpreted as confirmation of the principle of superposition of elementary CMCs in the performance of complex movements of the extremity.     

Directional effect on post-stroke motor overflow characteristics

Motor overflow (MO) is an involuntary muscle activation associated with strenuous contralateral movement and may become manifested after stroke. The study was undertaken to investigate physiological correlation underlying atypical directional effect of joint movement on post-stroke MO in the affected upper limb. Thirty patients with unilateral post-stroke hemiparesis and fifteen age-matched healthy controls participated in this study. According to motor function assessed with the Fugl-Meyer arm scale, the patients were categorized into two groups of equal number with better (CVA_G; n = 15) or poorer motor functions (CVA_P; n = 15). Surface electromyography (EMG) was used to record irradiated muscle activation from eight muscles of the affected upper limb when the subjects performed maximal isometric contractions in different directions with the unaffected shoulder, elbow and wrist joints. The results showed that only MO amplitude of the CVA_G and the control groups was more sensitive to variations in direction of joint movement in the unaffected arm than the CVA_P group. The CVA_G group exhibited larger amplitudes of MO than the control analog, whereas this tendency was reversed for the CVA_P group. In terms of EMG polar plots, spatial representations of post-stroke MO were insensitive to direction of contralateral movement. The spatial representations of the CVA_G and CVA_P groups were predominated by potent flexion-abduction synergy, contrary to the typical extension adduction synergy seen in the control analog. In conclusion, post-stroke MO amplitude was subject to contralateral movement direction for healthy controls and stroke patients with better motor recovery. However, alterations in MO spatial pattern due to directional effect were not strictly related to the degree of motor deficits of the stroke victims.     

Differences in stretch reflex responses of elbow flexor muscles during shortening, lengthening and isometric contractions

Stretch reflexes were evoked in elbow flexor muscles undergoing three different muscle contractions, i.e. isotonic shortening (SHO) and lengthening (LEN), and isometric (ISO) contractions. The intermuscle relationships for the magnitude of the stretch reflex component in the eletromyographic (EMG) activities of two main elbow flexor muscles, i.e. the biceps brachii (BB) and the brachioradialis (BRD), were compared among the three types of contractions. The subjects were requested to move their forearms sinusoidally (0.1 Hz) against a constant pre-load between elbow joint angles of 10° (0° = full extension) and 80° during SHO and LEN, and to keep an angle of 45° during the ISO. The perturbations were applied at the elbow angle of 45° in pseudo-random order. The EMG signals were rectified and averaged over a period of 100 ms before and 400 ms after the onset of the perturbation 40–50 times. From the ensemble averaged EMG waveform, the background activity (BGA), short (20–50 ms) and long latency (M2, 50–80, M3, 80–100 ms) reflex and voluntary activity (100–150 ms) components were measured. The results showed that both BGA and reflex EMG activity of the two elbow flexor muscles were markedly decreased during the lengthening contraction compared to the SHO and ISO contractions. Furthermore, the changes of reflex EMG components in the BRD muscle were more pronounced than those in the BB muscle, i.e. the ratios of M2 and M3 magnitudes between BRD and BB (BRD:BB) were significantly reduced during the LEN contractions. These results would suggest that the gain of long latency stretch reflex EMG activities in synergistic muscles might be modulated independently according to the model of muscle contraction. Accepted: 1 September 1997     

Electromyographic analysis of joint-dependent global synkinesis in the upper limb of healthy adults: laterality of intensity and symmetry of spatial representation.

The intensity and spatial representation of electromyographical (EMG) activity were examined to characterize the effects of limb dominance and movement direction upon global synkinesis (GS). Twenty-two healthy young subjects (11 men, 11 women) with a mean age of 24.7 years participated in this study. Three trials of EMG activities from eight primary muscles in the unexercised limb were recorded when a maximal isometric contraction in various directions was performed by the shoulder, elbow, and wrist of the dominant and non-dominant upper limbs. The features of GS, including intensity and spatial representation, were quantified with standardized net excitation levels (SNE) and relative excitation (RE), respectively. Our data indicated that (1) GS intensity was strongly limb-dependent with a larger SNE level arising when target joints of the non-dominant upper limb were active, (2) the GS intensity was more influenced by movement direction of the non-dominant limb than by that of the dominant limb, (3) the gradient change in GS intensity was observed bilaterally with a larger SNE level associated with contralateral movements of a proximal joint than a distal joint, and (4) GS spatial representations of the upper limbs were patterned and symmetrical, but seemly insensitive to movement direction. Laterality in GS intensity and structured GS spatial representation with symmetry could be a consequence of use-dependent hemispheric organization.     

Peculiarities of Activation of the Upper Limb Muscles in Realization of Two-Joint Movements in Humans

In tests on humans, we recorded EMG activity from the muscles flexing and extending the forearm and shoulder in the course of realization of sequential single-joint and simultaneous two-joint movements of the upper limb. As was shown, the shoulder muscles m. biceps brachii and m. triceps brachii are involved in flexion/extension of both elbow and shoulder joints. Central commands sent to the above muscles in the course of a two-joint movement could be considered a superposition of the central commands coming to the same muscles in realization of the corresponding sequential single-joint movements with the same changes in the angles of the elbow and shoulder joints. External loadings applied in the direction of extension of the elbow and shoulder joints induced, in general, similar changes in coordination of the activity of muscles moving the forearm and shoulder under conditions of both single-joint and two-joint movements. These facts allow us to suppose that coordination of the muscle activity in two-joint movements depends to a greater extent on the forces influencing limb links than on the mode of realization of the movements (two sequential single-joint movements vs a two-joint movement corresponding to the above motor events).     

Muscle synergy in isometric flexion of the elbow]

A technique was developed for calculating the torque generated by two individual muscles (biceps brachii and brachioradialis) that contribute to the isometric flexion of the elbow. The external torque is the sum of individual torques which are unknown. Each individual torque (CB or CBR) can be related to the corresponding integrated surface EMG (QB or QBR) by means of coefficients (pB or PBR). A block of several equations C = pB QB + pBR QBR is obtained by exploring several experimental conditions. In these conditions, isometric flexion efforts of the elbow were associated to isometric efforts of supination or pronation so as to vary integrated EMG by reciprocal inhibition. By means of a least square method it was possible to know the coefficients PB and PBR. With these coefficients, it was possible to calculate the individual torques generated by the biceps brachii and brachioradialis muscles in each experimental condition.     

In vivo measurements of moment arm lengths of three elbow flexors at rest and during isometric contractions

The purpose of this study was to determine in vivo moment arm lengths (MAs) of three elbow flexors at rest and during low- and relatively high-intensity contractions, and to examine the contraction intensity dependence of MAs at different joint positions. At 50°, 80° and 110° of elbow flexion, MAs of the biceps brachii, brachialis and brachioradialis were measured in 10 young men using sagittal images of the right arm obtained by magnetic resonance imaging, at rest and during 20% and 60% of isometric maximal voluntary elbow flexion. In most conditions, MAs increased with isometric contractions, which is presumably due to the contraction-induced thickening of the muscles. This phenomenon was especially evident in the flexed elbow positions. The influence of the contraction intensities on the increases in MAs varied across the muscles. These results suggest that in vivo measurements of each elbow flexor MA during contractions are essential to properly examine the effects on the interrelationships between elbow flexion torque and individual muscle forces.     

Shoulder muscle function depends on elbow joint position: an illustration of dynamic coupling in the upper limb

Shoulder muscle function has been documented based on muscle moment arms, lines of action and muscle contributions to contact force at the glenohumeral joint. At present, however, the contributions of individual muscles to shoulder joint motion have not been investigated, and the effects of shoulder and elbow joint position on shoulder muscle function are not well understood. The aims of this study were to compute the contributions of individual muscles to motion of the glenohumeral joint during abduction, and to examine the effect of elbow flexion on shoulder muscle function. A three-dimensional musculoskeletal model of the upper limb was used to determine the contributions of 18 major muscles and muscle sub-regions of the shoulder to glenohumeral joint motion during abduction. Muscle function was found to depend strongly on both shoulder and elbow joint positions. When the elbow was extended, the middle and anterior deltoid and supraspinatus were the greatest contributors to angular acceleration of the shoulder in abduction. In contrast, when the elbow was flexed at 90°, the anterior deltoid and subscapularis were the greatest contributors to joint angular acceleration in abduction. This dependence of shoulder muscle function on elbow joint position is explained by the existence of dynamic coupling in multi-joint musculoskeletal systems. The extent to which dynamic coupling affects shoulder muscle function, and therefore movement control, is determined by the structure of the inverse mass matrix, which depends on the configuration of the joints. The data provided may assist in the diagnosis of abnormal shoulder function, for example, due to muscle paralysis or in the case of full-thickness rotator cuff tears.     

Force-length, torque-angle and EMG-joint angle relationships of the human in vivo biceps brachii

The relationships of EMG and muscle force with elbow joint angle were investigated for muscle modelling purposes. Eight subjects had their arms fixed in an isometric elbow jig where the biceps brachii was electrically stimulated (30 Hz) and also in maximum voluntary contraction (MVC). Biceps EMG and elbow torque transduced at the wrist were recorded at 0.175 rad intervals through 1.75 rad of elbow extension. The results revealed that while the torque-length relationship displayed the classic inverted U pattern in both evoked and MVC conditions, the force-length relationship displayed a monotonically increasing pattern. Analyses of variance of the EMG data showed that there were no significant changes in the EMG amplitudes for the different joint angles during evoked or voluntary contractions. The result also showed that electrical stimulation can effectively isolated the torque-angle and force-length relationships of the biceps brachii and that the myoelectric signal during isometric contraction is uniform regardless of the length of the muscle or the joint angle.     

Shoulder muscular activity during isometric three-point kneeling exercise on stable and unstable surfaces

The purpose of this study was to determine if performing isometric 3-point kneeling exercises on a Swiss ball influenced the isometric force output and EMG activities of the shoulder muscles when compared with performing the same exercises on a stable base of support. Twenty healthy adults performed the isometric 3-point kneeling exercises with the hand placed either on a stable surface or on a Swiss ball. Surface EMG was recorded from the posterior deltoid, pectoralis major, biceps brachii, triceps brachii, upper trapezius, and serratus anterior muscles using surface differential electrodes. All EMG data were reported as percentages of the average root mean square (RMS) values obtained in maximum voluntary contractions for each muscle studied. The highest load value was obtained during exercise on a stable surface. A significant increase was observed in the activation of glenohumeral muscles during exercises on a Swiss ball. However, there were no differences in EMG activities of the scapulothoracic muscles. These results suggest that exercises performed on unstable surfaces may provide muscular activity levels similar to those performed on stable surfaces, without the need to apply greater external loads to the musculoskeletal system. Therefore, exercises on unstable surfaces may be useful during the process of tissue regeneration.     

Analysis of a muscular control system in human movements

In this work, we have studied a muscular control system under experimental conditions for analyzing the dynamic behavior of individual muscles and theoretical considerations for elucidating its control strategy. Movement of human limbs is achieved by joint torques and each torque is specified as the sum of torques generated by muscle forces. The behavior of individual muscles is controlled by the neural input which is estimated by means of an electromyogram (EMG). In this study, the EMGs for a flexor and an extensor are measured in elbow joint movements and the dynamic behavior of individual muscles is analyzed. As a result, it is verified that both a flexor and an extensor are activated throughout the entire movement and that the activation of muscles is controlled above a specific limit independent of the hand-held load. Subsequently, a system model for simulating elbow joint movements is developed which includes the muscle dynamic relationship between the neural input and the isometric force. The minimum limit of muscle activation that has been confirmed in experiments is provided as a constraint of the neural input and the criterion is defined by a derivative of the isometric force of individual muscles. The optimal trajectories formulated under these conditions are quantitatively compared with the experimentally observed trajectories, and the control strategy of a muscular control system is studied. Finally, a muscular control system in multi-joint arm movements is discussed with regard to the comparative analysis between observed and optimal trajectories. Received: 7 April 1999 / Accepted in revised form: 27 July 1999     

Obtaining maximum muscle excitation for normalizing shoulder electromyography in dynamic contractions

Muscle specific maximal voluntary isometric contractions (MVIC) are commonly used to elicit reference amplitudes to normalize electromyographic signals (EMG). It has been questioned whether this is appropriate for normalizing EMG from dynamic contractions. This study compares EMG amplitude when shoulder muscle activity from dynamic contractions is normalized to isometric and isokinetic maximal excitation as well as a hybrid approach currently used in our laboratory. Anterior, middle and posterior deltoid, upper and lower trapezius, pectoralis major, latissimus dorsi and infraspinatus were monitored during (1) manually resisted MVICs, and (2) maximum voluntary dynamic concentric contractions (MVDC) on an isokinetic dynamometer. Dynamic contractions were performed (a) at 30°/s about the longitudinal, frontal and sagittal axes of the shoulder, and (b) during manual bi-rotation of a tilted wheel at 120°/s. EMG from the wheel task was normalized to the maximum excitation from (i) the muscle specific MVIC, (ii) from any MVIC (MVIC_ALL), (iii) for any MVDC, (iv) from any exertion (maximum experimental excitation, MEE). Mean EMG from the wheel task was up to 45% greater when normalized to muscle specific isometric contractions (method i) than when normalized to MEE (method iv). Seventy-five percent of MEE’s occurred during MVDCs. This study presents an 20 useful and effective process for obtaining the greatest excitation from the shoulder muscles when normalizing dynamic efforts.     

Motor unit firing rates during isometric voluntary contractions performed at different muscle lengths

Firing rates of motor units and surface EMG were measured from the triceps brachii muscles of able-bodied subjects during brief submaximal and maximal isometric voluntary contractions made at 5 elbow joint angles that covered the entire physiological range of muscle lengths. Muscle activation at the longest, midlength, and shortest muscle lengths, measured by twitch occlusion, averaged 98%, 97%, and 93% respectively, with each subject able to achieve complete activation during some contractions. As expected, the strongest contractions were recorded at 90 degrees of elbow flexion. Mean motor unit firing rates and surface EMG increased with contraction intensity at each muscle length. For any given absolute contraction intensity, motor unit firing rates varied when muscle length was changed. However, mean motor unit firing rates were independent of muscle length when contractions were compared with the intensity of the maximal voluntary contraction (MVC) achieved at each joint angle.