Development of a comprehensive musculoskeletal model of the shoulder and elbow

Comparing on-line continuous movement decoding with joints unconstrained and constrained based on a generic musculoskeletal model

Human-machine interface (HMI) has been extensively developed and applied in rehabilitation. However, the performance of amputees on continuous movement decoding was significantly decreased compared with that of able-bodied individuals. To explore the impact of the absence of joint movements on the performance of HMI in rehabilitation, a generic musculoskeletal model (MM) was employed in this study to evaluate and compare the performance of subjects completing a series of on-line tasks with the wrist and metacarpophalangeal (MCP) joints unconstrained and constrained. The performance of the generic MM has been demonstrated in previous studies. The electromyography (EMG) signals of four muscles were employed as inputs of the generic MM to realize the continuous movement decoding of wrist and MCP joints. Ten able-bodied subjects were recruited to perform the on-line tasks. The completion time, the number of overshoots, and the path efficiency of the tasks were taken as the indexes to quantify the subjects' performance. The muscle activation associated with the movement was analyzed. Across all tasks and subjects, the average values of the three indexes with the joints unconstrained were 7.7 s, 0.59, and 0.38, respectively, while those with the joints constrained were 17.86 s, 1.47, and 0.22, respectively. The results demonstrated that the subjects performed better with the wrist and MCP joints unconstrained than with those joints constrained in the on-line tasks, suggesting that the absence of joint movements can be a reason of the decreased performance of continuous movement decoding with HMIs. Meanwhile, it is revealed that the different performance on motion behaviors is caused by the absence of joint movements.

Does enforcing glenohumeral joint stability matter? A new rapid muscle redundancy solver highlights the importance of non-superficial shoulder muscles

The complexity of the human shoulder girdle enables the large mobility of the upper extremity, but also introduces instability of the glenohumeral (GH) joint. Shoulder movements are generated by coordinating large superficial and deeper stabilizing muscles spanning numerous degrees-of-freedom. How shoulder muscles are coordinated to stabilize the movement of the GH joint remains widely unknown. Musculoskeletal simulations are powerful tools to gain insights into the actions of individual muscles and particularly of those that are difficult to measure. In this study, we analyze how enforcement of GH joint stability in a musculoskeletal model affects the estimates of individual muscle activity during shoulder movements. To estimate both muscle activity and GH stability from recorded shoulder movements, we developed a Rapid Muscle Redundancy (RMR) solver to include constraints on joint reaction forces (JRFs) from a musculoskeletal model. The RMR solver yields muscle activations and joint forces by minimizing the weighted sum of squared-activations, while matching experimental motion. We implemented three new features: first, computed muscle forces include active and passive fiber contributions; second, muscle activation rates are enforced to be physiological, and third, JRFs are efficiently formulated as linear functions of activations. Muscle activity from the RMR solver without GH stability was not different from the computed muscle control (CMC) algorithm and electromyography of superficial muscles. The efficiency of the solver enabled us to test over 3600 trials sampled within the uncertainty of the experimental movements to test the differences in muscle activity with and without GH joint stability enforced. We found that enforcing GH stability significantly increases the estimated activity of the rotator cuff muscles but not of most superficial muscles. Therefore, a comparison of shoulder model muscle activity to EMG measurements of superficial muscles alone is insufficient to validate the activity of rotator cuff muscles estimated from musculoskeletal models.

Development of a more biofidelic musculoskeletal model with humeral head translation and glenohumeral ligaments

Computational musculoskeletal modeling is useful for understanding upper extremity biomechanics, especially when in vivo tests are unfeasible. A musculoskeletal model of the upper limb with increased biofidelity was developed by including humeral head translation (HHT) and ligaments. The model was validated and ligament contribution and effect of shoulder (thoracohumeral) elevation on HHT was evaluated. Humerus translated superiorly with increased elevation, with translations closely matching (avg. difference 2.83 mm) previous in vitro studies. HHT and ligament inclusion in the model will improve biomechanical predictions of upper extremity movements and study of conditions, like subacromial impingement, rotator cuff tear, or shoulder instability.

Biomechanical modeling for the estimation of muscle forces: toward a common language in biomechanics, medical engineering, and neurosciences

Different research fields, such as biomechanics, medical engineering or neurosciences take part in the development of biomechanical models allowing for the estimation of individual muscle forces involved in motor action. The heterogeneity of the terminology used to describe these models according to the research field is a source of confusion and can hamper collaboration between the different fields. This paper proposes a common language based on lexical disambiguation and a synthesis of the terms used in the literature in order to facilitate the understanding of the different elements of biomechanical modeling for force estimation, without questioning the relevance of the terms used in each field or the different model components or their interest. We suggest that the description should start with an indication of whether the muscle force estimation problem is solved following the physiological movement control (from the nervous drive to the muscle force production) or in the opposite direction. Next, the suitability of the model for force production estimation at a given time or for monitoring over time should be specified. Authors should pay particular attention to the method description used to find solutions, specifying whether this is done during or after data collection, with possible method adaptations during processing. Finally, the presence of additional data must be specified by indicating whether they are used to drive, assist, or calibrate the model. Describing and classifying models in this way will facilitate the use and application in all fields where the estimation of muscle forces is of real, direct, and concrete interest.

A computational musculoskeletal arm model for assessing muscle dysfunction in chronic obstructive pulmonary disease

Computational models have been used extensively to assess diseases and disabilities effects on musculoskeletal system dysfunction. In the current study, we developed a two degree-of-freedom subject-specific second-order task-specific arm model for characterizing upper-extremity function (UEF) to assess muscle dysfunction due to chronic obstructive pulmonary disease (COPD). Older adults (65 years or older) with and without COPD and healthy young control participants (18 to 30 years) were recruited. First, we evaluated the musculoskeletal arm model using electromyography (EMG) data. Second, we compared the computational musculoskeletal arm model parameters along with EMG-based time lag and kinematics parameters (such as elbow angular velocity) between participants. The developed model showed strong cross-correlation with EMG data for biceps (0.905, 0.915) and moderate cross-correlation for triceps (0.717, 0.672) within both fast and normal pace tasks among older adults with COPD. We also showed that parameters obtained from the musculoskeletal model were significantly different between COPD and healthy participants. On average, higher effect sizes were achieved for parameters obtained from the musculoskeletal model, especially for co-contraction measures (effect size = 1.650 ± 0.606, p < 0.001), which was the only parameter that showed significant differences between all pairwise comparisons across the three groups. These findings suggest that studying the muscle performance and co-contraction, may provide better information regarding neuromuscular deficiencies compared to kinematics data. The presented model has potential for assessing functional capacity and studying longitudinal outcomes in COPD.

A novel method for estimating sternoclavicular posterior rotation with promising accuracy: A validity comparison with minimizing acromioclavicular rotation approach

The human shoulder complex's motion is modeled by nine rotational degrees of freedom (DoF) at the sternoclavicular (SC), acromioclavicular (AC), and glenohumeral joints. Non-invasive measurement of these rotations is desirable for shoulder kinematic assessment or musculoskeletal modeling. Accuracy of the conventional method for estimating SC posterior rotation is unclear and might be overestimated because it assumes no rotation in the AC joint. We aimed to explore whether our new method, allowing AC rotation, provides a more accurate estimation of SC posterior rotation than the conventional method. We compared estimates by both methods, in 18 postures among 8 healthy men, with those measured by the registration method from magnetic resonance images. Posthoc analyses showed significant differences between the registration and conventional methods in all 18 postures and in only one posture when compared to our method. While the conventional method tended toward overestimation and showed a 22.7° root-mean-square error for all postures, the new method had greater accuracy (6.8° root-mean-square error). By combining this method with the scapulothoracic rotation measurement method and other traditional methods, it should be possible to indirectly measure 3-DoF AC rotation, implying that non-invasive measurement of all 9-DoF rotations of the shoulder complex would now be possible.

Latarjet's muscular alterations increase glenohumeral joint stability: A theoretical study

The surgical Latarjet procedure aims to stabilise the glenohumeral joint following anterior dislocations. Despite restoring joint stability, the procedure introduces alterations of muscle paths which likely modify the shoulder dynamics. Currently, these altered muscular functions and their implications are unclear. Hence, this work aims to predict changes in muscle lever arms, muscle and joint forces following a Latarjet procedure by using a computational approach. Planar shoulder movements of ten participants were experimentally assessed. A validated upper-limb musculoskeletal model was utilised in two configurations, i.e., a baseline model, simulating normal joint, and a Latarjet model simulating its related muscular alterations. Muscle lever arms and differences in muscle and joint forces between models were derived from the experimental marker data and static optimisation technique. Lever arms of most altered muscles, hence their role, were substantially changed after Latarjet. Altered muscle forces varied by up to 15% of the body weight. Total glenohumeral joint force increased by up to 14% of the body weight after Latarjet, mostly due to increase in compression force. Our simulation indicated that the Latarjet muscular alterations lead to changes in the muscular recruitment and contribute to the stability of the glenohumeral joint by increasing compression force during planar motions.

A numerical study of the contact geometry and pressure distribution along the glenoid track

The glenoid track geometry and the contact forces acting on the glenohumeral joint at static positions of 30°, 60°, 90° and 120° of abduction with 90° of external rotation were evaluated using a finite element model of the shoulder that, differently from most usual approximations, accounts the humeral head translations and the deformable-to-deformable non-spherical joint contact. The model was based on data acquired from clinical exams of a single subject, including the proximal humerus, scapula, their respective cartilages concerning the glenohumeral joint, and the rotator cuff and deltoid muscles. The forces acting on the glenohumeral joint were estimated using a simulation framework consisting of an optimization procedure allied with finite element analysis that seeks the minimum muscle forces that stabilize the joint. The joint reaction force magnitude increases up to 680.25 N at 90° of abduction and decreases at further positions. From 60° onward the articular contact remains at the anterior region of the glenoid cartilage and follows an inferior to superior path at the posterior region of the humeral head cartilage. The maximum contact pressure of 3.104 MPa occurs at 90° abduction. Although translating inferiorly throughout the movement, the projection of the humeral head center at the glenoid plane remains at the central region of the glenoid surface. The model results qualitatively matched the trends observed in the literature and supports the consideration of the translational degrees of freedom to evaluate the joint contact mechanics.

The effects of anatomical errors on shoulder kinematics computed using multi-body models

Joint motion calculated using multi-body models and inverse kinematics presents many advantages over direct marker-based calculations. However, the sensitivity of the computed kinematics is known to be partly caused by the model and could also be influenced by the participants' anthropometry and sex. This study aimed to compare kinematics computed from an anatomical shoulder model based on medical images against a scaled-generic model and quantify the effects of anatomical errors and participants' anthropometry on the calculated joint angles. Twelve participants have had planar shoulder movements experimentally captured in a motion lab, and their shoulder anatomy imaged using an MRI scanner. A shoulder multi-body dynamics model was developed for each participant, using both an image-based approach and a scaled-generic approach. Inverse kinematics have been performed using the two different modelling procedures and the three different experimental motions. Results have been compared using Bland-Altman analysis of agreement and further analysed using multi-linear regressions. Kinematics computed via an anatomical and a scaled-generic shoulder models differed in average from 3.2 to 5.4 degrees depending on the task. The MRI-based model presented smaller limits of agreement to direct kinematics than the scaled-generic model. Finally, the regression model predictors, including anatomical errors, sex, and BMI of the participant, explained from 41 to 80% of the kinematic variability between model types with respect to the task. This study highlighted the consequences of modelling precision, quantified the effects of anatomical errors on the shoulder kinematics, and showed that participants' anthropometry and sex could indirectly affect kinematic outcomes.

Influence of rotator cuff integrity on loading and kinematics before and after reverse shoulder arthroplasty

Reverse Shoulder Arthroplasty has become a very common procedure for shoulder joint replacement, even for scenarios where an anatomical reconstruction would traditionally be used. Our hypothesis is that implanting a reverse prosthesis with a functional rotator cuff may lead to higher joint reaction force (JRF) and have a negative impact on the prosthesis. Available motion capture data during anterior flexion was input to a finite-element musculoskeletal shoulder model, and muscle activations were computed using inverse dynamics. Simulations were carried out for the intact joint as well as for various types of rotator cuff tears: superior (supraspinatus), superior-anterior (supraspinatus and subscapularis), and superior-posterior (supraspinatus, infraspinatus and teres minor). Each rotator cuff tear condition was repeated after shifting the humerus and the glenohumeral joint center of rotation to represent the effect of a reverse prosthesis. Changes in compressive, shear, and total JRF were analyzed. The model compared favorably to in vivo JRF measurements, and existing clinical and biomechanical knowledge. Implanting a reverse prosthesis with a functional rotator cuff or with an isolated supraspinatus tear led to more than 2 times higher compressive JRF than with massive rotator cuff tears (superior-anterior or superior-posterior), while the shear force remained comparable. The total JRF increased more than 1.5 times. While a lower shear to compressive ratio may reduce the risk of glenosphere loosening, higher JRF might increase the risk for other failure modes such as fracture or polyethylene wear of the reverse prosthesis.

A Matlab toolbox for scaled-generic modeling of shoulder and elbow

There still remains a barrier ahead of widespread clinical applications of upper extremity musculoskeletal models. This study is a step toward lifting this barrier for a shoulder musculoskeletal model by enhancing its realism and facilitating its applications. To this end, two main improvements are considered. First, the elbow and the muscle groups spanning the elbow are included in the model. Second, scaling routines are developed that scale model's bone segment inertial properties, skeletal morphologies, and muscles architectures according to a specific subject. The model is also presented as a Matlab toolbox with a graphical user interface to exempt its users from further programming. We evaluated effects of anthropometric parameters, including subject's gender, height, weight, glenoid inclination, and degenerations of rotator cuff muscles on the glenohumeral joint reaction force (JRF) predictions. An arm abduction motion in the scapula plane is simulated while each of the parameters is independently varied. The results indeed illustrate the effect of anthropometric parameters and provide JRF predictions with less than 13% difference compared to in vivo studies. The developed Matlab toolbox could be populated with pre/post operative patients of total shoulder arthroplasty to answer clinical questions regarding treatments of glenohumeral joint osteoarthritis.

Exploring the functional morphology of the Gorilla shoulder through musculoskeletal modelling

Musculoskeletal computer models allow us to quantitatively relate morphological features to biomechanical performance. In non‐human apes, certain morphological features have long been linked to greater arm abduction potential and increased arm‐raising performance, compared to humans. Here, we present the first musculoskeletal model of a western lowland gorilla shoulder to test some of these long‐standing proposals. Estimates of moment arms and moments of the glenohumeral abductors (deltoid, supraspinatus and infraspinatus muscles) over arm abduction were conducted for the gorilla model and a previously published human shoulder model. Contrary to previous assumptions, we found that overall glenohumeral abduction potential is similar between Gorilla and Homo. However, gorillas differ by maintaining high abduction moment capacity with the arm raised above horizontal. This difference is linked to a disparity in soft tissue properties, indicating that scapular morphological features like a cranially oriented scapular spine and glenoid do not enhance the abductor function of the gorilla glenohumeral muscles. A functional enhancement due to differences in skeletal morphology was only demonstrated in the gorilla supraspinatus muscle. Contrary to earlier ideas linking a more obliquely oriented scapular spine to greater supraspinatus leverage, our results suggest that increased lateral projection of the greater tubercle of the humerus accounts for the greater biomechanical performance in Gorilla. This study enhances our understanding of the evolution of gorilla locomotion, as well as providing greater insight into the general interaction between anatomy, function and locomotor biomechanics.

Influence of glenohumeral joint muscle insertion on moment arms using a finite element model

Accurate muscle geometry is essential to estimate moment arms in musculoskeletal models. Given the complex interactions between shoulder structures, we hypothesized that finite element (FE) modelling is suitable to obtain physiological muscle trajectory. A FE glenohumeral joint model was developed based on medical imaging. Moment arms were computed and compared to literature and MRI-based estimation. Our FE model produces moment arms consistent with the literature and with MRI data (max 17 mm differences). The inferior and superior fibres of a same muscle can have opposite action; predictions of moment arms are sensitive to muscle insertion (up to 20 mm variation).

Evaluation of musculoskeletal modelling parameters of the shoulder complex during humeral abduction above 90°

Based on electromyographic data and force measurements within the shoulder joint, there is an indication that muscle and resulting joint reaction forces keep increasing over an abduction angle of 90°. In inverse dynamics models, no single parameter could be attributed to simulate this force behaviour accordingly. The aim of this work is to implement kinematic, kinetic and muscle model modifications to an existing model of the shoulder (AnyBody™) and assess their single and combined effects during abduction up to 140° humeral elevation. The kinematics and the EMG activity of 10 test subjects were measured during humeral abduction. Six modifications were implemented in the model: alternative wrapping of the virtual deltoid muscle elements, utilization of a three element Hill model, strength scaling, motion capture driven clavicle elevation/protraction, translation of the GH joint in dependency of the acting forces and an alteration of the scapula/clavicle rhythm. From the six modifications, 16 different combinations were considered. Parameter combinations with the Hill model changed the resultant GH joint reaction force and led to an increase in force during abduction of the humerus above 90°. Under the premise of muscle activities and forces within the GH joint rising after 90° of humeral abduction, we propose that the Hill type muscle model is a crucial parameter for accurately modelling the shoulder. Furthermore, the outcome of this study indicates that the Hill model induces the co-contraction of the muscles of the shoulder without the need of an additional stability criterion for an inverse dynamics approach.

Effect of rotator cuff muscle activation on glenohumeral kinematics: A cadaveric study

Healthy shoulder function requires the coordination of the rotator cuff muscles to maintain the humeral head's position in the glenoid. While glenohumeral stability has been studied in various settings, few studies have characterized the effect of dynamic rotator cuff muscle loading on glenohumeral translation during shoulder motion. We hypothesize that dynamic rotator cuff muscle activation decreases joint translation during continuous passive abduction of the humerus in a cadaveric model of scapular plane glenohumeral abduction. The effect of different rotator cuff muscle activity on glenohumeral translation was assessed using a validated shoulder testing system. The Dynamic Load profile is a novel approach, based on musculoskeletal modeling of human subject motion. Passive humeral elevation in the scapular plane was applied via the testing system arm, while the rotator cuff muscles were activated according to the specified force profiles using stepper motors and a proportional control feedback loop. Glenohumeral translation was defined according to the International Society of Biomechanics. The Dynamic load profile minimized superior translation of the humeral head relative to the conventional loading profiles. The total magnitude of translation was not significantly different (0.805) among the loading profiles suggesting that the compressive forces from the rotator cuff primarily alter the direction of humeral head translation, not the magnitude. Rotator cuff muscle loading is an important element of cadaveric shoulder studies that must be considered to accurately simulate glenohumeral motion. A rotator cuff muscle activity profile based on human subject muscle activity reduces superior glenohumeral translation when compared to previous RC loading profiles.

Forces acting on the clavicle during shoulder abduction, forward humeral flexion and activities of daily living

BACKGROUND

The forces acting on the human clavicle in vivo are difficult if not impossible to measure. The goal of this study is to quantify the forces acting on the human clavicle during shoulder abduction, forward humeral elevation and three activities of daily living using the Delft Shoulder and Elbow Model.

METHODS

The Delft Shoulder and Elbow Model and a computed tomography scan of a clavicle were used to calculate the forces and moments acting on the entire clavicle and on three planes within the middle third of the clavicle during the simulated movements.

FINDINGS

The largest resultant force simulated across the clavicle was 126 N during abduction. Maximum resultant moments of 2.4 Nm were identified during both abduction and forward humeral elevation. The highest forces in the middle third of the clavicle were of a compressive nature along the longitudinal axis of the clavicle, increasing to 97 N during forward humeral elevation and 91 N during abduction. Forces in opposite direction along the y-axis were identified on either side of the conoid ligament. The three simulated activities of daily living had similar ranges of forces and moments irrespective of the sagittal plane in which these activities were performed.

INTERPRETATION

Peak forces occurred at different locations on the middle third of the clavicle during different movements. The results create an understanding of the forces and their distribution across the clavicle during activities of daily living. These data may be helpful in the development of clavicular fixation devices.

LEVEL OF EVIDENCE

Biomechanical study.

Scapulothoracic rhythm affects glenohumeral joint force

Hypothesis

Musculoskeletal computer models provide valuable insights into shoulder biomechanics. The shoulder is a complex joint composed of glenohumeral, scapulothoracic, acromioclavicular, and sternoclavicular articulations, whose function is largely dependent on the many muscles spanning these joints. However, the range of patient-to-patient variability in shoulder function is largely unknown. We therefore assessed the sensitivity of glenohumeral forces to population-based model input parameters that were likely to influence shoulder function.

Methods

We constructed musculoskeletal models of the shoulder in the AnyBody Modeling System (AnyBody Technology, Aalborg, Denmark). We used inverse dynamics and static optimization to solve for glenohumeral joint forces during a simulated shoulder elevation. We generated 1000 AnyBody models by uniformly distributing the following input parameters: subject height, scapulohumeral rhythm, humeral head radius, and acromiohumeral interval.

Results

Increasing body height increased glenohumeral joint forces. Increasing the ratio of scapulothoracic to glenohumeral elevation also increased forces. Increasing humeral head radius and acromiohumeral interval decreased forces. The relative sensitivity of glenohumeral joint forces to input parameters was dependent on the angle of shoulder elevation. We developed an efficient method of generating and simulating musculoskeletal models representing a large population of shoulder arthroplasty patients. We found that scapulohumeral rhythm had a significant influence on glenohumeral joint force.

Conclusions

This finding underscores the importance of more accurately measuring and simulating scapulothoracic motion rather than using fixed ratios or average scapulothoracic motion. This modeling approach can be used to generate virtual populations for conducting efficient simulations and generating statistical conclusions.

Modeling a rotator cuff tear: Individualized shoulder muscle forces influence glenohumeral joint contact force predictions

BACKGROUND

Rotator cuff tears in older individuals may result in decreased muscle forces and changes to force distribution across the glenohumeral joint. Reduced muscle forces may impact functional task performance, altering glenohumeral joint contact forces, potentially contributing to instability or joint damage risk. Our objective was to evaluate the influence of rotator cuff muscle force distribution on glenohumeral joint contact force during functional pull and axilla wash tasks using individualized computational models.

METHODS

Fourteen older individuals (age 63.4 yrs. (SD 1.8)) were studied; 7 with rotator cuff tear, 7 matched controls. Muscle volume measurements were used to scale a nominal upper limb model's muscle forces to develop individualized models and perform dynamic simulations of movement tracking participant-derived kinematics. Peak resultant glenohumeral joint contact force, and direction and magnitude of force components were compared between groups using ANCOVA.

FINDINGS

Results show individualized muscle force distributions for rotator cuff tear participants had reduced peak resultant joint contact force for pull and axilla wash (P ≤ 0.0456), with smaller compressive components of peak resultant force for pull (P = 0.0248). Peak forces for pull were within the glenoid. For axilla wash, peak joint contact was directed near/outside the glenoid rim for three participants; predictions required individualized muscle forces since nominal muscle forces did not affect joint force location.

INTERPRETATION

Older adults with rotator cuff tear had smaller peak resultant and compressive forces, possibly indicating increased instability or secondary joint damage risk. Outcomes suggest predicted joint contact force following rotator cuff tear is sensitive to including individualized muscle forces.

A Muscle-Specific Rehabilitation Training Method Based on Muscle Activation and the Optimal Load Orientation Concept

Training based on muscle-oriented repetitive movements has been shown to be beneficial for the improvement of movement abilities in human limbs in relation to fitness, athletic training, and rehabilitation training. In this paper, a muscle-specific rehabilitation training method based on the optimal load orientation concept (OLOC) was proposed for patients whose motor neurons are injured, but whose muscles and tendons are intact, to implement high-efficiency resistance training for the shoulder muscles, which is one of the most complex joints in the human body. A three-dimensional musculoskeletal model of the human shoulder was used to predict muscle forces experienced during shoulder movements, in which muscles that contributed to shoulder motion were divided into 31 muscle bundles, and the Hill model was used to characterize the force-length properties of the muscle. According to the musculoskeletal model, muscle activation was calculated to represent the muscle force. Thus, training based on OLOC was proposed by maximizing the activation of a specific muscle under each posture of the training process. The analysis indicated that the muscle-specific rehabilitation training method based on the OLOC significantly improved the training efficiency for specific muscles. The method could also be used for trajectory planning, load magnitude planning, and evaluation of training effects.

Changes in propulsion technique and shoulder complex loading following low-intensity wheelchair practice in novices

Background

Up to 80% of wheelchair users are affected by shoulder pain. The Clinical Practice Guidelines for preservation of upper limb function following spinal cord injury suggest that using a proper wheelchair propulsion technique could minimize the shoulder injury risk. Yet, the exact relationship between the wheelchair propulsion technique and shoulder load is not well understood.

Objective

This study aimed to examine the changes in shoulder loading accompanying the typical changes in propulsion technique following 80 min of low-intensity wheelchair practice distributed over 3 weeks.

Methods

Seven able-bodied participants performed the pre- and the post-test and 56 min of visual feedback-based low-intensity wheelchair propulsion practice. Kinematics and kinetics of propulsion technique were recorded during the pre- and the post-test. A musculoskeletal model was used to calculate muscle force and glenohumeral reaction force.

Results

Participants decreased push frequency (51→36 pushes/min, p = 0.04) and increased contact angle (68→94°, p = 0.02) between the pre- and the post-test. The excursion of the upper arm increased, approaching significance (297→342 mm, p = 0.06). Range of motion of the hand, trunk and shoulder remained unchanged. The mean glenohumeral reaction force per cycle decreased by 13%, approaching significance (268→232 N, p = 0.06).

Conclusions

Despite homogenous changes in propulsion technique, the kinematic solution to the task varied among the participants. Participants exhibited two glenohumeral reaction force distribution patterns: 1) Two individuals developed high force at the onset of the push, leading to increased peak and mean glenohumeral forces 2) Five individuals distributed the force more evenly over the cycle, lowering both peak and mean glenohumeral forces.

Shoulder Glenohumeral Elevation Estimation based on Upper Arm Orientation

In this paper, the shoulder glenohumeral displacement during the movement of the upper arm is studied. Four modeling approaches were examined and compared to estimate the humeral head elevation (vertical displacement) and translation (horizontal displacement). A biomechanics-inspired method was used firstly to model the glenohumeral displacement in which a least squares method was implemented for parameter identification. Then, three Gaussian process regression models were used in which the following variable sets were employed: i) shoulder adduction/abduction angle, ii) combination of shoulder adduction/abduction and flexion/extension angles, iii) overall upper arm orientation in the form of quaternions. In order to test the respective performances of these four models, we collected motion capture data and compared the models' representative capabilities. As a result, Gaussian process regression that considered the overall upper arm orientation outperformed the other modeling approaches; however, it should be noted that the other methods also provided accuracy levels that may be sufficient depending on task requirements.

In Vivo Assessment of Exercise-Induced Glenohumeral Cartilage Strain

BACKGROUND

The human shoulder joint is the most mobile joint in the body. While in vivo shoulder kinematics under minimally loaded conditions have been studied, it is unclear how glenohumeral cartilage responds to high-demand loaded exercise.

HYPOTHESIS

A high-demand upper extremity exercise, push-ups, will induce compressive strain in the glenohumeral articular cartilage, which can be measured with validated magnetic resonance imaging (MRI)-based techniques.

STUDY DESIGN

Descriptive laboratory study.

METHODS

High-resolution MRI was used to measure in vivo glenohumeral cartilage thickness before and after exercise among 8 study participants with no history of upper extremity injury or disease. Manual MRI segmentation and 3-dimensional modeling techniques were used to generate pre- and postexercise thickness maps of the humeral head and glenoid cartilage. Strain was calculated as the difference between pre- and postexercise cartilage thickness, normalized to the pre-exercise cartilage thickness.

RESULTS

Significant compressive cartilage strains of 17% ± 6% and 15% ± 7% (mean ± 95% CI) were detected in the humeral head and glenoid cartilage, respectively. The anterior region of the glenoid cartilage experienced a significantly higher mean strain (19% ± 6%) than the posterior region of the glenoid cartilage (12% ± 8%). No significant regional differences in postexercise humeral head cartilage strain were observed.

CONCLUSION

Push-ups induce compressive strain on the glenohumeral joint articular cartilage, particularly at the anterior glenoid. This MRI-based methodology can be applied to further the understanding of chondral changes in the shoulder under high-demand loading conditions.

CLINICAL RELEVANCE

These results improve the understanding of healthy glenohumeral cartilage mechanics in response to loaded upper extremity exercise. In the future, these methods can be applied to identify which activities induce high glenohumeral cartilage strains and deviations from normal shoulder function.

The Stabilizing Function of Superficial Shoulder Muscles Changes Between Single-Plane Elevation and Reaching Tasks

OBJECTIVE

The goal of this study was to determine whether and how much the stabilizing role of the shoulder muscles changes as a function of humeral elevation and the plane of elevation.

METHODS

A musculoskeletal model, comprising a personalized scapulohumeral rhythm, was used to calculate the ratio of shear over compressive force (stability ratio) of three rotator cuff muscles (supraspinatus, infraspinatus and subscapularis) and three superficial shoulder muscles (middle deltoid, clavicular part of pectoralis major and latissimus dorsi) during abduction, flexion and reaching movements in 10 healthy adults.

RESULTS

The range of the stability ratios was [Formula: see text] for the rotator cuff muscles compared to [Formula: see text] for the superficial shoulder muscles. In the superior-inferior direction, the stability ratios of all muscles changed with humeral elevation and for infraspinatus, subscapularis, latissimus dorsi and deltoid also with the plane of elevation. In the anterior-posterior direction, the stability ratios of all muscles changed with humeral elevation, except for the deltoid, and with the plane of elevation, except for the supraspinatus, with interaction effects in all muscles.

CONCLUSION

The rotator cuff muscles provide greater compression than shear forces during all tasks. The stabilizing function of the superficial shoulder muscles examined in this study varies during tasks.

SIGNIFICANCE

The findings can be used to predict in which movements the shoulder joint becomes more unstable and can be applied to understand how shear and compressive forces change in populations with abnormal shoulder motion.

An Experimental Method to Estimate Upper Limbs Inertial Parameters During Handcycling

This study proposes an experimental method to estimate personalized inertial parameters of upper limbs during handcycling by using a planar dynamic model. The handle forces are expressed as a product of a matrix describing the kinematics terms and a vector of inertial parameters of arm and forearm. The parameters are estimated by measuring the handle forces during a suitable "passive test" and inverting the mentioned matrix. The data were acquired while an operator actuated the handle and the subject's muscles were relaxed. To validate the estimation procedure, it was applied to a custom-made artificial arm mechanism, and the results were compared with its known parameters. The method was then used to estimate the inertial parameters of 6 human subjects. The estimated parameters were used to compute the exchanged forces and compared with the measured ones obtaining an average error of 14% both for F_x and F_y. These errors are significantly smaller than those obtained using dynamic parameters extracted from the literature to compute the forces, which were 50% for F_x and 19% for F_y. An individual evaluation of inertial parameters better describes interaction forces during handcycling, especially for subjects whose body structures are different from the average population.

B. G, João F. Influence of the Musculotendon Dynamics on the Muscle Force-Sharing Problem of the Shoulder—A Fully Inverse Dynamics Approach

Most dynamic simulations are based on inverse dynamics, being the time-dependent physiological nature of the muscle properties rarely considered due to numerical challenges. Since the influence of muscle physiology on the consistency of inverse dynamics simulations remains unclear, the purpose of the present study is to evaluate the computational efficiency and biological validity of four musculotendon models that differ in the simulation of the muscle activation and contraction dynamics. Inverse dynamic analyses are performed using a spatial musculoskeletal model of the upper limb. The muscle force-sharing problem is solved for five repetitions of unloaded and loaded motions of shoulder abduction and shoulder flexion. The performance of the musculotendon models is evaluated by comparing muscle activation predictions with electromyography (EMG) signals, measured synchronously with motion for 11 muscles, and the glenohumeral joint reaction forces estimated numerically with those measured in vivo. The results show similar muscle activations for all muscle models. Overall, high cross-correlations are computed between muscle activations and the EMG signals measured for all movements analyzed, which provides confidence in the results. The glenohumeral joint reaction forces estimated compare well with those measured in vivo, but the influence of the muscle dynamics is found to be negligible. In conclusion, for slow-speed, standard movements of the upper limb, as those studied here, the activation and musculotendon contraction dynamics can be neglected in inverse dynamic analyses without compromising the prediction of muscle and joint reaction forces.

sEMG-assisted inverse modelling of 3D lip movement: a feasibility study towards person-specific modelling

We propose a surface-electromyographic (sEMG) assisted inverse-modelling (IM) approach for a biomechanical model of the face to obtain realistic person-specific muscle activations (MA) by tracking movements as well as innervation trajectories. We obtained sEMG data of facial muscles and 3D positions of lip markers in six volunteers and, using a generic finite element (FE) face model in ArtiSynth, performed inverse static optimisation with and without sEMG tracking on both simulation data and experimental data. IM with simulated data and experimental data without sEMG data showed good correlations of tracked positions (0.93 and 0.67) and poor correlations of MA (0.27 and 0.20). When utilising the sEMG-assisted IM approach, MA correlations increased drastically (0.83 and 0.59) without sacrificing performance in position correlations (0.92 and 0.70). RMS errors show similar trends with an error of 0.15 in MA and of 1.10 mm in position. Therefore, we conclude that we were able to demonstrate the feasibility of an sEMG-assisted inverse modelling algorithm for the perioral region. This approach may help to solve the ambiguity problem in inverse modelling and may be useful, for instance, in future applications for preoperatively predicting treatment-related function loss.

Muscle function in glenohumeral joint stability during lifting task

Ensuring glenohumeral stability during repetitive lifting tasks is a key factor to reduce the risk of shoulder injuries. Nevertheless, the literature reveals some lack concerning the assessment of the muscles that ensure glenohumeral stability during specific lifting tasks. Therefore, the purpose of this study was to assess the stabilization function of shoulder muscles during a lifting task. Kinematics and muscle electromyograms (n = 9) were recorded from 13 healthy adults during a bi-manual lifting task performed from the hip to the shoulder level. A generic upper-limb OpenSim model was implemented to simulate glenohumeral stability and instability by performing static optimizations with and without glenohumeral stability constraints. This procedure enabled to compute the level of shoulder muscle activity and forces in the two conditions. Without the stability constraint, the simulated movement was unstable during 74%±16% of the time. The force of the supraspinatus was significantly increased of 107% (p<0.002) when the glenohumeral stability constraint was implemented. The increased supraspinatus force led to greater compressive force (p<0.001) and smaller shear force (p<0.001), which contributed to improved glenohumeral stability. It was concluded that the supraspinatus may be the main contributor to glenohumeral stability during lifting task.

Effects of Prosthetic Mismatch and Subscapularis Tear on Glenohumeral Contact Patterns in Total Shoulder Arthroplasty: A Numerical Musculoskeletal Analysis

Prosthetic components' mismatch and subscapularis (SC) tear are determining factors for glenoid failure complication in nonconforming total shoulder arthroplasty (NC-TSA). Risk factors are linked to glenoid prosthetic loading. However, the mechanisms underlying the clinical observations remain unclear. This study assessed the combined impact of mismatch and subscapularis tear on glenoid loading. It was assumed that adequate glenoid loading was associated with minimal, but non-null, humeral head translations and contact pressure, as well as with maximal glenoid contact area, and that the center of pressure (COP) on the glenoid would have a centered displacement pattern. A numerical model was used to achieve two objectives. The first was to verify whether an optimum mismatch existed, for which failure risk would be minimal. The second was to explore the effect of subscapularis tear on the position of applied forces on the glenoid. A shoulder AnyBody musculoskeletal model was adapted to the arthroplasty context by introducing humeral head translations and contact between implants. Ten simulations were computed to compare combinations of varying mismatches (1.4 mm, 3.4 mm, 6.4 mm, 8.6 mm, and 9 mm) with two shoulder conditions (intact-muscle or subscapularis tear). Humeral head translations, center-of-pressure, contact area, contact pressure, and glenohumeral joint contact forces were numerically estimated. Mismatches between 3.4 mm and 6.4 mm were associated with the most minimal humeral translations and contact pressure, as well as with maximal contact area. Center of pressure displacement pattern differed according to shoulder condition, with an outward anterior tendency in presence of tear.

RIGID MUSCULOSKELETAL MODELS OF THE HUMAN BODY SYSTEMS: A REVIEW

Advancing the knowledge of the biomechanics of the human body is essential to improve the clinical decision-makings of musculoskeletal disorders in the framework of in silico medicine. An impressive number of research projects focused on the development of rigid-body musculoskeletal models have been conducted over the world thanks to the new research directives. However, the application of these models in clinical practices remains a challenging issue. The objective of this review paper was to present the most current rigid-body musculoskeletal models of the human body systems and to analyze their trends and weaknesses for clinical applications. Then, recommendations were proposed for future researches toward fully clinical decision support. A systematic review process was performed. Well-selected studies related to the most current rigid-body 3D musculoskeletal models for each body system component (jaw, cervical spine, upper limbs, lumbar spine, and lower limbs) were summarized and explored. Trends in rigid musculoskeletal modeling are highlighted as personalization, new imaging techniques for specific joint kinematics, and computational efficiency. Weaknesses are highlighted as modeling assumptions, use of generic model, lack of modeling consensus, model validation, and parameter and model uncertainties. Future directions related to joint and muscle modeling, neuro-musculoskeletal modeling, model validation, data and model uncertainty quantification are recommended.

Finite element models of the human shoulder complex: a review of their clinical implications and modelling techniques

The human shoulder is a complicated musculoskeletal structure and is a perfect compromise between mobility and stability. The objective of this paper is to provide a thorough review of previous finite element (FE) studies in biomechanics of the human shoulder complex. Those FE studies to investigate shoulder biomechanics have been reviewed according to the physiological and clinical problems addressed: glenohumeral joint stability, rotator cuff tears, joint capsular and labral defects and shoulder arthroplasty. The major findings, limitations, potential clinical applications and modelling techniques of those FE studies are critically discussed. The main challenges faced in order to accurately represent the realistic physiological functions of the shoulder mechanism in FE simulations involve (1) subject-specific representation of the anisotropic nonhomogeneous material properties of the shoulder tissues in both healthy and pathological conditions; (2) definition of boundary and loading conditions based on individualised physiological data; (3) more comprehensive modelling describing the whole shoulder complex including appropriate three-dimensional (3D) representation of all major shoulder hard tissues and soft tissues and their delicate interactions; (4) rigorous in vivo experimental validation of FE simulation results. Fully validated shoulder FE models would greatly enhance our understanding of the aetiology of shoulder disorders, and hence facilitate the development of more efficient clinical diagnoses, non-surgical and surgical treatments, as well as shoulder orthotics and prosthetics. © 2016 The Authors. International Journal for Numerical Methods in Biomedical Engineering published by John Wiley & Sons Ltd.

Cervical Spine Injuries: A Whole-Body Musculoskeletal Model for the Analysis of Spinal Loading

Cervical spine trauma from sport or traffic collisions can have devastating consequences for individuals and a high societal cost. The precise mechanisms of such injuries are still unknown as investigation is hampered by the difficulty in experimentally replicating the conditions under which these injuries occur. We harness the benefits of computer simulation to report on the creation and validation of i) a generic musculoskeletal model (MASI) for the analyses of cervical spine loading in healthy subjects, and ii) a population-specific version of the model (Rugby Model), for investigating cervical spine injury mechanisms during rugby activities. The musculoskeletal models were created in OpenSim, and validated against in vivo data of a healthy subject and a rugby player performing neck and upper limb movements. The novel aspects of the Rugby Model comprise i) population-specific inertial properties and muscle parameters representing rugby forward players, and ii) a custom scapula-clavicular joint that allows the application of multiple external loads. We confirm the utility of the developed generic and population-specific models via verification steps and validation of kinematics, joint moments and neuromuscular activations during rugby scrummaging and neck functional movements, which achieve results comparable with in vivo and in vitro data. The Rugby Model was validated and used for the first time to provide insight into anatomical loading and cervical spine injury mechanisms related to rugby, whilst the MASI introduces a new computational tool to allow investigation of spinal injuries arising from other sporting activities, transport, and ergonomic applications. The models used in this study are freely available at simtk.org and allow to integrate in silico analyses with experimental approaches in injury prevention.

Neuro-fuzzy models for hand movements induced by functional electrical stimulation in able-bodied and hemiplegic subjects

Functional Electrical Stimulation (FES) may be effective as a therapeutic treatment for improving functional reaching and grasping. Upper-limb FES models for predicting joint torques/angles from stimulation parameters can be useful to support the iterative design and development of neuroprostheses. Most such models focused on shoulder or elbow joints and were defined for fixed electrode configurations. This work proposes the use of a Recurrent Fuzzy Neural Network (RFNN) for modeling FES induced wrist, thumb, and finger movements based on surface multi-field electrodes and kinematic data from able-bodied and neurologically impaired subjects. Different combinations of structure parameters comprising fuzzy term numbers and feedback approaches were tested and analyzed in order to see their effect on the model performance for six subjects. The results showed mean success rates in the range from 60% to 99% and best success rates in the range from 78% to 100% on test data for all subjects. No common trend was found across subjects regarding structure parameters. The model showed the ability to successfully reproduce the response to FES for both able-bodied and hemiplegic subjects at least with one of the tested combinations.

The biomechanical effect of clavicular shortening on shoulder muscle function, a simulation study

BACKGROUND

Malunion of the clavicle with shortening after mid shaft fractures can give rise to long-term residual complaints. The cause of these complaints is as yet unclear.

METHODS

In this study we analysed data of an earlier experimental cadaveric study on changes of shoulder biomechanics with progressive shortening of the clavicle. The data was used in a musculoskeletal computer model to examine the effect of clavicle shortening on muscle function, expressed as maximal muscle moments for abduction and internal rotation.

FINDINGS

Clavicle shortening results in changes of maximal muscle moments around the shoulder girdle. The mean values at 3.6cm of shortening of maximal muscle moment changes are 16% decreased around the sterno-clavicular joint decreased for both ab- and adduction, 37% increased around the acromion-clavicular joint for adduction and 32% decrease for internal rotation around the gleno-humeral joint in resting position.

INTERPRETATION

Shortening of the clavicle affects muscle function in the shoulder in a computer model. This may explain for the residual complaints after short malunion with shortening.

LEVEL OF EVIDENCE

Basic Science Study. Biomechanics. Cadaveric data and computer model.

Exploration of shoulder load during hand-rim wheelchair start-up with and without power-assisted propulsion in experienced wheelchair users

BACKGROUND

Frequent start movements occurred during the day, yielding high upper-extremity stress. The high incidence and impact of shoulder injury on daily life wheelchair use made it clinically relevant to investigate whether power-assisted propulsion is beneficial during the start.

METHODS

Eleven hand-rim wheelchair users performed a start-movement in an instrumented wheelchair on a flat surface. Test order was randomly assigned to propulsion with and without power-assist. For each subject, parameters were averaged over 3 repeated starts. For statistical analysis Wilcoxon Signed Rank test was used.

FINDINGS

Intensity of mechanical shoulder loading decreased during power-assisted propulsion for anterior (147.0 (44.8) versus 121.9 (27.4) N; effect size (r)=-.75), posterior (4.8 (14.1) versus 2.7 (11.6) N; r=-.64) and inferior directed forces (82.6 (27.9) versus 68.9 (22.6) N; r=-.78) and abduction (20.2 (14.6) versus 12.9 (7.8) Nm; r=-.88) and extension moments (20.3 (10.7) versus 13.7 (9.1 Nm; r=-.88). Peak resultant force at the rim significantly decreased from 133.5 (38.4) N to 112.2 (25.4) N (r=-.64) and was accompanied by significant decreased shoulder abduction (35.3 (6.7) versus 33.3 (6.8); r=-.67) and significant increased shoulder extension (13.6 (16.3) versus 20.3 (19.1); r=-.78) during power-assisted start-up.

INTERPRETATION

Power-assist hand-rim wheelchairs are effective in reducing external shoulder load and partly effective in reducing force generation in extremes of shoulder motion during start-up. The use of power-assist wheels might reduce the risk of developing shoulder overuse injuries.

CLINICAL TRIAL REGISTRATION NUMBER

NTR2661.