Ergonomic effects of load carriage on energy cost of gradient walking

A predictive walking energy model based on gait phase with suspended backpack

Walking with heavy loads is a common task in military affairs and daily life. Considering that the shoulder and leg muscles fatigue will be caused during walking, which will affect the walking endurance and physical health. However, the suspended backpack is found to improve the energy efficiency of walking with a load. In this study, A lightweight suspended backpack is designed and proposing a model for estimating the metabolic cost of a suspended backpack based on gait phase. In this study, four inertial measurement units (IMUs) are fixed on the thigh and shank, six flexible pressure sensors are mounted on the soles of the feet and shoulders, respectively. The gait is defined as four successive phases. For each phase, the muscle tension is solved based on the muscle moment balance theory. Based on the phase segmentation method, the ECCF index is calculated by adding the gait phase constraint and backpack data calculation into the energy prediction model, and the relatively accurate data is obtained. In addition, In order to study the effects of the suspended backpack with different parameters on the cost metabolism, gait phase and biomechanics, the subjects need to carry the same load of 16.5 kg to walk 400 m at the different speeds, respectively. A group of seven healthy subjects in the same walking condition need to conduct two experiments: suspended backpack work (SB) and ordinary backpack (OB). The experimental results show that the suspended backpack can reduce plantar pressure and shoulder pressure in the SB condition. And at the speed of 5.0 km/h, ground reaction force (GRF) and shoulder reaction force (SRF) were reduced by 11.59 % and 13.22 % in the SB condition compared to the OB condition, respectively.

Peak performance and cardiometabolic responses of modern US army soldiers during heavy, fatiguing vest-borne load carriage

INTRODUCTION

Physiological limits imposed by vest-borne loads must be defined for optimal performance monitoring of the modern dismounted warfighter.

PURPOSE

To evaluate how weighted vests affect locomotion economy and relative cardiometabolic strain during military load carriage while identifying key physiological predictors of exhaustion limits.

METHODS

Fifteen US Army soldiers (4 women, 11 men; age, 26 ± 8 years; height, 173 ± 10 cm; body mass (BM), 79 ± 16 kg) performed four incremental walking tests with different vest loads (0, 22, 44, or 66% BM). We examined the effects of vest-borne loading on peak walking speed, the physiological costs of transport, and relative work intensity. We then sought to determine which of the cardiometabolic indicators (oxygen uptake, heart rate, respiration rate) was most predictive of task failure.

RESULTS

Peak walking speed significantly decreased with successively heavier vest loads (p < 0.01). Physiological costs per kilometer walked were significantly higher with added vest loads for each measure (p < 0.05). Relative oxygen uptake and heart rate were significantly higher during the loaded trials than the 0% BM trial (p < 0.01) yet not different from one another (p > 0.07). Conversely, respiration rate was significantly higher with the heavier load in every comparison (p < 0.01). Probability modeling revealed heart rate as the best predictor of task failure (marginal R², 0.587, conditional R², 0.791).

CONCLUSION

Heavy vest-borne loads cause exceptional losses in performance capabilities and increased physiological strain during walking. Heart rate provides a useful non-invasive indicator of relative intensity and task failure during military load carriage.

Evaluating the human capacity of carrying loads without costs: A scoping review of the Free-Ride phenomenon

OBJECTIVES

Several researchers have obtained discordant results testing the human capability to transport loads without added locomotion costs. Carrying loads has an extended relevance to human ecology, thus a review of the Free-Ride phenomenon detection according to the existing literature is needed.

METHOD

A search was made in November 2021 in SCOPUS, Google Scholar, and Web of Science to identify studies comparing the energy expenditure of loaded and unloaded locomotion. Descriptive percentages were calculated with the data obtained from each study, and a Chi-squared (χ² ) independency test and a contingency table were applied to observe the relationship between sample characteristics, experimental procedures, and the detection of the Free-Ride.

RESULTS

A total of 45 studies met the inclusion criteria. Eighty two percent do not detect the Free-Ride phenomenon. The general detection is independent of sex, experience, load position, load size, and speed (p value >.05) although the papers detecting the Free-Ride have some common characteristics.

CONCLUSION

The literature does not support a Free-Ride capacity, but future research testing this phenomenon should consider the load size, the load position, the level of expertise, or the speed. As the Free-Ride is not generalizable, it can be hypothesized that other mechanisms may have emerged during human evolution to buffer the energetic demands of load carrying.

Physiological stress in flat and uphill walking with different backpack loads in professional mountain rescue crews

This study aimed to determine the interactive physiological effect of backpack load carriage and slope during walking in professional mountain rescuers. Sixteen mountain rescuers walked on a treadmill at 3.6 km/h for 5 min in each combination of three slopes (1%, 10%, 20%) and five backpack loads (0%, 10%, 20%, 30%, and 40% body weight). Relative heart rate (%HRmax), relative oxygen consumption (%VO₂max), and rating of perceived exertion (RPE, Borg 1-10 scale) were compared across conditions using two-way ANOVA. Significant differences in %VO₂max, %HRmax, and RPE across slopes and loads were found where burden increased directly with slope and load (main effect of slope, p < 0.001 for all; main effect of load, p < 0.001 for all). Additionally, significant slope by load interactions were found for all parameters, indicating an additive effect (p < 0.001 for all). Mountain rescuers should consider the physiological interaction between slope and load when determining safe occupational walking capacity.

Economical and preferred walking speed using body weight support apparatus with a spring-like characteristics

BACKGROUND

A specific walking speed minimizing the U-shaped relationship between energy cost of transport per unit distance (CoT) and speed is called economical speed (ES). To investigate the effects of reduced body weight on the ES, we installed a body weight support (BWS) apparatus with a spring-like characteristics. We also examined whether the 'calculated' ES was equivalent to the 'preferred' walking speed (PWS) with 30% BWS.

METHODS

We measured oxygen uptake and carbon dioxide output to calculate CoT values at seven treadmill walking speeds (0.67-2.00 m s^- 1) in 40 healthy young males under normal walking (NW) and BWS. The PWS was determined under both conditions on a different day.

RESULTS

A spring-like behavior of our BWS apparatus reduced the CoT values at 1.56, 1.78, and 2.00 m s^- 1. The ES with BWS (1.61 ± 0.11 m s^- 1) was faster than NW condition (1.39 ± 0.06 m s^- 1). A Bland-Altman analysis indicated that there were no systematic biases between ES and PWS in both conditions.

CONCLUSIONS

The use of BWS apparatus with a spring-like behavior reduced the CoT values at faster walking speeds, resulting in the faster ES with 30% BWS compared to NW. Since the ES was equivalent to the PWS in both conditions, the PWS could be mainly determined by the metabolic minimization in healthy young males. This result also derives that the PWS can be a substitutable index of the individual ES in these populations.

Treadmill load carriage overestimates energy expenditure of overground load carriage

This study compared physiological and biomechanical responses between treadmill and overground load carriage. Thirty adults completed six 10-minute walking trials across three loads (0, 20, and 40% body mass) and two surfaces (treadmill and overground). Relative oxygen consumption was significantly greater on the treadmill for 20% (1.54 ± 0.20 mL⋅kg^-1⋅min^-1) and 40% loads (1.08 ± 0.20 mL⋅kg^-1⋅min^-1). All other physiological and perceptual responses were significantly higher in the treadmill condition and with increases in load. Stance time was longer (0%: 0.05 s; 20%: 0.02 s, 40%: 0.05 s, p < 0.001) and cadence was lower (0%: 1 step·min^-1; 20%: 2 steps·min^-1; 40%: 3 steps·min^-1, p < 0.05) on the treadmill. Peak lower limb joint angles were similar between surfaces except for ankle plantar flexion, which was 8˚ greater on the treadmill. The physiological responses to treadmill-based load carriage are generally not transferable to overground load carriage and caution must be taken when conducting treadmill-based load carriage research to inform operational-based scenarios. Practitioner Summary: Literature is limited when comparing the physiological and biomechanical responses to treadmill and overground load carriage. Using a repeated measures design, it was shown that although walking kinematics are generally similar between surfaces, there was a greater physiological demand while carrying a load on a treadmill when compared with overground. Abbreviations: BM: body mass; e.g: for example; HR: heart rate; HR_max: heart rate maximum; Hz: hertz; kg: kilograms; km·h^-1: kilometres per hour; L⋅min^-1: litres per minute; m: metres; MD: mean difference; mL·kg^-1·min^-1: millilitres per kilogram per minute; mL⋅min^-1: millilitres per minute; η²p: partial-eta squared; OG: overground; RPE: rating of perceived exertion; s: seconds; SD: standard deviation; SE: standard error; steps·min^-1: steps per minute; TM: treadmill; V̇CO₂: volume of carbon dioxide; V̇E: ventilation; V̇O₂: volume of oxygen; V̇O_2max: maximum volume of oxygen; y: years.

Physiological and biomechanical effects on the human musculoskeletal system while carrying a suspended-load backpack

Many people need to carry heavy loads in a backpack to perform occupational, military, or recreational tasks. Suspended-load backpacks have been shown to reduce dynamic peak forces acting on the body and lower an individual's metabolic cost during walking. However, little is known about the physiological and biomechanical effects of a suspended-load backpack on the human musculoskeletal system. The goal of this study was to determine the impact of different types of backpacks on metabolic cost, joint kinetics, gait kinematics, and muscle activity while individuals carried the same load of 15 kg at a walking speed of 5 km/h and running speed of 7 km/h on an instrumented treadmill. A group of six healthy participants participated in experiments in which two different backpacks were worn under three different conditions: suspended-load backpack working condition (SLB_ON), suspended-load backpack locking condition (SLB_OFF), and ordinary backpack condition (ORB). The results showed that carrying the backpack in the SLB_ON condition can reduce lower limb muscle activities and biological joint work while decreasing the metabolic cost by 15.25 ± 4.21% and 8.81 ± 2.46% during walking and 12.53 ± 2.39% and 6.99 ± 2.37% during running compared to carrying the backpack in the SLB_OFF and the ORB conditions, respectively. However, the SLB_ON condition may cause increased shoulder strain and dynamic stability and balance problems. These results suggest that the control of load movement in a suspended-load backpack should be considered when locomotion performance is optimized in future studies.

Metabolic Costs of Standing and Walking in Healthy Military-Age Adults: A Meta-regression

INTRODUCTION

The Load Carriage Decision Aid (LCDA) is a U.S. Army planning tool that predicts physiological responses of soldiers during different dismounted troop scenarios. We aimed to develop an equation that calculates standing and walking metabolic rates in healthy military-age adults for the LCDA using a meta-regression.

METHODS

We searched for studies that measured the energetic cost of standing and treadmill walking in healthy men and women via indirect calorimetry. We used mixed effects meta-regression to determine an optimal equation to calculate standing and walking metabolic rates as a function of walking speed (S, m·s). The optimal equation was used to determine the economical speed at which the metabolic cost per distance walked is minimized. The estimation precision of the new LCDA walking equation was compared with that of seven reference predictive equations.

RESULTS

The meta-regression included 48 studies. The optimal equation for calculating normal standing and walking metabolic rates (W·kg) was 1.44 + 1.94S + 0.24S. The economical speed for level walking was 1.39 m·s (~ 3.1 mph). The LCDA walking equation was more precise across all walking speeds (bias ± SD, 0.01 ± 0.33 W·kg) than the reference predictive equations.

CONCLUSION

Practitioners can use the new LCDA walking equation to calculate energy expenditure during standing and walking at speeds <2 m·s in healthy, military-age adults. The LCDA walking equation avoids the errors estimated by other equations at lower and higher walking speeds.

Impact of ambient temperature on energy cost and economical speed during level walking in healthy young males

We measured oxygen consumption and carbon dioxide output during walking [per unit distance (Cw) values] for 14 healthy young human males at seven speeds from 0.67 to 1.67 m s⁻¹ (4 min per stage) in thermoneutral (23°C), cool (13°C), and hot (33°C) environments. The Cw at faster gait speeds in the 33°C trial was slightly higher compared to those in the 23°C and 13°C trials. We found the speed at which the young males walked had a significant effect on the Cw values (P<0.05), but the different environmental temperatures showed no significant effect (P>0.05). Economical speed (ES) which can minimize the Cw in each individual was calculated from a U-shaped relationship. We found a significantly slower ES at 33°C [1.265 (0.060) m s⁻¹ mean (s.d.)] compared to 23°C [1.349 (0.077) m s⁻¹] and 13°C [1.356 (0.078) m s⁻¹, P<0.05, respectively] with no differences between 23°C and 13°C (P>0.05). Heart rate and mean skin temperature responses in the 33°C condition increased throughout the walking trial compared to 23°C and 13°C (all P<0.05). These results suggest that an acutely hot environment slowed the ES by ∼7%, but an acutely cool environment did not affect the Cw and ES.

Summary: Energy cost of walking in a hot environment was greater than in a comfortable environment. Thus, to prevent heat related injury, walking speed should be reduced in a hot environment.

Measuring the Energy of Ventilation and Circulation during Human Walking using Induced Hypoxia

Energy expenditure (EE) during walking includes energy costs to move and support the body and for respiration and circulation. We measured EE during walking under three different oxygen concentrations. Eleven healthy, young, male lowlanders walked on a treadmill at seven gait speeds (0.67–1.83 m s⁻¹) on a level gradient under normobaric normoxia (room air, 21% O₂), moderate hypoxia (15% O₂), and severe hypoxia (11% O₂). By comparing the hypoxia-induced elevation in heart rate (HR [bpm]), ventilation (V_E [L min⁻¹]) with the change in energy expenditure (EE [W]) at each speed, we were able to determine circulatory and respiratory costs. In a multivariate model combining HR and V_E, respiratory costs were 0.44 ± 0.15 W per each L min⁻¹ increase in V_E, and circulatory costs were 0.24 ± 0.05 W per each bpm increase in HR (model adjusted r² = 0.97, p < 0.001). These V_E costs were substantially lower than previous studies that ignored the contribution of HR to cardiopulmonary work. Estimated HR costs were consistent with, although somewhat higher than, measures derived from catheterization studies. Cardiopulmonary costs accounted for 23% of resting EE, but less than 5% of net walking costs (i.e., with resting EE subtracted).

Walking economy at simulated high altitude in human healthy young male lowlanders

We measured oxygen consumption during walking per unit distance (C_w) values for 12 human healthy young males at six speeds from 0.667 to 1.639 m s⁻¹ (four min per stage) on a level gradient under normobaric normoxia, moderate hypoxia (15% O₂), and severe hypoxia (11% O₂). Muscle deoxygenation (HHb) was measured at the vastus lateralis muscle using near-infrared spectroscopy. Economical speed which can minimize the C_w in each individual was calculated from a U-shaped relationship. We found a significantly slower economical speed (ES) under severe hypoxia [1.237 (0.056) m s⁻¹; mean (s.d.)] compared to normoxia [1.334 (0.070) m s⁻¹] and moderate hypoxia [1.314 (0.070) m s⁻¹, P<0.05 respectively] with no differences between normoxia and moderate hypoxia (P>0.05). HHb gradually increased with increasing speed under severe hypoxia, while it did not increase under normoxia and moderate hypoxia. Changes in HHb between standing baseline and the final minute at faster gait speeds were significantly related to individual ES (r=0.393 at 1.250 m s⁻¹, r=0.376 at 1.444 m s⁻¹, and r=0.409 at 1.639 m s⁻¹, P<0.05, respectively). These results suggested that acute severe hypoxia slowed ES by ∼8%, but moderate hypoxia left ES unchanged.

Summary: Acute severe hypoxia slowed the economical speed (ES) which can minimize energy cost of walking. Muscle O₂ extraction may be one of the determining factors of an individual's ES.

Economical Speed and Energetically Optimal Transition Speed Evaluated by Gross and Net Oxygen Cost of Transport at Different Gradients

The oxygen cost of transport per unit distance (CoT; mL·kg^-1·km^-1) shows a U-shaped curve as a function of walking speed (v), which includes a particular walking speed minimizing the CoT, so called economical speed (ES). The CoT-v relationship in running is approximately linear. These distinctive walking and running CoT-v relationships give an intersection between U-shaped and linear CoT relationships, termed the energetically optimal transition speed (EOTS). This study investigated the effects of subtracting the standing oxygen cost for calculating the CoT and its relevant effects on the ES and EOTS at the level and gradient slopes (±5%) in eleven male trained athletes. The percent effects of subtracting the standing oxygen cost (4.8 ± 0.4 mL·kg^-1·min^-1) on the CoT were significantly greater as the walking speed was slower, but it was not significant at faster running speeds over 9.4 km·h^-1. The percent effect was significantly dependent on the gradient (downhill > level > uphill, P < 0.001). The net ES (level 4.09 ± 0.31, uphill 4.22 ± 0.37, and downhill 4.16 ± 0.44 km·h^-1) was approximately 20% slower than the gross ES (level 5.15 ± 0.18, uphill 5.27 ± 0.20, and downhill 5.37 ± 0.22 km·h^-1, P < 0.001). Both net and gross ES were not significantly dependent on the gradient. In contrast, the gross EOTS was slower than the net EOTS at the level (7.49 ± 0.32 vs. 7.63 ± 0.36 km·h^-1, P = 0.003) and downhill gradients (7.78 ± 0.33 vs. 8.01 ± 0.41 km·h^-1, P < 0.001), but not at the uphill gradient (7.55 ± 0.37 vs. 7.63 ± 0.51 km·h^-1, P = 0.080). Note that those percent differences were less than 2.9%. Given these results, a subtraction of the standing oxygen cost should be carefully considered depending on the purpose of each study.

Comparisons of energy cost and economical walking speed at various gradients in healthy, active younger and older adults

Background/Objective

Oxygen consumption during walking per unit distance (C_w ; mL/kg/m) is known to be greater for older adults than younger adults, although its underlying process is controversial.

Methods

We measured the C_w values at six gait speeds from 30 m/min to 105 m/min on level ground and gradient slopes (±5%) in healthy younger and older male adults. A quadratic approximation was applied for a relationship between C_w and gait speeds (v; m/min). It gives a U-shaped C_w -v relationship, which includes a particular gait speed minimizing the C_w , the so-called economical speed (ES). The age-related difference of the C_w -v relationship was assessed by comparisons of ES and/or C_w .

Results

A significantly greater C_w at 30 m/min and slower ES were found for older adults at the downhill gradient, suggesting that a combination of leftward and upward shifts of the C_w -v relationship was found at that gradient. Only a slower ES was found for older adults at the uphill gradient, suggesting that a leftward shift was found for older adults at that gradient. Neither a significant leftward nor an upward shift was found at the level gradient. Leg length significantly correlated to the ES for younger adults at the level and downhill gradients, while such a significant relationship was observed only at the level gradient for older adults. The maximal quadriceps muscle strength significantly correlated to the ES for older adults at all gradients, but not for younger adults.

Conclusion

The age-related alteration of the C_w -v relationship depends on the gradient, and its related factors were different between age groups.

The effect of load distribution within military load carriage systems on the kinetics of human gait

Military personnel carry their equipment in load carriage systems (LCS) which consists of webbing and a Bergen (aka backpack). In scientific terms it is most efficient to carry load as close to the body's centre of mass (CoM) as possible, this has been shown extensively with physiological studies. However, less is known regarding the kinetic effects of load distribution. Twelve experienced load carriers carried four different loads (8, 16, 24 and 32 kg) in three LCS (backpack, standard and AirMesh). The three LCS represented a gradual shift to a more even load distribution around the CoM. Results from the study suggest that shifting the CoM posteriorly by carrying load solely in a backpack significantly reduced the force produced at toe-off, whilst also decreasing stance time at the heavier loads. Conversely, distributing load evenly on the trunk significantly decreased the maximum braking force by 10%. No other interactions between LCS and kinetic parameters were observed. Despite this important findings were established, in particular the effect of heavy load carriage on maximum braking force. Although the total load carried is the major cause of changes to gait patterns, the scientific testing of, and development of, future LCS can modify these risks.

Ergonomic effects of load carriage on the upper and lower back on metabolic energy cost of walking

We examined the effects of load carriage position on the energy cost of walking defined as the ratio of the 2-min steady-state oxygen consumption to the speed and economical speed. Fourteen healthy men walked on a treadmill at various speeds without and with load on the lower and upper back, which corresponded to 15% of their body mass. The energy cost of walking significantly decreased during walking with load than without load at slower speeds. A significant decrease in the energy cost of walking was also observed while carrying the load on the upper back than on the lower back at 60-80 m/min. The economical speed significantly decreased when carrying the load on the upper and lower back, and it was significantly correlated with body height. These findings suggest that an optimal carrying method is evident to reduce physical stress during walking with loads.