Spatial dependency of shoulder muscle demands in horizontal pushing and pulling

An Assessment of Back and Shoulder Postures in Single-Handed Exertions: Expanding Ergonomic Reaching Guidelines to Consider Lumbar Spine Axial Twist

Occupational applicationsAcross a series of standing single-handed exertions performed at different lateral angles, distances, heights, and loads, lumbar axial twist exceeded an angular threshold of 9° in select exertions. Specifically, 9° of rightward axial twist was exceeded for all exertions performed laterally (90° from the body midline). Additionally, for those at the body midline, 9° of leftward axial twist was exceeded for upward exertions and exertions performed at far distances (tertiary reach envelope). Further, the data supports that for many exertions, lumbar flexion-extension and shoulder elevation would be unlikely to increase the potential for injury as angles remained within the in vivo lumbar neutral zone and were not considered overhead. Given the relationship between lateral hand exertions and lumbar axial twist, it is generally recommended that standing single-handed exertions not be performed beyond 60° from the midline. In addition to the current recommendations related to reach distance, future ergonomic reach envelope guidelines could benefit from incorporating recommendations on reach angle from the body midline.

A comparative probabilistic analysis of human and chimpanzee rotator cuff functional capacity

Computational musculoskeletal modeling represents a valuable approach to examining biological systems in physical anthropology. Probabilistic modeling builds on computational musculoskeletal models by associating mathematical distributions of specific musculoskeletal features within known ranges of biological variability with functional outcomes. The purpose of this study was to determine if overlap in rotator cuff muscle force predictions would occur between species during the performance of an evolutionarily relevant horizontal bimanual arm suspension task. This necessitated creating novel probabilistic models of the human and chimpanzee glenohumeral joint through augmentation of previously published deterministic models. Glenohumeral musculoskeletal features of anthropological interest were probabilistically modeled to produce distributions of predicted human and chimpanzee rotator cuff muscle force that were representative of the specific anatomical manipulations. Musculoskeletal features modeled probabilistically included rotator cuff origins and deltoid insertion, glenoid inclination, and joint stability. Predicted human rotator cuff muscle force distributions were mostly limited to alternating between infraspinatus and teres minor, with both 100% and 0% muscle force predicted for both muscles. The chimpanzee model predicted low-to-moderate muscle force across all rotator cuff muscles. Rotator cuff muscle force predictions were most sensitive to changes of muscle origins and insertions. Results indicate that functional rotator cuff overlap is unlikely between chimpanzees and humans without greater modifications of the glenohumeral musculoskeletal phenotypes. The results also highlight the low efficacy of the human upper extremity in overhead, weight-bearing tasks, and propensity for rotator cuff injury.

Between Two Rocks and in a Hard Place: Reflecting on the Biomechanical Basis of Shoulder Occupational Musculoskeletal Disorders

OBJECTIVE

The aim was to review the biomechanical origins of occupational shoulder damage, while considering the complexity of shoulder mechanics and musculoskeletal consequences of diverse task demands.

BACKGROUND

Accessible measures of physical exposures are the primary focus of occupational shoulder assessments and analyses. This approach has led to guidelines and intervention strategies that are often inadequate for mitigating shoulder disorders amongst the complexity of modern workplace demands. Integration of complex shoulder mechanics into occupational assessments, analyses, and interventions is critical for reducing occupational shoulder injury risk.

METHOD

This narrative review describes shoulder biomechanics in the context of common injury mechanisms and consequent injuries, with a particular focus on subacromial impingement syndrome. Several modulators of shoulder injury risk are reviewed, including fatigue, overhead work, office ergonomics considerations, and pushing and pulling task configurations.

RESULTS

Relationships between work requirements, muscular demands, fatigue, and biomechanical tissue loads exist. This review highlights that consideration of specific workplace factors should be integrated with our knowledge of the intricate arrangement and interpersonal variability of the shoulder complex to proactively evaluate occupational shoulder demands and exposures.

CONCLUSION

A standard method for evaluating shoulder muscle exposures during workplace tasks does not exist. An integrated approach is critical for improved work design and prevention of shoulder tissue damage and accompanying disability.

APPLICATION

This review is particularly relevant for researchers and practitioners, providing guidance for work design and evaluation for shoulder injury prevention by understanding the importance of the unique and complex mechanics of the shoulder.

Neuromuscular control: from a biomechanist's perspective

Understanding neural control of movement necessitates a collaborative approach between many disciplines, including biomechanics, neuroscience, and motor control. Biomechanics grounds us to the laws of physics that our musculoskeletal system must obey. Neuroscience reveals the inner workings of our nervous system that functions to control our body. Motor control investigates the coordinated motor behaviours we display when interacting with our environment. The combined efforts across the many disciplines aimed at understanding human movement has resulted in a rich and rapidly growing body of literature overflowing with theories, models, and experimental paradigms. As a result, gathering knowledge and drawing connections between the overlapping but seemingly disparate fields can be an overwhelming endeavour. This review paper evolved as a need for us to learn of the diverse perspectives underlying current understanding of neuromuscular control. The purpose of our review paper is to integrate ideas from biomechanics, neuroscience, and motor control to better understand how we voluntarily control our muscles. As biomechanists, we approach this paper starting from a biomechanical modelling framework. We first define the theoretical solutions (i.e., muscle activity patterns) that an individual could feasibly use to complete a motor task. The theoretical solutions will be compared to experimental findings and reveal that individuals display structured muscle activity patterns that do not span the entire theoretical solution space. Prevalent neuromuscular control theories will be discussed in length, highlighting optimality, probabilistic principles, and neuromechanical constraints, that may guide individuals to families of muscle activity solutions within what is theoretically possible. Our intention is for this paper to serve as a primer for the neuromuscular control scientific community by introducing and integrating many of the ideas common across disciplines today, as well as inspire future work to improve the representation of neural control in biomechanical models.

Assessment of Joint Angle and Reach Envelope Demands Using a Video-Based Physical Demands Description Tool

BACKGROUND

Current methods for describing physical work demands often lack detail and format standardization, require technical training and expertise, and are time-consuming to complete. A video-based physical demands description (PDD) tool may improve time and accuracy concerns associated with current methods.

METHODS

Ten simulated occupational tasks were synchronously recorded using a motion capture system and digital video. The tasks included a variety of industrial tasks from lifting to drilling to overhead upper extremity tasks of different cycle times. The digital video was processed with a novel video-based assessment tool to produce 3D joint trajectories (PDAi), and joint angle and reach envelope measures were calculated and compared between both data sources.

RESULTS

Root mean squared error between video-based and motion capture posture estimated ranged from 89.0 mm to 118.6 mm for hand height and reach distance measures, and from 13.5° to 21.6° for trunk, shoulder, and elbow angle metrics. Continuous data were reduced to time-weighted bins, and video-based posture estimates showed 75% overall agreement and quadratic-weight Cohen's kappa scores ranging from 0.29 to 1.0 compared to motion capture data across all posture metrics.

CONCLUSION AND APPLICATION

The substantial level of agreement between time-weighted bins for video-based and motion capture measures suggest that video-based job task assessment may be a viable approach to improve accuracy and standardization of field physical demands descriptions and minimize error in joint posture and reach envelope estimates compared to traditional pen-and-paper methods.

Activation patterns of shoulder internal and external rotators during pure axial moment generation across a postural range

Musculoskeletal risk is mediated by body posture, especially for static tasks. Workstations that require non-neutral postures can lead to increased load, muscular fatigue and injury risk. However, demands during simple axial rotation tasks are not well-defined. The purpose of this study is to quantify the muscular activity of during static axial rotation in a range of postures. Eighteen participants performed 76 axial rotation exertions in varying combinations of humeral elevation angles (30°-60°-90°-120°-150°), plane of elevation (30°-60°-90°-120°) and exertion intensity (20-40%). Six unilateral (right) muscles (pectoralis major (clavicular and sternal), posterior deltoid, teres major, infraspinatus, latissiumus dorsi) were monitored using surface electromyography (EMG). EMG was normalized and integrated over 2 s. The influences of elevation, plane, and intensity on activity levels were then tested with a 3-way ANOVAs (p < .05). During internal rotation, activity was highest at low elevation/high plane combinations for the internal rotators, but at high elevation/low plane combinations for the external rotators. During the 40% intensity exertions, activity levels were highest at lower elevations for internal rotator but at high elevations for the external rotators. During external rotation, as the degree of elevation increased, the activity of the external rotator muscles also increased while internal rotators were unaffected. Humeral muscles responsible for axial rotation are influenced by arm posture during axial rotation exertions. High elevation and plane combinations resulted in high demands for external rotator muscles and this should be considered for job design and injury risk.

Wrapping technique and wrapping height interact to modify physical exposures during manual pallet wrapping

Occupational tasks often involve musculoskeletal demands that contribute to injury risk. In pallet wrapping tasks, 36% of workplace claims involve over exertion and repetitive exposures (Workplace Safety and Prevention Services, 2012). Tools that modify how the wrap is handled by workers have been introduced to help mitigate over exertion and extreme postures wherever possible. A novel device has been introduced that places the required tension on the roll to mitigate these factors. However, the effect of reducing the necessary tension on the roll during pallet wrapping in limiting muscular demand and extreme postures is unknown. Fourteen healthy university aged participants completed 12 wrapping trials on a simulated pallet (2 repetitions of 2 wrapping techniques (device, hand wrapping) at 3 wrapping heights (low, medium, high)). Surface electromyography (sEMG) was measured on 6 shoulder and 2 low back muscles; anterior and middle deltoids, biceps brachii, infraspinatus, supraspinatus, upper trapezius, and erector spinae (T8 & L3). Kinematic data were collected for the torso and upper extremity and global to torso, and torso to upper arm angles were computed. Repeated measures ANOVAs were performed for the following experimental factors: 1) technique used (device or hand wrapping) and 2) the wrapping height (low, medium, high) for each muscle (8), angle (5), rating of perceived discomfort (1) and rating of perceived exertion (1). Pallet wrapping without a device required greater trunk flexion at lower heights and thoracohumeral elevation at higher wrapping heights as compared to using the device. Muscular activation increased when using the device, specifically at the higher and lower heights. Posture and muscular demands during pallet wrapping tasks are sensitive to both wrapping technique and wrapping height. Ergonomics interventions such as this device may mitigate postural risks associated with manual material handling tasks.

An ergonomic comparison of three different patient transport chairs in a simulated hospital environment

The purpose of this study was to compare caregiver muscle activation and joint angles between two ergonomic transport chairs designed to mitigate discomfort and safety risks associated with patient transport, the Stryker® Prime TC and the Staxi® Medical Chair, and a depot wheelchair. Twenty-three caregivers completed level walking and ramped tasks with each device and an 84 kg manikin. Surface electromyography for the upper extremities and back muscles and motion data were collected. The Staxi showed a statistical trend for higher wrist extensor and flexor carpi ulnaris activity compared to the Stryker chair (p ≤ 0.078) and greater wrist flexion than the Stryker and depot chairs (p ≤ 0.004). The depot chair showed greater peak trunk flexion than the Stryker chair (p = 0.004). Overall results suggest that ergonomic chair design may improve joint positioning of the trunk and elbows when operating patient transport chairs over level and ramped surfaces.

Spatial Dependency of Glenohumeral Joint Stability during Dynamic Unimanual and Bimanual Pushing and Pulling

Degenerative wear to the glenoid from repetitive loading can reduce effective concavity depth and lead to future instability. Workspace design should consider glenohumeral stability to prevent initial wear. While stability has been previously explored for activities of daily living including push-pull tasks, whether stability is spatially dependent is unexplored. We simulated bimanual and unimanual push-pull tasks to 4 horizontal targets (planes of elevation: 0º, 45º, 90º, and 135º) at 90º thoracohumeral elevation and 3 elevation targets (thoracohumeral elevations: 20º, 90º, 170º) at 90º plane of elevation. The 45º horizontal target was most stable regardless of exertion type and would be the ideal target placement when considering stability. This target is likely more stable because the applied load acts perpendicular to the glenoid, limiting shear force production. The 135º horizontal target was particularly unstable for unimanual pushing (143% less stable than the 45º target), and the applied force acts parallel to the glenoid, likely creating shear forces. Pushing was less stable than pulling (all targets except sagittal 170º for both task types and horizontal 45º for bimanual) (p<0.01), which is consistent with prior reports. For example, unimanual pushing at the 90º horizontal target was 197% less stable than unimanual pulling. There were limited stability benefits to task placement for pushing, and larger stability benefits may be seen from converting pushing to pulling rather than optimizing task layout. There was no difference in stability between bimanual and unimanual tasks, suggesting no stability benefit to bimanual operation.

Spatial dependency of shoulder muscle demand during dynamic unimanual and bimanual pushing and pulling

Work involving extensive pushing and pulling is associated with higher frequency of shoulder complaints. While reports of shoulder muscle demand during submaximal isometric tasks are abundant, dynamic submaximal push-pull exertions are not well understood. We evaluated how muscle demand (weighted EMG average) of surface glenohumeral muscles varies with task type and target. Seventeen healthy young adults performed seated unimanual and bimanual pushes and pulls to 3 thoracohumeral elevations (20°, 90°, 170°) and 4 elevation planes (0°, 45°, 90°, 135°) with loading at 15% of isometric push-pull capacity. Pulling required less demand than pushing (p < 0.0001). Muscle demand varied more with elevation than elevation plane. The lowest target had highest demand for pulling (p < 0.01), and the most elevated target had highest demand for pushing (p < 0.0001). Working above the shoulder is known to increase demand during isometric tasks, however, these results suggest that for dynamic tasks working against gravity has a larger effect on demand than task target.

Female maximal push/pull strength capabilities by humeral abduction angle in bilateral exertions

Pushing or pulling an object constitutes the majority of manual materials handling tasks. Anthropometric differences between workers alter pushing and pulling strategies at fixed heights, potentially modifying exposures and causing overexertion. Capability normalized to arm posture rather than work height remains unknown, and the purpose of this research was to quantify maximal pushing and pulling strength and upper extremity joint moments using fixed humeral abduction angles and a flexed arm position. Twenty university-aged females completed maximal pushes and pulls at 0°, 30°, 60°, 90°, and 120° of humeral abduction with an elbow to 90°. Abduction angle was the largest modifier of both push and pull force generating capability (p < 0.01), with increasing abduction reducing force capability by up to 30%. While push exertions on average exceeded pulls by 17 N (p < 0.01), the difference is much smaller than previous reports. Ergonomists should consider humeral angle of the worker rather than work heights, as individuals working in increased abduction decreases capability and increases potential overexertion injury risk.

Quantification of upper limb electromyographic measures and dysfunction of breast cancer survivors during performance of functional dynamic tasks

BACKGROUND

Upper limb morbidities within the breast cancer population can interfere with completing daily life activities. Current knowledge of upper limb capabilities is limited; previous increases in muscle activation on the affected cancer side suggest this population works at a higher fraction of their capability. The purposes of this study were to describe upper limb capabilities and dysfunction of breast cancer survivors through muscle activation monitoring via surface electromyography and muscle-specific strength tests during functional tasks.

METHODS

Fifty survivors performed 88 dynamic tasks (divided into range of motion-reach or rotate, activities of daily life and work tasks). Muscle activation was examined for functional and strength testing tasks.

FINDINGS

Total muscle effort (summation of integrated electromyography across measured muscles) was up to 5.1% greater on the affected side during work tasks (p=0.0258). Increased activations existed in posterior deltoid, supraspinatus, upper trapezius and serratus anterior (p<0.05) for several tasks, including daily living tasks. Reduced activation occurred in affected pectoralis major sternal during all tasks (p<0.0001-0.0032), and affected infraspinatus in all but daily living tasks (p=0.0002-0.0328). The affected side infraspinatus, supraspinatus and upper trapezius muscles demonstrated significant reductions in targeted strength testing (p=0.0001-0.0057).

INTERPRETATION

Both primary and secondary muscles (outside surgery and radiation fields) were affected. In general, this population works at higher levels of muscle effort for the affected side yet demonstrates weakness in strength testing, which may reflect tissue damage. Strengthening exercises for the posterior rotator cuff and upper trapezius may be the most beneficial.

The effects of hand force variation on shoulder muscle activation during submaximal exertions

Upper limb injuries are highly prevalent in the workplace and new tools are needed to proactively design workstations to reduce injury risk. The objective was to characterize spatial, load and direction dependency of muscle activity for hand exertions in the upper limb workspace. Electromyographic signals were collected from 14 upper limb muscles during exertions for all combinations of 4 submaximal hand forces (20/30/50/60 N) in 6 cardinal (up/down/left/right/forward/backward) directions at 5 hand locations. Linear muscle activity increases accompanied increased hand forces. Total muscle activity increases between 20 and 60 N hand forces ranged by direction from 92% (downward) to 189% (right). Prediction equations for all muscles depended on hand force, and linear, quadratic and interaction permutations of hand location. Muscle activity associated with manual tasks is load, direction and spatially dependent. Equations developed to describe these complex relationships can be used to better design future and evaluate current occupational activities.

The spatial dependency of shoulder muscular demands during upward and downward exertions

Lifting and lowering are common occupational tasks contributing to shoulder injury risk. Quantifying task interaction with physical demand can precipitate better workstation designs. Nineteen university-aged males performed one-handed, submaximal upward/downward manual force exertions at 70 hand locations; unilateral electromyography (EMG) of 14 muscles was recorded. EMG across planes was evaluated with ANOVA. Predictive equations for muscle activity throughout the reach envelope were developed with stepwise regression. Total muscle activity (sum of individual muscle activity) was most sensitive to vertical hand location for upward exertions, where activation at superior locations was 192% of values for inferior locations. For upward exertions, activation differences for hand location occurred along all anatomical axes, and along anterior/posterior and superior/inferior axes for downward exertions. Predictive equations were non-linear, reflecting complex muscular demand with three-dimensional hand location. This work details foundational exposure data for lifting/lowering exertions. Results are applicable to workstation design to minimise occupational shoulder muscular demands. Practitioner Summary: Lifting and lowering in the workplace contribute to shoulder injury risk. Shoulder muscle activity magnitudes revealed a dependence on three-dimensional hand location in the reach envelope for a defined hand force. This information can inform evidence-based workstation designs that reduce shoulder muscular demands for numerous materials handling scenarios.

The Influence of Hand Location and Force Direction on Shoulder Muscular Activity in Females During Nonsagittal Multidirectional Overhead Exertions

OBJECTIVE

We examined interactions of overhead work location and direction of force application on shoulder muscular activity.

BACKGROUND

Overhead work tasks are common occupational stressors. Previous research has quantified influences of overhead work spatial placement and different force application directions but typically separately or exclusively for tasks done in the median plane.

METHOD

Twenty female participants exerted 40 N of force in six directions (forward/backward, upward/downward, left/right) 150 cm off the floor while seated. An asymmetric pattern of 14 work locations spaced 15 cm centered directly overhead were evaluated.

RESULTS

Force direction and work location strongly influenced mean muscle activity (F = 559, p < .01). Interaction effects existed between force direction and hand location in the transverse plane (F = 21, p < .01), with increases as high as 49% in normalized mean muscle activity.

CONCLUSION

Backward exertions produced the highest mean overall muscle activity across hand force directions, exceeding 30% maximum voluntary isometric exertion (MVE) across work locations, with higher activation of anterior deltoid, biceps, infraspinatus, supraspinatus, and upper and lower trapezius. Downward exertions had the lowest mean overall activity, with <10% MVE across work locations. Altered (up to 47%) muscular activity occurred as exertions moved laterally from the origin, and increasingly forward hand positions generally yielded decreased mean overall activity for most force directions.

APPLICATION

This study provides previously unavailable submaximal shoulder muscular activity data for a wide range of overhead tasks. As such, it enables novel work design considerations that include modifying existing overhead elements to reduce or redistribute associated muscular demands.

Dynamic push-pull characteristics at three hand-reach envelopes: applications for the workplace

Pushing and pulling are common tasks in the workplace. Overexertion injuries related to manual pushing and pulling are often observed, and therefore the understanding of work capacity is important for efficient and safe workstation design. The purpose of the present study was to describe workloads obtained during different reach envelopes during a seated push-pull task. Forty-five women performed an isokinetic push-pull sequence at two velocities. Strength, work and agonist/antagonist muscle ratio were calculated for the full range of motion (ROM). We then divided the ROM into three reach envelopes - neutral, medium, and maximum reach. The work capacity for each direction was determined and the reach envelope work data were compared. Push capability was best at medium reach envelope and pulling was best at maximum reach envelope. Push/pull strength ratio was approximately 1. A recommendation was made to avoid strenuous push-pull tasks at neutral reach envelopes.

Effects of sitting and standing on upper extremity physical exposures in materials handling tasks

Sitting or standing work configurations modulate musculoskeletal risk. Most existing investigations of these configurations have either studied them separately or lacked focus on the upper extremity, particularly during manual materials handling (MMH) tasks. To address this gap, upper extremity loading in 20 male and 20 females were assessed in 4 MMH tasks in sitting and standing. Differences in electromyographic (EMG) activity, local joint moments and body discomfort between configurations were examined. Interactions between task and sit/stand configuration resulted in increases of up to 500% in joint moments, 94% in EMG activity and 880% in discomfort when tasks were completed while sitting (p < 0.01). Future MMH task designers should consider placing workers in standing postures when feasible to reduce upper extremity loading, but workers should not remain in either configuration for extended periods of time as the negative effects of both workspace geometries can instigate future musculoskeletal disorders. Practitioner Summary: Sitting and standing modify occupational musculoskeletal risk. We examined how performing identical tasks while sitting or standing altered upper extremity and low back loading. In general, sitting increased muscle activity and discomfort, while standing increased local joint moments. The benefits of standing outweighed those of sitting across the range of tasks.

The Spatial Dependency of Shoulder Muscle Demands for Seated Lateral Hand Force Exertions

As the modern workplace is dominated by submaximal repetitive tasks, knowledge of the effect of task location is important to ensure workers are unexposed to potentially injurious demands imposed by repetitive work in awkward or sustained postures. The purpose of this investigation was to develop a three-dimensional spatial map of the muscle activity for the right upper extremity during laterally directed submaximal force exertions. Electromyographic (EMG) activity was recorded from fourteen muscles surrounding the shoulder complex as the participants exerted 40N of force in two directions (leftward, rightward) at 70 defined locations. Hand position in both push directions strongly influenced total and certain individual muscle demands as identified by repeated measures analysis of variance (P< .001). During rightward exertions individual muscle activation varied from 1 to 21% MVE and during leftward exertions it varied from 1 to 27% MVE with hand location. Continuous prediction equations for muscular demands based on three-dimensional spatial parameters were created with explained variance ranging from 25 to 73%. The study provides novel information for evaluating existing and proactive workplace designs, and may help identify preferred geometric placements of lateral exertions in occupational settings to lower muscular demands, potentially mitigating fatigue and associated musculoskeletal risks.