Identifying interactive effects of task demands in lifting on estimates of in vivo low back joint loads

Differential effects of sex on upper body kinematics and kinetics during fatiguing, Asymmetric lifting

This study quantified sex-specific biomechanical adaptations to fatigue in asymmetric lifting. Twenty-one females and fifteen males performed a prolonged asymmetric lifting protocol while upper body, trunk and pelvis kinematics were collected. Features of movement identified with principal component analysis, and peak joint angular velocities and moments were calculated. Sex-specific kinematic adaptations to fatigue included females adopting a 'stoop-like' lifting strategy to a greater extent than males. Additionally, females exhibited higher vertical elbow positions during load rotation, moved their body toward the destination for load deposit, and did not reduce peak right shoulder flexion velocities, in contrast to male participants. Females also had greater low back and shoulder peak normalized joint moments. When fatigued, females adopted an asymmetric lifting strategy that minimized metabolic demand as supported by smaller decreases in maximum voluntary contractions. However, females' fatigue-related adaptations increased biomechanical exposures associated with injury risk.

Initiation and accumulation of loading induced changes to native collagen content and microstructural damage in the cartilaginous endplate

BACKGROUND CONTEXT

Injury to the cartilaginous endplate (CEP) is linked to clinically relevant low back disorders, including intervertebral disc degeneration and pain reporting. Despite this link to clinical disorders, the CEP injury pathways and the modulating effect of mechanical loading parameters on the pace of damage accumulation remains poorly understood.

PURPOSE

This study examined the effect of cyclic loading on the initiation and accumulation of changes to native collagen content (type I, type II) and microstructural damage in the central region of cadaveric porcine CEPs.

STUDY DESIGN

In vitro longitudinal study.

METHODS

One hundred fourteen porcine cervical spinal units were included (N=6 per group). The study contained a control group (no cyclic loading) and 18 experimental groups that differed by loading duration (1,000, 3,000, 5,000 cycles), joint posture (flexed, neutral), and cyclic peak compression variation (10%, 20%, 40%). Multicolor immunofluorescence staining was used to quantify loading induced changes to type I (ie, subchondral bone) and type II (ie, endplate) native collagen content (fluorescence area, fluorescence intensity) and microstructural damage (pore area [transverse plane], void area along the CEP-bone border [sagittal plane]).

RESULTS

Significant main effects of loading duration and posture were observed for fluorescence area and fluorescence intensity of type I and II collagen. In the transverse plane, type II fluorescence area significantly decreased following 1,000 cycles (-12%), but a significant change in fluorescence intensity was not observed until 3,000 cycles (-17%). Type II fluorescence area (-14%) and intensity (-10%) were both significantly less in flexed postures compared to neutral. Similar trends were observed for type I collagen in the sagittal plane sections. Generally, significant changes to fluorescence area were accompanied by the development of microstructural voids along the endplate-subchondral bone border.

CONCLUSIONS

These findings demonstrate that microstructural damage beneath the endplate surface occurs before significant changes to the density of native type I and II collagen fibers. Although flexed postures were associated with greater and accelerated changes to native collagen content, the injury initiation mechanism appears similar to neutral.

CLINICAL SIGNIFICANCE

Neutral joint postures can delay the initiation and pace of microdamage accumulation in the CEP during low-to-moderate demand lifting tasks. Furthermore, the management of peak compression exposures appeared relevant only when a neutral posture was maintained. Therefore, clinical low back injury prevention and load management efforts should consider low back posture in parallel with applied joint forces.

Symmetry of the Neck Muscles' Activity in the Electromyography Signal during Basic Motion Patterns

The activity of muscles during motion in one direction should be symmetrical when compared to the activity of the contralateral muscles during motion in the opposite direction, while symmetrical movements should result in symmetrical muscle activation. The literature lacks data on the symmetry of neck muscle activation. Therefore, this study aimed to analyse the activity of the upper trapezius (UT) and sternocleidomastoid (SCM) muscles at rest and during basic motions of the neck and to determine the symmetry of the muscle activation. Surface electromyography (sEMG) was collected from UT and SCM bilaterally during rest, maximum voluntary contraction (MVC) and six functional movements from 18 participants. The muscle activity was related to the MVC, and the Symmetry Index was calculated. The muscle activity at rest was 23.74% and 27.88% higher on the left side than on the right side for the UT and SCM, respectively. The highest asymmetries during motion were for the SCM for the right arc movement (116%) and for the UT in the lower arc movement (55%). The lowest asymmetry was recorded for extension-flexion movement for both muscles. It was concluded that this movement can be useful for assessing the symmetry of neck muscles' activation. Further studies are required to verify the above-presented results, determine muscle activation patterns and compare healthy people to patients with neck pain.

Experimentally dissociating the overuse mechanisms of endplate fracture lesions and Schmorl's node injuries using the porcine cervical spine model

BACKGROUND

Compared to the documented overuse mechanisms of endplate fracture lesions, the cause of Schmorl's node injuries remains unknown, despite existing hypotheses. Therefore, this study aimed to examine and dissociate the overuse injury mechanisms of these spinal pathologies.

METHODS

Forty-eight porcine cervical spinal units were included. Spinal units were randomly assigned to groups that differed by initial condition (control, sham, chemical fragility, structural void) and loading posture (flexed, neutral). Chemical fragility and structural void groups involved a verified 49% reduction in localized infra-endplate trabecular bone strength and removal of central trabecular bone, respectively. All experimental groups were exposed to cyclic compression loading that was normalized to 30% of the predicted tolerance until failure occurred. The cycles to failure were examined using a general linear model and the distribution of injury types were examined using chi-squared statistics.

FINDINGS

The incidence of fracture lesions and Schmorl's nodes was 31(65%) and 17(35%), respectively. Schmorl's nodes were exclusive to chemical fragility and structural void groups and 88% occurred in the caudal joint endplate (p = 0.004). In contrast, 100% of control and sham spinal units sustained fracture lesions, with 100% occurring in the cranial joint endplate (p < 0.001). Spinal units tolerated 665 fewer cycles when cyclically loaded in flexed postures compared to neutral (p = 0.015). Furthermore, the chemical fragility and structural void groups tolerated 5318 fewer cycles compared to the control and sham groups (p < 0.001).

INTERPRETATION

These findings demonstrate that Schmorl's node and fracture lesion injuries can result from pre-existing differences in the structural integrity of trabecular bone supporting the central endplate.

Influence of load knowledge on lifting biomechanics

Objectives. Findings from previous studies implied that appropriately controlling load knowledge might help improve the biomechanical performance during lifting tasks. However, only load weight knowledge was often discussed in previous studies. The current study aimed to complement the existing studies and provide improved knowledge about the influence of load knowledge on lifting biomechanics. Methods. Twenty-four healthy male participants were recruited and instructed to perform symmetric lifting tasks with different load weights under different load knowledge conditions. Load weights were set at three levels (40, 80 and 120%) of each participant's maximum acceptable lifting capacity. The examined load knowledge conditions included 'no knowledge' condition, 'weight known' condition, 'fragile material known' condition and 'weight and fragile material known' condition. Results. We found that when knowing fragility information about lifting materials, workers tended to be more cautious by adopting a less dynamic motion pattern during the landing phase, as evidenced by decreases of 6-8% in elbow joint acceleration. The 'cautious' lifting pattern when fragility load knowledge was presented could contribute to reduced risk of lower back disorder. Conclusion. This finding could help to develop lower back disorder prevention interventions to improve occupational safety and health.

Revised NIOSH lifting equation: a critical evaluation

The revised NIOSH lifting equation (RNLE) aims to manage lifting-related lower back pain (LBP), by determining safe load limits. Many researchers have studied the multiplier development criteria, the universal applicability of the equation and its ability to identify an increased risk of LBP in lifting tasks. Although a number of strengths of the equation have been highlighted, many limitations have also been identified. The need for new multipliers, such as worker and environmental characteristics, was highlighted in order to make the equation more adaptable. The RNLE was designed to protect 75% of female workers and is therefore inherently conservative. Additionally, as all multipliers have values less than or equal to 1, the recommended weight limits (RWLs) can be further reduced. Thus, new multipliers may be defined, by combining two or more existing multipliers, to make the RWLs more realistic.

Cyclic loading history alters the joint compression tolerance and regional indentation responses in the cartilaginous endplate

This study quantified the effect of subthreshold loading histories that differed by joint posture (neutral, flexed), peak loading variation (10%, 20%, 40%), and loading duration (1000, 3000, 5000 cycles) on the post-loading Ultimate Compressive Tolerance (UCT), yield force, and regional Cartilaginous End Plate (CEP) indentation responses (loading stiffness and creep displacement). One hundred and fourteen porcine spinal units were included. Following conditioning and cyclic compression exposures, spinal units were transected and one endplate from each vertebra underwent subsequent UCT or microindentation testing. UCT testing was conducted by compressing a single vertebra at a rate of 3 kN/s using an indenter fabricated to a representative intervertebral disc size and shape. Force and actuator position were sampled at 100 Hz. Non-destructive uniaxial CEP indentation was performed at five surface locations (central, anterior, posterior, right, left) using a Motoman robot and aluminum indenter (3 mm hemisphere). Force and end-effector position were sampled at 10 Hz. A significant three-way interaction was observed for UCT (p = 0.038). Compared to neutral, the UCT was, on average, 1.9 kN less following each flexed loading duration. No effect of variation was observed in flexion; however, 40% variation caused the UCT to decrease by an average of 2.13 kN and 2.06 kN following 3000 and 5000 cycles, respectively. The indentation stiffness in the central CEP mimicked the UCT response. These results demonstrate a profound effect of posture on post-loading UCT and CEP behaviour. Control of peak compression exposures became particularly relevant only when a neutral posture was maintained and beyond the midpoint of the predicated lifespan.

Computational lumbar spine models: A literature review

BACKGROUND

Computational spine models of various types have been employed to understand spine function, assess the risk that different activities pose to the spine, and evaluate techniques to prevent injury. The areas in which these models are applied has expanded greatly, potentially beyond the appropriate scope of each, given their capabilities. A comprehensive understanding of the components of these models provides insight into their current capabilities and limitations.

METHODS

The objective of this review was to provide a critical assessment of the different characteristics of model elements employed across the spectrum of lumbar spine modeling and in newer combined methodologies to help better evaluate existing studies and delineate areas for future research and refinement.

FINDINGS

A total of 155 studies met selection criteria and were included in this review. Most current studies use either highly detailed Finite Element models or simpler Musculoskeletal models driven with in vivo data. Many models feature significant geometric or loading simplifications that limit their realism and validity. Frequently, studies only create a single model and thus can't account for the impact of subject variability. The lack of model representation for certain subject cohorts leaves significant gaps in spine knowledge. Combining features from both types of modeling could result in more accurate and predictive models.

INTERPRETATION

Development of integrated models combining elements from different model types in a framework that enables the evaluation of larger populations of subjects could address existing voids and enable more realistic representation of the biomechanics of the lumbar spine.

Mechanically induced histochemical and structural damage in the annulus fibrosus and cartilaginous endplate: a multi-colour immunofluorescence analysis

The annulus fibrosus (AF) and endplate (EP) are collagenous spine tissues that are frequently injured due to gradual mechanical overload. Macroscopic injuries to these tissues are typically a by-product of microdamage accumulation. Many existing histochemistry and biochemistry techniques are used to examine microdamage in the AF and EP; however, there are several limitations when used in isolation. Immunofluorescence may be sensitive to histochemical and structural damage and permits the simultaneous evaluation of multiple proteins-collagen I (COL I) and collagen II (COL II). This investigation characterized the histochemical and structural damage in initially healthy porcine spinal joints that were either unloaded (control) or loaded via biofidelic compression loading. The mean fluorescence area and mean fluorescence intensity of COL II significantly decreased (- 54.9 and - 44.8%, respectively) in the loaded AF (p ≤ 0.002), with no changes in COL I (p ≥ 0.471). In contrast, the EP displayed similar decreases in COL I and COL II fluorescence area (- 35.6 and - 37.7%, respectively) under loading conditions (p ≤ 0.027). A significant reduction (-31.1%) in mean fluorescence intensity was only observed for COL II (p = 0.043). The normalized area of pores was not altered on the endplate surface (p = 0.338), but a significant increase (+ 7.0%) in the void area was observed on the EP-subchondral bone interface (p = 0.002). Colocalization of COL I and COL II was minimal in all tissues (R < 0.34). In conclusion, the immunofluorescence analysis captured histochemical and structural damage in collagenous spine tissues, namely, the AF and EP.

Characterizing Lumbar Spine Kinematics and Kinetics During Simulated Low-Speed Rear Impact Collisions

BACKGROUND

Recent work has demonstrated that low back pain is a common complaint following low-speed collisions. Despite frequent pain reporting, no studies involving human volunteers have been completed to examine the exposures in the lumbar spine during low-speed rear impact collisions.

METHODS

Twenty-four participants were recruited and a custom-built crash sled simulated rear impact collisions, with a change in velocity of 8 km/h. Randomized collisions were completed with and without lumbar support. Inverse dynamics analyses were conducted, and outputs were used to generate estimates of peak L4/L5 joint compression and shear.

RESULTS

Average (SD) peak L4/L5 compression and shear reaction forces were not significantly different without lumbar support (compression = 498.22 N [178.0 N]; shear = 302.2 N [98.5 N]) compared to with lumbar support (compression = 484.5 N [151.1 N]; shear = 291.3 N [176.8 N]). Lumbar flexion angle at the time of peak shear was 36° (12°) without and 33° (11°) with lumbar support.

CONCLUSION

Overall, the estimated reaction forces were 14% and 30% of existing National Institute of Occupational Safety and Health occupational exposure limits for compression and shear during repeated lifting, respectively. Findings also demonstrate that, during a laboratory collision simulation, lumbar support does not significantly influence the total estimated L4/L5 joint reaction force.

Reaction Forces and Flexion-Extension Moments Imposed On Functional Spinal Units with Constrained and Unconstrained in Vitro Testing Systems

A mechanical goal of in vitro testing systems is to minimize differences between applied and actual forces and moments experienced by spinal units. This study quantified the joint reaction forces and reaction flexion-extension moments during dynamic compression loading imposed throughout the physiological flexion-extension range-of-motion. Constrained (fixed base) and unconstrained (floating base) testing systems were compared. Sixteen porcine spinal units were assigned to both testing groups. Following conditioning tests, specimens were dynamically loaded for 1 cycle with a 1 Hz compression waveform to a peak load of 1 kN and 2 kN while positioned in five different postures (neutral, 100% and 300% of the flexion and extension neutral zone), totalling ten trials per FSU. A six degree-of-freedom force and torque sensor was used to measure peak reaction forces and moments for each trial. Shear reaction forces were significantly greater (25.5 N - 85.7 N) when the testing system was constrained compared to unconstrained (p < 0.029). The reaction moment was influenced by posture (p = 0.037), particularly in C5C6 spinal units. In 300% extension (C5C6), the reaction moment was, on average, 9.9 Nm greater than the applied moment in both testing systems and differed from all other postures (p < 0.001). The reaction moment error was, on average, 0.45 Nm at all other postures. In conclusion, these findings demonstrate that comparable reaction moments can be achieved with unconstrained systems, but without inducing appreciable shear reaction forces.

Passive stiffness changes in the lumbar spine following simulated automotive low speed rear-end collisions

BACKGROUND

Historically, there has been a lack of focus on the lumbar spine during rear impacts because of the perception that the automotive seat back should protect the lumbar spine from injury. As a result, there have been no studies involving human volunteers to address the risk of low back injury in low velocity rear impact collisions.

METHODS

A custom-built crash sled was used to simulate rear impact collisions. Randomized collisions were completed with and without lumbar support. Measures of passive stiffness were obtained prior to impact (Pre), immediately post impact (Post) and 24 h post impact (Post-24). Low back pain reporting was monitored for 24 h following impact exposure.

FINDINGS

None of the participants developed clinically significant levels of low back pain after impact. Changes in the passive responses persisted after impact for the length of the low stiffness flexion and extension zone. The length of the low stiffness zone was longer in the Post and Post-24 trial for low stiffness flexion and longer in the Post-24 for low stiffness extension.

INTERPRETATION

Findings from this investigation demonstrate that during a laboratory-simulation of an 8 km/h rear-impact collision, young healthy adults did not develop low back pain. Changes in the low stiffness zone of the passive flexion/extension curves were observed following impact and persisted for 24 h. Changes in passive stiffness may lead to changes in the loads and load distributions during movement within the passive structures such as the ligaments and intervertebral discs following impacts.

Regulating Movement Frequency and Speed: Implications for Lumbar Spine Load Management Strategies Demonstrated Using an In Vitro Porcine Model

The relationship between internal loading dose and low-back injury risk during lifting is well known. However, the implications of movement parameters that influence joint loading rates-movement frequency and speed-on time-dependent spine loading responses remain less documented. This study quantified the effect of loading rate and frequency on the tolerated cumulative loading dose and its relation to joint lifespan. Thirty-two porcine spinal units were exposed to biofidelic compression loading paradigms that differed by joint compression rate (4.2 and 8.3 kN/s) and frequency (30 and 60 cycles per minute). Cyclic compression testing was applied until failure was detected or 10,800 continuous cycles were tolerated. Instantaneous weighting factors were calculated to evaluate the cumulative load and Kaplan-Meier survival probability functions were examined following nonlinear dose normalization of the cyclic lifespan. Significant reductions in cumulative compression were tolerated when spinal units were compressed at 8.3 kN/s (P < .001, 67%) and when loaded at 30 cycles per minute (P = .008, 45%). There was a positive moderate relationship between cumulative load tolerance and normalized cyclic lifespan (R2 = .52), which was supported by joint survivorship functions. The frequency and speed of movement execution should be evaluated in parallel to loading dose for the management of low-back training exposures.

Axial Spondyloarthritis is associated with changes in lumbosacral loading during daily activities

BACKGROUND

There is currently little insight in lumbar spine loading during activities of daily living in patients with axial spondyloarthritis. Furthermore, it is unclear how inflammation or ankylosis-related mobility limitations in patients with axial spondyloarthritis affect lumbosacral loading, and if lumbar movement profiles have an effect on lumbosacral loading as well. Therefore, the aim of this study is to get more insight in the differences in peak and cumulative lumbosacral loading in patients with axial spondyloarthritis during activities of daily living.

METHODS

Three-dimensional motion analysis with integrative force-plates was used to calculate peak lumbosacral moment (peak loading) and lumbosacral moment impulse (cumulative loading), of 19 patients with axial spondyloarthritis and 23 healthy controls during forward bending, sit-to-stand and two lifting tasks (symmetric/asymmetric). We compared inflammatory (n = 7) and ankylosed (n = 12) patients with axial spondyloarthritis and controls. Patients were also classified into Flexion or Lordotic profile.

FINDINGS

Both inflammatory and ankylosed patients generated significantly larger lumbosacral moment impulses than healthy controls in all movements, except during sit-to-stand, where the inflammatory group showed larger moment impulse than both other two groups. Patients with a Lordotic profile showed lowered peak lumbosacral moments and moment impulses compared to those with a Flexion profile.

INTERPRETATION

Both inflammatory and ankylosed patients experienced more cumulative loading depending on the activity. But our findings suggest that classification of patients into different movement profiles might be more interesting to clinically target specific loading adaptations related to pain and fear of movement.

Effects of Future Information and Trajectory Complexity on Kinematic Signal and Muscle Activation during Visual-Motor Tracking

Visual-motor tracking movement is a common and essential behavior in daily life. However, the contribution of future information to visual-motor tracking performance is not well understood in current research. In this study, the visual-motor tracking performance with and without future-trajectories was compared. Meanwhile, three task demands were designed to investigate their impact. Eighteen healthy young participants were recruited and instructed to track a target on a screen by stretching/flexing their elbow joint. The kinematic signals (elbow joint angle) and surface electromyographic (EMG) signals of biceps and triceps were recorded. The normalized integrated jerk (NIJ) and fuzzy approximate entropy (fApEn) of the joint trajectories, as well as the multiscale fuzzy approximate entropy (MSfApEn) values of the EMG signals, were calculated. Accordingly, the NIJ values with the future-trajectory were significantly lower than those without future-trajectory (p-value < 0.01). The smoother movement with future-trajectories might be related to the increasing reliance of feedforward control. When the task demands increased, the fApEn values of joint trajectories increased significantly, as well as the MSfApEn of EMG signals (p-value < 0.05). These findings enrich our understanding about visual-motor control with future information.

Examining endplate fatigue failure during cyclic compression loading with variable and consistent peak magnitudes using a force weighting adjustment approach: an in vitro study

Repetitive movement is common in many occupational contexts. Therefore, cumulative load is a widely recognised risk factor for lowback injury. This study quantified the effect of force weighting factors on cumulative load estimates and injury prediction during cyclic loading. Forty-eight porcine cervical spine motion segments were assigned to experimental groups that differed by average peak compression magnitude (30%, 50% and 70% of predicted tolerance) and amplitude variation (consistent, variable). Cyclic loading was performed at a frequency of 0.5 Hz until fatigue failure occurred. Weighting factors were determined and applied instantaneously. Inclusion of weighting factors resulted in statistically similar cumulative load estimates at injury between variable and consistent loading (p > .071). Further, survivorship was generally greater when the peak compression magnitude was consistent compared to variable. These results emphasise the importance of weighting factors as an equalisation tool for the evaluation of cumulative low back loading exposures in occupational contexts. Practitioner summary: Weighting factors can equalise the risk of injury based on compression magnitude. When weighted, the cumulative compression was similar between consistent and variable cyclic loading protocols, despite being significantly different when unweighted and having similar injury rates. Therefore, assessing representative occupational exposures without evaluating task performance variability may underestimate injury risk. Abbreviations: FSU: functional spinal unit; UCT: ultimate compression tolerance.

Incorporating loading variability into in vitro injury analyses and its effect on cumulative compression tolerance in porcine cervical spine units

During repetitive movement, low-back loading exposures are inherently variable in magnitude. The current study aimed to investigate how variation in successive compression exposures influences cumulative load tolerance in the spine. Forty-eight porcine cervical spine units were randomly assigned to one of six combinations of mean peak compression force (30%, 50%, 70% of the predicted tolerance) and loading variation (consistent peak amplitude, variable peak amplitude). Following preload and passive range-of-motion tests, specimens were positioned in a neutral posture and then cyclically loaded in compression until failure occurred or the maximum 12 h duration was reached. Specimens were dissected to classify macroscopic injury and measurements of cumulative load, cycles, and height loss sustained at failure were calculated. Statistical comparisons were made between loading protocols within each normalized compression group. A significant loading variation × compression interaction was demonstrated for cumulative load (p = 0.026) and cycles to failure (p = 0.021). Cumulative compression was reduced under all normalized compression loads (30% p = 0.016; 50% p = 0.030; 70% p = 0.020) when variable loading was incorporated. The largest reduction was by 33% and occurred in the 30% compression group. The number of sustained cycles was reduced by 31% (p = 0.017), 72% (p = 0.030), and 76% (p = 0.009) under normalized compression loads of 30%, 50%, and 70%, respectively. These findings suggest that variation in compression exposures interact to reduce cumulative compression tolerance of the spine and could elevate low-back injury risk during time-varying repetitive tasks.