Experimental validation of a novel spine model demonstrates the large contribution of passive muscle to the flexion relaxation phenomenon

Enhancing understanding: Back muscle strength and individual flexibility impact on the flexion-relaxation phenomenon in the lumbar erector spinae

The flexion-relaxation phenomenon (FRP) refers to the deactivation of back muscles during deep forward trunk bending. This study examined the effects of back muscle strength, individual flexibility, and trunk angle on FRP in the back muscles. Forty male participants were classified into four groups according to toe-touch flexibility and back muscle strength. Lumbar erector spinae (LES) activity and the lumbosacral angle (LSA) were measured at incremental trunk flexion angles (0°-90°, with increments of 15°) to analyze FRP. Results indicated significant effects of back muscle strength, flexibility, and trunk angle on LES activity (all p < 0.001). Flexibility (p < 0.05) and trunk angle (p < 0.001) also influenced LSA. Additionally, an interaction between flexibility and trunk angle impacted LES activation (p < 0.001). Flexibility mainly determined FRP onset, while back muscle strength influenced efforts during moderate trunk flexion (30°-60°). These findings indicate that differences in lower back load among individuals with varying back muscle strengths become apparent even at relatively small trunk flexion angles (approximately 30°). When prolonged static trunk flexion in workplace settings places considerable strain on the lower back, we recommend utilizing toe-touch flexibility and back muscle strength assessments as practical screening tools for identifying early and subtle indicators of the FRP in workers.

Is the disappearance of the cervical flexion-relaxation phenomenon associated with cervical degeneration in healthy people?

PURPOSE

This study aims to explore the differences in cervical degeneration between healthy people with and without cervical flexion-relaxation phenomenon (FRP) and to identify whether the disappearance of cervical FRP is related to cervical degeneration.

METHODS

According to the flexion relaxation ratio (FRR), healthy subjects were divided into the normal FRP group and the abnormal FRP group. Besides, MRI was used to evaluate the degeneration of the passive subsystem (vertebral body, intervertebral disc, cervical sagittal balance, etc.) and the active subsystem (deep flexors [DEs], deep extensors [DFs], and superficial extensors [SEs]). In addition, the correlation of the FRR with the cervical degeneration score, C2-7Cobb, Borden method, relative total cross-sectional area (rTCSA), relative functional cross-sectional area (rFCSA), and fatty infiltration ratio (FIR) was analyzed.

RESULTS

A total of 128 healthy subjects were divided into the normal FRP group (n=52, 40.63%) and the abnormal FRP group (n=76, 59.38%). There were significant differences between the normal FRP group and the abnormal FRP group in the cervical degeneration score (z=-6.819, P<0.001), C2-7Cobb (t=2.994, P=0.004), Borden method (t=2.811, P=0.006), and FIR of DEs (t=-4.322, P<0.001). The FRR was significantly correlated with the cervical degeneration score (r=-0.457, P<0.001), C2-7Cobb (r=0.228, P=0.010), Borden method (r=0.197, P=0.026), and FIR of DEs (r=-0.253, P=0.004).

CONCLUSION

The disappearance of cervical FRP is related to cervical degeneration. A new hypothesis mechanism for FRP is proposed. The cervical FRP test is an effective and noninvasive examination for the differential diagnosis of healthy people, people with potential NSNP, and patients with NSNP.

Differential Back Muscle Flexion-Relaxation Phenomenon in Constrained versus Unconstrained Leg Postures

Previous studies examining the flexion-relaxation phenomenon (FRP) in back muscles through trunk forward flexion tests have yielded inconsistent findings, primarily due to variations in leg posture control. This study aimed to explore the influence of leg posture control and individual flexibility on FRP in back and low limb muscles. Thirty-two male participants, evenly distributed into high- and low-flexibility groups, were recruited. Activities of the erector spinae, biceps femoris, and gastrocnemius muscles, alongside the lumbosacral angle (LSA), were recorded as participants executed trunk flexion from 0° to 90° in 15° increments, enabling an analysis of FRP and its correlation with the investigated variables. The findings highlighted significant effects of all examined factors on the measured responses. At a trunk flexion angle of 60°, the influence of leg posture and flexibility on erector spinae activities was particularly pronounced. Participants with limited flexibility exhibited the most prominent FRP under constrained leg posture, while those with greater flexibility and unconstrained leg posture displayed the least FRP, indicated by their relatively larger LSAs. Under constrained leg posture conditions, participants experienced an approximate 1/3 to 1/2 increase in gastrocnemius activity throughout trunk flexion from 30° to 90°, while biceps femoris activity remained relatively constant. Using an inappropriate leg posture during back muscle FRP assessments can overestimate FRP. These findings offer guidance for designing future FRP research protocols.

The biomechanical consequence of posterior interventions at the thoracolumbar spine on the passively stabilized flexed posture

In the flexed end-of-range position (e.g., during slumped sitting), the trunk is passively stabilized. Little is known about the biomechanical consequence of posterior approaches on passive stabilization. The aim of this study is to investigate the effect of posterior surgical interventions on local and distant spinal regions. While being fixed at the pelvis, five human torsos were passively flexed. The change in spinal angulation at Th4, Th12, L4 and S1 was measured after level-wise longitudinal incisions of the thoracolumbar fascia, the paraspinal muscles, horizontal incisions of the inter- & supraspinous ligaments (ISL/SSL) and horizontal incision of the thoracolumbar fascia and the paraspinal muscles. Lumbar angulation (Th12-S1) was increased by 0.3° for fascia, 0.5° for muscle and 0.8° for ISL/SSL-incisions per lumbar level. The effect of level-wise incisions at the lumbar spine was 1.4, 3.5 and 2.6 times greater compared to thoracic interventions for fascia, muscle and ISL/SSL respectively. The combined midline interventions at the lumbar spine were associated with 2.2° extension of the thoracic spine. Horizontal incision of the fascia increased spinal angulation by 0.3°, while horizontal muscle incision resulted in a collapse of 4/5 specimens. The thoracolumbar fascia, the paraspinal muscle and the ISL/SSL are important passive stabilizers for the trunk in the flexed end-of-range position. Lumbar interventions needed for approaches to the spine have a larger effect on spinal posture than thoracic interventions and the increase of spinal angulation at the level of the intervention is partially compensated at the neighboring spinal regions.

The association between different physical activity levels and flexion-relaxation phenomenon in women: a cross-sectional study

BACKGROUND

To investigate whether the flexion-relaxation phenomenon differs in women with different physical activity levels.

METHODS

Seventy-two subjects were recruited for this study. The electromyographic activity of the erector spinae and multifidus muscles was recorded during a flexion task using a surface electromyographic device. The flexion-relaxation and extension-relaxation ratios were calculated. Participants were classified into different physical activity level groups based on their responses to the International Physical Activity Questionnaire. A Welch analysis of variance was conducted to compare the flexion-relaxation ratio and extension-relaxation ratio between groups.

RESULTS

A significant difference in the flexion-relaxation and extension-relaxation ratio was observed in both the erector spinae and multifidus muscles between different levels of physical activity.

CONCLUSIONS

In this study, we observed that female participants with high levels of physical activity showed a more pronounced flexion-relaxation phenomenon compared to those with moderate and low levels of physical activity. No significant difference was found between moderate and low physical activity levels. The findings of our study highlight the association between physical activity and the mechanics of the spinal stabilising muscles.

Towards improving the accuracy of musculoskeletal simulation of dynamic three-dimensional spine rotations with optimizing model and algorithm

BACKGROUND

The accuracy of musculoskeletal simulations greatly relies on model structures and optimization algorithms. This study investigated the unclarified influence of accounting for several commonly-simplified different model components and optimization criteria on spinal musculoskeletal simulations.

METHODS

The study constructed a full-body musculoskeletal model with passive components of functional spinal units and spinal muscles subject-specifically refined. A muscle redundancy solver was built with 15 optimization criteria. Three-dimensional spine rotations and spinal muscle activities were measured using optical motion capture and electromyogram techniques when eight healthy volunteers performed standing, flexion/extension, lateral bending, and axial rotation. The effect of the model with four different conditions of the passive components and the sensitivity of the 15 optimization criteria on simulations were investigated.

RESULTS

Accounting for the refined passive components significantly improved the simulation accuracy. Different optimization criteria behaved distinctly for different motions. Generally minimizing the sum of squared muscle activations outperformed the others, with the highest averaged correlation coefficient (0.82) between the estimated erector spinae muscle activations and measured electromyography and with the estimated joint compression forces comparable to in vivo reference data.

CONCLUSION

This study highlights the importance of passive model components and proposes a suitable optimization framework for realistic spinal musculoskeletal simulations.

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.

Investigation of the relationship between the clinical evaluation results of lumbar region muscles with cross-sectional area and fat infiltration

BACKGROUND

The relationship between the endurance of the lumbar paraspinal muscles and morphological changes needs to be clarified. In this context, the importance can be revealed of increasing the endurance level of the paraspinal muscles in the prevention and treatment of low back diseases.

OBJECTIVE

The aim of this study was to examine the relationship between the clinical evaluation results of the cross-sectional area (CSA) and fat infiltration of the lumbar deep paraspinal muscles.

METHODS

The study included 37 patients with mechanical low back pain (mechanical), 41 patients with lumbar hernia without root compression (discopathy) and 36 healthy individuals as a control group. The functional status of the lumbar deep paraspinal muscles was evaluated clinically with muscle endurance tests. The fat infiltration and CSA of the muscles were evaluated on axial MRI sections at the L3-S1 level.

RESULTS

The mean values of the prone bridge, Biering-Sorenson, and trunk flexion tests were seen to be highest in the control group and lowest in the discopathy group (p< 0.001). In all tests, the longest test period was obtained at < 10% fat infiltration and the shortest at > 50% fat infiltration. It was observed that as the amount of fat infiltration of the muscles increased, the test times were shortened. There was no significant relationship between the endurance level and the CSA of the groups.

CONCLUSION

The study results demonstrated that the endurance of the paraspinal muscles is associated with the fat infiltration of the muscles. In patients with chronic low back pain, information about muscle morphology and degeneration can be obtained with simple endurance tests without the need for further measurements. On clinical examination, a weak endurance level of the paraspinal muscles indicates the presence of a low back problem and an increase in the amount of fat infiltration.

FINITE ELEMENT SPINE MODELS AND SPINAL INSTRUMENTS: A REVIEW

There is considerable biomechanics literature on finite element modeling and analysis of the spine. To accurately mimic the biomechanical behavior of the vertebral column, a generated computational model has to include anatomical structures that are consistent with physiological reality. In this review article, we focused on the finite element spine models that have been developed by various approaches in the literature. Firstly, the anatomical features of the spine and the spinal components have been briefly explained. We then focused on the modeling stages of vertebrae, ligaments, facet joints, intervertebral discs, and spinal instruments. With this paper, we expect to provide a comprehensive resource regarding the modeling preferences used in spine modeling.

Effects of capacitive and resistive electric transfer therapy on pain and lumbar muscle stiffness and activity in patients with chronic low back pain

[Purpose] In this study, we investigated the therapeutic effects of capacitive and resistive electric transfer therapy in patients with chronic low back pain. [Participants and Methods] The study included 24 patients with chronic low back pain (12 patients each in the intervention and sham groups). Pain intensity, superficial and deep lumbar multifidus stiffness and maximum forward trunk flexion and associated activation level of the iliocostalis (thoracic and lumbar component) and lumbar multifidus muscles were measured. [Results] Post-intervention pain intensity and muscle stiffness were significantly lower than pre-intervention measurements in the intervention group. However, no between-group difference was observed in the muscle activation level at the end-point of standing trunk flexion. [Conclusion] Our findings highlight a significant therapeutic benefit of capacitive and resistive electric transfer therapy in patients with chronic low back pain and muscle stiffness.

Paraspinal muscle pathophysiology associated with low back pain and spine degenerative disorders

Low back pain disorders affect more than 80% of adults in their lifetime and are the leading cause of global disability. The muscles attaching to the spine (ie, paraspinal muscles) are critical for proper spine health and play a crucial role in the functioning of the spine and whole body; however, reports of muscle dysfunction and insufficiency in chronic LBP (CLBP) patients are common. This article presents a review of the current understanding of the relationship between paraspinal muscle pathophysiology and spine-related disorders. Human literature demonstrates a clear association between altered muscle structure/function, most notably fatty infiltration and fibrosis, and low back pain disorders; other associations, including muscle cell atrophy and fiber type changes, are less clear. Animal literature then provides some mechanistic insight into the complex relationships, including initiating factors and time courses, between the spine and spine muscles under pathological conditions. It is apparent that spine pathology can directly lead to changes in the paraspinal muscle structure, function, and biology. It also appears that changes to the muscle structure and function can directly lead to changes in the spine (eg, deformity); however, this relationship is less well studied. Future work must focus on providing insight into possible mechanisms that regulate spine and paraspinal muscle health, as well as probing how muscle degeneration/dysfunction might be an initiating factor in the progression of spine pathology.

Lumbar spine loads are reduced for activities of daily living when using a braced arm-to-thigh technique

PURPOSE

To evaluate the effect of the braced arm-to-thigh technique (BATT) (versus self-selected techniques) on three-dimensional trunk kinematics and spinal loads for three common activities of daily living (ADLs) simulated in the laboratory: weeding (gardening), reaching for an object in a low cupboard, and car egress using the two-legs out technique.

METHODS

Ten young healthy males performed each task using a self-selected technique, and then using the BATT. The pulling action of weeding was simulated using a magnet placed on a steel plate. Cupboard and car egress tasks were simulated using custom apparatus representing the dimensions of a kitchen cabinet and a medium-sized Australian car, respectively. Three-dimensional trunk kinematics and L4/L5 spinal loads were estimated using the Lifting Full-Body OpenSim model and compared between techniques. Paired t-tests were used to compare peak values between methods (self-selected vs BATT).

RESULTS

The BATT significantly reduced peak extension moments (13-51%), and both compression (27-45%) and shear forces (31-62%) at L4/L5, compared to self-selected techniques for all three tasks (p < 0.05). Lateral bending angles increased with the BATT for weeding and cupboard tasks, but these changes were expected as the BATT inherently introduces asymmetric trunk motion.

CONCLUSION

The BATT substantially reduced L4/L5 extension moments, and L4/L5 compression and shear forces, compared to self-selected methods, for three ADLs, in a small cohort of ten young healthy males without prior history of back pain. These study findings can be used to inform safe procedures for these three ADLs, as the results are considered representative of a mature population.

Muscle-driven and torque-driven centrodes during modeled flexion of individual lumbar spines are disparate

Lumbar spine biomechanics during the forward-bending of the upper body (flexion) are well investigated by both in vivo and in vitro experiments. In both cases, the experimentally observed relative motion of vertebral bodies can be used to calculate the instantaneous center of rotation (ICR). The timely evolution of the ICR, the centrode, is widely utilized for validating computer models and is thought to serve as a criterion for distinguishing healthy and degenerative motion patterns. While in vivo motion can be induced by physiological active structures (muscles), in vitro spinal segments have to be driven by external torque-applying equipment such as spine testers. It is implicitly assumed that muscle-driven and torque-driven centrodes are similar. Here, however, we show that centrodes qualitatively depend on the impetus. Distinction is achieved by introducing confidence regions (ellipses) that comprise centrodes of seven individual multi-body simulation models, performing flexion with and without preload. Muscle-driven centrodes were generally directed superior–anterior and tail-shaped, while torque-driven centrodes were located in a comparably narrow region close to the center of mass of the caudal vertebrae. We thus argue that centrodes resulting from different experimental conditions ought to be compared with caution. Finally, the applicability of our method regarding the analysis of clinical syndromes and the assessment of surgical methods is discussed.

Flexibility Measurement Affecting the Reduction Pattern of Back Muscle Activation during Trunk Flexion

Numerous studies have been conducted on lower back injury caused by deeper stooped posture, which is associated with the back muscle flexion–relaxation phenomenon (FRP). Individual flexibility also affects FRP; individuals with high flexibility have the benefit of delayed FRP occurrence. This study attempted to determine the most efficient measurement of flexibility for evaluating the occurrence and degree of FRP when participants flexed their trunk forward. We recruited 40 male university students who were grouped on the basis of three flexibility measurements (toe-touch test, TTT; sit-and-reach test, SRT; modified Schober’s test, MST) into three levels (high, middle and low). Muscle activation (thoracic and lumbar erector spinae, TES and LES, respectively; hamstring, HMS) and lumbosacral angle (LSA) were recorded when the trunk flexed forward from 0° (upright) to 15°, 30°, 45°, 60°, 75° and 90°. The results indicated that trunk angle had a significant effect on three muscle activation levels and LSA. The effects of muscles and LSA varied depending on flexibility measurement. TTT significantly discriminated LES electromyography findings between high and low flexibility groups, whereas MST and SRT distinguished between high and non-high flexibility groups. The TTT values positively correlated with the time of LES FRP occurrence, showing that the higher the TTT, the slower the occurrence of FRP. This is beneficial in delaying or avoiding excessive loading on the passive tissue of the lumbar spine when performing a deeper trunk flexion.