Neuromusculoskeletal Model Calibration Significantly Affects Predicted Knee Contact Forces for Walking

The Neuromusculoskeletal Modeling Pipeline: MATLAB-based Model Personalization and Treatment Optimization Functionality for OpenSim

Neuromusculoskeletal injuries including osteoarthritis, stroke, spinal cord injury, and traumatic brain injury affect roughly 19% of the U.S. adult population. Standardized interventions have produced suboptimal functional outcomes due to the unique treatment needs of each patient. Strides have been made to utilize computational models to develop personalized treatments, but researchers and clinicians have yet to cross the "valley of death" between fundamental research and clinical usefulness. This article introduces the Neuromusculoskeletal Modeling (NMSM) Pipeline, two MATLAB-based toolsets that add Model Personalization and Treatment Optimization functionality to OpenSim. The two toolsets facilitate computational design of individualized treatments for neuromusculoskeletal impairments through the use of personalized neuromusculoskeletal models and predictive simulation. The Model Personalization toolset contains four tools for personalizing 1) joint structure models, 2) muscle-tendon models, 3) neural control models, and 4) foot-ground contact models. The Treatment Optimization toolset contains three tools for predicting and optimizing a patient's functional outcome for different treatment options using a patient's personalized neuromusculoskeletal model with direct collocation optimal control methods. Support for user-defined cost functions and model modification functions facilitate simulation of a vast number of possible treatments. An NMSM Pipeline use case is presented for an individual post-stroke with impaired walking function, where the goal was to predict how the subject's neural control could be changed to improve walking speed without increasing metabolic cost. First the Model Personalization toolset was used to develop a personalized neuromusculoskeletal model of the subject starting from a generic OpenSim full-body model and experimental walking data (video motion capture, ground reaction, and electromyography) collected from the subject at his self-selected speed. Next the Treatment Optimization toolset was used with the personalized model to predict how the subject could recruit existing muscle synergies more effectively to reduce muscle activation disparities between the paretic and non-paretic legs. The software predicted that the subject could increase his walking speed by 60% without increasing his metabolic cost per unit time by modifying existing muscle synergy recruitment. This hypothetical treatment demonstrates how NMSM Pipeline tools could allow researchers working collaboratively with clinicians to develop personalized neuromusculoskeletal models of individual patients and to perform predictive simulations for the purpose of designing personalized treatments that maximize a patient's post-treatment functional outcome.

Comparison of synergy extrapolation and static optimization for estimating multiple unmeasured muscle activations during walking

BACKGROUND

Calibrated electromyography (EMG)-driven musculoskeletal models can provide insight into internal quantities (e.g., muscle forces) that are difficult or impossible to measure experimentally. However, the need for EMG data from all involved muscles presents a significant barrier to the widespread application of EMG-driven modeling methods. Synergy extrapolation (SynX) is a computational method that can estimate a single missing EMG signal with reasonable accuracy during the EMG-driven model calibration process, yet its performance in estimating a larger number of missing EMG signals remains unknown.

METHODS

This study assessed the accuracy with which SynX can use eight measured EMG signals to estimate muscle activations and forces associated with eight missing EMG signals in the same leg during walking while simultaneously performing EMG-driven model calibration. Experimental gait data collected from two individuals post-stroke, including 16 channels of EMG data per leg, were used to calibrate an EMG-driven musculoskeletal model, providing "gold standard" muscle activations and forces for evaluation purposes. SynX was then used to predict the muscle activations and forces associated with the eight missing EMG signals while simultaneously calibrating EMG-driven model parameter values. Due to its widespread use, static optimization (SO) applied to a scaled generic musculoskeletal model was also utilized to estimate the same muscle activations and forces. Estimation accuracy for SynX and SO was evaluated using root mean square errors (RMSE) to quantify amplitude errors and correlation coefficient r values to quantify shape similarity, each calculated with respect to "gold standard" muscle activations and forces.

RESULTS

On average, compared to SO, SynX with simultaneous model calibration produced significantly more accurate amplitude and shape estimates for unmeasured muscle activations (RMSE 0.08 vs. 0.15, r value 0.55 vs. 0.12) and forces (RMSE 101.3 N vs. 174.4 N, r value 0.53 vs. 0.07). SynX yielded calibrated Hill-type muscle-tendon model parameter values for all muscles and activation dynamics model parameter values for measured muscles that were similar to "gold standard" calibrated model parameter values.

CONCLUSIONS

These findings suggest that SynX could make it possible to calibrate EMG-driven musculoskeletal models for all important lower-extremity muscles with as few as eight carefully chosen EMG signals and eventually contribute to the design of personalized rehabilitation and surgical interventions for mobility impairments.

In-silico study of the biomechanical effects of proximal-fibular osteotomy on knee joint contact pressure in varus-valgus misalignment

The aim of this work is to investigate in-silico the biomechanical effects of a proximal fibular osteotomy (PFO) on a knee joint with different varus/valgus deformities on the progression of knee osteoarthritis (KOA). A finite element analysis (FEA) of a human lower extremity consisting of the femoral, tibial and fibular bones and the cartilage connecting them was designed. The FEA was performed in a static standing primitive position to determine the contact pressure (CP) distribution and the location of the center of pressure (CoP). The analysis examined the relationship between these factors and the degree of deformation of the hip-knee angle in the baseline condition. The results suggested that PFO could be a simple and effective surgical treatment for patients with associated genu varum. This work also reported that a possible CP homogenization and a CoP correction can be achieved for medial varus deformities after PFO. However, it reduced its effectiveness for tibial origin valgus misalignment and worsened in cases of femoral valgus misalignment.

Comparison of Synergy Extrapolation and Static Optimization for Estimating Multiple Unmeasured Muscle Activations during Walking

Background

Calibrated electromyography (EMG)-driven musculoskeletal models can provide great insight into internal quantities (e.g., muscle forces) that are difficult or impossible to measure experimentally. However, the need for EMG data from all involved muscles presents a significant barrier to the widespread application of EMG-driven modeling methods. Synergy extrapolation (SynX) is a computational method that can estimate a single missing EMG signal with reasonable accuracy during the EMG-driven model calibration process, yet its performance in estimating a larger number of missing EMG signals remains unclear.

Methods

This study assessed the accuracy with which SynX can use eight measured EMG signals to estimate muscle activations and forces associated with eight missing EMG signals in the same leg during walking while simultaneously performing EMG-driven model calibration. Experimental gait data collected from two individuals post-stroke, including 16 channels of EMG data per leg, were used to calibrate an EMG-driven musculoskeletal model, providing "gold standard" muscle activations and forces for evaluation purposes. SynX was then used to predict the muscle activations and forces associated with the eight missing EMG signals while simultaneously calibrating EMG-driven model parameter values. Due to its widespread use, static optimization (SO) was also utilized to estimate the same muscle activations and forces. Estimation accuracy for SynX and SO was evaluated using root mean square errors (RMSE) to quantify amplitude errors and correlation coefficient r values to quantify shape similarity, each calculated with respect to "gold standard" muscle activations and forces.

Results

On average, SynX produced significantly more accurate amplitude and shape estimates for unmeasured muscle activations (RMSE 0.08 vs. 0.15 , r value 0.55 vs. 0.12) and forces (RMSE 101.3 N vs. 174.4   N , r value 0.53 vs. 0.07) compared to SO. SynX yielded calibrated Hill-type muscle-tendon model parameter values for all muscles and activation dynamics model parameter values for measured muscles that were similar to "gold standard" calibrated model parameter values.

Conclusions

These findings suggest that SynX could make it possible to calibrate EMG-driven musculoskeletal models for all important lower-extremity muscles with as few as eight carefully chosen EMG signals and eventually contribute to the design of personalized rehabilitation and surgical interventions for mobility impairments.

A novel computational workflow to holistically assess total knee arthroplasty biomechanics identifies subject-specific effects of joint mechanics on implant fixation

Computational studies of total knee arthroplasty (TKA) often focus on either joint mechanics (kinematics and forces) or implant fixation mechanics. However, such disconnect between joint and fixation mechanics hinders our understanding of overall TKA biomechanical function by preventing identification of key relationships between these two levels of TKA mechanics. We developed a computational workflow to holistically assess TKA biomechanics by integrating musculoskeletal and finite element (FE) models. For our initial study using the workflow, we investigated how tibiofemoral contact mechanics affected the risk of failure due to debonding at the implant-cement interface using the four available subjects from the Grand Challenge Competitions to Predict In Vivo Knee Loads. We used a musculoskeletal model with a 12 degrees-of-freedom knee joint to simulate the stance phase of gait for each subject. The computed tibiofemoral joint forces at each node in contact were direct inputs to FE simulations of the same subjects. We found that the peak risk of failure did not coincide with the peak joint forces or the extreme tibiofemoral contact positions. Moreover, despite the consistency of joint forces across subjects, we observed important variability in the profile of the risk of failure during gait. Thus, by a combined evaluation of the joint and implant fixation mechanics of TKA, we could identify subject-specific effects of joint kinematics and forces on implant fixation that would otherwise have gone unnoticed. We intend to apply our workflow to evaluate the impact of implant alignment and design on TKA biomechanics.

A machine learning approach to quantify individual gait responses to ankle exoskeletons

Predicting an individual's response to an exoskeleton and understanding what data are needed to characterize responses remains challenging. Specifically, we lack a theoretical framework capable of quantifying heterogeneous responses to exoskeleton interventions. We leverage a neural network-based discrepancy modeling framework to quantify complex changes in gait in response to passive ankle exoskeletons in nondisabled adults. Discrepancy modeling aims to resolve dynamical inconsistencies between model predictions and real-world measurements. Neural networks identified models of (i) Nominal gait, (ii) Exoskeleton (Exo) gait, and (iii) the Discrepancy (i.e., response) between them. If an Augmented (Nominal+Discrepancy) model captured exoskeleton responses, its predictions should account for comparable amounts of variance in Exo gait data as the Exo model. Discrepancy modeling successfully quantified individuals' exoskeleton responses without requiring knowledge about physiological structure or motor control: a model of Nominal gait augmented with a Discrepancy model of response accounted for significantly more variance in Exo gait (median R2 for kinematics (0.928-0.963) and electromyography (0.665-0.788), (p<0.042)) than the Nominal model (median R2 for kinematics (0.863-0.939) and electromyography (0.516-0.664)). However, additional measurement modalities and/or improved resolution are needed to characterize Exo gait, as the discrepancy may not comprehensively capture response due to unexplained variance in Exo gait (median R2 for kinematics (0.954-0.977) and electromyography (0.724-0.815)). These techniques can be used to accelerate the discovery of individual-specific mechanisms driving exoskeleton responses, thus enabling personalized rehabilitation.

Neuromusculoskeletal model calibration accounts for differences in electromechanical delay and maximum isometric muscle force

Electromechanical delay (EMD) and maximum isometric muscle force (F_o^M) are important parameters for joint contact force calculation with EMG-informed neuromusculoskeletal (NMS) models. These parameters can vary between tasks (EMD) and individuals (EMD and F_o^M), making it challenging to establish representative values. One promising approach is to personalise candidate parameters to the participant (e.g., F_o^M by regression equation) and then adjust all parameters within a calibration (i.e., numerical optimisation) to minimise error between corresponding pairs of experimental measures and model-predicted values. The purpose of this study was to determine whether calibration of an NMS model resulted in consistent joint contact forces, regardless of EMD value or personalisation of F_o^M. Hip, knee, and ankle contact forces were predicted for 28 participants using EMG-informed NMS models. Differences in joint contact forces with EMD were examined in six models, calibrated with EMD from 15 to 110 ms. Differences in joint contact forces with personalisation of F_o^M were examined in two models, both calibrated with the same initial EMD (50 ms), one with generic and one with personalised values for F_o^M. For all models, joint contact force peaks during the first and second halves of stance were extracted and compared using a repeated-measures analysis of variance. Calibrated models with EMD set between 35 and 70 ms produced similar magnitude and timing of peak joint contact forces. Compared with generic values, personalising and then calibrating F_o^M resulted in comparable peak contact forces at hip, but not knee or ankle, while also producing muscle-specific tensions similar to reported literature. Overall, EMD between 35 and 70 ms and personalised initial values of F_o^M before calibration are advised for EMG-informed NMS modelling.

A machine learning approach to quantify individual gait responses to ankle exoskeletons

We currently lack a theoretical framework capable of characterizing heterogeneous responses to exoskeleton interventions. Predicting an individual's response to an exoskeleton and understanding what data are needed to characterize responses has been a persistent challenge. In this study, we leverage a neural network-based discrepancy modeling framework to quantify complex changes in gait in response to passive ankle exoskeletons in nondisabled adults. Discrepancy modeling aims to resolve dynamical inconsistencies between model predictions and real-world measurements. Neural networks identified models of (i) Nominal gait, (ii) Exoskeleton ( Exo ) gait, and (iii) the Discrepancy ( i.e. , response) between them. If an Augmented (Nominal+Discrepancy) model captured exoskeleton responses, its predictions should account for comparable amounts of variance in Exo gait data as the Exo model. Discrepancy modeling successfully quantified individuals' exoskeleton responses without requiring knowledge about physiological structure or motor control: a model of Nominal gait augmented with a Discrepancy model of response accounted for significantly more variance in Exo gait (median R 2 for kinematics (0.928 - 0.963) and electromyography (0.665 - 0.788), ( p < 0.042)) than the Nominal model (median R 2 for kinematics (0.863 - 0.939) and electromyography (0.516 - 0.664)). However, additional measurement modalities and/or improved resolution are needed to characterize Exo gait, as the discrepancy may not comprehensively capture response due to unexplained variance in Exo gait (median R 2 for kinematics (0.954 - 0.977) and electromyography (0.724 - 0.815)). These techniques can be used to accelerate the discovery of individual-specific mechanisms driving exoskeleton responses, thus enabling personalized rehabilitation.

Myoelectric Control Systems for Upper Limb Wearable Robotic Exoskeletons and Exosuits-A Systematic Review

In recent years, myoelectric control systems have emerged for upper limb wearable robotic exoskeletons to provide movement assistance and/or to restore motor functions in people with motor disabilities and to augment human performance in able-bodied individuals. In myoelectric control, electromyographic (EMG) signals from muscles are utilized to implement control strategies in exoskeletons and exosuits, improving adaptability and human-robot interactions during various motion tasks. This paper reviews the state-of-the-art myoelectric control systems designed for upper-limb wearable robotic exoskeletons and exosuits, and highlights the key focus areas for future research directions. Here, different modalities of existing myoelectric control systems were described in detail, and their advantages and disadvantages were summarized. Furthermore, key design aspects (i.e., supported degrees of freedom, portability, and intended application scenario) and the type of experiments conducted to validate the efficacy of the proposed myoelectric controllers were also discussed. Finally, the challenges and limitations of current myoelectric control systems were analyzed, and future research directions were suggested.

Multi-level personalization of neuromusculoskeletal models to estimate physiologically plausible knee joint contact forces in children

Neuromusculoskeletal models are a powerful tool to investigate the internal biomechanics of an individual. However, commonly used neuromusculoskeletal models are generated via linear scaling of generic templates derived from elderly adult anatomies and poorly represent a child, let alone children with a neuromuscular disorder whose musculoskeletal structures and muscle activation patterns are profoundly altered. Model personalization can capture abnormalities and appropriately describe the underlying (altered) biomechanics of an individual. In this work, we explored the effect of six different levels of neuromusculoskeletal model personalization on estimates of muscle forces and knee joint contact forces to tease out the importance of model personalization for normal and abnormal musculoskeletal structures and muscle activation patterns. For six children, with and without cerebral palsy, generic scaled models were developed and progressively personalized by (1) tuning and calibrating musculotendon units' parameters, (2) implementing an electromyogram-assisted approach to synthesize muscle activations, and (3) replacing generic anatomies with image-based bony geometries, and physiologically and physically plausible muscle kinematics. Biomechanical simulations of gait were performed in the OpenSim and CEINMS software on ten overground walking trials per participant. A mixed-ANOVA test, with Bonferroni corrections, was conducted to compare all models' estimates. The model with the highest level of personalization produced the most physiologically plausible estimates. Model personalization is crucial to produce physiologically plausible estimates of internal biomechanical quantities. In particular, personalization of musculoskeletal anatomy and muscle activation patterns had the largest effect overall. Increased research efforts are needed to ease the creation of personalized neuromusculoskeletal models.

EMG-driven musculoskeletal model calibration with estimation of unmeasured muscle excitations via synergy extrapolation

Subject-specific electromyography (EMG)-driven musculoskeletal models that predict muscle forces have the potential to enhance our knowledge of internal biomechanics and neural control of normal and pathological movements. However, technical gaps in experimental EMG measurement, such as inaccessibility of deep muscles using surface electrodes or an insufficient number of EMG channels, can cause difficulties in collecting EMG data from muscles that contribute substantially to joint moments, thereby hindering the ability of EMG-driven models to predict muscle forces and joint moments reliably. This study presents a novel computational approach to address the problem of a small number of missing EMG signals during EMG-driven model calibration. The approach (henceforth called "synergy extrapolation" or SynX) linearly combines time-varying synergy excitations extracted from measured muscle excitations to estimate 1) unmeasured muscle excitations and 2) residual muscle excitations added to measured muscle excitations. Time-invariant synergy vector weights defining the contribution of each measured synergy excitation to all unmeasured and residual muscle excitations were calibrated simultaneously with EMG-driven model parameters through a multi-objective optimization. The cost function was formulated as a trade-off between minimizing joint moment tracking errors and minimizing unmeasured and residual muscle activation magnitudes. We developed and evaluated the approach by treating a measured fine wire EMG signal (iliopsoas) as though it were "unmeasured" for walking datasets collected from two individuals post-stroke-one high functioning and one low functioning. How well unmeasured muscle excitations and activations could be predicted with SynX was assessed quantitatively for different combinations of SynX methodological choices, including the number of synergies and categories of variability in unmeasured and residual synergy vector weights across trials. The two best methodological combinations were identified, one for analyzing experimental walking trials used for calibration and another for analyzing experimental walking trials not used for calibration or for predicting new walking motions computationally. Both methodological combinations consistently provided reliable and efficient estimates of unmeasured muscle excitations and activations, muscle forces, and joint moments across both subjects. This approach broadens the possibilities for EMG-driven calibration of muscle-tendon properties in personalized neuromusculoskeletal models and may eventually contribute to the design of personalized treatments for mobility impairments.

Electromyography measurements of the deep hip muscles do not improve estimates of hip contact force

The deep hip muscles are often omitted in studies investigating hip contact forces using neuromusculoskeletal modelling methods. However, recent evidence indicates the deep hip muscles have potential to change the direction of hip contact force and could have relevance for hip contact loading estimates. Further, it is not known whether deep hip muscle excitation patterns can be accurately estimated using neuromusculoskeletal modelling or require measurement (through invasive and time-consuming methods) to inform models used to estimate hip contact forces. We calculated hip contact forces during walking, squatting, and squat-jumping for 17 participants using electromyography (EMG)-informed neuromusculoskeletal modelling with (informed) and without (synthesized) intramuscular EMG for the deep hip muscles (piriformis, obturator internus, quadratus femoris). Hip contact force magnitude and direction, calculated as the angle between hip contact force and vector from femoral head to acetabular center, were compared between configurations using a paired t-test deployed through statistical parametric mapping (P < 0.05). Additionally, root mean square error, correlation coefficients (R²), and timing accuracy between measured and modelled deep hip muscle excitation patterns were computed. No significant between-configuration differences in hip contact force magnitude or direction were found for any task. However, the synthesized method poorly predicted (R²-range 0.02-0.3) deep hip muscle excitation patterns for all tasks. Consequently, intramuscular EMG of the deep hip muscles may be unnecessary when estimating hip contact force magnitude or direction using EMG-informed neuromusculoskeletal modelling, though is likely essential for investigations of deep hip muscle function.

A factorization-based algorithm to predict EMG data using only kinematics information

EMG analyses have several applications, such as identifying muscle excitation patterns during rehabilitation or training plans, or controlling EMG-driven devices. However, experimental measurements can be time consuming or difficult to obtain. This study presents a simple algorithm to predict EMG signals that can be applied in real time during running, given only the instantaneous vector of kinematics. We hypothesize that the factorization of the kinematics of the skeleton together with the EMG data of calibration subjects could be used to predict EMG data of another subject only using the kinematic information. The results showed that EMG signals of lower-limb muscles can be predicted accurately in less than a second using this method. Correlation coefficients between predicted and experimental EMG signals were higher than 0.7 in 10 out of 11 muscles for most prediction trials and subjects, and their overall median value was higher than 0.8. These values confirm that this method could be used to accurately predict EMG signals in real time when only kinematics are measured.

Personalised high tibial osteotomy has mechanical safety equivalent to generic device in a case-control in silico clinical trial

Background

Despite favourable outcomes relatively few surgeons offer high tibial osteotomy (HTO) as a treatment option for early knee osteoarthritis, mainly due to the difficulty of achieving planned correction and reported soft tissue irritation around the plate used to stablise the osteotomy. To compare the mechanical safety of a new personalised 3D printed high tibial osteotomy (HTO) device, created to overcome these issues, with an existing generic device, a case-control in silico virtual clinical trial was conducted.

Methods

Twenty-eight knee osteoarthritis patients underwent computed tomography (CT) scanning to create a virtual cohort; the cohort was duplicated to form two arms, Generic and Personalised, on which virtual HTO was performed. Finite element analysis was performed to calculate the stresses in the plates arising from simulated physiological activities at three healing stages. The odds ratio indicative of the relative risk of fatigue failure of the HTO plates between the personalised and generic arms was obtained from a multi-level logistic model.

Results

Here we show, at 12 weeks post-surgery, the odds ratio indicative of the relative risk of fatigue failure was 0.14 (95%CI 0.01 to 2.73, p = 0.20).

Conclusions

This novel (to the best of our knowledge) in silico trial, comparing the mechanical safety of a new personalised 3D printed high tibial osteotomy device with an existing generic device, shows that there is no increased risk of failure for the new personalised design compared to the existing generic commonly used device. Personalised high tibial osteotomy can overcome the main technical barriers for this type of surgery, our findings support the case for using this technology for treating early knee osteoarthritis.

Computational modelling of muscle fibre operating ranges in the hindlimb of a small ground bird (Eudromia elegans), with implications for modelling locomotion in extinct species

The arrangement and physiology of muscle fibres can strongly influence musculoskeletal function and whole-organismal performance. However, experimental investigation of muscle function during in vivo activity is typically limited to relatively few muscles in a given system. Computational models and simulations of the musculoskeletal system can partly overcome these limitations, by exploring the dynamics of muscles, tendons and other tissues in a robust and quantitative fashion. Here, a high-fidelity, 26-degree-of-freedom musculoskeletal model was developed of the hindlimb of a small ground bird, the elegant-crested tinamou (Eudromia elegans, ~550 g), including all the major muscles of the limb (36 actuators per leg). The model was integrated with biplanar fluoroscopy (XROMM) and forceplate data for walking and running, where dynamic optimization was used to estimate muscle excitations and fibre length changes throughout both gaits. Following this, a series of static simulations over the total range of physiological limb postures were performed, to circumscribe the bounds of possible variation in fibre length. During gait, fibre lengths for all muscles remained between 0.5 to 1.21 times optimal fibre length, but operated mostly on the ascending limb and plateau of the active force-length curve, a result that parallels previous experimental findings for birds, humans and other species. However, the ranges of fibre length varied considerably among individual muscles, especially when considered across the total possible range of joint excursion. Net length change of muscle-tendon units was mostly less than optimal fibre length, sometimes markedly so, suggesting that approaches that use muscle-tendon length change to estimate optimal fibre length in extinct species are likely underestimating this important parameter for many muscles. The results of this study clarify and broaden understanding of muscle function in extant animals, and can help refine approaches used to study extinct species.

A Conceptual Blueprint for Making Neuromusculoskeletal Models Clinically Useful

The ultimate goal of most neuromusculoskeletal modeling research is to improve the treatment of movement impairments. However, even though neuromusculoskeletal models have become more realistic anatomically, physiologically, and neurologically over the past 25 years, they have yet to make a positive impact on the design of clinical treatments for movement impairments. Such impairments are caused by common conditions such as stroke, osteoarthritis, Parkinson’s disease, spinal cord injury, cerebral palsy, limb amputation, and even cancer. The lack of clinical impact is somewhat surprising given that comparable computational technology has transformed the design of airplanes, automobiles, and other commercial products over the same time period. This paper provides the author’s personal perspective for how neuromusculoskeletal models can become clinically useful. First, the paper motivates the potential value of neuromusculoskeletal models for clinical treatment design. Next, it highlights five challenges to achieving clinical utility and provides suggestions for how to overcome them. After that, it describes clinical, technical, collaboration, and practical needs that must be addressed for neuromusculoskeletal models to fulfill their clinical potential, along with recommendations for meeting them. Finally, it discusses how more complex modeling and experimental methods could enhance neuromusculoskeletal model fidelity, personalization, and utilization. The author hopes that these ideas will provide a conceptual blueprint that will help the neuromusculoskeletal modeling research community work toward clinical utility.

In Silico-Enhanced Treatment and Rehabilitation Planning for Patients with Musculoskeletal Disorders: Can Musculoskeletal Modelling and Dynamic Simulations Really Impact Current Clinical Practice?

Over the past decades, the use of computational physics-based models representative of the musculoskeletal (MSK) system has become increasingly popular in many fields of clinically driven research, locomotor rehabilitation in particular. These models have been applied to various functional impairments given their ability to estimate parameters which cannot be readily measured in vivo but are of interest to clinicians. The use of MSK modelling and simulations allows analysis of relevant MSK biomarkers such as muscle and joint contact loading at a number of different stages in the clinical treatment pathway in order to benefit patient functional outcome. Applications of these methods include optimisation of rehabilitation programs, patient stratification, disease characterisation, surgical pre-planning, and assistive device and exoskeleton design and optimisation. This review provides an overview of current approaches, the components of standard MSK models, applications, limitations, and assumptions of these modelling and simulation methods, and finally proposes a future direction.

Do Muscle Synergies Improve Optimization Prediction of Muscle Activations During Gait?

Determination of muscle forces during motion can help to understand motor control, assess pathological movement, diagnose neuromuscular disorders, or estimate joint loads. Difficulty of in vivo measurement made computational analysis become a common alternative in which, as several muscles serve each degree of freedom, the muscle redundancy problem must be solved. Unlike static optimization (SO), synergy optimization (SynO) couples muscle activations across all time frames, thereby altering estimated muscle co-contraction. This study explores whether the use of a muscle synergy structure within an SO framework improves prediction of muscle activations during walking. A motion/force/electromyography (EMG) gait analysis was performed on five healthy subjects. A musculoskeletal model of the right leg actuated by 43 Hill-type muscles was scaled to each subject and used to calculate joint moments, muscle–tendon kinematics, and moment arms. Muscle activations were then estimated using SynO with two to six synergies and traditional SO, and these estimates were compared with EMG measurements. Synergy optimization neither improved SO prediction of experimental activation patterns nor provided SO exact matching of joint moments. Finally, synergy analysis was performed on SO estimated activations, being found that the reconstructed activations produced poor matching of experimental activations and joint moments. As conclusion, it can be said that, although SynO did not improve prediction of muscle activations during gait, its reduced dimensional control space could be beneficial for applications such as functional electrical stimulation or motion control and prediction.

Modelling Human Locomotion to Inform Exercise Prescription for Osteoporosis

PURPOSE OF REVIEW

We review the literature on hip fracture mechanics and models of hip strain during exercise to postulate the exercise regimen for best promoting hip strength.

RECENT FINDINGS

The superior neck is a common location for hip fracture and a relevant exercise target for osteoporosis. Current modelling studies showed that fast walking and stair ambulation, but not necessarily running, optimally load the femoral neck and therefore theoretically would mitigate the natural age-related bone decline, being easily integrated into routine daily activity. High intensity jumps and hopping have been shown to promote anabolic response by inducing high strain in the superior anterior neck. Multidirectional exercises may cause beneficial non-habitual strain patterns across the entire femoral neck. Resistance knee flexion and hip extension exercises can induce high strain in the superior neck when performed using maximal resistance loadings in the average population. Exercise can stimulate an anabolic response of the femoral neck either by causing higher than normal bone strain over the entire hip region or by causing bending of the neck and localized strain in the superior cortex. Digital technologies have enabled studying interdependences between anatomy, bone distribution, exercise, strain and metabolism and may soon enable personalized prescription of exercise for optimal hip strength.

Muscle Synergies Modify Optimization Estimates of Joint Stiffness During Walking

Because of its simplicity, static optimization (SO) is frequently used to resolve the muscle redundancy problem (i.e., more muscles than degrees-of-freedom (DOF) in the human musculoskeletal system). However, SO minimizes antagonistic co-activation and likely joint stiffness as well, which may not be physiologically realistic since the body modulates joint stiffness during movements such as walking. Knowledge of joint stiffness is limited due to the difficulty of measuring it experimentally, leading researchers to estimate it using computational models. This study explores how imposing a synergy structure on the muscle activations estimated by optimization (termed "synergy optimization," or SynO) affects calculated lower body joint stiffnesses during walking. By limiting the achievable muscle activations and coupling all time frames together, a synergy structure provides a potential mechanism for reducing indeterminacy and improving physiological co-activation but at the cost of a larger optimization problem. To compare joint stiffnesses produced by SynO (2-6 synergies) and SO, we used both approaches to estimate lower body muscle activations and forces for sample experimental overground walking data obtained from the first knee grand challenge competition. Both optimizations used a custom Hill-type muscle model that permitted analytic calculation of individual muscle contributions to the stiffness of spanned joints. Both approaches reproduced inverse dynamic joint moments well over the entire gait cycle, though SynO with only two synergies exhibited the largest errors. Maximum and mean joint stiffnesses for hip and knee flexion in particular decreased as the number of synergies increased from 2 to 6, with SO producing the lowest joint stiffness values. Our results suggest that SynO increases joint stiffness by increasing muscle co-activation, and furthermore, that walking with a reduced number of synergies may result in increased joint stiffness and perhaps stability.

Muscle Synergy Constraints Do Not Improve Estimates of Muscle Activity From Static Optimization During Gait for Unimpaired Children or Children With Cerebral Palsy

Neuromusculoskeletal simulation provides a promising platform to inform the design of assistive devices or inform rehabilitation. For these applications, a simulation must be able to accurately represent the person of interest, such as an individual with a neurologic injury. If a simulation fails to predict how an individual recruits and coordinates their muscles during movement, it will have limited utility for informing design or rehabilitation. While inverse dynamic simulations have previously been used to evaluate anticipated responses from interventions, like orthopedic surgery or orthoses, they frequently struggle to accurately estimate muscle activations, even for tasks like walking. The simulated muscle activity often fails to represent experimentally measured muscle activity from electromyographic (EMG) recordings. Research has theorized that the nervous system may simplify the range of possible activations used during dynamic tasks, by constraining activations to weighted groups of muscles, referred to as muscle synergies. Synergies are altered after neurological injury, such as stroke or cerebral palsy (CP), and may provide a method for improving subject-specific models of neuromuscular control. The aim of this study was to test whether constraining simulation to synergies could improve estimated muscle activations compared to EMG data. We evaluated modeled muscle activations during gait for six typically developing (TD) children and six children with CP. Muscle activations were estimated with: (1) static optimization (SO), minimizing muscle activations squared, and (2) synergy SO (SynSO), minimizing synergy activations squared using the weights identified from EMG data for two to five synergies. While SynSO caused changes in estimated activations compared to SO, the correlation to EMG data was not higher in SynSO than SO for either TD or CP groups. The correlations to EMG were higher in CP than TD for both SO (CP: 0.48, TD: 0.36) and SynSO (CP: 0.46, TD: 0.26 for five synergies). Constraining activations to SynSO caused the simulated muscle stress to increase compared to SO for all individuals, causing a 157% increase with two synergies. These results suggest that constraining simulated activations in inverse dynamic simulations to subject-specific synergies alone may not improve estimation of muscle activations during gait for generic musculoskeletal models.

Evaluation of predicted patellofemoral joint kinematics with a moving-axis joint model

The main objectives of this study were to expand the moving-axis joint model concept to the patellofemoral joint and evaluate the patellar motion against experimental patellofemoral kinematics. The experimental data was obtained through 2D-to-3D bone reconstruction of EOS images and segmented MRI data utilizing an iterative closest point optimization technique. Six knee model variations were developed using the AnyBody Modeling System and subject-specific bone geometries. These models consisted of various combinations of tibiofemoral (hinge, moving-axis, and interpolated) and patellofemoral (hinge and moving-axis) joint types. The newly introduced interpolated tibiofemoral joint is calibrated from the five EOS quasi-static lunge positions. The patellofemoral axis of the hinge model was defined by performing surface fits to the patellofemoral contact area; and the moving-axis model was defined based upon the position of the patellofemoral joint at 0° and 90° tibiofemoral-flexion. In between these angles, the patellofemoral axis moved linearly as a function of tibiofemoral-flexion, while outside these angles, the axis remained fixed. When using a moving-axis tibiofemoral joint, a hinge patellofemoral joint offers (-5.12 ± 1.23 mm, 5.81 ± 0.97 mm, 14.98 ± 2.30°, -4.35 ± 1.95°) mean differences (compared to EOS) while a moving-axis patellofemoral model provides (-2.69 ± 1.04 mm, 1.13 ± 0.80 mm, 12.63 ± 2.03°, 1.74 ± 1.46°) in terms of lateral-shift, superior translation, patellofemoral-flexion, and patellar-rotation, respectively. Furthermore, the model predictive capabilities increased as a direct result of adding more calibrated positions to the tibiofemoral model (hinge-1, moving-axis-2, and interpolated-5). Overall, a novel subject-specific moving-axis patellofemoral model has been established; that produces realistic patellar motion and is computationally fast enough for clinical applications.

The effects of electromyography-assisted modelling in estimating musculotendon forces during gait in children with cerebral palsy

Neuro-musculoskeletal modelling can provide insight into the aberrant muscle function during walking in those suffering cerebral palsy (CP). However, such modelling employs optimization to estimate muscle activation that may not account for disturbed motor control and muscle weakness in CP. This study evaluated different forms of neuro-musculoskeletal model personalization and optimization to estimate musculotendon forces during gait of nine children with CP (GMFCS I-II) and nine typically developing (TD) children. Data collection included 3D-kinematics, ground reaction forces, and electromyography (EMG) of eight lower limb muscles. Four different optimization methods estimated muscle activation and musculotendon forces of a scaled-generic musculoskeletal model for each child walking, i.e. (i) static optimization that minimized summed-excitation squared; (ii) static optimization with maximum isometric muscle forces scaled to body mass; (iii) an EMG-assisted approach using optimization to minimize summed-excitation squared while reducing tracking errors of experimental EMG-linear envelopes and joint moments; and (iv) EMG-assisted with musculotendon model parameters first personalized by calibration. Both static optimization approaches showed a relatively low model performance compared to EMG envelopes. EMG-assisted approaches performed much better, especially in CP, with only a minor mismatch in joint moments. Calibration did not affect model performance significantly, however it did affect musculotendon forces, especially in CP. A model more consistent with experimental measures is more likely to yield more physiologically representative results. Therefore, this study highlights the importance of calibrated EMG-assisted modelling when estimating musculotendon forces in TD children and even more so in children with CP.

Improving Musculoskeletal Model Scaling Using an Anatomical Atlas: The Importance of Gender and Anthropometric Similarity to Quantify Joint Reaction Forces

OBJECTIVE

The accuracy of a musculoskeletal model relies heavily on the implementation of the underlying anatomical dataset. Linear scaling of a generic model, despite being time and cost efficient, produces substantial errors as it does not account for gender differences and inter-individual anatomical variations. The hypothesis of this study is that linear scaling to a musculoskeletal model with gender and anthropometric similarity to the individual subject produces similar results to the ones that can be obtained from a subject-specific model.

METHODS

A lower limb musculoskeletal anatomical atlas was developed consisting of ten datasets derived from magnetic resonance imaging of healthy subjects and an additional generic dataset from the literature. Predicted muscle activation and joint reaction force were compared with electromyography and literature data. Regressions based on gender and anthropometry were used to identify the use of atlas.

RESULTS

Primary predictors of differences for the joint reaction force predictions were mass difference for the ankle (p < 0.001) and length difference for the knee and hip (p ≤ 0.017). Gender difference accounted for an additional 3% of the variance (p ≤ 0.039). Joint reaction force differences at the ankle, knee, and hip were reduced by between 50% and 67% (p = 0.005) when using a musculoskeletal model with the same gender and similar anthropometry in comparison with a generic model.

CONCLUSION

Linear scaling with gender and anthropometric similarity can improve joint reaction force predictions in comparison with a scaled generic model.

SIGNIFICANCE

The presented scaling approach and atlas can improve the fidelity and utility of musculoskeletal models for subject-specific applications.

The effect of plate design, bridging span, and fracture healing on the performance of high tibial osteotomy plates: An experimental and finite element study

Objectives

Opening wedge high tibial osteotomy (HTO) is an established surgical procedure for the treatment of early-stage knee arthritis. Other than infection, the majority of complications are related to mechanical factors – in particular, stimulation of healing at the osteotomy site. This study used finite element (FE) analysis to investigate the effect of plate design and bridging span on interfragmentary movement (IFM) and the influence of fracture healing on plate stress and potential failure.

Materials and Methods

A 10° opening wedge HTO was created in a composite tibia. Imaging and strain gauge data were used to create and validate FE models. Models of an intact tibia and a tibia implanted with a custom HTO plate using two different bridging spans were validated against experimental data. Physiological muscle forces and different stages of osteotomy gap healing simulating up to six weeks postoperatively were then incorporated. Predictions of plate stress and IFM for the custom plate were compared against predictions for an industry standard plate (TomoFix).

Results

For both plate types, long spans increased IFM but did not substantially alter peak plate stress. The custom plate increased axial and shear IFM values by up to 24% and 47%, respectively, compared with the TomoFix. In all cases, a callus stiffness of 528 MPa was required to reduce plate stress below the fatigue strength of titanium alloy.

Conclusion

We demonstrate that larger bridging spans in opening wedge HTO increase IFM without substantially increasing plate stress. The results indicate, however, that callus healing is required to prevent fatigue failure.

Cite this article: A. R. MacLeod, G. Serrancoli, B. J. Fregly, A. D. Toms, H. S. Gill. The effect of plate design, bridging span, and fracture healing on the performance of high tibial osteotomy plates: An experimental and finite element study. Bone Joint Res 2018;7:639–649. DOI: 10.1302/2046-3758.712.BJR-2018-0035.R1.

Can Measured Synergy Excitations Accurately Construct Unmeasured Muscle Excitations?

Accurate prediction of muscle and joint contact forces during human movement could improve treatment planning for disorders such as osteoarthritis, stroke, Parkinson's disease, and cerebral palsy. Recent studies suggest that muscle synergies, a low-dimensional representation of a large set of muscle electromyographic (EMG) signals (henceforth called "muscle excitations"), may reduce the redundancy of muscle excitation solutions predicted by optimization methods. This study explores the feasibility of using muscle synergy information extracted from eight muscle EMG signals (henceforth called "included" muscle excitations) to accurately construct muscle excitations from up to 16 additional EMG signals (henceforth called "excluded" muscle excitations). Using treadmill walking data collected at multiple speeds from two subjects (one healthy, one poststroke), we performed muscle synergy analysis on all possible subsets of eight included muscle excitations and evaluated how well the calculated time-varying synergy excitations could construct the remaining excluded muscle excitations (henceforth called "synergy extrapolation"). We found that some, but not all, eight-muscle subsets yielded synergy excitations that achieved >90% extrapolation variance accounted for (VAF). Using the top 10% of subsets, we developed muscle selection heuristics to identify included muscle combinations whose synergy excitations achieved high extrapolation accuracy. For 3, 4, and 5 synergies, these heuristics yielded extrapolation VAF values approximately 5% lower than corresponding reconstruction VAF values for each associated eight-muscle subset. These results suggest that synergy excitations obtained from experimentally measured muscle excitations can accurately construct unmeasured muscle excitations, which could help limit muscle excitations predicted by muscle force optimizations.

Predictive Simulations of Neuromuscular Coordination and Joint-Contact Loading in Human Gait

We implemented direct collocation on a full-body neuromusculoskeletal model to calculate muscle forces, ground reaction forces and knee contact loading simultaneously for one cycle of human gait. A data-tracking collocation problem was solved for walking at the normal speed to establish the practicality of incorporating a 3D model of articular contact and a model of foot-ground interaction explicitly in a dynamic optimization simulation. The data-tracking solution then was used as an initial guess to solve predictive collocation problems, where novel patterns of movement were generated for walking at slow and fast speeds, independent of experimental data. The data-tracking solutions accurately reproduced joint motion, ground forces and knee contact loads measured for two total knee arthroplasty patients walking at their preferred speeds. RMS errors in joint kinematics were < 2.0° for rotations and < 0.3 cm for translations while errors in the model-computed ground-reaction and knee-contact forces were < 0.07 BW and < 0.4 BW, respectively. The predictive solutions were also consistent with joint kinematics, ground forces, knee contact loads and muscle activation patterns measured for slow and fast walking. The results demonstrate the feasibility of performing computationally-efficient, predictive, dynamic optimization simulations of movement using full-body, muscle-actuated models with realistic representations of joint function.