The effect of foot posture on capacity to apply free moments to the ground: implications for fighting performance in great apes

Regulation of whole-body angular momentum during human walking

In human walking, whole-body angular momentum (WBAM) about the body centre-of-mass is reportedly maintained in a small range throughout a gait cycle by the intersegmental cancellation of angular momentum. However, the WBAM is certainly not zero, which indicates that external moments applied from the ground due to ground reaction forces (GRFs) and vertical free moments (VFMs) counteract the WBAM. This study provides a complete dataset of the WBAM, each segmental angular momentum, and the external moments due to GRFs and VFMs during human walking. This is done to test whether (1) the three components of the WBAM are cancelled by coordinated intersegmental movements, and whether (2) the external moments due to GRFs and VFMs contribute only minimally to WBAM regulation throughout a gait cycle. This study demonstrates that WBAM is regulated in a small range not only by the segment-to-segment cancellation, but also largely through contributions by the GRFs. The magnitude of VFM is significantly smaller than the peak vertical moment generated by the GRFs; however, in the single-support phase during walking, the VFM is possibly critical for coping with the change in the vertical WBAM due to force perturbations and arm or trunk movements.

Functional significance of vertical free moment for generation of human bipedal walking

In human bipedal walking, the plantar surface of the foot is in contact with the floor surface, so that a vertical free moment (VFM), a torque about a vertical axis acting at the centre-of-pressure due to friction between the foot and the ground, is generated and applied to the foot. The present study investigated the functional significance of the VFM in the mechanics and evolution of human bipedal walking by analysing kinematics and kinetics of human walking when the VFM is selectively eliminated using point-contact shoes. When the VFM was selectively eliminated during walking, the thorax and pelvis axially rotated in-phase, as opposed to normal out-of-phase rotation. The amplitudes of the axial rotation also significantly increased, indicating that the VFM greatly contributes to stable and efficient bipedal walking. However, such changes in the trunk movement occurred only when arm swing was restricted, suggesting that the VFM is critical only when arm swing is restrained. Therefore, the human plantigrade foot capable of generating large VFM is possibly adaptive for bipedal walking with carrying food, corroborating with the so-called provisioning hypothesis that food carrying in the early hominins is a selective pressure for the evolution of human bipedalism.

A new early hominin calcaneus from Kromdraai (South Africa)

The Kromdraai site in South Africa has yielded numerous early hominin fossils since 1938. As a part of recent excavations within Unit P, a largely complete early hominin calcaneus (KW 6302) was discovered. Due to its role in locomotion, the calcaneus has the potential to reveal important form/function relationships. Here, we describe KW 6302 and analyze its preserved morphology relative to human and nonhuman ape calcanei, as well as calcanei attributed to Australopithecus afarensis, Australopithecus africanus, Australopithecus sediba, Homo naledi, and the Omo calcaneus (either Paranthropus or early Homo). KW 6302 calcaneal morphology is assessed using numerous quantitative metrics including linear measures, calcaneal robusticity index, relative lateral plantar process position, Achilles tendon length reconstruction, and a three-dimensional geometric morphometric sliding semilandmark analysis. KW 6302 exhibits an overall calcaneal morphology that is intermediate between humans and nonhuman apes, although closer to modern humans. KW 6302 possesses many traits that indicate it was likely well-adapted for terrestrial bipedal locomotion, including a relatively flat posterior talar facet and a large lateral plantar process that is similarly positioned to modern humans. It also retains traits that indicate that climbing may have remained a part of its locomotor repertoire, such as a relatively gracile tuber and a large peroneal trochlea. Specimens from Kromdraai have been attributed to either Paranthropus robustus or early Homo; however, there are no definitively attributed calcanei for either genus, making it difficult to taxonomically assign this specimen. KW 6302 and the Omo calcaneus, however, fall outside the range of expected variation for an extant genus, indicating that if the Omo calcaneus was Paranthropus, then KW 6302 would likely be attributed to early Homo (or vice versa).

Postural control in the elephant

As the largest extant legged animals, elephants arguably face the most extreme challenge for stable standing. In this study, we investigated the displacement of the centre of pressure of 12 elephants during quiet standing. We found that the average amplitude of the oscillations in the lateral and fore-aft directions was less than 1.5 cm. Such amplitudes for postural oscillation are comparable with those of dogs and other species, suggesting that some aspects of sensorimotor postural control do not scale with size.

Calcaneal shape variation in humans, nonhuman primates, and early hominins

The foot has played a prominent role in evaluating early hominin locomotion. The calcaneus, in particular, plays an important role in weight-bearing. Although the calcanei of early hominins have been previously scrutinized, a three-dimensional analysis of the entire calcaneal shape has not been conducted. Here, we investigate the relationship between external calcaneal shape and locomotion in modern Homo sapiens (n = 130), Gorilla (n = 86), Pan (n = 112), Pongo (n = 31), Papio (n = 28), and hylobatids (Hylobates, Symphalangus; n = 32). We use these results to place the calcanei attributed to Australopithecus sediba, A. africanus, A. afarensis, H. naledi, and Homo habilis/Paranthropus boisei into a locomotor context. Calcanei were scanned using either surface scanning or micro-CT and their external shape analyzed using a three-dimensional geometric morphometric sliding semilandmark analysis. Blomberg's K statistic was used to estimate phylogenetic signal in the shape data. Shape variation was summarized using a principal components analysis. Procrustes distances between all taxa as well as distances between each fossil and the average of each taxon were calculated. Blomberg's K statistic was small (K = 0.1651), indicating weak phylogenetic effects, suggesting variation is driven by factors other than phylogeny (e.g., locomotion or body size). Modern humans have a large calcaneus relative to body size and display a uniquely convex cuboid facet, facilitating a rigid midfoot for bipedalism. More arboreal great apes display relatively deeper cuboid facet pivot regions for increased midfoot mobility. Australopithecus afarensis demonstrates the most human-like calcaneus, consistent with obligate bipedalism. Homo naledi is primarily modern human-like, but with some intermediate traits, suggesting a different form of bipedalism than modern humans. Australopithecus africanus, A. sediba, and H. habilis/P. boisei calcanei all possess unique combinations of human and nonhuman ape-like morphologies, suggesting a combination of bipedal and arboreal behaviors.

The transverse arch in the human feet: A narrative review of its evolution, anatomy, biomechanics and clinical implications

The dominant characteristics of the human foot are its shock-absorbing capability during walking or gait cycle and its adaptation to uneven surfaces. On the stance phase of the gait, the foot has to be flexible at first for shock absorption and adapt to the terrain; whereas, during the propulsive phase, it has to be dynamically rigid to function as a lever. Foot flexibility and rigidity are mainly controlled at the subtalar and midtarsal joints by tendons and ligaments. The subtalar joint is part of the longitudinal arch, but the midtarsal joint along with the tarsometatarsal joint are components of the transverse arch. However, the existence and functional role of transverse arch in human was challenged by some authors. But recent studies have revealed that the transverse arch has a predominant role in midfoot stiffness (Venkadeshan et al., 2020, & Holowoka et al., 2017). This midfoot stiffness allows the human foot to store elastic energy at the time of heel strike, which is utilized during the push-off mechanism for propulsion, thus making bipedalism more energy-efficient. Moreover, the transverse arch allows the longitudinal arch to be flexible like a lever and, at the same time, makes the arch of the foot rigid to behave like a stiff spring lever. Understanding the role of the transverse arch is obligatory to study the biomechanics of foot injuries and Charcot or diabetic foot. Studies on diabetic foot have shown that the modulation of transverse arch biomechanics and off-loading modalities would improve outcomes in the form of wound-healing and prevention of re-ulceration.

Alligators employ intermetatarsal reconfiguration to modulate plantigrade ground contact

Feet must mediate substrate interactions across an animal's entire range of limb poses used in life. Metatarsals, the ‘bones of the sole’, are the dominant pedal skeletal elements for most tetrapods. In plantigrade species that walk on the entirety of their sole, such as living crocodylians, intermetatarsal mobility offers the potential for a continuum of reconfiguration within the foot itself. Alligator hindlimbs are capable of postural extremes from a belly sprawl to a high walk to sharp turns – how does the foot morphology dynamically accommodate these diverse demands? We implemented a hybrid combination of marker-based and markerless X-ray reconstruction of moving morphology (XROMM) to measure 3D metatarsal kinematics in three juvenile American alligators (Alligator mississippiensis) across their locomotor and maneuvering repertoire on a motorized treadmill and flat-surfaced arena. We found that alligators adaptively conformed their metatarsals to the ground, maintaining plantigrade contact throughout a spectrum of limb placements with non-planar feet. Deformation of the metatarsus as a whole occurred through variable abduction (twofold range of spread) and differential metatarsal pitching (45 deg arc of skew). Internally, metatarsals also underwent up to 65 deg of long-axis rotation. Such reorientation, which correlated with skew, was constrained by the overlapping arrangement of the obliquely expanded metatarsal bases. Such a proximally overlapping metatarsal morphology is shared by fossil archosaurs and archosaur relatives. In these extinct taxa, we suggest that intermetatarsal mobility likely played a significant role in maintaining ground contact across plantigrade postural extremes.

Summary: We measured 3D metatarsal kinematics in American alligators. Alligator metatarsals conform with the ground across a diversity of high walk and maneuvering postures, providing a context for interpreting the evolutionary history of metatarsals in the fossil record.

Scaling and relative size of the human, nonhuman ape, and baboon calcaneus

Among human and nonhuman apes, calcaneal morphology exhibits significant variation that has been related to locomotor behavior. Due to its role in weight-bearing, however, both body size and locomotion may impact calcaneal morphology. Determining how calcaneal morphologies vary as a function of body size is thus vital to understanding calcaneal functional adaptation. Here, we study calcaneus allometry and relative size in humans (n = 120) and nonhuman primates (n = 278), analyzing these relationships in light of known locomotor behaviors. Twelve linear measures and three articular facet surface areas were collected on calcaneus surface models. Body mass was estimated using femoral head superoinferior breadth. Relationships between calcaneal dimensions and estimated body mass were analyzed across the sample using phylogenetic least squares regression analyses (PGLS). Differences between humans and pooled nonhuman primates were tested using RMA ANCOVAs. Among (and within) genera residual differences from both PGLS regressions and isometry were analyzed using ANOVAs with post hoc multiple comparison tests. The relationships between all but two calcaneus dimensions and estimated body mass exhibit phylogenetic signal at the smallest taxonomic scale. This signal disappears when reanalyzed at the genus level. Calcaneal morphology varies relative to both body size and locomotor behavior. Humans have larger calcanei for estimated body mass relative to nonhuman primates as a potential adaptation for bipedalism. More terrestrial taxa exhibit longer calcaneal tubers for body mass, increasing the triceps surae lever arm. Among nonhuman great apes, more arboreal taxa have larger cuboid facet surface areas for body mass, increasing calcaneocuboid mobility.

Impact Protection Potential of Mammalian Hair: Testing the Pugilism Hypothesis for the Evolution of Human Facial Hair

Because facial hair is one of the most sexually dimorphic features of humans (Homo sapiens) and is often perceived as an indicator of masculinity and social dominance, human facial hair has been suggested to play a role in male contest competition. Some authors have proposed that the beard may function similar to the long hair of a lion’s mane, serving to protect vital areas like the throat and jaw from lethal attacks. This is consistent with the observation that the mandible, which is superficially covered by the beard, is one of the most commonly fractured facial bones in interpersonal violence. We hypothesized that beards protect the skin and bones of the face when human males fight by absorbing and dispersing the energy of a blunt impact. We tested this hypothesis by measuring impact force and energy absorbed by a fiber epoxy composite, which served as a bone analog, when it was covered with skin that had thick hair (referred to here as “furred”) versus skin with no hair (referred to here as “sheared” and “plucked”). We covered the epoxy composite with segments of skin dissected from domestic sheep (Ovis aries), and used a drop weight impact tester affixed with a load cell to collect force versus time data. Tissue samples were prepared in three conditions: furred (n = 20), plucked (n = 20), and sheared (n = 20). We found that fully furred samples were capable of absorbing more energy than plucked and sheared samples. For example, peak force was 16% greater and total energy absorbed was 37% greater in the furred compared to the plucked samples. These differences were due in part to a longer time frame of force delivery in the furred samples. These data support the hypothesis that human beards protect vulnerable regions of the facial skeleton from damaging strikes.

Sexual dimorphism in human arm power and force: implications for sexual selection on fighting ability

Sexual dimorphism often arises from selection on specific musculoskeletal traits that improve male fighting performance. In humans, one common form of fighting includes using the fists as weapons. Here, we tested the hypothesis that selection on male fighting performance has led to the evolution of sexual dimorphism in the musculoskeletal system that powers striking with a fist. We compared male and female arm cranking power output, using it as a proxy for the power production component of striking with a fist. Using backward arm cranking as an unselected control, our results indicate the presence of pronounced male-biased sexual dimorphism in muscle performance for protracting the arm to propel the fist forward. We also compared overhead pulling force between males and females, to test the alternative hypothesis that sexual dimorphism in the upper body of humans is a result of selection on male overhead throwing ability. We found weaker support for this hypothesis, with less pronounced sexual dimorphism in overhead arm pulling force. The results of this study add to a set of recently identified characters indicating that sexual selection on male aggressive performance has played a role in the evolution of the human musculoskeletal system and the evolution of sexual dimorphism in hominins.

Sexual dimorphism in postcranial skeletal shape suggests male-biased specialization for physical competition in anthropoid primates

Sexual dimorphism often arises as a response to selection on traits that improve a male's ability to physically compete for access to mates. In primates, sexual dimorphism in body mass and canine size is more common in species with intense male-male competition. However, in addition to these traits, other musculoskeletal adaptations may improve male fighting performance. Postcranial traits that increase strength, agility, and maneuverability may also be under selection. To test the hypothesis that males, as compared to females, are more specialized for physical competition in their postcranial anatomy, we compared sex-specific skeletal shape using a set of functional indices predicted to improve fighting performance. Across species, we found significant sexual dimorphism in a subset of these indices, indicating the presence of skeletal shape sexual dimorphism in our sample of anthropoid primates. Mean skeletal shape sexual dimorphism was positively correlated with sexual dimorphism in body size, an indicator of the intensity of male-male competition, even when controlling for both body mass and phylogenetic relatedness. These results suggest that selection on male fighting ability has played a role in the evolution of postcranial sexual dimorphism in primates.

Rethinking the evolution of the human foot: insights from experimental research

Adaptive explanations for modern human foot anatomy have long fascinated evolutionary biologists because of the dramatic differences between our feet and those of our closest living relatives, the great apes. Morphological features, including hallucal opposability, toe length and the longitudinal arch, have traditionally been used to dichotomize human and great ape feet as being adapted for bipedal walking and arboreal locomotion, respectively. However, recent biomechanical models of human foot function and experimental investigations of great ape locomotion have undermined this simple dichotomy. Here, we review this research, focusing on the biomechanics of foot strike, push-off and elastic energy storage in the foot, and show that humans and great apes share some underappreciated, surprising similarities in foot function, such as use of plantigrady and ability to stiffen the midfoot. We also show that several unique features of the human foot, including a spring-like longitudinal arch and short toes, are likely adaptations to long distance running. We use this framework to interpret the fossil record and argue that the human foot passed through three evolutionary stages: first, a great ape-like foot adapted for arboreal locomotion but with some adaptations for bipedal walking; second, a foot adapted for effective bipedal walking but retaining some arboreal grasping adaptations; and third, a human-like foot adapted for enhanced economy during long-distance walking and running that had lost its prehensility. Based on this scenario, we suggest that selection for bipedal running played a major role in the loss of arboreal adaptations.

The effect of foot posture on capacity to apply free moments to the ground: implications for fighting performance in great apes

In contrast to most other primates, great apes have feet in which the heel supports body weight during standing, walking and running. One possible advantage of this plantigrade foot posture is that it may enhance fighting performance by increasing the ability to apply free moments (i.e. force couples) to the ground. We tested this possibility by measuring performance of human subjects when performing from plantigrade and digitigrade (standing on the ball of the foot and toes) postures. We found that plantigrade posture substantially increased the capacity to apply free moments to the ground and to perform a variety of behaviors that are likely to be important to fighting performance in great apes. As predicted, performance in maximal effort lateral striking and pushing was strongly correlated with free moment magnitude. All else being equal, these results suggest species that can adopt plantigrade posture will be able to apply larger free moments to the ground than species restricted to digitigrade or unguligrade foot posture. Additionally, these results are consistent with the suggestion that selection for physical competition may have been one of the factors that led to the evolution of the derived plantigrade foot posture of great apes.