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1 Locomotion Laboratory, Department of Integrative Biology, University of California, Berkeley, California 94720-3140; and 2 Department of Human Movement Sciences, Vrije Universiteit, 1081 BT Amsterdam, The Netherlands
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ABSTRACT |
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When humans hop in place or run forward, leg stiffness is increased to offset reductions in surface stiffness, allowing the global kinematics and mechanics to remain the same on all surfaces. The purpose of the present study was to determine the mechanism for adjusting leg stiffness. Seven subjects hopped in place on surfaces of different stiffnesses (23-35,000 kN/m) while force platform, kinematic, and electromyographic data were collected. Leg stiffness approximately doubled between the most stiff surface and the least stiff surface. Over the same range of surfaces, ankle torsional stiffness increased 1.75-fold, and the knee became more extended at the time of touchdown (2.81 vs. 2.65 rad). We used a computer simulation to examine the sensitivity of leg stiffness to the observed changes in ankle stiffness and touchdown knee angle. Our model consisted of four segments (foot, shank, thigh, head-arms-trunk) interconnected by three torsional springs (ankle, knee, hip). In the model, an increase in ankle stiffness 1.75-fold caused leg stiffness to increase 1.7-fold. A change in touchdown knee angle as observed in the subjects caused leg stiffness to increase 1.3-fold. Thus both joint stiffness and limb geometry adjustments are important in adjusting leg stiffness to allow similar hopping on different surfaces.
biomechanics; motor control; running; locomotion
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INTRODUCTION |
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LEGGED ANIMALS USE A VARIETY of gaits to move from one place to another. Despite dramatic differences in body shape and dimensions among animals, some features of their gaits are remarkably similar. For example, running, hopping, and trotting animals all move along the ground much like a bouncing ball (4, 8, 16, 22, 28). During these bouncing gaits, the actions of the body's many musculoskeletal elements, including muscles, tendons, and ligaments, are integrated together so that the overall musculoskeletal system behaves like a single spring. As a result, these gaits can be modeled by using a simple spring-mass system, consisting of a single linear "leg spring" and a point mass that is equivalent to body mass (Fig. 1) (2, 3, 6, 13-15, 18, 19, 27, 31). The stiffness of the leg spring represents the average overall stiffness of the integrated musculoskeletal system during the ground-contact phase (referred to as "leg stiffness"). In bouncing gaits, the leg spring is compressed during the first half of the ground-contact phase and lengthens during the second half of the ground-contact phase. The overall stiffness of the leg influences the mechanics and kinematics of the interaction with the ground. For example, leg stiffness affects the time of foot-ground contact and the vertical excursion of the body's center of mass (COM) during the ground-contact phase.
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It is possible for the stiffness of the leg to be adjusted during bouncing gaits. When a human hops in place, a very simple bouncing gait, the stiffness of the leg is increased to increase hopping frequency or hopping height (13). Similarly, when humans run, the stiffness of the leg is adjusted to allow the use of a range of stride frequencies at a given speed (15). A stiffer leg leads to a higher stride frequency and shorter stride length at a given speed. Thus, during overground running in the natural world, it is likely that adjustments to leg stiffness allow runners to alter stride length to avoid obstacles.
Recent studies have revealed that leg stiffness is adjusted to accommodate different surfaces (18, 19). For example, when humans hop in place, leg stiffness is increased by as much as threefold to accommodate reductions in surface stiffness (18). Similarly, when humans run at a given speed, leg stiffness is adjusted to offset changes in surface stiffness (19). During both hopping in place and forward running, the adjustment to leg stiffness allows the total stiffness of the series combination of the leg and the surface to remain the same on all surfaces (18, 19). As a result, the ground- contact time and the vertical displacement of the COM during ground contact remain the same on surfaces with a 1,000-fold range of stiffnesses. If leg stiffness were not adjusted to accommodate different surfaces, both the ground-contact time and the vertical displacement of the COM would increase on lower stiffness surfaces. Thus the adjustments to leg stiffness are critical for allowing similar locomotion on surfaces of different stiffnesses.
The present study focused on the mechanisms by which leg stiffness is adjusted during bouncing gaits. To address this issue, it is important to realize that the spring-mass model represents the behavior, but not the structure, of the integrated musculoskeletal system during bouncing gaits. In reality, the length change of the leg spring that occurs during the ground-contact phase corresponds to joints flexing and extending. For example, during hopping in place, the ankle, knee, and hip flex during the first half of the ground-contact phase and extend during the second half of the ground-contact phase. In a multijointed system like the human musculoskeletal system, the overall stiffness (i.e., the leg stiffness) depends on a combination of the torsional stiffnesses of the joints and the geometry of the system. The torsional stiffness of each joint determines how much its angle changes in response to a given moment about the joint. If the ankle, knee, and hip are stiffer, they will undergo smaller angular displacements during the ground-contact phase, resulting in less leg compression and a higher leg stiffness. Many studies have focused on joint stiffness during single-joint movements, and they have demonstrated that joint stiffness is highly adjustable. For single-joint movements involving the ankle, joint stiffness depends on many factors including muscle activation, reflexes, joint moment, and joint angle (1, 23, 30, 35, 39-42). Thus it is possible that the mechanism for adjusting leg stiffness involves adjusting the stiffness of the leg joints.
Leg stiffness during locomotion is also influenced by the geometry of the leg at the instant that the foot hits the ground ("touchdown leg geometry") (24, 32). Mathematical models predict that leg stiffness should depend on touchdown leg geometry due to changes in the alignment of the ground reaction force vector relative to the joints (24, 32). If the leg joints are more flexed when the foot hits the ground, the joint moments associated with a given ground reaction force will be greater. Thus, for a given joint stiffness, the angular displacement of the joints during the ground-contact phase also will be greater. These mathematical models have focused on how leg geometry influences leg stiffness in the absence of changes in joint stiffness. In the real musculoskeletal system, leg geometry can also influence joint stiffness because it affects muscle-tendon length and the level of muscle activation required to apply a given force to the ground (1, 23, 30, 35, 39-42). Direct experiments in humans have demonstrated the link between leg stiffness and leg geometry. When humans run with very flexed knees (32), leg stiffness is substantially lower than during normal running. Similarly, when humans bounce on a compliant board, adopting a posture with greater knee flexion leads to a lower leg stiffness (24). Finally, when humans land from a jump, the stiffness of the landing appears to depend on knee angle at landing (10). In all of these activities, it is clear that changes in leg geometry affect the alignment of the ground reaction force vector, but it is not known whether they affect joint stiffness.
The purpose of our study was to determine the mechanisms by which leg stiffness is adjusted when humans hop in place on surfaces of different stiffnesses. We began by examining the changes in joint torsional stiffness and touchdown leg geometry that occur when humans adjust their leg stiffness to accommodate surfaces of different stiffnesses. Subsequently, we explored potential mechanisms for joint stiffness adjustment by measuring the electromyographic (EMG) activity of several major leg muscles. Finally, we developed a computer simulation of human hopping in place to examine the sensitivity of leg stiffness to the changes in joint stiffness and touchdown leg geometry that we measured when subjects hopped on surfaces of different stiffnesses. In this simulation, the body was modeled with four segments (foot, shank, thigh, head-arms-trunk) interconnected by three torsional springs representing the joints (ankle, knee, hip) (Fig. 1B). The joint stiffnesses in the model were not affected by leg geometry. Thus we used the model to examine the effect of touchdown leg geometry on leg stiffness in the absence of any changes to joint stiffness.
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METHODS |
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General procedures. Seven healthy subjects [3 men, 4 women, age 24.4 ± 5.0 (SD) yr, mass 59.6 ± 7.1 kg] participated in this study. Approval was obtained from the university committee for the protection of human subjects, and informed consent was given by all subjects. Subjects performed two-legged hopping on an extremely stiff surface (i.e., a force platform surface) and on sprung surfaces with four different stiffnesses. The subjects were asked to match their hopping frequency to a digital metronome that was set at 2.2 Hz. Trials were accepted if the hopping frequency was within 2% of the designated frequency. After a practice period of ~1 min at a given frequency, subjects hopped for ~30 s or until they settled into steady hopping. Subsequently, we collected kinematic, kinetic, and EMG data for a 10-s period. We chose three consecutive hops from each trial for further analysis. During all trials, the subjects kept their hands on their hips.
The subjects hopped first on the force platform, and thereafter on the sprung surfaces, progressing from the most stiff to least stiff surface. An earlier study (18) examined hopping on surfaces of different stiffnesses in a randomized order. That study focused on global aspects of hopping such as leg stiffness, peak ground reaction force, and ground-contact time. The relationship between each of these parameters and surface stiffness in the present study was virtually identical to that in the earlier study. The similarity between the findings from the earlier randomized protocol and our nonrandomized protocol suggests that the order in which the subjects hop on the surfaces of different stiffnesses does not affect hopping mechanics. In the present study, each subject performed three trials on each surface to allow collection of all the necessary data: 1) synchronized kinematic and force platform data for calculation of joint net muscle moments and joint stiffnesses, 2) synchronized force platform and EMG data for the lower leg muscles, and 3) synchronized force platform and EMG data for the upper leg muscles. Three trials were required for each condition because we had a limited number of computer analog-to-digital board inputs and EMG amplifiers. Peak ground reaction force and leg stiffness varied by <2.0 and 4.1%, respectively, among the three trials on a given surface. There were no systematic changes in either variable among the three trials (P > 0.05). To test whether differences between hopping on the surfaces of different stiffnesses were statistically significant, a repeated-measures ANOVA (P < 0.05) was used. The statistical results (i.e., P values) reported throughout the paper are for comparisons among all five surfaces used in the study. Values are reported throughout the paper as the means ± SE.Hopping surfaces. Subjects hopped directly on a force platform (stiffness = 35,000 kN/m; AMTI, Newton, MA) and on a sprung surface mounted on the force platform (Fig. 2). The sprung surface consisted of an aluminum honeycomb core and fiberglass sandwich panels (60 × 60 cm, Goodfellow) supported by metal compression springs (Century Spring). We adjusted the stiffness of the sprung surface by changing the number of springs supporting it. The surface was stabilized with linear bearings and metal rods to prevent lateral and horizontal movements. Despite this stabilization mechanism, the subjects reported that hopping on the sprung surface felt less stable than did hopping directly on the force platform. However, on the basis of two other studies (18, 19), we believe that the leg stiffness adjustment is a response to the change in surface stiffness rather than a response to the change in stability. The studies demonstrated that leg stiffness is adjusted to such an extent that it offsets changes in surface stiffness during hopping in place on a sprung surface and during forward running on rubber surfaces. Although the data are not reported here because of the similarity to the previous study (18), there was no change in the total stiffness of the series combination of the legs and the surface when the subjects hopped on surfaces of different stiffnesses in the present study (P = 0.29). In the forward-running study (19), there was no difference in stability between the rubber surfaces of different stiffnesses. This observation strongly suggests that leg stiffness adjustment is a response to a change in surface stiffness rather than a change in stability. Nonetheless, the focus of the present study was the mechanism by which leg stiffness is adjusted, and thus, we did not focus on the specific reason for the leg stiffness adjustment.
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Measurements and preliminary analyses of kinematics and kinetics data. Vertical and horizontal components of the ground reaction force were measured during each trial by using a force platform (AMTI). The force platform signals were collected at a sample frequency of 200 Hz during the first trial on each surface to match the sample frequency of the high-speed video camera (200 fields/s). In the second and third trials on each surface, the force platform signals were collected at 500 Hz to match the sample frequency for the EMG data.
For the first trial on each surface, the force platform data were used to calculate of the point of force application for the subsequent inverse dynamics analysis. The calculation of the point of force application on the sprung surface was tested by placing weights on the surface with known points of force application. These tests revealed that the calculation of the point of force application on the sprung surface was accurate to within 1.8 mm. In addition, our data showed that the position of the point of force application relative to the markers on the foot (tip of the 1st toe and 5th metatarsophalangeal joint) throughout the ground-contact phase was similar regardless of whether subjects hopped directly on the force platform or on the sprung surface. Subjects were videotaped in lateral view at 200 fields/s (JC Labs, Mountain View, CA). Retroreflective markers were placed on the following anatomic landmarks: tip of the first toe, fifth metatarsophalangeal joint, lateral malleolus, lateral epicondyle of the femur, greater trochanter, and the acromion scapulae. Force platform and kinematic data were synchronized by using a simple circuit that simultaneously lit an LED and sent a voltage signal to the computer analog-to-digital board. After data collection, automatic point-tracking software (Peak Performance Technologies) was used to digitize the movements of the retroreflective markers during each trial. The data for marker position were low-pass filtered by using a fourth-order zero-lag Butterworth filter with a cutoff frequency of 9 Hz (Peak Performance Technologies). The cutoff frequency was determined by using residual analysis (43). Marker-position data were used to calculate linear velocities and accelerations of the segments as well as joint angles, segment angles, and segment angular accelerations. Each joint angle was defined by using the marker on that joint and the two adjacent markers (Fig. 1).Calculation of leg stiffness.
The technique for calculating leg stiffness during hopping on a
compliant surface has been described in detail in Ferris and Farley
(18). As a result, we will only describe it briefly here. The vertical
movements of the COM during the ground-contact phase depended on the
average leg stiffness
(kleg) and the
surface stiffness (ksurf). The
total vertical displacement of the subject's COM (
ytot)
during the ground-contact phase was comprised of two components: the
vertical displacement of the subject's COM relative to the surface
(equivalent to leg spring compression,
L; Fig.
1A) and the vertical displacement
of the surface
(
ysurf)
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(1) |
ytot
was calculated by twice integrating the vertical acceleration with
respect to time (5, 7). The value for
ysurf
was calculated from the ratio of the peak vertical ground reaction
force to the surface stiffness. We calculated
L from
ytot
and
ysurf
by using Eq. 1.
The calculation of
kleg was made
from the ratio of the ground reaction force to
L at the instant at the middle of
the ground-contact phase when the COM reached its lowest point and the
leg spring was maximally compressed (Fig.
1A)
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(2) |
ytot).
However, because the surface mass was small compared with a subject's
body mass, the displacement of the system COM was only slightly less
than the displacement of the subject's COM, leading to a maximum of a
4% overestimate of leg stiffness (18). Given that leg stiffness changed by more than twofold over the range of surface stiffnesses examined in the present study (Fig.
3B), we
concluded that our technique for calculating the displacement of the
subject's COM would provide sufficient accuracy.
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Calculation of joint stiffness.
The average torsional stiffnesses of the ankle, knee, and hip were
determined from the ratio of the change in net muscle moment (
Mjoint) to joint angular
displacement (
joint) in
the sagittal plane between the beginning of the ground-contact phase
and the instant when the joints were maximally flexed
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(3) |
0.087 rad; Figs.
4 and 5). This observation, together with the results from the computer-simulation sensitivity analyses (see Fig. 9), suggests that these joints played a very small
role in determining the leg stiffness under these conditions. We
performed statistical analyses to determine whether joint stiffness changed in response to changes in surface stiffness in two ways: 1) including all five surfaces and
2) including only the three surfaces
for which we had joint stiffness values for all three joints. The
outcome (i.e., whether P < 0.05) was
the same for each joint in both analyses.
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EMG measurements and analysis. We measured the EMG activity of six leg muscles by using surface electrodes. The muscles that we studied were the tibialis anterior, soleus, medial head of the gastrocnemius, vastus medialis, rectus femoris, and semitendinosus. In preparation for the application of the surface electrodes, the skin was shaved and prepared with fine sandpaper and alcohol. Surface EMG electrodes were placed at the approximate center of each muscle belly, with an interelectrode distance of 2 cm. The electrodes remained attached between trials, and thus their location was identical for all of the trials by each subject. Elastic bandages were used to attach the wires to the subject's leg to allow unrestrained body movements and to minimize movement artifacts. The signals were band-pass filtered from 30 to 1,000 Hz and amplified 2,000 times (Grass Instruments P511, Astro-Med, Warwick, RI). The EMG signals were sampled by the computer analog-to-digital board at a frequency of 500 Hz. We performed tests in which we sampled the EMG signals at 2,000 Hz, twice as high as the high-frequency cutoff of the band-pass filter. These tests showed that the sample frequency of 500 Hz was sufficiently high to digitize the analog EMG signal without changing the timing or amplitude of the signal.
After data collection, the EMG signals were rectified and low-pass filtered with a cutoff frequency of 7 Hz, as determined by residual analysis (43), by using a fourth-order zero-lag Butterworth filter (Labview software, National Instruments). The EMG signals were normalized to the isometric maximal voluntary contraction (MVC) EMG signal for each muscle. The position of the joints during measurement of MVC closely resembled the position of the joints during hopping. The MVC EMG was measured as the experimenter opposed the maximal isometric contractions of the subjects. The area under the normalized, smoothed, rectified EMG curve (integrated EMG), representing activation level, was calculated for the contact phase and the aerial phase.Model. We developed a computer simulation of human hopping in place for the purpose of examining the sensitivity of leg stiffness to changes in joint stiffness and geometry (Working Model Software Version 4.0, Knowledge Revolution). Our simulation used a Kutta-Merson integration method and a time step of 0.001 s. In this two-dimensional simulation, the body was modeled by using four rectangular segments (foot, shank, thigh, head-arms-trunk) and three torsional springs (ankle, knee, hip) (Fig. 1B). This model was designed to represent the behavior of the musculoskeletal system during hopping in place but not the mechanisms by which the neuromuscular system produces this behavior. All of the anthropomorphic, kinematic, and joint stiffness data used for building the model were based on a typical subject. Segment lengths, masses, moments of inertia, and COM locations were determined on the basis of anthropomorphic measurements from the typical subject (Table 1; see Ref. 44). Each of the leg segments represented the combined left and right segments of the human body. The head-arms-trunk segment had a mass equal to the sum of the head, two arms, and the trunk. The joint torsional springs had a linear relationship between moment and angular displacement, the slope of which was joint stiffness. The joint springs resisted flexion. Finally, the foot segment had a rounded distal end (circular arc, radius = 0.030 m). This allowed the point of contact between the model and the ground to move under the foot in a manner qualitatively similar to that observed in human subjects.
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RESULTS |
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When subjects hopped on surfaces of different stiffnesses, leg stiffness increased as surface stiffness decreased (Fig. 3B). Leg stiffness more than doubled from 13.9 kN/m on the most stiff surface to 28.1 kN/m on the least stiff surface (P < 0.0001). Leg stiffness is equal to the ratio of the peak ground reaction force to leg compression (Eq. 2). Peak ground reaction force decreased by 17% between the most stiff surface and the least stiff surface (P = 0.017; Fig. 3A). Leg compression decreased by ~60% from 0.131 m on the most stiff surface to 0.055 m on the least stiff surface (P < 0.0001; Fig. 3A).
To determine the mechanism for leg stiffness adjustment, we began by examining the stiffness of the joints. Figure 4 shows typical examples of net muscle moment vs. angular displacement curves for the ankle, knee, and hip joints during the ground-contact phase. Angular displacement was defined as the change in joint angle relative to the joint angle at the instant that the feet hit the ground. From Fig. 4A, it can be seen that, as the feet hit the ground, the net muscle moment at the ankle began to rise. During this phase, the ankle flexed, as demonstrated by the increasing angular displacement. The ankle net muscle moment and angular displacement reached their maximum values simultaneously. Then, during the second half of the contact phase, the ankle moment decreased as the ankle extended and the COM moved upward. The ankle moment reached a value of zero at approximately the time when the feet left the ground. The slope of the ankle moment vs. angular displacement relationship increased on lower stiffness surfaces, indicating that ankle stiffness increased. The shape of the relationship between net muscle moment and angular displacement was similar at the knee as at the ankle (Fig. 4B). As surface stiffness decreased, the net muscle moment and angular displacement at the knee decreased, and there was no noticeable change in the slope of the relationship. The net muscle moment and the angular displacement were smaller at the hip than at either the ankle or knee (Fig. 4C).
As surface stiffness decreased from the most stiff to the least stiff surface, the ankle stiffness increased 1.75-fold (Fig. 5C). We calculated the joint stiffness only when the phase shift between peak moment and peak angular displacement was <10% of that during the hopping period. The phase shift was always <10% at the ankle (mean for all trials = 0.37 ± 0.85%). The ankle stiffness increased significantly (P = 0.023) between the most stiff surface and the least stiff surface (396.0 vs. 687.0 N · m/rad). This increase in ankle stiffness led to a 50% decrease in ankle angular displacement (P = 0.003; Fig. 5B) despite a relatively slight decrease (19%) in peak net muscle moment (P = 0.022; Fig. 5A).
The knee and hip stiffnesses did not change with surface stiffness (P = 0.18 and 0.53, respectively; Fig. 5C). We did not calculate stiffness values when the phase between the peak moment and the peak angular displacement was >10%. The phase was 12.7% at the knee during hopping on the least stiff surface and was 10.5 and 12.4% for the hip during hopping on the two least stiff surfaces (ksurf = 29.6 and 22.7 kN/m, respectively). In all of these cases, the angular displacement and net muscle moment at the joint were very small. At both joints, the net muscle moment and the angular displacement decreased as surface stiffness decreased (P < 0.001 for all; Fig. 5, A and B).
Subjects landed with straighter knees on less stiff surfaces. The knee angle at touchdown increased between the most stiff surface and the least stiff surface (2.65 ± 0.01 vs. 2.81 ± 0.01 rad; P < 0.001) (Fig. 6A). This change in knee geometry led to a reduction in the mean moment arm of the ground reaction force about the knee on the least stiff surface compared with the most stiff surface (0.001 vs. 0.054 m; P < 0.001) (Fig. 6B). The ankle and hip angles at touchdown did not change with surface stiffness (P = 0.41, P = 0.21, respectively).
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We measured the EMG signals from several limb muscles to determine
whether joint stiffness was adjusted by changing muscle activation. In
nearly all of the muscles examined, we found that the area under the
ground-contact-phase EMG decreased as surface stiffness decreased (Fig.
7, Table 2). Significant
reductions in EMG during the ground-contact phase were observed in the
soleus (
26%), gastrocnemius (
22%), vastus medialis
(
70%), rectus femoris (
61%), and semitendinosus
(
25%) (P < 0.001 for all;
Table 2). The exception was the tibialis anterior, for which the area
under the ground-contact-phase EMG was independent of surface stiffness (P = 0.998). The timing of EMG
relative to the beginning of the ground-contact phase did not change
with surface stiffness (Fig. 7). Thus the observed increase in ankle
stiffness as surface stiffness decreased was not due to increased
activation or changes in activation timing of the muscles acting about
the ankle.
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Our computer model allowed us to examine the sensitivity of leg stiffness to the observed changes in joint stiffness and leg geometry found in the experiments when the subjects hopped on surfaces of different stiffnesses. We began by comparing the relationship between the vertical ground reaction force and the vertical displacement of the COM for a typical subject and the model (Fig. 8). For the typical subject, the force-displacement relationship is shown for hopping on the most stiff surface and the least stiff surface. For the model, the first force-displacement relationship was generated with the joint stiffnesses and the leg geometry set to the values measured in a typical subject hopping on the most stiff surface ("most stiff surface parameters"). Subsequently, ankle stiffness and the configuration of the body segments were changed to the values measured in a typical subject hopping on the least stiff surface ("least stiff surface parameters"). In both the subject and the model, the average slope of the force-displacement relationship approximately doubled between the two conditions. In the typical subject, leg stiffness increased from 14.3 to 29.4 kN/m between the most stiff surface and the least stiff surface. In the model, leg stiffness increased from 17.1 to 34.9 kN/m. The observation of a similar change in leg stiffness for the subject and the model suggests that leg stiffness depends on joint stiffness and leg geometry similarly in the model and in an actual human hopper. Thus the model can provide insight into the sensitivity of leg stiffness to the stiffness of the joints and leg geometry.
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It is also interesting to note that there were differences in the shape of the force-displacement curves between the model and subject. In the model, the slope of the force-displacement relationship was greatest immediately after touchdown. In the subject, this slope was lowest immediately after touchdown. During the middle of the contact phase, the slopes of the force-displacement curves were similar for both. Mainly due to the difference immediately after touchdown, the model underwent a smaller vertical displacement of its COM and had a higher average leg stiffness for the contact phase than did the subject.
We found that the leg stiffness of the model was most sensitive to changes in ankle stiffness (Fig. 9). For example, when ankle stiffness was increased 1.75-fold, as observed in our subjects between the most stiff and least stiff surfaces, leg stiffness increased 1.7-fold. In contrast, changing the knee or hip stiffness in the model had a much smaller effect on leg stiffness (Fig. 9). Doubling knee stiffness increased leg stiffness by 8%, and doubling hip stiffness increased leg stiffness by 3%.
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We also used the computer model to determine the sensitivity of leg stiffness to the change in knee angle at touchdown that we measured in our subjects when they hopped on surfaces of different stiffnesses. We began by setting the joint stiffnesses and segment configuration to match the values measured for a typical subject hopping on the most stiff surface. Subsequently, we kept the joint stiffnesses the same but changed the configuration of the body segments to the values measured for the typical subject at the instant of touchdown on the least stiff surface (Table 1). This change in touchdown geometry caused a 1.3-fold increase in leg stiffness (17.1 vs. 22.2 kN/m). Thus we concluded that the change in geometry played an important role in the adjustment of leg stiffness, although the adjustment to ankle stiffness had a larger effect on leg stiffness.
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DISCUSSION |
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Leg stiffness is adjusted to offset differences in surface stiffness during hopping in place or forward running (18, 19). As a result, the total stiffness of the series combination of the legs and the surface remains the same regardless of surface stiffness (18, 19). Consequently, humans are able to keep the global mechanics and kinematics of hopping in place or forward running the same on different surfaces. For example, the ground-contact time, stride frequency, and vertical displacement of the COM during the contact phase are similar on surfaces of different stiffnesses. The purpose of our study was to determine the mechanisms by which leg stiffness is adjusted when humans hop in place on surfaces of different stiffnesses.
Our findings demonstrate that adjustments to ankle stiffness are most important in adjusting leg stiffness. Over the range of surfaces that we examined, leg stiffness increased by twofold to accommodate reductions in surface stiffness. Ankle stiffness increased 1.75-fold over the same range in surface stiffnesses, whereas the knee and hip stiffnesses do not change. Leg geometry also changed; the knee was more extended at touchdown on lower stiffness surfaces. An analysis using our computer model revealed that leg stiffness is very sensitive to changes in ankle stiffness. A 1.75-fold increase in ankle stiffness led to a 1.7-fold increase in leg stiffness in the model. Changing touchdown knee angle as observed in our subjects caused a 1.3-fold increase in leg stiffness. Finally, simultaneously changing ankle stiffness and touchdown knee angle produced a doubling of leg stiffness in the model, just as observed in hopping subjects. Thus leg stiffness is adjusted for different surfaces by a combination of changes in ankle stiffness and knee angle.
Despite the simplicity of the computer model, it simulates human hopping in place reasonably accurately. When leg geometry and joint stiffnesses are set to the values for a typical subject hopping on the most stiff surface, the leg stiffness of the model is 19% higher than is the leg stiffness of the subject. Examination of the force-displacement relationships (Fig. 8) reveals that the model is stiffer shortly after touchdown than is a typical subject. This may be due to a difference in the moment-angular displacement relationship for the joints of subjects compared with the model. In the subjects, both the ankle and knee are less stiff shortly after touchdown than later in the contact phase (Fig. 4). As a result, the slope of the force-displacement relationship for the leg follows the same pattern; it is low early in the contact phase and increases later in the contact phase. In contrast, the model has constant-stiffness joints and thus has a higher leg stiffness at the beginning of the contact phase than does an actual human hopper. Despite these differences, the model's leg stiffness doubles when ankle stiffness and touchdown knee angle are simultaneously changed, as observed in the subjects between the most stiff surface and the least stiff surface. In the human subjects, leg stiffness also doubles between the most stiff surface and the least stiff surface. The similar change in leg stiffness in the human subjects and the model suggests that the model can give insight into the separate effects on leg stiffness of changing ankle stiffness and touchdown knee angle.
On the basis of sensitivity analyses, it is clear that leg stiffness is very sensitive to changes in ankle stiffness but is much less sensitive to changes in knee or hip stiffness (Fig. 9). Despite the complexity of the leg, its stiffness is nearly directly proportional to the stiffness of a single joint, the ankle. Moreover, the knee and hip can have a range of stiffness values without substantially affecting leg stiffness. Our findings show that knee and hip stiffness remain the same when humans adjust their leg stiffness in response to a change in surface stiffness. In addition, knee and hip stiffnesses are more variable than is ankle stiffness. We could not quantify the knee or hip stiffness when the subjects hopped on very low stiffness surfaces because the net muscle moment and angular displacement were not in phase with each other. As a result, our analysis may not adequately describe the behavior of the knee and hip in these situations. However, it seems very unlikely that their behavior is involved in the adjustment of leg stiffness. This conclusion is based on the observation that the behavior of the knee and hip had only a slight effect on leg stiffness in our model (Fig. 9).
The selective sensitivity of leg stiffness to ankle stiffness is not due to differences in stiffness values for the three joints. In a system with multiple springs, the least stiff spring undergoes the largest displacement in response to a force and has the most influence on the overall stiffness. However, the ankle is not the least stiff joint during hopping in place (Fig. 5). Alternative explanations are that leg stiffness is particularly sensitive to ankle stiffness because of the geometry of the leg or because of the distal position of the ankle within the leg. Because of the leg's geometry, the moment arm of the ground reaction force is largest about the ankle (Fig. 6). Therefore, a given ground reaction force will be associated with a larger net muscle moment and angular displacement at the ankle than at the knee or hip (Fig. 5). In addition, rotation of the foot segment, a parameter directly affected by ankle stiffness, will lead to a larger vertical excursion of the COM than will rotation of any other segment. This is because the foot segment is closer to horizontal than any other segment and because of its distal position within the leg.
Previous observations suggest that the important role of ankle stiffness in the adjustment of leg stiffness may extend to other movements and other animals (9, 11). A comparison of leg stiffness between a single landing and hopping in place in humans demonstrated that the differences in leg stiffness ("whole body stiffness") are paralleled by differences in ankle stiffness (11). Similarly, in a small bipedal bird, changes in leg stiffness are paralleled by changes in ankle stiffness during running and during landing from a jump (9). Finally, previous studies of landings and drop jumps in humans have shown that the pattern of moment and angular displacement at the joints changes depending on surface stiffness and whether the subject intended to land stiffly or compliantly (10, 33, 34, 37, 38). Although joint stiffness was not reported, the data suggest that joint stiffness varied depending on the task.
It is not obvious how ankle stiffness is adjusted for hopping on surfaces of different stiffnesses. A variety of techniques have been used to examine the modulation of joint stiffness during single-joint movements (1, 17, 20, 23, 35, 39, 41, 42). Although many factors affect joint stiffness, it is clear that joint stiffness strongly depends on the level of activation of the muscles acting about the joint. Thus the ankle could be made stiffer by increasing the activation of the gastrocnemius or soleus, or by increasing the coactivation of the tibialis anterior, an ankle flexor muscle (11, 35, 40). However, our findings show that there is no increase in EMG activity in the gastrocnemius, soleus, or tibialis anterior over the range of surface stiffnesses where ankle stiffness increases 1.75-fold (Fig. 7). Indeed, our data show a decrease in activation in the gastrocnemius and soleus. This observation shows that ankle stiffness during hopping is not adjusted by changing the level of muscle activation. Alternatively, it is conceivable that ankle stiffness is adjusted by changing limb geometry because the stiffness of the muscle-tendon units crossing the ankle varies depending on their length (23, 41, 42). The touchdown ankle angle did not change on different surfaces, but the touchdown knee angle increased on lower stiffness surfaces (Fig. 6A). The gastrocnemius muscle-tendon unit crosses both the ankle and knee, and thus gastrocnemius stiffness and ankle stiffness could be affected by the touchdown knee angle. However, given the small change in touchdown knee angle, it seems unlikely that it could have produced a 1.75-fold change in ankle stiffness. This conclusion is based on the gastrocnemius force-length relationship and the dependence of gastrocnemius length on knee angle in humans (25, 29). A final alternative explanation is that the stiffness of the muscles crossing the ankle could be adjusted by changing the firing frequency of the active motor units (26) or by recruiting different motor units (36). These possibilities should be explored in future studies.
As demonstrated by this study, our approach to understanding the link between the mechanics of locomotion and the mechanical properties of the musculoskeletal elements begins at the global level and sequentially moves toward lower levels of organization. The musculoskeletal system comprises multiple segments interconnected by joints. Each joint has numerous muscles, tendons, and ligaments acting about it. Given the complexity of the control of the stiffness of a single muscle or joint, it would be extremely difficult to use a forward dynamics approach that begins at the level of individual muscles and attempts to explain the control of locomotion. Instead, we have used an inverse dynamics approach that began by characterizing the rules governing the relationship between the global mechanics and kinematics of locomotion and leg stiffness. The present study reveals that leg stiffness is extremely sensitive to the stiffness of the ankle. This finding makes it obvious that the next step is to examine the neuromuscular mechanisms for adjusting ankle stiffness during locomotion. Thus, because of our progression from the global level to lower levels of organization, we can now formulate focused hypotheses about how individual elements of the musculoskeletal system contribute toward determining the kinematics and mechanics of locomotion at the global level. At this point in the progression, an approach that combines behavioral modeling (e.g., the models used in the present study) with more realistic neuromuscular models may reveal important principles about the control of bouncing gaits.
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ACKNOWLEDGEMENTS |
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This research was supported by National Institute of Arthritis and Musculoskeletal and Skin Diseases Grant R29 AR-44008 (C. T. Farley).
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FOOTNOTES |
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Address for reprint requests: C. T. Farley, Locomotion Laboratory, Dept. of Integrative Biology, 3060 Valley Life Sciences Bldg., Univ. of California, Berkeley, CA 94720-3140 (E-mail: cfarley{at}socrates.berkeley.edu).
Received 9 September 1997; accepted in final form 1 May 1998.
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