I M T: R F V: Sokinetic Uscle Esting Eflections ON Uture Enues

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Original Paper

ISOKINETIC MUSCLE TESTING:


REFLECTIONS ON FUTURE VENUES
Zeevi Dvir, PhD LLB

Abstract: This paper presents a brief summary of the background to the development of isokinetic dynamometry,
while reflecting upon some future potential research fields.
Among the latter, it is believed that further investigation of methodological issues will continue to be the
most central. These would include the design of more advanced testing protocols of both muscle strength and
endurance as well as reproducibility of findings derived from their applications. Testing of muscle performance
in specific orthopaedic and neurological patient groups will be essential for the enhancement of isokinetics
as the standard method in the clinic. To that end, protocols will have to be refined and cutoff values signifying
change or stagnation in performance will have to be determined. In addition, issues not directly related to either
of these general fields, such as the medicolegal applications of isokinetics for assessing muscular compromise
due to pathology or trauma, will be the focus of progressing research.

Key words: isokinetics, dynamometry, methodology, applications

Quantitative evaluation of muscle performance did not hands, to demonstrate the relationship between maxi-
achieve widespread recognition and use until the early mal grip strength and the length of the relevant muscles,
70s'. Indeed, muscle strength, the single most repre- to validly portray hand muscle functions, which is often
sentative parameter of the theoretical construct: muscle of an isometric nature, and to be easily applied [3].
performance, has been semi-quantitatively (some may However, an important development in the field of
argue qualitatively) evaluated using manual muscle muscle performance measurement took place in the late
testing (MMT) [1]. In the course of the long period since 60s with the introduction of the first isokinetic
its introduction, this method has been subjected to a dynamometer (ISD) [4]. Incorporating within a single
thorough and comprehensive exploration. In the light of frame a hydraulic piston, a controllable valve, a lever
the findings, its accuracy, sensitivity, specificity, and arm and a load cell, this apparatus was able to offer
validity have been sharply criticized. It is for this reason accommodating but passive resistance to concentric con-
that MMT is considered by authorities in the field to be tractions along the angular sector of joint motion. Since
largely a 'lost art[1]. the resistance was exerted by a rotating lever arm,
In an attempt to render muscle testing more quanti- muscle strength was for the first time expressed in
tative and until the advent of isokinetic dynamometry, moment (torque) units (Nm or ft-lb, respectively).
a number of instruments have been devised that permit- Furthermore, the recorded resistance mirrored the maxi-
ted measurement of isometric (static) strength of some mal muscular moment as soon as the angular velocity of
muscles. For various reasons, none of these became the relevant joint equaled the preset velocity of the
sufficiently attractive to achieve the status of a standard dynamometers lever arm. Clearly, by locking the lever
instrument with the possible exception of the Jamar arm, isometric strength could also be measured.
hand-grip dynamometer [2]. The reason for the latter The first generation of the so-called passive ISDs
may lie in the ability of this instrument to fit most adult became almost obsolete with the introduction of the

Associate Professor and Chairman, Department of Physical Therapy, Sackler Faculty of Medicine, Tel Aviv University, Ramat
Aviv, Israel.
Recieved: 1 November 1999. Accepted:
Reprint requests and correspondence to: Prof. Zeevi Dvir, Department of Physical Therapy, Sackler Faculty of Medicine, Tel Aviv
University, Ramat Aviv, Isreal 69978.

Hong Kong Physiotherapy Journal Volume 18 Number 2 2000 41


active ISD some 15 years later. Its main additional is an elusive objective.
features were an active power source, largely (and On a different level, the question of the value of
currently, exclusively) in the form of an electric motor, isokinetic findings has for many years been a source for
and a personal computer. Thus, a modern ISD can criticism, especially among clinicians. It was generally
measure the isometric, concentric, and eccentric capac- argued that dynamic strength, as measured by various
ity of the muscle under a variety of conditions while ISDs, bore little relationship to the functional status of
performing real-time processing of the force or moment the patient following conservative or surgical
signal in order to present the findings in numerical and intervention. Furthermore, using ISDs as muscle reha-
graphic forms. bilitation platforms was not warranted since functional
Though no reliable worldwide statistical data is activities were not isokinetic in nature.
available, it may safely be argued that the number of Regarding the first argument, it must be emphasized
ISDs located in health and research related facilities may that function is a multifaceted construct that has strength
well be counted in thousands. Indeed, so significant has as one of its components. Thus, although strength may
the impact of this technology been on the clinical aspects be restituted following injury, components such as reac-
of muscle performance science that the number of scien- tion time, accuracy, and coordination may not. Moreover,
tific and clinical papers reporting the use of isokinetic users invariably regard maximal strength as the bench-
dynamometry is quoted in the thousands. Moreover, mark despite the fact that most human activities, par-
knee musculature which was initially the main focus of ticularly those performed during normal daily
isokinetic dynamometry, has been supplemented by activities, require submaximal strength levels. With re-
substantial research on the other major muscle groups of spect to athletes, the situation is somewhat different
the upper and lower extremity joint systems [5] as well since muscles may indeed be required to develop high
as those operating on the trunk. moments. However, these high-demand instances most
Even if the only parameter of interest is strength, the frequently occur during ballistic rapid movements, for
number of factors associated with its measurement is which isokinetic measurements may be less suitable.
staggering. The significance of the aggregate of these factors Adding to that the operation of mechanisms like substi-
cannot be overlooked; it constitutes one of the major tution that can partially compensate for strength losses,
obstacles to straight-forward application of isokinetic test the correspondence between strength of a particular
findings. Specifically, the factors that are involved in every muscle group and total body function may be small.
single test relate to the subject (patient), the measurement As for the second argument, the acquisition of an ISD
system, the technique (including the examiner) and the solely for the purpose of maximal strength conditioning
testing protocol. For instance, one could mention age, would, be unwarranted in view of the multitude of
gender and health status as patient factors, the type of the commercially available appliances specifically suited for
ISD (eg, Biodex, Shirley, NY, USA; Kincom Chattanooga, this purpose. As mentioned before, a large number of
TN, USA; or Cybex, Ronkonkoma, NY, USA) as a system non-isometric activities are ballistic in nature and thus,
factor, the proximal stabilization method as a technique would not fit an isokinetic profile. However, due to its
factor, and the reciprocity of the test as a 'protocol' factor accommodating resistance feature, ISDs provide the
[5]. However, despite intensive research and widespread strongest overloading stimulus along the full range of
effort towards optimization of testing, no accepted guide- joint motion and hence would be highly recommended
lines exist, let alone standard procedures. for deconditioned muscles. However, even more impor-
It should be realized that by its very nature, the tant is the fact that modern ISDs include a moment
production of a given muscular tension level, be it (force)-limiting option which enable clinicians to adjust
maximal or sub-maximal, is not totally controllable [6]. the minimal and/or maximal muscle contraction levels.
Similar to other classes of human performance, the Therefore, the use of controlled submaximal exercise is
ability to voluntarily adjust and, in particular, reproduce a feature that adds substantially to the value of isokinetic
an exact level of tension is limited by various neuromo- conditioning, but has attracted relatively little attention.
tor factors that will reflect the selection of the muscular Equally important is the possibility within the condi-
activation pattern (spatially and temporally), as well as tioning process itself, to derive fast, reliable, and accu-
the central and peripheral noise in the system. This noise rate answer, to the question of how far the patient is
can bias the transmission and integration of the neural from a given strength value. This would be particularly
signals at the various junctions such as the spinal cord. valuable with respect to musclejoint systems where the
Thus, when a subject repeats a given contraction, there measurement error can be reduced to an acceptable
is always a measure of inconsistency in terms of differ- level, eg, the quadricepsknee complex.
ences between consecutive contractions. This bio-error In recent years, research concerning the application
is further magnified by the above mentioned measure- of isokinetic dynamometry, has been channeled into
ment-related factors and hence the likelihood of achiev- three main streams. One relates to methodological issues
ing perfect strength reproducibility for all muscle groups such as protocol design and reproducibility of test findings.

42 Hong Kong Physiotherapy Journal Volume 18 Number 2 2000


The second refers to applications of this technology to of error that would enable clinicians to decide, based on
specific subject or patient groups. Other issues that do a cut-off value, whether a change has indeed taken
not fit into these, such as medicolegal applications, make place. Such a measure is the standard error of measure-
up the third. The methodological stream is undoubtedly ment (SEM) which is expressed in Nm- or ft-lb, and is
central to isokinetics and engulf a large number of one standard deviation of the distribution of the error
questions. It is outside the scope of this article to provide associated with a test score. The SEM is calculated based
an exhaustive list; however, the following are a few on a testretest paradigm. Based on the SEM reported in
representative issues that may become the focus of various sources or calculated from the data presented,
advanced research in the coming years. Newton et al have indicated that as far as subject related
The error involved in measuring muscular move- factors were concerned, isokinetic measurements of
ment under maximal and submaximal conditions is at healthy subjects appeared to be less variable than those
the core of isokinetics as has recently been highlighted in derived from impaired subject, and that women had
a paper by Keating and Matyas [7]. As quoted by the smaller SEMs than men [7] . Test factors such as the
authors Dynamometry measurements provide estimates movement tested (eg, extension vs flexion) and test
of strength...if [these are] error-free estimates of subject velocity also affected the SEM. Most relevant was the
ability, any change in the a subjects score would indi- observation that variability bore a positive relationship
cate a true difference in subject ability in the perform- to the magnitude of the muscular moment.
ance of the test... However, dynamometry does not The result of these observations lead one to conclude
provide consistent estimates... and, therefore, even when that in order to provide a clinically meaningful
there is every reason to believe that subject strength and interpretation, the cut-off parameter, be it the SEM or
test conditions are unchanged, some variability in meas- other, must be quoted in terms of the specific population
urements is always seen on repeated [occasions]. From it is based on, and with respect to a given test protocol.
an opposite point of view, and more pressing clinically, With respect to the specific population, future research
is the question whether strength differences such as will have to concentrate on clinical groups with suffi-
observed following rehabilitation reflect a true improve- ciently common symptoms to warrant the establishment
ment (deterioration) in a patients capacity. It would of such parameters (see below). As the magnitude of the
also be of value to know to what extent bilateral mean score affects the SEM, it would stand to reason that
differences, when relevant, are genuine. when considering a physiotherapeutic treatment process,
A typical isokinetic test of maximal muscular capac- initial, genuine strength gains may be better identified,
ity (that follows familiarization and warm-up) consists whereas those reported later in the process would be less
of three to four consecutive contractions. As mentioned reliable.
before, within-test variations are discernible even when Quite on a different front, and relating to the basic
the test is based on reciprocal (ie, without intercontraction methodology of isokinetic-test-finding interpretation,
pause) contractions. In such paradigm, a perfect point- the question of 'which type of strength' is the more
by-point overlap among the series of contractions is representative of function has not been properly
quite impossible to achieve to the extent that even the addressed. This is empirically evident from the non-
peak moment may differ. This non-overlapping (the overlapping of bilateral strength differences based on
reciprocal of the error) will not decrease with a longer either concentric, eccentric, or isometric tests. Research
intercontraction pause, and may actually increase. Since has indeed indicated that dynamic strength differs from
it would be challenging to reproduce exactly the same static (isometric) strength as shown with respect to
testing conditions if the subject were to dismount the forearm [9] and grip [10] muscles. Therefore, when
seat (eg, for knee testing), the error associated with a determining a chronic strength insufficiency, the ques-
longer inter-testing period is bound to be even larger. tion of which strength type should be used is highly
Confounding this difficulty even further is the effect problematic. Currently, no firm guidelines have been
which learning has on the scores. It would appear that offered. Moreover, reliable sources such as the American
for certain muscle groups and test protocols, learning Guides for the Evaluation of Permanent Impairment
expressed in improvement not due to actual conditioning, [11] elected to ignore modern methods of strength
could be quite significant [8]. Therefore, to examine the testing in favour of the obsolete method of MMT. That
significance of a change obtained following treatment, it this is the case is alarming enough given the sharp
would be imperative to deduct the component attrib- criticism mentioned above [1]. However, this question
uted to learning. Since this effect on its own is associated deserves a thorough investigation and perhaps clinically
with variability, interpretation is even more confounded. relevant pooling of the three measures, could better
Therefore, the extent of reproducibility reported in portray the loss. One such example is strength deficiency
terms of correlation coefficients such as Pearsons prod- in the hip abductors versus grip musculature. The
uct moment or intra-class coefficient (ICC) would not previous muscle group operates eccentrically (restraining
suffice for decision making. What is needed is a measure contralateral descending of the pelvis) and hence deter-

Hong Kong Physiotherapy Journal Volume 18 Number 2 2000 43


mination of its eccentric strength loss due to eg, trauma [5]. Furthermore, since patients impaired with low back
or neural involvement would be justified. On the other dysfunction (LBD) find it more comfortable to be tested
hand, grip muscles contract predominantly isometri- while seated, some attachments were designed to incor-
cally and thus measuring their isometric strength, using porate this position. However, testing of normal subjects,
an instrument like the Jamar, is clinically and function- particularly for job screening proved probably to be
ally sensible. more conveniently conducted while standing. The same
Intimately related to this issue is the choice of using applies to shoulder musculature, but in this case the fact
derived parameters such as the eccentric to concentric the shoulder complex moves as a whole while the arm
strength ratios. Strictly speaking, the use of strength abducts renders the assumption of joint-axis alignment
ratios was erroneous since isokinetic measurements quite useless. Thus, correction procedures are needed.
lacked a true zero [12]. This problem has been rectified Another example, the hip muscles, demonstrate the
when gravity compensation procedures were intro- critical need for proper stabilizing frames, the absence of
duced in the mid-80s. Initially, the concentric strength which confounds the results to such an extent that may
of antagonistic muscles was compared, most commonly not be judiciously applied. In this instance, it should be
with respect to the flexors and extensors of the knee and born in mind that the functional position for testing
trunk. However, with the growing use of eccentric would be that of standing as these muscles operate
testing, the reciprocal mode ratios of the antagonistic habitually in gait. However, as the tested limb must be
muscles was investigated. This reflected accumulated free to move, this means that the weight is born on the
knowledge regarding the restraining effect of one eccen- other limb, thus introducing balance perturbation. With-
trically contracting muscle group relative to its concen- out proper stabilization, compensatory motion of the
trically contracting antagonist. Thus the dynamic control whole body is required, lengthtension relationships are
ratio: Hecc/Qcon where H and Q denote the hamstring and distorted, and a valid measurement cannot be executed.
quadriceps groups respectively, has been shown to effec- Surprisingly, some ISDs offer attachments suitable for
tively differentiate between chronic ACL insufficiency hip testing in the supine or side-lying position where,
and the uninvolved knee muscles in the same patient particularly for the abductors, the mere attempt to hold
[13]. Recently, this ratio was studied with respect to the the limb horizontally, would be a formidable undertak-
rotatory muscles of the shoulder joint namely ERecc/ ing for very weak patients. Therefore, the pursuit of
IRcon, where ER and IR refer to the external and internal better attachments that will eventually result in higher
rotators respectively [14]. Strong correlations were reproducibility will in all likelihood occupy a certain
reported between these ratios and the physiological niche in isokinetic research.
cross-section area of the supraspinatus. Likewise, defi- As for the second stream, namely, research concern-
ciencies in the ratio corresponded to malfunction of the ing muscle performance in patients groups, relatively
rotator cuff in selected pathologies [15]. little has been done. This is regrettable since strength
The correspondence between clinical deficiency is found in so many pathological situations, a
electromyographic (EMG) and isokinetic measures has number of which are chronic (eg, multiple sclerosis and
not been thoroughly investigated. This aspect of Parkinsons disease) and afflicts a large number of older
isokinetics may well be a target for future research. Its people. There are a few reasons for this phenomenon
added benefit would be validation of the system. Clinical including the availability and compliance of patients
EMG is routinely performed in a number of pathologies, both for initial and later testing, the time consuming
however, its ability to render a quantitative assessment nature of isokinetic testing, the relatively limited number
of the mechanical dysfunction is rather limited. Thus, of clinicians skilled in conducting these tests, and the
when confronted with questions regarding the residual fluctuating nature of strength findings. These all result in
mechanical capacity, clinicians could benefit from con- large SEMs that may inevitably lead to a decision against
ducting isokinetic tests, under varying conditions, of the the investment of further effort in this most important
relevant muscle groups. This void reflects once again the field. But, nothing could be more wrong with this
relative ignorance of the medical community with re- approach. One refers in particular to the instability of the
gards to the possibilities afforded by modern ISDs. strength findings [16] that characterize some neurologi-
Finally, in consideration of the methodological issues, cal disturbances in predominantly elderly patients. Since
the ongoing research relating to testing of difficult joint strengthening exercises for afflicted patients may be one
muscle systems is likely to proceed. In particular, refer- of the therapeutic objectives, the ability to establish a
ence is made to the hip, trunk, and shoulder musculature reliable baseline as well as the need to follow-up changes
for which the range of testing procedures is not only vast are central to the treatment. The fact that strength varies
but seems to be quite a large distance away from to such an extent among these patients, requires even
standardization. For instance, testing of trunk muscula- more research input in this field in order to set rational
ture is still being pursued in either the seated or upright treatment goals. Likewise, some of the discharge from
position resulting in significantly different test findings rehabilitation criteria in young, orthopaedically involved

44 Hong Kong Physiotherapy Journal Volume 18 Number 2 2000


patients, must be based on strength parameters derived between the two. This in turn, resulted in an unaccept-
from specific pathology-related groups. With the wide able rate of false positives and/or false negatives which
spread use of ISDs and multicentre clinical trials, there is was reflected in relatively low specificity and sensitivity.
no reason why in the near future, effort on a national Thus, the use of the CV in sincerity of effort testing was
and international basis is not undertaken in this respect. effectively rejected.
Within the third stream, one could identify research Based on application of isokinetic dynamometry, a
in isokinetics which does not necessarily fall within the different approach has been adopted in a series of studies
confines of the above two streams. One particular exam- relating to the identification of submaximal effort in
ple is the use of ISDs in identifying submaximal normal subjects using various muscles [18-21]. Instead
performance, an area that has immense implications in of looking at the consistency of performance, the com-
medico-legal studies of muscle weakness. patibility of the test findings with the expected variations
Muscle weakness due to traumatic injury is well in the forcevelocity (FV) relationships of skeletal mus-
recognized by most Western legal system as an cle was sought. It was argued that since the concentric
indemnifiable damage. As an integral part of the litiga- branch of the FV curve decreased hyperbolically with
tion process, patients presenting with injury to the increasing test speed while the eccentric branch re-
muscular apparatus are requested to be tested in order to mained more or less constant, the eccentric/concentric
assess the extent of damage. Since muscle testing re- (Ecc/Con) strength ratio (either peak or average torque-
quires collaboration on the part of the patient and in based) should increase with the speed. Specifically, if
view of the poor validity of MMT [1], especially when performed under low and high testing speed, the follow-
strength loss is partial, the question as to whether the ing index: DEC = (Ecc/Con)high(Ecc/Con)low (where high
patient is indeed performing maximally is often raised and low refer to the test speed) would behave differently
by the examiner. The question of maximality or sincer- in maximal versus submaximal efforts. This assumption
ity of effort is, therefore, crucial to the decision since the was based on the fact that eccentric contractions being
sums paid to claimants are very large. For instance, in defensive in nature were less amenable to feigning,
the United States alone, some 70 billion dollars were increasingly so with an imposed rise in the test speed.
paid for musculoskeletal injures at the beginning of the As the above studies have strongly indicated, the DEC
90s. Hence, even if muscular related injuries constitute proved to be highly effective in differentiating the per-
only a small fraction, the total amount would still be formance level. This was expressed by a conspicuous
enormous. separation between the frequency distributions of the
The basis for quantifying the loss was compared with DECs corresponding to sincere and insincere efforts. It
the same muscle group in the uninvolved side should also be emphasized that in these studies as well,
(extremity). This entailed instrumental measurement of the CVs relating to the sincere and insincere perform-
strength that was invariably isometric. In order to test ance behaved in much the same way as reported in
the sincerity of the effort, the prevailing approach, until previous research. Furthermore, in a recent study, the
recently, was linked to the principle of consistency. test protocol was employed on two occasions and in spite
According to this principle, only maximal contractions of a discernible learning effect in 95% of the subjects,
that correspond to sincere effort may be repeated with feigning of weakness could still be identified in the
relatively small inter-contraction variation (namely high second test session [22]. Since this study was based on
consistency). To quantifying the consistency, the coeffi- the use of extremely short range of motion, it has also
cient of variation (CV), which is a percent related index opened a new window into utilization of different
expressed by the following formula: CV = (standard isokinetic measurement systems, namely the use of
deviation of the scores/mean value of the scores) x 100 linear motion rather than angular motion based systems.
was applied. Alternatively, submaximal (insincere) ef- Indeed, in years to come, new designs may be introduced
fort would result in relatively large CVs. Small and large that will pave the way for the formulation of new
values were arbitrarily assigned; for instance it was concepts of muscle strength production, controls and
suggested that a CV of up to 10% indicated a sincere assessment.
effort whereas anything above was considered as indica-
tive of feigned effort [17]. This, or near cut-off values,
were also adopted in isokinetic measurements of strength.
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However, an increasing number of studies conducted in
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Hong Kong Physiotherapy Journal Volume 18 Number 2 2000 45


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46 Hong Kong Physiotherapy Journal Volume 18 Number 2 2000

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