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Arm Motion and Load Analysis of Sit-To-Stand, Stand-To-Sit, Cane Walking and Lifting
Arm Motion and Load Analysis of Sit-To-Stand, Stand-To-Sit, Cane Walking and Lifting
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Abstract
Objective. To conduct a pilot study to characterize the hand loads, arm joint angles and external moments corresponding to ®ve
activities of daily living demanding of the shoulder, for healthy subjects over 50 years of age.
Design. The tasks were sit-to-stand, stand-to-sit, cane walking, lifting a 5 kg box with both hands, and lifting a 10 kg suitcase.
Background. Arm motion and loading have not been previously studied for functional daily-living tasks involving substantial
external loads.
Methods. Motion was tracked using an optoelectronic system. Loads were measured using an instrumented chair arm, a force
plate, and gravitational and acceleration loads. Six healthy volunteers (3 male, 3 female), mean age 55, with no history of shoulder
problems participated in the study.
Results. Average peak external moments ranged from 12.3 N m for sitting down into a chair to 27.9 N m for lifting a suitcase.
Except for lifting the box, which had much lower loads, average peak hand loads varied from 16% to 19% of body weight (114±134
N). The arcs of motion were larger than for seated activities of daily-living studied previously.
Conclusions. The ®ve tasks studied are commonly performed, yet involve large external moments. Lifting represents the greatest
potential loading at the shoulder as it resulted in the highest external moments; furthermore, loads larger than those used in this
study might be commonly lifted.
Relevance
External moments at the shoulder should not be underestimated, even for activities of daily living. Ó 2000 Elsevier Science Ltd.
All rights reserved.
3. What are the peak external moments acting at the The sit-to-stand and stand-to-sit tasks were separated
shoulder for these tasks? Not only do the moments into two activities so that they could be clearly de®ned
give an indication of the forces experienced at the [14]. Cane height, adjustable every 25 mm, was set for
shoulder, but how closely the moments approach a comfort because Okuno and coworkers [11] had shown
person's strength is relevant to therapists. that knee loading was not aected by cane height. The
4. How do the external moments compare between toolbox had dimensions of 42 cm ´ 15 cm ´ 16 cm high;
tasks and to tasks studied previously? This informa- those of the suitcase were 65 cm ´ 18.5 cm ´ 51 cm high
tion is necessary to place these tasks in the context with an additional 5.5 cm for the handle. A custom-built
of both less-demanding ADL and more-demanding three-degree-of-freedom strain-gauge load transducer
wheelchair and lifting activities. was built into the chair arm, the hand landing on top of
5. How consistent are the angles, loads, moments and the transducer to minimize applied moments (con®rmed
ranges of motion between subjects? This is necessary in photographs). Calibrations showed accuracy within 2
for both modelling and design. N and minimal cross-talk. For the cane task, subjects
As older people lose strength and stability in their were positioned following practice strides, without their
legs, they rely more on the assistance of their arms. Knee knowledge, such that the cane landed on an A M T I OR6-
forces were shown to decrease by at least 18% by using 5-1 force platform (A M T I , Watertown, MA, USA). The
the arms to aid in rising from a chair [6±8]. Those unable load of the 10 kg suitcase was calculated from gravita-
to get out of a chair without the use of armrests exerted tional and vertical acceleration forces [15]. The load of
a greater hand force, ¯exed their trunks more and took the 5 kg box on one hand was assumed to be 2.5 kg; no
longer to rise than able subjects [9,10]. Okuno and co- account was taken of acceleration since at the time of
workers [11] found that using a cane reduced peak bone- greatest external moment accelerations were negligible.
on-bone forces at the knee by 20±30%. Brand and Eight infrared light-emitting diodes (IREDs) were
Crowninshield [12] calculated a 40% reduction in hip positioned to track the subjectÕs movements, ®ve on the
contact force when using a cane. A cane has also been right arm and three on the trunk as displayed in Fig. 1.
shown to aid balance, thereby preventing falling [13]. The three trunk markers were placed on an 8 cm square
Lifting is clearly demanding of the shoulder, but despite plastic extension with a 4 cm wide base perpendicular to
the extensive literature on lifting, the arm angles and the spine, at approximately the ®rst three thoracic
moment arms have not been studied. vertebrae; two markers (1 and 2) were aligned in the
vertical direction when the subjectÕs trunk was visually
2. Methods
vertical. The third marker (3), placed posteriorly, de- tion for these purposes, and that the markers were
®ned the perpendicular plane of the trunk (Yt in Fig. 1). placed ± following mathematical translation ± at the
The markers on the arm were placed on the skin directly joint centres. The large distance between markers im-
lateral to the glenohumeral joint centre (4), just distal to proved accuracy.
the bony lateral epicondyle of the elbow (5), at the wrist The joint angles were calculated using a program
midway between the radial and ulnar styloids (6), on an developed by the author for a previous study [18,19],
extension above the wrist (7) and on the third meta- with the addition of trunk movement. The technique
carpalphalangeal knuckle (8). Markers were always ap- used a direct geometric calculation as opposed to Euler
plied by the same investigator. The direction of the wrist angles to avoid inconsistencies [2] ± recently, more
and knuckle markers was changed between the ®rst sophisticated matching methods have been developed
three and the last two tasks so that the markers re- using least-squares techniques to minimize these incon-
mained visible to the cameras at all times. An O P T O T - sistencies and the noise encountered in the rigid body
R A K 3020 optoelectronic tracking system (Northern de®nitions [20,21].
Digital, Waterloo, Canada), consisting of an array of The position of the arm at any time was described
three one-dimensional cameras, was used to record the relative to the trunk by a sequence of Euler rotations
three-dimensional marker positions to within an accu- (see Table 2). The conceptual starting position was with
racy of 0.45 mm. Data were sampled at 50 Hz and ®l- the arm elevated 0°. The arm is ®rst rotated to de®ne the
tered at 6 Hz. Costigan and coworkers [16] describe the plane of elevation, then elevated, then internally/exter-
data processing. nally rotated about the humeral axis. The plane of ele-
Following attachment of the markers, the distances vation has also been called horizontal ¯exion/extension
from the markers to the approximate bone joint centres or azimuth. The humeral rotations were followed by the
were measured such that they could be later translated elbow and wrist rotations. The pro/supination angle
mathematically to the joint centres. The glenohumeral reported in Table 5 is the pro/supination angle derived
distance was based on Wang [17], namely 37 mm infe- from the rotation sequence plus the value of the carrying
rior, 14 mm lateral and 8 mm anterior to the acromion. angle in order to agree with the anatomical de®nition
The elbow joint centre was taken midway between the [18,19,22]. The accuracy resulting from the tracking
medial and lateral epicondyles. The wrist joint centre system, marker positions, translation to the joint centre
was assumed to be at half the wristÕs thickness. The and skin movement artefacts was estimated to be within
carrying angle (angle between the extension of the upper 6° for all joint angles.
arm and the forearm when the elbow is extended in the
anatomical position) was measured using a goniometer.
The body-segment coordinate systems were each de- Table 2
®ned from three non-collinear markers (see Table 1). Angle de®nitions
Humeral rotations were relative to the thorax. Since
Angle Rotation and sign de®nition
markers were sometimes located on an adjacent seg-
ment, it was assumed both that the joints acted as Trunk ¯exiona About Xg , positive forwards
hinges, which is a common and reasonable approxima- Lateral bendinga About Yg , positive right
Plane of elevation About Zt (or Xu ), starting from
90° abduction, positive forwards
from the frontal plane
Table 1 Elevation 90° minus angle about Yu0 ,
Coordinate systemsa positive outwards
Internal/external rotation About Zu00 , internal rotation
Body X Y Z positive
segment Elbow Ab/adduction About Yf , abduction positive
(carrying angle)
Thorax Xt 13 ´ 12 Yt Zt ´ Xt Zt 21
Upper armb Xu Yu ´ Zu Yu 50 60 Zu 50 40 Elbow ¯exion About Xf0 , 0° when arm extended
Forearm Xf 60 70 ´ 60 50 Yf Zf ´ Xf Zf 60 50 Pro/supination About Xf00 , corrected to be about
Hand Xh 60 70 ´ 80 60 Yh Zh ´ Xh Zh 80 60 the ulnar axis, pronation positive
Wrist ¯exion About Xh , palmar direction
a
The coordinate systems were ®rst de®ned from the marker positions positive
shown in Fig. 1. Markers shown with 0 were translated mathematically Radial/ulnar deviation About Yh0 , radial deviation
to the joint centre along the appropriate coordinate axis and the co- positive
ordinate system recalculated.
b a
The upper arm rotation was based initially on the wrist marker, Trunk angles were initially calculating in an Euler sequence, but for a
however elbow ¯exion and internal/external rotation were adjusted better intuitive presentation, the absolute angle about the two global
geometrically to account for the apparent rotation due to the carrying axes are presented; twisting of the trunk could not be distinguished
angle and to account for the fact that the pro/supination axis passes from rotation of the whole body since there were no markers on the
through the ulnar head at the wrist (see [18] for details). lower limb.
444 C. Anglin, U.P. Wyss / Clinical Biomechanics 15 (2000) 441±448
Table 3
Average angles corresponding to the peak external momenta
Table 4
Hand position relative to the shoulder at the peak external momenta
Table 5
Peak hand loads
Task Average peak Average peak Average forward/lateral Maximum load Maximum
load (N) load (´BW)a load angle (°)b (N) load (´BW)a
Sit-to-stand 134 (37) 0.19 (0.06) 8.0 (9.0)/)0.7 (3.1) 154 0.24
Stand-to-sit 114 (29) 0.16 (0.07) )5.1 (32.3)/3.7 (11.6) 179 0.27
Cane walking 130 (46) 0.18 (0.05) 3.9 (5.3)/1.8 (2.5) 225 0.30
Lifting box )25 (0) 0.03 (0.01) 0 25 0.05
Lifting suitcase )126 (5) 0.18 (0.03) 0 137 0.26
a
BW ± body weight; standard deviations in brackets.
b
Forward is the angle from the vertical in the global Yg Zg plane; lateral is the angle from the vertical in the global Xg Zg plane. The load vector is the
reaction force of the chair arm acting upwards against the hand.
Table 6
Peak external moments
Task Load moment Total moment Coordinates of total moment Maximum total moment
(N m)a (N m)a; b (N m)c (N m)
Average external moments ranged from 12.3 N m for 4.1. Joint angles, hand positions and hand loads
sitting down to 27.9 N m for lifting a suitcase; maximum
moments were substantially higher (Table 6). The mo- In contrast to most daily living tasks, in which a light
ments for the cane and box tasks occurred primarily load is manipulated in front of the subject from a seated
about the Xg axis; for the suitcase the moment was position [1,18,19], in the ®ve tasks studied, the hand was
mostly about the Yg axis, although the direction did positioned farther back, higher loads were experienced
vary; the moment directions for the chair tasks were and standing positions were included. For example, the
mainly in the Xg Yg plane, but varied within the plane plane of elevation angle of the humerus was small or
among subjects (Table 6). negative (i.e. to the side or behind the body) for the chair
and cane tasks. Lifting the box to shoulder height re-
3.4. Consistency of angles, loads, moments and ranges of quired more elevation and the chair and lifting tasks
motion required greater elbow extension than is typical for
other ADL [1,19].
All of the parameters showed considerable variabili- Hand loads for the sit-to-stand task (134 N or 19%
ty, as evidenced by the standard deviations in the re- body weight) were less than but comparable to those
spective tables. In general, lifting a box with both hands reported by Alexander and coworkers (144 N/21% for
to shoulder height showed the greatest repeatability and healthy older subjects, and 159 N/29% for those unable
446 C. Anglin, U.P. Wyss / Clinical Biomechanics 15 (2000) 441±448
to get up without arm assistance). On the other hand, about the shoulder of from 32 to 50 N m (depending
the load angles in the present study were distinctly on the lifting technique) for lifting a 12.8 kg object.
more vertical (i.e. 8° versus approximately 40°) than Van der Helm and Veeger [4] reported external mo-
those reported by Alexander and coworkers, implying ments up to 50 N m for wheelchair propulsion while
that our subjects were pushing themselves more up applying 40% of the subject's maximum voluntary
than forward. An upper limit on the hand load is moment.
provided by Runciman [3] who recorded a hand load of These average moments represent up to half the
40% body weight at 10° when subjects pushed them- available shoulder strength for women [31,32]; the
selves up from a chair with straightened legs. Cane maximum moments represent a substantially higher
loading in the present study was at the higher end of proportion of available strength. The strength of those
the range reported by Brand and Crowninshield [12] with a repair of the rotator cu muscles, common in
and by Ely and Smidt [24] for walking, but lower than shoulder arthroplasty patients, is further reduced
that reported by Ashton-Miller and coworkers [13] to [33,34]. Whereas it appears that the demands of lifting a
prevent falling. 10 kg suitcase exceed abduction strength, extra strength
was probably achieved by supporting the arm on the
4.2. Ranges of motion body.
[32] Murray MP, Gore DR, Gardner M, Mollinger LA. Shoulder thickness rotator cu tears. J Bone Joint Surg Am A
motion and muscle strength of normal men and women in two 1986;68A:266±72.
age groups. Clin Orthoped 1985;192:268±73. [34] Kirschenbaum D, Coyle Jr. MP, Leddy JP, Katsaros P, Tan FJR,
[33] Gore DR, Murray MP, Sepic SB, Gardner GM. Shoulder muscle Cody RP. Shoulder strength with rotator cu tears. Pre-and post-
strength and range of motion following surgical repair of full- operative analysis. Clin Orthoped 1993;288:174±8.