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2016 Sanchez Journal of EMG and Kinesiology
2016 Sanchez Journal of EMG and Kinesiology
a r t i c l e i n f o a b s t r a c t
Article history: Various stimuli such as the flexibility of lumbopelvic structures influence the neuromuscular responses of
Received 25 November 2015 the trunk musculature, leading to different load sharing strategies and reflex muscle responses from the
Received in revised form 16 March 2016 afferents of lumbopelvic mechanoreceptors. This link between flexibility and neuromuscular response
Accepted 18 April 2016
has been poorly studied.
The aim of this study was to investigate the relationship between lumbopelvic flexibility and neuro-
muscular responses of the erector spinae, hamstring and abdominal muscles during trunk flexion–exten-
Keywords:
sion. Lumbopelvic movement patterns were measured in 29 healthy women, who were separated into
Flexibility
Erector spinae
two groups according to their flexibility during trunk flexion–extension. The electromyographic
Biceps femoris responses of erector spinae, rectus abdominis and biceps femoris were also recorded.
Rectus abdominis Subjects with greater lumbar flexibility had significantly less pelvic flexibility and vice versa. Subjects
Trunk flexion–extension with greater pelvic flexibility had a higher rate of relaxation and lower levels of hamstring activation
Electromyography during maximal trunk flexion.
The neuromuscular response patterns of the hamstrings seem partially modulated by pelvic flexibility.
Not so with the lumbar erector spinae and lumbar flexibility, despite the assertions of some previous
studies. The results of this study improve our knowledge of the relationships between trunk joint
flexibility and neuromuscular responses, a relationship which may play a role in low back pain.
Ó 2016 Elsevier Ltd. All rights reserved.
1. Introduction Silver, 1955). Numerous studies have shown that FRP is a consis-
tent and predictable response in most normal subjects without
Movements involving trunk flexion–extension are common lower back pain (LBP) (Mayer et al., 2009).
during everyday activities, occupational demands and sports, and FRP occurs between 75% and 85% of maximum trunk flexion
show a high frequency of associated injuries, which in turn have (Mayer et al., 2009; Neblett et al., 2003); when FRP starts, lumbar
been linked to disruptions in spinal tissue neuromuscular balance flexion is almost complete, and the potential for even more pelvic
and load sharing (Colloca and Hinrichs, 2005). Therefore, improv- flexion remains. Maximum lumbar flexion is achieved first, and
ing our knowledge of the biomechanics of trunk flexion–extension from then on maximum trunk flexion occurs exclusively by means
is of great clinical importance. of an increase in pelvic flexion, controlled by the glutei and
Trunk flexion–extension is an interaction between interverte- hamstrings (Sihvonen, 1997).
bral and pelvic joints known as lumbo-pelvic rhythm (Cailliet, FRP also occurs in hamstrings during terminal pelvic flexion.
1994) which is associated with specific patterns of muscle Hamstring electromyographic (EMG) activity ceases at 97% of
activation. An eccentric contraction of the erector spinae muscles maximum lumbar flexion. From this point on, maximum trunk
(ES) controls spinal flexion, whereas the eccentric contraction of flexion is achieved with no activity of the spinal and pelvic
hip extensors (glutei, hamstrings) controls pelvic flexion. At some muscles. During extension, both muscles activate concentrically:
point during trunk flexion, ES activity suddenly ceases: this is the hamstrings activate first, followed by the ES (Sihvonen, 1997).
called the flexion–relaxation phenomenon (FRP) (Floyd and At the end of trunk flexion, the abdominal muscles, rectus abdo-
minis (RA) and oblique muscles, show a unique burst of activation
⇑ Corresponding author. (Paquet et al., 1994). Contraction of the abdominal muscles con-
E-mail address: Daniel.Sanchez@uv.es (D. Sánchez-Zuriaga). tributes to maintaining spinal flexion in the sagittal plane, without
http://dx.doi.org/10.1016/j.jelekin.2016.04.007
1050-6411/Ó 2016 Elsevier Ltd. All rights reserved.
D. Sánchez-Zuriaga et al. / Journal of Electromyography and Kinesiology 28 (2016) 152–157 153
allowing lateral deviations, and can also participate in an active maneuver. The study hypothesis is that lumbar spine and pelvic
attempt to increase maximum trunk flexion (Bogduk, 2005; flexibility could influence the trunk muscle activity pattern during
Paquet et al., 1994). a flexion–extension task. In this scenario the viscoelastic structures
The spinal stabilizing system described by Panjabi (1992) of more flexible subjects would be able to elongate to a greater
encompasses the actions of all these structures. It consists of three degree, and this could cause different neuromuscular responses
subsystems: (a) passive (vertebrae, intervertebral discs, ligaments and movement patterns between more or less flexible subjects.
and fascia), (b) active (muscles and tendons) and (c) the neural
control unit. In a normal state the three subsystems work together 2. Materials and methods
to provide sufficient stability to the spine to match the instanta-
neously varying stability demands due to changes in spinal 2.1. Subjects
posture, and static and dynamic loads. The neural control unit esti-
mates the stability demands and consequently adjusts individual 29 healthy women, none of whom suffered from back pain at
muscle tension according to variations of lever arms and inertial the time of the study or recounted a history of lower back pain,
loads of different masses, and external loads (Hashemirad et al., participated in the study. Their age and anthropometric character-
2009; Panjabi, 1992). istics are summarized in Table 1.
Passive structures are deformed, which generates information Written consent to participate in the investigation was obtained
from the mechanoreceptors contained within them; this informa- from the subjects after they had been informed about the study,
tion generates muscle activation or relaxation responses (Holm and an institutional ethical review board (Human Research Ethics
et al., 2002). Different authors have studied the relationship Committee, Universitat de València, València, Spain) approved
between the viscoelastic properties of passive spinal tissues, neu- the project. All the procedures were conducted in accordance with
romuscular responses, and even potential mechanisms of spinal the principles of the World Medical Association’s Declaration of
damage. Solomonow et al. (1999) observed that the creep induced Helsinki (Rickham, 1964).
in viscoelastic tissues by the application of repeated loading causes
desensitization of mechanoreceptors, which in turn causes a signif-
2.2. Instrumentation
icant decrease in muscle activation and thus greater exposure to
instability and possible injury. Other studies (Sánchez-Zuriaga
The angular displacement of the lumbar spine and pelvis in the
et al., 2010) have observed that after inducing creep, and the con-
sagittal plane was recorded using a Liberty 240/16 electromagnetic
sequent increase in passive structure compliance, there is a
motion capture system (Polhemus Inc., Colchester, USA). This
marked delay in reflex lumbar muscle activation.
apparatus uses a low frequency magnetic field generated by an
In general, these kinds of studies emphasize the negative effect of
electromagnetic source, which is placed in a plastic platform
reducing the spinal rigidity, which results in increased compliance
adjusted at hip level for each participant. Two sensors detect the
and alters neuromuscular responses. This may be related to the
magnetic pulses, with a sampling frequency of 240 Hz. The first
mechanisms of back injury during activities involving trunk flexion.
sensor (L1) is attached to the skin overlying the spinous process
Changes in the distensibility of elastic structures have also been
of the first lumbar vertebra, and provides data on the displacement
associated with changes in neuromuscular activity of lumbopelvic
of the trunk as a whole (lumbar and pelvis). The second sensor (S1)
muscles and trunk motion patterns. Hashemirad et al. (2009)
is placed at the level of the first sacral vertebra, and provides data
observed that individual flexibility and angles of trunk and knee
on the inclination of the sacrum at the coxofemoral joint (pelvic
flexion have a significant effect on the flexion–extension responses
flexion) (Mayer et al., 1984). Subtracting the S1 data from the L1
of spinal extensor muscles. They found that in subjects with
data gives the true lumbar spine motion (Neblett et al., 2003).
greater flexibility the ES relaxed later during flexion, i.e. at greater
The EMG activity was recorded by three EMG100C Biopac
angles of spinal and pelvic flexion, and that they reactivated before
modules (Biopac Systems, Inc., Goleta, CA), using pre-gelled dispos-
extension starts, i.e. they had a shorter FRP. These changes were
able silver–silver chloride (Ag/AgCl) surface disk electrodes (2 cm
thought to be caused by a transfer of the stabilizing action to the
diameter). Prior to EMG electrode placement, the registration
active components in more flexible subjects, whereas in subjects
points of the activity of each muscle were located following the
with less flexibility passive structures would have a greater role
recommendations of the Surface Electromyography for Non-
in the control of movement. It therefore seems to be a relationship
Invasive Assessment of Muscles (SENIAM) project (Hermens
between measures of flexibility, such as lumbar and pelvic flexion
et al., 2000). The RA was located 3 cm to the right of the navel;
angles in maximum trunk flexion, and muscle activity patterns.
the hamstrings (biceps femoris, BF) electrodes were placed at the
This interdependence between individual flexibility and neuro-
midpoint of the distance between the right ischial tuberosity and
muscular response patterns may explain, for example, the
the fibular head. The ES EMG signal was recorded at the third lum-
increased likelihood that patients with hypermobility syndrome
bar vertebra, with electrodes placed 3 cm to the right of the spi-
have of suffering from musculoskeletal injuries, which is caused
nous process. A reference electrode was placed at the level of the
by tissue laxity and the corresponding decrease in proprioceptive
sternal body. After carefully cleaning and lightly abrading the skin
acuity and alteration of neuromuscular reflexes (Simmonds and
with an alcohol pad, two recording electrodes were attached on
Keer, 2007). In fact, Greenwood et al. (2011) found differences in
each registration point, parallel to the underlying muscle fibers,
muscle activation patterns between normal subjects and those
with a center-to-center distance of 2 cm. The raw EMG signal
with joint hypermobility, which specifically affect hip and pelvis
was band-pass filtered (cutoff frequencies: 10 Hz high pass,
muscles. The increased risk of injury of these patients has been
500 Hz low pass) and amplified (input impedance greater than
linked to these altered muscle stabilization strategies.
100 MX, common mode rejection ratio of 110 dB at 60 Hz, overall
None of the previous studies on the effect of individual flexibility
gain of 1000). EMG signals were A/D converted at a sampling
in trunk neuromuscular activation patterns has simultaneously
analyzed the activity patterns of the ES, hamstring, and abdominal Table 1
muscles during a dynamic trunk flexion–extension task. Therefore Age and anthropometric measurements.
the purpose of this study is to investigate the relationship between
n Age (years) Weight (kg) Height (m) Body mass index (kg/m2)
individual flexibility and the ES, hamstring, and abdominal muscles
29 30 ± 4 60.3 ± 8.5 1.7 ± 0.1 22.4 ± 3.0
EMG activity pattern during a dynamic trunk flexion–extension
154 D. Sánchez-Zuriaga et al. / Journal of Electromyography and Kinesiology 28 (2016) 152–157
frequency of 1000 Hz with a 16-bit data acquisition system (model (45–60% of the flexion time, when eccentric activity is at its peak).
MP150; Biopac Systems Inc.). A synchronic signal generated at the Other summary measurements were: (1) the maximum range of
beginning of each measurement simultaneously sent a ‘‘start lumbar and pelvic flexion, (2) the spinal and pelvic postures at
recording” order to both the electromagnetic motion capture sys- the start and end of ES and BF relaxation and the RA activation
tem and the EMG recorder. peak, (3) the average percentages of EMG activity during lumbar
(ES, RA) and pelvic (BF) maximum flexion and during the FRP
2.3. Testing procedure (ES, BF). The start and end of flexion, extension, and EMG activation
peaks were identified using a threshold method, as recommended
Subjects stood barefoot on two markers on the floor with their by Schinkel-Ivy et al. (2013). The start and end of flexion were
feet pelvis-width apart, knees straight, arms by their sides, and defined respectively as the start and end of the sustained and
with their hands facing inwards. At the start and end of each cycle, abrupt increase in motion curves which exceeded the baseline
they stared at a mark set at eye level on the opposite wall. Individ- inclination values during standing. After the end of flexion, the
uals were told to move as sagittally as possible following these curve achieved a flat plateau which corresponded to maximum
instructions: bend neck, place chin on chest, then bend forward flexion. The end of such plateau was considered the beginning of
and try to flex as far as possible, rest for a second at maximum flex- extension, when the motion curve abruptly decreased until it
ion and then return to the starting position. The subjects slipped recovered baseline inclination values during standing. For the
their hands down and up the front of their lower limbs to prevent FRP, the offset of eccentric flexion activation and the onset of con-
their upper limbs from swinging, and a metronome set at one beat centric extension activation were defined respectively as the end of
per second marked the pace of the movements. Trunk flexion took the last peak in flexion EMG activity and the start of the first peak
four seconds, followed by a one-second pause at maximum flexion in extension EMG activity, which exceeded the peak amplitude of
and four seconds of trunk extension. Five repetitions of the trunk the baseline activity during the relaxation phase (Fig. 1).
flexion–extension cycle were performed. Trial runs allowed sub- MATLAB 2010a (MathWorks Inc., Massachusetts USA) was used
jects to practice the movements, and two experienced observers for all data analysis.
monitored the subjects’ actions during testing. When the instruc-
tions had not been correctly followed (exertion, rhythm, range of 2.5. Statistical analysis
movement), the cycles were repeated. All tests were carried out
at least two hours after the subjects had risen from bed in order Pearson product-moment correlation coefficient and scatter
to minimize diurnal variations in their spinal mechanics (Adams plots were used to check for possible links and joint variation in
et al., 1990). the variables from all 29 participants, especially between lumbar
and hip flexibility measurements and in the variables defining
2.4. Data processing the neuromuscular response patterns. The correlation provided
by the Pearson correlation coefficient was considered acceptable
EMG data were rectified and smoothed by calculating their root at values above 0.5 or below 0.5.
mean square, with a time window of 0.02 s. They were then nor- The maximum ranges of lumbar and pelvic flexion reached dur-
malized as a percentage of that muscle’s peak activity during a sub- ing trunk flexion were used as a measure of flexibility. Quartiles of
maximal voluntary contraction, which has been found to be more these values were calculated, and subjects in the first quartile (less
reliable than maximum voluntary contractions for trunk muscle flexible) were compared to those in the last quartile (more flexi-
EMG normalization (Dankaerts et al., 2004). Prior to the trunk flex- ble). In the case of the lumbar spine, eight subjects were found
ion–extension movements, all the subjects performed a Biering- to be more flexible and seven less flexible, while in the case of
Sørensen maneuver (an isometric trunk extension with the upper the pelvis seven subjects were found in each group.
body suspended in the air in front of the edge of a Roman chair) The low number of subjects in each group made it difficult the
to normalize the ES and BF signals (Biering-Sørensen, 1984). The make the assumption that the data variables were normally dis-
submaximal contraction for normalizing the RA signal was tributed. Accordingly, the nonparametric Mann–Whitney U test
performed as follows: from a supine position on an examination was used to show any significant differences in the variables
couch, the subjects elevated the top of the trunk until the scapulae between more and less flexible subjects. An a level below .05
lifted from the surface and simultaneously performed a double leg was considered significant for all the reported analyses, and all
raise, with the heels separated and held 1 cm off the couch calculations were performed using PASW Statistics for Windows,
(O’Sullivan et al., 1997). This maneuver was designed to maximize Version 18.0 (SPSS Inc., Chicago, IL).
activation, both at the upper and lower portions of the rectus
abdominis. 3. Results
In order to make comparisons on the same scale as the EMG
data, and to allow motion measurements to be compared between No participant was in the last quartile of both lumbar and pelvic
subjects, degrees of spine and pelvis flexion were normalized as flexibility, this is to say, no participant had both high pelvic and
percentages of the maximum spine and pelvic flexion during each lumbar flexibility. The opposite was also true, and no participant
flexion–extension cycle. The lumbar and pelvis flexion and EMG was in the first quartile of both lumbar and pelvic flexibility.
percentages were plotted, which resulted in relative motion and The maximum range of lumbar flexion was significantly higher
EMG activity curves representing the process of the movements in subjects with greater lumbar flexibility. Similarly, the maximum
(Fig. 1). range of hip flexion was significantly higher in subjects with
In order to compare between curves, several summary greater pelvic flexibility. However, subjects with greater lumbar
measurements were calculated for each of the three central flexibility had a lower maximum range of hip flexion and vice
flexion–extension cycles (Matthews et al., 1990), and these were versa: subjects with greater hip flexibility had a lower maximum
subsequently averaged. ES and BF relaxation levels were quantified range of lumbar flexion.
by calculating a relaxation ratio (Paquet et al., 1994) by dividing When compared to less flexible subjects, subjects with greater
the average EMG activity at the end of lumbar (ES) or pelvic (BF) pelvic flexibility showed less EMG activity in the right BF both dur-
flexion (85–100% of the flexion time, when flexion–relaxation is ing peak pelvic flexion and during the hamstring FRP. Furthermore,
already evident) by the activity in the central stages of flexion subjects with greater pelvic flexibility showed a lower BF
D. Sánchez-Zuriaga et al. / Journal of Electromyography and Kinesiology 28 (2016) 152–157 155
Lumbar motion
Hip motion
ES EMG
BF EMG
% submaximal EMG
% maximum ROM a d
b c
0 1 2 3 4 5 6 7 8 9 10
time (seconds)
Fig. 1. Representative curves of lumbar spine and hip/pelvic motion, with simultaneous BF and ES activity patterns during trunk flexion–extension. (a, d) start and end of FRP
(ES). (b, c) start and end of FRP (BF).
Table 2
Main results.
Variables (units) Average (SD) Greater vs. lower Greater vs. lower Correlation Correlation pelvic
lumbar flexibility pelvic flexibility lumbar ROM ROM
Lumbar ROMmax (degrees) 58.56 (6.71) More flexible: 66.87 (2.94) More flexible: 53.37 (6.00) p < 0.01
Less flexible: 50.56 (4.15) Less flexible: 64.15 (4.30) r = 0.556
p < 0.01 p < 0.01
Pelvic ROMmax (degrees) 63.26 (14.39) More flexible: 53.80 (8.45) More flexible: 82.09 (7.02) p < 0.01
Less flexible: 72.51 (11.66) Less flexible: 45.53 (8.22) r = 0.556
p < 0.05 p < 0.01
Average ES ROMmax (% subMVC) 2.12 (0.97) NS NS NS NS
Average ES FRP (% subMVC) 1.87 (0.74) NS NS NS NS
Lumbar onset ES FRP (%ROMmax) 83.75 (6.12) NS NS NS NS
Lumbar offset ES FRP (%ROMmax) 97.76 (1.67) NS NS NS NS
Hip onset ES FRP (%ROMmax) 37.05 (21.11) NS NS NS NS
Hip offset ES FRP (%ROMmax) 56.83 (21.80) NS NS NS NS
Relaxation ratio ES 0.25 (0.19) NS NS NS NS
Average BF ROMmax (% subMVC) 5.43 (3.39) NS More flexible: 1.95 (1.77) NS p < 0.01
Less flexible: 8.12 (1.97) r = 0.767
p < 0.01
Average BF FRP (% subMVC) 3.29 (2.44) NS More flexible: 1.77 (1.90) NS p < 0.01
Less flexible: 5.18 (2.28) r = 0.508
p < 0.01
Lumbar onset BF FRP (%ROMmax) 94.41 (4.49) NS NS NS NS
Lumbar offset BF FRP (%ROMmax) 99.13 (0.90) NS NS NS NS
Hip onset BF FRP (%ROMmax) 75.52 (14.66) NS NS NS NS
Hip offset BF FRP (%ROMmax) 97.52 (2.28) NS NS NS NS
Relaxation ratio BF 0.43 (0.17) NS More flexible: 0.28 (0.11) NS p < 0.01
Less flexible: 0.64 (0.11) r = 0.606
p < 0.01
Average RA ROMmax (% subMVC) 26.11 (11.99) NS NS NS NS
Lumbar onset RA (%ROMmax) 94.18 (5.54) NS NS NS NS
Lumbar offset RA (%ROMmax) 94.59 (5.20) NS NS NS NS
Hip onset RA (%ROMmax) 77.39 (20.34) NS NS NS NS
Hip offset RA (%ROMmax) 54.62 (24.40) NS NS NS NS
Abbreviations: SD, standard deviation; NS, not significant; ROMmax, maximum range of movement; onset/offset: start/end (either of FRP or RA activation peak); % subMVC,
percentage of EMG activity during the submaximal normalization maneuver.
relaxation ratio, i.e. they had a higher level of BF relaxation during the range of pelvis flexion and the percentages of BF activity during
full pelvic flexion. None of the other BF variables, or ES or RA the FRP and maximum pelvis flexion. A strong and statistically sig-
variables showed statistically significant differences between more nificant inverse correlation between the pelvic flexion range and
and less flexible subjects. the BF relaxation ratio was also observed. In other words, greater
There was a strong and statistically significant inverse correla- pelvic flexibility was associated with greater hamstring relaxation
tion between the ranges of lumbar and pelvis flexion, and between during maximum pelvis flexion (Table 2).
156 D. Sánchez-Zuriaga et al. / Journal of Electromyography and Kinesiology 28 (2016) 152–157
rhythm during trunk flexion–extension. The flexibility of the lum- O’Sullivan, P., Twomey, L., Allison, G., Sinclair, J., Miller, K., 1997. Altered patterns of
abdominal muscle activation in patients with chronic low back pain. Aust. J.
bar spine or the pelvis does not seem to influence the patterns of
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cally, subjects that are more flexible show a greater degree of BF Paquet, N., Malouin, F., Richards, C.L., 1994. Hip-spine movement interaction and
muscle activation patterns during sagittal trunk movements in low back pain
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Pearcy, M.J., Hindle, R.J., 1989. New method for the non-invasive three-dimensional
Conflict of interest disclosure measurement of human back movement. Clin. Biomech. 4, 73–79.
Rezvani, A., Erguin, O., Karacan, I., Oncu, M., 2012. Validity and reliability of the
metric measurements in the assessment of lumbar spine motion in patients
None. with ankylosing spondylitis. Spine 37, 1189–1196.
Rickham, P.P., 1964. Human experimentation. Code of ethics of the world medical
association. Declaration of Helsinki. BMJ 2, 177.
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