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On The Role of Gravity in Human Spatial Or&ntation: VL.,R, On L
On The Role of Gravity in Human Spatial Or&ntation: VL.,R, On L
Spatial Or&ntation
HERMANN SCHONE
HE MOST IMPORTANT sensory systems giving a shear component acting parallel to it. The shear is
T us information on our position in space are the
visual, the tactile, and the static receptor organs. As
given by the product m.f. sin ~, that is, the mass of
the statolith (m) times the strength of the mechanical
static receptors we designate those responding to field (f) times the sine of the angle of inclination
gravity and to comparable mechanical field forces. In (oc), the angle by which the animal or the organ
vertebrates this means particularly the statolith organs in question is tilted out of zero position, Since the mass
of the labyrinth. The participation of these organs in of the statolith remains constant, the shear changes
the spatial orientation of normal human beings has proportional to f. sin oc. As v. Hoist showed in his
been well established. 4, e~, e2,86 We need only recall fish experiments, 1T the sense organ is stimulated exclu-
that under circumstances where tactile and visual cues sively by the shear component.
are largely absent, persons with labyrinth damage are All other linear acceleration forces naturally act in
often disoriented: they are unable to keep the body the same way as gravity. This explains the fact that
balanced when standing on one leg with eyes closed. persons exposed to centrifugal forces in addition to
And diving is very dangerous for such persons because gravitational ones-on a rotating surface or during turn-
they cannot find the surface without optical cues, in ing maneuvers of an airplane-experience a tilting of
contrast to intact individuals.21 their surroundings, although their actual orientation
The solution of the old problem as to how the relative to gravity remains unchanged. 5, 16, 18,20, 2~,~2,
statolith organs of the vertebrates operate, seems to 26, 2s, 31, ~, as Graybiel designates these perceptual
be the shear principle. 2,3,4, 17, e7 Humans, too, fol-
phenomena ~5-the apparent displacement of objects in
low the same pattern, as far as our results show.
As indicated in Figure 1, the weight of the statolith space-as the oculogravic illusion. These effects had
hitherto been explained solely on the basis of the
a)
PERPEND.
I-sauBJ. vzR rlc~
dis I~.'[.,..~Os $ OBJ.INCLINATION
Vl.,r,oN l
/ SHEAR
yz /
b)
Fig. 1. Schematic diagram of statocyst showing the gravita-
tional force (f), acting on the statolith, resolved into two com-
ponents, pressure or pull (perpendicular to the epithelium) and
shear (f~ ~ , paralell to the epithelium).
changing direction of the force field. But the shear luminous line, which he adjusts to correspond with
theory postulates that the strength of the field must his subjective vertical by means of a knob. The whole
also have an effect. For the same reason the gravity apparatus is contained within the capsule of a cen-
receptors must also respond, when an astronaut in his trifuge (Fig. 3b). In operation the capsule swings
space capsule is exposed to the acceleration of blast- into line with the resultant of the two forces acting
off, or when this acceleration stops at cutoff. Sensa- on it. For the experimental subject, therefore, the di-
tions which can be explained by such stimulus effects rection of the force field remains constant relative to
are in fact known from manned orbital flights. his surroundings, and only its strength (the number
One method of studying spatial orientation and its of g) changes.
dependence on the function of gravity receptors lies Figure 4 shows the results of experiments, performed
in the investigation of the so-called subjective or
perceived vertical and other subjective space coordi-
nates ( definitions of parameters, see Fig. 2). lao ~rJ
Subjective Vertical During Lateral Tilting Under the
Influence of lg and 2g:-In a given laterally tilted posi- = ~ 75d /lJ 1
tion, say 30 ~, in some cases the subjective vertical
will often be set somewhat closer to the subject's
head axis than the true vertical; this deviation is called / r//
Aubert phenomenon (see Fig. 2a). In other cases, at
the same inclination of 30 ~, the subjective vertical
can be set on the other side of the true perpendicular. ~ 9o" / T/~/I ~
This type of deviation is called Miiller phenomenon. 23
The term Aubert phenomenon means that the per-
ceived inclination (angle/3~) is smaller than the actual
inclination (angle cc~), the term Miiller-phenomenon
is the reverse. Since their discovery by Aubert in the
last century, these phenomena have been studied,
both from their psychological aspect and from that
of sensory physiology?,lo, 2~,3s. 39 We have concen-
trated our attention on the sensory and the central /1 L L I L L T , , I , , I , , [ , , I
nervous mechanisms. /l' O*30 ~ 60~ 90* 720~ 150~ 180 ~
Method:-The experimental subject lies strapped to O~sANGLE BETHL. VERT.AXIS AND PERPENDICULAR I ~./
a board (Fig. 3a). His head is tilted sharply back so OBJECTIVE INCLINATION ~lf;.)
that the vertical axis of the head is approximately ver-
tical. The subject can be rotated about the horizontal Fig. 4. The perceived inclination (#s) as a function of the ob-
axis, thus bringing the head into various laterally tilted jective inclination (o%) under the influence of 1 g and 2 g (one
(rolled) positions. In front of him the subject sees a subject). The brackets indicate the threefold standard error
(3 s~).
a) under the influence of lg and of 2g. The perceived
inclination is shown as a function of the actual inclina-
tion. Perfect compensation, that is perfect agreement
between actual and perceived inclination, would
give a diagonal line. The curve of lg lies below the
diagonal. Thus the perceived inclination is less than
the actual one (Aubert-phenomenon). The curve fiat-
tens out above, and then bends upward again at
inclinations beyond about 120-150 ~. Later on we will
take a closer look at this part of the curve, representing
inclinations in which the head hangs downward. The
curve for 2g gives the results of the experiments in
which the experimental subject is exposed to twice the
normal gravitational force. The initial portion of the
curve, up to about 90 ~ inclination, shows the Miiller-
phenomenon. The curve rises much more steeply
than the curve for lg. At about 30 ~ of tilt, for example,
a perceived inclination of over 40 ~ was recorded,
while at lg the value was only about half as large.
G R
These experiments show that the perceived inclina-
Fig. 3. a) Experimental setup for measurement of the subjec- tion increases with the strength of the force field. This
tive vertical in the capsule of the centrifuge, b) Schematic draw-
ing os the centrifuge in motion; G gravity, Z centrifugal force, increase involves a change from Aubert deviation to
R resultant force. Miiller deviation9 Thus the deviation phenomena can
Aerospace Medicine * August 1964 765
ON THE ROLE OF GRAVITY IN HUMAN SPATIAL ORIENTATION-SCHONE
be modified by changes in field strength. As will the body was unconstrained in a horizontal position
appear later, these measurements also permit con- under water, anchored only at the head and feet. The
clusions about the functioning of the statolith apparatus. head was tilted back, the teeth clamped into a bite
Subiective Vertical During Lateral Tilting Under board, and the feet hung in the straps of a foot board.
W a t e r : - I n the experiments just described, the possi- Air was supplied through a tube in the bite board.
ble effects of visual orientation were excluded, since In a similar way as in the foregoing experiments, all
the subject saw only the freely adjustable luminous inclinations from 0-180 ~ were investigated.
bar. Not excluded, however, was the possibility of an R e s u l t : - T h e course of the curve (Fig. 5a) is similar
influence of tactile orientation. For instance the force to that shown in Figure 4 for 1 g. The precision with
and the direction of the body weight acting on the which the person pereeives the vertical is also an
board, might provide accessory information about t h e interesting feature of these experiments. Beyond the
position in space. To reduce such effects, we tested 90 ~ position the experimental subjects became increas-
some subjects under water. ingly uncertain in perceiving their position. The sub-
M e t h o d : - T h e position of the experimental subjects jective vertical was not as well defined as in the
was similar to that in the preceding experiments, but normal head upright position. This phenomenon
showed up in the scatter of the measurements: We
calculated the mean deviation for each position (Fig.
~o ~ a) 5b). The range of deviation is very small for the normal
upright position, it increases gradually up to 120 ~ tilt,
and from there on very sharply. In the positions of
~ 150~
0
the head-down region the range of possible positions
of the subjective vertical extends about to 30 ~.
W h e n the head points exactly downwards, that is at
180 ~ of tilt, the perception of the vertical may show
j,/'
instability phenomena. The experimental subject may
~ ~ 90 ~ / . imagine the upward direction of the vertical pointing
from the chin to the crown of the head, and thus
opposite to its actual direction. This perception can
~-~ so ~ snap over into its opposite, the subjective upward
direction points from crown to chin, and thus coin-
QI cides with the actual upward direction.
~ 30 ~
Disc~tssion:-From the coincidence of curve 1 in
Figure 4 with the curve of Figure 5a it ean be con-
q o~ cluded that in the investigated situation the establish-
I , , I , , I , I , , I , , I , I ment of the subjective vertical and thus the perception
O* 30 ~ 60 ~ 90 ~ 120 ~ 150 ~ 180"
of position is almost exclusively determined by the
< activity of the statolith organs and is influenced only
3w to a very small degree by other sensory clues.
i~ Our results show a very poor determination of the
Io subjective vertical in the head-down position (Fig. 5b).
This confirms the findings of Brown, e who describes a
particularly poor orientation in these positions. Brown
investigated persons under water, who had to indi-
l.u
Lu
J
oo
I J , ,1 I , , I I , I I
0 ~ 30* ; 60 ~ 90 ~ 120 ~ 150 ~ 180 ~
0~,r BETW. VERTICAL AXIS AND PERPENDICULAR
OBJECTIVE INCLINATION
Fig. 5. The subjective inclination (~3~) as a function of the
objective inclination ( ccs) under water measurement (three sub- Fig. 6. Experimental setup for measurement of the subjective
jects: B, M, S). a) The subjective inclination (/~s); the brackets height of horizon and related parameters in the capsule of the
indicate the threefold standard error, b) The mean deviation centrifuge. A turning axis of the chair; C chair; Dr turning knob
( = Y, (M-x)) of /~s; M mean, x single deviation from mean, for moving the lamp up and down; Kb handle for turning the
n chair; L lamp producing the beam of light and the spot of light;
n number of tests. Lz lightbeam; Pr screen on which the spot of light is projected.
766 Aerospace Medicine ~ August 1964
ON THE ROLE OF GRAVITY IN HUMAN SPATIAL ORIENTATION--SCHONE
cate the u p w a r d direction b y pointing with the arm. level. The subjective or perceived tilt is then given by
Informative in this context are also the reports of the angle between the direction of this subjective
tests performed under conditions of weightlessness, at- horizon and the sagittal axis (definitions, see Fig.
tained for short periods in parabolic flights./~, ~ The sub- 2b). In normal head posture the sagittal axis runs
jects describe feelings of floating or swimming on their roughly horizontally. It has a fixed relation to the
backs or with the head down. As these results indi- bite board plane. T h e bite board is a flat board con-
cate, the positions perceived under weightlessness are nected with the chair; it is held between the sub-
similar to those perceived under normal gravitation ject's teeth and thus fixes the head relative to the chair.
in the head down posture. One can thus suppose that In a given position the subject was exposed to various
in this position the stimulating effect of gravity on the numbers of g in the centrifuge; for each the height
statolith organs is very much less than in the normal of the subjective horizon was determined.
head up position. Results:-Figure 7 illustrates an experiment: The
H e i g h t of the Subieetive Horizon as a Function of setting of the subjective horizon was measured in se-
the Field S t r e n g t h : - I n these experiments the percep- quence at 1 g, at 1.3 g, at 1.6 g and at 1.9 g. The left
tion of position was investigated when the subject was hand column shows the objective state of affairs. The
tilted forward or backward (Fig. 2b). subject sets the luminous spot lower each time. The
Method:--The experimental subject sits in a chair, right column shows the subjective state: .the person
mounted so as to rotate about an axis running through has the sensation of being pitched backward more
the labyrinths of the subject (Fig. 6A). A lamp pro- with every step of increasing g.
jects a small luminous spot in front of the subject, who The result of this experiment is shown in diagram-
can move it up and down. In the first series of experi- matic form in Figure 8 in the next-to-lowest curve
ments the subject is put in different positions. In each (ccv----5 ~ ). The percei~eed inclination increases linear-
position he must set the spot on the horizon, that is ly proportional to the g number, it results in a
he must move it up or down until he sees it at eye straight line. The other straight lines show the results
of similar experiments performed in other b o d y posi-
tions. The more the head is tilted forward, the flatter
FIELD- OB JEC TI VE 5 UBJECTIVE
the course of the straight line, the less is the subjective
STRENGTH I N C L I NA 7"ION horizon influenced b y the field strength. In a posi-
tion with the sagittal axis about 30 ~ below the actual
horizon, the line would be horizontal (Fig. 8, cc~ be-
tO
._ . I
..j
1.3g ~ - -
to 20*
Oz
it. I0~
1.6g ~ ~ k 0 o
~ ~-lO ~
~ ~ _20~
1.9g m ~ m
ua
\
Fig. 7. The subjective inclination under the influence of in-
creasing strength of field in a fixed objective position. ~1..- sub- I A : L J I A, ~k~x~. I , !
jective height of horizon; - - objective height of horizon; - sagit- 0 1.0 L5 2.0
tal axis of head; ~ shear in utricle. Left column of sketches shows
the shifting of the subjective height of horizon with increasing g, FIELD STRENGTH IN g
the objective position remaining constant; the sketches of the
right column show the same angular relations as in the left col- Fig. 8. The subjective inclination (~v) as a function of the
tram, but drawn with the subjective horizon horizontally to field strength in various positions (~v)" The number at the right
demonstrate how the subject perceives his inclination when being hand border indicates the number of tests underlying the cor-
tilted backwards. responding curve ( one subject).
Aerospace Medicine * August 1964 767
ON THE ROLE OF GRAVITY IN HUMAN SPATIAL ORIENTATION--SCHONE
tween 25 and 30 ~ ). Thus in this head position the tion of 34 ~ Up to an actual inclination of about
perception of position would be unaffected by chang- 55 ~ however, the perceived inclination (/3~) follows
es in field strength. the actual one fairly well, for example: for ot~= 30 ~
D i s c u s s i o n : - I n the head position just mentioned in ( s h e a r = 0 . 5 g) we calculate / 3 , - - 3 2 ~ and for a , =
which a change in field strength has no influence 55 ~ (shear = 082 g), we calculate/3, = 52.5 ~
(Fig. 8, ~ between 25 and 30 ~ the sensory epitheli- The difference between the perceived and the real
um of the utricle lies roughly horizontal, as we know inclination which begins at about 55 ~ inclination is
from morphological studies. 7 This fact encourages the the analogue to the Aubert phenomenon deseribed
attempt to correlate our results with the function of above for the perception of lateral tilt: the perceived
the utricle; since the shear component is zero in the inclination is smaller than the real inclination, and
horizontal position of the sensory epithelium, a the difference increases with increasing inclination.
change in field strength will have no effect. To investi- In both cases-in the lateral tilting and in the fore-
gate this correlation for all data given in Figure 8, and-aft tilting-these phenomena are based on the
the shear values were calculated according to the fact that the subjective inclination corresponds to
the shear and thus does not increase with the angle
aforementioned formula f- sin o~. Then all these data
but with the sine of the angle of the real inclination.
were plotted as a function of the shear values (Fig.
The difference between the angle and the sine of
9). Their distribution fits a straight line well. That the angle leads to the deviation phenomena with
increasing inclination.
The results expressed in Figure 8 allow us to make
certain predictions about the consequences of the posi-
tion of a pilot in his space capsule. The accelerations
associated with the blastoff and cutoff of the engines
during the starting and landing maneuvers will
/" I cause a very strong effect when the h e a d is tilted
~-}~ o~ / I backward, as is the case when the pilot lies on his
back. Our results lead to the conclusion that this
I may result in disturbances in the spatial orientation:
~ -20
it changes the perceived position.
9 135 . . . . The NASA reports of the manned orbital flights
t6 .... i
17 contain some remarks 25 which can be interpreted in
= 19 .... I
~'~ ~ -~o' 2.1." 1 this direction. The pilots describe a feeling of failing
J l I I I 1 I I L I
--0 8 --0.6 -0.4 --0.2 0 0.2
forward when the propulsive acceleration stops. Ex-
f. sin ~VU SHEARIN UTRICLE IN g planation: the backwards pull of the statolith sud-
BACKWARDIFORWARD denly ceases, the statolith is shifted forward in a
Fig. 9. The subjective inclination (#v) plotted as a function similar manner as in a subject who is raised from a
of the shear in the utricle, calculated according to f x sin vii backward to an upright position under normal grav-
from the data given by Fig. 8. The straight line is given by ity. If the position of the pilot were such that the
~v = K f 9 sine 0%, + fl'v; here K = 64 degrees/g and #'x = 24~ head were inclined a little forward from the normal
Ig
subject perceives an upward shift of the real horizon.
" ~ ~ . ~ - - 43 ~ 0,68 g This means: for the experimental subject the space
appears to move. This state of affairs can be shown
very nicely in our centrifuge (Fig. 13). W h e n a per-
1.3g 0,68g
"~.
2.1 g ~ ' ~ ~ .
19 o 0~68g
( Fig. 13). T h a t m e a n s : U n d e r the i n f l u e n c e of i n c r e a s e d Vestibular Organs. Rep. Inst. Laryng. Otol., 2:1-10, 1952.
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22. MACH, E.: Grundlinien der Lebre von den Bewegungsemp-
findungen. Leipzig: Engelmann 1879.
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