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Positive force feedback in human walking
Article in The Journal of Physiology · June 2007
DOI: 10.1113/jphysiol.2007.130088 · Source: PubMed
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J Physiol 581.1 (2007) pp 99–105
RAPID REPORT
Positive force feedback in human walking
Michael J. Grey1,2,3 , Jens Bo Nielsen2,3 , Nazarena Mazzaro1 and Thomas Sinkjær1
1
2
Center for Sensory-Motor Interaction, Aalborg University, Aalborg, Denmark
Institute of Exercise and Sport Sciences and 3 Department of Medical Physiology, University of Copenhagen, Copenhagen, Denmark
The objective of this study was to determine if load receptors contribute to the afferent-mediated
enhancement of ankle extensor muscle activity during the late stance phase of the step cycle.
Plantar flexion perturbations were presented in late stance while able-bodied human subjects
walked on a treadmill that was declined by 4%, inclined by 4% or held level. The plantar flexion
perturbation produced a transient, but marked, presumably spinally mediated decrease in soleus
EMG that varied directly with the treadmill inclination. Similarly, the magnitude of the control
step soleus EMG and Achilles’ tendon force also varied directly with the treadmill inclination.
In contrast, the ankle angular displacement and velocity were inversely related to the treadmill
inclination. These results suggest that Golgi tendon organ feedback, via the group Ib pathway, is
reduced when the muscle–tendon complex is unloaded by a rapid plantar flexion perturbation
in late stance phase. The changes in the unload response with treadmill inclination suggest that
the late stance phase soleus activity may be enhanced by force feedback.
(Resubmitted 2 February 2007; accepted after revision 1 March 2007; first published online 1 March 2007)
Corresponding author M. J. Grey: Institute of Exercise and Sport Sciences & Department of Medical Physiology,
University of Copenhagen, Blegdamsvej 3, 2200, Copenhagen, Denmark. Email:
[email protected]
Sensory feedback from peripheral afferents contributes to
the control of walking by: modulating the basic motor
programmes and/or the output from these programmes;
controlling phase transitions; and reinforcing the
locomotor muscle activity (e.g. Nielsen & Sinkjær,
2002a,b; Pearson, 2003; Donelan & Pearson, 2004).
Feedback-mediated reinforcement of plantar flexor muscle
activity contributes, together with supraspinal drive and
possibly spinal drive (i.e. central pattern generator), to
propel the body forward.
The role of force sense in the feedback-mediated
reinforcement of the extensor muscles is still a matter
of debate. Evidence from reduced cat preparations has
shown that Golgi tendon organ feedback via the group
Ib pathway is reversed from an inhibitory input to an
excitatory input on the ankle extensor motoneurones
during walking (Duysens & Pearson, 1980; Conway et al.
1987; Pearson & Collins, 1993; Gossard et al. 1994; McCrea
et al. 1995). A similar mechanism has been proposed to
exist in humans as a result of reduced gravity during
standing (Dietz et al. 1992), body-load support treadmill
training in spinal cord-injured patients (Harkema et al.
1997), and electrical stimulation during walking to evoke
Ib inhibition (e.g. Stephens & Yang, 1996; Faist et al. 2006).
We have argued that the feedback component of the
locomotor drive is best investigated by removing the feedback signal rather than enhancing the feedback signal
C 2007 The Physiological Society
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(Sinkjær et al. 2000; Nielsen & Sinkjær, 2002a,b; Grey
et al. 2004). This was first demonstrated by Sinkjær et al.
2000), who used a robotic actuator to rapidly plantar flex
the ankle during the early mid stance phase of the step
cycle. They observed a decrease in soleus EMG which they
termed the ‘unload response’ because the decreased EMG
was attributed to the presumed decrease in proprioceptive
(i.e. spindle and Golgi tendon organ) feedback when
the muscle–tendon complex was unloaded. The unload
response is effectively the same as the ‘unload reflex’ that
was extensively studied in muscles of the hand and arm
for a variety of voluntary movement tasks (Merton, 1951;
Angel & Iannone, 1966; Angel et al. 1973,1987; Burke et al.
1978; Angel & Weinrich, 1986).
Angel et al. (1973) reported that the reduction in triceps
brachii activity after its sudden release during a voluntary
contraction was not affected by an anaesthetic block of
the biceps brachii. Sinkjær et al. (2000) observed the same
result in soleus when the ankle was plantar flexed while
the tibialis anterior was anaesthetized with a common
peroneal nerve block. These observations demonstrate
that the unload response is not explained by reciprocal
inhibition, and must be due to removal of afferent feedback from the plantar flexors.
Sinkjær et al. (2000) also showed that the unload
response is unchanged when peripheral ischaemia is
used to block transmission in the large-diameter group I
DOI: 10.1113/jphysiol.2007.130088
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M. J. Grey and others
afferents. Grey et al. (2004) extended these results with
an anaesthetic block that suppressed feedback from the
foot and ankle to rule out the possibility that cutaneous
afferents or proprioceptive afferents from intrinsic muscles
of the foot contribute to the unload response. They also
showed that the onset latency of the unload response
(54 ± 11 ms) was between the onset latencies of the
group Ia-mediated short latency stretch reflex response
(37 ± 5 ms) and the group II-mediated medium latency
stretch reflex response (74 ± 6 ms), thus demonstrating
that the unload response could not be attributed to the
largest of the group Ia afferents.
The objective of the present study was to determine
if load receptors contribute to the afferent-mediated
enhancement of ankle extensor muscle activity during
the late stance phase of the step cycle. Late stance phase
is chosen for this study because it is this part of the
step cycle when force feedback from Golgi tendon organ
output should be greatest. In the present study, force feedback in able-bodied human subjects was modulated by
changing the inclination of a treadmill. With small changes
in treadmill inclination, the Achilles’ tendon tension may
be modulated with only small changes in ankle kinematics.
In this way, Ib feedback may be modulated differently
to spindle feedback. Plantar flexion perturbations of the
ankle joint were presented in late stance phase while the
subjects walked on an inclined, level, or declined treadmill.
If load receptors contribute to the afferent-mediated
component of the locomotor EMG, it may be hypothesized
that the magnitude of the unload response should be
modulated with the inclination of the treadmill.
Methods
Twenty-one healthy subjects (13 male, 8 female) with no
history of neuromuscular disorders participated in this
study. Subjects provided informed written consent prior
to their participation. All experimental procedures were
approved by the local ethics review board (Nordjyllands
Amt, project VN 99/100) and the experiments were
conducted in accordance with the Declaration of Helsinki.
J Physiol 581.1
encoder incorporated within the functional joint and ankle
angular velocity was determined on-line by numerical
differentiation of the angular position record.
Electromyographic activity was recorded by surface
EMG electrodes placed over the soleus (SOL), medial
gastrocnemius (MG) and tibialis anterior (TA) muscles
of the left leg according to guidelines suggested by the
SENIAM project (Hermens et al. 2000). The EMG signals
were amplified and bandpass filtered from 10 to 500 Hz. In
10 subjects, the Achilles’ tendon force (ATF) was estimated
by clamping a custom-made E-buckle transducer to the
tendon. The design of this device was based on the in vivo
buckle transducer (Salmons, 1969; Komi et al. 1987) and
an external tendon clamp transducer (Berger et al. 1982).
The kinematic, kinetic and electromyographic signals were
sampled at 2.5 kHz and stored for off-line analysis. Data
acquisition was triggered with a force-sensitive resistor
placed in the insole of the left shoe.
Experimental protocol
Prior to data collection, each subject walked on a
level treadmill at a comfortable self-selected speed
(typically 3.5–4 km h−1 ) for an adaptation period of
approximately 5 min. Following this adaptation period,
the robotic actuator was programmed to deliver rapid
plantar flexion ramp-and-hold perturbations (4–5 deg,
300 deg s−1 , 200 ms hold time) in the later half of the
stance phase. The delivery of the perturbations was
timed so that the desired electromyographic responses
occurred at about the time that the soleus muscle
activity was greatest, 60–80% into the stance phase.
Data were recorded for 1200 ms starting 600 ms before
the perturbation. Perturbations and control steps were
presented pseudo-randomly (every four to seven steps)
until 25–30 trials were recorded for each condition. The
treadmill was then inclined or declined by 4% and the
procedure was repeated. The 4% change in treadmill
inclination was chosen because it produces a small change
in the late stance phase SOL and MG muscle activity
with only very minor changes in the ankle kinematics (see
Results).
Apparatus and instrumentation
The subjects walked on a treadmill for the duration of
the experiment. The left leg was attached to a semiportable robotic actuator capable of rotating the ankle
joint in dorsiflexion and plantar flexion. Full details of
the device are presented elsewhere (Andersen & Sinkjær,
1995). Briefly, the device consists of a functional joint
aligned with the ankle of the subject and attached to the
foot and leg with a polypropylene plaster cast. The actuator
is connected to an AC servomotor that applies torque
to the functional joint through flexible Bowden cables.
Ankle angular position was measured with an optical
Data analysis
Signal processing and analysis were carried out off-line.
The EMG records were rectified and filtered with a 40 Hz
first-order low-pass filter to extract an amplitude envelope.
Individual records for a particular trial were then ensemble
averaged to produce a single record for each subject and
ramp inclination. The rapid plantar flexion perturbations
produced a transient drop, or unload response, in the
SOL EMG. An unload response was also measured in
the MG EMG; however, the response was not present in
most subjects and, when present, it was typically of very
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J Physiol 581.1
Positive force feedback in human walking
short duration compared with that of the SOL response.
Consequently, unload responses in the MG muscle were
not analysed in the present study.
Onset latencies of the soleus unload responses were
determined by visual inspection, defined as the first
major deflection from the ensemble-averaged record of the
control step EMG within a 30–80 ms window immediately
following the onset of the ankle perturbation. Each unload
response was quantified by calculating the area between
the ensemble-averaged EMG of the control and perturbed
steps. Typically, the duration of the unload response
was just greater than 100 ms; therefore, the area of the
response was quantified in a 100-ms window. The start
of the analysis window was placed to coincide with
the onset of the response. The transient depression in
the Achilles’ tendon force was quantified in a similar
manner. The ATF recordings were first normalized with
the level-walking peak force at the end of the stance
phase and then quantified in a 100-ms window placed
at the onset of the ATF decline. One-way repeated
measures anovas were used to test for the effect of
treadmill inclination on the unload response, control
step SOL EMG, ankle kinematics, and Achilles’ tendon
force. Geisser–Greenhouse adjustments were made when
the covariance matrix sphericity assumption was violated
(denoted by GG following the F test). All statistical tests
were conducted with a significance level of 0.05 and all
results are shown as mean ± s.d.
Results
A typical set of ensemble-averaged data for one subject
is shown in Fig. 1 with the control step (thick line) superimposed over the perturbed step (thin line). In this case the
subject walked at 3.6 km h−1 with perturbations applied
350 ms after heel contact. The perturbation onset is defined
as time zero and indicated with a vertical dashed line
through each record. In all cases the ankle was perturbed
for 5 deg at 300 deg s−1 , held for 200 ms and then released,
returning to its natural position within the swing phase
of the same step cycle. The perturbation was followed by
a small increase in knee extension with an approximate
delay of 25 ms. Shortly after the perturbation, the Achilles’
tendon force markedly decreased and then rose to a level
in the late stance phase that was decreased compared with
the control step (see Fig. 1C inset).
The electromyographic responses to the plantar flexion
perturbation were similar to that described in our earlier
studies (Sinkjær et al. 2000; Grey et al. 2004). The
soleus EMG in the perturbed step was matched to the
control step until approximately 50–60 ms after the onset
of the perturbation (60 ms in Fig. 1E). At this point, a
marked decrease in the soleus EMG activity can be seen
that lasts for approximately 100 ms. This depression is
followed by a rapid rise in EMG that can most likely
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101
be attributed to a supraspinal, and possibly transcortical,
corrective response following the unexpected perturbation
(Christensen et al. 2000). It is notable that the duration
of the unload response was variable between subjects,
ranging from about 50 to 200 ms. In two subjects, the
duration of the unload response was only 50–60 ms; and
in these cases, the unload response was quantified in a
50-ms window. In the example shown in Fig. 1D, the
tibialis anterior did not exhibit a stretch reflex response
following the perturbation. Small tibialis anterior stretch
reflex responses were observed in a few subjects, although
Sinkjær et al. (2000) have shown that such responses do
not affect the soleus unload response.
The initial ATF response was quite variable between subjects. In some cases, such as that illustrated in Fig. 1C (see
inset), the ATF increased very slightly before decreasing.
This effect was most likely due to lateral twisting of the
buckle or to motion artefact as a result of contact with the
functional joint’s heel cup. In all cases the ATF dropped
sharply as would be expected when the Achilles’ tendon is
unloaded. The ATF response was consistently delayed with
respect to the ankle perturbation by approximately 10 ms.
To test if this delay may have resulted from the mechanical
coupling of the ankle with the functional joint, the ATF
response was elicited in response to plantar flexion and
dorsiflexion perturbations. The 10 ms delay was present
in both cases, suggesting that the cause was mechanical
(see Discussion).
The effect of the treadmill inclination can also be
seen in Fig. 1. The 4% change in grade produced almost
no observable effect on the ankle kinematics. However,
across all subjects, there was a small, but statistically
significant, change in angular displacement and velocity
with treadmill inclination (Fig. 2A and B). Over a 100-ms
window placed at time zero (perturbation onset) the
ankle angular displacement for the control step was larger
when walking downhill (3.6 ± 1.7 deg) and smaller when
walking uphill (2.6 ± 1.5 deg) compared with level walking
(3.1 ± 1.6 deg; F 2,20 = 42.37, GG; P < 0.001). Over the
same window, the ankle angular velocity was faster
for declined walking (39 ± 18 deg s−1 ) and slower for
inclined walking (31 ± 19 deg s−1 ) compared with level
walking (35 ± 19 deg s−1 ; F 2,16 = 9.26, GG; P < 0.001).
The control step Achilles’ tendon force was normalized
to the peak magnitude recorded during level treadmill
walking and measured over a 100-ms window placed at
the onset of the ATF decrease (Figs 1C and 2D). Due to
technical difficulties with the ATF device, this measure
was only possible for 8 of the 10 subjects with whom
it was used. Across these subjects, the Achilles’ tendon
force decreased for downhill walking (0.09 ± 0.08) and
increased for uphill walking (0.12 ± 0.09) compared with
level walking (0.11 ± 0.08; F 2,7 = 16.42, GG; P < 0.001).
The magnitude of the ATF unload response was
0.009 ± 0.005, 0.021 ± 0.013 and 0.047 ± 0.041 for the
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M. J. Grey and others
decline, level and incline conditions, respectively (Fig. 2F),
and the one-way ANOVA indicated that this difference
was statistically significant (F 2,7 = 4.76; P = 0.026, GG).
Similarly, the late stance phase control step soleus EMG
is clearly smaller for declined walking and larger for
the inclined walking in Fig. 1E. Across all subjects, the
area of the control step soleus EMG over the 100-ms
J Physiol 581.1
analysis window was 4.8 ± 2.3 µV s, 5.1 ± 2.6 µV s and
5.9 ± 2.9 µV s for the decline, level and incline conditions,
respectively, and this difference was statistically significant
(F 2,20 = 42.37, GG; P < 0.001; Fig. 2C). The effect of
treadmill inclination on the magnitude of the soleus
unload response can also be seen in Figs 1E, and 2E
and F. Across all subjects, the magnitude of the soleus
Figure 1. Example of ensemble-averaged data records for a single subject walking on a treadmill that
was declined by 4% (n = 27), level (n = 30), or inclined by 4% (n = 30)
In each case the control step (thick line) is shown superimposed over the perturbed step (thin line). Data are shown
for 1.1 s starting approximately 50 ms before heel contact to highlight the stance phase. Time zero corresponds
to the onset of the perturbation and is indicated in each panel with a dashed line. The ankle angular position (A) is
offset such that zero corresponds to the angle at the onset of the perturbation. The knee angular position (B) has
not been offset, i.e. zero corresponds to an extended knee. The Achilles’ tendon tension (C) is shown normalized
to the peak tension recorded during level treadmill walking. The plantar flexion perturbation does not produce a
short-latency stretch reflex response in the tibialis anterior EMG (D). The perturbation produces a marked unload
response in the soleus EMG (E) at approximately 60 ms that is modulated with the treadmill inclination.
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Positive force feedback in human walking
unload response was 2.0 ± 1.3 µV s, 2.2 ± 1.5 µV s and
2.7 ± 1.6 µV s for the decline, level and incline conditions,
respectively, and this difference was statistically significant
(F 2,20 = 19.5; P < 0.001; Fig. 2E).
Discussion
The aim of the present study was to examine
the contribution of proprioceptive feedback to the
enhancement of the soleus muscle activity during the late
stance phase of the step cycle. A rapid plantar flexion
perturbation unloads the triceps surae muscle–tendon
complex and produces a transient spinal-mediated drop
in the soleus EMG as a result of the transient removal of
proprioceptive homonymous and/or heteronymous feedback. The observation that the modulation of this feedback
is directly with the Achilles’ tendon force and inversely
with the ankle kinematics suggests that force feedback
contributes to the late stance phase enhancement of the
locomotor muscle activity.
As pointed out by Duysens et al. (2000), load feedback may be obtained from Golgi tendon organs, muscle
spindles, and cutaneous receptors. Grey et al. (2004)
demonstrated that cutaneous afferents from the foot and
ankle do not contribute to the unload response described
in the present study. Whereas both ankle displacement
and velocity decreased when walking uphill, the Achilles’
tendon tension and soleus muscle activity increased.
Similarly, when walking downhill, the ankle displacement
and velocity increased while the Achilles’ tendon tension
and soleus muscle activity decreased. In contrast to the
ankle displacement and length, the Achilles’ tendon force
is modulated in parallel with the background soleus muscle
activity when the treadmill is inclined or declined. In
addition to the parallel reduction of the soleus EMG
with the Achilles’ tendon force following the imposed
rapid perturbation, these observations are consistent with
the idea that tendon organ feedback may contribute to
soleus muscle activity via positive force feedback in human
walking, as has been shown in the cat (Pearson & Collins,
1993; Gossard et al. 1994; McCrea et al. 1995). While the
small changes in ankle trajectory associated with ramp
inclination are not consistent with the idea that spindle
discharge due to the muscle lengthening during stance
phase would contribute to the observed changes in soleus
muscle activity, it should be noted that absolute changes
in muscle fibre length can be different from the measured
muscle–tendon length (Loram et al. 2004).
The delay observed between the onset of the
perturbation and the onset of the ATF response remains
unexplained. One possibility is that the stretch is taken up
by the muscle fibres before the tendon tension is reduced.
Another possibility is that the delay results from the
mechanical coupling between the functional joint and the
ankle joint. It is notable that a much shorter delay of 4 ms
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103
between the ankle perturbation and ATF response with
this device has been observed during sitting, with the foot
firmly connected to a robotic pedal (Grey MJ unpublished
observations). Irrespective of the mechanism responsible
for this delay, conclusions about changes in the Achilles’
tendon force within a few milliseconds of the perturbation
and, consequently, changes in proprioceptor firing rates,
cannot be presumed based on the output of this device.
Like all in vivo estimates of muscle–tendon tension (e.g.
Figure 2. The effect of treadmill inclination on the control step
ankle angular displacement (A), ankle angular velocity (B),
control step soleus EMG (C), normalized Achilles’ tendon force
(D), soleus unload response (E) and Achilles’ tendon unload
response (F)
Data are illustrated as mean ± S.D. across all 21 subjects (8 subjects for
ATF). Ankle displacement and velocity decrease with treadmill
inclination (P < 0.001 in both cases). In contrast, the control step
soleus EMG, normalized control step Achilles’ tendon force, soleus
unload response, and normalized Achilles’ tendon force unload
response increase with treadmill inclination (P < 0.001, P < 0.006,
P < 0.001 and P = 0.026, respectively).
104
M. J. Grey and others
buckle, optic fibre, ultrasound) the tendon clamp transducer has limited accuracy. In the present study, the peak
ATF was very well correlated with the treadmill inclination
and control step soleus EMG and the ATF transducer was
sufficiently accurate to provide a reliable estimate of the
magnitude of the unloading response.
In all cases, a decrease in the Achilles’ tendon force
was observed following the rapid plantar flexion, but the
magnitude of the decrease was sometimes small and it
was frequently variable. It is possible that some of the
decrease in tension observed with this transducer may
relate to muscle properties, although it is not possible
to discern this possibility with the present study. Further
investigation with in vivo measures of the muscle–tendon
mechanics during an unloading perturbation is required to
address this issue. The variability in the AFT decline is most
likely to reflect the mechanics of the coupling between the
transducer and the Achilles’ tendon rather than the real
tension of the muscle–tendon complex. Nevertheless,
the decrease in ATF following the perturbation was
well correlated with the soleus unload response in most
subjects.
The 4% change in treadmill inclination produced very
small changes in the ankle trajectory and negligible
changes in perceived effort; however, a supraspinal
contribution to the changes in soleus EMG magnitude with
treadmill inclination cannot be ruled out with the present
protocol. This also means that spindle feedback cannot be
conclusively ruled out as a contributor to the locomotor
EMG. Changes in descending drive will produce changes
in both α- and γ -motoneuronal excitation, therefore it is
conceivable that changes in fusimotor excitability could
compensate for the ankle kinematics such that spindle
feedback could increase or decrease, respectively, when the
ramp is inclined or declined.
The present results provide compelling, albeit indirect,
evidence that it is the removal of force feedback that
is primarily responsible for the decrease in the late
stance phase soleus EMG following the plantar flexion
perturbation. This suggests that tendon organ feedback
via an excitatory group Ib pathway contributes to the late
stance phase enhancement of the soleus muscle activity.
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