Muscle architecture and force-velocity
relationships in humans
THOMAS L. WICKIEWICZ,
JAMES J. PERRINE,
AND
ROLAND R. ROY, PERRY
V. REGGIE EDGERTON
L. POWELL,
The Hospital for Special Surgery, New York, New York 10021; and Department of Kinesiology
and Brain Research Institute, University of California, Los Angeles, California 90024
WICKIEWICZ, THOMAS L., ROLAND R. ROY, PERRY L. PowELL, JAMES J, PERRINE, AND V. REGGIE EDGERTON. MU&
architecture and force-velocity relationships
in humans. J. Appl.
Physiol. Respirat. Environ. Exercise Physiol. 57(Z): 435-443,
1984.-The in vivo torque-velocity relationships of the knee
extensors (KE), knee flexors (KF), ankle plantarflexors (PF),
and ankle dorsiflexors (DF) were determined in 12 untrained
subjects using an isokinetic testing device (Cybex II). These
data were then matched to the predicted maximum forces and
shortening velocities derived from muscle architectural determinations made on three hemipelvectomies (36). The torquevelocity curves of all muscle groups resembled that predicted
by Hill’s (19,20) equation except at the higher forces and lower
velocities. The peak torques occurred at mean velocities ranging
from 41-62 rads-l for the KE, KF, and PF. Although the peak
torque of the DF occurred at the isometric loading condition,
it was also lower than that predicted by Hill’s equation. The
muscle fiber length and physiological cross-sectional area measurements indicate that the architecture of the human leg
musculature has a major influence on the torque-velocity characteristics. These data corroborate previous findings (24) that
some neural inhibitory mechanism exists in the control of the
leg musculature, which limits the maximum forces that could
be produced under optimal stimulating conditions.
force/torque velocity relationships; human; skeletal muscle architecture; specific tension; isokinetics
SKELETAL
MUSCLE from
a Variety Of Species,
including humans, functions in a predictable way with
respect to its force-velocity relationship when maximally
stimulated (9, 11, 12, 29). Hill (19) raised the question
as to whether the same force-velocity relationship exists
in humans when muscles are voluntarily activated. The
consensus of opinion seems to be that the same hyperbolic relationship between force and velocity exists for
shortening contractions in humans whether the muscle
is activated by the central nervous system or by artificial
stimulation (13, 14, 32, 37). This conclusion has been
challenged using isokinetic testing methods where the
velocity of muscle shortening is controlled, at least at
the lower velocities, and when angle specificity is taken
into account (8, 17, 24).
If the force-velocity relationship of a maximally and
identically stimulated isolated muscle is similar under a
variety of load conditions to that of an intact muscle
group activated by the central nervous system, then an
ISOLATED
0161-7567/84
$1.50
Copyright 0 1984 the American Physiological
Society
identical level of activation would presumably exist at
all velocities in vivo (25). Conversely, if the relationship
is not similar to that predicted by Hill’s equation, then
the implication is that the ability of the nervous system
to maximally and identically activate a muscle group
over a variety of load conditions is velocity dependent.
It should be noted that the force-velocity relationship
could be similar to Hill’s (19) predictions under in vivo
and in situ conditions whether or not the stimulation is
maximum as long as it is constant under each loading
condition (25).
A second issue addressed in this paper is to what extent
the architectural features of flexor and extensor muscles
of the lower limb influence the force-velocity properties
of those muscle groups. Although the histochemical parameters related to the contractile properties are similar
in the flexors and the extensors of the knee and ankle of
a range of species (2), including humans (10, 21, 28, 31),
the actual torque-velocity relationships of these muscle
groups in humans clearly differ. It is hypothesized that
these physiological differences can be explained in large
part by the architectural design of the muscles within
each muscle group (6, X,27).
The third point addressed is that the absolute torquevelocity data can be converted to force-velocity values
expressed per cross-sectional area and number of sarcomeres in series. This permits a more acceptable comparison between human and other species that are independent of muscle volume, fiber number, fiber length,
and so on. Preliminary results have been published elsewhere (26,35).
METHODS
Twelve untrained human subjects, eight males and
four females ranging from 20 to 38 years of age, were
tested on an isokinetic dynamometer (Cybex II, Lumex).
Two to four trials, each occurring on a different day for
a given subject, were carried out to familiarize the subjects with the test methods before the recording session.
Angle-specific force-velocity curves were generated for
the following functional muscle groups: knee extensors
(KE), knee flexors (KF), ankle plantarflexors (PF), and
ankle dorsiflexors (DF). The recording speeds ranged
from 0 rad s-l (isometric) to 5.03 rad s-‘. To assure that
the readings of the torque were angle specific, a switch
l
l
435
436
momentarily drove the recorder pen to full scale when
the lever arm reached the test angle. Recordings for the
knee and ankle muscles were made on different test days
to minimize fatigue. The angles at which the torques
were measured were sufficiently
distal in the arc of
motion to allow for rise time to peak tension in the
muscle group. This was important at the higher recording
speeds (B3.49 rads-‘) (24).
The KE and KF were tested with the subject seated
with the backrest at a 100” angle. The recording angles
for the muscle groups were 30” of knee flexion relative
to full extension for the KE, 70” of knee flexion relative
to full extension for the KF, 10” of plantarflexion relative
to a 90” angle for the foot and lower leg for the PF, and
a 90” angle for the foot and lower leg for the DF. The
ankle recordings were made with the subject in a completely supine position with the knee and hip at -90’.
Recordings were made during singular maximum efforts
through approximately
the same range of motion for
each speed. The subjects were encouraged to make a
maximum effort at the specific recording angle for each
movement. When testing at the lower speeds (0.83 rad.
s-l or slower), maximum effort was delayed until a point
in the arc was reached that would still allow sufficient
time for peak tension development at the recording angle.
This technique was necessary because the distal recording angle requires prolonged (l-2 s) efforts that are
“fatiguing” if held maximally throughout the arc of motion.
To relate the in vivo force-velocity characteristics with
the architectural differences between functional muscle
groups, the moment arm variations of the musculature
to the skeletal system must also be known. To determine
these features, two cadaver hemipelvectomy
sections
used in a previous study (36) were stripped of musculature, leaving the tendons and retinacular structures undisturbed along with intact capsular and ligamentous
structures at the hip and knee joints. Metal hooks were
placed on the pelvis and femur at the proximal site of
attachment of the various muscles. Thread was attached
to the tendon ends and passed through the hooks and
held taut with lead weights. Lead markers were placed
on the thread. Tendon excursions for the knee musculature (see Table 3 for a listing) were measured from full
extension to 90” flexion. Recordings were made with the
hip at maximal extension and at 90” from full extension.
Calculations of the changing moment arm for the knee
musculature were made from tendon displacements for
each 10” arc. Although the knee has a continually changing center of rotation, we assumed that for a short arc of
rotation about the point at which the torque was measured, the knee acts as a simple hinge. This allowed the
average moment arm over that short arc length to be
calculated from the linear displacements of the tendon.
Data for tendon excursions for ankle musculature was
obtained from Ambagtsheer (l), who used procedures
similar to that described above. Predicted maximum
torque (P,) and maximum velocity of shortening ( Vmax)
were calculated using Hill’s equation and constants (19)
and assuming V = 0.42 (PO k P)/P + 0.26, where in the
equation (P + a) V = b (PO - P), a = 0.26 when P, is
WICKIEWICZ
ET
AL.
normalized to 1.0, and b = 0.42 when Vmax is in fiber
lengths per second.
The constant of 0.42 was originally derived in a muscle
preparation in which the muscle length and fiber lengths
were essentially the same. The 0.42 constant is appropriate when it reflects fiber length. If muscle and fiber
length differ as they do in all major muscles of the leg,
then a Vmaxcalculated using the constant of 0.42 cannot
be expressed meaningfully in muscle lengths per second.
Thus fiber lengths and changes in fiber length must be
known to use Hill’s constants.
RESULTS
hlean torque values at selected test speeds are shown
in Fig. 1. The peak of the mean torques occurred at
speeds slightly greater than 0 rad. s-l (isometric) for the
KE, KF, and-PF. The DF was the only group in which
mean peak torque occurred at 0 rad. s-l. The mean peak
torque (angle specific) produced by the KF was 79% of
that observed for the KE, and the DF produced only 26%
2
n
E
i
Angular
Velocity
b-ads- 1)
Mean torque-velocity curves (n = 12) for knee extensors (A),
knee flexors (A), plantarflexors (0), and dorsiflexors (0). Dashed line
represents predicted peak torques using Hill’s equation (16).
FIG.
1.
HUMAN
TABLE
MUSCLE
ARCHITECTURE
1. Mean torque-velocity
AND
437
FORCE-VELOCITY
relationships
for flexor and extensor groups of knee and ankle
rad . s-l
0.21
0
0.41
0.62
0.83
149rt61
116t23
147237
116*28
1.26
Torque
KE
KF
PF
DF
Values
123t44
96,t28
57216
19t6
128+46
114t25
are means
&SD.
142t57
117t19
72t15
18~16
KE,
knee
132t70
1.68
(N- m)/velocity
KF,
knee
flexors;
2.51
2.93
3.35
3.77
4.19
4.61
’ 5.03
(rad- s-l)
125t35
103t24
38tll
1323
extensors;
2.09
loo-t31
841k24
25t8
10*3
PF, plantarflexors;
83k29
69,t23
16t7
7k2
DF,
67t28
54t20
llt6
4t2
46k21
40t17
6k5
3*1
dorsiflexors.
FIG. 2. Normalized
(% peak torque)
torque-velocity
curves
for
4 muscle
groups. Notice that only ankle dorsiflexors had its peak torque
at isometric
(0
rad. s-l) velocity.
Change in velocity
for
a 10% change
in torque
(60-70%
peak
torque)
is also shown. (see DISCUSSION).
Angular
Velocity
bad-s - ‘1
of the mean peak torque of the PF (Table 1).
The maximum torque-velocity
relationship
at the
higher speeds was either linear or slightly concave for all
muscle groups (Fig. 2). The data points at the higher
velocities of the maximum torque-velocity curve could be
fitted reasonably&well to Hill’s equation (19, 20). However, the torques at the lower velocities were less than
would be predicted from the torques measured at the
higher velocities (Fig. 3).
Proportionately,
there was a greater loss of torque per
unit change in velocity above 0.41 rad&
in the PF,
followed by DF, KE, and KF (Fig. 2). There was more
similarity in the absolute torque-velocity
curves of agonist and antagonist pairs of muscle groups than between
either the agonists or the antagonists of the two joints
studied. This relationship
was apparent whether the
torque-velocity curves were expressed in absolute values
(Fig. 1) or normalized with respect to peak torque (Fig.
2) .
The mean force value transmitted by the tendon was
calculated for the four muscle groups using the average
moment arms as determined by the tendon excursions
(Table 2). For simplification,
the action of both the PF
and the DF were assumed to act at right angles to the
joint axis, even though there was a 10" difference in joint
position at the point of measurement. To estimate the
force potential of the knee musculature, a correction was
made for the peak torque (Table 2) based on the fact
that -26% higher torque can be produced by the quadriceps at 60” compared with 30” from full knee extension
(23). When this 26% correction factor for the mechanical
disadvantage at 30” was used to represent the quadriceps’
full force potential, tension production at the tendon for
the KF was 72% of the force for the KE. The DF
produced 29% of the force observed in the PF. Tensions
normalized to the KE are also shown in Table 2. Specific
tensions for the KE, KF, PF, and DF were 53, 79, 30,
and 47 N. cmB2, respectively.
Estimates of the maximum angular shortening velocity
for each muscle group tested were obtained by matching
the torques observed at the higher velocities to a normalized in vivo force-velocity curve (24) reported by Hill
(19) and generated by a velocity-specific afterloading
method (Fig. 3). The high-speed portion of our experimental torque-velocity curves could be scaled to closely
match Hill’s predicted curve. There is, however, a marked
departure of the experimental curve at the lower speeds.
Average knee extensor and flexor tendon excursions
of the two cadaver limbs were similar relative to muscle
length when the knee moved through a 90” arc (Table
3). The relative displacement for the KF was semitendinosus > semimembranosus > biceps femoris, femoral
head > biceps femoris, ischial head. All muscles of the
quadriceps had similar excursions. The distance between
the points of attachment of the sartorius were displaced
the least of any muscle.
438
WICKIEWICZ
ET
AL.
08
KE
KF
0.2
0.0
2.0
4.0
6.0
8.0
10.0
0.0
12.0
0.0
2.0
4.0
*
0
0
40
4-O
1
0
0
8-O
80
.
16b
160
GO
120
mm.s'l
.
40
20
2-o
200
.
280
240
.
32-O
320
0.8-
12.0
4-o
S’O
1 2-o
160
20-o
24-O
28-o
320
mm3'1
60
6b
80
8-O
100
10
1.0
8
\
10.0
fad&l
20
mms-l.lOOOsarc.-1
c
8.0
6.0
rad*s - '
.
30
40
mmzi-l~lOOOsarc.-l
50
60
70
II
8
\\
0.8
PF
DF
0.6;
0.6
0.0
1.0
2.0
3.0
rad-s
.
0
t
0
20
.
10
40
.
20
4.0
5.0
6.0
7.0
0.0
1.0
2.0
3.0
4.0
rads-1
-1
60
mm&
.
30
.
100
80
1
110
0
2’0
40
i0
5.0
8’0
6.0
7.0
ld0
8.0
1;o
140
1;o
mm&
.
40
.
50
1
60
mm.s-l.lOOOsarc.-1
I
0
1
70
1
10
1
20
mms-l
I
30
lOOOsarc9
1
40
1
50
3. Normalized torque-velocity curves for A, knee extensors (A);
B, knee flexors (A); C, plantarflexors (0); and D dorsiflexors (0) fitted
to experimentally predicted force-velocity curve (x) generated using
Hill’s equation (16). Torque is expressed as a percent of maximum (P/
P,) and velocity of shortening is expressed as rad. s-l, mm s-‘, and
mm s-l. 1,000 sarcomeres-? KE, knee extensors; KF, knee flexors; PF,
ankle plantarflexors; DF, ankle dorsiflexors.
Although there was a large difference in cadaver limb
size (36), the relative tendon excursions, when expressed
as a percent change of whole muscle length, enabled us
to approximate linear displacements of muscles in vivo.
Table 4 lists the observed and estimated maximal angular
and linear rates of shortening velocity for each muscle
group. Based on the architectural data from a previous
report (36) and the muscle length changes shown in
Table 3, angular velocities were converted to linear velocities. This data was further normalized per 1,000
sarcomeres to eliminate the variable of the number of
sarcomeres in series for each muscle group. The general
shapes of the torque-velocity
curves at the higher velocities are similar (Fig. 2). The estimated Vmax (rads-‘) of
the KE and KF is twice as much as that of the PF and
DF (Table 4). When these predicted Vmax values are
converted from angular to linear velocities, the differ-
ences between these muscle groups are even greater. The
linear velocity differences can be accounted for, at least
to a large degree, by the differences in the number of
sarcomeres in series (Fig. 4).
To avoid using the predicted Vmax to compare the
velocity potential of each muscle group, the observed
difference between the velocity at 70 and 60% of the
maximum measured torque was determined (Fig. 2). The
relationship between this change in velocity in radians
per second and in millimeters per second suggests that a
major determinant of the velocity potential of the muscle
groups studied is the number of sarcomeres arranged in
series typical for each muscle group (Fig. 4). A similar
conclusion was evident when the velocities measured
over a range of percents of maximal torques were compared. In general, these data illustrate that the reduction
in force potential of a muscle as a result of increasing
FIG.
l
l
HUMAN
MUSCLE
ARCHITECTURE
439
AND FORCE-VELOCITY
2. Observed and estimated torques and forces of knee and ankle extensor and fkxor muscle groups
TABLE
2
1
CSA,
cm2
KEa
3
Estimated
Moment
Am,
cm
87
4
Observed
Maximum
Torque,
N-m
4.0
5
Relative
Maximal
Torquesd
147
(186)’
116
72
19
1.00
6
7
Observed
Maximum
Force,
N
Specific
Tension,’
N cmm2
Expected
Force:
N
3675
(4631)’
3314
2769
792
42.2
(53.2)’
78.9
30.1
46.6
1958
l
8
Expected
Force
Observed
Force,h
%
53
9
Relative
Force’
1.00
KF
42
3.5
0.62
945
29
0.72
PF
92
2.6
0.39
2070
75
0.60
DF
17
2.4
0.10
383
48
0.17
a KE, KF, PF, and DF are same as in Table 1.
b CSA, mean cross-sectional area for each muscle group from 3 cadaver limbs calculated as
described in METHODS (from Ref. 36).
’ Values corrected for reported 26% greater torque at 60 than at 30” of knee flexion from 180” (23).
Actual torque measurements were made at 30’.
d Values normalized to corrected maximal torque of KE (see *). For comparison, values
reported by Fugl-Meyer (13) were 1.00, 0.52, 0.60, and 0.19, respectively.
e Column 3 divided by column 2, with column 2 converted from
centimeters to meters.
f Column 5 divided by column 1.
g Calculated assuming a specific tension of 22.5 N crnv2 (29) and CSA shown in
row 1 of this table (i.e., column 1 X 22.5 N-cm-“).
h Ratio of expected force divided by observed force (i.e., column 7 divided by column 5).
i Column
8 normalized
to relative
force
of KE.
3. Muscle and fiber length changes in knee
extensors and flexors for 90* of knee excursion
TABLE
Muscle
Length,*
cm
Rectus femoris
Vastus medialis
Vastus intermedius
Vastus lateralis
Semimembranosus
Biceps femoris
Ischial head
Femoral head
Semitendinosus
Sartorius
Gracilis
Absolute
Muscle
Length 4S
cm
Fiber
Lw$h,t
cm
Relative
Muscle
Length A,$
%
I
II
I
II
I
II
I
II
32.1
33.4
31.2
36.5
26.0 25.4
6.4
7.1
7.0
6.5
.6.5
6.1
7.4
7.0
7.8
4.8
4.7
4.8
4.9
4.9
5.0
5.8
5.7
5.6
5.8
5.0
14.6
14.4
15.9
14.9
19.3
18.5
15.6
14.8
22.8
19.6
31.9
21.6
28.7
40.7
25.3
7.4
10.3
12.6
33.7
17.8
7.9
11.8
15.1
38.2
20.4
3.9
3.9
6.9
3.8
4.0
4.3
3.5
6.3
4.5
5.0
12.4
18.1
24.1
9.3
15.7
11.5
12.6
20.6
10.8
20.0
30.9 37.4
32.9
25.3
37.0
27.7
30.8
41.7
24.9
Data obtained
from 2 (I, II) cadaver
specimens.
* Distance between most proximal and most distal points at which muscle fibers can
be observed. Limbs were fixed in a position such that knee was fully
extended, ankle was plantarflexed, and hip was in an extended posit Lengths of small fiber bundles (see METHODS).
Normalized
tion.
to a sarcomere length of 2.2 pm (16, 22) as described by Wickiewicz et
$ See METHODS
for description.
al. (36).
velocities will be less in muscles having longer fibers
(more sarcomeres in series).
DISCUSSION
General features of torque-velocity relationships. Using
a velocity-specific
afterloading method to test human
subjects, Hill (19) concluded that skeletal muscle in vivo
performs in virtually the same predictable way as in
maximally stimulated muscle preparations.
Other reports have supported this conclusion (13, 32, 37). .However, Perrine and Edgerton (24) found that when the
variables of muscle length (angle specificity) and duration of effort were controlled, at least for the quadriceps
muscle group, the in vivo force-velocity curve was not
hyperbolic over the entire range of velocities. That is,
the torques at the lowest velocities and under isometric
conditions were considerably less than what would be
predicted. In addition, the peak torques that occurred at
low velocities were often higher than those generated
isometrically. The data in this report demonstrate that
lower than expected torques at the lower velocities are
also characteristic of the KF, PF, and DF muscle groups.
One possible reason for this difference in results at the
lower velocities may be the technique of data collection.
Ideally, all torques would be recorded at the same muscle
length. The recording of the angle-specific torque must
be sufficiently distal in the test range so that the maximal
tension may be obtained at high test speeds. Because rise
time to peak tension in the muscle is relatively constant
regardless of the test speeds, the arc length covered in
that time must therefore differ at varying velocities. To
use the peak torque measure at each speed without
considering angle specificity induces the variables of
length tension and activation time to the force-velocity
curve. The inability to maintain a peak effort for the
duration of a relatively long contraction must also be
considered as noted previously in METHODS.
Two points should be noted regarding the .torquevelocity relationship at the lower velocities. First, inertia
can affect the torque-velocity measures (37). However,
the torques that differ the greatest from Hill’s (19)
predictions occur at the lower velocities when the inertial
factors are minimal. A second point concerning the
torques at the lower velocities is whether or not the peak
torque occurs at 0 rad. s-l or at some low shortening
velocity (24). The velocity at which the peak torque
occurs appears to be correlated to the percentage of fibers
with a high or low alkaline myofibrillar
adenosine Ytriphosphatase (ATPase) activity as shown histochemitally (17, 25, 32, 33). Subjects that have the higher
proportion of alkaline dark ATPase fibers (type II) tend
to produce the highest torques at 0 rads-‘, whereas the
maximum torques at 0 rad. s-l are commonly below those
that can be produced at speeds slightly greater than 0
rad s-’ if type I fibers predominate (17, 32).
Factors related to peak torque. One objective of this
study was to determine the role of muscle design in
influencing the in vivo maximum torque-velocity
relationship. Knowledge of the muscle architecture is necessary to make valid muscle-to-muscle comparisons even
within the same subject. Fiber lengths (number of sarl
440
WICKIEWICZ
4. Predicted
TABLE
maximum
1
rates of shortening
2
Longest
No.
Sarcomeres,
x 10’
Length,
mm
3
Fibers b
velocities for knee and ankle extensors and flexors
4
5
6
7
Avg Fibers’
Length,
mm
ET AL.
Hill’s
Predicted
v
g
rady”
No.
Sarcomeres,
x 10’
Conversion
Factor,’
mm. rad-’
Predicted
v mani
mm 8-l
l
8
Predicted
Lx
Longest
Fibers’
mm4?4,000
sarcomeres-’
9
Predicted
KrJu
Average
Fiber$
mm.s+J,OW
sarcomeres-’
77
3.5
69
3.1
12.5
25.2
315
90
102
KE”
KF
137
6.2
96
4.3m
11.9
26.9
320
52
74
51
2.3
37
1.7
6.8
16.0
109
48
64
PF
69
3.1
64
2.9
8.1
17.8
144
46
50
DF
a KE, KF, PF, and DF are same as in Table 1.
bMean fiber lengt h of muscle of each functional muscle group that had longest
fibers.
c Average of mean fiber lengths for all muscles within functional group.
d Fiber lengt h s are normalized to a sarcomere length of 2.2
pm (16, 22) as described by Wickiewicz et al. (36).
’ Column 1 divided by 2.2 pm.
f Column 3 divided by 2.2 pm.
gSee METHODS
and
Fig. 3.
b KE and KF data were taken from mean values of each muscle group from 2 cadaver samples shown in Table 3 where fiber excursions
over a 90” range are shown. Similar data on KF and DF was taken from Ref. 1.
i Column 5 X column 6.
j Column 7 divided by column 2.
’ Column 7 divi ded by column 4.
’ Average fiber length for KF is 91 mm if femoral head of biceps femoris is included (36).
m Average
number of sarcomeres (X 10’) for KF is 4.1 if femoral head of biceps femoris is included* (36).
0
C-
FIG. 4. Difference in observed (rad.
s-l) and derived (mm. s-l) velocities of
shortening between 60 and 70% peak
torque is plotted relative to average fiber
length (no. of sarcomeres per fiber) of
each muscle group. KE, knee extensors;
KF, knee flexors; PF, ankle plantarflexors; DF, ankle dorsiflexors.
KF
0.0
1.0
2.0
# of sarcomereslfiber
3.0
4.0
5.0
(x 10S4)
comeres arranged in series) and mechanical factors must
be considered when comparing the in vivo properties of
various muscle groups. As noted by Close (9), a common
error is to assume that fiber length is similar to muscle
length and express velocities in muscle lengths per second. A comparison of the V max of two muscles of equal
length but having unequal fiber length would incomctly
suggest that the intrinsic V max of the muscle with the
shorter fibers would be less than for the muscle with the
longer fibers (6, 15, 27).
The predicted maximum torque that a muscle can
produce is proportional
to its physiological cross-sectional area (CSA). In turn, the CSA is proportional
to
the number of cross bridges arranged in parallel. Based
on the architectural data from a previous study (36), the
KE muscle group should be capable of producing twice
as much force as the KF (Table 2). The PF should
produce almost six times the force that the DF can
produce.
In a&&ion,
the PF should have the greatest
potential for tension production of all four muscle groups
tested.
Because ofthe different joint biomechanics for each
muscle group, the observed or predicted maximal torques
must be converted to forces using assumed or measured
moment arms. An indication of the overall relative effect
of these mechanical factors on each muscle group can be
seen if it is assumed that the musculature of each group
has fundamentally
similar tension-producing
capabilities
when normalized to CSA, i.e., 22.5 N crns2 (29). If the
relative assumed CSA and the specific tension of each
muscle group were accurate, then the relative moment
arms for the KE, KF, PF, and DF would be %8,12.8,3.6,
and 5.1 cm, respectively. These values exceed those measurements reported previously (1, 18, 30) and those of
the knee flexors and extensors reported here by about
twofold.
l
HUMAN
MUSCLE
ARCHITECTURE
AND
FORCE-VELOCITY
Measurements from the two cadaver limbs studied and
data from the literature (7) predict ~13% longer KE than
KF moment arms at the test positions, 30 and 70” of
knee flexion, respectively. The mechanical advantage in
the knee flexors for producing torques is nearest its
optimal at 70”, whereas that for the knee extensors is at
60" (23). Another possibility for the disproportionately
high torque observed in the KF could be an overestimation of its moment arm.
The observed peak torques (angle specific) reflect the
torques that would be expected, given a similar force
potential per CSA of the muscle groups and the average
moment arms shown in Table 2. If human skeletal muscle
has the same force potential as other mammalian muscle,
i.e., 22.5 N crnB2 (29), then the forces observed for all
four muscle groups were about twice the predicted value
(Table 2). This might be expected because the CSA’s
were derived from cadaver materials obtained from older
subjects and were undoubtedly reduced in volume by the
fixative solutions. In contrast, the torque measurements
were obtained from young healthy subjects: In spite of
the probability that the explanation above can account
for a significant part of the difference between the observed and predicted forces, a more extensive assessment
of CSA and moment arms will be necessary to determine
the specific tension of human muscle voluntarily
activated and that activated in situ by maximal stimulation.
Given that at the moderate velocities the torque-velocity
relationships
in the lower limb are similar to Hill’s
prediction (19), then the predicted peak torques should
be perhaps as much as double the observed peak torques
at the lower velocities (Fig. 3).
Whether the same force can be produced by neural
activation or by artificial electrical stimulation of human
skeletal muscle is unknown. Recently, Belanger and
McComas (4) concluded on the basis of various combinations of voluntary effort and’electrical stimulation that
under isometric conditions, the DF (but not the PF) can
be maximally activated by the nervous system. Although
our data suggests that the activation at zero velocity is
less than maximum for both muscle groups, the percent
of maximum activation is higher in the DF in comparison
to the PF. Therefore, the ability to approach the maximum force potential when neurally activated may differ
among muscles or muscle groups (4,5).
One important assumption that must be made to relate
the in vivo and in situ force-velocity data is that the level
of activation of the antagonistic
muscle group is not
seriously affecting the net torque. Our intuitive impression is that this is not the explanation for the unexpectedly low torques recorded at the slow velocities because
1) the peak torque is similar whether the maximum effort
is brief (Cl s) or more sustained (a few seconds), and 2)
the level of activation by the CNS is basically determined
before the leg is moved at a high or low velocity. Although
Wilkie (37) attempted to gain some insight into this
problem using surface electromyography,
he was well
aware of its limitations
as a measure of ,assessing the
level of activation, particularly when the duration of the
electromyographic
signal necessarily varied with the
speed.
441
Factors related to peak velocity. Assuming similar intrinsic biochemical properties, the shortening velocities
of different muscles should reflect their fiber lengths,
i.e., the number of sarcomeres in series (6). Based on this
data (Table 4), the KF should have the highest, and the
PF, the lowest maximum linear velocities.
A relationship between the number of sarcomeres arranged in series and the calculated Vmal is suggested in
Fig. 4. The Vmax of the knee extensors appears to be
disproportionately
high. Because the calculated Vmax is
projected considerably beyond that observed, the change
in velocity between torques of 70 and 60% of the observed
maximum were also related to the number of sarcomeres
in series (Fig. 3). In this region of the curve, the torquevelocity relationship
is in the most predictable range,
i.e., it is far enough from the lower velocities to be
unaffected by the apparent “inhibitory”
factors present
at less than about 0.80 rad. s-’ and it is at an observed
rather than an extrapolated
velocity. The change in
velocity from 70 to 60% peak torque is closely related to
the number of sarcomeres in series and thus further
supports the idea that fiber length is a major factor in
dictating shortening velocity (Fig. 4).
To determine the intrinsic velocity characteristics, i.e.,
independent of architectural features, Vmax values were
standardized per 1,000 sarcomeres (Table 4). To compare
the velocities for each muscle group, some assumptions
were made and certain constraints were accepted. Theoretically, the Vmax should be a function of the longest
fibers of a muscle group, but practical considerations,
such as the large mass of the rotating segment and joint
constraints, may result in an average fiber length being
the more accurate choice as a standard of comparison.
Therefore, the predicted Vmax was calculated based on
both standardizing procedures as shown in Table 4.
Another underlying assumption in the calculation of
the intrinsic Vmax is in determining which muscles contribute to the movement studied. This is particularly true
in the DF where the mechanics of the muscle-to-bone
attachments appear to be the most complex. The tibialis
anterior comprises half of the CSA of the muscle group
but is primarily an inverter of the ankle. Similarly, the
posterior calf musculature is complex. Muscles that normally produce inversion (supination) and eversion (pronation) torques may assist in plantarflexion
in the confines of the bilateral rigidity of the footplate. For simplicity, only the triceps surae was considered in the
calculation of maximum torques, forces, and velocities
for the PF group. It must also be assumed that the
involved muscles of a group act as a single functional
unit. Finally, the conversion from angular to linear velocities by examining the joint mechanics and changes
in muscle length in a few cadaver samples further limits
the accuracy of the velocity estimates.
In spite of these assumptions and limitations,
the
linear velocities of the KF, DF, and PF are similar when
expressed per 1,000 sarcomeres and based on the muscle
of each muscle group with the longest fibers (Table 4).
The intrinsic velocity of the KE was much greater than
for the other muscle groups. The Vmax of the longest
fibers expressed in millimeters
per second per 1,000
442
sarcomeres for the four groups are 90, 52, 48, and 46
compared with 13 and 36 for cat slow and fast muscle
(29) and 30 for human elbow flexors (3).
Practical considerations. The shape of the force-velocity curve for the ankle plantarflexors
is of particular
interest. Animal studies (29,34) have shown the inability
of the soleus to contribute significant tension to highspeed shortening. Although human studies preclude direct in vivo measurements of simple muscle function, it
is interesting to note that dramatically
less tension is
produced during high-speed contractions. At 2.1 rad. s-l,
an angular velocity less than that incurred at a usual
walking pace (30), the PF have lost 65% of their peak
torque potential (Fig. 2). At the same speed, the DF, KE,
and KF have lost 45,20, and 30%, respectively. The large
decrease in PF torque at these velocities may be related
to the extremely short fibers (6% of muscle length) (36)
and relatively high slow-twitch fiber composition (10) of
the soleus. That is, the soleus appears to be designed to
maximize force production at very slow shortening velocities and in lengthening contractions.
The 90” flexed position of the knee places the PF at
some mechanical disadvantage due to its shortened
length. However, in this position, the gastrocnemius is
shortened only 6.4% of its length relative to full extension (0’) (18). In the present study, three subjects were
tested for peak torque-velocities of the PF with the knee
in full extension and at 90” of flexion. The mean peak
WICKIEWICZ
ET AL.
torque of the PF was 113 N*m when the knee was
extended and 126 N*m when it was flexed. Consequently,
knee position appears to have a small effect on the forceproducing properties of the ankle plantarflexors, at least
in the confines of our testing method. In addition, the
relative torque -vel .ocity relationship of the ankle musculature would be minimally affected by the knee position because the muscle length at which the torque was
taken was constant for all tests of a particular muscle
grOUP*
In summary, it is apparent, at least at slow speeds of
shortening in the human lower limb, that skeletal muscle
contraction in vivo does not follow the force- 8velocity
relationship that would be predicted when the level of
stimulation is held constant under varying loading conditions. Some inhibitory or disfacilitating
mechanism
may be responsible for the difference in response from
isolated muscle preparations (24). Muscle fiber length
and CSA appear to determine the performance potential
of a functional muscle group to a major extent. These
results permit the expression of forces and velocities in
units that permit a valid comparison across muscles
within the same or other species.
We thank Sylvia Goodwin for typing the manuscript.
This work was supported in part by National Institutes of Health
Grant NS-16333 and Biomedical Grant 5-507RR7009-13.
Received 26 August 1983; accepted in final form 5 March 1984.
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