Journal of Biomechanics ∎ (∎∎∎∎) ∎∎∎–∎∎∎
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Journal of Biomechanics
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Strain energy in the femoral neck during exercise
Saulo Martelli n, Mariana E. Kersh, Anthony G. Schache, Marcus G. Pandy
Department of Mechanical Engineering, University of Melbourne, Parkville, VIC, Australia
art ic l e i nf o
a b s t r a c t
Article history:
Accepted 24 March 2014
Physical activity is recommended to mitigate the incidence of hip osteoporotic fractures by improving
femoral neck strength. However, results from clinical studies are highly variable and unclear about the
effects of physical activity on femoral neck strength. We ranked physical activities recommended for
promoting bone health based on calculations of strain energy in the femoral neck. According to adaptive
bone-remodeling theory, bone formation occurs when the strain energy (S) exceeds its homeostatic
value by 75%. The potential effectiveness of activity type was assessed by normalizing strain energy by
the applied external load. Tensile strain provided an indication of bone fracture. External force and joint
motion data for 15 low- and high-load weight-bearing and resistance-based activities were used. Highload activities included weight-bearing activities generating a ground force above 1 body-weight and
maximal resistance exercises about the hip and the knee. Calculations of femoral loads were based on
musculoskeletal and finite-element models. Eight of the fifteen activities were likely to trigger bone
formation, with isokinetic hip extension (ΔS ¼ 722%), one-legged long jump (ΔS ¼ 572%), and isokinetic
knee flexion (ΔS ¼ 418%) inducing the highest strain energy increase. Knee flexion induced approximately ten times the normalized strain energy induced by hip adduction. Strain and strain energy were
strongly correlated with the hip-joint reaction force (R2 ¼0.90–0.99; po 0.05) for all activities, though
the peak load location was activity-dependent. None of the exercises was likely to cause fracture.
Femoral neck mechanics is activity-dependent and maximum isokinetic hip-extension and knee-flexion
exercises are possible alternative solutions to impact activities for improving femoral neck strength.
& 2014 Elsevier Ltd. All rights reserved.
Keywords:
Osteoporosis
Bone fragility
Bone remodeling
Hip fracture
Musculoskeletal finite-element modeling
Physical activity type
1. Introduction
Osteoporosis is characterized by low bone density, microarchitectural deterioration of bone tissue and an increased risk of
fragility fractures (Cooper and Melton, 1992). Hip fragility fractures
carry the highest morbidity and mortality rates amongst the elderly,
and post-menopausal women have the highest risk of fracture
(Sernbo and Johnell, 1993). The prevention of hip fractures is a
critical step in minimizing their burden, and physical activity is
considered a key preventative solution to maintaining bone strength
by promoting femoral neck bone formation (Petit et al., 2009).
Bone mineral density (BMD) remains relatively constant in
response to common activities of daily living that involve low
loads (Nikander et al., 2010), while activities with higher loads
have been suggested to promote bone formation (Kohrt et al.,
1997; Rhodes et al., 2000). There is some degree of variability in
n
Correspondence to: Medical Device Research Institute, School of Computer
Science, Engineering and Mathematics, Flinders University, Sturt Rd, Bedford Park
SA 5042, Australia.
E-mail addresses: saulo.martelli@flinders.edu.au,
[email protected] (S. Martelli).
the literature regarding what constitutes a high-load activity; for
example, it has been suggested that walking and jumping are
high-load tasks because they generate ground reaction forces
between 1 and 3 times body weight (BW) respectively (Kohrt
et al., 1997), whereas resistance exercises are considered highload when the resistance exceeds 75% of that achieved during
a single maximum voluntary contraction (Rhodes et al., 2000).
The reported effect of physical activity interventions on BMD is
inconsistent (Bailey and Brooke-Wavell, 2010; Dornemann et al.,
1997; Ebrahim et al., 1997; Kohrt et al., 1997; Lohman et al., 1995),
and a comparison of these studies suggests that it is not simply
attributable to differences in load magnitudes. Daily hops have
been found to increase BMD by 2.8% (Bailey and Brooke-Wavell,
2010), while a more complex exercise program that included
walking, jogging, and stair climbing increased BMD by 4.3%
(Kohrt et al., 1997). Targeted strength exercises, typically executed
using gym-based equipment, induced up to a 2% BMD increase
(Lohman et al., 1995), although it is worth noting that studies
investigating strength exercises are either not well described
(Lohman et al., 1995) or have included only a subgroup of possible
hip and/or knee strength exercises (Dornemann et al., 1997).
The differing, and at times counterintuitive, response of bone to
http://dx.doi.org/10.1016/j.jbiomech.2014.03.036
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Please cite this article as: Martelli, S., et al., Strain energy in the femoral neck during exercise. Journal of Biomechanics (2014), http://dx.
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physical activities complicates the development of exercise interventions for the prevention of hip fractures. While it has been
suggested that the varying BMD response is related to the fact that
alternative physical activities load the femoral neck in different
ways (Martyn-St James and Carroll, 2006), a quantitative comparison and ranking of a variety of physical activities based on their
effect at the femoral neck has yet to be conducted. We suggest that
this ranking may provide a useful framework from which exercise
interventions can be developed with the long-term aim of providing more consistent results in longitudinal studies.
Computational modeling is the only viable method for estimating in vivo strain within the intact and undisturbed femoral neck.
Indeed, the determination of which physical activities optimize
loading of the femoral neck requires knowledge of the loads
applied to the bone by muscle and joint reaction forces as well
as the bone geometry and mechanical properties. Subject-specific
loads have been calculated using musculoskeletal models (Correa
et al., 2010; Jonkers et al., 2008; Martelli et al., 2011; Pandy and
Andriacchi, 2010). Finite-element models based on computed
tomography (CT) scans have been used to obtain subject-specific
estimates of femoral neck strain (Keyak et al., 1993; Schileo et al.,
2007), fracture load (Dall’ara et al., 2012; Schileo et al., 2008b),
and mechanically-driven BMD changes (Huiskes et al., 1987;
Weinans et al., 1993). Musculoskeletal and finite-element modelling approaches can be integrated to investigate the effects of
different physical activities on femoral neck mechanics.
The aim of this study was to calculate and rank the potential for
low- and high-load physical activities that have been suggested to
offset the detrimental effect of osteoporosis and to assess the risk
for femoral neck fractures during such activities (Kohrt et al., 1997;
Rhodes et al., 2000). Femoral neck strain energy and tensile strain
were used as the two metrics for bone formation (Huiskes et al.,
1987) and fracture (Schileo et al., 2008b) and were determined by
combining experimental gait data with computational musculoskeletal modeling and finite-element analysis.
2. Materials and methods
A lower-limb musculoskeletal model and a finite-element model of the right
femur were generated from published data (Testi et al., 2010) from a single donor
(female, 81 year-old, height¼ 167 cm, weight¼ 63 kg). Muscle and hip-joint reaction forces during selected activities were calculated using the musculoskeletal
model, and applied to the finite-element model (Fig. 1) to obtain estimates of bone
formation (strain energy) and fracture (tensile strain).
2.1. Physical activities
Fifteen weight-bearing activities and resistance exercises were categorized as
low- and high-load physical activities (Table 1). High-load weight-bearing activities
were assumed to generate a ground reaction force above 1 BW (Kohrt et al., 1997),
while resistance exercises were considered high-load when the resistance
exceeded 75% of that achieved during a single maximum voluntary contraction
(Rhodes et al., 2000).
Weight-bearing activities were studied using joint-motion and groundreaction-force data recorded from two healthy adult female volunteers that
were body-matched to the donor. The first publicly available (Testi et al., 2010,
www.physiomespace.com) dataset comprised experimental data recorded for five
different activities: stair ascent, stair descent, rising from and lowering into a chair,
step up, and level walking (Table 1, Subject A: 25 years old, 165 cm height, and
57 kg weight). The second dataset comprised of experimental data recorded at the
University of Melbourne Biomotion Laboratory for three additional tasks: onelegged maximum-distance long jump, two-legged maximum-height jump, and
lifting a 10 kg weight from the ground to an upright position using both hands
(Table 1, Subject B: 24 years old, 167 cm height, 62 kg weight). Ethics approval was
obtained from the institutional Human Research Ethics Committee.
Data reported by Pyka et al. (1994) were used to assess the effect of resistance
exercises (Table 2). Data included the maximum forces exerted during concentric
contractions in the sagittal and frontal planes about the hip joint and in the sagittal
plane about the knee joint for a cohort of elderly men and women aged between
61- and 78-years-old.
Fig. 1. Overview of the modeling pipeline. Forces acting on the femur were
calculated using the donor musculoskeletal model (top right) derived from
magnetic resonance images (middle left) and using input motion data collected
on body-matched volunteers (top left). The finite-element model of the right femur
(bottom right) was generated from computed tomography (CT) data (bottom left)
obtained from the same donor and used to calculate femoral neck tensile strain and
strain energy during low- and high-load activities.
2.2. Musculoskeletal model
Muscle and joint reaction forces were calculated using a lower-limb musculoskeletal model based on a previous study (Martelli et al., 2011). The body was
modelled as a 13-segment, 15 degree-of-freedom (DOF) articulated system, actuated
by 84 muscle-tendon units. The skeletal anatomy was extracted from the donor's
full-body CT scan. Inertial properties of each segment were derived from the CT
images assuming homogeneous density properties for both the hard (1.42 g/cm3)
and soft (1.03 g/cm3) tissues (Dumas et al., 2005). Peak isometric muscle forces were
calculated using the physiological cross-sectional area of each muscle extracted
from magnetic resonance images obtained from the donor and assuming a value of
1 MPa for the specific tension of muscle (Glitsch and Baumann, 1997). Values for
optimum muscle-fibre length and tendon slack length reported by Delp et al.
(1990) were scaled to the donor's anatomy by matching the joint angles at which
each muscle exerted its maximum isometric force. All simulations were performed
using an open-source musculoskeletal modeling environment called OpenSim
(Delp et al., 2007).
Weight-bearing activities were simulated by applying an inverse kinematics
algorithm to calculate the joint positions for a representative trial of each physical
activity followed by a calculation of the net joint torques. A static optimization
problem was solved to decompose the net joint torques amongst the muscles by
minimizing the weighted squared sum of muscle activations.
Resistance exercises were simulated using the external forces reported by Pyka
et al. (1994) (Table 2). The external forces were decreased by 38% to account for the
lower-than-average (Ward et al., 2009) muscle volumes of the donor. For each
resistance exercise, the scaled force was applied to the model in the anatomical
pose and kept constant in the local frame over a physiological range of motion
(Roach and Miles, 1991) while imposing a low constant joint speed ( o 7 deg/s). The
resulting joint torques were consistent with those generated in age-matched
subjects during muscle strength tests (Steinhilber et al., 2011; Tan et al., 1995).
The same procedure described for the weight-bearing activities was used to
decompose the net joint torques amongst the muscles.
The hip-joint reaction forces calculated in the model were compared with
measurements of hip-joint reaction forces obtained from elderly THR patients
(Bergmann et al., 2001; www.orthoload.com) for level walking, stair ascent, stair
descent, and rising from and lowering into a chair.
2.2.1. Finite-element model
A finite-element model of the right femur was created from CT images (General
Electric Co., USA, tube current: 160 mA, tube voltage: 120 kVP) of the donor (Testi
et al., 2010; www.physiomespace.com). The bone geometry was segmented from
the CT scan using medical image processing software (Amira©, Visage Imaging
GmbH, USA). Bone tissue was modeled using 10-node tetrahedral elements. Bone
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Table 1
Categorization of low- and high-load activities. Low-load weight-bearing activities generated a ground reaction force (GRF) r1 BW, while high-load activities generated
GRF 4 1 BW. All the resistance exercises were considered high-load as the force applied during these simulations was 100% of that obtained for a single maximum voluntary
contraction (MVC).
Sources: (A) data recorded from a 25-year-old female volunteer (www.physiomespace.com); (B) data recorded from a 24-year-old female volunteer at the Biomotion
Laboratory of the University of Melbourne, (S) simulated maximal-resistance activities.
Low-load weight-bearing activities
High-load weight-bearing activities
High-load isokinetic contractions
Activity
Source
GRF (BW)
Activity
Source
GRF (BW)
Activity
Source
%MVC
Chair up/down
Step up
Squat
Squat with weight
A
A
A
B
0.6
0.9
0.8
0.8
Stair ascent
Stair descent
Walking (1.3 m/s)
Long jump
Vertical jump
A
A
A
B
B
1.2
1.3
1.3
2.6
2.0
Hip abduction
Hip adduction
Hip flexion
Hip extension
Knee extension
Knee flexion
S
S
S
S
S
S
100%
100%
100%
100%
100%
100%
Table 2
Model input data used for simulations of maximum isokinetic muscle contractions. All maximally resisted exercises were simulated at 100% of the maximum voluntary
contraction level.
Activity
Hip abduction
Hip adduction
Hip flexion
Hip extension
Knee extension
Knee flexion
Pyka et al. (1994)
Simulation
Load (N)
Loaded site
Start-end angles (deg)a
Load (N)b
Resulting joint torque (N m)
Loaded site
240
298
254
462
284
160
Distal
Distal
Distal
Distal
Distal
Distal
0, 39
39, 0
20, 30
30, 20
90, 0
0, 90
149
184
158
286
176
99
61,
67,
94,
77,
60,
39,
P1
P1
P1
P1
P2
P2
femur
femur
femur
femur
tibia
tibia
Published joint torque (N m)
83
72
98
80
72
47
1107 30c
94 7 30c
847 20c
1057 40c
53–170d
40–86d
P1 ¼ intermediate point between the lateral and the medial femoral epicondyle; P2 ¼ intermediate point between the lateral and the medial tibial malleoli.
a
Hip abduction, flexion and knee flexion joint rotations are assumed positive.
Simulation loads are obtained by scaling the published baseline loads by 0.62 (the average difference between the model muscle volumes and that from and agematched population).
c
Steinhilber et al. (2011), average and standard deviation.
d
Tan et al. (1995), min–max range.
b
apparent density was calculated from the CT images using the method reported by
Schileo et al., 2008a, and converted into isotropic Young's modulus values using the
relationship given by Morgan et al. (2003). The Young's modulus values were
mapped onto the finite-element mesh using Bonemat© (Super Computing Solutions, Italy). The model was kinematically constrained at the femoral epicondyles, a
condition that is statically equivalent to applying the appropriate knee-joint
reaction force.
The finite-element model was validated by comparing predicted cortical strains
with experimental measurements obtained from the donor's femur for six different
loading conditions (Testi et al., 2010, www.physiomespace.com). A load vector of
463 N (75% of the donor's body weight) was applied separately to the medial,
anterior, posterior and lateral aspects of the cone spanned by the in vivo hip-joint
reaction force (Bergmann et al., 2001). A fifth load direction was neutrally aligned
with the diaphyseal axis, and a sixth was aligned with the average hip-joint
reaction force vector measured during single-leg stance by Bergmann et al. (2001).
Principal tensile and compressive strains were reported at fourteen locations in the
epiphyseal femoral region.
To investigate the effect of different physical activities on femoral neck loads,
muscle and hip-joint reaction forces calculated from the musculoskeletal model were
applied to the finite-element model (Fig. 1). Each activity was discretized into fifteen
uniformly distributed time intervals ensuring that the peak hip reaction force was
included. The resulting 225 linear-elastic simulations were performed in Abaqus©
(Dassault Systemes, USA). For each simulation, the total strain energy and peak tensile
strain in the femoral neck were correlated with muscle and hip-joint forces.
The peak tensile strain was compared with a fracture threshold of 0.73%
(Bayraktar et al., 2004) to provide an indication of the likelihood of femoral neck
fracture. According to bone remodeling theory (Huiskes et al., 1987), bone
formation occurs when the strain energy per unit of bone mass (S) exceeds a
homeostatic value (Sref) by a minimum threshold (s ¼ 75%) (Kerner et al., 1999). The
homeostatic value was assumed to equal the average strain energy calculated for
the stance phase of walking (Martelli et al., 2011). For each physical activity, the
highest percentage difference between the peak strain energy and the homeostatic
value (ΔS) was calculated to identify the potential for bone formation.
The relationship between the femoral loads (hip-joint force and individual
muscle forces) and the resulting peak tensile strain and strain energy in the femoral
neck was evaluated using linear and quadratic correlation analyses, respectively.
The potential effectiveness of activity type to induce femoral neck strain
energy was calculated by normalizing peak strain energy by the load magnitude.
Fig. 2. Calculated hip forces (black dots) and hip force patterns (black dashed line)
compared against measurements of hip contact forces expressed in body-weight (BW)
obtained for instrumented total hip replacements (grey band) (Bergmann et al., 2001;
www.orthoload.com).
For the weight-bearing activities, the peak bone strain energy was normalized by
the corresponding magnitude of the ground reaction force, while the maximalresistance exercises were normalized by the corresponding magnitude of the
Please cite this article as: Martelli, S., et al., Strain energy in the femoral neck during exercise. Journal of Biomechanics (2014), http://dx.
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joint torque. This method of normalization permitted physical activities that were
potentially more efficacious in creating loads on the femoral neck to be readily
identified.
3. Results
Calculations of the hip-joint reaction force and cortical strain
compared favorably with experimental data. The maximum difference between calculated and published hip-joint reaction forces
was þ1.1 BW during the late stance phase of walking (Fig. 2).
The calculated and measured cortical strains were significantly
correlated (R2 ¼0.95, p o0.001), and the root mean square error
was 12.5% (maximum error ¼35.1%) (Fig. 3).
Different physical activities resulted in different peak strain
energies and peak tensile strains in the femoral neck. Maximum
isokinetic hip-extension, one-legged long jump, and maximum
isokinetic knee-flexion resulted in the highest values of peak strain
energy (0.29 J, 0.25 J, and 0.19 J, respectively) and peak tensile
strain (0.51%, 0.48%, and 0.39%). The peak tensile strain was
located in the proximal neck during maximum isokinetic hipextension and knee-flexion, and was in the anterior neck during
one-legged maximum-distance long jump (Fig. 4). Overall, the
peak strain energy ranged from 0.02 J (isokinetic hip adduction) to
0.29 J (isokinetic hip extension) (Fig. 5A), whereas peak tensile
Fig. 3. Linear regression of the finite-element model predictions of principal strains
compared against measured principal strains (με). All strain measurements
reported by Testi et al. (2010) are shown (i.e., two strain components for 14 strain
gauge locations and six loading conditions). Regression analysis results are given in
the bottom right-hand corner.
strain ranged from 0.10% (isokinetic hip adduction) to 0.51%
(isokinetic hip extension), corresponding to 13% and 70% of the
fracture threshold (Fig. 5B).
The minimum threshold required to trigger bone formation
was exceeded in 8 of the 15 activities (Fig. 7). Isokinetic hip
extension (ΔS ¼722%), long jump (ΔS ¼572%), and isokinetic knee
flexion (ΔS ¼418%) induced the highest changes in strain energy,
while moderate changes were calculated for isokinetic hip flexion
(ΔS ¼254%), vertical jump (ΔS¼ 184%), level walking (ΔS ¼160%),
and stair descent (ΔS ¼122%).
The peak tensile strain and strain energy in the femoral neck
correlated with the hip reaction force during maximum isokinetic hip-
Fig. 5. Ranking of activities according to peak strain energy. Peak strain energy
(A) and peak tensile strain (B) calculated in the femoral neck for the studied
activities. The gray bars represent activities categorized as low-load whereas the
black bars represent activities categorized as high-load. The red dashed line
represents the fracture threshold of 0.73% reported by Bayraktar et al. (2004).
(For interpretation of the references to color in this figure legend, the reader is
referred to the web version of this article.)
Fig. 4. Tensile strain distribution in the femoral neck during isokinetic maximal hip extensions, isokinetic knee flexion and one-legged long jumps at the instant of the peak
strain energy and tensile strain.
Please cite this article as: Martelli, S., et al., Strain energy in the femoral neck during exercise. Journal of Biomechanics (2014), http://dx.
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Fig. 6. Correlation analyses performed for the peak tensile strain and strain energy in the femoral neck and selected muscle and hip-joint reaction forces acting on the femur
during isokinetic maximal hip extensions, isokinetic knee flexion and one-legged long jumps. A complete set of results can be found in the Supplementary material available
on the Journal's website.
extension (R2 ¼ 0.99), one-legged long jump (R2 ¼0.90), and maximum
isokinetic knee-flexion (R2 ¼0.99). Correlation between the peak
tensile strain and strain energy and muscle forces was variable and
activity-dependent (R2 ¼ o0.1–0.99). A summary of the correlation
analysis is reported in Fig. 6 (see also Supplementary material).
For the weight-bearing activities, squatting with a 10 kg weight
induced the highest normalized strain energy followed by the long
jump (Fig. 8A). Within the group of resistance exercises, the normalized peak strain energies in the femoral neck generated during
maximal hip-extensor and knee-flexor contractions were more than
twice as high as the normalized peak strain energy generated during
each of the other maximal-resistance exercises (Fig. 8B).
4. Discussion
The aim of this study was to compare the potential for physical
activities, including exercise treatments currently adopted to
promote femoral neck strength, to induce bone formation and
minimize the effects of osteoporosis (Bailey and Brooke-Wavell,
2010; Rhodes et al., 2000). The potential to stimulate bone
formation was based on calculations of strain energy, an indicator
of bone remodeling (Huiskes et al., 1987), while the potential to
induce bone fracture was based on calculations of tensile strain
(Dall’ara et al., 2012; Schileo et al., 2008b).
The fifteen activities investigated had the potential to induce
remarkably different mechanical loads in the femoral neck, though
they did not always reach the minimum level required to trigger
bone formation. Activities categorized as high-load were found to
have the highest potential for bone formation (Fig. 7), in agreement with the findings of others (Kemmler et al., 2004; Martyn-St
James and Carroll, 2006). Specifically, the one-legged long jump
and maximum isokinetic hip extension and knee flexion induced
the highest changes in strain energy (ΔS Z418%), whereas low to
moderate changes (75% o ΔSo 418%) were associated with walking, stair descent, vertical jump, and isokinetic hip flexion. For the
remaining activities, changes in strain energy were below the
minimum threshold for bone formation (ΔSr 75%).
Please cite this article as: Martelli, S., et al., Strain energy in the femoral neck during exercise. Journal of Biomechanics (2014), http://dx.
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Fig. 7. Change in peak strain energy per unit mass (ΔS) representing the mechanical stimulus for bone formation shown for all the studied activities. The red dashed
line represents the threshold (s¼ þ 75%) reported by Kerner et al. (1999) below
which no bone formation is expected, assuming that the average strain energy
stored in the femoral neck during the stance phase of walking is the homeostatic
value. The gray bars represent activities categorized as low-load whereas the black
bars represent activities categorized as high-load. (For interpretation of the
references to color in this figure legend, the reader is referred to the web version
of this article.)
We observed that activities of relatively similar load were
capable of producing contrasting levels and distributions of
femoral neck strain and strain energy. For example, the normalized peak strain energy for squatting with a 10 kg weight was
three times as high as that for a step-up task (Fig. 8), even though
the peak vertical ground reaction force was roughly equivalent in
these two activities (Table 1). Maximal hip-extension and kneeflexion exercises maximally loaded the proximal femoral neck in
the thinnest region of the cortex (Kersh et al., 2013), whereas onelegged long jumps maximally loaded the anterior neck (Fig. 4).
Therefore, when femoral neck loads are of interest, the common
notion that the load associated with a given physical activity is
proportional to the ground reaction force (Kohrt et al., 1997) or
applied resistance during a maximum-effort exercise (Rhodes et
al., 2000) needs to be reconsidered because the activity type is
another important determinant of femoral neck loads. We suggest
that the various hip-spanning muscle groups recruited during
different activities have the ability to induce contrasting mechanical stimuli on the femoral neck through their different geometrical arrangement, some by acting directly in a nearby area (e.g.,
gluteus maximus), while others by influencing the hip-joint
reaction force (e.g., semimembranosus). Muscles that do not span
the hip may also contribute to the hip-joint reaction force, albeit
to a much lesser extent, by accelerating the body's segments
through dynamic coupling of the musculoskeletal system (Pandy
and Andriacchi, 2010; Correa et al., 2010).
None of the investigated physical activities were likely to cause
femoral neck fracture. This finding supports the notion that bone
fracture, in the absence of trauma, is only likely to occur when
people with severely weak bones undertake tasks that result in
abnormal loading conditions (Viceconti et al., 2012).
Our results are qualitatively consistent with clinical studies
showing that changes in BMD depend on the type of loading
intervention (Hamilton et al., 2010). Specifically, clinical investigations involving jumping and maximally-resisted muscle contractions have reported a BMD increase in the femoral neck (Bailey
and Brooke-Wavell, 2010; Rhodes et al., 2000). A high mechanical
stimulus for bone formation was found in the present study
for similar tasks. Common weight-bearing activities showed a
Fig. 8. Peak strain energy (J) normalized by either the ground reaction force
magnitude (BW) for weight-bearing activities (A) or the net joint torque (N m) for
resistance activities (B). Both the ground reaction force magnitude and the net joint
torque were calculated at the time of peak strain energy. The gray bars represent
activities categorized as low-load whereas the black bars represent activities
categorized as high-load.
small to moderate likelihood of promoting bone formation, in
agreement with previous clinical reports (Guadalupe-Grau et al.,
2009; Kemmler et al., 2004; Martyn-St James and Carroll, 2008).
For example, several researchers have investigated the potential
for walking to promote bone formation and some have reported
no change in BMD (Guadalupe-Grau et al., 2009), whereas others
have found a moderate BMD increase (Martyn-St James and
Carroll, 2008). Our results are in agreement with the work of
Martyn-St James and Carroll (2008)
One limitation of this study was that musculoskeletal loading
calculated using motion data recorded from a young volunteer
may be quantitatively different from that present in older adults
and future studies would benefit from investigating these tasks in
an elderly population. However, the calculated hip-joint reaction
force was consistent with published measurements (Bergmann et
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al., 2001) obtained from older subjects during four weight-bearing
activities (Fig. 2) with the only exception being during the late
stance phase of walking. This discrepancy likely originates from
the higher ground reaction force (1.3 BW; Table 1) recorded from
the young volunteer compared to that measured by Bergmann
et al. (2001) in elderly patients (o1.08 BW). We do not know
whether and how the calculations of the hip-joint forces are
representative of impact activities in older adults because direct
measurements of the hip contact force are not yet available under
such conditions. Nonetheless, we suggest that the normalization of
strain energy by the external loads (i.e., ground reaction forces and
joint torques) (Fig. 8) partially accounts for the variation in bone
mechanics that may arise when the same activities are performed
with different load magnitudes. Second, the study was based on a
single anatomical dataset and a representative trial for each
activity. The variability of femoral neck loads caused by different
anatomies and capabilities of performing a given activity remain
unexplored. Third, we calculated the maximal strain energy in the
femoral neck while other factors such as the loading rate, exercise
duration and the number of daily repetitions known to influence
bone response were not considered (Bailey and Brooke-Wavell,
2010). However, the use of strain energy alone has been shown to
describe the general femoral bone response to mechanical loads in
the elderly (Kerner et al., 1999). Finally, muscle forces calculated
using optimization theory may underestimate antagonist muscle
contractions (Yeadon et al., 2010). Higher levels of antagonist
muscle contraction may lead to increased strains in the femoral
neck region (Viceconti et al., 2012).
Despite the aforementioned limitations, the present findings
provide the first quantitative comparison relating indicators of bone
formation and fracture to specific physical activities using computational methods. Different activity types of similar load magnitude
resulted in a highly different potential to generate strain energy in the
femoral neck. The highest mechanical stimulus for bone formation and
fracture were associated with maximal isokinetic hip extension, onelegged long jump, and maximal isokinetic knee flexion.
In summary, the findings of this study show that activities
involving maximum hip-extension and knee-flexion contractions are
possible alternatives to high-impact activities (e.g., one-legged long
jump) for promoting femoral neck bone formation. These results may
help to inform the design of more targeted exercise regimens for
improving bone strength in the proximal femora of older adults.
Further research is necessary to elucidate the separate effects of the
different muscles on femoral neck strain and strain energy.
Conflict of interest statement
None of the authors have a conflict of interest in relation to
this study.
Acknowledgements
The authors would like to thank Sheridan Laing for her
contribution to the experiments. This study was supported
by the Australian Research Council (Discovery Project Grant
DP1095366) and an Innovation Fellowship provided by the Victorian State Government to M.G.P and an Early Career Research
project from the University of Melbourne awarded to S.M.
Appendix A. Supporting information
Supplementary data associated with this article can be found in the
online version at http://dx.doi.org/10.1016/j.jbiomech.2014.03.036.
7
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