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a,*
Biomechanics Laboratory, East Carolina University, 332A Ward Sports Medicine Building, Greenville, NC 27858, USA
b
Departments of Family Medicine, East Carolina University, Greenville, NC 27858, USA
c
Departments of Biostatistics, East Carolina University, Greenville, NC 27858, USA
Received 19 March 2004; accepted 18 August 2004
Abstract
Background. To compare hamstring to quadriceps muscle coactivity during level walking, stair ascent, and stair decent between
individuals with and without knee osteoarthritis.
Methods. In a cross-sectional study, subjects with grade II knee osteoarthritis (n = 26), healthy age- and gender-matched (n = 20)
and healthy, young adults (n = 20) performed three activities of daily living. During the stance phase of these activities surface electromyography was measured. Two coactivity ratios were computed, the biceps femoris to vastus lateralis ratio and the ratio of the
biceps femoris EMG activity relative to the EMG activity measured during contraction- and velocity-specic maximal voluntary
biceps femoris contraction, i.e., biceps femoris to maximal biceps femoris activity.
Findings. Subjects with knee osteoarthritis had signicantly higher coactivity than age-matched healthy adults and young adults
and healthy adults had more coactivity than young adults regardless the type of coactivity ratio. The biceps femoris to vastus lateralis ratio yielded 25% higher coactivity value than the biceps femoris to maximal biceps femoris ratio (P < 0.0001). The EMG
activity of the vastus lateralis relative to maximal vastus lateralis EMG activity was 92% in subjects with knee osteoarthritis,
57% in age-matched controls, and 47% in young adults (P < 0.0001).
Interpretation. Patients with knee osteoarthritis revealed increased hamstring muscle activation while executing activities of daily
living. Altered muscle activation at the knee may interfere with normal load distribution in the knee and facilitate disease progression. Therapeutic interventions should focus not only on quadriceps strengthening but also on improving muscle balance at the
knee.
2004 Elsevier Ltd. All rights reserved.
Keywords: Hamstring coactivity; Antagonistic muscle activity; Gait; ADL; Aging
1. Introduction
Human gait is the result of force production by coordinated activation of muscle groups. In normal gait
agonist and antagonist muscle pairs at each lower
extremity joint contract in an alternating pattern with
low levels of concurrent activity between the main acti*
Corresponding author.
E-mail address: hortobagyit@mail.ecu.edu (T. Hortobagyi).
0268-0033/$ - see front matter 2004 Elsevier Ltd. All rights reserved.
doi:10.1016/j.clinbiomech.2004.08.004
98
2. Methods
This is a non-randomized casecontrol study. We
compared the muscle activation patterns between patients with unilateral knee OA and age- and gendermatched group of old adults and a gender-matched
group of young adults. These data are part of a large
study that aims to determine how low- and high-inten-
sity exercise produces positive changes in pain and function and modies gait kinematics, kinetics, and muscle
activation in individuals with knee OA.
2.1. Subjects and design
Table 1 shows the characteristics of the 66 subjects included in this cross-sectional study. OA subjects (n = 26)
were recruited through referrals from family physicians
and advertisements in local newspapers. Potential subjects were rst interviewed on the telephone and those
who appeared to meet the inclusion criteria were interviewed in person. Using a detailed medical questionnaire, one of the investigators conrmed that the
participants, except for knee OA, were ostensibly
healthy and free from known neuromuscular-skeletal illnesses or injuries. All knee OA subjects had their diagnosis conrmed by a physician and were included with
grade II or higher bilateral knee OA in the tibiofemoral
compartment (Kelgren and Lawrence, 1957). OA subjects exhibited chronic and stable knee pain, radiographic signs of hypertrophic changes, marginal spur
formation, subchondral sclerosis or cyst formation,
non-uniform joint space narrowing, and had diculty
while rising from a chair, and ascending or descending
stairs. Exclusion criteria were medical conditions that
precluded safe participation (e.g. heart disease, stroke,
insulin dependent diabetes, osteoporosis), rheumatoid
arthritis, using medication that caused dizziness, unstable medication schedule, history of falls or other motor
decits, severe recent modications of diet, inability to
walk up and down a ight of stairs, corticosteroid injection within the past 30 days, inability to comprehend
and follow instructions, and an apparent lack of commitment to participation. The OA participants were
remarkably healthy except for knee OA.
Table 1 also shows the characteristics of the healthy
comparison group (n = 20). Except for knee OA, knee
pain, and poorer mobility, the subjects in this comparison group met the same exclusion and inclusion criteria
as the OA patients. To control for the eect of age on
muscle coactivity, we also included a group of healthy
Table 1
Subject characteristics
Variable
Age, years
Height, m
Mass, kg
Mean
SD
Mean
SD
Mean
SD
OA subjects
Men
Women
Healthy
Men
Women
Young
Men
Women
26
7
19
20
7
13
20
10
10
58.4
62.4
56.9
58.5
65.4
58.5
21.4
22.3
20.4
8.8
13.9
8.8
10.1
10.7
10.1
1.9
1.3
2.0
1.67
1.75
1.64
1.70
1.75
1.67
1.73
1.78
1.67
0.08
0.08
0.07
0.08
0.10
0.05
0.08
0.05
0.07
87.1
96.9
83.4
68.9
81.0
62.4
70.1
74.4
65.8
18.3
17.7
17.5
12.3
11.9
6.0
14.1
12.2
15.1
young adults (n = 20). All subjects signed a written informed consent form that was approved by the University Institutional Review Board.
2.2. Testing procedures
2.2.1. General testing protocol
Subjects visited the laboratory on 3 days. On their
rst visit, subjects were interviewed, familiarized with
the testing equipment and environment, and signed the
consent form. On the second visit surface EMG activity
from specic muscles were recorded during level walking, stair ascent, and stair descent. On the third visit
EMG activity was recorded during maximal isokinetic
knee extension and exion. The order of these test sessions was alternated between subjects. Each testing session lasted about 1 h. Twelve OA subjects were re-tested
to assess reliability of the dependent variables. For these
subjects, the test 1 data were used in the analyses.
Subjects dressed in a T-shirt and form-tting, spandex cycling shorts. Height and weight were measured
and in OA subjects the level of knee pain was recorded.
The skin over the bula head, vastus lateralis, the biceps
femoris, tibialis anterior, and gastrocnemius lateralis
was shaved and alcohol washed on the involved side in
OA and dominant side in healthy subjects. Two singleuse diagnostic ECG electrodes (ConMed Inc., Utica,
NY, USA) were attached to each muscle belly with a
2.5 cm center-to-center inter-electrode distance to detect
surface EMG activity. The ground electrode was placed
on the skin over the bula head. The electrode cables
were placed inside the spandex shorts to avoid interference with movement of the leg.
As a general warm-up, subjects rode a bicycle ergometer at 60 RPM for 5 min at 0.52.0 kg resistance and
performed 3 min of lower extremity stretching. Measurements were performed on the leg for which the subject
reported more pain (OA group) or on the dominant
leg (control groups), determined by kicking a ball.
2.2.2. Knee pain
Subjects verbally rated their knee pain in each leg
immediately before testing on a 5-point scale (0 = no
pain, 1 = slightly painful, 2 = moderately painful,
3 = very painful, 4 = excruciatingly painful) during level
walking, walking up stairs, walking down stairs, and rising from a chair. The mean of the pain scores recorded
on the two testing days was the dependent measure.
2.2.3. ADLs
EMG activity was measured during level walking,
stair ascent, and stair descent. For level walking, participants walked through the experimental area for several
minutes until they were relaxed and comfortable. A
starting point was selected so that the more painful foot
(OA) or the dominant foot (control subjects) would con-
99
100
3. Results
Reliability intraclass correlation coecient of BF/VL
and BF/BFmax was R = 0.79 for level walking, R = 0.94
for stair ascent, and R = 0.78 for stair descent. The test
retest mean dierences in coactivity ratio were 1%
(level walking), 4% (stair ascent), and 3% (stair descent). On a scale from 0 to 4, OA patients reported pain
of 1.83 (SD 0.29). These data indicate that the OA subjects in this study had pain levels similar to those in previously reported studies (Al-Zahrani and Bakheit, 2002;
Hurley, 2003; McAlindon et al., 1993; OReilly et al.,
1997). Immediately after testing, knee pain was 1.62
(SD 0.16), suggesting that the testing did not increase
pain compared with rest. Healthy adults and young subjects did not report any knee pain.
Table 2 shows the BF/VL and BF/BFmax coactivity
ratios during level walking, stair ascent, and stair descent. The top portion of Table 2 shows the cell means
that make up the Group by Task by Ratio 3-way interaction. This interaction was not signicant (F = 1.4, P =
0.3294). There was a signicant Ratio main eect
(F = 13.7, P < 0.0001), indicating that the BF/VL ratio
yielded 25% higher coactivity value than the BF/BFmax
101
Table 2
Group data of the coactivity ratios
Task
Level walking
Stair ascent
Stair descent
All tasks
Group
BF/VL
OA
Healthy
Young
OA
Healthy
Young
OA
Healthy
Young
OA
Healthy
Young
All groups
BF/BFmax
Mean
SD
Mean
SD
105
64
46
48
31
14
78
49
31
77a
48b
30
39
19
23
19
14
11
42
19
18
33
17
18
72
25
17
58
36
26
57
34
23
62a
32b
22
47
12
9
36
21
8
45
20
11
43
18
9
52
23
39c
23
Values are percent biceps femoris to vastus lateralis (BF/VL) and biceps femoris EMG activity measured during ADL relative to maximal EMG
activity measured during a maximal voluntary contraction (BF/BFmax). The Group by ADL by Ratio 3-way interaction was not signicant (top
portion). The Group and the Ratio main eect were both signicant (bottom portion). OA = subjects with knee osteoarthritis.
a
Compared with Healthy and Young without knee OA (P < 0.05).
b
Compared with Young (P < 0.05).
c
Compared with BF/VL ratio (P < 0.05).
Table 3
Group data for vastus lateralis EMG activity
Task
Level walking
Stair ascent
Stair descent
All tasks
OA
Healthy
Young
Mean
SD
Mean
SD
Mean
SD
75
118
83
92*
44
51
32
42
35
71
64
57
22
36
26
27
21
74
48
47
16
29
36
26
Values are percent, expressing the vastus lateralis EMG activity measured during ADLs relative to the EMG activity measured during a maximal
voluntary contraction. See Section 2.3 more details. OA, osteoarthritis; Healthy, healthy adults matched for age with OA; Young, young adults.
*
Signicantly dierent from Healthy and Young (P < 0.05).
102
4. Discussion
The main nding in this study was that hamstring
muscle coactivity during ADLs was greater in OA subjects compared with age- and gender-matched healthy
adults and young adults. We also found that subjects
with knee OA performed ADLs with a substantially
higher relative EMG activation of the quadriceps muscle
than control subjects. Thus, a new nding was that subjects with knee OA execute ADLs with an altered muscle
activation pattern compared with healthy adults.
It is well documented that knee OA is associated with
quadriceps weakness (Hurley, 2003; McAlindon et al.,
1993; OReilly et al., 1997; Slemenda et al., 1997). One
consequence of a reduced contribution of torque from
the agonist muscles to the net knee joint torque is a decrease in knee joint stability (Solomonow et al., 1987).
Indeed, most but not all (Al-Zahrani and Bakheit,
2002) studies found that OA subjects ambulate on level
surface and stairs with less knee and more hip exion
and reduced knee and increased hip torques (DeVita
et al., 2002; Kaufman et al., 2001; Pai et al., 1994). When
healthy adults walk with more hip exion the EMG
activity of the hip extensors increase (Grasso et al.,
2000). The present results for all three ADLs agree with
this activation pattern. We observed 1.6 (BF/VL) and
1.9-fold (BF/BFmax) higher hamstring muscle coactivity
in OA compared with healthy adults and 2.6 and 2.8fold more coactivity compared with young adults. The
functional interpretation of these data is that OA subjects increase hip extensor muscle activity in a compensation for impaired quadriceps function and shift the
locus of power generation to the hip joint unaected
by OA (DeVita et al., 2002; Pai et al., 1994). Additional
roles of an increased hamstring muscle activity in knee
OA are to stabilize the knee by increasing the compressive force, improve the eccentric control of loading,
and increase ligament protection during stance phase
(Bernardi et al., 1997; Ebenbichler et al., 1998; Hagood
et al., 1990).
The hamstrings are two-joint muscles and act as exors at the knee and function as extensors at the hip. It is
dicult to separate hip and knee function of the hamstrings in gait. The current analysis revealed that the
hamstring activity was heightened in OA at least
200 ms before heel strike and through the duration of
the stance phase, the entire duration of the analysis window. This increased hamstrings coactivity is probably
used as much in positioning and accelerating the limb
prior to heel strike as it is in supporting and propelling
body mass during the stance phase and increasing overall knee stability.
103
Acknowledgments
This study was supported in part by an NIA
AG16192 grant (to T.H.) and by a research and creative
activity grant from East Carolina University Faculty
104
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