Professional Documents
Culture Documents
DOI 10.1007/s00221-001-0904-9
R E S E A R C H A RT I C L E
Abstract The present study investigated how muscle fatigue influences single degree-of-freedom elbow flexion
movements and their associated patterns of phasic muscle activation. Maximal unfatigued voluntary isometric
elbow flexor and extensor joint torque was measured at
the beginning of the experiment. Subjects then performed elbow flexion movements over two distances as
fast as possible, and movements over the longer distance
at an intentionally slower speed. The slower speed was
close to what would become the maximal speed in the
fatigued state. Subjects then performed a fatiguing protocol of 20 sustained isometric flexion contractions of 25 s
duration with 5 s rest at 50% maximal unfatigued voluntary force. After a recovery period they repeated the
movements. The fatigue protocol was successful in inducing muscle fatigue, the evidence being decreased isometric maximal joint torque of over 20%. Fatigued
movements had lower peak muscle torque and speed.
Our principal finding was of changes in the timing of the
D.M. Corcos () J. Wilding
School of Kinesiology (M/C 194),
University of Illinois at Chicago, 901 West Roosevelt Road,
Chicago, IL 60680, USA
e-mail: dcorcos@uic.edu
Tel.: +1-312-3551708, Fax: +1-312-3552305
D.M. Corcos
Department of Psychology, University of Illinois at Chicago,
Chicago, IL 60680, USA
D.M. Corcos
Department of Neurological Sciences, Rush Medical College,
Chicago, IL 60612, USA
H.-Y. Jiang
Department of Speech-Language Pathology,
University of Toronto, 6 Queen's Park Crescent West, Toronto,
Ontario M5S 3H2, USA
J. Wilding
Department of Physical Therapy and Human Movement Sciences,
Northwestern University Medical School, Chicago, IL 60611,
USA
G.L. Gottlieb
NeuroMuscular Research Center, Boston University,
19 Deerfield Street, Boston, MA 02215, USA
Introduction
Motor control models help us relate changes in movement task to predictable changes in EMG pattern. For
example, movements of longer distances or with heavier
loads are associated with longer and larger agonist EMG
bursts and delayed antagonist muscle activation (Berardelli
et al. 1984; Gottlieb et al. 1989; Pfann et al. 1998).
Movements performed over the same distance that are
made more quickly are associated with larger, more
steeply rising EMG bursts and earlier antagonist activation (Mustard and Lee 1987; Corcos et al. 1989). These
studies changed movement by instruction or external
conditions such as load, target position or target size.
Movement also changes when muscles fatigue, a condition deliberately avoided in the studies cited above. Here
we raise the question of whether, to reduce the kinematic
consequences of muscle fatigue, there are compensatory
neural adaptations that modify muscle activation patterns. If so, are those changes predictable from studies of
unfatigued movement?
There is much research on the neural mechanisms that
underlie muscle fatigue (Gandevia et al. 1995b). Most
3
100% of his maximal voluntary contraction (MVC), and then four
isometric flexions and four isometric extensions at 50% of the just
measured maximal torque. The purpose of measuring 100% MVC
torque was to determine the extent to which fatigue reduces maximal voluntary torque. The purpose of measuring 50% MVC was
to be able to determine whether contractile fatigue has occurred.
Contractile fatigue would result in an increase in EMG at a given
level of torque (Kirsch and Rymer 1987).
The subject again performed four isometric flexions and four isometric extensions at 100% of his maximal voluntary contraction
(MVC), and then at 50% of his unfatigued MVC.
The protocol developed by Kirsch and Rymer (1987) produces
significant muscle fatigue. Fatigue causes a fall in the mean frequency of the EMG spectrum as a consequence of changes in conduction velocity in the muscle fibers. However, Kirsch and Rymer
(1987) showed that 10 min of rest following the fatigue protocol
returns the mean power frequency of the EMG signal to the prefatigue levels in both the biceps and the brachialis muscles. Thus,
after 10 min, any changes in the electromyogram induced by fatigue can be attributed to factors other than changes in conduction
velocity.
Subjects practiced the whole experimental protocol once before they took part in the experiment. The time interval between
practice and experiment was at least 48 h. Subjects did not do any
intensive exercise before they participated in the experiment.
Data analysis
Rest period 1
After the fatigue protocol, the subject rested for ten minutes to allow muscle membrane conduction velocity to return to normal
values (Kirsch and Rymer 1987). In another group of four subjects, we used only a 2-min recovery period. We used two recovery time periods so that we could both minimize the effects of recovery time on motor performance (2-min recovery protocol), and
collect data in which the EMG signal is not affected by changes in
conduction velocity (10-min recovery protocol). Since the shorter
recovery period causes ambiguities in interpreting EMG changes,
the EMG signal is not analyzed for this recovery time period.
However, the magnitude of the kinematic changes was larger for
the shorter recovery interval and allows us to demonstrate the effectiveness of this fatigue protocol.
Fast fatigued flexions at distance 1
The subject performed 11 voluntary elbow flexion movements as
fast as possible either over 20 or over 60. The order in which the
distances were performed was counterbalanced such that half of
the subjects performed the 20 movement before the 60 movement. These movements were analyzed to determine the mechanical and EMG parameters of fatigued muscle when completing voluntary movements.
The digitized EMG signals were full wave rectified and filtered
with a 10-ms moving average window for plotting the EMG time
series data (Fig. 1, Fig. 2, Fig. 5). The data in these figures were
all aligned with respect to the onset of the agonist EMG. The following parameters were calculated.
Isometric parameters
1. Maximal elbow torque (Nm): the maximal elbow torque in the
isometric contraction.
2. Integrated EMG (arbitrary unit): the EMG was integrated over
200 ms centered about the time of peak isometric elbow
torque. We chose this time interval since it was the longest
time interval that all subjects maintained a steady-state maximum contraction in the fatigued condition.
3. Torque/EMG ratio: the peak of the torque in the 50% isometric
condition divided by the EMG integrated over 200 ms centered
about the time of peak isometric elbow torque. One data set
was lost to equipment malfunction, and so these data were only
collected on seven subjects.
Movement parameters
1. Movement time (ms): the time interval from 1% of peak acceleration to the time when the velocity falls to 5% of peak velocity.
2. Peak velocity (Vmaxdeg/s): The largest value of movement velocity.
4
3. Peak elbow torque (Nm): for voluntary movement, elbow
torque was the maximum muscle torque during the acceleration phase of the movement. Elbow torque was calculated by
multiplying acceleration by the effective moment of inertia
(forearm plus manipulandum).
4. Q30 (arbitrary unit): the integral of the agonist EMG signal
from the visually marked onset to 30 ms thereafter. This parameter is used to characterize the initial slope of the agonist
EMG burst.
5. Qag (arbitrary unit): the integral of the agonist EMG from the
marked onset to the time of peak velocity. This parameter is
used to characterize the area of the first agonist EMG burst
which is responsible for the limb accelerating towards the target.
6. Qant (arbitrary unit): the integral of the antagonist EMG from
the marked onset of the agonist burst to the end of the movement (the distance at which velocity drops below 5% of Vmax).
This parameter is used to characterize the area of the antagonist burst.
7. Agonist EMG peak amplitude (arbitrary unit): the EMG peak
amplitude was measured as the maximal value in the filtered
and averaged agonist burst.
8. Cant ms: the centroid of the antagonist burst. This value is calculated by the following equation:
(1)
u (t)=1 if emg(t)K emgmax
u (t)=0 if emg(t)<K emgmax
MT is movement time, t0 is the time of start of acceleration,
emg(t) is the EMG signal in the lateral head of triceps, K is
0.75, emgmax is the peak EMG of the lateral head of triceps.
This equation resolves the location of the burst and ignores
low level activity (less than Kemgmax ). The algorithm is similar to locating the peak of the EMG burst but is less sensitive
to the details of the EMG waveform.
9. Cag ms: the centroid of the agonist burst. It is computed by
equation 1 with the integration interval bounded by the time of
peak velocity, and K is the same value as used for computing
Cant (0.75). The centroid of the agonist burst is a measure of
the duration of the biceps EMG burst.
Statistical analysis
For the maximal voluntary contractions, a paired t-test was performed to examine the effects of fatigue on the maximal elbow
torque and the EMG integral for both flexion and extension contractions. A paired t-test was also used to compare the
torque/EMG ratio in the non-fatigued condition and the fatigued
condition. For the isotonic movements, a two-way repeated-measures ANOVA was used to examine the effects of fatigue and
movement distance. A paired t-test was performed to compare the
intentionally slowed unfatigued movements with the fatigued
movements.
Results
The results are divided into four parts. Part 1 describes
the effects of fatigue on isometric muscle torque and
EMG. Part 2 describes the effects of fatigue on movement kinematics and EMG patterns. Part 3 compares the
EMG patterns of intentionally slowed unfatigued movements with those of fatigue-slowed movements. Part 4
compares the kinematic effects of a 2-min recovery interval with that of a 10-min recovery interval.
5
Fig. 1 Averaged maximum
voluntary isometric contractions in flexion (A) and extension (B) for a representative
subject. The data depict elbow
torque, biceps EMG, and lateral head of triceps EMG. The
data are from subject 7
6
Fig. 2 Averaged position, velocity, elbow torque, biceps
(agonist) EMG, lateral head of
triceps (antagonist), and long
head of triceps EMG for movements over 20 (A) and 60
(B). The data are averaged over
11 trials. Movements were performed prior to the fatiguing
protocol (pre-fatigue) and following the fatigue protocol (fatigued). The data are from subject 4
8
Fig 4 The integral of the first
30 ms of the agonist EMG (A),
the agonist peak amplitude (B),
the integral of the agonist burst
(C), the integral of the antagonist burst (D), the centroid of
the agonist (E), and the antagonist (F) for 20 (dashed line)
and 60 (solid line) movements
pre-fatigue and fatigued. The
data are averaged over eight
subjects. The data are
meanSE
Movement amplitude
Movement time
Peak velocity
Acceleration time
Deceleration time
Peak elbow torque
Q30
Agonist peak
Qag
Qant
Centroid agonist
Centroid antagonist
over two different distances. All degrees of freedom for the statistical analysis are 1, 7
Distance
20 vs 60
Interaction
Fatigue by Distance
0.38
35.14
12.79
11.85
0.02
74.63
3.33
13.66
1.30
0.32
14.94
46.84
0.555
0.001
0.009
0.011
0.882
0.000
0.111
0.008
0.291
0.591
0.006
0.000
7942
187.1
2002
81.81
90.99
14.55
0.46
8.22
39.35
10.61
111.9
183.1
0.000
0.000
0.000
0.000
0.000
0.007
0.519
0.024
0.000
0.014
0.000
0.000
0.029
0.46
26.68
0.46
0.26
0.91
2.95
0.01
0.28
0.26
0.05
0.35
0.869
0.520
0.001
0.52
0.63
0.371
0.130
0.925
0.614
0.624
0.833
0.572
Fig. 6 The centroid of the agonist (A) and the centroid of the antagonist (B) in the pre-fatigue condition, the fatigued condition
and in the intentionally slowed pre-fatigue movement condition.
The data are meanSE
This increase could be confused with an increase in recruitment or firing frequency. Therefore, even though the
changes in EMG reported after 10 min of recovery were
also seen after 2 min, we have not presented those results, since their interpretation is open to question.
Discussion
Our first hypothesis was that the rules that the CNS uses
for compensating for a fatigue-weakened muscle are the
same as those for compensating for a larger inertial load.
Our reasoning is that it is the change in the ratio of required to available force that drives the compensatory
strategy. This implies that it does not matter whether the
ratio changes because the muscle gets weaker or the load
gets heavier. This strategy has three principal rules: prolonged agonist activation, delayed activation of the late
component of the antagonist burst, and no change in the
rate at which the agonist EMG burst rises. This hypothesis was confirmed by the data. One additional finding is
that the peak agonist EMG is reduced which was not predicted. This change would tend to reduce muscle force
and therefore speed, which would be kinematically noncompensatory. On the other hand, by reducing muscle
activation, this would tend to slow the progression of fatigue, an effect that might be desirable but is incompatible with kinematic compensation.
Our second hypothesis was that the EMG changes
would be greater for short movements than for long
movements but that the kinematic effects of fatigue
would be greater for long movements than for short
ones. We found that the degree of slowing was indeed
10
Table 2 A comparison of fatigued movements and intentionally slowed pre-fatigue
movements. The results of
paired sample t-tests on the data of eight subjects when comparing the intentionally slowed
pre-fatigue movements with the
fatigued movements. The data
are averaged over eight subjects (meanSE)
Movement amplitude
Movement time
Peak velocity
Q30
Peak of agonist burst
Integral of agonist burst
Integral of antagonist burst
Centroid of agonist burst
Centroid of antagonist burst
Intentionally slowed
Fatigued
Significance
MeanSE
MeanSE
62.180.41
71115
1834
4.000.623
0.9990.198
156.122.8
245.139.3
1638
43610
62.80.61
72519
1854
4.720.934
0.9950.171
190.127.9
253.633.8
1789
46110
1.15
1.68
0.93
1.41
0.04
2.44
0.71
3.56
2.78
0.287
0.137
0.386
0.201
0.968
0.045
0.499
0.009
0.027
increase in EMG during a 50% MVC isometric contraction. Fatigue also produced a decrease in peak elbow
torque during isotonic movements without a significant
change in the area of the agonist burst. Both findings reveal a decrease in the torque/EMG relationship. Such observations are also consistent with a number of other
studies (Edwards and Lippold 1956; Hagberg 1981;
Maton and Gamet 1989; Garland et al. 1994; Miller et al.
1996; Potvin 1997). These findings define the presence
of a peripheral fatigue component, a diminished ability
of muscle to produce force.
Central fatigue and rules for muscle activation
The presence of peripheral fatigue does not rule out central fatigue as an additional factor. Central fatigue during
exercise has been defined by Gandevia et al. (1995a) as:
The decrease in muscle force attributable to a decline in
motoneuronal output (p. 281). Three of our measures of
the strength of activation, Q30, Qag and Qant were slightly
reduced by fatigue, but none of the changes reached statistical significance. The largest and most variable reduction was in Q30, which suggests that some subjects reduce the initial excitation of the muscle when fatigued
but others do not. The peak of the agonist burst was significantly reduced by fatigue and this could have reduced
peak muscle force. Hence, using Gandevia's definition,
there is evidence for central fatigue in only one of our
four measures of motoneuronal output.
However, the timing of the EMG bursts in both agonist and antagonist muscles was changed by fatigue to a
degree that could not be predicted by the way subjects
intentionally slow their movements. Fatigue prolonged
the agonist burst. If the level of muscle activation is unchanged, this increases the force output of the muscle.
Were the CNS not to do this, the movement would be
even slower. Hence, this prolongation is compensatory
for the effects of peripheral fatigue and is consistent with
the changes seen when moving a heavier inertial load in
the unfatigued state. However, the compensation is not
complete and the fatigued movement is, never the less,
slower than the unfatigued movement.
Since the fatigued movement time is greater than that
of an unfatigued movement, delay of the antagonist is
11
the reserve does not exist. These experiments do not allow us to decide this issue. That the reserve does not exist is supported by the fact that Q30 was the same for
both short and long movements in the unfatigued state.
Additionally, it has been shown that subjects can produce maximum or near maximum voluntary activation of
their muscles under laboratory conditions (see Gandevia
et al. 1998), thus suggesting that under these conditions,
a reserve does not exist.
Finally, what is the relationship between the fatigue
we have studied and the fatigue that is experienced as
the consequence of sustained hard work or exercise? One
possibility is that exercise fatigue (as we might call it) is
simply greater and less well compensated. If so, were we
to repeat our fatigue protocol enough times, we would
get larger and more significant effects. The protocol we
used was difficult and unpleasant so such an experiment
would not be easy to perform. Another possibility is that
using a less intense and noxious protocol over a longer
period of time would produce more profound and less
compensated fatigue. This should be explored. A third
possibility is that the behavioral consequences of exercise fatigue are different from the slowing of elbow flexions that we are measuring here. This would suggest that
exercise fatigue is not simply a loss of muscle strength
due to muscular and neural factors, but a loss of coordination among muscles, a very different effect, and one
that is not expressed by the study of single-joint movement. This too should be explored.
Acknowledgements This study was supported in part by the National Institute of Arthritis and Musculoskeletal and Skin Diseases
Grant R01-AR 33189 and by the National Institute of Neurological and Communicative Disorders and Stroke Grants K04-NS
01508, R01-NS 28127 and RO1-NS40902. We would also like to
acknowledge the valuable comments of Dr. Ziaul Hasan, and the
advice of Dr. Paolo Bonato and Dr. David Vaillancourt.
References
Berardelli A, Rothwell JC, Day BL, Kachi T, Marsden CD (1984)
Duration of the first agonist EMG burst in ballistic arm movements. Brain Res 304:183187
Bigland-Ritchie B, Johansson R, Lippold OCJ, Smith S, Woods JJ
(1983a) Changes in motoneurone firing rates during sustained
maximal voluntary contractions. J Physiol (Lond) 340:335346
Bigland-Ritchie B, Johansson R, Lippold OCJ, Woods JJ (1983b)
Contractile speed and EMG changes during fatigue of sustained maximal voluntary contractions. J Neurophysiol
50:313324
Corcos DM, Gottlieb GL, Agarwal GC (1989) Organizing principles for single-joint movements: II. A speed-sensitive strategy.
J Neurophysiol 62:358368
Corcos DM, Jaric S, Agarwal, GC, Gottlieb GL (1993) Principles
for learning single-joint movements I. Enhanced performance
by practice. Exp Brain Res 94:499513
De Luca CJ (1985) Myoelectric manifestations of localized muscular fatigue in humans. CRC Crit Rev Biomed Eng 11:251
279
Edwards RG, Lippold OC (1956) The relation between force and
integrated electrical activity in fatigued muscle. J Physiol
132:677681
Enoka RM, Stuart DG (1992) Neurobiology of muscle fatigue. J
Appl Physiol 72:16311648
12
Gandevia SC, Allen GM, McKenzie DK (1995a) Central fatigue:
critical issues, quantification and practical implications. In:
Gandevia SC, Enoka RM, McComas AJ, Stuart DG, Thomas
CK (eds) Fatigue: neural and muscular mechanisms. Plenum
Press, New York, pp 281294
Gandevia SC, Enoka RM, McComas AJ, Stuart DG, Thomas CK
(eds) (1995b) Fatigue: neural and muscular mechanisms. Plenum Press, New York
Gandevia SC, Herbert RD, Leeper JB (1998) Voluntary activation
of human elbow flexor muscles during maximal concentric
contractions. J Physiol: 512.2:595602
Garland SJ, Enoka RM, Serrano LP, Robinson GA (1994) Behavior of motor units in human biceps brachii during a submaximal fatiguing contraction. J App Physiol 76:24112419
Gottlieb GL, Corcos DM, Agarwal GC (1989) Organizing principles for single-joint movements: I. A speed-insensitive strategy. J Neurophysiol 62:342357
Griffin L, Garland SJ, Ivanova T (1998) Discharge patterns in human motor units during fatiguing arm movements. J App
Physiol 85:168492
Hagberg, M. (1981) Muscular endurance and surface electromyogram in isometric and dynamic exercise. J App Physiol: Resp
Env Exer Physiol 51:17
Jiang, H. Gottlieb, GL, Corcos, DM (1996) Effects of fatigue on
voluntary elbow flexion movements. Soc Neurosci Abstr
22:129
Kirsch RF, Rymer WZ (1987) Neural compensation for muscular
fatigue: evidence for significant force regulation in man. J
Neurophysiol 57:18931910
Lucidi CA, Lehman SL (1992) Adaptation to fatigue of long duration in human wrist movements. J App Physiol 73:25962603
Marsden CD, Meadows JC, Merton PA (1983) Muscular wisdom that minimizes fatigue during prolonged effort in man: