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Electro-motor stimulation (EMS) has the optimal electrical and physiological at present no clear conclusions can be
been used in the rehabilitation of parameters needed to achieve these ef- drawn about the optimal stimulation
movement disorders for many decades. fects. The electrical stimulation para- parameters.
Earlier views suggesting that such meters include the shape, frequency, The physiological parameters in-
stimulation was not useful in strength- duration and intensity of the pulse used clude the maximum level of torque pro-
ening muscle have been challenged by for stimulation, and the type, size and duced by a stimulator, the percentage
a number of recent studies (Halbach placement of the electrodes. Although of torque that should be used in the
and Straus 1980, Kramer and Mendryk a few studies (Nelson et at 1980, Mor- stimulation training programme, the
1982, Laughman et at 1983). However, eno-Aranda and Seireg 1981a, 1981b, effect of angle on torque production
the resurgence of interest in EMS to Owens and Malone 1983, Kramer et al and variations in torque production
strengthen muscle has been accom- 1984, Walmsley et af 1984) have in- with different stimulators. Another
panied by minimal investigation into vestigated some of these parameters, consideration is the training protocol
which includes the frequency, duration Few studies have compared torque voluntary contractions. Three main
and intensity as well as the progression produced by voluntary and electrically areas were investigated:
of training and the individual's re- stimulated contractions at a variety of (1) the response to stimulation of two
sponse to training. These parameters angles across joint range. For example, large opposing muscle groups in
require vigorous investigation. in isometric testing and training of the the upper limb (elbow flexors and
Controversy surrounds the relative quadriceps femoris muscle group most extensors) and a large muscle group
strength of contractions developed un- studies have chosen a single joint angle; (quadriceps femoris) in the lower
der electrical stimulation compared to predominantly 60 degrees of knee flex- limb;
voluntary effort and continues to be a ion (Table 1). Although this angle may
approximate the otimal muscle length (2) the effect of muscle length (per-
source of much debate (Lloyd et al
for maximum torque production, it centage of joint range) on the levels
1986). The work of Kots and Chuilon
does not necessarily represent the same of torque produced by EMS com-
(1975) suggested that significantly
muscle length in each subject since the pared with voluntary isometric
higher peak torques could be achieved
absolute joint range may be different. torque production; and
with EMS compared to a voluntary
effort, in the elbow flexor and other For the reasons mentioned above it (3) the level of torque produced by two
muscle groups. However, these results was decided to investigate the torque types of electrical stimulation,
have not been replicated elsewhere; in- production in upper and lower limb compared to each other and to the
deed there is a preponderance of stud- muscles with electrically stimulated and MVC.
ies on lower limb muscles, particularly
the quadriceps femoris muscle group. Table 1:
Apart from the studies of Ikai, Yabe Summary of knee joint angles used in previous studies of knee extensor
and Iischii (1967) and Kots and Chui- torque production.
Ion (1975) very little is known about
the effects of stimulation on muscles AUTHORS ANGLE OF
of the upper limb. In fact no major KNEE
study of the elbow flexors response to FLEXION
EMS could be found, despite this mus-
(degrees)
cle group being one of the groups in
which Kots and Chuilon reported
greater EMS induced torques than vol-
Boutelle, Smlth ond Molone (1965) 30
untary effort.
The theoretical basis for the results McMiken et 01 (1983) 30
claimed by the Soviet researchers sug-
gesting that the maximum tolerated Owens ond Molone (1963l 35
contraction (MTC) should be capable
of reaching levels of torque equal to,
or greater than the maximum voluntary
Currier, Lehman and lightfoot (1979) 60
contraction (MVC), have been pro- Nelson et 81 (1980) 60
posed by other authors. The work of lOlney, Walmsley and Andrew (1983) 60
Simonson (1971), Fisher and Jensen Singer et 01 (1963) 60
(1972) and Pinelli (1974) suggests that Currler and Monn (1963) 60
the number of operative motor units
in a voluntary contraction is between
loughmon et 01 (1983) 60
60 and 90 percent of the maximum Kromer et 01 (1964) 60
number of motor units (60 to 70 per Walmsley, let ts and Vooys (1984) 60
cent in untrained individuals and up to Selkowltz (1985) 60
90 percent in trained individuals). This Mohr et 01 (1985) 60
shortfall in force production or force
deficit has been termed the functional
reserve. The question of whether it is Romero et 01 (1982) 65
possible to generate a greater torque
using EMS than by voluntary effort JOhnson, Thurston and Ashcroft (1977) 90
has therefore not been definitively an- Od18 (1982) 90
swered.
Study Number One Equipment put was selected with the currents being
Methods Range of movement and torque de- 'mixed' in the stimulator before deliv-
velopment in the elbow flexors and ex- ery to the subject.
Subjects
tensors was measured with the Kinetic
Fifteen normal female subjects who
Communicator (Kin-Com), a robotic High Voltage Stimulator
were unused to electrical stimulation
dynamometer. The computer associ- An Intellect 500 high voltage stim-
participated in the study. Each subject
ated with the Kin-Com measures and ulator manufactured by the Chatta-
took part in a familiarization session
stores values of instantaneous torque nooga Corporation of the U.S.A. was
one week prior to the study. During
(in Newton meters) and angle (in de- used to provide this type of stimula-
this session each subject was stimulated
grees) at a rate of 100 sampij:s per tion. A continuous output with a flXed
to produce a maximum tolerated con-
second. frequency of approximately 65 Hz was
traction (MTC) for both muscle groups
Two types of electrical stimulator applied to the electrodes. The stimulus
at pre-determined angles in the range
were used, representing the concepts of parameters of both stimulators are
of motion. In addition, each subject
conventional interferential (IF) and shown in Figure 2.
attempted maximum voluntary con-
high voltage (HV) Stimulation.
tractions (MVC) for both muscle
groups across the range of motion. Electrodes
During the experiment, each subject Preliminary investigations indicated
was comfortably positioned in supine Interferential Stimulator that the same electrode placement was
lYing with the upper arm and shoulder An Erbe IM-l conventional interfer- necessary for both stimulators, in order
in the anatomical position to allow a ential stimulator (Electromedizin,
to avoid changing the electrode/skin
movement at the elbow joint through GmbH, West Germany), having a car-
interface. For this purpose a standard
a range of approximately 165 degrees rier frequency of 5000 Hz, modulated
conductive rubber electrode (80 mm by
with the forearm supinated. The non- to a beat frequency varYing from 50
140 mm) was attached to the skin over-
dominant limb was used for t~ting to 80 Hz in rapid rotation (approxi-
lYing the scapular region. The electrode
purposes and in fourteen subjects this mately 4.0 seconds per complete ro- was placed inside a moistened sponge
was the left arm. Figure 1 illustrates tation, ie 50 to 80 and back to 50 Hz
envelope measuring 130 mm by 150
the experimental situation. again) was used. A pre-modulated out-
INTERFERENTIAL
GENERATOR
Figure 2: Stim.ulus para~eters of ~he
conventional Interferentlal and high
voltage stimulators.
In (A) the interferential stimulus was a
medium frequency sine wave with a
pulse duration of 100 microseconds a~d
a carrier frequency of 5000 Hz. The sig-
nal was amplitude modulated to a beat-
frequency varying from 50 to 80 Hz and
back over 4 seconds. .
SUBJECT In (B), the high voltaQe pulse had a t~m
monophasic spike with a pulse duration
Figure 1: Diagrammatic view of a subject in the experimental positi.on !or testing of 100 microseconds at the base. A
of the elbow flexor and extensor muscles. The bar across the subject s forearm fixed frequency of apprOXimately 65 Hz
represents the pad attachment of the Kin-Com which registers torque. was used.
mm. This electrode sewed as the 're- occurred were expressed as a percent- to terminate the current flow at the
turn' pathway for stimulation of either age of the active range with 0070 being point of maximum tolerance of the
the elbow flexors or elbow extensors. full elbow extension, or the shortest stimulation. Thus the experimenter in-
Separate stimulating electrodes (one for length of the elbow extensor muscles itiated the contraction and determined
biceps, one for triceps, each of size 35 in the available joint range (Figure 3). its rate of increase, but the subject
nun by 90 mm) were attached directly (Joint torque for the elbow flexors was determined the final level of current
over the belly of these muscles. Each measured at the same joint angles, or flow and therefore the strength of the
electrode was also inserted into a mois- from 30 to 80070 of the flexors range contraction.
tened sponge envelope (70 mm by 135 where 0070 was the shortest length of A single contraction was produced
mm). Of the three electrodes attached the elbow flexors in the available joint or elicited at each of the six angles for
to the arm, only two at a time were range.) the six contraction conditions. Each
used, stimulating either the elbow flexor Torque was produced at each of the contraction was sustained for a mini-
or elbow extensor muscle groups. No six angles in each of six randomly pre- mum of two seconds and a maximum
specific skin preparation was used other sented conditons. These conditions of four seconds, with a force of greater
than the moistening of the surface from were: than 20 Newtons applied directly on
the electrode sponges, which had been the pad attachment. If this level of
(i) MVC for the elbow flexors
immersed in a hot 5070 Savlon solution. force application was unable to be at-
The electrodes were covered by a plas- (ii) MVC for the elbow extensors tained, a missing value in the data was
tic sheet to maintain a warm moist (iii) MTC with interferential stimula- registered and that subject's results
environment for stimulation. The plas- tion for the elbow flexors subsequently omitted from the analy-
tic sheet and electrodes were then held (iv) MTC with interferential stimula- sis. One practice trial was given for
in place by Nylatex Straps (Chatta- tion for the elbow extensors each condition at a single joint angle.
nooga Corporation). (v) MTC with high voltage stimula- In order to minimize fatigue, testing
tion for the elbow flexors consisted of a single maximum con-
(vi) MTC with high voltage stimula- traction of stimulation at each of the
Experimental Protocol tion for the elbow extensors. six joint angles. Each contraction was
Each subject was positioned as pre- developed and maintained over a period
viously described anti the active range Maximum tolerable contraction lev- of four seconds and 10 seconds rest
of motion for the elbow flexors and els were achieved by providing the sub- allowed between contractions at the six
extensors was then determined. The ject with a switch which allowed them joint angles.
weight of the forearm and hand was
determined by Kin-Com at an angle of
45 degrees from full elbow extension.
This enabled all raw data to be con-
verted to gravity compensated data in
the report programmes of the Kin-
Com. 50%
The pad attachment on the Kin-Com
lever arm was positioned at a distance
of 200 nun from the elbow axis of
rotation and rested comfortably on the 30%
forearm. The large size of the attach-
ment did not allow the forearm to be
flexed to an angle of 80070 of range
from full extension and the elbow was
therefore not fully flexed. This allowed
an experimental range of 20 to 70070 of
each subject's active range at the el-
bow. It was decided that a comparison ----------~~~~---------==::=-£~1-- 00/0
of elbow flexor and extensor torques
at particular joint angles was most de-
sirable. Therefore the six equally spaced
Figure 3: Test ranges for the elbow flexor and extensor muscles. Active range
angles at which contractions of both was defined as 1000/0 with the fully extended position representing 0% (shortest
the elbow flexors and extensors extensor muscle length).
The maximum value (gravity com- torque developed by the elbow flexors the torque produced by the elbow
pensated) of the torques at eacn"angle, and extensors during the voluntary extensors decreases with angle. At
for the elbow flexors and extensors for effort condition. It is clear from these each angle, the torque developed
all contraction conditions, was re- figures that the MTC under both forms by the elbow flexor muscle group
corded from the numeric list of data of electrical stimulation was consider- was significantly greater than the
displayed on the computer screen. The ably less than that achieved voluntarily torque produced by the elbow ex-
maximum torques were then entered for both the elbow flexors and exten- tensor muscle group, whether pro-
into a datafile for statistical analysis sors. duced under voluntary or stimu-
(descriptive statistics, 3-way analysis of Analysis of variance was conducted lation conditions (see Figures 4, 5
variance (ANOVA) with repeated on the 11 subjects with complete data~ and 6).
measures) (Winer 1971). (Table 3). The three factors were mus- (2) a significant interaction between
cle group, contraction condition and muscle group and the contraction
angle (muscle length). conditions (p < 0.01). That is, at
Results The results may be summarized as each angle there were significant
Table 2 and Figures 4, 5 and 6 show follows: differences between the level of
the mean torque produced at each joint There was no 3-way interaction be- torque produced under voluntary
angle under the three conditions stud- tween factors, and no 2-way interac- and stimulated conditions. The
ied for the elbow flexors and extensors. tion between angle and contraction largest difference occurred between
Table 2 and Figure 4 give the mean condition. However there was: the voluntary and electrical stimu-
values for maximum torque, while Fig- (1) a significant interaction between lation conditions (p < 0.01). There
ures 5 and 6 express the mean values muscle group and angle (p < 0.01). were no significant differences be-
of the maximum torque for the two That is, the torque for the elbow tween the interferential and high-
types of stimulation relative to the flexors increases with angle while voltage conditions.
Table 2:
Summary table of the elbow flexor and extensor torques at each joint angle for the three contraction
conditions.
Experimental Protocol
Each subject was randomly assigned 30
to the three contraction conditions and
tested at each angle of knee flexion.
The three conditions were: MEAN t'1'v'(:
(i) maximum voluntary isometric
20
TORQUE (Nrn)
contraction,
(ii) MTC with interferential stimula-
tion, 10
(iii) MTC with high voltage stimula-
tion.
0
The maximum value (gravity com- 20 30 40 50 60 70
pensated) of the torques at each angle,
% OF ELBO'w' EXTENSOR RANGE
for the knee extensors for all contrac-
tion conditions, was recorded from the Figure 4: Mean values for elbow flexor and extensor muscle torque production,
numeric list of data displayed on the at each angle tested.
There is some justification for meas- Torque production by two types of contributed to the lower absolute
uring the MVC or MTC in the appro- electrical stimulator compared to each torque levels from this stimulator.
priate limb position which produces the other and the MVC However, these differences were not
greatest torque. This position need not Both studies showed that there was significant. There were no differences
necessarily be the same for measuring no significant difference in the level of between the perceived comfort of
the MVC and the MTC. The MTC torque production between the types stimulation produced by the two stim-
should then be compared with the of electrical stimulation. Some subjects ulators.
angle where the MVC is maximal and were able to tolerate the full output of There are other reasons which may
not at an angle where the MVC is lower the high voltage stimulator when elic- account for the lower torque values
in absolute terms than its maximum iting an MTC from the quadriceps fe- generated in an MTC. It is possible
capability. moris muscle group and this may have that the type of electrical signal used
to stimulate the MTC was inappro-
priate, since the optimal stimulating
parameters have not been defined.
200 mnl Other types of stimulation may well
produce much larger muscle torques.
During normal physiological muscle
contraction, the smaller slow-twitch
(ST or Type I) units are recruited first
and their activity corresponds to low
levels of tension production. These
units are fatigue resistant and capable
~---+---~ 1 20 mm of maintaining low levels of tension
for long periods. As more tension is
required, the fatigue resistant fast-
twitch (Fra or Type Ila) fibers are
gradually recruited. High tension levels
170 mm are produced with the addition of high
tension-producing, fast fatiguable, fast
~}\
twitch (FIb or Type lIb) units. Thus
high muscle tension is produced by
large fast fatiguing motor unit activity
built upon a background of tension
\ produced by smaller units (Burke 1980).
The manner in which the intensity
of the stimulus is controlled may affect
the recruitment pattern of motor units.
Solomonow et al (1983) suggest that
the control of stimulus intensity in
order to modulate tension may not be
particularly effective. The larger motor
\
...; units have a lower threshold to elec-
trical stimulation (petrofsky 1978, Pe-
120 mm 140 mm trofsky and Phillips 1981) and it is
reasonable to assume that these motor
units would be activated first by the
application of an electrical stimulus of
high intensity.
In the experiments reported here, the
A B stimulus intensity was increased rapidly
to maximum tolerance within a two
Figure 9: Electrode placement for the stimulation of the quadriceps femoris second period and then held constant
muscle group. Each metal electrode was approximately one centimetre smaller
than the dimensions given above for the sponge envelopes. Moistened envelopes for a further two seconds. Such a pro-
were positioned on the thigh as indicated in B (De Domenico and Strauss 1985). tocol may elicit an altered recruitment
~
MVC
the MTC, perhaps because of the de-
• t1T( F~'Ot1 IF layed tension production by the slow-
III '-HC FPOf1 HII' twitch units and earlier fatigue by the
180 fast-twitch units.
Solomonow et oJ (1983) suggested an
160
alternate method of controlling muscle
140 tension produced by EMS. They ad-
120 vocate the use of two different types
of stimulation to the appropriate mo-
100
f1EAN TO~'QUE lJ~m)
tor nerve. One signal produces stimu-
80 lation of all motor nerves and thus
60 produces high tensions of tetanic mus-
cle contraction; the force of the muscle
40
contraction is then modulated by the
20 application of a second 'high' fre-
(I
quency signal (500 Hz) to the same
20 30 40 50 bO 70 nerve at a more distal location. This
%~~~NEE EXTH60R RANC,E
method produced effective control over
muscle tension in cat muscles and may
Figure 10: Mean values for voluntary and electrically stimulated torques have some implications for the stimu-
(IF = interferential, HV =
high voltage) from the quadriceps femoris muscle lation of human muscles.
group.
Furthermore, over-the-skin stimula-
tion (TENS) may not be the best
method for achieving high muscle ten-
sions. Direct stimulation of canine
muscles has produced torque levels ap-
proximately seven times higher than
surface stimulation (Moreno-Aranda
and Seireg 1981b). Similar results might
be possible in human subjects.
While experiments comparing torque
• IF FOR KE'S production in an MTC are unlikely to
show that EMS can produce higher
80 .. HV fOR KE'S
muscle torque than can be produced
voluntarily, they may be of value in
70 working towards defining optimal
60 stimulation parameters. While the
specific stimulus characteristics of the
t'1EAN 50 equipment are extremely important, the
PERCENT AGE OF individual responses to stimulation
40 must also be recognized. This study,
VOLUNTAF~'y'
TORQUE (%) and many others, show a considerable
30
variation in torque production from
20 electrical stimulation. It may therefore
not be appropriate to define a single
10 set of stimulus parameters. It is pos-
sible, indeed highly likely, that each
0 individual has slightly different optimal
20 30 40 50 60 70 stimulation parameters.
% OF KNEE EXTENSOR OF RANGE At the present time little is known
about the optimal stimulating para-
Figure 11: Mean torque values for maximum tolerable contractions in the quad-
riceps femoris muscle group. Results are expressed as a percentage of the MVC meters as is evidenced by the great
at each joint angle tested. variety of stimulation types used by
researchers. In most cases the choice FIsher AG and Jensen CR (1972), SCIentific Moreno-Aranda J and Serreg A (l98Ia), In-
of stimulus parameters has been based BasIS of AthletIC ConditIOning, Lea and Fe- vestigation of over-the-skin electrical stimu-
blger, Philadelphia. lation parameters for different normal mus-
more on the availability of the stu- Godfrey CM, Jayawardena H, Quance TA and cles and subjects. Journal of Biomechanics,
mulator and less on an objective anal- Welsh P (1979), Comparison of electro- 14 (9), 587-593.
stimulation and isometric exercise in Moreno-Aranda J and Seireg A (1981b), Force
ysis of the stimulus characteristics. This strengthening the quardriceps muscle, response to electrical stimulation of canine
area should be the prime focus for Physiotherapy Canada, 3 (5), 265-267. skeletal muscles, Journal of Biomechanics,
research into the wider topic of the Halbach JW and Straus D (1980), Comparison 14 (9), 595-599.
of electro-myostimulation to isokinetic train- Nelson HE, Smith MB, Bowman BR, and
clinical use of EMS. ing in increasing power of the knee extensor Waters RL (1980), Electrode effectiveness
In summary, the results from the two mechanism, The Journal of OrthopaetJic and during transcutaneous motor stimulation.
experiments reported here show a sig- Sports PhYSical Therapy, 2 (1), 20-24. Archives of PhYSIcal Medicme and Reha-
Hart DL, Stobbe TJ, Till CW and Plummer bilitatIOn, 61, 73-77.
nificant difference between the MVC RW (1984), Effect of muscle stabilization on Qdia 01 (1982), Comparison of torque pro-
produced in the elbow flexors and ex- quadriceps femoris muscle torque, Physical duced by voluntary contraction and electro-
tensors, and the MTC produced by Therapy, 64 (9), 1375-1380. stimulation in quadriceps femoris, Proceed-
Ikai M, Yabe K and Iischii K (1967), Muskelk- mgs of the IXth Conference of the World
interferential or high voltage stimula- raft und muskulare ermudung bei wilkor- Confederation ofPhysiotherapy, Stockholm,
tion. Similar differences were seen with ficher anspannungelektrischer reizung des 797-800.
muskels, Sportarzt und Sportmed, 5, 197- Owens J and Malone T (1983), Treatment
the quadriceps femoris muscle group. 204. parameters of high frequency electrical
Interferential and high voltage stimu- Johnson DH, Thurston P and Ashcroft PI stimulation as established on the Electro-Stim
lation were equally effective in prod- (1977), The Russian technique of faradism 180, The Journal of Orthopaedic and Sports
in the treatment of chrondromalacia patellae, Physical Therapy, 4 (3), 162-168.
ucting muscle contraction in the mus- PhYSIOtherapy Canada, 29 (5), 266-268. Petrofsky JS (1978), Control of the recruitment
cles tested. Given the experimental Knapik JJ, Wright JE, Mawdsley RH and and fIring frequency of motor units in elec-
protocol described in the text, the mean Braun J (1983), Isometric, isotonic, and iso- trically stimulated muscle in the cat, Medicine
kinetic torque variations in four muscle in BIOlogical Engineenng, 16, 302-308.
torque generated by the two types of groups through a range of joint motion, Petrofsky JS and Phillips CA (1981), Impact
stimulation, were in the region of 45 Physical Therapy, 63 (6), 938-947. of recruitment order on electrode design for
neural prosthetics of skeletal muscle, Amer-
to 55070 of the MVC for the ..elbow Kots YM and Chuilon VA (1975), The training
ican Journal of PhySIcal Medicine, 60, 243-
of muscular power by method of electrical
muscles and 65 to 74070 of the MVC stimulation, State Central Institute of Phys- 253.
for the quadriceps femoris muscle ical Culture, Moscow. Pinelli P (1974), Maximal responses evoked by
nerve stimulation and voluntary innervation.
group. Several important factors may Kramer J and Mendryk SW (1982), Electrical The variability of normal parameters for
stimulation as a strength improvement tech-
have combined to produce an MTC nique: a reveiw, The Journal of Orthopaedic
thenar muscles. Electromyography and Clin-
which was significantly less than the ical Neurophysiology, 14, 205-215.
and Sports Physical Therapy, 4 (2), 91-98. Romero JA, Sanford TL, Schroder RV and
corresponding MVC. Further research Kramer J, Lindsay D, Magee D, Mendryk S Fahey TD (1982), The effect of electrical
and Wall T (1984), Comparison of voluntary
is urgently needed, particularly directed and electrical stimulation contraction torques,
stimulation of normal quadriceps, on strength
and girth, Medlcme and SCience m Sports
towards defining the range of optimal The Journal of Orthopaedic and Sports and ExerCISe, 14, 194-197.
stimulation parameters. PhYSical Therapy, 5 (6), 324-331. Selkowitz DM (l985), Improvement in iso-
Lainey CG, Walmsley RP and Andrew GM metric strength of the quadriceps femoris
Acknowledgements (1983), Effectiveness of exercise alone versus muscle after training with electrical stimu-
The authors wish to thank all of the exercise plus electrical stimulation in lation, PhYSical Therapy, 65 (2), 186-196.
strengthening the quadriceps muscle, PhysIO- Simonson E (1971), Physiology of Work Ca-
subjects who participated in the two therapy Canada, 35 (1), 5-11. pacity and Fatique, Charles C Thomas,
studies. Special thanks are extended to Laughman RK, Youdas JW, Garrett TR and Springfield.
Joy Reymond for invaluable assistance Chao EYS (1983), Strength changes in the Singer KP, Gow P J, Otway WF and Williams
normal quadriceps M (1983), A comparison of electrical muscle
with the statistical analysis. femoris muscle as a result of electrical stimu- stimulation, isometric, isotonic and isokinetic
lation, PhYSical Therapy, 63 (4), 494-499. strength training programmes, New Zealand
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