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Journal of Electromyography and Kinesiology 19 (2009) e197–e205


www.elsevier.com/locate/jelekin

Changes in the medial–lateral hamstring activation ratio


with foot rotation during lower limb exercise
Scott K. Lynn *, Patrick A. Costigan 1
School of Kinesiology and Health Studies, Physical Education Centre, Room 223, Queen’s University Kingston, Ontario, Canada K7L 3N6

Received 29 October 2007; received in revised form 23 January 2008; accepted 23 January 2008

Abstract

This paper investigated whether the ratio of medial–lateral hamstring muscular activation could be altered with changes in foot rota-
tion position (both internal and external rotation) during three standard lower limb exercises. It has been suggested that those with med-
ial compartment knee OA activate the lateral hamstrings more than the medial to help unload the diseased compartment; therefore,
preferential activation of this muscle during lower limb exercise may help to further decrease the stresses on the articular cartilage
and be an effective intervention for knee OA and lateral hamstring injury. Thirteen healthy young adult subjects were tested and average
medial and lateral hamstring EMG data during the full exercise, as well as the concentric and eccentric phases, were used to calculate the
medial–lateral (M–L) hamstring activation ratio for each exercise and foot position. Results suggest that internal foot rotation increases
the M–L hamstring activation ratio while external foot rotation decreases this ratio. Therefore, altering the position of the foot during
standard lower limb exercise can help selectively activate the medial or lateral hamstring muscle groups. This selective activation may
have implication in treating symptoms of knee osteoarthritis and hamstring injury; but, longitudinal intervention studies would be
needed to determine clinical utility.
Ó 2008 Elsevier Ltd. All rights reserved.

Keywords: Biomechanics; Hamstring curl; Hamstring bridge; One-legged deadlift; Knee osteoarthritis; Hamstring injury

1. Introduction moment is determined by a ground reaction force vector


that acts medially to the knee center in the frontal plane
Exercise is an effective tool in the treatment and preven- creating a varus load on the knee, thus, increasing the stress
tion of musculoskeletal injury and disease. Although this is on the knee’s medial compartment. Because of our limited
the case, more research is needed into specific forms of ability to produce a moment in the frontal plane to coun-
exercise that would be beneficial in preventing and treating teract this external moment using muscular contractions,
certain conditions such as knee osteoarthritis (OA) it is difficult to control the increased stress placed on the
(Bijlsma and Dekker, 2005). articular cartilage. Recently, however, it was reported that
The external adduction moment produced at the knee persons with medial compartment knee osteoarthritis show
during gait has been implicated in the development and increased activity of the lateral hamstrings (biceps femoris)
progression of knee osteoarthritis (Hurwitz et al., 1998; and decreased activity of the medial hamstrings (semitendi-
Lynn et al., 2007; Miyazaki et al., 2002; Weidenhielm nosus and semimembranosus) during gait as compared to
et al., 1992; Schnitzer et al., 1993). For the most part, this healthy controls (Hubley-Kozey et al., 2006). This may
be an attempt to unload the diseased compartment and
*
control (in this case reduce) the external knee adduction
Corresponding author. Tel.: +1 613 533 2658.
E-mail addresses: slynner@hotmail.com (S.K. Lynn), 3pac13@post.-
(varus) moment by manipulating hamstring activation to
queensu.ca (P.A. Costigan). produce a counteracting internal muscular knee abduction
1
Tel.: +1 613 533 6603; fax: +1 613 533 2009. (valgus) moment. To our knowledge, the role of the

1050-6411/$ - see front matter Ó 2008 Elsevier Ltd. All rights reserved.
doi:10.1016/j.jelekin.2008.01.007
e198 S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205

hamstrings in attenuating the frontal plane knee moments medial and lateral hamstrings and avoid these negative
has not been investigated previously. adaptations would be to design exercises that preferentially
Since the torque produced by the medial and lateral activate the lateral hamstrings. Since the lateral hamstrings
hamstrings may play a role in attenuating the frontal plane contribute to external rotation of the tibia and the medial
loading (Hubley-Kozey et al., 2006), the ability of these hamstrings contribute to internal rotation of the tibia at
muscles to produce torque becomes important. Due to the knee (Kendal et al., 2005), perhaps internal and exter-
their line of action in the frontal plane (Kendal et al., nal rotation of the foot during standard hamstring exercise
2005), the medial and lateral hamstrings have potential to may be able to selectively activate medial and lateral ham-
produce internal knee varus and valgus moments, respec- strings, respectively. Electromyographic (EMG) recordings
tively. However, the capacity of the medial and lateral taken during isometric manual muscle testing show that the
hamstrings to generate torque may not be equal. One rea- medial and lateral hamstrings can be preferentially
son is that the moment arm of the lateral hamstrings is recruited using tibial rotation (Mohamed et al., 2003); yet
roughly half that of the medial hamstrings (Spoor and the relationship between foot rotation and medial/lateral
Vanleeuwen, 1992); therefore, given the same force produc- hamstring muscle activation has not been investigated dur-
tion, the lateral hamstrings would produce a smaller ing standard hamstrings exercises. Therefore, the purpose
moment. A second reason relates to the ability of the ham- of this study is to investigate the change in EMG activity
string muscles to produce force. In a cadaver study (Wood- of the medial and lateral hamstring with foot rotation dur-
ley and Mercer, 2005), the physiological cross-sectional ing three standard hamstring exercises. It is hypothesized
area of the medial hamstrings (semitendinosus and semi- that internal rotation will favour the activation of the med-
membranosus) was reported as 23.83 cm2, while it was ial hamstrings, while external rotation will favour the lat-
13.04 cm2 for the lateral hamstrings (biceps femoris-long eral. Understanding the relationship between muscle
and short head). Therefore, given the same activation level, activation and foot rotation may help us understand the
the lateral hamstrings again would produce a smaller proposed hamstring imbalance, help design injury preven-
moment. It would seem that there is an inherent imbalance tion and rehabilitation exercise protocols, and discover
favoring the medial hamstrings. how to redistribute the stress on the soft tissues of the knee.
This hypothesis is somewhat supported by the athletic
injury literature, where the biceps femoris has been consis- 2. Methods
tently identified as the most commonly injured hamstring
2.1. Participants
muscle (De Smet and Best, 2000; Garrett, 1996; Koulouris
and Connell, 2003; Slavotinek et al., 2002; Woods et al., Participants were 13 (6 M) healthy, active subjects with no
2004). Reasons given for the increased injury rate to the history of serious lower limb trauma or surgery. The university’s
biceps femoris include differential innervation of the long Research Ethics Board approved the study and the participants
and short heads, leading to asynchronous activation and provided informed consent prior to participation. The partici-
the inability to produce the required torque to respond to pants had a mean age of 27.7 (SD 4.0) years, with a mean height
external demands (Burkett, 1970). The different moment of 1.72 (SD 0.14) m and a mean body mass of 70.2 (SD 15.8) kg.
arm lengths and cross-sectional areas may also help to
explain the failure to produce the required torque, some- 2.2. Instrumentation
thing that has not been suggested in the literature.
While much of the stress on the knee’s medial compart- A Bortec AMT-8 (Bortec Inc., Calgary, AB, Canada) 8
channel EMG system was used to collect all EMG data (differ-
ment is due to the axial load of body, the suggested imbal-
entially amplified with a gain of 1000, bandpass 10–500 Hz,
ance in the torque producing potential between the medial CMRR = 115 dB (at 60 Hz), input impedance of 10 GX). Fol-
and lateral hamstrings may be another factor that explains lowing standard skin preparation, silver–silver chloride electrodes
why medial knee OA is more common in Western popula- were applied in a bi-polar configuration (3.0 cm centre-to-centre)
tions than lateral compartment disease (Felson, 1998). If in line with the muscles fibers over the biceps femoris (lateral
the adduction moment is a risk factor for the development hamstrings) and semimembranosus/semitendinosus (medial
and progression of knee osteoarthritis, then control of this hamstrings) and the motor point was avoided. Also, EMG data
moment will be important in countering the impact of knee was collected from the vastus medialis, vastus lateralis, medial
OA. Weaker lateral hamstrings are unable to produce a gastrocs, lateral gastrocs, and gluteus medius muscles but only the
strong counter-balancing abduction moment that would hamstring data was analyzed in the current work. A National
help unload the medial compartment and reduce the dam- Instruments (National Instruments, Austin, TX, USA) 12-bit A/
D card converted the EMG data from analog to digital form and
age that can be done by an excessive adduction moment.
a customize LabView 6.1 (National Instruments, Austin, TX,
Appropriate muscle function occurs when the required USA) program collected the EMG at 1000 Hz. Before data col-
postural and movement tasks are performed in a well coor- lection began, an EMG trace was recorded at rest. This resting
dinated manner so that there are no negative adaptations muscle activity was subtracted off of the EMG signal recorded
by the musculoskeletal system (i.e. muscular injury or car- during exercise. In addition, a reference trial where subjects
tilage wear) (Schlumberger et al., 2006). One way to coun- walked at a self-selected pace was collected. The EMG data
teract the proposed mechanical imbalance between the recorded in this condition were used as reference data for nor-
S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205 e199

malizing the magnitude of the EMG collected during the a binary (on/off) channel along with position and orientation
exercises. data.
During the exercise trials, kinematic data was collected with a
Fastrak LibertyTM (Polhemus Inc., Corchester, VT, USA) elec- 2.3. Protocol
tromagnetic motion tracking system. Four sensors were attached
using TufskinÒ spray and stretchy fabric-based adhesive tape to Subjects performed three hamstring exercises while EMG and
the lateral aspect of the foot, shank, thigh and pelvis (mid iliac kinematic data were collected: Hamstring curl (Fig. 1), Hamstring
crest) as far away from EMG electrodes as possible. Three bridge (Fig. 2), One-legged deadlift (Fig. 3).
dimensional position and orientation data for each sensor was Before data collection was begun, the subject performed sev-
collected using specialized software created for the Liberty sys- eral practice trials and a metronome was set to their self-selected
tem. Data was collected at 240 Hz. Before each exercise was pace. The subjects then listened to the metronome while they
collected a one second reference position trial was collected so performed each trial and were then asked to maintain that same
that subsequent joint angles could be set to zero for this position. pace. Any trial where the subject did not maintain a consistent
The EMG and kinematic data were synchronized using a pace was disregarded and repeated. This ensured that for any
switch that sent a pulse to each system. The switch was turned on exercise all trials were performed at the same speed.
after both systems had begun collecting but before the subject During testing, subjects performed five trials (15 total repeti-
began the exercise and was turned off after the exercise was tions) of each exercise in the three foot rotation conditions: (1)
complete. The pulse was sent, through a T connector, simulta- Straight foot (STR), (2) Externally rotated foot (EXT) and (3)
neously to an extra channel on the breakout box that collected the Internally rotated foot (INT). For the hamstring bridge and the
EMG, and to the synch port on the Liberty system; which output one-legged deadlift, tape marks were made on the floor marking

Fig. 1. Hamstring curl exercise – subject lies prone on a standard hamstring curl machine and performs a knee flexion (concentric hamstring contraction)
followed by a controlled knee extension (eccentric hamstring contraction) back to the starting position. Note: CON = concentric hamstring contraction;
ECC = eccentric hamstring contraction.
e200 S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205

Fig. 2. Hamstring bridge exercise – subject lies supine with the test leg knee at 90°, hips on the floor, and performs a posterior pelvic tilt (concentric
hamstring contraction) to raise the hips up off the floor, followed by a controlled anterior pelvic tilt (eccentric hamstring contraction) to return to the
starting position. Note: CON = concentric hamstring contraction; ECC = eccentric hamstring contraction.

the position of the 2nd toe for each of the three conditions. For during the exercise trials were processed by first referencing
the hamstring curl, subjects were just asked to internally and all orientations to the static reference position trial. The
externally rotate as much as they comfortably could. The weight floating axis method (Grood and Suntay, 1983) was then
used for the hamstring curl exercise was self-selected by the sub- used to calculate the hip (pelvis and thigh), knee (thigh
ject as a weight they felt they could comfortably handle for 15
and shank) and ankle (shank and foot) angles during the
repetitions. The order in which the exercises were performed was
exercise trials. The angle about the medial–lateral axis of
randomized, as was the order of the 15 repetitions. A convenient
recovery time was allowed between repetitions. the hip (Hamstring bridge and one-legged deadlift) and
knee (Hamstring curl) was used to calculate the range of
motion during each trial. This data was used to ensure that
3. Data processing the exercise ROM was not different between foot rotation
conditions.
The orientation data from the FastrakÒ sensors Raw EMG data for the quiet resting trial, the gait refer-
attached to each segment (pelvis, thigh, shank and foot) ence trial and all exercise trials were full wave rectified and
S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205 e201

Fig. 3. One-legged deadlift exercise – subject stands on one leg with a dowel behind their back touching their head, thoracic spine, and sacrum (to ensure
motion comes from the hip) and performs an anterior pelvic tilt (eccentric hamstring contraction) creating hip flexion, followed by a controlled posterior
pelvic tilt (concentric hamstring contraction) extending the hip back to the starting position. Note: CON = concentric hamstring contraction;
ECC = eccentric hamstring contraction.

filtered using a second order, low pass, double pass Butter-


worth filter with a cut-off frequency of 3 Hz. Resting mus-
cle activity was then subtracted off of the exercise EMG
data and the modified exercise EMG data was amplitude
normalized using the gait trial data. This gave exercise
EMG as a percent of gait activation.
Processed gait and motion data were synchronized using
the switch channel. Since the EMG and kinematic data were
collected at different rates, both were interpolated to 101
points (0–100% of the exercise cycle). Kinematic data were
used to define the exercise cycle and split the EMG into con-
centric and eccentric phases for separate analyses. This was
done by identifying the peak of the joint angular displace-
ment data for each trial and then moving forward and back-
wards until the angular displacement dropped below 1°
(cycle start and stop). Therefore, the full exercise was defined
as cycle start to stop and the concentric/eccentric phases
Fig. 4. Plot of one trial of data (hamstring curl) showing how the motion
were from cycle start to peak ROM and peak ROM to cycle data was used to define the full cycle, concentric and eccentric phases of
end, respectively. An example plot of this process is shown in the exercise for separate analysis.
Fig. 4. For each subject, foot condition and exercise, the five
5 EMG trials were averaged to give a mean curve from which p < 0.05). If there was a main effect for foot rotation, all
the peak EMG activity and the mean of the concentric and simple contrasts (INT–STR, EXT–STR, INT–EXT) were
eccentric phases were computed. tested to determine the differences between individual con-
ditions. Similar repeated measures ANOVA were con-
3.1. Statistical analysis ducted on the joint ROM values to ensure they were not
different across conditions; and to test for differences in
The EMG values were extracted from the average curves the M/L activation ratio across the three exercises in the
for the medial and lateral hamstrings for each subject and straight foot position only.
used to calculate the medial–lateral (M/L) hamstring acti-
vation ratio. These activation ratios were then tested across 4. Results
the three foot rotation conditions using repeated measure
ANOVAs with Bonferroni corrections to adjust the critical Average foot angles and joint range of motion data are
p-value for multiple comparisons (significance level of shown in Table 1 for all three exercises across the three foot
e202 S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205

Table 1
Average (n = 13) Foot rotation angles and joint range of motion angles
HamCurl HamBridge Deadlift
EXT STR INT EXT STR INT EXT STR INT
Foot angle 30.0 1.0 30.3 19.3 0.0 24.5 17.8 0.9 17.4
(9.3) (2.5) (10.5) (5.0) (1.1) (7.4) (6.9) (3.0) (4.9)
Joint range of motion* 122.4 121.7 120.3 32.6 31.6 32.0 53.1 56.1 56.7
(11.0) (9.0) (8.3) (5.6) (6.1) (6.3) (12.4) (11.9) (12.3)
Numbers are presented as mean (SD) in degrees.
*
Joint range of motion is calculated at the hip for the HamBridge/deadlift, and at the knee for the HamCurl.

rotation conditions. It should be noted that there was no


effect of foot rotation on joint range of motion values for
any of the three exercises.
Figs. 5–7 show the M/L hamstring activation ratios.
Fig. 5 displays these values for the full curve, or entire exer-
cise; Fig. 6 and seven display these values for the concentric
and eccentric phases of the exercise, respectively. The M/L

Fig. 7. Medial–lateral hamstring activation ratios for the eccentric phase


(error bars represent ±1 SD). Note: different letters = significant differ-
ences at p < 0.05.

hamstring activation ratio decreased in all subjects when


the foot was externally rotated and increased when the foot
was internally rotated; hence, there was a main effect for
foot rotation in all cases (p < 0.05) and all simple compar-
isons were significant with one exception. The eccentric
phase of the one-legged deadlift exercise (Fig. 7) displayed
Fig. 5. Medial–lateral hamstring activation ratios for the full exercise the same trend as the other data and there was a main effect
cycle (error bars represent ±1 SD). Note: different letters = significant
for foot rotation, but only one simple comparison (EXT–
differences at p < 0.05.
STR) was significant. This was due to the large variability
between subjects especially in the internally rotated foot
position.
There was also a main effect for exercise in the
straight foot position (p < 0.05) as the M/L hamstring
activation ratio was greater in the one-legged deadlift
exercise than it was for the other two exercises. This acti-
vation ratio for the straight foot condition was at or
slightly below 1 for the hamstring curl and hamstring
bridge exercise, but was greater than 1 (indicating that
the relative activation of the medial hamstrings was
greater than that of the lateral hamstrings) for the one-
legged deadlift exercise.

5. Discussion

Fig. 6. Medial–lateral hamstring activation ratios for the concentric phase


The main findings of this study are: (1) Active external
(error bars represent ±1 SD). Note: different letters = significant differ- rotation of the foot selectively activates the lateral ham-
ences at p < 0.05. strings and active internal rotation of the foot selectively
S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205 e203

activates the medial hamstrings; (2) The one-legged deadlift externally rotated to target the lateral hamstrings and
had an increased ML hamstring activation ratio as com- potentially reduce the proposed medial–lateral hamstring
pared to the other two exercises and was the only exercise imbalance.
to favour the activation of the medial hamstrings in the The reason for this change in hamstring muscle acti-
straight foot position and (3) The ML hamstring activation vation ratios with foot rotation may have to do with
ratio during the eccentric phase of the one-legged deadlift hamstrings’ role in producing transverse plane rotations
exercise produced an unexpected result, as it was not signif- at the knee (i.e. rotation of the tibia). Along with the
icantly different from the normal or externally rotated common function of sagittal plane flexion, the medial
positions. and lateral hamstrings can also produce internal and
During the hamstring exercises tested in this study, external rotations at the knee, respectively (Kendal
external rotation of the foot changed the ratio of medial– et al., 2005). It may be that the subjects actively
lateral muscle activation to favour the lateral hamstrings; rotated their foot prior to performing an exercise and
and internal rotation changed the ratio to favour the med- this pre-activates the musculature and increases its
ial hamstrings. This change in hamstring activation pat- responsiveness to the load applied during the exercise
terns is in accordance with previous work (Mohamed relative to the its non pre-activated counterpart, which
et al., 2003) and could be used to control the proposed may have to relax to allow the tibia to rotate into
frontal plane moment imbalances. By performing ham- position.
string exercises with the foot in an externally rotated posi- Foot rotation produced similar changes in the ham-
tion, one could increase the force producing capacity of the string activation ratio in all exercises (increased ratio
lateral hamstrings more than the medial hamstrings, which with internal rotation and decreased ratio with external
could help overcome the smaller moment arm (Spoor and rotation), but the one-legged deadlift provided some
Vanleeuwen, 1992) and cross-sectional areas (Woodley aberrant results when compared to the other two exer-
and Mercer, 2005) of the lateral musculature. A change cises. For the straight foot position, the one-legged dead-
in the moment balance has implications in helping to shift lift had an increased M/L activation ratio and was the
the stress off of the knee’s medial compartment by produc- only exercise where this ratio favoured the activation of
ing and internal valgus moment at the knee with the the medial hamstrings (ratio greater than 1). This may
hamstrings. be because the one-legged deadlift is the only exercise
Although the proposed imbalance suggests that in performed in weight bearing. Under these conditions,
most people the lateral hamstrings are weaker than where the joint is loaded and balancing on one leg is
the medial hamstrings, this may not be the case in required, there may be a tendency to activate the stron-
everyone. Recent epidemiological data suggests that in ger muscle group (medial hamstrings) to stabilize the
Asian populations, the occurrence of lateral compart- body. If this is carried over to the single limb support
ment knee OA is much more common than it is in phase of the gait cycle, then increased medial hamstrings
Western populations (Felson et al., 2002). We know activation may be counter productive to joint health.
that in lateral compartment disease the frontal plane Increased activation of the medial hamstrings during sin-
knee moment during gait favours the loading of the lat- gle limb support would produce a varus moment at the
eral compartment (Lynn et al., 2007; Weidow et al., knee which would, along with the external varus moment
2006) and therefore, these patients would theoretically produced during walking (Eng and Winter, 1995),
want to increase their internal knee adduction (varus) increase the stress on the cartilage of the medial
moment to take the stress off the diseased lateral com- compartment.
partment. The current data suggests that this may be The eccentric phase of the one-legged deadlift exercise
accomplished by performing hamstring exercises with also produced the only simple comparison that did not
the foot internally rotated as this selectively activates reach significance, as the internal rotation condition was
the medial hamstrings which could potentially increase not different from the straight or external rotation condi-
the strength of this muscle group more than the lateral tions (Fig. 7). One reason the eccentric phase of the one-
hamstrings and shift the moment balance towards the legged deadlift produced an anomalous result may be that
medial compartment. it is the only one of the three exercises where the ham-
Another potential use for the alteration of the M/L strings are stretched beyond their resting length, as the
hamstring activation ratio during lower limb exercise initial phase of this exercise is an eccentric stretch of the
would be in the rehabilitation and prevention of hamstring hamstring muscles when the pelvis and trunk are rotated
injuries in athletic populations. Since the prevalence of anteriorly during hip flexion. The other two exercises
injury to the lateral hamstring (biceps femoris) is much involve an initial concentric shortening of the hamstring
higher than the medial hamstrings in athletic populations musculature followed by an eccentric return to resting
(De Smet and Best, 2000; Garrett, 1996; Koulouris and length, therefore the hamstring muscles are never
Connell, 2003; Slavotinek et al., 2002; Woods et al., stretched beyond their resting length in the hamstring
2004), those prone to lateral hamstring injury may also bridge and hamstring curl. This initial eccentric stretch
benefit from performing hamstring exercise with the foot may create differing muscular reactions depending on
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S.K. Lynn, P.A. Costigan / Journal of Electromyography and Kinesiology 19 (2009) e197–e205 e205

Scott K. Lynn, PhD received his doctorate degree Patrick A. Costigan, PhD received his BPHE
in biomechanics from the School of Kinesiology from the University of New Brunswick and both
and Health Studies at Queen’s University. He also his MSc and PhD degrees from Queen’s Univer-
received a Masters in biomechanics and two sity. He is currently an Associate Professor in the
undergraduate degrees (in Physical and Health School of Kinesiology and Health Studies at
Education and in Life Science) also from Queen’s. Queen’s and is cross-appointed to the School of
His research has concentrated on examining the Rehabilitation Therapy. Dr. Costigan’s research
mechanical factors involved in the development is focused on the biomechanical evaluation of the
and progression of musculoskeletal injury and lower limb in activities of daily living such as
disease. He is also extremely interested in the walking and stair climbing with an emphasis on
potential use of movement pattern correction factors that contribute to successful performance.
exercise in both improving athletic performance and slowing/preventing
the onset of injury and degenerative disease. He is currently working as a
post-doctoral fellow in the Kinesiology department at the University of
Waterloo.

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