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Gait and Posture 10 (1999) 10 – 20

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Quadriceps muscle strength and dynamic stability in elderly


persons
Donna Moxley Scarborough a,*, David E. Krebs a,b, Bette Ann Harris b
a
Biomotion Laboratory, Massachusetts General Hospital, Ruth Sleeper Hall, Room 010, 40 Parkman Street, Boston, MA 02114, USA
b
MGH Institute of Health Professions, Boston, MA, USA

Accepted 14 April 1999

Abstract

Several measures of dynamic stability during two functional activities correlated to quadriceps femoris muscle strength. A total
of 34 disabled elders (aged 60–88) living in the Boston area consented to maximum isometric quadriceps muscle strength testing,
chair rise and gait analysis. During chair rise, quadriceps strength significantly correlated with maximum upper body vertical
linear momentum, r=0.53, PB0.005, anterior posterior linear momentum, r= 0.38, PB 0.05, and the time to complete the chair
rise, r= −0.48, PB0.05, n= 29. Stride length and gait velocity correlated (r= 0.56, P B 0.001 and r= 0.51, P B 0.002, n=34)
with quadriceps muscle strength. The maximum range of whole body anteroposterior (A/P) linear momentum during gait also
correlated with quadriceps strength (r=0.47, P =0.004, n = 31). Dynamic stability during chair rise and gait, at preferred speed,
correlates directly with quadriceps femoris muscle strength in functionally limited elderly individuals. In our sample, elders
performed one of three movement strategies to arise from a chair, and quadriceps strength did not statistically differ between the
chair rise strategy groups. However, persons with the greatest quadriceps strength values were more stable regardless of which
chair rise strategy they performed. Our data indicate that clinicians should not suggest that patients use compensatory momentum
inducing locomotor strategies unless the patient has sufficient strength to control these induced forces. © 1999 Elsevier Science
B.V. All rights reserved.

Keywords: Quadriceps muscle strength; Dynamic stability; Chair rise; Strategies; Gait; Elderly

1. Introduction detailed analysis of dynamic stability, for example


trunk and CoG movement and the momentum genera-
Falls among the elderly are common and often result tion during chair rise and walking in elderly individuals
in injuries requiring hospitalization. Falls occur most is essential to determine which muscles exert the most
frequently during walking, followed by locomotor ac- influence on dynamic stability. Based upon studies
tivities of daily living, such as getting up from a chair which identify those muscles most critical for dynamic
[1]. A critical component in the safe performance of stability during routine activities of daily living, such as
daily activities is dynamic stability, the ability to con- arising from a chair, care providers can develop more
trol the center of gravity (CoG) within and outside the rational approaches to treatment for reducing the likeli-
base of support (BoS) [2,3]. The poor dynamic stability hood of falls in at-risk individuals.
observed in many elderly individuals may commonly Several investigations stress the importance of
result from a combination of chronic deterioration of quadriceps muscle strength in older persons for the
musculoskeletal, neuromuscular and somatosensory successful performance of chair rise and gait [5–12].
systems, caused by genetic traits, lifestyle and other Timed sit to stand tests can estimate quadriceps
factors [4,5]. The relationship of muscle strength to strength, but do not quantify dynamic stability during
the task [10,11]. Several investigators have contributed
* Corresponding author.
a variety of detailed kinematic and kinetic data during
E-mail address: dscarborough@partners.org (D. Moxley Scarbor- chair rise with self selected feet and arm positioning
ough) and with constrained arm and feet positions [9,13–

0966-6362/99/$ - see front matter © 1999 Elsevier Science B.V. All rights reserved.
PII: S 0 9 6 6 - 6 3 6 2 ( 9 9 ) 0 0 0 1 8 - 1
D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20 11

19].One investigation has shown that quadriceps muscle stumbling forward or falling backward into the chair
strength is critically important to develop the moment [19,25].
across the knee that is necessary to enable functionally The continuous firing pattern of the quadriceps dur-
limited elders to arise from a chair [9]. Recently, ing chair rise has been reported [17]. Resisted exercise
Schenkman et al. confirmed the relationship of required training can significantly improve quadriceps strength
lower extremity strength to performance of successful among elderly persons [11]. Therefore, we investigated
chair rise with challenging the subjects with lowering the role quadriceps muscle strength plays in dynamic
chair heights [20]. In this particular study the investiga- stability during chair rise and gait. We have focused on
tors found a significant correlation between combined the influence of the upper body (encompassing the
lower extremity peak torque strength values and func- pelvis and all segments superior) during chair rise to
tional reach, r =0.47, P =0.001 [20]. However, to our include the most dynamic movements of body mass
knowledge there has been no report on the relationship being translated and rotated over the fixed feet. The
of kinematic or kinetic data, measuring dynamic stabil- upper body demonstrates the greatest variation in
ity, during chair rise to specific muscle strength mea- movement patterns during chair rise [15,20]. Therefore,
surements. Correlations to dynamic stability measures the use of upper body measurements could provide
such as time-distance parameters including stride more comprehensive information on dynamic stability
length, gait velocity and double support time to lower during chair rise. During gait we expected to see per-
extremity muscle strength have been investigated during sons with weaker quadriceps strength compensate by
gait [2,10–12,21–24]. However, we have not found implementing a larger range of momentum generation,
reports on the relationship of leg muscle strength and to assist in the development of speed and movement.
whole body CoG momentum as a measure of dynamic We hypothesized that quadriceps strength correlated:
stability, during gait. (1) inversely with chair rise cycle time, maximum trunk
The ability to generate and control segmental and flexion, maximum range of lateral trunk flexion, upper
whole body momentum is a prerequisite for movement. body anteroposterior (A/P) linear momentum and
Therefore, we believe momentum plays an intricate role whole body CoG to ankle A/P difference at lift-off
in dynamic stability as it influences ‘‘the ability to during chair rise; (2) directly with chair rise maximum
control the center of gravity (CoG) within and outside upper body vertical linear momentum; (3) directly with
the base of support (BoS)’’ [2]. The coordination of gait stride length, average velocity, and center of pres-
internal forces, such as muscle and ligament forces, and sure (CoP)-CoG moment arm (defined in Section 2);
the influence of external forces, such as gravity, impacts and (4) inversely with gait double support time and
the ability to control momentum. Including momentum range of whole body CoG lateral and A/P linear
as a measure of dynamic stability should provide infor- momentum.
mation about locomotor dynamics. Past studies of mo-
mentum generation have primarily focused on
describing movement patterns during chair rise [14–16]. 2. Methods
Recently, Kaya and colleagues investigated momentum
control during chair rise and gait among healthy elders 2.1. Subjects
and elders with bilateral vestibular hypofunction [25].
These investigators suggested healthy elders limit the Of 50 possible subjects, 34 participants met the inclu-
speed of rising from a chair and gait velocity to lessen sion/exclusion criteria. The subjects ranging in age from
momentum generation because of limits in balance 60 to 88 years, were involved in the Strong-for-Life
control or strength which are needed to dissipate mo- in-home, resistance strength training study [25]. All
mentum generated by faster gait velocity [25]. The subjects provided written informed consent and Table 1
previous studies have not correlated dynamic stability provides characteristic data of all the participants from
measures such as momentum generation to specific our sample of convenience. To be selected each partici-
muscle strength measures. The influence of specific pant had to indicate that their health status limited
muscles’ strength on dynamic stability, and on safe their ability to perform one or more functional activi-
performance of these activities, deserves further investi- ties (Table 1), but be able to both follow commands
gation. Clinicians frequently suggest different move- and ambulate independently for 25 feet [26]. Each
ments to compensate for weakness. For example, participant received medical approval from their pri-
during chair rise clinicians often advise the use of mary care physician and each passed an in-home safety-
repeated forward trunk flexion, referred to as ‘rocking’, exercise test which monitored heart rate, blood
to build momentum to assist with lift-off during chair pressure, and respiratory rate during a series of exer-
rise. A weaker individual may not be capable of safely cises. Excluded were subjects with terminal illness, neu-
controlling the momentum generation creating loss of rologic disease, diabetes mellitus, major loss of vision
dynamic stability and resulting in a failed chair rise, (legally blind), and painful or gross musculoskeletal
12 D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20

structural abnormalities (joint deformity such as in cameras; and 64 infrared light emitting diodes
rheumatoid arthritis). (irLEDs). The irLEDs are mounted on 11 plastic arrays
attached securely to the following respective body seg-
2.2. Instrumentation ments of each participant: right and left feet, shanks,
thighs and arms, pelvis trunk and head (Fig. 1).
Strength measurements were performed at each sub- TRACK™, PVWAVE and SuperPlot II software were
ject’s home with a hand-held Nicholas MMT Dy- used for data collection, processing and analysis. Sub-
namometer (Model c 01160; Lafayette Instrument). jects performed the chair rise activity on an armless,
The total body biomechanical analysis was performed backless, height adjustable chair [27]. The array posi-
at the Massachusetts General Biomotion Laboratory. tion and orientation data were converted into body
Kinematic and kinetic data acquisition is described in segment positions yielding 6 df for each of the 11 body
detail elsewhere [8,27,28]. The instrumentation in- segments and a three-dimensional android model (Fig.
cluded: two Kistler piezoelectric force plates, two com- 4) [27]. The instrumentation and processing of raw
puter terminals, four Selspot II™ optoelectronic kinematic data yields resolutions of B 1° and B1 mm

Table 1
List of subject characteristicsa

Subject ID no. Age (years) Gender Functional Height (m) Weight (kg) Quadriceps MVIC Leg tested
limitationb strength (kg-Output/
kg-BW)

1 65.42 F c,f 1.52 52.27 8.70 (0.00) R


2 80.00 M b,c,d,e 1.66 87.73 8.29 (0.15) R
3 75.75 F a,b,e 1.56 61.36 8.37 (0.52) L
4 75.66 F a,b,c 1.57 59.09 10.19 (0.16) R
5 68.92 M a,b 1.63 65.91 11.76 (0.05) R
6 82.83 M c 1.65 85.91 7.91 (0.26) R
7 64.83 F a,b,c,e 1.65 66.36 17.23 (1.21) R
8 70.08 F c,e 1.50 68.64 5.73 (0.14) R
9 81.66 F a–i 1.55 72.73 9.81 (0.35) R
10 66.16 F b–d,f,g,i 1.60 68.18 10.27 (0.38) R
11 75.42 M c 1.83 86.36 6.82 (0.63) R
12 88.08 F a–d,f 1.57 57.73 11.06 (0.72) R
13 67.92 F a–e 1.51 58.18 10.51 (0.17) R
14 68.75 F a–f 1.57 79.55 10.71 (0.20) R
15 85.92 M c 1.83 59.09 11.92 (1.41) L
16 65.58 M a–d,f,g 1.70 90.91 5.8 (0.21) R
17 67.16 F a–f 1.73 92.27 4.66 (0.38) R
18 80.33 F a,e 1.65 75.00 13.97 (1.93) R
19 72.50 M a,c,f,g 1.73 59.09 15.15 (1.41) R
20 68.16 F a,b 1.57 47.73 8.33 (0.34) R
21 77.83 M e 1.91 79.55 13.31 (0.65) R
22 66.00 F e 1.57 77.27 4.12 (0.17) R
23 88.42 F a–f 1.70 69.09 5.53 (0.56) R
24 83.50 F a–g,i 1.50 54.09 5.88 (0.48) L
25 70.25 F a–i 1.73 67.27 4.90 (0.14) R
26 79.00 F a–g,i 1.56 63.64 7.14 (0.00) R
27 65.41 F a–e 1.60 55.91 13.86 (0.40) R
28 67.42 F a–c,e–h 1.57 102.73 7.10 (0.09) R
29 81.50 F b,c,e,f 1.63 63.64 6.5 (0.51) R
30 79.20 F a–g 1.56 56.36 12.46 (0.74) R
31 73.66 F a–g 1.70 93.18 3.68 (0.60) R
32 73.58 F a,be–h 1.50 77.27 0.54 (0.07) L
33 60.25 F c,d 1.66 84.09 5.35 (0.08) R
34 72.17 M f 1.84 84.09 11.38 (0.88) R
n= 34 x̄ = 73.80 (7.48) F= 25, x̄ = 1.64 (0.11) x̄ =26.67 (4.99) x̄ =8.79 (3.71) R =30, L=
M= 9 4

a
Standard deviations in parentheses.
b
List of functional limitations, based on health status, include subject responding as either ‘limited a little’ or ‘limited a lot’ to one or more of
the following: (a) moderate activities, such as moving a table, pushing a vacuum cleaner, bowling or playing golf; (b) lifting or carrying groceries;
(c) climbing several flights of stairs; (d) climbing one flight of stairs; (e) bending, kneeling or stooping; (f) walking more than a mile; (g) walking
several blocks; (h) walking one block; (i) bathing or dressing yourself.
D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20 13

as hard as you can into me’’. The right knee was chosen
for consistency across subjects; however, left knee mea-
surements were collected from four subjects, who were
fearful of potential right knee pain during quadriceps
muscle strength testing. An initial practice measurement
was performed followed by two recorded strength mea-
surements. The two recorded MVIC values were each
divided by the individual’s weight [29]. The average of
the two values was used in the statistical analysis.
All participants were barefoot during chair rise and
gait tests. For each chair rise trial the participant was
seated with the greater trochanters approximately 4 cm
from the front edge of a backless chair, adjusted to
100% knee height, measured as the distance from the
right medial tibial plateau to the floor. Each subject
performed one practice and two recorded trials. Each
participant placed their feet as requested in a self
constrained position, 10 cm apart, with 18° of ankle
dorsi flexion. Trials were considered successful when
participants kept their arms folded in a constrained
position in front of their abdomen and their feet re-
mained still during the chair rise. Each participant was
asked to arise from the chair as they ‘normally do’
beginning on ‘go’ after the cue ‘one, two, ready, go’.
Data collection began on ‘ready’ and once the subject
stood upright, s/he looked straight ahead and stood as
still as possible during the remaining portion of the
total 7-s data collection period. Arm and foot position
constraints were used to improve the consistency of the
Fig. 1. Subject with testing arrays in chair rise test position. body position during chair rise testings [14,18]. A total
of 29 subjects were able to arise independently, without
[27,28]. Upper body (head, arms, trunk and pelvis) and taking a step or unfolding their arms, at 100% knee
whole body linear momentum values were calculated as height, but five subjects were unable to arise from the
the product of each segment’s mass times the segment’s 100% knee height chair without using their arms to
CoG velocity (momentum=mass times velocity, kgM/ push up or assistance from the tester; they repeated the
s)] [8]. Segmental mass estimations and kinematic data same protocol with a 120% knee height chair. The
are used to calculate the CoG of each segment and all variables chosen to measure dynamic postural stability
segments are used to calculate whole body CoG [27]. during chair rise were analyzed only for subjects able to
Kinetic data including vertical reaction forces, and perform chair rise at 100% knee height.
center of pressure (CoP) were measured from the force From start of movement (SOM) to end of rise (EOR)
plates [27]. we analyzed maximum upper body vertical and antero-
posterior linear momentum, maximum trunk flexion
2.3. Protocol (measured relative to room coordinates) and maximum
range of lateral trunk flexion. These measures were
Subjects’ muscle strength was assessed at each partic- collected between the SOM time and EOR time of chair
ipant’s home within 2 weeks prior to the Biomotion rise as defined in Fig. 2. The chair rise cycle time was
Laboratory tests. Quadriceps muscle strength was mea- also calculated for all subjects as the time from SOM
sured by a single tester. Strength was defined as the through EOR. The A/P difference between the CoG
force generated during a maximum voluntary isometric and the ankle joint (the average of the left and right
contraction (MVIC) measured in kilograms (kg) with a ankle joint centers’ positions) in the sagittal plane at the
hand held dynamometer during a 3-s isometric hold at time of lift-off from the chair was normalized to the
60° knee flexion; the participant was seated in a chair A/P difference of CoG to ankle joint at the end of rise
with feet on the floor [26]. The dynamometer was for each individual. This value was then normalized to
calibrated at 90.50 kg prior to each test and was each individual’s height in meters.
placed against the right shin two finger widths (about 5 For each gait trial the subject walked approximately
cm) above the malleoli. The subject was asked to ‘‘push 8 m. Data collection began when each subject entered
14 D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20

whole body CoG anteroposterior (A/P) linear momen-


tum (the absolute difference between the maximum
and minimum anteroposterior linear momentum values
during a gait cycle), and range of whole body CoG
lateral linear momentum (the absolute difference of the
maximum right and left lateral momentum values, dur-
ing a gait cycle).

2.4. Data analysis

The average value for all data from two trials was
analyzed. Means, standard deviations, and linear corre-
lation analyses were performed for all data. Pearson
product-moment correlations between quadriceps
strength and all the dynamic stability variables for
chair rise and gait were performed to test each hypoth-
esis. For analysis of group differences between chair
rise strategy groups to be more conservative an
ANOVA (two-tailed) was performed. Statistical signifi-
cance of correlations and group differences was deter-
mined at PB 0.05.
Fig. 2. The determination of chair rise events. (A) Start of movement
(SOM), defined as the time at which forward upper body momentum
begins (vertical line labeled ‘S’). (B) Lift-off (LO), defined as the time
at which the thigh segment moves upwards from its original position 3. Results
by 2° (vertical line labeled ‘L’). (C) End of rise (EOR), defined as the
time at which the upper body CoG reaches its highest vertical
3.1. Quadriceps muscle strength
position (vertical line labeled ‘E’).

The weight adjusted quadriceps strength for all sub-


the 2 × 2 ×2-m viewing volume, approximately 3 m jects ranged from 0.54 to 17.23 kg per kg of body
beyond the starting point. Each subject was asked to weight (Table 2).
‘‘move forward in as straight a line as possible, walk-
ing at your normal pace, as if you were taking a brisk
3.2. Relationship of quadriceps muscle strength to
walk in the park’’. The following gait variables were
measures of dynamic stability during chair rise
determined: stride length (distance traveled between
consecutive ipsilateral heel strikes), gait velocity (aver-
Quadriceps strength had a significant, moderately
age whole body CoG velocity during one gait cycle),
strong correlation with maximum upper body vertical
double support time (one of the two periods of time
linear momentum, (r=0.53, PB 0.005) and there also
during which the body is supported by both limbs,
was a significant direct correlation with maximum up-
expressed as % of the gait cycle), maximum moment
per body anteroposterior (A/P) linear momentum, (r=
arm (the distance between the whole body CoG and
0.38, PB0.05), (Fig. 3). Fig. 3C demonstrates that as
CoP, in both the anteroposterior and medial lateral
the strength of the quadriceps muscle increased, the
planes during single limb stance phase) [17], range of
faster each subject could arise from the chair. There
was a significant inverse correlation between quadri-
Table 2 ceps muscle strength and chair rise cycle time (r= −
Normalized quadriceps muscle strengtha values 0.48 and PB 0.05). The participant with the least
quadriceps muscle strength (0.54 kg, S.D.= 0.07) was
Subjects n Mean S.D. Range unable to perform chair rise at either 100% or the
Performed CR at 100% knee 29 9.58 3.33 4.12–17.23
increased seat height of 120% of knee height. There
height were four other elders with low values of knee extensor
Performed CR at 120% knee 4 5.18 1.26 3.68–5.88 strength who were unable to perform chair rise with
height the seat of the chair at 100% of knee height but could
Unable to perform CR 1 0.54 arise from the chair with the seat at 120% of knee
a
Strength equals the total output of knee extension strength in kg
height. The whole body CoG to ankle A/P difference
divided by total body weight in kg (kg-output/kg-BW). CR, chair at lift-off did not correlate with quadriceps strength
rise. (r= − 0.07, P= 0.37).
D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20 15

3.3. Mo6ement strategies of chair rise

During chair rise subjects used three major move-


ment patterns, or strategies. The most frequently ob-
served was the momentum-transfer chair rise strategy
(Fig. 4) first described by Schenkman and colleagues
[15,16]. Elders in our study also performed the exagger-
ated trunk flexion chair rise strategy (Fig. 5), described
previously and referred to as the stabilization strategy
by Hughes and Schenkman [15]. The third strategy we
observed has not previously been reported. The domi-
nant vertical chair rise strategy is described in detail in
Fig. 6. The subjects in this sample consistently per-
formed the same strategy for each of the consecutive
two chair rise trials. Table 4 presents descriptive find-
ings of average quadriceps strength values and subject
characteristics for each of the three chair rise strategy
groups. There was no statistically significant differences
in quadriceps strength across groups, P= 0.99.

3.4. Relationship of quadriceps strength to dynamic


stability during gait

As hypothesized, quadriceps strength had a signifi-


cant, moderately high correlation with stride length
(r=0.558, PB 0.001) and preferred gait velocity (r=
0.51, PB0.002) (Fig. 7). Double support time corre-
lated inversely with quadriceps strength (r= −0.41,
PB 0.02). Maximum moment arm had a lower but
positive correlation with quadriceps muscle strength
(r=0.35, PB 0.05). The range of the whole body CoG
A/P linear momentum values correlated directly with
quadriceps strength (r= 0.47, P= 0.004, n= 31). There
was no statistical correlation between quadriceps
strength and maximum range of whole body lateral
linear momentum (r= 0.25, P=0.08, n= 33). Table 5
summarizes the correlations among the measures of
Fig. 3. Relationships between relative quadriceps muscle strength dynamic stability during gait.
(kg-Output/kg-BW) and dynamic stability during chair rise. (A) The
linear relationship between relative quadriceps muscle strength and
maximum upper body vertical linear momentum during chair rise 3.5. Effect of age on quadriceps strength and measures
(r = 0.53, P B 0.005). (B) The linear relationship between relative of dynamic stability during chair rise and gait
quadriceps muscle strength and maximum upper body A/P linear
momentum (r= 0.38, P B0.05). (C) The linear relationship between
quadriceps muscle strength and chair rise cycle time (r = −0.48, Age did not predict quadriceps muscle strength (r=
P B0.01). The bold lines represent the regression lines and the dashed 0.0843, P= 0.6638). Of the 34 subjects examined, 19
lines show the 95% confidence interval ranges (n= 29). were young elderly (60–75 years) and 15 were old
elderly ( \ 75.1 years). The subject who was unable to
perform chair rise at 100 or 120% knee height was in
the young elderly group. Of the persons requiring the
Trunk motion during chair rise was not significantly increased 120% knee height chair, half were in the
related to knee extensor strength. Quadriceps muscle young elderly group and the other half in the old
strength was not correlated with either maximum trunk elderly group. Of the persons who were able to success-
flexion (r= − 0.13, P = 0.4874) or range of lateral fully arise from a chair at 100% knee height, 16 were in
trunk flexion, (r= − 0.097, P =0.6165). Table 3 sum- the young elderly and 13 were in the old elderly age
marizes the correlations of the measures of dynamic groups. Age did not correlate significantly with mea-
stability during chair rise. sures of dynamic stability during gait or chair rise.
16 D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20

Table 3
Linear correlations of dynamic stability measures during chair rise

Upper body vertical Chair rise Maximum trunk Range of lateral CoG to ankle A/P
linear momentum cycle time flexion trunk flexion difference

Upper body A/P linear r=0.67, P= 0.0001* r = −0.28, P= 0.074 r = 0.37, P =0.03* r=−0.01, P =0.48 r =0.08, P =0.34
momentum
Upper body vertical linear r= −0.71, P =0.0001* r=−0.04, P=0.42 r =−0.14, P = 0.22 r=−0.02, P =0.46
momentum
Chair rise cycle time r = 0.42, P =0.01* r= 0.25, P = 0.09 r =−0.02, P = 0.45
Maximum trunk flexion r =0.29, P= 0.13 r=−0.14, P =0.23

* Correlation reaches level of significance.

4. Discussion functionally impaired elderly subjects [14,15,18]. Inves-


tigators established the importance of quadriceps
Development of effective strengthening treatment strength for successful chair rise, especially from low
programs for prevention of falls and maintaining safe, chair heights, among healthy adults and functionally
independent function among elderly persons depends impaired elders [9,22].
on determination of how specific muscle strength influ-
ences dynamic stability during the common activities of
arising from a chair and walking. We focused on the
quadriceps femoris muscle strength because of its large
size, ease of testing and known association of power
generation during chair rise [10,11,15,17,21]. The de-
tailed biomechanical analysis of several dynamic stabil-
ity measures allowed us to discover the important role
quadriceps muscle strength plays in dynamic stability
during chair rise and during gait among elderly per-
sons. Contrary to clinical wisdom and our hypothesis, Fig. 4. Momentum-transfer chair rise strategy. At time of lift-off, the
upper body anterior momentum transfers to total body vertical
during chair rise our elderly subjects used momentum
momentum with continued anterior momentum [16,17]. The follow-
differently than expected, demonstrating three strategies ing is our kinematic description of the momentum-transfer strategy,
to accomplish chair rise, independent of quadriceps to assist the clinician when observing persons: at the time of lift-off
muscle strength (Table 4). During chair rise some elders upper body flexion continues with initiation of knee extension which
avoid the potentially destabilizing, but more functional, smoothly transitions to simultaneous back and knee extension, until
erect posture is attained. (The vertically directed line originating from
momentum transfer strategy, apparently because they the force plates within the floor represents the ground reaction force.
lack the coordination and/or strength in muscle groups The cross seen at the level of the pelvis represents the whole body
other than the quadriceps needed to dampen and con- CoG.)
trol the increased forces induced by the rapid move-
ment resulting from momentum generation. However,
persons with the greatest quadriceps strength values
typically performed chair rise faster and generated
greater vertical and A/P linear momentum, demonstrat-
ing better stability and ability to control movement,
regardless of which chair rise strategy they performed.
These findings suggest that clinicians caring for elderly
persons should monitor quadriceps strength and recom-
mend quadriceps strengthening exercises for maintain-
ing and improving dynamic stability.
Fig. 5. Exaggerated trunk flexion chair rise strategy. The exaggerated
Having normal quadriceps strength is important in trunk flexion chair rise strategy has been described previously and
maintaining dynamic stability during the common ac- referred to as the stabilization strategy [8,17]. We have expanded the
tivity of arising from a chair. Schenkman and col- description as: exaggerated trunk flexion prior to lift-off, frequently
leagues described four phases of chair rise during two followed by further trunk flexion, placing the CoG over the feet
resulting in delayed trunk extension during the final transition to the
strategies of chair rise [14,15,18]. The momentum-trans- erect posture. (The vertically directed line originating from the force
fer chair rise strategy was observed in healthy/normal plates within the floor represents the ground reaction force. The cross
subjects and the stabilization strategy was observed in seen at the level of the pelvis represents the whole body CoG.)
D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20 17

instability [19]. Future investigations such as the rela-


tionships of lateral trunk flexion and lateral center of
gravity displacement during chair rise to the strength of
the hip abductors and ankle everters, may help to
establish if these muscles, in addition to the quadriceps
femoris, have a primary role in dynamic stability during
chair rise.
We also hypothesized that the weaker elderly partici-
pants would generate greater A/P momentum to assist
with lift-off, to compensate for their decreased strength.
Fig. 6. Dominant vertical rise chair rise strategy. The dominant Instead, quadriceps muscle strength correlated directly
vertical chair rise strategy is described as follows: at time of lift-off, with maximum upper body A/P linear momentum.
upper body anterior momentum lessens and cessation of forward
trunk flexion immediately follows with subsequent dominance of There are at least two explanations for this unexpected
vertical momentum and knee extension. (The vertically directed line finding. First, stronger persons are better able to gener-
originating from the force plates within the floor represents the ate a greater velocity on arising, thus creating higher
ground reaction force. The cross seen at the level of the pelvis momentum. Second, and more interestingly, the weaker
represents the whole body CoG.)
elders, in general, do not attempt to generate greater
A/P momentum as a compensatory strategy. This is
We found a strong correlation between quadriceps
probably because they lack the strength to control
muscle strength and maximum upper body vertical increased forces. We had expected, as suggested by
linear momentum during chair rise. Quadriceps muscle previous investigators, that weaker participants would
contraction creates the necessary vertical velocity, increase trunk flexion prior to lift-off in order to posi-
which in turn determines the vertical linear momentum tion their CoG over their ankles and to generate mo-
of each person as they arise from a chair. We also mentum [14,18]. The exaggerated trunk flexion strategy
found quadriceps muscle strength correlated inversely was performed by several participants in our investiga-
with chair rise cycle time. These observations confirm tion, however, their quadriceps muscle strength ranged
and extend previous conclusions, that the time required from low to high values.
to arise from a chair provides a good indirect measure- Some of the elderly participants in our study used the
ment of knee extensor strength [10,11]. dominant vertical chair rise strategy, and these elderly
In contrast to our original hypothesis, lateral trunk individuals also have values of quadriceps muscle
flexion during chair rise does not correlate with quadri- strength ranging from low to high values. Surprisingly,
ceps muscle strength. We hypothesized that persons certain weaker elderly participants use this strategy,
with stronger quadriceps would demonstrate greater despite the increased leg muscle effort required and the
dynamic stability and thus have less lateral instability. apparent energetic inefficiency of this movement strat-
Persons with weak quadriceps muscles may also have egy to arise from a chair. Several investigators have
weakness in lateral and other proximal stabilizing mus- suggested that the whole body CoG to ankle position
cles, potentially leading to lateral instability. However, A/P difference at lift-off varies with the movement
the predominant anteroposterior (A/P) direction of strategies of chair rise [3,15]. We did not find a statisti-
movement that occurs during chair rise leads to insta- cally significant correlation between quadriceps strength
bility primarily in the same A/P direction, not to lateral and whole body CoG to ankle position A/P difference

Table 4
Chair rise strategy groups with respective quadriceps strength values and subject characteristics

n Quadriceps strengtha Age (years) Height (m) Weight (kg)

Momentum transfer strategy Mean 17 9.62 72.63 1.61 69.89


(S.D.) (3.59) (8.58) (0.067) (15.08)
Range 5.35–17.23 60.25–88.42 1.50–1.73 47.73–102.73
Exaggerated flexion strategy Mean 4 9.71 74.86 1.75 64.55
(S.D.) (3.74) (8.97) (0.165) (11.73)
Range 4.90–13.31 65.42–85.92 1.52–1.91 52.27–79.55
Dominant vertical rise strategy Mean 9.42 74.47 1.64 74.43
(S.D.) (2.99) (5.34) (0.121) (9.85)
Range 8 4.12–13.97 66.00–81.66 1.55–1.84 59.09–86.36

a
Quadriceps muscle strength values [(kg-output/kg-BW)100]. There was no statistical difference in quadriceps strength between chair rise
strategy groups (ANOVA, P=0.958).
18 D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20

three strategies. Stepping forward, backwards or falling


back onto the seat (sit-back) are body reaction move-
ments, that we have observed during failed attempts at
arising from the chair [19]. These adjustments for posi-
tioning the body can sometimes lead to falls and in-
juries [1,19]. Continued investigations to determine
which strategy provides the least likelihood of failure in
arising from a chair among elderly persons with all
ranges of quadriceps strength may be valuable to the
clinician for designing preventative health programs for
functionally limited, weaker, at-risk individuals. At
present clinicians may instruct elderly persons to use
greater momentum, or ‘rocking’, to assist in their lift-
off during chair rise. The biomechanical analysis per-
formed in our study suggests using great caution in
offering this advise as it may inadvertently induce a
person with weak quadriceps muscles to fall forward if
the elder cannot control the increased momentum asso-
ciated with this pattern of movement [19]. Muscle
strength and motor control are also needed to dampen
the effects of this additional generated momentum. Our
data suggest that coordinated anteroposterior, then ver-
tical momentum peaks are needed to successfully arise
from a chair (Figs. 4–6).
Our investigation further supports the importance of
quadriceps strength to dynamic stability during gait. As
hypothesized, stride length, gait velocity, and maximum
moment arm correlated directly and double support
time correlated inversely with quadriceps muscle
strength. Similar findings from a previous investigation
of 26 elderly persons demonstrated that quadriceps
strength correlated significantly with step length (r=
0.69 PB 0.001) [21]. Our data also supported previous
findings from larger sample sizes that stride length
correlates directly with gait velocity [12,24]. Longer
stride length obviates shuffling; shuffling is observed
frequently in older persons and may also decrease falls
Fig. 7. Relationships between relative quadriceps muscle strength which often occur during hurried gait or when turning
(kg-Output/kg-BW) and dynamic stability during gait. (A) Relation- in older individuals [1,30]. Creating longer strides al-
ship between relative quadriceps muscle strength and stride length lows a person to increase gait speed, which is important
(r= 0.56, P = 0.001, n = 34). (B) Relationship between relative for independence. The ability of an elderly person to
quadriceps muscle strength and gait velocity (r = 0.51, P= 0.002,
increase their walking speed to avoid a moving obstacle
n =34). (C) Relationship between relative quadriceps muscle strength
and the maximum range of whole body A/P linear momentum on the sidewalk (such as a person on roller skates, a
(r= 0.47, P =0.004, n = 31). The bold lines represent the linear dog, or a bicyclist etc.) or to cross a road quickly is an
regression lines and the dashed lines show the 95% confidence interval important safety issue among independent, community
ranges. dwelling, elderly, persons.
Our data indicate that elderly persons with greater
at lift-off. These data suggest that quadriceps femoris quadriceps muscle strength had shorter double support
muscle strength alone does not determine the strategy time than weaker individuals. Double support time has
for arising from a chair in functionally limited elderly been used as a parameter of dynamic stability by many
persons. investigators [2,7,23,24]. Elders with greater quadriceps
The reasons accounting for the different strategies strength values had larger maximum moment arm val-
used to arise from a chair in our study group require ues during gait. Therefore, stronger elderly participants
further investigation. Participants who are unable to move their CoG farther away from their BoS, than the
arise from a chair at 100% of their knee height have weaker participants. This demonstrates confidence in
failed in their attempt while using one of the above controlling the CoG beyond the BoS ‘comfort zone’
D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20 19

Table 5
Linear correlations of dynamic stability measures during gait

Gait velocity Double support time Moment arm Range of A/P Range of lateral
momentum momentum

Stride length r = 0.94, (n=34) r = −0.69, (n= 34) r = 0.82, (n =34) P = r = 0.14, (n = 34) P= r= 0.36, (n =34)
P =0.0001* P= 0.0001* 0.0001* 0.25 P= 0.03*
Gait velocity r= −0.70, (n= 34) r= 0.80, (n =34) P= r =−0.05, (n =27) r =0.17, (n =29)
P = 0.0001* 0.0001* P= 0.41 P=0.19
Double support r=−0.44, (n = 34) r =−0.13, (n =27) r =−0.09, (n =29)
time P= 0.0099* P =0.26 P=0.32
Maximum Moment r =−0.21, (n = 31) r =0.24, (n = 33)
arm P= 0.13 P =0.09
Range of A/P mo- r =0.20, (n =31)
mentum P=0.14

* Correlation reaches level of significance.

which is a primary skill required in dynamic stability. 5. Conclusions


The relationship of quadriceps strength to maximum
range of A/P linear momentum values during gait With these elders, increased generation of A/P mo-
suggests greater quadriceps strength allows elderly per- mentum was not used as a compensatory strategy for
sons the ability to generate greater forward momentum weak quadriceps strength during chair rise or gait. The
likely contributing to increased gait velocity. Persons results of our investigation introduces clinical perspec-
with weaker quadriceps strength values did not develop tives on three different movement strategies to accom-
high momentum values as a strategy to increase gait plish chair rise among elders and the relationship of
velocity, suggesting inability to control the additional quadriceps strength to dynamic stability measures.
forces that result from greater momentum generation. Knee extensor strength correlates with most measures
In activities such as walking, it appears that greater of dynamic stability during chair rise and gait. Our data
quadriceps muscle strength enhances dynamic stability indicate that clinicians should not suggest that patients
and may play an important role in reducing the risk of use compensatory momentum inducing locomotor
falls and related injuries in functionally limited elderly strategies unless the patient has sufficient strength to
individuals. control these induced forces. Adequate quadriceps mus-
Limitations of the present investigation include a cle strength is essential for the ability to successfully
modest sample size and a predominance of female perform functional activities of arising from a chair and
participants. Strength measured in Newtons of force, as walking, as importantly, quadriceps strength enhances
opposed to our kilogram units, might allow more direct the generation and control of momentum and mainte-
comparison to results of other investigations that use nance of good dynamic stability, ultimately influencing
force units. This study implemented a standardized, safety and the likelihood of falls, during these two
scientifically accepted isometric strength testing proto- locomotor activities of daily living.
col, which has been used when correlating strength to
functional tasks [26,29,31]. Further investigations of the
correlations between quadriceps muscle strength and Acknowledgements
the strength of other muscles, such as the trunk exten-
sors, the abdominal muscles, hip flexors, abductors and This research was supported by grants from the
extensors, ankle plantar flexors, dorsi flexors, inverters National Institutes of Health (R01AG12561 and P50
and everters and measurements of dynamic stability AG11669-03). We are grateful for the cooperation and
during chair rise and gait should be carried out in a assistance of New England Research Institute’s staff
larger sample of functionally limited elders. The influ- from its Roybal Center’s Strong for Life exercise pro-
ence of exercise training, specifically quadriceps femoris ject, and for the assistance from Massachusetts General
muscle strengthening, on different measurements of Hospital Biomotion Laboratory staff, in particular Jose
dynamic stability among elderly individuals and the V. Ramirez, MD, for his edits and locomotor data
effects of such training on the frequency of falls and collection. Acknowledgment and appreciation is ex-
injuries, needs to be assessed. Nonetheless, our data tended to Patrick O. Riley, Ph.D. for his assistance
represent the largest sample and most sophisticated during the initial phases of this research. An extended
analysis reported to date evaluating the relationship appreciation, from the first author, goes to my father,
between strength and a variety of dynamic stability Richard T. Moxley III, MD for his dedication, guid-
measurements during chair rise and gait. ance, research skills and encouragement.
20 D. Moxley Scarborough et al. / Gait and Posture 10 (1999) 10–20

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