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Strategies Underlying the Control of Disordered

Movement
Daniel M Corcos
PHYS THER. 1991; 71:25-38.

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Strategies Underlying the Control of Disordered
Movement
Daniel M Corcos
PHYS THER. 1991; 71:25-38.

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Movement Science Series

Strategies Underlying the Control of


Disordered Movement

The purpose o f this article isfou~fold.First, a theory o f motor control-the dual- Daniel M Corcos
stratem hypothesis-is outlined. Second, the methodologies and theoretica1,franze-
work that are used to develop this theory are examined. Third, molor d11Sfunction
is discussed in the context of this theory. In particular, Down ~ n d r o m eParkin-
,
son S disease, cardiovascular accidents, and spasticily are discussed. Finally, poten-
tial applications of the theory to physical therapy are considered [Corcos IIM.
Strategies underlying the control of disordered movement. Phjs Ther.
2992;72:25--38.1

Key Words: Electromyography; Kinesiology/biomechanics,general; Molor activily;


Motor control theories: Motor dysfunction; Moz~ement.

The field of motor behavior is con- those in which unwanted involuntary ably never reach the same levels as
cerned with understanding how movements interact with voluntary without this coactivation.
movements are controlled and how movements, will be considered be-
they are learned. A subset of the field cause it may well be that, in such dis- Theories of Motor Control
of motor behavior is concerned with orders, the principles that underlie
motor dysfunction in which questions treatment should be determined func- One central question of interest in
are asked concerning the characteris- tionally and not from models of mo- the study of motor behavior is: How
tics and underlying causes of particu- tor control. This point can b e illus- are movements controlled? In order
lar motor deficits in individuals with trated by considering different for movement to take place, neural
movement impairment. This article possible treatments of cerebral palsy. commantis must activate muscle. Sev-
presents ideas primarily from one If the primary cause of motor dys- eral theories have been advanced
theory of motor control to suggest function is coactivation, then one can concerning the representation of
how they can be used to develop a either teach an individual with ccre- these commands. These theories dif-
rational basis for therapeutic interven- bra1 palsy how to move despite the fer in terms of what is being con-
tion in motor dysfunction. One major coactivation o r try to first reduce the trolled to generate a movement. The
assumption that underlies this ap- coactivation and then teach "normal" dual-stratem hypolhesis of motor con-
proach is that theories of motor con- movements. The first approach will trol, the principle theory to be devel-
trol developed from studies per- not lead to generating movements in oped in this article, suggests that
formed on healthy individuals can be a normal fashion, but will allow cer- movements are controlled by two
used to form a basis for treating tain types of movement tasks to be different sets of rules for activating
movement impairment. This article accomplished. The second approach muscle.' The first set of rules applies
will suggest that this may be the case may ultimately prove to be preferable to tasks in which movements can be
for several disorders of movement, because performance in the presence successfully made at any speed. For
but may not always be true. Certain of pathological coactivation will prob- example, if an individual is asked to
disorders of movement, specifically move from point A to point B, the
movement is correct if the individual
moves to point B. The time it takes to
D Corcos, PhD, is kssistant Professor, College of Kinesiology (MIC-194), University of Illinois a[ make this movement is unimportant
Chicago, PO Box 4348, Chicago. IL 60680 (USA).
for successfully completing the task.
This work was partially supported by NIH FIRST Grant R29 NS23593 and [he Down Syndrome Contrast this type of movement with
Research Fund.

36/25 Physical Therapy /Volume 71, Number 1/January 1991


the task of catching a ball. If an indi- Another class of models suggests that Therefore, a task refers "to the union
vidual does not get his o r her hand to movements are controlled by sets of of the task variables and instructions:
the right place at the right time, the commands to muscle.- One com- those things necessary for a subject to
movement will be unsuccessful. mand is to the agonist muscle and is make a specific mo~ement."~(pl9~)
Movements of the first kind are re- associated with a relatively constant
ferred to as "speed-insensitive," EMG duration for movements that are When a person performs a task, many
whereas movements of the second less than 30 to 40 degrees.9Jo A sec- variables can be measured that de-
kind are referred to as "speed- ond command is to the antagonist scribe this performance. Examples are
sensitive." These two types of move- muscle and is sometimes followed by movement speed, movement time,
ments are controlled differently. In a second command to the agonist. and movement accuracy. These varia-
the case of speed-insensitive move- These three commands are often re- bles are called performunce variables.
ments, the duration of excitation to ferred to as the "triphasic EMG pat- A movement task gives rise to a moue-
motoneulron pools is prolonged and tern." According to this model, move- ment strategy, defined as "a set of
the muscles are activated later for ments are primarily controlled by rules between a movement task and
longer niovements o r movements increasing the number of motor units measured variables, sufficient to
made against larger loads.' These fac- recruited, not the duration over perform the task."l(~l92)The impor-
tors lead to predictable changes in which they are recruited. This model tant point is that there are at least
both e1el:tromyographic (EMG) activ- has formed the basis of a large num- two sets of rules and hence two.
ity and n~ovementkinematics, which ber of studies on movement dysfunc- strategies for controlling movement.
will be discussed in the section o n tion. However, it is important to note This point can also b e inferred from
methodological issues. Movements that this pattern is mainly observed the equilibrium-point hypothesis, in
that are made at different required during very rapid movements and has which o n e parameter (A) is related
speeds are termed speed-sensitive not been observed over a wide vari- to the control of the final limb posi-
and are controlled by changing the ety of movement tasks.' tion and the other parameter (o) to
intensity of activation to motoneuron the speed at which the movement is
pools ra~therthan by changing the Methodology In Motor Control performed.
duration of activation.3 In the case of
speed-sensitive movements, the antag- The study of motor behavior involves Nearly all of the studies that will be
onist muscle is activated earlier as integrating findings from behavioral discussed in this article have used
movement speed increases. work, physiology, and biomechanics." tasks in which individuals made
In order to fully understand the na- movements at only one joint. This is
Another theory of motor control is ture of a movement deficit, it is im- because such movements are much
the equilibrium-point hypothesis. Ac- portant to understand (1) which easier to analyze compared with multi-
cording to one version of this theory, movement tasks can and cannot be joint movements using EMG tech-
movements are made by regulating performed, (2) the physiological niques. For a more comprehensive
the threshold of a length-sensitive mechanisms (both normal and abnor- review of theories underlying the
reflex. In this theory, a movement mal) underlying the performance of control of movements with one me-
occurs when there is a shift in the the task, and (3) the type of move- chanical degree of freedom, see the
equilibrium point from the current ment trajectory that is generated. article by Gottlieb et a1.l It should,
limb position to a new position. however, also be possible to apply
Movement control can then be de- Task Analysis the principles derived from the analy-
scribed in terms of two parameters: sis of such movements to the perfor-
the final value of the threshold of the Any time a person performs a move- mance of tasks that require using
reflex (A) and the speed at which the ment, he o r she requires two sets of more than one degree of freedom, as
threshold moves (o). For isotonic information. The first concerns objec- will be discussed in the section o n
movements, the final value of the re- tive information about what the per- organizing principles. For further dis-
flex threshold is related to final posi- son should do. This might b e infor- cussion o n this issue, see the article
tion, and the speed at which the mation about the position in space to by Corcos and colleagues.12For a re-
threshold moves is related to move- which the person should move o r view of studies using other tasks, see
ment speed (ML Latash, GL Gottlieb; about the load to be moved. Variables the chapter by Campbell.l3(1'~22&22*)
unpublished research).4 This theory is that define what a person should do See the article by Wolf et a114(l~r1729-73u)
entirely compatible with the dual- have been defined as task for a discussion of the problems in-
strategy hypothesis (see Gottlieb et variables.1(1.'90) The second set of in- herent in relating EMG and kinematic
a15 for a discussion of this point) formation refers to how the task measures to treatment efficacy.
and is mentioned here because should be performed and is usually
some articles o n disorders of move- presented in the form of verbal in- Physiology
ment have been written based o n structions. Verbal instructions include
this hypothesis (ML Latash, DM Cor- information about such factors as the The electrical signal that can be mea-
cos; unpublished research). speed and accuracy of the movement. sured o n the surface of muscles is

Physical Therapy /Volume 71, Number 1 I'January 1991


Task

Action Potentkl Trains

Figure 2. ,Wodeling the rectfied and


,filtered electromyographic (FiMG) signal,
with a linear first-order difkrential equa-
tion jollowed by a n amplitude-li~niting
nonlinearity, shows systematic changes
when one of the two parameters of a
rectangmlar pulse input is zlaried.
(A) Changes in the intensity of the rectan-
gular input pulses lead to a familv of
EMG wat~efomzsthat rise at rates propor-
tional to amplitude Areas and peaks
(until limiting both scale with the inten-
sity o f the input, hut rhe durations o f
these-^^^ s&nals are not unambg;
Figure 1. Selected portions of the motor control svstem. The motoneuron pool is uomsly dtfferent. (B) Changes in the dura-
the final common pathwaj' to the muscle, o n ulhich the excitarion pulse acts. Two d$ tions of the rectangular input pulses Lead
ferent kinds of penpherallv obsen~ahlephenomena are caused by the action potentials to afamilj of^^^ waueforms that all
produced b y the e.xcitation pulse, ujhich can be induced by input from both supers%- rise at the same rate, dez~iating,fromthe
mental commands and feedback. The electromj~ographic(EhIG) activi[y arises from the common pathway when the input pulse
electn'cal responses in the muscle membranes;forces and movements arise,from me- ends. These changes gizle rise to hystematic
chanical responses of the contractile elements. (Reproduced u~ithpermission from Cor-
cos et aI.l2)
-
changes in the area ofthe EMG ujazle-
form and, until limiting is reached, in the
peak EMG amplrtude as well. Even
called the EMG signal and is shown in toneuron pools. The low-pass filtering though the EhfG wavefotn~does not hate
assumption is required because the a zuell-defined end point, changes in its
the bottom left section of Figure 1,
duration are reliahlj distinguishable. The
which captures selected features of motoneuron pool serves to smooth X axis represents time, and the Y a.~isrep-
the motor control system. The figure the many inputs that converge on it. resents milliz~olts(Reproduced with per-
depicts how a movement task deter- The EMG is analyzed because the exci- mission from Gottlieb et al.')
mines a movement strategy that gives tation pulse per se is not measurable
rise to an "excitation pulse," which is in the intact human organism.' The a rectangular pulse that can be modu-
the input to the motoneuron pool, and schematic diagram in Figure 2 depicts lated in height or width. If the height
ultimately prcduces the EMG signal. a simple model of the rectified, fil- is altered, then the EMG signal rises
tered EMG signal. The model is a first- more steeply. If the duration is modu-
The EMG is one of the principal tools order differential equation with an lated, the EMG signal rises at the same
for identifying mechanisms underlying amplitude-limiting nonlinearity. The rate. A more detailed account of the
motor control and motor dysfunction. amplitude-limiting nonlinearity is re- filtering effects of the motoneuron
In the dual-strategy hypothesis of mo- quired because there are only a given pool and muscle can be found in the
tor control, the EMG is interpreted as number of motor units and they can article by Gottlieb et al.5
a low-pass filtered version of an excita- only fire up to a certain frequency.
tion pulse that is the input to the mo- The excitation pulse is assumed to be

38 / 27 Physical Therapy /Volume 71, Number 1/January 1991


Biomechanics

The schematic diagram in Figure I


shows that one consequence of the 1.60.
action potential train is that contractile 2.50
elements; generate torques that may 0 .
o r may not lead to movement, de- 5 0
pending on whether the contraction
is isometric o r isotonic.' The analysis
C
d
. 5
4
of movement impairment also re-
quires information about the motion -0.005 . . , . , , . . . 2
of limbs, the forces generating the -0.005
0.80-
motion, :and the forces generated by 1
the motiton, a very real problem for 0
I
- n 2.50
patients ,with central nervous system
dysfunction. Such information can be
W II
4 '

in the form of forces and torques (ki- $ I\ W


d
netics) a,s well as position, velocity,
and acceleration (kinematics). Such
C
1 It , ill :
knowledge can allow one to deduce
-0.005 , :, , . . . , ,
-0.005
1, ; .V
;( i q !I:3i
I 1,
!
factors albout the control of move- 30.004
ment. In the study of patients with
hyperactive stretch reflexes, for exam-
ple, the :analysis of position and veloc- c
ity records can allow the researcher .--
,- .
to deduce the presence of a move- 8
0.
ment deficit. So, for example, Corcos
and colleagues15 showed that when
individuials with hyperreflexia (spastic- -22.00 ... ... . . . . . ., , ,
ity) makce dorsiflexion movements,
their movement may be impeded by 325.
the presence of a hyperactive stretch
reflex that momentarily reverses -
.-A .
--
.A
moveme:nt direction. This reversal can
most clearly be seen in the position
-3
C
U

.
-8
9
record of Figure 3A. This phenome-
non is somewhat difficult to observe
without equipment to record EMG -60 . . . . , , . , -350
0 200 400 ms 0 200 400 600 ms
and kinematic data. However, it may
Time Time
sometimes be s o obvious that the in-
dividual will report having noticed it
upon detailed questioning. For exam- A B
ple, the data in Figure 3B depict a
plantar-flexion movement to a target. Figure 3. (A) Recordings of agonist (tibialis anterior muscle) (TA EIMC) and antag-
The movement slightly overshot the onist (soleus muscle) (SOL EMG) electromvographic activity and position and velocity
target. When the limb started to dorsi- data. Dashed lines refer to a 24-degree movement with no target, dotted lines to a 24-
flex back to the target, the patient ex- degree movement with a 4-degree target, and solid lines to a 12-degree mouement with
a 4-degree target. (B) Recordings of agonist (SOL EMG) and antagonist (TA EMG) elec-
perienced clonus. Upon noticing this tromyographic activity and position and velocip data. Recordings show four 12-degree
phenomenon, I asked the patient ankle plantar-jlexion movements, which ot~ershoota 4-degree target and then go into
whether he drives a car, and to my clonus upon returning to the target. The data are from the same individuals as in Fig-
astonishment he replied that he does! ure 3A. (Reproduced with permission from Corcos et ~ 1 . ~ 5 )
He often has to manually lift his foot
off the a.ccelerator, because he fre- Organizing Principles ciples for the study of motor con-
quently experiences clonus upon trol, as follows:
making dorsiflexion movements to Based on the relationship between
ease up on the accelerator. movement tasks, physiological prin- I. Elements of a movement task lead to
ciples, and biomechanics, Gottlieb a strategy governing its control. We
et a1 generated four organizing prin- have identified two strategies ro de-
scribe how single-joinr movements

Physical Therapy /Volume 71, Number 1 /January 1991 28 / 39


are accomplished for a variety of different sets of rules underlie the
tasks. control and regulation
- of movement.
These sets of rules are dependent on
11. Strategies consist of sets of rules the type of task to b e performed but
that determine the patterns of mus- are not limited to single-degree-of-
cle activation.
freedom tasks. For example, Wadman
111. Rules for muscle activation lead et all7 had subjects perform diverse
to patterns of muscle torques tasks including playing simple tunes
and EMGs. Well-chosen scalar o n the violin and trombone. (See
measures of torque and EMG Wadman et al's'' Figure 15, which
will be highly and consistently depicts trombone slide velocities dur-

i!
correlated irrespective of task ing movements of different slide dis-
because of their shared causal,
neural activation. ,,,.---."-""------' tances, using what appears to b e a
speed-insensitive strategy based o n
;I,.;:#;---:--- the uniform rate of rise of velocities.
N. Muscle torques interact with limb ,# '
f ;-..,;*;,'/,
-.
:
-*-
Their Figure 17 shows bow move-
loads to generate kinematics (an-
gle, its derivatives, and movement
%
,.;
*t ;.A<,, r--
j f i A,,'
,,
,,,,.--.-,,,. ments during violin playing at three
different tempos, using what appears
intervals). Because of the role of
load in determining kinematics, no
2 @*,
4,;;.
#*,
:&;.&
';
:? -.----.
-----------. to b e a speed-sensitive strategy.) Lee
and colleagues~Olooked at horizontal
general correlations between EMG
and purely kinematic measures are - tr
-30
50
A?.*, , : , , , , , , pulls o n a cable and found patterns of
~~1~ible.2(1'~~42-343) ground-reaction forces and hand-pull
tensions that can b e described using
Based on these organizing principles, - the terminology of the dual-strategy
Gottlieb et a12 demonstrated the pres- E hypothesis. These data are presented
z, -
ence of two strategies (sets of rules) in Figure 6. The dual-strategy hypoth-
3 -
for performing movements and also e esis can, in principle, also b e applied
the relationship of the EMG measure e - to gait.19.20 In this gait study, subjects
to selected measures of torque. Figure -e -- t
were asked t o walk at three different
4 depicts two sets of movements that speeds and ground-reaction forces
are performed by using the two dif- - ~ . l l l l l l , l I l l were measured. The force records at
ferent strategies. The data represented Time (ms) en the three different speeds had dif-
by the dark dashed lines are for o n e ferent rates of rise and are distinc-
subject moving four different distances. Flgure 4. Time-seriesplots of aver- tively speed-sensitive in nature, as can
The inertial torques (acceleration mul- aged (10 trials) biceps muscle electromyo- b e seen in Figure 7. The data in these
graphic (EMG) activity, angle, and iner-
tiplied by moment of inertia) rise at tial torque jor two sets of movements studies all suggest that insight into the
approximately the same rate and are performed by the same subject. The mozle- control of more complex movement
independent of the distance moved. ments drawn in thick lines represent tasks can b e obtained through parti-
The same observation is true for the movements of 18,34 54, and 7 2 degrees tioning tasks into speed-insensitive
EMG activity. This finding should b e to a Pdegree-wide target. The move- and speed-sensitive categories.
ments drawn in thin lines correspond to
contrasted with the plot of the data 54-degree movements to a Pdegree-u~ide
represented by the lighter dashed target at ,four subject-selected speeds. The From the perspective of physical they-
lines. In this case, in which the subject EMG signals,from the fle.xor (biceps mus- apy, the observation that there are at
was asked to move one distance at cle) are shown aJer full-ulave rectzjica- least two sets of rules for activating
four different speeds, both EMG activ- tion and smoothing with a 25- muscles implies that movement im-
millisecond moving atlerage digital,filter.
ity and inertial torque diverge early in The arrows on the inertial torque plot pairment can b e characterized by an
the trajectory. The movements are con- correspond to the torque generated dur- inability to modulate the intensity of
trolled in the first case by changes in ing maximal voluntary contractions in the excitation pulse to the agonist
the duration of the excitation pulse each direction. (Angle origin is with the and/or antagonist muscle, an inability
(speed-insensitive strategy) and in the elbouj at a ri&t angfe,flexion positive.) to modulate the duration of the exci-
(Reproduced ufithpermission from Corcos
second by changes in the intensity et a[,.$) tation pulse to the agonist and/or an-
(speed-sensitivity strategy), as was tagonist muscle, and inappropriate
shown in Figure 2. The differences that speed-sensitive movements scaling of the latency of the antagonist
in the two control schemes are de- have larger values of intensity than muscle. These three possibilities are
picted in Figure 5. It is important to speed-insensitive movements. not mutually exclusive.
note that the speed-insensitive strat-
egy can b e used with any value of The essential feature of the dual- This description also needs to b e
intensity1" and that the presentation strategy hypothesis is that at least two evaluated in light of a distinction
in Figure 5 is not meant to imply drawn between "reduced output pare-

Physical Therapy /Volume 71, Number 1/January 1991


sis" and "subtraction paresis."2' Cer-
tain disorders of movement can be
characterized by diminished input to
SPEED-INSENS I T I V E SPEED-SENSITIVE
motoneuron pools, whereas others
can be characterized by excessive out-
Excitation
Ir, AL
put. h~such, motor dysfunction can
lag occur either because of a diminished
*
excitation to motoneuron pools o r
Agonist because the timing and/or size of the

1 Dag 4 b T
b
excitation is excessive.

The causes of inappropriate levels of


Iant excitation to motoneuron pools can
A
originate from either supraspinal
I Antagonist mechanisms o r spinal mechanisms, o r
/ Lat
3 from a combination of both. In many
Dant disorders, the actual cause of the
b v
b movement deficit is difficult to iden-
T ime Timce tify because damage to parts of the
brain can lead to changes in the deli-
cate balance between inhibition and
excitation that exist in the spinal cord
Figure 5. Schematic diagrams illustrating how speed-insensitive and speed-sensitive as well as to long-term changes in the
strategies majl he operationalized by controlling ( I ) the duration (D,,) or intensip
(I,,) of the excitation pulse to the agonist muscle, (2) the latency (Laf) of antagonist
structure of muscle. The distinction
activation, and (3) the duration (D,,,) or intensiol (I,,,,) of the antagonist. (Modijed between supraspinal and spinal mech-
from Gottlieh et ~ 1 . ~ ) anisms refers to the primary source of
the problem and becomes important
when certain types of therapeutic in-
tervention are considered.

Application of Motor Control


Theories to Movement
Impairment

In this section, three disorders of


movement will be discussed in which
the primary cause is a supraspinal
deficit in the ability to control move-
ment. Down syndrome and Parkin-
son's disease will be discussed from
the perspective of the dual-strategy
hypothesis because several studies
have been conducted that can easily
be interpreted within this framework.
Motor dysfunction arising from cere-
brovascular accidents will be dis-
cussed in more general terms be-
cause n o studies have been identified
by the author that provide data that
can be clearly interpreted within this
framework. For a study to be easily
interpreted within the framework of
the dual-strategy hypothesis, EMG and
TIME ( s e c ) kinematic data must be analyzed for
at least two different tasks. The inter-
pretation of the data is also greatly
Flgure 6. Overlaid indiuidual trial records of ankle torque and pulling torque for
one subject, at all percentages of maximal pulling force (MPF),synchronized to the on- facilitated if data plots of the tasks are
set of the pull. Arrows indicate trials of increasing percentage of MPF. (Reproduced with superimposed. This section will con-
permission ,from Lee et al.IX) clude with a subsection on spasticity,

Physical Therapy/Volume 71, Number 1 /January 1991


but that the movements were much
slower. The implication of this find-
ing is that the intensity of activation
is less in individuals with Down syn-
drome than in control individuals,
but that individuals with Down syn-
drome modulate duration of activa-
tion in a normal manner to accom-
plish movements over different
distances (Fig. 8C).

Parkinson's Disease

The movement deficits of patients


with Parkinson's disease are numer-
ous. However, one deficit that ties in
with the dual-strategy hypothesis is
that of an inability to modulate the
rate at which different levels of force
are generated in isometric tasks or an
inability to accelerate at different rates
in isotonic tasks. For example, Hallett
and Khoshbin25 had patients with Par-
kinson's disease and healthy subjects
generate movements over different
distances. The healthy subjects
showed an early divergence of the
angle trace for longer movements.
This type of trajectory implies that a
speed-sensitive strategy was being
used and that the subjects were accel-
erating much more quickly for long
movements than for short move-
ments. However, the parkinsonian
patients tended to follow the same
Figure 7. Thirty vertical ground-reactionforce cuwes (10 trials at each of three trajectory for both long movements
speed conditions). (Reproduced with permission from Copland.19) and short movements. Both sets of
data are presented in Figure 9.
which occurs in a wide variety of dis- et al,z4individuals were asked to lift a
orders of movement. 200-g object with a sandpaper or a Although the pattern demonstrated
satin finish, which would necessitate in the parkinsonian patients is fre-
Down Syndrome different grip forces to lift. Individuals quently observed in healthy individ-
in the control group modulated the uals and has been termed "de-
The individual with Down syndrome rate of grip force required to lift the fault,"lG the question of interest is
can be characterized as moving and object. In contrast, individuals with whether parkinsonian patients have
reacting slowly. Several reasons have Down syndrome reached the appro- access to both strategies. This issue
been postulated for these characteris- priate levels of force, but did so by awaits further research.
tics, including hypotonicity and an "increasing the duration of grip force
inability to generate normal levels of appli~ation."~*(~75~) The data in Fig- Similar arguments can be applied to
f o r ~ e . ~ 'The
, ~ 3 key findings from the ures 8A and 8B illustrate this point. isometric contractions as studied by
perspective of the dual-strategy hy- Latash and Corcos (unpublished re- Stelmach and W ~ r r i n g h a mThey
.~~
pothesis are that individuals with search) had individuals with Down had individuals with Parkinson's dis-
Down syndrome might lack the ability syndrome generate movements of ease and healthy subjects generate
to modulate the intensity with which different distances. They found that isometric contractions to different lev-
they activate motoneuron pools. This the pattern of activation of the mus- els of their maximal voluntary con-
evidence comes from work by Latash cles was very similar to that of con- traction. They observed that the major
and Corcos (unpublished research) trol subjects (compare this pattern difference between the groups was
and Cole et aLZ4In the study by Cole with the dark dashed lines of Fig. 4) not in the maximum levels of force
that could be generated, but in the

42 / 31 Physical Therapy /Volume 71, Number 1/January 1991


'\
-
-
\

t.
Y*\
'-.
----
- Y*,
\'=,
\ "..------
\
\

0 2 1 d A L O 0 2 .4 .I .I LO
SZCOPB 8ECQP8
0
A B - VEL
-
-
-
-
-
-
-
-
-150 I I I I I , I I I .\ .-,:' I , , , , ,

1
-
TrLon 400 -
- ACC
-
-
-
,

I I I I I 1 l I I I 1 I I I I I l l l i

0 1000
TIME

-700 l l l l l l l l l l l , , l l l r , l l

Figure 8. Aleraged torque signals for trialsfrom (A) three control subjects (NI, N3, 1V5jand (B) three individuals with Doan syndrome
(DS2, DS& DS5) for lifring objects co~leredwith sandpaper (thick line) and satin (thin line). Object weighed 200 g Traces illustrate thefail-
ure of the p u p of individuals with DOZWsyndrome to increase rate of grip force (N=newtons) to achieve greater force needed to lift ob-
ject with more slippety (satin) s u ~ a c e(Reproduced
. with permissionSfom Cole et alJ4) (0 Averaged electromyographic (EMG) and kine-
matic data for a n individual with Down syndrome who was pei$omting mouements of 1836 54, and 72 degrees (6 of each amplitude).
Note coinciding initial agonist (biceps muscle [BIC])Eh4G and kinematic trajectoriq especialb apparent in the acceleration trace (ACC)
Time scab is in milliseconds; angle, ueloci&, and acceleration scales are in degrees, degrees per second, and degrees per second per second,
respectic~eb.fie Eh4G scales are in millivolts. TrLon refers to the long head of the triceps muscle.

Physical Therapy /Volume 71, Number 1/January 1991 32/ 43


Figure 9. (a) Attempted ballistic
movements of 10 degrees (A), 20 degrees
(B), and 40 degrees (C) by a healthy 83-
year-old woman. In graphs 4 B, and C,
the traces are gram top downward) bi-
ceps muscle electromyographic (EMG)
activity, triceps muscle EMG activity, and
position of'the elbow. Graph D shows the
three position traces supe&nposed The
parts of the jigure were altyned so that
the movements all began at the same
time from the beginning of the traces. The
dashed vertical lines are discontinuous
straight lines indicating the correspon-
dence of the timing of EMG bursts in the
dtfferent movements. (b) Ballistic move-
ments of a 68-.year-old man with Parkin-
son's disease. The organization of the
jigure is the same as in Figure 9a. Note
the additional cycles of bursts; the third
and fourth agonist bursts are labeled Ag
3 and Ag 4, respectively, and the second
and third anta'qonist bursts are labeled
An 2 and An 3,respectively. In graph D,
the initial part of the position traces are
similar, indicating similar velocities of the
dzfferent movements. In graph A, the suh-
ject did not sustain the attempted 10-
degree position, but returned quickly to
near the starting point. (Reproduced with
permission from Hallett and k%~shbin.~'-)

rate at which the force could be de-


veloped. This difference can also be
seen in the work of Wing," who
showed lower rates of force increase
and also force decrease in parkinson-
ian individuals.

Cerebrovascular Accidents

Cerebrovascular accidents frequently


lead to "upper motoneuron syn-
drome." The movement disabilities
associated with this syndrome include
weakness, slowness, clumsiness, spas-
ticity, and abnormal movement syner-
gies. Berardelli et alZ8investigated
how patients (aged 50-65 years) with
upper motoneuron lesions of vascular
origin make movements of different
distances. They had healthy individu-
als and patients make elbow flexion
movements over 10, 20, and 30 de-
grees. Their main finding was that the
agonist and antagonist EMG activity
durations of the patients were pro-
longed compared with those of the
healthy individuals. They suggest that
prolonged duration of muscle activity
is a compensatory mechanism for
generating sufficient force to per-
form the task. Again, these data are

Physical Therapy /Volume 71, Number 1 /January 1991


*i
A B
100, C

1 t 1 TILO" 40 1 AHOLE
:: i i
!
&
/ : I
e.
a
0
* ]b_""...
--..--."...-
TtL.1
-40 -h,
i
.-
L..",.""

1 ERR O i ! !

1...-. -..---
500
k h .............. ..,......,..-h .,I 2s0

'
0 TIME 3000
,&,hv
i ;& ............ .. -2000 --".. ".""""_
0 1800

Figure 10. Attempts at voluntay dors$exion before (A) and I 2 0 minutes afrer (B) the adnzinistration of baclofen. Note the dis-
appearance o f soleus (SOL) and hamstring (HAM) muscle coactivation. (QUAD=quadriceps femoris muscles, TA=tihialis anterior mus-
cle.) (Keproduced with permissionfi.om Latash et al.-<-'J(C) Averaged records o f j t l e trials at tloluntary elbow Jexion (agonists, biceps
muscle [HIC]and brachioradialis muscle [BM])in a patient with supraspinal trauma before (thin line) and afrer (thick line) intrathe-
cal buclojkn. Peak electromyographic (EMG) levels of the agonists were practicallv unchanged. Long-lasting coactivation component
of antagonist (long [TrLon]and lateral [TrLat]heads o f triceps muscle) activity decreased, retlealirzg phasic "normal-looking" antago-
nist burst. As a result, the peak speed increased twofold and the oscillations in t h e j n a l positiotz were damped. Full EMG scales corre-
spond to the maximal leziels obsewed during maximal zioluntary isometric contractiotzs; time scale is in milliseconds. (Reproduced
with permission from Latash et aC.ii)

consistent with the view that these shown in Figure 10A, in which vol- Synopsis
individuals d o not have the capacity untary dorsiflexion movements are
to generate excitation pulses of plotted before and after the admin- Van der Kamp et a135 have summa-
large intensities. istration of baclofen, and in Figure rized several studies of rapid move-
10B, in which elbow flexion move- ments that have been performed on
Spasticity ments are depicted. different patient populations. The re-
sults are presented in the Table and
Increased muscle tone and muscle Latash and c o l l e a g u e ~ 3 ~attribute
~~3 show that the EMG and kinematic
spasms are major problems facing the these dramatic changes in EMG activ- parameters of certain disorders of
physical [:herapist in delivering appro- ity, kinematics, and the consequent movement differ from the EMG and
priate tht:rapy in many disorders that capacity to generate voluntary move- kinematic profiles of healthy individu-
are associated with spasticity. As such, ment to changes that occur in the als.25.3540However, the limited differ-
careful consideration should first he spinal cord and not to the central re- ential diagnostic value of using only
given to the use of antispastic medica- organization of motor commands. In one task for the assessment of dys-
tion in alleviating these unwanted terms of the dual-strategy hypothesis function can b e seen when compari-
signs of spasticity. The advent of drug- of motor control, this finding suggests sons are made among the various
pump technology has allowed for the that improved performance is d u e to disorders. A clearer description of the
delivery of antispastic medications that diminished input to the motoneuron differences between movement disor-
have considerably more effect than pools of antagonist muscles. Further ders may emerge when tasks requir-
oral medicat1on.~9-3~ studies o n these patients and others ing speed-sensitive and speed-
also showed an improvement in their insensitive strategies are used. Any
Latash and colleague~3~,33 have shown activities of daily living.34 deficits observed, however, should
that reflexes can be abolished 2 to 3 also b e evaluated after individuals
hours after a bolus injection of ba- have had considerable opportunity to
clofen and that voluntary movement practice the task that is being used to
can be improved. This finding is determine the deficit.+l One of the

Physical 'Therapy /Volume 71, Number 1/January 1991 34 / 45


Table. Comparison of Mouernents in Patients zuith Dzfferent Disorders of MouernenP

Upper
motor Cerebellar Parkinson's Huntington's
neurone ataxia disease disease Athetosis Dystonia

Amplitude variability NK *Increased N Increased Increased Increased (15" only)


Peak velocity Slow Slow Slow Slow Slow Slow
Velocity profile NK *Asyrnm tN NK NK N
Duration Ag 1 Prolonged Prolonged N Prolonged Prolonged Prolonged
AgiAnt pattern N Variable N Cocontracting Cocontracting Cocontracting

"All movements were self-paced and self-terminated elbow o r wrist flexion movements made as rapidly as possible. Measured mechanical variables are
(1) variability in peak amplitude from trial to trial, (2) average peak velocity, and (3) velocity profile with relative duration of acceleration and deceler-
ation phases of the movement. Measured electromyographic (EMG) parameters are the average duration of the first burst of agonist (flexor) EMG activ-
ity (Ag 1) and the approximate time relations of agonist and antagonist EMG activity (Ag/Ant pattern). Descriptions refer to comparison with data from
healthy subjects executing movements of the same extent under the same instructions. These results are taken from a variety o f studies.z5.35-" (NK=
not known, N=normal, Asymm=asymmetrical profile. Asterisk indicates personal communication between van der Kamp et a1 and Fiallett. Dagger
indicates calculated from a reexamination by van der Kamp et a1 of the data of Berardelli ct al.-i7) (Reproduced with permission from van d e r Kamp
et al.35)

factors that makes individuals with in how muscles are activated. This monary problems. Thus, the optimal
movement deficits unique is the dif- section will discuss how extensive way in which to use motor control
ferent degrees of experience they practice over a wide variety of move- theory is in conjunction with a
bring to performing the types of ment tasks, exercise and strength model for multisystem evaluati0n.~3
movements that are used in therapy. training, and principles of transfer of The scheduling of treatments and
training can be applied to improving the provision of feedback between
There is a tendency in the literature the quality of movement in individu- and within treatment sessions are
on disorders of movement to not only als with disorders of movement. also crucial for the optimal imple-
fail to differentiate movement tasks, These implications are either derived mentation of physical therapy, and
but also to group disorders into ho- from o r are congruent with the dual- these aspects of treatment have re-
mogenous classifications.41 For exam- strategy hypothesis. However, these cently been reviewed by Winstein.44
ple, there are three genetically dif- implications are not meant to be con-
ferent forms of Down syndrome that sidered in isolation. They are simply Practice
are seldom alluded to in the literature meant a5 another factor to consider
on motor control. In the case of cere- when designing treatment programs. One of the very few agreed upon ob-
bral palsy, there are several types and Consideration will also be given to servations in the motor learning liter-
numerous associated deficits, all of situations in which the most expedient ature is that appropriate practice leads
which have been poorly controlled therapeutic approach might be deter- to improved motor performance. The
for (or alternatively represented in mined functionally, because there are implication for physical therapy is that
insufficient numbers to allow for sep- many other factors to consider when patients should be encouraged wher-
arate analyses) and poorly analyzed in comparing the design of a treatment ever possible to practice making
the few studies on physical therapy program for an elderly individual who movements. As obvious as this may
efficacy that have been conducted.42 has Parkinson's disease o r is suffering seem, it is not always recognized how
Few assumptions, therefore, should from a cardiovascular accident with the many movements are required to ob-
be made about whether a deficit ex- design of a treatment program for a tain changes in motor performance o r
ists in any mechanism in any particu- young individual with Down syndrome for how long such improvements can
lar individual before he or she has o r cerebral palsy. These factors include take place.45 In a study of healthy in-
been assessed over a wide variety of economic, social, and developmental dividuals, Corcos et a14Qhowed that
movement experiences. considerations. performance enhancement (as de-
fined by the ability to move more
Implications for In addition, even when motor con- quickly and more accurately) can take
Physical Therapy trol theory can identify causal links place over at least 1,400 repetitions.
between movement impairment and The causes for this improvement are
In the previous sections, it has been resultant consequences, it does not primarily related to the ability to in-
suggested that disorders of movement address the issues that arise from crease the intensity of activation to
can be characterized by abnormalities indirect effects such as cardiopul- motoneuron pools.

46 / 35 Physical Therapy /Volume 71, Number 1/January 1991


In the study of mental retardation, therapist should ensure that move- determining the appropriate move-
many studies have shown that ex- ment restraint is not caused by hyper- ment pattern desired for all types of
tended practice can lead to great im- excitable reflexes, for example as in movement, and not just gait. So far in
provements in performance such that the data in Figure 3. If it is, any form this article, it has been argued that
there is little difference between the of exercise that induces activation of there are certain situations in which
practicecl group and the healthy con- the antagonist muscles could be coun- physical therapy intervention should
trol group. The point to be stressed terproductive. The following caveat be based on theories of motor con-
in this article is that motor skills should also always be kept in mind. trol derived primarily from studies on
should be chosen that encourage pa- As pointed out by Hashimoto and Paty healthy individuals. However, many
tients to practice aspects of the move- in discussing multiple sclerosis times this may not be the most suit-
ment in which they are deficient. For able approach. One such situation is
example, in the case of Down syn- Physiotherapy has an important part to when the disorder of movement is
drome and Parkinson's disease, the play. The problem is that it can b e primarily involuntary. For example,
inability to modulate the intensity of counterproductive if pushed too hard. the predominant disabling feature of
excitatiol~to the motoneuron pools In a patient with limited energy re-
athetoid cerebral palsy is excessive
sources, it does not make sense to
seems a potential problem. As such, involuntary movement. As such, the
have them squander that energy on
the same movement task should be exercises when it could b e better used best therapeutic approach would
practicecl at a wide variety of speeds. doing work o r some other activity that seem to be to identify key functional
is important in maintaining self-esteem. tasks that a person needs to perform
Strength Training and Exercise On the other hand, it is vely important and experiment with ways in which to
for a patient's self-esteem to continue perform such tasks so that there is
One of the points to emerge from the to push and to see results from that minimum involvement of extraneous
dual-strategy hypothesis of motor con- striving.50(Pl~579-5HO) movements. This suggests that individ-
trol is that substantial forces are in- uals with disorders of movement
volved in the generation of move- Transfer of Training need to be observed closely and that
ments. This fact is demonstrated in they need different types of treatment,
Figure 4, in which the peak inertial Any program of movement therapy depending on whether the primary
torque is plotted for a healthy subject. should work on the premise that a cause of their disability stems from
The values of peak inertial torque are wide variety of different movements the voluntary o r the involuntary as-
a large percentage of the person's should be practiced, because what is pect of the disorder.
maximal voluntary contraction, which learned in performing one movement
is shown by the arrows on the inertial will not necessarily have a major ef- It is also important to observe
torque plot. Many disorders of move- fect in learning another movement. whether movement impairment is
ment art: characterized by weakness For example, Gottlieb et a151 had related to extraneous muscle activity
that some investigators believe is re- healthy individuals practice move- or whether impaired movement and
lated to {:hediminished functional ments at one distance and then gener- extranecius activity are both signs of
capacity of the patient (for example, ate movements to three distances in- the underlying movement pathology.
see artic1.e by Bohannon and accom- cluding the practiced distance. For example, some studies have
panying commentary by Rothstein et Movements to the practiced distance shown causal relations between spas-
a143.Strength training and exercise were faster and more accurate than ticity and movement impairment,l5,54
would therefore seem to have the movements to the nonpracticed dis- whereas others have not.55 Equally,
potential to play an important role in tance, suggesting only partial transfer some studies have shown that treat-
facilitating improved movement ca- of what is learned. These findings are ment alleviates spasticity and im-
pacity in disorders of movement.48 in general agreement with the views proves movement,jOwhereas others
Evidence: in support of using strength of Schmidt and Y0ung,5~who also have n0t.5~The reason for these dif-
training can also be derived from the argue that the amount of transfer wit- ferent findings may be that insufficient
findings of Colebatch et a1,49who nessed in motor tasks is low. care has been taken to document the
have shown that the strength of the primary causes of spasticity, whether
elbow flexors was relatively more Theory Versus Function more than one mechanism may be
weakened than that of the extensors responsible o r whether the spastic-
on the hemiparetic side of the indi- The issue of how best to determine ity is related to the movement def-
viduals they studied. This finding was physical therapy intervention princi- icit. So, for example, McLellan et
true for hemiparetic patients suffering ples is far from resolved. Craik and aP7 have shown that the antispastic
from strokes as well as those with Oatis53 provide a detailed discussion of medication tizanidine did not abol-
cerebral tumors. the appropriate times to use normal ish abnormal EMG activity for one
gait as a means for understanding of their spastic patients. This finding
The folbwing factors, however, "gait deviations" and also when to use led them to conclude that the ab-
should be considered before using standards derived from patients. Many normal patterns of muscle activation
exercise and strength training. The of the points they address apply to were centrally determined. Simi-

Physical Therapy /Volume 71, Number 1 / January 1991


larly, Nashnerss has argued that cision with which movements are 11: a speed-sensitive straresy. ,J Areurop~!~'siol.
spasticity is secondary to a func- 1989;62:358-368.
made. Treatment programs can then
4 Feldman AG. Once more o n rhe
tional loss in central and spinal pro- be selected that specifically address equilibrium-point hypothesis ( A model) for
grams. In such cases, treatments the particular deficiency. One particu- motor control. ,Journal of ,).lolor Behavior:
based on the premise of developing lar treatment principle would b e to 1986;18:17-54.
"normal" movements should not identify the range of speeds over 5 Gottlieb GL, Corcos DM, Latash ML, Agawal
GC. Principles under-lying single joint move-
necessarily be expected to work which patients can make movements. ment strategies. In: Winters J, \YrooS, eds. Mul-
because the normal mechanisms are This information can most easily b e liple Must-le .Svslerns: Biomechanics and Mol~e-
absent. However, in cases in which obtained by varying movement dis- men1 OKanizaliorz. New York, NY Springer-
Verlag New York Inc; 1990:236-250.
the negative signs of spasticity im- tance. Then the therapist should iden- 6 Hallett M, Shahani BT, Young RR. EMG anal-
pede movement and can be sup- ti% the degree to which patients can ysis of stereotyped voluntary movements in
pressed by medication o r therapy move at different speeds within that man, ,J Neurol Neurosup Pg'chia~ry.
1975;38:1154-1162.
based on principles of inhibition, range. Once it has been established
7 Angel RW. Electromyography during volun-
physical therapy should be very that the person cannot move quickly tat? movement: the two-burst pattern. Eleciro-
effective and lead to even greater and cannot change speed intention- rrzcrphalogr Clin Neurol 1974;36:493498.
functional improvement by enabling ally, the next step is to identify 8 Hannaford B, Stark L. Roles of the elements
more productive work on factors whether the cause of this inability is of the triphasic control signal. Exp Neurol.
1985;90:619-634.
such as strength, endurance, and limited input to the agonist muscle, 9 Beradelli A, Rothwcll JC. Day BL, et al. Du-
range of motion that are predicated excessive input to the antagonist mus- ration of the first agonist burst in ballistic arm
o n motor control theory. In this sit- cle, o r both. (Identification of the movements. Brain Kes. 1984:304:183-187.
uation, normal mechanisms will cause of the movement restraint is 10 Brown SH, Cooke Jn, Initial agonist burst
duration depends on movement amplitude.
now be able to produce coordi- difficult without the use of electromy- &p Brain Res 1984;55:523-527.
nated movement. ography.) Structured practice o f dif- 11 Kelso JAS. The process approach to untler-
ferent types of movements, the use of sranding human behavior: an introduction. In:
Conclusion exercise programs, biofeedback and Kelso JAS, ed. IIuman Molor Hehal'ior: An 112-
~roduciiorz.Hillsdale, NJ: Lawrence Erlbaum
motor copy training,lhnd appropri- hsociatcs Inc; 1982:3-19.
When a person performs a task, an ate medication can then b e chosen to 12 Corcos DM, Gottlieb GL, Agarwal GC. Does
analysis of a wide variety of motor increase agonist activity o r to decrease constraining movements constrain [he devel-
opment of movement theories? Rrhav Bmin
disorders suggests that they share antagonist and unwanted synergistic Sci. 198%12:237-246.
many characteristics. Most disorders activity. 13 Campbell SK. Assessment of the child with
are characterized by (1) slow reac- CNS dysfunction. In: Rothstein JM, ed. Mea-
tion times, (2) slow movement Acknowledgments suremen! in Physical Therapy. New York, NY:
Churchill Livingstone Inc; 1985:207-228.
times, (3) increased variability in
This article would never have been 14 Wolf SL, LeCraw DE, Barton LA. Compari-
performance, and (4) movement son of motor copy and targeted biofeedback
trajectories with discontinuities. In possible without the ideas and experi- training techniclues for restitution of upper
addition, many disorders of movc- mental data of Gerry Gottlieb and extremity function among patients with neuro-
l o g ~ cdisorders. Phys Ther. 1989,69:719-735.
ment can b e characterized by a rate Mark Latash and the software develop-
15 Corcos DM. Gottlieb GI., Penn RD, et al.
limitation on their ability to pro- ment of Om Paul. I would like to Movement deficits caused by hyperexcitable
duce force o r generate movements. thank Dr Suzann Campbell for her stretch reflexes in spastic humans. Brain
thorough and thought-provoking re- 1986;109.1043-1058.
("Rate limitation" refers to the
view of the manuscript and for help- 16 Gottlieb GL, Corcos DM, Agawal GC,
speed at which a person can gener- Latash ML. Organizing principles for single
ate a force o r make a movement.) ing me to clarify several of the ideas joint movements, 111: the s1)eed-insensitive
expressed in it. I would also like to strategy as default.,J Nezrroph~aiol
thank Roni Cromwell and Gil Almeida 1990:63:625-636,
This article has suggested that the
for their review of the manuscript and 17 Wadman W), Denier van d e r Con JJ, Geuze
dual-strategy hypothesis can b e used mi, Mol CR. Control of fast goal-directed arm
to identify particular causes of some Dick Penn for giving me the opportu- movements. ,Journal of'Hurnun Moz~emeni
of these movement deficiencies. Defi- nity to d o clinical research. Sludies 1979,5.3- 17.
ciencies can result from a failure to 18 Lee WA, Michaels CF, Pai Y. The organiza-
tion of torque and EMG activity during bilat-
appropriately modulate the intensity, eral handle pulls by standing humans. Exp
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Physical Therapy /Volume 71, Number 1 /January 1991

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