ABSTRACT. Robertson RN, Boninger ML, Cooper RA, chance of injury by minimizing the forces at the joints, as a
Shimada SD. Pushrim forces and joint kinetics during wheel- means of maximizing efficiency or as a combination of these
chair propulsion. Arch Phys Med Rehabil 1996;77:856-64. factors. More work investigating 3-dimensional forces and the
influence of seating position and various conditions of propul-
Objective: To investigate pushrim forces and joint kinetics sion such as speed changes, ramps, and directional changes on
during wheelchair propulsion and to discuss the differences
injury mechanisms needs to be completed.
between inexperienced and experienced wheelchair users.
© 1996 by the American Congress of Rehabilitation Medicine
Design: Cohort study. and the American Academy of Physical Medicine and Rehabili-
Setting: Human engineering laboratory at a state university. tation
Subjects: Four men who use manual wheelchairs for mobility
and four nondisabled men who did not have extensive experi-
ence pushing a wheelchair; all subjects were asymptomatic for EPETITIVE STRAIN INJURY is remarkably common in
upper extremity pain or injury.
Methods: Subjects pushed a commonly used wheelchair fit-
R individuals who use manual wheelchairs. The prevalence
of shoulder pain in individuals with spinal cord injury (SCI) is
ted with a force-sensing pushrim on a stationary wheelchair between 31% and 73%. ~-5 Other studies show that the preva-
dynamometer. Video and force data were collected for 5 strokes lence of carpal tunnel syndrome in this group is between 49%
at one speed of propulsion. Pushrim forces and net joint forces and 73%. 6"9 In these studies the authors suggest that the repeti-
and moments were analyzed. tive trauma to upper extremity joint structures while propelling
Main Outcome Measures: Pushrim forces, radial (Fr) and a wheelchair is, in part, responsible for these injuries. Because
tangential (Ft), were analyzed and compared for both groups in the upper extremity is so important for activities of daily living,
relation to peak values and time to peak values and as ratios of pain in this area can be a serious problem leading to lost inde-
overall forces generated. Net joint forces and moments were pendence, increased cost of care, and additional secondary inju-
analyzed in a similar fashion. ries.
Results: Pushrim forces and joint moments were similar to Little information is available concerning the forces applied
those previously reported, with radial forces averaging between to the pushrim or the forces developed across the joints during
34 and 39N and tangential forces ranging on average between wheelchair propulsion due to the complexities of developing a
66 and 95N. Tangential forces were higher than radial forces, reliable system for measuring pushrim forces. Measurement of
and mean ratios of tangential forces to the resultant force were forces applied to the pushrim has been accomplished by static
approximately 75%, whereas mean radial force ratios were ap- force measurements, ~°'~ by external devices such as force
proximately 22%. All subjects showed higher joint moments at plates~2 and connections to isokinetic dynamometers,~3'~4 and by
the shoulder than at the elbow or wrist. A large component of direct measurement of pushrim forces through various kinds
vertical reaction force was seen at the shoulder. Significant of force measuring transducers. 15-22 Few of these studies have
differences (p < .05) were found between groups for peak directly measured pushrim forces while individuals pushed
tangential force and time to peak tangential and peak vertical commonly used wheelchairs.
forces, with wheelchair users having lower values and longer Veeger and coworkers ~5'J8'23 provided some information on
times to reach the peak values. pushrim forces with a wheelchair simulator that measured
Conclusions: Discrete variables from the force-time curves torque at the hub and forces applied to the pushrim through 3-
can be used to distinguish between wheelchair users and nonus- dimensional force transducers mounted to support structures.
ers. The experienced users tended to push longer, used forces They showed that increasing the speed of propulsion did not
with lower peaks, and took longer time to reach peak values. increase all components of the pushrim forces and that generally
This propulsive pattern may have been developed to reduce the the vertical forces were larger than those in the horizontal direc-
tion.
From the Human Engineering Research Laboratories, Division of Physical Joint forces have been studied by few authors. Larger joint
Medicineand Rehabilitation,Departmentof OrthopaedicSurgery,and the Depart- moments have been noted with increases in external power
ment of RehabilitationScienceand Technology,Schoolof Health and Rehabilita- output, with the highest moments occurring at the shoulder
tion Sciences,Universityof Pittsburgh. during flexion and adduction and the anterior deltoids and pecto-
Submitted for publication October 10, 1995. Acceptedin revisedform Decem- falls major acting as primary movers. 24It was shown that fatigue
ber 19, 1995.
Supported in part by The UnitedStates Department of Veterans Affairs, Reha- did not affect the magnitude of joint moments or joint reaction
bilitation Research and DevelopmentService(B686-RA), and The United States forces and that joint moments and joint power were highest
Department of Education, RehabilitationServicesAdministration(H129E00005). during shoulder joint flexion. 17 Joint moments at the shoulder
No commercial party having a direct financial interest in the results of the
research supporting this article has or will confer a benefit upon the authors or were found to be much higher than at the wrist or the elbow,
upon any organization with which the authors are associated. when subjects pushed a wheelchair on a treadmill. Higher speed
Reprint requests to Michael L. Boninger,MD, Divisionof Physical Medicine and greater slope resulted in greater loads on the 3 joints, with
and Rehabilitation,Suite901 KaufmannBuilding,3471 FifthAvenue,Pittsburgh, the effect of slope being more significant than that of speed. 25
PA 15213. Although these studies report important findings related to
© 1996by the AmericanCongressof RehabilitationMedicineand the American
Academy of Physical Medicineand Rehabilitation the kinetics of wheelchair propulsion, a comprehensive assess-
0003-9993/96/7709-372453.00/0 ment of pushrim forces and joint forces has not been reported.
as a rotated version of the world coordinate frame. This informa- ro = fifo + Ifi + ~Itv + 1VIg (8)
tion can be used to determine the PFA. The resultant F is a
function of Fx and Fy or F, and Ft as shown in equation 2. where ~p = reaction force and moment vector at the proximal
The angle F makes with respect to Fx is governed by the end, • = moment arms from proximal to distal end, [2 and w
relationships = angular velocity matrices, ?D = reaction force and moment
vector at distal end, I = segment mass and moments of inertia
Fx about the mass center, fi = linear and angular accelerations at
cos 01 = - - mass center, 1VI = force and moment contribution at distal end
F
from center of segment mass, and g = gravitational acceleration.
F, A pseudo-code real-time implementation of equation 8 is
sin 01 = m (4)
F
and the angle F makes with respect to F~ is governed by a for j = 1,n
similar~set of equations f'p(j, t) = ~p(j, t)fD(j, t) + I(j, t)~(j, t) + ~2(j, t)I(j, t)w(j, t)
,f in0 ]
~ a@" 02 (.67 and .89m/see). Subjects monitored their speed by viewing
COS O,-2 = ~ ' * ,-~ = [COSOl sin OIl_COS
• an analog tachometer mounted at the front of the dynamometer.
Signals from the force-sensing pushrim were collected at 75Hz
per channel while a single video camera recorded sagittal mo-
tion data at 60Hz. Data were collected for approximately 30
seconds, and 5 consecutive strokes in the middle of the bout
: L- J were used for analysis. Processing of the signals from the beam-
mounted strain gages resulted in a determination of forces in
the x and y direction and moment about the z-axis (x--anterior-
The PFA angle is then determined by taking the arc-cosine of posterior; y--superior-inferior; z--medial-lateral). A cubic
equation 7 and using information based on the normal stroke spline function was used to interpolate the force data to 60Hz.
pattern to determine in which quadrant the hand is located. This Kinematics. Joint angles and linear and angular accelera-
last step must be done because there are two solutions to equa- tions of joint segments were determined from the video data
tion 7, which are 180 ° transposed. utilizing Peak5 data analysis software, b
The PFA may be relatively unstable at the beginning and end
of the stroke, when forces are low. To minimize this effect, the Statistics
PFA was constrained to maintain a fixed relationship with a A repeated-measures analysis of variance (ANOVA) with a
known point on the rotating wheel. The SMART whee~ has an probability level set at p = .05 was used to determine if differ-
optical encoder that keeps track of its angular rotation. This ences existed in critical events on the pushrim force curves
device outputs digital pulses that represent 0 ° to 360 ° rotation and joint moment curves between groups (wheelchair users and
of the wheel. The system is designed such that when one of the nonusers). A one-way ANOVA was used to determine if sub-
beams (denoted beam A) reaches top dead center, the optical jects within a group exhibited significant differences for these
encoder outputs 0 °. Determining the angle difference between variables. The large volume of data required to be collected and
this beam and the PFA, in the middle part of the stroke where analyzed for each subject precluded the use of a large number
the PFA is more stable, allows us to transform the PFA location of subjects for this study. Determination of statistical power
at the beginning and end of the stroke to maintain this angular was difficult because this type of data has not been previously
difference, in effect increasing the signal-to-noise ratio. collected with a comparable setup, and expected variation in
the data was unknown. To enhance statistical power, a repeated-
Calculation of Joint M o m e n t s measures analysis was used to investigate significant main effect
Our laboratory has previously described the method used to differences.
determine the net joint forces and moments. 28'29Briefly, a gen-
erai link-segment model using an inverse solution with Newton- RESULTS
Euler method based on a variable degree of freedom body coor-
dinate system (ie, the number of body segments is not fixed) P u s h r i m Forces
was used. A recursive matrix back propagation algorithm was Table 2 lists the means and standard deviations for selected
derived to improve computational efficiency. critical variables for both groups and summarizes the results
related to the wheelchair user striking the pushrim at the begin- Start of p r o p ~
ning of the propulsion phase. Figure 2 shows a representation
of this value. The magnitude of the impact spike, determined
from the vertical force curves (Fy), were not significantly differ-
ent between groups (table 2). The time to impact spike was
significantly longer for the wheelchair users. The users were
not significantly different from each other, whereas the nonusers
were significantly different from each other. push r i ~ ' ~ End of propulsion
The relationship between the amount of tangential and radial
force to the total force (F) may represent a measure of stroke
efficiency. 18'23In contrast to these previous determinations, the
%~
ratios (equation 9) were calculated from squared measures of Start of p r o p u l s i o n . ~ 1 0 6 deg
the forces defined previously in equation 2.
Fr: Fd
~7 + ~ = 1 (9)
DISCUSSION
Wheelchair propulsion is a unique way of utilizing the upper
extremity to provide mobility. Most tasks performed by the
upper extremity are manipulative in nature. That is, the upper
B
extremity is used to place the hands in a position where objects
Fig 4. Mean forces for (A) non-wheelchair users and (B) wheelchair us- can be handled. Wheelchair propulsion requires the upper ex-
ers, plotted at the point of force application (PFA): Fr, radial force; It, tremity to produce repeated, forceful movements. A number of
tangential force; F, resultant force. studies have shown that high-force high-repetition tasks result
Table 3: Mean and Maximum Values for Joint Moments at Each Joint for Each Group
Wrist Elbow Shoulder
Average Max Average Max Average Max
Moment Moment Moment Moment Moment Moment
Non-wheelchair users
Mean -.15 2.29 -10.31 -21.31" -16.89 -34,87*
SD (1.18) (1.01) (2,76) (3.88) (4.16) (5.00)
Wheelchair users
Mean 1.91 5.78 -4.61 - 12.31" -8.67 -19.60"
SD (3.70) (6.95) (4.02) (2.62) (4.29) (5.56)
Average and maximum moments are grand means determined from the means of each subject within a group.
* Significant differences (p < .05). The maximum shoulder moment for both groups was significantly larger (p < ,05) than the moments at either the
elbow or the wrist.
in injury to upper extremity joints and the nerves that transverse that helped distinguish wheelchair users from nonusers in this
them. 32-36To determine the cause of injury, we must understand study and may help explain injury mechanisms. From an effi-
the forces and moments associated with injurious tasks. Manual ciency standpoint, the greater proportion of force directed tan-
wheelchair users experience a high incidence of upper extremity gential to the pushrim, the greater the moment developed at the
injuries, ~-9 which, in large part, may be attributable to how hub. Some Fr is required to provide friction such that a Ft can be
forces are applied to the pushrim during propulsion. This article produced. However, individuals who apply large nontangential
assesses the pushrim and joint forces necessary to propel a forces will require larger total forces to maintain the same veloc-
wheelchair. In addition, the differences among inexperienced ity. This has implications for injury in that if larger forces are
and experienced wheelchair users and the implications for injury required at the pushrim then greater joint forces and moments
are discussed. are developed. How much Fr is required is dependent on the
The magnitudes of the pushrim and upper extremity forces pushrim-hand frictional characteristics and the requirements of
found in this study were comparable to those reported in previ- the wheeling task, ie, going faster or slower, going up and down
ous studies. We showed that peak pushrim forces averaged ramps, turning, and stopping and starting. Our study has shown
between 66 and 95N tangentially and 34 to 39N radially for that there are differences in tangential force production depen-
a propulsion speed of approximately .75m/sec. Average peak dent on user experience and that within groups, large amounts
shoulder, elbow, and wrist moments were -34.9, -21.3, and of variability existed within the stroke itself.
2.3Nm, respectively, for the non-wheelchair users and -19.6, Veeger and colleagues ~s'2°'23'24'37have described the impor-
-12.3, and 5.8 Nm, respectively, for the wheelchair users. Ver- tance of tangential versus total force produced. They developed
tical forces at the pushrim averaged 82N for the nonusers and a measure, the fraction of effective force (FEF), which related
57N for the users. Veeger and coworkers 37 reported peak verti- a pure tangential force (Mz/R) at the pushrim to the total force.
cal forces between 88 and 152N for propulsion speeds between This measure was used to describe how effective an individual
1.11 and 1.67m/sec. Joint moments were between 22 to 36Nm was in applying forces to the pushrim. In agreement with our
for the shoulder, 5 to 10Nm for the elbow and 4 to 9Nm for
study, they found that subjects generally had a fraction of effec-
the wrist. Su and associates~s found smaller shoulder moments
tive force that was low. They attributed this to the constrained
(6 to 11Nm) for their subjects but the test was performed on a
motion required by not only placement of the users body in a
treadmill at a slower speed. Rodgers and coworkers ~7 found
seated position, which has a particular orientation to the push-
shoulder moments which were higher, but these subjects pushed
rim, but also the requirement that the user apply forces to a
at a slightly faster speed (.97m/sec) and a smaller pushrim was
circular, rigid system. In the present study we calculated ratios
used.
Our analysis focused on Ft, the portion of the force driving relating F, and Fr to the total force. Our calculations are based
the wheelchair forward, and Fr, the portion of the force directed on equation 9. We found that the mean Fr stroke ratios averaged
radially. Fr, although not involved in moving the wheelchair, approximately 22% while the mean F~ stroke ratios averaged
is required to create friction between the hand and the pushrim. between 73% and 79%. The ratios indicate that the radial force
We found that inexperienced and experienced wheelchair users as a percentage of the resultant force averaged over 20% for
differed considerably in how they applied forces to the pushrim. the propulsive phase and peaked at close to 70%.
Generally, wheelchair users developed lower peak forces, the There are other components of the propulsive stroke that
peaks were reached later in the propulsive cycle, and peak forces helped distinguish wheelchair users from nonusers and may
were maintained for longer periods of time. This is illustrated help explain injury mechanisms. Figure 3 depicts force-time
in figure 3. Users also were found to apply propulsive forces curves from one subject in each group. This figure demonstrates
for a longer period of time while maintaining the same speed the differences between groups in how they apply forces to the
of propulsion as the nonusers. Significant differences between pushrim. Users had lower peak forces and applied force over a
the two groups were found in peak Ft, the time to peak F~, and longer period of time. Lower peak forces coupled with longer
peak vertical force, or force directed straight down using a stroke time decreases exposure of joints to harmful forces with-
global reference frame. The magnitude of tangential force was out decreasing speed. These plots also show that the n o n -
related to experience, with nonusers developing larger peak Ft wheelchair users had a more distinct impact s p i k e - - t h e first
and reaching these peak values in a shorter period of time. Peak peak in the force curve. This is the point in time when the
tangential forces were larger than peak radial forces for both individual first makes contact with the pushrim or very shortly
groups. thereafter. A rapidly developed force at pushrim contact may
Investigating Fr and F, highlights important components of expose joint structures to rapid rates of loading which will
pushrim forces. Many investigators have assumed that nontan- ultimately produce trauma. Another important aspect of pushrim
gential forces are negligible and thus omitted them. ~7This omis- forces may be the point of force application (PFA). Figure 4
sion ignores an important aspect of propulsion biomechanics shows each of the major force components and where on the
A
Ensemble
i5t
::f E'b°w I0~'--. Shoulder
.15(]t . . . . . . . . . .
0 10 20 30 40 50 60 70 80 90 100
:I . . . . 7 /
0 10 20 30 40 50 60 70 80 90 100
2 0 10 20 30 40 50 60 70 80 90
% Propulsion % Propulsion % Propulsion
Subject I
25
.-. 20 Wrist to bow ,0t Shoulder
-10
-I0
-20 °
-i0
-10 -5
0 0.[ 0.2 0.3 0.4 0,5 0.6 0.7 0.8 0.9 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9
Time(see) Time(see) Time(sec)
B
Ensemble
.., 1( j "',
0 -1C ,..--, ,,"
pushrim these forces are applied throughout the propulsion p e c t e d that at h i g h e r s p e e d s the larger inertial c o m p o n e n t w o u l d
phase for both groups. Other studies have assumed that the 2nd increase the forces across the shoulder. T h e Fy c o m p o n e n t o f
or 3rd MP is coincident with the PFA. 24 The PFA may be a the p u s h r i m force is directed vertically with r e f e r e n c e to the
way of distinguishing differences in the way individuals apply global c o o r d i n a t e system. T h e s e f o r c e s a v e r a g e d 82N for n o n -
force to the pushrim that could be used to identify potentially w h e e l c h a i r users and 5 7 N for users; t h e s e results w e r e signifi-
harmful stroke mechanics. A further examination of all these cantly different. T h e s e are h i g h forces, e s p e c i a l l y w h e n c o n s i d -
variables is warranted, particularly for larger numbers of wheel- ering that the subjects p u s h e d at a m o d e r a t e test speed. Fy forces,
chair users with different levels of impairment and for different w h e n t r a n s m i t t e d to the shoulder, h a v e a t e n d e n c y to drive the
conditions of propulsion including speed changes, directional h e a d o f the h u m e r u s into the a c r o m i o n , Figure 7 illustrates the
c h a n g e s , and c h a n g e s in resistance. p o s i t i o n o f the j o i n t s e g m e n t s in r e l a t i o n s h i p to the p u s h r i m
Inertial effects w e r e f o u n d not to c o n t r i b u t e significantly to w h e n p e a k vertical f o r c e w a s acting at the s h o u l d e r for both
j o i n t reaction forces. This i m p l i e s that forces at the p u s h r i m groups. This u p w a r d d r i v i n g f o r c e m a y p l a c e the s h o u l d e r at
w e r e the m a i n contributor to the reaction f o r c e s seen at the risk for the d e v e l o p m e n t o f rotator c u f f tears or i m p i n g e m e n t
joints. This is in a g r e e m e n t with o t h e r investigators. 24 It is ex- syndromes. 3
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