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Joint Bone Spine 73 (2006) 43–50

http://france.elsevier.com/direct/BONSOI/

Review

Spinal muscle evaluation using the Sorensen test:


a critical appraisal of the literature
Christophe Demoulin *, Marc Vanderthommen, Christophe Duysens, Jean-Michel Crielaard
Physical Medicine and Rehabilitation Unit, Liège University, Liège, Belgium
Received 3 May 2004; accepted 4 August 2004

Available online 05 October 2004

Abstract

The first test for evaluating the isometric endurance of trunk extensor muscles was described by Hansen in 1964. In 1984, following a study
by Biering-Sorensen, this test became known as the “Sorensen test” and gained considerable popularity as a tool reported to predict low back
pain within the next year in males. The test consists in measuring the amount of time a person can hold the unsupported upper body in a
horizontal prone position with the lower body fixed to the examining table. This test has been used in many studies, either in its original
version or as variants. Although its discriminative validity, reproducibility, and safety seem good, debate continues to surround its ability to
predict low back pain; in addition, the gender-related difference in position-holding time remains unexplained and the influence of body
weight unclear. A contribution of the hip extensor muscles to position holding has been established, but its magnitude remains unknown. The
influence of personal factors such as motivation complicates the interpretation of the results. Despite these drawbacks, the Sorensen test has
become the tool of reference for evaluating muscle performance in patients with low back pain, most notably before and after rehabilitation
programs.
© 2005 Elsevier SAS. All rights reserved.

Keywords: Muscle endurance; Low back pain; Trunk extensor muscles; Physical evaluation; Spinal muscles

1. Introduction Several studies suggest that patients with chronic nonspe-


cific low back pain may benefit from an active multidisci-
Despite growing research efforts, nonspecific low back pain plinary approach involving an individually tailored recondi-
remains a major public health burden throughout the indus- tioning program [6–8]. Tools capable of quantitating
trialized world. Epidemiological data indicate an annual individual deficiencies and of documenting the effects of
prevalence of about 39–54% [1,2] and a lifetime prevalence reconditioning would be useful. Evaluating the endurance of
of 60–65% [1–3]. Costs to society stem mainly from chronic trunk extensor muscles seems to have greater discriminative
forms, which account for only 5–10% of cases [4,5]. Chronic validity than evaluation of maximal voluntary contractile force
nonspecific low back pain results in both physical and psy- [9–14].
chological deconditioning that traps the patient in a vicious In 1964, Hansen developed the first test for evaluating the
circle characterized by decreased physical performance, exac-
isometric endurance of trunk extensor muscles and validated
erbated nociceptive sensations, impaired social functioning,
it in 168 healthy individuals and 90 patients who had had
work disability, and depression. The physical component of
surgery for low back pain within the last 3–4 weeks [15]. In
deconditioning involves both stiffness of the lumbar spine-
this test, the patient is in the prone position with the lower
pelvic-femoral unit, decreased muscle strength and endur-
body fixed to the examining table and the upper body extend-
ance, loss of cardiorespiratory adjustment to physical exer-
ing beyond the edge of the table. The test consists in holding
tion, and neuromuscular inhibition (kinesiophobia) [6].
the upper body horizontal as long as possible. In 1972, Troup
et al. evaluated muscle fatigability by performing surface elec-
* Corresponding author. Département de Médecine Physique et
Kinésithérapie-Réadaptation, ISEPK, B21, Allée des Sports 4,
tromyography in patients during the test [16]. After a
B-4000 Liege, Sart Tilman, Belgium. 1984 study by Biering-Sorensen [9] published in Spine, the
E-mail address: mvanderthommen@ulg.ac.be (C. Demoulin). test became known as the “Sorensen test”. Biering-Sorensen
1297-319X/$ - see front matter © 2005 Elsevier SAS. All rights reserved.
doi:10.1016/j.jbspin.2004.08.002
44 C. Demoulin et al. / Joint Bone Spine 73 (2006) 43–50

used the test together with several other evaluations in over • Number of straps: two [19,26–28] to five straps [14] have
900 individuals and concluded that a shorter position- been used to hold the lower body to the table; in the Roman
holding time during the Sorensen test predicted low back pain chair variant (Fig. 2), the feet are fixed to the device and
within the next year in males. no straps are needed [29–34].
• Starting position: in several studies [31,34], the test was
started with the upper body sloping downward toward the
2. Methods floor so that a concentric contraction of the trunk extensor
muscles was needed initially to reach the horizontal posi-
We conducted a Medline search for articles reporting the tion.
use of the Sorensen test to evaluate the back muscles. The • Hip flexion: in theory, the hips remain fully extended
keywords used for the search were “Sorensen test”, “back throughout the Sorensen test. However, hip flexion was 6°
pain”, “muscle endurance”, “static endurance”, “muscle in a study by Holmstrom et al. [10] and 40° in a study by
fatigue”, “function test”, “back extension”, and “trunk exten- Dedering et al. [29,30] (Fig. 3).
sors”. In addition, the reference list of each article retrieved • Method for documenting the horizontal position of the
by the Medline search was examined for additional related upper body: whereas many authors (including Biering-
articles. Sorensen) simply trusted a visual evaluation [10,19,21,27,
31,34–36], others used measurement devices (inclinom-
eter [24,37,38], goniometer [18], or photoelectric cell
3. Description of the Sorensen test [10,39]) or asked the patient to maintain contact between
the back and a stadiometer or weight hanging from the
The patient lies on the examining table in the prone posi- ceiling [18,40,41].
tion with the upper edge of the iliac crests aligned with the • Criteria for stopping the test: in studies that used measure-
edge of the table. The lower body is fixed to the table by three ment devices or contact with an object to define the hori-
straps, located around the pelvis, knees, and ankles, respec- zontal position, specific test-stopping criteria were used,
tively. With the arms folded across the chest, the patient is such as trunk downsloping by more than 5–10° [24,37,42]
asked to isometrically maintain the upper body in a horizon- or loss of contact with the object for more than 10 s [43].
tal position (Fig. 1). The time during which the patient keeps
the upper body straight and horizontal is recorded. In patients
who experience no difficulty in holding the position, the test
is stopped after 240 s.
The Sorensen test is the most widely used test in pub-
lished studies evaluating the isometric endurance of trunk
extensor muscles. It has been used either as described ini-
tially or with a number of modifications, as listed below.
• Arm position: the test has been used with the arms bent,
the elbows held out, and the hands on the ears [17], fore-
head [18], or nape of the neck [19,20]; in another variant,
the arms are held along the sides [13,21,22]. Because arm
position influences the location of the center of gravity,
these modifications affect the mass moment of the upper
body and, therefore, test performance [23]. Fig. 2. Roman chair used to evaluate isometric endurance of the trunk exten-
• Location of the edge of the table: in several studies, the sor muscles.
anterior–superior iliac spines were placed at the edge of
the table, instead of the upper edge of the iliac crests
[24,25].

Fig. 3. Evaluation of the trunk extensor muscles as suggested by Dedering et


Fig. 1. The original Sorensen test. al [29].
C. Demoulin et al. / Joint Bone Spine 73 (2006) 43–50 45

Table 1
Results of the Sorensen test reported in the literature
Endurance (s) Males Females
Healthy Prior LBP LBP Healthy Prior LBP Current
LBP
Biering-Sorensen [9] n > 900 198 a 176 b 163 197 210 177
Holmstrom et al. [10] n = 203 171.5 a 166.7 a 137.5 b
Mannion and Dolan [35] n = 229 116 a 142 b
Hultman et al. [39] n = 148 150 a 136 a 85 b
Mannion et al. [44] n = 200 141.7 a 123 a
Males and females
No LBP Prior LBP Current LBP
Alaranta et al. [21] n = 475 100 85 85*–99**
Latimer et al. [24] n = 63 132.6 a 107.7 b 94.6 b
Simmonds et al. [22] n = 92 77.8 a 39.5 b
The position-holding times are given in seconds; n is the number of individuals in the study; and LBP means low back pain. * and ** indicate populations of
LBP patients with and without an impact of their disease on their daily activities. Different letters in superscript indicate significant differences (P < 0.05).

• Test duration: some individuals can hold the position for 5. Discriminative validity of the Sorensen test
longer than 240 s [9,15,46], and Jorgenssen and Nico-
laisen suggested that the test should be continued beyond
In many studies, the position-holding time was signifi-
this time [46].
cantly decreased in patients with chronic low back pain
The populations also varied across studies, from patients
[9,11,15,22,24,39,56,57]. This finding suggests that chronic
with prior low back pain [10,24] or current chronic low back
low back pain may be associated with decreased isometric
pain [20,31,39,42] to patients with no history of low back
endurance of the trunk extensor muscles.
pain [10,24,34,35] or 15-year-old students [47,48]. In addi-
tion, several studies failed to separate data from males and
females [22,24].
As expected, these numerous methodological variations
translate into considerable discrepancies in study findings 6. Biometric characteristics
(Table 1). Biering-Sorensen [9] and Holmstrom et al. [10]
found high mean position-holding times, not only in healthy In several studies, neither body weight [42,58] nor mass
individuals (198 and 171.5 seconds, respectively), but also in moment of the trunk [10] influenced the position-holding time.
patients with low back pain (163 and 137.5 s, respectively). Other studies, however, found a negative correlation between
Most other studies found lower values in healthy individuals body weight and position-holding time [9,19,21,
[21,22,24,35,44]. 27,40]. The potential influence of age and stature remains
debated [9,10,21,27]. In contrast, there is general agreement
4. Predictive validity of the Sorensen test that differences exist between males and females. With a few
exceptions [21,42,59], studies found significantly longer
Biering-Sorensen [9] reported that a position-holding time position-holding times in females [9,35,40,44,60]. Similarly,
less than 176 s predicted low back pain during the next year spectral analysis of electromyography signals recorded dur-
in males, whereas a time greater than 198 s predicted absence ing the test indicated greater muscle fatigability in males
of low back pain. Importantly, the test had no predictive valid- [14,29,40,44,58]. Several hypotheses have been put forward
ity in females. In a study by Luoto et al. [13], separating the to explain this gender-related difference. In females, the
participants into three groups based on position-holding times weight of the upper body is less and the center of gravity of
showed that a time less than 58 s was associated with a three- the trunk lowers, as compared to males [9,11]. However, the
fold increase in the risk of low back pain, as compared to a position-holding time remained longer in females wearing
time greater than 104 s. weights attached to the upper body [61] or performing iso-
Sjolie and Ljunggren et al. [49] and Adams et al. [50] found metric trunk muscle endurance tests in the standing position
that the Sorensen test predicted low back pain in both males [11]. The greater degree of lumbar lordosis in females may
and females, whereas others found no predictive value afford a mechanical advantage by lengthening the lever arm
[51–54]. Mannion et al. [44] reported that the risk of low back of the spinal erector muscles [62,63]. An influence of sex hor-
pain was independent from the position-holding time but was mones has been suggested also [11,35]. Nevertheless, the most
correlated with muscle fatigability as measured by surface compelling hypothesis involves differences in muscle com-
electromyography during the test. In miners, Stewart et al. position. Mannion et al. [64] suggested that the spinal muscles
[55] found no significant differences in position-holding time may show better adaptation to aerobic exercise in females as
between individuals with and without a history of low back a result of a larger proportion of slow Type I fibers in the
pain. cross-sectional muscle area.
46 C. Demoulin et al. / Joint Bone Spine 73 (2006) 43–50

7. Reproducibility performance. In this situation, a submaximal Sorensen test


coupled with electromyography or a Borg scale evaluation
The reproducibility of the Sorensen test has been evalu- might be sufficient for documenting muscle fatigability while
ated, but the studies either included small numbers of indi- limiting the role for individual factors such as motivation
viduals [10,11,30,35,60] or used the correlation coefficient r, [29,35].
which is not optimal for assessing test reproducibility
[10,21,34,36,38,57]. Investigations that relied on the intrac-
lass coefficient of correlation (ICC) usually found that repro- 9. Sensitivity to change
ducibility was satisfactory (ICC > 0.75) [65] both in healthy
individuals and in patients with low back pain. Simmonds et The position-holding time has been reported to increase
al. [22] reported that ICC values were 0.73, 0.68, and 0.99 for significantly after active rehabilitation therapy [38,75]. A
within-session, session-to-session, and intraobserver repro- training program involving dynamic exercises performed on
ducibility, respectively, in healthy individuals; correspond- a Roman chair regularly over several weeks was followed by
ing values in patients with low back pain were 0.91, 0.88, a significant increase in the position-holding time [71],
and 0.99. In a study of interobserver reproducibility, Latimer although measurements obtained using a dedicated dynamom-
et al. found ICC values of 0.77, 0.83, and 0.88 in individuals eter showed no increase in back extensor muscle strength
with prior low back pain, no symptoms, and current low back [32,71].
pain, respectively [24].
Reproducibility was poorer when a Roman chair was used
for the test. In a study of 12 healthy individuals conducted by 10. Spinal loads induced by the Sorensen test
Mayer et al. [34], the correlation coefficient was 0.2. Keller
et al. [31] reported that the coefficient of variation was Callaghan et al. [76] estimated that the compression load
20–21% in 31 patients with low back pain and 31 healthy imposed on the spine during the brief Sorensen test was
individuals. 4000 N, which is slightly above the value recommended by
the National Institute of Occupational Security and Health in
1981 [77].
8. Validity Pain, including spinal pain, may cause the patient to dis-
continue the test [9,24,27,28,35]. However, no persistent
Although Hansen [15] described the test as a tool for evalu- adverse effects such as pain exacerbation have been reported.
ating back strength, studies subsequently established that it Simmonds et al. [22] found high within-session reproducibil-
assesses isometric muscle endurance. Furthermore, the muscle ity and recorded no instances of lasting pain induced by the
contractions elicited by the test were found to be no greater test. Measurements of the lumbar curvature with the trunk in
than 40–52% of the maximal voluntary contractile force a horizontal position showed no increase in the normal lum-
[10,25,35,45,66,67]. Similarly, the electromyographic activ- bar lordosis [76]. Nevertheless, the suggestion by Tsuboi et
ity of the spinal erector muscles rarely exceeded 40% of its al. [14] that the test be performed with the trunk extended 5°
maximal value [67,68]. above the horizontal seems inappropriate.
The Sorensen test has been misinterpreted as a specific
tool for evaluating the back muscles [13]. Published studies
demonstrate that the test assesses the endurance of all the 11. Variants of the Sorensen test
muscles involved in extension of the trunk, which include
not only the paraspinal muscles, most notably the multifidus 11.1. Dynamometric measurements
muscle [25,69], but also the hip extensor muscles. The con-
tribution of the gluteus maximus and hamstring muscles Tests for evaluating isometric spinal muscle endurance
remains controversial [42,70,71]. Sparto et al. [72] and Aro- using a dynamometer have been developed [11,44,78]. Jor-
kosky et al. [69] stated that these muscles played a minor genssen et al. [11] reported that dynamometric measure-
role, whereas others reported a correlation between the ments obtained at a fixed percentage of the voluntary maxi-
position-holding time and the time-course of hip extensor fati- mal force (usually 50–60%) were superior over the Sorensen
gability as assessed by surface electromyography, suggesting test with a 4-min maximum in several ways: the influence of
a significant role for the hip extensor muscles [40,42]. anthropometric factors was smaller, reproducibility was bet-
Another challenge to the validity of the Sorensen test comes ter (with a correlation coefficient of 0.89 as compared to 0.82),
from evidence that the position-holding time is unrelated to discriminative validity was greater, and the time needed for
the cross-sectional area of the paraspinal muscles [39,73]. An the test was shorter, resulting in a smaller influence of moti-
influence of individual factors such as motivation, pain toler- vation. However, whereas the Sorensen test requires only sub-
ance, and competitiveness has been suggested [66,74]. In indi- maximal muscle contraction, dynamometric tests require
viduals who stop the test because of pain or breathing prob- determination of the maximal voluntary force, which may be
lems [9,24,27,28,35], the result may not reflect muscle inappropriate in some patients. Furthermore, pain may result
C. Demoulin et al. / Joint Bone Spine 73 (2006) 43–50 47

in underestimation of the maximal voluntary force and there-


fore in spurious endurance test results.

11.2. The Ito test (Fig. 4)

Ito et al. [79] developed a test for evaluating isometric


endurance of the trunk extensor muscles. The patient lies in
the prone position with a pad under the abdomen and the arms
along the sides. When a signal is given, the individual lifts
the upper body while flexing the neck as much as possible
and contracting the gluteus maximus muscles to stabilize the
pelvis. The test consists in holding this position as long as
possible (without exceeding 5 min) while breathing nor-
Fig. 5. Moreland et al.’s [28] dynamic test for evaluating the trunk extensor
mally. This simple test was described by Ito et al. as inducing
muscles.
less lumbar lordosis than the Sorensen test. Shirado et al. [80]
reported that maximum neck flexion together with pelvic sta-
bilization resulted in maximum activity of the erector spinae flex the trunk so as to touch the table with the nose then to
muscles. In a study of 190 individuals, Ito et al. [79] found return to the horizontal position at a rate of 25 arch-ups per
that their test discriminated between healthy controls and minute (Fig. 5). In a study by Uderman et al. [87], the test
patients with low back pain. Evaluation of session-to-session was done on a Roman chair and the patients asked to arch up
reproducibility showed that the ICC was 0.97 in healthy con- repeatedly over a 90° angle.
trols and 0.93 in low-back-pain patients [79].
The Ito test does not seem to induce pain and may result in Whereas the static version of the Sorensen test has been
less spinal loading than the Sorensen test. Furthermore, as widely used in published studies, the dynamic variant has
the lower body is not fixed, the contribution of the hip exten- received less attention. Available data suggest that results may
sor muscles may be smaller [68]. Factors that limit interna- be similar in males and females [61] and that the discrimina-
tional recognition of the Ito test include the absence of stud- tive validity may be decreased as compared to the static test
ies, the absence of a standardized test procedure (type of pad, [21,59]. As with the static test, the occurrence of pain or
extent of upper-body lifting, etc.), and the theoretical risk of cramps may limit the validity of the test [28,83]. In addition,
exaggerating the degree of lumbar lordosis. the contribution of the hip extensor muscles increases gradu-
ally from one repetition to the next, further limiting the valid-
11.3. McIntosh tests ity of the test [88,89]. Thus, in-depth studies are needed to
evaluate the usefulness and limitations of these dynamic tests.
Moreau et al. [81] noted that two other tests have been
described in the literature, for evaluating the isometric endur-
ance of the upper and lower spinal extensor muscles, respec-
tively. However, the only published study of these tests [82] 12. Conclusions
fails to provide information on validity, safety, and potential
use in low-back-pain patients.
The Sorensen test allows for a rapid, simple, and repro-
11.4. Dynamic evaluations ducible evaluation of the isometric endurance of the trunk
extensor muscles. It discriminates between healthy individu-
Repetitive arch-up tests provide a dynamic evaluation of als and patients with low back pain and may predict the occur-
the trunk extensor muscles without requiring the use of a dyna- rence of low back pain in the near future. Although the
mometer [21,59,83–86]. The position is derived from the Sorensen test has been extensively studied, the better perfor-
Sorensen test. The test consists in flexing the trunk at 45° mance among females remains partly unexplained and the
then returning to the horizontal position as many times as contribution of the hip extensor muscles is unknown. The
possible, at a rate of one arch-up every 2–3 s. absence of a single standardized test procedure is an impedi-
Moreland et al. [28] used a test in which the lower limbs ment to comparative studies. The role for motivation, the fact
were fixed to a triangular pad and the patient was asked to that pain can lead patients to stop the test, and the impossi-
bility of quantifying the relative muscle strength developed
by the individual constitute the major shortcomings of the
Sorensen test. Nevertheless, data in the literature argue in favor
of the Sorensen test for evaluating the isometric endurance of
the trunk extensor muscles. The Ito test and the dynamic vari-
Fig. 4. The Ito test [79]. ants of the Sorensen test need to be investigated further.
48 C. Demoulin et al. / Joint Bone Spine 73 (2006) 43–50

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