# Predicting non-isometric fatigue induced by electrical stimulation pulse trains as a function of pulse duration

- M Susan Marion
^{1}Email author, - Anthony S Wexler
^{1, 2}and - Maury L Hull
^{1, 2}

**10**:13

https://doi.org/10.1186/1743-0003-10-13

© Marion et al; licensee BioMed Central Ltd. 2013

**Received: **4 January 2012

**Accepted: **23 January 2013

**Published: **2 February 2013

## Abstract

### Background

Our previous model of the non-isometric muscle fatigue that occurs during repetitive functional electrical stimulation included models of force, motion, and fatigue and accounted for applied load but not stimulation pulse duration. Our objectives were to: 1) further develop, 2) validate, and 3) present outcome measures for a non-isometric fatigue model that can predict the effect of a range of pulse durations on muscle fatigue.

### Methods

A computer-controlled stimulator sent electrical pulses to electrodes on the thighs of 25 able-bodied human subjects. Isometric and non-isometric non-fatiguing and fatiguing knee torques and/or angles were measured. Pulse duration (170–600 μs) was the independent variable. Measurements were divided into parameter identification and model validation subsets.

### Results

The fatigue model was simplified by removing two of three non-isometric parameters. The third remained a function of other model parameters. Between 66% and 77% of the variability in the angle measurements was explained by the new model.

### Conclusion

Muscle fatigue in response to different stimulation pulse durations can be predicted during non-isometric repetitive contractions.

## Keywords

## Background

Functional Electrical Stimulation (FES) protocols use combinations of stimulation parameters (train duration, interpulse interval, pulse duration, and pulse amplitude) to produce functional movements in individuals with paralysis due to stroke or spinal cord injury (SCI). Unlike physiologically induced neuromuscular activation, FES synchronously activates motor units according to their current thresholds relative to the local extracellular current which is dependent on the distance from the electrodes[1, 2]. Consequently, the recruitment of motor units is random[3, 4] as compared to the order followed by the central nervous system, which recruits the smaller, fatigue-resistant motor units first and the larger, more fatigable motor units last. When the motor units are activated synchronously the body cannot derecruit motor units as they fatigue and recruit new fresh motor units to replace them[5]. This random recruitment order together with synchronous activation are thought to be two of the major causes for excessive muscle fatigue during FES.

A mathematical model capable of predicting angular excursion, angular velocity, and joint torque during fatiguing contractions as a function of the stimulation parameters could be used to mathematically test combinations of independent and dependent variables to identify stimulation strategies that minimize fatigue. In addition, a validated model could predict force during fatiguing contractions in situations where force cannot be measured easily, such as during general non-isometric leg extensions. The term non-isometric indicates that the joint angle and thus the length of the musculo-tendon unit continually changes as the muscle contracts and relaxes. The phrase general non-isometric indicates that the leg is free to move solely in response to muscle forces. Although many models of non-isometric non-fatiguing contractions[6–8] and isometric fatiguing contractions[9–14] have been developed, only two models of non-isometric fatiguing contractions in humans appear in the literature[15, 16]. The model by Marion and colleagues[16] is the only one that has been experimentally validated to predict non-isometric fatigue in response to electrical stimulation.

In our previous study[16] we were interested in predicting non-isometric fatigue when the tension per activated motor unit was increased through the application of external loads. A similar situation may occur, for instance, in the spinal cord injured population when the relative resistive torque at the knee as compared to the number of activated motor units in the quadriceps increases as atrophy progresses. We are now interested in determining whether our non-isometric fatigue model can predict angular excursion, angular velocity, and joint torque due to stimulation of the quadriceps muscles at different pulse durations. This interest stems from the following reasons: 1) previous studies suggest that torque output can be predictably controlled and fatigue minimized by simultaneously controlling stimulation pulse duration and frequency during repetitive electrical stimulation[17–19], 2) others have shown the effect of pulse frequency on isometric fatigue and suggest that frequency should be minimized[20, 21], 3) our isometric force-fatigue model accounts for pulse frequency and pattern[10, 20], but neither the isometric nor the non-isometric force-fatigue model account for pulse duration, 4) studies suggest that relative isometric fatigue (compared to the initial torque) does not change with pulse duration[4, 21], therefore pulse duration can be increased to maintain torque, and 5) the relationship between pulse duration and non-isometric fatigue has not been reported, therefore it is unknown whether pulse duration can be increased to maintain torque and/or excursion. Because the overall objective of an ideal FES pulse train is to obtain the desired force and motion while minimizing fatigue, a fatigue model that takes pulse duration into account is required.

The objectives of this study were to: 1) further develop our model of FES non-isometric fatigue to take into account pulse duration, while simultaneously minimizing the number of parameter identification sessions with subjects by minimizing the number of model parameters, 2) experimentally validate the model at different pulse durations, and 3) present outcome measures, such as predicted angular excursion, angular velocity, joint torque, and power (torque (N-m) x angular velocity (rad/s)) due to stimulation, that can be compared over time for different independent variables. For consistency with our previous study, we chose general non-isometric leg extensions to further develop our model of non-isometric muscle fatigue. For reference, the term leg is defined as that section of the lower limb between the knee and ankle.

## Methods

### Mathematical model

*F*) at the ankle predicted for each time point (see Appendix).

**Definition of symbols and acronyms**

Term | Unit | Definition |
---|---|---|

A | N ms | Scaling factor reflecting magnitude of force at 90° |

a | deg | Defines parabolic shape of ankle force - knee angle relationship |

α | ms | Force scaling factor in fatigue model for force-motion model parameter A |

α | ms | Force scaling factor in fatigue model for force-motion model parameter K |

α | N | Force scaling factor in fatigue model for force-motion model parameter τ |

b | deg | Defines parabolic shape of ankle force-knee angle relationship |

β | ms | Angular velocity x force scaling factor in fatigue model for force-motion model parameter A |

β | deg | Angular velocity x force scaling factor in fatigue model for force-motion model parameter K |

β | ms deg | Angular velocity x force scaling factor in fatigue model for force-motion model parameter τ |

CFT | - | Constant frequency train |

C | - | Normalized concentration of Ca |

F | N | Instantaneous force near the ankle due to stimulation |

F | N | Load applied at ankle during general non-isometric leg extensions |

F | N | Represents the resistance to knee extension due to the weight of the leg and all other passive resistance about the knee joint |

TTI | N s | Torque Time Integral |

I | kg m | Net mass moment of inertia of the leg plus the applied load |

K | - | Similar to Michaelis-Menten constant. Affinity of actin strong binding site for myosin |

L | m | Effective moment arm from knee joint center of rotation to resultant force vector near ankle |

λ | deg | 90° minus the knee flexion angle of the resting non-isometric leg |

n | - | Number of stimuli in train before time t |

R | - | Characterizes the magnitude of enhancement in C |

R | - | Accounts for differences in activation for each pulse relative to first pulse of train |

SCI | - | Spinal Cord Injury |

t | ms | Time of the i |

τ | ms | Time constant of force decline in the absence of strongly bound cross-bridges |

τ | ms | Time constant of force decline due to actin-myosin friction in cross-bridges |

τ | ms | Time constant controlling the rise and decay of C |

τ | ms | Time constant for force-motion model parameters A, K |

θ | deg | Knee flexion angle, where full extension was 0˚ |

V | N deg | Scaling factor in the term G |

V | deg | Constant |

VFT | - | Variable frequency train |

Equation 1 models the rate-limiting step that leads to the formation of strongly bound crossbridges, and it represents the activation dynamics. Equation 2 describes the generation of the instantaneous force (*F*) near the ankle due to stimulation. It was derived from a Maxwell model of linear viscoelasticity in series with a motor[22]. The terms *A* and *G* represent the torque-angle[23] and torque-angular velocity[8] relationships, respectively. A torque-pulse duration relationship has not been derived yet for this force-motion model of non-isometric leg extensions. To meet the overall objective of the current study, to predict the effect of a range of pulse durations on muscle fatigue, the initial non-fatigue torque was measured at the pulse duration of interest just prior to the fatigue test. The Michaelis-Menten term, *C*_{
N
}/(*K*_{
m
} + *C*_{
N
}), scaled by *A* and *G*, drives the development of force. The last term in Equation (2) accounts for the force decay over two time constants, *τ*_{
1
} and *τ*_{
2
}. Equation 3 models the dynamics of the leg distal to the knee. The term *F*_{
M
} represents the resistance to knee extension due to the weight of the leg and all other passive resistance about the knee joint, whereas *F*_{
load
} is the load applied at the ankle (e.g. 4.54 kg; see Appendix). The term *λ* is added to the angle at the knee to ensure that angular acceleration is zero at the beginning of stimulation. Often the resting knee angle is not exactly 90°, *λ* is the difference.

*A*

_{ 90 },

*K*

_{ m }and

*τ*

_{ 1 }. For each time step the input is instantaneous force (Equation 2) and angular velocity (from angular acceleration in Equation 3) from the force-motion model (once all force and fatigue model parameters have been identified) for that time step. The output is the

*A*

_{ 90 }

*, K*

_{ m }and

*τ*

_{ 1 }to be used in the force-motion model at the next time step.

The time constant *τ*_{
fat
} characterizes the rate of change of parameters *A*_{
90
}*, K*_{
m1
}*,* and *τ*_{
1
} from the pre-fatigue values (*A*_{
90,0
}*, K*_{
m1,0,
} and *τ*_{
1,0
}) to that in a steady state of fatigue. All of these terms have been reported previously[10, 16, 24] and the same procedures were used here to identify the values.

### Parameter identification

*R*

_{0}and

*τ*

_{ c }were held constant at 2 (unitless)[10] and 20 ms[20], respectively (see citations for results showing the derivation of these values). Fourteen of the remaining parameters,

*A*

_{ 90 }

*, a, b, K*

_{ m }

*, τ*

_{ 1 },

*τ*

_{ 2 }

*, V*

_{ 1 }

*, V*

_{ 2 }

*, L/I,*and

*F*

_{ M, }from the force-motion model and

*α*

_{ A }

*, α*

_{ Km }

*, α*

_{ τ1 }, and

*τ*

_{ fat }from the fatigue model, required identification to both develop and validate the model, as well as to generate predictions. These parameters were identified from leg extension measurements, first from the development then from the validation groups of subjects (see Experimental Procedures and Figures 1 and2). The remaining fatigue model parameters,

*β*

_{ A }

*, β*

_{ Km }

*,*and

*β*

_{ τ1 }, were initially identified from measurements and only from the development subjects. Model parameters were identified through minimization of the sum of squares error between the measured and modeled values via a Particle Swarm Optimization algorithm[25] followed by a nonlinear least-squares algorithm (MatLab®)[26]. Optimizations were repeated several times to confirm that solutions had converged to the “global” minimum.

Preliminary results showed that for many subjects none of the three *β* parameters were needed for accurate predictions of the measured angles and angular velocities. After careful examination of the subjects that required *β*, we discovered that only *β*_{
τ1
} was necessary to predict fatigue in those subjects. Thus, although *β*_{
A
} and *β*_{
Km
} were employed in previous work[16], we postulated that *β*_{
A
} and *β*_{
Km
} were not necessary for modeling non-isometric fatigue; we explored this hypothesis as described in the Results.

### Experimental procedures

#### Equipment and participant setup

Twenty-five healthy subjects, 14 men and 11 women (ages 21–48), with no history of lower extremity orthopedic problems voluntarily participated in this study and signed informed consent agreements. This study was approved by the University of California Human Subjects Review Board. Data from 5 men and 5 women (ages 19–25) from the previous study on predicting fatigue at different loads[16] were also analyzed to further validate the model.

The experimental setup was similar to that described previously[16, 27] (Figure 1). Subjects were seated in a backward-inclined (15° from vertical) chair of an exercise dynamometer (System 2, Biodex Medical Systems, Inc., Shirley, New York). The trunk, hips, and thigh were strapped to the chair, thus fixing the hip angle and limiting leg movement. The ankle was strapped to the lever arm of the dynamometer for the isometric and isovelocity tests. The axis of rotation of the knee joint was aligned with the axis of rotation of the dynamometer. A custom built electrogoniometer with two potentiometers, one positioned at the hip and the other at the knee axis of rotation, was strapped to the lower limb and trunk to measure joint angles. Customized software (LabView 8.0, National Instruments Corporation, Austin, TX) collected the digitized voltage signals at 300 Hz from the dynamometer torque transducer and the electrogoniometer. Two 7.5 cm × 12.5 cm self-adhesive stimulating electrodes (WF35 from http://www.tensproducts.com) were placed on the skin of the right thigh, one at the proximal and the other at the distal end of the quadriceps muscles. The electrode positions were adjusted until both a maximum amplitude and a constant shape of the torque-time curve were achieved at 4 different knee angles, 90°, 65°, 40° and 20° (where full extension was 0˚) and at 3 of the 5 pulse durations to be tested (min, mid, and max) and until the amount of non-planar movement of the leg during general non-isometric leg extensions was minimized. In some subjects this resulted in the anode being positioned proximal to the cathode.

Customized software controlled the rate that monophasic pulses were delivered by the Grass S48 stimulator (Grass Technologies, Astro-Med, Inc. Product Group, West Warwick, RI) to the electrodes. A constant-voltage transcutaneous system was used to minimize the risk of high current densities that can occur with constant-current systems if electrode contact with the skin is reduced. Others, also studying pulse duration, have used a similar system[4, 28]. Stimulus efficacy may have changed with increasing muscle contraction during delivery of the train because the tissues under the skin can move relative to the electrodes as the leg extends and because the current was not held constant, i.e. maximum stimulation of excitable tissue frequently occurs at the beginning of the pulse when current is maximum[29, 30]. Stimulus efficacy also may have changed over time during delivery of repetitive fatiguing trains of pulses because of sweating, which reduces skin impedance, and because of increased blood flow due to increased tissue temperature[31]. However, the parameters for the force-motion-fatigue model are identified from experimental measurements from each subject, therefore the model can and does account for each subject’s muscle response to the stimulation system used for the measurements. An attached SIU8T stimulus isolation unit (Grass Technologies) isolated the electrodes from ground, providing greater safety to the subject.

#### Testing sessions – general information common to All tests

Each subject participated in 4 to 6 testing sessions. Thirteen subjects were used for model development; the remaining 12 for model validation. Subjects were asked to refrain from strenuous exercise 24 hours prior to each testing session. Successive sessions were separated by at least 48 hours to allow the muscles to recover and again yield the maximum torque measured by the dynamometer prior to fatigue. Prior to, within the consent to participate form, and during the testing sessions, participants were asked to relax their legs so that the stimulation trains could be applied to relaxed quadriceps femoris muscles. The consent form states that the sessions may have to be repeated if they are unable to fully relax their leg. Torque and knee angle were monitored in real-time during the tests. The traces for each had consistent shapes appearing at timed intervals (during electrical stimulation). Volitional activation could be detected easily as alterations to the regularity/uniformity of the traces. Additionally, volitional activation during general non-isometric contractions prevents or alters the pendulum motion of the leg that occurs immediately after the leg drops to the resting position after cessation of a stimulation train. If the real-time traces on the plots or the pendulum motion of the leg looked unusual the test was stopped and the subject was gently reminded to relax.

The stimulation amplitude was set to produce maximum excursion of the freely swinging leg for both the minimum and maximum pulse durations while a 4.54 kg load was strapped to the ankle. This load was applied during all general non-isometric tests. Ten pounds or 4.54 kg was chosen for two reasons: 1) because it was used in previous studies to develop the force-motion model used in the current study and to identify its parameters[7, 16] and 2) because our previous study[16] and pilot measurements suggested this load would provide measureable declines in force for the desired range of pulse durations during the fatiguing contractions. The stimulation amplitude was set at the voltage that extended the leg to ~15° with two 50 Hz trains, one with 600 μs pulses, trains no shorter than 0.2 seconds, and the other with 170 μs pulses, trains no longer than 0.8 seconds. This assured a maximum range of motion for every subject at all pulse durations, and thus a maximum range of fatigue for model development. When using a Grass stimulator quadriceps force approaches steady state near a pulse duration of 600 μs[4, 32], therefore 600 μs was selected as the maximum pulse duration. The minimum train duration was set at 0.2 seconds so that at least two pulses would be delivered at the lowest frequency tested. Pulse durations shorter than 170 μs were not used because the target excursion could not be reached at shorter durations by all subjects at the maximum pulse amplitude that was limited by the 0.2 second train of 600 μs pulses. Increasing the train duration longer than 0.8 seconds with 170 μs pulses did not increase the excursion of the leg. The pulse amplitude depended on the subject, ranging from 30 to 83 volts.

Both constant (CFT) and variable (VFT) frequency trains, containing equally spaced singlet pulses or an initial doublet (5 ms between pulses within the doublet) followed by equally spaced singlet pulses, respectively, were applied. Previous studies[10] have shown these two types of trains to be effective for identifying the model parameters, in particular 50CFT-12.5VFT pairs, where 50 and 12.5 refer to the frequency (Hz) of the singlet pulses. At the beginning of every test, the quadriceps were held isometric and stimulated with twelve 14CFTs (14 Hz pulse frequency), with 0.8 second train durations and 5 seconds between trains, to potentiate the muscle[23]. Twitch responses initially increase during repeated low-frequency stimulation (staircase phenomenon or twitch potentiation) and after a tetanic contraction (post-tetanic potentiation)[33]. The mechanism of force enhancement may be related to phosphorylation of myosin light chains and increased Ca^{2+} sensitivity[34].

#### Isometric tests

##### Non-fatigue isometric

Parameters *A*_{
90
}*, Km, τ*_{
1
}, *τ*_{
2
}*, a,* and *b* were identified from the non-fatiguing isometric contractions from one testing session. Torque in response to two pairs of testing trains (2 × 50CFT-12.5VFT pair) was measured at each of 4 knee angles (15°, 40°, 65°, 90°). The order of the angles varied from session to session and subject to subject. The pulse duration was 600 μs, train duration was 1 second, and the rest between trains was 10 seconds. The muscles rested 4 minutes between angles, which was sufficient because the duty cycle and the number of trains delivered were too low to fatigue the muscles[10]. Measured forces were compared to modeled forces for initial identification of *A*_{
90
}*, K*_{
m
}*, τ*_{
1
}, and *τ*_{
2
}. Parameter *A* identified from the force-motion model (Equation 2) and parameter *A* predicted by the parabolic equation were compared to identify *a* and *b* (Equation 2a).

##### Fatiguing isometric

Parameters *α*_{
A
}*, α*_{
Km
}*, α*_{
τ1
}, and *τ*_{
fat
} were identified from the fatiguing isometric contractions from one testing session. One fatiguing stimulation protocol was applied per subject, at the end of a randomly selected testing session. The knee angle was 90° and the pulse duration was 600 μs. Fifteen pairs of testing (50CFT-12.5VFT) and 195 fatiguing [33CFT (33 Hz)] trains, a total of 225 trains were applied as follows: 1 pair of testing trains followed by 13 fatiguing trains and then repeating the 15 trains 15 times. All train durations were 1 second. The 50CFT and 12.5VFT in the first pair were each followed by a 10 second rest. All remaining inter-train rests were 1 second. The 33CFT and this duty cycle were chosen because both have been proven effective to fatigue the quadriceps within 10 minutes with minimal discomfort to the participants[10]. The 50CFT-12.5VFT pairs, applied after every 13 fatiguing trains, generated the forces used for identification of the isometric fatigue model parameters[10]. The 15 sets of *A*_{
90
}*, K*_{
m
}*,* and *τ*_{
1
} parameters, derived by minimizing the error between the forces measured for each pair of testing trains and the forces predicted by the force-motion model (Equation 2), were compared to the 15 sets of *A*_{
90
}*, K*_{
m
}*,* and *τ*_{
1
} parameters predicted by the fatigue model (Equations 4–8) to identify *α*_{
A
}*, α*_{
Km
}*, α*_{
τ1
}, and *τ*_{
fat
} (Figure 2).

#### Non-isometric tests

##### Non-fatigue Non-isometric

Identification of the parameters *V*_{
1
} and *V*_{
2
} in Equation 2b required isovelocity measurements from one testing session during which the exercise dynamometer extended the leg in passive mode. A previous study showed that force-motion model predictions were more accurate when parameters *V*_{
1
} and *V*_{
2
} were identified at 200°/second rather than 125°/second or slower velocities[8]. Therefore, the dynamometer in the current study was set to 150°/second, its maximum velocity in passive mode, and the leg was moved from ~110° to 4°. To obtain only the force due to stimulation, *F*, it was necessary to collect measurements from leg extensions without and with stimulation[8] as the dynamometer extended the leg from 85° to 20°. This range of motion excluded the acceleration and deceleration tails and is within the general non-isometric range of motion of the leg. Four trains were applied, one per leg extension, two 50CFT-12.5VFT pairs with pulse durations of 600 μs and a 10 second rest between each train. Measured forces were compared to the modeled forces (Equation 2) for identification of *V*_{
1
}*,* and *V*_{
2
}.

Identification of parameters *L/I* and *F*_{
M
} (Equation 3) required general non-isometric non-fatiguing measurements immediately before every non-isometric fatiguing session. The leg was released from the dynamometer, a 4.54 kg load was strapped to the ankle, and the leg swung freely. Potentiation trains were applied to the free swinging leg immediately before the general non-isometric measurements. Two pairs of testing trains (2 × 50CFT-12.5VFT), each followed by a 10 second rest, were applied to the free swinging leg, immediately prior to the fatiguing trains in the fatigue protocol. The train duration was set to the time needed for the leg with attached 4.54 kg load to extend to 10-15° while the thigh was stimulated with a 50CFT at the pulse duration of interest. Measured and modeled angles and angular velocities were compared for every non-isometric session to identify not only the values for *L/I* and *F*_{
M
} (Equation 3), but also to identify the initial, non-fatigue force-motion model parameters, *A*_{
90,0
}*, K*_{
m1,0,
} and *τ*_{
1,0
}, for the fatigue model (Equations 4–8), thereby adjusting for day-to-day variability.

Five pulse durations were tested: 170, 200, 250, 400, and 600 μs, one per testing day. Previous studies[4, 32] measured the greatest changes in force at pulse durations between 100 μs and 250 μs, at frequencies used in the current study. The minimum pulse duration in the current study was set to 170 μs because shorter pulse durations frequently did not produce sufficient excursion of the leg at the amplitude set for the subject (as described above). The next higher pulse duration was set to 200 μs because the greatest changes in peak force occurred at the lowest pulse durations. This small increase in pulse duration produced at least a 5% increase in peak force, as was observed in the previous studies. The average train durations were 0.64, 0.51, 0.36, 0.29, and 0.24 seconds for the pulse durations: 170, 200, 250, 400, and 600 μs, respectively. The train duration for a given pulse duration was held constant for all pulse frequencies.

##### Fatiguing Non-isometric

Five general non-isometric fatiguing stimulation protocols were applied per subject, one per testing day, immediately following the non-fatigue protocol (Figure 1). As with the non-isometric non-fatiguing tests, the leg swung freely with a 4.54 kg load strapped to the ankle and the same five pulse durations were tested: 170, 200, 250, 400, and 600 μs. As with the isometric fatiguing protocol fifteen pairs of testing (50CFT-12.5VFT) and 195 fatiguing [33CFT (33 Hz)] trains, a total of 225 trains were applied. The 50CFT and 12.5VFT in the first pair were each followed by a 10 second rest and were used for identification of the initial parameters, *A*_{
90,0
}, *K*_{
m1,0,
} and *τ*_{
1,0
}, for the fatigue model (Equations 4–8) as was stated in the non-fatiguing non-isometric section. All remaining inter-train rests were 1.2 seconds, the minimum time required for the leg to return to the resting position (80° to 90°) and to manually stop the oscillations with one’s hands. The train duration remained constant during each fatigue protocol, that is, all 225 trains for a specific pulse duration test had the same train duration.

Parameters *β*_{
A
} and *β*_{
Km
} were removed from the fatigue model and an equation for *β*_{
τ1
} (Equation 8) was derived during model development from correlations between the fitted *β*_{
τ1
} and other force-motion-fatigue model parameters (Objective 1). Predictions for some subjects improved when all three *β* parameters were set to 0. Therefore, values for *β*_{
A
}*, β*_{
Km
}*,* and *β*_{
τ1
} were estimated separately through optimizations where predictions from the fatigue model, containing just one *β* per optimization, either *β*_{
A
}*, β*_{
Km
}*,* or *β*_{
τ1
}, were fit to the fatigue measurements to determine if one or more *β* parameters could be eliminated. Preliminary results suggested that *β*_{
A
} and *β*_{
Km
} could be removed from the fatigue model. The remaining *β*_{
τ1
} was initially identified by optimizing the fit between the fatigue model values and the angle and angular velocity fatigue measurements for the 170, 200, and 600 μs pulse duration tests. This fitted *β*_{
τ1
} was used in the correlations to derive an equation for *β*_{
τ1
}.

### Prediction of outcome measures –experimental data from both the current and previous study

Predicted angular excursion, joint torque due to stimulation, angular velocity, and power (torque (N-m) × angular velocity (rad/s)) were compared over time and under different pulse duration and load conditions. Two pulse durations from the current study and two loads from our previous study[16] were used for the comparisons. From the previous study 4.54 kg and 9.08 kg were chosen. The 4.54 kg was selected because this was used in the current study for all pulse durations and the 9.08 kg was selected because this was the upper limit. From the current study, the pulse durations 600 μs and 170 μs were chosen because these were the lower and upper limits tested. A higher pulse amplitude was required in the current study than in the previous study to extend the leg to ~15° at the lowest pulse duration, 170 μs.

### Statistical analysis

To validate the model, the predictive accuracy of the model was determined by analysis of the linear regression coefficient of determination (r^{2}, Objective 2). For each subject and each pulse duration in the current study (170, 200, 250, 400, and 600 μs) or applied load in the previous study[16] (0, 1.82, 4.54, 6.36, and 9.08 kg), the dependent variable was the predicted, and the independent variable was the measured, angular excursion or angular velocity. Both a fixed slope of unity and a y-intercept of zero were used. Ideally, if the predictive accuracy of the model were 100%, then the linear regression r^{2} would be unity. Differences in the subject-averaged r^{2} values between the different pulse durations or applied loads, both for angular velocity and excursion were determined using repeated measures ANOVAs followed by Tukey post hoc tests. A two-factor test was used for the subjects tested in the current study where the independent variables were pulse duration (170, 200, 250, 400, and 600 μs, non-isometric and isometric) and type of subject (development and validation). A one-factor test was used for the subjects tested in the previous study where the independent variable was load (0, 1.82, 4.54, 6.36, and 9.08 kg). In all cases the dependent variable was the r^{2}-value.

To present outcome predictions (Objective 3), differences in predicted angular excursion, torque time integral (TTI), joint torque at maximum power, angular velocity at maximum power, and maximum power due to stimulation of the quadriceps were determined using two-factor repeated measures ANOVAs followed by Tukey post hoc tests. The independent variables for the two-factor ANOVAs were pulse duration (170, 200, 250, 400, and 600 μs; measured in the current study) or load (0, 1.82, 4.54, 6.36, and 9.08 kg; measured in the previous study[16]) and contraction number (the first 33CFT and the average of the last seven 33CFTs). The 33 Hz train was chosen because it was used to fatigue the muscle and was the middle frequency train, between the 50 Hz and 12.5 Hz trains. The last seven trains were averaged because the torque-time and angle-time curves typically varied more at the end of the fatigue protocol than at the beginning. Additionally, at the beginning of the fatigue protocol there was a 10 second rest just prior to the first 33CFT, whereas only 1.2 seconds separated the remaining trains in the fatigue protocol. The shorter rest time resulted in somewhat increased variability in the starting position and velocity before each contraction. Because the fatigue curve was at steady state when the last set of 33CFTs was applied, the average of the last half of that set adequately represented the last train. The dependent variables were predicted angular excursion, TTI, joint torque at maximum power, angular velocity at maximum power, and maximum power, all due to stimulation. The predicted joint torque was computed by multiplying the force predicted by the force-motion-fatigue model by the moment arm (L) from the knee joint center of rotation to the center of the load applied just proximal to the ankle. In all cases p < 0.05 was considered significant.

## Results

### Modifications to the fatigue model (objective 1)

*β*

_{ A }

*, β*

_{ Km }

*,*and

*β*

_{ τ1 }from the fatigue model (Equations 4–8), showed that although this model accounted for most of the variance in most subjects, predictions for some subjects improved when all three

*β*parameters were set to 0 (not shown). Preliminary results suggested that inclusion of parameter

*β*

_{ τ1 }alone, without

*β*

_{ A }or

*β*

_{ Km }, in the fatigue model could account for fatigue in all the subjects. Angular velocity multiplied by

*β*

_{ τ1 }(Equation 8) reduced the impact of fatigue model parameter

*α*

_{ τ1 }on the force relaxation time constant τ

_{1}. Parameter

*α*

_{ τ1 }accounts for the increase in τ

_{1}that occurs during isometric fatigue, but in some subjects, parameter τ

_{1}changed less during non-isometric fatigue than during isometric fatigue (Figure 3 shows an extreme case). Applying this new fatigue model to measurements from our previous study[16] confirmed that

*β*

_{ A }and

*β*

_{ Km }were not needed in the fatigue model to predict non-isometric fatigue.

*β*

_{ τ1 }could be expressed as a function of parameters in the non-isometric force and isometric fatigue models. This is shown in Equation 9:

where *A*_{
90,0
}*, F*_{
M
}*,* and *V*_{
1
} are non-fatigue force-motion model parameter values from the day of the non-isometric fatigue session of interest, *τ*_{
1,0,iso
} is the non-fatigue force-motion model parameter value from the isometric fatigue session, and *α*_{
τ1
} and *τ*_{
fat
} are fatigue model parameter values from the isometric fatigue session. The equation for *β*_{
τ1
} (Equation 9) in the current study is different from the equation in the previous study (Equation 8a) (11) because in the previous study three *β* parameters, *β*_{
A
}*, β*_{
Km
}*,* and *β*_{
τ1
}, were used in the fatigue model. All three were identified simultaneously when fitting the fatigue model (Equations 4–8) predictions to the fatigue measurements to obtain the fitted *β* values used in the correlations to derive the equations for *β*. In the current study only one *β* parameter, *β*_{
τ1
} (Equation 8), was used and identified when fitting the fatigue model predictions to the measurements, therefore the fitted *β*_{
τ1
} in the current study was different from that in the previous study. Because *β*_{
τ1
} could be estimated from equation 9, non-isometric fatigue measurements were not needed to predict non-isometric fatigue.

### Predictions of fatigue validated the model (objective 2)

### Outcome measures that can be predicted and compared (objective 3)

## Discussion

- (a)
pulse duration was not explicitly needed in the fatigue model; its effects on fatigue were captured by its effects on force,

- (b)
two of three

*β*parameters could be eliminated from our previous fatigue model without loss of predictive value with current and previous data sets, - (c)
the remaining

*β*parameter is expressed completely as a function of values already measured, so, effectively, no additional parameters were added to the fatigue model, - (d)
the new force-motion-fatigue model accounted for 66-77% and 67-81% of the variability in the non-isometric measurements from the current and previous study, respectively, and

- (e)
the model can be used to compare the power, angular velocity, angular excursion, and joint torque due to stimulation produced during fatiguing non-isometric contractions under different testing conditions.

The fatigue model was simplified by eliminating the parameters *β*_{
A
} and *β*_{
Km
} from the fatigue model and generating a new equation for *β*_{
τ1
} (Equation 9) as a function of existing force-motion-fatigue model parameters. Because *β*_{
τ1
} was multiplied by negative angular velocity, the *β*_{
τ1
} term reduced the effect of *α*_{
τ1
}, bringing *τ*_{
1
} closer to its pre-fatigue value (Figure 3). In some subjects the difference between the pre-fatigue and fatigue twitch relaxation times was minimal during non-isometric contractions. For some subjects, the twitch relaxation time during non-isometric fatiguing contractions was less than during isometric fatiguing contractions.

Non-isometric fatigue measurements were not needed to predict non-isometric fatigue. In total, all but 5 parameters (*A*_{
90
}*, K*_{
m
}*, τ*_{
1
}, *L/I* and *F*_{
M
}), from both the force and fatigue models were identified from measurements collected during one testing session. The remaining 5 parameters were identified from pre-fatigue general non-isometric leg extension measurements from each non-isometric fatigue testing session.

The predictive ability of our new non-isometric force-motion-fatigue model (0.66 <= r^{2} <= 0.77 for pulse duration and 0.67 <= r^{2} <= 0.81 for applied load) tended to be higher than that of our previous non-isometric force-motion-fatigue model (0.56 < r^{2} <= 0.76 for applied load)[16], though lower than that of our isometric (r^{2} >0.85) force-fatigue model (Figure 6). The predictions in the current study for the measurements collected in the previous non-isometric modeling study[16] tended to be more accurate than those in the previous study because 1) the baseline angle or velocity for every stimulation train (contraction) delivered during the fatigue protocol on a given day in the current study was the initial value before the first train in the fatigue protocol, whereas in the previous study the baseline was an average of the initial angles or velocities before each of the 225 trains, and these sometimes deviated from the baseline of the resting leg and 2) the time between the last potentiation train and the first train in the fatigue protocol was reduced in the current study compared to the previous study, which reduced the magnitude of force enhancement that often occurred within the first few trains in the fatigue protocol. Insufficient potentiation explains why the measured fatigue tended to be less than the predicted fatigue for the 0 kg load (Figure 4) because the force-motion-fatigue model had no provision for potentiation.

- (1)
In the isometric case, all model parameters were identified from force measurements at one knee angle, 90°. In the non-isometric case, the force-length relationship model parameters were identified from force measurements at 4 different angles and the isovelocity and free model parameters were identified from angle and angular velocity measurements at the angles between ~85° (resting) and ~12° (nearly full extension).

- (2)
In the isometric case, the electrode position relative to the nerves and muscles beneath was nearly constant from the beginning to the end of a fatiguing protocol. In the non-isometric case, both the skin and muscles moved as the leg extended, and maximum extension depended on pulse frequency and extent of fatigue, and therefore the amount of movement may have varied from train to train.

- (3)
In the isometric case, the leg remained in the sagittal plane. In the non-isometric case the leg may have moved out of the sagittal plane as it fatigued.

- (4)
In the isometric case, the potentiation protocol given just prior to the fatigue protocol minimized the force enhancement that often occurred during the first few trains in the fatigue protocol. In the non-isometric case, the potentiation protocol was not as effective at reducing the force enhancement that occurred with the shortest train durations and highest velocities, perhaps due to the continual and rapid change in myofiber or myofibril conformation.

- (5)
In the isometric case, the initial force immediately before every contraction in the fatigue protocol was the same. In the non-isometric case, the initial angle and angular velocity was not always identical because we manually stopped and released the leg after each fatiguing extension, allowing for some human error.

To reach the desired excursion, as pulse duration decreased, train duration increased; as applied load increased, train duration increased. Train duration was therefore a confounding factor in our results, interacting with pulse duration and applied load (Figure 4). Taken together, the results of both studies suggest that the higher the duty cycle of the train, the greater the fatigue (constant rest time between trains: 1.2 and 1.3 seconds). This has been observed by others[35]. It may seem that holding the train duration the same across all pulse durations (or loads) would have led to a clearer interpretation of the measurements, but then maximum excursion would not have been constant across trials. Both the 12.5 Hz VFT and 50 Hz CFT trains were required to identify the pre-fatigue force-motion model parameters. Considering that the leg was free to move, the maximum train duration was limited by the highest frequency train at the longest pulse duration. Holding the train durations constant would have resulted in significantly different angular excursions among pulse durations, thus creating a different confounding factor. Additionally, our objective was to validate fatigue predictions from excursion and velocity measurements. Using the same pre-fatigue excursion (at 50 Hz) for every pulse duration provided the largest range of excursion between the pre-fatigue and final fatigue measurements.

Comparing initial and final outcome measures in response to different independent variables, such as applied load or pulse duration, could help a therapist determine which stimulation parameters are most desirable for the patient and task. If higher joint torque is required (e.g. to strengthen the muscles), then a pulse duration of 170 μs is preferable to 600 μs (see Figure 7). On the other hand, if maintaining the highest level of power over the greatest length of time is the goal, then a pulse duration of 600 μs is preferable to 170 μs. There was no significant difference in the initial maximum power between the two pulse durations however, the final maximum power for the 170 μs was less than that for 600 μs.

The isometric force model has been shown to perform equally well for both able-bodied and SCI subjects, requiring only minor modifications to the parameter identification procedures for the SCI subjects[28, 36]. The new non-isometric force-motion-fatigue model, also validated to account for different loads per activated muscle (which could occur if atrophy progresses), may be equally robust, where similar minor modifications to the parameter identification procedures would pertain to this model. The maximum force generating ability of the muscles could be estimated from peak twitch force measurements as described by Ding, et al. (2005)[36]. The stimulation amplitude could be set as described in the current study, but would not exceed a level consistent with 50% of the force generating ability of the muscles. The isometric experimental protocol and identification of the isometric force model parameters could be similar to that described by Ding, et al. (2005)[36]. The non-isometric experimental protocol could be similar to that described in the current study, but the pulse frequencies would be as described by Ding, et al. (2005)[36]. The model parameters are subject specific, identified by fitting the model to the experimental measurements obtained from one testing session; therefore the current procedure for identifying these model parameters may require only minor modifications for the non-isometric force-motion-fatigue model to predict fatigue in SCI subjects. Spastic measurements would be excluded.

Our model has the potential to help physical therapists design stimulation protocols for patients in rehabilitation programs and to help researchers improve the task performance of FES systems[19, 32, 37–39]. The isometric force-fatigue model was extensively validated to account for the effect of different pulse frequencies and patterns on fatigue[10, 20]. The non-isometric force-motion-fatigue model has been validated to account for different applied loads and pulse durations, and these have resulted in a validation of different train duty cycles. From these model validations we learned that frequency, pulse pattern, pulse duration, and applied load are not explicitly needed in the fatigue model. Their effects on fatigue can be captured by their effects on force. Therefore, the non-isometric force-motion-fatigue model should be able to predict unique combinations of stimulation parameters for different subjects, such that each subject can achieve a desired outcome, such as maintaining a functional level of power for a useful period of time (e.g. Figure 7). The non-isometric force-motion model[39] and the isometric fatigue model[40] have been used in a similar manner in other studies. The force-motion-fatigue model, with all model parameters identified for the task, could either mathematically test combinations of stimulation parameters until the desired outcome is obtained, or could be fit to an experimental force or trajectory (using an optimization algorithm) to generate optimal stimulation patterns that yield the force or trajectory for the desired length of time (see Maladen, et al.[39]).

Because this non-isometric force-motion-fatigue model would be capable of generating subject-specific and task-specific stimulation patterns that can maintain a desired force and motion for a desired length of time into the future, it has the potential for use as a feed forward model in FES systems[41]. If a system either does not use a feed forward model or requires more immediate real time output, then this model could be used to test the performance of the system prior to patient use. The model could generate a series of task-specific optimal stimulation patterns, and these patterns could be compared to the real time FES system selections to optimize the system.

Because able-bodied subjects were tested in our study, there is a small chance that volitional contractions occurred during stimulation. However, it is unlikely that volitional contractions, if present, substantively affected our results. The force-motion-fatigue model has been shown to successfully predict fatigue in response to different frequencies and pulse patterns for numerous subjects over many years[10, 27, 36, 40]. This indicates that the signal-to-noise ratio has been high, where here the stimulated contractions correspond to the signal and the volitional contractions correspond to the noise. In all cases, several testing sessions were performed on each subject, and each session was separated by 48 hours.

## Conclusion

Pulse duration was not explicitly needed in the fatigue model; its effects on fatigue were captured by its effects on force. The non-isometric force-motion-fatigue model from our previous study[16] was simplified to predict non-isometric fatigue both at different applied loads and at different pulse durations. Parameters *β*_{
A
} and *β*_{
Km
} in the previous version of the fatigue model were eliminated and a new equation for the parameter *β*_{
τ1
} was derived. The *β*_{
τ1
} was solely a function of existing model parameters; therefore measurements of non-isometric fatigue are not needed to predict non-isometric fatigue. From 66% to 77% of the variability in the non-isometric measurements for different pulse durations was explained by the new force-motion-fatigue model. This new non-isometric force-motion-fatigue model can be used to predict angular excursion, angular velocity, joint torque, or power due to stimulation at different time intervals during repetitive contractions. This could assist with rehabilitation exercises and with the design and testing of new FES control systems.

## Appendix

### Derivation of the equation of motion

*F*

_{ ext }=

*F*

_{ Bio }is the force component of the torque measured by the Biodex dynamometer and

*F*is the force just proximal to the malleoli exerted by the quadriceps through the knee joint in response to stimulation. It is defined as the instantaneous force near the ankle due to stimulation in Table 1. Previous passive force measurements on healthy subjects showed that (see Perumal, et al[8]):

where *R* is an intermediate variable.

where *F*_{
M
} is obtained by fitting the function *F*_{
M
} cos(*θ*) to force data collected during passive leg extensions where the quadriceps are relaxed and the dynamometer alone extends the leg.

Angular acceleration is no longer zero. *F*_{
ext
}= the component of *F*_{
load
} (applied ankle weight) that resists the contractile force of the quadriceps. The parameter *L/I* is a lumped parameter encompassing more than length and moment of inertia. Previous estimates of *L/I* using anthropometric data revealed differences from the values estimated through optimization[7, 8]. The differences may be the result of: 1) identifying *L/I* and *F*_{
M
} simultaneously during optimization and 2) assuming that acceleration and/or applied weight have no effect on the force-motion model (Equation 2), keeping in mind that *F* in the equation of motion is predicted from the force-motion model (Equation 2). Therefore, *L/I* represents a more generalized parameter.

## Declarations

### Acknowledgments

The authors thank the undergraduate students Cheryl-Lynn Chow, George Marcotte, and Eddie Pham for their technical assistance. This work was supported in part by grants from the National Institute for Disability Related Research (NIDRR, Award Number H133G0200137) and NIH (R01 HD038582-08, Robotic Exoskeletons, FES, and Biomechanics: Treating Movement Disorders).

## Authors’ Affiliations

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