Fatigue Influences the Recruitment, but Not Structure, of Muscle Synergies
Pablo A. Ortega-Auriol
Thor F. Besier
Winston D. Byblow
Angus J. C. McMorland- 1Movement Neuroscience Laboratory, Department of Exercise Sciences and Centre for Brain Research, University of Auckland, Auckland, New Zealand
- 2Auckland Bioengineering Institute, University of Auckland, Auckland, New Zealand
- 3Department of Engineering Science, University of Auckland, Auckland, New Zealand
The development of fatigue elicits multiple adaptations from the neuromuscular system. Muscle synergies are common patterns of neuromuscular activation that have been proposed as the building blocks of human movement. We wanted to identify possible adaptations of muscle synergies to the development of fatigue in the upper limb. Recent studies have reported that synergy structure remains invariant during the development of fatigue, but these studies did not examine isolated synergies. We propose a novel approach to characterise synergy adaptations to fatigue by taking advantage of the spatial tuning of synergies. This approach allows improved identification of changes to individual synergies that might otherwise be confounded by changing contributions of overlapping synergies. To analyse upper limb synergies, we applied non-negative matrix factorization to 14 EMG signals from muscles of 11 participants performing isometric contractions. A preliminary multidirectional task was used to identify synergy directional tuning. A subsequent fatiguing task was designed to fatigue the participants in their synergies’ preferred directions. Both tasks provided virtual reality feedback of the applied force direction and magnitude, and were performed at 40% of each participant’s maximal voluntary force. Five epochs were analysed throughout the fatiguing task to identify progressive changes of EMG amplitude, median frequency, synergy structure, and activation coefficients. Three to four synergies were sufficient to account for the variability contained in the original data. Synergy structure was conserved with fatigue, but interestingly synergy activation coefficients decreased on average by 24.5% with fatigue development. EMG amplitude did not change systematically with fatigue, whereas EMG median frequency consistently decreased across all muscles. These results support the notion of a neuromuscular modular organisation as the building blocks of human movement, with adaptations to synergy recruitment occurring with fatigue. When synergy tuning properties are considered, the reduction of activation of muscle synergies may be a reliable marker to identify fatigue.
Introduction
Fatigue has major implications for motor behaviour and task performance, with adaptations to fatigue occurring at central and peripheral levels of the neuromuscular system (Gandevia, 2001). Muscle synergies, which depend on covariations between levels of muscle activation, have been proposed as stable building blocks of human movement (d’Avella et al., 2003), but how their structure and recruitment are affected by adaptation to fatigue has yet to be determined.
Human muscle fatigue is an exercise-induced loss of force-generating capacity during voluntary contractions, which may not result in a loss of task performance (Søgaard et al., 2006; Enoka and Duchateau, 2008). The neuromuscular manifestations of fatigue reflect central and peripheral adaptations which can be jointly quantified by EMG during sustained muscle contractions (Bigland-Ritchie et al., 1979). Fatigue-related changes in myoelectric properties involve decreases of muscle conduction velocity (Enoka and Duchateau, 2008) and frequency of discharge of motor units (Dideriksen et al., 2011). In the EMG signal, fatigue reliably produces a decrease of the mean frequency (Bigland-Ritchie et al., 1981; Merletti et al., 1991) but has a variable effect on amplitude depending on a number of factors including the specific muscle involved and the level of contraction (Gerdle et al., 2000).
Changes of patterns of activation across muscles have been proposed as possible adaptations to fatigue (Enoka and Duchateau, 2008; Enoka et al., 2011). Four potential adaptations related to changes of muscle activation patterns have been described: activity alternation across synergistic muscles for low level contractions (<5% MVC) (Kouzaki et al., 2002) to maintain force output, co-activation with antagonists for moderate contractions (<60% MVC) (Levenez et al., 2005) to stabilise the involved joint, contralateral muscle activation (Todd et al., 2003) possibly to activate ipsilateral projections or contralateral callosal connexions, and increased variability of activation within the task parameters (Baudry et al., 2007). Motor control theory is currently lacking a unifying principle that explains these different adaptations.
There is a growing body of evidence that the central nervous system (CNS) controls the muscular system using a low-dimensional structure, composed of modules known as motor primitives or muscle synergies. Two different formulations of synergies are defined: (a) time-invariant muscle synergies, are fixed patterns of co-activation of muscles that are driven by common time-varying signals called activation coefficients, and (b) time-varying synergies are coordinated activations of muscle groups with a specific time course for each muscle, where each synergy can be scaled in initiation time and amplitude. Muscle synergies may be a modular control strategy of the CNS to deal with the problem of motor redundancy (d’Avella et al., 2003). Muscle synergies have been found to be consistent across different natural movements in human and animal models (Cheung et al., 2005; Bizzi et al., 2008).
The effect of fatigue on muscle synergies is not fully understood. For muscle synergies to be the building blocks of motor control, they must remain intact and well-defined across many different states of the motor system, including in the presence of fatigue. The aim of our study was to identify the adaptations of muscle synergies during the development of fatigue. To support the notion of synergies as building blocks of movement, we hypothesise that synergy structure is conserved with the development of fatigue. Consequently, to explain the differences in muscle activations during fatigue, adaptations should occur in the activation coefficients of muscle synergies. We studied adaptations to fatigue by comparing synergy structure and activation coefficients, as well as during the performance of fatiguing isometric upper limb contractions in humans.
Materials and Methods
Participants
We recruited eleven volunteer participants (Table 1); participants were young and healthy without any pathology that affected the upper limb, spine or posture. Volunteers were excluded if they reported neck, shoulder or arm pain (>2 in a 1–10 verbal scale) within the last 3 months. The University of Auckland Human Participants Ethics Committee approved the research protocol and methods of the study (ref. 013218) and informed consent was gained prior to participation.
TABLE 1. Participant characteristics.
Equipment
Forces generated by the participants were recorded at a handle instrumented with a 6-axis force-torque transducer (Omega160, ATI Industrial Automation, Apex, NC, United States) (Figure 1A). Force was sampled at 120 Hz using custom software based on Dragonfly acquisition system (Pittsburgh, 2017).
FIGURE 1. Experimental setup for the multidirectional and fatiguing tasks. (A) Schematic illustration of EMG placement, VR feedback, and handle instrumented with a force transducer; black dots on the silhouette represents the EMG sensor placement, grey dots are sensors placed ventrally. (B) Screenshot of the VR feedback displayed on the screen in front of the participants, the centre of each VRF wall represents 100 N of applied force. (C) Schematic representation of the target directions during the multidirectional task.
Surface EMG signals were recorded with a wireless Trigno System (Delsys Inc., Boston, MA, United States). EMG activity was recorded from 14 major muscles of the shoulder, arm and forearm of the participant’s dominant upper limb: superior (ST) and middle trapezius (MT), infraspinatus (Inf), serratus anterior (SA), anterior (AD), middle (MD), and posterior deltoid (PD), pectoralis major (PM, clavicular fibres), short (BS) and long (BL) head of biceps brachii, long (TL) and lateral (TLat) heads of triceps brachii, extensor carpi radialis (ECR), and flexor carpi radialis (FCR). These muscles were chosen for the likely large contribution to tasks’ isometric contractions, as previously recommended to most accurately reconstruct synergies from a subset of muscles (Steele et al., 2013). Participants’ skin was prepared by rubbing a medical abrasive conductive paste (NuPrep, Weaver). Finally, electrode placement followed SENIAM and Cram’s recommendation guidelines (Hermens et al., 1999; Criswell, 2010). EMG signals were sampled at 2000 Hz, via a custom software interface.
Protocol
Participants performed three tasks: maximal voluntary force (MVF), multidirectional trials, and fatiguing trials. Each task consisted of isometric contractions of different time lengths and directions. During the tasks, participants were seated on a stool and grasped the instrumented handle that was positioned in front of their shoulder, at a distance of 40% of their respective arm length (Figure 1A). During the tasks, participants were instructed and encouraged to maintain their posture. To display the direction in which force had to be exerted, a custom virtual reality feedback (VRF) was developed (Figure 1B). The VRF consisted of two spheres in a 3D force space: the position of one sphere dynamically displaying the users applied force, and a fixed sphere serving as directional target and force level cue. The movement of the former was proportional to the resultant force exerted at the handle by the participant. The position of the target sphere was the desired vector direction with a distance from the origin equivalent to 40% of the MVF. Initially, participants were trained on the use of the force transducer-VRF interface by practising target matching in random directions and forces. Participants were then asked to perform shoulder external rotation producing MVF while seated with the upper arm next to the trunk, and the elbow at 90° degrees. Three MVF trials of 3 s were recorded, and the average MVF was determined from the peak forces.
During the multidirectional task, participants executed isometric trials in 26 directions evenly distributed around a sphere (Figure 1C). The goal of each trial was to match the movable sphere with the target one, applying a force of 40% of the MVF (±7 N) for 4 s. If after three attempts of one minute, the participant was not able to achieve a continuous match of 4 s, the trial was considered a mistrial and excluded from further analysis. To prevent muscle fatigue a resting period of 20 s was given between trials. The purpose of the multidirectional task was to identify the significant synergies required to reconstruct the original EMG data set, and determine their spatial tuning by calculating each synergy’s preferred direction (PD). Synergy PDs are the directions for which a specific synergy shows the highest activation coefficient (see Data Analysis below).
For the fatiguing trials, participants were asked to perform one isometric contraction at 40% of the MVF until fatigue for each of the significant synergies identified from the multidirectional task. The trials were performed in the PDs of the synergies extracted from the multidirectional task. The CR10 Borg scale (Borg, 1998) was used to quantify the participant’s self-perceived exertion rate. The Borg scale is a subjective method to quantify fatigue development while performing a task. Participants reported their perceived exertion at the beginning of each trial and every 1 min until fatigue was reached. Fatigue was reached when the force level dropped > 10 N for two consecutive seconds or when the participant declared it impossible to continue with the task, 10 on the Borg Scale. A rest period of 15 min was given between each fatiguing trial, and the next trial was performed only after the return of the self-perceived exertion rate to an initial score.
Data Analysis
A complete overview of the data analysis procedure is displayed in Figure 2. Data were first averaged and trimmed to obtain stable activation patterns from whole trials of the directional task and from epochs within the fatiguing task. With the fatigue data, fatigue parameters and synergies were calculated from each epoch. A significant number of synergies was identified and extracted from the concatenated data of the multidirectional trials, or independently from each epoch of the fatiguing trials. Code used for synergy analysis is available at https://github.com/ortegauriol/SynFAn.
FIGURE 2. Flowchart of data analysis from the multidirectional task to the fatiguing trials. Processes are displayed in boxes, resultant matrices from the processes are displayed beside the arrows. Matrices abbreviations are: M number of EMG channels, D # of directions, S # of synergies, H hundred data samples, E # of epochs, F # of fatigue directions, N # of participants, Q # of clusters, R # of synergies within a cluster (each synergy composed of W and C matrices).
EMG Processing
All data were analysed using custom scripts written in MATLAB 9.2 (MathWorks, Natick, MA, United States). EMG from the multidirectional trials were averaged for the intermediate 2 s of the target match period, obtaining a stable activation level. Fatiguing trials were trimmed and analysed in five epochs of 5% of the data, every 25% of the total trial time. Epochs were then rebinned into 100 data points. Signals were band-pass filtered (Butterworth, 2nd order, 5 – 400 Hz), demeaned, full-wave rectified, normalised by dividing all muscle activations by the maximum activation per trial (preserving the relative amplitude contribution of each muscle), converted to unit variance (Roh et al., 2012), and low-pass filtered again (Butterworth, 2nd order, 5 Hz) to obtain a signal envelope.
Synergy Extraction
Non-negative matrix factorization (NMF) analysis (Lee and Seung, 1999) was used to extract synergies. In simple mathematical terms, NMF can be modelled as D = W∗C, where D is the original data set, W the synergy structure or modes, and C the activation coefficient. For the analysis, NMF was implemented using the multiplicative rule (Berry et al., 2007), where each iteration gave a different W and C estimate, converging from the previous solution. The final solution was implemented as the result of 20 consecutive iterations with a difference of less than 0.01% among them (Roh et al., 2015).
Synergy analysis requires a pre-defined number of synergies. Therefore, to find an adequate solution, we iterated the number of synergies from one until 13 (number of muscles minus one). The concept behind muscle synergies is that a reduced dimensionality, or number of synergies in this case, is able to reconstruct complex higher dimensional behaviour. To determine a significant solution or number of synergies, the quality of the solution must be compared with the original data. We used the variance accounted for (VAF) metric to make this comparison (Cheung et al., 2005). VAF is defined in global (whole data set) and local (individual channels) scales. VAF was defined according to Equation 1:
For global criteria, ODS represents the variance of the original data set, and RD the variance of the reconstructed data set. The local criterion of VAF is applied to each muscle independently: this involves replacing ODS with the variance of data from a single channel, and RD is replaced by the variance of the same reconstructed channel. The significant number of synergies was selected when global VAF ≥ 90% and local VAF ≥ 80%.
Synergies were extracted independently for each task. Synergies from the multidirectional task were calculated during the recording session from the concatenated EMG of each of the 26 recorded directions. The result of this analysis was a set of significant synergies and their PDs. Once a significant number of multidirectional synergies was determined, the PD of each synergy from the multidirectional task was calculated as the average of each trial’s direction vector scaled by the activation coefficient of that synergy during that trial (Equation 2).
where Qi is the direction unit vector of the ith trial, Cri is the activation coefficient of the rth synergy of the ith trial, and T is the total number of trials.
Finally, synergies from the fatiguing task were extracted from each participant and epoch from the concatenated EMG of all fatiguing directions. A significant number of synergies was identified based on the described VAF criteria.
Synergy Clustering
To group similar synergies across participants in each epoch of the fatiguing task, synergies from all participants were pooled. Cluster analysis was applied to the pooled synergies using the K-medoids algorithm (Park and Jun, 2009), using the cosine function as the distance metric across clusters, and the Silhoutte index (Kaufman and Rousseeuw, 1990) to determine the correct number of clusters. Then, a mean synergy set per epoch was calculated by averaging each cluster. A second ‘sorting’ cluster analysis across epochs was applied to the calculated mean synergy sets to match similar mean synergies across epochs.
To test our first hypothesis that synergy structure is conserved with the development of fatigue, structure was compared across epochs by calculating the scalar product between synergy weights (W). Two synergies were defined as similar when the scalar product value was above the 95th percentile of a distribution of scalar products generated by comparing unstructured synergies. Given that synergy weights are constrained to have positive values between zero and one (normalised), there is a chance for spurious similarities. Using a threshold value from a by-chance distribution of scalar products (Roh et al., 2013) reduces the possibility of false positive similarity. To create shuffled unstructured synergies, we pooled all synergy structures from the fatiguing trials, and randomly shuffled weight values across epochs and muscles. Then, we calculated the scalar product between all shuffled synergies to obtain a baseline by-chance similarity distribution of scalar products. To verify that muscle synergy structure is conserved across epochs within individual subjects, we used a cross-validation method (Cheung et al., 2005). First, from each participant synergies were extracted from the first epoch of the fatiguing trial (initial five percent of data). The extracted structure W from the first epoch was held fixed to reconstruct the EMG data of the subsequent epochs, using the correspondent epoch activation coefficients C.
Fatigue Parameters
EMG adaptations to fatigue were analysed for the dominant muscles (those with the highest weight) within each of the three synergy clusters: MT, AD, and TLat. In theory, these muscles have a significant contribution to the muscle pattern during the fatiguing trial. The muscles selected using this criterion pulled directly in each synergy’s PD. This method is also consistent with optimal extraction of synergy structure (Steele et al., 2013), and a similar approach has being used previously for connectivity analysis (Marchis et al., 2015). This signal processing scheme allowed us to compare EMG amplitude, frequency, synergy structure, and activation coefficients along the development of fatigue. Fatigue parameters of power spectrum median frequency and signal amplitude of each epoch from the fatiguing trials were calculated by the Welch method (Welch, 1967) and RMS analysis respectively. All parameters were normalised to their value in the first epoch.
Separate one-way repeated measures ANOVAs were conducted with the dependent measures being the synergy activation coefficients and fatigue parameters (amplitude and median frequency) and the independent measure being the fatigue epoch. For each ANOVA, if significant differences were found, Bonferroni corrected paired t-tests were used to identify specific differences between epochs. Finally, to determine the trend of changes across epochs, a Pearson’s correlation analysis was used to describe the relationship between synergy coefficients and fatigue parameters from the muscles with the highest weight in each synergy. Statistics were performed using SPSS (version 24, IBM, New York, NY, United States).
Results
Representative raw and processed EMGs from a single subject during the multidirectional and fatiguing trials are displayed in Figure 3. All participants completed the multidirectional and fatiguing trials without missing any targets. Participants reached one of the stopping criteria in an average of 4.5 (SD 2.4) min. For all participants, VAF analysis identified that three to four synergies [mean = 3.6 (SD 0.5)] were sufficient to reconstruct the original muscle activation dataset from multidirectional trials.
FIGURE 3. Example EMG and force traces from a single trial of the multidirectional task. (A) Raw EMG signals of the 14 recorded muscles (1–14) and components of force vector (F) during a complete trial, black bars represent the period shown in (B) EMG and force traces trimmed to the central 2 s of the target-match period of the multidirectional task (grey); rectified and low-pass filtered signal (black).
Fatigue Parameters
Changes of EMG median frequency, amplitude, and synergy activation coefficients were compared across epochs for each individual synergy. EMG median frequency (Table 2) changed in some but not all muscles with the development of fatigue. For MT median frequency: Maulchy’s test indicated that the assumption of sphericity was violated across the different epochs χ2(9) = 86.4, p = 0.001, therefore Greenhouse–Geisser correction is reported (𝜖 = 0.45). The results indicate that median frequency was different across epochs for MT (F[1.8,70.6] = 3.92, p = 0.028, ω2 = 0.009). However, a post hoc analysis did not find significance between the first and fifth epoch (highest mean difference 8%, Bonferroni-corrected paired t-test p = 0.15). For AD median frequency, again sphericity was violated [χ2(9) = 85.9, p = 0.001] and a Greenhouse–Geisser correction of 𝜖 = 0.45 was used. Results suggest that there is no difference for the AD with the development of fatigue (F[1.8,70.8] = 2.1, p = 0.13, ω2 = 0.005). Finally, for ST sphericity was violated [9] = 27.3, p = 0.001), with a Greenhouse–Geisser correction of 𝜖 = 0.75. ANOVA suggest that median frequency decreased with the development of fatigue for the ST (F[3,116.5] = 28.264, p = 0.001, ω2 = 0.005). Post hoc analysis found multiple differences (p < 0.05). These differences were between the 1st and all other epochs (p = 0.001 for all), and between epochs 2–4, 2–5, and 4–5, (p = 0.001 for all). Fatigue development produced changes of parameters in some of the major contributors within synergies (Figure 4B).
TABLE 2. Extracted fatigue parameters and synergy activation coefficients [mean (SD)] values.
FIGURE 4. Resultant (A) synergy activation coefficients, (B) median frequency, (C) Borg scale, and (D) RMS amplitude through the development of fatigue. (A,B,D) Are normalized with respect to the first epoch value. Error bars show the 95% confidence interval. For the activation coefficient panel, black, grey, and light grey traces represent internal rotation, flexion and extension synergies respectively. For the EMG parameters the black, grey and light grey traces represents the MT, AD, and ST muscles respectively.
Signal RMS (Table 2) changed with the development of fatigue only for the MT muscle. Sphericity was violated (χ2[9] = 36.6, p = 0.001), consequently Greenhouse–Geisser correction was used (𝜖 = 0.68). ANOVA reported a decrease of the amplitude in time with the development of fatigue (F[2.7,105.9] = 10.2, p = 0.001, ω2 = 0.0015). Bonferroni-corrected t-test post hoc analysis revealed several significant decreases of the Trapezius muscle with fatigue [epochs: 1–5 (p = 0.001), and 2–5 (p = 0.003)] (Figure 4D).
Functional Significance of Synergies
The functional significance of a single synergies related to the muscles with the highest weights in its structure. After the second cluster analysis, three synergies were identified from the fatiguing task. S1 was an external rotation synergy with a greatest weights for the MT, Inf and ECR muscles. S2 was a flexion synergy relatively dominated by the AD, PM and BS muscles, and S3 was an extension synergy dominated by the TLat, TL and ECR muscles. An identified 4th synergy during the first cluster analysis was spread into S2 and S3 during the second cluster analysis.
Synergy Modulation
Synergies showed a distinctive tuning or modulation associated with direction of exertion: activation coefficients were highest for one particular direction, its PD, and decreased as the angle between the direction of exertion and the PD increased (Figure 5A). After extracting synergies from the pooled fatiguing trials, cluster analysis identified four different clusters (Figure 5B). The PDs of these synergies were distributed approximately evenly throughout space. The predominant movement and muscle of these clusters were: external rotation (MT), flexion (AD), extension (ST), and internal rotation (PM). The second cluster analysis grouped synergies in three clusters per epoch, suggesting that synergies representing internal rotation became reclassified into the flexion and extension clusters.
FIGURE 5. Synergy directional tuning and preferred directions. (A) A single synergy tuning over 26 directions of the multidirectional task. Each arrow represents a single target direction, and the length of the arrows is scaled to the synergy activation coefficient. The outline reflected on the graph walls displays the outer reach of the arrows, black dots on walls indicate the (0,0) coordinate. (B) 3D display of synergy PD for each synergy of all participants. Graph walls display a 2D projection of synergy directions showing the cluster distribution. Each colour represents a cluster identified from the first cluster analysis. Thicker arrows on the 3D display identify the synergies from a single, randomly chosen participant.
Synergy Structure
In agreement with our first hypothesis, synergy structure was conserved with the development of fatigue (Figures 6, 7). Conservation of synergy structure was reflected by the high values of the scalar products between instances of an individual synergy across different epochs. Conservation of structure was analysed within each of the three mean synergy clusters derived from the sorting cluster analysis. Within each cluster, the mean scalar product was: S1 mean 0.98 (SD 0.009), S2 0.99 (0.007), and S3 0.97 (0.02). Finally, a paired t-test analysis revealed that the similarity within the synergy clusters was different from the similarity within a shuffled synergy group (T[59] = 23.6, p = 0.001, representing a large effect size η2 = 0.90). This suggests that the similarity within synergy clusters is higher than would be expected by chance.
FIGURE 6. Synergy structure (weights) through the development of fatigue of the three identified synergies: internal rotation (black), flexion (grey), and extension (light grey). The structure of the three synergies was conserved with the development of fatigue.
FIGURE 7. Synergy structure and the non-normalised activation coefficients of the first and last epoch of a single synergy, S1. a.u., arbitrary units.
As an alternative measure of synergy conservation across epochs, cross-validation analysis showed that fatigue did not affect synergy structure. The synergy structure W extracted from the first epoch of a fatiguing trial was able to reconstruct the EMG data of the subsequent epochs. The first epoch’s synergy structure was able to explain, on average, 85% of the VAF contained in the original EMG data of the other epochs. VAF was for epoch 2 mean 88.9 (7.1) %, epoch 3 87.5 (9.3) %, epoch 4 87.7 (7.2) %, and epoch 5 89.5 (11.2) %.
Synergy Activation Coefficients
Synergy activation coefficients decreased with the development of fatigue (Table 2 and Figures 4, 7). S1 analysis showed a conserved sphericity (χ2[9] = 13.6, p = 0.15). S1 activation coefficient showed a decrease with the development of fatigue (F[4,40] = 4.2, p = 0.006, ω2 = 0.001). Post hoc analysis revealed differences ranging between 3 and 31%; these were significant between epochs: 1–5 (p = 0.005), 2–5 (p = 0.05), 3–5 (p = 0.04). The mean S2 activation coefficient had a minor decrease of 18% of the normalised coefficient value between the first and fifth epoch (p = 0.22). Finally, S3 showed an even smaller decrease of 13% of its coefficient of activation.
To further explore the causes of the changes in activation coefficient while conserving synergy structure in terms of the relative changes to individual muscles, we examined the changes of EMG median frequency and amplitude in different muscles across epochs. We calculated the correlation coefficients of these parameters in two ways. Firstly, we compared the values from all muscles, and secondly, we focused on a muscle with the highest weight and another muscle randomly selected from those with an intermediate weight between 0.6 and 0.4. We did not examine a muscle with a low contribution to each synergy because we would expect the amplitude, and therefore signal-to-noise ratio, of their EMG signals to be low. When all the muscles were considered, the change of median frequency correlation was high [r = 0.95 (0.04)], suggesting that the median frequency of all muscles decreased with a similar trend regardless of the level of involvement of the muscle in the task. On the other hand, EMG amplitude correlation changes were moderate [r = 0.43 (0.4)]. When looking at a high and medium contributor muscle of each synergy, the median frequency correlation average of the three synergies was high [r = 0.77 (0.08)], and signal amplitude correlation was low [r = 0.3 (0.5)].
Finally, to characterise the behaviour of synergy activation coefficients as a possible predictor of fatigue, correlation coefficients were calculated between synergy activation coefficients, fatigue parameters of the muscles, and Borg scale (Figure 5) with the highest weight of the correspondent synergy (Table 3). Activation coefficients were correlated with mean frequency (all r > 0.7) and RPE (all < -0.7), while correlations with amplitude were inconsistent (r = 0.94 – 0.05).
TABLE 3. Correlation between synergy activation coefficients and other fatigue adaptation parameters.
Discussion
Muscle synergies are proposed as the building blocks of human movement (Bizzi et al., 2008). To fulfil this role, synergy structure should remain fixed, or at least known, by the intact CNS. The development of fatigue produces adaptations at central and peripheral levels of the neuromuscular system, which implies that synergy structure could change if counteracting adaptations did not exist. We hypothesise that synergy structure would be conserved with the development of fatigue, which would support the notion of synergies as fundamental units of motor control. It is important to note that fatigue induces adaptations in amplitude and frequency of the EMG signal, not only of the actuator muscles but also antagonists (Enoka and Duchateau, 2008). If synergies are purely the result of biomechanical constraints (Valero-Cuevas et al., 2009), changes in the signal amplitude across muscles would reflect changes in synergy structure.
In support of our hypothesis, we found that, with the development of fatigue demonstrated by the self-perceived exertion, decrease of the median frequency and changes in amplitude of the signal, remarkably, synergy structure remains intact. However, synergy activation coefficients consistently decrease with the development of fatigue. This decrease correlates with characteristic adaptations found in the spectral analysis of the EMG signal. Overall these results provide evidence favouring the modular control of motor behaviour.
Adaptations to fatigue occur along the neuromuscular path from cortex to muscle, including changes at muscle, spinal, and cortical levels (Gandevia, 2001). During an isometric contraction, modulation of motoneuron activity is mediated by afferent inputs from peripheral receptors: muscle spindles (Macefield et al., 1993), Golgi tendon organs, and small diameter afferents (III and IV) (Hayward et al., 1991). Afferent input is partially responsible for the progressive decrease of the firing rate of motor units (Vallbo, 1974; Garland et al., 1988; Macefield et al., 1993) by inhibition, reducing facilitation, and presynaptic modulation (Gandevia, 2001). These peripheral afferents further decrease central drive that may itself be diminished with sustained contractions (Gandevia et al., 1996).
It is possible that synergies are generated and recruited at a central level with influence from the periphery. The outcome of these interacting adaptations to fatigue is a modification of muscle activation. In different muscles, we found that EMG amplitudes increased, decreased, or remained constant with fatigue. Remarkably, even in the presence of these uncorrelated changes of the EMG amplitude, synergy structure remained invariant. Similar behaviour is found in animal models; deafferentation results in drastic changes of EMG amplitude which can be explained by invariant synergy structure and only changing activation coefficients (Cheung et al., 2005). Our results support their notion of a feedback mechanism able to influence muscle synergy recruitment without changing the underlying structure. Synergy structure is also conserved across different natural movements of animals (Cheung et al., 2005) and humans (d’Avella et al., 2003). Therefore, the apparent universal conservation of synergy structure is consistent with this structure resulting from an underlying neuroanatomical circuitry at spinal or supra-spinal levels (Bizzi et al., 2008), and the notion of hard, robustly encoded synergies from central sites.
To understand the intricate interactions that would influence synergy recruitment but conserve structure in the presence of fatigue, we need to consider the relationships between the known central and peripheral mechanisms of fatigue adaptation. Central fatigue is defined as the decrease of efferent drive from central sites, modulated by the influence of peripheral afferents (Gandevia, 2001). Experimentally, this can be demonstrated by an extra force output evoked by twitch interpolation (Allen et al., 1995; Bülow et al., 1995) or transcranial magnetic stimulation (Gandevia et al., 1996) that increases with fatigue. Similarly, synergy activation coefficients have been proposed as the reflection of central drive (d’Avella et al., 2006; Bizzi et al., 2008). The present data do not allow inference of a direct link between central drive and EMG amplitude (Farina, 2004) and consequently synergy activation. However, not all muscles of a synergy will contribute to the generated force equally. Differential changes or alternation mechanisms across force contributor muscles (Kouzaki et al., 2002) may explain changes of activation coefficients while maintaining force output. Our data show that the decrease of synergy activation coefficients resembles the progression of central fatigue (Sacco et al., 1997), and this reflects an organised modular adaptation to fatigue. Deafferentation of animal models produce changes of synergy recruitment (Cheung et al., 2005). Consequently, our findings of a decrease of synergy activation coefficients support the concept of an interaction among motor drive, spinal circuitry and afferent inputs (McCrea, 2001), integrating the proposed mechanisms of both fatigue and synergies. Afferent feedback influences the decrease of the muscle median frequency as an adaptation to fatigue and the strong correlation with synergy activation coefficients suggests a common modulatory mechanism.
The number of synergies, and more importantly, their structure, varies depending on the set of specific muscles included (Steele et al., 2013). To alleviate this effect it is important to include as many muscles as possible, in particular those that will contribute greatly to the task. Given the technical impossibility of acquiring all muscles of the upper limb, some structural differences from synergies that consider all muscles might underlie our results. Nevertheless, we included 14 muscles, mainly of the shoulder region, considering their probable muscle contribution to isometric contractions. Brachioradialis is one deeper muscle that would potentially make a significant contribution to synergy structure that is not easily recorded from using surface EMG. Another concern with the estimation of synergies is that the extracted number of synergies depends critically on the complexity of the task. Dynamic contractions utilise a higher number of synergies (Cheung et al., 2005, 2009; d’Avella et al., 2006) than less complex behaviour like isometric contractions. The amount of explored space is also relevant for the number of synergies, and it seems that this effect can outweigh the increase in number of synergies arising from more complex movement: from two synergies in dynamic exploration of a single plane (Muceli et al., 2010) to six synergies for movements in multiple planes and directions (Cheung et al., 2009). We found that three to four synergies were able to reconstruct the original EMG sets from the multidirectional trials. This number is similar to other studies (Roh et al., 2012, 2013; Steele et al., 2013) that have performed isometric contractions with two to four times the number of directions considered in our multidirectional task. Our task was more constrained in terms of force directions because our aim was not to find all available synergies. Nevertheless, we did likely obtain most synergies involved in performing isometric contractions with the upper limb.
Synergies seem to be sensitive to fatigue development, and highly correlated with subjective (RPE) and objective (MF) parameters that have shown homogeneous changes with fatigue development. Synergy analysis implies the search for spatiotemporal patterns of muscle activity (McMorland et al., 2015), considering signal amplitude a key element of analysis. Our results show mixed changes of the EMG signal amplitudes within a specific synergy, corroborated by a moderate correlation between amplitude changes. Within EMG adaptations to fatigue, signal amplitude behaves inconsistently (De Luca, 1984; Gerdle et al., 2000; Dimitrova and Dimitrov, 2003), therefore it remains an unreliable measure of fatigue (Hultman and Sjöholm, 1983; Vøllestad, 1997). It is relevant to consider that a decline in force with fatigue does not directly imply a decline of the EMG amplitude (Merton, 1954). Thus, synergy activation coefficients seem like a better alternative to EMG amplitude although they require a slightly more elaborate analysis. In contrast, EMG spectral median frequency shows a consistent decrease with the development of fatigue (Bigland-Ritchie et al., 1981). Our results show an equivalent behaviour across all muscles, with a high correlation within a single synergy. However, this decrease shows certain variability across muscles and, once normalised, is not as great as the decrease of the synergy activation coefficients. EMG power spectrum is a compound characteristic affected by the intracellular action potential, motor unit potential, and consequently from motor drive and efferent signals (Dimitrova and Dimitrov, 2003). Synergy analysis looks at the modular control of fixed activation patterns of many muscles, thus it is likely that fewer relevant variables affect its behaviour. While our synergy analysis does not directly consider the EMG frequency power spectrum, similar synergies to those based in amplitude can be extracted from the EMG frequency domain (Frère, 2017). Therefore the correlation between EMG median frequency and synergy activation coefficients might be expected. This correlation across domains could be expected from a real neural control strategy and is less likely to arise solely from the biomechanical constraints of the task (Kutch and Valero-Cuevas, 2012).
Our experimental setup presents several advantages over other attempts to characterise synergy adaptations to fatigue (Turpin et al., 2011; Smale et al., 2016). First, by performing the fatiguing trials in the directions of synergy PDs, we have isolated the effects of fatigue to a single synergy at a time. This approach restricts confounding effects associated with load sharing across synergies, and maximises the extent to which fatigue influences only the components relating to activation of the single synergy in question. Unspecific fatigue development of synergies, as seen previously in studies examining functional movements, may lead to wrong interpretations of outcomes and the underlying mechanisms. Secondly, we analysed adaptations to fatigue across multiple epochs, improving the opportunity to quantify changes throughout the development of fatigue. We see this as an improvement of the analysis of global measures during fatigue development. Analysis only considering whole trials might impede the identification of changes to synergy structure and activation coefficients. Turpin et al. (2011) using such an approach, have previously found that there were no changes in either the structure or activation coefficients during a fatiguing task. These two main advantages allowed us to analyse the effects of fatigue on synergy structure and activation coefficients in time, providing a better perspective of synergy adaptations to fatigue.
Conclusion
The invariability of synergy structure supports the notion of synergies as a robust mechanism of motor control. Our study demonstrates a novel approach able to detect the adaptations of synergies to fatigue by identifying decreases of synergy activation coefficients. Synergies’ adaptations to fatigue seem to be mediated by common neuromuscular regulatory mechanisms coordinating at central and peripheral levels. If synergy tuning is considered, synergy activation coefficients are likely to be a valuable approach to assess fatigue under isometric conditions.
Ethics Statement
This study was carried out in accordance with the recommendations of ‘The guiding principles for conducting research with human participants’, University of Auckland Human Participants Ethics Committee, with written informed consent from all subjects in accordance with the declaration of Helsinki. The protocol was approved by the University of Auckland Human Participants Ethics Committee (ref. 013218).
Author Contributions
PO-A and AM contributed to the original concept, design and technical development of the work. PO-A acquired and analysed the data, and wrote the draft of the work. All authors contributed with the discussion development. AM, WB, and TB contributed with improvement to analysis and data collection, and revised the draft. AM and PO-A constructed the final version of the manuscript.
Conflict of Interest Statement
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
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Keywords: muscle synergies, fatigue, electromyography, upper limb, non-negative matrix factorization, human motor control
Citation: Ortega-Auriol PA, Besier TF, Byblow WD and McMorland AJC (2018) Fatigue Influences the Recruitment, but Not Structure, of Muscle Synergies. Front. Hum. Neurosci. 12:217. doi: 10.3389/fnhum.2018.00217
Received: 21 January 2018; Accepted: 09 May 2018;
Published: 21 June 2018.
Edited by:
Stephane Perrey, Université de Montpellier, FranceReviewed by:
Adamantios Arampatzis, Humboldt-Universität zu Berlin, GermanyFrancois Hug, University of Nantes, France
Copyright © 2018 Ortega-Auriol, Besier, Byblow and McMorland. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.
*Correspondence: Pablo A. Ortega-Auriol, p.ortegaauriol@auckland.ac.nz; ortegauriol@gmail.com