During
my last undergraduate semester at University in 1986 I had an assignment
titled "Why don't our shoulders subluxate". At the time
the scope of thought was that the supraspinatus was entirely responsible
for that stability. Whilst surfing on Cronulla beach I reflected
on my problem since I was required to write a 5000 word essay as
well as present a 40 minute paper on the topic!
It certainly became clear
to me that the previous simplistic dogma wasn't going to be enough
to solve the problem. Luckily, we had some inspirational lecturers
at the time in the form of Janet Carr and Roberta Shephard. They
steerd me in the direction of the Russian mathematician Nikolai
Bernstein and his seminal work of the 1930's on the motor control
problem over the degrees of freedom around the shoulder.
Since that time the Australian
Schools of Physiotherapy have considered stability across body parts
and addressed the issues of motor control and pain from several
different perspectives. These have included
1. The absolute stability
of isometric contractions
Generally speaking, this
type of stability training is only useful for regions with little
movement. An example is the activation of the transverse abdominis
and internal oblique muscles in sitting.
Interestingly, the use
of muscle energy techniques
employs isometric contractions and mobilisation of pelvic and spinal
segments for the optimisation of muscle control and symmetry across
the pelvis.
2. The dynamic stability
of rotating systems which use mathematical geometric reference points
These geometric reference
points were emphasized by Saha (1983) in calculations of pure rotation
control. However, it was Turvey et al (1978) who proposed that it
was the synergistic recruitment of the scapula and glenohumeral
muscles which required a controlling mechanism. Turvey et al (1982)
who emphasized the recognition of contextual settings as the most
important aspect of motor control.
3. the dynamic stability
of oscillating systems
Turvey et al (1982) suggested
that the problem of motor control could be solved by considering
the system moving in periodicies which were constrained around a
fixed point by the resistance encountered with movement. This hypothesis
moved away from peripheral proprioception feeding information back
to the brain. Instead we were examining the problem in the context
of 'feedforward' systems where proprioceptive feedback' was only
required if our objectives weren't met.
Although the original
hypothesis pertained to the region of the shoulder, analysis of
muscle activity in the abdominal region during arm movements in
the mid 1990's by Richardson et al led to some interesting feedforward
conclusions involving the transverse abdominus and multifidus muscles.
4. The uncontrolled manifold
hypothesis for periodicies
Yet how does learning
of feedforward mechanisms occur. It was suggested that releasing
and reorganizing degrees of freedom are processes that accompany
practice (Schmidt & Lee 1999). Recently an
“uncontrolled manifold hypothesis” was proposed which assumes
that when a controller of a multi-element system wants to stabilize
a particular value of a performance variable, it selects a particular
subspace where the desired variable is held constant. Simultaneously,
other elements can show a high degree of variability so long as
they do not affect the essential variable (Latash et al 2002). Similarly,
closed loop theory suggests that a learner acquires a reference
of correctness (Schmidt & Lee 1999).
5. The stability of inverse
dynamics
With the introduction
of force and momentum into the motor control stabilisation argument,
the natural thing to consider is the effect of Newtons 3rd Law of
Action - Reaction. When applied to accelerating body parts which
have mass and hence momentum, then the balancing and counterbalancing
forces can be calculated and their perturbations can be used to
optimise movement. The great thing with this development is that
it allows us to consider the parallel and series elastic components
as springs providing recoil energy, whilst muscles provide eccentric-concentric
energy capturing efficiency by opitmising the trajectories of moving
body parts. Combining these concepts of elastic potential and kinetic
energy with inverse dynamics gives some resolution to the problem
of control of the 'inverted pendulum' which is walking. Similar
to rockets or sedgeway systems the propulsive force acts up from
the ground resulting in a potentially unstable mechanism. Body pertubations
such as swing and pendular movements of the arms help counter these
potentially destabilizing forces. Aditionally sinusoidal oscillations
in the soft tissue acting at a microscopic molecular level up to
the level of cytoskeletal and musculoskeletal architecture probably
impact on stability through the dynamic alterations and adjustments
afforded by the principles of tensegrity; whereby actin like moelcules
are able to change the cellular architecture to adapt to forces
developed by vibration and fluid shear.
Plyometric exercise regimes
employ concepts of inverse dynamics for the optimisation of movement
efficiency. More recently, these type of exercises have also been
emphasized for recovery from tendonosis as it benefits both the
parallel and series elastic components, as well as blood flow and
more importantly the capture of transverse force energy for longitudinal
muscle displacement.
Spinal Stability
During the early 1980's Bergmark described muscles
based on their biomechanical characteristics dividing them into
two fundamental elements - local stabilisers and global mobilisers.
A decade later in the early 1990's, a fundamental development in
the concept of stability was from Punjabi where he described elements
of control which included the passive elements (ligaments, capsule,
etc), the active elements (muscle) and the 'active controller' as
an integrated system of satbility. A pain element was later added
by Lund et al (1991) whereby they described the inhibition of the
agonists and facilitation of the antagonists in a peripheral area
of pain.However, in the trunk a different interplay of muscles was
construed, whereby Hodges et al (1995) and Hides et al (1994) later
suggested that this peripheral motor pattern may be represented
by inhibition of the multifidus and transverse abdominis muscle
in the trunk. Furthermore, Wim Dankaerts and Peter O'Sullivan (2005)
further suggested that facilitation of the gobal mobilisers into
stabilisers resulted in motion and/or movement impairment with excessive
compression of the spinal vertebrae and their comprising elements
leading to reduced postural pertubations and reduced degrees of
freedom.
The complexity of spinal control in the presence of pain has lead
to many clinical assumptions. Spinal stability involves the co-ordination
between several muscles to prevent Euler Buckling of spinal segments.
There is strong evidence to suggest that the deep fibres of lumbar
multifidus controls spinal motion. Multifidus contributes to 2/3 of
the stiffness at the L4/5 (Wilke et al 1995) and in vitro studies
(Punjabi et al 1989, Kaigle et al 1995) demonstrate contraction of
multifidus increases intervertebral stiffness at an injured lumbar
segment. However, it is notable to consider that all lumbar muscles
contribute to stability of the lumbar spine (Cholewicki and VanVliet
2002, McGill et al 2003). Co-contraction of the superficial flexors
and extensors are required to control intervertebral motion via compression.
However, it has been argued that sustained compression could be detrimental
to the spine (Nachemson and Moris 1964, in MacDonald, Moseley and
Hodges 2006, Manual Therapy, 11, 254-263). Muscle fibre composition
has also been considered as important when considering issues of stability
where type I endurance fatigue resistant fibres of deeper layered
muscles are thought to contribute to tonic postural control. However,
fibre composition has generally been exptrapolated from investigations
into disuse atrophy and exercise induced hypertrophy and furthermore,
specific muscle biopsies of the paraspinal muscles have been done
on cadavers or people undergoing spinal surgery (MacDonald et al 2006).
Moreover, assumptions have been made that disuse atrophy is the opposite
of exercise induced hypertrophy, which may not be the case. Never-the-less,
Belavy et al (2007) have demonstrated a tonic-to-phasic shift of lumbo-pelvic
muscle activity during 8 weeks of bed rest and at 6 months follow-up
with tonic activation of short lumbar extensors and a similar trend
for thoracic extensors, with a phasic trend for internal oblique and
inferior gluteus maximus (J Appl Physiol, 103, 48-54). However, these
results reflected EMG activity rather than muscle biopsy results.
Furthermore, the concept that deep multifidus (DMF) is tonically active
is not bourne out by the literature. Instead, spatial and temporal
features of DMF activation reflect the activity demands of constantly
changing internal and external forces on spinal control (MacDonald
et al 2006). DMF activity tends to be based on feedforward mechanisms
which allows for non-direction specific activity to occur prior to
the onset of movement (Moseley et al 2002, 2003). Fear of pain has
been demonstrated to reduce the flexion-relaxation phenomenon of paraspinal
muscles during forward bending which presumably could alter DMF activity
(MacDonald et al 2006). The advantage of the DMF is that it can control
shear and torsion without generating a torque and therefore doesn't
require a co-contraction from an antagonist to maintain stability.
Furthermore, the evidence doesn't support the need for co-contraction
of Transverse Abdominis and DMF (MacDonald et al 2006). Clinically
DMF atrophy can be seen on MRI in people with chronic LBP. Wallwork
et al (Manual Therapy 2009, 14, 496-500) demonstrated patterns of
localised MF atrophy in CLBP which also demonstrated reduced ability
to voluntarily contract the atrophied muscle during real-time US.
Similarly, reduced Tr Abdo activity can be seen during Real Time US,
regardless of the ability to contract presumably synergistic muscles
such as the pelvic floor musculature. With the burgeoning research
into prolonged spaceflight, future bed rest investigations should
clarify some of these paradoxes.
6. Vestibular and verbalisation for stability
In the 1970's, Hon.Dr
Med Suzanne Klein Vogelbach took a vestibular approach to agonist
- antagonist recruitment and hence 'timing' of synergy. In cats,
lack of vestubular input has been shown to reduce extensor muscle
tone (Magnus 1926 in Belavy et al 2007, J Appl Physiol, 103, 48-54).
Klein Vogelbach also placed a large importance
on complex language constructs when assessing and administering
exercise for movement dysfunction. Apart from an existential philosophical
construct of reality, the manipulation of language seems to underlie
concepts of verbalisation for accessing the subconscious in the
development of expertise, and is also used in neurolinguistic
programming as well as congitive functional therapy.
7. Mental stability such as sporting performance
in orienteering
With
the evolution of each new concept the emphasis is still placed on
higher centre motor control. However, since the brain can only process
one piece of information at any one instance, and can only hold
6 pieces on information in short term memory how can this control
movement? Indeed for control to occur it must be processed subconsciously,
thereby freeing the conscious brain for decision making when the
automated processes sense inconsistencies. The most powerful access
to our subconscious brain is through our ability to verbilise and
visualisel our expectations. Hence, in orienteering, the athlete
can read the map to analyse the upcoming terraine thereby preparing
their motor system for what will be encountered. Such preparation
lends itself to pacing strategies and goal oriented feedback whereby
anticipated feedback act like red and green traffic lights. Self
affirmation requires little conscious effort e.g. is this the correct
track and there is the rock followed by a spur and a clearing with
a small gully to my right. If these features don't fit the terraine
being scanned by the visual cortext then the greater mental effort
of conscious correction and decision making needs to be employed.
Acquisition
of motor control requires context specific variability. Variability
is particularly important in orienteering as each course is unique
and different. Without variability, injury and/or sub-optimal performance
is likely to occur.
8 Neuro-linguistic feedback
stability
From Switzerland, the
Hon Dr Med Prof Klein Vogelbach (Functional Learning Theory {FBL
= Funktionelle Bewegungs Lernen}) used powerful linguistic analysis
of visual and tactile inputs to force physiotherapists to communicate
their thinking with their clients. Hereby, a 2 way discussion ensued
which could be argued lead to a stabilizing relationship between
the therapist and their client and with the client and their own
condition. This narrative reasoning has been propagated by Mark
Jones in Adelaide. More-over the semantics of language and the power
of words have been used to ascertain peoples fears and beliefs as
they pertain to movement. In fact, Peter O'Sullivan has encouraged
therapists not to use the term 'instability' as it may elicit fear-avoidance
movement behaviour in people.
Peter O'Sullivan LBP movement classification
disorder
Peter O'Sullivan further classified Pelvic Disorders into excessive/lack
of force closure or poor form closure. Excessive force closure involves
increased muscle activity across the pelvis leading to compression
of the SIJ. Lack of force closure results in excessive movement around
the SIJ and pubic symphasis which can lead to poor form closure whereby
the opposing complimentary irregular surfaces of the ilium and sacrum
move into positions of reduced stability such as 'counter-nutation'.
9. Stability through occulomotor
reflexes
This form of stability
has gained a lot attention through the work on Whiplash injuries
by Michelle Stirling and Gwen Jull at the University of Queensland.
They advocate the use of powerful visual reflexes to optimise both
static stability as well as tracking stability. Additionally, they
use pointer devices beamed from peoples heads onto a target on a
wall to test and train peoples correctional ability after the eyes
are shut, or when the body is turned whilst trying to keep the head
stable. This is in line with their revolutionary regime of training
deep neck flexors, improving scapula control, reducing muscle spasms
and over-activity to improve functional stability.
10. Metabolic and Immune
stability
Although muscle mass is
considered fundamental for the production of force and hence power,
I submitted a paper
for publication in 2003 (not accepted) which outlined the importance
of muscle mass to hormonal and metabolic function. The concept of
total body stability and allostasis was presented in Rome in October
2005.
Since the central nervous
system and resting muscle tone are particularly important aspects
of motor control, then emotional stability is of paramount importance
for optimal performance. Extreme examples of mal-adpative behaviour
to emotionally labile states are situations which lead to 'fear
- avoidance' of activity. Optimisation of the emotional state can
lead to the feeling of control over the environment rather than
the reverse, "master of their own destiny". Such scenarios
also result in large amounts of energy being available which if
constrained through 'pacing' can result in athletic success but
if unchecked can cause euphoria which ultimately leads to a "crash
and burn" phenomenon.
It could be argued that
the term 'instability' could lead to 'fear avoidance' behaviour
with inappropriate sympathetic nervous system activity. Hence, the
concept of allostasis and neuro-immune behavioural mechanisms need
to be considered here.
Rumination can be ascertained on questioning the client about the
intial precipitating incident. Additionally peoples attitude towards
them, in the working/sporting, home and social environment may have
an impact on the persons 'emotional stability' as well as their
ability to cope actively.
12. Clinical stability
Clearly, the gaining of
sporting expertise (such as pitching in baseball) can only be obtained
through repitition of movement (practice), whilst avoiding injury.
Furthermore, when injuries do take place appropriate recovery from
injury should occur. Generally, people consider recovery to be synonymous
with being painfree. However, over the years we have learned that
motor dysfunction can continue in the absence of pain, thus leaving
a person vulnerable to further injury.
Clinically, the Maitland
edition of Peripheral Manipulation from the early 1990's emphasized
the concepts of stage, severity,irritability and stability. Unfortunately,
these concepts were thought only to apply to joints, which at the
time was considered a 'passive structure' (e.g. passive accessory
and passive physiological). Yet the concept of 'stability' suggested
a clinical past history of questioning the frequency of recurrences.
'Irritability' was emphasized and considered the ease of exacerbation
of pain and the time required for it to subside, yet it was meaningless
if considered outside the concept of stability. The 'stage' of the
problem explained whether a condition was getting better/worse or
staying the same, but was only meaningful if the 'severity' of the
condition was considered. By examining 'severity' the authors were
actually considering today what we would describe as 'avoidance
behaviour'. Hence, it was important to know what the person was
and wasn't doing. They may appear stable and non - irritable but
what had been eliminated out of their activities of daily living?
Addressing 'easing factors' can give an indication of whether the
person copes 'actively' or 'passively'. Such cognitive evaluation
by the client's higher centres is now considered an integral part
of the examination and treatment process when determining the motor
control issues affecting their musculoskeletal system.
Even
despite the knowledge that pain could cause reflexogenic inhibition
and excitation of muscle activity, pain was clearly a missing ingredient
in many models of motor learning. By 1993, at the Parisian IASP
world congress, French researchers had mapped descending noradrenergic
modulating pain pathways in rats (Proudfit, H.K.
(1992). The behavioural pharmacology of the noradrenergic descending
system. In : Besson, J.M. & Guilbaud, G. (Eds.)(1992). Towards
the use of Noradrenergic Agonists for the Treatment of Pain (1st
ed.). Amsterdam : Elsevier Science Publishers B.V.), whilst
the first MRI and PET imaging started to become available and affordable
to general patient populations (IASP world congress, Vancouver 1996).
Although the concepts
of motor learning, skill acquisition and stability have seemed like
a parallel phenomenon to the traditional approach to physiotherapy,
this shouldn't be taken for granted. The Swiss physiotherapist and
founder of Functional Movement Learning, Honorary Doctor Medicine
Klein Vogelbach, used concepts out of neurology, in the 1970's,
such as training with Swiss balls and brought them across to musculoskeletal
physiotherapy. Other watersheds included, the McConnell technique
of 'patella taping' which was actually developed at Sydney University
in the mid 1980's and had a strong stabilising motor control emphasis
drawing on the works of the Americans Gentile and Sahrmann. By the
mid 1990's Hodges, Richardson, Jull et al at the University of Queensland
placed emphasis on the stability from the transverse abdominal and
multifidus muscles in treating low back pain. Interestingly, Klein
Vogelbach had already incorporated small spinal rotational movement
training into her Functional Movement Learning (FBL) regime at least
a decade previously. By the late 1990's, Lorrimer Mosely was using
techniques out of rehabilitation in Neurology, such as reverse mirrors,
to take a revolutionary perspective on motor control and neuropathic
pain. Similarly, Peter
O'Sullivan from Western Australia drew on work in Neurology
and Psychology (CBT) to determine and validate a new classification
for the treatment of chronic low back pain which has been termed
Cognitivel Movement Therapy.
Inconsistent findings on the effects
of pain on motor control has made it important to conceptualize
a theoretical framework of adaptation in the sensorimotor system
in the person with pain. A simplistic approach would be to say that
the person will use the redundancy in the system to protect the
perceived vulnerability to further injury. Such redundancy takes
the form of employing synergistic muscles to perform the task and/or
adapting the task to reduce loading. In the acute phase of an injury,
such simple strategies may be useful, however adapatation can be
very rapid and permanant. If the adaptation is suboptimal for the
intended goal, then secondary injuries may occur. These may take
the form of disuse atrophy, reduced sensorimotor (proprioceptive
and feedforward) input from the 'unloaded' part, whilst overloading
the compensatory muscles and the body parts which they influence.
Therefore, both the primary and secondary consequences of the movement
dysfunction must be evaluated and treated. Henry Tsao at the University
of Queensland has quite clearly shown alterations in cortical processing
regions (motor maps) in the brain in people with chronic low back
pain. Adaptation strategies vary between people with both increases
and decreases in muscle activity occuring in various parts of the
body. Thus it becomes imperative that the person is examined
in a systematic way in order to specifically taylor treatment
management strategies.
Levin et al (2008)
mapped the gene expression of pain which in the case of muscle tissue
proteins and neural tissue probably has an influence on motor control.
Conclusion
In the 2 decades since surfing in Cronulla, the
approach to musculoskeletal disorders and the concept and scientific
verification of stability has undergone significant and fundamental
changes due to the dedicated work of physiotherapist researchers
validating clinicians insights and practice. Unlike 1986, by 2009
a 5000 word paper and a 40 minute presentation on the topic of 'Why
our shoulders don't subluxate' would be pretty easy to fill.
Clinically, the examination process
must ascertain the affect of pain and injury on attention and stress
and its affects on the interpretation of task demands and hence
motor planning. The effects of cortical inhibition, delayed central
transmission, reflexogenic motoneuron inhibition on motor planning
can lead to an altered internal model of body dynamics. Clinically
this may manifest as reduced range of motion, altered reflexes and
muscle strength, as well as changed movement goals to protect the
body part. The clients perception of their problem is a vital part
of a 'top down' approach to assessment and treatment. A 'bottom
up' approach views the adaptive mechanisms in terms of altered proprioceptive
input resulting in inaccurate motor planning. For this reason combination
therapy, using passive modalities such as joint mobilizations, taping,
dry needling, soft tissue massage, etc must be accompanied by meaningful
and well integrated exercise prescription which takes into account
the values and beliefs of the client. Moreover, in some cases a
real and/or virtual exercise regimes may mean that passive modalities
are either unwarranted or contraindicated. Cognitive Behavioural
Therapy may be required to address the aspects of 'attention' and
'stress'. Regardless, of the approach taken, the goal should be
to educate the client on their condition and how treatment interventions
can meet their expectations.
"It is the thoughts which preceed
the action which count
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Copyright Martin Krause 1999 - material is presented as a free educational
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