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Vastus 20 Medialis 20 Activation 20 During 20 Knee

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Vastus Medialis Activation during Knee Extension


Exercises: Evidence for Exercise Prescription

Article in Journal of Sport Rehabilitation · March 2008


DOI: 10.1123/jsr.17.1.1 · Source: PubMed

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ORIGINAL RESEARCH
Journal of Sport Rehabilitation, 2008, 16, -10
© 2008 Human Kinetics, Inc.

Vastus Medialis Activation During Knee


Extension Exercises: Evidence
for Exercise Prescription
Lori A. Bolgla, Scott W. Shaffer, and Terry R. Malone

Context: Knee extension exercise is an important part of knee rehabilitation.


Clinicians prescribe non-weight bearing exercise initially and progress patients
to weight bearing exercise once they can perform a straight leg raise (SLR).
Objective: Compare VM activation during a SLR and weight bearing exercises.
Design: One-way repeated measures design. Setting: University Laboratory.
Subjects: Fifteen healthy subjects. Intervention: One SLR exercise and 6 weight-
bearing knee extension exercises. Main Outcome Measures: Electromyographic
amplitudes for the VM expressed as a percent maximum voluntary isometric
contraction. Results: The SLR had greater activation than the single leg stance
and bilateral squat exercises. The step-up and unilateral leg press exercises had the
greatest activation. Conclusions: SLR performance can be an important indicator
for exercise progression. These results provide foundational knowledge to assist
clinicians with exercise prescription.

Quadriceps weakness, specifically of the vastus medialis (VM), is a common


impairment following a knee injury or surgical intervention. Such weakness can have
a significant impact functionally because many activities of daily living (ADLs),
like walking, squatting, and stair climbing, require adequate quadriceps strength.
Therefore, clinicians typically develop and implement interventions that focus on
restoring VM strength to facilitate improved function as rapidly as possible.1-5
VM weakness may result from either muscle atrophy or neuromuscular inhibi-
tion. Recently, Mizner et al6 reported that failure of voluntary contraction (neuro-
muscular inhibition), not loss of muscle cross-section area (atrophy), accounted for
quadriceps weakness in patients following total knee arthroplasty. Based on this
finding, therapeutic exercises that facilitate VM activation may be more beneficial
for patients following knee injury or surgery.7
Electromyography (EMG) is a commonly used tool capable of providing infor-
mation regarding muscle activation during rehabilitation exercises. Researchers8-17
have examined VM activity during various non-weight bearing and weight bearing
exercises and have hypothesized that when appropriately sequenced, exercises that
generate higher activation may benefit patients with knee pathology.

Lori Bolgla is with the Medical College of Georgia, Department of Physical Therapy, Augusta, GA.
E-mail: LBolgla@mail.mcg.edu; Scott Shaffer is with Physical Therapy at U.S. Army-Baylor Univer-
sity, Fort Sam Houston, TX. Terry Malone is with the University of Kentucky, Rehabilitation Sciences,
Lexington, KY.


   Bolgla, Shaffer, and Malone

A challenge facing clinicians is the implementation of a progressive yet safe


knee extension exercise program. Weight bearing exercises are important because
they incorporate demands required to perform many ADLs; however, patients
initially lack adequate quadriceps activation to safely perform weight bearing exer-
cise. Therefore, rehabilitation professionals typically prescribe non-weight bearing
exercises, like isometric quadriceps contractions and straight leg raises (SLR).
Greenfield18 has stated that “Clinical experience indicates that after the patient
eliminates an extensor lag and soft tissue healing is complete, safe independent
weight bearing can commence. The ability to adequately perform a SLR has been
used as a clinical indicator for initiating weight bearing activities and represents a
significant marker for progressing to weight bearing activities.”
To our knowledge, researchers have not directly compared VM activation
during a SLR exercise to activation during a progression of weight bearing exercises.
Comparison of activation generated during a SLR to that during more functional,
weight bearing exercises will assist clinicians with exercise prescription. We
hypothesize that greater VM activity will be generated during a SLR compared to
an initial weight bearing activity, like single leg stance; therefore, patients who can
adequately perform a SLR should then demonstrate the ability to generate sufficient
quadriceps activity needed to safely initiate weight bearing exercise.
The purpose of this study was two-fold. The primary purpose was to compare
VM activation during a SLR to 6 commonly prescribed weight bearing knee exten-
sion exercises. A secondary purpose was to determine the relative activation among
a sequence of weight bearing knee extension exercises. We believe that results
from this study will provide additional evidence to delineate appropriate use and
sequencing in knee rehabilitation.

Methods
Research Design
This study used a 1-way repeated measures design. The independent variable was
the knee extension exercise (SLR exercise and 6 weight bearing knee extension
exercises). The dependent measure was VM activation amplitudes, expressed as a
percent of a maximum voluntary isometric contraction, during the knee extension
exercises.

Subjects
Eight female (age = 22.2 ± 2.9 years, height = 1.7 ± .1 m, mass = 60.4 ± 6.9 kg) and
7 male (age = 24.5 ± 3.2 years, height = 1.8 ± .2 m, mass = 88.6 ± 7.2 kg) healthy
subjects volunteered for this study. A sample of convenience was recruited from
the local university community, and inclusion criteria required that all participants
safely perform a single leg stance on each lower extremity with the knee maintained
in a fully extended position (ie, no evidence of a knee flexion contracture). Subjects
were excluded if they had a history of a significant lower extremity injury or sur-
gery in the previous year. The primary investigator explained the risks and benefits
involved with the study, and all subjects signed an informed consent approved by
the University of Kentucky Institutional Review Board. All procedures followed
Vastus Medialis Activation 

were in accordance with the ethical standards of the University of Kentucky Insti-
tutional Review Board.

Rehabilitation Exercises
The SLR exercise was used as a reference for comparing muscle activation between
non-weight bearing and weight bearing knee extension exercises. We chose 6
weight bearing exercises representative of a continuum of those routinely used in
clinical settings.19-21 The 2 single leg stance tasks (one in full knee extension and
one with the knee flexed to 30 degrees) were used because they represent initial
weight bearing activities. As a transition toward more demanding weight bearing
exercises, we used a bilateral squat with the knees flexed to 60 degrees. The next
sequence was a step-up onto (step-up) and step-down from (step-down) a 20-cm
high step because these exercises assess dynamic concentric and eccentric control,
respectively. The final exercise was a unilateral leg press (load equal to 33% of
body weight with the knee flexed to 80 degrees). This exercise differed because
it required muscle activation in lower portions of knee flexion. Table 1 provides a
detailed description of each exercise.

Procedures
Subjects reported to the Musculoskeletal Laboratory for a single testing session.
All reviewed and signed an informed consent prior to data collection. The princi-
pal investigator then instructed subjects on the proper technique for each exercise
(see Table 1). Subjects practiced each exercise to become familiar with each task
and rested 5 minutes prior to testing to reduce the possible effect of fatigue. The
principal investigator monitored these warm-up activities.
Subjects’ skin was prepared for EMG instrumentation by shaving, abrading, and
cleansing it with isopropyl alcohol prior to application of surface electrodes. Bi-polar
Ag-AgCl surface electrodes (Medicotest, Rolling Meadows, IL), measuring 5 mm
in diameter with an interelectrode distance of approximately 20 mm, were placed
in parallel arrangement over the muscle belly of the VM. The VM electrodes were
placed approximately 4 cm superior and 3 cm medial to the superomedial border of
the patella and oriented 55° to the vertical.22 Electrodes were further secured to the
skin with an adhesive tape to prevent slippage during testing. A ground electrode
was placed on the ipsilateral tibial tubercle.22 Electrode placements were visually
confirmed on an oscilloscope using manual muscle testing techniques. A 3-second
standing “quiet” file was also recorded to exclude ambient noise.
Next, the subjects performed 3 maximum voluntary isometric contractions
(MVIC) for the VM to enable normalization of the raw EMG data. For this pur-
pose, subjects pushed against a dynamometer with the knee placed in 80 degrees of
flexion. Subjects produced a maximal isometric contraction using the “make” test23
to the beat of a metronome set at 60 beats per minute. They generated maximum
force over a 2-second period and maintained this force for an additional 5 seconds
to the beat of the metronome. Subjects performed one practice 23 and 3 test trials,
with a 30-second rest period between trials.
A computer algorithm determined the maximum root mean squared (RMS)
amplitude recorded over a moving 500 millisecond (ms) average window across
Table 1  Summary of Exercises Used to Evaluate Vastus Medialis
Activity

Exercise Description

Unilateral A weight equal to 33% of the subjects’ body weight was configured
leg press on the leg press machine. Subjects were positioned on the leg press
machine with the knees flexed to 80 degrees and the feet in a neutral
position. Then, they solely bore the weight equal to 33% body weight
on the right lower extremity for a 5-second period and performed 3
repetitions of this exercise. Subjects were positioned so that the knee
did not go past the toes.
Step-up onto Subjects began this exercise standing in front of the box with the feet
20-cm high flat on the ground facing the box and both knees in an extended posi-
box tion. Subjects stepped onto and off of a 20-cm high box leading with
the right lower extremity at a rate of 60 beats per minute. They were
instructed not to raise the heel of the opposite foot to assist with lifting
the body onto the box. They performed 9 repetitions of this exercise.
EMG activity from the concentric portion of the task was used for
data analysis.
Step-down Subjects began this exercise standing on top of the box with both feet
from 20-cm facing forward and flat on the box and both knees in an extended posi-
box tion. They stepped off of and onto a 20-cm high box leading with the
right lower extremity at a rate of 60 beat per minute. They performed
9 repetitions of this exercise. EMG activity from the eccentric portion
of the task was used for data analysis.
Isometric Subjects were positioned supine on a plinth with the right knee fully
quadriceps extended, the right ankle dorsiflexed in a neutral position, and the left
contraction knee flexed to 60 degrees. To the beat of a metronome set at 60 beats
with straight per minute, they performed an isometric quadriceps contraction on the
leg raise first beat, lifted the right lower extremity to the level of the opposite
knee on the second beat, and returned the right lower extremity to the
plinth on the third beat. Subjects performed 9 repetitions of this exer-
cises.
Bilateral Subjects stood with the lower extremities shoulder width apart and
squat weight equally distributed. They were then positioned in 60 degrees of
knee flexion bilaterally in a manner in which the knees did not move
in front of the toes. They held this position for a 5-second period and
performed 3 repetitions of this exercise.
Single leg Subjects performed a single leg stance on the right lower extremity
stance at 30 with the knee in 30 degrees of flexion and the hip and foot in a neutral
degrees knee position (ie, forward tibial displacement over a neutral foot). They
flexion held this position for a 5-second period and performed 3 repetitions of
this exercise.
Single leg Subjects performed a single leg stance on the right lower extremity
stance with with the knee in full extension and the foot in a neutral position. They
full knee held this position for a 5-second period and performed 3 repetitions of
extension this exercise.


Vastus Medialis Activation 

the three MVICs. The window of activity having the greatest amplitude was identi-
fied and this amount was assumed to represent 100% of the maximum voluntary
isometric contraction (% MVIC) for the VM.24 All data were expressed as a percent
MVIC for statistical analysis.
For testing purposes, subjects performed each exercise as described in Table
1. They rested 1 minute between each exercise, and we randomized testing order
to reduce fatigue and ordering bias.

EMG Analysis
A 16-channel EMG system (Run Technologies, Mission Viejo, CA) recorded the VM
muscle activity. Subjects wore a Myopac transmitter belt unit (Run Technologies)
that transmitted all raw EMG data at 1000 Hz via a fiber optic cable to its receiver
unit. Unit specifications for the Myopac included a common mode rejection ratio
of 90 dB and an amplifier gain of 2000 for the surface EMG electrodes. Raw EMG
data were band pass filtered at 20 to 500 Hz using Datapac software (Run Technolo-
gies), stored on a PC computer, and analyzed using Datapac software.
For each exercise, we then calculated the RMS amplitude for each repetition
and expressed these amounts as a percent MVIC. For the single leg stance (at 0 and
30 degrees knee flexion), leg press, and bilateral squat exercises, we determined the
amplitude during the middle 3 seconds of each repetition. For the SLR exercise,
we determined the amplitude for the middle 5 repetitions of this activity. For the
step-up and step-down exercises, we only analyzed activity from the concentric
and eccentric portions, respectively, and determined the amplitude for the middle
5 repetitions of each task. Normalized data for each exercise were then averaged
and used for statistical analysis.

Statistical Analysis
A 1-way analysis of variance (ANOVA) with repeated measures was used to
determine differences in VM activation amplitudes among exercise conditions.
Significant differences between exercises were determined using the sequentially
rejective Bonferroni (Bonferroni-Holm) test.25 Statistical analysis was performed
using SPSS Version 12.0 (SPSS Inc, Chicago, IL). Statistical significance was
established at the 0.05 level.

Results
Table 2 summarizes the descriptive statistics for normalized EMG activity under
each exercise condition. The 1-way ANOVA with repeated measures indicated a
significant main effect across exercise (P < .001). Post hoc analysis revealed that
the unilateral leg press and step-up generated the greatest VM activity with values
significantly different (P < .005) from the bilateral squat and single leg stance at
0 and 30 degrees of knee flexion. The step-down, SLR, bilateral squat, and single
leg stance at 30 degrees of knee flexion had significantly greater VM activation (P
< .005) than the single leg stance at 0 degrees knee flexion.
   Bolgla, Shaffer, and Malone

Table 2  Means ± Standard Deviation for Vastus Medialis


Electromyographic Amplitudes During Each Exercise Expressed as
a Percent of a Maximum Voluntary Isometric Contraction (% MVIC)
for 7 Knee Extension Exercises
Exercise % MVIC
1. Unilateral leg press* 41 ± 19
2. Step-up onto 20-cm high box* 32 ± 15
3. Step-down from 20-cm high box† 27 ± 12
4. Isometric quadriceps contraction with straight leg raise† 26 ± 14
5. Bilateral squat† 18 ± 8
6. Single leg stance at 30 degrees knee flexion† 16 ± 7
7. Single leg stance with full knee extension 6±3
* Exercises 1 and 2 significantly greater than exercises 5 through 7 (P < .005). † Exercises 3 through
6 significantly greater than exercise 7 (P < .005).

Comments
The primary purpose was to compare VM activation during a SLR to 6 commonly
prescribed weight bearing knee extension exercises. We initially hypothesized that
the SLR exercise would generate greater VM activation than some weight bearing
exercises used early in the rehabilitation process. During the SLR exercise, our
subjects generated average VM activity equal to 26% MVIC. VM activity during
the weight bearing exercises ranged from 6% (single leg stance at 0 degrees knee
flexion) to 41% MVIC (unilateral leg-press). These findings suggest that clinicians
may use the ability to adequately perform a SLR as a clinical indicator for initiat-
ing weight bearing activities. A secondary purpose was to determine the relative
activation among a sequence of weight bearing knee extension exercises. Our
findings showed an increase in VM activity relative to increased task complexity.
Clinicians may use this information to delineate appropriate use and sequencing
of weight bearing exercises over the course of rehabilitation.

VM Activation During Non-Weight Bearing and Weight


Bearing Exercise
The SLR exercise generated greater activity compared to less demanding weight
bearing knee extension exercises. One reason for this finding was that subjects
began the SLR by first performing an isometric quadriceps contraction. Soderberg
et al26 reported that an isometric quadriceps contraction in combination with a SLR
resulted in significantly greater VM activity than an isolated SLR.
VM activation during the SLR exceeded that generated during both single leg
stance activities. These findings are clinically relevant because patients can perform
a SLR in a protected (non-weight bearing) and safe (no resultant injury from non-
performance) manner early in the rehabilitation process. It also provides information
regarding the patient’s ability to generate VM activity required to perform initial
weight bearing activities. The ability to adequately perform a SLR may serve as
Vastus Medialis Activation 

an indicator of function without risking injury associated with weight bearing;


however, additional studies are needed to make this determination.

Weight Bearing Exercise Progression


Our findings indicated that the weight bearing exercises required varying levels of
VM activation. The single leg stance, with full knee extension, required the least
amount of VM activity. For this exercise, subjects were positioned with the femur
congruent with the tibia and their center of mass over the stance leg (see Figure 1).
Together, these factors most likely placed the knee in a more stable position, thus
minimizing VM activity. The single leg stance, with the knee flexed to 30 degrees,
represented a more demanding task. In this case, knee flexion increased the applied
torque due to gravity (Figure 1), resulting in greater VM activation. More clinically
relevant was that both exercises generated less VM activation compared to the SLR

Figure 1 — This figure illustrates the applied torque due to gravity onto the quadriceps
during single leg stance with the knee fully extended and placed in 30 degrees of flexion.
The vertical, solid line shows the force due to gravity. The horizontal, broken line represents
the length of the external moment arm (perpendicular distance of the force due to gravity
from the center of the knee joint) in each position. The external moment arm in the Figure
on the left (A) is negligible because the subject’s center of mass is positioned over the knee
joint. The external moment arm in the Figure on the right (B) is relatively greater because
the subject’s center of mass is positioned posterior to the knee joint. This position created
a greater knee flexion moment and required subjects to generate greater vastus medialis
electromyographic activity to counteract the knee flexion moment.
   Bolgla, Shaffer, and Malone

and the other weight bearing exercises. Based on these findings, these single leg
stance exercises appear to be appropriate initial weight bearing activities.
The bilateral squat required VM activity similar to the single leg stance with
the knee flexed to 30 degrees. Although the bilateral squat incorporated double
limb support, it had a relatively greater applied torque due to gravity because the
subjects performed the squat in 60 degrees of knee flexion. During the bilateral
squat, subjects generated an average VM activity equal to 18% MVIC, which was
comparable to values reported by Coqueiro et al14 during a similar activity. Find-
ings from the Coqueiro study and the current one inferred that the bilateral squat
exercise can be an appropriate manner to initially apply greater loads onto the
quadriceps. Since ADLs like squatting and stair climbing require VM activation
with greater knee flexion, these findings support the use of the bilateral squat as a
safe transition toward these activities.
The step-down and step-up exercises generated the next greatest VM activ-
ity and differed because of their dynamic nature. During the step-down exercise,
subjects lowered their body in a controlled manner by eccentrically contracting the
quadriceps. This motion required greater VM activity compared to the bilateral squat
because subjects had to control the excursion of the body’s center of mass over a
single lower extremity. Also, performance of the step-down and step-up exercises
might have resulted in greater displacement of the tibia over the foot. This motion
most likely shifted the subject’s center of mass in a posteriorly-directed position.
Such displacement would require greater EMG activity to counterbalance the
increased torque due to gravity. We cannot unequivocally make this determination,
however, since kinematics was not assessed. Finally, though not significantly differ-
ent, the step-up generated greater VM activity than the step-down. Researchers8,27
have compared eccentric and concentric muscle activity and consistently reported
greater EMG amplitudes during concentric actions. Based on these findings, clini-
cians may first introduce the step-down exercise prior to the step-up.
The unilateral leg press required the greatest VM activity. Although subjects
were seated during this exercise, they performed this exercise with the knee flexed
to 80 degrees. Greater knee flexion elongated the quadriceps, which would affect
the muscle’s length-tension relationship. Placing the quadriceps in a position of
less than optimal length-tension relationship (less cross-bridge overlap) most
likely accounted for greater VM activation.21 This finding supports, therefore, the
clinician’s decision to introduce higher demanding quadriceps exercises with the
knee positioned in greater flexion later in the rehabilitation process.

Limitations
The present study has limitations that we would like to address. First, it included a
cohort of young, healthy adults that precludes direct extrapolation of our findings to
patients with knee pathology. This also potentially limits these findings to patients
who have co-morbidities or age-related decline that result in diverse impairments
(eg, pain and weakness) and functional limitations. Second, only the unilateral leg
press exercise reached a level to stimulate consistent muscle strength adaptations as
expected in normal subjects; therefore, our program may enhance neural adaptation
and motor relearning of basic functional tasks, but not provide the intensity needed
to induce large shifts in muscle strength or high level activities.
Vastus Medialis Activation 

Future Research
Additional studies involving larger samples of age and disease-specific cohorts are
warranted and may assist in further defining the patient populations that may benefit
from the exercises included in this study. Future research should also include a
larger spectrum of resistance exercise and reliable and valid measures that link EMG
analysis to functional outcomes. Finally, researchers should determine the relative
activation between the VM and other quadriceps muscles during these exercises.

Conclusion
This study identified the relative activation of the VM during 7 commonly prescribed
knee extension exercises. These results provide additional foundational knowledge
to assist clinicians in the development and refinement of exercise progression,
especially in the early portions of rehabilitation following injury or surgery. In
particular, the straight leg raise exercise produced levels of neuromuscular activa-
tion that exceeded those obtained during 2 single leg stance and a bilateral squat
exercise. The clinical benefit and utility of the data suggest using the SLR as the
initial marker of function required for the safe introduction of other weight bearing
lower extremity exercises.

Acknowledgment
No monies were received in support of this study. The opinions and assertions contained
herein are the private views of the author and are not to be construed as official or as reflect-
ing the views of the Department of the Army or the Department of Defense.

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