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Journal of Electromyography and Kinesiology 20 (2010) 1023–1035

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Journal of Electromyography and Kinesiology


journal homepage: www.elsevier.com/locate/jelekin

Review

How should we normalize electromyograms obtained from healthy


participants? What we have learned from over 25 years of research
Adrian Burden
Department of Exercise and Sport Science, Manchester Metropolitan University, Cheshire, Crewe Green Road, Crewe, Cheshire CW1 5DU, United Kingdom

a r t i c l e i n f o a b s t r a c t

Article history: Electromyograms (EMGs) need to be normalized if comparisons are sought between trials when elec-
Received 2 December 2009 trodes are reapplied, as well as between different muscles and individuals. The methods used to normal-
Received in revised form 3 July 2010 ize EMGs recorded from healthy individuals have been appraised for more than a quarter of a century.
Accepted 5 July 2010
Eight methods were identified and reviewed based on criteria relating to their ability to facilitate the
comparison of EMGs. Such criteria included the magnitude and pattern of the normalized EMG, reliabil-
ity, and inter-individual variability. If the aim is to reduce inter-individual variability, then the peak or
Keywords:
Electromyography
mean EMG from the task under investigation should be used as the normalization reference value. How-
Comparison ever, the ability of such normalization methods to facilitate comparisons of EMGs is questionable. EMGs
Inter-individual variability from MVCs can be as reliable as those from submaximal contractions, and do not appear to be affected by
Reliability contraction mode or joint kinematics, particularly for the elbow flexors. Thus, the EMG from an isometric
Isometric MVC MVC is endorsed as a normalization reference value. Alternatively the EMG from a dynamic MVC can be
used, although it is recognized that neither method is guaranteed to be able to reveal how active a muscle
is in relation to its maximal activation capacity.
Ó 2010 Elsevier Ltd. All rights reserved.

Contents

1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1023
2. Overview of methods used to normalize EMGs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1028
3. Effect of normalization method on EMGs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1029
3.1. Magnitude and pattern of output. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1029
3.1.1. Isometric-arbMVC method under different conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1029
3.1.2. Isometric-specMVC method vs. Isometric-arbMVC method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1029
3.1.3. Isokinetic-specMVC method vs. Isometric-arbMVC method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1029
3.1.4. Dynamic-specMVC method vs. Isometric-arbMVC method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1030
3.2. Sensitivity of methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1030
3.3. Inter-individual variability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1030
3.4. Intra-individual variability (reliability) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1031
4. Discussion and conclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1031
5. Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1033
References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1033

1. Introduction square (RMS) procedure. If EMGs that are processed in this way,
as opposed to being processed in the frequency domain, are to be
If an electromyographer wishes to know how active a muscle is, compared between trials that require reapplication of electrodes,
or how long it is active for, the raw electromyogram (EMG) is often between muscles, or between individuals, they also need to be nor-
processed, for example, using a linear envelope or root mean malized (e.g. Cram and Kasman, 1998; De Luca, 1997; Knutson and
Soderberg, 1995; Kumar, 1996; Perry, 1992). This is done by divid-
ing the EMG from a specific task or event by the EMG from a
E-mail address: a.burden@mmu.ac.uk reference contraction of the same muscle. The reference EMG is

1050-6411/$ - see front matter Ó 2010 Elsevier Ltd. All rights reserved.
doi:10.1016/j.jelekin.2010.07.004
Table 1

1024
Studies comparing the output from methods of amplitude normalization of the electromyogram (EMG).

Author Comparison criteria Task Musclesa Method of EMG Methods of EMG normalizationc Statistical Findings
processingb techniquesd

Allison et al. (1993) Sensitivity; inter- Stretch-shorten BB RMS 100 ms Isometric-subMVC: Inter-individual Output of (a), (b), (e), (h) do not reflect
individual variability cycle elbow window (a) No mass, total EMG CV; ANOVA changes seen in un-normalized EMG due to
movements with EA (b) No mass, mean EMG change in velocity for concentric data. CV
and without 2.3 kg (c) No mass, peak EMG generally decreased by (d), (e), (f) and (j) for
and at 20 and (d) 2.3 kg, mean EMG concentric data, and increased by (g), (h)
40 cycles min 1 (e) 2.3 kg, peak EMG and (i) for concentric and eccentric data
(f) 2.3 kg, total EMG
Isometric-arbMVC:
(g) total EMG
(h) mean EMG
(i) peak EMG
(j) Meantask
(k) Peaktask

A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035


Allison et al. (1998) Sensitivity Abdominal RA, ALA RMS (a) Isometric-subMVC: Inter-individual Output of (b), (c) and (d) do not reflect
hollowing and Leg lift CV; ANOVA changes seen in un-normalized ALA EMG.
bracing Isometric-arbMVC: CV greater for (b), (c) and (d) than (a)
(b) Sit-up
(c) Cross sit-up
(d) Side-bend
Balogh et al. (1999) Inter-individual Repetitive paper UT RMS (a) Isometric-arbMVC: Inter-individual CV CV greater for (a) than (b)
variability laminating Upper arm abd. to 90°
(b) Isometric-subMVC:
Upper arm abd. to 90° holding 1 kg
Bao et al. (1995)e Magnitude of output Occupational task UT RMS 100 ms Isometric-arbMVC: t-Test Magnitude of output greater for (a) than (b).
window (a) Unilat. shoulder elev. No other comparisons provided
(b) Bilat. shoulder elev.
(c) Bilat. upper arm abd.
Isometric-subMVC:
(d) Elbow ext. hold. 1 kg
(e) Elbow 90° hold. 1 kg
Benoit et al. (2003) Sensitivity; inter- Gait, limb with and VL, VM, RF, ST, LE (fc = 6 Hz) (a) Isometric-arbMVC Inter-individual (a) and (c) better at detecting differences
individual variability without ACL injury BF, MG EA (b) MeanTask CV; t-tests between injured and non-injured limbs than
(c) PeakTask (b). All methods showed similar inter-
individual variability
Bolgla and Uhl (2007) Reliability: test–retest; Hip abduction Gmed RMS window (a) Isometric-arbMVC ICC; SEM; CV (a) More reliable that (b) and (c). (b) and (c)
inter-individual exercises (a) 500 ms (b) MeanTask Less inter-individual variability than (a)
variability (b), (c) 200 ms (c) PeakTask
Burden and Bartlett (1999) Magnitude of output; Isotonic elbow BB MAV 100 ms (a) MeanTask RMS difference Small difference in magnitude between (d)
inter-individual flexion and window with (b) PeakTask between (d) and and (c). CV greater for (a)–(d) than for un-
variability; sensitivity extension at 50, 10 ms overlap (c) Isometric-arbMVC (a), (b) and (c); normalized EMGs, and greater for (c) and (d)
100, 150 and 200 N (d) Isokinetic-specMVC ANOVA; inter- than for (a) and (b)
individual CV
Burden et al. (2003) Magnitude of output; Normal gait VL, VM, BF, ST RMS 50 ms window (a) MeanTask RMS, ABS and % Small difference in magnitude between (c)
reliability: test–retest; EA (b) PeakTask difference; intra- and (d). Stride to stride reliability
inter-individual (c) Isometric-arbMVC and inter- significantly worse for (d). Inter-individual
variability (d) Isokinetic-specMVC individual VR and variability lower for (a) and (b) than for (c)
CV and (d)
Chapman et al. (2010) Reliability: between- Cycling TA, TP, PL, LG, FWR (a) Isometric-arbMVC RMS difference and Output of (c) more reliable than that of (a)
day; inter-individual SO (b) Isometric-subMVC LSD; ANOVA and (b). Output of (c) has lower inter-
variability (c) PeakTask individual variability than (a) and (b)
Finucane et al. (1998) Reliability: between-day Submaximal RF, VL, VM RMS 11.75 ms (a) Isometric-arbMVC ICC and SEM Intra-tester and inter-tester reliability
isokinetic knee window similar between non-normalized EMG and
1
extension at 60° s (a). Concentric normalized EMGs more
reliable than eccentric
Hansson et al. (2000) Inter-individual Cleaning and office MT RMS 125 ms (a) Isometric-arbMVC: upper arm abd. to Combined inter- CV greater for (a) than (b)
variability work in a hospital window 90° task and inter-
(b) Isometric-subMVC: upper arm abd. to individual CV
90° holding 1 kg
Kashigawa et al. (1995) Reliability: test–retest Chewing gum AT, PT, M, DA LE (a) MeanTask CV; ICC; Friedman Intra- and inter-individual variability lower
and between-day; inter- (b) PeakTask test for (a) and (b) than for un-normalized EMGs,
individual variability with (a) similar to (b) for inter-individual
variability
Kellis and Baltzopoulos Magnitude of output Isokinetic knee BF, RF, VM, VL MAV 10 ms Antagonist EMG by agonist EMG: ANOVA Output of (b) significantly greater than that
(1996) extension and window (a) Isometric-arbMVC of (a) for concentric BF
flexion at 30, 90, (b) Isokinetic-specMVC
120 and 150° s 1
Knudson and Johnston (1993) Magnitude of output Sit-to-stand VM, SO, MG MAV 50 ms (a) Isometric-specMVC Mean RMS, max. Small difference between magnitude of (a)
movement window (b) Isometric-arbMVC: ankle and knee and average diff. and (b) could due related to variability of
joint = 90° and 140° between (a) and (b) EMGs from isometric MVCs

A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035


Knutson et al. (1994) Inter-individual Balance board MG FWR (a) Isometric-arbMVC Inter- and intra- ICC significantly greater, and VR lower, for
variability; reliability EA (b) PeakTask ind. CV; VR; ICC; (a) vs. (b) and (c). Intra- and inter-individual
(c) MeanTask Friedman test CV greater for (a) vs. (b) and (c)
Lehman (2002) Reliability: between-day Quiet standing ES LE (fc = 2.5 Hz) (a) Isometric-arbMVC ICC No difference in ICC between (a), (b) and (c),
Isometric-subMVC: although all methods improved reliability
(b) Peak EMG over non-normalized EMGs
(c) Mean EMG
Milerad et al. (1991) None Dentistry UT, IS, ECR RMS 100 ms (a) Isometric-arbMVC None comparing (b) ‘may be a more reliable way to express
window (b) Isometric-subMVC: arms abd., elbows normalization myoelectric activity on a group level. . .’ than
90°, holding 2 kg method (a)
Mirka (1991) Magnitude of output Isokinetic and RA, EO, ES, LD MAV 20 ms (a) Isometric-specMVC % error between (a) % error (mean = 15–50%) dependant on
isotonic trunk window with 2 ms (b) Isometric-arbMVC: vertical trunk and (b) muscle, and increased as trunk angle
flexions and step changed from vertical
extensions at 20%
and 40% max. and
at 0, 5°, 10°, 15°
and 20° s 1
Morris et al. (1998) Inter-electrode Isokinetic upper Three MAV 200 ms (a) Isometric-arbMVC Inter-electrode site CV greater for (a) than for (b) or (c)
variability? arm ext./int. electrode sites window (b) PeakTask CV
rotation, flex./ext., on IS, SC, SS (c) MeanTask
and abd./add. at
90° and 180° s 1
Nieminen et al. (1993)e Magnitude of output Solitaire test and UT, MT, SS, IS, RMS 50 ms window Isometric-arbMVC: Friedman two-way Significant difference in magnitude between
static hold of 4 kg AD, MD (a) All upper arm movements analysis of variance (a) and (b), for all muscles
weight (b) Upper arm flexion
Nishijima et al. (2010) Magnitude and shape of Normal gait TA, MG, SO, LE (fc = 3 Hz) (a) Isometric-arbMVC ABS; shape diff.; CV No qualitative shape difference in output
output; inter-individual VM, RF, BF, EA (b) Dynamic-subMVC and VR; t-test between (a) and (b). No significant
variability Gmed, Gmax difference in CV or VR between (a) and (b)
Rouffet and Hautier (2008) Magnitude of output; Cycling Gmax, VL, RF RMS 25 ms (a) Dynamic-specMVC: cycling with CV and VR; t-test; Significant difference in magnitude between
1
reliability: test–retest; BF, MG, SO window friction load of 0.05 and 0.075 kg kg B&A (a) and (b) in MG, Gmax and VL. Significant
inter-individual EA of body mass difference in reliability for BF, and in inter-
variability (b) Isometric-arbMVC individual variability in most muscles
Shiavi et al. (1986) Inter-individual Normal gait TA, G, RF, MH, LE (a) MeanTask Inter-individual CV CV lower for (a) than (b) during periods of
variability Gmed, LH EA (b) PeakTask muscle quiescence
Shiavi et al. (1987) Inter-individual Normal gait TA, G, SO, RF, LE (a) MeanTask Inter-individual CV and V/S similar for (a) and (b)
variability VL, MH, Gmed EA (b) PeakTask CV; V/S
Yang and Winter (1984) Inter-individual Normal gait RF, VL, BF, TA, LE (fc = 3 Hz) (a) Isometric-subMVC Inter-individual CV CV increased by (a) and (b) and reduced by
variability SO EA (b) EMG/joint moment (c) and (d) in relation to un-normalized EMG

(continued on next page)

1025
1026 A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035

generally processed in exactly the same way as the task EMG and is

Muscles: AD = anterior deltoid; ADD = adductors; ALA = antero-lateral abdominal muscles; AT = anterior temporal; BB = biceps brachii; BF = biceps femoris; DA = anterior digastric; ECR = extensor carpi radialis; ECU = extensor

subMVC = the peak EMG from a submaximal dynamic voluntary contraction; Isometric-arbMVC = arbitrary angle isometric maximal voluntary contraction; Isometric-specMVC = angle specific maximal isometric voluntary contraction;
oblique; IS = infraspinatus; LD = latissimus dorsi; LG = lateral gastrocnemius; LM = lumbar multifidus; LT = lower trapezius; M = masseter; MD = middle deltoid; MG = medial gastrocnemius; MT = middle trapezius; PD = posterior

Method of EMG processing: EA = ensemble average; FWR = full wave rectified; MAV = mean absolute value; LE = linear envelope (i.e. full wave rectifier followed by low pass filter); fc = filter cut off frequency; RMS = root mean

Statistical techniques: ABS = absolute; B&A = Bland and Altman (1986); CV = coefficient of variation; ICC = intraclass correlation coefficient; 95% CIs = 95% confidence intervals; LSD = least significant difference; RMS = root mean
carpi ulnaris; ED = extensor digitorum; EO = external oblique; ES = erector spinae; FCR = flexor carpi radialis; FCU = flexor carpi ulnaris; GA = gastrocnemius; Gmax = gluteus maximus; Gmed = gluteus medius; IO = internal

deltoid; PL = peroneous longus; PM = pectoralis major; PQ = pronator quadratus; PS = posterior temporal; PT = pronator teres; RA = rectus abdominis; RF = rectus femoris; SA = serratus anterior; SC = subscapularis; SO = soleus;

Method of EMG normalization: MeanTask = the mean EMG from the task under investigation; PeakTask = the mean EMG from the task under investigation; Isometric-subMVC = submaximal isometric voluntary contraction; Dynamic-
ICC greater for (b) than for (a). 95% CIs large
commonly known as the reference value, anchor or normalization
factor. Instead of being presented in lV or mV, the magnitude of
the EMG from the task is, therefore, expressed as a proportion or,
for (a), (b) and un-normalized EMG
more commonly, a percentage of the reference value (e.g. Clarys,
2000; Clarys and Cabri, 1993; Cram and Kasman, 1998; Perry,
1992).
Normalization of EMGs is necessary because of the many tech-
nical, anatomical and physiological factors that can influence EMG
magnitude (e.g. Cram and Kasman, 1998; Knutson and Soderberg,
1995; Kumar, 1996; Perry, 1992). De Luca (1997) provided the
Findings

most comprehensive review of these factors, and Lehman and


McGill (1999) provided a concise and compelling account of the
importance of normalizing EMGs, including the dangers of misin-
terpreting the signal if this process is not carried out. Additionally,
in healthy individuals, normalizing EMGs by using the EMG re-
Dynamic-specMVC = angle specific maximal dynamic voluntary contraction; Isokinetic-specMVC = angle and angular velocity specific maximal isokinetic voluntary contraction.
ICC; 95% CIs

corded from a maximal voluntary contraction (MVC) as the refer-


techniquesd
Statistical

ence value may allow the electromyographer to assess what


percentage of the maximal activation capacity of the muscle the
task EMG represents (e.g. Allison et al., 1993, 1998; Yang and Win-
ter, 1984).
(a) Using same muscle EMG from task 1
(b) Using different muscle EMG from

Despite electromyography being used by scientists for over two


SS = supraspinatus; ST = semitendinosus; TA = tibialis anterior; TP = tibialis posterior; UT = upper trapezius; VM = vastus medialis; VL = vastus lateralis.

hundred years, normalization is a relatively recent concept. To the


Methods of EMG normalizationc

author’s knowledge Eberhart et al. (1954) provided the first exam-


ple of normalized EMGs when they presented processed EMGs
from the quadriceps recorded during walking gait as a percentage
of the maximum muscle activity that occurred during the gait cy-
Isometric-arbMVC:

cle. Recent reviews (e.g. Burden, 2008; Clarys, 2000; Clarys and
tasks 1 and 2
(d) MeanTask
(c) PeakTask

Cabri, 1993; Cram and Kasman, 1998; De Luca, 1997; Kamen and
Gabriel, 2010; Knutson and Soderberg, 1995; Kumar, 1996; Perry,
1992; Robertson, 2004; Winter, 1996) include discussions of the
benefits and limitations of different normalization methods. How-
ever, these were subsections of more general reviews and, as a con-
These studies also compare other normalization methods which translate EMG amplitude into force or torque.
Method of EMG

sequence, did not contain the necessary detail to allow


LE (fc = 6 Hz)

electromyographers to make informed choices over which method


processingb

IEMG of LE

to use.
The Journal of Electromyography and Kinesiology’s (JEK) guide-
square; SEM = standard error of the measurement; VR = variance ratio; V/S = variation to signal ratio.
EA

lines for reporting research states that it is common to normalize


EMGs in relation to the value from an MVC, and that normalization
of the EMG from one contractile condition can occur using the EMG
Musclesa

from another condition. Similarly, the SENIAM project (Merletti


VM, VL

et al., 1999) stated that EMGs should be normalized by dividing


them by the EMG from a reference contraction, and used the
with/without ankle

MVC as an example of this. Both groups implied that the MVC is


usually isometric but also recognized that it could be dynamic.
Knee extension
isometric MVC

isometric MVC

Neither group, however, provided guidance as to when a dynamic


dorsiflexor

MVC should be used in preference to an isometric MVC, and vice


versa. SENIAM and the JEK also both advised electromyographers
Task

to report such information as the joint angle and/or muscle length


during the MVC, and the rate of rise of force; thus implying that
Reliability: test–retest?

these factors will influence the EMG.


Comparison criteria

Despite current endorsement from both the JEK and SENIAM,


use of the EMG from an MVC has often received criticism. One crit-
icism is that this method yields outputs that are in excess of unity
or 100% (Clarys, 2000; Clarys and Cabri, 1993) particularly during
rapid, forceful contractions (Perry, 1992) or muscle lengthening
(Winter, 1996). For example, Jobe et al. (1984) reported EMGs from
square; IEMG = integrated EMG.

the serratus anterior during the acceleration phase of the overarm


throw to be 226% of the EMG from a maximal manual muscle test.
The existence of normalized EMGs in excess of 100% indicates that
Zakaria et al. (1996)

using the EMG from an MVC to normalize task EMGs may not re-
Table 1 (continued)

veal the proportion of an individual’s muscle activation capacity


required to perform a specific task. Perry (1992) and Clarys
Author

(2000) stated that the other major limitation of using the EMG
from an MVC as the denominator in the normalization equation
a

e
c
b

concerns the poor reliability of EMGs that has been reported from
Table 2
Studies comparing the reference factor from methods of amplitude normalization of the electromyogram (EMG).

Authors Comparison criteria Musclesa Method of EMG Methods of EMG normalizationc Statistical techniquesd Findings
processingb

Allison et al. (1998) Reliability: test–retest RA, ALA RMS (a) Isometric-subMVC: ICC; SEM (a) resulted in lower ICCs and lower SEMs than (b), (c)
Leg lift or (d). Thus (a) showed poorer relative reliability, but
Isometric-arbMVC: better absolute reliability than (b), (c) or (d)
(b) Sit-up
(c) Cross sit-up
(d) Side-bend
Ball and Scurr (2010) Reliability: between-day MG, LG, SO RMS 20 ms window (a) Isometric-arbMVC Intra-individual CV; Magnitude from (d) and (e) greater than other
and week; magnitude (b) Isometric-subMVC ANOVA methods, particularly for LG. Only (d) produced
(c) Con. isokinetic MVC: 1.05, ’acceptable’ reliability for all muscles between days
1.31 and 1.83 rad s 1 and weeks. Other methods were muscle and condition
(d) Squat jump dependent, although (c) generally showed poorest
(e) Sprint reliability

A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035


Barr et al. (2001) Magnitude; reliability: BB, PT, FCR, FCR, RMS 40 ms window Isometric-arbMVC: ICC; ANOVA BB magnitude lower in (b) than in (a), and vice versa
between-week ECR, ED ECU, PQ (a) forearm pronated, wrist at 15° for ECR. Other muscles unaffected. Reliability was
ext./add. muscle dependent and ICCs ’poor to moderate’
(b) forearm and wrist in neutral
position
Burnett et al. (2007) Reliability: test–retest Neck muscles LE (fc = 4 Hz) (a) Isometric-arbMVC ICC; %SEM; %CV Reliability of (a) better than (b). Shown by ICC, %SEM
(b) Isometric-subMVC and %CV
Dankaerts et al. (2004) Reliability: within and RA, EO, IO, ES, LM LE (a) Isometric-arbMVC ICC; %SEM (a) and (b) showed ’excellent’ within-day reliability in
between-day (b) Isometric-subMVC both ICC and %SEM. Between-day reliability was ’good’
for (b) but ’poorer’ for (a), particularly in %SEM
Ekstrom et al. (2005) Magnitude; reliability: SA, LT, MT, UT RMS 20 ms window Nine variations of Isometric- ICC; ANOVA Large inter-individual variability in which variation of
test–retest arbMVC isometric MVC resulted in the greatest EMG
magnitude
Hsu et al. (2006) Magnitude; reliability: TA, LG, MG, SO, RF, LE (fc = 10 Hz) Isometric-arbMVC: ANOVA; B&A; t-test; ICC Apart from SO, no difference in EMG magnitude
within day VM, VL, BF, ST IEMG (a) Traditional between (a) and (b). ICCs showed ’poor’ reliability
(b) Alternate flex./ext. at 0.66 Hz
Hunter et al. (2002) Magnitude; inter- RF LE (fc = 5 Hz) Isometric-arbMVC: ANOVA; CV Magnitude greater for (a) than for (b), (c) and (d).
individual variability IEMG? (a) Using isokinetic dynamometer Inter-individual variability lower for (d) than for (a),
(b) Using cycle with knee angle of (b), (c) and (d)
60°
(c) Using cycle with knee angle of
108°
(d) Dynamic MVC
Kelly et al. (1996) Magnitude; reliability: IS, SC, SS, PM, LD, IEMG 27 variations of Isometric-arbMVC ANOVA; reliability Four variations identified that provided greatest
test-retest AD, MD, PD coefficient magnitude and reliability for all eight muscles
Netto and Burnett Reliability: within and Neck muscles LE (fc = 5 Hz) Isometric-arbMVC: ICC; %SEM Reliability of (a), (b) and (c) better than (d) and (e),
(2006) between-day (a) Using isokinetic dynamometer shown by both ICC and %SEM. Reliability of (d) and (e)
(b) Using cable dynamometer particularly poor between days
(c) Manual resistance
Isometric-subMVC:
(d) Isokinetic dyn.
(e) Cable dyn.
Ng et al. (2002) Magnitude; reliability: RA, EO, IO, LD, ES, RMS Isometric-arbMVC in flex., ext., lat. ANOVA; ICC For LD and ES, maximum magnitude was found in two
between-day LM flex. and rot. directions, and in one direction for other muscles.
Good to excellent reliability shown in all muscles
Norcross et al. (2010) Reliability: test–retest; Gmax, Gmed, RF, RMS 3 s window (a) Isometric-subMVC: ICC; SEM; intra- and (b) Demonstrated ’good-to-excellent’ and better
inter-individual VL, ADD, BF Single leg stance inter-individual CV reliability than (a) based on ICCs. Intra-individual CVs
variability (b) Isometric-arbMVC higher for (a) than (b), and muscle dependent for
inter-individual CVs

1027
(continued on next page)
1028 A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035

oblique; IS = infraspinatus; LD = latissimus dorsi; LG = lateral gastrocnemius; LM = lumbar multifidus; LT = lower trapezius; M = masseter; MD = middle deltoid; MG = medial gastrocnemius; MT = middle trapezius; PD = posterior

Method of EMG processing: EA = ensemble average; FWR = full wave rectified; MAV = mean absolute value; LE = linear envelope (i.e. full wave rectifier followed by low pass filter); fc = filter cut off frequency; RMS = root mean

Statistical techniques: ABS = absolute; B&A=Bland and Altman (1986); CV = coefficient of variation; ICC = intraclass correlation coefficient; 95% CIs = 95% confidence intervals; LSD = least significant difference; RMS = root mean
carpi ulnaris; ED = extensor digitorum; EO = external oblique; ES = erector spinae; FCR = flexor carpi radialis; FCU = flexor carpi ulnaris; GA = gastrocnemius; Gmax = gluteus maximus; Gmed = gluteus medius; IO = internal

Method of EMG normalization: MeanTask = the mean EMG from the task under investigation; PeakTask = the mean EMG from the task under investigation; Isometric-subMVC = submaximal isometric voluntary contraction; Dynamic-
subMVC = the peak EMG from a submaximal dynamic voluntary contraction; Isometric-arbMVC = arbitrary angle isometric maximal voluntary contraction; Isometric-specMVC = angle specific maximal isometric voluntary contraction;
Muscles: AD = anterior deltoid; ADD = adductors; ALA = antero-lateral abdominal muscles; AT = anterior temporal; BB = biceps brachii; BF = biceps femoris; DA = anterior digastric; ECR = extensor carpi radialis; ECU = extensor

deltoid; PL = peroneous longus; PM = pectoralis major; PQ = pronator quadratus; PS = posterior temporal; PT = pronator teres; RA = rectus abdominis; RF = rectus femoris; SA = serratus anterior; SC = subscapularis; SO = soleus;
such contractions (e.g. Yang and Winter, 1983). Superior reliability

Large inter-individual variability in which variation of


of EMGs from submaximal isometric contractions (e.g. Yang and

(a) resulted in lower ICCs than (b) or (c). Within-day


CVs similar for all three methods. Between-day CVs
Winter, 1983) has resulted in EMGs from such contractions being
isometric MVC resulted in the greatest EMG used as reference values in the normalization equation (e.g. Yang
and Winter, 1984). Moreover, De Luca (1997) advocated the use
of EMGs from contractions that are less than 80% of MVC in order
progressively larger for (c), (b) and (a)
to provide a more stable reference value.
Based on the above limitations, Clarys (2000) suggested that
EMGs from MVCs should not be used to normalize EMGs from dy-
namic contractions. Perry (1992) reached the more general conclu-
sion that, at present, there is no single best normalization method.
In recent years the continued publication of articles that aim to
ascertain the most appropriate normalization method (e.g. Bolgla
magnitude

and Uhl, 2007; Chapman et al., 2010; Nishijima et al., 2010; Rouffet
Findings

and Hautier, 2008) indicates that consensus has still not been
reached.
Dynamic-specMVC = angle specific maximal dynamic voluntary contraction; Isokinetic-specMVC = angle and angular velocity specific maximal isokinetic voluntary contraction. The first aim of this paper is to evaluate methods that have been
used to normalize EMGs recorded from healthy participants, i.e.,
Statistical techniquesd

those that are able to generate MVCs that are close to their possible
maximal activation level. This will be done by reviewing the find-
ings of all, to the author’s knowledge, published research that has
compared the output from such normalization methods or the
ICC; CV
ANOVA

SS = supraspinatus; ST = semitendinosus; TA = tibialis anterior; TP = tibialis posterior; UT = upper trapezius; VM = vastus medialis; VL = vastus lateralis.

denominators of the methods. It should be noted that such re-


search (see Tables 1 and 2) has generally been limited to tasks that
involve non-isometric contractions and that do not fatigue the
muscle over long periods. Comparisons will be based on criteria
Methods of EMG normalizationc

Eleven variations of Isometric-

that have been traditionally been used by electromyographers


when deciding on which method to use and, as such, the same cri-
teria that have been used by previous studies that have compared
(a) Isometric-arbMVC

methods (see Tables 1 and 2). These include the magnitude and
Isometric-subMVC:

pattern of the output of the methods, which relates to how effec-


(b) 50% of (a)
(c) 30% of (a)

tive they are in comparing EMGs, the sensitivity of the methods,


and their effect on both the intra- and inter-individual variability
arbMVC

of EMGs. Based on the findings of this appraisal, the second aim


is to provide a series of recommendations for electromyographers
on when and why particular methods should be used, including
the benefits and limitations of each.
square; SEM = standard error of the measurement; VR = variance ratio; V/S = variation to signal ratio.
Method of EMG

LE (fc = 6 Hz)

2. Overview of methods used to normalize EMGs


processingb

Since Yang and Winter’s comparison of normalization methods


LE

in 1984 twenty-five further studies have compared the outputs


from different methods that have been used to normalize EMGs.
These studies, summarised in Table 1, compared EMGs normalized
RA, EO, IO, LD, ES

from more than 25 muscles or muscle groups employed in a wide


variety of tasks ranging from walking to dentistry. In addition,
Musclesa

other studies, summarised in Table 2, have compared the reference


value, or denominator, of the normalization equation from differ-
TB

ent methods, but without applying this to EMGs recorded from a


separate task. Despite the diverse terminology used to describe
Reliability: within and

the normalization methods, essentially eight fundamentally differ-


Comparison criteria

ent ones have been compared with no study providing a complete


comparison of them all. Subtle variations in the same method be-
between-day
Magnitude

tween studies are mainly due to vicissitudes in EMG processing,


orientation of body segments and/or level of submaximal contrac-
tion, as detailed in Table 1. The following list labels and describes
square; IEMG = integrated EMG.

these methods by the nature of the EMG that forms the denomina-
tor of the associated normalization equation. The numerator of the
equation is always the EMG from the task under investigation, and
Vera-Garcia et al.

the numerator and denominator are usually from the same muscle
Yang and Winter
Table 2 (continued)

and processed in an identical manner. All of the denominators


listed below yield an output that is the ratio of the task EMG to
(1983)
(2010)
Authors

the EMG used as the denominator in the normalization equation,


usually expressed as a percentage, as previously outlined in
c
b
a

Section 1.
A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035 1029

MeanTask: The mean EMG from the task under investigation, usually method to be greater than those normalized by the Isometric-
obtained from an ensemble average rather than a single trial. arbMVC method. Allison et al. (1993) also showed that the output
PeakTask: The peak EMG from the task under investigation, usually from Isometric-subMVC methods differed depending on the size of
obtained from an ensemble average rather than a single trial. the load that each variation of this method used to elicit the refer-
Submaximal isometric voluntary contraction (Isometric-subMVC): ence contraction.
The peak EMG from a submaximal isometric voluntary contraction.
Submaximal dynamic voluntary contraction (Dynamic-subMVC): 3.1.1. Isometric-arbMVC method under different conditions
The peak EMG from a submaximal non-isometric voluntary Differences in the output of the Isometric-arbMVC method have
contraction. also been reported for variations in the nature of the denominator.
Arbitrary angle isometric maximal voluntary contraction (Isomet- Bao et al. (1995) showed that use of a unilateral isometric MVC as
ric-arbMVC): The peak EMG from a maximal isometric voluntary the normalization reference value gave a slightly higher output
contraction, usually obtained from an arbitrary mid-range joint than a bilateral isometric MVC. A significantly lower output was
angle. found by Nieminen et al. (1993) when an isometric MVC recorded
Angle specific maximal isometric voluntary contraction (Isometric- in mid-flexion was used in the normalization equation in compar-
specMVC): The peak EMG from a maximal isometric voluntary con- ison to the maximum value from a series of isometric MVCs elic-
traction with the same muscle action, and joint angle or muscle ited with the arm in other positions. Similarly, Allison et al.
length as the task EMG. (1998) also showed significant differences between the outputs
Angle specific maximal dynamic voluntary contraction (Dynamic- of abdominal muscles after being normalized by EMGs recorded
specMVC): The peak EMG from a maximal non-isometric voluntary from two maximal sit-ups and a maximal side-bend.
contraction with the same muscle action, and joint angle or muscle Other research has also reported differences in reference values
length as the task EMG. for the Isometric-arbMVC method under different conditions. Ek-
Angle and angular velocity specific maximal isokinetic voluntary strom et al. (2005), Kelly et al. (1996), Ng et al. (2002) and Vera-
contraction (Isokinetic-specMVC): The peak EMG from a maximal Garcia et al. (2010) all recommended using more than one test to
isokinetic voluntary contraction with the same muscle action, joint facilitate finding the optimal reference value in some or all of the
angle or muscle length, and angular velocity or rate of change of muscles that they tested. In partial support of their recommenda-
muscle length as the task EMG. tions, Barr et al. (2001) and Hsu et al. (2006) discovered that mus-
cle activation from only two of eight and one of nine muscles
These methods all provide an output that relates the task EMG respectively was significantly influenced by variations in the tech-
to the EMG obtained during a particular standardised event and, as nique of performing isometric MVCs.
such, were termed as bioelectric normalizations by Mathiassen
et al. (1995). An alternative manner of normalization involves 3.1.2. Isometric-specMVC method vs. Isometric-arbMVC method
translating the EMG that forms the denominator of the equation Many of the studies summarised in Table 1 used the EMG from
in the Isometric-subMVC or Isometric-arbMVC methods into a force an isometric contraction (i.e., the Isometric-subMVC and/or Isometric-
or torque variable (e.g. Marras and Davis, 2001; Marras et al., arbMVC method) to normalize the signal from a dynamic movement.
2001; Mathiassen et al., 1995). One purpose of such biomechanical Mirka (1991) claimed that this was inappropriate, as it did not ac-
normalization methods is to generate an estimate of the physical count for the movement of the muscle beneath the electrodes that
load on the muscle under investigation. A comprehensive review inevitably occurs during dynamic movements. To test this hypoth-
of studies in which this was the aim was previously been provided esis Mirka (1991) and Knudson and Johnston (1993) compared the
by Mathiassen et al. (1995). Moreover, because of the different output of the Isometric-specMVC method with that of the Isometric-
aims of bioelectric and biomechanical normalization methods, the arbMVC method. Mirka (1991) calculated very large percent differ-
latter are beyond the scope of this review. However, some studies ences (maximum = 703%) between the two methods, especially
that appear in Table 1 (e.g. Bao et al., 1995) do include biomechan- when the abdominal muscles were acting as antagonists, due
ical normalization methods in addition to comparisons between mainly to the relatively low magnitude signal that they exhibit
bioelectric methods. when performing this role. Large differences (maximum = 99%)
that also existed when the muscles acted as agonists led Mirka
(1991) to conclude that normalizing EMGs using the Isometric-
3. Effect of normalization method on EMGs arbMVC method, as opposed to the Isometric-specMVC method, re-
sulted in large ‘errors’. Mirka’s initial hypothesis that such ‘errors’
3.1. Magnitude and pattern of output were due to the motion of the skin in relation to the underlying
muscle was supported by a general increase in the difference be-
As previously stated, the normalization methods considered tween the methods as the trunk angle moved away from the up-
here yield an output that is simply the ratio of the task EMG to right position that was used in the Isometric-arbMVC method.
the EMG used as the denominator in the normalization equation. However, doubt was cast upon the strength of this claim by Knud-
Thus, depending on the nature of the denominator, outputs from son and Johnston (1993) who found much smaller differences
different normalization methods can differ in magnitude and pat- (maximum = 34%) between the two methods, albeit in different
tern. Numerous studies (Allison et al., 1993; Benoit et al., 2003; muscle groups. In contrast to Mirka, Knudson and Johnston attrib-
Burden and Bartlett, 1999; Burden et al., 2003; Kashigawa et al., uted the relatively minor differences between the output of the
1995; Knutson et al., 1994; Morris et al., 1998; Shiavi et al., two methods to the poor reliability of EMGs from isometric MVCs,
1986, 1987) have shown the greater magnitude of output from rather than any actual angle dependent changes in maximal EMG.
the MeanTask method in comparison to the PeakTask method that oc-
curs by virtue of the smaller denominator used in the normaliza- 3.1.3. Isokinetic-specMVC method vs. Isometric-arbMVC method
tion equation. In addition, Allison et al. (1993, 1998), Balogh Burden and Bartlett (1999), Burden et al. (2003), and Kellis and
et al. (1999), Hansson et al. (2000) and Milerad et al. (1991) all re- Baltzopoulos (1996) further investigated Mirka’s (1991) claim that
ported the output of the Isometric-subMVC method to be greater the Isometric-arbMVC method is inappropriate for dynamic activities
than the output of the Isometric-arbMVC method. Similarly, Nishij- by comparing it to the more composite Isokinetic-specMVC method.
ima et al. (2010) reported EMGs normalized by the Dynamic-subMVC Kellis and Baltzopoulos (1996) discovered that the output from this
1030 A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035

method was significantly greater than from the Isometric-arbMVC elbow (Burden and Bartlett, 1999) were also found between the
method for each isokinetic speed used and at each 10° interval outputs of the Mean and PeakTask methods (Allison et al., 1993),
throughout the range of motion. Maximal differences of 127% the Isometric-subMVC method (Allison et al., 1993) and the Isomet-
and 83%, in concentric and eccentric contractions, respectively, ric-arbMVC method (Burden and Bartlett, 1999). However, Allison
indicate that EMGs recorded from isometric MVCs were, in some et al. (1993) and Burden and Bartlett (1999) disagreed over
cases, twice the magnitude of the signal recorded from isokinetic whether the Mean and PeakTask methods were sensitive enough
MVCs. This, as well as the difference in the pattern of the output to detect changes in load during elbow movements. Burden and
between the two methods, led the authors to support Mirka Bartlett (1999) stated that neither of these methods would be ex-
(1991) in condemning use of the Isometric-arbMVC method. The pected to reflect changes in muscle activation levels between tasks
Isokinetic-specMVC method used by Kellis and Baltzopoulos (1996) by virtue of the nature of the denominator used in their normaliza-
produced antagonistic EMGs that were greater at the initial and fi- tion equations. In partial agreement, Benoit et al. (2003) reported
nal phases of the range of motion, in comparison to the relatively that the Isometric-arbMVC method was superior to the MeanTask
uniform output from the Isometric-arbMVC method. This difference and, particularly, the PeakTask method at distinguishing differences
in output pattern was due to the ascending–descending pattern in muscle activity between limbs. Furthermore, Allison et al.
of the agonist EMG that was used as the denominator in the Isoki- (1998) reported that only the Isometric-subMVC method was able
netic-specMVC method (Kellis and Baltzopoulos, 1996). Compared to to detect the same significant differences in the antero-lateral
the Isokinetic-specMVC method, the pattern of output from the Iso- abdominal muscles that were apparent in the non-normalized
metric-arbMVC method will reflect that of the un-normalized EMG EMGs between trunk hollowing and bracing. They also discovered
by virtue of the single value that it uses to normalize the numerous that both the Isometric-subMVC and Isometric-arbMVC methods re-
values that may be recorded from the task. flected the lack of difference in the rectus abdominis between hol-
In contrast, Burden and Bartlett (1999) and Burden et al. (2003) lowing and bracing that was seen in the un-normalized EMGs.
discovered only minor differences between the two normalization
methods for the biceps brachii and knee flexors and extensors, 3.3. Inter-individual variability
respectively. This was as a consequence, as shown by the authors,
of the mode of exercise, joint angle/length of the musculotendious Yang and Winter (1984) were the first authors to discover that
unit, and joint angular velocity/rate of change of length of unit hav- both the MeanTask and PeakTask methods reduced inter-individual
ing no significant influence on the EMGs recorded from the maxi- variability, in relation to the un-normalized EMGs. The authors
mal voluntary exersions that formed the denominator of the attributed this to difficulties in stabilisation of limbs and doubts
Isokinetic-specMVC method. over whether EMGs from maximal isometric contractions were in-
deed a true reflection of the maximal muscle activity. Burden et al.
3.1.4. Dynamic-specMVC method vs. Isometric-arbMVC method (2003) and Shiavi et al. (1986, 1987) later confirmed Yang and
Only Rouffet and Hautier (2008) have compared the magnitude Winter’s findings that the MeanTask method resulted in slightly
of EMGs normalized by the Dynamic-specMVC and Isometric-arbMVC lower inter-individual variability than the PeakTask method, for
methods. Other authors (Ball and Scurr, 2010; Hunter et al., most muscles analysed during the gait cycle.
2002) compared the magnitude of the denominators of methods Other authors (Allison et al., 1993; Bolgla and Uhl, 2007; Burden
similar to that of the Dynamic-specMVC method, but without subse- and Bartlett, 1999; Kashigawa et al., 1995; Knutson et al., 1994)
quently using them to normalize EMGs from a particular task. investigated the effect of the MeanTask and PeakTask methods on in-
Hunter et al. (2002) found that isometric MVCs performed on an ter-individual variability in a host of other activities. Most groups
isokinetic dynamometer produced EMGs of far greater magnitude (Allison et al., 1993; Bolgla and Uhl, 2007; Burden and Bartlett,
than dynamic MVCs performed on a cycle ergometer. However, 1999; Knutson et al., 1994) reconfirmed that the MeanTask method
their findings should be viewed with caution as their processed generally showed lower inter-individual variability than the Peak-
EMGs were reported to be between 6 and 402 mV, the upper end Task method. The MeanTask method was also shown by Allison et al.
of the range being far greater than would be possible. By contrast, (1993), Burden and Bartlett (1999) and Kashigawa et al. (1995) to
Ball and Scurr (2010) reported EMGs from the triceps surae to be reduce variability in relation to the un-normalized EMGs. However,
greater during squat jumping and sprinting than from fast isoki- this was only shown by Allison et al. (1993) in the concentric phase
netic MVCs. Rouffet and Hautier (2008) reported small, but signif- of the stretch-shorten cycle and, in contrast to other authors (Bur-
icantly different values between the denominators of both den and Bartlett, 1999; Burden et al., 2003; Kashigawa et al., 1995;
normalization methods for three of the six muscles analysed, with Yang and Winter, 1984), not at all in the EMGs normalized by the
the Dynamic-specMVC method having larger reference values than PeakTask method. These studies show that the MeanTask and, to a les-
the Isometric-arbMVC. Despite contrasting findings for the biceps ser degree, the PeakTask methods tend to produce a normal EMG
femoris and the medial gastrocnemius, the authors’ advocated template for a particular task.
use of the Dynamic-specMVC method over the Isometric-arbMVC Allison et al. (1993), Bolgla and Uhl (2007), Burden and Bartlett
method when normalizing EMGs from dynamic activities. How- (1999), Burden et al. (2003), Chapman et al. (2010) and Knutson
ever, like Hunter et al. (2002), Rouffet and Hautier’s findings should et al. (1994) also demonstrated that inter-individual variability
be viewed with caution as they presented processed EMGs of be- was generally much greater in EMGs that had been normalized
tween 45 and 104 mV. by the Isometric-arbMVC method in contrast to the MeanTask and/or
PeakTask methods. The findings of Burden et al. and Knutson et al.
3.2. Sensitivity of methods were of added importance as they dispelled Yang and Winter’s
(1984) earlier concern that use of the peak EMG from a single trial
Sensitivity refers to whether a normalization method is able to as the denominator, rather than from an ensemble average, would
reflect changes seen in the un-normalized EMG between different add to the variability caused by the PeakTask method. Allison et al.
tasks (Allison et al., 1993, 1998; Burden and Bartlett, 1999), (1993) further reported high variability from the Isometric-arbMVC
although Chapman et al. (2010) used inter-individual variability method in relation to the un-normalized EMG, which had previ-
to assess it. Statistically significant differences in un-normalized ously been predicted by Yang and Winter based on their earlier
EMGs between different loads experienced in stretch-shorten cycle work (Yang and Winter, 1983), in which they calculated the reli-
movements (Allison et al., 1993) and isotonic movements of the ability of EMGs from isometric MVCs. In contrast, subsequent stud-
A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035 1031

ies by Burden and colleagues (Burden and Bartlett, 1999; Burden ference (LSD) and/or the standard error of the measurement (SEM)
et al., 2003) demonstrated that alongside other normalization to assess reliability. In contrast to when using these statistics, use
methods which they investigated, the Isometric-arbMVC reduced of the CV revealed better (Knutson et al., 1994) and similar (Bolgla
variability in relation to un-normalized EMGs. The same authors and Uhl, 2007) reliability for the PeakTask and MeanTask methods
also found minor differences between the Isometric-arbMVC and when compared to the Isometric-arbMVC method. However, as pre-
Isokinetic-specMVC methods. Additionally, although significant dif- viously stated, use of the CV to compare normalization methods is
ferences were found between the Isometric-arbMVC and Dynamic- only appropriate when their outputs are of a similar magnitude.
specMVC methods by Rouffet and Hautier (2008), the direction of Other authors have also compared the reliability of different
the difference was muscle dependent. modes of contraction, specifically to assess their potential as
Two Isometric-subMVC methods, each employing a different load denominators in normalization methods. Contrary to the earlier
(zero mass and 2.3 kg), were also included in Allison et al.’s (1993) findings of Yang and Winter (1983), excellent test–retest or with-
evaluation of normalization methods. Both methods generally re- in-day reliability of EMGs from both isometric MVCs and submax-
sulted in greater inter-individual variability than the MeanTask imal voluntary contractions has been reported for abdominal
and PeakTask methods, in agreement with Yang and Winter muscles (Allison et al., 1998) abdominal and paraspinal muscles
(1984), and lower variability than the Isometric-arbMVC method; (Dankaerts et al., 2004), neck muscles (Burnett et al., 2007; Netto
especially for the concentric phase of the stretch-shorten cycle. and Burnett, 2006), and lower limb muscles (Norcross et al.,
Balogh et al. (1999) and Hansson et al. (2000) also reported lower 2010) using both the ICC and SEM. Furthermore, Burnett et al.
variability from an Isometric-subMVC method than from the Isomet- (2007), Netto and Burnett (2006) and Norcross et al. (2010) found
ric-arbMVC method. Allison et al. (1998) further supported this lat- reliability to generally be better for isometric MVCs than for sub-
ter finding, although Norcross et al. (2010) reported variability maximal isometric contractions. However, in comparison to the
generally to be greater for the denominator of the Isometric-subMVC findings of Netto and Burnett (2006), Dankaerts et al. (2004) fur-
method than for that of the Isometric-arbMVC method. Finally, ther reported between-day reliability to be improved for submax-
Nishijima et al. (2010) reported minor differences in the variability imal contractions over isometric MVCs.
of EMGs normalized by the Isometric-arbMVC and the Dynamic- Furthermore, Fernández-Pena et al. (2009) discovered excellent
subMVC methods. reliability of EMGs from consecutive trials of maximal cycling, and
Some of the above authors (Allison et al., 1993; Hansson et al., Ball and Scurr (2010) discovered that the reliability of EMGs was
2000; Kashigawa et al., 1995; Norcross et al., 2010; Shiavi et al., best for squat jumps and sprints. In agreement with Rouffet and
1986; Yang and Winter, 1984) used only the coefficient of variation Hautier (2008), both groups therefore proposed that EMGs from
(CV) to investigate inter-individual variability. When used in this dynamic maximal exercises should be the preferred normalization
situation, the CV is essentially the ratio between the standard devi- denominator.
ation and the mean of the output of the normalization method. As
noted at the start of this section, the magnitude of the output from
different normalization methods can vary considerably, which has 4. Discussion and conclusions
the potential to either elevate or reduce the CV. Thus, as noted by
Burden et al. (2003), use of the CV should be viewed with caution Of the 26 studies that have compared the output of EMG nor-
when used to compare the outputs of different normalization malization methods the majority (fifteen) have assessed methods
methods. The variance ratio that was devised by Hershler and Mil- on how well they reduce inter-individual variability, eight have
ner (1978) and used by Burden et al. (2003), Knutson et al. (1994) compared reliability of output, nine more the magnitude and/or
and Nishijima et al. (2010) does not suffer from the same limita- pattern of output, four the sensitivity of the methods and a further
tions as the CV and thus can be used to compare the variability three had other or no clear criteria for comparison. Eight different
of parameters that have different means. Encouragingly, Burden normalization methods were identified in total, although there
et al. (2003) and Nishijima et al. (2010) reported that use of the were variations of the same method, with no study comparing
VR resulted in similar comparisons to those made using the CV. more than four general methods.
The process of making recommendations on the use of normal-
3.4. Intra-individual variability (reliability) ization methods by reviewing studies that have similar aims and
that have compared the same methods is complicated by method-
It has been shown that normalization improves the test–retest ological variations between them, some of which are identified in
(Kashigawa et al., 1995) and between-day (Kashigawa et al., Tables 1 and 2. Differences in participant numbers affect the power
1995; Lehman, 2002) reliability of un-normalized EMGs. In addi- of statistical tests that are used to describe differences between
tion, Finucane et al. (1998) showed that between-day reliability outputs of methods. The way in which EMGs are processed will
was improved over that of un-normalized EMGs for concentric influence the magnitude and pattern of raw EMGs and, subse-
but not eccentric isokinetic submaximal knee extensions when quently, the normalization output. Not surprisingly, McLean et al.
using the Isometric-arbMVC method. The same method has generally (2003) discovered that the magnitude of processed EMGs from iso-
also shown improved reliability over the Dynamic-specMVC (Rouffet metric MVCs of the upper trapezius decreased as the window
and Hautier, 2008), Isokinetic-specMVC (Burden et al., 2003) and length used to calculate the RMS EMG was increased. As outlined
PeakTask and MeanTask methods (Bolgla and Uhl, 2007; Knutson earlier, the statistical test chosen to assess the reliability and/or in-
et al., 1994), but not the Isometric-subMVC method (Lehman, ter-individual variability of normalized and un-normalized EMGs
2002). In contrast, Chapman et al. (2010) reported improved reli- will also influence comparisons, as will the duration between re-
ability when using the PeakTask method over the Isometric-arbMVC peated tests. Nevertheless, previous research that has compared
and the Isometric-subMVC methods. However, the majority of re- similar methods has displayed general themes upon which the fol-
search indicates that normalization methods that reduce inter- lowing observations and recommendations are made.
individual variability (e.g. the MeanTask or PeakTask methods) result Research (Allison et al., 1993; Bolgla and Uhl, 2007; Burden and
in poor reliability, and vice versa, as initially observed by Knutson Bartlett, 1999; Kashigawa et al., 1995; Knutson et al., 1994) is
et al. (1994). unequivocal in its agreement with Yang and Winter (1984) that
The above authors used the intraclass correlation coefficient the PeakTask or, preferably, the MeanTask method should be used if
(ICC), VR, root mean square (RMS) difference, least significant dif- the aim of normalization is to maximise the reduction of EMG
1032 A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035

variability between participants. Yang and Winter (1984) viewed inform the electromyographer of how active the muscle is during
this as a desirable effect as it improves the sensitivity of surface the task in relation to its maximal potential activity.
electromyography as a diagnostic gait analysis tool. Use of these Should EMGs from MVCs be used to normalize task EMGs,
normalization methods would, therefore, also increase the effect uncertainly still exists as to whether the MVCs need to be per-
size and hence the power of statistical comparisons between formed with the same contraction mode and muscle or joint kine-
groups in relation to the un-normalized EMG or output from other matics that occur during the task (Burden and Bartlett, 1999;
methods. In doing so, electromyographers need to be aware that Burden et al., 2003). The majority of research that has compared
these methods remove the true biological variation within a group EMGs from isometric MVCs performed at different joint angles
and therefore improve its homogeneity (Allison et al., 1993; (Kasprisin and Grabiner, 1998; Leedham and Dowling, 1995) has
Knutson et al., 1994). Contrary to the thoughts of Yang and Winter reported that angle has little effect on maximal EMG. Thus, con-
(1984), this may not be a desired consequence for all electromyo- trary to the conclusions made by Mirka (1991), more recent re-
graphical research. However, all other normalization methods fea- search suggests that the Isometric-specMVC method will produce a
tured in this review also reduce inter-individual variability in similar output to the Isometric-arbMVC method.
relation to the un-normalized EMGs; albeit to a lesser extent than Greater debate exists in the literature as to the effect of contrac-
the MeanTask and PeakTask methods. Thus, at present, improved tion mode and muscle/joint kinematics on muscle activity during
group homogeneity is a consequence of normalization, whether maximal isokinetic contractions. In agreement with the findings
it is desired or not. As a consequence of improved homogeneity, of Burden and Bartlett (1999) the maximal EMG-angle and EMG-
normalized EMGs should be able to detect changes in task to the angular velocity relationships have generally been shown to be
same or greater extent that un-normalized EMGs, as predicted by uniform across joint angle and angular velocities for the biceps bra-
Yang and Winter (1984). Whilst generally research has shown this chii (Komi, 1973, 1974; Komi and Buskirk, 1972; Okada and Saitou,
to be the case (e.g. Allison et al., 1993, 1998), more work is needed 1998; Smith et al., 1998). However, both uniform and non-uniform
to determine which methods offer the greatest sensitivity. relationships have been reported for the quadriceps (Amiridis
A fundamental question arises that does not appear to have et al., 1996; Bobbert and Harlaar, 1992; Cramer et al., 2000,
been debated in the literature, which is whether the MeanTask 2002; Ghori et al., 1995; Rothstein et al., 1983; Seger and Thor-
and PeakTask methods can be used to compare EMGs from different stensson, 1994; Westing et al., 1991). This makes the contrasting
trials, muscles or individuals. Unlike the other normalization recommendations made by Kellis and Baltzopoulos (1996) and
methods reviewed, the denominator of these two methods is ob- Burden et al. (2003) difficult to evaluate, and prompts the need
tained during the task under investigation. Should the task EMG al- for more research into this area. The numerous amount of isokinet-
ter, for example, between trials or days due to modifications in ic MVCs that need to be performed to enable normalization by the
technique between occurrences of the task, then this would be re- Isokinetic-specMVC method can be both time consuming and ardu-
flected in the denominator (i.e., the peak or mean EMG) as well as ous. Thus, until it has been proven that mode of contraction and
the numerator. Moreover, the contribution of one muscle to the muscle/joint kinematics affect EMG-angle and angular velocity
task could be relatively consistent between trials or days, whereas relationships, use of the Isokinetic-specMVC method in preference
the contribution of another muscle could be very different. The re- to the Isometric-arbMVC method is not justified.
sult being that the PeakTask and MeanTask methods may not be able The only study that has compared the Isometric-arbMVC and
to detect alterations in the magnitude or patterning of EMGs be- Dynamic-specMVC methods (Rouffet and Hautier, 2008) found sta-
tween trials, muscles or individuals. Whereas the EMG from a sep- tistically significant, although small, differences between the
arate, standardised contraction of individual muscles or muscle magnitude of the outputs of the two methods, with no consis-
groups, as used in other normalization methods, would also suffer tency in the direction of the disparity between muscles. Simi-
from trial to trial and day to day variability, this limitation should larly, research that has compared EMGs from maximal
not exist for such contractions as the same technique would be isometric and dynamic contractions (Ball and Scurr, 2010; Hun-
encouraged to be adhered to on different occasions. Thus, arguably, ter et al., 2002) has not agreed on which form of contraction re-
the MeanTask and PeakTask methods should not be used to compare sults in the greatest muscle activity. Neither method suffers from
EMGs between different trials, muscles or individuals. the same limitations as the Isokinetic-specMVC method, of addi-
Providing that standardised reference contractions are per- tional time and effort required, and both exhibit similar reliabil-
formed in the same manner on different occasions and that they ity (Rouffet and Hautier, 2008). However, similar to earlier
produce reliable EMGs, then valid comparisons can be made be- criticisms of the PeakTask and MeanTask methods, activities such
tween normalized EMGs. Early research (Yang and Winter, 1983) as maximal sprinting, jumping and cycling may not maximally
warned against using the Isometric-arbMVC method due to reduced activate all muscles of interest. Thus, if a single dynamic activity
reliability of EMGs from isometric MVCs in relation to those from is used to produce denominators for the Dynamic-specMVC meth-
submaximal voluntary isometric contractions. However, more re- od in numerous muscles these will likely represent different lev-
cently the Isometric-arbMVC method has been shown to result in els of activation for each muscle, as shown by Rouffet and
normalized EMGs that are as reliable as or are more reliable than Hautier (2008). As such, the output of this method may not be
those from the Dynamic-specMVC (Rouffet and Hautier, 2008), Isoki- comparable for different muscles. Despite this, Rouffet and Hau-
netic-specMVC (Burden et al., 2003) and Isometric-subMVC (Lehman, tier proposed that the Dynamic-specMVC method should be used
2002) methods. The latter finding is corroborated by excellent reli- in preference to the Isometric-arbMVC method because the
ability of EMGs for both isometric MVCs and submaximal volun- denominator EMGs are obtained at comparable joint angles
tary isometric contractions (Burnett et al., 2007; Dankaerts et al., and/or muscle lengths to the task EMGs. As stated earlier in this
2004; Netto and Burnett, 2006; Norcross et al., 2010). Of course, section, maximal EMGs may not be affected by joint or muscle
if participants are unable to elicit maximal contractions because kinematics, and more research is needed in this area before
of discomfort through illness or injury, then comparisons can only the Dynamic-specMVC method is more widely recommended.
be made through use of methods that involve submaximal contrac- A criticism that has been, and will likely continue to be, aimed
tions (e.g. the Isometric-subMVC and Dynamic-subMVC methods). at normalization methods that use MVCs to produce the denomi-
However, if individuals are able to attempt to perform maximal nator EMG, is whether such contractions are truly maximal. Find-
contractions, use of the Isometric-arbMVC, Isometric-specMVC, Isoki- ings that no one method produces a greater output than another
netic-specMVC or Dynamic-specMVC are also designed inherently to (Barr et al., 2001; Burden and Bartlett, 1999; Burden et al., 2003;
A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035 1033

Hsu et al., 2006) could be interpreted that such contractions are As recently proposed, the Dynamic-specMVC method could be
maximal. Alternatively, research that shows alterations in muscle used as an alternative to the Isometric-arbMVC method. However,
activity from isometric MVCs that are performed with different it should only be used if the electromyographer is confident that
limb positions or in different planes of motion (Ekstrom et al., the task used to elicit the dynamic MVC will activate all of the mus-
2005; Kelly et al., 1996; Ng et al., 2002; Vera-Garcia et al., 2010) cles under investigation to the same, ideally maximal, level.
suggests that they are not. No study that has compared normaliza- The Isometric-arbMVC method and the Dynamic-specMVC method
tion methods has tested this assumption using, for example, the aim to provide information on how active a muscle is in relation
twitch interpolation technique. Indeed, Araujo et al. (2000) sug- to its maximal activation capacity in addition to facilitating com-
gested that EMGs should be normalized using the peak amplitude parisons between EMGs. As such these, and other methods that
of the M-wave, if such a technique is available for use. Using twitch use EMGs from MVCs as the denominator in their normalization
interpolation, Allen et al. (1995, 1998) showed that the elbow flex- equation, have an inherent advantage over those that do not. How-
ors could be maximally activated, although this was more likely in ever, the success with which such methods are able to achieve this
some individuals than others. Alternatively, Roos et al. (1999) and is dependent on many factors, none more so than the techniques
Suter et al. (1996) suggested that the knee extensors could not used by investigators to obtain meaningful MVCs from their
quite be maximally activated during isometric MVCs. As the twitch participants.
interpolation technique can cause discomfort for participants and
associated equipment may not be available, it is unlikely that use
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A. Burden / Journal of Electromyography and Kinesiology 20 (2010) 1023–1035 1035

Adrian Burden received his PhD from the University


of Brighton in 2002. After holding lecturing positions
at Brunel University and Brighton in the 1990s he
joined Manchester Metropolitan University in 2002.
He is currently a Principal Lecturer in Biomechanics
in the Department of Exercise and Sport Science, and
is the Department’s Learning and Teaching Co-ordi-
nator. He regularly holds workshops on surface
electromyography on behalf of the British Associa-
tion of Sport and Exercise Sciences, and is a member
of the editorial board of the Journal of Electromyog-
raphy and Kinesiology. His research interests lie in
the application of electromyography in clinical, sport
and exercise settings.

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