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Journal of Sport Rehabilitation, 2018, 27, 334-339

https://doi.org/10.1123/jsr.2016-0217
© 2018 Human Kinetics, Inc. ORIGINAL RESEARCH REPORT

Infraspinatus Isolation During External Rotation Exercise


at Varying Degrees of Abduction
Gareth Ryan, Heather Johnston, and Janice Moreside

Context: External rotation (ER) strengthening exercises are a common component of shoulder injury prevention and
rehabilitation programs. They are primarily intended to target the infraspinatus muscle, based on its role in glenohumeral
stabilization and inferior humeral glide. ER also recruits the posterior deltoid, which can be undesirable due to its role in
subacromial space narrowing. Objective: To determine the angle of humeral abduction that maximizes the infraspinatus to
posterior deltoid activation ratio (INFRA/PD) during ER. Design: Within-subjects repeated-measures controlled lab trial.
Participants: A total of 10 healthy participants (5 males, 5 females) aged 21 (0.67) years participated in the study. Intervention:
7 consecutive repetitions of ER at 7 different abduction angles ranging from 0° to 90°, with resistance normalized to 3% body
mass. Main Outcome Measures: Surface electromyography was performed on the infraspinatus, middle deltoid, and posterior
deltoid. Surface electromyography data were processed to determine absolute muscle activation as well as INFRA/PD at each
abduction angle. Group means were compared between abduction angles using 1-way analysis of variance. Results: Abduction
significantly reduced overall infraspinatus activity but increased posterior deltoid activity (P < .01). Average and peak INFRA/
PD decreased as the angle of abduction increased (P < .001 and P < .01, respectively). Conclusion: Our findings suggest that ER
should be performed in 0° of abduction to maximize infraspinatus isolation. Slight abduction, such as placing a towel under the
humerus, as recommended by some clinicians, may improve patient comfort, but did not increase infraspinatus isolation in this
study.

Keywords: rotator cuff, shoulder, rehabilitation

Up to 67% of individuals will experience some form of there is little evidence supporting increased infraspinatus isolation.
shoulder injury in their lifetime.1 External rotation (ER) is one In a clinical commentary, Kolber et al4 advocated for this tech-
of the most commonly prescribed shoulder strengthening exercises nique, however, no experimental evidence was provided. Sakita
for injury rehabilitation and prevention.2,3 Although primarily et al11 were the first to examine the effects of a rolled towel on
intended to target the infraspinatus, the posterior deltoid is also infraspinatus activation. They found that in a side-lying position, a
recruited significantly.4 Infraspinatus muscle fibers run supero- rolled towel decreased middle deltoid activity yet increased poste-
laterally from the inferior scapula to the greater tubercle of the rior deltoid activity, whereas when standing, a rolled towel
humerus and translate the head of the humerus inferiorly upon increased posterior deltoid activity with no effect on the middle
contraction. In some patients, this can help prevent subacromial deltoid. No significant differences in infraspinatus activation were
impingement by increasing the space between the rotator cuff and observed between conditions. In this study, participants were
the acromion/coracoacromial ligament.2,5–8 Conversely, posterior instructed to actively adduct against the towel. Given that the
deltoid fibers run inferolaterally from the spine of the scapula to the posterior deltoid can have an adductor moment in a neutral
deltoid tubercle, resulting in superior humeral glide and subacro- position,22 this could have accounted for the increased posterior
mial space narrowing upon contraction. In addition, when the deltoid activity.
glenohumeral joint is not stabilized properly, posterior deltoid To date, no published study has inclusively examined infra-
activation can place significant shear stress on the anterior spinatus and deltoid activation during ER performed in incremental
capsule.7 Several authors have suggested minimizing posterior abduction from 0° to 90°. The purpose of this study was to
and middle deltoid activation during ER to reduce subacromial determine the angle of abduction that resulted in the greatest
space narrowing.6,9–11 infraspinatus isolation during standing ER. Standing ER was
Although there has been considerable research analyzing chosen because it is one of the most common exercise positions
different ER positions,2,11–21 no studies have examined the effect used in rehabilitation settings.4 We hypothesized that maximum
infraspinatus isolation would occur at 15° to 30° of abduction,
of frontal plane humeral abduction on infraspinatus and posterior
as measured by the infraspinatus to posterior deltoid (INFRA/
deltoid recruitment across a range of angles. Many clinicians
PD) ratio.
anecdotally suggest placing a rolled towel in the axillary region
when performing ER for a variety of reasons, including increased
rotator cuff perfusion and infraspinatus isolation5,8,11; however, Methods
Participants
The authors are with the Department of Kinesiology, School of Health and Human
Performance, Dalhousie University, Halifax, Nova Scotia, Canada. Moreside is also A total of 5 male and 5 female volunteers participated (age = 21.3
with the School of Physiotherapy, Dalhousie University, Halifax, Nova Scotia, Canada. [0.7] y, height = 175.0 [7.4] cm, and mass = 71.1 [10.7] kg).
Moreside (jmoreside@dal.ca) is corresponding author. To partake in the study, individuals had to be ≥18 years of age and
334
Infraspinatus Isolation During External Rotation 335

in good overall health. Individuals with a history of shoulder injury with a common mode rejection ratio of 11 dB was used (PCI3
or surgery, muscular disease or dystrophy, or neurological disorder, 6321; National Instruments, Austin, TX). Electrode placements
as well as those with skin lesions/infections on the shoulder region, were verified using the free-running scope feature of Mr. Kick©
were excluded from the study. Participants were recruited by means while participants performed movements intended to activate each
of a poster displayed on the university campus. Each participant muscle. If the SEMG signal was inadequate for any reason,
signed an informed consent form before any data were collected. electrodes were replaced.
Fulfillment of participation criteria was assessed verbally as well as Participants performed a warm-up consisting of pendulum,
through completion of the study questionnaire. The rights and shoulder flexion, abduction, ER, and internal rotation before
confidentiality of each participant were protected throughout their performing maximum voluntary isometric contraction (MVIC)
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participation in the study. The research protocol was reviewed and tests against experimenter-applied resistance. The order of
approved by the Faculty of Health Sciences Research Ethics Board MVIC tests was randomized between participants to control for
at Dalhousie University. fatigue. Infraspinatus was tested in 0° abduction and 90° elbow
flexion with the participant externally rotating against the experi-
Design menter.23 The middle deltoid was tested in 90° abduction, elbow
extension, and shoulder internal rotation with the participant
This study was a controlled lab trial with 1 independent and 8 resisting experimenter-applied adduction.24 The posterior deltoid
dependent variables. The independent variable was the angle of was tested in the same position as the middle deltoid, but instead the
humeral abduction at which ER was performed (7 levels: 0°, 15°, participant resisted horizontal experimenter-applied adduction.24
30°, 45°, 60°, 75°, and 90°). Dependent variables were average and Participants performed three 5-second repetitions of MVIC in each
peak muscle activation for each of the infraspinatus, middle of the 3 positions, with a 30-second rest between repetitions and a
deltoid, posterior deltoid, and INFRA/PD. 2-minute rest between positions. Participants were instructed to
increase their force output for the first second, maintain maximal
Procedures contraction for 3 seconds, and gradually relax during the final
second while the experimenter attempted to break the isometric
Surface electromyography (SEMG) was performed on the domi- hold. The highest activity from the processed data for each muscle
nant shoulder (eg, right-handed, right shoulder). The skin was recorded across the 4 positions was used as the MVIC.
shaved and cleaned with isopropyl alcohol prior to electrode After a 5-minute rest, participants performed 7 cyclic concen-
application. Adhesive bipolar differential Ag-AgCl surface electro- tric/eccentric repetitions of ER at each of the 7 abduction angles,
des (MediTrace 133; Kendall (Covidien), Dublin, Ireland) were with the elbow flexed to 90°. The order of abduction angles was
placed on the infraspinatus, posterior deltoid, and middle deltoid randomized to control for fatigue. ER was performed using a cable
as follows: infraspinatus electrodes 2.5 cm inferior to the midpoint system with resistance normalized to 3% body mass (mean resis-
of the scapular spine, posterior deltoid electrodes 2 cm inferior to tance = 2.13 [0.3] kg; Figure 1B). Bitter et al16 showed that
the posterior angle of the acromion, middle deltoid electrodes at resistances greater than 40% MVIC result in increased posterior
intersection of line from the acromion to the greater tubercle, and deltoid recruitment and reduced infraspinatus isolation. A resis-
line from the posterior deltoid electrodes’ center to 3.5 cm inferior tance of 3% body mass was selected based on pilot trials, which
to the anterior angle of the acromion6 (Figure 1A). A reference suggested that this would be low enough to maximize infraspinatus
electrode was placed over the acromion. Electrode poles were isolation for the majority of participants. Abduction angle was
spaced 20 mm apart and oriented parallel to the direction of muscle maintained using triangular foam braces in 15° (0°–90°) incre-
action. All electrodes were applied by the primary investigator. ments strapped to participants’ torsos (Figure 2) and was verified
A wired 8-channel amplifier (AMT-8; Bortec Biomedical, using a goniometer. Participants were instructed to rest their
Calgary, AB) was used with Mr. Kick© data acquisition software humerus on the brace, removing the effect of gravity, without
(Center for Sensory-Motor Interaction, Aalborg University, actively adducting. The cable height was changed in sync with
Denmark) for SEMG recording. Amplifier characteristics were the abduction angle to ensure the direction of pull remained
as follows: input impedance of 10 GΩ, common mode rejection
ratio of 115 dB, gain of 1000, and sampling frequency of 2000 Hz.
Signal-to-noise ratio was 57.6 dB. A 16-bit analog-to-digital card

Figure 1 — Posterior (A) and sagittal (B) views of electrode


placements. The cable system can be seen in the right image. As can Figure 2 — Participant in 15° (A) and 45° (B) of abduction with foam
be seen in the above figure, supraspinatus surface electromyography data braces in place. Braces were positioned to ensure the shoulder was not in
were collected but were not used in this analysis. forced elevation.

JSR Vol. 27, No. 4, 2018


336 Ryan, Johnston, and Moreside

perpendicular to the humerus. ER repetitions were performed at a


cadence of 2 s/repetition, resulting in a rotational velocity of
approximately 60° to 90° per second, previously shown to elicit
the greatest infraspinatus activation.25 SEMG data were collected
for 10 seconds for each trial starting after the first repetition
and ending after the sixth repetition, capturing 5 repetitions of
data. Participants were given a 2-minute rest between abduction
angles.
SEMG data from the MVIC and ER trials were processed using
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MATLAB® (MathWorks, Natick, MA). Data were detrended to


remove direct current offset, band-pass filtered (5–500 Hz), full-
wave rectified, and low-pass filtered at a 20-millisecond time
constant (fourth-order 3-Hz Butterworth) to create a linear enve-
lope. SEMG data from the ER trials were normalized to MVIC and
displayed as percentages. Peak and average muscle activation at
each abduction angle were determined from the processed data, as
well as peak and average INFRA/PD, which was used as the
measure of infraspinatus isolation. Peak activation was selected
as the highest nonartifact activation from the linear envelope of the 5
repetitions in each position. Average activation was calculated as
the average activation across the linear envelope of the 5 repetitions
in each position.

Statistical Analysis
Statistical analysis was performed using SPSS V.21 (IBM,
Armonk, NY) and Excel V14.6.4 (Microsoft, Redmond, WA).
One-way repeated-measures analysis of variances was used to
identify differences in muscle activity between abduction
angles. The assumptions of analysis of variance were tested in Figure 3 — Average (A) and peak (B) activation of the PD and
SPSS. Data were normally distributed, and Mauchly’s test was INFRA during external rotation throughout the range of frontal plane
used to assess the assumption of sphericity. When sphericity was abduction examined. INFRA indicates infraspinatus; MVIC, maximum
violated, the Greenhouse–Geisser correction was applied to the voluntary isometric contraction; PD, posterior deltoid. *Significantly
different from 0° (P < .05). **Significantly different from 15° (P < .05).
data. Bonferroni-corrected post hoc analyses were performed to ***Significantly different from 45° (P < .05). ****Significantly different
determine the location of significant differences. The significance from 75° (P < .05).
level was set at α = .05.

Discussion
Results
We found that humeral abduction had a significant effect on both
Muscle Activation peak and average infraspinatus (Figure 3) and posterior deltoid
A main effect of abduction was observed for average and peak (Figure 3) activity during standing ER. Incremental abduction
infraspinatus (both Ps < .01) and posterior deltoid (P < .01 and resulted in a gradual increase in posterior deltoid activity but a
P < .001, respectively), but not middle deltoid (both Ps > .05). reduction in infraspinatus activity. Neither peak nor average middle
Average infraspinatus activation was lower at 60° and 75° versus deltoid activation was significantly impacted by abduction.
0° (P < .05 and P < .01, respectively) and at 60° versus 15° Our findings contradicted our hypothesis that maximal infra-
(P < .05) (Figure 3A). Peak infraspinatus activity was lower at spinatus isolation would occur between 15° and 30° abduction.
60° versus 0° (P < .05; Figure 3B). Average posterior deltoid Although abduction resulted in an overall reduction in peak and
activity was higher at 90° versus 0° (P < .05; Figure 3A). Peak average INFRA/PD, no significant differences were observed in
posterior deltoid activation was higher at 60° and 90° versus 0° peak isolation between any of the 15° increments from 0° to 45°
(both Ps < .01), at 60° versus 45° (P < .05), and at 90° versus 75° abduction or average isolation between 0° and 15° abduction
(P < .05) (Figure 3B). Middle deltoid data were excluded from (Figure 4B).
Figure 3 for clarity since no significant differences were observed. Our findings could be explained by changes in muscle moment
arm length that occur with humeral abduction. Nourbakhsh and
Kukulka26 reported a significant inverse relationship between
Infraspinatus Isolation muscle moment arm length and SEMG activity. In a cadaveric
A main effect of abduction was observed for average and model, Ackland et al22 demonstrated that the ER moment arm of
peak INFRA/PD (P < .001 and P < .01, respectively). Average posterior deltoid was longest in 5° abduction and gradually short-
INFRA/PD was lower in 30°, 60°, 75°, and 90° versus 0° (P < ened with abduction, until reaching its lowest value in 120°
.05, P < .01, P < .05, and P < .01, respectively; Figure 4A). Peak abduction. The increase in posterior deltoid activity with abduction
INFRA/PD was lower in 60° and 90° versus 0° (both Ps < .05; angle could therefore be due to a reduction in mechanical advan-
Figure 4B). tage, requiring a higher activation to generate a given force.
JSR Vol. 27, No. 4, 2018
Infraspinatus Isolation During External Rotation 337

interneuron, thereby facilitating the agonist’s action. When the


adductor muscles are activated to hold a rolled towel under the
humerus, reciprocal inhibition of the deltoid may occur, it being a
prime mover for abduction. Such a mechanism would result in
greater infraspinatus isolation during ER,4 which would contradict
the findings of this study, since posterior deltoid activity increased
with abduction. Since adductor force and muscle activity were not
measured, it cannot be determined whether reciprocal inhibition
occurred.
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Minor subacromial narrowing or impingement, as occurs


with superior humeral glide, may also have affected the activation
ratios.4,8 Smith et al28 found that scapular protraction, which
increases subacromial narrowing, resulted in a significant reduction
in the strength of ER. Although several authors have suggested
that performing ER in abduction may lead to inferior humeral glide
by increased infraspinatus isolation,4,11,16,29 it is possible that the
triangular braces used in this study forced glenohumeral elevation,
causing subacromial narrowing. While efforts were made to
ensure that braces were positioned to maintain a neutral shoulder
position, even minor elevation could have affected the size of
the subacromial space. If rotator cuff impingement occurred
as a result, muscle activation data and ratios may have been
impacted.
Our findings varied slightly from those of Reinold et al,2
who reported no significant differences in infraspinatus activation
between 0°, 15°, and 90° abduction, but significantly elevated
Figure 4 — Ratio of average (A) and peak (B) INFRA/PD activity posterior deltoid activity in 90° versus 0° and 15° abduction.
during external rotation, at varying degrees of frontal plane humeral Conversely, we found significant differences in infraspinatus
abduction. INFRA/PD indicates infraspinatus to posterior deltoid. activation between 0°–60°, 15°–60°, and 15°–75° abduction and
*Significantly different from 0° (P < .05). differences in infraspinatus isolation between 0°–30°, 0°–60°,
0°–75° and 0°–90° abduction in addition to the elevated posterior
deltoid activity reported by Reinold et al.2 The discrepancy in
Ackland et al22 also demonstrated that infraspinatus moment arm
results between the studies could be due to the fact that Reinold
lengthens with abduction. They separated infraspinatus into super-
et al2 did not use braces to maintain abduction angle.
ior and inferior portions, each of which responded differently to
Our findings align with those of Sakita et al11 in that minor
abduction. In this study, infraspinatus electrodes were placed humeral abduction did not significantly impact infraspinatus activ-
2.5 cm inferior to the spine of the scapula, thereby recording ity during ER; however, the increased posterior deltoid activity that
activity of the superior portion of infraspinatus. Ackland et al22 they reported with the towel in situ (∼15°–30° abduction) was not
reported that the superior infraspinatus moment arm rapidly observed in this study until 60° abduction. The increased posterior
increased with abduction angle from 0° to 28° followed by a deltoid activation observed by Sakita et al11 could be explained by
plateau. These changes in mechanical advantage early in the the fact that participants were instructed to actively adduct their
abduction range of motion could account for the initial decrease humerus against the rolled towel. Ackland et al22 demonstrated that
in INFRA/PD observed between 0° and 30° abduction. Significant the posterior deltoid has an adduction moment arm from 0° to 30°
differences in infraspinatus activation or isolation were not abduction, resulting in the posterior deltoid functioning as an
observed beyond 30°, supporting the findings of Ackland et al22 adductor in addition to an external rotator in this position.
that a plateau in infraspinatus moment arm length may occur at 28°
abduction.
Our results could also be attributed to the muscle length– Implications
tension relationship. Abduction elongates the infraspinatus,27 One of the major force couples of the glenohumeral joint is that
which could have resulted in increased force production for a which controls superior–inferior translation of the humeral head.
given activation level, and could account for the reduction in Controlled by the infraspinatus, teres minor, and deltoid, this force
infraspinatus activation with abduction. Conversely, abduction couple keeps the humeral head centered in the glenoid, allowing for
shortens the posterior deltoid, which may account for its increased proper shoulder mechanics. In this study, INFRA/PD was used as
activity during ER in abduction. The combined effects of changes an indirect measure of the integrity of this force couple. Although
in moment arms and muscle fiber length in different positions likely joint forces cannot be directly determined from SEMG data, this
have a significant impact on force generation and muscle activation ratio provided an estimation of the action of the force couple. Since
patterns in the shoulder, where there are many possible planes of INFRA/PD during ER decreased as abduction increased, it can be
motion. inferred that there was an associated imbalance in the force couple,
Although not instructed to do so, some participants may resulting in deltoid dominance and subsequent superior translation
have actively adducted against the foam braces, causing reci- of the humeral head. Since teres minor also contributes to this force
procal inhibition. Reciprocal inhibition occurs when agonist couple, the measure of INFRA/PD does not completely describe
muscle activation inhibits the antagonist muscle through a spinal this force couple.
JSR Vol. 27, No. 4, 2018
338 Ryan, Johnston, and Moreside

Despite the fact that, from a biomechanical perspective, our Conclusion


findings do not support performing ER in abduction, there may
some benefit of abduction regarding perfusion. Cadaveric stud- We found that incremental increases in abduction angle during ER
ies27,30 have demonstrated that tension in the supraspinatus de- decreased infraspinatus activity and increased posterior deltoid
creases with minimal abduction, resulting in decreased vascular activity, resulting in a reduction in infraspinatus isolation. Middle
compression and increased perfusion. Although this likely would deltoid activation was not significantly impacted by abduction.
not have an immediate benefit, there may be a significant effect Based on these findings, standing ER exercise should be performed
over the course of a long-term rehabilitation program. in 0° abduction when it is desirable to maximize infraspinatus
Clinicians often suggest placing a rolled towel under the isolation. Since there was not a significant difference in infraspi-
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humerus during ER to increase infraspinatus isolation and rotator natus isolation between 0° and 15° abduction, placing a rolled
cuff perfusion.4 Our results, and those of Sakita et al,11 suggest that towel under the humerus, as has been suggested by some clinicians,
this technique does not increase infraspinatus isolation, and may in may allow for increased patient comfort but does not affect
fact cause a decrease. When considering all effects of abduction infraspinatus isolation in standing ER.
during ER, it appears that there are contrasting advantages and
disadvantages. We found that INFRA/PD was not significantly
reduced until 30° abduction. Since cadaveric studies27,30 have Acknowledgments
shown that the reduction in rotator cuff tension can occur in as This study was reviewed and approved by the Dalhousie University
little 15° abduction, it may be beneficial to perform ER in slight Faculty of Health Sciences review board (REB# 2015-3710). The authors
(∼15°) abduction, to benefit from increased perfusion, without certify that they have no affiliations with or financial involvement in any
significantly reducing infraspinatus isolation. organization or entity with a direct financial interest in the subject matter or
materials discussed herein.
Limitations
A major limitation of this study was that the sample consisted
solely of healthy university students. This sampling bias limits the
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JSR Vol. 27, No. 4, 2018


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