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Handbook of Clinical Neurology, Vol.

160 (3rd series)


Clinical Neurophysiology: Basis and Technical Aspects
K.H. Levin and P. Chauvel, Editors
https://doi.org/10.1016/B978-0-444-64032-1.00016-3
Copyright © 2019 Elsevier B.V. All rights reserved

Chapter 16

Needle electromyography: Basic concepts


DEVON I. RUBIN*
Department of Neurology, Mayo Clinic, Jacksonville, FL, United States

Abstract
Needle electromyography (EMG) is the technique of recording and analyzing the electrical signals derived
from individual muscle fibers of motor units, at rest and during voluntary contraction, using a needle
recording electrode inserted into the muscle. Needle EMG entails inserting a needle electrode into a
muscle, recording and amplifying the electrical signals generated from resting or contracting muscle
fibers, and interpreting the signals to determine the function of the muscle fibers and motor units. Many
factors affect the recorded signals during needle EMG, including the types of needle electrodes and filters
and amplifier settings. Different semiquantitative and quantitative methods of analysis of the recorded
signals are available, each with advantages and disadvantages. While needle EMG is a safe technique,
potential risks include pain, bleeding, and pneumothorax.

NEEDLE ELECTROMYOGRAPHY
provide more useful information than needle EMG, such
OVERVIEW
as localizing to a focal site along a nerve or determining
The primary goals of an electrodiagnostic examination whether the primary pathology is demyelination or axo-
are to determine the presence and type of neuromuscular nal loss. In other situations, such as radiculopathies,
disease, as well as provide information about the locali- myopathies, or motor neuron diseases, the needle exam-
zation, temporal course, pathophysiology, and severity ination provides more useful, and sometimes the only,
of the disorder. Nerve conduction studies (NCSs) pro- diagnostic information. In most cases, the combination
vide some information about the integrity of the motor of findings from an NCS and needle EMG is necessary
unit by recording the summated electrical field generated to fully determine the presence, underlying pathophysi-
from muscle fibers over the surface of a muscle following ology, chronicity, and severity of a neuromuscular
nerve stimulation. While a reduction in the amplitude disease.
of this recorded compound muscle action potential can Many factors contribute to the waveform morphol-
suggest a problem involving the peripheral nerve, neuro- ogies recorded during needle EMG. These include tech-
muscular junction, or muscle, an NCS alone cannot nical factors, including the type of needle electrode,
define the type of disorder. amplifier, and filter settings, as well as the muscle exam-
Needle electromyography (EMG) is the technique of ined, patient age, and location of the needle electrode rel-
recording and analyzing the electrical signals derived ative to the end-plate zone. Technical skills, such as
from individual muscle fibers of motor units, at rest needle movement, ability to isolate individual potentials,
and during voluntary contraction, using a needle record- and the examiner’s pain reduction techniques, also con-
ing electrode inserted into the muscle. Needle EMG pro- tribute to the quality of the recorded signals. Knowledge
vides information that cannot be obtained through an of the technical factors, as well as muscle anatomy and
NCS alone, about the function and distribution of muscle innervation, appropriate pain reduction skills, and the
fibers and motor units. In some conditions, such as focal ability to recognize and understand the significance of
mononeuropathies or polyneuropathies, an NCS may the electrical signals that are recorded from normal

*Correspondence to: Devon I. Rubin, M.D., Department of Neurology, Mayo Clinic, 4500 San Pablo Rd, Jacksonville, FL 32224,
United States. Tel: +1-904-953-7104; Fax +1-904-953-0757, E-mail: rubin.devon@mayo.edu
244 D.I. RUBIN
muscles and those affected by neuromuscular disorders, subsequently propagates along the muscle fiber, produc-
are necessary for accurate performance of needle ing an electrical field that can be recorded. The electrical
EMG. This chapter reviews the basic concepts of needle fields generated by these shifts in sodium and potassium
EMG. Subsequent chapters will detail the types of spon- ions during action potential development and propagation
taneous EMG waveforms and voluntary motor unit along the muscle fibers are influenced by the fiber diam-
potentials (MUPs). eter (Stalberg and Karlsson, 2001). The average diameter
of a normal muscle fiber varies between muscles, ranging
from 5 to 90mm. The electrical fields are most concen-
ANATOMIC AND PHYSIOLOGIC
trated close to the muscle fiber membranes and the
CONCEPTS FOR NEEDLE EMG
strength of the electrical signals drops significantly the fur-
Needle EMG records the electrical signals derived from ther the distance from the muscle fiber membrane
the action potentials of individual muscle fibers. The (Stegeman et al., 1994). Simulation studies have demon-
motor unit—defined as one anterior horn cell, its motor strated a linear and prominent decrease in spike amplitude
axon and nerve branches, their neuromuscular junctions, of a motor unit with electrode distances up to 1 mm from
and all of their innervated muscle fibers—forms the basic the muscle fibers, and the spike amplitude is primarily
functional structure from which all of the signals are determined by the electrical signals of fibers within
recorded (Buchthal, 1957; McComas et al., 1971; 0.5 mm of the electrode (Nandedkar et al., 1988b). While
Enoka, 1995). Some recorded waveforms that occur in these electrical signals can be recorded with surface elec-
a resting muscle are generated from only single muscle trodes, they may be distorted by intervening tissue and dis-
fibers (e.g., fibrillation potentials or end-plate spikes), tance between the muscle fibers and the skin. Therefore,
but the waveforms recorded during voluntary activation surface electrodes are less reliable than needle electrodes
are generated from numerous muscle fibers of a motor in displaying the morphology of individual action poten-
unit. The anatomic configuration and distribution of tials. An evidence-based review of the utility of surface
motor units and their innervated muscle fibers within a electromyography in the diagnosis of neuromuscular dis-
muscle, along with the recording area of the needle elec- eases concluded that there was insufficient evidence to
trode, contribute to the signals recorded during needle determine the clinical utility of surface EMG over conven-
EMG. Each muscle is composed of a variable number tional needle EMG in distinguishing between neurogenic
of motor units, ranging from 100 to 500 in extremity and myopathic disorders (Meekins et al., 2008). Surface
muscles (McComas et al., 1971). The number of muscle EMG is used primarily in the assessment of movement
fibers innervated by each individual motor unit varies disorders, such as during tremor analysis, and may be use-
widely, ranging from less than 10 in extraocular muscles ful in the assessment of fatigue in post-polio syndrome or
to over 2000 in the medial gastrocnemius (Feinstein studying electromechanical coupling in myotonic dystro-
et al., 1955; Gath and Stalberg, 1981). Furthermore, phy (Meekins et al., 2008). Needle electrodes are most
the territory of any one motor unit, or the distribution commonly used during clinical EMG. When recording
of the fibers throughout the muscle, is approximately the MUPs, since the innervation ratio, distribution of
2–10 mm in many limb muscles and the fibers of at fibers though the muscle, and muscle fiber diameter vary
least 6 or more different motor units are interspersed within and across muscles, the recorded signals are par-
with one another in a single region of a muscle, with tially dependent on the type, and specifically the recording
approximately 3 fibers/mm2 (Buchthal, 1957; Hilton- (or pick up) area, of the electrode.
Brown et al., 1985; Stalberg et al., 1986; Stalberg and
Dioszegy, 1991). These factors—number of motor units,
NEEDLE RECORDING ELECTRODES
density of fibers of a single motor unit in a region of the
muscle, and spatial distribution of the fibers of a single In most clinical practices, needle electrodes are used to
motor unit through the muscle—contribute to the number record the electrical signals from muscle fibers. Needle
of individual fibers recorded with a needle electrode. electrodes have the advantage of recording the electrical
Muscle fibers are electrically “silent” at rest outside of field immediately adjacent to the fiber membranes
the end-plate zone. The resting membrane potential of a generating the action potentials, thereby recording the
muscle fiber is approximately 90 mV, resulting from highest amplitude potentials that can be most reliably
unequal distribution of sodium and potassium across the analyzed. There are several types of needle EMG record-
membrane and the role of the ATP-dependent Na+/K+ ing electrodes, each possessing different characteristics,
pump. When voltage-gated Na+ channels in the sarco- including recording surface and pickup areas, sizes, and
lemma are activated following release of acetylcholine costs (Fig. 16.1; Table 16.1). Monopolar and concentric
from the nerve terminal, a change in the membrane poten- needle electrodes are most commonly used in clinical
tial results in the generation of an action potential, which practice.
NEEDLE ELECTROMYOGRAPHY: BASIC CONCEPTS 245

Fig. 16.1. Schematic of the recording area of a monopolar (A), concentric (B), and single-fiber (C) recording electrode.

Table 16.1
Differences in Recording Electrodes

Monopolar Concentric Single fiber Macroelectrode

w (mm2) 0.28–0.34 0.03–0.07 (25–50 mm needle) 0.0005 26.0


(25–50 mm needle)
Recording radius (mm) 1.5 1.5 0.3 >20
MUP size Larger than concentric Smaller than monopolar Very small Large
(single muscle fiber) (entire motor unit)
Costa $7/needle $11/needle $414/needle
a
NatusNeuroStore, 2017.

Monopolar electrodes
electrode (Chu et al., 1986; Howard et al., 1988; Chan and
The monopolar electrode is composed of a solid Teflon- Hsu, 1991; Dumitru et al., 1997). This difference results
coated fine stainless steel 22- to 30-gauge needle. The from several factors, including: (1) a larger recording
bare tip of the electrode is the active recording site and surface, (2) recording from the entire area around the
is approximately 500 mm in diameter. The recording area needle tip rather than the fibers primarily facing the bevel,
is symmetric, oval shaped, and approximately 0.3 mm2. and (3) the longer distance between the active and refer-
Current EMG machines use differential amplifiers to ence electrodes, which produces less cancellation of the
amplify the difference in the electrical signals between signals from distant muscle fibers (Guld, 1951; Buchthal
the active recording site of an electrode and a reference et al., 1954a,b; Stalberg et al., 1986; Chan and Hsu, 1991;
site, which has the benefit of reducing signals that are Dumitru et al., 1997) (Fig. 16.1A). The number of poly-
common to both sites such as nonphysiologic noise. phasic MUPs recorded with monopolar needles compared
When a monopolar electrode is used, the reference is usu- to concentric needles has been shown to be increased
ally a surface electrode placed on the skin surface of the in some studies, but others have not shown significant
limb being examined. differences between the two (Chu et al., 1986; Chan and
The MUPs recorded by a monopolar electrode are of Hsu, 1991). Monopolar electrodes are less expensive than
slightly longer duration (up to 1.86 longer) and higher concentric needle electrodes and, depending on the tech-
amplitude (up to 2 higher) than with a concentric needle nique of needle movement, may be better tolerated by
246 D.I. RUBIN
patients (Strommen and Daube, 2001). Since the distance low-frequency filter settings, allows for the recording of
between the active recording needle tip and the reference only one or a few muscle fiber action potentials at a single
surface electrode is longer than in concentric needles, site (Fig. 16.1C). Therefore assessment of the size of a
more electrical interference and less stable baselines are motor unit cannot be reliably made with a single-fiber
recorded than concentric needles. electrode. This electrode is used for jitter analysis to deter-
mine adequacy of neuromuscular transmission, or to
Concentric electrodes determine the fiber density within small regions of a mus-
cle. Single-fiber electrodes are expensive to manufacture
The concentric needle electrode is composed of a bare,
and therefore are usually sterilized following each use
24- to 28-gauge (0.30–0.45 mm diameter) hollow needle
and reused. As a result of the cost and theoretical risk of
with a beveled tip. The electrode contains a fine, insulated
transmissible infections with reusable needles, many
wire down the center, which is exposed at the bevel and
laboratories now perform single-fiber EMG with small,
is the active recording surface (125mm  580mm). Concen-
disposable concentric needle electrodes.
tric needles are produced in different sizes. The smallest
electrodes have a length of 25 mm (30 gauge) and are used
Macroelectrodes
in infants, during examination of small, thin muscles such as
facial muscles, and during concentric needle single-fiber Monopolar and concentric needle electrodes record from
EMG. The largest electrodes have a length of 75mm (23 a relatively small region of a muscle and therefore only
gauge) and are used in obese patients, particularly when record electrical signals from a subset of the fibers of an
some deep muscles need to be examined. The majority of individual motor unit. Macroelectrodes record from a
muscles in most patients can be reached adequately with larger region of the muscle and can be used to better
a 50-mm (26 gauge) concentric needle electrode. While determine the size and changes of entire motor units.
direct comparison of the recorded signals between all sizes The macroelectrode is a larger needle electrode in which
of the concentric needle electrode has not been systemati- the active recording surface consists of 15 mm of the
cally made, a comparison of the 25-mm to the 37-mm needle shaft of a needle referenced to a separate surface elec-
demonstrated no clinically significant or consistent differ- trode (Stalberg, 1980). The macroelectrode records from
ences in MUP features (Brownell and Bromberg, 2007). a large number of muscle fibers of multiple motor units in
In concentric needle electrodes, the active recording a cylinder along the shaft of the needle. This recording
site is referenced to the electrode shaft. This very close summates the activity of many MUPs, which cannot
proximity of the active to the reference sites results in be differentiated from one another. The potential from
cancellation of noise common to both recording sites, a single motor unit is isolated by simultaneous recording
but also cancels out signals of some of the more distant potentials from single muscle fibers with a 25-mm diam-
muscle fibers (Fig. 16.1B). This, along with the asym- eter single-fiber electrode halfway along the shaft of the
metric pickup area, results in MUPs that are slightly macroelectrode on a second channel. The electric activity
lower in amplitude and shorter in duration than the MUPs recorded from the macroelectrode at the time of the firing
recorded with a monopolar needle (Chan and Hsu, 1991). of the single fiber potential on the small electrode is aver-
In general, the concentric needle records muscle fiber aged (spike-triggered averaging) over multiple dis-
action potentials that are within about 2.5 mm from the charges, resulting in an averaged potential from all
recording needle tip. During voluntary MUP analysis, muscle fibers along the macroelectrode that are inner-
the fibers that are closest (within 0.5 mm) to the tip gen- vated by the same motor unit as the single muscle fiber
erate the main spike and the amplitude of the MUP, while (Milner-Brown et al., 1973; Stalberg, 1980). The aver-
those that are between 0.5 and 2.5 mm contribute more of aged potential gives an estimate of the activity in a larger
the “tails” of the MUP (Stalberg et al., 1986). portion of the muscle fibers of the motor unit. Macroelec-
trodes, and macro-EMG, are not routinely used in clini-
Single-fiber electrodes cal practice but can provide information about fiber
density and jitter (from the single-fiber recording site)
Single-fiber electrodes are used primarily for assessment
as well as data on the size and number of motor units.
of neuromuscular transmission or fiber density. The
single-fiber electrode is composed of a stainless steel,
AMPLIFICATION OF RECORDED
0.4–0.6 mm diameter needle with a very small insulated
SIGNALS
central recording wire of 25 mm, which exits the long side
of a beveled shaft. The recording surface has a similar The electrical signals recorded from muscle fibers are
diameter to that of a muscle fiber (Polgar et al., 1973). small (mV) and must be amplified and displayed on a mon-
The active recording site is referenced to the needle shaft. itor for analysis. The amplifiers in commercial EMG
The very small recording surface, along with higher machines are differential amplifiers, which amplify the
NEEDLE ELECTROMYOGRAPHY: BASIC CONCEPTS 247
difference in the voltages between two recording sources, FREQUENCY FILTERS
called grid 1 and 2 (G1 and G2) or electrode 1 and 2
The waveforms recorded during needle examination are
(E1 and E2). A separate electrode, commonly referred
composed of sinusoidal waves of mixed frequencies.
to as the green ground electrode or E0, serves as an elec-
Since other physiologic (nonmuscle) or nonphysiologic
trical reference for the E1 and E2 electrodes through which
(artifactual) electrical signals with different waveform
the difference between E1-E0 and E2-E0 is amplified.
frequencies may also be recorded by the electrode, elec-
Using the common mode rejection property of the differ-
trical filters are incorporated in EMG equipment to more
ential amplifiers, the “ground” electrode (E0) helps to
selectively amplify the signals generated from the muscle
reject electrical signals that are common to both recording
fibers. Filter settings play an important role in the analysis
electrodes, such as 60-Hz electrical artifact, and eliminate
of MUPs since the waveform size and morphology may be
them from the final output signal displayed by the instru-
altered by the filters (Brownell and Bromberg, 2009).
ment, thereby allowing for more accurate analysis of the
While filter settings are not usually altered during a routine
physiologic muscle signals (Robinson et al., 2016).
EMG study, their contribution to and effect on the MUP
The different distances between E1 and E2 recording
morphology are significant. Low-frequency (high-pass)
sites of monopolar and concentric needle electrodes result
filters reduce the amplification of the lower frequency
in differences in the number of muscle fibers composing
components of the waveforms, but also reduce the contri-
the MUP. In concentric needle electrodes, the signals of
bution of slow needle movement artifact or sympathetic
more distant fibers have similar amplitudes and timing
skin responses, which can produce excess baseline sway.
and are effectively recorded equally between E1 and E2
High-frequency (low-pass) filters reduce the effect of the
and are canceled by the effect of the differential amplifier.
very high frequencies. For routine EMG recordings, filter
In contrast, fewer distant-fiber electrical signals are can-
settings of 20–30 and 10,000–20,000Hz are most com-
celed by the monopolar electrode, which has a distant sur-
monly used. When formal MUP quantitation is performed
face E2, resulting in a larger sized MUP. Additionally,
and the results are compared with older normative data,
since the E1 and E2 electrodes are much closer together
the low-frequency filter is set at 2–3 Hz (Buchthal and
in concentric needle electrodes, external or nonmuscle
Rosenfalck, 1955; Sacco et al., 1962). Reducing the low-
physiologic artifact is recorded equally and is more likely
frequency filter has the effect of introducing more low-
to be rejected, resulting in more stable baselines during
frequency noise and baseline sway, making the baseline
recording.
less stable. Increasing the low-frequency filter, such as
The final amplified signal is displayed on a monitor for
during single-fiber EMG, will eliminate the lower fre-
detailed analysis. The display sensitivity refers to the
quency components of a MUP that are recorded from
degree of amplification of the potentials displayed on
distant muscle fibers and will effectively shorten the
the screen (Fig. 16.2). The terms sensitivity and gain both
duration and slightly lower the amplitude of the MUP.
refer to the vertical amplification on the screen; sensitivity
In determining the effect on the MUP parameters of lower
is defined as the output per division and gain is defined as
frequency filter settings of 500, 1000, and 2000 Hz
the output divided by input. The sensitivity is displayed as
compared to 10Hz, the greatest reduction in the duration,
a mV per division and is usually set at 50 mV when asses-
amplitude, and area occurred with 500-Hz filtering, and
sing smaller spontaneous waveforms such as fibrillation
there was little effect on the number of turns (Brownell
potentials, and 100–200 mV when assessing voluntary
and Bromberg, 2009) (Fig. 16.3).
MUP. Since the display sensitivity affects the placement
of the duration markers, when quantitative EMG is per-
formed for MUP assessment, the sensitivity should be TECHNIQUE OF NEEDLE EMG
set the same as that used for the normative data collection The needle EMG technique consists of sampling the
(usually 100 mV/division) (Buchthal, 1957). electrical signals from different muscle fibers and

Fig. 16.2. A single motor unit potential displayed at two different sensitivities, 200 mV/division (A) and 50 mV/division (B).
248 D.I. RUBIN

Fig. 16.3. A single motor unit potential recorded with two different low-frequency filters (LFF), 20 Hz (A) and 1000 Hz (B). The
amplitude and duration are significantly lower at higher LFF settings.

requires needle insertion and movement through multi- straight line in one direction through a muscle, using very
ple regions of a muscle to completely assess the muscle. small (<1 mm) needle movements helps to minimize
Depending on the clinical problem, a variable number pain (Fig. 16.4) (Strommen and Daube, 2001). When
and distribution of muscles are examined during a com- assessing the signals in a resting muscle, a pause of at
plete study. In patients with focal complaints, such as least 1 s after each movement is necessary to identify
unilateral hand numbness or arm pain, the muscles waveforms that may fire at very low rates, such as slow
selected will usually be isolated to the affected limb. In fibrillation potentials or fasciculation potentials. Each
patients with generalized symptoms, such as diffuse weak- muscle is examined by several needle passes through
ness, muscles in more than one limb may be examined. the muscle to allow for adequate sampling of the activity.
Most muscles can readily be examined with standard When MUPs are assessed, the needle electrode is first
length (50 mm) EMG needles. Superficial muscles are withdrawn to the subcutaneous tissue overlying the mus-
easier to identify from surface anatomy or palpation than cle prior to voluntary muscle contraction. Single MUP
deep muscles. Muscles that are relatively easy for the analysis requires muscle contraction at a low effort fol-
patient to activate (e.g., anterior tibialis or deltoid) are lowed by needle movement through the muscle as mul-
ideal muscles for examination, whereas muscles that are tiple MUPs are assessed. The muscle remains in a
small, deep, or covered by superficial muscles (e.g., flexor constant, steady level of contraction through the exami-
pollicis longus or short head of the biceps) may be more nation. In laboratories that assess the “interference
difficult to examine. In those muscles, selective activa- pattern” of MUPs during strong or increasing levels of
tion of the muscle as the needle is being inserted helps contraction, the needle is withdrawn to the superficial
to ensure that the needle is in the appropriate muscle. muscle layers prior to increasing force in order to avoid
Ultrasound has been demonstrated to be more effective needle bending and to reduce pain.
in accurate identification of some deeper or more risky During MUP assessment, since MUPs vary in size
muscles and is becoming increasingly incorporated in and morphology, it is necessary to record different indi-
EMG laboratories (Rathi et al., 2015; Wininger et al., vidual MUPs from different regions in the muscle. At
2015; Yun et al., 2015). least 20 different positions, separated by at least 3 mm,
Since neuromuscular diseases do not affect all muscle have been recommended (Buchthal and Rosenfalck,
fibers or motor units within a muscle equally, assessment 1955; Buchthal, 1957). The number of different MUPs
of multiple sites in a wide area of the muscle is necessary analyzed affects the diagnostic accuracy of a study, with
using small needle movements through the depth of a sample sizes of 20 or more different MUPs having been
muscle. The technique of needle movement is important shown to reduce variability in the assessment and
in minimizing patient discomfort and maximizing sam- increase the sensitivity of detecting changes outside of
pling of the muscle (Buchthal and Rosenfalck, 1955; normal reference values (Engstrom and Olney, 1992;
Strommen and Daube, 2001). Needle movement in a Podnar and Mrkaic, 2003).
NEEDLE ELECTROMYOGRAPHY: BASIC CONCEPTS 249

Fig. 16.4. Schematic of the distance of needle insertion and movement through a muscle. The needle is initially inserted into the
subcutaneous layer under the skin and moved in very small movements in a straight line through the depth of the muscle.

METHODS OF EMG SIGNAL ANALYSIS triphasic (positive–negative–positive) spike is recorded;


when the needle is at the site of generation, a negative–
Analysis of the signals recorded during needle EMG can
positive biphasic spike is seen (Fig. 16.5). In some cases,
be performed using various methods. Each method has
where a muscle fiber is damaged from compression by
advantages and disadvantages and different methods
the needle electrode or from disease, the electrical field
may be used at various times depending on the clinical
of the propagating action potential cannot pass the elec-
problem and severity of the findings.
trode and is recorded as a large biphasic positive–
negative potential (Fig. 16.6). The amplitude of a single
Origin of recorded EMG potentials muscle fiber action potential reflects the diameter of the
muscle fiber from which it is recorded as well as the prox-
Regardless of the method of analysis, every physiologic imity of the needle electrode to the fiber. Since the ampli-
EMG waveform originates from the action potentials of tude is proportional to the distance between the electrode
individual muscle fibers. These single muscle fiber and the fiber, the amplitude (and the rise time increase) is
action potentials fire either in isolation or in groups reduced exponentially as the distance increases
linked together by their location adjacent to one another (Nandedkar et al., 1988b). While the morphology of a
or by their common innervation from the same anterior single waveform can be assessed, complete analysis of
horn cell. Since these single muscle fiber action poten- a muscle requires assessment of many different dis-
tials are recorded extracellularly by the needle electrode charges in different sites within a muscle and comparison
in a medium (the extracellular tissue between muscle of waveforms to expected normal waveforms.
fibers) that conducts the electrical field, the propagating
action potentials produce a positive–negative–positive
PATTERN RECOGNITION AND
field. When this electrical signal travels along the fiber,
AUDITORY ANALYSIS
the morphology of the recorded potential depends on
where the recording needle is relative to the propagating Each type of waveform recorded during needle EMG
potential. When the needle is located at a distance along fires in a unique pattern. Pattern recognition is the basic
the fiber from the site of the action potential initiation, a EMG waveform analytic skill required to identify each of
250 D.I. RUBIN

Fig. 16.5. The effect of the needle electrode position relative to the site of initiation of a muscle fiber action potential on the
recorded waveform morphology.

Fig. 16.6. A triphasic single muscle fiber action potential (top) and a positive waveform potential recorded from a fiber that has
been compressed by the needle electrode (bottom).

the different firing patterns based on the changes in the Pattern recognition does not include any quantitative
interpotential intervals of successively firing spikes, assessment of the discharges, but is only used to distin-
and therefore to determine the types of discharge guish the type of waveform. During MUP analysis, dif-
(Fig. 16.7). Fibrillation potentials repeat in a definable, ferent methods are used to assess individual MUP
regular pattern, typically with a linear increase in the parameters and the average size of a group of MUPs
interspike interval. End-plate spikes fire in an irregular within a muscle, and to compare the calculated values
pattern, with no definable change in successive inter- with reference values.
spike intervals. Voluntary MUPs fire in a semirhythmic
pattern, with interspike interval changes of less than
SEMIQUANTITATION OF MUP
10%. These firing patterns can be determined by visual
or auditory analysis, although once mastered, auditory Analysis of MUPs requires assessing parameters of MUP
pattern recognition may be more efficient and accurate. firing (recruitment) and morphology and comparing the
Through recognizing the sounds of the different firing findings in each muscle to reference values. Most elec-
patterns (regular, irregular, and semirhythmic) and the tromyographers assess these parameters by semiquanti-
similarities of the various sounds of each waveform to tative methods. In contrast to quantitative analysis
common, everyday sounds (e.g., fibrillation potential (described later), semiquantitation consists of analyzing
sounds like a ticking clock, end-plate noise sounds like parameters without actually measuring them or deter-
a seashell, and complex repetitive discharge sounds like mining the precise value of the parameter. This technique
a jackhammer), each of the waveforms can be readily requires mastering auditory semiquantitation skills, such
and quickly recognized, even without seeing the screen. as learning to recognize different firing rates, rise times,
NEEDLE ELECTROMYOGRAPHY: BASIC CONCEPTS 251

Fig. 16.7. Firing patterns of EMG waveforms.

durations, phases, and stability of a MUP by the changes providing different types of information, methods of data
in the sound, and visually confirming the estimated collection, and limitations (Stalberg et al., 1996). Quan-
values (Okajima et al., 2000). Once multiple MUPs are titation in needle EMG is primarily used when assessing
estimated, the electromyographer mentally averages voluntary MUP to determine whether there is a neuro-
the parameters of each muscle and grades the mean of genic or myopathic disorder. Some laboratories perform
each parameter on a qualitative scale (usually 1+ to 4+). formal quantitation of MUP in every muscle while others
Through appropriate training and practice, the skill of only use these techniques in cases with mild or borderline
auditory semiquantitation can be mastered and this abnormalities when semiquantitative findings are not
method can be performed with nearly as much accuracy definitive. Comparative studies of quantitative methods
as formal quantitative analysis. In patients with severe neu- and semiquantitative methods have shown good correla-
romuscular disorders where there are prominent needle tion between the two types of methods (Barkhaus et al.,
EMG changes, such as markedly long duration, high 1990). Quantitative analysis has the benefit of reducing
amplitude, and polyphasic MUPs with reduced recruit- examiner bias in data collection and providing numerical
ment, semiquantitation is sufficient to recognize the values that can be followed and compared over time or
underlying process and determine the general severity. between laboratories, as long as the same technique
However, in mild or borderline disorders, semiquantitative and recording parameters are used.
analysis may be less sensitive at detecting abnormalities. Single motor unit potential analysis. Single MUP
The advantages of semiquantitative methods are the analysis refers to measuring individual single MUPs,
rapidity and efficiency with which a muscle can be exam- determining the mean values of each parameter, and
ined. Limitations include the training time to learn the comparing the measured values with normative data
technique, potential examiner bias in selective focus on (Buchthal et al., 1954a,b; Buchthal, 1957). Using this
the larger MUPs, and possibly less sensitivity in mild cases. technique, the electromyographer records 20–30 differ-
ent MUPs and calculates the mean values of duration,
amplitude, and number of phases of all potentials. The
QUANTITATIVE METHODS
mean values are compared with normative data, such
Quantitative analysis refers to measuring and determin- as data collected by Buchthal decades ago (Buchthal
ing actual numerical values of parameters of individual et al., 1954a,b; Sacco et al., 1962). Mean values greater
MUPs, calculating the mean values of each parameter, than or less than the mean normal durations suggest a
and comparing the mean to reference values. Several dif- neurogenic or myopathic disorder, respectively. In some
ferent quantitative techniques have been developed, each disorders such as chronic myopathies, a single muscle
252 D.I. RUBIN
may contain MUPs with a wide variation in sizes—some and have the advantage of more efficiently analyzing a
short duration, low amplitude and some long duration, muscle, caution in ensuring that the MUPs are accurately
high amplitude. In these cases, the calculated mean measured needs to be taken (Boe et al., 2005, 2010).
parameter values of 20 MUPs will fall into normal range Additionally, unstable MUPs, such as those seen in
and result in a false negative study. Outlier analysis of neuromuscular junction disorders or reinnervating disor-
MUP is a different method that can be used to assess indi- ders, may result in signal distortion and inaccurate
vidual MUPs. With this method, normal MUP 95% con- measurement of the averaged MUP. Additionally, low-
fidence limits are collected for parameters of groups of amplitude, short-duration MUPs, such as in myopathies,
20 MUPs (e.g., the 3rd smallest and 18th largest MUP) may be obscured by the larger MUP and may not be
in normal muscle. During an examination, MUPs that accurately identified. As a result, automatic programs
fall outside of these values are considered outliers, and may take longer than semiquantitative analysis by an
an increased number of outliers (typically more than experienced electromyographer.
10% of MUPs) is considered abnormal. While outlier Interference pattern analysis (IPA). It is a quantitative
analysis does not calculate a mean value of parameters method used to assess MUPs during stronger contrac-
for a muscle, it can provide additional information to tion. With IPA, the MUP signals are recorded at multiple
formal quantitation and may demonstrate abnormal find- different sites within a muscle with the patient contract-
ings when formal quantitation is normal (Stalberg and ing at increasing levels of force, from minimal to strong.
Erdem, 2002). Instead of analyzing the individual parameters of single
During MUP quantitation, duration is the parameter MUPs, IPA assesses the number of spikes or baseline
that has been shown to more accurately assess the overall crossings (called “turns” in IPA) and the amplitude of
size of the motor unit than amplitude; other measures such the signals. Various methods for analyzing the signals of
as MUP amplitude, area, area/amplitude ratio (thickness), the interference are used by automated programs, includ-
size index, and MUP instability (jiggle) can also be ing the average amplitude, number of spikes per unit
quantified (Nandedkar et al., 1988a,b; Stalberg and time, and power spectrum frequency analysis (Fuglsang-
Sonoo, 1994; Campos et al., 2000; Sonoo, 2002). Single Frederiksen and Ronager, 1990; Sanders et al., 1996;
MUP quantitation is more time consuming than semi- Fuglsang-Frederiksen, 2000). A commonly used method
quantitative analysis, because it requires measuring many is turn/amplitude analysis, in which the turns/amplitudes
individual MUPs with sharp rise times and ensuring that are plotted against turns per second for each level of con-
the measurement markers for each MUP are placed traction at each site. The points are displayed as a “cloud”
correctly. Additionally, single MUP quantitation may be of points, which are then compared to normative data
affected by examiner bias in the selection of MUPs to (Stalberg et al., 1983). When >10% of data points fall
be included in the analysis. above or below the normal “cloud,” a neurogenic or
Automated MUP analysis. Several automated quantita- myopathic disorder may be confirmed, respectively.
tive programs, such as automated decomposition EMG, Studies have shown that IPA techniques have a similar,
decomposition quantitative EMG, and multi-MUP or occasionally increased, diagnostic yield of identifying
analysis, have been developed to select and measure myopathic and neurogenic disorders as single MUP anal-
individual MUP from a segment of voluntary activity in ysis (Fuglsang-Frederiksen et al., 1976, 1977; Yu and
which more than one individual MUP are present Murray, 1984; Liguori et al., 1992; Nirkko et al., 1995;
(Dorfman et al., 1988; Bischoff et al., 1994; Nandedkar Fuglsang-Frederiksen, 2000). The IPA methods have the
et al., 1995; Stalberg et al., 1995; Boe et al., 2005). These advantage of rapidly assessing the electrical signals within
programs decompose electrical signals based on the shape a muscle through the entire range of type I and type II
of the spikes and, through various template-matching muscle fibers. However, they are limited in their ability
algorithms, average similar spike activity to separate out to identify changes in individual parameters, such as the
individual MUPs. Specific criteria, such as a short rise stability of MUPs.
time and amplitude greater than 50 mV, are required for
inclusion of a MUP. Decomposition analysis techniques
INDICATIONS OF NEEDLE EMG
allow for assessment of MUPs in a moderately contracting
muscle when 3–6 different MUPs are firing, which has the Since needle EMG provides different types of informa-
advantage of including some of the higher threshold tion than NCSs, and the information obtained from each
motor units. After assessment of several areas of a muscle technique is complementary and necessary in determin-
at moderate contraction, over 20 different MUPs are ing the type of neuromuscular disorder, needle EMG is
averaged and a mean of the potentials is determined, sim- indicated in nearly every electrodiagnostic study. While
ilar to single MUP quantitative methods. While automated NCSs are required to assess the function of sensory
MUP analysis programs have been shown to be reliable nerves, determine the presence of demyelination in
NEEDLE ELECTROMYOGRAPHY: BASIC CONCEPTS 253
peripheral nerves, and contribute to the assessment of radiculopathy in whom the symptoms consist only of
neuromuscular transmission with repetitive stimulation, pain or paresthesias. The sensitivity of EMG for radicu-
they are limited in the type of information they can pro- lopathy has been studied extensively and ranges from
vide about muscle fiber and motor neuron function. For approximately 50% to up to 86% (Dillingham, 2013).
example, a low compound muscle action potential ampli-
tude identified on a motor NCS could result from disease RISKS AND CONTRAINDICATIONS
of the anterior horn cell, nerve roots, motor axons, neu- OF NEEDLE EMG
romuscular junction, or muscle. The findings of needle
EMG provide more information about the muscle fibers Needle electromyography is a relatively safe technique.
and motor units and will differ among those different However, since needle EMG entails inserting and
types of diseases. Similarly, an NCS may be entirely nor- moving a needle electrode through a muscle, potential
mal in mild disease while subtle abnormalities will still risks exist, including pain, bleeding and hematoma for-
be identified on needle EMG (such as early lower motor mation, infection, and development of pneumothorax
neuron involvement in ALS, a mild or subacute radicu- (Al-Shekhlee et al., 2003; London, 2017).
lopathy, or mild myopathy). In some situations, needle
EMG is the only method available to assess for specific Pain
localization, such as in thoracic radiculopathies or hypo- The primary generator of pain during the needle exami-
glossal neuropathies where there are no reliable NCSs. nation is needle movement through the muscle (London,
Needle EMG also provides additional information about 2017). Pain results from injury of muscle fibers or irrita-
the temporal course or severity of disease in situations tion of the terminal nerve endings in the end-plate zone.
where an NCS can only help to define localization, such Several studies have assessed the role of the needle elec-
as carpal tunnel syndrome. trodes (monopolar vs concentric) and the technique of
needle movement in the generation and reduction of pain
LIMITATIONS OF NEEDLE EMG during the needle examination (Strommen and Daube,
2001; Walker et al., 2001). Monopolar needles have a
Needle EMG has several limitations. While needle EMG sharper, conical needle tip, resulting in less “crush”
provides information about the muscle fibers and motor injury to the muscle fibers than concentric needle elec-
units, it is usually not able to provide definitive informa- trodes. While monopolar electrodes are generally consid-
tion about the etiology of disease. For example, a patient ered to be less painful, studies have suggested that the
with diffuse weakness who demonstrates fibrillation needle-handling technique and length of needle move-
potentials and long duration, polyphasic MUP with ments have more of an effect on pain than the type of
reduced recruitment on needle EMG could have any type electrode (Strommen and Daube, 2001). When small
of motor neuron disease or axonal polyradiculopathy. needle movements of <1 mm are used, there is no signif-
Similarly, a patient with proximal weakness, the presence icant difference in pain experienced with a monopolar
of fibrillation potentials, and short-duration MUP on compared to a concentric needle electrode (Strommen
needle EMG confirms a myopathy, although the pattern and Daube, 2001). With large needle movements, mono-
of findings could occur with many different etiologies. polar needles are less painful than concentric needles.
However, in rare cases, the needle EMG findings are
able to suggest an etiology, such as radiation-induced
Bleeding risk
nerve injury when myokymic discharges are recorded
or a muscle channelopathy in the presence of myotonic Needle electrodes are fine needles with small gauges
discharges. and therefore the risk of bleeding or hematoma formation
Needle EMG alone is unable to determine whether is minimal in most patients. However, when muscles
an underlying neuromuscular disorder affects sensory adjacent to vessels are examined or when patients are
nerves. Furthermore, some neuromuscular diseases, on anticoagulants or antiplatelet agents, there is a poten-
particularly those that affect type 2 muscle fibers (e.g., tial risk of increased bleeding (Gruis et al., 2006).
steroid-induced myopathy) or are due to metabolic Despite these theoretical risks, studies using magnetic
disturbances in the muscle (e.g., disorders of lipid metab- resonance imaging and ultrasound following needle
olism) may not demonstrate any abnormalities on EMG have shown that the risk of clinically symptomatic
needle EMG. Finally, needle EMG will not demonstrate hematoma formation, even in patients on antiplatelet or
abnormalities in situations where there may be irritation anticoagulation therapy and in muscles considered
of nerves without focal conduction block or axonal “high risk” muscles that neighbor vascular structures,
degeneration. This commonly occurs in patients referred is very low (Lynch et al., 2008; Gertken et al., 2011;
for evaluation of suspected cervical or lumbosacral Boon et al., 2012; London et al., 2012). While there is
254 D.I. RUBIN
no absolute contraindication to performing needle exam- SUMMARY
ination when patients are on therapeutic doses of medi-
Needle electromyography is a technique that provides
cations that increase the risk of bleeding, limiting the
important information about the function of muscle
number of needle passes and ensuring extra pressure over
fibers and motor units within a muscle. The performance
a puncture site are methods that may minimize excess
of needle EMG requires knowledge of equipment, mus-
bleeding.
cle anatomy, recording techniques and limitations, and
also requires the skills of needle handling and patient
Infection interaction. Different methods can be used to analyze
the recorded waveforms. When interpreted in conjunc-
The risk of infecting a patient from skin bacteria during
tion with NCSs, the findings from needle EMG are used
needle EMG is minimal and similar to the risk of infec-
to determine the presence of a neuromuscular disease.
tion following repeated blood draws. Patients do not
require prophylactic antibiotics prior to the needle exam-
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