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Journal of Electromyography and Kinesiology 13 (2003) 13–36

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Interpretation of EMG changes with fatigue: facts, pitfalls, and


fallacies
N.A. Dimitrova ∗, G.V. Dimitrov
Centre of Biomedical Engineering, Bulgarian Academy of Sciences, Acad. G. Bonchev. Str., Bl.105, Sofia 1113, Bulgaria

Abstract
Failure to maintain the required or expected force, defined as muscle fatigue, is accompanied by changes in muscle electrical
activity. Although studied for a long time, reasons for EMG changes in time and frequency domain have not been clear until now.
Many authors considered that theory predicted linear relation between the characteristic frequencies and muscle fibre propagation
velocity (MFPV), irrespective of the fact that spectral characteristics can drop even without any changes in MFPV, or in proportion
exceeding the MFPV changes. The amplitude changes seem to be more complicated and contradictory since data on increased,
almost unchanged, and decreased amplitude characteristics of the EMG, M-wave or motor unit potential (MUP) during fatigue can
be found in literature. Moreover, simultaneous decrease and increase in amplitude of MUP and M-wave, detected with indwelling
and surface electrodes, were referred to as paradoxical. In spite of this, EMG amplitude characteristics are predominantly used
when causes for fatigue are analysed. We aimed to demonstrate theoretical grounds for pitfalls and fallacies in analysis of experi-
mental results if changes in intracellular action potential (IAP), i.e. in peripheral factors of muscle fatigue, were not taken into
consideration. We based on convolution model of potentials produced by a motor unit and detected by a point or rectangular plate
electrode in a homogeneous anisotropic infinite volume conductor. Presentation of MUP in the convolution form gave us a chance
to consider power spectrum (PS) of MUP as a product of two terms. The first one, PS of the input signal, represented PS of the
first temporal derivative of intracellular action potential (IAP). The second term, PS of the impulse response, took into account
MFPV, differences in instants of activation of each fibre, MU anatomy, and MU position in the volume conductor in respect to
the detecting electrode. PS presentation through product means that not only changes in MFPV could be responsible for PS shift
as is usually assumed. Changes in IAP duration and IAP after-potential magnitude, affecting the first term of the product, influence
the product and thus MUP PS. Moreover, the interrelations between the two spectra and thus sensitivity of spectrum to different
parameters change with MU-electrode distance because the second term depends on it. Thus, we have demonstrated that theory
does not predict a linear relation between the characteristic frequencies (maximum, mean and median) and MFPV. IAP duration
and after-potential magnitude are among parameters affecting MUP or M-wave PS and thus, EMG PS detected by monopolar and
bipolar electrodes. Usage of single fibre action potential models instead of MUP ones can result in false dependencies of frequency
characteristics. The MUP amplitude characteristics are determined not only by amplitude of IAP, but also by the length of the IAP
profile and source-electrode distance. Due to the IAP profile lengthening and an increase in the negative after-potential, surface
detected EMG amplitude characteristics can increase even when IAP amplitude decreases considerably during fatigue. Increase in
surface detected MUP or M-wave amplitude should not be attributed to a weaker attenuation of the low-frequency components
with distance. Simultaneous decrease and increase in amplitude of MUP and M-wave detected with indwelling and surface electrodes
are regular, not paradoxical. Corner frequency of the high pass filter should be 0.5 or 1 Hz when muscle fatigue is analyzed. The
area of MUP or M-wave normalized in respect of the amplitude of the terminal phase (that is produced during extinction of the
depolarized zones at the ends of the fibres) could be useful as a fatigue index. Analysing literature data on IAP changes due to
Ca2+ increasing, we hypothesised that the ability of muscle fibres to uptake Ca2+ back into the sarcoplasmic reticulum could be the
limiting site for fatigue. If this hypothesis is valid, IAP changes are not a cause of fatigue; they are due to it.
 2002 Elsevier Science Ltd. All rights reserved.

1. Introduction muscle electrical activity. Piper [1] was the first who
observed a reduction in frequency of the surface EMG
Failure to maintain the required or expected force, (Piper rhythm) when a contraction was sustained.
defined as muscle fatigue, is accompanied by changes in Besides such a frequency shift, Cobb and Forbes [2]
found a consistent increase in the amplitude of surface

Corresponding author. Tel.: +359-2-979-21-62; fax: +359-2- recorded EMG. Since then, the studies can be divided
723-787. into investigations directed at discovering signs of
E-mail address: ngdim@iph.bio.bas.bg (N.A. Dimitrova). fatigue and/or causes for fatigue.

1050-6411/03/$ - see front matter  2002 Elsevier Science Ltd. All rights reserved.
doi:10.1016/S1050-6411(02)00083-4
14 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

Nomenclature
IAP Intracellular action potential
Tin Duration of IAP
MFPV Muscle fibre propagation velocity
n Muscle fibre propagation velocity
IS Input signal
IR Impulse response
T Transfer function
OS Output signal
SF Single fibre
SFAP Single fibre action potential
MU Motor unit
MUP Motor unit potential
M-wave Myoelectric signal evoked in response to electrical stimulus
EMG Electromyogram
IEMG Integrated Electromyogram
RMS Root mean square
PS Power spectrum
Fmax Frequency at which power spectrum density reaches its maximum value
Fmean Mean frequency of the myoelectric signal power spectrum density function
Fmed Median frequency of the myoelectric signal power spectrum density function
x Longitudinal position of electrode in respect to end-plates
y Fibre-electrode or MU axis-electrode distance
LSD Longitudinal single differentiating (bipolar) electrode or filter
TSD Transversal single differentiating (bipolar) electrode or filter
IED Inter-electrode distance
SR Sarcoplasmic reticulum

Opinions agree that muscle fiber propagation velocity the EMG, M-wave or MUP during fatigue can be found
(MFPV) decreases with fatigue and that EMG power in the literature. Moreover, simultaneous decrease and
spectrum shifts during fatigue, mainly owing to a slow- increase in amplitude of MUP and M-wave, detected
down of MFPV [3–16]. The fact that spectral character- with indwelling and surface electrodes, were referred to
istics can drop even without any changes in MFPV as paradoxical. Analysis of changes in MUP or M-wave
[17,18], or in proportion exceeding the MFPV changes size and shape with fatigue suggests peripheral factors
[10,11,19–24] has prompted many authors to conclude that contribute (together with the central factors) to
that there must be other factors contributing to the changes in amplitude and spectral characteristics of
observed shift in the power spectrum too. These factors EMG signals. The aim of the present lecture is to point
and the way they could affect EMG spectral character- out the pitfalls and possible fallacies in the interpretation
istics have been so far unknown. of amplitude and spectral characteristics of experimental
Voluntary and electrically elicited EMG signals have results from a theoretical point of view and to analyze
a similar spectral shift during fatigue [13,25]. Simula- possible reasons for EMG changes with fatigue.
tions performed by Lindström and Petersén [7] have
shown the power spectra of interference EMG signals
and of motor unit (MU) potential (MUP) as essentially 2. Methods
similar and dispersion in the action potentials produced
by individual fibers within MU as leading to dramatic 2.1. First attempts to understand the properties of
changes in the MUP power spectrum. Thus, an analysis EMG power spectra
of factors affecting the spectral characteristics of MUPs
or M-waves can help us understand the reasons for EMG Krakau [26] was the first to represent the nerve fibre
power spectrum shift. action potential as convolution between the input signal
The amplitude changes seem to be more complicated (IS) and the corresponding transfer (T) function. In
and contradictory since data on increased, almost accordance with Borel’s convolution theorem, the author
unchanged, and decreased amplitude characteristics of expressed Fourier’s transform of convolution (i.e. of the
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 15

output signal, OS) as a product of Fourier’s transform tance is unknown in experiments, to analyse the pro-
of both (IS and T) functions. Nevertheless, Krakau drew cesses, we have resorted to mathematical modelling of
a conclusion about the effect of velocity on the fre- muscle potentials that do not suffer from these problems.
quency maximum of an action potential power spectrum Not only extracellular potential produced by infinite
following the expression for the transfer function only. fibre [27,28], but also the potential produced by finite
Thus, the property of one term was translated as a pro- length skeletal muscle fibre, as well as by MUs, can be
perty of the product. considered [29,30,44–46] as convolution and thus as the
Krakau did not pay attention to a possible effect of output signal (OS) of a linear timeshift-invariant system.
IS power spectrum on the sensitivity of action potential This gives us a chance to describe the power spectrum
power spectrum. Such an effect can be significant in the in terms of physically well-defined parameters and also
case of signals produced by a single infinite excitable to relate their changes to physiologically clear events.
fibre [27,28] and muscle fibre [29,30]. First temporal derivative of IAP is the input signal
To understand the complicated interplay between dif- (IS) in the case of single fibre action potential (SFAP),
ferent physical and physiological processes that affect MUPs and M-waves. Impulse response (IR) in the case
the recorded EMG signal and its power spectrum, Lind- of single fibre is the sum of potentials generated by two
ström [5] considered the signal filtering in the muscle as dipoles (propagated in opposite directions from the end-
a volume conductor. Attempting to describe the spec- plate to the ends of the fibre) in the corresponding vol-
trum shape in terms of well-defined physical parameters, ume conductor and detected respectively by an electrode
the author related all expressions to the action potential
or multi-electrode. In the case of MUP or M-wave, the
just outside the fibre. In line with Krakau [26], Lind-
corresponding IR is the sum of impulse responses of all
ström noted that all formulas contained the factor 2πf/n,
individual active fibres. Thus IAP amplitude, shape, dur-
which indicated that any change in the MFPV (n) was
ation, and magnitude of negative after-potentials affect
accompanied by translation of the spectrum along the
IS, while distances between electrode and activated
frequency (f) axis. Lindström [5] gave also a mathemat-
ical model describing the effect of the average MFPV fibres, arrangement and longitudinal position of the elec-
(n) on the EMG power spectrum: trode with respect to the end-plate area, volume conduc-
tor properties, location and scattering of the end plates
S(f) ⫽ v⫺2·G(f / v) (1) and fibre ends, desynchronization of fibre activation,
Following this line, Lindström et al. [31], Stulen and De diameters of the fibres, and propagation velocity along
Luca [15], Lindström and Petersén [7], Basmajian and individual fibres affect the corresponding IR.
De Luca [32], Arendt-Nielsen and Mills [20], Zwarts et The volume conductor is assumed to be infinite or
al. [33], Merletti et al. [10,11], Hägg [34], Merletti and semi-infinite, homogeneous and anisotropic (Kan=5). We
Lo Conte [35,36] considered that theory predicted linear have not taken into account the more complicated
relation between all three characteristic frequencies (the restriction of the volume conductor (that increases MUP
median, mean and maximum frequency) and MFPV. and M-wave size), nor the presence of layers of weaker
This statement implies that changes in MFPV act only conductivity (skin and fat) whose effect roughly corre-
as a scaling factor on potential duration and thus, on the sponds to an increase of equivalent source-electrode dis-
potential frequency distribution. However, changes in tances [47,48]. These parameters and their effects remain
MFPV reflect on the source, i.e. on a potential profile unchanged during fatigue, but considerably complicate
existing over the fibre membrane and thus on the poten- description and solution of the problem.
tial field produced by this source. The product of IAP IAP amplitude, duration, and shape during different
duration and MFPV determines the potential profile stages of fatigue have been varied mainly according to
length. We would like to demonstrate the effect of parameters obtained in in vitro experiments by other
changes not only in MFPV but also in IAP during authors [37–43]. The result from in vivo experiment is
fatigue. also taken into consideration [49,50]. Data on changes in
MFPV are taken from single fibre experiments [51,52].
2.2. Fundamentals of SFAP, MUP, and M-wave Since SFAP, MUP or M-wave are expressed through
power spectra convolution, their power spectra are represented in
accordance with Borel’s convolution theorem as a pro-
It is well known from in vitro experiments that, duct of the power spectra of IS and the corresponding
besides MFPV, duration (Tin) of IAP, amplitudes of IAP IR. The source-electrode distance affects the IR power
and negative after-potential change during fatigue [37– spectrum, while the IS power spectrum is distance-inde-
43]. Moreover, duration of different phases of IAP alters pendent. The simulations represented in the paper are
non-simultaneously and in different proportion. Since performed for anotomical parameters of fibres and MUs
individual parameters cannot be affected independently typical for M. biceps brachii.
by an explorer and, as a rule, the source-electrode dis-
16 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

3. Effect of intracellular action potential sitivity of OS power spectrum to changes in parameters


parameters and propagation velocity on spectral that affect not only IR but also IS power spectra.
and amplitude characteristics of motor unit With the increase of distance (y) from the fibre, the
potentials IR power spectrum shifts to a lower frequency (Fig. 4,
left column, from top to bottom). As a result, SFAP
3.1. Spectral characteristics power spectrum becomes sensitive to changes in MFPV
(Fig. 4, second and third column). Nevertheless, changes
3.1.1. Power spectrum of single fibre action potentials in the characteristic frequencies Fmax, Fmed and Fmean with
When potentials are detected close to the fibre, IR MFPV are quite different. Contrary to Fmax (Fig. 4,
(simulated for various MFPV) is in a higher frequency fourth column, curves with ‘o’), Fmed and Fmean can even
range (Fig. 1, left column, middle row) than IS (Fig. increase with decrease of velocity (Fig. 4, fourth column,
1, upper row). Consequently, their product (i.e. power second and third rows, curves with + and ∗). These dif-
spectrum of SFAP) is mainly determined (Fig. 1, left ferences reflect increase in high frequency components
column, lower row) by the frequency range of IS. Thus, in the power spectrum of SFAP with distance. These
although the power spectrum of IS does not depend on components correspond to stepwise discontinuities in IR
MFPV, its effect makes the shift of the resultant power that occur when the propagated unit dipoles reach the
spectrum of OS (i.e. of SFAP) due to MFPV changes fibre ends [45]. The greater the fibre-electrode distance,
insignificant [29,30] and the characteristic frequencies the greater the relative weight of discontinuities is. Irres-
(Fmax, Fmed, Fmean) change only slightly. On the contrary, pective of the fact that their effect could be invisible in
changes in the duration of IAP (Fig. 2, left column, the IR power spectrum, they are visible in the SFAP
upper row) affect the power spectrum of OS strongly power spectrum due to their amplification by the IS
(Fig. 3, left column). The characteristic frequencies power spectrum (Fig. 1, upper row). In the time domain,
decrease considerably and in parallel with the increase this is expressed by increased relative weight of positive
of duration. These results demonstrate that interrelations terminal phases (that reflect extinction of the excitation
between the power spectra of IS and IR can modify sen- waves at the fibre ends) with distance in respect to the
main ones (Fig. 5, left column, from top to bottom).

3.1.2. Power spectrum of motor unit potentials or M-


wave
Lindström and Petersén [7] predicted that spatial and
temporal dispersion of SFAPs produced by individual
fibers within MU, could lead to dramatic changes in the
power spectrum of MUP. Indeed, under intraterritorial
MUP detection, power spectrum of IR for MU (Figs. 1
and 3 middle row, right) is in a much lower frequency
range (due to spatial and temporal dispersion) than that
for SF (Figs. 1 and 3, middle row, left). Consequently,
the IR power spectrum mainly determines the MUP
power spectrum. The latter is also shifted to lower fre-
quency (Figs. 1 and 3, lower row, right). Moreover, it
additionally shifts to lower frequency when MFPV
decreases (Fig. 1, lower row, right). In contrast to SF,
changes in IAP duration practically do not affect the
MUP spectral distribution under intraterritorial MUP
detection (Fig. 3, lower row, compare left and right).
The sensitivity of IR power spectrum to spatial and
temporal dispersion of SFAPs decreases with the
increase of MU axis-electrode distance. Consequently,
IRs for single fibre and for MU are almost identical
Fig. 1. Effect of changes in propagation velocity on power spectra under extraterritorial detection (compare Figs. 4 and 6,
(PS) of impulse responses, IR (middle row), PS of SFAP (lower row, left columns). The low frequency spectral components
OS, left), and PS of MUP (lower row, OS, right) upon 0.2 mm fibre- of SFAP and MUPs that reflect the main phases are also
or MU axis-electrode distance. (upper row) - PS of input signal, IS, almost identical (compare Figs. 4 and 6, second and third
i.e. of the first temporal derivative of IAP. Longitudinal position of
the electrode in respect of the end-plate area was x ⫽ 25 mm. Different columns). The weight of high frequency components
curves are for different velocities (v ⫽ 2, 3, 4 and 5 m/sec). Curves (that reflect the excitation extinction), however, is
with dot are for v ⫽ 2 m / sec. reduced in the MUP power spectrum. In the temporal
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 17

Fig. 2. Effect of increase in IAP duration (upper row), in negative after-potential amplitude (middle row) and of simultaneous increase in IAP
duration and after-potential amplitude (lower row) on IS power spectrum (middle and right column). The left column represents IAPs in time
domain. Curves with dot are for initial IAP, i.e. IAP with the shortest (1 ms) IAP duration, and smallest after-potential. The right column represents
the same as the middle one but a lower frequency range is displayed.

domain, this corresponds to a longer duration and


smaller amplitude of MUP terminal phases (Fig. 5, com-
pare terminal positive phases in left and right columns).
Consequently, all characteristic frequencies of the MUP
power spectrum change in parallel (Fig. 6, fourth
column), contrary to the case of SFAP (Fig. 4, fourth
column). Thus, usage of single fibre action potential
models instead of MUP ones can result in false depen-
dencies of frequency characteristics.
To estimate the effect of changes in IS upon extraterri-
torial MUP detection, let us analyse the effect of increase
in IAP duration (Fig. 2, left column, upper row), in IAP
negative after-potential amplitude (Fig. 2, left column,
middle row), and the effect of simultaneous increase in
both parameters (Fig. 2, left column, low row). Such
changes in IAP could be observed during fatigue. All
these IAP changes result in a considerable enhancement
of low frequency components in the IS power spectrum
(Fig. 2, second column, from top to bottom). The third
column represents the same power spectra but in the fre-
quency range corresponding to that of the power spectra
of IR and MUP under extraterritorial detection. When
combined with velocity decrease observed during
Fig. 3. Effect of increase in IAP duration from 1 to 5 ms on power fatigue, these changes in IS power spectrum affect all
spectra (PS) of IS (upper row), PS of SFAP (lower row, OS, left) and the characteristic frequencies in the same direction as
PS of MUP (lower row, OS, right) upon 0.2 mm fiber- or MU axis-
electrode distance. (middle row) – PS of IR for SF (left) and MU velocity does. This is valid for signal detection with
(right). Longitudinal position of the electrode in respect of the end- monopolar (Fig. 7) as well as bipolar electrode oriented
plate area was x ⫽ 25 mm. Different curves are for different IAP dur- transversally (Fig. 8) or longitudinally (Fig. 9). Irrespec-
ation. Curves with dot are for the shortest (1 ms) IAP duration. tive of the type of detection, increase in the IAP duration
(lines with ‘o’) or in IAP after-potential amplitude (lines
with ‘∗’), as well as their combination (lines with ‘+’)
cause a stronger decrease of the characteristic fre-
18 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

Fig. 4. Effect of changes in velocity (from 2 to 5 m/s in 1m/s step) on power spectra (PS) of IR of single fibre (left column) and PS of SFAP
represented in absolute (second column) and relative units (third column). Fourth column represents change in characteristic frequencies Fmax
(curves with ‘o’), Fmean (curves with ‘∗’), and Fmed (curves with ‘+’). Different rows are for different fibre-electrode distances: y ⫽ 6 mm (upper
row), y ⫽ 12 mm (middle row) and y ⫽ 18 mm (lower row). Curves with dot are v=2 m/s.

Fig. 5. Effect of changes in velocity (from 2 to 5 m/s in 1m/s step) on SFAP (left column) and MUP (right column) detected at different fibre-
or MU axis-electrode distances (y). Longitudinal position of the electrode from the end-plate region was 25 mm. The fibres were with asymmetrical
position of the end-plates in respect to the end-plates (mean fibre length was 120 mm, shorter fibre semilength was 55 mm). Curves with dot are
for v ⫽ 2 m /s. Negativity is upward. The terminal phases are positive (downward).

quencies than when induced only by MFPV decrease 3.1.3. Effect of the longitudinal position of electrode
(lines without markers). The effect is prominent at any on characteristic frequencies
studied distance from MU axis (different columns in As Lindström and Petersen [7], Roy et al. [53], Lateva
Figs. 7, 8 and 9). et al. [54], Dimitrov and Dimitrova [29], Hogrel et al.
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 19

Fig. 6. The same as Fig. 4 but for motor unit.

Fig. 7. Reduction of the characteristic frequencies Fmax (upper row), Fmean (middle row) and Fmed (lower row) of MUP detected by a monopolar
electrode at 25 mm from the end-plate region. Different curves represent changes induced by reduction in MFPV (solid lines without mark);
reduction in MFPV combined with increase of IAP duration (lines with ‘o’); reduction in MFPV combined with increase of negative after-potential
(lines with ‘∗’) as well as reduction in MFPV combined with increase of IAP duration and negative after-potential amplitude (lines with ‘+’).
Different columns are for different MU axis – electrode distances (y): y ⫽ 6 mm (left column); y ⫽ 12 mm (middle column); y ⫽ 18 mm (right
column).

[55], Dimitrova et al. [46], and Farina et al. [56,57] have Okada [60]; Dimitrova et al. [61]; Lateva et al. [54];
found out, longitudinal position of the electrode affects Doud and Walsh [62]; Mannion and Dolan [63]; Dimi-
SFAP and MUP power spectra. The range of frequency trov and Dimitrova [45]; Dimitrova et al. [46]; Cechetto
deviations due to moving the electrode along the muscle et al. [64]) can compromise the results obtained under
can be considerably (about 3–4 times) greater than that dynamic contraction, when detecting electrode can move
induced by the maximum change in the negative after- together with the skin. To overcome this problem at least
potential amplitude (Fig. 10) or in IAP duration. This partially, one could use a long plate electrode (oriented
fact, and the effect of fibre length on power spectrum with its longer side along the fibre length) for monopolar
(Lindström et al., [6]; Bazzy et al. [58]; Inbar et al. [59]; detection, or two plate electrodes for a belly-tendon
20 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

Fig. 8. The same as Fig. 7 but for signal detected by transversal single differentiating electrode (TSD) with IED ⫽ 10 mm.

Fig. 9. The same as Fig. 7 but for signal detected by longitudinal single differentiating electrode (LSD) with IED ⫽ 10 mm.

detection with one long (for example 80 mm in the case increase, slight (insignificant) change and decrease of
of biceps brachii) pole at the muscle belly and the other EMG amplitude with fatigue are reported in literature
pole at the tendon beyond any end of the active fibres (see for example De Luca [65], and Fitts [66]). Data on
(Fig. 11). differences in the character of EMG amplitude changes
have prompted many investigators to conclude that
3.2. Amplitude characteristics amplitude characteristics are not reliable [3,16,67]. In
spite of this, EMG signals in the time domain and signal
3.2.1. Literature data on amplitude characteristics and amplitude characteristics are predominantly used when
causes of fatigue causes for fatigue are analysed [3,4,9,12,14,49,50,68–
Contrary to spectral characteristics that change 91].
roughly in parallel with the force decline during fatigue, Comparing voluntary and electrically excited tension
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 21

Fig. 10. Longitudinal variation of Fmean of power spectra of signals detected by point monopolar (upper row) or longitudinal single differentiating
(bipolar) electrode with IED ⫽ 10 mm (lower row) located at different MU axis-electrode distances (columns from left to right are for y ⫽ 0,6,12
and 18 mm, respectively). Different curves are for different negative after-potentials. Curves with dot are for the smallest negative after-potential.

Fig. 11. Longitudinal variation of Fmean of power spectra of signals detected at 18 mm from MU axis by monopolar plate electrodes (upper row)
or belly-tendon electrodes (lower row) of different length (L) oriented along the fibres. The electrode width was 5 mm. Position of the electrode
corresponded to geometrical centre of the plate located at the belly. The second plate of the belly-tendon electrode was located at the tendon. Its
dimensions (40 mm x 5 mm) were maintained unchanged. Different curves are for different negative after-potentials. Curves with dot are for the
smallest negative after-potential.

with EMG signals in the time domain and signal ampli- sate for the decrease in force of contraction). Others attri-
tude, Merton [81] obtained results that became an bute the increased EMG amplitude to an increased firing
important landmark in the studies of fatigue. The author frequency, and/or synchronization of MU recruitment
has shown that reduced force production can be without [67,99–106]. Central mechanisms may contribute to the
a decline of signal amplitude. Merton concluded then increase of EMG amplitude (RMS) and area, but they
that the site of fatigue was peripheral and the reduced cannot explain an increase of MUP or M-wave ampli-
central drive, as well as the impaired neuromuscular tude. Many investigators [9,14,17,49,50,70,71,75,107–
transmission was unimportant. Naess and Stom-Mathi- 114] have found a decrease in MUP or M-wave ampli-
son [83], Krnjevič and Miledi [78,79], Stephens and tude, preceded by its increase. Only peripheral mech-
Taylor [91] have challenged the latter conclusion. anisms should be responsible for this.
Bigland-Ritchie [92] remarked that, “… traditionally, if Duchateau and Hainaut [108] have explained the
force loss is accompanied by a parallel decline in electri- initial increase in amplitude by a reduced dispersion
cal activity, fatigue is attributed to failure of excitation; between potentials generated by individual fibres in the
but if the electrical activity is undiminished, the failure is result of presynaptic and/or end-plate potentials facili-
attributed to the contractile system”. Many authors have tation. Fitch and McComas [109] have assumed that the
shared this opinion [7,68,74,82,87,93]. An increase in initial increase in amplitude is most probably a function
the muscle fibre excitation threshold obtained in a num- of the supernormal period of excitability of muscle
ber of studies [41,76,78,94–97] has supported this tra- fibres. Later on, Hicks and McComas [49], Hicks et al.
dition. It is unclear, however, whether there are other [75], and McComas et al. [50] have attributed aug-
factors that could evoke decline in electrical activity. mentation of the M-wave amplitude to enhanced elec-
The increase of EMG amplitude is more difficult to trogenic Na+ - K+ pumping, resulting in the increase of
explain. Following Edwards and Lippold [98], many IAP amplitude. In line with this, Hicks and McComas
authors attribute the increased EMG amplitude and area [49] have proposed to use the change in M-wave ampli-
to recruitment of additional MUs (necessary to compen- tude as an indirect index of Na+ - K+ pumping in intact
22 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

human muscles. Celichovski et al. [107] have maintained at the end plates (leading edge) and its extinction at the
that increase in action potential amplitude in individual fibre ends (terminal phases), as well as phases that reflect
muscle fibres seems improbable, and similarly to Duch- propagation of depolarized zones from the end plates to
ateau and Hainaut [108], explained the augmentation of the fibre ends. Since the formation of an electric field
M-wave amplitude with a better synchronization of and its magnitude is essentially a spatial problem, the
potentials from individual fibres. Furthermore, Cupido et size of individual SFAP is determined by the IAP profile
al. [71], who supported idea on enhanced pumping, have whose effect is distance-dependent. So are the MUP or
realised that the progressive rise in extracellular [K+] M-wave amplitudes.
during contraction should precede the enhanced Na+ - To understand changes in MUP, M-wave and EMG
K+ pumping and, consequently, the M-wave would begin signal amplitude with fatigue, let us consider changes in
to diminish from the onset of contraction due to depolar- SFAP or MUP amplitude with IAP profile (or depolar-
ization of the muscle fibres. The authors were surprised ized zone over the fibre membrane) lengthening due to
by the lack of any immediate decline in M-wave in their increase of IAP duration or MFPV. The potential gener-
experiments. Thus they assumed as a more attractive ated by an individual depolarized zone could be con-
explanation of paradoxical augmentation of M-wave the sidered as that produced by two oppositely directed
more effective summation of individual potentials due stacks of distributed dipoles located at the fibre axis
to increase of IAP duration and prominent negative after- [121]. The stacks correspond to the fibre portions that
potentials. Nevertheless, Chan et al. [70] also explained are in phase of de- and repolarization, respectively. Since
enlargement of M-wave with the increase of IAP ampli- each stack produces a dipole field [121], the source could
tude due to membrane hyperpolarization and with the be schematically represented by two oppositely directed
prolongation of negative peak duration of the individual equivalent point dipoles (Fig. 12). At small fibre-elec-
muscle fiber potentials as a result of propagation velo- trode distances (Fig.12, y1), the distance between the two
city slowdown. dipoles is much greater than y1. Thus, interaction
Simultaneous increase in RMS of EMG recorded by between the opposite in sign potential fields produced
surface electrodes and decrease in RMS of EMG by these dipoles is relatively weak. Nevertheless, max-
detected by needle electrodes is classified [32,115,116] ima of the negative fields (Fig. 12, dashed lines) from
as a ‘paradox’, although it has been predicted earlier that opposite dipoles are in the region between the dipoles
increase in the length of depolarization zone could lead and the negative fields enforce each other. Increasing the
to similar changes in SFAP amplitude, depending on distance between the dipoles (Fig. 12, right scheme) will
fibre-electrode distance [117–120]. Furthermore, Gydi- result in reduction of the additional negative potential
kov et al. [110] have used this dependence to explain an from the other dipole and thus in decrease of the extra-
increase in the amplitude of MUP detected with a more cellular potentials detected at these short distances. The
distant surface electrode and a simultaneous decrease in resulting potential field has dipole character.
the amplitude of MUP detected with a closer surface When the fibre-electrode distance is not very small
electrode. Opposite changes in the amplitudes of M- (Fig. 12, y3), interaction between the two oppositely
waves detected by intramuscular and surface electrodes directed fields becomes significant. In this case the aver-
can be also seen in Moritani et al. [14] (compare their age fibre-electrode distance (y3) for the studied SF or
Fig. 3 with their Figs. 5 and 6). The authors have noticed MU is greater than the distance at which the sites of
that surface detected M-wave in the beginning of stimu- maximum negative potentials produced by each equival-
lation with 20 and 50 Hz increases, while M-wave simul- ent dipole coincide (Fig. 12, left scheme, y2 = b/√2,
taneously detected by intramuscular electrode, decreases. where b is the inter-dipole distance). Distance (d)
The authors have not explained the increase, while the between the points with maximum negative potential
decline of intramuscular M-wave has been attributed to (Fig. 12, left scheme, y3) decreases with the increase of
reduction in muscle membrane excitability. Zijdewind et distance between the two equivalent dipoles (Fig. 12,
al. [114] also considered as paradoxical the simultaneous right scheme, y3). Consequently, if the strength of
rise and fall of the EMG signal amplitude measured at dipoles in both schemes is maintained unchanged, the
different sites of the human first dorsal interosseus mus- negative potential produced by the two dipoles at y3
cle during sustained contractions, at 50% maximum vol- should be higher in the right-hand scheme where nega-
untary contraction. tive maxima coincide.
At larger distances from the fibre (Fig. 12, left
3.2.2. Effect of IAP spike lengthening on SFAP and scheme, y4), the negative maximum of one dipole (Fig.
MUP amplitude 12, dashed lines) is produced in the region where the
Besides in the form of convolution, MUP or M-wave other dipole produces a high positive potential. Inter-
can be also represented as a linear summation of tem- acting, the overlapping fields diminish each other every-
porally and spatially dispersed single fibre action poten- where, except in the region between the zero lines (Fig.
tials. SFAPs have phases reflecting the excitation arising 12, dotted lines) where both potentials are negative, but
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 23

Fig. 12. Schematic presentation of differences in interaction between dipole fields produced by short (left scheme) and long (right scheme) IAP
spike profiles at different radial distances y (dashed-dotted lines) of the electrode. In both schemes, the left and right point equivalent dipoles
substitute for the distributed dipoles corresponding to the IAP phase of de- and repolarization, respectively. Different lines represent zero lines
(dotted lines), positions of the positive maxima (solid lines) and negative maxima (dashed lines) of the individual dipole fields. See text for
more details.

their magnitude is rather small and close to zero. At such dot), and increases at large distances from the fibre. This
distances from active fibres a quadruple character of the corresponds to the theoretically predicted dependence
potential field prevails. Increasing the IAP profile length [119].
and thus the distance between the dipoles (Fig. 12, right In the case of MUP or M-wave, the character of
scheme), reduces interaction between the opposite fields dependence is almost the same at large distances (Fig.
(that diminishes them) and thus increases the extracellu- 13, middle and right columns, lines without marker).
lar potentials at these source-electrode distances. The Also, it is almost the same in cases of detection by
increase will continue approximately up to length of the bipolar electrode, irrespective whether the electrode is
depolarized zone b=y4∗√2. oriented transversally (TSD) or longitudinally (LSD) to
Thus, SFAP amplitude (Fig. 13, left column) the fibre (Fig. 14). The greater the MU axis-electrode
decreases with lengthening of IAP spike profile when distance, the greater the MUP amplitude relative
the observation point is close to the fibre (curves with increase. Difference in changes of SFAP and MUP

Fig. 13. Effect of increasing in the length of depolarized zone (i.e. of IAP spatial profile) on amplitudes of SFAP (left column) and MUP detected
at different longitudinal distance (x) of a monopolar electrode from the end-plate area. MUPs above end-plate area, x ⫽ 0 mm (middle column)
or at x ⫽ 25 mm (right column) are represented for two cases of the length increase: at the expense of increase in MFPV (upper row) and at the
expense of increase in IAP spike duration (lower row). SFAP was not affected by the way of increasing in the length of depolarized zone. Different
curves are for different fibre-electrode or MU axis-electrode distance (from top to bottom y ⫽ 18,12,6, and 0 or 0.2 mm). Curves with dot are for
the shortest distance from the fibre (y ⫽ 0.2 mm) or MU axis (y ⫽ 0 mm).
24 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

Fig. 14. Effect of increasing in the length of depolarized zone (i.e. of IAP spatial profile) on amplitudes of MU signals detected by transversal
(TSD) and longitudinal (LSD) single differentiating electrodes. (left and middle columns) are for TSD electrode located at longitudinal distance
x ⫽ 0 and x ⫽ 25 mm from the end-plate area, respectively. (right column) is for LSD electrode located at longitudinal distance x ⫽ 25 mm from
the end-plate area. The signals are represented for two cases of the length increase: at the expense of increase in MFPV (upper row) and at the
expense of increase in IAP spike duration (lower row). Different curves are for different MU axis-electrode distances (from top to bottom y=18,12,6,
and 0 mm). Curves with dot are for the shortest distance from MU axis (y ⫽ 0 mm).

amplitudes with IAP profile lengthening is more con- (Fig. 15). This is valid for SFAP (Fig. 15, first and
siderable under intraterritorial detection. Radial decline second rows) and MUP detected monopolarly (Fig. 15,
of SFAP decreases with IAP profile lengthening third and fourth rows) or bipolarly (Fig. 15, fifth row).
[119,122,123]. Consequently, MUP amplitude (in con-
trast to SFAP amplitude) can increase with IAP profile
lengthening even under intraterritorial detection (Fig. 13, 4. Simulation of peripheral muscle fatigue
middle and right columns, lines with dot) due to the
enhancing effect of more distantly located muscle fibres. 4.1. Simultaneous variations of IAP parameters and
When IAP profile lengthening is due to MFPV increase, MFPV during fatigue
however, the slopes of the curves are lower than under
IAP duration increase. This is due to the higher temporal Since not only MFPV decreases during fatigue, let us
dispersion of potentials from individual fibres under analyze the changes in MUPs due to the corresponding
velocity increase. simultaneous variations of IAP amplitude, duration and
The obtained results show that the MFPV decrease shape (including after-potentials), MFPV and desynch-
has to shorten IAP profile length and thus to result in a ronization in activation of individual muscle fibres.
lower amplitude of MUP detected from skin surface (at As direct in vivo data on changes in IAP
large MU-electrode distance). This is irrespective of sim- accompanying fatigue in humans are lacking, we have
ultaneous shift in the signal power spectrum to lower relied on data obtained in vitro. As such experiments
frequencies due to MFPV decrease (Figs. 7, 8 and 9). have shown [37–43], few stages of IAP alteration can
Thus, the increase in surface detected MUP or M-wave be distinguished during repetitive stimulation of muscle
amplitude during fatigue should not be attributed to a fibres. Initially IAP spike duration increases mainly at
weaker attenuation of the lower-frequency components the expense of a slowdown of IAP repolarization phase.
with distance, as Stulen and De Luca [116], De Luca The rate of IAP rise remains practically unchanged,
[115], and Basmajian and De Luca [32] believed. while IAP amplitude slightly decreases. On the contrary,
The increase in negative after-potential amplitude the amplitude of the early negative after-potential
(Fig. 2, left column, second row) can be considered as increases. Subsequently, the absolute value of the resting
lengthening of IAP duration and thus of IAP spatial pro- potential, spike amplitude, and rate of IAP rise decrease,
file. It could be represented schematically as an along with a further slowdown of the IAP falling phase
additional distance increase between the two oppositely and an amplitude increase of the early negative after-
directed equivalent dipoles (Fig. 12). The greater the potential. We have divided the in vitro observed IAP
MU-electrode distance, the greater the effect of negative changes during fatigue into four stages (Fig. 16). The
after-potential increase on amplitude characteristics is initial parameters characterizing IAP before fatigue are:
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 25

Fig. 15. Effect of increase in negative after-potential amplitude (percent in respect to IAP spike amplitude) on relative changes in amplitude (left
column), RMS (middle column) and area (right column) of signals produced by a single fibre (SF) or motor unit (MU). Different rows are for
monopolar detection from SF at longitudinal location of the electrode, x ⫽ 0 mm (upper row) and x ⫽ 25 mm (second row), monopolar detection
from MU at x ⫽ 0 mm (third row) and x ⫽ 25 mm (fourth row), and for detection of MU signals with bipolar LSD electrode (IED ⫽ 10 mm) at
x ⫽ 25 mm (lower row). Different curves are for different fibre-electrode or MU axis-electrode distances (from top to bottom y ⫽ 0 or (0.2), 6,
12, and 18 mm). Curves with dot are for the shortest distance from the fibre (y ⫽ 0.2 mm) or MU (y ⫽ 0 mm) axis.

characterizing the different stages of fatigue are rep-


resented in Table 1.
Data on simultaneous MFPV changes are necessary
to determine changes in IAP spatial profile during
fatigue. We have taken 4.0 m/s for initial MFPV corre-
sponding to the muscle state before fatigue. During indi-
vidual stages of fatigue it was 3.5, 3.25, 3.1, 3.05 m/s
respectively. These values correspond to those obtained
in human single muscle fibre experiments [51]. Since
the increase of IAP spike duration exceeds the relative
decrease in MFPV, IAP spike profile length increases
during fatigue. This corresponds to the results reported

Table 1
Changes in the IAP parameters with fatigue in respect to initial ones
(100%)

Fig. 16. Intracellular action potential (IAP) in temporal domain for Stage IAP Depolarization Repolarization After-potential
different stages of fatigue. Curve with dot is for initial stage. of amplitude duration (%) duration (%) amplitude (%)
fatigue (%)

IAP amplitude -120 mV; depolarization duration -0.7 1 98 100 130 200
ms; repolarization duration -1 ms, and negative after- 2 93 120 170 300
3 80 150 220 400
potential amplitude -3.5 mV. We have assumed them as 4 50 200 300 600
totalling 100%. The relative values of IAP parameters
26 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

by Juel [76] from in vitro experiments of mouse ever, at 18 mm, and IED ⫽ 10 mm, the amplitudes
fatiguing. decrease during the last stage of fatigue.

4.2. Changes in signal amplitude during fatigue 4.3. Change in duration of different MUP phases
during fatigue
Amplitudes of MUP (detected by a monopolar
electrode) corresponding to the first two stages of fatigue Alterations in duration of IAP (Tin) or/and MFPV
are greater than the amplitude during the initial phase, determine the changes in duration of MUP negative
even at y ⫽ 6 mm from MU axis (Fig. 17, left column, phase. The effects are also distance dependent. In gen-
upper row and Fig. 18, left column, upper row, the curve eral, at small and medium distances, changes in Tin
with marker). This is due to the IAP spike lengthening mainly affect the duration of MUP negative phase. At
and negative after-potential increase, irrespective of the large distances, changes in MFPV and negative after-
smaller IAP amplitude (Fig. 16) and MFPV. However, potentials are the main factors affecting MUP or M-wave
this effect is insufficient to compensate for a greater duration. However, there are differences between the
decrease of IAP amplitude during subsequent stages effects depending on the position of the detecting elec-
(third and fourth) of fatigue. At 6 mm from MU axis, trode: midway between the end plate area and tendons,
MUP amplitude decreases during the third stage and in or above the end plate region. In the latter case, Tin
the last stage of fatigue reaches a lower value than that affects negative MUP duration even at large distances.
before the fatigue (Fig. 17, left column, upper row and Terminal phases of SFAPs repeat the shape and dur-
Fig. 18, left column, upper row, the curve with marker). ation of IAP and do not depend on MFPV. Their polarity
The effect of the negative after-potential increases is positive above the fibres (Fig. 5, left column) and
with MU-electrode distance (Fig. 15). Thus MUP ampli- negative behind the fibre ends [117]. In MUPs or M-
tude increases during the third stage of fatigue at 12 and waves, the shape of terminal phases represents the sum
18 mm and even during the fourth stage at 18 mm from of asynchronous IAPs according to the arrival times at
the MU axis (Fig. 17, left column, second and third rows the fibre ends, which depend on scattering of the end-
and Fig. 18, left column, upper row). The character of plates and ends of the fibres and on asynchrony in fibres’
changes in amplitude of MU signal detected by TSD activation and MFPV along individual fibres (Fig. 5,
(Fig. 17, second and third columns; Fig. 18, left column, right column). Also, duration of the terminal phase does
second and third rows) and LSD (Fig. 17, fourth column; not change with distance from the source, although its
Fig. 18, first column, fourth row) electrodes is similar relative weight in detected potentials increases with the
to that described for MUP monopolar detection. How- increase of source-electrode distance.

Fig. 17. Simulated changes in MU signals detected by monopolar and bipolar electrodes during different stages of fatigue at different distances
(y) from MU axis (different rows). Different columns are for monopolar electrode located at 25 mm longitudinal distance (x) from end-plates area
(left column), for transversal single differentiating (TSD) electrode located at x ⫽ 0 mm (second column) or at x ⫽ 25 mm (third column), for
longitudinal single differentiating electrode (LSD) located at x ⫽ 25 mm (right column). Different curves correspond to different stages of fatigue.
Curves with dot are for initial stage. IED ⫽ 10 mm for bipolar detection.
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 27

Fig. 18. Relative changes in amplitude (left column), RMS (middle column) and area (right column) of the MU signals detected at different
distances (y) from MU axis. Different rows are for monopolar electrode located at 25 mm longitudinal distance (x) from end-plates area (upper
row), for transversal single differentiating (TSD) electrode located at x ⫽ 0 mm (second row) or at x ⫽ 25 mm (third row), for longitudinal single
differentiating electrode (LSD) located at x ⫽ 25 mm (lower row). Different curves are for different distances (y) from MU axis (from top to
bottom y ⫽ 18, 12, and 6 mm). Curves with dot are for the smallest MU axis-electrode distance (y ⫽ 6 mm).

MUP duration increases with fatigue. At 6 mm from last stage of fatigue (Fig. 18, right column, upper curves)
the MU axis this is due to an increasing IAP spike dur- irrespective of 50% reduction in amplitude of IAP. How-
ation and to decreasing propagation velocity. At 12 and ever, RMS changes non-monotonously like MUP ampli-
18 mm from MU axis, far from the innervation zone and tude (Fig. 18, middle column).
tendons, duration of the MUP negative phase is practi- The presented results show that simultaneous decrease
cally unaffected by the IAP spike duration, contrary to and increase in amplitude of MUP and M-wave detected
the effect of after-potential enlargement. This is like in with indwelling and surface electrodes are not paradoxi-
the case of infinite fibres [118,124]. The terminal phase cal. Distance-dependent amplitude characteristics of
duration increases both with IAP spike duration and SFAP, MUP and M-wave can explain this, taking into
after-potentials increase. account a possible lengthening of IAP profile during
fatigue. The character of changes in amplitude character-
4.4. Changes in MUP area and RMS during fatigue istics discussed for monopolar detection of MUP and M-
wave [125] is valid for bipolar detection, irrespective of
Amplitude characteristics, such as MUP or M-wave longitudinal or transversal electrode orientation (Figs. 17
area, and RMS, combine the effects of changes in MUP and 18 for TSD and LSD).
or M-wave amplitude and duration that are not correlated Since not only fatigue, but the level of muscle force
directly. Consequently, amplitude characteristics (Fig. also affects EMG amplitude and frequency character-
18, middle and right columns) can alter in a way differ- istics, Luttmann et al. [8] and Hägg et al. [4] have pro-
ent from that of amplitude changes (Fig. 18, left posed the Joint Analysis of EMG Spectrum and Ampli-
column). Nevertheless, the character of changes is dis- tude (JASA) method. In accordance with this method,
tance-dependent and MUP area or RMS could also however, muscle fatigue could be misclassified as ‘force
increase, remain almost unchanged, or decrease during decrease’ in smaller or more superficial muscles, as well
fatigue. As a result of simultaneous changes in MUP as in the final stages of fatigue or during maximum vol-
amplitude and duration, MUP area increases more ume contraction, when EMG amplitude decreases [14].
strongly than MUP amplitude and its value at 18 mm The results presented above demonstrate that changes
from the MU-axis continues to increase even during the of EMG amplitude characteristics with fatigue can be
28 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

contradictory and misleading, if the distance-dependent


effects of changes in the IAP spike length, duration,
propagation velocity, and negative after-potentials are
not taken into account and the distance from active fibres
is not controlled. This can be a reason why Gerdle et al.
[3] failed to find a close correlation between RMS and
peak torque, in contrast to simultaneously decreasing
mean frequency and peak torque.

4.5. Fatigue index

To overcome the contradictory changes in EMG


amplitude characteristics with fatigue due to distance-
dependent effects, one could try using the properties of
MUP or M-wave terminal phases. Since the shape of the
terminal phases represent that of the sum of asynchro-
nous IAPs according to the arrival times at the fibre ends,
their duration does not change with distance from the
source. The area of terminal phase normalized in respect
of their amplitude increases not only under larger tem-
poral dispersion in fibres activation as in the case of rein-
nervated MU [126], but also under increasing IAP dur-
ation, negative after-potentials, and under MFPV
decrease. The area to amplitude ratio of the terminal
phase does not depend on the source-electrode distance
and volume conductor properties but it could be difficult
to determine its onset.
To overcome this problem, one could use the signal
positive area or signal area instead of the terminal phase
area. This is because the signal should be without DC
component [127]. The obtained index also monoton-
ically increases with fatigue (Fig. 19), except in the case
of monopolar or transversal single differentiated elec-
trode, when there is a positive phase before the negative
one. This problem could be avoided, if monopolar or Fig. 20. Effect of type of IAP after-potential and of high—pass filter
transversal single differentiated electrode is positioned on shape of MUPs detected by a monopolar electrode. (upper row)—
Intracellular action potentials (IAP) with negative after-potential (curve
above the end-plate area, or if a belly-tendon electrode
with circle), without after-potential (curve without mark) and with
is used. However, an additional masking problem could positive after-potential (curve with filled circle); (middle row) - MUPs
appear, if the corner frequency of the high pass filter is produced by the corresponding IAPs and (lower row) the same MUPs
20 Hz, as is generally recommended [32]. In this case, after applying a filter that cuts off frequencies within the 0–20 Hz
the positive terminal phase could be seen as biphasic range.
(positive-negative), even in the case when IAP has a
negative after-potential (Fig. 20, lower row).

Fig. 19. Index of fatigue, i.e. relative changes of normalized (in respect of the terminal phase amplitude) area of MU signal detected by monopolar
(left column), transversal single differentiating, TSD (second and third columns) and longitudinal single differentiating LSD (fourth column)
electrodes under different stages of fatigue. Different curves correspond to different MU axis-electrode distances (y ⫽ 6, 12, and 18 mm). Curves
with dot are for the smallest MU axis-electrode distance (y ⫽ 6 mm). (x) denotes longitudinal position of the electrode from the end-plate area.
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 29

4.6. Changes in spectral characteristics during fatigue could be also due to changes in the negative after-poten-
tial during fatigue. A considerable widening of the ter-
As it could be expected, the spectral characteristics minal positive phase (reflecting increase of the negative
decrease during fatigue in proportion exceeding the after-potentials) could be noticed in recordings perfor-
MFPV changes, irrespective of electrode type, arraign- med by Hainaut and Duchateau [129], Fig. 1 and Mer-
ment and distance of the electrode from the end-plate letti and Lo Conte [130,36], Fig. 1 during fatigue.
region (x) and from MU axis (Fig. 21). However, the effect of the negative after-potentials is
analysed only in a few studies [29,124,127,131,132],
4.7. The corner frequency of the high pass filter although it has been known that it could change with
necessary to register signs of fatigue fatigue [37,38,42]. The effect of negative after-potentials
on EMG signal shape is also analyzed [30,46,133,134]
4.7.1. Literature recommendations after the publication of European recommendations.
Basmajian and De Luca [32] recommended 20 Hz as Since the EMG spectrum includes relevant information
a corner frequency of the high pass filter for surface concerning the changes of negative after-potentials
detected EMG signal. This is because motion artifacts within a frequency range below 10 Hz [127,132], the
are generally in a lower frequency range and because corner frequency of the high pass filter should be 0.5 or
the frequency components of the EMG signal below 20 1 Hz when muscle fatigue is analyzed. The use of active
Hz are unstable and fluctuate unpredictably. These electrodes made of non-polarizable material [135,136]
reasons are also confirmed in the European recommen- should solve (at least partially) the problems with motion
dations on signal processing methods [128]. The rec- artifacts and polarization of the electrode.
ommended low frequency cut-off for EMG spectral
analysis is, however, reduced there to 10 Hz. This is 4.7.2. Improper filtering or IAP with a positive after-
motivated by the fact that, in some cases, the EMG spec- potential?
trum includes relevant information concerning the fre- Shape of terminal phases in signals detected monopol-
quency rates of active MUs within this frequency range. arly is closely related to that of IAP. If the electrode is
The unwanted low frequency components in EMG signal located above the end-plate region, the terminal phase

Fig. 21. Relative changes in velocity (bold lines) and in characteristic frequencies (columns from left to right are for Fmax, Fmed and Fmean,
respectively) induced by combined changes in parameters with fatigue. Different rows are for MU signal detected by monopolar (upper row), TSD
(second and third rows) and LSD (fourth row) electrodes. Different thin curves are for different distances (y ⫽ 6, 12, and 18 mm) from MU axis.
Curves with dot are for the smallest MU axis-electrode distance (y ⫽ 6 mm). (x) denotes longitudinal position of the electrode from the end-
plate area.
30 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

must be positive (Fig. 20, middle row, curves without because the EMG signal can increase (due to a lengthen-
marker and with empty circle) when the IAP is without ing of IAP profile and negative after-potential
after-potential or with a negative after-potential (Fig. 20, increasing) without alterations in neural input and
upper row, curves without marker and with empty recruitment of additional MUs. An increased EMG
circle). However, one can see (Fig. 1 in McComas et amplitude as a measure or an index of fatigue [146–149]
al. [50], and Fig. 2 in McFadden and McComas [137]) can also be misleading because (irrespective of consider-
positive-negative terminal phase in recordings performed able IAP changes with fatigue) EMG amplitude could
in the proximity of a motor point during fatigue. The change only slightly or even decrease at a rather small
pattern of terminal phases in the latter figures is very or medium distance from the active fibres.
similar to that shown in our Fig. 20 (middle row, curve The results described show that IAP change must be
with filled circle) when MUP is simulated for IAP with taken into account for a correct interpretation of EMG
positive after-potential (Fig. 20, upper row, curve with changes with fatigue. On the other hand, a question on
filled circle). IAP detected by the authors after stimu- sequence of events resulting in changes of IAP arises.
lation (Fig. 1 in Hicks and McComas [49], and Fig. 5 Analysis of literature data on relations between Ca2+
in McComas et al. [50]) also demonstrates slight signs increase and changes in IAP, could result in the follow-
of a positive after-potential. The control recording of M- ing hypothesis on processes affecting muscle fibre poten-
wave performed before stimulation, however, shows no tials during fatigue.
sign of positive after-potential. Does this mean that the
after-potential becomes positive in certain conditions
during fatigue or the amplifiers used by the authors were 5. Hypothesis: Ability of muscle fibres to uptake
not very stable? The amplifiers were reported to be with Ca2+ back into the sarcoplasmic reticulum could be
pass-bands of 5–5kHz. However, if the corner frequency the limiting site for fatigue
of high-pass filter is about 20 Hz, MUPs for IAP with
any after-potential should demonstrate signs of the ‘pres- Rates of Na+ influx in muscle fibres and K+ efflux
ence’ of positive after-potential in IAP (Fig. 20, lower from them are increased during muscle activity. The
row). Thus, if one could rely on recordings, it would be finding that K+ is accumulated extracellularly and Na+
possible to extract information about dynamics of IAP intracellularly suggests that activation of the Na+ - K+
processes basing on non-invasive methods of signal pump is insufficient [150], or that the pump capacity is
detection, i.e. without microelectrode technique. limited [150,151]. Thus, extracellular K+ accumulation
occurs [86,88,152–156] despite the fact that the Na+ -
4.8. Interpretations of EMG changes during fatigue K+ pumps are adapted to the increased demand during
could be misleading, if the effects of IAP profile activity [73,157].
lengthening and negative after-potential increase are Increased extracellular K+ induces a decrease in the
not taken into account membrane potential, which in turn causes a reduced
amplitude and propagation velocity of IAP [76,158].
The possibility of different distance-dependent Reduction in transmembrane concentration gradients for
changes in MUP or M-wave amplitudes with fatigue Na+ and K+ may interfere with excitability of the fibres
makes searching for the cause of muscle fatigue on the [69,76,80,84,88,156,159,160]. Excitability of muscle
basis of association or dissociation of force and fibres is suppressed at high extracellular K ⫹ [76,161–
accompanying it electrical activity [58,74,77,82,87, 165]. Since IAP is the first step in the chain of excitation-
92,93,138,139] not very reliable, if the distance-depen- contracting events [166,167], it has been suggested that
dent effect of IAP profile changes is not taken into alteration in sarcolemma function induces muscle fatigue
account. The ratio between RMS-amplitude of each by preventing cell activation [86,88,90]. Edwards [168]
EMG burst and the mean force generated in that burst has suggested that cell depolarization would provide a
can hardly be a measure of neuromuscular efficiency safety mechanism to protect the cell against ATP
[102,140,141] since decline in electrical activity can depletion and Ca2+ accumulation.
occur without failure of excitation. Increased Reduction in transmembrane concentration gradients
IEMG/force ratio can also hardly indicate that more neu- for Na+ and K+ during muscle activity should take place
ral energy than before is needed for the production of not only in fast fatigable, but also in slow, fatigue-resist-
certain muscle tension after fatigue loading [142]. The ant muscle fibres. Thus, it can not explain more pro-
same is valid also for the ratios between muscle tension nounced fatigability of the fast muscle fibres. Besides,
and M-wave parameters [143]. the IAP changes are coupled with contractility of the
Increased EMG amplitude by itself can hardly be used muscle fibres. The IAP in fast fatigable muscle fibres is
as a measure of enhanced neural input [144], as indirect practically unchanged during repetitive activation when
index of Na+ - K+ pumping [49], or as an indicator of the contractility is inhibited by hypertonic solutions
recruitment of larger MUs in response to fatigue [145], [40,169], i.e. when there is no Ca+ release from sarco-
N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36 31

plasmic reticulum (SR) but movement of Na+ and K+ a decrease in the membrane potential, which in turn
ions continues. Consequently, reduction in transmem- causes a reduced amplitude and propagation velocity of
brane concentration gradients for Na+ and K+ due to the IAP. Thus, the limiting factor of muscle fatigue could
muscle activity is hardly the main factor that determines be the ability of muscle fibres to uptake Ca2+ back into
IAP changes during muscle fatigue. the SR.
Let us consider data on possible effect of Ca2+ on IAP Furthermore, due to the presence of Ca2+-binding buf-
and then try to look for differences in Ca2+ regulation fers in the fast muscle fibres, intracellular free Ca2+ is
in both types of the fibres. Ishiko and Sato [170] found lower in rest and it is necessary to perform some contrac-
that IAP shape changed with the increase of Ca2+ con- tions to approach the optimal level providing maximum
centration in extracellular solution. These changes contraction [182]. This effect is known as potentiation
strongly resemble those in IAP during fatigue [37–43]. [189–193] and it is considered to be a property of fast-
Later, Howell et al. [171] as well as Howell and Oetliker twitch muscle fibres [72,193–197]. On the other hand,
[172] also analyzed effect of higher Ca2+ concentration lower intracellular free Ca2+ in rest leads to a weaker
in extracellular solution on the IAP but in smaller range activation of Ca2+-dependent K+ channels and thus to
of Ca2+ concentration. The slowing of IAP repolarization more negative resting potential [198].
phase was more pronounced under higher extracellular In the presence of ischaemia, Ca2+ uptake into the SR
Ca2+ concentration in their experiments as well as in becomes slower due to the reduced ability of ATP-
those of Ishiko and Sato [170]. On the other hand, basing dependent pump. Thus, in the fast-twitch fatigable mus-
on the results of Adrian and Peachey [173], the authors cle fibres, Ca2+ accumulation becomes faster. Moreover,
looked for a notch and hump in IAP as indicators for the exercise-induced Ca2+ accumulation should occur
propagation in the tubular system. When extracellular also in slow oxidative muscle fibres. As a result, they
Ca2+ concentration was elevated to 10 mM Ca2+, the become also fatigable and the relative changes in MFPV
notch and hump were attenuated or abolished. The and other parameters of IAP and SFAP in slow fibres
authors concluded that, along with the elevated potass- are similar to those in fast fibres during continuous
ium concentration, elevated Ca2+ concentration could activity under normal conditions [52,192,199]. Thus,
contribute to or cause propagation failure in the t-system fatigue occurs more rapidly in this case. Besides, recov-
and thus decline of the tetanus tension. They did not pay ery from fatigue does not take place in ischaemic con-
attention to the fact that the abolishing or attenuation of ditions [81] due to the reduced ability of ATP-dependent
the notch and hump could be due to the slowing of the Ca2+ pump.
IAP repolarization phase as was described by Adrian and
Peachey [173]. Consequently, the abolishing of the notch 6. Conclusions
and hump should not be a reason for conclusion on
propagation failure in the t-system. It could be assumed 1. Theory does not predict a linear relation between the
that, higher Ca2+ concentration in extracellular solution characteristic frequencies (maximum, mean and
leads to higher intracellular free Ca2+ concentration, median) and MFPV.
which affects IAP. Taking into account all these results, 2. IAP duration and after-potential magnitude are among
we would assume that accumulation of Ca2+ should be parameters affecting MUP or M-wave power spec-
in the root not only of decrease in contractile force [174– trum and thus, EMG power spectrum.
182], but also of the changes in IAP shape observed dur- 3. Usage of single fibre action potential models instead
ing fatigue. of MUP ones can result in false dependencies of fre-
As slow oxidative muscle fibres provide almost full quency characteristics.
Ca2+ uptake into the SR under normal conditions [183– 4. Due to the IAP profile lengthening and an increase
185], they are more resistant to fatigue. However, they in the negative after-potential, surface detected EMG
cannot provide fast contraction. Increased quantity of amplitude characteristics can increase even when IAP
Ca2+ release could provide the fast contraction, but the amplitude decreases considerably during fatigue.
capacity of ATP-dependent pump to uptake Ca2+ into the 5. Increase in surface detected MUP or M-wave ampli-
SR is limited. To overcome Ca2+ accumulation (at least tude should not be attributed to a weaker attenuation
for a short time), there are Ca2+-binding buffers (like of the low-frequency components with distance.
parvalbumin) in the fast glycolytic fibres. In spite of this 6. Simultaneous decrease and increase in amplitude of
and contrary to the slow fibres, exercise-induced Ca2+ MUP and M-wave detected with indwelling and sur-
accumulation occurs in the fast fibres [183–185], prob- face electrodes are regular, not paradoxical.
ably due to the limited capacity of the buffers. As a 7. Corner frequency of the high pass filter should be 0.5
result, force generation declines [177,178,180,182]. On or 1 Hz when muscle fatigue is analyzed.
the other hand, K+ conductance increases due to acti- 8. The area of MUP or M-wave normalized in respect
vation of Ca2+-dependent K+ channels [80,86,88,89,186– of the terminal phase amplitude could be useful as a
188]. Activation of Ca2+-dependent K+ channels leads to fatigue index.
32 N.A. Dimitrova, G.V. Dimitrov / Journal of Electromyography and Kinesiology 13 (2003) 13–36

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Engineering from the Institute of Electrical
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and models, Nat Inst Occup Health, Copenhagen, 1999, pp. from the Institute of Electrical Engineering,
145–149. Leningrad, PhD from the Institute of Physi-
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Engineering, Bulgarian Academy of Sciences.
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His research interests are in the field of bioe-
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conductance in skeletal muscle of the frog, J Physiol (Lond) 336
(1983) 211–228.
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