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Third-Class Lever
The effort force and the resistance force are also on the
same side of the fulcrum in a third-class lever. In this
arrangement, however, the effort force acts between the
fulcrum and the line of action of the resistance force. As
a result, the effort force arm is less than the resistance
force arm and thus the MA is less than 1. An example
of this type of lever is the shovel when the hand near-
est the spade end applies the effort force (Fig. 11-27).
Therefore, it would appear that a large effort force must
be applied to overcome a moderate resistance force. In a
third-class lever, a large effort force is applied to gain the
Figure 11-25 An anatomical first-class lever in which the weight
of the head is the resistance force, the splenius muscles provide the
advantage of increased speed of motion. This is the most
effort force, and the fulcrum is the atlanto-occipital joint. prominent type of lever arrangement in the human body,
with nearly all joints of the extremities acting as third-
class levers. It is probably safe to conclude that from a
design standpoint, greater speed of movement exempli-
fied by third-class levers appears to be emphasized in
the musculoskeletal system to the exclusion of greater
effort force application ability of the second-class lever.
Figure 11-28 illustrates a third-class lever arrangement in
the human body.
Figure 11-28 The arm held in flexion at the elbow is an anatomi- Representation of Torques Acting
cal third-class lever: The resistance force is the weight of the arm, the
fulcrum is the elbow joint, and the effort force is provided by the elbow
on a System
flexor muscles.
A free body diagram illustrating torques acting on a
system is usually combined with linear forces to identify
and analyze the causes of motion. Many biomechanical
Types of Torque analyses start with a free body diagram for each body
segment. Known as the rigid link segment model, it can
A torque acting on a body is created by a force acting take either a static or dynamic formulation. Consider the
a distance away from the axis of rotation. Thus, any of model of the dead lift shown in Figure 11-31 showing the
the different types of forces discussed in Chapter 10 can lift (Fig. 11-31A) and the free body diagram for the leg,
produce a torque if applied in a direction that does not thigh, trunk, arm, and forearm segments (Fig. 11-31B).
go through the axis or pivot point. Gravity, a noncontact If a rigid link segment model is developed, forces acting
force, generates a torque any time the line of gravity does at the joints (Fx , Fy) and the center of mass (W) can be
not pass through the hip joint (pivot point). As illustrated indicated along with moments (M) acting at the joints.
in Figure 11-29, gravity acting on the trunk segment
Effects of a Torque at an Instant in Time is not zero. Note that the torques act about the axis per-
Newton’s second law of motion is considered with the pendicular to the x−y plane (i.e., the z-axis) and the angu-
effects of a torque and the resulting angular acceleration. lar acceleration is also about this axis.
Thus: The application of Newton’s second law for both angu-
lar and linear cause-and-effect relationships would con-
ΣT = Ia sider both linear and angular equations. In linear motion,
When the angular acceleration is zero, a static case is the effects of a force and the resulting accelerations at an
evaluated. A dynamic analysis results when the acceleration instant in time are determined, but in angular motion, the
chapter 11 Angular Kinetics 415
Because the net torque at the elbow is positive, the until it is 90° at full extension. The cosine of 0° is 1, and
rotation is counterclockwise, and the muscle action there- as the angle becomes greater, the cosine gets smaller,
fore is interpreted as a flexor action. until at 90° the cosine is 0. If the angle u becomes greater
In the previously described situations, the arm was as the arm is extended, the moment arm should become
parallel to the ground, and the torque arms from the correspondingly smaller because the distance d does not
axis of rotation were simply the distances measured along change. When the angle u is 90°, the arm is fully extended
the segment to the lines of action of the forces. As the and the moment arm is zero because the line of action of
arm flexes or extends at the elbow joint, however, the the force due to the weight of the arm passes through the
torque arms change. In Figure 11-35, the moment arms axis of rotation.
for the muscle force are illustrated with the arm in three Consider an individual performing a biceps curl with a
positions. With the elbow extended (Fig. 11-35A), the weight. The arm is positioned 25° below the horizontal,
moment arm is rather small. As flexion occurs at the
elbow (Fig. 11-35B), the moment arm increases until
the arm is parallel to the ground. When flexion continues
past this point (Fig. 11-35C), the moment arm again
becomes smaller. The magnitude of the moment arm of
the muscle force, therefore, depends on how much flexion
or extension occurs at a joint. The change in moment arm
during flexion and extension of the limb is also true for
the moment arms for both the weight of the forearm and
hand and for anything held in the hand.
In Figure 11-36, the arm is held at some angle u below
the horizontal. The value d describes the distance from
the axis of rotation to the center of mass of the arm. The
moment arm for the weight of the arm, however, is the
distance a. The lines a and d form the sides of a right tri-
angle with the line of action of the force. Therefore, with
the angle u, the cosine function can be used to calculate
the length a. Thus:
a
cos u
d
a = d × cos u
Figure 11-36 The cosine of the angle of inclination of the forearm
The arm is considered to have a 0° angle when it is par- is used to calculate the moment arm when the forearm is not parallel
allel to the ground. As the arm extends, the angle increases to the horizontal.
418 Section IiI Mechanical Analysis of Human Motion
Figure 11-37 The forearm at an instant during a biceps curl (A) Static Equilibrium: Stability and Balance
and the free body diagram of this position (B). The arm is inclined
The concept of stability is closely related to that of equi-
below the horizontal.
librium. Stability may be defined in much the same way
as equilibrium, that is, as the resistance to both linear
and angular acceleration. The ability of an individual to
so that the elbow is slightly extended (Fig. 11-37A). The assume and maintain a stable position is referred to as
corresponding free body diagram is presented in Figure balance. Even in a stable or balanced position, an indi-
11-37B. The moment arm for the weight of the arm can vidual may be subject to external forces.
be calculated from the distance from the axis of rotation If a body is in a state of static equilibrium and is
to the center of mass and the angle at which the arm is slightly displaced by a force, the object may experience
positioned: three conditions: return to its original position, continue
a = 0.15 m × cos 25° to move away from its original position, or stop and
assume a new position. If the object is displaced as a
a = 0.15 m × 0.9063
result of work done by a force and returns to its original
a = 0.14 m position, it is said to be in a state of stable equilibrium.
Similarly, the moment arm for the weight of the barbell If the object is displaced and tends to increase its displace-
held in the hand can be calculated as: ment, it is in a state of unstable equilibrium. A state of
neutral equilibrium exists if the object is displaced by a
b = 0.4 m × cos 25° force and does not return to the position from which it
b = 0.4 m × 0.9063 was displaced.
b = 0.36 m Figure 11-38 illustrates the various states of equi-
librium. In Figure 11-38A, a ball on a concave surface
The moment arms are less than they would be if the exemplifies stable equilibrium. When it is displaced along
arm were held parallel to the ground. one side of the surface by some force, it will return to its
This problem may be solved for the muscle force using original position. In Figure 11-38B, an example of unsta-
the same principles of a static analysis that were discussed ble equilibrium is presented: A force displaces a ball on a
previously. That is: convex surface. The ball will come to rest in a new posi-
ΣT = 0 tion, not its original position. Figure 11-38C illustrates
chapter 11 Angular Kinetics 419
Line of gravity
Line of gravity
Base of
support
A
h1
h2
B
Unstable Stable
Figure 11-38 Examples of a ball. (A) Stable equilibrium. (B) Unsta-
ble equilibrium. (C) Neutral equilibrium.
F F
20 kg 2 kg
neutral equilibrium. In this case, when a ball is placed on
C
a flat surface and a force is applied, the ball will move to
a new position. Figure 11-39 Factors that influence the stability of an object.
With its multiple segments, the human body is much (A) Increasing the base of support. (B) Lowering the center of mass.
(C) Increasing the mass of the system.
more complex than a ball, but it can assume the different
states of equilibrium. An individual doing a headstand,
for example, is in a position of unstable equilibrium,
and a child sitting on a swing is in a state of stable with a low center of mass tends to be more stable than
equilibrium. an object with a high center of mass (Fig. 11-39B). If the
Several factors determine the stability of an object. The two objects in Figure 11-39B undergo the same angular
first factor is where the line of gravity falls with respect to displacement as a result of the forces indicated, the line
the base of support. An object is most stable if the line of gravity of the center of mass of the object on the left,
of gravity is in the geometric center of the base of sup- the taller object, will move outside the limit of the base of
port. Increasing the area of the base of support generally support sooner than that of the object on the right (the
increases the stability. A body may be stable in one direc- shorter object). Therefore, the force dislodging the object
tion, however, but not in another. For example, spreading on the left could be less than that for the object on the
one’s feet apart increases the area of the base of support right. In football, for example, defensive linemen crouch
and makes the individual stable if pushed in mediolat- in a three-point stance to keep their center of mass low.
eral direction. It does not, however, help stability in the This enhances their stability so that they are less likely to
anteroposterior direction. Increasing the base of support be moved by the offensive linemen.
to allow the line of gravity to fall within the base of sup- The final factor that influences stability is the mass of
port may be illustrated by the example of an individual the object. According to the equations of motion, the
using a walker, as in Figure 11-39A. The base of support greater the mass of an object, the greater its stability
is produced by the positions of the individual’s legs and (Fig. 11-39C). Newton’s second law states that the force
the legs of the walker. The walker increases the base of applied to an object is proportional to the mass of the
support, and the individual is positioned so that the line object and its acceleration. Thus, it takes more force to
of action of the center of mass is in the geometric center move an object with a greater mass. Moving a piano, for
of this base. example, is extremely difficult because of its mass. Many
The stability of an object is also inversely proportional sports such as wrestling and judo, in which stability is
to the height of the center of mass. That is, an object critical, take body mass into consideration by dividing the
420 Section IiI Mechanical Analysis of Human Motion
contestants into weight divisions because of the dispro- a free body diagram for the linear forces acting on the
portionate stability of heavier individuals. system (Fig. 11-40A). Adding the moments of forces at
each joint (Fig. 11-40B) allows the total lifting model to
Applications of Statics be evaluated (Fig. 11-40C).
It appears that static analyses are limited in their useful- Static analysis techniques have also been used in clini-
ness because they describe situations in which no motion cal rehabilitation. Quite often, no movement of a body
or motion at a constant velocity occurs. A static analysis or a body segment is desirable, so a static evaluation may
of muscle forces and moments has been used extensively be undertaken. For example, placing a patient in traction
in ergonomics, however, even though the task may demands that a static force system be implemented. Many
involve some movement. The evaluation of workplace bracing systems for skeletal problems, such as scoliosis and
tasks, such as lifting and manual materials handling, has genu valgum (knock-knee), use a static force system to
been examined in considerable detail with static analyses. counteract the forces causing the problem (Fig. 11-41).
Use of static analysis to determine an individual’s static Static analyses have been used in the calculation of muscle
or isometric strength is widely accepted in determining forces and have been performed by multiple researchers
the ability of the person’s lifting ability. Many researchers on many joints (18,39,44).
have suggested that this static evaluation should be used
as a pre-employment screening evaluation for applicants Dynamic Analysis
for manual materials handling tasks (7,29,42). Lind As pointed out in Chapter 10, a dynamic analysis should
and colleagues (32) reported that the static endurance be used when the accelerations are not zero. Newton’s
in a manual materials handling task is influenced by the second law establishes the basis for the dynamic analysis
posture of the individual performing the task. A model by examining the force–acceleration relationship. In the
to evaluate static strength evaluations of jobs has been linear case, the equations of motion for a 2D case are:
developed by Garg and Chaffin (17). A free body diagram
of one such lifting model is presented in Figure 11-40 ΣFx = max
(6). This model was presented in Chapter 10 to illustrate ΣFy = may
R2 R2
M2
2 2 2
M2
R1 R1
CM2 X CM2X
CM3 W2 CM3 X W
2
X M1 M1
1
W3 W3
1 1
X
X
R3 R3 W1
W1
M3 M3 h
3 LH LH
CM4 3 3 CM4
R4 R4
X
X
W4 4 W4 4
4
M4 M4
CM5 CM5
X X
R5 W5 R5 W5
M5 M5
R6
5 R6 5 5
CM6 CM6
X
X
W6 W6
A 6 B 6
M6
C 6
M6
Figure 11-40 A free body diagram of a sagittal view static lifting model showing the linear reac-
tive forces (A) and moments of forces (B) at the joints. These are combined to generate the total lifting
model (C). (Adapted from Chaffin, D. B., Andersson, G. B. J. [1991]. Occupational Biomechanics, 2nd ed.
New York: Wiley.)
chapter 11 Angular Kinetics 421
where the linear acceleration is broken down into its where Mankle is the net moment at the ankle, MRx is the
horizontal (x) and vertical (y) components. The angular moment resulting from the horizontal reaction force at
equivalent looking at the torque–angular acceleration the ankle, MRy is the moment resulting from the vertical
relationship is: reaction force at the ankle, and Icmaz is the product of
the moment of inertia of the foot and the angular accel-
ΣTz = Iaz
eration of the foot. In the general equation of moments
in which I is the moment of inertia and a is the angular acting on the foot, the moments MRx and MRy will cause
acceleration. In a 2D system, angular acceleration occurs clockwise rotation of the foot about the center of mass of
about the z-axis. If az = 0, the motion is purely linear. If the foot. By convention, clockwise rotations are negative,
ax = 0 and ay = 0, the motion is purely rotational. If az, so moments causing a clockwise rotation are negative.
ax, and ay = 0, a static case exists. The torques acting on Substituting the appropriate values from Figure 11-42 and
a body are created by a contact or gravitational force act- those calculated in the previous equations and rearranging
ing a distance from the axis or rotation. Iaz is the inertial the equation:
torque similar to the linear case, max and may.
Angular accelerations and the inertial properties of the
body segments resisting these accelerations must be con-
sidered in the dynamic case. As discussed in Chapter 10, in Ry
an inverse dynamics approach, each segment is evaluated
from the most distal segment and works systematically up
the segment links. Consider Figure 11-42, which illus- Y
trates a free body diagram of the foot during the swing
phase of the gait cycle. In Chapter 10, a dynamic analysis
of the linear forces was conducted by applying the 2D 0.07m
linear kinetic equations. Joint reaction forces at the ankle Rx
were determined to be −1.57 N for Rx and 20.3 N for Ry. ay
To determine the net moment acting at the ankle joint, foot center of mass
all moments acting on the system must be evaluated. If
the center of mass of the foot is considered as the axis of ax
rotation, three moments are acting on this system, two
0.07m
as a result of the joint reaction forces and the net ankle
moment itself. Because the joint reaction forces and their
moment arms, the moment of inertia of the foot about an W = mg
axis through the center of mass, and the angular accelera-
tion of the foot are known, the net ankle moment can be X
calculated. Thus: Figure 11-42 Free body diagram of the foot during the swing
phase of a walking stride. Convention dictates that moments and
ΣMcm = Icmaz forces at the proximal joint are positive, as indicated in the free body
Mankle − MRx − MRy = Icmaz diagram.
422 Section IiI Mechanical Analysis of Human Motion
The left side of the equation represents the angular by Fx times dy, resulting in an increase in the angular
impulse, and the right side of the equation describes momentum from that generated at takeoff. Takei (53)
the change in angular momentum. This relationship is indicated that the loss in angular momentum generated
known as the impulse–momentum relationship. The by the application of the vertical force was greater than
equation demonstrates that when a torque is applied over the corresponding gain generated by the horizontal
a period of time, a change in the angular momentum force, resulting in a loss of angular momentum while
occurs. Consider the handspring vault in Figure 11-44. on the horse. In elite Olympic gymnasts, the angular
The gymnast comes in contact with the horse after momentum at contact averaged 95.3 kg-m2/s for the
generating a large linear horizontal velocity during the vaults with the highest scores and 92.4 kg-m2/s for the
approach. This velocity is converted to some vertical vaults with the lowest scores. In addition, the angular
velocity and angular momentum. On contact with the momentum was reduced by –33 and –27.4 kg-m2/s,
horse, the contact with the horse (called a “blocking respectively, during the horse contact phase as a result
action”) generates two torques. Because the gymnast of these angular impulses (52).
contacts the horse at an angle, the contact with the
horse generates both a vertical force (Fy) and a horizon-
Angular Work: Effects of Torque
tal force (Fx). The vertical force on the horse increases
Applied Over a Distance
the vertical velocity off the vault but creates a clockwise
torque about the center of mass, which is the product Mechanical angular work is defined as the product of the
of Fy and dx. This angular impulse (T × t) changes the magnitude of the torque applied against an object and the
angular momentum and decreases the counterclockwise angular distance that the object rotates in the direction of
rotation created by the angular momentum generated the torque while the torque is being applied. Expressed
at takeoff from the board. The horizontal force on the algebraically:
horse acts in an opposite manner by decreasing horizon-
Angular work = T × Δu
tal velocity and increasing angular momentum generated
on the board. A counterclockwise torque about the where T is the torque applied and Δu is the angular
center of mass is generated via the impulse generated distance. Because torque has units of N-m and angular
Vy
Vx
Fy
dy
Fg
Fx
Figure 11-44 Torques generated on
dx
the horse by the vertical (Fy × dx) and antero-
posterior force (Fx × dy ) generate angular
impulses about the center of mass of the
vaulter. (Modified from Takei, Y. [1992].
Blocking and post flight techniques of male
gymnasts performing the compulsory vault
at the 1988 Olympics. International Journal
of Sports Biomechanics, 8:87–110.)
424 Section IiI Mechanical Analysis of Human Motion
work of muscles and eccentric actions as the negative work vj are positive, indicating a flexor moment with the arm
of muscles. Because the work done by muscles is rarely moving in a flexor direction. The resulting muscle power
constant with time, the concept of muscle power can be is positive, indicating a concentric action of the elbow
used. Muscle power is the time rate of change of work and flexors. In Figure 11-46B, both Mj and vj are negative,
is defined as the product of the net muscle moment and resulting in a positive muscle power or a concentric
the joint angular velocity. It is expressed algebraically as: action. The arm is extending, indicating the muscle action
is a concentric action of the elbow extensors. In Figure
Pmuscle = Mj × vj
11-46C, Mj is positive or a flexor moment, but the arm
where Pmuscle is the muscle power in units of W, Mj is the has a negative vj, indicating extension. In this case, an
net muscle moment in N-m, and vj is the joint angular external force is causing the arm to extend while the elbow
velocity in rad/s. flexors resist. This results in an eccentric action of the
Muscle power may be either positive or negative. elbow flexors and is verified by the negative muscle power.
Because power is the time rate of change of work, the Figure 11-46D illustrates the case in which an eccentric
area under the power–time curve is the work done. For action of the elbow extensors occurs.
example, if Mj and vj are either both positive or both Figure 11-47 illustrates the angular velocity–time, net
negative, muscle power will be positive. Positive muscle moment–time, and muscle power–time profiles during
power indicates that the muscle is acting concentrically. If an elbow flexion followed by elbow extension. In the
Mj is positive and vj is negative or Mj is negative and vj is flexion phase of the movement, the net moment initially
positive, muscle power will be negative. Negative muscle is positive, but it becomes negative as the arm becomes
power indicates a net eccentric action. more flexed. The initial portion, therefore, results in a
Figure 11-46 illustrates the positive and negative work positive power or a concentric contraction of the flexor
possibilities of the elbow joint. In Figure 11-46A, Mj and muscles. In the latter portion of the flexor phase, the
Flexion Extension
+
Angular velocity (deg/s)
A
–
+
Flexion
Moment (Nm)
0
Extension
–
B
+
M+ M–
ω+ ω–
P+ P+
Power (W)
0
M– M+
ω+ ω–
P– P–
–
C
Time (s)
Figure 11-46 The definition of positive and negative power at
the elbow joint: (A) and (B) result in positive power; (C) and (D) result Figure 11-47 Angular velocity (A), moment of force (B), and
in negative power. muscle power (C) profiles during an elbow flexion–extension motion.
426 Section IiI Mechanical Analysis of Human Motion
Energy
In Chapter 10, translational kinetic energy (TKE) was movements (Fig. 11-48). If the leg segment is considered,
defined in terms of mass and velocity. Rotational kinetic the linear velocity of the center of mass of the leg is:
energy (RKE) may also be defined similarly using the
angular analogs of mass and velocity, moment of inertia, vLEGcm = vr
and angular velocity. Thus, RKE is defined algebraically as: where v is the angular velocity of the leg and r is the
1 2 distance from the knee to the center of mass of the leg. If
RKE Iv the body segment values of the leg are moment of inertia
2
= 0.0393 kg-m2, mass = 3.53 kg, and r = 0.146 m, the
where RKE is the RKE, I is the moment of inertia, and v
magnitude of the RKE is:
is the angular velocity. Thus, when the total energy of a
system is defined, the RKE must be added to the TKE and 1 2
RKE Iv
the potential energy. Total mechanical energy is therefore 2
defined as: RKE = 0.5 × 0.0393 kg-m2 × v2
total energy = TKE + potential kinetic energy + RKE RKE = 0.0197 v2
Right heel Right heel forms of energy, such as potential and kinetic energy, must
contact Right toe-off contact
Support phase Swing phase
also be considered. With the inclusion of the additional
15 form of energy, the work done on the object becomes:
30 45 10
15 30 0
15
0
0
Ext
Ext 2
Moment (N-m/kg)
Flex
Prod 3
2
Power (W/kg)
Abs
0 25 50 75 100 0 25 50 75 100 0 25 50 75 100
% Gait Cycle % Gait Cycle % Gait Cycle
Figure 11-50 Angular displacement, moments of force, and power during a single walking stride.
(A) Hip, (B) Knee. (C) Ankle. The transition from support to swing is indicated at the solid line. (Adapted from
Ounpuu, S. [1994]. The biomechanics of walking and running. Foot & Ankle Injuries, 13:843–863.)
touchdown until midsupport. In late stance, there is again speeds, there is more use of a flexor moment, with little
a knee flexor moment that moves to a small knee extensor knee flexion and small knee moments through midstance
moment. During swing, there is minimal power produc- resulting in negative joint power (26). In a faster walk,
tion until the terminal phase of swing, when the knee there are greater knee flexion and extension moments and
flexors act eccentrically to slow knee extension for contact. more energy generation early in the stance phase followed
The ankle joint exhibits a brief net dorsiflexor moment by energy absorption during early stance.
during the initial loading phase of stance as the foot is low- Figure 11-51 illustrates the joint kinematics; the net
ered to the ground. A transition to a net ankle plantarflex- muscle moments of force; and the corresponding powers
ion moment first occurs through eccentric plantarflexion at the hip, knee, and ankle during a running stride (40).
actions to control the leg’s rotation over the foot. This The moments of force and powers in running are greater
is followed by a continuation of a net plantarflexion in magnitude than those in walking. The lower extremity
moment as the plantar flexors concentrically advance the moments of force increase in magnitude with increases
limb into the swing phase. At the actual initiation of the in locomotor speed. Cavanagh and colleagues (4) and
swing phase, plantarflexion continues under the control of Mann and Sprague (34) reported considerable variability
eccentric dorsiflexion activity. While in the swing phase, in the magnitudes of the moments of force between sub-
minimal power is produced at the ankle. jects running at the same speed. For slow running, this
The joint moment and power patterns change with variability is generally smallest at the ankle and greatest
the speed of walking. For example, there are three basic at the hip.
moment patterns at the knee joint: a biphasic pattern, a Similar to walking, the hip joint extends during both
flexor moment resisting an external extensor moment, loading and propulsive stages of stance initially via con-
and an extensor moment after heel strike (26). At slower centric hip extension and later via eccentric hip flexion.
chapter 11 Angular Kinetics 429
38 49 6
21 31
14
Ext 3
2
Ext
Moment (N-m/kg)
0
Flex
10
Prod
7
Power (V/kg)
Abs
Concentric hip flexion continues into the swing phase as Angular Kinetics of the Golf Swing
the thigh is brought forward. This hip flexion continues
into late swing when the hip extensors terminate the hip The actual physical dimensions and characteristics of the
flexion movement and initiate a hip extension (40). club influence the angular kinetics of a golf swing. The
At the knee joint, the loading response is similar to that composition of the materials of both the shaft and the club
of walking, involving flexion controlled by the knee exten- head influences swing characteristics. Shafts made of graph-
sors to the point of midsupport. From that point, there ite or composite materials are usually lighter and stronger,
is a net knee extensor moment. At the start of the swing so using this type of club, a golfer can swing a lighter club
phase, a small net knee extensor moment is associated faster while producing the same amount of angular work.
with knee flexion. Later in the swing phase, a net knee Adding mass to a club increases the joint torque at the
flexor moment slows the rapidly extending knee. shoulder and the trunk in the latter portion of the swing
Ankle joint net joint moments and powers are also (30). Use of stiffer shafts generally results in straighter
similar to those of walking, depending on the style of shots. Use of flexible shafts generally results in longer shots,
running. For runners with a typical heel strike footfall but these clubs are difficult to control, thus influencing
pattern, the ankle joint exhibits a small net dorsiflexor accuracy (51). The reason the stiffer staff offers better con-
moment during the loading phase followed by a net ankle trol is because it has less bend and twist and it compresses
plantarflexion moment for the remainder of the stance the ball more, creating a flight that is more representative
phase. At midstance, the net ankle plantarflexion moment of the actual angle of the club (35). A steel club with good
controls rapid dorsiflexion, and in later stance, the plan- direction control may be better for a novice golfer than a
tarflexion moment produces rapid plantarflexion. Minimal graphite club that can achieve more distance but is harder
ankle power is generated in the swing phase. to control. The most desirable physical characteristics of
430 Section IiI Mechanical Analysis of Human Motion
the club are a high moment of inertia and a low center of and may choke up on the shaft. Standing more erect
gravity (50). changes the lie angle and often reduces the control over
The physical characteristics of the club head can also the shot (51). With a lower lie angle, the sweet spot of the
influence the performance. An increase in the mass of the club face is raised, leading to “topping” the ball.
club head increases the joint torque at both the shoulder Altering the length of the club can affect the angu-
and the trunk for the latter half of the swing (30). Also, lar acceleration of the club. For example, at the top of
if the weight in the club head can be distributed to the the backswing, the club lever is shortened by increased
periphery of the face, the optimal hitting area (i.e., the right elbow flexion. In the downswing, the club lever is
“sweet spot”) is increased, offering greater tolerance to lengthened (33). When the club is reversed at the top of
off-center hits (50). If the center of gravity of the club the backswing, the torque applied to the shaft actually
head can be lowered, it can produce a higher flight path, causes it to bend where the head trails the line of the shaft
and if the center of gravity can be moved toward the heel (35). Torque applied through the shoulders accelerates
of the club, a right-to-left spin is promoted (50). the club, and there is a rigid body rotation with the wrist
Club lengths influence the magnitude of the torque angle held constant. This positions the shaft perpendicular
generated in the shoulder. A longer club produces an to the arms. Next, the hands allow the club to accelerate
increase in the torque. This can open up the shoulder about the wrist. In the last portion of the swing, the shaft
earlier and increase the linear acceleration of the wrist is rotated 90° at the wrist to bring the shaft face square
(30). Drivers are 5% longer than they were 10 years ago, into impact (35).
and even if they can produce better results, they are more The distance a golf ball travels is related to the speed
difficult to swing and control (35). of the club head at contact. This speed is determined by
The angle that the shaft makes with the ground is called the torque the golfer applies to the arm–club system and
the “lie angle.” This angle determines how the face of the the management of the torque on the club by the wrists
club is oriented. Lie angles range from approximately 55° (28). If the wrists can be unhinged or uncocked later in the
for a driver to approximately 63° for the nine-iron. The lie downswing, greater club head speed is generated for a given
angle can be altered if the club length does not match the torque. In the follow-through phase, the angular momen-
physical dimensions of the golfer. Sample club lengths are tum of the swing takes the right arm over the left and
110 cm for a one-wood to 90 cm for a nine-iron (51). If stimulates rotation of both the trunk and the head (33).
a club is too short for a golfer, the drive is usually shorter The torque generated at the wrist about the vertical
because of lower swing angular velocities. Likewise, if the (y), anteroposterior (z), and mediolateral (x) axes in the
club is too long, the golfer is required to stand up more swing of a professional golfer is shown in Figure 11-52.
Torque (Nm)
In the backswing, a positive torque is generated about the The shoulder joint torques account for the majority
anteroposterior (z) axis as the angle between the club and of the external power in wheelchair propulsion (54). The
the arm is maintained. At the initiation of the downswing, peak torque in the shoulder joint is greater than those
a negative torque is generated about the same axis to generated in the elbow joint (58). A very small torque
keep the club back and maintain the same angle between is generated in the wrist joint, where a braking effect is
the club and the arm. At the bottom of the downswing, generated (58). The torques generated at the elbow and
a large positive torque is developed as the wrist uncocks wrist joints are one-third and one-fifth of the torques at
and accelerates the club to impact (38). Rotations about the shoulder joint (5). Joint torques ranges for the joints
the mediolateral (x) axis are at a maximum as the club is approximate 5 to 9 N-m at the wrist joint, 9 to 25 N-m at
taken back behind the head. Torques about the vertical (y) the elbow joint, and 25 to 50 N-m at the shoulder joint
and anteroposterior (z) axes are zero at this point because (47,54). Figure 11-53 illustrates a typical net shoulder
the club is parallel to the vertical–anteroposterior plane. moment of a paraplegic subject during wheelchair propul-
Torque about the vertical (y) axis is maximum at the ini- sion (55).
tiation of the downswing as the body rotates around the At low speeds and resistances, wheelchair propulsion
support. is generated primarily by upper extremity sagittal plane
movement. Fifty percent of the shoulder joint work is lost
as negative work at the wrist and elbow (5). As the work-
Angular Kinetics of load and speed increase, a concomitant increase occurs in
Wheelchair Propulsion the direction and magnitudes of the joint torques. Greater
extension and abduction at the shoulder coupled with
Hand rim wheelchair locomotion is strenuous and more torque at the elbow joint contribute to the increased
involves a significant amount of mechanical work pro- output (5). The increase in shoulder abduction is specu-
duction by the upper extremity muscles. The magnitude lated to be a forced abduction because of rotation of the
of the joint moment at the shoulder and elbow joints is arm in a closed-chain system (54). A sample of the shoul-
influenced by the direction of application of the linear der flexion and extension, shoulder adduction, elbow
force. A large elbow moment is present when the force flexion, and wrist flexion and extension torque patterns
application to the rim is perpendicular to a line from the for wheelchair propulsion are shown in Figure 11-54.
hand to the elbow and is minimized when the force is The highest torques are generated via shoulder flexion
applied along the line from the hand to the elbow (48). and shoulder adduction. The shoulder flexion torque
Likewise, propelling forces, which are perpendicular to peaks just before the peak in elbow extension torque.
the line between the hand and the shoulder, result in large The shoulder adduction torque controls the shoulder
shoulder moments. abduction that is created as a result of arm movement in
5
Moment (Nm)
2
Figure 11-53 Example of the net shoulder
moment (paraplegia subject) during wheelchair
1
propulsion (mean and standard deviation over Push phase Recovery phase
five trials; time normalized to 100% of a full
cycle). (Adapted from van Drongelen, S., et al. 0
[2005]. Mechanical load on the upper extremity 0 10 20 30 40 50 60 70 80 90 100
during wheelchair activities. Archives of Physical
Medicine and Rehabilitation, 86:1214–1220.) Percentage of push (%)
432 Section IiI Mechanical Analysis of Human Motion
30 30
20 20
Torque (N.m)
Torque (N.m)
10 10
0 0
BP EP BP EP
Ext Abd
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0 0.1 0.2 0.3 0.4 0.5 0.6
(seconds) (seconds)
Mean elbow flexion torque Mean wrist torque in the sagittal plane
Flex 10 Ext 5
4
5
3
0
Torque (N.m)
Torque (N.m)
BP EP BP EP
Ext Flex
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0 0.1 0.2 0.3 0.4 0.5 0.6
(seconds) (seconds)
Figure 11-54 Shoulder flexion torque (top left), shoulder adduction torque (top right), elbow flexion
torque (bottom left), and wrist torque in the sagittal plane (bottom right) for the propulsive stage of wheel-
chair propulsion. BP, beginning propulsion; EP, end propulsion. (Adapted from Veeger, H. E. J., et al. [1991].
Load on the upper extremity in manual wheelchair propulsion. Journal of Electromyography & Kinesiology,
1:270–280.)
a closed chain. There is a net flexor torque at the elbow defines whether the torque is positive (counterclockwise
at the beginning of the propulsion phase that shifts to an rotation) or negative (clockwise rotation).
extensor torque, continuing on through the rest of pro- Newton’s laws of motion can be restated from the lin-
pulsion. The wrist torque is primarily extensor throughout ear case to their angular analogs. The angular analogs of
the majority of the propulsion phase. A pronation and a these laws are as follows:
larger radial deviation moment act at the wrist over the
majority of the propulsive phase (2). 1. A rotating body will continue in a state of uniform
angular motion unless acted on by an external
torque.
2. An external torque will produce an angular accel-
Summary eration of a body that is proportional to and in the
direction of the torque and inversely proportional
Torque, moment, and the moment of force are terms that to the moment of inertia of the body.
can be used synonymously. A torque results when the 3. For every torque exerted by one body on another
line of action of a force acts at a distance from an axis of body, an equal and opposite torque is exerted by
rotation. The magnitude of a torque is the product of the latter body on the former.
the force and the perpendicular distance from the axis
of rotation to the line of action. The unit of torque is the Moment of inertia is the angular analog of mass. The
N-m. Torques cause rotational motion of an object about magnitude of the moment of inertia of an object, or
an axis. A torque is a vector and thus must be considered the resistance to angular motion, depends on the axis
in terms of magnitude and direction. The right-hand rule about which the object is rotating. The calculation of the
chapter 11 Angular Kinetics 433
segment moment of inertia can be calculated using the A lever is a simple machine with a balancing point
radius of gyration as: called the fulcrum and two forces, an effort force and
a resistance force. The MA of a lever is defined as the
Icm= m(rcmL)2
ratio of the effort moment arm to the resistance moment
where Icm is the moment of inertia about a transverse axis arm. Levers can magnify force (MA > 1), magnify speed
through the center of mass, m is the mass of the segment, of rotation (MA < 1), or change the direction of pull
r is a proportion describing the ratio of the radius of gyra- (MA = 1). The three classes of levers are based on the
tion about the center of mass to the segment length, and relationship of the effort and resistance forces to the
L is the segment length. fulcrum. In the human body, however, the third-class
Angular momentum is the angular analog of linear lever magnifying the speed of movement predominates.
momentum and refers to the quantity of rotation of an Most of the levers in the extremities are third-class
object. The angular momentum of a multisegment body levers.
must be understood in terms of local and remote angu- Special torque applications include angular work, RKE,
lar momenta. Local angular momentum is the angular and angular power. These concepts may be developed
momentum of a segment about its own center of mass. by substituting the appropriate angular equivalent in the
Remote angular momentum is the angular momentum of a linear case. Angular work is defined as:
segment about the total body center of mass. The total seg-
Angular work = T × Δu
ment angular momentum is the sum of the segment’s local
and remote aspects. The total body angular momentum is where T is the torque applied and Δu is the angular
the sum of the local and remote aspects of all segments. The distance over which the torque is applied. RKE is the
angular analog of Newton’s first law of motion is a state- capacity to do angular work and is defined as:
ment of the law of conservation of angular momentum.
1 2
The concept of torque can be used to define the center RKE Iv
of mass of an object. The sum of the torques about the 2
center of mass of an object equals zero. That is: where I is the moment of inertia of the segment about
its center of mass and v is the angular velocity of the seg-
ΣT = 0 ment. Angular power is defined as either the rate of doing
This relationship defines the center of mass as the bal- angular work:
ancing point of the object. dW
The center of mass is commonly computed using the Angular power
dt
segmental method, which requires body segment param-
where W is the mechanical work done and dt is the time
eters, such as the location of the center of mass and the
period over which the work is done or the product of
segment proportion of the total body mass. The location
torque and angular velocity:
of a segment center of mass requires the coordinates of
both the proximal and distal ends of the segment. It is Angular power = T × v
defined as:
where T is the torque and v is the angular velocity.
scm = proximal endpoint − (segment length × % length Angular motion analysis can be conducted using
of segment from segment’s proximal end point) one of three techniques: the effect of a torque at an
scm = sproximal − [(sproximal − sdistal) × %L] instant in time (T = Ia), the effect of a torque applied
over time (impulse–momentum relationship), or the
where scm is the location of the segment center of mass, effect of a torque applied over a distance (work–energy
sproximal is the coordinate point of the proximal end of the theorem).
segment, sdistal is the coordinate point of the distal end of In the first technique, the static 2D case is determined
the segment, and %L is the location of the segment center using the following equations:
of mass as a proportion of the segment length from the
proximal end of the segment. Locating the total body ΣFx = 0 for the horizontal component
center of mass with the segmental method also uses the ΣFy = 0 for the vertical component
concept that the sum of the torques about the center of ΣTz = 0 for rotation
mass is zero. This computation uses the formula:
The dynamic 2D case uses the following equations:
scm a
n m s
i i
ΣFx = max for the horizontal component
i1 M
ΣFy = may for the vertical component
where scm is the location of the total body center of mass,
ΣTz = Iaz for rotation
n is the number of segments, mi is the mass of the ith seg-
ment, si is the location of the segment center of mass, and The purpose in both cases is to determine the net
M is the total body center of mass. muscle moment about a joint. The impulse–momentum
434 Section IiI Mechanical Analysis of Human Motion
relationship relates the torque applied over time to the describes the change in angular momentum. In the third
change in momentum: type of analysis, mechanical angular work is calculated via
the change in mechanical energy. That is:
T × dt = Ivfinal − Ivinitial
W = ΔRKE
The left-hand side of the equation, T × dt, is the
angular impulse, and the right-hand side, Ivfinal – Ivinitial, where RKE is the RKE.
REVIEW QUESTIONS 4. ____ Second-class levers require large effort forces relative
to resistant forces and maximize the speed of movement.
True or False 5. ____ Decreasing moment of inertia by going from a laid
1. ____ In order for a force to cause a rotation, it must not out to tucked body position when doing a backflip allows
pass through the pivot point. one to rotate quicker.
2. ____ By convention, clockwise torques are considered to 6. ____ To work your deltoids more during a lateral arm raise,
be positive. bend your elbows slightly, bringing the weight closer to
your trunk.
3. ____ Third-class levers, where the effort and resisting
forces are on the same side of the fulcrum, are most 7. ____ The moment arm for muscle force remains constant
prominent in the body. throughout the entire range of motion.
chapter 11 Angular Kinetics 435
8. ____ Increasing an object’s stability can be done by raising 2. An object has a moment of inertia of 184 kg-m2. A torque
the height of the center of mass or increasing its mass. of 84 N-m is applied to the object. What is the angular
9. ____ A positive net moment indicates that angular acceleration?
acceleration is occurring. a. 2.19 rad/s2
b. 15,460 rad/s2
10. ____ The sum of torques about the center of mass of an c. 0.46 rad/s2
object always equals zero. d. 125 rad/s2
11. ____ An MA > 1 indicates the effort arm exceeds the
r esistance arm, which magnifies the moment created by 3. A 55-kg gymnast applies a vertical ground reaction force
the effort force. of 1,100 N at 0.17 m behind the center of mass during a
forward somersault. Assume she is facing the right. What
12. ____ Angular momentum increases if moment of inertia is the torque generated about the center of mass?
increases and decreases when angular velocity decreases. a. 279 N-m
13. ____ The only force creating a moment about the shoulder b. −92 N-m
when an arm is held out to the side is the weight of the c. 187 N-m
entire arm. d. −187 N-m
14. ____ Hip joint power is a proportional to hip joint moment
4. If a mass of 20.29 kg acts downward 0.29 m from the axis
and the velocity the thigh is rotating.
of rotation on one end of a board and another force of
15. ____ The moment arm is always measured from the point 85 N also acts downward, what is the moment arm of the
of application of the force to the axis of rotation. second force to balance this system?
16. ____ Moment of inertia about an axis always passes a. 0.68 m
through the center of mass of a segment. b. 58 m
c. 0.069 m
17. ____ A force couple produces only rotation without trans- d. The system is not balanced; angular rotation will occur.
lation because the two torques act in the same direction.
18. ____ Total body angular momentum can be increased 5. What is the torque generated at the elbow by a 206-N
during a dive by forcefully swinging the arms downward. force pulling on the forearm at an angle of 110° from the
horizon at a point 16.5 cm from the elbow’s axis of rota-
19. ____ The moment of inertia about an axis through the
tion? The forearm is positioned horizontal to the ground.
c enter of mass is less than the moment of inertia about
a. 1,163 N-m
any other perpendicular axis running through any other
b. 11.6 N-m
point on the segment.
c. 31.9 N-m
20. ____ The final acceleration in the golf club during the down- d. 3,194 N-m
swing is attributed to the moment of inertia decreasing as
the club center of mass gets closer to the axis of rotation. 6. How much torque must be generated by the hip flexors to
hold an 80-N ankle weight straight out at a 90° position?
21. ____ Once a gymnast leaves the vault, angular momentum
The ankle weight is 0.73 m from the hip joint. The thigh
remains constant while airborne if air resistance is
and leg weighs 130 N. The moment arm for the hip flexors
neglected.
muscle is 0.08 m.
22. ____ Resistance of a thigh to rotate about its longitudinal a. 58.4 N-m
axis is greater than its resistance to rotate about a medio- b. 106 N-m
lateral axis. c. 1,323 N-m
23. ____ During the stance phase of running, positive power d. Not enough information
at the hip, knee, and ankle joints indicates eccentric
contractions. 7. Calculate the rotational energy of a segment, given mass
of the segment is 2.2 kg, moment of inertia is 0.57 kg-m2,
24. ____ The direction of the torque vector changes the force and angular velocity is 25 rad/s.
vector rotates around the axis of rotation. a. 178 J
25. ____ Rotational kinetic energy of the foot is more influenced b. 7.13 J
by the foot’s angular velocity than its moment of inertia. c. 356 J
d. 102 J
9. If the net moment at a joint is 37.6 N-m and the angular 16. Consider the following free body diagram. Using static
velocity at the same instant in time is 4.40 rad/s, what is analysis, solve for the muscle torque that will place this
the angular power at that joint? system in equilibrium, given mass of the leg and foot is
a. 0.12 W 5.4 kg; distance from the knee joint to the center of mass
b. 165 W of the leg–foot system 0.232 m; weight of the barbell
c. 8.55 W 150 N; and distance from the knee joint to the center of
d. 9,480 W mass of the barbell 0.514 m.
a. 89.4 N-m
10. The center of mass of the following three-point system b. 64.8 N-m
with masses of 6, 5, and 4 kg at the coordinates (6,0), (5,5), c. 78.4 N-m
and (−4, −3), respectively, is ____. d. Not enough information to solve N-m
a. 5.1, 4.1
b. 3.0, 0.87
c. 5.1, 2.5
d. 3.0, 1.4
Knee joint
11. What is the angular momentum if the force is 66 N, the
lever arm is 7.7 m, and the time is 1.2 seconds?
a. 424 kg-m2/s
b. 79.2 kg-m2/s
c. 508 kg-m2/s
d. 610 kg-m2/s Weight of Weight of ankle
leg and foot barbell
12. Where is the center of mass of a segment in space if
the proximal end is at (213, 400) and the distal end is at 17. If the leg is at an angle of 35° below the horizontal, calcu-
(378, 445) and the center of mass is 42.9% from the late the moment arm of the torque caused by the weight
proximal end of the segment? of the leg, given that the distance to the center of mass of
a. 162, 191 the leg 0.17 m from the knee joint.
b. 142, 381 a. 0.10 m
c. 284, 419 b. 0.14 m
d. 381, 142 c. 0.15 m
d. 0.17 m
13. Calculate the moment of inertia of a baseball bat about
its proximal end if its mass is 2.1 kg and has a radius of 18. Consider the following free body diagram. Using static
gyration of 0.58 and a length of 0.869 m. analysis, solve for Achilles tendon force that will place this
a. 0.614 kg-m2 system in equilibrium if d1 is 0.043 m, d2 is 0.041 m, and
b. 0.920 kg-m2 d3 is 0.126 m.
c. 0.533 kg-m2 a. 239 N
d. 1.12 kg-m2 b. 5,578 N
c. 5,557 N
14. A torque of 73 N-m results in an object rotating 52.72° in d. 10.3 N
0.86 seconds. How much angular work was done?
a. 4,476 J
FAT
b. 3,850 J
c. 78.1 J
d. 67.2 J
d1
15. Why do the deltoids need to generate a greater torque Ankle joint
when your arm–forearm is closer to your side versus center
straight out at 90°?
a. Because the moment arm of the center or mass of the d2
arm–forearm is larger.
b. Because the component of the weight of the arm–
forearm that causes a moment is larger.
c. The torque is the same because the distance from the d3
shoulder joint to the center of mass of the arm–forearm
is constant.
d. The torque is less because the moment arm of the
center or mass of the arm–forearm is less. 1,900 N 11.2 N