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Effects of Shoe Sole Construction On Skeletal.22
Effects of Shoe Sole Construction On Skeletal.22
Lerner Research Institute, Cleveland Clinic Foundation, Cleveland, OH; and Biomechanics Laboratory, ETH Zürich,
Schlieren, SWITZERLAND
ABSTRACT
STACOFF, A., C. REINSCHMIDT, B. M. NIGG, A. J. VAN DEN BOGERT, A. LUNDBERG, J. DENOTH, and E. STÜSSI. Effects
of shoe sole construction on skeletal motion during running. Med. Sci. Sports Exerc., Vol. 33, No. 2, 2001, pp. 311–319. Purpose: The
purpose of this study was to quantify effects of shoe sole modification on skeletal kinematics of the calcaneus and tibia during the stance
phase of running. Methods: Intracortical bone pins with reflective marker triads were inserted under standard local anesthetic into the
calcaneus and tibia of five healthy male subjects. The three-dimensional tibiocalcaneal rotations were determined using a joint
coordinate system approach. Three shoe sole modifications were tested with different sole geometry: a lateral heel flare of 25° (flared),
no flare 0° (straight), and a rounded sole. Results: The results showed that these shoe sole modifications did not change tibiocalcaneal
rotations substantially. The shoe sole effects at the bone level were small and unsystematic (mean effects being less than 1°) compared
with the differences between the subjects (up to 7°). Shoe eversion measured simultaneously with shoe markers showed no systematic
shoe sole effects. A comparison of shoe and bone results showed the total shoe eversion and maximum shoe eversion velocity to be
approximately twice as large as the respective measurements based on bone markers (correlations being r ⫽ 0.79 for maximum eversion
velocity; r ⫽ 0.88 for total eversion), indicating that there may be a relationship or coupling effect between the shoes and the bone.
Conclusions: It is concluded that the tibiocalcaneal kinematics of running may be individually unique and that shoe sole modifications
may not be able to change them substantially. Key Words: RUNNING INJURIES, SHOES, SOLE FLARE, PRONATION,
INTERNAL TIBIAL ROTATION
T
he increasing number of runners and consequently of down angle of 5–10° (as seen in the frontal plane). It has
running injuries of the last decades has produced an been postulated that a prominent and hard heel flare would
interest in studying the effects of shoe sole construc- increase the lever about the subtalar joint, causing an in-
tions on the kinematics of running and their effects on the creased initial eversion and/or maximum eversion velocity
development of running injuries (2,4,5,13,28). Biomechani- which has been confirmed experimentally (10,29,30,36).
cal factors that have been associated with the development However, during midstance, kinematic effects of lateral heel
of running injuries include excessive foot eversion and flares have been reported to be small and dependent on the
excessive tibial rotation (8,19,27,34,41). The effects of shoe midsole hardness, which lead to controversial results
sole modifications, specifically the change of sole geometry (6,15,29). It was suggested that the discrepancies in the
on the lateral side of the rearfoot, are thought to be important results might be because of differences in the methodologies
with respect to eversion and consequently with respect to used (29). Thus, heel flare effects are expected to be sub-
running injuries (6,10,15,29,30,36). Cavanagh (4) pointed stantial at touchdown but small for total eversion.
out that early running shoes have been noted to show a The biomechanical factors that have been used describe
prominent lateral heel flare producing excessive eversion these kinematic effects have been defined between touch-
that may be associated with running injuries. down and midstance of running (6,11,28). They describe
When running with heel landing, the lateral aspect of the maximum eversion and tibial rotation, the ranges of motion,
shoe sole touches the ground typically first with a touch- and the maximum velocity of eversion and tibial rotation
(Fig. 1 and Table 1). Additionally, during the stance phase
0195-9131/01/3302-0311/$3.00/0 of running, the everting movements of the calcaneus are
MEDICINE & SCIENCE IN SPORTS & EXERCISE® transferred to the tibia by a coupling mechanism
Copyright © 2001 by the American College of Sports Medicine (16,17,18,24,31). Consequently, it has been suggested that
Received for publication May 1998. excessive eversion may be transferred into excessive tibial
Accepted for publication May 2000. rotation (8,20,34,40). Generally, tibial rotation depends on
311
obtained from the Ethics Committee of the Karolinska Hos-
pital and by the Medical Ethics Committee of The Univer-
sity of Calgary. The experimental set-up, testing procedure,
data analyses, and data reduction have been described pre-
viously in more detail (32,33,38).
Five healthy male volunteers participated in this study
(28.6 ⫾ 4.3 yr, mass 83.4 ⫾ 10.2 kg, height 185.1 ⫾ 4.5
cm); they were all injury free at the time of the experiments
and had no previous injury history that may have influenced
their locomotion patterns. The subjects gave their informed
consent to participate in the study. Intracortical Hofmann
pins with reflective marker triads were inserted under stan-
dard local anesthetic (Citanest 10 mg䡠mL-1), which was
active for 2–3 h, leaving enough time for the experiments.
Two bone pins were drilled into the posterior lateral aspect
FIGURE 1—General definitions of the study variables. The variables of the calcaneus and the anterior lateral aspect of the tibial
for the tibia and the shoes were defined similarly.
condyle and reflective marker triads were screwed onto each
of these pins (Fig. 2). Three markers were glued on the test
shoes, one at the posterior lateral aspect of the calcaneus and
foot eversion, the vertical force, plantar- dorsiflexion, liga-
two in the midfoot. The effect of shoe marker configuration
ment integrity, and muscle-tendon forces (17). Shoe sole
on eversion was tested on one subject using auxiliary mark-
constructions may influence the movement of the foot
ers 4 and 5 (Fig. 2), identified by felt pen marking at the
and/or the orientation of the subtalar joint axis, which may
shoe over the calcaneal region.
change the movement coupling in the ankle joint complex.
This may affect tibial rotation, resulting in an increase of
Experimental Set-up and Testing Procedure
loading at the knee. Therefore, to understand the effects of
shoe sole modifications on internal loading, one has to study Three high-speed cine cameras (LOCAM) were set
movements of the calcaneus and tibia during running. around (in umbrella form) and focused on a force platform
Previous studies of shoe sole effects during running are (KISTLER) that was mounted flush with the runway. The
based on shoe or skin mounted marker settings. It has been camera speed was set at 200 Hz. Three LEDs, triggered by
shown recently that externally mounted markers overesti- a threshold detector connected to the force plate, were used
mate the movements of the underlying bone (3,33). Never- to synchronize the cameras and to determine the time of
theless, it can be assumed that there exists a relationship
between shoe eversion and bone eversion. This relationship
is currently unknown. The present study was designed to TABLE 1. Definition and functional explanation of variables used in this study; the
shoe variables were defined accordingly.
quantify the effects of shoe sole modifications on tibiocal-
Variable Symbol Definition Justification
caneal eversion and tibial rotation using bone pins, and to
Touchdown o In/eversion position of Shoe sole modifications may
compare eversion measured at the bone level with eversion in/eversion calcaneus relative to tibia affect calcaneal and tibial
determined from shoe mounted markers. More specifically, at touchdown position before touchdown
it was expected that: changing the initial
conditions
I. Large lateral heel flares increase maximum foot ever-
sion velocity and maximum internal tibial rotation velocity Maximum max Maximum eversion of Excessive eversion has been
eversion calcaneus relative to tibia associated with Achilles
systematically compared with reduced heel flares. during ground contact tendon problems
II. Large lateral heel flares increase maximum foot ever- Total ⌬max ⫽ max ⫺ o
sion and maximum internal tibial rotation systematically eversion
compared with reduced heel flares. Maximum ˙ max Maximum eversion velocity Excessive eversion velocity
III. An increase in shoe eversion variables (maximum eversion of calcaneus between has been associated with
velocity 10% and 40% of ground medial tibial stress
foot eversion velocity and total foot eversion) is related to an contact syndrome
increase in bone eversion.
Maximum max Maximum internal tibial Excessive eversion
internal rotation relative to transferred to excessive
tibial calcaneus during ground internal tibial rotation
METHODS rotation contact
Total internal ⌬max ⫽ max ⫺ o Excessive tibial rotation has
General Project Description tibial been associated with
rotation patella-femoral pain
The experiments were performed at the Department of syndrome
Orthopaedics, Karolinska Institute at Huddinge University
Max. internal ˙ max Maximum internal tibial Excessive eversion velocity
Hospital, Stockholm, where previous bone pin studies have tibial rotation velocity between transferred to excessive
been carried out (21,24). The project was part of a larger rotation 10% and 40% of ground internal tibial rotation
study (32,33). Ethical approval for the experiments was velocity contact velocity
Test Shoes
The tests were performed with standard shoes (Adidas
Equipment Cushioning, 1994) where the rearfoot geometry
was systematically changed. The original sole was changed
to a single density (Shore A45) midsole and was modified at
the lateral side to a wide flare, a neutral flare or straight sole
and a rounded sole (Fig. 3). The flat outer sole was con-
structed with a hard material of Shore A 65 and was 3 mm
thick. These shoe sole modifications were thought to pro-
duce different lever arms during the initial landing phase:
The flared shoe sole with the largest lever, the round sole
with the smallest, and the straight sole with an intermediate FIGURE 3—Test shoes used in the study. “J” depicts the assumed
lever. Besides, the heel counter of all shoes had a lateral position of the axis of rotation at the ankle joint complex located
approximately at the proximal end of calcaneus, viewed in the frontal
cutout to prevent impingement with the calcaneal bone pin plane. The close-up shows the expected effect of shoe sole modifications
during running. on the length of the touchdown lever.
EFFECTS OF SHOE SOLE CONSTRUCTION ON RUNNING Medicine & Science in Sports & Exercise姞 313
inversion– eversion about the anteroposterior axis of the foot
(after Cole et al. (9)). Tibial rotation (corresponding to
abduction–adduction in the above sequence) was calculated
with a different sequence to avoid calculations about the
floating axis having limited anatomical meaning: 1) tibial
rotation about a tibia fixed proximal-distal (longitudinal)
axis, 2) inversion– eversion about the floating axis, and 3)
plantar– dorsiflexion about a calcaneus fixed mediolateral
axis (after Nigg et al. (31)).
The accuracy of the spatial reconstruction between two FIGURE 4 —Example of calcaneal inversion and eversion and tibial
rotation (subject 1 with the straight shoe sole). Thin lines: three rep-
marker triads was determined i) based on the residuals of the etitions, thick lines: mean curve. Labels on the vertical axes indicate
DLT equations averaged over the entire stance phase for all movements in the positive direction.
markers and ii) based on the deviations of the intermarker
distances of the same trials. The mean error based on DLT
tions (straight, flared, round) within each subject were small
residuals was found to be in the order of ⫾ 4°, which
(ranging between 0.17° in subject 1 and 1.79° in subject 2,
included noise error and lens distortion error. The mean
Table 2); the differences between the subjects were as large
error based on marker distances (RMS) was found to be ⫾
as 10°.
1.0° including noise error only. Thus, for the present study,
Results based on shoe markers. Shoe sole modifi-
a realistic estimation of the error was likely between the two
cations showed no systematic differences in touchdown
errors given above. The error of the shoe data was about ⫾
inversion. Subjects 2 and 4 showed the largest inversion
1.0° higher than that at the bone, because it included inac-
with the flared sole, subject 3 and 5 with the straight sole,
curacies of different standing trials with different shoes.
and subject 1 with the round shoe (Table 3). The smallest
The biomechanical factors, i.e., the test variables which
inversion was found with the round sole in subjects 3, 4, and
have been associated with specific running injuries are listed
5 and with the straight sole in subjects 1 and 2. Thus, there
in Table 1. Excessive eversion has been suggested to force
was no consistent pattern of shoe inversion at touchdown
the Achilles tendon to bend laterally, hereby producing an
across the five subjects.
asymmetric stress distribution across the tendon, which
could lead to Achilles tendon problems (8,34). Excessive
Variables of Maximum Velocity (˙ max, ˙ max)
eversion velocity has been associated with overloading and
injury of the muscles of the posterior tibial compartment, Results based on bone pin markers. The differ-
e.g., medial tibial stress syndrome (10,34,36,41). Excessive ences in maximum eversion velocity (˙ max) between the
tibial rotation has been associated with changes in the track- heel flare modifications (between 23°䡠s-1 in subject 5 and
ing of the patella, hereby changing the contact pressure and 98°䡠s-1 in subject 4) were smaller than the differences be-
possibly the friction of the articulating surface of the patella, tween the subjects (smallest in subject 5 with 68 –90°䡠s-1 and
which may be related to the occurrence of the patellofemoral largest in subject 1 with 144 –191°䡠s-1, Table 2). The flared
pain syndrome (39). Tibial rotation is thought to take place shoe showed enhanced eversion velocity in subjects 1, 2,
as a result of the movement coupling from the calcaneus to and 4, but not in subjects 3 and 5, compared with the straight
the tibia. All these variables indirectly describe the move- shoe condition. The round shoe showed a reduced eversion
ment at those structures of interest, but do not directly velocity only in subject 4, but an increased velocity in all
describe the load within these structures. However, they are other subjects, compared with the straight shoe condition.
relatively easy to quantify.
RESULTS
The general patterns of eversion and tibial rotation are
presented in Figure 4 (single curves of a typical subject) and
Figure 5 (mean curves of each condition for each subject).
In all subjects, eversion and internal tibial rotation took
place from touchdown until midstance; thereafter, the move-
ments reversed to inversion and external tibial rotation until
take-off. These general movement patterns were found to be
consistent for all subjects and test conditions.
Hence, measured on the bone level, there were no system- Variables of Maximum (max) and of Total
atic effects on maximum eversion velocity because of the Movement (⌬max, ⌬max)
heel flare modifications.
Results based on bone pin markers. The differ-
The differences in maximum internal tibial rotation ve-
ences in maximum (max) and total eversion (⌬max) be-
locity (˙ max; between 6°䡠s-1 in subject 2 and 26°䡠s-1 in
tween shoe sole modifications were in the order of 1–3°, but
subject 1) were smaller than the differences between the
subjects (smallest in subject 3 with 44 –54°䡠s-1 and largest in the differences between the subjects were up to 7° (Table 2).
subject 5 with 85–107°䡠s-1). The flared shoe showed en- The flared shoes showed an increased total and maximal
hanced internal tibial velocity in subjects 2 and 4, but not in eversion in subjects 1 and 4, a decreased eversion in subject
subjects 1, 3, and 5, compared with the straight shoe con- 3, and an inconsistent result in subjects 2 and 5. Total and
dition, and the round sole was found with reduced internal maximal eversion was decreased with round soles in sub-
tibial velocity in all subjects except subject 2. jects 2 and 4 but increased in all other subjects. Hence, there
Results based on shoe markers. The flared shoe were no systematic shoe sole effects with respect to maxi-
was found with an increased maximum eversion velocity in mum and total eversion on the bone level.
subjects 2 and 4 only (Table 3). Subjects 1 and 3 showed the Total internal tibial rotations (⌬max) between shoe sole
largest velocity with the round shoe and subject 5 with the modifications were in the order of 1–2°, and the differences
straight shoe. Thus, shoe modification effects on maximum between the subjects were in the order of 0 –3.5°. Thus,
eversion velocity were unsystematic across the five subjects. there were no systematic shoe sole effects with respect to
The comparison of the maximum eversion velocity mea- total internal tibial rotation.
sured at the shoe (˙ max/shoe) with that at the bone (˙ max/bone) Results based on shoe markers. Although consid-
is shown in Fig. 6. Maximum eversion velocity of the shoe erable shoe modification effects were found on shoe ever-
varied between 160°䡠s-1 and 450°䡠s-1. The shoe eversion sion, the results were not as expected (Table 3). All subjects
velocity was about twice as large as that at the bone (varying had the largest maximum eversion with the round shoe (and
between 70°䡠s-1 and 225°䡠s-1). Increased shoe eversion ve- not with the flared shoe as expected) and the smallest
locities correlated with increased bone eversion velocities maximum eversion with either the flared sole (subjects 1
(r ⫽ 0.79; Fig. 6: mean subjects 1–5), showing a good and 4) or the straight sole (subjects 2, 3, and 5). Thus, the
relationship between internal (bone) and external (shoe) main shoe sole effect was unsystematic across the five
movements. subjects.
TABLE 3. The results and SD of the study variables based on shoe mounted markers; positive values represent eversion and internal tibial rotation; negative values denote
inversion.
Variable Condition Subject 1 Subject 2 Subject 3 Subject 4 Subject 5 Mean SD
o [°] straight ⫺2.55 (1.37) ⫺6.03 (1.56) ⫺3.99 (1.07) 0.84 (2.77) ⫺6.56 (1.74) ⫺3.66 (2.98)
flared ⫺3.56 (4.84) ⫺7.47 (0.72) ⫺2.75 (1.55) ⫺1.10 (1.44) ⫺3.20 (2.68) ⫺3.62 (2.35)
round ⫺3.75 (1.10) ⫺6.22 (1.18) ⫺0.76 (1.04) 2.81 (1.49) ⫺2.04 (0.95) ⫺1.99 (3.37)
max [°] straight 20.26 (0.70) 12.59 (0.84) 9.33 (1.39) 15.80 (1.69) 5.71 (1.14) 12.74 (5.63)
flared 17.56 (1.00) 12.67 (1.61) 10.42 (2.64) 14.87 (1.39) 8.41 (1.06) 12.79 (3.61)
round 22.37 (1.09) 13.98 (0.71) 17.02 (0.48) 16.73 (1.30) 9.90 (1.66) 16.00 (4.57)
⌬max [°] straight 22.81 (2.06) 18.62 (1.02) 13.33 (2.43) 14.96 (4.42) 12.27 (1.55) 16.40 (4.32)
flared 21.12 (5.76) 20.14 (1.82) 13.17 (1.96) 15.97 (1.38) 11.61 (2.77) 16.40 (4.18)
round 26.11 (2.00) 20.20 (1.47) 17.77 (0.78) 13.91 (0.31) 11.94 (1.18) 17.99 (5.57)
˙ max [° 䡠 s⫺1] straight 321.12 (16.92) 291.81 (61.15) 226.84 (90.20) 274.85 (165.32) 218.10 (21.43) 266.54 (43.62)
flared 328.26 (49.11) 393.07 (81.33) 195.43 (76.10) 318.46 (92.01) 157.99 (48.67) 278.64 (98.26)
round 454.92 (39.82) 371.75 (77.39) 286.75 (56.62) 302.49 (59.73) 191.91 (47.38) 321.56 (98.35)
EFFECTS OF SHOE SOLE CONSTRUCTION ON RUNNING Medicine & Science in Sports & Exercise姞 315
modifications did not influence calcaneal abduction (and
consequently eversion) substantially.
It is possible that shoe eversion results may depend on the
shoe marker configuration. In a small additional study (one
subject, three shoes, three repetitions each), the more ante-
rior marker configuration S1-S2-S3 was compared with the
more posterior configuration S1-S4-S5 (Fig. 1). The results
showed that total shoe eversion with the anterior configu-
ration was 2– 4° larger than with the posterior configuration,
suggesting that anteriorly placed markers are likely to in-
clude midfoot rotations compared with posteriorly placed
markers. Thus, the present shoe eversion results may be
dependent on the position of the shoe markers and should be
investigated systematically in future studies.
DISCUSSION
The results of this study showed that the shoe sole mod-
ifications did not produce the expected systematic effects on
the test variables. This is in contrast to the expectations I and
II of this study. Evidence was found that a relationship or
coupling effect between shoe and bone eversion occurred
during running, which is in accordance with expectation III.
Large lateral heel flares were found neither to increase foot
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