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Biodynamics

Effects of shoe sole construction on skeletal


motion during running
ALEX STACOFF, CHRISTOPH REINSCHMIDT, BENNO M. NIGG, ANTON J. VAN DEN BOGERT,
ARNE LUNDBERG, JACHEN DENOTH, and EDGAR STÜSSI
Human Performance Laboratory, The University of Calgary, CANADA; Karolinska Institute, Department of Orthopaedics,
University Hospital, Huddinge, SWEDEN; Sulzer Orthopedics Ltd., Winterthur, SWITZERLAND; Biomedical Engineering,
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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

312 Official Journal of the American College of Sports Medicine http://www.acsm-msse.org


In addition to the study variables, eversion of the shoe
relative to the tibia was also determined, with the standing
trial of each shoe condition being used for the definition of
the neutral position for this purpose. The shoe variables
were determined to compare the results of this investigation
with previous studies using external markers and to quantify
the relative movement of the shoe and the calcaneus caused
by slipping of the heel inside the shoe. However, it has to be
kept in mind that two of the shoe markers were placed at the
midfoot. Thus, strictly spoken, shoe eversion of the present
study was a combination of shoe eversion at the calcaneus
and at the midfoot.

Data Analysis and Reduction


KineMat, a set of programs written in MATLAB™, was
adapted from Reinschmidt et al. (33) for the specific needs
of this investigation, which allowed the reconstruction of the
three-dimensional position of the markers and the calcula-
tion of the relative segmental movements. The barefoot
standing trial was used as the neutral position to define the
segment-fixed coordinate systems of the calcaneus and tibia.
For that purpose, the subjects were instructed to stand with
straight knees, the ankle in the neutral position of 90°
dorsiflexion and the feet aligned parallel to the force plat-
form, representing the laboratory coordinate system. The
FIGURE 2—Bone pin marker positioning: at the tibia from T1 to T3, standing trials with the respective shoe conditions were used
at the calcaneus from C1 to C3, at the shoe from S1 to S3, and the for the shoe marker analysis. The intersegmental rotations
posterior shoe markers S4 and S5. were calculated for the stance phase of all test conditions as
Cardanic angles using a joint coordinate system approach
contact on the force plate. The synchronization was accurate (JCS) at the ankle joint complex. Inversion– eversion was
within one frame, corresponding to 5 ms in the worst case. calculated with the following sequence of rotations: 1) plan-
A calibration frame with six control points (0.5 ⫻ 0.5 ⫻ 0.5 tar– dorsiflexion about a tibia fixed mediolateral axis, 2) foot
m3) was used for the three-dimensional reconstruction. abduction–adduction about the floating axis, and 3)
The subjects performed heel-toe running trials with a
relatively low running speed of between 2.5 and 3.0 m䡠s-1.
The running speed was monitored by photo cells placed
0.7 m in front and behind the force platform. Each of the test
conditions was repeated three times, and trials were repeated
if the subjects did not land with their right foot on the force
plate and/or if an obvious modification of the gait pattern
occurred.

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.

Inversion at Touchdown (␤o)


Results based on bone pin markers. All subjects FIGURE 5—Mean curves of calcaneal inversion and eversion and
tibial rotation of all conditions and all subjects: (䡠䡠䡠) straight, (—)
consistently lowered their feet toward the ground in an flared, (- -) round shoe sole. The standard deviation during the stance
inverted position. The differences between the shoe condi- phase was on average ⴞ 1.1° for eversion and tibial rotation.

314 Official Journal of the American College of Sports Medicine http://www.acsm-msse.org


TABLE 2. The results and SD of the study variables based on bone pin data; 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 ⫺11.22 (0.87) ⫺7.07 (1.08) ⫺1.97 (1.66) ⫺2.17 (1.72) ⫺4.01 (1.21) ⫺5.29 (3.90)
flared ⫺11.05 (2.51) ⫺8.72 (1.66) ⫺1.28 (1.48) ⫺3.29 (0.40) ⫺3.29 (1.40) ⫺5.53 (4.15)
round ⫺11.15 (1.45) ⫺6.93 (0.59) ⫺1.50 (0.43) ⫺1.71 (0.71) ⫺3.82 (0.48) ⫺5.02 (4.06)
␤max [°] straight ⫺0.77 (0.20) 4.02 (0.91) 5.87 (0.82) 6.45 (0.52) 1.97 (1.29) 3.51 (2.96)
flared ⫺0.09 (0.42) 2.46 (1.94) 5.25 (1.97) 6.56 (0.44) 2.32 (0.51) 3.30 (2.63)
round 0.23 (1.09) 3.38 (1.79) 6.39 (0.06) 3.60 (1.26) 2.59 (2.22) 3.24 (2.21)
⌬␤max [°] straight 10.45 (0.76) 11.09 (1.09) 7.84 (1.34) 8.62 (2.16) 5.98 (2.51) 8.80 (2.05)
flared 10.96 (2.73) 11.18 (3.05) 6.52 (1.17) 9.86 (0.28) 5.61 (1.89) 8.83 (2.59)
round 11.37 (2.41) 10.31 (1.43) 7.89 (0.50) 5.31 (0.59) 6.41 (2.70) 8.26 (2.56)
␤˙ max [° 䡠 s⫺1] straight 144.47 (22.67) 138.25 (21.23) 125.10 (33.77) 170.95 (94.39) 80.84 (36.97) 131.92 (33.08)
flared 172.49 (44.10) 160.66 (54.11) 108.64 (17.36) 211.97 (50.70) 67.72 (24.54) 144.30 (56.52)
round 191.47 (41.80) 162.55 (15.16) 149.43 (22.42) 113.44 (30.11) 90.06 (3.42) 141.39 (40.11)
⌬␳max [°] straight 4.86 (0.38) 3.88 (0.10) 3.29 (0.92) 5.50 (0.75) 4.95 (1.50) 4.50 (0.89)
flared 4.02 (1.08) 5.26 (1.55) 3.46 (1.46) 4.87 (1.00) 5.93 (0.70) 4.71 (0.98)
round 4.29 (0.74) 6.19 (1.75) 2.76 (0.53) 4.28 (2.13) 5.73 (1.03) 4.65 (1.36)
␳˙ max [° 䡠 s⫺1] straight 94.69 (24.88) 78.31 (20.97) 53.98 (22.19) 86.26 (22.48) 107.20 (30.21) 84.09 (19.95)
flared 87.38 (22.64) 82.14 (24.73) 45.78 (24.19) 98.21 (11.73) 85.32 (12.38) 79.77 (19.93)
round 68.72 (22.41) 84.25 (25.09) 44.27 (3.35) 80.52 (21.88) 84.51 (12.46) 72.46 (17.01)

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

FIGURE 6 —Maximum eversion velocity of the shoe relative to the


bone. Diagrams “Subject 1–5” show each trial of all subjects. Diagram
“Mean subject 1–5” shows the mean values of each shoe condition of
all subjects. (Bone values may differ slightly from Table 2 because of
different standing trial results from different shoes.)

The comparison of total eversion measured at the shoe


(⌬␤max/shoe) with that at the bone (⌬␤max/bone) is shown in
Figure 7. Eversion at the shoe level varied between 11° and
26°. Shoe eversion was found to be about twice as large as
bone eversion (r ⫽ 0.88; Fig. 7: mean subjects 1–5), and the
two movement patterns varied between touchdown and
take-off. Immediately after heelstrike, the shoe moved con-
siderably more than the bone, then toward midstance the
shoe and bone moved together until shortly before take-off
(Fig. 8).

Calcaneal Abduction and Shoe


Marker Configuration
It has previously been shown that a variation of abduc-
tion–adduction of the foot (in the transverse plane) could
contribute to a variation of eversion–inversion (5). For that
purpose, calcaneal abduction between touchdown and mid-
stance was additionally calculated using KineMat. The re-
sults showed that the mean values between each shoe con-
dition (based on three repetitions) varied individually only FIGURE 7—Total eversion of the shoe relative to the bone. Diagrams
by 1–2° (e.g., smallest in subject 3 between 3° and 3.5° and “Subject 1–5” show each trial of all subjects. Diagram “Mean subject
1–5” shows the mean values of each shoe condition of all subjects.
largest in subject 1 between 5° and 7°). Thus, overall, the (Bone values may differ slightly from Table 2 because of different
subjects ran relatively constant, which suggests that the shoe standing trial results from different shoes.)

316 Official Journal of the American College of Sports Medicine http://www.acsm-msse.org


lever length over time of various shoe sole modifications to
clarify this issue.
The test shoes had a cutout in the lateral heel counter (Fig.
2), which was necessary to prevent impingement with the
calcaneal bone pin. This cutout may have reduced heel
counter rigidity and the fit of the heel inside the shoe,
although the coupling between the calcaneus and the shoe
seemed relatively constant throughout the stance phase
(Figs. 6 – 8). On the other hand, van Gheluwe et al. (14)
provided evidence that heel eversion is independent of the
rigidity of the heel counter. Thus, whether or not heel
counter rigidity or lateral cutouts had a systematic effect
during testing cannot be answered conclusively.
The results on total internal tibial rotations were found
consistent with those reported by Lafortune et al. (22), who
found no significant differences in internal tibiofemoral
rotation between normal and varus wedged shoes. Total
internal tibial rotation of this study was found to be smaller
than in previous studies measuring internal tibial rotation
FIGURE 8 —Shoe eversion as a function of calcaneus eversion. Pre- during running (8.9 –11.1° (26); 15° (35); 22° (31)) using
sented are three trials of subject 1 with the straight shoe. HS, heel external markers as well as during walking (6 – 8° (23);
strike; TO, takeoff.
11.1° (33)) using bone markers and during walking using
external markers (7.5° (33)). This suggests that the present
tibial rotation values were either comparatively small, that
eversion velocity nor internal tibial rotation velocity com-
previous results based on external markers overestimated
pared with reduced heel flares. Similarly, neither maximum
tibial rotation, and/or that tibial rotation during running may
nor total eversion and tibial rotation were increased with
be of about the same order of magnitude than during
large heel flares.
walking.
The above discussed results may be influenced by the
Eversion and Tibial Rotation
application of local anesthesia, which was necessary be-
Generally, the movement patterns of this study (Figs. 4 cause of the invasive character of the study. It is possible
and 5) were found to be similar to previous investigations that due to the anesthetic the proprioceptive feedback and,
using external markers in running (1,26,31,35,39), using consequently, possible adaptations of the movement pattern
bone markers in running (25), as well as bone markers in to different shoe conditions may have been changed. To test
walking (22,23). Shoe eversion velocities of this study were this, Reinschmidt et al. (33), using the same subjects at the
found comparable to previous studies using shoe markers same test date, compared three trials with and without bone
(Clarke et al. (7): 532°䡠s-1; Williams and Ziff (42): 475°䡠s-1; pins in subjects 2 and 4. It was concluded that pre- versus
van Woensel and Cavanagh (43): 408°䡠s-1), considering the postoperative knee and ankle joint rotations showed graphs
slightly faster running speed of these studies (3– 4 m䡠s-1), that were similar in shape and magnitude, the maximum
compared with the present one (2.5–3 m䡠s-1). differences being 2°. Thus, it is unlikely that the local
It was expected that the large lever of the flared shoe sole anesthesia had a substantial effect on the results, and it
would produce the largest eversion velocity and that the remains speculative whether the subjects would have
decreased lever of the round sole the smallest. This was not adapted their individual running patterns toward the test
the case and is in contrast to previous investigations using shoes if the local anesthesia was not present.
shoe markers, where it was concluded that prominent lateral Running is a movement pattern which may be difficult to
heel flares cause an increased initial eversion or eversion alter by interventions such as shoe sole modifications. More
velocity (6,10,29,30). It was further expected that the flare specifically, locomotion is thought to be controlled by a
of the shoe sole would increase maximum shoe eversion and central pattern generator (44). During running, a basic lo-
the round shoe sole would decrease maximum shoe ever- comotor-like pattern is modulated by input from supraspinal
sion. However, all subjects had the largest maximum ever- centers and motion related feedback (44). One may there-
sion with the round shoe and the smallest maximum ever- fore argue that a running pattern is predetermined and that
sion with either the flared sole or the straight sole. It is muscular activity during running is used to adapt to shoe
speculated that i) the prominent lateral flare compressed modifications. Although muscle activation (i.e., EMG) was
considerably during touchdown hereby reducing the acting not measured in this study, muscular activity as a response
lever and that ii) the hard outer sole of the round shoe to shoe modifications may have been present during testing.
deformed very little, which may have favored a rolling This possible explanation is supported by the following
action of the foot, resulting in a large maximum eversion. argument: A number of authors have suggested that for a
Future investigations may want to establish the change of given task, there may be various solutions with respect to
EFFECTS OF SHOE SOLE CONSTRUCTION ON RUNNING Medicine & Science in Sports & Exercise姞 317
the rotations between different segments of the lower ex- CONCLUSIONS
tremity (12,22,24). Thus, a specific movement, such as
running, may be associated with individual movement pat- In this in vivo study shoe sole modifications did not
terns such that an external input (i.e., shoe sole modifica- change tibiocalcaneal rotations substantially but demon-
tions) may have only small and varying effects on the strated a significant correlation between shoe and bone
kinematics of the calcaneus and tibia. movement patterns during running. The following conclu-
sions can be drawn from the results of this study:
Shoe Eversion Mean shoe sole effects were found to be small (less than
1°) but differences between subjects were found to be large
Previously reported differences in maximum eversion (up to 7°). Thus, on the bone level, shoe sole effects on
between shoe and skin were between 2° and 4° (7,14,28,37),
tibiocalcaneal movements may be small and unsystematic.
which is considerably smaller than the differences found in
Total shoe eversion and shoe eversion velocity were
this study (between 5° and 20°, Table 2 and 3). This in-
found to be approximately twice as large as the respective
creased shoe movement may explain the high eversion ve-
bone level measurements, the correlation being r ⫽ 0.88
locity that occurred early in the stance phase (Table 3). One
possible explanation for this discrepancy (between the (between total shoe and bone eversion) and r ⫽ 0.79 (be-
present data and previous investigations) may be the differ- tween maximum shoe and bone eversion velocity). This
ences in the methodologies used. The previous studies used suggests that there may be a relationship or coupling effect
shoe and skin markers and a two-dimensional approach, between the shoes and bone. This relationship is possibly
whereas the present study used a three-dimensional ap- influenced by the shoes and the configuration of the markers
proach and shoe eversion was calculated relative to the tibia attached to the shoe.
using bone markers. The observed relative movement be- Simultaneously measured shoe markers showed no sys-
tween the bone and shoe is suggested to consist of slipping tematic shoe sole effects on shoe eversion, which is in
inside the shoe and of fat pad and shoe material contrast to previous studies. It can be argued that if system-
deformations. atic shoe sole effects were present at the shoe level, then
The large shoe eversion of the round shoe was not re- bone level effects could be expected. However, since the
flected by the bone eversion results. Thus, the increased present results do not support this argument, it is possible
shoe eversion (possibly induced by the round sole construc- that local anesthesia, individual muscular responses and/or
tion) may have been compensated by muscular activation the test shoe construction influenced the calcaneus and tibia
such that the kinematics on the bone level remained kinematics during running.
unchanged.
In an additional study (with the same test subjects at the This study was supported by the Swedish Defense Material Ad-
same test date (38)), the results of a normal shoe were found ministration, the Swiss Federal Sports Commission (ESK), the Olym-
to be very similar to those of the straight shoe. The normal pic Oval Endowment Fund of Calgary, and ADIDAS America. The
help of N. Murphy, R. Lawson, H. Strebel, J. Waser, E. Avramakis,
shoe was constructed with softer material on the lateral side A. Ming, and T. Haag at various stages of the project was greatly
(Shore A35). This indicates that the subjects may have appreciated.
altered their muscular activity not only to shoes with dif- Address for correspondence: Alex Stacoff, Laboratory for Bio-
ferent sole geometry (as in present study) but also to shoes mechanics, Dept. of Materials, ETH Zürich, Wagistrasse 4, 8952
Schlieren, Switzerland; E-mail: Stacoff@biomech.mat.ethz.ch.
with different midsole hardness.

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