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3 authors, including:
Lei Ren
Zhihui Qian
Jilin University
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Abstract
Biological musculoskeletal system (MSK), composed of numerous bones, cartilages, skeletal muscles, tendons, ligaments
etc., provides form, support, movement and stability for human or animal body. As the result of million years of selection and
evolution, the biological MSK evolves to be a nearly perfect mechanical mechanism to support and transport the human or
animal body, and would provide enormously rich resources to inspire engineers to innovate new technology and methodology to
develop robots and mechanisms as effective and economical as the biological systems. This paper provides a general review of
the current status of musculoskeletal biomechanics studies using both experimental and computational methods. This includes
the use of the latest three-dimensional motion analysis systems, various medical imaging modalities, and also the advanced
rigid-body and continuum mechanics musculoskeletal modelling techniques. Afterwards, several representative biomimetic
studies based on ideas and concepts inspired from the structures and biomechanical functions of the biological MSK are discussed. Finally, the major challenges and also the future research directions in musculoskeletal biomechanics and its biomimetic
studies are proposed.
Keywords: musculoskeletal system, biomechanics, multi-scale, biomimetics, biologically inspired robots and mechanisms
Copyright 2014, Jilin University. Published by Elsevier Limited and Science Press. All rights reserved.
doi: 10.1016/S1672-6529(14)60033-0
1 Introduction
A musculoskeletal system (MSK) is a biological
system composed of bones, cartilages, skeletal muscles,
tendons, ligaments and other connective tissues (see
Fig. 1). The major function of the MSK is to provide
form, support, movement and stability for the human or
animal body. The MSK can be roughly considered to
have two constituent sub-systems: the skeletal system
and the muscular system.
The skeletal system consists of all the bones in the
body and also the connecting tissues, e.g. cartilages and
ligaments. The skeletal system provides the fundamental
framework for body shape and load bearing, and also
protects internal organs, e.g. brain, heart, lungs and liver
etc., from external impacts. In the skeletal system, bones
are connected to each other by joints, which provide
articulations in MSK. The most common type of joint is
synovial joint, which consists of fibrous connective
tissue capsule (ligaments) and the periosteum of the
Corresponding author: Lei Ren
E-mail: lei.ren@manchester.ac.uk
160
= 1.5 MPa
Fig. 2 The foramen in horse third metacarpus bone and its stress analysis[5].
Ren et al.: Biomechanics of Musculoskeletal System and Its Biomimetic Implications: A Review
Torso
Humerus
Forearm+hand
Thigh
Pelvis
Shank
X
K
Fgl
161
lenging.
To complement the motion capture, many biomechanics labs are also equipped with force sensing devices to record the simultaneous kinematic and kinetic
data associated with human/animal motions. 3D force
platforms are normally used to measure the ground reaction forces and moments induced by human/animal
motions. Integrated with the simultaneous motion data,
joint kinetic analysis can normally be conducted by
using the inverse dynamics method[17,2830]. Additionally,
pressure plates are often employed to record the foot
pressure distribution during human/animal motions[3134].
In addition to multi-camera systems, portable motion
sensors are also used to capture human/animal body
motions, e.g. inertia sensors (i.e. accelerometers, gyroscopes etc.) and magnetometers etc.[3538]. This offers an
alternative way to measure the human/animal motions
outdoors without the constraints of the indoor equipments[39,40].
2.2 Surface electromyography
Human or animal electromyography signals at different motor activities can be recorded using invasive or
non-invasive methods. Surface electromyography
(sEMG) is a non-invasive technique widely used for
detecting and recording muscle electrical activity that
occurs during muscle contraction and relaxation cycles
by using surface electrodes. The sEMG signal is normally used in musculoskeletal biomechanics studies as
an indicator of the initiation of muscle activation, as an
estimator of the force produced by a contracting muscle,
or as an index of the fatigue occurring within a muscle[28,41,42]. In other words, sEMG signals may contain
information about whether a muscle is active or not, if a
muscle is more or less active, when it is on and/or off,
and also if it fatigues[43]. However, raw sEMG data may
contain mixed electrical signals from multiple muscles
nearby the electrodes and/or noisy signals due to
movement artifact, so dedicated signal processing is
normally needed before useful information can be obtained to interpret the muscle functions[28,44,45].
Foot
K
M gl
K
M gr
K
Fgr
Fig. 3 The three-dimensional whole body model with 13 segments and 12 connecting joints. A specially designed marker
cluster system mounted on plastic plates was used to capture the
segmental motions[17].
162
Ren et al.: Biomechanics of Musculoskeletal System and Its Biomimetic Implications: A Review
163
provide very little information about the in vivo condition of the whole column during dynamic motions.
Whereas some FE models consisting of a series of
connected vertebrae could predict the dynamic responses of the spine to external loads[98,99]. Zhang et al.
constructed a detailed cervical spine model (C0-C7)[100].
The predicted biomechanical response of human neck
under physiological loadings, near vertex drop impact
and rear-end impact conditions, were analyzed and
compared with published measurement data, demonstrating potential for future biomedical and traumatic
studies.
The human foot is a very complex structure comprising numerous bones, joints and soft tissues, delivering a variety of biomechanical functions during human
motions. Over the past decades, a large number of studies
based on FE method have been conducted to investigate
the biomechanical functions of the foot complex. Lemmon et al. used a 2D FE model to study the effect of
insoles on therapeutic footwear based on quasi-static
simulations[101]. Patil et al.[102] conducted a stress distribution study on normal and neuropathic feet during gait
using a 2D model, which was constructed from a lateral
X-ray image. Wu[103] constructed a 2D FE model to study
the foot bone and muscle stresses resulting from plantar
fasciotomy and major plantar ligament injuries. Chu et
al.[104] conducted a static parametric analysis using an
asymmetric 3D FE foot model to investigate the ankle-foot orthosis effects by considering the foot complex
as a single segment. Jacob et al.[105] developed a 3D FE
model with the purpose being to investigate the contributing factors to disintegration of tarsal bones in Hansens
disease and diabetes. Gefen et al.[106] constructed a subject-specific 3D foot model based on realistic bone geometry to investigate the biomechanical foot function
during gait. The stress distribution analysis was conducted at six representative instants of time during gait.
Gefen[107,108] also developed a 2D FE model to investigate the foot biomechanics following surgical plantar
fascia release and also to evaluate the plantar stress distribution of a standing diabetic foot. Cheung et al.[109111]
developed a more complicated 3D foot model by using
realistic bone geometry and nonlinear material properties.
The model was used to investigate the effects of plantar
fascia stiffness and Achilles tendon loading, and also to
conduct the parametric design using different structural
and material properties of a foot orthosis. Recently, the
164
t = 0 (s)
t = 0.03 (s)
t = 0.19 (s)
t = 0.23 (s)
t = 0.40 (s)
t = 0.44 (s)
t = 0.08 (s)
t = 0.27 (s)
t = 0.43 (s)
t = 0.45 (s)
Fig. 5 The von Mises stress distribution predicted by a dynamic finite element foot model at 10 representative instants of
time over the whole stance phase of human walking[118].
Ren et al.: Biomechanics of Musculoskeletal System and Its Biomimetic Implications: A Review
165
Extended
Flexed
166
Ren et al.: Biomechanics of Musculoskeletal System and Its Biomimetic Implications: A Review
(b)
Hip motor
Springs
Passive joints
Rubber
(c)
167
168
vivo material properties of the soft tissues and hard tissues in MSK. For example, the definition of the constitutive equation of cancellous bones is still a subject of
debate, in particular those relating to post-elastic behaviour[173175], and the failure criteria[176,177]. Similarly,
there are also lacks of accurate definitions for the in vivo
material properties for the soft tissues (e.g. cartilages,
ligaments, tendons and muscles etc.).
Another challenging work in FE modelling of MSK
is to provide bio-realistic representations of the anatomy,
structure and function of the human MSK at different
levels/scales (e.g. organ level, tissue level and cell level).
As we know, mechanical loadings at macro level have
effect on behaviours at micro level, conversely mechanical properties at micro level influence system responses at macro level[178]. For example, diabetic foot
ulceration may have a biomechanical etiology[179]. For
patients with diabetes, some common daily activities,
e.g. walking, may be harmful because diabetes may
affect the biological functions of MSK at various levels.
Dysfunctions at different levels manifest themselves in
terms of loss of sensation[180], changes in control of
movement[181], and alteration of tissues[182] and also cell
properties[183]. It is unclear how do mechanical loads at
macro level (e.g. ground reaction forces) response to
cellular deformations that may cause cell damage or
even ulceration. Mechanical loadings at macro level (e.g.
increased foot contact pressures), redistribution of stress
due to changes in tissue composition (e.g. muscular
atrophy[184], cell distribution within tissues, increased
mechanical loading of cells or their decreased damage
resistance may all have contributions to the development
of ulceration. Therefore, a multi-scale modelling
framework is needed to identify the pathways to cell
damage from the mechanical loadings at organ level
through to the deformations at cell level.
Multi-scale modelling has been used in basic science and engineering areas e.g. mathematics, material
science, chemistry and fluid dynamics etc. for many
years. When applied to MSK biomechanics, the
multi-scale modelling approach is normally based on an
integrated hierarchical structure at multiple body levels,
where the mechanical outputs of macro level models are
transmitted to micro level models with detailed representations of MSK at tissue and cell level[185]. Normally,
rigid body dynamics is used to simulate the mechanical
behaviour of MSK at body level, and continuum me-
chanics is employed to represent the stress-strain interplay at organ level, whereas for simulations at tissue and
cell levels specialized algorithms and solvers are normally needed[178,185]. Therefore, multi-scale MSK
simulations are computationally intensive, and require
intricate representations and also effective simulation
strategies/approaches to describe the complex interactions among multiple levels.
After multi-scale MSK simulations are conducted
to address specific research problems or particular
clinical questions, the next challenging stage is to interpret and validate the simulation results. It is a very
daunting and time consuming task to interpret the complicated calculation outcomes obtained or to extract
clinically meaningful information from the huge amount
of database generated by the multi-scale simulations.
Moreover, the lack of in vivo subject-specific data (e.g.
muscle forces, mechanical properties of hard and soft
tissues etc.) and the complexity associated with experimental measurements make the validation of the
simulation results even more challenging[178]. Although
parameter sensitivity studies coupled with statistical
populations of in vivo and primarily in vitro data may
provide some initial verifications, the limitation of the
current measuring techniques make a thorough subject-specific in vivo validation impossible. Furthermore,
the highly demanding nature of clinical problems need
the future multi-scale MSK models to be easy-to-use,
robust and also with timely solutions.
It is evident that, for multi-scale modelling of human/animal MSK, from its solution formulation to experimental validation and clinical application, the inherent challenges are hard to be handled based on the
current capacity of experimental and computational
biomechanics. To tackle them effectively, some synergetic efforts are necessary not only by coordinating all
works involved in a coherent way, but also by increasing
and encouraging the level of resources sharing and exchange in biomechanics community, e.g. data and model
sharing (including those developed by commercial
software packages and self-coded models), format
standardization, and dissemination of solution databases
with model distribution.
Acknowledgements
This work was supported by the International
Cooperation Project of National Natural Science
Ren et al.: Biomechanics of Musculoskeletal System and Its Biomimetic Implications: A Review
Foundation of China (No. 50920105504), the UK Engineering and Physical Sciences Research Council Grant
(No. EP/I033602/1), the Project of National Natural
Science Foundation of China (No. 51105167) and the
scientific and technological development planning project of Jilin Province, China (No. 20130522187JH).
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