Abstract
Given that Thoroughbred horses’ canter is an asymmetric gait, not only speed but also leading or trailing limbs could affect muscle activities. However, the muscle activity during a canter remains poorly understood. Hence, we aimed to investigate speed and lead-side (leading or trailing) effects on surface electromyography (sEMG) during a canter. The sEMG data were recorded from left Musculus brachiocephalicus (Br), M. infraspinatus (Inf), long head of M. triceps brachii (TB), M. gluteus medius (GM), M. semitendinosus (ST), and M. flexor digitorum longus of seven Thoroughbreds with hoof-strain gauges at the left hooves. Horses cantered on a flat treadmill at 7, 10, and 13 m/s for 25 s each without lead change. Subsequently, the horses trotted for 3 min and cantered at the same speed and duration in the opposite lead side (“leading” at the left lead and “trailing” at the right lead). The order of the lead side and speed was randomized. The mean of 10 consecutive stride durations, duty factors, integrated-EMG values (iEMG) for a stride, and muscle onset and offset timing were compared using a generalized mixed model (P < 0.05). Stride durations and duty factors significantly decreased with speed regardless of the lead side. In all muscles, iEMG at 13 m/s significantly increased compared with 7 m/s (ranging from +15% to +134%). The lead-side effect was noted in the iEMG of Br (leading > trailing, +47%), Inf (leading > trailing, +19%), GM (leading < trailing, +20%), and ST (leading < trailing, +19%). In TB, GM, and ST, muscle onset in trailing was earlier than the leading, while offset in the leading was earlier in Br. In conclusion, different muscles have different responses to speed and lead side; thus, both the lead side and running speed should be considered during training and/or rehabilitation including canter or gallop.
Introduction
In horses, locomotion is derived from a complex coordination of forces generated by muscle activation and elastic energy by tendons and ligaments. Understanding these mechanisms is essential for the equine industry to prevent injury or propose a training method. Until recently, several studies using surface electromyography (sEMG) have reported that the muscle activity during trotting increases with speed [1–5]. However, the effect of speed on muscle activity during canter and gallop [6], which are the gaits required in considerably high-intensity exercises (e.g., cross-country and horse racing), remains poorly known.
Canter and gallop are asymmetric gaits, whereas walking and trotting are symmetric gaits [7]. In symmetric gaits, ground reaction force and kinematics are similar in the left and right limbs of sound horses [7–9] but are different in asymmetric gaits [10, 11]. For example, the range of motion in elbow joints is higher in the leading limbs than in the trailing limbs, whereas that in hip joints is higher in the trailing limbs [10]. Furthermore, ground reaction force is higher in the trailing hind limb than in the leading limb at 10 m/s canter [11]. Thus, the leading and trailing limbs play different roles during a canter, and their muscle activities could differ according to each muscle’s function. By elucidating muscle activity differences between leading and trailing limbs, those involved with equine industry could make a better training and/or rehabilitation program.
This study aimed to investigate the effect of speed and lead side (leading or trailing) on muscle activity during a canter. We hypothesized that the muscle activity increases with speed and that some muscles exhibit a higher activity in the leading limbs and others in the trailing limbs.
Materials and methods
Ethics
The ethical and welfare regulations of the Animal Care Committee of the Equine Research Institute approved the study protocol (19–5).
Horses
We used seven clinically healthy Thoroughbreds (5 geldings and 2 mares; median age: 4 years (range: 3–9), mean ± standard deviation of body weight: 502 ± 48 kg). All horses were familiar with running on a treadmill. Before the experiments, they were trained on a 6% inclined treadmill (SÄTO AB, Knivsta, Sweden) twice a week for 3 weeks, consisting of 3 min trot (3.5 m/s) followed by 7, 10, and 13 m/s canter for 30 s at both left and right leads. This protocol was performed on a 0% inclined treadmill in the last training before the experiment.
Experimental study setup
The EMG signals of the Musculus brachiocephalicus (Br), M. infraspinatus (Inf), long head of M. triceps brachii (TB), M. gluteus medius (GM), M. semitendinosus (ST), and M. flexor digitorum longus (FDL) were recorded. In accordance with previous literature [1, 12–17], surface silver–silver chloride electrodes (H124SG, Covidien, MA, USA) with a diameter of 16 mm were attached to each muscle, parallel to the muscle fibers. We set a 25 mm distance between the center of each surface electrode, with active and reference electrodes set side by side. To ensure that the targeted muscle in each electrode location was not covered by other muscles, we verified it by ultrasonography as well as by the dissection of horses euthanized for other research projects.
The skin over each muscle and around the muscle belly were shaved and cleaned with alcohol. The electrodes were attached to the left-side muscles using a fast-acting glue (Gachi; Kokuyo Co., Osaka, Japan). The sEMG data were collected in the same way as our previous studies [14, 16, 17]. Briefly, the electrodes were connected to a compact electrode telemetry system—which had active, reference, and ground electrodes, including the wireless transmitter (ZB-150H, Nihon Kohden Corp., Tokyo, Japan)—via snap-type lead cables (TK-217-018, Unique Medical Co., Tokyo, Japan). The sEMG data from the transmitters attached by a foam pad (Foam pad 75A; Nihon Kohden Cop., Tokyo, Japan) on the horse’s body surface were stored and displayed in real time on a host computer (WEB-7000; Nihon Kohden Corp., Tokyo, Japan). If the noise was excessive or the electrodes were detached during measurement, the sEMG data were omitted from the analysis.
To detect foot-on and foot-off events, we firmly attached strain gauges (N22-FA-10-120-11-VS3; Showa Measuring Instruments, Inc., Tokyo, Japan) with glue (Gachi; Kokuyo Co., Osaka, Japan) to the dorsal midline of the left fore and hind hooves. Moreover, we synchronized the sEMG and strain gauge data by connecting dynamic strain-measuring instruments (DPM-612B; Kyowa Electronic Instruments Co., Tokyo, Japan) to the input terminal box (JC-130H; Nihon Kohden Corp., Tokyo, Japan) of the multichannel telemetry system by means of a coaxial cable with Bayonet Neill–Concelman connectors. Both the sEMG and hoof-strain gauge signals were collected at 1000 Hz with a 10 bit resolution (5 mV, full scale) and then filtered (band-pass filter including Bessel filter, 30–500 Hz for EMG; low-pass filter, 250 Hz for strain gauges).
Experimental protocol
The experiment was conducted on the 0% inclined treadmill (SÄTO AB, Knivsta, Sweden). After warming up by a 1 min walk (1.7 m/s) and a 3 min trot (3.5 m/s), the horses cantered at 7, 10, and 13 m/s for 25 s each without a lead change (Fig 1). Subsequently, they trotted for 3 min and cantered again at the same speed and duration in the opposite lead side, which was considered as “leading” at the left lead and “trailing” at the right lead. The order of the lead side and speed was randomized. When the horses performed a lead-limb change during a canter, the speed decreased to make horses trot and canter again in the same lead side.
Data analysis
We calculated the integrated-electromyography value (iEMG), which represents the area under the voltage curve of each muscle for a stride. The iEMG for 100 ms before the hoof strike, during stance time, and during the remaining swing phase were also calculated, followed by each phase’s ratio to iEMG for a stride. Furthermore, muscle activation onset and offset were detected by using enveloped signals and smoothed using a low-pass Butterworth 4th order filter with 10 Hz cutoff frequency according to a recent publication [18] through a custom-made MATLAB (Release 2022b, The MathWorks Inc., Natick, Mass., USA) script. We defined the amplitude threshold as 10% of the peak amplitude of each individual sEMG signal, and the timing threshold as 5% of the average gait cycle duration across all horses [18]. Onset and offset events for each muscle were normalized to 0%–100% of stride cycle starting at the contact of each hoof.
For the statistical analysis, we used the mean of 10 consecutive strides. All statistical data were analyzed using a commercial software (SAS version 9.4; SAS Institute, Cary, NC, USA). To ascertain whether the effects of speed and lead side (leading or trailing) on stride parameter, iEMG for a stride, and muscle onset or offset timing were significant, we conducted a generalized linear mixed-effects model with gamma distribution and log link function (PROC GLIMMIX), with the speed and lead side as a fixed effect and the individual horse as a random effect. In addition, we employed Tukey’s multiple comparisons of least squared means to characterize the differences between categories. A P value of less than 0.05 was considered statistically significant.
Results
Four horses were cantered in the right lead followed by the left lead, and three horses were cantered in the left lead followed by the right lead. Stride duration, stance time, and duty factor both in forelimb and hindlimb significantly decreased with speed (P < 0.001, Table 1), whereas the lead side did not affect any stride parameters (stride duration, P = 0.61; forelimb stance time, P = 0.28; forelimb duty factor, P = 0.35; hindlimb stance time, P = 0.30; hindlimb duty factor, P = 0.63). In post hoc test, significant changes were noted between each speed in each parameter (all P < 0.001, Table 1).
Table 1. Stride parameters at each speed both in leading and trailing limbs.
7 m/s | 10 m/s | 13 m/s | ||||
---|---|---|---|---|---|---|
Leading | Trailing | Leading | Trailing | Leading | Trailing | |
Stride duration (ms) | 544 ± 13.5a | 543 ± 17.2a | 503 ± 10.4b | 498 ± 9.60b | 471 ± 5.63c | 472 ± 6.54c |
Forelimb stance time (ms) | 168 ± 8.10a | 169 ± 10.9a | 131 ± 7.19b | 129 ± 5.45b | 110 ± 5.59c | 106 ± 3.39c |
Hindlimb stance time (ms) | 172 ± 6.18a | 168 ± 7.17a | 135 ± 6.91b | 134 ± 5.65b | 111 ± 5.75c | 112 ± 5.15c |
Duty factor (forelimb) | 0.309 ± 0.014a | 0.312 ± 0.015a | 0.262 ± 0.013b | 0.258 ± 0.012b | 0.233 ± 0.013c | 0.225 ± 0.009c |
Duty factor (hindlimb) | 0.316 ± 0.011a | 0.309 ± 0.014a | 0.269 ± 0.013b | 0.269 ± 0.014b | 0.236 ± 0.013c | 0.237 ± 0.013c |
Data are expressed as mean ± standard deviation. The effects of speed were significant in all parameters, whereas those of lead side were not. Different letters in each row mean significant differences between speed and the corresponding parameter.
Fig 2 shows a representative of sEMG waveform of each muscle during the experiment. For statistical analysis, all data for Inf, GM, and ST were used (n = 7 at each speed both in the leading and trailing limbs). In FDL, we removed the data in one horse because the electrodes were detached during the warm-up (n = 6 at each speed both in the leading and trailing limbs). The data of 10 and 13 m/s TB in the leading limb and 13 m/s Br in the leading limb of one horse were also eliminated because of excessive noise, which makes the analysis difficult (Br: n = 6 at 13 m/s in the leading limb, n = 7 at other trials, TB; n = 6 at 10 m/s and 13 m/s in the leading limb, n = 7 at other trials).
There were no interactions between speed and lead side in any muscles. Fig 3 depicts the relationships of iEMG for a stride with speed and lead side. In all muscles, the iEMG for a stride significantly increased with speed (Inf, P = 0.01; other muscles, P < 0.001). Post hoc test showed significant differences between 7 and 13 m/s in all muscles (Br: +84%, P < 0.001; Inf: +15%, P = 0.02; TB: +134%, P < 0.001; GM: +86%, P < 0.001; ST: +109%, P < 0.001; FDL: +62%, P < 0.001). Additionally, all muscles (Br: +49%, Inf: +13%, TB: +90%, GM: +69%, ST: +88%, and FDL: +34%) showed significant increases between 7 and 10 m/s (Inf: P = 0.03, others: P < 0.001). Conversely, only TB showed significant differences between 10 and 13 m/s (Br, P = 0.11; Inf, P = 0.95; TB: +23%, P = 0.01; GM, P = 0.36; ST, P = 0.35; FDL, P = 0.05).
In Br and Inf, the iEMG for a stride of the leading was significantly higher than that of the trailing (Br: +47%, P = 0.001; Inf: +19%, P = 0.01; Fig 3a). In GM and ST, the trailing had a significantly higher iEMG than the leading (GM: +20%, P = 0.02; ST: +19%, P = 0.02; Fig 3b). In contrast, TB and FDL showed no significant lead-side effect (P = 0.10 and P = 0.65, respectively).
Fig 4 illustrates the proportion of iEMG during each phase to iEMG for a stride. The proportion of iEMG for 100 ms before the hoof strike increased with speed, especially in TB (leading, from 50% at 7 m/s to 73% at 13 m/s; trailing, from 43% at 7 m/s to 67% at 13 m/s), GM (leading, from 37% at 7 m/s to 53% at 13 m/s; trailing, from 43% at 7 m/s to 57% at 13 m/s), and ST (leading, from 44% at 7 m/s to 65% at 13 m/s; trailing, from 56% at 7 m/s to 73% at 13 m/s), whereas that in Inf (both leading and trailing, from 17% at 7 m/s to 24% at 13 m/s) and FDL (leading, from 11% at 7 m/s to 17% at 13 m/s; trailing, from 12% at 7 m/s to 16% at 13 m/s) showed slight increase. In Br, the proportion of iEMG during stance time decreased with speed, and it was considerably different between leading and trailing, especially in fast speed (leading, from 38% at 7 m/s to 21% at 13 m/s; trailing, from 33% at 7 m/s to 12% at 13 m/s). Mean values and standard deviations for each muscle at each speed are shown in the Supplementary information (S1 Table).
Fig 5 shows the onset and offset timing of each muscle across the gait cycle as a percentage of time. The Br was activated between the middle stance phase and middle swing phase. The other muscles, except Br, became active during the late swing phase and remained active until the early (in TB, and ST), the middle (in GM), or the late stance phases (in Inf and FDL). In addition, one horse showed ST muscle activation from the late stance to the early swing phase in the trailing limb and from the early to middle swing phase in the leading limb, and two horses displayed FDL muscle activation in the early swing phase in the leading limb at 10 m/s. Mean values and standard deviations of muscle onset and offset timing of each muscle at each speed are shown in the Supplementary information (S2 Table).
The speed did not affect the onset timing of any muscles (Br, P = 0.32; Inf, P = 0.09; TB, P = 0.16; GM, P = 0.87; ST, P = 0.15; FDL, P = 0.08). It also did not affect the offset timing of Br (P = 0.33), TB (P = 0.06), GM (P = 0.74), and ST (P = 0.13), but as it increased, Inf (P < 0.001) and FDL (P = 0.02) showed an earlier offset timing. Moreover, significant differences were observed between the speeds in Inf (7 m/s vs. 10 m/s, P < 0.001; 7 m/s vs. 13 m/s, P < 0.001; 10 m/s vs. 13 m/s, P = 0.009), but in FDL, the significant difference was found only between 7 and 13 m/s (P = 0.02) (7 m/s vs. 10 m/s, P = 0.45; 10 m/s vs. 13 m/s; P = 0.14). In some muscles, the lead side affected the muscle onset and offset timing. For instance, the offset timing of the trailing in Br was significantly delayed compared with the leading (P = 0.04), while the onset timing was not affected by the lead side (P = 0.19). In Inf, neither the onset timing (P = 0.05) nor offset timing (P = 0.06) demonstrated significant differences. As for TB, GM, and ST, the onset timing of the trailing was significantly earlier than the leading (all: P < 0.001). In contrast, the offset timing of the leading in ST was significantly delayed compared with the trailing (P = 0.02), whereas no effects were found in TB (P = 0.11) and GM (P = 0.84). In FDL, the lead side did not affect muscle onset (P = 0.71) or muscle offset (P = 0.19) timing.
Discussion
The present study demonstrated that the muscle activity increased as the speed increased during a canter, which is an asymmetric gait. This result is similar to that observed during trotting, which is a symmetric gait [1–5]. Physiologically, speed increase requires muscle recruitments, leading to large oxygen uptake [19]. In Thoroughbreds, oxygen uptake at 13 m/s was almost three times higher than that at 7 m/s on a flat treadmill [19]. In the present study, iEMG increase ranged from 15% to 134% in each muscle at 13 m/s in comparison with 7 m/s. These small increases relative to oxygen uptake could be attributed to the sEMG property, that is, the electrodes are small and superficial; nonetheless, the muscle volume is large, relative to the region sampled by the electrodes, as discussed by Wickler et al. [20]. Interestingly, the increase rate differed in each muscle. For example, compared to the iEMG at 7 m/s, iEMG in the Inf at 13 m/s increased only by 15%, whereas that in TB and ST at 13 m/s increased by more than 100%. Thus, the muscle recruitment pattern against speed may depend on many properties, such as muscle function or muscle fiber length and fiber type composition. Further study is needed to elucidate the relationship between muscle activity and speed.
Our results showed that muscle activities in each phase during one-stride cycle could differ according to muscle functions and speed. In TB, GM, and ST, the speed of horses during canter was directly related to the proportion of muscle activities needed during precontact. It is likely that muscle activities during precontact could be essential at high-speed canter, which would be similar to human sprint running [21, 22] or trotting in horses [1]. Although these changes could be related to changes in stride parameters, the changes observed in TB, GM, and ST were considerably greater than those of stride parameters because the ratio of 100 ms to stride duration changed by only 3% between 7 and 13 m/s. Therefore, the increase of proportion in this phase could be presumably caused by the increase of muscle activity itself before the contact. Both in humans and horses, speed increase requires large ground reaction forces and short stance time [11, 23]. The precontact muscle activity could increase muscle stiffness, which is needed to resist high impacts at the very first stages of contact [21, 22] or required for increasing stride frequency and speed [24, 25]. Further, these muscles could be associated with limb deceleration and redirection from protraction to retraction at the late swing phase [26, 27]. These roles might become more important as horses run faster, considering the faster movement of the limbs. Conversely, the Inf and FDL, known as antigravity muscles that resist ground reaction force during the stance phase [28, 29], may not have such deceleration or redirection roles as TB, GM, and ST.
The muscle activity ratio in Br during the stance phase decreased with speed in both lead sides. This result could be associated with approximately 8% decrease of duty factor at 13 m/s compared with 7 m/s. Still, the muscle activity ratio during the stance phase to one stride considerably decreased, especially in the trailing limb, suggesting that the muscle activity during the swing phase became increasingly important as the horses ran faster. This result could be reasonable because more forelimb protraction is needed as the speed increases [30]. However, head and neck movement should also be considered because it is associated with the Br muscle activity [31]. The relationship between head and neck movements and muscle activity in Br during canter needs to be further investigated.
Although all muscles showed an increase in iEMG with speed, a statistically significant increase between 10 and 13 m/s was found only in TB, which was a relatively small increase (+23%). Oxygen uptake on a flat treadmill at 13 m/s increased by approximately 50% compared with that at 10 m/s, while that at 10 m/s was higher by 100% than at 7 m/s [19]. Possibly, sEMG measurement in a small and superficial area could not detect muscle recruitment changes between 10 and 13 m/s. Additionally, the percentage of iEMG for 100 ms before the hoof strike increased considerably, especially in TB, GM, and ST. Thus, the iEMG derived from the increase of eccentric-type contraction essential for increasing muscle stiffness might partially explain about small increase in iEMG in TB relative to oxygen uptake increase and no differences in iEMG in GM and ST between 10 m/s and 13 m/s because iEMG during eccentric contraction was less than the concentric-type contraction because of less fiber recruitments to exert any given forces [32, 33].
Upon comparing muscle activities between the leading side and trailing sides, muscle activities in the leading limb were found to be higher than those in the trailing limb in the Br and Inf, whereas muscle activities in the trailing limb were higher than those in the leading limb in the GM and ST. Given that the stride duration did not change according to the lead side, more muscle fiber recruitments were most likely required in the leading limbs in Br and Inf and in the trailing limbs in GM and ST. From these results, when horses run in one lead side, physical or morphological aspects such as different recruitment patterns or cross-sectional area exhibit more asymmetry between the left and right muscles. In addition to different kinematics between the leading and trailing limbs [10], varied muscle onset and offset timing could affect muscle contraction type (concentric or eccentric) or length during muscle discharge, possibly associated with force–velocity and force–length relationships [34, 35]. Further research that is synchronized with other equipment measuring 3D kinematics leading to inverse dynamics or muscle fiber length such as sonomicrometry, is needed.
The current study has some limitations. First, we could not statistically analyze our horse’s lead-limb preferences. Although our horses were trained to run in both lead sides, some horses had lead-limb preferences when galloping [36, 37]. Second, our experimental design was not a complete randomized protocol because running in the nonpreferred leading limb for several times would be difficult for the horses and such trials could detach sEMG electrodes. Third, we might have missed some activation because the signal processing we applied for detecting muscle onset and offset was developed from M. biceps femoris and M. triceps brachii [18]. Occasionally, the ST and FDL showed bimodal waveforms [12, 13], and the small discharge might have been missed if the peak values were considerably high. Finally, we must consider the differences between the treadmill and other types of surfaces, as these differences can affect the biomechanical parameter. In horses, exercises performed on the treadmill increased the fetlock joint range of motion and stride length as compared to the exercises performed on the overground surface [38, 39]. Harrison et al. detected insignificant differences in the muscle amplitude or timing of muscle activation while walking and trotting on the treadmill and overground surfaces for the majority of the studied muscles [40]; however, no study has compared the muscle activities while exercising on the treadmill and overground surfaces during canter. Investigating muscle activity differences on different surface types including the treadmill would be helpful for the equine industry.
Conclusions
When horses cantered, different muscles showed different responses to speed and lead side. Especially in TB, GM, and ST, which are located proximally and considered to have a propulsive function, the muscle activity during the precontact phase increased as the speed increased. This finding might be associated with the increased stiffness of the muscle or leg to increase stride frequency. Further, some muscles had higher activities in the leading limb, while others in the trailing, suggesting that canter in both lead sides should be conducted during training or rehabilitation to avoid physiological and morphological asymmetry when cantering or galloping.
Supporting information
Acknowledgments
The authors thank Ayako Hanyu and Michioyo Yamazaki for their kind assistance in collecting the data. We also thank the technical staff of the Equine Research Institute for their expert technical assistance related to animal’s care, training, and handling throughout the study.
Data Availability
All relevant data are within the paper and its Supporting information files.
Funding Statement
This study was supported financially by Japan Racing Association (approval number: 2018-3263-01). we declare that the funders had no role in the study design, data collection and analysis, decision to publish, or preparation of the manuscript.
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