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J Neurophysiol 91: 2135-2147, 2004. First published January 14, 2004; doi:10.1152/jn.00966.2003
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EMG Responses to an Unexpected Load in Fast Movements Are Delayed With an Increase in the Expected Movement Time

Mark B. Shapiro1, Gerald L. Gottlieb2 and Daniel M. Corcos1,3,4

1 School of Kinesiology, University of Illinois, Chicago, Illinois 60608; 4 Departments of Bioengineering and Physical Therapy, University of Illinois, Chicago, Illinois 60608; 2 Neuromuscular Research Center, Boston University, Boston, Massachusetts 02215; 3 Department of Neurological Sciences, Rush-Presbyterian St. Luke's Medical Center, Chicago, Illinois 60612

Submitted 7 October 2003; accepted in final form 11 January 2004


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 METHODS
 RESULTS
 DISCUSSION
 ACKNOWLEDGMENTS
 REFERENCES
 
When moving an object, the motor system estimates the dynamic properties of the object and then controls the movement using a combination of predictive feedforward control and proprioceptive feedback. In this study, we examined how the feedforward and proprioceptive feedback processes depend on the expected movement task. Subjects made fast elbow flexion movements from an initial position to a target. The experimental protocol included movements made over a short and a long distance against an expected light or heavy inertial load. In each task in a few randomly chosen trials, a motor applied an unexpected viscous load that produced a velocity error, defined as the difference between the expected and unexpected velocities, and electromyographic (EMG) responses. The EMG responses appeared not earlier than 170–250 ms from the agonist EMG onset. Our main finding is that the onset of the EMG responses was correlated with the expected time of peak velocity, which increased for longer distances and larger loads. An analysis of the latency of the EMG responses with respect to the velocity error suggested that the EMG responses were due to segmental reflexes. We conclude that segmental reflex gains are centrally modulated with the time course dependent on the expected movement task. According to this view, the control of fast point-to-point movement is feedforward from the agonist EMG onset until the expected time of peak velocity after which the segmental reflex feedback is briefly facilitated.


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 METHODS
 RESULTS
 DISCUSSION
 ACKNOWLEDGMENTS
 REFERENCES
 
Humans routinely move from place to place a vast variety of objects. These movements are almost always completed successfully on the first attempt, which is all the more remarkable given that the dynamic properties of an object, such as inertia, are never known exactly. The control signals for moving an object must be predictive in nature and have to be generated based on previous experience. The ability to make predictions is one of the defining features of biological control systems (Bernstein 1967Go; Berthoz 2000Go), and it has been at the forefront of conceptual development within the framework of internal models over the last decade (reviewed in e.g., Kawato 1999Go; Miall and Wolpert 1996Go; Wolpert and Flanagan 2001Go).

The CNS also has at its disposal sensory feedback of different modalities that can be used to correct for discrepancies between the desired and actual movement outcome. The delays in the visual and proprioceptive pathways, however, present a major problem for feedback control of movement. Even the fastest-acting segmental reflexes have a loop delay of ~30–50 ms which might be enough to destabilize the limb (Prochazka and Trend 1988Go). Despite the delays, proprioceptive feedback is crucial for the control of movement. For example, it has been suggested that the increased sensitivity of the proprioceptive feedback response to early trajectory errors underlies the movement impairment in Huntington's disease (Smith et al. 2000Go). Experiments in deafferented subjects have demonstrated loss of interjoint coordination in multi-joint movements (Sainburg et al. 1993Go, 1995Go) and decreased accuracy in single-joint movements (Nougier et al. 1996Go; Sanes et al. 1984Go). However, it remains unclear exactly how proprioceptive feedback operates during fast movement.

Previous experimental studies in which torque perturbations or unexpected loads have been applied at various times before or during movement have not provided a definitive answer. Torque pulses applied <50 ms before or after the agonist electromyographic (EMG) onset did not elicit a short-latency EMG response (Brown and Cooke 1981Go; Hallett et al. 1975Go; Hayashi et al. 1990Go). When perturbations were applied at or after the beginning of the movement, the EMG responses were observed at latencies ranging from 25 to >100 ms from the time that the limb started moving or the load was changed. Based on the latency of the EMG responses, it was concluded that the segmental reflexes were active during movement (Bennett 1993Go; Latash 1994Go; Lee et al. 1986Go; Sanes 1986Go; Smeets et al. 1990Go), were not active during movement (Day and Marsden 1982Go; Wadman et al. 1979Go), or were initially suppressed and facilitated later during movement (Gottlieb 1996Go). The EMG responses were attributed to long-latency reflexes (Day and Marsden 1982Go) or to short-latency segmental reflexes. In the latter case, it was argued that the EMG responses appeared late because the segmental reflexes were being gated by the supraspinal input for a fixed period of time after the agonist EMG onset (Brown and Cooke 1981Go; Hallett and Marsden 1979Go). It has been also suggested that the EMG responses are triggered when the velocity error, defined as the difference between the expected and unexpected velocities, exceeds a fixed threshold (Smeets et al. 1990Go). However, we have recently shown that the EMG responses to an unexpected load were not related to a fixed velocity-error threshold (Shapiro et al. 2002Go).

The published results do not lend themselves to a straightforward comparison. The experimental protocols included torque pulse perturbations (Cooke 1980Go), unexpected changes in bias torque (Lee et al. 1986Go; Marsden et al. 1976bGo), movement arrest or release (Hallett and Marsden 1979Go; Ives et al. 1993Go, 1999Go; Wadman et al. 1979Go), constant position error (Bennett 1993Go), or changes in the load inertia or viscosity (Day and Marsden 1982Go; Gottlieb 1996Go; Latash 1994Go; Sanes 1986Go; Smeets et al. 1990Go). In some of the studies, the onset of the EMG responses was given with respect to the agonist EMG onset. In the other studies, the latency of EMG responses was measured from the first detectable change in movement kinematics. However, an unexpected change in the load parameters affected the movement kinematics only after the limb started moving. To compare the published results, it is necessary to account for at least a 20-ms delay between the agonist EMG onset and detectable movement onset (Corcos et al. 1992Go). In addition, in some of the experiments the movement onset was further delayed because the limb started moving only after the joint torque exceeded a threshold (Hallett et al. 1975Go; Lee et al. 1986Go; Marsden et al. 1976aGo; Smeets et al. 1990Go). Once the delay between the agonist EMG onset and change in movement kinematics onset is taken into account, it can be concluded that in all of the experiments described in the preceding text, the EMG responses were never observed earlier than ~100–200 ms after the agonist EMG onset. The question therefore remains what determines the timing of the EMG responses?

We suggest that it is the time course of the central regulation of the segmental reflex gains that determines the timing of EMG responses to the external mechanical stimuli. It has been shown that the magnitude of the short-latency EMG responses to perturbations increased just before the agonist EMG onset, sharply decreased right after the EMG onset for ~100–150 ms, then increased again and returned to a baseline level at the end of movement (Gottlieb and Agarwal 1980Go; Soechting et al. 1981Go). It was suggested that the magnitude of the EMG responses changed because of the central regulation of the segmental reflex gains. The 25– to 50-ms short-latency EMG responses to the torque perturbations delivered >50 ms prior to the agonist EMG onset reported in Adamovich et al. (1997Go), Brown and Cooke (1986Go), Cordo (1990Go), and Koshland and Hasan (2000Go) may be explained by the initial increase of the segmental reflex gains. On the other hand, the subsequent decrease in the gains may explain the absence of the short-latency EMG responses at the beginning of the movement.

We hypothesize that the duration of the central inhibition of the segmental reflex feedback in the beginning of movement depends on the expected movement time. In our previous paper (Shapiro et al. 2002Go), we reported the results of an experiment in which a viscous load was unexpectedly applied in two movement tasks with the same expected movement time. The tasks included fast elbow flexion movements made over a 30° distance against an expected heavy inertial load (task 30H) and over a 50° distance against an expected light inertial load (task 50L). We investigated whether the onset of the EMG responses was dependent on the timing or magnitude of the velocity error. We observed no difference in the onset of the EMG responses in the two tasks. We concluded that the onset of the EMG responses was not determined by the onset or a fixed threshold of the velocity error and was the same in the two tasks because these tasks had the same expected movement time. The observed result, however, could also indicate that the segmental reflexes were inhibited for a fixed period of time after the movement onset. To distinguish between these two possibilities, in this study, we analyzed four movement tasks. In addition to previously analyzed tasks 30H and 50L, we analyzed movements made over a 30° distance against the light load (task 30L) and 50° distance against the heavy inertial load (task 50H). Thus the experimental protocol included the short and long movements made against the light load (tasks 30L and 50L) and heavy load (tasks 30H and 50H). The movement duration increased with an increase in the distance and/or load. We predicted that when viewed across all four tasks the onset of the EMG responses to the unexpected load would be delayed with an increase in the expected movement duration. A preliminary report has been published in abstract form (Shapiro et al. 2003Go).


    METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 METHODS
 RESULTS
 DISCUSSION
 ACKNOWLEDGMENTS
 REFERENCES
 
Subjects

Eight neurologically normal volunteers (5 males and 3 females, aged 20–44 yr) participated in the study. All subjects gave informed consent according to a University approved protocol.

Apparatus

The apparatus included a motor-driven manipulandum, which consisted of a metal bar freely rotating in a horizontal plane around a pivot centered at the elbow joint. The seated subject abducted the shoulder 90° and rested the forearm on the bar with the elbow joint aligned with the pivot. A computer monitor in front of the subject showed markers indicating the initial and target positions and a cursor indicating the current joint angle. The pivot was attached to a shaft of a torque motor (JR25 ServoDisk, Kollmorgen). The torque motor simulated an additional inertial or viscous load by generating resistive torque proportional to the movement acceleration or velocity. The motor torque was measured by a torque transducer inserted between the bar axis and motor shaft, joint angle and acceleration signals were transduced, the velocity signal was obtained from the angle signal using an analog differentiating circuit. All mechanical signals were low-pass filtered using an analog third-order Bessel filter with 60 Hz cutoff frequency. Surface EMGs in biceps, brachioradialis, long and lateral heads of triceps were recorded using Delsys electrodes (gain: 1,000, 20–450 Hz built-in analog band-pass filter). All data were digitized at 1,000 samples/s (National Instruments). The mechanical channels were digitally low-pass filtered with a two-way second-order Butterworth filter with 20 Hz cutoff frequency, the EMG were digitally full-wave rectified and then low-pass filtered with the two-way second-order Butterworth filter with 50 Hz cutoff frequency.

Experimental protocol

Subjects were asked to align the cursor with an initial position marker, wait for a GO beep, and make a fast elbow flexion movement to the target, remain at the target until the END beep, and slowly move back to the initial position. The target width was 3°. When required, the computer turned on an additional load simultaneously with the GO beep and turned off the load with the END beep. The instruction was "move as fast as possible, try to reach the target but do not correct if you miss it."

The experimental protocol consisted of four movement tasks: a 30° movement with a light inertial load of 0.1 kgm2 of the manipulandum itself (30L); a 30° movement with a heavy inertial load that was a combination of the manipulandum inertia and an additional inertia of 0.18 kgm2 simulated by the torque motor (30H); a 50° movement with the light load (50L); and a 50° movement with the heavy load (50H). We expected that an increase in movement distance and/or load would increase the movement time and time to peak velocity (TPkV) and prolong the first agonist burst (Gottlieb et al. 1989Go; Mustard and Lee 1987Go; Pfann et al. 1998Go).

In each task, subjects first made 30–50 practice trials. After the first 10 practice trials and during the subsequent test series, the cursor was extinguished when the velocity exceeded +10°/s at the beginning of movement and re-appeared when it fell below +10°/s at the end of movement. Thus the computer screen did not provide the visual feedback during movement but showed the final position at the end of each trial. After the practice series, the subject made a test series of 60 movements. In 12 pseudorandomly chosen trials, the motor applied an unexpected viscous load of 3.6 Nms/rad. At least two consecutive trials against the expected load followed a trial against the unexpected load to prevent adaptation (Weeks et al. 1996Go). In the light-load tasks, 30L and 50L, the viscous load was unexpectedly added. In the heavy-load tasks, 30H and 50H, the viscous load was added concurrent with the removal of the additional inertial load. This was done by switching the feedback from the acceleration signal to the velocity signal. Thus a combination of the viscous load and manipulandum inertia was the same in all four tasks. The unexpected load altered the movement trajectory and produced a velocity error. This experimental design produced unexpectedly loaded movements with different velocity errors in the four tasks.

Analysis of muscle EMG

In the analysis of 48 trials against the expected load in each task, we excluded atypical trials. In most cases, these were 2 or 3 of the shortest, longest, slowest, and fastest trials, usually 8–12 trials total. All 12 trials against the unexpected viscous load were accepted. The data were aligned on the biceps (agonist) EMG onset. The point of alignment was set as t = 0.

Because of the high variability of the EMG signal, the task of identifying the EMG responses to the unexpected load presents a major methodological problem. We dealt with this problem as follows. We determined the time intervals when the difference between the EMG signals in the movements against the expected and unexpected loads was statistically significant (Shapiro et al. 2002Go). For each muscle, two sets of the EMG values from the trials against the expected (n = 36–40) and unexpected loads (n = 12) were compared using Satterthwaite's modified t-test (Armitage and Berry 1994Go). The test was repeated for every other sample point, every 2 ms, for a time interval t = 0–0.5 s to generate a P value time series. The EMGs in movements against the expected and unexpected loads were considered statistically different if P fell <0.05. This procedure is illustrated in Fig. 1.



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FIG. 1. The method for determining the onset of the electromyographic (EMG) response to the unexpected load. A: averaged biceps EMG in task 30H in movements against the expected and unexpected load. B: the P value time series. C: a "mask" signal equals 1 if P < 0.05, and 0 otherwise. D: the difference between the biceps EMG in the movements against the expected and unexpected loads shown in A. The effect of the "running t-test" is illustrated by multiplying the EMG difference (- - -) by the "mask" signal from C to obtain the statistically significant EMG difference. I–III, the intervals of statistically significant EMG differences described in Analysis of muscle EMG. Averaged data for subject 2 are shown.

 
Not all of the statistically significant EMG differences may represent behaviorally significant EMG responses to the unexpected load. Therefore we imposed three additional requirements for the EMG differences to be considered EMG responses to the unexpected load. The first requirement was that the P value should remain <0.05 for >=10 ms. Thus the EMG difference within interval I in Fig. 1 was not considered the EMG response because its duration was <10 ms.

The second requirement was that the sign of an EMG difference, i.e., an increase or decrease in the EMG, had to be consistent with the sign of the preceding velocity error. In tasks 30L and 50L, the resistive torque was larger than expected from the very beginning of the movement, so the movement was slower and the velocity error was always positive (described in detail in RESULTS). The corresponding EMG responses had to be an increase in the agonist EMGs and/or decrease in the antagonist EMGs. In tasks 30H and 50H, however, the velocity error was initially negative and then changed sign (described in detail in RESULTS). The EMG responses to the initial negative velocity error had to be a decrease in the agonist EMG and/or increase in the antagonist EMG. The EMG difference within interval II (Fig. 1) must be a response to the initial negative velocity error. After the velocity error changes sign and becomes positive, the sign of the EMG responses should be the same as in tasks 30L and 50L. Then, the EMG difference within interval III (Fig. 1) must be a response to the positive velocity error.

The third requirement was that the EMG differences of the particular sign should be observed consistently across the subjects, tasks, and muscles. The initial negative velocity error in tasks 30H and 50H elicited a corresponding decrease in the agonist EMG and/or increase in the antagonist EMG only in some of the tasks, some of the subjects, and some of the muscles. These initial EMG differences were analyzed separately. In contrast, the EMG differences elicited by the positive velocity error were found in 124 of 128 instances 8 subjects x 4 muscles x 4 tasks and were consistent across all four tasks, all subjects, and all muscles. These EMG differences were not detected in tasks 30L and 50L in the brachioradialis (subject 6), in task 30L in the long head of triceps (subject 5), and in task 50L in the lateral head of triceps (subject 1).

Analysis of the velocity error

For each subject and each movement task, the velocity error was calculated as the difference of the averaged velocity time profiles in the movements against the expected and unexpected loads. In many instances, the velocity error initially exhibited small deviations around zero with the magnitude <2°/s before the onset of a large and rapid change. After the onset, the velocity error signal changed by >2°/s between the consecutive samples separated by 2 ms. In tasks 30L and 50L, the velocity error was positive from the beginning of the movement and its onset was taken when it first exceeded +2°/s. In tasks 30H and 50H, the onset of the initial negative velocity error was taken when it first fell below –2°/s. Afterward, the velocity error changed sign and exceeded +2°/s within 2 ms of crossing zero. For consistency, the onset of the positive velocity error in all four tasks was taken when it first exceeded +2°/s.


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 METHODS
 RESULTS
 DISCUSSION
 ACKNOWLEDGMENTS
 REFERENCES
 
Unless explicitly stated otherwise, the data were compared across the four movement conditions using two-way repeated-measures ANOVA with load and distance as the two factors.

EMG response onset in the four movement tasks

The main experimental result of this study is that the onset of the EMG responses to the unexpected viscous load is delayed with the expected movement time. In our experiment, the distance and load manipulations were used as the indirect means to increase the expected movement duration or TPkV (Pfann et al. 1998Go). We used TPkV as an indicator of the movement duration because it was the least ambiguous parameter to determine. Both the load and distance had significant effects on the TPkV (Table 1). The data in Fig. 2 are taken from one representative subject and show that the EMG response onset was progressively delayed as the expected movement time increased with an increase in the movement distance and/or expected load (Fig. 2, the EMG response onset is indicated, {downarrow}). In all four tasks, the EMG responses were an increase in the magnitude of the agonist EMG (biceps and brachioradialis) and a decrease in the magnitude of the antagonist EMG (long and lateral heads of triceps; Fig. 2, Biceps, triceps panels).


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TABLE 1. Results of two-way repeated-measures ANOVA of the TPkV and EMG response onset

 




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FIG. 2. Movements against the expected and unexpected loads in the 4 tasks. {downarrow}, the onsets of the EMG responses to the unexpected load. Averaged data for subject 2 are shown.

 
In all four movement tasks, the onset of the EMG responses to the unexpected viscous load was observed within a range of 0.17–0.25 s after the onset of the first agonist burst. Figure 3 illustrates the effects of an increase in the expected load and distance on the EMG response onset. The increase in the expected load significantly delayed the EMG response onset in all four muscles (Fig. 3; Table 1, load effect). The increase in the expected movement distance significantly delayed the EMG response onset in the brachioradialis and lateral head of triceps (Fig. 3; Table 1, distance effect). In the biceps, the effect of distance did not reach significance, but there was a significant distance-load interaction (Table 1, biceps data). A post hoc analysis of the biceps data showed that the increase in distance had a significant effect in the heavy-load tasks, 50H versus 30H (delay 0.02 s, P = 0.015, paired t-test with Bonferroni-Holm correction), but not in the light-load tasks, 50L versus 30L (P = 0.73, paired t-test with Bonferroni-Holm correction).



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FIG. 3. Effects of the expected load and distance on the onset of the EMG responses to the unexpected load in the 4 muscles. Light (L) and heavy (H) expected loads are indicated on the x axis. The 2 distances are indicated: {circ}, 30°; , 50°. Means ± SD (error bars) for 8 subjects are shown.

 
To analyze the possible mechanisms underlying the observed delay in the onset of the muscle EMG responses to the unexpected load, we first describe in detail the kinematic effects of the unexpected viscous load. We then analyze the relation between the EMG responses and velocity error. In particular, because the sign of the EMG responses was determined by the sign of the preceding velocity error, we consider in detail the EMG responses to the negative and positive velocity errors. We show that the occasional EMG responses elicited by the initial negative velocity error in tasks 30H and 50H were inconsistent across the muscles and across the subjects and continue the analysis by concentrating on the consistent EMG responses to the positive velocity error. We show that the EMG response onset was not determined solely by the velocity error onset, nor was it related to a fixed velocity error threshold. We finally show that the onset of EMG responses was correlated with the parameters of the movement task, in particular TPkV.

Muscle EMG responses elicited by positive and negative velocity errors

The movement kinematics was affected differently in the tasks with the light (30L and 50L) or heavy (30H and 50H) expected load. This was because in tasks 30L and 50L, the viscous load was unexpectedly added to the manipulandum inertia, whereas in tasks 30H and 50H, the viscous load was substituted for the expected additional inertial load generated by the torque motor. In tasks 30L and 50L, the resistive torque was larger than expected for the entire movement duration (Fig. 2, tasks 30L and 50L, torque panels). The resulting movement was slower than expected so that the velocity error was positive from the beginning of the movement. The peak velocity (PkV) was lower than expected and was reached earlier (tasks 30L and 50L in Figs. 2, velocity panels, and 4, PkV, TPkV). The peaks of acceleration and deceleration were lower than expected [tasks 30L and 50L in Figs. 2, acceleration panels, and 4, peak acceleration (PkAcc), peak deceleration (PkDec)]. Because the unexpectedly loaded movement was slower than expected, the agonist muscles were shortened less than expected, whereas the antagonist muscles were stretched less than expected. The observed increase in the agonist EMG and decrease in the antagonist EMG should have been caused by the relatively less shortening of the agonist and stretching of the antagonist muscles (tasks 30L and 50L in Fig. 2, biceps, triceps panels).

In tasks 30H and 50H, the unexpected resistive torque was proportional to the velocity and initially lagged behind the expected torque that would have been proportional to the acceleration (tasks 30H and 50H in Fig. 2, torque panels). Consequently, the limb was initially moving faster than expected reaching higher PkAcc (tasks 30H and 50H in Figs. 2, acceleration and velocity panels, and 4, PkAcc). The PkV in the unexpectedly loaded movements was not significantly different from the expected PkV (tasks 30H and 50H in Fig. 4, PkV) but was reached significantly earlier than expected (tasks 30H and 50H in Fig. 4, TPkV). After the initial period of relative acceleration, the resistive torque became larger than expected and caused a vigorous deceleration so that the movement became slower than expected (tasks 30H and 50H in Figs. 2, torque, acceleration, and velocity panels, and 4, PkDec). Consequently, the velocity error was negative during the initial acceleration of the limb and then became positive (tasks 30H and 50H in Fig. 2, velocity panels). Similarly to tasks 30L and 50L however, the earliest consistent EMG responses in tasks 30H and 50H were an increase in the magnitude of the agonist EMG and decrease in the magnitude of the antagonist EMG in all muscles and all subjects. These changes in the magnitude of the muscle EMGs must have been elicited by the positive velocity error or relative slowing of the movement.



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FIG. 4. The kinematic parameters PkV (A), TPkV (B), PkAcc (C), and PkDec (D) in movements against the expected ({blacksquare}) and unexpected () loads in the 4 tasks. Means ± SD (error bars) for 8 subjects are shown. —, statistically significant differences in the parameter values (*, P < 0.001; **, P < 0.05).

 
For tasks 30H and 50H, we also analyzed occasional, usually small in magnitude and short in duration, statistically significant EMG differences that could be genuine EMG responses to the initial negative velocity error. For each muscle, we limited our analysis to the interval from the onset of the negative velocity error to the onset of the latter EMG response to the positive velocity error in this muscle. A response to the negative velocity error had to be a decrease in the agonist muscle and increase in the antagonist muscle. No increase in the agonist EMG was expected to occur within this interval. In three instances, however, an increase followed by a decrease in the biceps EMG were detected within the analyzed interval. Overall, the EMG responses to the negative velocity error were found in 34 of 64 instances (Table 2). In contrast, the EMG responses to the positive velocity error in tasks 30H and 50H were consistent and found in all 64 instances 8 subjects x 4 muscles x 2 tasks.


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TABLE 2. Onset (s) of the initial EMG difference in tasks 30H and 50H in the four muscles

 
The onsets of the initial EMG differences in tasks 30H and 50H were much more variable than the onsets of the consistent EMG responses. In the biceps, the initial EMG differences occurred within a broad interval of 0.112–0.188 s in task 30H and within 0.124–0.166 s in task 50H (Table 2). We also analyzed the latency of the initial EMG responses with respect to the negative velocity error onset that was detected at 0.066 ± 0.012 s in task 30H and 0.061 ± 0.006 s in task 50H. The values of the velocity error at 30 ms prior to the initial biceps EMG response were highly variable and ranged within 6–43°/s in task 30H and 8–44°/s in task 50H. To conclude, we can neither confirm nor rule out with certainty whether these initial EMG differences were EMG responses to the negative velocity error or random fluctuations in the EMG signal. In the following analysis, we concentrate on the consistent EMG responses to the positive velocity error.

EMG response onset was not determined by the velocity error onset or threshold

The increase in the expected load in our experiment increased the TPkV (Table 1) and also delayed the onset of the positive velocity error [load effect F(1,7) = 404.56, P < 0.0001; see also Fig. 5A, and {circ}]. This delay was produced because the unexpected viscous load was substituted for the heavy inertial load in tasks 30H and 50H and could explain the observed delay in the EMG response onset. In this case, the EMG responses should have been elicited at a fixed latency with respect to the velocity error onset. We calculated the latency of the EMG response with respect to the velocity error onset for the biceps muscle because it showed the EMG responses in all subjects and all tasks. This latency significantly decreased in the heavy load tasks [load effect F(1,7) = 29.97; P < 0.001; see also Fig. 5A, {diamondsuit} and {diamond}]. Therefore we conclude that the observed delay in the EMG response onset could not be explained by the delay in the velocity error onset.



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FIG. 5. A: positive velocity error onset (, {circ}) and the corresponding latency of the biceps EMG response with respect to this velocity error onset ({diamondsuit}, {diamond}). {circ} and {diamond}, 30°; and {diamondsuit}, 50°. Note, that the load has the opposite effects on the velocity error onset and the biceps latency. For each task, the sum of the positive velocity error onset and the latency of the biceps EMG response is equal to the onset of the biceps EMG response shown in Fig. 3, biceps panel. B: velocity error measured 30 ms prior to the biceps EMG onset (VE30). Means ± SD (error bars) for 8 subjects are shown.

 
Second, an argument has been made (Smeets et al. 1990Go) that in all movement tasks, the EMG responses appeared at a short latency after the velocity error exceeded a fixed threshold. In this case, the magnitude of the velocity error 30 ms prior to the onset of the biceps EMG response (VE30) should not have changed with the expected movement task. The VE30, however, significantly increased with the increase in distance [distance effect F(1,7) = 8.65, P < 0.02; Fig. 5B], and the effect of load came close to reaching significance [F(1,7) = 4.71, P < 0.067; Fig. 5B].

We conclude that the observed delay in the EMG response onset could not be explained by the effects of the load and distance manipulations on the velocity error. Next, we test whether the EMG response timing could be explained by the expected movement time.

Effect of prediction on the muscle EMG

We analyzed the correlation between the timing of biceps EMG response and TPkV, which provides a purely temporal characteristic of the task. To pool together the data for all eight subjects, we calculated the change in the onset of biceps EMG response ({Delta}tEMG) with an increase in the expected load and/or distance. The {Delta}tEMG for tasks 30H, 50L, and 50H was calculated by subtracting the EMG response onset in 30L from the corresponding values in the remaining three tasks. Similarly, the change in TPkV ({Delta}TPkV) for tasks 30H, 50L, and 50H was calculated by subtracting the TPk in 30L from the corresponding values of TPk in the remaining three tasks. As can be seen in Fig. 6, the {Delta}tEMG and {Delta}TPkV are significantly correlated (2-tailed P < 0.001).



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FIG. 6. The change in the onset of biceps EMG responses in tasks 30H, 50L, and 50H with respect to task 30L ({Delta}EMG) is plotted against the corresponding {Delta}TPkV. Pooled data for 8 subjects are shown.

 
One of the implications of the observed relation between the EMG response onset and the expected movement time is that the muscle activation depends on both the expected and actual load and movement kinematics. This effect can be illustrated best by comparing the movements against the unexpected load in tasks 30L and 30H as well as in tasks 50L and 50H (Fig. 7). In tasks 30L and 30H, the movements against the unexpected load were made over the same 30° distance and against the same viscous load. However, the movement kinematics and muscle EMGs were different (Fig. 7, distance 30°). These differences reflect the effect of prediction about the load on the neuromuscular control. The same argument applies to the movements against the unexpected load in tasks 50L and 50H that were made over the same 50° distance and against the same unexpected viscous load (Fig. 7, distance 50°).



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FIG. 7. Movements against the unexpected load in tasks 30L and 30H (left) and 50L and 50H (right). {downarrow}, the onset of biceps EMG responses to the unexpected load in these movements. The differences in the movement kinematics and muscle EMGs reflect the effects of the load expectation. Averaged data for subject 2 are shown.

 
In all four tasks, the muscle EMGs were not significantly modified by the unexpected loading from the agonist EMG onset until the time marked by the arrows (Fig. 7, biceps panels). This indicates that the control during this interval was purely feedforward. The duration and amplitude of the biceps EMG burst increased with an increase in the expected load in both pairs of tasks (Fig. 7, biceps panels). After the feedforward phase, the feedback based EMG responses appeared and lasted for ~150–200 ms. After that the muscles apparently relaxed although the subject undershot the target in these tasks (Fig. 7, angle panels).

When viewed across the subjects, the endpoint error, or the difference between the final positions in movements against the expected and unexpected loads, was highly variable. Seven subjects undershot the target in at least three of four tasks, while one subject either reached or overshot the target (Table 3, subject 4). The endpoint error was not significantly affected by the expected load [F(1,7) = 1.46; P < 0.27] or distance [F(1,7) = 0.21; P < 0.67]. Therefore we analyzed the endpoint error by pooling together the data for all subjects and all tasks (n = 32). The endpoint error was a statistically significant 5.1° undershoot (P < 0.0001, 1-group 2-tailed t-test).


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TABLE 3. Difference in the final position

 

    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 METHODS
 RESULTS
 DISCUSSION
 ACKNOWLEDGMENTS
 REFERENCES
 
Mechanism underlying the EMG responses to the unexpected load

While a number of possible mechanisms could generate an EMG response at a latency of >100 ms from the velocity error onset, a short latency of ~30 ms would unambiguously point to segmental reflexes. The shortest latency was 34 ms observed in two subjects in task 30H, and in a number of instances, the EMG responses in tasks 30H and 50H were detected at a latency of ~40 ms (Table 4). We conclude that in these particular cases the EMG responses were mediated by segmental reflexes. At this point, we could hypothesize that in all other cases the EMG responses were generated by some mechanism(s), other than the segmental reflexes, operating at longer latencies with respect to the velocity error onset. However, all four tasks in our experiment were qualitatively similar, i.e., moving an inertial load from an initial position to the target as fast as possible, and we argue that the control processes during these movements were similar as well. Therefore we suggest that the EMG responses in all four tasks were due to segmental reflexes, but their timing was not determined solely by the nerve conduction delays along the segmental reflex pathways. This hypothesis brings us to a seeming paradox that the "short latency" segmental response, which was driven by the velocity error, occurred in many instances >100 ms from the velocity error onset (Table 4). This timing could not be explained by relating the EMG response to a fixed velocity error threshold 30 ms prior to the EMG response onset (Fig. 5B). Although the time 30 ms was arbitrarily picked to test whether the EMG response was elicited at a short latency from a velocity error threshold, the biceps EMG response in tasks 50L and 30H did not appear to be related to a fixed velocity error threshold at any latency (see also Fig. 2C in Shapiro et al. 2002Go). In our view, the most parsimonious explanation for our findings is that a signal that triggers the muscle EMG response is the product of the velocity error and the centrally controlled gains of the segmental reflexes.


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TABLE 4. VE30 and latency of the biceps EMG response with respect to the positive velocity error onset

 
According to this view, the segmental feedback system has two supraspinal inputs. One input is a signal that modulates the feedback gains; the second input provides a kinematic reference for the feedback control. Then an EMG response observed at a short latency after the velocity error onset is unambiguously qualified as the segmental reflex response. However, if the EMG response is observed at a longer latency, it cannot be interpreted based solely on the latency with respect to the velocity error onset. The timing of the EMG response might be determined by the time course of the gain signal rather than by the velocity error itself. A major role of the gain modulation in influencing the timing of the EMG response can be inferred from the fact that the VE30 was highly variable (consider SD indicated by the error bars in Fig. 5, VE30 panel) and could differ by >100°/s in some of the subjects (Table 4, subjects 2 and 3).

Supraspinal regulation of the segmental reflex gains

The idea that the segmental reflexes are under the descending control is supported by considerable experimental evidence. For example, the stretch reflex during movement can be modified by the central command circuits in most animal groups (reviewed in Clarac et al. 2000Go). Reflex activity during movement can be modified by central inputs to spinal interneurons (reviewed in Fetz et al. 2000Go; Jankowska 2001Go) and presynaptic inhibition (Aymard et al. 2001Go; Meunier and Pierrot-Deseilligny 1989Go; reviewed in Rudomin and Schmidt 1999Go). The current view is that supraspinal inputs organize the segmental circuitry into flexible functional units according to the motor task (recently reviewed in Bosco and Poppele 2001Go; Hultborn 2001Go). It has been shown that the CNS actively tunes the magnitude and even sign of the reflex responses as part of a "central set" (Cordo 1990Go; Evarts 1975Go; Hore et al. 1990Go; Lacquaniti and Maioli 1989Go; Winstein et al. 2000Go).

It could also be argued that the EMG responses are absent during the initial phase of a fast movement because of decreased muscle spindle sensitivity rather than supraspinal modulation of segmental feedback gains. The sensitivity of muscle spindles is highest for very small stretches and declines if the spindle is stretched further (Hasan 1983Go; Kakuda 2000Go). However, the CNS may adjust the muscle spindle sensitivity by tuning the fusimotor system to the expected motor task (Ellaway et al. 2002Go; Jones et al. 2001Go; Kakuda et al. 1996Go; Schieber and Thach 1980Go). In our experiment, indirect evidence that the proprioceptive information was available to the CNS from the very beginning of the movement was provided by the subjects' reporting. When asked to describe the unexpected load, all of the subjects stated that in tasks 30H and 50H "the manipulandum felt lighter in the beginning, and the resistance appeared only at the end of the movement." The proprioceptive feedback in the beginning of the movement could be provided by cutaneous receptors and/or muscle and joint receptors. Cutaneous sensitivity is decreased during the initial part of movement (Angel and Malenka 1982Go; Williams and Chapman 2002Go); this suggests that the information about the change in load was provided by the muscle and joint receptors from the very beginning of the movement. The output of the muscle spindle afferents is routed to the segmental pathways as well as the ascending pathways. The synaptic effectiveness of the segmental and ascending collaterals of individual muscle spindle afferents can be independently affected by central mechanisms (Lomeli et al. 1998Go; Rudomin 2002Go). Thus the same proprioceptive information can be used differently for the segmental feedback control and tasks performed by higher brain structures, such as state estimation (Cordo et al. 1994Go; Wolpert et al. 1995Go), learning a novel load (Thoroughman and Shadmehr 1999Go), or updating an internal model of the limb (Ghez and Sainburg 1995Go; Vercher et al. 2003Go).

Interaction of the central controller and segmental feedback during fast movement

The mechanism of independent control of the ascending and spinal afferent inputs coupled with the ability to dynamically organize the spinal reflex circuitry provides the CNS with significant flexibility in countering destabilizing effects of the feedback delays. The central and segmental feedback controllers can be viewed as master and slave. The master is the local controller in the brain and slave is the remote controller in the spinal cord. The local controller may include an inverse dynamic model that generates a motor command and a forward model that predicts the sensory consequences of this motor command and provides fast internal feedback (Jordan and Rumelhart 1992Go; Wolpert and Kawato 1998Go). The predicted sensory signal within the local controller in the brain can be delayed to improve the system stability by canceling the reafference (Miall et al. 1993Go). This system may become unstable if the internal model is inaccurate and the predicted and actual afferent signals do not match. The destabilizing effect of long transmission delays between the local and remote controllers can be dealt with by using the combinations of the force and velocity signals to communicate between the local and remote controllers (Massaquoi and Slotine 1996Go; Niemeyer and Slotine 1991Go). The response to perturbations in this case may be sluggish if the transmission delays are long, so this approach might be best used for the control of slower movements.

One possibility is that all feedback loops, including the spinal feedback within the remote controller, operate continuously during movement. This control structure has been explored in the modeling studies of reaching movements (Bhushan and Shadmehr 1999Go; Wang et al. 2001Go). Our results indicate, however, that the feedback control during fast point-to-point movements is activated for a short time in the second half of the movement. This is consistent with the idea that strong segmental reflex feedback operates during a limited interval during movement so that the instability is not expressed (Rack 1981Go). In our experiment, the muscles relaxed after a brief burst of the feedback-generated activity so that the unexpectedly loaded movements were shorter in most cases. Thus the segmental reflex feedback was not acting as a simple servo system that would eventually bring the limb to the target. When the movement was slowed by the unexpected load, the motor system made a short powerful "push" in the target direction using segmental reflex feedback and then relaxed. Mechanisms other than the segmental reflex feedback are likely to be employed if the subject was instructed to compensate for the perturbation (Crago et al. 1976Go).

To summarize, the control of fast point-to-point movement consists of three phases with the centrally preset timing that depends on the movement task, predictive feedforward control, combination of feedforward control and briefly facilitated feedback, and relaxation. There is also experimental evidence that some features of these components of the control of fast movements are different in males and females (Ives et al. 1993Go). Our results provide evidence against models of the control of fast movement that include continuous segmental reflex feedback, as in, e.g., (Feldman and Levin 1995Go; Gribble et al. 1998Go; Latash 1993Go; Latash and Gottlieb 1992Go). It appears that when movement kinematics during fast movement is strongly disrupted by a novel load, the motor system prefers to fail and miss the target rather than risk instability caused by the feedback delays. If this novel load is expected in successive movements, the CNS compensates for it by partially adjusting the feedforward part of the control sequence (Thoroughman and Shadmehr 1999Go).


    ACKNOWLEDGMENTS
 TOP
 ABSTRACT
 INTRODUCTION
 METHODS
 RESULTS
 DISCUSSION
 ACKNOWLEDGMENTS
 REFERENCES
 
We express our gratitude to Dr. Charity G. Moore for council in the statistical analyses and to V. Portra for assistance in preparing the manuscript.

GRANTS

This work was supported by National Institutes of Health Grants F32 HD-08596, RO1-AR-33189, RO1-AR-44388, R01-NS-28127, and RO1-NS-40902.


    FOOTNOTES
 
The costs of publication of this article were defrayed in part by the payment of page charges. The article must therefore be hereby marked "advertisement" in accordance with 18 U.S.C. Section 1734 solely to indicate this fact.

Address for reprint requests and other correspondence: M. B Shapiro, Dept. of Movement Sciences (MC 994), University of Illinois at Chicago, 808 South Wood St., 690 CME, Chicago, IL 60612 (E-mail: mshapi2{at}uic.edu).


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