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Review
Abstract
With the new developments in traumatology medicine, the majority of spinal cord injuries sustained are clinically incomplete and the
proportion is likely to continue to rise. Thus, it is necessary to continue to develop new treatment and rehabilitation strategies and
understand the factors that can enhance recovery of walking following spinal cord injury (SCI). One new development is the use of
functional electrical stimulation (FES) device to assist locomotion. The objective of this review is to present findings from some recent
studies on the effect of long-term locomotor training with FES in subjects with SCI. Promising results are shown in all outcome measures
of walking, such as functional mobility, speed, spatio–temporal parameters, and the physiological cost of walking. Furthermore, the
change in the walking behavior could be associated with plasticity in the CNS organization, as seen by the modification of the stretch
reflex and changes in the corticospinal projection to muscles of the lower leg. In conclusion, recovery of walking is an increasing
possibility for a large number of people with SCI. New modalities of treatment have become available for this population but most still
need to be evaluated for their efficacy. This review has focused on FES assisted walking as a therapeutic modality in subjects with chronic
SCI, but it is envisaged that the care and recovery of SCI in the early phase of recovery could also be improved.
2002 Elsevier Science B.V. All rights reserved.
Contents
0165-0173 / 02 / $ – see front matter 2002 Elsevier Science B.V. All rights reserved.
PII: S0165-0173( 02 )00210-2
H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291 275
9. Changes in the corticospinal control of tibialis anterior with FES assisted walking ....................................................................................... 283
10. Discussion............................................................................................................................................................................................. 286
Acknowledgements ...................................................................................................................................................................................... 288
References................................................................................................................................................................................................... 288
velocity of the movement [92,44,114]. Another factor is peutic effect, has been reported anecdotally for hemiplegic
the energy requirement necessary for ambulation. Al- patients [69,107] and in SCI subjects [38]. Changes in their
though wheelchair propulsion approximates the energy assistive ambulatory devices as well as changes in the
requirement of normal walking [8], the energy cost of energy efficiency of the walking behaviour has also been
walking by SCI subjects is higher than that for speed- shown. The relative contributions of locomotor training
matched walking by able-bodied participants [105]. and FES-assisted walking to the improvement of walking
Many modalities of intervention have been attempted to speed still need to be determined. The objective of this
improve walking in SCI subjects. Those modalities range paper is to review the results on the effect of locomotor
from pharmacological interventions (for a review, see Ref. training using FES assisted walking seen during a longi-
[82]) or surgical modalities [5] to the use of modalities tudinal study in SCI subjects [58,59,75] as well as some of
modifying the external constraints like ambulatory assis- the mechanisms that could be involved in this effect.
tive devices [72] or mechanical orthoses (for a review, see
Refs. [79,93]). Another modality is the use of active
orthosis using functional electrical stimulation (FES) as- 3. Changes in the locomotor behaviour with
sisted walking. There is a long history for the therapeutical locomotor training using FES assisted walking
use of electrical stimulation. Greek and Roman physicians
used electrical activity from torpedo fishes before the time Unless specified otherwise, the data presented in this
of Jesus Christ [65]. Furthermore, the feasibility of con- review paper were generated from fourteen incomplete SCI
tracting paralysed muscles with electrical stimulation was subjects, with an average age of 33 years (range from 25 to
already shown in the eighteenth century [30]. More than 30 48.9). These participants as well as subsets of these
years ago, functional electrical stimulation (FES) was participants were samples of convenience. The time be-
developed as an orthotic system to prevent ‘foot drop’ in tween the injury and the start of the FES assisted walking
hemiplegic subjects or to be used for SCI patients [69,48]. program varied from 1.8 to 19.1 years. The neurological
Since then FES has been used to restore a variety of level of the lesion of the participants ranged from the fifth
movements including walking (for a review, see Refs. cervical vertebra (C5) to the first lumbar vertebra (L1).
[4,119,88]) and was first reported for SCI subjects in 1989 According to the American Spinal Injury Association
[57]. The goal of FES is to obtain an immediate contrac- (ASIA) [24], the participants were either in the C (5 / 14) or
tion of the skeletal muscles that will lead to a functional D (9 / 14) category. Furthermore, the participants spanned
movement. As reviewed in the Introduction, the gait of the range of functional categories [86] from community
SCI subjects is impaired to some extent by weaknesses in walkers (n54), least community walkers (n53) to house-
the knee and hip extensors as well as ankle dorsiflexors. In hold walkers (n56). All of the participants required an
relation to the wide spectrum of motor impairment follow- ambulatory assistive device at the onset of the study. The
ing SCI, there are multitudes of systems for FES assisted ambulatory assistive devices used were either a walker
walking. The simplest system uses a stimulation of the (n56), forearm crutch (n54) or cane (n54).
common peroneal nerve through surface electrodes in Prior to the start of the FES assisted walking all the
conjunction with a footswitch [69]. However, systems participants signed a consent form. Following a 4-week
using either four or six channels [4] could also be used. It initiation program on the proper use of the FES stimulator,
is interesting to note that new peroneal nerve stimulator the participants were asked to use FES assisted walking as
systems, using implanted stimulators and natural sensing, much as possible in their activities of daily living.
are still being developed even 30 years after the initial use FES assisted walking was accomplished by stimulating
of a common peroneal nerve surface stimulator [42,14,40]. the peroneal nerve to help initiate and accomplish the
Even though FES assisted walking has been available swing phase and / or quadriceps stimulation provided to
for more then three decades, it has not been widely used in help maintain the extension of the knee during the stance
rehabilitation for a number of technical reasons. The phase [57]. When up to four channels of stimulation was
stimulators were bulky, unreliable, prone to breakage and required, the participants were given a Quadstim stimulator
expensive [104]. Recent studies of simple system for (Biomotion, Inc.), which was capable of providing mono-
FES-assisted walking (common peroneal nerve stimulator) phasic stimulation with a constant current. The parameters
showed an increase of the walking speed (less then 0.1 of stimulation were adjustable for the output current (0–
m*s 21 ) and a reduction of oxygen consumption during gait 150 mA), stimulus frequency (10–30 Hz) and stimulus
[37,104,112]. pulse width (50–500 ms). When the participants required
The combination of simple FES system with locomotor only one channel of stimulation, they were fitted with
training shows the usefulness of such devices to improve either a Unistim (Biomech Engineering Ltd.) or MikroFES
walking. Remarkably, walking speed of SCI subjects using (Institut Jozer Stefan) device. The Unistim stimulator
FES assisted walking is sometimes increased even when provided monophasic stimulation with a constant voltage
the stimulator is temporarily turned off. This retained output. The output voltage was adjustable from 0 to 100 V,
increase of walking speed without FES, called the thera- whereas the stimulus frequency and pulse width were
H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291 277
constant (23 Hz and 300 ms, respectively). The MikroFES assistive device used during walking and increased walk-
stimulator also provided monophasic stimulation, with a ing speed. Furthermore, some participants (3 / 14) needed a
constant voltage output that could be adjusted from 10 to simpler system of stimulation within the first year of FES
130 V. The frequency of stimulation was fixed at 25 Hz assisted walking.
with a pulse width of 150 ms. Triggering of the common
peroneal nerve stimulation with these devices could be
made either with hand or foot switches that used force- 5. Changes in maximal overground walking speed
sensing resistors (Interlink, Inc.) or mechanical contacts.
To evaluate the maximal overground walking speed
(MOWS), the participants were asked to walk as fast as
4. Changes in functional mobility possible on a 15-m walkway. The surface of the walkway
was an industrial carpet with a high coefficient of friction.
A functional scale consisted of 13 items scored on a Participants were instructed to start walking before the
seven-point scale (for a maximum score of 84 points) was starting line in order to accelerate and reach a steady speed
used to evaluate functional mobility. The psychometric before the start of the timing of the performance. The
properties of the scale have been tested and some modi- performance in the middle 10 m of the walkway was timed
fications were done [97]. The mobility score ranged from with a handheld stopwatch and was then transformed into
45 to 83 points. average MOWS. This outcome measure had good reliabili-
FES assisted walking has a functional impact as seen by ty for a sample of persons suffering from rheumatism [28].
the statistically significant increase in functional mobility The participants were asked to perform in different ran-
within the first year (t-test: 6.702, df: 13, P,0.000). This domized conditions: with the use of the FES orthosis,
increase in functional mobility is dependent on many without orthosis, and with the different ambulatory assis-
factors but is mostly due to changes in the ambulatory tive devices they could use. The time-course of the
Fig. 1. Longitudinal changes in the combined maximal overground walking speed. (A) Results of subjects with unlimited walking ability in the
community: AC (filled squares, full line), DB (Filled circles, small dotted line), JB (open squares, long dotted line), MR (open circles, full line), MS (open
squares, long dotted line). (C) Results of subjects with household walking ability: DT (filled squares, full line), LS (filled circles, small dotted lines), RL
(open squares, long dotted line). (D) Results of subjects with household walking ability: RP (filled squares, full line), SM (filled circles, small dotted line).
(Adapted from Ref. [58]).
278 H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291
changes in MOWS was fitted to either a linear or exponen- Kolmogorov–Smirnov distance (KS) [21] (KS: 0.2323,
tial association function [58]. When possible, measures of P.0.10). The increase in MOWS was a percentage of the
the MOWS were repeated to establish a baseline measure initial MOWS (71%, S.D.6 65). In addition, the mag-
of the spontaneous changes that were occurring. No nitude of change correlated to the initial walking speed,
changes in MOWS were found in participants that were showing a greater increase for the participants that were
evaluated at least three times prior to the start of the FES community walkers at the onset of the study (Fig. 1A). Of
assisted walking study. These results shows that no the 14 participants, two had no changes in MOWS in the
spontaneous recovery was occurring prior to the start of combined condition. Of the remaining 12 participants, the
the FES assisted walking. longitudinal changes of four were best described with a
The increases in MOWS followed a longitudinal pro- linear model, whereas those of the other eight participants
gression when locomotor training was combined to FES. were best described with an exponential association model.
Fig. 1 shows the changes in MOWS for the participants. When the progression followed an exponential associa-
Changes in MOWS occurred for the three functional tion model, the average K value was 0.271 (0.238). This
categories of walkers (A, Community walkers; B, Least represents an improvement in the walking speed for a
community walkers; C and D, Household walkers) with no duration of at least 23 weeks.
striking difference between categories in terms of the Fig. 2 shows the MOWS as a function of the functional
model that best described the longitudinal changes. Within category of walker both while using the FES orthosis (FES
the first year of FES assisted walking, the MOWS in- training columns) and when the stimulator was turned off
creased by 0.26 m*s 21 (S.D.: 0.24) which was signifi- (Off FES columns). It can be seen that the combination of
cantly different from zero (t54.106, df513, P50.001). a FES system with locomotor training was effective for
This increase in MOWS ranged from 0.00 to 0.79 m*s 21 improving walking in chronic SCI subjects (Fig. 2, first
as shown in Fig. 1. Furthermore, the increase in MOWS column). The average gain in speed was 0.26 m / s (see
was correlated to the initial MOWS (r50.57, P50.033). above) after 1 year of locomotor training with FES. This
This increase was normally distributed as tested by the gain represented more than double the increase in MOWS
Fig. 2. Changes in maximal overground walking speed for FES combined with locomotor training and when the stimulation was turned off (N514). The
overall effect pre- and post-intervention as well as the effects in subgroups of different initial gait speed are shown (modified from Ref. [58]).
H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291 279
that is related to using an FES orthosis (not illustrated, see The combination of a simple FES system with
Ref. [112], P,0.003). Furthermore, the gain was signifi- locomotor training shows the usefulness of such devices to
cant across all levels of initial gait speed (Fig. 3, columns improve walking [112]. Fig. 3 illustrates the increase of
3, 5 and 6). Strikingly, a general gain in walking speed MOWS in two chronic SCI subjects using FES assisted
was seen even when the stimulator was turned off (Fig. 2, walking over a long period of time. A gradual improve-
columns 2, 4, 6 and 8). ment of the maximal walking speed was observed from
Fig. 3. Example (SM from Fig. 1) of the changes in the kinematics with FES assisted walking. Panels (A–C) show the stick figure (every 0.5 s) and
trajectories of retroreflective markers (see Methods) when SM walks without FES at the beginning of FES assisted walking (A), without FES but after 43
weeks of FES assisted walking (B) and with the FES assisted walking at the same evaluation session (C). Panels (D–F) shows the angular excursion of the
hip (D), knee (E) and ankle (F) of the affected lower limb in these trials. Calibration bars for panels (A–C) represent 0.5 m. The hip, knee and ankle
angular excursions (D–F) without FES assisted walking at onset of training, without FES assisted walking after 43 weeks of training are represented by
thin, dotted and thick lines, respectively. (From Ref. [59]).
280 H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291
0.20 to 0.70 m / s for the first SCI subject (Fig. 3A) and
from 0 to 0.35 m / s in the second SCI subject (Fig. 3B).
Remarkably, in both SCI subjects the walking speed was
increased even when the stimulator was temporarily turned
off, with changes from 0.20 to 0.58 m / s for the first
subject (Fig. 3A) and changes from 0 to 0.20 m / s for the
second subject (Fig. 3B). This retained increase of walking
speed without FES has been termed the therapeutic effect
and is of the same magnitude as reported earlier [58,59].
This therapeutic effect on walking has been reported
anecdotally for hemiplegic subjects [69] and in SCI
subjects [38,60]. Changes in their assistive ambulatory
devices as seen in Fig. 3A with the subject using either
crutches or canes were also observed. From these results, it
was concluded that increases in maximal walking speed
during training with the FES orthosis is mostly due to a
therapeutic effect, which implies that some plasticity
occurred during the training paradigm. The locomotor
recovery observed with this training paradigm appears to
result from the interaction between these plastic changes in
combination with the proper activation of different
peripheral afferents including cutaneous and proprioceptive
inputs (see Section 8 on the mechanisms involved in the
locomotor behaviour changes).
decreased stance duration of 0.22 s (F59.43, dF59, P5 clearance in the transition from stance to swing is often
0.013) with only minor changes in the swing duration observed during walking by spastic participants severely
(F52.82, dF59, P50.127). Quite surprisingly, those impairing their walking ability [81,101]. It is often as-
changes in the spatio–temporal parameters of walking sumed to be related to the weakness of the dorsiflexors, but
were not concomitant with changes in the lower limb could equally well be due to a reflex mediated tone in the
angular excursions. However, when the difference between plantar-flexors as they are stretched during the swing phase
using FES assisted walking and no orthosis was analysed, of the step cycle. One of the hypotheses to be tested was
it was shown that FES assisted walking did not influence whether the stimulation used to make the tibialis anterior
the spatio–temporal parameters of walking but increased contract would lead to a modification of the soleus stretch
the hip angular excursion and ankle dorsiflexion angle reflex.
during the swing phase and the ankle angle at foot contact.
Fig. 5. Modulation of the soleus H-reflex (d, mean6S.D.) in a healthy subject and (A) a severely impaired SCI (C) patient during treadmill walking. Note
the absence of H-reflex modulation throughout the entire gait cycle in the SCI patient and the increase in amplitude beyond that observed during quiet
standing (indicated by the dotted horizontal line). With cutaneomuscular stimulation (B), the H-reflex became partially and selectively inhibited in early
stance and swing, thereby revealing a more normal modulation pattern (D), with the M-wave (h, mean6S.D.) remained relatively low and constant. Soleus
activity was flattened and prolonged over the gait cycle (E), with the presence of clonus, whereas TA showed relatively reciprocal activity, except for the
early and midstance period. (Arrow indicates the average time of transition from stance to swing). (From Ref. [32]).
subjects because they have to undergo many walking and severely impaired subjects who had difficulty dorsiflexing
standing trials with the paired (conditioning test) and the foot, often resulting in toe drag during swing.
unpaired (test) stimulation. The H- and the stretch reflex have been shown to have
As illustrated in Fig. 5C, severely impaired SCI subjects different sensitivities to presynaptic inhibition [76]. The
showed little or no phasic modulation of the soleus H- effects of CPN stimulation on the soleus stretch reflex
reflex during walking as compared to the normal subject during walking has been investigated in stroke participants
(Fig. 5A). These subjects generally had severe clinical [110]. Stretch reflexes where elicited during walking on a
signs of spasticity and marked gait deficits. As compared treadmill by an electromechanical device capable of
to the mean control amplitude in quiet standing (see dotted stretching the human left ankle. A detailed description on
horizontal line near top of Fig. 5), the H-reflex during the design of the device is reported elsewhere [1]. Briefly,
walking was generally, though not significantly, elevated the device consisted of a functional joint attached to the
beyond the mean level during standing. With conditioning participant’s ankle joint and an actuator system, involving
cutaneomuscular stimulation, the H-reflex was reduced a powerful AC-motor / gear system. The functional joint
significantly in the early stance and swing phases, thereby was mounted in alignment with the ankle joint and was
producing a pattern of H-reflex that seemed to be modu- connected to the actuator system, which was placed next to
lated physically through the step cycle (Fig. 5D). This the treadmill, by means of two flexible bowden wires.
selective inhibition as a result of cutaneomuscular stimula- Position feedback was used to regulate the actuator and
tion was seen in three out of the four severely impaired enable it to follow the movement of the ankle without
subjects [32]. The soleus activity in these subjects general- influencing the pattern of gait. Whenever it was desired
ly were flattened and prolonged in the step cycle, with the during the gait cycle, it was possible to evoke a stretch of
presence of clonic activity (Fig. 5E). The tibialis anterior the ankle extensor muscles by rotating the ankle joint with
activity, when present, was either a small (see Fig. 5F) and a displacement of up to 108. Besides the conditioned and
narrow burst in midswing concurrent with foot drag or a test stretches two types of control recordings where
pattern of coactivation with soleus, especially through collected: strides with the conditioning stimulus only and
early and mid stance (not illustrated). unaffected strides. The stretches were randomly mixed
All SCI subjects reported an ease for the limb to swing with the control recordings and applied infrequently. A
through and a decreased effort to walk secondary to the recording (with stretch or control) was taken every two to
reduction in limb stiffness, when the conditioning stimula- four strides. To avoid fatigue, rest periods were added
tion is appropriately timed to occur just before or during according to the participant’s needs. The conditioning
swing. This was especially the case for the moderately or stimulus was applied to the deep peroneal nerve through a
H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291 283
monopolar surface electrode (32 mm in diameter) which activity of the tibialis anterior and lateral gastrocnemius
was placed distally and somewhat laterally in relation to were also recorded. A more complete description of the
the patella, close to where the deep peroneal nerve parallel-cascade model can be found elsewhere [49].
branches off the common peroneal nerve. To make sure The effect of training with FES assisted walking on the
that the common peroneal nerve was not stimulated the intrinsic and reflex dynamic stiffness in spinal cord injured
tendons of the peroneus longus and brevis muscles were participant was also evaluated. Fig. 7 shows segments of
palpated while applying test stimuli. An anode was placed experimental trials from a typical SCI subject before (left
halfway on the shin (436 cm oval). The conditioning column) and after (right column) long-term use of FES-
stimulus consisted of a train of five 1-ms pulses applied at assisted walking. As illustrated, the EMG (panels E and F)
a frequency of 200 Hz for a total duration of 21 ms. The responses were much smaller post-FES than pre-FES. In
stimulus intensity was set at four times the motor threshold both cases the Pseudoramdom Binary Sequence Trials
of the tibialis anterior muscle (MT), except for participant (PRBS) inputs had the same peak-to-peak amplitude
2. For this participant a stimulus intensity of 3 MT was (0.035 rad) and zero-crossing rate (125 ms). Gastroc-
used because 4 MT was uncomfortable. A stimulus nemius (GS) EMG was unidirectionally rate sensitive; with
intensity of 4 MT was chosen to elicit the highest a short-latency burst of EMG that followed each move-
inhibition possible as seen in a previous study effectuated ment in the dorsiflexing (positive) direction whereas
in sitting participants [109]. equivalent movements in the opposite direction evoked no
The result of this study [110] shows that the soleus response. However, the EMG amplitude post-FES (panel
stretch reflex can be inhibited by a conditioning stimulus to D) was much smaller than pre-FES (panel C). The torque
the CPN. Panels (A–F) of Fig. 6 shows an example of the responses were also similar in nature, comprising of two
recordings made when the stretch reflex was (Fig. 6D–F) distinct components: (i) a symmetric variation that corre-
or was not (Fig. 6A–C) preceded by a conditioning lated with the ankle position and its derivatives with no
stimulus. It can be seen, in that example, that the stretch significant delay, likely representing the contribution of
applied in the early part of the swing phase triggered both intrinsic mechanics, and (ii) a transient, twitch-like in-
a large burst of EMG activity in the soleus muscle as well crease in torque that was associated with dorsiflexing
as some clonic activity (Fig. 6B). However, no stretch displacements, due to reflex mechanisms. These two
reflex EMG activity could be detected when the stretches components are seen more clearly in the bottom row where
applied in the early part of the swing phase were preceded segments of the torque record are shown on an expanded
by the conditioning stimulus (Fig. 6E). Fig. 6G shows the scale with the reflex components shaded. As with EMG,
mean results of the inhibition of the stretch reflex as a the reflex torque magnitude was much smaller post-FES
function of the conditioning-test delay of the stroke (panels F and H) than pre-FES (panels E and G), by a
participants. It can be seen that the greatest inhibition was factor of about 2 in this particular SCI subject. It can be
achieved with a delay of about 100 ms and that the stretch seen that the intrinsic stiffness, which decreases in SCI as
reflex could be inhibited by 75%. Hence, it was demon- compared to healthy subjects, was increased after the
strated that the conditioning stimulus was able to restore period of training with FES assisted walking. Whereas the
artificially the modulation of the stretch reflex during the passive, active reflex and passive reflex components, which
walking cycle. increase in SCI subjects, were decreased during the same
period. These effects were consistent for all positions.
8.4. Effect of locomotor training using FES on the To characterize the amplitude of these changes, we
soleus stretch reflex computed the percentage change of stiffness gain before
and after 18 months of FES assisted walking over the
Another question that needs to be answered is whether range of motion (Fig. 8) for each subject. On average, the
long-term use of FES assisted walking has an effect on the group of four incomplete SCI subjects increased their
segmental reflex organization. The contributions of the intrinsic stiffness gain by 97% (S.E.: 44%), decreased their
intrinsic and reflex components to dynamic ankle stiffness passive stiffness gain by 39% (S.E.: 8%), and decreased
were assessed at different ankle angles by a parallel- their reflex stiffness gain by 89% (S.E.: 5%). The pattern
cascade system identification method before and after at was similar in all chronic SCI subjects when trained with
least 18 months of FES assisted walking. Briefly, the the FES [75].
participant laid supine with their foot attached to a pedal of
a stiff, position controlled, electro-hydraulic actuator.
Pseudorandom binary sequences of ankle position were
applied about different ankle angles in the range of motion 9. Changes in the corticospinal control of tibialis
of the participants. The amplitude of the perturbations anterior with FES assisted walking
were adjusted to produce the maximum reflex torque while
the participants maintained a contraction equivalent to 10% Even though changes in the segmental reflex organiza-
of the maximal voluntary contraction. Transducers mea- tion could be seen with the improvement of the walking
sured joint position and torque and the electromyographic behaviour, changes in muscle strength could also be
284 H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291
Fig. 6. Example of the inhibition of the soleus stretch reflex in the early swing phase of gait in hemiplegic participants from a conditioning stimulus
applied to the deep peroneal nerve. Average responses (n55) to an unconditioned (A–C) and a conditioned stretch (D–F) from one participant. Thick lines
show the recordings with a stretch and the thin dotted lines the control recordings. The control recordings of panels (D–F) show the conditioning stimulus
with no ankle stretches. The stretch reflex inhibition, as calculated from the ratio of the amplitude of the conditioned over the test stretch reflex, is
presented for four different conditioning-test intervals (panel G). The dotted horizontal line represents no changes between the conditioned and test stretch
reflex. In panel (G) the error bars represent the standard deviation. Significant changes are marked with an asterisk. (Modified from Ref. [110]).
responsible for this improvement. Changes in muscle homonymus muscle [39,91]. A recent study [52], investi-
strength have been shown previously with FES assisted gated the effect of the CPN stimulation on the size of
walking and were thought to be due to peripheral mecha- transcranial magnetic motor envoked potentials (MEP) in
nisms such as hypertrophy of the muscle fibers and the tibialis anterior muscle. It was shown that after 30 min
changes in muscle fibres type. However, recent studies of a regimen of repetitive electrical stimulation that
have shown that increased afferent input could be corre- mimicked the stimulation parameters seen during FES
lated with an increased corticospinal control of the assisted walking, there was a significant increase in the
H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291 285
Fig. 7. Segments experimented trials of pre- and post-FES. (A, B) position (p); (C, D) reflex EMG (EMG R ) (E, F) torque (TQ); (G, H) segments of the
torque record between dashed lines are shown on the expanded scale with the reflex components shaded (From Ref. [110]).
286 H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291
Fig. 8. Example of changes in ankle dynamics with FES and locomotor training. (A) Passive stiffness gain; (B) intrinsic stiffness gain and (C) reflex
stiffness gain as functions of ankle position for one SCI subject. Pre-FES, Dotted lines, Post-FES, Solid-lines. (Modified from Ref. [75]).
MEP (Fig. 9A). The results of eight able-bodied particip- of walking in the SCI population. Remarkably, the abso-
ants showed that these changes in the TA MEP were seen lute therapeutic effect of using FES assisted walking was
for more than 20 min following the cessation of the CPN greatest for faster SCI subject walkers even though the
stimulation (Fig. 9A) and were not related to an increase in orthotic effect was, at best, minimal.
motoneuron excitability as evaluated by the monosynaptic The aims of these studies were to characterize the
stretch reflex (Fig. 9B). However, the long latency com- magnitude and time-course of the changes occurring with
ponent of the stretch reflex, which is thought to be acting the use of the FES assisted walking for SCI subjects. The
through a transcortical pathway, was increased following main results are that SCI subjects using a FES orthosis has
the repetitive electrical stimulation of the CPN nerve. This an improved mobility score due to an increased maximal
result shows that plastic changes within the CNS could overground walking speed as well as a change in the type
also explain the increase in muscle strength. of ambulatory assistive device used. This increase in
walking is a result of an increased cycle length and cycle
frequency, with the latter being related to a decreased
10. Discussion stance time. These changes are also reflected in the
increased efficiency of walking as measured by the de-
Functional recovery of walking is a goal for many SCI crease in the physiological cost index.
subjects and for the intervention of many health profes- Previous studies of simple systems of FES assisted
sionals involved in SCI rehabilitation. Evidence presented walking for SCI subjects [103,37,38] have shown a
in this review on the effect of FES assisted walking give a minimal effect on walking speed. Our study showed an
rational for the use of such an orthosis in the rehabilitation average threefold increase of the walking speed, which can
H. Barbeau et al. / Brain Research Reviews 40 (2002) 274–291 287
with the use of FES assisted walking represent systemic figure represents the trajectories of the different retro-
changes that could also be used in other sensorimotor reflective markers during one typical walking cycle while
activities. using FES assisted walking. When the participant uses FES
The results of this study have many functional implica- assisted walking, the foot is brought back before it contacts
tions that can be relevant to the whole spectrum of SCI the ground. This could be explained by a lack of control of
subjects because of the heterogeneity of our sample, the intersegmental dynamics contributing to the late part of
although greater improvements in the maximal overground swing phase [120]. A second explanation is that the
walking speed were seen in participants that were walking dynamic projection of the centre of gravity may not follow
faster at the onset of the study. The reported time-courses the improvement in the forward advancement of the foot
of the changes in MOWS allow us to postulate that clinical resulting in a backward force that would cause disequilib-
trials on the effect of an FES orthosis for SCI subjects rium. Further investigations in the control of the foot
should use a longer period than 12 weeks of training as trajectory and projection of the centre of mass during
well as evaluate the therapeutic effect of the orthosis. swing could be made to resolve this question.
Because of the discrepancies between the results of this In conclusion, locomotor recovery has become possible
study and previous studies [104,37,38] of the effect of FES for an increasing number of incomplete people with SCI.
assisted walking in SCI subjects, it is proposed that the New modalities of treatment are available for this popula-
evaluation of the changes in the walking behaviour occur- tion but most still need to be evaluated for their efficacy.
ring with an intervention should take into account at least This presentation reviewed evidence that FES assisted
two factors such as the control and capacity of the walking walking could be used as a therapeutic modality even in a
behaviour [60]. These factors can be evaluated using chronic stage of SCI. It is then possible to envision that, by
walking tasks that demand a modification of the walking using more efficient technology and readily available
pattern from the usual walking pattern at a comfortable therapeutic modalities, the care and recovery of SCI
speed on a flat, overground surface to maximal speed. subjects could be improved.
Furthermore, this study shows a potential for the use of
FES orthosis in SCI rehabilitation by providing a training
tool that will help in restoring the walking behaviour.
Acknowledgements
Future directions of the research should be an inves-
tigation of the factors associated with the therapeutic
We would like to extend many thanks to Irene
effect. On the behavioural aspect, factors associated with
Shanefield and Vira Rose for their very important contribu-
the limitation in the maximal walking speed should be
tions for the bibliography and secretarial support, to
investigated. In a case report, it was shown that training
Gevorg Chilingaryan for his assistance in statistical analy-
with FES assisted walking was associated with an in-
sis and to Dr. Joyce Fung for critical editorial work that is
creased maximal frequency of stepping [84]. Changes in
greatly appreciated. We would also like to thank the Fonds
the nervous and musculoskeletal system caused by long-
de la recherche en Sante´ du Quebec (FRSQ) and the JRH
term FES assisted walking should also be studied. Pre-
foundation for their continuing support.
liminary evidence shows a modification of the ankle
plantarflexor stiffness dynamics associated with long-term
use of FES assisted walking [75]. In that study [75], it was
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