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EMG, Heart Rate, and Accelerometer as Estimators of Energy Expenditure in


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Article  in  Medicine and science in sports and exercise · February 2014


DOI: 10.1249/MSS.0000000000000298 · Source: PubMed

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EMG, Heart Rate, and Accelerometer as
Estimators of Energy Expenditure in Locomotion
OLLI TIKKANEN1, SALME KÄRKKÄINEN2, PIIA HAAKANA1, MAURI KALLINEN3,
TEEMU PULLINEN1, and TAIJA FINNI1
1
Neuromuscular Research Center, Department of Biology of Physical Activity, University of Jyväskylä, Jyväskylä, FINLAND;
2
Department of Mathematics and Statistics, University of Jyväskylä, Jyväskylä, FINLAND; and 3Department of Medical
Rehabilitation, Oulu University Hospital, Oulu, FINLAND

ABSTRACT
TIKKANEN, O., S. KÄRKKÄINEN, P. HAAKANA, M. KALLINEN, T. PULLINEN, and T. FINNI. EMG, Heart Rate, and Accel-
erometer as Estimators of Energy Expenditure in Locomotion. Med. Sci. Sports Exerc., Vol. 46, No. 9, pp. 1831–1839, 2014. Purpose:
Precise measures of energy expenditure (EE) during everyday activities are needed. This study assessed the validity of novel shorts measuring
EMG and compared this method with HR and accelerometry (ACC) when estimating EE. Methods: Fifty-four volunteers (39.4 T 13.9 yr)
performed a maximal treadmill test (3-min loads) including walking with different speeds uphill, downhill, and on level ground and one
running load. The data were categorized into all, low, and level loads. EE was measured by indirect calorimetry, whereas HR, ACC, and
EMG were measured continuously. EMG from quadriceps (Q) and hamstrings (H) was measured using shorts with textile electrodes. Validity
of the methods used to estimate EE was compared using Pearson correlations, regression coefficients, linear mixed models providing Akaike
information criteria, and root mean squared error (RMSE) from cross-validation at the individual and population levels. Results: At all loads,
correlations with EE were as follows: EMG(QH), 0.94 T 0.03; EMG(Q), 0.91 T 0.03; EMG(H), 0.94 T 0.03; HR, 0.96 T 0.04; and ACC,
0.77 T 0.10. The corresponding correlations at low loads were 0.89 T 0.08, 0.79 T 0.10, 0.93 T 0.07, 0.89 T 0.23, and 0.80 T 0.07, and at level
loads, they were 0.97 T 0.03, 0.97 T 0.05, 0.96 T 0.04, 0.95 T 0.08, and 0.99 T 0.02, respectively. Akaike information criteria ranked the
methods in accordance with the individual correlations. Conclusions: It is shown for the first time that EMG shorts can be used for EE
estimations across a wide range of physical activity intensities in a heterogeneous group. Across all loads, HR is a superior method of
predicting EE, whereas ACC is most accurate for level loads at the population level. At low levels of physical activity in changing terrains,
thigh muscle EMG provides more accurate EE estimations than those in ACC and HR if individual calibrations are performed. Key Words:
TEXTILE ELECTRODES, EMG CLOTHING, ENERGY EXPENDITURE, PHYSICAL ACTIVITY, INACTIVITY, ACCELERATION

T
he ability to accurately and objectively track energy levels of everyday muscle activity, however, have positive
expenditure (EE) and physical activity is a topic of effects on glucose uptake and insulin sensitivity and thus may
great importance for two main reasons. First, physical prevent type 2 diabetes, for example (15).
activity plays an important role in sustaining a healthy life- It is also important that activities of low-to-moderate in-
style. Physical activity has beneficial effects on cardiore- tensity be tracked accurately because in the normal physical
spiratory fitness, lipid profiles, blood pressure, weight control, activity level (PAL) range, the distribution of time spent on
and chronic conditions such as cardiovascular diseases and low- and moderate-intensity activities determines the activity
diabetes (17). Muscle function, specifically muscle strength, is level of a person (34). For example, it has been shown that
also important for maintenance of health and well-being, es- sedentary time and activities related to transportation and com-
pecially among middle-age and elderly people (20). Second, muting, such as walking and cycling, contribute significantly
there is compelling evidence that physical inactivity and sit- to average PAL (4) whereas high-intensity activity does not
ting are harmful for health even in people considered to be have much effect on PAL in normal populations (34). It is
physically active (5), and interestingly, exercise for fitness clear that people spend more time sleeping and performing
APPLIED SCIENCES
does not decrease the total daily inactivity time (10). Low sedentary and light activities than that for vigorous activities,
and hence, accurate estimation of EE at low intensities is
especially important in long-term measurements (8).
Address for correspondence: Olli Tikkanen, M.Sc., Neuromuscular Research
Center, Department of Biology of Physical Activity, University of Jyväskylä, Accelerometers are used extensively to estimate EE and
PO Box 35, 40014 Jyväskylä, Finland; E-mail: olli.m.tikkanen@jyu.fi. physical activity, although they are generally validated in lab-
Submitted for publication May 2013. oratory settings, limiting the generalizability of the results to
Accepted for publication January 2014. free-living situations (8). Several accelerometer equations work
0195-9131/14/4609-1831/0 well for classifying moderate activity but fail elsewhere, whereas
MEDICINE & SCIENCE IN SPORTS & EXERCISEÒ ActiGraph and Actical regressions tend to overestimate walking
Copyright Ó 2014 by the American College of Sports Medicine and sedentary activities and underestimate most other ac-
DOI: 10.1249/MSS.0000000000000298 tivities (8). Recently, accelerometers storing raw data for

1831

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
long periods have become available, making it possible to physical activity history and lifestyle were completed. Sub-
carry out long-term monitoring and use more sophisticated jects older than 45 yr were screened by a medical doctor. In
and advanced data analysis for more accurate categoriza- the second laboratory visit, subjects completed maximal
tion of physical activities (28). In addition, new commer- voluntary contraction (MVC) tests and a maximal treadmill
cial accelerometers like ActivPAL, ActiGraph (GT3X), and test. A subgroup of five participants did all the measure-
IDEAA can estimate lying, sitting, and standing postures, ments twice on different days, and these data were used to
although the discrimination of ActiGraph between standing establish test–retest reliability.
and sitting has been questioned (28). Another relatively easy Subjects performed isometric MVC in bilateral knee ex-
assessment of EE of physical activity is heart rate (HR). An tension and flexion (David 220; David Health Solutions,
elevation in HR has been considered the prime response to Helsinki, Finland) at a knee angle of 140-. After a proper
physical activity, and HR recordings are typically used to warm-up, at least three maximal trials were done, with 2- to
evaluate cardiovascular responses. The relation between HR 5-min rest between trials. If torque increased more than 5%
and EE is linear only within a narrow range of approximately in the third attempt, more trials were done. Each trial lasted
90–150 bpm (25) and is subject to both intra- and inter- 3–5 s, and loud verbal encouragement was used to encour-
individual variability (16). HR may be partially dissociated age maximal performance.
from EE by factors such as environmental conditions, emo- In the treadmill test, each load lasted 3 min except the last
tion, and posture (16). During light activity or inactivity, there load, which was done until exhaustion. The treadmill incli-
is almost no slope in the relation (25). nation was 0- unless otherwise reported. The first six loads
By definition, physical activity is bodily movement that is were the same for all subjects: 4 kmIhj1, 5 kmIhj1, 5 kmIhj1
produced by the contractile activity of skeletal muscles that with 4- descent, 5 kmIhj1 with 4- ascent, 6 kmIhj1, and
substantially increases EE. Muscle activation is a prerequi- 7 kmIhj1. Subsequently, participants under the age of 30
site for physical activity, but its role in quantifying PAL has performed one running load (10 kmIhj1 for females and
been neglected. The development of garments with embed- 12 kmIhj1 for males). The next step for all participants
ded textile electrodes has made surface EMG measurements was walking 5 kmIhj1 with 8- ascent. After walking for 3 min
convenient even for whole-day field measurements. These with this load, how close participants were to their maximal
garments enable muscle activity recordings in a valid and oxygen consumption was estimated. If two of three of the
reliable way without skin preparation and the problem of following criteria were fulfilled, participants continued with the
wires hanging around the body (11,33). Therefore, the pur- same load: 1) V̇O2max G85% of the estimated maximum, 2) HR
pose of this study was to assess the validity of estimating EE G90% of the estimated maximum, and 3) Borg RPE G16. If
with EMG shorts during treadmill walking and running and two of three criteria were not fulfilled, participants continued
to compare this method with the widely used HR and triaxial the walking test at 7 kmIhj1 with 10- ascent until exhaustion.
accelerometry (ACC). This nonstandard test protocol was chosen to simulate
daily activities better than the traditional V̇O2max test pro-
tocols because uphill and downhill walking are rather com-
METHODS mon activities in normal daily life. The test ended with
Subjects. Volunteers were recruited through public ad- walking (instead of the more commonly used running) be-
vertisements and e-mail lists of local companies and in- cause many of the subjects were unaccustomed to running
stitutes in Central Finland (staff from hospitals, construction and safety could have been compromised especially in older
companies, paper manufacturers, University of Jyväskylä, subjects. Twenty six subjects performed the running load.
and the city of Jyväskylä). In total, 216 people volunteered. Seven subjects did not do the last walking load (7 kmIhj1
All were screened for exclusion criteria (cardiovascular dis- with 10- ascent) because they were already exhausted from
ease, current or previous injury in the lower extremity or lower the previous load (5 kmIhj1 with 8- ascent).
back, or any condition that could affect leg muscle activation) Measurements. Body mass, fat percentage, skeletal mus-
and inclusion criteria of the group, being as heterogeneous cle mass, fat mass, and visceral fat area were assessed using
as possible in terms of sex, age, body composition, and PAL. bioimpedance (InBody 720; BioSpace Corp. Ltd., Seoul, South
APPLIED SCIENCES

Finally, 63 people were measured in the laboratory after sign- Korea), and height of the subjects was measured with an in-
ing an informed consent. Nine subjects were lost because of elastic tape measure attached to a wall. Questionnaires were
methodological reasons, resulting in 54 subjects from whom used to assess participants’ physical activity history and lifestyle.
the results are presented. The study was approved by the During the treadmill test, a large treadmill (4  2 m,
ethics committee of the University of Jyväskylä. model OJK-1; Telineyhtymä, Kotka, Finland) was used to
Procedure. Subjects came twice to the laboratory, once enable unobstructed walking and running. Ventilatory gases
for tests done in a fasting state (12 h without eating and were measured with Jaeger Oxycon Pro with the LabManager
drinking) and once for activity tests. In the fasting state, the 3.0 software (Viasys Healthcare Gmbh, Hoechberg, Germany),
resting metabolic rate, body composition, and resting ECG which was calibrated before every participant (the device has
(Cardiofax V Ecaps12 ECG EKG machine; Nihon Kohden, accuracy of 2% for the volume (50 mL), 3% for flow
Tokyo, Japan) were measured and questionnaires regarding (70 mLIsj1), 0.2% for O2 analyzer, and 0.05% for CO2

1832 Official Journal of the American College of Sports Medicine http://www.acsm-msse.org

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
analyzer). Oxycon Pro has been shown to be both valid (right quadriceps, right hamstring, left quadriceps, and left
(7,26) and reliable (7) to measure parameters of respiration. hamstring) was normalized to the maximal EMG values
Nasal respiration was blocked with a nose clip (Nose Clip (EMGMVC), taken as an average from a 1-s period during
Disposable Series 9014; Hans Rudolph, Inc., Shawnee, MVC for the given muscle. Right and left quadriceps values
KS). HR was recorded with a Suunto T6 wrist computer were averaged to form the quadriceps variable (aEMG(Q)),
and HR belt (Suunto Oy, Vantaa, Finland). Ventilatory right and left hamstrings, to form the hamstring variable
gases, HR, triaxial ACC (HM120; Alive Technologies Pty. (aEMG(H)), and all channels, to form the variable for quad-
Ltd., Queensland, Australia), and EMG were measured riceps and hamstrings (aEMG(QH)). ACC signals were fil-
continuously during the test. In the last 30 s of each load, tered with a 0.5- to 11-Hz band-pass filter with a finite
RPE was assessed using the Borg scale (6–20). impulse response to decrease the effects of gravity and high-
Thigh muscle activities were measured with EMG shorts frequency artefacts. After filtering, the signal was rectified
made of knitted fabric similar to elastic sports clothes or and a moving average with a 10-s window was applied. Ac-
functional underwear, with the exception of the capability to tivity counts were calculated as area under the curve (in-
measure EMG from the skin surface of the thigh areas tegration) from 60-s periods. Activity counts were first
(Myontec Ltd., Kuopio, Finland) (11,32,33). To obtain the calculated separately for x, y, and z values, and later, a sum
average rectified value of EMG (aEMG), the shorts are vector of x, y, and z [(x2 + y2 + z2)2] was calculated to
equipped with conductive electrodes and wires are inte- represent the physical activity from a given 60-s period.
grated into the fabric, which transfer the EMG signals from Categorization of loads. The treadmill test was di-
the electrodes to the electronics module. The textile elec- vided into the following functional categories: 1) ‘‘all loads’’
trodes were sewn onto the internal surface of the shorts and include all measured conditions comprising resting meta-
located such that the bipolar electrode pair lies on the distal bolic rate and all walking and running loads, 2) ‘‘low loads’’
part of the thigh, and reference electrodes, longitudinally include resting metabolic rate and walking loads up to 6 kmIhj1
along the lateral sides. The shorts measure EMG from the including loads with inclinations, and 3) ‘‘level loads’’ in-
quadriceps femoris (vastus lateralis, medialis, intermedius, clude resting metabolic rate and loads without inclination
and rectus femoris) and the hamstring muscles (biceps femoris, (also including running load).
semimembranosus, and semitendinosus). Data exclusion. Nine participants were lost because
Before the EMG shorts could be worn, electrolyte gel (Elec- of methodological reasons (four because of problems with
trolyte Creme REDUX; Parker Laboratories, Inc., Fairfield, NJ) ventilatory gas measurements and five because of problems
was applied onto the electrode surfaces. Skin–electrode im- with EMG measurements), leaving 54 participants for fur-
pedance was assessed from the connectors that attach to the ther analysis. In these 54 subjects, some EMG channels or
electronics module. Impedance was less than 5 k6 in all data points were excluded because of nonphysiological sig-
subjects. The electronics module contains signal amplifiers, a nals. From 28% of subjects (13/54), one hamstring channel
microprocessor with embedded software, data memory, and a was excluded from the analysis, and from 4% (2/54), both
personal computer (PC) interface. In the module, the EMG hamstring channels were excluded. One quadriceps channel
signal is measured in its raw form with a sampling frequency was excluded from 11% of subjects (6/54). From 11% of
of 1000 Hz and a frequency band 50–200 Hz (j3 dB) and is subjects (6/54), some data points were excluded from the
first rectified and then averaged over 100-ms nonoverlapping analysis. The criteria for exclusion were set beforehand and
intervals. The averaged data were stored in ASCII format are described in detail in the study of Tikkanen et al (32).
in the memory of the module from which the data were The validity of the calculated aEMG due to missing chan-
downloaded to a PC using the specifically designed HeiMo nels was simulated and tested; excluded quadriceps channels
PC software (Myontec Ltd., Kuopio, Finland). resulted in greater aEMG, and excluded hamstring channels
Processing of data. Resting metabolic rate was deter- resulted in lower aEMG compared with aEMG from all
mined as the average oxygen uptake over 10 min that was four channels.
preceded by 20 min of quiet bed rest. HR was recorded con- Statistical analysis. The main focus of the study was
tinuously, and resting HR was determined as the lowest value the comparison of different methods aEMG(H), aEMG(Q),
APPLIED SCIENCES
within a 5-s window. From the treadmill test, HR, acceler- aEMG(QH), HR, and ACC when estimating EE. First, Pear-
ometer data, EMG data, and respiratory gases from the last son correlation coefficient (R value) and regression co-
60 s of each load were averaged and further analyzed. EE was efficients (intercept and slope) were calculated between
calculated from oxygen consumption (V̇O2) and respiratory EE and each method for each subject and the means and
exchange ratio (RER) with the following equation: SD of the correlation coefficients were reported for each
method. This approach follows Diggle et al. (9) who
R suggest that the individual data can be summarized into a
EE ðkcalRminj1 Þ ¼ ð1:2 RER þ 3:85ÞðVO2 =1000 Þ
derived variable such as a correlation coefficient or re-
gression coefficients (intercept and slope). Then, the correla-
Absolute HR (beats per minute) values were used in the tion of measurements within each subject can be avoided and
analysis. The EMG signal from each of the four muscles the standard ANOVA or Student’s t-test can be used to test

ENERGY EXPENDITURE ESTIMATION IN LOCOMOTION Medicine & Science in Sports & Exercised 1833

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
the differences between methods with the significance level coefficients and typical errors. Characteristics of the subjects
P G 0.05. are reported as means and SD.
Besides the derived variable approach for each method,
we compared the methods using linear mixed models. Mixed
RESULTS
models were used to model the variation between subjects
when having repeated measurements. In the modeling besides The characteristics of the subjects are shown in Table 1.
the fixed factors, random coefficients, subject-specific inter- Variables other than age, fat mass, hip circumference, and
cept (u0), and regression coefficient (u1) were tested with HR were significantly different between males and females
maximum likelihood ratio tests. The final model was calcu- (P G 0.001–0.05). Means of individual correlations between
lated using a restricted maximum likelihood method. When EE and the different methods for the entire study sample are
comparing significant but nonnested linear mixed models, a shown in Table 2. When all loads were included in the
maximum likelihood ratio test cannot be used. Then, Akaike analysis, HR was the best predictor of EE, according to both
information criteria (AIC), which is a measure for goodness mean correlations and AIC. At low loads, hamstring aEMG
of fit, is one convenient tool for a comparison (1). It is cal- was the best predictor, and at level loads, ACC provided the
culated as follows: best prediction for EE when the individual calibration is
added to the model.
AIC ¼ 2 log½Lðestimated parametersÞ þ 2p
Table 3 shows the means and SD of intercepts (a) and
where L is the likelihood of the fitted linear mixed model at slopes (b) of the fitted regression lines for all methods. With
the estimated parameter values (maximum value) and p is the such a variation of regression coefficients between the in-
number of parameters in the model. The value of AIC de- dividuals, the linear mixed model enables us to model this
creases if the value of the likelihood increases or the number variation using random regression coefficients (individual
of parameters decreases. Thus, we preferred the method giv- intercept and slope) besides the population intercept and
ing the model with the smallest AIC within a certain load slope. For all methods, the fitted linear mixed models in-
categorization. In addition to the comparison, the fitted linear cluded a random regression coefficient, except HR at all,
mixed model could also be used for prediction purposes both low, and level loads, hamstring EMG at all loads, and ACC
at the population level and at the individual level (AIC mea- at level loads, which also had a random constant. Using the
sures the prediction at the individual level). Having the pre- obtained AIC values shown in Table 2, we observed similar
diction formulas at the population level (fixed coefficients ranking as with mean R values of individuals.
only), we are able to give the predicted EE for a new indi- For prediction purposes, we added covariates into the
vidual. To evaluate the prediction accuracy of the equations, model. Prediction equations to estimate momentary EE
we first performed a leave-one-out cross-validation where all consisted of the same random coefficients as the models of
measurements of an individual were, one at a time, moved Table 2. Level loads were excluded for simplicity because
from the data to a test set. For the measurements of the test natural environments contain uphills, downhills, stairs, etc.,
set, the EE were predicted at the population level by using the and for practical reasons, only variables that need no laboratory
fixed part of the model fitted to the subset of the data. From measurements were included (age and sex). Prediction equa-
the errors between the predicted EE and the observed EE, tions are shown in Table 4 and include only variables that were
we estimated the root mean squared error (RMSE), defined significant or interacted significantly. Furthermore, Table 4
as follows: shows the calculated accuracies, as follows: the RMSE when
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
using 1) cross-validation for the prediction at the population
 ffi
RMSE ¼ mean EEp j EEo level (fixed coefficients used), 2) cross-validation for the

where EEp is the predicted value and EEo is the observed


value of the same individual. Having the prediction equation TABLE 1. Anthropometric and physiological characteristics of participants for males and
females (mean (SD)).
at the individual level (fixed and random coefficients), we can
Males (n = 28) Females (n = 26)
predict the EE for a new observation of the individual in-
APPLIED SCIENCES

cluded in the data. We evaluated the prediction accuracy using Age (yr) 39.2 (13.7) 39.6 (14.2)
Height (cm) 180.1 (7.2)* 166.7 (5.1)
a leave-one-out cross-validation where one observation of Weight (kg) 79.4 (13.0)* 62.7 (7.7)
an individual was moved to the test set and all other mea- Body mass index (kgImj2) 24.4 (3.1)** 22.5 (2.4)
Fat percentage (%) 16.9 (5.3)*** 21.6 (7.6)
surements formed the training data. The RMSE was calcula- Skeletal muscle mass (kg) 36.9 (6.0)* 27.1 (2.9)
ted similarly as shown previously. Furthermore, for selected Fat mass (kg) 14.6 (7.8) 13.9 (6.9)
Visceral fat (cm2) 91.1 (31.0)*** 66.9 (30.4)
models, the SE of the estimates of fixed coefficients and the Hip circumference (cm) 98.6 (6.4) 96.9 (5.3)
SD of random coefficients and residual were reported. The Waist circumference (cm) 87.5 (9.8)* 76.8 (8.5)
estimation of individual correlations, individual regression Resting HR (bpm) 53.2 (10.5) 57.8 (9.4)
HRmax (bpm) 182.6 (14.7) 182.6 (12.4)
coefficients, and mixed models was performed using the R V̇O2 max (mLIkgj1Iminj1) 49.7 (8.7)** 43.9 (9.6)
software (R Core Team 2013, Vienna, Austria). Furthermore, EEmax (kJIminj1) 19.9 (3.5)* 13.9 (2.8)
reliability of test–retest was described with correlation *P G 0.001; **P G 0.05; ***P G 0.01.

1834 Official Journal of the American College of Sports Medicine http://www.acsm-msse.org

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
TABLE 2. Means of individual R values (mean (SD)) and AIC values between EE, aEMG(QH) from quadriceps and hamstrings (n = 52), aEMG(Q) from quadriceps (n = 54), aEMG(H) from
hamstrings (n = 52), HR (n = 54), and ACC (n = 51).
Correlation between EE and aEMG(QH) aEMG(Q) aEMG(H) HR ACC
All loads

R values 0.94 (0.03) 0.91 (0.07) 0.94 (0.03) 0.96 (0.04) 0.77 (0.10)
AIC 2437 2658 2382 1817 2842
Low loads

R values 0.89 (0.08) 0.79 (0.10) 0.93 (0.07) 0.89 (0.23) 0.80 (0.07)
AIC 1120 1251 989 1133 1151
Level loads

R values 0.97 (0.03) 0.97 (0.05) 0.96 (0.04) 0.95 (0.08) 0.99 (0.02)
AIC 983 991 1045 1066 683
Both correlation and AIC represent individual-based prediction accuracies. The lower the AIC value, the better the method, whereas for correlation, R values closer to 1 represent a better
method in estimating EE.
All correlations between different methods were significantly different (at level of P G 0.001–0.05) unless marked with gray lines to the table (NS, not statistically significant). All correlations
between different load categories (all, low, and level loads) were significantly different (at level of P G 0.001–0.05), except aEMG(H) between all loads and low loads and HR between all loads
and level loads.

prediction at the individual level (fixed and random co- different walking speeds (14). Bourdin et al. (6) have shown
efficients used), and 3) AIC of the original fitted model. a close relation between EMG characteristics and the energy
Table 5 provides the correlation coefficients and typical er- cost of running per unit distance. Previously, EMG shorts
rors for test–retest comparisons. In Table 6, the SE of fixed have been used to detect second ventilatory threshold during
coefficients (with P values) and the SD of random co- incremental treadmill running (33) and to measure activity
efficients and residual are shown for HR, ACC, and and inactivity times in daily life (10,32).
aEMG(H) at all and low loads, respectively. Because people spend more time in light activities than
that in moderate and vigorous activities, estimation of EE at
low intensities is of great importance in long-term measure-
DISCUSSION
ments (34). The methods aEMG(H), aEMG(QH), and HR
In general, EMG, HR, and ACC all predicted EE rela- had significantly higher means of correlation coefficients
tively well according to individually calibrated models. It is (Table 2) and lower AIC and RMSE than those in ACC at
shown for the first time that EMG shorts can be used in EE low loads (Table 2 and 4), indicating that measurement of
estimations across a wide range of physical activity inten- low-intensity activities seems to be more accurate with EMG
sities in a heterogeneous subject group. Hamstrings EMG and HR than that with ACC when individual calibrations are
provide more accurate EE estimations than those in quadri- performed.
ceps EMG in all and low loads according to correlations, Hamstring aEMG had high mean correlations across
AIC, and RMSE (Tables 2 and 4). ACC was the best pre- conditions (0.94, 0.93, and 0.96 for all, low, and level loads,
dictor of EE at level loads, but according to AIC and cor- respectively) (Table 2). Hamstring aEMG predicted EE at
relations, its accuracy was considerably lower in all loads least as accurately as or better than aEMG from quadriceps
that also included uphill and downhill (Table 2). Correla- or the averaged quadriceps and hamstrings value. This might
tions of HR were found to be considerably lower at low be due to the fact that hamstrings are responsible for pro-
loads than those at level and all loads (Table 2). pulsion in walking (21), whereas the rectus femoris of
EE of muscles during locomotion is a mix of energy used quadriceps is mainly responsible for leg swing, which ac-
to generate force isometrically and to perform work, as counts for only 10% of the metabolic cost of walking on
muscles perform a variety of functions by acting as tensile level ground (13). Although hamstrings seem to provide a APPLIED SCIENCES
struts, brakes, and motors during different periods of the better estimation of EE in locomotion, it might be advisable
stride (14). Despite this complexity of muscle function, to use both muscle groups combined in measurement of all
the metabolic cost of walking should be proportional to the daily activities, which is also supported by RMSE results in
magnitude and rate of generating force if muscles work with Table 4 (first column, all loads). Because daily activities in-
consistent relative shortening velocities and efficiencies at clude activities other than locomotion, having more muscle

TABLE 3. Averages and SD of intercepts and slopes for fitted regression lines for all loads from combined thigh muscle activity (aEMG(QH)), quadriceps muscle activity (aEMG(Q)),
hamstring muscle activity (aEMG(H)), HR, and ACC.
Intercept (a) Slope (b)
aEMG(QH) aEMG(Q) aEMG(H) HR ACC aEMG(QH) aEMG(Q) aEMG(H) HR ACC
Average 1.11 0.71 1.80 j5.46 0.95 0.63 0.88 0.49 0.11 1.04
SD 1.12 1.11 1.21 2.15 1.29 0.31 0.50 0.23 0.03 0.38

ENERGY EXPENDITURE ESTIMATION IN LOCOMOTION Medicine & Science in Sports & Exercised 1835

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
TABLE 4. Prediction equations for EE (kJIminj1) from combined thigh muscle activity (aEMG(QH)), quadriceps muscle activity (aEMG(Q)), hamstring muscle activity (aEMG(H)), HR, and
ACC and the RMSE using both the fitted models from leave-one-out cross-validation for the prediction at the population level and at the individual level and further AIC of the original
fitted model.
Regression RMSE Pop RMSE Ind AIC Ind
All loads
EE = 0.627 + 0.254  sex + 0.015  age + (0.968 + 0.179  sex j 0.011  age)  aEMG(QH) 4.21 (3) 1.65 (2) 2439 (3)
EE = 0.514 + 0.203  sex + 0.010  age + (1.375 + 0.265  sex j 0.017  age)  aEMG(Q) 4.78 (5) 2.14 (4) 2659 (4)
EE = 1.241 + 0.634  sex + 0.012  age + (0.682 + 0.121  sex j 0.007  age)  aEMG(H) 4.54 (4) 1.65 (2) 2391 (2)
EE = j4.832 j 0.659  sex + (0.094 + 0.030  sex)  HR 2.31 (1) 1.06 (1) 1808 (1)
EE = 1.249 + 0.503  sex + (0.774 + 0.353  sex)  ACC 3.48 (2) 3.16 (5) 2810 (5)
Low loads
EE = 0.739 j 0.001  age + 0.503  sex + (0.936 j 0.009  age)  aEMG(QH) 2.33 (4) 0.98 (3) 1129 (3)
EE = 1.398 j 0.007  age + 0.880  sex + (0.886 j 0.008  age)  aEMG(Q) 2.30 (3) 1.33 (5) 1253 (5)
EE = 1.141 j 0.005  age + (0.788 j 0.006  age)  aEMG(H) 2.69 (5) 0.81 (1) 1006 (1)
EE = j3.928 j 0.854  sex + (0.083 + 0.031  sex)  HR 1.93 (2) 0.90 (2) 1126 (2)
EE = 1.041 + 0.326  sex + (0.622 + 0.250  sex)  ACC 1.57 (1) 1.26 (4) 1134 (4)
Ranks for prediction accuracy are given in parentheses.
ACC, counts per minute; age, year; sex, 1 for men and 0 for women; aEMG, % EMGMVC; HR, beats per minute.
Ind, individual level; pop, population level.

groups in the analysis seems well-grounded. For example, (22). Back muscles keep the trunk erect during walking and
it has been shown that for EMG threshold detection in run- provide appropriate equilibrium between flexibility and
ning, it is better to use both quadriceps and hamstrings than stiffness (30). Mean amplitudes and phasic activation in trunk
either alone (33). muscles generally increase with increasing walking speed,
As aEMG(Q) and EE correlations were significantly although activation of back muscles remains almost un-
higher at level loads than at low and all loads, it seems that, changed between walking at speeds of 4 and 6 kmIhj1 (2).
especially at low loads, accuracy of aEMG(Q) for predicting It has been shown that although arm swing is not entirely
EE is considerably decreased (Table 2). One reason for this passive, arm swing actually reduces the metabolic cost of
finding could be that some subjects were unaccustomed locomotion (23). With increases in uphill grade, hip, knee,
to treadmill walking and, especially, some older subjects and ankle extensor muscle activities increase progressively
seemed uncertain when walking on a treadmill. Older sub- in the stance phase (12). In downhill walking, only knee
jects maintaining balance at the lowest walking speeds could extensor activities increase with steeper downhill grade and
be a reason for excessive coactivation of the quadriceps (27). ankle extensor muscle activities decrease with increasing
The lowest walking speeds were also performed first, leav- downhill slope (12). The importance of thigh muscles either
ing less time for adaptation to treadmill walking, compared in deceleration or ACC in uphill and downhill locomotion is
with higher speeds. supported by the present finding that EMG of thigh muscles
Naturally, other muscles not assessed in this study are also expressed high correlations at all loads, justifying the use of
activated in locomotion and daily tasks. Activity of other EMG for estimating EE in those activities.
muscles not measured in this study may create bias in EE When considering EE estimations by ACC, several arti-
estimations but, in theory, only in those instances in which cles have previously shown validity of ACC in predicting EE
activity of muscles not assessed increases disproportionately in locomotion on level ground, which is also shown in the
to activity of measured thigh muscles. Sousa and Tavares present study. However, accuracy of ACC was lower when
(29) have shown that gait speed influences not only activity locomotion also included uphills and downhills (i.e., at all
levels but also relative activity patterns of leg muscles. Ac- loads) (Tables 2 and 4). This finding is in line with studies
tivity of the rectus femoris, gluteus maximus, gastrocnemius that found that standard analysis of body ACC cannot accu-
medialis, and biceps femoris increase (in decreasing order) rately predict EE in uphill or downhill walking (31) or stair
during stance below and above the preferred walking speed ascent or descent (18). This is probably explained by the fact
of individuals. Nonetheless, it could be assumed that most of that uphill walking requires extra positive work but does not
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the time in nonexercise activities of normal daily life, people produce ACC proportional to the extra muscle work needed
walk close to their preferred speed. (the opposite being true in downhill walking). Because hills
Plantar flexor muscle activity increases at faster walking and stairs are part of normal daily environments, validity of
speeds (3), and these muscles contribute greatly to me- ACC is lower in real-life situations than that shown in
chanical energetic demands of walking and are the primary treadmill validation studies performed only with level loads.
contributors to propulsive ground reaction forces in walking Validity studies of ACC in free-living conditions also need to

TABLE 5. Correlation coefficients and typical errors (SEM) in two tests performed on different days (n = 5).
aEMG(QH) aEMG(Q) aEMG(H) HR ACC EE
R values 0.96 0.93 0.97 0.67 0.98 0.99
Typical error 1.98% EMGMVC 2.17% EMGMVC 2.23% EMGMVC 20.65 bpm 1.03 countsIminj1 0.35 kJIminj1
aEMG(H), hamstring muscle activity; aEMG(Q), quadriceps muscle activity; aEMG(QH), combined thigh muscle activity.

1836 Official Journal of the American College of Sports Medicine http://www.acsm-msse.org

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
TABLE 6. SE of the estimates of fixed coefficients with P values and the SD of random coefficients and residual for hamstring muscle activity (aEMG(H)), HR, and ACC in all and low loads.
Fixed Coefficients Random Coefficients and Residual
All loads
aEMG(H) Intercept aEMG(H) Sex Age aEMG(H)  sex aEMG(H)  age SD (u0) SD (u1) SD (e)
SE 0.488 0.088 0.308 0.012 0.055 0.002 0.595 0.189 1.805
P value 0.011 G0.001 0.045 0.303 0.030 G0.001
HR Intercept HR Sex HR  sex SD (u0) SD (u1) SD (e)
SE 0.395 0.005 0.557 0.007 1.567 0.022 1.146
P value G0.001 G0.001 0.242 G0.001
ACC Intercept ACC Sex ACC  sex SD (u1) SD (e)
SE 0.409 0.059 0.582 0.085 0.134 3.310
P value 0.002 G0.001 0.392 G0.001
Low loads
aEMG(H) Intercept aEMG(H) Age aEMG(H)  age SD (u1) SD (e)
SE 0.301 0.123 0.007 0.003 0.274 0.848
P value G0.001 G0.001 0.544 0.045
HR Intercept HR Sex HR  sex SD (u0) SD (u1) SD (e)
SE 0.612 0.008 0.876 0.011 2.471 0.035 0.978
P value G0.001 G0.001 0.334 G0.001
ACC Intercept ACC Sex ACC  sex SD (u1) SD (e)
SE 0.233 0.056 0.337 0.082 0.168 1.337
P value G0.001 G0.001 0.337 0.003

be interpreted with caution because many studies do not HR had low SD in slopes (b) at all loads, perhaps indi-
mention partial correlations of activity counts when multiple cating that for every increase in HR, EE increases by ap-
regressions are used with subject characteristics and activity proximately the same amount independent of the individual.
counts (24). However, even small deviations in HR can make the indi-
HR tends to be linearly related within an individual vidual regression coefficient significant in the linear mixed
throughout a large portion of the aerobic work range (19), model (see the SD of the random coefficients of HR in
which was also seen in this study, as correlation values for Table 6). It has to be noted that the range of the HR is larger,
HR were very high for all and level loads. However, several which means that the values of slope cannot be very large with
factors besides V̇O2 can affect HR including emotions, food respect to the range of EE. High SD in intercept together with
intake, body position, muscle groups used, type of muscle significant individual intercept in the mixed model indicates
activity, and ambient temperature (16). The effect of some of that absolute EE at a given HR differs between individuals
these factors is probably demonstrated in our results, as (Tables 3 and 6). SD of intercepts (a) and slopes (b) in all
correlations were significantly lower for low loads (and SD EMG variables and ACC were of the same magnitude, indi-
were considerably higher) than those for all and level loads. cating that individual differences are quite similar for regres-
Furthermore, test–retest reliability for HR was considerably sion equations; linear mixed models of those variables only
lower than that for EMG and ACC (Table 5). had individual slope besides aEMG(H), which had also an
Regarding the accuracy of EE prediction, individual cor- individual intercept at all loads but not at low loads (Table 6).
relations and AIC ranked the methods in the same order The equations to predict instantaneous EE provide a
within a certain load categorization. It has to be noted that convenient way to estimate EE in long-term EMG mea-
AIC tells how well a model can predict EE in a relative surements. The accuracy of the prediction equations were
sense. Although individual correlations between EE and evaluated in three ways: the RMSE of cross-validation at the
different methods were rather high, correlations do not take population and individual level and AIC of the original fitted
into account the slope of the curves among different in- model. Thus, RMSE at the individual level rank the accu-
dividuals. Therefore, to account for the effect of the method racies of five methods almost similarly as AIC, as expected
on EE, it is necessary to establish a linear regression equa- (Table 4). At the population level, HR seems to work best at
tion for EE and the method used (e.g., HR, ACC, or EMG) all loads and ACC, at low loads. At all and low loads, we
for each subject at several activity intensities at the first stage can see that the SD of residual in ACC model is larger when
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and the linear mixed model at the second stage. This kind of compared with that in others (Table 6), meaning that pre-
individual calibration will improve EE estimations accounting diction accuracy was not improved much by applying indi-
for individual factors affecting EMG (e.g., walking technique, vidual calibration (Table 4), whereas the prediction with HR
muscle mass, thickness of subcutaneous fat tissue), HR (e.g., and especially with aEMG is improved considerably when
cardiovascular fitness, resting HR, and HRmax), and ACC individual calibration is performed. This is due to the ad-
(e.g., walking technique and body mass). In practice, to vantage of the use of variations in the individual slopes and
perform individual calibration, one needs to establish an regression coefficients when included in the model (Table 6).
equation by measuring EMG and V̇O2 simultaneously, at At low loads, for example, the SD of the random coefficient
minimum, during two different workloads. It has to be noted (u1) for aEMG(H) is larger and the SD of residual (e) is
that this demands quite a bit of additional work and might be smaller when compared with that of ACC. HR has further
inconvenient in some research and applied settings. random constant with quite larger deviation. It is important to

ENERGY EXPENDITURE ESTIMATION IN LOCOMOTION Medicine & Science in Sports & Exercised 1837

Copyright © 2014 by the American College of Sports Medicine. Unauthorized reproduction of this article is prohibited.
note that prediction equations for HR contain a negative In general, EMG measurements can be more prone to
constant that is nonphysiological. Therefore, the prediction measurement errors than many other methods to measure
equation using HR is limited for HR values larger than 44.28 physical activity. EMG measurements become more difficult
for men and 51.40 for women at all loads and for HR values with increasing obesity because EMG signal is attenuated by
larger than 41.94 for men and 47.32 for women at low loads fat tissues between the muscle and the measuring electrodes.
(in the accuracy studies, negative values were included). Note There can also be more subcutaneous tissue movement (e.g.,
that predictions are also affected by the accuracy of the fixed due to impact forces to ground contact) in obese people, and
coefficients (SE in Table 6). Accuracies of the methods at the this might affect the quality of the recorded EMG signal. In
population level can be further improved by calibration of the addition, one of the shortcomings of EMG shorts is that people
methods for a new individual. In this study, the subject group of different sizes naturally need different sizes of shorts.
was intentionally selected to be as heterogeneous as possible In conclusion, this study shows that EMG shorts can be
for wide generalizability of the results. However, validity of used in EE estimations across a wide range of physical ac-
the equations should also be verified in another study with tivity intensities within a heterogeneous subject group.
different subjects. Overall, EMG, HR, and ACC all predicted EE well in level
This study used an unconventional treadmill protocol, loads when individual calibrations were included. At all
which had its shortcomings. Although the test protocol might loads, HR was the best predictor in all methods studied. At
underestimate the V̇O2max values (because local muscle fa- low loads of physical activity in changing terrains, ACC was
tigue might terminate the test prematurely), those were of the best predictor at the population level, but when indi-
secondary importance in this study. In addition, because of vidual calibrations are performed, hamstring muscle EMG
the treadmill protocol used, at the end of the test, some sub- provides more accurate EE estimations than those in ACC.
jects were doing a substantial amount of anaerobic work in-
This study was supported by the Academy of Finland (#128643,
dicated by respiratory quotient values of greater than 1.0 T. F.), Ministry of Education and Culture (42/627/2010, T. F),
(0.93 T 0.10 and 1.04 T 0.13 for men and women, respec- Urheiluopistosäätiö (Finnish Sport Institute Foundation, O. T.), Ellen ja
tively) but this was only at the last load and probably had a Artturi Nyyssösen Säätiö (O. T.), and the University Alliance Finland
project STATCORE (S. K.).
minimal effect on results. On the other hand, this unconven- Myontec Ltd. and Suunto Oy are acknowledged for providing
tional test protocol relates more closely to normal daily lo- equipment and technical support. The authors gratefully acknowl-
comotion because extra stress of locomotion usually comes edge Gauthier Perez, M.Sc., for data collection and analysis, Dr.
Timo Rantalainen for his valuable help in data analysis, and Dr. Neil
from ascent rather than higher speed. Excluded data also Cronin for revision of English language. We would also like to thank
present a limitation to this study. One EMG channel in 33% Prof. Tapio Nummi, Prof. Antti Penttinen, and Dr. Lauri Mehtätalo for
(18/54) of subjects and two channels in 3.7% (2/54) of sub- fruitful discussions and suggestions.
The authors declare no conflict of interest.
jects were excluded from the analysis. In addition, 1.3% of The results of this study do not constitute endorsement by the
data points were excluded from the remaining channels. American College of Sports Medicine.

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