Introduction

Persons with tetraplegia have severe function loss due to the lack of motor control and strength. To overcome these impairments, they often use compensatory strategies to perform activities of daily life (ADL).1 Several instruments are used by clinicians and researchers to quantify and analyze the relations between independence, functional capabilities and strength.2

The ASIA classification is used to perform neurological tests and to determine the motor level through the strength manual muscle test (MMT). To evaluate disability the functional independence measure (FIM) and spinal cord independence measure III (SCIM) are generally used in spinal cord injury (SCI).3 The capabilities of upper extremity (CUE) is a questionnaire specific to measure the upper extremity impairment of individuals with tetraplegia. To analyze the strength deficit, MMT is the measure most utilized for SCI; however, dynamometry has been shown to be more sensitive than MMT.4, 5

Electromyography (EMG) is commonly used to analyze muscle recruitment during several activities.6 There are few studies that used the EMG as a predictor of strength in acute and subacute tetraplegia.7, 8, 9 Therefore, the purpose of the present study was to analyze the correlations between functional tests, strength and EMG of the upper limb of persons with chronic tetraplegia.

Patients and methods

Participants

Twenty-four individuals with tetraplegia (23 males and one female) selected from of the University Hospital were included in this study. The participants presented motor level between C4 and C8, mean (s.d.) age of 34.6 (10.3) years, range from 21–61 years, body mass index of 22.3 (2.94) kg m−2, and chronic traumatic lesion, for mean 7.6 (4.9) years. Inclusion criteria consisted of SCI following traumatic lesion, at least 2 years of SCI, neurological level between C4 and T1 and age over 18 years. Exclusion criteria were as follows: did not have sufficient comprehension to understand the questionnaires, had previous neurological or degenerative disease, upper extremity musculoskeletal disorders and tendon transfers surgery. The study was approved by the local ethics committee.

Procedures

The clinical assessment of level and severity of injury was performed by the same clinician according to ASIA.10 The upper extremity motor score (UEMS) was calculated by summing the C5-T1 muscle groups MMT, at right and left upper extremities. Despite standardized supine position, the test was executed with the subjects sitting on their own wheelchair with trunk or arm stabilization, if necessary. The scores for elbow flexors and extensors of the right arm were used separately for strength analysis.

Functional outcome was performed through the following tools: FIM motor score, SCIM and CUE. The FIM motor score comprehends four domains of ADL, with a total of 13 items scored in a range of one to seven.11 The SCIM has 19 tasks divided in four areas: self-care (scored 0–20), respiration and sphincter management (0–40), mobility in room and toilet (0–10), mobility indoors and outdoors (0–30).12 The CUE is a questionnaire developed to assess upper extremities performance in tetraplegia. The individual assigns a score from one to seven for 32 items.13 All surveys were conducted by the same physiotherapist in a maximum of 23 days of difference between them.

An electronic DFS-100 dynamometer (Shimpo Instruments, Itasca, IL, USA) was adapted to measure maximal isometric strength of elbow flexors and extensors on the right arm. A LabVIEW DAQCard-6024E (National Instruments, Austin, TX, USA) was used for data acquisition using software for dynamometry and EMG synchronism. The subject was sitting in his or her own wheelchair, with the shoulder in a neutral position and the forearm at 90°. For the assessment of elbow flexors, the wrist was positioned in a supine position, and for elbow extensors in neutral position (Figure 1). The participant was instructed to perform a maximal contraction against the dynamometer shaft for 5 s with a rest period of 10 s (n=9). The evaluator stabilized the dynamometer to ensure an isometric test. The mean value of the nine trials was used as the dynamometric data.

Figure 1
figure 1

Dynamometry and EMG assessment of elbow flexors (a) and extensors (b) of the right arm.

EMG was performed in synchronism with dynamometry, using a Noraxon Myosystem 2000 (Noraxon U.S.A. Inc., Scottsdale, AZ, USA), with a CIO PCM-DAS16S/12 single-ended analog-digital converter (ComputerBoards Inc., Middleboro, MA, USA) of 12 bits resolution, data acquisition board of 2000 samples per second, 100 dB of common mode rejection ratio at 60 Hz, differential input impedance of 10 M ohms and input noise voltage of 1 uV root mean square. A 60 Hz notch filter was used with 100th order high-pass and low-pass FIR filters, cut-off frequencies of 20 Hz and 500 Hz, respectively. Bipolar, self adhesive and disposable Ag/AgCl surface electrodes, with an interelectrode distance of 20 mm, were attached after alcohol applied to cleanse skin. Right biceps brachii and lateral head of right triceps brachii were located by palpation and by muscle function test, and the electrodes were attached.14 The reference electrode was positioned on the C7 spinous process.

Data analysis

The myoelectric activity was obtained in root mean square and it was used as the average value of the nine trials. Spearman's rank correlation coefficients (rs) were used to determine the strength of association between UEMS, FIM, SCIM, CUE, MMT, dynamometry and EMG. For the EMG and dynamometric analysis, the participants were divided in high tetraplegia (motor level from C5 to C6, n=8) and low tetraplegia (C7–C8, n=5), and to identify differences in functional tests, the C5 (n=8), C6 (n=6) and C7 (n=4) ASIA motor levels were analyzed, the non-parametric Mann–Whitney's U-test was used. Data were statistically analyzed with Matlab 7.0 (Mathworks, Natick, MA, USA). Significance was fixed at the 0.05. The strength of the relationship was adopted as follows: 0.00–0.25, little if any; 0.26–0.49, low; 0.50–0.69, moderate; 0.70–0.89, high; 0.90–1.00, very high.15

Results

Of the 24 patients analyzed, nine did not undergo the dynamometry and EMG, and other three participants were not interviewed, because they could not attend the evaluation days, which two of them did not perform the MMT.

Demographic and clinical characteristics can be found in Table 1. Only one individual had motor function below the neurological level, with MMT no greater than 3, classified as ASIA C; five patients had different motor levels for right–left sides (C6–C5, C6–C5, C7–T1, C8–T1, T1–C8), and one patient was diagnosed with syringomyelia. The correlations between each variable are presented in Table 2.

Table 1 Demographic and clinical data of subjects (n=24)
Table 2 Spearman correlation coefficients

The tests (FIM, SCIM and CUE) presented high to very high correlation with UEMS, and between themselves. Dynamometry of elbow flexors showed a moderate correlation with the other variables (functional tests, right UEMS, biceps EMG and MMT); furthermore, the elbow extensors dynamometry correlated highly to very highly with functional tests, right UEMS, triceps EMG and MMT. Triceps EMG had moderate correlations with functional tests and high correlation with right UEMS, dynamometry and MMT; however, the biceps EMG only showed significant relationship with the dynamometry.

Differences between the ASIA motor levels are shown in the Figures 2,3,4,5,6. The C5 level showed a significant lower score on all functional tests, compared with the C6 and C7 levels. The triceps EMG and dynamometry were significantly higher on the lower group. Non-significant differences between the groups were seen on biceps EMG and dynamometry.

Figure 2
figure 2

FIM motor scores for C5, C6 and C7 tetraplegia motor levels. *Significant difference between tetraplegia levels (P<0.01).

Figure 3
figure 3

SCIM scores for C5, C6 and C7 tetraplegia motor levels. *Significant difference between tetraplegia levels (P0.01).

Figure 4
figure 4

CUE scores for C5, C6 and C7 tetraplegia motor levels. *Significant difference between tetraplegia levels (P0.02).

Figure 5
figure 5

Biceps and triceps EMG values of the right arm for high (C5–C6) and low (C7–C8) tetraplegia. *Significant difference between tetraplegia levels (P=0.01).

Figure 6
figure 6

Flexors and extensors dynamometry values of the right arm for high (C5–C6) and low (C7–C8) tetraplegia. *Significant difference between tetraplegia levels (P=0.02).

Discussion

The functional tests present great correlation among them and with the UEMS.12, 13, 16, 17 In the present work, those tests were able to detect differences in performance between the tetraplegia motor levels, although among the C6 and C7 levels it was not significant. These findings can indicate that the extensors of the wrist have an important role on motor functional and independence of persons with tetraplegia, also that triceps brachii paralysis does not seem to be a limiting factor to execute ADL, as patients with C6 motor level are used to do external rotation of the shoulder to extend the elbow.1

Muscle strength of the upper limb can be a good predictor of functional capabilities in tetraplegia.16, 18, 19 In this work, elbow extension strength presented a better correlation with functional tests than the elbow flexion. This finding corroborates with previous work that showed a high correlation between SCIM self-care domain and elbow extension MMT, and a low correlation with elbow flexion.18 In contrast, in another study, elbow flexion was related more to FIM motor tasks than elbow extension.19

As expected, a positive correlation between the strength values measured by MMT and dynamometry for elbow flexors and extensors muscle groups was observed. The correlation between dynamometric and MMT strength of elbow extensors was significantly higher than elbow flexors. These could be explained by the limited reliability and responsiveness of MMT grades greater than 3.4 In our sample, 13 participants attended both strength analysis and only three presented MMT grade 3 or less for elbow flexor muscle group, compared with 10 of 13 for elbow extensor.

Despite the international use of MMT for strength measurement, this tool has been reported not to be sufficiently sensitive to assess muscle strength and to have limited accuracy to detect changes. Dynamometry has been demonstrated to be more accurate than MMT5, 6, 20 and was also reported to be a better indicator of self-care independence.21 In this work, only the elbow flexor strength measured by dynamometry related better to the functional tests than MMT. Analysis of a larger sample and strength assessment of several muscular groups with dynamometry and MMT would provide a better understanding of the relationship between different methods of strength assessment and functional tasks for each muscular group.

EMG testing has been used in SCI to analyze muscle activity pattern during ADL.6 To date, we are unaware of EMG analysis in tetraplegia that had compared the muscle activation with functional tests. The present results showed that triceps EMG moderately correlated with functional tests and highly correlated with UEMS; however, biceps EMG did not present a significant correlation with these tests.

The triceps EMG also presented a high correlation with triceps strength measured by MMT and dynamometry, though biceps EMG only correlated with the dynamometric evaluation. In previous works, EMG recruitment has been shown to be an indication of voluntary strength through association with biceps and triceps MMT scores8 and triceps dynamometry.7 However, we should be careful on the interpretation of relationship between EMG and strength considering the intrinsic issues inherent from EMG, as crosstalk and stability of the motor unit activation pattern.22

A potential cause for discrepancy between biceps and triceps EMG correlations could be the major number of participants with triceps brachii paralysis, resulting in a minor variability of the EMG. Other factor that must be considered is spontaneous involuntary EMG, as seen in spasticity, which increases the EMG magnitude.

In conclusion, muscle strength measured with MMT and dynamometry was positively related to functional tests. EMG has been shown to be related to muscle strength in persons with chronic SCI. Triceps EMG was also significantly related to the functional analysis.

EMG appears to be a useful tool and could be used as an indication of function and strength in chronic tetraplegia. More studies are needed to analyze if the EMG and dynamometry are more sensitive to the discrete progress that chronic patients present that could not be observed with other tools.