NR 57 ANT ROP OM OT OR YK A 2012 THE MOVEMENT OF A HUMAN BEING IN THE MEDICAL EXOSKELETON – THE ANTHROPOMOTORIC ASPECTS PORUSZANIE SIĘ CZŁOWIEKA W EGZOSZKIELECIE MEDYCZNYM – ASPEKTY ANTROPOMOTORYCZNE Emilia Mikołajewska*, Dariusz Mikołajewski** ***PhD, Department of Rehabilitation, 10th Military Clinical Hospital with Polyclinic SPS ZOZ in Bydgoszcz, Poland ***MSc, Department of Informatics, Faculty of Physics, Astronomy and Informatics, Nicolaus Copernicus University in Toruń, Poland Key words: rehabilitation, physical therapy, exoskeletons, biomechanics Słowa kluczowe: rehabilitacja, fizjoterapia, egzoszkielety, biomechanika SUMMARY • STRESZCZENIE Exoskeletons are mechanical constructions attached to particular parts of a human body, supporting its movement with the in-built effectors. Exoskeletons are promising solutions as rehabilitation devices and as tools, supporting patients, medical personnel, families and caregivers in everyday life activities. They may be particularly helpful for the people with deficiencies and those who suffer from pathology of the central nervous system (CNS) in result of, for instance, a stroke. The aim is to improve the quality of life of such people by supporting and expanding their motoricity. As for today, the knowledge and understanding in the area of adaptation of a human being to walking and performing everyday life activities in combination with such robots as exoskeletons are limited. This article is aimed at estimating to what extent the possibilities in this field are being exploited. Egzoszkielety są konstrukcjami mechanicznymi mocowanymi do poszczególnych części ciała człowieka, wspomagającymi jego ruch za pomocą wbudowanych efektorów. Egzoszkielety stanowią obiecujące rozwiązania zarówno jako urządzenia rehabilitacyjne, jak i wspierające pacjentów, personel medyczny, rodziny lub opiekunów w czynnościach codziennego życia. Mogą być szczególnie pomocne u osób z osłabieniami oraz cierpiących z powodu patologii ośrodkowego układu nerwowego, spowodowanych np. udarem. Celem ich funkcjonowania jest poprawa jakości życia tych osób przez wsparcie i rozszerzenie ich zdolności motorycznych. Aktualny stan wiedzy oraz zrozumienie zagadnienia adaptacji człowieka do chodzenia i wykonywania czynności życia codziennego we współdziałaniu z takimi robotami, jak egzoszkielet, są mocno ograniczone. Artykuł jest próbą oceny, w jakim stopniu wykorzystuje się dziś możliwości w tej dziedzinie biomechaniki. Introduction The medical exoskeleton, defined as a power suit at tached to particular points of the user’s body, allowing him to expand his strength and motor capabilities (in cluding the lost or limited ones) constitutes a promis ing solution in the field of medical robotics (including rehabilitation robotics) for the people with deficits of the central nervous system or with the weakened muscle power. The exoskeleton is an excellent solution for the disabled, seriously ill and elderly people not only in the area of their mobility (replacing wheelchair and expand – 115 – Emilia Mikołajewska, Dariusz Mikołajewski ing its capabilities) but also as a rehabilitation device interacting with the user all day long in the course of the standard exploitation of the device. Therefore, the im portant element is the analysis of the exoskeleton and the interaction between a human being and a machine both on the bio-cybernetic and biomechanical levels, which overlap here. It seems particularly significant also from the viewpoint of introducing the steering of exoskeletons with brain-computer interface (BCI). One of the research projects conducted nowadays in this area is MindWalker [2, 3]. In the market, there are al ready first two commercial medical exoskeletons: HAL5 and ReWalk (versions B1/B2); and the consecutive one – eLegs – is to be available in the middle of 2012 [4, 5]. In the course of clinical trials and the development of knowledge on the exoskeletons, the dynamic growth of their clinical applications is predicted. Two main basic groups of the applications of the exoskeletons are being under consideration here: • r e h a b i l i t a t i v e m o d e – the use of the exoskel eton in case of severely ill people, the disabled and the aged as an ultra modern equivalent of a com bination of today’s wheelchair with a rehabilitation robot, and the tele-medical system (for instance, tele-supervision); the aim of using the exoskeleton may be here of a dualistic nature: providing the con stant support of everyday life activities and mobil ity by replacing, strengthening and supplementing the particular functions’ parameter or else – when the exoskeleton is used temporarily – training the above-mentioned functions (e.g. while gradually re ducing the support), so that – when the using of the exoskeleton has been completed – those functions are performed by a patient in an improved way; • a s s i s t i v e m o d e – the use of the exoskeleton as a supporting device for medical personnel and caregivers of the severely ill people, the disabled and the aged, particularly in case of the activities requiring a great physical effort: the change of a po sition, moving over, assuming the upright position or reeducation of walking, bathing etc. [6, 7, 8, 9, 10]. Scientific research on exoskeletons focuses primar ily on the understanding of biomechanics, nervous con trol, and energetic cost of the movement of a human being in the exoskeleton and without it. It may supple The Alternative for a Wheelchair: The two-limb alternative (the exoskeletons only for lower limbs) The four-limb alternative (the exoskeletons for both lower and upper limbs) Supporting many everyday life activities Necessity to develop safety and emergency systems Reducing energy cost of a movement (e.g. in case of enfeeblement) Possibility of compensation (also temporary) of the OUN deficits Complex procedure of the user’s adaptation and training Advantages Disadvantages Adjusting the steering to the kind and level of a deficit The possibility of steering with the help of the brain-computer interface (e.g. the MindWalker project) Individual choice Not fully examined long-term effects of the exploitation Exoskeleton is a mobile rehabilitation device and a platform for telemedical equipment Figure 1. Advantages and disadvantages of using exoskeletons in rehabilitation – 116 – The movement of a human being in the medical exoskeleton – the anthropomotoric aspects ment the knowledge and experience already acquired in this area through, among others, reeducation of the function (walking, the function of upper limbs) lost in the result of neurological deficits in the course of rehabilita tion and neurological physiotherapy, through the impact of repetitive exercises on the effectiveness, through the speed of the return of the above-mentioned function, or through the use of the rehabilitation robots. Steering of the exoskeleton From cybernetic viewpoint, the healthy people while attempting to make a movement – depending on the intention to make a movement and the conditions of the environment – modulate the patterns of the activation of muscles. Various functional tasks require develop ment of a set of various patterns, including the sequen Number of articles 625 tial activation of particular patterns, and stepping up the power of muscles and its direction. Some disabled people (e.g. in result of a stroke or damage of the spi nal cord) have limited capabilities in this area or even their total absence, as far as particular muscles are concerned. It is most often caused by the damage of the nervous system in the way that prevents the patient from conducting the above-mentioned modulations in a controlled way. Exoskeletons are being equipped with an inter face of the user, in traditional understanding of that concept, although exoskeletons ReWalk, eLegs and HULC possess partial interfaces for the choice of the work module. The user is steering the exoskeletons in the process of an interaction between a human being and a machine, cooperating with the exoskeleton via human-machine interface. HMI interface, working in Comparison of the frequency of the phrases’ appearances 76 50 23 exoskeleton 7 robotic robotic robotic robotic exoskeleton exoskeleton + exoskeleton exoskeleton biomechanics + + rehabilitation physical therapy Figure 2. Results of investigation of the PubMed database (U.S. National Library of Medicine) [11] – 117 – name of the phrase Emilia Mikołajewska, Dariusz Mikołajewski real time on neuro-muscle level, may lead to intuitive steering of the exoskeleton and the user’s full integra tion with it. The user perceives the exoskeleton then, as an extension (expanding the capabilities) of his own body [12]. In the simplest sense of the term, the full cycle of the steering of the exoskeleton covers the following stages realized in the real time: • reading from sensors the intention of the user to make a movement, • interpretation of that intention while taking into ac count the up-to-date behavior and the programmed patterns of movement, • interaction of the exoskeleton movement with the user’s movement while simultaneously strengthen ing the power, reducing the support or even replac ing the deficient part of the user’s body (according to needs), • analysis of the final position, and launching the suc cessive cycle [6, 7, 8]. The proper realization of the above-mentioned al gorithm is being fulfilled by the subordinated detailed functioning of the whole (most often doubled) exoskel eton steering system. It ensures at the same time: • maintenance of the movement and particular po sitions within the frames of natural patterns or the patterns close to natural for a particular user – the most interesting aspect from biomechanical point of view, • comfortable and bearable use of the exoskeleton in a long period of exploitation, at altered effort, and multiple repetitions [8]. Human-machine interaction Below a description of the chosen solutions to the area of human-machine interaction used in the contempo rary exoskeletons is placed. Myoprocessors [12] are realized in the course of HMI computationally as the real time models of all the muscles covered by support. These models, work ing in combination with the functioning muscle, allow conducting the anticipatory identification of which of the muscles – and in what way – will be successively activated. By that means, one can – on the basis of ki nematics of the joints and levels of the activation on the neuronal level – anticipate, for instance, the moments in joints. It is also possible, due to the fact that each user has at his disposal the source of natural move ment patterns, either fairly limited or relatively close to the natural. The set is also learning in the process of adjusting the exoskeleton to the user’s needs and in the process of its entire exploitation. These patterns enable creating the internal database for the needs of HMI, which allow the calculation, for example of the ini tial stages of each movement and the assessment and eventual correction of the supporting of the movement by the exoskeleton. These procedures are quite com plicated and they require the involvement of artificial intelligence (for instance GA – genetic algorithms, and such complex muscle models as Hill phenomenological muscle model). The recent studies have indicated high effectiveness of that kind of solutions, as sufficient tools for practical use [12]. For the time being, the most common type of con trol is steering of the exoskeleton with simultaneous ap plication of all solutions or the ones chosen from the following solutions: • electro-myographic sensors, • gyroscopic sensors of the position, • sensors of the power of pressure on the founda tion, • sensors of acceleration, • sensors of the angles of bending the joints of limbs, • ultimately (during the research): brain-computer in terface and steering of the exoskeleton as the com prehensive and advanced neuroprosthetics [1, 2, 3, 13]. Conducting electromyography [14] is commonly used, due to the fact that EMG signals reflect directly the intention of the user to make a movement. Various solutions are examined in this respect: • the exoskeletons for lower limbs with various levels of the freedom of movement (from level one up wards) in the knee joint, less frequently also in the ankle joint (although it is very important for the prop er walk) – mostly used for supporting the movement of the disabled people, • the exoskeletons for lower limbs ankle-knee-hip with the artificial (according to needs) substitutes of all important muscles – mostly used for re-educa tion of walk, including the patients with hemiplegia with the regulated relieve of both the paralyzed and the healthy sides, • the exoskeletons supporting also the movement of the upper limbs: the movement of an arm and the movement in the elbow joint, less frequently in the – 118 – The movement of a human being in the medical exoskeleton – the anthropomotoric aspects wrist joint – used mostly to support the movement of the disabled people, • the advanced exoskeletons equipped with the sup port of a palm, including 16 joints – four for each finger – used in the reeducation of the everyday activities, also after surgeries. In steering the exoskeletons, particularly the pro totype ones [15], the steering devices equipped with neuro-fuzzy controllers can be helpful since their easy adaptation to the EMG signals of the user [14, 15]. Optimizing the power [16] is still a matter of interest since the values obtained from experimental research, however useful, require additional modeling. A very pre cise reflection of the natural power is not necessary here but its optimization in the given application is important. It concerns all the muscles and functions, walking includ ed. To calculate the optimal powers in the real time, one needs to follow quite complicated operational mathema tical procedures, often solving the problem of numerous contradictions and inter-relations with the simultaneous movement of other muscles. One of the methods allow ing the assessment of the muscle power on the basis of the EMG signal analysis, the Bogey’s and co-workers’ method [17] is often used in different variants. The presupposition of involuntary reduction in hu man strength in the human-machine interface [18] is reflected in the hypothesis formulated by Lewis and Ferris that users cooperating in the human-machine interface involuntarily lower the power of muscles and the moments in joints, which influences the resultant moments of the user-exoskeleton interface. In effect, these values may differ from the natural ones achieved by the same human being. As for today, the research in this field is being conducted and the initial results do not confirm the above hypothesis, however, the effective implementation of commercial exoskeletons requires full explanation of that problem. The improvement of the exoskeletons’ inertia [19] as one of the means aimed at providing the exoskeleton movements with the agility natural for a human being, particularly in the area of the upper limbs movements, has caught the researchers’ attention. It is believed that the exoskeleton numbness disturbs naturalness (also lowering the natural frequency) of the exoskeleton movements of the human-user. Particular role may be played here by great accelerations given to some ele ments of the exoskeleton, among others, in the substi tutes of the hip and knee joints which can sometimes cause the so called jerky movements of the exoskeleton while attempting a quick acceleration of a walk by the user. Hence, the attempts to create the compensation algorithms in that area are in interest [19]. Proportional myoelectric control [20] intensifies the process of the user’s adaptation, both the one with deficits, and the healthy one to steer the exoskeleton also in case of the necessity to reduce and to diminish the energy consumption. It is what makes the above method the leading one in the market. In this method, the value of powers of the particular muscles is pro portional to the amplitudes of the equivalent EMG sig nals. It should be noted that EMG signals have to be processed here in the real time. It is suspected that the precision of movements in this method may not be an effect of a certain specific action of the descending stimuli but may rather depend on the long-lasting exer cises, proprioceptive feedback or mechanics of joints (e.g. the movement in the elbow may be less precise since the associated movement in the wrist will expand it) [20, 21, 22]. The control of an individual muscle [23] is realized mainly by the “individual muscle-force control” sup ported by the exoskeleton which allows obtaining much broader spectrum of data than with the help of such conventional methods as gripping or pushing the han dles. In the controlling of groups of muscles, there may arise problems with coordination of the movements of the synergistic muscles both in case of the healthy people and the people with movement deficits in that sphere. Although in exoskeletons the issue of the arti ficial “muscles” construction as such is of a secondary importance, the choice of the appropriate pneumatic or hydraulic elements as well as electric actuator may sig nificantly influence the algorithms of steering itself and the construction of the steering system, e.g. in the field of the energetic optimization or using the numbness of the limbs movement. In accordance with all above-mentioned, two cru cial problems should be taken under consideration: 1. Education and coordination of the user-exoskeleton interaction in the situation of a temporary using of the exoskeleton (e.g. for the time of convalescence in case of weakening of the user, and also while us ing the exoskeleton as the support of the weakened muscles with its gradual reduction) as well as the estimation of the influence of the exoskeleton’s pe riod of exploitation upon the possibility of returning to the natural (self-reliant) patterns of movement. 2. Not sufficiently examined effects of a long-time stay in the exoskeleton in case of using it as an alterna – 119 – Emilia Mikołajewska, Dariusz Mikołajewski tive for a wheelchair (i.e. even 11–14 hours a day) resulting primarily from: • enforced repetition of the movement patterns, • the lack of natural reflexes implemented in the exoskeleton software, • the effect close to the human being lost in vir tual reality: will the too profound trust in the ma chine not make the user too much dependent on the machine, hampering or even preventing him from functioning without it? Nowadays, for instance, the stabilization of the balance of the human-exoskeleton set is entrusted to a human being, since the proper automatic realization of that function is complicated. On the other hand, it is not known whether, for example, the auto mation of keeping the balance by the exoskel eton will not contribute to the weakening of this function in the exoskeleton’s user. Moreover, the significant part of the research is con ducted on the population of the healthy people, also in the area of a possible influence of the exoskeleton upon the changes in the movement patterns. It is caused, in ter alia, by the fact that the origins of the research upon exoskeletons were of a military nature, focusing on the use of exoskeletons for expanding the endurance and lifting the capacity of individual soldiers. Additionally, in case of research on people with deficiencies, there is a whole range of types and levels of deficits, to which the tested exoskeleton would have to be individually adjusted. Also the research is being conducted on the development of the reliable indicators in the area of compliance of the cooperation of the exoskeleton set with the elements of limbs while making a movement, both in the form of a simple 3D analysis of the move ment and the coordination, speed and chronology of the rotation in the joints for whole limbs. One of the pos sible solutions is the registration and the measuring of the position of a limb and the forces while making the specific movement [24]. That research is particularly important also for further development of the stationary rehabilitation robots. An interesting solution for getting rid of some of those problems is an attempt to develop HAL exoskeleton for one leg (hemiplegic) – particularly for patients with hemiplegics [25]. Conclusions In the coming years, one can expect the results of the European clinical trials on the use of the HAL 5 exoskel etons in rehabilitation, launched in 2010 in (among oth ers) Odense University Hospital in Denmark [26]). Apart from the progress in therapy, particularly of neurologi cal disorders, the research may bring the improvement in understanding of physiology, biomechanics, nervous control and the energetic cost of the human movement both in case of the healthy people, and the ones with deficits. 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