1. Introduction
According to statistics from the National Emergency Rescue Center of China, approximately 88,000 emergency rescue personnel are currently employed in the mining and hazardous chemical sectors, where they play a critical role in safeguarding public health and property [
1]. Rescuers are required to carry heavy equipment for prolonged periods during both routine training and operational missions. This sustained physical burden substantially elevates the risk of injuries to the back, waist, and shoulders. Consequently, musculoskeletal disorders have emerged as a significant occupational health and safety concern among rescuers and related personnel [
2,
3].
Prolonged load-bearing tasks are a primary cause of muscle fatigue, which is commonly defined as an exercise-induced decline in the capacity to generate force [
4]. Multiple factors influence the development of physical fatigue during load-bearing activities. Existing studies have documented the biomechanics associated with different load distributions, such as symmetric and asymmetric carrying [
5,
6,
7]. The effects of terrain on postural stability have also been analyzed [
8,
9,
10]. However, previous research has often overlooked the effects of load type and road slope on fatigue accumulation and the assessment of emergency rescuers.
Physical fatigue can be assessed using various approaches, including subjective scale-based methods, bio-signal measurement methods, image recognition methods, and modeling-based methods [
11]. Muscle fatigue is typically assessed through electromyography (EMG), with non-invasive surface EMG signals widely regarded as an objective indicator of muscular fatigue. Numerous studies have employed the median frequency (MF) of EMG signals as a key parameter [
12,
13,
14,
15]. Beyond spectral features, signal complexity metrics, such as those derived from recurrence plots, entropy measures, or fractal analysis, have also been shown to indicate muscle fatigue [
16,
17,
18,
19]. In addition, a variety of classification algorithms have been employed to distinguish fatigued from non-fatigued muscle states, including random forests, support vector machines, naïve Bayes classifiers, and convolutional neural networks [
20,
21,
22]. EMG-based fatigue monitoring has been applied in occupational and clinical contexts such as construction work, surgical operations, and manual handling of heavy loads [
23,
24,
25]. However, EMG measurement requires electrodes to be placed directly on the skin over the target muscle group, which may compromise operator comfort and limit its suitability for long-term monitoring of physical fatigue in practical environments.
In complex occupational environments, one of the most occurred progressions from fatigue to safety risk can often be conceptualized as: physical fatigue causes cognitive failure and further leads to risk-related outcomes [
26]. Physical fatigue impairs workers’ capacity to observe and accurately interpret environmental cues, thereby increasing susceptibility to accidents [
27]. In addition to muscle fatigue assessment, recent research has increasingly employed electroencephalography (EEG), eye-tracking, and electrocardiography (ECG) to detect both mental and physical fatigue in safety-critical contexts [
28,
29,
30]. For instance, eye movements such as saccades, blinks, and pupil size have been correlated with prolonged mental fatigue in driving tasks [
31]. Similarly, Stasia et al. [
32] demonstrated that peak saccadic velocity serves as a sensitive indicator of mental fatigue. In another domain, the fatigue and wakefulness states of tower crane drivers can be derived by using the combinations of EEG measures and the Karolinska Sleepiness Scale (KSS). When integrated with a multi-scale attention convolutional neural network, classification accuracy reached 98.7% across ten participants [
33]. Physiological signals such as ECG and photoplethysmography (PPG) have also been utilized to assess fatigue, with heart rate variability (HRV) identified as a particularly robust indicator [
34,
35,
36,
37,
38]. Across the literature, findings consistently show that reliance on a single physiological indicator is vulnerable to factors such as environmental conditions, the operators’ emotional state, and task demands. In contrast, multidimensional measurement approaches, integrating multiple physiological signals, have achieved fatigue detection accuracies exceeding 94%, highlighting their superior robustness for fatigue monitoring and risk prevention [
38].
Despite extensive research on fatigue detection, relatively few studies have examined the detection of workers’ physical fatigue through eye movement parameters. Compared to electromyography (EMG), eye movement signals provide a non-contact and less intrusive measurement approach. In earlier years, eye gaze parameters were used to assess attention allocation and cognitive fatigue [
39,
40]. Recently, eye-tracking technology has been widely used in safety-related research issues, including hazard detection [
28,
41,
42], visual attention [
43,
44], and cognitive load assessment [
45,
46,
47]. However, validity and applicability of eye movement signals for detecting physical fatigue remain to be systematically verified.
In this study, a simulated task of prolonged load-bearing walking was conducted to replicate the physical demands of emergency rescue personnel. During the experiment, participants’ eye movement signals were recorded in parallel with electromyographic data and subjective self-assessments, enabling an integrated analysis of fatigue-related changes. This study aims to investigate the assessment of physical fatigue under different loading types and road slope conditions using EMG and eye movement metrics, with a particular focus on the integration of eye movement measures. Three research questions are addressed:
- RQ1:
Do loading type and road slope significantly influence EMG activity, eye movement metrics, and perceptual responses? If so, how? Accordingly, three hypotheses are proposed:
H1(a,b). (a) Loading type and (b) road slope significantly influence surface EMG signals.
H2(a,b). (a) Loading type and (b) road slope significantly influence eye movement metrics.
H3(a,b). (a) Loading type and (b) road slope significantly influence perceptual metrics.
- RQ2:
Do eye movement metrics have the potential to reflect physical fatigue? Specifically, three hypotheses are proposed:
H4. Eye movement metrics exhibit significant changes across three phases defined by perceptual fatigue.
H5. Eye movement metrics are significantly correlated with perceptual fatigue levels across the entire load-bearing walking process.
H6. Changes in eye movement metrics are significantly correlated with changes in EMG activity and overall physical fatigue.
- RQ3:
How can eye movement metrics contribute to the assessment of physical fatigue under different loading types and road slope conditions when combined with electromyographic measures?
The contributions of this study are three-fold: (1) understanding how loading types and road slopes affect people’s EMG, eye movement, and subjective measures; (2) advancing the theoretical understanding of fatigue by revealing the potential of eye movement signals as non-invasive indicators when combined with EMG measures; and (3) offering practical insights for developing multidimensional fatigue monitoring models to improve safety and performance in load-bearing work environments.
2. Material and Methods
2.1. Participants
The aim of this experiment was to simulate the long-term, load-bearing walking procedure of workers in deep mines or emergency rescue teams. A total of 18 healthy male participants with no musculoskeletal diseases voluntarily participated in this study, ensuring a comparable baseline health status. All participants had their body fat percentage measured using an MA8000 body composition analyzer (Charder Electronic Co., Ltd., Taiwan, China) to exclude individuals with obesity and ensure comparable anthropometric characteristics across the sample. It should be noted that all participants were required to wear eye-tracking glasses during the experiment, thus ensuring that all participants had normal vision and were corrected to normal vision. Furthermore, the participants had no current use of prescription medications, habitual alcohol or tobacco consumption, or other detrimental habits. In this study, all participants were “no habitual alcohol consumers”, which was defined as (1) no clinical history of alcohol dependence and (2) an alcohol intake frequency of less than twice a week with no more than 2 standard drinks per occasion. Demographic information of the participants is listed as following: 22.37 ± 1.79 years old, 177 ± 4.55 cm, 69.02 ± 6.85 kg, 21.93 ± 1.43 kg/m2, and body fat percentage 17.32 ± 4.95%.
We adopted G*Power 3.1 tool to ensure that our sample size is adequate for the statistical methods applied in this study. According to the calculation, a sample size of 15 participants was required to achieve an effect size of 1, with a significance level of 0.05 and a statistical power of 0.80. Therefore, a sample size of 18 participants was sufficient for our experiment.
2.2. Experiment Design
The present study evaluated the development of muscle fatigue during constant load-walking exercises. Previous research has found that male adults, lacking training, should refrain from carrying materials weighing in excess of 15% of their body weight over extended periods [
48,
49]. In this study, the weighing was set at 10.0 kg with the objective of guaranteeing the safety of the participants. The experiment consisted of a series of independent trails to investigate how combinations of load type and road slope could induce fatigue. Four loading types were tested in this study, including single-sided loading (Type A), cross-body loading (Type B), high-position bilateral shoulder loading (Type C), and low-position bilateral shoulder loading (Type D); see
Figure 1. The road slope was configured to represent three distinct conditions: uphill, downhill, and flat. The incline of each condition was set at an angle of 10°. Overall, a 4 (loading type) × 3 (road slope) study was conducted; see
Table 1. The dependent variables measured in this study were electromyography signals, subjective fatigue evaluation, and eye-tracking parameters.
To minimize the influence of sunlight and ambient illumination, curtains were drawn throughout the experiment. The room was lit by two LED panel lights with a total illuminance of 350 lumens, positioned on the ceiling behind the participant’s head, ensuring a uniform visual field. Participants faced a white wall, providing a consistent background across all walking conditions.
2.3. Equipment
Surface electromyogram (EMG) signals were measured and collected by three pairs of disposable electrodes (Ag/AgCl, size: 50 mm diameter, Shanghai Shenfeng Co., Shanghai, China) and Noraxon’s Ultium EMS sensor system (Noraxon USA, Inc., Scottsdale, Arizona, USA), which provided a non-invasive measurement of muscles [
50]; see
Figure 2a. The recorded signals are sampled to 1000 samples per second. Furthermore, the Tobii Pro Glass 2 [
51] was used to effectively measure and record the participants’ eye movement behaviors during the experiment; see
Figure 2b. Tobii Pro Glass 2 utilized a sampling frequency of 100 Hz, incorporating a range of eye movement tracking functions. These functions encompassed the corneal reflex, binocular acquisition, and dark pupil tracking, enabling the identification of various eye movement behaviors, such as fixation, saccades, and blinks.
2.4. Dependent Variables
2.4.1. Surface EMG Measurement
The muscle fatigue of upper limb during load-bearing walking procedure was measured by surface EMG signals. Three pairs of electrodes were placed on the shoulder, back, and waist, respectively, as shown in
Figure 3, recording the activities of the upper trapezius muscle, lower trapezium muscle, and latissimus dorsi.
To eliminate the impact of motion artifacts and respiration, wavelet threshold denoising (WTD) was adopted to process the EMG signal quickly. The WTD method has been demonstrated to be capable of preserving the nuances of biomedical signals whilst simultaneously attenuating extraneous noise, a feat accomplished by leveraging its multi-scale and multi-resolution characteristics [
52]. Suppose Equation (1) represents a simple model of the EMG signal, where
and
denote sEMG signals and White Gaussian Noise
, respectively.
The Daubechies 2 (db2) mother wavelet was selected for decomposition because its morphological structure closely resembles the typical shape of Motor Unit Action Potentials. The signal was decomposed to the 4th level, which effectively isolates the dominant frequency band of muscle activation (20–500 Hz) from high-frequency noise and low-frequency artifacts. Log Scale Modified Universal (LSMU) was adopted as the threshold
estimation method.
where
is the length in samples of time-domain signal and
is standard deviation at scale
(1–4).
Then, high-frequency detail coefficient
could be calculated as shown in Equation (3).
where
is the high pass filter,
.
After threshold values are determined, signal reconstruction can be performed using soft transformation.
Following preprocessing, the integrated electromyography (iEMG) was computed from the rectified signal using MATLAB R2022a for subsequent analysis.
where
is the reconstructed signal in microvolts (μV),
is the time window of 60 s.
2.4.2. Subjective Fatigue Evaluation
Participants performed subjective evaluations of overall and localized fatigue. An adapted version of a fatigue questionnaire for construction workers [
53] was used to assess overall fatigue based on a 5-point scale, as shown in
Appendix A. Localized muscular fatigue was assessed using a Visual Analog Scale, as shown in
Figure 4. The scale consisted of a 100 mm horizontal line, with one end representing “no pain” and the other representing “worst pain”. Participants marked their perceived pain level on the line. During the experiment, they reported shoulder, back, and waist fatigue at five-minute intervals.
2.4.3. Eye Metrics
Four eye movement metrics were recorded in this study: saccade times (ST), saccade speed (SS), saccade amplitude (SA), and pupil diameter (PD). A saccade is a rapid eye movement that shifts fixation to reposition the fovea for visual information acquisition. ST denotes the number of fixation shifts within a given period. SS represents the angular velocity of a saccadic movement (°/s), and SA refers to the angular displacement from the onset to the end of a saccade (°). PD represents the pupil size (mm), which controls retinal light intake and is sensitive to cognitive load and attentional effort. It is affected by illumination and is widely used as a psychophysiological indicator of neural activity [
54].
To quantify changes in eye movement characteristics during load-walking, the average values of eye movement parameters during 60 s before and after the experiment were used as the baseline. The rate of change in eye movement parameters was calculated using Equation (6).
where
denotes the experimental time point in minutes.
denotes any eye movement metric, including ST, SS, SA, and PD.
is the baseline value of the eye metric,
represents the same parameters at time
.
To avoid interference from gaze fluctuations during subjective fatigue assessments, eye movement data from one minute before and after each self-rating were excluded. Only the three-minute interval between consecutive assessments was analyzed.
2.5. Experimental Procedure
All participants completed one experimental session comprising 12 trials. Tests were conducted between 14:00 and 16:00 in March 2024. Participants were instructed to consume a standardized meal 2 h before the experiment and to arrive fully hydrated. During the experiment, water was provided during rest intervals to prevent dehydration. Participants were instructed to avoid strenuous exercise and to strictly abstain from alcohol, caffeine, and performance-enhancing supplements for at least 24 h prior to the experiment.
An overview of the experimental procedure is shown in
Figure 5. To avoid cumulative fatigue, all sessions were completed within seven days, with one rest day between the test days and a 30 min break between the trials. The laboratory environment was controlled at 23 °C and 50% relative humidity, and all experimental instructions were given in advance. Surface EMG electrodes were applied to the participants, and eye-tracking calibration was completed prior to testing. Each trial consisted of 20 min of load-bearing walking, during which subjective fatigue was quickly assessed every five minutes while EMG signals and eye movement data were continuously recorded.
2.6. Statistical Analysis
Statistical analyses were performed using SPSS 27.0. As the samples met the assumptions of normality and homogeneity of variance across groups, analysis of variance (ANOVA) was applied. When significant differences were identified, the Bonferroni post hoc test was conducted to determine pairwise group differences. The level of statistical significance was set at α < 0.05. Pearson correlation analysis was conducted to evaluate the linear relationships among parameters. For each correlation, both the correlation coefficient () and its statistical significance were reported. Subsequently, multiple quadratic regression analyses were performed to model the association between subjective fatigue and objective parameters. Only predictors with statistical significance (p < 0.05) were retained in the final regression models.
4. Discussion
In this study, we empirically investigated changes on SEM, eye movement, and perceptual metrics during load-bearing walking, with a focus on eye movement parameters. Four loading types and three road slope conditions were tested to simulate the operational tasks of emergency rescuers. The results indicate that eye movement metrics, including saccade parameters and pupil diameter, can serve as non-invasive indicators for revealing physical fatigue when combined with EMG metrics.
4.1. Effect of Loading Type on Electromyography Signals
Our experiment showed that single-sided loading induced greater muscle fatigue in the contralateral waist, whereas cross-body loading primarily stimulated muscle fatigue in the ipsilateral waist. These findings are consistent with the asymmetrical EMG activity reported in previous studies [
5,
6]. A possible explanation is that the waist muscles play a critical role in providing the counterbalancing moments necessary to maintain an upright posture during load-bearing walking [
7]. The results also indicate that a symmetrical backpack configuration provided greater stability and results in lower regional discomfort. In addition, EMG activity in the upper trapezius muscles was higher under high-position shoulder loading compared to low-position loading. This increase may be attributed to compensatory activation of the trapezius muscles. To maintain walking stability under higher load placement, such compensatory activation leads to elevated EMG levels in the trapezius, as also reported in previous studies [
56,
57].
4.2. Effect of Road Slope on Muscle Activation Patterns
Our experiment revealed that uphill conditions led to greater waist muscle activity compared with downhill conditions. This can be explained by a backward shift in the combined center of gravity of the trunk and backpack, which induces a compensatory forward trunk lean [
10]. As a result of this counterbalancing mechanism during uphill walking, waist muscle activity is reduced under downhill conditions [
8]. During downhill walking, backward movements of the trunk are required to shift the center of mass posteriorly, thereby reducing the forward momentum induced by gravity [
9].
4.3. Changes in Pupil Diameter During Load-Bearing Walking
In current study, we found that pupil diameter initially fluctuates and continuously increases during the execution of the load-bearing walking. The similar trend has been confirmed in previous studies [
58,
59]. It may be explained by that pupil size reflects the level of effort invested in a task, whether physical or mental in nature [
60]. However, the opposite patterns were found in other studies [
61,
62], in which pupil diameter decreased when participants engaged in tasks requiring sitting or standing. This discrepancy may stem from differences in task characteristics and experimental conditions [
62]. The size of the pupil is jointly regulated by the sympathetic nerve and the parasympathetic nerve of the autonomic nervous system. Various tasks and experiment durations have different impacts on these two pathways [
63,
64]. We also identified that the pupil diameter is relatively larger when subjects walked on the inclined surfaces rather than flat surfaces. This may be explained by the combined contributions of the visual and vestibular systems to postural orientation and balance during inclined walking [
65].
4.4. Saccade Metrics as Fatigue Indicators During Load-Bearing Walking
Our observations also showed that the rates of change in saccade speed (SS) and saccade amplitude (SA) exhibited a progressive decline over time, whereas saccade time (ST) followed a fluctuation–decline–rise pattern. These findings are consistent with previous studies on mental fatigue [
66,
67,
68], suggesting a shared neural substrate underlying both mental and physical exhaustion. Saccade generation is primarily controlled by the superior colliculus and brainstem [
69]. Lesions in omnipause neurons have been associated with reductions in saccade velocity, resembling the effects observed under fatigue conditions [
70]. Overall, our findings challenge the traditional dichotomy between physical and mental fatigue by demonstrating that load-bearing walking imposes a substantial neural cost, manifested as a progressive decline in saccade-related metrics.
4.5. Multidimensional Fatigue Evaluation
Current approaches to fatigue assessment typically rely on multi-parameter models incorporating EEG, ECG, PPG, and EOG signals [
28,
29,
30,
34,
35,
36,
37,
38,
71]. A critical gap remains in the application of oculomotor metrics for detecting physical fatigue, particularly in dynamic load-bearing scenarios where several sensors are impractical due to motion artifacts and discomfort. To bridge this gap, our study established a multilateral regression model integrating eye-tracking metrics and EMG signals. This integration is significant for two reasons. First, while EMG captures peripheral muscle failure, eye metrics provide a unique lens into the participant’s perceived effort. Second, the high correlation coefficients demonstrate that eye-tracking parameters are robust predictors of physical fatigue.
4.6. Limitation and Future Work
First, it is important to acknowledge that the current experiment did not distinguish physical fatigue versus central cognitive fatigue on eye movement parameters. Instead, the variations in pupil diameter and saccade metrics reported should be interpreted as a reflection of the systemic load, a composite of the physiological and cognitive demands imposed on the nervous system during load-bearing walking. Second, we recognized that the 100 Hz sampling rate of the eye-tracking glasses, while validated for analyzing macro-temporal trends in fatigue development, fell below the gold standard for micro-saccadic analysis. Future investigations aiming to characterize subtle kinematic features should employ tracking devices with higher sampling frequencies.
Regarding future work, to enhance the validity of our findings, future work could focus on three areas. First, testing duration will be expanded to better simulate the prolonged intensity of emergency rescue missions. Second, the participant pool will be diversified to include field personnel, bridging the gap between laboratory data and real-world application. Third, higher-dimensional eye-tracking features, multi-site EMG data, and facial feature recognition will be integrated to construct a more robust, multi-feature fatigue monitoring framework, improving safety and performance in load-bearing environments.