1. Introduction
Voluntary activation assessment is a neurophysiological proxy for the percentage of muscle that can be recruited and activated by the motor nervous system during a maximal contraction [
1]. The interpolated twitch technique is a common method for assessing voluntary activation; however, other methods such as the central activation ratio exist [
2,
3]. The interpolated twitch technique is typically considered the most accurate method to quantify voluntary activation, as it is more sensitive in detecting small increases in force from the stimulation [
4]. It involves supramaximal nerve stimulation applied at the peak of a maximal muscle contraction, typically isometric, followed by a potentiated resting twitch at the same intensity [
3]. A lower level of neural drive represents a larger superimposed twitch, indicating there is a larger proportion of motor units not being voluntarily activated by the nervous system during maximal voluntary muscle activation [
1]. The amplitude of the superimposed twitch is not only influenced by the proportion of motor units voluntarily activated by the nervous system but also by the firing frequency [
5].
The soleus and gastrocnemius are the primary ankle plantar flexors [
6]. These muscles contribute to vertical and horizontal forces during walking and running [
7,
8]. They also contribute greatly to sport-specific movements such as acceleration and deceleration, hopping, jumping and change in direction [
9,
10,
11]. Acute (e.g., calf muscle strain) and gradual (e.g., Achilles tendinopathy) onset injuries often occur during such activities [
12]. The ability of the plantar flexors to meet these demands is dependent on determinants of force production, which includes maximal descending motor drive (i.e., voluntary activation). A systematic review with meta-analyses of ankle plantar flexor voluntary activation identified a normative value of ~91% (95% confidence interval: 90% to 93%) in healthy populations [
13]. However, there are few published studies in pathological populations, and most studies have relatively small sample sizes [
13]. Given the voluntary activation impairments observed in common pathological conditions such as osteoarthritis and anterior cruciate ligament injury [
14,
15,
16], it is essential that reliable testing methods for assessing plantar flexor injuries are available.
Plantar flexor voluntary activation is commonly measured in a laboratory, with force quantified using an isokinetic dynamometer [
13]. This approach may be a barrier to clinical testing in practical settings due to the high cost and lack of portability of equipment [
17]. Furthermore, there are several methodological barriers to valid and accurate measurement of plantar flexor voluntary activation using these devices. The device used to collect plantar flexion force needs to sample at a rate sufficient to collect small increases in force from the stimulation. Commonly used devices such as isokinetic dynamometers typically have a sampling rate of 100–1000 Hz, unless combined with external hardware/software [
18]. Low sampling rates potentially underestimate or do not detect the superimposed twitch (which only lasts between 100–200 ms) [
19]. Additionally, the measurement error for isometric plantar flexion force in measurement devices is often higher than the superimposed and resting twitch force. The 6.6% standard error of measurement (~8 Nm at a plantar flexion torque of 120 Nm) commonly found with these measurement methods is comparable or greater than typical twitch sizes (~1–15 Nm) [
20,
21]. This measurement error may be attributed to the high system compliance within the attachments and components [
20]. Compliance may reduce the size of the superimposed twitch and subsequently overestimate the voluntary activation level [
22]. A portable testing protocol using force plates and a strap reducing compliance is a reliable method of assessing plantar flexor muscle strength [
23]. Adapting this protocol for voluntary activation, which should theoretically overcome the methodological concerns related to voluntary activation testing in an isokinetic dynamometer, may improve accessibility while still providing valid and reliable data with low measurement error for researchers and practitioners.
Our study aimed to investigate if there is any detectable difference between a portable and a standardised laboratory testing method for assessing ankle plantar flexor voluntary activation and muscle strength (i.e., maximum voluntary contraction). We also evaluated the test–retest reliability of the portable plantar flexion voluntary activation testing protocol. We hypothesise that there will be no detectible difference between the protocols for voluntary activation and muscle strength and that the portable voluntary activation protocol will have good test–retest reliability.
4. Discussion
This study was the first to measure the validity and reliability of a portable testing protocol to assess ankle plantar flexor voluntary activation. Our study did not detect a difference between a portable testing protocol using a force plate and a standard laboratory method using an isokinetic dynamometer in the assessment of plantar flexor voluntary activation and MVC, thus indicating that the portable protocol is a valid method of measurement. With good test–retest reliability and low measurement error, the portable protocol is well suited to assessing within-subject change over time.
Our study did not detect a difference between the portable and laboratory protocol for plantar flexor voluntary activation. We found a potential trend towards proportional bias whereby the portable protocol may overestimate voluntary activation at lower values; however, this was not statistically significant. The mean bias implies the portable protocol consistently produced two-percent-higher voluntary activation in comparison to the laboratory protocol. This reflects the higher level of plantar flexor force that the participants were able to produce in the portable protocol, which may have allowed for a higher voluntary activation level. The wide limits of agreement for systematic bias suggest that individual voluntary activation differences could be as large as 23% between the protocols, which may reduce the interchangeability of the protocols for absolute voluntary activation values.
No difference was detected between the protocols for plantar flexion MVC. The portable protocol appeared to record plantar flexion force values approximately 18% higher than those recorded in the laboratory protocol. Although the observed difference did not meet the threshold for statistical significance, the effect size exceeds the measurement error of isometric plantar flexion testing and warrants further consideration [
21]. One potential reason the force may be higher in the portable protocol is there may be lower compliance/increased stiffness of the portable frame in comparison to the isokinetic dynamometer. A stiffer frame will transmit force more efficiently, rather than allowing force to be absorbed through equipment deformation [
30]. This key biomechanical difference between the protocols may limit the comparability of the results. Participant body position also differed between protocols; the more upright seated position used in the portable protocol may have felt more natural for producing plantar flexion and may have placed the muscle in a more favourable position for force generation. However, using maximal dorsiflexion as the testing position enabled consistent standardisation of the ankle joint angle between protocols and sessions. Participants also reported less ankle pain in the portable protocol in comparison to the laboratory method, likely due to the absence of a foot/ankle strap, which may also have contributed to higher force production. A previous study has assessed the concurrent validity of a portable, seated plantar flexor strength testing device with an isokinetic dynamometer and demonstrated a good level of agreement (r = 0.72, 95%CI = 0.52 to 0.84,
p < 0.01) [
23]. Our results support these previous findings that the portable method is reliable, as well as being a more accessible alternative to standard isokinetic dynamometry for assessing maximal plantar flexor strength. This approach is advantageous for research involving pathological populations (e.g., calf injuries, stroke) where laboratory attendance is a challenge for recruitment.
The portable protocol test–retest reliability findings suggest moderate-to-excellent reliability and low measurement error across testing sessions [
29]. Our results are in alignment with previous studies which assessed the reliability of plantar flexor voluntary activation in healthy populations (ICC = 0.858 and 0.837) [
31,
32]. In contrast, our ICC was higher than reported by Todd and colleagues (2004), who tested voluntary activation in a similar seated set up, although the authors attribute this to small variability among subjects and reported the reliability of the superimposed and resting twitches to be good [
33]. Compared to the sample size of these studies (n = 5, n = 14, n = 5), our results may be better powered to provide a true estimate of plantar flexion voluntary activation in our testing position [
31,
32,
33]. In our study, the corresponding standard error of the mean was small (indicating low absolute measurement error).
Our findings confirm that the portable testing protocol produces a valid measure of ankle plantar flexor voluntary activation and supports the use of the portable protocol to assess within-subject changes in plantar flexor voluntary activation in research and clinical settings. The reduced system compliance, more accurate sampling rate abilities and the portability of this set up likely yield more accurate data and improve testing accessibility. Future research could utilise the portable ankle plantar flexor voluntary activation protocol to assess pathological populations (e.g., calf muscle strain injury) to identify if similar deficits in voluntary activation seen previously in the literature exist for these injuries.
Limitations
Whilst this study was powered to detect significant effects, the overall sample size and lack of a priori calculation may mean we could be at risk of type-one error. One limitation of the method comparison was the difference in body orientation and hip joint angle between protocols, which may influence the ability to produce plantar flexion force. However, hip, knee, and ankle joint angles were matched as closely as possible, and plantar flexion was elicited using the same verbal instructions in each protocol. Another limitation of this study is that reliability for the laboratory protocol was not assessed. Consequently, while the reliability results for the portable protocol are encouraging, we cannot directly compare them to the laboratory protocol, which would have strengthened our findings. Our sample was not recruited with equity, diversity and inclusion targets [
34]; however, our included participants appeared to have varied demographic characteristics. Finally, the generalised estimating equation models were designed to detect differences between the protocols, and we were not powered to assess equivalence.