Engineering design review of stance-control knee-ankle-foot orthoses.INTRODUCTION Approximately 866,000 Americans use a lower-limb orthosis orthosis /or·tho·sis/ (or-tho´sis) pl. ortho´ses [Gr.] an orthopedic appliance or apparatus used to support, align, prevent, or correct deformities or to improve function of movable parts of the body. [1]. For people with isolated quadriceps weakness or paralysis, a standard knee-ankle-foot orthosis (KAFO KAFO Knee-ankle-foot orthosis, see there ) is typically prescribed to support the limb during locomotion locomotion Any of various animal movements that result in progression from one place to another. Locomotion is classified as either appendicular (accomplished by special appendages) or axial (achieved by changing the body shape). . Many of these KAFOs support the limb by locking the knee in full extension throughout the gait cycle to prevent the leg from collapsing while weight-bearing. While constraining the knee to full extension solves the body-weight support problem, straight-legged gait introduces other issues. During swing phase, KAFO users must adopt unnatural gait strategies to bring their braced leg forward to prepare for the next heel or foot strike. Compensatory gait patterns include increased upper-body lateral sway, ankle plantar plantar /plan·tar/ (plan´tar) pertaining to the sole of the foot. plan·tar adj. Of, relating to, or occurring on the sole. flexion flexion /flex·ion/ (flek´shun) the act of bending or the condition of being bent. flex·ion n. 1. The act of bending a joint or limb in the body by the action of flexors. 2. of the contralateral contralateral /con·tra·lat·er·al/ (-lat´er-al) pertaining to, situated on, or affecting the opposite side. con·tra·lat·er·al adj. foot (vaulting), hip elevation during swing phase (hip hike), or leg circumduction CIRCUMDUCTION, Scotch law. A term applied to the time allowed for bringing proof of allegiance, which being elapsed, if either party sue for circumduction of the time of proving, it has the effect that no proof can afterwards be brought; and the cause must be determined as it stood when [2]. Lack of knee flexion during foot strike causes abrupt initial loading and disrupts the smooth progression of the center of mass (COM (1) (Computer Output Microfilm) Creating microfilm or microfiche from the computer. A COM machine receives print-image output from the computer either online or via tape or disk and creates a film image of each page. ) of the body. Abnormal gait patterns can lead to soft tissue and joint dysfunction of the hip and lower back, causing pain and loss of motion [3]. As well, walking with a fixed knee can decrease gait efficiency by 24 percent [4] and increase vertical displacement of the COM of the body by up to 65 percent [5]. The associated increased muscular effort can lead to higher energy expenditure [6] and early fatigue for the KAFO user during ambulation am·bu·late intr.v. am·bu·lat·ed, am·bu·lat·ing, am·bu·lates To walk from place to place; move about. [Latin ambul [4]. Increased energy demand with the KAFO contributes significantly toward high KAFO rejection rates (between 60% and almost 100%) [6]. When the knee cannot flex, ascending and descending Ascending and Descending is a lithograph print by the Dutch artist M. C. Escher which was first printed in March 1960. The original print measures 14" x 11 1/4”. The lithograph depicts a large building roofed by a never-ending staircase. stairs and inclined surfaces and walking onto curbs pose challenges. Walking with a fully extended knee hinders balance correction when a user stumbles, since the leg cannot flex to control fall direction and the braced limb cannot dampen the fall [7]. Attempts have been made to design a new orthosis that would improve gait over conventional locked-knee KAFOs. However, several difficult design challenges hindered efforts to solve this problem. Recently, a new type of KAFO has emerged on the orthotics market that allows wearers to flex their knee when swinging the leg forward while preventing knee flexion during weight-bearing. These new designs have been commonly labeled stance-control knee-ankle-foot orthoses (SCKAFOs) in the orthotics community. SCKAFO designs must ensure proper functioning during stance and swing, as well as appropriate switching between weight-bearing and nonweight-bearing modes. This article examines the design challenges of these new SCKAFO devices and compares various design approaches. STANCE-CONTROL KNEE-ANKLE-FOOT ORTHOSIS INDICATIONS An appreciable portion of the population using fixed-knee KAFOs has sufficient hip strength to benefit from a SCKAFO. SCKAFO prescription criteria typically require hip strength of at least Grade 3*. This includes people with multiple sclerosis This is a list of people with multiple sclerosis, similar to the category "People with multiple sclerosis" but with sources and explanations. : Top - 0–9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z B
general paresis paralytic dementia; a form of neurosyphilis in which chronic meningoencephalitis causes gradual loss of cortical , trauma, congenital defects, and isolated quadriceps weakness. Hip strength and control requirements may decrease for some SCKAFO designs as prescribers gain experience with clinical use of these devices. Some studies have suggested that orthoses that allow uninhibited uninhibited /un·in·hib·it·ed/ (un?in-hib´i-ted) free from usual constraints; not subject to normal inhibitory mechanisms. knee motion in swing improve gait kinematics and increase gait efficiency compared to conventional KAFOs. McMillan et al. analyzed gait patterns and heart rates of three subjects with lower-limb weakness walking with a SCKAFO built by Horton Technology, Inc [3]. The subjects participated in a series of gait analysis gait analysis Rehab medicine Evaluation of the gait of Pts with a neurologic or orthopedic condition affecting the motor control system–eg, brain injury, spinal cord injury, cerebral palsy, stroke, multiple sclerosis, musculoskeletal actuator systems, post and treadmill trials and an obstacle course. The study reported faster walking speeds, longer strides, fewer compensatory motions, increased mobility, and more symmetrical gait patterns when subjects walked with a SCKAFO than with a fixed-knee KAFO. Hebert and Liggins reported similar results for level ground walking by a post-poliomyelitis syndrome subject using a Horton SCKAFO, although spatiotemporal spa·ti·o·tem·po·ral adj. 1. Of, relating to, or existing in both space and time. 2. Of or relating to space-time. [Latin spatium, space + temporal1. parameters only showed small changes [8]. Zissimopoulos et al. investigated nine nondisabled subjects walking with the Horton SCKAFO in locked-extension, free-swing, and stance-control modes [9]. No significant difference in oxygen consumption was observed between subjects walking with the SCKAFO in locked-extension mode and stance-control mode; however, subjects experienced closer to normal gait kinematics when walking with the SCKAFO in stance-control mode than in locked-extension mode. Lehmann and Stonebridge investigated the effect of a SCKAFO on the oxygen consumption of two nondisabled subjects and two patients with spinal cord spinal cord, the part of the nervous system occupying the hollow interior (vertebral canal) of the series of vertebrae that form the spinal column, technically known as the vertebral column. lesions [10]. Significant energy savings were reported for nondisabled subjects at ambulation rates >73 m/min. However, energy expenditure improved little in both disabled subjects, since they did not have sufficient muscle strength to flex their knee adequately in the swing phase or sufficient hip flexor flexor /flex·or/ (flek´ser) 1. causing flexion. 2. a muscle that flexes a joint. flexor retina´culum see entries under retinaculum. strength to reach normal walking speeds. Other SCKAFO-KAFO oxygen consumption comparisons with nondisabled subjects showed no significant differences [6,9]. Kaufman and colleagues showed a 1 mL/kg/mm improvement in oxygen consumption when a subject with post-polio syndrome used a SCKAFO compared with a KAFO [6]. For nondisabled individuals, this change increased walking velocity 8 m/min. Another study investigated the effect of a SCKAFO on lower-body kinetics and kinematics of eight novice KAFO users and thirteen experienced KAFO users [11]. Walking with the SCKAFO, the novice users increased self-selected walking velocity and stride length stride length Biomechanics The distance between 2 successive placements of the same foot, consisting of 2 step lengths; SL measured between successive positions of the left foot is always the same as that measured by the right foot, unless the subject is walking in a curve significantly compared with experienced users. One explanation may be that the accommodation period with the Dynamic Knee Brace System (DKBS) may not have been long enough to overcome the learned walking strategies used for the conventional KAFO. Both novice and experienced KAFO users increased peak knee flexion in swing and reduced compensatory motions such as plantar flexion of the contralateral ankle in stance (vaulting) and dynamic pelvic obliquity (hip hike). In another study, consumers found that the SCKAFO offered them greater stability while standing and walking compared with their original orthosis [12]. A study involving 14 participants walking with the DKBS, 3 months into an open-enrollment field trial, found that temporodistance measures improved significantly [13]. Research has shown improvements in mobility and walking with the SCKAFO compared with fixed-knee KAFOs. The results suggest a strong potential for wider prescription and SCKAFO use if the design meets important functional and cosmetic needs of orthosis users. DESIGN CONSIDERATIONS A SCKAFO should allow free knee motion in the swing phase and resist knee flexion at any knee angle in the stance phase. The orthosis should also allow users to extend their knee at any time in stance mode to permit the user to climb onto a curb or stair or to recover from a stumble. The ideal orthosis should also be quiet, have a very quick reaction time (<6 ms) when switching between stance and swing modes [14], be relatively inexpensive to manufacture, function reliably for an appreciable amount of time between servicing (>6 mo) and recharging with an electric power source (at least 1 day of use, if electromechanical The use of electricity to run moving parts. Disk drives, printers and motors are examples. Electromechanical systems must be designed for the eventual deterioration of moving components that wear over time. The first TVs were electromechanical systems (see video/TV history). ), and support a large segment of the potential user population. The SCKAFO has remained a challenging engineering problem because of the high-flexion moments that occur at the knee during normal walking cadence (1.04 Nm/kg body mass) [15], fast cadence (1.67 Nm/kg) [15], and stair climbing (1.71 Nm/kg) [16]. The knee joint, or other structural mechanism, must support these high-flexion moments. An ideal orthosis should also have minimal dimensions mediolaterally and anteroposteriorly and be as lightweight as possible. Since a regular KAFO can weigh 5 lb (2.3 kg), a SCKAFO should be at least as light as the typical KAFO. This design is a difficult challenge, since knee-joint components that sufficiently resist failure and are sufficiently safe are not typically light and small. The following section describes SCKAFO devices that are on the commercial market or published recently in journals. CURRENT STANCE-CONTROL KNEE-ANKLE-FOOT ORTHOSES Otto Bock Free Walk/Becker UTX UTX United Technologies Corporation (stock abbreviation, AMEX) UTX Unreal Texture (a texture pack for Unreal-engine games) UTX Unit Training Exercise UTX Under Track Crossing Manufactured by two different companies under two different names, Otto Bock HealthCare's Free Walk and Becker Orthopedic's UTX share the same ratchet/pawl design [17-18] (Figure 1). A spring-loaded pawl pawl: see ratchet and pawl. locks the knee automatically when the knee fully extends prior to heel strike heel strike Heel contact The beginning of stance phase, at the point of heel strike there is zero reaction. Immediately after contact there is an ↑ in ground reaction, known as heel strike transient, which pre-empts the major ↑ in ground reaction (Figure 1(a)). A 10[degrees] ankle dorsiflexion dorsiflexion /dor·si·flex·ion/ (dor?si-flek´shun) flexion or bending toward the extensor aspect of a limb, as of the hand or foot. dor·si·flex·ion n. The turning of the foot or the toes upward. angle causes a control cable connected to the pawl to pull down and disengage dis·en·gage v. dis·en·gaged, dis·en·gag·ing, dis·en·gag·es v.tr. 1. To release from something that holds fast, connects, or entangles. See Synonyms at extricate. 2. the lock (Figure 1(b)). Simultaneous extension of the knee with 10[degrees] dorsiflexion is required to eliminate flexion moments about the knee and free the pawl from friction for disengagement disengagement /dis·en·gage·ment/ (dis?en-gaj´ment) emergence of the fetus from the vaginal canal. dis·en·gage·ment n. . Since full knee extension is required to engage the knee lock, the knee will be unsupported if flexed during limb loading. Limb loading on a flexed knee is common when users walk on stairs, inclines, uneven ground, or during stumbling and relaxed standing. Since the disengagement mechanism requires 10[degrees] dorsiflexion, the device cannot be used for patients with a fused ankle or biomechanical problems that limit dorsiflexion. The Otto Bock Free Walk/Becker UTX is the lightest and most cosmetically attractive of all commercial SCKAFOs; however, the delicate tubular steel structure could concern users who feel they need more support. [FIGURE 1 OMITTED] Horton Stance Control Orthosis Horton Technology, Inc, produces the Horton Stance Control Orthosis (Figure 2), that features a locking mechanism modeled after a standard unidirectional clutch design and involves jamming an eccentric cam into a friction ring that is attached to the upper-knee joint (Figure 3) [19-22].* A thermoplastic stirrup shell (Figure 2) is positioned just below the thermoplastic ankle-foot orthosis (AFO AFO Ankle-foot orthosis ) shell. The thermoplastic stirrup stirrup, foot support for the rider of a horse in mounting and while riding. It is a ring with a horizontal bar to receive the foot and is attached by a strap to the saddle. travels along the length of the orthosis and is attached to a pushrod push·rod also push rod n. A rod moved by a cam to operate the valves in an internal-combustion engine. that is attached to the eccentric cam. Heel contact pushes the stirrup upward to engage the pushrod and drive the cam into the friction ring. The surface of both the hardened steel cam and friction ring is textured with microgrooves. These microgrooves eliminate slip between the friction ring and cam. When the cam is engaged, knee flexion causes the friction ring to load the cam, thereby locking the joint. Knee extension pushes the cam away from the friction ring, allowing uninhibited knee extension. During limb unloading, a spring pushes the pushrod down, the cam disengages, and the knee can move freely. An extension moment about the knee is required to eliminate impinging forces on the cam and disengage the joint. Attaching the pushrod to the heel of an articulated AFO section can actuate the Horton Stance Control Orthosis locking mechanism. When the foot plantar flexes, the cam will push upward to engage the lock. A knob located on the side of each joint will switch the joints into one of three functional modes: automatic stance/swing, constant free knee motion, and constant locked knee extension. These different modes add versatility to the orthosis. Constant locked knee extension can add security for orthosis users walking in unsure surroundings, and the free knee motion mode facilitates activities such as using the gas and brake pedals while a car is being driven. The Horton Stance Control Orthosis is bulky, and the joints are relatively large by KAFO standards, with a mediolateral profile of 2.3 cm. While this design can lock at any knee angle, some users may not tolerate the bulk of this SCKAFO. Both mechanical actuation methods for the Horton Stance Control Orthosis can be problematic. Objects such as clothing, socks, or debris from walking outdoors can lodge between the foot and the stirrup. The two-layer thermoplastic foot shell may prevent the user from donning a shoe or the shoe may adversely affect the stirrup mechanism. The articulating ankle-driven pushrod option cannot be used for users with ankle mobility problems. The sensitive triggering mechanism may constrain users to walk with a consistent step length and speed to achieve reliable engagement [9]. This SCKAFO can also fall out of the optimal performance-trimmed state, leading to unreliable locking performance. [FIGURE 2 OMITTED] Fillauer Swing Phase Lock Fillauer, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , developed a novel gravity-actuated knee-joint locking mechanism for its Swing Phase Lock orthosis [23]. As shown in Figure 4, a weighted pawl falls in and out of locking position, depending on the user's thigh angle. [FIGURE 3 OMITTED] When the hip is flexed with the thigh anterior to the body, as in terminal swing, the weighted pawl falls into the locked position to prevent knee flexion (Figure 4(a)). The knee must be fully extended for the pawl to fall into this locked position. When the hip swings behind the body prior to the swing phase, the weighted pawl disengages and the knee flexes freely (Figure 4(b)). An extension knee moment is required to eliminate impinging forces on the pawl and allow the pawl to disengage freely. The hip angle required to engage and disengage the pawl is manually set on the joint head by an orthotist orthotist /or·thot·ist/ (or-thot´ist) a person skilled in orthotics and practicing its application in individual cases. or·thot·ist n. A specialist in orthotics. . Only one Fillauer Swing Phase Lock is mounted on the KAFO. The second orthotic orthotic /or·thot·ic/ (or-thot´ik) serving to protect or to restore or improve function; pertaining to the use or application of an orthosis. or·thot·ic adj. Of or relating to orthotics. knee joint, mounted on the medial side of the KAFO, is a simple mechanism that uses friction and a spring to regulate knee flexion in the swing phase [24]. A satellite switch, fixed to the proximal end of the orthosis, switches the functional knee joint into one of three operational modes: manual lock, free swing, and automatic lock/unlock [25]. Since the locking mechanism depends on limb-segment orientation, the Fillauer Swing Phase Lock is not effective for users to securely climb stairs or walk on uneven ground. [FIGURE 4 OMITTED] Becker Orthopedic 9001 E-Knee The Becker Orthopedic 9001 E-Knee uses a magnetically activated one-way dog clutch (Figure 5) [26]. The joint integrates two circular ratchet plates that are spring-biased apart. One of the ratchet plates is positioned within an electromagnetic coil. When pressure sensors below the foot detect foot contact, the electromagnetic coil is energized and the ratchet plates are forced together. When engaged, the ratchet plates allow relative angular motion in only one direction. In stance, knee flexion is resisted, while knee extension is still allowed. Ratchet devices suffer from two inherent disadvantages. First, as in a household ratchet tool, the 9001 E-Knee generates a clicking sound when rotated under engagement, such as when users extend their knee in stance. Cosmetics are often as equally important as function for KAFO users. If an orthosis looks or sounds unnatural, the orthosis may not be used. Second, unlike most friction-based clutches, a ratchet device only has a finite number of locked positions. The 9001 E-Knee houses 60 ratchet teeth, thereby allowing up to 6[degrees] of free-fall knee flexion before the joint locks into position [27]. Users who require the confidence of a rapidly engaging knee lock may not tolerate this motion. [FIGURE 5 OMITTED] The bulky nature of the 9001 E-Knee adversely affects the cosmetic appeal of the orthosis and may be obtrusive for some users. The electromagnetic coil makes the 9001 E-Knee a relatively heavy SCKAFO joint. Also, the cost of the 9001 E-Knee is relatively high compared with other SCKAFO joints. Dynamic Knee Brace System Kaufman et al. advanced SCKAFO technology by reintroducing electromechanical knee-joint control [6]. The DKBS uses a conventional unidirectional-clutch actuated with pressure sensors beneath the heel and forefoot forefoot /fore·foot/ (-foot) 1. one of the front feet of a quadruped. 2. the fore part of the foot. to detect heel strike and rise [6,11,28-29]. An onboard microprocessor interprets signals from both the pressure sensors at the foot and a sensor at the knee joint measuring knee angle to control a solenoid solenoid (sō`lənoid'), device made of a long wire that has been wound many times into a tightly packed coil; it has the shape of a long cylinder. that engages and disengages a wrap-spring clutch built into the knee joint [28]. The wrap-spring clutch uses a close-wound helical spring to transmit torque across a pair of mating concentric clutch hubs. When the knee attempts to flex, the spring tightens over both concentric hubs, thus preventing knee flexion by stopping relative motion between the two hubs. Knee extension causes the spring to unwind and allow relative motion of the two hubs. To disengage the clutch selectively in swing, the spring is loosened by pulling back on one end of the spring via a solenoid. The wrap-spring clutch has the unique ability to switch from stance to swing mode while loaded in flexion. The joint mechanism therefore demands less mental and physical effort from the user to control the orthosis than SCAKFOs that require a knee extension moment to switch from stance to swing mode. The wrap-spring clutch knee joint has a braking capability of 113 Nm, measures 22 x 10 x 5 [cm.sup.3], and weighs 1.1 kg, excluding the battery pack [11]. When installed in a SCKAFO, the knee brace system typically weighs 3.1 kg. Many users found the orthosis to be heavy, difficult to don and doff, and cosmetically unappealing compared with their conventional KAFO [12-13]. Otto Bock released a commercial version of the DKBS in 2007, marketed as "The Sensor Walk." The Sensor Walk is the most expensive SCKAFO, selling for US$8,500 for the joint, electronics, and central-fabricated laminated orthosis. Ottawalk Belt-Clamping Knee Joint Yakimovich et al. developed a friction-based belt-clamping mechanism to provide free knee motion during swing in a SCKAFO knee joint [14]. During stance, the joint resists knee flexion and allows the knee to extend freely at any knee angle [14]. A belt that attaches to the upper and lower uprights and spans across the knee joint axis is clamped to achieve flexion resistance. As the knee moves into flexion (Figure 6), the tension in the belt increases. When the belt becomes taut, the belt pushes on a lever that clamps the belt. Belt-clamping is thus done with increasing tension in the belt itself. A knee extension moment at any time during stance reduces belt tension, thereby releasing the clamp to allow the belt to travel freely for knee extension. For free knee flexion and extension in swing, a plate is displaced into the path of the clamp lever to prevent belt-clamping. A pushrod activated by foot pressure or ankle angle is used for displacing the switch plate, thereby switching between stance and swing modes. Elasticity in the belt allows some knee flexion in early stance rather than abrupt mechanical locking. This helps absorb shock at heel strike and, potentially, smooth the path of the COM as in normal gait [30]. As with most other SCKAFOs, the knee flexion moment has to be removed to switch from stance to swing mode. As described with the Horton Stance Control Orthosis, current mechanical control methods for joint control are limited. [FIGURE 6 OMITTED] Dual Stiffness Knee Joint Moreno et al. have developed a SCKAFO that expands on earlier use of springs at the knee joint [31-32] by offering two levels of torsional tor·sion n. 1. a. The act of twisting or turning. b. The condition of being twisted or turned. 2. elasticity at the knee. To detect stance and swing phases for the braced limb, gyroscopes and dual-axis accelerometers are positioned on the foot and shank, and an angular position sensor is located at the knee. The joint uses two stainless steel stainless steel: see steel. stainless steel Any of a family of alloy steels usually containing 10–30% chromium. The presence of chromium, together with low carbon content, gives remarkable resistance to corrosion and heat. compression springs of stiffness [K.sub.1] and [K.sub.2], where [K.sub.1]>>[K.sub.2], to achieve two levels of torsional stiffness. During stance, the device uses stiffness [K.sub.1] in the knee joint for shock absorption during initial weight-bearing and for energy return during knee extension. During swing, the device switches to stiffness [K.sub.2] to store and recover spring energy that assists knee extension in terminal swing. The SCKAFO is bulky and, because of the solenoid power requirements, has an approximately 2.5 h battery life. However, the orthosis can be modified for mechanical control by pulling on a cable during ankle dorsiflexion. This dual-spring joint is not yet commercially available. DISCUSSION Design Achievements The main functions of an ideal SCKAFO are to (1) resist flexion in stance while allowing free knee extension and (2) permit free knee rotation in flexion and extension when the braced leg is unloaded in swing. While all the reviewed SCKAFO designs satisfy at least one of these requirements, some design approaches incorporated additional functional features that were advantageous. These functional features included-- 1. Locking the knee or resisting knee flexion at any knee angle rather than just at full knee extension. 2. Locking the knee or resisting knee flexion at any knee or ankle angle (to ascend or descend stairs, to stand with a flexed knee, and to stabilize after stumbling). 3. Unlocking the knee at any knee or ankle angle when the braced limb is unloaded (to permit sitting and stair ascent and descent). 4. Permitting controlled knee flexion during stance (for smooth progression of the body COM and shock absorption). 5. Smoothly switching between stance and swing modes. 6. Assisting knee-extension during stance. 7. Switching stance-swing mode without requiring knee extension moment to unload the joint. Research to date has demonstrated that SCKAFOs promote a more symmetric gait and increase mobility [3], improve gait kinematics [3,6,8,28,30,33], require less compensatory movement [3,8,30,33], and require less energy expenditure during gait [6,10,33] than conventional locked-knee KAFOs. Larger sample-sized biomechanical evaluations remain to be completed on all new experimental and commercial SCKAFOs except the DKBS [28]. For many studies, the SCKAFO accommodation period may not have been long enough to overcome the learned walking strategies for conventional KAFO or nondisabled walking. Accommodation periods of at least 3 months should be considered in future SCKAFO studies to more accurately gauge effectiveness [13]. A considerable portion of the population who use conventional KAFOs has sufficient lower-limb muscle strength to benefit from a functional KAFO, including the older population. Several different SCKAFO designs are currently being marketed. However, all designs fall short of providing the user with completely stable and/or practical orthoses, as summarized in the Table. Remaining Issues and Future Directions SCKAFO designs should ideally incorporate all the functional features just discussed. Limitations of current devices have been partly due to inclusion of only a small subset of these features. Several current SCKAFOs require the knee to be fully extended to engage the knee joint lock and, therefore, do not support body weight during stumbling, flexed-knee standing, and stair ascent and descent. Size, weight, and noise will always be among the most important design factors in determining if a SCKAFO is accepted and widely used by orthosis wearers. A functional and cosmetically appealing orthosis must have knee-joint components with minimal dimensions. This is most critical mediolaterally, but also important anteroposteriorly, because orthoses are commonly worn under clothing. Minimal dimensions also help minimize device weight. Several SCKAFO designs are too heavy and bulky for many potential users. These users may find the orthoses energy exhaustive, intimidating, obstructive, and awkward. People using these orthoses are thereby limited in where they can safely walk, and in some cases, they may abandon the device. The large forces generated when resisting stance knee flexion are often directed onto relatively small locking areas within a SCKAFO knee joint. The combination of high forces distributed over a relatively small area causes very high stress in the joint's internal components. To prevent failure of these highly-stressed internal parts, the components are generally made larger, leading to a heavier and bulkier SCKAFO joint. To achieve a truly light and compact SCKAFO joint, designers must apply an innovative means of distributing force and reducing stresses throughout the joint mechanism. The use of high strength-to-weight materials could lessen the need to reduce stresses; however, the higher cost may be prohibitive. Knee flexion at initial foot contact and early stance has not been incorporated into most SCKAFO designs. Flexion resistance has typically involved a rigidly locking mechanism. Knee flexion during stance may be of secondary importance to the challenge of achieving both flexion resistance during stance and free knee motion during swing with acceptable cosmesis. Knee-extension assist is difficult to include in a compact design [32]. The potential risks associated with a spring-loaded device should be considered based on the high loads that would be involved to provide knee-extension support during walking, especially for adults. Attaining a smooth transition between stance and swing remains a considerable challenge. Except for the DKBS, all SCKAFOs discussed in this article require a slight knee-extension moment to eliminate the net knee-flexion moment at the joint before the locking or braking mechanism is released. While this knee extension requirement alters the transition from stance to swing, the need to unload the locking mechanism before release results in a safer locomotor lo·co·mo·tor or lo·co·mo·tive adj. Of or relating to movement from one place to another. locomotor of or pertaining to locomotion. environment. Designs that avoid metal-to-metal bearing and designs that apply spatially continuous forces (as in plates and belts) may be less prone to excessive noise compared with stepped ratchets, pawls, and pins, where most of the forces are borne by metal surfaces having a small area. Current electronic control systems require a heavy, obtrusive battery that detracts from the orthosis' cosmetic and functional appeal. Effectively optimizing the control system's power consumption, combined with continually advancing battery technology, may lead to smaller control systems in the near future. In future reports, the battery and control electronics packaging should be included when device weight and dimensions are described. SCKAFOs are a relatively new product in the orthotics industry, and many insurance plans do not recognize the technology or reimburse clients. A pair of conventional KAFO knee joints costs between Can$150 and Can$300. The cost of a pair of commercial SCKAFO joints begins at Can$1,350. When the costs of material and labor to integrate the joints into a KAFO are added, the total cost of a SCKAFO is too expensive for many potential users. New technologies can be developed to improve current SCKAFO devices. The use of sensors to adaptively control joint stiffness is an exciting direction for lower-limb orthoses [31]. The use of actuators in lower-limb orthoses present new capabilities for adaptive control [31,34-35]. Incorporating such devices into SCKAFOs without increasing bulk and weight to the orthosis remains a challenge. The use of sensors to monitor dynamic walking stability during gait may offer potential adaptation of SCKAFOs and other lower-limb orthoses in future designs [36]. Creating a SCKAFO that addresses the limitations of current commercial designs will undoubtedly expand the potential SCKAFO user population, reduce the chance of device rejection, and improve levels of mobility, security, confidence, independence, and health of consumers with lower-limb weakness. CONCLUSIONS SCKAFOs have been designed to resist knee flexion in weight-bearing while allowing free knee extension and to permit free knee rotation in flexion and extension when the braced leg is unloaded. Success has been limited by the need to resist high knee moments while maintaining a compact, lightweight, and low-cost device. Designs that require knee extension to achieve knee locking and, more generally, those that are activated by the ankle or knee at specified angles limit functionality for standing, stair climbing, and recovery from stumbling. Controlled knee flexion during stance, knee-extension assistance, and smooth switching between stance and swing modes remain challenges for future designs. ACKNOWLEDGMENTS Author Contributions: Study concept and design: E.D. Lemaire, T. Yakimovich, J. Kofman. Acquisition of data: E.D. Lemaire, T. Yakimovich, J. Kofman. Analysis and interpretation of data: E.D. Lemaire, T. Yakimovich, J. Kofman. Drafting of manuscript: E.D. Lemaire, T. Yakimovich, J. Kofman. Critical revision of manuscript for important intellectual content: E.D. Lemaire, T. Yakimovich, J. Kofman. Obtained funding: E.D. Lemaire, J. Kofman. Administrative, technical, or material support: E.D. Lemaire, J. Kofman. Study supervision: E.D. Lemaire, J. Kofman. Financial Disclosures: The authors have declared that no competing interests exist. No author had any paid consultancy or any other conflict of interest with this article. Funding/Support: This material was based on work supported by the Canadian Institutes of Health Research Canadian Institutes of Health Research (CIHR) is the major federal agency responsible for funding health research in Canada. It is the successor to the Medical Research Council of Canada. (grant 78755) and the Natural Sciences and Engineering Research Council The Natural Sciences and Engineering Research Council (NSERC) is a Canadian government division that provides grants for research in the natural sciences and in engineering. In 2004-2005, it will invest CAD $850 million in university-based research and training. of Canada (grant 320180-04). 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Preliminary kinematic kin·e·mat·ics n. (used with a sing. verb) The branch of mechanics that studies the motion of a body or a system of bodies without consideration given to its mass or the forces acting on it. evaluation of a new stance-control knee-ankle-foot orthosis. Clin Biomech (Bristol, Avon). 2006;21(10):1081-89. [PMID: 16949186] DOI:10.1016/j.clinbiomech.2006.06.008 [31.] Moreno JC, Brunetti F, Rocon E, Pons JL. Immediate effects of a controllable knee ankle foot orthosis for functional compensation of gait in patients with proximal leg weakness. Med Biol Eng Comput. 2008;46(1):43-53. [PMID: 17926076] DOI:10.1007/s11517-007-0267-x [32.] Kofman J, Allard P, Duhaime M, Labelle H, Vanasse M. A functional knee-ankle orthosis for Duchenne Muscular Dystrophy patients using a spring-loaded knee joint mechanism. Orthopadie-Technik. 1988;36:403-7. [33.] Irby SE, Kaufman KR, Wirta RW, Sutherland DH. Optimization and application of a wrap-spring clutch to a dynamic knee-ankle-foot orthosis. IEEE Trans Rehabil Eng. 1999; 7(2):130-34. [PMID: 10391582] DOI:10.1109/86.769402 [34.] Blaya JA, Herr H. Adaptive control of a variable-impedance ankle-foot orthosis to assist drop-foot gait. IEEE Trans Neural Syst Rehabil Eng. 2004;12(1):24-31. [PMID: 15068184] DOI:10.1109/TNSRE.2003.823266 [35.] Ferris DP, Gordon KE, Sawicki GS, Peethambaran A. An improved powered ankle foot orthosis using proportional myoelectric The electrical signals within the human body that stimulate the muscles to move. The signal, which is less than one millivolt, has an average frequency of about 100Hz. Myoelectric signals are used to move prosthetic limbs. control. Gait Posture. 2006;23(4):425-28. [PMID: 16098749] DOI:10.1016/j.gaitpost.2005.05.004 [36.] Biswas A, Lemaire ED, Kofman J. Dynamic gait stability index based on plantar pressures and fuzzy logic fuzzy logic, a multivalued (as opposed to binary) logic developed to deal with imprecise or vague data. Classical logic holds that everything can be expressed in binary terms: 0 or 1, black or white, yes or no; in terms of Boolean algebra, everything is in one set or . J Biomech. 2008;41(7):1574-81. [PMID: 18395211] DOI:10.1016/j.jbiomech.2008.02.009 Submitted for publication February 21, 2008. Accepted in revised form August 4, 2008. * This value comes from prescription criteria provided by various manufacturers in unpublished documents and manuals: ** Becker Orthopedics Stance Control Overview Guide II, p. 4. ** Fillauer Swing Phase Lock Manual, p. 4. ** Horton Stance Control Knee Training Course. ** Otto Bock Sensor Walk (http://www.ottobock.ca/cps/rde/ xchg/ob_us_en/hs.xsl/15994.html). * Drachlis D. Innovative knee brace moves a step closer to manufacturing with acceptance of final design. Marshall Space Flight Center The George C. Marshall Space Flight Center (MSFC), the original home of NASA, is a lead center for propulsion, Space Shuttle propulsion, Shuttle external fuel tank, crew training and payloads, International Space Station (ISS) design and construction, for computers, networks, and News Release 98-032. 1998 Mar 5. Abbreviations: AFO = ankle-foot orthosis, COM = center of mass, DKBS = Dynamic Knee Brace System, KAFO = knee-ankle-foot orthosis, SCKAFO = stance-control knee-ankle-foot orthosis. * Address all correspondence to Edward D. Lemaire, PhD; Institute for Rehabilitation Research and Development, The Ottawa Hospital Rehabilitation Centre, 505 Smyth Road, Ottawa, Ontario, Canada K1H 8M2; 613-737-7350, ext 75592; fax: 613-737-4260. Email: elemaire@ottawahospital.on.ca DOI:10.1682/JRRD.2008.02.0024 Terris Yakimovich, MASc; (1) Edward D. Lemaire, PhD; (1) * Jonathan Kofman, PhD, PEng (2) (1) Institute for Rehabilitation Research and Development, The Ottawa Hospital Rehabilitation Centre, Ottawa, Canada; (2) Department of Systems Design Engineering, University of Waterloo, Waterloo, Canada
Table.
Summary of characteristics of commercial stance-control
knee-ankle-foot orthosis (SCKAFO) designs.
Model Advantages Disadvantages
Otto Bock Free Walk/Becker Lightweight Locks only in full
Orthopedic UTX knee extension
Horton Stance Control Good functionality Bulky
Orthosis
Fillauer Swing Phase Lightweight, Locks only in full
Lock autonomous knee extension
Becker Orthopedic 9001 Good functionality Bulky, heavy,
E-Knee noisy, expensive
Otto Bock Sensor Walk Good functionality, Bulky, heavy,
unlocks under load noisy, expensive
Max User Approximate
Model Weight (kg) Cost (Can$)
Otto Bock Free Walk/Becker 120 $2,500 (SCKAFO)
Orthopedic UTX
Horton Stance Control 90 $1,350 (joints)
Orthosis
Fillauer Swing Phase Unspecified $1,880 (joints)
Lock
Becker Orthopedic 9001 100 $4,400 (joints, control
E-Knee system & uprights)
Otto Bock Sensor Walk 136 US$8,500 (joints,
electronics, laminate
orthosis)
Max = maximum.
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