Department of
Veterans Affairs
Journal of Rehabilitation Research and
Development Vol . 34 No . 2, April 1997
Pages 203-213
An experimental device for investigating the force and power
requirements of a powered gait orthosis
Brent J. Ruthenberg, MSME; Neil A. Wasylewski, BSME ; John E. Beard, PhD
Department of Mechanical Engineering and Engineering Mechanics, Michigan Technological University, Houghton,
MI 49931
Abstract—The Powered Gait Orthosis (PGO) is a powered
exoskeleton developed as an experimental device to provide
bipedal locomotion to individuals with physical impairment.
The current prototype consists of a single degree of freedom
(DOF) system for each leg, providing power and proper dis-
placement required for bipedal locomotion . It is the goal of this
research to obtain the forces that are present in the device while
it is in normal operation . In addition, the time ratio of the hip
function generator has been varied to determine the effect that
different time ratios have on system forces and required user
energy. The time ratio is the relationship between the time
period that the thigh is in swing phase and when it is in support
phase . Knowing the forces in the system and the optimal time
ratio will allow for the design and construction of a feasible
device for the rehabilitation and assistance of individuals who
have lost the ability to walk.
Key words : bipedal locomotion, gait, ground reaction forces,
hip torque, multiple sclerosis, orthosis, powered walking
exoskeleton.
INTRODUCTION
For a powered exoskeleton to be used as an aid in
walking it must be lightweight, easy to don and doff, sim-
ple to maintain, inexpensive, unobtrusive, quiet, and have
This material is based upon work supported, in part, by funding provided
by the Whitaker Foundation, Mechanicsburg, PA 17055.
Address all correspondence and requests for reprints to : John E . Beard, PhD,
Department of Mechanical Engineering and Engineering Mechanics, Michigan
Technological University, 1400 Townsend Drive, Houghton, MI 49931-1295;
email: jebeard@mtu.edu .
sufficient walking distance on a single charge . To design
such a device, one of the requirements is an understand-
ing of the forces transmitted through the device to the
user so the weight and power requirements can be mini-
mized. The forces and power that occur during gait can be
divided into two components : those transmitted through
the individual (skeletal loading), and those transmitted
through the brace . This article will focus on a study con-
ducted at Michigan Technological University (MTU) to
determine quantitatively the amount of force that such a
device must support during gait and the power needed as
a function of step cycle.
Background
Currently, researchers at MTU are studying the
design of a device known as the Powered Gait Orthosis
(PGO) as shown in Figure 1 . This particular configura-
tion of the PGO is the fourth generation of prototypes.
Table 1 details the significance of each prototype used
in the research program . The long-term goal of the pro-
gram is to develop an orthosis that would be used in a
home or work environment as an alternate to the wheel-
chair for certain tasks . The physical profile of the users
would probably fit characteristics defined by Seireg and
Grundman (1) : "full upper extremity strength capabili-
ty ; moderate to full trunk stability ; the patient can shift
body mass with conscious effort ; the patient can stand
with bracing ."
Many researchers have investigated the feasibility of
exoskeleton type walking braces, including externally
powered, patient-powered, and hybrid systems . A brief
history of these devices would include Handyman and
203
204
Journal of Rehabilitation Research and Development Vol . 34 No . 2 1997
Figure 1.
Powered gait orthosis.
Table 1.
Prototype progression of PGO.
Na .
Highlights/Aeromplishments
1
Swing gait, pendulum-like device with fixed knee investigated power requirements tested different function generators established
state testing approval helped in recruiting of test subjects
2
Added power for knee flexion found that minimal power is needed at knee, as predicted by Inman (2) found no advantage in varying
motor speed, decreased battery life
3
Hydraulically actuated design provided an accurate, semi-programmable, repeatable gait system friction prevented torque determina-
tion (many variables) found that a large percentage of forces were carried by skeletal loading
4
Mechanized hip and knee design added cam-modulated linkage for knee function generator able to vary time ratio to investigate
effect on gait performed complete force analysis
Hardirnan, cybernetic anthropomorphous machines
developed by General Electric for the military, to be worn
as exoskeletons for strength multiplication (3) . Kato et al.
did extensive research in powered prosthetics for persons
with transfemoral amputation (4) . Thring built an
exoskeleton for arthritics to transfer the load from the knee
joints to a leg brace through a bicycle type seat attached to
the leg braces (5) . As reported by Vukobratoivic, powered
exoskeleton systems that were capable of climbing stairs
were developed in Warsaw, Poland (6).
Popovic and Schwirtlich, with their self-fitting mod-
ular orthosis (SFMO), proposed a nonmotorized device to
205
RUTHENBERG et al . Powered Gait Orthosis
restore locomotion (7) . Through his earlier work, Popovic
concluded that a totally powered external brace was an
inappropriate technique for gait restoration in subjects
with spinal cord injury (SC!) . The ORLAU ParaWalker TM
was developed as a practical patient-powered device and
is established with an extensive patient performance base
(8,9) . The Louisiana State University (LSU) reciprocat-
ing gait orthosis (RGO) was initially developed for use by
children and is now used as a patient-powered device for
both children and adults (10). Stallard et al . added func-
tional neuromuscular stimulation (ENS) to the ORLAU
ParaWalker for a hybrid system with success in decreas-
ing the energy requirements of the user (11) . Solomonow
has also been successful in adding ENS to the RGO (12).
Seirig and Grundman have concluded, in contrast to
Popovic, that an externally powered device is feasible,
although their device was primarily used as a research
tool (1).
METHODS
Design
Each leg of the current PGO prototype is a one
degree of freedom (DOE) system that produces a repeat-
able gait. A one DOE system requires a single input
(motor) to control the positions of all of the links in the
system. In the case of the PGO, the input for each leg is
created by a 13 .2 volt DC motor that turns the input gear,
Link 2 (Figure 2) . The battery pack and control circuit
for the motors can be fastened to the back of the corset.
The walking cycle is initiated when the user or lab
assistant pushes the start button on the control pad . Once
motion for a particular leg is initiated, the control circuit
allows it to go through exactly one cycle (toe-off to heel-
strike), at which time the button for other leg is pushed.
This causes the leg initially at rest to proceed to heel-
strike from toe-off. As familiarity increases with the
device, it is possible for the user to initiate the motion of
the second leg before that of the first is complete . This
process is very similar to natural gait in form. The con-
trols for automatic repetitive motion will be used during
the next testing stage to insure that users will take a con-
tinuous, full stride as they transverse the length of the
laboratory.
The hip is controlled by a class one, four-bar (i .e .,
crank-rocker) mechanism that consists of Links 1, 2, 3,
and 4, where I is attached to the user's torso (which acts
as the reference link or kinematic ground for the mecha-
nism) . The knee is actuated with the use of a cam-modu-
lated linkage, the cam profile being machined into the
face of Link 8 (lower gear) and the follower attached to
Link 5 . Link 2 (upper gear) is the crank of the four-bar
mechanism, and it also causes the rotation of the lower
gear, which in turn drives the cam-modulated linkage.
Since the cam follower is captured in a slotted cam pro-
file, it always remains in contact with the cam during
flexion and extension . This produces a fixed effect:
though the knee function is always changing, at each
instant in time (percent of cycle) the knee is at a specific
fixed point, unable to change from its intended function.
Since it is the primary goal of this project to
mechanically approximate natural human gait, it is nec-
essary to have a quantitative definition of natural gait.
Inman provided the knee and thigh angles needed as
boundary conditions for the evolution of the PLO's hip
and knee function generators (1) . Inman's work consid-
ered bipedal locomotion of many nondisabled test sub-
jects . Figures A-1 and A-2 of the Appendix compare the
gait angles defined by Inman and those produced by the
PGO. Notice in Figure A-2 that the knee output of the
PGO shows no discernible difference to that defined by
Inman. Due to its simplicity and nature, the four-bar link-
Figure 2.
Kinematic sketch of the PGO .
206
Journal of Rehabilitation Research and Development Vol . 34 No . 2 1997
age used for the hip function is not able to achieve the
same degree of replication found at the knee . It was deter-
mined that a compact cam modulated linkage was not
feasible for the hip due to the large power requirements
there . A feasible cam mechanism, and hence better accu-
racy, was possible at the knee because of the relatively
low power requirements of that joint.
Subjects
Two test subjects have participated in the experi-
ments conducted on the PGO . Testing began at LSU with
an individual who has an incomplete SCI at the C2 level
and was a quadriplegic in the rehabilitation stage . The
majority of the work conducted at LSU was in determin-
ing power requirements of the PGO (13) . The other test
subject participated at MTU ; he is in the advanced stages
of multiple sclerosis and has minimal use of his legs.
These subjects may not have been the ideal candidates
for testing of the PGO, but both volunteered, lived in
close proximity to the testing labs, and had experience
walking with the RGO or leg braces . Additional candi-
dates with disabilities better suited for use of the PGO
are available and will be tested when local living
arrangements can be made.
Force and Torsional Analysis
Weight reduction of the PGO requires that all forces
and torques induced in the system during normal opera-
tion be known. It was determined that six full bridge axial
transducers and two torsional transducers would be suffi-
cient to completely define the loading conditions at all of
the joints in each leg (14) . Since the PGO is symmetric
about the sagittal plane, it was assumed that each leg
experiences the same type of loading ; therefore, only the
right leg of the PGO was strain gaged.
Once the strain gages were installed and calibrated,
a multichannel data acquisition board was used to simul-
taneously record all force and torsional data. This was
done repetitively for both the swing and support phases to
assure accuracy. After the data were compiled, a repre-
sentative average was found and used for further analysis.
Comparison of Results Obtained to Previous Work
A considerable amount of research has been per-
formed to determine the ground reaction forces that occur
in natural human gait . Most of these studies have
involved having nondisabled test subjects walking or run-
ning across a force platform. The platform is used to mea-
sure the vertical and horizontal components of force in
the direction of forward motion . By comparing force plat-
form results to PGO forces, an understanding as to how
the weight of the PGO affects the function of the device
can be asserted.
Using the data obtained by Alexander and Jayes (15),
a comparison can be made with the PGO forces . In this
study, the reaction forces were recorded for the time peri-
od from heel-strike to toe-off and the data reported as the
magnitude of the vertical and horizontal forces measured.
Normalizing their data to the weight of their subjects
yields the dashed curve of Figure 3e Note that the forces
during the swing phase are not shown in that figure.
Fraction of Stride
Figure 3.
Ground reaction forces in natural gait and those supported by the
PGO .
Using only the data from the MTU PGO study
where the foot is in contact with the ground, the two addi-
tional curves of Figure 3 were formulated . In order to
compare the PGO results to those of Alexander and Jayes,
the MTU results needed to be normalized to weight . The
lower curve has been normalized to the weight of the
user, which, except for its basic shape, does not reflect the
force platform results . Therefore, in an effort to better
understand the force distribution between the PGO and
user, the results were normalized solely to the weight of
the PGO. This curve, shown as the heavy line in the fig-
ure, closely follows the results of Alexander and Jayes'
force platform. This would suggest that the PGO carries
its own weight while the user's weight is carried through
skeletal loading (i.e ., the user is not carrying the weight
of the device).
Effect of Varying the Time Ratio
In the initial design of the PGO, along with the thigh
and knee angles mentioned above, the time ratio was used
as an invariant for design comparisons . The time ratio of
gait can be defined as the ratio of the time the foot is
unsupported, the swing phase, to the time the foot is in
Vertical Force
Normalized to:
—User's Weight
®PLO's Weight
207
RUTHENBERG et al . Powered Gait Orthosis
contact with the floor, the support phase (16) . For opti-
mization purposes, it was important to know how this
affected the forces induced in the system and the energy
required by the user.
It was decided to vary the timing ratio between 1 .0
and 1 .2 for this study. Figure A-3 of the Appendix is a
sketch showing the four vectors that compose the thigh
function generator of the PGO that controls the time ratio.
An attribute of the design illustrated in Figure A-3 is that
the thigh input link is perpendicular to the vector r 4 . This
allows the torque at the hip joint to be measured easily,
since it is simply the product of a constant scalar multiple
(the length of r4) and the axial load on the thigh input link.
RESULTS
Figure 4 is a plot of the hip torque determined by
multiplying each of the force measurements by their
respective moment arm lengths and normalized to the
user's weight. The curves follow the same general
trends, but the maximum values decrease with increasing
time ratio.
The angular velocity of the motor that drives the
PGO is relatively constant, varying by only ± 1 .6 percent
throughout the cycle . Since power is the product of torque
and angular velocity, it is, therefore, a reasonable
assumption that the average power consumption of the
PGO is proportional to the average hip torque.
Given that the average hip torque increases, and that
the thigh transducer forces decrease with increasing time
Figure 4.
Hip torque for three different time ratios.
ratio, there should be an optimal value that best satisfies
the choice of power reduction or force reduction. If the
trends described are plotted so that their scales are com-
patible, there will be a point of intersection providing the
time ratio that would give the minimum forces with the
lowest power consumption . In an attempt to determine
the optimal time ratio, the data obtained were plotted in
the fashion shown in Figure 5 .
0
Time Ratio Optimization
Optimal
Zone
Figure 5.
Time ratio optimization plot .
1 .1
Time Ratio
Torque
--- Thigh Transducer Force
- -Turnbuckle Force
1 .2
208
Journal of Rehabilitation Research and Development Vol . 34 No . 2 1997
By considering both the hip and knee function gen-
erators, an optimal zone can be established in Figure 5.
The optimal zone includes time ratios from 1 .106 to
1 .139, where:
a time ratio of 1 .106 corresponds to minimum forces
in the hip function generator with minimum power
requirements
® a time ratio of 1 .139 corresponds to minimum forces
in the knee function generator with minimum power
requirements.
Patient Energy Expenditure
The torque results above are not significant if they
are considered independent of other variables . Because
the PGO is a device that is designed to assist people, the
amount of energy that is needed from the user is of great
significance. Low forces and torques could mean a very
light, inexpensive design, but if it requires excessive
energy from an already weak user, that design will not be
feasible . As an easy method to monitor the exertion of the
human body, pulse and blood pressure data were record-
ed before and after each of the time ratio tests . Although
it is not the best method for energy expenditure determi-
nation, it has been shown by Stallard (17) that there is a
well-defined linear relationship between oxygen uptake
and heart rate . Therefore, for the initial phases of this
study, the intra-subject comparison of pulse and blood
pressure data was used to evaluate the user's energy input.
This method would not be used as a comparison between
patients, and eventually, oxygen consumption will be
used to quantify the user's energy expenditure.
Figure 6 plots pulse and blood pressure data. As one
would expect, the pulse did increase after each test was
completed . It can also be seen that the change was inde-
pendent of the time ratio used, and the change in pulse
was 6 beats/min for each test.
Although there does appear to be a change in the
blood pressure with changing time ratios, the randomness
of this change may suggest that it is within the natural
variation associated with blood pressure . Even though a
detailed relationship can not be determined from this data
between energy expenditure and time ratio, one important
observation can be made : there is not an apparent nega-
tive relationship between user energy input and time ratio
selected ; therefore, this selection can be based on the
kinematics and power concerns of the system .
Change in Pulse
For Varying Time Ratios
Change In Blood Pressure
For Varying Time Ratios
Figure 6.
Pulse and blood pressure before and after each test.
DISCUSSION
A complete force and power analysis of the PGO
has been achieved. The forces were obtained with proven
strain gage techniques, making it possible to accurately
measure specific force and moment components in
regions of combined loading. The forces obtained agree
with the results published by Alexander and Jayes, sug-
gesting valid results . These force and moment results
suggest that a lightweight design of the PGO is possible,
making it seem even more feasible for rehabilitative and
150
1 40
= 130
E
-
E 120
1 10
100
80
1
1 .1
1 .2
Time Ratio
a Before Testing
- After Testing
209
ROTHENBERG et al. Powered Gait Orthosis
assisted walking . However, since it was determined that
the PGO carries its own weight and this weight is not
transferred to the user, so long as the device does not
become overly cumbersome, in terms of this research, a
larger device will only affect the motor selection, not
user energy requirements . For that reason, the device was
purposely over-designed in areas not considered in this
study, such as the torso interface . This minimizes the
chance that these areas will influence results in more
critical areas . Obviously, when the device leaves the lab-
oratory for home use, the size and weight of the device
will be more important, especially during donning and
doffing.
The effect of varying the time ratio of the hip func-
tion generator has been studied. The results show that the
time ratio of the hip function generator is of significant
importance on both the power requirements o
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