Estimating Bone Loading during Physical Activity:
Where Do We Go next?
Hannah Rice
Department of Physical Performance, Norwegian School of Sport Sciences, Sognsveien 220, 0863 Oslo, Norway
Keywords: Bone Stress, Overuse Injury, Internal Loading.
Abstract: Bone stress injuries affect athletic populations who undertake activities in which bones are repeatedly loaded.
In order to understand and reduce the risk of bone stress injuries, we need to quantify the loading experienced
by the bones during activities such as running. Bone loading is difficult to quantify as the magnitudes of stress
are influenced to a large extent by the magnitude of muscular forces acting on the bone. Musculoskeletal
modelling, ranging from very simple to very complex approaches, can be used to estimate the internal loading
experienced by the bone during human movement such as running. This has allowed us to explore factors
such as speed, slope, step width and step length and their influence on bone loading during running. However,
in order to truly understand risk of stress injuries this needs to be taken out of the lab and in-field. Today we
have access to rapidly improving technology and data processing capabilities. Could this facilitate the
estimation of bone loading in real time? What are the current limitations and challenges, and how might these
be overcome in the future?
1 BACKGROUND
Running is one of the most accessible and popular
forms of physical activity worldwide, yet healthy
people who run are at a high risk of injury,
particularly to the lower limbs (van Gent et al., 2007).
Bone stress injuries are problematic as they result in
several months of time loss. Stress fractures are the
most severe stress injury, and comprise up to 30% of
running-related injuries (Robertson & Wood, 2017).
The tibia is the most common site of stress injury
(Wood et al., 2014), followed by the second and third
metatarsals (Bennell et al., 1996; Fetzer & Wright,
2006; Gross & Bunch, 1989; Iwamoto & Takeda,
2003).
Bone stress injuries affect athletic populations
who undertake activities in which bones are
repeatedly loaded. During running, the bone is
typically loaded to stress magnitudes considerably
below the failure threshold (Burr et al., 1996;
Milgrom et al., 2000), however the repetitive nature
of the loading can result in risk of injury (Burr et al.,
1997; Warden et al., 2014) due to microdamage
accumulation. Excessive accumulation of
microdamage without sufficient recovery can lead to
increased risk of stress fractures (Burr, 2011).
During weight-bearing activities such as running,
the bone is subjected to external forces and muscular
forces, which contribute to both axial and bending
loading of the bone. Typically, the net external forces
bend the bone in one direction, whilst the net
muscular forces tend to counteract these and act in the
opposite direction (Pauwels, 1980). The bending
moments acting on the bone result in compression on
one surface of the bone and tension on the opposite
surface, and this tends to result in tension on the
anterior surface of the tibia (Derrick et al., 2016;
Meardon et al., 2015; Meardon & Derrick, 2014; H.
Rice et al., 2019) and the plantar surface of the
metatarsals (Arndt et al., 2002; Ellison, Kenny, et al.,
2020) during the majority of the stance phase of
running. The magnitude of compression is greater
overall than the magnitude of tension on the opposite
side, as the stress due to the bending is superimposed
with the stress due to longitudinal compression.
In order to understand and reduce the risk of bone
stress injuries, we need to be able to quantify the
loading experienced by the bones during activities
such as running. Bone loading is difficult to quantify,
as the magnitudes of stress are influenced to a large
extent by the magnitude of muscular forces acting on
the bone which cannot be directly measured. Existing
estimates of internal bone loading have included
Rice, H.
Estimating Bone Loading during Physical Activity: Where Do We Go next?.
DOI: 10.5220/0011598300003321
In Proceedings of the 10th International Conference on Sport Sciences Research and Technology Support (icSPORTS 2022), pages 5-9
ISBN: 978-989-758-610-1; ISSN: 2184-3201
Copyright
c
2022 by SCITEPRESS Science and Technology Publications, Lda. All rights reserved
5
invasive direct measurement approaches (Arndt et al.,
1999, 2002; Burr et al., 1996; Milgrom et al., 2000)
using strain gauges. Modelling approaches have been
increasingly used to address such research questions,
with varying degrees of complexity (Ellison, Akrami,
et al., 2020; Ellison, Kenny, et al., 2020; Firminger et
al., 2017; Gross & Bunch, 1989; H. Rice et al., 2019;
H. M. Rice et al., 2020; Stokes et al., 1979). These
approaches have allowed us to explore factors such as
speed, slope, step width and step length and their
influence on bone loading during running (Baggaley
et al., 2021; Edwards et al., 2009, 2010; Meardon et
al., 2015). Such understanding is valuable in helping
athletes and recreational runners to adapt their
training in order to minimise risk of a bone stress
injury, but current understanding is limited in two key
ways: 1) these approaches need to be taken out of the
lab and into the field; 2) the modelling approaches
require further evaluation and ultimately validation.
In addition, few findings have been replicated or
supported in similar populations, and this is essential
for scientific integrity.
2 IN-FIELD ASSESSMENT
Modern wearable devices can be worn in-field
during physical activity to collect data, including
kinematic and kinetic data. Recent advances in
wearable devices have made in-field data collection
more accessible (Willy, 2018). Examples of such
devices include wrist- or ankle-worn accelerometers
and gyroscopes, pressure-sensing insoles, and
electromyography electrodes. The potential benefits
of this are clear, but researchers should be careful
not to infer injury causation from single external
loading variables as these may not be representative
of internal loading (Ellison et al., 2021; Ellison,
Kenny, et al., 2020; Matijevich et al., 2019). For
example, according to subject-specific
musculoskeletal models, greater external forces
under the metatarsals during running do not simply
translate to proportionally greater internal peak
stresses (Ellison, Kenny, et al., 2020). However,
there is the potential to use combined information
from multiple wearable devices to estimate internal
loading, through machine learning. Matijevich et al.
(Matijevich et al., 2020) demonstrated that multi-
sensor algorithms can improve estimates of
musculoskeletal loads, such as tibial forces,
compared with existing approaches.
In order to quantify internal bone loading in-field
using modelling approaches, we must be able to
measure the necessary input variables with the
required accuracy. The input variables required for
the model are dependent upon the complexity of the
model. The ‘correct’ level of complexity is therefore
the simplest model that can provide valid answers to
the specific research question being addressed. Bone
geometry is understood to be an important contributor
to bone stress magnitude (Ellison, Kenny, et al.,
2020) and to risk of stress injury (Nunns et al., 2016)
yet their input into musculoskeletal models can add
considerable financial and computational expense,
due to the requirement for magnetic resonance images
or computer tomographic scans if density is also to be
considered. Whether sufficiently valid estimates of
bone loading can be obtained using generic scaled
geometry warrants further investigation. It is likely
that such modelling approaches could provide more
robust estimates of within-person change in bone
stress magnitude (for example in two different
footwear conditions) than between-participant
differences (for example identifying runners who
display higher stress than average).
Whilst information about participant-specific
bone geometry and density are difficult to obtain, they
do not need to be collected in real-time and therefore
do not limit the possibility of accurately estimating
bone loading in real-time. The real-time inputs into
the model include kinematic and kinetic data during
the stance phase of running, which can be estimated
using wearable devices with almost instantaneous
feedback. One of the greatest challenges with
musculoskeletal modelling of bone loading in real-
time is estimating muscular forces, often done using
static optimization constrained to joint moments
(Baggaley et al., 2021; Derrick et al., 2016; Edwards
et al., 2010; Meardon & Derrick, 2014; H. Rice et al.,
2019). This requires non-negligible computation time
and relies on accurate joint moment estimates, two
aspects which challenge the ability to quantify bone
loading in real-time during running.
In order for the potential advances in estimating
bone loading in-field to be realised, technology must
be sufficiently robust and accurate for the research
question. For example, when considering running in-
field, there is a need for wearable technologies that
have longevity (e.g. over the course of a training
intervention), sufficient battery life and resistance to
different weather conditions, amongst other practical
considerations.
icSPORTS 2022 - 10th International Conference on Sport Sciences Research and Technology Support
6
3 VALIDATION OF MODELLING
APPROACHES
Validation of musculoskeletal modelling is another of
the greatest challenges and limitations in this field.
There is not a clear ‘gold standard’ measurement
approach to validate against, as the in vivo
measurements have considerable limitations of their
own. Currently, many approaches are evaluated by
comparison with existing approaches, providing
convergent validity but no direct validation. More
robust validation is essential to advance the field. A
first step towards achieving this would be to obtain
baseline data from participants during running, such
that the bone stresses could be estimated using a
variety of approaches with a range of complexity.
These participants would then be followed up over
time to quantify changes in markers of bone stress
reactions or injury outcomes. With sufficient
statistical power, it would then be possible to quantify
the ability of each modelling approach to predict bone
stress outcomes. Furthermore, the simplest model that
can be used to achieve a reasonable prediction of bone
stress outcomes could be identified, allowing this
approach to be developed to provide real-time
feedback.
4 TECHNOLOGY AND THE
FUTURE
Since running is such an accessible form of physical
activity that is popular worldwide, it can play an
important role in maintaining physical activity levels
throughout the lifespan. In today’s ageing society it is
particularly crucial that adults can maintain healthy
physical activity levels whilst minimising the risk of
stress-related injuries. Not only is the burden of lower
limb stress injuries well-documented in adults who
run, stress injuries also present a major problem in
military populations (Beck, 1998; Knapik et al., 2004;
Milgrom et al., 1985; Orr et al., 2014), in adolescent
athletes (Field et al., 2011) and in postmenopausal
women (Pegrum et al., 2012).
The possibility of quantifying tissue loading in
real-time using wearable devices can be exploited by
wearable device manufacturers for the benefit of
many users. For example, apps for use with mobile
devices could be developed that would collect
synchronised data from wearable devices worn by the
user and estimate bone stresses in real-time. These
apps could record cumulative internal loading in each
training session, as well as providing real-time
feedback - for example via an audible signal - when
certain thresholds are exceeded. This has the potential
to transform how people structure and plan their
running, whether they run for healthy physical
activity, to train for competitions, or as part of
military training. Ultimately, this could result in
reduced stress injury occurrence. Similarly, there is
potential for footwear manufacturers to develop
footwear that reduces internal loading on structures
and therefore injury risk.
There is increasing acknowledgement that the
existing approach of inferring injury risk from a
single externally-measured variable can result in
misleading recommendations. By combining the
ability to estimate internal loading using wearable
devices in-field with an improved understanding of
how this translates to tissue loading, there is the
potential for important societal impact.
5 CONCLUSION
There is enormous potential for bone loading to be
quantified in real-time, in-field, in the near future.
This has important implications and potential to
reduce the risk of overuse bone stress injuries, but it
is important that the understanding is not outpaced by
the development of technology. We must improve our
understanding of the validity of the measures as they
are taken into the field.
REFERENCES
Arndt, A., Ekenman, I., Westblad, P., & Lundberg, A.
(2002). Effects of fatigue and load variation on
metatarsal deformation measured in vivo during
barefoot walking. Journal of Biomechanics, 35(5),
621–628.
Arndt, A., Westblad, P., Ekenman, I., Halvorsen, K., &
Lundberg, A. (1999). An in vitro comparison of bone
deformation measured with surface and staple mounted
strain gauges. Journal of Biomechanics, 32(12), 1359–
1363.
Baggaley, M., Derrick, T. R., Vernillo, G., Millet, G. Y., &
Edwards, W. B. (2021). Internal Tibial Forces and
Moments During Graded Running. Journal of
Biomechanical Engineering, 144(1). https://doi.org/
10.1115/1.4051924
Beck, B. R. (1998). Tibial Stress Injuries. Sports Medicine,
26(4), 265–279. https://doi.org/10.2165/00007256-
199826040-00005
Bennell, K. L., Malcolm, S. A., Thomas, S. A., Wark, J. D.,
& Brukner, P. D. (1996). The Incidence and
Distribution of Stress Fractures in Competitive Track
and Field Athletes A Twelve-Month Prospective Study.
Estimating Bone Loading during Physical Activity: Where Do We Go next?
7
The American Journal of Sports Medicine, 24(2), 211–
217. https://doi.org/10.1177/036354659602400217
Burr, D. B. (2011). Why bones bend but don’t break.
Journal of Musculoskeletal & Neuronal Interactions,
11(4), 270–285.
Burr, D. B., Forwood, M. R., Fyhrie, D. P., Martin, R. B.,
Schaffler, M. B., & Turner, C. H. (1997). Bone
microdamage and skeletal fragility in osteoporotic and
stress fractures. Journal of Bone and Mineral Research:
The Official Journal of the American Society for
Bone and Mineral Research, 12(1), 6–15.
https://doi.org/10.1359/jbmr.1997.12.1.6
Burr, D. B., Milgrom, C., Fyhrie, D., Forwood, M., Nyska,
M., Finestone, A., Hoshaw, S., Saiag, E., & Simkin, A.
(1996). In vivo measurement of human tibial strains
during vigorous activity. Bone, 18(5), 405–410.
Derrick, T. R., Edwards, W. B., Fellin, R. E., & Seay, J. F.
(2016). An integrative modeling approach for the
efficient estimation of cross sectional tibial stresses
during locomotion. Journal of Biomechanics, 49(3),
429–435. https://doi.org/10.1016/j.jbiomech.2016.01.0
03
Edwards, W. B., Taylor, D., Rudolphi, T. J., Gillette, J. C.,
& Derrick, T. R. (2009). Effects of Stride Length and
Running Mileage on a Probabilistic Stress Fracture
Model. Medicine & Science in Sports & Exercise,
41(12), 2177–2184. https://doi.org/10.1249/MSS.0b01
3e3181a984c4
Edwards, W. B., Taylor, D., Rudolphi, T. J., Gillette, J. C.,
& Derrick, T. R. (2010). Effects of running speed on a
probabilistic stress fracture model. Clinical
Biomechanics (Bristol, Avon), 25(4), 372–377.
https://doi.org/10.1016/j.clinbiomech.2010.01.001
Ellison, M. A., Akrami, M., Fulford, J., Javadi, A. A., &
Rice, H. M. (2020). Three dimensional finite element
modelling of metatarsal stresses during running.
Journal of Medical Engineering & Technology, 44(7),
368–377. https://doi.org/10.1080/03091902.2020.1799
092
Ellison, M. A., Fulford, J., Javadi, A., & Rice, H. M. (2021).
Do non-rearfoot runners experience greater second
metatarsal stresses than rearfoot runners? Journal of
Biomechanics, 126, 110647. https://doi.org/10.1016/
j.jbiomech.2021.110647
Ellison, M. A., Kenny, M., Fulford, J., Javadi, A., & Rice,
H. M. (2020). Incorporating subject-specific geometry
to compare metatarsal stress during running with
different foot strike patterns. Journal of Biomechanics,
105, 109792. https://doi.org/10.1016/j.jbiomech.20
20.109792
Fetzer, G. B., & Wright, R. W. (2006). Metatarsal Shaft
Fractures and Fractures of the Proximal Fifth
Metatarsal. Clinics in Sports Medicine, 25
(1), 139–150.
https://doi.org/10.1016/j.csm.2005.08.014
Field, A. E., Gordon, C. M., Pierce, L. M., Ramappa, A., &
Kocher, M. S. (2011). Prospective study of physical
activity and risk of developing a stress fracture among
preadolescent and adolescent girls. Archives of
Pediatrics & Adolescent Medicine, 165(8), 723–728.
https://doi.org/10.1001/archpediatrics.2011.34
Firminger, C. R., Fung, A., Loundagin, L. L., & Edwards,
W. B. (2017). Effects of footwear and stride length on
metatarsal strains and failure in running. Clinical
Biomechanics (Bristol, Avon), 49, 8–15.
https://doi.org/10.1016/j.clinbiomech.2017.08.006
Gross, T. S., & Bunch, R. P. (1989). A mechanical model
of metatarsal stress fracture during distance running.
The American Journal of Sports Medicine, 17(5), 669–
674. https://doi.org/10.1177/036354658901700514
Iwamoto, J., & Takeda, T. (2003). Stress fractures in
athletes: Review of 196 cases. Journal of Orthopaedic
Science, 8(3), 273–278. https://doi.org/10.1007/
s10776-002-0632-5
Knapik, J., Reynolds, K. L., & Harman, E. (2004). Soldier
load carriage: Historical, physiological, biomechanical,
and medical aspects. Military Medicine, 169(1), 45–56.
Matijevich, E. S., Branscombe, L. M., Scott, L. R., & Zelik,
K. E. (2019). Ground reaction force metrics are not
strongly correlated with tibial bone load when running
across speeds and slopes: Implications for science,
sport and wearable tech. PLOS ONE, 14(1), e0210000.
https://doi.org/10.1371/journal.pone.0210000
Matijevich, E. S., Scott, L. R., Volgyesi, P., Derry, K. H.,
& Zelik, K. E. (2020). Combining wearable sensor
signals, machine learning and biomechanics to estimate
tibial bone force and damage during running. Human
Movement Science, 74, 102690. https://doi.org/
10.1016/j.humov.2020.102690
Meardon, S. A., & Derrick, T. R. (2014). Effect of step
width manipulation on tibial stress during running.
Journal of Biomechanics, 47(11), 2738–2744.
https://doi.org/10.1016/j.jbiomech.2014.04.047
Meardon, S. A., Willson, J. D., Gries, S. R., Kernozek, T.
W., & Derrick, T. R. (2015). Bone stress in runners with
tibial stress fracture. Clinical Biomechanics, 30(9), 895–
902. https://doi.org/10.1016/j.clinbiomech.2015.07.012
Milgrom, C., Finestone, A., Simkin, A., Ekenman, I.,
Mendelson, S., Millgram, M., Nyska, M., Larsson, E.,
& Burr, D. (2000). In-vivo strain measurements to
evaluate the strengthening potential of exercises on the
tibial bone. The Journal of Bone and Joint Surgery.
British Volume, 82(4), 591–594.
Milgrom, C., Giladi, M., Stein, M., Kashtan, H., Margulies,
J. Y., Chisin, R., Steinberg, R., & Aharonson, Z. (1985).
Stress fractures in military recruits. A prospective study
showing an unusually high incidence. The Journal of
Bone and Joint Surgery. British Volume, 67(5), 732–735.
https://doi.org/10.1302/0301-620X.67B5.4055871
Nunns, M., House, C., Rice, H., Mostazir, M., Davey, T.,
Stiles, V., Fallowfield, J., Allsopp, A., & Dixon, S.
(2016). Four biomechanical and anthropometric
measures predict tibial stress fracture: A prospective
study of 1065 Royal Marines. British Journal of Sports
Medicine, bjsports-2015-095394. https://doi.org/10.11
36/bjsports-2015-095394
Orr, R. M., Pope, R., Johnston, V., & Coyle, J. (2014).
Soldier occupational load carriage: A narrative review
of associated injuries. International Journal of Injury
Control and Safety Promotion, 21(4), 388–396.
https://doi.org/10.1080/17457300.2013.833944
icSPORTS 2022 - 10th International Conference on Sport Sciences Research and Technology Support
8
Pauwels, F. (1980). Biomechanics of the Locomotor
Apparatus: Contributions on the Functional Anatomy
of the Locomotor Apparatus. Springer-Verlag.
//www.springer.com/de/book/9783642671401
Pegrum, J., Crisp, T., Padhiar, N., & Flynn, J. (2012). The
Pathophysiology, Diagnosis, and Management of Stress
Fractures in Postmenopausal Women. The Physician
and Sportsmedicine, 40(3), 32–42. https://doi.org/10.38
10/psm.2012.09.1978
Rice, H. M., Kenny, M., Ellison, M. A., Fulford, J.,
Meardon, S. A., Derrick, T. R., & Hamill, J. (2020).
Tibial stress during running following a repeated
calf-raise protocol. Scandinavian Journal of Medicine
& Science in Sports, 30(12), 2382–2389.
https://doi.org/10.1111/sms.13794
Rice, H., Weir, G., Trudeau, M. B., Meardon, S., Derrick,
T., & Hamill, J. (2019). Estimating Tibial Stress
throughout the Duration of a Treadmill Run. Medicine
and Science in Sports and Exercise, 51(11), 2257–2264.
https://doi.org/10.1249/MSS.0000000000002039
Robertson, G. A. J., & Wood, A. M. (2017). Lower limb
stress fractures in sport: Optimising their management
and outcome. World Journal of Orthopedics, 8(3), 242–
255. https://doi.org/10.5312/wjo.v8.i3.242
Stokes, I. A., Hutton, W. C., & Stott, J. R. (1979). Forces
acting on the metatarsals during normal walking.
Journal of Anatomy, 129(Pt 3), 579–590.
van Gent, R. N., Siem, D., van Middelkoop, M., van Os, A.
G., Bierma-Zeinstra, S. M. A., & Koes, B. W. (2007).
Incidence and determinants of lower extremity running
injuries in long distance runners: A systematic review.
British Journal of Sports Medicine, 41(8), 469–480.
https://doi.org/10.1136/bjsm.2006.033548
Warden, S. J., Davis, I. S., & Fredericson, M. (2014).
Management and Prevention of Bone Stress Injuries in
Long-Distance Runners. Journal of Orthopaedic &
Sports Physical Therapy, 44(10), 749–765.
https://doi.org/10.2519/jospt.2014.5334
Willy, R. W. (2018). Innovations and pitfalls in the use of
wearable devices in the prevention and rehabilitation of
running related injuries. Physical Therapy in Sport, 29,
26–33. https://doi.org/10.1016/j.ptsp.2017.10.003
Wood, A. M., Hales, R., Keenan, A., Moss, A., Chapman,
M., Davey, T., & Nelstrop, A. (2014). Incidence and
Time to Return to Training for Stress Fractures during
Military Basic Training. Journal of Sports Medicine,
2014, e282980. https://doi.org/10.1155/2014/282980
Estimating Bone Loading during Physical Activity: Where Do We Go next?
9