Maintaining balance during human walking hinges on the exquisite orchestration of whole-body angular momentum (WBAM). This study delves into the regulation of WBAM during gait by examining balance strategies in response to upper-body moment perturbations in the frontal plane. A portable Angular Momentum Perturbator (AMP) was utilized in this work, capable of generating perturbation torques on the upper body while minimizing the impact on the center of mass (CoM) excursions. Ten participants underwent upper-body perturbations during either the mid-stance or touch-down moment in both ipsilateral and contralateral directions in the frontal plane. Our findings emphasize the predominant role of the hip strategy and foot placement as primary mechanisms for recovering from WBAM perturbations, regardless of the perturbation’s timing or direction. Specifically, hip add/abduction torque and step width were significantly modulated following perturbations during the stance and swing phases, respectively, to reject frontal-plane balance threats. The knee and ankle torque modulation were not found to be effective in the recovery process. Additionally, we observed that recovery from WBAM perturbations occurs promptly within the same stride in which the perturbation occurs, unlike other perturbation scenarios, such as platform translation. These insights have the potential to enhance the development of assistive devices and more robust controllers for bipedal robots.@en

Previous research has identified two major non-stepping strategies used to recover balance following mechanical perturbations: ankle and hip strategy [1, 2]. These strategies are selected depending on eg the perturbation magnitude, prior experience, and configuration of the support surface [2] in order to control the posture (upright trunk and leg orientation) and angular momentum [3, 4]. Following an external mechanical perturbation, both body posture and angular momentum depend, in part, on passive properties of the body, such as the amount and distribution of mass. Simple mechanical models, like the inverted pendulum (IP)[4, 5] or the double IP [6] suggest an approximately linear inverse relationship between the inertia of a perturbed body segment and the resultant acceleration and, presumably, also the segment deflection. @en

Balancing the upper body is pivotal for upright and efficient gait. While models have identified potentially useful characteristics of biarticular thigh muscles for postural control of the upper body, experimental evidence for their specific role is lacking. Based on theoretical findings, we hypothesised that biarticular muscle activity would increase strongly in response to upper-body perturbations. To test this hypothesis, we used a novel Angular Momentum Perturbator (AMP) that, in contrast to existing methods, perturbs the upper-body posture with only minimal effect on Centre of Mass (CoM) excursions. The impulse-like AMP torques applied to the trunk of subjects resulted in upper-body pitch deflections of up to 17° with only small CoM excursions below 2 cm. Biarticular thigh muscles (biceps femoris long head and rectus femoris) showed the strongest increase in muscular activity (mid- and long-latency reflexes, starting 100 ms after perturbation onset) of all eight measured leg muscles which highlights the importance of biarticular muscles for restoring upper-body balance. These insights could be used for improving technological aids like rehabilitation or assistive devices, and the effectiveness of physical training for fall prevention e.g. for elderly people.

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