Many persons with spinal cord injury (SCI) are unable to stand and ambulate with or without the use of an assistive device or physical assistance. For centuries, the only mobility option for those with severe SCI has been the wheelchair1. During the past few decades, persons with SCI have had the option to supplement their mobility by using passive orthotic devices such as a variety of reciprocating gait orthosis (RGO)2-7. These devices, however, have not become more widely used due to the physical effort required by the user to ambulate using these devices. The RGOs also have limitations in the ability to climb stairs, stand up, and sit down3,7. Efforts have been made to enhance the efficiency of these devices by incorporating Functional Electrical Stimulation (FES) to power the movement and help facilitate the forward swinging of the limb; however, these efforts have not progressed beyond concepts or prototypes8-12. In the 1970s, motors were incorporated with an orthosis to power the movement of the hip and knee joints and was successful in allowing a person with SCI to take steps13. However, inadequate battery and computer technology of the time limited the range of the device, and further development was abandoned10,13.
With recent technological advancements, several powered exoskeletons have been developed to enable persons with various pathologies to ambulate overground. These powered exoskeleton devices have been studied in persons with stroke14,15, persons with complete and incomplete SCI16-24, and other persons with disabilities causing reduced control of their lower extremities25-27. Although the devices differ, each one requires training and practice by the user for safe performance. Three of the referenced devices require the use of crutches to ambulate and maintain balance. The fourth one maintains balance and stability because of its large footplate and mass which enlarges the base of support and lowers the center of gravity20. The three devices that require crutching utilize the same principles even though there are some variations with the mechanics and methods of controlling the desired actions due to differences in the design of the devices.
A training program was developed at the James J. Peters VA Medical Center (JJPVAMC), Bronx, NY by a group of researchers consisting of a biomedical engineer, physiologist, physiatrist, exercise physiologist, neurologist and physical therapists. The training program was developed with one specific powered exoskeleton previously described 17,18 but it incorporates sets of skills that are applicable to other powered exoskeletons which require a set of crutches to maintain balance. All potential participants were screened prior to participating in the progressive training program. The importance of screening in persons with SCI is to ensure absence of contraindicated medical complications that may inhibit the safe use of these devices. One area of concern is low bone mineral density (BMD). Persons with SCI suffer dramatic bone loss immediately after injury28,29 which may continue throughout their lives30. This loss of BMD results in a high risk of long bone fractures. Currently, there is no effective treatment to mitigate bone loss for those with complete motor SCI. In addition, an established fracture threshold for person with SCI does not exist, but efforts have been made to identify criteria which may be used as a guide31-33 along with clinical judgement and fracture history. Other common contraindications may be treated and resolved, such as limited range of motion (ROM)34 and pressure ulcers35. Each of the different powered exoskeleton may require different conditions for eligibility, such as ROM criteria, to be a candidate to use the device, most of which have been described17-19,21,22,36.
Once a person has successfully passed all of the screening criteria, fitting the device to the user and training may proceed. Proper fitting of the device is important to avoid inappropriate contact of the lower extremities with the exoskeleton because poor fitting may lead to bruising and/or skin abrasions16. Users may have limited or no lower extremity sensation and proprioception; this lack of sensory and tactile feedback from the feet can contribute to an overall lack of awareness of their center of balance, slowing the user's ability to master the device. This lack of awareness of the center of balance may also lead to challenges with appropriate weight shifting such as difficulty in gauging the extent of the forward and lateral shift necessary during the gait cycle and inappropriately timed weight shifting, resulting in excess use of weight bearing on the arms and crutches for balance maintenance. Once the basics mechanisms of standing balance and weight shifting are acquired, the user is taught to walk in the device. Multiple sessions are needed to improve walking and other mobility skills. Initially, surfaces that are flat and smooth within the medical center are used for training. However, with improved skill level, the user is challenged with incrementally more difficult tasks by introducing different walking surfaces such as carpet, asphalt, concrete, grass, and unleveled surfaces with different degrees of slopes.
The purpose of this manuscript is to report the screening criteria, proper fitting and training procedures for use a powered exoskeleton for overground walking. This program was developed for one device specifically, which is described by others16-18, but it addresses aspects and challenges that are common for staff trainers and persons with SCI who participate in exoskeletal-assisted walking programs which may use another powered exoskeleton. Certain aspects of this protocol are specific to the device used at the JJPVAMC. Additionally, some of the components of the training program were developed by the manufacture which includes orientation of the device components, basic guidelines for a proper fit and basic standing and sitting skill instructions. The researchers at the JJPVAMC developed all training activities performed once the user is standing up. These include enhancement of the standing and sitting training instructions, standing balance skills, indoor walking progression skills, outdoor walking progression skills, and other mobility tasks for reaching, stopping, turning, and various types of door/threshold navigation.