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With an estimated 1% of the world's population being dependent on wheeled mobility today1,2, a consistent flow of international research work increasingly emerges into international peer-reviewed journals in diverse fields such as rehabilitation1,3, engineering4, and sport sciences5,6. This leads to a growing knowledge base and understanding of the complexities of this common mode of human ambulation. Yet, for continual development and implementation in rehabilitation and adaptive sport practices, there is a need for further international exchange and collaboration in research. Integral to such collaborative networks are improved standardization of experimental and measurement procedures and technology. Furthermore, consistent implementation of accurate monitoring of performance of the wheelchair-user combination in the laboratory and/or in the field is important for an optimal individual functioning and participation while a healthy and active lifestyle is maintained over the individual's lifespan7,8,9.
Experimentally, manual wheelchair propulsion during steady-state or peak exercise conditions10,11 is often approached as cyclical upper body motion for the purposes of examining the wheelchair-user interface12,13, musculoskeletal loading14,15,16, and motor learning and skill acquisition17,18. The combined biomechanical and physiological notions of cyclic motions allow the use of the "Power balance", a modelling approach that was initially introduced by Van Ingen Schenau19 for speed skating and cycling, and later introduced in manual wheeled mobility8,20,21. Figure 1 shows a power balance diagram for manual wheelchair propulsion. It converges from a selection of critical performance determining factors for the wheelchair-user combination and its three central components (the wheelchair, user, and their interface), at the left-hand side into the layout of (bio)mechanical and physiological power denominators and equations.
Power output is an important outcome parameter in the contexts of sports and daily life where peak power output can represent both increased performance in adapted sports or ease of functioning during activities in daily living22. Moreover, in combination with energy consumption it can be used to evaluate performance in terms of gross mechanical efficiency17,18,23 (i.e., where a more skilled individual would require less internal energy to produce the same amount of external power output). From an experimental perspective, power output is a parameter that needs to be tightly controlled during a test, because changes in power output are of direct influence on all performance outcomes such as push time, recovery time24, and mechanical efficiency25. Consequently, controlling and reporting power output is essential for all studies related to manual wheelchair propulsion.
Overground testing is the gold standard in terms of validity (i.e., inertia, air friction, optical flow, and dynamic movement)26, yet standardization of external power output, speed, and associated environmental conditions is much more difficult, and repeatability over time suffers. Overground wheelchair-related studies started in the 1960s27,28 and focused on the physical strain of wheeled mobility. Although crucial in data interpretation and understanding8,20, notions on external power output were limited to observation of the internal metabolic cost when performing different activities on different surfaces. Nowadays, measurement wheels can be used to measure power output29,30 and coast-down tests31,32 can be performed to infer the frictional losses during propulsion and thereby power output.
Different laboratory-based technologies were developed for wheelchair-specific exercise testing33, ranging from a multitude of ergometers to differently sized and brands of treadmills. Treadmills are considered to be closest to overground testing in terms of validity34 and have been used since the 1960s for wheelchair exercise testing35,36. Prior to testing, the slope and speed of the treadmill must be checked regularly. Even treadmills from the same brand and make may differ considerably and change in their behavior over time37. For the determination of external power output, a drag test20,36 is used for the individual wheelchair-user combination's total of rolling and internal drag force38. The force sensor for the drag test also has to be periodically calibrated. For the experimental individualization of the protocol in terms of overall external load of wheeling over time and between subjects, a pulley system (Figure 2) has been designed as an alternative for the previous slope-dependent gradients of loading36.
Another alternative for standardized wheelchair exercise testing has been the use of stationary ergometers33, from simple off-the shelf ergometer solutions39 towards highly specialized computer-based and instrumented ergometers40. Very few are commercially available. The enormous diversity in ergometer technology and mechanical characteristics introduces large unknown degrees of variability among the test outcomes33. Ergometers and wheelchairs need to be connected or inherently fused by design. Air friction is not present and perceived inertia is limited to the simulated inertia on the wheels, and movement experienced in the trunk, head, and arms during propulsion, while the wheelchair user is essentially stationary. The ergometer does allow for sprint or anaerobic testing as well as isometric testing, if the wheels can be adequately blocked.
A basic methodology for manual wheeled mobility research in lab-based studies is presented. Also, a brief outlook on field-based wheelchair research methodology and its potential outcomes is provided. The central focus is controlling and measuring external power output (W) in both field and laboratory-based experiments. The determination of internal power output through spirometry is also added, as this is often used to determine gross mechanical efficiency. Apart from the implementation of good practice, the goal is to produce discussions on experimental standardization and international information exchange. The current study will primarily address handrim wheelchair propulsion and the measurement thereof because it is the most prominent form of manually wheeled mobility in scientific literature. However, notions discussed below are equally valid for other wheelchair propulsion mechanisms (e.g., levers, cranks41).
The current protocol describes the standardization and measurement of power output during overground, treadmill, and wheelchair ergometer-based testing during steady-state propulsion at 1.11 m/s. As an example, rolling friction will first be determined in overground testing with a coast-down test. Using this estimate of friction, power outputs will be set in the treadmill and ergometer tests using available protocols from the research literature. For treadmill tests, friction will be determined with a drag test, and power output will be adjusted using a pulley system. For the ergometer tests a computer-controlled ergometer is used to match external power output with the overground test.