The Physiologyand Biomechanicsof Load Carriage Performance
The Physiologyand Biomechanicsof Load Carriage Performance
ABSTRACT Introduction: The weight that soldiers are required to carry in training and in combat has continually
increased over the years. Changes in load carried or pace of activity will alter the physiological and biomechanical
stress associated with the activity. Whether it is part of the soldier’s training or an actual operation, managing the
proper load and speed to minimize fatigue can be integral to the soldier’s success. Without a proper understanding of
the multitude of factors that may affect load carriage performance, mission success may be jeopardized. The purpose
fatigue.8 With longer duration operations (actual mission or Military Load Placement
training), muscle injury and acute overuse symptoms may be Multiple studies have examined the effects of load placement
more of a limiting factor than the physiological capability if via a backpack, double pack, head basket, head strap, hip
cardiorespiratory workload is maintained at a low level.9 belt, and trunk vest.2,22,23 Due to the nature of military tasks,
One of the purposes of this review is to delineate the thresh- the only appropriate way to carry a load is via backpack or
old at which the cardiorespiratory system becomes a limiting double pack because they allow versatility while also keep-
factor in load carriage performance. Another purpose is to ing the load close to the body’s center of gravity.24 Carrying
examine the interactions of speed and load with special a load close to the body’s center of gravity reduces bio-
attention to their effect on task duration and on the walk-to- mechanical alterations and has the lowest EE of any arrange-
run transition (WRT) during load carriage. ment.23 While the double pack causes fewer deviations in
gait, it inhibits movement of the torso and arms, making
added.38–40 The weight of military boots range from 0.5 to walking protocol at 5.4 km h−1 with 55%BW.52 The load
1 kg per boot and inhibit movement of the ankle joint, alter selected for that study was done to replicate the 56.7%
natural gait patterns and increase metabolic cost.38–40 average approach marching load used by Army light infan-
Carrying a load on the thigh has a minimal effect on gait try teams in Afghanistan in 2003.4 Comparisons between
(i.e., ~4% increase in EE per kg), due to its position closer the initial 15 minutes to 1 hour of marching revealed a sig-
to the center of gravity.40,41 Change in EE is not significant nificant increase in both HR and % VO2 max (12.6% and
when carrying a 4.4 kg rifle in the hands, but there is an inhi- 10.3%, respectively). The higher cardiorespiratory output
bition in natural arm swing movement which may become occurring alongside an increase in neuromuscular fatigue
more of a factor only with faster speeds.42 appeared to support previous research suggesting that an
altered muscle recruitment pattern is indicative of fatigue
PHYSIOLOGY OF LOAD CARRIAGE with a load carriage.53 A study by Epstein and colleagues54
occurred at 54.9 ± 4.8% VO2 max. Investigations of full and partial protective ensembles during a walking proto-
unloaded walking/running and cycling reported a curvilinear col, heat exhaustion occurs at body temperatures ranging
relationship between relative intensity and time to fatigue, between 38.8 and 39.2°C for 75% of participants.69
with a possible threshold above ~45% VO2max.45,55,62,63 U.S. Caldwell and colleagues8 examined the interaction between
Army guidelines, likewise, suggest that the relationship load and cardiovascular strain in soldiers marching in an
between endurance capacity of load carriage tasks and EE are ambient temperature of 36°C with 60% relative humidity
curvilinear.1,45 During self-paced marches between 1 and 3.5 with loads of 2.05 kg (approximately 3%BW) and 9.41 kg
hours in duration, participants limited their speed and there- (approximately 12%BW) at 2.0 and 4.0 km h−1. The 12%
fore EE in order to maintain an aerobic output of less than BW load significantly augmented the rise in core tempera-
45% VO2max, independent of load carried.64,65 Similarly, ture from 0.37°C per hour to 0.51°C per hour (38% faster),
when soldiers marched 204 km over 6 days, they maintained and significantly decreased predicted time to reach theoreti-
an intensity equating to 30–40% of their VO2max.66
There is a scarcity of research examining the biomechan- Linear regression analysis was then used to determine the
ics and physiology of the WRT with load. In a study exam- correlation between Load–Speed Index and %VO2max. A
ining volunteers with fitness levels comparable to army significant correlation was found between Load–Speed Index
recruits, some participants were able to jog an entire 3.2-km and %VO2 max (r = 0.932, F = 408.4, p < 0.001) and analy-
simulated approach march with 32 kg (approximately 39% sis produced the following regression equation: y(%VO2
BW) while some participants walked, with average speeds max) = 0.119 × (Load–Speed Index) + 19.851. The Load–
ranging from 7.7 to 9.1 km h−1.77 In an investigation exam- Speed Index accounted for 86.8% (r2) of the variance in %
ining elite soldiers carrying a 20 kg (approximately 26% VO2max. Next, spline regression analysis was used to define
BW) load, some of the soldiers transitioned to running, threshold values at which there was a change in the slope of
while others maintained a walking gait at 8.4 km h−1.57 This the regression line of the relationship between %VO2max
is a slightly higher pace than the 7.04–8 km h−1 reported as and the Load–Speed index. A significant threshold for change
in slope was found at Load–Speed Index of 260 (p = 0.004),
regression analysis (Fig. 2). A significant threshold for the by examining a wide range of loads that will facilitate a
change in slope was found at the speed of 4.6 km h−1 (p < clearer understanding of speed and load combinations that
0.001), corresponding to the same value of 47% VO2max optimize marching pace and reduce EE.
discovered by the Load–Speed Index spline regression anal-
ysis. There was no significant threshold for load based on
the spline regression (p = 0.832). This is consistent with the REFERENCES
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