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Transcript of An electromyographic study of the pectoralis major in Atelines andHylobates, with special reference...
AMERICAN JOURNAL OF PHYSICAL ANTHROPOLOGY 52:13-25 (1980)
An Electromyographic Study of the Pectoralis Major in Atelines and Hylobates, With Special Reference to the Evolution of a Pars Clavicularis
JACK T. STERN, JR., JAMES P. WELLS, WILLIAM L. JUNGERS, ANDREA K. VANGOR, AND JOHN G. FLEAGLE Department of Anatomical Sciences, Health Sciences Center, State University of New York a t Stony Brook, Long Island, N e w York 1 1 794
KEY WORDS Electromyography, Pectoralis major, Atelines, Hylobates, Evolution
ABSTRACT Among primates there is striking variation in the extent of the origin of pectoralis major from the clavicle. A significant clavicular attachment (pars clavicularis) occurs only inillouattu, Lugothrix, Hylobates, Pan (troglodytes, paniscus andgorilla), and Homo. Interpreting this trait in nonhuman primates as an adaptation to frequent use of a mobile forelimb in climbing and suspension is contraindicated by the absence of a clavicular origin in Ateles andPongo. We have undertaken a telemetered electromyographic study to determine any special role of the most cranial part of the pectoralis major in comparison to its caudal part, and to the deltoid, during vertical climbing, pronograde quadrupedalism, and armswing- ing in Ateles, Lagothrix, Alouatta, andHylobates. The results show that the cranial pectoralis major possesses a role not shared by the caudal fibers: initiation of the recovery phase of the locomotor cycle. When ability to execute rapid or powerful recovery of the adducted forelimb is required in an animal with a shoulder joint lying on a plane cranial to that of the manubrium, the movement will be facilitated if the origin of the pectoralis major is extended onto the clavicle. Such is the case in nonhuman primates possessing this trait. The absence of a clavicular origin in Ateles and Pongo may be related to diminished selective pressures to perfect locomotor modes such as pronograde quadrupedalism, armswinging, or climbing thick vertical trunks, that demand rapid or powerful recovery of the adducted forelimb. If the arboreal ancestor of humans had evolved a clavicular origin of pectoralis major, this animal would be preadapted for certain uses ofthe forelimb in its bipedal descendant.
The anthropoid apes and prehensile-tailed New World monkeys are remarkable among primates for the high degree to which they practice behaviors such as climbing, hanging, and swinging that impose mechanical demands for a mobile forelimb able to resist tensile forces (reviewed in Stern and Oxnard, '73). The same animals share a number of anatomical traits that seem to be adaptations for these special locomotor abilities ( Washburn, '63; Erikson, '63; Oxnard, '67; Stern, '71). In 1963 Ashton and Oxnard published their now classic monograph in which the shoulder musculature of primates was examined in order to identify such adapta- tions. Among the muscles that were charac- terized by functionally interpretable morpho- logical variation was the pectoralis major. Ashton and Oxnard emphasized differences in fiber direction, caudal extent of origin, and rel- ative thickness of the cranial versus the caudal portions of pectoralis major. These were inter- preted as reflecting a dichotomy between use of the forelimb in a low, relatively retracted posi-
tion as is most common in generalized running, jumping, pronograde primates, and use of the forelimb in a raised abducted position, as in the climbing-hanging apes and prehensile-tailed cebids.
One striking variation that Ashton and Ox- nard did not interpret was the extent of the origin of pectoralis major from the clavicle. A noteworthy clavicular origin (pars clavicularis, Fig. 1) occurs solely in anthropoid primatesl, and within this group only among a few genera. Table 1 lists primates according to whether or not they possess a significant clavicular origin of pectoralis major. Interpretation of the dis- tribution is difficult because the anatomical groups seem not to have any clear relation to
James P Wells is presently at West Virginia School of Osteopathic Medicine, Lewisburg, West Virginia 24901
'Jouffroy ('62) reports an attachment of the pectoralis major to the proximal third of the clavicle In Malagasy prosimians, but Ashton and Oxnard ('63i, and our observations on Lemur cutta, L. fu luus. and Propithecus irerreuuxi .ndicate no fibers arising more laterally than the extreme medial end of this bone.
0002-9483/80/5201-0013 $02.60 0 1980 ALAN R. LISS, INC. 13
14 JACK T. STERN, JR., ET AL.
WOOLLY MONKEY SPIDER MONKEY
Fig. 1. The pectoralis major in the spider monkey iAtelesi and woolly monkey tlagothrinl. Note the absence of any attachment to the clavicle in the spider monkey and the presence of an origin from the medial half of the clavicle in the woolly monkey. The only other primates with a significant clavicular origin of pectoralis major are Alouatta, Hylobates, Pan troglodytes, P . paniscus, P . gorilla. and Homo.
TABLE 1. Distribution of Clavicular Origin of Pectoralis Major
Among Primates
Significant clavicular origin present
Howling monkey Woolly monkey Gibbon Siamang Chimpanzee Gorilla Human
No significant clavicular origin
Prosimians Old World monkeys Non-prehensile-tailed
Spider Monkey Orangutan
New World monkeys
locomotor behavior. In particular, the absence of a clavicular origin in spider monkeys and orangutans deters one from explaining its presence as an adaptation to frequent use of the forelimb in arboreal climbing and suspension.
The failure of the classical comparative method to discover the significance of a clavic- ular origin of pectoralis major has prompted us to apply experimental techniques toward a so- lution of this problem. We have undertaken an electromyographic study to discover any spe- cial role of the cranial part of the muscle in relation to its caudal part. To date, the only electromyographic investigation of the pec- toralis major in nonhuman primates has been that of Tuttle and Basmajian ('77, '78) on the three great apes. These authors confined their examination to the sternocostal (caudal) por-
tion of the muscle, observing that it is active in hoisting, is also a regular supporter of the upper body weight, and is probably also a pro- pulsive element during quadrupedal walking. In this paper we present results of a study of both the cranial and caudal pectoralis major, along with the acromiodeltoid, in the spider monkey (Ateles), woolly monkey (Lagothrix), howling monkey (Alouatta), and gibbon (Hylo- hates).
MATERIALS AND METHODS
Subjects The subjects for the electromyographic
experiments were three spider monkeys ( 1 d A . fusciceps, 2 ?A. belzebuth), two woolly mon- keys (1 d a n d 19 L. lagothricha), one howling monkey ( ? A . seniculus), and two gibbons ( l d a n d 19 H.lar.). All subjects were adult (the howling monkey rather aged) showing no obvi- ous pathology. The New World monkeys had been housed in a large enclosure (7.3m x 3.7m x 2.7m) for at least six months prior to study. The gibbons lived in this came cage for approx- imately one month before study. Within the enclosure were a long horizontal tree trunk (7.3m x 9.5cm), placed approximately 60cm above the ground, a long vertical tree trunk (3.7m x 8.5cm), and a 7.3m long ladder with wooden dowel (2.8cm diameter) cross pieces spaced 40cm apart suspended from the roof of
15 EMG OF PECTORALIS MAJOR
the cage. The subjects had become well ac- customed to locomotion on these supports by the time of the experiment. They were induced by means of food reward to locomote on specific substrates. Spider monkeys and gibbons readily engaged in armswinging beneath the ladder. Of the woolly monkeys, only the male would perform “pendular” armswinging; this behavior was infrequent and the wire mesh of the cage roof was the substrate. Climbing the vertical trunk was performed by the spider monkeys, woolly monkeys, and gibbons. In addition, these animals would spontaneously ascend the wire mesh sides of the cage, as would the howling monkey. Pronograde quad- rupedalism along the horizontal branch was practiced by all three monkeys, but not by the gibbons.
METHODS
We employed the technique of telemetered electromyography described by Stern et al. (’77). This technique permits the subjects to locomote freely and naturally without the hin- drance of wires running from the animal to a recording device. Two important modifications were incorporated into this study. One concerns the method by which proper placement of elec- trodes was verified, the other pertains to analy- sis of data.
Electrode Placement In the experiments on spider and woolly
monkeys, we relied on the ease with which the muscles could be palpated to satisfy the de- mand for accurate placement of fine wire elec- trodes. Although the pectoralis major and acromiodeltoid are also easily palpated in howl- ing monkeys and gibbons, we introduced an additional means of verification by passing a small stimulating current through the fine wires following their insertion into the muscle belly (i.e., back-stimulation). Clear contraction of the relevant muscle portion was elicited and served to confirm position of the electrode.
The data presented below were derived from electrodes placed in the following three loca- tions: a) as close as possible to the cranial edge of the pectoralis major half way between its origin and insertion; b) into the caudal edge of the pectoralis major in the anterior axillary fold; c) into the deltoid muscle half way along a line between t h e acromion process of the scapula and deltoid tuberosity of the humerus. Records were also obtained from the portion of the deltoid arising from the lateral end of the clavicle but are omitted here because they do
not add to the resolution of the questions posed in this paper.
Data Analysis Because we were able to study more than one
representative of three of the four genera, and often obtained data for a sizeable number of “step” cycles of each of the locomotor modes, we obtained considerable information about vari- ability ofmuscle recruitment. In order to assess this variability in a more objective manner, the data analysis was modified from that described in Stern et al. (’77). This first involved a techni- cal change in the videotape recording process such that a t the end of every sweep of the oscil- loscope beam the superimposed picture of the subject was deleted and an unobscured image of the previous two seconds of EMG was displayed on the video monitor. A paper copy of this image was reproduced by a Tektronix 4632 video hard copy device. On the paper copy were marked exactly the times when limbs contacted the substrate and when they were in midsupport and midswing. These data were then analyzed by tracing the actual shape of the electromyo- graphic interference pattern with the stylus of NT-501 Sonic Digitizer (Science Accessories Corporation, Southport, Connecticut) and en- tering this information, along with that for locomotor events, into a Hewlett-Packard 9830 computer. The computer constructed a 20 x 20 matrix with the columns representing equal intervals within a phase of support (when the tested limb is in contact with the substrate), or swing (when the tested limb is free of the sub- strate and moving forward to grasp a new hold), and the rows representing equal intervals of level of activity (the maximum being the larg- est burst of EMG observed during the entire experiment). If n samples of activity during a given phase of a given behavior are available and traced with the digitizer stylus, the com- puter fills in a square of the 20 x 20 matrix in every instance when activity occurs in that square. After all n samples have been digitized, the computer calculates the per cent incidence of activity of a given level at a given point in the phase. The result is an output indicating the variability in electromyographic activity. The data for different subjects of the same genus are used to derive a composite picture of variability for that genus. Text figures are reproduced from these composites. Blackened regions indi- cate highly consistent presence of EMG ac- tivity, occurring ?h or more of the time on the average. Enclosed white regions indicate fre- quent but not consistent activity, occurring a t least half of the time in one subject.
JACK T. STERN, JR., ET AL. 16
This method of quantification allows accu- rate assessment of variability in onset and cessation of EMG activity but is somewhat novel in its approach to judging amplitude. What is digitized by our methods is the visual appearance of the EMG burst. The taller this burst appears, the greater will be judged the amplitude of EMG. Such a relationship is to be expected, since larger and more frequent spikes will summate to taller bursts. Nonetheless, in one instance we performed an experiment in which the EMG signal was passed through a full-wave rectifier and averager. Figure 2 presents five EMG bursts of increasing amplitude along with their rectified averaged signals and the shape of these bursts as we would trace them for digitization. It can be seen that the method of tracing yields a picture of relative amplitudes that in general parallels that presented by the averaged signal. We be- lieve our method is as accur.ate as grading ac- tivity into categories of relative amplitude (e.g., nil, negligible, slight, moderate, marked) and is less subjective.
RESULTS
Climbing a Vertical Trunk This mode of locomotion generally elicits the
highest levels of phasic activity, and the re- cruitment patterns during climbing illustrate very clearly the separate roles of the cranial and caudal parts of the pectoralis major (Fig. 3). In Ateles, Lagothrix, and Hylobates the caudal portion of the pectoralis major is propulsive in its action throughout most of the support phase, or pull-up. It is worth noting (although not il- lustrated here) that the level of activity in caudal pectoralis major is substantially less during the support phase of climbing when this activity is performed on the wire-mesh side of the cage rather than on the vertical trunk. Such a difference may be related to the fact that there is reduced adduction at the shoulder dur- ing the pull-up of cage climbing because the animal is not constrained to grasp the substrate directly ventral to its thorax.
The cranial portion of the pectoralis major shares with the caudal portion the ability to adduct and retract the forelimb from the raised position, but, as can be noted for all genera in Fig. 3, the activity in the cranial portion ceases earlier in the support phase due to the fact that its retractive abilities disappear at a relatively more elevated position of the forelimb. Figure 3 also illustrates the fact that the propulsive ac- tivity of the cranial pectoralis major persists
somewhat longer in Ateles, presumably due to the fact that in this animal the sampled fibers arise from the manubrium and not the clavicle, and therefore have an orientation that permits them to exert a retracting moment with the arm in a lower position.
In all three genera, the unique role of the cranial pectoralis major is to initiate the recou- eryphase of the limb as it reaches to grab a new hold higher on the vertical trunk. In the woolly monkey the fibers arising from the clavicle are predominantly active during the recovery, or swing, phase and are almost solely responsible for this movement. By contrast, in the spider monkey, the deltoid plays a major role in recov- ery later in the movement. This distinction is probably related to the different manners in which these animals climb (Fig. 4). The spider monkey tends to hold its arm abducted at the shoulder during the recovery phase of the cycle, whereas the woolly monkey climbs with the forelimb in a relatively adducted position. The basis for this difference might lie in the more lateral orientation of the glenoid in the spider monkey, its greater interglenoid distance rela- tive to diameter of the support, and its longer arms. As a consequence, the spider monkey re- lies more on the deltoid, an abductor, to effect recovery than does the woolly monkey. The dis- tinction is even clearer when these animals climb the wire mesh side of the cage, a behavior demanding less constant adduction. In this cir- cumstance the activity of the cranial pectoralis during recovery is reduced in both Ateles and Lagothrix, but far more so in the former.
In the gibbon, as in the spider monkey, recov- ery phase during climbing involves abduction at the shoulder, and this is reflected by the consistent activity of the deltoid during this phase. However, the cranial pectoralis of the gibbon plays a greater role in recovery than does that of the spider monkey. The explana- tion for this may be: 1) that the fibers arise from the clavicle and therefore have an orientation permitting them to continue protraction up to a more elevated position of the arm; and 2) that the relatively long and heavy forelimb of the gibbon requires the force of both pectoralis major and deltoid to effect recovery.
Pronograde Quadrupedalisrn Along a Branch That the cranial portion of the pectoralis
major has as its unique role flexion of the adducted upper limb is supported by the records of muscle activity during pronograde quad-
RE
CTI
FIE
D
AVER
AGED
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MG
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Fig.
2.
A c
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tw
o m
etho
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f “q
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ng”
the
ampl
itud
e of
EM
G a
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ity.
The
top
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repr
esen
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ical
ly re
ctif
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and
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aged
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epre
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es o
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is p
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SPID
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ONKE
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ralis
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ING
(2
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) (2
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ON
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(2-1
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RT
!- ,UP
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(2-6
)
A
Fig.
3.
Phas
ic a
ctiv
ity o
f cau
dal
pect
oral
is m
ajor
, cra
nial
pec
tora
lis m
ajor
, and
mid
dle
(acr
omio
-) de
ltoid
in
Ate
les,
Lag
othr
zx, a
nd
Hyl
obat
es d
urin
g cl
imbi
ng a
ver
tical
tre
e tr
unk.
Bla
cken
ed a
reas
indi
cate
hig
hly
cons
iste
nt p
rese
nce
of E
MG
act
ivity
; enc
lose
d w
hite
ar
eas i
ndic
ate
freq
uent
but
less
con
sist
ent a
ctiv
ity. T
he h
eigh
ts o
f the
se a
reas
refl
ect a
mpl
itude
of
activ
ity; t
he m
axim
um a
mpl
itud
e ob
serv
ed d
urin
g th
e ex
peri
men
t is
repr
esen
ted
by t
he h
eigh
t of
the
ver
tical
lin
e at
the
begi
nnin
g of
SU
PPO
RT
. Tw
o n
umbe
rs a
ppea
r un
der t
he w
ords
"SU
PPO
RT
' and
"SW
ING
". T
he fi
rst i
s th
e nu
mbe
r of a
nim
als f
rom
whi
ch d
ata
wer
e de
rive
d fo
r thi
s pha
se, t
he se
cond
is
the
num
ber
of p
hase
s (s
uppo
rt o
r sw
ing,
res
pect
ivel
y) d
igiti
zed
to y
ield
the
com
posi
te p
ictu
re o
f ac
tivity
. N
ote
that
alth
ough
the
cra
nial
pec
tora
lis m
ajor
ass
ists
the
caud
al p
ortio
n of
the
mus
cle
in p
ullin
g th
e an
imal
up
duri
ng c
limbi
ng, t
he
uniq
ue r
ole
of t
he c
rani
al f
iber
s ar
e in
the
sw
ing
(rec
over
y) p
hase
of
loco
mot
ion.
EMG OF PECTORALIS MAJOR 19
rupedalism in Ateles, Lagothrix, and Alouatta (Fig. 5). As in climbing the vertical trunk, the function of the caudal portion of pectoralis major is propulsive. Furthermore, in our two woolly monkeys, which move rather quickly, the caudal pectoralis major begins its contrac- tion substantially before touch-down in order to decelerate the swinging limb. In quad- rupedalism along a branch, the special role of the cranial pectoralis is in the recovery phase of the cycle. Figure 5 shows how this role is accen- tuated in woolly monkeys in which the forelimb is more adducted during swing than in the spider moneky (Fig. 6). The deltoid, an abduc- tor, is more consistently active during the re- covery of the limb in Ateles than in Lagothrix. The burst of deltoid activity in the second half of the swing phase in Alouatta is not accompa- nied by abduction of the arm at this point in locomotion. Rather, the acromiodeltoid of howl- ing monkeys acts in swing phase probably as a simple protractor of the limb. This is due to the orientation of the scapula more along the side of a dorso-ventrally deep chest in howling mon- keys. It shares this orientation, but in a less extreme manner, with more typically quad-
rupedal primates such as Old World monkeys and non-prehensile tailed cebids.
Armswinging Although neither portion of the pectoralis
major is active during quiet suspension by the forelimbs, armswinging is characterized by consistent recruitment of this muscle. Figure 7 presents the records of muscle activity during non-richochetal armswinging for Ateles, Lagothrix, and Hylobates2. The data support the conclusion drawn from the other locomotor modes.
The caudal pectoralis is active a t a low level during the support phase ofmovement (our two gibbons differed dramatically in amplitude of activity). Interestingly, in gibbons there also occurs a small burst at the onset of recovery when the hand is just released from the sub- strate. This burst probably provides a brief im- pulse of acceleration to enable a rapid recovery phase.
AOur gibbons also engaged in richochetal armswinging. The diNer- ences In muscle recruitment between this behavior and dower arm- swinging will be the subject of a separate paper.
W O O L L Y MONKEY SPIDER MONKEY Fig. 4. Drawings of the limb positions inLag0thri.x and Ateles during climbing a narrow vertical trunk. Note
that in the swing (recovery) phase of locomotion, the forelimb is held adducted in the woolly monkey but abducted in the spider monkey.
E3 C
(2-4
0)
PR
ON
OG
RA
DE
QU
AD
RU
PE
DA
LIS
M A
LON
G
HO
RIZ
ON
TA
L T
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NK
(1-6
5)
Caud
al 1
Pect
oral
is
(1-6
4)
I I
R r
Major
/-
SU
PP
OR
T (2
-79
)
Cran
ial
Pec t
ora I
is
SWIN
G
(2-8
3)
Majo
r
Midd
le
Delto
id
SWIN
G
( 3- 6
7)
SU
PP
OR
T (2
-48
)
WOO
LLY
MONK
EY
HOW
LING
MON
KEY
SWIN
G
(1-39)
SU
PP
OR
T 1 (1-2
7)
UP
PO
RT
(2-5
5)
I I
.e
II
I
I
UP
PO
RT
(2-3
8)
21/41
Fig.
5.
Phas
ic a
ctiv
ity
of c
auda
l pec
tora
lis m
ajor
, cra
nial
pec
tora
lis m
ajor
, and
mid
dle
(acr
omio
-) de
ltoid
in
Ate
les,
Lug
othr
ix, a
nd
Alo
uattn
dur
ing
pron
ogra
de q
uadr
uped
alis
m a
long
a h
oriz
onta
l tr
ee tr
unk
(see
lege
nd to
Fig
. 3 fo
r exp
lana
tion
of s
ymbo
ls).
Thi
s fig
ure
has b
een
cons
truc
ted
so th
at m
idsu
ppor
t cor
resp
onds
to p
lace
men
t of t
he sh
ould
er d
irec
tly
abov
e th
e w
rist
and
mid
swin
g to
pla
cem
ent o
f th
e w
rist
dir
ectly
ben
eath
the
sho
ulde
r.
Not
e th
at th
e sp
ecia
l rol
e of
the
cra
nial
pec
tora
lis
maj
or is
in th
e sw
ing
(rec
over
y) ph
ase
of th
e lo
com
otor
cyc
le, a
s was
als
o th
e ca
se fo
r ve
rtic
al c
limbi
ng.
EMG OF PECTORALIS MAJOR 21
W O O L L Y M O N K E Y SPIDER M O N K E Y Fig. 6. Drawings of the limb position in Lugothrix and Ateles during pronograde quadrupedalism along a
horizontal tree trunk. Note that in the swing (recovery) phase of the locomotor cycle, the forelimb is held adducted in the woolly monkey but partially abducted in the spider monkey.
During armswinging the cranial pectoralis major appears to serve different roles in the three different genera. In the spider monkey, this muscle segment frequently (but not consis- tently) contracts in the vicinity of midswing to promote elevation of the limb. However, the major work of forelimb elevation occurs later in the recovery and is effected by the deltoid. The data for Lagothrix are sparse, but suggest a rather complicated recovery stroke involving a reciprocal interaction between deltoid and cra- nial pectoralis major.
Hylobates, the primate arm-swinger par ex- cellence, differs from the New World genera in possessing consistent support phase activity of cranial pectoralis major. The burst at the onset of this phase occurs in both gibbons and spider monkeys, but more consistently in the former. This may be attributed to shock-absorption at touch-down, although it is possible to interpret this as evidence for a regulated abduction of the shoulder under the influence of gravity. More interesting is the regular burst of cranial pec- toralis activity in the gibbon just after midsup- port. An accentuation of caudal pectoralis ac- tivity is also seen a t this time and both are related to a pull-up (Fig. 8) which occurs in the
gibbon at this point during amswinging. Such a pull-up serves to elevate the center of gravity to enable the animal to rise higher a t the end of the support phase for the purpose of permitting a greater drop, and thus greater acceleration due to gravity, during the next following cycle (Fleagle, '77).
The greatest amplitude of cranial pectoralis major activity during armswinging in the gib- bon occurs a t midswing. Tnis burst is essential to effect a rapid recovery of the long forelimb, which is adducted a t the shoulder and flexed a t the elbow to diminish moment of inertia. It can be seen from Figure 8 that the recovery phase of the spider monkey does not involve the attempt to reduce moment of inertia that characterizes gibbons. This, along with the absence of the initial impulse provided by the caudal pec- toralis major, implies a more loosely pro- grammed recovery phase in the spider monkey. The two genera do resemble one another in the role of deltoid to produce the terminal move- ment of recovery.
DISCUSSION
Electromyographic records of the pectoralis major in Ateles, Lagothrix, Alouatta, and Hylo-
SPID
ER M
ONKE
Y S
UP
PO
RT
I S
WIN
G
me
l) I
Caud
al P
Pct
oral
ii
Majo
r
k
iUP
PO
RT
S
WIN
G
(3-4
4)
(3-4
91
AR
M S
WIN
GIN
G
WOOL
LY M
ONKE
Y S
UP
PO
RT
S
WIN
G
(1-1
1)
(1-9
)
I
SW
lNC
(1
-12)
SU
PP
OR
T (1
-5)
GIBB
ON
SU
PP
OR
T
SW
ING
(2
-17)
(2
-23
)
I
SU
PP
OR
T
(2-3
2)
SW
ING
(2
-45)
1
SU
PP
OR
T (2
-11)
Fig.
7.
Phas
ic a
ctiv
ity
of c
auda
l pec
tora
lis m
ajor
, cra
nial
pec
tora
lis m
ajor
, and
mid
dle
(acr
omio
-) de
ltoid
in
Ale
les,
Lug
othr
zx, a
nd
Hyl
obut
es (
see l
egen
d to
Fig
. 3 fo
r exp
lana
tion
of s
ymbo
ls).
Thi
s fig
ure
has b
een
cons
truc
ted
so th
at m
idsu
ppor
t cor
resp
onds
to p
lace
men
t of
the
shou
lder
dir
ectl
y be
neat
h th
e po
int o
f sup
port
and
mid
swin
g co
rres
pond
s to
pla
cem
ent o
f the
elb
ow d
irec
tly
bene
ath
the
shou
lder
(s
ee F
ig. 8
).
Not
e th
at in
the
gibb
on, t
he cr
ania
l pec
tora
lis m
ajor
has
a sp
ecia
l rol
e in
the
swin
g (r
ecov
ery)
phas
e of
the
loco
mot
or c
ycle
. Add
ition
ally
it
join
s w
ith
seve
ral
othe
r m
uscl
es (
not i
llus
trat
ed h
ere)
in e
ffec
ting
a pu
ll-u
p ju
st a
fter
mid
supp
ort.
The
lat
e su
ppor
t an
d m
idsw
ing
phas
es o
f ac
tivi
ty o
f cr
ania
l pe
ctor
alis
maj
or a
re o
nly
inco
nsis
tent
ly p
rese
nt i
n sp
ider
mon
keys
.
EMG OF PECTORALIS MAJOR 23
SPIDER MONKEY
1 2 3 4 5
GIBBON
2 3 4 5 c_
1
Fig. 8. Drawings of limb positions during armswinging inAteles and Hylobates. 1 = onset of right limb support phase, 2 = midsupport by right forelimb, 3 = end of right limb support phase, 4 = midswing of right forelimb, 5 = onset of right limb support phase.
Though several differences are illustrated, ofgreatest significance for the present study are: 1) the pull-up executed by the gibbon in the second half of the support phase; and 2) the adducted arm and flexed forearm of the gibbon during swing phase. Both behaviors represent part of a "perfected'mechanism for armswinging. The first serves to elevate the center ofgravity to enable the animal to rise higher a t the end of support phase for the purpose of permitting a greater drop, and thus greater acceleration due to gravity, during the following cycle (Fleagle, '77). The position of the forelimb during swing phase reduces its moment of inertia and enables a rapid execution of recovery.
bates during vertical climbing, pronograde quadrupedalism, and armswinging demon- strate that although the cranial portion of the muscle assists the caudal portion during re- traction of the previously protracted (elevated) forelimb, the unique role of the cranial portion is for flexion of the adducted forelimb as re- quired in the recovery phase of the locomotor cycle. Does knowledge of this unique role help us to explain why in some primates the origin of the pectoralis major has extended far onto the
clavicle,whereas in others an attachment to the manubrium suffices?
A clavicular origin of pectoralis major might be necessary to promote flexion of the forelimb in animals in which the humeral insertion of the muscle is on the same transverse plane as, or cranial to, the manubrium. Such will be the case during much of the locomotor cycle in pri- mates that have a shoulder joint cranial to the level of the manubrium. Schultz ('26, '33, '56) provides values of a
" l JACK T. STERN, JR., ET AL L4
ratio called relative shoulder height, which is calculated by dividing the distance between the suprasternal notch and inter- acromial line by the anterior t runk height, then multiplying by 100. The larger the value of this index, the more cranial is the shoulder joint relative to the manubrium. Schultz notes that high values characterize the apes (Hylobates = 13, Pongo = 16, Pan troglo- dytes = 17, P. gorilla = 13), spider monkeys (Ateles = lo), and howling monkeys (Alouatta = 131, whereas a low value (51, indicating a shoulderjoint near the same level as the manu- brium, characterizes Old World monkeys and Saimiri. Figure 3 of the monograph by Schultz ('56) indicates a similarity between Old World monkeys and prosimians. Our measurements on one spider monkey, two woolly monkeys, and one howler, all under anesthesia, yield values for the shoulder height index of 16, 13, and 11 respectively for these genera. An additional line of evidence is provided by Jen- kins, et al. ('78) who demonstrated radio- graphically that the level of the shoulder joint lies far cranial to the sternoclavicular joint in Ateles during hanging by the forelimb, whereas in Macaca, Cercopithecus, and Saimiri even this behavior is insufficient to displace the joint cranially.
The distribution of a cranially displaced shoulderjoint suggests very strongly that it is a trait associated with remodelling of the shoul- der complex for the enhanced mobility required by primates that employ their upper limb in climbing and suspension.:'
Among nonhuman primates, it is only those with cranially displaced shoulder joints that possess a significant clavicular origin of pec- toralis major. Nonetheless, within this group, the spider monkey and orangutan have not evolved this trait. The explanation for the ab- sence of a clavicular origin of pectoralis major inAteles and Pongo may be that the behavior of these animals does not demand particular facil- ity for flexion of the adducted forelimb. Such facility is required for rapid pronograde pro- gression either in the trees (Alouatta, Lago- thrix) or on the ground (P. troglodytes, P. panis- cus, P. gorilla). It is probably necessary for the ascent of thick tree trunks, a behavior espe- cially important for chimpanzees (Kortlandt, '75) and bonobos (R. Susman, personal com- munication). In this regard it is interesting to note that such behavior is less significant for gorillas, and that gorillas possess a less exten- sive clavicular origin of pectoralis major than
"However, Schultz 1'26) attributes the obliquity of the clavicles among howling monkeys to the presence of a greatly enlarged hyold apparatus.
do chimpanzees (Ashton and Oxnard, '63). Fi- nally, flexion of the adducted forelimb appears to be a vital element of perfected armswinging as demonstrated by Hylobates.
Field studies of the spider monkey (Mitter- meier and Fleagle, '76; Mittermeier, '78) and orangutan (MacKinnon, '74) indicate that these species practice pronograde quad- rupedalism less frequently and either less speedily or more awkwardly than most pri- mates. The same studies give no indication that ascent of thick vertical trunks is an habitual positional behavior of selective importance, as has been argued for chimpanzees and bonobos. Furthermore, armswinging in the orangutan is uncommon and the forelimb does not swing be- neath the shoulder during recovery. The very presence of a prehensile tail in Ateles may be the single most important factor reducing the demand for mechanical perfection of arm- swinging. If this animal fails to reach the next support in adequate time, its safety is insured by the grasp of the tail.
These considerations lead us to conclude that evolution of a cranial origin of the pectoralis major in nonhuman primates is a response to demands for strength or rapidity of flexion of the adducted forelimb in animals having undergone morphologic reconstruction of the shoulder to enhance upper limb mobility. Al- though the new muscular attachment has evolved in nonhuman primates only among those genera that practice behaviors emphasiz- ing a mobile forelimb able to resist tensile forces, the need for this attachment is not re- lated to use of the forelimb under tension in the abducted elevated position. Instead, a clavicu- lar origin of pectoralis major may be viewed as compensating for the remodeling of the shoul- der associated with these behaviors. It is a strength of the experimental method that it can elucidate such complex evolutionary mecha- nisms.
A final consideration is whether or not studies of the cranial pectoralis major in nonhuman primates can shed light on the evolution of Homo, one of those rare primates with an extensive clavicular origin. Modern adult Caucasians have a relative shoulder height index less than 1 (Schultz, '26), i.e., their shoulder joint is on the same level as the manu- brium. However, there is an ontogenetic de- scent of the shoulder to achieve this state. Schultz concluded that the fetal condition suggests the existence of a high shoulder in the human ancestor. One could speculate that a clavicular origin of pectoralis major was an- other characteristic of this ancestor.
Even if the clavicular origin of pectoralis
EMG OF PECTORALIS MAJOR 25
major in humans is a retention of a t ra i t evolved in a n arboreal sett ing, t h e d a t a presented here do not point to one particular behavior that must have been practiced in our past. A clavicular origin of pectoralis major seems to serve as the “ideal morphology” for more than one behavior. It may have evolved to meet the demands of brachiation in gibbons and pronograde quadrupedalism in certain prehensile-tailed cebids and African apes. Fur- ther impetus to evolution of this trait in chim- panzees and bonobos can be attributed to the importance for these animals of climbing thick vertical trunks. The presence of a clavicular origin of pectoralis major in the arboreal ances- tor of humans would imply a shoulder remod- eled for mobility, as has been suggested on numerous other grounds (Washburn, ‘63; Ox- nard, ’69), and would detract from any sugges- tion that portrays this ancestor as being as completely devoted to quadrumanous climbing as the modern orangutan.
Having a relatively low shoulder joint, m d - ern humans might not be expected to need a clavicular pectoralis major. This muscle is still a flexor of the adducted forelimb (see Basma- jian, ’781, but it might be thought that a man- ubrial attachment would suffice. The distinct advantage of a clavicular origin in humans probably is not related to the early stages of forelimb flexion, as in nonhuman primates, but to one or both of the following requirements: 1) the ability to resist extension of the mark- edly flexed arm; 2) the ability to powerfully adduct the arm without simultaneous exten- sion. The first of these behaviors is an essential element of forelimb use in carrying large ob- jects. The second is a component of the move- ment involved in throwing. Permitting our- selves to engage in extreme speculation, we conclude that the existence of a clavicular ori- gin of pectoralis major in a human ancestor might be a preadaptation to the ways in which the forelimb would be used in a bipedal de- scendant.
ACKNOWLEDGMENTS
Invaluable technical assistance was ren- dered by Marcy Koltun, William Korosh, and Lorraine Rice. The illustrations were lovingly prepared by Lucille Betti. Our special thanks go to Dr. Robert Gossette, Hofstra University, who so generously permitted us to conduct ex- periments on his two gibbons, and to the Los Angeles Zoo for providing a specimen of the red howler. This study was supported by NSF Re- search grant BNS 76831141201.
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