Muscle Function in Movement: Lines of Pull, Synergies, and Compensation

Capítulo 4

Estimated reading time: 12 minutes

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1) Lines of pull and moment arms

Muscle anatomy drives movement because a muscle’s line of pull (the direction of its tendon force) and its moment arm (the perpendicular distance from the joint axis to that line of pull) determine the torque it can create. In practice, this explains why two muscles that “cross the same joint” can produce very different movement effects and why joint position changes strength.

Line of pull: what the muscle is trying to do

A muscle’s pull can be decomposed into components: one that tends to rotate the segment (creates torque) and one that tends to compress or shear the joint. When the line of pull is close to perpendicular to the bone, more of the force contributes to rotation; when it is more parallel, more contributes to compression/stability (or shear, depending on direction).

  • Example (elbow flexors): Biceps brachii is a strong elbow flexor but also a powerful supinator because its line of pull wraps to the radial tuberosity. Brachialis has a line of pull that is almost purely flexion regardless of forearm position, so it is often the “workhorse” flexor.
  • Example (hip abductors): Gluteus medius/minimus pull laterally from the ilium to the greater trochanter, creating abduction torque and a strong pelvic stabilization effect in single-leg stance.

Moment arms: why joint angle changes strength

The same muscle can be strong in one range and weak in another because its moment arm changes with joint angle. Clinically, this shows up as “strong mid-range but weak end-range” patterns that are mechanical rather than purely neurological.

  • Example (shoulder abduction): Deltoid’s moment arm increases after the initial degrees of abduction; supraspinatus contributes early because its line of pull and moment arm are favorable near the start range.
  • Example (knee extension): Quadriceps torque varies across the arc because the patella changes the quadriceps moment arm; symptoms and compensation may appear at specific angles (e.g., difficulty rising from a chair vs difficulty locking out).

Practical step-by-step: using line of pull and moment arm in reasoning

  1. Define the task and joint position: note the angles where symptoms or failure occurs (e.g., last 20° of shoulder elevation, mid-stance in gait).
  2. Identify the intended joint torques: what rotations must occur and what must be controlled (e.g., hip abduction torque to prevent pelvic drop).
  3. List candidate muscles by line of pull: include muscles that can create the torque and those that can oppose unwanted motion.
  4. Check mechanical advantage: consider whether the muscle’s moment arm is favorable in that range; if not, expect substitution by a muscle with a better moment arm.
  5. Predict compensation: if the prime mover is disadvantaged or weak, what other muscle can produce a similar torque, and what “extra motion” will it introduce (e.g., hip hiking, trunk lean, scapular elevation)?

2) Synergists, stabilizers, and force couples

Functional movement is rarely a single muscle acting alone. The nervous system organizes muscles into roles: prime movers (produce the main torque), synergists (assist or refine the motion), and stabilizers (create a stable base so the prime movers can work efficiently). A force couple occurs when two or more muscles pull in different directions but create a common rotation with minimal translation.

Scapular upward rotation force couple (classic clinical example)

During arm elevation, the scapula must upwardly rotate and posteriorly tilt to maintain subacromial clearance and optimize glenohumeral mechanics. A common force couple is:

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  • Serratus anterior (especially lower fibers): protraction and upward rotation; contributes to posterior tilt and stable scapular contact with the thorax.
  • Upper trapezius: elevates and upwardly rotates (but can over-elevate if dominant).
  • Lower trapezius: upward rotation and posterior tilt; counters excessive elevation/anterior tilt.

If serratus anterior underperforms, the system often substitutes with upper trapezius dominance, producing visible scapular elevation, early shrugging, and reduced posterior tilt during elevation.

Hip abductor stabilization in gait (pelvic control in single-leg stance)

In mid-stance, body weight creates an external adduction moment at the stance hip, tending to drop the pelvis on the swing side. The hip abductors (gluteus medius/minimus, assisted by TFL) generate an internal abduction moment to keep the pelvis level. When this system underperforms, common strategies include:

  • Trunk lean toward stance side to reduce the external moment arm of body weight (compensatory “lateral trunk lean”).
  • Pelvic drop on swing side (Trendelenburg sign) if compensation is insufficient.
  • Overuse of TFL with increased hip internal rotation/adduction tendencies, potentially altering knee mechanics.

Stabilizers: the “quiet” muscles that prevent energy leaks

Stabilizers often work isometrically or with small excursions. When they fail, prime movers may still generate force, but the movement becomes inefficient or painful because force is lost into unwanted translation or rotation.

  • Example (shoulder): Rotator cuff stabilizes the humeral head (compression and centering) while deltoid elevates. If cuff control is reduced, deltoid’s superior pull can translate the humeral head upward, provoking symptoms and altering scapular strategy.
  • Example (lumbopelvic control): During hip extension tasks, inadequate trunk/pelvic stabilization can lead to lumbar extension substitution, making the task look “strong” while shifting load to the spine.

3) Length-tension and why some muscles overwork when others underperform

The length-tension relationship describes how a muscle’s force capacity depends on its length. Near an optimal mid-length, actin-myosin overlap is favorable and force is higher; at very short or very long lengths, force drops. In movement, this means a muscle can appear “weak” in a specific range because it is too shortened or too lengthened, not because it lacks neural drive.

How length-tension drives compensations

  • Shortened prime mover: If a muscle is already shortened at the start of a task, it may have reduced force potential and recruit synergists earlier. Example: hip flexors that are short can reduce effective hip extension in gait; the system may increase lumbar extension or anterior pelvic tilt to achieve stride length.
  • Lengthened prime mover: If a muscle is chronically lengthened (e.g., due to posture or motor pattern), it may operate on a weaker part of the curve and fatigue quickly. Synergists then “take over,” often with less desirable joint effects.
  • Two-joint muscle conflicts: Biarticular muscles can be placed at a disadvantage when both joints position them in the same direction (too short or too long). Example: hamstrings may be lengthened at hip flexion and knee extension; during a straight-leg raise, the nervous system may limit range or substitute pelvic motion to avoid excessive strain.

Overwork patterns you can predict clinically

When a stabilizer underperforms, a superficial muscle often increases activity to create a sense of stability, but at a cost (compression, altered kinematics, fatigue).

  • Upper trapezius overwork when serratus anterior/lower trapezius are insufficient: early shrugging, neck tension during reaching, reduced endurance overhead.
  • Tensor fasciae latae overwork when posterior-lateral hip abductors are insufficient: hip internal rotation/adduction bias during single-leg tasks, lateral hip tightness, altered knee tracking.
  • Lumbar extensors overwork when hip extensors or trunk stabilizers are poorly coordinated: “hinging” through the lumbar spine during bridging, sit-to-stand, or lifting patterns.

Practical step-by-step: linking length-tension to what you see

  1. Identify the range where control fails: early range, mid-range, or end-range.
  2. Ask: is the target muscle shortened or lengthened there? consider joint positions and whether the muscle crosses one or two joints.
  3. Check for synergist dominance signs: visible substitution (shrug, trunk lean), early fatigue, cramping in a non-target muscle.
  4. Confirm with a length check and a resisted test in multiple angles: compare strength in mid-range vs end-range to see if mechanics/length are driving the deficit.

4) How to choose and sequence tests: observation, resisted testing, functional tasks, and muscle length checks

Efficient assessment sequences reduce guesswork. The goal is to identify whether the main limitation is (a) motor control/coordination, (b) force production, (c) endurance, (d) muscle length, or (e) a compensation strategy that is masking the true deficit.

Step 1: Observation (static and dynamic)

Observation is where you spot compensation signatures before you “bias” the system with manual resistance.

  • Static: resting scapular position (elevation, winging), pelvic level, femoral rotation tendencies, rib flare/lumbar extension posture.
  • Dynamic: arm elevation (scapular rhythm, shrug timing), single-leg stance (pelvic drop, trunk lean), squat/step-down (knee valgus pattern, trunk strategy), gait (pelvic control, stride symmetry).

Practical tip: watch the first 2–3 repetitions and the last 2–3 repetitions. Early compensations suggest motor control; late compensations suggest endurance limitations.

Step 2: Functional task testing (choose tasks that load the suspected system)

Functional tasks reveal whether the synergy works under realistic load and speed.

  • Scapular system: repeated overhead reach, wall slide with lift-off, loaded carry with arm elevation bias.
  • Hip abductor system: single-leg stance time, step-down quality, walking with speed change, lateral step/side plank variations.

Record: pain, range, quality (smooth vs shaky), and compensation (shrug, trunk lean, pelvic drop, rotation).

Step 3: Resisted testing (confirm prime mover vs stabilizer roles)

Use resisted tests to differentiate “can’t produce torque” from “can’t control the segment.” Test in positions that either support the body (to reduce stabilization demand) or challenge it (to expose stabilizer deficits).

  • Prime mover emphasis: stabilize proximal segment, apply resistance along the expected line of pull, test mid-range first, then angle-specific ranges where the task fails.
  • Stabilizer emphasis: reduce external load but increase control demand (e.g., closed-chain or long-lever positions), look for tremor, loss of alignment, breath holding, or substitution.

Angle strategy: if a muscle seems “strong” in one position but fails in the task, retest at the joint angles where the task breaks down to account for moment arm and length-tension effects.

Step 4: Muscle length checks (interpret in context)

Muscle length checks help decide whether a compensation is driven by stiffness/shortness or by motor strategy. A short muscle can bias joint position and reduce available range for the intended movers; a lengthened muscle can appear inhibited and be replaced by synergists.

  • When to prioritize length checks: when you see early range limitation, a consistent postural bias, or a repeated “end-range substitution” (e.g., lumbar extension to gain hip extension).
  • How to integrate: if a length restriction is present, retest the functional task after a brief positional correction or cueing; immediate change suggests a strong mechanical contribution.

Putting it together: a simple decision flow

1) Observe task → identify compensation signature + range where it appears  2) Choose 1–2 functional tasks that reproduce it  3) Resisted test: prime mover(s) at relevant angles + key stabilizers  4) Muscle length checks for likely limiting tissues  5) Re-test the task with a cue or minor modification to confirm hypothesis

Tables: movements, prime movers, key stabilizers, and likely compensation signs

Upper quarter (scapula and shoulder)

Movement / TaskPrime moversKey stabilizers / force couplesLikely compensation signs
Arm elevation (flexion/abduction)Deltoid; supraspinatus (early range)Rotator cuff (humeral head centering); serratus anterior + upper/lower trapezius (upward rotation + posterior tilt)Early shoulder shrug; scapular winging; reduced upward rotation; trunk extension to “get overhead”
Scapular upward rotation (during reach)Serratus anterior; upper & lower trapeziusMiddle trapezius/rhomboids for controlled retraction; rotator cuff for GH stabilityDominant upper trapezius (neck tension); scapular elevation without posterior tilt; medial border winging
Shoulder external rotation (arm at side)Infraspinatus; teres minorScapular stabilizers (serratus anterior, mid/lower trapezius); posterior cuff synergyScapular retraction substitution; elbow extension/abduction drift; wrist extension “effort” sign
Push-up / closed-chain shoulder loadingPectoralis major; tricepsSerratus anterior (scapular control); rotator cuff (compression); trunk stabilizers for force transferScapular winging; anterior shoulder translation feel; lumbar sag/extension to offload shoulder

Lower quarter (hip, knee, gait-related control)

Movement / TaskPrime moversKey stabilizers / force couplesLikely compensation signs
Single-leg stance / mid-stance in gaitHip abductors (gluteus medius/minimus)Lateral trunk stabilizers; deep hip rotators for femoral control; foot intrinsics for base stabilityPelvic drop (contralateral); trunk lean toward stance; hip adduction/internal rotation drift
Hip extension (bridge, step-up)Gluteus maximus; hamstrings (synergy)Trunk/pelvic stabilizers to prevent lumbar extension; hip abductors for frontal plane controlLumbar extension/arching; hamstring cramp dominance; pelvis rotates or drops in single-leg bridge
Squat / sit-to-standQuadriceps; gluteus maximusHip abductors/external rotators for knee alignment; trunk stabilizers for forward lean controlKnee valgus pattern; excessive forward trunk lean; heels lift (ankle strategy) or weight shift to one side
Step-down (eccentric control)Quadriceps (eccentric); hip abductors (pelvic control)Gluteus medius/minimus + deep rotators (femoral control); foot/ankle stabilizersPelvic drop; knee collapses medially; trunk rotation/lean; foot pronation collapse as a strategy

Trunk and lumbopelvic transfer (common “energy leak” patterns)

Movement / TaskPrime moversKey stabilizersLikely compensation signs
Hip hinge / lifting patternGluteus maximus; hamstringsAbdominal wall coordination; spinal extensors endurance; latissimus dorsi as a force-transfer linkEarly lumbar flexion or excessive lumbar extension; knees drift forward to avoid hip loading; breath holding/bracing without control
Rotation control (walking, turning)Obliques (task-dependent); hip rotatorsMultifidus and segmental control; gluteus medius for pelvic stabilityPelvis rotates excessively; rib flare; stride asymmetry; foot turnout to gain stability

Quick clinical pairing: compensation sign → likely underperformer

Observed signMost likely underperforming roleCommon overworkerWhat to test next
Early shrug during arm elevationScapular upward rotation/posterior tilt control (serratus anterior, lower trapezius)Upper trapezius/levator scapulaeWall slide quality; serratus-focused resisted protraction/upward rotation; lower trap endurance
Pelvic drop in single-leg stanceHip abductor stabilizationQuadratus lumborum (hip hike) or trunk lean strategySingle-leg stance time/quality; hip abductor resisted test; step-down control
Lumbar extension during bridging/hip extensionLumbopelvic stabilization and/or glute max contributionLumbar extensors; hamstringsBridge with posterior pelvic tilt cue; glute max strength at relevant hip angles; hip flexor length check
Knee valgus during squat/step-downHip abductors/external rotators control; foot tripod stabilityTFL/adductors; pronation strategyStep-down with alignment cue; hip abductor endurance; foot intrinsic control task

Now answer the exercise about the content:

During arm elevation, serratus anterior underperformance most commonly leads to which visible compensation pattern?

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If serratus anterior underperforms during elevation, the system often substitutes with upper trapezius dominance, causing early shrugging/scapular elevation and less posterior tilt.

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