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CONCURRENT VALIDITY OF FOUR CLINICAL TESTS

USED TO MEASURE HAMSTRING FLEXIBILITY


D. SCOTT DAVIS, RICH O. QUINN, CHRIS T. WHITEMAN, JASON D. WILLIAMS, AND COREY R. YOUNG
Division of Physical Therapy, Department of Human Performance and Exercise Science, West Virginia University, Morgantown,
West Virginia

ABSTRACT evidence. In order for a test to be clinically meaningful, the test


must possess a high degree of reliability and validity (26). The
The purpose of this study was to examine the concurrent validity of
purpose of this investigation was to examine the concurrent
4 clinical tests used to measure hamstring muscle length. A pilot
validity of these 4 measures of hamstring muscle length.
study (N = 10) was conducted to determine the intratester
The KEA test is performed with the patient lying supine with
reliability of 4 hamstring length measures: knee extension angle
both lower extremities extended. The tester flexes the
(KEA), sacral angle (SA), straight leg raise (SLR), and sit and reach ipsilateral hip to 90° and maintains this angle while the
(SR). The pilot investigation revealed good to excellent intratester ipsilateral knee is passively extended. The contralateral lower
reliability (intraclass correlation coefficient = 0.92–0.95) for each extremity is stabilized on the examination plinth. Clinically, the
of the 4 tests. Eighty-one subjects (42 men and 39 women) endpoint is reached when either the tester feels slight resistance
participated in the main investigation. Subjects were randomly or the subject reports a strong but tolerable stretching sensation
tested for each of 4 assessments of hamstring length. Concurrent in the hamstring musculature. Using either a universal goni-
validity was determined using linear regression, correlation, and k ometer or two gravity inclinometers, the tester can measure the
statistics. Correlation coefficients corresponding to the concurrent KEA, which is the degree of knee flexion from terminal knee
validity of the six combinations of the 4 clinical tests revealed poor extension. Alternatively, the tester can measure the obtuse
to fair correlation (r = 0.45–0.65). The correlation coefficients for adjacent angle measured between the femur and the tibia. The
each pair from greatest to least were SR-SA= 0.65, SLR-SR = later angle is called the popliteal angle (PA). The sum of the
0.65, KEA-SLR = 0.63, KEA-SR = 0.57, SLR-SA = 0.50, and KEA and the PA is 180°. The KEA test and the associated PA
test have been used extensively in the literature as a measure of
KEA-SA = 0.45. Despite the common clinical use of these
hamstring muscle length (2–4,7,12). The intratester reliability
measures to assess hamstring length, these tests do not have
of the KEA test has been reported to be 0.99 (11,29). A KEA of
sufficient concurrent validity to be used interchangeably or to
20° has been defined as a cutoff score indicating hamstring
assume that they each measure the same construct (hamstring
muscle tightness (7). Therefore, a KEA .20° indicates
length). Based on the results of this investigation and a review of hamstring muscle tightness.
the literature, the authors recommend that researchers, clinicians, The SLR test is performed with the patient lying supine
and strength and conditioning specialists adopt the KEA test as with both lower extremities extended. While maintaining the
the gold standard measure for hamstring muscle length. contralateral lower extremity on the examination plinth, the
examiner passively lifts the ipsilateral lower extremity by
KEY WORDS assessment, examination, muscle length
flexing the hip joint. The ipsilateral knee is maintained in full
extension throughout the test. The ankle is maintained in
INTRODUCTION
slight plantarflexion throughout the test to avoid adverse

T
he literature describes 4 common methods of neural tension (10). At the end of the available range of
assessing hamstring muscle length (2–25,28,29). motion, the hip joint angle is measured with either a universal
These include the knee extension angle (KEA) test, goniometer or a gravity inclinometer. Previous research using
the sacral angle (SA) test, the straight leg raise a gravity inclinometer reported the intratester reliability of
(SLR) test, and the sit-and-reach (SR) test. The choice of the SLR test to be .0.97 (14,22). A SLR of 80° has been
which test to use is often based on examiner preference, ease of suggested as a cutoff score to indicate hamstring muscle
use, professional discipline, or tradition rather than scientific tightness (19). Therefore, a SLR measurement ,80°
indicates hamstring muscle tightness.
Address correspondence to D. Scott Davis, dsdavis@hsc.wvu.edu. The SLR test is an attempt to indirectly measure the
22(2)/583–588 functional excursion of the hamstring muscle group; however,
Journal of Strength and Conditioning Research several confounding variables have been identified in the
Ó 2008 National Strength and Conditioning Association literature. These variables include the possibility of neural

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Concurrent Validity of Four Clinical Tests

stretch, stretching of the hip joint capsule, inconsistency in biomechanical differences among the 4 tests, it was hypoth-
pelvic position, contralateral hip flexor tightness, and esized that there would be sufficient variability among the
limitations of motion due to fascial connections between tests to result in weak concurrent validity. Before recruiting
the posterior cruel fascia and the fascia of the posterior thigh the subjects, the investigation was approved by the Uni-
(5,6,10,12). versity’s Institutional Review Board for the Protection of
The SR test has many variations, but they are all derived Human Subjects.
from the classic test (13,15–25). The classic SR test requires
Subjects
a measuring box with a mounted ruler. The subject sits on the
The subjects (N = 81) were 42 college-age men (age, 23.6 6
floor or examination plinth with both knees extended and the
4.1 years) and 39 college-age women (age, 24.1 6 4.3 years).
feet flat against the device. The subject is then asked to reach
Initially, 117 subjects were recruited to participate in this
forward over the measuring device and hold this position for
investigation; however, 36 subjects were excluded based on
2 seconds. Referencing the plantar surface of the feet (zero),
previous medical conditions identified in the exclusion
the median distance for young adults 20 to 29 years of age is
questionnaire. Subjects were also excluded if they were
5 and 8 cm for men and women, respectively (1). Several
found to have a KEA ,10° in order to exclude those subjects
variations of the classic SR have been proposed and exam-
with hyperflexibility.
ined in the literature. These include the modified SR test, the
All participants were asked to complete a medical history
V SR test, and the modified back saver SR test (13,15–25).
questionnaire. Exclusion criteria consisted of previous or
The intratester reliability of the classic SR test was reported
current complaints of numbness, tingling, or burning in their
to be 0.98 (27).
arms or legs; neck or back injury/pain within the past 2 years;
Kendall and colleagues (19) advocate a modified version of
circulatory or neurological complaints; or lower extremity
the SR test, called the SA test, which is intended to eliminate
fracture. Before testing commenced, the procedures were
many of the confounding variables associated with the SR test.
explained to each participant by one of the investigators and
Kendall et al. (19) propose that the angle of the sacrum relative
each subject was required to sign a consent form.
to the examination plinth should be used instead of measuring
the distance that the subject is able to reach relative to his or Procedures
her feet. According to Kendall et al. (19), normal hamstring Pilot study. A pilot investigation was conducted before the
length is achieved when a sacral angle of $80° relative to the main investigation to establish the intratester reliability of the
supporting surface is achieved. They suggest that this test 4 hamstring length measures (KEA, SA, SLR, and SR). The
eliminates the influence of lumbar spine range of motion and KEA test was performed by having the subject lie on his or her
anthropometric issues related to the length of the arms, trunk, back with the hips and knees fully extended. Gravity
and lower extremities. Kendall and colleagues (19) suggest that inclinometers (Macklanburg-Duncan, Oklahoma City, OK)
this test is consistent with the results of the SLR test; however, were placed at two points on the tested lower extremity. One
no evidence is offered to support this claim. A review of the inclinometer was placed on the distal thigh immediately
literature failed to identify any previously established intra- superior to the patella, and the second inclinometer was
tester reliability data for the SA test. placed on the distal anterior tibia. The distal edge of the
Hamstring muscle length is a fundamental measure inclinometer was aligned with the superior aspect of the
performed by many different disciplines across a wide variety medial malleolus. The tested lower extremity was then
of settings. Although several investigations have examined passively raised by the examiner to 90° of hip flexion as
the individual validity of these tests, the authors were unable recorded by the inclinometer placed on the distal thigh. The
to identify a study that examined the concurrent validity of all subject’s knee was then passively straightened to a point
4 of these methods used to measure hamstring muscle length. where the subject reported a strong but tolerable stretch in
Therefore, the purpose of this investigation was to determine their posterior thigh. The contralateral lower extremity was
the concurrent validity of 4 tests (KEA, SA, SLR, SR) used to fixed to the table in full knee extension using a nylon strap
measure hamstring muscle length. over the distal thigh. The angle of the knee (KEA) was then
measured using the inclinometer placed on the lower leg. The
METHODS adjacent PA (180 2 KEA) was used for all statistical analyses.
Experimental Approach to the Problem The SLR test was performed by having the subject lie
In the pilot study, a test-retest research design was used to supine with both hips and knees fully extended. The
examine the intratester reliability of 4 common measures of contralateral lower extremity was secured to the examina-
hamstring muscle length (KEA, SA, SLR, and SR). The main tion plinth using a nylon strap placed over the distal thigh.
investigation examined the concurrent validity of the 4 ham- A gravity inclinometer was placed on the distal leg at the level
string length measures using a quasi-experimental correla- of the medial malleolus. With the ipsilateral knee fully
tional design. The primary focus of this investigation was to extended, the tested extremity was passively raised to a point
determine a gold standard clinical measure of hamstring where the subject experienced a strong but tolerable stretch in
muscle length. Based on previously reported anatomical and the posterior thigh. The angle of the subject’s lower extremity
the TM

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the TM

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the study. Ten college-age participants (5 men and 5 women)


were recruited to participate in the pilot study. The examiners
TABLE 1. Intratester reliability. were blinded to the subject’s identity by a drape placed at the
subject’s waist. Each examiner randomly tested each subject
Test ICC (3,1)
3 times. Each subject was asked to avoid communication during
KEA 0.94 the testing procedure to ensure the blinding of the subject from
SA 0.95 the tester. Additionally, each examiner was assigned a research
SLR 0.92
assistant who recorded the values as they were taken. This
SR 0.94
prevented the examiner from having contact with the data
KEA = knee extension angle; SA = sacral angle; SLR = between trials. Data from the pilot study were analyzed using
straight leg raise; SR = sit and reach. a repeated-measures analysis of variance (ANOVA) and an
intraclass correlation coefficient (ICC 3,1) according to the
formula described by Shrout and Fleiss (27). The pilot study
revealed good to excellent intratester reliability (ICC = 0.92–
from the horizontal surface of the examination plinth was 0.95) for each of the examiners using their assigned technique.
recorded from the inclinometer strapped to the distal tibia.
The SA test was performed by having the subject sit on the Testing procedure. The main study was conducted in
examination plinth with the knees fully extended and their a laboratory with 4 examination stations (KEA, SA, SLR,
hips in neutral rotation and fully adducted. The subject was and SA) on two separate occasions within a 1-week period. To
instructed to reach forward with his or her arms extended, prevent measurement error related to repeat testing (sarco-
toward the toes, until a strong but tolerable stretch was felt in mere give), subjects randomly rotated among the 4 stations.
the posterior thigh. The angle formed between the sacrum The right hamstring was measured for the SLR and KEA
and the horizontal plane was measured by placing a gravity tests, while the SR and SA tests required a simultaneous test
inclinometer flat against the subject’s sacrum. If the subject’s of both lower extremities. The tests were performed in the
sacrum was vertical, a measurement of zero was recorded. same manner as described in the pilot investigation.
Positive scores were recorded if the sacrum was unable to
obtain a vertical position as the subject reached forward. Statistical Analyses
Negative scores were recorded if the sacrum was able to flex Data from the main investigation were analyzed using JMP
beyond a vertical position. 5.1 statistical software (SAS Institute, Cary, NC). Descriptive
The SR test was performed by having the subject sit on the statistics (mean and SD) were calculated for age, gender,
examination plinth with the knees fully extended. The hips and each of the 4 measures of hamstring muscle length. As
were placed in neutral rotation and fully adducted. The described by Portney and Watkins (26), simple linear regres-
subject’s feet were placed flat against a standard SR measuring sion analysis and Pearson correlation coefficients were cal-
device. The subject was instructed to keep his or her knees culated for each combination of the 4 testing procedures to
straight while reaching forward until a strong but tolerable determine concurrent validity. Beta coefficients, probability
stretch was felt in the posterior thigh. The distance that the values, and SEs were calculated for each regression analysis.
subject was able to reach forward was recorded in centimeters Additionally, the test results were dichotomized based on
from a ruler located on the SR measuring device. published cutoff scores for each of the 4 tests, and k statistics
Four investigators each performed one of the hamstring were calculated for each pair of the 4 testing procedures.
length measures. Each investigator practiced their respective Gender differences were examined using an independent
examination technique for a total of 4 hours before the start of t-test with a predetermined a level of 0.05.

TABLE 2. Mean (SD) for age and hamstring length measures.

Variables Men (n = 42) mean (SD) Women (n = 39) mean (SD) All subjects (N = 81) mean (SD)

Age 23.6 (4.1) 24.2 (4.3) 23.7 (3.9)


PA (180 2 KEA) 71.6 (9.6) 77.7 (9.5) 74.6 (10.0)
SA 15.7 (5.4) 18.6 (6.6) 17.1 (6.1)
SLR 75.5 (10.3) 82.8 (10.8) 79.0 (11.1)
SR 23.5 (6.7) 26.8 (7.6) 25.1 (7.3)
PA = popliteal angle; KEA = knee extension angle; SA = sacral angle; SLR = straight leg raise; SR = sit and reach.

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Concurrent Validity of Four Clinical Tests

TABLE 3. Comparison of hamstring length among TABLE 5. Kappa correlations.


men and women.
KEA SR SA
Variable Prob . | t |
SLR 0.36 0.39 Unable to evaluate
SLR 0.0027* KEA 0.42 Unable to evaluate
KEA 0.0056* SR Unable to evaluate
SR 0.0421*
SA 0.0281* KEA = knee extension angle; SR = sit and reach; SA =
sacral angle; SLR = straight leg raise.
*P , 0.05.
SLR = straight leg raise; KEA = knee extension angle;
SR = sit and reach; SA = sacral angle.

negative = normal hamstring length), k correlations (Table 5)


were calculated to determine the agreement among the 4
tests. Kappa values were unattainable for each of the pairings
RESULTS
of SA because all the subjects were found to be negative using
The pilot study yielded excellent intratester reliability with the SA test. Kappa agreement among the 4 tests was found to
ICC (3,1) values ranging from 0.92 to 0.95 for all 4 techniques be fair.
(Table 1). Table 2 contains the mean and SD for age and each
of the hamstring length measures. Independent t-tests (Table 3)
revealed a significant difference in hamstring length between DISCUSSION
men and women for each of the 4 hamstring length measures. Previous investigations have identified good to excellent
Women were found to have 8.5, 9.7, 14.0, and 18.5% more intratester reliability of these commonly used measures of
flexibility than their male counterparts for KEA, SLR, SR, hamstring muscle length; however, to date, no investigation
and SA tests, respectively. has attempted to identify the concurrent validity of all 4 tests.
Although each of the 4 tests has been reported to be The results of this investigation support the excellent
a measure hamstring muscle length, the measurements are intratester reliability of these tests, but the results fail to
unique and agreement among the raw scores is impossible. support adequate concurrent validity among these clinical
In order to determine the concurrent validity of the 4 ham- measures using either the raw scores or the dichotomized
string length measures, simple linear regression and Pearson’s scores based on previously published cutoff values. The
correlation coefficient (Table 4) were calculated for each com- coefficient of determination (R2), which is simply the square
bination of the 4 tests. This analysis identified poor to fair of the Pearson product moment correlation coefficient (r),
correlation among all pairs of the 4 tests. represents the amount of variability in y that is explained by x.
In addition to examining the reliability of the 4 tests using The largest correlation coefficient in this investigation was
raw values, the data were dichotomized to indicate a positive (r = 0.65) for the SR-SA pairing, which represents a R2 of
or negative test for each subject based on normative cutoff 0.43. Therefore, only 43% of the variability in the SA test was
values reported for each testing procedure. After reducing the explained by the SR test.
data to a nominal variable (positive = tight hamstrings; The lack of concurrent validity among these 4 tests raises
questions related the appropriateness of some of these tests as
a valid measure of hamstring muscle length. This investiga-
tion also supports previous concerns related to the anatomical
structures, which may confound some of these tests. Variables
TABLE 4. Regression analysis among the 4 tests.
that may have contributed to the poor correlation among
Tests b r R2 SE Prob . | t | these tests include adverse neural tension, differences in the
testing positions (supine vs. seated), bilateral vs. unilateral
SLR and KEA 0.57 0.63 0.40 0.08 ,0.0001 lower extremity testing, differences associated with pelvic
SLR and SR 0.42 0.65 0.41 0.06 ,0.0001
position and stability, variability in anthropometric variables
SLR and SA 0.28 0.50 0.25 0.05 ,0.0001
KEA and SR 0.41 0.57 0.33 0.07 ,0.0001 such as body segment length, and the contribution of other
KEA and SA 0.27 0.45 0.20 0.06 ,0.0001 noncontractile tissues such as the deep and superficial fascia.
SR and SA 0.55 0.65 0.43 0.07 ,0.0001 Neural tension associated with some of these tests may
pose a threat to obtaining accurate range of motion
SLR = straight leg raise; KEA = knee extension angle;
SR = sit and reach; SA = sacral angle. measurements because muscle length testing often requires
a subjective response of a strong but tolerable stretch from the
subject. Neural tension has been reported to be a confounding
the TM

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factor that is exacerbated by ankle dorsiflexion (10,21). Liemohn et al. reported a fair correlation (r = 0.71) between
Liemohn et al. (21) found that ankle dorsiflexion compared the SR test and the SLR test. The correlation between the SR
to ankle plantarflexion significantly limited the available test and SLR test in this investigation was found to be 0.65,
range of motion when performing a 1-leg SR test. They which is only slightly lower than the results reported by
reported a 3-cm improvement when the ankle was allowed to Liemohn et al. (22).
plantarflex. They speculated that fascial attachments be- Gajdosik et al. (12) examined the concurrent validity of the
tween the gastrocnemius and the hamstrings and neural SLR test and KEA test and reported a correlation of 20.66,
tension contributed to the difference associated with ankle which is very consistent with the 0.63 correlation found in
position. Three of the 4 tests (KEA, SLR, and SA) in this this investigation. The sign difference is related to the fact
investigation were performed with the ankle(s) comfortably that this investigation used PA = 180 2 KEA for all statistical
plantarflexed, while the SR test was the only test in which the analysis. Thus, as SLR increased, the popliteal angle also
ankles were dorsiflexed. tended to increase.
Previous research has shown that there is significantly less Minkler and Patterson (24) reported the concurrent validity
pelvic rotation when performing the KEA test than when of the SR test with the SLR test to be 0.75. Additionally,
performing the SLR test (5). Bohannon et al. (5) reported Simoneau (28) examined the concurrent validity of the SR test
a mean pelvic rotation of 32.1° associated with the SLR test. and SLR test (N = 34) and reported a correlation of 0.78.
Additionally, they reported that for every 1.7° degrees of hip Although Simoneau (28) acknowledged the potential contri-
motion, there is 1° of pelvic motion when performing the bution of the spine to the SR test, he indicated that hamstring
SLR test. Fredriksen et al. (9) examined the pelvic con- flexibility was the largest single contributor of motion in the
tribution associated with a modified KEA test with the hip SR test. Despite the unquestionable influence of the ham-
initially in 120° of hip flexion. They reported the median strings on the SR test, Simoneau suggested muscle-specific
pelvic contribution to be only 4.1°. length tests (KEA and SLR) were more appropriate than
Concern has also been raised about the influence of con- a single flexibility test that measures the contribution of
tralateral hip flexor length when performing the SLR test multiple body segments. The SR to SLR correlation in this
(5,9). Gadjosik et al. (10) found similar results when test- investigation was 0.65, slightly less than that reported by both
ing the SLR with the contralateral leg stabilized on the Minkler and Patterson (24) and by Simoneau (28).
examination plinth and when the contralateral hip was This investigation has several potential limitations. The
slightly flexed to allow the lumbar spine to rest flat on the foremost limitation was the use of multiple testers. In order to
examination plinth. While Cameron et al. (6) found that maximize the sample size and to improve the logistics of the
placing the contralateral knee in 90° flexion significantly investigation, 4 testers were used. To minimize potential
increased the SLR test compared to when the contralateral differences based on tester, each tester practiced and gained
leg is maintained on the examination plinth. This demon- proficiency in 1 of the 4 tests. While the intratester reliability
strates the potential affects associated with contralateral hip of the testers was established, it is unclear whether the same
and pelvis position. tester performing each test would demonstrate a stronger
The authors anticipated poor concurrent validity between correlation among the 4 tests. To promote consistency among
the supine and seated tests since the seated SA and SR tests the 4 tests, the degree of stretch was determined by the subject
measure bilateral hamstring length rather than unilateral rather than the testers. Future investigations should con-
hamstring length measured by the KEA and SLR tests. sider using a potentiometer normalized to body weight as an
Another potential confounding variable is related to anthro- attempt to consistently apply the same stretching force.
pometric variability among the subjects. As discussed by Although the authors attempted to control for sarcomere give
Kendall et al. (19), trunk and extremity length variability has by randomly assigning the testing order of the 4 tests, future
the potential to significantly affect the SR test. investigation should consider a short bout of stretching prior
Finally, it is important to note that the SA test was unable to to the testing session to help eliminate the short-term gains
classify any subject in this sample of young healthy adults as associated with repeated testing. This investigation used
tight, using the guidelines offered by Kendall et al. Given that a relatively large sample size (N = 81); however, the subjects
the other three tests (KEA, SLR, and SR) all identified were homogeneous based on age, which limits the external
subjects in this sample as positive (tight hamstring) raises validity of the results.
concerns about the cutoff score offered by Kendall et al. (19) The 4 tests were not compared to a specific criterion test;
for the SA test in young healthy adults. instead, the concurrent validity of each pair was examined.
Despite the fact that the authors were unable to find a study Despite not identifying a specific criterion test for this
that examined all 4 tests concurrently in the same sample, investigation, the investigators suggest that the KEA test with
several investigations have examined the concurrent validity the ankle plantarflexed be adopted as the gold standard based
of individual pairs. Liemohn and colleagues (22) examined on the body of knowledge currently available. Further study is
the concurrent validity of the SR test compared to the warranted to determine the influence of the fascia and other
criterion SLR test. Using a relatively small sample (N = 40), noncontractile tissues on these tests. Based on the results of

VOLUME 22 | NUMBER 2 | MARCH 2008 | 587


Concurrent Validity of Four Clinical Tests

this investigation, there is poor to fair concurrent validity 10. Gajdosik, RL, Leveau, BF, and Bohannon, RW. Effects of ankle
among these 4 common measures of hamstring muscle length dorsiflexion on active and passive unilateral straight leg raising. Phys
Ther 65: 1478–1482, 1985.
and ,50% of the variability of any test is explained by any
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as a measure of hamstring muscle length has been questioned. test and the modified sit-and-reach test in the measurement of
flexibility for males. J Appl Sport Sci Res 6: 7–10, 1992.
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14. Hsieh, CY, Walker, JM, and Gillis, K. Straight-leg-raising test:
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agreement among these tests when dichotomized to positive the criterion-related validity of sit-and-reach tests with and without
limb length adjustment in Asian adults. Res Q Exerc Sport 70: 401–
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588 Journal of Strength and Conditioning Research

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