Modeling trajectories of perceived leg exertion during maximal cycle ergometer exercise in children and adolescents
© Huebner et al.; licensee BioMed Central Ltd. 2014
Received: 13 September 2013
Accepted: 16 December 2013
Published: 9 January 2014
Borg developed scales for rating pain and perceived exertion in adults that have also been used in pediatric populations. Models describing functional relationships between perceived exertion and work capacity have not been studied in children. We compared different models and their fits to individual trajectories and assessed the variability in these trajectories.
Ratings of perceived exertion (RPE) were collected from 79 children. Progressive cycle ergonometric testing was performed to maximal work capacity with test duration ranging from 6‐ 12 minutes. Ratings were obtained during each 1‐minute increment. Work was normalized to individual maximal work capacity (Wmax). A delay was defined as the fraction of Wmax at which point an increase in ratings of leg fatigue occurred. Such a delay term allows the characterization of trajectories for children whose ratings were initially constant with increasing work. Two models were considered, a delay model and a power model that is commonly used to analyze Borg ratings. Individual model fit was assessed with root mean squared error (RMSE). Functional clustering algorithms were used to identify patterns.
Leg tiredness developed quickly for some children while for others there was a delay before an in‐ creased ratings of leg exertion occurred with increasing work. Models for individual trajectories with the smallest RMSE included a delay and a quadratic term (quadratic‐delay model), or a power function and a delay term (power‐delay model) compared to a simple power function. The median delay was 40% Wmax (interquartile range (IQR): 26‐49%) in a quadratic‐delay model, while the median exponent was 1.03 (IQR: 0.83‐1.78) in a power‐delay model. Nine clusters were identified showing linear or quadratic patterns with or without a delay. Cluster membership did not depend on age, gender or diagnosis.
Children and adolescents vary widely in their capacity to rate their perceptions and exhibit different functional relationships between ratings of perceived exertion and work capacity normalized across individuals. Models including a delay term, a linear component, or a power function can describe these individual trajectories of perceived leg exertion during incremental exercise to voluntary exhaustion.
KeywordsChildren Perceived leg exertion Borg scale Ergometer exercise Delay Power model
Ratings of perceived exertion (RPE) have been used to study physical activity and exercise tolerance in adults and children. Borg developed scales for rating pain and perceived exertion in adults  which has been employed in different exercises and different ages including children ‐. This scale uses descriptive adjectives such as moderate and severe, for numbers from 0 to 10. Research studies have assessed whether children have the ability of gradation during exercise as this may depend on cognitive ability . Low test‐to‐test variability in children using the Borg and OMNI scales has been reported by Pfeiffer et al.  in 57 adolescent athletic girls and by Lamb  in 70 preadolescent children. Mahon et al.  also noted consistency between trials in children ages 8‐11. The modified Borg scale was found to be adequate in 49 children with cystic fibrosis to determine exercise tolerance . Some of these studies collected ratings at one time point, for example after a 6 minute walk test, or considered a test‐retest design to determine the consistency and reliability of ratings.
Individuals may rate perceived exertion differently at the same relative or absolute exercise intensity. To compare sensations generated by a particular stimulus such as exercise across individuals Borg developed a range‐model, reasoning that individuals will experience similar degrees of perceived exertion at their respective minima and maxima, providing anchors or calibration for rating sensation across individuals .
where d is the exponent, a is the intercept at zero stimulus, and the coefficient b describes the speed of growth. Exponents averaged 1.7 for adults  or 1.1 . Modeling of functional relationships between ratings of perceived exertion and work has not been done for pediatric subjects.
The goal of this study was to evaluate models to fit ratings of perceived leg exertion on a Borg scale as a function of maximum work capacity for individual children and adolescents and define models with parameters that are interpretable for the assessment of these individual patterns. We considered four models, a power model as described above, a linear model with a delay, and extension of these two models when introducing a delay in the power model R=a+b(W−c) d , and a delay model with a linear and a quadratic term.
Children with cardiopulmonary disease attending outpatient clinics at IWK Health Centre in Halifax, Canada were recruited to the study. Healthy control children were recruited from friends and relatives of hospital personnel, or siblings of these patients. Data were collected on 100 pediatric subjects with 4 to 12 ratings per subject. For reliable parameter estimation the data were limited to 79 children with at least 6 data points. The study was approved by the Research Ethics Board of the IWK Health Centre. Assent was obtained from all participants. Mature minors, or parents of younger children, signed informed consent.
Subjects performed continuous, graded, maximal, cycle ergometer (WE Collins) test exercise employing step increments of either, 50, 100, or 150 kpm per minute depending on size and age. Increments were chosen to achieve test duration of 6‐10 minutes ‐ until voluntary, symptom‐limited, exhaustion occurred as previously described . Borg scale ratings were obtained during each 1‐minute increment. Work was normalized across subjects by expressing it as fraction of individual maximum work capacity (Wmax).
Both dyspnea and perceived leg exertion were measured, but we report only Borg ratings for perceived leg exertion since our principal aim was modeling the stimulus‐response function. We employed the Dalhousie pictorial scales  and the Borg scale , chosen because it had been used in previous investigations in adults with similar aims [13, 14]. Subjects were first given an explanation of the scale by the research assistant.
The Borg scale of perceived exertion ranges from 0 to 10 with verbal descriptors 0= nothing at all, 0.5=very,very slight, 1=very slight, 2=slight, 3=moderate, 4=somewhat severe, 5=severe, 7=very severe, 9=very, very severe, 10=maximal [12, 15]. The scale was mounted on a large clipboard in front of the participant, and had a sliding cursor located on the left margin. The cursor was moved manually from the top downward by the research assistant until it pointed to the rating that best described the subject’s degree of leg fatigue, at which point he or she activated a bell mounted on the handlebars.
where and c i > minj(x ij ). For all models it is assumed that .
Mixed effects models
where , and c∈[ mini,j(x ij ), maxi,j(x ij )] for MQD and MPD, or c i =c+γ i , c i ∈[ minj(x ij ), maxj(x ij )] for MQDV and MPDV.
The overall variation is modeled by , and the random intercept by . For MPDV and MQDV the random delay is assumed to follow a normal distribution . All random components are assumed to be independent. Parameters are estimated using a Bayesian approach by choosing conjugate priors for a,b1,b2,σ2,τ2, and non‐informative uniform priors for the delay c and the exponent d (see Additional file 1). A dispersed prior density was chosen for the distribution of the parameters to allow for more data‐driven estimators.
These four competing models were implemented, the mixed effects quadratic‐delay model, the mixed effects power‐delay model, each with common delay, and both models with delay as random effects. Under each implementation three Monte Carlo Markov Chains were run. Convergence was well achieved after 10,000 iterations, namely when Potential Scale Reduction Factor for all parameters . Further 1,000 iterations were sampled every 10 iterations to obtain a total of 300 posterior samples for all parameters and random effects. For model comparisons the Deviance Information Criterion (DIC) for mixed‐effects models based on the complete likelihood was used . A smaller DIC indicates a better predictive power of the model.
For estimating the model parameters of models P, D, PD, QD the function optim was used in the statistical software R 2.15.3 . The nonlinear mixed effects models were fitted using MATLAB R2013a (Mathworks Inc, Natick Massachusetts).
Characteristics and maximal exercise data (means ± SD) of children who performed progressive bicycle exercise
12.4 ± 2.5
14.1 ± 2.3
12.0 ± 2.8
155 ± 13
158 ± 11.6
150 ± 14
51.9 ± 15.9
48.7 ± 11.1
45.8 ± 16.4
FEV1 (% predicted)
103 ± 17
75 ± 18
96 ± 16
(ml /min · kg)
36.0 ± 10.1
28.7 ± 8.3
33.4 ± 8.7
193 ± 9
185 ± 15
189 ± 11
77.8 ± 22.3
77.8 ± 18.1
77.6 ± 24.0
Model fit of individual curves
Comparison of RMSE, AICc, and BIC for the models of perceived exertion, median (first, third quartiles)
17.17 (11.0, 24.27)
9.72 (0.23, 16.44)
0.33 (0.22, 0.52)
19.39 (11.66, 24.27)
10.17 (4.39, 17.52)
Power with delay
0.23 (0.12, 0.42)
29.12 (18.81, 40.36)
7.90 (‐1.05, 16.55)
Quadratic with delay
0.25 (0.16, 0.41)
28.40 (18.32, 43.82)
7.87 (1.75, 16.50)
Summary of estimated model parameters for models of perceived exertion: median (1st quartile, 3rd quartile)
0.36 (0.00, 0.60)
0.39 (0.00, 0.62)
7.01 (3.18, 11.90)
Slope 2 (b2)
0.30 (0.17, 0.41)
In the PD model individual growth curves with a long delay can have a large exponent and small coefficients to model the increase in ratings. For example, one subject had an estimated delay of 66 %Wmax before the ratings for leg fatigue increased rapidly. The corresponding power model was RPE = −0.1+4.2∗w4.7. The exponent in the corresponding power‐delay model was closer to 1, RPE = 20+11.8∗ max(0,w−0.66)1 and would result in a better fit. Estimated parameters in the models can be interpreted directly for individuals or need to be considered in conjunction with other model parameters. For example, the delay in the power delay model or the (D) or (QD) models is related to individual perceptions, while the exponent in the power model must be considered in connection with the coefficient of the power term.
Estimated model parameters from pooled data
The median (IQR) of model parameters from the individual curves are reported in Table 3. The median exponent for the power model (P) was 2.03 (IQR 1.40‐2.92). However when a delay is added to the power model (PD), then the median exponent drops to 1.03 (IQR 0.83‐1.78). The median coefficient of the quadratic term in the QD model was 0.0 (IQR ‐4.34‐5.80). The delay in the delay model (D) and the quadratic delay model (QD) were estimated to be 38 and 40 %Wmax respectively. The median delay from the PD model is short at 30 %Wmax (IQR 17‐41 %), but a difference of 10% in Wmax is clinically not relevant in light to moderate exercise.
Summary of estimated model parameters for mixed effects models of perceived exertion: posterior mean (2.5%th quantile, 97.5%th quantile)
The CPU time with a total 11,000 iterations on a 64‐bit, 8 GB RAM and Intel(R) Core(TM) i7‐3520M CPU 2.90 GHz laptop using MATLAB R2013a, were approximately 1.46 minutes for MQD, 17.19 minutes for MQDV, 48.57 minutes for MPD, and 100 minutes for MPDV.
Description of cluster membership by gender, age, and diagnosis
Age < 13
Effects of age, gender, and diagnosis
When considering subgroups by gender or diagnosis the medians of the parameters were similar. In the power‐delay model the median exponent for girls was 1.06 vs 1.01 for boys with a delay of 0.26 for girls and 0.36 for boys. The exponent in the asthma group was 1.01 vs 1.03 for cystic fibrosis patients, and 1.04 for healthy controls, while the median delay for these groups was 24, 36, and 32 %Wmax, respectively.
Most children (89%) had a rating less than 10 (the maximum possible). The median rating at maximum work capacity was 5 (IQR 3.75‐7.5). Younger children, less than 13 years, had a lower maximal rating (median 4, IQR 3‐6) than older children (median 6, IQR 4‐8), p=0.023.
We evaluated models to fit individual patterns of perceived leg exertion as a function of exercise intensity expressed as proportion of Wmax. Four models were studied, a power model based on the Borg scale, a linear model with a delay, and extension of these two models when introducing a delay in the power model, and a delay model with a linear and a quadratic term. Our main findings were that models incorporating both delay and curvature had the smallest error term (RMSE) and were flexible enough to fit varying individual trajectories. Patterns in the individual trajectories can be illustrated by using functional clusters which identified linear and quadratic patterns, distinguished by the rate of rise in perceived leg exertion and the size of the delay as work became progressively harder.
Borg and Kaijser  also estimated individual curves for perceived exertion but in the case of adults. The mean exponent was 1.2 (SD 0.4), but closer to 1 when an intercept term was used. The individual curves for adults were more homogeneous and mostly linear and thus were comparable between adults. In contrast individual curves for children from our study varied widely and could exhibit a linear trend or rise as a power function with or without a delay.
A delay in the model arises when ratings of perceived exertion stay relatively constant before an estimated threshold at some percentage of Wmax. This may indicate a lack of ability in gradation or serialization for rating perceived exertion in our pediatric population. The intercept can be interpreted as a mathematical construct for a better fit or a threshold for a baseline or resting level of sensation. Both power‐delay and quadratic‐delay models are able to represent linear or quadratic growth in ratings. The exponent in the power model depends on the multiplicative constant to obtain a fit, so that large exponents are balanced with small coefficients for the power function. A quadratic‐delay model simplifies the interpretation, since it has a fixed exponent, and only the coefficients of the quadratic and linear terms need to be estimated. If this is coefficient is zero, then the curve is linear, non‐zero coefficients measure the strength of the curvature. It is also possible to use the quadratic delay model to estimate growth curves with an inflection, for example when ratings increase sharply and then level off. The computational burden for the quadratic delay model was much smaller than for the power‐delay model. In the mixed effects model with varying delays this amounted to 17 minutes versus 100 minutes CPU time. Otherwise the model fits for power‐delay model and quadratic‐delay models were comparable in terms of RMSE, AICc, BIC, DIC. Aggregated reporting in studies relating stimulus with response can obscure individual differences. The choice of mixed effects models have to be carefully considered and are more meaningful when estimating varying delays. However mixed effects models do not allow the estimation of individual curves. Borg and Kaijser , who opted for estimating individual curves in 20 adults, noted one individual with an exponent >2.8 in the respective power function. Individual differences were even more pronounced in our study in a pediatric population compared to differences in individual adult ratings in the aforementioned study. If individual growth functions are comparable as may be the case in adult populations, pooling data is a reasonable choice to estimate a generic function that could be used as a reference. In such cases a the estimated exponents in a power model can be interpretable assuming the coefficients of the power term is similar for individuals. However when individual growth functions exhibit different functional relationships and differ in their maximum work capacity, as was the case in our pediatric subjects, then curvature or delay may be lost in aggregate data when comparing average model parameters.
The median maximum rating for leg exertion among our pediatric subjects was only slightly greater than half the maximum possible value 10. Other investigators using different rating scales of perceived exertion also reported sub maximal ratings [7, 13, 14]. In this regard, it is worth noting that younger children had lower median rating (4, IQR 3‐6) than did children over 13 years of age (median 6, IQR 4‐8). Any explanation why more than half our subjects reported a delay in rating perceived exertion above baseline or resting values must be pure speculation. The period between 8‐12 years corresponds to a developmental level when children learn to differentiate sensations arising from differing parts or regions of their body . Lamb noticed unreliability at lower exercise levels, which he postulated could be due to a number of factors such as motivation and perceptual development . Some children’s ratings were flat with increasing work rather than a continuous rise, perhaps reflecting inability to understand the scale or properly gauge their perceived exertion, a phenomenon also noted by Swain et al. in a study in children ages 7‐11 years . It has been suggested that children at this developmental stage (age range is a generalized approximation) must exercise at a relatively high intensity before they are able to accurately differentiate feelings arising in specific parts or regions of their body such as perceived leg exertion. Moreover, these same authors argued that children at this stage (age being a proxy measure) could distinguish up to four levels of exercise intensity during cycle ergometry . Although it has been observed that adult males experience the same degree of exertion at work maximum , this was not the case for children in this study. An explanation could be that children and adolescents lack the antecedent experiences and required perceptual anchors needed to accurately gauge the greatest imaginable perceived leg exertion at maximal exercise. We also observed children with non‐monotone growth functions, where the ratings may decrease and then increase, typically in children with low ratings. However submaximal rating was also seen in 80% of 460 adults by Killian et al.  who explained this phenomenon by tolerance for discomfort.
A limitation for model fitting was the number of observations with as few as six and at most 12 in this sample of children and adolescents. We believe our subjects exercised to their respective maxima judging from peak exercise values shown in Table 1, but lower work capacity will set a limit on the number of graded measurements one can make in younger children such that this group had fewer measurements than seen in adults. There can be a risk of truncation that affects model fitting since the highest rating is 10. Another limitation is that the functional relationships were estimated from one trial. The level of habitual activity for each subject was not assessed. It would be useful to assess the children in a second trial to observe any changes in the functional relationship and increasing comfort with the process of rating.
Children and adolescents have widely varying capacity to rate their perception(s) and exhibit different trajectories of perceived leg exertions during incremental exercise to voluntary exhaustion. These can nonetheless be described with model parameters for a delay in increase and the rate of increase (linear, quadratic, or some power exponent). Models with a delay term and curvature best describe the functional relationship between ratings of perceived exertion and work capacity normalized across individuals. Further research is needed to examine such functions in other pediatric populations.
Rating of perceived exertion
Maximum work capacity
Root mean square error.
Funding for this study was received by the Lung Association of Nova Scotia, and by the Department of Pediatric and Adolescent Medicine Research Award, Mayo Clinic.
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