Dear Bastiaan,
The human body has a skeletal structure and a connective tissue structure of muscles, ligaments, and tendons, and these all work together to determine how the body moves.
In terms of the skeleton, the three parts to focus on are the spine (and thoracic / rib cage plus sternum), the shoulder girdle or pectoral girdle (clavicle / collar bone plus scapula / shoulder blade), and the shoulder joint (glenohumeral joint).
The spine has a "lateral" range of motion in most people of about 180 degrees. That is, if you lean sideways (in the "frontal" plane), the spine will naturally bend all the way to parallel to the floor. J. Hays & J. Reid, Anatomy, Mechanics, and Human Motion (Englewood Cliffs, NJ: Prentice Hall, 2nd ed., 1988), p. 57. Not everyone is capable of this full range of motion. The motion of the spine carries with it the rib cage, as all the ribs are attached at the back to the spine. On the front side, the ends of the ribs are connected to the sternum by coastal cartilage, with the exception of the "floating" ribs 11 and 12, which have no connection to the sternum.
The shoulder or pectoral girdle is the clavicle and the scapula (one each on both sides). The clavicle connects the scapula to the top of the sternum (the "manubrium" of the sternum) just below the jugluar notch in the base of the neck. At the manubrium, the clavicle has a "sternoclavicular joint" that is very strong and stable and "synovial", and mostly moves up and down as yopu "hunch" the shoulders up towards the ears or downward. At the scapula, the clavicle has a sliding joint called the "acromioclavicular joint." Let me quote the main anatomy book about this girdle: "The clavicle articulates with the manubrium of the sternum, and this is the only direct connection between the pectoral girdle and the axial skeleton." F. Martini et al., Human Anatomy (Upper Saddle River, NJ: Prentice Hall, 3rd ed., 2000), p. 180. The pectoral girdle has a range of motion towards the ears and away from the ears (in the frontal plane) of about 4-5 inches (10-12 cm). "These vertical movements are necessairly associated with some tilting [of the spine]." I. Kapandji, The Physiology of the Joints, Vol. 1: Upper Limb (Edinburgh: Churchill Livingstone, 5th ed., 1982), pp. 40-41 ("Movements of the Shoulder Girdle"). The shoulder blade is attached to the spine indirectly by the fibers of the rhomboid muscle, which "hunch" the shoulder blades inward and backward toward the spine.
The shoulder joint, or "glenohumeral" joint is what most people think about when you say "shoulder joint." This is a ball-and-socket synovial joint connecting the humerus (upper arm) to the scapula. It is surrounded by ligaments and muscle to form a rotator cuff. The range of motion is very wide in all planes.
In the straight stroke that I teach, my focus is on teaching the golfer how to make the motion. If the golfer is incapable of making the motion consistently and accurately, then I teach them a less desirable motion as an alternative.
The main motion that is involved with the straight stroke is the movement of the spine laterally. This carries with it the whole rib cage. By virtue of the connection of the rib cage to the sternum, this action also moves the clavicle, and thus the shoulder girdle. The shoulder joint itself is not involved in this action. The trick is in how the spine is leaned to the side.
The muscles responsible for sideways leaning of the spine and hence the shoulderframe as a whole are the muscles that connect the upper trunk to the pelvis. The muscles mostly responsible for lateral bending of the upper trunk and spine are the external and internal abdominal obliques. J. Hays & J. Reid, Anatomy, Mechanics, and Human Motion (Englewood Cliffs, NJ: Prentice Hall, 2nd ed., 1988), p. 63. If you rest your palms on your waist just above the hips with your thumbs in front and your fingers on your back, you are holding your external obliques. To bend the trunk laterally to the left, the left obliques contract and pull the torso down sideways toward the left pelvis. The opposite occurs to pull the right side down. The way to think of making this happen is to think "move the left shoulder joint straight down," as this activates the obliques. The left shoulder joint curls down and also from left to right as the trunk bend progresses. The arm pit remains passive and unchanged, indicating that the shoulder joint itself is not active. The clavicles are turning because the rib cage and sternum are tilting, and not by any independent action of the clavicle or shoulder girdle at the sternoclavicular joint. This is the "vertical plane" shoulder stroke that I speak about. There is no rotation of the shoulders around the spine that would move the shoulders forward or backward of the alignment at address. The shoulders "rock" in a vertical plane, and this plane intersects the ground in a line that is parallel to the putt line. On the follow-thru, the right obliques move the right shoulder down and the left shoulder up as the shoulderframe "rocks" up in the thru-stroke. There sometimes will be a little independent action of the left clavicle upward to help finish the follow-thru and also to insure that the shoulder really stays in the vertical plane and avoids a "pull" action of rotating back as it goes up. Even so, it is preferable not to involve the shoulder joint by opeing the arm pit, but if it does become necessary, then care has to be taken to make sure the arm pit opens correctly with the elbow being moved parallel to the putt line.
This all feels "artificial" and that is the way it should feel. A straight putting stroke is not a normal motion, one that we are accustomed to considering "natural." The "natural" motion is the "default" or "lazy" motion we all make when we turn to see who has entered the room off to our side. This motion "twists" the spine and trunk rotationally. Because of the commonality of this action, there is less resistance in the normal range of rotation than there is in the sideways bending, so it "feels" more comfortable. This is the action used by golfers who default to a gating stroke path that fans the putter face open and then closed in the stroke. If you look at the thunbs or the flat surface of a putter grip at address and watch this as a gating stroke progresses, the flat surface of the putter grip rotates clockwise going back (looking down) and countercloskwise going forward as the face opens and closes. This gating of the face off the putt line makes ball position and precise returning to square at impact critical variables for a successful putt that rolls the ball on the putt line. With a vertical-plane stroke motion, this rotation of the grip and face does not occur so long as the hands are kept inactive. Thus, in a straight stroke, the face stays square to the stroke path AND to the putt line. With this stroke, ball position can vary from the middle of the stance to over 6 inches closer to the target without affecting the line of roll.
I hope this answers your questions. If not, let me know. And of course, feel free to ask other questions also!
Cheers!
Geoff Mangum
Putting Theorist and Instructor
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