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First published online December 14, 2005
Journal of Experimental Biology 209, 57-65 (2006)
Published by The Company of Biologists 2006
doi: 10.1242/jeb.01971
Trabecular bone in the bird knee responds with high sensitivity to changes in load orientation
1 Department of Anthropology, Harvard University, Cambridge MA, 02138,
USA
2 Department of Anthropology, University of Illinois, Urbana-Champaign, IL,
USA
3 Department of Cell Biology and Anatomy and the Bone and Joint
Institute
4 Departments of Archaeology and Medical Science, University of Calgary,
Alberta, Canada
* Author for correspondence (e-mail: pontzer{at}fas.harvard.edu)
Accepted 4 November 2005
| Summary |
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Key words: Wolff's law, trabecular bone, skeletal biology, biomechanics, knee joint, guinea fowl
| Introduction |
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Previous studies have correlated trabecular architecture with known or
predicted orientations of loading using a diverse array of data and methods,
with mixed results. Several modeling studies have shown that the arcuate
trajectories of trabeculae in the human femur and calcaneus tend to be aligned
with the orientation of peak compressive stresses predicted from
finite-element models (e.g. Carter and
Beaupre, 2002
; Gefen and
Seliktar, 2004
). In addition, strain gauge studies that examined
trabecular orientations relative to strain orientations measured in
vivo, indicate a close correspondence between the preferred alignment of
trabeculae and the orientation of peak compressive strains in the calcaneum of
poteroos (Biewener et al.,
1996
) and the zygomatic arch of pigs
(Teng et al., 1997
).
Additionally, comparative and observational studies indicate the predominant
trabecular orientation in bones such as the human patella, the cervid
calcaneus, and the equine ischium match well with their likely pattern of
loading (Currey, 2002
; Skedros
et al., 1999). Finally, a number of more clinically focused studies have
examined the effect of pathologies and surgically based, tissue engineering
approaches on trabecular architecture. In general, these studies find that the
mechanical environment of a joint has considerable effects on mechanisms of
tissue repair relevant to trabecular bone
(Hollister et al., 2001
;
Smith-Adeline et al., 2002; Goldstein, 2004;
Papaloucas et al., 2004
).
One limitation with these studies, however, is that a correspondence
between known and predicted trabecular trajectories does not address to what
extent trabecular bone responds dynamically to its mechanical environment or
how other factors, such as growth, affect the spatial distribution of
trabecular bone. Bertram and Swartz
(1991
) articulated the
limitations of the available empirical evidence supporting Wolff's law for
trajectorial orientation, arguing that the processes that organize trabeculae
in growing or fractured bone might well differ from those in non-pathological
adult bone. The lack of empirical evidence linking changes in mechanical
environment to subsequent changes in trabecular architecture in healthy adults
(Bertram and Swartz, 1991
;
Cowin, 2001
) suggests Wolff's
law for trabecular bone warrants further scrutiny.
We have experimentally tested the trajectorial theory component of Wolff's law in the distal femur by altering the orientation of joint forces in the knee under normal conditions of loading while holding constant other potentially confounding variables such as species differences, age, activity level and growth. Birds running on an inclined treadmill used a more flexed knee during stance phase than those exercising on a horizontal treadmill, thereby changing the presumed orientation of compressive forces in the knee. If, as proposed by Wolff and others, trabeculae adapt to their mechanical environment dynamically to align with the orientation of compressive force, then this change should result in a corresponding shift in trabecular architecture. We have tested the prediction that the between-group difference in the orientation of the thickest, most numerous, and/or densest trabecular struts in the distal femur is equivalent to the presumed difference in the orientation of peak compressive force.
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| Materials and methods |
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0.85 m s-1 by day 45). A
third control group (N=2) was not exercised. All birds were housed in
a 9 m2 room, with ad libitum food and water. IACUC
approval was obtained for all procedures prior to the study.
Kinematic and ground force analyses
On day 45 of the study, birds from the Level (N=2) and Incline
(N=3) groups were run over trackways set at pitches that matched
exercise conditions (Level: 0°, Incline: 20°) in order to measure knee
flexion and ground reaction forces (GRF) during stance phase. During these
trials the positions of the greater trochanter, the
tibiotarsus-tarsometatarsus joint (TTj), and the tarsometatarsus-phalangeal
joint (TPj) were recorded using a high-speed infrared camera system
(Qualysis®; Qualysis Motion Capture Systems, Gothenburg, Sweden) operating
at 240 Hz. Anatomical landmarks were determined by palpation and small (5 mm)
reflective markers were adhered to the overlying skin in order to track their
position. Simultaneous ground force was recorded at 1000 Hz with a
custom-built force plate, embedded in the trackway, which uses four rosette
strain gauges (two fore, two aft) to measure vertical ground force. Normal
(i.e. perpendicular to the trackway) GRF was measured by summing traces from
fore and aft gauges. Force traces were passed twice through a Butterworth
filter and the resulting traces summed to produce the normal ground reaction
force (nGRF) trace.
To determine the angle of knee flexion at peak nGRF, force plate and kinematic recordings were compared. Because only a small number of strides (N=8) yielded clean nGRF traces and adequate kinematic data, we performed a kinematic analysis to determine which gait element coincided with peak nGRF (Fig. 2). A sample of 16 strides provided clean nGRF traces with simultaneous marker data for the distal limb. For unimodal force traces (N=10 strides) and one of the peaks in bimodal force traces (N=6 strides), foot-off, defined as the first kinematic frame in which the TPj rises from its lowest point (Fig. 2A), was found to be coincident with peak nGRF (mean difference = 0 s; Fig. 2B). Foot-off was therefore used as the indicator of peak nGRF in determining joint angles at peak joint reaction force for trials in which nGRF data was inadequate, increasing the number of strides that could be included to measure the mean angle of knee flexion (N=26). The position of the greater trochanter and TTj at foot-off were used to determine the angle of flexion at the knee trigonometrically, using femur and tibiotarsus lengths measured with digital calipers after birds were sacrificed and these elements harvested.
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The surface of the femoral condyle that is in contact with the proximal tibiotarsus is a function of knee flexion: with greater flexion, the tibial plateau slides posterior-inferiorly along the femoral condyles. The orientation, relative to the distal femur in the parasagittal plane, of compressive joint reaction forces (JRF) transmitted via the tibial plateau must therefore be a function of knee flexion. Thus, although we were unable to measure JRF in vivo, we assumed that any between-group difference in knee angle at peak nGRF resulted in an equivalent difference in the orientation of peak compressive JRF relative to the femoral condyle in the parasagittal plane (Fig. 1B). We therefore expected any difference in knee angle to result in a similar difference in trabecular orientation in the femoral condyle. The limitations of this approach for estimating between-group differences in JRF trajectory are discussed below.
Trabecular bone analysis
At the end of the treatment period, birds were sacrificed and their
hindlimb bones were removed and cleaned using dermestid beetles and a 1%
bleach solution. Computed microtomography scans of the femora were then
obtained using a Skyscan 1072 100 kV microtomograph (Aartselaar, Belgium).
Whole distal femora were scanned at 19.43 µm isotropic resolution at 100 kV
and 98 µA with three-frame averaging. Raw data were reconstructed using a
cone-beam algorithm. Reconstructed cross-sectional images were then filtered
using a two-dimensional median filter (ImageJ, NIH) to reduce background
noise.
We restricted our analysis of trabecular architecture to the dense,
relatively homogenous,
3 mm thick layer of spongiosa underlying the
articular surface (see Fig. 5B)
because it makes up the majority of the epiphysis and because JRFs transmitted
from the tibiotarsus must first traverse these trabeculae. The trabeculae in
the spongiosa are formed within the epiphysis as it ossifies, and are
generally arrayed radially from the center of the epiphysis outward (see
Fig. 5B).
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In addition to testing the RTA for two-dimensional images with known strut
orientation (Fig. 3D-G), we
compared results from the RTA method against those calculated via the mean
intercept length (MIL) method (Odgaard,
1997
). Trabecular orientation in a sample of human femoral
micro-CT volumes (N=4) was measured independently using the MIL and
RTA methods. Orientations given by these two methods were similar
(N=8, r2=0.97, P<0.01) when the image
analyzed via RTA was roughly coplanar with the main axes of
trabeculae (Fig. 4). However,
because the RTA method employed here is inherently two-dimensional, for images
in which the predominant orientation is perpendicular to the plane being
analyzed, MIL and RTA methods do not agree
(Fig. 4). Whereas the RTA
method cannot detect the primary orientation of trabeculae orthogonal to the
plane of analysis, it accurately and reliably determines the orientation of
trabeculae in a given plane, and is comparable to other methods of analysis
when that plane is coincident with the primary orientation of trabeculae. It
is therefore ideal for the present study, as the plane of interest
(parasagittal) was determined a priori, and the majority of
trabeculae in the condyle lie roughly in this plane.
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Four intensity-angle matrices, one from each parasagittal slice, were summed to produce a composite density distribution for each subject. This summation requires a control for bone density between slices, as differences in bone density affect row-intensity values, creating the possibility that slices with the greatest trabecular density would be weighted more heavily in the composite density distribution. In order to normalize bone density between slices, intensity-angle matrices were converted to grayscale and then equalized in Adobe Photoshop 7.0®. Doing this scales the intensity values within the image so that the highest values are white (255) and the lowest values are black (0). Scaling the intensity-matrices via this method prevents slices with greater bone density from being weighted more heavily while preserving the signal strength (peak intensity/background intensity) for each image. Similarly, in producing a mean density distribution for each group (grayscale), equalized intensity-angle matrices from each slice (N=4 slices x group size) were summed. Mean density distributions for each treatment group were calculated by summing the density distributions for all subjects in each group, thereby weighting the contribution of each individual by the strength of its signal.
Upon examining the micro-CT volumes for each subject, it was apparent that one bird in the incline group had experienced bone resorption in the femoral condyle, perhaps as a result of calcium reuptake related to egg production. The resulting condyle showed several large pockets within the layer of trabeculae being analyzed. Although including this individual in the analysis does not significantly affect the incline group OPTD value, the subject was removed from analysis in order to restrict comparisons to individuals not undergoing bone resorption.
Controlling for size and signal amplitude
Controlling for size between subjects is unnecessary when intensity-angle
matrices are compared, as these matrices are bounded between 0-180°
regardless of size. By contrast, controlling for differences in signal
strength (i.e. signal amplitude) of the density distribution is useful in
determining a mean OPTD for each condition, because peaks of lower-amplitude
signals are more likely to be affected by noise in the image and other sources
of measurement error. Peak amplitude is therefore a measure of signal quality.
In order to weight each subject appropriately by signal amplitude, each
density distribution was divided by peak density for that subject so that peak
density for all subjects equaled 1. Mean density distributions for each
treatment group were then calculated by summing the density distributions for
all subjects in each group, thereby weighting the contribution of each
individual by the strength of its signal. The resulting group density
distributions were used to compare joint angle determined by kinematics (see
above) to group OPTD (Fig.
7).
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| Results |
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14° more inferocaudal with respect to the distal femur, in the
sagittal plane.
Trabecular architecture
As predicted by Wolff's law, mean OPTD (the peak of the summed density
distributions of each group) reflected differences in joint angles between
treatment groups (Fig. 4A,B).
Mean OPTD calculated for the incline group was 99.6° relative to the long
axis of the distal femur, significantly more acute, by 13.6°
(P<0.01, Student's t-test,
Table 1) compared with
112.9° for the level and 116.0° for the control groups
(Fig. 7A,B). Remarkably, the
13.6° difference in OPTD between the incline and level groups is nearly
identical to the 13.7° difference observed in joint angle at peak GRF. The
small 3.1° difference in mean OPTD between the Level and Control groups is
consistent with the prediction that these groups would have similar trabecular
orientation (Fig. 7A,B). OPTD
values correspond to the angle between the long axes of the femur and
tibiotarsus at peak GRF (Fig.
1C) such that they were perpendicular to the tibial plateau during
peak compressive loading, suggesting the thickest, densest and/or most
numerous trabecular structures were aligned with the orientation of peak
compressive loads in the distal knee.
|
Individual variation in OPTD was apparent within each treatment group
(Table 1). Although
within-group variation in OPTD was less in the Incline group than in the Level
and Control groups (Fig. 5),
this difference was not significant (P>0.05, F-test).
Although direct comparisons with previous studies is complicated by the use of
different methodologies, the degree of individual variation in OPTD in this
sample appears to be consistent with that reported for primary trabecular
orientation in other species (e.g. Ryan
and Ketchum, 2005
).
| Discussion |
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Because this study examined growing juveniles, the results cannot address
the sensitivity of trabecular architecture in adults. Previous work suggests
that the ability of adult bone to remodel in response to applied loads is
diminished not only in cortical bone
(Lieberman et al., 2003
;
Pearson and Lieberman, 2004
),
but also in trabecular bone (Christiansen
et al., 2000
; Keaveny and Yeh,
2002
; Knopp et al.,
2005
). Similarly, these results may not be directly applicable to
instances of fracture or other pathology, as subjects were healthy and
experienced physiologically normal levels of strain.
Another important limitation of this study was the use of gross differences
in joint kinematics to establish between-group differences in peak JRF. The
construction and validation of a finite-element model of the guinea fowl knee
was beyond the scope of this study. Thus, while the differences in knee
flexion between groups was marked and consistent
(Fig. 1B), it is not possible
in the present analysis to demonstrate conclusively that JRF trajectory
differed to a similar extent. Similar studies employing FEM to determine JRF
trajectory, such as those of Carter and Beaupre
(2002
) and Gefen and Seliktar
(2004
) will no doubt further
elucidate the relationship between JRF trajectory and trabecular bone
architecture.
Because our study used a within-species design comparing age-matched,
non-pathological subjects experiencing physiologically normal levels of bone
strain, our results strongly suggest that differences in trabecular
architecture can result solely from differences in loading. This result, in
turn, supports previous studies suggesting that interspecific differences in
trabecular architecture (Fajardo and
Muller, 2001
; Currey,
2002
; Ryan and Ketchum,
2005
) result from differences in locomotor loading regimes. Still,
potential differences in the response of trabecular bone in juveniles versus
adults must be considered. Locomotor behavior, and presumably loading regimes,
may change considerably throughout ontogeny, especially in species with a
large suite of habitual locomotor behaviors (see
Doran, 1997
). Trabecular
architecture in adults may reflect, to some extent, habitual loading
experienced during ontogeny.
One interesting possibility raised by these results is that OPTD may help
assess the orientation of habitual peak joint reaction forces, and hence
habitual loading patterns, in species for which joint kinematics during
locomotion are unknown. This method may therefore provide a useful complement
to strain-gauge studies, as gauges are difficult to employ in joints in
vivo. Similarly, the radon transform technique employed here may be
useful for establishing limb postures and locomotor behaviors in extinct
species in which well-preserved fossils are available. For example, this
approach could shed light on current debates regarding whether fossil bipeds
such as Tyrannosaurus rex
(Hutchinson, 2004
) and
Australopithecus afarensis (Ward,
2002
) used extended or flexed hindlimbs. Such analyses may benefit
by focusing on subchondral spongiosa as considered here, particularly for
joints such as the knee in which larger, secondary struts not in direct
contact with the articular surface constitute much of the joint volume.
Subchondral spongiosa, although technically challenging to analyze,
experiences joint forces most directly and should therefore exhibit the
strongest architectural response to differences in loading regimes.
While the above results are encouraging, future research is needed to determine how aging influences the dynamic relationship evident between the orientation of compressive loading and trabecular distribution, and the extent to which various aspects of trabecular architecture (e.g. strut thickness, connectivity and orientation) change in response to loading. In addition, a better understanding of how trabecular bone adapts itself to peak compressive loading will require more detailed information on the distribution of in vivo loads within the joint along with insights on the mechanotransductive mechanisms by which the cellular populations responsible for bone maintenance, formation and resorption sense and respond to strain orientations.
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| Acknowledgments |
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