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First published online June 29, 2007
Journal of Experimental Biology 210, 2510-2517 (2007)
Published by The Company of Biologists 2007
doi: 10.1242/jeb.003913
Muscle strain is modulated more with running slope than speed in wild turkey knee and hip extensors
1 Brown University, Ecology and Evolutionary Biology Department, Box GB205,
Providence, RI 02912, USA
2 Oregon State University, Department of Exercise and Sport Science, 15
Womens Building, Corvallis, OR 97331, USA
3 Institute of Integrative and Comparative Biology, Faculty of Biological
Sciences, University of Leeds, Leeds LS2 9JT, UK
4 Colorado State University-Pueblo, Biology Department, Pueblo, CO 81001,
USA
* Author for correspondence (e-mail: thomas_roberts{at}brown.edu)
Accepted 11 May 2007
| Summary |
|---|
|
|
|---|
Generally, muscle strain was less affected by speed than by slope. Shortening strains were not significantly correlated with running speed. Only FT lengthening strain changed significantly with speed, ranging from 6.8±4.3% at 1 m s1 to 15.3±4.7% at 3.5 m s1.
The consistent patterns of strain changes with running slope are evidence that strain pattern is modulated to meet the changes in demand for net mechanical work. The relatively poor relationship between strain and running speed may reflect the fact that changes in running speed during level running are not associated with a change in demand for net mechanical work. Taken together, the speed and slope results suggest that the demand for mechanical work is an important determinant of muscle length patterns in running and walking.
Key words: locomotion, muscle, bird, energetics
| Introduction |
|---|
|
|
|---|
Measurements of muscle fascicle length changes in several species of
animals running on inclined and declined treadmills generally support the
prediction that muscle length trajectory is modulated in response to the
demand for mechanical work (Roberts et
al., 1997
; Gillis and
Biewener, 2002
;
Gabaldón et al., 2004
;
Wickler et al., 2005
;
Daley and Biewener, 2003
).
However, studies of muscle function in humans and cats on inclined treadmills
suggest that not all muscles modulate strain or work in response to demand.
Ultrasound measurements of human medial gastrocnemius fascicles indicate that
there is little change in function in this muscle with running incline
(Lichtwark and Wilson, 2006
),
and EMG data for walking cats suggest that selective recruitment or
de-recruitment of certain muscles may provide a mechanism for altering
mechanical work with incline (Carlson-Kuhta
et al., 1998
; Smith et al.,
1998
). A change in the timing of force production in relation to a
given length pattern can also provide a mechanism for altering muscle work
output. Some distal muscles in guinea fowl and turkeys, for example, shift the
timing of force to occur during a period of muscle shortening in order to
produce more work for uphill running (Daley
and Biewener, 2003
;
Gabaldón et al., 2004
).
Thus, the question of when muscles modulate length trajectory in response to
the demand for mechanical work is not fully resolved.
In the present study, we determine the strain (relative length change) and
activity of two thigh muscles in wild turkeys across a range of running speeds
and slopes. The iliotibialis lateralis pars postacetabularis (ILPO) is a
biarticular knee and hip extensor, and the femorotibialis lateralis (FT) is a
knee extensor. Distal limb muscles in wild turkeys generally undergo small
length changes during force production in level running, and it has been
suggested that this is an economical way for muscles to function
(Roberts et al., 1997
;
Gabaldón et al., 2004
).
However, studies of more proximal muscles in dogs
(Carrier et al., 1998
), rats
(Gillis and Biewener, 2002
)
and goats (Gillis et al.,
2005
) have shown large length changes during the period of muscle
activity. Thus, our first goal was to determine if more proximal muscles in
running turkeys also undergo large length changes.
The second goal of the study was to determine whether the strain trajectory in the ILPO and the FT is modulated in response to the demand for mechanical work. To vary the demand for mechanical work, we ran turkeys on level, inclined (+6°, +12°) and declined (6°, 12°) slopes. We hypothesized that the strain patterns of the ILPO and FT muscles during level running are influenced by the demand for mechanical work. Specifically, we predicted that increases in slope (uphill running) would be associated with increases in muscle shortening strain, while decreases in slope (downhill running) would be associated with increases in muscle lengthening strain.
The third goal of this study was to determine the effect of running speed on the length trajectory of the ILPO and the FT. From an energetic standpoint, the expected change in muscle strain with speed is not as obvious as it is for a change in slope. Increasing running slope increases the demand for net mechanical work with each step. Changes in running speed may affect the magnitude of cyclic positive and negative work done in each step, but the net work required for level running is negligible at all running speeds. Based on these energetic considerations, we hypothesized that the magnitude of lengthening and shortening strains would be independent of running speed.
| Materials and methods |
|---|
|
|
|---|
Muscles instrumented
Sonomicrometry and EMG transducers were implanted in the iliotibialis
lateralis pars postacetabularis (ILPO) and the femorotibialis lateralis (FT;
Fig. 1). The ILPO is a
triangular-shaped muscle head, with a broad origin on the iliac crest, and an
insertion on an aponeurosis that inserts on the patella. The FT is a
unipennate muscle. Fibers originate on the femur and insert on the patellar
aponeurosis. A comprehensive description of the anatomy of these muscles is
given elsewhere (Gatesy,
1999b
). Mean (± s.d.) muscle masses for this study were
24.7±5.0 g (ILPO) and 16.8±5.7 g (FT). Mean fiber lengths
measured in this study were 61.1±17.9 mm for the ILPO and
22.9±3.2 mm for the FT. Sonomicrometry measurements were taken over a
segment of the fascicle. The distance between sonomicrometer crystals,
measured postmortem, averaged 18.0±2.4 mm for the ILPO and
12.7±3.1 mm for the FT.
|
Transducer implantation
Bipolar EMG electrodes and 2 mm sonomicrometry crystals were implanted 1 or
2 days prior to running measurements. Animals were induced and maintained on
isoflurane anesthesia (12.5%), and a sterile field was maintained for
all surgeries. Sonomicrometry crystals (Sonometrics, Inc., London, ON, Canada)
were implanted in pairs along the fascicle axis of the ILPO and the FT.
Crystals were implanted 1218 mm apart to measure a segment rather than
then entire length of muscle fascicles. Care was taken to implant the crystal
pairs in approximately the same location in each bird. Crystals were secured
in the muscle with a small drop of Vet-bondTM glue and a single suture of
6-0 silk around the transducer lead. Bipolar electromyograph (EMG) electrodes
were inserted near the sonomicrometry crystals. The EMG leads were constructed
from 0.076 mm, teflon-coated, stainless-steel wire (Cooner Wire Company,
Chatsworth, CA, USA), with 1 mm bared ends. Leads from implanted transducers
were routed underneath the skin to a location on the back, where small
connectors (Microtech, Inc., Boothwyn, PA, USA) were sutured to the skin. When
all measurements were complete, the animals were anesthetized with inhalable
isoflurane and euthanized with an injection of Beuthenasia-D. The locations of
all sonomicrometry and EMG transducers were confirmed in a
post-mortem dissection.
Measurements and analysis
Sonomicrometry and EMG signals were recorded as animals ran on a treadmill
over a range of speeds and slopes. Muscle fascicle length measurements were
recorded at 992 Hz by Sonometrics sonomicrometry hardware and software. EMG
signals were recorded with DAM50 differential preamplifiers (World Precision
Instruments, Sarasota, FL, USA), with a high-pass filter setting of 10 kHz and
a low-pass filter setting of 3 Hz. All signals were recorded to an A/D board
(National Instruments PCI-MIO-16-1, Austin, TX, USA) in an Apple Macintosh
computer. Sonomicrometry signals were recorded to this system after being
exported from the Sonometrics system via a D/A converter. The
sampling rate was 4000 Hz. In software, sonomicrometer signals were corrected
for a 4 ms delay caused by the sonometrics hardware. Sonomicrometer signals
were filtered with a 20 Hz low-pass FIR filter. EMG signals were filtered with
a 150 Hz high-pass FIR filter.
Waveform analyses were performed in the software application Igor (Wavemetrics, Lake Oswego, OR, USA). The strain patterns were well characterized as lengthenshorten cycles in both muscles, and we chose to analyze the prominent shortening period and the prominent period of lengthening separately. Small amounts of lengthening and shortening that occurred in some muscles immediately after toe-down or just prior to toe-off were not included in our analysis of muscle strain patterns.
All strain measurements reported are for the stance phase, during which
most muscle activity occurred. Stance phase length changes were divided into a
lengthening period and a shortening period for separate analysis of
lengthening and shortening strains (Fig.
2). Strain was determined as the percentage change in muscle
fascicle length relative to resting muscle length:
![]() | (1) |
|
For each animal and running trial, ten strides were analyzed. Means of these ten strides were then averaged for each bird. All summary statistics are reported as mean ± 1 s.d. To test for the effect of slope or speed on the measured variables, a two-way mixed model analysis of variance (ANOVA) was performed, with individual as the random effect and speed or slope as the fixed effect. Pairwise post-hoc analyses were performed with a Tukey honestly significant difference test.
| Results |
|---|
|
|
|---|
For both muscles, the timing of length change and EMG activity suggests that the period of active force production in these muscles is well characterized as a lengthenshorten contraction. A brief period of shortening immediately following toe-down, and a brief period of lengthening immediately before toe-off, were also present in the ILPO (Fig. 2A) and occasionally in the FT. These length changes were small, and given the observed timing of EMG activity, likely occurred during periods when the muscles were not generating force. Therefore, we quantified only the strains observed during the prominent stance lengthenshorten cycle for all analyses.
With changes in running slope, the relative magnitudes of lengthening and shortening strains were altered for the ILPO (Fig. 3) and the FT (Fig. 4). We measured shortening and lengthening strain separately to test the hypothesis that shortening would increase with the demand for mechanical work as running slope increased, and that lengthening strain would decrease. This hypothesis was supported for both muscles (Fig. 5). Across the range of running slopes, there was a clear role for modulation of both lengthening and shortening strains in response to changes in the demand for mechanical work (Fig. 5). Shortening strains increased significantly across the range of slopes studied for both the ILPO (P<0.0001) and the FT (P<0.05). The relationship between lengthening strain and running slope was significant for both the ILPO (P<0.0001) and the FT (P<0.004), with downhill running eliciting more lengthening than uphill running. At the extremes of the range of slopes used here, shortening and lengthening strains were quite large. The FT showed the largest lengthening strains, at 22.1±9.6% (mean ± s.d.) during downhill running on a 12° slope at 2 m s1. The ILPO showed the largest shortening strains, with 30.3±3.9% (mean ± s.d.) during uphill running on a 12° slope at 2 m s1.
|
|
|
The trend in average muscle shortening and lengthening velocities with slope paralleled the trend in strains (Fig. 6). Stance phase time did not vary with running slope, thus changes in muscle fascicle velocity paralleled changes in muscle strain. Muscles shortened faster and lengthened more slowly as incline increased in both the ILPO (P<0.0004 for lengthening; P<0.0001 for shortening) and the FT (P<0.004 for lengthening; P<0.04 for shortening).
|
|
Increases in running slope were also associated with an increase in rectified integrated EMG activity for the FT and ILPO. To account for variation in signal between different electrode placements, we determined integrated rectified EMG for all birds relative to the value for 2 m s1, level running. For the FT, there was an increase in activity from level to incline running, with values at +12° of 1.52±0.13 the value for level running. ILPO activity increased from 0.71±0.29 for 12° running to 1.58±0.46 for +12°.
Changes in the relative portion of the lengthenshorten cycle spent in lengthening vs shortening might also affect the work output of muscles for different slopes. The duration of the lengthening phase and the shortening phase changed significantly with slope in the ILPO (P<0.001 for lengthening; P<0.0001 for shortening). As a result of the changes in timing of lengthening and shortening, the relative fraction of the time spent lengthening was significantly greater during downhill running compared with uphill running (Fig. 8). For example, during 12° running, lengthening occupied 56% (±4.3%) of the lengthenshorten cycle time, while for uphill running at +12°, the portion of the cycle spent lengthening was only 23% (±13%). The relative proportion of time spent shortening and lengthening did not vary significantly with slope for the FTL. The relative time spent lengthening vs shortening also did not vary significantly across speed for either muscle.
|
Generally, shortening and lengthening strains in the ILPO and FT were much less affected by speed than by slope (Fig. 9). The strain measured during shortening was not significantly correlated with speed for either muscle. The only significant change in strain across slope occurred for lengthening in the FT (P<0.0001). FT lengthening strain ranged from 6.8±4.3% at 1 m s1 to 15.3±4.7% at 3.5 m s1. Integrated rectified EMG was statistically unchanged across running speed for both muscles.
|
|
| Discussion |
|---|
|
|
|---|
The ILPO and FT both modulate length trajectory in response to the demand
for mechanical work. The muscles underwent more net shortening as incline
increased, and more net lengthening with increasing decline. Although muscle
force and work cannot be determined from these measurements, the timing of EMG
activity suggests that the muscles were active during the stance
lengthenshorten cycle. Thus, increases in muscle shortening were likely
associated with an increase in the net positive work developed by the muscles,
and increases in muscle lengthening were associated with an increase in the
energy absorbed by the muscles. These results add to the growing body of
evidence that individual muscles modulate their mechanical output in response
to the demand for mechanical work. Strain is altered in response to surface
slope in the vastus lateralis and biceps femoris of rats
(Gillis and Biewener, 2002
;
Butterfield et al., 2005
), the
vastus and triceps in horses (Wickler et
al., 2005
), the lateral gastrocnemius and digital flexor IV of
guinea fowl (Daley and Biewener,
2003
) and the lateral gastrocnemius and peroneus of wild turkeys
(Roberts et al., 1997
;
Gabaldón et al., 2004
).
However, not all muscles modulate strain in response to the demand for
mechanical work. Ultrasound measurements indicate that strain and muscle work
are constant across slope in the medial gastrocnemius of running humans
(Lichtwark and Wilson, 2007). Ankle extensor muscles of a hopping animal, the
tammar wallaby also do not modulate strain with incline
(Biewener et al., 2004
), though
the medial gastrocnemius does modulate strain between steady-speed hopping and
rapid take-off jumps in another species of wallaby, the Tasmanian pademelon
(Griffiths, 1989
).
In addition to changes in muscle fascicle strain, several other mechanisms
can alter the mechanical power output of the limb musculature in response to
demand. Selective recruitment or de-recruitment of individual muscles or
muscle groups (Carlson-Kuhta et al.,
1998
; Smith et al.,
1998
; Roberts and Belliveau,
2005
), changes in muscle force output
(Daley and Biewener, 2003
) and
changes in the timing of force output relative to length changes
(Daley and Biewener, 2003
;
Gabaldón et al., 2004
)
have all been demonstrated. In the present study, there was generally an
increase in recruitment, as measured by rectified, integrated EMG, from
downhill to uphill slopes. Given that both muscles underwent
lengthenshorten cycles, it is impossible to determine whether this
increase in activity was associated with an increase in positive work,
negative work, or both. The timing of stimulation, relative to stance time,
was also altered in the ILPO and FT from level to decline running. The EMG
signal occurred earlier in the stance period during decline running compared
with level or uphill. This change in timing of muscle activity would tend to
increase force output during the lengthening portion of the
lengthenshorten cycle of these muscles, thus increasing mechanical
energy absorption. Timing of EMG activity and time spent in the shortening or
lengthening phase of the lengthenshorten cycle were not altered from
level to incline running. The ability to extend the period of muscle activity
to late in stance may be limited by the need to allow sufficient time for the
muscle to relax before the beginning of swing phase.
Changes in running speed had much smaller effects on muscle length
trajectory compared with changes in running slope. We hypothesized that there
would be no significant change in muscle fascicle strain with running speed,
based on the assumption that the net work required to move the body in each
step is unchanged with running speed. This hypothesis was not supported, as
significant changes in strain with speed occurred for the lengthening phase in
the FT. However, running slope generally had a much stronger influence on
strain than did running speed. For example, shortening strain increased by
more than fourfold in the FT and more than threefold in the ILPO from
12° to +12°, while there was no significant difference between
shortening strains measured at a1 m s1 walk and a 3.5 m
s1 run. Lengthening strain was also not significantly
correlated with speed for the ILPO. The idea that strain is more strongly
influenced by slope than by speed is supported by all of the measurements in
the present study with the exception of the lengthening strains measured in
the FT. FT lengthening strains changed nearly as much across the range of
speeds measured here as they did across the range of running slopes. The
increase in lengthening strain with running speed in the turkey FT is
consistent with the speed-related kinematic patterns for another galliform,
guinea fowl (Gatesy, 1999a
),
which showed an increase in knee flexion with running speed.
One feature of muscle function that was constant across all running slopes
and speeds was the general pattern of length change during muscle activity,
that of a cyclical pattern of lengthening followed by shortening.
Lengthenshorten cycles in active muscle fascicles have been observed
previously in the ILPO of running guinea fowl
(McGowan et al., 2006
), as
well as in the knee extensors of dogs
(Carrier et al., 1998
), rats
(Gillis and Biewener, 2002
)
and goats (Gillis et al.,
2005
). The lengthenshorten pattern observed here in knee
and hip extensors involve larger strains than observed for turkey ankle
extensors. For example, a net strain during force production of only 6.6% was
measured for turkey lateral gastrocnemius during level running at 4 m
s1 (Roberts et al.,
1997
). This value also represents the approximate shortening
strain for the LG, as lengthening strains were negligible. The shortening
strains during fast (3.5 m s1) level running in the present
study for the FT were lower than those of the LG, at only 4.7±1.8%, but
the muscle underwent significant lengthening (15.3±5.8%). In
contrast, the ILPO shortened by 19.6±4.9% for the fastest level running
speeds measured here (3.5 m s1), and it lengthened by
9.6±2.1%.
The implications of the lengthenshorten pattern of muscle length
change for the energetics of running are not entirely clear. It has been
proposed that isometric force production may allow muscles to operate
economically because muscles produce high forces at low shortening velocities
(Roberts et al., 1997
;
Taylor, 1994
).
Lengthenshorten cycles might also be economical, because while the
force is reduced in shortening muscle relative to isometric, the force
produced in actively lengthening muscle exceeds that of isometric. The
question of muscle energy consumption during lengthenshorten cycles has
been addressed primarily in the context of measurements of muscle efficiency
(e.g. van Ingen Schenau et al.,
1997
; Curtin, 1997
;
Barclay, 1997
). Analyses of
in vivo efficiency during cyclical movements involving
stretchshorten cycles are complicated by the inability to separate out
contributions of series elasticity and muscle contractile elements (in the
present study `lengthenshorten' is used to distinguish the observed
behavior of muscle fascicles from a `stretchshorten' cycle which might
imply contributions from series elastic elements). Isolated muscle studies
suggest that efficiency of cyclic lengthenshorten cycles may exceed
that of isovelocity contractions (Barclay,
1997
; Barclay,
1994
). However, studies comparing the force economy of isometric
contractions to the cost of force production in lengthenshorten
contractions are lacking.
The ILPO in running guinea fowl shows significant increases in EMG activity
and strain with the addition of external weights to the body (McGowan et al.,
2004). Studies of muscle blood flow also indicate that the ILPO and FT show a
disproportionate increase in energy consumption with body loading in guinea
fowl (Ellerby and Marsh, 2006
).
These investigators suggested that these muscles may be selectively recruited
in response to a load because their anatomy allows an increase in joint
moments to support body weight without increasing antagonistic forces that can
be associated with most biarticular muscles. It is also possible that the
lengthenshorten cycles of these muscles allow them to increase activity
and force output without increasing net work output. Loading, like incline
running, increases the metabolic demand but the mechanical challenge is
fundamentally different. Loading increases the demand for force and cyclical
positive/negative work, but does not change the demand for net mechanical
work. A muscle such as the ILPO might be particularly well-suited to respond
to this demand, because an increased force output in this muscle might lead to
an approximately equal increase in positive and negative work in each cycle,
so that the net work remains unchanged. If a muscle that underwent only
shortening during force production were to increase its force output, it would
also increase its net work output.
In conclusion, the iliotibialis lateralis pars postacetabularis and the femorotibialis lateralis both modulate muscle strain in response to the demand for mechanical work: fascicle lengthening increases and shortening decreases with increased demand for energy absorption (e.g. downhill running), while lengthening decreases and shortening increases with increased demand for positive work (e.g. uphill running). The ability to vary both lengthening and shortening strain, as well as to vary the timing of activation in relation to the length cycle, may allow these muscles flexibility in their mechanical function.
| Acknowledgments |
|---|
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