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First published online June 27, 2008
Journal of Experimental Biology 211, 2336-2345 (2008)
Published by The Company of Biologists 2008
doi: 10.1242/jeb.017640
Scaling of muscle architecture and fiber types in the rat hindlimb
1 Departments of Orthopaedic Surgery and Bioengineering, University of
California and Veterans Administration Medical Centers, San Diego, CA,
USA
2 Department of Radiology, University of California and Veterans Administration
Medical Centers, San Diego, CA, USA
* Author for correspondence (e-mail: rlieber{at}ucsd.edu)
Accepted 30 April 2008
| Summary |
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Key words: muscle fiber type, muscle architecture, muscle mechanics, scaling
| INTRODUCTION |
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Skeletal muscle architecture is defined as the arrangement of muscle fibers
relative to the axis of force generation
(Gans, 1982
;
Lieber and Fridén,
2000
). Muscle force is primarily determined by the cross-sectional
area of the fibers (Powell et al.,
1984
), whereas muscle excursion and velocity are determined by
muscle fiber length (Bodine et al.,
1982
). Thus the architectural features of a muscle define its
functional properties. In addition to architecture, muscle fiber type
influences contractile force, maximum velocity and time to fatigue
(Bodine et al., 1987
;
Bottinelli et al., 1991
;
Lutz et al., 2002
). The
differences in contractile force between fiber types is not simply a function
of differences in cross-sectional area of the fibers. Bodine et al.
(Bodine et al., 1987
) examined
the effect of fiber type on specific tension and found significant differences
between fast and slow fibers even after accounting for differences in
cross-sectional area. Furthermore, there are major metabolic differences among
the various fiber types. The slower fibers rely more heavily on oxidative
phosphorylation and consequently have a higher mitochondrial density than the
faster fibers, which are more reliant on glycolysis to metabolize glucose
(Peter et al., 1972
). Thus,
the fiber type of a muscle is closely aligned with its metabolic
properties.
Taken together, architectural properties and fiber type composition can be used to predict maximum muscle force, excursion and velocity. Since both architectural and metabolic properties affect function, it is interesting to know the extent to which they co-vary. In other words, one could ask, are muscles `designed' to be fast-contracting, by increasing their fiber length and their fast fiber type percentage or do the two parameters vary independently?
The only animal for which the entire hindlimb muscle architecture and fiber
type composition have been simultaneously measured is the mouse
(Burkholder et al., 1994
).
Although the mouse model is important because of its widespread use in
transgenic studies, there were two main limitations of that previous study:
first, fiber types were characterized histochemically, which, although
functionally and morphologically relevant, has limited use in comparing
muscles of `similar' fiber types. Histochemical assays are not specific enough
to compare properties of muscle proteins across species. A second weakness was
that the very small size of the mouse results in a fiber type composition that
is heavily biased toward fast fibers. This limits the utility of regression
analysis since a relatively narrow range of one of the independent variables
(i.e. fast fiber type percentage) is available. It is thus desirable to
perform such a study in a larger, commonly studied mammalian model. The
classical mammalian animal model whose muscle architectural and
neurophysiological properties have been extensively described is the cat.
However, the high cost, animal care and use issues, and size of tissues to be
analyzed make the cat an impractical model. The rat is a good compromise
because a vast amount of physiological, behavioral and morphological data
already exist for this species and, although the rat hindlimb is a highly
utilized model for musculoskeletal research, the architecture of only a few
muscles has been defined. From a fiber-type standpoint, the rat's size is an
order of magnitude greater than the mouse, making it more likely to contain a
higher fraction of slow fibers. Finally, the modest rat muscle size enables
full quantification without limitations due to incomplete sampling. Although
several reports of fiber type distribution in portions of the rat hindlimb
exist (Ariano et al., 1973
;
Armstrong and Phelps, 1984
;
Edgerton and Simpson, 1969
;
Pullen, 1977
;
Schiaffano et al., 1970
;
Staron et al., 1999
;
Staron and Pette, 1993
), none
have performed a comprehensive study of the entire rat hindlimb and none have
correlated these data with direct architectural measurements on the same
animal subjects. The one study examining both muscle architecture and fiber
type composition examined only a single muscle and therefore cannot answer the
same muscle design questions broached when examining functionally distinct
muscles (Roy et al.,
1984
).
A second aspect of muscle design that provides insight into function is
muscle scaling. Strong scaling relationships may reveal specific
characteristics of individual muscles that exist independent of locomotor
style or behavioral repertoire. Prior studies of muscle scaling across species
grouped muscles according to function or anatomy
(Alexander et al., 1981
).
Variability in muscle architecture is high within functional groups, and these
studies may not reveal scaling relationships that apply to individual muscles.
Additionally, most studies examining scaling of architectural variables have
looked at how absolute rather than relative variables scale with body size.
One study examining scaling of relative variables normalized fiber length to
femur length and grouped muscles according to action
(Alexander and Ker, 1990
). It
was concluded from this analysis that relative fiber lengths did not scale
with body mass. Examination of the fiber length to muscle length ratio may
reveal scaling relationships that were not elucidated in previous work.
Therefore, the purpose of this investigation was to define both the architectural features and fiber type distribution of the rat hindlimb and to compare differences in design characteristics across species.
| MATERIALS AND METHODS |
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Fiber type determination
Myosin heavy chain (MHC) isoforms were defined by SDS-PAGE as previously
described (Talmadge and Roy,
1993
). A myofibril-rich fraction of individual whole muscles
(N=3 for each of 29 different muscles) was prepared and the final
pellet was resuspended in sample buffer to a concentration of 0.125 mg protein
ml–1 (BCA protein assay, Pierce, Rockford, IL, USA). Total
acrylamide concentration was 4% and 8% in the stacking and resolving gels,
respectively (bis-acrylamide, 1:50). Gels (16x22 cm, 0.75 mm thick) were
run at a constant current of 10 mA until voltage rose to 275 V, and thereafter
at constant voltage for 21 h at 4–6°C. A volume of 1.25 µg total
protein was loaded into a well and gels were stained with Coomassie Brilliant
Blue. To ensure that adequate sensitivity was achieved for detecting minor MHC
bands, each sample was also run on separate gels that were silver stained
(Bio-Rad, Hercules, CA, USA). MHC bands were identified and quantified with
densitometry (GS-800, Bio-Rad). The Coomassie and silver-stained gels gave
similar results, so quantification results are reported exclusively from
Coomassie-stained gels.
Skeletal muscle architecture
Limbs were placed in phosphate-buffered saline (PBS) for 24–48 h
after fixation to remove residual fixative. Specimens were finely dissected to
isolate each of 29 muscles and were stored in PBS. Muscle specimens were
removed from buffer, gently blotted dry, and weighed. Muscle length
(
) was defined as the distance
from the origin of the most proximal fibers to the insertion of the most
distal fibers. Fiber length (
)
was measured from three predetermined regions in each muscle using a digital
caliper (accuracy, 0.01 mm). Muscle fiber bundles (N=3 per muscle)
were carefully dissected from the proximal tendon to the distal tendon of each
muscle region. Surface pennation angle was measured in each region with a
standard goniometer as the angle between the fibers in each region and the
distal muscle tendon. Fascicles were then placed in mild sulfuric acid
solution (15% v/v) for 30 min to partially digest surrounding connective
tissue, and were then rinsed in PBS. Under magnification, three small muscle
fiber bundles (consisting of
20 single fibers) were isolated from each
muscle region and mounted on slides. Bundle sarcomere length
(
) was determined by laser
diffraction using the zeroth- to first order diffraction angle as
previously described (Lieber et al.,
1990
). Values for sarcomere number (Sn) and
normalized fiber length (Lf) were then calculated for the
isolated bundles according to the following equations:
![]() | (1) |
![]() | (2) |
is measured fiber
length,
is measured sarcomere
length, Lf is normalized muscle fiber length, and 2.4
represents the optimal sarcomere length (in µm) for rat muscle
(ter Keurs et al., 1984
Physiological cross-sectional area (PCSA; measured in cm2) was
calculated according to the following equation
(Powell et al., 1984
):
![]() | (3) |
is pennation angle and
is muscle density (1.056 g cm–3)
(Ward and Lieber, 2005
Muscle groups
Muscle groups were identified based on their action about each joint. Hip
flexors consisted of rectus femoris (RF) and psoas (PS), and hip extensors
consisted of gluteus superficialis (GSup), gluteus medius (GMed), biceps
femoris (BF), semitendinosus (ST), semimembranosus (SM) and `muscle X'. Muscle
X was a previously undescribed muscle for which no reference could be found
and no homologous mammalian muscle could be defined. Its origin was the
craniolateral pelvis and its insertion was the craniomedial tibia
(Fig. 1). Hip adductors
included adductor magnus (AddM), adductor longus (AddL), adductor tertius
(AddT) and adductor brevis (AddB). Muscles in the knee flexor group were
gracilis (cranial and caudal heads; GRcr and GRca, respectively), BF, ST, SM,
muscle X, gastrocnemius (GLH and GMH; lateral and medial heads, respectively)
and plantaris (PLA), and knee extensors included vastus intermedius (VI),
vastus lateralis (VL), vastus medialis (VM) and RF. Ankle plantarflexors
included GLH and GMH, PLA, soleus (SOL), tibialis posterior (TP), flexor
digitorum longus (FDL) and flexor hallucis longus (FHL), and the dorsiflexors
included tibialis anterior (TA), extensor digitorum longus (EDL) and extensor
hallucis longus (EHL). Ankle everters included peroneus longus (PL) and
peroneus brevis (PB). These functional groups were defined to compare muscle
architectural measures and fiber type distributions across joints.
|
There are several muscles in the rat hindlimb that are widely studied in laboratories, which we have defined as `typical' muscles. This was important in order to determine whether `typical' muscles really are representative of the entire hindlimb. These muscles included VL, GLH, GMH, SOL, PLA, TA and EDL.
Statistical analysis
All values are reported as mean ± standard error (s.e.m.) unless
otherwise noted. Independent sample t-tests were used to compare
architectural variables from typical rat muscles to the other muscles in the
hindlimb and to make functional group comparisons. One-way repeated measures
analyses of variance (ANOVA) was used to test for architectural and fiber type
differences among the typically studied rat muscles. Post-hoc
pairwise comparisons (with Tukey's post-hoc corrections) were made
for variables after finding a significant one-way ANOVA.
PCSA was calculated using two measures made directly on the muscles: mass and fiber length. To determine which of these two measures drives the PCSA value, multiple stepwise regression was used to determine the relative contributions of fiber length and mass to PCSA.
Discriminant analysis was performed to investigate differences in architectural and fiber type parameters between functional muscle groups within the rat hindlimb. Grouping variables included joint, anti-gravity versus non-anti-gravity muscles, and functional muscle groups. Architectural data and fiber type data from contralateral limbs were combined based on the assumption that minimal differences should exist between limbs. Discriminant analysis was performed on the rat hindlimb dataset using the following variables: mass, muscle length, fiber length, PCSA, Lf/Lm ratio, fiber type I percentage, type IIA percentage, type IIX percentage and type IIB percentage.
To examine architectural patterns across species, discriminant analysis was
also used to predict species or muscle, given either absolute or relative
architectural parameters. The species examined were the mouse (N=8)
(Burkholder et al., 1994
), rat
(N=6), cat (N
4)
(Sacks and Roy, 1982
), human
(N=19) (Ward et al., in
press
), and horse (N=7)
(Payne et al., 2005
). Because
complete data sets from the cat and horse were not available, muscle
architectural variables were averaged across individual specimens for each
species. Absolute architectural variables used were fiber length, mass and
PCSA. Relative architectural variables included
(Lf/Lm ratio) and PCSA relative to VL
mass (PCSA/VLmass).
|
| RESULTS |
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The muscles of the rat hindlimb span an eightfold range of fiber lengths, from 0.60cm in TP to 4.77cm in ST (Fig. 2, Table 1). PCSA, however, spans a 40-fold range, from 0.02 cm2 in EHL to 0.79 cm2 in GMed. Multiple stepwise regression confirmed that, in the rat hindlimb, mass is the major determinant of PCSA (Table 3). When fiber length is added to the regression equation, it increases the R2 from 0.738 to 0.850 indicating that rat muscles increase their power largely by increasing their mass rather than changing the length of their fibers.
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Although hamstring muscles had longer fiber lengths, in the range of 3.09cm (SM) to 4.77cm (ST), most of the rat muscles were biased towards shorter fibers, with 63% of muscles examined having fibers shorter than 2.0 cm. In addition to fiber length, fiber-length-to-muscle-length ratio (Lf/Lm) is an indicator of a muscle's potential to generate excursion that is independent of muscle size (Table 1). More proximal muscle groups (excluding hip flexors) tended to have higher Lf/Lm ratios than distal muscle groups. Biarticular muscles (e.g. muscle X, GR and the hamstring muscles) had higher Lf/Lm ratios than muscles that only crossed a single joint. Three exceptions were the GLH, GMH and PLA. The need for force generation in these important anti-gravity muscles may be greater than the need to generate a large range of motion. Other anti-gravity muscles had similarly low Lf/Lm ratios, consistent with their need to generate large forces.
|
Functional muscle groups
Examining architectural and fiber type properties of muscles grouped
according to function provide further evidence of functional specialization in
the muscles of the rat hindlimb. Muscle mass, fiber length, and total PCSA
varied considerably among muscle groups
(Fig. 3A–C). In general,
proximal muscles had the largest masses
(Fig. 3A) whereas hip and knee
muscle groups, containing larger numbers of biarticular muscles (hip extensors
and knee flexors), had the longest fiber lengths
(Fig. 3B; P<0.05).
Plantarflexors had significantly shorter fibers compared with dorsiflexors
(P<0.05). Because these two functional groups have similar mass,
this architectural specialization enables plantarflexors to achieve larger
PCSA, and in turn, more force. Hip extensors and ankle plantarflexors had
larger PCSA compared to hip flexors and ankle dorsiflexors
(Fig. 3C), consistent with
their anti-gravity function and the large number of muscles in these groups
(P<0.05). Knee flexors had a larger PCSA compared with knee
extensors, because of the large number of muscles in this group
(P<0.05).
An important fiber type difference between muscle groups was observed at the ankle, where plantarflexors had a significantly higher percentage of type I and IIA muscle fibers compared with dorsiflexors (P<0.05), consistent with their anti-gravity function (Fig. 4). The differences in fiber type percentages between plantarflexors and dorsiflexors were significant even with the exclusion of SOL with its high type I percentage. Thus, the differences in fiber type were not driven by one muscle but were consistent across the plantarflexor group. When muscles were grouped according to anti-gravity function, anti-gravity muscles had a significantly higher percentage of type IIA muscle fibers and a significantly lower percentage of type IIB muscle fibers (P<0.05) than their antagonists.
|
|
Analysis using functionally relevant grouping variables discriminated between groups with greater accuracy. For example, the following parameters were significant discriminators between anti-gravity and non anti-gravity muscles: Lf/Lm ratio, type IIA percentage, PCSA and mass (Table 5). Using this discriminating function, group membership was correctly identified in 76% of the cases. When muscles were grouped according to their primary action in the hindlimb, the predictive architectural and fiber type parameters were fiber length, muscle length, Lf/Lm ratio, type IIB percentage, mass, PCSA and type IIA percentage, which correctly identified group membership in 70% of cases (Table 6). Thus, fiber type plays a more important role in determining group membership when function is considered. However, architectural properties still had the greatest discriminating power, with F-values consistently higher than those of the fiber type parameters in all discriminant functions. Although Lf/Lm ratio and PCSA were common predictors of group membership in several of our analyses, these two parameters did not co-vary significantly with one another.
|
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Interspecies comparisons
When using absolute architectural variables, species predictors were PCSA,
fiber length and mass (Table
7). Using this discriminant function, the species of interest was
correctly classified in 53% of cases (20% of the cases could be expected to be
correctly identified by chance alone). The species used in the analysis varied
in body mass by 2000-fold (e.g. Mhorse
500kg and
Mmouse
25g). Therefore, it is not surprising that the
absolute measures that vary with body mass were useful predictors of the
species of interest. Relative architectural measures that predicted species
were PCSA/VL mass and Lf/Lm ratio
(Table 7). PCSA/VL mass was a
stronger predictor of species, and therefore, relative force-generating
capacity may be more variable across species than relative excursion. These
measures correctly identified species in 44% of cases.
|
The relative fiber lengths of several leg muscles (GLH, GMH, FDL, TA and EDL) and one hip muscle (AddL) scaled negatively with body mass (Table 8). There was a large range of scaling exponents, from –0.06 in adductor longus to –0.17 in soleus (Fig. 5). Relative PCSA showed a significant scaling relationship with body size in both proximal and distal muscles (Table 9).
|
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| DISCUSSION |
|---|
|
|
|---|
The anti-gravity status of a muscle influences its architectural properties
and fiber type. Force generation to support an individual's body weight
against the load of gravity is the primary determinant of the metabolic cost
of locomotion (Kram and Taylor,
1990
). In addition to their importance in movement, anti-gravity
muscles also must be used to maintain an upright posture while the individual
is static. The maintenance of static postural stability would be best
performed with slow fibers that resist fatigue. Thus, we expected the
anti-gravity status to influence functional demands placed on a muscle and
therefore the design parameters of the muscle. Our results confirm this
hypothesis. Anti-gravity muscles in the rat have a greater force-generating
capacity (reflected in the relatively greater PCSAs and smaller fiber length
to muscle length ratios, implying that more fibers are packed in parallel in
the muscles) than non-anti-gravity muscles. In terms of fiber type, the
anti-gravity muscles had a significantly higher proportion of type IIA fiber
and lower proportion of type IIB fibers compared with the non-anti-gravity
muscles.
Detailed comparison among functional muscle group architectural properties may be confounded by the fact that muscles have multiple tasks. For example, most knee flexors are also hip extensors and therefore have larger PCSAs than would be expected from a simple non-anti-gravity muscle group. Similarly, hip extensors have much longer fiber lengths than the hip flexors, but this is driven by the fact that a large number of hip extensors are biarticular and need to have longer fibers to operate at two joints.
When comparing the `typically studied' muscles across the entire hindlimb dataset, we found that they do not represent the full range of muscle fiber length within the hindlimb but are representative of the PCSA and fiber type values observed in rat. The implications of this finding is that studies emphasizing changes in muscle mass or fiber type composition could fairly be deduced from studies of these typical muscles. This represents the majority of the functional studies in the rat. However, studies in which the variation in fiber length is an important parameter (immobilization, length–tension relationships, serial sarcomere number adaptation and series fiber studies) would not accurately represent the range of effects that could be observed in the hindlimb. Of course, specific recommendations for an appropriate model muscle depend on the study proposed, but the architectural data contained herein should be used as a guideline.
This study confirms that rat lower extremity muscles contain a predominance of fast muscle fibers. Therefore, full elucidation of the relationship between muscle architecture and fiber type may not be possible in this animal model. Nonetheless, significant variation in fiber type existed between muscles and this variation may illustrate differing functional requirements between muscles.
Similarly, contractile differences between fast and slow muscle fibers (e.g. maximum contractile velocity) are more pronounced than differences among fast fiber types. Because most rat hindlimb muscles are predominantly composed of fast fibers, functional differences among muscles with different proportions of the fast fiber types will be less pronounced than functional differences based on architecture.
Previous studies have found proximal-to-distal and superficial-to-deep gradients in the relative amount of fast and slow fibers within limbs. Although evidence for regionalization of fiber type has been found within muscles and muscle groups, we were interested in functionally relevant differences between muscles and muscle groups and therefore chose not to pursue this issue in our study.
Interspecies scaling relationships
Previous work on the scaling of hindlimb muscle architecture with body size
has established that different scaling rules apply for proximal and distal
muscle groups (Alexander et al.,
1981
), but a more specific examination of how these rules vary
among single muscles has not been undertaken. If it is indeed true that fiber
lengths of proximal and distal muscles scale proportional to
M0.3 and M0.17, respectively
(Alexander et al., 1981
), and
muscle length is proportional to bone length, which scales with
M0.35(Alexander et al.,
1979
), then the Lf/Lm
ratio should scale proportional to M–0.05 or
M–0.18 (in proximal and distal muscles,
respectively). Conversely, isometry predicts that the dimensionless
fiber-length-to-muscle-length ratio should remain constant with increasing
body mass. If PCSA scales proportional to M0.8 and VL mass
proportional to M1.1
(Alexander et al., 1981
), then
the ratio of PCSA to VL mass should scale proportional to
M–0.3. This is similar to the scaling exponent
predicted by isometry, M–0.33
(PCSA/mass=M2/3/M1).
When examining scaling of relative fiber length, a significant scaling
relationship was found in most leg muscles and one hip muscle. The scaling
exponents ranged from –0.06 in AddL to –0.17 in SOL
(Fig. 5). This is consistent
with the range predicted from previously determined scaling relationships, but
the exponents for several distal leg muscles are higher than expected (i.e.
EDL, FDL and FHL), implying that relative fiber length in these leg muscles of
larger animals is greater than would be predicted. However, it is still the
case that relative fiber length scales negatively with increasing body mass,
although the disparity in potential excursion of the leg muscles may not be as
great as current scaling rules predict. It is interesting to note the range of
scaling exponents within single muscle groups. For example, in the ankle
dorsiflexors, EDL scales proportional to M–0.08
whereas TA scales proportional to M–0.16
(Table 8). This implies that
EDL relative fiber length will decrease less sharply in larger animals. The
maintenance of long fiber lengths in EDL implies that excursion in this muscle
is important for producing digital extension during gait whereas TA may be
more important for force generation in the anterior compartment. GLH and GMH
relative fiber lengths scale proportional to M–0.08
and M–0.10, respectively. The need for excursion of
these biarticular muscles may be greater than the other uniarticular muscles
of the leg and therefore relative excursion (i.e. relative fiber length) would
be maintained. Alexander et al. (Alexander
et al., 1981
) suggested that a decrease in fiber length in distal
muscles of larger animals and the consequences on joint range of motion would
be compensated for with long elastic tendons. If fiber lengths decrease while
the muscle mass remains relatively constant as body size increases, a greater
number of short fibers can be packed into the muscle to increase its PCSA.
With this configuration, if the muscle is acting isometrically, it can
generate higher forces and use elastic tendons for energy storage and release
providing more efficient muscle-tendon movement in larger animals. This
pattern appears to be true for some but not all distal hindlimb muscles and
this highlights the need to consider architectural, and by extension,
functional differences within muscle groups. Although it was not examined in
this study, changes in relative tendon length and joint configuration (e.g.
muscle moment arms) are other factors that would influence fiber excursion in
different muscles.
The ratio of PCSA to VL mass scales significantly with body mass in both proximal and distal muscles (Table 9). Several muscles deviate from the predicted scaling exponent of –0.3. For example, PLA scales proportional to M–0.56, which implies a precipitous drop in relative force that is not surprising in this arguably vestigial muscle in humans. Many proximal muscles have a higher scaling exponent than predicted, such as SM, VI and VM. This means that the relative force-generating capacity of these proximal muscles is greater in larger animals. These results imply a functional specialization occurring within muscle groups in addition to the proximal to distal specialization.
In summary, this study has revealed that the architectural properties of rat hindlimb muscles vary widely, in contrast to smaller variations in muscle fiber type. The most commonly studied rat muscles are representative of maximum force generating capacity but not muscle excursion. Through discriminant analysis, we have demonstrated that architecture properties define the `uniqueness' of muscles within a species, and fiber types are useful in defining muscles within muscle sub groups. The interspecies architectural scaling relationships are consistent with previous data, although there is variation between individual muscles within groups.
| Acknowledgments |
|---|
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