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First published online July 14, 2008
Journal of Experimental Biology 211, 2397-2407 (2008)
Published by The Company of Biologists 2008
doi: 10.1242/jeb.018986
In vivo strains in the femur of river cooter turtles (Pseudemys concinna) during terrestrial locomotion: tests of force-platform models of loading mechanics
1 Department of Biological Sciences, Clemson University, Clemson, SC 29634,
USA
2 Department of Biology, Erskine College, Due West, SC 29639, USA
* Author for correspondence (e-mail: rblob{at}clemson.edu)
Accepted 15 May 2008
| Summary |
|---|
|
|
|---|
. Planar strain analyses showed patterns of neutral axis (NA)
of femoral bending orientations and shifting generally consistent with our
previous force-platform analyses of bone stresses, tending to place the
anterior and dorsal aspects of the femur in tension and verifying an
unexpected pattern from our force studies that differs from patterns in other
non-avian reptiles. Calculated femoral safety factors were 3.8 in torsion and
ranged from 4.4 to 6.9 in bending. Although these safety factors in bending
were lower than values derived from our stress-based calculations, they are
similar to strain-based safety factors calculated for other non-avian reptiles
in terrestrial locomotion and are still high compared with safety factors
calculated for limb bones of birds and mammals. These findings are consistent
with conclusions drawn from our previous models of limb bone stresses in
turtles and suggest that not only are turtle limb bones `overbuilt' in terms
of resisting the loads that they experience during locomotion but also, across
tetrapod lineages, elevated torsion and high limb bone safety factors may be
primitive features of limb bone design.
Key words: locomotion, biomechanics, bone strain, safety factor, turtle
| INTRODUCTION |
|---|
|
|
|---|
Although studies of terrestrial limb bone loading in non-parasagittal
lineages have been limited, data from the hindlimbs of American alligators
(Alligator mississippiensis, a crocodilian) and green iguanas
(Iguana iguana, a lizard) during locomotion showed several common
features (Blob and Biewener,
1999
; Blob and Biewener,
2001
). These included (1) moderate magnitudes of axial compression
and bending during locomotion, with the primary bending axis placing the
anatomical anteroventral aspect of the femur in tension and more
dorsoposterior aspects in compression; (2) considerable torsional loading,
consistent with axial rotation of the femur during locomotion; and (3) high
limb bone safety factors in both bending and shear. These findings contrasted
with loading patterns and mechanical properties from limb bone loading studies
of birds and mammals in two major ways. First, although torsion has been
measured in the hindlimb bones of bipedal birds
(Carrano, 1998
;
Main and Biewener, 2007
), it
is generally uncommon among quadrupedal mammals, in which bending and axial
compression typically predominate
(Biewener, 1990
;
Biewener, 1991
) (although see
Keller and Spengler, 1989
).
Second, due to higher functional bone loads during locomotion, the margin of
safety for limb bones of birds and mammals is typically between 2 and 4
(Alexander, 1981
;
Biewener, 1993
), as low as
half that determined for non-avian reptilian lineages
(Blob and Biewener, 1999
;
Blob and Biewener, 2001
). Such
differences might reflect adaptations of these lineages to differing demands;
for example, high safety factors in reptiles might help to accommodate lower
rates of bone remodeling or higher load variability than are found in birds or
mammals (Blob and Biewener,
1999
; Blob and Biewener,
2001
). Alternatively, the loading patterns observed in alligators
and iguanas might represent retained ancestral conditions from which birds and
mammals independently diverged (Blob and
Biewener, 1999
; Blob and
Biewener, 2001
). However, with data only available from such a
small number of non-avian reptilian species, it is unclear whether loading
patterns from alligators and iguanas could be considered representative for
non-avian reptiles more broadly and, thus, difficult to evaluate if they
represent unique adaptations or ancestral retentions.
To broaden the phylogenetic and functional diversity of lineages in which
limb bone loading patterns have been evaluated, and thereby gain better
perspective on the evolution of tetrapod limb bone design, we recently
calculated femoral stresses during terrestrial locomotion in river cooter
turtles (Pseudemys concinna) based on three-dimensional GRF and
kinematic data (Butcher and Blob,
2008
). Not only do turtles represent an additional reptilian
(sensu Modesto and Anderson,
2004
) clade that could indicate whether the loading patterns of
alligators and iguanas are restricted to their respective lineages, but also
several distinctive features of turtles generated alternative, testable
hypotheses for how the limb bones of this clade might be loaded in terrestrial
locomotion (Butcher and Blob,
2008
). For example, the slow walking speeds typical of turtles
(Walker, 1971
;
Zug, 1971
;
Jayes and Alexander, 1980
;
Claussen et al., 2004
)
suggested that their limb bone loads might be low; however, their highly
sprawled limb posture (Walker,
1971
; Zug, 1971
;
Blob et al., 2008
) would
orient the limb at a large angle to the GRF, suggesting an alternative
possibility of elevated bending loads
(Biewener, 1989
;
Biewener, 1990
). In addition,
the sprawling limb posture of turtles suggested the potential for high torsion
in their limb bones (Blob and Biewener,
1999
; Blob and Biewener,
2001
); however, recent studies proposing that limb bone torsion
was primarily a consequence of dragging a heavy tail during locomotion
(Willey et al., 2004
;
Reilly et al., 2005
) suggested
an alternative possibility that turtles might experience low limb bone
torsion, as the tail is reduced and carried off the ground in most species
(Willey and Blob, 2004
). Our
GRF-based analyses of limb bone loading in P. concinna
(Butcher and Blob, 2008
)
indicated that femoral bending stress magnitudes in turtles were similar to
those of other reptiles studied (Blob and
Biewener, 2001
) leading to similarly high bending safety factors.
However, greater axial rotation of the femur during the step in cooters
oriented the neutral axis of bending such that the anterodorsal aspect of the
femur was placed in tension (Butcher and
Blob, 2008
), rather than the anteroventral aspect as observed in
other reptiles (Blob and Biewener,
1999
; Blob and Biewener,
2001
). In addition, shear stresses in cooter femora were among the
highest reported for any tetrapod limb bones during terrestrial locomotion,
leading to torsional safety factors that were moderately lower than those
calculated for alligators and iguanas, but still higher than those typical for
birds and mammals (Butcher and Blob,
2008
) (Butcher and Blob, in
press
). Thus, femoral loading in turtles appears more similar in
most respects (e.g. magnitudes, regimes) to that observed in other non-avian
reptiles compared to that observed in birds or mammals. However, femoral
loading in turtles may still be distinctive from that of other tetrapods in
some respects, such as the orientation of bending and the high degree of
torsion.
Although our analysis of synchronized force-platform and kinematic data
from cooters gave insight into the mechanics underlying their femoral loading
through GRF data and estimates of limb muscle forces
(Butcher and Blob, 2008
), the
force-kinematic approach to evaluating bone loads has important limitations
(Biewener et al., 1983
;
Biewener and Full, 1992
).
Foremost, force-platform data generate indirect estimates of load magnitudes
via calculations requiring several assumptions, particularly
regarding the actions of limb muscles
(Alexander, 1974
;
Biewener and Full, 1992
;
Blob and Biewener, 2001
;
Butcher and Blob, 2008
). In
some cases, such as for the forces exerted by caudofemoral muscles to rotate
the femur about its long axis (Blob and
Biewener, 2001
; Butcher and
Blob, 2008
), an insufficient basis is available for making
assumptions about muscular contributions to bone loading, and only minimum
estimates of load magnitudes (due to the GRF alone) can be calculated. With
such limitations, direct in vivo measurements of limb bone loads can
provide an important means of verifying conclusions derived from
force-kinematic models of bone loading.
This study reports results of in vivo locomotor strain recordings
from the femur of river cooter turtles during terrestrial locomotion. Although
implanted strain gauges do not give specific insight into the forces
underlying bone loading patterns, direct measurements of femoral strains test
the validity of the loading patterns inferred from models based on GRF and
kinematic data and allow direct comparison with a wide range of studies in
which bone loading mechanics have been evaluated via direct strain
recordings (e.g. Rubin and Lanyon,
1982
; Biewener et al.,
1983
; Nunamaker et al.,
1990
; Davies et al.,
1993
; Blob and Biewener,
1999
; Demes et al.,
2001
; Main and Biewener,
2004
; Main and Biewener,
2007
). Strain data are also particularly amenable to analyses of
loading rates (Ross et al.,
2007
), providing an additional method for assessing differences in
bone mechanics across species. Based on our force-platform analyses of femoral
stresses in cooters (Butcher and Blob,
2008
) and in vivo femoral strains recorded from other
reptiles (Blob and Biewener,
1999
), we hypothesized that the femur of cooters would experience
high magnitudes of shear strain, indicating that torsional loading is not
exclusive to animals that drag a large tail
(Reilly et al., 2005
) and may
be a fundamental mechanical consequence of sprawling limb posture. We further
hypothesized that in vivo strains experienced by the femur in river
cooters would be similar to or (in the case of shear strains) higher than
those measured for other non-avian reptiles but that femoral safety factors
for cooters, like those for other reptiles, would be substantially higher than
those calculated for birds and mammals. Thus, our measurements of limb bone
strains from cooter femora provide an independent means of verifying
interpretations of limb bone loading in turtles based on force-platform
analyses, facilitating evaluations of the diversity of tetrapod limb bone
design.
| MATERIALS AND METHODS |
|---|
|
|
|---|
Surgical procedures
Strain gauges were attached surgically to the right femur of each animal
using aseptic technique and following published methods
(Biewener, 1992
;
Blob and Biewener, 1999
). All
surgical and experimental procedures followed protocols approved by the
Clemson University IACUC (AUP 20030 and 50110). Initial doses of 1 mg
kg–1 butorphenol and 100 mg kg–1 ketamine
were injected into the forelimb musculature to induce analgesia and a surgical
plane of anesthesia, with supplemental doses administered as required.
To expose strain-gauge attachment sites, medial incisions were made through the skin on the anteroventral aspect of the thigh at mid-shaft. Muscles surrounding the femur were separated along the fascial plane between the ambiens and pubotibialis, which were retracted to gain access to the bone. Gauges were attached at mid-shaft, or slightly distal to mid-shaft if necessary to avoid disruption of blood vessels or attachments of the femorotibialis muscle reaching around from the dorsal surface of the bone. At the site where gauges were to be attached, a `window' of periosteum was removed to expose the bone cortex. Bone surfaces were gently scraped with a periosteal elevator, swabbed clean with ether using a cotton-tipped applicator and allowed to dry for several seconds. Gauges were then attached using a self-catalyzing cyanoacrylate adhesive (DuroTM Superglue; Henkel Loctite Corp., Avon, OH, USA).
Single element (SE) and rosette (ROS) strain gauges (type FLG-1-11 and
FRA-1-11, respectively; Tokyo Sokki Kenkyujo, Japan) were attached to surfaces
of the femur designated as `dorsal', `anterior' and `ventral', following
conventions of anatomical orientation established for reptiles by Romer
(Romer, 1956
) and illustrated
in our previous analysis of femoral stresses in cooters (see fig. 1 in
Butcher and Blob, 2008
). The
size of the femora in our animals allowed only one ROS gauge, at most, to be
used in each individual. Locations of ROS placement varied across our
individuals depending on the access available in each animal, but this allowed
us to attach a ROS gauge to each targeted anatomical surface over the course
of all experiments (dorsal surface for individuals pc03 and pc05, anterior
surface for pc04, and ventral surface for pc07). In most individuals, SE
gauges were attached to both of the two target bone surfaces remaining after
placement of the ROS. SE and the central elements of ROS were aligned (within
5°) with the long axis of the femur. Once all gauges were in place, lead
wires from the gauges (336 FTE, etched Teflon; Measurements Group, Raleigh,
NC, USA) were passed subcutaneously though a small, proximal skin incision on
the posterodorsal aspect of the thigh (near the hip) and, additionally,
through a small hole drilled through the posterior margin of the carapace,
after which all incisions were sutured closed. Lead wires were then soldered
into a microconnector and secured (with slack) to the shell by tying the wires
into the carapace hole with suture. Solder connections were reinforced with
epoxy adhesive, and self-adhesive bandage was wrapped around exposed portions
of the lead wires to form a protective cable that was secured to the shell
with tape.
In vivo strain data collection and data analysis
After 1–2 days of recovery, in vivo strain recordings were
made over the following 2 days. Strain signals were conducted from the gauges
to Vishay conditioning bridge amplifiers (model 2120B; Measurements Group)
via a shielded cable. Raw voltage signals from strain gauges were
sampled through an A/D converter (model PCI-6031E; National Instruments Corp.,
Austin, TX, USA) at 2500 Hz, saved to computer using data acquisition software
written in LabVIEWTM (v. 6.1; National Instruments) and calibrated to
microstrain (µ
=strainx10–6). Strain data were
collected while animals walked on the motorized treadmill used for locomotor
training. Most recordings consisted of short trials of moderate
(0.05–0.15 m s–1; 0.2–0.6 carapace
lengthss–1), steady-speed walking with data sampled from
4–8 consecutive footfalls of the right hindlimb. In general, the speeds
achieved by each turtle required considerable exertion and were close to the
maximal speed that it could sustain for 3–4 steps. Periods of rest were
given between trials, and temperature within the treadmill enclosure was
maintained near or above 25°C by heat lamps for all trials.
To document locomotor behavior and footfall patterns during strain trials, lateral- and posterior-view high-speed (100 Hz) video data (Phantom V4.1; Vision Research Inc., Wayne, NJ, USA) of locomotion were collected. Video data were synchronized with strain recordings using an LED visible in the camera frames that simultaneously produced 1.5 V pulses visible in strain records. Upon completion of strain recordings, animals were killed by an overdose of a pentobarbital sodium solution (Euthasol®; Delmarva Laboratories Inc., Midlothian, VA, USA; 200 mg kg–1 intraperitoneal injection) and frozen for later dissection, verification of gauge placement and limb bone mechanical property tests.
Standard conventions for analysis and interpretation of strain data were
employed, following our previous studies of non-avian reptile limb bone
loading (Blob and Biewener,
1999
). Briefly, tensile strains are recorded as positive, and
compressive strains are negative. The magnitudes of peak axial strains
(aligned with the long axis of the femur) were determined from each gauge
location for each step of the right hindlimb. Strain magnitudes were evaluated
for N=10–80 steps from each cooter (depending on quality of
recordings from each individual). The distribution of tensile and compressive
strains on the cortex of the femur was then used to evaluate the loading
regime the bone experienced during locomotion. For instance, equal magnitudes
of tensile and compressive strain on opposite cortices would indicate pure
bending, whereas unequal magnitudes of tension and compression on opposite
cortices would indicate a combination of axial and bending loads. Magnitudes
and orientations of peak principal strains (i.e. maximum and minimum strains
at each site, regardless of alignment with the femoral long axis), as well as
shear strain magnitudes, were calculated from ROS data following published
methods (Carter, 1978
;
Dally and Riley, 1978
;
Biewener and Dial, 1995
).
Determination of principal strain orientations and shear strain magnitudes
allowed evaluation of the importance of torsional loading in cooter femora.
Defining the long axis of the femur as 0°, pure torsional loads would show
principal strain orientations (deviations from the bone long axis) of 45°
or –45°, respectively, depending on whether the femur was twisted in
a clockwise or counterclockwise direction. Orientations of principal tensile
strain (
t) differing by 180° are equivalent, and
orientations of peak principal tensile and compressive strains are
orthogonal.
Following muscular dissections of the hindlimbs of the animals
(Butcher and Blob, 2008
),
instrumented femora were excised, swabbed clean of tissue and embedded in
fiberglass resin. Transverse sections were cut from each embedded femur
through the mid-shaft gauge locations, and one cross-section from each femur
was then photographed using a digital camera mounted on a dissecting
microscope. Microsoft Powerpoint was used to trace endosteal and periosteal
outlines of the cross-sections from the photographs, mark locations of the
three gauges on the bone perimeter and save cross-sectional tracings as JPEG
files. Each bone's geometric data were then input along with strain data from
its three femoral gauge locations into analysis macros for the public domain
software NIH Image for Macintosh
(http://rsb.info.nih.gov/nih-image/)
in order to calculate the location of the neutral axis (NA) of bending and the
planar distribution of longitudinal strains through femoral cross sections
(Lieberman et al., 2003
;
Lieberman et al., 2004
).
Planar strain analyses were conducted on a subset of data (N=50
steps), allowing calculation of peak values of tensile and compressive strain
that may have occurred at locations other than recording sites
(Carter et al., 1981
;
Biewener and Dial, 1995
).
Calculated peak strains were then compared to measured peak strains to
determine the proportional increase in strain between the recorded peaks and
calculated peak magnitudes. Additionally, in a subset of these data
(N=18; 6 steps per individual), planar strain distributions were
calculated at five time points during a step (15%, 30%, 50%, 70% and 85% of
contact) to evaluate shifts in the location and orientation of the NA
throughout the step.
Rates of longitudinal strain were also determined for a sub-sample of steps
(N=60 steps, two individuals) by calculating slopes of linear,
least-squares regressions of strain magnitude on time during the loading
portion of footfalls. Measurements of peak strain rate from the `dorsal' gauge
location were used to determine rates of strain for mechanical property
testing of the limb bones. Strain magnitudes were also regressed on strain
rates from corresponding steps to evaluate the relationship between load rate
and magnitude for turtle femora (Ross et
al., 2007
).
Mechanical properties and safety factors
Yield strains were evaluated in three-point bending and torsion for intact
cooter limb bones that were not instrumented during in vivo strain
recording trials. Details of testing procedures were described previously in
the context of reporting yield stress values
(Butcher and Blob, 2008
) and
are only briefly summarized here. For bending tests (model 4502 uniaxial
testing machine with 10 kN load cell; Instron, Norwood, MA, USA), whole bones
(N=3 femora, 4 tibiae) were mounted in the jig (0.025 or 0.030 m
gauge length) so that the dorsal-to-anterodorsal (femur) or anterior (tibia)
surface was loaded in tension, consistent with patterns from in vivo
strain recordings (for the femur, see below) and providing a stable seating
that accommodated the natural curvature of the bones. Cortical bone strains
were recorded during tests using three SE gauges attached to the mid-shaft
(Blob and Biewener, 1999
). For
femora, gauges were mounted on the anterior, anterodorsal and posterodorsal
surfaces; for tibiae, gauges were mounted on the anterior, medial and lateral
surfaces. Strain gauge signals were amplified, sampled (500 Hz) through an A/D
converter in LabVIEW and calibrated as detailed previously. Applied load and
displacement data were sampled at 10 Hz until failure, and crosshead
displacement rate was set at 4.5 mm m–1, based on strain rate
measurements (Cirilo et al.,
2005
). Separate whole bone specimens (N=3 femora) were
used for torsional tests (model 8874 biaxial testing machine with 25 kN load
cell; Instron, Norwood, MA, USA) by attaching two ROS gauges to the mid-shaft
of each bone (dorsal and ventral surfaces). Bones were suspended in machined
aluminum wells into which epoxy was poured to embed 15 mm of the ends of each
bone. Once hardened, embedded ends were fitted into mounting brackets in the
testing jig and twisted to failure. Twisting rate was set at 3 °
s–1 (Furman and Saha,
2000
) and performed in a direction to simulate in vivo
anterior (i.e. inward) rotation.
Yield point was identified from plots of applied bending (or twisting)
moment versus maximum tensile (or shear) strain as the first point
where measured strain magnitude deviated from the magnitude expected based on
the initial, linear slope of the curve by 200µ
(Currey, 1990
). Safety factors
for the femur of P. concinna were calculated as the ratio of yield
strain to peak locomotor strains (based on tensile loads for femoral bending
and shear loads for femoral torsion). Safety factors were first calculated for
each individual from the mean values of peak locomotor strains (principal and
shear strains) multiplied by a proportional value of strain increase
determined from planar strain distribution analyses
(Blob and Biewener, 1999
).
`Mean' safety factors were then calculated as the grand mean of safety factors
for these individuals. `Worst case' safety factors in bending and shear were
calculated using the single highest value of recorded peak tensile strain and
shear strain, respectively, after adjusting for the proportional increase in
strain estimated based on planar strain analyses.
| RESULTS |
|---|
|
|
|---|
Representative patterns of recorded strains are shown in
Fig. 1. Peak axial and
principal strains at all gauge locations were nearly synchronous and typically
occurred before midstance (25–48% of contact), with the exception of
axial strains at the ventral site. Ventral axial strain records consistently
showed lower peak magnitudes than other sites
(Table 1) and frequently showed
two peaks per step, with low magnitudes between these peaks occurring near the
time of peak axial and principal strains at other gauge locations
(Fig. 1). Principal (and shear)
strain traces typically showed only single peaks, similar to observations
during vigorous locomotion in other species ranging from reptiles
(Blob and Biewener, 1999
) to
mammals (Rubin and Lanyon,
1982
; Biewener and Taylor,
1986
; Main and Biewener,
2004
).
|
|
Strain distributions and the relative magnitudes of tension and compression around the cortex indicate that the cooter femur is loaded in a combination of axial compression and bending. Dorsal and ventral recording locations on cooter femora typically experienced compression (Table 1). Peak axial strains were generally negative at these sites, and compressive principal strains were greater in magnitude than tensile principal strains at these locations (Table 1). By contrast, tensile strains appeared to predominate at the anterior recording location. Although ROS data from an anterior gauge in a single individual showed a higher magnitude of peak compressive principal strain than peak tensile principal strain, average strains across five individuals showed peak axial strains that were generally tensile (Table 1). The presence of tensile strains on the anterior surface and compressive strains on the dorsal and ventral surfaces indicates that the cooter femur is loaded in bending. Furthermore, because compressive axial strains on the dorsal surface were, on average, greater in magnitude than tensile axial strains on the anterior surface, femoral bending appears to be superimposed on axial compression related to supporting the weight of the body.
In addition to bending and axial compression, strain data show that cooter
femora are also exposed to substantial torsion. Average
t on
the dorsal, anterior and ventral surfaces of the femur all deviated strongly
from the long axis of the bone, with values (typically 41–51°) near
the 45° value expected for torsional loading
(Table 1,
Fig. 1). Based on conventions
for gauge configurations in our experiments, positive mean values for
t indicated anterior (i.e. inward) rotation of the femur
during the step. This direction of rotation is consistent with expectations
based on the action of the femoral retractor/rotator muscle
caudi-iliofemoralis in turtles (Walker,
1973
), as well as the torsional moments induced by the net GRF
(Butcher and Blob, 2008
). High
magnitudes of peak shear strains further indicate substantial torsional
loading of cooter femora (Table
1). Peak shear strains were particularly high for the one
individual (pc04) in which they were recorded from the anterior location,
averaging 2934.9±407.8 µ
(Table 1). However, shear
strains were also high on the dorsal and ventral surfaces of the femur
(>1400 µ
on average), markedly exceeding values reported for the
same surfaces of the femur in alligators and iguanas during running
(Blob and Biewener, 1999
).
Femoral shear strains exceeded average peak principal strain measurements
(compressive) from the dorsal, anterior and ventral gauge locations by 74%,
73% and 83%, respectively (Table
1, Fig. 1).
|
|
Femoral strain rates
Rates of axial strain (determined from the dorsal recording site) were
variable but often reached quite high values, ranging from 943.5 µ
s–1 to 51 716.0 µ
s–1 across all
sampled steps. Regression of strain magnitudes on corresponding strain rates
for steps showed a strong positive relationship (r2=0.636;
P<0.001; Fig. 4),
indicating that loading rates were quicker in steps with high strain
magnitudes.
|
; N=3) (Table
2) and tibiae (8785.6±2612.3 µ
; N=4) were
similar, in contrast to the considerably higher yield stresses measured for
femora versus tibiae (Butcher and
Blob, 2008
; N=3) were higher than those for
bending (Table 2) and also
moderately higher than values previously reported for bone from other species
[8000 µ
(Currey,
1984
|
Prior to safety factor calculations, peak functional bending and shear
strains recorded from cooter femora during locomotor trials were multiplied by
1.43 to reflect results of planar strain analyses (see above) that showed peak
strains could be 43% higher than measured strains. Based on data from the
individual (pc04) that had the highest recorded principal strains on the
anterior surface of the femur, an average value of 1873.5 µ
and
maximum value of 2373.9 µ
for peak functional strain were calculated,
producing a mean safety factor of 4.4 and a worst-case estimate of 3.5 in
bending (Table 2). However, if
peak functional strains are derived from the grand mean of data for all
turtles irrespective of the gauge location from which peak principal strains
were recorded, an upper safety factor estimate of 6.9 in bending is derived
(Table 2). Safety factors in
shear were lower, with a mean safety factor estimate of 3.8 (based on the
grand mean of peak shear strains across all turtles, regardless of recording
site) and a worst-case estimate of 1.8 determined from the single highest
magnitude of calculated peak shear strain, 5315.8 µ
, on the anterior
surface of the femur (Table
2).
| DISCUSSION |
|---|
|
|
|---|
Correspondence between the results of strain and force-platform analyses
extended beyond these broad comparisons to more detailed aspects of femoral
loading in cooters. For example, one unexpected result from our force-platform
study was that femoral bending appeared to act about an axis that placed the
anterodorsal aspect of the cortex in net tension and the posteroventral aspect
of the femur in compression (Butcher and
Blob, 2008
). This differed from results in other non-avian
reptiles (alligators and iguanas), in which the anteroventral aspect of the
femur experienced net tension in bending
(Blob and Biewener, 1999
;
Blob and Biewener, 2001
).
Planar strain analyses (Fig. 3)
generally confirmed patterns determined from force-platform analyses, showing
net tensile strains on the anterior-to-anterodorsal surfaces of the femur,
rather than more ventral locations. The distinctive distribution of tension
and compression in cooter femora, indicated by both stress and strain
analyses, may reflect a greater degree of femoral axial rotation in turtles
compared with other reptiles. In alligators and lizards, anterior (inward)
axial rotation through the step might only bring the anatomical anterior
aspect of the bone to face ventrally (i.e. towards the ground) in an absolute
frame of reference (Blob and Biewener,
2001
). However, greater axial rotation in turtles could bring the
anatomical anterodorsal aspect of the femur to face toward the ground in an
absolute frame of reference, where it would become the tensile surface of the
bone in bending induced by the action of a nearly vertical net GRF
(Butcher and Blob, 2008
).
The significance of femoral torsion in cooters that was suggested by
force-platform analyses was also confirmed by strain data. Shear strains
calculated from ROS recordings showed peak values averaging near 1900
µ
across all gauge locations and exceeding 2900 µ
in one
individual (Table 1). Peak
shear strains were substantially higher than peak axial strains and
1.6–1.8 times higher than peak principal strain magnitudes for each
individual and gauge location. The prominence of these shear strain magnitudes
matches well with the high shear stresses estimated from force-platform
analyses, in which only torsion induced by the GRF (without torsion induced by
muscles) could be considered (Butcher and
Blob, 2008
). Verification of high torsional loading of the femur
in turtles via our strain recordings is a further indication that
dragging a large tail during locomotion may not be required to generate
torsional limb bone loading in quadrupeds,
(Willey et al., 2004
;
Reilly et al., 2005
). In fact,
shear strains reflecting torsion of the femur reach a maximum early in the
step in cooters (Fig. 1), when
the inward rotational moment of the GRF
(Butcher and Blob, 2008
) and
the actions of limb muscles that could retract and inwardly rotate the femur
(Blob et al., 2008
) are likely
acting in conjunction, potentially contributing to the high level of torsional
loading.
Limb bone strains in turtles compared with other taxa
Strain data from cooters validate the conclusions of force-platform studies
(Butcher and Blob, 2008
) that
femoral loading regimes and magnitudes are, generally, similar between turtles
and other reptiles (Blob and Biewener,
1999
; Blob and Biewener,
2001
) during terrestrial locomotion. Although, as noted above,
there are moderate differences in the orientation of femoral bending
determined for cooters versus that determined in alligators and
iguanas, the presence of substantial bending, axial compression and torsion as
femoral loading regimes is indicated in all three lineages. Moreover,
magnitudes of femoral axial compression and bending are comparable in all
three groups. In both turtles (Fig.
3) and alligators (Blob and
Biewener, 1999
), planar strain analyses indicate that the NA is
displaced far from the cross-sectional centroid of the femur at the time of
peak strain, demonstrating significant axial compression. Allowing for minor
variation in gauge placement across individuals, measured axial strain
magnitudes from comparable anatomical locations are also generally similar
across the three species during high-exertion locomotion. For example,
recorded tensile strains from gauges on the anterior surface of the femur
averaged 218.9±118.2 µ
in cooters
(Table 1) compared with
377±162 µ
in alligators and 288±130 µ
in
iguanas for fast steps (Blob and Biewener,
1999
). Although these mean values differ, their range of overlap
is substantial, and the differences in these means are minor compared with
their differences from the higher values typically recorded from birds and
mammals (Biewener et al.,
1983
; Biewener,
1993
; Lieberman et al.,
2003
; Main and Biewener,
2007
). Peak compressive principal strains across our individual
cooters averaged only –1082.2±424.9 µ
(Table 1), somewhat higher than
values recorded previously from alligators and iguanas [generally <1000
µ
(Blob and Biewener,
1999
)] but still considerably lower than values commonly reported
for the limb bones of birds and mammals, which often approach or exceed
2000µ
(Biewener,
1993
; Carrano,
1998
; Main and Biewener,
2007
).
Similar to other non-avian reptiles
(Blob and Biewener, 1999
),
femoral shear strains in cooters (Table
1) indicate considerably greater limb torsion in turtles than has
been typically found in other lineages of quadrupedal tetrapods (e.g.
Biewener, 1990
;
Main and Biewener, 2004
).
However, the high magnitudes of shear strains calculated for cooter femora
(>1400µ
, up to 2900µ
in one individual) substantially
exceed values previously calculated for alligators and iguanas
[
1000–1100 µ
(Blob and
Biewener, 1999
)]. These results corroborate similar patterns of
relative shear stress magnitudes in reptilian lineages calculated from
force-platform analyses, in which cooter femora were found to have higher
torsional stresses than other reptiles and, in fact, among the highest
torsional limb bone stresses for terrestrial tetrapods
(Blob and Biewener, 2001
;
Butcher and Blob, 2008
). Both
planar strain analyses (Fig. 3)
and stress analyses (Butcher and Blob,
2008
) suggest that cooters may rotate the femur about its long
axis more than alligators or iguanas during terrestrial locomotion, a factor
that might contribute to the elevation of torsional loads seen in turtles. A
second factor that might contribute to high torsional loads in turtle limb
bones is the rigidity of their body axis
(Butcher and Blob, 2008
). In
other sprawling taxa, lateral undulations of the body axis might help to
accommodate twisting of the femur; however, with the body axis (and thus,
through the sacrum, the pelvis) fused to the shell in turtles, the femur would
have to resist all such loads by itself.
In addition to turtles, alligators and lizards, elevated torsional loads
have been observed in the hindlimb bones of birds during terrestrial
locomotion (Biewener et al.,
1986
; Carrano,
1998
; Main and Biewener,
2007
). Because birds, as diapsid archosaurs, belong to the broader
reptilian clade including turtles, crocodilians and lizards
(Gauthier et al., 1988
;
Modesto and Anderson, 2004
),
it is possible that the torsion of hindlimb bones observed in birds reflects
the retention of an ancestral condition in this lineage. However, it is not
clear that hind limb torsion seen in birds and other reptiles results from
similar underlying mechanical causes (Main
and Biewener, 2007
). Axial rotation of the femur induced by action
of the caudofemoral muscles and the GRF has been cited as a primary proximate
factor leading to torsional limb bone loading in quadrupedal reptiles
(Blob and Biewener, 1999
;
Blob, 2000
;
Blob, 2001
;
Blob and Biewener, 2001
;
Reilly et al., 2005
;
Butcher and Blob, 2008
).
However, such rotation is not clearly evident in terrestrial birds
(Main and Biewener, 2007
).
Given the distribution of lineages in which torsional limb bone loading has
been observed during terrestrial locomotion, it is possible that it could be
an ancestral feature of tetrapod locomotion originally related to sprawling
limb posture. Bone loading data from additional outgroup lineages, such as
amphibians, could provide insight into this possibility. However, with a
different mechanical basis (i.e. without femoral axial rotation), torsional
loading patterns seen in bird hindlimb bones might well have arisen
independently from those seen in other non-avian reptiles through the course
of functional changes from more immediate avian ancestors.
Although turtles are typically regarded as among the slowest of terrestrial
tetrapods, the highest rates of bone loading we measured in cooters
(
50000 s–1) approach and, in some cases, exceed values
determined for the limb bones of other species during terrestrial locomotion
[e.g. humans, 5000–22000 s–1
(Burr et al., 1996
); dog and
horse,
100000 s–1
(Rubin and Lanyon, 1982
)].
Moreover, as noted in studies of mammalian feeding
(Ross et al., 2007
), strain
magnitude is strongly correlated with strain rate
(Fig. 4), such that steps in
which the femur experiences higher strains tend to be steps in which the limb
is loaded more quickly. Bones loaded at higher strain rates can typically
withstand greater strain magnitudes before yield failure
(Currey, 1988
;
Courtney et al., 1994
;
Yeni and Fyhrie, 2003
;
Földhazy et al., 2005
),
so the correlation between loading rate and magnitude could help convey an
improved ability of cooters to resist the highest loads their limb bones
encounter. However, given the generally low magnitudes of axial strain seen in
turtle femora and their high safety factors
(Table 2, see below), the
functional importance of such contributions is probably quite limited.
Safety factors in the turtle femur: comparisons and implications for the evolution of limb bone design
Strain-based `mean' safety factors for the femur of river cooters ranged
from 4.4 to 6.9 in bending and were evaluated at 3.8 in torsion
(Table 2), values lower than
those derived from force-platform data in bending (13.9), but slightly higher
in shear (3.1) (Butcher and Blob,
2008
) (Butcher and Blob, in
press
). Differences in safety factor calculations between in
vivo strain and force-platform studies have been found in other taxa,
including horses, alligators and iguanas
(Biewener et al., 1983
;
Blob and Biewener, 1999
;
Blob and Biewener, 2001
).
However, in contrast to our results for turtle femora in bending, other
comparisons of these methods tend to show force-platform studies producing
higher estimates of limb bone loads and, thus, lower safety factors. Although
we made a strong effort to model limb muscle activity in cooters as
realistically as possible (Butcher and
Blob, 2008
), model inaccuracies [inappropriate assumptions about
the action and orientation of limb muscles
(Biewener et al., 1983
;
Blob and Biewener, 2001
)]
could lead to higher estimates of safety factors via either
experimental method. In addition, differences in the method of eliciting
locomotion from the study animals (in treadmill strain studies versus
animals choosing their own speed in the force-platform trackway) might also
contribute to differences in the load magnitudes resulting from each
study.
Our strain-based evaluations of femoral safety factors for cooters are
moderately lower than strain-based estimates previously calculated for
alligator and iguana femora [6.3–10.8 in bending, 4.9–5.4 in shear
(Blob and Biewener, 1999
)] but
still at least moderately higher than values of 2–4 [average 2.9
(Blob and Biewener, 1999
)]
typical for avian and mammalian limb bones
(Alexander, 1981
;
Lanyon and Rubin, 1985
;
Biewener, 1993
;
Biewener and Dial, 1995
).
Thus, even accounting for differences in the estimates of femoral safety
factors between our two experimental approaches, the femoral safety factors of
turtles specifically, and non-avian reptiles more broadly, are generally
higher than those of birds and mammals. Differences in both load magnitudes
and bone mechanical properties may contribute to the differing safety factors
of these lineages. In addition to having lower bending strains in their limb
bones than most birds and mammals (Table
1), cooter femora had higher tensile yield strains: 8316µ
(Table 2), compared with
mammalian and avian values between 5250µ
and 6000µ
(Currey, 1984
;
Biewener, 1993
). Yield strains
in bending for the femora of alligators and iguanas are also higher than those
typical of birds and mammals (Blob and
Biewener, 1999
). In addition, even though high femoral shear
strains were observed in turtles during locomotion
(Table 1), yield strains in
shear for cooter femora (9441µ
) were higher than values typically
attributed to non-reptilian taxa [8000µ
(Currey, 1984
)]. These data
indicate that elevated mechanical resistance to failure may be a common factor
contributing to the higher limb bone safety factors of non-avian reptiles
compared with birds and mammals. Although variation in limb bone mechanical
properties has not typically been viewed as a major factor contributing to the
diversity of tetrapod limb bone designs and functional capacities
(Biewener, 1982
;
Erickson et al., 2002
),
distinctive bone properties of some lineages have the potential to affect
several aspects of limb performance (Blob
and Snelgrove, 2006
).
Confirmation, by our strain analyses, of the substantial femoral safety
factors we observed in cooters based on force-platform data again raises
questions as to why such a degree of protection against limb bone failure is
found in turtles and the other quadrupedal reptiles in which bone loading has
been evaluated. One potential advantage suggested for high limb bone safety
factors in reptiles is that they could reduce the risk of fatigue failure
(Carter et al., 1981
) that
might result from low bone remodeling rates
(Enlow, 1969
;
de Ricqlès, 1975
;
de Ricqlès et al.,
1991
), which could limit the capacity for repair of microdamage
resulting from cyclic loading in locomotion
(Lanyon et al., 1982
;
Burr et al., 1985
). While this
might be the case in the limb bones of turtles, other species of non-avian
reptiles with similar low rates of bone remodeling have been reported to have
skull bones that experience high strains that would result in low safety
factors [alligator mandible (Ross and
Metzger, 2004
)]. However, such bones experiencing high strains
tend to be loaded less frequently than limb bones
(Ross and Metzger, 2004
). High
limb bone safety factors could also help reptiles to accommodate variability
in the loading demands they encounter
(Alexander, 1981
;
Lowell, 1985
;
Blob and Biewener, 1999
).
These could stem from variation in the loads they experience [coefficients of
variation in peak strain magnitudes for cooters averaged 34.4% versus
<8% in birds and mammals (Biewener,
1991
)], as well as potential variation in bone mechanical
properties related to the absorption of endosteal bone from the femur during
egg-laying, at least in females (Edgren,
1960
; Suzuki,
1963
; Wink and Elsey,
1986
). Although elevated safety factors might be expected to be
energetically costly to maintain, such costs might be a limited burden in
lineages such as turtles and crocodilians, in which locomotor energetic
economy (e.g. mechanical energy recovery) is generally not a significant
factor in performance (Willey et al.,
2004
; Zani et al.,
2005
). Alternatively, high limb bone safety factors, resulting
from `excessively' robust femora, may simply be a consequence of providing
adequate surface area for the attachment of sufficiently large locomotor
muscles to power locomotion and resist the high muscle forces that can be
imposed during sprawling locomotion
(Butcher and Blob, 2008
). Such
a scenario would suggest that skeletal design in the limb may be substantially
influenced by the demands imposed by muscle arrangement and performance
(Hutchinson and Garcia, 2002
;
Hutchinson, 2004
).
Considerations of the diversity of limb bone safety factors and designs in
terms of their costs and benefits are typically framed in the context that
natural selection should act against bone designs with safety factors that are
inadequate or excessive (Alexander,
1981
; Lanyon,
1991
; Diamond and Hammond,
1992
; Diamond,
1998
). However, other factors beyond the action of natural
selection may contribute to the diversity of limb bone safety factors observed
across tetrapod taxa (Garland,
1998
). For non-avian reptiles in particular, high limb bone safety
factors might have resulted incidentally from selection on other traits (e.g.
bone surface for muscle attachment) or simply have been retained from
ancestral lineages (Lande and Arnold,
1983
; Blob and Biewener,
1999
). Limb bone loading data from amphibians could help clarify
such questions about the phylogenetic history of factors affecting tetrapod
limb bone design. Thus, although our evaluations of loading mechanics in
turtle limb bones have extended understanding of the diversity of bone loading
patterns and designs in tetrapods, understanding the evolutionary origins of
that diversity will require further examination of bone loading in a wider
functional and phylogenetic range of species.
| Acknowledgments |
|---|
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|
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