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First published online March 12, 2009
Journal of Experimental Biology 212, 1053-1063 (2009)
Published by The Company of Biologists 2009
doi: 10.1242/jeb.020248
Function of the epaxial muscles during trotting
1 Institute of Systematic Zoology and Evolutionary Biology,
Friedrich-Schiller-University, Erbertstrasse 1, 07743 Jena, Germany
2 Department of Biology, 201 South Biology Building, University of Utah, Salt
Lake City, UT 84112, USA
* Author for correspondence (e-mail: nadja.schilling{at}uni-jena.de)
Accepted 19 January 2009
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Summary |
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Key words: electromyogram, EMG, Canis, longissimus, multifidus, trunk, mammals, dog
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INTRODUCTION |
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). The
superficial and multisegmental muscles such as the m. multifidus or the m.
longissimus have been shown to be well equipped to mobilize as well as to
globally stabilize the spine because of their relatively high proportion of
fast fibers whereas deep and oligosegmental muscles such as the mm. rotatores
are well suited to locally stabilize the spine because of their higher
proportion of slow fibers in both non-cursorial (e.g.
Yokoyama, 1982;
McFadden et al., 1984;
Kojima, 1998;
Schilling, 2009) and cursorial
mammals (e.g. Carlson, 1978;
Armstrong et al., 1982;
Yokoyama, 1982;
Strbnec et al., 2004;
Acevedo and Rivero, 2006).
Because the activity patterns of the epaxial muscles during walking and
trotting in mammals have been found not to be consistent with the production
of trunk movements, most investigators have concluded that the epaxial muscles
function to stabilize the trunk during symmetrical gaits
(Carlson et al., 1979;
English, 1980;
Shapiro and Jungers, 1994;
Licka et al., 2004).
Nevertheless, the specific locomotor forces and moments that require this
stabilization were not discussed. For example, the body axis needs to be
stabilized against the inertial loadings that occur as the trunk is
accelerated and decelerated in the fore–aft and vertical directions
during each stride. Additionally, the trunk must be dynamically stabilized
against the forces applied to it by the extrinsic muscles as the limbs (1)
cycle through the accelerations of both swing and support phase and (2) apply
forces to the trunk to accelerate the center of mass of the body. Finally, the
epaxial muscles may stabilize the trunk in ways that allow lung ventilation.
Hence, there are a number of possible stabilizing functions that epaxial
muscles probably provide during walking and running, but currently the
literature contains only a few observations that can help us resolve the
function of the epaxial muscles. Our limited understanding of what the epaxial
muscles do during locomotion is striking when it is contrasted with our
relatively extensive knowledge of the locomotor function of limb muscles.
Only three studies have proposed specific hypotheses for the locomotor
function of the epaxial muscles in symmetrical gaits. Ritter et al.
(Ritter et al., 2001) and
Robert et al. (Robert et al.,
2001a) hypothesized that the epaxial muscles counteract sagittal
rebound of the trunk during trotting. Because the trunk sags due to its
inertia during the first half of a trotting step, it tends to rebound during
the second half of the step. Both studies tested and confirmed this hypothesis
by manipulating the inertial moment of the trunk by having the dogs carry
additional mass on the trunk (Ritter et
al., 2001) or having the horses run at a variety of speeds
(Robert et al., 2001a).
Although, the timing of the bilateral activity of the back muscles (i.e.
simultaneous activity during the second half of stance and swing) is
appropriate to restrict the `sagittal rebound', in order to stabilize the
trunk against sagittal movements one would expect bilaterally symmetrical
activity. However, in a variety of mammals, the epaxial burst of activity
ipsilateral to the stance limb is always larger than the burst contralateral
to stance (Carlson et al.,
1979; Shapiro and Jungers,
1994; Ritter et al.,
2001; Robert et al.,
2001a; Robert et al.,
2001b). This asymmetry in the activation of the epaxial muscles
points to additional functional roles of the epaxial muscles beyond simply
restricting sagittal rebound.
A second hypothesis is based on studies on cats
(Wada et al., 2006). These
investigators suggested that the epaxial muscles increase the stiffness of the
vertebral column and produce medially directed forces to decrease lateral
trunk excursions induced by limb action. During walking, the trunk
periodically swings from side to side. In order to restrict lateral bending,
activity can be expected on the side on which the trunk is extended, i.e. the
side ipsilateral to hindlimb support. However, in their data, the larger pulse
of the biphasic activity was recorded contralateral to hindlimb stance and
thus would produce lateral bending rather than restricting it. Furthermore,
the asymmetry in the activity pattern reported by Wada et al.
(Wada et al., 2006) is
different from patterns observed for other walking mammals including cats
(Carlson et al., 1979;
Shapiro and Jungers, 1994) in
which the higher burst occurs during ipsilateral hindlimb stance.
These conflicting results raise questions about the functional role of the epaxial muscles during symmetrical gaits in mammals. To increase our understanding of the function of the epaxial muscles, we manipulated the locomotor forces acting on the trunk in dogs while they trotted on a treadmill. The locomotor forces were manipulated while the muscle activity of the two medial epaxials, the m. multifidus lumborum and the m. longissimus thoracis et lumborum, was recorded at three sites along the trunk.
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MATERIALS AND METHODS |
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2 m s–1). The mean body mass of the
three males and three females was 25±3 kg. All individuals were
obtained from local animal shelters (UT, USA) and trained to trot on the
treadmill unimpeded and under conditions of various force manipulations.
Recordings started on the third or fourth day after the surgical implantation
of the electrodes and continued for 5–6 days. The electrodes were
removed no later than 10 days after implantation and, after a period of
recovery, all dogs were adopted as pets. The study was carried out in parallel
to recordings of the hindlimb protractor and retractor activity
(Schilling et al., 2009) and
therefore, the same experimental protocol and subjects were used in both
studies. All procedures conformed to the guidelines of the University of Utah
Institutional Animal Care and Use Committee (# 02-06014).
Instrumentation and recording
Surgical implantation of the electrodes, recording of the muscle activity,
and data analysis were described in detail previously
(Carrier et al., 2006;
Carrier et al., 2008). Briefly,
the dogs were initially anesthetized with Pentothal and intubated for
artificial ventilation. Anesthesia was maintained with Isoflurane for the
duration of the surgery. Incisions were made through the skin and the
thoracolumbar fascia above the site of electrode placements. Sew-through
electrodes (Basmajian and Stecko,
1962) were secured to the m. multifidus lumborum and the m.
longissimus thoracis et lumborum at the level of and parallel to the spinous
processes of T13, L3 and L6 using the same incisions for both muscles. The
anatomy of the muscles is described in detail in Evans and we follow his
nomenclature (Evans, 1993).
The depth of the electrode placement within the muscles was approximately
0.5–1.0 cm. At each site, two electrodes were implanted to provide
redundancy in case of electrode failure. Lead wires from the electrodes were
passed subcutaneously to a site between the vertebral edges of the scapulae
and exited the subjects slightly cranial to the shoulder blades in their
neck.
Electromyographic (EMG) signals were sampled at 4000 Hz, filtered above
1000 Hz and below 100 Hz, and amplified approximately 2000 times. In order to
correlate the locomotor events with the muscle activity, video recordings were
made from a lateral view using a high-speed camera (60 Hz). An analog signal
of the locomotor cycle was obtained by monitoring the vertical acceleration of
the trunk with an accelerometer mounted to the dog's back. The video
recordings were synchronized with the analog signals in order to associate the
stride phases with the muscle recordings (for details, see
Carrier et al., 2008).
Locomotor force manipulations
In order to improve our understanding of the locomotor function of the
epaxial muscles, we monitored changes in the EMG patterns in response to
defined manipulations of the locomotor forces. The following manipulations
were applied as the dogs trotted at constant speed on the treadmill.
During all force manipulations, the running speed was held constant during both the control and the experimental trials. The data for the different force manipulations were collected on different days and therefore, separate control trials were collected each day. During the controls, which were often performed before and after the manipulation, the dogs trotted unimpeded on the treadmill at the same speed as during the manipulations. Data from the different control trials collected during one session were used as an indicator of whether the dog's performance was influenced by muscle fatigue.
Analysis of the electromyographic signals
In order to examine the relationship between muscle recruitment and
locomotor events and to facilitate comparisons among subjects and trials,
time-normalized stride average EMGs were generated for each muscle and site
from 20 strides of each dog (Banzett et
al., 1992a; Banzett et al.,
1992b; Carrier et al.,
2006) (for details, see Carrier
et al., 2008). The stride averages were generated from rectified
EMGs using a sampling window, identified with the acceleration signal. The
sampling window began and ended with the initiation of ipsilateral hindlimb
support. The video recordings were used to identify the point in the
accelerometer signal that represented the touchdown of the ipsilateral
hindlimb. The sampling window varied slightly in duration and consequently
differed in the number of recorded data points. To enable averaging across
multiple strides of different durations, each EMG sample was normalized using
a custom LabVIEW program to generate a new sample consisting of 120 bins in
which all the point values from the original EMG sample were partitioned. For
example, the first of the 120 bins contained the sum of the point values from
the original sample that occurred in the first 120th of the stride. Likewise,
the second bin contained the sum of the point values from the second 120th of
the stride, and so on. Stride averages were then generated by averaging the
value for each of the 120 bins across the 20 samples (i.e. strides) for a
given muscle or muscle site. The resulting stride average for each muscle or
site was a series of 120 bins that represented the average activity of that
muscle site during the stride.
The effect of the manipulations was illustrated by normalizing the amplitude of the EMGs of the experimental trial to the average amplitude of the controls. This normalization was performed in two steps. First, the average value for the 120 bins of the control trial was calculated. Then each bin of the control and manipulation trials was divided by this average control value. Once the data from each dog were normalized, the average bin values for the six dogs for both the force manipulation and the control were calculated. By normalizing values for each dog prior to averaging across dogs, the pattern from one dog did not overwhelm the pattern from another (because of differences in EMG amplitude among electrodes, for example). The results are presented graphically as median and the lower and upper quartile (e.g. Figs 1, 2, 3, 4). Note that control and manipulation signals were plotted relative to the maximum amplitude observed in the respective manipulation. Thus, the relative amplitude of the control varies from figure to figure (e.g. Figs 2 and 3). The effect of the manipulation was also illustrated by plotting the difference between the control and manipulation signals as well as the 95% confidence interval (Figs 1, 2, 3, 4). Note that each difference trace was scaled to the maximum difference observed for that particular comparison. If error bars do not cross the x-axis, the difference between manipulation and control is statistically significant for that particular bin in the stride. Because we were able to collect and analyze data from both electrodes at each site of both muscles in all dogs (except T13 of m. multifidus lumborum and L6 of m. longissimus thoracis et lumborum), the presented data represent the results of both electrodes per site.
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A similar analysis was undertaken to test whether the placement of the added mass that was above the girdles versus above the mid-trunk (manipulation 1), had an effect on the recruitment of the muscles. If there was no difference between the two manipulations, the result would be a ratio of 1. A ratio smaller than 1 would indicate a larger effect of the girdle masses on the muscle's activity whereas a ratio larger than 1 points to a higher effect of the mid-trunk mass on the recorded activity.
To test if application of horizontally directed forces changed the recruitment of a given muscle, we used least squares, linear regression of scaled force and EMG area. Thirty-five to 40 strides were sampled for each force manipulation (e.g. lateral pull to the ipsilateral side in dog #1). The rectified integrated area of each EMG sample was determined by summing the data points for each stride. The mean force applied to the dog during each of the sampled strides was determined from the force transducer in series with the leash. Each set of 35–40 samples from each dog was normalized such that values of integrated EMG area and applied force ranged from zero to one. This was accomplished by subtracting the minimum value in the set from every value and then dividing each value by the range of values. Thus, the data from each dog were adjusted to the same scale. We then tested for a significant regression (i.e. slope different from zero, P<0.05) of the normalized EMG area against normalized force with all dogs included in a single regression.
In a previous study, the effect of the locomotor force manipulations on the
metric parameters of the stride cycle was tested to check whether the force
manipulations resulted in a change of the locomotor parameters. Only small or
no changes in the stride phases were observed
(Carrier et al., 2006;
Carrier et al., 2008). In this
study, we tested the effect of the inclined substrate (i.e. 10 deg. and 14
deg. up- and downhill) on the temporal parameters of the hindlimb stride cycle
in the experimental trials in comparison to the control trials. For neither
the swing nor the stance duration were the experimental trials significant
different from the control trials.
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RESULTS |
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Adding 8% or 12% of body mass to the limb girdles, the mid-trunk or the pelvic girdle had no significant effect on the activity of the multifidus muscle (Table 1; except one electrode at L6 when 8% of body mass was added). When the trotting dogs carried the added mass over their girdles versus over the middle of their trunk, activity of the multifidus muscle was significantly higher in the mid-trunk trials in only four of the 12 comparisons (Table 2). The general characteristics of the activity were similar between control and trunk loading trials but the muscle activity was slightly delayed within the stride cycle in the manipulation trials (Fig. 1).
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Running uphill on both the 10 deg. or 14 deg. inclined treadmill increased the activity of the multifidus muscle significantly at only one of the two electrodes at T13 but at all electrodes at the lumbar sites (Table 1). The increase in the muscle's activity was low at the thoracic sites (1.2- to 1.3-fold), somewhat more at the L3 sites (1.4- to 1.6-fold), and the most dramatic at the L6 sites (2.5- to 3-fold; Table 1). Whereas the timing of the two bursts during a stride cycle did not change in the posterior thoracic region (T13), a dramatic change in the period of the activity was evident in the lumbar region (Fig. 2). The beginning of the muscle's activity during ipsilateral stance was slightly delayed and the activity continued into the swing phase (up to the middle of ipsilateral swing at L6; Fig. 2). The same was true for the second burst, in which the activity lasted longer during ipsilateral swing at L3 and continued throughout touch down into the next ipsilateral stance phase at L6 (Fig. 2). Note that this shift increased at the more caudal sites (Fig. 2).
Running downhill at 10 deg. or 14 deg. significantly decreased the multifidus activity at all sampling sites (Table 1). Again, the response of the muscle was not similar at all cranio-caudal levels; rather the extent to which activity decreased when the dogs trotted downhill was more pronounced in the caudal recording sites (T13: 0.6- to 0.73-fold, L3: 0.5- to 0.6-fold, L6: 0.1- to 0.2-fold). The activity during ipsilateral stance started and ended earlier when running downhill in comparison to the controls, whereas the timing of the second burst during ipsilateral swing phase was uninfluenced by the manipulations in comparison to the control trials (Fig. 3). Note that the shift of the first burst during ipsilateral hindlimb stance was more pronounced in the most cranial site (T13) than the caudal one (L6).
In general, the addition of mass to the hindfoot increased the activity of the multifidus muscle at all recording sites although the change was not significant for one electrode at T13 for 2% and one electrode at L3 and L6 for 1% (Table 1). The effect of the manipulation was greatest at the most caudal lumbar sites with the two electrodes registering 1.3- and 1.7-fold increases in activity when 2% of the body mass was added (Table 3). The time course of the muscle's activity during a cycle was not influenced by the mass added. The raised base line between the main bursts in the lumbar sites, however, suggests a low level of a tonic activity throughout the step cycle (Fig. 4).
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The application of horizontal fore or aft forces resulted in a significant response of the multifidus muscle at all cranio-caudal levels investigated (Table 3). During the forward pulls, i.e. when the dogs pushed backward and thus resisted being pulled forward, the integrated activity of the muscle decreased significantly with increasing force. When the dogs pulled forward against a backward directed force (i.e. backward pulls), the activity of the multifidus increased significantly as the applied force increased. Note that there was a cranio-caudal trend in the change of the muscle recruitment indicating a higher increase or decrease caudad (Table 3).
M. longissimus thoracis et lumborum
While the dogs trotted at constant speed on the horizontal treadmill, the
longissimus muscle showed a biphasic activity pattern during a stride cycle
(Figs 1,
2,
3,
4). As was the case for the
multifidus, the higher activity occurred during the ipsilateral stance phase
and lasted from the middle of stance to lift off. The smaller activity was
observed during the ipsilateral hindlimb swing and started in the second half
of swing phase to last till touch down.
Adding mass to the trunk did not have a significant effect on the activity of the longissimus muscle (except one electrode at L6 with both a girdle or pelvic mass of 12%; Table 1). Adding mass to the trunk did not alter the general characteristics of the muscle activity but caused a slight delay in relation to the stride phases (Fig. 1). When the trotting dogs carried the added mass over their girdles versus over the middle of their trunk, activity of the longissimus muscle was significantly higher in the mid-trunk trials in only five of the 12 comparisons (Table 2). Nevertheless, when the results from both the multifidus and longissimus muscles were pooled, the average integrated activity of the six dogs was observed to be greater in the mid-trunk trials than in the girdle trials in 20 of the 24 comparisons. This higher activity in the mid-trunk trials was significant in a binomial distribution test (P=0.0006).
As in the multifidus muscle, activity of the longissimus muscle generally increased when the dogs trotted uphill and decreased when they ran downhill. In both situations, the changes were more dramatic in the caudal region of the trunk than the cranial site (e.g. 14 deg.: 1.3- to 2.6-fold at T13 vs 9.6- to 9.9-fold at L6). The changes were greater in the longissimus than in the multifidus muscles (Table 1). During running uphill, the changes in the activity of the longissimus muscle were significant for all sites except one electrode at T13 at 10 deg. (Table 1). The time course of the activity of the longissimus muscle changed during running uphill, especially in the lumbar region (Fig. 2). Whereas no change occurred at the thoracic site, the activity lasted from ipsilateral mid-stance until the first third of ipsilateral swing in the lumbar region. The second burst, which occurred during the second half of ipsilateral swing and ended around touch down during the control trials, lasted into the following stance phase. Thus, the longissimus muscle was continuously active around lift off and touch down of the ipsilateral limb in the lumbar region. When the dogs ran downhill at 10 deg. or 14 deg., the activity of the longissimus was significantly reduced at all sites along the trunk. While the muscle activity was reduced by about a third at T13, it was reduced to half of the activity during the control trials at L3 and exhibited only a third of the activity of the controls at L6 (Table 1). As was the case with the multifidus, the time course of the activity changed slightly during running downhill. Both, the main burst during ipsilateral swing and the second burst during swing started earlier in the stride cycle (e.g. L3 in Fig. 3).
Adding mass to the hindfoot caused a significant increase of the activity of the longissimus muscle at all recording sites independent of whether or not it was 1% or 2% of the body mass that was added. Comparing the thoracic and lumbar sites, the effect was greatest in the most caudal electrodes (L6; Table 1). The time course of the muscle activity during one stride cycle was not influenced by the added masses (Fig. 4).
The manipulation of the fore–aft forces caused a significant change of the integrated muscle activity at all cranio-caudal levels (Table 3). When the dogs were pulled forward via the muzzle and had to resist this pulling, the integrated activity of the longissimus muscle decreased significantly as applied force increased. When the dogs had to push forward against a rearward directed force, the integrated activity increased significantly with increasing force. Similarly to the m. multifidus, the changes were more dramatic in the caudal site than the cranial site (Table 3).
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DISCUSSION |
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), baboons, chimpanzees, orangutans
(Shapiro and Jungers, 1994)
and trotting dogs (Ritter et al.,
2001), as well as of the m. longissimus of walking cats
(Carlson et al., 1979),
primates (Shapiro and Jungers,
1994) trotting horses (Robert
et al., 2001a; Robert et al.,
2001b) and dogs (Tokuriki,
1973; Ritter et al.,
2001). Our data are different in the timing of the activity for
both muscles from trotting cats (English,
1980) and in the asymmetry of the two bursts per cycle from
walking cats (Wada et al.,
2006).
Stabilization in the sagittal plane
Previous studies have suggested that the function of the epaxial muscles
during trotting in mammals is to control inertial oscillations of the trunk in
the sagittal plane (`sagittal rebound hypothesis')
(Ritter et al., 2001;
Robert et al., 2001a).
Although the results of trunk loading manipulations in this study are
consistent with the previous experimental result of Ritter et al.
(Ritter et al., 2001), in that
we observed a significant increase in the activity of the epaxial muscles when
added mass was carried over the mid-trunk, compared to when it was divided in
half and carried over the girdles, the increase in activity due to mid-trunk
loading was not as striking in this study as it was in the study by Ritter et
al. (Ritter et al., 2001). The
difference in the two studies may stem from higher running speeds and heavier
trunk loads in the case of the Ritter et al.
(Ritter et al., 2001) study.
Nevertheless, in this study, we consistently observed more dramatic changes in
epaxial muscle activity to manipulations of the protractor and retractor
torques of the hindlimb than to manipulations of the inertia of the trunk.
As explained above, to produce or restrict sagittal bending, the epaxial
muscles on both sides of the body are expected to be activated equally and
synchronously to avoid a long-axis rotation of the trunk due to the oblique
orientation of the muscle fascicles in the longissimus and especially the
multifidus muscles (Evans,
1993). Nevertheless, the results of this study and of previous
studies in various mammals show that the activity pulse ipsilateral to
hindlimb support is always higher than the pulse during ipsilateral swing
phase (Carlson et al., 1979;
Shapiro and Jungers, 1994;
Ritter et al., 2001;
Robert et al., 2001b). The
asymmetry in the two bursts leads to the suggestion that the epaxial muscles
may do more in trotting mammals then simply control inertial oscillations of
the trunk in the sagittal plane.
Action of the hindlimb pro- and retractors induces retro- and anteversion
of the pelvis, respectively, and thus sagittal extension or flexion of the
spine (Gray, 1968). The main
retractors of the hindlimb such as the gluteus medius, the semimembranosus,
and the cranial portion of the biceps femoris muscles have been shown to be
active in trotting dogs during the end of the ipsilateral swing phase to brake
the forward motion of the limb and accelerate it caudad to initiate the stance
phase (Schilling et al.,
2009). To counteract anteversion of the pelvis and thus sagittal
flexion of the trunk, which the retractors of the hindlimb would cause, the
epaxial muscles have to be activated. But at the beginning of stance, when the
femur is actively retracted and retractor muscle activity was recorded
(Schilling et al., 2009), no
activity, either ipsi- or contralateral, was recorded in the back muscles. At
the same time, the trunk undergoes sagging due to the inertia of the trunk
(Ritter et al., 2001).
Therefore, we suggest that during level trotting the anteversion moment
imposed on the pelvis by hindlimb retractor muscles at the initiation of
stance phase is counteracted by the inertia of the trunk, rather than the
epaxial muscles.
During trotting uphill, the recruitment of the hindlimb retractor muscles
is dramatically increased (Schilling et
al., 2009). At the same time, sagittal rebound of the trunk is
reduced as more trunk weight is supported by compressive forces acting on the
centra of the vertebrae and the intervertebral discs. Altogether, the
increased retractor moment and the decreased inertial movements of the trunk
result in an increased need for the epaxial muscles to stabilize the pelvis in
the sagittal plane. The increased bilateral activity and especially the
prolonged activity of both epaxial muscles are consistent with this increased
need for stabilization (Fig.
1). With increasing inclination, both an increased activity level
and a prolonged period of activity was also observed in the longissimus muscle
of trotting horses (Robert et al.,
2001b) and walking cats (Wada
et al., 2006). The observation that the increased activity was
more pronounced in the more caudal recording sites in the current study is
also consistent with elevated retractor moments acting on the pelvis during
running uphill. Similarly, when the dogs trotted with masses added to their
feet, the hindlimb retractors have more breaking work to do at the end of
swing. Thus, the increase of the epaxial muscle activity at the end of swing
phase when mass was added to the hind feet is consistent with preventing
sagittal flexion and anteversion of the pelvis at the end of swing. In this
case also, the changes were more dramatic at the lumbar sites, i.e. closer to
the pelvis.
Significant changes in the epaxial muscle activity were also observed when
the horizontal forces acting on the dog were manipulated. Whereas epaxial
muscle activity at all sites along the trunk decreased when the dogs were
pulled forward via the muzzle, activity significantly increased when
the dogs were pulled rearward wearing a harness. As expected, hindlimb
retractor muscle activity also decreased when the dogs were pulled forward but
increased significantly when the dogs were pulled rearward
(Schilling et al., 2009).
These results are consistent with the epaxial muscles functioning to stabilize
the trunk and pelvis against anteversion torques imposed on the pelvis by the
hindlimb retractor muscles.
During running downhill, retractor muscle activity is reduced to breaking
the forward swinging of the limb at the end of swing phase. The reduced
hindlimb retractor moment is consistent with the significantly reduced
activity of both epaxial muscles. Whereas the activity at the thoracic site is
only slightly decreased (to about two thirds), the decrease is more dramatic
toward the caudal region of the trunk (to about one third at L6). Wada et al.
(Wada et al., 2006) also
reported a general decrease of the epaxial muscle activity in cats walking
down a slope.
Activity of the protractor muscles of the hindlimb, such as the tensor
fasciae latae or the cranial and the caudal sartorius muscles, mainly occurs
before and during the first half of ipsilateral swing
(Schilling et al., 2009).
Action of the protractors exerts retroversion on the pelvis and would tend to
extend the vertebral column. At the same time, when protractor muscle activity
is observed, the trunk undergoes sagging due to its inertia, extending the
back (Ritter et al., 2001). No
activity of the epaxial muscles was observed during this phase of the stride
cycle, presumably because it would increase sagittal extension. Protractor
activity decreased when the dogs trotted downhill, most probably because
gravitational forces effectively swing the limb forward, requiring less
muscular work (Schilling et al.,
2009). This may explain why no changes in the activity of the back
muscles were observed. However, the extension of the back caused by both the
inertia of the trunk and the protractor muscle activity is probably
counteracted by abdominal wall muscles such as the m. rectus abdominis. The
activity of this muscle has been shown to be appropriate to restrict trunk
extension in trotting horses (Robert et
al., 2001a).
Stabilization in the horizontal plane
Lateral bending of the trunk and associated pelvic rotations in the
horizontal plane are ancestral locomotor characteristics of all vertebrates
(Howell, 1944;
Gray, 1968;
Hildebrand, 1976). Based on
their topography, the most laterally situated epaxial muscles (i.e. the mm.
iliocostalis et longissimus) were thought to produce lateral bending movements
(Slijper, 1946;
Starck, 1978). In order to do
so, ipsilateral and unilateral muscle activity, starting shortly before
hindlimb lift off and continuing throughout swing phase can be expected. But,
as shown for the longissimus in cats
(Carlson et al., 1979), horses
(Robert et al., 2001b) and
dogs (this study) as well as for both the longissimus and the iliocostalis
muscles in dogs (Ritter et al.,
2001) and primates (Shapiro
and Jungers, 1994), the main activity occurs during the second
half of stance and ends prior to ipsilateral lift off. This pattern is
inappropriate to produce lateral flexion, occurring during the period when the
trunk laterally extends. Thus, the results of this study are consistent with
previous results (Carlson et al.,
1979; English,
1980; Shapiro and Jungers,
1994; Ritter et al.,
2001), indicating that the main activity of both muscles
investigated in this study is not consistent with the production of lateral
bending.
The asymmetry of the bilateral activity of the epaxial muscles during a
trotting step may be associated with the horizontal components of the moments
imposed on the pelvis by the protractor and retractor muscles of the hindlimb.
At the time in a step when one leg is at the end of swing phase and the other
leg is at the beginning of swing, hindlimb retractors and protractors act
simultaneously on the pelvis. That is, the m. tensor fasciae latae initiates
the protraction of the hindlimb by its activity during the last third of
stance while at the same time the retractors (mm. gluteus superficialis,
gluteus medius, semimembranosus et biceps femoris) of the opposite hindlimb
brake its forward swing and initiate its retraction
(Schilling et al., 2009). The
simultaneous action of protractor and retractor muscles would cause pelvic
rotation about its dorsoventral axis and thereby lateral bending of the spine.
Activity of the epaxials on the side of the body contralateral to the swinging
leg, especially of the longissimus, could resist this pelvic rotation and
lateral bending. Thus, asymmetrical activity of both epaxials in which the
higher activity is contralateral to the swinging leg is consistent with
stabilizing of the pelvis against rotation and thus against lateral bending.
Increasing the protractor and retractor moments acting on the pelvis by adding
mass to the hindfoot increased the activity of the epaxial muscles,
particularly at the lumbar sites. This increased activity is consistent with
an increased need to stabilize the pelvis in the horizontal plane.
During trotting uphill, when more work is required to laterally flex the trunk, the activity of the m. longissimus is significantly increased in comparison to the control trials and the primary burst is no longer limited to the ipsilateral stance. Instead, activity continues into the subsequent swing phase (L3, L6 in Fig. 2). Similarly, the activity on the other side of the trunk associated with ipsilateral swing continues into the consecutive stance phase and thus does not end with touch down. Although both epaxials investigated showed a significant increase in their activity during uphill running, the increased activity of the multifidus was largely bilaterally symmetrical, whereas the longissimus exhibited a clear asymmetry (L6 in Fig. 2). The longissimus exhibited substantially higher activity after ipsilateral lift off compared to its activity after the ipsilateral touch down. Because the timing of this unilateral increased activity in the longissimus muscle is consistent with the production of lateral flexion, we suggest, the longissimus muscle may assist in laterally bending the trunk during uphill running.
Stabilization in the transversal plane
Pelvic tilting, i.e. rotation about the anterior–posterior axis of
the pelvis, is a plesiomorphic locomotor characteristic of all tetrapods. In
trotting mammals, the pelvis is neutrally oriented along its long axis such
that the two hip joints are at the same elevation at mid stance; whereas it is
most tilted along its long axis at the point in step when one limb touches
down and the other is lifting off (Jenkins
and Camazine, 1977; van der
Graaff et al., 1982; Schilling
and Fischer, 1999). The ground reaction force exerted from the
supporting limb causes a torsional moment on the pelvis that would tend to
rotate it to the opposite side and thus twist the trunk. At the same time, the
mass of the swinging leg is also acting to rotate the pelvis and trunk in the
same direction. This tendency for the pelvis to rotate along its long axis
could be resisted by activity of extrinsic hindlimb muscles such as the m.
gluteus medius on the ipsilateral body side of the supporting leg
(Schilling et al., 2009).
Additionally, the oblique cranio-medial orientation of both the multifidus and
the longissimus muscles (Evans,
1993) is well suited to counteract these torsional moments acting
on the trunk. However, during level trotting, no activity in the epaxial
muscles that was temporally consistent with long axis stabilization was
recorded. Nevertheless, adding mass to the hindfoot is expected to increase
the need for long axis stabilization during swing phase and did result in
increased activity of both contralateral epaxials and particularly of the
lumbar multifidus. Most striking, the caudal site of the multifidus showed
tonic activity throughout the stride cycle
(Fig. 4), which is consistent
with a long axis stabilizing function of this muscle against forces
transferred from the hindlimb onto the trunk via the pelvic
girdle.
Conclusions
When dogs trot at constant speed on a level surface, the primary function
of the lumbar epaxial muscles is to stabilize the trunk against the moments
imposed on the pelvis by the extrinsic muscles of the hindlimb. The bilateral
activity of the epaxial muscles during the second half of a trotting step is
suggested to stabilize the pelvis against the vertical component of the moment
imposed by hindlimb retractor muscles during the end of swing phase. The
greater activity observed in the epaxial muscles ipsilateral to hindlimb
stance phase is hypothesized to stabilize the pelvis against the horizontally
oriented component of the moment on the pelvis induced by (1) action of the
hindlimb protractor muscles initiating swing phase of the support limb and (2)
action of the hindlimb retractor muscles ending swing phase of the ipsilateral
limb. Although our manipulations of the inertia of the trunk produced results
that are consistent with previous studies that indicated the epaxial muscles
stabilize the trunk against accelerations in the sagittal plane
(Ritter et al., 2001;
Robert et al., 2001a), the
response of the epaxial muscles to manipulations of trunk inertia were small
compared to their response when moments produced by the extrinsic hindlimb
muscles were manipulated. Finally, when dogs trot uphill or pull forward
against a resisting force, the epaxial muscles exhibit elevated activity that
is consistent with (1) stabilization of the pelvis against the increased
moment imposed by the hindlimb retractor muscles and (2) assisting in the
production of lateral bending of the trunk.
Although the m. multifidus lumborum and the m. longissimus thoracis et
lumborum appear to function in trotting mammals to (1) globally stabilize the
spine in all planes of the body, and (2) dynamically stabilize the pelvis
against forces produced by the activity of the extrinsic hindlimb muscles,
pelvic rotations in the horizontal plane and about the
anterior–posterior axis of the pelvis do occur in both non-cursorial
(van der Graaff et al., 1982;
Pridmore, 1992;
Schilling and Fischer, 1999)
and cursorial mammals (Carlson et al.,
1979; Jenkins and Camazine,
1977). Despite their relatively low amplitudes, horizontal and
long-axis rotations of the pelvis may contribute to increasing step length and
the production of locomotor work because the resulting pelvic motion is in the
direction of body progression (Gray,
1968). Nevertheless, mammalian epaxial muscles are not involved in
the production of lateral bending or tilting during level trotting. Rather,
they seem to permit a certain amount of truncal motions. Whether other muscles
such as the mm. psoas major et minor or the m. quadratus lumborum are actively
involved in the production of these truncal movements or all spine motions
during trotting are passively induced by gravitational forces and locomotor
accelerations, or are caused by forces transmitted to the trunk by the
extrinsic limbs muscles warrants further investigation.
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TOPSummaryINTRODUCTIONMATERIALS AND METHODSRESULTSDISCUSSIONReferences |
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  N. Schilling, T. Fischbein, E. P. Yang, and D. R. Carrier Function of the extrinsic hindlimb muscles in trotting dogs J. Exp. Biol., April 1, 2009; 212(7): 1036 - 1052. [Abstract] [Full Text] [PDF]
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