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Research Reports |
WB Scott, PT, PhD, is Post-Doctoral Fellow, Department of Physical Therapy and Rehabilitation Science, University of Maryland, Baltimore, Md
SCK Lee, PT, PhD, is Research Associate, Research Department, Shriners Hospitals for Children, Philadelphia, Pa, and Assistant Professor, Department of Physical Therapy, University of Delaware
TE Johnston, PT, MSPT, is Research Associate, Research Department, Shriners Hospitals for Children
J Binkley, BA, is a Doctor of Physical Therapy student, Department of Physical Therapy, University of Delaware
SA Binder-Macleod, PT, PhD, FAPTA, is Professor and Chair, Department of Physical Therapy, University of Delaware, 301 McKinly Laboratories, Newark, DE 19716 (USA)
(sbinder{at}udel.edu). Address all correspondence to Dr Binder-Macleod
Submitted October 25, 2004;
Accepted February 8, 2006
| Abstract |
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Key Words: Electrical stimulation Muscle fatigue Muscle performance Muscle weakness Muscular atrophy Paralysis Spinal cord injuries
| Introduction |
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Following SCI, paralyzed muscles typically show marked atrophy11–15 due to loss of contractile proteins and weakness.9,16,17 There are fiber-type changes as well, with a transition from type I, slow-twitch, fatigue-resistant fibers toward type IIB(x), fast-twitch, fatiguable fibers.13,18,19 Initially following SCI in humans, fiber-type transitions occur mostly within fast-twitch fibers, with myosin heavy chain (MHC) IIa replaced by MHCIIx.12,20,21 As time from injury increases, transitions from type I to type II muscle also occur as MHCI is replaced by MHCIIa.13,18,22 Proteins associated with the Ca2+-ATPase of the sarcoplasmic reticulum responsible for re-sequestering Ca2+ into the sarcoplasmic reticulum from the myoplasm (SERCAs) also undergo transitions following SCI. As a consequence of the MHC and SERCA changes following SCI, paralyzed muscles contract and relax faster than nonparalyzed muscle.8,17,23 In addition to changes in the contractile and Ca2+ re-uptake proteins, studies have shown that the oxidative capacity of the muscle is reduced as enzymes associated with oxidative production of energy22,24 and blood flow to the muscles14,22,25 decrease. Consequently, following SCI, the fatigue resistance of paralyzed muscle is reduced.8,20,24,26
Due to the faster contraction and relaxation speeds observed in paralyzed muscle,8,17,23 higher frequencies of electrical stimulation are expected to be required to reach the same relative force in people with SCI as compared with people without SCI because the electrical stimuli must be closer in time to allow the muscle forces to summate and fuse.23 This is described as a rightward shift in the force-frequency relationship (FFR) and has been reported in human chronic versus acutely paralyzed soleus muscles27 and rat soleus muscles following SCI.28 The FFR is the relationship of the electrical stimulation frequency to the isometric peak force produced by the activated muscle. Unexpectedly, a leftward shift (ie, lower frequencies produce the same relative force in people with SCI as compared with people without SCI) has been observed in human paralyzed quadriceps femoris and tibialis anterior muscles.8,17 Gerrits and colleagues8 demonstrated nearly a 2-fold increase in the twitch-to-tetanus ratio and a leftward shift in the FFR of the paralyzed quadriceps femoris muscle of subjects with SCI as compared with the nonparalyzed muscle of control subjects.
In paralyzed human quadriceps femoris muscle, some responses to electrical stimulation can be explained by physiological changes, whereas other responses, such as the elevated twitch-to-tetanus ratio, remain unexplained. In addition, changes in the nonfatigued FFR of the paralyzed human quadriceps femoris muscle are counterintuitive given the observed faster contraction and relaxation speeds. The purpose of this study was to confirm, in a sample of adolescents and young adults with SCI, previous observations of the contractile characteristics and FFR of the nonfatigued paralyzed human quadriceps femoris muscle made with adult subjects and extend those observations to the fatigued condition. According to the Centers for Disease Control and Prevention Web site,29 more than half of all SCI injuries occur in people 15 to 30 years of age; thus, many people with SCI who are seen in physical therapy clinics are likely to be adolescents or young adults. We hypothesized that a leftward shift in the fatigued FFR would be associated with an elevated twitch-to-tetanus ratio and the fatigued FFRs of both subjects with SCI and control subjects would be shifted to the right as compared with their respective nonfatigued FFRs. We believe that it is particularly important to understand the response of the paralyzed quadriceps femoris muscles to electrical stimulation when fatigued because most FES and training applications necessarily involve activating the muscles in a fatigued condition a large proportion of the time. These data also may lead to the design of more effective protocols for FES and training interventions for people with SCI.
| Method |
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24 years. A control group of 13 subjects without disabilities or known pathologies was recruited from the University of Delaware and the surrounding community. The control subjects were matched to the subjects with SCI based on age (±2 years), body mass index (BMI), and sex. The characteristics of the subjects with SCI and the control subjects are shown in Tables 1 and 2. The BMI for each subject was calculated using the formula:
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30=obese.31 Inclusion criteria for the SCI group consisted of a motor complete SCI, at least 1 year postinjury or, if <1 year postinjury, neurologically stable as determined by an evaluation by a Shriners Hospitals for Children rehabilitation staff member at time of admission, no lower motoneuron involvement of the quadriceps femoris muscle or history of lower-extremity fractures, and passive knee joint flexion of at least 100 degrees in a sitting position. Inclusion criteria for the control group consisted of matching one of the subjects with SCI by age, sex, and BMI category. Subjects were excluded from both groups if they had a history of orthopedic knee injuries, heart disease, peripheral vascular disease, current neoplasms, or neurological disorder (other than SCI) affecting the lower extremities. Participation was voluntary, and subjects were free to withdraw from the study at any time. All subjects and the legal representatives of minors signed an informed consent form that was approved by the University of Delaware Human Subjects Review Committee and the Institutional Review Board of Temple University, which serves as the oversight committee for Shriners Hospitals for Children. In addition, minors signed an assent form that was approved by both oversight committees.
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For the subjects with SCI, a Grass S88 stimulator with a SIU8T stimulus isolation unit
was used. The maximum output of the 2 stimulators was identical (150 V). Two 7.5- x 12.5-cm self-adhesive electrodes were used for transcutaneous electrical stimulation of the muscle. One electrode was placed distally over the muscle belly of the vastus medialis muscle, and the other electrode was placed proximally over the rectus femoris muscle. Smaller (5- x 9-cm) electrodes were used for subjects with thin legs. Following placement of the electrodes, 1-second 20-Hz stimulation trains were delivered to test the electrode location. A smooth rate of rise and a plateau in force indicated that a consistent population of motor units was being recruited throughout the stimulation train. If a consistent population of motor units was not being recruited, the electrode placement was shifted until a smooth rate of rise and plateau in force were achieved. Following testing for electrode placement, the peak twitch force (PTF) of the subjects quadriceps femoris muscle was recorded when stimulated with a series of single 600-microsecond pulses delivered at a rate of 1 every 10 seconds. The stimulator voltage was incrementally increased until the maximum of 150 V was applied. Next, the stimulation intensity for the session was set by using a 1-second 20-Hz stimulation train to produce a peak force equivalent to the greatest PTF recorded for each subject. We believe that the PTF was either the subjects maximum twitch force or very close to it, because the twitch force responses of the subjects either reached their greatest value prior to the maximum stimulator output of 150 V or were on the asymptote of an intensity-force curve. Once the intensity was set, it remained unchanged for the remainder of the testing session. The elevated twitch response of the subjects with SCI led to a twitch-to-tetanus ratio for the quadriceps femoris muscle of approximately 0.26 versus 0.14 in the control subjects. We believe, therefore, that the 1-second 20-Hz train was producing approximately 26% and 14% of the force-generating ability of the paralyzed and nonparalyzed muscles, respectively. Based on the FFRs of the quadriceps femoris muscles, the 1-second 20-Hz train produces approximately 60% to 65% of the force produced in response to the 100-Hz train. Thus, we estimated that, in response to the higher frequencies tested, we were recruiting approximately 35% and 20% of the force-generating ability of the paralyzed and nonparalyzed muscles, respectively.
Nonfatigued Muscle Testing
Following a 5-minute rest, the nonfatigued portion of the testing protocol was begun. There were 2 nonfatigued protocols that subjects received in a random order separated by a 5-minute rest. During both protocols, stimulation trains were delivered at a rate of 1 every 20 seconds to avoid producing fatigue. One protocol consisted of 6-pulse testing trains of various frequencies and patterns. These data will be presented in a separate report. The other protocol consisted of a single pulse and eight 1-second constant-frequency trains (CFTs) of 10, 20, 25, 33, 40, 50, 80, and 100 Hz, delivered in a random order and then repeated in reverse order. All subjects received the same random order of testing trains. We did not potentiate the muscles prior to testing because pilot work showed that it was difficult to produce potentiation without simultaneously producing fatigue in the subjects with SCI.
Fatiguing Stimulation and Fatigued Muscle Testing
Following another 5-minute rest, the fatiguing stimulation consisting of 110, 13-pulse, 40-Hz CFTs delivered at a rate of 1 train every second (300 milliseconds on, 700 milliseconds off, 30% duty cycle) was delivered. Immediately following the last train of the fatiguing stimulation, the fatigued muscle testing started. The same 6-pulse testing trains followed by the single pulse and eight 1-second CFT testing trains that were delivered in the nonfatigued condition were now delivered to the fatigued muscles. However, in the fatigued condition, the testing trains were separated by 2 of the 13-pulse 40-Hz CFTs, a 700-millisecond off time separated each train, there was no rest period between the sequences of 6-pulse and 1-second testing trains, and there was only one occurrence of each of the testing trains. The 13-pulse, 40-Hz CFTs were included to control for prior activation history of the muscle to ensure a consistent level of fatigue throughout the fatigued testing.
Data Management and Analysis
For each subject, the entire force response to each train in the nonfatigued testing protocol, the fatiguing stimulation, and the fatigued testing protocol was digitized online at a sampling frequency of 200 Hz and stored for subsequent analysis. Data were analyzed using custom-written software (Labview 5.0
). The PTF of each subject was used to compare the force-generating ability of the quadriceps femoris muscles between groups. A fatigue ratio was calculated for each subject by dividing the average of the final 3 peak force responses in the 110-train fatigue-producing protocol to the peak force response to the first train of the fatiguing protocol to compare the fatigue resistance of the 2 groups muscles. The PTF and fatigue ratios of the 2 groups were compared using paired t tests.
The contraction time (CT) and the 1/2 relaxation time (1/2RT) of each subjects nonfatigued and fatigued twitch responses were calculated. A third-order polynomial was fitted to each subjects twitch data to smooth the data. From the fitted curve, the CT was calculated as the amount of time that it took the muscle to reach the peak force once the muscle began to develop force, and the 1/2RT was calculated as the amount of time that it took for the force to decline to 50% of the maximum peak force value. The CT and 1/2RT were analyzed separately with 2-way (group x condition), repeated-measures analyses of variance (ANOVAs). If there was a significant interaction, paired t tests were used for post hoc testing.
A normalized FFR from both the nonfatigued and fatigued conditions was calculated for each subject. Each subjects peak force responses to the nonfatigued and fatigued single pulses and 1-second CFTs were normalized to the 100-Hz response from the respective conditions. For the nonfatigued data, the 2 occurrences of each testing train were averaged. To compare FFRs, a nonlinear curve fitting routine (SigmaPlot
) was used to fit the normalized peak forces of each subject to the nonfatigued and fatigued data with the following 4-parameter Hill equation:
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| Results |
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Contractile Properties
The quadriceps femoris muscles of the subjects with SCI displayed lower PTFs and fatigue ratios than those of the control subjects (Fig. 1). The PTFs of the subjects with SCI (83.4±14.6 N) were 62% of those produced by the control subjects (135.2±10.0 N) (P<.005). The fatigue ratio of the subjects with SCI (0.38±0.04) was significantly lower than that of the control subjects (0.58±0.03) (P<.005).
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| Discussion and Conclusion |
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Contractile Properties
The lower PTF of the subjects with SCI suggests that their paralyzed muscles were weaker than the nonparalyzed muscles of the control subjects, as has been reported previously.8,16,17,20,24 The use of the peak twitch to quantify the force-producing capability of the quadriceps femoris muscles probably caused an underestimation of the actual weakness resulting from paralysis of the human quadriceps femoris muscle because of the greatly elevated twitch response of the paralyzed muscle we observed. We observed the paralyzed muscles producing 62% of the PTF of the nonparalyzed muscles. The PTFs and the twitch-to-tetanus ratios of the 2 groups can be used to estimate that the subjects with SCI were capable of producing only approximately 35% of the maximum tetanic force of the control subjects.
Our observation of decreased fatigue resistance following paralysis of the human quadriceps femoris muscle is consistent with previous reports from the literature; however, direct comparisons are problematic due to methodological differences in the stimulation parameters used to produce fatigue.8,20,35 The elevated twitch response of the paralyzed human quadriceps femoris that we observed and the method that we used to set the stimulation intensity for this study may affect the interpretation of the decreased fatigue resistance that we observed in the subjects with SCI. We may have been activating a greater percentage of the quadriceps femoris muscles of the subjects with SCI than the control subjects with the 1-second, 20-Hz train we used to set the stimulation intensity. Although it is generally recognized that higher forces result in greater fatigue during intermittent electrical stimulation,34 this conclusion is based on activating a consistent percentage of the muscle or motor units at different force levels (ie, recruitment is static, frequency or train duration is varied). Adams and colleagues36 have shown that when different percentages of the muscle are activated with the same electrical stimulation parameters (ie, recruitment varies, frequency and train duration are static), similar levels of fatigue are produced. This finding suggests that even if the 1-second 20-Hz stimulation train that we used to set the stimulation intensity was recruiting a greater percentage of the paralyzed muscle because the PTF was relatively greater in the subjects with SCI, both groups should have demonstrated similar levels of decline in force if their resistance to fatigue were similar. At the end of the fatigue protocol, the control subjects were producing 58% of their initial force, whereas the subjects with SCI were producing only 38% of their initial force. Although we did not biopsy the paralyzed muscles to examine their protein content, our observations of faster contraction and relaxation times from the paralyzed muscles are consistent with a shift toward faster MHC and SERCA isoforms.
Twitch-to-Tetanus Ratios and Force-Frequency Relationship
Gerrits and colleagues8 reported an 80% increase in the normalized (to the 100-Hz tetanic force) twitch force of the nonfatigued paralyzed human quadriceps femoris muscle. We report a similar difference (84%), although the actual twitch-to-tetanus ratios are different. The twitch-to-tetanus ratios of the subjects with SCI and control subjects that Gerrits and colleagues8 reported (0.18 versus 0.10, respectively) were lower than those that we observed (0.26 versus 0.14, respectively). This disparity could be accounted for by methodological differences or different characteristics (eg, age, time since injury) of the samples studied. Interestingly, in a subsequent study that examined the effects of training on the contractile properties of the paralyzed quadriceps femoris muscle, Gerrits and colleagues32 reported a pretraining twitch-to-tetanus ratio of 0.27, which is similar to our observation. We believe that our study is the first to report that the twitch-to-tetanus ratio of the paralyzed quadriceps femoris muscle is greater than that of the nonparalyzed muscle in a fatigued condition.
An elevated twitch-to-tetanus ratio may be a general phenomenon that occurs following decreased contractile activity of human muscle. It has been observed by Seki and colleagues37 in the human first dorsal interosseous muscle following 6 weeks of immobilization, as well as in the human paralyzed thenar muscles15 and tibialis anterior muscle.17 Although it may be attractive to attribute an elevated twitch-to-tetanus ratio to a shift in fiber type toward the fast-twitch phenotype, the studies of Gerrits and colleagues32,33 that showed a decrease in the twitch-to-tetanus ratios of the paralyzed quadriceps femoris muscle following training did not show an associated decrease in the maximum rate of force rise as would be expected with a shift toward slow-twitch fibers.
Two additional possible explanations for the increased twitch-to-tetanus ratio of paralyzed muscle are changes in muscle stiffness and changes in muscle length. If the paralyzed muscles become less compliant following paralysis because of connective tissue changes,38 less cross-bridge activity may be required to take up the series-elastic component of the muscle during the twitch and, therefore, would contribute to the force generated by the paralyzed muscle to a greater extent than in nonparalyzed muscle. Another explanation could be that the chronic inactivity following paralysis leads to shortening of the muscle. Consequently, although the isometric force responses of both the subjects with SCI and the control subjects were recorded at the same joint angle in this study, the 90-degree angle may have placed the sarcomeres of the paralyzed quadriceps femoris muscle in a relatively lengthened position in the subjects with SCI. When muscles are activated submaximally, increased sarcomere length leads to increased Ca2+ sensitivity, probably due to increased cross-bridge kinetics as a result of decreased intermyofilament spacing.39 The increased Ca2+ sensitivity associated with greater sarcomere length decreases as the force produced goes from submaximal to the maximum tetanic response. Consequently, a leftward shift in the force-pCa2+ curve due to the paralyzed muscle being activated in a relatively lengthened position could explain the increased twitch-to-tetanus ratio we observed.
Based on the work of Gerrits and colleagues8 from the paralyzed human quadriceps femoris muscle, we expected to observe a lower F50 for the subjects with SCI as compared with the control subjects in the nonfatigued condition, but we did not. Our failure to observe a lower F50 value in the nonfatigued condition was not the result of methodological differences in determining the value of the subjects F50. Although we used c from the 4-parameter Hill equation to obtain the F50 for each subject, interpolating the F50 values from each subjects normalized FFR curve as Gerrits and colleagues8 did also failed to produce F50s that were significantly different (data not presented). The most likely explanation for this discrepancy is probably the small sample sizes used in both our study and the study by Gerrits and colleagues (n=7), coupled with the fact that paralyzed muscles display a large amount of variability in their contractile responses.35 This inherent variability was probably exacerbated in our study because our subjects displayed large variability in time from injury, training of their paralyzed muscle, and degree of physical maturation both at the time of injury and during testing.
We are unaware of other studies that have examined the FFR of the paralyzed quadriceps femoris muscle in a fatigued condition. Our findings show that the subjects with SCI as compared with the control subjects have a lower F50 (28.7±2.3 Hz versus 37.7±2.2 Hz) when the muscles are fatigued. It is unlikely that contractile speeds of the fatigued muscles play a role in this difference. The 1/2RT of both groups slowed similarly with fatigue, and, as was the case in the nonfatigued condition, both the contraction and 1/2RT times of the subjects with SCI were faster in the fatigued condition. Faster contractile speeds should result in higher, not lower, stimulation frequencies being required in subjects with SCI as compared with control subjects to produce similar normalized forces. Another explanation, in addition to the elevated twitch-to-tetanus ratio that could account for the differences in the F50s of the 2 groups in the fatigued condition, could be different causes of fatigue. It may be the case that the paralyzed muscles of subjects with SCI do not experience failure of excitation-contraction coupling to the extent of the nonparalyzed muscles. Failure of excitation-contraction coupling would require higher stimulation frequencies to elevate the myoplasmic Ca2+ concentration in response to a stimulation train.40 This would suggest that failure at the level of the cross-bridges may play a relatively greater role than excitation-contraction coupling failure in the fatigue produced in the paralyzed muscles as compared with the fatigue produced in the nonparalyzed muscles.
This study also extends previous findings of a rightward shift in the FFR with fatigue of the quadriceps femoris muscles of control subjects3,4,41 to the paralyzed quadriceps femoris muscles of subjects with SCI. That is, with fatigue, higher frequencies are required to generate the same relative force from both the nonparalyzed and paralyzed muscles as compared with their respective nonfatigued FFRs, as indicated by the increase in the F50s from 21.6±2.0 to 37.7±2.2 Hz for the control subjects and 20.7±1.6 to 28.7±2.3 Hz for the subjects with SCI. It has been theorized that the slowing of contractile speeds with fatigue would allow the force in response to each pulse of a stimulation train to fuse to a greater extent, resulting in a leftward shift in the FFR.41 Clearly, slowing of contractile speeds, which we observed for the 1/2RT of both groups, is not the primary determinant of the relative relationship of the nonfatigued and fatigued FFRs of the human quadriceps femoris muscle. More likely, impairments in excitation-contraction coupling led to decreased Ca2+ release from the sarcoplasmic reticulum with fatigue, resulting in higher frequencies being required to produce similar normalized forces.40
Our results showed that the subjects with SCI were in a greater state of fatigue than the control subjects (fatigue ratio of 0.38 versus 0.58, respectively). As we observed, the FFR shifts toward the right with fatigue for both groups. Consequently, it is possible that if the muscles of the control subjects had been fatigued to a similar level as the muscles of the subjects with SCI, we might have seen an even greater shift to the right of the control subjects fatigued FFR relative to their nonfatigued FFR. This would have had the effect of increasing the relative leftward shift of the FFR of the subjects with SCI as compared with the FFR of the control subjects in the fatigued condition. Despite the greater fatigue generated in the subjects with SCI, the F50 of the subjects with SCI only increased by 39% with fatigue, as compared with 75% in the control subjects. The fact that there was a smaller rightward shift in the FFR of the subjects with SCI as compared with the control subjects with fatigue suggests that excitation-contraction coupling failure may be a less important component of fatigue in paralyzed quadriceps femoris muscles as compared with nonparalyzed quadriceps femoris muscles.
The most important findings of this study were that the nonfatigued elevated twitch-to-tetanus ratio of paralyzed skeletal muscle versus muscles of control subjects remains when the muscles are fatigued and that a significant smaller rightward shift of the FFR of the paralyzed versus nonparalyzed quadriceps femoris muscles exists when the muscles are fatigued. The clinical implications of this work relate to the stimulation frequencies that should to be used to activate muscle during FES or training of paralyzed muscles. The paralyzed human quadriceps femoris muscle appears to require lower frequencies to produce equivalent relative forces as compared with nonparalyzed quadriceps femoris muscle when fatigued. Furthermore, with fatigue, stimulation frequency must be increased to produce the same relative force from nonparalyzed and paralyzed muscle as compared with the nonfatigued condition. The latter observation is particularly important in FES and training protocols, which almost invariably require muscle fatigue to be countered to continue adequate performance.
| Footnotes |
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This research was given as a poster presentation at the Combined Section Meeting of the American Physical Therapy Association; February 26, 2005; New Orleans, La.
This study was supported by National Institutes of Health Grant HD-36379 to Dr Binder-Macleod and Shriners Hospitals for Children Grant #8530.
This study was approved by the University of Delaware Human Subjects Review Committee and the Institutional Review Board of Temple University.
* Chattecx Corp, 101 Memorial Dr, PO Box 4287, Chattanooga, TN 37405. ![]()
Grass-Telefactor, 600 E Greenwich Ave, West Warwick, RI 02893. ![]()
National Instruments, 11500 N Mopac Expwy, Austin, TX 78759-3504. ![]()
Systat Software Inc, 501 Canal Blvd, Suite E, Point Richmond, CA 94804-2028. ![]()
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