This article details the methodology for emulating in vivo muscle force production during ex vivo work loop experiments using an “avatar” muscle from a laboratory rodent to assess the contributions of strain transients and activation to the muscle force response.
Movement behaviors are emergent features of dynamic systems that result from muscle force production and work output. The interplay between neural and mechanical systems occurs at all levels of biological organization concurrently, from the tuning of leg muscle properties while running to the dynamics of the limbs interacting with the ground. Understanding the conditions under which animals shift their neural control strategies toward intrinsic muscle mechanics ('preflexes') in the control hierarchy would allow muscle models to predict in vivo muscle force and work more accurately. To understand in vivo muscle mechanics, ex vivo investigation of muscle force and work under dynamically varying strain and loading conditions similar to in vivo locomotion is required. In vivo strain trajectories typically exhibit abrupt changes (i.e., strain and velocity transients) that arise from interactions among neural activation, musculoskeletal kinematics, and loads applied by the environment. The principal goal of our "avatar" technique is to investigate how muscles function during abrupt changes in strain rate and loading when the contribution of intrinsic mechanical properties to muscle force production may be highest. In the "avatar" technique, the traditional work-loop approach is modified using measured in vivo strain trajectories and electromyographic (EMG) signals from animals during dynamic movements to drive ex vivo muscles through multiple stretch-shortening cycles. This approach is similar to the work-loop technique, except that in vivo strain trajectories are scaled appropriately and imposed on ex vivo mouse muscles attached to a servo motor. This technique allows one to: (1) emulate in vivo strain, activation, stride frequency, and work-loop patterns; (2) vary these patterns to match in vivo force responses most accurately; and (3) vary specific features of strain and/or activation in controlled combinations to test mechanistic hypotheses.
Moving animals achieve impressive athletic feats of endurance, speed, and agility in complex environments. Animal locomotion is particularly impressive in contrast to human-engineered machines-the stability and agility of current-legged robots, prostheses, and exoskeletons remain poor compared to animals. Legged locomotion in natural terrain requires precise control and rapid adjustments to alter the speed and maneuver environmental features that act as unexpected perturbations1,2,3,4. Yet, understanding non-steady locomotion is inherently challenging because the dynamics depend on complex interactions between the physical environment, musculoskeletal mechanics, and sensorimotor control1,2. Legged locomotion requires responding to unexpected perturbations with rapid multi-modal processing of sensory information and coordinated actuation of limbs and joints1,5. Ultimately, movement is made possible by muscles producing force via intrinsic mechanical properties of the musculoskeletal system as well as from neural control1,5,6,7. An outstanding question of neuromechanics is how these factors interact to produce coordinated movement in response to unexpected perturbations. The following technique utilizes muscle's intrinsic mechanical response to deformation using in vivo strain trajectories during controllable ex vivo experiments with an "avatar" muscle.
The muscle work loop technique has provided an important framework for understanding intrinsic muscle mechanics during cyclical movements8,9,10. The traditional work loop technique drives muscles through predefined, typically sinusoidal, strain trajectories using frequencies and activation patterns measured during in vivo experiments2,8,9,11. Using sinusoidal length trajectories can realistically estimate work and power output during flight12 and swimming2 under conditions where animals do not undergo rapid changes in strain trajectories due to interaction with the environment and musculoskeletal kinematics. However, in vivo muscle strain trajectories during legged locomotion arise dynamically from interactions among neural activation, musculoskeletal kinematics, and loads applied by the environment5,7,13,14. A more realistic work loop technique is needed to emulate loads, strain trajectories, and force production that corresponds to in vivo muscle-tendon dynamics and provides insight into how intrinsic muscle mechanics and neural control interact to produce coordinated movement in the face of perturbations.
Here, we present a novel way to emulate in vivo muscle forces during treadmill locomotion by using an "avatar" muscle from a laboratory rodent during controlled ex vivo experiments with in vivo strain trajectories that represent time-varying in vivo loads. Using the measured in vivo strain trajectories from a target muscle on muscles from a laboratory animal during controlled ex vivo experiments will emulate loads experienced during locomotion. In the experiments described here, the ex vivo mouse extensor digitorum longus (EDL) muscle is used as an "avatar" for the in vivo rat medial gastrocnemius (MG) muscle during walking, trotting, and galloping on a treadmill13. This approach is similar to the work-loop technique, except that in vivo strain trajectories are scaled appropriately and imposed on ex vivo mouse muscles attached to a servo motor. While mouse EDL muscles differ in size, fiber type, and architecture compared to the rat MG, it is possible to control for these differences. The "avatar" technique allows one to: (1) emulate in vivo strain, activation, stride frequency, and work-loop patterns; (2) vary these patterns to match in vivo force responses most accurately; and (3) vary specific features of strain and/or activation in controlled combinations to test mechanistic hypotheses.
All animal studies were approved by the Institutional Animal Care and Use Committee at Northern Arizona University. Extensor digitorum longus (EDL) muscles from male and female wild-type mice (strain B6C3Fe a/a-Ttnmdm/J), aged 60-280 days, were used for the present study. The animals were obtained from a commercial source (see Table of Materials), and established in a colony at Northern Arizona University.
1. Selecting in vivo strain trajectory and preparing for use during ex vivo work loop experiments
NOTE: In this protocol, prior measurements from in vivo dynamic locomotion, provided directly to the authors (Nicolai Konow, UMass Lowell, personal communication), were used in ex vivo experiments. The original data was collected for Wakeling et al.15. Time, length or strain, EMG/activation, and force data are required to replicate the protocol.
Figure 1: Length over time of in vivo whole trial. Length (mm) plotted against time of rat MG. Strides are demarcated by circles, from shortest length to shortest length, considered single stride. Please click here to view a larger version of this figure.
2. Evaluating maximum isometric force of mouse muscle ex vivo
Experiment | Simulation Intensity (V) | Pulse Frequency (pps / Hz) | Stimulation Duration (ms) | Comments | ||||||||
1. "Warm-Up" | 80 | 1 | 1 | Increase or decrease length by 0.50 V to find passive tension of 1 V | ||||||||
2. Optimal muscle length twitch (L0) | 80 | 1 | 1 | Increase or decrease length by 0.50 V to find passive tension of ~1 V | ||||||||
3. Optimal muscle length tetanus (L0) | 80 | 180 | 500 | Rest 3 min between changing length by 0.50 V | ||||||||
4. Pre-experiment submaximal L0 | 45 | 110 | 500 | At length of L0 | ||||||||
6. Avatar experiments | 45 | 110 | Cyclically use representative length changes for mouse EDL | |||||||||
7. Post-experiment submaximal L0 | 45 | 110 | 500 | Return to L0 after experiment and measure L0 |
Table 1: Stimulation protocol. Stimulation protocol for finding supramaximal and submaximal twitch and tetanus optimal length. Protocol varies by stimulation intensity, timing, and pulses per second.
3. Completing "avatar" work loop technique using selected in vivo strain trajectories
Figure 2: Matching passive tension rise. Work loops showing the in vivo and ex vivo rise in passive tension (arrows). In vivo scaled work loop from rat MG (black) walking at 2.9 Hz (data from Wakeling et al.15). Ex vivo scaled work loops from mouse EDL (green) at 2.9 Hz. (A) Starting length of mouse EDL muscle is +5% L0. (B) Starting length of the mouse EDL muscle is L0. Note that the ex vivo passive tension rise matches the in vivo tension rise in A but not in B. Thicker lines indicate stimulation. Please click here to view a larger version of this figure.
Figure 3: Optimizing stimulation duration of mouse EDL to match in vivo force of rat MG (black line). The force generated by the mouse EDL using the EMG-based stimulation (green dashed line) decreases earlier than the in vivo force, likely due to faster deactivation of the mouse EDL compared to rat MG. To optimize the fit between the in vivo and ex vivo forces, the mouse EDL was stimulated for a longer duration (solid green line). EMG-based stimulation R2 = 0.55, Optimized stimulation R2 = 0.91. Please click here to view a larger version of this figure.
While organisms move seamlessly across landscapes, the underlying loads and strains that the muscles experience vary drastically1,6,23. During both in vivo locomotion1,24 and in "avatar" experiments, muscles are stimulated submaximally under cyclical, non-steady conditions. The isometric force-length and isotonic force-velocity relationships are not well suited for predicting muscle force under these conditions2. Understanding the effects of non-steady strain (i.e., transients) and loading is essential for predicting force production during in vivo movement, and therefore is the main rationale for developing these "avatar" experiments2. "Avatar" experiments allow us to control muscle loading and strain trajectories while measuring force output. The "avatar" technique investigates the force response of muscles under in vivo-like conditions, without confounding factors of neural control and tendon compliance. To perform the "avatar" experiments, researchers will need a program that allows a muscle to go through prescribed length changes with the ability to stimulate at different starting lengths and for varying durations (see Supplementary Figure 3 for the program the authors use). Researchers need to specify starting muscle length (mm), length of excursion (mm), onset of stimulation (% of cycle duration) and duration of stimulation (ms) before doing experiments (see steps 1.3-1.4to obtain values for these parameters). In general, it is often desirable to select strides that are representative of all strides in the trial (e.g., start and end at a similar length, reach a similar peak force, have average EMG activity, etc.). Determining whether EMG/activation and force data from a selected stride is representative of other strides in the same trial can be helpful for "tuning" later, which can be done by plotting work loops (force versus length) of the entire trial using the target animal's muscle. During bipedal and quadrupedal locomotion, the shortest length to shortest length generally demarcates an entire stride (toe-off to toe-off), but EMG activation can vary. In some animals and muscles, EMG activation is closely correlated to foot contact, such as the rat MG shown here22. In other animals, such as the guinea fowl lateral gastrocnemius, EMG activation generally occurs at the longest length to achieve more stability during unknown terrain25.
To perform "avatar" experiments, it is important to minimize the noise in the ex vivo force data. Force measurements are sensitive to several issues, including but not limited to tearing of the muscles during surgery, compliance of the sutures if the loop-knots are too long, improper scaling of the length inputs and excursion, and muscle fatigue. Tearing of the muscles often occurs when "dissecting the pocket" (step 2.2.3) and tying the loop-knot around the proximal portion of the tendon (step 2.2.4). While "dissecting the pocket", keeping the dissection scissors flat and horizontal to the muscle will prevent the tips from nicking the EDL. Additionally, pulling the dissection scissors away and distally while blunt dissecting will also limit contact between the dissection scissors and the EDL muscles. Additionally, muscles should be kept damp with Krebs-Henseliet solution during the surgery preparation and when being used on the rig.
Properly scaling length inputs is more complicated. Muscle passive and active force can be affected if the starting length and/or excursion are not scaled properly. The ex vivo rise in passive tension should match the in vivo rise in passive tension (see Figure 1). One scaling issue that has been observed in previous experiments is that both passive and active tension can be affected if the length excursion (starting length to longest length) is too small or too large. Theoretically, muscles should reach peak force near their optimal length (L0)26, which is why we use optimal length (L0) to scale in vivo muscle lengths in ex vivo "avatar" experiments to accurately replicate in vivo force production. Architectural differences between muscles will play a role in determining the starting length and length excursion parameters. Although optimal length (L0) is found during supramaximally stimulated isotonic and isometric conditions, using it as a scaling metric in "avatar" experiments can potentially highlight limitations of the force-length and force-velocity relationships during cyclical movement that need more investigation. In most steady-state conditions, muscle's instantaneous length, velocity, and activation (i.e., force-length and force-velocity properties) can be used to predict force and work output with reasonable accuracy12,24,27. Under dynamic conditions with variable loading, the force increases as a function of velocity28 and has a complex relationship with strain and activation29,30. This contradicts the isotonic force-velocity and isometric force-length properties of muscles28. In the rat MG, strain and velocity transients are evidence of loading, such as foot contact or interaction with the environment (i.e., rough terrain, wind, sudden change in direction for predation avoidance) (Figure 9). These rat MG strain trajectories, like most realistic conditions, have sudden changes in the applied load, force production, and work output2,28. This experimental method aims to highlight these complex interactions among strain, velocity, and activation dynamics under in vivo conditions that are not well explained by traditional force-length and force-velocity relationships.
Other issues can occur when the muscle starting length is too short or long. A too-short starting length will result in a reduced rate of rise in tension during the passive and active stretch (not shown), whereas a too-long starting length will result in an increased rate of rise in passive tension (see Figure 1B). Using the ratio of active to passive tension can be helpful. For example, in rat MG, passive tension (N) is generally around half the active tension (Figure 2). If a muscle starts at too long a length and/or is stretched to a length that is too long, the passive tension may be too high relative to the active tension (see Figure 1B), and the force may decrease quickly due to overstretching. Also, stretching to a length that is too long will potentially damage the muscle and can cause the muscle to fatigue more quickly. Additionally, active tension may appear unfused if the starting length is too short and/or the muscle is not stretched to a long enough length.
Preliminary experiments are necessary to determine starting length and excursion based on L0. Additional preliminary experiments may be needed to adjust the duration of stimulation if the activation dynamics of the muscles used are different. These optimizations are needed because the fiber type composition and/or activation dynamics of in vivo and ex vivo muscles may be different. In our representative results (Figure 4 and Figure 5), we used two stimulation protocols for mouse EDL during ex vivo experiments to replicate in vivo rat MG force production. To optimize force production in the mouse EDL to best fit in vivo rat MG, stimulation duration was increased (Figure 2 and Figure 3). Rat MG is comprised of slower fiber types than mouse EDL31,32,33. This was evident in "avatar" experiments because ex vivo mouse EDL muscles produced force faster after excitation, and force decreased at a faster rate after deactivation than observed in vivo in rat MG15 (Figure 2), even after accounting for excitation-contraction delay differences between in vivo and ex vivo conditions34. Depending on the ex vivo and in vivo target muscles, optimization of stimulation might be needed in other "avatar" experiments as well. Either the mouse EDL or soleus (SOL) muscles may be used in this ex vivo work loop technique. EDL was chosen as an "avatar" for the rat MG due to the similarities in muscle fiber type and pennation structure. It is possible that some muscles may have a complex structure and cannot be emulated using muscles from laboratory rodents as an "avatar".
While "avatar" experiments do need some manual optimization to best replicate in vivo force production, the technique is applicable to a variety of different animals and locomotor modes. The "avatar" technique can be especially useful to understand in vivo force production in animals whose muscles are too large or otherwise inaccessible for ex vivo experiments. While only preliminary work has been done on larger animals35, this work has shown potential for the applicability of this technique across animals, muscles, and locomotor gait using laboratory mice as "avatars". The usefulness of "avatar" experiments depends on how accurately a convenient, inexpensive, readily available, and well-characterized laboratory rodent model (i.e., mouse EDL) can be used for understanding in vivo mechanics of different muscles from varying species of vertebrates. Results from preliminary "avatar" experiments presented here (rat MG) and elsewhere (guinea fowl LG19), suggest this technique can be used to accurately predict in vivo forces and could be applied to other animals. Future applications of this method should expand the types of muscles and animals that have been used as both targets and "avatar" during ex vivo and in vitro experiments. "Avatar" experiments allow us to examine factors that affect muscle force and work output during in vivo locomotion when muscle loading and strain vary abruptly1,2,19. Specifically, the "avatar" method allows us to examine the effects of strain and velocity transients on muscle force that are not captured by traditional muscle models or sinusoidal work loop experiments.
The authors have nothing to disclose.
We thank Dr. Nicolai Konow for providing the data used in this study. Funded by NSF IOS-2016049 and NSF DBI-2021832.
Braided Non-Absorbable Silk Suture 4-0 | Mersilk | 734H | |
Calcium Chloride Dihydrate (CaCl<sub>2</sub>) | Sigma-Aldrich | 1086436 | Krebs-Henseleit solution |
Dextrose | Sigma-Aldrich | D9434 | Krebs-Henseleit solution |
HEPES | Sigma-Aldrich | PHR1428 | Krebs-Henseleit solution |
Hydorchloric Acid (HCl) | Sigma-Aldrich | 1.37055 | Krebs-Henseleit solution |
LabView Data Collection | Lab-View | ||
Magnesium Sulfate (MgSO<sub>4</sub>) | Sigma-Aldrich | M7506 | Krebs-Henseleit solution |
Potassium Chloride (KCl) | Sigma-Aldrich | P3911 | Krebs-Henseleit solution |
Potassium Phosphate Monobasic (KH<sub>2</sub>PO<sub>4</sub>) | Sigma-Aldrich | 5.43841 | Krebs-Henseleit solution |
S88 Stimulator | Grass | M643H05 | Available for purchase on Ebay |
Series 300B Lever System | Aurora | 1200A | includes water-jacket tissue bath |
Sodium Bicarbonate (NaHCO<sub>3</sub>) | Sigma-Aldrich | S5761 | Krebs-Henseleit solution |
Sodium Chloride (NaCl) | Sigma-Aldrich | S9888 | Krebs-Henseleit solution |
Sodium Hydroxide (NaOH) | Sigma-Aldrich | S5881 | Krebs-Henseleit solution |
Wild Type Mice | Jackson Laboratory | B6C3Fe a/a Ttn mdm/J |