Investigating Stress-relaxation and Failure Responses in the Trachea

Summary

The present protocol determines the tensile stress-relaxation and failure properties of porcine tracheae. Results from such methods can help improve the understanding of the viscoelastic and failure thresholds of the trachea and help advance the capabilities of computational models of the pulmonary system.

Abstract

The biomechanical properties of the trachea directly affect the airflow and contribute to the biological function of the respiratory system. Understanding these properties is critical to understanding the injury mechanism in this tissue. This protocol describes an experimental approach to study the stress-relaxation behavior of porcine trachea that were pre-stretched to 0% or 10% strain for 300 s, followed by mechanical tensile loading until failure. This study provides details of the experimental design, data acquisition, analyses, and preliminary results from the porcine tracheae biomechanical testing. Using the detailed steps provided in this protocol and the data analysis MATLAB code, future studies can investigate the time-dependent viscoelastic behavior of trachea tissue, which is critical to understanding its biomechanical responses during physiological, pathological, and traumatic conditions. Furthermore, in-depth studies of the biomechanical behavior of the trachea will critically aid in improving the design of related medical devices such as endotracheal implants that are widely used during surgeries.

Introduction

Despite its critical role in pulmonary disease, the largest airway structure, the trachea, has limited studies detailing its viscoelastic properties¹. An in-depth understanding of the time-dependent, viscoelastic behavior of the trachea is critical to pulmonary mechanics research since understanding the airway-specific material properties can help advance the science of injury prevention, diagnosis, and clinical intervention for pulmonary diseases, which are the third leading cause of death in the United States^2,3,4.

Available tissue characterization studies have reported the stiffness properties of the trachea^5,6,7,8. The time-dependent mechanical responses have been minimally investigated despite their importance in tissue remodeling, which is also altered by pathology^9,10. Moreover, the lack of time-dependent response data also limits the predictive capabilities of the pulmonary mechanics computational models that currently resort to using the generic constitutive laws. There is a need to address this gap by performing stress-relaxation studies that can provide the required material characteristics to inform biophysical studies of the trachea. The current study offers details of testing methods, data acquisition, and data analyses to investigate the stress-relaxation behavior of the porcine trachea.

Protocol

All methods described were approved by the Institutional Animal Care and Use Committee (IACUC) at Drexel University. All cadaveric animals were acquired from a United States Department of Agriculture (USDA)-approved farm located in Pennsylvania, USA. A cadaver of a male Yorkshire pig (3 weeks old) was used for the present study.

1. Tissue harvest

1. Acquire a cadaver of a pig from an approved farm and perform the experiments within 2 h from euthanasia. Keep the cadaver on ice until tissue harvest is completed to ensure that the fresh tissue biomechanical properties are conserved.
   NOTE: In the published literature, fresh tissue testing in animals is commonly performed within 2 h post-euthanasia. For details, see references^{11,12,13,14,15,16,17,18,19}.
2. Place the cadaver in the supine position, make a vertical midline incision along the neck, and expose the thyroid cartilage, cricoid cartilage, and trachea from the hyoid bone to the suprasternal notch.
3. Harvest the larynx and the full-length trachea using a #10 blade (Figure 1A).
4. Separate the trachea sample from the larynx and then cut the tracheal tube longitudinally along the entire length on one side using the #10 blade (Figure 1B).
5. Measure the thickness of the trachea using the acquired cross-sectional image (obtained using ImageJ²⁰, see Table of Materials) (Figure 1C). Use the measured tissue thickness to calculate the cross-sectional area during data analysis.
6. Cut the trachea into two circumferential strips approximately 5 mm wide (proximally) and two longitudinal strips approximately 5 mm wide (distally), with the minimum length of these strips being 25 mm (Figure 1D).
7. Obtain images of the four samples (i.e., cut trachea strips) alongside a ruler. Use these images to provide digitized measurements of the sample width using Image J (Figure 1E). Then, use this measured width to calculate the sample's cross-sectional area during data analysis.
8. Ensure that all tissue samples are kept hydrated using sterile phosphate-buffered saline (PBS) solution throughout the study. Keep the samples hydrated in PBS-soaked gauze until ready to test. Immerse the tissue in PBS just before testing for proper hydration.

2. Biomechanical testing

1. Attach each sample to a custom-designed clamp (see the previous reports^{11,12,13,14,15,16,17,18,19}) so that the sample is held longitudinally between the clamps (Figure 1F).
2. Carefully fix the clamps (without inducing any stretch) to a material testing machine (see Table of Materials), which has a 50 N load cell attached to the top actuator (Figure 1G).
3. Measure the grip-to-grip (i.e., clamp) distance using a ruler. Use this distance as the initial tissue length for strain calculations.
4. Perform preconditioning by tensile loading each sample five times at a 1%/s strain rate to 1% strain.
5. Hold each sample at peak elongation of 0% or 10% for 300 s to investigate the viscoelastic stress-relaxation response of the tissue.
6. Post the stress-relaxation test, stretch the tissue immediately at 1%/s until mechanical failure occurs.
7. Document the failure site and confirm that no slip has occurred by ensuring the presence of samples within the clamps post testing (Figure 1H).

3. Data acquisition

1. Do not acquire any data during preconditioning.
2. Record the stress-relaxation and failure testing videos using any digital camera at a minimum of 30 frames/s.
3. Acquire time (s), load (N), and displacement (mm) data using a data acquisition software (see Table of Materials) at a sampling rate of 250 samples/s during both stress-relaxation and failure testing.
4. Save the acquired data as a .csv file and use it for data analysis as detailed in step 4.
5. Acquire still images of the clamped tissue before stress-relaxation, after stress-relaxation, and after failure (Figure 2).

4. Data analysis

1. Data input
   1. Download and install MATLAB data analysis software (see Table of Materials), including the "Optimization" and "Image Processing" toolboxes.
   2. Download the zipped folder (Supplementary Coding File 1), which includes the MATLAB codes and a sample dataset that will be used to explain the data analysis steps.
   3. Navigate to the downloaded zipped folder and extract its contents.
   4. Open MATLAB and set the unzipped folder as the working directory. Ensure that the working directory has the following folders and files labeled as mentioned in the note below. Ensure that no additional folders or files are present in this working directory since they may interfere with the code and result in an error.
      NOTE: (1) Failure (Post-Relaxation), (2) Failure Only, (3) Relaxation, (4) calc_relax_failure.m, (5) main_relax_failure.m, (6) testingDates.xlsx.
   5. Navigate to the Failure Only folder.
      NOTE: Data contained within this folder are derived from the control group in this study, i.e., biomechanical data from tracheal samples that were subjected to mechanical failure following a 0% elongation.
   6. Store data from samples tested on a particular date in one Microsoft Excel file using the following file naming convention: mmddyy. For example, data from all control group tracheal samples tested on April 30th, 2022, must be stored in Failure Only | 043022.xlsx.
      NOTE: Please note that, in the current study, all biomechanical testing was conducted on a single day; however, if data were derived from multiple testing dates, then create a new Microsoft Excel file, named in the convention described, for each of those testing dates.
   7. Open Failure Only | 043022.xlsx and recognize that there are multiple worksheet tabs, each containing the raw data from each sample subjected to mechanical failure on this particular date, i.e., April 30th, 2022.
   8. Ensure that the samples are labeled using the following convention: [sample type]_[sample number]_[insert pre-stretch strain level]%.
      NOTE: For example, in the current study, the control group tracheal samples were subjected to mechanical failure testing under axial or circumferential loading without any prior stress relaxation. Therefore, these samples are named in the following format: TA_1_0% and TC_1_0%, respectively. The 0% denotes no pre-stretch. Tracheal samples from our experimental group were first held at fixed elongation under axial or circumferential loading of 10% to evaluate the viscoelastic stress relaxation response and then subjected to mechanical failure. Therefore, these samples are named in the following format: TA_1_10% and TC_1_10% (please refer to step 4.1.16 and step 4.1.23, representing the axial and circumferential loading conditions, respectively).
   9. Select the worksheet tab TA_1_0%. Ensure that the raw data header columns are labeled exactly as typed in bold in the note below.
      NOTE: (1) Time (sec), (2) Load (N), (3) Position (mm), (4) Diameters (mm) (step 1.7), (5) Average Cross-sectional Area (Thickness x Width, mm²) (obtained in step 1.5 and step 1.7), (6) Initial Length (mm) (step 2.3).
   10. Close the current Microsoft Excel file, Failure Only | 043022.xlsx.
   11. Return to the working directory of the data analysis software.
   12. Navigate to the Relaxation folder.
       NOTE: Data contained within this folder are derived from the experimental group in this study, i.e., biomechanical data from tracheal samples that were subjected to stress relaxation testing at a fixed elongation of 10% for 300 s.
   13. Store data from the experimental group samples tested on a particular date in one Microsoft Excel file using the following labeling convention: mmddyy.
       NOTE: For example, data from all experimental group tracheal samples tested on April 30th, 2022, must be stored in Relaxation | 043022.xlsx. Refer to the note in step 4.1.6 for additional details.
   14. Open Relaxation | 043022.xlsx and recognize that there are multiple worksheet tabs, each containing the raw load relaxation data from each sample in the experimental group that was tested on this particular date, i.e., April 30th, 2022.
   15. Pause and note that each of the samples, as indicated by the worksheet tabs included in this Microsoft Excel file, was subsequently subjected to mechanical failure under tensile mechanical loading.
       NOTE: The corresponding failure data for each of the samples present must be stored in the Failure (Post-Relaxation) folder, further described in step 4.1.20.
   16. Ensure that the samples are labeled using the convention described in step 4.1.8.
   17. Toggle through each worksheet tab found in the current Microsoft Excel file and refer to step 4.1.9 to ensure that raw load relaxation data for each sample, indicated by any given worksheet tab, are formatted correctly.
   18. Save and close the current Microsoft Excel file, Relaxation | 043022.xlsx.
   19. Return to the working directory of the data analysis software.
   20. Navigate to the folder Failure (Post-Relaxation).
   21. Ensure that there is a Microsoft Excel file(s) with the same date(s) (refer to step 4.1.6 for details about naming the Microsoft Excel files corresponding to each testing date) as that present in the folder Relaxation.
       NOTE: Data contained within the current folder, Failure (Post-Relaxation), are the corresponding raw mechanical failure data from tracheal samples subjected to stress relaxation testing at a fixed elongation of 10% for 300 s.
   22. Open Failure (Post-Relaxation) | 043022.xlsx and recognize multiple worksheet tabs, each of which contains raw mechanical failure data from the same samples present in Relaxation | 043022.xlsx.
   23. Ensure that the samples are labeled using the convention mentioned in step 4.1.8 and that the labels match those in Relaxation | 043022.xlsx.
       NOTE: For example, the data in the current Microsoft Excel file for TA_1_10% represent raw mechanical failure data for tracheal specimen #1 under axial loading that previously underwent stress relaxation testing at 10% fixed elongation for 300 s.
   24. Toggle through each worksheet tab and refer to step 4.1.9 to ensure that the header column for the raw mechanical failure data for each sample is formatted correctly.
   25. Close the current Microsoft Excel file, Failure (Post Relaxation) | 043022.xlsx.
   26. Return to the working directory of the data analysis software.
   27. Repeat steps 4.1.5-4.1.26 for additional testing dates, as applicable.
   28. Open the Microsoft Excel file, testingDates.xlsx, which will direct the code to analyze user-specified testing dates.
   29. List testing dates in the first column in the following format: mm/dd/yy.
   30. In the second column, indicate using a Y (for yes) or N (for no) whether any samples on this particular testing date were from the experimental (stress relaxation followed by mechanical failure) group.
   31. In the third column, indicate using a Y (for yes) or N (for no) whether any samples on this particular testing date were from the control (direct mechanical failure) group.
   32. Repeat steps 4.1.29-4.1.31 for additional testing dates.
   33. Save and close the current Microsoft Excel file, testingDates.xlsx.
   34. Return to the working directory of the data analysis software.
   35. Open the main script file, main_relax_failure.m.
   36. Select the large, green arrow on the software interface to run the code. Alternatively, type run main_calc_relax in the command window.
   37. Upon being prompted, input comma-separated fixed elongation levels (in %) for the various experimental groups and press OK.
       NOTE: In the current study, only one stress relaxation elongation was used, i.e., enter 10. Do not include 0% for the control group. However, if data were derived from multiple elongations, for example 10% and 20%, then enter 10,20.
   38. Upon being prompted, input comma-separated stress-relaxation testing durations (in seconds) for the various experimental groups and press OK.
       NOTE: In the current study, tracheal samples were held at fixed elongation for 300 s and hence, input 300. However, if data were derived from multiple stress relaxation durations, for example 90 s and 300 s, then enter 90,300.
2. Viscoelastic stress relaxation response
   1. Using the code (main_relax_failure.m), convert load-time data (Code Line 144) to nominal stress-time data using the following equation¹⁹: , where σ represents stress (mega Pascals [MPa]), F represents circumferential or axial load (Newtons [N]), and A₀ represents the initial cross-sectional area (millimeters squared [mm²]).
   2. Using the code (main_relax_failure.m), determine the peak load and stress magnitudes (Code Lines 138 and 146) in response to the application of the 10% fixed elongation on the sample at the beginning of the 300 s relaxation test.
      NOTE: These values are hereafter termed initial peak load and initial peak stress, respectively.
   3. Using the code (main_relax_failure.m), calculate the percentage reduction in stress (or load) at 300 s (Code Lines 141 and 149) using the following equation: , where Rel% represents the relaxation percentage, σ(0⁺) represents the initial peak stress (or initial peak load), and σ(300) represents the recorded stress (or load) level after relaxation over 300 s.
   4. Refer to the code (main_relax_failure.m) for modeling the viscoelastic stress relaxation response (Code Lines 152-161) using a two-term Prony series exponential decay model. This model is commonly used to describe the viscoelastic behavior of various biological tissues, including various cartilaginous airway levels (trachea, large bronchi, and small bronchi)^21,22.
      NOTE: Calculated stress values [σ(t)] are normalized to produce the following reduced relaxation function: and G(0) = 1. To compare viscoelastic stress-relaxation responses, G(t) is curve-fitted using nonlinear least-squares regression as follows: , where t is the time during stress relaxation hold, g is the relaxation coefficient, τ₁ and τ₂ and indicate the relaxation times (in seconds) that describe the short- (initial) and long-term (equilibrium) behavior of the tissue, respectively.
3. Mechanical failure response
   1. Use code (main_relax_failure.m) to convert the load-displacement data (Code Lines 143-144) recorded by the tensile testing machine to nominal stress-strain data using the equations mentioned in the note below.
      NOTE: , where σ represents nominal stress (MPa), F represents circumferential or axial load (N), and A₀ represents the initial cross-sectional area (mm²); , where represents resultant strain, ΔL represents displacement, and L₀ represents the initial length of the sample. For samples subjected to failure tensile testing following stress relaxation hold, L₀ represents the pre-stretched length of the tissue. For example, sample 3 (initial length of 8 mm) was pre-stretched to 10%, and therefore, L₀ was considered 8.8 mm for computing the resultant strain values¹⁹.
   2. Use the function (calc_relax_failure.m) to identify the maximum load (i.e., failure load) and corresponding failure displacement, as well as the maximum stress (i.e., failure stress) and corresponding failure strain (Code Lines 33 and 61-63).
   3. Use the function (calc_relax_failure.m) to discard the load-displacement data following the failure load (Line 34).
   4. Use the function (calc_relax_failure.m) to plot the load-displacement curve and, when prompted, manually select two points in the linear region of the curve to approximate the tissue stiffness (N/mm) (Code Lines 37-58).
      NOTE: Since the load-displacement curve is normalized by the cross-sectional area and initial length of the sample to yield the stress-strain curve, the code utilizes the user-selected x- and y- coordinates from the load-displacement curve to compute the modulus of elasticity (MPa) using the following equation¹⁹: , where E represents the modulus of elasticity, x and y represent the selected coordinates on the load-displacement curve, A₀ represents the cross-sectional area, L₀ represents the length of the sample at the beginning of mechanical failure, and Δσ and Δ represent the change in stress and strain over the linear region of the failure response, respectively.
   5. Repeat step 4.3.4 for every sample.
4. Data output
   1. Once the code is successfully run, ensure that the computed results are available in the working directory of the data analysis software as a Microsoft Excel file in the following naming convention: relax_failure_results_mmddyy.xlsx, where mmddyy will be replaced by the date on which the code was run.

Results

Figure 1 shows the failed tissue near the clamping site and the presence of tissue within the clamp, confirming no slip during tensile testing. Figure 2 indicates various failure sites, including the top or bottom clamping sites or along the length of the tissue, that were observed during tensile testing among the tested samples. Data analysis results are summarized in Figures 3-4 and Tables...

Discussion

Very few studies have reported the stress-relaxation properties of the trachea^21,23. Studies are needed to further strengthen our understanding of the time-dependent responses of the tracheal tissue. This study offers detailed steps to perform such investigations; however, the following critical steps within the protocol must be ensured for reliable testing: (1) proper tissue hydration, (2) similar tissue-type (number of cartilaginous rings and muscle) distributi...

Materials

List of materials used in this article

Name	Company	Catalog Number	Comments
Disposable safety scalpels	Fine Science Tools Inc	10000-10
eXpert 7600	ADMET Inc.	N/A	Norwood, MA
Forceps	Fine Science Tools Inc	11006-12 and 11027-12 or 11506-12
Gauge Safe	ADMET Inc.	N/A	Free Download
Image J	NIH	N/A	Open Source
Proramming Software - MATLAB	Mathworks	N/A	version 2018A
Scissors	Fine Science Tools Inc	14094-11 or 14060-09
Sterile phosphate buffer solution	Millipore, Thomas Scientific	MFCD00131855