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J Appl Physiol 83: 297-311, 1997;
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Journal of Applied Physiology
Vol. 83, No. 1, pp. 297-311, July 1997
SYSTEMIC CIRCULATION AND FLUID BALANCE

MODELING IN PHYSIOLOGY

A simplified strong ion model for acid-base equilibria: application to horse plasma

Peter D. Constable

College of Veterinary Medicine, University of Illinois at Urbana-Champaign, Urbana, Illinois 61801

ABSTRACT
INTRODUCTION
HENDERSON-HASSELBALCH EQUATION
STRONG ION MODEL
MATERIALS AND METHODS
RESULTS
DISCUSSION
APPENDIX
FOOTNOTES
REFERENCES


ABSTRACT

Constable, Peter D. A simplified strong ion model for acid-base equilibria: application to horse plasma. J. Appl. Physiol. 83(1): 297-311, 1997.---The Henderson-Hasselbalch equation and Stewart's strong ion model are currently used to describe mammalian acid-base equilibria. Anomalies exist when the Henderson-Hasselbalch equation is applied to plasma, whereas the strong ion model does not provide a practical method for determining the total plasma concentration of nonvolatile weak acids ([Atot]) and the effective dissociation constant for plasma weak acids (Ka). A simplified strong ion model, which was developed from the assumption that plasma ions act as strong ions, volatile buffer ions (HCO-3), or nonvolatile buffer ions, indicates that plasma pH is determined by five independent variables: PCO2, strong ion difference, concentration of individual nonvolatile plasma buffers (albumin, globulin, and phosphate), ionic strength, and temperature. The simplified strong ion model conveys on a fundamental level the mechanism for change in acid-base status, explains many of the anomalies when the Henderson-Hasselbalch equation is applied to plasma, is conceptually and algebraically simpler than Stewart's strong ion model, and provides a practical in vitro method for determining [Atot] and Ka of plasma. Application of the simplified strong ion model to CO2-tonometered horse plasma produced values for [Atot] (15.0 ± 3.1 meq/l) and Ka (2.22 ± 0.32 × 10-7 eq/l) that were significantly different from the values commonly assumed for human plasma ([Atot] = 20.0 meq/l, Ka = 3.0 × 10-7 eq/l). Moreover, application of the experimentally determined values for [Atot] and Ka to published data for the horse (known PCO2, strong ion difference, and plasma protein concentration) predicted plasma pH more accurately than the values for [Atot] and Ka commonly assumed for human plasma. Species-specific values for [Atot] and Ka should be experimentally determined when the simplified strong ion model (or strong ion model) is used to describe acid-base equilibria.

acid-base balance; acidosis; alkalosis; alphastat; strong ion difference


INTRODUCTION

TWO METHODS ARE CURRENTLY used clinically to describe the physicochemical determinants of plasma pH in mammals: the Henderson-Hasselbalch equation (20) and Stewart's strong ion model (44-46). The purpose of this study is to briefly discuss the strengths and weaknesses of the Henderson-Hasselbalch equation and Stewart's strong ion model and to develop a simplified strong ion model that is conceptually and algebraically simpler than Stewart's strong ion model. The simplified strong ion model also explains many of the anomalies observed when the Henderson-Hasselbalch equation is applied to plasma.


HENDERSON-HASSELBALCH EQUATION

The traditional approach used to clinically describe mammalian acid-base equilibria focuses on how PCO2, HCO-3 concentration ([HCO-3]), the negative logarithm of the equilibrium constant (pK'1), and the solubility of CO2 in plasma (SCO2) interact to determine the plasma pH (35). This relationship is most commonly expressed as the Henderson-Hasselbalch equation (20, 23, 31)
pH = p<IT>K</IT>′<SUB>1</SUB> + log <FR><NU>[HCO<SUP>−</SUP><SUB>3</SUB>]</NU><DE>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB></DE></FR> (1)
where pK'1 is a collective equilibrium constant for the reaction
CO<SUB>2</SUB>(aq) + H<SUB>2</SUB>O ⇌ H<SUB>2</SUB>CO<SUB>3</SUB> ⇌ H<SUP>+</SUP> + HCO<SUP>−</SUP><SUB>3</SUB> (2)
The Henderson-Hasselbalch equation has proven to be invaluable in aiding our understanding of mammalian acid-base physiology and is routinely and widely used in the clinical management of acid-base abnormalities in humans and animals (2, 7, 25, 40). However, it was evident as early as 1922 that factors other than PCO2, [HCO-3], pK'1, and SCO2 influence plasma pH (52). SCO2 varies with ionic strength, temperature, and protein concentration, and accurate values are available for mammalian plasma (3). Determination of accurate pK'1 values for plasma has been more problematic, inasmuch as the experimental value for pK'1 in plasma (called the apparent dissociation constant) differs marginally from the value obtained in aqueous, nonplasma solutions (1, 8, 19, 21, 27, 29, 31, 34, 38, 39). Moreover, like all equilibrium constants based on molalities, the value for pK'1 is dependent on the ionic strength (21) and temperature (8). A number of studies have demonstrated that the apparent value for pK'1 in plasma is also influenced by pH (1, 27, 29, 34, 38), protein concentration (27, 29), and Na+ concentration (22), leading to routine adjustment of the pK'1 for plasma by nomograms (40, 41), tables (3, 27, 34), and polynomial equations (19, 22). The mechanistic basis for these adjustments is unknown.

Numerous experiments have demonstrated that the in vitro log PCO2-pH equilibration curve for plasma is well approximated by a straight line over the normal physiological range (2, 40, 52) (Fig. 1). The Henderson-Hasselbalch equation partially explains this finding, inasmuch as rearrangement of Eq. 1 provides
log P<SC>co</SC><SUB>2</SUB> = −pH + log <FR><NU>[HCO<SUP>−</SUP><SUB>3</SUB>]</NU><DE><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB></DE></FR> (3)
indicating that the log PCO2-pH relationship is linear with an intercept value of log([HCO-3]/K'1SCO2). Experimental studies have also found that the linear relationship between log PCO2 and pH is displaced by changes in the protein concentration (2) or the addition of Na+ or Cl- (2, 39) (Fig. 1), suggesting that the intercept value has changed. Other studies have found that the in vitro relationship between log PCO2 and pH becomes nonlinear in markedly acidic plasma (40), suggesting that the intercept value is pH dependent and is nonlinear during in vivo CO2 equilibration studies (6, 10) (Fig. 1). The Henderson-Hasselbalch equation provides no explanation for these phenomena.


Fig. 1. Line plots of linear in vitro (bullet , open circle , black-triangle, triangle ) and curvilinear in vivo (dots) log PCO2-pH realtionship for human plasma. bullet , Plasma with a protein concentration of 7 g/dl (normal [Atot] and [SID+]); open circle , plasma with a protein concentration of 13 g/dl (increased [Atot]) (data from Ref. 2); black-triangle, plasma with a decrease in [SID+] of 25 meq/l; triangle , plasma with an increase in [SID+] of 50 meq/l (data from Ref. 2). Dots, curvilinear in vivo log PCO2-pH relationship (data from Refs. 6 and 10). [Atot], total plasma concentration of nonvolatile weak acid; [SID+], strong ion difference.
[View Larger Version of this Image (22K GIF file)]

Because the Henderson-Hasselbalch equation does not satisfactorily explain why the apparent value of pK1 in plasma depends on pH, protein concentration, and Na+ concentration and why a nonlinear relationship exists between log PCO2 and pH in vitro over a wide range of pH and in vivo during CO2 equilibration studies, the approach can only be accurately applied to mammalian plasma at approximately normal pH, protein concentration, and Na+ concentration. Moreover, the empiric nature of the adjustments to the value of K'1 in plasma indicates that the Henderson-Hasselbalch equation is more descriptive than mechanistic.


STRONG ION MODEL

Dissatisfaction with the Henderson-Hasselbalch approach prompted Singer and Hastings (41) to propose in 1948 that plasma pH was determined by two independent factors, PCO2 and net strong ion charge, equivalent to the strong ion difference ([SID+]) (41). Stewart (44-46) later proposed that a third variable, the total plasma concentration of nonvolatile weak acids ([Atot]), also exerted an independent effect on plasma pH. By combining equations for conservation of charge, conservation of mass, and dissociation equilibrium reactions, Stewart developed a polynomial equation relating the plasma H+ concentration [H+] to three independent variables (PCO2, [SID+], and [Atot]) and five "constants" (Ka, K'w, K'1, K3, and SCO2) (45, 46)
[H<SUP>+</SUP>]<SUP>4</SUP> + ([SID<SUP>+</SUP>] + <IT>K</IT><SUB>a</SUB>)[H<SUP>+</SUP>]<SUP>3</SUP> + (<IT>K</IT><SUB>a</SUB>([SID<SUP>+</SUP>] − [A<SUB>tot</SUB>]) 
− <IT>K</IT>′<SUB>w</SUB> − <IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>)[H<SUP>+</SUP>]<SUP>2</SUP> 
− [<IT>K</IT><SUB>a</SUB>(<IT>K</IT>′<SUB>w</SUB> + <IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>) − <IT>K</IT><SUB>3</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>][H<SUP>+</SUP>] 
− <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> = 0 (4)

where Ka is the effective equilibrium dissociation constant for plasma weak acids, K'w is the ion product of water, K'1 is the apparent equilibrium constant for the Henderson-Hasselbalch equation, SCO2 is the solubility of CO2 in plasma, and K3 is the apparent equilibrium dissociation constant for HCO-3.

Although the strong ion model offers a unique insight into the pathophysiology of acid-base derangements in mammals and is mechanistic (11, 25), Stewart's approach has not been widely accepted, because it does not provide a practical method for determining [Atot] and Ka (7). The most commonly used value for [Atot] is 20 meq/l {calculated from the net protein charge, where [Atot] (in meq/l) = 2.4 × [total protein] = 8.3 g/dl, where [total protein] is total protein concentration} (25, 50); however, a recent study suggested that the correct value for [Atot] in human plasma is ~14 meq/l {calculated as [Atot] (meq/l) = 1.7 × [total protein] = 7 g/dl + 1.8 × phosphate concentration = 1 mmol/l} (13). A number of different values for Ka (2 × 10-7, 3 × 10-7, 4 × 10-7, and 4 × 10-8 eq/l) have been suggested (44-46), with 3 × 10-7 eq/l being the most commonly used value (11, 15, 25, 26, 30, 53). It is unclear which values for [Atot] and Ka should be used when the strong ion model is applied to nonhuman plasma, inasmuch as it is likely that species differences in values for [Atot] and Ka exist (15). From an experimental viewpoint, the strong ion model is considered by some authors to offer no significant improvement over the conventional Henderson-Hasselbalch equation (7, 22). However, from a clinical viewpoint, the strong ion model is invaluable, in that it offers a novel insight into the pathophysiology of mixed acid-base disorders (11, 15, 25). In particular, the effects of hypoproteinemia and hyperproteinemia on acid-base status (35) can be satisfactorily explained only by the strong ion model.

In summary, deficiencies exist in present methods to describe mammalian acid-base equilibria. Accordingly, Stewart's strong ion model was conceptually and algebraically reduced in the hope that a simpler model would 1) explain the apparent dependence of plasma pK'1 on pH, protein concentration, and Na+ concentration; 2) explain why the log PCO2-pH relationship for plasma is displaced by changes in plasma protein, Na+, and Cl- concentration and is nonlinear in vivo and in markedly acidic plasma; 3) provide a practical method for experimentally determining values for [Atot] (in meq/l) and Ka (in eq/l) in plasma; and 4) provide an acid-base model that unites the Henderson-Hasselbalch equation and strong ion model.


MATERIALS AND METHODS

Model development. The simplified model reduces the chemical reactions in plasma to that of simple ions in solution. This assumption can be made because the major plasma cations (Na+, K+, Ca2+, and Mg2+) and anions (Cl-, HCO-3, protein, lactate-, and sulfate2-) bind each other in a salt-type manner (9, 49, 52). Plasma ions that enter into oxidation-reduction reactions, complex ion interactions, and precipitation reactions are not categorized as simple ions (9, 49). Plasma ions such as Cu2+, Fe2+, Fe3+, Zn2+, Co2+, and Mn2+, which are not simple ions (49), are assumed to be quantitatively unimportant in determining plasma pH, primarily because their plasma concentrations are low.

Simple ions in plasma can be differentiated into two types: nonbuffer ions (strong ions or strong electrolytes) and buffer ions (Table 1). Strong ions are considered to be fully dissociated at physiological pH (4) and therefore exert no buffering effect. Strong ions do, however, exert an electrical effect, because the sum of completely dissociated cations does not equal the sum of completely dissociated anions (45). Stewart (44-46) termed this difference the strong ion difference (SID), which is always positive in plasma. Because strong ions do not participate in chemical reactions in plasma at physiological pH, for practical purposes the strong ions can be regarded as a collective unit of charge, the SID+. The concentration of this charge in plasma is expressed as [SID+] (in meq/l).

Table  1.   Categorization of simple ions in equine plasma and approximate values for their normal concentration
Nonbuffer Ions (Strong Ions)
Buffer Ions
Cation Concn, meq/l Anion Concn, meq/l Volatile anion Concn, meq/l Nonvolatile anion Concn, meq/l

Na 140 Cl 105 HCO3 27.2 Protein 12.0
K 4 Lactate 1.0 Phosphate 2.7
Ca 5 Sulfate 1.0 Citrate 0.3
Mg 2 Nonesterified   fatty acid 0.6
NH4 0.1 Urate 0.5
Succinate 0.5
Ketone bodies 0.2
Pyruvate 0.1

Values were derived from unpublished data and Refs. 17, 18, and 49. Ionic contribution of amino acids is ignored in this scheme, because at normal pH the sum of the positive and negative free amino acid charge approximates zero.

In contrast to strong ions, buffer ions are derived from plasma weak acids and bases that are not fully dissociated at physiological pH. The Bronsted-Lowry theory defines an acid as any substance that can donate protons. The dissociation reaction for a weak acid-conjugate base pair, HA and A-, is
HA ⇌ H<SUP>+</SUP> + A<SUP>−</SUP> (5)
and at equilibrium, Ka can be calculated from the law of mass action (23)
<IT>K</IT><SUB>a</SUB> = <IT>a</IT><SUB>H<SUP>+</SUP></SUB>[A<SUP>−</SUP>]/[HA] (6)
where aH+ represents H+ activity and [HA] and [A-] represent the plasma concentrations of weak acid and conjugate base, respectively. The value for Ka will depend on temperature and ionic strength, inasmuch as it is being defined in terms of the activity of H+ and [A-] and [HA] (molarity). For a weak acid to act as an effective buffer, its pKa must lie within the range of pH ±1.5 (9, 22, 32). On this basis, substances in plasma that act as weak acids at physiological pH have a pKa between 5.9 and 8.9 (Table 2). Ions derived from weak acids with a pKa outside this range are classified as nonbuffer ions (strong ions; Tables 1 and 2).

Table  2.   Approximate pKa values for acids that produce nonbuffer ions (strong ions) or buffer ions in plasma at physiological pH
Ion Acid pKa

Nonbuffer ions (strong ions)
Sulfate HSO-4 1.3-2.0
H2PO-4 Phosphoric acid 1.9-2.2
Pyruvate Pyruvic acid 2.3-2.5
Acetoacetate Acetoacetic acid 3.6
Lactate Lactic acid 3.7-3.9
Carboxyl protein group R-COOH 3.7-4.0
 beta -OH butyrate  beta -OH butyric acid 4.3
Succinate Succinic acid 5.2-5.6
Urate Uric acid 5.6
NH+4 NH+4 9.2-9.3
CO2-3 HCO-3 9.8-10.3
 epsilon -Amino protein group R-NH+3 9.8-10.6
Guanidine protein group R-NH+2 11.9-13.3
Buffer ions
Volatile
  Bicarbonate Carbonic acid 6.0-6.4
Nonvolatile
  Citrate Citric acid 5.7-6.4
  Imidazole protein group ImH+ 6.4-7.0
  alpha -Amino protein group RNH+3COO- 7.4-7.9
  HPO2-4 H2PO-4 6.7

Values were obtained from Refs. 9 and 42. Range of values reflects value for pKa at ionic strengths of 0-0.5 (ionic strength of plasma = 0.16).

Conceptually, the buffer ions can be subdivided into volatile buffer ion (bicarbonate) and nonvolatile buffer ions (nonbicarbonate). Bicarbonate is considered separately, because this buffer system is an open system in arterial plasma (25); rapid changes in PCO2 and, hence, arterial plasma bicarbonate concentration can be readily induced through alterations in respiratory activity (25). In contrast, the nonbicarbonate buffer system is a closed system containing a relatively fixed quantity of buffer. Another important physiological distinction between these two buffer systems is that an open buffer system such as bicarbonate can be effective beyond the limits of pH = pKa ± 1.5. Finally, it should be appreciated that bicarbonate is a homogeneous buffer ion, whereas the nonvolatile buffer ion (A-) represents a diverse and heterogeneous group of plasma buffers consisting primarily of dissociable imidazole and alpha -amino groups on plasma proteins with a smaller contribution from phosphate-containing weak acids and citrate (Tables 1 and 2). It should be emphasized that the heterogeneous group of nonvolatile buffer ions is being treated as if it were a single buffer with a classical sigmoidal titration curve. This modeling assumption is validated later and is consistent with the alphastat theory for acid-base regulation, which proposes that nonvolatile plasma buffers can be modeled as a single imidazole group (32). The derivation of Stewart's strong ion model requires the same modeling assumption.

On the basis of the information stated above, plasma contains three types of charged entities: SID+, HCO-3, and A-. The requirement for electroneutrality dictates that at all times [SID+] equals the sum of [HCO-3] and nonvolatile [A-], such that
[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>] − [A<SUP>−</SUP>] = 0 (7)
Equation 7 obviously assumes that all ionized entities in plasma can be classified as a strong ion (SID+), a volatile buffer ion (HCO-3), or a nonvolatile buffer ion (A-). This assumption forms the basis for the simplified strong ion model. The electroneutrality equation is similar to that developed by Singer and Hastings in 1948 (41) but differs from that developed by Stewart (44-46), who preferred the following
[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>] − [A<SUP>−</SUP>] − [CO<SUP>2−</SUP><SUB>3</SUB>] − [OH<SUP>−</SUP>] + [H<SUP>+</SUP>] = 0 (8)
where [CO2-3] and [OH-] are CO2-3 and OH- concentration, respectively. In plasma, [SID+], [HCO-3], and [A-] are present in milliequivalents per liter, whereas [CO2-3] exists in microequivalents per liter and [OH-] and [H+] exist in nanoequivalents per liter. Because of the large differences in the magnitudes of the factors in Stewart's electroneutrality equation, Eq. 8 does not appear to offer any significant improvement over Eq. 7. The simplified strong ion model therefore assumes that the ionic charges carried by [CO2-3], [OH-], and [H+] are quantitatively unimportant. This assumption is validated later.

Another assumption in the simplified strong ion model (and Stewart's strong ion model) is that HA and A- do not take part in plasma reactions that result in the net destruction or creation of HA or A-. This is because when HA dissociates, it ceases to be HA (therefore reducing the plasma [HA]) and becomes A- (therefore increasing the plasma [A-]). The sum of [HA] and [A-] (called Atot) therefore remains constant through conservation of mass (45). This is expressed as a mass balance statement
[A<SUB>tot</SUB>] = [HA] + [A<SUP>−</SUP>] (9)
The units of [HA] and [A-] are millimoles per liter and not milliequivalents per liter as used by Stewart (44-46), because mass, not charge, is conserved. In plasma under physiological conditions, HA consists of four dissociable groups: imidazole, alpha -amino, phosphate, and citric acid (Table 2). Human plasma contains >= 9.51 mmol/l of dissociable imidazole groups and >= 2.38 mmol/l of dissociable alpha -amino groups, because 1) there are 16 dissociable imidazole groups and 4 dissociable alpha -amino groups per albumin molecule (Table 3) (47), 2) there is 0.59 mmol of albumin per liter of plasma on the basis of a plasma albumin concentration of 4.1 g/dl and a molecular weight for albumin of 69,000 (47), and 3) the number of dissociable imidazole and alpha -amino groups in plasma is greater than or equal to that for albumin. Human plasma also contains 1.29 mmol/l of dissociable phosphate groups, on the basis of a plasma phosphate concentration of 4 mg/dl, and <0.6 mmol/l of dissociable citric acid. [Atot] for human plasma is therefore >= 13.8 mmol/l, inasmuch as [Atot]plasma = [Atot]imidazole + [Atot]alpha -amino + [Atot]phosphate + [Atot]citric acid. To facilitate further calculations, it is desirable to express [Atot] in terms of milliequivalents per liter instead of millimoles per liter. This can be accomplished by using the equilibrium constant for acid dissociation and attributing a valence to [HA] and [A-] for the four dissociable groups (see APPENDIX A). The derivation suggests that the value of [Atot] for human plasma, when expressed in terms of milliequivalents per liter, varies with plasma pH and is ~18.0 meq/l at physiological pH (APPENDIX A). A more accurate estimate for [Atot], in terms of milliequivalents per liter, cannot be calculated by this method, inasmuch as detailed information for protein composition is not available for plasma proteins other than albumin.

Table  3.   Approximate intrinsic pKa values and number of dissociable groups on plasma albumin
Group pKa Human Serum Albumin
Bovine Serum Albumin
Number Attributed charge, eq Number Attributed charge, eq

Strong     (dissociated)     ions
  Carboxyl 3.7-4.0 106  -106 100  -100
  epsilon -Amino 9.8-10.6 56 +56 57 +57
  Guanidine 11.9-13.3 24 +24 22 +22
Dissociable ions
  Imidazole 6.4-7.0 16 +2.7 16 +2.7
  alpha -Amino 7.4-7.9 4  -1.3 1  -0.3

Values were derived from Refs. 47 and 48.

We now have enough information to express pH in terms of the plasma constituents. Substituting [HA] in Eq. 9 into Eq. 6 produces
<IT>K</IT><SUB>a</SUB> = <FR><NU><IT>a</IT><SUB>H<SUP>+</SUP></SUB>[A<SUP>−</SUP>]</NU><DE>[A<SUB>tot</SUB>] − [A<SUP>−</SUP>]</DE></FR> (10)
rearrangement produces
<IT>a</IT><SUB>H<SUP>+</SUP></SUB> = <IT>K</IT><SUB>a</SUB> <FENCE><FR><NU>[A<SUB>tot</SUB>]</NU><DE>[A<SUP>−</SUP>]</DE></FR> − 1</FENCE> (11)
Substituting for [A-] from Eq. 7 and taking the reciprocal of both sides produces
<FR><NU>1</NU><DE><IT>a</IT><SUB>H<SUP>+</SUP></SUB></DE></FR> = <FR><NU>1</NU><DE><IT>K</IT><SUB>a</SUB></DE></FR> <FR><NU>1</NU><DE><FR><NU>[A<SUB>tot</SUB>]</NU><DE>[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>]</DE></FR> − 1</DE></FR> (12)
Taking the logarithm of both sides provides
−log <IT>a</IT><SUB>H<SUP>+</SUP></SUB> = −log <IT>K</IT><SUB>a</SUB> − log <FENCE><FR><NU>[A<SUB>tot</SUB>]</NU><DE>[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>]</DE></FR> − 1</FENCE> (13)
and because pH = -log aH+ and pKa = -log Ka
pH = p<IT>K</IT><SUB>a</SUB> − log <FENCE><FR><NU>[A<SUB>tot</SUB>]</NU><DE>[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>]</DE></FR> − 1</FENCE> (14)
Equation 14 provides a simple expression relating plasma pH to four variables: pKa, [Atot], [SID+], and [HCO-3]. Unfortunately, not all variables in Eq. 14 are independent, inasmuch as [HCO-3] is dependent on another variable, PCO2 (45). Because it is valuable to express pH in terms of independent variables (44-46), Eq. 14 was algebraically manipulated (see APPENDIX B) to provide an equation relating pH to Stewart's three independent variables (PCO2, [SID+], and [Atot]), the solution being
pH = log <FR><NU>2[SID<SUP>+</SUP>]</NU><DE><AR><R><C><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> + <RAD><RCD><AR><R><C>(<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>]</C></R></AR>
</RCD></RAD></C></R></AR></DE></FR>)<SUP>2</SUP> − 4<IT>K</IT> <SUP>2</SUP><SUB>a</SUB>[SID<SUP>+</SUP>][A<SUB>tot</SUB>] (15)
Equation 15 indicates that plasma pH is determined by three independent variables (PCO2, [SID+], and [Atot]) and three "variable constants" (Ka, K'1, and SCO2). The latter three factors are considered variable constants, because Ka and K'1, like all apparent equilibrium constants, are affected by temperature and ionic strength and SCO2 is affected by temperature, ionic strength, and protein concentration (3).

Under the condition PCO2 = 0, at which time [HCO-3] = 0 and [SID+] = [A-] by virtue of Eq. 7, Eq. 15 reduces to the law of mass action for a weak acid (Eq. 6). Under the condition [Atot] = 0, at which time [A-] = 0 and [SID+] = [HCO-3] by virtue of Eq. 7, Eq. 15 reduces to the Henderson-Hasselbalch equation (Eq. 1). The latter may be more readily appreciated if Eq. 14 is rearranged in terms of [HCO-3] and substituted into Eq. 1
pH = p<IT>K</IT>′<SUB>1</SUB> + log <FR><NU>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>]/(<IT>K</IT><SUB>a</SUB> + 10<SUP>−pH</SUP>)</NU><DE>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB></DE></FR> (16)
In contrast to the individual conditions PCO2 = 0 or [Atot] = 0, Eqs. 15 and 16 indicate that the mathematical condition [SID+] = 0 cannot exist, inasmuch as in this case there is no solution for plasma pH, because the logarithm of a number <= 0 does not exist. However, because of the law of electroneutrality and the fact that volatile and nonvolatile plasma buffers are negatively charged, as [SID+] approaches zero, [HCO-3] or [A-] must also approach zero but be closer to zero by virtue of Eq. 7. This means that the simplified strong ion model reduces to the equilibrium reaction for plasma weak acids or the Henderson-Hasselbalch equation before the condition [SID+] = 0 exists. In summary, the simplified strong ion model reduces to appropriately simpler models under the conditions PCO2 = 0 or [Atot] = 0, whereas Stewart's strong ion model (Eq. 4) is not appreciably simplified under these conditions.

As stated previously, the electroneutrality equation used to derive the new acid-base model differs from that used by Stewart. Because his electroneutrality equation contains six unknowns, Stewart's approach requires six simultaneous equations to solve for [H+], specifically Eqs. 1, 6, 8, 9, and two additional equilibrium equations (45, 46)
<IT>K</IT>′<SUB>w</SUB> = [H<SUP>+</SUP>][OH<SUP>−</SUP>] (17)
<IT>K</IT><SUB>3</SUB>[HCO<SUP>−</SUP><SUB>3</SUB>] = [H<SUP>+</SUP>][CO<SUP>2−</SUP><SUB>3</SUB>] (18)
where K'w is the ion product of water and K3 represents the equilibrium dissociation constant for bicarbonate. Stewart (46) stated that "nothing less than the whole set of six equations is sufficient" to explain pH behavior. A solution for Eq. 4 can also be generated through algebraic manipulation and simplification, as detailed in APPENDIX C. The solution demonstrates that Stewart's fourth-order polynomial equation (Eq. 4), which is derived from six equations and eight factors, can be algebraically simplified to Eq. 14, which was derived from four equations and six factors. In other words, Eq. 15, derived from the simplified strong ion model, produces values for plasma pH identical to those produced by Eq. 4, derived from Stewart's strong ion model, but from fewer variables.

A comparison between the plasma pH predicted by Stewart's polynomial equation (Eq. 4) and the simplified strong ion model (Eq. 15) for solutions of widely varying PCO2, [SID+], and [Atot] confirms that the algebraic reduction detailed in APPENDIX C is valid, inasmuch as the equations produce identical results, allowing for rounding error (Table 4). The finding also confirms the assumption made earlier that the simpler electroneutrality equation is valid. The conclusion that leads directly from this observation is that the dissociation equilibrium between HCO-3 and CO2-3 and the dissociation equilibrium of water do not play a quantitatively important role in the physicochemical determination of plasma pH.

Table  4.   Comparison of plasma pH predicted by Stewart's strong ion model (Eq. 4) and that predicted by the simplified strong ion model (Eq. 15) for equine plasma from known PCO2, [SID+], and [Atot]
PCO2, Torr [SID+], meq/l [Atot], meq/l pH Predicted by
Stewart's strong ion model (Eq. 4) Simplified strong ion model (Eq. 15)

Normal values
44 40 15 7.432 7.432
50% change in PCO2
22 40 15 7.716 7.718
66 40 15 7.268 7.268
50% change in [SID+]
44 20 15 6.987 6.988
44 60 15 7.663 7.664
50% change in [Atot]
44 40 7.5 7.521 7.522
44 40 22.5 7.329 7.329

Values for the other variables in each model at 37°C were as follows: Ka = 2.22 × 10-7 eq/l, Kc = K '1SCO2 = 2.281 × 10-11 eq · l-1 · Torr-1, K 'w = 4.4 × 10-14 eq2/l2, K3 = 6.0 × 10-11 eq/l. [SID+], strong ion difference; [Atot], total plasma concentration of volatile weak acids.

Clinical application of the new model. Some limitations exist in the practical clinical application of the simplified strong ion model, primarily because of difficulties in obtaining accurate values for [SID+], [Atot], and Ka. Similar difficulties exist with Stewart's strong ion model (30). The factors [SID+], [Atot], and Ka cannot be easily measured in plasma, and their values must therefore be estimated, assumed, or derived from the plasma constituents.

Determination of [SID+] requires identification and measurement of all strong ions in plasma (Tables 1 and 2). This can be an arduous and difficult task, since unidentified strong ions may be present (11, 28). Despite these shortcomings, a clinically practical estimate of [SID+] can be obtained by determining the plasma concentration of at least four strong ions (Na+, K+, Cl-, and lactate-), whereby [SID+] = [Na+] + [K+- [Cl-- [lactate-], where [Na+], [K+], [Cl-], and [lactate-] are Na+, K+, Cl-, and lactate- concentrations (14, 15, 43, 53). Other investigators have employed different equations to estimate [SID+], e.g., [SID+] = [Na+] + [K+- [Cl-] (12), [SID+] = [Na+] + [K+] + [Ca2+- [Cl-- [lactate-] (26, 30), [SID+] = [Na+] + [K+] + [Ca2+] + [Mg2+- [Cl-] (11, 12), [SID+] = [Na+] + [K+] + [Ca2+] + [Mg2+- [Cl-- 1.5 (13), and [SID+] = [Na+] + [K+] + [Mg2+- [Cl-- [citrate-] (35), where [Ca2+], [Mg2+], and [citrate-] are concentrations of Ca2+, Mg2+, and citrate-. All these different mathematical approaches provide an estimate of [SID+] instead of the exact value, because 1) each method assumes that the sum of the unmeasured strong cations approximates the sum of the unmeasured strong anions, 2) unmeasured strong ions may become quantitatively important in specific pathological states (28), 3) each method does not directly incorporate the effect of sulfate, which is a strong anion with an approximate plasma concentration of 1 meq/l (30), and 4) each individual measurement is subject to error, thereby leading to a larger cumulative error in [SID+].

An estimate for [Atot] in milliequivalents per liter can be obtained for normal human plasma by multiplying total protein concentration (in g/dl) by 2.4 (25, 50) or the albumin concentration (in g/dl) by 4.0 (35), inasmuch as [Atot] essentially represents the ionic equivalent of plasma proteins and phosphate. This method may be inaccurate in human plasma (13) or when applied to nonhuman plasma, inasmuch as the protein charge, albumin-to-globulin ratio, and inorganic phosphate concentration vary among species (12, 13, 15, 30, 49, 50) (APPENDIX A). Instead of estimating general values for [Atot] and Ka, species-specific values can be experimentally determined by nonlinear regression using Eq. 15 of the simplified strong ion model and known values for pH, PCO2, and [SID+] obtained from plasma equilibrated with different PCO2. This requires measurement of pH and PCO2, estimation of [SID+] from [Na+], [K+], [Cl-], and [lactate-], and measurement of the predominant volatile buffers in plasma (total protein, albumin, globulin, and phosphate) to express [Atot] in a meaningful manner. Nonlinear regression can also be applied to Stewart's strong ion equation (Eq. 4) to solve for [Atot] and Ka; however, this approach may fail to provide a solution or produce unrealistic values for [Atot] and Ka, suggesting an overspecified model or the presence of multicollinearity (16). An alternative method for determining Ka based on computer modeling of ionizable groups has been used to predict Ka for human albumin (13); however, this procedure is laborious, requires detailed knowledge of the structure and composition of albumin for each species, and appears to produce an estimate for Ka (0.5 × 10-7 eq/l) (13) of human plasma that differs from that of imidazole (1.9 × 10-7 eq/l) (32).

Data acquisition for experimental determination of [Atot] + Ka in equine plasma. Venous blood was collected anaerobically from six healthy adult horses (3 females, 3 males) into tubes containing heparin sodium and centrifuged, and the plasma was harvested. Plasma samples were equilibrated at 37°C for 20 min with a water vapor-saturated gas containing CO2 (range 6-70 Torr) by a tonometer (model IL237, Instrumentation Laboratory, Lexington, MA). Various mixtures of two CO2 gases (2% CO2-17% O2-81% N2 and 10% CO2-7% O2-83% N2) were used to provide a wide range of PCO2. The pH and PCO2 of the tonometered plasma samples were determined at 37°C by a pH/blood gas analyzer (model 238, Ciba Corning, Halstead, UK). Plasma concentrations of Na+, K+, Cl-, albumin, total protein, and phosphate were determined by automated methods (model 704 Automatic Analyzer, Hitachi, Tokyo, Japan). Plasma [lactate-] was determined by spectrophotometric methods (Sigma Chemical, St. Louis, MO). The [SID+] was calculated as [SID+] = [Na+] + [K+- [Cl-- [lactate-], with all values in milliequivalents per liter.

Nonlinear regression was applied using the simplified strong ion model (Eq. 15) and known values for pH, PCO2, [SID+], SCO2, and K'1 to solve for [Atot] and Ka. The value used for SCO2 in plasma at 37°C was 0.0307 Torr-1 (3). The value for pK'1 at 37°C and an ionic strength of 0.16 (mammalian extracellular fluid) was obtained from the sum of pKs (6.038; Table II, interpolated, Ref. 19) and the negative logarithm of the activity coefficient of H+ (0.091) (31), producing a value of 6.129. Nonlinear regression was also performed using Stewart's electroneutrality equation (Eq. 8) in the following form: PCO2 = {[H+]/(K'1SCO2 + K3K'1SCO2/[H+])} × ([SID+- {Ka[Atot]/(Ka + [H+])} + [H+- Kw/[H+]). The values used for K3 and Kw were 6 × 10-11 eq/l and 4.4 × 10-14 eq2/l2, respectively. Marquardt's expansion algorithm (PROC NLIN, SAS Institute) was used for the nonlinear regression procedure (16, 37) on the basis of initial values for [Atot] of 5-30 meq/l in 5 meq/l increments and for Ka of 1-9 × 10-7 eq/l in 1 × 10-7 eq/l increments.

Nonlinear regression (using the simplified strong ion model Eq. 15) was also applied to published values for pH, PCO2, and [SID+] obtained from CO2 equilibration of equine plasma albumin, globulin, and serum protein solutions (50, 51). Inasmuch as equilibration in these studies was accomplished at 38°C, temperature-adjusted values for SCO2 (0.0301 Torr-1) (3) and pK'1 [6.1201; obtained from the sum of pKs (6.0300; Table II, interpolated, Ref. 19) and the negative logarithm of the activity coefficient of H+ (0.0901) (31)] were used. Calculated values for [Atot] and Ka were expressed as estimated means ± SE of the estimate.

Model validation. The simplified strong ion model was validated by applying the mean values for [Atot] and Ka obtained by the method described above to published blood- gas and serum biochemical data derived from horses and ponies given endotoxin or strong electrolyte solutions such as sodium bicarbonate, sodium chloride, sodium lactate, and dilute hydrochloric acid (17, 18, 36). The total protein concentration was estimated from the albumin concentration, assuming that total protein concentration (g/dl) = 2.09 × albumin concentration (g/dl), in the studies (17, 18) where the total protein concentration was not reported. The plasma lactate concentration was calculated from the whole blood lactate concentration, assuming a hematocrit of 42% and using the following adjustment (24): [lactate]plasma = [lactate]blood/(1 - 0.56 × hematocrit), where [lactate]plasma and [lactate]blood are lactate concentrations in plasma and blood. The plasma lactate concentration was assumed to have a constant value (1.2 meq/l) in the experimental study (36) where it was not measured. The [SID+] was calculated as follows: [SID+] = [Na+] + [K+- [Cl-- [lactate-], with all values in milliequivalents per liter. The values for pK'1 and SCO2 were 6.129 and 0.0307 Torr-1, respectively. Equation 15 was then used to predict the plasma pH from the reported values for PCO2, [SID+], and total protein concentration obtained during the experimental studies. The calculated pH values were then compared with the measured pH values by linear regression analysis for each data set, and the means ± SD for the slope and intercept were determined.


RESULTS

Experimental determination of [Atot] and Ka. Nonlinear regression using the simplified strong ion model (Eq. 15) produced a value for horse plasma [Atot] of 15.0 ± 3.1 (SD) meq/l and for horse plasma and a value for Ka of 2.22 ± 0.32 × 10-7 eq/l (Table 5). The 95% confidence interval for [Atot] and Ka for horse plasma did not contain the values commonly used for human plasma ([Atot] = 20 meq/l, Ka = 3.0 × 10-7 eq/l).

Table  5.   [Atot] and Ka determined from nonlinear regression of equine plasma equilibrated with different PCO2
Animal No. n pH Range R2 Simplified Strong Ion Model
Stewart's Strong Ion Model
[Atot], meq/l Ka, 10-7 eq/l [Atot], meq/l Ka, 10-7 eq/l

Females
  1 7 7.34-8.29 0.99 16.5 2.64 NA NA
  2 10 7.28-7.95 0.96 13.3 2.11 NA NA
  3 8 7.28-7.84 0.98 15.0 1.99 16.0 1.46
Males
  1 8 7.30-7.93 0.98 15.3 1.95 15.1 2.23
  2 7 7.40-7.81 0.98 19.7 1.99 20.7 1.44
  3 11 7.32-7.86 0.94 10.4 2.61  9.0 0.06

n, No. of samples; NA, not available (values could not be estimated).

When calculated solely from the total protein concentration, [Atot] (in meq/l) = (2.24 ± 0.42) × [total protein] (in g/dl). Because this value assigns the [Atot] contribution of inorganic phosphate to total protein, this formula should be used only in horse plasma with normal phosphate concentration. The direct contributions of total protein and phosphate to [Atot] were 12.3 and 2.7 meq/l, respectively, on the basis of a mean total protein concentration of 6.7 g/dl, a mean phosphate concentration of 4.6 mg/dl, and assignment of valences to phosphate as described in APPENDIX A. A more complete formula for estimating [Atot] in horse plasma with a normal albumin-to-globulin ratio (0.90 ± 0.12) but an abnormal phosphate concentration is therefore as follows: [Atot] (in meq/l) = (1.84 ± 0.42) × [total protein] (in g/dl) + 0.59 [phosphate] (in mg/dl), where [phosphate] is phosphate concentration. The error estimate for [Atot] was attributed entirely to total protein, because the error in estimating [Atot] from phosphate was comparatively much smaller.

Nonlinear regression using Stewart's strong ion model (Eq. 8) produced values for [Atot] and Ka in three plasma samples similar to those obtained with the simplified strong ion model, an unrealistic value for Ka (6.4 × 10-9 eq/l) in one plasma sample, and did not produce a mathematical solution in the two remaining plasma samples (Table 5).

Nonlinear regression using the simplified strong ion model (Eq. 15) produced a mean estimate for [Atot] of purified horse serum protein (2.05 × [total protein], in g/dl) that was within the 95% confidence interval for the value calculated above for a non-phosphate-containing solution: (1.84 ± 0.46) × [total protein] (in g/dl) (Table 6). The estimated values for [Atot] {(1.4 ± 0.6) × [globulin] (in g/dl)}, where [globulin] is globulin concentration, and Ka [(3.4 ± 1.9) × 10-7 eq/l] of horse globulin were not significantly different from the values obtained for horse plasma (Table 6). The calculated estimate for [Atot] (1.84 × [total protein], in g/dl) of a solution containing purified horse albumin ([Atot] = 2.25 × [albumin], in g/dl), where [albumin] is albumin concentration, and horse globulin ([Atot] = 1.4 × [globulin], in g/dl) with a normal albumin-to-globulin ratio was within the 95% confidence interval for the value obtained for a non-phosphate-containing plasma protein solution.

Table  6.   Calculation of [Atot] and Ka for equine albumin, globulin, and serum protein using published values for PCO2, [SID+], pH, ionic strength, temperature, pK '1, and SCO2
Protein n pH Range R2 [Atot], meq/l Ka, 10-7 eq/l Ref.

Albumin 5 6.67-7.37 0.999 (2.2 ± 1.0) × [Alb] 2.3 ± 1.5  48, Table I
Albumin 6 6.81-7.52 0.998 (2.3 ± 1.1) × [Alb] 2.3 ± 2.3  48, Table II
Globulin 5 6.66-7.38 0.999 (1.4 ± 0.6) × [Glob] 3.4 ± 1.9  48, Table IV
Serum protein 4 7.07-7.74 1.000 (2.0 ± 0.9) × [TP] 2.0 ± 0.6  47, Table V
Serum protein 4 7.16-7.73 1.000 (2.1 ± 1.3) × [TP] 2.0 ± 0.8  47, Table VI

Values for [Atot] and Ka were determined using nonlinear regression and are expressed as mean estimate ± SE of estimate; n, no. of samples. [Alb], albumin concentration (in g/dl); [Glob], globulin concentration (in g/dl); [TP], total protein concentration (in g/dl); SCO2, solubility of CO2 in plasma.

Model validation. Data from the published studies covered a physiological range of PCO2 (36-54 Torr), [SID+] (22.2-52.9 meq/l), and total protein concentration (4.6-7.3 g/dl). By use of the values experimentally determined by the simplifed strong ion model for horse plasma ([Atot] = 2.24 × [total protein], in g/dl; Ka = 2.22 × 10-7 eq/l), an excellent correlation between calculated pH and measured pH was observed for all experimental studies (Table 7, Fig. 2). The values (means ± SD) for the slope (1.11 ± 0.12) and intercept (-0.84 ± 0.88) did not differ significantly from the line of identity. The mean difference between the estimated and actual pH was -0.004 (range -0.054 to +0.049).

Table  7.   Summary of linear regression analysis of the relationship between calculated and measured plasma pH
Model 1 [Atot] (meq/l) = 2.24 [TP] (g/dl) Ka = 2.22 × 10-7 eq/l Model 2 [Atot] (meq/l) = 20 Ka = 3.0 × 10-7 eq/l Model 3 [Atot] (meq/l) = 2.4 [TP] (g/dl) Ka = 3.0 × 10-7 eq/l Ref.

pHc = 1.08 pHm - 0.60 [0.93] pHc = 1.01 pHm - 0.15 [0.96] pHc = 1.18 pHm - 1.37 [0.93] 36, Figs. 1, 2, 3
pHc = 1.18 pHm - 1.34 [0.78] pHc = 1.96 pHm - 7.26 [0.75] pHc = 1.22 pHm - 1.66 [0.74] 17, Table 2
pHc = 1.02 pHm - 0.15 [0.94] pHc = 1.58 pHm - 4.42 [0.96] pHc = 1.09 pHm - 0.71 [0.95] 17, Table 3
pHc = 0.93 pHm + 0.54 [0.96] pHc = 1.44 pHm - 3.40 [0.97] pHc = 1.00 pHm - 0.02 [0.96] 17, Table 4
pHc = 1.28 pHm - 2.05 [0.86] pHc = 1.68 pHm - 5.15 [0.87] pHc = 1.35 pHm - 2.59 [0.86] 17, Table 5
pHc = 1.02 pHm - 0.18 [0.95] pHc = 1.03 pHm - 0.37 [0.94] pHc = 1.10 pHm - 0.79 [0.95] 18, Table 1
pHc = 1.20 pHm - 1.52 [0.92] pHc = 1.52 pHm - 4.02 [0.95] pHc = 1.27 pHm - 2.05 [0.92] 18, Table 2
pHc = 1.20 pHm - 1.43 [0.96] pHc = 1.23 pHm - 1.82 [0.95] pHc = 1.23 pHm - 1.69 [0.95] 18, Table 3
Mean ± SD
pHc = (1.11 ± 0.12)pHm - (0.84 ± 0.88) pHc = (1.43 ± 0.33)pHm - (3.32 ± 2.44) pHc = (1.18 ± 0.10)pHm - (1.36 ± 0.73)

Plasma pH was calculated using [Atot] and Ka values determined by simplified strong ion model (model 1), Stewart's commonly used values (model 2), and values commonly used for human plasma (model 3). Plasma pH was calculated from published values (Refs. 17, 18, and 36) for PCO2, [SID+], and [TP]. Values in brackets are R2. pHc, calculated pH; pHm, measured pH.


Fig. 2. Scatterplot of relationship between calculated plasma pH (calculated from reported values for PCO2, [SID+], and total protein concentration) and measured plasma pH for horses (data from Refs. 17, 18, and 36). bullet , Calculated pH values using values obtained for [Atot] and effective dissociation constant for plasma weak acids (Ka) of horse plasma obtained by simplified strong ion model; open circle , calculated pH values using Stewart's commonly assumed values for [Atot] and Ka; triangle , calculated pH values using commonly assumed [Atot] and Ka values for human plasma. Solid line, line of identity; dashed lines, mean linear regression lines for pH calculated using values assumed by Stewart or for human plasma. TP, total protein.
[View Larger Version of this Image (27K GIF file)]

By use of the commonly accepted human plasma values for [Atot] (2.4 × [total protein], in g/dl) and Ka (3.0 × 10-7 eq/l), the values (means ± SD) for the slope (1.18 ± 0.10) and intercept (-1.36 ± 0.73) differed significantly (P < 0.05) from the line of identity (Table 7, Fig. 2). The mean difference between the estimated and actual pH was -0.027 (range -0.084 to 0.000).

By use of a fixed value for [Atot] (20.0 meq/l) and the most commonly used value for Ka (3.0 × 10-7 eq/l), the values (means ± SD) for the slope (1.43 ± 0.33) and intercept (-3.32 ± 2.44) also differed significantly from the line of identity (Table 7, Fig. 2). The mean difference between the estimated and actual pH was -0.135 (range -0.242 to -0.054).


DISCUSSION

The simplified strong ion model provides a quantitative mechanistic acid-base model that explains many of the anomalies of the Henderson-Hasselbalch equation. The model explains why the apparent value for pK'1 in plasma is dependent on pH, protein concentration, and Na+ concentration and provides a mechanistic explanation for the temperature dependence of plasma pH. The simplified strong ion model provides a practical method for experimentally determining [Atot] and Ka that produces values for horse plasma that are significantly different from those most commonly used for human plasma. Finally, the model simplifies to the Henderson-Hasselbalch equation when applied to aqueous nonprotein solutions, thereby providing an acid-base model that unites the Henderson-Hasselbalch equation and strong ion model.

Explanation for anomalies in the Henderson-Hasselbalch equation. Rearrangement of Eq. 16 provides the following expression
log P<SC>co</SC><SUB>2</SUB>  (19)
= −pH + log <FR><NU>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>]/(<IT>K</IT><SUB>a</SUB> + 10<SUP>−pH</SUP>)</NU><DE><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB></DE></FR>
which should be compared with Eq. 3 from the Henderson-Hasselbalch equation. The simplified strong ion model predicts that, over a physiological range of plasma pH at constant temperature and ionic strength, the in vitro log PCO2-pH equilibration curve will be linear, because [SID+], SCO2, and pK'1 are constant and Ka[Atot]/(Ka + 10-pH) is approximately constant. In alkalotic plasma solutions, Ka[Atot]/(Ka + 10-pH) approaches [Atot], inasmuch as (Ka + 10-pHsime  Ka, because Ka (2.22 × 10-7) > 10-pH. In markedly acidic plasma solutions, Ka[Atot]/(Ka + 10-pH) and, therefore, the intercept value of the log PCO2-pH relationship becomes pH dependent, because 10-pH > Ka. The simplified strong ion model therefore explains the nonlinearity of the log PCO2-pH relationship in markedly acidic plasma.

As discussed previously, the Henderson-Hasselbalch equation fails to explain why the log PCO2-pH relationship is displaced by changes in protein, Na+, and Cl- concentration (2, 39) (Fig. 1). The simplified strong ion model, through Eq. 19, predicts that, in solutions with increased protein concentration (increased [Atot]), Ka[Atot]/(Ka + 10-pH) is increased, thereby displacing the log PCO2-pH curve to the left (Fig. 1). Addition of Na+ increases the [SID+], thereby shifting the curve to the right (Fig. 1), whereas addition of Cl- decreases the [SID+], thereby shifting the curve to the left (Fig. 1).

The simplified strong ion model also explains why the apparent pK'1 in plasma is dependent on pH, protein concentration, and Na+ concentration. Values for the apparent pK'1 in plasma are usually obtained by titrating a plasma sample with a known amount of hydrochloric acid, thereby changing [SID+]. This technique assumes that plasma protein dissociation (the ratio of [A-] to [HA]) remains constant, regardless of the PCO2 value (39) and that the known Delta [SID+] is equal to and opposite from Delta [HCO-3]. The simplified strong ion model suggests that the [A-]-to-[HA] ratio does not remain constant during in vitro CO2 equilibration, inasmuch as [Atot] and [SID+] will remain constant with changes in PCO2, but pH, [A-], and [HA] will vary, inasmuch as they are dependent variables. The apparent dependence of plasma pK'1 on pH, when pK'1 is determined by acid titration, therefore, results from the dependence of [A-] on PCO2 and [SID+]. A similar explanation can be offered for the effect of plasma protein and Na+ concentration on the apparent pK'1, inasmuch as protein concentration is the predominant determinant of [Atot] and Na+ concentration determines [SID+]. Changes in [Atot] or [SID+] alter [A-] and, therefore, the ratio of [A-] to [HA]. The explanations above suggest that pK'1, when used in Stewart's strong ion model or the simplified strong ion model, should be corrected only for temperature and ionic strength.

The simplified strong ion model predicts that pK'1, determined by acid titration, will not be influenced by pH in aqueous nonplasma solutions, inasmuch as Eqs. 15 and 16 simplify to the Henderson-Hasselbalch equation in nonplasma solutions (where [Atot] = 0). Studies demonstrating a pH dependence of apparent pK'1 in serum, plasma, and cerebrospinal fluid (1, 27, 34, 38), which contain various concentrations of nonvolatile buffers ([Atot] > 0) but no pH dependence in aqueous nonplasma solutions ([Atot] = 0) (1, 19, 27), support this prediction. Finally, the curvilinear nature of the in vivo log PCO2-pH relationship (Fig. 1) results from changes in [SID+] reflected by alterations in plasma Na+, K+, and Cl- concentrations (6, 10), inasmuch as acid-base status is regulated to ensure a constant protein charge state (7).

Temperature dependence of plasma pH. Equation 14 indicates that plasma pH varies directly with plasma pKa. It therefore follows that Delta pH/Delta T will approximate Delta pKa/Delta T, where T is temperature. This is consistent with the alphastat hypothesis, because the Delta pH/Delta T of mammalian plasma (-0.015 to -0.020 unit/°C) is similar to the Delta pKa/Delta T of imidazole (-0.016 unit/°C) (32). The simplified strong ion model therefore provides a direct explanation for the temperature dependence of plasma pH, in that plasma pH varies with temperature, primarily because the value for Ka varies with temperature, and plasma pH is dependent on Ka. Temperature-induced changes in K'1 and SCO2 play a much smaller role in the temperature-induced changes in pH. The effect of temperature should not be neglected in studies utilizing Stewart's strong ion model or the simplified strong ion model, inasmuch as an increase in temperature of 4°C (a common occurrence during strenuous exercise) will decrease plasma pH by ~0.06 unit, primarily through temperature-induced changes in Ka.

The 95% confidence interval for the effective Ka of horse plasma at 37°C (2.22 ± 0.32 × 10-7 eq/l) includes the value predicted for imidazole at 37°C (1.90 × 10-7 eq/l) on the basis of a pKa of 6.95 for imidazole at 25°C, a heat of enthalpy of 7,700 cal/mol (32), and correction of this value for temperature by the van't Hoff equation. The close agreement between the Ka values for horse plasma and imidazole is consistent with Reeve's hypothesis that plasma nonvolatile buffers can be modeled as a single imidazole group over the physiological range of pH (32).

Experimental determination of [Atot] and Ka. The simplified strong ion model provides a practical in vitro method for experimentally determining [Atot] and Ka. Of interest is the finding that the experimentally determined values for [Atot] (15.0 ± 3.1 meq/l) and Ka (2.22 ± 0.32 × 10-7 eq/l) of horse plasma were significantly different from the values most commonly used for human plasma ([Atot] = 20 meq/l, Ka = 3.0 × 10-7 eq/l) (45, 46). Figure 2 demonstrates that the experimentally determined values for [Atot] and Ka more accurately predict pH for horse plasma than values derived from human plasma. This emphasizes the point that species-specific values for [Atot] and Ka should be experimentally determined when Stewart's strong ion model or the simplified strong ion model is used to describe acid-base equilibria.

The nonlinear regression technique used in this study to estimate [Atot] and Ka was complicated by the presence of multicollinearity. The correlation between regression parameter estimates for [Atot] and Ka exceeded 0.95 for all analyses, indicating severe multicollinearity (16). The presence of large standard errors for the parameter estimates, despite excellent goodness of fit values (R2 >=  0.998) (Table 6), and occasional unreasonable parameter estimates or inability to provide a parameter estimate (Table 5) are also suggestive of multicollinearity. Structural multicollinearity is inherent in the simplified strong ion and Stewart's strong ion approaches because of the mathematical relationship between [Atot] and Ka demonstrated in Eq. 10. Additional structural multicollinearity exists in Stewart's strong ion approach because of the mathematical relationship between [OH-] and [H+] (Eq. 17), between [CO2-3] and [HCO-3] (Eq. 18), and between [CO2-3] and [H+] (Eq. 18). Recommended methods for analyzing data containing multicollinearities include using ridge regression techniques (such as Marquardt's approach used in this study), reformulating the mathematical equation (the equations used demonstrated the least multicollinearity), and eliminating parameters from the regression model (16, 37). On the basis of the derivation in APPENDIX C and the results in Table 4, it appeared that two parameters ([OH-] and [CO2-3]) could be removed from Stewart's strong ion model. When this was done (equivalent to reducing the strong ion model to the simplified strong ion model), realistic estimates for [Atot] and Ka were obtained for six of six tonometered horse plasma samples compared with three of six samples when Stewart's approach was used (Table 5). In other words, experimental determination of [Atot] and Ka is facilitated by use of the simplified strong ion model.

Independent determinants of plasma pH. Equation 15 indicates that six factors (PCO2, [SID+], [Atot], Ka, K'1, and SCO2) physicochemically determine plasma pH. Not all these factors exert an independent effect on plasma pH, inasmuch as the apparent dissociation constants Ka and K'1 are dependent on temperature and ionic strength, SCO2 is dependent on temperature, ionic strength, and protein concentration, and [Atot] and Ka are dependent on the relative contributions of individual nonvolatile plasma buffers (such as albumin, globulin, and phosphate). The independent factors that determine plasma pH are therefore PCO2, [SID+], concentration of individual nonvolatile plasma buffers (albumin, globulin, and phosphate), ionic strength, and temperature. A change in any one of these variables will produce a direct and predictable change in plasma pH.

Limitations of the simplified strong ion model. The major limitations of the simplified model are identical to those of Stewart's strong ion model in that 1) an accurate value for [SID+] can be difficult to obtain, 2) values for [Atot] and Ka are pH dependent when expressed in terms of milliequivalents per liter, 3) values for [Atot] and Ka depend on the relative concentrations of the four nonvolatile plasma buffers (imidazole, alpha -amino, H2PO-4, and citric acid), and 4) the heterogeneous group of nonvolatile plasma buffers with an approximately linear titration curve is being modeled as a single buffer with a classic sigmoidal titration curve. Despite these limitations, the simplified strong ion model can be used clinically, in that it predicts plasma pH within 0.05 unit (with a mean prediction within 0.001 unit) from measured values for PCO2, [SID+], and total protein concentration (Fig. 2, Table 7). PCO2 can be measured accurately to within 1 Torr, resulting in an error of 0.01 unit in the predicted pH. [SID+] can be measured within 3 meq/l when calculated from the Na+, K+, Cl-, and lactate- concentrations, the error resulting from cumulative measurement errors and the presence of unmeasured strong ions. This produces an error of 0.05 unit in the predicted pH. [Atot] can be measured within 10%, the error resulting from changes in the albumin-to-globulin ratio or a marked increase in the phosphate concentration. This produces an error in pH of 0.02 unit. The simplified strong ion model should therefore produce a maximum error in the predicted pH of ~0.08 unit, a value that exceeds the observed maximum error (0.06 unit) when the model was applied to published data (Table 7, Fig. 2). Other studies have shown that Stewart's strong ion model predicts plasma pH within a similar error margin (13, 30).

The pH dependence of [Atot] and Ka is theoretically of some concern but is practically inconsequential. As demonstrated in APPENDIX A, [Atot] is pH dependent when expressed in terms of milliequivalents per liter. The effect of this pH dependence on [Atot] (in meq/l) is very small, however, inasmuch as the predominant determinant of [Atot] (in meq/l) is the net charge produced by fully dissociated groups on plasma proteins (APPENDIX A, Table 3). A decrease in plasma pH from 7.40 to 6.80 alters the calculated value of [Atot] from 18.0 to 17.5 meq/l, a change of 2.2%. An increase in plasma pH from 7.40 to 7.70 alters the calculated value of [Atot] from 18.0 to 18.5 meq/l, a change of 2.8%. As calculated above, these changes in [Atot] will result in an error in predicted pH of <0.01. For practical purposes, [Atot] can therefore be considered constant over the physiological range of pH (6.8-7.7). An explanation as to why plasma Ka also varies with pH is the functional categorization used in this study to differentiate strong ions from buffer ions, namely, whether the individual pKa falls within the range of pH ±1.5. For example, nuclear magnetic resonance examination of human serum albumin indicates that the pKa of individual imidazole groups ranges from 5.2 to 7.9, with an overall mean of ~6.9 (5). An increase in pH from 7.4 to 7.7 causes imidazole residues with a pKa between 5.9 and 6.2 to effectively lose their ability to function as a nonvolatile buffer, potentially altering the apparent plasma Ka. The resultant effect on predicted pH is small, however, inasmuch as an increase in Ka from 2 × 10-7 to 3 × 10-7 eq/l changes plasma pH by <0.01. The dependence of [Atot] and Ka on plasma pH does not invalidate the simplified strong ion model and Stewart's strong ion model; instead it limits the pH range to which both models can be accurately applied. Validation of the simplified strong ion model (Table 7, Fig. 2) indicates that the experimentally determined values for [Atot] and Ka are accurate in the horse for pH 7.20-7.60. It is unknown whether these values remain accurate outside this pH range.

Concern has been raised over the effect of changes in the relative concentrations of albumin, globulin, and phosphate on [Atot] and Ka (11), the effect of citrate being ignored because of its relatively low plasma concentration. Removal of phosphate from plasma will decrease [Atot] by ~20% but not change Ka, inasmuch as phosphate normally contributes 2.7 meq/l to [Atot] (APPENDIX A) and has a Ka (2 × 10-7) similar to that of imidazole and plasma. A fivefold increase in plasma phosphate concentration will also not change plasma Ka but will increase [Atot] by 10.8 meq/l. This will result in a large increase in [Atot] and, therefore, a decrease in plasma pH. The effect of the globulin concentration on [Atot] and Ka requires consideration, inasmuch as the estimated values for [Atot] and Ka of horse globulin may differ from those of plasma, although a significant difference was not observed in this study. This suggests that an altered albumin-to-globulin ratio could alter the effective values for [Atot] and Ka in the horse. This is not surprising, in that the amino acid composition of globulin (particularly the composition of dissociable imidazole and alpha -amino groups) probably differs from that of albumin. Because of the concordance between estimates for [Atot] obtained for normal horse plasma and solutions of purified horse serum protein, the following equation is suggested to estimate [Atot] for horse plasma with abnormal concentrations of albumin, globulin, or phosphate
[A<SUB>tot</SUB>](meq/l) = 2.25[albumin](g/dl) (20)
 + 1.40[globulin](g/dl) + 0.59[phosphate](mg/dl)
The titration curve of plasma protein over the physiological range of pH (6.6-7.8) is approximately linear (40, 47-51). This result has been attributed to the titration of dissociable imidazole and alpha -amino groups that possess different intrinsic pKa values (7). The simplified strong ion model (and Stewart's strong ion model) reduces the heterogeneous group of dissociable plasma buffers to a single imidazole group with a clearly identifiable pKa. This modeling assumption is consistent with the alphastat theory for acid-base regulation (32); however, the model appears to be inconsistent with experimental observation, in that over a wide range of pH this modeling assumption would produce a sigmoidal, rather than a linear, relationship between net protein charge and pH (7) (Fig. 3). However, close examination of the titration curves for albumin, globulin, and serum protein modeled as homogeneous buffers reveals that the net protein charge-pH relationship can be well approximated by a straight line over the pH range used in titration studies (Fig. 3). Moreover, the validation study indicates that the simplification is accurate for horse plasma over a physiological pH range of 7.2-7.6. It remains to be determined whether this simplification remains valid over a wider range of pH.
Fig. 3. Titration curves for horse albumin, globulin, and total protein modeled as a single imidazole group with a specific pKa (values determined by nonlinear regression using simplified strong ion model from values in Refs. 50 and 51). Superimposed on each modeled titration curve are individual data points (open circle ) for net protein charge-pH relationship determined in Refs. 50 and 51. Vertical lines represent range of pH used for titration. A-, conjugate base; HA, weak acid.
[View Larger Version of this Image (21K GIF file)]

Generalizability of simplified strong ion model. The approach used to develop the simplified strong ion model can be applied to any biological fluid consisting of strong ions, volatile buffer ions, and nonvolatile buffer ions, provided that the effects of complex ion interactions, oxidation-reduction reactions, and precipitation reactions in the fluid are quantitatively unimportant. If these criteria are not met, the simplified strong ion model should not be applied, because one of the model's assumptions (all quantitatively important chemical reactions are those of simple ions in solution) has been violated. The simplified strong ion model can therefore be adapted to describe acid-base equilibria in peritoneal, pleural, pericardial, interstitial, synovial, and cerebrospinal fluid, as well as in erythrocytes. The model should not be applied to urine, because precipitation reactions and complex ion interactions occur in this medium. Similar difficulties may occur when the model is applied to the intracellular environment.


FOOTNOTES

Address for reprint requests: P. D. Constable, Dept. of Veterinary Clinical Medicine, College of Veterinary Medicine, University of Illinois at Urbana-Champaign, 1008 West Hazelwood Dr., Urbana, IL 61801.

Received 19 December 1994; accepted in final form 14 February 1997.


APPENDIX A

An estimate for the value of [Atot] in milliequivalents per liter can be obtained by determining the molar concentration and attributing a valence to [HA] and [A-] for the four nonvolatile plasma buffers and then summing the resultant values for [HA] and [A-] when expressed in milliequivalents per liter. Accurate data are available for human and bovine albumin (47, 48), and the following estimate for [Atot] is calculated for a solution resembling human plasma that has no globulin.

For imidazole at pH 7.40, the ratio of [HA] to [A-] equals 0.2, inasmuch as Ka = 2 × 10-7 eq/l. For human albumin the value for [HA] in milliequivalents per liter can be calculated as
[HA]<SUB>imidazole</SUB> = (net valence of albumin, in eq/M) × (proportion of dissociable groups in albumin that are imidazole)
× (proportion of imidazole groups in [HA] state at pH 7.4) × (mol of albumin in solution, in mmol/l) (A1)

Human albumin contains 16 dissociable imidazole groups and 4 dissociable alpha -amino groups (47), with the fully dissociated groups producing a net valence of -26 eq (Table 3). Because the valence for HAimidazole = +1, the following equations can be derived for a solution containing 4.1 g/dl albumin (mol wt of human albumin = 69,000)
[HA]<SUB>imidazole</SUB> = (+1 − 26 eq/M) 
× (16/20) × (2.67/16) × 0.59 mmol/l = −1.97 meq/l (A2)
[A<SUP>−</SUP>]<SUB>imidazole</SUB> = (0 − 26 eq/M) 
× (16/20) × (13.33/16) × 0.59 mmol/l = −10.22 meq/l (A3)

For alpha -amino groups at pH 7.40, the ratio of [HA] to [A-] equals 2.0, inasmuch as Ka = 2 × 10-8 eq/l. Because the valence for [HA]alpha -amino = 0, the following equations can be derived for a solution containing 4.1 g/dl albumin
[HA]<SUB>&agr;-amino</SUB> = (0 − 26 eq/M) 
× (4/20) × (2.67/4) × 0.59 mmol/l = −2.05 meq/l (A4)
[A<SUP>−</SUP>]<SUB>&agr;-amino</SUB> = (−1 − 26 eq/M) 
× (4/20) × (1.33/4) × 0.59 mmol/l = −1.06 meq/l (A5)

For phosphate at pH 7.40, the ratio of [H2PO-4] to [HPO2-4] (where [H2PO-4] and [HPO2-4] are concentrations of H2PO-4 and HPO2-4) equals 0.2, inasmuch as Ka = 2 × 10-7 eq/l. For human plasma with a phosphate concentration of 4 mg/dl (1.29 mmol/l), the following equations can be calculated
[HA]<SUB>H<SUB>2</SUB>PO<SUP>−</SUP><SUB>4</SUB></SUB> = (−1 eq/M)
× (0.167/1) × 1.29 mmol/l = −0.22 meq/l (A6)
[A<SUP>−</SUP>]<SUB>HPO<SUP>−</SUP><SUB>4</SUB></SUB> = (−2 eq/M)
× (0.833/1) × 1.29 mmol/l = −2.15 meq/l (A7)

For citric acid at pH 7.40, the ratio of [R · COOH] to [R · COO-] equals 1.2, inasmuch as Ka = 7.9 × 10-7 eq/l. For human plasma with a citrate concentration of 0.6 mmol/l, the following equations can be calculated
[HA]<SUB>R ⋅ COO<SUP>−</SUP></SUB> = (0 eq/M) × (0.547/1) × 0.6 mmol/l = 0 meq/l (A8)
[A<SUP>−</SUP>]<SUB>R ⋅ COO<SUP>−</SUP></SUB> = (−1 eq/M) × (0.453/1) 
× 0.6 mmol/l = −0.28 meq/l (A9)

The value for [Atot] in milliequivalents per liter for an electrolyte solution containing human albumin can now be estimated
[A<SUB>tot</SUB>] = &Sgr;[HA]<SUB>i</SUB> + &Sgr;[A<SUP>−</SUP>]<SUB>i</SUB> 
≃ [(−1.97) + (−2.05) + (−0.22) + (0)] 
+ [(−10.22) + (−1.06) + (−2.15) + (−0.28)] ≃ −18.0 meq/l (A10)

where [HA]i and [A-]i are the ith value for [HA] and [A-].

The value derived for [Atot] in milliequivalents per liter is approximate, inasmuch as the number of dissociated groups in albumin is approximate (47, 48). A similar approach for a solution resembling bovine plasma (Table 3) (48), which has no globulin (assuming [albumin] = 3.2 g/dl; mol wt of albumin = 65,000; [phosphate] = 1.29 mmol/l) produces an estimate for [Atot] of 12.8 meq/l, which differs from that obtained for human albumin solution. This suggests that the value for [Atot] will vary among species.


APPENDIX B

Equation 12 can be rearranged to provide
([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])(<IT>a</IT><SUB>H<SUP>+</SUP></SUB> + <IT>K</IT><SUB>a</SUB>) = <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] (B1)
Which can be expanded to
[SID<SUP>+</SUP>]<IT>a</IT><SUB>H<SUP>+</SUP></SUB> + <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] 
− <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>a</IT><SUB>H<SUP>+</SUP></SUB>[HCO<SUP>−</SUP><SUB>3</SUB>] − <IT>K</IT><SUB>a</SUB>[HCO<SUP>−</SUP><SUB>3</SUB>] = 0 (B2)

Substituting for [HCO-3] from the overall equilibrium reaction for the Henderson-Hasselbalch equation (Eq. 1), such that [HCO-3] = K'1SCO2PCO2/aH+ provides
[SID<SUP>+</SUP>]<IT>a</IT><SUB>H<SUP>+</SUP></SUB> + <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>a</IT><SUB>H<SUP>+</SUP></SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>/<IT>a</IT><SUB>H<SUP>+</SUP></SUB>
− <IT>K</IT><SUB>a</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>/<IT>a</IT><SUB>H<SUP>+</SUP></SUB> = 0 (B3)

Multiplying both sides of Eq. B3 by [H+] (i.e., aH+) provides
[SID<SUP>+</SUP>](<IT>a</IT><SUB>H<SUP>+</SUP></SUB>)<SUP>2</SUP> + (<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>)(<IT>a</IT><SUB>H<SUP>+</SUP></SUB>)
− <IT>K</IT><SUB>a</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> = 0 (B4)

The general solution of the quadratic equation ax2 + bx + c = 0 is x = (-b ± <RAD><RCD><IT>b</IT><SUP>2</SUP> − 4<IT>ac</IT></RCD></RAD>)/2a. The solution for Eq. B4 is therefore
<IT>a</IT><SUB>H<SUP>+</SUP></SUB> = <FR><NU><AR><R><C>−(<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT> <SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>) </C></R><R><C> ± <RAD><RCD><AR><R><C>(<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>)<SUP>2</SUP> </C></R><R><C> + 4[SID<SUP>+</SUP>]<IT>K</IT><SUB>a</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB></C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2[SID<SUP>+</SUP>]</DE></FR> (B5)
Expansion and rearrangement provides
<IT>a</IT><SUB>H<SUP>+</SUP></SUB> = <FR><NU><AR><R><C><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> ± <RAD><RCD><AR><R><C>(<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>])<SUP>2</SUP> − 2<IT>K</IT><SUP>2</SUP><SUB>a</SUB>[SID<SUP>+</SUP>][A<SUB>tot</SUB>] + (<IT>K</IT><SUB>a</SUB>[<IT>A</IT><SUB>tot</SUB>])<SUP>2</SUP> </C></R><R><C> + (<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>)<SUP>2</SUP> + 2[SID<SUP>+</SUP>]<IT>K</IT><SUB>a</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> </C></R><R><C> + 2[A<SUB>tot</SUB>]<IT>K</IT><SUB>a</SUB><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB></C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2[SID<SUP>+</SUP>]</DE></FR> (B6)
which is equivalent to
<IT>a</IT><SUB>H<SUP>+</SUP></SUB> = <FR><NU><AR><R><C><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> ± <RAD><RCD><AR><R><C><AR><R><C>(<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>])<SUP>2</SUP> + 2<IT>K</IT><SUP>2</SUP><SUB>a</SUB>[SID<SUP>+</SUP>][A<SUB>tot</SUB>] + (<IT>K</IT><SUB>a</SUB>[<IT>A</IT><SUB>tot</SUB>])<SUP>2</SUP></C></R><R><C>+ (<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB>)<SUP>2</SUP> + 2<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>]<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB></C></R><R><C>+ 2<IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>]<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> − 4<IT>K</IT><SUP>2</SUP><SUB>a</SUB>[SID<SUP>+</SUP>][A<SUB>tot</SUB>]</C></R></AR>
</C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2[SID<SUP>+</SUP>]</DE></FR> (B7)
which can be further simplified to
<IT>a</IT><SUB>H<SUP>+</SUP></SUB> = <FR><NU><AR><R><C><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> ± <RAD><RCD><AR><R><C>(<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>])<SUP>2</SUP> </C></R><R><C> − 4<IT>K</IT><SUP>2</SUP><SUB>a</SUB>[SID<SUP>+</SUP>][A<SUB>tot</SUB>]</C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2[SID<SUP>+</SUP>]</DE></FR> (B8)
Taking the logarithm of the reciprocal of both sides of Eq. B8 produces only one real solution
pH = log <FR><NU>2[SID<SUP>+</SUP>]</NU><DE><AR><R><C><IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> + <RAD><RCD><AR><R><C>(<IT>K</IT>′<SUB>1</SUB>S<SUB>CO<SUB>2</SUB></SUB>P<SC>co</SC><SUB>2</SUB> + <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] </C></R><R><C> + <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>]</C></R></AR>
</RCD></RAD></C></R></AR></DE></FR>)<SUP>2</SUP> − 4<IT>K</IT> <SUP>2</SUP><SUB>a</SUB>[SID<SUP>+</SUP>][A<SUB>tot</SUB>] (B9)


APPENDIX C

Stewart developed the following equation relating [H+] to 3 independent variables (PCO2, [SID+], [Atot]) and 4 "constants" (Ka, K'w, K3, and Kc), where Kc = K'1 × SCO2
[H<SUP>+</SUP>]<SUP>4</SUP> + ([SID<SUP>+</SUP>] + <IT>K</IT><SUB>a</SUB>)[H<SUP>+</SUP>]<SUP>3</SUP> + (<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] 
− <IT>K</IT>′<SUB>w</SUB> − <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>)[H<SUP>+</SUP>]<SUP>2</SUP> − [<IT>K</IT><SUB>a</SUB>(<IT>K</IT>′<SUB>w</SUB> + <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>)
− <IT>K</IT><SUB>3</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>][H<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB> = 0 (C1)

Simplification of Eq. C1 for mammalian plasma at 37°C requires recognition that the equation can be rewritten as
[H<SUP>+</SUP>]<SUP>4</SUP> + <IT>w</IT>[H<SUP>+</SUP>]<SUP>3</SUP> + <IT>x</IT>[H<SUP>+</SUP>]<SUP>2</SUP> + <IT>y</IT>[H<SUP>+</SUP>] + <IT>z</IT> = 0 (C2)
and that using appropriate units, the approximate values of [SID+] and [Atot] are 4 × 10-2 and 2 × 10-2 eq/l, respectively, PCO2 is ~4 × 101 Torr, [H+] is 40 × 10-9 eq/l, Ka is on the order of 2 × 10-7 eq/l, Kc and K3 are ~2.5 × 10-11 eq · l-1 · Torr-1 and 6.0 × 10-11 eq/l, respectively, and K'w is 4.4 × 10-14 eq2/l2. On this basis
<IT>w</IT> = [SID<SUP>+</SUP>] + <IT>K</IT><SUB>a</SUB> = [SID<SUP>+</SUP>], since 2 × 10<SUP>−7</SUP> &Ltv; 4 × 10<SUP>−2</SUP>
<IT>x</IT> = <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT>′<SUB>w</SUB> − <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>
= <IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>] − <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>
since 4.4 × 10<SUP>−14</SUP> &Ltv; (2 × 10<SUP>−7</SUP> × 4 × 10<SUP>−2</SUP> 
− 2 × 10<SUP>−7</SUP> × 2 × 10<SUP>−2</SUP> − 2.5 × 10<SUP>−11</SUP> × 4 × 10<SUP>1</SUP>)
<IT>y</IT> = −[<IT>K</IT><SUB>a</SUB>(<IT>K</IT>′<SUB>w</SUB> + <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>) − <IT>K</IT><SUB>3</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>]
= −<IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB> − <IT>K</IT><SUB>3</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>,
since 4.4 × 10<SUP>−14</SUP> &Ltv; 2.5 × 10<SUP>−11</SUP> × 4 × 10<SUP>1</SUP> 
= − <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>(<IT>K</IT><SUB>a</SUB> + <IT>K</IT><SUB>3</SUB>)
= −<IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>, since 6.0 × 10<SUP>−11</SUP> &Ltv; 2 × 10<SUP>−7</SUP>
<IT>z</IT> = −<IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>
Substituting the above into Eq. C2 provides
[H<SUP>+</SUP>]<SUP>4</SUP> + [SID<SUP>+</SUP>][H<SUP>+</SUP>]<SUP>3</SUP> + (<IT>K</IT><SUB>a</SUB>[SID<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB>[A<SUB>tot</SUB>]
− <IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>)[H<SUP>+</SUP>]<SUP>2</SUP> − <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB>[H<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB><IT>K</IT><SUB>c</SUB>P<SC>co</SC><SUB>2</SUB> = 0 (C3)

Substituting for PCO2 from Eq. 1 provides
[H<SUP>+</SUP>]<SUP>4</SUP> + ([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])[H<SUP>+</SUP>]<SUP>3</SUP> + <IT>K</IT><SUB>a</SUB>([SID<SUP>+</SUP>] − [A<SUB>tot</SUB>] 
− [HCO<SUP>−</SUP><SUB>3</SUB>])[H<SUP>+</SUP>]<SUP>2</SUP> − <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB>[HCO<SUP>−</SUP><SUB>3</SUB>][H<SUP>+</SUP>] = 0 (C4)

which simplifies to
[H<SUP>+</SUP>]<SUP>3</SUP> + ([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])[H<SUP>+</SUP>]<SUP>2</SUP> + <IT>K</IT><SUB>a</SUB>([SID<SUP>+</SUP>] − [A<SUB>tot</SUB>] 
− [HCO<SUP>−</SUP><SUB>3</SUB>])[H<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB>[HCO<SUP>−</SUP><SUB>3</SUB>] = 0 (C5)

Simplification of Eq. C5 for physiological plasma requires recognition that Eq. C5 can be rewritten as
[H<SUP>+</SUP>]<SUP>3</SUP> + <IT>a</IT>[H<SUP>+</SUP>]<SUP>2</SUP> + <IT>b</IT>[H<SUP>+</SUP>] + <IT>c</IT> = 0 (C6)
The approximate values of each term in Eq. C6 can now be calculated, given that [HCO-3] = 2.5 × 10-2 eq/l, [CO2-3] = 3.8 × 10-5 eq/l, and [OH-] = 1.1 × 10-6 eq/l (calculated from above)
[H<SUP>+</SUP>]<SUP>3</SUP> = [40 × 10<SUP>−9</SUP>]<SUP>3</SUP> = 6.4 × 10<SUP>−23</SUP>
<IT>a</IT>[H<SUP>+</SUP>]<SUP>2</SUP> = 1.5 × 10<SUP>−2</SUP> × [40 × 10<SUP>−9</SUP>]<SUP>2</SUP> = 2.4 × 10<SUP>−17</SUP>
<IT>b</IT>[H<SUP>+</SUP>] = 2 × 10<SUP>−7</SUP>([SID<SUP>+</SUP>] − [A<SUB>tot</SUB>] − [HCO<SUP>−</SUP><SUB>3</SUB>])(40 × 10<SUP>−9</SUP>)
= (8 × 10<SUP>−15</SUP>)([SID<SUP>+</SUP>] − [A<SUB>tot</SUB>] − [HCO<SUP>−</SUP><SUB>3</SUB>])
= (8 × 10<SUP>−15</SUP>)([CO<SUP>2−</SUP><SUB>3</SUB>] + [OH<SUP>−</SUP>] − [H<SUP>+</SUP>])
= (8 × 10<SUP>−15</SUP>)(3.8 × 10<SUP>−5</SUP> + 1.1 × 10<SUP>−6</SUP> − 4 × 10<SUP>−8</SUP>) 
= 3.1 × 10<SUP>−19</SUP>
<IT>c</IT> = 2 × 10<SUP>−7</SUP> × 6 × 10<SUP>−11</SUP> × 2.5 × 10<SUP>−2</SUP> = 3.0 × 10<SUP>−19</SUP>
The [H+]3 term can therefore be ignored, and Eq. C6 can be simplified to
([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])[H<SUP>+</SUP>]<SUP>2</SUP> − <IT>K</IT><SUB>a</SUB>([A<SUB>tot</SUB>] 
+ [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>])[H<SUP>+</SUP>] − <IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB>[HCO<SUP>−</SUP><SUB>3</SUB>] = 0 (C7)

The general solution of the quadratic equation ax2 + bx + c = 0 is x = (-b ± <RAD><RCD><IT>b</IT><SUP>2</SUP> − 4<IT>ac</IT></RCD></RAD>)/2a. The solution for Eq. C7 is therefore
[H<SUP>+</SUP>] = <FR><NU><AR><R><C><IT>K</IT><SUB>a</SUB>([A<SUB>tot</SUB>] + [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>]) </C></R><R><C> ± <RAD><RCD><AR><R><C><IT>K</IT><SUP>2</SUP><SUB>a</SUB>([A<SUB>tot</SUB>] + [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>])<SUP>2</SUP> </C></R><R><C> + 4<IT>K</IT><SUB>a</SUB><IT>K</IT><SUB>3</SUB>[HCO<SUP>−</SUP><SUB>3</SUB>]([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])</C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])</DE></FR> (C8)
which is equivalent to
[H<SUP>+</SUP>] 
= <FR><NU><AR><R><C><IT>K</IT><SUB>a</SUB>([A<SUB>tot</SUB>] + [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>]) </C></R><R><C> ± <IT>K</IT><SUB>a</SUB> <RAD><RCD><AR><R><C>[A<SUB>tot</SUB>]<SUP>2</SUP> + 2[A<SUB>tot</SUB>][HCO<SUP>−</SUP><SUB>3</SUB>] − 2[A<SUB>tot</SUB>][SID<SUP>+</SUP>] </C></R><R><C> + [SID<SUP>+</SUP>]<SUP>2</SUP> + (1 − 4<IT>K</IT><SUB>3</SUB>/<IT>K</IT><SUB>a</SUB>) [HCO<SUP>−</SUP><SUB>3</SUB>]<SUP>2</SUP></C></R><R><C>− 2(1 − 2<IT>K</IT><SUB>3</SUB>/<IT>K</IT><SUB>a</SUB>)[HCO<SUP>−</SUP><SUB>3</SUB>][SID<SUP>+</SUP>]</C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])</DE></FR> (C9)

This can be simplified to
[H<SUP>+</SUP>] 
= <FR><NU><AR><R><C><IT>K</IT><SUB>a</SUB>([A<SUB>tot</SUB>] + [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>]) </C></R><R><C> ± <IT>K</IT><SUB>a</SUB> <RAD><RCD><AR><R><C>[A<SUB>tot</SUB>]<SUP>2</SUP> + 2[A<SUB>tot</SUB>][HCO<SUP>−</SUP><SUB>3</SUB>] − 2[A<SUB>tot</SUB>][SID<SUP>+</SUP>] </C></R><R><C> + [SID<SUP>+</SUP>]<SUP>2</SUP> + [HCO<SUP>−</SUP><SUB>3</SUB>]<SUP>2</SUP> − 2[HCO<SUP>−</SUP><SUB>3</SUB>][SID<SUP>+</SUP>]</C></R></AR>
</RCD></RAD></C></R></AR></NU><DE>2([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])</DE></FR> (C10)

on the basis that
(1 − 4<IT>K</IT><SUB>3</SUB>/<IT>K</IT><SUB>a</SUB>)[HCO<SUP>−</SUP><SUB>3</SUB>]<SUP>2</SUP> = (1 − 4 × 6 × 10<SUP>−11</SUP>/2 × 10<SUP>−7</SUP>)[HCO<SUP>−</SUP><SUB>3</SUB>]<SUP>2</SUP>
= (1 − 1.3 × 10<SUP>−3</SUP>)[HCO<SUP>−</SUP><SUB>3</SUB>]<SUP>2</SUP>
≃ [HCO<SUP>−</SUP><SUB>3</SUB>]<SUP>2</SUP>
and that
(1 − 2<IT>K</IT><SUB>3</SUB>/<IT>K</IT><SUB>a</SUB>)[HCO<SUP>−</SUP><SUB>3</SUB>][SID<SUP>+</SUP>] = (1 − 2 × 6 × 10<SUP>−11</SUP>/2 × 10<SUP>−7</SUP>)
× [HCO<SUP>−</SUP><SUB>3</SUB>][SID<SUP>+</SUP>]
= (1 − 6 × 10<SUP>−4</SUP>)[HCO<SUP>−</SUP><SUB>3</SUB>][SID<SUP>+</SUP>]
≃ [HCO<SUP>−</SUP><SUB>3</SUB>][SID<SUP>+</SUP>]
Equation C10 can be expressed as
[H<SUP>+</SUP>] = <FR><NU><AR><R><C><IT>K</IT><SUB>a</SUB>([A<SUB>tot</SUB>] + [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>]) </C></R><R><C> ± <IT>K</IT><SUB>a</SUB><RAD><RCD>([A<SUB>tot</SUB>] + [HCO<SUP>−</SUP><SUB>3</SUB>] − [SID<SUP>+</SUP>])<SUP>2</SUP></RCD></RAD></C></R></AR></NU><DE>2([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])</DE></FR> (C11)
The only real solution of Eq. C11 is
[H<SUP>+</SUP>] = <FR><NU>2<IT>K</IT><SUB>a</SUB>([A<SUB>tot</SUB>] − [SID<SUP>+</SUP>] + [HCO<SUP>−</SUP><SUB>3</SUB>])</NU><DE>2([SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>])</DE></FR> (C12)
which simplifies to
[H<SUP>+</SUP>] = <IT>K</IT><SUB>a</SUB> <FENCE><FR><NU>[A<SUB>tot</SUB>]</NU><DE>[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>]</DE></FR> − 1</FENCE> (C13)
Taking the logarithm of the reciprocal of both sides of Eq. C13 produces
pH = p<IT>K</IT><SUB>a</SUB> − log <FENCE><FR><NU>[A<SUB>tot</SUB>]</NU><DE>[SID<SUP>+</SUP>] − [HCO<SUP>−</SUP><SUB>3</SUB>]</DE></FR> − 1</FENCE> (C14)
which is similar to Eq. 14 developed from the simplified strong ion model, assuming that Stewart's parameter [H+] approximates the H+ activity.


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