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Human Performance Laboratory, Faculty of Kinesiology, The University of Calgary, Calgary, Alberta, Canada T2N 1N4
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ABSTRACT |
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The sliding filament and cross-bridge theories of muscle contraction provide discrete predictions of the tetanic force-length relationship of skeletal muscle that have been tested experimentally. The active force generated by a maximally activated single fiber (with sarcomere length control) is maximal when the filament overlap is optimized and is proportionally decreased when overlap is diminished. The force-length relationship is a static property of skeletal muscle and, therefore, it does not predict the consequences of dynamic contractions. Changes in sarcomere length during muscle contraction result in modulation of the active force that is not necessarily predicted by the cross-bridge theory. The results of in vivo studies of the force-length relationship suggest that muscles that operate on the ascending limb of the force-length relationship typically function in stretch-shortening cycle contractions, and muscles that operate on the descending limb typically function in shorten-stretch cycle contractions. The joint moments produced by a muscle depend on the moment arm and the sarcomere length of the muscle. Moment arm magnitude also affects the excursion (length change) of a muscle for a given change in joint angle, and the number of sarcomeres arranged in series within a muscle fiber determines the sarcomere length change associated with a given excursion.
force-length relationship; sarcomere length; isometric contraction; sliding filament theory; cross-bridge theory; moment-angle relationship; force-calcium relationship
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INTRODUCTION |
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THE FACT THAT PASSIVE FORCE, peak single-twitch force, and peak tetanic isometric force depend on muscle length has been well described over 100 years ago by Blix in a series of three scientific papers (6-8). Blix performed experiments on frog striated muscles and found for the adductors of the thigh and the gastrocnemius that isometric force increased with increasing lengths, reached a plateau, and then decreased. Based on these correct observations and the available structural information, Blix (8) proposed a mechanism of force production and shortening that was based on the shortening of longitudinally arranged "protein filaments" (Protoplasmastäbchen or Inotagmen).
The length dependence of skeletal muscle force production may be conveniently divided into two broad categories: maximal and submaximal contractions. For maximal contractions, the length dependence of force is typically referred to as the force-length relationship. Force-length relationships are obtained during isometric contractions; i.e., either the total muscle length, the fiber length, or the sarcomere length (depending on the preparation) is kept constant during the experiment. With few exceptions (28), the force values in force-length experiments are the maximal steady-state forces that are reached during isometric contractions. Submaximal contractions are all contractions for which maximal activation is not achieved. For submaximal contractions, we will not use the term "force-length relationship" but will talk about the length dependence of force production.
This review is divided into four parts. In the first part, the theoretical background for the force-length relationship is given based on the cross-bridge theory. In the second and third parts, the force-length relationship and the length dependence of force production are discussed for single-fiber and for entire muscle preparations, respectively. In the fourth part, some functional implications of the force-length property for in vivo force and moment production are described.
Throughout the review, length dependence of force production refers to active force production, except when specifically indicated. Active force is defined as the rise in force observed on activation of a muscle and is associated with cross-bridge interactions between myosin and actin. This restriction to active force production should not be interpreted as a value judgment on the importance of active vs. passive muscular forces. It merely reflects the interest of the authors in active rather than passive muscle properties.
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PART 1: THEORETICAL BACKGROUND OF THE FORCE-LENGTH RELATIONSHIP |
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The force-length relationship of sarcomeres may be explained, to a
large degree, by the sliding filament (41, 44) and the cross-bridge
theories (40, 43). The sliding filament theory assumes that length
changes in sarcomeres, fibers, and muscles are accomplished by relative
sliding of the essentially inextensible myofilaments, actin and myosin,
within a sarcomere (Fig. 1). [Recent evidence suggests that actin and, possibly, the myosin filaments are
not as inextensible as originally assumed (27, 37, 46, 52, 84);
however, myofilament compliance may safely be ignored in the following
considerations]. The cross-bridge theory suggests that the
relative sliding of actin and myosin is caused by independent force
generators; i.e., the cross bridges. Of particular importance for the
derivation of the sarcomere force-length relationship are the following
assumptions underlying the cross-bridge theory.
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1) The cross bridges are uniformly distributed along the length of the myosin filament.
2) The actin filament has uniformly distributed attachment sites for the cross bridges.
3) The attachment/detachment probability of a cross bridge only depends on its location relative to an actin attachment site and is independent of its prior history or its neighboring cross bridges (40).
4) Each cross bridge exerts, on average, the same amount of force as any other cross bridge.
Cross bridges are small and have a limited attachment range. Therefore,
cross-bridge attachments only occur in the actin-myosin overlap zone of
a sarcomere (Fig. 1). Together with the assumptions underlying the
cross-bridge theory, this limitation implies that the maximal isometric
force of a sarcomere is linearly related to the amount of actin-myosin
overlap (Fig. 2). In frog striated muscle,
actin and myosin lengths are ~0.95 and 1.6 µm, respectively; the
Z-line width (Figs. 1 and 2) is ~0.1
µm, and the central part of the myosin filament (~0.2 µm) does
not contain cross bridges (45, 85). With these geometrical assumptions,
it is obvious that maximal overlap between actin and myosin occurs at a
sarcomere length of ~2.0 µm [i.e., twice the actin length
(1.9 µm) plus the Z-line width (0.1 µm)]; therefore, sarcomere force should be maximal at a
sarcomere length of 2.0 µm. A reduction in actin-myosin overlap
caused by extension of the sarcomere by 0.2 µm does not decrease the
force potential, because the midzone of the myosin filament does not
contain cross bridges. Extending the sarcomere beyond 2.2 µm is
associated with a linear decrease in the number of potential
actin-myosin interactions, and active force production should become
zero at a sarcomere length of ~3.6 µm (Fig. 2) [twice the
thin filament length (1.9 µm) + the thick filament length (1.6 µm) + the width of the Z line (0.1 µm)], where no overlap of the myofilaments occurs.
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The cross-bridge theory predicts well the results of the experimental sarcomere force-length relationship for the plateau region (2.0-2.2 µm) and the descending limb (2.2-3.6 µm). On the ascending limb of the force-length relationship (i.e., sarcomere lengths <2.0 µm), active isometric sarcomere force decreases with decreasing length (Fig. 2). There are two conceptual possibilities why force decreases in this region of the force-length relationship: 1) active force production may be reduced and/or 2) internal forces may oppose the active forces. Active force production may be reduced because of an increasing lateral distance between the actin and myosin filaments at short length effecting reduced probability of cross-bridge interaction (26). Interference of cross-bridge interaction may occur with double overlap of the thin filaments (28). Also, below sarcomere length of 1.7 µm, proper cross-bridge attachments may be limited by deformation of the myosin filament.
Internal forces that may oppose active forces include forces associated with deforming actin and myosin filaments. Particularly myosin deformation, which occurs when the Z lines of the sarcomere push against the ends of the myosin filament at a sarcomere length of ~1.7 µm, appears to cause a decrease in force (28) (Fig. 2). Furthermore, when frog sarcomeres are shortened below optimal length and are not constrained, they tend to extend to ~2.1 µm (72). The magnitude of this restoring force is not known, but it presumably would subtract from the active force. It has been suggested that the restoring force is minimal in the sarcomere length range from 1.65 to 2.0 µm, since maximal velocity of fiber shortening is not affected (48). Last, fluid and osmotic pressures may be elevated in shortened muscle fibers and may contribute to oppose the active sarcomere forces, as suggested by Sato (77) and Gordon et al. (28).
The above theoretical relationship between sarcomere length and force
was derived for myofilament lengths found in frog striated muscles.
Actin filament lengths vary appreciably across species (33, 85), and
this variation should influence the shape of the sarcomere force-length
relationship. For example, the theoretical plateau region and
descending limb of cat and human skeletal muscles are shifted to the
right of that for frog (Fig. 3). The shift corresponds to twice the difference in actin filament lengths between
the species. Human and frog actin filament lengths are ~1.27 and 0.95 µm, respectively; therefore, the shift in the theoretical plateau and
descending limb region for human and frog muscles is ~2 × (1.27
0.95) = 0.64 µm. The ascending limb region for human and cat
sarcomeres has not been determined and cannot be derived without
further assumptions. Sarcomere force-length relationships of mammalian
skeletal muscle are rare; however, an excellent relationship was
derived experimentally by ter Keurs et al. (83) for the rat extensor
digitorum muscle.
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The force-length property of muscle is a static property; static in the
sense that one experimental trial gives one data point. This basic fact
is often neglected in theoretical models of muscle, presumably because
the force-length relationship is typically represented with continuous
lines (e.g., Fig. 2) rather than by isolated data points (Fig.
4) (Fig. 2; Ref. 28), and
mathematical descriptions of the force-length relationship are given as
continuous functions (89), implying that the relationship is continuous in time and length. However, this implication is not correct.
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Considering the force-length relationship as a continuous, dynamic
property has led to the notion of instability in sarcomere length on
the descending limb of the force-length curve. The negative slope of
the descending limb represents the behavior of a softening material, an
unstable behavior. However, the notion of instability may be incorrect,
because a fiber that shortens or elongates shows a positive stiffness.
For example, Edman et al. (14) showed that a fiber that is stretched on
the descending limb of the force-length relationship will become
stronger as it is stretched, rather than weaker, as one should expect
based on the force-length relationship (Fig.
5). However, and even more importantly,
Edman et al. (14, 15) showed that the force enhancement observed during
the stretch did not disappear, but some of the force enhancement was
maintained for a long time (4.2 s). This additional force following the
stretch did not only cause a force enhancement relative to the
isometric force at the stretched length but also produced an isometric, steady-state force following the stretch that was larger than the
isometric force preceding the stretch. This latter result, if
transferable to the sarcomere level, would ensure unconditional stability of sarcomere length on the descending limb of the
force-length relationship (1, 21, 22).
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PART 2: SINGLE-FIBER EXPERIMENTS |
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To test predictions of the cross-bridge theory associated with the force-length relationship, strict criteria must be adhered to: the sarcomere length must be isometric, and activation of the muscle must be maximal. When muscle contracts under conditions that do not comply with these conditions, muscle length still has an effect on the magnitude of the contractile response, but the predictions of the cross-bridge theory will not necessarily be confirmed. In this section, the force-length properties of single skeletal muscle fibers are described, and the length dependence of the contractile response is considered when these strict criteria (isometric sarcomeres and maximal activation) are not present.
Force-length relationship. To ensure isometric conditions of sarcomeres while the muscle fiber force-length properties are studied, feedback control of sarcomere length is necessary. This can be approximated by control of a segment of the fiber length. Gordon et al. (28) used segment length control in their classic study of the force-length properties of isolated fibers of frog skeletal muscle. These authors used a spot follower device and servo control to maintain a constant distance between two markers on a short segment of the muscle fiber. Even with segment length control, there is some uncertainty that sarcomere length remains constant throughout the tetanic contraction. Redistribution of sarcomere length was thought to occur after the rapid rise of tension, and this redistribution of sarcomere length was coincident with a slow rise in tension referred to as tension creep.
Gordon et al. (28) were the first to describe the force-length properties of skeletal muscle sarcomeres. They reported that peak active tension during the rapid rise of tension was constant across a sarcomere length range from 2.0 to 2.2 µm. At progressively longer sarcomere lengths, active tension decreased linearly, reaching zero at 3.6 µm (Fig. 2). This segment of the force-length relationship is referred to as the descending limb. When sarcomere length was <2.0 µm, developed tension was less than the peak value, decreasing linearly to a sarcomere length of ~1.7 µm and decreasing more steeply at even shorter sarcomere lengths (ascending limb). These observations are consistent with predictions based on the cross-bridge and sliding filament theories of muscle contraction.
Edman and Reggiani (17) observed a force-length relationship that was slightly different from that reported by Gordon et al. (28). They observed a sigmoidal decline in developed tension on the descending limb of the force-length relationship and suggested that this sigmoidal rather than linear decrease in force was consistent with small sarcomere length nonuniformities within the length-controlled segment. They argued that such a distribution of sarcomere lengths might diminish the magnitude (width) of the plateau region of the force-length relationship and may permit some force development in the fiber at a mean sarcomere length that is >3.6 µm.
Although there are minor discrepancies in the results of studies that have used a segment length-control approach, the general findings are the same and they support the cross-bridge theory of muscle contraction (16, 17, 29, 31, 47).
Fixed-end muscle contractions. In
circumstances where sarcomere or segment length-control is not used,
the term "fixed-end contraction" is appropriate. In this type of
experiment, "isometric" refers to the muscle (fiber) tendon unit,
since only the distance between the fixed ends remains constant. In
addition to changes in sarcomere length during the slow change in
developed tension (creep), there can be rapid adjustments of sarcomere
length due to stretching of compliant structures in series with the
fiber. Under these circumstances, there is still a length dependence of
developed tension. Some investigators have reported a shape of the
apparent force-length relationship quite similar to the force-length
relationship described above (48, 82). However, others have reported
differences in the shape of the length-dependance of force in fixed-end
contractions, compared with the shape found with length-controlled
contractions. The plateau of the relationship is more curved and
extends to longer sarcomere lengths in fixed-end experiments than in
length-controlled experiments. This extended plateau results in greater
forces at any given average sarcomere length on the descending limb
than those obtained by using length-controlled experiments (31, 82),
giving a length dependence of active force that is situated to the
right, relative to the length-controlled force-length relationship
(Fig. 6). The difference in the descending limb between theoretical and experimental studies has been a focus of
criticism of the sliding filament theory by Pollack (68-70) and
ter Keurs et al. (82). However, it is recognized that nonuniform sarcomere lengths may account for this difference and it is not appropriate to discard the cross-bridge theory based on the results of
experiments with fixed-end contractions.
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Hill (38) was the first to propose that, when a muscle is stimulated to contract at a long length, redistribution of segment lengths occurs, and he suggested that this redistribution was responsible for the slow phase of rise in force tension (creep) during a tetanic contraction. This idea was advanced by Gordon et al. (28, 29), who proposed more specifically that tension creep was caused by a redistribution of sarcomere lengths during a tetanus, and that this redistribution would cause an increase in sarcomere length nonuniformity. In a series of experiments, Edman and Reggiani (16, 17) provided evidence that sarcomere length is not generally uniform along the length of an isolated muscle fiber, neither at rest nor during activation. At rest, in highly stretched fibers, sarcomere lengths are shorter near the ends compared with the middle of fibers (9, 42, 49). During contraction at long lengths, sarcomeres situated near the ends of the fibers were found to shorten, whereas sarcomeres in central parts of the fiber were found to be stretched (16, 17). The important question is, How can nonuniformity of sarcomere length permit greater force development on the descending limb?
Assuming that each sarcomere follows a force-length relationship according to the cross-bridge theory and that sarcomere lengths are nonuniform, then long sarcomeres will be weaker than short sarcomeres on the descending limb of the force-length relationship. Therefore, on activation, long (weak) sarcomeres should lengthen, and short sarcomeres should shorten. Because the ends of the fiber are fixed, the average velocity of sarcomere length change must be zero. Considering the simplest case (2 sarcomeres in series), the velocity of lengthening of one sarcomere will be equal to the velocity of shortening of the other one, and the force transmitted across the sarcomeres will be equal. Considering that the slope of the eccentric side of the force-velocity relationship is steeper than that of the concentric side means that the force transmitted across these two sarcomeres in series will be much closer to the isometric force of the shorter (stronger, shortening) sarcomere, than to the force for the "average" isometric sarcomere length (63, 64). Therefore, the force at any average sarcomere length beyond the sarcomere length of optimal overlap of the myofilaments will be greater for fixed-end contractions than the force predicted by cross-bridge theory, for that (average) sarcomere length.
This explanation of the enhanced force on the descending limb of the length-tension relationship of skeletal muscle requires that individual sarcomeres will continue to change length, resulting in increased inhomogeneity (16) and increased isometric tension during a tetanic contraction. This increasing tension is thought to be the tension creep that has commonly been observed. It has been predicted that when individual sarcomeres shorten to a length less than the optimum (to the ascending limb of the force-length relationship), they will eventually reach a length where the isometric force of the sarcomere is equal to the force transmitted across the sarcomeres, and shortening will stop (64).
Another potential explanation for the enhanced isometric force on the descending limb exists. It is known that stretch of a muscle fiber results in a permanent enhancement of active force above that predicted for an isometric contraction at the new length (14, 15) and that shortening has the opposite effect (13). This effect of stretch has been referred to as stretch-induced force enhancement (14, 15). Although these force modulations may also be attributed to inhomogeneity of sarcomere lengths (18, 47, 62), these modulations could be a property of individual sarcomeres.
Submaximal contractions. The shape of the force-length relationship and the length-dependence of force development in fixed-end contractions, as described above, was determined in single muscle fibers that were maximally activated (tetanic contractions). When the stimulation is at a subfusion frequency, activation is submaximal, and the shape of the length-dependence of force development is not the same as for maximal contractions (3, 71). In particular, during submaximal levels of stimulation, peak active tension occurs at a length longer than the length associated with maximal overlap of the myofilaments (79).
During submaximal contractions, greater force is obtained when the number of available cross bridges is reduced by an increase in muscle length. This property of muscle appears to be associated with enhanced activation at long muscle lengths and has been referred to as length-dependent activation (16, 53, 78). The term "activation" has been used in many different ways in the skeletal muscle literature, for example, to indicate the relative frequency of stimulation or frequency of membrane action potentials of a muscle or motor nerve (5); to reflect the intracellular levels of free Ca2+ (4); or to reflect the proportion of troponin C with Ca2+ bound (2), among others. In general, this term is used to indicate a change of state from inactive to active and is often coupled with an implication of relative amplitude ("level of activation"). For this reason, the term "muscle activation" is defined here as the proportion of troponin C with Ca2+ bound.
The isometric developed tension in a submaximally activated, single skinned skeletal muscle fiber is determined by the following: average overlap of the myofilaments, free Ca2+ concentration, and the force-Ca2+ relationship (Fig. 7). Factors affecting Ca2+-binding kinetics alter the proportion of troponin C that is occupied by Ca2+ at a given free Ca2+ concentration. In an intact cell, the frequency and magnitude of Ca2+ oscillations (10) will affect the extent of Ca2+ binding to troponin C. Therefore, the level of activation depends on the time history of Ca2+ transients. However, the kinetics of Ca2+ binding to troponin C and of cross-bridge interaction have a damping effect on the relationship between intracellular Ca2+ concentration and active force, since oscillations in force at a given frequency of stimulation are smaller than oscillations in free Ca2+ concentration. The force developed at a given average free Ca2+ concentration and a given magnitude of myofilament overlap depends on the proportion of Ca2+ binding sites that are occupied and on the kinetics of cross-bridge interaction. The kinetics of cross-bridge interaction can be considered, in the simplest case, to be governed by two rate constants (f and g; the rates of attachment and detachment of cross bridges, respectively). For the case in which there is a large constant number of identical attachment possibilities [i.e., cross bridges with identical x-values (40) at each instant in time], the proportion of attached cross bridges (n) will be a function of time exclusively; i.e.
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Studies using skinned fiber preparations have shown that when free Ca2+ concentration is submaximal there is more relative active force developed at long than at short sarcomere lengths. This result implies that there is a leftward shift in the force-Ca2+ relationship when the muscle is stretched to lengths beyond optimum (19, 20, 59, 61, 80). This property of skeletal muscle is illustrated in Fig. 7. The force-Ca2+ relationship has been used as an indicator of Ca2+ sensitivity (59, 79). A leftward shift of the force-Ca2+ relationship represents increased sensitivity, and a rightward shift represents decreased sensitivity. At long sarcomere lengths, the Ca2+ sensitivity is increased, but activation is not affected. Therefore, the increased Ca2+ sensitivity at long sarcomere lengths is likely caused by changes in cross-bridge kinetics. It is believed that changes in intermyofilament spacing, as a consequence of changes in muscle length, may be responsible for these altered cross-bridge kinetics and, therefore, length-dependent changes in Ca2+ sensitivity (24, 25, 65, 67, 87).
It has been shown that intermyofilament spacing decreases as skeletal muscle is stretched (60, 74, 75). Using skinned fibers of rabbit soleus, Godt and Maughan (26) confirmed that compression of the myofilament lattice at short sarcomere length with high-molecular-weight dextran resulted in enhanced Ca2+ sensitivity (leftward shift in the force-Ca2+ relationship). These results have been confirmed by other investigators (12, 81, 87). Because compression of the lattice can enhance Ca2+ sensitivity, and the myofilament lattice is compressed at long lengths, it is reasonable to assume that lattice compression is responsible for the length-dependent increase in Ca2+ sensitivity.
The specific conditions within the myofilament space that affect length dependence of Ca2+ sensitivity are unknown. One explanation that has been offered is that proximity of the myofilaments enhances the probability of cross-bridge interaction (26). This enhanced probability would be expected to increase the rate constant for cross-bridge attachment, f(x). If rate of detachment, g(x), remains unaffected by intermyofilament spacing, an increase in f(x) would effectively result in a greater number of cross bridges being engaged during a contraction and thus enhance the amount of tension produced.
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PART 3: ISOLATED WHOLE MUSCLE |
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It is difficult to use the segment or sarcomere length control approach to the study of the force-length properties of whole isolated or semi-isolated muscles. Therefore, we will not discuss segment-controlled experiments in this section, and the results of experiments with whole muscle will be described as the length-dependence of active force.
Rack and Westbury (71) found an extended plateau in the length dependence of active force for tetanic contractions in cat soleus muscles. The developed force did not start to decrease significantly until a muscle length corresponded to an average resting sarcomere length of ~3.0 µm. The extended plateau of the length-dependence of active force could be caused by elastic elements in series with the muscle fibers that allow for sarcomere shortening to a length much less than the resting sarcomere length.
Close (11) reported a length dependence of force in whole muscle, similar to the force-length relationship observed by those using segment control in single fibers (17, 28, 31); i.e., the force decreased linearly with decreasing filament overlap on the descending limb of the force-length relationship. Close (11) minimized the effect of series elastic elements that may have permitted better agreement between the active and passive sarcomere lengths than had been obtained by others (57).
Submaximal contractions. As in studies with single cells, studies with whole muscles revealed that the length dependence of force varies with different levels of muscle stimulation. The results of these studies showed that the optimal length for twitch contractions (11, 71, 76) and submaximally activated muscle (76) was shifted to longer muscle lengths than would be predicted according to the cross-bridge theory. Presumably, the same mechanism responsible for this shift in single fibers can explain this shift in whole muscles.
Distribution of sarcomere lengths. When the relationship between length and developed tension is assessed in a multicellular preparation, one must ask whether the mean sarcomere length in one cell is the same as in an adjacent cell. Differences in mean sarcomere length between adjacent fibers could occur because of different numbers of sarcomeres in series for fibers of a given length or because of differences in the fiber-to-tendon length ratio over a given length of muscle. It has been reported that sarcomere length variation is greater in a bundle of fibers than in a single fiber (66). If fibers within a given muscle have different average sarcomere lengths at a given muscle length, peak force would be reduced and the plateau would be broader, compared with fibers of identical sarcomere lengths within a given muscle.
The distribution of sarcomere length across fibers appears to be greater for the rat extensor digitorum longus than for the rat medial gastrocnemius muscle (39), which might explain the relative broadening of the relationship between developed force and muscle length for the extensor digitorum longus. It has also been found that the optimal length of individual motor units varies within a given muscle (23, 54), suggesting that, at a given muscle length, different motor units have different mean sarcomere lengths.
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PART 4: FUNCTIONAL IMPLICATIONS |
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In the previous parts of this review, we were concerned with the force-length properties and the length dependence of force production in isolated skeletal muscles, fibers, or sarcomeres. In reality, muscles are attached (typically) to bones, and they cross one or more joints at which they function to produce movements. The forces exerted by muscles create a moment about the joint(s).
When considering the force-length characteristics of a muscle in its
anatomic environment, two factors should be considered when evaluating
the potential of the muscle to produce movements: the moment arm of the
muscle about the target joint and the excursion of the
muscle. The moment arm of the muscle determines the moment (
j)
produced about a joint by muscular contraction since
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is the location vector from the
center of the joint to any point on the line of action of the muscle force,
is the muscle force
(vector), and × represents the vector cross product
(Fig. 8A). For two-dimensional
considerations, the above equation may be written in its scalar form as
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The importance of the moment arm may be illustrated in an example with
two muscles of identical force-length properties crossing the same
joint, but their moment arms are different by a factor of two (Fig.
9). If we assume that
muscle B has a moment arm twice that
of muscle A, it is obvious that
muscle B can exert a peak moment twice
that of muscle A. However, the larger
moment arm of muscle B compared with
A causes a larger change in length of muscle B compared with
muscle A for a given change in joint
angle; therefore, muscle B has only
one-half the range of active force production (in terms of joint
angular displacement) compared with muscle
A (Fig. 10).
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Because the moment-angle relationship of a muscle about a joint is
determined by the force-length properties of the muscle and the
variable moment arm, the following three basic scenarios relating force
and moment arm to the joint moment are possible (Fig.
11):
1) the moment arm is about constant
throughout the range of joint motion; therefore, the shape of the
moment-angle relation reflects the shape of the force-length relation
accurately (Fig. 11A);
2) the moment arm is decreasing
(increasing) as the force potential of the muscle is increasing
(decreasing); therefore, the moment-angle relation is flattened
compared with the force-length relation (Fig.
11B); and
3) the moment arm is increasing
(decreasing) as the force potential is increasing (decreasing),
therefore the moment-angle relation is an enhanced version of the
force-length relation (Fig. 11C).
Depending on the exact relation between the force-length property of
the muscle and the corresponding moment arm, the joint angle of maximal
muscle force may not correspond to the joint angle of maximal moment.
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Excursion is defined as the change in length of a muscle when going through the full anatomical range of joint motion (i.e., longest to shortest in situ length). Intuitively, one might assume that a muscle is attached to the musculoskeletal system such that it operates essentially at or around its optimal length (i.e., a length at which it is strongest). However, this assumption is not correct. Most muscles whose in situ force-length properties have been determined appear to operate primarily on the ascending or descending limb of the force-length relationship, reaching the plateau toward the end of the range of joint motion. For example, the cat soleus, gastrocnemius, and plantaris muscles have all been found to work primarily on the ascending limb of the force-length relationship (34, 71). Similarly, human gastrocnemius muscles operate primarily on the ascending limb of the force-length relationship (35). However, frog semitendinosus appears to occupy the descending limb of the force-length relationship during everyday use (56).
The question that arises is, Why do different muscles occupy different
parts of the force-length relationship in vivo? The answer to this
question is not known; however, it appears likely that there is some
connection between the functional demands of a muscle and the region of
the force-length relationship it occupies. For example, during everyday
movement tasks, muscles undergo either a stretch-shortening or a
shortening-stretch cycle. In a stretch-shortening cycle, a muscle is
stretched initially as it increases its force and then shortens as it
decreases its force (Fig. 12). Such a
function follows a "force vs. length" curve with positive slope,
similar to that of the ascending limb of the force-length relationship. During a shortening-stretch cycle, a muscle shortens first as it
develops force and then is stretched as its force decreases. This
function follows a negative force vs. length plot, similar to the
descending limb of the force-length relationship.
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For the few muscles for which functional and in vivo force-length
properties are known, it appears that muscles undergoing stretch-shortening cycles during normal movements operate on the ascending part [cat and skunk triceps surae, plantaris, and human gastrocnemius (30, 34, 35, 71)], and muscles undergoing shortening-stretch cycles operate on the descending part of the force-length relationship [frog semitendinosus (56)]. It is also worth noting that muscles that operate on the ascending part of
the force-length relationship tend to have a passive force that appears
at short muscle length, whereas muscles that operate on the descending
part tend to have passive forces that appear only at long muscle length
(Fig. 13).
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Up until now, the force-length property of skeletal muscle has been considered as a given, constant characteristic. However, muscles have a tremendous ability for adaptation. Therefore, the question arises, Do in vivo force-length properties adapt to changes in everyday requirements, changes that might be produced, for example, by chronic training or tendon transfer surgery?
In a study aimed at determining the in vivo force-length properties of
human rectus femoris muscles, we made the following observations (Fig.
14): the force-length curve for normal
subjects was centered around optimal length (Fig.
14A) (36), whereas the force-length
curves of national caliber runners and cyclists fell on the ascending
and descending limb of the force-length relationship, respectively
(Fig. 14, B and
C) (32). Although the sample size for the different groups was small (n = 9, 4, and 3 for normal subjects, runners, and cyclists,
respectively), the force-length regression lines for the runners and
cyclists were statistically (
= 0.05) different from zero, whereas
those of the normal subjects were not.
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There is a variety of possible explanations for why the force-length
properties for the runners were different in shape from those of the
cyclists; the most appealing reason is an adaptation of the number of
sarcomeres arranged in series in the muscle fibers. Following this
argument, one would assume that the number of sarcomeres in series in
rectus femoris muscle fibers of runners is larger than in cyclists;
therefore, for a given joint configuration, the average sarcomere
length of the runners would be smaller than that of the cyclists (Fig.
15). Whether this type of adaptation really occurred in the top athletes could not be evaluated.
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In an attempt to determine whether the number of sarcomeres arranged in series within muscle fibers would adapt to tendon transfer procedures, the following study was performed (50, 51). The tendon of the rabbit tibialis anterior was released from its retinacular constraint at the ankle. For the experimental animals (retinacular release), the origin to insertion distance of the tibialis anterior (and, therefore, its passive force) became smaller, but the moment arm about the ankle (and, therefore, its excursion) became larger than it was for the control animals (no surgery or sham surgery). If active or passive forces were the primary positive modulators of the number of in series sarcomeres, one would expect to see a decrease in the number of sarcomeres in the experimental compared with the control muscles; if, however, excursion was the primary positive modulator, one would expect an increase in the number of sarcomeres.
After 8 wk of retinacular release of the tibialis anterior muscles, it
was found that in these growing rabbits (4-12 wk) the number of
sarcomeres in series was significantly increased in the experimental
compared with the control and sham-control animals (Fig.
16). Therefore, it was concluded that a
(small) change in tendon path (a "tendon transfer") that causes
changes in the origin to insertion distance and moment arm of the
target muscle can cause adaptation in the number of sarcomeres arranged
in series in a muscle fiber. Such a change in sarcomere number also
changes the shape of the length-tension curve. Specifically, a muscle with an increased number of sarcomeres in series is able to produce active force over a larger range of muscle length than a corresponding muscle with fewer sarcomeres.
|
Varying the type of exercise has also been shown to influence sarcomere number. Lynn and Morgan (55) studied vastus intermedius fibers of rats trained with uphill or downhill running. They found that the rats in the downhill-running group had significantly more sarcomeres arranged in series in the vastus intermedius fibers than the rats in the uphill-running group, indicating that skeletal muscle is able to adapt sarcomere number to the movement (exercise) demands.
Summarizing, it is not trivial to determine the length dependence of force of in vivo human skeletal muscles. Aside from problems associated with controlling maximal effort, voluntary contractions, and isolating the force of a single muscle from the total force of an agonist group (issues that were not addressed here), force-length properties can and will adapt to the functional requirements imposed on the muscle. In vivo, the force-length properties of muscles manifest themselves as moment-joint angle relationships that are more complex than the force-length relationships because of the nonlinearities that exist between force and moment as well as between muscle length and joint angle. These nonlinearities are directly associated with the variable moment arm of the muscle force vector about the target joint. Therefore, moment arm determination or, equivalently, the determination of the instantaneous joint axis and line of action of the muscle become of utmost importance when determining the in vivo force-length properties of muscles. However, the in vivo determination of these factors is often difficult and sometimes impossible.
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ACKNOWLEDGEMENTS |
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D. E. Rassier was supported, as a graduate student, by Centro de Aperfeicoamento de Pessoal de Ensino Superior (Brazil).
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FOOTNOTES |
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Present address of D. E. Rassier: Escola de Educacao Fisica, Laboratorio de Pesquisa do Exercicio (LAPEX), Rua Felizardo 750, Bairro Jardim Botanico, Porto Alegre (RS), Brazil.
The costs of publication of this article were defrayed in part by the payment of page charges. The article must therefore be hereby marked "advertisement" in accordance with 18 U.S.C. §1734 solely to indicate this fact.
Address for reprint requests and correspondence: B. R. MacIntosh, Human Performance Laboratory, Faculty of Kinesiology, The University of Calgary, Calgary, AB, Canada T2N 1N4 (E-mail: brian{at}kin.ucalgary.ca).
Received 22 May 1998; accepted in final form 23 December 1998.
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