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J Appl Physiol 90: 912-918, 2001;
8750-7587/01 $5.00
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Vol. 90, Issue 3, 912-918, March 2001

A self-correcting indirect calorimeter system for the measurement of energy balance in small animals

Dalan R. Jensen1, Ellis C. Gayles2, Stefen Ammon1, Robert Phillips, and Robert H. Eckel1

1 Division of Endocrinology, Department of Medicine, and 2 Department of Pediatrics and Center for Human Nutrition, University of Colorado Health Sciences Center, Denver, Colorado 80262


    ABSTRACT
TOP
ABSTRACT
INTRODUCTION
METHODS
RESULTS
DISCUSSION
REFERENCES

Indirect calorimetry involves measurement of CO2 produced and O2 consumed by an organism. These measurements are then used to calculate energy output, metabolic rate (MR), and respiratory quotient (RQ), a relative assessment of carbohydrate and lipid oxidation. By far the most difficult aspect of indirect calorimetry is measurement of O2. Moreover, the abundance of O2 (20.95%) relative to CO2 (0.03%) in ambient conditions dictates that measurement errors of O2 have greater implications on calculations of MR and RQ. Because compressed air is not feasible for use with animals in long-term experiments, changes in ambient conditions are nearly unavoidable. A self-correcting indirect calorimetry system was designed and constructed utilizing differential O2 and CO2 analyzers and a blank cage to monitor ambient conditions periodically. The system was validated by changing ambient O2 and CO2 concentrations by infusing N2 into the system during a test butane burn. MR and RQ were largely unaffected by these changes in ambient conditions, and inclusion of a blank cage in the system accounted for slight calibration offsets. MR and RQ were measured in mice (n = 95) with and without correction for any small changes in ambient conditions measured in the blank cage. Coefficients of variation for MR and RQ were significantly decreased by taking into account ambient conditions measured in the blank cage (P < 0.001), which resulted in a 2.3% increase in precision for measurement of MR. This system will be used to more accurately assess long-term measurements of energy balance in the many murine models of leanness and obesity to gain better insights into pathophysiology and treatment of human obesity.

methodology; oxygen consumption; respiratory quotient; metabolic rate; mice


    INTRODUCTION
TOP
ABSTRACT
INTRODUCTION
METHODS
RESULTS
DISCUSSION
REFERENCES

OBESITY IS AN INCREASINGLY prevalent disorder in the United States, with >50% of all Americans being considered overweight and ~30% considered obese (14). Furthermore, weight loss is difficult to achieve and maintain, with a 95% failure rate of obese individuals for maintaining the weight loss for >4 yr (13). Many insights into the pathophysiology of human obesity have been obtained in mice in which genetic mutations have been identified (2, 20, 26). Several mutations associated with the development of severe obesity include ob/ob (9, 32), db/db (15, 29), cpe/cpe (21), and tubby (12, 22). Strains of mice that are susceptible to obesity when challenged with a high-fat diet have also been identified (30). Moreover, with the advent of transgenic technology to overexpress or knock out genes, there has been an escalation of murine models exhibiting not only obese (18, 24), but also lean, phenotypes (10, 16, 25). Phenotypes alone, however, may not readily identify mechanisms. Measurements of energy balance (energy intake and expenditure) of these murine models are limited and are needed to provide valuable insights into the pathophysiology of human obesity. However, the indirect calorimetry systems used to measure energy expenditure in rodents are often not adequately described or validated in the literature.

Indirect calorimetry involves the measurement of CO2 produced and O2 consumed by an organism (4, 5, 17) and assumes that all O2 is used to oxidize fuels and all CO2 produced is recovered. These measurements are in turn used to calculate the metabolic rate (MR) and the respiratory quotient (RQ) of the organism (6). MR, an absolute measurement, is a composite of an organism's energy output during periods of rest and activity. RQ, on the other hand, is a relative measurement of carbohydrate and lipid oxidation and has theoretical limits between 0.7 and 1.0, with exceptions being exercise and overfeeding (28). As carbohydrate oxidation increases (i.e., during feeding), RQ approaches 1.0, and as lipid oxidation increases (i.e., during fasting), RQ approaches 0.7 (8). Likewise, animals fed high-carbohydrate diets have higher RQs than those fed high-fat diets (7, 23).

By far the most difficult aspect of indirect calorimetry is the measurement of O2. Moreover, the abundance of O2 (20.95%) relative to CO2 (0.03%) in ambient conditions dictates that measurement errors of O2 have greater implications on the calculations of MR and RQ. Furthermore, measurements of O2 can be affected by external (i.e., barometric pressure, humidity, and temperature) and internal factors within a system (i.e., variations in flow rate and pressure). Because compressed air is not feasible for use with animals in long-term experiments, changes in ambient conditions are nearly unavoidable.

Hence, the goal of this work was to design an indirect calorimetry system that cannot only accurately measure ambient O2 concentrations and O2 consumption (VO2) by an animal but, if necessary, adjust and self-correct to changes in ambient conditions. This work presents the design and validation of such a system.


    METHODS
TOP
ABSTRACT
INTRODUCTION
METHODS
RESULTS
DISCUSSION
REFERENCES

The indirect calorimetry system consists of cages, pumps, flow controllers, valves, and analyzers (Fig. 1) and is computer controlled to sequentially measure the O2 and CO2 concentrations in four separate cages on a continual basis. The system operates as follows. Air taken from a common air source is pulled through four metabolic chambers (Metabowl, Jencons Scientific, Bridgeville, PA), a blank cage, and a reference line connected via separate, but identical air-sampling pathways. Mice are placed in four metabolic chambers (1 mouse in each), while the blank cage is used as a reference cage to monitor ambient O2 and CO2 concentrations periodically. The cages are designed to separate food, urine, and feces for precise determinations of energy intake, urinary nitrogen, and unabsorbed calories, respectively. The condensation in the air exiting the chambers is removed with electronic sample coolers (Universal Analyzers, Carson City, NV). At this point, the air is pushed with pumps (model 107CAB18, Thomas Industries, Sheboygan, WI) through mass flow controllers (Teledyne Hasting-Raydist, Hampton, VA), which maintain constant, but adjustable airflow (0.25-2.0 l/min). The air then travels to a manifold containing five valves. At predefined intervals, the computer sends a 5-V signal to close a specified valve, corresponding to a particular cage, thereby shunting air through the O2 and CO2 analyzers (Oxymat/Ultramat 6, Siemens, Roswell, GA). An optically isolated switch is used between the computer and valves to prevent a voltage surge from traveling back to the computer. Before the air enters the O2 analyzer, pressure valves are used to regulate the air pressure on the reference line at 3 psi and on the sample line at 1 psi. Because each analyzer is differential and compares the O2 and CO2 levels in the cage airstream with levels in a reference line, air is used as the calibration gas to zero the analyzers. The span calibrations for the O2 and CO2 analyzer are set using O2 (1% balance N2) and CO2 (0.8%), respectively, as primary gas standards (Air Liquide, Houston, TX). The zero and span calibrations are checked several times until each analyzer reads precisely at the given concentration. The time of measurement, differential CO2 and O2 concentrations, flow rate, CO2 output (VCO2), VO2, RQ, and MR (Weir equation) are calculated and stored in a computer configured with data acquisition hardware (Analogic, Wakefield, MA) and software (Labtech, Wilmington, MA). The software is based on Windows 9X/NT and uses a flexible "drag-and-drop" interface to collect data from the analyzers and flow controllers at 60 Hz for a total of >1 × 106 data points in a given 24-h period. Each cage, with an approximate volume of 1.6 liters, is sampled for 2 min, with a 30-s washout period between cage readings. The transit time of the air from a cage to the analyzer is 15 s. Uniform gas mixing within the cages was observed by flow visualization with smoke. The linear range of each analyzer was limited to a differential reading of 0-1%, with a 4- to 20-mA output. To test for air tightness, all tubing, fittings, and connections between the cages and outlets of the analyzers are checked to maintain a pressure of 3-5 psi. As a preventive measure, each pump is rebuilt or replaced after 6 mo of continual use. Uninterruptible power sources (American Power Conversion, West Kingston, RI) are used to blunt electrical noise by preventing electrical spikes and providing electricity to the system during brownouts.


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Fig. 1.   Schematic diagram of a self-correcting indirect calorimetry system. Air is pulled from a common air source through 4 cages with animals, 1 blank cage, and a reference line through air dryers, which remove humidity in the airstream. All pathways are separate but identical in length and are checked for leaks by pressurizing the system. Five pumps then push the air through flow controllers, which dynamically maintain airflow at set flow rates. The air from the cages then enters a manifold with pneumatic switches, which vent to the atmosphere when opened and, when closed, direct the airstream to the analyzers. The computer sequentially closes 1 valve at a time for 2.5 min, and, after a 30-s washout period, CO2, O2, and flow rate are measured.

To test the self-correcting ability of the indirect calorimeter system, the following experiments were performed. With the use of a butane burn to give a known RQ (0.62), N2 gas was infused into the air supply to simulate changes in ambient air concentrations. An additional O2 analyzer (Magnos 6G, Hartmann & Braun, Bartlesville, OK) was employed to monitor the changes in the ambient O2 induced by the N2. Data (VCO2 and VO2) were collected from the two cages (cage with butane burn and an empty cage) for 30 s, with a 30-s washout allowed between readings. Differential measurements of CO2 and O2 from the cage containing the butane burn were adjusted in a point-to-point fashion by taking into account the differential measurements from the blank cage, which were transformed using the following smoothing function: y(i) = (1 - k) * x(i) + k * y(i - 1), where k = 0.85. The adjusted CO2 and O2 were then used to correct MR and RQ. This technology was then applied to a typical experiment in which RQ was measured in a mouse for 3 days and a small decrease in the O2 concentration occurred in the blank cage in the system.

To further assess the importance of the inclusion of a blank cage in the system for monitoring ambient conditions, mice (n = 95) of various ages, genetic strains (FVB/N, C57BL/6J, and C57BL/6Jx129/SVJae), body compositions, and nutritional states (i.e., fed high-carbohydrate or high-fat diets) and under various degrees of hypo- and hyperthyroidism were examined in the system. For each mouse, the coefficient of variation (standard deviation/mean * 100) was calculated for RQ and MR with and without correction for the data gathered in the blank cage. Because each mouse served as its own control, a paired t-test was used to analyze the coefficients of variation (SigmaStat version 2.03, SPSS, Chicago, IL).


    RESULTS
TOP
ABSTRACT
INTRODUCTION
METHODS
RESULTS
DISCUSSION
REFERENCES

The abundance of O2 (20.95%) relative to CO2 (0.03%) in ambient conditions dictates that measurement errors of O2 have greater implications on the calculations of MR and RQ. To fully understand how small changes in ambient O2 impact the calculations of MR and RQ, the equations for MR and RQ are given below. To illustrate this, two hypothetical conditions were tested. In the first condition, MR and RQ were calculated by holding constant all the variables (i.e., cage CO2 concentration = 0.275%, cage O2 concentration = 20.6%, ambient CO2 concentration = 0.03%, flow rate = 0.5 l/min) and varying only the ambient O2 concentration from 20.95 to 20.85%. When ambient O2 concentration decreased by 0.5%, MR decreased in a linear fashion, by ~24% (Fig. 2A). Conversely, when the same conditions were applied to the equation for RQ, there was an inverse relationship between ambient O2 concentration and RQ, such that a change of 0.5% in ambient O2 concentration resulted in the full theoretical range of RQ (0.7-1.0; Fig. 3A). In the second condition, MR and RQ were calculated by holding constant all variables as given above, except ambient CO2 concentration was varied from 0.0300 to 0.0299% and ambient O2 concentration was set at 20.95%. In both equations, varying ambient CO2 concentration over the same magnitude of change as that of ambient O2 concentration resulted in negligible changes in MR (Fig. 2B) and RQ (Fig. 3B). The MR (Weir equation; Ref. 3) is calculated as follows
MR<IT>=</IT>(<IT>k<SUB>1</SUB> × </IT><A><AC>V</AC><AC>˙</AC></A><SC>co</SC><SUB><IT>2</IT></SUB>)<IT>+</IT>(<IT>k<SUB>2</SUB> × </IT><A><AC>V</AC><AC>˙</AC></A><SC>o</SC><SUB><IT>2</IT></SUB>)

<A><AC>V</AC><AC>˙</AC></A><SC>co</SC><SUB><IT>2</IT></SUB><IT>=</IT>(P<SC>co</SC><SUB>2cage</SUB><IT>−</IT>P<SC>co</SC><SUB>2amb</SUB>)<IT> × </IT>(flow rate)

<A><AC>V</AC><AC>˙</AC></A><SC>o</SC><SUB><IT>2</IT></SUB><IT>=</IT>(P<SC>o</SC><SUB>2amb</SUB><IT>−</IT>P<SC>o</SC><SUB>2cage</SUB>)<IT> × </IT>(flow rate)
where PCO2cage and PCO2amb are cage and ambient CO2, PO2cage and PO2amb are cage and ambient O2, k1 = 1.106, and k2 = 3.941. 


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Fig. 2.   Theoretical plots of variations in ambient O2 (A) and CO2 (B) concentrations and corresponding impacts on the calculations of metabolic rate (MR). MR was calculated by holding constant all the variables (i.e., cage CO2 = 0.275%, cage O2 = 20.6%, ambient CO2 = 0.03%, flow rate = 0.5 l/min) and varying only the ambient O2 from 20.95 to 20.85%, or ambient CO2 was varied from 0.0300 to 0.0299%.



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Fig. 3.   Theoretical plots of variations in ambient O2 (A) and CO2 (B) concentrations and corresponding impacts on the calculations of respiratory quotient (RQ). RQ was calculated by holding constant all the variables (i.e., cage CO2 = 0.275%, cage O2 = 20.6%, ambient CO2 = 0.03%, flow rate = 0.5 l/min) and varying only the ambient O2 from 20.95 to 20.85%, or ambient CO2 was varied from 0.0300 to 0.0299%.

The respiratory quotient is calculated as
RQ<IT>=</IT><FR><NU><A><AC>V</AC><AC>˙</AC></A><SC>co</SC><SUB>2</SUB></NU><DE><A><AC>V</AC><AC>˙</AC></A><SC>o</SC><SUB><IT>2</IT></SUB></DE></FR>
A representative experiment in which ambient O2 concentrations were changed is presented in Fig. 4, and mean data for RQ and MR are presented for four experiments in Table 1. Figure 4A shows the change in ambient O2 as N2 was infused into the general air supply for the system. RQ, adjusted and unadjusted, is plotted before, during, and after the infusion of N2. In Fig. 4B, the differential PO2 (corrected and uncorrected) and the differential PCO2 for the empty cage are graphed.


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Fig. 4.   Self-correcting ability of the indirect calorimeter system to measure RQ during a butane burn while N2 was infused into the system to decrease ambient O2 concentrations. A: change in ambient O2 (right ordinate) as N2 was infused into the general air supply for the system; RQ [corrected (open circle ) and uncorrected ()] is plotted before, during, and after infusion of N2 (left ordinate). B: differential PO2 [untransformed () and transformed (open circle )] and differential PCO2 for the empty cage. Transformed PO2 was smoothed using the following function: y(i) = (1 - k) × x(i) + k × y(i - 1), where k = 0.85. Each time point represents a 1-min interval.


                              
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Table 1.   Changes in ambient O2, RQ, and MR of a butane burn before, during, and after N2 infusion into the indirect calorimetry system

In each of the experiments, ambient O2 concentrations and RQ were stable in the indirect calorimetry system before the introduction of N2 into the system. However, when the ambient O2 concentrations decreased suddenly at the beginning of the N2 infusion by ~1%, RQ dropped. This decrease in RQ was due to a slight increase in the differential measurement of O2 in the blank cage (Fig. 4B). Likewise, when the N2 was turned off, there was a corresponding increase in RQ, again because of a slight decrease in the differential measurement of O2. During the infusion of N2, there were minute changes in RQ, but these changes appeared to be related to the large fluctuations in the ambient O2 concentrations and not to the absolute ambient O2 concentration. There were no significant changes in the mean RQ of the butane burn before, during, and after the introduction of N2 into the indirect calorimetry system (Table 1). Also, RQs from the butane burn were generally higher than the predicted value for combustion of butane (i.e., 0.62); however, when the RQs were adjusted for the slight offsets seen in the differential measurements of O2 and CO2 in the blank cage, RQs became appropriate. This further suggests that inclusion of a blank cage in the system can mathematically adjust for small variations in calibration of the analyzers and potential small drifts in the differential readings of O2 and CO2. As expected, the calculations of MR were also not impacted significantly by the alteration of ambient O2 (Table 1). Because VCO2 and VO2 decreased during the butane burn, the mean MR before and after the N2 infusion was compared with the MR during the N2 infusion. Differential CO2 was extremely stable and unaffected, despite the large perturbations in ambient conditions in these experiments.

The self-correcting ability of the indirect calorimetry system was then tested in a typical experiment with mice. A representative experiment is given in Fig. 5. Figure 5A shows the uncorrected RQ of a mouse in which measurements of RQ were normal until the 2nd day, when RQ increased abruptly. When decreases in O2 observed in the blank cage on the 2nd day (Fig. 5B) were used to adjust O2 in the cage with the mouse, RQ was normalized (Fig. 5C). Furthermore, typical diurnal changes in RQ, not seen in the uncorrected data (Fig. 5A), were now clearly evident in the corrected data (Fig. 5C). To further validate the importance of the blank cage and monitoring ambient conditions, the coefficients of variation were calculated for each mouse (n = 95) for RQ and MR with and without correction of the individual mouse data (i.e., VO2 and VCO2) with readings obtained in the blank cage. The coefficient of variation for RQ was significantly decreased when the blank cage readings were used to correct the data (9.9 vs. 8.3%, P < 0.00001). The coefficient of variation for MR was also significantly decreased by 2.3% (16.5 vs. 14.2%, P < 0.001).


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Fig. 5.   A representative experiment showing RQ (uncorrected and corrected) of a mouse measured over a 3-day period. A: uncorrected RQ of a mouse in which measurements of RQ increased abruptly on the 2nd day. C: corrected RQ of the mouse when decreases in Delta PO2 in the blank cage on the 2nd day were taken into account (B). Typical diurnal changes in RQ, not seen in the uncorrected data (A), are now clearly evident in the corrected data (C). A point-to-point correction was used to correct the O2 and CO2 measured in the cage housing the mouse by taking into account the differential measurements from the blank cage, which were transformed using the smoothing function in Fig. 4 legend. A line representing the smoothed data for PCO2 and PO2 is graphed as a thick line for each variable (B).


    DISCUSSION
TOP
ABSTRACT
INTRODUCTION
METHODS
RESULTS
DISCUSSION
REFERENCES

The technical requirements for an indirect calorimeter system are strict. As outlined by Ferrannini (6), these include: 1) an airtight system with appropriate flow to give O2 and CO2 concentrations within the linear range of the analyzers, 2) sensitive and stable O2 and CO2 analyzers for continuous measurements of expired air, 3) a method to remove moisture from the expired air before analysis, 4) computer hardware and software to capture and analyze the data, and 5) a calibration method using standard gas mixtures. As presented in our study, the calibration procedure should also include the periodic measurement of ambient O2. In our system, this is accomplished with the use of differential analyzers that dynamically adjust for changes in ambient O2 and CO2 along with inclusion of a blank cage to adjust for instrumental drift. Several indirect calorimeter systems designed for human use have incorporated ambient air and calibration gas measurements into their routine operation (11, 27, 31). Although not evaluated for their ability to self-correct, indirect calorimeter systems for rats using absolute (19) and differential analyzers (1) along with monitoring of ambient conditions have also been described. However, many indirect calorimeter systems overlook the implementation of this critical measurement in their systems.

Correcting the RQ and MR for changes in ambient conditions monitored in the blank cage significantly increased the precision of the indirect calorimetry system. This represented a 2.3% increase in precision for the measurement of MR, and for an average mouse, this would represent 0.4 kcal/day. Evidence supporting the importance of this increased precision can be obtained in a study by West et al. (30), in which nine strains of mice were evaluated for their susceptibility to gain weight when fed a high-fat diet of condensed milk. Two strains in particular, although they consumed the equivalent amounts of food (~900 kcal/7 wk), gained different amounts of weight when fed the high-fat diet. The AKR/J strain mice of mice was obesity prone, gaining 13.3 g of body weight over the 7-wk diet period, while the SJL/J mice were obesity resistant and gained only 6.2 g. With the assumption that the absorption of food was identical between these two strains of mice, a difference in MR of 0.43 kcal/day could explain the differences in body weight. Another example of how small changes in MR could account for changes in body composition is seen in male transgenic mice overexpressing skeletal muscle lipoprotein lipase (10). In these experiments, an MR difference of only 0.28 kcal/day during the 13-wk period of high-fat feeding would explain the prevention of 3 g of carcass lipid seen in the transgenic mice compared with nontransgenic littermates. The increased precision of this system gained by correcting VCO2 and VO2 by any slight variations in ambient conditions would make it possible to measure these small, but very important differences in MR.

As previously mentioned, perhaps the most overlooked aspect of indirect calorimetry is the measurement of ambient O2, and as we have shown, small variations in ambient O2 have large impacts on the calculations of MR and RQ. Ironically, the most difficult aspect of indirect calorimetry is probably the measurement of O2. Although both technologies used to measure O2 and CO2 (i.e., paramagnetic and infrared, respectively) are affected by environmental factors such as humidity, temperature, and barometric pressure, accurate measurements of O2 in the range of O2 measurements made during a typical calorimetry experiment may be more difficult to achieve (personal communication, P. Good, Siemens Process Analyzers, Rosswell, GA). Furthermore, the abundance of O2 (20.95%) relative to CO2 (0.03%) in ambient conditions dictates that the magnitude of change of O2 and CO2 in a typical experiment is not on the same scale. This is illustrated in the following hypothetical example. If an animal had an RQ of 0.80 and decreased ambient O2 by 0.6% (i.e., from 20.95 to 20.35%), this would represent a decrease of only 3% from normal ambient O2 concentrations. However, in the same example, CO2 produced by the animal would change ~16-fold over ambient CO2 concentrations (i.e., from 0.03 to 0.48%).

The indirect calorimetry system presented here was self-correcting in two ways. First, the differential nature of the analyzers was self-correcting even during severe changes in ambient O2 concentrations, far greater than would be expected to occur during an experiment. Second, the inclusion of a blank cage in the system offered a means by which fluctuations in the differential measurement itself, because of slight interexperimental calibration settings and/or instrumental drift, could be mathematically adjusted for in the equations of MR and RQ. With this system, long-term measurements of the energy balance of the many murine models of leanness and obesity can be accurately assessed. Perhaps with this information, new insights into the treatment of human obesity can also be developed.


    ACKNOWLEDGEMENTS

The authors thank the following individuals for suggestions and technical support without which the design and setup of the indirect calorimetry system would not have been possible: Rick Martinson and Dr. Phil Good (Siemens Process Analyzers), Teresa Sharp and Dr. Jim Hill (University of Colorado Health Sciences Center, Center for Human Nutrition), Ted Barben (Universal Analyzers), Pete Petro (Williams-Associates, Commerce City, CO), William Baker (Teledyne Brown Engineering Hasting Instruments), and Jay Curzon (Advanced Air Products, Denver, CO). The authors also thank E. Chester Ridgway (University of Colorado Health Sciences Center) for financial support during the development of the system.


    FOOTNOTES

This work was supported by National Institute of Diabetes and Digestive and Kidney Diseases Grant DK-26356 (to R. H. Eckel).

Address for reprint requests and other correspondence: R. H. Eckel, UCHSC, BRB-611, B-151, 4200 E. 9th Ave., Denver, CO 80262 (E-mail: Robert.Eckel{at}UCHSC.edu).

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. Section 1734 solely to indicate this fact.

Received 11 June 2000; accepted in final form 21 September 2000.


    REFERENCES
TOP
ABSTRACT
INTRODUCTION
METHODS
RESULTS
DISCUSSION
REFERENCES

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J APPL PHYSIOL 90(3):912-918
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