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1 Osteoporosis Research Center, Creighton University, Omaha, Nebraska 68131; and 2 North Carolina Wesleyan College, Rocky Mount, North Carolina 27804
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ABSTRACT |
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Mechanical loading stimulates bone formation and regulates bone
size, shape, and strength. It is recognized that strain magnitude, strain rate, and frequency are variables that explain bone stimulation. Early loading studies have shown that a low number (36) of
cycles/day (cyc) induced maximal bone formation when strains were high
(2,000 µ
) (Rubin CT and Lanyon LE. J Bone Joint Surg
Am 66: 397-402, 1984). This study examines whether cycle
number directly affects the bone response to loading and whether cycle
number for activation of formation varies with load magnitude at low
frequency. The adult rat tibiae were loaded in four-point bending at 25 (
800 µ
) or 30 N (
1,000 µ
) for 0, 40, 120, or 400 cyc at 2 Hz for 3 wk. Differences in periosteal and endocortical formation were examined by histomorphometry. Loading did not stimulate bone formation at 40 cyc. Compared with control tibiae, tibiae loaded at
800 µ
showed 2.8-fold greater periosteal bone formation rate at 400 cyc but
no differences in endocortical formation. Tibiae loaded at
1,000
µ
and 120 or 400 cyc had 8- to 10-fold greater periosteal formation rate, 2- to 3-fold greater formation surface, and 1-fold greater endocortical formation surface than control. As applied load or
strain magnitude decreased, the number of cyc required for activation
of formation increased. We conclude that, at constant frequency, the
number of cyc required to activate formation is dependent on strain and
that, as number of cyc increases, the bone response increases.
tibia; adult rat; strain; histology; mechanical loading
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INTRODUCTION |
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THE SIZE, SHAPE, AND STRENGTH OF BONE are regulated in part by the mechanical forces applied to bone during daily physical activities. These forces are created during movement by muscle contractions and by impact with external objects such as the ground in walking or a ball in tennis. Bending, compression, tension, torque, and shear forces all cause bone deformation, which is quantified as strain (change in length/original length). The complex movement patterns associated with exercise result in complex strain patterns that vary in magnitude, rate, and frequency throughout the bone.
External loading devices designed for controlled force application are
used to create well-defined strain patterns to examine specific strain
variables (1, 22). Strain characteristics that are known
to alter bone metabolism include strain magnitude (extent of
deformation), frequency (number of strain cycles per second), and
strain rate (change in magnitude per second or acceleration or
deceleration of deformation) (5, 12, 24). Previous studies with loading models have reported that bone formation is linear with an
increase in strain magnitude above 1,000 µ
(22, 29). When load and number of cycles/day (cyc) are constant, bone formation increases as frequency increases from 0 to 2 Hz (30), and,
when frequency increases from 1 to 30 Hz, the strain threshold for bone
maintenance decreases from 1,200 to 100 µ
(18).
Strain rate, which reflects strain magnitude and cycle frequency, has been suggested to be one of the most important variables that determines bone response (16, 30).
Although, intuitively, the number of cyc should be an important
variable for mechanical regulation of bone, an early loading study
showed no effect of increasing the number of cyc from 36 to 1,800 cyc
at 2,000 µ
and low frequency (0.5 Hz) (23). It is
possible that the high strain magnitudes in that study overwhelmed the
effect of variation in cyc and that the activation of maximal bone
response was achieved at low cyc. In a theoretical model for mechanical
regulation of bone, Whalen et al. (32) proposed that the
effect of cycle number increased as strain magnitude decreased. At a
high frequency (30 Hz), 108,000 cyc have been shown to maintain bone
with forces as low as 100 µ
(18). However, no one has
shown a relationship between cyc and loads at low frequency.
In the present study, we hypothesized that, as cyc increases, the
bone response to loading increases and that the cyc required for
activation varies with load magnitude. This study used the rat tibia
four-point bending device to examine the effects of variation in cyc
(40) and strain rate or magnitude (800-1,000 µ
) applied at a constant frequency on cortical bone formation.
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MATERIALS AND METHODS |
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The effects of external mechanical loading cycles were studied in the tibiae of Sprague-Dawley (SASCO, Omaha, NE) female retired breeder rats (6 mo old and 331 ± 28 g). The rats were individually housed in wire cages (20 × 24 × 18 cm) and provided food and water ad libitum. All procedures were approved by the University's Institutional Care and Use Committee.
Seventy rats were randomized by body weight to a control (nonloaded)
group or six treatment groups (right leg loaded). External mechanical
loads were applied to the lower right leg with a rat tibia four-point
bending device (1, 20, 21). The upper pads in the loading
device were 10.5 mm apart and centered between the lower pads, which
were 22 mm apart. The maximal bending region was between 3.5 and
14 ± 0.5 mm proximal to the tibia fibular junction
(20). An external force of 25 or 30 N was applied in a
sinusoidal pattern at 2 Hz for 3 days/wk for 3 wk to create lateral
periosteal compressive strains of 800 and 1,000 µ
and endocortical
strains of 600 and 800 µ
, respectively. Loads were applied at each
force at 40, 120, or 400 cyc.
All rats were administered an intraperitoneal Calcein (8 mg/kg; Sigma Chemical, St. Louis, MO) injection 10 and 3 days before death. Rats were anesthetized and killed by intracardiac injection (0.1 ml FatalPlus, Vortech Pharmaceuticals, Dearborn, MI). The right tibiae were collected from all rats and the left tibiae from one loaded group (nonloaded leg from 25 N and 40 cyc). The left (nonloaded) leg was collected as a control for the systemic effects of ether and handling. Bones were fixed in 70% ethanol, block stained in Villanueva stain (31), dehydrated in ethanol and acetone, and embedded in methyl methacrylate (2). Cross sections were cut 5-7 mm proximal to the tibia-fibular junction at 120-µm thickness on a low-speed diamond wheel saw (model 2680, South Bay Technology, Temple City, CA) and ground to 90-µm thickness for mounting. Two sections from each tibia were blind coded and analyzed, and their data were averaged.
Periosteal and endocortical surfaces were digitally traced with a microscope, camera lucida, graphics pad, and the BIOQUANT semi-automated image analysis system II (R&M Biometrics, Nashville, TN). Measurements included cortical area, woven bone area, periosteal and endocortical perimeter, double and single calcein-labeled perimeter, and woven bone perimeter. Woven bone was identified by irregular diffuse labeling patterns. Interlabel width (IrL.Th) was directly measured at equal intervals between all double calcein labels. The length of each unique type of surface [single calcein labeled (sLS), double calcein labeled (dLS), and woven bone bearing (WoS)] was reported as a percent of the total bone surface (BS). Formation surface (FS) was the sum of the three unique forming surfaces [(sLS/2 + dLS + WoS)/BS × 100]. Mineral apposition rate (MAR) was calculated at all dLS sites as the distance between labels divided by interlabel time (Ir.LWi/7 days). Surface-based bone formation rate (BFR) was calculated as MAR × FS/BS (17). When woven bone was present, then total BFR was the sum of lamellar BFR [(0.5 × sLS + dLS)/BS × MAR] and woven BFR (woven bone area)/21 days.
Strain (in µ
) on the lateral tibial surface during four-point
bending was calculated from an equation based on cross-sectional moment
of inertia, beam-bending theory, and previous in vivo strain gauge
measurement (1). Cross sections were traced at ×20, and the moment of inertia about the anterior-posterior axis was computed with SECTION (Biomechanics Lab, Creighton Univ., Omaha, NE) on a VAX
Station 2000 computer. Medial periosteal strains were calculated as
40% greater than lateral strains based on finite element mapping of
strain distribution, moment of inertia, and load-application angle
(1). The loaded leg estimated strain after 3 wk of loading.
Two control groups (right nonloaded control and nonloaded left from 25 N and 40 cyc) were used to 1) control for the stress of animal handling and ether exposure and 2) double the size for statistical analysis. Consistent with previous studies (21, 25, 28), no differences between groups were found by Student's t-test (P > 0.09, power = 0.5), and the data were pooled to form a single control group (n = 19). Differences between loaded legs because of load magnitude and cycle number were tested by two-factor ANOVA (P < 0.05). Differences because of cycle number within loads were tested by Newman-Keuls post hoc tests using the pooled control group (P < 0.05). As a secondary analysis, multiple regression analysis was used to determine the relationship of bone response to cycle number and strain magnitude.
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RESULTS |
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During the course of the study, three rats died, leaving nine rats
in each of the 400-cyc groups and in the control group. Animal weights
did not vary significantly during the study, and the tibial
cross-sectional area and moment of inertia were not different among
groups (data not shown). Estimated from regression equations using
moment of inertia (1), the periosteal lateral strains
(compressive mean ± SD) in the loaded legs averaged
807 ± 140 µ
in the 25 N group and
1,029 ± 148 µ
in the 30 N
group. Medial (tensile) strains were estimated to be 40% larger with 1,130 µ
at 25 N and 1,440 µ
at 30 N. Endocortical strains
averaged 25% lower than the periosteal strains with strains of 600 to
1,080 µ
at 25 and 30 N, respectively. The lateral surface strain
rate averaged
3,200 µ
/s at 25 N and
4,000 µ
/s at 30 N. In
adult rats, sham loading without bending does not create a periosteal response to 36 cyc at forces below 35 N (21, 29). Although it is possible that, at the higher repetitions, soft tissue compression may have been a factor, no tissue swelling or injury was noted after
loading or at the time of collection in the current study.
Load magnitude.
Periosteal bone formation was greater at 30 than at 25 N applied force
(Fig. 1). In the loaded leg at each cyc
(40, 120, 400), FS was more than twofold greater at 30 than at 25 N applied load (P < 0.03). Mineral
apposition rate was 60% higher at 30 than at 25 N. Woven BS was
fivefold greater at 30 than at 25 N for 400 cyc (P = 0.002) and tended to be greater for 120 cyc (P = 0.08)
but not different at 40 cyc (Fig. 2). The
net effect of loading at 30 N was at least a threefold greater total
BFR than at 25 N for 120 and 400 cyc of applied load (P < 0.003), but there was no difference in formation at 40 cyc (Fig. 1).
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Cycle number. At the lowest force (25 N) periosteal FS was greater at 400 cyc than at 40 cyc (P = 0.008; Fig. 1). Periosteal woven bone was absent at 0 and 40 cyc and represented up to 3% of the surface at 120 and 400 cyc (Fig. 2). At 25 N, total BFR was greater at 400 cyc than at 0 (control) or 40 cyc (P < 0.03). At the highest force (30 N), periosteal FS and MAR were greater at 120 and 400 cyc than at 0 cyc and greater at 400 cyc than at 40 cyc (P < 0.01). All cycle levels showed some periosteal woven bone formation, but it was significantly greater at 400 than at 0 or 40 cyc (P < 0.02). At 30 N, total BFR was greater at 120 and 400 cyc than at 0 or 40 cyc (P < 0.005; Fig. 1).
For the periosteal surface, regression analysis showed that cyc accounted for 25% of the variation in periosteal FS in the 25 N load group and 19% of the variation in the 30 N group. Individually, cycle number and strain magnitude were significant predictors of formation (P < 0.005), and, when combined, they accounted for 37% of the variation in FS (P < 0.001). BFR was more variable, such that cycle number and strain magnitude combined accounted for only 29% of the variation (P < 0.001). There were no endocortical loading effects seen at 25 N for any cyc or at 30 N and 40 cyc (Table 1). Mineral apposition rate did not vary with cyc and was not different from control. At 30 N, applied load, endocortical FS, and BFR were greater with 120 or 400 cyc than with 0 or 40 cyc (P < 0.05). Woven bone, measured on the endocortical surface as nonlamellar bone formation, was greater at 30 N and 400 cyc than at 0 or 40 cyc (P < 0.004). Although uncommon, endocortical woven bone is seen occasionally in control legs and at low loads in our laboratory. It is normally associated with high bone formation and in regions of rapid MAR.| |
DISCUSSION |
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The bone response to external mechanical loading increased in this study with increases in number of applied cyc and load magnitude. From previous studies, we know that the loading response in the rat tibia four-point bending device is periosteal modeling or formation with no evidence of resorption (4, 9). In this study, a greater number of cyc was required to stimulate formation at low force than at high force with 400 cyc required at 25 N and 120 cyc at 30 N. There was a pattern of increased FS with increased cyc, which was confirmed by regression analysis. As predicted from previous work, for the effective cyc (i.e., 120 and 400), the formation response was greater at 30 N than at 25 N.
The strain magnitudes during loading in this study were low compared with our laboratory's previous studies (10). The primary variables in this and our laboratory's other studies have been peak strain magnitude and cycle number; because all of our laboratory's studies have used a sinusoidal load application at 2 Hz, average strain rates were four times maximal strains. The strains around the circumference of the tibia vary in magnitude and direction, depending on location relative to the neutral bending axis. Our laboratory's previous studies have shown that the formation response depends on strain magnitude when cyc is constant at 36 cyc and 2 Hz (10, 20, 21).
Two independent studies with external loading have demonstrated a
strain threshold for activation of bone formation based on regression
analysis. In the turkey compression model, the threshold for bone
density change was 1,000 µ
at 100 cyc and 1 Hz (2,000 µ
/s)
(22). In the rat four-point bending model, the threshold for BFR was
1,050 µ
at 36 cyc and 2 Hz (4,200 µ
/s)
(29). Although the threshold may be 1,000 µ
, our
laboratory's previous studies at 36 cyc suggest that detectable
effects on bone may not occur below strain ranges of
1,200 to 1,600 µ
(4,800 µ
/s) (10, 20, 21). Compressive strains
from 1,200 to 1,500 µ
on the lateral surface increased MAR and
woven bone but not FS length. In the same studies, tensile strains from
1,650 to 2,150 µ
on the medial surface increased both formation
rate and surface lengths with 36 cyc. In the current study, strains at
25 N were 50% lower but, with 400 cyc, showed an increase in BFR.
Strains at 30 N in this study were 33% lower with no response at 40 cyc but a strong response at 120 and 400 cyc. Taken together, our laboratory's studies suggest that to increase periosteal BFR at least
400 cyc are required when forces create strain ranges of
800 to 1,100 µ
(3,200 µ
/s), 120 cyc for
1,000 to 1,400 µ
(4,000 µ
/s), and 36 cyc for
1,200 to 1,600 µ
(4,800 µ
/s). This apparent variation in bone activation with cycle number is consistent with high-frequency loading at 30 Hz for 108,000 cyc in
which the strain threshold was only 100 µ
(6,000 µ
/s)
(18). Although, in our study, cycle number accounted for
19-25% of the variation in formation, a greater range of forces
and cyc are needed to confirm the apparent relationship between minimal
effective strain and cyc and to establish the relationships proposed by Whalen et al. (32).
In contrast to Rubin and Lanyon's earlier work (23), we
found that, at submaximal loads, increasing cyc above 40 cyc
effectively increased the bone response. These results are consistent
with Whalen's model for bone adaptation where the impact of cyc
increases as strain magnitude decreases (32). If
applicable to exercise models, then physical activities that create
less than 1,000 µ
may be effective for increasing bone formation
if performed at an appropriate frequency for a sufficient number of repetitions.
The maximal strains created during exercise are relatively low in
physically active adults. In a human strain gauge study, Burr et al.
(6) found that compressive and tensile maximal tibial
strains ranged from 400 µ
during walking to <1,000 µ
with
running at the measured sites. This is consistent with earlier reports
(13). Zigzag running up- and downhill created the highest strains, which reached 1,226 µ
in compression and 2,000 µ
in shear. Although these regional surface strains approach the strain activation thresholds from low-frequency animal loading studies (22), the conclusions from loading models must be
cautiously interpreted for humans because these models create unique
strain distribution patterns (29).
In human adults, although exercise may be an excellent method for maintaining bone mass, it appears to be a very difficult method for increasing bone mass (3, 11). Cross-sectional studies show that years of intense athletic training with high force generation for countless repetitions is associated with high bone mass. The greatest bone mass is seen in athletes competing in sports that require high power generation, such as gymnastics and power lifting (8, 27). The bone response to a given load depends on 1) strain magnitude that is based on previous bone adaptations and 2) the interaction of strain magnitude, frequency, rate, distribution, and repetitions. In animal loading models, bone adapts within months to new loads showing transient increases in bone formation resulting in small regional increases in bone area (9, 19). Given the 1-2% detection limit for dual-energy X-ray absorptiometry and limitations on measurement sites relative to loading sites, it is understandable that long-term, high-power activities with maximal force generation, such as jumping and weight lifting, are prescribed in studies to detect significant bone effects of exercise.
When cycle number is extremely high and intense loads are applied several hundred times a day for several weeks, as occurs in military training, an almost pathological response has been measured with up to 11% bone gain in 14 wk (14). More traditional responses to exercise have been reported as a 2.2% increase in tibial BMD after 15 wk of basic training (7) or, in gymnasts, as a 2.8% increase in BMD at the spine and a 1.6% increase at the femoral neck after 8 mo of training (26) or, in men, as a 2% increase in BMD at the spine (not significant) and a 3.8% increase at the femoral neck after 16 wk of strength training (15). Most adults are not willing or able to commit to repetitive high-intensity exercise, and forceful activities may not be safe for individuals at risk of osteoporotic fracture. However, animal studies have shown that walking 20 min/day (~1,200 cyc) can activate bone formation in very sedentary animals (19) and that very low force applied for 20 min/day at 30 Hz (36,000 cyc) can maintain bone mass (24). Those studies, along with the current data, suggest that high forces are not required if cyc are high and the other strain components (frequency, rate) are appropriate.
This study has shown that bone adaptation to loading is dependent on strain magnitude (rate) and the number of cyc at low frequency. The data from this study, combined with others, supports the hypothesis that, as applied force and strain increases, the number of cyc required to initiate bone formation decreases. Future studies are needed to confirm our results at lower forces and higher cyc. The more difficult task will be to design and test exercise prescriptions of low to moderate intensity and high cyc that would be appropriate for older adults and beneficial to bone.
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ACKNOWLEDGEMENTS |
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We thank Debra Smith for assistance in loading and section preparation.
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FOOTNOTES |
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This work was supported by grants from the National Institute of Arthritis and Musculoskeletal and Skin Diseases (AR-39221 and AR-08144) and Health Future Foundation.
Address for reprint requests and other correspondence: D. M. Cullen, Osteoporosis Research Center, Creighton Univ., 601 North 30th St. #5766, Omaha, NE 68131 (E-mail: dcullen{at}creighton.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 2 August 2000; accepted in final form 25 June 2001.
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R A Santos-Rocha, C S Oliveira, A P Veloso, M Espanha, and R Dyson Osteogenic index of step exercise depending on choreographic movements, session duration, and stepping rate * COMMENTARY * COMMENTARY Br. J. Sports Med., October 1, 2006; 40(10): 860 - 866. [Abstract] [Full Text] [PDF] |
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A. Zumwalt The effect of endurance exercise on the morphology of muscle attachment sites J. Exp. Biol., February 1, 2006; 209(3): 444 - 454. [Abstract] [Full Text] [PDF] |
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