Vol. 91, Issue 6, 2431-2441, December 2001
HISTORICAL PERSPECTIVES
From Belfast to Mayo and beyond: the use and future of
plethysmography to study blood flow in human limbs
Michael J.
Joyner,
Niki M.
Dietz, and
John T.
Shepherd
Departments of Physiology and Biophysics and Anesthesiology,
Mayo Clinic and Foundation, Rochester, MN 55905
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ABSTRACT |
Venous occlusion
plethysmography is a simple but elegant technique that has contributed
to almost every major area of vascular biology in humans. The
general principles of plethysmography were appreciated by the late
1800s, and the application of these principles to measure limb blood
flow occurred in the early 1900s. Plethysmography has been instrumental
in studying the role of the autonomic nervous system in regulating limb
blood flow in humans and important in studying the vasodilator
responses to exercise, reactive hyperemia, body heating, and mental
stress. It has also been the technique of choice to study how human
blood vessels respond to a variety of exogenously administered
vasodilators and vasoconstrictors, especially those that act on various
autonomic and adrenergic receptors. In recent years, plethysmography
has been exploited to study the role of the vascular endothelium in
health and disease. Venous occlusion plethysmography is likely to
continue to play an important role as investigators seek to understand
the physiological significance of newly identified vasoactive factors
and how genetic polymorphisms affect the cardiovascular system in humans.
muscle blood flow; skin blood flow; sympathetic nerves; nitric
oxide; vasodilation
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INTRODUCTION |
AFTER NEARLY 100 YEARS OF use, venous
occlusion plethysmography remains a powerful tool to study limb blood
flow in humans. In recent years, this technique has been
exploited to study the role of the vascular endothelium in health and
disease (14, 18, 20, 23, 28, 30, 31, 34-38, 41, 42, 44, 50, 51, 58, 60, 61, 65-67, 93, 94, 109). Before the
"endothelial era" of vascular biology, plethysmography was
instrumental in studying the role of the autonomic nervous system in
regulating limb blood flow in humans (3, 47, 82,
83). Plethysmography has also been important in studying
the vasodilator responses to a variety of phenomena, including
exercise, ischemia (reactive hyperemia), body heating, and
mental stress (8, 51, 82, 83). In this historical
perspective, we will focus on the development of plethysmography
as a technique and highlight some of the key observations made using
it. Areas of particular interest include how the autonomic nerves
govern limb blood flow and physiological stimuli that are associated
with marked limb vasodilation. These stimuli include syncope, mental
stress, body heating, exercise, and reactive hyperemia. Many of the
observations discussed were made before 1966 and are not readily
retrievable on computer-based searches of the medical literature. We
also comment on the future utility that this simple but powerful
technique is likely to have in the era of genomics and molecular medicine.
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PRINCIPLES AND BRIEF HISTORY OF VENOUS OCCLUSION PLETHYSMOGRAPHY |
The general principles of plethysmography were appreciated by the
1800s, and this technique was first used by Brodie and Russell (13) to measure organ blood flow in 1905. The general idea
behind venous occlusion plethysmography is that a "collecting" cuff
is inflated around the upper arm or thigh to a pressure less than diastolic so that arterial inflow to a limb continues whereas venous
outflow is obstructed. Under these circumstances, the limb "swells," and the volume of the limb increases. If the veins of the
limb under study are relatively empty by positioning them above
"phlebostatic" (i.e., heart) level, the rate of increase in limb
volume is thought to be proportional to the rate of arterial inflow.
In 1925, Lewis and Grant (59) developed a water-filled
plethysmograph. With the use of this technique, the forearm was placed in a vessel, and water-tight seals were made at either end. The rate of
blood flow was estimated based on the water displaced from the
plethysmograph. This technique was in wide use throughout the 1930s and
1940s and required some interesting adaptations to make it work. First,
sealing the forearm within the plethysmograph was always challenging,
and, second, it was necessary to keep the water temperature in the
plethysmograph at 34-35°C. This was accomplished by applying a
Bunsen burner to the metal jacket while stirring the water with a bulb
syringe attached to the plethysmograph. An excellent and detailed
description of plethysmography as it developed up to the early 1950s is
contained in the classic "Monograph #1 of the Physiological Society
by Barcroft and Swan" (Ref. 8; Fig.
1). Water plethysmographs were later
improved by Greenfield et al. (43), who inserted a rubber
sleeve inside the plethysmograph, thus eliminating the need for sealing
the plethysmograph to the skin.

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Fig. 1.
Schematic drawings of water-filled forearm (A)
and hand (B) water plethysmographs. When the collecting cuff
is inflated to a pressure less than diastolic, the volume of the
forearm or hand increases and displaces water. The volume of the water
displaced over time is proportional to the flow. A float in the
apparatus was used to mechanically transduce the change in volume so
that it could be recorded on a smoked drum. A thermometer was placed in
later versions of the water-filled plethysmographs so that the water
bath temperature could bead at 32-34°C. This was ensured by
placing the entire device over a Bunsen burner and agitating the water
inside the plethysmograph with a bulb syringe. A variety of
other plethysmographs have been developed (for details, see
Refs. 9, 43, 80,
86, 108). [From Barcroft and Swan
(8).]
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Whitney (108) subsequently developed circumferential
mercury-in-Silastic strain gauges, which are still commonly used. A thin Silastic tube is filled with mercury, and a small electric current
is passed through the mercury. When the veins are occluded and the limb
expands, the Silastic is stretched, which reduces the diameter of the
tubing and increases the electrical resistance. Properly calibrated,
the change in electrical resistance has a linear relationship with
change in forearm circumference and hence provides an estimate of
volume and flow. Originally, mercury-in-Silastic strain gauges were
calibrated mechanically with holders containing screws that could be
tightened or released to cause a known change in the length of the
gauge. More recently, electronic techniques have been developed that
permit easier calibration (46).
Because the early investigators did not have access to laboratory-based
computers and advanced calculators, the initial formula used to
estimate changes in forearm volume from changes in strain-gauge length
used simple arithmetic and assumed the forearm was a cylinder. However,
these simple assumptions have proven to be remarkably valid over a wide
range of flows (43, 70, 108).
Another type of plethysmograph that has been used is the Dohn
plethysmograph, which is a small, air-filled latex cuff that is placed
on the distal portion of the limb under study. These cuffs are lightly
inflated, and the change in volume seen during venous occlusion causes
a rise in pressure in the cuffs that is proportional to the flow. A
number of studies have compared mercury-in-Silastic and air-filled
plethysmographs, and for most uses they appear to be nearly equivalent
(70, 86).
In addition to mechanical techniques, techniques that rely on
changes in the electrical impedance of limb tissues in conjunction with
venous occlusion can be used to estimate limb blood flow. With
impedance plethysmography, a small current is passed through the limb,
and, as blood fills the limb during venous occlusion, the impedance to
the flow of current declines (80).
The issue of the "absolute" validity of plethysmography vs. other
techniques is difficult to assess definitively. Indicator dilution
techniques and ultrasonic approaches have limitations, and, short of
timed collections of venous effluent, there is no absolute "gold
standard" for measuring limb blood flow in humans. However, when
Longhurst and colleagues (63) compared plethysmography with brachial artery electromagnetic flow probes during forearm exercise in humans, they found a high correlation (~0.80) between the
two techniques, except at very high flows when plethysmography tended
to provide a higher estimate, perhaps because of its ability to measure
flow to the skin and collateral vessels that are not fed by the
brachial artery.
Additionally, a high correlation (r2 = 0.87-0.98) between Doppler ultrasound of the brachial artery and
venous occlusion plethysmography across a wide range of flows was found
by Tschakovsky and colleagues (101). In this context,
plethysmography remains an ideal technique to use in obtaining accurate
and repeatable measurements of forearm or calf blood flow occurring
over multiple cardiac cycles. Ultrasound techniques clearly offer
advantages when beat-to-beat estimates of flow are desired
(101). However, ultrasound can be variable, and absolute
values of flow are dependent on the angle of insonation (104). Additionally, indicator dilution techniques have
greater utility in exploring blood flow to larger tissue volumes, such as the leg, or circulations not readily modeled as cylindrical, such as
the splanchnic (2).
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THE SYMPATHETIC NERVES AND FOREARM BLOOD FLOW |
A variety of important observations on how the autonomic nervous
system controls blood flow in human limbs were made in the 1930s and
1940s by Henry Barcroft and his colleagues at The Queen's University
in Belfast, Northern Ireland. Barcroft began human studies during that
time as a result of the activities of antivivisectionists (75). By using local anesthetics to block the nerves to
the forearm, he demonstrated that there was tonic vasoconstrictor tone
to limbs in humans (Ref. 4; Fig.
2). Barcroft also studied patients after
surgical sympathectomy, which was a common procedure to increase blood
flow to the extremities or to treat hyperhydrosis. In patients
undergoing sympathectomy, he showed that there was an initial, marked
increase in limb blood flow but that the flow returned to normal over
several weeks' time (Ref. 9; Fig.
3). Interestingly, the mechanisms
responsible for the return of flow are still not completely understood.
Early explanations include a return of myogenic tone and a long-term
autoregulatory effect. More recently, the possibility that intact
sympathetic innervation to a limb is required to achieve normal
endothelial function has arisen; thus the return of tone might be
associated with a progressive loss of endothelial nitric oxide synthase
activity after sympathectomy (1).

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Fig. 2.
Original plethysmographic tracing of forearm blood flow
measured in both forearms of the same subject simultaneously. Top
trace is from the control side (C) and represents normal resting
forearm blood flow. Bottom trace shows much steeper
plethysmographic tracings of flow and was recorded from the
contralateral arm (T) after the deep nerves had been blocked with
local anesthetics. This figure demonstrates that human limbs are under
the tonic control of sympathetic vasoconstrictor fibers. (From a
demonstration made at the British Physiological Society in 1941, published in Ref. 8.)
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Fig. 3.
Return of tone after sympathectomy. In the 1940s and
1950s, surgical sympathectomies to the upper extremity (and
occasionally to the leg and foot) were performed for a variety of
conditions. This figure shows the effects of the sympathectomy on the
hand blood flow. The day after the sympathectomy hand flow increased
dramatically. However, the flow tended to return toward baseline over
the subsequent 2 wk. The mechanisms responsible for this return of tone
remain unknown. [From Barcroft and Walker (9).]
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Barcroft and Edholm (7) also studied the contribution of
sympathetic nerves to the marked vasodilation seen in human limbs during syncope. These studies were conducted as part of a series of
investigations aimed at better understanding blood pressure regulation
and "circulatory shock" in combatants during World War II. In these
studies, they confirmed that marked vasodilation in the limbs was a key
element of a syncopal response and that this dilation required intact
autonomic nerves. This led them to postulate the existence of
vasodilator nerves in the human forearm. It has more recently been
shown, however, that the vasodilation associated with syncope is not
diminished when sympathetic nerve activity to the forearm is
pharmacologically blocked (24). Thus, whereas the key
contribution of vasodilation in the skeletal muscles to the fall in
blood pressure associated with syncope is now unchallenged, the idea
that sympathetic vasodilator nerves are responsible appears less likely
(24, 52, 62, 91, 105). One idea that has received
attention is that the dilation is due in part to
2-receptor stimulation resulting from a rise in
circulating epinephrine (79). Additionally, a variety of
investigators have used microneurographic techniques to measure
sympathetic traffic to muscle and have shown profound sympathetic
withdrawal at the onset of syncope (91, 105).
As is the case with vasovagal syncope, the limb blood flow responses to
mental stress have also been investigated using plethysmography in
humans (11, 25, 74). In some of the original studies conducted on this topic before the advent of strict human subject regulations, a variety of seemingly extreme psychological tactics were
used to evoke the stress (74). Under these circumstances, forearm blood flow could increase >5- to 10-fold. This increase in
flow appeared to be confined primarily to the muscle and was at least
partially sensitive to atropine and absent in surgically sympathectomized limbs (11, 74). As was the case with
syncope, these observations led to the general conclusion that there
were sympathetic cholinergic vasodilator nerves in humans. These nerves would be similar to the sympathetic cholinergic dilator nerves in
muscle of animals, which are responsible for the "defense
reaction." Although these nerves have not been identified on a
histochemical basis in humans, the similarity to the physiological
responses to mental stress in humans and the "defense reaction" in
animals were thought to provide evidence for their existence (for
discussion, see Ref. 52). More recently, plethysmography
has been used to demonstrate that the forearm vasodilator responses to
mental stress are largely nitric oxide dependent and are probably not
the result of neurally mediated dilation (Ref. 25, 73;
Fig. 4).

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Fig. 4.
This figure demonstrates that plethysmography is still a
useful technique to investigate vascular biology in conscious humans.
Studies in the 1950s suggested that there could be marked cholinergic
vasodilation in human limbs during sympathoexcitatory maneuvers. In
this study, Dietz and colleagues (25) demonstrated that
administration of the nitric oxide synthase inhibitor
NG-monomethyl-L-arginine
(L-NMMA; top trace) blunted the forearm
vasodilator responses to mental stress in humans. Early studies in
humans suggested that this dilator response was due to activation of
sympathetic vasodilator nerves, but these findings have recently been
challenged. It appears that local mechanisms might evoke nitric oxide
release during mental stress in humans and cause the forearm
vasodilation (52). [From Dietz et al.
(25).]
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Several other fundamental observations concerning the nature of how
autonomic nerves regulate blood flow in human limbs were made in the
1940s and 1950s, many of these by Dr. Barcroft's protégés. These include evidence of sympathoinhibitory cardiopulmonary receptors in humans (76). In these studies, forearm vasodilation was
seen when central venous pressure was increased by leg raising. Because the forearm dilation was absent after nerve block, it was reasoned that
this maneuver caused sympathetic withdrawal (Fig.
5).

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Fig. 5.
Effects of leg raising with and without tourniquets on
forearm blood flow. During period a, the subject's legs
were lifted, and the forearms were vasodilated. During period
b, this maneuver was repeated, except thigh cuffs were placed
around the legs, thus preventing translocation of fluid from the
extremities to the central circulation. During this intervention, no
rise in forearm blood flow is noted. During period c, the
legs and trunk were lifted, and the forearm dilation was greater than
that seen during period a. During period d, a
venous congesting cuff was inflated around the neck to demonstrate that
venous congestion of the head during periods a and
b did not cause the vasodilation. The forearm vasodilation
seen during leg raising could be abolished by local nerve block. These
data were some of the first to suggest that there were
sympathoinhibitory cardiopulmonary receptors in humans that were
sensitive to central blood volume. [From Roddie et al.
(76).]
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Beginning in the 1930s, key studies were also performed on the role of
the autonomic nerves in evoking skin vasodilation during whole body
heating in humans (29, 40, 78). These studies showed that
the rise in limb blood flow during body heating was confined to the
skin, and evidence for an active cutaneous vasodilator system in human
skin was established. This means that plethysmographic measurements of
whole forearm blood flow could serve as a reasonable surrogate for
changes in skin blood flow. With the use of this approach, it was also
shown that the active dilator system was not a sympathetic cholinergic
one (Ref. 77; Fig. 6).
However, the exact nature of the dilator substance was not identified
in a variety of studies in the 1950s, 1960s, and 1970s. One often-cited proposal was that bradykinin was produced as a result of the metabolic activity of the sweat glands during hyperthermic conditions, but strong
experimental evidence in support of this hypothesis is lacking
(33). Recent studies on this topic, some of which have used plethysmography in conjunction with laser Doppler techniques to
measure the skin blood flow, have demonstrated that nitric oxide plays
a modest but not obligatory role in the marked cutaneous vasodilation
during body heating in humans (53, 54, 81). Experiments
using similar techniques have provided evidence that some substance(s)
cotransmitted with the sympathetic cholinergic nerve responsible for
sweating might be the factor(s) that contributes to cutaneous
vasodilation during body heating in humans (55).

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Fig. 6.
During body heating, there can be marked neurally
mediated cutaneous vasodilation in the skin. This dilation is an active
process mediated by sympathetic dilator nerves. However, the nature of
the substance released by the nerves remains unknown. In the 1950s,
Roddie and colleagues (77) demonstrated that acetylcholine
(ACh) was not responsible for the dilation. In this figure, subjects
underwent general body heating while forearm blood flow was measured in
both arms. A brachial arterial catheter was placed in one arm. Solid
squares under the records of flow indicate times in which ACh was
injected into the brachial artery. Hatched squares indicate times when
the forearm was treated with atropine. Solid circles represent the
treated arms; open circles represent the contralateral control arms.
The key finding from this and related studies was that, when atropine
was given in sufficient quantity to block both sweating and the dilator
responses to ACh, the forearm (cutaneous) vasodilation associated with
general body heating was delayed slightly and blunted by ~20%.
However, most of the dilator response was still present. Recent studies
from several laboratories suggest that nitric oxide might play a role
in this dilator response, but that is not obligatory. The best current
evidence is that some unknown factor that is cotransmitted with ACh
from the sympathetic cholinergic nerves that govern sweating might
contribute to the marked cutaneous vasodilation during body heating in
humans. [From Roddie et al. (77).]
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PLETHYSMOGRAPHY AND THE BLOOD FLOW RESPONSES TO EXERCISE |
Venous occlusion plethysmography has played an important role in
understanding the limb blood flow (skeletal muscle) responses to
exercise in humans. Several fundamental observations have been made
using this technique. First, contractions can mechanically compress
blood vessels in muscle and restrict the flow so that most of the flow
occurs when the muscles are relaxed (6, 39). Second, the
possible contribution of the muscle pump in promoting high muscle blood
flows during exercise was also identified (5). Third, a
single, brief contraction can evoke a large increase in skeletal muscle
blood flow (22). Fourth, the rise in blood flow appears to
be graded so that, with increasing exercise intensity, the muscle blood
flow responses increase proportionally (Ref. 10; Fig.
7). Fifth, plethysmography has also been
used by investigators to provide evidence that sympathetic
vasoconstrictor nerves can restrain blood flow to active tissues
(90, 93, 109). The extent to which this occurs or to which
there is "functional sympatholysis" has been controversial since
the late 1960s, and the debate shows no signs of waning. More recently,
the peak calf blood flow response after ischemic calf exercise
has been shown to be closely associated with maximal whole body oxygen
uptake in humans across a wide range of fitness categories and ages
(92). It should also be noted that, whereas
plethysmography has shown that blood flow to exercising muscle can
increase 10- to 20-fold, later studies using thermodilution techniques
suggest that blood flow to active human muscles can increase 50- to
100-fold (2)! Such large increases in flow with exercise
are not seen with plethysmography for a variety of reasons, including
the fact that the measurements are made during brief pauses in the
contraction and because the limb is typically above heart level;
therefore, the perfusion pressure is lower.

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Fig. 7.
Early observations on exercise intensity and blood flow to
contracting muscles. In this experiment, Black (10)
instrumented subjects with strain gauges that could be worn during
walking. The subjects' blood flow was then measured immediately after
bouts of walking at various speeds. As the speed of the walk increased,
the blood flow responses after exercise increased. In subsequent years,
more invasive measurements of blood flow have demonstrated that the
dilator response to contraction can cause blood flow to active muscles
to increase by 50- to 100-fold above rest (2).
A: results from 1 subject. B: results from 5 subjects. MPH, miles/h. [From Black (10).]
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Plethysmography was also used in a variety of early experiments in an
attempt to understand the substances that might be responsible for the
marked skeletal muscle vasodilation seen with exercise. Several
interesting observations from the 1950s and 1960s include the finding
that artificially raising the baseline level of flow with brachial
arterial drug infusions had little impact on the additional rise in
flow seen with forearm contractions and the general idea that adenosine
or some adenosine-like metabolite might play a crucial role in exercise
hyperemia (27, 68). Adenosine or related metabolites were
seen as especially strong candidates because they produced sustained
dilation and did not cause any appreciable sensation when given
intra-arterially. The role of adenosine as a key mediator of exercise
hyperemia is controversial, but recent studies with microdialysis seem
to confirm an important role for this compound (45). In
these studies, microdialysis probes were placed in the quadriceps
muscles, and the concentration of putative vasodilator substances in
the interstitial space was sampled. The interstitial concentration of
adenosine during isolated quadriceps muscle exercise was similar to
that seen during femoral arterial infusion of adenosine at rates that
matched the blood flow responses to exercise (45).
The role of exercise training and endothelial factors on the blood flow
responses to contraction has also been studied with plethysmography.
When flow is measured with plethysmography during brief pauses in
contraction, both vasodilating prostaglandins and nitric oxide seem to
contribute to the dilation (28, 30, 57). However, this is
not a universal finding (110). In other studies, when
different techniques are used to measure the flow (e.g., thermodilution
or Doppler ultrasound) during contractions, the role for these
substances is less clear (71, 85). Additionally, whereas
forearm training can enhance the blood flow responses to handgrip
exercise, this enhancement does not appear to be due to an endothelial
mechanism in humans (41, 42, 87-89). By contrast, whole body endurance exercise training with the legs can augment nitric
oxide-mediated dilation in the untrained forearm, suggesting that
systemic adaptations contribute (58).
Another important exercise-related topic that has been investigated
with plethysmography is the changes in blood flow to inactive limbs
during various maneuvers. With the onset of leg exercise, there can
frequently be a brief period of vasodilation in the forearms followed
by vasoconstriction (98). This early dilation occurs in
the forearm skeletal muscle and is probably the result of increased
venous return evoking reflex suppression of muscle sympathetic nerve
traffic (72). Thereafter, as core temperature increases
above a threshold value, there is forearm vasodilation that is confined
to the skin. This dilation is similar to that seen with passive
heating, except that the threshold temperature for vasodilation is
shifted to a higher value and the slope of the core temperature vs.
blood flow response is unchanged (48, 99, 106).
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PLETHYSMOGRAPHY AND REACTIVE HYPEREMIA |
Reactive hyperemia has also been studied extensively using venous
occlusion plethysmography. The classic concept is that both metabolic
and myogenic autoregulation contribute to reactive hyperemia. In this
context, early studies showed that, as the period of ischemia increased up to ~5 min, the peak forearm blood flow response after the restoration of flow increased. When the period of
ischemia was longer, there was little further increase in peak
flow, but the rate of decay of the hyperemia was slower the longer the
period of ischemia (69). It was also demonstrated
that the total flow during the hyperemic period was far in excess of
that required to repay any metabolic debt incurred during the
ischemia (Ref. 69; Fig.
8). Finally, as is the case with
exercise, plethysmography has been used to study factors that might
mediate reactive hyperemia. Inhibition of vasodilating prostaglandins
reduces the peak flow after release of ischemia, whereas
nitric oxide appears to play a minimal role if the changes in
baseline blood flow caused by inhibition of nitric oxide synthase are
considered (15, 16, 30, 31, 57, 96).

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Fig. 8.
Venous occlusion plethysmography
has been used for more than 50 years to investigate the mechanisms
responsible for reactive hyperemia. Typically, the forearm or calf is
studied. In this classic figure, forearm blood flow was measured in
both arms (open and solid circles) of the same subject. A:
resting flow was 3-4 ml · 100 ml 1 · min 1. B: the arm
cuffs were then inflated to 250-300 mmHg so that both forearms
became ischemic. The occlusion lasted for 5 min. When flow was
restored, 1 brachial artery was compressed so that blood flow was
"clamped" at the resting levels (open circles). In the other
forearm (solid circles), the normal reactive hyperemia response was
observed. This figure shows a roughly 10-fold increase in flow after
occlusion was released followed by a rapid decay over 2-3 min. In
contrast, compression of the right artery and "clamping of the
flow" was not followed by any hyperemia. This observation was seen as
evidence that the magnitude of the hyperemic response after
ischemia was not related to some metabolic event occurring in
the muscle during the period of ischemia, and it challenged the
idea that reactive hyperemia represented some sort of metabolic- or
oxygen-sensitive "debt" or repayment. [From Blair et al.
(12).]
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Reactive hyperemia has also been useful in establishing "maximal"
vasodilator and "minimal" vascular resistance responses in human
limbs. This approach has proved important in evaluating structural as
opposed to vasomotor changes in the circulation in conditions such as
hypertension and heart failure (97, 111). In this context,
Kenney and colleagues (56) found that the cutaneous blood
flow responses to exercise in the heat were blunted in untrained hypertensive subjects in a manner that suggested either reduced vasodilator nerve traffic to the skin or augmented vasoconstrictor tone.
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VENOUS OCCLUSION PLETHYSMOGRAPHY AND THE PHARMACOLOGY OF HUMAN
BLOOD VESSELS |
Venous occlusion plethysmography has also been used extensively in
conjunction with brachial arterial infusion of drugs to study the
pharmacology of blood vessels in humans. Studies with substances such
as epinephrine, norepinephrine, serotonin, and their synthetic
derivatives, along with adenosine and adenosine-containing compounds,
were all conducted in the 1950s and 1960s. Histamine, vasopressin,
oxytocin, and bradykinin were also studied (for discussion, see Refs.
8, 82, 83, 103). It
is of particular note that, by the 1950s, it was well
established that intra-arterial infusions of acetylcholine caused
marked forearm vasodilation in humans (Ref. 26; Fig.
9). This dilation was far greater than
that which was seen with sympathectomy. However, frequently in organ
chamber experiments on spiral strips of isolated blood vessels,
acetylcholine caused constriction. This observation was puzzling to
investigators at the time and was not reconciled until it was
demonstrated in the early 1980s that the endothelium, which was absent
in the spiral strips, can secrete a variety of potent vasodilating
substances in response to cholinergic stimulation (64, 82,
102).

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Fig. 9.
In the 1940s and 1950s, plethysmography was established
as a key technique to study vascular pharmacology in humans. Typically,
1 forearm was instrumented and a brachial artery catheter was inserted
for the infusion of study drugs. Early observations demonstrated that
ACh was a potent vasodilator, which could evoke massive increases in
forearm blood flow that far exceeded those seen with sympathectomy,
rivaling those seen with exercise or reactive hyperemia. The mechanism
responsible for this dilation puzzled early investigators because ACh
frequently caused vasoconstriction when applied to isolated blood
vessels in in vitro preparations. The role of ACh as a vasodilator was
resolved in the early 1980s with the discovery of
"endothelial-derived relaxing factor" and the observation that
stimulation of the muscarinic receptors in the vascular endothelium
evoked release of vasodilating factors, including nitric oxide.
A: ACh in the hand. B: ACh in the forearm.
A. D. and F. D. are the initials of the subjects. [From Duff
et al. (26).]
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Plethysmography also played a key role in establishing the actions of a
variety of early autonomic agonists and antagonists (8, 19, 83,
107). There were a number of demonstrations showing that the
vasodilator responses to substances that stimulate
-adrenergic
receptors in skeletal muscle were eliminated by administration of
-blockers (34, 49, 83).
In the 1970s and 1980s, the role of pre- and postsynaptic
1- and
2-adrenergic receptors in humans
was studied with plethysmography (47, 103). A variety of
findings were made, demonstrating that, in addition to their
presynaptic inhibitory effects, there are postsynaptic vasoconstricting
2-receptors in human limbs. Additionally, new evidence
from animals suggests that nitric oxide can blunt the vasoconstrictor
effects of postsynaptic
2-receptors and play an
important role in modulating the effects of increased
sympathetic outflow on blood flow to contracting muscles
(100).
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OBSERVATIONS IN PATIENTS WITH CARDIOVASCULAR DISEASE |
Limb vascular dysfunction with claudication has also been
evaluated extensively using venous occlusion plethysmography
(86). In patients with mild claudication, the limb blood
flow responses at rest can frequently be normal or nearly so. However,
with exercise, the normal rise in flow to meet the increased metabolic
demand of the tissue is blunted in the patients. In a classic series of
studies, Siggaard-Andersen (86) demonstrated that surgical revascularization of the limbs of patients with claudication was most
effective when the peak blood flow increased. This has also been a key
observation with drug therapy. Whereas a variety of drugs might
increase baseline blood flow, symptoms that occur with exercise only
improve if the treatment augments the blood flow to the exercising
limbs with contractions.
In congestive heart failure, Zelis and colleagues (111)
showed blunted vasodilator responses to exercise, ischemia, and
body heating. These responses could not be "normalized" by
elimination of sympathetic constrictor tone to the limbs, emphasizing
that long-term structural changes that limit vasodilation occur in blood vessels of patients with congestive heart failure
(111).
 |
RAYNAUD'S |
Over a century has passed since Maurice Raynaud described the
attacks of digital ischemia, most common in females, that
result from exposure to a cold environment and are sometimes
facilitated by an emotional disturbance (84).
Whereas Raynaud believed that the ischemia was due to excessive
activity of the sympathetic nerves to the digital vessels, Thomas Lewis
proposed that a local fault was the cause, because of his observations
that typical attacks still occurred after surgical sympathectomy and
that vasospasm occurred in a single finger with local cooling
(84). In 1963, using venous occlusion
plethysmography to measure the blood flow to the hand, it was concluded
that the vasospasm was due to hypersensitivity of the arterial vessels
to local cold, exacerbated by the normal increase in sympathetic
outflow that occurs on exposure to a cold environment
(84). However, today it seems that many disturbances are
involved, including changes in the receptors located on the sympathetic
nerve terminals and/or on the vascular smooth muscle. In this context,
emerging evidence suggests that a subclass of postsynaptic
2-receptors on the digits that correspond to the murine
2C-subtype has enhanced activity at colder temperatures and plays a key role in the pathophysiology of Raynaud's (17, 21, 32). For the future, in addition to using venous occlusive plethysmography to measure the blood flow to the whole hand or to
individual digits, other techniques will be necessary to address the
complexity of the mechanism(s) of the vasospastic attacks (84).
 |
EFFECTS OF CARDIOVASCULAR RISK FACTORS ON "ENDOTHELIAL
FUNCTION" |
In recent years, plethysmography has been of great utility in
studies on the role of the vascular endothelium in health and disease.
In these studies, the impact of diseases, such as hypertension, hyperlipidemia, diabetes, and also normal aging, on endothelial function has been investigated by a variety of groups (14, 18, 20, 23, 35-37, 58, 65, 66, 67, 94, 95, 102). The basic
strategy is to create forearm blood flow dose-response curves to
acetylcholine in normal, age-matched control subjects and to see if
these dose-response curves are blunted with the presence of one or more
cardiovascular risk factors. When established risk factors for
cardiovascular disease are present, the dose-response curves to
acetylcholine are blunted, but the dose-response curves to the nitric
oxide donor sodium nitroprusside are normal, confirming that
endothelial dysfunction is associated with the condition in question
(Fig. 10).

View larger version (19K):
[in this window]
[in a new window]
|
Fig. 10.
Plethysmography remains a key technique in the
"endothelial" era of vascular biology. Studies using
plethysmography have evaluated the effects of various risk factors on
endothelial function in humans. The standard technique is to compare
dose-response curves between normal subjects and patients with 1 or
more cardiovascular risk factors to ACh. The concept is that, if the
vasodilator response to ACh is blunted, as is the case in these
hypercholesterolemic patients, then there might be endothelial
"dysfunction." To ensure that there is no defect in the vascular
smooth muscle, nitrovasodilators, such as sodium nitroprusside, are
infused into the brachial artery to serve as control drugs. Means ± SE are shown. [From Gilligan et al.
(37).]
|
|
 |
DOES PLETHYSMOGRAPHY HAVE A FUTURE IN THE ERA OF GENOMICS AND
MOLECULAR MEDICINE? |
Venous occlusion plethysmography is a simple but elegant technique
that has contributed to almost every major area of vascular biology in
humans, and several new areas of investigation appear ideally suited
for study using plethysmography. These include questions related to the
functional significance of many of the genetic polymorphisms of various
receptor subtypes now being identified. For example, if a variant
vasoconstricting
-adrenoreceptor is identified that is
epidemiologically associated with hypertension, will subjects with this
variant have augmented vasoconstrictor responses to
-adrenergic
agonist drugs? Similarly, will "gene therapy" approaches designed
to treat claudication increase peak calf blood flow in patients and
will the duration of the effect be sustained? Thus venous occlusion is
likely to continue to play an important role in the era of genomics and
molecular medicine.
 |
ACKNOWLEDGEMENTS |
The authors thank Janet Beckman for continued outstanding
secretarial support. We also thank the many subjects for participation in our studies and our collaborators and colleagues for help and support.
 |
FOOTNOTES |
Funding for M. J. Joyner, N. M. Dietz, and J. T. Shepherd was provided by National Institutes of Health Grants HL-46493,
NS-32352 and HL-63328 and by the Mayo Foundation.
Address for reprint requests and other correspondence: M. J. Joyner, Dept. of Anesthesiology, Mayo Clinic, 200 First St. SW, Rochester, MN 55905 (E-mail: joyner.michael{at}mayo.edu).
Received 13 December 2000; accepted in final form 25 July 2001.
 |
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