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1 Rehabilitation Research and Development Center and 2 Diagnostic Radiology Center, Veterans Affairs Palo Alto Health Care System, Palo Alto 94304; and Departments of 3 Mechanical Engineering (Biomechanical Engineering Division) and 4 Functional Restoration, Stanford University, Stanford, California 94305
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ABSTRACT |
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This study tested the common assumption that skeletal muscle shortens uniformly in the direction of its fascicles during low-load contraction. Cine phase contrast magnetic resonance imaging was used to characterize shortening of the biceps brachii muscle in 12 subjects during repeated elbow flexion against 5 and 15% maximum voluntary contraction (MVC) loads. Mean shortening was relatively constant along the anterior boundary of the muscle and averaged 21% for both loading conditions. In contrast, mean shortening was nonuniform along the centerline of the muscle during active elbow flexion. Centerline shortening in the distal region of the biceps brachii (7.3% for 5% MVC and 3.7% for 15% MVC) was significantly less (P < 0.001) than shortening in the muscle midportion (26.3% for 5% MVC and 28.2% for 15% MVC). Nonuniform shortening along the centerline was likely due to the presence of an internal aponeurosis that spanned the distal third of the longitudinal axis of the biceps brachii. However, muscle shortening was also nonuniform proximal to the centerline aponeurosis. Because muscle fascicles follow the anterior contour and centerline of the biceps brachii, our results suggest that shortening is uniform along anterior muscle fascicles and nonuniform along centerline fascicles.
skeletal muscle; contraction; heterogeneity; upper limb; magnetic resonance imaging
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INTRODUCTION |
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MECHANICAL MODELS OF MUSCLE contraction often assume that skeletal muscle fibers shorten uniformly (22, 44). However, uniform shortening of muscle fibers may not exist in biological reality because whole muscle is a composite of contractile and connective tissue (21, 31). It has been suggested that the complexity of muscle architecture and the heterogeneity in the mechanical properties of muscle and tendon tissue may lead to inhomogeneous shortening (11, 27, 39, 46). Nonuniform shortening has important functional consequences. For example, length nonuniformity at the level of the sarcomere, myofiber, or fascicle can alter the force-length properties of whole muscle and introduce inaccuracy in the estimation of muscle force (18, 20, 32).
In vivo measurements of contracting human muscle are needed to test the validity of biomechanical modeling assumptions, improve the accuracy of representations of muscle-tendon mechanics, and further the understanding of musculoskeletal function. Cine phase contrast magnetic resonance imaging (cine PC MRI) has been used to measure the motion of muscle, tendon, and trabecular bone accurately and noninvasively (7, 8, 38). Previous studies have demonstrated that cine PC MRI tracks skeletal muscle with a root mean square error of 1 mm (9) and trabecular bone with an average absolute error of <0.7 mm (38). Noninvasive imaging modalities, such as MRI and ultrasound imaging, have been used to characterize in vivo skeletal muscle architecture (13, 34). Knowledge of in vivo muscle architecture provides important information that enables the interpretation of cine PC MRI motion data and the characterization of muscle contraction mechanics in humans.
The goal of this study was to examine the uniformity of shortening in
the human biceps brachii muscle-tendon complex. The biceps brachii
complex, which includes the long and short head muscles, is fusiform in
shape, with muscle fibers inserting at an angle into tendons at each
end (Fig. 1). The distal biceps tendon
flattens into a straplike internal aponeurosis, whereas the proximal
tendons form external aponeuroses. The internal aponeurosis is located
along the distal centerline of the muscle and spans 34% of the length
of biceps brachii long head muscle (LM)
(36).
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Muscle shortening was measured within the biceps brachii during active elbow flexion against 5 and 15% of maximum voluntary contraction (MVC) strength. We hypothesized that shortening would be uniform along the fascicle direction in regions of the muscle that do not contain aponeurosis tissue and nonuniform in regions that contain aponeurosis tissue. On the basis of the specific architecture of the biceps brachii, we hypothesized that shortening would be uniform along the anterior boundary and proximal centerline of the biceps brachii and nonuniform along the distal centerline in the region containing the internal aponeurosis (Fig. 1). This study tests these hypotheses and provides the first in vivo measurements of muscle shortening uniformity along the fascicle direction in human subjects.
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METHODS |
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Twelve unimpaired subjects (10 men and 2 women, age 21-44
yr, height 160-188 cm) volunteered for participation in this
study. Average anthropometric characteristics of the subjects are
presented in Table 1. Each subject
performed three cyclic elbow flexion tasks within a 1.5-T General
Electric MR scanner (Signa, General Electric Medical Systems,
Milwaukee, WI). Before MR imaging, the muscle fascicle architecture of
the biceps brachii was measured in each subject by using ultrasound
imaging with the elbow extended and flexed 90° (36). An
Acuson Sequoia 512 ultrasound system (Mountain View, CA) with a 15-MHz
transducer was used to image the midsagittal plane of the biceps
brachii (Fig. 1, top). The Institutional Review Board at
Stanford University approved the protocol, and informed consent was
obtained from each subject.
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Each subject was positioned on their side on the MRI scanner table next
to a plastic exercise device that was attached to the table (Fig.
2). The subject's right hand was placed
in a glove and fastened to the handle of the device in ~60° of
forearm supination to ensure activation of the biceps brachii
(6). The exercise device was designed to guide the elbow
flexion and extension motion and to ensure the subject's upper arm
remained stationary during data acquisition. The range of motion of
elbow flexion was ~80°; elbow angle was measured with a goniometer
as 7 ± 5° at maximum extension and 86 ± 5° at maximum
flexion.
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Static MR images were acquired to ensure that the longitudinal axes of the biceps brachii and humerus were oriented parallel to the longitudinal axis of the scanner. Once aligned, the subject was instructed to keep his or her upper arm in the same position for the duration of the experiment. Before three successive dynamic cine PC MRI data acquisitions, static axial MR images were acquired with the elbow in the extended position and in the maximum flexion position while the subjects were resisting 5% MVC. After the dynamic cine PC MRI scans, a final series of static axial images was acquired to confirm the upper arm had remained stationary during the cine PC data acquisitions; the medial-lateral and anterior-posterior position of the humerus in the post-cine PC axial MR images was compared with its initial position in the pre-cine PC axial images. Static images were acquired at 10-mm intervals along the upper arm by using a proton density, fast spin-echo sequence with fat saturation, 12 × 12-cm field of view, 256 × 160 pixel matrix, and 7-mm slice thickness. The position of the distal aponeurosis and the boundaries of the long and short heads of the biceps were determined from these static images.
Cine PC MRI was used to measure muscle tissue motion within the biceps
brachii noninvasively during repeated elbow flexion. Cine PC data were
acquired from the upper arm under three different loading conditions:
passive elbow flexion and active elbow flexion against 5 and 15% of
the subject's elbow flexion MVC strength. The MVC strength of each
subject was measured before imaging from the average of three maximal
isometric efforts at an elbow angle of 90°. The three elbow flexion
tasks were performed in a randomized order. The 15% MVC force
condition was considered to be the maximum resistance that would not
cause substantial fatigue (14, 30). As a baseline
reference, biceps motion was also measured during passive flexion and
extension of the elbow; each subject was instructed to keep their arm
completely relaxed while their elbow was flexed and extended by the
investigator using a rod attached to the exercise device. Absence of
biceps brachii activity during the passive elbow flexion task was
confirmed in three subjects by surface electromyography measurements
made outside the MRI scanner. Each cyclic elbow flexion task was
performed at a rate of 35 cycles/min (to the beat of a metronome) for
~2 min. Sixty-four repetitions were needed to acquire 64 lines of
data in the frequency domain (37); several additional
repetitions were required for the subject to attain a repeatable motion
before the initiation of data collection. Data collection was
synchronized to the motion cycle by using an optical transducer,
triggered at full extension, and data were interpolated to 24 time
frames. Cine PC MR images (1 magnitude image and 3 velocity images per
time frame) were acquired by using a 17-ms repetition time, 30° flip
angle, 35 cm/s maximum encoding velocity, 28 × 14-cm field of
view, 256 × 128 pixel matrix, and 10-mm slice thickness. The cine
PC imaging plane was prescribed graphically with an oblique-sagittal
orientation by using the static axial images of the upper arm flexed
against a 5% MVC load (Fig. 3).
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Shortening in the biceps brachii was determined by tracking the
position of muscle tissue regions of interest (ROIs) over all 24 time
frames of the motion cycle, which included both flexion and extension
of the elbow. All ROIs were 1-cm2 square regions and were
prescribed graphically in the first magnitude image (time frame
1) when the elbow was maximally extended (Fig. 4). Three-dimensional displacement
trajectories were computed for each ROI from the three
orthogonal sets of velocity images by using a closed-form Fourier
integration method (45).
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Percent shortening was measured along the anterior boundary and
centerline of the biceps brachii by comparing the positions of tissue
regions at maximum elbow flexion to their initial positions at maximum
elbow extension. Normalized length change was defined as
(LF
LE)/LE, where
LE and LF were the
distances between two ROIs at maximum elbow extension and flexion,
respectively. Percent length change was computed between every
second region, ROIn and
ROIn+2. Because the 1 × 1-cm ROIs were defined in a contiguous distribution along the muscle in the
first magnitude image (with the elbow fully extended), LE was ~2 cm. A negative length change
indicated local muscle shortening during elbow flexion.
Shortening along the anterior border of the biceps was determined from the position trajectories of the ROIs located along the anterior boundary of the muscle, just deeper than the subcutaneous fat layer (Fig. 4A). Because anterior fascicles follow the contour of the anterior boundary of the biceps brachii (Fig. 1), shortening along the direction of anterior fascicles could be measured by tracking anterior ROIs. Centerline shortening was determined from the position trajectories of ROIs along the longitudinal axis of the biceps brachii (Fig. 4B). The most distal centerline ROI was defined ~1-2 cm proximal to the distal biceps tendon, as permitted by the subject's muscle thickness and shape. Distal aponeurosis length was 7 ± 1 cm and LM was 20 ± 2 cm for the 12 subjects (36). Because the distal aponeurosis spanned an average of 34% of the muscle's longitudinal length, centerline ROIs defined over the distal third of the muscle contained aponeurosis tissue. By using the measured aponeurosis length for each subject, centerline shortening data were subdivided into two regions: 1) the distal aponeurosis-containing region (i.e., intra-aponeurosis region) and 2) the proximal region that did not contain aponeurosis (i.e., extra-aponeurosis region).
Percent shortening was computed as a function of normalized distance from the distal biceps tendon; normalization was based on LM. For each subject, the values of percent shortening were linearly interpolated to increments of 2.5% of LM. The distributions of mean anterior and centerline shortening were compared at each location along the muscle by using two-sided, paired t-tests. To test for uniform shortening, 95% confidence intervals for average shortening at each location along the muscle (in 2.5% length increments) were compared with the overall mean of the shortening distribution. A linear regression analysis was also performed to compare the slopes of the anterior and centerline shortening distributions, with separate regression slopes computed for intra-aponeurosis and extra-aponeurosis centerline shortening. Data from all 12 subjects were used to analyze centerline shortening. However, because of inadequate muscle thickness in one subject, the analysis of anterior shortening was based on 11 subject data sets. Descriptive statistics are reported as means ± SD.
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RESULTS |
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Shortening along the anterior boundary of the biceps brachii was
relatively uniform during active elbow flexion (Fig.
5A). Mean anterior shortening
did not differ significantly between the 5 and 15% MVC loading
conditions; the overall average of the mean anterior shortening
distribution was 21% for both the 5 and 15% MVC loading conditions.
For the 5% MVC condition, the 21% overall mean value of anterior
shortening was within the 95% confidence level for 22 of the 24 individual values of mean shortening along the muscle length.
Similarly, for the 15% MVC condition, 21 of the 22 confidence
intervals contained the mean of 21%. In contrast, shortening along the
anterior boundary was not uniform during passive flexion of the elbow
(Fig. 5A). Less shortening occurred at the distal and
proximal ends of the muscle under the passive motion condition; only 18 of the 24 confidence intervals for mean shortening contained the
distribution mean of 18% shortening.
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Shortening along the centerline of the biceps brachii muscle-tendon
complex was nonuniform (Figs. 5B and
6). For both active loading conditions (5 and 15% MVC), mean centerline shortening was significantly lower in
magnitude at the distal end of the muscle, which contains aponeurosis
tissue, compared with shortening at the midportion of the muscle. Mean
centerline shortening averaged <5% at the distal centerline of the
biceps brachii (~0.15 LM) and increased to
between 20 and 35% shortening in the midportion (0.4-0.7
LM). Mean centerline shortening was
significantly lower (P < 0.001) at the distal end of
the biceps brachii compared with shortening in the midportion under
both the 5 and 15% MVC loading conditions (Table
2). Centerline shortening was also
nonuniform during passive elbow flexion (Fig. 5B).
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Centerline shortening was nonuniform in both the intra- and extra-aponeurosis regions. Mean centerline shortening within the distal intra-aponeurosis region was found to be nonuniform and varied approximately linearly for all three loading conditions (r = 0.975, 0.991, and 0.981 for passive, 5% MVC, and 15% MVC, respectively). In the intra-aponeurosis region (<0.34 LM), the linear regression slopes of centerline shortening did not differ significantly among the three different loading conditions (P = 0.85, 0.43, and 0.54 for passive vs. 5% MVC, passive vs. 15% MVC, and 5% vs. 15% MVC, respectively). Surprisingly, in both the 5 and 15% MVC loading cases, mean centerline shortening remained nonuniform even in the midportion and proximal regions of the muscle (>0.34 LM), where no aponeurosis was present. The extra-aponeurosis linear regression slopes were significantly different from zero for both the 5% MVC (P < 0.01) and 15% MVC (P < 0.001) loading conditions. Moreover, the extra-aponeurosis slope was significantly greater (P = 0.001) for elbow flexion against 15% MVC compared with 5% MVC.
The distribution of mean anterior shortening (Fig. 5A) was
significantly different from the distribution of mean centerline shortening (Fig. 5B) for active elbow flexion
(P < 0.001). The differences in anterior and
centerline shortening distributions were statistically significant for
both active flexion conditions (5 and 15% MVC), with larger
differences observed under the 15% MVC loading condition (Fig.
7). The intra-aponeurosis and
extra-aponeurosis linear regression slopes of the centerline shortening
distribution were both significantly greater (P < 0.05) than the slope of the anterior shortening distribution for the
5% MVC loading condition. Even larger differences (P < 0.01) were measured between the slopes of the centerline and
anterior shortening distributions for 15% MVC loading.
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For all cine PC MRI scans, the 12 subjects maintained the position of their upper arm within ±5 mm of its original anterior-posterior location and medial-lateral location. Maximum out-of-plane tissue motion was 10 times smaller than maximum in-plane motion, ensuring accuracy in the tracking of tissue motion (38). The maximum out-of-plane displacement for all anterior and centerline ROIs averaged over all subjects was only 2.7 ± 2.0 mm, well under the 10-mm thickness of the imaging plane. None of the subjects reported fatigue during the 5% MVC elbow flexion task; however, most subjects experienced mild fatigue at the end of the 15% MVC task.
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DISCUSSION |
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Shortening along the anterior boundary of the biceps brachii was significantly different than shortening along the centerline during low-load (5 and 15% MVC) elbow flexion. Shortening along the anterior boundary was approximately uniform, which supports the hypothesis that anterior muscle fascicles shorten uniformly during active contraction. In contrast, nonuniform shortening was measured along the centerline of the biceps brachii. Centerline shortening was nonuniform both in the distal region of the muscle-tendon complex that contains an internal aponeurosis and in the regions of the muscle that are proximal to the internal aponeurosis. These results suggest that the internal aponeurosis, which spans the distal third of the biceps brachii, influences shortening along the entire length of centerline fascicles during elbow flexion.
Shortening was estimated along muscle fascicles based on the measured displacement of regions of muscle tissue. A possible limitation of this study was the inability to confirm the orientation of muscle fascicles during elbow flexion. However, we believe anterior and centerline shortening closely approximated fascicle shortening for the following reasons. First, ROIs were defined along the direction of muscle fascicles as determined from ultrasound images. For example, the uniform anterior shortening measured during active contraction suggests uniform shortening along anterior fascicles because these fascicles follow the contour of the anterior boundary of the muscle (Fig. 1). Moreover, the cine PC imaging plane was aligned with the longitudinal axis of the biceps brachii (Fig. 3) and should have contained anterior muscle fascicles, in addition to centerline fascicles that are parallel to the longitudinal axis (Fig. 1). Finally, the observation that in-plane displacement of tissue regions was ~10 times greater than out-of-plane displacement suggests that anterior and centerline fascicles were contained within the imaging plane.
Muscle fascicle shortening could not be accurately determined in the distal region of the biceps brachii as a result of the presence of tendinous aponeurosis tissue. Although the 1-cm2 ROIs along the distal centerline contained both myofibrillar and tendinous tissue (Fig. 4B), the cine PC MR signal measured from these regions was due predominantly to myofibrillar tissue. This is a consequence of the more rapid decay of the MR signal from tendinous tissue compared with myofibrillar tissue. Furthermore, firm conclusions about shortening along a muscle fascicle in the distal aponeurosis-containing region could not be drawn because of the complex interaction between muscle fascicles and aponeurosis and because of the insertion of muscle fascicles at oblique angles into the internal aponeurosis (Fig. 1). In contrast, because regions of interest defined along the proximal centerline and anterior boundary of the biceps did not contain tendinous tissue, their displacements provided an accurate estimate of shortening along anterior and centerline muscle fascicles.
The different stiffness of tendon, aponeurosis, and muscle may be a principal contributor to the shortening nonuniformity measured in this study. The presence of aponeurosis tissue, which is less compliant than passive muscle tissue and more compliant than tendon (11, 16, 27, 39), could strongly influence the muscle motion during contraction. During low-load elbow flexion, only minimal stretching is expected in the distal biceps tendon; in vivo biceps brachii tendon strain has been reported as 2% during strong isometric contractions (1). However, stretching of the internal aponeurosis may occur during low-force elbow flexion because aponeurosis compliance is considerably greater than tendon compliance (11, 27, 28, 46). In addition, the compliance of muscle tissue is highly variable depending on activation state; in passive deformation studies, longitudinal muscle fiber strain was significantly larger than aponeurosis strain (39). This is consistent with our passive shortening results (Fig. 5B); greater shortening during elbow flexion (or alternatively, greater stretching during extension) occurs at the midportion of the muscle-tendon complex, which does not contain aponeurosis tissue.
The nonuniform centerline shortening observed in the extra-aponeurosis region raises the possibility that sarcomere length is distributed heterogeneously along individual centerline muscle fascicles. The existence of such heterogeneity has been demonstrated in preparation of single muscle fibers in animals (10, 15, 26). Sarcomere length inhomogeneity in skeletal muscle fascicles can alter the force-length property of the fascicle (47) and may be responsible for phenomena such as sarcomere popping, tension creep, and permanent extra tension (24, 29). In the human biceps brachii, the compliance of the internal aponeurosis may play a role in creating nonuniform shortening and sarcomere length heterogeneity along centerline fascicles, with additional sarcomere shortening occurring proximally at the expense of aponeurosis elongation (25). Aponeurosis elongation may also help explain the increased centerline fascicle shortening observed proximal to the aponeurosis for the higher force, 15% MVC loading condition compared with the 5% MVC loading condition (Fig. 5B).
The significant differences between anterior and centerline shortening measured in this study suggest that fascicle length and mean sarcomere length are not uniform throughout the biceps brachii during active elbow flexion. Even if fascicle length and mean sarcomere length were initially homogeneous within the biceps brachii, length heterogeneity would develop during elbow flexion as a result of the nonuniform shortening observed in this study. In some mammalian muscles, mean sarcomere length has been shown to be systematically and heterogeneously distributed within motor units and whole muscles (2, 20, 43). Regional variations in sarcomere length have also been found in human muscle (19, 41). Finite element analyses predict that a distribution of fiber and sarcomere lengths will develop in initially homogeneous skeletal muscles because of interactions between muscle fibers and between fibers and elastic tissue elements (35, 40). For example, it has been shown that aponeurosis compliance (3, 46) and curving of fibers and aponeuroses (35, 42, 48) can introduce heterogeneity in fascicle length and fascicle mean sarcomere length (20, 40).
Because of the limited range of the imaging coil, cine PC data were not available over the entire length of the biceps brachii. For the 12 subjects in this study, the internal aponeurosis spanned the distal 34 ± 4% of LM, suggesting a centerline fascicle length of 66% LM. Our results are similar to those of a cadaver study that reported mean optimal fascicle length and mean optimal LM as 12.8 ± 3.2 and 21.6 ± 4.5 cm, respectively (33); normalized muscle fascicle length was 59% LM (= 12.8 cm/21.6 cm), which implies a normalized aponeurosis length of 41% LM. In the biceps brachii, muscle fascicles are staggered in a distal-to-proximal direction, with anterior fascicles inserting distally and centerline fascicles inserting proximally into the internal aponeurosis (Fig. 1). Assuming uniform optimal fascicle length, our results suggest anterior fascicles span the distal 66% of LM. Similarly, centerline fascicles insert into the proximal end of the internal aponeurosis, at 34% LM, and span the proximal 66% of the muscle. We report shortening over the distal 70% of LM, which suggests our data span the entire length of anterior fascicles but only the distal half of centerline fascicles. To confirm that mean fascicle shortening differs significantly among anterior and centerline fascicles, shortening must be measured along the entire length of the biceps brachii.
The significant differences between anterior and extra-aponeurosis centerline shortening imply that sarcomere lengths differ between anterior and centerline fascicles. If these differences persist over the unmeasured proximal third of the biceps brachii, then mean sarcomere length would also differ among fascicles. Heterogeneity in mean sarcomere length among fascicles has important implications for the mechanical properties and function of skeletal muscle. A distribution of mean sarcomere length suggests fascicles likely achieve their optimal lengths at different overall muscle lengths. This would broaden the force-length curve of a muscle (12), enhancing the length range of active force generation at the expense of maximum force-generating capability at optimum muscle length (20, 43). It has been hypothesized that this "staggering" of fascicle force-length curves with respect to muscle length may be responsible for the larger-than-expected potential length range of force production of the human rectus femoris (18) and rat semimembranosus muscles (23).
Most lumped-parameter models of muscle-tendon contraction mechanics assume that muscle fascicles shorten uniformly along their length and that whole muscles behave essentially like scaled sarcomeres (22, 44). However, this commonly used biomechanical modeling assumption may be inappropriate for many muscles because of their complex muscle-tendon architectures (17). Discrepancies have been observed between actual experimental data and the prediction of muscle function based on models that assume uniform contraction (3, 4). Our results suggest that it may be unrealistic to consider the biceps brachii as a uniformly contracting, lumped sarcomere and underscore the importance of including the effects of heterogeneity in models of muscle mechanics (22).
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ACKNOWLEDGEMENTS |
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We are grateful to Norbert Pelc, Douglas Schwandt, Frances Sheehan, and Yudong Zhu for help with this work.
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FOOTNOTES |
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This work was supported by the Department of Veterans Affairs, a Stanford-National Institutes of Health (NIH) Biotechnology Training Grant, a Whitaker Foundation Graduate Fellowship, NIH Grants R01 HD-31493 and R01 HD-38962, and NIH Research Resource Grant P41 RR-09784.
Address for reprint requests and other correspondence: G. P. Pappas, Diagnostic Radiology Center (114), VA Palo Alto Health Care System, 3801 Miranda Ave., Palo Alto, CA 94304 (E-mail: gpappas{at}stanford.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.
First published February 22, 2002;10.1152/japplphysiol.00843.2001
Received 10 August 2001; accepted in final form 13 February 2002.
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