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Department of Physical Therapy, University of Florida, Gainesville, Florida
Submitted 11 October 2004 ; accepted in final form 4 January 2005
| ABSTRACT |
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respiratory control; respiratory neurons; plasticity
Recently, Bocchiarro and Feldman (9) presented strong evidence that XII LTF occurs via an activity-independent, postsynaptic mechanism triggered by activation of serotonin (5-HT) receptors within the XII motor nucleus. Thus the segregated distribution of tongue protrudor and retractor motoneuron cell bodies within the XII motor nucleus (21, 30, 31) could provide a neuroanatomic substrate for selective expression of LTF in tongue protrudor motoneurons. For example, 5-HT release during episodic hypoxia [the proposed in vivo "trigger" of LTF (35)] could be localized to the ventral portions of the XII nucleus that contain predominately GG motoneuron cell bodies (30). However, dendritic arborizations of protrudor and retractor motoneurons are extensively intermingled within the XII nucleus (1), and protrudor and retractor motoneurons receive significant common innervation from serotonergic neurons in the medullary raphe nuclei (12). Furthermore, the traditional notion that XII inspiratory activity is unique to GG motoneurons is inconsistent with recent data. Indeed, tongue protrudor and retractor muscles are coactivated during inspiration in humans (28) and animals (6, 20, 37, 39). This coactivation pattern confers a mechanical advantage vs. isolated GG contraction by more effectively reducing upper airway compliance [i.e., reduced collapsibility (5, 17)]. Accordingly, these experiments tested the hypothesis that episodic hypoxia-induced LTF is reflected as an increase in inspiratory neural drive to both tongue protrudor and retractor muscle groups.
| METHODS |
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Experimental preparation. Isoflurane anesthesia was initially induced in a closed chamber and then maintained via a nose cone. A catheter was inserted into the femoral vein, and rats were converted from isoflurane to urethane anesthesia (1.6 g/kg in 5 ml of distilled water). The adequacy of anesthesia was monitored during this period by observing limb withdrawal and palpebral reflexes. A femoral arterial catheter was inserted to enable blood pressure measurements (Statham P-10EZ pressure transducer, CP122 alternating current/direct current strain gauge amplifier, Grass Instruments, West Warwick, RI) and withdrawal of blood samples. The trachea was then cannulated and rats were mechanically ventilated [inspired O2 fraction (FIO2) = 0.500.60] for the remainder of the experiment. The vagus nerves were bilaterally sectioned in the midcervical region, and the rats were paralyzed with pancuronium bromide (2.5 mg/kg). The latter procedure was necessary to prevent spontaneous breathing movements and entrainment of the neurograms with the ventilator. After paralysis, the adequacy of anesthesia was monitored by observing blood pressure and respiratory responses during application of deep pressure to the paws. A 4:1 solution of lactated Ringer and sodium bicarbonate was continually infused via the venous catheter (2.5 ml/h) to help maintain arterial blood pressure and acid-base regulation. Arterial PO2 (PaO2) and PCO2 (PaCO2) as well as pH were periodically determined (see protocol) from 0.2-ml arterial blood samples (i-Stat, Heska, Fort Collins, CO). The end-tidal PCO2 (PETCO2) was measured throughout the protocol using a rapidly responding mainstream CO2 analyzer placed a few centimeters from the tracheostomy tube on the expired line of the ventilator circuit (Capnogard neonatal CO2 monitor, Novametrix Medical Systems, Wallingford, CT). Rectal temperature was successfully maintained at 37.5 ± 1°C using a rectal thermistor connected to a servo-controlled heating pad (model TC-1000, CWE, Ardmore, PA). At the conclusion of all experiments, rats were euthanized via a rapid bolus injection of urethane.
A ventral approach was used to isolate one phrenic nerve within the caudal neck region, proximal to the communication with the accessory phrenic nerve. The XII nerve was then exposed bilaterally, also with a ventral approach. As the XII nerve reaches the tongue, it bifurcates into distinct medial and lateral branches. The medial XII nerve (XIIMED), in turn, has a distinct branch innervating the geniohyoid, and several branches that supply the GG. XIIMED also projects to the body of the tongue, innervating the verticalis and transversus linguae muscles (29). The small XIIMED branch innervating the geniohyoid muscle was severed
1 mm from the communication with XIIMED. XIIMED was then placed over bipolar silver recording electrodes proximal to the projection of fibers to the GG and distal to the geniohyoid branch. Thus XIIMED neurograms represented neural drive to the intrinsic verticalis and transverses linguae muscles and the extrinsic GG.
The lateral division of the XII nerve (XIILAT) projects to two extrinsic tongue muscles [styloglossus (SG) and hyoglossus (HG)] as well as the intrinsic superior longitudinalis and inferior longitudinalis muscles (29). The HG acts to retract and elevate the tongue, whereas the SG retracts and depress the tongue. The XII branch innervating the SG projects from the XII nerve
01 mm distal to the primary bifurcation into medial and lateral branches (29). The HG branch projects from XIILAT
2 mm distal to the XII bifurcation (29). XIILAT was placed over bipolar silver recording electrodes
1 mm distal to the bifurcation of the main XII nerve trunk into medial and lateral branches. Thus XIILAT neurograms represented neural drive to the HG as well as the superior and inferior longitudinalis muscles. Based on the anatomy published by McClung and Goldberg (29), it is unlikely that the XIILAT neurograms reflected neural drive to the SG.
Nerve signals were amplified (x10,000) and band-pass filtered (phrenic signal, 1010,000 Hz; XII signals, 10010,000 Hz) using a differential alternating current amplifier (model 1700, A-M Systems, Carlsborg, WA). The amplified signal was full-wave rectified and moving averaged (time constant, 50 ms) using a model MA-1000 moving averager (CWE, Ardmore, PA) or Spike2 software (CED Limited, Cambridge, UK). All data were digitized and recorded on a computer using a CED Spike2 data acquisition system.
Experimental protocol. The protocol used to evoke LTF was similar to that developed by Bach and Mitchell (3). After an adequate plane of anesthesia was established, the PETCO2 was maintained at 40 ± 2 Torr for 60 min. During this period, all rats displayed inspiratory phrenic and XII bursting. The end-tidal CO2 apneic threshold for inspiratory activity was then determined as follows. Rats were first hyperventilated by gradually increasing the ventilator pump rate until inspiratory bursting ceased in the phrenic and XII nerves. The ensuing apnea was maintained for at least 2 min, and then the ventilator rate was gradually decreased, allowing PETCO2 to rise, until inspiratory activity reappeared. PETCO2 was then "clamped" 2 Torr above the value at which inspiratory bursting began by adjusting the ventilator rate as necessary. PETCO2 measurements were used as a guide to help maintain isocapnia. However, PETCO2 values tended to be a few Torr greater than corresponding arterial CO2 values. Therefore, isocapnia was determined exclusively by analyses of arterial blood samples (see below). This method permits baseline and posthypoxia neural activity to be standardized relative to the individual CO2 apneic threshold of each animal (3).
A few minutes before episodic hypoxia or the sham hypoxia period, an arterial blood sample was drawn. Treated rats were then exposed to five 3-min episodes of hypoxia (FIO2 = 0.120.14), separated by 3 min of hyperoxia (FIO2 = 0.50). An arterial blood sample was drawn during the second hypoxic episode. The particular pattern of hypoxia exposure was selected to maximize the probability of LTF expression. Preliminary experiments (n = 4) indicated that three 5-min hypoxic bouts (3) did not produce consistent LTF in the phrenic or XII nerves. Phrenic and XII nerve activities were monitored for 60 min (FIO2 = 0.50) after episodic hypoxia. For sham treatment, FIO2 was maintained at 0.50 throughout the protocol. Arterial blood samples were drawn at 30 and 60 min in both episodic hypoxia and sham rats. At the conclusion of the experiment, all rats were exposed to a 3-min hypoxic episode (FIO2 = 0.120.14) followed 3 min later by a 5-min hypercapnic exposure (PETCO2 = 7080 Torr).
Data analyses. Phrenic and XII neurograms were analyzed using Spike2 software (CED Limited). The following parameters were measured in phrenic and XII moving averaged neurograms: end-expiratory amplitude, peak inspiratory amplitude, and burst frequency. The instantaneous burst frequency was calculated by taking the inverse of the period between each inspiratory burst (e.g., frequency = 1/period). In this manner, burst frequency was calculated for the entire experimental protocol. Burst frequencies were then grouped in 30-s bins. Measures of amplitude were averaged over 30-s periods before the first hypoxic episode (baseline), during the peak of each hypoxic response (short-term hypoxic response), 12 min before the 30- and 60-min arterial blood samples, and during the final hypoxic and hypercapnic exposures. Baseline neural activity was expressed relative to the hypercapnic response (i.e., percent maximum). Changes in neurogram amplitude and area during and after hypoxia were expressed relative to the value observed during both baseline (i.e., change in percent baseline) and hypercapnia (i.e., change in percent maximum) (3).
Statistical comparisons between episodic hypoxia and time control experiments were done using a two-way ANOVA followed by the Student-Newman-Keuls post hoc test (Sigma-Stat version 1.0; Jandel Scientific, St. Louis, MO). Comparisons between nerves within the episodic hypoxia group (e.g., phrenic vs. XIIMED vs. XIILAT) were made using a two-way repeated-measures ANOVA and the Student- Newman-Keuls post hoc test. Responses within a nerve across time (e.g., peak inspiratory burst amplitude during hypoxic episodes) or changes in blood pressure or gases, were compared with a one-way ANOVA and the Student-Newman-Keuls post hoc test. In cases where the data were not normally distributed, a one-way ANOVA on ranks was used. Differences were considered statistically significant when the P value was
0.05. All data are presented as means ± SE.
| RESULTS |
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| DISCUSSION |
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Critique of methods. In addition to innervating the extrinsic tongue muscles, the XIIMED and XIILAT nerve branches also contain motor axons supplying the muscles that comprise the body of the tongue (i.e., the intrinsic muscles; see METHODS for detailed description). Although the intrinsic tongue muscles have not traditionally been viewed as serving a respiratory-related function, a recent study by Bailey and Fregosi (4) indicates that this view is suspect. These investigators recorded phasic, inspiratory electromyogram (EMG) activity in the intrinsic superior longitudinal muscle of spontaneously breathing, anesthetized rats. During normoxic normocapnia, the area of the integrated inspiratory EMG burst (expressed as a percent of maximum) in the superior longitudinal muscle was approximately one-half of that recorded in the extrinsic HG muscle. Vagotomy increased the EMG activity in both muscles, but ratio of superior longitudinal EMG activity to HG EMG activity remained similar (4). These results indicate that a portion of the XIIMED and XIILAT neurograms in the present study may reflect inspiratory neural drive to the intrinsic tongue muscles. However, the interpretation of the present data is focused on the extrinsic (vs. intrinsic) tongue muscles, primarily because their mechanical actions and functional contribution to breathing are better defined (16). On the other hand, Kier and Smith (24) propose that all tongue movements reflect an interaction between the intrinsic and extrinsic tongue muscles. Thus intrinsic tongue muscle contraction may make a significant contribution to the regulation of pharyngeal airway patency during breathing. Further studies are needed to fully appreciate the significance of respiratory-related activity in the intrinsic tongue muscles.
Respiratory-related control of extrinsic tongue muscles. During quiet breathing in humans, inspiratory GG activity is either absent or minimal (23, 28, 44) but appears during conditions of increased respiratory drive including exercise and hypoxia (23, 44). There has been only one detailed study of respiratory-related control of human tongue retractor muscles (28). This investigation revealed that inspiratory activity in both tongue protrudor and retractor muscles was absent during eupnea, but these muscles were recruited in parallel during hypoxia and hypercapnia (28). Inspiratory coactivation of tongue protrudor and retractor muscles has also been shown in animal experiments during quiet breathing (6, 20, 37, 39) and chemoreceptor stimulation (20, 45). Inspiratory activity in both tongue protrudor and retractor muscles is similarly inhibited by phasic lung volume feedback (6) and augmented by upper airway negative pressure (39).
LTF of tongue muscle activity. LTF of XII motor output has been demonstrated in adult rats (3) and cats (27), neonatal rats (33) and in vitro brain stem slices from neonatal rats (9). These prior investigations, however, have utilized either GG EMG recordings or neurograms recorded from the main trunk of the XII nerve. The present data are the first to document LTF of neural drive to both tongue protrudor (recorded in XIIMED) and retractor muscles (recorded in XIILAT). Thus the LTF mechanism is not unique to XII motoneurons that control protrusion of the tongue.
Activation of the 5-HT type 2 (5-HT2) receptor during episodic hypoxia is required to initiate XII LTF in anesthetized rats (19). Mitchell and colleagues (7, 35) have proposed that activation of 5-HT2 receptors located on motoneurons initiates an intracellular cascade that produces LTF. Bocharrio and Feldman (9) recently used an in vitro preparation to show that episodic (but not continuous) activation of postsynaptic 5-HT2 receptors persistently increases glutamatergic currents in XII motoneurons and causes LTF of XII inspiratory motor output. Although the XII motoneurons in the above study were not identified as protrudor vs. retractor, there is no obvious reason to suggest that LTF mechanisms should differ between these subpools of XII motoneurons. To the contrary, the 5-HT2 receptor appears to be distributed throughout the XII motor nucleus (14, 43), and protrudor and retractor motoneurons receive significant common innervation from serotonergic neurons in the medullary raphe nuclei (12).
It should be noted that one prior investigation did not find evidence for LTF of extrinsic tongue muscle EMG activity after episodic hypoxia in spontaneously breathing, anesthetized rats (22). The reasons underlying this apparent contradiction are not clear, but LTF expression is susceptible to modulation and metaplasticity (35). That is, the presence (or absence) of certain factors could eliminate (or enhance) LTF expression. For example, LTF expression is altered by the severity, duration and number of hypoxic episodes (32), age, sex hormones, the estrus cycle (reviewed in Ref. 8), and genetics (18).
Frequency response. A short-term reduction in respiratory burst frequency (i.e., PHFD) is often observed in anesthetized rats after hypoxia (2, 11). Although the mechanisms underlying PHFD are not precisely defined, this behavior appears to depend on neurons located in the ventrolateral pons and ultimately represents a complicated interaction between serotonergic, adrenergic, glutamatergic neuromodulatory systems (35). It was previously reported that PHFD expression diminishes over successive hypoxic exposures (2). The present data are equivocal in this regard, as a clear trend for attenuation of PHFD is observed over successive hypoxic episodes, but the overall effect falls just short of statistical significance (P = 0.08; Fig. 3). A few experiments have reported a prolonged increase in inspiratory frequency after episodic hypoxia (i.e., "frequency LTF"; Refs. 26, 36, 42). However, consistent with prior studies of anesthetized rats (see Ref. 35), no evidence for prolonged changes (e.g., >10 min) in inspiratory burst frequency after episodic hypoxia was found in the present study.
Physiological significance. Respiratory LTF has proven to be a valuable tool for exploring basic mechanisms of synaptic plasticity (7, 9) but also may provide insight into the pathogenesis of upper airway obstruction in sleeping humans (i.e., obstructive sleep apnea; Ref. 41). The mechanisms underlying obstructive sleep apnea are complex, but there is general agreement that a sleep-related decline in upper airway muscle activity contributes to airway narrowing and/or collapse (40). Accordingly, LTF of neural drive to upper airway muscles during sleep could minimize or prevent apneic events (3, 41). Consistent with this suggestion, hypoxic episodes in sleeping humans induce ventilatory LTF that is associated with reduced upper airway airflow resistance (41). This reduction in airflow resistance may indicate selective activation of upper airway dilator muscles during LTF. However, coactivation of tongue protrudor and retractor muscles can increase inspiratory airflow rate (13) and dilate both the naso- and oropharyngeal airway (10). Tongue muscle coactivation also confers a mechanical advantage vs. isolated GG contraction by more effectively reducing upper airway compliance (i.e., reduced collapsibility; Refs. 5, 17). Therefore, if upper airway muscle LTF promotes pharyngeal airway stability during sleep, the present data suggest that tongue muscle coactivation is an important part of this defense mechanism.
| GRANTS |
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| ACKNOWLEDGMENTS |
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| FOOTNOTES |
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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.
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2-adrenergic receptors in the adult rat. Brain Res 2: 267273, 1998.
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