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The Journal of Neurophysiology Vol. 85 No. 5 May 2001, pp. 1823-1835
Copyright ©2001 by the American Physiological Society
School of Physiology and Pharmacology, The University of New South Wales, Sydney, NSW 2052, Australia
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ABSTRACT |
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Zhang, H. Q.,
M. K. Zachariah,
G. T. Coleman, and
M. J. Rowe.
Hierarchical Equivalence of Somatosensory Areas I and II for
Tactile Processing in the Cerebral Cortex of the Marmoset
Monkey.
J. Neurophysiol. 85: 1823-1835, 2001.
Responsiveness of the first somatosensory area (SI) of the
cerebral cortex was investigated in the marmoset monkey
(Callithrix jacchus) in association with cooling-induced,
reversible inactivation of the second somatosensory area, SII. The aim
was to determine whether SI responsiveness to peripheral tactile
stimulation depends on SII and therefore whether SI and SII in the
marmoset occupy hierarchically equivalent positions in a parallel
organizational scheme for thalamocortical tactile processing as appears
to be the case in nonprimate mammals. Inactivation of SII was achieved when the temperature over SII was lowered to
12°C, as indicated by
abolition of the SII-evoked potentials generated by brief tap stimuli
to the hand or foot, and by abolition of tactile responses in single
SII neurons located at the margin beneath the block. The effect of SII
inactivation on SI-evoked potentials was examined in 16 experiments by
simultaneous recording of the SI- and SII-evoked potentials. SI-evoked
potentials were never abolished and remained unaffected in 11 cases. In
three experiments there was a small reduction in amplitude and
inconsistent effects in the remaining two. Responsiveness to controlled
tactile stimuli was examined quantitatively in 31 individual SI neurons
of different functional classes before, during, and after the
inactivation of SII. Tactile responsiveness in individual SI neurons
was never abolished by SII inactivation, remaining unchanged in 20 neurons (65%) while undergoing some reduction in the remaining 11 SI
neurons (35%). This reduction of tactile responsiveness in one-third
of SI neurons is most likely attributable to a removal of a
facilitatory influence emanating from SII, based on the observation
that background activity of the affected neurons was also reduced.
Furthermore, phase locking of SI responses to vibrotactile stimulation
was unchanged when SII was inactivated. The retention of responsiveness
in SI neurons when SII was inactivated by cooling in the marmoset
demonstrates that tactile inputs can reach SI without traversing an
indirect, serially organized path through SII. The present results,
together with our previous observations that responsiveness in the
majority of SII neurons survived SI inactivation, demonstrate that
there is a parallel organization of the SI and SII areas for tactile processing in the marmoset monkey and that SI and SII occupy
hierarchically equivalent positions in a parallel processing network.
There is therefore no longer justification for the view that there are fundamental differences in the organization of thalamocortical tactile
processing for SI and SII between simian primates, in general, and other mammals.
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INTRODUCTION |
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Tactile inputs from the different classes of
skin receptors are conveyed to the cerebral cortex where they activate
multiple processing areas in the contralateral hemisphere of most
mammalian species. Two of the principal areas, in both primate and
nonprimate mammals, are the primary and secondary somatosensory areas,
known as SI and SII, respectively. As both SI and SII receive direct anatomical projections from the ventroposterior (VP) thalamus (for
review see Jones 1985
), it has been proposed that
cortical somatosensory processing depends on parallel, distributed
processing in SI and SII (Mountcastle 1978
,
1986
; Rowe et al. 1985
).
There has been unequivocal experimental support for this hypothesis in
a variety of nonprimate species, in particular, in cat (Burton
and Robinson 1987
; Manzoni et al. 1979
;
Turman et al. 1992
), rabbit (Murray et al.
1992
), possum (Coleman et al. 1999
), and in the
tree shrew and the prosimian galago (Garraghty et al.
1991
). Furthermore, there is experimental support in the cat
for the hypothesis that SI and SII occupy hierarchically
equivalent positions in a parallel, distributed scheme for
thalamocortical processing. This evidence was obtained in studies based
on an examination of tactile responsiveness, first, in SII when SI
underwent reversible inactivation by localized cortical cooling
(Turman et al. 1992
), and, second, in SI, when the
procedure was reversed, that is, with SII reversibly inactivated by
localized cooling (Turman et al. 1995
). The results in
each area were very similar; the majority of neurons were unaffected in
their peripheral responsiveness, although a proportion showed some
reduction, thought to be attributed to the removal of reciprocal
facilitatory influences exerted via the intracortical connections
between SI and SII, or via similar subcortical influences emerging from
SI and SII (Ghosh et al. 1994
; Turman et al.
1992
).
In the case of simian primates, the organization of
thalamocortical somatosensory systems appeared, from studies in the
late 1980s, to be very different, with reports that SII responsiveness was abolished by surgical ablation of SI (Burton et al.
1990
; Garraghty et al. 1990
; Pons et al.
1987
, 1992
). This dependency of SII
responsiveness on SI provided evidence for a serial processing scheme
in which tactile information is conveyed from the thalamus to SI and
then to SII via intracortical connections (Garraghty et al.
1990
; Pons et al. 1987
, 1992
) and
led to the hypothesis that there are fundamental differences between
simian primates and other eutherian mammals in the organization of
thalamocortical systems for tactile processing (Garraghty et al.
1991
; Mackie et al. 1996
; Murray et al.
1992
; Turman et al. 1992
). However, as the
ablation method used for SI inactivation is clearly irreversible and
does not permit examination of SII responsiveness (either in terms of
evoked potential or individual neurons) before, during, and after SI
inactivation, we have utilized the reversible, localized cortical
cooling procedure to re-investigate the issue of SI-SII organization in
the marmoset (Zhang et al. 1996
). This study
demonstrated direct thalamic input to SII indicating that parallel
organization of SI and SII applies in this primate species as it does
in nonprimate species.
The purpose of the present study was to test the hypothesis that the SI
and SII areas occupy hierarchically equivalent positions in a parallel,
distributed scheme for thalamocortical processing in the marmoset. The
localized cortical cooling procedure has been used once again, in this
case to selectively and reversibly inactivate the SII area of cortex to
determine whether the incidence of altered responsiveness among SI
neurons differs from that observed earlier among SII neurons when SI is
inactivated (Zhang et al. 1996
). Although there is
general agreement that peripheral tactile inputs project directly to SI
from the thalamus in the marmoset (Höhl-Abrahão and
Creutzfeldt 1991
; Krubitzer and Kaas 1992
), it
is only with the use of rigorously controlled tactile stimuli and with
precise quantification of neuronal responsiveness that one can
identify, first, whether any component of SI responsiveness to the
stimulus-generated tactile input might be dependent on an indirect,
serial path from the thalamus to SI via SII, and, second, whether SI
responsiveness to these peripheral inputs is modulated by influences
from SII. Preliminary accounts of the results have been reported in
abstract form (Zhang et al. 1998
).
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METHODS |
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Animal preparation
The experiments were carried out in 17 adult marmosets (Callithrix jacchus) of either sex (200-300 g body wt) and conformed with the Australian Code of Practice for the Care and Use of Animals for Scientific Purposes, the National Institutes of Health Guide for the Care and Use of Laboratory Animals, and the Guiding Principles in the Care and Use of Animals approved by the Council of the American Physiological Society.
Anesthesia was induced with halothane followed by intramuscular
injection of ketamine (25 mg/kg) and xylazine (2 mg/kg), and maintained
with intravenous infusion of ketamine (~20 mg · kg
1 · h
1) mixed with either
xylazine (~1 mg · kg
1 · h
1) or diazepam (~1
mg · kg
1 · h
1) in 0.18% sodium
chloride containing 4% dextrose. Dextran 40 (10% in normal saline,
iv) was administered if blood pressure fell below 80 mmHg to maintain
satisfactory cerebral circulation. Rectal temperature was maintained at
38 ± 0.5°C.
The anesthetic infusion rate was adjusted depending on anesthetic depth
as evaluated by autonomic indexes of blood pressure and heart rate, and
by tests for the presence of the flexion reflex. To minimize the use of
the infused anesthetic agents, a 4:1 ventilation mixture of
N2O and O2 (at times
supplemented with halothane 0.5-2% adjusted according to the depth of
anesthesia) was given through tracheal intubation, and diazepam
(~1 mg/kg) was administered intramuscularly at 1- to 2-h intervals.
All incision sites except the scalp were smeared with lignocaine cream
in an attempt to minimize nociceptive inputs and reduce the level of
anesthetic agents needed. Atropine sulfate (0.08 mg/kg) was
administered subcutaneously at the outset to minimize respiratory
secretions, and dexamethasone phosphate (Decadron, 1.5 mg/kg im) was
given to reduce the risk of brain edema. The femoral artery and vein were cannulated for the purpose of monitoring blood pressure and for
administration of fluid and anesthetic agents. The animal was placed in
a stereotaxic frame, and a craniotomy was performed to expose the
frontoparietal cortex. A skin pool filled with warm (38°C) liquid
paraffin was set up to prevent the cortex from drying. The distal
forelimb and hindlimb on the side contralateral to the craniotomy were
shaved and fixed in a perspex trough or plasticine mold to stabilize
the limbs and allow accurate positioning of the mechanical stimulator.
For some animals used in the present cortical study, anesthesia was
maintained for a further 12-18 h, during which an investigation of
response properties of tactile afferent fibers was conducted
(Coleman et al. 2001
). At the end of the experiment, an
overdose of sodium pentobarbitone was administered.
Mapping of distal limb representations in SI and SII
The exposed cerebral cortex was photographed and mapped
initially by means of evoked potential recording from the surface with
a platinum ball electrode (1-mm tip diameter) to determine the locus of
representation for the contralateral hand and foot in SI and SII (Fig.
1). These were identified as the areas
where short-latency (usually <10 ms for forelimb and <15 ms for
hindlimb), initially positive-going evoked potentials were elicited by
tap stimuli (3 ms, 200-800 µm amplitude) applied to the central palm or sole by means of a feedback-controlled mechanical stimulator (Turman et al. 1992
, 1995
; Zhang
et al. 1996
).
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Microelectrode mapping of the SII region was also carried out in detail
(200- to 400-µm separation of electrode tracks) in 13 of 17 experiments to locate precisely the SII hand and foot areas. Together
with evoked potential mapping, it revealed that these representations
are located at the upper convexity of the lateral sulcus and are
present largely in the exposed surface regions of cortex. The SII hand
and foot representations revealed by evoked potential mapping were, if
anything, slightly larger than those revealed by microelectrode
mapping. However, for these experiments, we did not distinguish the
so-called parietal ventral (PV) area (Krubitzer and Kaas
1990
) from "SII proper" as we found no dichotomy in the
focus of evoked potentials from a given peripheral source within this
lateral somatosensory region of cortex. Furthermore, there is no
cytoarchitectonic distinction between SII and PV, nor has any
difference been identified in the source of thalamocortical inputs to
these areas (Krubitzer and Kaas 1992
). In the present experiments the 4- to 5-mm diameter cooling blocks used would have
covered both of these putative divisions of the lateral
somatosensory area that we identify as SII (Zhang et al.
1996
).
Inactivation of SII by cooling
Localized cooling provides a well-established method for
selective and reversible block of transmission within particular regions of the cerebral cortex or other areas of the CNS (see review by
Brooks 1983
and Turman et al. 1992
;
Zhang et al. 1996
). The procedure is known to achieve a
block of synaptic transmission at temperatures of ~20°C, well above
the temperature of ~5°C needed for axonal conduction block and the
temperature of ~0°C, where permanent damage may be induced in the
neural tissue (Brooks 1983
). The localized cooling
procedure has been used in many previous investigations of cortical
interactions (e.g., Brinkman et al. 1985
; Girard
and Bullier 1989
; Hupe et al. 1998
;
Sandell and Schiller 1982
; Sherk 1978
)
and has been used previously in our laboratory for examining
interactions between different somatosensory cortical areas, in
particular, for examining SII responsiveness when SI was inactivated in
the cat (Turman et al. 1992
), rabbit (Murray et
al. 1992
), marmoset (Zhang et al. 1996
), and
possum (Coleman et al. 1999
), and for examining SI
responsiveness in the cat when SII was inactivated (Turman et
al. 1995
).
In the somatosensory areas of cortex in the marmoset, the hand areas of
SI and SII are separated by ~4 mm, with an intervening facial
representation (Zhang 1994
; Zhang et al.
1996
), a distance that allows the cooling method to be used in
one area without significant spread of cooling to cause disruption to
neural activity in the other area (Hupe et al. 1998
;
Zhang et al. 1996
). When the SI surface temperature was
lowered to 8°C by a 5-mm-diam block, cortical tissue at a distance of
4 mm had a small temperature drop from 38 to 35°C [see Fig. 2 in
Zhang et al. (1996)
, in agreement with measurements by
Lomber et al. (1996)
of a temperature gradient of
10°/mm]. Temperature changes of this magnitude cause no reduction in
responsiveness of cortical neurons according to previous studies (Sherk 1978
; for review, see Brooks 1983
;
Turman et al. 1992
; Vanduffel et al.
1997
). Whenever lower surface temperatures (4-5°C) were
required to ensure inactivation of SII in the present experiments (perhaps on account of the SII representation extending a little down
the upper bank of the lateral sulcus), the SI recordings were made
within the hindlimb representation area that had a separation of 7-8
mm from the SII cooling block (Fig. 1).
The inactivation of the hand and foot areas of SII was accomplished in the present experiments by localized cooling with a cylindrical silver block (Fig. 1), placed in contact with the cortical surface over the regions identified as the hand and foot areas of SII from the mapping study. The block was 5 mm diam (covering an area of ~20 mm2) in all experiments except one where the identified body representation was smaller than usual, permitting the use of a 4-mm block. A Peltier thermoelectric device was attached to the upper surface of the block, and the temperature at the face of the block was monitored by means of a thermistor embedded in the block.
Evoked potentials were recorded from the SII cortical surface beneath
the block with a platinum ball electrode inserted through a hole in the
block (Fig. 1). Heat generated at the upper surface of the Peltier
element was removed by circulating cold alcohol (
15°C), a procedure
that conferred a faster response time on the cooling device. The
temperature at the face of the block overlying SII was normally held at
38°C (control temperature) but could be changed within 1-3 min to
5-10°C, the temperature used for the inactivation of forelimb and
hindlimb areas of SII. Rewarming to the control temperature had a
similarly rapid time course.
The platinum electrode in the cooling block was used to record evoked potentials from SII, often from both hand and foot representations on account of their proximity (for example, position J in Fig. 1). A second surface electrode was placed on either the hand or foot representation in SI (Fig. 1A), and evoked potentials were recorded simultaneously from SI and SII by averaging 20-60 successive responses in a laboratory computer. Inactivation of the SII area was confirmed by the disappearance of the positive-going cortical evoked potential under the cooling block (Fig. 2).
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Microelectrode recording at the margin of the SII cooling block was also carried out to confirm the effectiveness of the cooling procedure for inactivation of SII, in particular, for any part of the SII body representation located within the lateral sulcus. These recordings, at depths up to 4,270 µm, in oblique tracks next to the cooling block revealed an abolition of responsiveness in the individual SII neurons usually at a higher temperature than that required for abolition of the SII-evoked potential in the same experiment. For example, in the case illustrated below in Fig. 3, although cooling to 10-12°C abolished responsiveness of the SII neuron to tactile stimulation of the contralateral hand, 8°C was needed to abolish the SII evoked potentials. As the initial, positive-going component of the cortical-evoked potential reflects the excitatory postsynaptic potentials (EPSPs) generated by synchronous thalamocortical input, it might be expected that the evoked potentials would be more resistant to cooling than the neuronal spike activity that depends on the EPSPs exceeding threshold. Nevertheless, it was the temperature required in each experiment to abolish the SII-evoked potential that was always used to study the effect of SII inactivation on SI responsiveness.
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Analysis procedures
The effects of inactivation of SII on the responsiveness of SI
neurons were also examined by evaluating stimulus-response (S-R)
relations before, during, and after SII inactivation (see Fig. 6), by
constructing peristimulus time histograms (PSTHs), and by examining the
extent of phase locking in the responses of SI neurons to vibrotactile
stimuli. Details of these analyses are given in Zhang et al.
(1996)
. Quantitative measures, in particular of percentage
entrainment, were derived from the cycle histograms to evaluate the
effect of SII inactivation on temporal patterning in the SI responses
to vibrotactile stimuli. The percentage entrainment represents a
quantitative measure of the tightness of phase locking and is the
highest percentage of impulse occurrences in any continuous half-cycle
of the cycle histogram distribution (Ferrington and Rowe
1980
; Ferrington et al. 1987a
,b
;
Mountcastle et al. 1969
). Percentage entrainment values
range from a minimum of 50%, in a histogram with a rectangular
distribution, indicating an absence of phase locking, to 100%, in a
distribution in which all impulse counts are confined within a
continuous half-cycle period.
The final measure obtained was the resultant R, which ranges
from 0 to 1 and is a measure of phase coherence in a cyclic
distribution such as a cycle histogram (Mardia 1972
).
This angular or directional statistic was developed for analyzing
information about phase relations in cyclic events and has been applied
in sensory physiology to measurements of the degree of synchronization,
or vector strength, in the responses of auditory neurons to tonal
stimuli (Goldberg and Brown 1969
; Lavine
1971
) and in our earlier studies of vibrotactile coding
(Greenstein et al. 1987
; Vickery et al.
1994
).
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RESULTS |
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Effectiveness of localized cooling for SII inactivation
The effects of localized SII cooling on SI responsiveness were examined first by means of evoked potential recording. The inactivation of SII was usually achieved when the temperature at the face of the cooling block fell to 5-10°C as shown for both the hand and foot areas of SII in Fig. 2. On rewarming to the 38°C control temperature, the SII responses usually recovered within 1-2 min (Fig. 2), and the inactivation procedure could be repeated without evidence of impairment. In some cases, in particular when the cortical temperature changes occurred rapidly, the phenomenon of cortical spreading depression was observed (see Fig. 10 and DISCUSSION) necessitating a repetition of the inactivation procedure.
The effectiveness of cooling for reversible SII inactivation was also
confirmed by single neuron recording from SII around the margin of the
cooling block (Fig. 3). As the overlying cortical temperature fell, the
spike responsiveness to skin stimulation was abolished by cooling to
12°C as revealed in the response traces in Fig. 3A and the
plot of response level (
) in Fig. 3B. Furthermore, background activity plotted in the bottom graph was also
abolished by the cooling. When the temperature of the cortex was
restored, the responsiveness of the SII neuron recovered promptly (Fig. 3, A and B), although there was an episode of
cortical spreading depression (CSD) in association with the second
rewarming (Fig. 3B).
Effect of SII inactivation on SI-evoked potentials
Evoked potentials recorded in 16 experiments from the SI focus of representation for the contralateral hand or foot were never abolished by SII inactivation (Figs. 2 and 4). Although the evoked potentials vary somewhat even from one control record (at 38°C) to another (e.g., for hindlimb SI evoked potentials in Fig. 2), there appeared to be little or no effect on the initial positive-going component in the majority (11/16) of experiments (Figs. 2 and 4, A-G), while small reductions in amplitude were apparent in a minority (3/16) of instances (Fig. 4, H-J) and inconsistent effects in the remaining two cases. The records in Fig. 2 show forelimb and hindlimb evoked potentials recorded simultaneously from SI and SII in association with SII cooling and inactivation. In each set of averaged evoked potentials, it may be seen that the SI-evoked potentials from the hand (top set) and foot (bottom set) survive the disappearance of the SII-evoked potential response as the SII surface temperature fell to 5-10°C. In the top set, the failure initially of the SII-evoked potential to reappear on rewarming to 38°C was associated with an episode of spreading depression.
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Figure 4 shows, for 10 different experiments, representative pairs of SI-evoked potentials, in the control circumstance in the left column when SII was at 38°C, and in the right column, in the test circumstance, when SII had been inactivated by cooling to the indicated temperatures. There was little or no effect of the SII inactivation on the amplitude of the initial positive-going potential in A-G, but some reduction or slowing of the SI response in H-J.
Effect of SII inactivation on responsiveness of individual SI neurons
The failure of SII inactivation to abolish SI-evoked potentials
demonstrated that the input responsible for the SI-evoked potential
traverses a direct path from the thalamus to SI. However, there are two
major limitations with observations based on the evoked potentials.
First, the amplitude of the cortical-evoked potential is known to
saturate at low stimulus intensities (McIntyre 1962
) and
therefore may not be a very sensitive index of changes in cortical
responsiveness. Furthermore, the evoked potential is generated by a
brief afferent volley, perhaps before there is time for any putative
indirect serial path through SII to contribute to the response.
Therefore the evoked potential observations do not permit firm
conclusions about the relative contributions that might be made, by
direct and indirect paths from the thalamus, to the responsiveness of
individual neurons to tactile stimuli that are maintained over periods
that allow signals to reach the neuron from both these sources. For
these reasons it was essential to examine quantitatively the effects of
SII inactivation on the responsiveness of individual SI neurons to
maintained and controlled forms of tactile stimulation as was done in
our earlier analysis of SII responsiveness in association with the
inactivation of SI (Zhang et al. 1996
).
Tactile responsiveness was examined for 31 SI neurons before,
during, and after SII inactivation by cooling, the majority of them (27/31) located in the SI hindlimb area as the greater separation of the foot representations in SI and SII, compared with
those for the hand, eliminated any risk of significant direct spread of
cooling from SII to the neuron under study. The four remaining SI cells
had receptive fields on the glabrous and/or hairy skin of the
contralateral hand. The sampled neurons came from parietal cortical
areas in which the SI-evoked potential was maximal (see
METHODS) and should correspond to cytoarchitectonic area
3b, as this area is reported to contain the only cutaneous representation within the postcentral strip (Krubitzer and Kaas 1990
). Among the 31 SI neurons studied, tactile responsiveness was unchanged by SII inactivation in two-thirds of the sample (20/31
neurons) and showed minor to more substantial reductions in the
remainder. In none was responsiveness abolished by SII inactivation.
The neurons examined were purely dynamically sensitive except for one,
responsive to static skin displacement, that was designated a slowly
adapting (SA) neuron.
The functional classes represented (Table
1) were identified in terms of the known
primary afferent fiber classes supplying the marmoset hand
(Coleman et al. 2001
). The 30 dynamically sensitive neurons included a small Pacinian-corpuscle (PC)-related class (3 neurons), based on their high sensitivity to skin vibration at
100 Hz
(Coleman et al. 2001
; Ferrington and Rowe
1980
; Hunt 1961
; Talbot et al.
1968
; Vallbo and Johansson 1984
), and a class sensitive to low frequency vibration (<50 Hz) or mechanical pulse trains (23 neurons) whose input appeared to come from glabrous skin
rapidly adapting (RA) afferents, probably associated with Meissner
corpuscles in primates (Coleman et al. 2001
;
Talbot et al. 1968
; Vallbo and Johansson
1984
; Zhang et al. 1996
), and a small sample (4 neurons) activated by hair follicle afferent (HFA) input (Table
1).
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SI neurons unaffected by SII inactivation
All four classes of tactile neurons sampled in SI, the PC-, RA-,
HFA-related, and the one SA neuron, were represented among the 20 neurons unaffected by SII inactivation (Table 1). This absence of
effect on SI responsiveness is illustrated in Fig. 5 for one of the PC-related neurons whose
response traces and peristimulus response histograms in A
were obtained in response to skin vibration (200 Hz, 25 µm; lasting
1 s; superimposed on a background 1.5-s step indentation; lower
waveforms in A) before, during, and after SII inactivation.
The expanded, superimposed records of this larger spike in the
insets in Fig. 5A, show no prolongation of the
spike during SII cooling (12°C) and therefore no evidence for
significant direct spread of cooling to the recording site
(Zhang et al. 1996
). The response level (
) to
successive vibratory stimuli and background activity (
) are plotted
in Fig. 5B and show considerable variability but no
systematic change in association with SII inactivation (12°C). The
mean response level (15.6 ± 4.7 imp/s, mean ± SD,
n = 26) during SII inactivation was not significantly
different (P > 0.05, t-test) from control levels before (13.3 ± 4.7, n = 35) and
after (13.8 ± 3.6, n = 30) SII
inactivation.
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Whenever recording stability allowed, the responses of the SI neurons were studied at more than one stimulus intensity to determine whether responsiveness at different levels of peripheral drive might vary in its susceptibility to the effect of SII inactivation. In Fig. 6 this analysis, for an RA-related neuron, shows no effect in the impulse traces in A where responses are shown at four amplitudes of the 20-Hz vibration stimulus before, during, and after SII inactivation in the left, middle, and right hand columns, respectively. The stimulus-response relations in Fig. 6B plot the mean response level (±SD) as a function of vibration amplitude for these three circumstances and show no significant effect of the SII inactivation (P > 0.05, 1-way ANOVA). The cycle histograms plotted as an inset in Fig. 6B are discussed below.
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SI neurons affected by SII inactivation
The SI neurons whose responsiveness was reduced by SII
inactivation (
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Effect of SII inactivation on temporal patterning of SI responses to vibration
If the SI responses were mediated by both a direct input path from
the thalamus and an indirect path through SII, one might expect that
the temporal differences arising between the inputs coming over the two
paths might contribute to temporal dispersion in the responses of
individual SI neurons to vibrotactile stimuli. We tested this
hypothesis by blocking the putative indirect path through SII and
examining whether there was a tightening of phase locking in the
responses of nine SI neurons to skin vibration at frequencies of
30
Hz. Even where the response level was unaffected, it was possible that
SII inactivation could have altered the phase locking in SI responses
if the indirect path through SII involved a combined
excitatory-inhibitory influence on the SI neuron (Zhang et al.
1996
).
The PSTHs on the left in Fig. 8 show qualitatively for two SI neurons that the tight phase locking of impulse occurrences to a 50 Hz (A) and 30 Hz (B) vibration train was unchanged during SII inactivation (5° in A and 8° in B) compared with controls (38° in A and B). Cycle histograms on the right in Fig. 8 enabled the tightness of phase locking to be quantified (in terms of measures of percentage entrainment; see METHODS) and confirm the absence of any persuasive effect when SII was inactivated.
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Quantitative measures of phase locking, based on the percentage entrainment, or Resultant (R) measure obtained from circular statistics (see METHODS, and Fig. 6B, inset) were derived for nine SI neurons from cycle histogram data of the type shown in Fig. 8 and the Fig. 6B inset. The nine included three PC-related neurons that responded to high-frequency vibration (200 and 300 Hz) with rather poor phase locking (percentage entrainment values below 65%), which was unchanged when SII was inactivated (Fig. 9). The results for all nine neurons are plotted quantitatively in terms of percentage entrainment values, before, during, and after SII inactivation in Fig. 9 and show no improvement (or decline) in phase locking in association with the SII inactivation. Absolute values are plotted in Fig. 9A and fall into two groups, the three PC-related neurons (with low entrainment values in their responses to high-frequency vibration) and six RA-related neurons (with high entrainment values in their responses to lower frequencies of vibration). In Fig. 9B, the precooling control values were normalized to illustrate the change in phase locking values from the control circumstance to, first, the SII inactivation value and, second, the postinactivation control value. The absence of any systematic change with SII inactivation indicates that SI responses to vibrotactile inputs are unlikely to be mediated via both a direct path from the thalamus and an indirect path via SII.
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Cortical spreading depression triggered by localized cortical cooling
A not infrequent phenomenon observed in these experiments and in
the earlier ones involving SI inactivation (Zhang et al. 1996
) was an abrupt and rather unpredictable disappearance of unitary and evoked potential activity in association with the localized
cortical cooling, or indeed, in some cases, in association with rapid
rewarming of the cortex to the control temperature (see Fig. 2). Where
this was observed for unitary activity, it was normally associated with
a transient high-frequency burst of impulses followed by a silent
unresponsive period lasting usually 1-3 min (Fig.
10). In the three episodes marked by
the asterisks in Fig. 10A, the transient burst was very
brief and fell between the 1 per 9-s sampling points. The burst was
longer lasting (~20 s) for another SI neuron in Fig. 10B
and detected in the sampled points. Clear silent periods in both the
peripheral-evoked response (
) and background activity (
) follow
the burst in four of the five examples in Fig. 10, A and
B. In these and other instances, the recovery of
responsiveness occurred within the period when SII remained
inactivated by cooling, and therefore the disappearance of
responsiveness was not caused by SII inactivation per se. Almost certainly this phenomenon reflects the occurrence of cortical spreading depression (Leao 1944
) for which
cortical cooling is known to be a predisposing trigger factor
(Marshall 1959
; Zacharová and Zachar
1961
). As spreading depression could be a confounding factor in
experiments where localized cortical inactivation is induced by
cooling, the phenomenon needs to be documented and recognized in
investigations of this kind.
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DISCUSSION |
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Effectiveness of localized cooling for SII inactivation
Cooling has been shown to provide an effective means for rapid
reversible inactivation of localized regions of the cerebral cortex in
earlier studies from our laboratory (Coleman et al. 1999
; Turman et al. 1992
; Zhang et al.
1996
) and elsewhere (e.g., Girard and Bullier
1989
; Hupe et al. 1998
; for earlier review see
Brooks 1983
). As the SII area of cortex in the marmoset
is located on the upper bank of the lateral sulcus and may extend into
the wall of the sulcus, it was necessary in the present study to ensure
the completeness of the inactivation of the fore- and hindlimb areas of
SII. First, our mapping, in agreement with Krubitzer and Kaas
(1990)
confirmed that the hand and foot representations were
almost entirely located on the exposed surface of the upper bank of the
lateral sulcus. Second, we established that not only surface-evoked
potentials from SII were abolished in association with cooling (Fig. 2)
but that SII unitary responses below the surface of the lateral sulcus
were also abolished (Fig. 3). Furthermore, as the cooling temperature
needed to block underlying single neuron responses was not as low as
that required to abolish the evoked potentials, and the routine
criterion for inactivation that we applied was the disappearance of the
evoked potential, we can be confident that inactivation of the fore-
and hindlimb areas of SII was complete.
On average, the cooling temperature needed to block SII-evoked
potentials (6.5°C) was about 3° lower than had been required in our
earlier study (Zhang et al. 1996
) for abolition of
SI-evoked potentials, presumably because of the slight extension of the SII representation into the wall of the lateral sulcus, and possibly also because of the prominent vessels and blood supply along the lateral sulcus.
As indicated in METHODS, we did not attempt any distinction
in this lateral somatosensory area between an SII proper and the PV
representation. However, as the entire area responsive to tactile stimulation of the hand and foot was covered, both these putative components of the lateral somatosensory area, that we term SII (Höhl-Abrahão and Creutzfeldt 1991
;
Krubitzer and Kaas 1992
; Zhang et al.
1996
), would have been inactivated by the cooling.
Effect of SII inactivation on SI evoked potentials
As there was never an abolition of the SI-evoked potential in
association with SII inactivation, and, in the substantial majority of
cases (11/16) the SI-evoked potential appeared unchanged, the results
demonstrate that the transient afferent volley responsible for
generating the SI-evoked potential is generated by a direct thalamic
input to SI as might have been expected on the evidence of the
well-recognized direct anatomical projection from the ventral posterior
thalamus to the SI area in the marmoset
(Höhl-Abrahão and Creutzfeldt 1991
;
Krubitzer and Kaas 1992
) as in other species.
Although there was a reduction in the SI-evoked potential in 3 of 16 experiments (with inconsistent effects in the two remaining cases), the
overall outcome was similar to earlier experiments investigating the
effect of SI inactivation on SII-evoked potential responses
(Zhang et al. 1996
), where in 8/20 experiments there was
some (usually small) reduction in the magnitude of the SII-evoked potential in association with the SI inactivation. Furthermore, these
evoked potential-based observations on the SI-SII interactions in the
marmoset are qualitatively similar to earlier results in the cat
(Rowe et al. 1996
; Turman et al. 1992
,
1995
) in which inactivation of SI or SII never abolished
the peripherally generated evoked potential from the other (SII or SI)
cortical locus, but, in a proportion of cases (~50%), led to some
reduction in its amplitude. In the marmoset, as in the cat, it appears
[based on single neuron data (see Effect of SII inactivation on
responsiveness of individual SI neurons) and Turman
et al. (1992
, 1995
) and Zhang et al.
(1996)
] that where there was any reduction in the response it
may be attributable to the removal of a background facilitatory influence mediated via the reciprocal intracortical connections that
link SI and SII.
Why such an influence was apparent in only a proportion of cases is
unclear, but, as we have suggested previously, it may be related to the
intracortical modulatory influences operating in a rather sparse and
context-dependent way (Turman et al. 1995
). There has
been no evidence in the present study or earlier ones that any observed
reductions in evoked potentials were associated only with weaker levels
of input (Zhang et al. 1996
). Furthermore, the analysis
of single neuron responsiveness in SI revealed that affected and
unaffected neurons could be encountered in the same experiment
irrespective of whether the SI-evoked potential was unaffected or was
somewhat reduced by SII inactivation in that experiment. At a
quantitative level, the somewhat lower incidence of any effect on the
SI-evoked potentials with SII inactivation compared with the reverse
circumstance (Zhang et al. 1996
) may be related to the
smaller size of the SII area compared with its SI counterpart in the
marmoset. However, at a qualitative level it appears that the evoked
potential observations on the SI-SII relations in the marmoset (based
on present observations and Zhang et al. 1996
) are
entirely consistent with those in the cat (Turman et al.
1992
, 1995
).
Effect of SII inactivation on responsiveness of individual SI neurons
The analysis of single neuron responsiveness in SI in association
with the SII inactivation was carried out with tactile inputs generated
by maintained and controlled forms of stimuli (generally
1 s in
duration), which would allow time for inputs that might traverse any
putative indirect serial path via SII to contribute to the response in
the SI neuron. However, the failure of SII inactivation to abolish
responsiveness in any of the 31 SI neurons studied and the absence of
effect in two-thirds of the sample extends the argument arising from
the evoked potential analysis, that tactile inputs to SI, whether
transient or maintained, are largely or exclusively conveyed
over a direct path from the thalamus to the SI neuron.
Although a reduction in responsiveness was observed for some SI
neurons, this was reminiscent of the effect of SI inactivation on SII
single neuron responsiveness in both the cat (Turman
et al. 1992
) and the marmoset (Zhang et al.
1996
) and is similar to the observation in the cat that a
proportion of SI neurons show some reduction in response when the SII
area is inactivated by cooling. However, as we observed in the cat
(Turman et al. 1995
), SI neurons that showed some
reduction in tactile responsiveness also showed some
reduction in background activity, suggesting that the SII inactivation
removed a background facilitatory influence from SII, which in the
present experimental circumstances operates, as it does in the cat
(Turman et al. 1995
), on a minority of SI neurons. A
further observation consistent with this interpretation, and with
earlier results in the cat (Turman et al. 1995
), was that SII inactivation led to no enhancement in the tightness of phase
locking in SI responses to vibrotactile stimuli. An improvement in this
measure might have taken place if the peripheral input to individual SI
neurons came from the thalamus over both a direct path
and an indirect path via SII, as the SII inactivation may have eliminated temporal dispersion associated with the two putative input paths.
In none of the SI neurons whose responses were affected by SII
inactivation could the effect be attributed to direct spread of cooling
to the recording site as most (10/11 affected neurons) were recorded
within the SI hindlimb area in the medial part of SI near the sagittal
sulcus, at a distance of ~10 mm from the cooling block over SII.
Temperature profiles measured previously around the cooling block have
shown negligible spread of cooling at these distances (Lomber et
al. 1996
; Turman et al. 1992
; Zhang et
al. 1996
). Furthermore, monitoring of spike waveforms from the
recorded SI neurons even in the SI forelimb area showed no prolongation
of the waveform indicative of spread of cooling to the recording site
(Figs. 5A and 7A) (Sherk 1978
;
Turman et al. 1992
, 1995
; Zhang et
al. 1996
). In addition, affected and unaffected SI neurons were
encountered at similar distances from the SII cooling site.
Extent of cortico-cortical modulatory interactions between SI and SII
In our earlier study of marmoset SI-SII interactions (Zhang
et al. 1996
) ~70% of SII neurons displayed some reduction in
responsiveness in association with SI inactivation compared with the
35% of SI neurons in the present study that showed a reduction with
SII inactivation. The different incidence of cortico-cortical
influences may, in part, be related to anatomical asymmetries present
(at least in certain primates) in the SI-SII linkages (for review see
Burton 1986
; Jones 1986
).
In particular, the projection from SI to SII is focused on granular and
supragranular layers within SII, whereas the less dense, more diffuse
reverse projection from SII is directed predominantly to layers I and
VI of SI. The differential nature of the anatomical linkages has led to
the hypothesis that the former represents a feed-forward
connection for the flow of sensory information, whereas the projection
from SII to SI is a feedback connection perhaps contributing
to a more nonspecific maintenance of excitability in SI (Jones
1986
).
Although this anatomical asymmetry may contribute to the higher
incidence of modulatory influences operating in the SI to SII direction
in the marmoset, another factor may be the differential size of the two
areas. In this species the hand area of SI appears to occupy ~5-10
times the area of its counterpart within SII (Zhang 1994
).
It should also be emphasized that in the cat, which has no anatomical
asymmetry in the cortico-cortical connections between SI and SII (see
Burton 1986
review), we have also found evidence for a
differential incidence of cortico-cortical modulatory influences, but
in the reverse direction from that seen in the marmoset.
Thus ~20% of cat SII neurons displayed some reduction in
responsiveness with SI inactivation (Turman et al.
1992
), but ~40% of SI neurons showed a reduction when SII
was inactivated (Turman et al. 1995
). We argued at that
time that these quantitative differences probably did not represent a
fundamental differentiation of SI and SII function in the cat, in
particular as the reductions in responsiveness for individual neurons
were usually small (Turman et al. 1992
, 1995
). As this was also the case for the SI-SII
interactions observed in the marmoset (Zhang et al. 1996
and present study), it remains somewhat uncertain whether the
quantitative differences in the SI-SII modulatory influences reflect a
fundamental differentiation of function for SI and SII.
Role of cortico-cortical modulatory interactions between SI and SII
The functional significance of the cortico-cortical linkages between SI and SII has been a matter of some speculation, in particular, based on the anatomical asymmetries described above for certain primates. Although these speculations have stimulated discussion and further research, there is little functional evidence at this stage in support of them. Regrettably, we can add little more that is concrete to this debate, in particular, from the context of experiments in anesthetized animals. However, in functional terms, the intracortical linkages from either area may provide a gain adjustment for responsiveness in the other area, or impose some spatial shaping on the activity profile in that area.
This hypothesis for a "gain" control influence mediated by
cortico-cortical linkages is reminiscent of the interpretation suggested by Burton et al. (1990)
to account for the
virtual abolition of SII responses in the macaque monkey after SI
ablation. Rather than interpreting their results as direct evidence for
a simple serial scheme of organization for SI and SII in the macaque,
they proposed that SI may "gate" thalamic inputs to SII, either at the level of the cortex or the thalamus, and thereby exert an "enabling" influence on SII responsiveness. Furthermore, as we have
suggested before (Rowe et al. 1996
; Turman et al.
1992
, 1995
; Zhang et al. 1996
),
these cortico-cortical influences may modulate the sensitivity or
responsiveness of neurons in either area in the context of voluntary
motor actions or in the switching of selective attention in the
conscious behaving animal.
The question of how such modulatory influences might operate
differentially from one area on the other, or be switched in direction,
also remains a matter for conjecture. However, this might be
determined, in part, by the nature of the sensory inputs being
processed at the time and the quantitatively differential representation of different receptor sources within SI or SII. Thus SII
appears to have a predominant role in processing PC inputs, whereas RA
and SA inputs appear to have a more prominent representation in SI
(present observations, and Bennett et al. 1980
;
Burton 1986
; Ferrington and Rowe 1980
;
Fisher et al. 1983
; Zhang et al.
2001
). Therefore in circumstances in which tactile inputs are
biased toward PC sources, for example, in processing high-frequency
vibrotactile information, SII may assume processing priority and
modulate SI activity. In contrast, when inputs are biased toward RA or
SA sources, SI may assume processing priority and exert the dominant cortico-cortical modulatory role. However, the operation of these facilitatory or disfacilitatory influences may, of course, be determined by many factors, including the anatomical asymmetries of the
linkage, together with the exigencies of consciousness, directed
attention, and voluntary motor control.
Hierarchical equivalence of SI and SII in tactile processing
Despite the quantitative differences in the incidence of
cortico-cortical modulatory interactions between SI and SII in the marmoset, it must be emphasized, as indicated above, that the effects
of SII inactivation on SI responsiveness are qualitatively very similar
to the effects of SI inactivation on SII responsiveness (Zhang
et al. 1996
). Furthermore, the marmoset results are
qualitatively very similar to those observed for SI-SII interactions in
the cat (Turman et al. 1992
, 1995
). The
functional data from both the single neuron and the evoked potential
analyses suggest that SI and SII in the marmoset, as in the cat, occupy
a position of hierarchical equivalence in a thalamocortical processing
network that is largely parallel in its organizational
scheme. This conclusion is also reinforced by our findings, in the
accompanying paper (Zhang et al. 2001
), that SI- and
SII-projecting neurons of a given class (e.g., PC-, RA-, or SA-related
neurons) within the marmoset ventral posterior thalamic nucleus show no
systematic differences in their functional capacities, and that both
these groups of thalamocortical projection neurons convey high-acuity tactile information directly to SII as well as to SI.
In concluding that SI and SII occupy positions of hierarchical
equivalence in the processing of tactile information, we should emphasize that our reference to equivalence is strictly
confined to the issue of the sequence or temporal staging in
which the two areas process incoming tactile information under the
experimental conditions in which we have been able to examine these
issues. We do not wish to imply an equivalence in processing capacities for SI and SII. Indeed, there is good evidence, much of it from our
earlier studies, for both qualitative and quantitative differences between the two areas in their processing capacities. First, there appear to be differences in the proportional representation of particular classes of sensory fibers within the two areas (see above;
and Bennett et al. 1980
; Ferrington and Rowe
1980
; Fisher et al. 1983
; Rowe et al.
1985
; Zhang et al. 2001
). Second, we have
provided evidence for quantitative differences in the cat between SI
and SII neurons in their capacities for coding information about the
frequency component of vibrotactile stimuli (Ferrington and Rowe
1980
; Rowe et al. 1985
). These studies revealed
that SII neurons have a greater capacity for responding with
phase-locked impulse patterns to high-frequency vibration (
100 Hz)
than do their counterparts in SI, a finding that points to a more
important role for SII than for SI in this aspect of vibrotactile
coding and processing.
We would therefore argue that, although SI and SII are clearly not equivalent in their processing capacities, they appear to operate at a level of hierarchical equivalence in terms of the temporal staging of their processing, at least under the experimental conditions of our analysis.
Parallel organization of SI and SII in different species
Consistent evidence for the parallel scheme of thalamocortical
organization for SI and SII in the marmoset monkey has now been
obtained from the accompanying functional analysis of SI- and
SII-projecting thalamocortical neurons (Zhang et al.
2001
) and from the investigations of SI-SII interactions based
on reversible inactivation of either SI (Zhang et al.
1996
) or SII (present study). This accumulated evidence from
the marmoset monkey necessitates a revision of the hypothesis that
tactile processing at thalamocortical levels in simian primates is
based on a serial scheme in which signals are conveyed from the
thalamus to SI, and thence to SII. Thus it is no longer appropriate to
sustain the hypotheses that, for primates in general, 1) the
major somatic drive to SII is from the postcentral, or SI cortex
(Pons 1996
), 2) the thalamic input to SII
plays only a modulatory rather than an activating role
(Garraghty et al. 1990
), and 3) the
relationship between SI and SII differs fundamentally from
that in nonprimates (Garraghty et al. 1990
).
These conclusions about the parallel organization of SI and SII in the
marmoset are consistent with the consensus that these cortical
processing areas are organized in parallel in a diverse range of
nonprimate placental mammals (Burton and Robinson 1987
; Garraghty et al. 1991
; Manzoni et al.
1979
; Murray et al. 1992
; Turman et al.
1992
, 1995
) and in mammals of the marsupial
order (Coleman et al. 1999
), which diverged from the
placental line in the Cretaceous period, ~140-70 million years ago
(Rowe 1990
). Our confirmation of a parallel
organizational scheme for SI and SII in the marmoset monkey, in
contrast to the earlier support (based on SI ablation studies) for a
serial scheme of organization (Garraghty et al. 1990
),
demonstrates that there is no fundamental distinction between primates
in general and other mammals in the organization of these
thalamocortical systems for tactile processing.
Although there is reported to be serial organization of the SI and SII
areas in the macaque monkey (Pons et al. 1987
,
1992
), this was also based on a study involving surgical
ablation of the SI area and should, if possible, be re-investigated
with a less disruptive reversible procedure, such as localized cooling, for SI inactivation to allow examination of SII responsiveness before,
during, and after the SI inactivation procedure. This is necessary lest
the ablation procedure itself induced effects that confounded the
interpretation of results in the macaque, as we have suggested
(Zhang et al. 1996
) may have occurred in the earlier
marmoset studies (Garraghty et al. 1990
). We argued then
that the surgical ablation of SI in the marmoset may have induced a
depressant effect on SII responsiveness, for example, by setting up an
injury discharge in corticocortical neurons that project from SI to the
topographically related region of SII, leading to changes in
extracellular ion concentrations, in particular, K+ ion accumulation, and accommodation block of
neurons within this region of SII (Zhang et al. 1996
).
We did not attempt in the present study to verify the generality of
this explanation by ablating SII to determine whether this abolished SI
responsiveness. We believe that this would not be a satisfactory test
because SII is very much smaller than SI in the marmoset, and thus the
number and probable density of cortico-cortical projections from SII to
SI would be much lower than in the reverse direction. The injury discharge set up in SII may therefore be insufficient to
generate the putative accommodative block in SI.
A re-investigation of the parallel/serial issue for SI and SII in the
macaque becomes all the more important with new data emerging first,
from Nicolelis et al. (1998)
, emphasizing that multiple
cortical areas in the owl monkey (including SII, and areas 3b and 2 within SI), operate almost simultaneously in processing tactile
information about stimulus location, and second, from studies based on
noninvasive recording of evoked neuromagnetic responses from the human
SI and SII areas. The latter observations indicate that the SII area is
co-activated with SI in the processing of somatic afferent inputs of
median nerve origin (Karhu and Tesche 1999
).
Furthermore, other human studies based on the effects of parietal lobe
lesions have shown that vibrotactile perception was unaffected in
patients with lesions limited to the SI area, leading the authors to
the conclusion that vibrotactile information is not dependent on the SI
region but is processed in a nonserial, probably parallel cortical
network (Knecht et al. 1996
).
In this regard, a recent study in humans (Ffytche et al.
1995
) has challenged the established view (Drasdo et al.
1993
; Probst et al. 1993
) that visual cortical
area V5, the putative visual-motion processing site, is hierarchically
beyond the striate area, V1, in a predominantly serially organized
processing scheme. This re-evaluation, using visually evoked
electroencephalography coupled to magnetoencephalography, indicates
that there is parallel input of visual information to both V5 and V1
(Ffytche et al. 1995
).
In conclusion, the accumulating evidence in studies of somatosensory cortex in particular, but also perhaps visual cortex, emphasizes the importance of parallel, distributed mechanisms as the dominant organizing principle, at least for those stages of sensory processing within the cerebral cortex that involve SI and SII. Furthermore, there are no longer grounds for the view that there has been an evolutionary shift in the organization of the somatosensory thalamocortical networks from parallel to serial mode with the emergence of the primate line in mammalian evolution.