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The Journal of Neurophysiology Vol. 87 No. 1 January 2002, pp. 229-239
Copyright ©2002 by the American Physiological Society
Department of Physiology and Division of Neuroscience, University of Alberta, Edmonton, Alberta T6G 2H7, Canada
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ABSTRACT |
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Misiaszek, J. E. and K. G. Pearson. Adaptive Changes in Locomotor Activity Following Botulinum Toxin Injection in Ankle Extensor Muscles of Cats. J. Neurophysiol. 87: 229-239, 2002. The present study investigated the adaptations made in motor behavior following a temporary reduction in ankle extensor activity in the walking cat. Temporary muscle weakness was induced by injecting botulinum toxin into the lateral gastrocnemius (LG), plantaris (PL), and soleus (SOL) muscles, or SOL alone. The medial gastrocnemius (MG) muscle was not injected. Adaptations in the level of muscle activity were recorded using chronically implanted electromyographic (EMG) electrodes. Serial recordings were made prior to botulinum toxin injections and for several days following the injections. Kinematic analysis of ankle joint movements was made from video records to assess the impact of the botulinum toxin injections on the function of the ankle joint during walking. Following injection of the LG, PL, and SOL muscles with botulinum toxin, the amplitude of the MG burst increased over a period of a few days to a week. This increase was similar to the previously reported changes produced in MG following transection of the nerves serving LG, PL, and SOL. Following the weakening of the ankle extensor muscles, there was a temporary deficit in ankle function during walking as evidenced by a marked increase in the amount of ankle flexion that occurred at stance onset. This functional deficit recovered relatively quickly and was not associated with a return of the EMG pattern to the preinjection pattern. After recovery from the initial injections, a second injection of botulinum toxin into SOL alone was performed. No functional deficits were observed in the ankle movements during walking following this second injection. However, weakening SOL produced increases in the burst amplitudes of the MG, LG, and PL muscles over a period of a few days. This suggests that normal movements at the ankle during walking can be generated with more than one pattern of ankle extensor activity and that there is flexibility in how the necessary torque is produced. A final procedure, transection of the nerves serving LG, PL, and SOL, failed to produce any functional deficits in ankle movements. The implication is that adaptations to the neural control of ankle extensor activity that were induced by the initial procedure persisted after the recovery of the injected muscles and were sufficient to compensate for the subsequent challenges.
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INTRODUCTION |
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The ability to produce
purposeful movements requires an accurate estimate of the biomechanical
properties of the moving structures. Over the life span of an animal,
the properties of these structures change during the natural course of
development and aging and may be altered as a result of use, injury, or
disease. Thus, if movement accuracy is to be maintained over a long
period of time, changes in the mechanical properties of the moving
structures must be detected by the CNS to produce the appropriate
adaptive modification of motor output. There are now numerous examples of adaptive changes in motor output and/or behavior in response to
either modifying the mechanical properties of a motor system (Carrier et al. 1997
; Optican et al.
1985
; Pearson et al. 1999
), or altering the
physical properties of the environment in which the movement is
performed (Du Lac et al. 1995
; Knudson
1994
; Krakauer et al. 1999
; Thoroughman
and Shadmehr 1999
).
Recently, we demonstrated that the pattern of activity in the medial
gastrocnemius (MG) muscle in walking cats changes in an adaptive manner
after cutting the nerves to the synergist muscles: lateral
gastrocnemius (LG), soleus (SOL), and plantaris (PL) (Pearson et
al. 1999
). The electromyographic (EMG) activity in MG
progressively increased over several days, while the excessive ankle
yield at ground contact progressively decreased. Over the first few
days the portion of the MG EMG occurring after ground contact increased rapidly, and this increase was associated with enhancement of ankle
extension during mid- to late stance. The portion of the MG EMG
occurring prior to ground contact increased more slowly. The increase
in the early component was related to the decrease in ankle yield that
occurred over a period of about 1 wk (see Fig. 6B in
Pearson et al. 1999
). These adaptive changes were found to be use dependent, implying that the altered afferent feedback associated with the deficit initiated the adaptive increase in the
magnitude of MG activity.
In our previous study (Pearson et al. 1999
) the cutting
of the nerves to the synergist muscles permanently eliminated these muscles from the locomotor system. In addition, this procedure also
transected the sensory afferents of the denervated muscles, thus
raising the possibility that the use-dependent increases in MG activity
might depend on trophic modification of the terminal processes of the
cut afferents. For example, modification of these terminals may
facilitate use-dependent changes in terminals of uncut afferents from
MG. Thus one of the purposes of the current investigation was to
determine whether weakening synergist muscles without damage to their
afferents could produce similar adaptive increases in MG activity. The
method we chose was to inject botulinum toxin into the bellies of the
other ankle extensor muscles. Botulinum toxin blocks transmission at
the neuromuscular junction by impairing the release of acetylcholine
(Jankovic 1994
). An attractive feature of using
botulinum toxin is that the neuromuscular blockade is not permanent.
Recovery of neuromuscular transmission returns over a period of a few
weeks to a few months. This feature allowed us to address the question
of whether any modification of MG activity resulting from toxin
injection was fully reversible. This does not necessarily have to occur
since it is conceivable that on recovery of neuromuscular transmission
the relative contribution of each muscle in controlling
ankle extension is altered, but the net effect of all four muscles
remains normal. Furthermore, it is possible that some of the adaptive
modifications of MG activity are irreversible, and compensatory change
must occur in the activity of synergists for the production of normal
movements. Preliminary results of this investigation have appeared in
abstract form (Misiaszek and Pearson 1999
).
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METHODS |
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Experiments were performed on three adult cats (2 female, 1 male) weighing between 2 and 3.5 kg. The experimental procedures were approved by the Health Sciences Animal Policy and Welfare Committee at the University of Alberta.
Experimental procedure
The animals were trained to walk on a motor-driven treadmill at speeds ranging from 0.4 to 1 m/s. Once the animals were sufficiently trained, EMG recording electrodes were implanted into the MG, LG, SOL, and PL muscles of the right hind leg. Two pairs of electrodes were implanted into MG to provide a safeguard in the event of failure of one set of electrodes. In addition, the similarity between the EMG profiles recorded from the two sets of electrodes in MG provided assurance that the changes in the EMG activity were not due to movement of the electrodes. The EMG electrodes were comprised of a multi-stranded stainless steel wire (Cooner Wire Company, AS632) insulated except for a 3- to 4-mm length positioned in the muscle. To implant the wires into the muscles, the ends of the wires were secured to a 21-gauge needle that was then passed through the belly of the muscle. The two wires of an electrode pairing were then knotted and secured to the muscle with a silk suture. The electrodes were fed subcutaneously to the head of the animal where they were soldered to a plug adapter, which was then secured with dental acrylic to screws embedded into the skull. A cable connection to the amplifiers was inserted into the plug during recording sessions. This cable was supported above the animal by a retractable tether so that the cat was free to move about the treadmill. Two to 3 days following the implantation of the electrodes, EMGs were recorded while the animal walked on the treadmill. This was repeated for 3-7 days to ensure that the signals were stable across recording sessions.
Botulinum toxin was injected into the bellies of LG, SOL, and PL to
produce temporary weakness of these muscles. Under halothane anesthetic
(halothane mixed with 95% oxygen and 5% carbon dioxide) and using
aseptic technique, the bellies of the three muscles were exposed. Each
muscle was injected at multiple sites with a solution (10.0 mouse LD50
units per 0.1 ml) of botulinum toxin type A (BOTOX, Allergan, Markham,
Ontario, Canada). The doses used for each animal are listed in Table
1. These doses are similar to those used
previously in cats (Pinter et al. 1991
). Furthermore, these doses substantially reduced the transmission at the neuromuscular junctions of the injected muscles as evidenced by the reduced EMG
levels for PL, LG, and SOL depicted in Fig.
1. The effectiveness of the block varied
from cat to cat and muscle to muscle within a cat. There was no
evidence in the EMG activity that MG was exposed to any of the toxin.
In addition, there was no evidence of systemic botulism in any of the
animals following the treatment. All cats fed, groomed and generally
behaved normally.
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Following the injection of the toxin, EMG and video recordings were
made over the next several weeks as the animals walked on the
treadmill. For cat 1 we permitted the animal to recover for
2 days following the injection prior to recording the first session. We
initiated recordings in cat 2 24 h after the injection. In cat 3, the first recordings were made about 6 h
after the injections, once the animal had sufficiently recovered from
the anesthetic. Recordings were made over the next 5-6 wk (Table 1)
while the activity in the injected muscles recovered. Subsequently, a
second botulinum injection was administered to only the SOL muscle.
Injection of SOL alone was selected for this second series as the
recovery of the MG muscle activity toward control values appeared to be closely related to the recovery of function in SOL activity in the
first series (Fig. 4). Moreover, the injection of the botulinum toxin
appeared to be most effective in blocking the SOL muscle activity. For
each cat, the dose used for this second injection was 40 units. Initial
EMG and video recordings were made 5-6 h after the injection and
continued over the next 4-6 wk (Table 1). Following recovery from this
second injection, LG, SOL, and PL were exposed, but not injected with
the toxin. This sham operation was performed on two animals, and
recordings were made for the next 7 days. In one animal (cat
1), we performed a tenotomy of SOL, and recordings were made for
the next 14 days. The results of the procedure in this first cat were
unremarkable. Therefore this procedure was not repeated in the other
cats. Finally, in all animals the nerves to LG, SOL, and PL were
transected repeating the procedure performed in our previous paper
(Pearson et al. 1999
). Data were recorded within 6 h of the transection and repeated over the next 3 wk.
Data analysis
The EMG signals were amplified (×500-20,000) and filtered (30-10,000 Hz, Grass P511 preamplifier, Astro-Med, West Warwick, RI) prior to storage onto magnetic tape (VHS, Vetter 4000A PCM recording unit). The data were later full-wave rectified, filtered (low-pass 20 Hz), digitized (sampling at 700 Hz) using an Axotape data acquisition system (Axon Instruments), and stored to computer disk. The timing and magnitude of the EMGs were measured using custom software.
Data from our previous paper (Pearson et al. 1999
)
suggested that there were two distinct components of the MG EMG trace
and that each might be regulated by different mechanisms following the
transection of the LG, SOL, and PL nerves. Consequently, in the present
study we quantified the MG EMG over these same two periods (Fig. 4).
The first period was the initial 80-100 ms of the burst, which varied
in duration from cat to cat depending on the time of EMG onset to the
initiation of stance phase (time of ground contact). The second period
was a window of equal duration (dependent on the duration of the first
interval) centered on the peak of the EMG activity that followed ground
contact. We refer to these two periods as the initial and late
components, respectively. We wished to determine changes in the profile
of the MG EMG in the days following the injection of LG, SOL, and PL
with botulinum toxin. Consequently, all averages were normalized to the
values obtained on the day of the injections. This recording session
occurred prior to the injections and is referred to as day
0. Typically, average EMG amplitudes were obtained from measuring 50-60 individual steps while the animal was walking regularly at one
position of the treadmill.
The amplitudes of the EMGs from LG, SOL, and PL were also quantified over the days subsequent to injection to determine the extent and duration of the neuromuscular block of these muscles. For this analysis, the MG EMG was used to determine the timing of the measurement window as the reduced EMG levels in the affected muscles made onset times difficult to determine (see Fig. 1). For these muscles, we measured the average EMG amplitude over the first 400 ms of the burst.
Analysis of the EMG data were similar following each of the additional procedures (reinjection of SOL alone, sham and nerve transection). The amplitudes of the measured EMGs were always normalized to the values obtained during the recording session immediately preceding the procedure. This allowed us to assess the effects of the procedure per se, rather than comparing the results to a control value obtained prior to a number of intervening procedures. However, this also meant that the control value used for normalization included some residual influences from the preceding procedure. Consequently, we are restricted to a largely qualitative analysis of the influence of these later procedures. Nevertheless, the changes in the MG EMG are robust, suggesting any residual influences of the preceding procedures are minor in comparison.
The kinematics of stepping of the right hind leg were determined from digitized images from the video recordings. For each recording session, reflective markers were placed on the iliac crest, the hip, knee, and ankle joints, and the paw to allow measurement of the joint angles. To ensure the markers were placed consistently between each session, the position of each marker was outlined on the shaved skin with indelible ink. A video capture card (Miro DC20) digitized the images at 30 frames/s. Custom software was used to calculate the joint angles from these images. Our primary interest was the angle of the ankle joint. The ankle kinematics were determined by averaging 10-15 steps. The video data were obtained from the same sequence of walking used for the EMG analysis. We used data obtained during the preferred walking speed of the individual animal for analysis. Two cats provided consistent walking at 0.6 m/s, the other cat preferred stepping at 0.5 m/s.
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RESULTS |
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Effectiveness and time course of action of botulinum toxin injection
EMG recordings from LG, SOL, and PL demonstrated that injecting
botulinum toxin into these muscles led to neuromuscular blockade (Fig.
1). Blockade began within a few hours of injection and was maximal in
1-2 days (Figs. 2, 3, and 5). The amount
of blockade varied depending on the muscle. In SOL, blockade was almost
complete in all but one case (Fig. 2), whereas in LG and PL blockade
was never complete (Fig. 3; for cat
3, the LG electrodes were damaged during the injection surgery; as
a result, LG was not recorded from this animal). In LG and PL the
maximum suppression of EMG activity varied between 53 and 92%. We are
uncertain as to why botulinum toxin injection was less effective in LG
and PL. One possibility is simply that these muscles are larger than
SOL, thus reducing the probability that the injection sites were close to neuromuscular junctions. Another is that botulinum toxin may preferentially block transmission in slow motor units as evidenced by
the earlier onset and more rapid progression of atrophy in "slow"
muscle fibers following botulinum toxin injection (Duchen 1970
; Rosales et al. 1996
).
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One of the objectives of this investigation was to determine whether weakening of the synergists of MG produced modifications of MG bursts similar to those occurring following transection of the nerves innervating synergists. Since the latter primarily occur over a period of 1 wk, it was important to first estimate the time course of recovery from the neuromuscular blockade. This is not a straightforward matter of simply monitoring the reduction in the magnitude of EMG bursts in an injected muscle because a reduction in the number of functional motor units may be overshadowed to some extent by compensatory increases in the level of activity of motor units that are not blocked. For example, in the SOL muscles in which near complete block was achieved (5 of 6 times SOL was injected), the magnitude of burst activity began to progressively increase a few days after injection, and it returned to a value close to control over a period of about 4 wk (Fig. 2). This period probably underestimates the actual time course of recovery from neuromuscular blockade. The progressive increase in SOL EMG may be due in part to a progressive enhancement of motor unit activation and not entirely due to recovery from neuromuscular blockade. In any event, it was clear that the duration of action of botulinum toxin in SOL, and probably in LG and PL as well, was sufficient to allow us to examine the influence on burst activity in the noninjected MG muscle over the first week following muscle injections.
Changes in MG bursts following weakening of synergists
When LG, SOL, and PL were injected with botulinum toxin, the
magnitude of the bursts of activity in MG increased significantly (Fig.
4). We quantified changes in the initial
and late components of the MG bursts (see Fig. 4A) since
previously we found a difference in the time course of changes in these
two components (Pearson et al. 1999
). Figure 4,
B-D, illustrates that the magnitude of the late component
increased rapidly over the first few days following the injection and
then continued to increase more gradually over a period of a week or
more until reaching a peak increase ranging from 150 to 400%.
Following this large increase, there was a slow decline in magnitude
over a period of 3-4 wk toward control values. The pattern of the
increase in the late component of the MG bursts over the first week
differed in one obvious aspect from that observed in our previous study
using nerve transections to denervate LG, SOL, and PL (see Fig. 5 in
Pearson et al. 1999
). In that study the late component
increased rapidly within 2 days of the nerve transection, but
thereafter increased only slightly or decreased, whereas in this study
the initial increase in the late component was more gradual and
continued over several days. One possibility for this difference is
that the neuromuscular blocking action of botulinum toxin requires a
number of days to be fully effective. Consistent with this view is that
when SOL muscle alone was reinjected, the late component of the MG
bursts increased to maximum values within 2-3 days, corresponding to
the time of maximum suppression of activity in SOL (Fig.
5A). Another possible explanation is that injection of the
muscles does not eliminate the afferent feedback from those muscles, in
contrast to the immediate loss of afferent feedback with a nerve
transection. Thus proprioceptive signals from LG, PL, and SOL would
continue to be delivered to the spinal cord. It is difficult to
speculate what impact this might have on the adaptive processes
responsible for the functional recovery as the afferent signals from
these muscles would themselves be altered by the changing state of the
parent muscle.
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A notable feature of the change in the magnitude of the late component of the MG bursts was that the recovery toward normal values was closely associated with an increase in the magnitude of the SOL EMG. This was seen when LG, PL, and SOL were injected (Fig. 4) and when only SOL was reinjected (Fig. 5). Note that this association also occurred in the one unusual animal (cat 2 in Fig. 4) in which activity in SOL was not completely blocked and increased well above normal after 10 days.
The initial component of the MG EMG also increased following the
injection of botulinum toxin into synergist muscles (Fig. 4,
).
Unlike the increase in the late component, however, the increase in the
initial component was relatively modest (ranging from 60 to 100%), and
it did not show a large increase on the day following injection
(cats 2 and 3 in Fig. 4). Another difference was
that the initial component, although decreasing slightly following a
peak increase, did not return to a value close to control within 4-5 wk.
The initial and late components of the MG bursts were influenced differently following reinjection of SOL alone. In the example shown in Fig. 5 (all 3 cats yielded similar data), activity in SOL was almost completely suppressed within 2 days of toxin injection, and its activity returned slowly over a period of about 3 wk. Corresponding to the decreased activity in SOL was an increase in the activity of MG, LG, and PL (Fig. 5A). A closer analysis of the MG bursts revealed that the increase was primarily in the late component (Fig. 5B). On day 4 for instance, the late component had increased by over 60%, whereas the initial component had increased by <10%.
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Changes in ankle kinematics following botulinum toxin injections
Not unexpectedly, injection of botulinum toxin into LG, SOL, and PL resulted in deficits in movements at the ankle during the stance phase (Fig. 6, A-C). At stance onset in the normal walking cat, there is a flexion of the ankle joint as the weight of the animal loads the leg. This ankle flexion at early stance was markedly increased following the weakening of LG, SOL, and PL with botulinum toxin. Figure 6A shows plots of the ankle angle during the stance phase for one cat before, 2 days after, and 2 wk after the injections. Each trace begins 66 ms prior to ground contact. These plots show an exaggerated yield (flexion) at the ankle 2 days after the injections compared with normal, and a virtually complete recovery by 2 wk.
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The increased flexion of the ankle during stance onset is quantified in Fig. 6B for the same cat as in Fig. 6A (cat 2). The ankle flexion increased over several days following the injections, then decreased toward control values beginning about a week after the injection. Prior to the injection of the toxin, the average amplitude of ankle flexion at ground contact was 14.6 ± 1.83° (mean ± SE). This increased to a maximum amplitude of 35.5 ± 5.58° 4 days following injection. The amount of ankle flexion remained relatively stable for 2-3 days before decreasing toward control. Within 11 days of the injection, the exaggerated flexion of the ankle at ground contact was no longer evident. No further changes were evident thereafter. This pattern of deficit and recovery was similar for all three cats. Figure 6C shows the average data from the three cats over a period of 35 days following the injection of the LG, SOL, and PL muscles. In all instances the hyperflexion of the ankle at ground contact was reduced to values close to normal within 2 wk of the injection.
In addition, as shown in Fig. 6A, the overall kinematic profile of the stance phase of the cat step cycle was qualitatively indistinguishable from normal 2 wk following the injection of the toxin. Two days following injection, there was an obvious reduction in the extent of extension of the ankle joint at the end of the stance phase, i.e., during the propulsive portion of the step cycle (maximum extension was 134.5° prior to injection, and only 111.4° 2 days following injection). However, within 2 wk of the injection the ankle extension at the end of stance was very similar to the preinjection value (132.6°). This was a consistent observation in all cats. The restoration of the kinematic profile of the ankle movements was evident when viewing the behavior of the animal. In the first week following the toxin injections, the animal walked with a noticeable drop in the level of the hips and a marked asymmetry in the stepping pattern. However, by the second week the walking behavior of all the animals appeared completely normal.
A surprising result of the investigation was that reinjection of botulinum toxin into SOL alone (4-5 wk following the injections into SOL, LG, and PL) had no noticeable influence on the kinematics of ankle movements (Fig. 7). Neither the profile of ankle movement during stance (Fig. 7A) nor the magnitude of ankle flexion during early stance (Fig. 7B) was altered. Visual observation of the animals walking on the treadmill or in unrestrained situations also failed to indicate any behavioral deficit produced by the second injection. Despite the absence of any noticeable effects on ankle kinematics, the blockage of neuromuscular transmission in the SOL muscle must have had some mechanical influence on the synergists. This was indicated by the fact that activity in all three synergists increased when SOL activity was reduced (Fig. 5A).
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Effects of transecting the LGS and PL nerves after botulinum toxin treatment
The final stage of these experiments was sectioning of the nerves serving LG, SOL, and PL. As with the preceding stages, the MG EMG burst amplitude was standardized to the value that was obtained during the recording session immediately preceding the nerve section. The first recording session following nerve section was performed 5-6 h later.
In one animal (cat 1) an additional procedure had been performed prior to the nerve transection. The additional procedure was a tenotomy of SOL. The tenotomy resulted in a progressive increase in the burst amplitudes of MG, LG, PL, and SOL in the days following, suggesting that adaptive processes similar to those induced by the botulinum toxin injections were also induced by the tenotomy. In this cat, the transection of the nerves to LG, PL, and SOL resulted in an increase in the activity of the MG muscle, as was seen in all cats (see following text), but the magnitude of change was substantially less. Presumably, this was due to the adaptive changes that had occurred in this cat following the tenotomy of SOL. Consequently, the data from this animal were excluded from the analysis of the final phase of the study. However, qualitatively the results from the nerve transection in this cat are consistent with the results described below for the two other cats, indicating that the data from this cat support the general conclusions.
Figure 8A displays the kinematic profile for the ankle movements during stance phase from one cat (cat 3). Remarkably, there is little difference in the pattern of movement 5 h following nerve section compared with the presection trace. The only noticeable difference is reduced extension during terminal stance. There was no noticeable increase in the amount of ankle flexion at the onset of stance. A similar result was observed in the other cat.
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The amplitude of MG EMG for cat 3 is shown in Fig. 8B. The amplitude of the late component was dramatically increased 5 h after the section and remained close to this level for the following 20 days. There was no noticeable change in the amplitude of the initial component of the MG burst during this period. Interestingly, the late component of the MG burst increased to a value close to the maximum level achieved during either of the previous two stages of the experiment. This is represented as the solid line in Fig. 8B, representing the recording from day 2 from the second injection series (SOL reinjected alone). Similar results were obtained in the other cat.
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DISCUSSION |
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The present study investigated the adaptations made in motor
behavior following a temporary reduction of ankle extensor activity in
the walking cat. Temporary muscle weakness was induced in LG, SOL, and
PL, or SOL alone, as a result of botulinum toxin injection. The MG
muscle was not injected and thus was temporarily forced to generate
greater ankle extensor torque during the stance phase of locomotion.
Three main findings arise from this study. First, the amplitude of the
MG burst increased over a period of a few days following the injection
of botulinum toxin into LG, SOL, and PL, and this increase was similar
to that produced by transection of the nerves serving these muscles
(Pearson et al. 1999
). This indicates that the
adaptations in MG burst amplitude observed in the previous study were
not in response to trophic events initiated by the injury of the
transected afferents. Second, a functional deficit in ankle movement
produced by the first injection of botulinum toxin recovered relatively
quickly, and this return to normal function was not associated with a
return of the EMG pattern to that seen prior to botulinum toxin
injection. Furthermore, the overall EMG pattern continued to change
after the return of normal ankle movements (Figs. 4 and 6). Taken
together, these observations demonstrate that there is not a unique
pattern of activation of the ankle extensors for controlling the normal
movements at the ankle during level over ground walking. Third, after
an initial period of functional deficit following the first injections,
subsequent procedures, including a final transection of the nerves
serving LG, SOL, and PL, failed to produce any additional periods of
functional deficit. The implication is that the adaptations to the
neural control of ankle extensor activity that were induced by the
initial procedure (increase in MG activity prior to ground contact and presumed increase in reflex gain contributing to the late component of
the EMG burst) persisted after the recovery of the injected muscles and
were sufficient to compensate for the subsequent challenges.
It is important to note that our conclusions are limited to level treadmill walking. It is possible that deficits in function of the ankle joint would be noticed in other activities. We cannot address this issue with our current data. Nevertheless, the results of the present study highlight the adaptability available within the nervous system to generate movements. Presumably, this adaptability is not restricted to level walking, but would also be invoked to reduce functional deficits that are sure to occur in other tasks.
Technical considerations
This study involved the recording and measurement of EMG activity
over a period of
15 wk. A critical issue is the reliability of the
chronic EMG recordings over this time period. It is possible that the
large changes in the amplitude of the bursts observed following the
injections was the result of changes in the positioning or physical
properties of the electrodes. The most compelling evidence against this
possibility was the similarity of the results obtained from the first
and second injection series. Injection of LG, SOL, and PL was more
invasive than the reinjection of SOL alone. Nevertheless, qualitatively
similar changes to the MG burst amplitude were observed. Another
compelling observation was the different time course of change observed
in the two components of the MG burst (Fig. 4). If the changes in MG
burst amplitude were the result of displacement of electrodes or
changes in properties, then it would be expected that both components
would change in parallel. A third observation was that the recordings
obtained from the two pairs of electrodes implanted into MG were
similar (data not shown). This indicates that there were no major
shifts in the position of the electrodes. One final observation was
that a sham operation performed on two of the cats failed to produce any changes in EMG profiles.
The focus of this study was the adaptation in the ankle extensor muscle
MG, following botulinum toxin injection of three other ankle extensor
muscles LG, PL, and SOL. Previously it has been reported that flexor
hallucis longus (FHL) is capable of producing a plantarflexion torque
roughly equivalent to SOL (Lawrence et al. 1993
).
Moreover, it has been demonstrated that the pattern of activity in FHL
is similar to that of the other ankle extensors during treadmill
walking (Abraham and Loeb 1985
). Therefore it is
possible that some of the functional recovery is the result of
adaptations in the use of FHL. However, the extensor torque produced by
FHL is minor compared with MG (Lawrence et al. 1993
), and the adaptations in MG activity in the present study were
substantial, suggesting that the adaptations in MG activity were
important to the recovery of function. Nevertheless, it is reasonable
to speculate that a portion of the functional recovery was due to adaptations in FHL activity. If so, the adaptations in FHL activity likely paralleled the adaptations observed in MG. Indeed, the activity
of LG and PL changed in parallel with MG when SOL alone was reinjected
(Fig. 5).
Functional adaptation of MG EMG amplitude
Following injection of LG, SOL, and PL with botulinum toxin the MG burst amplitude progressively increased over a period of several days (Fig. 4). At least three factors may have contributed to this increase. First, the botulinum toxin required 2-3 days for maximum effect. Thus over this time period there was a progressive increase in the flexion of the ankle joint at ground contact (Fig. 6). This increase in ankle flexion caused a greater stretch of the ankle extensors, including MG. This in turn would lead to greater activation of the stretch reflex and a resultant increase in the amplitude of the late component of the MG burst. However, not all of the increase in the MG burst amplitude can be explained by an increased stretch of the muscles because the MG burst amplitude continued to rise after the maximum ankle flexion occurred.
A second factor that could contribute to increasing the MG burst
amplitude is an increase in the gain of the stretch reflex. Evidence
that the gain of the stretch reflex in MG can change in this manner is
offered by a previous study (Pearson and Misiaszek 2000
;
Pearson et al. 1999
). Following section of the LG, SOL, and PL nerves, the amplitude of the late component of the MG burst progressively increased before reaching a plateau (Pearson et al. 1999
). This increase in the late component of the MG burst occurred even though the excessive ankle flexion (an immediate result
of the nerve section) was progressively decreasing. In addition, the
increase in the late component of the MG burst is associated with an
increase in the slope of the relationship between the magnitude of the
late component of the MG burst and the amplitude of ankle flexion that
occurs in early stance (Pearson and Misiaszek 2000
).
This indicates that the EMG produced in MG subsequent to a given amount
of muscle stretch increased following the adaptation in burst
amplitude, suggestive of an increase in the gain of the stretch reflex.
A third factor that could contribute to the increase in the MG burst
amplitude is an increase in central drive (Gritsenko et al.
2001
). Previous reports have shown that both afferent feedback and central dive contribute to the amplitude of ankle extensor activity
during the stance phase (Stein et al. 2000
). A change in
central drive most likely explains the changes observed in the initial
component of the MG burst in the present study (Fig. 4). This component
of the MG burst occurs prior to ground contact and is presumably
largely generated from central circuitry.
Recovery of function in muscles poisoned with botulinum toxin
One intriguing observation from this study was the finding that
the burst amplitudes of many of the muscles injected with botulinum
toxin overshot the preinjection control values during recovery (Figs. 2
and 3). For reasons given earlier in the DISCUSSION, this
is unlikely to be due to alteration in the position and properties of
the electrodes. A more likely explanation is that the overshoot in the
burst amplitude of the injected muscles was the result of a similar
adaptive process that led to the increase in MG burst amplitude. That
is, the functional deficit that leads to the adaptive changes in the MG
bursts could lead to similar increases in the EMG amplitudes of the
injected muscles. However, the expression of this adaptive increase is
masked until the neuromuscular transmission is restored. From the
results of the present study, we cannot speculate on the afferent
source that might lead to such adaptations in the poisoned muscles. If
we assume that the adaptations in MG activity are initiated by
homonymous afferent feedback (see Pearson et al. 1999
),
it is possible that this source leads to heteronymous adaptation of LG,
PL, and SOL activity. Alternatively, poisoning of LG, PL, and SOL does
not block transmission in afferents serving these muscles. Thus
homonymous afferent feedback, signaling increased length of the
muscles, or perhaps reduced force could also initiate the adaptive
process in these muscles.
Another possibility is that the overshoot in the EMG burst amplitude in
the injected muscles might be a secondary effect of remodeling of the
muscle fibers by neuromuscular blockade (Anguat-Petit et al.
1990
; Brown et al. 1980
; Duchen
1970
; Holland and Brown 1981
; Spencer and
McNeer 1987
; Yee and Pestronk 1987
). In
particular, the muscle fibers display morphological changes associated
with denervation atrophy. This includes atrophy of all fiber types, abnormalities in the sarcoplasmic reticulum including migration of the
mitochondria, as well as vascular changes, including capillary withdrawal. The implication is that the functional characteristics of
the muscle fibers are altered, which could lead to altered contractile
strength and subsequent changes in the length-tension characteristics
of the injected muscles. Functionally, this could mean that larger
amplitude bursts might be required to produce the same contractile
force. The output from the nervous system to these muscles must then
adapt to reflect the progressively altering state of the muscle.
Recovery of ankle function after botulinum toxin injection
One of the most remarkable findings in this study is the lack of change in the kinematics of the ankle movements during stance phase once the initial functional deficit produced by the first toxin injections has ameliorated. No substantial changes in ankle function were observed 1) over most of the period of recovery following the first injections, 2) following reinjection of only SOL, or 3) following section of the nerves to LG, SOL, and PL.
The magnitude of flexion at the ankle joint during stance onset was
transiently increased after the initial injection of botulinum toxin
into LG, SOL, and PL. The functional recovery of this portion of the
ankle movement is likely related to the increased amplitude of the
initial component of the MG burst (Pearson and Misiaszek 2000
; Pearson et al. 1999
). This early
improvement in function is unlikely the result of changes to muscle
properties, such as from hypertrophy. Other studies using muscle
ablation or tenotomy to induce compensatory hypertrophy in synergist
muscles have shown that hypertrophy does occur within days, even hours
of the surgery (Armstrong et al. 1979
; Goldberg
et al. 1975
). However, this early hypertrophy is largely due to
edema and inflammation, resulting in a larger wet weight of the muscle,
but no change in the dry weight (Armstrong et al. 1979
).
Degens et al. (1995)
report that true hypertrophy of PL
was first observed 10 days after denervation of LG, MG, and SOL.
Moreover, it has been reported that the tension produced by a
chronically loaded muscle does not change during the first 4 days of
these hypertrophic events, indicating that the early hypertrophy
following tenotomy of synergists is not likely due to changes in
contractile elements of the muscle (Goldberg et al.
1975
). Indeed, our own observations have shown that 7 days after denervation of the LG, SOL, and PL, the peak tension developed in
the chronically loaded MG is not different from control (previously unreported).
Following the reinjection of SOL alone, or section of the nerves to LG,
SOL, and PL, none of the cats in the present study showed an increase
in ankle flexion at stance onset, and there was no increase in the
amplitude of the initial component of the MG burst. This suggests that
the amplitude of the initial component of the MG burst was rescaled
following the initial functional deficit produced by the first
botulinum injection and that this new setting was retained for the
duration of the experiment. Indeed, there was only a slight decrease in
the initial component during the time the late component was returning
toward normal (Fig. 4). Thus we conclude that the activity of the MG
muscle prior to ground contact was sufficient to set the appropriate
stiffness of the ankle joint at all times after recovery from the
initial deficit. The overall stiffness at the ankle joint is determined by the in-series elastic elements of the muscle and tendon. If the
muscle component is sufficiently high, then the stiffness at the ankle
is approximated by the tendonous component (Griffiths 1991
). Thus the increase in the muscle component that would be produced as a result of the increase in the initial component of the MG
burst might be sufficient to establish a high enough muscle stiffness
in MG that the overall stiffness was determined primarily by the
tendon, and this did not change throughout the experiment.
The late component of the ankle extensor activity occurs following ground contact. Therefore afferent feedback associated with ground contact could contribute to the generation of the burst amplitude. The force generated as a result of the late component of the MG burst contributes to the support during stance phase as well as propulsive forces at the end of stance. The results from the present study suggest that the burst amplitude of the ankle extensor muscles following ground contact is regulated to achieve an accurate net force production. Moreover, the force production appears to be shared among all available ankle extensors and is adaptive to the changing capabilities of those muscles. This suggests that the amplitudes of the ankle extensor bursts are accurately controlled for the production of a required net force by all ankle extensors.
A simple means of accomplishing this would be to utilize a force-feedback reflex pathway for each muscle. Thus loading the muscle during stance phase would result in an increase in the burst amplitude for that muscle. The results of the present study support such a system. With the weakening of the injected muscles, the late component of the MG burst increases in amplitude as this muscle bears more load. As the injected muscles begin to recover and contribute some force to ankle extension, the load borne by the MG muscle is lessened, and the amplitude of the late component decreases. Such a mechanism would be able to account for 1) the decrease in the late component of the MG burst with the recovery of the injected muscles, 2) the stable ankle kinematics at late stance during the period of recovery as the injected muscles regain activity and contractile strength, and 3) the parallel pattern of increased activity in MG, LG, and PL following reinjection of SOL alone. The implication is that the force produced by individual muscles is sensed and the net force production of all muscles is distributed. Thus an important finding from the present study is the maintenance of stable ankle kinematics following recovery of the initial deficit, despite marked variation in the burst amplitudes of the various ankle extensor muscles. This functional stability suggests that the generation of force by ankle extensor muscles is accurately controlled for each individual muscle to ensure the adequate and appropriate net extensor torque during the stance phase of locomotion.
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ACKNOWLEDGMENTS |
|---|
The authors thank R. Gramlich for excellent technical assistance.
This work was supported by grants from the Alberta Paraplegic Foundation and the Canadian Institutes of Health Research to K. G. Pearson. J. E. Misiaszek was supported by a fellowship from the Natural Sciences and Engineering Research Council (Canada).
| |
FOOTNOTES |
|---|
Present address and address for reprint requests: J. E. Misiaszek, Dept. of Occupational Therapy, 2-64 Corbett Hall, University of Alberta, Edmonton, Alberta T6G 2H7, Canada (E-mail: john.misiaszek{at}ualberta.ca).
Received 18 May 2001; accepted in final form 10 October 2001.
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