The internal pressure and stress environment of the scoliotic intervertebral disc--a review.

The aetiology, in terms of both initiation and progression, of the deformity in idiopathic scoliosis is at present unclear. Even in neuromuscular cases, the mechanisms underlying progression are not fully elucidated. It is thought, however, that asymmetrical loading is involved in the progression of the disease, with evidence mainly from animal studies and modelling. There is, however, very little direct information as to the origin or mechanism of action of these forces in the scoliotic spine. This review describes the concept of intervertebral disc pressure or stress and examines possible measurement techniques. The biological and mechanical consequences of abnormalities in these parameters are described. Future possible studies and their clinical significance are also briefly discussed. Techniques of pressure measurement have culminated in the development of 'pressure profilometry', which provides stress profiles across the disc in mutually perpendicular axes. A hydrated intervertebral disc exhibits mainly hydrostatic behaviour. However, in pathological states such as degeneration and scoliosis, non-hydrostatic behaviour predominates and annular peaks of stress occur. Recent studies have shown that, in scoliosis, high hydrostatic pressures are seen with asymmetrical stresses from concave to convex sides. These abnormalities could influence both disc and endplate cellular activity directly, causing asymmetrical growth and matrix changes. In addition, disc cells could be influenced via nutritional changes consequent to end-plate calcification. Evidence suggests that the stress environment of the scoliotic disc is abnormal, probably generated by high and asymmetrical loading of non-muscular origin. If present in the scoliotic spine during daily activities, this could generate a positive feedback of cellular changes, resulting in curve progression. Future advances in understanding may rely on the development of computer models owing to the difficulties of in-vivo invasive measurements.

The effect of leg fracture level and vehicle front-end geometry on pedestrian knee injury and response.

In this study a MADYMO (mathematical dynamic modelling) model has been used to identify the influence of leg fracture on the injuries sustained by the pedestrian during front end impact with a vehicle. A factorial study of a MADYMO pedestrian and vehicle model are used to investigate the effect of different leg fracture tolerances, geometry, and vehicle compliance on the criteria measured in the European Enhanced Vehicle-safety Committee (EEVC) pedestrian safety tests. These criteria include knee bending, knee shear response, and lower leg bone (tibia) acceleration. The main study examines the spread of typical values of lower limb tolerance based on reported literature and contrasts the response of weaker, low-strength bones, normal tolerance, and limbs which do not fracture. Results show that knee bending angles and therefore ligament strains are significantly increased when fracture does not occur, and are decreased in bones exhibiting a low-strength response. Bone fracture tolerance is shown to be a significant parameter influencing knee bending. The parameters are compared to show that knee shear is significantly influenced by vehicle bumper compliance and that both criteria are heavily influenced by bumper height. Vehicles with more aggressive geometry, higher bumpers, and larger bumper lead were considered for comparative purposes.

A one-dimensional theoretical prediction of the effect of reduced end-plate permeability on the mechanics of the intervertebral disc.

The permeability of the cartilage end-plate (CEP) may play an important role in intervertebral disc (IVD) degeneration by controlling the convective and diffusive transport of metabolites into the nucleus pulposus. A one-dimensional poroelastic model was used to predict the effect of a CEP of lower permeability than the disc tissue on the convective transfer into and out of the IVD. With decreasing CEP permeability, associated with degeneration, the model predicted that the change in disc height with time became more linear; the disc could not rehydrate as quickly; and internal fluid movement was slowed. This study has shown that CEP permeability will only markedly have an effect on fluid movement, and hence convective nutrition, if the permeability of the CEP is reduced to less than that of the disc tissue.

Rigid-body modelling of shaken baby syndrome.

Recent reassessment of the literature on the shaken baby syndrome (SBS) has revealed a lack of scientific evidence and understanding of all aspects of the syndrome. In particular, studies have been unable to clarify the mechanisms of injury, indicating that impact, rather than shaking alone, is necessary to cause the type of brain damage observed. Rigid-body modelling (RBM) was used to investigate the effect of neck stiffness on head motion and head-torso impacts as a possible mechanism of injury. Realistic shaking data obtained from an anthropometric test dummy (ATD) was used to simulate shaking. In each study injury levels for concussion were exceeded, though impact-type characteristics were required to do so in the neck stiffness study. Levels for the type of injury associated with the syndrome were not exceeded. It is unlikely that further gross biomechanical investigation of the syndrome will be able to significantly contribute to the understanding of SBS. Current injury criteria are based on high-energy, single-impact studies. Since this is not the type of loading in SBS it is suggested that their application here is inappropriate and that future studies should focus on injury mechanisms in low-energy cyclic loading.

Effects of hydrostatic pressure on matrix synthesis in different regions of the intervertebral disk.

The intervertebral disk is routinely subjected to compressive loads that alter with posture and muscle activity and can produce pressures > 2 MPa in human lumbar disks in vivo (A. Nachemson and G. Elfstrom. Scand. J. Rehabil. Med. 2, Suppl. 1:1-40, 1979; A. Nachemson and J. M. Morris. J. Bone Jt. Surg. Am. Vol. 46A: 1077-1092, 1964). We measured the effect of load on hydrostatic pressures in bovine caudal disks. With increase in applied load, pressure increased linearly in the nucleus and inner annulus. The resting pressure measured after slaughter (0.19 +/- 0.05 MPa) and the pressure at failure (34 MPa, estimated from the vertebrae/disk segment failure load of 7,430 +/- 590 N) define the limits that can occur in vivo. Because hydrostatic pressure influences matrix synthesis in articular cartilage, we have examined the effects of pressures in the range 1-10 MPa applied for 20 s or 2 h on proteoglycan synthesis in bovine caudal and human lumbar intervertebral disks in vitro. In the nucleus pulposus and inner annulus of bovine disks, application of hydrostatic pressure in the range of 1-7.5 MPa for only 20 s stimulated matrix synthesis over the following 2 h at atmospheric pressure. The maximum stimulation in the bovine disks was seen in the inner annulus after application of 2.5 MPa, where proteoglycan synthesis rates doubled. Exposure to 2.5 MPa also stimulated synthesis in the nucleus pulposus of human disks taken at surgery, whereas 7.5 MPa inhibited synthesis in five out of six specimens. With 2-h continuous exposure to the same levels of pressure, no stimulation was seen in the nucleus of bovine disks, and significant stimulation was only observed at 5.0 MPa in the inner annulus. Exposure to 10 MPa for either 20 s or 2 h inhibited proteoglycan synthesis in these regions of the disks. In contrast, in the outer annulus, where loading does not lead to a rise in hydrostatic pressure in vivo, there was no significant response to hydrostatic pressure over the range of 1-10 MPa in bovine or human disks.

An analytical model of intervertebral disc mechanics.

The intervertebral disc is a complex mechanical structure, and it is important to understand the loading of specific structures which might cause damage leading to failure or mechanical impairment. At present it is only possible to model such internal loadings owing to the extreme technical difficulties involved in experimental measurement. The simple analytical model described in this paper makes exact predictions of the loads carried by fibres and also their path within the annulus fibrosus, without pre-defining the fibre configuration. The disc is modelled as an axially symmetric structure comprising a fluid filled centre, retained by a thin, doubly curved, fibre-reinforced membrane under tensile stress. The annulus is taken to consist of two lamellae reinforced by oppositely oriented collagen fibres that are free to follow paths defined by one of two geometrical rules. The predictive power and possible uses of the model are illustrated using boundary conditions experimentally determined from a typical young disc. The model was used to calculate the shape of the membrane surface, fibre path, volume of disc, area of annulus, length of fibre bundle and tension at a point along length of fibre. Equatorial fibre angle could be approximately predicted (to about 5 degrees), since there was only a small range of valid solutions to the model. The predicted surface profiles, fibre loads and angles were found to be in reasonable agreement with published experimental studies. Two examples of how the static model might be used to calculate changes in disc morphology and loading are included to demonstrate how a wide range of experimental data and theoretical behavior might be incorporated. This analytical model is important since it enables exact solutions to be calculated for the forces acting at any point along a fibre, their paths and also the surface geometry, from a small number of physical measurements without the need to estimate the mechanical properties of individual areas of the disc. It facilitates the prediction of the behaviour of the disc under varying load by providing a framework that can be further developed using a wide range and combination of experimental conditions and theoretical relationships.

Musculoskeletal motion flow fields using hierarchical variable-sized block matching in ultrasonographic video sequences.

We examine tissue deformations using non-invasive dynamic musculoskeletal ultrasonograhy, and quantify its performance on controlled in vitro gold standard (groundtruth) sequences followed by clinical in vivo data. The proposed approach employs a two-dimensional variable-sized block matching algorithm with a hierarchical full search. We extend this process by refining displacements to sub-pixel accuracy. We show by application that this technique yields quantitatively reliable results.

Knoop microhardness anisotropy of the ovine radius.

The Knoop indenter has been used to characterise fully the Knoop microhardness (H(K)) anisotropy of compact bone. 2120 indentations were performed on mature ovine radii and a linear relationship was found between H(K) and the angle between the major diagonal of the indenter and the lamella boundaries (p<<0.001). H(K) increased significantly with ash fraction (p<0.001), but decreased with atmospheric vapour pressure (p<0.05). A significant interaction was found between ash fraction and atmospheric vapour pressure (p<0.01). H(K) significantly varied with indentation position along the diaphysis and around the cortex (both p<<0.001), however radial variation in H(K) was not statistically significant. The variation of ash fraction showed similar trends. These data show that H(K) varies similarly to Vickers microhardness, but in addition, can provide clear information on the anisotropy of Haversian bone without the need for excising many different indentation planes. A large number of indentations are required to obtain low type I and type II errors in the statistical analysis.

The internal mechanics of the intervertebral disc under cyclic loading.

The mechanics of the intervertebral disc (IVD) under cyclic loading are investigated via a one-dimensional poroelastic model and experiment. The poroelastic model, based on that of Biot (J. Appl. Phys. 12 (1941) 155; J. Appl. Mech. 23 (1956) 91), includes a power-law relation between porosity and permeability, and a linear relation between the osmotic potential and solidity. The model was fitted to experimental data of the unconfined IVD undergoing 5 cyclic loads of 20 min compression by an applied stress of 1MPa, followed by 40 min expansion. To obtain a good agreement between experiment and theory, the initial elastic deformation of the IVD, possibly associated with the bulging of the IVD into the vertebral bodies or laterally, was removed from the experimental data. Many combinations of the permeability-porosity relationship with the initial osmotic potential (pi(i)) were investigated, and the best-fit parameters for the aggregate modulus (H(A)) and initial permeability (k(i)) were determined. The values of H(A) and k(i) were compared to literature values, and agreed well especially in the context of the adopted high-stress testing regime, and the strain related permeability in the model.

Microhardness anisotropy of lamellar bone.

The Knoop microhardness test has been utilised to observe in-plane microhardness anisotropy of rat tibiae. The elongated rhombohedral geometry of the Knoop indenter enables the Knoop microhardness (HK) to be calculated for a given indenter orientation. Two indenter orientations were used: the major axis of the indenter was aligned along the length of, and across the mid-sagittal section. The statistical analysis demonstrated that the variation in HK was primarily due to the orientation of the Knoop indenter (p < 0.001). HK was consistently greater when the indenter was aligned with the major diagonal radial on the mid-sagittal section.

Intervertebral disc structure: observation by a novel use of ultrasound imaging.

The internal structure of intervertebral discs is clinically important in the management of back pain. No current routine imaging modality is able to image disc structure satisfactorily. The aim of this work was to investigate and validate ultrasound imaging so that it might be applied to assessment of structural integrity and degree of degeneration. The optimum imaging technique was determined using a 3.5 MHz probe in one female subject. The applicability of this technique to investigate disc structure in the entire thoracolumbar spine was further investigated in 13 subjects. The optimum disc imaging technique was found to be a posterolateral approach, 1 to 2 cm lateral of the dorsal midline, that revealed structure within the disc not apparent using other approaches. It was demonstrated that posterolateral imaging introduces a smaller reproducibility error in measurements of linear dimensions close to the disc. It is possible to observe internal structure within the disc between T11 and L3 in at least 54% of individuals.

Internal intervertebral disc mechanics as revealed by stress profilometry.

A technique was developed for measuring the distribution of stress within loaded cadaveric intervertebral discs. A strain-gauged membrane mounted on the side of a 1.3-mm diameter needle was pulled through the disc at constant speed. The orientation of the membrane was changed by rotating the needle, so that profiles of vertical and horizontal components of compressive stress could be obtained. The measurements were reproducible and did not perturb the tissue to any significant extent. Stress profiles varied considerably between discs and were highly dependent on the severity of degenerative changes. They also showed that the mechanical behavior of individual disc tissues was dependent not only on their location, but also on the loading and loading history of the disc. The new insight into internal disc mechanics revealed by stress profilometry may lead to a greater understanding of the mechanisms of disc function and failure.

Can intervertebral disc prolapse be predicted by disc mechanics?

The hypothesis was tested that stress concentrations in the posterior anulus of an intervertebral disc predispose it to prolapse under high compressive loads and anterolateral bending. The distribution of compressive stress inside the intervertebral discs of 22 cadaveric lumbar motion segments was measured with the specimens loaded in pure compression and in compression combined with anterolateral bending. Each motion segment was then loaded to failure in combined compression and anterolateral bending. Failure occurred in the vertebral body (n = 12) or posterolateral anulus (n = 10); the latter group showed a significantly greater incidence of stress concentrations (P < 0.001) in the posterior anulus, when loaded in compression and bending. It was concluded that some discs are predisposed to prolapse because of damaging, localized concentrations of stress in the posterior anulus in combined anterolateral bending and compression.

In vivo stress measurement can predict pain on discography.

STUDY DESIGN: An in vivo experimental investigation of internal disc mechanics and discogenic pain. OBJECTIVES: To test the hypotheses: 1) The pattern of internal loading of intervertebral discs in vivo is similar to that measured previously in vitro; 2) stress concentrations also are found in clinically degenerate discs in vivo; and stress concentrations are associated with discogenic pain. SUMMARY OF BACKGROUND DATA: Stress concentrations corresponding to potentially painful loading patterns of the intervertebral disc and endplate have been observed in vitro. METHODS: The distribution of stress within the lumbar intervertebral discs of patients with chronic discogenic pain was measured using stress profilometry. The severity of their pain was assessed using provocative discography. RESULTS: Discogenic pain was found to be associated with anomalous loading of the posterolateral anulus (P < 0.001) and nucleus (P < 0.01). Painful discs were found to have a 38% wider posterolateral anulus (P < 0.023) than painless discs and to have a 63% lower mean nuclear stress (P < 0.017). CONCLUSIONS: Stress profilometry is an effective investigation of the mechanics of intervertebral discs in vivo. Discogenic pain is caused by changes in the pattern of loading of the posterolateral anulus or nucleus pulposus.

'Stress' distributions inside intervertebral discs. The effects of age and degeneration.

We investigated the distribution of compressive 'stress' within cadaver intervertebral discs, using a pressure transducer mounted in a 1.3 mm diameter needle. The needle was pulled along the midsagittal diameter of a lumbar disc with the face of the transducer either vertical or horizontal while the disc was subjected to a constant compressive force. The resulting 'stress profiles' were analysed in order to characterise the distribution of vertical and horizontal compressive stress within each disc. A total of 87 discs from subjects aged between 16 and 87 years was examined. Our results showed that age-related degenerative changes reduced the diameter of the central hydrostatic region of each disc (the 'functional nucleus') by approximately 50%, and the pressure within this region fell by 30%. The width of the functional annulus increased by 80% and the height of compressive 'stress peaks' within it by 160%. The effects of age and degeneration were greater at L4/L5 than at L2/L3, and the posterior annulus was affected more than the anterior. Age and degeneration were themselves closely related, but the stage of degeneration had the greater effect on stress distributions. We suggest that structural changes within the annulus and endplate lead to a transfer of load from the nucleus to the posterior annulus. High 'stress' concentrations within the annulus may cause pain, and lead to further disruption.

The effects of posterior fixation on internal intervertebral disc mechanics.

Posterior fixation of intervertebral discs is used to treat, and occasionally diagnose, discogenic pain since it is thought that it will reduce the internal loading of the discs in vitro. We measured the internal loading of ten intervertebral discs using stress profilometry under simulated physiological loads and then after posterior fixation. Partial discectomies were performed to simulate advanced disc degeneration and the sequence repeated. Posterior fixation had very little effect on the magnitude of the loads acting on the disc and none when disc degeneration was simulated. It did, however, reduce bulging of the anterior annulus under combined bending and compression (p < 0.03). Recent experiments in vivo have shown that discogenic pain is associated with abnormal bulging of the annulus which suggests that the clinical benefit of fixation may be due to this.

The clinical biomechanics award paper 1993 Posture and the compressive strength of the lumbar spine.

The effect of posture on spinal compressive strength was examined in a series of three experiments on cadaveric material. Lumbar 'motion segments', consisting of two vertebrae and the intervening disc and ligaments, were compressed while positioned in various angles of flexion and extension. In the first experiment load sharing between the disc, the apophyseal joint surfaces, and the intervertebral ligaments was inferred from measurements of intradiscal pressure (IDP). Results showed that extension caused the apophyseal joints to become load-bearing, and damage could occur at compressive loads as low as 500 N. Flexion angles greater than about 75% of the full range of flexion (as defined by the posterior ligaments) generated high tensile forces in these ligaments, and caused substantial increases in IDP. The optimum range for resisting compression therefore appeared to be 0-75% flexion. The second experiment compared the distribution of compressive stress within the disc at the endpoints of this range, and showed that at 0% flexion high stress concentrations occur in the posterior annulus of many discs, whereas an even distribution of stress was usually found at 75% flexion. However, the third experiment showed that there was no significant difference in the compressive strength of motion segments positioned in 0% and 75% flexion. A comparison of the range of flexion/ extension movements in vivo and in vitro led us to conclude that in life a position of moderate flexion is to be preferred when the lumbar spine is subjected to high compressive forces.

Stress distributions inside intervertebral discs: the validity of experimental "stress profilometry'.

This paper evaluates a technique for measuring the distribution of compressive stress within cadaveric intervertebral discs. A strain-gauged pressure transducer, side-mounted near the tip of a 1.3 mm diameter needle, was inserted into cubes of disc tissue and into intact discs. Regardless of the position and orientation of the transducer within the tissue or disc, its output was found to be proportional to the compressive force applied to the specimen. The distribution of compressive stress was measured by pulling the instrumented needle through the specimen and the resulting stress profiles were reproducible to within 20 per cent. Profiles obtained at different applied loads showed a similar distribution of stress within the disc, suggesting that the compressive stress at any location and direction increased in proportion to the applied load. Since transducer output was also proportional to applied load, it was reasoned that it must be proportional to compressive stress within the disc. The average vertical compressive stresses acting on various regions within a disc were calculated from the stress profiles and multiplied by the cross-sectional area of each region: the resulting force was then compared with the known applied force in order to assess the calibration coefficient of the transducer. Agreement between the two forces was good, indicating that the calibration coefficient established in a saline bath was applicable to disc tissues also. However, artifactual stress peaks could be generated if the transducer was pulled across a bony asperity. It is concluded that the transducer measures the mean compressive stress acting upon it within disc tissues. Errors associated with the technique are small compared to differences in stress distributions which occur naturally, for example when intervertebral discs are loaded to simulate different postures in a living person.

A computational simulation study of the influence of helmet wearing on head injury risk in adult cyclists.

Evidence for the effectiveness of cycle helmets has relied either on simplified experiments or complex statistical analysis of patient cohorts or populations. This study directly assesses the effectiveness of cycle helmets over a range of accident scenarios, from basic loss of control to vehicle impact, using computational modelling. Simulations were performed using dynamics modelling software (MADYMO) and models of a 50% Hybrid III dummy, a hybrid cross bicycle and a car. Loss of control was simulated by a sudden turn of the handlebars and striking a curb, side and rear-on impacts by a car were also simulated. Simulations were run over a representative range of cycle speeds (2.0-14.0 m s(-1)) and vehicle speeds (4.5-17.9 m s(-1)). Bicycle helmets were found to be effective in reducing the severity of head injuries sustained in common accidents. They reduced the risk of an AIS>3 injury, in cases with head impacts, by an average of 40%. In accidents that would cause up to moderate (AIS=2) injuries to a non-helmeted rider, helmets eliminated the risk of injury. Helmets were also found to be effective in preventing fatal head injuries in some instances. The effectiveness of helmets was demonstrated over the entire range of cycle speeds studied, up to and including 14 m s(-1). There was no evidence that helmet wearing increased the risk of neck injury, indeed helmets were found to be protective of neck injuries in many cases. Similarly, helmets were found to offer an increase in protection even when an increase in cycle speed due to risk compensation was taken into consideration.

MADYMO simulation of children in cycle accidents: a novel approach in risk assessment.

Head injuries are a significant cause of death and injury to child cyclists both on and off the road. Current evaluations of the effectiveness of cycle helmets rely on simplified mechanical testing or the analysis of aggregated accident statistics. This paper presents a direct evaluation of helmet efficacy by using computational modelling to simulate a range of realistic accident scenarios, including loss of control, collision with static objects and vehicle impact. A 6-year-old cyclist was modelled (as a Hybrid III 6-year-old dummy), in addition to a typical children's bicycle and a vehicle using the MADYMO dynamics software package. Simulations were performed using ranges of cyclist position, cycle speed and vehicle speed with and without a helmet that meets current standards. Wearing a cycle helmet was found to reduce the probability of head injuries, reducing the average probability of fatality over the scenarios studied from 40% to 0.3%. Similarly, helmet wearing reduced the probability of neck injuries (average probability of fatality reduced from 11% to 1%). There was no evidence that helmet wearing increased the severity of brain or neck injuries caused by rotational accelerations; in fact these were slightly reduced. Similarly, there was no evidence that increased cycling speed, such as might result from helmet related risk compensation, increased the probability of head injury.