Orientation of apatite in single osteon samples as studied by pole figures

Comparing age- and bone-related differences in collagen fiber orientation: A case study of bats and laboratory mice using quantitative polarized light microscopy

As bones age in most mammals, they typically become more fragile. This state of bone fragility is often associated with more homogenous collagen fiber orientations (CFO). Unlike most mammals, bats maintain mechanically competent bone throughout their lifespans, but little is known of positional and age-related changes in CFO within wing bones. This study tests the hypothesis that age-related changes in CFO in big brown bats (Eptesicus fuscus) differ from those of the standard mammalian model for skeletal aging, the C57BL/6 laboratory mouse. We used data from quantitative polarized light microscopy (qPLM) to compare CFO across the lifespan of long-lived big brown bats and age matched C57BL/6 mice. Eptesicus and C57BL/6 mice displayed idiosyncratic patterns of CFO. Consistent age-related changes were only apparent in the outer cortical bone of Eptesicus, where bone tissue is more longitudinally arranged and more anisotropic in older individuals. Both taxa displayed a ring of more transversely oriented bone tissue surrounding the medullary cavity. In Eptesicus, this tissue represents a greater proportion of the overall cross-section, and is more clearly helically aligned (arranged at 45° to the bone long axis) than similar bone tissue in mice. Bat wing bones displayed a proximodistal gradient in CFO anisotropy and longitudinal orientation in both outer and inner cortical bone compartments. This study lays a methodological foundation for the quantitative evaluation of bone tissue architecture in volant and non-volant mammals that may be expanded in the future.

Introduction: biopolymers and biocomposites

Biopolymers and biocomposites are an exciting class of ubiquitous materials. Interest in these materials has been driven in part by their biocompatibility/biodegradability, sustainability, potentially low-cost, renewability, being environmental benign, among other properties. These fascinating materials come in a range of forms from the DNA and RNA that is essential to life to the cellulose and collagen that mechanically reinforce tissues and as hybrid organic–inorganic composites like teeth. Herein, we summarize some aspects of the two classes of materials biopolymer and biocomposites, exploring specific examples while pointing to potential monomer sources, neoteric post-extraction modification and processing conditions. This lays the foundation to the following more specific chapters while illustrating the breadth of these material classes.

Nanoscale mechanisms in age-related hip-fractures

Nanoscale mineralized collagen fibrils may be important determinants of whole-bone mechanical properties and contribute to the risk of age-related fractures. In a cross-sectional study nano- and tissue-level mechanics were compared across trabecular sections from the proximal femora of three groups (n = 10 each): ageing non-fractured donors (Controls); untreated fracture patients (Fx-Untreated); bisphosphonate-treated fracture patients (Fx-BisTreated). Collagen fibril, mineral and tissue mechanics were measured using synchrotron X-Ray diffraction of bone sections under load. Mechanical data were compared across groups, and tissue-level data were regressed against nano. Compared to controls fracture patients exhibited significantly lower critical tissue strain, max strain and normalized strength, with lower peak fibril and mineral strain. Bisphosphonate-treated exhibited the lowest properties. In all three groups, peak mineral strain coincided with maximum tissue strength (i.e. ultimate stress), whilst peak fibril strain occurred afterwards (i.e. higher tissue strain). Tissue strain and strength were positively and strongly correlated with peak fibril and mineral strains. Age-related fractures were associated with lower peak fibril and mineral strain irrespective of treatment. Indicating earlier mineral disengagement and the subsequent onset of fibril sliding is one of the key mechanisms leading to fracture. Treatments for fragility should target collagen-mineral interactions to restore nano-scale strain to that of healthy bone.

Theoretical mathematics, polarized light microscopy and computational models in healthy and pathological bone

The needs of everyday life, such as counting and measuring, are roots of theoretical mathematics. I believe these roots are why mathematical ideas ground research so amazingly well within many scientific fields. Initially trained as a theoretical mathematician and having collaborated with non-mathematicians in the field of bone research, I address the advantages and challenges of collaborations across fields of research among investigators trained in different disciplines. I report on the mathematical ideas that have guided my research on the mechanics of bone tissue. I explain how the mathematical ideas of local vs. global properties influence my research. Polarized light microscopy (PLM) is a tool that I use consistently, in association with other microscopy techniques, to investigate bone in its healthy state and in the presence of bone disease, in humans and in animal models. I review the results that I and investigators around the world have obtained with PLM. Applied to thin bone sections, PLM yields extinct (black) and bright (white) signals that are interpreted in terms of the orientation of collagen type I, by means of other microscopy techniques. Collagen type I is an elementary component of bone tissue. Its orientation is important for the mechanical function of bone. Images obtained by PLM at a specific bone site yield big data sets regarding collagen orientation. Multiple data sets in respect of multiple sites are often needed for research because the bone tissue differs by location in response to the distinct forces acting on it. Mathematics, defined by philosophers as the theory of patterns, offers the backdrop for pattern identification in the big data sets regarding collagen orientation. I also discuss the computational aspect of the research, pursuant to which the patterns identified are incorporated in simulations of mechanical behaviors of bone. These mathematical ideas serve to understand the role of collagen orientation in bone fracture risk.

The structure of cortical bone as revealed by the application of methods for the calcified matrix study

Calcination and decalcification are basic procedures useful to a morphological approach of a biological, composite material like cortical bone. The study was carried out on a whole human femur conserved in liquid (from an educational collection). Cortical fracturing and SEM observation of vascular canals surface collagen texture was used to study bone deproteination at scalar temperatures (400-1,200°C) and acid bone decalcification at crescent time intervals. Heating burned and vaporized the organic matrix with shrinkage of the bone specimens as documented by the weight loss and transverse surface morphometry. SEM showed a pattern of aligned spherulites at 400°C which maintained the collagen fibrils layout (like a mineral cast), followed by a spherulites fusion progression with the temperature increments. At 1200°C a crystalline-like structure of tightly-packed trapezohendron units. XRD analysis supported the SEM morphology displaying the complete Debey rings of hydroxyapatite and spotted Debey rings of withlockite. Surface Ca and P elution was documented after 12 hr of exposition to the acid solution by dissolution of spherulites and the whole canal surface decalcified in depth after 15 days by SEM-EDAX analysis. The periodic pattern of collagen fibrils was still evident up to 15 days of decalcification together with fine granular deposits of a not-collagenic proteic material, while after 30 days no period was observed in the decalcified fibrils. Collagen mineral cast at 400°C calcination. Complete crystalline transformation at 1200°C. Up to 15 days of decalcification fibrils period maintained.

Synchrotron Imaging Assessment of Bone Quality

Bone is a complex hierarchical structure, and its principal function is to resist mechanical forces and fracture. Bone strength depends not only on the quantity of bone tissue but also on the shape and hierarchical structure. The hierarchical levels are interrelated, especially the micro-architecture, collagen and mineral components; hence, analysis of their specific roles in bone strength and stiffness is difficult. Synchrotron imaging technologies including micro-CT and small/wide angle X-ray scattering/diffraction are becoming increasingly popular for studying bone because the images can resolve deformations in the micro-architecture and collagen-mineral matrix under in situ mechanical loading. Synchrotron cannot be directly applied in vivo due to the high radiation dose but will allow researchers to carry out systematic multifaceted studies of bone ex vivo. Identifying characteristics of aging and disease will underpin future efforts to generate novel devices and interventional therapies for assessing and promoting healthy aging. With our own research work as examples, this paper introduces how synchrotron imaging technology can be used with in situ testing in bone research.

Altered material properties are responsible for bone fragility in rats with chronic kidney injury

Chronic kidney disease (CKD) is associated with an increased risk of fragility fractures, but the underlying pathophysiological mechanism remains obscure. We performed an in vivo experimental study to examine the roles of uremia and abnormal mineral/parathyroid metabolism in the development of bone metabolic abnormalities in uremic rats. Male Sprague-Dawley rats were divided into four groups, comprising sham operation (high turnover bone control=HTB-Cont), 5/6-nephrectomy (high turnover bone nephrectomized=HTB-Nx), thyroparathyroidectomy (low turnover bone control=LTB-Cont), and thyroparathyroidectomy plus 5/6 nephrectomy (low turnover bone nephrectomized=LTB-Nx), and maintained for 16 weeks. Uremia was successfully created in the LTB-Nx and HTB-Nx groups, while hyperparathyroidism was only found in the HTB-Nx group. Cancellous bone histomorphometry revealed significantly higher bone turnover in the HTB-Nx group than in the LTB-Nx group. Storage modulus at 1 Hz and tan delta in cortical bone of the femur, which represent the viscoelastic mechanical properties, were significantly lower in both Nx groups than in the Cont groups regardless of bone metabolism. Pentosidine-to-matrix ratio was increased and crystallinity was decreased in both Nx groups regardless of bone turnover. Mineral-to-matrix ratio was significantly decreased in the HTB-Nx group, but increased in the LTB-Nx group. Enzymatic collagen crosslinks were decreased in the HTB-Nx group. The degree of orientation of the c-axis in carbonated hydroxyapatite (biological apatite=BAp) crystallites was decreased in both Nx groups regardless of bone metabolism. Stepwise multivariate regression revealed that pentosodine-to-matrix ratio and BAp preferential c-axis orientation were significantly associated with storage modulus and tan delta. In conclusion, bone elastic mechanical properties deteriorated regardless of bone metabolism or bone mass in rats with chronic kidney injury. Various changes in bone mineral properties were associated with CKD, including abnormal parathyroid function, impaired bone turnover, and uremia associated with the accumulation of uremic toxins, were responsible for these changes. Pentosidine-to-matrix ratio and BAp orientation at position 5 were the two meaningful determinants of elastic bone mechanical strength, and both factors were associated with the severity of uremia, but not parathyroid function or bone metabolism. These two factors may account for the increased bone fragility among CKD patients.

Synchrotron X-ray nanomechanical imaging of mineralized fiber composites

In situ synchrotron X-ray scattering and diffraction, in combination with micromechanical testing, can provide quantitative information on the nanoscale mechanics of biomineralized composites, such as bone, nacre, and enamel. Due to the hierarchical architecture of these systems, the methodology for extraction of mechanical parameters at the molecular and supramolecular scale requires special considerations regarding design of mechanical test apparatus, sample preparation and testing, data analysis, and interpretation of X-ray structural information in terms of small-scale mechanics. In this chapter, this methodology is described using as a case study the deformation mechanisms at the fibrillar and mineral particle level in cortical bone. Following a description of the sample preparation, testing, and analysis procedures for bone in general, two applications of the method-to understand fibrillar-level mechanics in tension and bending in a mouse model of rachitic disease-are presented, together with a discussion of how to relate in situ scattering and diffraction data acquired during mechanical testing to nanostructural models for deformation of biomineralized composites.

The effect of the microscopic and nanoscale structure on bone fragility

Bone mineral density is the gold-standard for assessing bone quantity and diagnosing osteoporosis. Although bone mineral density measurements assess the quantity of bone, the quality of the tissue is an important predictor of fragility. Understanding the macro- and nanoscale properties of bone is critical to understanding bone fragility in osteoporosis. Osteoporosis is a disease that affects more than 75 million people worldwide. The gold standard for osteoporosis prognosis, bone mineral density, primarily measures the quantity of bone in the skeleton, overlooking more subtle aspects of bone's properties. Bone quality, a measure of bone's architecture, geometry and material properties, is evaluated via mechanical, structural and chemical testing. Although decreased BMD indicates tissue fragility at the clinical level, changes in the substructure of bone can help indicate how bone quality is altered in osteoporosis. Additionally, mechanical properties which can quantify fragility, or bone's inability to resist fracture, can be changed due to alterations in bone architecture and composition. Recent studies have focused on examination of bone on the nanoscale, suggesting the importance of understanding the interactions of the mineral crystals and collagen fibrils and how they can alter bone quality. It is therefore important to understand alterations in bone that occur at the macro-, micro- and nanoscopic levels to determine what parameters contribute to decreased bone quality in diseased tissue.

Internal strains and stresses measured in cortical bone via high-energy X-ray diffraction

High-energy synchrotron X-ray diffraction was used to study internal stresses in bone under in situ compressive loading. A transverse cross-section of a 12-14 year old beagle fibula was studied with 80.7 keV radiation, and the transmission geometry was used to quantify internal strains and corresponding stresses in the mineral phase, carbonated hydroxyapatite. The diffraction patterns agreed with tabulated patterns, and the distribution of diffracted intensity around 00.2/00.4 and 22.2 diffraction rings was consistent with the imperfect 00.1 fiber texture expected along the axis of a long bone. Residual compressive stress along the bone's longitudinal axis was observed in the specimen prior to testing: for 22.2 this stress equaled -95 MPa and for 00.2/00.4 was between -160 and -240 MPa. Diffraction patterns were collected for applied compressive stresses up to -110 MPa, and, up to about -100 MPa, internal stresses rose proportionally with applied stress but at a higher rate, corresponding to stress concentration in the mineral of 2.8 times the stress applied. The widths of the 00.2 and 00.4 diffraction peaks indicated that crystallite size perpendicular to the 00.1 planes increased from t=41 nm before stress was applied to t=44 nm at -118 MPa applied stress and that rms strain epsilon(rms) rose from 2200 muepsilon before loading to 4600 muepsilon at the maximum applied stress. Small angle X-ray scattering of the unloaded sample, recorded after deformation was complete, showed a collagen D-period of 66.4 nm (along the bone axis).

Hydroxyapatite whiskers provide improved mechanical properties in reinforced polymer composites

Synthetic hydroxyapatite (HA) whiskers have been utilized as a new, biocompatible reinforcement for orthopedic biomaterials. High-density polyethylene (HDPE) was reinforced with either the synthesized HA whiskers or a commercially available spherical HA powder using a novel powder processing technique that facilitated uniform dispersion of the reinforcements in the matrix prior to compression molding. Composites were processed for up to 60 vol % HA whiskers and up to 50 vol % spherical HA. The mechanical properties of the new composite biomaterials were examined by uniaxial tensile tests. As expected, increased volume fraction of either reinforcement type over 0-50 vol % resulted in increased elastic modulus, a maximum in ultimate tensile stress, and decreased work to failure. Composites reinforced with HA whiskers had higher elastic modulus, ultimate tensile strength, and work to failure relative to composites reinforced with spherical HA. Thus, HA whisker-reinforced HDPE composites possessed improved mechanical properties over those reinforced with spherical HA. HA whisker-reinforced composites were anisotropic due to alignment of the whiskers in the matrix during processing.

X-ray diffraction and polarizing optical microscopy investigation of the structural organization of rabbit tibia

X-ray diffraction and polarized optical microscopy investigations were carried out on thin sections of rabbit tibia in order to study the morphological organization of the structural components of this tissue, which often is utilized to test bone response to implants. In the optical microscope, the lateral face as well as the lateral portion of the caudal face exhibit a lamellar structure with an alternation of dark and bright lamellae running parallel to the long axis of the tibia. In contrast, both in the medial face and in the medial portion of the caudal face there are numerous osteonic structures. In spite of the complexity of this morphological organization, the results of small- and high-angle X-ray diffraction analyses indicate that the structural relationship between collagen fibrils and inorganic crystals is quite similar to that observed in single osteons and allows evaluation of the orientation of the two main structural components. Both collagen fibrils and apatitic crystallites are preferentially oriented parallel to the long axis of the tibia. The degree of orientation is greater in the thickness than in the plane of the lamellae, suggesting that collagen fibrils and inorganic crystallites lie preferentially in the plane of the lamellae, where they follow an oblique course. The degree of orientation of the apatitic crystallites is higher in the lateral face than in the medial and caudal faces, in agreement with the optical microscopic images. The results provide information that must be taken into account when evaluating the structural modifications of bone due to the insertion of a prosthetic device.

Measurement of partition of stress between mineral and collagen phases in bone using X-ray diffraction techniques

The aim of this study was to present clear evidence of a stress concentration in bone as a two-phase composite of a collagen matrix reinforced by hydroxyapatite (HAP) mineral particles. X-ray diffractometry was performed on cortical bone from a bovine femur in order to measure strain in HAP along the c-axis as a response to a macroscopically applied force. From the obtained strain of HAP, the stress applied to HAP particles was determined by using Young's modulus value of HAP in the literature. Dividing the stress of HAP by that macroscopically applied to a bone specimen, the stress concentration coefficient, Chi H, was estimated. Using the Hirsch equation with the estimated Chi H, value, mineral content of bone was estimated, which accords with the mineral content values of bone in the literature.

Contribution of collagen and mineral to the elastic anisotropy of bone

It has long been thought that collagen fibers within the bone matrix are deposited in an aligned pattern that channels mineral growth. If this model of bone structure is correct, both organic and inorganic phases of bone should have similar elastic anisotropy. Using an acoustic microscope, we measured longitudinal and transverse acoustic velocities of cortical specimens taken from 10 dog femurs before and after removal of either the mineral (using 10% EDTA) or collagen phases (using 7% sodium hypochlorite) and calculated longitudinal (CL) and transverse (CT) elastic coefficients. The anisotropy ratio (CL/CT) decreased significantly after demineralization (1.61 before versus 1.06 after, P < 0.0001, paired t-test). However, there was no significant change after decollagenization (1.51 before versus 1.48 after, P = 0.617, paired t-test). We conclude that the orientation of mineral crystals is the primary determinant of bone anisotropy, and the collagen matrix within osteonal bone has little directional orientation.

Collagen structural organization in uncalcified and calcified human anterior longitudinal ligament

Collagen structure and collagen-apatite structural relationship has been investigated in human anterior ligament, where the mineral deposition occurs on collagen fibrils morphologically different from those of bone and tendons. Ultrastructural observations made on replicas of cryoprotected and freeze fractured uncalcified samples display a "helicoidal" morphology of the collagen fibrils. X-ray diffraction analysis carried out using conventional and synchrotron radiation sources revealed that the D-axial spacing is 65.0 nm and the electron density distribution inside the repeating period is very similar to those of tendon collagen in the same conditions of hydration. The short D-period can be interpreted as due to a greater angle of molecular crimping and/or molecular tilt compared to that of tendon. Air drying does not cause any appreciable variation in the D-axial period and induces an increase of the gap/overlap ratio that can be ascribed to telopeptide disorder. In spite of the different morphology of the collagen fibrils, the structural relationship between collagen and the mineral phase in calcified ligament is very close to that observed in bone and tendons. The apatitic phase is laid down in blocks along the collagen fibrils with the same axial periodicity, D = 65.0 nm, as that of uncalcified collagen fibrils. The mean height of the mineral blocks, which are 0.45D long, is even higher than in bone and masks any further fluctuation of the electron density due to the organic matrix.

A low-angle X-ray diffraction analysis of osteonic inorganic phase using synchrotron radiation

Using synchrotron radiation the low-angle X-ray diffraction method has been applied to single osteon samples to yield new data on the texture of the inorganic bone fraction. Two sample types--cylindrically shaped osteonic samples and osteonic radial hemisections--were prepared from longitudinal and alternate osteons at both the initial and final stages of calcification. The results indicate that the diffraction pattern is due to the inorganic phase, which reveals the same axial periodicity as native collagen fibrils and fits into the main band. No change is appreciable as osteons pass from the initial to the final stage of calcification. This means that when crystallites covering much more than a collagen axial period are observed under the electron microscope, they do not appreciably affect the calcified banding of collagen fibrils. The osteonic axis corresponds to the main direction of collagen orientation both in longitudinal and alternate osteons. The degree of orientation, however, is lower in alternate osteons than in longitudinal ones, where only few thin, incomplete transversal lamellae are found.

X-ray diffraction analysis of transversal osteonic lamellae

When isolated osteon samples are submitted to wide-angle X-ray diffraction, it is not possible to detect any preferential orientation of the hydroxyapatite crystallites of the lamellae with transversally arranged fiber bundles. So a complete and exhaustive X-ray diffraction analysis of an osteon needs adequately prepared osteonic subunits. For the present investigation, 2 types of samples were prepared from longitudinal and alternate osteons: osteonic radial sections and isolated straightened transversal lamellae. An X-ray diffraction microcamera has been used with a rotating anode X-ray generator. In accordance with the data provided by the polarizing microscope, the orientation of crystallites runs parallel to the osteon axis in longitudinally structured osteons, whereas in alternate osteons the orientation changes by about 90 degrees in successive lamellae. Neither crystallites associated with the collagen fibrils that run alongside the osteocyte canaliculi nor those associated with the fibrils that run transversally in longitudinally structured osteons are revealed by X-ray diffraction, because there are so few of them.