Biomechanical Properties of Paraspinal Muscles Influence Spinal Loading—A Musculoskeletal Simulation Study

A Muscle-Driven Spine Model for Predictive Simulations in the Design of Spinal Implants and Lumbar Orthoses

Knowledge of realistic loads is crucial in the engineering design process of medical devices and for assessing their interaction with the spinal system. Depending on the type of modeling, current numerical spine models generally either neglect the active musculature or oversimplify the passive structural function of the spine. However, the internal loading conditions of the spine are complex and greatly influenced by muscle forces. It is often unclear whether the assumptions made provide realistic results. To improve the prediction of realistic loading conditions in both conservative and surgical treatments, we modified a previously validated forward dynamic musculoskeletal model of the intact lumbosacral spine with a muscle-driven approach in three scenarios. These exploratory treatment scenarios included an extensible lumbar orthosis and spinal instrumentations. The latter comprised bisegmental internal spinal fixation, as well as monosegmental lumbar fusion using an expandable interbody cage with supplementary posterior fixation. The biomechanical model responses, including internal loads on spinal instrumentation, influences on adjacent segments, and effects on abdominal soft tissue, correlated closely with available in vivo data. The muscle forces contributing to spinal movement and stabilization were also reliably predicted. This new type of modeling enables the biomechanical study of the interactions between active and passive spinal structures and technical systems. It is, therefore, preferable in the design of medical devices and for more realistically assessing treatment outcomes.

The effects of spinal flexion exposure on lumbar muscle shear modulus and posture

PURPOSE

Spinal flexion exposure (SFE) leads to alterations in neuromuscular and mechanical properties of the trunk. While several studies reported changes in intrinsic trunk stiffness following SFE, there is a lack of studies evaluating the effects on lumbar muscle shear modulus (SM). Therefore, the aim of our study was to investigate the effects of SFE on lumbar muscle SM and posture.

METHODS

Sixteen young volunteers were included in this clinical study. Passive lumbar muscle SM, lumbar lordosis, lumbar flexion range of motion and sitting height were measured prior to and following a 60-min SFE protocol.

RESULTS

For SM, our results did not show a significant muscle × time interaction effect (p = 0.40). However, we found increased SM (from 6.75 to 15.43% - all p < 0.02) and maximal lumbar flexion (15.91 ± 10.88%; p < 0.01), whereas lumbar lordosis ( - 7.67 ± 13.97%; p = 0.03) and sitting height ( - 0.57 ± 0.32%; p < 0.01) decreased following SFE. Our results showed no significant correlations between the changes in the included outcome measures (p = 0.10-0.83).

CONCLUSION

We hypothesized that increased lumbar muscle SM following SFE might be a compensation for decreased passive stability due to viscoelastic deformations of connective tissues, which are indicated by increased maximal lumbar flexion and decreased sitting height. However, there were no significant correlations between the changes of the included outcome measures, which implies that increased muscle SM and reduced lumbar lordosis are more likely an independent consequence of SFE.

Muscle short-range stiffness behaves like a maxwell element, not a spring: Implications for joint stability

INTRODUCTION

Muscles play a critical role in supporting joints during activities of daily living, owing, in part, to the phenomenon of short-range stiffness. Briefly, when an active muscle is lengthened, bound cross-bridges are stretched, yielding forces greater than what is predicted from the force length relationship. For this reason, short-range stiffness has been proposed as an attractive mechanism for providing joint stability. However, there has yet to be a forward dynamic simulation employing a cross-bridge model, that demonstrates this stabilizing role. Therefore, the purpose of this investigation was to test whether Huxley-type muscle elements, which exhibit short-range stiffness, can stabilize a joint while at constant activation.

METHODS

We analyzed the stability of an inverted pendulum (moment of inertia: 2.7 kg m2) supported by Huxley-type muscle models that reproduce the short-range stiffness phenomenon. We calculated the muscle forces that would provide sufficient short-range stiffness to stabilize the system based in minimizing the potential energy. Simulations consisted of a 50 ms long, 5 Nm square-wave perturbation, with numerical simulations carried out in ArtiSynth.

RESULTS

Despite the initial analysis predicting shared activity of antagonist and agonist muscles to maintain stable equilibrium, the inverted pendulum model was not stable, and did not maintain an upright posture even with fully activated muscles.

DISCUSSION & CONCLUSION

Our simulations suggested that short-range stiffness cannot be solely responsible for joint stability, even for modest perturbations. We argue that short-range stiffness cannot achieve stability because its dynamics do not behave like a typical spring. Instead, an alternative conceptual model for short-range stiffness is that of a Maxwell element (spring and damper in series), which can be obtained as a first-order approximation to the Huxley model. We postulate that the damping that results from short-range stiffness slows down the mechanical response and allows the central nervous system time to react and stabilize the joint. We speculate that other mechanisms, like reflexes or residual force enhancement/depression, may also play a role in joint stability. Joint stability is due to a combination of factors, and further research is needed to fully understand this complex system.

Lumbar muscle adaptations to external perturbations are modulated by trunk posture

PURPOSE

To investigate if the recruitment of different regions within the lumbar extensor muscles in response to unexpected perturbations depends on trunk posture.

METHODS

In a semi-seated posture, healthy adult participants experienced unexpected posterior-anterior trunk perturbations in three different postures: neutral, trunk flexion and left trunk rotation. High-density surface electromyography was used to identify the regional distribution of activation within the lumbar erector spinae muscles. The effect of posture and side (left vs right) on muscle activity and centroid coordinates was investigated at baseline and in response to perturbations.

RESULTS

Higher muscle activity was observed in trunk flexion compared to neutral and rotation postures at baseline (multiple p < 0.001) and in response to the perturbation (multiple p < 0.01). At baseline, the centroid of the electromyographic amplitude distribution was localized more medially in trunk flexion compared to trunk neutral posture (p = 0.003), while activation was localized more laterally in response to the perturbation (multiple p < 0.05). When the trunk was rotated, the electromyographic amplitude distribution was localized more cranially on the left than the right side, both at baseline (p = 0.001) and in response to the perturbation (p = 0.001). Finally, a more lateral location of the centroid on the left side in rotation compared to neutral posture was observed in response to the perturbation (multiple p < 0.001).

CONCLUSIONS

Regional differences in the distribution of electromyographic amplitude indicate that different muscle regions were recruited in different trunk postures and in response to perturbations, possibly based on regional mechanical advantage of the erector spinae muscle fibers.

Muscle-driven forward dynamic active hybrid model of the lumbosacral spine: combined FEM and multibody simulation

Most spine models belong to either the musculoskeletal multibody (MB) or finite element (FE) method. Recently, coupling of MB and FE models has increasingly been used to combine advantages of both methods. Active hybrid FE-MB models, still rarely used in spine research, avoid the interface and convergence problems associated with model coupling. They provide the inherent ability to account for the full interplay of passive and active mechanisms for spinal stability. In this paper, we developed and validated a novel muscle-driven forward dynamic active hybrid FE-MB model of the lumbosacral spine (LSS) in ArtiSynth to simultaneously calculate muscle activation patterns, vertebral movements, and internal mechanical loads. The model consisted of the rigid vertebrae L1-S1 interconnected with hyperelastic fiber-reinforced FE intervertebral discs, ligaments, facet joints, and force actuators representing the muscles. Morphological muscle data were implemented via a semi-automated registration procedure. Four auxiliary bodies were utilized to describe non-linear muscle paths by wrapping and attaching the anterior abdominal muscles. This included an abdominal plate whose kinematics was optimized using motion capture data from upper body movements. Intra-abdominal pressure was calculated from the forces of the abdominal muscles compressing the abdominal cavity. For the muscle-driven approach, forward dynamics assisted data tracking was used to predict muscle activation patterns that generate spinal postures and balance the spine without prescribing accurate spinal kinematics. During calibration, the maximum specific muscle tension and spinal rhythms resulting from the model dynamics were evaluated. To validate the model, load cases were simulated from -10° extension to +30° flexion with weights up to 20 kg in both hands. The biomechanical model responses were compared with in vivo literature data of intradiscal pressures, intra-abdominal pressures, and muscle activities. The results demonstrated high agreement with this data and highlight the advantages of active hybrid modeling for the LSS. Overall, this new self-contained tool provides a robust and efficient estimation of LSS biomechanical responses under in vivo similar loads, for example, to improve pain treatment by spinal stabilization therapies.

Multibody Models of the Thoracolumbar Spine: A Review on Applications, Limitations, and Challenges

Numerical models of the musculoskeletal system as investigative tools are an integral part of biomechanical and clinical research. While finite element modeling is primarily suitable for the examination of deformation states and internal stresses in flexible bodies, multibody modeling is based on the assumption of rigid bodies, that are connected via joints and flexible elements. This simplification allows the consideration of biomechanical systems from a holistic perspective and thus takes into account multiple influencing factors of mechanical loads. Being the source of major health issues worldwide, the human spine is subject to a variety of studies using these models to investigate and understand healthy and pathological biomechanics of the upper body. In this review, we summarize the current state-of-the-art literature on multibody models of the thoracolumbar spine and identify limitations and challenges related to current modeling approaches.

Dysfunctional paraspinal muscles in adult spinal deformity patients lead to increased spinal loading

Purpose

Decreased spinal extensor muscle strength in adult spinal deformity (ASD) patients is well-known but poorly understood; thus, this study aimed to investigate the biomechanical and histopathological properties of paraspinal muscles from ASD patients and predict the effect of altered biomechanical properties on spine loading.

Methods

68 muscle biopsies were collected from nine ASD patients at L4–L5 (bilateral multifidus and longissimus sampled). The biopsies were tested for muscle fiber and fiber bundle biomechanical properties and histopathology. The small sample size (due to COVID-19) precluded formal statistical analysis, but the properties were compared to literature data. Changes in spinal loading due to the measured properties were predicted by a lumbar spine musculoskeletal model.

Results

Single fiber passive elastic moduli were similar to literature values, but in contrast, the fiber bundle moduli exhibited a wide range beyond literature values, with 22% of 171 fiber bundles exhibiting very high elastic moduli, up to 20 times greater. Active contractile specific force was consistently less than literature, with notably 24% of samples exhibiting no contractile ability. Histological analysis of 28 biopsies revealed frequent fibro-fatty replacement with a range of muscle fiber abnormalities. Biomechanical modelling predicted that high muscle stiffness could increase the compressive loads in the spine by over 500%, particularly in flexed postures.

Discussion

The histopathological observations suggest diverse mechanisms of potential functional impairment. The large variations observed in muscle biomechanical properties can have a dramatic influence on spinal forces. These early findings highlight the potential key role of the paraspinal muscle in ASD.