Clinical Neurophysiology: Clinical Electromyography

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Chapter 32B Clinical Neurophysiology

Clinical Electromyography

Clinical electromyography is a distinct medical discipline that plays a pivotal role in the diagnosis of neuromuscular disorders (Katirji et al., 2002). The designations clinical electromyography, electrodiagnostic examination, and electroneuromyography are used interchangeably to encompass the electrophysiological study of nerve and muscle; the terms needle electromyography or needle electrode examination are reserved for the specific testing that involves needle electrode evaluation of muscle. Although many still refer to all such testing as simply electromyography (EMG), use of the word without a descriptor is discouraged because it can be confusing, often implying only the needle electrode part of the evaluation. For clarity, this chapter will refer to clinical EMG or needle EMG in the context of the discussion.

The clinical EMG examination is an important diagnostic tool that helps localize a neuromuscular problem at the motor neurons, nerve roots, peripheral nerves, neuromuscular junction, or muscle. It also helps establish the underlying process in these disorders and assess their management and prognosis. Electrodiagnostic testing provides the most valuable diagnostic information when the clinical assessment suggests a short list of differential diagnoses. The clinician should perform a detailed or focused neurological examination before referring the patient for a clinical EMG, which in turn serves as an independent procedure to provide an objective assessment of the peripheral nervous system (PNS) (Katirji, 2002). Patients with complex clinical pictures are best served by a neurological consultation prior to ordering electrodiagnostic testing.

The clinical EMG examination is composed of two main tests: nerve conduction studies (NCS) and needle EMG. These tests complement each other, and both often are necessary for a definite diagnosis. Additional electrodiagnostic procedures include assessment of F waves, H reflexes, and blink reflexes; repetitive nerve stimulation; and single-fiber EMG. A focused history and examination will help the electromyographer design the most appropriate electrodiagnostic study (Preston and Shapiro, 2005). The electromyographer must be proficient in using modern electrodiagnostic equipment and applying electrodiagnostic techniques, know the normal values for commonly and uncommonly examined nerve conduction studies and for motor unit action potentials (MUAPs) in different muscles, and be familiar with the specific and nonspecific electrodiagnostic findings in different neuromuscular disorders.

Nerve Conduction Studies

Principles

Electrical stimulation of nerve fibers initiates impulses that travel along motor, sensory, or mixed nerves and evoke a compound action potential. The three types of NCS are motor, sensory, and mixed. Analysis of the compound muscle action potential (CMAP), evoked by stimulating a nerve while recording from a muscle, indirectly assesses the conduction characteristics of motor fibers. Analysis of the sensory nerve action potential (SNAP) assesses the sensory fibers by stimulating a nerve and recording directly from a cutaneous nerve. Mixed NCS directly assess the sensory and motor fibers simultaneously by stimulating and recording from a mixed nerve and analyzing the mixed nerve action potential (MNAP). Use of standard NCS allows precise lesion localization and accurate characterization of peripheral nerve function.

Stimulators

Nerve conduction studies use two different kinds of surface (percutaneous) electric stimulators. Constant voltage stimulators regulate voltage output so that current varies inversely with the impedance of the system including the skin and subcutaneous tissues. Constant current stimulators change voltage according to impedance so that the amount of current that reaches the nerve is within the limits of skin resistance. As the current flows between the cathode (negative pole) and the anode (positive pole), negative charges accumulate under the cathode and positive charges under the anode, depolarizing and hyperpolarizing the nerve, respectively. In bipolar stimulation, both electrodes are over the nerve trunk, with the cathode closer to the recording site. Anodal conduction block of the propagated impulse may occur with inadvertent reversal of the cathode and anode of the stimulator. The cause of the block is hyperpolarization at the anode. This may prevent the nerve impulse evoked by the depolarization occurring under the cathode from proceeding past the anode.

Supramaximal stimulation of a nerve that results in depolarization of all available axons is a paramount prerequisite to accurate and reproducible NCS measurements. To achieve supramaximal stimulation, slowly increase current (or voltage) intensity until it reaches a level at which the recorded potential does not increase in size. Then increase the current an additional 20% to 30% to ensure the potential does not change further.

Motor Nerve Conduction Studies

The performance of motor NCS requires stimulating a motor or mixed peripheral nerve while recording the CMAP from a muscle innervated by that nerve. A pair of recording electrodes consists of an active lead, G1, placed on the belly of the muscle and a reference (indifferent or inactive) lead, G2, on the tendon (belly-tendon recording). The propagating muscle action potential, originating under G1 located near the motor point, gives rise to a simple biphasic waveform with an initial negativity. Initial positivity suggests incorrect positioning of the active electrode away from the motor end-plate zone or a volume-conducted potential from distant muscles activated by anomalous innervation or by accidental spread of stimulation to other neighboring nerves.

The nerve usually is stimulated, whenever technically feasible, at two or more points along its course. Shorter nerves such as the axillary, femoral, and facial nerves are stimulated at only one point, because the more proximal portions of the nerves are inaccessible. Otherwise, the nerve typically is stimulated distally near the recording electrode and more proximally to evaluate one or more proximal segments. Motor NCS evaluate several measurements (Fig. 32B.1):

CMAP amplitude: The usual measure of amplitude is from baseline to negative peak and expressed in millivolts. When recorded with surface electrodes, CMAP amplitude is a semiquantitative measure of the number of axons conducting between the stimulating and recording points. CMAP amplitude also depends on the relative conduction speed of the axons, the integrity of the neuromuscular junctions, and the number of muscle fibers that are able to generate action potentials.

CMAP duration: This measurement usually is the duration of the negative phase of the evoked potential and expressed in milliseconds. It is a function of the conduction rates of the various axons forming the examined nerve and the distance between the stimulation and recording electrodes. The CMAP generated from proximal stimulation is slightly longer in duration and of lower amplitude than that obtained from distal stimulation, as a result of temporal dispersion and phase cancellation (see forthcoming section).

CMAP area: This usually is limited to the negative phase area under the waveform and shows linear correlation with the product of amplitude and duration. Measurement is in millivolts per millisecond and requires electronic integration using computerized equipment. The ability to measure CMAP area has practically replaced the need to measure its duration.

Latencies: Latency is the time interval between nerve stimulation (shock artifact) and the CMAP onset. Expression of latency is in milliseconds and reflects the conduction rate of the fastest-conducting axon. Whenever technically possible, the nerve is stimulated at two points: a distal point near the recording site and a more proximal point; the measures obtained are the distal latency and proximal latency, respectively. Both latencies depend mostly on the length of the nerve segment and, to a much lesser extent, on neuromuscular transmission time and propagation time along the muscle membrane.

Conduction velocity: This is a computed measurement of the speed of conduction expressed in meters per second. Measurement of conduction velocity allows comparison of the speed of conduction of the fastest fibers between different nerves and subjects, irrespective of the length of the nerve. The calculation requires measurement of the length of the nerve segment between distal and proximal stimulation sites. Measuring the surface distance along the course of the nerve estimates the nerve length; it should be more than 10 cm to improve the accuracy of surface measurement.

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As with latencies, motor conduction velocity measures the speed of conduction of the fastest axon. In contrast with motor latency, however, motor nerve conduction velocity is a pure nerve conduction time, because neuromuscular transmission time and muscle fiber propagation time are common to both stimulation sites, and the latency difference between two points is the time required for the nerve impulse to travel from one stimulus point to the other.

Sensory Nerve Conduction Studies

Sensory axons are evaluated by stimulating a nerve while recording the transmitted potential from the same nerve at a different site. Therefore, SNAPs are true nerve action potentials. The measurement of antidromic sensory NCS requires recording potentials directed toward the sensory receptors. Obtaining orthodromic responses requires recording potentials directed away from these receptors. Sensory latencies and conduction velocities are identical with either method, but SNAP amplitudes generally are higher in antidromic studies. Orthodromic responses sometimes are low in amplitude, necessitating use of averaging techniques. Action potentials from distal muscles may obscure antidromic responses, because the thresholds of some motor axons are similar to those of large myelinated sensory axons. Fortunately, accurate measurement of SNAPs is still possible because the large-diameter sensory fibers conduct 5% to 10% faster than motor fibers. This relationship may change in disease states that selectively affect different fibers.

SNAPs may be obtained by several methods: (1) stimulating and recording a pure sensory nerve (such as the sural and radial sensory nerves); (2) stimulating a mixed nerve while recording distally over a cutaneous branch (such as the antidromic median and ulnar sensory responses), or (3) stimulating a distal cutaneous branch while recording over a proximal mixed nerve (such as in orthodromic median and ulnar sensory studies). Similar to their motor counterparts, sensory NCS record several measurements (Fig. 32B.2):

SNAP amplitude: This semiquantitatively measures the number of sensory axons that conduct between the stimulation and recording sites. The calculation is from the baseline to negative peak or from negative peak to positive peak, and expressed in microvolts. SNAP duration and area may be measured but are not useful because of significant temporal dispersion and phase cancellation (see later discussion).

Latencies: Sensory distal latencies are measured (in milliseconds) from the stimulus artifact to the peak of the negative phase (peak latency) or from the stimulus artifact to the onset of the SNAP (onset latency). A large shock artifact, a noisy background, or a wavy baseline may obscure onset latency. Although peak latency does not reflect the fastest-conducting sensory fibers, it is easily defined and more precise than onset latency.

Conduction velocity: This requires stimulation at a single site only because the latency consists of just the nerve conduction time from the stimulus point to the recording electrode. As with motor velocity, the calculation may be done using both distal and proximal stimulations. Only onset latencies (not peak latencies) are useful to calculate velocities to assess the speed of the fastest-conducting fibers.

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Segmental Stimulation in Short Increments

Routine NCS are sufficient to localize the site of involvement in most patients with entrapment neuropathies. During evaluation of a focal demyelinating lesion, however, inclusion of the unaffected nerve segment in relatively long distal latency or conduction velocity calculation dilutes the effect of slowing at the injured site and decreases the sensitivity of the test. Therefore, incremental stimulation across a shorter nerve segment is useful to help localize an abnormality that might otherwise escape detection. Localization that is more precise entails “inching” the stimulus in short increments along the course of the nerve. The study of short segments provides better resolution of restricted lesions. For example, a nerve impulse may be found to conduct at a rate of 0.2 msec per 1.0 cm (50 m/sec). For a 1-cm segment, then, demyelination would double the conduction time to 0.4 msec/cm. In a 10-cm segment, normally covered in 2.0 msec, a 0.2-msec increase would constitute a 10% change, or approximately 1 standard deviation—well within the normal range of variability. However, the same 0.2-msec increase would represent a 100% change in latency if measured over a 1-cm segment. The large per-step increase in latency more than compensates for the inherent measurement error associated with stimulating multiple times in short increments.

The inching (or actually “centimetering”) technique is particularly useful in assessing nerve conduction in patients with carpal tunnel syndrome or an ulnar neuropathy at the elbow or wrist (McIntosh et al., 1998). For example, stimulation of a normal median nerve in 1-cm increments across the wrist results in latency changes of approximately 0.16 to 0.21 msec/cm from midpalm to distal forearm (Fig. 32B.3). A sharply localized latency increase across a 1-cm segment indicates a focal abnormality of the median nerve (Fig. 32B.4). An abrupt change in waveform usually accompanies the latency increase across the site of compression.

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Fig. 32B.4 Sensory nerve action potentials in a patient with bilateral carpal tunnel syndrome (see also Fig. 35B.3 for settings). A sharply localized slowing was found from point −2 to point −1 in both hands, with a latency change measuring 0.7 msec on the left (A) and 1.1 msec on the right (B), compared with the other segments with normal latency changes of approximately 0.16 to 0.21 msec. Note also a distinct change in waveform of the sensory potential at the point of localized conduction delay.

(Reprinted with permission of the author and publisher from Kimura, J., 1979. The carpal tunnel syndrome: localization of conduction abnormalities within the distal segment of the median nerve. Brain 102, 619-635. By permission of Oxford University Press, Inc.)

Physiological Variability and Common Sources of Error

The major pitfalls in NCS usually involve technical errors in the stimulating or recording system (Kimura, 1997). Common errors include large stimulus artifact, increased electrode noise, submaximal stimulation, co-stimulation of adjacent nerve not under study, eliciting an unwanted potential from distant muscles, recording or reference electrode misplacement, and errors in measurement of nerve length and conduction time. Other errors are attributable to intertrial and physiological variability, which include the effects of temperature, age, the length of studied nerve, anomalous innervation, and temporal dispersion.

Temperature

Nerve impulse propagation slows by 2.4 m/sec, or approximately 5%, per degree centigrade from 38°C to 29°C of body temperature. Also, cooling results in a higher CMAP and SNAP amplitude and longer response duration, probably because of accelerated and slowed sodium channel inactivation (Rutkove et al., 1997). Therefore, a CMAP or SNAP with high amplitude and slow distal latency or conduction velocity should raise the suspicion of a cool limb. To reduce this type of variability, a plate thermistor measures skin temperature. This measurement correlates linearly with the subcutaneous and intramuscular temperatures. If the skin temperature falls below 33°C, warm the limbs by immersion in warm water or by application of warming packs or a hydrocollator. Adding 5% of the calculated conduction velocity for each degree below 33°C theoretically normalizes the result. The use of such conversion factors is based on evidence obtained in healthy persons, however, and may not be applicable in patients with abnormal nerves.

Anomalies

Several anomalous peripheral innervations may influence interpretation of the electrodiagnostic study. Two of these variants, the Martin-Gruber anastomosis and the accessory deep peroneal nerve, have a significant effect on NCS.

Martin-Gruber Anastomosis

In the Martin-Gruber anastomosis, anomalous fibers cross from the median to the ulnar nerve in the forearm. The communicating branches usually consist of motor axons supplying the ulnar innervated intrinsic hand muscles, particularly the first dorsal interosseous muscle, the hypothenar muscles (abductor digiti minimi), and the thenar muscles (adductor pollicis, deep head of flexor pollicis brevis), or a combination of these muscles. The Martin-Gruber anastomosis occurs in approximately 15% to 20% of the population and sometimes is bilateral. This anomaly manifests as a drop in the ulnar CMAP amplitude between distal and proximal stimulation sites (simulating the appearance of conduction block on ulnar NCS recording from the abductor digiti minimi or first dorsal interosseous). With distal stimulation (at the wrist), the CMAP reflects all ulnar motor fibers, whereas proximal stimulation activates only the uncrossed fibers, which are fewer in number. This anomaly can be confirmed by median nerve stimulation at the elbow, which evokes a small CMAP from the abductor digiti minimi or first dorsal interosseous, which is not present on median nerve stimulation at the wrist. When anomalous fibers innervate the thenar muscles, stimulation of the median nerve at the elbow activates the nerve and the crossing ulnar fibers, resulting in a large CMAP, often with an initial positivity caused by volume conduction of action potential from the ulnar thenar muscles to the median thenar muscles. By contrast, distal median nerve stimulation evokes a smaller thenar CMAP without the positive dip because the crossed fibers are not present at the wrist. In addition, the median nerve conduction velocity in the forearm is spuriously fast, particularly in the presence of carpal tunnel syndrome because the CMAP onset represents a different population of fibers at the wrist than at the elbow. Collision studies obtain an accurate conduction velocity by using action potentials of the crossed fibers (Sander et al., 1997).

Temporal Dispersion and Phase Cancellation

The CMAP, evoked by supramaximal stimulation, represents the summation of all individual MUAPs directed to the muscle through the stimulated nerve. Typically, as the stimulus site moves proximally, the CMAP slightly drops in amplitude and area and increases in duration. The cause is temporal dispersion in which the velocity of impulses in slow-conducting fibers lags increasingly behind those of fast-conducting fibers as conduction distance increases. With dispersion, a slight positive and negative phase overlap, and cancellation of MUAP waveforms is seen (Fig. 32B.5). The result of temporal dispersion and phase cancellation is a reduction of CMAP amplitude and area and prolongation of its duration.

Physiological temporal dispersion affects the SNAP more than the CMAP (Fig. 32B.6). This difference relates to two factors. The first relates to the disparity between sensory fiber and motor fiber conduction velocities. The range of conduction velocities between the fastest and the slowest individual human myelinated sensory axons is almost twice that for the motor axons (25 m/sec and 12 m/sec, respectively). The second factor is the difference in duration of individual unit discharges between nerve and muscle. With short-duration biphasic sensory spikes, a slight latency difference could line up the positive peaks of the fast fibers with the negative peaks of the slow fibers and cancel both (Fig. 32B.7). In longer-duration MUAPs, the same latency shift would only partially superimpose peaks of opposite polarity, and phase cancellation would be less of a factor.

Electrodiagnosis by Nerve Conduction Studies

Although both NCS and needle EMG are required in most patients to confirm an electrodiagnostic impression, certain neuromuscular disorders may be evident on NCS alone.

Focal Nerve Lesions

Peripheral nerve is composed of unmyelinated and myelinated axons surrounded by Schwann cells and a supporting tissue. Surrounding the unmyelinated axons are only the plasma membranes of Schwann cells. By contrast, wrapped around myelinated axons are multiple myelin layers that have a low capacitance and large resistance. Surrounding the myelinated axon is myelin, along with Schwann cells, except at certain gaps called the nodes of Ranvier, where sodium channels are highly concentrated and saltatory conduction occurs. Three supportive layers—the endoneurium, perineurium, and epineurium—are highly elastic and protect the myelin and axon from external pressure and tension surround nerves. Nerve fibers may be injured by a variety of mechanisms including compression, ischemia, traction, and laceration.

The classification of peripheral nerve lesions follows. In neurapraxia (first-degree injury), distortion of myelin occurs near the nodes of Ranvier, producing segmental conduction block without wallerian degeneration. In axonotmesis (second-degree injury), the axon is interrupted, but all the supporting nerve structures remain intact. In neurotmesis, the nerve injury is severe, resulting in complete disruption of the nerve with all the supporting structures (see Chapter 52D). Often, the neurotmesis category is divisible as follows: third-degree injury, with disruption of the endoneurium and with intact perineurium and epineurium; fourth-degree injury, with disruption of all neural elements except the epineurium; and fifth-degree nerve injury, with complete nerve transection resulting in complete discontinuity of the nerve. Electrodiagnostic studies alone cannot accurately distinguish among the five degrees of nerve injuries, but they can separate the first (neurapraxia) from the other types (Wilbourn, 2002).

Demyelinative Mononeuropathy

When focal injury to myelin occurs, conduction along the affected nerve fibers may alter. This may result in conduction slowing or block along the nerve fibers. The cause of conduction block is interruption of action potential transmission across the nerve lesion; it is the electrophysiological correlate of neurapraxia and usually results from loss of more than one myelin segment (segmental or internodal demyelination). Bracketing two stimulation points, one distal and one proximal to the site of injury, best localizes a nerve lesion with conduction block. With such lesions, stimulation distal to the lesion elicits a normal CMAP, whereas proximal stimulation evokes a response with reduced amplitude or fails to evoke any response, defined as partial or complete conduction block, respectively (Fig. 32B.8, A). Several limitations exist to the diagnosis of demyelinative conduction block:

Focal slowing of conduction usually is the result of widening of the nodes of Ranvier (paranodal demyelination). Slowing, often synchronized, affects all large myelinated fibers equally. This results in prolongation of distal latency if the focal lesion is distal (see Fig. 32B.8, B,a), or slowing in conduction velocity if the focal lesion is proximal (see Fig. 32B.8, B,b). CMAP amplitude, duration, and area, however, are normal and do not change when the nerve is stimulated proximal to the lesion. Desynchronized slowing (differential slowing) occurs when conduction velocity reduces at the lesion site along a variable number of the medium or small nerve fibers (average- or slower-conducting axons). Here, the CMAP disperses with prolonged duration on stimulations proximal to the lesion. The speed of conduction along the injury site (latency or conduction velocity) is normal because of sparing of at least some of the fastest-conducting axons (see Fig. 32B.8, C). When synchronized and desynchronized slowing coexists, slowing of distal latency or conduction velocity accompanies the dispersed CMAP with prolonged duration.

Axon-Loss Mononeuropathy

After acute focal axonal damage, the distal nerve segment undergoes wallerian degeneration. Characteristically, unelicitable or low CMAP amplitudes with distal and proximal stimulations are signs of complete or partial motor axonal loss lesions. The CMAP amplitudes provide a reliable estimate of the amount of axonal loss except in the chronic phase, in which reinnervation via collateral sprouting often increases the CMAP and gives a misleadingly low estimate of the extent of original axonal loss.

In partial axon-loss lesions, distal latencies and conduction velocities are normal or borderline. Selective loss of fast-conducting fibers associated with more than a 50% reduction in mean CMAP amplitude can slow conduction velocity up to 80% of normal value because the velocity represents the remaining slow-conducting fibers. Motor conduction velocity may slow to 70% of normal value with reduction of CMAP amplitude to less than 10% of the lower limit of normal.

Soon after axonal transection (i.e., for the first 48 hours), the distal axon remains excitable. Therefore, stimulation distal to the lesion elicits a normal CMAP, whereas proximal stimulation elicits a response with reduced amplitude, producing a conduction block pattern (see Fig. 32B.8, D, middle panel). This pattern is axonal noncontinuity, early axon loss, or axon-discontinuity conduction block. Soon, however, the distal axons undergo wallerian degeneration, and the distal CMAP decreases to equal the proximal CMAP (see Fig. 32B.8, D, lower panel). With wallerian degeneration, the distal CMAP decreases in amplitude starting 1 or 2 days after nerve injury and reaches its nadir in 5 to 6 days. In contrast, the distal SNAP lags slightly behind and reaches its nadir in 10 or 11 days (Fig. 32B.9). The difference between the decline of the SNAP and CMAP amplitudes after axon loss probably relates to neuromuscular transmission failure, which affects only the CMAP amplitude. Supporting this hypothesis is the fact that MNAPs recorded directly from nerve trunks follow the time course of SNAPs.

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Fig. 32B.9 Distal compound muscle action potential (CMAP) and sensory nerve action potential (SNAP) amplitudes during wallerian degeneration after an acute axonal nerve injury.

(Reprinted with permission from Katirji, B., 2007. Electromyography in Clinical Practice: A Case Study Approach. Mosby, St. Louis.)

The study is repeated after 10 or 11 days, when degenerating axons have lost excitability, to distinguish between conduction block due to demyelination and that due to axon loss. A reduction in amplitude of the evoked potential from stimulation above and below the lesion indicates axonal loss (see Fig. 32B.8, D). By contrast, if the distally evoked CMAP still has significantly higher amplitude than that of the proximally elicited response, this indicates partial segmental demyelination.

Identification of conduction block in the early days of axonal loss is extremely helpful in localizing a peripheral nerve injury, particularly the closed type in which the exact site of lesion is not apparent. Awaiting the completion of wallerian degeneration results in diffusely low or unevokable CMAPs (regardless of stimulation site), which does not allow accurate localization of the injury site. Needle EMG study is useful, but localization by this method is suboptimal (see later discussion).

Generalized Polyneuropathies

Nerve conduction studies are essential in diagnosing peripheral polyneuropathies. They are very useful in confirming the diagnosis and establishing the types of fibers affected (large-fiber sensory, motor, or both). Of greatest importance, NCS often identify the primary pathological process of the various polyneuropathies: axonopathy (axonal loss) versus myelinopathy (segmental demyelination). This helps tremendously in identifying the cause of the polyneuropathy.

Axonal Polyneuropathies

Axonal polyneuropathies produce length-dependent dying-back degeneration of axons. The major change on NCS is decrease of the CMAP and SNAP amplitudes, more marked in the lower extremities. By contrast, conduction velocities and distal latencies usually are normal (Fig. 32B.10, B). As with axon-loss mononeuropathies, selective loss of many fast-conducting fibers associated with more than a 50% reduction in CMAP amplitude can slow conduction velocity to 70% to 80% of normal value.

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Fig. 32B.10 Computerized model of motor nerve conduction study of a peripheral nerve. A, Normal nerve. B, Nerve after axonal degeneration. C, Nerve with segmental demyelination.

(Reprinted with permission from Brown, W.F., Bolton, C.F. (Eds.), 1989. Clinical Electromyography. Butterworth Heinemann, Boston.)

Demyelinating Polyneuropathies

The hallmark of demyelinating polyneuropathies is a widespread increase in conduction time caused by impaired saltatory conduction. Therefore, NCS findings are characterized by significant slowing of conduction velocities (less than 75% of the lower limit of normal) and distal latencies (>130% of the upper limit of normal). With distal stimulation, demyelination delays the distal latency, and there is usually moderate reduction of the CMAP amplitude because of abnormal temporal dispersion and phase cancellation. With proximal stimulation, the CMAP amplitude is lower, and the proximal conduction velocity markedly slows because the action potentials travel a longer distance, with increased probability for the nerve action potentials to pass through demyelinated segments (see Fig. 32B.10, C). The proximal CMAP amplitude decay is the result of more prominent temporal dispersion and phase cancellation as well as possible conduction block along some fibers.

Nerve conduction studies further separates chronic demyelinating polyneuropathies into inherited and acquired polyneuropathies. Characteristic of demyelinating inherited polyneuropathies, such as Charcot-Marie-Tooth disease type I, is uniform slowing resulting in symmetrical abnormalities as well as the absence of conduction blocks. By contrast, acquired demyelinating polyneuropathies, such as chronic inflammatory demyelinating polyneuropathy, are often associated with nonuniform slowing that results in asymmetrical nerve conductions, even in the absence of clinical asymmetry. In addition, multifocal conduction blocks and excessive temporal dispersions at nonentrapment sites are characteristic of acquired demyelinating polyneuropathies.

In the most common form of Guillain-Barré syndrome, acute inflammatory demyelinating polyneuropathy, multifocal demyelination that fulfills the criteria for demyelination is evident in 35% to 50% of patients during the first 2 weeks of illness, compared with 85% by the third week (Al-Shekhlee et al., 2005; Albers et al., 1985). Two other suggestive nerve conduction findings in this disorder are abnormal upper extremity SNAPs with normal sural SNAPs, an unusual pattern in axonal length–dependent polyneuropathy, and diffuse absence of F waves with normal results on motor conduction studies, findings consistent with proximal peripheral nerve or spinal root involvement.

Needle Electromyographic Examination

Principles and Techniques

The motor unit consists of a single motor neuron and all the muscle fibers it innervates. A single motor unit consists of either type I or type II muscle fibers, but never both. All muscle fibers in one motor unit discharge simultaneously when stimulated by synaptic input to the lower motor neuron or by electrical stimulation of the axon. The ratio of muscle fibers per motor neuron (innervation ratio or motor unit size) is variable and ranges from 3 : 1 for extrinsic eye muscles to several thousand to 1 for large limb muscles. The smaller ratio generally is characteristic of muscles that perform fine gradations of movement. The distribution of a single motor unit’s muscle fibers in a muscle is wide, with significant overlap between different motor units.

The muscle fiber has a resting potential of 90 mV, with negativity inside the cell. The generation of an action potential reverses the transmembrane potential, which then becomes positive inside the cell. An extracellular electrode, as used in needle EMG, records the activity resulting from this switch of polarity as a predominantly negative potential (usually triphasic, positive-negative-positive waveforms). When recorded near a damaged region, however, action potentials consist of a large positivity followed by a small negativity.

Concentric and Teflon-coated monopolar needle electrodes are equally satisfactory in recording muscle potentials, with little appreciable difference. Although monopolar needles are less painful, they require an additional reference electrode placed nearby, which often results in greater electrical noise caused by electrode impedance mismatch between the intramuscular active electrode and the surface reference disk.

The electromyographer first identifies the needle insertion point by recognizing the proper anatomical landmark and the activation maneuver for the sampled muscle. Needle EMG evaluation requires appreciation of the following technical considerations:

An amplification of 50 µV per division best defines the insertional and spontaneous activity, whereas 200 µV per division is suited for voluntary activity. Most laboratories use oscilloscope sweep speeds of 10 to 20 msec per division for insertional, spontaneous, and voluntary activities.

Insertional and Spontaneous Activity

Normal Insertional and Spontaneous Activity

Brief bursts of electrical discharges accompany insertion and repositioning of a needle electrode into the muscle, slightly outlasting the movement of the needle. On average, insertional activity lasts for a few hundred milliseconds. It appears as a cluster of positive or negative repetitive high-frequency spikes, which make a crisp static sound over the loudspeaker.

At rest, muscle is silent, with no spontaneous activity except in the motor end-plate region, the site of neuromuscular junctions, which usually are located along a line crossing the center of the muscle belly. Table 32B.1 lists normal and abnormal insertional and spontaneous activities (Katirji et al., 2002). Two types of normal end-plate spontaneous activity occur together or independently: end-plate noise and end-plate spikes (Fig. 32B.11).

Abnormal Insertional and Spontaneous Activity

Fibrillation Potentials (imageSee Videos 35B.3 and 35B.4, available at www.expertconsult.com.)

Fibrillation potentials are spontaneous action potentials of denervated muscle fibers. They result from reduction of the resting membrane potential of the denervated fiber to the level at which it can fire spontaneously. Fibrillation potentials, triggered by spontaneous oscillations in the muscle fiber membrane potential, typically fire in a regular pattern at a rate of 1 to 30 Hz. The sound they produce on the loudspeaker is crisp and clicking, reminiscent of rain on a tin roof or the tick-tock of a clock. Fibrillation potentials have two types of waveforms: brief spikes and positive waves. Brief spikes usually are triphasic with initial positivity (Fig. 32B.12, A). They range from 1 to 5 msec in duration and 20 to 200 µV in amplitude when recorded with a concentric needle electrode. Brief-spike fibrillation potentials may be confused with physiological end-plate spikes but are distinguishable by their regular firing pattern and triphasic configuration with an initial positivity. Occasionally, placement of the needle electrode near the end-plate zone of a denervated muscle results in brief spikes, morphologically resembling end-plate spikes with an initial negativity. Positive waves have an initial positivity and subsequent slow negativity with a characteristic sawtooth appearance (see Fig. 32B.12, B). Making recordings near the damaged part of the muscle fiber (incapable of generating an action potential) accounts for the absence of a negative spike. Although usually seen together, positive sharp waves tend to precede brief spikes after nerve section, possibly because insertion of a needle in already irritable muscle membrane triggers the response.

Fibrillation potentials are the electrophysiological markers of muscle denervation. Based on their distribution, they are useful in localizing lesions to the anterior horn cells of the spinal cord, ventral root, plexus, or peripheral nerve. Insertional positive waves may appear within 2 weeks of acute denervation, but fibrillation potentials do not become full until approximately 3 weeks after axonal loss. Because of this latent period, their absence does not exclude recent denervation. In addition, late in the course of denervation, muscle fibers that are reinnervated, fibrotic, or severely atrophied show no fibrillation potentials. A numerical grading system (from 0 to 4) is the standard to semiquantitate fibrillation potentials. Their density is a rough estimate of the extent of denervated muscle fibers: 0, no fibrillations; +1, persistent single trains of potentials (less than 2 seconds) in at least two areas; +2, moderate number of potentials in three or more areas; +3, many potentials in all areas; +4, abundant spontaneous potentials nearly filling the oscilloscope.

Fibrillation potentials also occur in necrotizing myopathies such as the inflammatory myopathies and muscular dystrophies. The probable causes are (1) segmental necrosis of muscle fiber together with its central section (region of myoneural junction), leading to effective denervation of its distant muscle fiber segments as they become physically separated from the neuromuscular junction; (2) reduction of the resting membrane potential of partially damaged fibers to the level that allows spontaneous discharges to occur; and (3) damage to the terminal intramuscular motor axons, presumably by the inflammatory process, resulting in muscle fiber denervation. In disorders of the neuromuscular junction such as myasthenia gravis and botulism, fibrillation potentials are rare; when present, the explanation is a prolonged neuromuscular transmission blockade resulting in effective denervation of muscle fibers.

Myotonic Discharges (imageSee Video 35B.6, available at www.expertconsult.com.)

Myotonic discharge, a special type of abnormal insertional activity, appears either as a sustained run of sharp positive waves, each followed by a slow negative component of longer duration, or as a sustained run of negative spikes with a small initial positivity (see Fig. 32B.12, C). Myotonic discharges are recurring single-fiber potentials showing, as with fibrillation potentials, two types of waveforms depending on the spatial relationship between the recording surface of the needle electrode and the discharging muscle fibers. Needle insertion injuring muscle membranes usually initiates positive waves, whereas the negative spikes, resembling the brief spike form of fibrillation potentials, tend to occur at the beginning of slight volitional contraction. Both positive waves and negative spikes typically wax and wane in amplitude over the range of 10 µV to 1 mV, varying inversely to the rate of firing. Their frequency ranges from 20 to 150 Hz and gives rise to a characteristic noise over the loudspeaker, simulating an accelerating or decelerating motorcycle or chainsaw.

Myotonic discharges may occur with or without clinical myotonia in the myotonic dystrophies (types I and II), myotonia congenita, myotonia fluctuans, and paramyotonia congenita. They also may accompany other myopathies such as acid maltase deficiency, colchicine myopathy, myotubular myopathy, and hyperkalemic periodic paralysis.

Myokymic Discharges (imageSee Video 35B.7, available at www.expertconsult.com.)

Myokymia results from complex bursts of grouped repetitive discharges in which motor units fire repetitively, usually with 2 to 10 spikes discharging at a mean of 30 to 40 Hz (see Fig. 32B.12, D). Each burst recurs at regular intervals of 1 to 5 seconds, giving the sound of marching soldiers on the loudspeaker. Clinically, myokymic discharges often give rise to sustained muscle contractions, which have an undulating appearance beneath the skin (“bag of worms”). The origin of myokymic discharges probably is ectopic, in motor nerve fibers, and amplified by increased axonal excitability, such as after hyperventilation-induced hypocapnia.

Myokymic discharges in facial muscles are associated with brainstem glioma, multiple sclerosis, or Guillain-Barré syndrome. In limb muscles, myokymia may be focal, as with radiation plexopathies and carpal tunnel syndrome, or diffuse, as with Guillain-Barré syndrome, chronic inflammatory demyelinating polyneuropathy, gold intoxication, or Isaac syndrome.

Complex Repetitive Discharges (imageSee Video 35B.8, available at www.expertconsult.com.)

A complex repetitive discharge results from the nearly synchronous firing of a group of muscle fibers. One fiber in the complex serves as a pacemaker, driving one or several other fibers ephaptically so that the individual spikes in the complex fire in the same order in which the discharge recurs. One of the late-activated fibers reexcites the principal pacemaker to repeat the cycle. The entire sequence recurs at slow or fast rates, usually in the range of 5 to 100 Hz. The discharge ranges from 50 µV to 1 mV in amplitude and up to 50 to 1000 msec in duration. The complex waveform contains several distinct spikes and remains uniform from one discharge to another (see Fig. 32B.12, E). These discharges typically begin abruptly, maintain a constant rate of firing for a short period, and cease as abruptly as they started when the chain reaction eventually blocks. They produce a noise on the loudspeaker that mimics the sound of a machine or a motorcycle.

Complex repetitive discharges are abnormal discharges but are less specific than other spontaneous discharges. They occur most often in myopathies but also occur in some neuropathic disorders such as radiculopathies. They most commonly accompany chronic conditions but are occasionally observed in subacute disorders. They also may occur in the iliacus or cervical paraspinal muscles of apparently healthy persons, probably implying a clinically silent neuropathic process.

Neuromyotonic Discharges (imageSee Video 35B.9, available at www.expertconsult.com.)

Neuromyotonic discharges are extremely rare discharges in which muscle fibers fire repetitively with a high intraburst frequency (40 to 350 Hz), either continuously or in recurring decrementing bursts, producing a pinging sound on the loudspeaker. The discharges are more prominent in distal than proximal muscles, probably implicating the terminal branches of motor axons as the site of generation (Maddison et al., 2006). Many cases of neuromyotonia are associated with the syndrome of continuous motor unit activity or acquired neuromyotonia, an autoimmune antibody-mediated peripheral nerve potassium channelopathy (Hart et al., 1997). Other conditions that may be associated with neuromyotonia include anticholinesterase poisoning, tetany, and chronic spinal muscular atrophies.

Voluntary Motor Unit Action Potentials

MUAP Morphology

MUAP is the extracellular electrode recording of a small portion of a motor unit. The inherent properties of the motor unit and the spatial relationships between the needle and individual muscle fibers dictate the waveform. Slight repositioning of the electrode changes the electrical profile of the same motor unit. Therefore, one motor unit can give rise to MUAPs of different morphology at different recording sites. The amplitude, duration, and number of phases characterize the MUAP waveform.

Duration (imageSee Videos 35B.11 to 35B.13, available at www.expertconsult.com.)

MUAP duration reflects the activity from most muscle fibers belonging to a motor unit, because potentials generated more than 1 mm away from the electrode contribute to the initial and terminal low-amplitude portions of the potential. The duration indicates the degree of synchrony among many individual muscle fibers with variable length, conduction velocity, and membrane excitability. A slight shift in needle position or rotation influences duration much less than amplitude. MUAP duration is a good index of the motor unit territory and is the parameter that best reflects the number of muscle fibers in a motor unit. The measure of duration is from the initial deflection away from baseline to the final return to baseline. It normally ranges from 5 to 15 msec, depending on the sampled muscle and the age of the subject.

Long-duration MUAPs often are of high amplitude and are the best indicators of reinnervation, as seen with LMN disorders, peripheral neuropathies, and radiculopathies. They occur with increased number or density of muscle fibers or a loss of synchrony of fiber firing within a motor unit. Short-duration MUAPs often are of low amplitude. They occur in disorders associated with loss of muscle fibers, as seen with necrotizing myopathies (Fig. 32B.13).

image

Fig. 32B.13 Motor unit action potentials (MUAPs) in health and disease.

(Reprinted with permission from Daube, J., 1991. Needle electromyography in clinical electromyography. Muscle Nerve 14, 685-700.)

Phases (imageSee Videos 32B.14 and 32B.15, available at www.expertconsult.com.)

A phase constitutes the portion of a waveform that departs from and returns to the baseline. The number of phases equals the number of negative and positive peaks extending to and from the baseline, or the number of baseline crossings plus one. Normal MUAPs have four phases or less. Approximately 5% to 15% of MUAPs, however, have five phases or more, and this may increase up to 25% in proximal muscles, such as the deltoid, gluteus maximus, and the iliacus. Increased polyphasia is an abnormal but nonspecific MUAP abnormality, since it occurs in both myopathic and neurogenic disorders. An increased number of polyphasic MUAPs suggests desynchronized discharge, loss of individual fibers within a motor unit, or temporal dispersion of muscle fiber potentials within a motor unit. Excessive temporal dispersion, in turn, results from differences in conduction time along the terminal branch of the nerve or over the muscle fiber membrane. In early reinnervation after severe denervation, the newly sprouting axons reinnervate only a few muscle fibers. Consequently, the MUAP also may be polyphasic, with short duration and low amplitude (“nascent” MUAP).

Some MUAPs have a serrated pattern characterized by several turns or directional changes without crossing the baseline. This also indicates desynchronization among discharging muscle fibers. Satellite potential (linked potential or parasite potential) is a late spike of MUAP, which is distinct but time-locked with the main potential. It implicates early reinnervation of muscle fibers by newly formed collateral sprouts that usually are long, small, thinly myelinated, and slowly conducting. As the sprout matures, the thickness of its myelin increases and its conduction velocity increases. Hence, the satellite potential fires more closely to the main potential and may ultimately become an additional phase or serration within the main complex.

MUAP Firing Patterns

(imageSee Videos 32B.17 and 32B.18, available at www.expertconsult.com.)

During constant contraction in a healthy person, initially only one or two motor units activate semirhythmically. The motor units activated early are primarily those with small type I muscle fibers. Large type II units participate later during strong voluntary contraction. Greater muscle force brings about not only recruitment of previously inactive units but also more rapid firing of already active units, with both mechanisms operating simultaneously (Erim et al., 1996).

Recruitment frequency is a measure of motor unit discharge, defined as the firing frequency (rate) at the time of recruiting an additional unit. In normal muscles, mild contraction induces isolated discharges at a rate of 5 to 10 Hz. This rate depends on the sampled muscle and the types of motor units studied. The reported ranges for healthy people and those with neuromuscular disorders overlap. Recruitment ratio is the average firing rate divided by the number of active units. This ratio normally should not exceed 5 : 1, for example, with three units each firing less than 15 Hz. Typically, when the firing frequency of the first MUAP reaches 10 Hz, a second MUAP should begin to fire; by 15 Hz, a third unit should fire, and so forth. A ratio of 10, with two units firing at 20 Hz each, indicates a loss of motor units. When motor unit loss is severe, intact residual motor units can increase their firing rate to a maximum of 30 to 50 Hz in most human skeletal muscles.

Activation is the central control of motor units that allows an increase in firing rate and force. Failure of descending impulses also limits recruitment, although here the excited motor units discharge more slowly than expected for normal maximal contraction. Thus, a slow rate of discharge (poor activation) in an upper motor neuron (UMN) disorder (such as stroke or myelopathy) or in volitional lack of effort (such as with pain, hysterical paralysis, or malingering) stands in sharp contrast to a fast rate of discharge in a LMN weakness (decreased recruitment). With greater contraction, many motor units begin to fire rapidly, making recognition of individual MUAPs difficult—hence the name interference pattern. Several factors influence the spike density and average amplitude of the summated response. These include descending input from the cortex, number of motor neurons capable of discharging, firing frequency of each motor unit, waveform of individual potentials, and phase cancellation. The causes of an incomplete interference pattern are poor activation and reduced recruitment. Methods to assess recruitment during maximum contraction include examination of the interference pattern or, during moderate levels of contraction, estimation of the number of MUAPs firing for the level of activation. Evaluating maximal contraction is most valuable in excluding mild degrees of decreased recruitment. In the extreme case when only few motor units fire rapidly, a picket fence–like interference pattern results.

In myopathy, low-amplitude, short-duration MUAPs produce a smaller force per motor unit than normal MUAPs. The instantaneous recruitment of many units is required to support a slight voluntary effort in patients with moderate to severe weakness (early recruitment). With early recruitment, a full interference pattern is attained at less than maximal contraction, but its amplitude is low because fiber density is below normal in individual motor units. In advanced myopathies with severe muscle weakness, loss of muscle fibers is so extensive that entire motor units effectively disappear, resulting in a decreased recruitment and an incomplete interference pattern, mimicking the recruitment pattern of a neurogenic disorder.

Electrodiagnosis by Needle Electromyography

Lower Motor Neuron Disorders

The first needle EMG change occurring after an acute LMN insult is an abnormal recruitment pattern. Recruitment frequency and ratio increase in lower motor neuron lesions, because fewer motor units fire for a given strength of contraction. Furthermore, the interference pattern with maximal contraction decreases.

Insertional activity increases after the first week, and insertional positive waves may appear within 2 weeks after acute denervation. Spontaneous fibrillation potentials become apparent in all abnormal muscles after 3 weeks, however. Fasciculation potentials accompany electrical denervation changes in diseases of the anterior horn cells, roots, and peripheral nerves but do not have pathological significance when they appear alone. Limb myokymic discharges occur, usually with entrapments, radiation plexopathy, or Guillain-Barré syndrome. Complex repetitive discharges denote a chronic myopathy or radiculopathy, although they may occur with other LMN disorders, as well as in subacute disorders.

MUAPs are normal in morphology in the acute phase of denervation, but signs of reinnervation become apparent as early as 1 month later. Reinnervation causes first an increased number of MUAP turns and phases and later increased MUAP amplitude and duration. Amplitude generally reflects fiber density, whereas duration reflects motor unit territory. The expected MUAP from LMN lesions is a long-duration, high-amplitude, and polyphasic unit (Fig. 32B.15; see also Fig. 32B.13). The exception is in early reinnervation in which motor units acquire few muscle fibers, resulting in brief, small, polyphasic MUAPs (“nascent” MUAPs), mimicking a myopathic process.

Radiculopathies

Needle EMG is the most sensitive and specific electrodiagnostic test for identifying cervical and lumbosacral radiculopathies, particularly those associated with axon loss. Needle EMG is useful for accurate localization of the level of the root lesion. Finding signs of denervation (fibrillation potentials, decreased recruitment, and long-duration, high-amplitude polyphasic MUAPs) in a segmental myotomal distribution (i.e., in muscles innervated by the same roots via more than one peripheral nerve), with or without denervation of the paraspinal muscles, localizes the LMN lesion to the root level (Wilbourn and Aminoff, 1998). In radiculopathies associated with axonal loss of proximal sensory fibers, the distal sensory axons do not degenerate, because the unipolar neurons of dorsal root ganglia and their distal axons usually escape injury. Hence, a normal SNAP of the corresponding dermatome ensures that the root lesion is within the spinal canal (i.e., proximal to the dorsal root ganglia). For example, in an L5 radiculopathy, the tibialis anterior (peroneal nerve) and tibialis posterior (tibial nerve) muscles often are abnormal on needle EMG, as may be those from the lumbar paraspinal muscles, but the superficial peroneal SNAP usually is normal.

Mononeuropathies

Needle EMG is most useful in mononeuropathies caused by pure axonal loss and examined after the completion of wallerian degeneration. These lesions are not localizable by NCS because they are not associated with focal conduction slowing or conduction block, as seen with demyelinating mononeuropathies. NCS in axon-loss lesions often show low-amplitude or absent CMAPs and SNAPs following stimulations at distal and proximal sites, while distal latencies and conduction velocities are normal or slightly slowed.

The principle of localizing an axon-loss mononeuropathy by needle EMG is similar to manual muscle strength testing on clinical examination. Typically, the needle EMG reveals neurogenic changes (fibrillation potentials, reduced MUAP recruitment, and chronic neurogenic MUAP morphology changes) that are limited to muscles innervated by the involved nerve and located distal to the site of the lesion. Localization of axon-loss peripheral nerve lesions by needle EMG is suboptimal, however, because some nerves have very long segments from which no motor branches arise, such as the median and ulnar nerves in the arm or the common peroneal nerve in the thigh. In addition, needle EMG may falsely localize a partial nerve lesion more distally along the affected nerve because of fascicular involvement of nerve fibers or effective reinnervation of proximally situated muscles (Wilbourn, 2002). An example is sparing of ulnar muscles in the forearm (flexor carpi ulnaris and ulnar part of flexor digitorum profundus) following an axon-loss ulnar nerve lesion at the elbow.

Needle EMG is particularly useful in assessing the progress of reinnervation occurring spontaneously or after nerve repair. MUAP recruitment and morphology help assess the process of muscle fiber reinnervation that occurs with proximodistal regeneration of nerve fibers from the site of the injury or collateral sprouting. Early proximodistal regeneration of nerve fibers in severe axon-loss lesions often manifests as brief, small, polyphasic (nascent) MUAPs. Collateral sprouting causes an increased number of MUAP turns and phases, followed by an increased duration and amplitude of MUAPs (Katirji, 2006).

Anterior Horn Cell Disorders

Needle EMG is the most important electrodiagnostic study to provide evidence of diffuse lower motor neuron degeneration in patients with motor neuron disease. The needle EMG often shows signs of active denervation (fibrillation potentials), active reinnervation (long-duration, high-amplitude polyphasic MUAPs and unstable MUAPs), and loss of motor units (reduced MUAP recruitment).

One disadvantage of needle EMG in motor neuron disease is that it evaluates only LMN degeneration; UMN degeneration requires clinical assessment. Therefore, clinical evaluation is the basis for diagnosing amyotrophic lateral sclerosis (ALS), with the electrodiagnostic studies playing a supporting role. The reasons to perform such studies in patients with suspected ALS are to (1) confirm LMN dysfunction in clinically affected regions, (2) detect evidence of LMN dysfunction in clinically uninvolved regions, and (3) exclude other pathophysiological processes such as multifocal motor neuropathy or chronic myopathy (Chad, 2002).

Although LMN degeneration in ALS may ultimately affect the entire neuraxis (brainstem and cervical, thoracic, and lumbosacral segments of spinal cord), participation in clinical trials requires early diagnosis. Lambert’s initial criteria of fibrillation and fasciculation potentials detected in muscles of the legs and arms or in the limbs and the head were stringent. These criteria evolved into active and chronic denervation detected in at least three extremities or two extremities and cranial muscles (with the head and neck considered an extremity). The revised El Escorial criteria recommended that needle EMG signs of LMN degeneration be present in at least two of the four central nervous system regions (i.e., the brainstem, cervical, thoracic, and lumbosacral regions) (Brooks et al., 2000). Though rigid requirement of signs of chronic denervation and reinnervation as well as active denervation in the form of fibrillation potentials had been useful, recent consensus recommends including fasciculation potentials when seen in a muscle with chronic neurogenic changes as evidence equivalent in importance to the presence of fibrillation potentials (de Carvalho et al., 2008).

In patients with suspected motor neuron disease, NCS are useful mostly in excluding other neuromuscular diagnoses such as polyneuropathies. Sensory NCS findings usually are normal in anterior horn cell disorders, whereas motor NCS show normal results or low CMAP amplitudes consistent with LMN loss. Motor nerve conduction velocities are normal or slightly slowed but never below 70% of the lower limits of normal. Furthermore, the NCS do not show other demyelinating features such as conduction blocks, characteristic of multifocal motor neuropathy, a treatable disorder that may mimic LMN disease.

Myopathic Disorders

Insertional activity usually is normal except in the late stage of muscular dystrophies, when it is reduced secondary to atrophy and fibrosis. Fibrillation potentials usually are absent, except in necrotizing myopathies such as inflammatory myopathies and muscular dystrophies (see Fibrillation Potentials). Random loss of fibers from the motor unit leads to a reduction of MUAP amplitude and duration (see Fig. 32B.13). Regeneration of muscle fibers sometimes gives rise to long-duration spikes and satellite potentials. Early recruitment is the rule because of the need for more motor units to maintain a given force in compensation for the small size of individual units (see Fig. 32B.15).

A disadvantage of the electrodiagnostic study of myopathies is that the needle EMG findings are not always specific enough to make a final diagnosis (Table 32B.2). Exceptions include conditions associated with (1) myotonia, such as the myotonic dystrophies, myotonia congenita, paramyotonia congenita, hyperkalemic periodic paralysis, acid maltase deficiency, and some toxic myopathies (such as from colchicine), and (2) fibrillation potentials, which occur in necrotizing myopathies such as inflammatory myopathies and progressive muscular dystrophies (such as Becker and Duchenne muscular dystrophies). Another disadvantage of the needle EMG is that findings either are normal or include subtle abnormalities in some myopathies, such as the metabolic and endocrine myopathies (Lacomis, 2002). Therefore, normal findings on the needle EMG do not exclude a myopathy.

In polymyositis and dermatomyositis, it is essential to recognize the changing pattern on the needle EMG at diagnosis, after treatment, and during relapse. Fibrillation potentials appear first at diagnosis or relapse and disappear early during remission. Abnormal MUAP morphology becomes evident later and takes longer to resolve. The presence of fibrillation potentials also is helpful in distinguishing exacerbation of myositis from a corticosteroid-induced myopathy (Wilbourn, 1993).

Specialized Electrodiagnostic Studies

F Wave

A supramaximal stimulus applied at any point along the course of a motor nerve elicits a small, late, motor response (F wave) after the CMAP (M response). The F wave derives its name from foot—the first recording was from the intrinsic foot muscles. The nerve action potential initiated during a motor nerve conduction study travels in two directions: distally (orthodromically) to depolarize the muscle and generate a CMAP, and proximally (antidromically), toward the spinal cord, to trigger an F wave. The long-latency F wave is a very small CMAP that results from backfiring of antidromically activated anterior horn cells, averaging 5% to 10% of the motor neuron pool. The F wave’s afferent and efferent loops are the motor neuron, with no intervening synapse (Fisher, 2002). The F wave varies in latency, morphology, and amplitude with each stimulus because a different population of anterior horn cells backfires. Therefore, an adequate study requires that about 10 F waves be clearly identified (Fig. 32B.16, A). Moving the stimulator proximally decreases the F wave latency because the action potential travels a shorter distance.

The F-wave minimal latency, measured from the stimulus artifact to the beginning of the evoked potential, is the most reliable and useful measurement and represents conduction of the largest and fastest motor fibers. The minimal F-wave latency depends on the length of the nerve studied (see Fig. 32B.16, B). The most sensitive criterion of abnormality in a unilateral disorder affecting a single nerve is a minimum latency difference between the two sides or between two nerves in the same limb. Absolute latencies are useful only for sequential reassessment of the same nerve.

F-wave persistence is a measure of the number of F waves obtained for the number of supramaximal stimulations and usually is greater than 50%, except with stimulation of the peroneal nerve during recording in the EDB. The F-wave conduction velocity provides a better comparison between proximal and distal (forearm or leg) segments. F-wave chronodispersion reflects the degree of scatter among consecutive F waves and can be determined by calculating the difference between the minimal and maximal F wave latencies; this measure indicates the range of motor conduction velocities in the nerve.

Prolonged F-wave minimal latencies occur in most polyneuropathies, particularly the demyelinating type. In the early phases of Guillain-Barré syndrome, findings on routine motor nerve studies may be normal except for prolonged or absent F responses, which imply proximal demyelination (Al-Shekhlee et al., 2005; Gordon and Wilbourn, 2001). F-wave latencies in radiculopathies have limited use. They may be normal despite partial motor axonal loss, and most muscles have multiple root innervations (Wilbourn and Aminoff, 1998).

A Wave

The A wave (axonal wave) is a potential seen occasionally during recording of F waves at supramaximal stimulation. The A wave follows the CMAP and often precedes, but occasionally follows, the F wave. The A wave may be seen in asymptomatic persons during studies of the tibial nerve. It may be mistaken for an F wave, but its constant latency and morphology differentiate it from the highly variable morphology and latency of the F wave (see Fig. 32B.16, B). A waves sometimes are seen in axon-loss polyneuropathies, motor neuron disease, and radiculopathies, whereas multiple or complex A waves often are associated with acquired or inherited demyelinating polyneuropathies. The exact pathway of the A wave is unknown; the constant morphology and latency of the A wave are best explained by the fixed point of a collateral reinnervating sprout or an ephapse between two axons.

H Reflex

The H reflex, named after Hoffmann for his original description, is an electrical counterpart of the stretch reflex elicited by a mechanical tap to the tendon. The group 1A sensory fibers and alpha motor neurons form the respective afferent and efferent arcs of this predominantly monosynaptic reflex. The H reflex and the F wave can be distinguished by increasing stimulus intensity. The H reflex is best elicited by a long-duration stimulus, submaximal to produce an M response (Fig. 32B.17), whereas the F wave requires supramaximal stimulus intensity. In contrast with the F wave, which can be elicited from any limb muscle, the H reflex from stimulating the tibial nerve while recording the soleus muscle (S1 arc reflex) is the most reproducible and commonly used in clinical practice. Absent H reflexes are very common although not specific in the early phases of Guillain-Barré syndrome (Al-Shekhlee et al., 2005; Gordon and Wilbourn, 2001) and in peripheral polyneuropathy. An asymmetrically absent or side-to-side latency difference greater than 1.5 msec or amplitude difference of more than 50% is common in S1 radiculopathy (Nishida et al., 1996).

Blink Reflex

The blink reflex generally evaluates the trigeminal and facial nerves and their connections in the pons and medulla. It has an afferent limb mediated by sensory fibers of the supraorbital branch of the ophthalmic division of the trigeminal nerve and an efferent limb mediated by motor fibers of the facial nerve.

With two-channel recording, the blink reflex has two components: an early R1 and a late R2 response. The R1 response is present only ipsilateral to the stimulation and usually is a simple triphasic waveform with a disynaptic pathway between the main trigeminal sensory nucleus in the midpons and the ipsilateral facial nucleus in the lower pontine tegmentum. The R2 response is a complex waveform and is the electrical counterpart of the corneal reflex. It typically is present bilaterally, with an oligosynaptic pathway between the nucleus of the trigeminal spinal tract in the ipsilateral pons and medulla, and interneurons forming connections to the ipsilateral and contralateral facial nuclei.

The blink reflex is most useful in evaluating unilateral lesions such as facial palsy, trigeminal neuropathy, or a pontine or medullary lesion. With a facial nerve lesion, the R1 and R2 potentials are absent or delayed with supraorbital stimulation ipsilateral to the lesion, whereas the R2 response on the contralateral side is normal. With a trigeminal nerve lesion, the ipsilateral R1 and R2 and contralateral R2 are absent or delayed, whereas all responses are normal with contralateral stimulation. With a midpontine lesion involving the main sensory trigeminal nucleus or the pontine interneurons to the ipsilateral facial nerve nucleus, supraorbital stimulation on the side of the lesion results in an absent or delayed R1 but an intact ipsilateral and contralateral R2. Finally, with a medullary lesion involving the spinal tract and trigeminal nucleus or the medullary interneurons to the ipsilateral facial nerve nucleus, supraorbital stimulation on the affected side results in a normal R1 and contralateral R2 but an absent or delayed ipsilateral R2. In demyelinating polyneuropathies such as Guillain-Barré syndrome or type 1 Charcot-Marie-Tooth disease, a marked delay of all blink responses may occur, reflecting slowing of motor fibers or sensory fibers or both.

Repetitive Nerve Stimulation

Principles

Repetitive stimulation of motor or mixed nerves is performed to evaluate patients with suspected neuromuscular junction disorders, including myasthenia gravis, Lambert-Eaton myasthenic syndrome, botulism, and congenital myasthenic syndromes. The design and plans for repetitive nerve stimulation (RNS) depend on physiological factors inherent in the neuromuscular junction that dictate the type and frequency of stimulations used in the diagnosis of neuromuscular junction disorders. The CMAP obtained during routine NCS represents the summation of all muscle fiber action potentials generated in a muscle after supramaximal stimulation of all motor axons while recording via surface electrode placed over the belly of a muscle.

image A quantum is the amount of acetylcholine in a single vesicle, which is approximately 5000 to 10,000 acetylcholine molecules. Each quantum (vesicle) released results in a 1-mV change of postsynaptic membrane potential. This occurs spontaneously during rest and forms the basis of the miniature end-plate potential.

image The number of quanta released after a nerve action potential depends on the number of quanta in the immediately available (i.e., primary) store and the probability of release: m = p × n, where m = the number of quanta released during each stimulation, p = the probability of release (effectively proportional to the concentration of calcium and typically about 0.2, or 20%), and n = the number of quanta in the immediately available store. In normal conditions, a single nerve action potential triggers the release of 50 to 300 vesicles (quanta), with an average equivalent to about 60 quanta (60 vesicles). In addition to the immediately available store of acetylcholine located beneath the presynaptic nerve terminal membrane, a secondary (or mobilization) store starts to replenish the immediately available store after 1 to 2 seconds of repetitive nerve action potentials. A large tertiary (or reserve) store also is available in the axon and cell body.

image The end-plate potential is the potential generated at the postsynaptic membrane after a nerve action potential. Because each vesicle released causes a 1-mV change in the postsynaptic membrane potential, this results in an approximately 60-mV change in the amplitude of the membrane potential.

image In normal conditions, the number of quanta (vesicles) released at the neuromuscular junction by the presynaptic terminal far exceeds the postsynaptic membrane potential change necessary to reach the threshold needed to generate a postsynaptic muscle action potential. This is the basis of the safety factor, which results in an end-plate potential that is always above threshold and able to generate a muscle fiber action potential. In addition to quantal release, other factors that contribute to the safety factor and the end-plate potential include acetylcholine receptor conduction properties, acetylcholine receptor density, and acetylcholinesterase activity (Boonyapisit et al., 1999).

image Voltage-gated calcium channels open after depolarization of the presynaptic terminal, leading to calcium influx. Through a calcium-dependent intracellular cascade, vesicles dock into active release zones, releasing acetylcholine molecules. Calcium then diffuses slowly out of the presynaptic terminal in 100 to 200 msec. The rate at which motor nerves are repetitively stimulated dictates whether or not calcium accumulation plays a role in enhancing the release of acetylcholine. At slow rate of RNS (i.e., a stimulus every 200 msec or more; or a stimulation rate less than 5 Hz), the calcium role in acetylcholine release is not increased, and subsequent nerve action potentials reach the nerve terminal long after calcium has dispersed. By contrast, with rapid RNS (i.e., a stimulus every 100 msec or less; a stimulation rate greater than 10 Hz), calcium influx is greatly increased, and the probability of release of acetylcholine quanta increases.

Slow Repetitive Nerve Stimulation

The application of three to five supramaximal stimuli to a mixed or motor nerve at a rate of 2 to 3 Hz is the technique of slow RNS. This rate is low enough to prevent calcium accumulation but high enough to deplete the quanta in the immediately available store before the mobilization store starts to replenish it. Three to five stimuli are adequate for the maximal release of acetylcholine.

Calculation of the decrement with slow RNS entails comparing the baseline CMAP amplitude with the lowest CMAP amplitude (usually the third or fourth). The CMAP decrement is expressed as a percentage and calculated as follows:

image

In normal conditions, slow RNS does not cause a CMAP decrement. Although the second through fifth end-plate potentials fall in amplitude, they remain above threshold (because of the normal safety factor) and ensure muscle fiber action potential generation after each stimulation. In addition, the secondary store begins to replace the depleted quanta after the first few seconds, with a subsequent rise in the end-plate potential. Therefore, all muscle fibers generate muscle fiber action potentials, and the CMAP does not change in size. In postsynaptic neuromuscular junction disorders (such as myasthenia gravis), the safety factor is reduced because fewer acetylcholine receptors are available. Therefore, the baseline end-plate potential reduces but usually is still above threshold. Slow RNS results in a decrease in end-plate potential amplitudes at many neuromuscular junctions. As end-plate potentials decline below the threshold, the number of muscle fiber action potentials produced declines, leading to a CMAP decrement (Fig. 32B.18). In presynaptic neuromuscular junction disorders (such as Lambert-Eaton myasthenic syndrome), the baseline end-plate potential is low, with many end-plates not reaching threshold. Therefore, many muscle fibers do not fire, resulting in low baseline CMAP amplitude (Table 32B.3). With slow RNS, further CMAP decrement occurs, caused by the further decline of acetylcholine release with the subsequent stimuli, resulting in further loss of many end-plate potentials and muscle fiber action potentials (Katirji and Kaminski, 2002).

image

Fig. 32B.18 Slow (2-Hz) repetitive nerve stimulation in a healthy control subject (A) and in a patient with generalized myasthenia gravis (B) showing compound muscle action potential decrement.

(Reprinted with permission from Katirji, B., 2007. Electromyography in Clinical Practice: a Case Study Approach. Mosby, St. Louis.)

In patients with suspected myasthenia gravis, the diagnostic yield of slow RNS increases if the following recommendations are applied:

1. Obtain slow RNS at rest and after exercise. If a reproducible CMAP decrement (less than 10%) appears at rest, slow RNS should be repeated after the patient exercises for 10 seconds to demonstrate repair of the decrement (posttetanic facilitation). If no or equivocal (less than 10%) decrement occurs at rest, the patient should perform maximal voluntary exercise for 1 minute. Then, repeat slow RNS every 30 seconds afterward and for 3 to 5 minutes after exercise. Because the amount of acetylcholine released with each stimulus is at its minimum 2 to 5 minutes after exercise, slow RNS after exercise increases the chance of detecting a defect of neuromuscular transmission at the neuromuscular junction by demonstrating a worsening CMAP decrement (postexercise exhaustion).

2. Record from clinically weakened muscles. Most commonly used and technically feasible nerves for slow RNS are the median, ulnar, and spinal accessory nerves. The diagnostic sensitivity is clearly higher for slow RNS recording in proximal muscles than in distal muscles. Facial nerve repetitive stimulation is indicated in patients with oculobulbar weakness (Zinman et al., 2006), but this study is technically difficult and sometimes associated with a large stimulation artifact that renders waveform interpretation subject to error.

3. Warm the extremity studied (skin temperature should be above 32°C). This precaution decreases false-negative results, because cooling improves neuromuscular transmission and may mask the decrement.

4. Discontinue cholinesterase inhibitors for 12 to 24 hours (if clinically possible). This measure also decreases the false-negative rate with slow RNS.

Rapid Repetitive Nerve Stimulation

Rapid RNS is most useful in patients with suspected presynaptic neuromuscular junction disorders such as Lambert-Eaton myasthenic syndrome or botulism. The optimal frequency is 20 to 50 Hz for 2 to 10 seconds. A typical rapid RNS applies 200 stimuli at a rate of 50 Hz (i.e., 50 Hz for 4 seconds). Calculation of CMAP increment after rapid RNS is as follows:

image

A brief (10-second) period of maximal voluntary isometric exercise is much less painful and has the same effect as that of rapid RNS at 20 to 50 Hz. Application of a single supramaximal stimulus generates a baseline CMAP. Then the patient performs a 10-second maximal isometric voluntary contraction, followed by another stimulus that produces the postexercise CMAP.

With rapid RNS or postexercise CMAP evaluation, two competing forces act on the nerve terminal. First, stimulation tends to deplete the pool of readily available synaptic vesicles. This depletion reduces transmitter release by reducing the number of vesicles released in response to a nerve terminal action potential. Second, calcium accumulates in the nerve terminal, thereby increasing the probability of synaptic vesicle release. In a normal nerve terminal, the effect of depletion of readily available synaptic vesicles predominates, so that with rapid RNS, the number of vesicles released decreases. The end-plate potential does not fall below threshold, however, because of the safety factor. Therefore, the supramaximal stimulus generates action potentials in all muscle fibers, and no CMAP decrement occurs. In fact, rapid RNS or brief (10-second) exercise in normal subjects often leads to a slight physiological increment of the CMAP that does not exceed 40% to 50% of the baseline CMAP. The probable cause is increased synchrony of muscle fiber action potentials after tetanic stimulation (posttetanic pseudofacilitation).

In a presynaptic disorder such as Lambert-Eaton myasthenic syndrome, very few vesicles release, and many muscle fibers do not reach threshold, resulting in low baseline CMAP amplitude. With rapid RNS, the calcium concentrations in the nerve terminal increases high enough to enhance release of a sufficient number of synaptic vesicles to result in a larger end-plate potential that crosses threshold and is capable of action potential generation. This leads to many muscle fibers firing and results in a CMAP increment (see Table 32B.3). The increment often is higher than 200% in Lambert-Eaton myasthenic syndrome (Fig. 32B.19), with 10-second postexercise facilitation achieving the highest diagnostic sensitivity (Hatanaka and Oh, 2008). Patients with botulism have a less pronounced increment, ranging from 40% to 200%, due to the more severe neuromuscular blockade (Witoonpanich R et al., 2009). In a postsynaptic disorder such as myasthenia gravis, rapid RNS causes no change of CMAP, because the depleted stores are compensated by calcium influx. In severe postsynaptic blockade (such as during myasthenic crisis), the increased quantal release cannot compensate for the marked neuromuscular block, resulting in a drop in end-plate potential amplitude. Therefore, fewer end-plates reach threshold, and fewer muscle fiber action potentials are generated, resulting in CMAP decrement.

Single-Fiber Electromyography

The technical requirements for performing single-fiber EMG are as follows. First, a concentric single fiber needle electrode allows the recording of single muscle fiber action potentials. The small side port on the cannula of the needle serves as the pickup area. A single fiber needle electrode records from a circle of 300-mm radius, as compared with the l-mm radius of a conventional concentric EMG needle. Recent studies have shown no difference in sensitivity or specificity between the reusable single fiber and disposable concentric-needle electrodes (Sarrigiannis et al., 2006; Stålberg and Sanders, 2009). Second, the amplifier must have an impedance of 100 megohms or greater to counter the high electrical impedance of the small leadoff surface, the gain is set higher for single-fiber EMG recordings than for conventional EMG, the sweep speed is faster, and the filter should have a 500-Hz low frequency to attenuate signals from distant fibers. Third, an amplitude threshold trigger allows recording from a single muscle fiber, and a delay line permits viewing of the entire waveform even though the single-fiber potential triggers the sweep. Fourth, computerized equipment assists in data acquisition, analysis, and calculation.

Voluntary (recruitment) single-fiber EMG is a common method for activating muscle fibers. A mild voluntary contraction produces a biphasic potential with duration of approximately 1 msec and amplitudes that vary with the recording site. Single-fiber potentials suitable for study must have peak-to-peak amplitude greater than 200 µV, rise time less than 300 µsec, and a constant waveform. Rotate, advance, and retract the needle until a potential records meeting these criteria. Stimulation single-fiber EMG is a newer technique performed by inserting another monopolar needle electrode near the intramuscular nerve twigs and stimulating through it at a low current and constant rate. This method does not require patient participation and is therefore useful in children or on uncooperative or comatose patients. Single-fiber EMG is useful in assessing fiber density or in jitter analysis (see later discussion).

Jitter

Jitter is the variability of the time interval between two muscle fiber action potentials (a muscle pair) innervated by the same motor unit. It is the variability of the interpotential intervals between repetitively firing paired single fiber potentials (Stålberg and Trontelj, 1997) (Fig. 32B.20). Neuromuscular jitter can be determined by using a commercially available computer program. The program calculates the mean value of consecutive interval differences over a number of 50 to 100 discharges, as follows:

image

MCD is the mean consecutive difference, IPI 1 is the interpotential interval of the first discharge, IPI 2 of the second discharge, and so on, and N is the number of discharges recorded.

Neuromuscular blocking is the intermittent failure of transmission of one of the two muscle fiber potentials. This reflects failure of one of the muscle fibers to transmit an action potential, owing to failure of the end-plate potential to reach threshold. Blocking is the extreme abnormality of the jitter, measured as the percentage of discharges of a motor unit in which a single-fiber potential does not fire. For example, in 100 discharges of the pair, if a single potential is missing 30 times, the blocking is 30%. In general, blocking occurs when the jitter values are significantly abnormal.

The expression of the results of single-fiber EMG jitter studies is by the mean jitter of all potential pairs, the percentage of pairs with blocking, and the percentage of pairs with normal jitter. Because jitter may be abnormal in 1 of 20 recorded potentials in healthy subjects, the study is considered to indicate defective neuromuscular transmission if the mean jitter value exceeds the upper limit of the normal jitter value for that muscle, if more than 10% of potential pairs (e.g., more than 2 of 20 pairs) exhibit jitter values above the upper limit of the normal jitter, or if any neuromuscular blocking is present.

Jitter analysis is highly sensitive but not specific. Although jitter often is abnormal in myasthenia gravis and other neuromuscular junction disorders, it also may be abnormal in a variety of neuromuscular disorders including motor neuron disease, peripheral neuropathies, and myopathies. Therefore, the diagnostic value of jitter must be considered in light of the patient’s clinical manifestations and other electrodiagnostic findings.

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