Muscle: the Primary Stabilizer and Mover of the Skeletal System
MUSCLE AS A SKELETAL STABILIZER: GENERATING AN APPROPRIATE AMOUNT OF FORCE AT A GIVEN LENGTH
Introduction to the Structural Organization of Skeletal Muscle
Muscle and Tendon: Generation of Force
Isometric Muscle Force: Development of the Internal Torque–Joint Angle Curve
MUSCLE AS A SKELETAL MOVER: FORCE MODULATION
Modulating Force through Concentric or Eccentric Activation: Introduction to the Force-Velocity Relationship of Muscle
INTRODUCTION TO ELECTROMYOGRAPHY
CAUSES OF MUSCLE FATIGUE IN HEALTHY PERSONS
CHANGES IN MUSCLE WITH STRENGTH TRAINING, REDUCED USE, AND ADVANCED AGE
• How muscle stabilizes bones by generating an appropriate amount of force at a given length. Muscles generate force passively (i.e., by a muscle’s resistance to stretch) and, to a much greater extent, actively (i.e., by active contraction).
• The ways in which muscle modulates or controls force so that bones move smoothly and forcefully. Normal movement is highly regulated and refined, regardless of the infinite environmental constraints imposed on a given task.
• The use of electromyography (EMG) in the study of kinesiology.
• Basic mechanisms of muscle fatigue.
• Adaptations of muscle in strength training, immobilization, and advanced age.
MUSCLE AS A SKELETAL STABILIZER: GENERATING AN APPROPRIATE AMOUNT OF FORCE AT A GIVEN LENGTH
Understanding the special role of muscle in generating stabilizing forces begins with an introduction of the muscle fiber: the basic structural unit of muscle. This topic is followed by discussion of how muscle morphology and muscle-tendon architecture affect the range of force transferred to bone. The function of muscle is explored with regard to how it produces passive tension from being elongated (or stretched) or active force as it is stimulated, or “activated,” by the nervous system. The relation between muscle force and length and how this influences the isometric torque generated about a joint are then examined. Box 3-1 is a summary of the major concepts addressed in this section.
Introduction to the Structural Organization of Skeletal Muscle
Whole muscles throughout the body, such as the biceps or quadriceps, consist of many individual muscle fibers, ranging in thickness from about 10 to 100 µm and in length from about 1 to 50 cm.109 The structural relationship between a muscle fiber and the muscle belly is shown in Figure 3-1. Each muscle fiber is actually an individual cell with multiple nuclei. Contraction or shortening of the individual muscle fiber is ultimately responsible for contraction of a whole muscle.
Extracellular connective tissues within muscle are divided into three sets: epimysium, perimysium, and endomysium. Figure 3-1 shows these tissues as they surround the various components of muscle—from the muscle belly to the very small active proteins. The epimysium is a tough structure that surrounds the entire surface of the muscle belly and separates it from other muscles. In essence, the epimysium gives form to the muscle belly. The epimysium contains tightly woven bundles of collagen fibers that are resistive to stretch. The perimysium lies beneath the epimysium and divides muscle into fascicles (i.e., groups of fibers) that provide a conduit for blood vessels and nerves. This connective tissue, like epimysium, is tough and relatively thick and resistive to stretch. The endomysium surrounds individual muscle fibers, immediately external to the sarcolemma (cell membrane). The endomysium marks the location of the metabolic exchange between muscle fibers and capillaries.95 This delicate tissue is composed of a relatively dense meshwork of collagen fibers that are partly connected to the perimysium. Through lateral connections from the muscle fiber, the endomysium conveys part of the muscle’s contractile force to the tendon.
Muscle fibers within a muscle may be of varying length, with some extending from tendon to tendon and others only a fraction of this distance. Extracellular connective tissues help interconnect individual muscle fibers and therefore help transmit contractile forces throughout the entire length of the muscle.65 Although the three sets of connective tissues are described as separate entities, they are interwoven as a continuous sheet of tissue. This arrangement confers strength, support, and elasticity to the whole muscle. Box 3-2 provides a summary of the functions of extracellular connective tissues within muscle.
Muscle Morphology
Muscle morphology describes the basic shape of a whole muscle. Muscles have many shapes, which influence their ultimate function (Figure 3-2). Two of the most common shapes are fusiform and pennate (from the Latin penna, meaning feather). Fusiform muscles, such as the biceps brachii, have fibers running parallel to one another and to the central tendon. Pennate muscles, in contrast, possess fibers that approach their central tendon obliquely. For reasons described in the next section, pennate muscles contain a larger number of fibers and therefore generate relatively large forces. Most muscles in the body are considered pennate and may be further classified as unipennate, bipennate, or multipennate, depending on the number of similarly angled sets of fibers that attach into the central tendon.
Muscle Architecture
Pennation angle refers to the angle of orientation between the muscle fibers and tendon (Figure 3-3). If muscle fibers attach parallel to the tendon, the pennation angle is defined as 0 degrees. In this case essentially all of the force generated by the muscle fibers is transmitted to the tendon and across a joint. If, however, the pennation angle is greater than 0 degrees (i.e., oblique to the tendon), then less of the force produced by the muscle fiber is transmitted longitudinally through the tendon. Theoretically, a muscle with a pennation angle of 0 degrees transmits 100% of its contractile force through the tendon, whereas the same muscle with a pennation angle of 30 degrees transmits 86% of its force through the tendon. (The cosine of 30 degrees is 0.86.) Most human muscles have pennation angles that range from 0 to 30 degrees.65
FIGURE 3-3. Unipennate muscle is shown with its muscle fibers oriented at a 30-degree pennation angle (θ).
In general, pennate muscles produce greater maximal force than fusiform muscles of similar volume. By orienting fibers obliquely to the central tendon, a pennate muscle can fit more fibers into a given length of muscle. This space-saving strategy provides pennate muscles with a relatively large physiologic cross-sectional area and hence a relatively large capability for generating high force. Consider, for example, the multipennate gastrocnemius muscle, which must generate very large forces during jumping. The reduced transfer of force from the pennate fiber to the tendon, because of the greater pennation angle, is small compared with the large force potential gained in physiologic cross-sectional area. As shown in Figure 3-3, a pennation angle of 30 degrees still enables the fibers to transfer 86% of their force through to the long axis of the tendon.
Muscle and Tendon: Generation of Force
On stimulation from the nervous system, the contractile (active) proteins within the sarcomeres cause a contraction or shortening of the entire muscle. These proteins—most notably actin and myosin—are physically supported by structural proteins, plus a network of other noncontractile extracellular connective tissues, namely, the epimysium, perimysium, endomysium. For functional rather than anatomic purposes, these noncontractile tissues have been described as parallel and series elastic components of muscle (Figure 3-4). Series elastic components are tissues that lie in series with the active proteins. Examples of these tissues are the tendon and large structural proteins, such as titin. The parallel elastic components, in contrast, are tissues that surround or lie in parallel with the active proteins. These noncontractile tissues include the extracellular connective tissues (such as the perimysium) and a family of other structural proteins that surround and support the muscle fiber.
When the parallel and series elastic components are stretched within a muscle, a generalized passive length-tension curve is generated (Figure 3-5). The curve is similar to that obtained by stretching a rubber band. Approximating the shape of an exponential mathematic function, the passive elements within the muscle begin generating passive tension after a critical length at which all of the relaxed (i.e., slack) tissue has been brought to an initial level of tension. After this critical length has been reached, tension progressively increases until the muscle reaches levels of very high stiffness. At even higher tension, the tissue eventually ruptures, or fails.
The passive tension in a stretched healthy muscle is attributed to the elastic forces produced by noncontractile elements, such as extracellular connective tissues, the tendon, and structural proteins. These tissues demonstrate different stiffness characteristics. When a muscle is only slightly or moderately stretched, structural proteins (in particular titin62) contribute most of the passive tension within the muscle. When a muscle is more extensively stretched, however, the extracellular connective tissues—especially those that compose the tendon—contribute much of the passive tension.68
Stretched muscle tissue exhibits the property of elasticity because it can temporarily store part of the energy that created the stretch. This stored energy, when released, can augment the overall force potential of a muscle. A stretched muscle also exhibits viscoelastic properties (see Chapter 1) because its passive resistance (stiffness) increases with increased velocity of stretch. Properties of both elasticity and viscoelasticity are important components of plyometric exercise.
Although the stored energy in a moderately stretched muscle may be relatively slight when compared with the full force potential of the muscle, it may help prevent a muscle from being damaged during maximal elongation.69 Elasticity therefore can serve as a damping mechanism that protects the structural components of the muscle and tendon.
ACTIVE LENGTH-TENSION CURVE
Muscle tissue is uniquely designed to generate force actively (i.e., volitionally) in response to a stimulus from the nervous system. This section of the chapter describes the means by which a muscle generates active force. Active force is produced by an activated muscle fiber, that is, one that is being stimulated by the nervous system to contract. As diagramed in Figure 3-4, both active force and passive tension are ultimately transmitted to the bones that constitute the joint.
Muscle fibers are composed of many tiny strands called myofibrils (see Figure 3-1). Myofibrils contain the contractile (active) proteins of the muscle fiber and have a distinctive structure. Each myofibril is 1 to 2 µm in diameter and consists of many myofilaments. The two most important myofilaments within the myofibril are the proteins actin and myosin. As will be described, muscle contraction involves a complex physiologic and mechanical interaction between these two proteins. The regular organization of these filaments produces the characteristic banded appearance of the myofibril as seen under the microscope (Figure 3-6). The repeating functional subunits of the myofibril are the sarcomeres (Figure 3-7). The dark band within a single sarcomere, also called the A band, correspond to the presence of myosin—thick filaments. Myosin also contains projections, called myosin heads, which are arranged in pairs (Figure 3-8). The light bands, also called I bands, contain actin—thin filaments (see Figure 3-7). In a resting muscle fiber, actin filaments partially overlap the myosin filaments. Under an electron microscope, the bands reveal a more complex pattern that consists of an H band, M line, and Z discs (defined in Table 3-1). Actin and myosin are aligned within the sarcomere with the help of structural proteins, providing mechanical stability to the fiber during contraction and stretch.62,105 By way of the structural proteins and the endomysium, myofibrils ultimately connect with the tendon. This elegant connective web, formed between the proteins and connective tissues, allows force to be distributed longitudinally and laterally within a muscle.74,75
TABLE 3-1.
Defined Regions within a Sarcomere
Region | Description |
A band | Dark bands caused by the presence of thick myosin myofilaments. |
I bands | Light bands caused by the presence of thin actin myofilaments. |
H band | Region within A band where actin and myosin do not overlap. |
M line | Midregion thickening of thick myosin myofilaments in the center of H band. |
Z discs | Connecting points between successive sarcomeres. Z discs help anchor the thin actin myofilaments. |
As described earlier, the sarcomere is the fundamental active force generator within the muscle fiber. Understanding the contractile events that take place in an individual sarcomere provides the basis for understanding the contraction process across the entire muscle. The contraction process is simply repeated from one sarcomere to the next. The model for describing active force generation within the sarcomere is called the sliding filament hypothesis and was developed independently by Hugh Huxley54 and Andrew Huxley (no relation).53 In this model, active force is generated as actin filaments slide past myosin filaments, causing approximation of the Z discs and narrowing of the H band. This action results in a progressive overlap of the actin and myosin filaments, which, in effect, produces a shortening of each sarcomere, although the active proteins themselves do not actually shorten (Figure 3-9). Each myosin head attaches to an adjacent actin filament, forming a crossbridge. The amount of force generated within each sarcomere therefore depends on the number of simultaneously formed crossbridges. The greater the number of crossbridges, the greater the force generated within the sarcomere.
As a consequence of the arrangement between the actin and myosin within a sarcomere, the amount of active force depends, in part, on the instantaneous length of the muscle fiber. A change in fiber length—from either active contraction or passive elongation—alters the amount of overlap between actin and myosin. The active length-tension curve for a sarcomere is presented in Figure 3-10. The ideal resting length of a muscle fiber (or individual sarcomere) is the length that allows the greatest number of crossbridges and therefore the greatest potential force. As the sarcomere is lengthened or shortened from its resting length, the number of potential crossbridges decreases so that lesser amounts of active force are generated, even under conditions of full activation or effort. The resulting active length-tension curve is described by an inverted U-shape with its peak at the ideal resting length.
The term length-force relationship is more appropriate for considering the terminology established in this text (see definitions of force and tension in the glossary of Chapter 1). The phrase length-tension is used, however, because of its wide acceptance in the physiology literature.
SUMMATION OF ACTIVE FORCE AND PASSIVE TENSION: THE TOTAL LENGTH-TENSION CURVE
The active length-tension curve, when combined with the passive length-tension curve, yields the total length-tension curve of muscle. The combination of active force and passive tension allows for a large range of muscle forces over a wide range of muscle length. Consider the total length-tension curve for the muscle shown in Figure 3-11. At shortened lengths (a), below active resting length and below the length that generates passive tension, active force dominates the force-generating capability of the muscle. The force continues to rise as the muscle is lengthened (stretched) toward its resting length. As the muscle fiber is stretched beyond its resting length (b), passive tension begins to contribute so that the decrement in active force is offset by increased passive tension, effectively flattening this part of the total length-tension curve. This characteristic portion of the passive length-tension curve allows muscle to maintain high levels of force even as the muscle is stretched to a point at which active force generation is compromised. As the muscle fiber is further stretched (c), passive tension dominates the curve so that connective tissues are under near-maximal stress. High levels of passive tension are most apparent in muscles that are stretched across multiple joints. For example, as the wrist is actively and fully extended, the fingers passively flex slightly because of the stretch placed on the finger flexor muscles as they cross the front of the wrist. The amount of passive tension depends in part on the natural stiffness of the muscle. The shape of the total muscle length-tension curve therefore can vary considerably between muscles of different structure and function.8
Isometric Muscle Force: Development of the Internal Torque–Joint Angle Curve
As defined in Chapter 1, isometric activation of a muscle produces force without a significant change in its length. This occurs naturally when the joint over which an activated muscle crosses is constrained from movement. Constraint often occurs from a force produced by an antagonistic muscle or an external source. Isometrically produced forces provide the necessary stability to the joints and body as a whole. The amplitude of an isometrically produced force from a given muscle reflects a summation of length-dependent active force and passive tension.
Maximal isometric force of a muscle is often used as a general indicator of a muscle’s peak strength and can indicate neuromuscular recovery after injury.57,84,110 In clinical settings it is not possible to directly measure length or force of maximally activated muscle. However, a muscle’s internal torque generation can be measured isometrically at several joint angles. Figure 3-12 shows the internal torque versus the joint angle curve (so-called “torque-angle curve”) of two muscle groups under isometric, maximal-effort conditions. (The torque-angle curve is the rotational equivalent of the total length-tension curve of a muscle group.) The internal torque produced isometrically by a muscle group can be determined by asking an individual to produce a maximal-effort contraction against a known external torque. As described in Chapter 4, an external torque can be determined by using an external force-sensing device (dynamometer) at a known distance from the joint’s axis of rotation. Because the measurement is performed during an isometric activation, the internal torque is assumed equal to the external torque. When a maximal-strength test is performed in conjunction with considerable encouragement provided by the tester, most healthy adults can achieve near-maximal activation of their muscle. Near-maximal activation is not always possible, however, in persons with pathology or trauma affecting their neuromuscular system.
The shape of a maximal-effort torque-angle curve is very specific to each muscle group (compare Figure 3-12, A and B). The shape of each curve can yield important information about the physiologic and mechanical factors that determine the muscle groups’ torque. Consider the following two factors shown in Figure 3-13. First, muscle length changes as the joint angle changes. As previously described, a muscle’s force output—in both active and passive terms—is highly dependent on muscle length. Second, the changing joint angle alters the length of the muscle’s moment arm, or leverage.104 For a given muscle force, a progressively larger moment arm creates a greater torque. Because both muscle length and leverage are altered simultaneously by rotation of the joint, it is not always possible to know which is more influential in determining the final shape of the torque-angle curve. A change in either variable—physiologic or mechanical—alters the clinical expression of a muscular-produced internal torque. Several clinically related examples are listed in Table 3-3.
The torque-angle curve of the hip abductors demonstrated in Figure 3-12, B depends primarily on muscle length, as shown by the linear reduction of maximal torque produced at progressively greater abduction angles of the hip. Regardless of the muscle group, however, the combination of high total muscle force (based on muscle length) and great leverage (based on moment arm length) results in the greatest relative internal torque.
MUSCLE AS A SKELETAL MOVER: FORCE MODULATION
Modulating Force through Concentric or Eccentric Activation: Introduction to the Force-Velocity Relationship of Muscle
As introduced in Chapter 1, the nervous system stimulates a muscle to generate or resist a force by concentric, eccentric, or isometric