Flow-related mechanics of the intervertebral disc: the validity of an in vitro model

Overloading effect on the osmo-viscoelastic and recovery behavior of the intervertebral disc

In vitro studies investigating the effect of high physiological compressive loads on the intervertebral disc mechanics as well as on its recovery are rare. Moreover, the osmolarity effect on the disc viscoelastic behavior following an overloading is far from being studied. This study aims to determine whether a compressive loading-unloading cycle exceeding physiological limits could be detrimental to the cervical disc, and to examine the chemo-mechanical dependence of this overloading effect. Cervical functional spine units were subjected to a compressive loading-unloading cycle at a high physiological level (displacement of 2.5 mm). The overloading effect on the disc viscoelastic behavior was evaluated through two relaxation tests conducted before and after cyclic loading. Afterward, the disc was unloaded in a saline bath during a rest period, and its recovery response was assessed by a third relaxation test. The chemo-mechanical coupling in the disc response was further examined by repeating this protocol with three different saline concentrations in the external fluid bath. It was found that overloading significantly alters the disc viscoelastic response, with changes statistically dependent on osmolarity conditions. The applied hyper-physiological compressive cycle does not cause damage since the disc recovers its original viscoelastic behavior following a rest period. Osmotic loading only influences the loading-unloading response; specifically, increasing fluid osmolarity leads to a decrease in disc relaxation after the applied cycle. However, the disc recovery is not impacted by the osmolarity of the external fluid.

Mechanical characterization of a novel biomimetic artificial disc for the cervical spine

A novel biomimetic artificial intervertebral disc (bioAID) replacement implant has been developed containing a swelling hydrogel representing the nucleus pulposus, a tensile strong fiber jacket as annulus fibrosus and titanium endplates with pins to primarily secure the device between the vertebral bodies. In this study, the design safety of this novel implant was evaluated based on several biomechanical parameters, namely compressive strength, shear-compressive strength, risk of subsidence and device expulsion as well as identifying the diurnal creep-recovery characteristics of the device. The bioAID remained intact up to 1 kN under static axial compression and only 0.4 mm of translation was observed under a compressive shear load of 20 N. No subsidence was observed after 0.5 million cycles of sinusoidal compressive loading between 50 and 225 N. After applying 400 N in antero-posterior direction under 100 N axial compressive preload, approximately 2 mm displacement was found, being within the range of displacements reported for other commercially available cervical disc replacement devices. The diurnal creep recovery behavior of the bioAID closely resembled what has been reported for natural intervertebral discs in literature. Overall, these results indicate that the current design can withstand (shear-compression loads and is able to remain fixed in a mechanical design resembling the vertebral bodies. Moreover, it is one of the first implants that can closely mimic the poroelastic and viscoelastic behavior of natural disc under a diurnal loading pattern.

Porcine Functional Spine Unit in orthopedic research, a systematic scoping review of the methodology

Purpose

The aim of this study was to conduct a systematic scoping review of previous in vitro spine studies that used pig functional spinal units (FSU) as a model to gain an understanding of how different experimental methods are presented in the literature. Research guidelines are often used to achieve high quality in methods, results, and reports, but no research guidelines are available regarding in vitro biomechanical spinal studies.

Methods

A systematic scoping review approach and protocol was used for the study with a systematic search in several data bases combined with an extra author search. The articles were examined in multiple stages by two different authors in a blinded manner. Data was extracted from the included articles and inserted into a previously crafted matrix with multiple variables. The data was analyzed to evaluate study methods and quality and included 70 studies.

Results

The results display that there is a lack of consensus regarding how the material, methods and results are presented. Load type, duration and magnitude were heterogeneous among the studies, but sixty-seven studies (96%) did include compressive load or tension in the testing protocol.

Conclusions

This study concludes that an improvement of reported data in the present field of research is needed. A protocol, modified from the ARRIVE guidelines, regarding enhanced report-structure, that would enable comparison between studies and improve the method quality is presented in the current study. There is also a clear need for a validated quality-assessment template for experimental animal studies.

In Vitro Studies for Investigating Creep of Intervertebral Discs under Axial Compression: A Review of Testing Environment and Results

Creep responses of intervertebral discs (IVDs) are essential for spinal biomechanics clarification. Yet, there still lacks a well-recognized investigation protocol for this phenomenon. Current work aims at providing researchers with an overview of the in vitro creep tests reported by previous studies, specifically specimen species, testing environment, loading regimes and major results, based on which a preliminary consensus that may guide future creep studies is proposed. Specimens used in creep studies can be simplified as a “bone–disc–bone” structure where three mathematical models can be adopted for describing IVDs’ responses. The preload of 10–50 N for 30 min or three cycles followed by 4 h-creep under constant compression is recommended for ex vivo simulation of physiological condition of long-time sitting or lying. It is worth noticing that species of specimens, environment temperature and humidity all have influences on biomechanical behaviors, and thus are summarized and compared through the literature review. All factors should be carefully set according to a guideline before tests are conducted to urge comparable results across studies. To this end, this review also provides a guideline, as mentioned before, and specific steps that might facilitate the community of biomechanics to obtain more repeatable and comparable results from both natural specimens and novel biomaterials.

How Osmoviscoelastic Coupling Affects Recovery of Cyclically Compressed Intervertebral Disc

STUDY DESIGN

Osmoviscoelastic behavior of cyclically loaded cervical intervertebral disc.

OBJECTIVE

The aim of this study was to evaluate in vitro the effects of physiologic compressive cyclic loading on the viscoelastic properties of cervical intervertebral disc and, examine how the osmoviscoelastic coupling affects time-dependent recovery of these properties following a long period of unloading.

SUMMARY OF BACKGROUND DATA

The human neck supports repetitive loadings during daily activities and recovery of disc mechanics is essential for normal mechanical function. However, the response of cervical intervertebral disc to cyclic loading is still not very well defined. Moreover, how loading history conditions could affect the time-dependent recovery is still unclear.

METHODS

Ten thousand cycles of compressive loading, with different magnitudes and saline concentrations of the surrounding fluid bath, are applied to 8 motion segments (composed by 2 adjacent vertebrae and the intervening disc) extracted from the cervical spines of mature sheep. Subsequently, specimens are hydrated during 18 hours of unloading. The viscoelastic disc responses, after cyclic loading and recovery phase, are characterized by relaxation tests.

RESULTS

Viscoelastic behaviors are significantly altered following large number of cyclic loads. Moreover, after 18-hour recovery period in saline solution at reference concentration (0.15 mol/L), relaxation behaviors were fully restored. Nonetheless, full recovery is not obtained whether the concentration of the surrounding fluid, that is, hypo-, iso-, or hyper-osmotic conditions.

CONCLUSION

Cyclic loading effects and full recovery of viscoelastic behavior after hydration at iso-osmotic condition (0.15 mol/L) are governed by osmotic attraction of fluid content in the disc due to imbalance between the external load and the swelling pressure of the disc. After removal of the load, the disc recovers its viscoelastic properties following period of rest. Nevertheless, the viscoelastic recovery is a chemically activated process and its dependency on saline concentration is governed by fluid flow due to imbalance of ions between the disc tissues and the surrounding fluid.

LEVEL OF EVIDENCE

3.

Nonlinear stress-dependent recovery behavior of the intervertebral disc

The intervertebral disc exhibits complex mechanics due to its heterogeneous structure, inherent viscoelasticity, and interstitial fluid-matrix interactions. Sufficient fluid flow into the disc during low loading periods is important for maintaining mechanics and nutrient transport. However, there is a lack of knowledge on the effect of loading magnitude on time-dependent recovery behavior and the relative contribution of multiple recovery mechanisms during recovery. In most studies that have evaluated disc recovery behavior, a single load condition has been considered, making it difficult to compare findings across studies. Hence, the objective of this study was to quantify unloaded disc recovery behavior after compressive creep loading under a wide range of physiologically relevant stresses (0.2-2 MPa). First, the repeatability of disc recovery behavior was assessed. Once repeatable recovery behavior was confirmed, each motion segment was subject to three cycles of creep-recovery loading, where each cycle consisted of a 24-h creep at a pre-assigned load (100, 200, 300, 600, 900, or 1200 N), followed by an 18-h recovery period at a nominal load (10 N). Results showed that disc recovery behavior was strongly influenced by the magnitude of loading. The magnitude of instantaneous and time-dependent recovery deformations increased nonlinearly with an increase in compressive stress during creep. In conclusion, this study highlights that elastic deformation, intrinsic viscoelasticity, and poroelasticity all have substantial contributions to disc height recovery during low loading periods. However, their relative contributions to disc height recovery largely depend on the magnitude of loading. While loading history does not influence the contribution of the short-term recovery, the contribution of long-term recovery is highly sensitive to loading magnitude.

Osmotic Pressure Alters Time-dependent Recovery Behavior of the Intervertebral Disc

STUDY DESIGN

Disc recovery behavior under hypo- and hyperosmotic pressure.

OBJECTIVE

To evaluate the effect of osmotic pressure on the unloaded recovery response of healthy discs.

SUMMARY OF BACKGROUND DATA

The intervertebral disc is a poroviscoelastic material that experiences large fluctuations in water composition throughout a diurnal loading cycle. Fluid flow out of the disc occurs through mechanical loading, whereas fluid flow into the disc occurs through passive diffusion because of an imbalance of ions between the disc and its surrounding environment. Osmotic pressure has been used to alter water uptake and tissue hydration.

METHODS

Motion segments were prepared from the caudal spine sections of the skeletally mature bovines. A 300-N compressive load was applied for 2 hours before unloaded recovery for 12 hours. Hypo- and hyperosmotic pressure was used to alter the rate of water uptake and disc height recovery during unloaded recovery. A 5-parameter rheological model was used to describe the disc's time-dependent recovery behavior.

RESULTS

The elastic response was not altered by changes in osmotic pressure; however, viscoelastic recovery was highly dependent on saline osmolarity and recovery time. The fast response of viscoelastic recovery was not dependent on osmotic pressure. The time constant for the slow response decreased whereas the slow response stiffness increased as osmotic pressure increased.

CONCLUSION

The fast response of viscoelastic recovery is governed by flow-independent recovery, whereas the slow response is related to flow-dependent recovery. The rate and magnitude of flow-dependent recovery are highly sensitive to changes in osmotic pressure of the saline bath. There is an osmotic pressure that reduces disc recovery behavior to an elastic response or flow-independent recovery.

LEVEL OF EVIDENCE

N/A.

Static axial overloading primes lumbar caprine intervertebral discs for posterior herniation

Introduction

Lumbar hernias occur mostly in the posterolateral region of IVDs and mechanical loading is an important risk factor. Studies show that dynamic and static overloading affect the nucleus and annulus of the IVD differently. We hypothesize there is also variance in the effect of overloading on the IVD’s anterior, lateral and posterior annulus, which could explain the predilection of herniations in the posterolateral region. We assessed the regional mechanical and cellular responses of lumbar caprine discs to dynamic and static overloading.

Material and methods

IVDs (n = 125) were cultured in a bioreactor and subjected to simulated-physiological loading (SPL), high dynamic (HD), or high static (HS) overloading. The effect of loading was determined in five disc regions: nucleus, inner-annulus and anterior, lateral and posterior outer-annulus. IVD height loss and external pressure transfer during loading were measured, cell viability was mapped and quantified, and matrix integrity was assessed.

Results

During culture, overloaded IVDs lost a significant amount of height, yet the distribution of axial pressure remained unchanged. HD loading caused cell death and disruption of matrix in all IVD regions, whereas HS loading particularly affected cell viability and matrix integrity in the posterior region of the outer annulus.

Conclusion

Axial overloading is detrimental to the lumbar IVD. Static overloading affects the posterior annulus more strongly, while the nucleus is relatively spared. Hence, static overloading predisposes the disc for posterior herniation. These findings could have implications for working conditions, in particular of sedentary occupations, and the design of interventions aimed at prevention and treatment of early intervertebral disc degeneration.

Region-media coupling in characterization and modelling of the disc annulus single lamella swelling

The annulus fibrosus (AF) swelling property, which is correlated with its rheological and viscoelastic properties, plays a significant role in disc nutrition and mechanical loading justification during daily activities as well as designing scaffolds for tissue engineering applications. The objective of this study was twofold: firstly to characterize the AF single lamella swelling kinetics in different regions and solutions at the temperature range of 35-40 °C and secondly to use the swelling results as a baseline to model (independent to swelling media and anatomic region) the AF single lamella swelling. It was found that the AF single lamella swelling kinetics (equilibrium swelling ratio and swelling rate) depends on anatomic region and swelling media; however, its trend for different swelling media (ionic and molecular solution) is similar and the majority of hydration occurs during first 20% of equilibrium swelling time (about 20 min). Change in swelling rate constant in circumferential direction depends on the solution type. It decreases from anterior to lateral regions for water, PBS and glucose solution and remains constant-or its change is negligible-from lateral to posterolateral regions. The effect of temperature (in the range of 35-40 °C) on swelling kinetics was seen to be negligible. It was also understood that it is possible to present a model (independent to swelling media type) to predict the swelling kinetics of posterior and posterolateral AF single lamella, as these locations are less sensitive to the swelling media.

Review of the fluid flow within intervertebral discs - How could in vitro measurements replicate in vivo?

By maintaining a balance between external mechanical loads and internal osmotic pressure, fluid content of intervertebral discs constantly alters causing fluctuations in disc hydration, height, diameter and pressure that govern disc temporal response. This paper reviews and discusses the relevant findings of earlier studies on the disc fluid flow with the aim to understand and remedy discrepancies between in vivo and in vitro observations. New results of finite element model studies are also exploited in order to help identify the likely causes for such differences and underlying mechanisms observed in vitro. In vivo measurements of changes in spinal height and disc fluid content/pressure via stadiometry, magnetic resonance imaging and intradiscal pressure measurements have been carried out. They have demonstrated that the disc volume, fluid content, height and nucleus pressure alter depending to a large extent on prior-current external load conditions. Although the diurnal loading lasts on average nearly twice longer than the subsequent resting (16 vs. 8h), the disc completely recovers its height and volume during the latter period through fluid inflow. In view of much longer periods required to recover disc height and pressure in vitro in ovine, porcine, caprine, bovine and rat discs, concerns have been raised on the fluid inflow through the endplates that might be hampered by clogged blood vessels post mortem. Analyses of discrepancies in the flow-dependent recoveries in vivo and in vitro highlight an excessive fluid content in the latter as a likely cause. To replicate in vivo conditions as closely as possible in vitro, preparation and preconditioning of specimens and/or pressure and osmolarity of the culture media in which specimens are immersed should hence be designed in a manner as to diminish disc hydration level and/or fluid transport.

Preload substantially influences the intervertebral disc stiffness in loading-unloading cycles of compression

Disc hydration is controlled by fluid imbibition and exudation and hence by applied load magnitude and history, internal osmotic pressure and disc conditions. It affects both the internal load distribution and external load-bearing of a disc while variations therein give rise to the disc time-dependent characteristics. This study aimed to evaluate the effect of changes in compression preload magnitude on the disc axial cyclic compression stiffness under physiological loading. After 20h of free hydration, effects of various preload magnitudes (no preload, 0.06 and 0.28MPa, applied for eight hours) and disc-bone preparation conditions on disc height and axial stiffness were investigated using 36 disc-bone and 24 isolated disc (without bony endplates) bovine specimens. After preloading, specimens were subjected to ten loading/unloading cycles each of 7.5min compression at 0.5MPa followed by 7.5min at 0.06MPa. Under 0.06MPa preload, the specimen height losses during high loading periods of cyclic loading were greater than corresponding height recoveries during low loading phases. This resulted in a progressive reduction in the specimen height and increase in its stiffness. Differences between disc height losses in high cyclic loads and between stiffness in both load increase and release phases were significant for 0 and 0.06MPa vs. 0.28MPa preload. Results highlight the significant role of disc preload magnitude/history and hence disc height and hydration on disc stiffness in loading/unloading and disc height loss in loading periods. Proper preconditioning and hence hydration level should be achieved if recovery in height loss similar to in vivo conditions is expected.

The poro-elastic behaviour of the intervertebral disc: A new perspective on diurnal fluid flow

Diurnal disc height changes, due to fluid in- and outflow, are in equilibrium while daytime spinal loading is twice as long as night time rest. A direction-dependent permeability of the endplates, favouring inflow over outflow, reportedly explains this; however, fluid flow through the annulus fibrosus should be considered. This study investigates the fluid flow of entire intervertebral discs. Caprine discs were preloaded in saline for 24h under four levels of static load. Under sustained load, we modulated the disc׳s swelling pressure by exchanging saline for demineralised water (inflow) and back to saline (outflow), both for 24h. We measured disc height creep and used stretched exponential models to determine time-constants. During inflow disc height increased in relation to applied load, and during outflow disc height decreased to preload levels. When comparing in- and outflow phases, there was no difference in creep, and time-constants were similar indicating no direction-dependent resistance to fluid flow in the entire intervertebral disc. Results provoked a new hypothesis for diurnal fluid flow: in vitro time-constants for loading are shorter than for unloading and in vivo daytime loading is twice as long as night time unloading, i.e. in diurnal loading the intervertebral disc is closer to loading equilibrium than to unloading equilibrium. Per definition, fluid flow is slower close to equilibrium than far from equilibrium; therefore, as diurnal loading occurs closer to loading equilibrium, fluid inflow during night time unloading can balance fluid outflow during daytime loading, despite a longer time-constant.

Fluid-flow dependent response of intervertebral discs under cyclic loading: On the role of specimen preparation and preconditioning

In vivo during the day, intervertebral discs are loaded mainly in compression causing fluid and height losses that are subsequently fully recovered overnight due to fluid inflow under smaller compression. However, in vitro, fluid flow through the endplates, in particular fluid imbibition, is hampered possibly by blood clots formed post mortem. Despite earlier in vitro studies, it remains yet unclear if and how fluid flow conditions in vitro could properly emulate those in vivo. Effects of various preload magnitudes (no preload, 0.06 and 0.28 MPa) and disc-bone preparation conditions (e.g., w/o bony endplates) on disc height and nucleus pressure were investigated using 54 bovine specimens. Changes in specimen height and pressure at different nucleus locations were used as surrogate measures to assess the fluid content and flow within the discs. Under all investigated preparation conditions and preload magnitudes, no significant pressure recovery could be obtained during low loading phases, even without bony endplates. On the contrary, partial to full displacement recovery were reached in particular under 0.28 MPa preload. Results highlight the significant role of disc preload magnitude in disc height recovery during low loading periods. Attention should hence be given in future studies to the proper selection of preload magnitude and duration as well as the animal models used if in vivo response is intended to be replicated. Findings also indicate that flushing the endplates or injection of bone cement respectively neither facilitates nor impedes fluid flow into or out of the disc to a noticeable degree in this bovine disc model.

Long-Term Creep Behavior of the Intervertebral Disk: Comparison between Bioreactor Data and Numerical Results

The loaded disk culture system is an intervertebral disk (IVD)-oriented bioreactor developed by the VU Medical Center (VUmc, Amsterdam, The Netherlands), which has the capacity of maintaining up to 12 IVDs in culture, for approximately 3 weeks after extraction. Using this system, eight goat IVDs were provided with the essential nutrients and submitted to compression tests without losing their biomechanical and physiological properties, for 22 days. Based on previous reports (Paul et al., 2012, 2013; Detiger et al., 2013), four of these IVDs were kept in physiological condition (control) and the other four were previously injected with chondroitinase ABC (CABC), in order to promote degenerative disk disease (DDD). The loading profile intercalated 16 h of activity loading with 8 h of loading recovery to express the standard circadian variations. The displacement behavior of these eight IVDs along the first 2 days of the experiment was numerically reproduced, using an IVD osmo-poro-hyper-viscoelastic and fiber-reinforced finite element (FE) model. The simulations were run on a custom FE solver (Castro et al., 2014). The analysis of the experimental results allowed concluding that the effect of the CABC injection was only significant in two of the four IVDs. The four control IVDs showed no signs of degeneration, as expected. In what concerns to the numerical simulations, the IVD FE model was able to reproduce the generic behavior of the two groups of goat IVDs (control and injected). However, some discrepancies were still noticed on the comparison between the injected IVDs and the numerical simulations, namely on the recovery periods. This may be justified by the complexity of the pathways for DDD, associated with the multiplicity of physiological responses to each direct or indirect stimulus. Nevertheless, one could conclude that ligaments, muscles, and IVD covering membranes could be added to the FE model, in order to improve its accuracy and properly describe the recovery periods.

What have we learned from finite element model studies of lumbar intervertebral discs in the past four decades?

Finite element analysis is a powerful tool routinely used to study complex biological systems. For the last four decades, the lumbar intervertebral disc has been the focus of many such investigations. To understand the disc functional biomechanics, a precise knowledge of the disc mechanical, structural and biochemical environments at the microscopic and macroscopic levels is essential. In response to this need, finite element model studies have proven themselves as reliable and robust tools when combined with in vitro and in vivo measurements. This paper aims to review and discuss some salient findings of reported finite element simulations of lumbar intervertebral discs with special focus on their relevance and implications in disc functional biomechanics. Towards this goal, the earlier investigations are presented, discussed and summarized separately in three distinct groups of elastic, multi-phasic transient and transport model studies. The disc overall response as well as the relative role of its constituents are markedly influenced by loading rate, magnitude, combinations/preloads and posture. The nucleus fluid content and pressurizing capacity affect the disc compliance, annulus strains and failure sites/modes. Biodynamics of the disc is affected by not only the excitation characteristics but also preloads, existing mass and nucleus condition. The role of fluid pressurization and collagen fiber stiffening diminish with time during diurnal loading. The endplates permeability influences the time-dependent response of the disc in both loaded and unloaded recovery phases. The transport of solutes is substantially influenced by the disc size, tissue diffusivity and endplates permeability.

Modelling creep behaviour of the human intervertebral disc

The mechanical behaviour of an intervertebral disc is time dependent. In literature different constitutive equations have been used to describe creep. It is unsure whether these different approaches yield valid predictions. In this study, we compared the validity of different equations for the prediction of creep behaviour. To this end, human thoracic discs were preloaded at 0.1 MPa for 12h, compressed (0.8 MPa) for 24h and finally unloaded (0.1 MPa) for 24h. A Kohlrausch-Williams-Watts (KWW) model and a Double-Voight (DV) model were fitted to the creep data. Model parameters were calculated for test durations of 4, 8, 12, 16, 20 and 24h. Both models described the measured data well, but parameters were highly sensitive to test duration. The estimated time constant varied with test duration from 3.6 to 17h. When extrapolating beyond test duration, the DV model under-estimated and the KWW model over-estimated creep. The 24h experiment was still too short for an accurate determination of the parameters. Therefore, parameters obtained in this paper can be used to describe normal behaviour, but are not suitable for extrapolation beyond the test duration.

The contribution of load magnitude and number of load cycles to cumulative low-back load estimations: a study based on in-vitro compression data

BACKGROUND

Cumulative low-back load is suggested to be associated with low back pain, possibly due to (micro-)fractures of spinal segments. Based on available in vitro data it can be assumed that, in order to predict spine segment failure from cumulative compressive loading, load magnitude should be weighted with an exponent higher than one, whereas the number of cycles should be weighted with an exponent lower than 1. The aim of the present study was to assess both exponents based on available in-vitro data.

METHODS

Data on loading to fatigue fracture of spinal segments under cyclic compression in-vitro were used and converted to survival probability for 5 load levels and 5 levels of number of cycles. Three optimization procedures were used to estimate the exponent of load magnitude and load cycles separately, and load magnitude and load cycles combined. Goodness of fit was assessed by comparing the Akaike's Information Criterion (AIC) between models.

FINDINGS

The best fit, based on AIC and average error per data point was obtained with weighting of load magnitude and number of load cycles with exponents of approximately 2.0 and 0.2, respectively.

INTERPRETATION

The results show that a combination of load magnitude and number of load cycles weighted with exponents of approximately 2 and 0.2 respectively provides a suitable measure of cumulative spinal compression loading. This finding may be of relevance for assessing cumulative low-back loads in studies on the etiology of low-back pain.

Is the ovine intervertebral disc a small human one? A finite element model study

The sheep is one of the most frequently used animal models for experimental intervertebral disc research questions. Although there are large differences in size between human and ovine discs, recent in vivo and in vitro studies indicate similarities in the internal disc stresses. The present finite element model study, therefore, intended to detect the parameters that, despite the different geometry, ensure mechanical comparability between both species. At first, a finite element model of the human L4-L5 lumbar intervertebral disc was developed. The predicted displacement and nucleus pressure response were validated with experimental in vivo and in vitro data. Starting with adapting the model geometry from the human to the ovine disc, several material and biochemical parameters, which might contribute to the preservation of the mechanical disc response across both species, were successively adapted to ovine properties. Replacing the geometry yielded a substantially higher disc stiffness and lower nucleus pressure compared to in vitro measurements performed on ovine discs. Additional reduction of annulus and nucleus elasticity led to an improved correlation between model predictions and measurements. Changes in the glycosaminoglycan content and endplate permeability improved the predicted pressure, but only slightly affected the displacement response. Only the combination of all parameters resulted in a good agreement between the predictions and measurements. This study demonstrated that there are profound differences between model predictions and in vitro results if an ovine simulation is run with human material properties. However, once the species-specific material properties are included, the predictions fit the in vitro results. Therefore, it seems that the human and ovine disc is functionally adapted to produce similar internal stresses, despite the large variation in geometry.

In vitro and in silico investigations of disc nucleus replacement

Currently, numerous hydrogels are under examination as potential nucleus replacements. The clinical success, however, depends on how well the mechanical function of the host structure is restored. This study aimed to evaluate the extent to and mechanisms by which surgery for nucleus replacements influence the mechanical behaviour of the disc. The effects of an annulus defect with and without nucleus replacement on disc height and nucleus pressure were measured using 24 ovine motion segments. The following cases were considered: intact; annulus incision repaired by suture and glue; annulus incision with removal and re-implantation of nucleus tissue repaired by suture and glue or plug. To identify the likely mechanisms observed in vitro, a finite-element model of a human disc (L4-L5) was employed. Both studies were subjected to physiological cycles of compression and recovery. A repaired annulus defect did not influence the disc behaviour in vitro, whereas additional nucleus removal and replacement substantially decreased disc stiffness and nucleus pressure. Model predictions demonstrated the substantial effects of reductions in replaced nucleus water content, bulk modulus and osmotic potential on disc height loss and pressure, similar to measurements. In these events, the compression load transfer in the disc markedly altered by substantially increasing the load on the annulus when compared with the nucleus. The success of hydrogels for nucleus replacements is not only dependent on the implant material itself but also on the restoration of the environment perturbed during surgery. The substantial effects on the disc response of disruptions owing to nucleus replacements can be simulated by reduced nucleus water content, elastic modulus and osmotic potential.

Biomechanical disc culture system: feasibility study using rat intervertebral discs

A small-scale biomechanical disc culture system was designed to stimulate intervertebral disc (IVD) 'motion segment' in culture environment with load-controlled compression and combined load (compression+shear). After 7 days of diurnal mechanical loading, cell viability of discs stimulated with static compression load (0.25 MPa) and static combined load (compression (0.25 MPa)+shear (1.5N)) were similar (>90 per cent) to unloaded controls. Mechanically stimulated discs showed decrease in static/dynamic moduli, early stress relaxation, and loss of disc height after 7 days of diurnal loading. Histological data of discs indicated load-induced transformations that were not apparent in controls. The feasibility of studying the mechanobiology of intact IVD as a motion segment was demonstrated. Media conditioning (improve tissue stability in long-term culture) and application of biochemical gene expression assays (differential tissue response to types of mechanical stimulation) are proposed as future improvements. The study suggests that the limitations in studying mechanobiology of IVD pathology in vitro can be overcome and it is possible to understand the physiologically relevant mechanism of IVD pathology.

Axial creep loading and unloaded recovery of the human intervertebral disc and the effect of degeneration

The intervertebral disc maintains a balance between externally applied loads and internal osmotic pressure. Fluid flow plays a key role in this process, causing fluctuations in disc hydration and height. The objectives of this study were to quantify and model the axial creep and recovery responses of nondegenerate and degenerate human lumbar discs. Two experiments were performed. First, a slow compressive ramp was applied to 2000 N, unloaded to allow recovery for up to 24 h, and re-applied. The linear-region stiffness and disc height were within 5% of the initial condition for recovery times greater than 8 h. In the second experiment, a 1000 N creep load was applied for four hours, unloaded recovery monitored for 24 h, and the creep load repeated. A viscoelastic model comprised of a "fast" and "slow" exponential response was used to describe the creep and recovery, where the fast response is associated with flow in the nucleus pulposus (NP) and endplate, while the slow response is associated with the annulus fibrosus (AF). The study demonstrated that recovery is 3-4X slower than loading. The fast response was correlated with degeneration, suggesting larger changes in the NP with degeneration compared to the AF. However, the fast response comprised only 10%-15% of the total equilibrium displacement, with the AF-dominated slow response comprising 40%-70%. Finally, the physiological loads and deformations and their associated long equilibrium times confirm that diurnal loading does not represent "equilibrium" in the disc, but that over time the disc is in steady-state.

Response analysis of the lumbar spine during regular daily activities--a finite element analysis

A non-linear poroelastic finite element model of the lumbar spine was developed to investigate spinal response during daily dynamic physiological activities. Swelling was simulated by imposing a boundary pore pressure of 0.25 MPa at all external surfaces. Partial saturation of the disc was introduced to circumvent the negative pressures otherwise computed upon unloading. The loading conditions represented a pre-conditioning full day followed by another day of loading: 8h rest under a constant compressive load of 350 N, followed by 16 h loading phase under constant or cyclic compressive load varying in between 1000 and 1600 N. In addition, the effect of one or two short resting periods in the latter loading phase was studied. The model yielded fairly good agreement with in-vivo and in-vitro measurements. Taking the partial saturation of the disc into account, no negative pore pressures were generated during unloading and recovery phase. Recovery phase was faster than the loading period with equilibrium reached in only approximately 3h. With time and during the day, the axial displacement, fluid loss, axial stress and disc radial strain increased whereas the pore pressure and disc collagen fiber strains decreased. The fluid pressurization and collagen fiber stiffening were noticeable early in the morning, which gave way to greater compression stresses and radial strains in the annulus bulk as time went by. The rest periods dampened foregoing differences between the early morning and late in the afternoon periods. The forgoing diurnal variations have profound effects on lumbar spine biomechanics and risk of injury.

A biochemical/biophysical 3D FE intervertebral disc model

Present research focuses on different strategies to preserve the degenerated disc. To assure long-term success of novel approaches, favorable mechanical conditions in the disc tissue are essential. To evaluate these, a model is required that can determine internal mechanical conditions which cannot be directly measured as a function of assessable biophysical characteristics. Therefore, the objective is to evaluate if constitutive and material laws acquired on isolated samples of nucleus and annulus tissue can be used directly in a whole-organ 3D FE model to describe intervertebral disc behavior. The 3D osmo-poro-visco-hyper-elastic disc (OVED) model describes disc behavior as a function of annulus and nucleus tissue biochemical composition, organization and specific constituent properties. The description of the 3D collagen network was enhanced to account for smaller fibril structures. Tissue mechanical behavior tests on isolated nucleus and annulus samples were simulated with models incorporating tissue composition to calculate the constituent parameter values. The obtained constitutive laws were incorporated into the whole-organ model. The overall behavior and disc properties of the model were corroborated against in vitro creep experiments of human L4/L5 discs. The OVED model simulated isolated tissue experiments on confined compression and uniaxial tensile test and whole-organ disc behavior. This was possible, provided that secondary fiber structures were accounted for. The fair agreement (radial bulge, axial creep deformation and intradiscal pressure) between model and experiment was obtained using constitutive properties that are the same for annulus and nucleus. Both tissue models differed in the 3D OVED model only by composition. The composition-based modeling presents the advantage of reducing the numbers of material parameters to a minimum and to use tissue composition directly as input. Hence, this approach provides the possibility to describe internal mechanical conditions of the disc as a function of assessable biophysical characteristics.

Rest cannot always recover the dynamic properties of fatigue-loaded intervertebral disc

STUDY DESIGN

An in vitro biomechanical study using adolescent porcine discs.

OBJECTIVE

To find the effect of fatigue loading and rest on the dynamic properties of healthy intervertebral disc.

SUMMARY OF BACKGROUND DATA

The fatigue loading is a risk factor for low back pain. The disc dynamic properties describe the shock attenuation capability of disc. Knowledge of effect of fatigue loading and rest on the disc dynamic properties can be beneficial for the study of fatigue loading induced spinal disorder.

METHODS

Specimens were divided into short-term (0.5 hours at 5 Hz, n = 9) and long-term (2 hours at 5 Hz, n = 9) fatigue loading groups. The specimen was applied with fatigue loading, followed by a 12-hours rest, and then applied with the second fatigue loading again. The impulse loading was applied at 0, 10, 20, and 30 minutes during short-term group and at 0, 0.5, 1, and 2 hours during long-term group using a drop-tower apparatus. The stiffness, damping coefficient, and ratio were calculated using impulse loading information. Dynamic properties between first and second fatigue loading were compared.

RESULTS

The stiffness increased, but the damping coefficient and ratio decreased with fatigue loadings. A 12-hours rest can fully restore the dynamic properties of fatigue loaded disc to original status. However, the degradation of dynamic properties during the subsequent fatigue loading was faster than the previous fatigue loading if the disc experienced a long-term fatigue loading.

CONCLUSION

A 12-hours rest can largely restore disc dynamic properties during fatigue loading; hence fully recover disc dynamic properties. A long-term fatigue loading squeezes the disc fluid and injures the disc integrity. The 12-hours rest can recover the fluid loss but not the injury of disc. Hence, the disc degradation during the second fatigue loading was faster than the first fatigue loading.

Characterization of an in vitro intervertebral disc organ culture system

Intervertebral disc organ culture has the capacity to control mechanical and chemical boundary conditions while keeping the tissue largely intact, and allowing interventions that would be impossible or unethical on animal studies. Recent studies on ex vivo organ culture has mostly involved small animals, or been limited to development and validation studies. In this study, bovine caudal discs were used. The large animal model design ensures that sufficient tissue is available for measurement of multiple dependent variables on the same disc, and a similar aspect ratio, diffusion distance, composition and rate of proteoglycan synthesis to human lumbar discs. The first goal of this study was to refine a set of dependent variables capable of characterizing the response of the intervertebral disc to culturing and to develop a technique to measure cell viability in all three regions of the disc. The second goal was to use these variables to compare static and diurnal loading as a method of maintaining intervertebral disc structure, composition, and cell metabolism similar to the in vivo state. Static (0.2 MPa) and diurnal loading (0.1 and 0.3 MPa alternating at 12 h intervals) were applied and intervertebral discs were examined after 4 or 8 days with dependent variables including changes in geometry (disc height and diameter), composition (tissue water content, tissue proteoglycan content and proteoglycan content lost to the culture media), cell viability and metabolism (proteoglycan synthesis). Results indicate that there was a decrease in disc height and water content after culture regardless of culture duration or loading condition. Cell viability significantly decreased with culture duration in the inner annulus and nucleus; however, a significant reduction in cell viability for the diurnal versus static loading condition was only observed after 8 days in the nucleus region. No significant differences were seen in viability of the outer annulus region with time, or in any loading groups. We conclude that our system is capable of keeping bovine caudal discs alive for at least 8 days without significant changes in GAG content, or cell metabolism, and that static loading was slightly better able to maintain cell viability than diurnal loading. This system offers promise for the future studies on large intervertebral discs requiring measurements of multiple mechanical and biological dependent variables on the same tissue.

Intervertebral disc recovery after dynamic or static loading in vitro: is there a role for the endplate?

In vivo studies on disc mechanics show loss of fluid from the intervertebral disc (IVD) during loading and full recovery during rest. Previous work indicated that in vitro recovery is hampered after static loading. The aim of the present study was to investigate the role of the endplate after dynamic and static loading on mechanical recovery in vitro. Lumbar spines (caprine) were obtained from the local slaughterhouse and stored frozen. Twenty-four intervertebral discs were thawed and subjected to a compression test in a saline bath (37 degrees C). The discs were pre-loaded at 20 N for 15 min. Three 15-min loading cycles (static: 2.0 MPa or dynamic: average load 2.0 MPa at 0.5 Hz) were applied, each followed by a 30-min period of unloading (20 N). After this protocol, the endplates of half of the discs were blocked with silicone paste and the long-term recovery protocol was applied; the discs were subjected to a single loading cycle (15 min of static or dynamic loading) followed by 10h of unloading at 20 N. All specimens showed a net loss of height and a gain in stiffness during the first part of the test. Eventually, height and stiffness were restored during a long-term recovery test. The difference in recovery between blocked and free endplates was marginal. If fluid flow plays a role during recovery in vitro, the role of the endplate appears to be limited. Our findings show no influence of loading type on recovery in vitro.