Beruflich Dokumente
Kultur Dokumente
IN DISEASES
OF NERVE AND MUSCLE
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ELECTRODIAGNOSIS
IN DISEASES
OF NERVE AND MUSCLE
Principles and Practice
Edition 3
Professor
Division of Clinical Electrophysiology
Department of Neurology
University of Iowa College of Medicine
Iowa City, Iowa
OXFORD
UNIVERSITY PRESS
2001
OXFORD
UNIVERSITY PRESS
Kimura, Jun.
Electrodiagnosis in diseases of nerve and muscle: principles and practice / Jun
Kimura.—Ed. 3.
p. ; cm.
Includes bibliographical references and index.
ISBN 0-19-512977-6 (cloth : alk. paper)
1. Neuromuscular diseases—Diagnosis. 2. Electromyography. 3. Electrodiagnosis.
I. Title.
[DNLM: 1. Neuromuscular Diseases—diagnosis. 2. Electrodiagnosis—methods. 3.
Neural Conduction—physiology. 4. Spinal Cord Diseases—diagnosis. 5. Synaptic
Transmission—physiology. WE 550 K49e 2000]
RC925.7 .K55 2000
616.7'407547—dc21 00-025011
As new scientific information becomes available through basic and clinical research,
recommended procedures undergo changes. The author and publisher have done
everything possible to make this book accurate, up-to-date, and in accord with
accepted standards at the time of publication. Nonetheless, the reader is advised
always to check changes and new information regarding the current practice and
contraindications before conducting any tests. Caution is especially urged with new
or infrequently used equipment.
1 3 5 7 9 8 6 4 2
ix
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PREFACE FOR
THE SECOND EDITION
The preparation for the second edition began in 1983 with the orig-
inal volume still in press, literally before the ink had dried. Kind
encouragements and constructive criticisms received from different
corners of the world added further incentive for early revision. Most
suggestions proved helpful in improving the contents and style. A
few requests, however, posed problems because they represented
mutually exclusive views: for example, inclusion or exclusion of ex-
panded coverage of evoked potential studies. Here, I had to accept
the old maxim that, however much one wishes, one cannot please
everybody all the time (or even most people much of the time!).
Thus, I followed my own bias as to the relative importance of a topic
for the principles and practice of electrodiagnosis.
This revision, though initially conceived as routine and minor,
eventually required major changes, in part reflecting the rapid med-
ical and technologic advances in the field during the past five years.
The sections rewritten in their entirety include Facts, Fallacies, and
Fancies of Nerve Stimulation Techniques (Chapter 7), Single-Fiber
and Macro Electromyography (Chapter 15), Somatosensory and Mo-
tor Evoked Potentials (Chapter 19), Polyneuropathies (Chapter 22),
Myasthenia Gravis and Other Disorders of Neuromuscular Trans-
mission (Chapter 24), Myopathies (Chapter 25), and Fundamentals
of Electronics and Electrical Safety (Appendices 2 and 3). Most other
sections also underwent substantial changes to update, clarify, and
tighten the contents. The book now cites more than 1200 additional
references selected from some 2500 recent publications that I per-
sonally reviewed, with the hope that the inclusive bibliography helps
encourage further research in the area of electrodiagnostic medi-
cine.
The hustle and bustle inherent to the preparation of voluminous
manuscripts, by necessity, involve directly or indirectly those who
share the work environment with the author. I could not have com-
pleted the job without assistance from my colleagues, who endured
the fate of "galley" slaves over an extended period of time. Drs. Thoru
Yamada and Stokes Dickins ran the busy services of the Division
xi
despite my preoccupation with writing. D. David Walker, M.S.E.E.,
rewrote the appendix on electronics previously coauthored by Pete
Seaba, M.S.E.E., who left the ranks for private enterprise. Sheila
Mennen, our Chief Technologist, Deborah Gevock, and Cheri
Doggett played major roles in maintaining the daily clinical opera-
tion and organizing technical as well as secretarial needs. A num-
ber of clinical fellows and residents participated in teaching ses-
sions, shedding new insights into the type of coverage essential in
an electrodiagnostic text. A total of 35 research fellows from Japan
and elsewhere spent one to two years with us during this interim
contributing original data in clinical electrophysiology, much of
which found its way into the revised text.
Dr. Maurice Van Allen, who had provided a kind foreword for the
first edition, continued to support my literary endeavor until his
untimely death in 1986. I lost a teacher and friend, and a new fore-
word, which he had promised. He had jokingly, but perhaps with
good reason, attributed the success of the first edition to his open-
ing remarks, which are retained in his honor. Dr. A. L. Sahs, who
initiated me into neurology, rendering help when I needed it most,
also passed away later in the same year. It was my good fortune
that the Department prospered under the direction of Dr. Antonio
Damasio, who, together with Dr. Robert L. Rodnitzky, provided the
kind of environment enticing to academic pursuit. I owe my thanks
to Mr. Robert H. Craven, Sr., Mr. Robert H. Craven, Jr., Dr. Sylvia
Fields, Ms. Linda Weinerman, Ms. Jessie Raymond, and Mr. Her-
bert Powell of F.A. Davis for their patience and encouragement. I
am indebted to the American Association of Electromyography and
Electrodiagnosis and its Nomenclature Committee, who granted per-
mission to reprint the AAEE Glossary of Terms in Clinical Elec-
tromyography (1987) as Appendix 4.
The work turned into a family project of sorts over the past sev-
eral years. Our three sons, five years older and perhaps wiser, if
not quieter, could now assist in substance by typing the book, cover
to cover, into a word processor to facilitate rewriting. I acknowledge
the yeomans' service by honoring their request again to dedicate
the book to their mother, who, I know, has funded the teenagers'
operation from time to time to boost their spirit of devotion. We lost
her father and mine during the preparation of the first edition and
my mother in this interim. I salute them for their constant support
of our venture abroad, with the credit given to whom it is most jus-
tifiably due.
J. K.
xii
FOREWORD FOR
THE FIRST EDITION
xiv
PREFACE FOR
THE FIRST EDITION
xv
document the statements made in the text. I hope that use of these
references will promote interest and research in the field of elec-
trodiagnosis.
J. K.
xvi
ACKNOWLEDGMENTS FOR
THE FIRST EDITION
I came from the Island of the Rising Sun, where English is not the
native language. It was thus with trepidation that I undertook the
task of writing an English text. Although its completion gives me
personal pride and satisfaction, I hasten to acknowledge that the
goal could not have been achieved without help from others.
Dr. M. W. Van Allen has provided me with more than a kind fore-
word. I wish to thank him for his initial encouragement and con-
tinued support and advice. He was one of the first to do elec-
tromyography in Iowa. During my early years of training I had the
pleasure of using his battery-operated amplifier and a homemade
loudspeaker (which worked only in his presence). I am indebted to
Dr. A. L. Sahs, who initiated me into the field of clinical neurology,
and Dr. J. R. Knot, who taught me clinical neurophysiology. I am
grateful to Drs. T. Yamada and E. Shivapour for attending the busy
service of the Division of Clinical Electrophysiology while I devoted
myself to writing. Dr. Yamada also gave me most valuable assis-
tance in preparing the section on central somatosensory evoked
potentials, which includes many of his original contributions. Drs.
R. L. Rodnitzky, E. P. Bosch, J. T. Wilkinson, A. M. Brugger,
F. O. Walker, and H. C. Chui read the manuscript and gave most
helpful advice. Peter J. Seaba, M.S.E.E., and D. David Walker,
M.S.E.E., our electrical engineers, contributed Appendix 2 and re-
viewed the text.
My special thanks go to the technicians and secretaries of the Di-
vision of Clinical Electrophysiology. Sheila R. Mermen, the senior
technician of our electromyography laboratory, typed (and retyped
time and time again) all the manuscript with devotion and dedica-
tion. Deborah A. Gevock, Cheri L. Doggett, Joanne M. Colter, Lauri
Longnecker, Jane Austin, Sharon S. Rath, Lori A. Garwood, and
Allen L. Frauenholtz have all given me valuable technical or secre-
tarial assistance. Linda C. Godfrey and her staff in the Medical
Graphics Department have been most helpful in preparing illus-
trations.
xvii
I owe my gratitude to Mr. Robert H. Craven, Sr., Mr. Robert H.
Craven, Jr., Dr. Sylvia K. Fields, Miss Agnes A. Hunt, Ms. Sally
Burke, Miss Lenoire Brown, Mrs. Christine H. Young, and two
anonymous reviewers of the F. A. Davis Company for their interest
and invaluable guidance. A number of previously published figures
and tables have been reproduced with permission from the pub-
lishers and authors. I wish to express my sincere appreciation for
their courtesy. The sources are acknowledged in the legends. The
Glossary of Terms Commonly Used in Electromyography of the
American Association of Electromyography and Electrodiagnosis is
reprinted in its entirety as Appendix 3, with kind permission from
the Association and the members of the Nomenclature Committee.
My sons asked if the book might be dedicated to them for hav-
ing kept mostly, though not always, quiet during my long hours of
writing at home. However, the honor went to their mother instead,
a decision enthusiastically approved by the children, in apprecia-
tion for her effort to keep peace at home. In concluding the ac-
knowledgment, my heart goes to the members of my family in
Nagoya and those of my wife's in Takayama, who have given us
kind and warm support throughout our prolonged stay abroad. The
credit is certainly theirs for my venture finally coming to fruition.
J. K.
xviii
CONTENTS
Part I
BASICS OF ELECTRODIAGNOSIS
Chapter 1
ANATOMIC BASIS FOR LOCALIZATION 3
1. INTRODUCTION 4
2. CRANIAL NERVES 5
3. ANTERIOR AND POSTERIOR RAMI 8
4. CERVICAL AND BRACHIAL PLEXUSES 10
5. PRINCIPAL NERVES OF THE UPPER LIMB 13
6. LUMBAR PLEXUS AND ITS PRINCIPAL NERVES 20
7. SACRAL PLEXUS AND ITS PRINCIPAL NERVES 22
Chapter 2
ELECTRICAL PROPERTIES OF NERVE
AND MUSCLE 27
1. INTRODUCTION 27
2. TRANSMEMBRANE POTENTIAL 28
3. GENERATION OF ACTION POTENTIAL 30
4. VOLUME CONDUCTION AND WAVEFORM 33
Chapter 3
ELECTRONIC SYSTEMS AND DATA
ANALYSIS 39
1. INTRODUCTION 40
2. ELECTRODES 40
xix
3. ELECTRODE AMPLIFIERS 43
4. VISUAL DISPLAYS 45
5. OTHER RECORDING APPARATUS 46
6. ARTIFACTS 47
7. STIMULATORS 52
8. NORMATIVE DATA AND STATISTICS 53
9. EXPERT SYSTEMS AND QUALITY DEVELOPMENT 55
Part II
NERVE CONDUCTION STUDIES
Chapter 4
ANATOMY AND PHYSIOLOGY OF THE
PERIPHERAL NERVE 63
1. INTRODUCTION 63
2. ANATOMY OF PERIPHERAL NERVES 64
3. PHYSIOLOGY OF NERVE CONDUCTION 67
4. TYPES OF NERVE FIBERS AND IN VITRO
RECORDING 69
5. CLASSIFICATION OF NERVE INJURIES 72
6. INVOLVEMENT OF AXON VERSUS MYELIN IN
NEUROPATHIC DISORDERS 79
Chapter 5
PRINCIPLES AND VARIATIONS OF NERVE
CONDUCTION STUDIES 91
1. INTRODUCTION 92
2. ELECTRICAL STIMULATION OF THE NERVE 92
3. RECORDING OF MUSCLE AND NERVE POTENTIALS 94
4. MOTOR NERVE CONDUCTION 96
5. SENSORY NERVE CONDUCTION 104
6. NERVE CONDUCTION IN THE CLINICAL DOMAIN 108
7. STUDIES OF THE AUTONOMIC NERVOUS SYSTEM 113
8. OTHER EVALUATION OF NERVE FUNCTION 117
Chapter 6
ASSESSMENT OF INDIVIDUAL NERVES 130
1. INTRODUCTION 131
2. COMMONLY TESTED NERVES IN THE UPPER LIMB 131
XX
3. OTHER NERVES DERIVED FROM THE CERVICAL OR
THORACIC NERVE ROOTS 151
4. COMMONLY TESTED NERVES IN THE LOWER LIMB 157
5. OTHER NERVES DERIVED FROM THE LUMBOSACRAL
NERVE ROOTS 167
6. CRANIAL NERVES 171
Chapter 7
FACTS, FALLACIES, AND FANCIES OF NERVE
STIMULATION TECHNIQUES 178
1. INTRODUCTION 178
2. COMMON TECHNICAL ERRORS 179
3. SPREAD OF STIMULATION CURRENT 180
4. ANOMALIES AS SOURCES OF ERROR 187
5. PRINCIPLES AND PITFALLS OF WAVEFORM ANALYSIS 192
6. STUDIES OVER SHORT AND LONG DISTANCES 205
Chapter 8
OTHER TECHNIQUES TO ASSESS
NERVE FUNCTION 215
1. MOTOR UNIT NUMBER ESTIMATES 215
2. ASSESSMENT OF NERVE EXCITABILITY 219
3. THRESHOLD TRACKING 224
Part III
ASSESSMENT OF
NEUROMUSCULAR TRANSMISSION
Chapter 9
ANATOMY AND PHYSIOLOGY OF THE
NEUROMUSCULAR JUNCTION 239
1. INTRODUCTION 239
2. ANATOMY OF THE NEUROMUSCULAR JUNCTION 240
3. ELECTRICAL ACTIVITY AT THE END PLATE 242
4. EXCITATION-CONTRACTION COUPLING 244
5. ABNORMALITIES OF NEUROMUSCULAR
TRANSMISSION 245
6. TIME COURSE OF NEUROMUSCULAR TRANSMISSION 248
xxi
Chapter 10
TECHNIQUES OF REPETITIVE
STIMULATION 257
1. INTRODUCTION 258
2. METHODS AND TECHNICAL FACTORS 258
3. COMMONLY USED NERVES AND MUSCLES 260
4. RECOVERY CURVES BY PAIRED STIMULATION 262
5. DECREMENTAL RESPONSE AT SLOW RATES
OF STIMULATION 263
6. INCREMENTAL RESPONSE AT FAST RATES
OF STIMULATION 266
7. EFFECT OF TETANIC CONTRACTION 270
8. CHANGES IN MYOGENIC DISORDERS 273
Chapter 11
ACTIVATION PROCEDURES AND OTHER
METHODS 279
1. INTRODUCTION 279
2. PROVOCATIVE TECHNIQUES 280
3. ELECTROMYOGRAPHY 280
4. OTHER TECHNIQUES 281
Part IV
ELECTROMYOGRAPHY
Chapter 12
ANATOMY AND PHYSIOLOGY OF THE
SKELETAL MUSCLE 287
1. INTRODUCTION 287
2. FUNCTIONAL ANATOMY 288
3. TYPES OF MUSCLE FIBERS 291
4. STRETCH-SENSITIVE RECEPTORS 294
5. ANATOMY OF THE MOTOR UNIT 296
6. PHYSIOLOGY OF THE MOTOR UNIT 298
Chapter 13
TECHNIQUES TO ASSESS MUSCLE
FUNCTION 307
1. INTRODUCTION 308
xxii
2. PRINCIPLES OF ELECTROMYOGRAPHY 309
3. INSERTIONAL ACTIVITY 310
4. END-PLATE ACTIVITIES 312
5. MOTOR UNIT ACTION POTENTIAL 314
6. QUANTITATIVE MEASUREMENTS 317
7. DISCHARGE PATTERN OF MOTOR UNITS 320
8. OTHER MEASURES OF MUSCLE FUNCTION 325
Chapter 14
TYPES OF ELECTROMYOGRAPHIC
ABNORMALITIES 339
1. INTRODUCTION 339
2. INSERTIONAL ACTIVITY 340
3. MYOTONIC DISCHARGE 343
4. SPONTANEOUS ACTIVITY 346
5. MOTOR UNIT POTENTIALS 356
6. RECRUITMENT PATTERN 362
Chapter 15
EXAMINATION OF NONLIMB MUSCLES 370
1. INTRODUCTION 370
2. MUSCLES OF THE FACE, LARYNX, AND NECK 371
3. EXTRAOCULAR MUSCLES 373
4. TRUNCAL MUSCULATURE 377
5. ANAL SPHINCTER 379
Chapter 16
SINGLE-FIBER AND MACRO
ELECTROMYOGRAPHY 384
1. INTRODUCTION 384
2. RECORDING APPARATUS 385
3. SINGLE-FIBER POTENTIAL 386
4. FIBER DENSITY 387
5. JITTER AND BLOCKING 389
6. MACRO AND SCANNING ELECTROMYOGRAPHY 394
7. CLINICAL VALUES AND LIMITATIONS 397
Part V
SPECIAL TECHNIQUES AND STUDIES
IN CHILDREN
xxiii
Chapter 17
THE BLINK REFLEX 409
1. INTRODUCTION 409
2. DIRECT VERSUS REFLEX RESPONSES 410
3. NORMAL VALUES IN ADULTS AND INFANTS 416
4. NEUROLOGIC DISORDERS WITH ABNORMAL BLINK
REFLEX 420
5. ANALYSIS OF THE R1 COMPONENT 429
6. ANALYSIS OF THE R2 COMPONENT 430
Chapter 18
THE F WAVE AND THE A WAVE 439
1. INTRODUCTION 439
2. PHYSIOLOGY OF THE F WAVE 440
3. THE A WAVE AND OTHER LATE RESPONSES 443
4. DETERMINATION OF F-WAVE LATENCY 446
5. MOTOR CONDUCTION TO AND FROM THE
SPINAL CORD 448
6. THE F WAVE IN HEALTH AND DISEASE 449
Chapter 19
H, T, MASSETER, AND OTHER REFLEXES 466
1. INTRODUCTION 466
2. H REFLEX AND T REFLEX 467
3. THE MASSETER AND PTERYGOID REFLEX 474
4. THE TONIC VIBRATION REFLEX 477
5. THE SILENT PERIOD, LONG-LATENCY REFLEX, AND
CORTICAL RESPONSE 478
6. OTHER REFLEXES 482
Chapter 20
THE SOMATOSENSORY EVOKED POTENTIAL 495
1. INTRODUCTION 496
2. TECHNIQUES AND GENERAL PRINCIPLES 496
3. FIELD THEORY 499
4. NEURAL SOURCES OF VARIOUS PEAKS 503
5. PATHWAYS FOR SOMATOSENSORY POTENTIALS 519
6. CLINICAL APPLICATIONS 525
xxiv
Chapter 21
MOTOR EVOKED POTENTIALS 553
1. INTRODUCTION 554
2. ELECTRICAL STIMULATION OF THE BRAIN AND SPINAL
CORD 554
3. TRANSCRANIAL MAGNETIC STIMULATION 556
4. STUDIES OF THE PERIPHERAL NERVE 562
5. CENTRAL CONDUCTION TIME 565
6. JERK-LOCKED AVERAGING 566
7. CLINICAL APPLICATIONS 567
Chapter 22
ELECTRODIAGNOSIS IN THE PEDIATRIC
POPULATION 586
1. INTRODUCTION 586
2. PRACTICAL APPROACH 586
3. MATURATIONAL PROCESS 588
4. NERVE CONDUCTION STUDIES 589
5. LATE RESPONSES 590
6. BLINK REFLEX 591
7. TESTS OF NEUROMUSCULAR TRANSMISSION 591
8. ELECTROMYOGRAPHY 593
9. SOMATOSENSORY EVOKED POTENTIALS 594
10. THE FLOPPY INFANT 594
Part VI
DISORDERS OF THE SPINAL CORD AND
PERIPHERAL NERVOUS SYSTEM
Chapter 23
MOTOR NEURON DISEASES AND
MYELOPATHIES 599
1. INTRODUCTION 599
2. MOTOR NEURON DISEASE 600
3. SPINAL MUSCULAR ATROPHY 606
4. CREUTZFELDT-JAKOB DISEASE 611
5. POLIOMYELITIS 612
6. SYRINGOMYELIA 613
7. MULTIPLE SCLEROSIS 614
8. OTHER MYELOPATHIES 615
XXV
Chapter 24
RADICULOPATHIES AND PLEXOPATHIES 628
1. INTRODUCTION 628
2. CERVICAL AND THORACIC ROOTS 629
3. BRACHIAL PLEXUS 632
4. LUMBOSACRAL ROOTS 637
5. LUMBOSACRAL PLEXUS 641
Chapter 25
POLYNEUROPATHIES 650
1. INTRODUCTION 651
2. NEUROPATHIES ASSOCIATED WITH GENERAL MEDICAL
CONDITIONS 652
3. INFLAMMATORY, INFECTIVE, AND AUTOIMMUNE
NEUROPATHIES 661
4. METABOLIC AND TOXIC NEUROPATHIES 668
5. INHERITED NEUROPATHIES 671
Chapter 26
MONONEUROPATHIES AND ENTRAPMENT
SYNDROMES 711
1. INTRODUCTION 712
2. CRANIAL NERVES 713
3. PHRENIC NERVE AND NERVES IN THE
SHOULDER GIRDLE 715
4. RADIAL NERVE 717
5. MEDIAN NERVE 719
6. ULNAR NERVE 724
7. NERVES OF THE PELVIC GIRDLE 727
8. COMMON PERONEAL NERVE 730
9. TIBIAL NERVE 731
10. SURAL NERVE 732
11. OTHER MONONEUROPATHIES 732
Part VII
DISORDERS OF MUSCLE AND THE
NEUROMUSCULAR JUNCTION
Chapter 27
MYASTHENIA GRAVIS AND OTHER DISORDERS
OF NEUROMUSCULAR TRANSMISSION 753
1. INTRODUCTION 753
xxvi
2. MYASTHENIA GRAVIS 754
3. LAMBERT-EATON MYASTHENIC SYNDROME 758
4. MYASTHENIA IN INFANCY 761
5. BOTULISM 764
6. OTHER DISORDERS 765
Chapter 28
MYOPATHIES 778
1. INTRODUCTION 779
2. MUSCULAR DYSTROPHY 779
3. CONGENITAL MYOPATHY 787
4. METABOLIC MYOPATHY 790
5. ENDOCRINE MYOPATHY 796
6. MYOSITIS 797
7. OTHER MYOPATHIES 802
Chapter 29
DISEASES CHARACTERIZED BY ABNORMAL
MUSCLE ACTIVITY 821
1. INTRODUCTION 821
2. MYOTONIA 822
3. PERIODIC PARALYSIS 827
4. NEUROMYOTONIA 829
5. SCHWARTZ-JAMPEL SYNDROME 831
6. MYOKYMIA 831
7. HEMIFACIAL AND HEMIMASTICATORY SPASM 832
8. TETANUS 834
9. TETANY 834
10. STIFFMAN SYNDROME 834
11. CRAMPS 835
12. CONTRACTURE 836
13. MYOCLONUS 837
14. TREMOR 838
15. MIRROR MOVEMENT 839
16. RESTLESS LEGS SYNDROME 839
17. DYSTONIA 839
Appendix 1
ETHICAL CONSIDERATIONS IN CLINICAL
PRACTICE 859
xxvii
Appendix 2
FUNDAMENTALS OF ELECTRONICS 861
1. INTRODUCTION 862
2. ELECTRICAL CONCEPTS AND MEASURES 862
3. ELECTRIC CIRCUITS AND CIRCUIT LAWS 863
4. CAPACITANCE 865
5. INDUCTANCE 868
6. AC CIRCUITS 871
7. FILTERS 872
8. SOLID-STATE DEVICES 875
9. DIGITAL ELECTRONICS 876
Appendix 3
ELECTRICAL SAFETY 879
1. INTRODUCTION 879
2. THE ELECTRICAL HAZARD SITUATION 879
3. THE SAFETY PROBLEM—LEAKAGE CURRENT AND LOSS
OF GROUND 882
4. ADDITIONAL SAFETY CONCERNS 882
5. SAFETY REGULATION DOCUMENTS 883
6. PROTOCOL FOR LABORATORY SAFETY 883
7. SPECIAL SAFETY DEVICES AND CIRCUITS 885
Appendix 4
HISTORICAL REVIEW 887
1. INTRODUCTION 887
2. EARLY DEVELOPMENTS 888
3. CLASSICAL ELECTRODIAGNOSIS 889
4. ELECTROMYOGRAPHY AND NERVE STIMULATION
TECHNIQUES 890
5. RECENT DEVELOPMENTS 892
Appendix 5
AAEE GLOSSARY OF TERMS IN CLINICAL
ELECTROMYOGRAPHY 897
INTRODUCTION 898
ALPHABETICAL LIST OF TERMS WITH DEFINITIONS 898
ILLUSTRATIONS OF SELECTED WAVEFORMS 919
TERMS GROUPED BY SUBJECT WITHOUT DEFINITION 943
INDEX 951
xxviii
Part I
BASICS OF
ELECTRODIAGNOSIS
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Chapter 1
ANATOMIC BASIS
FOR LOCALIZATION
1. INTRODUCTION
2. CRANIAL NERVES
Facial Nerve
Trigeminal Nerve
Accessory Nerve
3. ANTERIOR AND POSTERIOR RAMI
4. CERVICAL AND BRACHIAL PLEXUSES
Phrenic Nerve
Dorsal Scapular Nerve
Suprascapular Nerve
Musculocutaneous Nerve
Axillary Nerve
5. PRINCIPAL NERVES OF THE UPPER LIMB
Radial Nerve
Median Nerve
Ulnar Nerve
General Rules and Anomalies
6. LUMBAR PLEXUS AND ITS PRINCIPAL NERVES
Iliohypogastric Nerve
Ilioinguinal Nerve
Genitofemoral Nerve
Lateral Femoral Cutaneous Nerve
Femoral Nerve
Saphenous Nerve
Obturator Nerve
7. SACRAL PLEXUS AND ITS PRINCIPAL NERVES
Superior and Inferior Gluteal Nerves
Sciatic Nerve
Tibial Nerve
Common Peroneal Nerve
Sural Nerve
3
4 Basics of Electrodiagnosis
Cerebrum Stroke
Upper
DTR- Motor Brainstem M.S.
With Neuron
Sensory Spinal Cord Tumor
Change
Lower
Motor Peripheral Neuropathy
,DTR Nerve
Weakness Neuron
Upper
DTR Motor ALS
Neuron
Without
Sensory Anterior Poliomyelitis
Horn Cells
Change
Neuromuscular Myasthenia Gravis
DTR
Junction Myasthenic Syndrome
Myotonia
Without Muscle Muscular Dystrophy
Tenderness
Anatomical Dx Muscle Metabolic Myopathy
Table 1-1 Muscles Innervated by the Cranial Nerves and Cervical Plexus
Nerve Mesencephalon Pons Medulla C-2 C-3 C-4
Oculomotor Levator
palpebrae
Superior
rectus
Medial
rectus
Inferior
rectus
Inferior
oblique
Trochlear _ Superior
oblique
Trigeminal Masseter
Temporalis
Pterygoid
Abducens _ Lateral
rectus
Facial Frontalis
Orbicularis
oculi
Orbicularis
oris
Platysma
Digastric &
stylohyoid
muscles
Glosso- Laryngeal
pharyngeal muscles
Vagus Laryngeal
muscles
Accessory Laryngeal
(cranial muscles
root)
Hypoglossal Tongue
Accessory Sternocleidomastoid
(spinal Trapezius
root) Upper
Middle
Cervical Trapezius
plexus Lower
Phrenic Diaphragm
6 Basics of Electrodiagnosis
nerve, the muscles of facial expression. The cause a peripheral, rather than central,
laryngeal muscles receive innervation from type of facial palsy. The facial nerve com-
the glossopharyngeal and vagal nerves and plex exits the brainstem ventrolaterally at
the cranial root of the accessory nerve. The the caudal pons. Acoustic neuromas or
hypoglossal nerve supplies the tongue. The other cerebellopontine angle masses may
spinal root of the accessory nerve inner- compress the nerve in this area. After tra-
vates the sternocleidomastoid and upper versing the subarachnoid space, the facial
portion of the trapezius. Of these, the nerve enters the internal auditory meatus.
nerves most commonly tested in an elec- Here it begins the longest and most com-
tromyographic laboratory include the fa- plex intraosseous course of any nerve in
cial, trigeminal, and accessory nerves. the body. Within this segment lies the pre-
sumed site of lesion in Bell's palsy. Upon
exiting from the skull through the stylo-
Facial Nerve mastoid foramen, the facial nerve pene-
trates the superficial and deep lobes of the
The course of the facial nerve, from the nu- parotid gland. It then branches with some
cleus to the distal trunk, consists of four variation into five distal segments (Fig. 1-3).
arbitrarily subdivided segments (Fig. 1-2).
The central component, referred to as the
intrapontine portion, initially courses pos- Trigeminal Nerve
teriorly to loop around the sixth nerve nu-
cleus. Its elongated course makes it vul- The trigeminal nerve subserves all super-
nerable to various pontine lesions, which ficial sensation to the face and buccal and
Figure 1-2. Functional components of the facial nerve and the three major divisions of the trigeminal nerve.
The facial nerve (N, VII), consists of the portion at the stylomastoid foramen (A), middle segment distal to
the geniculate ganglion (B), and a more proximal segment that includes extrapontine and intrapontine path-
ways (C). [From Carpenter,3 with permission.]
Anatomic Basis for Localization 7
nasal mucosa. It also supplies the mus- cleus of the trigeminal nerve located in the
cles of mastication, which consist of the midpons, medial to the main sensory nu-
masseters, temporalis, and pterygoids. cleus. This pathway provides the anatomic
The ophthalmic and maxillary divisions of substrate for the masseter reflex. The first
the trigeminal nerve supply sensation to component of the blink reflex probably fol-
the upper and middle parts of the face, lows a disynaptic connection from the
whereas the mandibular division carries main sensory nucleus to the ipsilateral fa-
the sensory fibers to the lower portion of cial nucleus. The pathway for the second
the face as well as the motor fibers (see component, relayed through polysynaptic
Fig. 1-2). The first-order neurons, con- connections, include the ipsilateral spinal
cerned primarily with tactile sensation, nucleus and the facial nuclei on both
have their cell bodies in the gasserian gan- sides (see Fig. 17-1).
glion. Their proximal branches enter the
lateral portion of the pons and ascend to
reach the main sensory nucleus. Those Accessory Nerve
fibers subserving pain and temperature
sensation also have cell bodies in the The cranial accessory nerve has the cell
gasserian ganglion. Upon entering the bodies in the nucleus ambiguus. The
pons, their fibers descend to reach the fibers join the vagus nerve and together
spinal nucleus of the trigeminal nerve. distribute to the striated muscles of the
The first-order afferent fibers, subserv- pharynx and larynx. Thus, despite the tra-
ing proprioception from the muscles of ditional name, the cranial portion of the
mastication, have their cell bodies in the accessory nerve functionally constitutes a
mesencephalic nucleus. They make mono- part of the vagus nerve. The spinal ac-
synaptic connection with the motor nu- cessory nerve has its cells of origin in the
8 Basics of Electrodiagnosi
Figure 1-4. Communication between the last four cranial nerves on the right side viewed from the dorso-
lateral aspect. Note the division of the accessory nerve into the cranial accessory nerve, which joins the va-
gal nerve, and the spinal accessory nerve, which supplies the trapezius and sternocleidomastoid muscles.
[From Williams and Warwick,15 with permission.]
9
10 Basics of Electrodiagnosis
C6 forms the upper trunk, and that of C8 which gives rise to the musculocutaneous
and T1, the lower trunk, whereas the C7 nerve and its sensory branch, lateral an-
root alone continues as the middle trunk. tebrachial cutaneous nerve, and the outer
Each of the three trunks gives off anterior branch of the median nerve. The anterior
and posterior divisions. The posterior division of the lower trunk, forming the
cord, formed by the union of all three pos- medial cord, gives off the ulnar nerve, me-
terior divisions, gives off the subscapular dial antebrachial cutaneous nerve, and
nerve innervating teres major, thora- the inner branch of the median nerve.
codorsal nerve supplying latissimus dorsi The trunks pass through the supraclav-
and axillary nerve subserving deltoid and icular fossa under the cervical and scalenus
teres minor, and continues as the radial muscles, forming the cords just above the
nerve. The anterior divisions of the upper clavicle at the level of the first rib. Accom-
and middle trunks form the lateral cord, panied by the subclavian artery, the cords
12 Basics of Electrodiagnosis
traverse the space known as the thoracic imal portion of the upper trunk of the
outlet between the first rib and the clavi- brachial plexus, supplies the rhomboid
cle. Consequently, injuries above the clav- major and minor and a portion of the le-
icle affect the trunks; those below, the vator scapulae, which keeps the scapula
cords. A more distal lesion involves the attached to the posterior chest wall dur-
peripheral nerves that emerge from the ing arm motion. The rhomboid receives in-
cords between the clavicle and axilla. nervation only from a single root (C5) in
contrast to the other shoulder girdle mus-
cles supplied by multiple roots.
Phrenic Nerve
The phrenic nerve, one of the most impor- Suprascapular Nerve
tant branches of the cervical plexus, arises
from C3 and C4 roots and innervates the The suprascapular nerve arises from C5
ipsilateral hemidiaphragm (Table 1-1). and C6 roots through the upper trunk of
the brachial plexus. It reaches the upper
border of the scapula behind the brachial
Dorsal Scapular Nerve plexus to enter the suprascapular notch,
a possible site of entrapment. The nerve
The dorsal scapular nerve, derived from supplies the supraspinatus and infra-
C4 and C5 roots through the most prox- spinatus (Fig. 1-8).
to the lateral side (Fig. 1-10) giving off a terior cord, branching off the main truck
sensory branch, posterior antebrachial about 10 cm above the wrist as the su-
cutaneous nerve, which innervates the perficial radial nerve, which supplies the
skin of the lateral arm and the dorsal fore- skin over the lateral aspect of the dorsum
arm. As the nerve emerges from the spi- of the hand.
ral groove, it supplies the brachioradialis,
the only flexor innervated by the radial
nerve, and, slightly more distally, the ex- Median Nerve
tensor carpi radialis longus. Located lat-
eral to the biceps at the level of the lat- The median nerve arises from the lateral
eral epicondyle, it enters the forearm and medial cords of the brachial plexus
between the brachialis and brachioradi- as a mixed nerve derived from the C6 and
alis. At this point, it divides into a mus- T1 roots (Fig. 1-8). It supplies most fore-
cle branch, the posterior interosseous arm flexors and the muscles of the thenar
nerve, and a sensory branch, which sur- eminence. It also subserves sensation to
faces in the distal third of the forearm. the skin over the lateral aspect of the palm
The muscle branch innervates the supina- and the dorsal surfaces of the terminal
tor, the abductor pollicis longus, and all phalanges, along with the volar surfaces
the extensor muscles in the forearm: ex- of the thumb, the index and middle fin-
tensor carpi radialis longus and brevis, gers, and half of the ring finger. The sen-
extensor carpi ulnaris, extensor digitorum sory fibers of the index and middle fingers
communis, extensor digiti minimi, exten- enter the C7 root through the lateral cord
sor pollicis longus and brevis, and exten- and middle trunk, whereas the skin of the
sor indicis. The sensory fibers, originating thumb receives fibers mainly from C6,
from the C6 and C7 roots, pass through with some contribution from the C7 root,
the upper and middle trunks and the pos- through the lateral cord and upper or mid-
dle trunk. The median nerve innervates hamate to reach the lateral aspect of the
no muscles in the upper arm (Fig. 1-11). hand, where it reaches the adductor pol-
It enters the forearm between the two licis and medial half of the flexor pollicis
heads of the pronator teres, which it sup- brevis. Along its course from hypothenar
plies along with the flexor carpi radialis, to thenar eminence, the deep branch also
palmaris longus, and flexor digitorum su- innervates the three volar and four dorsal
perficialis. A pure muscle branch, called interossei, and lumbricals III and IV.
the anterior interosseous nerve, inner-
vates the flexor pollicis longus, pronator
quadratus, and flexor digitorum profun- General Rules and Anomalies
dus I and II. The main median nerve de-
scends the forearm and, after giving off Table 1-2 summarizes the pattern of
the palmar sensory branch, which inner- nerve supply in the upper limbs. One can-
vate the skin over the thenar eminence, not memorize the exact innervation for all
passes through the carpal tunnel between the individual muscles, but learning cer-
the wrist and palm. It supplies lumbricals tain rules helps broadly categorize mus-
I and II after giving rise to the recurrent cles. The radial nerve innervates the bra-
thenar nerve at the distal edge of the chioradialis, triceps, and with its main
carpal ligaments. This muscle branch to terminal branch, the posterior interos-
the thenar eminence innervates the ab- seous nerve, all the extensors in the fore-
ductor pollicis brevis, the lateral half of arm, but none of the intrinsic hand mus-
the flexor pollicis brevis, and the oppo- cles. The radial nerve innervates only the
nens pollicis. extensors, with the exception of brachio-
radialis, an elbow flexor in the neutral or
half-pronated position. The nerve sub-
Ulnar Nerve serves all the extensors of the upper limb
except for the four lumbricals, which,
The ulnar nerve, as a continuation of the supplied by median and ulnar nerves, ex-
medial cord of the brachial plexus, derives tend the digits at the interpharangeal
its fibers from the C8 and T1 roots (Fig. joints. The median nerve supplies most
1-8). It lies in close proximity to the me- flexors in the forearm, in addition to the
dian nerve and brachial artery at the ax- intrinsic hand muscles of the thenar em-
illa. In this position, the ulnar nerve inence and lumbricals I and II. The ante-
passes between the biceps and triceps, rior interosseus nerve branches off the
and then deviates posteriorly at the mid- median nerve trunk in the forearm to in-
portion of the upper arm and becomes su- nervate the flexor digitorum profundus I
perficial behind the medial epicondyle and II, flexor pollicis longus, and prona-
(Fig. 1-9). After entering the forearm, it tor quadratus. With the exception of the
supplies the flexor carpi ulnaris and flexor flexor carpi ulnaris and the flexor digito-
digitorum profundus III and IV, and gives rum profundus III and IV, the ulnar nerve
rise to the dorsal cutaneous branch of the supplies only intrinsic hand muscles, in-
ulnar nerve, which innervates the skin cluding all the interossei.
over the medial aspect of the dorsum of The most common anomaly of innerva-
the hand. It then passes along the medial tion in the upper limb results from the
aspect of the wrist to enter the hand, presence of a communicating branch from
where it gives off two branches (see Chap- the median to the ulnar nerve in the fore-
ter 26-6). The superficial branch supplies arm. The fibers involved in this crossover,
the palmaris brevis and the skin distally called the Martin-Gruber anastomosis,
from the wrist over the medial aspect of usually supply ordinarily ulnar-innervated
the hand, including the hypothenar emi- intrinsic hand muscles. Thus, the anom-
nence, the fifth digit, and half of the fourth alous fibers form a portion of the ulnar
digit. The deep muscle branch first in- nerve that, instead of branching off from
nervates the hypothenar muscles, that is, the medial cord of the brachial plexus,
abductor, opponens, and flexor digiti min- takes an aberrant route distally along with
imi. It then deviates laterally around the the median nerve and then reunites with
Table 1-2 Innervation of Shoulder Girdle and Upper Limb Muscles
Nerve C-4 C-5 C-6 C-7 C-8 T-l
Dorsal Levator scapulae
scapular Rhomboideus
major &
minor
Supra - Supraspinatus
scapular Infraspinatus
Axillary Teres minor .
Deltoid
Anterior
Middle
Posterior
Subscapular Teres major .
Musculo- Brachialis
cutaneous Biceps brachii
Coraco-
brachialis
Long thoracic Serratus. anterior
Anterior Pectoralis major .
thoracic (clavicular part)
Pectoralis major .
(sternocostal part)
Pectoralis minor .
Thoracodorsal Latissimus dorsi
Radial Brachioradialis
nerve Extensor carpi
radialis
longus &
brevis
Triceps—long,
lateral &
medial heads
Anconeus
Posterior Supinator .
interosseous Extensor
nerve carpi
Extensor
digitorum
Extensor
digiti minimi
Abductor
pollicis
longus.
Extensor
pollicis
longus
Extensor
pollicis
brevis .
Extensor
indicis
Median Pronator
nerve teres
Flexor carpi
radialis
Palmaris
longus.
Flexor
digitorum
sublimis
Abductor
pollicis
brevis
Flexor
pollicis
brevis
(superficial
head)
Lumbrlcals
I&II
Opponens
pollicis
Anterior Flexor
Interosseous digitorum
nerve profundus
I&II
Flexor
pollicis
longus —
Pronator
quadratus
Ulnar Flexor
nerve dlgltorum
profundus
III & IV _
Flexor
carpi
ulnarls
. Adductor
pollicls
. Flexor
pollicls
brevls
(deep
head)
. Abductor
digitl
minimi —
Opponens
dlgltl
minimi —
. Flexor
digitl
minimi —
Volar
interossel
. Dorsal
interossel
Lumbrlcals
III & IV
Table 1-3 Innervation of Pelvic Girdle and Lower Limb Muscles
Nerve L-2 L-3 L-4 L-5 8-1 8-2
Femoral Iliopsoas _
nerve Pectineus
Sartorius - Sartorius
Vastus Intermedius
Rectus femoris
Vastus lateralis .
Vastus medialis
Obturator Gracilis
nerve Adductor longus & brevis
Adductor- magnus
Obturator externus
Superior Gluteus- medius
gluteal Gluteus
nerve minimus
Tensor fasciae latae
Inferior Gluteus maximus
gluteal nerve
Sacral Obturator
plexus internus
Superior & inferior
gemelli
Quadratus femoris
Piriformis
Sciatic nerve trunk
Peroneal Biceps femoris
division short head
Tibial Semi tendinosus
division Semi membranosus
Biceps
femoris
long head.
Common peroneal nerve . Tibialis anterior
Deep Extensor digitorum longus
peroneal nerve Extensor digitorum brevis.
Peroneus tertius
Extensor
hallucis
longus .
Superficial Peroneus longus
peroneal nerve Peroneus brevis
Tibial Tibialis posterior
nerve Popliteus
Flexor digitorum longus
Flexor hallucis longus
Gastrocnemius
Medial
head.
Lateral
head
Soleus
Medial Flexor digitorum brevis
plantar nerve Flexor hallucis brevis
Abductor hallucis
Lumbrical I
Lateral Abductor digiti minimi
plantar nerve Adductor hallucis
Flexor digiti minimi
Interossei
Quadratus plantae
Lumbricals II, III, IV
20 Basics of Electrodiagnosis
Saphenous Nerve
The saphenous nerve, the largest and
longest sensory branch of the femoral
nerve, receives maximum 11innervation
through the L3 and L4 roots and sup-
plies the skin over the medial aspect of
the thigh, leg, and foot. It accompanies
the femoral artery in the femoral triangle,
then descends medially under the sarto-
rius muscle. The nerve gives off the in-
frapatellar branch at the lower thigh,
which supplies the medial aspect of the
knee. The main terminal branch descends
along the medial aspect of the leg, ac-
companied by the long saphenous vein. It
Figure 1-14. Anterior rami of the lumbosacral passes just anterior to the medial malle-
spinal nerve forming the sacral plexus with the ma- olus, supplying the medial side of the foot.
jor nerves derived from this plexus. The shaded por-
tion indicates the dorsal divisions. [From Anson,1
with permission.]
Obturator Nerve
nel, the nerve gives off an anterior branch, The obturator nerve arises from the ante-
which supplies the skin over the lateral rior divisions of the L2 through L4 roots
and anterior surface of the thigh, and a (Fig. 1-15). Formed within the psoas mus-
posterior branch, which innervates the cle, it enters the pelvis immediately ante-
lateral and posterior portion of the thigh. rior to the sacroiliac joint. As it passes
through the obturator canal, the obturator
nerve gives off an anterior branch, which
Femoral Nerve supplies the adductor longus and brevis
and the gracilis, and a posterior branch,
The femoral nerve, formed near the verte- which innervates the obturator externus
bral canal, arises from the anterior rami and half of the adductor magnus muscle.
of the L2 through L4 roots (Fig. 1-15). The The sensory fibers supply the skin of the
nerve reaches the front of the leg passing upper thigh over the medial aspect and
along the lateral edge of the psoas mus- send anastomoses to the saphenous nerve.
cle, which it supplies together with the il-
iacus. It then exits the pelvis under the
inguinal ligament just lateral to the 7 SACRAL PLEXUS AND ITS
femoral artery and vein. Its sensory PRINCIPAL NERVES
branches supply the skin of the anterior
thigh and medial aspect of the calf. The
muscle branch innervates the pectineus The sacral plexus arises from the L5, S1,
and the sartorius, as well as the quadri- and S2 roots in front of the sacroiliac joint
ceps femoris, which consists of the rectus (Figs. 1-13 and 1-14). Designation as the
Anatomic Basis for Localization 23
lumbosacral plexus implies an intercon- Table 1-3 summarizes the nerves derived
nection between the sacral and lumbar from the sacral plexus, and the muscles
plexi. Common anomalous derivations in- that they innervate.
clude a prefixed pattern with a major con-
tribution of the L4 root to the sacral Superior and Inferior
plexus or a postfixed form with the L5 Gluteal Nerves
root supplying mainly the lumbar plexus.
The sacral plexus gives rise to the supe- The superior gluteal nerve, derived from
rior gluteal nerve, derived from the L4, L5, the L4 through S1 roots, innervates the
and S1 roots, and the inferior gluteal gluteus medius and minimus, and the
nerve, which arises from the L5, S1, and tensor fascia lata, which together abduct
S2 roots. The sciatic nerve, the largest and rotate the thigh internally. The infe-
nerve in the body, arises from the L4 rior gluteal nerve, arising from the L5
through S2 roots. After giving off branches through S2 roots, innervates the gluteus
to the hamstring muscles, it divides into maximus, which extends, abducts, and
the tibial and common peroneal nerves. externally rotates the thigh.
24 Basics of Electrodiagnosis
furcation occurs within one centimeter of communicating branch called the acces-
the malleolar-calcaneal axis in 90 percent sory deep peroneal nerve may arise from
of feet.4 the superficial peroneal nerve at the knee
The medial plantar artery, which ac- to innervate the lateral portion of the ex-
companies the medial plantar nerve, tensor digitorum brevis (see Chapter 7-4).
serves as the landmark to locate the nerve The deep peroneal nerve also supplies the
just below the medial malleolus. The mus- skin over a small, wedge-shaped area be-
cle branches innervate the abductor hal- tween the first and second toes.
lucis, flexor digitorum brevis, and flexor
hallucis brevis. The sensory fibers of the
medial plantar nerve supply the medial Sural Nerve
anterior two thirds of the sole and the
plantar skin of the first three toes and part The sural nerve originates from the union
of the fourth toe. The lateral plantar nerve of the medial sural cutaneous branch of
winds around the heel to the lateral side the tibial nerve and the sural communi-
of the sole to innervate the abductor dig- cating branch of the common peroneal
iti minimi, flexor digiti minimi, abductor nerve. It arises below the popliteal space,
hallucis, and interossei. It supplies the descends between the two bellies of the
skin over the fifth toe, the lateral half of gastrocnemius, winds behind the lateral
the fourth toe, and the lateral aspect of malleolus, and reaches the dorsum of the
the sole. fifth toe. It receives maximum innervation
from the S1 root, with the remainder com-
ing from the L5 or S2 root,11 and supplies
Common Peroneal Nerve the skin over the posterolateral aspect of
the distal leg and lateral aspect of the foot.
The common peroneal nerve arises as an As one of the few readily accessible sen-
extension of the lateral popliteal nerve, sory nerves in the lower limbs, the sural
which branches off laterally from the sci- nerve offers an ideal site for biopsy, espe-
atic trunk in the politeal fossa (Fig. 1-15). cially because its removal induces only
It consists of fibers derived from the L4, minimal sensory changes. A fascicular
L5, and S1 roots. Immediately after its ori- biopsy of the sural nerve allows in vitro
gin, the nerve becomes superficial as it recording of nerve action potentials (see
winds around the head of the fibula lat- Chapter 4-4). Therefore, in vivo studies of
erally. After entering the leg at this posi- the sural nerve before such a procedure
tion, it gives off a small recurrent nerve provide an interesting opportunity to cor-
that supplies sensation to the patella and relate the data directly with in vitro con-
then bifurcates into the superficial and duction characteristics and the histologic
deep peroneal nerves. findings of the biopsy speciman.5
The superficial peroneal nerve, also
known as the musculocutaneous nerve,
supplies the peroneus longus and brevis,
which plantar-flex and evert the foot. After REFERENCES
descending between the peroneal muscles,
it divides into medial and intermediate 1. Anson BJ: An Atlas of Human Anatomy, ed 2.
dorsal cutaneous nerves. These sensory WB Saunders, Philadelphia, 1963.
branches pass anterior to the extensor reti- 2. Berry MM, Standing SM, Banister LH: Nervous
naculum and supply the anterolateral as- System. In Williams (ed): Gray's Anatomy, ed 38.
pect of the lower half of the leg and dor- Churchill Livingstone, New York, 1995.
3. Carpenter MB: Human Neuroanatomy, ed 7.
sum of the foot and toes. Williams & Wilkins, Baltimore, 1976.
The deep peroneal nerve innervates the 4. Dellong AL, Mackinnon SE: Tibial nerve branch-
muscles that dorsiflex and evert the foot. ing in the tarsal tunnel. Arch Neurol 41:645-646,
These muscles include the tibialis ante- 1984.
rior, extensor digitorum longus, extensor 5. Dyck PJ, Lambert EH, Nichols PC: Quantitative
measurement of sensation related to compound
hallucis longus, peroneus tertius, and ex- action potential and number and size of myeli-
tensor digitorum brevis. An anomalous nated fibers of sural nerve in health, Friedreich's
26 Basics of Electrodiagnosis
ataxia, hereditary sensory neuropathy and tabes 10. Perotto A: Anatomical Guide for the Elec-
dorsalis. In Remond A (ed): Handbook of Elec- tromyographer: The Limbs and Trunk, ed 3,
troencephalography and Clinical Neurophysiol- Charles C Thomas, Springfield, IL, 1996.
ogy, Vol 9. Elsevier, Amsterdam, 1971, pp 83-118. 11. Phillips II LH, Park TS: Electrophysiological
6. Goodgold J: Anatomical Correlates of Clinical mapping of the segmental innervation of the
Electromyography. Williams & Wilkins, Balti- saphenous and sural nerves. Muscle Nerve 16:
more, 1974. 827-831, 1993.
7. The Guarantors of Brain: Aids to the Examina- 12. Ranson SW, Clark SL: The Anatomy of the Ner-
tion of the Peripheral Nervous System. WB Saun- vous System: Its Development and Function, ed
ders, Philadelphia, 1987. 10. WB Saunders, Philadelphia, 1959.
8. Nori S, Soo KC, Green RF, Strong EW, Mee SM: 13. Sunderland S: Nerves and Nerve Injuries, ed 2.
Utilization of intraoperative electroneurography Churchill Livingstone, New York, 1978.
to understand the innervation of the trapezius 14. Warfel JH: The Head, Neck and Trunk, ed 6. Lea
muscle. Muscle Nerve 20:279-285, 1997. & Febiger, Philadelphia, 1993.
9. Patten J: Neurological Differential Diagnosis, ed 15. Williams PL, Warwick R: Gray's Anatomy, ed 36
2. Springer-Verlag, New York, 1995, p. 297. (British). Churchill Livingstone, Edinburgh, 1980.
Chapter 2
ELECTRICAL PROPERTIES
OF NERVE AND MUSCLE
1. INTRODUCTION
2. TRANSMEMBRANE POTENTIAL
Ionic Concentration of Cells
Nernst Equation
Sodium-Potassium Pump
Goldman-Hodgkin-Katz Equation
3. GENERATION OF ACTION POTENTIAL
All-or-None Response
Local Current
Afterpotentials
4. VOLUME CONDUCTION AND WAVEFORM
Diphasic Recording of Action Potential
Effect of Volume Conduction
Analysis of Triphasic Waveform
Near-Field and Far-Field Potentials
act as a volume conductor, where the po- brane, with a relative negativity inside the
sition of the recording electrode relative to cell as compared to outside. This steady
the generator source dictates the wave- transmembrane potential measures ap-
form of the recorded potentials. proximately 52-90 mV in human skeletal
muscle cells, but it varies from one tis-
sue to another, ranging from -20 mV to
2 TRANSMEMBRANE -100 mV. Second, intracellular fluid has
POTENTIAL a much higher concentration of potassium
(K+) and lower concentration of sodium
(Na+) and chloride (Cl~) ions relative to the
Understanding membrane physiology at extracellular fluid (Table 2-1).
the cellular level forms the basis for elec-
trophysiologic examination in the clinical
domain. This section deals with the ionic Nernst Equation
concentration of cell plasma and its role in
maintaining transmembrane potentials. In the steady state, the influx of an ion
The next sections summarize the basic precisely counters the efflux, maintaining
physiology of the propagating action po- an equilibrium. Thus, various factors that
tential recorded through volume conduc- determine the direction and the rate of the
tors. The following comments, intended ionic flow together must exert a balanced
merely as a background for forthcoming force. Measuring the ionic concentration,
discussion, covers only the fundamental therefore, provides a calculation of the
principles relevant to clinical electrophysi- equilibrium potential—that is, the trans-
ology. Subsequent sections, such as Chap- membrane potential theoretically required
ters 7, 8, and 20 further elaborate on these to establish such a balance (Fig. 2-1).
points. Interested readers can find a more In the case of potassium, for example, the
detailed account of basic cell physiology in ionic difference tends to push potassium
established texts.4,7,26,27,29,33,34,44,47,62,63 from inside to outside the cell, reflecting the
higher concentration inside. This force per
mole of potassium, or its chemical work
Ionic Concentration of Cells (Wc), increases in proportion to the loga-
rithm of the ratio between internal and ex-
The muscle membrane constitutes the ternal concentration of the cation, (K+)i and
boundary between intracellular fluid in cell (K+)0, according to the equation
cytoplasm and extracellular interstitial flu-
ids. Both contain approximately equal
numbers of ions dissolved in water but dif- where R represents the universal gas con-
fer in two major aspects. First, an electri- stant, T, the absolute temperature, i, in-
cal potential exists across the cell mem- side, o, outside, and log(e), natural loga-
rithm.
Table 2-1 Compositions of Extracellular The energy required to counter this
and Intracellular Fluids of force must come from the negative equi-
Mammalian Muscle librium potential (Ek) pulling the positively
Extra- Intra- Equilibrium charged potassium from outside to inside
cellular cellular Potential the cell. This force per mole of potassium,
(mmol/1) (mmol/1) (mV) or the electrical work (We), increases in
Cations
+
proportion to the transmembrane voltage
Na+ 145 12 66 Ek, according to the equation
K 4 155 -97
Others 5 — —
Anions
cl 120 4 -90 where F represents the number of cou-
HCO 3 27 8 -32 lombs per mole of charge and Zk the va-
Others 7 155 — lence of the ion.
Potential 0 mV -90 mV
In the steady state, the sum of these two
From Patton,48 with permission. energies, Wc and We, must equal zero, as
Electrical Properties of Nerve and Muscle 29
and
Sodium-Potassium Pump
In the case of potassium, an additional
factor, the active transport of potassium
by an energy-dependent pump, explains
the small discrepancy between Ek(-97
Figure 2-1. Simplified scheme of active and passive mV) and Em(-90 mV). Here, the forces
fluxes of potassium (K+), sodium (Na+), and chloride pulling potassium from outside to inside
(Cl~) in the steady state with driving force on each ion
shown by vectors. For potassium, the efflux along the the cell consist of the potential difference
concentration gradient equals the influx caused by the (-90 mV) and the active potassium trans-
electrical force plus the active influx by the sodium- port (approximately equivalent to —7 mV).
potassium pump. For sodium, the electrical and Together they counter almost exactly the
chemical gradient produces only a small influx be-
cause of membrane resistence. The sum of the two concentration gradient pushing potas-
equals the active efflux by the sodium-potassium sium from inside to outside the cell. In the
pump. For chloride, the concentration gradient almost case of sodium, both the concentration
exactly counters the electrical force. The ratio of gradient and potential difference (-90
sodium and potassium exchange by a common elec- mV) pull the ion from outside to inside the
trogenic pump averages 3:2, although this diagram il-
lustrates a neutral pump with a ratio of 1:1. cell. Nonetheless, this cation remains in
equilibrium because of its impermeability
through a mechanical barrier imposed by
they represent forces with opposite vec- the structure of the cell membrane. Active
tors. Therefore, transport of sodium from inside to outside
counters the small amount of sodium that
does leak inwards.
Thus, the Nernst equation provides the This energy-dependent process, known
theoretical potassium equilibrium poten- as the potassium-sodium pump, trans-
tial Ek as follows ports sodium outward in exchange for the
inward movement of potassium. Although
Figure 2-1 depicts a neutral pump that
The same equation applies to calculate the exchanges one sodium ion for every potas-
sodium and chloride equilibrium poten- sium ion actively transported inward, the
tials, Ena and Ecl, as follows: actual ratio of sodium and potassium ex-
30 Basics of Electrodiagnosis
of this regenerative sequence, an action po- channels fail to open for a few millisec-
tential develops explosively to its full size. onds even with depolarization above the
The dramatic change in sodium perme- critical level, giving rise to the refractory
ability during the course of the action po- period (see Chapter 8-2). This inactivation
tential results in a reversal of membrane of sodium conductance, together with in-
potential from -80 or -90 mV to +20 or creased potassium permeability, results
+30 mV. In other words, a switch from the in rapid recovery of the cell membrane
potassium to the sodium equilibrium con- from depolarization. After the potential
stitutes generation of an action potential. falls precipitously toward the resting level,
This shift of intracellularly recorded mem- a transient increase in potassium con-
brane potential from negative to positive ductance hyperpolarizes the membrane,
gives rise to negative spike when recorded which then returns slowly to the resting
extracellularly according to the convention value, completing the cycle of repolariza-
in clinical electrophysiology. tion. The amount of sodium influx and
In the depolarized membrane, perme- potassium efflux during the course of an
ability to potassium ions also increases as action potential alters the concentration
a result of a molecular change, but only gradients of these two ions very little.
after a delay of about one millisecond. At Although repolarization primarily results
about the same time, the increased per- from a delayed increase in potassium con-
meability to sodium falls again to near the ductance in squid giant axon,28 this may
resting value with closure or inactivation not apply to mammalian peripheral or cen-
of sodium channels. Inactivated sodium tral myelinated axons.61 Voltage clamp ex-
32 Basics of Electrodiagnosis
periments indicate that sodium channels of the cell positive in that local region, re-
abound at the nodes of Ranvier, where flecting elevated sodium conductance.
potassium conductance may be minimal or Intracellular current then flows from the
absent in the intact 9mammalian peripheral active area to the adjacent, negatively
myelinated axons8'40 '4950 or mammalian dor- charged, inactive region. A return flow
sal column axons. ' In contrast, potas- through the extracellular fluid from the
sium channels are distributed all along the inactive 10to active region completes the
internodes, although paranodal regions current. In other words, a current en-
also contain some sodium conductance. ters the cell at the site of depolarization
Theoretically, the availability of potassium (sink) and passes out to adjacent regions
conductance facilitates repolarization, but of the polarized membrane (source) (see
at a cost of prolonging the refractory pe- Fig. 4-3). This local current tends to de-
riod. In mammalian fibers, the absence of polarize the inactive regions on both sides
potassium channels at the node of Ran- of the active area. When depolarization
vier, combined with the fast inactivation of reaches the threshold, an action potential
sodium conductance, allows an increased occurs, giving rise to a new local current
rate of firing (see Chapter 8-2). further distally and proximally. Thus, an
impulse, once generated in the nerve
axon, propagates in both directions from
Local Current the original site of depolarization, initiat-
ing orthodromic as well as antidromic vol-
An action potential initiated at one point leys of the action potential (see Chapter
on the cell membrane renders the inside 4-3).
Figure 2-3. Diagrammatic representation of an action potential in A fibers of the cat, with the spike and
negative and positive afterpotentials drawn in their correct relative size and true relationships. [From Gasser,21
with permission.]
Electrical Properties of Nerve and Muscle 33
Afterpotentials
In an extracellular recording, an action po-
tential consists of an initial negative spike
of about one millisecond duration repre-
senting the intracellular positive spike of
depolarization, and two subsequent after-
potentials, negative, or depolarizing, and
positive, or hyperpolarizing (Fig. 2-3). The
negative afterpotential, an externally nega-
tive deflection grafted onto the declining
phase of the negative spike, corresponds to
a super-normal period of excitability. This
phase results from sustained internodal
positivity and the extracellular accumula-
tion of potassium ions associated with the
generation of an action potential. The sub-
sequent positive afterpotential, a prolonged
externally positive deflection signals a sub-
normal period of excitability. This phase re-
flects the elevated potassium conductance
at the end of the action potential and an
increased rate of the potassium-sodium
pump to counter the internal sodium con-
centration (see Chapter 8-2).
4 VOLUME CONDUCTION
AND WAVEFORM Figure 2-4. Diphasic (top) and monophasic record-
ing (bottom) of an action potential represented by the
shaded area. As the impulse propagates from left to
right in the top series, the two electrodes see no po-
Diphasic Recording of tential difference in a, c, and e. Relative to the ref-
Action Potential erence electrode ( G2), the active electrode (G1) be-
comes negative in b, and positive in d, resulting in
A pair of electrodes placed on the surface a diphasic potential. In the bottom tracing, the dark-
of a nerve or muscle at rest register no ened area on the right indicates a killed end with
permanent depolarization, making G1 positive rela-
difference of potential between them. If, in tive to G2 in a', c', and d'. In b', G1 and G2 have no
the tissue activated at one end, the prop- potential difference, causing upward deflection from
agating action potential reaches the near- the positive baseline to 0 potential.
est electrode (G1), then G1 becomes neg-
ative relative to the distant electrode (G2).
This results in an upward deflection of the tive relative to G2. Therefore, the trace now
tracing according to the convention of shows a downward deflection. It then re-
clinical electrophysiology (although one turns to the baseline as the nerve activ-
could also set the oscilloscope to display ity becomes too distant to affect the elec-
negativity of G1 as a downward deflection trical field near the recording electrodes.
as some investigators do against the gen- This produces a diphasic51action potential
eral trend.) With further passage of the as shown in Figure 2-4.
action potential, the trace returns to the
baseline at the point where the depolar-
ized zone affects G1 and G2 equally. When Effect of Volume Conduction
the action potential moves further away
from G1 and toward G2, G2 becomes neg- The above discussion dealt with a directly
ative relative to G1, or G1 becomes posi- recorded action potential in animal ex-
34 Basics of Electrodiagnosis
changes arise as two sufficiently close wave region near the electrode, however, lack the
fronts travel in the volume conductor from initial positivity, in the absence of an ap-
left to right (Fig. 2-6). This results in a proaching volley. A compound muscle ac-
positive-negative-positive triphasic wave as tion potential, therefore, appears as a neg-
the moving fronts of the leading and trail- ative-positive diphasic waveform when
ing dipoles, representing depolarization and recorded with the active electrode near the
repolarization, approach, reach, and finally end-plate region where the volley initiates.
pass beyond the point of the recording elec- In contrast, a pair of electrodes placed away
trode. Thus, an orthodromic sensory action from the activated muscle registers a posi-
potential from a deeply situated nerve gives tive-negative diphasic potential indicating
rise to a triphasic waveform in surface that the impulse approaches but does not
recording. The potentials originating in the reach the recording site.
The number of triphasic potentials gen-
erated by individual muscle fibers sum-
mate to give rise to a motor unit potential
recorded in electromyography (see Chap-
ter 13-5). The waveform of the recorded
potential varies with the location of the
recording tip relative to the source of the
muscle potential.6,19,23,57,59 Thus, the
same motor unit shows multiple profiles
depending on the site of the exploring nee-
dle. Moving the recording electrode short
distances away from the muscle fibers re-
sults in an obvious reduction in ampli-
tude. Additionally, the duration of the
positive-to-negative rising phase, or rise
time, becomes greater. The rise time gives
an important clue in determining proxim-
ity to the generator source. Amplitude
may not serve for this purpose, because
it may decrease with smaller muscle fibers
or lower fiber density.
According to the volume conductor
theory, the location of the needle dictates
the waveform of recorded potentials.
Thus, the same single fiber discharge may
Figure 2-6. Triphasic potential characterized by be registered as initially positive triphasic
amplitude, duration (A-D), and rise time (B-C). A
pair of wave fronts of opposite polarity represent de- fibrillation potential, initially negative
polarization and repolarization. The action potential biphasic endplate spike, or initially posi-
travels from left to right in a volume conductor with tive biphasic positive sharp wave (see
the recording electrode (G1)near the active region Chapter 14-4). Despite this prevailing
and the reference electrode (G2) on a remote inac-
tive point. A. G1 initially registers the positivity of
unifying concept,14'15 an accurate de-
the first dipole, which subtends a greater solid an- scription of the observed potential often
gle ( d) than the second dipole of negative front ( r). provides clinically useful information.41'42
B. The relationship shown in A reverses, with grad- For example, positive sharp waves re-
ual diminution of d, compared with r, as the ac- corded in the absence of fibrillation po-
tive region approaches GI. C. The maximal negativ-
ity signals the arrival of the impulse directly under tentials may imply subliminal hyperex-
G1, which now registers only negative ends of the citability of single muscle fibers, that
dipoles. D. The negativity declines as G1 begins to "spontaneously" fire only with mechanical
register the positive end of the second dipole. E. The irritation of the needle. If the tip of a nee-
polarity reverses again as r exceeds d.F. The trace dle blocks a propagating impulse, the
returns to the baseline when the active region moves
further away. The last positive phase, though recorded potential appears as a positive
smaller in amplitude, lasts longer than the first, in- sharp wave signaling only the approach of
dicating a slower time course of repolarization. the positive front of depolarization.
36 Basics of Electrodiagnosis
voltage-gated sodium channels. Physiol Rev 72: Physiological Society, Bethesda, MD, 1977, pp
S15-48, 1992. 99-136.
9. Chiu SY, Ritchie JM, Rogart RB, Stagg D: A 27. Hodgkin AL: The Conduction of the Nervous Im-
quantitative description of membrane currents pulse. The Sherrington Lectures, Vol 7. Liver-
in rabbit myelinated nerve. J Physiol (Lend) 292: pool University Press, Liverpool, 1965.
149-166, 1979. 28. Hodgkin AL, Huxley AF: A quantitative descrip-
10. Clark J, Plonsey R: The extracellular potential tion of membrane current and its application to
field of the single active nerve fiber in a volume conduction and excitation in nerve. J Physiol
conductor. Biophys J 8:842-864, 1968. (Lond) 117:500-544, 1952.
11. Cunningham K, Halliday AM, Jones SJ: Station- 29. Hodgkin AL: Ionic movements and electrical ac-
ary peaks caused by abrupt changes in volume tivity in giant nerve fibers. Proc R Soc (Lond) Ser
conductor dimensions: potential field modelling. B 148:1-37, 1958.
Abstract. Electroencephalogr Clin Neurophysiol 30. Jewett DL: Volume-conducted potentials in re-
61:S100, 1985. sponse to auditory stimuli as detected by aver-
12. DeLisa JA, Kraft GH, Gans BM: Clinical elec- aging in the cat. Electroencephalogr Clin Neu-
tromyography and nerve conduction studies. rophysiol 28:609-618, 1970.
Orthop Rev 7:75-84, 1978. 31. Jewett DL, Williston JS: Auditory-evoked far
13. Desmedt JE, Huy NT, Carmeliet J: Unexpected fields averaged from the scalp of humans. Brain
latency shifts of the stationary P9 somatosen- 94:681-696, 1971.
sory evoked potential far field with changes in 32. Jones SJ: Insights into the origin of subcortical
shoulder position. Electroencephalogr Clin Neu- SEPs gained from potential field models. In
rophysiol 56:623-627, 1983. Kimura J, Shibasaki H (eds): Recent Advances
14. Dumitru D: Single muscle fiber discharges (in- in Clinical Neurophysiology, Elsevier Science,
sertional activity, end-plate potentials, positive England, 1996, pp 255-259.
sharp waves, and fibrillation potentials): A uni- 33. Kandel E, Schwartz JH, (eds): Principles of
fying proposal. Muscle Nerve 19:221-226, 1996. Neural Science, ed 2. Elsevier, Amsterdam,
15. Dumitru D: Issues & Opinion: Rebuttal. Muscle 1985, pp 13-208.
Nerve 19:229-230, 1996. 34. Katz B: Nerve, Muscle and Synapse. McGraw-
16. Dumitru D, DeLisa JA: AAEM Minimonograph Hill, New York, 1966.
#10: Volume Conduction. 1991. 35. Kimura J: Field theory: The origin of stationary
17. Dumitru D, King JC, Rogers WE: Motor unit ac- peaks from a moving source. In International
tion potential components and physiologic du- Symposium on Somatosensory Evoked Poten-
ration. Muscle Nerve 22:733-741, 1999. tials. Custom Printing, Rochester, MN, 1984, pp
18. Dumitru D, King JC, Rogers WE, Stegeman DF: 39-50.
Positive sharp wave and fibrillation potential 36. Kimura J, Kimura A, Ishida T, Kudo Y, Suzuki
modeling. Muscle Nerve 22:242-251, 1999. S, Machida M, Matsuoka H, Yamada T: What
19. Dumitru D, King JC, van der Rijt W: The bipha- determines the latency and the amplitude of sta-
sic morphology of voluntary and spontaneous tionary peaks in far-field recordings? Ann Neu-
single muscle fiber action potentials. Muscle rol 19:479-486, 1986.
Nerve 17:1301-1307, 1994. 37. Kimura J, Mitsudome A, Beck DO, Yamada T,
20. Eisen A, Odusote K, Bozek C, Hoirch M: Far- Dickins QS: Field distributions of antidromically
field potentials from peripheral nerve: generated activated digital nerve potentials: model for far-
at sites of muscle mass change. Neurology field recording. Neurology (Cleveland) 33:1164-
36:815-818, 1986. 1169, 1983.
21. Gasser HS: The classification of nerve fibers. 38. Kimura J, Mitsudome A, Yamada T, Dickens QS:
Ohio J Science 41:145-159, 1941. Stationary peaks from a moving source in far-
22. Gath I, Stalberg E: On the volume conduction field recording. Electroencephalogr Clin Neuro-
in human skeletal muscle: In situ measure- physiol 58:351-361, 1984.
ments. Electroencephalogr Clin Neurophysiol 39. Kimura J, Yamada T, Shivapour E, Dickins QS:
43:106-110, 1977. Neural pathways of somatosensory evoked po-
23. Gootzen TH, Stegeman DF, Van Oosterom A: Fi- tentials: Clinical implication. In Buser PA, Cobb
nite limb dimensions and finite muscle length WA, Okuma T (eds), Kyoto Symposium (EEG
in a model for the generation of electromyo- Suppl 36). Elsevier, Amsterdam, 1982, pp 328-
graphic signals. EEG Clin Neurophysiol 81:152- 335.
162, 1991. 40. Kocsis JD, Waxman SG: Absence of potassium
24. Hashimoto S, Kawamura J, Segawa Y, Ya- conductance in central myelinated axons. Na-
mamoto T, Nakamura M; Possible model for ture 287:348-349, 1980.
generation of Pg far-field potential. Muscle 41. Kraft GH: Are fibrillation potentials and positive
Nerve 15:106-110, 1992. sharp waves the same? No. Muscle Nerve
25. Hashimoto S, Segawa Y: Model of generation of 19:216-220, 1996.
Pg far-field potentials using an electric circuit 42. Kraft GH: Issues & Opinions: Rebuttal. Muscle
diagram. In Kimura J, Shibasaki H (eds): Recent Nerve 19:227-228, 1996.
Advances in Clinical Neurophysiology, Elsevier 43. Lin JT, Phillips LH II, Daube JR: Far-field po-
Science, England, 1996, pp 251-254. tentials recorded from peripheral nerves. Elec-
26. Hille B: Ionic basis of resting and action poten- troencephalogr Clin Neurophysiol 50:174, 1980.
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Section 1: The Nervous System, Vol 1. American the action currents of nerve in volume conduc-
38 Basics of Electrodiagnosis
tors. In: Studies from the Rockefeller Institute hoets DM: Far-field potentials in surface EMG.
for Medical Research: A Study of Nerve Physiol- In Kimura J, Shibasaki H (eds): Recent Advances
ogy, Vol 132. The Rockefeller Institute for Med- in Clinical Neurophysiology, Elsevier Science,
ical Research, New York, 1947, pp 384-482. England, 1996, pp. 271-275.
45. Nakanishi T: Origin of action potential recorded 56. Stegeman D, Van Oosteron A, Colon E: Simula-
by fluid electrodes. Electroencephalogr Clin tion of far field stationary potentials due to
Neurophysiol 55:114-115, 1983. changes in the volume conductor. Abstract.
46. Patton HD: Special properties of nerve trunks Electroencephalogr Clin Neurophysiol 61:S228,
and tracts. In Ruch HD, Patton HD, Woodbury 1985.
JW, Towe AL (eds): Neurophysiology, ed 2. WB 57. Theeuwen MM, Gootzen TH, Stegman DF: Mus-
Saunders, Philadelphia, 1965, pp 73-94. cle electric activity. I: A model study on the ef-
47. Patton HD, Sundsten JW, Crill WE, Swanson fect of needle electrodes on single fiber action.
PD: Introduction to Basic Neurology. WB Saun- Ann Biomed Engin 21:377-339, 1993.
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48. Patton HD: Resting and action potentials of neu- cal somatosensory evoked potentials. In Kimura
rons. In Patton HD, Sundsten JW, Crill WE, J, Shibasaki H (eds): Recent Advances in Clini-
Swanson PD (eds): Introduction to Basic Neu- cal Neurophysiology, Elsevier Science, England,
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49. Ritchie JM: Physiology of axons. In: Waxman SG, 59. Van Veen BK, Wolters H, Wallinga W, Rutten
Kocsis JD, Stys PK (eds): The Axon. 51 Oxford WL, Boom HB: The bioelectrical source in com-
University Press, New York, 1995, pp 68-96. puting single muscle fiber action potentials. Bio-
50. Rizzo MA, Kocsis DD, Waxman SG: Slow sodium physJ 64:1492-1498, 1993.
conductances of dorsal root ganglion neurons: in- 60. Vaughan HG Jr: The neural origins of human
traneuronal homogeneity and intemeuronal het- event-related potentials. In Bodis-Wollner I (ed):
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51. Rosenfalck P: Intra and extracellular potential 138, 1982.
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Physiol Scand (Suppl 321): 1, 1969. From Lord Adrian to ion channels and beyond:
52. Ruch TC, Fulton JF: Medical Physiology and the molecular basis of nerve transmission. In
Biophysics, ed 20. WB Saunders, Philadelphia, Kimura J, Shibasaki H (eds): Recent Advances
1973. in Clinical Neurophysiology. Elsevier Science
53. Sohmer H, Feinmesser M: Cochlear and cortical BV, Amsterdam, 1996, pp 1-7.
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subject. Israel J Med Sci 6:219-223, 1970. citable membranes. In Ruch TC, et al (eds): Neu-
54. Sonoo M: P15 in tibial nerve SEP as a simple rophysiology, ed 2. WB Saunders, Philadelphia,
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Chapter 3
ELECTRONIC SYSTEMS
AND DATA ANALYSIS
1. INTRODUCTION
2. ELECTRODES
Preparation of Needle Electrodes
Types of Available Electrodes
3. ELECTRODE AMPLIFIERS
Differential Amplifiers
Common Mode Rejection Ratio
Means of Reducing Interference
Input Impedance
Frequency Response
4. VISUAL DISPLAYS
Cathode-Ray Tube
Delay Line
Multiple Channel Recording
Storage Oscilloscope
5. OTHER RECORDING APPARATUS
Loudspeaker
Magnetic Tape Recorder
6. ARTIFACTS
Electrode Noise
Amplifier Noise
Defective Apparatus
Movement Artifact
Electrostatic and Electromagnetic Interference
Radio and Mobile Phone Interference
7. STIMULATORS
Electrical Stimulation Requirements
Stimulus Isolation
Constant-Voltage versus Constant-Current
Magnetic Coil Stimulation
8. NORMATIVE DATA AND STATISTICS
Control Values
Statistical Analysis
False-Positive versus False-Negative Results
9. EXPERT SYSTEMS AND QUALITY DEVELOPMENT
KANDID
ESTEEM
MUNIN
Interlaboratory Communication
39
40 Basics of Electrodiagnosis
Figure 3-1. Schematic illustration of (a) standard or coaxial bipolar, (b) concentric bipolar, (c) monopolar,
and (d,e) single-fiber needles. Dimensions vary, but the diameters of the outside cannulas shown resemble
26-gauge hypodermic needles (460 um) for a, d, and e, a 23-gauge needle (640 um) for b, and a 28-gauge
needle 360 um for c. The exposed tip areas measure 150 x 600 um for a, 150 x 300 um with spacing be-
tween wires of 200 um center to center for b, 0.14 mm2 for c, and 25 um in diameter for d and e. A flat
skin electrode completes the circuit with unipolar electrodes shown in c and d. [Modified from Stalberg and
Trontelj.72]
42 Basics of Electrodiagnosis
give rise to an artifact if movement causes vary from one type of needle to another,
a sudden mechanical change in the metal- the pickup area, in general, constitutes a
electrolyte interface. To reduce this type very small portion of the motor unit ter-
of potential, some surface electrodes al- ritory. A separate surface electrode, taped
low most movement to occur between or applied with a suction cup, serves as
electrolyte and skin rather than at the the ground.26 Disposable concentric nee-
metal-electrolyte interface. dles generally compare reasonably well
A surface electrode is best suited for with reusable electrodes, although electric
monitoring voluntary muscle contraction or physical testing of the leads may not
during kinesiologic studies and recording adequately 62predict their recording char-
evoked compound nerve or muscle action acteristics.
potentials. It registers electrical activities
nonselectively from a wider region, cover- BIPOLAR CONCENTRIC NEEDLE
ing the recording radius of some 20 mm
compared to selective pickup from a 500 The cannula contains two fine stainless
um radius by a needle electrode.10 The steel or platinum wires. This electrode,
amplitude of compound muscle action po- therefore, has a larger diameter than the
tentials decreases with increasing elec- standard concentric needle for the same
trode size.79 The surface electrode also size wires embedded. The electrode regis-
serves well as a stimulating probe, a ref- ters the potential difference between the
erence, or a ground lead in conjunction two inside wires, with the cannula serv-
with the monopolar needle, but not as an ing as the ground. The bipolar electrode
active electrode to study motor unit po- thus detects potentials from a much
tentials, because it fails to reproduce smaller volume than the standard needle.
high-frequency components adequately. The three terminals in the connecting ca-
ble consist of two active leads and a
STANDARD OR COAXIAL
ground connection. In this type of record-
CONCENTRIC NEEDLE
ing from a very localized area, only a small
number of single muscle fibers contribute
This electrode, introduced by Adrian and as the source for electrical activity.55 This
Bronk2 in 1929, has a stainless-steel can- restricted recording range provides selec-
nula similar to hypodermic needles, with tivity, but at the risk of disregarding the
a wire in the center of the shaft. The wire, overall activity of motor units. Concentric
usually made of nichrome, silver, or plat- electrodes tend to detect more sponta-
inum, measures 0.1 mm or slightly larger neous potentials than monopolar needles
as compared to the external rim of the probably because of increased tissue in-
shaft, 0.3 mm in diameter. The pointed jury.71
tip of the needle has an oval shape with
an exposed area of about 150 um x 600 MONOPOLAR NEEDLE
(um, and an impedance of around 50 kil-
ohms. The wire and shaft, bare at the tip, This electrode, made of stainless steel for
form a spheric rather than hemispheric its mechanical properties, has a fine
recording territory as might be anticipated point, insulated except at the distal 0.2 to
by the direction.28 The needle, when near 0.4 mm. The wire, covered by a Teflon
a source of electrical activity, registers the sleeve, has an average diameter of about
potential difference between the wire and 0.8 mm. A surface electrode or a second
the shaft, showing a restricted recording needle in the subcutaneous tissue serves
area. In fact, in the recording of a single as a reference lead and a separate surface
motor unit discharge that extends at least electrode, placed on the skin, as a ground.
1 cm in diameter, only the muscle fibers Its sharp tip causes less pain during in-
located within about 500 um radius from sertion, but it is less stable electrically,
the tip of the needle contribute to the am- hence 52,74
noisier than the concentric elec-
plitude, and those within 2.5 mm to the trode. The average impedance ranges
duration of the recorded potential.27 from 1.4 megohms at 10 Hz to 6.6 kil-
Thus, although recording characteristics ohms at 10 KHz.80 Presoaking the elec-
Electronic Systems and Data Analysis 43
trodes with a small concentration of a wet- along the shaft. Similar multi-lead elec-
ting agent in saline solution reduces the trodes may usefully 6serve for intraopera-
impedance by 6- to 20-fold. This pre- tive nerve recording.
treatment improves the resolution of low
amplitude signals. A monopolar needle FLEXIBLE WIRE
records voltage changes between the tip
of the electrode and the reference. The spa- A flexible wire, usually introduced through
tial recording characteristics,54 differ con- a hypodermic needle, permits freedom of
siderably from one type of needle to an- movement in kinesiologic examination.
other. In general, a monopolar needle Some investigators prefer a bipolar elec-
registers a potential 29,61,65,
that is twice as large trode made of nylon-coated Evanohm al-
and more complex, from the same loy wire, 25 um in diameter.13 Although
source, than a concentric needle, although this type of electrode comes in different
duration and firing rate remain the same.49 sizes, the most commonly used type has
insulated platinum wires 50-100 /mi in
SINGLE-FIBER NEEDLE
diameter with the tip bare. A small hole
made in the insulation of the wire may
Single-fiber electromyography requires an provide smaller lead-off surfaces on the
electrode with a much smaller leading order of 10-20 umi.45 These electrodes,
edge, to record from individual muscle however, lack the rigid standardization re-
fibers rather than motor units (see Chap- quired for quantitative studies of action
ter 16-2). A wire 25 um in diameter potentials.72
mounted on the side of a needle provides
the maximal amplitude discrimination be- GLASS MICROELECTRODES
tween near and distant muscle fiber po-
tentials.31 As in concentric electrodes, A glass microelectrode used for intracel-
single-fiber needles may contain two or lular recording consists of fine glass tub-
more wires exposed along the shaft, serv- ing filled with potassium chloride solu-
ing as the leading edge. The most com- tion. Because of its extreme fragility, one
monly used type has one wire inserted must use a cannula as a carrier to intro-
into a cannula with its end bent toward duce the electrode through the skin, and
the side of the cannula, a few millimeters a micromanipulator to insert it into the
behind the tip.72 The spatial recording exposed muscle. The electrode has a very
characteristics of single-fiber needles show fine tip, less than 1 um in diameter, and
specific asymmetries and a greater po- consequently a very high impedance, on
tential decline with radial distance com- the order of 5 megohms. Therefore,
pared with concentric or monopolar elec- recording from a glass microelectrode re-
trodes.53,72 quires amplifiers of exceedingly high in-
put impedance.14
MULTIELECTRODES
tip and the input terminal act as a volt- Here the new waveform approximates the
age divider with voltage changes occurring first derivative (rate of change) of the orig-
in proportion to the respective impedance. inal signal. Extending the frequency re-
Thus, with the impedance equally divided sponse too low causes instability of the
between these two, only one-half of the baseline, which then shifts slowly in re-
original potential will appear across the sponse to changing biopotentials. The
input terminal. Increasing the input im- analog filters also affect the peak latency
pedance of the amplifier to a level much of the recorded response because of phase
higher than that of the electrode tip would shift. High frequency filtering increases,
minimize the loss. The input impedances whereas low frequency filtering reduces,
of most amplifiers range from 100 kil- the apparent latency of peaks. The use of
ohms to hundreds of megohms. An am- digital filtering, which introduces zero
plifier with a high input impedance also phase shift, circumvents this problem in
improves the common mode rejection ra- clinical assessments.41,56'57
tio because the higher the input imped- A square wave pulse of known amplitude
ance, the smaller the effect of electrical and duration usually serves as a calibra-
asymmetry of the recording electrodes. tion signal to accurately determinine the
Higher electrode impedances increase am- amplitude and duration of the recorded po-
plifier noise and external interference, al- tentials. The distortion seen in the square
though electrode impedances as high as pulse results from the effects of high- and
50 times usual values apparently cause low-frequency filters. Its rise time indicates
no major waveform distortion.l the high-frequency response, and the slope
of the flat top, the low-frequency response
(see Appendix Figs. A2-18 and A2-20).
Frequency Response Other calibration signals include sine
waves from the power line or discontinu-
Most commercially available apparatuses ous waveforms of known frequency and
have variable high- and low-bandpass fil- amplitude.
ters to adjust frequency response accord-
ing to39,40the type of potentials under
study. Fourier analysis of complex 4 VISUAL DISPLAYS
waveforms encountered in electromyogra-
phy reveals sine waves of different fre-
quencies as their harmonic constituents. Appropriate amplification ensures an op-
The prominent sine wave frequencies of timal display of the waveform for visual
muscle action potentials, for example, analysis. The cathode-ray tube (CRT),
range from 2 Hz to 10 KHz. For clinical with no mechanical limitations in dy-
electromyography, the frequency band of namic high-frequency response, provides
the amplifier ideally should cover this an excellent means to trace rapidly chang-
range.19'20 In the presence of interfering ing amplitude against time.
high-pitched noise or DC drift, however, a
bandpass extending from 20 Hz to 5 KHz
suffices. Filter settings must remain con- Cathode-Ray Tube
stant in serial studies. Their modification
within the routine range results in statis- An electron gun discharges an electron
tically significant alteration of waveform.66 beam internally toward the glass screen
A high frequency filter (low pass), if set of a CRT. When struck by a beam of elec-
too low, reduces the amplitude of high fre- trons, the phosphor coating on the inside
quency components disproportionately. surface of the screen emits light. The ad-
Extending the high frequency response justable voltage between a pair of verti-
beyond the band required for proper cally placed plates (called horizontal de-
recording results in an unnecessary in- flection plates) determines the horizontal
crease in background noise. A low fre- position of this bright spot. Applying a lin-
quency filter (high pass), if set too high, early increasing voltage to the plates
distorts the slowly changing potential. makes the spot sweep at a constant speed.
46 Basics of Electrodiagnosis
A pair of horizontally placed plates (called lines of different traces as the beam
vertical deflection plates), connected to sweeps horizontally across the screen.
the signal voltage from the amplifier, con- This electrical switching takes place so
trol the vertical position of the electron fast that each trace appears to be contin-
beam. The waveform displayed on the face uous despite the interruption from one
of the screen, therefore, represents chang- trace to the next.
ing amplitude of the signal voltage in time.
The vertical axis represents response am-
plitude, whereas the horizontal axis shows Storage Oscilloscope
units of time. Electromyographic exami-
nation usually uses a free-running mode: Storage oscilloscopes have a different
when the spot reaches the end of the cathode ray tube that retains traces on
screen, it returns rapidly to the beginning the face of the screen for several hours. A
to repeat. Most manufacturers now pro- second electron gun floods the screen to
vide digital circuitry to process and store visualize the trace retained as electro-
the potentials before displaying them on static charges on a mesh behind the
a monitor. screen. Electrically discharging the mesh
can quickly erase the stored pattern. The
advent of digital storage and display tech-
Delay Line niques have made such storage oscillo-
scopes obsolete.
Instead of being free running, the horizon-
tal sweep may initate on command. In this
mode of operation, a motor unit potential
itself can trigger the sweep. Thus, a given
5 OTHER RECORDING
APPARATUS
motor unit potential recurs successively at
the beginning of each sweep for detailed
analysis, although, by design, the portion Loudspeaker
of the waveform preceding the trigger point
fails to appear on the screen. In an analog Muscle or nerve action potentials have
machine, an electronic delay circumvents distinct auditory characteristics when
this difficulty by storing the recorded mo- played through a loudspeaker. For clini-
tor unit potential for a short period. After cal analyses, electromyographers depend
a predetermined delay following the onset very heavily on the sounds produced by
of a sweep triggered by the real-time po- different kinds of spontaneous or volun-
tential, the stored signal leaves the delay tarily activated muscle potentials during
line for display on the screen. With this needle examination. For example, fibrilla-
arrangement, the potential in question oc- tion potentials sound like "rain on a tin
curs repetitively and in its entirety on the roof" (see Chapter 14-4). Acoustic prop-
same spot of the screen for precise deter- erties also help distinguish a nearby mo-
mination of its amplitude and duration.63 tor unit with a clear, crisp sound, reflect-
With digital circuitry, the computer begins ing a short rise time, from distant units
displaying data at any desired point prior with dull sound (see Chapter 13-5). In
to the trigger, thus accomplishing the same fact, an experienced examiner can detect
objective. the difference between near and distant
units by sound better than by oscilloscope
display. The acoustic cues often guide in
Multiple Channel Recording properly repositioning the needle close to
the source of the discharge.
Some electromyographic instruments have
multiple channels to allow simultaneous
recording from two or more sets of elec- Magnetic Tape Recorder
trodes. Typically, two or more channels
share a beam from a single gun by switch- Magnetic tape provides one means to store
ing the point vertically between the base- electrical potentials for later analysis. Am-
Electronic Systems and Data Analysis 47
plitude modulation (AM) impresses the the oscilloscope and distinct sounds
signal itself on the tape, whereas fre- through the loudspeaker.40 Some noises,
quency modulation (FM) records the sig- however, mimic biologic activity so closely
nal after converting it to a varying fre- that even a trained examiner may have
quency of constant amplitude. The AM difficulty in identifying them.
recording registers high frequency poten- Most artifacts unaffected by the position
tials well but not low-frequency responses of the recording electrode originate outside
below 10 to 15 Hz. In contrast, the FM the muscle. These exogenous activities
method has a better low-frequency re- may result from peculiarity of the patient,
sponse, although it requires a very high like those induced by a cardiac pacemaker
tape speed to achieve the high-frequency (Fig. 3-2) or transcutaneous stimulator
response required for electromyography. (Fig. 3-3). More commonly, they result
The FM method reproduces the amplitude from 60 Hz interference caused by the elec-
of potentials more accurately than the AM trostatic or electromagnetic fields of elec-
method. trical appliances. Improper or inadequate
grounding results in electromagnetic in-
terference from the nearby alternating cur-
6 ARTIFACTS rent source. Different generator sources
give rise to characteristic, though not spe-
cific, patterns for easy identification (Fig.
Not all electrical potentials registered dur- 3-4). Artifacts may also originate in the
ing an electromyographic examination recording instruments themselves or from
originate in muscle or nerve. Any voltage a more remote generator, such as a ham-
not attributable to the biologic potential mer drill (Fig. 3-5). A loose connection in
sought represents an artifact, which usu- one or more parts of the recording circuit
ally causes a unique discharge pattern on may generate electrical activity, similar to
the muscle action potential. Impedance larization may distort the signals, whereas
variability within the muscle tissue may changing potentials will result in electrode
also cause electrical activity, depending on noise. A small electrode tip, because of its
the location of the needle tip. Genuine bi- high impedance, causes a greater voltage
ologic potentials generated in the muscle drop during the passage of current. Thus,
include end-plate noises and end-plate the smaller the electrode surface, the
spikes (see Chapter 13-4). These artifacts greater the interference from its polariza-
may mimic the intended signals sought tion or electrode noise. Therefore, the type
during electromyographic examination (see of metal alters the recording characteris-
Figs. 13-3 and 13-4). tics of the needle electrode much more
than those of the surface electrode. In
fact, an electrode potential from active
Electrode Noise metals too small to affect surface record-
ing could undermine the function of in-
Potentials may arise from two active met- tramuscular studies. The use of relatively
als or the metal-fluid junction at the nee- inert metals for needle electrodes, such as
dle electrode located intramuscularly. A stainless steel or platinum, minimizes
constant electrode-fluid potential by po- such adverse effects.
Electronic Systems and Data Analysis 49
ing cover appears intact. A partially sev- the process of autoclaving can also distort
ered conductor may generate very decep- the potential. Careful cleaning of the nee-
tive movement-induced potentials, which dle tip prior to autoclaving will alleviate
recur with muscle twitch, mimicking this problem. If necessary, application of
stimulus-locked evoked signals. Other an ultrasonic vibrator loosens dried ma-
common causes of artifacts include defec- terial from the needle. The use of dispos-
tive insulation of a monopolar needle or a able needles precludes problems inherent
concentric needle with a short-circuited tip. to sterilization, but unused electrodes
A 2-year study on durability revealed may manifest similar artifacts, caused by
the feasibility of reusing monopolar elec- mechanical defects induced during the
trodes on the average in 20-63 patients.59 manufacturing process.
Failure occurred, in order of frequency, as
the result of Teflon retraction, a dull or
burred tip, a break in a wire or pin, elec- Movement Artifact
trical artifacts, or a bend in the needle
shaft. Inadvertent insulation of the elec- When a patient contracts a muscle, the
trode tip by blood protein "baked on" in surface electrode may slide over the skin.
Electronic Systems and Data Analysis 51
Figure 3-6. Amplifier noise superficially resembling positive sharp waves. Both traces were recorded with a
disposable monopolar needle placed in the edematous subcutaneous tissue. The baseline thickness changed
abruptly with slight relocation of the needle tip, probably altering the impedance, which is high when in
contact with fatty tissue (top) and low when it is located elsewhere (bottom).
This causes a movement artifact primar- fluorescent lights, cathode-ray tube screens,
ily because of the change in impedance electric motors, light dimmers, and even
between the surface electrode and the unused power cords plugged into wall out-
skin. Movement-induced potentials also lets. The use of an ungrounded wheelchair
may result from existing fields near the or metal examining table enhances this
surface of the skin, particularly those type of artifact. Appliances sharing the
originating from sweat glands.73 Move- same circuit with the electromyographic
ment of electrode wires may produce ar- instrument cause especially noticeable in-
tifacts resembling muscle activity, mostly terference. Radio frequency electromag-
reflecting changing capacitance. Rubbing netic waves can also "carry" alternating
the lead of the needle electrode with a fin- current. A strong field from a nearby
ger or cloth sometimes produces friction diathermy apparatus produces a charac-
artifacts from a static charge. Adequate teristc wave pattern. Federal regulations
insulation of the needle, ideally with the now restrict the amount of interference
use of driven shields, reduces this type of that such a unit can render to other
interference. equipment. Intermittent powerline load
causes power-line voltage transient
changes, which in turn give rise to arti-
Electrostatic and fact. In an examining room located near
Electromagnetic Interference a driveway, auto ignition causes a pop-
ping sound. The examiner, if not properly
Sources of 50 or 60 Hz interference abound grounded, acts as an antenna by touch-
(Fig 3-4). They include electric fans, lamps, ing the needle.
52 Basics of Electrodiagnosis
use, even though testing large numbers of formed for statistical manipulations. For
healthy subjects is tedious.18 The compi- example, the natural or base 10 loga-
lation of normative data7,17,67-70
must conform to rithm, or square root will render positively
established principles. skewed distributions more Gaussian. The
mean and standard deviations of the
transformed data may then be converted
Control Values back to original units to set up normative
limits for clinical application.
Normative data comprise a set of values Normative limits of the Gaussian distri-
derived from disease-free individuals. In bution are customarily set at ±2 standard
contrast, the term "reference" usually in- deviations about the mean, which include
dicates either a normative or disease con- 95.44 percent of the entire population.
trol. Patients referred to the laboratory for About 5 percent of normative values falling
evaluation of clinical signs or symptoms outside these limits represent false-posi-
may have "normal results." Despite val- tive test results, half at either end of the
ues within the "normal range," these pa- range. Performing multiple independent
tients do not belong to a normal group. tests on a single patient increases the like-
To judge some patients normal on the ba- lihood of finding an "abnormal" value.33,76
sis of test results for inclusion into a nor- The overall chance equals the sum of the
mative database represents a circular ar- probabilities in each of the individual
gument that defies its own purpose. tests.67,69 If each measurement allows a
Similarly, patients with disease or injury 2.5 percent rate of false-positivity using 2
unrelated to the study in question cannot standard deviations as the criterion, then
serve as normal subjects because the ap- an examination that consists of 10 inde-
parently unaffected limbs may have sub- pendent electrophysiological measure-
clinical involvement, and because sys- ments has a probability of more than 1 in
temic effects of treatments may influence 5 (20%) in turning up one or more abnor-
the test outcome. Further, the population mal values on the basis of chance alone.
with illness may well contain a higher pro-
portion than normal of preexisting condi-
tions which, even if subclinical, may af- False-Positive versus
fect the test outcome. False-Negative Results
False-positive outcomes present a major
Statistical Analysis problem for clinical application.32 In gen-
eral, therefore, we prefer to err on the side
In as much as population variables con- of false-negativity—that is, calling more
form to a bell-shaped Gaussian distribu- borderline abnormalities normal than the
tion, statistical analysis shows an identi- reverse. The incidence of false-positiviry
cal value for mean, median, and mode. will decrease with the use of a broader lim-
Gaussian distribution, though generally its, for example, mean ±2.5 standard de-
symmetrical, tends asymmetrically to the viations. In this case the false-positive rate
baseline at both ends, reflecting a small falls to about 1 percent in aggregate, at the
proportion of extreme high and low val- cost of a correspondingly higher false-
ues or outlyers. These values dictate "the negativity rate.24 Excessive overlap be-
range," which, unlike other methods for tween normative data and disease-
deriving normative data, critically de- reference values precludes the use of a
pends on only two individual values, the broader normative range because false-
lowest and the highest, essentially disre- negativity increases to such an unaccept-
garding all other sample data. Extreme able level, so as to make the study useless.
values may represent subclinical diseases Despite considerable overlap between the
or technical errors, making the range less two, powerful statistical tests may show a
useful as an index of normative limits. A significant difference comparing, as a
non-Gaussian distribution, though not group, the values in normal subjects and
ideal, can sometimes be usefully trans- diseased individuals. Such scientific con-
Electronic Systems and Data Analysis 55
elusions, though valid, provide only limited nosis, or KANDID, runs on an IBM-
practical applications. In the clinical con- compatible PC and assists clinical neuro-
text, a single patient value must fall out- physiologists during their examinations.
side the established normative limits to de- The system processes the data in two steps:
clare its abnormality with reasonable it converts raw data into a pathophysio-
confidence. Common sense must prevail in logical statement, and then matches this
questioning an isolated borderline abnor- statement to a disorder knowledge base. To
mality just outside the normal limit, a sur- maintain an iterative cycle of planning,
prise result unrelated to the patient signs testing, and diagnosing, the clinician must
and symptoms, or a pattern of abnormal- provide data of sufficient quality and de-
ities inconsistent with each other and the cide when to stop the electrodiagnostic ex-
clinical signs and symptoms. Unexpected amination.
findings that make little sense call for A prospective European multicenter field
reevaluation of the patient, scrutinizing trial tested the validity of36
KANDID at seven
possible errors in the interpretation of clin- independent laboratories. The agreement
ical or electrophysiological data (or both) in level among nine clinical neurophysiolo-
an effort to resolve discrepancy. gists who participated in 159 electrodiag-
nostic examinations averaged 81 percent
for pathophysiological conclusions and 61
9 EXPERT SYSTEMS AND percent for diagnostic categories. The pro-
QUALITY DEVELOPMENT nounced inter-examiner variation reflected
regional differences in epidemiology, exam-
ination techniques, reference values, inter-
Electromyographers face difficult chal- pretations and planning strategies.
lenges in considering a vast amount of
constantly increasing knowledge in elec-
trodiagnostic medicine. Computer-based ESTEEM
methodology has helped the development
of automated expert systems for use in The experience with KANDID led to a mul-
some electrodiagnostic assessments. This ticenter project called European Stan-
type of automated analysis may comple- dardized Telematic Tool to Evaluate EMG
ment the routine laboratory procedures, Knowledge Based Systems and Methods,
aiding the less-experienced examiner in or ESTEEM. This project used a multi-
time-efficient detection of abnormalities. center database of neuromuscular cases
Various expert systems, although still in to obtain diagnostic consensus by expert
the developmental stage, may eventually electromyographers and establish stan-
provide quick access to pertinent infor- dards and guidelines of electrodiagnostic
mation that facilitates the decision-mak- practice to develop an acceptable expert
ing process. The use of such a device can system. ESTEEM also served as a proto-
reduce interlaboratory variation, which type for an electrophysiology platform that
results from differences in the quality of integrated different tools within the labo-
training and technical preference of inves- ratory and for telematically communi-
tigators. This approach also helps stan- cated pertinent data at various posts
dardize physiologic evaluations in formu- within one hospital and also among dif-
lating a diagnostic impression. Adherence ferent institutions
to acceptable practice guidelines of elec- Studies in 81 patients from the ESTEEM
trodiagnosis ensures better quality con- database established the degree of observer
trol, which plays an essential role in the variation in interpreting individual tests.
effective operation of an expert system.34 Despite a good overall agreement among
physicians who assessed 735 muscles and
726 nerve segments, a considerable dis-
KANDID agreement emerged in determining spe-
cific pathophysiology in general and in di-
One such system, Knowledge Based As- agnosing demyelination in particular. For
sistant for Neuromuscular Disorder Diag- the consensus procedure of ESTEEM, the
56 Basics of Electrodiagnosis
moderator discarded all of the information evaluated by peer review. MUNIN utilizes
except for electrodiagnostic data and re- very few clinical findings. Thus, the sys-
lated reference values.77 The selected ex- tem does not accept the cases with lim-
perts then interpreted the data in each ited EMG examination performed only to
case with respect to pathophysiological confirm a clinical diagnosis. Methodolog-
conclusions and overall diagnosis. The ex- ical and population differences make it
perts must agree with the diagnosis be- difficult, if not impossible, to compare
fore transferring the case to the consen- MUNIN and KANDID regarding their di-
sus database. If not, the diagnosis given agnostic accuracy and dependability.
by the majority went back to the minor-
ity for a second interpretation, and when
necessary, a panel discussion, leading to Interlaboratory
a consensus for nearly all cases. Communication
The diversity of electrodiagnostic practices
MUNIN necessitates studying the differences be-
tween various existing techniques. For
Another EMG expert system, MUNIN, uses example, some physicians use quantita-
a causal probabilistic network in contrast tive muscle examination and near-nerve
to the rule-based 4KANDID.4,64 The micro- technique for nerve conduction studies,
human prototype includes a limited "Mi- whereas others use qualitative muscle ex-
crohuman" anatomy and a small number amination and surface electrodes. To im-
of nerve lesions. The system gives a de- prove the quality of studies, expert sys-
tailed description of the most important tems must consider these widely variable
groups of generalized disorders of muscle patterns of practices,35 and standardize
and nerve, as well as commonly used terminology for pathophysiological inter-
measures of electromyography and nerve pretations and diagnoses. To facilitate in-
conduction studies. For diagnostic pur- teraction among different laboratories via
pose, a probabilistic inference engine "rea- the Internet, the ESTEEM project devel-
sons" from test results to different aspects oped an electromyography communica-
of pathophysiology to neuromuscular dis- tion protocol.51 It consists of general data,
orders. It can also provide causal reason- examination techniques, reference values,
ing in the opposite direction, from disor- pathophysiological conclusions, and diag-
ders to pathophysiology to expected test noses. Its implementation of several com-
results. At the end of a 5-year project puter programs allows an exchange of
sponsored by the ESPRIT program, eval- data among laboratories despite the use
uation of its diagnostic performance re- of different techniques and reference val-
vealed generally satisfactory results in 30 ues. This consensus database may help
cases covering a wide range of neuro- develop an expert system, which inte-
muscular disorders. The seven expert grates all tools concerned and generates
electromyographers who evaluated the a report independent of specific instru-
system thought that MUNIN performed at ment and telematic programs.78
a level similar to an experienced neuro-
physiologist.5
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42. Guidelines in Electrodiagnostic Medicine. Pro- latency somatosensory and spinal evoked po-
fessional Standards Committee, American Asso- tentials: power spectra and comparison between
ciation of Electromyography and Electrodiagno- high pass analog and digit filter. Electroen-
sis, 1984. cephalogr Clin Neurophysiol 65:177-187, 1986.
43. Guld C, Rosenfalck A, Willison RG: Report of the 57. Maccabee PJ, Hassan NF: AAEM minimono-
committee on EMG instrumentation. Technical graph #39: Digital filtering: Basic concepts and
factors in recording electrical activity of muscle application to evoked potentials. Muscle Nerve
and nerve in man. Electroencephalogr Clin Neu- 15:865-875, 1992.
rophysiol 28:399-413, 1970. 58. Manuelidis EE, Angelo JN, Gorgacz EJ, Kim HA,
44. Gydikov A, Gerilovsky L, Kostov K, Gatev P: In- Manuelidis L: Experimental Creutzfeldt-Jakob
fluence of some features of the muscle structure disease transmitted via the eye with infected
on the potentials of motor units, recorded by cornea. N Engl J Med 296:1334-1336, 1977.
means of different types of needle electrodes. 59. Mikolich LM, Waylonis GW: Durability of mono-
Electromyogr Clin Neurophysiol 20:299-321, polar Teflon-coated electromyographic needles.
1980. Arch Phys Med Rehabil 58:448-451, 1977.
45. Hannerz J: An electrode for recording single mo- 60. Misulis KE: Basic Electronics for Clinical Neuro-
tor unit activity during strong muscle contrac- physiology. J Clin Neurophysiol 6:41-74, 1989.
tions. Electroencephalogr Clin Neurophysiol 37: 61. Nandedkar SD, Sanders DB: Recording charac-
179-181, 1974. teristics of monopolar EMG electrodes. Muscle
46. Hess CW, Mills KR, Murray WF: Percutaneous Nerve 14:108-112, 1991.
stimulation of the human brain: A comparison 62. Nandedkar SD, Tedman B, Sanders DB: Record-
of electrical and magnetic stimuli. J Physiol ing and physical characteristics of disposable
378:35P, 1986. concentric needle EMG electrodes. Muscle Nerve
47. Hess CW, Mills KR, Murray WF: Methodological 13:909-914, 1990.
considerations for magnetic brain stimulation. 63. Nissen-Petersen H, Guld C, Buchthal F: A delay
In Barber C, Blum T (eds): Evoked Potentials. line to record random action potentials. Elec-
III. The Third International Evoked Potential troencephalogr Clin Neurophysiol 26:100-106,
Symposium, Butterworths, London, 1987. 1969.
48. Hess CW, Mills KR, Murray WF: Responses in 64. Olesen KG, Kjaerulff U, Jensen F, Jensen FV,
small hand muscles from magnetic stimulation Falck B, Andreassen S, Andersen SK: MUNIN
of the human brain. J Physiol 338:397-419, network for the median nerve—a case study on
1987. loops. Appl Artif Intell 3:385-403, 1989.
49. Howard JE, McGill KC, Dorftnan LJ: Properties 65. Pease WS, Bowyer BL: Motor unit analysis. Am
of motor unit action potentials recorded with J Phys Med Rehabil 67:2-6, 1988.
concentric and monopolar needle electrodes: 66. Pease WS, Pitzer NL: Electronic filter effects on
ADEMG analysis. Muscle Nerve 11:1051-1055, normal motor and sensory nerve conduction
1988. tests. Am J Phys Med Rehabil 69:28-31, 1990.
50. Jasper H, Notman R: Electromyography in pe- 67. Rimer MH: Statistical errors and their effect on
ripheral nerve injuries. National Research Coun- electrodiagnostic medicine. Muscle Nerve 17:
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Army Med. 28 From the Montreal Neurological 68. Robinson LR, Temkin NR, Fujimoto WY, Stolov
Institute, Vol IV. McGill University, Montreal WC: Effect of statistical methodology on normal
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51. Johnsen B, Vingtoft S, Fuglsang-Frederiksen A, 14:1084-1090, 1991.
Barahona P, Fawcett P, Akobsen L, Liguori R, 69. Schoen I, Brooks SH: Judgment based on 95%
Nix W, Otte G, Schofield I, Sieben G, Talbot A, confidence limits: a statistical dilemma involv-
Veloso M, Vila A: A common structure for the ing multitest screening and proficiency testing
Electronic Systems and Data Analysis 59
of multiple specimens. J Clin Pathol 53:190- ity assurance in clinical neurophysiology: the
193, 1970. ESTEEM project example. In Gordon, C and
70. Schulzer M: Diagnostic tests: a statistical re- Christensen, JP (eds): Health Telematics for
view. Muscle Nerve 17:815-819, 1994. Clinical Guidelines and Protocols. IOS Press,
71. Sherman HB, Walker FO, Donofrio PD: Sensitiv- Amsterdam, 1995, pp 125-133.
ity for detecting fibrillation potentials: A compar- 78. Vingtoft S, Johnsen B, Fuglsang-Frederiksen A,
ison between concentric and monopolar needle Veloso M, Barahona P, Vila A, Fawcett P,
electrodes. Muscle Nerve 13:1023-1026, 1990. Schofield I, Landegaard J, Otto G, Sieben G, Tal-
72. Stalberg E, Trontelj JV: Single Fibre Elec- bot A, Liguori R, Nix W. ESTEEM—a European
tromyography. Raven Press, New York, 1994. telematic project for quality assurance within
73. Tarn HW, Webster JG: Minimizing electrode mo- clinical neurophysiology. In Greene RA, Peter-
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74. Trojaborg W: The case for the concentric nee- 79. Wee AS, Ashley RA: Relationship between the
dles: Muscle Nerve 21:1806-1808, 1998. size of the recording electrodes and morphology
75. Uludag B, Koklu F, On A: Letters to the editor: of the compound muscle action potentials. Elec-
A new source of electromyographic artifact: Mo- tromyogr Clin Neurophysiol 30:165-168, 1990.
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76. Van Dijk JG: Multiple tests and diagnostic va- electrodes: Electrical impedance. Arch Phys Med
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Schofield I, Sieben G, Vila A, Sales-Luis M: Qual- 1510-1514, 1997.
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Part II
NERVE CONDUCTION STUDIES
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Chapter 4
ANATOMY AND PHYSIOLOGY
OF THE PERIPHERAL NERVE
1. INTRODUCTION
2. ANATOMY OF PERIPHERAL NERVES
Gross Anatomy
Myelinated and Unmyelinated Fibers
Axonal Transport
3. PHYSIOLOGY OF NERVE CONDUCTION
Transmembrane Potential
Generation and Propagation of Action Potential
Factors Determining the Conduction Velocity
4. TYPES OF NERVE FIBERS AND IN VITRO RECORDING
Classification of Nerve Fibers
Modality Dependency of Nerve Conduction Velocity
In Vitro Recording and Fiber Diameter Histogram of the
Sural Nerve
Analysis of Compound Nerve Action Potentials
5. CLASSIFICATION OF NERVE INJURIES
Neurapraxia
Axonotmesis
Neurotmesis
6. INVOLVEMENT OF AXON VERSUS MYELIN IN
NEUROPATHIC DISORDERS
Axonal Degeneration
Segmental Demyelination in Animal Models
Pathophysiology of Demyelination
Clinical Consequences of Demyelination
Types of Abnormalities in the Clinical Domain
Figure 4-2. Fine structures of the peripheral nerve as visualized with the light microscope (A, B, D) and as
reconstructed from electron micrographs (C, E). A. The epineurium covers the entire nerve, whereas the per-
ineurium surrounds individual fascicles and endoneurium nerve fibers. B. The myelinated fiber consists of
axis cylinder, myelin sheath, and Schwann (neurilemma) cells. The myelin sheath is absent at the node of
Ranvier. C. The Schwann cell produces a helically laminated myelin sheath that wraps around an axon in-
dividually. D. Several unmyelinated nerve fibers share one Schwann cell. E. Several axis cylinders of un-
myelinated fibers surround the nucleus of the Schwann cell. [From Noback,145 with permission.]
tivity of frog muscle can show ephaptic in- capacitance and conductance decrease
fluence on contiguous nerves under vari- with myelin thickness. Thus, for the same
ous conditions.14 axon diameter, conduction velocity in-
creases with myelin thickness up to a cer-
tain point. For a fixed total fiber diame-
Factors Determining the ter, an increase in axon diameter induces
Conduction Velocity two opposing factors, smaller axoplasmic
resistance on the one hand and greater
Various factors affect the time necessary membrane conductance and capacitance
for generating action potentials, which in reflecting reduced myelin thickness on the
turn determine the conduction velocity of other.220 Theoretical considerations indi-
an axon. Rapid propagation results from cate that the anatomic characteristics of
(1) faster rates of action potential genera- myelinated fibers fulfill all the conditions
tion, (2) increased current flow along the required for maximal conduction velocity.
axons, (3) lower depolarization thresholds Demyelinated or partially remyelinated
of the cell membrane, and (4) higher tem- segments have an increased internodal
perature. Warming up the body facilitates capacitance and conductance because of
activation and inactivation of sodium con- their thin myelin sheath. More local cur-
ductance, thereby lowering the amplitude rent is lost by charging the capacitors and
of action potential and increasing its rate by leaking through the internodal mem-
of transmission. Conduction velocity in- brane before reaching the next node of
creases nearly linearly about 5 percent Ranvier. Failure to activate the next node
per 1 °C from 29° to 38 °C.89 Thus, the results in conduction block. If the con-
change ranges 2-3 m/s per °C in a nor- duction resolves, the impulse propagates
mal nerve conducting at 40-60 m/s. Other slowly, because the dissipated current
elements of clinical importance (see Chap- needs more time to generate an action po-
ter 5-6) include internodal length,31 vari- tential.166 Thus, demyelinated axons
ation among different nerves and seg- characteristically exhibit conduction fail-
ments, effect of age, and 187
metabolic factors ure, decreased velocity, and temporal dis-
such as hyperglycemia. persion.219 After segmental demyelination,
In the myelinated fibers, action poten- smaller diameter fibers may show contin-
tials occur only at the nodes of Ranvier. uous rather than saltatory conduction if
This induces a local current that, in ef- the demyelinated region has 21a sufficient
fect, jumps from one node to the next, pro- number of sodium channels. Reduction
ducing saltatory conduction (Fig. 4-3) in- in length of the adjacent internodes tends
stead of the continuous propagation to facilitate conduction past focally de-
observed in unmyelinated fibers. An in- myelinated zones.221
crease in internodal distance allows a Conduction abnormalities do not nec-
longer jump of the action potential, but at essarily imply demyelination. They can re-
the same time causes greater loss of cur- sult from toxins or anesthetic agents.30
rent through the internodal membrane. Reduced fiber diameter by focal compres-
Typically, it takes approximately 20 JJLS for sion decreases the capacitance of the in-
the local current to excite the next node. ternodal membrane, which tends to facil-
The conduction velocity would then be 50 itate conduction. Concomitant increases
m/s for an internode distance of 1 mm. in resistance of the axoplasm, however,
The longitudinal resistance of axoplasm more than offset this effect by delaying the
tends to inhibit the flow of the local cur- flow of the local current to the next node.
rent. The capacitance and conductance of Most mechanisms known to influence
the internodal membrane also have the nerve conduction velocity affect the cable
same effect by the loss of the current be- properties of the internodal segments. Ad-
fore it reaches the next node. This in turn ditionally, altered characteristics of the
makes the time required to depolarize the nodal membrane itself may interfere with
adjacent nodal membrane longer, result- generation of the action potential (see
ing in slower conduction. Both internodal Chapter 8-3).
Anatomy and Physiology of the Peripheral Nerve 69
ing small pain fibers. In this designation, nerve biopsy consists of dissecting a bun-
the A-alpha fibers of cutaneous nerve cor- dle of several fascicles above the lateral
respond in size to groups I and II, the A- malleolus for 148a total length of approxi-
delta fibers to group III, and the C-fibers mately 10 cm. The distal half serves as
to group IV. the specimen for histologic studies and
the proximal half for in vitro electrophys-
iologic evaluation. The segment used for
Modality Dependency of conduction studies is immediately placed
Nerve Conduction Velocity in cool Tyrode's solution and transferred
to a sealed chamber filled with 5 percent
In cats and primates, muscle afferents carbon dioxide in oxygen and saturated
transmit impulses at a considerably with water vapor. Immersing the chamber
higher speed than cutaneous afferents, in a warm water bath helps maintain a
which in turn conduct faster than motor constant temperature at 37 °C.
fibers. Thus, conduction characteristics A series of silver electrodes support the
distinguish various fiber populations in nerve under slight tension by the pull of
mammalian species. This relationship a 0.5-0.9 gm weight attached to each end.
also holds in humans, although differ- Stimulation at the distal end of the nerve
ences tend to be smaller. For example, di- allows recording of the compound nerve
rect recording from human nerves can dif- action potential with a pair of wire elec-
ferentiate A-alpha and A-delta peaks as trodes placed 20-30 mm proximally. A
shown in the intracranially recorded po- monophasic waveform results with the
tentials from the169 sensory root of the nerve crushed between the recording elec-
trigeminal nerve. trodes following application of 0.1 percent
procaine at the distal electrode (see Fig.
2-4). The compound nerve action poten-
In Vitro Recording and tial recorded in vitro consists of three dis-
Fiber Diameter Histogram tinct peaks: A-alpha, A-delta, and C com-
of the Sural Nerve ponents with an average conduction
velocity of 60 m/s, 20 m/s, and 1-2 m/s
An in vitro study of the sural nerve action (Fig. 4-4). Each component requires dif-
potential complements the quantitative ferent supramaximal intensity for full ac-
morphometric assessment of the excised tivation. The gradual onset of A-delta and
nerve.54 The technique allows comparison C peaks precludes accurate calculation of
between the fiber diameter spectrum and the maximal conduction velocity.
the range of conduction velocities for dif- Figure 4-5 shows a fiber diameter his-
ferent components of the sensory nerve togram for the A-alpha and A-delta com-
action potential. Some authors caution, ponents. Here, the fiber diameter in-
however, that the sural nerve may 4occa- creases from left to right on the abscissa,
sionally contain some motor fibers. The thus, the first peak on the left corresponds
Case I Control
Figure 4-5. Myelinated fiber size-frequency histogram plotting the number of fibers with increasing diam-
eter from left to right. The first large peak on the left corresponds to A-delta and the second smaller peak
to A-alpha. Note a bimodal distribution of myelinated fiber diameter in a normal subject (control). A patient
(Case 1) with familial pressure-sensitive neuropathy had an abnormal unimodal pattern with preferential loss
of the larger myelinated fibers. [Courtesy of E. Peter Bosch, M.D., Mayo Clinic, Scottsdale, AZ.]
to A-delta and the second smaller peak to In one study of 51 normal sural nerve
A-alpha fibers. In the opposite arrange- biopsies,179 the fiber diameter histogram
ment with decreasing diameter plotted changed gradually from unimodal to bi-
from left to right, fiber groups appear in modal distribution between 7 and 13
order of decreasing conduction velocity, as months. Cross-sectional measurements
in the tracings of compound action po- showed a growth in diameter of the thick-
tentials. In normal fiber groups, fiber di- est fibers, an increase in peak of the larger
ameter histograms show a continuous dis- fiber group, and separation between the
tribution between the large and small smaller and the larger groups until the be-
myelinated fibers with no clear separation ginning of adult life. With age, total trans-
between the two. Similarly, A-alpha and A- verse fascicular area increased in the face
delta peaks reflects a high concentration of of a stable number of nerve fibers, thus
fibers within the continuous spectrum.15 decreasing fiber density. Determining the
The largest fibers, with a diameter close to internodal length spectra in teased fiber
12 um, conduct at an approximate rate of preparation also provides quantitative
60 m/s, indicating a 5:1 ratio between the data in elucidating distribution of histo-
two measurements. logic abnormalities (Fig. 4-6).94 Statistical
Morphological evaluation of the periph- analyses show significant correlations be-
eral nerve must take into account the106,204
mat- tween teased fiber changes and conduc-
urational and age related changes. tion abnormalities affecting both motor
72 Nerve Conduction Studies
CaseI Control
Figure 4-6. Internodal length spectra of the same nerves shown in Figure 4-5. Each vertical line indicates
internodal lengths measured on a given myelinated fiber. The marked variability of internodal length in the
patient reflects the effects of chronic demyelination and remyelination. [Courtesy of E. Peter Bosch, M.D.,
Mayo Clinic, \Scottsdale, AZ.]
and sensory nerves in patients18 with sen- sectional area determines the amplitude
sory motor polyneuropathies. of an action potential. The factors that de-
termine the waveform abnormality of a
compound action potential include the
Analysis of Compound magnitude of conduction block, diminu-
Nerve Action Potentials tion of current in individual nerve fibers
and the degree of temporal dispersion. Se-
The amplitude of a compound action po- lective involvement of different groups of
tential, E, recorded over the surface of a fibers results in a major distortion of the
nerve increases in proportion to current recorded potential. In contrast, uniform
flow and external resistance. Ohm's law involvement of all fibers reduces the am-
expresses this as E = IR, where I is cur- plitude with relative preservation of all the
rent and R, resistance. Larger nerves have components. Hence, waveform analysis of
a greater number of fibers that would col- compound nerve action potentials pro-
lectively generate larger currents, with vides a means to assess fiber density and
each fiber contributing an approximately distribution spectrum (see Chapter 7-5).
equal amount. Nerves with greater cross-
sectional areas, however, have a smaller
total resistance. Large nerve size, there- 5 CLASSIFICATION OF
fore, may have a negligible overall effect NERVE INJURIES
on amplitude. In fact, a whole nerve com-
posed of many fascicles does not neces-
sarily give rise to an action potential larger Seddon183 defined three degrees of nerve
than the one recorded from a single dis- injury: neurapraxia, axonotmesis, and
sected fascicle.124 neurotmesis. In neurapraxia, or conduc-
More current flows as the nerve fibers tion loss without structural change of the
increase in number whereas the resis- axon, recovery takes place within days or
tance falls in proportion to the square di- weeks, following the removal of the cause.
ameter of the nerve. Thus, fiber density The conduction velocity, if initially slowed
or the number of fibers per unit cross- because of associated demyelination, re-
Anatomy and Physiology of the Peripheral Nerve 73
Figure 4-8. A. Part of a single teased fiber showing an abnormal node. B. Electron micrograph of nodal re-
gion shown in A. a, terminal myelin loops of ensheathing paranode; b, terminal myelin loops of ensheathed
paranode; c, myelin fold of ensheathing paranode cut tangentially; d, Schwann cell cytoplasm; e, microvilli
indicating site of Schwann cell junction. Large arrows show length of ensheathed paranode (~20 urn). [From
Ochoa, Danta, Fowler et al,150 with permission].
74
Anatomy and Physiology of the Peripheral Nerve 75
Figure 4-9. Schematic representation of nerve axon and myelin sheath. From left to right: normal struc-
tures, wallerian degeneration following transection of the fiber, segmental demyelination, and axonal de-
generation secondary to disorders of the nerve cell. [From Asbury and Johnson,8 with permission.]
76 Nerve Conduction Studies
decreased at the most rapid rate.138 Per- progressively increases. The remaining
manent axotomy in cats produced by hind sprouts that fail to make functional re-
limb ablation results in sequential patho- connection will eventually degenerate. The
logic alteration of myelinated fibers of the Schwann cell basement membrane and
proximal nerve stump, namely, axonal at- the remaining connective tissues, if intact,
rophy, myelin wrinkling, nodal lengthen- help the nerve axon to regenerate in an
ing and internodal demyelination and re- orderly manner along the nerve sheath.
myelination.53 In the baboon, the muscle The axons grow at a rate of approximately
response to nerve stimulation disappears 1-3 mm per day, eventually restoring
four or five days after nerve section, but nearly the normal number and size of
an ascending nerve action potential may fibers.
persist in the segment distal to the sec- Available data lack detailed information
tion for two or three more days.78 Pre- to precisely characterize conduction ab-
ceding conduction failure, the maximal normalities during wallerian degeneration
conduction velocity remains the same in humans. In one series, muscle ampli-
whether calculated by the descending mo- tudes fell 50 percent in 3-5 days, and
tor potential or ascending nerve action abated completely by the ninth day after
potential. Histologically, degeneration de- injury. Sensory amplitudes declined 50
velops in the terminal portion of the in- percent in 7 days and disappeared by the
tramuscular nerve at a time when the eleventh day. Shorter distal stumps
proximal parts of the same fibers show rel- showed an earlier loss of amplitude.35 In
atively little change. The central stump of two cases, serial studies revealed loss of
a transected nerve fiber, though excitable, action potentials as early as 185 hours in
may show reduction in nerve action po- one case and 168 hours in the other af-
tentials and conduction velocity, possibly ter traumatic transection of the digital
from retraction of the myelin sheath.99,207 nerve. Conduction studies showed a nor-
Transverse section at this level reveals a mal velocity during wallerian degenera-
marked reduction in the number of myeli- tion prior to the loss of recorded re-
nated fibers.6 sponse.161 During the first few days after
Chronic ligation at peripheral nerves nerve injury, studies of distal nerve ex-
initially induces a transient, focal con- citability fail to distinguish axonotmesis
duction slowing or block at the site of con- from neuropraxia. Finger amputation177
striction, followed by more protracted dis- resulted in permanent retrograde change
tal effects ranging from116-118
loss of excitability of the digital nerve as evidenced by a re-
to slowed conduction. A persistent duction in amplitude of the digital nerve
nerve constriction also results in axonal potential. Histologic studies revealed a de-
atrophy and a reduction in motor con- crease in axon diameter rather than the
duction velocity distal to the ligature. number of nerve fibers.37,39,40 Other types
Studies in guinea pigs suggest that at- of axonotmesis include nerve injuries
rophic nerve fibers distal to a persistent caused by injections or tourniquets,228
constriction may become 184 particularly sen- sustained high intensity electric stimula-
sitive to local pressure. A tight con- tion,2 and extreme cooling.1,95
striction of the nerve distal to the crush Severe compressive neuropathy may at
site also adversely influences the process times provide the opportunity to study a
of regeneration as demonstrated in cat single motor axon showing a discrete ab-
studies using special cuff electrodes suit- normality.142 Otherwise, different types of
able for repeated studies.118 changes coexist in the majority of nerve
The process of regeneration accompanies injuries and neuropathies. Thus, catego-
the transport of structural proteins newly rizing injuries of a nerve, as opposed to
synthesized in the cell body to the multiple individual nerve fibers, depends on less
sprouts derived from the parent axon. Once precise definition. Nonetheless, electro-
the axon successfully reaches the periph- physiologic studies help elucidate the ex-
ery and reestablishes the physiologic con- tent of axonal damage. Nerve stimulation
nections, an orderly sequence of matura- above the site of the lesion reveals a re-
tion takes place and fiber diameter duced amplitude in proportion to the de-
Anatomy and Physiology of the Peripheral Nerve 77
of nerve injuries, although available meth- nerve conduction only minimally, espe-
ods permit only inadequate quantitation of cially if the disease primarily involves the
regeneration.49,162 small fibers.215 More commonly, selective
loss of the large, fast-conducting fibers re-
sults in reduced amplitude and slowing of
6 INVOLVEMENT OF AXON
VERSUS MYELIN IN
conduction below the normal range espe-
cially when recorded from distal as op-
NEUROPATHIC DISORDERS posed to proximal muscles.167 In these
cases, the reduction in size of the com-
pound muscle or sensory action potential
The preceding section has dealt with types shows a correlation to the degree of slow-
of conduction abnormalities associated ing in nerve conduction. In milder cases
with nerve injuries. These form the basis with the amplitude of the recorded re-
for assessing electrophysiologic features sponse greater than 80 percent of the ex-
found in other disease processes, either pected value, conduction velocity should
localized as in entrapment syndromes, or remain above 80 percent of the lower lim-
more diffuse as in polyneuropathies. His- its (80% rule).7,11,26,43 A greater loss of
tologic96 and electrophysiologic charac- fast conducting fibers would result in fur-
teristics indicate the presence of three rel- ther conduction slowing but not beyond
atively distinct categories of peripheral 70 percent of the lower limits of the nor-
nerve disorders (Fig. 4-9):(1)wallerian de- mal value. Thus, physiologic criteria
generation after focal interruption of ax- rarely misclassifies a neuropathy with
ons as in vasculitis; (2) axonal degenera- predominant axon loss on biopsy as de-
tion with centripetal or dying back myelinating.126 Anterior horn cell dis-
degeneration from metabolic derangement eases can also cause selective loss of the
of the neuron; and (3) segmental de- fastest fibers. In poliomyelitis, the motor
myelination with slowed nerve conduc- nerve conduction velocity may fall below
tion.8,100,131,133 Of these wallerian and the normal value, usually in proportion to
axonal degeneration cause denervation the decrease in amplitude. For the same
and reduce the amplitude of compound reason, patients with motor neuron dis-
action potential, whereas demyelination ease have slightly reduced motor conduc-
slows the nerve conduction with or with- tion velocities. Slower conduction in pa-
out conduction block. tients with more severe atrophy, however,
may in part reflect lowered temperature of
the wasted extremities (see Chapter 5-4).
Axonal Degeneration Neuropathies with this type of abnor-
mality include those associated with al-
Axons may degenerate in neuropathies af- coholism, uremia, polyarteritis nodosa,
ter mechanical compression of the nerve, acute intermittent porphyria, some cases
exposure to vibration,44,127 application of of diabetes and carcinoma, and most
toxic substances, or death of the cell body. cases of toxicity and nutritional deficiency
Nerve ischemia also causes axonal de- (see Chapter 25). Most axonal neu-
generation, affecting large myelinated ropathies affect both sensory and motor
fibers first, followed by smaller myelinated fibers, as exemplified by uremic neu-
fibers and unmyelinated axons.70 The ex- ropathies and amyloidosis. Acute intermit-
tent of abnormality varies with location of tent porphyria and hereditory motor sen-
occlusion.122 Electromyography reveals sory neuropathy Type II or neuronal type
normal motor unit potentials that recruit of Charcot-Marie-Tooth disease (CMT2),50
poorly during the acute stage of partial however, show prominent motor abnor-
axonal degeneration. Long-duration, high malities. In contrast, sensory changes pre-
amplitude polyphasic potentials appear in dominate in the majority of toxic or meta-
the chronic phase. Fibrillation potentials bolic polyneuropathies, Friedreich's ataxia,
and positive sharp waves develop in two and some cases of carcinomatous neu-
to three weeks after the onset of illness. ropathies. Histological studies in diabetic
Axonal degeneration, if mild, affects rats revealed paranodal axonal swellings
80 Nerve Conduction Studies
and nodal bulgings of the axon during the can produce the same pattern of abnor-
early metabolic phase of the distal sym- mality.25 Distally predominant symptoms
metrical polyneuropathy.185 These alter- do not necessarily indicate a distal patho-
ations correlate with intra-axonal sodium logic process, according to probabilistic
accumulation and decreased sodium models that reproduce a distal sensory
equilibrium potentials that account for deficit on the basis of randomly distributed
the early nerve conduction defect. Nerve axonal lesions.222 In some neuropathies,
growth factors not visualized in normal studies fail to reveal the exact site of the
adult nerves become readily demonstra- primary damage responsible for axonal de-
ble in nerves undergoing active axonal de- generation.
generation.191
In neuropathies secondary to chronic
alcoholism, carcinoma, and uremia, ax- Segmental Demyelination
onal degeneration initially involves the in Animal Models
most terminal segment of the longest pe-
ripheral nerve fibers. Thus, studies show In the second group, disturbance of the
a slower conduction velocity over the same Schwann cells causes segmental demyeli-
nerve segment if calculated based on la- nation associated with unequivocal re-
tencies to a distal muscle as compared duction of nerve conduction velocity, com-
with a proximal muscle.167 The distal pre- monly, though not always, substantially
dominance of pathology and its cen- below the normal range.28 Axonal degen-
tripetal progression led to the term dying eration cannot account for this degree of
back neuropathy. Less commonly en- slowing, even with selective loss of the
countered conditions associated with the fast-conducting fibers leaving only the
dying back phenomenon include thiamine slow conducting fibers relatively intact.
deficiency,4633 tri-orthorcresyl phosphate Experimental allergic neuritis serves as
neuropathy, acute intermittent por- one of the most useful animal models for
phyria,34 and 73,l63,197
experimental acrylamide pathogenetic 87,193,198
studies of demyelinative
neuropathies. In these condi- neuropathies. In animal experi-
tions, impaired axoplasmic flow initially ments, demyelination blocks the trans-
affects the segment of the nerve that is mission of nerve impulses through the af-
furthest from the perikaryon. Thus, pri- fected zone in some fibers as well as dorsal
mary involvement of the neurons leads to root ganglion for sensory conduction.193
axonal degeneration in the distal segment, The slowed conduction results primarily
most removed from the trophic influence from delayed nerve impulses passing
of the nerve cell.192 through the lesion and not simply from se-
Single-unit recording in dying back ax- lective block of transmission in the fast-
ons has confirmed the earliest failure of conducting fibers. Focal segmental de-
impulse generation in the nerve terminal myelination gives rise to slowed conduction
when impulse still propagates normally locally across the demyelinated segment
throughout the remainder of the axon.195 but not below the lesion.88 In addition to
In acrylamide dying back neuropathy in various toxins,59 injection of proteinase K
rats, a sequential morphometric study of to the nerve226 or removal of a small piece
the end-plate region showed the initial en- of perineurium in amphibian nerve160
largement of the nerve terminal area dis- causes a lesion consistent with demyelina-
tended by neurofllaments.212 The postsy- tion. Experimental conduction block may
naptic regions eventually became denuded also results from serum containing anti-
as more than half of all nerve terminals myelin-associated glycoprotein (MAG), IgM
subsequently disappeared. Unlike the ex- M protein211 or anti-GM1 antibodies.176
perimental acrylamide neuropathy with These antibodies could affect sodium
clear dying back phenomenon,93,178 not all channels64'216 at the nodes of Ranvier
the peripheral neuropathies with a distal where GM1 abounds.42
predominance may qualify as truly dying In an experimental study on demyeli-
back in type. Selective loss of the perikarya nation induced by diphtheria toxin, con-
and axons of the longest and largest fibers duction velocity began to decline one week
Anatomy and Physiology of the Peripheral Nerve 81
with acute streptozotocin-induced dia- tion and possible cardiac side effects. Per-
betes, insulin therapy preserves normal haps a digitalis derivative with better pen-
nerve conduction velocity and amplitude etrance through the blood-brain barrier
but not under the stress 5 produced by would render a better therapeutic effect.
high-frequency stimulation. This type of
block should impair information coded in
frequencies up to 250 Hz or more in the Clinical Consequences
central nervous system and peripheral of Demyelination
sensory nerves. The severity of the phys-
iologic defect dictates the critical fre- The pathophysiology of demyelination and
quency for block at the site of the lesion. its clinical consequences77,104,114.190 in-
Important factors include fiber geometry, elude (1) elevated thresholds and conduc-
sodium (Na+)-potassium (K+) pump acti- tion block resulting in clinical weakness
vation and ion channel density in the de- and sensory loss; (2) increased desynchro-
myelinated segment. After an action po- nization of volleys causing temporal dis-
tential, sodium accumulates in axoplasm, persion of waveforms, loss of reflexes, and
more so after transmission of high-fre- reduced sensation; (3) prolonged refractory
quency impulses. This increase in sodium periods with frequency-dependent conduc-
concentration surpasses the physiologic tion block especially at very high firing
range in a demyelinated axon, which, to rates, accounting for reduced strength
compensate for the current dissipation, during maximal voluntary effort; (4) exag-
must sustain more action current than in gerated hyperpolarization after the pas-
normal axons. High sodium concentration sage of impulse, inducing conduction
in turn activates the electrogenic sodium- block even at low firing frequencies caus-
potassium pump, which removes sodium ing fatigue after mild but sustained effort;
in exchange for potassium at a 3 to 2 ra- and (5) steady, ectopic discharges or spo-
tio, thus raising the threshold of the nodal radic bursts at sites of focal demyelina-
membrane by hyperpolarization.20 A tion considered responsible for focal
raised threshold may lower the safety fac- myokymia and spontaneous or mechani-
tor below unity, leading to rate-dependent cally induced paresthesias.
conduction block. A complete conduction block accompa-
One new therapeutic strategy exploits nies major loss of strength. In contrast,
digitalis, which specifically inhibits the slowing of conduction by itself leads to
sodium-potassium pump,102,103 thus cir- few, if any, clinical symptoms, as long as
cumventing rate-dependent conduction all the impulses arrive at the target organ.
block by pump activation. In animal mod- Further, a prolonged refractory period for
els with demyelination, digitalis not only re- transmission, though helpful as a diag-
versed rate-dependent block but also nor- nostic indicator,79 causes no symptoms
malized complete conduction block. The because the time intervals between vol-
inhibition of the pump, lowering the rest- untarily induced repetitive discharges in
ing membrane potential or the threshold of motor axons substantially exceed the re-
activation, also explains this additional ac- fractory periods under physiologic condi-
tion. Another experimental study81 con- tions. Nonetheless, the identification of
firmed the beneficial action of digitalis. In demyelination by these means offers po-
this study, the combined use of 4-aminopy- tentially important clues to conditions
ridine and digitalis provided a more than that may reverse by pharmacologic, im-
additive action to reverse conduction block. munologic, or surgical measures. Slow
These experimental data provided a ratio- nerve conduction resembling demyelina-
nale for the use of intravenous digitalis in tion, however, can result from physiolog-
selected patients with multiple sclero- ical sodium channel blockage by toxins.82
sis.101 Despite transient improvement of Nitric oxide168
also reversibly blocks axonal
the symptoms clinically and as tested by conduction. Other possibilities include
physiologic means, the use of digitalis excitability changes of the axons during
could not serve as a general therapeutic hyperventilation and ischemia.140
approach because of its very modest ac- Common demyelinating diseases of the
Anatomy and Physiology of the Peripheral Nerve 83
tal motor or sensory latency and F wave 8. Asbury AK, Johnson PC: Pathology of Periph-
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Chapter 5
PRINCIPLES AND
VARIATIONS OF NERVE
CONDUCTION STUDIES
1. INTRODUCTION
2. ELECTRICAL STIMULATION OF THE NERVE
Cathode and Anode
Types of Stimulators
Stimulus Intensity and Duration
Stimulus Artifact
3. RECORDING OF MUSCLE AND NERVE POTENTIALS
Surface and Needle Electrodes
Optimal Recording of Intended Signals
Averaging Technique
Display and Storage of Recorded Signals
4. MOTOR NERVE CONDUCTION
Stimulation and Recording
Calculation of Conduction Velocity
Possible Sources of Error
Types of Abnormalities
5. SENSORY NERVE CONDUCTION
Stimulation and Recording
Waveform, Amplitude, and Duration
Latency and Conduction Velocity
6. NERVE CONDUCTION IN THE CLINICAL DOMAIN
Physiologic Variation Among Different Nerve Segments
Effects of Temperature
Maturation and Aging
Height and Other Factors
Clinical Values and Limitations
7. STUDIES OF THE AUTONOMIC NERVOUS SYSTEM
Heart-Rate Variation with Breathing
Valsalva Ratio
Response to Change in Posture
Sympathetic Skin Response
8. OTHER EVALUATION OF NERVE FUNCTION
Microneurography
Thermal, Pain, Vibratory, and Tactile Sensation
Thermography
91
92 Nerve Conduction Studies
second needle electrode inserted in the with a cardiologist with special expertise
vicinity of the cathode may serve as the in this area should address feasibility of
anode. a nerve conduction study in any patient
Electromyographers use two basically using such a medical device, and the need
different kinds of electric stimulators in to turn the system off or on during the
nerve conduction studies (see Chapter procedure. Placing the stimulator at least
3-7). Of these, constant-voltage stimula- 6 inches away may minimize the233 chance
tors regulate the output in voltage so that of externally triggering the device. Elec-
the actual current varies inversely with the tromyographers should always keep in
impedance of the electrode, skin, and sub- mind these and other problems related to
cutaneous tissues. In constant-current general electrical safety (see Appendix 3).
units, the voltage changes according to the It is common to qualify electrical stim-
impedance, so that a specified amount of uli on the basis of the magnitude of the
current reaches the nerve within certain evoked potential. A threshold stimulus
limits of the skin resistance. Either type barely elicits a response in some, but not
suffices for clinical use, provided that the all, of the axons contained in the nerve.
stimulus output has an adequate range Increasing the duration of stimulation de-
to elicit maximal muscle and nerve action creases the threshold intensity, thereby
potentials in all patients. A constant-cur- prolonging the latency of nerve volleys
rent unit provides a better means of seri- whether tested in single motor axons,
ally assessing the level of shock intensity compound nerve potentials or H re-
as a measure of nerve excitability. flexes.227,228,243 A maximal stimulus acti-
vates the entire group of axons, so that
further increase in shock intensity causes
Stimulus Intensity neither additional increase in the ampli-
and Duration tude nor shortening in latency of the
evoked potential. Unlike a threshold stim-
The output impulse provides a square ulus, a maximal shock activates the axon
wave of variable duration, ranging from at or close to its rising edge, independent
0.05 to 2.0 ms. Surface stimulation of 0.1 of its duration. The current required for
ms duration and 100-300 V or 10-30 mA maximal stimulation varies greatly from
intensity usually activates a healthy nerve one subject to the next and from one nerve
fully. A study of diseased nerves with de- to another in the same individual. A
creased excitability may require a maxi- supramaximal stimulus has an intensity
mal output of 400-500 V or 40-50 mA. greater than the maximal stimulus. In-
Electrical stimulation within the above in- creasing the intensity of an already supra-
tensity range causes no particular risk maximal stimulus continue to shorten the
unless the patient is electrically sensitive. latency of nerve volleys because the
Any current, if delivered near the implan- spread of current tends to activate the
tation site, for example, could inhibit a nerve segment away from the cathodal
cardiac pacemaker.27 Special care to safe- point.
guard such patients includes proper If fibers with large diameters have the
grounding and placement of the nerve lowest threshold 89,300
in humans, as in exper-
stimulator at sufficient distance from the imental animals, then a submaximal
pacemaker.1,179 stimulus should theoretically suffice for
Similarly, in patients with indwelling determining the onset latency of the
cardiac catheters or central venous pres- fastest conducting fibers. Although this
sure lines inserted directly into the heart, assumption usually holds, especially with
all the current may directly reach the car- sensory nerves,269 the exact order of ex-
diac tissue. This possibility makes routine citation also depends on the spatial rela-
nerve conduction studies contraindicated tionship of various fibers and the stimu-
in such patients. Implanted cardioverters lating electrode.109,252 Further, in motor
and defibrillators also pose safety hazards conduction studies, the length of the axon
that usually preclude electric stimulation terminals, which partially determines the
near the implantation site. Consultation latency of the muscle response, varies
94 Nerve Conduction Studies
within a given nerve. Thus, with submax- sites and greater distance between the ac-
imal stimuli, the onset latency fluctuates tive (G1) and reference (G2) electrodes. The
considerably from one trial to the next, stimulator leads, which have no shield,
depending on the excited axons within a can also cause a large artifact if placed
nerve. In extreme cases the first axons ex- near the recording electrodes. With ex-
cited151
may in fact have the longest laten- cessive surface spread, a square pulse of
cies. The use of supramaximal stimuli, 0.1 ms duration can affect the active elec-
which activate all of the axons, circum- trode for several milliseconds at the sig-
vents this uncertainty. nal level of recording with high sensitiv-
Most commercial stimulators can pro- ity. Thus, reduction in surface spread of
vide a pair of stimuli at variable intervals stimulus current ensures an optimal
and a train of stimuli of different rates and recording of short-latency responses. Wip-
duration. Ideally, each of the paired stim- ing with alcohol helps dry the moist skin
uli should have independent controls of surface before the application of the stim-
both duration and intensity. A trigger out- ulus. Adequate preparation of the stimu-
put for the oscilloscope sweep should pre- lating and recording sites reduces the skin
cede each stimulus by a variable delay, to resistance. Surface grease will dissolve if
allow a clear marking of the exact stimu- cleaned with ether. Callous skin needs
lus point on the display.285 gentle abrasion with a dull knife or fine
sandpaper. Rubbing the skin with a
cream or solvent of high conductance low-
Stimulus Artifact ers the impedance between the electrode
and the underlying tissue. Theoretically,
The control of a stimulus artifact often placement of a ground electrode between
poses a major technical challenge in nerve the stimulating and recording electrode
conduction studies. Most electrode am- diminishes the stimulus artifact. In prac-
plifiers recover from an overloading input tice, an alternative location may suffice
in 5 to 10 ms, depending on the amplifier with the use of a modern fast-recovery
design and the amount of overload. With amplifier.
the stimulus of sufficient magnitude, an
overloading artifact interferes with accu-
rate recording of short-latency responses.
Better stimulus isolation from the ground 3 RECORDING OF MUSCLE
through an isolating transformer serves to AND NERVE POTENTIALS
reduce excessive shock artifact.48 Not only
does this eliminate amplifier overloading,
but it also protects the patient from un- Surface and Needle Electrodes
expected current leakage. The use of the
transformer, however, makes it difficult to Surface electrodes, in general, are better
faithfully preserve the waveform of the suited than needle electrodes for record-
original stimulus. A radio-frequency iso- ing a compound muscle action potential
lation also minimizes stimulus artifacts in assessing contributions from all dis-
while maintaining the original shape of charging units. Its onset latency indicates
the stimulus better than the transformer. the conduction time of the fastest fibers,
Unfortunately, high-frequency stimulus and its amplitude serves as a measure of
isolation units generally fail to deliver ad- the number of available axons. Averaging
equate intensity for supramaximal stimu- technique, though not usually required,
lation. Finally, the use of a fast-recovery may help14in evaluating markedly atrophic
amplifier circumvents the problem of muscles. A needle electrode registers
stimulus artifacts.324 Even then, optimal only a small portion of the muscle action
recording of short-latency responses calls potential, showing a more abrupt onset
for adequate reduction of surface spread and less interference from neighboring
of stimulus current, as stated below. discharges. Thus, its use may help in eval-
Shock artifacts increase with less sep- uating small atrophic muscles when sur-
aration between stimulus and recording face recording fails. It also improves seg-
Principles and Variations of Nerve Conduction Studies 95
regation of an action potential from a tar- such a high gain, the amplifier must have
get muscle after proximal stimulation, a very low inherent noise level. The use of
which tends to excite many muscles si- low-pass filters helps to further reduce
multaneously. such high-frequency interference. The
Surface electrodes suffice for recording electrode amplifier should provide differ-
sensory and mixed nerve action poten- ential amplification with a signal-to-noise
tials. Some electromyographers, however, discrimination ratio close to 100,000:1
prefer needle electrodes placed perpen- and an input impedance greater than 1
dicular to the nerve to improve the reso- megohm. It should respond to frequencies
lution. With this technique, the amplitude of wide bandwidth ranging from 2 Hz to
of the recorded potential increases by a 10 kHz without undue distortion.
factor of 2-3 times.269 The combination of
the two effects enhances the signal-to-
noise ratio by about 5 times and, when Averaging Technique
averaging, reduces the time required to
reach the same resolution considerably. Conventional techniques fail to detect sig-
Many laboratories now use ring electrodes nals within the expected noise level of the
placed over the proximal and distal inter- system. Interposing a step-up transformer
phalangeal joints to record the antidromic between the recording electrodes and the
sensory potentials from the digital nerves. amplifier improves the signal-to-noise ra-
Studies of the commonly tested nerves tio,32 as does placing the first stage of the
usually require no averaging because in- amplifier near the electrode site with a
dividual stimuli give rise to sensory po- remote preamplifier box.324 The use of
tentials of sufficient amplitude. Unneces- digital averaging represents a major im-
sary averaging is often a poor excuse for provement58over the photographic super-
a bad technique. imposition and early averager59 with its
motor-driven switch and multiple storage
capacitors. The electronic devices now in
Optimal Recording of use are triggered by repetitive stimulation
Intended Signals to sum consecutive samples of waveforms
that are stored digitally after each sweep.
The principles of amplification and display The voltage from noise that randomly
used in electromyography also apply to changes its temporal relationship to stim-
nerve conduction studies (see Chapter ulation in successive tracings will average
3-3). Instead of continuous runs, a pre- close to zero at each time point after stim-
pulse intermittently triggers the sweep, ulus onset. In contrast, signals time-
followed, after a short delay, by the stim- locked to the stimulus will sum at a con-
ulus. This arrangement allows precise stant latency and appear as an evoked
measurement of the time interval between potential, distinct from the background
the stimulus and the onset of the evoked noise within certain limits. In recording a
potential. The magnitude of the potential sensory nerve action potential, for exam-
under study dictates the optimal ampli- ple, averaging can virtually eliminate the
fier sensitivity for determination of the background noise up235 to 50 times but not
amplitude and the latency. Overamplifi- 100 times the signal. Electrical division
cation results in truncation of the re- of the summated potential by the number
corded response, whereas underamplifi- of trials will provide an average value of
cation precludes accurate measurements the signal under consideration. Here, the
of its take-off from the baseline. degree of enhancement increases in pro-
A 1.0 mV muscle action potential, if am- portion to the square root of the trial
plified 1000 times, causes a 1 cm vertical number. Thus, four trials give twice as
deflection on the oscilloscope at a display large a response, whereas nine trials give
setting of 1 V/cm. A much smaller sen- three times the response. In other words,
sory or mixed nerve action potential, on the signal-to-noise ratio improves by a
the order of 10 ^tV, requires a total am- factor of the square root of 2 every time
plification of about 100,000 times. With the number of trials is doubled.
96 Nerve Conduction Studies
poses theoretical rather than practical con- The usual measurements include am-
cern in the usual clinical setup, placing the plitude from the baseline to the negative
anode 2-3 cm proximal to the cathode pre- peak or between negative and positive
cludes the possibility of blocking the prop- peaks; duration from the onset to the neg-
agation of the nerve impulse. Pulses of ative or positive peak or to the final re-
moderate intensity help adjust the position turn to the baseline; and latency, from the
of the cathode until further relocation stimulus artifact to the onset of the neg-
causes no change in the size of the mus- ative response. Electronic integration can
cle action potential. With the cathode at the provide the area under the waveform,
best stimulating site, increasing the inten- which shows a linear correlation to the
sity elicits a progressively larger response product of the amplitude and duration
until it reaches a maximal potential. In- measured by conventional means.108 La-
creasing the stimulus further should result tency consists of three components: (1)
in no change in the size of the muscle po- nerve activation time from application of
tential. The use of a 20-30 percent supra- the stimulus to the generation of action
maximal intensity guarantees the activa- potential, (2) nerve conduction time, from
tion of all the nerve axons innervating the the stimulus point to the nerve terminal,
recorded muscle. and (3) neuromuscular transmission time,
With belly-tendon recording, the propa- from the axon terminal to the motor end
gating muscle action potential, originating plate, including the time required for gen-
under GI, located near the motor point, eration of muscle action potential. Onset
gives rise to a simple biphasic waveform latency in general provides a measure of
with the initial negativity (see Chapter 2-4). the fast-conducting motor fibers, al-
A small positive potential may precede the though the shortest, but not necessarily
negative peak with inappropriate 77 position- fastest, axons may give rise to the initial
ing of the recording electrodes. If GI potential.
placed outside the motor point records a
positivity from one part of muscle and a
negativity from another, canceling effect Calculation of
makes the initial segment isoelectric with Conduction Velocity
apparent delay of onset.298 This "false" mo-
tor point may also result from inadvertent The motor nerve conduction time equals
recording from nearby muscles.63 The lo- the latency minus the time for nerve ac-
cation of G2 substantially influences the tivation, and neuromuscular transmis-
waveform of recorded response.27 sion including the generation of muscle
The compound muscle action potential action potential. The latency difference be-
consists of many motor unit action poten- tween the two responses elicited by stim-
tials within the recording radius of the ac- ulation at two separate points, in effect,
tive electrode in the range of 20 mm from excludes these components common to
the skin surface.16 A single shock applied both stimuli. Thus, it represents the time
to the nerve activates a group of motor units necessary for the nerve impulse to travel
slightly asynchronously, reflecting the dif- from one point of stimulation to the next
ference in conduction velocity and in ter- (Fig. 5-2). Dividing the distance between
minal length of individual nerve axons (see the stimulus points by the corresponding
Chapter 7-5). Temporally dispersed im- latency difference derives the conduction
pulses result in a degree of phase cancel- velocity. The reliability of results depends
lation depending on the nerve length under on accuracy in determining the length of
study and other multiple factors. The loca- the nerve segment, estimated with the
tion of the pick up electrodes determines surface distance along the course of the
the spatial orientation to the constituent nerve, and the latency measurements at
motor units and consequently the pattern the two stimulus sites. To recapitulate,
of their contribution.30,161,168,184,221,318,319 the nerve conduction velocity equals
The use of large electrodes tends to reduce
site-induced
305,317
variability of recorded poten-
tials.
98 Nerve Conduction Studies
where D is the distance between the two improve the accuracy of latency determi-
stimulus points in millimeters, and Lp and nation.226 The actual conduction time in
Ld, the proximal and distal latencies in the terminal segment (Ld) slightly exceeds
milliseconds. Stimulation at multiple the calculated value (Ld' = D/CV) for the
points along the length of the nerve allows same distance (D) based on the conduc-
calculation of segmental conduction ve- tion velocity (CV) of more proximal seg-
locities. Separation of the two stimulation ments. The difference (Ld - Ld'), known as
points by at least several centimeters, and the residual latency, provides a measure
preferably more than 10, improves the ac- of the conduction delay at the nerve ter-
curacy of surface measurement and, con- minal153,172
and at the neuromuscular junc-
sequently, determination of conduction tion. The ratio between the calcu-
velocity. In the case of restricted lesions, lated and measured latency (Ld'/Ld),
as in a compressive neuropathy, however, referred to as the terminal latency index,
the inclusion of longer unaffected seg- also relates to distal conduction delay (see
ments dilutes the effect of slowing and Chapter 6-2).280 For example, a patient
lowers the sensitivity of the test. Here, in- with a measured distal latency (Ld) of 4.0
cremental stimulation across the shorter ms for the terminal distance of 8 cm, and
segment helps isolate the localized ab- forearm conduction velocity (CV) of 50
normality that may otherwise escape de- m/s would have a calculated latency (Ld')
tection (see Chapters 6-2, 7-6). of 1.6 ms (8 cm/50 m/s), residual latency
The latency from the most distal stim- of 2.4 ms (4.0-1.6 ms), and terminal in-
ulus point to the muscle includes not only dex ratio of 0.4 (1.6 ms/4.0 ms).
the nerve activation and conduction time
but also neuromuscular transmission
time. The inclusion of the additional fac- Possible Sources of Error
tors precludes calculation of conduction
velocity over the most distal segment. In normal subjects, shocks of supramax-
Here, meaningful comparison requires the imal intensity elicit almost, but not ex-
use of either premeasured fixed distance actly, identical compound muscle action
or anatomic landmarks for electrode potentials, depending on the nerve length
placement.223 Both approaches equally between the stimulating and recording
Principles and Variations of Nerve Conduction Studies 99
tal nerve segment results from distal para- phase cancellation between peaks of op-
nodal demyelination.13 With neurapraxia, posite polarity based on pathologically in-
proximal stimulation above the lesion creased temporal dispersion 165 in the ab-
gives rise to a smaller compound muscle sence of a conduction block. Such an
action potential than does a distal stimu- excessive temporal dispersion commonly
lation below the lesion (Figs. 5-6 and 5-7). develops in acquired demyelinative neu-
A reduction in size of the compound mus- ropathies (Fig. 5-8). If the distal and prox-
cle action potential may also result from imal responses assume dissimilar wave-
Figure 5-6. A 67-year-old man with an acute onset of footdrop after chemotherapy and radiation treatment
of prostate cancer. Although epidural metastasis was suspected clinically because of backache, nerve con-
duction studies showed evidence of a conduction block at the knee, indicating a compression neuropathy.
[From Kimura,163 with permission.]
101
102 Nerve Conduction Studies
Figure 5-7. A 34-year-old man with selective weakness of foot dorsiflexors and low back pain radiating to
the opposite leg. Nerve conduction studies revealed a major conduction block between the two stimulation
sites, b and b', at the knee. The weakness abated promptly when the patient refrained from habitual leg
crossing. [From Kimura,163 with permission.]
forms, their onset latencies may represent mean normal value suggests 181 peripheral
two groups of motor fibers with different nerve disease, not myelopathy.
conduction characteristics, precluding ac- Absent or very small proximal responses
curate calculation of velocity. indicate that most of the nerve fibers fail to
A prolonged latency or slowing of the conduct across the site of the presumed le-
conduction velocity may also result from sion (Fig. 5-9). One must then differentiate
axonal neuropathy95 with loss of the fast- a neurapraxic lesion from nerve transec-
conducting fibers. A major reduction in tion. In either case, nerve stimulation dis-
amplitude to less than 40-50 percent of tal to the lesion elicits an entirely normal
the mean of the normal value usually ac- muscle action potential for the first 4-7
companies this type of slowing. In fact, if days. During the second week, however, the
the amplitude remains more than 80 per- normal distal excitability distinguishes
cent of the control value, a reduction of neurapraxic changes from axonal abnor-
the conduction velocity to less than 80 malities. With neurotmesis, stimulation be-
percent of lower limits of normal suggests low the point of the lesion produces no
the presence of demyelination. With a fur- muscle action potentials, because of the ini-
ther diminution of amplitude to less than tial failure at the neuromuscular junction
half the mean normal value, the conduc- (Fig. 5-10). The loss of nerve excitability fol-
tion velocity may fall to 70 percent of the lows during subsequent wallerian degener-
lower limit without demyelination. For the ation. Serial electrophysiologic studies help
same reason, slowed motor conduction delineate progressive recovery from severe
also results from loss of large anterior axonopathy on the basis of the amplitude
horn cells in myelopathies. Here, the mo- of the evoked potential (Fig. 5-11).
tor conduction velocity can decrease to 70 Single stimulation may also evoke var-
percent of the mean normal value with ious types of delayed responses usually
diminution of amplitude to less than 10 representing focal reexcitation of hyper-
percent of normal.180 Regardless of the excitable axons or abnormalities of the
amplitude, however, a conduction veloc- neuromuscular junction (see Chapter 18-
ity reduced to less than 60 percent of the 3).316 Stimulation applied at different lev-
Principles and Variations of Nerve Conduction Studies 103
Lt Tibial Nerve
els combined with the collision method citation,270 excess acetylcholine or acetyl-
helps clarify the origin of stimulus-induced cholinesterase inhibition88 at the neuro-
high frequency discharges,246,271,288 Other muscular junction (see Chapter 27-4) and
causes of repetitive muscle action poten- neuromyotonia185 and related disorders
tials316 include intramuscular nerve reex- (see Chapter 29-4).
104 Nerve Conduction Studies
Figure 5-11 (Cont.). C. Motor conduction studies of the tibial nerve on May 17, 1986. Stimulation at the
knee elicited no response in the intrinsic foot muscle on either side (top three tracings), but a small com-
pound action potential in the gastrocnemius bilaterally (bottom) as the result of early reinnervation. D. An-
tidromic sensory nerve action potential recorded from the second digit after stimulation of the median nerve
at the wrist (W) or elbow (E). The studies on March 17 and 4May 7, 1986, showed no response on either
side, with full recovery by January 8, 1987. [From Afifl et al, with permission.]
sure of early nerve damage by defining ious skin and muscle afferents in hu-
small late components that originate from mans.44,45,47,173,175,284 For example, this
demyelinated, remyelinated, or regener- method allows selective recording from
ated fibers.34,114,269 Minimum conduction nerve fibers with similar functional charac-
velocity calculated from these late com- teristics excited by a mechanical stimulus
ponents normally, averages 15 m/s cor- that46mostly activates Meissner's corpus-
responding281to the fibers of about 4 mm in cles or by vibration, which presumably
diameter. A reduction in minimum drives pacinian corpuscles.126 In contrast,
conduction velocity seves as a sensitive the conventionally recorded orthodromic
measure of neuropathy, often showing compound sensory action potentials re-
otherwise undetectable abnormalities.140 sult from activation of all the large-diame-
The technique of near nerve recording ter fibers excited by supramaximal electri-
also provides unique opportunity to es- cal shocks that bypass the receptors and
tablish physiologic characteristics of var- terminals axons.
Principles and Variations of Nerve Conduction Studies 107
as a criterion for differentiating pregan- this practice, the conduction distance de-
glionic root avulsion from plexopathy.113 termined to the midpoint of GI and G2,
Intra-spinal canal lesions such as radicu- rather than to GI itself, compensates for
lopathy, however, could involve the gan- the discrepancy between the arrival of the
glion or postganglionic portion of the157,192
root impulse and the appearance of the nega-
affecting the digital nerve potential. tive peak.73 The use of modern amplifiers
Distinction from plexopathy then depends with high resolution now makes it feasi-
on the distribution of sensory involve- ble in most cases to measure the sensory
ment. Plexopathy tends to affect multiple latency to the initial positive peak. Deter-
digits, whereas radiculopathy will show mining the conduction distance from the
selective change of the first digit by C6, stimulus point to G1 then allows accurate
the second and third digits by C7, and the calculation of conduction velocity of the
fourth and fifth digits by C8 root lesions.97 fastest fibers.33
This type of assessment must take into With the biphasic digital potential re-
account the relative amplitude values of corded antidromically, the onset latency
the sensory action potential for each measured to the initial take-off of the neg-
digit.55,56,231 ative peak corresponds to the conduction
time of the fastest fibers from the cathode
to GI. The use of the peak latency has
Latency and some justification as a quick estimate of
Conduction Velocity abnormal temporal dispersion, which in-
creases the duration of the evoked poten-
Unlike motor latency, which includes neu- tial. Mesuring both the onset latency and
romuscular transmission, sensory latency duration, however, provides more com-
consists only of the nerve activation and plete data especially with easily detectable
conduction time from the stimulus point antidromic digital potentials, which con-
to the recording electrode. Therefore, siderably exceed orthodromic potentials
stimulation of the nerve at a single site in amplitude. In one study, antidromic
suffices for calculation of conduction ve- conduction times, despite identical mean
locity. The latency of activation, or a fixed values, showed slightly higher standard
delay of about 0.15 ms at the stimulus deviations than orthodromic measure-
site174 makes the calculated conduction ments.33 In another study, the ortho-
velocity slightly slower with the use of dromic recording revealed a shorter distal
measured latency from a stimulus to a latency than the antidromic method in
recording site compared to the latency dif- both median and ulnar nerves.51 For the
ference between two recording sites flank- same segment of the sensory nerve, how-
ing the same nerve segment. In measur- ever, the orthodromic and antidromic po-
ing the latency of the orthodromic sensory tentials recorded using the same inter-
potentials, some electromyographers use electrode 53distance have the identical
the initial positive peak and others the latencies.
subsequent negative peak, as the point of
reference.149 Sensory potentials elicited
by stimulation at different sites vary in 6 NERVE CONDUCTION IN
waveform because of temporal dispersion THE CLINICAL DOMAIN
between fast and slow fibers. The interval
between the positive and negative peaks
also increases in proportion to the nerve The validity of the calculated nerve con-
length tested. Therefore, the conduction duction velocity depends primarily on the
velocity calculated with the latency to the accuracy in determining the latencies and
negative peak does not necessarily relate the conduction distances. Sources of er-
to the fastest conducting sensory fibers. ror in measuring latencies include unsta-
The measurement to the negative peak ble or incorrect triggering of the sweep,
circumvents the technical problems of poorly defined take-off of the evoked re-
identifying the preceding smaller positive sponse, inappropriate stimulus strength,
peak, especially in diseased nerves.110 In and inaccurate calibration. Errors in es-
Principles and Variations of Nerve Conduction Studies 109
Figure 5-12. Relation of age to conduction velocity of motor fibers in the ulnar nerve between elbow and
wrist. Velocities in normal young adults range from 47 to 73 m/s, with most values between 50 and 70 m/s.
Ages plotted indicate the month after the expected birth date based on calculation from the first day of last
menstruation. [From Thomas and Lambert,302 with permission.]
Principles and Variations of Nerve Conduction Studies 111
values at 23-24 weeks of fetal life average amplitude and changes in the 94 shape of the
roughly one third those of newborns of nor- evoked potential (Table 5-3), especially
mal gestational age.57,225,286 In premature when recorded55,56across the common sites of
infants, motor and proprioceptive con- compression. The latencies of the F
duction show a different time course of wave and somatosensory evoked poten-
maturation when studied on the expected tials also72 gradually increase with advanc-
date of birth.26 Fetal nutrition may alter ing age, probably reflecting preferential
peripheral nerve function by influencing loss of the largest and fastest conducting
myelin formation.268 motor units.327
In children and adolescents, from age 3
to 19 years, both motor and sensory con-
duction velocities tend to increase slightly Height and Other Factors
in the upper limb and decrease in the
lower limb183
as a function of age and growth In addition to temperature and age, other
in length. Conduction velocities begin factors that influence nerve conduction
to decline after 30-40 years of age, but measures274,292
include anthropometric charac-
the values normally change301,322
by less than teristics. For example, height shows
10 m/s by the sixtieth year or even negative association with sensory ampli-
the eightieth year.236 The most distal tude and positive association with distal
branches, such as the interdigital nerves, latencies. Sural, peroneal and tibial nerve
may degenerate earlier.188 Table 5-2 conduction velocities all have inverse cor-
summarizes the results of one study220 relation with height in normals261 and 106
in
showing a reduction in the mean conduc- patients with diabetic neuropathy.
tion rate of about 10 percent at 60 years Women have faster conduction velocity
of age. Aging also causes a diminution in and greater amplitude for both motor and
Principles and Variations of Nerve Conduction Studies 113
Figure 5-13. Electrical stimulation of the index finger and recording of sympathetic skin response over the
palm (G1) and the dorsal surface (G 2 ) of the same hand.
Figure 5-14. Electrical stimulation of the big toe and recording of sympathetic skin responses over the sole
(G1) and the dorsal surface (G2) of the same foot.
Figure 5-15. Sympathetic skin responses recorded simultaneously in four limbs of a normal subject after
electrical stimulation of the left wrist. A greater latency for the foot responses than the hand responses re-
flects the different lengths of the descending pathways. Oscilloscope settings consisted of very slow sweep
(500 ms/division), high gain (500 mV/division), and a wideband pass (0.16-3 kHz).
116
Principles and Variations of Nerve Conduction Studies 117
mean onset latency and amplitude were function in Friedreich's ataxia, which pri-
1.50 ± 0.08 s and 3.1 ± 1.8 mV for the marily involves large143myelinated fibers,
hands, and 2.05 ±0.10 s and 3141.4 ± sparing smaller fibers. Ischemic conduc-
0.8 mV for the feet. Neither the site nor tion block of the arm abolishes the previ-
the type of stimulation275 alters the onset ously obtainable response.314 Disorders as-
latency with any consistency, which re- sociated with delayed or absent 31
responses
flects not only the peripheral C fiber func- include lepromatous leprosy, hereditary
tion but also conduction in a long multi- motor329sensory neuropathy,67 chronic ure-
neuronal pathway. In contrast, the density mia, and palmar hyperhidrosis.197
of spontaneously activatable sweat glands The SSR also reflects preganglionic
dictates the amplitude as a measure of pe- sympathetic activity, providing informa-
ripheral sympathetic activity. Lower tem- tion different from the somatic pathway in
peratures reduce the amplitude 62and pro- evaluating myelopathy338 and other het-
long the latency. In one study, cooling erogeneous systemic diseases such as
87,199,338
the whole arm as compared to the hand multiple sclerosis, amyotrophic
induced a greater effect in latency but not lateral sclerosis,70 Parkinson's
299
disease,328
in amplitude. Thus, amplitude change re- and rheumatoid arthritis. Patients show
flects only the neuroglandular junction, no detectable assymetry in the foot 7
as the
whereas latency modulation also involves result of L5 or SI radiculopathies or after
the postganglionic194sympathetic C fibers. sural nerve biopsy.247
In another study, a change in temper-
ature over 32°-34 °C range increased the
amplitude by 8.5 percent and decreased
the latency by 2.5 percent per degree. 8 OTHER EVALUATION
Although SSR can occur in the absence OF NERVE FUNCTION
of normal sweat gland function,18 its ab-
normalities in general correlate 215 reason-
ably well with other sweat tests and Microneurography
certain other measures of autonomic func-
tion 215,278,289 Its variability and rapid Conventional nerve conduction studies
habituation combined with a nonquanti- provide accurate measurement of the
tative nature tend to limit clinical appli- fastest conduction velocities, as well as an
cation. Some consider only its absence or approximate number of volleys and the pat-
major reduction in amplitude as a definite tern of their distribution, based on the size
abnormality,309,310 whereas others regard and waveform of the evoked response. The
a prolonged latency as a sign of neuro- technique usually relies on the application
pathy.66 Magnetic stimulation applied of an artificially synchronized electrical
to the neck evokes easily recordable, stimulus that the nervous system never
highly reproducible sympathetic skin re- experiences in the natural environment.
sponses, refrecting strong afferent sen- Thus, despite the established diagnostic
sory in-puts proximally. The potentials applications, such studies rarely help elu-
thus recorded revealed an orderly latency cidate the exact physiologic mechanisms
gradient from proximal to distral sites of underlying the clinical signs and symp-
all limbs.200,217,218,315 Reported onset la- toms that concern the patients most. For
tencies include 1.0 ±0.1 s (mean ± SD) example, the evaluation of pain and
for the arm, 1.2 ± 0.1 s for the forearm, paresthesia falls outside the conventional
1.1 ± 0.1 s for thigh, 1.5 ± 0.1 s for the stimulation methods, which only detect
calf, and 1.7 ± 0.2 s for the sole.313 deficits in nerve function. Similarly, the
Iontophoresis of atropine into the skin conduction studies help assess the in-
under the recording site abolishes194,289,339
the re- volvement of small fibers only indirectly
sponse. Patients
253
with diabetes, by localizing focal abnormalities of large
scleroderma, familial amyloid polyneu- axons, which may have little to do with
ropathy, or sympathectomy190 have ab-
283
the patient symptoms. Thus, the lack of
sent or reduced response on the affected clinical correlation becomes particularly
limbs. This contrasts to normal autonomic evident when the patient has positive
118 Nerve Conduction Studies
rather than negative signs and small nisms underlying various abnormalities of
rather than large fiber dysfunction. These the somatosensory, motor, and autonomic
and other concerns necessitate a different systems.178 Spontaneous activity identified
approach to explore the areas not easily by this method in cutaneous afferent fibers
accessible by the ordinary means of con- shows a good correlation to paresthesia ex-
duction assessments. perienced in neuropathies, neuromas, en-
Microneurography allows recordings of trapment syndromes, radiculopathies, tho-
impulse activity in single nerve fibers racic outlet syndromes, and Lhermitte's
within skin or muscle nerve fascicles signs.38,39,234,238 High-frequency discharges
through tungsten microelectrodes in- also originate at the site of nerve damage,
serted percutaneously.121 Recording of spontaneously or during and after is-
this type in an alert human subject pro- chemia.9,25,156 A previous impalement of a
vides a great deal of physiologic informa- nerve by a microelectrode gives rise to sim-
tion about various types of fiber popula- ilar abnormalities from discharges gener-
tions.37,120 Most human studies have ated ectopically at the site of injury. These
centered on post-ganglionic sympathetic recordings typically consist of brief bursts
fibers 22,91-93,211,282,296
innervating autonomic effector or- of 2-5 spikes occurring at a frequency of
gans. '325 Other areas of 7-10 Hz with peak instantaneous frequen-
possible interest include cutaneous affer- cies usually exceeding 300 Hz.208
ents from mechano-, thermo- and noci- In the clinical context, microneuro-
ceptors,239,280 and muscle afferents from graphic techniques allow recording of
240,307,308
spindles and Golgi tendon organs. Surface neural activity in single C fibers
stimulation of the receptive field gives rise or autonomic fibers.211,212,294 Despite the-
to evoked sensory action potentials with oretical interest in correlating cutaneous
late components, representing either the pain with neural discharges and vasocon-
high-threshold small-diameter fibers seen striction with sympathetic activity, how-
in normal subjects, or the abnormally low- ever, the technique has limited value for
threshold regenerating or demyelinating electrodiagnostic purposes, primarily be-
fibers seen in patients with neuropa- cause the nature of recording requires the
thy.177 expertise not generally available in an or-
Studies of normal subjects have sub- dinary electromyography laboratory.
stantiated the association between complex
high-frequency burst and sensation of
paresthesia induced by nerve compression, Thermal, Pain, Vibratory,
hyperventilation, or prolonged tetanic stim- and Tactile Sensation
ulation of cutaneous afferents.145,209,241
The findings suggest that the abnormal The cutaneous sensory tests usually in-
sensation results from ectopic discharges clude warm and cold thermal perception,
of hyperexcitable cutaneous afferent. vibration, touch-presure sensation and
Combined with intraneural microstimula- current threshold study.10,79,337 These
tion,241 the method also helps establish quantitative measures have found a limited
the direct link between impulse propaga- but useful role in the characterization and
tion along various primary afferents and quantitation of cutaneous sensory func-
subjective somatosensory experiences. In tion.80,82,213 As a noninvasive, nonaversive
fact, careful stimulation of single efferent method, the test yields reliable results even
axons give rise to distinctive perception cor- in children as young as 4 years old.137 Like
related with the type of cutaneous receptor those of any psychophysiological tests,
in question.210,241 Microstimulation of in- however, the findings vary among different
dividual muscle afferents fails to evoke a control groups—for example, between paid
coherent sensation, but stimulation of joint volunteers and laboratory personnel famil-
afferents evokes sensation of pressure or iar with the procedure.259 Automated tac-
movement in 50 percent of cases.37 tile testers measure threshold values for
In addition to physiologic studies con- light touch, high-frequency vibration, pin-
ducted in healthy subjects, this technique prick,129warming, and two-point discrimina-
can explore the pathophysiologic mecha- tion. Weighted needle pinprick using in-
Principles and Variations of Nerve Conduction Studies 119
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Chapter 6
ASSESSMENT OF
INDIVIDUAL NERVES
1. INTRODUCTION
2. COMMONLY TESTED NERVES IN THE UPPER LIMB
Median Nerve—Motor Fibers
Median Nerve—Sensory Fibers
Multiple Stimulation Across the Carpal Ligament
Ulnar Nerve
Radial Nerve
3. OTHER NERVES DERIVED FROM THE CERVICAL OR
THORACIC NERVE ROOTS
Phrenic Nerve
Greater Auricular Nerve
Cervical Spinal Nerve and Brachial Plexus
Musculocutaneous and Lateral Antebrachial
Cutaneous Nerves
Medial and Posterior Antebrachial Cutaneous Nerves
Intercostal Nerves
4. COMMONLY TESTED NERVES IN THE LOWER LIMB
Tibial Nerve
Common and Deep Peroneal Nerve
Superficial Peroneal Nerve
Sural Nerve
5. OTHER NERVES DERIVED FROM THE LUMBOSACRAL
NERVE ROOTS
Lumbosacral Plexus
Femoral Nerve
Saphenous Nerve
Lateral Femoral Cutaneous Nerve
Posterior Femoral Cutaneous Nerve
Medial Femoral Cutaneous Nerve
Pudendal Nerve
Dorsal Nerve of the Penis
6. CRANIAL NERVES
Mylohyoid, Deep Temporal, and Lingual Nerves
Accessory Nerve
Hypoglossal Nerve
130
Assessment of Individual Nerves 131
nerve, adducting the thumb, and 1 cm sion of carpal tunnel sydrome. Careful se-
further proximally, it activates the origin lection of the most distal point of palmar
of the thenar nerve, abducting the thumb stimulation avoids this error, guided by
(Fig. 6-3). Unlike the sensory nerve, the an appropriate thumb twitch, indicating
motor axons take a recurrent course along contraction of the abductor pollicis bre-
the thenar nerve off the median nerve vis. To further compound the problem, in
trunk. Thus, unless dealing with the ex- rare instances the recurrent182branch may
posed nerve for intraoperative monitor- take an anomalous course.
ing,12 palmar stimulation may inadver- Recording leads consist of an active
tently activate the distal segment of the electrode (G1) over the belly of the ab-
thenar nerve rather than the intended ductor pollicis brevis and an indifferent
branching point (see Chapter 7-3). Specif- electrode (G2) just distal to the metacar-
ically, surface stimulation aimed at the pophalangeal joint (Fig. 6-2A). Depending
origin of the thenar nerve in the palm on the electrode positioning, the poten-
commonly depolarizes the distal branch tials from other intrinsic hand muscles
near the motor point, resulting in an er- innervated by the median nerve con-
roneously short latency. An unreasonably tribute to the evoked response. Compar-
large latency increase between the wrist ison between the muscle action potentials
and palm then presents a false impres- from the second lumbrical innervated by
Assessment of Individual Nerves 133
Figure 6-2. A. Motor and sensory conduction studies of the median nerve. The photo shows stimulation at
the wrist, 3 cm proximal to the distal crease, and recording over the belly (G1) and tendon (G2) of the ab-
ductor pollicis brevis for motor conduction, and around the proximal (G2) and distal (G2) interphalangeal
joints of the second digit for antidromic sensory conduction. The ground electrode is located in the palm.
B. Alternative recording sites for a sensory conduction study of the median nerve, with the ring electrodes
placed around the proximal (G1) and distal (G2) interphalangeal joints of the third digit or the base (G1) and
the interphalangeal joint (G2) of the first digit.
the median nerve and the volar interos- latency difference greater than 0.4-0.5
seous innervated by the ulnar nerve pro- ms suggests an abnormal delay in con-
vides an additional technique to evaluate duction across the distal segment.
the distal segment35,57,143,159,173,187 A Recording from the pronator quadratus
Table 6-1 Median Nerve*
Amplitudef: Latency; to Difference Between Conduction Time Conduction
Site of Motor (mV) Recording Site Right and Left Between Two Points Velocity
Stimulation Sensory (uV) (ms) (ms) (ms) (m/s)
Motor fibers
Palm 6.9 ± 3.2 (3.5)§ 1.86 ±0.28 (2.4)' 0.19 ±0.17 (0.5)*
1.65 ± 0.25 (2.2)* 48.8 ± 5.3 (38)**
Wrist 7.0 ± 3.0 (3.5) 3.49 ± 0.34 (4.2) 0.24 ± 0.22 (0.7)
3.92 ± 0.49 (4.9) 57.7 ± 4.9 (48)
Elbow 7.0 ± 2.7 (3.5) 7.39 ± 0.69 (8.8) 0.31 ±0.24 (0.8)
2.42 ± 0.39 (3.2) 63.5 ± 6.2 (51)
Axilla 7.2 ± 2.9 (3.5) 9.81 ±0.89 (11.6) 0.42 ±0.33 (1.1)
Sensory fibers
Digit
1.37 ±0.24 (1.9) 58.8 ± 5.8 (47)
Palm 39.0 ± 16.8 (20) 1.37 ± 0.24 (1.9) 0.15 ±0.11 (0.4)
1.48 ±0.18 (1.8) 56.2 ± 5.8 (44)
Wrist 38.5 ± 15.6 (19) 2.84 ± 0.34 (3.5) 0.18 ±0.14 (0.5)
3.61 ± 0.48 (4.6) 61.9 ± 4.2 (53)
Elbow 32.0 ± 15.5 (16) 6.46 ± 0.71 (7.9) 0.29 ±0.21 (0.7)
*Mean ± standard deviation (SD) in 122 nerves from 61 patients, 11 to 74 years of age (average, 40), with no apparent disease of the peripheral nerves.
t Amplitude of the "evoked response, measured from the baseline to the negative peak.
Latency, measured to the onset of the evoked response, with the cathode at the origin of the thenar in the palm.
§Lower limits of normal, based on the distribution of the normative data.
'Upper limits of normal, calculated as the mean + 2 SD.
**Lower limits of normal, calculated as the mean - 2 SD.
Assessment of Individual Nerves 135
helps evaluate the lesion involving the an- The terminal latency index serves as a
terior interosseous nerve.127,147 In the measure of the terminal latency adjusted
presence of an anomalous crossover from to the terminal distance and expressed as
the median to ulnar nerve in the forearm, a percentage of the proximal conduction
distal and proximal stimulation elicits velocity. Thus, it equals terminal distance
compound muscle potentials of dissonant divided by the product of terminal latency
wave forms. The latencies of these re- and conduction velocity.49,158,163,164 A
sponses represent two different nerves, value of 0.34 or less suggests dispropor-
precluding their comparison for calcula- tionate distal slowing as in the carpal tun-
tion of the nerve conduction velocity (see nel syndrome and distally prominent
Chapter 7-4). polyneuropathy (see Chapter 5-4).
Figure 6-3. Stimulation of the median nerve with the cathode placed at the origin of the recurrent thenar
nerve and the anode placed 2 cm distally, and recording of the muscle response over the belly (G1) and ten-
don (G2) of the abductor pollicis brevis, with the ground electrode placed between the stimulating and record-
Ing electrodes.
136 Nerve Conduction Studies
Figure 6-4. Stimulation of the median nerve at the wrist and palm with the cathode placed 3 cm proximal,
and 5 cm distal, to the wrist crease, and the anode placed 2 cm proximally, and recording of the antidromic
digital potential with the ring electrodes placed 2 cm apart around the proximal (G1) and distal (G2) inter-
phalangeal joints of the ring finger (cf. Figure 6-11).
other nerves may confuse the issue. Some tentials suffices for routine14,32
clinical pur-
investigators take advantage of this spread poses. Alternatively, digital or palmar
to gain an instantaneous comparison of the stimulation31,45allows recording of the or-
median nerve136 to the ulnar nerve79,178 or the thodromic sensory potential at the palm,
radial nerve. wrist, or elbow with either surface elec-
Separate stimulation of the median and trodes or needle electrodes. This method
ulnar nerves at the wrist evokes a corre- demands a higher resolution to compen-
sponding sensory potential of the fourth sate for a smaller size of the orthodromic
digit at nealy the identical latency for the potential. The averaging technique offers
same conduction distance (Fig. 6-5). Ad- a distinct advantage in detecting such
ditional palmar stimulation at a fixed dis- small nerve potentials, especially in a dis-
tance from the wrist, usually 8 cm, allows eased nerve. Women tend to have greater
segmental latency calculation as one of orthodromic median sensory nerve action
the most sensitive, practical measures of potential at the wrist than men, possibly
comparison between the two nerves (Fig. reflecting smaller wrist size.110
6-6). Unnecessarily strong shocks applied The palmar cutaneous branch of the me-
to the palm tend to coactivate the median dian nerve usually arises about 5.5 cm
and ulnar sensory fibers innervating the proximal to the radial styloid and inner-
fourth digits. Selective stimulation of one vates skin of the thenar eminence. An-
or the other branch results from careful tidromic stimulation of the median nerve
application of electrodes along the line elicits sensory potentials over the mid-
connecting the medial or lateral aspect of thenar eminence. In one series, normal
the fourth digit and the ulnar or median values over 10 cm segments included the
nerve at the wrist. Slight twich of ulnar or onset latency of 2.6 ± 0.2 ms (mean ± SD)
median innervated muscle usually signals and amplitude of 12 ± 4.6 uV.111 This
proper placement of the stimulator. In our technique may help differentiate the car-
series (Table 6-3), normal values con- pal tunnel syndrome that spares the pal-
sisted of the onset latency of 2.88 ± 0.35 mar cutaneous branch from a more prox-
ms (mean ± SD) after wrist stimulation imal injury.
and distal amplitude of 37.6 ± 17.2 uV af-
ter palm stimulation for the median nerve,
and 2.86 ± 0.37 ms and 46.1 ± 24.3 uV Multiple Stimulation Across
for the ulnar nerve. The latency difference the Carpal Ligament
between the two nerves was 0.01 ± 0.17
ms with an upper limit of normal of 0.4 The use of palmar stimulation provides a
ms defined as the mean +2 SD. simple means of identifying conduction
Unlike the compound muscle action po- abnormalities of sensory or motor fibers
tentials that maintain nearly the same am- under the transverse carpal ligament or
plitude irrespective of stimulus site, the an- along its most terminal segment.108,168
tidromically activated digital potentials This distinction differentiates the carpal
diminish substantially with increasing tunnel syndrome from a distal neuropathy
nerve length under study. Indeed, stimula- seen, for example, in digital nerves of dia-
tion at Erb's point or the axilla may fail to betics.22,66 Stimulation of the median
elicit unequivocal digital potentials without nerve at multiple sites across the wrist (Fig.
the use of an averaging technique. Here, 6-7) further localizes the point of maximal
temporal dispersion between fast- and conduction delay within the distal segment
slow-conducting fibers results in duration- of the median nerve.92,.93,128,148 Short seg-
dependent phase cancellation (see Chapter mental stimulation of the motor fibers
7_5). 13,96 In addition, naturally recurring poses a less technical challenge when
orthodromic sensory impulses may par- recording from the lumbricals than from
tially extinguish the antidromic impulse by abductor pollicis brevis (see Chapter 7-3).
collision. These tendencies favor a proximal Incremental stimulation provides the only
stimulation over a more distal stimulation way to precisely localize a motor lesion,
in proportion to the distance between the which may deviate from the usual site of
stimulating and recording electrodes. compression (see Chapter 26-5).
Recording of the antidromic sensory po- The sensory axons normally show a pre-
Antidromic Sensory Conduction
Site of
Stimulation
Figure 6-7. A. Twelve sites of stimulation in 1 cm increments along the length of the median nerve. The
"0" level at the distal crease of the wrist corresponds to the origin of the transverse carpal ligament. The
photo shows a recording arrangement for sensory nerve potentials from the second digit and muscle action
potentials from the abductor pollicis brevis. [From Kimura, with permission.] B. Sensory nerve potentials in
a normal subject recorded after stimulation of the median nerve at multiple points across the wrist. The
numbers on the left indicate the site of each stimulus (compare with A). The latency increased linearly with
stepwise shifts of stimulus site proximally in 1 cm increments. [From Kimura,93 with permission.]
Figure 6-7. C. Sensory nerve potentials in a patient with the carpal tunnel syndrome. Both hands showed
a sharply localized slowing from -2 to -1 with the calculated segmental conduction velocity of 14 m/s on
the left (top) and 9 m/s on the right (bottom). Note a distinct change in waveform of the sensory potential
at the point of localized conduction delay. Double-humped appearance at -2 on the left suggests sparing of
some sensory axons at this level. Temporarily dispersed responses on the right at — 1 and beyond had greater
negative and positive peaks in area compared to normal, more distal responses, presumably because of loss
of physiologic phase cancellation (see Chapter 7-5). [From Kimura,93 with permission.] D. Sensory nerve po-
tential in a patient with the carpal tunnel syndrome. Both hands show a sharply localized slowing from -3
to -2, with a segmental conduction velocity of 10 m/s on the left (top) and 7 m/s on the right (bottom). An
abrupt change 93in waveform of the sensory potential also indicates the point of localized conduction delay.
[From Kimura, with permission.] E. Sensory nerve potential in a patient with the carpal tunnel syndrome
before (A) and after (B) surgery. Preoperative study showed a localized slowing from -4 to -3 with a calcu-
lated segmental conduction velocity of 8 m/s, which normalized in a repeat study conducted six months
postoperatively.
142
Assessment of Individual Nerves 143
surface electrodes placed over the belly of muscles such as flexor carpi ulnaris177 or
the abductor digit minimi (G1) and its ten- flexor digitorum profundus.53 Common
don (G2) 3 cm distally (Fig. 6-8A). Alter- sites of stimulation include palm, wrist, ax-
native recording sites include forearm illa, and Erb's point (Fig. 6-9A,B). The use
144 Nerve Conduction Studies
of a fixed distance from the distal crease eliminated by the collision technique.91 Ta-
of the wrist or from the recording electrode bles 6-2 and 6-4 show the normal values
improves the accuracy of latency compar- in our laboratory.
ison between the two sides and among dif- Stimulation of the motor fibers above
ferent subjects. In our laboratory, we place and below the elbow helps document a
the cathode 3 cm proximal to the distal tardy ulnar palsy and a cubital tunnel
crease of the wrist and the anode 2 cm fur- syndrome. For accurate determination of
ther, proximally. Spread of stimulus cur- conduction velocity, the distance between
rent at Erb's point or in the axilla causes the proximal and distal sites of stimula-
less obvious problems in studying the ul- tion should exceed 10 cm to minimize
nar nerve, as compared with the median measurement error. The conventional
nerve, because the hypothenar eminence studies often fail to uncover the abnor-
contains only ulnar-innervated muscles. malities early because a focal slowing in-
Nonetheless, coactivation of the median duces an insignificant delay when calcu-
nerve gives rise to volume-conducted po- lated over a longer segment. Segmental
tentials from the thenar eminence, unless stimulation across the elbow in 1-2 cm
Table 6-4 Ulnar Nerve*
Amplitudef: Difference
Motor (mV) Latency to Between Conduction Time Conduction
Site of Sensory Recording Site Right and Left Between Two Points Velocity
Stimulation G*v) (ms) (ms) (ms) (m/s)
Motor fibers
Wrist 5.7 ± 2.0 (2.8)§ 2.59 ± 0.39 (3.4)* 0.28 ± 0.27 (0.8)'"
3.51 ± 0.51 (4.5)* 58.7 ± 5.1 (49)**
Below elbow 5.5 ± 2.0 (2.7) 6. 10 ±0.69 (7.5) 0.29 ± 0.27 (0.8)
1.94 + 0.37 (2.7) 61.0 ± 5.5 (50)
Above elbow 5.5 ± 1.9 (2.7) 8.04 ± 0.76 (9.6) 0.34 ± 0.28 (0.9)
1.88 ±0.35 (2.6) 66.5 ± 6.3 (54)
Axilla 5.6 ±2.1 (2.7) 9.90 ±0.91 (11.7) 0.45 ±0.39 (1.2)
Sensory fibers
Digit
2.54 ±0.29 (3.1) 54.8 ± 5.3 (44)
Wrist 35.0 ± 14.7 (18) 2.54 ±0.29 (3.1) 0.18 + 0.13 (0.4)
3.22 ±0.42 (4.1) 64.7 ± 5.4 (53)
Below elbow 28.8 ± 12.2 (15) 5.67 ± 0.59 (6.9) 0.26 ± 0.21 (0.5)
1.79 ± 0.30 (2.4) 66.7 ± 6.4 (54)
Above elbow 28.3 ± 11.8 (14) 7.46 ± 0.64 (8.7) 0.28 ± 0.27 (0.8)
*Mean ± standard deviation (SD) in 130 nerves from 65 patients, 13 to 74 years of age (average, 39), with no apparent disease of the peripheral nerves.
fAmplitude of the evoked response, measured from the baseline to the negative peak.
Latency, measured to the onset of the evoked response, with the cathode 3 cm above the distal crease in the wrist.
§Lower limits of normal, based on the distribution of the normative data.
'"Upper limits of normal, calculated as the mean + 2 SD.
**Lower limits of normal, calculated as the mean — 2 SD.
146 Nerve Conduction Studies
Figure 6-1O. Stimulation of the ulnar nerve in the palm with the cathode placed over the palmar branch
and the anode 2 cm distally, and recording of the muscle response over the belly of the adductor pollicis
brevis (G1) referenced to the thumb (G2). Appropriate thumb twitch confirms activation of the deep palmar
branch of the ulnar nerve as opposed to the recurrent thenar nerve, which usually lies 1 cm more proxi-
mally (cf. Figure 6-3).
increments detects an abrupt change in digiti minimi and 1.3 ms for the latency
latency and waveform of the compound difference between the two sides.132 In the
action potential at the site of localized com- assessment of the deep palmar branch, the
pression.18,83,94 The ulnar nerve slides size of muscle response elicited by stimu-
back and forth in the cubital tunnel with lation in the palm distal to the site of the
flexion and extension of the elbow joint.67 lesion provides a good measure of the
Thus, normal values vary depending on number of remaining motor axons (Fig.
8
the position of the elbow and, to a lesser 6-10). Lumbrical-interosseous comparison
degree, of the wrist.151 Holding the arm described for median nerve study (see
either at 135° or 90° flexion during stim- above) also serves in assessing a distal ul-
ulation and measurement minimizes the nar nerve lesion, which typically causes a
error.98,100 latency difference greater than 0.2 ms in
The study of the deep palmar motor the reverse direction.101,160
branch depends on recording the muscle Stimulation of the ulnar nerve trunk elic-
potential from the first dorsal interosseous its an antidromic sensory potential of the
or adductor pollicis after stimulation of the fourth and fifth digits (Fig. 6-8A,B). The
ulnar nerve at the wrist (Fig. 6-8B). The common sites of cathodal points include
latency difference between the hypothenar above and below the elbow,54 3 cm proxi-
and thenar responses provides a measure mal to the distal crease at the wrist, and
of conduction along the deep branch. In 5 cm distal to the crease in the palm, with
one series, the upper limit of the normal the anode located 2 cm further proximally
range based on 373 studies included 4.5 (Fig. 6-11). These stimulus sites make the
ms for the distal latency to the first dorsal studies comparable to those of the median
interosseous, 2.0 ms for the latency differ- nerve (see Fig. 6-1). The fourth and fifth
ence between this muscle and adductor digits provide assessment of C8 and Tl
Assessment of Individual Nerves 147
Figure 6-11. Stimulation of the ulnar nerve at the wrist and palm with cathode placed 3 cm proximal, and
5 cm distal to the wrist crease and the anode placed 2 cm proximally, and recording of the antidromic dig-
ital potential with the ring electrodes placed 2 cm apart around the proximal (G1) and distal (G2) interpha-
langeal joints of the ring finger. This arrangement yields results directly comparable to the analogous study
of the median nerve (cf. Figs. 6-4, 6-5, and 6-6).
roots, lower trunk, and medial cord. Stim- Placing the active electrode (G1). between
ulation of the digital nerve with ring elec- the fourth and fifth metacarpals optimizes
trodes placed around the interphalangeal the recording with the reference electrode
joints of the fifth digit, cathode proximally, (G2) at the base of the fifth digit (Fig.
elicits orthodromic sensory potential at 6-8C). Stimulation of the ulnar nerve
various sites along the course of the nerve. trunk more proximally elicits a mixed
Stimulation of the nerve at the palm or nerve potential that slightly precedes a
wrist gives rise to a mixed nerve potential large muscle action potential from the in-
of the ulnar nerve proximally (Fig. 6-12). trinsic hand muscles. The dorsal ulnar
These studies help differentiate lesions of cutaneous nerve, like the ulnar nerve
C8 and Tl roots from those of the lower proper, derives from C8-T1 roots, the
trunk, medial cord of the brachial plexus, lower trunk and the medial cord, but it
or ulnar nerve. Preganglionic C8 and Tl escapes compression at Guyon's canal.
root avulsion should spare sensory poten- The normal values of the sensory poten-
tials despite clinical sensory loss. tial established in one study77 include am-
The dorsal sensory branch, called the plitude of 20 ± 6 uV with distal stimula-
dorsal ulnar cutaneous nerve, leaves the tion, distal latency of 2.0 ± 0.3 ms (mean ±
common trunk of the ulnar nerve 5-8 cm SD) when recorded 8 cm from the point of
proximal to the ulnar styloid.77,89 It be- stimulation and conduction velocity of 60 ±
comes superficial between the tendon of the 4.0 m/s between elbow and forearm. This
flexor carpi ulnaris and the ulna.10 Surface technique complements the conventional
stimulation here selectively evokes an- study of the ulnar nerve after a severe le-
tidromic sensory potentials over the dor- sion at the wrist that has precluded the
sum of the hand, although anatomic vari- recording from the hypothenar muscles or
ations may alter cutaneous innervation.138 digits. It also helps localize a lesion within
148 Nerve Conduction Studies
Figure 6-12. Stimulation of the ulnar nerve in the palm with the cathode placed 2 cm proximal to the an-
ode, and recording of mixed nerve potential with the active electrode (G1) over the ulnar nerve trunk 8 cm
proximal to the cathode and the reference electrode (G2) 2 cm further proximally.
the forearm in the segment proximal or dis- tensor digiti minimi on the dorsal aspect
tal to the take-off of this branch with its of the ulna, 8 to 10 cm proximal to the
origin an average distance of 6.4 cm above styloid process. Either a needle electrode
the wrist.10 Its abnormality implies axonal or surface electrodes suffice (Fig. 6-14A)
degeneration with localization of the lesion when recording muscle action potentials
to a more proximal site. Conversely, the from the extensor digitorum communis188
presence of a normal response combined or the extensor indicis.
with abnormal digital ulnar sensory poten- In motor conduction studies, commonly
tial usually,68,89 though not always,179 lo- encountered errors result from such tech-
calizes an ulnar neuropathy to the wrist. nical problems as submaximal stimulation
in an obese or muscular limb, coactivation
of a number of extensors, and distortion of
Radial Nerve the waveform by volume-conducted poten-
tials from distant muscles. Further, distal
The radial nerve becomes relatively su- stimulation activates fewer muscles than
perficial at supraclavicular fossa, in the does proximal stimulation, making a valid
axilla near the spinal groove, above the el- comparison between the two responses dif-
bow, and in the forearm (Fig. 6-13A.B). ficult. The use of needle electrodes for stim-
The optimal sites of electrical stimulation ulation and recording helps circumvent
of the motor fibers therefore include (1) some of these limitations.50 Needle elec-
Erb's point, (2) between the coraco- trodes also enable relatively selective
brachialis and medial edge of the triceps recording from more proximal muscles such
about 18 cm proximal to the medial epi- as the anconeus, brachioradialis, and tri-
condyle, (3) between the brachioradialis ceps. In assessing the axilla to elbow seg-
and the tendon of the biceps 6 cm proxi- ment, anterior surface tape measurement
mal to the lateral epicondyle, and (4) be- compares most favorably with the actual
tween the extensor carpi ulnaris and ex- anatomic length.80
Assessment of Individual Nerves 149
The sensory branches run deep at the or between the second and third
level of the elbow, where the posterior an- metacarpals.167 An additional stimulation
tebrachial cutaneous nerve emerges to in- at the elbow under the brachioradialis
nervate the dorsolateral aspect of the fore- muscle lateral to the biceps tendon (see Fig.
arm.23 It then becomes more superficial 6-13B) allows determination of conduction
about 10 cm above the lateral styloid velocities in the segments between elbow
process. The sensory fibers cross the ex- and wrist and wrist and thumb.24,52,157,162
tensor 41,42
pollicis longus at the base of the Sensory fibers innervating the thumb orig-
thumb and are palpable at this point. inate from C6 and C7 roots and traverse
Percutaneous stimulation at the lateral upper and middle trunk before entering the
edge of the radius in the distal forearm posterior cord. Preganglionic avulsion of
10-14 cm proximal to the base of the the C6 and C7 roots results in a clinical
thumb elicits an antidromic sensory po- sensory loss associated with no abnormal-
tential recordable by a pair of ring elec- ities of the sensory potentials.
trodes placed around the thumb (Fig. Stimulation of the radial nerve at the
6-14B). Alternative arrangements combine thumb or the wrist elicits orthodromic
the disc electrode (G1) over the first web sensory potentials at the elbow or axilla.
space or slightly more proximally in the Spread of current to the median nerve,
snuffbox, with the reference electrode (G2) which partially supplies the thumb, ac-
near the first dorsal interosseous113,116 counts for 25 percent of the sensory po-
Figure 6-14. A. Motor and sensory conduction studies of the radial nerve. The photo shows stimulation in
the forearm with the cathode at the lateral edge of the extensor carpi ulnaris muscle, 8 to 10 cm proximal
to the styloid process. The monopolar needle electrode (G1) is inserted in the extensor indicis with a refer-
ence electrode (G2) over the dorsum of the hand laterally for motor conduction studies. The recording elec-
trodes are placed around the base (G1) and interphalangeal joint (G2) of the first digit for antidromic sen-
sory conduction. B. Alternative stimulation and recording sites for antidromic sensory nerve conduction
study of the radial nerve. The photo shows the cathode placed at the lateral edge of the radius in the dis-
tal forearm, with the anode placed 2 cm proximally. The recording electrodes are placed either around the
base (G1) and interphalangeal joint (G2) of the first digit or over the palpable nerve between the first and
second metacarpals (G1) and 2-3 cm distally (G2).
Assessment of Individual Nerves 151
tentlal recorded over the radial nerve at anode. With an optimally placed needle,
the wrist or elbow, and 175
50 percent of that shocks of very low intensity suffice for se-
recorded at the axilla. Stimulation at lective stimulation of the phrenic nerve,
the wrist, especially with needle electrodes contracting the diaphragm as evidenced
placed along the nerve, accomplishes by hiccup or interruption of voluntarily sus-
more selective activation of the radial tained vocalization. Supramaximal stimu-
nerve. Table 6-5 summarizes the results lation may coactivate the brachial plexus
in one series.175 Orthodromic potentials located posteriorly behind the anterior sca-
may be recorded from the snuffbox after lene muscle. The diaphragmatic action po-
stimulation of the third digit,81 indicating tential gives rise to a strong positMry at the
inconsistent anomalous innervation of
this finger by the radial nerve.181
Phrenic Nerve
Conduction studies of the phrenic nerve,
though described early0,33,130 have not
gained popularity in part because surface
stimulation in the cervical area requires
shocks of a relatively high intensity. More-
over, some patients tolerate the esopha-
geal electrode used for recording the di-
aphragmatic potentials poorly.
As an alternative method, some inves-
tigators118 use a standard monopolar nee-
dle electrode inserted medially from the
lateral aspect of the neck at the level of
the cricoid cartilage (Fig. 6-15). After tra-
versing the posterior margin of the sterno- Figure 6-15. Motor conduction study of the phrenic
cleidomastoid muscle, the needle tip nerve. The diagram shows stimulation with a nee-
comes to within a few millimeters of the dle inserted medially through the posterior margin
phrenic nerve and adequately distant of the sternocleidomastoid at the level of the cricoid
from the carotid artery anteriorly and the cartilage. The recording electrodes are placed on the
xiphoid process (G1) and at the eighth intercostal
apex of the lung inferiorly. A metal plate space near the costochondral junction (G2). [From
placed on the manubrium serves as the MacLean and Mattioni,118 with permission.]
152 Nerve Conduction Studies
7th or 8th intercostal space near the cos- ported values include latency of 1.7 ± 0.2
tochondral junction and a mild negativity ms (mean ± SD) for the distance of 8 cm
at the xiphoid process.120 Paired surface and conduction velocity 133
of 46.8 ± 6.6 m/s
electrodes placed over these recording sites, in 20 healthy subjects, and latency of
therefore, register the largest amplitude 1.9 ± 0.2 ms, and amplitude of 22.4 ± 8.9
with summation of out-of-phase activities. uV in 32 normal control subjects.97
Normal ranges established using 118 needle
stimulation in 30 healthy subjects very
closely approximate the earlier results Cervical Spinal Nerve and
obtained by surface stimulation (Table Brachial Plexus
6-6).130
Phrenic nerve conduction studies com- The brachial plexus comprises the anterior
plement needle electromyography of the rami of the spinal nerves derived from the
diaphragm by identifying the nature and C5 through C8, and T1 roots. Surface stim-
site of disorder of the respiratory system.9 ulation at Erb's point (see Fig. 1-8) acti-
Diaphragmatic compound muscle action vates the 60
proximal muscles of the shoul-
potentials show good intraindividual side- der girdle. It also evokes action potentials
to-side agreement for latency but not in the distal muscles such as those of the
for amplitude.171 Nonetheless, amplitude thenar and hypothenar eminence. The vol-
value serves as a better measure than the ume-conducted potentials from a number
latency in predicting respiratory dysfunc- of coactivated muscles interfere with the
tion.21 In one study of 50 phrenic nerves accurate recording of the intended signal
in 25 healthy subjects,25 normal values even with the electrode placed over a spe-
(mean ± SD) included the latency of 6.54 ± cific intrinsic hand muscle. A collision
0.77 ms and the amplitude of 660 ± 201 technique circumvents this difficulty by
uV, with the right-left difference of 0.34 ± blocking the unwanted impulse with a sec-
0.27 ms and 66.3 ± 65.3 uV. ond stimulus applied distally to the nerve
not under consideration (see Chapter 7-3).
The use of needle electrodes accomplishes
Greater Auricular Nerve more selective stimulation but carries the
risk of inducing pneumothorax.135
The greater auricular nerve, derived mainly The triceps has the endplate zone ver-
from the C2 and C3 roots, winds around tically oriented with the distal portion of
the posterior border of the sternomastoid the muscle innervated by longer nerve
and ascends cephalad on the surface of branches. Thus, the latency of a recorded
that muscle from the neck to the ear. Stim- response increases with the distance from
ulation with a pair of surface electrodes the stimulus point. The latency changes
firmly placed against the lateral border of nonlinearly reflecting irregularly spaced
the sternocleidomastoid muscle elicits an points of innervation. The biceps and del-
orthodromic sensory potential easily de- toid muscles have one or more horizon-
tectable on the back of the ear lobe. Re- taly directed endplates mostly in the mid-
Assessment of Individual Nerves 153
dle of the fibers.121,123,125 The point of positioning the needle slightly caudal to
recording does not affect the latency of the the C7 spinous process stimulates the C8
response in these muscles as much as and Tl spinal nerves simultaneously for
in the triceps. The same probably applies conduction across the lower trunk and
to the infraspinatus and supraspinatus. medial cord (Fig. 6-16B). The needle in-
Recording from the serratus anterior85 serted between these two points activates
permits conduction studies of the long the C6, C7, and C8 spinal nerves simul-
thoracic nerve.139,140 taneously, for evaluation of the posterior
The needle electrodes register from a cord. A metal plate or disk electrode on
more limited area, providing a reliable the skin surface or a second needle elec-
measure of latencies, even with102simulta- trode serves as the anode. Alternatively,
neous activation of many nerves. Intra- placing the anode over the T2 spinous
muscular recordings, however, fail to re- process allows activation of the C8 and Tl
veal the true waveform of the compound with the stimulating cathode inserted at
muscle action potential because of re- the C5-C6 level, minimizing the risk of
stricted recording area. When testing a pneumothorax.135,153
unilateral involvement of the brachial Recording from several muscles helps
plexus, comparison between the affected evaluate different portions of the brachial
and normal sides offers the most sensitive plexus—for example, biceps for the upper
indicator (Table 6-7). The standard proto- trunk and lateral cord, triceps for the pos-
col calls for equalizing the distance be- terior cord, and ulnar-innervated intrin-
tween the stimulating and recording elec- sic hand muscles for the lower trunk and
trodes on both sides. This principle holds medial cord. Table 6-8 summarizes the
in the study of any muscle of the shoulder conduction time across the brachial
girdle, and particularly that of the triceps plexus calculated by subtracting the dis-
for the reasons stated previously. tal latency of the ulnar nerve.17 The side-
A localized stimulus applied through a to-side difference exceeding 0.6 ms indi-
needle electrode can directly activate the cates unilateral lesions, making it a more
spinal nerve at the junction of the respec- sensitive index than the absolute latency.
tive ventral and dorsal roots.7,86,118,119,126
The uninsulated tip comes to an optimal
position when a standard 50-75 mm Musculocutaneous and
monopolar needle, inserted perpendicular Lateral Antebrachial
to the skin surface, rests directly on the Cutaneous Nerves
vertebral transverse process. Joint stim-
ulation of the C5 and C6 spinal nerves by Optimal sites of stimulation for motor
placing the needle 1-2 cm lateral to the conduction129,172 include the posterior
C5 spinous process tests the upper trunk cervical triangle 3 to 6 cm above the clav-
and lateral cord (Fig. 6-16A). Similarly, icle just behind the sternocleidomastoid
Figure 6-16. A. C5 and C6 root stimulation. The diagram shows the needle inserted perpendicular to the
skin, 1-2 cm lateral to the C5 spinous process. B. C8 and Tl 1 root stimulation. The diagram shows the
needle inserted slightly caudal to the C7 spinous process. [From MacLean,117 with permission.]
muscle (see Fig. l-9)61,102 and the axilla the posterior cervical triangle and axilla by
between the axillary artery medially and the same electrodes positioned to stimulate
the coracobrachialis muscle laterally.145 motor fibers. The same stimulus also elic-
Either surface electrodes or needle elec- its antidromic sensory potential of the dis-
trodes suffice to stimulate the nerve and tal branch, the lateral antebrachial cuta-
to record the muscle action potentials neous nerve of the forearm (Fig. 6-17). The
from the biceps brachii (Table 6-9). recording electrode is placed 12 cm distally
The sensory branch runs superficially at over the course of the nerve in the forearm,
the level of the elbow, just lateral to the ten- along the straight line from the stimulus
don of the biceps. Stimulation of the nerve point to the radial artery at the wrist. Table
between the tendon of the biceps medially 6-10 summarizes normal values reported
and the brachioradialis laterally elicits or- in two series.74,166 Study of the musculo-
thodromic sensory potentials recordable at cutaneous nerve provides evaluation of the
Figure 6-17. Sensory conduction study of the lateral cutaneous nerve of the forearm. The photo shows stim-
ulation just lateral to the tendon of the biceps and recording from the nerve with the electrodes placed 12
cm distal to the cathode along the straight line to the radial artery (G1) and 2-3 cm further distally (G2).
C6 root, upper trunk, and lateral cord bet- nerve, derived from the C5 through C8
ter than the median sensory potentials roots and the posterior cord, separates
recorded from the second digit, which, from the radial nerve in the spiral groove
more often than not, represent the C7 root and innervates the skin of the lateral arm
and middle trunk.56 and the dorsal forearm. At its origin, it
pierces the lateral head of the triceps,
separating into proximal and distal
Medial and Posterior Antebrachial branches. Surface stimulation above the
Cutaneous Nerves lateral epicondyle, between the biceps
and triceps brachii, elicits antidromic
The medial antebrachial cutaneous nerve, sensory potentials recordable with sur-
like the ulnar nerve, originates from the face electrodes placed 12 cm distally
C8 and Tl roots via the lower trunk and along the line extended from the stimu-
medial cord." It subserves the sensation lus point to the wrist, midway between
over the medial aspect of the forearm, the the ulnar and radial styloid processes
area not affected by lesions of the ulnar (Fig. 6-19).
nerve. The nerve pierces the deep fascia
4 cm above the elbow on a line bisecting
the distance between the biceps tendon Intercostal Nerves
and the medial epicondyle. Surface stim-
ulation at this point elicits antidromic Surface stimulation of this nerve elicits in-
sensory potentials best recorded over the tercostal muscle action potentials with in-
course of its volar branch on the same line consistent latency. Recording from the
extended distally 8 cm from the elbow (Fig. rectus abdominis muscle improves repro-
6-18). Table 6-10 shows the results of two ducibilites of the waveform and allows cal-
studies.74,144 culation of conduction velocity after stim-
The posterior antebrachial cutaneous ulating the nerve at two points.142
Assessment of Individual Nerves 157
Figure 6-18. Stimulation of the medial antebrachial cutaneous nerve of the forearm with the cathode placed
medial to the brachial artery 4 cm above the elbow crease on a line drawn from the ulnar styloid process
to a point halfway between the medial epicondyle and biceps brachii tendon, and recording of the antidromic
sensory potential with the active electrode (G1) 8 cm distal to the elbow crease and the reference electrode
(G2), 3-4 cm further distally along the same line. This arrangement yields results directly comparable to the
analogous study of the lateral antebrachial cutaneous nerve (cf. Fig. 6-17).
158 Nerve Conduction Studies
Figure 6-19. Stimulation of the posterior antebrachial cutaneous nerve with the cathode placed just above
the lateral epicondyle between the biceps brachii and triceps brachii, and recording of the antidromic sen-
sory potentials with the active electrode (G1) 12 cm distally and the reference electrode (G2), 3-4 cm further
distally along a line extended from the stimulus point to the mid-dorsum of the wrist, midway between the
ulnar and radial styloid processes.
dial plantar nerve, and the abductor digiti Reported normal values across a 10 cm
quinti, supplied by the lateral plantar nerve segment (mean ± SD) include 3.8 ± 0.5 ms
(Figs. 6-20 and 6-21A,B). One study re- for the medial and 3.9 ±0.5 ms for the lat-
ports normal distal latencies (mean ± SD) eral plantar nerves.58 Tables 6-11 and 6-12
of 4.9 ± 0.6 ms for medial and 6.0 ± 0.7 ms summarize the normal values in our labo-
for lateral plantar nerves over a 12 cm seg- ratory.
ment.72 Stimulation of the tibial nerve Sensory conduction studies consist of
above and below the medial malleolus de- stimulating the medial or lateral plantar
termines the conduction characteristics of nerves on the sole 11-13 cm distal to the
the motor fibers across the tarsal tunnel.55 G1 electrode184 and recording orthodromic
sensory potentials with surface or needle nerve potentials of the medial and lat-
electrodes placed just below the medial eral 73,90
plantar nerves at the first and fifth
malleolus (Fig. 6-22 and 6-23).6,141,152 Al- toes and of the medial calcaneal
ternative sites of stimulation include the nerve at the heel.134 In these cases, the
first and fifth toes with a pair of ring elec- use of an averaging technique improves
trodes. The medial plantar potentials have the resolution of small signals that
average latencies (mean ± SD) of 2.4 ± 0.2 would otherwise escape detection. The
ms, 3.2 ± 0.3 ms, and 4.0 ± 0.2 ms for 10, study of the plantar nerves helps evalu-
14, and 18 cm segments, respectively. The ate the integrity of the postganglionic
lateral plantar latencies average 3.2 ± 0.3 sensory fibers derived from the L4 and
ms and 4.0 ± 0.3 ms for 14 and 18 cm L5 roots,65for example, in patients with
segments. As a modification of this footdrop.
method, selective stimulation of the in-
terdigital nerve also gives rise to an or-
thodromic sensory potential for assess- Common and Deep
ment of interdigital neuropathy or Joplin's Peroneal Nerve
neuroma.51,131 Stimulation on the medial
aspect of the hallux selectively activates Stimulation of the common peroneal
the terminal sensory branch of the medial nerve above or below the head of the fibula
plantar nerve, or medial plantar proper or just above the ankle elicits muscle ac-
digital nerve, another uncommon site of tion potentials in the extensor digitorum
Joplin's neuroma.28 brevis (Figs. 6-24 and 6-25). This muscle,
The responses recorded at the knee af- primarily supplied by the deep peroneal
ter stimulation of the tibial nerve at the nerve, may also receive an anomalous in-
ankle comprise orthodromic sensory and nervation from the superficial peroneal
antidromic motor potentials.124 Stimula- nerve. The communicating branch, called
tion of the tibial nerve below the medial the accessory deep peroneal nerve, passes
malleolus elicits the antidromic sensory behind the lateral malleolus to reach the
Figure 6-22. Stimulation of the sensory branch of the medial and lateral plantar nerves with the cathode
placed over the medial and lateral aspects in the mid-portion of the sole and the anode placed 2 cm further
distally, and recording of the orthodromic sensory nerve potential with the active electrode (G1)placed im-
mediately posterior to the medial malleolus 11-13 cm from the cathode, and reference electrode (G2) 3-4 cm
further proximally.
fossa as the medial sural branch of the branch of the common peroneal nerve. In
tibial nerve. It becomes superficial at the some cases, the peroneal branch con-
junction of the mid and lower third of the tributes more than the main trunk from
leg, where it receives a communicating the tibial nerve. Descending toward the
ankle, it turns anterolaterally along the
inferior aspect of the lateral malleolus. Its
terminal branch, the lateral dorsal cuta-
neous nerve, supplies the lateral aspect of
the dorsum of the foot. The sural nerves
may contain some motor3 fibers in about
6 percent of individuals.
Stimulation of the nerve in the lower third
of the leg over the posterior aspect slightly
lateral to the midline elicits antidromic sen-
sory potentials, usually recorded around
the lateral malleolus (Figs. 6-27 and 6-28),
but at times more distally for the study106 of
the lateral dorsal cutaneous branch.
Sural potentials need no averaging for
recording except perhaps in older popula-
tion or patients with diseased nerve.15,17,38
Segmental studies dividing the nerve into
three contiguous portions of 7 cm each
have revealed a smaller mean velocity in
the most distal segment than in the mid-
dle or proximal segment.176
Averaging technique facilitates the study
of orthodromic potentials after stimulation
of the nerve over the lateral aspect of the
foot.4,5,69,87,161 Segmental studies depend
on recording at the popliteal fossa and high
at the ankle, 10-15 cm proximal to the lat-
Figure 6-26. Sensory conduction study of the su- eral malleolus (Table 6-15). Near-nerve
perficial peroneal nerve. The photo shows stimula- technique revealed a greater latency when
tion against the anterior edge of the fibula, 12 cm
from the active electrode (G1) located just medial to measured from the stimulus to the record-
the lateral malleolus at the ankle with the reference ing sites than the true conduction time cal-
electrode (G2) placed 2-3 cm distally. culated as latency difference over the same
Table 6-14 Superficial Peroneal Nerve
Stimulation Recording Amplitude Latency Conduction
Point Site n Age G*v) (ms) Velocity (m/s)
5 cm above, 2 cm medial to Dorsum of foot 50 1-15 13.0 ± 4.6 1.22 ± 0.40 53. 1 ± 5.3 (Distal segment)
lateral malleolus
(Peak)
50 Over 13.9 ± 4.0 2.24 ± 0.49 47.3 ± 3.4 (Distal segment)
15
(Peak)
Anterior edge of fibula, Medial border of lateral 50 3-60 20.5 ±6.1 2.9 ± 0.3 65.7 ± 3.7 (Proximal segment)
12 cm above the active malleolus
electrode
(Peak)
Anterolateral aspect of leg, Medial border of lateral 80 18.3 2.8 ± 0.3 51.2 ± 5.7 (Proximal segment)
14 cm above the active malleolus
electrode
(Onset)
37 78 75
Source: Data from Di Benedetto, Jabre, and Izzo et al.
Assessment of Individual Nerves 165
segment. This discrepancy results from the Sural nerve study conducted with care174
latency of activation at the stimulus site, offers one of the most sensitive means of
or utilization time of about 0.15 ms, de- detecting electrophysiologic abnormalities
pending on the type of stimuli.103 The near- in various types of neuropathies. In addi-
nerve potential recorded at midcalf showed tion to absolute amplitude, sural to radial
a 32 percent higher amplitude in women amplitude ratio may serve as a sensitive
than in men, probably reflecting different measure. In one study, 150 a ratio less than
volume conductor properties.69 0.40, as compared to the normal mean of
Figure 6-28. Sensory conduction study of the sural nerve. The photo shows stimulation along the poste-
rior surface of the leg, slightly lateral to the midline and 7-10 cm from the ankle. The active electrode (G1)
is placed above or immediately below and behind the lateral malleolus with the reference electrode 2-3 cm
distally along the lateral dorsum of the foot (G2).
Table 6-15 Sural Nerve
Stimulation Recording Amplitude Latency Conduction Velocity
Authors Point Site n Age 0*v) (ms) (m/s)
Shiozawa161and Foot High ankle 40 13-41 6.3 (1.9-17) 44.0 ± 4.7
Mavor
DiBenedetto37 Lower third Lateral 38 1-15 23.1 ±4.4 1.46 ±0.43 52.1 ±5.1
of leg malleolus 62 Over 23.7 ± 3.8 2.27 ± 0.43 46.2 ± 3.3
15 (Peak)
Behse and 4 15 cm above Dorsal 71 15-30 51.2 ±4.5
Buchthal lateral aspect of foot 40-65 48.3 ± 5.3
malleolus
Wainapel Lower third Lateral 80 20-79 18.9 ± 6.7 3.7 ± 0.3 41.0 ± 2.5
et al.180 of leg malleolus (Peak)
Truong 176 Distal 10 cm 102 33.9 ± 3.25
et al. Lateral
Middle 10 cm malleolus 102 51.0 ±3.8
Proximal 10 cm 102 51.6 ±3.8
Kimura 14 cm above Lateral 52 10-40 20.9 ± 8.0 2.7 ± 0.3 52.5 ± 5.6
(Unpublished) lateral malleolus 41-84 17.2 ± 6.7 2.8 ± 0.3 51.1 ±5.9
malleolus (Onset)
Assessment of Individual Nerves 167
Figure 6-29. A. Motor conduction study of the lumbar plexus. The diagram shows stimulation of the L4
root, with the needle inserted perpendicular to the skin just below the level of the iliac crest, and of femoral
nerve distal to the inguinal ligament immediately lateral to the femoral artery. Muscle potentials are recorded
with surface electrodes over the vastus medialis (G1) and patella (G2).B. Motor nerve conduction study of
the sacral plexus. The diagram shows stimulation of the S1 root with the needle inserted at the level of the
posterior iliac spine, of the L5 root halfway in between the L4 and S1 roots and of the sciatic nerve at the
level of the gluteal skinfold midpoint between the ischial tuberosity and the greater trochanter of the femur.
The recording electrodes (not shown) are placed on the belly (G1) and 112tendon (G2) of the tibialis anterior for
L5 and of the abductor hallucis for S1 root studies. [From MacLean, with permission].
168 Nerve Conduction Studies
an optimal needle position, a shock of very deep below the surface.114 Over proximal
low intensity elicits the maximal compound cauda equina, cranially directed induced
muscle action potential of the vastus me- current via vertically oriented coil junc-
dialis. Stimulation of the femoral nerve just tion preferentially activates root entry
distal to the inguinal ligament, with either zone of the conus medullaris. Over distal
a surface or a needle electrode, provides the cauda equina, horizontally oriented junc-
distal latency (Fig. 6-29A). The nerve lies tion excites the lumbar roots—and verti-
immediately lateral to the readily palpable cally oriented junction, sacral roots—at or
femoral artery, as discussed later in this near the intervertebral foramina. The la-
section. tency difference between proximal and
The study of the sacral plexus involves distal stimulation typically yields the on-
inserting a needle between the spinous set latency of 1.9 ms for vastus medialis,
process and posterior iliac spine for the 2.3 ms for tibialis anterior, and 3.5 ms for
S1 spinal nerve and halfway in between abductor hallucis (see Chapter 21-5).
the L4 and S1 spinal nerves for the L5 High-voltage electrical stimulation given
spinal nerve. At the level of the gluteal percutaneously can also activate the sci-
skin fold, the sciatic nerve bisects a line atic nerve for proximal and segmental
drawn between the ischial tuberosity and nerve conduction measurements.71 This
the greater trochanter of the femur. Nee- type of stimulation simultaneously excites
dle stimulation here provides the distal la- the peroneal and tibial division of the sci-
tency required for calculation of conduc- atic nerve, requiring the collision tech-
tion time across the sacral plexus (Fig. nique 91to eliminate the unintended im-
6-29B). With careful adjustment of the pulse.
needle position, shocks of very low inten-
sity elicit a maximal compound muscle
action potential of the tibialis anterior for Femoral Nerve
the L-5 and of the abductor hallucis for
the S1 spinal nerve. Inadvertent activa- Shocks delivered to the femoral nerve above
tion of the neighboring spinal nerves in- or below the inguinal ligament elicits the
duces volume-conducted potentials from response recordable in the rectus femoris
distant muscles. Without proper care to muscle at various distances from the point
avoid such spread of stimulus, the record- of stimulation. The latency of the response
ing electrodes placed over the tibialis an- increases progressively with the distance
terior, for example, would regularly regis- reflecting vertical orientation of the end-
ter a simultaneously activated action plate region.59 The femoral nerve conducts
potential of the triceps surae. Table 6-16 at an average rate of 70 m/s, based on the
summarizes the normal value in one se- latency difference between the two re-
ries.117 sponses recorded at 14 and 30 cm from the
The commercially available magnetic point of stimulation (Table 6-17). This cal-
coils fail to optimally stimulate lumbo- culation, however, does not hold unless
sacral roots as diagnostic aids.47,48,115 all branches supplying proximal and dis-
Specially constructed large-diameter coils, tal parts of the muscle have similar and di-
placed flat on the skin surface, however, rectly comparable electrophysiologic char-
adequately excite the cauda equina lying acteristics.
Lateral Femoral
Cutaneous Nerve
The nerve becomes superficial about 10-
12 cm below the anterior superior ilac
spine, where it divides into large anterior
and small lateral branches. Surface stim-
ulation at this point elicits the ortho-
dromic sensory potential recordable with
a needle electrode inserted 1 cm medial
to the112lateral end of the inguinal liga-
ment. Alternative technique consists of
stimulation at the inguinal ligament with
Figure 6-30. Sensory conduction study of the a needle electrode and recording an-
saphenous nerve. The photo shows stimulation 14 tidromic sensory potentials from the thigh
cm above the active electrode (Gi) along the medial
surface of the leg between the tibia and the gas- (Fig. 6-31). In one study16 using a pair of
trocnemius and recording at the ankle 2-3 cm above specially constructed 1.2 x 1.9 cm lead
(G1) and just anterior to the medial malleolus (G2). strips fastened 4 cm apart, the normal
170 Nerve Conduction Studies
values (mean ± SD) in 25 healthy adults placed 6 cm above the midpopliteal fossa
consisted of a latency of 2.6 ± 0.2 ms, an register an antidromic sensory potential
amplitude of 10-25 uV,V, and a calculated after stimulating the nerve 12 cm further
velocity165of 47.9 ± 3.7 m/s. In another proximally on a line drawn to the ischial
study, the antidromic potentials tuberosity. Normal values (mean ± SD)
recorded 25 cm distal to the stimulating obtained in 40 subjects43 with a mean age
electrode along the line connecting the of 34 years included peak latency of 2.8 ±
stimulus site and the lateral edge of the 0.2 ms (range, 2.3-3.4 ms) and amplitude
patella showed onset conduction velocity of 6.5 ± 1.5 uV (range, 4.1-12.0 uV). This
of 62.3 ± 5.5 m/s (mean ± SD) and am- method may help evaluate the peripheral
plitude of 2.00 ± 1.0 uV. nerve in a patient with lower limb ampu-
tations.
Posterior Femoral Medial Femoral
Cutaneous Nerve Cutaneous Nerve
This sensory nerve originates from the an- Sensory abnormalities occasionally involve
terior and posterior divisions of the S1, anterior medial thigh innervated by this
S2, and S3 roots, exits the pelvis distal nerve. Conduction studies107 may help dis-
to the piriformis muscle and proceeds tinguish this condition from radiculopathy
distally between the medial and lateral Involving the L2 and L3 roots with over-
hamstring muscles. Recording electrodes lapping dermatomal distribution.104
ocleidomastoid muscle. Surface stimula- of the medial and lateral plantar nerves, a stan-
tion at this point elicits a compound mus- dardization. Am J Phys Med 64:17-23, 1985.
cle action potential of the trapezius, usu- 7. Berger AR, Busis NA, Logigian EL, Wierzbicka
M, Shahani BT: Cervical root stimulation in the
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gle of the neck and shoulder and a refer- 8. Bielawski M, Hallett M: Position of the elbow in
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Chapter 7
FACTS, FALLACIES, AND
FANCIES OF NERVE
STIMULATION TECHNIQUES
1. INTRODUCTION
2. COMMON TECHNICAL ERRORS
Stimulating System
Recording System
3. SPREAD OF STIMULATION CURRENT
Stimulation of the Facial Nerve
Axillary Stimulation and Collision Technique
Palmar Stimulation of the Median and Ulnar Nerves
4. ANOMALIES AS SOURCES OF ERROR
Martin-Gruber Anastomosis
Anomalies of the Hand
Accessory Deep Peroneal Nerve
Anomalous Communication Between Peroneal and
Tibial Nerve
5. PRINCIPLES AND PITFALLS OF WAVEFORM ANALYSIS
Physiologic and Pathologic Temporal Dispersion
Detection of Conduction Block
Distribution of Conduction Velocities
Collision Technique to Block Fast- or
Slow-Conducting Fibers
6. STUDIES OVER SHORT AND LONG DISTANCES
Segmental Stimulation in Short Increments
Late Responses for Evaluation of Long Pathways
Reproducibility of Various Measures
Clinical Considerations
techniques and their proper application in unidentified yet easily correctable prob-
the differential diagnosis of peripheral lems include malfunction of the stimulat-
nerve disorders. ing electrodes or the recording system.
Despite simple basic principles that dic-
tate the method in theory, pitfalls abound
in practice.74,77,78-104 Commonly encoun- Stimulating System
tered sources of error that are often over-
looked include intermittent failure in the Absent or unusually small responses re-
stimulating or recording system, excessive sult from inappropriately low shock in-
spread of stimulation current, anomalous tensity or from a stimulus that is misdi-
innervation, temporal dispersion, and in- rected despite adequate current strength.
accuracy of surface measurement. Sta- The amplitude should improve with relo-
tionary far-field peaks may result from a cation of the stimulating electrode, press-
moving source not only in a referential but ing it firmly closer to the nerve, and, if
also a bipolar derivation, usually selected necessary, increasing shock intensity or
for recording near-field potentials (see duration. The use of monopolar or con-
Chapter 20-3). Lack of awareness of these centric needles may help, especially in
possibilities can cause confusion in the obese patients. Profuse perspiration or an
interpretation of the results. All these fac- excessive amount of cream over the skin
tors limit the reproducibility of conduc- surface may shunt the cathode and an-
tion studies, making it imperative to ode, rendering the otherwise sufficient
maintain good quality control.87,168 stimulating current ineffective. Inadver-
Conventional studies deal primarily tent reversal of the anode and cathode
with evaluation of the fastest conducting would, in theory, block the propagating
fibers, based on the latency measured to impulse; however, in the usual clinical
the onset of the evoked potential. In some setup with a 2-3 cm separation, anodal
clinical entities, special techniques may hyperpolarization abates too quickly to
help in evaluating other aspects, such as render any detectable effects. More im-
conduction velocity of the slower fibers portant, misidentifying the cathodal and
and the time course of the absolute and anodal positions would invalidate the re-
relative refractory periods. The phenome- lationship between the measured distance
non of collision provides a useful means and latency. Regardless of the responsi-
of assessing these features of nerve con- ble technical fault, submaximal activation
duction.53,56,70,71,82 Here, a second stim- of the nerve proximally may erroneously
ulus delivered distally to the nerve blocks suggest a conduction block, especially if
the unwanted impulses not under study. a distal stimulus elicits a full response. In
Other areas of interest include studies of some neuropathic states with an abnor-
threshold electrotonus and motor unit mally elevated threshold, an ordinarily
number estimates, described in Chapter sufficient intensity may fail to excite the
8. Although these methods supplement nerve at the site of pathology, necessitat-
the conventional technique in theory, ing more proximal stimulation to confirm
their clinical application in practice awaits propagation of impulses across the lesion
further clarification. (see this chapter, part 5).
broken recording electrode may escape de- type of recording, by design, fails to pro-
tection because it shows no change in ap- vide the most important information on the
pearance if the insulating sheath remains total size of muscle response.
intact. With partial damage to the wire,
stimulus-induced muscle twitches cause Stimulation of the Facial Nerve
movement-related potentials, which can
mimic a compound muscle action poten- The facial nerve becomes accessible to
tial. A quick check of the recording system surface or needle stimulation as it exits
should be the first step: ask the patient to from the stylomastoid foramen (see Chap-
contract the muscle with the electrode in ter 17-2) (see Figs. 17-2 and 17-3). The
position and the amplifiers turned on. De- distal segment, tested by stimulating the
ficiencies at any step of the recording cir- nerve here and recording compound mus-
cuit would prevent a normal display of mus- cle action potentials from various facial
cle action potentials on the oscilloscope. muscles, remains normal for a few days
An initial positivity preceding the major after complete separation of the nerve at
negative peak of the compound muscle ac- a proximal site. The loss of distal ex-
tion potential usually results from incor- citability by the end of the first week
rect positioning of the active electrode away coincides with the onset of nerve degen-
from the end-plate region. Alternatively, it eration, which generally implies poor
may represent a volume-conducted poten- prognosis. With shocks of very high in-
tial from distant muscles, activated by tensity, stimulating current may also ac-
anomalous innervation or by spread of tivate the motor point of the masseter
stimulation to other nerves. The compound muscle. A volume-conducted potential
muscle action potential reverses its polar- then erroneously suggests a favorable
ity with an inadvertent switch of the active prognosis, when in fact the facial nerve
(G1) and reference (G2) electrodes. Simi- has already degenerated (Fig. 7-1). As
larly, any deviation from the standard belly stated before, visual inspection would ver-
(G1) and tendon (G2) placement of record- ify that the contraction involved the mas-
ing electrodes distorts the waveform. seter, not the facial, muscle. Surface stim-
ulation of the facial nerve may also
activate cutaneous fibers of the trigemi-
3 SPREAD OF STIMULATION nal nerve, causing reflexive contraction of
CURRENT the orbicularis oculi (see Chapter 17-2).
The reflex response may mimic a late com-
With an inappropriately high shock inten- ponent of the compound muscle action
sity, stimulating current can spread to a potential or recurrent response from an-
nerve or muscle not being tested. Failure tidromic activation of motor neurons.
to recognize this possibility may result in
false determination of latencies to the on- Axillary Stimulation and
set of a volume-conducted potential from Collision Technique
unintended muscles. Under these circum-
stances, visual inspection of the contract- With the use of ordinary shock intensity,
ing muscle, rather than the waveform on stimulation of the median or ulnar nerve
the oscilloscope, will identify the generator activates only the nerve in question at the
source. In some such cases, the collision wrist or elbow, but not at the axilla, where
technique (see this chapter, part 5) can, in the two nerves lie in close proximity.70 If
effect, activate the intended nerve selec- the current intended for the median nerve
tively by blocking the unwanted nerve.70 spreads to the ulnar nerve, the electrodes
The use of needle pick-up also restricts the placed on the thenar eminence register not
recording to limited target areas for such only median but also ulnar innervated
special purposes as studying innervation muscle potential. The measured latency
of individual motor branches, patterns of will then indicate normal ulnar conduction
anomaly, and function of atrophic muscles if the median nerve conducts more slowly,
that may escape surface detection. This as in carpal tunnel syndrome (Fig. 7-2). In
Figure 7-1. Compound muscle action potential from the orbicularis oculi after stimulation of the facial nerve
in a patient with traumatic facial diplegia. A. Left side. B. Right side. Shocks of ordinary intensity (top three
tracings) elicited no response but with a much higher intensity, a definite muscle response appeared (bot-
tom three tracings). Close observation of the face revealed contraction of the masseter rather than the or-
bicularis oculi.
the same case, a stimulus at the elbow palsy (Fig. 7-3). The earlier median com-
activates only the median nerve, revealing ponent from thenar muscles then ob-
a prolonged latency. The calculated con- scures the onset of the ulnar response
duction time between the axilla and elbow originating from hypothenar muscles. The
would then suggest an erroneously fast short latency measured to the onset of the
conduction velocity. In extreme cases, the median component fails to correctly re-
latency of the median response after flect a delayed ulnar response. A stimu-
stimulation at the elbow exceeds that of lus at the elbow in the same case acti-
the ulnar component elicited with shocks vates only the ulnar nerve with a
at the axilla. prolonged latency, leading to misculcula-
The reverse discrepancy can occur in a tion of an erroneously fast conduction ve-
study of tardy ulnar palsy, with spread of locity from axilla to elbow.
axillary stimulation to the median nerve. A physiologic nerve block with collision
In this case, the surface electrodes on the allows selective recording of the median
hypothenar eminence register the volume- or ulnar component despite coactivation
conducted response from thenar muscles of both nerves proximally.70 In studies of
or lumbricals as a small positive potential the median nerve, for example, a distal
of 1-5 mV in amplitude and 10-20 ms in stimulus delivered to the ulnar nerve at
duration. This positivity, though usually the wrist generates the antidromic im-
buried in a much larger ulnar response pulse, which collides with the orthodromic
occurring simultaneously, becomes obvi- ulnar impulse from the axilla. Thus, only
ous if the ulnar nerve conducts slower the median impulse reaches the muscle
than the median nerve as in tardy ulnar (Fig. 7-2). The ulnar response induced by
the distal stimulus precedes the median some technical problems. 10,24,72,126,165
response under study, usually without With serial stimulation in 1 cm incre-
obscuring it. If necessary, delivering the ments from palm to wrist, the sensory la-
distal stimulus a few milliseconds before tency increases linearly (see Fig. 6-7B).
the proximal stimulation accomplishes a The motor study, when recorded from the
greater separation. This time interval thenar eminence, sometimes shows un-
should not exceed the conduction time be- expected latency changes reflecting the
tween the distal and proximal points of recurrent course of the motor fibers. For
stimulation, lest the antidromic impulse example, a stimulus directed to the
from the wrist pass the stimulus site at branching point of the thenar nerve in the
the axilla without collision. The same palm could accidentally activate a termi-
principles apply for the use of a distal nal portion near the motor point. If an-
stimulus to block the median nerve in se- other stimulus, delivered 1 cm proximally,
lective recording of the ulnar response af- excites only the median nerve trunk, the
ter coactivation of both nerves at the ax- latency difference between the two stimu-
illa (Fig. 7-3). lus points becomes unreasonably large,
The collision technique can clarify oth- erroneously suggesting a focal slowing
erwise confusing results of motor nerve (Fig. 7-4A). Thus, a disproportionate la-
conduction studies in patients with carpal tency change indicates a localized pathol-
tunnel syndrome or tardy ulnar palsy. In ogy only if serial stimulation shows a lin-
each of the illustrated cases (see Figs. 7-2 ear latency increase in the segment
and 7-3), spread of the stimulus caused proximal and distal to the presumed site
obvious distortion in waveform of the of lesion (Fig. 7-4B).
proximally evoked potential. Less appar- Placing the pick-up leads over the sec-
ent discrepancies escape detection unless ond lumbrical, in lieu of the abductor pol-
the collision methods block unwanted licis brevis, circumvents this problem be-
nerve impulses, uncovering the true re- cause tracking the terminal branch
sponse from the intended muscle. The col- innervating this muscle poses no techni-
lision technique provides a simpler, non- cal difficulty (Fig. 7-5 A and B). As an ad-
invasive means than the procaine nerve ditional advantage, the same pair of elec-
block previously employed to identify the trodes may also be used to register muscle
origin of the recorded muscle potentials. action potentials from the first volar in-
Optimal studies of motor nerve conduc- terosseous muscle for inching study of the
tion depend on either selective activation ulnar nerve along the course of the pal-
of the nerve in question or isolated record- mar branch and across the wrist (Fig. 7-5
ing from the target muscle. The collison C and D). The pattern of muscle twitch,
method improves latency and waveform rather than recorded waveforms, should
determination even under circumstances be used to confirm selective activation of
that preclude selective stimulation of the the intended nerve; for example, thumb
nerve at a proximal point. As an alterna- abduction with stimulation of the recur-
tive method, the use of needle electrodes rent thenar branch of the median nerve,
renders reliable latencies even after coac- and thumb adduction with stimulation of
tivation of more than one nerve, but its the deep palmar branch of the ulnar
restricted recording area precludes as- nerve.
sessment of the size of the compound The same sort of error occurs in the cal-
muscle action potential. culation of motor latency over the wrist-to-
palm segment unless palmar stimulation
activates the median nerve precisely at the
Palmar Stimulation of the origin of the thenar nerve as intended. In-
Median and Ulnar Nerves cremental stimulation from the wrist to-
ward the digit with the cathode placed dis-
Palmar stimulation provides a unique con- tally to the anode can activate the thenar
tribution in evaluating the distal segment nerve at the anodal point (acting as a float-
of the median nerve, although studies of ing cathode), even when the actual cathode
the motor conduction in this region pose lies clearly distal to the origin of the nerve.
184 Nerve Conduction Studies
Site of
Stimulation
A surface distance measured to the catho- and, about one cm more proximally, thumb
dal point would then overestimate the nerve abduction, signaling the arrival of the cath-
length, thereby making the calculated con- ode just over the origin of the thenar nerve.
duction velocity erroneously fast. Proceed- In most subjects, this point lies 3 to 4 cm
ing from the distal palm toward the wrist from the distal crease of the wrist, near the
with reversal of the electrode position, that edge of the transverse carpal ligament.64
is, cathode proximally to the anode, cir- The use of needle stimulation renders more
cumvents this problem. In this approach, precise increments with less shock inten-
palmar stimulation initially fails to produce sity, facilitating the process, especially
a twitch, then causes thumb adduction, ac- when testing the palm, with its thick skin
tivating the deep branch of the ulnar nerve surface.
Figure 7-5. An inching study of median (A and B)
and ulnar nerve (C and D, overleaf) across the wrist
in 1 cm increments at eight sites of stimulation along
the course of the nerve. The zero level at the distal
crease of the wrist corresponds to the origin of the
transverse carpal ligament and Guyon's canal. The
photographs show a recording arrangement for mus-
cle action potentials from the second lumbrical after
stimulation of the median nerve (A), and the first
volar interosseous after stimulation of the ulnar
nerve (C). The latency increases linearly with step-
wise shifts of stimulus site proximally in 1 cm in-
crements for both median (B) and ulnar study (D)
185
Figure 7-5—Continued. An inching study of the ul-
nar nerve (C and D) across the wrist in 1 cm incre-
ments at eight sites of stimulation.
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 187
small bundle of the ulnar nerve, which ac- branch still attached to the median nerve,
companies the median nerve as it de- sometimes mimicking ulnar neuropathy
scends from the axilla to the elbow before at the elbow.102
separating from it in the forearm to join When recording from the first dorsal in-
the ulnar nerve proper above the wrist. terosseous, adductor pollicis, or hy-
Thus, stimulation of the median nerve at pothenar muscles after stimulation of the
the elbow excites the small bundle of the median nerve at the elbow, volume-con-
ulnar nerve, activating not only the me- ducted potentials from distant median-in-
dian-innervated thenar muscle but also nervated muscles may mimic an anom-
the anomalously innervated thenar and alously activated response. Under this
hypothenar muscles. In contrast, stimu- circumstance, a careful comparison be-
lation of the median nerve at the wrist elic- tween distal and proximal stimulation usu-
its a smaller response lacking the ulnar ally clarifies the ambiguity.11,39,70,89,140 In
component. If proximal stimulation elicits difficult cases, recording with a needle
a larger response as compared to distal electrode may localize the origin of the
stimulation, it always implies the pres- recorded response, although distant ac-
ence of an anomalous communication or tivities, if present, may still confuse the
technical problem. The reverse discrep- issue. The collision technique70,132 pro-
ancy may pose difficulty, mimicking a vides selective blocking of unwanted
conduction block. For example, in the impulses transmitted via the communi-
presence of Martin-Gruber anastomosis, cating fibers (Fig. 7-7). Normally, an-
studies of the ulnar nerve show a smaller tidromically directed impulses from the
amplitude of thenar or hypothenar com- distal stimulation will completely block
pound muscle action potentials elicited by the orthodromic impulses from the prox-
proximal rather than distal stimulation.86 imal stimulation in the same nerve.53,152
Here stimulation at the wrist activates the The orthodromic impulses traveling
additional anomalous fibers, giving rise to through an anastomotic branch to the ul-
a full response, whereas stimulation at nar nerve, however, would bypass the an-
the elbow spares the communicating tidromic impulses and escape collision.70
The technique helps identify and charac- lead to an unreasonably fast conduction
terize the anomalous response, although velocity from the elbow to the wrist.1l,70,89
a thenar, as opposed to hypothenar, re- The anomalously innervated ulnar mus-
sponse elicited via anastomosis tends to cles usually lie at some distance from the
overlap with a large median potential recording electrodes placed on the thenar
elicited distally (Fig. 7-8). Delay of the eminence. Thus, the ulnar component
proximal stimulation by a few millisec- commonly, though not always, displays
onds usually achieves its satisfactory sep- an initial positive deflection.47 As men-
aration from the distally elicited response. tioned earlier, a collision technique can
The time interval must not exceed the la- block impulses in the anomalous fibers
tency difference between the two stimu- without affecting those transmitted along
lus sites, lest the orthodromic impulse es- the median nerve proper (Fig. 7-9).
cape antidromic collision in the absence Severence or substantial injury of the
of an anomalous route of transmission. ulnar nerve at the elbow ordinarily results
If this anastomosis accompanies the in wallerian degeneration and inexcitabil-
carpal tunnel syndrome, stimulation of ity of the distal segment. In the presence
the median nerve at the elbow evokes two of this anomaly, stimulation at the wrist
temporally dispersed potentials, a normal will excite the communicating fibers that
ulnar component and a delayed median bypass the lesion to evoke a small but oth-
component. The latency of the initial ul- erwise normal muscle action potential. In
nar response erroneously suggests the extreme cases, separation of the ulnar
presence of normal-conducting median nerve at the elbow may not appreciably
fibers. In contrast, stimulation of the me- affect the intrinsic hand muscles because
dian nerve at the wrist evokes a delayed all or nearly all ulnar fibers attached to
response without an ulnar compo- the median nerve escape injury. In this
nent.62,70,89 The discrepancy between rare condition, called all-median hand,
proximal and distal stimulation would the intrinsic hand muscles ordinarily sup-
190 Nerve Conduction Studies
plied by the ulnar nerve receive innerva- niques often hint at the presence of such
tion via the communicating fibers.101 anastomoses, although precise character-
Electromyography may reveal normal mo- ization and delineation of the extent of the
tor unit potentials in the ulnar-innervated anomaly call for anatomic studies.147 Var-
muscles, despite severe damage to the ul- ious communications may link the recur-
nar nerve at the elbow. Conversely, an in- rent branch of the median and the deep
jury to the median nerve at the elbow branch of the ulnar 14,32,98,122,128
nerve in the lateral
could lead to the appearance of sponta- portion of the hand. Any of
neous discharges in the ulnar-innervated the intrinsic hand muscles, the flexor pol-
intrinsic hand muscles. Hence, an anom- licis brevis in particular, may receive me-
aly of this type, if undetected, gives rise dian, ulnar, or dual innervation.135 In a
to considerable confusion in the interpre- small percentage of cases, thenar mus-
tation of electrophysiologic findings.48,161 cles, including the adductor pollicis, may
derive their supply exclusively from the
median or ulnar nerve.38,130 In addition
Anomalies of the Hand to neural anastomoses, skeletal anom-
alies of the upper limb may confuse the
Common anomalies of the peripheral clinical picture. The congenital absence of
nerves include variations in innervation of thenar muscles, for example, may suggest
the intrinsic hand muscles.136 Although a false15diagnosis of carpal tunnel syn-
not as widely recognized as the median- drome. The posterior interosseous nerve
to-ulnar communication, they too consti- may innervate accessory hand muscles
tute sources of error in the evaluation of consistent with extensor digitorum brevis
nerve conduction velocity and elec- manus.107 The deep branch of the ulnar
tromyography. Electrophysiologic tech- nerve may form a motor neural loop, caus-
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 191
ing an atypical clinical presentation after nerve, a major branch of the common pe-
penetrating injuries or compression neu- roneal nerve. In 20-28 percent of an un-
ropathy at the wrist.123 selected population, the superficial pe-
roneal nerve also contributes via a
communicating fiber. This branch, called
Accessory Deep Peroneal Nerve the accessory deep peroneal nerve (Fig.
7-10), descends on the lateral aspect of
The most frequent anomaly of the lower the leg after arising from the superficial
limb involves the innervation of the ex- peroneal nerve, then passes behind the
tensor digitorum brevis, the muscle com- lateral malleolus and proceeds anteriorly
monly used in conduction studies of the to innervate the lateral portion of the ex-
peroneal nerve. This muscle usually de- tensor digitorum brevis.58,90,162 Occa-
rives its supply from the deep peroneal sionally, the extensor digitorum brevis
Figure 7-10. A. Compound muscle action potentials recorded from surface electrodes over the extensor dig-
itorum brevis after a maximal stimulus to the common peroneal nerve at the knee (A), deep peroneal nerve
on the dorsum of the ankle (B), accessory deep peroneal nerve posterior to the lateral malleolus (C and D),
and tibial nerve posterior to the medial malleolus (K) at the ankle. Left and right panels show responses be-
fore and after block of the accessory deep peroneal nerve with 2 percent lidocaine posterior to the lateral
malleolus. Diagram of the foot indicates the site of block (X) and the points of stimulation (B, C, and D) and
recording (R). B. Course of the accessory deep peroneal nerve and action potentials recorded with coaxial
needle electrode (R) in the lateral belly of the extensor digitorum brevis muscle following stimulation of the
common peroneal nerve at the knee (A), just below the head of fibula (B), superficial peroneal nerve (C), ac-
cessory deep peroneal nerve posterior to the lateral malleolus (D) and deep peroneal nerve on the dorsum
of the ankle (E). The volume-conducted potential from the medial bellies of the extensor digitorum brevis (£5
reduces amplitude of action potential of the lateral belly with simultaneous stimulation of the common per-
oneal nerve at A or B. [From Lambert,90 with permission.]
192 Nerve Conduction Studies
may receive exclusive supply from this collision technique70 or a nerve block usu-
communication.111 The anomaly, when ally provides conclusive evidence.
inherited, shows a dominant trait.21
In patients with the anastomosis, stim-
ulation of the deep peroneal nerve at the 5 PRINCIPLES AND PITFALLS
ankle elicits a smaller compound muscle OF WAVEFORM ANALYSIS
action potential than stimulation of the
common peroneal nerve at the knee. Stim-
ulation of the accessory deep peroneal Physiologic and Pathologic
nerve behind the lateral malleolus acti- Temporal Dispersion
vates the anomalously innervated lateral
portion of the muscle. Injury to the deep In nerve conduction studies, latency mea-
peroneal nerve ordinarily causes weak- sure of the fastest fibers allows calcula-
ness of the tibialis anterior, extensor dig- tion of the maximal motor or sensory ve-
itorum longus, extensor hallucis longus, locities. In addition, waveform analyses of
and extensor digitorum brevis. In the compound muscle and sensory nerve ac-
presence of the anastomosis, however, tion potentials help estimate the range of
such a lesion would spare the lateral por- the functional units.25,74,118 This aspect
tion of the extensor digitorum brevis. of the study provides an equally, if not
Overlooking this possibility would, there- more, important assessment, especially
fore, lead to an erroneous interpreta- in the study of peripheral neuropathies
tion.28,46 The collision technique70 may with segmental block, in which surviv-
help identify isolated abnormalities of the ing axons may conduct nor-
accessory deep peroneal nerve.133 mally.41,51,95,109,145,151 In clinical tests of
motor and sensory conduction, the size of
the recorded response approximately par-
Anomalous Communication allels the number of excitable fibers. Any
Between Peroneal and discrepancy between responses to proxi-
Tibial Nerve mal and distal shocks, however, does not
necessarily imply an abnormality.
The sural nerve, ordinarily a sensory The impulses of slow-conducting fibers
branch of the tibial nerve, may arise from lag increasingly behind those of fast-con-
the common peroneal nerve, which in turn ducting fibers over a long conduction
receives anastomosis from the tibial path.9,22,89 With increasing distance be-
nerve.119 Although the nerve usually con- tween stimulating and pickup electrodes,
sists purely of sensory fibers, its anom- the recorded potentials become smaller in
alous motor branch may innervate96the ab- amplitude and longer in duration; and,
ductor digiti quihti of the foot. Rare contrary to the common belief, the area
motor anastomosis between the peroneal under the waveform also diminishes.
and tibial nerves, if undetected, may give Thus, the size of the recorded response
rise to an erroneous conclusion by show- depends to a great extent on the site of
ing patterns of waveform change similar stimulation. In fact, stimulation proxi-
to those seen in Martin-Gruber anom- mally in the axilla or Erb's point may nor-
aly.142 In rare anomalies, the tibial nerve mally give rise to a small or undetectable
may supply all the intrinsic foot mus- digital potential, despite a large response
cles.97 In documenting the innervation elicited73,117,164
by stimulation at the wrist or
pattern of this and other rare anasto- palm. For the same number of
moses, volume-conducted responses of- conducting fibers activated by the stimu-
ten confuse the issue.3,99 A pair of sur- lus, the size of sensory potentials changes
face electrodes placed anywhere in the linearly with the length of the nerve seg-
foot register a muscle action potential af- ment.79,85 A physiologic reduction both in
ter stimulation of peroneal or tibial nerve. amplitude and in the area under the wave-
Needle studies may also fall short of se- form may erroneously suggest a conduc-
lectively recording from individual intrin- tion abnormality between the proximal
sic foot muscles. In questionable cases, a and the distal sites of stimulation.
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 193
Figure 7-12. A. Sensory action potentials. A model for phase cancellation between fast (F] and slow (S) con-
ducting sensory fibers. With distal stimulation two unit discharges summate in phase to produce a sensory
action potential twice as large. With proximal stimulation, a delay of the slow fiber causes phase cancella-
tion between the negative peak of the fast fiber and the positive peak of the slow fiber, resulting in a 50%
reduction in size of the summated response. [From Kimura et al.,79 with permission.] B. Compound muscle
action potentials. Same arrangements as in A to show the relationship between fast [F] and slow (S) con-
ducting motor fibers. With distal stimulation, two unit discharges representing motor unit potentials sum-
mate to produce a muscle action potential twice as large. With proximal stimulation, long duration motor
unit potentials still superimpose nearly in phase despite the same latency shift of the slow motor fiber as
the sensory fiber shown in A. Thus, a physiologic temporal dispersion alters the size of the muscle action
potential only minimally, if at all. [From Kimura et al.,79 with permission.]
If the latency difference between fast- and model83 and computer simulation with a
slow-conducting motor fibers increases broader spectrum of motor nerve conduc-
substantially, as might be expected in de- tion velocities.92 This type of phase cancel-
myelinating neuropathy, muscle responses lation reduces the amplitude of muscle re-
also diminish dramatically based solely on sponse well beyond the usual physiologic
phase cancellation as predicted by our limits in the absence of conduction block.
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 195
Thus, in pathologic temporal dispersion as- application of S1 and S2 with varying in-
sociated with segmental demyelination, fo- terstimulus intervals simulates the effect
cal phase cancellation of the muscle action of desynchronized inputs (Fig. 7-13). In
potential could give rise to a false impres- 10 hands, an inter stimulus interval on the
sion of motor conduction block. This phe- order of 1 ms between S1 and S2 caused
nomenon explains an occasionally encoun- a major reduction in sensory potential by
tered discrepancy between severe reduction as much as 50 percent but little change
in amplitude of the compound muscle ac- in muscle action potential. With further
tion potential, on the one hand, and rela- separation of S1 and S2, the muscle re-
tively normal recruitment of the motor units sponse began to decrease in amplitude
and preserved strength, on the other. Thus, and area, reaching a minimal size at in-
sustained reduction in size of compound terstimulus intervals of 5-6 ms. The du-
muscle action potential may result from a ration also increased in proportion to the
pathological temporal disper-sion rather latency shift, although a gradual return of
than a prolonged neurapraxia.83,109,121 the response to the baseline obscured the
A simple model provides an excellent magnitude of this aspect of change in
means to test the effects of desynchro- waveform. A latency difference slightly
nized inputs.83 A shock applied to the me- less than one half the total duration of
dian (S1) or ulnar (S2) nerve at the wrist unit discharge maximized the phase can-
evokes a sensory potential of the fourth cellation between the two components and
digit and a muscle potential over the consequently the loss of area under the
thenar eminence. Hence, a concomitant waveform. Further increase in latency dif-
Figure 7-13. A. Antidromic sensory potentials of the fourth digit elicited by stimulation of the median (S1)
or ulnar (S2) nerve (top two tracings), or by both S1 and S2 at interstimulus intervals ranging from 0 to 2.0
ms (left). Algebraic sums of the two top tracings (middle) closely matched the actual recording at each in-
terval as evidenced by small difference shown in computer subtraction (right). The area under the negative
peak reached 83a minimal value at 0.8 ms in actual recordings as well as in calculated waveforms. [From
Kimura et al., with permission.]
196 Nerve Conduction Studies
Figure 7-13. B. Compound muscle action potentials from the thenar eminence elicited by stimulation of
the median (S1) and ulnar (S2) nerve (top two tracings), or by both S1 and S2 at interstimulus intervals rang-
ing from 0 to 10 ms (lefi). Algebraic sums of the top two tracings almost, but not exactly, equaled the ac-
tual recordings as shown by computer subtraction at each interstimulus interval (right). The area under the
negative peak 83
reached a minimal value at 5 ms in actual recordings as well as in calculated waveform. [From
Kimura et al., with permission.]
ference results in complete separation of recorded responses78 (see Fig. 7-11). Al-
the two potentials, precluding phase can- though this calls for segmental stimula-
cellation. As an inference, pathological tion at more than two sites to test the lin-
temporal dispersion may decrease the size earity of observed changes, it enjoys the
of the compound sensory or muscle ac- distinct advantage of having a built-in in-
tion potentials or conversely counter ternal control for all recording variables
physiologic phase cancellation, causing such as inter-electrode spacing. A non-
paradoxical increase of the responses (see linear reduction in amplitude or area, of-
Figure 6-7). ten associated with waveform changes, in-
Comparison between distally and prox- dicates either a pathological temporal
imally elicited responses often fails to dif- dispersion or conduction block. The dis-
ferentiate physiologic, as opposed to tinction between the two possibilities
pathologic, temporal dispersion, not to must in part depend on clinical cue as
mention conduction block. Many vari- stated below (Fig. 7-14 and 7-15).
ables, such as electrode position and dis- In summary, physiologic as well as
tance, make the commonly held criteria pathologic temporal dispersion can effec-
based on percentage reduction nearly un- tively reduce the area of diphasic or
tenable 91except in entirely standardized triphasic evoked potentials recorded in
studies. A simpler, more practical ap- bipolar derivation. The loss of area under
proach relies on a linear relationship seen the waveform seen in the absence of con-
in physiological phase cancellation be- duction block implies a duration-depen-
tween the latency and the size of the dent phase cancellation of unit discharges
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 197
Figure 7-14. Ulnar nerve conduction study with segmental stimulation at the wrist, below elbow, above el-
bow, and at the axilla. Traces show a complete conduction block in a 42-year-old patient (right), a partial
conduction block in a 40-year-old patient (center), and a normal study (left) for comparison.
within the compound action potential. sion in amplitude and area of compound
Segmental studies provide the best means action potential. An awareness of this pos-
of detecting pathologic nonlinear changes sibility helps analyze dispersed action po-
as opposed to physiologic linear regres- tentials in identifying various patterns of
Figure 7-15. Segmental study of the ulnar nerve in 1 cm increments from below elbow (1) to above elbow
(7). A. A 41-year-old man with distal ulnar neuropathy had prolonged terminal latency (3.7 ms) with nor-
mal conduction across the elbow. B. A 52-year-old woman with a tardy ulnar palsy showed normal distal
latency with an abrupt drop in amplitude above the elbow (5 to 6 and 6 to 7), indicating a partial conduc-
tion block as the cause of weakness.
198 Nerve Conduction Studies
neuropathic processes.74 Area difference the site of axonal injury after the passage
between negative and positive peaks in of a single impulse. Unless secondary ax-
each unit discharge provides a unique onal degeneration is induced by damage
measure, which sums without phase can- of the myelin sheath, electromyography
cellation irrespective of desynchronization reveals little or no evidence of denerva-
among different units. A composite of this tion. The motor unit potentials, though
calculated value should also remain the normal in amplitude and waveform, show
same between proximal and distal sites of poor recruitment because some fibers fail
stimulation. Thus, in analyzing com- to transmit the impulse.
pound muscle or nerve action potentials, The usual criteria for conduction block
subtraction of the positive peak from the in motor fibers revolve around the com-
negative peak should theoretically yield parison of compound muscle action po-
an identical value regardless of the site of tentials elicited by proximal versus distal
stimulation along the course of the nerve. stimulation, expressed in the ratio of their
This approach, therefore, can circumvent amplitudes or areas.1,114,146,158 This ratio
the ambiguity of waveform changes remains normal in axonal neuronopathy,
caused by temporal dispersion and phase which reduces distal and proximal re-
cancellation. In practice, however, muscle sponses equally. Generally accepted diag-
and nerve action potentials tend to have nostic clues used for motor conduction
negative and positive peaks of similar size block comprises a reduction in amplitude
and consequently a small area difference ratio greater than 20-50 percent, with less
between the two, making its precise de- than 15 percent increase in duration of
termination difficult. Also, a baseline shift the compound muscle action potential
or other electrical interference poses a elicited by proximal stimulation. These
major technical problem for reliable mea- criteria, however, do not neccessarily ap-
sure of area for this purpose. ply in all studies because the effects of
Referential derivation of a monophasic temporal dispersion vary depending on
waveform in a "killed-end" arrangement the electrode placement. A triple stimula-
also conserves the area irrespective of tion method with double collisions allows
stimulus sites showing no phase cancella- identification of motor conduction block
tion. This type of recording, however, may in the face of desynchronization.127 The
register a stationary far-field potential gen- technique, however, fails if the lesion is
erated by the propagating impulse cross- too proximal or if it compromises nerve
ing 80,81
the partition of the volume conduc- excitability at stimulus sites as the con-
tor. Such a steady potential could, in sequence of demyelination or degenera-
turn, distort the waveform of the near-field tion.
activity (see Chapter 20-3). In documenting motor conduction
block, the combination of clinical and
electrophysiologic finding usually circum-
Detection of Conduction Block vents the ambiguity of the criteria based
purely on waveform analysis.77 In the
In a demyelinating polyneuropathy, slow- presence of conduction block, a shock ap-
ing of nerve conduction often accompa- plied distally to the nerve lesion in ques-
nies a reduction of amplitude associated tion elicits a vigorous twitch and a large
with a partial conduction block.8,34,63,155 distal amplitude despite disproportion-
Conversely the evidence of conduction ately severe clinical weakness75 associ-
block usually implies the presence of fo- ated with paucity of voluntarily activated
cal demyelination,134 although other con- motor unit potentials.20 As an exception,
ditions such as ischemic neuropathy can the same finding also characterizes any
cause similar reversible changes.41,54 In- weakness attributable to upper motor
creased ranges of conduction velocities re- neuron involvement or hysteria or during
sult in pathological temporal dispersion the first few days of axonal lesion before
broadening the evoked action potential. the distal stum loses its excitability.106 In
Desynchronization of the nerve volley may equivocal cases, inability to distinguish
also result from repetitive discharges at focal pathological temporal dispersion
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 199
from conduction block poses no major Contrary to motor studies, which rely
practical problem because either finding heavily on clinical assessment of weak-
usually suggests demyelination, leading ness to define conduction block, sensory
to an appropriate treatment. The absence studies usually depend solely on wave-
of F waves complements conventional form analysis of antidromic response
nerve conduction studies to document elicited by short incremental stimulation
conduction block in the proximal seg- (see this chapter, part 6). Surface stimu-
ment.36,69 lation applied at multiple sites may not
Several other factors play an important necessarily indicate the exact point of
role in the clinical assessment of conduc- nerve activation. An alternate method
tion block. The use of insufficient stimu- consists of stimulating the digital nerve
lus intensities at the proximal site erro- and recording the orthodromic sensory
neously reduces the proximal amplitude. potential at multiple points with a series
Likewise, increased threshold for excita- of electrodes mounted 1 cm apart on a
tion in regenerated or chronically de- specially constructed flexible strap.57,74
myelinated nerves may account for a re- Though applicable to any other superfi-
duced proximal response.108 In some cially located sensory or mixed nerve, the
cases of multifocal motor neuropathy, fail- method suffers from a major limitation.
ure to maximally excite the involved seg- Using surface recording, the depth of the
ment calls for near-nerve stimulation us- nerve from the skin surface greatly influ-
ing a needle electrode. Alternatively, ences the amplitude of the evoked poten-
stimulation of more proximal, unaffected tial. Thus, a small potential derived from
nerve segment may give rise to a normal a deeply located nerve segment under the
response, indicating the passage of im- area in question may erroneously suggest
pulse across the lesion site despite its ab- a conduction block.
normally elevated threshold for local ex- In contrast to peripheral study, seg-
citation (Figs. 7-16). During the course of mental recording registers comparable
wallerian degeneration, the distal stump spinal somatosensory evoked potentials in
of the nerve remains viable for several intraoperative spinal cord monitoring. All
days at a time when its proximal part fails recording electrodes are nearly equidis-
to transmit the signal across the injury tant to the spinal cord115,139,148,150,156 if
site. In this situation, conduction studies placed in the subdural or epidural space,
performed soon after nerve severance the ligamentum flavum, or the interverte-
show a decreased proximal-distal ampli- bral disc. Figure 7-17 show unipolar
tude ratio. Unexpected excitation of recording from the ligamentum flavum at
anomalous branches such as Martin-Gru- multiple levels after epidural stimulation
ber anastomosis may lead to a confusing of the cauda equina in a patient with cer-
discrepancy in amplitude, as does inad- vical spondylotic myelopathy. The combi-
vertant70 current spread to a neighboring nation of an abrupt loss of the negative
nerve. In addition, lesions selectively af- peak at one level, augmentation of the
fecting smaller myelinated fibers may not negative peaks in the leads closely caudal
result in major loss of the proximal-to-dis- to that level, and monophasic positive
tal ratio. In antiserum-mediated experi- waves at more rostral levels constitutes a
mental demyelination,88 smaller fibers typical pattern of waveform changes, in-
underwent conduction block first. If this dicating a complete focal conduction
holds in the acute phase of demyelinating block. Paradoxically enhanced negative
neuropathies such as Guillain-Barre syn- peak results from resynchronization of
drome, normal conduction studies do not physiologically desynchronized signals
necessarily rule out such selective in- because the leading impulses stop travel-
volvement that might account for weak- ing when they reach the site of involve-
ness. More slowly conducting fibers, how- ment, whereas the trailing impulses con-
ever, belong to motor units generating tinue to propagate until they arrive at the
relatively small twitches, whose contribu- same point. In addition, the fast-con-
tions, if lost through conduction block, ducting fibers lose their terminal-positive
may cause only limited weakness. phases, which would have reduced the
Figure 7-16. A. Motor and sensory conduction studies of the left median nerve in a patient with multifo-
cal motor neuropathy. The left diagram illustrates the consecutive slices of MR images in relation to the sites
of stimulation at the wrist crease (Al) and at 2 cm increments more proximally. One horizontal division
equals 5 ms (motor) or 2 ms (sensory), and one vertical division corresponds to the gain indicated at the
end of each trace, together with stimulus intensity. Note the complete and selective motor conduction block
across the segment between A2 and A3, corresponding to the site of maximal nerve enlargement. [From Kaji
et al,66 with permission.] B. A repeat study in the same patient as shown in A after return of strength of
the median-innervated intrinsic hand muscles. High-intensity stimulation failed to excite the nerve along the
affected segments, A5-A8, mimicking a conduction block. More proximal stimulation at the elbow applied to
the presumably normal nerve segments, A9-A11, however, induced a series of temporally dispersed muscle
responses associated with thumb abduction, indicating recovery of conduction. [From Kimura,77 with per-
mission.]
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 201
negative phases of the slower fibers by of nerve fibers, a smaller range of con-
physiologic phase cancellation. Even when duction velocity reduces the duration of
only some of the fibers sustain a conduc- the compound action potential. Con-
tion block, the identical mechanism en- versely, disproportionate slowing of slower
hances the negative peak at the points im- conducting fibers will result in increased
mediately preceding an incomplete lesion. temporal dispersion. The greater the
Thus, the response consists of positive-neg- range between the fastest and slowest
ative diphasic waves with enhanced nega- nerve fibers, the longer the duration of the
tivity at points immediately preceding the evoked potential. Temporal dispersion
block, a diphasic wave with reduced nega- also increases with more proximal stimu-
tivity at the point of the block, and initial- lation in proportion to the distance to the
positive waves alone or abolition of any recording site.35,71,80 Near-nerve record-
wave at points beyond the block.78,149 ings uncover the late components of sen-
sory action potentials not detectable by
surface electrodes. The minimum con-
Distribution of duction velocity thus determined for the
Conduction Velocities slower fibers may serve as a sensitive
measure of both axonal and demyelinat-
In contrast to the onset latency of the ac- ing peripheral nerve pathology.138 The use
tion potential, which relates only to the of needle electrodes improves the selec-
fastest conducting fibers, its waveform re- tivity of recording in measuring conduc-
veals the functional status of the remain- tion velocity of different motor units
ing slower conducting fibers. With the loss within a given muscle. A wide range of mo-
Figure 7-17. A. A T1-weighted MR image (TR 400 ms; TE 13 ms) (left) and a recording of spinal somatosensory
evoked potentials (right) obtained from a 65-year-old patient with cervical myelopathy. Epidural stimulation
at L2 elicited a series of potentials recorded unipolarly from the ligamentum flavum of C7 to Tl through
C12. Note the progressive increase in size of the negative component (arrows pointing up) from C7 to Tl (-3)
through C5 to C6 (-1) with the abrupt reduction at C4 to C5 (0) followed by a monophasic positive wave at
C3 to C4 (+1). The negative wave doubled in amplitude and quadrupled in area at '-1' compared to '-3'.
The '0' corresponded to the level of the spinal cord, showing the most prominent compression on the MR
image. [From Tani, Ushida, Yamamoto, et al,149 with permission.]
202 Nerve Conduction Studies
Figure 7-17. B. AT1-weighted MR image (TR 600 ms; TE 90 ms) (left) and a recording of spinal somatosensory
evoked potentials (right!) obtained from a 36-year-old patient with cervical spondylotic myelopathy. Epidural
stimulation at T11 elicited a series of potentials recorded unipolarly from the ligamentum flavum of Tl to
C2 through C3 to C4 after epidural stimulation at T11. Note the progressive increase in size of the second
negative component (arroius pointing up) from Tl to T2 (-3) through C6 to C7 (-1) with the abrupt reduc-
tion at C5 to C6 (0). The zero corresponded to the level of149
the spinal cord, showing a moderate compression
on the MR image. [From Tani, Ushida, Yamamoto, et al, with permission.]
tor fibers with different conduction char- velocity of the large myelinated axons,
acteristics sampled by this means show a which contribute to the surface recorded
close correlation to the twitch tension and response, may vary by as much as 25 m/s
recruitment threshold.27 The technique between fast and slow sensory fibers but
has limited clinical application because over a much narrower range of 11 m/s for
patients tolerate poorly the multiple nee- motor fibers.30 This observation, although
dle insertions required for isolation of the not universally accepted,29 would in part
slowest-conducting fibers. explain the different effect of temporal dis-
A number of publications have dealt persion on sensory and motor fibers for a
with mathematical models for studying given length of nerve segment.117
the waveform.23,94,110,144,163 The method Decomposition techniques in general
allows estimation of conduction velocity suffer from the inherent limitation of iden-
distribution in a nerve bundle based on a tifying individual elements no longer re-
detailed model of the compound action po- tained within the compound action po-
tential as a weighted sum of asynchro- tential because of phase cancellation. Any
nous single-fiber action potentials.31 The sophistication in technology cannot re-
technique has provided some interesting, trieve the information, if already lost. Be-
though unconfirmed, results. Distribution sides, some of the assumptions derived
of conduction velocity may reflect the from normal distributions may not nec-
pathologic changes as reported in the essarily apply in various types of neuro-
study of the sural nerve affected by n- pathy.26,153 In the analysis of compound
hexane neuropathy.169 Nerve conduction muscle action potential, the length of
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 203
axon, rather than the conduction charac- timate, falls short of providing a precise
teristics, may dictate the order of line-up measure of slow fibers. Different methods
of motor unit potentials. Thus, in motor devised for a more quantitative assess-
conduction, unlike in sensory conduction, ment commonly employ the principle of
short latencies do not necessarily imply collision.152 A distal stimulus of submax-
fast-conducting elements. This explains imal intensity initially excites the large-di-
why the use of peak latencies does not ameter, fast fibers with low thresholds. A
necessarily yield a slower conduction ve- shock of supramaximal intensity given si-
locity compared to the conventional cal- multaneously at a proximal site, then, al-
culations based on the onset latencies. lows selective passage of impulses in the
Careful attention to the waveform of slower fibers, because antidromic activity
each evoked potential improves the accu- from the distal stimulation blocks the fast
racy of interpretation in any electrophys- fibers. This assumption, however, does
iologic study. If the responses have dis- not always hold, because the order of ac-
similar shapes when elicited by distal and tivation with threshold stimulation de-
proximal stimuli, the onset latencies pends in part on the position of the stim-
probably represent fibers of different con- ulating electrode 65 in relation to the
duction characteristics. This discrepancy different fascicles.
results, for example, from the use of a An alternative method utilizes a series
submaximal stimulus at one point and a of paired shocks of supramaximal inten-
supramaximal stimulus at a second site. 43,49,50,53,59,60,112,125,129 This tech-
In diseased nerves, the impulse from a nique, in essence, consists of incremental
proximal site of stimulation may fail to delay of proximal shock after distal stim-
propagate in some fibers because of con- ulation without varying stimulus inten-
duction block even with an adequate sity. Shocks applied simultaneously
shock intensity. In addition, apparently cause collision to occur in all fibers. With
supramaximal stimuli may not activate a increasing intervals between the two stim-
bundle of regenerating or severely de- uli, the fastest fibers escape collision be-
myelinated axons if local structural fore the slow fibers. Measurement of the
changes or nerve pathology per se effec- minimal interstimulus interval sufficient
tively prevent the excitation of the nerve to produce a full muscle action potential
segment. The impulses, once generated provides an indirect assessment of the
voluntarily or reflexively at a proximal slowest conduction (Table 7-1).
site, however, may propagate along these Direct latency determination of the
fibers, giving rise to a confusing set of slowest fibers requires blocking of the fast
electrophysiologic findings. Any of these conducting fibers, leaving the activity in
circumstances preclude the calculation of the slower fibers unaffected. The use of
conduction velocity with the conventional two sets of stimulating electrodes, one
formula. placed at the axilla and the other at the
wrist, allows delivery of two stimuli, S(A1)
and S(A2), through the proximal elec-
Collision Technique to Block trodes and another shock, S(W), through
Fast- or Slow-Conducting Fibers the distal electrodes. The antidromic im-
pulse of S(W) blocks the orthodromic im-
The duration of the compound action po- pulse of S(A1), provided the distal shock
tentials, although useful as an indirect es- precedes the arrival of the proximal im-
Figure 7-18. A. Compound muscle action potential recorded by surface electrode placed over the abductor
digiti minimi after stimulation of the ulnar nerve. The diagrams on the left show orthodromic (solid line) and
antidromic (dotted line) impulses generated by three stimuli, S(A1), S(W), and S(A2) delivered at the axilla,
wrist, and axilla, respectively. Note the collision between the orthodromic impulse from S(A1) and antidromic
impulse of S(W) in slow conduction fibers (S), and between the orthodromic impulse of S(A2) and antidromic
impulse of S(W) in the fast conducting fibers (F]. The orthodromic impulse of S(A2) propagates along the slow
conducting fibers and elicits the second compound muscle action potential. B. Paired axillary shocks of
supramaximal intensity combined with a single shock at the wrist (cf. bottom tracing in A). The first axil-
lary stimulation, S(A1)preceded the wrist stimulation, S(W), by intervals ranging from 6.0 to 8.0 ms in in-
crements of 0.2 ms. Adjusting the second axillary shock, S(A2), to recur always 6.0 ms after S(W) automat-
ically determined interstimulus interval between S(A1) and S(A2). The figures on the left shows the entire
tracing with a slow sweep triggered by S(A1) for amplitude measurement. The ftgwes on the right illustrate
latency determination with a fast sweep triggered by S(A2) and displayed after a predetermined delay of 6.0
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 205
substantial latency change at this level, tal forearm. A sharply localized nonlinear
where the impulse normally conducts at latency increase across a 1 cm segment
a very slow rate. indicates a focal abnormality. An abrupt
change in waveform nearly always ac-
companies a latency72increase across the
6 STUDIES OVER SHORT AND site of compression. In fact, waveform
LONG DISTANCES analysis often localizes a focal lesion, un-
equivocally confirming the validity of ex-
cessive latency change that might have re-
Segmental Stimulation in sulted from inaccurate advances of the
Short Increments stimulating electrodes or inadvertent
spread of stimulus current, activating a
Ordinary conduction studies suffice to ap- less affected and consequently more ex-
proximate the site of involvement in en- citable neighboring segments. If technical
trapment neuropathies.25 More precise lo- difficulties preclude a complete study
calization requires inching the stimulus in across the presumed site of the lesion, in-
short increments along the course of the cremental stimulation of the more proxi-
nerve 72in order to isolate the affected seg- mal and distal segments suffices to de-
ment. In the evaluation of a focal lesion lineate the abnormality. In these cases,
such as compressive neuropathy, inclu- the waveform analysis shows abrupt
sion of the unaffected segments in calcu- changes together with nonlinear shift of
lation dilutes the effect of slowing at the the onset (or peak) latencies of successive
site of lesion and lowers the sensitivity of responses above and below the affected
the test. Therefore, incremental stimula- zone, forming two parallel lines rather
tion across the shorter segment helps iso- than one. These findings confirm a focal
late a localized abnormality that may oth- lesion within the short interval in ques-
erwise escape detection (see Chapter 6-2). tion encompassed by normal segments
Thus, the study of short segments pro- proximally and distally.
vides better resolution of restricted le-
sions. For example, assume a nerve im-
pulse conducting at a rate of 0.2 ms/cm Late Responses for Evaluation
(50 m/s) except for a 1 cm segment where of Long Pathways
demyelination has doubled the conduc-
tion time to 0.4 me/cm. In a 10 cm seg- Nerve stimulation studies commonly used
ment, normally covered in 2.0 ms, a 0.2 in an electromyographic laboratory apply
ms increase would constitute a 10 percent mainly to the distal, relatively short seg-
change, or approximately one standard ments of the peripheral nerves. In as-
deviation, well within the normal range of sessing a more diffuse or multi-segmen-
variability. The same 0.2 ms increase, tal process as might be seen in
however, would represent a 100 percent polyneuropathies, the longer the segment
change in latency if measured over a 1 cm under study, the more evident the con-
segment signaling a clear abnormality. duction delay. In other words, this ap-
The large per unit increase in latency proach has an advantage in accumulat-
more than compensates for the inherent ing all the segmental abnormalities, which
measurement error associated with mul- individually might not show a clear devi-
tiple stimulation in short increments.12,40 ation from the normal range. If a nerve
This technique is best suited for assess- impulse conducts at a rate of 0.2 ms/cm
ing a possible compressive lesion, such as (50 m/s), for example, a 20 percent delay
in carpal tunnel syndrome,57,72,124,137 ul- for a 10 cm segment is only 0.4 ms,
nar neuropathy at the elbow,13,68 or per- whereas the same change for a 100 cm
oneal nerve entrapment at the knee.67 segment amounts to 4.0 msec, an obvi-
With stimulation of a normal median ous increase that is easily detectable. In
nerve in 1 cm increments across the wrist, addition, evaluating a longer as compared
the latency changes approximately to shorter segment improves the accuracy
0.16-0.21 ms/cm from mid-palm to dis- of latency and distance measurement be-
206 Nerve Conduction Studies
cause the same absolute error constitutes study of median and peroneal nerves18,33 in
a smaller percentage. Measuring the sur- patients with diabetic polyneuropathy
face distance (carelessly) in a 10 cm seg- revealed good reproducibility in nerve con-
ment, the actual value may vary between duction velocity but not in amplitude. A
9.5 and 10.5 cm. A 1 cm difference con- few studies4,33,159 of diabetic polyneu-
stitutes a 10 percent error. Thus, the cal- ropathy yielded excellent reproducibility
culated conduction velocity based on this of the median and peroneal F-wave laten-
measurement could vary between 50 m/s cies. In contrast, amplitude varied con-
and 55 m/s. The same 1 cm error in a siderably for both the motor and sensory
100 cm segment represents only 1 per- nerves although the use of large elec-
cent error, resulting in the range of cal- trodes improved reproducibility 154 of com-
culated conduction velocity between 50 pound muscle action potentials. Of a
m/s and 50.5 m/s. The same argument few 159
reported studies of F waves, all but
applies in determining the effect of possi- one dealt with the experience at a sin-
ble error in latency measurement. gle laboratory, showing variations of up to
Consequently, the study of a longer 10 m/s in conduction velocity.6,52
path offers a better sensitivity and accu- We also conducted a multicenter analy-
racy and, as stated later, improved repro- sis on intertrial variability of nerve con-
ducibility in serial studies. A number of duction studies to determine the confi-
neurophysiological methods supplement dence limits of the variations for use in
the conventional techniques for the as- future drug assessments for diabetic
sessment of longer pathways.37 The se- polyneuropathy.77,87 All measurements,
lection of such techniques necessarily re- repeated twice at a time interval of 1-4
flects the special orientation of each weeks, followed a standardized method. In
laboratory. Those of general interest in- all, 32 centers participated in the study
clude the F wave and the H reflex (see of 132 healthy subjects (63 men) and 65
Chapters 18-6 and 19-2). centers in the evaluation of 172 patients
with diabetic polyneuropathy (99 men).
Motor nerve conduction studies consisted
Reproducibility of of stimulating the left median and tibial
Various Measures nerves and measuring amplitude, termi-
nal latency, and minimal F-wave latency
In the assessment of polyneuropathy, and calculating motor conduction velocity
nerve conduction studies serve as a mea- and F-wave conduction velocity. Sensory
sure of abnormality to document serial nerve conduction studies comprised an-
changes during the clinical course.84 Al- tidromic recording of latency and ampli-
though the method provides a sensitive tude after distal stimulation of the left me-
and objective indicator, its accuracy pri- dian and sural nerves and calculation of
marily depends on the adherence to tech- sensory conduction velocities over the dis-
nical details.17 Any deviations from the tal segment.
standards result in inconsistencies of the In both the control group and the pa-
results. The awareness of this possibility tient group, amplitude varied most, fol-
plays an important role in designing a lowed by terminal latency, and motor and
multicenter clinical trial, which involves sensory conduction velocity. In contrast,
many investigators of different back- minimal F-wave latency showed the least
grounds and training. Nonetheless, few change, with the range of variability only
studies have emphasized technical factors 10 percent for the study of the median
influencing the reproducibility of nerve nerve and 11 percent for the tibial nerve
conduction measurements in the evalua- in normal subjects and 12 percent and 14
tion of polyneuropathy.159 percent, respectively, in patients with di-
Several investigators5-17,52,131 reported abetic polyneuropathy. These results sup-
on the reliability of nerve conduction ve- port the contention that minimal F-wave
locity in normal subjects and 18,33,159
patients latency serves as the most stable and con-
with diabetic polyneuropathy. A sequently reliable measure for a sequen-
Reproducibility of Neurophysiological Measurements
healthy volunteers
Figure 7-19. Reproducibility of various measures in (A) healthy volunteers and (B) patients with diabetic
neuropathy. All studies were repeated twice at a time77 interval of 1-4 weeks to calculate relative intertrial
variations as an index of comparison. [From Kimura, courtesy of Nobuo Kohara, M.D. et al, data from a
multicenter reliability study sponsored by Fujisawa Pharmaceutical Co., Ltd.]
208 Nerve Conduction Studies
tial nerve conduction study of individual fects of a large variability among different
subjects. The same does not hold, how- subjects. Thus,
ever, when evaluating single patients
against a normal range established in a
group of subjects. Here F-wave conduc- where os2 and oe2 represent among-sub-
tion velocity suits better, minimizing the ject variance and experimental error. The
effect of limb length. Alternatively, some value exceeding 0.9 indicates a reliable
prefer the use of a nomogram, plotting the measure although, as seen from the for-
latency against the height as a simple, al- mula, this may indicate a large among-
beit indirect, measure of limb length. subject variance rather than a small ex-
In the assessment of reproducibility, we perimental error.
use two independent indices, relative in- Figure 7-19 shows the 5th to 95th per-
tertrial variation (RTV) and intertrial cor- centiles of RTVs and ICC in both groups;
rellation coefficiency (ICC). Of the two, RIV Figure 7-20 illustrates some examples of
directly represents a variation of mea- the individual data from the patients. The
surements expressed as the percentages measures showing the range of RIV within
of the difference between V1 and V2 over ±10 percent included F-wave latency and
the mean value of the two. Thus, F-wave conduction velocity of both me-
RIV(%) = 100*(V2 - V1)/0.5(V1 + V2) dian and tibial nerves, and sensory con-
duction velocity of the median nerve. In
where V1 and V2 represent the values of general, amplitudes showed a greater
the first and the second measurements of variation than latencies or nerve conduc-
the pair. The ranges of RIV within ±10 per- tion velocities. Similarly, ICC exceeded 0.9
cent usually indicate a higher precision. for F-wave latency of the median and tib-
Measures having larger interindividual ial nerves in both the healthy subjects and
differences are expected to show a greater the patients. Median nerve sensory nerve
infra-individual variability as well. The potential and median and tibial com-
calculation of ICC takes this into consid- pound muscle action potentials had a
eration as follows to partially offset the ef- large range of RIV despite a high ICC. In
Figure 7-2O. Comparison between the first and the second measures of (A) median nerve motor conduc-
tion velocity and (B) F-wave latency. Individual values plotting the first study on the abscissa and the sec-
ond study on the ordinate show a greater reproducibility of the F-wave latency compared to the motor nerve
conduction velocity (cf. Fig. 7-19). [From Kimura,77 courtesy of Noboru Kohara, M.D. et al, data from a mul-
ticenter reliability study sponsored by Fujisawa Pharmaceutical Co., Ltd.]
Facts, Fallacies, and Fancies of Nerve Stimulation Techniques 209
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16. Chaudhry V, Cornblath DR, Mellits ED, Avila 1988.
O, Freimer ML, Glass JD: Inter- and intra-ex- 33. Dyck PJ, Kratz KM, Lehman KA, Karnes JL,
aminer reliability of nerve conduction mea- Melton LJ, O'Brien PC: The Rochester Diabetic
surements in normal subjects. Ann Neurol 30: Neuropathy Study: design, criteria for types of
841-843, 1991. 1991.
17. Chaudhry V, Corse AM, Freimer ML, Glass JD, 34. Feasby TE, Brown WF, Gilbert JJ, Hahn AFD:
Mellits ED, Kuncl RW: Inter- and intraexam- The pathological basis of conduction block in
iner reliability of nerve conduction measure- human neuropathies. J Neurol Neurosurg Psy-
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Neurology 44:1459-1462, 1994. 35. Felsenthal G, Teng CS: Changes in duration
18. Claus D, Mustafa C, Vogel W, Herz M, Neun- and amplitude of the evoked muscle action po-
dorfer B: Assessment of diabetic neuropathy de- tential (EMAP) over distance in peroneal, me-
finition of norm and discrimination of abnormal dian, and ulnar nerves. Am J Phys Med 62:
nerve function. Muscle Nerve 16:757-768, 1993. 123-134, 1983.
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block and axonal degeneration. Brain 115: potential area of normal median nerves with
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1991. 1990.
Chapter 8
OTHER TECHNIQUES TO
ASSESS NERVE FUNCTION
muscles innervated by that nerve, elicit- calculation of an average size of single mo-
ing a muscle response as a sum of activ- tor unit potentials. If all the motor units
ity from multiple sources rather than from in the muscle give rise to nearly identical
a single source. For example, a thenar re- potential, then sampling a subset consti-
sponse elicited by stimulation of the me- tutes a valid approach. Variation among
dian nerve represents the activity of all the different motor units causes sampling
intrinsic hand muscles innervated by this error, especially with a non-Gaussian dis-
nerve. In a strict sense, therefore, the mo- tribution. Thus, sampling a greater pop-
tor unit number estimate relates to a ulation128leads to more reproducible re-
group of muscles that contribute to the sults. In chronic neurogenic processes,
measure to a greater or lesser extent, de- the ease of measuring the reduced num-
pending on their spatial relationship to ber of larger potentials compensates for
the recording electrodes. Another techni- the inaccuracy resulting from an in-
cal concern centers on the intensity of creased size variation of individual units.
stimulation that must activate all the ex- The same motor unit potential may vary
citable motor axons. During the process in size from one stimulus to the next, with
of demyelination or regeneration an ordi- defects of neuromuscular transmission
narily adequate stimulus may fail for the requiring special interpretation. These in-
nerve with an abnormally elevated thresh- clude myasthenia gravis, amyotrophic lat-
old. The use of submaximal stimulation eral sclerosis, and neurogenic processes
would underestimate the motor units with ongoing reinnervation. With a decre-
number. ment of compound muscle action poten-
Although the maximal amplitude is tials on slow repetitive stimulation, for ex-
usually proportional to the number of ax- ample, the calculated value falls short of
ons, abnormally large motor unit poten- the actual number of motor units.
tials after reinnervation partially restore
the size, thus concealing the loss of ax-
ons. In fact, despite the loss of over one Methods for
half of its motor innervation, a muscle Quantitative Assessments
may maintain its normal amplitude.
Therefore, a reliable motor unit number The methods described for obtaining sin-
estimate requires the knowledge about the gle motor unit action potential values in-
average size of individual motor unit po- clude (1) all-or-none increments of com-
tentials in addition to a measure of the to- pound muscle action potential, (2) F-wave
tal response. The accuracy of the esti- measurements, (3) spike-triggered averag-
mated number depends, among other ing, and (4) statistical estimates. Of these,
factors, on the adequacy in sampling the spike-triggered averaging relies on volun-
representative population of single unit tary recruitment whereas the remaining
size, which varies considerably in normal three measures use nerve stimulation to
subjects55 and, to a much greater extent, record individual elements.52,104,133 Dif-
in patients with neuromuscular diseases. ferent methods place varying technical
emphasis on meeting the underlying as-
sumptions mentioned above, although ba-
Sampling of Single Motor sic principles remain the same. All these
Unit Potential techniques, when properly executed, yield
the same order of estimates.32
A severe neurogenic process may reduce The original incremental method103,104
the number of axons to a level that allows provides the easiest and most direct ap-
identification of all the existing motor proach to counting of single motor unit
units individually. In general, direct potentials. Based on the all-or-none char-
counts provide a reliable, reproducible re- acteristic of the activation of motor axons,
sult up to a maximum of 10 units. With application of finely controlled current in
a greater number of units, an overlap pre- very small steps allows measurement of
cludes a complete count of all the units, successively recruited individual motor
necessitating the selection of a subset for units. The maximal muscle action poten-
Other Techniques to Assess Nerve Function 217
tial derived by the average size of the step- the estimated number.43 Automated use
wise increments yields the estimated of submaximal stimulation and template
number of motor units. In incremental matching reduce the risk and improve the
methods, a selection bias for more easily accuracy.
activated larger motor units could result Spike-triggered averaging uses a two-
in an overestimation of the size of indi- channel recorder to isolate voluntarily
vidual elements and consequently under- activated motor units as a measure of sin-
estimation of motor unit numbers. This gle motor unit potentials.33,44 The tech-
technique may also fail to identify the in- nique consists of detecting single units by
crements by very small motor unit poten- a needle electrode on the first channel,
tials, such as nascent units or those seen and averaging its size using a pair of sur-
in severe myopathies. Several modifica- face electrodes on the second channel. An
tions introduced to minimize these errors amplitude trigger window selects the units
tend to favor the low-threshold units, recorded by single-fiber, bipolar concen-
with a selection9,49,51,60,61
bias against the high- tric, standard concentric, or fine-wire
threshold units. As a variation, electrodes. Their average size divided into
stimulating the nerve at several points the maximal muscle potential recorded
with very low intensity yields only the first from the same surface electrode yields the
recorded single motor unit poten- number of motor units. As a variant, mo-
tials.51,52,56,78,144 The average sizes of the tor units recruited at three levels of effort
units obtained with stimulation along the and recorded at two locations on the sur-
nerve divided into the maximal compound face provide a broader sampling.125 The
muscle action potential yields the num- sources of error unique to this method in-
ber of motor units. clude recording29with a spurious and er-
The firing threshold for an individual roneous trigger and missing some mo-
axon varies in time. Thus, at any given tor units at the surface, unless studying
stimulus intensity, different axons may the muscle located superficially.10 Fur-
discharge according to their probability of ther, voluntary activation preferentially
firing. If two motor axons have similar ex- recruits smaller motor units, without re-
citability, a threshold stimulus may acti- cruiting larger units. Despite these con-
vate them together or alternately. This cerns, the method provides values com-
possibility, termed alternation, constitutes parable to those expected from histologic
another source of error. In the presence studies and those obtained with other
of two units, for example, three distinct methods of recording. Microstimulation of
potentials would be recognized, one each nerve terminals in the endplate region
or both together, giving the count of three may activate the full range of motor units,
rather than two. Similarly, in the case of thus reducing the selection bias charac-
three motor units, alternation could result teristic of voluntary activation.107
in an erroneous count of seven instead of In contrast to all the other methods, the
the actual number of three. As mentioned statistical approach makes no attempt to
later, the stochastic approach127 avoids identify individual motor units. Instead, it
such an error by using cluster analysis to takes advantage of intermittent firing of
sort out the templates of the individual el- individual motor units near threshold that
ements from all potentials recorded at a results in variation in the size of a sub-
fixed intensity. maximal compound muscle action poten-
The F-wave method relies on the as- tial.45,127 It relies on Poisson statistics to
sumption that repeater F waves represent calculate the size of the individual steps
single rather than multiple motor units. If based on their known relationship to the
so, dividing the maximal muscle response variance of multiple measures of step
by their average size yields the number of functions. In this type of analysis, the
motor units.90,131 Alternation can occur sizes of a series of measurements are mul-
as described above. The mistaken inclu- tiples of the size of a single component
sion of F waves activated by multiple in- and the variance of their distribution pro-
stead of single motor units inflates the av- vides an estimate of the average size of
erage size of individual elements, lowering the individual components making up
218 Nerve Conduction Studies
by separating the test stimulus from the of antidromic activity (Fig. 8-1). Its mag-
conditioning muscle response.15,91 The size nitude and speed depends solely on the
of the test response measured, however, neural excitability after passage of the
still depends on the excitability change of conditioning stimulus, S(A1). The S(A1)-to-
not only the motor axons but also the neu- S(W) time interval dictates the point of col-
romuscular junction and muscle fibers.34 lision and consequently the length of the
Therefore, this technique, based on suc- nerve segment made refractory by S(A1),
cessively evoked muscle responses, fails to before it is eliminated by the antidromic
measure the nerve refractory period per se. activity of S(W). Changing the S(A1)-to-
A collision technique originally devised to S(A2) time interval defines the range of the
avoid this difficulty determines the refrac- absolute refractory periods of the differ-
tory period of antidromic motor impulses ent motor fibers by demonstrating the se-
by paired distal stimuli followed by an ap- rial recovery of the test response ampli-
propriately timed single proximal stimulus, tude (Fig. 8-2A). In contrast, the latency
which measures the test volley.70 of the test response elucidates the dura-
Alternatively, paired proximal stimuli, tion of the relative refractory period of the
combined with a single distal stimulus, al- most excitable fibers (Fig. 8-2B). Table
low assessment of orthodromic motor im- 8-2 summarizes the results in 20 ulnar
pulses, eliminating the effects of 84
the mus- nerves from 10 healthy subjects studied
cle and neuromuscular junction. In this in our laboratory.87
arrangement, the descending impulse
generated by the first of the paired axil-
lary shocks, S(A1), eliminates the an- Changes in Amplitude
tidromic impulse from the distal shock at versus Latency
the wrist, S{W). The impulse of the sec-
ond axillary stimulus, S(A2), will propa- The amplitude changes of the test re-
gate distally along the motor fibers cleared sponse obtained with shocks of maximal
intensity follow a nearly identical course animal study142 that indicate (1) that a
irrespective of the length of the refractory delay of the test impulse during the re-
segment (Fig. 8-3). Therefore, reduction in fractory period allows an increasing in-
amplitude of the test response must re- terval between conditioning and test im-
sult from failure of nerve activation at the pulses as they travel further distally and
site of stimulation, rather than cessation (2) that an increasingly longer interval be-
of propagation along the course of the tween the two impulses, in turn, leads to
nerve. The impulse conducts at a slower progressive recovery of the test impulse
speed than normal, if transmitted at all, conduction velocity. Because of this re-
during the relative refractory period, gressive process, the test impulse con-
showing the greatest delay near the ab- ducts at a relatively normal speed by the
solute refractory period (Fig. 8-4). There- time it reaches the end of the refractory
after, the conduction progressively recov- segment, especially for a longer nerve.85
ers to normal as the interstimulus interval Electrophysiologic studies of human sen-
between the conditioning and test stimuli sory fibers,35 as well as computer simu-
increases. The length of the refractory seg- lation, have shown the same relationship
ment, which hardly influences the recov- between the refractory period and the
ery of the amplitude, substantially alters length of the nerve segment.145
the time course of the latency. The longer Human studies of the refractory period
the refractory segment, the greater the suffer from technical limitation in pre-
change in latency of the test response. The cisely measuring the amplitude and la-
delay, however, does not increase linearly tency of the test response. Specific prob-
in proportion to the length of the refrac- lems include small signals, unstable
tory segment; in fact, a change in latency baseline, gradual onset of the evoked re-
per unit length decreases for a longer con- sponse, and partial overlap of the test re-
duction distance. Therefore, the average sponse with the preceding events, despite
conduction velocity improves as the re- the use of a collision technique. A com-
fractory segment increases (Fig. 8-5). puterized cross-correlation analysis helps
These findings confirm the results of an improve numeric quantification of the
Figure 8-4. The pattern of re-
covery in latency of M(A2) in the
same subjects as shown in Fig-
ure 8-3. The curve shows the
latency difference between the
response to a single axillary
shock M(A), and the response
to the second axillary shock
M(A2) of the pair. The passage
of impulse across the longer re-
fractory segment (1.5 ms)
showed significantly slower re-
covery as compared with the
shorter refractory segment (0.5
ms). The bottom curve (trian-
gles) plots the difference in de-
lay of latency between 1.5 ms
and 0.5 ms segments. The val-
ues so calculated represent the
delay attributable to the last
1.0 ms of the 1.5 ms segment.
[From Kimura, Yamada, and
Rodnitzky,87 with permission.]
223
224 Nerve Conduction Studies
brane. Activation of a variety of nodal and creases its threshold) because it brings
internodal ion channels regulates this the membrane potential that much closer
type of change of membrane potential, to the critical level of activation. In other
termed electrotonus. The threshold also words, a second stimulus generates an ac-
changes in association with electrotonus, tion potential more easily if applied to an
as implied by the term threshold electro- already depolarized membrane. Brief hy-
tonus.8,19,21 perpolarizing currents show the opposite
A brief subthreshold depolarizing cur- effect on membrane excitability, elevating
rent increases nerve excitability (or de- its threshold to the test stimulus (Fig.
228 Nerve Conduction Studies
8-8). One study of latent addition esti- to Kf1 currents via I channels. Sub-
mated the sensory fibers to have about threshold electrotonus probably does not
three times larger average time constants involve Kf2 currents related to F channels,
of a local response than motor fibers with which respond to a greater depolarization
depolarizing conditioning stimuli.116 This compared to I channels. Subthreshold hy-
difference dropped to about one and a half perpolarization activates inward rectifica-
with116hyperpolarizing 27conditioning stim- tion, gIR. The contributions of gKs, gKf,
uli. Another study, using automatic and gIR were inferred from the effects of
threshold tracking, found a slower recov- the channel blockers tetraethyl ammo-
ery from hyperpolarizing pulses than from nium (TEA), 4-amino pyridine (4-AP), and
depolarizing pulses in sensory fibers, al- Cs+, respectively.8
though both motor and sensory fibers had
a similar membrane time constant of about
45 us. These findings suggest greater rest- Electrotonus and
ing activation or persistent sodium con- Threshold Electrotonus
ductance in the sensory fibers, which
adds a slow component to the recovery of A study of threshold electrotonus deter-
threshold from hyperpolarizing pulses and mines the time course of membrane ex-
increases the strength-duration time con- citability change induced by a rectangu-
stant.27,37 Latent addition allows in vivo lar subthreshold current pulse based on
study of persistent sodium conductance, the intensity of the test shock necessary
which may explain the mechanism un- to evoke a26defined fraction of the maximal
derlying some forms of axonal hyperex- response. Multiunit recording enables
citability. direct comparisons between the changes
A prolonged subthreshold current may in threshold determined by this method
not increase the excitability as much as and the changes in membrane potential7
expected because the voltage-dependent measured by extracellular recordings.
channels tend to oppose depolarization in According to these studies, the change in
the process known as accommodation. threshold normally follows the electro-
Similarly, opposing actions of voltage- tonic changes in membrane potential
dependent ion channels tend to modify caused by the subthreshold polarizing
the effect induced by hyperpolarizing cur- currents.21 The channel blockers seem to
rent. Testing the change of membrane ex- affect these two measures in the same
citability in this context, therefore, can un- way, confirming the close causal corre-
cover function and dysfunction of the ion spondence between electrotonic and
channels regarding their rectifying proper- threshold changes.21
ties. In particular, this method holds The threshold measurements usually
promise in assessing the role of potassium parallel electrotonic potentials; thus, the
channels, which probably play a key role term threshold electrotonus8 defines the
in the accommodative process under ordi- threshold changes corresponding to elec-
nary circumstances.7,21,22,23,100 trotonic changes. This technique, mea-
Capacitative and resistive membrane suring the threshold noninvasively, esti-
properties11 determine the internodal po- mates changes of membrane excitability
tential changes in the axons induced ei- after subthreshold polarization. Thresh-
ther by a nerve impulse or by externally old electrotonus, like electrotonus, can be
applied currents.18,95 Various rectifying used to study the effect of depolarizing as
channels in the nodal and internodal axon well as hyperpolarizing current pulses. A
membranes alter electrotonic potentials family of accommodation curves thus gen-
recorded from the axon. A slow and fast erated will provide information about the
potassium conductance, gKs and gKf, ac- subthreshold electrical properties of the
tivated by prolonged subthreshold depo- axon or the nerve. The slow changes in
larization, relates to the currents induced threshold in response to depolarizing cur-
by the specific channel types identified in rents occur mainly in the direction of ac-
voltage-clamp and patch-clamp studies; commodation, or less excitability than ex-
gKs to Ks currents via S channels, and gKf pected. Hyperpolarizing currents induce
Other Techniques to Assess Nerve Function 229
the response mainly in the opposite di- Under computer control, 1 ms test
rection or less suppression than expected, pulses, delivered alone at 1Hz, determine
as implied by the term negative accom- the "threshold" current that is just suffi-
modation.7,21 cient to maintain a constant response in
A normally very close relationship be- amplitude of a predetermined size. The
tween membrane potential and threshold, value usually chosen equals 40 percent of
and therefore between electrotonus and the maximal response established by a
threshold electrotonus, breaks down in a supramaximal shock prior to the study.
few situations, where a fast component of Depolarizing and hyperpolarizing condi-
accommodation not reflected in the mem- tioning current pulses of 100 ms duration
brane potential causes threshold electro- usually have ± 20 percent and ± 40 per-
tonus to deviate from electrotonus. Such cent of "threshold" current. The procedure
separations occur with DC depolarizing consists of alternating test pulses on their
currents, raised extracellular potassium own and test pulses superimposed on 100
concentrations, or ischemia. Inactivation ms depolarizing and hyperpolarizing con-
of closed (unactivated) sodium channels ditioning pulses. The interval between the
probably underlies the most important ac- start of the test and conditioning shocks
commodative process that manifests with- is slowly advanced from +2 to -98 ms
out altering the membrane potential per over a period of 10 minutes. The increase
se, as has been shown in isolated toad in excitability produced by a depolarizing
fibers.143 Mammalian fibers rapidly ac- current, expressed upward as percentage
commodate only when they are depolar- reductions in threshold, cannot exceed
ized by 15-20 mV.26 The insensitivity to the line at the top for 100 percent thresh-
potassium channel blockers of this fast old reduction (Fig. 8-9).
accommodation supports the hypothesis The start of the current pulse immedi-
that sodium channel inactivation plays a ately depolarizes the node, resulting in a
role.7 step increase in excitability. Subsequent
depolarization of the node, as well as of
the internodal part of the axon, causes a
Techniques to Measure further increase in excitability, but more
Threshold Electrotonus slowly, for about 20 ms. Accommodation
follows,19 with a partial repolarization of
Threshold electrotonus21 tests the effect the nodal membrane, caused mainly by
of standardized subthreshold depolarizing the activation of slow potassium chan-
or hyperpolarizing currents on "thresh- nels21 present in the nodal and internodal
old," defined as the current required to axon membrane.8 Hyperpolarization gives
just excite a standard, submaximal re- rise to only two phases of response, the
sponse. Subthreshold depolarizing cur- fast component with changes in the nodal
rents lasting 100 ms adequately activate potential and prominent slow changes af-
the slow potassium channels responsible fecting both the node and the internode
for Ks currents inducing accommodation. together. Longer and stronger hyperpo-
Hyperpolarizing current pulses, usually larizing currents lead to a late depolar-
300 ms in duration, activate IH, an in- ization or negative accommodation by in-
wardly rectifying current causing negative ward rectification,21 a phenomenon more
accommodation. A test shock applied to prominent in the sensory than the motor
measure thresholds ordinarily has a 1 ms fibers.25
duration; that value is chosen to be long A computer model of a node and an in-
compared with the time constant of the ternode gives a reasonable account of the
nodes of Ranvier but short compared with time course of threshold electronus, tak-
the time constants of the internodal axon ing into consideration one type of sodium
and slowly activating ion channels. Nor- channel and three types of potassium
malizing both the polarizing currents and channels.26 For example, increased acti-
threshold measurements as percentages vation of potassium channels would de-
of the unconditioned threshold current crease the axonal membrane resistance,
minimizes the effect of tissue impedance. resulting in "fanning-in" or flattening of
230 Nerve Conduction Studies
the excitability curve. The opposite ab- chemic ectopic discharges23 and mecha-
normalities would result in 'fanning out' nisms underlying the difference in inward
of the threshold electrotonus. rectification 25between motor and sensory
nerve fibers. The model must be modified
in reproducing abnormal features when
Applications of Threshold threshold electrotonus deviates from elec-
Measurements trotonus in such28conditions as amyotrophic
lateral7 sclerosis or prolonged depolarized
The two threshold-tracking techniques, state.
latent addition and threshold electro- Motor and sensory axons show very
tonus, test human nerve excitability in similar depolarizing responses but differ-
vivo, providing better understanding of ent hyperpolarizing responses. Hyperpo-
any channel abnormalities. According to larization deactivates potassium channels
the 27experimental data on latent addi- in the internodal axon and later activates
tion, the axonal responses to brief cur- the axonal inward rectifier, IH, an excita-
rent pulses depend for the mostpart on a tory channel with permeability to sodium
small, persistent sodium conductance. as well as potassium ions. A difference in
Thus, any models of human nerve ex- expression of the inward rectifier helps to
citability should incorporate persistent as explain the characteristic behaviors of the
well as transient nodal sodium channels, motor and sensory axons on release of ex-
in addition to fast and slow potassium perimentally induced ischemia25,36 and
channels and inward rectification, as de- on the cessation of prolonged tetaniza-
scribed above. tion.81,83
The classical theory based on nodal cur- Applying a pneumatic tourniquet to a
rents suffices to analyze the normal wave- limb induces substantial ischemia, which
form of an action potential. Modern inhibits the +electrogenic sodium (Na+)-
approaches emphasize internodal mecha- potassium (K ) pump, causing membrane
nisms to account for pathologic nerve ac- depolarization. The extracellular accumu-
tivity, as seen in11 Barrett and Barrett's lation of potassium 12ions also reduces
equivalent circuit derived from the elec- membrane potential. On release of the
trical interaction between nodes and in- cuff, hyperactivity of the electrogenic
ternodes.122 This model can explain many sodium pump rapidly hyperpolarizes the
conditions in which threshold electrotonus axons. In tests of these changes, thresh-
closely parallels electrotonus:23,25,134,135 old tracking of a constant fraction of the
for example, pathophysiology of postis- compound muscle action potential shows
Other Techniques to Assess Nerve Function 231
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sory peripheral nerve fibers measured with the Neurol 28:487-495, 1990.
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Part III
Assessment of
Neuromuscular
Transmission
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Chapter 9
ANATOMY AND
PHYSIOLOGY OF THE
NEUROMUSCULAR
JUNCTION
1. INTRODUCTION
2. ANATOMY OF THE NEUROMUSCULAR JUNCTION
End Plate
Synaptic Vesicles
Acetylcholine Receptors
3. ELECTRICAL ACTIVITY AT THE END PLATE
Miniature End-Plate Potential
Events Related to Nerve Action Potential
End-Plate Potential
4. EXCITATION-CONTRACTION COUPLING
Generation of Muscle Action Potential
Transverse and Longitudinal Tubules and Triad
Role of Calcium Ions
5. ABNORMALITIES OF NEUROMUSCULAR TRANSMISSION
Postsynaptic Defect in Myasthenia Gravis
Experimental Models in Animals
Presynaptic Defect in Lambert-Eaton Myasthenic Syndrome
Heterogeneous Pathophysiology of Congenital Myasthenic
Syndromes
Effect of Toxins and Chemicals
6. TIME COURSE OF NEUROMUSCULAR TRANSMISSION
Enhanced Excitability Causing Repetitive Discharges
Effects of Paired or Repetitive Stimulation
Neuromuscular Depression and Facilitation
Normal Recovery Cycle
Effects of Disease States
Posttetanic Potentiation and Exhaustion
Figure 9-1. Motor end plate as seen in histologic sections in the long axis of the muscle fiber (A) and in
surface view (B) under the light microscope, and a section through the motor end plate (area in the rectan-
gle in A) under the electron microscope (C). The myelin sheath ends at the junction at which the axon ter-
minal fits into the synaptic cleft. The Schwann (teloglial) cells cover the remaining portion without extend-
ing into the primary cleft. The plasma membrane of axon (axolemma) forms the presynaptic membrane and
that of muscle fiber (sarcolemma), the postsynaptic membrane of the end plate. Interdigitation of the sar-
colemma gives rise to the subneural or secondary clefts. The axon terminal contains synaptic vesicles and
mitochondria. [From Bloom and Fawcett,15 with permission.]
occupies an area close to 4 um2 contains nal, though normal in area, contains an
approximately 50 synaptic vesicles per elongated and sometimes markedly hy-
square micrometer. The synaptic basal pertrophic postsynaptic membrane. Nei-
lamina interposed between the nerve ter- ther disease is characterized by significant
minal and the muscle cell has a special alteration in the mean synaptic vesicle di-
composition containing, among other mol- ameter or the mean synaptic vesicle count
ecules, acetylcholinesterase.91 The post- per unit nerve terminal area. Clinically
synaptic membrane, 10 times longer than unaffected limb muscles may show the ul-
the presynaptic membrane, forms elabo- trastructural changes of the motor end
rate imaginations known as junctional plate in117patients with ocular myasthenia
folds, containing a concentration of ACh gravis.
receptors.109 The postsynaptic folds cover
an area about two and a half times that
of the terminal itself. Diseases of neuro- Synaptic Vesicles
muscular transmission alter the end-plate
profile (Fig. 9-2). In myasthenia gravis, Minute intracellular structures, 300-500 A
the terminal occupies less area, and post- in diameter, encapsulate ACh molecules
synaptic folds appear simplified. In con- inside the presynaptic axoplasm. In addi-
trast, in the myasthenic30,78syndrome or tion to the synaptic vesicles, the nerve end-
Lambert-Eaton syndrome the termi- ings contain high concentrations of choline
242 Assessment of Neuromuscular Transmission
ficiency of calcium (Ca2+), the ion known As mentioned earlier, spontaneous re-
to enhance quantal release by increasing lease of a single quantum of ACh induces
fusion of the ACh vesicles with the mem- a MEPP that falls far below the critical
brane of the nerve terminal. level necessary for generation of a muscle
The factors that dictate the amplitude action potential. With the arrival of a
of the MEPP or quantum size include the nerve impulse, depolarization of the mo-
number of ACh molecules in a vesicle, dif- tor nerve ending initiates an influx of cal-
fusion properties of the liberated mole- cium into the motor axons. The increased
cules, structural characteristics of the end amount of calcium accelerates fusion of
plate, and sensitivity of the ACh receptors. the vesicle membrane with the nerve ter-
In normal human intercostal muscles, an minal membrane, thereby producing a
MEPP recurs roughly every 5 seconds, large increase in the rate of quantal re-
measuring approximately 1 mV in ampli- lease. Massive synchronized release of
tude when recorded intracellularly.32 ACh triggered by the arrival of a nerve ac-
Hence, the MEPP falls far short of the ex- tion potential results in summation of
citability threshold of the muscle fiber, av- many MEPPs, giving rise to a localized
eraging about 2-4 percent of the normal EPP. Thus, the number of immediately
end-plate potential (EPP) generated by a available ACh quanta and the voltage-de-
volley of nerve impulses. A small dose of pendent concentration of calcium within
curare greatly reduces the amplitude of the axon terminal, together, determine the
the MEPP, whereas an equivalent dose size of the EPP. The number of quanta
of neostigmine (Prostigmin) increases it.73 emitted per nerve impulse, or quantum
The MEPP ceases after denervation or content, averages 25-50, based on the
nerve anesthesia. In myasthenia gravis, amplitude ratio, EPP/MEPP.
receptor insensitivity results in reduced
amplitude of the MEPP, despite normal
discharge frequency. Conversely, defective End-Plate Potential
release of ACh reduces the rate of firing in
the myasthenic syndrome and in botulism, Like MEPPs, EPPs result from depolariza-
although the MEPP remains normal in am- tion of the motor end plate by ACh. The
plitude (see Chapter 27-2 and 3). opening of ACh receptors by the synaptic
transmitter increases the conductance of
various diffusible ions, principally those of
Events Related to Nerve sodium and potassium. Therefore, these
Action Potential ions move freely down their electrochemi-
cal gradients, resulting in depolarization of
In the resting state, the interior of the the motor end plate. The rise time, ampli-
muscle fibers is negative relative to the ex- tude, and duration characterize this non-
terior by about 90 mV. This transmem- propagated local response, which declines
brane potential primarily results from an rapidly with distance from the end plate. It
unequal distribution of inorganic ions normally begins about 0.5 ms after the re-
across the membrane, with +a high con- lease of ACh, reaches its peak in about 0.8
centration of potassium (K ) intracellu- ms, and decreases exponentially with a half
larly and of sodium (Na+) and chloride decay time of about 3.0 ms. The EPP, a
(Cl-) extracellularly (see Chapter 2-2). It graded, rather than all-or-none, response,
also depends on differential permeability increases in proportion to the number of
across the muscle membrane, with a high ACh quanta liberated from the nerve ter-
conductance for potassium and chloride minal. The sensitivity of the end plate to
and low conductance for sodium. The en- the depolarizing action of ACh also affects
ergy-dependent sodium-potassium pump the degree of depolarization. Like the exci-
compensates for a slight inward move- tatory post-synaptic potential (EPSP), two
ment of sodium and outward movement or more subthreshold EPPs generated in
of potassium at steady state to maintain near synchrony can summate to cause a
the electrochemical potential equilibrium depolarization exceeding the critical level
(see Fig. 2-1). for generation of an action potential.
244 Assessment of Neuromuscular Transmission
Sliding of thin filaments against thick fil- costal muscles have revealed reduced am-
aments results in contraction of the my- plitude of miniature end-plate potential
ofibril (see Chapter 12-2). At the end of (MEPP) or small quantum size but normal
the muscle action potential, rapid rese- or nearly normal discharge frequency.32
questering of calcium into the longitudi- Consequently, the end-plate potential
nal tubules lowers its concentration in (EPP) elicited by a nerve impulse also
the sarcoplasm. The myoflbers relax as shows a reduced amplitude, despite a nor-
adenosine triphosphate breaks the exist- mal number of acetylcholine (ACh) quanta
ing bridges between filaments. liberated by a single volley or normal EPP
quantum content. On repetitive stimula-
tion, the number of quanta released falls
5 ABNORMALITIES OF gradually, as it does in normal muscle,
causing a further decrease in the ampli-
NEUROMUSCULAR
TRANSMISSION tude of the initially small EPP. With suc-
cessive stimuli, the EPP becomes insuffi-
cient to bring the membrane potential to
Postsynaptic Defect in the critical level in a progressively greater
Myasthenia Gravis number of fibers, thus causing reduction
in amplitude of compound muscle action
In myasthenia gravis (see Chapter 27-2) potential. Neuromuscular transmission
intracellular recordings from the inter- fails first in small motor units, perhaps
246 Assessment of Neuromuscular Transmission
because they have a lower margin of safety normality in myasthenia gravis. Partial
than the large motor units.69,70 blocking of the ACh receptors with curare
Reduction in amplitude of MEPP sug- produces a similar physiologic defect.
gests (1) decreased numbers of ACh mol- Studies using plasma exchange have re-
ecules per quantum, (2) diffusional loss of vealed an inverse relationship between
ACh within the synaptic cleft, or (3) re- clinical muscle strength and antibody
duced sensitivity of the ACh receptor. In titers. This finding supports the view that
early studies, postsynaptic sensitivity to the auto antibody against nicotinic acetyl-
carbachol and decamethonium added to choline receptor plays the most important
the bath solution appeared to be nor- role in impairing neuromuscular trans-
mal.33 A presynaptic abnormality pro- mission in myasthenia gravis and ex-
posed on the basis of this finding, how- perimental autoimmune myasthenia
ever, has subsequently received neither gravis.4,28,55,96,97,126 Cytokines produced
morphologic nor electrophysiologic confir- by CD4+ and CD8+ T helper cells medi-
mation. Indeed, micro-iontophoretic ap- ate the production of anti-ACh receptor
plication of ACh at the end-plate region antibodies,125 sometimes induced by an
has since disclosed impaired postsynap- external stimulus.7 ACh receptor sub-
tic sensitivity to ACh.1 The observed elec- units found in the thymus alone, however,
trophysiologic changes may also imply do not produce myasthenia gravis.71
diffusional ACh loss resulting from alter- Antibodies mediate obstruction of the
ations in postsynaptic membrane struc- ACh receptor, presumably by binding with
ture. complement to the receptor zone of the
Ultrastructural histometric studies in postsynaptic membrane.40 Intercostal
myasthenic intercostal muscles have muscle biopsies show reduced numbers
shown a distinct end-plate profile, indi- of ACh receptors and binding of antibod-
cating postsynaptic membrane abnormal- ies to many of the remaining receptors in
ities.45 Another experiment has revealed patients with myasthenia gravis.84 Pa-
three types of neuromuscular junctions in tients with thymoma often have striational
the surface fibers of internal and external antibodies in addition to 67 anti-acetyl-
intercostal muscles of myasthenics.1 One choline receptor antibodies. This may
group with mild morphologic alterations interfere with calcium (Ca2+) release from
had EPPs of sufficiently large amplitude the sarcoplasmic reticulum, resulting in a
to trigger an action potential. A second defect of excitation-contraction coupling
group with a grossly altered postjunc- and contractility reported in myasthenic
tional membrane showed marked reduc- muscle.100,101 Autoantibody also appears
tion not only in amplitude but also in fre- to mediate seronegative myasthenia
quency of the MEPP and in amplitude of gravis, a heterogeneous disorder that can
the EPP. The last group had totally de- be passively transferred to mice.17
generated endplates showing neither
MEPPs nor EPPs.
Not every myasthenic end plate shows Experimental Models in Animals
morphologic alterations, despite dimin-
ished MEPP amplitude demonstrated uni- Experimental autoimmune myasthenia
formly. Therefore, changes in end-plate gravis shares the morphologic and phys-
geometry per se may not totally explain iologic abnormalities of the disease in hu-
the physiologic defect. Myasthenic mus- mans 28,29,46,51,61,83,105,107 Studies in rats
cles have decreased functional receptor showed reduced receptor content and in-
sites detected by radioactively labeled al- creased receptor-bound antibody. Thus,
pha-bungarotoxin, a snake venom that defective neuromuscular transmission
binds to the ACh receptor.31,48,57 Further, seems to result from a reduced number of
the number of functional ACh receptors, fully active receptors.84 Typical histologic
when counted by this technique, shows and electrophysiologic myasthenic fea-
positive correlation 66with the mean ampli- tures develop in mice after passive trans-
tude of the MEPP. These findings indi- fer of human serum fractions obtained
cate the presence of an ACh receptor ab- from patients with myasthenia gravis.116
Anatomy and Physiology of the Neuromuscular Junction 247
of quanta released per EPP primarily re- lar blocking agents can also cause pro-
flects a reduced store of ACh vesicles, longed muscle weakness.6
rather than a low probability of release, as Aminoglycoside antibiotics such as
in the case of the classic myasthenic syn- neomycin and kanamycin not only inter-
drome. A congenital defect in the molecu- fere with ACh release directly3,75 but also
lar assembly of acetylcholinesterase or its inhibit the transmission by postsynaptic
attachment to the postsynaptic membrane block.24 A number of other drugs induce
also represents a basic abnormality. A fa- dysfunction of the neuromuscular junc-
milial congenital myasthenic syndrome tion.3 These include the HIV protease in-
shows deficient synthesis of ACh.60 hibitor ritonavir,104 D-penicillamine, used
The syndromes adequately characterized to treat rheumatoid arthritis27 and Wilson's
to date include acetylcholinosterase defi- disease,2 21and cocaine.9,23 In addition, (3-
ciency,36,65 defective resynthesis or vesicu- 68
blockers ' and calcium channel block-
lar packaging of ACh,38,95 ACh receptor ers113,119,123 may aggravate myasthenia
deficiency such as congenital paucity of gravis or induce a myasthenic syndrome.
secondary synaptic clefts,81,110,124 kinetic
dysfunction of ACh receptor, such as slow
channel syndrome,52,99 high-conductance, 6 TIME COURSE OF
fast channel syndrome42,47 and other ab- NEUROMUSCULAR
normalities of interaction with ACh,118 TRANSMISSION
and familial limb-girdle myasthenia with
tubular aggregates.50,92 Enhanced Excitability Causing
Repetitive Discharges
Effect of Toxins and Chemicals The amount of acetylcholine (ACh) in the
2+ immediately available store and the con-
Abnormalities in calcium (Ca )-depen- centration of calcium (Ca2+) at the nerve
dent ACh release also reduce the ampli- terminal, together, determine the number
tude of the EPP in a number of other con- of ACh molecules released by a nerve ac-
ditions, including a neuromuscular block tion potential. Single nerve shocks may
by botulinum toxin89,106 (see Chapter excite muscle fibers twice or, rarely, three
27-5 and 6). The neuromuscular insuffi- times or more if enough ACh molecules
ciency in botulism results neither from remain after the first discharge, as in
blockage of calcium entry into the nerve congenital myasthenia 39 with acetyl-
nor from reduced storage of ACh vesicles. cholinesterase deficiency (see Chapter
The toxin interferes with the ACh release 27-4 and 6). Excess amounts of ACh may
process itself, by blocking exocytosis at result from the use of anticholinesterase
the release sites by cleaving synaptic pro- as therapy for myasthenia gravis37 or af-
tein 25 (see Chapter 27-5). Thus, the re- ter organophosphate poisoning.10-13 Re-
duced frequency of the MEPP, not affected activation of muscle response results,
by the addition of calcium, recovers after despite the normal amounts of ACh mol-
the administration of a spider venom ecules, in the slow channel syndrome with
known to neutralize the toxin. prolonged depolarization.41,99 In this en-
High concentrations of magnesium tity, as in organophosphate poisoning,
(Mg2+16,114
) block neuromuscular transmis- repetitive stimulation of the nerve show a
sion. Lowering the temperature in- rate-dependent decrement of all muscle
creases transmitter release and reacti- potentials, although secondary responses
vates previously paralyzed muscle in diminish first.58,59,120
botulinum paralysis, but not in normal
muscle blocked by high magnesium con-
centration.85 Experimental evidence indi- Effects of Paired or
cates an inhibitory effect of manganese Repetitive Stimulation
(Mn2+) on transmitter release at the neu-
romuscular junction.5 The long-term use Repetitive stimulation affects the release
of various nondepolarizing neuromuscu- of ACh and the end-plate potential (EPP)
Anatomy and Physiology of the Neuromuscular Junction 249
in two opposing manners. On the one Both facilitation and summation result
hand, the first shock utilizes a portion of in larger compound muscle action poten-
the store, partially depleting the amount tials through recruitment, provided that
of ACh available for subsequent stimuli, the initial stimulus failed to activate all
until the mobilization store has refilled the the muscle fibers. The greater amplitude
loss. On the other hand, calcium accu- and area under the waveform in recruit-
mulates in the nerve terminal after each ment imply the discharge of additional
shock, enhancing ACh release. These two muscle fibers. An increased amplitude
competing phenomena, though initiated may also result from better synchroniza-
by the same stimulus, follow different time tion of different muscle fibers without re-
courses.26 cruitment. In this phenomenon, called
Influx of calcium into the terminal ax- pseudofactiitation, the area under the
ons takes place immediately after depo- waveform, which approximates the num-
larization of the nerve, but the ion diffuses ber of active muscle fibers, shows no
out of the axon over the next 100-200 ms. major changes. Increased+ activation of the
Hence, paired or repetitive stimulation electrogenic sodium (Na )-potassium (K+)
with a shorter interstimulus interval pump triggered by preceding shocks also
causes accumulation of calcium. Such potentiates the amplitude of the subse-
fast rates of stimulation, therefore, tend quent single action potentials as the re-
to facilitate release of ACh, despite con- sult of hyperpolarization.90
comitant reduction of its immediately
available store. In contrast, slower rates
of repetition result in suppression, be- Normal Recovery Cycle
cause the negligible electrosecretory facil-
itation at such stimulus intervals can no Studies of the recovery cycle consist of
longer compensate for the loss of ACh recording the muscle action potentials af-
stores. The dichotomy between the fast ter delivering paired stimuli to the nerve
and slow rates of stimulation, however, at various interstimulus intervals. A sec-
does not always hold. For example, even ond shock delivered a few milliseconds af-
at high rates of stimulation, ACh deple- ter the first falls in the refractory periods
tion far exceeding its mobilization will lead of the muscle and nerve (Fig. 9-4). For in-
to reduced release of the transmitter. The tervals of 10-15 ms, an overlap between
partially depleted ACh store recovers ex- the first and second muscle responses
ponentially in 5-10 seconds through the precludes accurate measurement of the
slow reloading of ACh ejection sites. individual potentials. Thereafter, the sec-
ond compound muscle potential recovers
to the size of the first in the normal mus-
Neuromuscular Depression cle. This finding, however, does not nec-
and Facilitation essarily imply that the first and second
stimuli elicit the same EPPs.
Reduction in the number of ACh quanta At interstimulus intervals of 100-200
released by the second nerve impulse re- ms, the second shock may normally evoke
sults in a smaller EPP, which no longer a greater EPP than the first through neu-
reaches the threshold in some muscle rosecretory potentiation. If the EPP by the
fibers. The amplitude of the second com- first stimulus exceeds the threshold of ex-
pound muscle action potential decreases, citation in all muscle fibers, however, en-
or shows a decrement, compared with the hanced EPP by the second stimulus re-
first response. Conversely, an increase in cruits no additional fibers. A slow rate of
the number of quanta released by the sec- stimulation depresses the number of ACh
ond nerve impulse gives rise to a larger quanta released successively, even in nor-
EPP. Such true facilitation is based on the mal muscles. Because of a large margin
neurosecretory potentiation rather than of safety, however, the decreased amount
on summation of two EPPs elicited by of ACh suffices to cause an EPP well above
paired shocks with a very short inter- the critical level of excitation in all mus-
stimulus interval.26 cle fibers. In normal muscles, therefore,
250 Assessment of Neuromuscular Transmission
myasthenia gravis (Fig. 9-7). At a slower traction, the immediately available store
rate separated by more than 200 ms, the of ACh may increase as a result of a
second EPP diminishes because calcium greater mobilization rate. This increase of
no longer accumulates to compensate for ACh storage, coupled with the accumula-
depletion of available ACh stores. Limited tion of calcium in the axon, enhances the
release of ACh by the first stimulus, how- release of ACh and, consequently, the EPP
ever, may preclude major decremental for 1-2 minutes, causing posttetanic po-
muscle responses in most patients. tentiation. Subsequent stimuli release
Defective release of ACh also underlines fewer ACh quanta for up to 15 minutes,
the electrophysiologic abnormality in bot- probably because of metabolic changes in
ulism. With paired stimuli, summation of the nerve terminal, leading to posttetanic
the EPPs augments the second response exhaustion. These findings resemble the
at intervals of less than 10 ms. Increased experimentally induced block by hemi-
number of quanta released by the second cholinium, which interferes with ACh syn-
impulse also causes facilitation at inter- thesis.25
stimulus intervals of 100-200 ms. As ex-
pected, paired shocks of longer intervals
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256 Assessment of Neuromuscular Transmission
1. INTRODUCTION
2. METHODS AND TECHNICAL FACTORS
Belly-Tendon Recording
Movement-Induced Artifacts
Temperature and Other Factors
3. COMMONLY USED NERVES AND MUSCLES
Distal Versus Proximal Muscle
Upper Limb and Shoulder Girdle
Lower Limb
Face
4. RECOVERY CURVES BY PAIRED STIMULATION
Short Interstimulus Intervals
Long Interstimulus Intervals
5. DECREMENTAL RESPONSE AT SLOW RATES OF STIMULATION
Normal Muscles
Myasthenia Gravis
Other Neuromuscular Disorders
6. INCREMENTAL RESPONSE AT FAST RATES OF STIMULATION
Normal Muscles
Lambert-Eaton Myasthenic Syndrome and Botulism
Other Neuromuscular Disorders
7. EFFECT OF TETANIC CONTRACTION
Use of Prolonged Stimulation
Posttetanic Potentiation
Posttetanic Exhaustion
8. CHANGES IN MYOGENIC DISORDERS
Muscle Glycogenosis
Myotonia
Paramyotonia Congenita and Periodic Paralysis
Proximal Myotonic Myopathy
257
258 Assessment of Neuromuscular Transmission
Figure 10-1. A train of responses recorded from the thenar muscle with stimuli delivered one per second
to the median nerve at the wrist in a healthy subject. Intentional stepwise alteration in thumb position from
abduction to adduction after each shock gave rise to a smooth reduction in amplitude with concomitant in-
crease in duration of successive potentials. The area under the waveform showed relatively little change from
the first to the fifth response.
Figure 10-2. Decremental response of the hypothenar muscle with stimulation of the ulnar nerve at two
per second in a patient with myasthenia gravis. On the left, stimulation at 36 °C and on the right, after cool-
ing of the hand to 30 °C. Note the reduction in the decrement from 15 percent to 6 percent, and the increase
in amplitude after cooling of the hand. [From Denys,23 with permission.]
use of an infrared heat lamp helps main- unaffected muscle. Thus, isolated bulbar
tain the recommended skin temperature or respiratory muscle weakness may pose
over the tested muscle, above 34° C in a diagnostic challenge.61 Weak proximal
most laboratories for diagnostic applica- or facial muscles show a higher incidence
tion. The effect of cholinesterase in- of electrical abnormality than stronger dis-
hibitors also influences the results of tal muscles.92 In a series of experiments,
repetitive stimulation. Administration of electrical and mechanical responses to
anticholinesterase drugs within a few repetitive stimuli revealed substantially
hours before the test reduces the proba- greater decrement and posttetanic poten-
bility of obtaining a decremental response. tiation in the platysma than in the ad-
Discontinuance of the short-acting med- ductor pollicis.48,49 Also, the trapezius has
ication for several hours improves the sen- proven more sensitive than the distal hy-
sitivity of the test. The patient must with- pothenar muscles in detecting abnormal-
hold a long-acting medication for a longer ities of neuromuscular transmission in
period, if clinically feasible. With an over- amyotrophic lateral sclerosis.45 Similarly,
dose of anticholinesterase drugs, a single electrophysiologic findings in botulism
nerve impulse may cause a repetitive may involve only weak muscles of the clin-
muscle response, and repetitive stimuli at ically affected limbs. In contrast, patients
a high rate give rise to a decremental re- with the myasthenic syndrome usually
sponse (see Chapter 9-6). have prominent abnormalities not only in
the proximal muscles but also in distal
muscles, albeit less severely.13
3 COMMONLY USED In principle, the method consists of ap-
NERVES AND MUSCLES plying repetitive stimulation to a motor or
mixed nerve and recording a train of re-
sponses from the innervated muscle. Al-
Distal Versus Proximal Muscle though less sensitive, studies of the distal
musculature provide technically more re-
Patients with myasthenia gravis rarely liable results than those of more proximal
have a decremental response in clinically muscles in the limb or facial muscles.
Techniques of Repetitive Stimulation 261
Stimulation of the ulnar nerve at the el- line. The patient upright in a chair holds
bow allows simultaneous recordings from on to the handle with the arm flexed ap-
one proximal muscle and three distal mus- proximately 130 degrees and exercises the
cles: the flexor carpi ulnaris, abductor dig- muscle by extending the elbow.
iti quinti, first dorsal interosseous, and ad-
ductor pollicis.26 A negative result with BICEPS
distal muscles should prompt examination
of the proximal muscles, such as the del- The musculocutaneous nerve is stimulated
toid, biceps, and upper trapezius. Stimu- at the axilla with G1 on the belly of the bi-
lation of the brachial plexus at the supra- ceps and G2 over the tendon. The position
clavicular fossa tends to activate many of the arm depends on the type of me-
muscles simultaneously. In contrast, stim- chanical board available. A handlebar at-
ulation of the accessory nerve selectively tached under a solid table can serve as an
excites the trapezius without contamina- excellent restraint. The patient, upright in
tion from other muscles.59,87 Studies of the a chair, holds on to the handle from below
lower limb pose greater technical difficulty, with the arm flexed approximately 45 de-
yielding a wider67normal range compared to grees in the adducted and supinated posi-
the upper limb. Wise choice of the nerve tion. Pulling up against the handlebar with
and muscle based on distribution of weak- flexion at the elbow exercises the muscle.
ness increases test sensitivity.
DELTOID
Upper Limb and Shoulder Girdle The brachial plexus is stimulated at Erb's
point with GI on the belly of the muscle
HYPOTHENAR MUSCLES and G2 on the acromion. The patient sits
The ulnar nerve is stimulated at the wrist upright with the arm adducted, flexed at
with G1 placed over the belly of abductor the elbow, and internally rotated to place
digiti quinti and G2 on the tendon. Bind- the hand in front of abdomen for self-
ing the four fingers together with a ban- restraint by the opposite hand, and exer-
dage or Velcro strap prevents interference cises by abducting the arm against his
from movement. The use of a restraining own resistance. Weak or uncooperative
metal bar also helps hold the hand flat, patients do better with a Velcro strap ap-
palm down, on the examining table. The plied firmly against the trunk holding the
patient exercises by abducting the fifth arm adducted at the side.
digit against the restraint.
TRAPEZIUS
with myasthenia gravis who have less the next stimulus. Most patients tolerate
than maximal initial responses also show a train at faster rates poorly. Moreover,
the same phenomenon. continuous muscle contraction alters the
geometry of the volume conductor, which
in turn affects the waveform of the suc-
Long Interstimulus Intervals cessive responses.
Random or irregular variations in am-
Two EPPs no longer summate at inter- plitude or waveform suggest artifacts. Oc-
stimulus intervals exceeding 15 ms. Po- casionally, inadvertent movement may
tentiation of the second response here cause smooth, reproducible changes er-
represents true facilitation, resulting from roneously suggesting abnormality of neu-
an increased number of quanta liberated romuscular transmission. Even when the
by the second stimulus. Despite the re- amplitude measures show a deceptive
lease of a greater amount of acetylcholine change, careful evaluation of the wave-
(ACh), the second muscle potential nor- form and close visual inspection of the
mally shows no increment from the al- contracting muscle usually disclose the
ready maximal first response. Most pa- source of artifacts. Most modem equip-
tients with myasthenia gravis or botulism ment automatically calculates the per-
also have minimal change at this inter- centage reduction for the smallest of the
stimulus range. In contrast, patients with initial five to seven responses, compared
myasthenic syndrome show an increment with the first in the same train. Accepting
at interstimulus intervals ranging from 15 the computed results without verification
to 100 ms as one of the most character- of the waveform may lead to an erroneous
istic electrophysiologic features. conclusion. In normal muscles, decre-
The decremental response in myasthe- ment at stimulation of 2-3 Hz, if present,
nia gravis begins at intervals of about 20 does not exceed 5-8 percent.91 In fact, an
ms but becomes more definite at intervals optimal train comprises practically iden-
between 100 and 700 ms. The response tical responses from the first to the last.
reaches the trough at an interstimulus in- Thus, the presence of any reproducible
terval of about 300-500 ms (see Fig. 9-6). decrement should raise suspicion in a
At shorter intervals, concomitant facilita- tracing free of any technical problems.
tion attributable to the electrosecretory
mechanism obscures the depression. The
response slowly returns to the baseline in Myasthenia Gravis
about 10 s. The results of paired stimuli
predict that a train of stimuli produces the In myasthenia gravis, the amplitude drops
maximal decrement at the rate of 2-3 Hz.25 maximally between the first and second re-
sponses of a train, followed by a further but
lesser decline up to the fourth or fifth po-
5 DECREMENTAL RESPONSE tential (Fig. 10-4). Subsequent responses
in the series then level off or, more typi-
AT SLOW RATES OF
STIMULATION cally, reverse the course by regaining some
of the lost amplitude. Occasionally, the re-
covery may even exceed the original value
Normal Muscles by 10-20 percent, especially after several
seconds of repetitive stimulation. More
Repetitive stimulation at a rate of 1-5 Hz characteristically, continued stimulation
depletes the immediately available acetyl- induces a long, 42slow decline after a tran-
choline (ACh) store, without superim- sient increment. To avoid a false-positive
posed facilitation from neurosecretory result, most electromyographers use a con-
mechanisms (see Fig. 9-8). At slow rates servative criterion of abnormality: A re-
of stimulation, movement-related artifacts prducible decrement of 10 percent or more
are minimal because the muscle returns between the first response and the small-
close to its original relaxed position before est of the next four to six responses.40 In
Figure 10-4. Thenar muscle potentials elicited by a train of stimuli of three per second to the median nerve
before and after 1 minute of exercise in a patient with generalized myasthenia gravis. Amplitude compari-
son between the first and fifth responses revealed a decrement of 25 percent at rest, 12 percent immedi-
ately after exercise, and 50 percent 4 minutes later.
Figure 10-5. A 25-year-old woman with double vision of 11/2 months duration. A train of shocks of one,
two, and three per second to the median nerve revealed no detectable abnormalities in the abductor polli-
cis brevis. Stimulation of the facial nerve elicited decrementing responses in the nasalis. Note greater change
within the train as the rate of stimulation increased from one to three per second. [From Kimura,46 with
permission.]
264
Techniques of Repetitive Stimulation 265
addition to the changes in amplitude, the conditions with reduced margins of safety.
latency may progressively increase in some These include the Lambert-Eaton myas-
myasthenic muscles. In equivocal cases, thenic syndrome (Figs. 10-6 and 10-7),
sampling several muscles improves the congenital myasthenic syndromes, botu-
chance of documenting localized myas- lism, multiple sclerosis,4,30,45,66 motor
thenic weakness. In particular, a negative neuron disease, and regenerating nerve.33
result in the distal limb muscles by no A partially curarized muscle will develop
means precludes electrical abnormalities a similar decrement to a train of stimuli.
detectable in the proximal or facial mus- In the patient with the myasthenic syn-
culature (Fig. 10-5). drome or botulism, single stimuli typically
The administration of edrophonium (Ten- elicit very small muscle action potentials.
silon) or neostigmine (Prostigmin) helps fur- A decremental tendency with a slow rate
ther delineate the characteristics of defec- of repetitive stimulation, though present
tive neuromuscular transmission. These in most cases, does not constitute an es-
agents potentiate the action of ACh by sential feature of these disorders, charac-
blocking acetylcholinesterase (AChE) in pa- terized by defective release of ACh.
tients with postjunctional abnormalities. In depolarizing block seen in slow-chan-
Therefore, a partial or complete reversal of nel congenital myasthenic syndrome or
the decrement by anticholinesterase agents end-plate AChE deficiency syndrome, as in
tends to confirm the diagnosis of myasthe- organophosphate poisoning,5,7 markedly
nia gravis. prolonged end-plate potential remains ex-
citatory beyond the refractory period of
neuromuscular junction. Thus, single
Other Neuromuscular Disorders stimuli of the motor nerve typically elicit
more than one compound muscle action
A train of stimuli at a slow rate causes potential, an initial main response fol-
decrementing responses not only in myas- lowed by one or more smaller recurrent
thenia gravis but also in a number of other responses, which appear at 3-7 ms inter-
267
Figure 10-9. A 25-year-old woman with organophosphate intoxication after attempting suicide by ingestion
of phenitrothion. Severe cholinergic crisis resulted in a respiratory failure necessitating mechanical ventila-
tion for 70 hours. The patient remained comatose for a week, followed by gradual improvement; she returned
to normal in 17 days. A: On day 2 (a) single shocks of the median nerve elicited three compound muscle
action potentials, M1, M2 (underline), and M3 in the thenar muscle, and (b) a train of stimuli at 20 Hz showed
a decrement of M1 and M2 followed by an increment of M1 with absent M2 and M3. B: On day 5 (c) the same
train resulted in complete abolition of all responses after the third train of stimuli, and (d) administration
of acetylcholine receptor antagonist, pancuronium, in low dosage (1000 mg) repaired the deficit completely,
as expected in depolarization block. [Courtesy of Nobuo Kohara, M.D., Department of Neurology, Kyoto Uni-
versity School of Medicine.]
268
Techniques of Repetitive Stimulation 269
Figure 10-10. Relationship between clinical estimate of weakness and the amplitude of muscle action po-
tential in patients with myasthenia gravis and myasthenic syndrome. The histogram plots the amplitude of
the hypothenar muscle potential elicited by single maximal stimuli to the ulnar nerve. The scale on the ab-
scissa denotes normal strength (0), 75 percent (1), 50 percent (2), 25 percent (3), and complete paralysis (4).
[From Lambert, Rooke and Eaton,55 with permission.]
270 Assessment of Neuromuscular Transmission
Figure 10-11. Muscle action potentials to a train of stimulation applied to the motor nerve at 50 per sec-
ond in a patient with botulism. Note incremental responses when the patient received a 7 mg/kg daily dose
of guanidine (A) and electrophysiologic15recovery after the dosage was increased to 35 mg/kg (B). Vertical
calibration is 2 mV. [From Cherington, with permission.]
range, resemble those found in the myas- stimulation at a rapid rate adds diagnos-
thenic syndrome.62,89 Tetanic and postte- tic information in the evaluation of infan-
tanic facilitation, the most characteristic tile botulism. Otherwise, clinical yields
abnormality of infantile botulism, persists seldom justify subjecting the patient to
for a number of minutes.20,31,84 this painful procedure. Further, sustained
muscle contraction causes excessive
movement artifacts that often interfere
Other Neuromuscular Disorders with accurate assessments of the wave-
form. As a research tool, a long train helps
An incremental response, though charac- elucidate the time course of the mechan-
teristic of the myasthenic syndrome and ical force of contraction. The force of mus-
botulism, by no means excludes other dis- cle twitch increases during prolonged
orders of the neuromuscular junction (see stimulation in healthy subjects, but not
Chapter 27-6). Patients with myasthenia in patients with myasthenia gravis. This
gravis not infrequently show such a pat- phenomenon, called a positive staircase,
tern, either during a progressive phase has no diagnostic specificity as a clinical
of the disease or during steroid ther- test.27,91 Whatever the purpose, clinicians
apy.21,63,88 In contrast to the marked po- must resort to a train of rapid stimulation
tentiation in the myasthenic syndrome, judiciously to avoid inflicting unnecessary
however, changes rarely exceed the initial discomfort.
value by more than 40 percent at the end Tetany develops after electrical stimula-
of 1 minute. Other disorders associated tion of a 20-30 s train at 50 Hz or a con-
with depressed neuromuscular transmis- tinuous run for a few minutes at 3 Hz.
sion and incremental tendency by a train Most subjects tolerate these procedures
of stimuli include antibiotic toxicity,7194
poorly. Fortunately, voluntary muscle
hypocalcemia, hypermagnesemiam,11,
44
contraction accomplishes the same effect,
and snake venom poisoning. Again, a discharging motor fibers up to 50 Hz dur-
limited degree of potentiation seen in ing maximal effort. A typical postactiva-
these conditions stands in sharp contrast tion cycle after voluntary or involuntary
to the multifold increase characteristic of tetanic contraction consists of two
the myasthenic syndrome. phases: Posttetanic potentiation,42 lasting
for about252 minutes, and posttetanic ex-
haustion, lasting up to 15 minutes.
7 EFFECT OF TETANIC
CONTRACTION
Posttetanic Potentiation
Use of Prolonged Stimulation Tetanic contraction not only causes cal-
cium (Ca2+) to accumulate inside the axon
A short train of several shocks at a slow but also mobilizes acetylcholine (ACh)
rate suffices for routine evaluation of vescicles from the main store. Subsequent
neuromuscular transmission. Prolonged nerve stimulation gives rise to a larger
Techniques of Repetitive Stimulation 271
each train, repairing the deficit caused by ited neuromuscular reserves,47 however,
the slow rate of stimulation (see Fig. the amplitude of the compound muscle
10-4). Thus, the characteristic decrement action potential progressively declines at
seen within a train in myasthenia gravis high rates of stimulation.
tends to normalize immediately after the In myasthenia gravis, neuromuscular
tetanic stimulation. block worsens during posttetanic exhaus-
tion, indicating a reduced margin of
safety. Some patients showing an equivo-
Posttetanic Exhaustion cal decrement at rest may develop a def-
inite abnormality after exercise (see Fig.
Decreased excitability of the neuromus- 10-4). In the myasthenic syndrome, a re-
cular junction follows a transient poten- duced EPP after exercise results in fur-
tiation in 2-4 minutes after exercise. The ther diminution of the originally small
underlying physiologic mechanism for compound muscle action potential (see
this phenomenon probably relates to the Figs. 10-12 and 10-13). Thus, the use of
depletion of the immediately available exercise increases the sensitivity of the
store of ACh during prolonged contrac- nerve-stimulation technique as a test of
tion, despite an increased rate of ACh mo- neuromuscular transmission. In the eval-
bilization. In normal subjects with a large uation of posttetanic exhaustion, a 1
margin of safety, the reduced amount of minute period of voluntary contraction re-
ACh released during posttetanic exhaus- sults in optimal depletion of the ACh
tion will still generate an adequate EPP in store. In contrast, a shorter exercise, for
each individual muscle fiber. In prema- a period ranging from 10 to 15 seconds,
ture infants and some newborns with lim- suffices for assessment of the posttetanic
Techniques of Repetitive Stimulation 273
Figure 10-14. A 63-year-old woman with proximal weakness of all four extremities since October 1982.
Thenar muscle potentials were elicited by stimuli applied to the median nerve at the wrist at three per sec-
ond before and after 15 s of exercise. Notice the gradual reduction in the magnitude of posttetantic poten-
tiation from 1983 through 1987. In the last study, the exercise induced only an incrementing tendency within
the train, rather than the absolute increase in amplitude considered mandatory for the diagnosis of myas-
thenic syndrome. [From Kimura,46 with permission.]
potentiation to avoid excessive depletion silent muscle contracture develops after ex-
of ACh, which would mask the expected ercise (see Fig. 12-3). With rapid repetitive
change. stimulation of a motor nerve, the amplitude
of the compound muscle action potential
progressively declines, eventually leading to
8 CHANGES IN MYOGENIC the development of contracture.10,75 Low-
DISORDERS rate nerve stimulation during regional is-
chemia also gives rise to abnormal reduc-
tion of muscle response in patients with
A train of stimuli causes an apparent muscle glycogenoses as compared with
decrement of the compound muscle ac- control subjects.57
tion potentials in a number of myogenic
disorders, such as McArdle's disease, my-
otonia, pararnyotonia congenita, and pe-
riodic paralysis, but not in proximal my- Myotonia
otonic myopathy (see Chapter 27-6).93
In myotonic muscles, repetitive nerve stim-
ulation produces commonly but not invari-
Muscle Glycogenosis ably decrementing responses.2,12,28,53,68
Unlike the responses in myasthenia gravis,
In McArdle's disease and other disorders of a train fails to show a repair, or leveling
muscle glycogenesis, painful, electrically off, after the fourth or fifth stimulus. In-
274 Assessment of Neuromuscular Transmission
stead, progressive decline continues for than the neuromuscular junction.12 Di-
the initial few seconds followed by grad- rect stimulation of single muscle fibers at
ual recovery during subsequent stimula- 10-20 Hz gives rise to a progressive de-
tion for many seconds. In general, the cline of single muscle fiber action poten-
higher the rate of stimulation, the greater tial associated with either increasing or
the change in amplitude and the shorter decreasing propagation velocity.50,65,97
the latent periods. The presence of clini- Intracellular recording of a myotonic dis-
cal weakness also favors the possibility of charge also shows a progressive decline in
finding prominent electrical decrement. amplitude.77 Myotonic bursts may render
The change occurs at a lower stimulation some of the muscle fibers refractory to
frequency in myotonia congenita than in subsequent stimuli. In contrast to mus-
myotonia dystrophica. cles in myasthenia gravis, myotonic mus-
The decremental changes in myotonia cles show neither posttetanic potentiation
may result from prolonged afterdepolariza- nor exhaustion. Indeed, the amplitude of
tion, induced by accumulation of potas- the muscle response is less than the base-
sium (K+) in the transverse tubules.1 Di- line value immediately after exercise. The
rect stimulation of the muscle evokes decremental tendency also worsens after
decreasing response, suggesting an ex- exercise, gradually restoring the resting
citability change of the muscle, rather value in about two to three minutes.
Figure 1O-15. A 27-year-old woman with a 10-year history of hyperkalemic periodic paralysis occurring two
or three times a year. Stimulation of the ulnar nerve at the wrist elicited a normal compound muscle action
potential (CMAP) of the abductor digiti minimi (9.7 mV). After a 5 minute exercise alternating 20 S maximal
contraction and 3 S rest, CMAP initially increased in amplitude, peaking at 30 s post-exercise (13.5 mV); it
then declined progressively throughout the test to a value below the baseline, reaching a trough at 40 min-
utes (4.7 mV). Repetitive stimulation of the median or facial nerve at 3 Hz revealed no change in CMAP am-
plitude of the target muscle. [Courtesy of Mark Ross, M.D., Department of Neurology, University of Ken-
tucky.]
Techniques of Repetitive Stimulation 275
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278 Assessment of Neuromuscular Transmission
1. INTRODUCTION
2. PROVOCATIVE TECHNIQUES
Ischemic Test
Regional Curare Test
3. ELECTROMYOGRAPHY
Varying Motor Unit Potentials
Jitter and Blocking
4. OTHER TECHNIQUES
Miniature End-Plate Potentials
Tonography
Stapedius Reflex
Tests for Oculomotor Function
with myasthenia gravis.13,14 As a part of series of 600 patients, the repetitive stim-
the clinical evaluation, pulmonary func- ulation at the wrist and shoulder11verified
tion tests provide useful objective criteria the diagnosis in 320 (53 percent). In the
in documenting neuromuscular fatigue.9 remaining 280 patients, the regional cu-
rare test revealed abnormality in 72 (26
percent), including 52 (74 percent) of 70
2 PROVOCATIVE TECHNIQUES patients with definite generalized myas-
thenia gravis, 13 (10 percent) of 136 pa-
tients with possible generalized myasthe-
Ischemic Test nia gravis, and 7 (14 percent) of 49 with
ocular myasthenia.
A double-step test may increase the diag- The concentration of curare that reaches
nostic sensitivity of nerve stimulation the muscle depends on diffusion through
techniques in some patients with mild, the volume of tissue, which probably varies
generalized, or ocular myasthenia from one case to the next. Thus, titrated
gravis.3,5 The first step consists of con- dosages of curare do not always differen-
tinuous supramaximal stimulation of the tiate normal and pathologic responses.10
ulnar nerve at 3 Hz for 4 minutes and Studies have revealed undue sensitivity to
recording the compound muscle action 23
curare not only in myasthenia gravis18 but
potential from the ulnar-innervated in- also in amyotrophic lateral sclerosis and
trinsic hand muscles or the flexor carpi muscular weakness after administra-
ulnaris in the forearm. Thereafter, a train tion of antibiotics.21 Therefore, an abnor-
of 3 Hz stimulation for several shocks at mal regional curare test indicates a defect
30 s intervals determines the amount of in neuromuscular transmission but not
decrement within each three-per-second necessarily myasthenia gravis. These un-
trial. In cases of a negative or equivocal certainties notwithstanding, the regional
result, the second step consists of the curare test, as a measure of last resort,
same procedure under ischemia induced supplements conventional nerve stimula-
by a cuff inflated above arterial pressure tion techniques in difficult cases. Patients
proximal to the stimulation site. with established myasthenia gravis should
The double-step test has helped eluci- not undergo the procedure, to avoid the
date different degrees of myasthenic in- possible risk.
volvement in the same patient. How much
additional help this procedure provides in
the early diagnosis of myasthenia gravis 3 ELECTROMYOGRAPHY
remains unclear.19
In normal muscles, a motor unit firing
Regional Curare Test repetitively under voluntary control gives
rise to identical potentials in waveform
The amount of acetylcholine (ACh) re- and amplitude every time it discharges, as
leased with each nerve impulse normally long as the needle electrode remains in
produces an end-plate potential (EPP) that the same location relative to the genera-
substantially exceeds the critical level for tor source. This does not hold in myas-
excitation of all the muscle fibers. This thenic muscles, because nerve impulses
margin of safety protects the neuromus- may not always depolarize all the individ-
cular transmission with a latent deficit, ual muscle fibers to the critical level, as
rendering clinical and electrophysiologic the result of a reduced margin of safety.
evaluation difficult. Curare causes a non- Intermittent failure of some muscle fibers
depolarizing block by competing with ACh innervated by the same axon in response
for the end-plate receptors. Its adminis- to successive nerve impulse causes am-
tration, therefore, reduces or eliminates plitude variability of the recurring motor
the functional reserve and elucidates the unit potentials. Blocking at the neuro-
defect of neuromuscular transmission muscular junction also explains dimin-
that otherwise escapes detection.7,8 In one ished mean amplitude and duration of
Activation Procedures and Other Methods 281
motor unit potentials in myasthenic The end plate potential (EPP) generated
muscles. by voluntary contraction normally
reaches the threshold in all muscle fibers.
If the EPP falls short of this critical level
Varying Motor Unit Potentials at some neuromuscular junction, those
muscle fibers fail to discharge. This block-
Electromyography can assess the stabil- ing affecting only some fibers of a motor
ity of isolated motor unit potentials by unit reduces the size of the motor unit po-
slowly advancing or retracting the needle tential on standard needle recordings. If
for optimal display of the repetitive dis- an EPP barely reaches the necessary level,
charges. During minimal contraction of its rate of rise falls below the normal
the muscle, the amplitude variability of an range, delaying, rather than blocking, the
isolated potential, heard over the loud- action potential. This abnormality escapes
speaker, alerts the examiner to search detection in conventional electromyogra-
for unstable motor unit discharges. This phy because, unlike blocking, delayed dis-
method does not necessarily provide ac- charge of muscle fibers alters the motor
curate quantitative assessment of neu- unit potential very little.
romuscular transmission. The needle ex- On single-fiber recording of a pair of po-
amination, applicable to any muscles, in- tentials, an intermittent delay of the action
cluding those not tested by the stimula- potential in either fiber increases the jitter
tion technique, has the added advantage or the variability of interpotential interval.
of not requiring muscle immobilization. This finding, as the first sign of neuro-
For example, electromyography helps es- muscular instability, precedes blocking of
tablish the diagnosis of ocular myasthe- transmission. Thus, increased jitter her-
nia (see Chapter 15-3). alds variation of motor unit potentials or
The administration of anticholinester- decrementing response to repetitive stim-
ase reverses the abnormalities of motor ulation of the nerve. The practice of sin-
unit potentials in patients with myasthe- gle-fiber electromyography has added a
nia gravis. Thus, the injection of edro- new dimension to the assessment of neu-
phonium (Tensilon) increases motor unit romuscular transmission, although it re-
potentials recorded in the extensor digi- quires additional training. Most commer-
torum communis by 30-130 percent in cially available instruments have the
amplitude and 10-25 percent in dura- capability of computerizing the method,
tion.20 In patients with ocular myasthe- which surpasses the manual calculation
nia gravis, a progressive decrease in am- of the recorded responses.
plitude and frequency during a prolonged
period of voluntary contraction partially
reverses after intravenous administration 4 OTHER TECHNIQUES
of edrophonium.24
Minature End-Plate Potentials
Jitter and Blocking
Microelectrode recordings from single in-
The single-fiber recording has proven use- tercostal muscles provide the only means
ful in early detection of neuromuscular of measuring the size of minature end-
disturbances as an important adjunct plate potentials (MEPP) and the number
technique 27
in the evaluation of myasthe- of the acetylcholine (ACh) quanta released
nia gravis. -28 As described in detail later per volley of nerve impulses. These deter-
(see Chapter 16-5) the method consists of minations in turn can precisely charac-
recording a pair of single-fiber potentials terize the abnormality of neuromuscular
simultaneously and measuring fluctua- transmission. The method helps elucidate
tion of the neuromuscular transmission the specific pathophysiology underlying
by the stability of the interpeak intervals. the deficits in production or mobilization
Either blocking or increased jitter char- of ACh. It also measures the sensitivity of
acterizes neuromuscular disturbances. the motor end plate by quantitative as-
282 Assessment of Neuromuscular Transmission
sessment. This method, which depends on tion. This contraction in turn dampens
intercostal muscle biopsy, lies beyond the the acoustic sensitivity of the middle ear
scope of routine clinical tests. In selected and prevents hyperacusis. Thus, imped-
cases that pose a diagnostic challenge, ance audiometry can measure the func-
however, it helps differentiate myasthenia tion of the stapedius muscle. In normal
gravis, the myasthenic syndrome, and subjects, a sound stimulus 70-100 dB
other disorders involving the neuromuscu- above the hearing threshold elicits the
lar junction. A spectral analysis of endplate stapedius reflex. It shows no decay dur-
noise recorded by a conventional monopo- ing sustained contraction for up to 1
lar needle may help evaluate ACh receptor minute with stimulus frequencies of
ion channel kinetics, but its clinical value 250-1000 Hz.
waits further clarification.15 In patients with myasthenia gravis,
weakened stapedius muscles enhance
transmission of sound in the 1-4 kHz
Tonography range, resulting in hyperacusis. Here,
only high-intensity sound can induce the
Other techniques not ordinarily used in acoustic reflex.17 In addition, reflex con-
an electromyographic laboratory include traction of the stapedius muscle shows a
edrophonium (Tensilon) tonography. The rapid decrement, analogous to the similar
intraocular pressure results in part from response of the limb muscles to repetitive
contraction of the extraocular muscles. electrical stimulation of the nerve.1 The
Thus, measurements of the pressure with administration of edrophonium enhances
an electronic tonometer reveal the effect the acoustic reflex, diminishes hyper-
of anticholinesterase on ocular motility. acusis, and improves the decay of the
Some investigators advocate simultane- stapedius reflex in response to repetitive
ous recording of muscle action potentials sound stimulation. In some patients with
with needle electrodes placed in the ex- myasthenia gravis, testing the stapedius
traocular muscles. reflex may reveal 29the only electrophysio-
In normal subjects, intraocular pres- logic abnormality. In one study, stape-
sure may fall, on average, 1.6-1.8 mm Hg dial reflex showed clear abnormalities in
over a 1 minute period after an intra- 84 percent of the patients with myasthe-
venous injection of edrophonium up to 10 nia gravis as compared with 56 percent
mg.4 Patients with decreased extraocular by repetitive stimulation and 91 12percent
tone, as in ocular myasthenia, have low by single-fiber electromyography.
intraocular pressures. The administration
of edrophonium produces changes in
tonography coincident with a moderate in- Tests for Oculomotor Function
crease in electrical activity in the ex-
traocular muscles. A sudden increase in Electronystagmography provides quanti-
extraocular muscle tone alters intraocu- tative measurements of amplitude, veloc-
lar pressure by a mean of 1.6 mm Hg ity, and frequency of optokinetic nystag-
within 35 s of injection. This phenomenon mus to document fatigue of extraocular
does not necessarily imply ocular myas- muscles. In patients with ocular myas-
thenia, being also seen, for example, in thenia, edrophonium induces an increase
ocular myositis without other features of in previously reduced oculomotor func-
myasthenia gravis.30 Intraocular pressure tion.2 In one series, electrooculography re-
may also rise with the Valsalva maneu- vealed neuromuscular fatigue in 50 per-
ver. In this case, a control injection of cent of myasthenic patients.4 The infrared
saline can identify a false-positive result. reflection technique improves the sensi-
tivity of the test with the use of numeric
criteria in grading neuropharmacologic ef-
Stapedius Reflex fects on oculomotor fatigue.25 For exam-
ple, velocity of saccade measured by this
The stapedius muscles contract bilaterally means increases after administration of
in response to unilateral sound stimula- edrophonium.16 The Lancaster red-green
Activation Procedures and Other Methods 283
1. INTRODUCTION
2. FUNCTIONAL ANATOMY
Gross Anatomy of Muscle
Excitability and Conductivity
Myofibrils and Myofilaments
Mechanism of Contraction
3. TYPES OF MUSCLE FIBERS
Type I and Type II Fibers
Fast and Slow Twitch Fibers
Fast and Slow Muscles
Effect of Muscle Injury, Denervation, and Innervation
4. STRETCH-SENSITIVE RECEPTORS
Anatomy of Muscle Spindles
Function of Muscle Spindles
Golgi Tendon Organ
5. ANATOMY OF THE MOTOR UNIT
Innervation Ratio
Distribution of Muscle Fibers
6. PHYSIOLOGY OF THE MOTOR UNIT
Animal Experiments
Recruitment
Twitch Characteristics
Rate Coding
Figure 12-2. Fine structure of the thin actin filament with actin molecules attached to globe-shaped tro-
ponin and rod-shaped tropomyosin in an orderly arrangement. [From Ebashi, Endo, and Ohtsuki,52 with
permission.]
allowing the globular heads of myosin to does not occur, presumably because of an
gain access to the actin molecules. insufficient amount of ATP. Failure of re-
Myosin-actin cross-bridges pull the actin laxation results in persistent shortening
filaments past the myosin filaments. The of the muscle in the absence of ongoing
tension develops in proportion to the num- muscle action potentials. This condition,
ber of cross-bridges formed by this chem- called contracture, typically develops
ical interaction. The dissociation of actin when patients exercise under ischemic
and myosin by adenosine triphosphate conditions (Fig. 12-3). In porcine malig-
(ATP) shears old bridges to allow further nant hyperthermia, a mutation of the cal-
sliding with new bridges. cium channel in the skeletal muscle sar-
Without a sustained muscle action po- coplasmic reticulum causes excessive
tential, ATP-dependent active transport release of calcium into the myoplasm,
sequesters calcium into the sarcoplasmic leading to contracture.156
reticulum. The removal of calcium from Although the degree of muscle contrac-
troponin allows tropomyosin to return to tion determines strength and endurance,
the resting position, and the muscle re- the amount of force generated serves only
laxes. Muscle contractility depends in partially as an index of motor skill. Func-
part on extracellular calcium concentra- tional alteration, for example, occurs with
tion.103,104 In McArdle disease, character- sarcopenia or loss of lean tissue with ag-
ized by deficiency of muscle phosphory- ing, and its metabolic and physiologic
lase, this initial step of muscle relaxation consequences.51 ,154
Figure 12-3. Contracture during ischemic exercise in a 66-year-old man with McArdle disease. With an in-
flated pressure tourniquet placed around the arm and a concentric needle electrode inserted into the flexor
digitorum profundus, the patient exercised the forearm flexors. Contracture began 45 seconds after the start
of ischemic exercise (arrow in A), and persisted (B). Electrical activity returned 15 minutes after the release
of the cuff (arrow in C). [Courtesy of E. Peter Bosch, M.D., Mayo Clinic, Scottsdale.]
Anatomy and Physiology of the Skeletal Muscle 291
3 TYPES OF MUSCLE FIBERS IIA, IIB, and IIC, emerge according to their
ATPase reactions (Table 12-1) after prein-
cubation at different pH values.17,18,56
The subdivision of muscle fibers depends Type IIC fibers constitute fetal precursor
on their histologic and physiologic pro- cells, rarely seen in adult muscles.
files. Important determining factors in- The myosine ATPase content dictates
clude enzymatic properties demonstrated the speed of contraction,6 which forms the
by histochemical reactions; rate of rise in basis for the physiologic subdivision of
twitch tension, regulating the speed of muscle fibers. Thus, in general, physio-
contraction; degree of fatigability; and the logic data correlate the slow twitch fibers
nature of motor innervation. 16° Table to histochemical 36,94
type I, and fast twitch
12-1 summarizes the commonly used fibers to type II, though exceptions
classification of muscle fibers into type I abound. For example, histochemically
and type II according to histochemical re- mixed extensor digitorum longus of the rat
actions;18,50,56 slow (S), fast resistant contains only fast fibers;41 slow soleus
(FR), and fast fatiguing (FF), based on muscle of eels shows greater myosin
twitch and fatigue characteristics;35 or ATPase activity than fast gastrocnemius
slow oxidative (SO), fast oxidative gly- muscle. Therefore, the intensity of histo-
colytic (FOG), and fast glycolytic (FG), by chemical ATPase reaction cannot serve as
twitch and enzymatic properties.141 the sole criterion in distinguishing fast
and slow twitch fibers.37
The growth of muscle cross-sectional
Type I and Type II Fibers area from childhood to adult age reflects
an increase in mean fiber size from 10-12
Histochemical reactions (Fig. 12-4) reveal fjLW. shortly after birth to 40-60 um at age
two types of human muscle fibers. Type I 15-20 years.137 Accompanying functional
fibers react strongly to oxidative enzymes development includes a change of the
such as nicotinamide adenine dinucleotide fiber population with an increase of type
dehydrogenase (NADH) and reduced di- 2 fibers from about 35 percent at the age
phosphopyridine nucleotide (DPNH) and of 5, to 50 percent at the age of 20, most
weakly to both phosphorylase and my- likely by a transformation of type 1 to type
ofibrillar adenosine triphosphatase (AT- 2 fibers.95 Aging atrophy or sarcopenia be-
Pase). Type II fibers show the reverse re- gins around age 25 and then acceler-
activity.50 Three subtypes of type II fibers, ates,51,96,154 mainly reflecting a loss of
Figure 12-4. Cross-section of a normal skeletal muscle stained with adenosine triphosphatase (ATPase) at
pH 9.4 in A, and with nicotinamlde adenine dinucleotide dehydrogenase (NADH) in B. The darker fibers rep-
resent type II in A and type I in B. [Courtesy of Linda Ansbacher, M.D., and Michael N. Hart, M.D., De-
partment of Pathology, University of Iowa Hospitals and Clinics.]
fibers of all types, and to a lesser extent, action potential, higher maximum rates of
reduction in fiber size mostly of type 2 depolarization and repolarization, and a
fibers. more variable shape of the repolarization
phase.188 The slow twitch fibers have
higher antioxidative capacity than the fast
Fast and Slow Twitch Fibers twitch fibers.83 The production of lipid
peroxides parallels the exercise-induced
Muscle fibers differ in their contraction increase of oxygen uptake in the muscle,
time, force-velocity curves, and rates of showing higher values in more oxidative
decay.141 Slow fibers (S) with high oxida- and better perfused, oxygen-consuming
tive properties (SO) resist fatigue. Fast re- muscle fibers.93
sistant (FR) fibers with high oxidative and
glycolytic properties (FOG) also resist fa-
tigue, whereas the fast fatigue (FF) fibers Fast and Slow Muscles
with high glycolytic activity35but low ox-
idative enzyme (FG) do not. These find- In animals, most muscles consist mainly
ings suggest that glycolytic capacity gen- of one muscle fiber type. Slow muscles ap-
erally relates to twitch characteristics, pear deeper red in color, reflecting a
and oxidative capability dictates fatigabil- higher myoglobin content, whereas fast
ity. Intracellular recordings have shown muscles tend to show a whitish hue.
that compared with slow fibers, fast gly- Functionally, slow muscles have a tonic
colytic fibers have greater resting mem- postural role, like that of the soleus in the
brane potential, a larger amplitude of the cat, whereas fast muscles provide willed
Anatomy and Physiology of the Skeletal Muscle 293
phasic movements, like those of the wing fected muscles.167 The finding suggests
muscles of a chicken. This distinction, that denervation during infancy impairs
however, blurs in humans because most normal development of muscle contractile
human limb muscles consist of slow and properties. In patients with chronic neu-
fast twitch motor units in various combi- romuscular diseases, normal muscle fiber
nations.30 For example, the slow fibers histochemistry persists as long as motor
with contraction times longer than 60 ms neuron differentiation remains. In pa-
constitute a majority in triceps surae, one tients with long-term spastic hemiplegia,
half in tibialis anterior, one third in bi- some motor units show greater fatigabil-
ceps brachii, and a small percentage in ity and longer twitch contraction times
triceps brachii.27 Slow oxidative fibers oc- than normal. Thus, the dynamic proper-
cupy 38 and 44 percent of superficial and ties of the muscle seem to change even in
deep areas in the vastus lateralis and 47 upper motor neuron lesions.198
and 61 percent in the vastus medialis.84 Alterations in histochemical properties
Further, fibers of the same types do not may reflect the firing pattern and axonal
necessarily share the same contractile conduction velocity of the motor neu-
speed in different muscles.147 rons.12 Athletes engaged in endurance
training have a greater number of slow
fibers,63 whereas weight lifters have more
Effect of Muscle Injury, fast fibers.176 Exercise training alone,
Denervation, and Innervation however, induces little change in basic
muscle contractility in humans.3,63,176
Focal injury to a long multinucleated Hence, motor neuron activity does not
muscle fiber could destroy it totally un- suffice in itself to alter the distribution of
less repair takes place immediately at the fast and slow fibers in a muscle. The find-
site of the lesion, sealing the remainder of ings in favor of additional neurotrophic in-
its length. The satellite cell-derived my- fluences66 include effects of neurons on
oblasts fuse with the injured muscle fiber muscle in tissue cultures199 and the in-
to undertake such localized repair9,159 verse relationship of nerve length on the
without affecting the major gene expres- time interval before the development of
sion in the uninjured parts of the fiber.200 muscle membrane changes after nerve
Transient loss of functional innervation section.38 The hypertrophy with type I
has a permanent effect on the myosin fiber predominance seen in some patients
composition.81 After denervation, the pat- with neuromyotonia may represent con-
tern of phosphorylation in fast muscle version of type II fibers based on similar
changes to resemble that of slow muscle, physiologic mechanisms as described in
a finding consistent with denervation-in- animal models.67,185 Reactive hypertro-
duced changes observed using other phe- phy of the masticatory muscle, induced
notypic markers.118,131,184 Denervation by increased workload, also accompanies
usually causes irreversible muscle atro- progressive type I fiber predominance and
phy unless denervated muscles receive type II fiber atrophy.73
reinnervation promptly.80 In one study, After the transplantation of the nerve
muscles grafted with nerve implants had normally innervating a fast fiber to a slow
a higher mass and generated twice the fiber, the originally slow muscle fiber will
force compared with denervated muscle acquire the properties of a fast muscle
receiving only nerve implants without fiber.31,85,146,197 Such a relationship be-
muscle graft.8 Functional recovery also tween the type of innervation and muscle
depends critically on the duration of den- activity also determines the mechanical
ervation before nerve repair.90 characteristics of contraction in some
The rate of stimulation dictates the con- fibers,28 but not others.190 For example,
tractile characteristics of muscle fibers motor neurons innervating fast twitch
in animals,82,102,142,143,144,145,151,170,187 as muscles have shorter afterhyperpolariza-
well as in humans.39 Brachial plexus tion than those supplying slow twitch mus-
palsy at birth alters isometric contraction cles.54 A study of the effect of cross-inner-
time and half relaxation time of the af- vation in patients with muscle transfer for
294 Electromyography
facial palsies have shown considerably less contracting nonfatiguing ones. Muscle
plasticity than in animal models in the fiber types also correlate with innervation
conversion of slow to fast twitch fibers.74 topography, as shown in the rat serratus
Also, the minimal changes in the spatial anterior muscle.65
distribution of fiber types following self-
reinnervation in adults suggests a limited
degree of conversion of muscle fibers to 4 STRETCH-SENSITIVE
myosin heavy chain phenotype matching RECEPTORS
the motor neuron characteristics.182
Studies using inactivity with and without
cross-reinnervation have shown that elec- Anatomy of Muscle Spindles
trically silent motor neurons can influence
type-related skeletal muscle properties.148 Muscle spindles consist of small special-
Further, activity-dependent fiber-type mod- ized muscle fibers encapsulated by con-
ulation differs substantially among fibers nective tissue. The intrafusal fibers mea-
in a relatively homogeneous muscle.171 sure only 4-10 mm in length and 0.2-0.35
Thus, the driving forces for this regula- mm in diameter, in contrast to the much
tion, though not yet elucidated, probably larger extrafusal fibers of striated mus-
include not only the discharge pattern of cle.57,86 The connective tissue capsule
the motor neuron but also the axoplasmic surrounding the intrafusal fiber joins the
transplantation of trophic substances sarcolemma of the extrafusal fibers at-
from the nerve to the muscle. Many other tached to the origin and insertion of the
factors influence the twitch and other muscle. The muscle spindles lie parallel
characteristics of muscle fibers. In one to the striated muscle fibers. The nuclear
study,20 capsaicin treatment, which se- arrangement in their equatorial region
lectively eliminated fibers belonging to the distinguishes two types of intrafusal
group III and IV muscle afferents,43,192 in- fibers, nuclear bag and nuclear chain (Fig.
duced muscle fiber transformation from 12-5). Both dynamic and static bag fibers
fast contracting fatiguing fibers to slowly expand near their midpoint over a short
Figure 12-5. Simplified diagram of the central region (about 1 mm) of the nuclear bag fiber (top) and nu-
clear chain fiber (bottom) showing two types of motor endings, two types of afferent fibers, and two types of
gamma motor neurons. [From Matthews,111 with permission.]
Anatomy and Physiology of the Skeletal Muscle 295
length of about 100 um by a collection of spinal cord. Although both kinds of mo-
some 50 nuclei. The smaller nuclear chain tor endings can innervate either type of
fibers contain a linear array of nuclei intrafusal fibers, the plate endings tend to
along the center of the fiber. supply preferentially the nuclear bag; the
The afferent and efferent nerves that trail endings, the chain fibers.
supply muscle spindles each have two dif-
ferent kinds of endings: primary (annu-
lospiral) and secondary (flower-spray) Function of Muscle Spindles
sensory endings; and plate (single, dis-
crete) and trail (multiple, diffuse) motor The dynamic afferent fibers respond to the
endings. The primary sensory ending spi- velocity of the actively stretching spindles.
rals around the center of the bag and The static afferent fibers detect a sus-
chain fibers. In contrast, the secondary tained change in the length. The primary
ending terminates more peripherally and ending has both dynamic and static func-
chiefly on nuclear chain fibers. The large- tion, but the secondary ending mainly me-
diameter fast-conducting group IA affer- diates static changes (Fig. 12-6). The dy-
ent nerve fibers from the primary endings namic and static axons of the fusimotor
subserve the monosynaptic stretch reflex. system influence the dynamic and static
In contrast, the secondary ending gives muscle spindles respectively.29,111 The
rise to group II afferent nerve fibers that trail endings mediate static changes,
terminate on the interneurons in the whereas the plate endings primarily con-
Figure 12-6. Responses of primary and secondary endings to a rapidly applied stretch before (top) and af-
ter (bottom) cutting the ventral root. Spontaneous fusimotor discharge maintained a steady intrafusal con-
traction in the decerebrate cat. The primary endings show a greater sensitivity to stretch112than the secondary
endings, but both types respond equally to changes in muscle length. [From Matthews, with permission.]
296 Electromyography
fibers and the number of innervating mo- different histologic fiber types seen in
tor axons. Depending on the type of mus- muscle cross-sections indicates consider-
cle, the ratio ranges from 3:1 in extrinsic able overlap in84 the territories of adjacent
eye muscles, which require fine grada- motor units. Single-fiber electromy-
tions of movement, to 30:1 to 120:1 in ography164,165,166 and 163electrophysiologic
some limb muscles subserving only cross-section analysis have demon-
coarse movement.173 Table 12-3 59 summa- strated the scattering of muscle fibers be-
rizes the results of one study. Table longing to a given motor unit. Indeed, a
12-4 shows the territory of motor units muscle fiber of a single motor unit rarely
estimated histologically42 or electrically.21 makes direct contact with other fibers of
the same unit. In general, motor unit
fibers may be arranged in clusters or sub-
Distribution of Muscle Fibers groups of varying size, rather than dis-
tributed widely throughout the territory of
Muscle fibers of a given motor unit have the unit.10 One study even refutes a ran-
identical histologic characteristics. There- dom arrangement of mammalian muscle
fore, the apparent random distribution of fibers but argues for a more orderly dis-
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306 Electromyography
1. INTRODUCTION
2. PRINCIPLES OF ELECTROMYOGRAPHY
Recording of Muscle Action Potential
Contraindications and Precautions
Recording Techniques
3. INSERTIONAL ACTIVITY
Origin and Characteristics
Clinical Significance
4. END-PLATE ACTIVITIES
End-Plate Noise
End-Plate Spike
5. MOTOR UNIT ACTION POTENTIAL
Motor Unit Profile
Amplitude and Area
Rise Time
Duration
Phases
6. QUANTITATIVE MEASUREMENTS
Methods of Assessment
Selection and Analysis
Automated Methods
Frequency Spectrum
7. DISCHARGE PATTERN OF MOTOR UNITS
Recruitment
Interference Pattern
Measurements of Turns and Amplitude
8. OTHER MEASURES OF MUSCLE FUNCTION
Integrated Electrical Activity and Muscle Force
Collision Technique
Muscle Contraction and Fatigue
Kinesiology and Motor Control
Acoustic Signals
Sonographic Imaging
307
308 Electromyography
Figure 13-1. Schematic view of the motor system with seven anatomic levels. They include (1) upper mo-
tor neuron from the cortex (7) to the spinal cord (II); (2) lower motor neuron with the anterior horn cell (III)
and nerve axon (IV); (3) neuromuscular junction (V); and (4) muscle membrane (VI) and contractile elements
(VII). The insert illustrates diagrammatically four steps of electromyographic examination and normal find-
ings. The cortical representation is adapted from Netter.185
Techniques to Assess Muscle Function 309
female gender. In another survey in a pe- motor unit103 but not for routine elec-
diatric population,116 children's behav- tromyographic studies.
ioral distress during the study showed a
positive correlation with younger age, un-
cooperative attitude with previous painful Contraindications
procedures, negative experiences with and Precautions
medical or dental care and their mothers'
fear and anxiety about the electrical stud- Two possibilities deserve special mention
ies. Children 2-6 years of age117 showed in screening patients for electromyo-
extreme behavioral distress in 35 percent graphic examination: bleeding tendencies
of examinations usually conducted with- and unusual susceptibility to recurrent
out major pain medication (see Chapter systemic infections. Specific inquiry in
22-1). this regard often reveals pertinent infor-
mation that the patient may not volun-
teer. To prevent unnecessary complica-
PRINCIPLES OF tions, the electromyographer should
ELECTROMYOGRAPHY consult with the referring physician to
weigh the diagnostic benefits against the
risks. A patient taking anticoagulants
Recording of Muscle should have appropriate laboratory tests
Action Potential for bleeding tendency prior to a needle
study. With heparin infusion, partial
The electrical properties of the cells (see thromboplastin time should not exceed
Chapter 2-2) form the basis of clinical 11/2 of control value. With warfarin
electromyography. Extracellular recording (Coumadin) therapy, patients should have
of the muscle action potential through the an international rating (INR) less than 2.0.
volume conductor reveals an initially pos- The same precautions should apply to
itive triphasic waveform as the impulse those with 214 other coagulopathy, such as
approaches, reaches, and leaves the ac- hemophilia. For thrombocytopenia,
tive electrode. The muscle fiber, if trau- unless the 27platelet count falls below
matized by the needle, cannot generate a 20,000/mm, local pressure can usually
negative spike at the damaged membrane. counter the minimal hemorrhage. Testing
In this case, a low-amplitude, slow nega- the degree of bleeding tendency with a su-
tivity follows a large initial positiviry. perficial muscle helps determine the fea-
The size of an action potential detected sibility of further study of deeper muscles,
in the external field varies, depending on which cannot be compressed adequately
the spatial relationship between the cell to accomplish hemostasis. Transient bac-
and the tip of the needle electrode. For ex- teremia following needle examination
ample, when recorded by an electrode could cause endocarditis in the presence
with a small lead-off surface, the ampli- of valvular disease or prosthetic heart
tude falls off sharply to less than 10 per- valves. Although these patients must
cent at a distance of 1 mm from the gen- avoid needle studies unless clearly indi-
erator source. Normally, neural impulses cated, few electromyographers recom-
give rise to synchronous discharges of all mend prophylactic administration of an-
muscle fibers of a motor unit, producing tibiotics for the procedure.1
a motor unit potential. In an unstable Some muscles considered for needle
denervated muscle, individual fibers fire studies overlie the pleural cavity. These
independently in the absence of neural include the diaphragm, intercostal and
control. The detection of these sponta- abdominal muscles and, to a lesser ex-
neous single fiber potentials constitutes tent, the supraspinatus muscle.203 When
one of the most important findings in elec- performing needle studies of these mus-
tromyography. Surface recording may suf- cles, a prior review of the pertinent
fice for a special purpose such as nonin- anatomy minimizes the risk of pneu-
vasive estimation of motor unit size243 or mothorax. Allergens from rubber gloves,
longitudinal tracking of the same single introduced under the skin during the
310 Electromyography
study, may cause local or systemic acute the muscle at rest, that is, with the nee-
hypersensitvity reaction. In fact, the use dle stationary in a relaxed muscle
of latex gloves has occasionally caused 3. motor unit potentials evoked by iso-
anaphylaxis and local hypersensitivity, lated discharges of motor neurons during
especially in patients with myelodyspla- mild voluntary contraction
sia. A history of rubber allergy, therefore, 4. recruitment and interference pattern
should prompt the use of vinyl gloves.162 during progressively increasing levels of
Electromyography, if conducted prema- contraction to a maximum level
turely, could interfere with the interpre- Routine oscilloscope settings consist of
tation of subsequent histologic or bio- a sweep speed ranging from 2 to 20
chemical findings that supplement ms/cm and an optimal gain to maximize
clinical evaluation. Repeated trauma dur- the recorded potentials without truncat-
ing insertion and movement of the needle ing the peaks. The sensitivity varies from
electrode consistently induces localized 50 to 500 uV/cm for insertional and spon-
inflammation, appropriately labeled sy- taneous activities and from 100 uV to 1
ringomyositis in our laboratory; and, less mV/cm for motor unit potentials. Obvi-
frequently, focal myopathic changes. These ously, a lower amplification suffices for
abnormalities may preclude the confir- the study of larger potentials. Most in-
mation of a clinical diagnosis, which of- vestigators use the low-frequency filter of
ten requires a muscle biopsy. With the an- 10-20 Hz and high-frequency filter of 10
ticipated need for pathologic exploration, kHz, but some prefer lowering the lower
needle examination must spare the mus- limit to 2 Hz or less when determining the
cle under consideration. waveform of motor unit potentials.
Serum creatine kinase (CK) increases in The needle electrode registers muscle
certain muscle diseases, such as muscu- action potentials only from a restricted
lar dystrophy and polymyositis, and in area of the muscle. An adequate survey,
other conditions, including cardiac is- therefore, calls for frequent needle repo-
chemia, hypothyroidism, and sustained sitioning in small steps for multiple sam-
athletic participation. The enzyme level pling. Exploration in four directions from
may also rise considerably in normal mus- a single puncture site minimizes patient
cles from the combination of electromyo- discomfort. Studies of larger muscles re-
graphy, diurnal variation, and prolonged quire additional insertions in proximal,
exercise.29,190 Needle examination by it- central, and distal portions.
self, however, should not elevate CK to a
misleading level in normal persons. In one
series, no significant changes occurred
within 245 hours after electromyographic 3 INSERTIONAL ACTIVITY
studies. The value reached a peak of 1 1/2
times baseline in 6 hours and returned to
baseline 48 hours after the needle exam- Origin and Characteristics
ination. Testing enzyme levels prior to
needle examination avoids any confusion, Insertion of a needle electrode into the
but a sufficient elevation of CK activities muscle normally gives rise to brief bursts
indicates abnormality, even for the serum of electrical activity. The same discharges
drawn after the procedure. also occur with each repositioning. The in-
sertional activity, on average, lasts a few
hundred milliseconds, slightly exceeding
Recording Techniques the movement of the needle (Fig. 13-2).
It appears as positive or negative high-
Electromyographic examination of skele- frequency spikes in a cluster,72,259 accom-
tal muscle has four components: panied by a crisp static sound over the
loudspeaker. As implied by the commonly
1. insertional activity caused by move- used term injury potential, the discharges
ment of a needle electrode in the muscle originate from muscle fibers injured or me-
2. spontaneous activity recorded with chanically stimulated by the penetrating
Techniques to Assess Muscle Function 311
Figure 13-2. Increased (a, b) normal (c, d), and decreased (e,f) insertional activities (arrows) from the first
dorsal interosseus in tardy ulnar palsy, tibalis anterior in a control, and fibrotic deltoid in severe dermato-
myositis.
Figure 13-3. End-plate activities recorded from the tibialis anterior in a healthy subject. Two types of po-
tentials shown represent the initially negative, high-amplitude end-plate spikes (a, b, c) and low-amplitude
end-plate noise (g, h, i). The spikes and end-plate noise usually, though not necessarily, appear together (d,
e, f).
Techniques to Assess Muscle Function 313
recorded elsewhere, have a small positive cles, perhaps because of their higher in-
phase preceding the major negative spike. nervation ratios.198 The irregular pattern
Similarity of their firing patterns to dis- of firing and shorter duration distinguish
charges of muscle spindle afferents led the physiologic positive discharges at the
some investigators to postulate their ori- end plate from positive sharp waves seen
gin in the intrafusal muscle fibers,188 but in denervation or other pathologic condi-
without subsequent confirmation. tions.
Repositioning of the recording needle
may injure the cell membrane at the end-
plate region. Slight relocation of the nee-
dle tip near the source of discharge may
5 MOTOR UNIT
ACTION POTENTIAL
then reverse the polarity of the ordinarily
negative end-plate spikes. Small, irregu-
larly occurring positive potentials also ap- The motor unit consists of a group of mus-
pear in the end-plate region when cle fibers innervated by a single anterior
recorded with a concentric needle elec- horn cell (Fig. 13-5). It has anatomic and
trode. Here, the positive discharges prob- physiologic properties based on the in-
ably represent cannula-recorded end- nervation ratio, fiber density, propagation
plate spikes, hence reversed in polarity velocity, and integrity of neuromuscular
and reduced in amplitude.197 These pos- transmission. These factors vary not only
itive potentials favor the more distal mus- from one muscle group to another but also
Figure 13-5. A. Normal motor unit potentials from minimally contracted biceps in a 40-year-old healthy
man (a, b, c) and maximally contracted tibialis anterior in a 31-year-old woman with hysterical weakness
(d, e, f). In both, low firing frequency indicates weak voluntary effort. B. Normal variations of motor unit
potentials from the same motor unit in the normal biceps. Tracings a through h represent eight slightly dif-
ferent sites of recording with the patient maintaining isolated discharges of a single motor unit.
Techniques to Assess Muscle Function 315
with age for a given muscle. Isolated po- cilloscope sensitivity, sweep or filters, and
tentials attributed to an individual motor the methods of storage and display. These
unit represent the sum of all single mus- factors together dictate the amplitude,
cle fiber spikes that occur nearly syn- rise time, duration, number of phases,
chronously within the recording radius and other characteristics.52
of the electrode. Principal components
analysis shows three elements that con-
tain 90 percent of the variance of the data Amplitude and Area
set: changes in the size of the motor units,
variations in the arrival time at the record- All of the individual muscle fibers in a mo-
ing electrode, and loss of muscle fibers tor unit discharge in near synchrony, but
within the motor unit territory.181 Refined only a limited number located near the tip
techniques for longitudinal tracking of the of the recording electrode determine the
same motor unit enables serial measures amplitude of a motor unit potential (Fig.
of these aspects for quantitative39,40,63,104
assess- 13-6). Single muscle fiber potentials fall
ment of the disease process. off in amplitude to less than 50 percent
Surface recording, though not suitable for at a distance of 200-300 um from the
routine use,111 may suffice to character- source and to less than 1 percent a few
ize enlarged motor units after reinnerva- millimeters away74,107 with the use of an
tion, as may be seen in poliomyelitis.206 ordinary concentric needle. Fewer than
5-10 muscle fibers lying within a 500 um
radius of the electrode tip contribute to
Motor Unit Profile the high-voltage spike of the motor unit
potential.235,246 In fact, computer simula-
The shape of motor unit potentials re- tion indicates that the proximity of the
flects, in addition to the inherent proper- electrode to the closest muscle fiber de-
ties of the motor unit itself, many other termines the amplitude.70,183,236 There-
physiologic factors. These include the fore, the same motor unit can give rise to
resistance and capacitance of the inter- many different profiles, depending on the
vening tissue and intramuscular tem- recording sites. The amplitude normally
perature.21,60 The amplitude decreases varies from several hundred microvolts to
slightly with hypothermia, despite the lo- a few millivolts with the use of a concen-
cal facilitatory effect on the muscle mem- tric needle, and a similar range with a
brane, because differential slowing and substantially greater average when
desynchronization more than counter the recorded with a monopolar needle.142 In
anticipated change. Cooling from 37° to one study using simultaneous recording
30° C, for example, causes the duration to by two types of electrodes,41 the same mo-
increase by 10-30 percent, but the am- tor unit showed a significantly higher
plitude decreases by 2-5 percent per 1° C. mean amplitude (2.05 times), larger sur-
The number of polyphasic potentials in- face area (2.64 times), longer duration
creases as much as tenfold with a 10° C (1.86 times), and increased number of
decrease.35 phases (1.58 times) and turns (1.35
Finally, a number of nonphysiologic fac- times), with monopolar as compared with
tors influence the configuration of the concentric needles.
recorded potentials. Of these, the spatial Clinical experience and computer sim-
relationships between the needle and in- ulation indicate that area measurement
dividual muscle fibers play the crucial role may help differentiate neuropathy from
in determining the waveform.33 Thus, myopathy. Compared to the amplitude, a
slight repositioning of the electrode, al- greater number of muscle fibers lying
tering the spatial orientation, introduces within a 2 mm radius of the electrode tip
a new profile for the same motor unit. contribute to this measure. The value,
Other important variables include the however, varies markedly, with a slight
type of needle electrode, size of the record- move of the recording electrode mainly re-
ing surface or lead-off area, electrical flecting a change in amplitude. The ratio
properties of the amplifier, choice of os- between area and amplitude measures the
316 Electromyography
Figure 13-6. Reduction in amplitude of recorded response with the relocation of the electrode away from
the source. The needle with a large leading-off surface registers a low amplitude even near the spike gener-
ator, showing only minor reduction as the distance between the electrode and the source increases. In con-
trast, amplitude declines per unit distance steeply with a smaller leading-off surface (see Fig. 16-1). [From
Ekstedt and Stalberg,74 with permission.]
rise time because the resistance and ca- trode or a macroelectrode. Under this cir-
pacitance of the intervening tissue act as cumstance, the total time of single action
a high-frequency filter. Such a discharge potential from end-plate zone to muscu-
is accompanied by a dull sound, indicat- lotendinous junction may dictate overall
ing the need to reposition the electrode duration of motor unit action potential.71
closer to the source. In general, a rise time
less than 500 uS ensures recording from
within the motor unit territory,129 but Phases
some argue for less restrictive criteria.14
Such a motor unit produces a sharp, crisp A phase is defined as that portion of a
sound over the loudspeaker, which pro- waveform between the departure from and
vides an important clue to the proximity return to the baseline. The number of
of the unit to the electrode. The mea- phases, determined by counting negative
surement of the rise time confirms the and positive peaks to and from the base-
suitability of the recorded potential for line, equals the number of baseline cross-
quantitative assessment of the amplitude. ings plus one. Normally, motor unit po-
tentials have four or fewer phases.
Polyphasic motor unit potentials with
Duration more than four phases result from de-
synchronized discharges of individual
Duration measured from the initial take- muscle fibers, probably reflecting fiber
off to the return to the baseline (Table size variability more than random loss of
13-1) indicates the degree of synchrony fibers. These potentials do not exceed
among many individual muscle fibers with 5-15 percent of the total population in a
variable conduction velocity, membrane healthy muscle, if recorded with a con-
excitability and fiber length.69 Unlike the centric needle electrode. Polyphasic activ-
spike amplitude, exclusively determined ities occur more commonly with the use
by a very small number of muscle fibers of a monopolar needle, although no stud-
near the electrode, the duration of a mo- ies have established the exact incidence.
tor unit potential reflects the activity from Some action potentials show several
a greater number of muscle fibers within "turns" or directional changes without
the uptake area of the recording surface, crossing the baseline. These serrated ac-
which, in a concentric needle, extends tion potentials or, less appropriately, com-
2.0-2.5 mm from the core.183,235 There- plex or pseudopolyphasic potentials, also
fore, a slight shift or rotation of the nee- indicate desynchronization among dis-
dle influences the duration much less charging muscle fibers. In one study,270
than the amplitude. 180 The duration nor- irregular potentials appeared more com-
mally varies from 5 to 15 ms, depending monly during acute stages.
on the age of the subject. In one study,32
the values measured at the ages of 3 and
75 years were 7.3 and 12.8 ms in biceps 6 QUANTITATIVE
brachii, 9.2 and 15.9 ms in tibialis ante- MEASUREMENTS
rior, and 4.3 and 7.5 ms in the facial mus-
cles. Another study dealing with four
proximal and distal muscles of the upper Methods of Assessment
and lower limbs in 111 healthy subjects
between 20 and 80 years of age23 revealed In clinical tests, electromyographers as-
no marked increase of mean duration be- sess various features of a motor unit by
fore the age of 55. Those older than 55 oscilloscope displays of waveforms and
showed a slight tendency toward in- their audio characteristics. Using these
creased duration. The use of a wide-open simple means, an experienced examiner
amplifier bandpass combined with en- can detect abnormalities with reasonable
hanced signal-to-noise ratio results in a certainty. Such subjective assessment,
much longer duration, approaching 30 ms though satisfactory for the detection of
recorded either with a single-fiber elec- unequivocal abnormalities, may not suf-
Table 13-1 Mean Action Potential Duration (in milliseconds) in Various Muscles at Different Ages (concentric electrodes)
Facial Muscles
Ann Muscles Leg Muscles Orbicularis
Extensor Opponens Abductor Biceps Extensor Oris Superior;
Age in Biceps Triceps Digitorum Pollicis; Digiti Femoris; Gastroc- Tibialis Peroneus Digitorum Triangularis;
Years Deltoideus Brachii Brachii Communis Interosseus Quinti Quadriceps nemius Anterior Longus Brevis Frontalis
0 8.8 7.1 8.1 6.6 7.9 9.2 8.0 7.1 8.9 6.5 7.0 4.2
3 9.0 7.3 8.3 6.8 8.1 9.5 8.2 7.3 9.2 6.7 7.2 4.3
5 9.2 7.5 8.5 6.9 8.3 9.7 8.4 7.5 9.4 6.8 7.4 4.4
8 9.4 7.7 8.6 7.1 8.5 9.9 8.6 7.7 9.6 6.9 7.6 4.5
10 9.6 7.8 8.7 7.2 8.6 10.0 8.7 7.8 9.7 7.0 7.7 4.6
13 9.9 8.0 9.0 7.4 8.9 10.3 9.0 8.0 10.0 7.2 7.9 4.7
15 10.1 8.2 9.2 7.5 9.1 10.5 9.2 8.2 10.2 7.4 8.1 4.8
18 10.4 8.5 9.6 7.8 9.4 10.9 9.5 8.5 10.5 7.6 8.4 5.0
20 10.7 8.7 9.9 8.1 9.7 11.2 9.8 8.7 10.8 7.8 8.6 5.1
25 11.4 9.2 10.4 8.5 10.2 11.9 10.3 9.2 11.5 8.3 9.1 5.4
30 12.2 9.9 11.2 9.2 11.0 12.8 11.1 9.9 12.3 8.9 9.8 5.8
35 13.0 10.6 12.0 9.8 11.7 13.6 11.8 10.6 13.2 9.5 10.5 6.2
40 13.4 10.9 12.4 10.1 12.1 14.1 12.2 10.9 13.6 9.8 10.8 6.4
45 13.8 11.2 12.7 10.3 12.5 14.5 12.5 11.2 13.9 10.1 11.1 6.6
50 14.3 11.6 13.2 10.7 12.9 15.0 13.0 11.6 14.4 10.5 11.5 6.8
55 14.8 12.0 13.6 11.1 13.3 15.5 13.4 12.0 14.9 10.8 11.9 7.0
60 15.1 12.3 13.9 11.3 13.6 15.8 13.7 12.3 15.2 11.0 12.2 7.1
65 15.3 12.5 14.1 11.5 13.9 16.1 14.0 12.5 15.5 11.2 12.4 7.3
70 15.5 12.6 14.3 11.6 14.0 16.3 14.1 12.6 15.7 11.4 12.5 7.4
75 15.7 12.8 14.4 11.8 14.2 16.5 14.3 12.8 15.9 11.5 12.7 7.5
The values given are mean values from different subjects without evidence of neuromuscular disease. The standard deviation of each value is 15
percent (20 potentials for each muscle). Therefore, deviations up to 20 percent are considered within the normal range when comparing measure-
ments in a given muscle with the values of the table.
Source: From Buchthal,32 with permission.
Techniques to Assess Muscle Function 319
fice to delineate less obvious deviations or the source of discharge. An ideal quan-
mixed patterns of abnormalities. These tification calls for counting at least 20 dif-
ambiguous circumstances call for objec- ferent units in each muscle, using multi-
tive measurement of motor unit poten- ple needle insertions.32 In one study,76
tials.34,234,235 An objective approach also the 95 percent tolerance limits for mean
allows meaningful comparison of test re- total duration progressively narrowed
sults obtained sequentially or in different from 6.6 to 14.2 ms for 5 units to 7.4 to
laboratories. The use of standardized 13.0 ms for 20 units in normal subjects.
recording sites within the muscle reduces Quantitative results for duration sup-
location-dependent variability82 and in- ported the presence of myopathy in 2 of
creases diagnostic sensitivity. 10 patients with analysis of 5 units and
Physiologic properties that characterize in 9 patients with analysis of 20 units.
the motor unit potentials include dura- Thus, compared to the analysis of 5 units,
tion, spike amplitude, spike area, phases, which may suffice in diagnosing some
turns, number of satellites, and degree of cases, studying 20 potentials narrows tol-
waveform variability.229 Additional mea- erance limits, reduces intertrial variabil-
sures of interest include spike duration, ity, and improves diagnostic sensitivity.
thickness179 and size index,228 using spe- Table 13-1 summarizes the duration of
cial computer algorithms. Quantitative motor unit potentials recorded with a con-
studies customarily analyze at least 20 centric needle in normal subjects of dif-
different units to compare the mean with ferent ages.32 These values, measured
reference values. An alternative method from the point of takeoff to return to the
relies on identifying extreme values, which baseline, exclude late or satellite compo-
fall outside the normal range.230 This out- nents seen as a separate peak. 150 As dis-
lier technique helps identify abnormalities cussed earlier, the normal ranges depend
limited to a few motor unit potentials that on many factors other than simply the
escape detection in the assessment solely characteristics of the motor unit itself.
based on mean values. Hence, each laboratory should construct
Currently available quantitative tech- its own table of normal values to avoid in-
niques include spike-triggered averaging discriminate application of published data.
with a delay line,146 two-channel record-
ing using a concentric needle for pick-up
and a single-fiber electrode
7
for trigger,149 Automated Methods
template matching, and decomposition
technique based on multiple template Different investigators have explored the
matching.15,24,131,165,178 possibility of automatically analyzing mo-
tor unit action potentials using analog175
189,200,239
or digital techniques. Such a
Selection and Analysis system converts a motor unit potential to
a digital equivalent for computer analysis.
In quantitative analysis,20 most investi- The usual measurements include dura-
gators use the standard concentric needle tion, amplitude, polarity, number of
electrode 2with a lead-off surface of about phases, and integrated area under the
0.07 mm . The optimal recording requires waveform. One of the inherent difficulties
an amplifier frequency range of 10 Hz-10 with this approach centers on the selec-
kHz and standard sensitivity of 100-500 tion of the signals. In early methods, the
uV/cm. The motor unit action potentials examiner screened the motor unit poten-
selected for assessment must have a rise tials by visual inspection, using a moni-
time of less than 500 uS. A storage oscil- tor scope, before processing them for au-
loscope with a delay line offers a distinct tomated analysis.200 With another
advantage for quick identification of such technique, motor unit potentials qualified
potentials. Recorded waveforms vary a automatically if their peak-to-peak ampli-
great deal from one motor unit to another tudes exceeded 100 uV.145 Some investi-
and within the same unit, depending on gators advocated lowering the cutoff to
the relative position of the needle tip to less than 50 uV for inclusion of a greater
320 Electromyography
number of motor unit potentials.124 This seen during maximal contraction falls be-
system measures the duration of the dis- tween 100 and 200 Hz in normal sub-
charge at 20 uV above the baseline and jects.256 This peak shifts to a higher fre-
counts the number of phases as a deflec- quency in subjects with myopathy,204 and
tion exceeding 40 uV. to a lower frequency in subjects with an-
Most studies have shown no major dis- terior horn cell lesions.86 Frequency
crepancy between the results of time- analysis may also help characterize fa-
consuming manual quantification and tigue trends in normal subjects,12,110 and
quick automatic analysis.144,147,152,239 In- in those with myasthenia gravis266 or
deed, the computer can accurately and ef- other neuromuscular disorders.267 In
ficiently discriminate typical neuropathic Duchenne muscular dystrophy, the iso-
and myopathic changes.220,269 These metric contraction causes an increase of
techniques, however, may or may not re- the total power, showing a progressive in-
solve borderline cases in which conven- crease in lower frequencies and a decrease
tional methods fail to provide useful in- in higher frequencies, with a shift down-
formation. For example, an automatic ward of the median frequency.93 These
analysis failed to separate female relatives findings suggest decrement of the firing
of patients with Duchenne dystrophy from rate of the damaged fast-twitch motor
healthy subjects individually, despite sta- units, compensated for by a predomi-
tistically significant differences between nance of activity of relatively spared slow-
the two as a group.250 twitch motor units. The clear difference
Routine studies rarely include quanti- seen in typical cases does not imply its
tative analysis, which takes time to select practical value as a diagnostic test, which
and measure 20 individual motor unit po- depends primarily on controlling the vari-
tentials. Of various approaches discussed ables, such as needle position or level of
earlier, decomposition techniques are muscle contraction, that appreciably in-
probably best suited for automatic analy- fluence the results.51
sis, as they avoid a time-consuming quan-
tification process.24,65,160,178,237 Although
pilot studies show promising results, none DISCHARGE PATTERN
of the techniques are widely used or OF MOTOR UNITS
tested. Their implementation and evalua-
tion must await for further dissemination
of special computer algorithms as part of Recruitment
commercially available software. Some
authors recommend visual inspection and A healthy subject can initially excite only
remarking of each motor unit potential be- one or two motor units before recruiting
fore making clinical judgement from the additional units in a fixed order.121 The
data.28 units activated early consist primarily of
small, type I muscle fibers according to
the size principle.58,78,122,215 These motor
Frequency Spectrum units discharge at a rate of five to seven
impulses per second, typically semi-
The waveform of any action potential com- rhythmically, with slowly increasing, then
prises many sine waves of different fre- decreasing interspike intervals, despite
quencies. Thus, a frequency spectrum constant contraction. At such minimal
provides another objective means of char- levels of muscle contraction, changes in
acterizing motor unit potentials. This type firing rate grade the muscle force (rate
of analysis reveals that the shorter the du- coding). Greater muscle force brings
ration of the motor unit potential, the about two separate but related changes in
greater the high-frequency components. the pattern of motor unit discharge: (1) re-
Several investigators have studied fre- cruitment of previously inactive units and
quency spectra, or a histogram of activi- (2) more rapid firing of already active units
ties against frequency, in normal and dis- (Fig. 13-7). Which of the two plays a
eased muscles.42,136,163 The highest peak greater role is not known, but both mech-
Figure 13-7. Normal recruitment and full interference pattern with increasing strength in the same healthy subject shown in Figure 13-5A. The trac-
ings show the same activity recorded with fast (top) and slow (bottom) sweep.
322 Electromyography
Figure 13-10. Conversion of calibration wavefom (a) into two serial pulse trains: amplitude (b) and turns
(c). The outputs of these two pulse generators characterize the original input accurately, as evidenced by
graphical reconstruction of the waveform (d) from b and c. [From Hayward and Willison,119 with permis-
sion.]
presence of a large shower of spikes from ties gradually decline not only in the
many different units. Moreover, the few contracted muscle but also to a lesser ex-
motor units selected for observation do tent in the synergists, suggesting the exis-
not necessarily reveal the behavior of the tence of an inhibitory reflex.212 The power
total population of motor neurons. The spectrum shifts during fatigue, a phenom-
collision technique provides a direct enon best explained by accumulation of ex-
means of elucidating the relationship be- tracellular potassium (K+).171 In one study
tween the discharge pattern of the motor using automated analysis,66 motor unit
neuron pool and muscle force over a wide potentials derived from contractions of 30
range of voluntary contractions. This percent maximal voluntary contraction
method also serves as a good measure of showed (1) short-lasting decline and stabi-
the central drive to assess supraspinal lization of onset firing rate, followed by (2)
components of human muscle fatigue.100 progressive increase in mean firing rate and
amplitude, and [3] recruitment of addi-
tional larger motor units prior to the de-
Muscle Contraction velopment of fatigue. The last two elements
and Fatigue result in the well-known increase in total
surface electromyogram, compensating for
Compound muscle action potentials, a loss of force generated by fatiguing indi-
though reduced in amplitude, change vidual muscle fibers. Single human motor
little in area after fatigue218despite substan- units recording during fatigue also showed
tial reduction in torque. During fatigu- a similar dissociation between3 the electri-
ing contractions, electromyographic activi- cal and contractile properties.
328 Electromyography
Figure 13-12. Correlation between muscle force and electrical activity, with the same stimulation (open ar-
row) and recording as in the bottom tracing of Figure 13-11. Muscle force ranged from 0 to 6.0 kg (straight
line). In the last tracing, paired stimuli (closed arrow) delivered at the wrist elicited the second M(W) to ap-
pear with the same time delay as M(V). The second M(W)141equaled the first in amplitude, indicating the in-
tegrity of the neuromuscular excitability. [From Kimura, with permission.]
Fatigue decreases the contraction-re- ing rate.47 In four patients with congeni-
laxation rate of muscle fibers, lowering fu- tal myopathies characterized by a 100
sion frequency. Thus, lower rates of mo- percent type I predominance, the power
tor unit activation can result in the density frequency spectrum showed a
maintenance of constant force. In most shift to lower frequency and a greater elec-
studies, the number of motor unit spikes trical discharge per unit force compared
needed to maintain a constant force de- with those of control subjects.156
clined after maximal contraction, causing Isometric measure shows a decrease in
reduction in the surface recorded integral both the maximum voluntary and tetanic
of the rectified electrical
46
activities.105,273 force after stimulation with a uniform rate
In another experiment, the first 10 min- at 10 per second but not with a non-
utes of the 10 percent sustained contrac- uniform pattern containing a few high-
tion showed a most pronounced decrease frequency bursts.211 During fatigue, as
in mean power frequency and increase in well as during recovery, changes in max-
root mean square amplitude. Thereafter, imum voluntary contraction correlate best
frequency remained the same despite a with H2PO4, implicating this metabolite as
continued increase in amplitude, indicat- an important factor in human muscle fa-
ing recruitment of new motor units. Dur- tigue.26,168 Alteration in intracellular cal-
ing sustained maximal effort, the mean cium (Ca2+) exchange may play a major
and median power frequency declined ex- role in the fatigue process.262
ponentially with time. Fatigued muscles Human muscle fatigue may also result
show a decrease in number of spikes and from failure of central motor drive, which
amplitude, in part reflecting a dropout of results in less than maximal activation of
some motor units and a decrease in fir- muscle.100,139 The technique termed twitch
Techniques to Assess Muscle Function 329
the quadriceps muscle.240 After fatiguing interpolation of the elbow flexor muscles at high
activity, the slopes of the regression lines forces. Muscle Nerve 21:318-328, 1998.
7. Andreassen S: Methods for computer-aided
increased for electrical activities but re- measurements of motor unit parameters. Elec-
mained the same for acoustic signals.241 troencephalogr Clin Neurophysiol 39(suppl):
This technique may have some value in
123,205
13-20, 1987.
the assessment of muscular fatigue 8. Anmuth CJ, Goldberg G, Mayer NH: Fractal di-
mension of electromyographic signals recorded
and spastic contraction.4 Its clinical ap- with surface electrodes during isometric con-
plication as a diagnostic test, however, tractions is linearly correlated with muscle ac-
needs further scrutiny. tivation. Muscle Nerve 17:953-954, 1994.
9. Arendt-Nielsen L, Sinkjaer T: Quantification of
human dynamic muscle fatigue by electromyo-
graphy and kinematic profiles. J Electromyogr
Sonographic Imaging Kinesiol 1:1-8, 1991.
10. Arnaud S, Zattara-Hartmann MC, Tomei C,
Sonographic imaging of muscle may help Jammes Y: Correlation between muscle me-
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Chapter 14
TYPES OF
ELECTROMYOGRAPHIC
ABNORMALITIES
1. INTRODUCTION
2. INSERTIONAL ACTIVITY
Decreased versus Prolonged Activity
Insertional Positive Waves
3. MYOTONIC DISCHARGE
Positive versus Negative Discharge
Pathophysiology
4. SPONTANEOUS ACTIVITY
Types of Spontaneous Discharges
Excitability of Denervated Muscle Fibers
Fibrillation Potentials
Positive Sharp Waves
Spontaneous Single-Fiber Discharges in Clinical Domain
Complex Repetitive Discharges
Fasciculation Potentials and Myokymic Discharges
Continuous Muscle Fiber Activity
Cramps
5. MOTOR UNIT POTENTIALS
Abnormalities of Motor Unit Potentials
Lower Motor Neuron versus Myopathic Disorders
6. RECRUITMENT PATTERN
Lower and Upper Motor Neuron Disorders
Myopathy
Involuntary Movement
fibers, whereas complex repetitive dis- rize motor dysfunction into upper and
charges comprise high-frequency spikes lower motor neuron disorders and myo-
derived from multiple muscle fibers; these genic lesions. Each entity has typical find-
discharge sequentially and maintain a ings, as shown in Figures 14-1, through
fixed order. 14-3 and summarized in Figure 14-4. As
A motor unit is the smallest functional a means of introduction, the illustrations
element of volitional contraction. In con- emphasize the basic principles at the risk
ventional electromyography, isolated dis- of oversimplification. The description in
charges of single motor axons give rise to the text amplifies these points and clari-
motor unit potentials. Diseases of the fies certain variations and exceptions not
nerve or muscle cause structural or func- apparent in the diagrams.
tional disturbances of the motor unit,
which in turn lead to alterations in the
waveform and discharge patterns of their 2 INSERTIONAL ACTIVITY
electrical signals. Because certain char-
acteristics of such abnormalities suggest
a particular pathologic process, the study Decreased versus
of motor unit potentials provides infor- Prolonged Activity
mation useful in elucidating the nature of
the disease. A marked diminution of insertional activ-
Electromyography serves as a clinical ity usually indicates a reduced number of
tool only if the examiner interprets the healthy muscle fibers in fibrotic or se-
findings in the light of the patient's his- verely atrophied muscles (see Fig. 13-2).
tory, physical examination, and other di- Functionally inexcitable muscle fibers will
agnostic studies. In fact, the study con- also show the same abnormality during
stitutes an extension of physical attacks of familial periodic paralysis. Ab-
examination, rather than an independent sence of any activity, however, more often
laboratory test. The four steps of elec- than not signals technical problems such
tromyography (see Fig. 13-1) help catego- as a broken lead wire, a faulty needle, or
Figure 14-4. Typical findings in lower and upper motor neuron disorders and myogenic lesions as shown
in Figures 14-1 through 14-3. Myotonia shares many features common to myopathy in general in addition
to myotonic discharges triggered by insertion of the needle or with voluntary effort to contract the muscle.
Polymyositis shows combined features of myopathy and neuropathy, including (1) prolonged insertional ac-
tivity, (2) abundant spontaneous discharges, (3) low-amplitude, short-duration, polyphasic motor unit po-
tentials, and (4) early recruitment leading to a low-amplitude, full-interference pattern.
Figure 14-6. A 40-year-old woman with hypothyroidism. Electromyography showed increased insertional
activities followed by sustained repetitive positive sharp waves, at times generating a transient myotonic dis-
charge.
potentials recorded from an injured area discharge does not closely simulate the
of the muscle membrane. A second type sound of a dive-bomber, judged from my
of myotonic discharge consists of a sus- extensive personal experience (with dive-
tained run of negative spikes with a small bombers).
initial positivity. These spikes resemble
the fibrillation potentials seen in dener-
vation. In contrast to the positive sharp Pathophysiology
waves usually initiated by needle inser-
tion, negative spikes tend to occur at the The pathophysiology of myotonic dis-
beginning of slight volitional contraction. charge, although not yet established in
Both positive sharp waves and negative humans, relates to abnormalities of chlo-
spikes typically wax and wane in ampli- ride (Cl-) and sodium (Na+) channels.67 A
tude over the range of 10 /W to 1 mV of- decrease in resting chloride conductance
ten, though not always, varying inversely results in repetitive
52
electrical activity in
with the rate of firing. Their frequency isolated frog and mammalian skeletal
may increase or decrease within the range muscles.92 Electrophysiologic studies
of 50-100 impulses per second, giving rise show abnormalities attributable to de-
to a characteristic noise over the loud- creased density of chloride 91 channels in
speaker that is reminiscent of an acceler- hereditary myotonia of goats. In normal
ating or decelerating motorcycle or chain fibers, the presence of chloride conduc-
saw. Despite common belief, a myotonic tance stabilizes the membrane potential
Types of Electromyographic Abnormalities 345
by shunting the depolarizing current and shunting the current, this slow change
dampening its effect. Conversely, the ab- may trigger another action 14potential, and
sence of chloride conductance in effect the cycle repeats itself. Thus, the
raises the resistance of the membrane. process of depolarization begins as soon
According to Ohm's law (E = IR) increased as repolarization ends, leading to a series
resistance, R, will reduce the amount of of repetitive action potentials. The expla-
current, I, necessary to initiate a thresh- nation of myotonic phenomena based on
old depolarization, E. low chloride conductance seems to apply
The critical level of depolarization opens to human myotonia congenita.85 Pharma-
the sodium channel with a rapid change cologic blocking of the acerylcholine re-
in sodium conductance, which in turn ini- ceptor or atropine binding site effectively
tiates an action potential. The action po- silences fibrillation potentials, but not
tential falls with inactivation of sodium myotonic discharges.12
conductance and delayed activation of Paramyotonia and hyperkalemic peri-
potassium (K+) conductance, which tends odic paralysis result from a number of
to hyperpolarize the membrane. As potas- mutations in the adult skeletal muscle
sium conductance slowly returns to its sodium channel gene, which is located on
resting value, the cell becomes slightly de- chromosome 17q 23-25.115 For reasons
polarized, with accumulation of potas- not completely understood, patients with
sium in the transverse tubule system. In the same mutation may have variable
an unstable membrane without chloride clinical findings (see Chapter 29-3). Con-
346 Electromyography
versely, different mutations may account fiber and circus movements of currents
for the same signs and symptoms. None- among muscle fibers.71
theless, experts agree that sodium chan- Fasciculation potentials are isolated
nel mutation results in muscle membrane spontaneous discharges of a motor unit.
instability, which in turn causes tempera- In contrast, myokymic discharges repre-
ture-sensitive myotonic discharges trig- sent repetitive firing of a motor unit, as
gered by muscle activation.154 Cooling the the name grouped fasciculation indicates.
patient with this disorder depolarizes the Numeric grading serves to semiquanti-
muscle membrane slightly, initiating the tate each of these spontaneous activities:
entry of sodium ions into the muscle fiber. + 1—Rare spontaneous potentials re-
This leads to more sustained depolariza- cordable at one or two sites only af-
tion through regenerative activation of ter some search. This category in-
abnormal, noninactivating sodium chan-
nels. 126 Inactivation of normally function- cludes positive discharges elicited
ing sodium channels by further cooling or after moving the needle electrode (i.e.,
exercise results in inexcitability of the insertional positive sharp waves).
muscle fiber and paralysis. +2—Occasional spontaneous potentials
registered at more than two different
sites.
+3—Frequent spontaneous potentials
4 SPONTANEOUS ACTIVITY recordable regardless of the position
of the needle electrode.
Types of Spontaneous Discharges +4—Abundant spontaneous potentials
nearly filling the screen of the oscillo-
scope.
Basic types of spontaneous activity com-
prise fibrillation potentials, positive sharp
waves, complex repetitive discharges, fas-
ciculation potentials, and myokymic dis- Excitability of Denervated
charges. Isolated visible muscle twitches Muscle Fibers
over a localized area may accompany fas-
ciculation potentials and complex repeti- In the first 2 weeks after denervation, the
tive discharges, but not fibrillation poten- sensitivity of a muscle fiber to acetyl-
tials or positive sharp waves. Myokymic choline (ACh) increases by as much as
discharges seen in cramp syndromes 100-fold.94,144 This phenomenon, known
cause sustained segmental contraction as denervation hypersensitivity, may ex-
(see Chapter 29-6). In contrast, more gen- plain spontaneous discharges of dener-
eralized muscle spasms characterize the vated muscle fibers in response to small
syndrome of neuromyotonia representing quantities of circulating ACh.38,141 The
peripheral nerve hyperexcitability. Patients disappearance of fibrillation potentials af-
with the stiff-man syndrome also suffer ter artificially induced ischemia64 and in
from similar involuntary muscle contrac- isolated muscle fibers141 also supports the
tion, although the discharges responsible presence of some circulating substance. In
originate in the central nervous system. rats, fibrillation potentials cease after ap-
Both fibrillation potentials and positive plication of alpha-bungarotoxin or atropine
sharp32,33,41,44,82,83
waves represent single-fiber activa- sulfate.12 Therefore, the receptor molecules
tion. In contrast, complex for these agents must play an essential part
repetitive discharges result from rapid fir- in the production of spontaneous activity.
ing of many muscle fibers in sequence, In experiments using rat soleus muscles,
driven ephaptically at a point of lateral fibrillation potentials appeared earlier after
contact.48,137 A spontaneously activated complete denervation than after partial
single fiber serving as a pacemaker regu- denervation. The time difference seemed
lates the frequency and pattern of dis- to reflect a more gradual increase in the
charge by two different, usually indepen- number of acetylcholine receptors and a
dent, mechanisms: rate of rhythmic greater sensitivity to tetrodotoxin of the
depolarization of the denervated muscle partially denervated muscles.3
Types of Electromyographic Abnormalities 347
348
Types of Electromyographic Abnormalities 349
Figure 14-8. (cent.) D. Spontaneous single-fiber activity of the deltoid (a,b,c) and tibialis anterior (d,e,f)
in a 9-year-old boy with a 6-week history of dermatomyositis, with two types of discharges: positive sharp
waves (a,b,c) and fibrillation potentials (d,e,f). E. Spontaneous single-fiber activity of the tibialis anterior in
a 7-year-old boy with Duchenne dystrophy, showing positive sharp waves (a,b,c) and fibrillation potentials
(d,e,f).
tooth appearance with the initial positiv- dle.156 As discussed earlier, positive sharp
ity and a subsequent slow negativity, waves may form part of myotonic dis-
much lower in amplitude but longer in du- charges, triggered by insertion of the nee-
ration. They often follow insertion of the dle or by mild voluntary contraction. De-
needle but also fire spontaneously at reg- spite the close resemblance in waveform,
ular intervals (Fig. 14-8). The physi- myotonic discharges, which characteristi-
cal relationship between the generator cally wax and wane, do not appear spon-
and the recording electrode dictate the taneously.
waveform of the potential.42 If the tip of
the needle damages the membrane, then
the sustained standing depolarization Spontaneous Single-Fiber
here precludes the generation of a nega- Discharges in Clinical Domain
tive spike at this point. Thus, a propa-
gating action potential that approaches Spontaneous activity, if reproducible at a
the site of injury gives rise to a sharp pos- minimum of two muscle sites, provides
itive discharge followed by a low-ampli- an unequivocal sign of abnormality and
tude negative deflection. Therefore, the is one of the most useful findings in clin-
absence of a negative spike implies ical electromyography. It usually suggests
recording near the damaged part of the lower motor neuron disorders, such as
muscle fiber. Although usually seen to- diseases of anterior horn cells, radicu-
gether after nerve section, the appearance lopathies, plexopathies, and axonal poly-
of fibrillation potential often lags behind neuropathies. Because of the latency pe-
that of positive sharp waves, which can riod of 2-3 weeks, however, the absence
be triggered by the insertion of a nee- of spontaneous activity does not preclude
350 Electromyography
denervation during the early weeks of the legs on the affected side in 50 hemi-
nerve injury. When found in disorders of plegic patients without 25 apparent plexus
the lower motor neuron, the distribution injury. In another study, the amount of
of spontaneous potentials can aid in lo- spontaneous activity seen in the lower
calizing lesions of the spinal cord, root, limb muscles after cervical spinal cord in-
plexus, or peripheral nerve. jury showed a positive correlation with the
Fibrillation potential amplitude seems length of the axon and a negative corre-
to relate to muscle atrophy after periph- lation with the degree of spasticity. Some,
eral nerve injury. In one study,81 the max- however, argue that the positive sharp
imum peak-to-peak amplitude measured waves and fibrillation potentials seen in
in 69 subjects declined from 612 //,V dur- hemiplegic patients reflect secondary dis-
ing the first 2 months after injury to 512 ease of the lower motor neurons.26 As a
uV during the third and fourth months rule, no spontaneous activity develops in
and 320 uV during the fifth and sixth disuse atrophy. Spontaneous activity may
months. After the first year, all fibrillation also appear in the paraspinous muscles
potentials were reduced to less than 100 after myelography or lumbar puncture,
uV in amplitude. developing by the first day after the pro-
Spontaneous discharges also charac- cedure and resolving by the second
terize certain myopathic processes such through the fourth day.30,153
as muscular dystrophy, dermatomyositis, In addition, fibrillation potentials and
and polymyositis. Less consistently, dis- positive sharp waves may occasionally ap-
eases of the neuromuscular junction give pear in otherwise healthy muscles. An iso-
rise to fibrillation potentials, as do many lated incidence, therefore, cannot serve as
other disorders,58,111 such as facioscapu- absolute evidence of a specific abnormal-
lohumeral dystrophy, limb-girdle 62 dystro- ity. Spontaneous discharges can occur in
phy, oculopharyngeal dystrophy, my- the absence of clinical signs or symptoms,
otubular, or centronuclear, myopathy,133 presumably reflecting subclinical nerve
and trichinosis.152 Fibrillation potentials injury. For example, 9 of 62 asymptomatic
found in 25 percent of patients with pro- subjects had spontaneous discharges in
gressive muscular dystrophy23 result at lumbosacral paraspinal muscles.31 Simi-
least in part from denervation secondary larly, 7 of 21 asymptomatic subjects
to muscle necrosis.39 Spontaneous activ- showed abnormalities in the extensor dig-
ity in polymyositis suggests increased itorum brevis or abductor hallucis mus-
membrane irritability,9 inflammation of cles.99 These changes alone, therefore, are
intramuscular nerve fibers,119 or focal de- of limited clinical importance, unless cor-
generation separating a part of the 130 mus- roborated by other means.
cle fiber from the end-plate region. In
support of postulated functional denerva-
tion, SFEMG and histochemical tech- Complex Repetitive Discharges
niques revealed evidence of reinnervation
in the terminal innervation pattern.63 Like The complex repetitive discharges range
fibrillation potentials, positive sharp from 50 ^V to 1 mV in amplitude and up
waves are seen not only in denervated to 50 to 100 ms in duration, representing
muscles but also in a variety of myogenic a group of muscle fibers firing in near syn-
conditions. The latter group includes chrony (Figs. 14-9 and 14-10). The entire
polymyositis, dermatomyositis, trichi- sequence repeats itself at slow or fast
nosis, ischemic myositis, and progressive rates, usually in the range of 5-100 im-
muscular dystrophy. pulses per second. The polyphasic and
Spontaneous discharges also occur, complex waveform remains uniform from
though not consistently, in otherwise un- one group of discharges to another, with
involved paretic limbs between 6 weeks periodic shifts to a new pattern. These dis-
and 3 months after the onset of acute up- charges typically begin suddenly, main-
per motor
78
neuron lesions.29,73,74 One tain a constant rate of firing for a short
study reported spontaneous activity in period, and cease as abruptly as they
68 percent of the arms and 70 percent of started. Over the loudspeaker, they mimic
Types of Electromyographic Abnormalities 351
the sound of a machine gun. The unique within the complex fire in the same order,
repetitive pattern once prompted the use as the discharge recurs repetitively. One
of a now discarded term, bizarre high- fiber in the complex serves as a pace-
frequency discharges. Superficial similar- maker, initiating the burst and driving
ities to myotonic sound led to the even one 137or several other fibers ephapti-
less appropriate term pseudomyotonia in cally. -147 In successive cycles, one of
the absence of waxing and waning. The rate the remaining fibers activated late in the
of repetition and the firing pattern—show- previous cycle, reexcites the principal
ing an identical waveform from one burst pacemaker to repeat the cycle until the
to the next—make the complex repetitive pacemaker fibers eventually fail. The elec-
discharges distinct from myokymia, neu- trical field associated with this repetitive
romyotonia, and cramp syndromes, despite pattern must effectively induce ephaptic
their superficial resemblance (see Chapter activation of neighboring muscle fibers.
29-4, 29-6, 29-11). Thus, complex repetitive discharges often
In single-fiber recordings,137 complex give rise to high-amplitude spikes, com-
repetitive discharges often consist of 10 or pared with fibrillation potentials.
more distinct unit potentials separated by This discharge is seen in some my-
intervals ranging from less than 0.5 ms to opathies, such as muscular dystrophy or
more than 200 ms. The individual spikes polymyositis, and in a wide variety of
352 Electromyography
chronic denervating conditions, such as cally silent irritative process tend to in-
motor neuron disease, radiculopathy, volve deeper muscles in general and the
chronic polyneuropathy, myxedema, and iliopsoas in particular.
the Schwarz-Jampel syndrome sometimes
associated with neurogenic muscle hy-
pertrophy.125 In a large series,48 overall Fasciculation Potentials and
analysis of the prevalence revealed its Myokymic Discharges
highest incidence in Duchenne muscular
dystrophy, spinal muscular atrophy, and Clinicians once referred to visible twitch-
Charcot-MarieTooth disease. Women with ing of muscle bundles as fibrillation, a
urinary retention may have profuse activ- term now reserved for the electromyo-
ity of this type in the striated muscle of graphic description of spontaneously fir-
the urethral sphincter.56 Apparently ing single muscle fibers. To avoid confu-
healthy subjects may occasionally show sion, the term fasciculation was proposed
the complex repetitive discharges as an to describe the38spontaneous contraction
unexpected finding. These foci of a clini- of motor units. Fasciculation potentials
Types of Electromyographic Abnormalities 353
354
Types of Electromyographic Abnormalities 355
irregular firing at an average interval of 3.5 proof of abnormality, unless they are ac-
seconds in patients with motor neuron companied by either fibrillation potentials
disease compared with 0.8 seconds in or positive sharp waves. Excluding those
asymptomatic individuals.37,146 The dis- seen in healthy subjects, fasciculation po-
charges in amyotrophic lateral sclerosis tentials suggest disease of the lower mo-
characteristically arise proximally early tor neuron with the origin at any level
in the 37disease and distally in the later from the anterior horn cells to axon ter-
stages. minals. Electrophysiologic studies fail to
In conclusion, fasciculation potentials offer reliable means of distinguishing be-
by themselves cannot provide absolute tween "benign" forms seen in otherwise
Figure 14-12. A. Myokymic discharges in a 21-year-old woman with multiple sclerosis. The patient had
visible undulating movement of the facial muscles on the right associated with characteristic bursts of spon-
taneous activity recorded from the orbicularis oris (a,b,c,d) and the orbicularis oculi (e,f,g,h). In d, each
sweep, triggered by a recurring spontaneous potential, shows a repetitive but not exactly time locked pat-
tern of the waveform. B. Myokymic discharges in a 57-year-old man with a 2-week history of Guillain-Barre
syndrome and nearly complete peripheral facial palsy. Despite the absence of visible undulating movement,
rhythmically recurring spontaneous discharges appeared in the upper (a,b,c) and lower (d,e,f) portions of
the left orbicularis oris. In c and /, each sweep triggered by a recurring spontaneous potential shows the
repetitive pattern.
356 Electromyography
normal muscle and "malignant" forms as- thus the name neuromyotonia. Needle
sociated with motor neuron disease. The studies demonstrate motor unit discharges
dichotomy, therefore, serves no useful with frequencies up to 300 Hz associated
purpose in the clinical domain. To char- with a characteristic "pinging" sound. The
acterize a recorded discharge, the de- firing motor unit potentials decline in am-
scription should consist of its waveform, plitude slowly or rapidly as increasing
amplitude, duration, firing pattern, and numbers of muscle fibers fail to follow the
frequency of occurrence. high rate of repetitive pattern. Ischemia or
electrical nerve stimulation, but usually
not voluntary contraction, provokes the
Continuous Muscle Fiber Activity high-frequency discharge. Patients re-
spond well to treatment with phenytoin or
Continuous muscle fiber activity refers to carbamazepine, which effectively reduces
the diffuse, sustained spontaneous motor involuntary movements.
unit activity seen in a heterogeneous
group of central or peripheral disorders.46
Stiff-man syndrome represents a rare but
well-recognized entity characterized by Cramps
sustained involuntary discharges of cen-
tral origin (see Chapter 29-10). A needle Cramp constitutes the sustained involun-
recording reveals normal motor unit po- tary contraction of a muscle in part or in
tentials that produce a sustained inter- entirety, either as a normal phenomenon
ference pattern involving the agonists and or as a sign of abnormality in pathologic
antagonists simultaneously. These dis- conditions (see Chapter 29-11). The re-
charges abate with peripheral nerve or sponsible impulses originate in the pe-
neuromuscular block, after spinal or gen- ripheral nerve, but the exact underlying
eralized anesthesia or during sleep. The mechanism of cramping remains un-
administration of diazepam, but not known. Some studies suggest cramps may
phenytoin or carbamazepine, also abol- result from mechanical excitation of mo-
ishes or attenuates the activity. tor nerve terminals during muscle short-
A descriptive term, neuromyotonia, ening.87,88,89,106 Peripheral nerve block
probably serves best to describe continu- often abolishes the activity, but spinal or
ous muscle fiber activity of peripheral ori- general anesthesia has no effects. After
gin.59 Other names used include Isaacs' severe cramps, the pain may persist for
syndrome, quantal squander, generalized days. Needle recording consists of repeti-
myokymia, pseudomyotonia and normo- tive discharges of normal motor unit po-
calcemic tetany68,104 (see Chapter 29-4). tentials at a high frequency in the range
These syndromes probably constitute dif- of 200-300 Hz. Beginning with single po-
ferent diseases that vary in their clinical tentials or doublets, the activity gradually
and electrophysiological presentations de- spreads to involve other areas of a mus-
spite the shared feature of sustained in- cle. Several different sites may be acti-
voluntary motor activity. The sites of vated simultaneously or sequentially. The
generator responsible for different dis- discharges wax and wane for several min-
charges vary from proximal segments of utes, then abate spontaneously.
the nerve to the intramuscular nerve ter-
minals.93,122,143 Excess motor unit activ-
ity remains during sleep and after general 5 MOTOR UNIT POTENTIALS
or spinal anesthesia. Nerve block will be
effective if abnormal discharges originate
more proximally. Neuromuscular block The measures to define a motor unit po-
totally abolishes the abnormal activity, tential comprise amplitude, rise time, du-
confirming its neural origin. ration, phases, stability, and territory. A
Clinical examination shows undulating wide range of neuromuscular disorders al-
movements of the overlying skin and a de- ters the waveform in different but charac-
lay of relaxation after muscle contraction, teristic combinations. Hence, such abnor-
Types of Electromyographic Abnormalities 357
malities help distinguish primary muscle duration, increasing the time of the initial
diseases from disorders of neuromuscu- and terminal positivity. Thus, the dura-
lar junction and lower motor neurons. A tion of the motor unit potential serves as
decrease in spike duration and amplitude a measure of a larger part of the muscle
characterizes motor unit potentials in my- fiber population lying within some 2.5 mm
opathies associated with random loss of radius, but still not the entire motor unit
individual fibers.22 In neuropathies or an- territory, which measures 1-2 cm. Mean-
terior horn cell diseases, a loss of axons ingful assessment calls for comparison
results in a reduced number of units, al- of the measured value with the normal
though surviving fibers with sprouting range established in the same muscle for
give rise to a larger potential than normal. the same age group by the same tech-
Thus, taken together with abnormalities nique. 15,43
of insertional and spontaneous activities, Diphasic or triphasic motor unit poten-
changes in the size and recruitment pat- tials abound in normal muscles, with only
tern of the motor unit potential play an 5-15 percent having four or more phases.
essential role in the classification of weak- The number of polyphasic units increases
ness49,61
in diseases of the nerve and mus- in myopathy, in neuropathy, or in motor
cle. In addition, assessing motor unit neuron disease (Fig. 14-13). Polyphasia
potentials serially helps monitor the dis- indicates temporal dispersion of muscle
ease process based on sequential physio- fiber potentials within a motor unit. Ex-
logic changes which correlate with134histo- cessive temporal dispersion, in turn, re-
logic alteration of the motor unit. sults from differences in conduction time
along the terminal branch of the nerve or
Abnormalities of Motor
Unit Potentials
The following discussion deals with the
contrasting features of the motor unit po-
tential seen in myopathies and lower mo-
tor neuron disorders. Each type of change
occurs as a common feature in a number
of disease categories, as listed here and
described in greater detail later from clin-
ical points of view for individual entities
(see Chapters 23 through 29). Thus, such
abnormalities per se often fail to establish
a specific diagnosis.
The recorded amplitude varies greatly
with the position of the needle electrode
relative to the discharging unit. Selecting
a motor unit potential with a short rise
time of 500 us or less guarantees its prox-
imity to the recording surface. The num-
ber of single muscle fibers within the ap-
proximately 500 um recording radius
from the tip of the needle determines the
size of the negative spike. The muscle
fibers lying closer together near the
recording surface give rise to a higher am-
plitude. Hence, in general, the amplitude
aids in determining the muscle-fiber den- Figure 14-13. Polyphasic motor unit potentials
from the anterior tibialis in a 52-year-old man with
sity, not the motor unit territory. Distant amyotrophic lateral sclerosis. Temporal variability of
units not contributing to the amplitude of repetitive discharges in waveform suggests intermit-
the negative spike add to the motor unit tent blocking of some axon terminals.
358 Electromyography
over the muscle fiber membrane. Ex- than normal muscle.54 During neu-
trapotentials clearly separated from the rapraxia or an acute stage of axonotmesis,
main unit constitute a satellite poten- motor unit potentials, if recorded at all,
tial.34,53,145 Its presence suggests neu- show normal waveforms, indicating the
ropathy or myopathy: both have a five integrity of the surviving axons (Fig.
times higher incidence of such outliers 14-14).
Figure 14-14. A. Motor unit potentials from the extensor digitorum communis in a 20-year-old man with
partial radial nerve palsy. Minimal (a,d), moderate (b,e) and maxiinal voluntary contraction (c,f) recruited
only a single motor unit, which discharged at progressively higher rates. B. Motor unit potentials from the
extensor carpi ulnaris (a,b,c) and extensor carpi radialis longus (d,e,f) in the same subject. Maximal vol-
untary contraction recruited only a single motor unit firing at a high discharge rate.
Types of Electromyographic Abnormalities 359
nite weakness.21 Findings often vary the loss in number. In extreme instances,
among different muscles in the same pa- a single motor unit potential may discharge
tient or even from one site to another at frequencies as high as 50 Hz, produc-
within a given muscle. An adequate study ing a discrete "picket fence" interference
consists of exploration in different parts pattern with maximal effort (Fig. 14-17).
of the limb, sampling each muscle in sev- In late recruitment caused by failure of
eral areas. In some disease states, mus- descending impulses seen in upper motor
cles with minimal dysfunction may show neuron lesions, the excited motor units
no abnormality, whereas very severely dis- discharge more slowly than expected for
eased muscles may reveal only nonspe- normal maximal contraction and may
cific end-stage changes. Optimal evalua- show characteristic firing patterns160 (Fig.
tions, therefore, should include those 14-18). In one study of 15 stroke patients
moderately affected but not totally de- with paretic tibialis anterior, low-thresh-
stroyed by the disease process. Quantita- old motor units fired within the lower end
tive and discriminant analysis of motor of the normal range, whereas high-thresh-
unit potentials may improve diagnostic old motor units, if recruited at all, dis-
yields in distinguishing myopathic and charged below their normal range.57 Pa-
neuropathic changes.112,134 tients with hemiparesis also showed a
compression in the range of motor neu-
ron recruitment forces, and a failure to
6 RECRUITMENT PATTERN discharge motor units at a higher rate
during increased voluntary effort to con-
tract the paretic muscles.60 Thus, a lower
Lower and Upper Motor motor neuron weakness with a rapid rate
Neuron Disorders of discharge stands in good contrast to an
upper motor neuron or hysterical paraly-
The number and the average force con- sis with a slow rate of discharge, even
tributed by each functional motor unit dic- though both show a reduced interference
tates the recruitment pattern. In disorders pattern. In addition, hysterical weakness
of the motor neuron, root, or peripheral or poor cooperation often produce irregu-
nerve, increased effort to contract the mus- lar, tremulous firing of motor units, not
cle produces limited recruitment, reflect- seen in a genuine paresis unless the pa-
ing reduced numbers of excitable motor tient also suffers from essential or other
units. To maintain a certain force, surviv- type of tremor. Thus, isokinetic measure-
ing motor neurons must fire at an inap- ments of muscle strength reveal increased
propriately rapid rate to compensate for variability of tonus in repeated tests and
Figure 14-19. A. Early recruitment of the deltoid (o,b,c) and tibialis anterior (d,e,f] in a 9-year-old boy with
a 6-week history of dermatomyositis. (cf. Fig. 14-8D). Note abundant motor units discharging with increas-
ing effort from a through c and d through f during minimal muscle contraction. B. Early recruitment of the
biceps (a,b,c,d) and tibialis anterior (e,f,g,h) in a 7-year-old boy with Duchenne dystrophy, (cf. Figure 14-8E).
An excessive number of motor unit potentials appeared during minimal (cue), mild (b,f), moderate (c,g), and
maximal contraction (d,h).
burst, no fixed temporal or spatial rela- tor units in the muscles not under volun-
tionships emerge among them. Thus, suc- tary control (see Fig. 15-1). Simultaneous
cessive bursts vary in amplitude, duration, recording from multiple muscles confirms
waveform, and number of motor unit po- the presence of time-locked discharge of
tentials. A subclinical tremor burst could aberrant motor unit potentials, thus dif-
masquerade as a polyphasic motor unit po- ferentiating associated voluntary activity
tential of long duration, despite the vary- from involuntary synkinetic discharges.
ing appearance and rhythmic pattern.
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Chapter 15
EXAMINATION OF
NONLIMB MUSCLES
1. INTRODUCTION
2. MUSCLES OF THE FACE, LARYNX, AND NECK
Facial Muscles
Laryngeal and Nuchal Muscles
Diaphragm
3. EXTRAOCULAR MUSCLES
Recording Technique
Unique Properties of Extraocular Muscles
Neurogenic Extraocular Palsy
Myopathy and Myasthenia Gravis
Other Types of Gaze Palsy
4. TRUNCAL MUSCULATURE
Abdominal Muscles
Paraspinal Muscles
5. ANAL SPHINCTER
Indications and Technique
Resting and Voluntary Activities
Central Versus Peripheral Paralysis
370
Examination of Nonlimb Muscles 371
2 MUSCLES OF THE FACE, should open the mouth slightly and relax
LARYNX, AND NECK the jaw. In the mimetic muscles of the
face, motor unit potentials show low am-
plitude and short duration; reported val-
The ordinary techniques used for the ues 60range from 2.28 ± 0.3 ms (mean ±
skeletal muscles also apply in studies of SD) to 5 or 6 ms.19 The orbicularis oris
most voluntary muscles innervated by the contains some muscle fibers crossing
cranial nerves, with the exception of the from one side to the other. In the case of
laryngeal and extraocular muscles, as dis- unilateral denervation, therefore, activity
cussed below. The most commonly tested of muscle fibers innervated by the normal
muscles in the face and neck include the facial nerve on the unaffected side may
masseter, temporalis, orbicularis oculi, confuse the findings. Anesthetic block on
orbicularis oris, tongue, trapezius, and the healthy side can establish a complete
sternocleidomastoid. In the study of these loss of innervation on the side of the le-
muscles, holding their belly between the sion.17
index finger and thumb for firm immobi- After nerve injury, fibrillation potentials
lization generally facilitates the insertion appear slightly earlier in the face than in
of a needle electrode. the limb. Detection of spontaneous activ-
ity helps differentiate structural damage
to the axon from functional block in pa-
tients with peripheral facial palsy. The
Facial Muscles brevity and small amplitude of normal
motor unit potentials can mimic fibrilla-
Because of anatomic proximity, the nee- tion potentials in waveform (Fig. 15-1).
dle electrode placed in the orbicularis oris Accurate assessment of spontaneous po-
or oculi may detect distant potentials gen- tentials, therefore, calls for complete re-
erated in the masseter or temporalis mus- laxation of the muscle under study. As in
cle. To avoid this interference, the patient the skeletal muscles, the appearance of
nascent units precedes the clinical return cle implicate a lesion of the hypoglossal
of voluntary movement as the electrical nerve on one side or the other, depending
evidence of reinnervation. Aberrant re- on the direction of needle insertion. An al-
generation is the rule, not the exception, ternative method of placing the needle in
after the degeneration of the nerve from the lateral portion of the protruded tongue
the proximal trunk (see Fig. 17-11).48 causes more discomfort, often resulting in
Random misdirection may involve two an unsatisfactory recording. To study
branches of the facial nerve or two dis- spontaneous activity, the patient with-
tinct but anatomically close nerves, such draws the tongue to the floor of the mouth
as the facial and trigeminal nerves. In with the electrode in place. Deviation of
these cases, simultaneous recording from the tongue away from the needle gener-
the affected muscles substantiates the ates the motor unit potentials, and devi-
presence of synkinesis. ation toward the needle relaxes the mus-
cle. Its protrusion in the midline requires
simultaneous contraction on both sides.
Laryngeal and The innervation ratio of these muscles
Nuchal Muscles probably falls between those of the ex-
traocular and limb muscles.
The glossopharyngeal nerve and the re- The spinal accessory nerve supplies two
current branches of the vagal nerve sub- readily accessible muscles, the stern-
serve the same motor function in the lar- ocleidomastoid and the trapezius. The
ynx. Electromyographic studies can sternocleidomastoid has unique ipsilat-
characterize the paralytic involvement of eral supranuclear control, unlike most
the vocal cord, palate, and pharyngeal and other muscles, which receive crossed in-
laryngeal muscles.68,8264In one study with put from4 the contralateral cerebral hemi-
seven healthy subjects, the vocalis mus- sphere. Unilateral activation turns the
cle and cricothyroid showed a mean am- head away from the contracting muscle.
plitude of 426 uV and 500 uV and mean The muscle on the opposite side receives
duration of 3.5 ms and 4.4 ms, respec- reciprocal inhibition in healthy subjects,
tively. As in skeletal muscles, electromyo- but not in patients with torticollis (Fig.
graphic abnormalities of the pharyngeal 15-2). Bilateral contraction flexes the
and laryngeal muscles generally show bet- head forward. The activation of the trapez-
ter correlation with clinical findings of ius causes the patient to shrug the shoul-
lower motor neuron 57than upper motor ders upward toward the ears. The trapez-
neuron involvement. Pharyngeal elec- ius receives limited and inconsistent
tromyography, though technically feasi- motor contribution from C2, C3, and C4
ble, lies outside the routine studies58con- roots.55
ducted in an ordinary laboratory. In
patients with vocal cord paralysis, the ab-
sence of motor unit potentials indicates Diaphragm
poor outcome, although the reverse does
not necessarily hold.32 Studies of these The sternal origin of the diaphragm arises
anatomic structures may need a flexible from the xiphoid process. Here, the mus-
wire electrode, usually inserted with the cle is easily accessible to a needle elec-
help of an otolaryngologist. In contrast, trode inserted behind 38 the bone slightly off
submental surface electrodes suffice to midline to either side. An alternative ap-
monitor laryngeal movements.33 proach uses needle placement in the
For examination of the tongue, most in- costal insertion of the diaphragm at the
vestigators recommend inserting the nee- anterior axillary line, distant from the ma-
dle from the bottom through the under jor vessels, pleura, lungs, and abdominal
surface of the mandible, 2 to 3 cm poste- viscera.65 Insertion of the needle perpen-
rior to the tip of the chin. With this tech- dicular to the upper border of the ninth
nique, the needle passes through the ge- or tenth rib avoids the intercostal nerves
nioglossus muscle before reaching the and arteries, which run along the lower
tongue itself. Abnormalities of either mus- border of the respective ribs. The needle
Examination of Nonlimb Muscles 373
a b c d
Figure 15-2. Torticollis on the right in a 30-year-old woman. Each pair of recordings shows muscle action
potentials registered simultaneously from right (upper tracing) and left (lower tracing) sternocleidomastoid.
During the sequential recordings, the patient either faced straight ahead (a and c) or turned the head to the
right (b) or left (d). The muscle on the right continuously discharged regardless of the head position, whereas
the muscle on the left fired only when the subject turned the head to the opposite direction (b).
must pass the intercostal muscle to reach Ocular studies also help detect abnor-
the diaphragm, which can be readily iden- malities of eye movements attributable to
tified by rhythmical discharges synchro- mechanical limitations, such as disloca-
nous with respiration. Different types of tion of the globe, anomalies in tendon at-
neuromuscular diseases may involve the tachment, presence of fascial bands con-
diaphragm, causing respiratory symp- necting one muscle with another, and
toms.2,29,30,31,51 In addition to phrenic fibrous tissue partly replacing the ex-
nerve conduction, needle study of the di- traocular muscles. Assessment of electri-
aphragm provides great assistance in cal activity of the extraocular muscles re-
identifying the nature and site of a disor- veals no abnormality in most patients
der.12,24 Diaphragmatic studies depend with mechanical strabismus.
heavily on the assessment of spontaneous
discharges at rest and the interference
pattern produced by respiration, because Recording Technique
few patients can contract the muscle par-
tially. In one study,53 turns analysis Monopolar needle electrodes currently in
demonstrated a substantial overlap be- use have an insulated shaft about 0.25
tween neuropathic and myopathic in- mm in diameter with a bare tip. Record-
volvement. ing requires either an indifferent electrode
placed on the tip of the nose or a ble-
pharostat attached to the eyelid. Some in-
3 EXTRAOCULAR MUSCLES vestigators prefer a fine concentric elec-
trode, 1-1.5 inches long and similar to a
30-gauge hypodermic needle in diameter.
Early work9,50,71 provided detailed de- The needles come in different sizes, rang-
scriptions of electromyography in the ex- ing from 0.25-0.5 mm in external diame-
traocular muscles, and indicated its use- ter with a leading area varying from
fulness in differentiating causes of 0.005-0.015 mm2. Simultaneous record-
paralytic squint, such as denervation, oc- ing from a second needle electrode placed
ular myopathy, and myasthenia gravis. in an agonist or antagonist muscle allows
374 Electromyography
nerve. Electromyography, in principle, re- tation may have abundant electrical ac-
veals the same abnormalities as those in tivity in the remaining normal units de-
denervated limb muscles. In the extraoc- spite mild palsies. This finding will mimic
ular muscle, however, physiologic tonic those seen in patients with ordinary stra-
discharge with the eyes in the primary po- bismus, who also have nearly normal mo-
sition may obscure pathologic discharges. tor unit activity on attempted rotation de-
To compound the problem, the normally spite limitation of movement.
brief motor unit potentials resemble fib-
rillation potentials. Studies can still con-
firm denervation with certainty in a Myopathy and
paretic muscle where spontaneous activ- Myasthenia Gravis
ities occur independent of any attempted
contraction. Reinnervation results in Electromyography in ocular myopathy,
high-amplitude motor unit potentials of unlike that seen in neurogenic paralysis,
long duration with increased polyphasic shows preservation of a normal interfer-
activities, but to a lesser extent than in ence pattern with no evidence of dener-
skeletal muscles. Large motor unit poten- vation.10 The abundance of brief, low-am-
tials frequently accompany aberrant re- plitude motor unit potentials suggests
generation of oculomotor nerves.16 random loss of individual muscle fibers
As in limb muscles, slow recruitment of without major loss in the number of func-
motor unit potentials suggests neurogenic tional motor units.35 Except in advanced
weakness of the extraocular muscles with cases, myopathic features may escape de-
a reduction of the interference pattern ap- tection because normal extraocular mus-
proximately in proportion to the degree of cles show a similar pattern. Myasthenia
paresis. Examination shows no motor gravis affects the ocular muscles early,
unit potentials in a totally paretic muscle causing diplopia and abnormal fatigue of
with attempted maximal contraction, al- eye movements. Thus, needle studies of
though rarely to the extent of complete the extraocular muscles may help estab-
electrical silence, even in severe palsies. lish the diagnosis in patients with normal
The interference pattern may consist of limb muscles. In myasthenia gravis, the
repetitive discharges from a single motor amplitude of a motor unit potential fluc-
unit in severe, but incomplete, paralysis. tuates or steadily declines during sus-
Patients without definite limitation of ro- tained contraction. Progressive decrease
376 Electromyography
at rest maintains sustained firing of iso- To test voluntary activity, the patient
lated motor unit potentials at a low rate. contracts the sphincter as though at-
This activity varies considerably with tempting to hold a bowel movement. The
changes in subject position. The activity motor unit potentials range from 5.5 to
continues during sleep, although the dis- 7.5 ms in duration and from 200 to 500
charge rate drops substantially compared uV in amplitude.21,59 In one study,6 pa-
with that during wakefulness. Sphincter tients with fecal incontinence exhibited
activity ceases completely only during at- prolongation of mean motor unit potential
tempted defecation. Conversely, volitional duration, compared with matched con-
contraction of the anal sphincter inhibits trols. Digital examination of the anus,
rectal motility based on reciprocal inner- coughing, or crying elicits reflex activity of
vation between the rectal musculature the sphincter. A full interference pattern
and the striated muscle of the anal sphinc- should accompany a normal maximal
ter. The presence of physiologic tonic ac- contraction, whether induced voluntarily
tivity at rest makes detection of abnormal or reflexively. Reliability of grading the de-
spontaneous potentials difficult in a par- gree of such discharge, as in the skeletal
tially denervated muscle. In contrast, the muscles of the limb, depends on patient
paretic sphincter may reveal abundant fib- cooperation.78 Some subjects can neither
rillation potentials, positive sharp waves, relax nor contract the sphincter during
and complex repetitive discharges, as in the test, as instructed by the examiner. In
any denervated limb muscles. these cases, an appraisal of sphincteric
Figure 15-6. Recording from anal sphincter in a 16-year-old girl with incontinence. Tracings include con-
tinuous discharge at high frequency, resembling very prominent end-plate noise (a,b,c), complex repetitive
discharges (d,e,f), and very polyphasic fasciculation potentials (g,h,i), all recorded in a localized small area
of the sphincter with the patient completely at rest. In i, each sweep triggered by a recurring fasciculation
potential shows a consistent late component following the main discharge.
Examination of Nonlimb Muscles 381
tone by the interference pattern might er- muscles show evidence of conspicuous
roneously suggest a central lesion. Expe- denervation.66 In contrast, abnormal
rienced electromyographers, however, can spontaneous activity serves as a specific
usually correlate electrical activity and marker for neuronal degeneration of
sphincter tone with reasonable accuracy. Onuf's nucleus in multiple system atro-
phy63,67 and progressive supranuclear
palsy.75 In one series of 126 patients with
Central Versus suspected multiple system atrophy, 82
Peripheral Paralysis percent of those with definite diagnosis
had an abnormal sphincter studies.36,56
Paralysis of the striated sphincter may re- This finding also helps differentiate mul-
sult from a pure central, pure peripheral, tiple system atrophy from Parkinson's dis-
or mixed lesion. Central paralysis causes ease.3,8,77
reduction in voluntary discharges with
preservation of reflexive activation. The in-
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Chapter 16
SINGLE-FIBER AND
MACRO ELECTROMYOGRAPHY
1. INTRODUCTION
2. RECORDING APPARATUS
Electrode Characteristics
Amplifier Settings
3. SINGLE-FIBER POTENTIAL
Recording Procedures
Recommended Criteria
4. FIBER DENSITY
Definition and Clinical Significance
Determination of Fiber Density
Duration and Mean Interspike Intervals
5. JITTER AND BLOCKING
Definition and Basic Physiology
Determination of Jitter
Normal and Abnormal Jitter Values
6. MACRO AND SCANNING ELECTROMYOGRAPHY
7. CLINICAL VALUES AND LIMITATIONS
Motor Neuron Disease
Peripheral Neuropathy
Disorders of Neuromuscular Transmission
Myopathy
Other Applications
Figure 16-1. Electrical field around a muscle fiber recorded with a small (S) and a large (L) leading-off sur-
face. The size of the recording area primarily determines the magnitude of shunting across the high- den-
sity isopotential lines near the generator source, but to a lesser degree further in the periphery. This in turn
dictates the relationship between the amplitude recorded and the electrode distance from the source—a much
steeper decline in potential per unit radius with a smaller leading-off surface (see Figure 13-6). [From Stalberga
and Trontelj,115 with permission.]
386 Electromyography
twigs of the entire motor unit.95,114 This and other particulars, which dictate the
allows recording of the SFEMG from a sin- accuracy of analysis. Each laboratory
gle motor unit firing in response to elec- should establish its own normal values.
trical stimulation. In cooperative subjects, The use of a high-pass filter set at 500
slight, steady voluntary muscle contrac- Hz eliminates most low-frequency re-
tion also reliably generates isolated motor sponses that represent volume-conducted
unit potentials, a preferred method of potentials from distant muscle fibers.7 In
studying SFEMG. this situation, even regular needle elec-
The recommended recording proce- trodes register the activity selectively from
dure20,116 calls for amplifier sensitivity of a few muscle fibers located nearby. Thus,
0.2-1 mV and sweep of 0.5-1 ms/cm for low-frequency attenuation helps record
initial exploration. The needle is inserted single-fiber potentials with the monopolar
into the slightly contracting muscle with or concentric needle. Although this type
the subject comfortably lying down or of recording does not accurately distin-
seated. Optimal acquisition of single-fiber guish single-fiber responses from sum-
potentials depends primarily on main- mated potentials of more than one fiber,
taining the needle at the critical area with it sometimes reveals abnormal complexity
a steady hand. Small shifts in position re- and instability of the motor unit not oth-
sult in radical changes in the waveform and erwise appreciated. This approach may
amplitude of the recorded response. The bridge the gap between SFEMG and con-
clear, high pitched sound of a single-fiber ventional electromyography.74,116,135
discharge, audible over the loudspeaker,
indicates a suitable site for further study.
Careful rotation and advancement or re- 4 FIBER DENSITY
traction of the needle then maximizes the
potential on the oscilloscope. The trigger
level set on the initial positive deflection Definition and
of the action potential allows consecutive Clinical Significance
discharges to superimpose on a storage
scope screen using a new sweep of 20 A single-fiber electrode randomly inserted
us/cm. A constant waveform of the suc- into a slightly contracting normal muscle
cessive tracings confirms a single muscle generally records activities derived from
fiber discharge, whereas varying wave- only one muscle fiber. The electrode may
forms indicate a composite action poten- occasionally lie close to two or more mus-
tial not suitable for analysis. cle fibers of the same motor unit. The
recorded activity then consists of multiple
single-fiber potentials discharging syn-
Recommended Criteria chronously within the recording radius of
the single-fiber electrode (Fig. 16-2). Re-
The criteria for accepting a potential as peated counting of such spikes with am-
generated by a single muscle fiber near plitude greater than 200 uV determines
the needle include peak-to-peak ampli- the electromyographic fiber density, de-
tude exceeding 200 uV; rise time from the fined as the mean number of associated
positive to the negative peak of less than single-fiber potentials that fire almost
300 us; and successive discharges with a synchronously with the initially identified
constant waveform, assessed with a time potential.113 All potentials greater than
resolution of 10 uS or better. The ampli- 200 uV originate within a 300 um radius
tude of a single-fiber discharge decreases of the116recording surface in the normal
to less than 200 uV at a distance greater adult. Thus, the motor unit fiber den-
than 300 um. Thus, counting the spike sity indicates the average number of sin-
discharge fulfilling the above criteria re- gle muscle fibers belonging to the same
veals all the muscle fibers of a motor unit motor unit within this radius.
located within this radius. Commercially Fiber density provides a measure of
available SFEMG systems may provide muscle fiber clustering, rather than the
different time resolution of the amplifier total number of muscle fibers within a mo-
388 Electromyography
tor unit. Random loss of muscle fibers within the motor unit.25,68,116 Studies
generally escapes detection by this tech- have shown a slightly higher density in
nique, because, by definition, the lowest the frontalis and lower values in the bi-
possible value is 1.0. However, a local con- ceps brachii. Subjects under the age of 10
centration of action potentials or an in- years and over the age of 60, in general,
crease in fiber density usually indicates have slightly higher counts (Table 16-1).
the presence of collateral sprouting.111 Fiber density increases slowly throughout
Fiber density rivals histochemical fiber life, with faster progression after the age
grouping in identifying rearrangements of 70 years, perhaps indicating degenera-
tion of motor neurons with aging, com- search provides an additional means of
pensated for by reinnervation.113 characterizing the motor unit. This value,
defined as the time difference between the
first and last single-fiber potentials of the
Determination of same motor unit recorded at each random
Fiber Density insertion, reflects the difference in nerve
terminal conduction, neuromuscular trans-
Fiber density determination depends on mission, and muscle fiber conduction times
recording a single-fiber potential with the within the recording radius of the needle.
leading-ofif surface of the electrode opti- In practice, each recording site provides a
mally positioned close to the identified measure of the interval from the baseline
fiber. In practice, moving the needle tip intersection of the first potential to the re-
back and forth and rotating it will achieve turn to the baseline of the last potential.
the maximal amplitude of the identified po- The average of at least 20 such measure-
tential with the trigger level of the oscillo- ments normally yields a duration of 4 ms
scope set at 200 uV. Adequate stabiliza- or less in over 95 percent of all multiple-
tion of the first action potential facilitates potential recordings in the extensor digi-
counting the number of simultaneously torum communis. In contrast, values may
firing single muscle fibers for at least 5 reach as high as 40-50 ms in some patho-
ms after the triggering spike. For inclu- logic conditions.
sions, an action potential must have an Dividing the total duration by the num-
amplitude exceeding 200 uV and a rise ber of interspike intervals, or the number
time shorter than 300 us with a high-pass of spikes minus one, yields another index
filter set at 500 Hz. The needle is then fur- called the mean interspike interval The nor-
ther advanced to identify another single mal values in the extensor digitorum com-
muscle fiber potential. This procedure, munis range from 0.3 to 0.7 ms. This
repeated at 20 different sites in the mus- measure increases in muscular dystrophy,
cle, allows calculation of the fiber density polymyositis, and early reinnervation.116
as the average number of simultaneously
firing single muscle fibers within the
recording radius of the single-fiber elec-
trode. For example, isolated discharges of
5 JITTER AND BLOCKING
a single muscle fiber at ten different
recording sites and two fiber discharges Definition and Basic Physiology
at ten other insertions would yield an av-
erage fiber density of 1.5. In some disease A series of single-fiber potentials recorded
states, a complex pattern of discharges after repetitive stimulation of the nerve
may preclude counting the number of as- show almost, but not exactly, the same
sociated spikes. This situation calls for re- latencies with each stimulus. This latency
porting the percentage of needle inser- variability, on the order of tens of mi-
tions that encounter only one single-fiber croseconds, represents electromyographic
potential without associated spikes. Iso- jitter (Fig. 16-3), the term previously used
lated discharges of a single fiber occur in in the engineering literature to denote in-
65-70 percent of random insertions in the stability of a time base generator.18 Repet-
normal extensor digitorum communis itive discharges of a single muscle fiber
muscle. Only two fibers discharge in the when evoked as H reflex show a greater la-
remaining 30-35 percent, and triple po- tency variability than direct responses. H
tentials appear in 5 percent or less.113 reflex jitter, largely derived from synaptic
transmission between the Group IA affer-
ent and the motor neuron, in addition to
Duration and Mean the neuromuscular junction,50,122 shows
Interspike Intervals a correlation with age, motor unit size,
and recruitment threshold.1,48 Antidromic
The duration of the action potential com- rather than reflexive activation of a single
plex determined during the fiber density motor neuron results in F wave with jit-
390 Electromyography
ter values less than an H reflex but more of the same axon (Fig. 16-4). The patient
than a direct response. slightly activates the muscle under study,
Axonal microstimulation serves as a con- and the examiner moves and rotates the
venient alternative to study the jitter at the needle until at least two time-locked sin-
individual motor end plates.58,117,125,12? gle potentials appear. Skillful use of trig-
Some propose the use of surface stimula- gering mechanisms, coupled with delay
tion to further simplify the method.23 lines, allows stable repetition of those dis-
Compared to voluntary activation, the stim- charges on the screen. The interpotential
ulation technique has the advantage of interval, then, represents the difference in
providing perfect control of the discharge conduction time from the common branch-
rate, including pauses in activity, for ing point to each fiber within the same mo-
quantitative estimation of the neuromus- tor unit.
cular defect.4,117 It obviates the need to In this type of recording, electromyo-
search for muscle fiber pairs. It enables graphic jitter equals the degree of vari-
testing of young children and comatose or ability in the interval, that is, the com-
uncooperative patients, as well as those bined variability of the two responses,
with impaired voluntary motor control.127 measured with one of the two discharges
Stimulation technique occasionally re- taken as a time of reference. This stands
veals abnormalities that otherwise escape in contrast to the jitter measured by stim-
detection. For example, bimodal latency ulation of a single axon, representing the
distribution seen in patients with myas- variability of only one response. Statisti-
thenia gravis120,127 implies the presence cal analysis shows that the values ob-
of dual neuromuscular junction supplied tained with voluntary contraction equal
either by a single or two different motor 2 times the stimulated single fiber jit-
neurons.128 ter.117 Any factor influencing the conduc-
Routine jitter measurements in cooper- tion of any component will affect jitter. For
ative patients depend on the voluntary ac- example, jitter may result from variability
tivation of muscle to isolate a pair of sin- in the conduction of impulses along the
gle-fiber potentials from two muscle fibers nerve and muscle fibers. These factors,
innervated by adjacent terminal branches however, contribute little unless the
Single-Fiber and Macro Electromyography 391
Figure 16-4. Determination of jitter by simultaneous recording from two muscle fibers, M1 and M2, within
the same motor unit. The potential from M1 triggers the sweep, although the use of a delay line allows its
display from the onset. The potential from M2 appears after a short interpotential interval determined by the
difference in conduction time from the common branching point (B) to the recording electrode (E). The vari-
ability of the interpotential interval (jitter) occurs mainly at the motor end-plates, with some contribution
from changes in propagation time along the terminal axons and muscle fibers. Calibration in the strip record-
ing: 2 mV and 500 us. [From Dahlback, Ekstedt, and Stalberg,11 with permission.]
paired potentials show an excessive in- filling the criteria. If the first of the paired
terval or very rapid firing, as discussed responses triggers the oscilloscope sweep,
below. Thus, the motor end plate consti- then the changing delay of the second po-
tutes the main source of jitter in normal tential of the pair indicates the variability
muscles.85,110 A slight change in the ris- in the interpotential interval. Jitter may
ing slope of the end plate potential (see increase erroneously unless the examiner
Fig. 16-3) and fluctuation in the thresh- strictly adheres to the recommended cri-
old of the muscle membrane necessary for teria to analyze only potentials greater
generation of an action potential probably than 200 uV in amplitude with a rise time
account for most of the variability in shorter than 300 us. Other sources of er-
transmission time at the neuromuscular ror include use of an unstable trigger,
junction.59 measurement of a potential pair separated
When jitter increases excessively, the by less than 150 us, and determination of
second potential fails. This phenomenon, jitter in potentials on the descending
referred to as "blocking," occurs more phase of the triggering discharge.
commonly in pathologic conductions such Most investigators express electromyo-
as in myasthenia gravis, but also, to a graphic jitter as the mean 16value of con-
lesser extent, in normal subjects, espe- secutive differences (MCD), rather than
cially after age 50.21 the standard deviation about the mean in-
terpotential interval, which reflects not
only the short-term random variability but
Determination of Jitter also the slow fluctuation in muscle fiber
propagation velocity. Superimposed slow
Jitter measurement uses the same tech- latency shifts will cause an increase in the
niques as those described for fiber-den- overall value, even though actual jitter be-
sity assessments, except for the need to tween potentials on sequential firing re-
identify paired single-fiber potentials ful- mains the same. In contrast, the compar-
392 Electromyography
ison of sequential discharges measures lows within approximately 1 ms. After su-
only the short-term variation. A series of perimposition of 10 paired discharges, the
consecutive differences has the additional latency difference between the baseline in-
advantage of being more easily computed. tersection points of the earliest and latest
Jitter values expressed by this method re- second potentials provides the time range
main the same during continuous activ- of 10 discharges. The average value of this
ity lasting up to 1 hour.16 measure from five different sampling sites
Most digital instruments offer software in the same muscle gives the mean range
for automatic analysis of jitter and display of 10 discharges. Multiplying it by 14
a factor
of the results by numeric or graphic of 0.37 yields an estimated MCD. Simi-
means. Without such a program, manual larly, another conversion factor of 0.49 ap-
determination of jitter depends on photo- plies for the mean range of 5 discharges
graphic superimposition of 50 sweeps in from ten different sites. The value obtained
groups of 5 or 10 discharges with a sweep by these formulas gives a good approxi-
speed of 200 us/cm or faster (Fig. 16-5). mation of the actual jitter value calculated
If the first potential triggers the oscillo- by a computer program.65,79
scope, then the jitter equals the variability Muscle fiber propagation slows sub-
of a series of second potentials, which fol- stantially upon rapid firing, because suc-
digitorum cornrnunis, jitter remains rela- peratures would explain increased jitter
tively constant in persons younger than and paradoxically smaller decrement;
70. It increases around the age of 50 in fewer quanta released by the first impulse
the tibialis anterior, probably secondary leave more quanta available for subse-
to neurogenic change.114 Normal muscles quent release. Increases in temperature
show the same jitter regardless of the in- between 35° and 38° C do not normally
nervation rates or the recording site rela- change jitter value.
tive to the end-plate zone. Abnormal jit- In normal muscles, jitter may increase
ter, when found in normal muscle, usually during ischemia or following administra-
occurs as part of a triplet or multiplet.57 tion of curare. Conversely, cholinesterase
Neuromuscular jitter may increase during inhibitors may mask the findings of in-
continuous voluntary activation in pa- creased jitter in patients with myasthenia
tients with myasthenia gravis, spinal gravis.64 Abnormal jitter occurs not only
muscular atrophy, or motor neuron dis- in diseases of neuromuscular transmis-
ease, but not in normal subjects.45 Occa- sion21 but also in many other conditions
sional bimodal distribution of response associated with conduction defects of
latencies obtained during axonal micro- nerve and muscle.19,20,51 It may also re-
stimulation suggests multiple innervation sult from unusually low end-plate po-
of muscle fibers by the coexisting neuro- tentials or from a high threshold of the
muscular junctions from the same or dif- muscle fiber membrane. In general, an in-
ferent motor neurons.128 crease in jitter values, typically beyond
In most recordings showing an interval 80-100 us, precedes the transmission
of less than 4 ms, changes in conduction block. Blocking of single muscle fiber dis-
time by prior discharge largely cancel out charges results in a reduction amplitude of
between the two potentials. Thus, jitter re- the compound muscle action33potential with
sults primarily from variability in neuro- repetitive nerve stimulation. SFEMG can
muscular transmission. To support this detect increased jitter before blocking and
view, nonparalytic doses of tubocurarine, impulse blocking at levels below the res-
known to block end plate depolarization, olution of surface recording of compound
cause jitter to increase without changing potential.33,81 Chronic muscular activity
the shape and amplitude of the single also leads to increased jitter and other mi-
muscle fiber potentials.18 In pathologic nor SFEMG abnormalities, presumably as
conductions where the interval may reach the result of mild denervation and rein-
many milliseconds, however, variability in nervation of nerve terminals.93
the propagation velocity may contribute to
the jitter. In fact, jitter changing with fir-
ing rate may reflect this type of underly- 6 MACRO AND SCANNING
ing pathology. In myasthenia gravis char- ELECTROMYOGRAPHY
acterized by postsynaptic defect, the rapid
firing rate increases jitter, even with an
interval of less than 4 ms. In presynaptic Compared with the single-fiber electrode
disorders such as myasthenic syndrome that covers the radius of some 300 um, the
and botulism, jitter increases at slow fir- concentric or monopolar needle records ac-
ing rates and decreases at fast rates. tion potentials from a much wider zone
Jitter increases 2-3 us per degree centi- with a radius of about 500 um to 1 mm.
grade as the temperature of the muscle Motor unit territories, however, extend
falls from 36° to 32° C, followed by a more much further, varying in size from 5 to 10
rapid change of about1067.5 us per degree mm. To capture the total electrical activ-
centigrade thereafter. Despite an in- ity generated by a motor unit, the elec-
crease in the jitter value, a train of stim- trode must have a much greater record-
uli shows a less decrement of the com- ing surface. Such an electrode registers
pound muscle action potentials with activities from a number of motor units
cooling. A number of factors may con- because muscle fibers from different units
tribute to the apparent discrepancy. De- intermingle within the recording zone.
fective release of transmitters at low tem- Macro electromyography (EMG) using a
Single-Fiber and Macro Electromyography 395
Figure 16-7. Examples of100macro motor unit potentials recorded in normal muscle and amyotrophic lateral
sclerosis. [From Stalberg, with permission.]
studies of clinically weak muscles showed soleus H-reflex pathway. Muscle Nerve 15:
increased jitter in 54 percent of the 21-26, 1992.
2. Adrian ED, Bronk DW: The discharge of im-
recordings and blocking in less than 10 pulses in motor nerve fibers. Part II. The fre-
percent. In another series of 20 patients, quency of discharge in reflex and voluntary con-
SFEMG confirmed the original diagnosis tractions. J Physiol (Lond) 67:119-151, 1929.
in 16 unequivocal cases and helped differ- 3. Andersen H, Stalberg E, Gjerstad MD, Jakob-
entiate the four indeterminate cases into sen J: Association of muscle strength and elec-
trophysiological measures of reinnervation in
myopathic and neurogenic categories.91 diabetic neuropathy. Muscle Nerve 21:1647-
Patients with facioscapulohumeral dys- 1654, 1998.
trophy97 and chronic progressive external 4. Arimura K, Stalberg E, Arimura Y, Takenaga S:
ophthalmoplegia55 had findings similar to Pattern of stimulus-dependent jitter abnormal-
ities in neuromuscular disorders. In Kimura J,
those reported in limb-girdle dystrophy. ShibasaM H (eds): Recent Advances in Clinical
Another study of 56 patients correlat- Neurophysiology, Elsevier Science BV, Amster-
ing SFEMG with histochemistry revealed dam, 1996, pp 276-279.
slightly increased fiber density in the ma- 5. Bauermeister W, Jabre JF: The spectrum of con-
jority of patients with acid maltase defi- centric macro EMG correlations. Part I: Normal
subjects. Muscle Nerve 15:1081-1084, 1992.
ciency, limb-girdle dystrophy, and poly- 6. Bertorini T, Stalberg E, Yuson CP, Engel WK:
myositis and in nearly half of those with Single fiber electromyography in neuromuscular
mitochondrial myopathy.6 In contrast, pa- disorders: Correlation of muscle histochemistry,
tients younger than 40 with muscle phos- single-fiber electromyography and clinical find-
ings. Muscle Nerve 17:345-747, 1994.
phorylase deficiency, myotonia congenita, 7. Borenstein S, Desmedt JE: Local cooling in
or hypokalemic periodic paralysis had no myasthenia: Improvement of neuromuscular
abnormality. In polymyositis, a segmental failure. Arch Neurol 32:152-157, 1975.
degeneration separates a portion of the af- 8. Bromberg MB, Scott DM, the Ad Hoc Commit-
fected muscle fiber from its motor end tee of the AAEM Single Fiber Special Interest
Group: Single fiber EMG reference values: Re-
plate. Collateral sprouts then reinnervate formatted in tabular form. Muscle Nerve
the denervated portion of the muscle fiber. 17:820-821, 1994.
This probably accounts for the presence 9. Chaudhry V, Crawford TO: Stimulation single-
of fibrillation potentials, increased fiber fiber EMG in infant botulism. Muscle Nerve
22:1698-1703, 1999.
density, and increased jitter and block- 10. Chaudhry V, Watson D, Bird S, Cornblath D:
irig.40 In myotonic dystrophy, high-fre- Stimulated single-fiber electromyography in
quency discharges recorded in SFEMG Lambert-Eaton myasthenic syndrome. Muscle
progressively decrease in amplitude and Nerve 14:1227-1230, 1991.
increase in rise time. In one series,62 fiber 11. Dahlback LO, Ekstedt J, Stalberg E: Ischemic
effects on impulse transmission to muscle
density exceeded the normal range in 84 fibers in man. EEG Clin Neurophysiol 29:579-
percent, and jitter in 20 percent, of the 591, 1970.
measurements. 12. De Koning P, Wieneke GH, Van Der Most Van
Spijik D, Van Huffelen AC, Gispen WH, Jen-
nekens FGI: Estimation of the number of mo-
tor units based on macro-EMG. J Neurol Neu-
Other Applications rosurg Psychiatry 51:403-411, 1988.
13. Desmedt JE, Borenstein S: Regeneration in
SFEMG has revealed abnormalities in other Duchenne muscular dystrophy: Electromyo-
graphic evidence. Arch Neurol 33:642-650,
disorders not overtly associated with neu- 1976.
romuscular diseases, possibly implicating 14. Ekstedt J: Human single muscle fiber action
subclinical disturbance of muscle123fibers. potentials. Acta Physiol Scand (Suppl 226) 61:
These include idiopathic scoliosis, post- 1-96, 1964.
15. Ekstedt J, Haggqvist P, Stalberg E: The con-
viral fatigue syndrome,52 and healthy mus- struction of needle multi-electrodes for sin-
cles following a period of disuse.36 gle fiber electromyography. Electroencephalogr
Clin Neurophysiol 27:540-543, 1969.
16. Ekstedt J, Nilsson G, Stalberg E: Calculation
of the electromyographic jitter. J Neurol Neu-
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Part V
SPECIAL TECHNIQUES AND
STUDIES IN CHILDREN
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Chapter 17
THE BLINK REFLEX
1. INTRODUCTION
2. DIRECT VERSUS REFLEX RESPONSES
Stimulation of the Facial Nerve
Stimulation of the Trigeminal Nerve
3. NORMAL VALUES IN ADULTS AND INFANTS
Latencies of the Direct and Reflex Responses
Upper and Lower Limits of Normal Values
4. NEUROLOGIC DISORDERS WITH ABNORMAL BLINK REFLEX
Lesions of the Trigeminal Nerve
Bell's Palsy
Synkinesis of Facial Muscles
Hemifacial Spasm
Acoustic Neuroma
Polyneuropathy
Lesions in the Brainstem and Spinal Cord
Multiple Sclerosis
Wallenberg Syndrome
Facial Hypoesthesia
Other Disorders
5. ANALYSIS OF THE R1 COMPONENT
Direct Involvement of the Reflex Arc
Effect of Lesions Outside the Reflex Pathway
Degree of Slowing
6. ANALYSIS OF THE R2 COMPONENT
Direct and Remote Effect on Polysynaptic Pathways
Level of Consciousness and Perception of Pain
Altered Excitability of Interneurons
Figure 17-1. A. Top. Stimulation and recording arrangement for the blink reflex, with the presumed path-
way of R1 through the pons (1) and ipsilateral and contralateral R2 through the pons and lateral medulla (2
and 3). The schematic illustration shows the primary afferents of R1 and R2 as one fiber, as details of poly-
synaptic central connections of these reflexes are unknown. Bottom. A typical oscilloscope recording of the
blink reflex after right-sided stimulation. Note an ipsilateral R1 response and bilateral simultaneous R2 re-
sponses. [Modified from Kimura,59 with permission.] B. Five basic types of blink reflex abnormalities. From
top to bottom, the finding suggests the conduction abnormality of (1) afferent pathway along the trigeminal
nerve; (2) efferent pathway along the facial nerve; (3) main sensory nucleus or pontine intemeurons relay-
ing to the ipsilateral facial nucleus (1 in A); (4) spinal tract and nucleus or medullary interneuronal path-
ways to the facial nuclei on both sides; (5) uncrossed medullary intemeurons to the ipsilateral facial nu-
cleus (2 in A); and (6) crossed medullary intemeurons to the contralateral facial nucleus (3 in A). Increased
latencies of R1 usually indicate the involvement of the reflex arc itself, whereas the loss or diminution of R1
or R2 may result not only from lesions directly affecting the reflex pathway but also from those indirectly
influencing the excitability of the intemeurons or motor neurons.
411
Figure 17-2. Technique for recording the direct re-
sponse. A. Stimulation of the facial nerve trunk with
the cathode placed just anterior to the mastoid
process elicits compound muscle action potentials
in all mimetic muscles of the face ipsilaterally. Stim-
ulation of buccalis (B), zygomaticus (C), or other
branch activates the target muscle more selectively,
minimizing movement artifact. Recording from the
nasalis with G1 placed on the ipsilateral side of the
nose and G2 on the other side often gives rise to a
discrete compound muscle action potential (A and
B). The test performed in conjunction with the blink
reflex uses the active electrode (G1) and the refer-
ence electrode (G2) placed on the lower portion of
the orbicularis oculi (C) (see Fig. 1-3).
412
The Blink Reflex 413
The amplitude of the direct response varies tion, the remaining axons tend to show a
with the number of functional motor ax- normal or only slightly increased onset la-
ons, whereas the onset latency reveals the tency. In contrast, the amplitude of the
distal conduction of the fastest fibers. direct response determines the degree of
Recording electrodes consist of G1 axonal loss for accurate assessment of
placed on the orbicularis oculi, orbicularis prognosis. Comparison between the sides
oris, quadratus labii, or nasalis, and G2 in the same individual provides a more
on the same muscle on the opposite side sensitive measure than the absolute
or on the nose. When necessary, selective value, which varies substantially from one
stimulation of a given branch of the facial subject to the next. An amplitude reduc-
nerve elicits an isolated response from any tion to one half that of the response on
of the muscles of the face (Fig. 17-2B,C), the normal side suggests distal degener-
including the posterior auricular mus- ation.
cle.21 Some investigators prefer to record More importantly, serial determinations
from a needle placed in the orbicularis reveal progressive amplitude changes as
oris just superior to the corner of the an increasing number of axons degener-
mouth or in the orbicularis oculi at the ates in time (Fig. 17-3). Distal stimulation
lateral epicanthus. Surface electrodes are elicits a normal response for a few days,
generally better for assessment of com- even after complete separation of the
pound muscle action potentials, although nerve at a proximal site. By the end of the
needle study is useful for selective record- first week, however, the amplitude drops
ing from a small or atrophic muscle. The abruptly, coincident with the onset of in-
coaxial needle gives a slightly better end- excitability of neuromuscular junction fol-
point than the monopolar needle used in lowed by nerve degeneration, Thus, a nor-
conjunction with a reference electrode mal direct response during the first week
placed on the side of the nose. A larger after injury promises a good prognosis.
electrode placed on the forehead or under With shocks of very high intensity, a stim-
the chin serves as the ground. ulating current may inadvertently activate
Reported normal values for facial nerve the masseter muscle at its motor point
latencies (mean ± SD) in adults range (see Fig. 7-1). A volume conducted po-
from 3.4 ± 0.8 to 4.0 ± 0.5 ms.141 Table tential from this muscle can erroneously
17-1 summarizes the normal values mea- suggest a favorable prognosis when in fact
sured to the onset of the negative deflec- the facial nerve has already degenerated.
tion of the evoked potential in 78 subjects Close visual inspection of the contracting
divided into different age groups.151 For muscle clarifies the otherwise confusing
the assessment of a proximal lesion in results (see Chapter 7-3).
Bell's palsy, the latency of the direct re-
sponse rarely provides useful information.
Even with substantial axonal degenera- Stimulation of the
Trigeminal Nerve
Stimulation of the trigeminal nerve elicits
Table 17-1 Facial Nerve Latency in reflex contraction of the orbicularis oculi.
78 Subjects Divided into Different In contrast to the direct response that pro-
Age Groups vides a measure of distal nerve excitabil-
Age Mean (ms) Range (ms) ity, the blink reflex reflects the integrity of
0-1 month 10.1 6.4-12.0 the afferent and efferent pathways, in-
1-12 months 7.0 5.0-10.0 cluding the proximal segment of the facial
1-2 years 5.1 3.5-6.3 nerve. As mentioned earlier, a single
2-3 years 3.9 3.8-4.5
3-4 years 3.7 3.4-4.0 shock to the supraorbital nerve evokes
4-5 years 4.1 3.5-5.0 two separate contractile responses of the
5-7 years 3.9 3.2-5.0 orbicularis oculi. The latency of R1 repre-
7-16 years 4.0 3.0-5.0 sents the conduction time along the
From Waylonls & Johnson (1964),151 with per- trigeminal and facial nerves and pontine
mission. relay. Inherent latency variability from
414 Special Techniques and Studies in Children
Figure 17-3. A 63-year-old man with acute facial palsy on the left in November 1984 and on the right in
March 1985. Stimulation of the left facial nerve elicited no response in the nasalis at the initial evaluation,
and there was no recovery thereafter. Stimulation on the right evoked a normal response in November but
progressive reduction in amplitude of the compound muscle action potential in March. This finding indi-
cates axonal degeneration during the first few days after the onset of illness. [From Kimura,62 with permis-
sion.]
one trial to the next makes R2 less reli- scribed later in this chapter, requires two
able for diagnostic purposes. Further- pairs of recording electrodes on the same
more, the latency of R2 reflects the ex- side of the face, one pair over the orbicu-
citability of interneurons and the delay for laris oculi and the other over the orbicu-
synaptic transmission, in addition to the laris oris or platysma.3,70
axonal conduction time. Shocks of 0.1 ms duration and optimal
The subject lies supine on a bed in a intensity ranging from 50 to 100 V or 5
warm room with the eyes open or gently to 10 mA elicit a nearly stable R1 response
closed for surface stimulation with the with repeated trials. In 5-10 percent of
cathode placed over the supraorbital fora- healthy subjects, single shocks of appro-
men and the anode placed 2 cm ros- priate intensities may not elicit a stable
trally.69 Shocks applied here evoke R1 and R1 with stimulation on either side. In
R2, which are best recorded with two pairs these cases, mild voluntary contraction of
of recording electrodes (G1) and reference the orbicularis oculi may facilitate the re-
(G2) electrodes placed 2 cm apart on the sponse. A higher shock intensity may only
lower aspect of the orbicularis oculi mus- cause the patient discomfort without sat-
cle on each side, with a ground electrode isfactory results. Applying paired stimuli
under the chin or around the arm (Fig. with an interstimulus interval of 3-5 ms,
17-4). Additional studies consist of stim- however, usually gives rise to an accept-
ulation of the infraorbital and mental able response. For accurate determination
nerve with the cathode placed over the re- of the shortest latency, a pair of stimuli
spective foramen on one side and record- ideally comprises a subthreshold condi-
ing from the orbicularis oculi on both tioning shock to subliminally excite the
sides. Assessment of facial synkinesis, de- motor neurons and a supramaximal test
The Blink Reflex 415
Figure 17-5. A. R1 components recorded from the orbicularis oculi after stimulation of the supraorbital
nerve by individual supramaximal stimuli (top four trials on each side) or by paired stimuli with an inter-
stimulus interval of 5 ms (bottom four trials on each side). The paired stimuli consist of the first shock of
subthreshold intensity, which subliminally primes the motor neuron pool, and the second shock of supra-
maximal intensity, which activates the reflex and triggers the oscilloscope sweep. [From Kimura,60 with per-
mission.] B. Simultaneous recording from ipsilateral (upper tracing in each frame) and contralateral (lower
tracing) orbicularis oculi after unilateral stimulation of the supraorbital nerve, either with single shocks (top
two trials on each side) or with paired shocks (bottom two trials on each side). The paired stimuli consist of
the first shock of subthreshold intensity and the second stimulus of a supramaximal shock, which triggers
the oscilloscope sweep. Note unilateral R1 (arrows) recorded only in the upper tracing in each frame and bi-
lateral R2 (brackets) in both upper and lower tracings. [From Kimura,60 with permission.]
Figure 17-6. A. Delayed R1 (arrows) in a 68-year-old man with a mass lesion involving the right anterior
cavernous sinus (cf. Fig. 17-5A). B. Delayed and diminished R2 (bracket) on both sides after stimulation on
the right in the same patient as in A. Stimulation on the left elicited normal R2 on both sides. These find-
ings suggest a lesion involving the afferent arc of the reflex pathway on the right (cf. Fig. 17-13B). C. R1 (ar-
row) and R2 (bracket) after a midline glabellar tap in the same patient as in A and B. Note a delayed R1 on
the right in conjunction with a normal R2, bilaterally. Because of crossed input from the intact trigeminal
nerve, a unilateral lesion involving the afferent arc results in little alteration of R2 when elicited by a mid-
line glabellar tap.
elicited R2 bilaterally in all adults but nerves from 30 healthy subjects 7-67
in only two thirds of neonates, mostly on years of age, the values averaged 1.21 mV
the side ipsilateral to the stimulus (Fig. for direct response, 0.38 mV for R1, 0.53
17-8)11,16,63 and rarely in premature ba- mV for ipsilateral R2, and 0.49 mV for con-
bies.40,49,137 Both direct and reflex re- tralateral R2.69
sponses vary considerably in amplitude In another 50 healthy subjects 12-77
from one individual to the next. In 60 years of age (average age, 40 years), stim-
Table 17-2 Blink Reflex Elicited by Electrical Stimulation of Supraorbital Nerve in
Normal Subjects and Patients with Bilateral Neurologic Diseases (Mean ± SD)
Direct Response R1
Number Right and Left Right and Left Direct Ipsilateral Contralateral
of Combined Combined Response R1 R2 R2
Category Patients Abs Delay Nl Abs Delay Nl (ms) (ms) R/D Ratio (ms) (ms)
Normal 83 0 0 166 0 0 166 2.9 ± 0.4 10.5 ± 0.8 3.6 ± 0.5 30.5 ± 3.4 30.5 ± 4.4
(glabellar (12.5 ± 1.4)*
tap 21)*
Gufflain-Barre
syndrome 90 12 63 105 20 78 82 4.2 ± 2.1 15.1 ± 5.9 3.9 ± 1.3 37.4 ± 8.9 37.7 ± 8.4
Chronic
inflammatory
polyneuropathy 14 4 13 11 7 13 8 5.8 ± 2.6 16.4 ± 6.4 3.1 ± 0.5 39.5 ± 9.4 42.0 ± 10.3
Fisher syndrome 4 0 0 8 0 1 7 2.7 ± 0.2 10.7 ± 0.8 3.9 ± 0.4 31.8 ± 1.3 31.4 ± 1.9
Hereditary motor
sensory neuropathy
type 1 62 9 88 27 0 105 19 6.7 ± 2.7 17.0 ± 3.7 2.8 ± 0.9 39.5 ± 5.7 39.3 ± 6.4
Hereditary motor
sensory neuropathy
type II 17 0 0 34 1 0 33 2.9 ± 0.4 10.1 ± 0.6 3.6 ± 0.6 30.1 ± 3.8 30.1 ± 3.7
Diabetic
polyneuropathy 86 2 20 150 1 17 154 3.4 ± 0.6 11.4 ± 1.2 3.4 ± 0.5 33.7 ± 4.6 34.8 ± 5.3
Multiple sclerosis 62 0 0 124 1 44 79 2.9 ± 0.5 12.3 ± 2.7 4.3 ± 0.9 35.8 ± 8.4 37.7 ± 8.0
Abs = absent response; N1 = normal.
*R1 elicited bilaterally by a midline glabellar tap in another group of 21 healthy subjects.
The Blink Reflex 419
ulation of the supraorbital nerve elicited for direct response, 13.0 ms for electri-
both R1 and R2 regularly, whereas that of cally elicited R2, and 16.7 ms for me-
the infraorbital nerve evoked R1 in some chanically evoked R1. Additionally, the la-
cases and R2 in all. Both R1 and R2 had tency difference between the two sides
similar latencies regardless of the nerve should not exceed 0.6 ms for direct re-
tested. Shocks applied to the mental nerve sponse, 1.2 ms for electrically elicited R1,
elicited R1 rarely and R2 inconsistently, and 1.6 ms for mechanically evoked R1.
showing considerably prolonged latency. The R/D latency ratio should not fall out-
Stimulation of the lingual nerve on one side the range of 2.6-4.6, 2 SD above and
side also elicits R2 in the orbicularis oculi below the mean in normal individuals.
bilaterally, as a possible test for lingual With stimulation of the supraorbital
neuropathy.96,112 nerve, R2 latency should not exceed 40 ms
on the side of the stimulus and 41 ms on
the contralateral side. In addition, the ip-
Upper and Lower Limits silateral and the contralateral R2 simul-
of Normal Values taneously evoked by stimulation on one
side should not vary more than 5 ms in
The upper limits of normal, defined as the latency. A latency difference between R2
mean latency plus 3 SD include 4.1 ms evoked by right-sided stimulation and cor-
420 Special Techniques and Studies in Children
Bell's Palsy
Blink reflex latencies reflect conduction
along the entire length of the facial nerve,
including the interosseous portion in-
volved in Bell's palsy.64,69,113,114,125 All
144 patients studied showed either ab-
sence or slowing of R1 during the first
week of Bell's palsy, although the abnor-
malities did not necessarily emerge at the
onset. Delayed or absent R2 on the paretic
side, regardless of the side of stimulation,
indicated an efferent involvement. A few
other patients not included in this series Figure 17-9. Serial changes of RI in a 16-year-old
had a normal blink reflex despite minimal girl with Bell's palsy on the right. Two consecutive
unilateral facial weakness lasting 1-2 tracings recorded on each side show consistency of
RI on a given day. On the affected side, delayed R1
days, perhaps representing an unusually first appeared on the thirteenth day after onset, re-
mild form of Bell's palsy. covering progressively thereafter. Shaded areas in-
In 100 of 127 patients tested serially, dicate normal range (mean 3 SD in 83 subjects).
the previously absent R1 or R2 returned, [From Kimura,61 with permission.]
with preservation of the direct response
throughout the course. This finding im-
plied recovery of conduction across the in- implies an abnormally increased thresh-
volved segment without substantial distal old of the regenerated facial nerve seg-
degeneration (Fig. 17-9). These patients ment to locally applied stimuli despite
generally showed a good clinical recovery propagation of impulses following reflex-
within a few months after onset. The la- ive activation of the motor neurons (see
tency of RI, initially delayed by more than Fig. 7-16).
2 ms on average, decreased during the
second month and returned to normal
during the third or fourth month (Fig. Synkinesis of Facial Muscles
17-10). The magnitude of latency change
at the onset and the subsequent time The RI and R2 components of the blink re-
course of recovery indicated a demyelina- flex both normally involve the orbicularis
tive nature of the responsible lesion. The oculi alone and only rarely, if at all, other
R/D ratios increased as expected from ab- facial muscles.130 During axonal regener-
normalities involving the proximal seg- ation, however, the fibers that originally in-
ment of the facial nerve. In the remaining nervated the orbicularis oculi may supply
27 patients, marked diminution of the di- other facial muscles by misdirection.70 Un-
rect response without return of the reflex der such circumstances, the blink reflex
response during the first 2 weeks indi- elicited elsewhere serves as a sign of aber-
cated axonal degeneration.70 This group rant reinnervation (Fig. 17-11).
of patients had a slow and usually in- Recording an aberrant blink reflex helps
complete recovery associated with synki- identify time-locked discharges involving
nesis. In some of them, RI may return on two independent muscles showing synki-
the affected side, albeit with a delayed la- netic movements. In contrast, volitional,
tency, even though stimulation of the fa- associated movements that clinically mimic
cial nerve fails to evoke a direct response synkinesis lack the exact temporal rela-
of the orbicularis oculi. This discrepancy tionship between the two co-contracting
Figure 17-10. Serial changes In latency difference of RI between normal and paretic sides in 11 patients
recovering without nerve degeneration (A through K). Shaded area indicates the normal range (mean 3 SD
in 83 subjects). The response, if present at onset, showed relatively normal latencies but rapidly deterio-
rated during the first few days. Delayed RI usually returned during the second week, plateaued for 2 to 4
weeks, and progressively recovered in latency during the next few months. [From Kimura, Giron, and Young,64
with permission.]
muscles. Measurement of the size of the flex provides unique diagnostic value. In
blink reflex elicited in muscles other than 33 patients studied, stimulation of the fa-
orbicularis oculi also elucidates the extent cial nerve elicited no direct response in 7,
of aberrant reinnervation. In one series, including 5 tested only after surgical sac-
the blink reflex confirmed synkinetic ac- rifice of the facial nerve. In the remaining
tivation of the orbicularis oris or platysma 26 patients, studies on the affected side
in 26 of 29 patients tested at least 4 showed absent R1 in 5, delayed R1 in 17,
months after total facial nerve degenera- and normal R1 in 4. Analyses of R2 re-
tion.70 One of the remaining 3 patients vealed 6 efferent, 6 afferent, 7 mixed pat-
had injury only to a peripheral branch of terns, and 7 normal responses.
the facial nerve and experienced return of
function with no evidence of synkinesis.
In the other 2 patients, the affected side Polyneuropathy
of the face showed total paralysis and no
evidence of regeneration. These findings Facial or trigeminal nerve involvement in
suggest that synkinetic movements ulti- various polyneuropathies affects the blink
mately occur in nearly all cases after de- reflex (Fig. 17-12A). Unlike the two clearly
generation of the facial nerve, unless the separated components seen normally, a
lesion involves a distal branch or the fa- delayed and temporally dispersed RI
cial nerve fails to regenerate. tends to merge with R2 in a demyelinative
neuropathy (Fig. 17-12B). In such cases,
bilateral recording can delineate the on-
Hemifacial Spasm set of R1 as the response clearly preced-
ing the onset of the contralateral R2,
Patients with hemifacial spasm (see which should approximately coincide with
Chapter 29-7) also exhibit clinical and the ipsilateral R2 (Fig. 17-12C).
electrical evidence of synkinetic move- Different categories of neuropathy show
ments.3,13,33,59,86,149 In these Cases, the distinct abnormalities, as briefly described
appearance of the blink reflex in muscles below.18,37,60,61 Most patients have either
other than the orbicularis oculi may indi- absent or delayed direct and RI responses
cate hyperexcitability at the facial nu- in the Guillain-Barre syndrome (GBS),
cleus, ephaptic activation of motor axons chronic inflammatory demyelinative poly-
not normally involved in blinking, or aber- radiculoneuropathy (CIDP), and hereditary
rant regeneration of the facial nerve motor and sensory neuropathy (HMSN)
fibers.92,101,102,140 Unlike the constant re- type I or the hypertrophic type of Charcot-
sponses seen after peripheral facial pare- Marie-Tooth disease (CMT1). Patients with
sis,70 successive responses in hemifacial diabetic polyneuropathy have a consider-
spasm may vary in latency and waveform, ably lower incidence of abnormality. The
a finding supportive of ephaptic transmis- Fisher syndrome does not regularly affect
sion.3 Inhalation of anesthetics during the blink reflex, except in patients with
surgery completely suppresses R1 or R2 in peripheral facial palsy, who show a de-
normal subjects, but not on the affected layed R1 on the affected side. The blink
side of patients with hemifacial spasm.93,95 reflex usually shows no abnormalities in
The blink reflex reveals no evidence of synk- HMSN type II or the neuronal type of
inesis in essential blepharospasm, focal Charcot-Marie-Tooth disease (CMT2). Pa-
seizures, or facial myokymia. tients with chronic renal failure have an
abnormal blink reflex, which often im-
proves after hemodialysis.135 Exposure to
Acoustic Neuroma trichloroethylene, known to have specific
toxic effects on the32trigeminal nerve, also
A cerebellopontine angle tumor frequently delays R1 latency. Abnormalities of me-
compresses the trigeminal nerve, facial chanically induced blink reflexes seen in
nerve, or brainstem. With possible involve- patients with diabetes showed a correla-
ment of the27,68,84,103,111,118,129
afferent, efferent, or central tion with the degree of hyperosmolality.136
pathways, the blink re- Statistical analyses of the direct response
Figure 17-12. A. Bilateral delay of R1 in
four patients with Guillain-Barre syndrome
(GBS) and four patients with hereditary mo-
tor sensory neuropathy type 1 (CMT). Two
tracings recorded on each side in each sub-
ject show consistency. The top tracings from
a healthy subject serve as a control, with
shaded areas indicating the normal range.
[From Kimura61.] B. R1 in a 55-year-old
woman with chronic peripheral neuropathy
and a monoclonal gammopathy (cf. Fig.
17-5A). Note a substantially delayed and
temporally dispersed R1 recorded by the
slower 5 ms/division sweep instead of the 2
ms/division normally used to obtain this re-
sponse. C. R1 and R2 in the same patient as
in B. Note delayed R2 recorded by the slower
10 ms/division sweep instead of the usual 5
ms/division. The continuity between R1 and
R2 precluded accurate latency determination
of R2 on the right. Nonetheless, the con-
tralateral R2 recorded simultaneously allows
approximate separation between R1 and R2
on the affected side.
425
426 Special Techniques and Studies in Children
Figure 17-13. A. Delayed R1 on both sides in multiple sclerosis. Two tracings recorded on each side in each
subject show consistency of RI response. The top tracings from a healthy subject serve as a control, with
shaded areas indicating the normal range (mean 3 ± SD in 83 subjects). In addition to increased latency,
R1 obtained in the patients shows temporal dispersion and very irregular waveform compared with the nor-
mal response. None of these patients had unequivocal pontine signs clinically, except for mild horizontal
nystagmus in cases 1, 2, 5, 6, and 7. [From Kimura,59 with permission.] B. R1 and R2 in a 35-year-old
woman with multiple sclerosis and mild facial and abducens paresis on the left (cf. Fig. 17-5B). Stimulation
on the right elicited normal RI and delayed R2 contralaterally, whereas stimulation on the left evoked de-
layed R1 and delayed R2 ipsilaterally. This finding suggests a lesion involving the efferent arc of the reflex
on the left, that is, the intrapontine portion of the facial nerve (cf. Fig. 17-6B). [From Kimura,61 with per-
mission.]
pons when establishing subclinical dis- tion on the normal side of the face evoked
semination in multiple sclerosis.51 normal R2 bilaterally in 20 of 23 patients.
The remaining 3 patients showed normal
R2 only on the side of stimulation. Stim-
Wallenberg Syndrome ulation of the infraorbital nerve or mental
nerve gives rise to the same pattern of ab-
Patients with the Wallenberg syndrome normality. Various types of blink reflex
have selective alteration of R2 as expected abnormalities reflect different patterns of
from 67,107,146
lesions affecting the lateral me- sensory dysfunction in lateral medullary
dulla. unless the infarct extends infarction.52,98,121,147
to the pons, the latency of RI falls within
the normal range, but when analyzed in-
dividually, the values on the affected side Facial Hypoesthesia
may slightly exceed those on the normal
side (see Table 17-3). In a series of 23 typ- Patients with contralateral hemispheric le-
ical cases, stimulation on the affected side sions also develop an afferent delay of R2
of the face elicited no R2 on either side in indistinguishable from that seen in the
7, low-amplitude R2 in 6, and delayed R2 Wallenberg syndrome.22,35,58,91 This type
in 10 (Fig. 17-15). In contrast, stimula- of abnormality commonly, although not ex-
428 Special Techniques and Studies in Children
Figure 17-14. Latency distribution of the direct response and R1 of the blink reflex in normal subjects and
in patients with central or peripheral demyelination of the reflex pathways. The histogram shows delayed
direct response in Charcot-Marie-Tooth disease, and to a slightly lesser extent in Guillain-Barre syndrome,
and normal response in multiple sclerosis. The RI response is delayed equally in the two polyneuropathies,
but to a lesser degree in multiple sclerosis. [From Kimura,61 with permission.]
5 ANALYSIS OF THE
R1 COMPONENT
Direct Involvement of
the Reflex Arc
A substantial increase in latency of RI usu-
ally implies demyelination of either the cen-
tral reflex pathway in the pons53,56,59,81,99
or of the peripheral pathway along
the trigeminal nerve,41,71,106
64,69,113,114,125
the facial
nerve, or both.7,27,55,68,85 Pos-
terior fossa tumors may affect RI, either
by compressing the cranial nerves extra-
axially or by involving the brainstem
itself. 17,54,68
or massive drug intoxication.83 The latency cates proximal involvement of the facial
of R1 elicited by a glabellar tap shows a nerve, if the trigeminal nerve conducts nor-
mild increase in patients with acute hemi- mally. Other disorders with increased R/D
spheric strokes but recovers almost com- ratio include multiple sclerosis with pon-
pletely within a few days.35 In some of these tine involvement, compressive lesions of
patients, single electric shocks may also the trigeminal nerve, and Bell's palsy with-
elicit R1 partially or not at all when given out distal degeneration of the facial nerve.
contralateral to the hemispheric lesion. An
apparent increase in the latency of R1 re-
sults if such a stimulus fails to activate the O ANALYSIS OF THE
fastest conducting fibers. In this instance, R2 COMPONENT
paired stimuli with an interstimulus inter-
val of 3-5 ms usually54,58,59
elicit a maximal RI
with normal latency. Direct and Remote Effect
Thus, electrically elicited R1 has a nor- on Polysynaptic Pathways
mal latency even during acute stages of
hemispheric disease, when elicited with As mentioned earlier, analysis of the R2
paired stimuli or other facilitatory ma- component usually allows classification of
neuvers11522,46,58
to compensate for reduced ex- the reflex abnormality as either afferent
citability. As an inference, the la- or efferent. Some brainstem lesions may
tency of a fully activated RI indicates the give rise to a more complex pattern of re-
conduction characteristics of the reflex flex change (see Fig. 17-1B). Stimulation
arc itself, and a delay of fully activated R1 on one side may reveal unilateral abnor-
beyond the normal range implies a lesion mality of R2 either ipsilateral or contralat-
directly involving the pathway, rather eral to the stimulus, whereas stimulation
than a remote process altering excitabil- on the opposite side shows normal, absent,
ity. In these cases, smaller, slower con- or delayed R2 bilaterally or unilaterally, but
ducting fibers may mediate the reflex re- not necessarily on the same side implicated
sponse following the conduction block of by the contralateral stimulation.
the larger myelinated fibers, or the axons Like RI, changes of R2 may imply lesions
may have slowed conduction across the directly affecting the reflex pathways, as in
demyelinated area. the case of the Wallenberg syndrome, or le-
sions elsewhere indirectly influencing the
excitability of the polysynaptic connections
Degree of Slowing (Fig. 17-17).24,44,67,107,139 For example, any
comatose state renders R2 unelicitable or
In multiple sclerosis, central demyelination markedly diminished in size (Fig. 17-18),
increases the latency of RI to 12.3 ± 2.7 ms regardless of the site of lesion. 14,83,90,126 A
(mean ± SD) compared with 15.1 ± 5.9 ms hemispheric lesion (Fig. 17-19) also sup-
in GBS and 17.0 ± 3.7 ms in CMT1. The presses R2, producing either an afferent
degree of latency prolongation presumably or an efferent pattern of abnormality, per-
reflects the difference in length of the de- haps based on the site of involve-
myelinated segment in the pons and along ment 8,23,35,46,58,72
the peripheral reflex arc. In support of this
view, in Bell's palsy with focal involvement
of the facial nerve the latency of RI in- Level of Consciousness
creases only to 12.8 ±1.6 ms. Patients with and Perception of Pain
compressive lesions of the trigeminal nerve
have a similar degree of delay of RI. A person's state of arousal alters the ex-
Conduction abnormalities affect CMT1 citability of R2 and, to a lesser extent,
and GBS to the same degree (see Figs. R15,12,25,34,65,66,128,133 Analysis of R2 dur-
17-12A and 17-14). A decreased R/D ra- ing sleep has shown marked reduction in
tio found in CMT1 suggests distal slowing stages II, III, and IV and substantial re-
of facial nerve conduction, whereas a covery during rapid eye movement (REM)
slightly increased R/D ratio in GBS indi- sleep, when the excitability approaches
The Blink Reflex 431
Figure 17-17. Various neurologic disorders associated with absent R2 after stimulation of the supraorbital
nerve. Shock intensity was slowly advanced up to 40 mA and 0.5 ms duration. Note virtual absence of R2
regardless of the side of stimulation in cases 2 through 5, with normal RI in cases 2, 3, and 5 and delayed
RI in case 4. [From Kimura,56 with permission.]
that of full wakefulness, showing some un- locked-in syndrome, in alert and ambula-
usual discharge characteristics. Blink re- tory patients with pseudobulbar palsy, and
flex studies may show absent R2 with nor- in alert patients given therapeutic dosages
mal or nearly normal RI in some alert but of diazepam (Valium), which presumably
immobile patients with features of the blocks the multisynaptic reflex arc.56 Corn-
Figure 17-18. RI and R2 in a patient recovering from herpes simplex encephalitis. The stimulus delivered
to the supraorbital nerve elicited neither RI nor R2 on June 9 (not shown) and on June 15 with the patient
in coma. A repeated study on June 19 showed a normal RI but markedly delayed and diminished R2. Note
the progressive recovery in amplitude and latency of R2 contemporaneous with the patients improvement to
full alertness in July. [From Kimura,56 with permission.]
432 Special Techniques and Studies in Children
plex psychological events may also selec- fect of a single cutaneous conditioning stim-
tively affect different reflex pathways.124 ulus on this reflex (Fig. 17-20). Healthy sub-
Stimulation on a hypesthetic area of the jects show a greater suppression of R2 than
face elicits a smaller R2 than that evoked of R1 following a conditioning stimulus.
by a shock of the same intensity applied Dissociation between the recovery curves of
to the corresponding area on the normal the oligosynaptic R1 and the polysynaptic
side. Sensory deficits of the face often R2 presumably results from excitability
cause alteration of R2; the reverse, how- changes at the interneuron level.57,144 A
ever, does not hold, because a similar re- conditioning stimulus delivered anywhere
duction of R2 occurs in pure motor hemi- on the face or neck suppresses the test R2
plegia.4,15,22,35,58 In such cases, clinical response elicited by a subsequent stimulus
evaluation may have failed to detect minor when the two stimuli are applied to the
sensory deficits, or supratentorial lesions same or different ipsilateral or contralateral
outside the somatosensory pathways may trigeminal cutaneous fields.57 Thus, the
have inhibited or failed to facilitate the ex- physiologic inhibition must involve the in-
citability of the efferent pathway. terneuronal network diffusely, even in re-
sponse to remote segmental input.
In Parkinson's disease, the recovery of
Altered Excitability R1 follows a normal time course, whereas
of Interneurons the physiologic suppression of R2 by a con-
ditioning stimulus lasts substantially less
Of the two components, R2 habituates than the normal range.68,87 Unlike in nor-
readily in normal subjects but not in pa- mal subjects, the recovery curve of R2 in
tients with Parkinson's disease, whether Parkinson's disease indicates that a cuta-
tested clinically, as with the glabellar taps, neous conditioning stimulus fails to inhibit
or electromyographically.74,82,89,114,120 Sim- interneurons. Interestingly, dyskinetic pa-
ilarly, the blink reflex fails to show physio- tients show more physiologic inhibition of
logic habituation in nocturnal myoclonus, R2, presumably reflecting the reinstate-
a syndrome associated with additional re- ment of dopaminergic suppressive45control
flex components after R2. These findings over the multisynaptic pathway. Addi-
suggest a disorder of the central nervous tional evidence of a change in excitability
system producing increased excitability of includes an abnormally short latency of
segmental reflexes.152 R2 in response to a single maximal stim-
The paired-shock technique reveals the ef- ulus in advanced cases. These findings
The Blink Reflex 433
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438 Special Techniques and Studies in Children
1. INTRODUCTION
2. PHYSIOLOGY OF THE F WAVE
Recurrent versus Reflexive Activation of the Motor Neuron
Block of Antidromlc or Orthodromic Impulses
Latency and Amplitude of the F Wave
3. THE A WAVE AND OTHER LATE RESPONSES
Physiologic Characteristics
Clinical Applications
4. DETERMINATION OF F-WAVE LATENCY
Recording Procedures
Distal versus Proximal Stimulation
5. MOTOR CONDUCTION TO AND FROM THE SPINAL CORD
Central Latency
F-Wave Conduction Velocity
The F Ratio
6. THE F WAVE IN HEALTH AND DISEASE
Clinical Value and Limitations
Normal Values
Hereditary Motor Sensory Neuropathy
Guillain-Barre Syndrome
Diabetic, Uremic, and Other Neuropathies
Entrapment Syndromes
Plexopathy and Radiculopathy
States of Altered Excitability
439
440 Special Techniques and Studies in Children
tion. Nonetheless, this response usefully wave requires prior activation of the mo-
supplements the conventional nerve con- tor axon. The evidence of its recurrent na-
duction studies in characterizing neuro- ture, however, does not necessarily pre-
pathic disorders in general and demyeli- clude the presence of reflex components
nating polyneuropathies in particular. that may still contribute. F-wave ampli-
F-wave latencies, reflecting accumulated tude and persistence serve as a measure
conduction delay, often clearly exceed the of motor neuron excitability, as does the
normal range even in patients with a bor- H reflex. Contrary to the general belief,
derline conduction abnormality. In addi- comparison between the two modes of mo-
tion, the calculation of F-wave velocities tor neuron activation may not help differ-
and F ratios permits comparison of con- entiate whether the observed change in-
duction in the proximal versus the distal volves the presynaptic or postsynaptic
nerve segments.85,87 The F wave also pro- pathway. This uncertainty relates primar-
vides a measure of motor neuron ex- ily to possible differences in inherent sen-
citability, which presumably dictates the sitivity between antidromic and reflexive
probability of backfiring in individual ax- activation, which would bias the result
ons. This section reviews the available (see Chapter 19-2).18,50,77,103,104
methods of F wave determination and dis-
cusses its clinical value and limitations in
the clinical context. Block of Antidromic or
Orthodromic Impulses
2 PHYSIOLOGY OF THE F WAVE Motor neurons subject to recurrent activa-
tion fire only infrequently after a series of
direct motor responses.154 Thus, although
Recurrent versus Reflexive antidromic activation and orthodromic ac-
Activation of the Motor Neuron tivation of motor neurons usually follow the
same physiologic principles,28 additional
A supramaximal electric shock delivered to mechanisms must prevent the motor neu-
a nerve often elicits a late muscle response rons from generating the recurrent re-
that follows the direct motor potential, or sponse with every stimulus.28,141 Recur-
M response. Since the original description rent discharges develop in only a limited
by Magladery & McDougal in 1950, when number of motor units, in part because
they designated it the F wave (presumably the antidromic impulse fails to enter the
because they initially recorded it from in- somata in some of the motor neurons.107
trinsic foot muscles), different authors This type of block often takes place at the
have debated its neural source. With more axon hillock, where membrane character-
proximal stimulation, the latency of the M istics change; but it may also occur more
response increases, whereas that of the F distally, in the myelinated segment of the
wave decreases (Fig. 18-1). Thus, the F axons. In addition, H-reflex discharges, if
wave impulse must first travel away from elicited by simultaneous stimulation of
the recording electrodes toward the spinal the group IA afferent fibers, prevent an-
cord before it returns to activate distal tidromic invasion by collision. This possi-
muscles. This finding supports either a re- bility may paradoxically reduce the F wave
flex hypothesis70,105,111 or a theory based amplitude and frequency when a higher
on recurrent discharge of 21,114,115,166
antidromically excitability results in a greater reflexive
activated motor neurons, or activation of the motor neurons.
both.63,65 The spike potential generated in the
The presence 57,114,115
of the F wave in deaf- soma-dendrite membrane (SD spike)
ferentated limbs117 and after trans- faces a very narrow window for transmis-
verse myelotomy implies that it depends sion. On the one hand, the generation and
on backfiring of motor neurons. Studies us- propagation of SD spike must precede the
ing single-fiber electromyography171 have inhibition via the Renshaw cell, activated
also shown that the occurrence of the F antidromically with a synaptic delay of
The F Wave and the A Wave 441
1 ms. On the other hand, the impulse, if a single motor axon may fluctuate by as
activated too early, cannot travel ortho- much as 2.5 ms, primarily reflecting vari-
dromically through the axon hillock dur- ation in synaptic transmission (see Chap-
ing its refractory period, which lasts for ter 19-2).
1 ms or so after the passage of the an- Slight voluntary contraction may sub-
tidromic impulse. Thus, only the recur- liminally excite soma-dendrite membrane
rent discharges confined to this short time and facilitate antidromic activation of the
interval will have any chance to be sus- SD spike, resulting in increased probabil-
tained. This explains in part why only a ity of a recurrent response. Conversely,
small percentage of the axons give rise to subliminal depolarization of the soma-
F waves even if the antidromic impulses dendrite membrane may prematurely gen-
invade the entire motor neuron pool. Be- erate the recurrent impulse, which can-
cause of a particular set of physiologic not propagate across the still refractory
conditions required for generation and axon hillock. It may also facilitate reflexive
propagation of a recurrent discharge, the activation of motor neurons, blocking an-
latency of successive F waves from a sin- tidromic impulses by collision. The two op-
gle motor axon varies only narrowly be- posing effects of subliminal depolarization
tween 10 and 30 us.154 Parenthetically, of motor neurons render the excitability
the latency of consecutive H reflexes from change unpredictable, but slight voluntary
442 Special Techniques and Studies in Children
netic stimulation, if appropriately timed to ready passed the site of ephaptic trans-
collide at the motor neuron, enhances the mission induced by a slow conducting de-
F wave. A second facilitatory phase seen myelinated axon, thereby preventing the
2-3 ms later presumably represents the collision. An increase in shock intensity
sequential arrival of I waves. A subse- also fails to inhibit the ectopic A wave in-
quent phase of suppression probably sig- duced by antidromic passage of an im-
nals the arrival of inhibitory postsynaptic pulse across a hyperexcitable segment of
potentials generated by the cortical stim- a nerve branch. In this case, paired
ulus.116 Electrical stimulation of the den- shocks abolish the A wave because the
tate nucleus also reduces the size of the second antidromic impulse collides with
F wave in humans.56 the ectopically generated orthodromic im-
pulse. With repetitive shocks, only every
other stimulus gives rise to an ectopic A
0 THE A WAVE AND OTHER wave, because even-numbered shocks
LATE RESPONSES cause collision.
Distal stimulation of the median or ul-
nar nerve at the wrist or of the peroneal
Physiologic Characteristics or tibial nerve at the ankle evokes an A
wave most commonly, whereas proximal
If a submaximal stimulus excites one stimulation above the origin of the collat-
branch of the axon but not the other, the eral sprout or cross talk produces only an
antidromic impulse propagates up to the M response. Thus, a series of stimuli ap-
point of branching and turns around to plied along the course of the nerve may lo-
proceed distally along a second branch, calize the site of bifurcation or the point of
giving rise to a constant late response, ephaptic transmission. Collateral sprout-
called the A wave. This newer designation ing, however, does not always develop at
has replaced the traditional name axon re- the level of the lesion, but frequently well
flex to avoid the implication of its reflexive below the actual site of involvement.61,167
origin. As suggested by its original de- Distal and proximal stimuli may elicit the
scription, the intermediate latency re- same A wave, allowing determination of
sponse, the A wave usually, although not conduction velocity for the short inter-
always, appears between the M response segment of that particular motor fiber.
and the F wave.61 Possible pathophysio- The point of origin and the conduction ve-
logic mechanisms include, in addition to locity of the two branches of the axon in-
collateral sprouting, ephaptic or ectopic volved determine the latency of the A
discharges generated in the proximal por- wave. The unmyelinated regenerating col-
tion of the nerve.9,110 Analogous to the F lateral sprout may conduct the ascending
wave, A wave latencies decrease with more or descending impulses much slower than
proximal stimulation, indicating an ini- the nearby intact axons that relay the F
tially antidromic passage of the impulse. wave. Hence, occasional A waves follow,
With the A waves generated by collat- rather than precede, the F wave (Fig.
eral sprouting shocks of higher intensity, 18-2A.C), making the designation, inter-
activating both branches distally, elimi- mediate latency response, not universally
nates the response, because two an- appropriate.
tidromic impulses collide as they turn The A wave has a constant latency and
around at the branching point (Fig. 18-2A waveform because it originates from the
and B). Thus, supramaximal stimuli nor- same portion of a single motor unit, ei-
mally abolish the collateral A wave alto- ther at a branching point of a collateral
gether, unless surrounding fibrosis or sprout or at a hyperexcitable site vulner-
other structural change prevents the cur- able to ephaptic transmission or ectopic
rent from reaching one of the branches. discharge. In the absence of synaptic con-
In many instances, the ephaptic A wave nection along the pathway, the impulse
may persist despite the use of very high- can usually follow a high rate of repetitive
intensity stimuli. The antidromic impulse stimulation up to 40 Hz. Less frequently,
of the fast conducting axon may have al- repetitive A waves (or an A wave multi-
444 Special Techniques and Studies in Children
plex) occurs after the M response, proba- waveform even if they originate from a sin-
bly representing reverberating ephapsis or gle axon. If repetitive potentials originate
multiple ectopic discharges.95 Repetitive A distally by the orthodromic impulse, their
waves usually fail at high rates of stimu- latencies change with M response, short-
lation and tend to vary in latency and ening with more distal stimulation. High-
The F Wave and the A Wave 445
Figure 18-2. A. A 51-year-old man with low back pain. Stimulation of the right tibial nerve at the ankle
elicited a number of A waves. A series of eight tracings displayed with stepwise vertical shift of the baseline
confirm the consistency. This type of display not only facilitates the selection of the F wave with minimal
latency but also allows individual assessments of all the late responses. Of the three A waves (small arrows,
1, 2, and 3) elicited by weak shocks S (1), stronger shocks S (2) eliminated only the earliest response.
B. Collateral sprouting in the proximal part of the nerve. A strong shock, activating both branches, can elim-
inate the A wave generated by weak stimulation by collision. [From Fullerton and Gilliatt,61 with permis-
sion.] C. A waves after stimulation of the left tibial nerve at the ankle or knee in the same patient as in
A. Proximal stimulation eliminated the A wave (arrow) that followed the F wave with distal stimulation.
D. A 50-year-old man with recurrent backaches following laminectomy. Stimulation of the tibial nerve at the
ankle or knee elicited the A wave (arrow). Like the F wave, the latency of the A wave decreased with proxi-
mal site of stimulation. This indicates that the impulse first propagates in the centripetal direction.
frequency responses probably result from associated with the A wave include various
ephaptlc or ectopic discharge at a focal entrapment syndromes, tardy ulnar palsy,
point of an axon, leading to repetitive re- brachial plexus lesions, diabetic neuropa-
excitation of the same site through com- thy, hereditary motor sensory neuropathy,
plex neural pathways.149,159
A late motor response presumably me-
diated by an axon loop along the nerve
may mimic the A wave.150 Other patho-
physiologic mechanisms for this type of
discharge include reflection of an impulse
and ephaptic transmission distal to the
site of stimulation.66,168 A late potential
may also result from a scattered motor re-
sponse with slow conduction in pathologic
nerves. Again, with proximal stimulation,
the latency of the A wave decreases,
whereas that of a temporally dispersed M
response increases (Figs. 18-2D and
18-3). Analyses of recorded responses us-
ing various models usually prove or dis-
prove the ephaptic hypothesis in each
case.110 The electric field of the muscle
action potential could also ephaptically
reexcite an intramuscular axon, produc-
ing a muscle-nerve reverberating loop.155
In either case, the original muscle poten-
tial and the repetitive discharge maintain
the same interval regardless of the nerve
stimulation point.
Clinical Applications
A waves occur in a heterogeneous group of
patients with peripheral neurogenic disor-
ders and rarely, if at all, in healthy indi- Figure 18-3. Incidental finding of unusual repeti-
viduals. As a sign of neurogenic abnor- tive discharges resembling A waves in a 38-year-old
mality it abounds in acute and chronic man with a history of right pelvic fracture. Stimula-
tion of the right tibial nerve at the ankle or knee
neuropathies, widely varying in patho- elicited the repetitive discharge. Its onset latency
physiology from nerve regeneration to de- shortened with proximal as opposed to distal stim-
myelination. The disease entities commonly ulation, as expected in an A wave.
446 Special Techniques and Studies in Children
facial neuropathy, amyotrophic lateral scle- surface electrode placed over the motor
rosis, Guillain-Barre syndrome, and cervi- point of the tested muscle serves as the
cal root lesions.60,95,96,146-148,151,152 active lead (G1) against the reference elec-
trode (G2) over the tendon. An optimal set-
ting for display of F waves consists of an
4 DETERMINATION OF amplifier gain of 200 or 500 uV/cm and
F-WAVE LATENCY an oscilloscope sweep of 5 or 10 ms/cm,
depending on the nerve length and stim-
ulus point. A high amplification and slow
Recording Procedures sweep truncate and compress the simul-
taneously recorded M response into the
A supramaximal stimulus applied at prac- initial portion of the tracing. Most com-
tically any point along the course of a mercially available instruments provide
nerve elicits the F wave. In theory, plac- an option to display the M response and
ing the anode proximal to the cathode may F wave simultaneously, but separately,
cause anodal block of the antidromic im- using two optimal gains.
pulse. In clinical practice, however, the ef- F-wave latencies measured from the
fect of anodal hyperpolarization mostly stimulus artifact to the beginning of the
abates before the arrival of the propagat- evoked potential vary by a few millisec-
ing impulse with the use of an ordinary onds from one stimulus to the next. Auto-
stimulator having two poles separated by matic vertical shifting of successive sweeps
2-3 cm. Thus, the reversal of stimulator helps identify the number of F waves out
orientation provides no added advantage of 16-20 trials and other characteristics of
in the study of F-wave conduction.181 Be- the waveform (Fig. 18-4). Determination of
sides, the importance of maintaining the the minimal and maximal latencies reveals
same cathodal position in eliciting M re- not only the fastest conducting fiber but
sponse and an F wave outweighs the the- also the degree of scatter among consecu-
oretical concern of anodal inhibition. A tive responses, providing a measure of tem-
Figure 18-4. A. Eight consecutive tracings showing normal M responses and F waves recorded from the
hypothenar muscles after stimulation of the ulnar nerve at the wrist and elbow. B. Eight consecutive trac-
ings showing normal M responses and F waves recorded from the extensor digitorum brevis after stimula-
tion of the peroneal nerve at the ankle and knee.
The F Wave and the A Wave 447
poral dispersion. Electronic averaging of a cause the latency of the M response in-
large number of responses permits easy creases, whereas that of the F wave de-
analysis of mean latency, although phase creases. With stimulation at the wrist, el-
cancellation sometimes defeats its own bow, ankle, and knee, the F wave clearly
purpose.31,43,45,73,74,112 occurs after the M response. Axillary stim-
Slight voluntary contraction enhances ulation, however, elicits the 80,81
F wave super-
the incidence of the F wave, thus facili- imposed on the M response. In this in-
tating the analysis, especially if the trial stance, simultaneous stimulation at the
at rest yields only a few responses. Dur- axilla and wrist helps to isolate the F
ing this maneuver, only a small number wave. With this technique, the ortho-
of axons carry 83
a voluntary impulse at any dromic impulse from the axilla and the
given moment. Despite the orthodromic antidromic impulse from the wrist col-
activation in a few motor fibers, the an- lide, leaving the M response from the
tidromic impulse will reach the cell body wrist and the F wave from the axilla in-
in most of the axons and generate recur- tact. These two remaining evoked mus-
rent discharges. Therefore, the late re- cle potentials do not overlap, allowing de-
sponses recorded during mild voluntary tection of the80 F wave elicited by axillary
contraction consist primarily of F waves stimulation.
through motor conduction to and from the On average, the decrease in latency of
spinal cord. With greater effort to contract the F wave equals the increase in latency
the muscle, voluntary impulses collide of the M response, when the stimulating
with antidromic activity in many axons, point moves from the wrist to the elbow
inhibiting the generation of the F wave. In and then to the axilla. Thus, the sum of
this case, reflexively activated impulses, F wave and M response latencies remains
propagated along the motor axons cleared the same regardless of the site of nerve
of the antidromic impulse, may give rise stimulation, providing twice the conduc-
to a late response analogous to the H tion time along the entire length of the
reflex.71,174 axon, plus central activation time of about
1.0 ms. As an inference, F wave latency
from the axilla must equal the sum of the
Distal versus latencies of the F wave and M response
Proximal Stimulation elicited by distal stimulation minus the la-
tency of the M response evoked by axil-
The F wave elicited by distal stimulation lary stimulation.89 That is,
at the wrist or ankle serves as a measure F(A) = F(W) + M(W) - M(A)
of the motor conduction time along the
entire length of the nerve. With diffuse or where F(A) and F(W) represent the laten-
multisegmental lesions, the delay in nerve cies of the F wave with stimulation at the
conduction increases in proportion to the axilla and wrist, and M(A) and M(W) rep-
length of the tested pathway. Thus, rela- resent latencies of the corresponding M
tively mild slowing not identifiable by con- response.6
ventional motor nerve conduction studies For clinical studies, routine procedures
may lead to a delayed F wave. In the study include stimulation of the median and ul-
of F waves, an increased latency detected nar nerves at the wrist and elbow, and of
by distal stimuli results from conduction the tibial and peroneal nerves at the ankle
delay anywhere along the course of the and knee. When necessary, the equation
nerve (see Chapter 7-6). In contrast, com- described above provides the estimated la-
parison of F wave and M response laten- tency of the F wave from any proximal site.
cies with stimulation at the elbow or knee Stimulation of the facial nerve also elicits
can distinguish between distal and prox- F waves,153 although superimposition of
imal slowing. the M response usually makes its recogni-
The F wave first travels in the centripetal tion difficult. Furthermore, inadvertent
direction toward the spinal cord before it stimulation of neighboring trigeminal affer-
turns around distally to activate the mus- ent fibers may simultaneously activate re-
cle. With more proximal stimulation, the F flex responses,172 which may mimic the
wave moves closer to the M response, be- late response.
448 Special Techniques and Studies in Children
C7 spinous process via the axilla and mid- that the various limbs of different lengths
clavicular point approximates80,85
the nerve have the same proportions for the proximal
length under consideration. In the and distal segments.84 Because of individ-
lower limbs, surface measurement follows ual variability, the F ratio has proven less
the nerve course from the stimulus site to useful than theoretically expected as a di-
the T12 spinous process by way of the knee agnostic test. It has, however, provided an
and greater trochanter of the femur.88 The important means to characterize the con-
estimated nerve length divided by the con- duction abnormalities in various neuro-
duction time to and from the spinal cord pathic conditions based on statistical com-
derives the F wave conduction velocity parison between patients and control
(FWCV) in the proximal segment as follows: subjects as a group.
FWCV = (2D)/(F - M - 1) In our normative data, average F ratios
approach unity with stimulation of the
where D represents the distance from the median nerve at the elbow, ulnar nerve,
stimulus site to the cord, and (F - M - 3 cm above the medial epicondyle, the tib-
l)/2, the time required to cover the length ial nerve at the popliteal fossa, and the
(see Fig. 18-5). peroneal nerve immediately above the
The estimated length of a nerve segment head of the fibula (see Table 18-1). With
by surface measurement correlates well stimulation at these sites, therefore, the
with its F-wave latency. Observations in latency of the F wave equals three times
five cadavers showed good agreement be- the latency of the M response plus 1.0 ms
tween surface determinations and actual for turn around time. Thus, the stimulus
lengths of nerves in the upper limbs106 as sites at the elbow or knee dissect the to-
well as the lower limbs.88 F wave laten- tal length of the axon into two segments
cies may provide a useful measure in of approximately equal conduction time
studying limbs of average length20 or in despite the considerably longer proximal
documenting sequential changes in the segment compared with the distal seg-
same subjects. Otherwise, clinical as- ment.88 In fact, calculated FWCV indi-
sessment of F wave latency calls for de- cates faster conduction proximally than
termination of a surface distance to ad- distally, which compensates for the dif-
just for differing nerve lengths162 or the ference in nerve length.17,80,88,89,93,121,134
patient's height with the use of a nomo-
gram.169 For unilateral lesions affecting
one nerve, comparison between the right 6 THE F WAVE IN HEALTH
and left sides in the same subject or one AND DISEASE
nerve with another in the same limb pro-
vides the best yield of abnormality (Tables
18-1 and 18-2).84,178 Clinical Value and Limitations
Clinical uses of the F wave suffer from in-
The F Ratio herent latency variability from one trial to
the next. Determination of the shortest la-
Two latency ratios compare proximal 34,35and tency after a large number of trials can
distal nerve conduction: the F/M ratio, minimize this uncertainty. In one study of
where F represents the latency of the F the normal ulnar nerves,15 a sample size
wave and M, that of the M response, and of 10, as compared with 100, underesti-
the F ratio, which is (F - M - 1)/2M, where mated the F-wave latency by a maximum
(F - M - l)/2 represents the conduction of 2.4 ms, whereas sampling 40 provided
time from the cord to the stimulus site, and an equal value. In another series, results
M, that of the remaining distal nerve seg- following 10 stimuli compared with 100
ment to the muscle. Circumventing the stimuli gave mean latency measurements
need for determining the nerve length, the within 1 ms, whereas 20 stimuli provided
F ratio provides a simple means of evalu- mean latencies within 0.5 ms.52 In group
ating conduction characteristics of the comparison of ulnar nerve F waves, the
proximal versus distal segment (see Fig. lower limit of sample size showing valid
18-5). Clinical use of this ratio assumes results included 16 stimuli or 10 waves
Table 18-1 F Waves in Normal Subjects"
F-Wave Difference Central Difference Conduction
Latency to Between Latency to Between Velocity F Ratio§
Number of Recording Right and from the Right and to and from the Between Proximal
Nerves Site of Site and Left Spinal Cord Left Spinal Cord and Distal
Tested Stimulation (ms) (ms) (ms) (ms) (m/s) Segments
122 median Wrist 26.6 ± 2.2 (31)** 0.95 ± 0.67 (2.3)** 23.0 ± 2.1 (27)** 0.93 ± 0.62 (2.2)** 65.3 ± 4.7 (56)
nerves from Elbow 22.8 ± 1.9 (27) 0.76 ± 0.56 (1.9) 15.4 ± 1.4 (18) 0.71 ± 0.52 (1.8) 67.8 ± 5.8 (56) 0.98 ± 0.08 (0.82-1.14)**,
61 subjects Axilla 20.4 ± 1.9 (24) 0.85 ± 0.61 (2.1) 10.6 ± 1.5 (14) 0.85 ± 0.58 (2.0)
130 ulnar Wrist 27.6 ± 2.2 (32) 1.0 ± 0.83 (2.7) 25.0 ± 2.1 (29) 0.84 ± 0.59 (2.0) 65.3 ± 4.8 (55)
nerves from Above 23.1 ± 1.7 (27) 0.68 ± 0.48 (1.6) 16.0 ± 1.2 (18) 0.73 ± 0.52 (1.8) 65.7 ± 5.3 (55) 1.05 ± 0.09 (0.87-1.23)
65 subjects elbow
Axilla 20.3 ± 1.6 (24) 0.73 ± 0.54 (1.8) 10.4 ± 1.1 (13) 0.76 ± 0.52 (1.8)
120 peroneal Ankle 48.4 ± 4.0 (56) 1.42 ± 1.03 (3.5) 44.7 ± 3.8 (52) 1.28 ± 0.90 (3.1) 49.8 ± 3.6 (43)
nerves from Above 39.9 ± 3.2 (46) 1.28 ± 0.91 (3.1) 27.3 ± 2.4 (32) 1.18 ± 0.89 (3.0) 55.1 ± 4.6 (46) 1.05 ± 0.09 (0.87-1.23)
60 subjects knee
118 tibial Ankle 47.7 ± 5.0 (58) 1.40 ± 1.04 (3.5) 43.8 ± 4.5 (53) 1.52 ± 1.02 (3.6) 52.6 ± 4.3 (44)
nerves from Knee 39.6 ± 4.4 (48) 1.25 ± 0.92 (3.1) 27.6 ± 3.2 (34) 1.23 ± 0.88 (3.0) 53.7 ± 4.8 (44) 1.11 ± 0.11 (0.89-1.33)
59 subjects
*Mean ± standard deviation (SD) in the same patients shown in Tables 6-1, 6-4, 6-11, and 6-13.
Central latency = F - M, where F and M are latencies of the F wave and M response, respectively.
Conduction velocity = 2D/(F - M - 1), where D is the distance from the stimulus point to C7 or T12 spinous process.
§F ratio = (F - M - 1)/2M with stimulation with the cathode on the volar crease at the elbow (median), 3 cm above the medial epicondyle (ulnar), just above
the head of fibula (peroneal), and in the popliteal fossa (tibial).
F(A) = F(E) + M(E) - M(A), where F(A) and F(E) are latencies of the F wave with stimulation at the axilla and elbow, respectively, and M(A) and M(E) are la-
tencies of the corresponding M response.
**Upper limits of normal calculated as mean + 2 SD.
Lower limits of normal calculated as mean - 2 SD.
Table 18-2 Comparison Between
Two Nerves in the Same Limb*
F-Wave Latency Central Latency
Number of Site of to Recording Site to and from the Spinal Cord
Nerves Tested Stimulation Median Nerve Ulnar Nerve Difference Median Nerve Ulnar Nerve Difference
70 nerves Wrist 26.6 ± 2.3 (31) 27.2 ± 2.5 (32) 1.00 ± 0.68 (2.4) 23.3 ± 2.2 (28) 24.5 ± 2.4 (29) 1.24 ± 0.75 (2.7)
from 35 Elbow 22.9 ± 1.8 (26) 23.0 ± 1.7 (26) 0.84 ± 0.55 (1.9) 15.5 ± 1.4 (18) 16.0 ± 1.2 (18) 0.79 ± 0.65 (2.1)
patients
Peroneal Nerve Tibial Nerve Difference Peroneal Nerve Tibial Nerve Difference
104 nerves Ankle 47.7 ± 4.0 (55) 48.1 ± 4.2 (57) 1.68 ± 1.21 (4.1) 43.6 ± 4.0 (52) 44.1 ± 3.9 (52) 1.79 ± 1.20 (4.2)
from 52 Knee 39.6 ± 3.7 (47) 40.1 ± 3.7 (48) 1.71 ± 1.19 (4.1) 27.1 ± 2.9 (33) 28.0 ± 2.7 (33) 1.75 ± 1.07 (3.9)
patients
*Mean ± standard deviation (SD) in the same patients shown in Tables 6-2 and 6-12.
Central latency = F — M, where F and M are latencies of the F wave and M response, respectively.
tUpper limits of normal calculated as mean + 2 SD.
452 Special Techniques and Studies in Children
for minimal and maximal latencies and 20 tween two nerves in the same limb serves
stimuli or 16 waves for chronodisper- as the most sensitive means of examining
sion.125 Recording as many as 40-100 F a patient with a unilateral disorder af-
waves at each stimulus site proved use- fecting a single nerve. Absolute latencies
ful in special studies,130,135 but not in a suit better for evaluating the same sub-
routine clinical test. Determining the la- jects sequentially, as is done in drug tri-
tency differences between two sides or be- als (see Chapter 7-6). Calculation of the
Figure 18-6. A. M response (open brackets) and F wave (small arrows) recorded from the abductor hallu-
cis in two subjects. The patient with Guillain-Barre syndrome had increased F wave latency. The M response
was normal in latency, although reduced in amplitude. B. A 26-year-old man with progressive generalized
weakness of 2 weeks' duration. He had difficulty rising from the chair or climbing stairs. Electrophysiologic
studies on September 18 revealed normal nerve-conduction studies, although the patient was unable to re-
cruit motor unit potentials. On September 24, the minimal F wave latency was increased by 4 ms from the
previous measures with stimulation of the median nerve either at the wrist or at the elbow. Prolongation of
minimal F latency to this degree, if reproducible, suggests a proximal conduction delay. This may be the
only abnormality in some patients with Guillain-Barre syndrome during an acute stage.
The F Wave and the A Wave 453
central latency, the FWCV, and the F ra- a variety of other neuropathies.99 Other
tio provides additional information not categories of disorders associated with F
otherwise available, especially in the com- wave changes include entrapment neuro-
34,178
parison of proximal and distal segments pathies, amyotrophic lateral sclero-
(see Tables 18-1 and 18-2). sis, and radiculopathies.35,55 Some pa-
5
Figure 18-7. M response (horizontal brackets) and F wave (small arrows) recorded from the thenar muscles
(cases 1 and 2) and hypothenar muscles (cases 3 and 4) in patients with hereditary motor sensory neu-
ropathy type I. Three consecutive trials in each showed markedly increased latencies of the M response and
F wave, requiring a slower sweep speed of 20 ms/cm instead of the usual 5 ms/cm. Because of slowed con-
duction, the M response and F wave were separated even with proximal stimulation at the axilla, rendering
the collision technique unnecessary. [From Kimura,80 with permission.]
454 Special Techniques and Studies in Children
percent of the guinea pigs and 7 percent of patients with spasticity.40 Reflex compo-
the rabbits showed an abnormal increase nents may contribute to the late response,
in F-wave latency in fibers with173
normal mo- especially if the patient has prominent hy-
tor nerve conduction velocity. perreflexia. The degree, duration, and type
F-wave characteristics are altered in of spasticity may determine average as well
some patients with upper motor neuron as maximal amplitude of the F wave.62 Un-
symptoms, implying38,46,118
the importance of usually large F waves may appear in asso-
central interaction. As a test of ciation with clinical spasticity and other
motor neuron excitability,113 however, the upper motor neuron signs (Fig. 18-9).47
F wave provides a less sensitive mea- Patients with upper motor neuron disorders
sure than the H reflex.76 Nonetheless, pa- show less facilitation of F waves with vol-
tients with lower limb spasticity show in- untary muscle contraction partly because
creased mean amplitude and duration of already enhanced baseline values have no
the F waves8 elicited by stimulation of the room for further increase.123 The amplitude
tibial nerve. In one study,33 the largest F of the F wave also increases in disorders of
wave, 4.5 percent of the M response in the lower motor neuron, presumably be-
normal subjects, remained the same in cause regenerated axons supply an in-
the patient group with chronic parapare- creased number of muscle fibers.51,156
sis. In patients with spasticity, however,
the F wave became more persistent, mak-
ing the average amplitude of 32 F waves Normal Values
significantly greater than 1 percent of the
M response seen in normal subjects. An- Tables 18-1 and 18-2 summarize the
other study of patients with spasticity ranges and the upper and lower limits of
showed paradoxical reduction in the av- normal latency, defined as 2 SD around
erage F wave frequency in motor neuron the mean, and other aspects of the F wave
disease together with an increased inci- established in the same control subjects
dence of repeater F waves.139 as described in the preceding section for
A higher rate of stimulation tends to in- nerve conduction studies. Placement of
crease F wave amplitude and persistence in the cathode 3 cm more proximally in this
normal persons39 and to a lesser degree in study of the median and ulnar nerves has
The F Wave and the A Wave 455
456
Figure 18-10 (cent.).
457
458 Special Techniques and Studies in Children
nerves may show slow motor conduction in proximal segment. The considerably in-
the distal segment and normal conduction creased F wave latency suggests demyeli-
in the proximal segment.80 In advanced nation of the involved segment (see Fig.
cases, conduction abnormalities affect both 18-10).58
segments equally. A bimodal distribution of Many patients have a normal F ratio,
motor nerve conduction velocities165 sup- which indicates an equal slowing of con-
ports the dichotomous separation into hy- duction above and below the stimulus site
pertrophic and neuronal types, or Charcot- at the elbow and knee. This does not nec-
Marie-Tooth disease (CMT) 1 and CMT 2 essarily mean uniform abnormalities along
(see Chapter 25-5). Intermediate F-wave la- the entire length of the peripheral nerve.
tencies seen in the present series probably In our series, the cord-to-axilla segment
reflect extreme variability of conduction showed slowing more frequently than the
over a wide spectrum in each group (Fig. elbow-to-wrist segment for both the me-
18-10). dian and ulnar nerves. In calculating the
F ratio, a marked increase in terminal la-
tency compensated for the prominent prox-
Guillain-Barre Syndrome imal abnormalities.
Conduction abnormalities may involve
any segment of the peripheral nerve in Diabetic, Uremic, and
this syndrome (Table 18-4). The disease Other Neuropathies
commonly affects the most proximal, pos-
sibly radicular, portion of the nerve and Clinical observations of a glove and stock-
the most distal or terminal segment, rel- ing distribution of neuropathic symptoms
atively sparing the main nerve trunk in do not necessarily imply a distally domi-
early stages (see Chapter 25-3).85,89,93 nant pathologic process (see Chapter
The routine conduction studies may show 25-2). In fact, probability models can re-
normal results in 15-20 percent of cases produce the same sensory deficit on the
tested within the first few days of onset.32 basis of randomly distributed axonal dys-
Some of these patients may have axonal function.176 Diabetic neuropathy shows
neuropathies, but others probably have notable F-wave changes, reflecting con-
the lesion too proximal for detection with duction abnormalities over both proxi-
the use of ordinary techniques. These mal and distal segments,17,26,58,91,170 al-
cases typically show absent F waves ini- though not as a universal finding in mild
tially during acute stages of illness. The cases.122 In fact, minimal F wave latency
return of the previously absent F wave in- serves as the most sensitive and repro-
dicates recovery of conduction across the ducible measure of conduction slowing in
patients with diabetes mellitus (see Chap- less, a reduced F ratio of the median nerve
ter 7-6).4,94 The average value and distri- in the carpal tunnel syndrome rivals that
bution of the F ratio indicate distally in diabetic neuropathy (see Fig. 18-11).91
prominent conduction abnormalities de- F waves may also show abnormalities in
spite slowing along the entire length of the compression neuropathies of the ulnar
nerve (Fig. 18-11). In contrast, patients nerve. Differences between minimum and
with proximal amyotrophy may have an maximum F-wave latencies may provide a
increased F ratio in the lower limbs.11 sensitive indicator for early detection of
Patients undergoing hemodialysis for this syndrome.157,158 In the carpal tunnel
chronic renal112 or hepatic37 failure have syndrome, unaffected neurons backfire at
an increased F wave latency and a latency higher than normal frequencies, resulting
difference between the minimum and in an increased percentage of repeater F
maximum values. In some of these pa- waves.109
tients, an increased F ratio implies pre-
dominant affection of the proximal nerve
segment;10 in others, slowing of nerve Plexopathy and Radiculopathy
conduction involves both segments to the
same extent.36 A number of reports have suggested clin-
ical value in assessing patients with root
injuries.34,35,53,78,126,164,169 The F wave
Entrapment Syndromes usually remains normal in latency in most
cases of radiculopathy, even if the lesion
In general, the F wave latency fails to pro- affects the motor fibers. Thus, normal
vide a sensitive measure for the evalua- studies do not preclude the presence of
tion of entrapment syndromes because radicular lesions. In the thoracic-outlet
disproportionately longer unaffected seg- syndrome, the F wave latency may in-
ments tend to dilute the focal conduction crease in the classic type with neuronal
abnormalities (see Chapter 7-6). Nonethe- involvement,24,67,177,178 but rarely if vas-
cular symptoms predominate.84,157,158 F-
wave changes render useful information in
some children with brachial plexus injury
at birth,97 but the results may remain
normal in clinically established cases of
brachial or lumbosacral plexopathy.2
In general, the F-wave determination
provides only limited help as might be ex-
pected on theoretical grounds in the early
diagnosis of focal abnormalities.51,143 An
unequivocal delay or absence of the F
wave in conjunction with normal motor
conduction distally, however, indicates a
proximal lesion (Fig. 18-12). Right-sided
versus left-sided comparison is usually a
reliable means of assessing unilateral le-
sions, although even this measure often
falls short of documenting small latency
change.84 The F-wave persistence declines
on the affected side, compared with the
normal side, when the proximal lesion in-
Figure 18-11. F ratio of the median nerve in the duces partial conduction block. F chrono-
control group, carpal tunnel syndrome (CTS), and dispersion shows a more postural effect
diabetic polyneuropathy. Statistical analysis showed than the minimal latency in patients with
significantly (p 0.01) reduced ratios in both disease
groups, indicating disproportionate slowing of mo- lumbosacral root compression and canal
tor conduction distally. [From Kimura,86 with per- stenosis.163 In some patients with neuro-
mission.] genic claudication, serial studies before
460 Special Techniques and Studies in Children
and after ambulation reveal dynamic al- plitude and persistence.59 In our experi-
terations in F-wave persistence and la- ence, hysterical paresis also reduces F-
tency.108,136,161 These reversible changes wave excitability, probably because of the
suggest ischemic conduction block and lack of facilitatory drive.
slowing in proximal motor axons, cor- Systematic administration of anesthetic
roborating a neurologic origin for the agents intravenously affected100F-wave ex-
symptoms. citability only little, if at all. Intrathe-
cal baclofen application, however, altered
F-wave mean and maximum amplitude as
States of Altered Excitability well as mean duration, in a quantifiable
manner.25 Intravenous or subcutaneous
Spinal shock suppresses the H reflex and injections of thyrotropin-releasing hor-
F wave below the lesion very early after mone rapidly7 increased the amplitude of
injury. Although H reflexes tend to recover the F waves.
within days, F waves may remain absent
for weeks.102 In one series,19 50 percent
of the acute spinal cord injury patients REFERENCES
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the excitability of the motor neurons. This dren undergoing hemodialysis. Arch Phys Med
Rehabil 62:487-491, 1981.
type of F-wave change can also occur in 2. Aiello I, Patraskakis S, Sau GF, Zirattu G, Bis-
an evolving 3,16,160
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malities seen in 58early stages of Guillain- compression. Electromyogr Clin Neurophysiol
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3. Amoiridis G, Poehlau D, Przuntek H: Neuro-
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4. Andersen H, Stalberg E, Falck B: F-wave la-
subjects, simulating paresis for 6 hours tency, the most sensitive nerve conduction pa-
by immobilizing the limb with a cast, F rameter in patients with diabetes mellitus.
waves showed reversible declines in am- Muscle Nerve 20:1296-1302, 1997.
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[Abstract]. Muscle Nerve 3:182, 1980c. ulation on ipsilateral and contralateral mo-
159. Soichot P, Roth G: High frequency discharge of toneuron excitability: An analysis using H-
a fraction (f) of motor unit action potential. reflexes and F-waves. Electromyogr Clin Neu-
Electroencephalogr Clin Neurophysiol 101: rophysiol 33:259-264, 1993.
201-205, 1996. 176. Waxman SG, Brill MH, Geschwind N, Sabin
160. Syme JA, Kelly JJ: Absent F-waves early in a TD, Lettvin JY: Probability of conduction deficit
case of transverse myelitis. Muscle Nerve 17: as related to fiber length in random distribu-
462-465, 1994. tion models of peripheral neuropathies. J Neu-
161. Tag LM, Schwartz MS, Swash M: Postural ef- rol Sci 29:39-53, 1976.
fects on F wave parameters in lumbosacral root 177. Weber RJ, Piero DL: F-wave evaluation of tho-
compression and canal stenosis. Brain 111: racic outlet syndrome: A multiple regression
207-213, 1988. derived F wave latency predicting technique.
162. Tanenbaum DI, Jabre JF: New method for ex- Arch Phys Med Rehabil 59:464-469, 1978.
pressing F-wave data as conduction velocity. 178. Wulff CH, Gilliatt RW: F waves in patients with
J Electromyogr Kinesiol 1:68-74, 1991. hand wasting caused by a cervical rib and
163. Tang LM, Schwartz MS, Swash M: Postural ef- band. Muscle Nerve 2:452-457, 1979.
fects on F wave parameters in lumbosacral root 179. Yates SK, Brown WF: Characteristics of the F
compression and canal stenosis. Brain 111: response: A single motor unit study. J Neurol
207-213, 1988. Neurosurg Psychiatry 42:161-170, 1979.
164. Thacker AK, Misra S, Katiyar BC: Nerve con- 180. Young RR, Shahani BT: Clinical value and lim-
duction studies in upper limbs of patients with itations of F-wave determination. Muscle Nerve
cervical spondylosis and motor neurone dis- 1:248-250, 1978.
ease. Acta Neurol Scand 78:45-48, 1988. 181. Young MS, Triggs WJ: Effect of stimulator ori-
165. Thomas PK, Came DB, Stewart G: Hereditary entation on F-wave persistence. Muscle Nerve
motor and sensory polyneuropathy (peroneal 21:1324-1326, 1998.
Chapter 19
H, T, MASSETER, AND
OTHER REFLEXES
1. INTRODUCTION
2. H REFLEX AND T REFLEX
H Reflex versus F Wave
Recording Procedures of the Soleus H Reflex
Excitability and the Recovery Curve
Clinical Applications
3. THE MASSETER AND PTERYGOID REFLEX
Methods and Normal Values
Clinical Applications
Masseteric Silent Period
4. THE TONIC VIBRATION REFLEX
Normal and Abnormal Responses
Clinical Applications
5. THE SILENT PERIOD, LONG-LATENCY REFLEX, AND
CORTICAL RESPONSE
Silent Period
Physiologic Mechanisms
Potentials That Break Through the Silent Period
6. OTHER REFLEXES
nervous system not accessible by the con- flex can be evoked in the soleus and plan-
ventional methods. tar foot muscles after stimulation of the
tibial nerve and less consistently in the
flexor carpi radialis after stimulation of
2 H REFLEX AND T REFLEX the tibial and median nerves at
rest.85,105,182,283,318 stimulation of the
femoral nerve also can elicit a reflex re-
Neurologic examination exploits the mus- sponse of the quadriceps in some but not
cle stretch reflex to measure motor neu- all subjects.8,129 When necessary, mild vol-
ron excitability in spasticity and other re- untary contraction primes the motor neu-
lated conditions. Clinical observation, ron pool sufficiently to allow reflexive acti-
however, falls short in objectively evaluat- vation of other muscles such as biceps
ing the briskness, velocity, or symmetry of brachii, extensor digitorum longus, and tib-
these responses. Electrophysiologic record- ialis anterior.47,84,128,147,261,297,318,372 Un-
ings offer these advantages by quantitating der this condition, H-reflex latencies ex-
the response after a mechanical tap to the ceeded minimal F-wave latencies when
Achilles tendon or electrical stimulation of evaluating the abductor pollicis brevis and
the tibial nerve. The electrically elicited tibialis anterior but not the soleus mus-
spinal monosynaptic reflex, called the H cle.37 Thus, the H reflexes elicitable only
reflex after Hoffmann, bypasses the mus- when primed by voluntary contraction may
cle spindles, although otherwise it is iden- preferentially involve the low threshold slow
tical in many respects to the stretch re- conducting motor neurons, whereas the
flex induced by a163mechanical tap to the minimal latency F waves represent the high
tendon (T) reflex. Comparison of the H threshold fast conducting pools.
and T reflexes, therefore, provides an in- Despite the traditional emphasis on
direct measure of spindle sensitivity con- homonymous activation, IA afferents have
trolled by the gamma motor system. In a widespread projection to heteronymous
healthy adults, electrical stimulation elic- motor neuron pools. For example, the bi-
its H reflexes only when applied to the me- ceps brachii receive monosynaptic excita-
dian or tibial nerve. In contrast, mechani- tion from afferents in the median nerve at
cal stretch of any muscle evokes T reflexes. the elbow as shown by poststimulus time
For example, tapping the voluntarily con- histograms of voluntarily active motor
tracted erector spinae evokes two compo- units.49 In fact, stimulation of the median
nent stretch reflexes, short-latency Rls nerve at the elbow elicits a reproducible
considered segmental in origin, and long- heteronymous monosynaptic reflex in the
latency R2, induced by the suprasegmen- contracting biceps brachii, producing a
tal pathway.342 In one study,215 mechan- response smaller than the homonymous
ical stimuli to the ankle and patellar but H reflex evoked by stimulation at Erb's
not triceps tendon elicited the T reflex point.261 Similarly, stimulation of the me-
consistently in healthy subjects, suggest- dian nerve at the elbow elicits the H re-
ing their clinical value. The tendon jerk flex not only in the flexor carpi radialis
reflex elicited by a mechanical tap, how- as expected but also in the flexor digito-
ever, provides an incomplete picture of the rum profundus innervated by the ulnar
pathologic changes compared with more nerve.286 These findings offer physiologic
complex patterns of response following evidence in humans of monosynaptic ex-
muscle stretch caused by active or pas- citation from group IA afferents to het-
sive movement.114 eronymous muscles.
The limited distribution of the H reflex
at rest stands in contrast to an unre-
H Reflex versus F Wave stricted elicitation of the F wave in prac-
tically any distal limb muscle. The effect
Stimulation of most nerves in the limb, of increasing stimulus intensity also dis-
including the ulnar nerve, elicits an H re- tinguishes the two (Fig. 19-1). The H re-
flex in newborn infants and during the flex amplitude increases initially as the
first year of life.161,346 In adults, the re- stimulus changes from subthreshold to
468 Special Techniques and Studies in Children
from antidromic invasion while at the same As mentioned earlier, this reflects a
time being eliminated by collision. Gamma greater variability in synaptic transmis-
hydroxybutyrate, known to promote cata- sion at a motor neuron compared with a
plexy, markedly suppresses the H reflex, relatively constant turnaround time for a
presumably by presynaptic inhibition, recurrent discharge.183,315,355 In one
without affecting the F wave.240 A differen- study, the latency of successive H reflexes
tial effect on the two responses may not recorded from single muscle fibers of the
serve as an indirect measure of presynap- human triceps surae varied up to 2.5
tic inhibition of IA fibers mediating the H ms.355 In a similar study, H-reflex jitter
reflex because changes in motor neuron ex- showed a direct correlation with H-reflex
citability influence the F wave much less latency, which, therefore, may serve as an
than the H reflex.178 indirect measure of the motor unit size
Consecutive F waves characteristically and recruitment threshold.184
vary in latency and waveform, because
they represent recurrent discharges of dif-
ferent groups of motor neurons with vari- Recording Procedures
able conduction characteristics. In con- of the Soleus H Reflex
trast, H reflexes remain relatively constant
if elicited by the same stimuli because The H reflex recorded with the patient
each trial activates the same motor neu- supine or prone suffices in clinical deter-
ron pool as long as motor neuron ex- mination of reflex latencies (Fig. 19-3). For
citability remains the same126 (Fig. 19-2). an accurate analysis of the amplitude or
The amplitude of the H reflex, however, force of the reflex response, the subject
declines when activated repetitively.120 sits upright in a modified dental chair.
The low-frequency depression seen at a With this arrangement, a potentiometer
stimulus rate of 1 pulse per second may monitors the movement of the feet, and175a
result from processes intrinsic to the force transducer measures the torque.
presynaptic bouton.176 In testing individ- A soft cushion supports the knee, semi-
ual axons with single-muscle-fiber record- flexed at about 120 degrees. Maintaining
ing, the latency variability of consecutive the angle of the ankle joint constant at
H reflexes far exceeds that of the F waves. about 110 degrees helps establish optimal
Figure 19-3. Recording of electrically induced H reflex from the soleus muscle with the active electrode (Gi)
on the medial surface of the leg at the edge of the tibia, one half to two thirds of the way from the popliteal
fossa to the ankle, and the reference electrode (G2) over the Achilles tendon. Shocks of submaximal intensity
and long duration (1 ms) applied at the popliteal fossa optimally activate the afferent fibers of the tibial nerve.
470 Special Techniques and Studies in Children
relaxation of the calf muscle. The tradi- cle contraction with a transducer placed
tional recording uses the active electrode against the foot plate. In isotonic condi-
(Gi) placed 2 cm distal to the insertion of tions, a potentiometer mounted on the
the gastrocnemius on the Achilles tendon axis of the foot plate determines the de-
and the reference electrode (02), 3 cm fur- gree and rate of foot displacement. The
ther distally, with a ground electrode lo- common evaluation of muscle action po-
cated between the stimulating and record- tentials recorded reflexively from the soleus
ing electrodes. An alternative, generally include the onset latencies of the H and
preferred, derivation consists of GI placed T reflexes determined to the initial deflec-
over the soleus just medial to the tibia, half tion, either negative or positive, Hmax/
the distance from the tibial tubercule to the Mmax and Tmax/Mmax, where Hmax, Mmax,
medial malleolus, and G2 over the Achilles and Tmax represent the maximal ampli-
tendon medial and proximal to the medial tude of the H reflex, M response, and T
malleolus.70 A second pair of electrodes, reflex. Submaximal M responses exceed-
placed over the belly of the anterior tibialis ing 5-10 percent of the maximal size
muscle 3 cm apart, along the longitudinal closely resemble the waveform of the to-
axis and near midline, monitors the an- tal response.172 This provides a rationale
tagonistic muscle. Intramuscular studies for expressing H- and T-reflex amplitudes
reveal a substantially greater contribution as a percentage of the M response. In as-
of the soleus compared with either medial sessing these indices, the subject must
or lateral gastrocnemius in the surface- control the degree of muscle contraction
recorded H reflex.247 Thus, the recorded H lest variability of baseline tension alter the
reflex varies in amplitude and waveform de- H-reflex magnitude.366 Hmax/Mmax is
pending on the placement of the recording greater when recorded from the soleus
electrodes. It appears as a triphasic poten- than from the gastrocnemius.271
tial with initial positivity with electrodes
placed over the gastrocnemius and as a
diphasic potential with initial negativity Excitability and the
when recorded from the soleus. Recovery Curve
The effective modes of stimuli include
(1} an electrical or magnetic stimulation When elicited with an optimal mechanical
applied to the tibial nerve at the SI nerve or electrical stimulus, the amplitude of the
root, sciatic nerve, or popliteal fossa (H re- H and T reflexes provides a measure of mo-
flex); (2) a tap of the Achilles tendon with tor neuron excitability. 23,206,284,347,365,371
a reflex hammer fitted to trigger the os- Suppression of the H reflex, however, may
cilloscope (T reflex), and (3) a mechanical also result from presynaptic inhibition of
stretch by quick displacement of the an- IA afferents. In general, preservation of F
kle. The ability to elicit the soleus H waves associated with a suppressed H re-
reflex from stimulation distally and prox- flex suggests a reduction of excitatory in-
imally106,107,202,236,290,385,387
helps localize the site of involve- put rather than decreased excitability of
ment. standard- motor neurons.227 As stated earlier in this
ization of stimulus conditions ensures chapter, however, methodological prob-
reproducible results. The amplitude of the lems confound the comparison of the F
H reflex and its relationship to the M re- wave and H reflex in elucidating the re-
sponse change with stimulus duration. sponsible physiologic mechanisms of ex-
Based on the recruitment curves, a stim- citability change.179 Nonetheless, the H-
ulus duration between 0.5 and 1 ms best reflex measurement helps in quantita-
elicits H reflexes.268,287 Stepwise change tively evaluating supraspinal and seg-
of shock intensities helps determine opti- mental inputs on the alpha motor neu-
mal electrical stimuli for obtaining the rons 13,80,81,117,225,229,376
maximal responses. In studying the T re- Postural changes play an important
82,98,190,205,223,270,273
flex, a handheld reflex hammer often gives role. For example,
acceptable results equal in reliability to lateral tilting modulates the soleus H re-
complicated instrumental stimulators.334 flex through vestibular influences, show-
Studies under isometric conditions ing ipsilateral suppression and contralat-
should measure the force of induced mus- eral facilitation.5,6 These data indicate that,
H, T, Masseter, and Other Reflexes 471
in humans, as in the decerebrate cat, tonic citability may change as the secondary
labyrinth reflexes act asymmetrically. Cal- effect of group IA inflows caused by
oric stimulation of the labyrinth facilitates mechanical stretch of the ankle extensor
the H reflex bilaterally.79,83 muscles on relaxation of the flexor mus-
Sleep in general, and the rapid eye move- cles.61,176,188 Selective cutaneous stimu-
ment period in particular, depresses the lation of the peroneal or tibial nerve
reflex.161 The background fusimotor ac- circumvents such ambiguity.230,294 In nor-
tivity has little or no influence in elicit- mal subjects, it results in marked am-
ing an Achilles' tendon jerk during plitude reduction of the test response at an
complete relaxation,41,42 although spindle interstimulus interval of about 100
discharges induced by shortening the ms130,131,173,174 This physiologic inhibition
homonymous muscle depress the mono- may not occur in the presence of parkin-
synaptic reflexes.377 Descending motor sonian rigidity.246 Conditioning cutaneous
commands that produce patterned volun- stimulation may even facilitate the H reflex
tary activity during pedaling normally in patients with corticospinal lesions.
causes facilitation during the downstroke The use of a subthreshold conditioning
and suppression during the upstroke. Loss stimulus provides another way of assess-
of this supraspinal control over the spinal ing supranuclear control of the H reflex.
inhibitory mechanism may contribute to The excitability curve plotted by this
the functional disability in spasticity.31 method consists of an early facilitation last-
Other related areas of interest include ing 25 ms and a period of predominant de-
spasticity 32,63,111,113,211,232,296,298,344,348,378 pression for the next 500 ms before the ex-
dystonia,33 task-dependency,45,94,95,319 citability approaches the control level (Fig.
drug effect,238 anesthesia,228,249,272 pre- 19-4). Superimposed on this long-lasting
paratory anticipation,121 and selective suppression, interceding potentiation be-
rhizotomy.55-71-234 gins from 50 to 200 ms or sometimes up
The paired-shock technique reveals the to 300 ms, peaking at 150 ms. Initial fa-
time course of alteration in motor neuron cilitation coincides with the excitatory post-
excitability by means of conditioning and synaptic potential in subliminally activated
test stimuli.195,285,381 Shocks of supra- alpha motor neurons.340 Subsequent de-
threshold intensity exert two opposing ef- pression presumably reflects presynaptic
fects on the excitability of the motor neu- inhibition or transmitter depletion. The in-
ron pool: On the one hand, those motor tervening relative facilitation, seen bilater-
neurons that have discharged in response ally with unilateral conditioning,305 may re-
to the conditioning stimulus become less re- sult from interaction of segmental or long
sponsive to a subsequent stimulus because loop reflexes.130,131
of the refractory period, the Renshaw effect, The paired-shock technique also re-
and other inhibitory mechanisms. On the veals19,21.46,62,196,266,269,379
the effects of reciprocal inhibi-
other hand, the remaining motor neurons, tion and reflex in
activated subliminally by the conditioning teractions.154,235 For example, femoral
stimulus, become more excitable in re- nerve stimulation produces heteronymous
sponse to the test stimulus as the result of reflex responses in tibialis anterior and
partial depolarization. The presence of these soleus, inducing short latency facilitation
two competing factors complicates the in- followed by long-lasting inhibition of the H
terpretation of the result.158 To further com- reflex at appropriate latencies.258,259 Con-
pound the problems, the size of the test H versely, the conditioning impulse from sci-
reflex also depends on the physiologic char- atic nerve afferents facilitates vastus medi-
acteristics of the sampled motor neurons alis motor neurons at the joint time of
and syn-aptic effects on recruitment arrival of the test volley via the H reflex or
gain.198 In experimental studies, single mo- corticospinal pathways. Subsequent inhi-
tor unit analysis circumvents these uncer- bition seen only in the H reflex implies
tainties, providing a tool to explore the ef- presynaptic Inhibition of the IA afferent ter-
fect of a conditioning stimulus on a unitary minals.310,360,386 A selective voluntary con-
H reflex.329,330 traction also produces H-reflex excitability
If the conditioning stimulus gives rise to changes by presynaptic and postsynaptic
muscle contraction, motor neuron ex- mechanisms.2,37,43,176,239,375
472 Special Techniques and Studies in Children
Figure 19-4. Conditioning of an H reflex by a subliminal H reflex stimulus. In the upper hal/"are specimen
records arranged in groups of three for each experimental situation. To the right are three H2 control re-
flexes before and after the conditioning series. To the left are groups of three conditioned H2 reflexes at test-
ing intervals of 25, 50, 100, 150, 225, 300, and 450 ms as indicated in the lower curve. The Si stimulus
was just below the threshold for evoking an H reflex whereas the S2 stimulus was just below the threshold
for an M response. The lower curve shows plotting of the mean of the three H2 reflexes at each testing in-
terval (abscissa), the mean sizes being expressed as percentages of the mean H2 reflex controls. [From Ta-
borikova and Sax,340 with permission.]
of the foot,333 the H reflex recorded from tal conduction time.242 This stands in con-
the extensor digitorum longus84 or tibialis trast to the utility of reflex studies in
anterior297 after stimulation of the common assessing diffuse or multisegmental pathol-
peroneal nerve may show abnormalities in ogy like chronic demyelinating polyneu-
patients with L5 or L4,5 radiculopathy. In ropathy, in which a longer pathway yields
patients with cervical radiculopathy, ab- a greater latency increase.216 To circum-
normality of flexor carpi radialis reflex vent this problem, H-M intervals to S1 root
may indicate lesions of the C6 or C7 root stimulation provide more reliable measures
Or both 262,263,316,317 of conduction across a short segment
The recruitment curve of the soleus H re- within the spinal canal comprising the
flex may reveal an increased threshold of proximal afferents, anterior horn cells and
excitation during transient conduction ab- ventral roots. In one study of 100 healthy
normalities as might be seen in neurogenic subjects (Fig. 19-5),385 peak latency differ-
claudication.98,289 Other conditions associ- ences between the simultaneously recorded
ated with depressed stretch reflex such as M response and H reflex were 2.6 ± 0.7 ms
neuropathy and Adie's syndrome265 also (mean ± SD) with stimulation at T12 to L1,
show a diminished or absent H reflex. As 4.2 ± 0.6 ms at L2 to L3, and 5.5 ± 0.3 ms
with the F wave, H-reflex or T-reflex laten- at L4 to L5 spinal processes and 6.8 ± 0.5
cies along the entire pathway often fail to ms at the S1 foramen.
detect a focal abnormality, which results in Table 19-1 summarizes the normal val-
only a limited percentage increase of the to- ues found in our laboratory in healthy
Figure 19-5. A. Schematic representation of soleus H reflexes elicited by electrical stimulation of the S1
root at the S1 foramen and of the tibial nerve at the popliteal fossa. B. The response complex of the H re-
flex and the M response elicited by magnetic stimulation (upper traces) and electrical stimulation (lower
traces) of the S1 nerve root at the S1 foramen. The intensity of the nerve stimulus is shown to the right of
the traces. [From Zhu, Starr, and Haldeman et al,385]
474 Special Techniques and Studies in Children
adults. In evaluating a unilateral lesion, clinical context but does not by itself
the latency difference between the two constitute sufficient evidence of a herni-
sides provides the most sensitive measure ated disc or of a need for laminectomy.138
of the T or H reflex (Fig. 19-6).34 Unilat- Preterm neonates have slower H reflex con-
eral absence or a right-left latency differ- duction velocity than full-term babies.264
ence greater than 2.0 ms supports the di- Normal values for the soleus H reflex es-
agnosis of S1 radiculopathy in the proper tablished in 83 preterm and term infants
include the latency (mean ± SD) of 19.2 ±
2.16 ms for conceptional ages 31-34 weeks,
16.7 ± 1.5 ms for ages 35-39 weeks, and
15.9 ± 1.5 ms for 40-45 weeks.36 These re-
sults reflect the degree of myelination in in-
fants of increasing conceptional age, show-
ing progressive latency diminution despite
the longer reflex pathway associated with
growth (see Chapter 22-5). In one study of
103 elderly subjects aged 60-80 years, the
H reflex elicited in 92 percent of the popu-
lation showed average latencies of 30.8 ±
2.6 ms (mean ± SD) on the right and 30.7 ±
26 ms on the left, with an upper limit 112 of
normal side-to-side difference of 1.8 ms.
3 THE MASSETER
AND PTERYGOID REFLEX
ences of 168
0.29 ± 0.21 ms, in 23 healthy vol- cation of the afferent nerve cell body, in-
unteers. tra-axial mesencephalic nucleus, and ex-
tra-axial craniospinal ganglia. A normal
masseter reflex in patients with pure sen-
Clinical Applications sory symptoms favors a diagnosis of gan-
glionopathy 17instead of axonal sensory
The jaw reflex poses technical problems as neuropathy.
a diagnostic test in standardizing the me-
chanical stimulus and regulating the tonus
of the masseter for optimal activation (Fig. Masseteric Silent Period
19-8). Nonetheless, an unequivocal uni-
lateral delay or absence suggests a lesion A jaw reflex elicited during voluntary
of the203,313
trigeminal nerve or the brain- clenching gives rise to a brief pause in the
stem. Electromyographic study of electromyographic activity of the masseter
the masseter muscle may document the muscle (Fig. 19-9). This inactivity, referred
presence of denervation, thus localizing to as the masseteric silent period, 338,341
lasts
the lesion within the motor pathway.281 about 30 ms in normal subjects.
In one study, the use of the jaw reflex as A similar masseteric silence also follows
a test of midbrain function revealed ab- acoustic or electric stimulation of the
sence or increased latency in 12 of an un- tongue, gums, oral mucosa, or belly of the
selected series of 32 patients with multi- muscle.135,136,255,325 A unilateral stimulus
ple sclerosis.141,382 In another study of 51 suppresses the muscle activity on both
patients with internuclear ophthalmople- sides, indicating the presence of crossed
gia, an abnormality limited to the mas- and uncrossed central pathways for this in-
seter reflex, suggested a midbrain lesion hibition.209,279,282 The masseteric silent pe-
in 59 percent whereas abnormal R1 of the riod simulates an analogous phenomenon
blink reflex indicated rostral pontine in- seen in limb muscles after electric stimula-
volvement in 35 percent.169 In Friedreich's tion of the nerve (see this chapter, part 5).
ataxia, which is characterized by absent In one study assessing the effects of
or hypoactive stretch reflexes in the up- brainstem lesions on the two phases of si-
per and lower limbs, the masseter reflex lence, S1 and S2, evoked by stimulation of
remains unaffected and 14,15,132
may paradoxi- the mental nerve, abnormalities tended to
cally show hyperactivity. This dis- implicate the pontine tegmentum between
crepancy probably reflects a different lo- the midpons and the pontomedullary
junction.280 The afferent impulses for Si
probably reach the pons via the trigemi-
nal sensory root, enter the ipsilateral
trigeminal spinal tract, and ascend, via in-
terneurons, to the trigeminal motor nuclei
on both sides. The impulses responsible
for S2 follow a similar but independent
path, descending more caudally to the
pontomedullary junction involving the lat-
eral reticular formation. The second and
third divisions of the trigeminal nerve con-
stitute the afferent arc of these reflexes.
Central activation of inhibitory interneu-
rons in the brainstem results in suppres-
sion of the trigeminal motor nuclei, re-
laxing the jaw-closing muscles.67
The force and direction of the tap and
Figure 19-8. Jaw reflex recorded simultaneously the magnitude of jaw clenching substan-
from right (top tracing of each frame) and left (bot-
tom) masseter after a mechanical tap on the chin tially influence the mechanically induced
(open arrow). Four trials are taken to show consis- silent periods. In particular, a decrease in
tency of the response. voluntary muscle contraction results in a
H, T, Masseter, and Other Reflexes 477
Figure 19-9. A. Voluntary contraction of the masseter. Electromyography was recorded simultaneously from
right (top tracing) and left (bottom) sides using two pairs of surface electrodes placed on the belly of the mus-
cle (G1) and under the chin (G2) on each side. B. Silent period (SP) of the masseter. The recording arrange-
ment is the same as in A, but the mechanical tap was applied to the chin at the beginning of the sweep
(open arrow). Electrical activity ceases immediately following the jaw reflex (arrows from top) elicited by the
stimulus. Small voluntary potentials (brackets) break through in the midst of the SP before the return of full
volitional activity (arrows from bottom) approximately 80 ms after the tap.
major increase in its duration. Thus, stim- traction of the muscle.38,39,93,185 This tonic
ulus and subject variables tend to limit its vibration reflex in many respects simulates
use as a clinical test of the masticatory sys- a tonic stretch reflex,135,137,151,267 al-
tem.253 Some patients with tetanus lack though skin mechanoreceptors may also
the inhibition.116,303,304 Conversely, its du- contribute.1,103 Hence, the vibration pro-
ration exceeds the normal range in pa- vides a means of testing motor neuron re-
tients with25 the temporomandibular joint action to tonic, rather than phasic, stim-
syndrome. Patients with Wallenberg syn- uli.86,160,217,362 Studies of the tonic reflex
drome show a variety of abnormalities in consist of stimulating the tendon with a
brainstem reflexes, including a masseter small vibrator that oscillates at 150 Hz
inhibitory reflex elicited by electrical stim- with an approximate amplitude of 0.5-1.5
ulation (see Chapter 17-4).361 The onset mm and recording muscle responses with
latency of the silent period may show a de- surface electrodes placed over the belly
lay, reflecting proximal conduction abnor- (G1) and tendon (G2). Intervals of at least
malities in a demyelinative polyneuropa- 10 seconds should separate the stimuli to
thy16 and diabetic polyneuropathy.65 avoid cumulative depression of the reflex
activities evoked segmentally.
Clinical Applications
Clinical applications include early detec-
tion of incipient weakness, subclinical
rigidity, spasticity, and involuntary move-
ments such as tremors, clonus, and
choreoathetosis and dystonia.149,189,217
Figure 19-10. Effects of continuous muscle vibra- The tonic vibration reflex varies from pa-
tion in a normal subject showing suppression of pha- tient to patient, depending on the site of
sic stretch reflexes with or without the generation of spinal cord lesions. Thus, the predictable
the tonic vibration reflex (TVR). A. Vibration of the
quadriceps while knee reflexes are elicited every 5 s. pattern of abnormality, if clearly eluci-
Knee reflexes are depressed during the period of vi- dated, would help localize the responsible
bration (black bar) even without the development of lesion.26-28
tonic contraction, probably because of the spread of A large number of papers have appeared
the vibration wave to flexor muscles. B. Suppression describing the effect of tonic vibration on
of knee reflexes accompanying a tonic contraction
induced by vibration. C. Voluntary contraction of spasticity or rigidity.149,164,217 In most re-
quadriceps in the same subject as in B, without sup- ported series, vibration produced beneficial
pression of knee reflexes. Calibration: Vertical 0.4 effects, for example, (I) increased volun-
kg for A, 0.6 kg for B and C; horizontal, 10 s. [From tary power of a weak muscle, (2) reduced
De Gail et al,75 with permission.]
resistance of the spastic antagonist, and
(3) increased range of motion.26,27 Unfor-
tunately, these positive effects last only for
arc.159 Studies in cat gastrocnemius mus- the duration of the vibration, which in
cle before and after lesions at preselected practice cannot exceed a few minutes be-
neural sites indicate that (1) the reflex de- cause of frictional generation of heat.
pends on an intact neural axis caudal to Nonetheless, the technique holds promise
the midcolliculus, (2) facilitatory pathways as a diagnostic test for patients with spinal
ascend ipsilaterally in the ventral quadrant cord injuries and dystonia.
of the spinal cord, (3) the lateral vestibular
nucleus and pontine reticular formation
provide essential facilitation, and (4) the
medullary reticular formation subserves in-
5 THE SILENT PERIOD,
LONG-LATENCY REFLEX,
hibition. 10,40 AND CORTICAL RESPONSE
Patients with a variety of motor disor-
ders develop abnormalities of the tonic vi-
bration reflex.27,92,191,217,332 These changes Silent Period
include (1) absence or diminution of the
response, (2) loss of voluntary control over Despite continued effort, action potentials
the reflex, (3) more abrupt development of a voluntarily contracting muscle un-
and termination of the response than in dergo a transient suppression following
normal persons, (4) loss or diminution in electric stimulation of the mixed nerve in-
H, T, Masseter, and Other Reflexes 479
close relationship with the motor prepa- taneous electrical stimulation of the sural
ration and programming.204 nerve145 tends to suppress the flexor re-
Despite the prevailing view that M2 trav- flex. Flexor reflex recordings may pro-
els via a cerebral pathway, some studies vide a useful measure for quantifying the
have provided contradictory findings. For benefit of antispastic therapy such as in-
example, these discharges may persist af- trathecal baclofen.288 Similar to the eye
ter spinal 133,350
cord transection in cats and blink conditioning paradigm, the human
monkeys, which suggests a seg- flexion reflex can serve as a model in clas-
mental origin. Sudden stretching of the sical conditioning experiments.207,292,349
human wrist, eliciting long-loop stretch Analogous to flexor reflexes in the limb
reflexes, accompanies a series of spindle muscles, stimulation of perianal skin elic-
discharges.150 Repetitive segmental re- its a two-component response in the ex-
flexes may result from these group IA af- ternal anal sphincter.291,339 Stimulation
ferent bursts, giving rise to a latency com- of penis or clitoris also evokes reflex re-
parable with the transcortical pathways. sponses with a typical latency of 33 ms in
In a patient with mirror movements, the external anal and urethral sphinc-
stretch reflexes of the hand, but not the ters.370 Similarly, stimulation of the dor-
arm, gave rise to contralateral M2 re- sal genital nerve elicits reflex activation of
sponses, indicating the absence of the external anal sphincter with a latency
transcortical mechanisms for the long-la- of 38.5 ±5.8 ms (mean ± SD). Patients
tency response in the proximal muscle.115 with fecal incontinence may have absence
The same physiologic mechanisms may or delay of this pudendoanal reflex.363
underlie the late response elicited by cu- With the active electrode (G1) over the bul-
taneous stimulation and long-loop reflex bocavernosus muscle beneath the scro-
induced by stretching of the spin- tum and the reference electrode (G2)over
dle.22,35,295 Both may represent activity at the iliac crest, pudenda! nerve stimulation
the segmental level modulated by de- applied at a rate of 1.5 Hz elicits, after 30
scending impulses from the higher cen- to 50 averaging, an initially negative
ter, such as the cerebellum.122 biphasic or triphasic reflex response with
onset latency of 35.9 ± 9.0 ms.153 Unilat-
eral stimulation of the genital nerve also
elicits two-component bulbocavernosus
6 OTHER REFLEXES reflexes, R1 and R2, bilaterally via crossed
and uncrossed spinal cord pathways.299
These techniques may prove useful in
The flexor reflex elicited by stimulation of the evaluation of diabetic neuropathy,127
the peripheral nerve consists of two or more impotence secondary to peripheral nerve
components usually demonstrating excita- involvement,254 spinal cord injury, and
tion-inhibition Cycles.88'118,256,260,306 Anal- neurogenic bladder.194 The bulbocaver-
ogous to the clinical Babinski sign, stroking nosus reflex may provide a more sensitive
the plantar surface with a blunt probe elic- measure of the sacral nervous system
its a flexor reflex recordable from the ex- than conventional or single fiber elec-
tensor digitorum longus and the extensor tromyography of external urethral and
hallucis longus with a latency ranging from anal sphincters.367-369 The voluntary act
160 to 500 ms, depending on the intensity of micturition suppresses this reflex in
and 307
speed of the mechanical stimula- normal persons, but not in patients with
tion. 9Electrical stimulation of the sole of upper motor323neuron lesions or voiding
the foot or of the fingers119,134,326 elicits dysfunction. Nerve conduction studies
cutaneous withdrawal reflexes approxi- of the dorsal nerve of the penis and pu-
mately coinciding with a silent period in ac- dendal somatosensory evoked potentials
tive muscles. In standing humans, noci- complement the measurement of the re-
ceptive stimulation induces a spinal reflex flex latency in diagnostic evaluation of
pattern without disturbing the support bowel, bladder, and sexual function (see
function of the limb.12,74,309,336 In pa- Fig. 20-20A).192,380
tients with spinal cord injuries, transcu- The auditory postauricular reflex gen-
H, T, Masseter, and Other Reflexes 483
erated in the posterior auricular muscle P, Cristofori MC, Manca M: Diagnostic use of
has two prominent components at laten- H-reflex from vastus medialis muscle. Elec-
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traction of the neck extensor or facial Modular organization of human leg withdrawal
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markedly enlarged reflex may help differ- foot sole. Muscle Nerve 22:1520-1530, 1999.
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Chapter 20
THE SOMATOSENSORY
EVOKED POTENTIAL
1. INTRODUCTION
2. TECHNIQUES AND GENERAL PRINCIPLES
Stimulation
Recording
Averaging Procedure
3. FIELD THEORY
Near-Field Potential versus Far-Field Potential
Animal and Human Studies of Peripheral Nerve Volleys
Concept of Junctional Potential
Clinical Implications
4. NEURAL SOURCES OF VARIOUS PEAKS
Nomenclature
Median and Ulnar Nerves
Tibial and Peroneal Nerves
Trigeminal Nerve
Pudendal Nerve
Other Nerves
Dermatomal Stimulation
5. PATHWAYS FOR SOMATOSENSORY POTENTIALS
Peripheral Inputs and Their Interaction
Central Mechanisms for Integration
Measurement of Conduction Time and Various Factors
6. CLINICAL APPLICATIONS
Common Derivations and Normal Values
Peripheral Nerve
Spinal Cord and Brainstem
Diencephalon and Cerebrum
Multiple Sclerosis
Spinal Cord Monitoring
Clinical Value and Limitations
495
496 Special Techniques and Studies in Children
497
498 Special Techniques and Studies in Children
500
The Somatosensory Evoked Potential 501
a slot of the partition. Stimulation of the ing of the antidromic median sensory po-
nerve at the initial chambers gave rise to a tentials along the third digit, for example,
biphasic action potential recorded by adja- a stationary positive peak developed co-
cent fluid electrodes in the subsequent incident with the entry of the propagating
chambers. With wider separation of the two sensory potential into the palm-digit junc-
recording electrodes, the number of action tion.249 The same far-field activity may
potentials increased to equal the number precede the M response as a premotor po-
of the partitions between the electrodes. A tential, depending on the electrode place-
subsequent experiment315 demonstrated ment used for motor conduction stud-
that the biphasic action potential recorded ies.116,336 In referential recording of
between the adjacent fluid electrodes be- antidromic radial sensory potentials (Fig.
came monophasic after sectioning of the 20-2A), the digital electrodes detected two
nerve at the point of exit from the slot to stationary FFPs, PI-NI and PII-NII.247,250
the next compartment. Cutting the nerve When compared with bipolar recording of
at the point of its entrance into the slot to- the traveling source, PI occurred with the
tally abolished the evoked potential. passage of the propagating sensory im-
Studies of the peripheral sensory po- pulse at the wrist, and PII, at the base of
tentials in humans, as simple models of the digit (Fig. 20-2B). Systematic alter-
far-field recording, elucidated the possible ation of stimulus intensity has revealed
physiologic mechanisms for the genera- that FFP occurs in proportion to the prop-
tion of stationary peaks from a moving agating volley detected at the boundary of
source.247,249,250,475 In referential record- the volume conductor (Fig. 20-3).247
Median and Ulnar Nerves Figure 20-5. Simultaneous recording from Cz (1)
referenced to knee (4) and low cervical electrode (3)
referenced to ear (2) after stimulation of the median
Several studies have confirmed the pres- nerve at the wrist in a normal subject. Four positive
ence of short-latency SEPs in adults peaks, P9, P11, P13, and P14 recorded at Cz were
and children.55,71,74,92,138,266,284,426,433 The nearly identical in latency to four negative peaks, N9
multi-channel SEPs recorded simultane- (P C9 ), N11, N13, and N14 recorded at the low cervical
electrode [cf. Figs. 20-6 and 20-7). [From Yamada,
ously from the scalp and cervical electrodes Kimura, and Nitz,471 with permission.]
help delineate the field distribution of such
short-latency components (Figs. 20-5
through 20-7, Table 20-1). Most of these teristic maturational changes in their
studies relate to median SEPs, but stud- topographic distribution of late SEP com-
ies of the ulnar nerve have revealed com- ponents (see Chapter 22-9).237
parable results.129,153,154,205 Some stud- Stimulation of the median nerve at the
ies have dealt with normative data in wrist elicits cervical potentials consisting
children,158,494 showing complex matura- of four negative peaks (N9, N11, N13, and
tional changes, that complicate the inter- N14) when referenced to the tied ears (see
pretation.159,162,292 Neurologically intact Fig. 20-5).471 The earliest component
preterm and term infants present charac- shows relative positivity if recorded with
the shoulder and axilla and positivity over the most controversial SEP topics.300,489
the entire scalp and neck (see Figs. 20-6 The negativity reaches a maximum at the
and 20-8). The propagating impulse gen- cervical level with decreasing amplitude
erates a junctional potential at this level, rostrally and caudally.31,471 A slight delay
reflecting an abrupt geometric change of of N13 at higher cervical electrodes sug-
the volume conductor, anatomic orienta- gests the presence of a traveling wave.253
tion of the impulse, and branching of the Recordings of N13 from esophageal elec-
nerve 95,189,249,250,251,317,471 trodes or from anterior neck electrodes
According to an estimation based on clearly establish the existence of an an-
nerve conduction studies, sensory im- teroposterior field with positivity anteri-
pulses reach the spinal cord in 10-11 ms orly and maximum amplitude below the
after stimulation of the median nerve at foramen magnum.93,217 These findings
the wrist.131,253 Thus, N11 starts upon ar- suggest that the near-field N13 recorded
rival of the peripheral nerve volley at the over the cervical spine probably originates
spinal cord level.92 It closely relates to the in the dorsal horns, although ascending
activity recorded from the side of the neck volleys in the dorsal column may also con-
ipsilateral to the stimulation (Fig. 20-9). tribute. Lesions at the cervicomedullary
The characteristics of the refractory pe- junction spare N13, while abolishing sub-
riod indicate the143presynaptic nature of sequent components.299 Some investiga-
this component. The neural source of tors have recorded two subcomponents
N11, therefore, must lie near the entry with different orientations, N13a/P13a and
zone, with scalp-recorded P11 reflecting N13b/P13b, possibly corresponding to gen-
the positive end of the same field.471 Some erators in4,217,218
the dorsal horns and the cuneate
investigators, however, have observed a nucleus. Epidural, pial, and sub-
delayed NH in patients with cervical cord pial recording allows detection of addi-
and medullary lesions. This finding would tional low-amplitude high-frequency waves
imply a more rostral origin.18 superimposed on P9-N13, presumably re-
Despite considerable clarification dur- lated to the cuneate fascicles.101,348
ing recent years, the origin and identity of The third positive scalp potential consists
the N13/P13 components still rank among of two different generator sources, P13 and
The Somatosensory Evoked Potential 507
508
Figure 20-11 (cont.). C. Topographic display of scalp (10-20 International Electrode Placement system) and
cervical potentials (C7) to stimulation of the left median nerve. Frontal Ni7 (FPa, F4) preceded central Ni9 (C4)
and parietal N20 (P4) contralateral to the stimulus. N17 also appeared at the vertex (Cz and frontal and cen-
tral areas ipsilaterally (F3, C3). [From Kimura and Yamada,251 with permission.] D. Cervical and scalp-
recorded SEPs in two normal subjects after simultaneous bilateral stimulation. Tracings were recorded from
the left (C3) and right (C4) central regions of the scalp and the mid-neck, all referenced to the connected
ears. The initial positive potential (IP) consists of Pi3 and P14, and the cervical potential (CP) consists of N9,
N11, N13, and N14. The subsequent negative and positive peaks, NI, PI, Nil, PII, and NIII, correspond to N19,
N22. N32, P40, and N60. [From Yamada, Machida and Kimura,474 with permission.]
509
510 Special Techniques and Studies in Children
near the generator site gives rise to the structure. The slow negative component,
cervical potentials and that scalp- N18, however, appears on the scalp with
recorded peaks reflect FFPs from the same a latency shorter than that of the nega-
source. Based on the polarity and mean tivity in the thalamus,3 and an extensive
latency, the presumed generator sites in- thalamic298 or pontine lesion404 may
clude (1) the entry to the brachial plexus spare N18, abolishing N20 and subsequent
at the shoulder (Ng and Pg), (2) entry to components. A far-field theory predicts
the cervical cord at the neck (Ni i and PI i), the generation of a slow negative rebound
(3) dorsal column volley with possible con- after positive peaks, P9, P11, P13, and P14
tributions from dorsal horn interneurons as the ascending impulse crosses the
and the cuneate nucleus (Ni3 and PIS), and shoulder and foramen magnum.246,431,434
(4) entry to the medial lemniscus at the Documented cases with involvement of
foramen magnum (N14 and P14). Of these, P14 without change in N18405 and dissoci-
P9, P11, and P14 represent, at least in part, ated effect of vibration on these two com-
a junctional potential generated by propa- ponents293 imply that the onset of N18
gating volleys crossing the geometric parti- may be even more caudal, perhaps repre-
tion at the shoulder, neck, and foramen senting the slow negative sequelae of P9
magnum. For clinical application, a com- generated at the brachial plexus.
bined recording from the scalp with a non- Topographic analyses have shown con-
cephalic reference or from the neck with a flicting results regarding the possible dipole
cephalic reference best delineates short-la- relationship5,88,96,407,443
between parietal N2o and
tency SEPs (see Fig. 20-7).465,471 frontal p20. Despite a similar-
Negative-positive peaks, NI, PI, and NII, ity in latency, close scrutiny reveals that
subsequent to P14 (Fig. 20-11 and Table P20 has a slightly later onset than N20.92,251
20-2) show the shortest latency at the The N20 and P20 show distinct amplitude
frontal electrodes (N 18 , P20, and N2g), with changes with increasing stimulus fre-
a progressive delay toward the central quency, indicating that these potentials
(N 19 , P22, and N32) and parietal (N20, P26, arise from separate generators.90 The dipole
and N34) areas. In contrast to a small N18 theory also falls short of providing an ade-
recorded bilaterally in the frontal region, quate explanation for some of the reported
the first major negative peaks, N19 and observations in clinical context. For exam-
N 20 , skew to the hemisphere contralateral ple, patients with motor neuron disease
to the side of stimulation. The vertex and show selective alteration of prerolandic po-
ipsilateral, and occasionally contralateral, tentials.488 Conversely, those with anterior
central electrodes may also register the lesions may show preservation of the pari-
first negative peak, N18. In this case, N18 etal N2o despite substantial loss of frontal
precedes N19 as an additional separate P20 These findings suggest a radially, rather
peak, suggesting the presence of two dis- than tangentially, oriented dipole mainly in
tinct components of separate neural ori- the parietal area. 190 To further confound the
gin. The appearance of N18 after P14, issue, the central P22 may have yet another
which arises in the medial lemniscus, ini- independent source, showing radial orien-
tially suggested its originate in a thalamic tation over the precentral gyms96,450 or the
structure297,447,448,452 or subthalamic postcentral gyrus.41,43,45
Figure 2O-12. Tibial SEPs after stimulation at the ankle in a normal subject (left) and a patient with sy-
ringomyelia and loss of vibration sense in the right leg (right). Note markedly reduced P40 and N45 to right-
sided stimulation in the patient (middle tracing). Hie use of an ear reference precluded the recording of short-
latency positive peaks, P17 and P24, and minimized P31 and the subsequent negative peak, N37, preceding
P40 (cf. Fig. 20-15.)
512 Special Techniques and Studies in Children
Figure 20-16. Surface recording of lumbosacral evoked potentials after stimulation of the right (A), left (B),
and bilateral (C) tibial nerves at the popliteal fossa using a common reference electrode placed over the T6
spine. The responses consist of spinal (S) and double-peaked (R and A) cauda equina potentials as labeled
in C. In the diagram of the lower spine and pelvis on the right, the shaded areas indicate the locations of
recording electrodes at T12, L2, L4, and S1 vertebral levels. All traces represent averages of 64 responses.
[From Dimitrijevic, Larsson, Lehmkuhl et al,102 with permission.]
The Somatosensory Evoked Potential 515
The cord peak recorded at the level of the eral nerve146bundle,268,369,394 the upper or
T12 spinous process probably consists of lower lip, the gums,30,50 tongue, 6
and
several components, including volleys in other parts of the face.21 Each of these
the dorsal root and dorsal column,94 or- methods evokes a major triphasic wave-
thodromic and antidromic discharges in form, which varies considerably depending
the ventral roots,351 and activities gen- on the technique used. In one study, scalp
erated locally in interneurons. When SEPs elicited by stimulation of the second
recorded caudal to the T12 spinous division (upper lip) consisted of N8, P14f and
process, the potential that occurs syn- N18, whereas stimulation of the third divi-
chronously with the cord peak, and la- sion (lower lip) reversed the polarity to P8,
beled as the A wave by some, may repre- N13, and P19.146 A bipolar recording be-
sent efferent motor activity in the anterior tween C3 (G1) and F3 (G2) also revealed an
root.91,102,351 It may also reflect a junc- inverted sequence, NI, PI, and Nil or NIS,
tional potential recorded at the reference P19, and N2e, following simultaneous stim-
electrode, which becomes positive (P24) ulation of both the upper and lower lips
when traveling volleys arrive at the conus unilaterally (Fig. 20-19 and Table 20-4).415
medullaris (N23) (Fig. 20-18). Such a pos- With an ear reference, stimulation of the
itive field extends over the entire trunk, gum above the first maxillary bicuspid
head, and arm, affecting any reference elicited scalp responses N20, Ps4, and Nsi.29
electrode placed rostral to the T12 spin- Stimulation of the infraorbital nerve elicited
ous process.494 three peaks over the scalp, Wi, W2, and Ws,
corresponding to the activity at the entry
into the gasserian ganglion, into the pons,
Trigeminal Nerve and into the trigeminal spinal tract. Awake
subjects also had additional components
In eliciting SEPs from the trigeminal nerve, P4, NS, PG, and Ny when recorded with the
the sites of stimulation include the periph- use of a noncephalic reference.269 These
516 Special Techniques and Studies in Children
Figure 20-18. Far-field peaks (FFPs), recorded over the scalp, and near-field potentials (NFPs), recorded
along the thoracic and lumbar spine and gluteal fold, after stimulation of the tibial nerve at the ankle. The
scalp peaks consist of PI7, P24, and PSI (left, top), which coincide with the arrival of NFP at the hip (Nie),
conus medullaris (N23), and brainstem, respectively. The first lumbar potential (N 2 i), which probably origi-
nates from the cauda equina, gives rise to an inconsistent FFP over the scalp. The second ("N24") and the
third ("Nsi") peaks in the right and middle columns represent FFPs registered by an "active" reference elec-
trode. In the left column, the use of the "inactive" knee reference eliminated the superfluous peaks.
peaks probably correspond to FFPs gener- nents. Technical problems limit the clinical
ated at the mandibular foramen, foramen usefulness of trigeminal SEPs, despite their
ovale, and gasserian ganglion or trigemlnal theoretic applicability to a number of enti-
29
root after stimulation of the mandibular ties, such as trigeminal neuralgia and
nerve in cats.2 paratrigeminal syndromes.267 Air puff
The dependence of the waveform on the stimulation induces neither stimulus nor
mode of stimulation and recording montage muscle artifacts.185 This combined with
makes it imperative to standardize the test high-amplitude evoked potentials en-
for clinical use in each laboratory. Each hances the signal-to-noise ratio.
published method has advantages and dis-
advantages. Surface stimulation of the
trigeminal nerve bundle or the lip tends to Pudenda! Nerve
activate facial muscles, causing major in-
terference with the signal. Needle stimu- Stimulation applied either to the base of
lation of the peripheral division, although the penis through a pair of ring electrodes
invasive, accomplishes more selective ac- or to the clitoral branch of the pudenda!
tivation of the sensory fibers. Stimulation nerve elicits SEPs 177,420
over the sensory cortex
of the gum requires a special supporter to and spinal cord. The concurrent
maintain optimal contact between the elec- measurement of the cortical and spinal
trodes and the surface. Regardless of the potentials and bulbocavernosus reflexes
method selected, surface current readily (see Chapter 19-6) permits the evaluation
spreads to the pick-up electrodes because of the peripheral and central sensory and
of their proximity. This results in a large motor pathways. Stimulation of the vesi-
stimulus artifact that tends to preclude ac- courethral junction also elicits cerebral
curate analysis of short-latency compo- evoked responses with a late prominent
The Somatosensory Evoked Potential 517
Figure 20-20. A. Somatosensoiy evoked potential recorded 2 cm behind Cz on stimulation of pudendal and
posterior tibial nerves. B. Spinal somatosensory evoked responses recorded at the L1 vertebral spinous
process on stimulation of pudendal (top) and posterior tibial nerves (bottom). [From Haldeman, Bradley, Bha-
tia et al,177 with permission.]
evoke lower amplitude responses with enough to activate both large- and small-
fewer components than electric stimula- diameter fibers in the peroneal nerve pro-
tion, which65,150
activates more fibers syn- duces SEPs even after transection of the
chronously. Passive plantar flexion dorsal column and spinocervical tract in
of the ankle can also elicit cerebral po- cats.242 These findings all support the
tentials in humans, presumably via the contention that first-order afferent fibers
afferent fibers that originate from muscle outside the posterior column contribute to
mechanoreceptors.409 Thus, the fast- some of the SEP peaks. Clinical observa-
conducting, large, myelinated sensory tions also support the experimental evi-
fibers of the dorsal column-medial lem- dence in favor of separate sensory path-
niscal system, via either cutaneous affer- ways mediating various SEP peaks.
ents5 or muscle afferents152 primarily, al- Similarly, occasional patients with selec-
though not exclusively, mediate SEP tive impairment of pain-temperature sen-
components. sation without loss of position-vibration
Activity carried in the anterolateral col- sense have a depressed or absent NII de-
umn, however, also reaches the cortex in spite relative preservation of NI (Figs.
monkeys as well as in humans.15,498 In- 20-21 and 20-22).473 Conversely, lesions
deed, stimulation with an intensity great of the brainstem, cervical cord, or brachial
plexus479 may affect NI and earlier peaks of vibration and touch sensations.387 Brief
selectively, sparing NII and subsequent heat pulses applied to the skin excite the
components (Figs. 20-23 to 20-25). Such afferent pathway of pain and temperature
dissociated abnormalities of early or late sensitivity.439 In normal subjects, stimu-
components suggest the presence of at lation with CO2 laser radiant heat elicits
least partially independent central path- a large P320, maximal at vertex but dis-
ways, mediating NI, NII, and NIII. These tributed widely over the scalp.222,231,437
findings also tend to refute the traditional Its amplitude decreases and latency in-
view that successive peaks of the SEP rep- creases with reduction in stimulus inten-
resent the sequential activation of a uni- sity. Calculations using this method re-
tary somatosensory pathway. A high- vealed an estimated conduction velocity of
intensity stimulation elicited cortical SEPs 9 m/s 223
for the A5 fibers in the peripheral
with a latency of 84 ms for an estimated nerve, and 8-10 m/s for the slowly con-
propagation velocity of 12 m/s in a man ducting spinothalamic tract in hu-
with a complete loss of large myelinated mans.228 Clinical studies showed a posi-
sensory fibers.68 tive relationship between pain SEP and
A pinprick, but neither touch nor tac- densities of small myelinated 283
fibers of the
tile tap, elicits SEPs in patients with loss sural nerve in neuropathies, a drasti-
cally increased latency consistent with de- ment primarily affect the late cortical SEP,
layed pain perception in neurosyphilis,441 more than early cortical responses with
and normal pain SEPs in hereditary mo- minimal change in subcortical compo-
tor and sensory neuropathy with the nents.17,52,363,367,451 In one study, move-
preservation of C-fiber function.264 Other ment of the first digit, but not the fifth
conditions evaluated by this technique in- digit, attenuated P27 cerebral potentials
clude cortical reflex myoclonus,232 disso- elicited by stimulation of the first and sec-
ciated sensory loss of pain and tempera- ond digits, or the median nerve. Con-
ture,39,438 carpal
350,440
tunnel 480syndrome,20 versely, movement of the fifth digit, but
syringomyelia stroke, and facial not of the first digit, attenuated the com-
hypesthesia.76 ponent evoked by stimulation of the fifth
The brief effect of an inflated cuff on the digit, or the ulnar nerve. These findings
nerve, caused by ischemia rather than by suggest selective gating of SEPs with
mechanical compression, involves the movement that involves the areas of stim-
largest myelinated fibers first. Such ulation.424 In one study, aged healthy
tourniquet-induced ischemia diminishes subjects had a larger SEP amplitude at
the short-latency SEP peaks, P9, P14, and rest and showed greater amplitude re-
the first cortical response, NI, along with duction by voluntary movement than
the nearly parallel loss476of the potential younger controls.435 Thus, the magnitude
recorded at Erb's point. Thus, the large of gating may depend on SEP amplitude
myelinated fibers responsible for nerve ac- at rest. Pre-movement gating of frontal N30
tion potentials must subserve the early with no effect on N20 suggests a rostral
SEP components. Relative sparing of the projection from the primary somatosen-
later components, PII, NII, PIII, and NIII, sory area or direct projection from the
implies the presence of independent thalamus to the motor cortices.388 Men-
routes, possibly involving different pe- tal movement simulation also affects the
ripheral axons, for example, smaller N30 frontal component.53,360 Vibration at-
myelinated fibers. Interestingly, ischemia tenuates spinal and cerebral potentials
prolongs the latencies of PII and later evoked by stimulation of the mixed nerve
peaks more than those of the earlier peaks or muscle spindle but has no effect on cu-
(Fig. 20-26), again indicating the hetero- taneous input.63,64 Prior stimulation of
geneity of the afferent fibers contributing the same or other nerve also modifies
to the SEPs. SEPs 169,319,331,353 The final wayeform of
the recorded potential depends on a com-
plex interaction of varied sensory inputs
Central Mechanisms from different sources,220,224,225
some facilitatory
for Integration and others inhibitory. Cognitive
components also alter the later compo-
During gating experiments, which test in- nents of SEP, which therefore serve as a
put interactions, different kinds of move- measure of cortical function."
The Somatosensory Evoked Potential 523
Figure 2O-26. A. Sequential changes of scalp-recorded SEPs (left) and Erb's potential (right) during me-
chanical application of a pressure cuff around the upper arm in a normal subject. Ischemia affected the ini-
tial positive and negative components, P14 and Nig, along with Erb's potentials earlier than the subsequent
components P22,N32, P40, and N60. A 24 minute compression abolished the "ischemia-sensitive" peaks while
preserving the "ischemia resistant" peaks relatively intact. B. Effect of ischemia on the SEPs and Erb's po-
tential. The change in latency in milliseconds (ordinate) plotted against duration of ischemia in minutes (ab-
scissa) showed a clear dissociation in the time course of latency change between the "ischemia-sensitive"
and "ischemia-resistant" components. [From Yamada, Muroga and Kimura,476 with permission.]
Despite this complexity, SEPs generally ley reached 50 percent of its maximum.152
favor the inputs from the fast-conducting Therefore, a few large afferent fibers that
fibers that reach the synapse first, oc- survive peripheral pathology may suffice
cluding those from the slow conducting to evoke a nearly normal SEP. In addition,
fibers by prior activation of the common the differential effect of desynchronization
pathway shared by the afferent fibers. on peripheral axons and central synaptic
This phenomenon would explain the gen- relays may cause apparent dissociation
eration of relatively preserved SEPs de- between central and peripheral sensory
spite a very abnormal sensory nerve ac- responses. The nerve action potential un-
tion potential in patients with peripheral dergoes substantial diminution based
neuropathies. Such discrepancy may also solely on phase cancellation between unit
result from central amplification that discharges of fast- and 248 slow-conducting
compensates for peripheral conduction fibers (see Chapter 7-5). Similarly, the
block.134 In one study, early components diminution of early SEPs may initially re-
of SEPs attained a maximum amplitude sult from temporal dispersion of axonal
before the responsible muscle afferent vol- volleys rather than from conduction
524 Special Techniques and Studies in Children
block. If so, the cortex, operating as an of age, scalp-recorded tibial SEPs show la-
integrator, may generate a sizeable evoked tency changes that reflect complex matu-
response after several synaptic relays, ration of central pathways. In contrast,
which tend to resynchronize the incoming the latencies of the peripheral and lum-
inputs. bar potentials correlate positively with age
Regardless of the underlying physiologic and height, yielding a predictable nomo-
mechanisms, these observations have gram.163 Short-latency SEPs in infants
practical implication in the clinical as- and children resemble those of adults but
sessment of SEP abnormalities. Patients show great maturational changes until
with severe sensory neuropathy may have adolescence. The peripheral part of the
absent peripheral nerve potentials with sensory pathway reaches the adult range
preserved, albeit delayed, SEP peaks. at 3-4 years of432age and the central part,
These disorders may affect the amplitude at school age. The central conduction
of the initial SEP peaks selectively with- time (mean ± SD), measured from the cer-
out concomitant diminution of the later vical area (N13) to the primary cortical re-
components. More importantly, conduc- sponse (NI), remains relatively constant
tion abnormalities of the peripheral nerve (5.66 ± 0.44 ms) between 10 and 49 years
can lead to increased interpeak latencies of age. It increases by approximately 0.3
of scalp responses as the result of dis- ms between the fifth and sixth decades,
proportionate delay of the late compo- with no further change thereafter.191
nents. Thus, a latency dissociation be- The somatosensory latency has two
tween early and late SEP peaks does not parts, peripheral conduction from the
necessarily imply a central lesion. This stimulus site to the spinal cord entry and
possibility underscores the importance of central conduction along the remaining
demonstrating the integrity of the periph- segment of the first-order afferent up to
eral nervous system by appropriate con- the dorsal column nuclei and subsequent
duction studies as part of SEP evalua- relay through the lemniscal system and
tions. thalamocortical fibers over at least three
synapses. The spinal potentials recorded
over the C7 and T12 spinous processes
Measurement of Conduction reveals peripheral conduction time in the
Time and Various Factors upper and lower limbs. The remaining
central latency for the median and tibial
In the clinical assessment of SEPs, two nerves measures the sensory pathways
separate trials with the same stimulus from the cervical enlargement (C7 spin-
setting serve to confirm the consistency of ous process) and the conus medullaris
the recorded response. Repeat studies on (T12 spinous process). The difference be-
successive occasions show better stability tween the two provides the spinal cord
for SEPs elicited by stimulation of the up- conduction from the conus medullaris to
per limbs than of the lower limbs. The the cervical enlargement.107,127 The la-
usual measurements include onset and tency difference between cortical poten-
peak latencies and peak-to-peak ampli- tials elicited by epidural stimulation of the
tudes (see Tables 20-1 to 20-3). Available cervical and thoracic spinal cord also
data suggest a linear relationship between serves as32 a measure of spinal cord con-
the subject's height and the latency of a duction. Because of a cumulative error,
given peak elicited by stimulation of a the currently available indirect estimate
lower limb.239 SEP latencies, which in- provides only a gross approximation of
clude synaptic delay, also change as a spinal cord conduction. In addition, the
function of body temperature, affecting technique applies only to SEP components
central, more than peripheral, conduction mediated by large myelinated, fast-con-
times.192,295 ducting fibers. Changes in conduction
Group means of the median SEPs indi- characteristics of slower conducting fibers
cate minor differences in waveform and la- not assessed by conventional nerve con-
tency between the genders..197 During nor- duction studies, could alter the SEP latency
mal postnatal development up to 8 years and waveform. Analysis with correlation co-
The Somatosensory Evoked Potential 525
efficients can determine their reproducibil- nerves. The median nerve enters the
ity and side-to-side asymmetry.262 spinal cord through C5 to Tl roots. The
large myelinated fibers that carry propri-
oception, conveying touch, pressure, and
6 CLINICAL APPLICATIONS vibration sense, ascend the dorsal col-
umn, reaching the cuneate nucleus at the
medulla. Following synaptic connection
Studies of SEPs have made steady there, the second-order neuron crosses to
progress since the original description by the opposite side via the medial lemnis-
Dawson84 more than half a century ago. cus, and ascends to the ventral postero-
The advent of microcomputers and digital lateral nucleus of the thalamus. The
processors has freed the student of clini- third-order neuron then reaches the so-
cal neurophysiology from the limitations matosensory cortex, posterior to the cen-
of analog analysis. This in turn has led to tral sulcus.
a rapid escalation in the use of SEPs and We use a four-channel montage to trace
other evoked potential studies in the clin- the signal along the anatomic route of so-
ical domain, and a great number of pa- matosensory pathways from Erb's point
tients undergo such a test as a routine (channel 4) to cervical spine (channel 3)
procedure. Important questions remain, and then to scalp (channels 1 and 2) (Figs.
however, to delineate the practical scope 20-27 and 20-28 and Tables 20-6 to
of the SEP and its proper usage.13,244,260 20-8). Channel 4 records N10, or the
These include standardization of the tech- nerve potential at Erb's point, with a mean
nique and nomenclature, precise localiza- latency of 10 ms, which serves as a mon-
tion of neural generators, and elucidation itor of the peripheral nerve. Channel 3
of various 178
factors that affect the mea- registers three negative peaks, N9, N1l,
surements. and N13, derived from combination of
near- and far-field activities. Of these, N9
represents a positive FFP, P9, recorded by
Common Derivations and the reference electrode as the impulse
Normal Values crosses the distal portion of the brachial
plexus. Most propose N1l to arise from
Median SEPs generally have larger and the root entry zone as a presynaptic po-
better defined responses than the corre- tential and N13, from the cervical cord,
sponding peaks of ulnar SEPs or those the posterior columns, or cuneate nucleus
elicited by stimulation of pure sensory as a postsynaptic potential.
The FFPs of clinical interest include four advantage when monitoring cervical cord
positive peaks, P9, Pll, P13, and P14, function during surgery.
recorded from C'3 or C'4 scalp electrodes In contrast to bifrontally distributed far-
usually by means of a non-cephalic refer- field negativity (N18) the first near-field
ence (see Fig. 20-1). This derivation often peak, N20, shows a clearly localized area
poses substantial technical difficulty be- over the somatosensory cortex in the con-
cause interfering noise increases in pro- tralateral parietal region, providing a
portion to the distance between the active means for evaluating thalamocortical pro-
and reference leads. To circumvent this jection and sensory cortex. Thus, the four-
problem, channels 1 and 2 register P13 channel derivation described here can
and P14 with the ear as the reference. The register propagation of impulse along the
scalp lead from the frontal but not pari- anatomic pathway of somatosensory sig-
etal region registers a negative FFP, N18, nals. The median SEPs also include later
following positive FFPs, P13 and P14. In potentials such as N32, P40, N60, P100,
our montage, therefore, a combination and N130. These intermediate- and long-
of scalp channels referenced to the ears latency components vary considerably, re-
and a neck channel using anterior-to- flecting the subject's vigilance, attention
posterior derivation substitutes the cum- to the stimulus, and other cognitive func-
bersome scalp-noncephalic recording in tions. Each wave has its own character-
measuring the FFPs. These far-field peaks istic scalp distribution, presumably rep-
show resistance to anesthesia, a distinct resenting neuroanatomic and physiologic
substrates for cortical sensory processing. face electrodes placed along the spine
Thus, these late waves may provide use- show propagation of a traveling impulse
ful information in the evaluation of higher above the T12 spinal level, but these small
cortical functions, although their clinical responses often escape detection. Chan-
value is limited. nel 2 with the scalp electrode C'z refer-
enced to the ear registers P31,N35, and
NERVES OF THE LOWER LIMB
P40. Of these, P31 corresponds to P13/P14
of the median nerve SEP, arising from me-
The usual sites of stimulation include the dial lemniscus. Like P13/P14, P31 remains
tibial nerve at the ankle and, less com- stable under anesthesia, providing a use-
monly, the peroneal nerve at the knee. We ful measure for spinal cord monitoring.
use four-channel recording of the tibial The onset of N35 probably in part repre-
SEP, which shows less intraindividual sents a negative FFP equivalent to N18 of
and interindividual variability than per- the median nerve SEP.
oneal nerve SEPs (Figs. 20-29 and 20-30 Unlike N20 of the median SEP, its coun-
and Tables 20-9 and 20-10). terpart, N35 of the tibial SEP, generally
Channel 4 registers N8, or the periph- shows a small amplitude even in normal
eral potential with a latency of about 8 subjects. Channel 1 with C'Z-FZ (Fpz) de-
ms. Channel 3, similar to its counterpart rivation suites best for defining P40, the
in median nerve SEPs, registers a combi- most consistent scalp-recorded cortical
nation of near-field and far-field activities. component, showing maximum amplitude
Of these, N24, recorded at L1 and T12 at the vertex on the hemisphere ipsilat-
spinal processes, derives from the conus eral to the side of stimulation. The inter-
medullaris and N21 from the cauda wave peak latencies of N24-P31 and
equina, which in some cases appears as N24-P37 serve as a measure of conduction
a small notch over the rising phase of N24. time along the spinal and central so-
These two components correspond to N11 matosensory pathways. Tibial SEP laten-
and N13 of the median nerve SEP. Spinal cies, in general, show a linear relationship
potentials recorded from a series of sur- to the subject height in both children and
adults (Figs. 20-31 and 20-32).
Figure 20-29. Four-channel recording of tibial SEP showing a cortical potential, P4o, in scalp-to-scalp de-
rivation and preceding far field potential Pai-Nss when referenced to the ears. L1 iliac crest derivation reg-
isters a far-field potential, P17,and near-field peaks N21 and N24 from cauda equina and conus medullaris.
The latency difference between P31 and N24 approximates the spinal conduction time. The propagating sig-
nal, N8, recorded at the popliteal fossa, monitors the peripheral nerve. [From Yamada,466 with permission.]
skin, joint, and muscle afferent fibers but sponding to the C6, C7, and C8 roots in
also antidromic motor impulses. In con- the differentiation of radicular lesions.418
trast, spinal or scalp-recorded responses Disorders commonly tested by this
result solely from sensory potentials, pri- means include lesions involving the root,
marily mediated by the large afferent plexus, or thoracic outlet (see Fig. 20-
fibers, even after stimulation of a mixed 21). 130,257,341,483,487 A number of Studies
nerve. Selective stimulation of the first, explored the use of segmental and der-
third, and fifth digits elicit SEPs corre- matomal SEPs in the diagnosis of cervical
Figure 2O-30. An abnormal tibial SEP in a patient with thoracic spinal cord injury, showing normal N8 and
N24 and diminished and delayed P40. A prolonged N24-P4o interwave peak latency beyond the upper limit of
normal (21.5 ms) indicates a lesion involving the spinal cord or higher levels.
The Somatosensory Evoked Potential 529
Table 20-9 Four Channel Derivation for Table 20-10 Upper Limit of Normal
Tibial Somatosensory Evoked Potential Values for Tibial Somatosensory Evoked
Stimulation of Left or Right Tibial Nerve Potentials, Mean + 2.5 SD
Channel 1: C'Z(C'1) to Fz(Fpz) Latencies Left-Right Differences
Channel 2: C'z(C'1) to A1 + A2 Popliteal (N8) 10.0 1.0
Channel 3: Ll (T12) spine to iliac crest N24 26.5 2.0
Channel 4: Popliteal fossa (conventional P30 34.7 1.7
bipolar recording) P40 44.0 4.1
C'z is 2 cm posterior to Cz and C'1 is 1 to 2 cm Latency Differences
lateral to C'z on the hemisphere ipsilateral to the N8-N24 16.9 2.1
side of stimulation. N24-P30 11.0 2.1
N24-P40 21.5 4.1
N8-P30 25.2 1.8
34.9 3.8
radiculopathy,,3375 lumbosacral radicu- N8-P40
lopathy,110,120,,368,379,458
' and lumbosacral
spinal stenosis.402 Some advocate its clin-
ical value,240,333,380 whereas others refute data provide only insufficient evidence to
7,10,11,110
such a contention. Studies of support the use of dermatomal SEPs as a
longer pathways tend to mask latency clinical diagnostic tool for radiculopathy,
changes across a short segment because except perhaps in cases of spinal steno-
normal conduction in the remaining re- sis.397,402 Surgical decompression of lum-
gion dilutes the focal delay (see Chapter bar spinal stenosis may shorten the latency
7-6). Thus, intertrial and side-to-side of tibial, peroneal, or sural SEPs.89,166 Pu-
variation tends to mask any small change denda! SEPs, together with the bulbocav-
attributable to a focal lesion. The current ernosus reflex, help evaluate sacral nerve
Figure 2O-31. Tibial nerve SEP simultaneously recorded at various sites after stimulation at the ankle. The
labels show the surface polarity and mean peak latencies observed in 32 normal young subjects (age = 1-8
years, height = 82-130 cm). Electrode placement included popliteal fossa (Pf), first lumbar (L1) and seventh
cervical (C7) vertebral spinous processes, and C'z (2 cm behind Cz) referenced to either Fz or the sixth tho-
racic vertebral spinous process (T6). [From Gilmore, Bass and Wright,163 with permission.]
530 Special Techniques and Studies in Children
root or plexus injuries and bowel, bladder, Spinal Cord and Brainstem
and sexual dysfunction.177,313
SEP measurement also provides sensory Simultaneous recordings of a sensory nerve
studies of the median, ulnar, radial, mus- action potential and SEPs indicate central
culocutaneous, sural, superficial peroneal, involvement in various neuropathies364,385
and saphenous nerves.129,419 Less com- and many systemic disorders, such as late-
326 347
monly studied nerves include 119
posterior onset ataxia,
386
Kennedy's syndrome,
400
femoral cutaneous nerve, saphenous myoclonus, HIV infection, and my-
436
nerve,346 and lateral femoral cutaneous otonic dystrophy.24 In Friedreich's ataxia,
nerve. SEP studies help characterize pe- studies of the sural nerve show normal
ripheral sensory conduction, especially if conduction velocity despite reduced am-
peripheral neuropathies361abolish sensory plitude. Similarly, the median sensory po-
nerve action potentials. In one series of tentials recorded at the clavicular fossa
eight patients with chronic acquired de- show a marked attenuation but little evi-
myelinating neuropathy, however, the re- dence of delay. Studies of SEPs, however,
suits often revealed misleadingly normal reveal a dispersed and delayed cortical re-
data, presumably as the result of central sponse, suggesting210 slowed conduction in
amplification of an attenuated response central pathways. Spinal SEPs also
arising from a few surviving axons con- show frequent defects in spinal afferent
ducting normally.337 In 27 patients with transmission in diabetes, 73,496
Charcot-
Guillain-Barre syndrome, 7 had normal Marie-Tooth disease,211 and other pe-
SEPs despite an abnormal F wave from the ripheral neuropathies.401
same nerve, whereas none with normal SEPs provide a unique33,498
means of assess-
late responses had abnormal SEPs.358 ing spinal 272
cord injury, spinal cord
Other conditions tested usefully include retethering, spinal arteriovenous mal-
cisplatin-induced neuropathy,261 retro- formations,274 subacute combined degen-
grade effects of digital nerve sever- eration, 147,214,408,491,492 spondylotic mye-
The Somatosensory Evoked Potential 531
tral nervous system in humans. Such evoked potential studies in patients with defi-
clinical and experimental data will help nite multiple sclerosis. Arch Neurol 41:1197-
1202, 1984.
define precisely its diagnostic value and 13. Aminoff MJ, Eisen AA: AAEM minimonograph
limitations. With a better understanding #19: Somatosensory evoked potentials. Muscle
of the anatomy and physiology of the sen- Nerve 21:277-290, 1998.
sory pathways and standardization of the 14. Anderson NE, Frith RW, Synek VM: So-
technique, SEP will secure its unique po- matosensory evoked potentials in syringo-
myelia. J Neurol Neurosurg Psychiatry 49:
sition as an important electrophysiologic 1407-1410, 1986.
measure for a number of neural dysfunc- 15. Andersson SA, Norrsell K. Norrsell U: Spinal
tions. pathways projecting to the cerebral first so-
matosensory area in the monkey. J Physiol
(Lond) 225:589-597, 1972.
16. Andersson T, Persson A: Reproducibility of so-
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Chapter 21
MOTOR EVOKED POTENTIALS
1. INTRODUCTION
2. ELECTRICAL STIMULATION OF THE BRAIN AND SPINAL CORD
Animal Experiments
D Wave and I Waves
Technical Considerations
Clinical Studies and Limitations
3. TRANSCRANIAL MAGNETIC STIMULATION
Design of the Magnetic Coil
Discharge Pattern of Motor Neurons
Facilitation and Inhibition
Practice and Safety Considerations
4. STUDIES OF THE PERIPHERAL NERVE
Stimulator Characteristics
Stimulation of Deep Structures
5. CENTRAL CONDUCTION TIME
Method and Normal Values
Use of Root Stimulation
Calculation Based on the F Wave
6. JERK-LOCKED AVERAGING
Technical Principles
Myoclonic Discharges
Other Disorders
7. CLINICAL APPLICATIONS
Normal Values
Multiple Sclerosis
Motor Neuron Disease
Epilepsy
Stroke
Movement Disorders
Ataxia
Myelopathies
Neuropathies and Radiculopathies
Cortical Mapping
Other Applications
553
554 Special Techniques and Studies in Children
Discharge Pattern of
Motor Neurons
The factors that dictate the size of the
MEP include the intensity of stimuli, lo-
cation and orientation of the stimulating
coil, and 121,217,229
intrinsic excitability of neural el-
ements. Responses elicited on
the contralateral side of the body have a Figure 21-2. Compound muscle action potentials
latency consistent with conduction in fast recorded from abductor pollicis brevis after magnetic
coil stimulation at various points along the motor
central pathways (Fig. 21-2). A stimulus pathways. Scalp stimulation characteristically
intensity set approximately 20 percent evokes less than maximal response despite the use
higher than the threshold evokes a fairly of an optimal stimulus.
reproducible response in distal muscles.
Stimuli of a still higher intensity can also
activate the proximal muscles in the up- ductor digiti minimi was less for the left
per limbs. The evoked responses in small hemisphere than for the right.183 17
hand muscles have a longer onset latency According to the size principle, small
usually by about 2 ms than those elicited cortical motor neurons with slowly con-
electrically.123 This difference equals the ducting axons fire first during voluntary
time interval between the D wave and the effort, followed by recruitment of larger,
first I wave, suggesting preferential excita- faster conducting neurons (Fig. 21-4).
tion of interneurons rather than70,190,192
motor neu- Magnetic stimulation also activates the
rons by magnetic stimulation. The cortical motor neurons in the same order,
D wave response generated only with stim- with the first motor units showing a rel-
uli of very high intensity has a shorter la- atively long latency.123 Threshold brain
tency and resists anesthesia.100The direc- stimuli can test this principle by eliciting
tion of current flow in the magnetic coil also single motor unit discharges in the in-
dictates the efficacy of cortical current68,352
for trinsic hand muscles at a constant la-
the interneurons or motor neurons. tency. As expected, magnetic stimulation
To activate the left hemisphere and the even from different coil positions up to 7
right small hand muscles, a circular coil is cm apart initially activates those motor
centered at the vertex directing the induc- units with the lowest threshold for volun-
ing current anticlockwise as viewed from tary activation. Stronger stimuli cause the
above (Fig. 21-3). Reversing the direction same motor units to discharge with less
of the current by turning the coil over stim- latency and recruit other motor units.
ulates the opposite side. In one study, the Single electrical or magnetic stimuli
threshold to activate the contralateral ab- may cause multiple firing at the level of
558 Special Techniques and Studies in Children
Figure 21-3. With a circular coil of diameter 10 to 12 cm centered at the vertex, the circumference of the
coil overlies the hand area of the motor cortex. The tangent at the optimal site is approximately 45° to the
parasagittal plane (a). A figure-eight coil with its central segment overlying the hand area is most effective
when angled to lie along the same tangent (b). [From Mills,208 with permission.]
the anterior horn cell. Thus, the duration trials.23,102,119,205,209,213 In normal sub-
and complexity of the evoked muscle re- jects, firing probability increases approx-
sponse continues to increase with greater imately 20 ms post-stimulus, constituting
stimulus intensity even after the peak-to- the primary peak, which reflects the exci-
peak amplitude has saturated. In fact, a tatory postsynaptic potentials (EPSPs) in-
single maximal cortical stimulus may pro- duced in motor neurons. This type of
duce a twitch force greater than expected assessment has revealed abnormal ex-
by supramaximal excitation of the pe- citability of the corticospinal pathway in
ripheral nerve alone. Collision studies can patients with amyotrophic lateral sclero-
confirm multiple repetitive firing of alpha sis,84,89,153,154,218 but not in Kennedy's
motor neurons in response to a descend- disease, which selectively affects lower
ing volley.69,123,273 Hence, a maximal an- motor neurons.349 The same technique
tidromic volley set up by stimulation at has also elucidated the influence of the
the wrist fails to eliminate entirely the or- corticobulbar system on the orbicularis
thodromic volley of69the peripheral nerve oris, providing evidence for a short-
induced by electric or magnetic brain latency activation of EPSPs consistent only
stimulation. Here, the remaining response with a direct monosynaptic projection.172
corresponds to the spinal motor neurons
firing more than once. These findings sug-
gest that the enhancement of responses Facilitation and Inhibition
by voluntary background contraction de-
pends not only on the additional recruit- Repeated trials of transcranial magnetic
ment of higher threshold motor units in stimulation show a high degree of vari-
the motor neuron pool but also on multi- ability 148,235
in the amplitude of evoked re-
ple firing of the same motor units (Fig. sponse. This instability probably re-
21-5). sults from spontaneous 87fluctuations in
Magnetic stimuli applied transcranially corticospinal excitability. Paired cortical
can modulate the firing of tonically active stimuli reveal a series of excitability
hand muscle motor units. This techni- changes, including initial facilitation at
que involves constructing a peristimu- intervals of 1-2.5 ms, followed by a period
lus time histogram, building up a picture of suppression of up to 20 ms and grad-
of motor-unit firing probability over many ual recovery thereafter.134,269,281 Record-
Motor Evoked Potentials 559
Figure 21-6. Compound muscle action potentials recorded from abductor digiti minimi after magnetic stim-
ulation over the neck and scalp (CJ. Responses in each column represent simultaneous recording from the
minimally contracted muscle on the right and the relaxed muscle on the left. Note the effect of voluntary fa-
cilitation with cortical stimulation, but not with cervical stimulation.
Motor Evoked Potentials 561
spite some findings considered more typ- describes the use and safety of a repetitive
ical of one than another. The technique transcranial magnetic stimulator.43,346,347
may occasionally demonstrate subclinical
motor abnormalities, although more often
it confirms known deficits of the motor 4 STUDIES OF THE
system, detected by clinical examination. PERIPHERAL NERVE
The numerous physiologic variables af-
fecting the descending volley in the corti-
cospinal tract alter the central conduction Attempts to magnetically stimulate the pe-
time by a few milliseconds. Thus, the role ripheral nervous system date back to 1959,
of magnetic brain stimulation for quan- first in a frog nerve-muscle preparation155
tification of abnormalities and for follow- and later in a mixed human nerve20 pro-
up purposes remains undefined. ducing visible muscle contractions. A sin-
Magnetic stimulation capable of pain- gle pulsed magnetic field can elicit com-
less excitation of the motor system has an pound muscle action potentials,10 with its
obvious advantage over electrical stimu- clinical utility to activate the proximal
lation if it proves safe in the clinical do- nerve segments not easily accessible to
main.58,120,214 In one series of 30 healthy electrical stimulation.94,175,176
subjects, EEC and cognitive and motor
tests remained unchanged before and af-
ter transcranial magnetic stimulation. Ex- Stimulator Characteristics
cept for a slight decline in serum prolactin
level, biochemical studies showed no cor- A stimulator must adequately excite var-
relation between the test results and the ious nerves focally at different definable
extent of stimulation.30 In the cat, a re- points along their course without coacti-
peated series of high-intensity stimuli re- vating nearby nerves. Optimal orientation
sulted in no adverse consequences as of a coil allows depolarization of the nerve
tested by cortical electrical activity and at the stimulator position. The nerve run-
blood flow, blood pressure, and heart ning through the center of the coil receives
rate.95 Although the heating of metal elec- less current because of its transverse ori-
trodes during rapid rate magnetic stimu- entation to the nerve fibers. A longitudinal
lation constitutes a possible safety haz- current would depolarize the axons more
ard, temperature does not increase to the effectively, although transverse fields also
degree high enough to induce a skin contribute.274 Results may vary depending
burn.3,272 A train of high-frequency stim- on soft tissue heterogeneity, which dictates
uli at a rate of 3 Hz or more could kindle current flow.151 Lifting part of the stimu-
the motor cortex to induce epileptic foci. lator head from the skin makes stimuli
Initially expressed concern of the theoret- markedly less effective. A clockwise or
ical risk of kindling, however, seems very counterclockwise current flow in the stim-
remote with the single or repetitive stim- ulator coil causes no major differences in
uli now in use.138 Although many thou- effect. Submaximal nerve activation ren-
sands of patients have undergone cortical ders the estimation of the point of nerve
stimulation, only isolated reports of focal stimulation less accurate.
seizures during or after the procedure Some investigators experienced failure
have appeared.126,142 The possibility of ad- of one type of round coil to selectively ex-
verse effects, nonetheless, must be borne cite the peripheral nerves. For example,
in mind with the clinical application of supramaximal stimulation of the median
newer techniques. Theoretically, magnetic nerve at the wrist tended to concomitantly
stimulation could dislodge intracranial activate the ulnar nerve.94 Using a differ-
metallic objects such as aneurysm clips ent type of round coil, others reported
and shunts, although this is highly un- success in focally exciting some periph-
likely. For now, we exclude patients with eral nerves.176,240 In one study, round
a history of epilepsy, those with a cardiac coils delivered supramaximal stimulation
pacemaker, and those who have under- in a tangential-edge orientation, but only
gone neurosurgery. A published guideline at some selective sites. Currently available
Motor Evoked Potentials 563
round coils, in general, fail to fulfill the ability of latencies, uncertainty about the
stimulation requirements for the periph- point of stimulation, and instability in the
eral nerve. In contrast, butterfly coils, al- evoked waveforms. Difficulties in obtaining
though less precise than electrical stimu- supramaximal responses compound the
lators, can provide selective supramaximal problem of locating the exact site of im-
stimulation at all sites, presumably be- pulse generation when stimulating the pe-
cause of improved focus rather than in- ripheral nerve distally.94,176,240,303 Smaller
creased strength of the magnetic field. stimulator heads with higher power out-
The differences in conduction velocities put and improved coil configuration may
derived by means of round coils used on perform more acceptably.21
two separate occasions ranged from 5 to
11 m/s for motor studies108 and up to 14
m/s for antidromic sensory conduction Stimulation of Deep Structures
velocities.240 The use of a butterfly coil
showed differences of less than 7 m/s for In studying the peripheral nerve distally,
sensory and motor conduction velocities magnetic stimulation offers no distinct ad-
in most segments. Calculated conduction vantage over conventional electrical stim-
velocities varied more with magnetic stim- ulation, which has better precision for the
ulation than with electrical stimulation, site of excitation. Magnetic fields, however,
especially for the short segment of the ul- attenuate very little through tissues such
nar nerve across the elbow, where differ- as bone, providing a useful addition when
ences reached 18 m/s.240 Although elec- studying deeply located proximal nerve
trical stimulation preferentially activates segments.63 High-voltage electrical stimu-
sensory axons over motor axons, magnetic lation given over the spinal column evokes
stimuli show no such tendency, activat- supramaximal motor responses from the
ing both fiber populations equally. Thus, arm or leg.187,194,216 Paravertebral mag-
electrical stimulation is better for detect- netic stimulation can also elicit potentials
ing focal changes at common entrapment in limb muscles with relatively little pain,
sites and eliciting H reflexes by selective although a flat 12 cm coil design fails to
submaximal activation of the sensory produce supramaximal responses. None-
axons.240 Magnetic stimulation applied theless, preferential activation of the
directly over skeletal muscle elicits con- largest diameter axons makes the onset
traction indirectly through nerve activa- latency stable irrespective of the posi-
tion at the motor point.88,184 Such stim- tioning of the coil or the stimulation
ulation also evokes cerebral potentials320 strength.33 Modified designs may improve
by activating terminal afferents in the the capacity of a coil for focal supramax-
muscle independent of muscle contrac- imal stimulation.
tion.363 Magnetic stimulation shows a Magnetic as well as electrical stimula-
greater longitudinal dispersion than elec- tion applied over the cervical spinal cord
tric shocks,62 as evidenced by collision ex- near the C6 spinous process elicits mus-
periments. Muscle activation and stim- cle action potentials in the upper limbs.
ulus artifact with magnetic stimulation Voluntary contraction does not apprecia-
preclude reliable recording of173distal sen- bly facilitate the effect of spinal, as op-
sory nerve action potentials. posed to cortical, stimulation. Onset la-
Available data do not seem to justify the tencies fall short of peripheral conduction
use of a magnetic coil stimulator in the times estimated from the F wave. In the
routine clinical practice of peripheral elec- cervical excitation of the roots, the site of
trodiagnosis. As a test for a commonly stimulation using either the electric or
studied peripheral nerve, round magnetic magnetic method occurs 2-4 cm distal to
stimulators generally fail in the minimal the motor neuron.216.283 In addition to the
requirement, providing no real advantages degree of nerve excitability, the electric
over conventional bipolar electrical stim- field dictates the site of activation in het-
ulation.94 The technique falls short in erogenous volume conductors.179 In clin-
achieving the accuracy of electrical stim- ical practice, a slight shift in position
ulation, showing a marked intertrial vari- of the magnetic coil induces no notice-
564 Special Techniques and Studies in Children
able change in latency of the evoked M response evoked by the same paraver-
response.178 Thus, depolarization must tebral stimulation alone. The onset laten-
originate distal to the anterior horn cell, cies of the proximally evoked F waves, us-
probably in the axon hillock, known to have ing the collision method or subtraction
the lowest threshold for excitation. A coil technique, provide a measure of the most
placed over the appropriate nerve roots proximal parts of the motor axons.
elicits the largest responses, further lo- With the use of a figure-of-eight coil, a
calizing the site of excitation at the root horizontally oriented junction over the
exit zone. The clockwise inducing current distal cauda equina optimally excites the
in the coil as viewed from behind tends to lumbar roots, whereas the vertically ori-
activate greater283
responses in the right arm ented junction tends to activate the sacral
and vice versa. Magnetic stimulation of roots.180-185 Using a vertically oriented
the cervical spine also excites the sensory junction of a figure-of-eight coil, and a
root near the spinal foramina, eliciting cranially oriented induced current, mag-
sensory potentials recordable with ring netic stimuli can also excite the cauda
electrodes around the fingers.368 Simi- equina proximally near or at the root exit
larly, magnetic stimulation at the T10, zone.180 Lumbar or sacral root stimula-
T12, and L5 vertebral levels elicits corti- tion distally near the foramina provides
cal somatosensory evoked potentials the distal latency for calculation of cauda
showing correlation between body height equina conduction time. With optimal
and N2, but not other components.319 stimulation of the sacral root, simultane-
Similar strategies apply to the lum- ous recording of the M and H waves re-
bosacral region to evoke muscle action po- veals a short interval corresponding to
tentials in the lower limbs.193 Stimuli de- the latency of the central loop (see Chap-
livered over the cauda equina elicit a ter 19-2, Fig. 19-5).318,362 Magnetic coil
response less effectively than those deliv- stimulation also has an advantage over
ered at the T12 spinous process over the electrical shocks when studying an other-
conus medullaris.329 A round coil mag- wise inaccessible deep nerve, for example,
netic stimulator placed over the lumbar the intracranial
103,282
portion of101,366
the cranial
spinal column activates the motor roots nerves, phrenic nerve, femoral
at their exit from the spinal canal, some nerve,254 and thoracic spinal nerve.44
3.0 ms or 15 cm distal to the motor neu- Intracranial stimulation of the facial
ron for the motor axons33with a conduc- nerve generates an impulse approximately
tion velocity of 50 m/s. Consequently, 6.5 cm proximal to the usual site for elec-
the peripheral conduction time estimated tric stimulation near the stylomastoid
by this means excludes the radicular part foramen.177 The actual site of stimulation
of the nerves. With progressively higher lies in the proximal part of the facial canal,
levels of supramaximal stimuli, latency with261 a transosseal conduction
288
time of 1.2
often decreases further, reflecting the ms. In our series, we used tangen-
spread of effective current distally.253 tial placement of a magnetic coil over the
Configurations of the M responses elicited scalp T5 or T6 based on the International
by proximal magnetic stimuli vary from 10-20 EEG Electrode Placement system
one trial to the next partly because of in- (see Chapter 20-2) combined with electri-
termittently generated F waves. We take cal stimulation applied 1 cm below the an-
advantage of this variability of successive terior tragus. Compound muscle action
response in indirectly recording proxi- potentials recorded from the ipsilateral
mally activated F waves by consecutive nasalis muscle showed onset latencies of
subtraction of sequentially elicited M re- 4.5 ± 0.5 ms (mean ± SD) with magnetic
sponses. Collision studies also reveal the stimulation and 3.2 ± 0.4 ms with elec-
presence of F waves by eliminating ortho- trical stimulation. Stimulation of the ex-
dromic impulses, and consequently the tracranial facial nerve at two sites yielded
overlapping M response, by the an- a conduction velocity of 59.6 ± 4.5 m/s.
tidromic impulses produced by the con- Based on these findings, the site of mag-
comitantly applied distal stimulation. netic activation must fall 79.0 ± 8.6 mm
Such an F wave starts 6-8 ms after the proximal to the point of electrical stimula-
Motor Evoked Potentials 565
tion at the root exit zone of the facial nerve. netic coil stimulation over Erb's point8 has
In fact, direct electrical stimulation at this yielded a similar peripheral latency and
site intraoperatively elicits a response with calculated central conduction time.
the same latency as transcranial magnetic
stimulation.317 This technique helps eval-
uate Bell's palsy177,261,262,317 and facial Use of Root Stimulation
myokymia and other disorders of the facial
nerve.104,105,238 Similarly, stimulation of High-voltage electrical or magnetic stimu-
the trigeminal nerve below the zygomatic lation over the spinal column excites the
arch elicits a masseter response recorded C8 and Tl roots in the region of the inter-
with an electrode inserted into the ptery- vertebral foramina, providing a means 216 of
gomandibular plica over the belly of the assessing peripheral conduction time.
muscle.323 For this purpose, a magnetic coil centered
over the C7 spinous process best excites
the cervical motor roots on the right when
5 CENTRAL CONDUCTION TIME the inducing current flows clockwise as
viewed from behind.283 The values thus
obtained show the same range as mea-
Method and Normal Values sured by needle stimulation of the lower
cervical roots using the cathode placed
Table 21-1 summarizes the onset laten- near the C7 to T1interspinous space and
cies of the compound muscle action po- the anode 6 cm rostrally or laterally. Cer-
tentials elicited by magnetic stimulation. vical stimulation evokes muscle responses
The total conduction time comprises acti- only slightly smaller in amplitude than
vation of the cortical structures, conduc- those elicited by electrical stimulation of
tion down the corticospinal pathway, ac- the peripheral nerve at the wrist or elbow.
tivation of spinal motor neurons, and Thus, in addition to its use for estimation
conduction along the peripheral nerve to of peripheral latency, this technique also
the muscle. Stimulation over the cervical can determine proximal conduction block
area with the cathode between the C7 and in the motor roots.215 Percutaneous elec-
T1 spinous processes excites the motor trical stimuli on the order of 300 or 400
roots at the foramina where they leave the V causes moderate local discomfort in
spinal canal.216 The conduction time, cal- conjunction with a sudden twitch of the
culated as the difference in latency be- arm. Nonetheless, electrical stimulation
tween scalp- and root-evoked compound elicits a larger amplitude and provides a
muscle action potentials, therefore, con- more reliable means of studying the wave-
tains a small peripheral component. Thus, forms (see Chapter 6-3).
the total motor conduction time of about The calculated central conduction time
20 ms from the scalp to the intrinsic hand using root stimulation for peripheral la-
muscle consists of a peripheral latency of tency consists of the time for excitation of
13 ms, synaptic and root delay of 1.5 ms, the cortical motor neuron, transmission
and central motor conduction time of 5.5 along the corticospinal tracts, a 0.5-1 ms
ms. The use of F waves268,279 and mag- synaptic delay at the anterior horn cells,
the calculated value of central conduc- contraction.226 The normal central motor
tion.314 In one study of 40 normal sub- conduction time to the voluntarily con-
jects, body height showed a linear corre- tracted tibialis anterior averages 12.5 ms
lation to cortical and spinal latencies by after magnetic stimulation of the motor
electrical stimulation, but not to central cortex.50
conduction time calculated as the differ- Prolonged central motor conduction
ence between the two.325 Magnetic stim- usually implies demyelination, or degen-
ulation shows a markedly increased eration of fast-conducting corticospinal
threshold in infancy, decreasing to the fibers, with transmission via small myeli-
adult level at about age 8 years..152 The nated fibers or by some other oligosynap-
onset latency reaches adult values at tic pathways. Any reduction in the de-
about 11 years of age, and then increases scending volley through loss of fibers or
linearly with age from the second to the conduction block will diminish temporal
ninth decade, with slowing occurring in and spatial summation at the alpha mo-
both the central and peripheral motor tor neurons, or the final common path,
pathways.85 The amplitude also declines delaying their excitation. The correlation
gradually with increasing years. of central motor conduction time with vol-
In normal subjects maintaining a small untary phasic force and twitch force most
voluntary contraction, magnetic stimula- likely reflects the degree of conduction
tion, with an intensity 20 percent above block and temporal dispersion rather than
threshold for relaxed muscles, evokes com- the delay in conduction per se.342
pound muscle action potentials of at least
18 percent of the maximal response elicited
by electrical stimulation of the nerve (see Multiple Sclerosis
Fig. 21-2). Therefore, any response re-
duced to a level below 15 percent of the In early studies, electrical stimulation of the
maximum compound muscle action po- brain and the spinal cord revealed markedly
tential suggests conduction block along the prolonged central conduction in patients
central or peripheral pathways.204 In one with multiple sclerosis.16,59,214,215,266 Later
study,194 latency comparison between reports confirmed these findings, with mag-
cortical and spinal stimulation yielded a netic stimulation showing a much lower
conduction velocity of 48 m/s from cortex incidence of absent responses than did
to cervical spinal cord and 47 m/s from electrical stimulation.9,15,31,32,124,137,265,341
cortex to lumbosacral enlargement. The Paired transcranial magnetic stimuli may
cortex-to-hand latency of 22.5 ms ob- reveal a substantial delay of the condi-
tained by this method slightly exceeded tioned response, probably reflecting corti-
that of 18-21 ms after stimulation of ex- cal abnormalities.235 Upper limb MEP de-
posed human cortex during neurosurgi- tects conduction abnormalities of multiple
cal procedures.220 Table 21-2 shows nor- sclerosis as well as visual evoked poten-
mative data for conduction to abductor tials (VEPs) and better than upper-limb
digiti minimi using magnetic cortical stim- somatosensory evoked potentials (SEPs)
ulation, electrical stimulation of the cer- or brainstem auditory evoked potentials
vical roots, and a facilitatory background (BAEPs). MEP studies, however, uncover
Figure 21-8. Central motor conduction is a healthy subject (above) and a patient with clinically definite
multiple sclerosis (below). Recordings were made from the right abductor digiti minimi muscle. The ulnar
nerve was supramaximally stimulated at the wrist (left traces); the C7/T1 roots were stimulated electrically
by a high-voltage stimulator over the cervical spine (middle traces), and the cortex was stimulated with a
circular coil centered at the vertex. In the normal subject, central motor conduction time is 5.8 ms and the
compound muscle action potential amplitude is about 50% of the amplitude from ulnar nerve stimulation.
In the patient, responses from cortical stimulation are delayed (central motor conduction time is 35 ms) and
are also small and dispersed. [From Mills,208 with permission.]
subclinical lesions less often than VEP or may occasionally constitute the only ab-
SEP studies. A number of other motor sys- normality.31,32 Studies reveal subclinical
tem diseases, such as Balo's concentric deficits in 20-24 percent of neurologically
sclerosis,174 motor neuron disease,136 normal limbs.85,124 Serial MEP studies
304
and radiation myelopathy, show simi- may uncover changes in central motor
lar conduction abnormalities along the conduction consistent with clinical remis-
central motor system. Therefore, these sion and relapse141 or with the therapeu-
findings by no means offer a specific di- tic effect of corticosteroid administra-
agnosis, although other conditions rarely tion.277 This technique, therefore, serves
cause the extreme prolongation of central as a useful measure to quantify motor dis-
motor conduction time characteristic of ability when monitoring the course of the
demyelination.204 disease.
Clinical signs showing a good correla-
tion with conduction abnormalities9 in-
clude weakness of the target muscle, Motor Neuron Disease
pyramidal signs124in the limb, brisk finger
flexor reflexes, and Babinski sign.137 Patients with motor neuron disease9,86,285
have
One study showed a delay in small hand a high incidence of abnormality,
muscles on one or124 both sides in 72 per- which typically consists of small ampli-
cent of 83 patients. Most of the patients tude and slight delays in latency. Some
with a prolonged conduction time showed patients have subclinical deficits131
reduced amplitude and variability of the whereas others have normal findings de-
recorded response (Figs. 21-8 and 21-9). spite clinical evidence of central motor
Brain stimulation commonly fails to evoke involvement.285 Other studies of interest
muscle action potentials especially in the include mapping of cortical muscle repre-
lower limb. The onset latency variability sentation.71 In general, central motor con-
570 Special Techniques and Studies in Children
duction abnormalities do not 219 appear to epileptic focus, although, based on animal
correlate with physical signs. In one studies, this poses little or no concern with
study,86 almost all of the 40 patients had commonly employed low rates of train.
abnormalities in at least one recording Magnetic stimulation has occasionally in-
from three upper limb muscles, and 75 duced focal seizures in patients with is-
percent showed abnormalities in small chemic lesions of the cortex and in those
hand muscles. Patients with prominent with multiple sclerosis.126,142 A study of pa-
pseudobulbar features usually had no tients with partial or generalized epilepsy
recordable response despite the normal found no change in seizure pattern or 310 in
bulk and strength of the target muscle. In the EEG following magnetic stimulation.
another study of primary lateral sclero- Rapid magnetic stimulation to the cortex
sis,35 four of seven cases had no response could induce a motor seizure, although it
in either upper or lower limb muscles. The may129 or may not74 specifically activate
remaining three had a gross prolongation the preexisting epi-leptic focus. Anticon-
of central conduction time. vulsant medication probably raises cortical
In early stages of sporadic amyotrophic threshold intensity.38,130,196
lateral sclerosis, patients have a reduced In a patient with focal epilepsy and my-
threshold for transcranial magnetic
217,218
activa- oclonus, stimulation on the affected side
tion of the motor cortex,
255
a shorter induced a shorter silent period and re-
cortical silent period,356,365
and reduced in- duced corticocortical inhibition, indicat-
tracortical inhibition, all possibly re- ing asymmetry in cortical excitability.135
flecting cortical hyperexcitability. A study In patients with myoclonic epilepsy, but
using a peristimulus time histogram not in healthy subjects, magnetic stimu-
showed dysfunction of the cortical motor lation at the foramen magnum elicited
neuronal projection system.153,154,227,349 long-loop reflex (see Chapter 19-5) via the
ascending tracts in addition to direct re-
sponse via the descending tracts.335 Of
Epilepsy the two, the long-loop reflex required less
stimulus intensity to activate, probably
A high-frequency stimulation of the brain because the large-diameter muscle affer-
carries the theoretical risk of kindling an ents carry the ascending volley.
Motor Evoked Potentials 571
motor conduction studies both at rest344 and Magnetic stimulation of the human brain and
after a prolonged muscle contraction. peripheral nervous system: An introduction
and the results of an initial clinical evaluation.
Other areas of interest studied by tran- Neurosurgery 20:100-109, 1987.
scranial magnetic stimulation include re- 11. Barker AT, Freestone IL, Jalinous R, Merton
ciprocal inhibition,198 motor control,128,309 PA, Morton HB: Magnetic stimulation of the hu-
tremor resetting,246 eye movement,168 man brain (Abstract). J Physiol 369:3P, 1985.
symbolic visual information,61 linguistic 12. Barker AT, Jalinous R, Freeston IL: Non-inva-
sive magnetic stimulation of the human motor
processing,98 the effect of limb immobi- cortex. Lancet 2:1106, 1985.
lization,358 effects of digital nerve stimu- 13. Barrett G, Shibasaki H, Neshige R: A computer-
lation,188 central fatigue,26,169,276 chronic assisted method for averaging movement-re-
fatigue syndrome,34,275 sympathetic skin lated cortical potentials with respect to EMG
onset. Electroencephalogr Clin Neurophysiol
responses (see Chapter 5-7), 171,195,234,322 60:276-281, 1985.
spinal cord monitoring (see Chapter 14. Benecke R, Meyer B-U, Guhmann M, Conrad
20-6),250 migraine,7 brachial plexus in- B: Analysis of muscle responses elicited by
jury,237 mitochondrial disorders,76 my- transcranial stimulation of the corticospinal
otonic dystrophy,239 and Duchenne mus- system in man. Electroencephalogr Clin Neu-
rophysiol 69:412-422, 1988.
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with motor disturbances. In Berardelli A, Be-
necke R, Manfredi M, Marsden CD (eds): Mo-
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Chapter 22
ELECTRODIAGNOSIS IN
THE PEDIATRIC POPULATION
1. INTRODUCTION
2. PRACTICAL APPROACH
3. MATURATIONAL PROCESS
4. NERVE CONDUCTION STUDIES
5. LATE RESPONSES
6. BLINK REFLEX
7. TESTS OF NEUROMUSCULAR TRANSMISSION
8. ELECTROMYOGRAPHY
9. SOMATOSENSORY EVOKED POTENTIALS
10. THE FLOPPY INFANT
586
Electrodiagnosis in the Pediatric Population 587
maintain appropriate body temperature of ing about pain to avoid any surprises.
an infant, may cause major electrical in- Some use the words "pin" instead of "nee-
terference unless it is properly grounded. dle" and "pinch" instead of "stick" to dis-
The examination should be thoroughly tract the child's attention from the elec-
explained to the parents to maximize their trodes. As stated earlier, children may
cooperation and reduce unnecessary fear. become fascinated with the noise the mus-
They must understand that the studies, cles make, and often encourages their par-
although uncomfortable for the child, do ticipation in the evaluation. For a compre-
not cause excessive pain. The physician hensive study, the needle examination
must establish a good rapport by dis- must survey multiple proximal and distal
cussing the purposes of the study and de- muscles in addition to the segment of con-
scribing the procedure in some detail. cern. For children under the age of 7 who
Demonstrating a conduction study on a cannot provide optimal voluntary contrac-
parent may help relieve anxieties. Parents tion, single-fiber studies are done by stim-
who understand the usefulness of the ulation techniques (see Chapter 16-3).
study are more likely to assist in the pro- A short well-executed evaluation usu-
cedure by controlling the child. Some ally eliminates the need for premedica-
choose to stay and may even hold the in- tion, which may preclude the assessment
fant on their lap during the examination. of motor unit recruitment patterns. For
Parents should understand in advance routine study, most advocate the use of
that they may be asked to leave, depend- analgesia only in distress-prone children
ing on the progress of the examination of a young age or in those with previous
and the degree of their tolerance. negative medical experience. A survey of
If the procedure is explained with ap- pediatric electrodiagnosticians noted the
propriate terminology, most children can most21behavioral distress in 2 to 6 year
understand the need for the procedure. olds, who may benefit from sedation.
Distraction with stuffed animals or other Premedication also has its place for repet-
toys may help young children. An older itive stimulation or for extended studies
child usually cooperates better if en- of spontaneous and insertional activity.
couraged to participate in the study by Sedation, analgesia, and general anesthe-
listening to the loudspeaker and observ- sia all have some risks, requiring appro-
ing the response build on the oscillo- priate support devices.
scope. Thus they may be cajoled to par- In our laboratory, we never sedate in-
ticipate in the examination by "hearing" fants younger than 1 year old (although
the muscle and "watching" it twitch. we sometimes sedate the parents!). Most
Teenagers should receive full information children 1-5 years old receive chloral hy-
regarding the study to avoid an element drate, 50 mg/kg, 30 minutes before the
of surprise for either needle or stimula- procedure. This dose usually produces
tion studies. enough effect for motor and sensory nerve
A physical examination before the study conduction studies without rendering the
will establish developmental reflexes of an child too sleepy to recruit motor units dur-
infant or functional skills in an older child. ing needle electromyography. Demerol,
Examiners rarely regain cooperation once another commonly prescribed drug, tends
it is lost during the needle exploration. to oversedate children.
Thus, a routine examination should begin Pain from procedures looms large for
with more easily tolerated nerve conduc- children, although examiners often un-
tion studies, which provide important mat- derestimate it. The distress caused by
urational information.3,38,44 Minimal stim- pain could leave a persisting fear of fu-
uli suffice to excite the superficially located ture medical interventions. Making the
peripheral nerves in children. Sensory study as comfortable as possible and
nerve conduction studies that cause the helping the child anticipate the worst mo-
least pain should be done first. ments helps reduce the negative experi-
For the more threatening needle studies, ence, rendering the investigation less
the child should receive honest forewarn- stressful to the child (and examiner).
588 Special Techniques and Studies in Children
1-6 months
Motor
Ulnar 22 2.5-7.4 33.3-50 1.1-3.2 1.7-4.4
Median 6 3.5-6.9 37-47.7 1.6-2.2 2.1-4.1
Peroneal 10 1.6-8 32.4-47.7 1.7-2.4 2.5-4.1
Sensory
Median 11 13-52 (A) 36.3-41.9 1.5-2.3 4.3-6.3
9-26 (O)
Sural 2 9-10 — 1.7-2.3 5.8
Medial plantar 2 17-26 35.4-35.7 1.5-1.9 4.5-5.5
7-12 months
Motor
Ulnar 28 3.2-10 35-58.2 0.8-2.2 1.9-4.6
Median 13 2.3-8.6 33.3-46.3 1.5-2.8 1.9-4.3
Peroneal 19 2.3-6 38.8-56 1.4-3.2 2.2-5.5
Sensory
Median 15 14-64 (A) 39.1-60 1.6-2.4 5.5-6.8
11-36 (O)
Sural 5 10-28 40.6 1.7-2.5 5.8-7.6
Medial plantar 6 15-38 39.4-40.3 1.9-2.7 6.5-7.9
13-24 months
Motor
Ulnar 53 2.6-9.7 41.3-63.5 1.1-2.2 2.4-4.8
Median 16 3.7-11.6 39.2-50.5 1.8-2.8 2.2-4.3
Peroneal 36 1.7-6.5 39.2-54.3 1.6-3.5 2.2-5.8
Sensory
Median 29 14-82 (A) 46.5-57.9 1.7-3 5.7-9.1
7-36 (O)
Sural 9 8-30 — 1.4-2.8 4.5-8.6
Medial plantar 12 15-60 42.6-57.3 1.8-2.5 6.1-9.3
*A = antidromic sensory potential; CMAP = compound muscle action potential; O = orthodromic sensory
potential; SNAP = sensory nerve action potential.
From Miller & Kurtz,38 with permission.
newborn. For motor conduction studies, a ence of a normal sensory nerve action po-
disc electrode placed on the thenar or hy- tential excludes a lesion distal to the dor-
pothenar eminence serves as GI, and a ring sal root ganglion. Here, studies add im-
electrode wrapped around the third or fifth portant information even without
digit serves as G2- For technical reasons, calculation of the forearm sensory con-
most electromyographers test the median duction velocity. Neonates with poor tem-
and ulnar nerves in the upper limb and perature homeostasis should remain in
the peroneal nerve in the lower limb. an incubator during the study. Older chil-
Studies should include at least one sen- dren may sweat profusely with anxiety
sory nerve, especially in the assessment and crying, making the limb unexpectedly
of a diffuse process. The median, ulnar, cool with evaporation.
and sural sensory potentials are easily
elicited in newborns.38 In the upper limb,
orthodromic studies consist of stimulat- 5 LATE RESPONSES
ing the digits and recording from the me-
dian or ulnar nerve at the wrist or elbow.
Because of its length, the third digit is Late responses elicited by distal stimula-
best suited for recording from the median tion add useful information in evaluating
nerve. Antidromic recording of digital po- the peripheral nerves of infants. The
tentials elicited by proximal stimulation unique advantages include a higher rate
generally provides more stable results for of abnormalities accumulated over the
radial, ulnar, and musculocutaneous longer conduction distance and a greater
nerves in the upper limb and for the sural reproducibility reflecting smaller mea-
nerve in the lower limb. In cooperative surement error. Submaximal stimulation
children, quantitative thermal perception gives rise to a constant H reflex, whereas
testing may uncover small nerve fiber dys- supramaximal shocks evoke F waves with
function.22 variable waveforms and latencies.40
Stimulation with a needle electrode low- The H reflex, although elicitable from
ers the shock intensity, substantially re- most muscles in infancy, undergoes pro-
ducing the stimulus artifact. The use of a gressive central inhibition toward the end
relatively large ground, such as a band of the first year, when it is consistently
electrode placed around the wrist or an- recorded only from the calf muscle. For
kle, may accomplish the same result. example, stimulation of the ulnar nerve
Other useful strategies to reduce shock elicits the H reflex in most fullterm in-
artifact include lowering the impedance by fants, but not after 1 year of age. When
cleansing the skin, decreasing the surface tested using the H reflex latency, the sen-
spread of current by minimizing the sory fibers of the ulnar nerves conduct ap-
amount of conduction cream applied, and proximately 10 percent faster than the
altering the direction of the current by ro- motor fibers between the wrist and elbow
tating the anode around the cathode. in the newborn.58
Stimulation at the digits or palm may ini- Supramaximal stimulation of any pe-
tially trigger a grasp reflex in infants, but ripheral motor nerve evokes the F wave.
the movement usually habituates with re- In one series of 20 fullterm newborns, me-
peated trials. dian nerve stimulation elicited F waves of
In infants with such short limbs, move- the abductor pollicis brevis in 100 percent
ments hinder measurement, especially if of trials, showing a higher F wave/M re-
fat hides bony landmarks. With nerve seg- sponse amplitude ratio and more uniform
ments under study extending only several waveforms than in adults.41 The latencies
centimeters in length, an error of only 1 of late responses recorded by the standard
cm will result in a 20-25 percent velocity technique change with both age and limb
change. Immobilizing the limb properly length.3,38,44 In one study, F wave laten-
throughout the study improves accuracy. cies of the median nerve were 16.0 ± 1.5
Despite the inherent difficulty in nerve ms (mean ± SD) for infants less than 3
length estimation, a conduction study months of age and 14.4 ± 1.6 ms for
serves its purpose. For example, the pres- youngsters between 4 months and 2 years
Electrodiagnosis in the Pediatric Population 591
Table 22-2 F Wave Latencies in Infants: Recording R2, however, posed a greater
Range of Normal Values challenge because of the need to apply
Latency Distance shocks of the higher intensity required for
Months Nerve Number (ms) (cm) this nociceptive response while keeping
1-6 Ulnar 1 17 21 the infants fully awake so that sleep would
Peroneal 2 22-25 35-36
7-12 Ulnar 6 13-16 21-30 not suppress the reflex excitability. In
Median 3 13-16 23-30 many subjects, eliciting a direct response
Peroneal 3 19-23 20-47 by stimulation of the facial nerve caused
Tibial 2 19-24 43-48 more technical difficulties than evoking
13-24 Ulnar 10 14-17 25-39 the reflex response by stimulation of the
Median 4 14-18 22-27
Peroneal 10 21-26 30-53 trigeminal nerve.
Tibial 9 25-26 42-52 The presence of R1 in most newborn in-
fants provides evidence of maturation of
From Miller & Kuntz,39 with permission.
its pontine pathway at birth. Similarly, R2
elicited on the side of stimulus in two
thirds of neonates indicates at least par-
of age. Table 22-2 summarizes normal F- tial establishment of its central connec-
wave latencies for infants up to 2 years of tion. A comparatively greater latency of
age. the direct response and of R1 in infants
suggests incomplete myelination of the
trigeminal and facial nerves. Conduction
6 BLINK REFLEX velocities in fullterm infants average
roughly half of those of adults. Thus, de-
spite considerably shorter reflex pathways
Despite extensive studies in adults, only in infants, the latency of R1 exceeds the
a few reports have dealt with the matu- adult value by approximately 1.5 ms (see
rational pattern of blink reflexes in infants Table 22-3). By about 6 years of age, the
and children.6,23 We have reported our ex- R2 components in children parallel those
perience with newborn infants less than in adults in consistency and excitabil-
3 days of age to establish normal ranges ity.6,23 This corresponds with the time of
of the blink reflex
31
in the neonatal period.30 completion of brainstem myelination in
As in adults, the blink reflex elicited by children.
unilateral electrical stimulation consisted Determination of various aspects of R1
of an early ipsilateral component, R1 (see can aid in assessing the brainstem and
Fig. 17-7), and a late bilateral component, the trigeminal and facial nerves in in-
R2 (see Fig. 17-8), in about two thirds of fants.29,47,49 In contrast, R2 varies so much
neonates. The remaining one third had ip- in infants that its absence or asymmetry
silateral R1 and R2 but absent R2 con- at this age has little clinical value. Of the
tralaterally. The presence or absence of R2 two components of the electrically elicited
and its amplitude depended to a consid- blink reflex, the bilateral R2 bears a great
erable degree on the intensity of stimula- resemblance in latency and duration to
tion, that is, the stronger the shock, the the cornea! reflex elicited with tactile stim-
larger the size of R2. Table 22-3 summa- ulation. As an inference, therefore, an ab-
rizes various aspects of direct response sent or asymmetric corneal reflex provides
and of R1 and R2 components of the blink a questionable clinical sign in neonates.
reflex in 30 neonates compared with those
established in 30 older subjects aged 7-67
years (average age, 31 years). 7 TESTS OF NEUROMUSCULAR
Before initiating the study, we had an- TRANSMISSION
ticipated various technical problems that
might make testing difficult in small
neonates, but these concerns were mostly In testing neuromuscular transmission
unverified. In fact, optimally applied low- the same criteria apply to pediatric and
intensity stimuli elicited R1 without even adult populations except for infancy. In
awakening the infant in light sleep. younger children, sedation facilitates limb
Table 22-3 Direct Response and RI and R2 of the Blink Reflex (Mean ± SD) in 3O Neonates
Compared with 3O Adults
R2 Component
Ipsilateral
Direct Response RI Component to Stimulus
Neonates Adults Neonates Adults Neonates Adults
Latency, (ms) 3.30 ± 0.44* 3.15 ±0.28 12.10 ± 0.95t 10.60 ±0.82 35.85 ± 2.45f 31.30 ±3.33
Latency difference
between two sides in
the same subject (ms) 0.32 ± 0.33* 0.14 ±0.17 0.38 ± 0.22 0.31 ±0.31 1.79 ± 1.36 2.14 ± 1.76
Amplitude (mV) 0.48 ±0.30 1.21 ±0.77 0.51 ± 0.18f 0.38 ±0.23 0.39±0.19f 0.53 ±0.24
Amplitude ratio
between two sides in
the same subject,
right/left 0.95 ±0.56 1.03 ±0.45 1.00 ± 0.33 1.04 ±0.96 1.15 ±0.64 0.99 ±0.53
*p < 0.05.
tp<0.01.
Modified from Kimura, Bodensteiner and Yamada (1997).30
Electrodiagnosis in the Pediatric Population 593
diagnoses included spinal muscular43 atro- 12. David WS, Jones HR Jr: Electromyography and
phy or 20
Werdnig Hoffman disease, my- biopsy correlation with suggested protocol for
52 evaluation of the floppy infant. Muscle Nerve
opathy, infantile botulism, benign 17:424-430, 1994.
congenital hypotonia,4 and some 51types of 13. do Carmo RJ: Motor unit action potential para-
central nervous system disorders. Stud- meters in human newborn infants. Arch Neurol
ies revealed appropriate neuropathic or 3:136-140, 1960.
myopathic findings except for the last two 14. Dubowitz V, Whittaker GF, Brown BH, Robin-
son A: Nerve conduction velocity: An index of
categories, which yielded normal findings. neurological maturity of the newborn infant. Dev
In another series of 41 infants who had Med Child Neurol 10:741-749.8, 1968.
muscle or nerve biopsy or both,11 23 had 15. Eyre JA, Miller S, Ramesh V: Constancy of cen-
spinal muscular atrophy, which was ac- tral conduction delays during development in
man: Investigation of motor and somatosensory
curately defined by electromyography. pathways. J Physiol (Lond) 434:441-452, 1991.
Some patients with myopathy had classi- 16. Fenichel GM: Clinical Pediatric Neurology: A
cal features, whereas others had either Sign and Symptoms Approach, ed 3. W.B. Saun-
normal or nonspecific changes. The ab- ders, Philadelphia, 1996.
normalities of sensory conduction led to 17. Gamble HJ, Breathnach AS: An electron-micro-
scope study of human foetal peripheral nerves.
diagnoses of hypomyelinating neuropa- J Anat 99:573-584, 1965.
thies in five infants. 18. George SR, Taylor MJ: Somatosensory evoked
potentials in neonates and infants: Develop-
mental and normative data. Electroencephalogr
Clin Neurophysiol 80:94-102, 1991.
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Part VI
DISORDERS OF THE SPINAL
CORD AND PERIPHERAL
NERVOUS SYSTEM
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Chapter 23
MOTOR NEURON DISEASES
AND MYELOPATHIES
1. INTRODUCTION
2. MOTOR NEURON DISEASE
Etiology and Pathogenesis
Amyotrophic Lateral Sclerosis
Progressive Muscular Atrophy
Progressive Bulbar Palsy
Primary Lateral Sclerosis
Familial Disorders with Geographic Predilection
3. SPINAL MUSCULAR ATROPHY
Infantile Spinal Muscular Atrophy
Juvenile Spinal Muscular Atrophy
Juvenile Progressive Bulbar Palsy
Scapuloperoneal Spinal Muscular Atrophy
Facioscapulohumeral Spinal Muscular Atrophy
Arthrogryposis Multiplex Congenita
Focal Amyotrophy
Kennedy Disease
Other Disorders
4. CREUTZFELDT-JAKOB DISEASE
5. POLIOMYELITIS
6. SYRINGOMYELIA
7. MULTIPLE SCLEROSIS
8. OTHER MYELOPATHIES
disease occurred in the limb through ing those resulting from radicular lesions
which the shock entered.290 Another clue or localized injuries of the peripheral
to the pathogenesis may lie in the lack of nerve. The disease has a prevalence rate of
hexosaminidase in some members of fam- 2 to 7 and an incidence rate of 1.0 to 1.9
ilies with recessively inherited motor neu- per 100,000 population.8,99,122,210 Familial
ron disease.16,80,212,269,305 Interestingly, cases, accounting for 10 percent of patients
their enzyme may fall to a very low level, with amyotrophic lateral sclerosis (ALS),63
as seen in their relatives with Tay-Sachs usually show a dominant pattern. Of these,
disease.156 Another study implicates re- one-fourth have a missense mutation in the
duced levels of glutamate and aspartate, as antioxidant enzyme copper/zinc (Cu/Zn)
well as increased glutamate dehydrogenase superoxide dismutase (SOD1) gene on chro-
activity in the spinal cord as causally re- mosome 21.17,32,268 Linkage studies have
lated to the neurodegeneration.199,303 Dex- also located the rare autosomal recessive
tromethorphan, an N-Methyl-D-aspartate form of ALS to the long arm of chromosome
(NMDA) antagonist, however, showed no fa- 2.137 Etiologic possibilities include ge-
vorable effect in a pilot trial.14 netic,38,219 toxic,67,91,289 immunologic,89
A monoclonal protein that usually pro- environmental,13,47,56,62,138,191,201 and viral
duces a sensory motor peripheral neu- causes, although none has been proven.
ropathy sometimes induces a motor sys- The essential pathologic and functional
tem disorder resembling motor neuron change consists of relatively selective de-
disease. This observation suggests that generation of the motor cells in the spinal
the antibodies may impair the function of cord, brainstem, and, to a much lesser ex-
the cell body itself or the axons that ex- tent, the cortex,141,169 typically, although
tend from the cell body.88,270,275 Immuno- not entirely sparing Onufs nucleus.42,120
cytochemistry with antibodies against cy- The most extensive cellular damage oc-
toskeletal proteins has failed to show curs in the cervical and lumbar levels, pri-
specific changes in this disorder.188 The marily affecting the large motor cells.
search for an immunologic abnormality Studies of the ventral spinal root reveal
has led to the demonstration of serum an- axonal degeneration of the large myeli-
tibodies against a growth factor in some nated fibers.130 In the brainstem, histo-
patients.123 If confirmed, this finding im- logic changes predominate in the motor
plies that motor neuron disease results nuclei of the tenth, eleventh, and twelfth
from a deficiency of nerve growth factor.9 cranial nerves and, less frequently, in
In still other uncontrolled trials, in some those of the fifth and seventh nerves.
patients, thyrotropin-releasing hormone Rarely, the pathologic changes involve the
(TRH) has improved motor function clini- nuclei of the third, fourth, and sixth cra-
cally87,215 and electrophysiologically.121 nial nerves and frontal lobe motor neu-
In vitro application of TRH to rat muscles rons.98 The cellular damage consistently
increases the frequency of fibrillation po- involves the corticospinal tracts in the lat-
tentials and miniature end-plate poten- eral and ventral funiculi of the spinal
tials, possibly accounting for its effect on cord. Indeed, autopsy studies reveal these
muscle strength.317 In rats depleted of pathologic alterations even if the patient
TRH, however, motor performance re- had no clinical signs of upper motor neu-
mained normal by clinical and electro- ron lesions in life. Disputes continue re-
physiologic assessments.319 garding the primary neuron involved in
ALS. Some postulate primary involvement
of the cortical motor neuron or the local
Amyotrophic Lateral Sclerosis circuit interneurons that inhibit its ac-
tivity,79,83,84 234
but there is no subsequent
GENERAL FEATURES
confirmation. Others hypothesize ret-
rograde transport of pathogens from neuro-
The adjective amyotrophic implies muscle muscular junctions with the spread of the
wasting as a result of an anterior horn cell disease process monosynaptically from
disorder. The term in other contexts may the lower to the upper motor neuron.51
refer to any neurogenic atrophy, includ- Although the anterior horn cells and the
602 Disorders of the Spinal Cord and Peripheral Nervous System
corticospinal tracts undergo the most se- showed some involvement of sensory ax-
vere degeneration, a wide spectrum of ons,127 but not as an essential part of the
changes affects the entire spinal cord. disease.77 Spasms and cramps of the leg
Degeneration of the anterior horn cells muscles occur early, often occurring at
results in denervation of muscle fibers. night or after exercise. A neurogenic blad-
Collateral sprouts from surviving motor der, although rare at the onset, may de-
neurons then reinnervate the affected mo- velop terminally. Pathologic laughing and
tor units. Reinnervation, as a relatively ac- crying spells signal pseudobulbar mani-
tive process, sufficiently makes up for the festations at some stage of the illness. In-
progressive loss of motor neurons until frequent and mild pleocytosis and oligo-
more than 50 percent of the motor neu- clonal bands seem to have no clinical
rons have died.34 Histochemical studies of importance in well-established cases of
fresh frozen specimens thus show char- ALS.228
acteristic denervation atrophy with fiber Clinical signs include widespread atro-
grouping that represents a compensatory phy162 affecting the limb and facial mus-
mechanism.75 Myopathic changes also cles, usually in proportion to the degree
appear, presumably as part of the dener- of weakness that primarily results from
vation process, although most biopsies lower167as opposed to upper motor neuron
show a relatively intact intermyofibrillar loss. The sparing of the extraocular
network and cellular architecture of the muscles stands in sharp contrast to the
fibers. Type I grouping correlates with the frequent involvement of the tongue. Most
best prognosis, whereas a high density of patients have hyperreflexia, some with an-
atrophic fibers implies a rapid progres- kle clonus and extensor plantar re-
sion.241 According to a quantitative study sponses. Fasciculations occur almost uni-
of the terminal innervation ratio and fiber versally at some stages, although some
type grouping, collateral reinnervation oc- patients may not notice spontaneous
curs less in ALS than in the more slowly muscle twitchings.82 A paucity of fascic-
progressing Charcot-Marie-Tooth dis- ulations may suggest slow progression of
ease.307 Motor nerve biopsy also shows the illness,227 but their abundance does
less density of regenerative clusters of not necessarily imply a worse prognosis.
small myelinated fibers than in motor Benign fasciculations, not uncommonly
neuropathy.54 seen in healthy subjects, usually involve
the eyelid, calf, or intrinsic hand muscles,
CLINICAL FEATURES
especially after strong contraction. Unlike
motor neuron disease, neither muscle
Symptoms usually begin in the fifth to weakness nor atrophy develops, and elec-
seventh decades, affecting men two to four tromyography provides no denervation.27
times as frequently as women.220 Distal The signs and symptoms may wax and
weakness commonly develops as an early wane, with an apparent improvement pre-
symptom. Despite asymmetric initial sumably after reinnervation and collateral
manifestations, at times limited to only sprouting. In one study, 32 of 74 patients
one limb, the disease progresses rapidly showed a fluctuating course.315 Despite
to involve muscles of the trunk and those this pattern, the disease usually pro-
innervated by the cranial nerves. Bulbar gresses without remission, leading to
signs tend to appear late in the course, death in 2-4 years, most often as the re-
but dysarthria, dysphagia and, rarely, sult of respiratory difficulties.119,261
respiratory failure50 may constitute the Longer survival in younger patients prob-
initial symptoms. Although patients com- ably reflects their greater neuronal re-
monly complain of aching and other vague serve.81 Perhaps as many as 20 percent
sensory complaints, they usually have no of all patients have a more favorable
clear objective loss of sensation. In one se- course, with survival in excess of 5
ries, however, 80 percent of the patients years.37 The "benign" form lacks bulbar
with motor neuron disease had abnormal signs in the early stages, but otherwise
thermal threshold tests.152 Pathologic ex- shares the same clinical features with the
amination of the peripheral nerves also classical variety. Other indicators for
Motor Neuron Diseases and Myelopathies 603
shorter survival include greater age, lower rise to widespread fibrillation potentials
predicted forced vital capacity, lower and positive sharp waves (see Fig. 14-8B).
serum chloride (Cl--) level reflecting degree Fasciculation potentials, as a nonspecific
of respiratory acidosis, a shorter interval but characteristic feature of ALS, imply
from symptom onset to diagnosis of ALS, motor neuron irritability in an appropri-
and greater weight loss.297 In one series,229 ate clinical context.65,120 These abnor-
about 4 percent, mainly younger men, ex- malities typically have an asymmetric dis-
perienced unusually long courses with tribution, particularly during early stages.
milder paralysis. Although very rare, some The presence of large and small fibrilla-
patients with a clinical syndrome closely tion potentials suggests both recent and
resembling ALS recovered completely, chronic denervation. Many motor unit po-
without treatment, 5 months to 1.5 years tentials have large-amplitude and poly-
after onset.313,314 phasic waveforms, some with late com-
Clinical diagnosis depends on the com- ponents.240 The motor unit potentials, re-
bined features of widespread muscular at- duced in number, recruit poorly and dis-
rophy, weakness, fasciculations and evi- charge rapidly, producing a less than full
dence of damage to corticospinal and bulbar interference pattern (see Figs. 13-8B, and
tracts.192 Differential diagnoses include any 13-9B). In one estimate, the motor unit
condition associated with diffuse muscle at- population decreased by half in each 6
rophy. A syndrome clinically resembling month period of the first year and then
ALS may appear in association with or- diminished more slowly thereafter.60 Sur-
ganochlorine insecticides,104 lead intoxica- viving enlarged motor units contribute
tion,29 chronic mercurialism,161 multifocal less282twitch force323 and fatigue more eas-
motor neuropathy,15,216,230,239,248,322 and ily than normal units because of me-
proximal motor neuropathy.45 Cervical chanical inefficiency. Motor unit number
spondylosis and developmental anomalies estimate (see Chapter 8-1) may predict
in the region of the foramen magnum disease progression and the length of pa-
sometimes simulate the disease closely, tients survival.11
with presenting symptoms of muscular Additional physiologic findings include
weakness in the upper extremities and ev- increased fiber density and jitter values as
idence of spasticity in the lower extremi- well as intermittent blocking determined
ties. When motor neuron disease and cer- by single-fiber electromyography.296 These
vical or lumbar spondylosis coexist, abnormalities, seen consistently in fasci-
sensory symptoms of radiculopathy alter culating motor units, reflect the degree
the picture of pure motor dysfunction. A and the recency of collateral reinnerva-
myelogram helps distinguish these diag- tion.153 Muscles showing no abnormali-
nostic possibilities. Elevated muscle en- ties either clinically or by conventional
zyme levels do not exclude the diagnosis needle examination may have subtle signs
because the serum level reaches two or of reinnervation and immature motor
three times the normal value in about half nerve terminals. Despite active reinnerva-
of the patients with motor neuron dis- tion, progessive denervation produces a
ease.326 deteriorating clinical course. A computer-
Therapeutic regimen include, in addi- assisted quantitative measure of motor
tion to supportive care,208 administration unit function showed that reinnervation
of riluzole which may prolong life by a few only compensated for up to 50 percent
months without tracheostomy.197 A high loss of the motor neuron pool.34,129
dose of methylcobalamine may slightly re- Studies of the motor nerve reveal a re-
tard muscle wasting in some patients.158 duced number of motor units showing
higher average amplitude than normal
PHYSIOLOGIC CHARACTERISTICS
(see Chapter 8-1) and slight slowing in as-
sociation with the reduced179,223
amplitude of the
Electromyographic abnormalities found muscle action potential. The values
during various stages of the illness reflect rarely fall below 70-80 percent of the nor-
the sequence of pathologic changes in the mal lower limits,55,95 and some studies
muscle.83,84,303 Diffuse denervation gives have found little or no change in maximal
604 Disorders of the Spinal Cord and Peripheral Nervous System
two muscles innervated by different roots have a more benign course. Atrophy and
and peripheral nerves in the cervical and weakness of the muscles develop without
lumbosacral regions. The presence of fas- accompanying features of spasticity or
ciculations helps, especially if found other evidence of upper motor neuron in-
in denervated muscles, showing long- volvement. The patients initially have
duration, polyphasic potentials. Their ab- asymmetric wasting and weakness of the
sence should raise doubts, although it intrinsic hand muscles. They then develop
does not rule out the diagnosis. atrophy of the shoulder girdle and the bul-
Typical cases show asymmetric and bar and lower limb muscles. Less com-
multifocal abnormalities. The involvement monly, the clinical signs may resemble
of upper and lower limbs serves to dif- Charcot-Marie-Tooth disease or peroneal
ferentiate this entity from a syrinx or nerve palsy, with preferential involvement
spondylosis with segmental abnormali- of the anterior leg compartment in early
ties. Optimal selection of the muscles for stages. Diaphragmatic paralysis, al-
examination can minimize the 252 ambiguity though rare, may cause respiratory in-
regarding cranial involvement. In the sufficiency238 as a prominent presenting
limbs, examining the flexor pollicis longus symptom. Despite generalized wasting
rather than the thenar or hypothenar mus- and weakness, the stretch reflexes usu-
cles circumvents the possible effect of com- ally remain normal or only slightly de-
pressive neuropathies, such as the carpal creased. The disease runs a slower course
tunnel syndrome or tardy ulnar palsy. than classic ALS. Nonetheless, the symp-
Similarly, denervation of the extensor dig- toms and signs are unremitting, steadily
itorum brevis may result from nerve en- progressing to death, often from aspira-
trapment by a tight shoe. Assessment of tion pneumonia.
thoracic paraspinal muscle also serves to
distinguish this entity from other disorders
such as combined cervical and lumbar Progressive Bulbar Palsy
spondylosis.181 Studies should include,
in addition to the assessment of 18muscle Signs and symptoms that predominantly
strength using a standard tool, elec- involve the bulbar muscles justify the
tromyography, sensory as well as motor name progressive bulbar palsy.5 The pres-
conduction measurements and, when ap- ence of disease in siblings suggests an au-
propriate, tests of neuromuscular trans- tosomal recessive form of inheritance.22
mission to exclude other disorders of the The disease usually begins in the fifth or
peripheral nerve. Sparing of sensory nerves sixth decade with initial symptoms of pro-
provides an important clue, especially if gressive dysarthria and dysphagia. The
demonstrated in one of the weaker ex- tongue becomes atrophic with visible fas-
tremities. Evidence of defective neuromus- ciculations. Troublesome signs include
cular transmission with either repetitive pooling of saliva, nasal regurgitation of
stimulation or single-fiber electromyogra- fluids, and inability to chew or swallow.
phy suggests active disease with recent Most patients eventually develop signs of
reinnervation and immature end plates pseudobulbar palsy from lesions affecting
and, hence, a poor prognosis. the brainstem at higher levels or cerebral
cortex. Despite the often localized initial
symptoms, widespread involvement of
Progressive Muscular Atrophy motor neurons ensues in the terminal
stage. Thus, the diagnosis usually denotes
In the rare syndrome of Aran-Duchenne merely the229
bulbar onset of ALS in many
or progressive muscular atrophy, clinical instances.
signs and symptoms suggest a selective
disorder of the anterior horn cells, al-
though pathologic studies may show some Primary Lateral Sclerosis
changes in the corticospinal tract as well.
Most cases occur sporadically. Familial Pathologic studies in typical cases of pri-
forms, reported in a small percentage, mary lateral sclerosis show selective loss
606 Disorders of the Spinal Cord and Peripheral Nervous System
multiplex with anterior horn cell disease, before 6 months after birth with delayed
and distal SMA. Another form with adult developmental milestones. In many cases,
onset,149 once reported as a variant of the the infant dies of pneumonia, often before
late juvenile type, may constitute a sepa- the first birthday and usually by the age
rate entity according to one survey over245a of 3 years, although not all cases of neu-
10 year period in northeast England. rogenic muscular atrophy in infancy fol-
The distribution of affected muscles dis- low this acute course. In chronic SMA of
tinguishes ALS with distal weakness from childhood, clinical signs first appear at
the adult form of SMA, which is charac- about 6 months but occasionally as late
terized by more proximal involvement. as 8 years of age, with the 85,86,244
median age of
Morphometric analysis of intramuscu- death later than 10 years.
lar nerves showed less marked loss of The clinical features comprise progres-
myelinated nerve fibers with more effec- sive muscle weakness, atrophy of the
tive reinnervation compared with ALS.267 trunk and extremities, hypotonia, and
Various types of SMA share the same or feeding difficulties. The infants character-
similar electromyographic findings con- istically lie motionless with limbs ab-
sisting of fibrillation potentials, positive ducted in the frog-leg position. They are
sharp waves, fasciculation potentials, unable to hold their head up or sit and
large motor unit potentials, and a reduced have difficulty with any type of locomotion
interference pattern. In a rapidly pro- with the loss of previously developed mo-
gressing infantile SMA electromyography tor skills. About half of the patients have
suggests a mixture of denervation and re- fasciculations in the tongue and, much
generation with small motor unit poten- less frequently, in the atrophic muscles of
tials that vary temporally in configuration. the limbs. Children with the chronic form
of SMA may develop kyphoscoliosis, con-
tractures of the joints, and dislocation of
Infantile Spinal Muscular Atrophy the hip as the disease progresses. Bulbar
signs appear later in the course of the
Infantile SMA, first described by Werd- rapidly progressive illness. The facial mus-
nig327 and Hoffmann,142 is an autosomal cles, affected mildly, if at all, give the in-
recessive trait. Parents of affected children fant an alert expression, despite severe
have a significantly higher rate of con- generalized hypotonia with reduced or ab-
sanguinity than controls. The estimated sent stretch reflexes. The patients have
incidence ranges from 1 in 15,000 to 1 in normal sphincter functions and intact sen-
25,000 live births in Britian.243 One third sory systems, even in the terminal stages
of the affected children have the disease of illness.
already manifest at birth with decreased Muscle biopsy reveals sheets of round
fetal movements or congenital arthrogry- atrophic fibers intermixed with clumps of
posis.246 In the remainder, the onset of ill- hypertrophic type I fibers. The chronic
ness is usually by 3 months, and certainly form shows fiber type grouping with large
608 Disorders of the Spinal Cord and Peripheral Nervous System
type II fibers and elevated levels of serum abnormalities.41 Rare cases of infantile
creatine kinase. Ultrastructural findings neuronal degeneration clinically resemble
include massive muscle cell elimination infantile SMA. Nerve conduction studies
by apoptosis and numerous immature showing marked slowing help distinguish
muscle fibers, raising the possibility that this entity characterized by a demyelina-
muscle cell damage results in secondary tive neuropathy as part of the widespread
death of motor neurons that no longer extensive neuronal degeneration.298
have the peripheral target.101
The incidence of fibrillation potentials
and positive sharp waves depends on Juvenile Spinal Muscular Atrophy
stage, progression, and severity of the dis-
ease. 135
It reached 100 percent in one The juvenile form of SMA, 180 inherited in
study,182 but considerably less in an- an autosomal dominant or recessive fash-
other. Fasciculation potentials occur ion, begins with proximal muscle weak-
infrequently if at all. One report39 de- ness and atrophy in the lower limbs. Two
scribed unique potentials regularly dis- thirds of the patients have a family his-
charging at a rate of 5-15 impulses per tory. The disease progresses more slowly
second in 75 percent of 30 patients, but with less predilection for proximal mus-
without subsequent confirmation. A late cles in the dominant variety than in the
recruitment of motor unit potentials re- recessive type. Compared with the infan-
flects the loss of anterior horn cells. Max- tile form it has a later onset throughout
imal effort produces an incomplete inter- childhood or adolescence, but most com-
ference pattern, with a limited number of monly between the ages of 5 and 15 years.
potentials discharging at a rapid rate. In The symptoms initially involve the exten-
extreme instances, only one or two motor sor muscles of the hip and knees and,
units fire at 40-50 impulses per second. later, the shoulder girdle muscles.
As expected from collateral sprouting and The patient has a characteristic lordotic
a high fiber density, a quantitative survey posture with protuberant abdomen, hy-
shows high-amplitude, long-duration mo- perextended knees, and hypertrophic
tor unit potentials. Regenerating axons, calves with rare involvement of the cra-
however, may also give rise to low-ampli- nial musculature such as ptosis. One half
tude, short-duration potentials. In ad- of the cases have fasciculations in the
vanced stages, the motor unit potentials proximal muscles. This abnormality af-
are either abnormally large or small, with fects the legs more than the arms, spar-
no normal units between the two ex- ing the distal muscles and the tongue ex-
tremes.135 The temporal variability of cept in the advanced stages. Examination
their waveform suggests instability of neu- usually reveals hyporeflexia with atrophy
romuscular transmission. but occasionally hyperreflexia and Babin-
Nerve conduction studies show normal ski signs. The disease follows a relatively
or nearly normal velocities with a reduced benign course with frequent survival into
amplitude of compound muscle action po- adulthood, albeit with confinement to
tentials. In one study,182 94 percent of the a wheelchair by the mid thirties. Some
patients showed reduction of amplitude to patients develop chronic neurogenic
less than 50 percent of the normal means. quadriceps amyotrophy as a forme fruste
Mild slowing of conduction velocity results of Kugelberg-Welander disease.28,107 The
from the loss of fast-conducting axons. differential diagnoses otherwise include
Repetitive stimulation of the nerve at ei- polymyositis and muscular dystrophy.
ther slow or fast rates causes a decreasing A modest elevation of serum enzymes
muscle response during ongoing reinner- such as creatine kinase remains nearly
vation, suggesting defective neuromuscu- constant as the disease progresses. In
lar transmission. In contrast to the motor Duchenne muscular dystrophy, an ini-
responses, sensory nerve studies usually tially very high level of creatine kinase
reveal normal amplitudes and velocities, gradually declines later. Muscle biopsy
although occasional patients may have specimens show fascicular atrophy and
minor electrophysiologic256 or histologic fiber type grouping characteristic of a
Motor Neuron Diseases and Myelopathies 609
neurogenic disorder with occasional mix- gressive bulbar paralysis, and positive sup-
ture of myopathic features. Biochemical port from electromyography or a pathol-
and immunocytochemical analyses help ogy study. The clinical features consist of
classify chronic SMA, identifying the mat- ophthalmoplegia, facial diplegia, laryngeal
urational stage of the muscle at the age palsy, and other cranial nerve paralysis
of disease onset.128 with onset in early childhood. Facial diple-
An overall incidence of fibrillation po- gia, if present at birth, suggests other enti-
tentials ranged from 20 to 40 percent in ties such as infantile myotonic dystrophy,
one series136 and 64 percent in another.182 infantile facio-scapulohumeral dystrophy,
More severely affected patients have an and Mobius syndrome.37 Progressive oph-
even higher percentage,224 although it thalmoplegia and dysphagia may also de-
does not match the level seen in Werdnig- velop as late manifestations in some cases
Hoflmann disease. Fasciculation potentials of juvenile SMA, but they are not the pre-
may111 or may not182 abound. Complex senting features. Electromyographic abnor-
repetitive discharges, if present, suggest a malities, prominent in bulbar and pontine
late stage. Spontaneous activities involve musculature, consist of fibrillation poten-
the lower limbs more than the upper limbs tials, positive sharp waves, and impaired re-
and proximal muscles more than distal cruitment of motor unit potentials.
muscles.136
Voluntary contraction gives rise to high-
amplitude, long-duration motor unit po- Scapuloperoneal Spinal
tentials that recruit poorly even at maxi- Muscular Atrophy
mal effort.39 Late components indicate the
presence of slow-conducting regenerating As indicated by the name, a unique pat-
axons. The percentage of large motor unit tern of muscular weakness distinguishes
potentials increases with duration of the scapuloperoneal SMA from the other
disease.136 In advanced cases, small types.68,93 A form of muscular dystrophy
polyphasic potentials also appear, sug- also exhibits the same distribution of
gesting secondary myopathic changes of weakness with features often indistin-
atrophic muscles. These potentials show guishable from those of muscular atro-
a constant configuration, unlike the vary- phy. Because of this, some prefer the term
ing waveforms seen in the more rapidly scapuloperoneal syndrome to include both
progressive infantile cases.182 neurogenic and myogenic forms.
Motor and sensory nerve conduction In addition, Charcot-Marie-Tooth dis-
studies, although usually normal,218,280 ease type 1 (CMT 1) may present as scapu-
may reveal a moderate reduction in am- loperoneal atrophy associated with distal
plitude of the compound muscle action sensory loss.146,265 This variety of mus-
potential. As in Werdnig-Hoffmann dis- cular atrophy slowly progresses after its
ease, this abnormality shows a strong cor- usual onset in early adulthood. In addi-
relation with the patient's functional ca- tion to sporadic cases, familial incidences
pacity. In one series, 54 percent were occur showing an autosomal dominant
bedridden when the amplitude fell below trait. One family had both Werdnig-Hoff-
half of normal, compared to only 7 per- mann disease and chronic distal SMA
cent in the remainder. with apparent autosomal dominant in-
heritance.33 Atrophy and weakness ini-
tially affect the anterior tibial and per-
Juvenile Progressive Bulbar Palsy oneal muscles and later the musculature
of the pectoral girdle, producing winging
Slowly progressive bulbar palsy character- of the scapulae. Some patients develop la-
izes this very rare disorder of Fazio-Londe ryngeal palsy.68 Muscle biopsies show a
inherited as an autosomal recessive trait.5 mixed neuropathic and myopathic pattern
The diagnostic criteria based on a review of in most cases. Electromyographic studies
24 children204 include clinical features of a demonstrate low-amplitude, short-dura-
pure motor neuronopathy affecting the bul- tion motor unit potentials, fibrillation po-
bar nuclei, exclusion of other causes of pro- tentials, and positive sharp waves. Nerve
610 Disorders of the Spinal Cord and Peripheral Nervous System
may not225 differentiate those with delayed along immature nerve sprouts as the
weakness and those without. cause of the instability similar to ALS.312
Electromyography initially shows only a A sequential study using macro elec-
reduced recruitment pattern during the tromyography showed evidence of rein-
acute phase of poliomyelitis. Fibrillation po- nervation until motor unit potential be-
tentials develop as the motor axons degen- came around 20 times the normal size
erate. Reinnervation results in diminution followed by failing capacity to maintain
of spontaneous discharges and the ap- large motor units.117
pearance of motor unit potentials of large A poliomyelitis-like disorder, Hopkin's
amplitude and long duration. Weak mus- syndrome, may develop in association
cles may have only a few extremely large with asthma.143,193,328 The disease pre-
motor unit potentials. Patients with a his- dominantly affects boys 10 years old or
tory of paralytic poliomyelitis usually re- younger. The patient develops acute flac-
veal evidence of widespread chronic par- cid monoplegia involving a single upper or
tial denervation despite restricted clinical lower limb without sensory deficits.
weakness.36,330 Clinically involved spinal Marked atrophy in the involved limb sig-
segments may show a substantially in- nals a poor prognosis for recovery. Cere-
creased mean interference amplitude not brospinal fluid examination reveals pleo-
only in weak muscles but also in appar- cytosis and slight protein elevation, but no
ently unaffected contralateral muscles. rise in poliovirus antibody titers. The le-
Nerve conduction studies reveal normal sion may lie in the brachial plexus, but the
velocities with reduced amplitude of the absence of sensory abnormalities favors
compound muscle action potentials, ap- the motor roots74 or anterior horns328 as
proximately in proportion to the degree of the locus of the disease. Despite clinical
muscle atrophy.155 Transcranial magnetic similarities to poliomyelitis, the disease
stimulation shows normal postexercise fa- can affect previously vaccinated children.
cilitation and depression, indicating no Electromyographic features also resemble
abnormality in the intracortical compo- those seen in poliomyelitis. In one pa-
nent of fatigue.279 tient,328 C5 root synkinesis developed be-
In the absence of adequate reinnerva- tween biceps and inspiratory muscles
tion, fibrillation potentials may persist from aberrant regeneration.168
many years after the acute episode.43 In Patients with acute hemorrhagic con-
these cases, the spontaneous discharges of junctivitis caused by enterovirus 70 may
very low amplitude indicate small atrophic have polio-like paralysis of the limb and
muscle fibers. Even after reinnervation, cranial muscles.324 Early complaints in-
diseased anterior horn cells may degener- clude root pain and weakness. Elec-
ate prematurely and cause the reappear- tromyography of affected and some unaf-
ance of spontaneous discharges.94,277 Al- fected muscles shows fibrillation potentials
ternatively, muscle fibers may drop out of early and large polyphasic motor unit po-
a motor neuron that can no longer meet tentials later. Nerve conduction studies re-
the increased metabolic demand of an en- veal no specific abnormalities.
larged motor unit. Single-fiber elec-
tromyography in survivors of poliomyelitis
has shown a significant increase in jitter 6 SYRINGOMYELIA
and fiber density without neurogenic
blocking.311,329 These findings of defective
neuromuscular transmission may also Signs and symptoms of syringomyelia re-
represent disintegration with aging of the sult from cavitation and gliosis of unknown
reinnervated motor units. Routine elec- pathogensis affecting the spinal cord and
trophysiologic or morphologic techniques medulla. The disease may begin at any age,
usually fail to differentiate weakening but most often occurs in the third or fourth
muscles in this syndrome from previously decade. It may occur sporadically or famil-
affected but stable muscles.185 An in- ially, affecting both sexes equally. The pa-
crease in jitter with high-frequency stim- tient frequently has other congenital de-
ulation implies ineffective conduction fects, such as spina bifida or Arnold-Chiari
614 Disorders of the Spinal Cord and Peripheral Nervous System
malformation. Other associated features clei of the lower medulla either unilaterally
consist of scoliosis, trophic changes, and or bilaterally. Common features include at-
intramedullary tumors found in conjunc- rophy of the tongue, loss of pain and tem-
tion with a syrinx. Secondary cavitation perature sensation in the face, abnormali-
may develop after traumatic, vascular, or ties of extraocular muscles, and respiratory
infectious lesions of the spinal cord. A difficulties. A lesion of the spinal accessory
slowly progressive course extends over a nuclei causes atrophy of the trapezius and
period of many years, although damage to sternocleidomastoid. In addition, spastic
medullary nuclei may lead to a rapid paraparesis results from interruption of the
demise. The differential diagnoses include upper motor neuron tracts.
motor neuron disease, multiple sclerosis, Electromyography reveals fibrillation po-
spinal cord tumor, anomalies of the cervi- tentials and positive sharp waves in the at-
cal spine, and posterior fossa lesions.3 rophic muscle. Sparing of the lower limbs
The cavities vary in location and in lon- serves to distinguish syrinx from motor
gitudinal extent, but most frequently af- neuron disease. Other abnormalities in-
fect the cervical cord, which may distend clude continuous motor unit activity, syn-
with the fluid or, conversely, flatten. Ir- chronous motor unit potentials, respiratory
regularly shaped gliosis and cavities, al- synkinesis and myokymic discharges.226
though ordinarily located near the central Motor nerve conduction studies show nor-
canal, may involve the entire white and mal velocities but reduced amplitude of
gray matter, affecting motor and sensory the compound muscle action potentials in
cells and various fiber tracts in any com- the affected limb.321 Motor evoked poten-
bination. Damage to the anterior com- tials using magnetic brain stimulation
missure of the spinal cord causes the also uncover spinal cord dysfunction, as
characteristic disassociation of sensory shown in a patient with posttraumatic sy-
abnormalities. Other common sites of in- ringomyelia.195,262 The finding of normal
volvement include the posterior and lat- sensory nerve potentials despite clinical
eral funiculi, with damage to the corti- sensory loss confirms a preganglionic in-
cospinal tract. volvement of the sensory pathway. In these
Clinical symptoms and signs depend on instances, somatosensory evoked poten-
the location and extent of the pathologic tials (SEPs) may reveal central conduction
changes. A syrinx in the cervical region block (see Fig. 20-12). One study showed
causes atrophy and weakness of intrinsic absent or reduced NIS recorded by poste-
hand muscles and dissociated loss of pain rior-anterior cervical montage in 83 percent
sensation with preservation of light touch of median nerve SEPs despite normal P14
in the lower cervical or upper thoracic der- and N20 recorded using a noncephalic ref-
matomes. A syrinx at the root entry zone erence.259 Pain-related SEPs following CO2
causes a segmental loss in all modalities laser stimulation also show clear abnor-
of cutaneous sensation, whereas lesions malities in most cases, thus providing a
of the posterior column selectively affect useful measure in the evaluation of disso-
the vibratory sense. Other signs include ciated sensory loss. 160 A lesion of the spinal
spasticity, hyperreflexia, Babinski signs, tract or nucleus of the trigeminal nerve
ataxia of the lower limbs, and a neuro- causes an afferent abnormality of the blink
genic bladder. A syrinx may affect the reflex with the absence of R2 bilaterally af-
lumbosacral region alone or in association ter stimulation on the affected side of the
with lesions at the cervical level. The clin- face (see Fig. 17-16).
ical features, then, include muscular at-
rophy and dissociated sensory loss of the
lower limbs and paralysis of the bladder. 7 MULTIPLE SCLEROSIS
The loss of stretch reflexes suggests le-
sions at the root entry zone or the ante-
rior horn cells in the lumbar region. In multiple sclerosis, a demyelinating le-
Syringobulbia denotes a syrinx formed in sion with relative preservation of axis
the medulla that commonly involves the de- cylinders primarily affects upper motor
scending nucleus of the fifth nerve and nu- neurons. Clinical presentations vary, al-
Motor Neuron Diseases and Myelopathies 615
though the classical triad consists of nys- tern of clinical and physiologic changes. In
tagmus, scanning speech, and intention one study of 24 patients, the lesion involved
tremor. Patients also have symptomatic the thoracic cord in 7, conus and cauda
fatigue and muscle weakness.166,281 The equina in 10, and other levels in 6.12 Elec-
lesion may also involve the autonomic trodiagnostic studies revealed abnormali-
nervous system, causing incontinence as ties of tibial SEP in 7 of 8, nerve conduc-
a characteristic feature of the disease. In tion abnormalities in 10 of 23, and
one series, 3.9 percent of 282 newly di- evidence of denervation in 17 of 22. The
agnosed cases of multiple sclerosis devel- anterior spinal artery syndrome results
oped acute radicular pain as a presenting from ischemic cord infarction, which, dur-
symptom.257 Demyelination in the ventral ing the acute stage, abolishes the F wave
root exit zone probably accounts for lower on the affected side.6 Isolated paraplegia
motor neuron dysfunction and elec- may develop from a remote stab wound
tromyographic evidence of denervation.284 probably as the result of radicular artery
Depending on the site of demyelination, interruption in combination with systemic
different neurophysiologic techniques can hypotension.164 Infarction of the conus
provide an accurate measure of impaired medullaris results in the absence of lower
signal transmission. These include, in ad- limb F waves as an early electrophysio-
dition to visual and brainstem auditory logic finding.53 A high cervical cord in-
potentials, blink reflex (see Chapter 17-4), farction may reduce or abolish R2 of the
somatosensory evoked potentials (see blink reflex, indicating dysfunction of the
Chapter 20-6), motor evoked potentials spinal tract of the trigeminal nerve.231
(see Chapter 21-7), and autonomic eval- Some patients with human T lym-
uation (see Chapter 5-7). Conventional photropic virus I (HTLV-I) infection develop
and some specialized nerve conduction chronic progressive myelopathy,194 called
studies have revealed subclinical periph- HTLV-I-associated myelopathy (HAM) in
eral nerve involvement in about 10 per- Japan and tropical spastic paraparesis
cent of patients.334 The use of an abnor- (TSP) in South America.233,264 Autopsies
mality scale may increase the robustness disclose a mononuclear inflammatory re-
of changes in multimodal and longitudi- action, with myelin and axonal destruc-
nal studies of sensory and motor evoked tion involving mostly the white matter of
potential in multiple sclerosis.20,194 the thoracic spinal cord. A predominantly
proximal muscle weakness, therefore,
may result from a concomitant myopathy
8 OTHER MYELOPATHIES (see Chapter 28-7).108 Although rare, the
same disorder has been reported in the
United States92 and elsewhere. Electro-
Subacute combined degeneration, usually physiologic abnormalities in HAM include
associated with a low serum vitamin B12 segmental denervation of paraspinal mus-
level, may result from abnormal vitamin cles.10 SEP changes were reported in 86
B12 binding protein despite its high serum percent of patients in one study,44 and pe-
level.260 SEP studies show prolonged cen- ripheral nerve dysfunction was seen in 43
tral conduction time71 with improvement percent in another series.26 Pain-related
after cyanocobalamin therapy, which con- SEPs following CO2 laser stimulation also
tributes little to the recovery of peripheral show subclinical abnormalities of the
nerve function.309 These findings suggest spinothalamic tract in most patients.159
demyelination in the posterior column and An epidemic of spastic paraparesis
axonal degeneration in the peripheral nerve. called konzo developed in a drought-af-
Longitudinal neurophysiologic studies may fected rural area of Northern Tanzania.
help evaluate progression of myelopathy Konzo constitutes a distinct upper motor
and therapeutic effect following bone mar- neuron disease probably caused by a toxic
row transplantation in metachromatic effect of insufficiently processed cassava
leukodystrophy.70 ingested under adverse dietary circum-
Arteriovenous malformations of the stances.144 Magnetic brain stimulation
spinal cord give rise to a characteristic pat- may fail to elicit motor evoked potentials
616 Disorders of the Spinal Cord and Peripheral Nervous System
(MEPs) but other neurophysiologic stud- Electrical injury may cause myelopathy
ies remain largely normal.316 associated with delayed conduction of cen-
Monomelic amyotrophy may develop af- tral motor and sensory pathways as tested
ter irradiation of the lumbosacral spinal by SEP and transcortical MEP.310 Other
cord for malignancy, as the result of se- rare cases of transverse myelitis include in-
lective injury to the lower motor neu- fectious agents such as Lyme borreliosis177
ron.184 Selective calf weakness usually and toxoplasmosis in patients with AIDS,139
suggests intraspinal pathology rather and odontoid fractures that may account
than peripheral neuropathy, which char- for delayed progressive myelopathy years
acteristically involves muscles innervated after a forgotten injury.58
by the peroneal nerve.31
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Chapter 24
RADICULOPATHIES AND
PLEXOPATHIES
1. INTRODUCTION
2. CERVICAL AND THORACIC ROOTS
Cervical Spondylosis
Herniated Cervical Disc
Root Avulsion
Thoracic Radiculopathy
3. BRACHIAL PLEXUS
Idiopathic Brachial Neuropathy
Familial Brachial Plexopathy
Plexopathy Secondary to Radiation
Cervical Rib and Thoracic Outlet Syndrome
4. LUMBOSACRAL ROOTS
Conus Lesion
Cauda Equina Lesion
Herniated Lumbar Disc
Spinal Stenosis
Root Avulsion
5. LUMBOSACRAL PLEXUS
Some studies report a high correlation Pain induced by irritation of the C7 root
among electromyographic evidence of typically involves the entire arm and fore-
denervation, myelographic abnormalities, arm with radiation into the third digit and,
and surgical findings.123 In one series,144 to a lesser extent, the second and fourth
however, electromyography and magnetic digits. Less commonly encountered C8
resonance imaging agreed in 60 percent root pain radiates to the fourth and fifth
of patients, but only one study showed ab- digits and Tl root pain, deep in the shoul-
normality in the remaining 40 percent, der, axilla, and medial aspect of the arm.
suggesting that they provide complemen- Although sensory symptoms help evalu-
tary diagnostic information. Some advo- ate radiculopathy, they often fail to eluci-
cate application of a computer-aided ex- date the exact level of lesion because the
pert system to brachial plexus injuries.70 dermatomes overlap with considerable
Broad and frequently anomalous seg- variability.
mental innervations challenge the clini- The distribution of motor deficits and
cian in attributing any pattern of clinical changes in the stretch reflexes provide
or electromyographic findings to a specific more reliable localization. Clinical assess-
spinal level.160 ment of radiculopathy depends on testing
In the affected muscle, needle exami- movements of the arm, which rely on al-
nation initially reveals poor recruitment of most exclusive control by single roots.
motor unit potentials indicating struc- Recommended maneuvers include shoul-
tural or functional loss of axons. Subse- der abduction to 180 degrees (C5), elbow
quent appearance of fibrillation potentials flexion in full and half supination (C6),
and positive sharp waves in 2-3 weeks and adduction of the shoulder, extension
suggests axonal degeneration. Low-ampli- of the elbow, and extension and flexion of
tude, polyphasic motor unit potentials the wrist (C7).155 A C8 root lesion affects
have temporal instability during active re- the long extensors and flexors of the fin-
generation of motor axons. In contrast, gers and, to a lesser degree, the intrinsic
high-amplitude, long-duration motor unit hand muscles, which receive substantial
potentials with stable configuration ap- supply from the Tl root. An ulnar nerve
pear later after completion of reinnerva- lesion spares the median-innervated
tion. Nerve conduction studies reveal re- thenar muscles, whereas a Tl root lesion
duced amplitude of the muscle or sensory affects all the small hand muscles. A lower
action potentials in appropriate distribu- cervical root lesion may cause selective
tion depending on the site of involvement. finger drop, mimicking the "claw hand"
associated most commonly with ulnar
nerve and, to a lesser degree, with radial
2 CERVICAL AND THORACIC nerve involvement.28 The abnormalities of
ROOTS certain muscle stretch reflexes assist in
determining the level of root lesions, for
example, biceps brachii (C5 or C6),
Anatomic peculiarity stems from a mis- supinator (C6), triceps (C7), and finger
match in number between eight cervical flexors (C8).
roots and seven cervical vertebrae. The C1 Electromyographic studies provide an
through C7 roots emerge above their re- objective means to corroborate clinical di-
spective vertebrae, whereas the C8 root agnosis of a radicular lesion (Table 24-1;
exits between the C7 and Tl vertebrae. also see Table 1-2). Studies of paraspinal
Common causes of cervical radiculopathy muscles help document the involvement of
include spondylosis, herniated disc, and the posterior rami, thus confirming a radic-
traumatic avulsion. ular as opposed to a plexus lesion. The
In compression of the C5 root, pain in length-dependent delay of nerve degenera-
the interscapular region radiates along tion141 predicts the appearance of dener-
the lateral aspect of the arm to the elbow. vation potentials first in the paraspinal
With involvement of the C6 root, pain ex- muscle. In one study,158 however, multi-
tends over the shoulder to the lateral as- variate estimates showed no correlation
pect of the arm and forearm and thumb. between paraspinal muscle spontaneous
630 Disorders of the Spinal Cord and Peripheral Nervous System
Brachial Plexus
Dorsal Scapular Nerve Rhomboid
Suprascapular Nerve Supraspinatus
Infraspinatus
Axillary Nerve Teres Minor
| Deltoid, anterior, middle, posterior
Subscapular Nerve Teres Major
Musculocutaneous Nerve Brachialis
Biceps Brachi
Coracobrachialis
Long Thoracic Nerve Serratus Anterior
Lateral Pectoral Nerve Pectoralis Major (clavicular part)
Medial Pectoral Nerve Pectoralis Minor
activity and symptom duration. In prac- for the optimal identification of the in-
tice, therefore, this time relationship may volved root.114 Affected muscles show
not necessarily hold.49 Clinical findings reduced recruitment and incomplete in-
should dictate which muscles to examine terference pattern at the beginning and
Radiculopathies and Plexopathies 631
the median nerve, and a portion of the ra- these muscles also serves to distinguish
dial nerve. The intrinsic hand muscles between root and plexus lesions.
and long flexors and extensors of the fin-
gers atrophy, producing a partial claw
hand. The patient also has numbness Thoracic Radiculopathy
along the inner aspect of the hand, fore-
arm, and arm. Homer's syndrome indi- Isolated involvement of lower thoracic or
cates damage of the cervical sympathetic upper lumbar roots, although rare, may
fibers. result from collapsed vertebral bodies.128
Traumatic injury may cause pregan- With lesions at this level, proximal weak-
glionic avulsion of cervical roots from the ness of the legs may lead to an erroneous
spinal cord, or postganglionic damage to diagnosis of myopathy. Electromyography
the plexus, or both. This distinction has shows spontaneous discharges localized
practical operative implications, as nerve to the affected myotomes in the limb and
grafting onto avulsed root results in no re- paraspinal muscles. This should provide
turn of function. Myelography usually de- an important criterion especially because
lineates the extent of root injury, but myelography fails to differentiate sympto-
structural abnormalities do not necessar- matic and 10 asymptomatic thoracic herni-
ily coincide with functional deficits un- ated discs.
covered by electrophysiologic studies.196
Pseudomeningoceles may accompany in-
tact roots on the one hand, and root avul- 3 BRACHIAL PLEXUS
sion may fail to produce detectable
meningoceles on the other. To exclude
root avulsion definitively, direct stimula- During times of peace, brachial plexus le-
tion of the individual surgically exposed sions usually result from civilian gunshot
cervical nerve root must elicit repro- wounds. Penetrating injuries from bullet
ducible somatosensory evoked poten- wounds often involve the upper and lower
tial.91 Preganglionic separation of the cell trunks and the posterior cord. A difficult
body with lesions at the root level pre- birth or sudden traction applied to the arm
serves anatomic and physiologic integrity or neck can also damage the plexus. Al-
of the peripheral axon. Thus, intradermal though some affected infants have a fa-
95
histamine injection induces a physiologic vorable prognosis, most show no recov-
reflex skin reaction, and nerve stimulation ery.29 Some physicians recommend early
elicits a normal sensory action potential surgical reconstruction in those having no
despite sensory loss. These findings stand improvement by the age of 4 months.107,115
in sharp contrast to the loss of chemical Variable selection criteria and methodol-
or electrical reactivity along the distal nerve ogy make outcome evaluations difficult to
segments in patients with plexus lesions. interpret.
Earlier pessimism notwithstanding, recent In addition to direct injuries, indirect
studies show some functional recovery in trauma results from fractures of the
primates after 31spinal cord implantation of humerus or dislocation of the shoulder.48
avulsed roots. Plexopathy may develop after a prolonged
The deep cervical muscles receive in- anesthesia with the patient in an unusual
nervation from the posterior as opposed posture. Hemiplegics may sustain an in-
to the anterior rami of the spinal nerves. jury from repeated pressure under the
Evidence of denervation here, therefore, arms caused by lifting. Other possible
indicates an intraforaminal lesion affect- traumatic causes include complications
ing the root or spinal nerve before the di- during 61,217
brachial artery-antecubital131 vein
vision into the two rami. Other muscles shunts, axillary arteriography, me-
innervated proximaly to the brachial dian sternotomy,84,93,124 surgery for tho-
plexus include the rhomboids supplied by racic outlet syndrome,211 liver transplan-
the dorsal scapular nerve and the serra- tation not necessarily correlated with the
tus anterior subserved by the long tho- side of the axillary venovenous shunt,101
racic nerves. Spontaneous activity in jugular vein cannulation for coronary
Radiculopathies and Plexopathies 633
86,116,191
artery bypass graft surgery,178 and hand, and reduced or absent biceps and
constraints from a tight vest. Appropri- supinator stretch reflexes. Rare isolated
ate radiologic and electrophysiologic stud- injury to the middle trunk produces weak-
ies help determine the indications for ness in the general distribution of the ra-
surgical intervention, which benefits only dial nerve, involving the triceps only par-
well-selected patients.53,100,106,107 tially and sparing the brachioradialis
Idiopathic plexopathy ranks the first in entirely. Metastasis can occur to any por-
incidence among nontraumatic conditions tion of the plexus but predominantly to
affecting the brachial plexus.13 The differ- the lower trunk and medial cord as ex-
ential157diagnoses include Hodgkin's dis- pected from the location of lymph nodes.
ease, desensitizing103injections,215 Ehlers- Selective damage to the lower trunk also
Danlos syndrome, systemic lupus results from local trauma or direct inva-
erythematosus,20 an uncommon side ef- sion from a Pancoast tumor in the apex
fect of interferon therapy,17 localized of the lung. Lesions affecting the C8 and
chronic inflammation with fusiform seg- Tl roots impair hand function and cause
mental enlargement,40118,203subclavian-axil- Horner syndrome. These clinical features
lary artery aneurysm, and familial bear a resemblence to those of Klumpke's
pressure-sensitive neuropathy.22 Chronic palsy. In addition to the intrinsic hand
compressive lesions of the brachial plexus muscles, finger flexors and extensors are
range from primary nerve tumors8 to weak. Sensory changes involve the medial
metastatic breast cancer and lymphoma. aspect of the arm, forearm, and hand, in-
Cervical cord compression may mimic the cluding the fourth and fifth digits.
neuralgia.174 Patients with neoplastic in- Injury to the posterior cord seen in
vasion tend to have pain and Horner's shoulder dislocation gives rise to the clin-
syndrome.117 Radiation therapy of the ax- ical picture of combined axillary and ra-
illary region also causes plexopathy, mim- dial nerve palsies. The patient cannot ex-
icking tumor recurrence. Intermittent tend the elbow, wrist, or fingers. The weak
compression seen in some cases of tho- deltoid causes limited arm abduction
racic outlet syndrome produces less well- after the first 30 degrees, the range sub-
defined neurologic syndromes with little served by the supraspinatus. Sensory
or no objective abnormalities. One study changes involve the lateral aspect of the
reports reduced sensory nerve action po- shoulder and arm, the posterior portion
tentials in asymptomatic professional of the forearm, and dorsal aspects of the
baseball pitchers probably as an example lateral half of the hand, including the first
of a repetitive use syndrome affecting the two digits. Compressive lesions in the tho-
brachial plexus.130 racic outlet tend to affect the medial cord.
The clinical features depend on the area Motor and sensory deficits develop in the
of the primary pathology. The upper trunk median- and ulnar-innervated region that
bears the brunt of damage from injury by receives supplies from the C8 root. Al-
firearm recoil, which forcefully retracts the though rare, local trauma can selectively
clavicle against the underlying scalene damage the lateral cord, causing weak-
muscles,208 a heavy backpack,44 or the ness in musculocutaneous and median-
common football injury called a "stinger."48 innervated muscles that receive axons
The damage here causes the distribution from the C6 and C7 roots.
of weakness similar to that seen in Erb- The nerve conduction abnormalities
Duchenne palsy, with involvement of the commonly seen in demyelinative lesions
shoulder and upper arm and sparing of include (1) severe amplitude attenuation
the hand function. The patient cannot of muscle and antidromic sensory nerve
abduct the arm, internally or externally action potentials evoked with stimulation
rotate the shoulder, flex the elbow, or ex- proximal to the site of nerve injury com-
tend the wrist radially. Other clinical fea- pared with those evoked at a more distal
tures include sparing of the rhomboid site and (2) slowing of conduction across
and serratus anterior innervated by more the site of injury. These findings suggest
proximal branches, sensory changes over that the palsies result from a local con-
the lateral aspect of the arm, forearm, and duction block with or without axonal
634 Disorders of the Spinal Cord and Peripheral Nervous System
studies reveal a mildly increased latency have low-set "droopy" shoulders and a
in proportion to a reduced amplitude of long swanlike neck.19° They usually com-
the evoked potentials. Electromyography plain of unilateral symptoms, even in the
shows fibrillation potentials, positive presence of bilateral cervical ribs. Some
sharp waves, and large, polyphasic motor patients develop pain, numbness, and
unit potentials. The presence of myokymic weakness principally over an ulnar distri-
discharges favors the diagnosis of radia- bution immediately after median ster-
tion plexopathies.2'88 notomy for coronary artery bypass graft.
In patients with cancer and brachial Despite a superficial resemblance, ster-
plexus signs, radiation injury may mimic notomy-related brachial plexopathy shows
tumor infiltration. According to a study of predominant damage in the C8 distribu-
100 cases, painless upper trunk lesions tion at the level of the anterior primary
with lymphedema suggest radiation in- rami of the cervical roots rather than the
jury, whereas painful lower trunk lesions lower trunk implicated in thoracic outlet
with Homer's syndrome imply tumor in- syndrome.124
filtration.108 Neoplastic infiltration may Vascular featuress result from upward
cause considerable slowing of conduction displacement of the axillary or subclavian
across the plexus, but not universally. artery by the cervical rib. Stenosis of the
The characteristic features emphasized in compressed artery may cause intermittent
another study for this distinction88 in- embolic phenomena of the brachial artery,
clude absence of pain as the present- with ischemic changes in the fingers. The
ing symptom, no sign of discrete mass hand turns cold and blue, with dimin-
with computed tomography, detection of ished or absent pulsations in the radial
myokymic discharges, and temporal rela- and ulnar arteries. Controversies con-
tionship to therapy, rather than the dis- tinue whether the entity is underdiag-
tribution of weakness or the results of nosed170 or overdiagnosed.212 Erroneous
nerve conduction studies. diagnosis may lead to inappropriate
scalenotomies for the disputed scalenus
anticus syndrome and removal of the first
Cervical Rib and Thoracic rib 5,34,80,126,211 The procedure has lim-
Outlet Syndrome ited indication for most patients with vas-
cular symptoms.76 If such intervention of-
A variety of anomalous structures in the fers a beneficial effect in the management
neck may affect the roots or trunks of the of arm pain, the initially normal elec-
brachial plexus causing a vascular or trophysiolgic studies usually fail to sub-
neurogenic syndrome.126 The cervical rib stantiate the subjective change.113 Some
may rarely compress the neurovascular investigators have reported consistent ab-
structures, especially in women who tend normalities of ulnar nerve studies with
to sag the shoulder girdle. A rudimentary stimulation at Erb's point,47,129,172,200
cervical rib with a fibrous band causes but without convincing data or subse-
symptoms more often than a fully formed quent confirmation.39,45,149,210.214
cervical rib. A compression syndrome may In contrast to the poorly defined condi-
also result from the first thoracic rib tion described above, the classical tho-
pressed upward by distortion of the tho- racic outlet syndrome denotes a rare, but
rax. In one study,152 magnetic resonance more clearly recognizable neurologic en-
imaging showed a bandlike structure tity, usually affecting women with a rudi-
extending from the C7 transverse process mentary cervical rib.77,78 The neural
in 25 of 33 sides in patients with vascu- symptoms include local and referred pain
lar symptoms and in 3 of 18 sides in con- secondary to pressure, paresthesias in the
trol subjects. The once widely publicized hand and forearm along the medial as-
compression by the scalenus anticus pect, and weakness of the intrinsic hand
muscle fell into disrepute because 102
a true muscles. Rare complications include focal
syndrome occurs only very rarely. Pa- hand dystonia on the compression site.165
tients with thoracic outlet syndrome often Prominent atrophy of the abductor polli-
Radiculopathies and Plexopathies 637
cis brevis may superficially suggest a di- lower than upper limbs. Unlike the cervi-
agnosis of carpal tunnel syndrome. Tho- cal roots, the lumbar roots emerge from
racic outlet syndrome, however, gives rise the intervertebral spaces below their re-
to pain and sensory changes in the ulnar- spective vertebrae. In the upper limbs,
innervated fingers. Focal atrophy and motor deficits are a more reliable localiz-
weakness from a cerebral lesion can also ing sign than are sensory impairments.
simulate a thoracic outlet syndrome al- The reverse seems to hold in the lower
though electrophysiologic182,218
studies demon- limbs. Patients with familial predisposi-
strate no abnormalities. tion may develop lumbar disc herniation
Nerve conduction studies in patients at a young age.202 Lumbar radiculopathy
with a clear neurologic deficit show re- may develop following spinal fusion for
duced or absent sensory action potentials scoliosis.87
of the ulnar and medial antebrachial cu- Radiculopathies rarely involve the first
taneous nerves109,124 normal sensory ac- three lumbar roots that supply the skin
tion potential of the median nerve, re- of the anterior thigh. With compression of
duced amplitude of ulnar and median the L4 root, pain radiates from the knee
compound muscle action potential,119 to the medial malleolus along the medial
and an increase in latency of the F wave aspect. With L5 root irritation, pain orig-
of the ulnar nerve on the affected side inates in the buttock and radiates along
when52,116compared with the normal the posterior lateral aspect of the thigh,
side. Cervical root stimulation may lateral aspect of the leg, dorsum of the
help localize the site of conduction ab- foot, and first four toes. A lesion of the SI
normalities.67 Reduced amplitude of the root causes pain to radiate down the back
sensory action potential confirms a post- of the thigh, leg, and lateral aspect of the
ganglionic involvement,78,146,183 whereas foot. Irritation of the S2 through S5 roots
normal conduction velocities help exclude results in pain along the posteromedial
the possibility of more distal entrapment. aspect of the thigh, over the perianal area
Electromyography shows evidence of den- of the buttock, and in the genital region.
ervation in the intrinsic hand muscles, es- In the lower limbs, involvement of a sin-
pecially the abductor pollicis brevis. Pa- gle root does not necessarily cause promi-
tients free of neurologic deficits have none nent weakness or wasting, reflecting mul-
of these abnormalities even when vascu- tiplicity of root supply. In most leg
lar symptoms appear with postural ma- muscles, however, a single root primarily
neuvers.45,105 Some investigators advo- controls certain movements. These in-
cate the use of dermatomal, median, or clude hip flexion by L2, knee extension
ulnar somatosensory evoked potential and thigh adduction by L3, inversion of
studies, but their clinical usefulness is the foot by L4, toe extension by L5, and
limited.26,97 eversion of the foot by S1.155 Lesions of a
single root affect dorsiflexion of the foot to
a lesser extent because of the dual con-
4 LUMBOSACRAL ROOTS trol by the L4 and L5 roots. Similarly,
plantar flexion is subserved by the SI and
S2 roots. A lesion of the L4 root depresses
Injury at the lumbosacral level most com- the knee stretch reflex, whereas an S1
monly occurs at the point where the root root lesion affects the ankle jerk and its
exits through its foramen. Preganglionic electrical counterpart, the H reflex. One
damage, however, can occur anywhere series that tested the extensor digitorum
along the long subarachnoid pathway of brevis reflex for localization of L5 root135le-
the cauda equina within the spinal canal, sions provided disappointing results.
showing frequent anomalies such as con- When radiologic and clinical findings
joined lumbosacral dorsal nerve roots.161 conflict, electrodiagnosis plays a particu-
This anatomic peculiarity makes clinical larly important role in justifying surgical
and electrophysiologic localization of exploration.198 For example, extraforami-
radicular lesions more difficult in the nal compression of the L5 root by him-
638 Disorders of the Spinal Cord and Peripheral Nervous System
bosacral ligaments may cause denerva- physiologic studies should reveal no ab-
tion despite a normal myelogram and normalities in the upper limbs.
other imaging studies.151 Conversely,
asymptomatic subjects may have abnor-
mal magnetic resonance scans of the lum- Cauda Equina Lesion
bar spine, making it imperative to seek a
physiologic and clinical correlation.21 To The lesions responsible for the lateral
supplement electrophysiologic evalua- cauda equina syndrome include herniated
tions of functional deficits, T2-weighted disc, meningioma, neurofibroma,14 and,
and short time to inversion recovery rarely, aneurysm in the sacral canal.176
(STIR) magnetic resonance imaging se- Such a mass lesion in the spinal canal be-
quences can be used to detect denervated low the T12 vertebrae can affect any of the
skeletal muscle, which shows32increased lumbar or sacral roots singly or in com-
signal intensity. In one study, this ab- bination. Some of these tumors may es-
normality corresponded closely with spon- cape detection by casual imaging studies
taneous activities on electromyographic because of their mobility.94 With a later-
examination. ally located lesion at the level of the LI,
L2, and L3 vertebrae, pain typically radi-
ates over the anterior thigh. Involvement
Conus Lesion of the L4 root results in atrophy and weak-
ness of the quadriceps muscle and foot
Tumors known to involve the conus inverters with a diminished knee reflex. A
medullaris, which comprises the S2 to S5 high, laterally located lesion may simul-
segments, include ependymoma,143 der- taneously compress the cord, giving rise
moid cyst, lipoma, arteriovenous malfor- to a hyperactive ankle reflex and other up-
mation,122 and, less frequently, metasta- per motor neuron signs. This rare, con-
sis.24 They typically invade the sacral fusing presentation may lead to an erro-
roots from below, beginning with the S5 neous diagnosis of amyotrophic lateral
root. Thus, the usual presenting features sclerosis.
consist of a dull backache and sensory A lipoma may involve a few cauda fibers,
disturbances in the genital and perianal producing a distension in the region of the
regions, which even a careful examiner conus medullaris with only sexual and
may fail to detect. Impotence and im- voiding dysfunction.73 Midline or diffuse
paired sphincter control soon develop. Bi- involvement of the cauda equina suggests
lateral diminution of the ankle jerk indi- metastasis from prostate cancer, direct
cates upward extension of the tumor to spread of tumors in the pelvic floor, or
the origin of the S1 root. The lesion typi- chrondromas of the sacral bone. Similar
cally spares the knee reflex. Initial uni- clinical features may result from leukemic
lateral weakness soon spreads to the or lymphomatous infiltration or seeding
other limb, leading to relatively symmet- with medulloblastoma, pinealoma, or other
ric involvement. malignant tumors of the nervous system.
Electromyographic abnormalities often Lower motor neuron syndromes may also
92
indicate a bilateral involvement of multi- follow radiation therapy, redundant
ple roots despite asymmetric clinical nerve root syndrome,167,188 spinal arach-
signs. The anal sphincter also shows evi- noiditis,153 or ankylosing spondylitis.12
dence of denervation and loss of tonus. Except for asymmetric distribution and
Nerve conduction studies may reveal re- severe pain, signs and symptoms of a
duced muscle action potentials but nor- cauda equina lesion resemble those of a
mal sensory nerve potentials, as predicted conus medullaris lesion.163 It often causes
from the preganglionic site of involvement. bilateral involvement of the dermatomes
Some ascending spinal fibers undergo de- ordinarily unaffected by a herniated lum-
generation, as evidenced by abnormal so- bar disc. Unlike the compression at the
matosensory evoked potentials recorded intervertebral space, changing positions
over the scalp after intrathecal stimula- of the lower limbs fails to alleviate the dis-
tion of the lumbosacral cord.62 Electro- comfort. Reduced muscle stretch reflexes
Radiculopathies and Plexopathies 639
at both the knee and ankle also tend to appropriate dermatomes, aggravated by
localize the lesion at the cauda equina leg raising or other maneuvers that
rather than the conus medullaris. Elec- stretch the root. Patients may have pure
tromyographic studies show fibrillation sensory or pure motor symptoms. In rare
potentials and large motor unit potentials instances, fiber hypertrophy exceeds at-
in the distribution of several lumbosacral rophy, resulting in unilateral enlargement
roots, including paraspinal muscles12 and of the calf muscles with a chronic S1
72
urethral sphincter. Again, the findings radiculopathy140,169 and of the anterior
mimic those of an intrinsic cord involve- tibial 137muscle with an L4 radicular le-
ment except for an asymmetric distribu- sion. Neurogenic muscle hypertrophy
tion of the abnormalities with spread may also result from a passive stretch
above the sacral myotomes. Unlike in ax- mechanism, a tethered spinal cord,18 and
onal polyneuropathy motor conduction excessive spontaneous muscle activi-
studies tend to show normal amplitude ties.137
and distal latency in lumbosacral radicu- Needle studies help confirm the diag-
lopathy.16 Nonetheless, a substantial nosis and identify the damaged root (Table
side-to-side difference in amplitude of the 24-2, also see Table 1-3 and Fig. 14-9).
compound muscle action potentials favors Denervation of the paraspinal muscles
the diagnosis of cauda equina rather than (see Fig. 14-8C) implies a lesion located
conus medullaris lesions. Simultaneous proximal to the origin of the posterior ra-
recording of somatosensory evoked po- mus. The absence of denervation here,
tentials from the lumbar area and the however, does not necessarily exclude the
scalp permit evaluation of cauda equina possibility of root compression. In addition
lesions based on the relative effectiveness to the diagnostic use, series of studies can
of the peripheral stimulation in eliciting guide the management by substantiating
these two responses.120 clinical progression or improvement." The
course of radiculopathy can be gauged
better by studies of electrical abnormali-
Herniated Lumbar Disc ties than by computed tomography re-
sults.104
Disc protrusion involves the L4 to L5 and Paraspinal studies help differentiate
L5 to S1 interspaces in most cases and in radiculopathy from diseases of the plexus
the L3 to L4 space much less frequently. or peripheral nerve. The multifidus mus-
Lesions at the remaining higher or lower cles are innervated by a single root in con-
levels should suggest diagnostic possibil- trast to the polysegmental innervation of
ities other than uncomplicated herniation. the rest of the paraspinal muscle mass.29
The protruding disc tends to compress the Nonetheless, paraspinal abnormalities
lumbosacral roots slightly above the level usually fall to provide the exact location
of their respective foramina before their of the involved segment.85 Determination
lateral deviation toward the exit. A herni- of the precise level of lesion, therefore, de-
ated disc at the L4 to L5 intervertebral pends on careful exploration of the af-
space, therefore, compresses the L5 root, fected muscles in the lower limbs. Be-
which emerges under the L5 vertebrae. cause of anatomic peculiarities, lesions
Similarly, a disc protrusion between the located much higher than the ordinary
L5 and S1 vertebrae damages the S1 root disc protrusion may compress the L5 or
exiting the interspace below. As men- SI roots within the cauda equina. For ex-
tioned earlier, cervical disc herniation at ample, a tumor of a high lumbar root may
the C6 to C7 space compresses the C7 produce this type of confusing clinical fea-
root, which exits above the C7 vertebra. tures and myelographic abnormalities.
Thus, in both the cervical and lumbar re- The assessment of radiculopathy should
gions, the root most frequently subjected include nerve conduction studies to ex-
to damage carries the same number as clude a neuropathy. Amplitude asymme-
the vertebra below the herniated disc. try of compound nerve and muscle action
Clinical symptoms consist of weakness potentials also assists in detection of mod-
in the affected myotomes and pain in the est nerve damage. Despite the commonly
640 Disorders of the Spinal Cord and Peripheral Nervous System
Sciatic Nerve
Tibial Division jSemitendinosus, Semimembranosus
j Biceps Femoris, long head
Peroneal Division | Biceps Femorisa, short head
held belief that root lesions spare sensory tion43,133,156 or magnetic activation of the
amplitude, L5 radiculopathy often causes root132,197,221 to isolate the proximal
a reduction in superficial peroneal nerve radicular segment (see Chapter 21-4).
sensory action potentials.121 In such These studies help differentiate S1 from L5
cases, structural abnormalities compress involvement. The measures of F-wave la-
the dorsal root ganglion located at the in- tencies, dermatomal somatosensory evoked
traspinal canal, thus causing postgan- potentials (SEPs), or motor evoked poten-
glionic rather than preganglionic damage. tials may reflect delayed conduction, but
H reflex studies reveal abnormalities in an usually not well enough4,54,56,57,105,125
to detect an early
SI radiculopathy, especially with the use or mild radiculopathy. Con-
of more sensitive spinal nerve stimula- duction studies over long distances gener-
Radiculopathies and Plexopathies 641
tribution.133 F waves may or may not have Pascual J, Otenrino A: Plexiform neuroflbroma
a prolonged latency (see Fig. 18-12). In- of the cauda equina presenting as peroneal
muscular atrophy [Short Report]. Muscle Nerve
volvement of the SI root diminishes the 19:250-253, 1996.
amplitude of the H reflex and increases 15. Berger AR, Busis NA, Logigian EL, Wierzbicka
its latency (see Chapter 19-2). M, Shahani BT: Cervical root stimulation in the
diagnosis of radiculopathy. Neurology 37:329-
332, 1987.
16. Berger AR, Sharma K, Lipton RB: Comparison
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Chapter 25
POLYNEUROPATHIES
1. INTRODUCTION
2. NEUROPATHIES ASSOCIATED WITH GENERAL MEDICAL
CONDITIONS
Diabetic Neuropathy
Alcoholic Neuropathy
Uremic Neuropathy
Neuropathies in Malignant Conditions
Neuropathies Associated with Paraproteinemia
Necrotizing Angiopathy
Sarcoid Neuropathy
Sjogren's Syndrome
Other Neuropathies
3. INFLAMMATORY, INFECTIVE, AND AUTOIMMUNE
NEUROPATHIES
Guillain-Barre Syndrome
Miller Fisher Syndrome
Chronic Inflammatory Demyelinating Polyneuropathy
Multifocal Motor Neuropathy with Conduction Block
Acute Motor Axonal Neuropathy in China
Diphtheritic Neuropathy
Leprosy
Acquired Immunodeficiency Syndrome
Other Neuropathies
4. METABOLIC AND TOXIC NEUROPATHIES
Nutritional Neuropathies
Toxic Neuropathies
5. INHERITED NEUROPATHIES
Genetic Classification of Hereditary Motor and Sensory
Neuropathies
Charcot-Marie-Tooth Disease Type 1 (HMSN Type I)
Charcot-Marie-Tooth Disease Type 2 (HMSN Type II)
Charcot-Marie-Tooth Disease X-linked Dominant Type I
Hypertrophic Polyneuropathy of Dejerine-Sotas (HMSN
Type III)
Hereditary Ataxic Neuropathy of Refsum (HMSN Type IV)
Autosomal Dominant Cerebellar Ataxia
Hereditary Neuropathy with Liability to Pressure Palsies
Friedreich's Ataxia
Porphyria
650
Polyneuropathies 651
Cerebral Lipidosis
Hereditary Sensory and Autonomic Neuropathy
Lipoprotein Neuropathies
Giant Axonal Neuropathy
Fabry's Disease
Familial Amyloid Neuropathy
Other Neuropathies
sias, thus the designation autonomic or neuropathy may selectively involve the
painful diabetic neuropathy. Charcot's distribution of the ventral or dorsal rami
joints, perforating ulcers, and other of the spinal nerves, or branches of these
trophic changes of the feet may develop rami, or varying combinations of these
after severe loss of pain. Impotence and distributions.805 Focal, unilateral protru-
postural hypotension result from involve- sion of the abdominal wall on this basis
ment of the autonomic nerves. Parasym- may mimic abdominal hernia.658
pathetic pupillary dysfunction precedes Electrophysiologic studies have revealed
sympathetic pupillary denervation.489 a number of150,218,524
abnormalities in diabetic
Quantitative measures of impaired sudo- neuropathies. Patients with signs
motor function correlate well with the of neuropathy have slower nerve conduc-
severity of polyneuropathy.431,433 Acute tion velocities and smaller amplitudes
painful neuropathy may follow precipitous than those without symptoms,495 show-
weight loss, but severe symptoms subside ing a close correlation between clinical
within 10 months. Histologic studies show findings 330,387
and the degree of conduction
degeneration of both myelinated and un- changes. In juvenile patients, those
myelinated axons.117 Spontaneous axonal with the longest duration of disease have
regeneration abounds even in advanced the highest incidence of abnormalities.239
cases.731 Patients with diabetes have abnormal per-
Mononeuropathies most often involve sistence of sensory evoked potentials dur-
the femoral nerve and lumbosacral plexus ing induced ischemia, which may herald
and, to a lesser extent, the sciatic, com- other electrophysiologic abnormalities.370
mon peroneal, median, ulnar, and cranial The degree of resistance shows a correla-
nerves.7,830 Unilateral femoral neuropa- tion with hemoglobin Ale and therefore
thy commonly develops as a complication metabolic control, but not with the state
in elderly men with poorly controlled dia- of neuropathy.683 Studies of spinal so-
betes. Thigh pain precedes wasting of the matosensory evoked potentials suggest
quadriceps and other proximal muscles of impairment of peripheral as 168,325 well as
the anterior thigh. Unlike the distal symp- central afferent transmission. In-
toms of diffuse polyneuropathy, the prox- creased interpeak latencies of the brain-
imal weakness tends to improve with ad- stem auditory evoked responses also sug-
equate control of the diabetes. This gest the presence of a central neuropathy
condition, although usually distinguished in some cases,203 but not in others.880
as diabetic amyotrophy, probably repre- Conduction abnormalities develop dif-
sents a form of diabetic mononeuropathy fusely along the entire length of the nerve,
rather than a separate entity.31,145 The but more so in distal segments than in
sudden onset of pain may herald involve- proximal segments (see Fig. 18-II).158,444
ment of a major proximal nerve trunk, in- Axon loss alone cannot explain 909 the degree
cluding the lateral cutaneous nerve of the of slowing conduction velocity. Abnor-
calf.258 Patients may have a rapidly evolv- malities predominate at the common sites
ing course or continued progression for of compression, for example, across12,402 the
many months. The rapidly evolving form, carpal tunnel for the median nerve,
considered ischemic in nature, and the showing a delay with no major conduc-
more slowly progressive condition, re- tion block.3 Studies reveal length-depen-
garded as metabolic in 45origin, may over- dent changes involving the tibial and per-
lap, causing confusion. oneal nerves more than the median and
Diabetic thoracic radiculopathy produces ulnar nerves,444 with preferential involve-
a distinct syndrome characterized by ment of the fastest conducting large
radicular involvement, abdominal or chest myelinated fibers.209 Some advocate the
pain, and weight loss; it has a relatively amplitude ratio between sural and radial
good prognosis434 895 and sometimes mim- sensory potential as a sensitive measure
icks a myelopathy. Polyradiculoneuro- of neuropathy.659,723 The disease can af-
pathy and truncal mononeuropathy may fect any part 917
of the body, including the
accompany advanced distal polyneuropa- phrenic nerve. Minimal F-wave latency
thy.813 The episodes of diabetic truncal is the most sensitive.21,158,444 and repro-
654 Disorders of the Spinal Cord and Peripheral Nervous System
mains whether nerve conduction studies thy causing numb 504 chin545 or intestinal
can monitor the adequacy of renal dialy- pseudo-obstruction. Although results
sis.675 are generally disappointing, some patients
with anti-Hu-associated paraneoplastic
sensory neuropathy will respond to early
Neuropathies in aggressive immunotherapy.628
Malignant Conditions Distinguishing between paraneoplastic
and nonparaneoplastic sensory neu-
Malignant processes affect the peripheral ronopathies can tax the clinician. Promi-
nerve directly or indirectly.169,680,811 Lym- nent neuropathic pain, neurologic dys-
phomas and leukemias may invade or464,892 infil- function involving more than the
trate through hematogenous spread, peripheral sensory system, or an in-
whereas nonlymphomatous solid tumors creased cerebrospinal fluid protein should
may cause external compression. Occa- prompt a careful search for a cancer.125
sionally a metastasis may involve the dor- Subacute sensory neuropathy of oat cell
sal root ganglia.403 Neuralgic amyotrophy carcinoma may result in severe sensory
may develop in association with radiation loss secondary to dorsal root ganglioni-
therapy for Hodgkin's disease.533 tis.206 In one case, morphometric studies
Paraneoplastic neuropathies, as an au- at autopsy showed preferential loss of large
toimmune disorder,211 result166,407from the diameter sensory nerve cell bodies, marked
distant effects of lymphoma,
354
bron- loss of large myelinated fibers in the dor-
chogenic carcinoma, pancreatic carci- sal root and sural nerve, and almost total
noma,110 or, less commonly, tumors of the loss of myelinated fibers in the fasciculus
ovary, testes, penis, stomach, or oral cav- gracilis.632 Chronic idiopathic ataxic neu-
ity.611 Approximately one third of patients ropathy185 denotes the same type of pro-
with malignancies develop clinically latent gressive sensory neuropathy seen without
neuropathies.661 Patients with lung can- evidence of cancer.422
cer have a slightly higher incidence. Re- Quantitative sensory testing may un-
mote malignancies usually affect the dor- cover subclinical abnormalities involving
sal root ganglia, but also occasionally the both large and small fibers.510 The con-
anterior horn cells. Pathologic features duction studies reveal only mild slowing of
include (I) neuronal degenerations with sensory or motor fibers or both with sub-
secondary peripheral or central axonal stantial reduction in amplitude of sensory
changes; (2) demyelination reminicent of nerve,681 or muscle action potentials, or
acute or chronic idiopathic polyneuritis511; both. Electromyography typically shows
(3) microvasculitis with active wallerian de- fibrillation potentials and high-amplitude,
generation, causing mononeuritis multi- long-duration motor unit potentials in at-
plex630; (4) perineuritis defined as per- rophic muscles.661 Small, short-duration
ineurial thickening and inflammation794; polyphasic motor unit potentials occasion-
and, possibly, (5) opportunistic neuro- ally seen in wasted proximal muscles prob-
pathic infection. Both cytotoxic T cell-me- ably result from neuropathic abnormalities
diated attack against neurons and humoral of the intramuscular axonal twigs.47
mechanisms play a role in paraneoplastic
subacute sensory neuronopathy.893
Patients have clinical findings of sen- Neuropathies Associated
sory or motor deficits or, more commonly, with Paraproteinemia
mixed involvement. Sensory motor neu-
ropathy represents a group of heteroge- A number of studies have demonstrated
nous conditions with overlapping clinical a clear association between IgM and
and histologic features.27,125 Occasional IgG812 and, to a lesser degree, IgA772 mon-
patients develop a pure motor neuropathy oclonal proteins and peripheral neuropa-
mimicking myasthenic syndrome or poly- thy.311,565 Most affected patients have be-
radiculopathy seen in meningeal carcino- nign monoclonal gammopathy, sometimes
matosis. Systemic cancer may initially with a genetic predisposition.399 Other syn-
cause the symptom of mental neuropa- dromes occasionally encountered include
Polyneuropathies 657
primary systemic amyloidosis, osteosclerotic rapidly lowers the level of monoclonal anti-
myeloma, and, less frequently, osteolytic body, with some recovery of motor func-
multiple myeloma, Waldenstrom's macro- tion.634,760 Some patients also respond to
globulinemia, cryoglobulinemia, gamma high-dose intravenous immunoglobulin
heavy chain disease often associated with therapy159,188,536 and immunosuppressive
hepatitis C infection,29,191 Castleman's dis- treatment.241,615 The characteristic labora-
ease, or angiofollicular lymph node hy- tory findings include IgM and IgG, and less
perplasia with vasculopathy, papilledema, commonly, IgA gammopathy and a high
organomegaly, endocrinopathy, and para- level of cerebrospinal fluid protein. Electro-
proteinemia,202 and the syndrome of poly- physiologic and morphologic studies show
neuropathy, organomegaly, endocrinopa- evidence of demyelination, although axonal
thy, monoclonal gammopathy, and skin loss is a major finding in a few.784
changes (POEMS).575,732,776,847 Table 25-1 This category also includes various
summarizes the main clinical and labora- polyneuropathy syndromes associated
tory features of these entities. In multiple with antibodies either to peripheral nerve
myeloma and macroglobulinemia, neu- myelin or myelin-associated glycoprotein
ropathy may develop as a feature of the (MAG)39,134,501,611,861,889 or to sulfated
underlying disorder or as the result of glucuronyl paragloboside (SGPG).672,862
paraproteins.817'857 Slowly progressive sensory motor neu-
Benign monoclonal gammopathy occurs ropathies of this type often show dispro-
in 10 percent of all patients with idiopathic portionate prolongation of distal motor la-
peripheral neuropathy.207,426 Conversely, tency as evidenced by increased residual
30-70 percent of those with benign mono- latency and decreased terminal latency in-
clonal gammopathy develop chronic sen- dices (see Chapter 5-4),414 showing a
sory motor neuropathy. The clinical fea- higher correlation with anti-MAG than
tures closely mimic those of chronic anti-SGPG titers.842 A combined syn-
inflammatory demyelinating poly-radicu- drome of gait ataxia and polyneuropathy
loneuropathy (CIDP) with progressive sen- seen in some of these patients often im-
sorimotor loss71,93,162,612,771 and occasional proves after intravenous immunoglobulin
tremor.665 The association with a central or other immunosuppresive therapy.670
lesion,499 although uncommon, includes Primary systemic amyloidosis or the
cerebral lymphoma.237 Plasma exchange light-chain type of amyloidosis affects mul-
tiple organ systems with symptoms simi- munologic effect of the monoclonal pro-
lar to those of malignancy or collagen vas- tein on a myelin antigen as a precipitat-
cular disease. Patients with amyloidosis, ing cause.427,546 Intraneural injection of
however, have plasma cell dyscrasias and patient serum into rat sciatic nerve, how-
amyloidogenic immunoglobulins.260,302,844 ever, produces no demyelinative lesion.428
Amyloid accumulates in the flexor reti- Instead, the morphologic features suggest
naculum, causing carpal tunnel syndrome. axonal attenuation or distal axonal degen-
Diffuse peripheral neuropathy develops as eration with secondary demyelination.631
the result of metabolic or ischemic152,425
changes Patients with osteolytic multiple myeloma
or direct infiltration by amyloid. The may have amyloid neuropathy much like
clinical features consist of a painful sen- the type seen in systemic amyloidosis
sory and motor neuropathy, with promi- without multiple myeloma. These cases
nent autonomic dysfunction affecting show, in addition to prominent distal ax-
multiple systems. Axonal degeneration onal loss and carpal tunnel syndrome,
predominates in small myelinated and atypical features such as radiculopathy
unmyelinated fibers,835 usually sparing and mononeuritis multiplex. In this con-
the large myelinated fibers. This accounts dition, a peripheral neuropathy also de-
for the typical dissociated sensory loss velops without amyloidosis in 30-40 per-
with predilection for pain and tempera- cent of cases, based on electrophysiologic
ture sense with relative sparing of vibra- and histologic findings.123,425 Diverse
tory and position sense, that is, the re- clinical and electrophysiologic features re-
verse of the findings in large fiber type semble various subgroups of carcinoma-
diabetic neuropathy. Electrophysiologic tous peripheral neuropathy. Sensorimotor
abnormalities include slight slowing of the types show distal axonal degeneration and
motor nerve conduction velocity with mild mild decrease in nerve conduction veloc-
reduction in amplitude of the compound ity. The patients with primary sensory in-
muscle action potential; absence of the volvement characteristically have a loss of
sensory nerve action potentials with dis- proprioception but few deficits in the mo-
tal stimulation of the ulnar, median, or tor system.424 Those with primary motor
sural nerve; and evidence of superim- abnormalities have features similar to
posed compression of the median nerve at CIDP, with prominent slowing of nerve
the wrist. Electromyography reveals evi- conduction velocities.
dence of denervation diffusely but more Patients with Waldenstrom's macro-
conspicuously in the distal muscles of the globulinemia may develop a primarily de-
leg.429 An in vitro study of sural nerve myelinating sensory motor neuropathy of
compound action potentials has shown a the type commonly associated with benign
selective reduction in C and A delta po- monoclonal gammopathy.613 Occasional
tentials in familial amyloid neuropathy.224 patients, however, have axonal degenera-
This supports the view that amyloid neu- tion and amyloid infiltration, as in oste-
ropathy predominantly causes distal ax- olytic multiple myeloma. Electrophysio-
onal damage first in the sensory and then logic studies typically reveal predominant
in the motor fibers. segmental demyelination and, less fre-
Skeletal osteosclerotic lesions, although quently, evidence of axonal changes as a
seen only in less than 3 percent of major finding.887
myeloma patients as a whole, develop in In cryoglobulinemia,123 two types of
at least 50 percent of those with myeloma neuropathy develop: (1) a mild distal neu-
neuropathy.428 This type of myeloma com- ropathy probably the result of vasa ner-
monly affects younger patients and takes vorum microcirculation occlusion caused
a benign clinical course although the pa- by intravascular deposits of cryoglobulins
tient often develops demyelinating neu- and (2) a severe distal symmetric sensory
ropathy that resembles CIDP.205 Neu- motor 286
neuropathy with necrotizing vas-
ropathy may improve following surgery, culitis. Hepatitis C virus may play a
radiation, and chemotherapy.716 Electro- role in nonsystemic vasculitic mononeu-
physiologic and histologic evidence of ropathy multiplex associated with cryo-
prominent demyelination suggests an im- globulinemia.28,432,747 Electromyography
Polyneuropathies 659
and sural nerve biopsy specimens show tor polyneuropathy.448 In another study
axonal degeneration with a preferential of 23 patients with giant cell arteritis, 11
loss of large diameter fibers, confirming a had generalized neuropathy, 9 had
major role of ischemia in the pathogene- mononeuritis multiplex, and 3 had a
Sis 121,289,602 Treatment consists mainly mononeuropathy.114 Nerve conduction
of plasmapheresis.826 A reversible sensory studies show slow velocity in proportion
autonomic neuropathy seen in cold ag- to reduced amplitude of the compound
glutinin disease may have a similar patho- muscle and sensory potentials in the af-
genesis to those proposed for cryoglobu- fected limbs. A conduction block may re-
linemia.839 sult from subinfarctive nerve ischemia af-
fecting the segment outside the usual
sites of compression mimicking a de-
Necrotizing Angiopathy myelinative neuropathy.301,584,707 Serial
studies, however, usually demonstrate
In necrotizing angiopathy, which is prob- conversion of the electrophysiologic find-
ably related to autoimmune hypersensi- ings to those551most consistent with severe
tivity, patients have systemic 215 or nonsys- axonal loss. Electromyography reveals
temic vasculitic neuropathy. -636 The spontaneous activities in atrophic mus-
inflammatory process, possibly through cles as expected in81,175
acute or subacute ax-
endothelial cell activation,647 involves the onal neuropathy.
small- and medium-sized arteries in mul-
tiple organ systems, including the tho-
racic and abdominal viscera, the joints Sarcoid Neuropathy
and muscles, and the nervous system.
Necrosis of the media gives rise to small Patients with sarcoidosis develop distal
aneurysms and thrombosis of the vessels, sensory motor603polyneuropathy as a rare
with palpable nodules along the affected complication. Typical neuropathies as-
arteries. This type of neuropathy also oc- sociated with this disorder include Gul-
curs in association with known or sus- lain-Barre syndrome, mononeuritis mul-
pected connective tissue disease such as tiplex, lumbosacral plexopathy, and
rheumatoid arthritis, systemic sclerosis, purely sensory neuropathy.938 Histologic
nonvasculitic, steroid-responsive mono- studies reveal granulomata or inflamma-
muliplex,515 and Sjogren's syn-
neuritis352,636 tory changes in the epineural and per-
drome or other multisystem diseases ineural spaces that lead to periangitis,
such as Wegener's granulomatosis400'610 panangitis, and axonal degeneration.625
and cryoglobulinemia with an IgM kappa Electrophysiologic abnormalities include
M protein.829 reduced amplitude of the compound sen-
The clinical symptoms and signs, which sory and muscle action potentials and
may appear either abruptly or insidiously, mild slowing in conduction studies,126-625
consist of malaise, fever, sweating, tachy- and prominent fibrillation potentials and
cardia, and abdominal and joint pain. Ap- positive sharp waves in electromyography.
proximately one half of the patients de- In one case, morphologic studies con-
velop neuronal disturbances such as firmed the electrodiagnostic impression of
diffuse polyneuropathy and mononeuritis an acute axonal and demyelinating neu-
multiplex. Neuropathy presumably re- ropathy.603 Differential diagnosis should
sults from ischemia caused by thrombo- include rare nerve root452
involvement caus-
sis of the nutrient arteries heavily infil- ing polyradiculopathy.
trated with inflammatory cells. The
disease may remit spontaneously despite
a generally poor prognosis, with survival Sjogren's Syndrome
of only a few months to a few years after
the onset of clinical symptoms. In one se- Patients with Sjogren's syndrome develop
ries, 10 of 16 patients had features of dryness of the eyes, mouth, and other mu-
mononeuritis multiplex, and the remain- cous membranes. The disease involves
ing 6 had a distal symmetric sensory mo- various anatomic structures such as
660 Disorders of the Spinal Cord and Peripheral Nervous System
joints, blood, internal organs, skin, mus- Migrant sensory neuritis of Wartenberg
cle, and central and peripheral nervous has a benign relapsing and remitting
systems. Subacute sensory neuropathy course. Movement of the limbs induces a
may develop as a presenting symptom,315 stretch, leading to pain and subsequent
sometimes primarily affecting the distrib- loss of sensation in the distribution of in-
ution of the trigeminal nerve.532 Other dividual cutaneous nerves. Stimulation of
forms include mononeuropathy multiplex, the affected nerves may elicit small or no
distal sensory neuropathy, distal sensory sensory action potentials.549 Patients with
motor neuropathy, and pure sensory neu- polymyalgia rheumatica with muscle
ropathy.419,420,890 Electrophysiologic and aching, tenderness, and weakness may
sural nerve biopsy studies reveal an ax- have not only steroid-responsive myositis92
onal neuropathy in these cases.673 In one but also peripheral neuropathies.728,751
series of 33 cases,567 symmetric sensory Meningococcal septicemia may cause a
motor polyneuropathy occurred most fre- mixed sensory motor neuropathy with
quently, followed by symmetric sensory electrophysiologic findings consistent with
neuropathy. Approximately one fourth of axonal degeneration.704 Critically ill patients
patients had superimosed autonomic neu- may develop a severe motor and sensory
ropathy, mononeuropathy, or cranial neu- polyneuropathy of unknown cause74,937
ropathy. The symptoms, generally mild at and other neuromuscular diseases with
the onset, slowly progress.890 Nerve biopsy prolonged ventilator dependency.799 Some
specimens may reveal evidence of necrotiz- investigators advocate the term critical ill-
ing vasculitis, with axonal degeneration ness neuropathy as a useful clinical con-
more than demyelination. Some of the clin- cept,72 whereas others argue that the
ical and neurophysiologic findings suggest enormous complexity encountered in
the involvement of the spinal ganglion and critical illness weakness makes the impli-
postganglionic sympathetic ganglion cells.469 cation of a neuropathy as the cause of
syndrome untenable.87 Histologic investi-
gations of muscle atrophy in two critically
Other Neuropathies ill patients with generalized weakness re-
vealed marked type I and type II muscle
Sensory-motor neuropathy may accom- fiber atrophy and only minor axonal de-
pany some multisystem atrophy such as generation of sural nerves and intramus-
Shy-Drager syndrome,279 and the syn- cular nerve fibers.916 Limb compression
drome of skin pigmentation, edema, and during unattended coma may also cause
hepato-splenomegaly.823,845 Patients with multiple peripheral nerve injuries. The
hypothyroidism or hyperthyroidism may unique combination of swollen limbs,
have sensory and motor conduction ab- pressure blisters, and myoglobinuria con-
normalities diffusely50,455,676 or localized stitutes the compartment syndromes.764
at the common sites of compression.752 In The neuropathy associated with poly-
systemic lupus erythematosus, patients cythemia vera involves large and small
may have a predominantly motor or sen- myelinated fibers with mild slowing of mo-
sory demyelinating polyneuropathy as the tor and sensory conduction.922 Distal ax-
presenting feature.553,639,640 onal degeneration follows ischemia pro-
The neuropathy associated with the hy- duced by thromboembolic occlusion of a
pereosinophilic syndrome develops at the major proximal limb artery,902 especially
onset of marked eosinophilia.295,430,899 It in patients at risk with uremia, dia-
affects both the sensory and motor fibers betes,699 or peripheral arterial disease.240
with multifocal conduction abnormalities Multiple sclerosis occasionally accompa-
and evidence of severe axonal degenera- nies hypertrophic demyelinating neuropa-
tion.210 The eosinophilia myalgia syn- thy with typical nerve conduction
drome466 develops in some patients tak- changes.679,758 Denervation of the rectal
ing preparations containing L-tryptophan, sphincter characterizes multisystem atro-
causing sensory motor neuropathy char- phy, which resembles primary autonomic
acterized by segmental demyelination and failure with an autonomic neuropathy as
distal axonal degeneration.102,208,266,351 a common feature.691 Burn patients may
Polyneuropathies 661
terizes the typical pattern of abnormalities, features, however, may have a primarily
indicating vulnerability of the most proxi- axonal neuropathy and prominent dener-
mal, possibly radicular portions of the vation first detectable 2-3 weeks after On-
motor fibers, with little changes along the Set 247,559
main 299,439,443,446,559
nerve trunk at the onset of ill- Sequential conduction studies show
ness. As in any neuropa- great variability among different patients
thy, the early changes may also selectively and even from one nerve to another in the
involve the common sites of nerve com- same patient.442 Relatively common pat-
pression98,480,483 and the most terminal terns of conduction failure include a
segment, presumably reflecting the longest length-dependent and uniform reduction
distance from the cell body. Immune-me- of compound muscle action potentials
diated attacks on the axolemma of motor presumably based on a random distribu-
fibers may also give rise to rapidly resolv- tion of lesions.867 Reversible proximal
ing conduction slowing and conduction conduction block often underlies rapid re-
block in the absence of demyelination.481 covery.62 In contrast, reduction in ampli-
Early and severe demyelination with sec- tude of compound muscle action poten-
ondary axonal damage may mimic acute tials with distal stimulation generally
motor axonal variant clinically and electro- suggests axonal degeneration, especially
physiologically because of inexcitability of when accompanied by normal conduction
motor nerves.411,544 velocities.165,181,319,573 Here, functional
Despite the clinical pictures of predom- recovery depends on axonal regeneration,
inantly motor involvement, sensory or which takes considerably longer than
mixed nerve conduction studies520 show remyelination. Very small distally evoked
distinct, albeit milder, abnormalities of potentials, however, may also result
the median and ulnar nerves. Interest- from primary demyelination of terminal
ingly, the disease tends to spare the sural branches.272,332 Thus, this finding does
nerve sensory action potential, often re- not necessarily imply 927a poor prognosis, es-
garded as one of the first affected in other pecially in children. After treatment,
neuropathies.590 Quantitative thermal conduction studies may840or may not revert
threshold measurements may uncover toward normal values. The nerve con-
early abnormalities at small nerve fibers.827 duction velocity often becomes slower
Phrenic nerve conduction time may provide while the patient begins to improve,
a sensitive measure in 312predicting impend- demonstrating again the lack of a strong
ing ventilatory failure. Studies of the correlation between clinical and electro-
blink reflex frequently reveal conduction physiologic assessments.
abnormalities as expected from clinical fa-
cial palsy (see Figs. 17-4 and 17-12 and
Tables 17-1 and 17-2). Although less sen- Miller Fisher Syndrome
sitive than F-wave studies,637 somatosen-
sory evoked potentials to median nerve The Miller Fisher syndrome259 consists of
stimulation may demonstrate a proximal ataxic gait, absence of muscle stretch re-
conduction delay between Erb's point and flexes and ophthalmoplegia. Despite im-
the cervical cord in patients with normal munologic peculiarities of this sub-
sensory conduction distal to Erb's point group,534 as evidenced by its association
during the first few weeks of onset.98,299 with serum antibodies to GQ1b ganglio-
140,141,391,477,478,907
Spontaneous activities include facial or side, It Probably con-
limb myokymic discharges (see Fig. 14- stitutes a cluster within the overlapping
12B), which may appear early, sometimes spectrums of Guillain-Barre syndrome.825
persisting during the course of illness,547 One atypical patient with this syndrome
and, rarely, continuous motor unit dis- had abnormal pupils and normal eye
charges, or neuromyotonia.682 Otherwise, movements;904 another 256patient had a late
electromyography usually shows only a central demyelination. Patients with
reduced interference pattern indicating acute ataxic neuropathy, which resembles
neurapraxia without axonal degeneration. this syndrome, had severe sensory loss,
Occasional patients with typical clinical no motor deficits, and a poor prognosis.821
664 Disorders of the Spinal Cord and Peripheral Nervous System
Antibody against QD1b may play a role in tral demyelination resembles chronic re-
the pathogenesis of sensory ataxic neu- lapsing experimental allergic encephalo-
ropathy.479,578,620 myelitis and neuritis. Chronic motor axonal
Electrophysiologic studies usually show polyneuropathy (CMAN) may constitutes a
characteristics of an axonal neuropathy or variant of CIDP.148,308,411,853
neuronopathy with prominent sensory Other possible features include sub-
nerve changes in the limbs and motor dam- clinical central nervous system involve-
age in the cranial nerves.269 The findings ment,633,642 dropped head syndrome,364
in one series included normal distal motor dysautonomia,380 and pure sensory pres-
nerve conduction velocities, F-wave laten- entation629,773 labeled chronic sensory de-
cies, and blink reflex and abnormal sen- myelinating neuropathy.61 The risk of re-
sory action potentials.743 Serial studies in lapse increases during pregnancy.554
such a case, however, may show a time Familial occurrence may indicate a genetic
course of conduction changes similar to predisposition.274,378 Steroid-responsive
those in Guillain-Barre syndrome.395,852 hereditary sensory neuropathies may im-
Electromyography usually reveals only ply superimposed acquired demyelina-
slight abnormalities in the limbs and ev- tion.67,230 The clinical features in children
idence of facial denervation. Immunoab- may mimic a genetically determined disor-
sorption plasmapheresis, while improving der.781 Compared with adults, children
ophthalmoplegia, may not prevent facial tend to have a more precipitous onset, a
palsy, possibly because it fails to remove higher incidence of gait abnormalities, and
responsible antibodies.142 greater neurologic deficits.774,775
Nerve conduction studies reveal evidence
of diffuse demyelination with characteris-
Chronic Inflammatory tics quite similar to those of Gullain-Barre
Demyelinating Polyneuropathy syndrome, except for chronicity.441 Other
electrophysiologic abnormalities include
Apart from its chronicity following axonal an increase in fiber density283 and macro-
changes, the disease may continue to motor unit potential, and myokymic and
worsen with persistent evidence of ongo- continuous motor unit discharge.475,570
ing demyelination.44,555 This variety, re- The CSF cell count is less than 10/mm3
ferred to as chronic inflcanmatory de- unless the patient is HIV seropositive. Mag-
myelinative polyradiculopathy (CIDP), has netic resonance imaging may show abnor-
progressive or relapsing, usually motor and mal enhancement reflecting inflamma-
sensory, but rarely only motor or sensory, tion.172 Nerve root hypertrophy194,548,581
dysfunction of a peripheral nature involv- may cause lumbar stenosis.305 Nerve
ing more than one limb, developing over at biopsy reveals unequivocal pathologic ev-
least 2 months.20 Other clinical features in- idence of demyelination and remyelina-
clude hyporeflexia or areflexia, usually in- tion by either electron microscopy or
volving all four limbs. The disease may fol- teased fiber studies.
low a progressive course over several years Prednisone causes a small but statisti-
with severe generalized disability,214,684 or cally significant improvement over no treat-
affect only upper limb.310,834 Although rare, ment.228,246 Plasma exchange is a useful
focal neuropathy may precede the onset therapy, especially in cases with features
by several years or asymmetrical polyneu- of demyelination rather than axonal de-
ropathy may show a stepwise progressive generation.267,307,677,891 Additional modes
course.881,886 A chronic demyelinating of therapy include cyclosporin,42,363 im-
neuropathy may accompany a relapsing munoglobulin,227,361,822,870,872,882 and in-
multifocal central nervous system disor- terferon-a2a.309,724
der whose clinical features resemble mul- Successful treatment with plasma ex-
tiple sclerosis.569,593,838 In these cases, change suggests a role for pathogenic hu-
electrophysiologic studies reveal a slowing moral factors.328 Systemic passive trans-
of peripheral conduction velocity as well fer of immunoglobulin is known to cause
as an increased central conduction time. demyelinative disease in monkeys with
The occurrence of both peripheral and cen- substantial reduction of conduction ve-
Polyneuropathies 665
prove but do not return to normal, others These antibodies however, may not have
stabilize, some require long-term therapy, a causal relationship with MMN, as evi-
and still others become refractory to any denced by many patients without raised
from of treatment. Most studies suggest levels.487,652 Surface-bound antibodies di-
better results with cyclophosphamide or rected against a major axoplasmic anti-
human immunoglobulin therapy135,614 gen may be interfering with remyelination
than with prednisone or plasmapheresis. rather than causing demyelination.408,411
In our series,412,413 two patients with In some cases, nerve ischemia may play
MMN had focal conduction block involv- a role in the pathogenesis.619
ing motor but not sensory fibers at the In an extraordinary case,738 a patient
site of nerve swelling (see Fig. 7-16A,B). had received a duck embryo rabies vac-
A nerve biopsy taken adjacent to the en- cine 3 months before the onset of her mo-
largement in one patient revealed sub- tor neuron disorder. She had multifocal
perineurial edema and slight thickening conduction block, elevated levels of anti-
of the perineurium under low-power light GMi IgM antibodies, and deposits of IgM
micrographs.412 The perivascular area at at nodes of Ranvier. Aside from attacking
the center contained scattered large-di- motor neurons guided by the abundant
ameter axons almost devoid of myelin or GMi on the cell surface, anti-GMi anti-
with very thin myelin. These thinly myeli- bodies may cause conduction block in pe-
nated axons usually had small onion ripheral nerves by binding to the nodes of
bulbs. The presence of cytoplasmic Ranvier. An autopsy study in another pa-
processes covered with basement mem- tient showed findings consistent with both
brane suggested their Schwann cell ori- ALS and MMN.883 It is necessary to clar-
gin. A nerve biopsy specimen from an- ify the exact pathogenesis underlying
other patient also revealed a perivascular these findings to properly classify the mo-
area containing scattered demyelinated tor neuron disease and MMN.
axons surrounded by small "onion bulbs."
Morphometric studies with high-power
light micrographs showed a fiber density Acute Motor Axonal
of 6458 fibers/mm2 compared with 7906 Neuropathy in China
fibers/mm2 in the control. Axonal diame-
ter and myelin thickness had a linear Annual summer epidemics of acute onset
relationship in the normal subjects. In flaccid paralysis occur in northern China.
contrast, the patient had numerous large- Based on a historical analysis of more
diameter axons with thinner myelin, al- than 3200 patients, distinctive features
though some normally myelinated large include a high incidence in children and
axons remained. young adults residing in rural areas. Pa-
The underlying pathogenic mechanism tients develop rapidly progressive ascend-
centers on elevated titers of anti-GMi an- ing tetraparesis often with respiratory fail-
tibodies found in a wide variety of neuro- ure without fever, systemic illness, or
muscular conditions,482 but more com- sensory involvement followed usually by a
monly in some lower motor neuron satisfactory recovery.284,317,318,557,918 The
disorders and in MMN.456,669 Antibodies CSF shows no cells with an elevated pro-
may have a predilection for the GMi com- tein content in the second or third week
ponent of motor fibers, which have a622
longer of illness. Electrodiagnostic studies show
carbon chain than sensory fibers. Au- reduced compound muscle action poten-
toantibodies may exert their effect, in part, tial amplitudes, normal motor distal la-
by binding to GM1 on the surface of motor tencies and limb conduction velocities,
neurons.160 Anti-GM1 antibodies may738 or and normal sensory nerve action poten-
may not351,362,411,649 cause motor dys- tials. When elicitable, F waves also fall
function by binding to the nodal and para- within the normal range in latency. Au-
nodal regions. Sera of patients with MMN topsy studies have shown wallerian-like
but not with progressive spinal muscular degeneration of motor fibers. Thus, despite
atrophy induced conduction block in rat its inclusion as a variant of Gullain-Barre
tibial nerves despite a similar elevation of syndrome, this acute motor axonal neu-
anti-GM1 titers in both categories.854 ropathy (AMAN), mostly seen in China but
Polyneuropathies 667
than women, who may have formes muscle fiber hypertrophy predominantly
frustes.346 In contrast to CMT1A, the less of type I fibers,195,734 and others have
common CMT1B has a linkage to chro- neuropathy with optic atrophy.793 In one
mosome lq21-23, showing point muta- family with HMSN, some members had
tions in myelin protein zero (P0).522,779 An- features of myotonic dystrophy, and oth-
other type, CMT1C, has no linkage to ers had only its genetic markers on chro-
either chromosome 1 or chromosome 17. mosome 19.797 A large group of clinically
Genetic linkage analysis has identified unequivocal cases show a bimodal distri-
at least three different forms of the neu- bution of nerve conduction velocities.346
ronal type (CMT2) mapping to chromo- Some kinships have both the neuronal
somes lp,3q and 7p: CMT2A (lp35-36), and hypertrophic types and some investi-
CMT2B (3q 13-22), CMT2C (unknown gators emphasize the existence of an in-
loci), and CMT2D (7pl4).522,733 Other re- termediate variety.80,292,674
ported sites of mutation include chromo- Linkage analyses in autosomal domi-
some lq21-23 (P0).541 A neuronal type nant cerebellar ataxia have demonstrated
with onset in early childhood shows none genetic heterogeneity and subclassifica-
of the regenerative features considered tion:467 spinocerebellar ataxia type 1 to
characteristic of autosomal dominant type 7 (SCA1 to SCA7) with five identified
CMT2.276 Occasional 346
patients have an au- genes all showing expanded and unstable
tosomal recessive, X-linked dominant CAG repeat, SCA1 on 6p22-23, SCA2 on
pattern (CMTX1),674 or a 386recessive (CMTX 12q23-24.1, SCA 3/Machado-Joseph dis-
2 and CMTX 3) pattern. Clinical elec- ease (MJD) on 14q24.3, SCA6 on 19pl3,
trophysiologic and histologic findings also and SCA7 on 3pll-13, and two unidenti-
support primary axonal or demyelinat- fied genes, SCA4 and SCA5 on chromo-
ing neuropathy in the X-linked disorder somes 16 and 11.
(CMTX), which includes X-linked dominant In another disorder called hereditary
CMTXl(Xql3.1) with connexin 32(CX32) neuropathy with liability to pressure palsy
point mutations,69,737,819 and X-linked re- (HNPP) with autosomal dominant inheri-
cessive CMTX2(Xp22.2) and CMTX3(Xq26) tance,496 slight traction or compression
without CX32 point mutations.382 leads to motor and sensory deficits in an
Some families with autosomal dominant otherwise asymptomatic patient. In most
HMSN have calf enlargement caused by families thus far studied, patients have a
Polyneuropathies 673
1.5 megabase (Mb) deletion in a segment then the thigh and the upper limbs, spar-
of chromosome 17p11.2-12 that contains ing the trunk and girdle musculature.
the PMP-22 gene.418,537,607,926 The dupli- Some patients develop diaphragmatic
cation in CMTIA and deletion in HNPP in paralysis with respiratory or cardiac fail-
the same region are probably conse- ure.343 The classic stork leg configuration
quences of unequal crossing-over during develops only rarely in the hypertrophic
germ cell meiosis.127 Both neuropathies type. Bilateral footdrop causes a charac-
result from an imbalance in PMP-22 ex- teristic gait difficulty. The patient has
pression.278 In one series of 51 patients paresthesias, dysethesias, and muscle
with multifocal neuropathies, DNA analy- pain associated with foot deformity. Typ-
sis detected the deletion of 17p11.2 in 24, ical findings include palpable nerves, loss
establishing the diagnosis of HNPP.848 In of vibratory and position senses, reduced
another study, underexpresssion of PMP- cutaneous sensations, and diminished
22 mRNA correlated with disease severity stretch reflexes, first at the ankle and later
and with mean axon diameter.748 Reports diffusely. The disease progresses very
of kinships without the typical 1.5 Mb slowly over many decades, at times show-
deletion suggest genetic heterogeneity.19 ing spontaneous arrest. Muscle atrophy
and weakness may incapacitate the pa-
tient, but not always. Many investigators
Charcot-Marie-Tooth Disease consider Roussey-Levy syndrome with a
Type 1 (HMSN Type I) static tremor of the hands as a variant of
this type.107 Patients may suffer from tem-
The hypertrophic variety of CMT1 affects porary worsening of otherwise stable
both sexes, but men more commonly than symptoms during pregnancy.721 Neuro-
women. Histologic studies reveal enlarge- logic deficits may result from compression
ment of the peripheral nerves, segmental of the spinal cord, vertebral arteries, or
demyelination and remyelination with neural foramina by the hypertrophic nerve
onion bulb formation, and axonal atro- roots.714 Occasionally, a patient with
phy.873 Despite some studies suggesting CMT1 will develop superimposed chronic
a primary neuronal disturbance based on inflammatory demyelinating polyradicu-
axonal atrophy, morphologic and mor- loneuropathy, which may respond to im-
phometric investigations reveal a lack of munosuppressive therapy577 or corticos-
small- and large-diameter myelinated ax- teroids.67 Possible surgical therapies for
ons at an early stage, and a demyelinat- upper limb neuropathy include standard
ing process followed by axonal loss.277 In tendon transfers, nerve compression re-
a kindred displaying a dominant inheri- lease, soft tissue releases, and joint fu-
tance, marriage between two heterozy- sions.96
gotes resulted in two homozygous off- Nerve conduction studies show a marked,
spring. The homozygotes had clinical diffuse, and uniform slowing as a hall-
features of the classic Dejerine-Sottas dis- mark of CMTl.156,347,851 The uncommon
ease. Unusual and sometimes devastating recessive forms have slower conduction
clinical features may result from a rare than the dominant form.347 The motor
chance association of CMTIA with such conduction velocities in affected family
disorders as facioscapulohumeral muscu- members average less than one half those
lar dystrophy,103 myasthenia gravis,138 of normal individuals, varying from 9 to
Noonan syndrome,769 and 112 posterior in- 41 m/s with a mean of 25 m/s.225 The
terosseous nerve syndrome. range of conduction velocities found in af-
The symptoms begin insidiously during fected individuals show no overlap with
the first two decades, sometimes with those of their clinically normal relatives,
subtle clinical signs appearing even in indicating complete penetrance of the
children before 1 year of age. These in- gene from early childhood.606 Slowing of
clude pes planus, distal foot wasting, conduction is completely concordant with
weakness of ankle eversion, and dorsi- the presence of the segmental duplication
flexion and areflexia.248 Atrophy initially in CMTIA.415 The great variation in con-
involves the peroneal musculature and duction velocity emphasizes the influence
674 Disorders of the Spinal Cord and Peripheral Nervous System
ment of symptoms. Some patients with re- cerebellar atrophy, demyelination of the
tinitis pigmentosa and ataxia have a syn- posterior columns, degeneration of ante-
drome that clinically resembles Refsum's rior horn and dorsal root ganglion cells,
disease without detectable biochemical and reduced myelinated fibers in the sural
abnormalities. In these cases, electro- nerve.144
physiologic studies reveal mildly delayed,
low-amplitude sensory action potentials
but 846
no evidence of hypertrophic neuropa- Hereditary Neuropathy with
thy. Liability to Pressure Palsies
Hereditary neuropathy with liability to
Autosomal Dominant pressure palsies (HNPP) is a familial dis-
Cerebellar Ataxia order 496
of autosomal dominant inheri-
tance. Histopathologic changes include
Autosomal dominant cerebellar ataxia focal, sausage-like, or tomaculous thick-
with neuropathy (ADCA) superficially re- ening of the myelin sheaths and noncom-
sembles CMT with distal wasting and pacted "loose" myelin lamellae together
weakness involving the legs more than the with segmental demyelination and re-
arms.740,807 Some patients show muscle myelination.53,526,841 The most prominent
wasting presumably reflecting the loss of feature of the disease is pressure-induced,
motor neurons.1 Most patients have an reversible motor weakness, although sen-
extensor plantar response with normal or sory symptoms may also appear.212 Com-
increased stretch reflexes in the upper pression palsy commonly affects the ulnar,
limbs and at the knee, but467often absent radial, and peroneal nerves, with recovery
ankle jerks. In one series, sensory or occurring slowly over weeks or months. Oc-
sensory motor polyneuropathy was found casional patients may develop acute ante-
in 42 percent of patients with SCA1, 80 rior interosseous neuropathy254 or recur-
percent of SCA2 and 54 percent of SCA3. rent familial brachial plexus palsies 651 or
Further, SCA1 patients with polyneu- other acute painless mononeuropathies
ropathy had a significantly higher CAG re- as the only or predominant clinical mani-
peats than those without polyneuropathy. festation.542,808 Others may have acute re-
Electrophysiologic abnormalities in- current polyneuropathy406,498 or chronic
clude lower than normal mean motor and sensory motor neuropathy as the present-
sensory nerve conduction velocities and ing symptom.255,530 Rare associated fea-
reduced amplitude of sensory nerve ac- tures include17 central nervous system de-
tion potentials.348,561 Median nerve so- myelination, and the756syndrome of moving
matosensory evoked potentials reveal de- toes and myoclonus.
creased amplitude of N13 and N20 with Motor and sensory studies show focal
increased interpeak latencies, implicating conduction abnormalities at usual com-
central and peripheral sensory path- pression sites851 in paretic limbs but also
ways.585 Sural nerve biopsies show fewer in some clinically unaffected nerves.841
myelinated fibers and normal unmyeli- Evaluations of clinically normal nerves re-
nated fibers.561 Peripheral neuropathy veal electrophysiologic abnormalities in
also develops in some patients with in- approximately one half of the patients and
fantile onset458 and late onset243,612 spin- some asymptomatic relatives.179 A patho-
ocerebellar degeneration, sometimes as- logically thick myelin sheath probably
sociated with ceroid lipofuscinosis.915 causes long-lasting conduction block and
A predominantly sensory axonal neu- the slowing of 754
conduction velocities seen
ropathy, seen in olivopontocerebellar at- in some cases, although segmental de-
rophy, affects those patients with gluta- myelination also plays a role.76
mate dehydrogenase deficiency, but not
those with normal enzymatic activities.143
Such a distinction may serve as an elec- Friedreich's Ataxia
trophysiologic marker for differentiating
the subtypes. The postmortem examina- Friedreich's ataxia is an autosomal reces-
tion of one patient revealed olivoponto- sive disorder associated with a GAA tri-
Polyneuropathies 677
nucleotide repeat expansion in the first in- lism.23 These include acute intermittent
tron of the X25 gene on chromosome porphyria, variegate porphyria, and
9q 13-21.1. Patients who develop mild hereditary coproporphyria.46 A partial de-
symptoms without cardiomyopathy later fect in hepatic heme synthesis results in
than the usual onset may have limited overproduction of delta aminolevulinic
GAA expansions.287,290,523 The disease acid and porphobilinogen. The disease
primarily affects the spinocerebellar has a higher incidence in women, auto-
tracts, corticospinal tracts, and posterior somal dominant inheritance, and variable
columns of the spinal cord. In advanced degrees of expression. Clinical features
cases, the degeneration also involves the include abdominal pain, vomiting, pe-
dorsal roots and peripheral nerves. De- ripheral neuropathy, neurogenic bladder,
spite the severe loss of large myelinated seizures, and mental status changes, but
fibers, well-preserved unmyelinated C no skin photosensitivity. Excessive quan-
fibers conduct normally.226,643 The only tities of porphyrin intermediates excreted
consistent clinical findings within 5 years in the urine impart a deep red color with
of presentation consist of limb and trun- formation of polypyrroles from porpho-
cal ataxia and absent stretch reflexes in bilinogen on exposure to light. Patients
the legs.344 All patients eventually develop experience acute attacks either sponta-
dysarthria, signs of pyramidal tract dys- neously or after inadvertent ingestion of
function in the legs, and loss of joint, barbituates, sulfonamides, or certain
position, and vibration sense. Other less other drugs.
frequent clinical features include car- Acute axonal neuropathy affects motor
diomyopathy, kyphosis, scoliosis, pes fibers regularly and sensory fibers in
cavus, distal amyotrophy, optic atrophy, about 50 percent of patients. Weakness
nystagmus, and deafness. On average, pa- progresses rapidly, involving the axial
tients lose the ability to walk by the age muscles more than the distal muscles.
of 25 years and become chair-bound by The sensory loss, although relatively mild,
the age of 44 years.344 Common variabil- may also predominate proximally. Nerve
ities include late onset, preservation of the conduction studies show low-amplitude
lower limb tendon reflex, and slow pro- compound action potentials with normal
gression.174 conduction velocities. Electromyography
Electrophysiologic studies show absent reveals prominent fibrillation potentials
or considerably reduced sensory nerve po- and positive sharp waves in the proximal
tentials558,735 and essentially normal mo- muscles 1-2 weeks after onset.15,78
tor conduction studies except for a mod-
est slowing in some patients.643 Nerve
biopsy reveals a severe loss of large myeli- Cerebral Lipidosis
nated fibers, but no demyelination.113 So-
matosensory evoked potentials may reveal Polyneuropathy accompanies at least two
abnormal peripheral as well as central types of cerebral lipidosis: Krabbe's dis-
conduction.199,663 Transcortical magnetic ease and metachromatic leukodystrophy.
stimulation indicates an abnormal central In both entities, a marked slowing of nerve
motor conduction time, which progres- conduction helps establish the clinical di-
sively worsens as the disease advances.178 agnosis, although confirmation comes
Patients rarely complain of visual impair- from a nerve or cerebral biopsy.282,538
ment, but most have an increased latency Krabbe's disease, an autosomal recessive
or reduced amplitude of the visual evoked disorder, affects the white matter of the
potential.109,512,663 central and peripheral nervous systems. A
galactocerebrosidase (GALS) deficiency
causes accumulation of undegraded psy-
Porphyria chosine, leading to the pathologic hall-
marks of globoid cell leukodystrophy. Iden-
An acute, primarily motor neuropathy tification of a homozygous point mutation
characterizes several forms of porphyria, in the GALS gene confirms the diagno-
a rare hereditary disorder that belongs to sis.741 Histologic studies in Krabbe's
the category of inborn errors of metabo- globoid cell leukodystrophy reveal diffuse
678 Disorders of the Spinal Cord and Peripheral Nervous System
loss of myelin throughout the cerebral limbs equally, with a higher incidence of
white matter and peripheral nerves. chronic ulceration than in type 1.122 Char-
Prominent perivascular cuffs appear, con- acteristic features include progressive
sisting of greatly enlarged cells with the sensory neuropathy, spastic paraplegia,
accumulation of cerebroside. Affected in- and 824a mutilating lower limb acropa-
fants, normal at birth, develop severe neu- thy. '837 Nerve conduction studies show
rologic disturbances within the first few absent sensory action potentials and bor-
months of life. The disease often follows a derline slow motor nerve conduction ve-
fulminant course, with rigidity, head re- locities.
traction, optic atrophy, bulbar paralysis, a Type III is the same as familial dysau-
decorticate posture, and, finally, death be- tonomia or Riley-Day syndrome,700,830
fore the end of the first year. Neuropathy, and type IV is a rare congenital loss of C
usually a late manifestation, is occasion- fibers with complete insensitivity to
ally one of the presenting features.176,505 pain.518 Other entities in this category in-
In metachromatic leukodystrophy,268'
465,920
clude familial sensory autonomic neu-
a deficiency of arylsulfatase leads ropathy with arthropathy in Navajo chil-
to an abnormal breakdown of myelin. dren.401
Metachromatic staining properties result
from cerebroside sulfate, which accumu-
lates in the nervous tissue. Neurologic Lipoprotein Neuropathies
signs include spasticity, ataxia, dementia,
and neuropathy. The disease usually149,337
af- Two types of lipoprotein disorders accom-
fects infants, but rarely children or pany neuropathies. Patients with Bassen-
adults.77 Electrophysiologic studies reveal Kornzweig syndrome, mostly Jewish chil-
substantially slowed nerve conduction as dren, have malabsorption, cerebellar signs,
would be expected in a demyelinative neu- retinitis pigmentosa, acanthocytosis, and
ropathy. Morphometric studies reveal a virtual absense of betalipoprotein in the
marked reduction in sheath thickness, par- serum, or abetalipoproteinemia. Dimin-
ticularly in the large myelinated fibers.41 ished stretch reflexes and the absence of
position and vibratory senses suggest a
peripheral neuropahy. Neurologic signs
Hereditary Sensory and resemble those of Friedreich's ataxia and
Autonomic Neuropathy Refsum syndrome. In one histologic
study, the sural nerve showed a decreased
Hereditary sensory neuropathy consists of number of large fibers with diameters
four distinct entities. Type I has autoso- greater than 7 um, regeneration, and
mal dominant inheritance with degenera- paranodal demyelination.900
tion of the dorsal root ganglias, early loss Electromyographic findings include
of sensory nerve action potential, and signs of chronic denervation in distal limb
preservation of the sympathetic skin re- muscles; myotonic discharges; large-am-
sponses.765 In one family, sural nerve plitude, long-duration motor unit poten-
biopsies showed a marked loss of all tials; and poor recruitment. Sensory nerve
myelinated fibers and a189comparable loss conduction studies reveal reduced ampli-
of unmyelinated fibers. Clinical find- tude with a slight900slowing in distal con-
ings include loss of pain and temperature duction velocity. Motor conduction
sensation, areflexia, and development of studies show normal or slightly reduced
ulcers in the lower limbs with almost com- amplitude with normal conduction veloc-
plete sparing of the upper limbs. The dis- ities.519,571 Other electrophysiologic ab-
ease tends to progress slowly after its on- normalities may include a prolonged la-
set in the second decade of life. Deafness, tency of visual and somatosensory evoked
diarrhea, and ataxia occasionally develop potentials.90 The fiber diameter spectrum
in affected individuals. of the sural nerve indicates a loss in the
Type II has autosomal recessive inheri- 8-12 uam diameter range.
tance with onset in infancy or early child- Patients with Tangier disease have a low
hood. It affects both upper and lower level of high-density lipoprotein and cho-
Polyneuropathies 679
with neuropathy of the upper limbs pri- wasting in patients with spinocerebellar ataxia
marily affects Swiss families with the on- type 1. Muscle Nerve 19:900-902, 1996.
2. Abraham RR, Abraham RM, Wyrni V: Auto-
set later in life. Familial amyloid neu- nomic and electrophysiological studies in pa-
ropathy has also involved kinships of tients with signs or symptoms of diabetic neu-
German,621 Japanese, 24,341,377,788
North- ropathy. Electroencephalogr Clin Neurophysiol
west Ireland, Taiwanese,921 and Eng-
801 63:223-230, 1986.
lish ancestries.445 Transthyretin gene mu- 3. Abu-Shakra SR, Cornblath DR, Avila OL,
Chaudhry V, Freimer M, Glass JD, Reim JW,
tations, found in some of these hereditary Ronnett GV: Conduction block in diabetic neu-
cases,849 have also affected British and ropathy. Muscle Nerve 14:858-862, 1991.
French patients without a family his- 4. Ackil AA, Shahani BT, Young RR, Rubin NE:
tory.66 The most common familial amyloid Late response and sural conduction studies:
Usefulness in patients with chronic renal fail-
polyneuropathy, type I, has a variant ure. Arch Neurol 38:482-485, 1981.
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stitution.70 These include a most frequent Janzer RC, Regli F: Motor conduction block and
methionine-for-valine substitution re- high titers of anti-GM 1 ganglioside antibodies:
ported from Portugal, Italy, Sweden and Pathological evidence of a motor neuropathy in
a patient with lower motor neuron syndrome.
Japan, and alanine-for-value substitution J Neurol Neurosurg Psychiatry 56:982-987,
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leucine-for-valine substitution seen in 6. Afifi AK, Kimura J, Bell WE: Hypothermia-in-
Japanese pedigrees.855 The familial amy- duced reversible polyneuropathy. Electrophys-
iologic evidence for axonopathy. Pediat Neurol
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nine to adenine at nucleotide position 654 betic woman. Eur J Neurol 4:515-516, 1997.
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examination of relapsing acute Guillain-Barre
some 9q32-q34. syndrome. Muscle Nerve 16:173-176, 1993.
9. Al-Shubaili AF, Farah SA, Hussein JM, Tron-
telj JV, Khuraibet AJ: Axonal and demyelinat-
ing neuropathy with reversible proximal con-
Other Neuropathies duction block, an unusual feature of vitamin
B12 deficiency. Muscle Nerve 21:1341-1343,
Other rare inherited systemic disorders 1998.
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710 Disorders of the Spinal Cord and Peripheral Nervous System
1. INTRODUCTION
2. CRANIAL NERVES
Facial Nerve
Trigeminal Nerve
Accessory Nerve
Other Cranial Nerves
3. PHRENIC NERVE AND NERVES IN THE SHOULDER GIRDLE
Phrenic Nerve
Long Throracic Nerve
Suprascapular Nerve
Dorsal Scapular Nerve
Anterior Thoracic Nerve
Axillary Nerve
Musculocutaneous Nerve
Antebrachial Cutaneous Nerves
4. RADIAL NERVE
Proximal and Distal Sites of Compression
Posterior Interosseous Nerve Syndrome
5. MEDIAN NERVE
Pronator Teres Syndrome and Proximal Sites of
Compression
Anterior Interosseous Nerve Syndrome
Carpal Tunnel Syndrome
Digital Nerve Entrapmant
6. ULNAR NERVE
Tardy Ulnar Palsy and Cubital Tunnel Syndrome
Compression at Guyon's Canal
Involvement of the Palmar Branch
7. NERVES OF THE PELVIC GIRDLE
Ilioinguinal Nerve
Genitofemoral Nerve
Lateral, Anterior, and Posterior Femoral Cutaneous Nerves
Femoral Nerve
Saphenous Nerve
Obturator Nerve
Superior and Inferior Gluteal Nerves
Sciatic Nerve
711
712 Disorders of the Spinal Cord and Peripheral Nervous System
ten helps differentiate an entrapment syn- type may suffer from recurrent episodes,
drome from a diffuse neuropathy. This which tend to leave increasing residual
distinction, however, may blur in certain weakness after each attack.12 Hyperosto-
types of polyneuropathy that, in early sis cranialis interna, a rare genetic bone
stages, mimic a localized pathology at the disorder, also causes a recurrent facial
common sites of compression. palsy associated with impairment 308 of the
senses of smell, taste, and vision.
The same principles apply to the elec-
2 CRANIAL NERVES tromyographic examination of facial and
limb muscles. In the face, however, phys-
iologically small motor unit potentials
Isolated cranial nerve palsies may result may mimic fibrillation potentials, and
from lesions of the respective nerves along signs of denervation appear early in less
their extra-axial courses or as the sole than 3 weeks following injury presumably
manifestation of brainstem lesions.511 because of the short nerve length. Serial
Cranial nerves most commonly assessed electrodiagnostic studies help delineate
in an electromyographic laboratory in- the course of the illness (see Fig. 17-3 and
clude the facial and accessory nerves. Tables 17-2 and 17-3). The amplitude of
They both travel superficially, which al- the direct response elicited by stimulation
lows easy access to electrical stimulation of the facial nerve provides the best means
from the surface. They also innervate the for prognosis after the fourth to fifth day
muscles readily approachable by needle of onset. An amplitude greater than one
or disc electrodes for recording. half of the control value on the normal
side indicates a good prognosis, although
late degeneration can still occur. Preser-
Facial Nerve vation or return of RI or R2 of the blink
reflex also serves as a reliable measure in
Bell's palsy affects the facial nerve spo- predicting a satisfactory recovery (see Fig.
radically in an isolated incidence. Although 17-9), providing reasonable assurance
the exact etiology remains unknown, ac- that the remaining axons will survive. The
cumulating evidence suggests that herpes reflex, however, rarely returns during the
simplex virus type I (HSV-1) reactivation first few days after onset. In a series of 56
causes Bell's palsy in some, but not all patients who recovered without distal de-
patients,38'151-313 giving a rational for generation, the RI reappeared by the lat-
antiviral therapy with acyclovir.6 Swelling ter half of the first week in 57 percent, by
and hyperemia in the intraosseous por- the second week in 67 percent, and by the
tion of the facial nerve suggests a focal third week in 89 percent.245 Other signs
pathology during the acute stage. Paraly- for good outcomes include incomplete
sis of the upper and lower portions of the clinical paresis and the presence of vol-
face develops suddenly, often associated untary motor unit potentials in elec-
with pain behind the ear. Additional fea- tromyographic studies.560
tures may include loss of taste in the an- In the absence of substantial nerve de-
terior two thirds of the tongue and hy- generation, the latency of the direct re-
peracusis on the affected side. At least 80 sponse remains unaltered throughout the
percent of patients improve quickly with- course on the affected side. In these pa-
out specific therapy.556 Complete recovery tients the latency of RI of the blink reflex,
follows the demyelinative form, whereas if present, is relatively normal during the
functions return slowly and poorly after first days, is delayed during the latter half
degeneration of the facial nerve. Synkine- of the first week, and plateaus up to the
sis nearly always develops with regenera- fourth week, followed by a notable recov-
tion (see Fig. 17-II).245 Patients may com- ery during the second month and a return
plain of sensory signs in the trigeminal to the normal range during the third to
distribution in an otherwise typical case of fourth months (see Fig. 17-10). These
Bell's palsy. Patients with a rare familial findings suggest that most patients with
714 Disorders of the Spinal Cord and Peripheral Nervous System
Bell's palsy who develop little axonal de- Peripheral facial palsy may herald other
generation suffer from a focal demyelina- symptoms of multiple sclerosis in young
tion of the facial nerve. If the facial nerve adults (see Fig. 17-13B). In these cases,
undergoes substantial degeneration, the blink reflex studies usually show an ab-
ultimate recovery depends on the com- sent or delayed RI, indicating demyelina-
pleteness 88of regeneration. This process tion of the central reflex arc, which in-
generally -247 takes a few months to a few cludes236
the intrapontine portion of the facial
years, resulting almost always in an aber- nerve. -238-239 Myokymic discharges, al-
rant reinnervation, sometimes associated though characteristic of this disorder,
with hyperexcitability. may also appear in other conditions such
Peripheral facial paresis secondary to as pontine glioma183 and subarachnoid
herpes zoster infection carries a less fa- hemorrhage.37 Progressive hemifacial at-
vorable prognosis, although early admin- rophy may develop in scleroderma with or
istration of acyclovir and prednisone may without associated hemiatrophy the
reduce the nerve degeneration.342 Pa- body.50-277-306
tients with Bannwarth's syndrome may Weakness of the orbicularis oculi and
develop unilateral or bilateral facial palsy frontalis usually suggests a peripheral as
as part of multiple mononeuritis associ- opposed to a central type of facial palsy.
ated with erythema, pain, elevated cere- In equivocal cases, an increase in mini-
brospinal fluid protein, and pleocyto- mal RI latency will confirm a peripheral
SjS 558 peripheral facial palsies may also abnormality. Reduced excitability may
accompany a systemic infection such as cause an apparent delay in RI latency
Lyme borreliosis162-186 and human im- during an acute stage of contralateral
munodeficiency syndrome or compli- hemispheric lesions,140especially if elicited
cate537 an inferior dental and, less com- by the glabellar tap. In doubtful cases,
monly, upper dental anesthetic block.31 paired stimuli counter the effects of
Diabetic patients who develop a facial supranuclear hypoexcitability, giving rise
palsy also tend to have a more severe to the shortest RI latency as the accurate
paresis and evidence of substantial den- measure of the conduction time along the
ervation.5 Patients with Guillain-Barre reflex arc. The excitability of polysynaptic
syndrome usually develop prominent fa- R2 may change substantially with a hemi-
cial paresis as a consequence of acute de- spheric lesion, showing either an afferent
myelinative conduction block (see Figs. or efferent pattern (see Chapter 17-6 and
17-12A and 17-14).237 In contrast, the Fig. 17-19).
chronic insidious progression in heredi-
tary Charcot-Marie-Tooth disease type 1
allows compensation for motor function Trigeminal Nerve
despite a marked delay in conduction,
showing minimal weakness. Trigeminal sensory neuropathy charac-
An acoustic neuroma strategically lo- teristically evolves with unilateral or
cated at the cerebellopontine angle may bilateral facial numbness sometimes
compress not only the facial nerve but accompanied by pain, paresthesia, and
also the trigeminal nerve and the pons, disturbed taste. This type of neuropathy
i.e., the efferent, afferent and central arcs may accompany systemic sclerosis or
of the blink reflex.246-248-300-433 Thus, the mixed connective tissue disease.281 Pa-
electrically elicited blink reflex reveals var- tients with trigeminal neuralgia have al-
ious degrees of abnormality in most pa- tered cutaneous sensations in both the af-
tients (see Tables 17-3 and 17-4) show- fected and unaffected adjacent divisions,
ing a363high correlation with the tumor suggesting combined peripheral and cen-
size. Hypoglossal-facial nerve anasto- tral pathology.366 A mandibular fracture
mosis may partially restore function after may result in an 121isolated lesion of the
sacrifice of the facial nerve for removal of mandibular nerve. Demyelinating le-
cerebellopontine angle tumors.401 Sar- sions affecting pontine trigeminal path-
coidosis may also involve the facial nerve ways may cause trigeminal neuralgia in
probably at the cerebellopontine angle.169 patients with multiple sclerosis.155-239 Ex-
Mononeuropathies and Entrapment Syndromes 715
paralysis of this muscle, the patient can- nerve latency to the involved222supraspinatus
not raise the arm up straight. The unop- or infraspinatus muscles. Electromyo-
posed action of the rhomboids and leva- graphic studies show selective denervation
tor scapulae displaces the superior angle in the supraspinatus or infraspinatus or
of the scapula medially and rotates the in- both, sparing other muscles supplied by
ferior angle laterally and externally or C5 and C6 roots.
counterclockwise for the right and clock-
wise for the left scapula as viewed from
the back. The vertebral border of the lower Dorsal Scapular Nerve
scapula projects backward, away from the
thorax. This tendency, called scapular With entrapment or injury of the dorsal
winging, worsens with the outstretched scapular nerve, the scapula tends to wing
arm thrust forward. In contrast, winging on wide abduction of the arm.347 The pa-
of the scapula caused by trapezius weak- tient may complain of pain in C5 and C6
ness exaggerates with abduction of the distribution. The diagnosis depends on
arm laterally. Lesions of the long thoracic electromyographic demonstration of ab-
nerve give rise to isolated electromyo- normalities restricted to the rhomboid
graphic abnormalities in the serratus an- major and minor and levator scapulae.
terior muscle. Conduction studies provide
valuable information in distinguishing
partial from complete degeneration and395in Anterior Thoracic Nerve
assessing the degree of regeneration.
Of the two branches of the anterior tho-
racic nerve, the lateral pectoral nerve may
Suprascapular Nerve sustain a selective injury as reported in a
patient who had compression injury from
Injury may result from ganglionic cysts, a seat belt.314 Weight lifting and con-
pressure on the shoulder,
159 319 478
stab wounds comitant pectoralis minor hypertrophy
above the scapula, ' - improper us- may produce intramuscular 436 entrapment
age of crutches,462 and stretching of the of the medial pectoral nerve.
nerve as may occur138 338
in volleyball players
during serving. - The rupture of the
rotator cuff222 or downward displacement Axillary Nerve
of the upper trunk may also stretch the
nerve anchored at the notch,55 a mecha- The axillary nerve may undergo degenera-
nism in part responsible for Erb's palsy. In- tion as part of brachial plexus neuritis or
jury to this nerve at the supraspinatus as the result of selective injury. A partial
notch results in atrophy of the supraspina- nerve palsy sustained in association with
tus and infraspinatus muscles with weak- fracture or dislocation of the head of the
ness in initiating abduction of the arm and humerus usually recovers fully.294 A lesion
external rotation of the glenohumeral after a blunt trauma to the shoulder has a
joint.295 Isolated weakness and atrophy of less favorable prognosis.32 Other 500
causes in-
the infraspinatus muscle may also result clude the pressure of crutches or hy-
in a lesion at the spinoglenoid notch.338'487 perextension of the shoulder, as might oc-
In either case, the teres minor and deltoid cur in wrestling. A circumscribed area of
innervated by the axillary nerve partially numbness develops in the lateral aspect
compensate external rotation of the arm at of the arm over the belly of the deltoid.
the shoulder. Compressive lesions often in- Atrophy of this muscle, evident with flat-
duce a poorly defined aching pain along the tening of the shoulder, limits abduction of
posterior and lateral aspects of the shoul- the arm after the first 30 degrees sub-
der joint and the adjacent scapula supplied served by the supraspinatus. In contrast,
by the sensory branches. a C5 root lesion weakens all 180 degrees
Stimulation at the supraclavicular fossa with involvement of both muscles. Iso-
may reveal an increased suprascapular lated lesions of the teres minor often es-
Mononeuropathies and Entrapment Syndromes 717
terminal nerve branch at this level.451 Sim- Pathologic studies show that a striking re-
ilarly, the syndrome may appear acutely in duction in myelinated fiber size takes
a patient with hereditary neuropathy with place 510
under the carpal ligament at this
liability to pressure palsies.136 A partial me- point. Interestingly, even in normal
dian nerve lesion at an antecubital level can subjects the slowest nerve conduction oc-
also involve the bundle destined to form the curs 2-4241cm distal to the origin of the lig-
anterior interosseous nerve544 or, even ament. This finding suggests a mild
more selectively, only the branches inner- compression of the median nerve at this
vating the flexor pollicis longus.87 The an- particular level in some clinically asymp-
terior interosseous nerve syndrome may tomatic hands. In fact, a histologic
develop bilaterally as an idiopathic case" study357 revealed focal abnormalities at
or in association with cytomegalovirus in- this site in 5 of 12 median nerves at rou-
fection. 124 tine autopsy despite the absence of any
Ordinary nerve conduction studies of symptoms suggestive of the carpal tunnel
the median nerve reveal no abnormalities. syndrome in life.163
Stimulation of the anterior interosseous Certain anatomical peculiarities may pre-
nerve at the elbow may demonstrate a de- dispose some individuals to the entrapment
layed latency of the compound muscle ac- neuropathy. These include limited longitu-
tion potential recorded from the pronator dinal sliding of the median nerve under the
quadratus.349 Comparison of the median ligament,525 a36smaller cross-sectional area
motor latency to the pronatus quadratus of the tunnel, greater anteroposterior di-
and abductor pollicis brevis may prove ameter of the345wrist,175 obesity,353'540 and
useful.432 Electromyographic explorations small hand. Any expanding lesion in
show the evidence of selective denervation the closed space of the carpal tunnel en-
in the flexor pollicis longus, flexor digito- hances compression. Wrist flexion and ex-
rum profundus I and II, and pronator tension also substantially alter the cross-
quadratus. sectional areas of the carpal tunnel as
Although the current recommendation estimated by magnetic resonance imag-
for the treatment of spontaneous anterior ing477 and the intracarpal tunnel pressure
interosseous nerve paralysis centers on as measured by a catheter.506 A mea-
surgical decompression, some of theses surement of cross-sectional areas of the
lesions may represent a form of neuritis. carpal tunnel by computerized axial to-
In one series, most patients treated by mography, however, paradoxically re-
observation had signs of recovery in 6 vealed a significantly larger area 555
in carpal
months and full recovery within 1 year.333 tunnel patients than in controls. A sta-
tistical analysis based on median and ul-
nar nerve comparisons of motor and sen-
Carpal Tunnel Syndrome sory latencies may provide a useful risk
prediction for the diagnosis of carpal tun-
Of all the entrapment neuropathies, carpal nel syndrome.130
tunnel syndrome is by far the most preva- Carpal tunnel syndrome affects women
lent, showing the lifetime risk of approx- more than men, most commonly in the
imately 10 percent.207 The median nerve fifth or sixth decade491 showing a greater
passes, with nine extrinsic digital flexors, prevalence in older populations.354-355
through the tunnel bound by the carpal Age-related changes of median nerve con-
bones and transverse ligament, which is duction, however, also develop naturally,
attached to the scaphoid, trapezoid, and not necessarily leading to symptoms of com-
hamate. Anatomically the carpal tunnel pression. 199-353 The symptoms352
usually in-
narrows in cross section at 2.0-2.5 cm volve the dominant hand or are con-
distal to the entrance, rigidly bound on tralateral to amputation418 and show a
three sides by bony structures and roofed higher incidence in those who use their
by a thickened transverse carpal liga- hands occupational^43'403 or for arnbula-
ment. An abnormally high intracarpal tion with a cane, crutch, or wheel-
tunnel pressure also peaks at this level299
in chair.518'541 Symptoms may appear during
patients with carpal tunnel syndrome. pregnancy and resolve after delivery. The
Mononeuropathies and Entrapment Syndromes 721
second or third digit. Patients may indeed nel syndrome worsen during ischemia of
complain of a sensory loss outside the me- the arm. The factors that determine the
dian nerve distribution. In one large se- degree of such susceptibility include the
ries, 83 percent of 384 patients had a sen- severity of pain and paresthesia but not
sory disturbance mostly consisting of the extent of muscle wasting or duration
hypesthesia 397often confined to the tip of the of symptoms.149 These findings suggest
third digit. Typically, the sensory rapidly reversible changes in the nerve
changes spare the skin of the thenar em- fibers associated with ischemic attacks.
inence innervated by the palmer cuta- Sharply focal structural changes seen in
neous branch that arises approximately 3 entrapment neuropathy, however, indi-
cm proximal to the carpal tunnel. Occa- cate that mechanical factors must play an
150 371
sional patients, however, also have thenar important role in the pathogenesis. -
475
numbness with the additional entrapment Simpson's original contribution on
of this branch by the fascia of flexor dig- carpal tunnel syndrome, demonstrating
itorum superficialis.468 Examination of focal slowing at the wrist, paved the way
the fourth digit usually reveals character- for clinical conduction studies of this
istic sensory splitting into median and ul- entity. Since then a number of investiga-
nar halves, a pattern rarely seen in tors have published extensive stud-
radiculopathies. 51,164,166,207,219,274,323,396,509
Because of early detection, patients now work yielded a higher sensitivity of sen-
seldomly develop major wasting of thenar sory conduction testing than studies of
muscles, once considered a distinctive the motor axons.52'323>509 In our series,241
feature of the syndrome. Nonetheless, a however, the sensory and motor axons
comparison between the affected hand showed a comparable incidence of abnor-
and the normal side often reveals a slight malities. In addition, we often encoun-
weakness. To test the abductor pollicis tered selective involvement of motor
brevis in relative isolation, the patient fibers, with normal sensory conductions
presses the thumb upward perpendicular or vice versa. Antidromic or orthodromic
to the plane of the palm. For the assess- sensory conduction studies find more ab-
ment of the opponens, the patient presses normalities when tested in all the median
the tip of the thumb against the tip of the nerve innervated digits.461 In one series,302
little finger. The two heads of the flexor digit 3 proved the most sensitive, whereas
pollicis brevis receive mixed median and in other studies digit I259 and digit 4507
ulnar innervation with considerable vari- provided a better yield than the others.
ation. Wrist flexion may delay motor or sensory
Passive flexion or hyperextension of the conduction across the wrist,310-455 but not
affected hand at the wrist for more than to the extent of any diagnostic value.123
1 minute may worsen the symptoms,396 Nerve conduction measures generally
whereas a gentle squeeze of the hand may show a good relationship to the clinical
ease the pain.307 Hyperextension of the symptom severity.561 Electrophysiologic
index finger may exacerbate the symptom procedures have, however, become so
with volar forearm pain.269 Percussion of sensitive that they cannot only confirm
the median nerve at the wrist causes the clinical diagnosis in most patients but
paresthesia of the digits, although it has also detect an incidental finding in some
no localizing value in the carpal tunnel asymptomatic subjects.419 A sensible in-
syndrome.322-494 In fact, electrophysio- terpretation of the test results in the con-
logic data show the focal abnormality text of patients' symptoms and clinical
about 2-3 cm distal to the traditional per- findings avoids unnecessary or premature
cussion site on the volar aspect of the surgical intervention.1
wrist.241 The phenomenon originally de- Diagnostic studies should establish se-
scribed by Tinel513 relates to tapping the lective conduction abnormalities involv-
proximal stump of an injured nerve to ing the wrist-to-palm segment of the
elicit a paresthesia as an indication for ax- median49 52
nerve
97
for sensory or motor
onal regeneration and not for entrapment fibers . ' ' - 109,240,24 1 ,288,384,39 1 ,435,489
neuropathy.484 Symptoms of carpal tun- In our series,241 palmar stimulation elu-
Mononeuropathies and Entrapment Syndromes 723
cidated sensory or motor conduction ab- limits the clinical value of orthodromic in-
normalities in all but 13 (8%) of 172 clin- cremental studies (see Chapter 7-6).
ically affected hands. Without palmar A number of other variations may im-
stimulation, an additional 32 (19%) hands prove the sensitivity of the motor and sen-
would have escaped detection. Recording sory conduction studies. The difference
of the orthodromic sensory action poten- between the right and left sides, although
tial also revealed more abnormalities with useful with unilateral lesions, provides
the addition of palmar stimulation.103,334 limited help in assessing a bilateral com-
Palmar stimulation is a simple means to pression. With palmar stimulation, the si-
differentiate compression by the trans- multaneous recording from the digit and
verse carpal ligament from diseases of the the median nerve trunk at the wrist has
most terminal segment, as might be ex- the advantage of instantaneously assess-
pected in a distal neuropathy. In ad- ing the301 latencies over the two seg-
vanced stages, however, the axons may ments. Recording from two different
degenerate distal to the entrapment. Con- sites, however, precludes an accurate am-
versely, retrograde changes may also oc- plitude comparison between the an-
cur in the forearm as a result of a severe tidromic sensory potential and mixed
compression at the wrist.16,495,519 The nerve potential. Other measures include
loss of fast-conducting fibers also leads to the relative latency change of the median
slowed conduction velocity proximal to the sensory latency to radial, ulnar, or palmar
site of the lesion if recorded from digits.145 cutaneous sensory latency for the same
Mixed nerve conduction study in the fore- nerve length63,69,390,521 and between me-
arm392,495
measures the segment of interest per dian and ulnar motor latencies by lum-
se, although a possible cutaneous brical and interossei or thenar eminence
palmar branch bypassing 190 the carpal liga- recording.407,408,446,517,531
ment confuses the issue. An interesting approach along the same
With serial stimulation from the mid- line takes advantage of simultaneous
palm to the distal forearm in 1 cm incre- stimulation of two nerves, for example,
ments, sensory axons normally show a la- median and ulnar for recording of sensory
tency change of 0.16-0.21 ms/cm (see Fig. potentials from the fourth digit or median
6-7A,B). In about one half of the affected and radial for recording sensory potentials
nerves, there is an abrupt latency increase from the first digit.73,213,384,522 Recording
across a 1 cm segment, most commonly from the fourth digit also allows compar-
2-4 cm distal to the origin of the trans- ison of median and ulnar nerve potentials
verse carpal ligament.241,351,354,355 In elicited by palmar and wrist stimulation.
these hands, the focal latency change The affected median nerve typically shows
across the affected 1 cm segment averages a distally elicited synchronized response
more than four times that of the adjoin- and a proximally evoked temporally dis-
ing distal or proximal 1 cm segments (see persed delayed potential, in sharp con-
Fig. 6-7C,D). In the remaining hands, trast to the nearly identical ulnar re-
conduction delay affected more than one sponses regardless of stimulus sites (see
1 cm segment across the carpal tunnel Chapter 6-2). These studies generally fail
but was usually maximal at the site de- to serve as a useful test in patients with
scribed above. Segmental studies of the polyneuropathy.83
motor axons in short increments are tech- Two motor conduction measures com-
nically more demanding because of the re- pare the terminal latency of the distal seg-
current course of the thenar nerve that ment to the conduction time in the prox-
varies anatomically from one subject to imal segment adjusted to the same
another.214,241,545 Digital stimulation al- distance (see Chapter 5-4). Of these, the
lows simultaneous multichannel record- residual latency increases,260 and the ter-
ings of the orthodromic sensory potential minal latency 244,463,474
index decreases below the
across the carpal tunnel for segmental la- normal range in patients with
tency studies.201,242 The inability to com- carpal tunnel syndrome. Even with com-
pare the amplitudes and waveform of the plete denervation of the thenar muscles,
responses recorded from different sites the first and second lumbricals may main-
724 Disorders of the Spinal Cord and Peripheral Nervous System
between this muscle and the flexor digi- the flexor carpi ulnaris.330,502 Here, the
torum profundus.59 Ulnar neuropathy nerve has the largest diameter,71 may
commonly results from a focal entrapment show palpable swelling in the ulnar
in the retroepicondylar groove or at the groove, and appears hyperemic at surgery.
humeroulnar aponeurotic arcade joining Frequent hand use in the elbow flexed po-
the two heads of the flexor carpi ulnaris.58 sition narrows the cubital tunnel
328
and ex-
In one study of 130 cadavers, the humer- acerbates the symptoms. In one
oulnar arcade lay from 3-20 mm distal to study,357 routine autopsy revealed focal
the medial epicondyle, the intramuscular pathologic changes at the aponeurosis in
course ranged from 18-70 mm through 5 of 12 presumably normal nerves. The
the flexor carpi ulnaris, and the nerve ex- appearance of bilateral ulnar neuropathy
ited the tunnel 28-69 mm distal to the in a large number of patients suggests a
medial epicondyle.58 congenital predisposition to this syn-
Ulnar neuropathy at the elbow results drome.191,328,329 In fact, the asympto-
from widely varying causes.329 These in- matic contralateral nerve may show some
clude repeated trauma at the retrocondy- involvement histologically in some cases
lar groove, pressure from immobilization of idiopathic ulnar neuropathy.356
of the upper limb during surgery,536 en- The earliest clinical features include im-
trapment by the accessory anconeus pairment of sensation over the fifth digit
epitrochlearis muscle,316405
spontaneous in- and the ulnar half of the fourth digit.
traneural hemorrhage, and a gouty to- Weakness and wasting predominate in the
phus.9,533 Originally, tardy ulnar palsy first dorsal interosseous and other ulnar-
implied antecedent traumatic joint defor- innervated intrinsic hand muscles, such
mity or recurrent subluxation. Many clin- as the third and fourth lumbricals, giving
icians, however, now use the term for en- rise to the partial claw hands, and the
trapment of the ulnar nerve at the elbow, third volar interosseous, causing an in-
even without a history of trauma. The ability to adduct the fifth digit, or the
compressive lesion at this site can affect Wartenberg sign. Electromyography fur-
different fascicles, involving the terminal ther defines the site of involvement by
digital nerves and the fibers to the hand demonstrating the distribution of dener-
muscles much more frequently than those vation. Typically, the cubital tunnel syn-
to the forearm muscles.492 Classic clini- drome affects the ulnar half of the flexor
cal symptoms also appear with a more digitorum profundus, which receives the
proximal involvement at Erb's point225,261 nerve supply distal to the aponeurosis,
or at the level of the upper arm after in- sparing the flexor carpi ulnaris supplied
jections into the middle deltoid.157 Ulnar by a proximal branch. This distinction,
nerve palsy at the elbow may also consti- however, does not necessarily hold as
tute part of diffuse neuropathy or develop commonly believed,57reflecting variable in-
concomitantly with lower cervical spine nervation patterns.
disease involving C8 and T1 roots or with Nerve conduction and electromyo-
the thoracic outlet syndrome.347 In one graphic studies help localize the site of
study, ulnar sensory and motor nerve major pathology in these patients.249,417
fibers showed similar conduction changes Some have localized slowing of motor or
across the elbow in motor neuron disease. sensory conduction velocity across the el-
This finding casts doubt on double crush bow compared with the more proximal or
syndrome, which postulates the greater distal segments.475 Tests conducted with
susceptibility of the proximalty affected the elbow flexed rather than extended
axons to a distal entrapment.75 generally yield a more reliable result.257
Some reports emphasize the cubital Test accuracy is improved by maintaining
tunnel syndrome as the most common the identical limb position during record-
discrete entity.129,328,329 In this condition, ing and measuring the surface distance.
nerve entrapment accompanies neither a Waveform changes provide a more sensi-
joint deformity nor a history of major tive measure than the generally accepted
trauma.128 A number of factors give rise criteria for slowing of conduction exceed-
to entrapment of the nerve under the ing 10 m/s.373 The segment distal to the
aponeurosis connecting the two heads of presumed compression may show mild
726 Disorders of the Spinal Cord and Peripheral Nervous System
iti quinti and first dorsal interosseous re- however, may show a prolonged latency
sponses showing asymmetry between the and reduced amplitude compared with the
affected and normal sides.380 Other use- unaffected side. Segmental stimulation of
ful techniques include short383 incremental the motor branch in the palm can estab-
stimulation across the wrist and com- lish precise localization of the lesion along
parison between ulnar and median motor the course of the nerve (see Chapter 6-2).
latency by258,465
lumbrical and interossei Electromyography shows selective abnor-
recording. Eliciting a normal sen- malities of the ulnar-innervated intrinsic
sory potential from the proximally branch- hand muscles except for the abductor dig-
ing dorsal ulnar cutaneous nerve209,235
usually iti minimi. These findings indicate slow-
localizes the lesion at the wrist, al- ing or block of nerve conduction distal to
though a lesion at the elbow could possi- the origin of the hypothenar branch.39,126
bly spare this branch in partial involve-
ment.527 Reduced or absent ulnar sensory
action potentials of the fourth and fifth 7 NERVES OF THE
digits indicate involvement of the superfi- PELVIC GIRDLE
cial branch. The mixed nerve action po-
tential between the wrist and elbow re-
mains normal. Recording from the fourth Although traumatic injury rarely affects
digit provides a sensitive measure of com- the lumbar plexus because of the protec-
parison between median and ulnar nerve tion afforded by the pelvic bones, individ-
sensory amplitude and latency (see Chap- ual nerves derived from the plexus may
ters 6-2 and this chapter, part 5). sustain isolated damage by either chronic
compression or acute injury.
A change in amplitude or, less fre- oneal nerve proximal to the inferior ex-
quently, slowed conduction across the tensor retinaculum.440 Electromyography
fibular head localizes the site of the le- in anterior tarsal tunnel syndrome reveals
sion. To diagnose a focal abnormality evidence of denervation in the extensor
based on conduction velocity, slowing digitorum brevis and other appropriate
must exceed 10 m/s compared with the muscles. Spontaneous discharges in the
remaining distal segment below the knee. intrinsic foot muscles, however, may sim-
A drop in amplitude by more than 20 per- ply reflect chronic nerve damage caused
cent from distal to proximal stimulation by wearing a tight shoe.133 The presence
usually indicates 398
a localized lesion at the of fibrillation potentials compared with in-
compression site. In our experience, in- sertional positive sharp waves provides a
cremental segmental stimulation serves more reliable indicator of true pathol-
as the most sensitive measure by reveal- ogy.156 A fascial band may compress an
ing a nonlinear change in latency, ampli- accessory sensory branch of the superfi-
tude, or waveform at the site of focal le- cial peroneal nerve, which438traverses the
sion. In one series, contrary to common lateral malleolus laterally.
belief, one half of the patients showed ax-
onal loss, one fourth showed conduction
block, and the remaining one fourth had 9 TIBIAL NERVE
a mixed pattern.226 In another study, the
extensor digitorum brevis tended to show
signs of axonal degeneration, and anterior The tibial nerve, because of its deep loca-
lateral compartment muscles had evi- tion, rarely sustains injury in the posterior
dence of conduction block.47 A smaller re- compartment of the thigh or leg. Occasional
sponse elicited by distal compared with compression by the flexor retinaculum as
proximal stimulation suggests the pres- it passes behind the medial 110,174,483
malleolus
ence of an accessory deep peroneal nerve. causes tarsal tunnel syndrome. It
In these cases, a proximal shock at the may result from trauma, tenosynovitis,
knee but not distal stimulus at 275 the ankle venous stasis of the posterior tibial vein,
excites the anomalous fibers, giving or a ganglion arising from the subtalar
rise to the amplitude discrepancy (see joint. In our experience, most, if not all,
Chapter 7-4). Recording from the tibialis patients with idiopathic tarsal tunnel syn-
anterior in lieu of the atrophic extensor drome have an underlying neuropathic
digitorum brevis improves the accuracy of condition such as overt or subclinical di-
conduction assessment across the knee in abetic polyneuropathy. A patient with a
some cases.226,549 Additionally, clinical more proximal lesion such as a tumor of
recovery relates more to the function of the tibial nerve may show signs and symp-
the tibialis anterior and other muscles of toms of the tarsal tunnel syndrome pos-
the anterolateral compartment. Distal sibly20,550
because of venous thrombosis in the
stimulation elicits a small and delayed calf. The clinical features consist of
mixed nerve potential above the head of painful dysesthesia and sensory deficits
the fibula in mild compression and no re- in the toes and sole and weakness of the
sponses in advanced stages. intrinsic foot muscles. Electromyography
The anterior tarsal tunnel syndrome, reveals evidence of denervation in the in-
rare entrapment of the deep peroneal trinsic foot muscles supplied by the tibial
nerve at the ankle, causes pain on the dor- nerve.
sum of the foot, sensory deficits in the In the tarsal tunnel syndrome, nerve
small web area between the first and sec- conduction studies show increased motor
ond toes, and atrophy of the extensor dig- latencies along the medial or lateral plan-
itorum brevis. An incomplete form affects tar nerve with stimulation of the tibial
the motor or sensory fibers selectively af- nerve slightly above the medial malleolus.
ter their division under the inferior ex- Additional stimulation of the nerve
tensor retinaculum.262 Nerve conduction slightly below the malleolus may docu-
studies show increased distal motor la- ment segmental slowing across the com-
tency with stimulation of the deep per- pression site. The calculated conduction
732 Disorders of the Spinal Cord and Peripheral Nervous System
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Part VII
DISORDERS OF
MUSCLE AND THE
NEUROMUSCULAR
JUNCTION
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Chapter 27
MYASTHENIA GRAVIS AND
OTHER DISORDERS OF
NEUROMUSCULAR
TRANSMISSION
1. INTRODUCTION
2. MYASTHENIA GRAVIS
Etiologic Considerations
Clinical Signs and Symptoms
Electrophysiologic Tests
3. LAMBERT-EATON MYASTHENIC SYNDROME
Etiologic Considerations
Clinical Signs and Symptoms
Electrophysiologic Tests
4. MYASTHENIA IN INFANCY
Transcient Neonatal Myasthenia
Other Forms of Infantile Myasthenia
5. BOTULISM
Botulinum Toxin
Clinical Signs and Symptoms
Electrophysiologic Tests
6. OTHER DISORDERS
Tick Paralysis
Effects of Drug or Chemicals
Lower Motor Neuron Disorders
Muscle Diseases
with the hand. This maneuver also facil- to curare, although the finding is common
itates chewing and swallowing at the end to any disorder with defective neuromus-
of a meal despite the weakened muscles cular transmission, such as motor neu-
of mastication. Speech may deteriorate ron disease, ocular myopathy, and an-
with fatigue, showing a flaccid dysarthria. tibiotic toxicity.
Involvement of the respiratory muscles, In previously untreated cases, an intra-
common in advanced cases, poses a ma- venous administration of edrophonium
jor threat to life. Some patients develop (Tensilon) almost uniformly improves the
generalized or focal muscular atrophy.321 strength of involved muscles. The usual
Others show a limb-girdle distribution of clinical diagnostic procedure consists of
weakness, presenting a diagnostic chal- injecting a 2 mg test dose initially, fol-
lenge.119,206 The sensory examination re- lowed by an 8 mg booster dose if the pa-
veals no abnormality. tient shows neither improvement nor ad-
The clinical courses vary, often showing verse reaction. The effect of edrophonium
remissions and exacerbations. Approxi- begins within 1 minute and ceases in 5-10
mately one third of the patients improve minutes. For objective assessment, an in-
spontaneously, some nearly completely, jection of normal saline in a double-blind
requiring no further medication.210 Symp- fashion serves as a control. Some patients,
toms often fluctuate without apparent especially those with ocular myasthenia,
cause, but several circumstances tend to have an equivocal or a false-negative result
exacerbate the symptoms. These include with a brief effect of edrophonium. In these
infection, exposure to heat, emotional cases, administration of the longer acting
stress, thyroid disease, and, perhaps most neostigmine (Prostigmin) may improve the
importantly, overmedication. Some pa- strength more appreciably. Administration
tients develop respiratory failure or pneu- of edrophonium may improve the clinical
monia. Although unpredictable, the dis- signs in some cases of Lambert-Eaton
ease commonly worsens during early myasthenic syndrome, botulism, congeni-
pregnancy, followed by improvement later tal myasthenic syndrome, drug-induced
on. In the mildest form of the disease, myasthenia, Guillain-Barre syndrome, and
weakness is limited to the muscles of the amyotrophic lateral sclerosis.200
eye. This entity, designated as ocular my as- Differential diagnoses comprise all dis-
thenia, usually has a benign course. If signs eases characterized by weakness of ocu-
outside the eye have not appeared within lar, bulbar, or limb muscles.131 These in-
1 year, 90 percent of such patients will have clude muscular dystrophy, motor neuron
no further progression of symptoms.217,229 disease, progressive bulbar palsy, multi-
Semiquantitative assessment is useful ple sclerosis, ophthalmoplegia, pseudo-
in clinical evaluation with serial mea- bulbar palsy, and psychoneurosis. Pa-
surements of sustained upward gaze, grip tients with myasthenia gravis typically
dynamometry, vital capacity, and arm ab- complain of excessive fatigability after ex-
duction. If the patient exercises the limb ercise. In mild cases, symptoms may ap-
with a pneumatic cuff inflated around the pear only after exertion, not uncommonly
upper arm, myasthenic signs worsen in the leading to a mistaken diagnosis of hyste-
rest of the body upon release of the cuff.312 ria. A hot bath may worsen symptoms of
Early workers erroneously interpreted this myasthenia gravis by lowering the margin
phenomenon to indicate the presence of a of safety in neuromuscular transmis-
circulating toxic substance. The spreading sion.30,267 Here, distinction from multiple
weakness probably results from reduction sclerosis may prove difficult, especially if
in serum calcium, which binds with the the patient presents with pseudo inter-
lactate produced during ischemic exer- nuclear ophthalmoplegia.162 Routine mus-
cise.227 Similarly, citrate used for antico- cle biopsy has limited diagnostic value.
agulation during plasmapheresis reduces Type II fiber atrophy, although commonly
serum ionized calcium levels, thus aggra- seen in myasthenia gravis, can also result
vating myasthenic weakness at the end of from disuse or corticosteroid treatment.
exchange sessions.319 Myasthenic mus- Effective therapeutic regimens include
cles have characteristic hypersensitivity thymectomy, steroids, and immunosup-
Myasthenia Gravis and Other Disorders of Neuromuscular Transmission 757
preexercise value 2 to 4 minutes later dur- bers of ACh receptors.61,201 Although mi-
ing posttetanic exhaustion. Again, an ad- croelectrode studies have provided no
ditional 5 s of exercise will partially cor- convincing evidence to support such a
rect the change. Persisting changes may contention in most such cases, immuno-
suggest technical factors rather than de- logic evidence suggests the coexistence of
fective neuromuscular transmission. Thus, the two entities in a few reported patients
brief voluntary exercise helps differentiate (see this chapter, part 3).190 In general,
an abnormal response from a movement Ach release progressively declines with low
artifact (see Fig. 10-4). rates of stimulation and enhances with
Electromyography shows varying ampli- high rates of stimulation (see Chapter 9-5).
tude and configurations of recurring motor These physiologic phenomena result in
unit potentials. Although unpredictable, the clinical and electrophysiologic abnormali-
initial few discharges tend to decrease pro- ties if the margin of safety diminishes in
gressively in size and duration. Fibrillation the presence of defective neuromuscular
potentials and positive sharp waves, if pre- transmission (see Fig. 9-8). In the same pa-
sent, indicate the loss of innervation in se- tient, some muscles may demonstrate an
verely affected muscles. Single-fiber elec- abnormal pattern typical of myasthenia
tromyography (SFEMG) is one of the most gravis, whereas others may show changes
sensitive measures of neuromuscular reminiscent of the myasthenic syndrome.
transmission abnormalities.251,280 Clini- The size of the first compound muscle po-
cally strong muscles that show no decre- tential often dictates the response pattern
ment to repetitive nerve stimulation may to repetitive stimulation. For example, an
show increased jitter.100 An occasional bi- initially subnormal response tends to
modal distribution of response latencies show an increment during a train of rapid
seen in SFEMG using axonal microstim- stimulation even in patients with myas-
ulation implies the presence of dual neu- thenia gravis, whereas a full response has
romuscular junctions in some affected no room to enhance (see Fig. 9-7).
myasthenic muscles.297 In most studies,
the severity of disease correlated better
with the degree of jitter than 143,204
with the an- 3 LAMBERT-EATON
tibody titer to ACh receptor. In one MYASTHENIC SYNDROME
series of 43 patients with mild myasthe-
nia gravis who showed normal repetitive
stimulation tests, SFEMG detected ab- The Lambert-Eaton myasthenic syndrome75
normalities in 79 percent, anti-ACh re- affects men twice as commonly as women,
ceptor antibodies in 71 percent, and Lan- with onset usually after age 40 years, al-
caster red-green tests in 81 percent.137 though rare cases have involved children 4
In another study, these three tests com- and 9 years of age.14,45 A clear association
plemented each other in confirming the with malignancy is key to elucidating the
diagnosis.126 SFEMG studies of the extra- mechanism that leads to a defective release
ocular muscles237 and, to 199
a lesser extent, of Ach. Recent accumulated evidence indi-
of the orbicularis oculi and frontalis cates the presence of autoantibodies that
muscles241 also serve as a good measure block ACh release by interfering with the
for ocular myasthenia. Normal SFEMG in voltage-gated influx of calcium at the nerve
the limb muscles tend to refute future de- terminal.54,150,159,189,209
velopment of generalized myasthenia
gravis in patients with restricted ocular
symptoms.316 Etiologic Considerations
Occasional patients with myasthenia
gravis show the electrophysiologic features More than 50 percent of affected patients
more typically associated with Lambert- have small cell carcinoma of the bronchus,
Eaton myasthenic syndrome. Such cases the most common tumor seen in con-
suggested the existence of an intermedi- junction with this syndrome.283 A careful
ate disorder characterized by defective search reveals a malignant neoplasm in
ACh release as well as diminished num- about 75 percent of men and 25 percent
Myasthenia Gravis and Other Disorders of Neuromuscular Transmission 759
of women, but not necessarily at the time Immunoglobulin G (IgG) obtained from
of initial neuromuscular symptoms. In patients inhibits voltage-gated calcium
one series, a 62 percent risk of an un- flux in tumor cells, showing a good
derlying small cell lung cancer was esti- correlation with 150
physiologic indexes of
mated, which declined sharply after 209 2 clinical severity. IgG autoantibodies
years, becoming very low at 4-5 years. also inhibit calcium channels, diminish-
Thus, the malignancy may escape detec- ing transmitter release at the motor ter-
tion for many months or, occasionally, for minals.109,148,155,232,273 When applied in
many years after the onset of the myas- vitro on a short-term basis, however, the
thenic syndrome. With adequate follow autoantibodies do not consistently repro-
up, however, only 30 percent149 of the pa- duce the physiologic abnormality.141 In
tients remain free of cancer. The tu- pharmacological experiments using anti-
mors include reticulum
41
cell sarcoma,240 42
body from patients, Q-type voltage-gated
rectal carcinoma, renal carcinoma, 289
calcium channels were closely linked to
basal cell carcinoma of the skin, leu- the genesis of the parasympathetic re-
kemia,263 malignant thymoma, 152
and lym- sponse.118,308,314,315 In one series of 36
phoproliferative disorders.10 Systemic dis- patients,159 44 percent had a significant
orders associated with the syndrome level of antibody. Antibody titers against
include39thyrotoxicosis,196 Sjogren's289
syn- voltage-gated calcium channel did not
drome, rheumatoid arthritis, 36
sys- correlate with disease severity across
temic lupus erythematosus, and other individuals, but longitudinal studies
autoimmune disorders.111 showed a clear positive relationship be-
Histometric studies of motor end-plate tween antibody titer and physiologic
ultrastructure90 have revealed overdevel- scores of clinical abnormalities.
opment and increased area of the postsy- The pathogenesis centers on the pres-
naptic membrane (see Fig. 9-2). The nerve ence of autoantibodies to voltage-gated
terminal retains a normal mean synaptic calcium channels and the related struc-
vesicle diameter and mean synaptic vesicle tures demonstrated in the patient's tu-
density. Routine muscle biopsy material mor.54 Findings vary among cases. In one
shows only nonspecific findings with some patient who had a small decremental re-
type II fiber atrophy and mild inflammatory sponse and increased jitter and blocking,
reactions. Microelectrode studies of excised for example, histologic studies showed al-
intercostal muscles revealed a low fre- teration in the number and affinity of
quency of discharge of the miniature end- junctional ACh receptors and prominent
plate 77potential (MEPP) of normal ampli- tubular aggregations in muscle fibers. Two
tude. The initially low mean quantum patients had immunological evidence for
content of the end-plate potential (EPP) in- the coexistence of the Lambert-Eaton syn-
creases with repetitive nerve impulses.147 drome and myasthenia gravis.190 In these
These findings suggest either an abnor- cases, radioimmunoassays detected serum
mality in the calcium-dependent release of antibodies to voltage-gated calcium chan-
ACh from the motor nerve terminals or a nels, the antigenic target in the myasthenic
decreased store of available ACh. Ultra- syndrome, as well as to ACh receptors, the
structural studies show a normal synaptic antigen in myasthenia gravis.
vesicle number per unit nerve terminal,
which tends to discount the possibility of
defective storage. Thus, weakness in the Clinical Signs and Symptoms
myasthenic syndrome must result from
presynaptic abnormalities that lead to a re- In striking contrast to the fatigue phe-
duced number of ACh quanta released per nomena in myasthenia gravis, weakness
volley of nerve impulse. In an experimen- in the myasthenic syndrome peaks after
tal setting, high magnesium or low calcium rest or immediately upon awakening in
ion concentrations block neuromuscular the morning. Strength tends to transiently
transmission. Thus, a similar syndrome improve with brief exercise, although it is
may also occur as an adverse effect of the not sustained during a prolonged effort.
calcium antagonist diltiazem.301 Weakness and fatigability primarily affect
760 Disorders of Muscle and the Neuromuscular Junction
the lower limbs, particularly the pelvic gir- high dosage.203 The neuromuscular defect
dle and thigh muscles.209 Thus, patients also improves partially after the adminis-
have difficulty in climbing stairs and, to tration of calcium, 4-aminopyridine, 3,4-
a lesser degree, arising from a chair. The diaminopyridine (DAP), aminophylline, or
abnormality also involves the shoulders caffeine, which increase the cyclic adeno-
and upper limbs, usually but not always sine monophosphate essential in calcium
sparing the neck, bulbar, and extraocular mobilization in cells.254 Treatment with 3,4-
musculature.132 This distribution of weak- DAP blocks voltage-sensitive potassium
ness stands in sharp contrast to the typ- channels, prolonging the action potential
ical patterns seen in myasthenia gravis duration, which in turn increases calcium
with conspicuous bulbar symptoms such influx and enhances transmitter release.
as ptosis, diplopia, dysphagia, and dys- Compound muscle action potentials aug-
arthria. In the presence of ptosis, patients mented after voluntary contraction, how-
may have paradoxical improvement in lid ever, decay faster after treatment with 3,
elevation with sustained upgaze,34 which 4-DAP, indicating that the rate of cal-
is opposite the expected exacerbation of cium (Ca2+) efflux also accelerates.164 Ad-
ptosis after exercise in myasthenia gravis. verse side effects severely limit the use 185 of
Some patients may remain asymptomatic 4-aminopyridine and related drugs.
until challenged by the administration of Plasma exchange and immunosuppressive
neuromuscular blocking agents, which drugs may temporarily alleviate the symp-
may uncover the deficit by prolonged re- toms.191 Muscle strength may increase with
covery.163 Others may develop rapid res- simultaneous electrophysiologic improve-
piratory failure as the first manifestation ment after long-term therapy with pred-
of disease.18,28,194 Patients often com- nisone,281 azathioprine,250 or15,29,182,235,290
high-dose in-
plain of dryness of the mouth and, less travenous immunoglobulin.
frequently, impotence, paresthesias, and
dysautonomia. These symptoms suggest
that the defect of ACh release, not Electrophysiologic Tests
restricted to skeletal muscle, may affect
the autonomic nervous system predomi- As the electrical hallmark of the syn-
nantly51,116,140,216,242
causing parasympathetic dysfunc- drome, nerve stimulation typically elicits
tion. Peripheral neuropa- very small compound muscle action po-
thy and subacute cerebellar degeneration tentials (see Figs. 9-8 and 10-10) and, in
may develop probably as manifestations striking contrast, entirely normal sensory
of a paraneoplastic syndrome. responses.209 Paired stimulation with in-
Neurologic evaluation reveals marked terstimulus intervals of 5-10 ms causes
weakness of the proximal muscles in the the second response to increase rather
lower limbs, which appreciably improves than decrease as expected in normal
after exercise. With each successive effort, muscles. Repetitive stimulation at low
the resistance needed to overcome the pa- rates further diminishes muscle action
tient's strength increases, giving the ex- potentials similar to the decrement seen
aminer a sensation similar to drawing up in myasthenia gravis. Stimulation at high
water from a well with a hand pump.37 rates causes substantial increments,
Reduced muscle stretch reflexes may im- usually exceeding 50-200 percent of the
prove after brief exercise. Some patients baseline value in amplitude and area (see
have signs of polyneuropathy. The edro- Figs. 10-6 and 10-7).29 Brief voluntary
phonium (Tensilon) test is ordinarily neg- contractions for up to 10 s, facilitate the
ative equivocal, but a small dose of d- subsequent responses elicited by nerve
tubocurarine and decamethonium causes stimulation. A slower rate of stimulation
a depolarizing block at the neuromuscu- also facilitates the response if combined
lar junction. with voluntary contraction.161 Posttetanic
Guanidine partially corrects defective facilitation, which decays exponentially
calcium-dependent ACh release and re- within 20 s, lasts longer after cooling, re-
sults in dramatic improvement in strength, flecting the reduced rate of removal166of cal-
although hematologic and renal complica- cium ions from the nerve terminal. This
tions usually preclude a long-term use in prolongation of postexercise augmentation
Myasthenia Gravis and Other Disorders of Neuromuscular Transmission 761
underlies the patient's symptomatic im- results from transplacental transfer of anti-
provement in cold weather. During postte- ACh receptor antibodies208 or transient
tanic exhaustion, which peaks in 2-4 min- synthesis of receptor antibodies.154 The
utes, the muscle potential falls below the onset of clinical weakness on the second
resting level (see Figs. 10-12 and 10-13). or third day coincides with the release of
Electrophysiologic abnormalities may show antibodies from hemoglobins to which
various patterns, 198,205
reflecting different de- they are combined at birth.136 A similar
grees of blocking and availability of clinical syndrome develops in mice fol-
releasable ACh from the terminal axon.112 lowing injection of the IgG serum fraction
Nerve stimulation may reveal marked from patients with myasthenia gravis.294
abnormalities even in patients with mild Clinical features during the first few days
clinical symptoms. Clinical remission af- after birth consist of diffuse hypotonia with
ter therapy usually accompanies a paral- difficulty in breathing and sucking, al-
lel improvement in serial electrophysio- though some infants have selective weak-
logic studies.123 Interestingly, patients with ness of the diaphragm.117 The neonates
a mild myasthenic syndrome complain of usually respond to anticholinesterase med-
little motor dysfunction because post- ication. Symptoms generally disappear
tetanic facilitation during voluntary con- when the infant's own immune system be-
traction produces nearly normal strength. comes developed in a few weeks,187 but
Rested muscles, however, have an un- they may occasionally persist beyond 2
equivocal defect of neuromuscular trans- months.32 Electrophysiologic studies show
mission. Nearly all muscles show a mild characteristic abnormalities in distal mus-
decrement at low rates and a prominent cles68as late as 30 days after clinical recov-
increment at high rates of stimulation al- ery. An elevated antibody titer against
though abductor digiti minimi, abductor ACh receptors returns to136the normal range
pollicis brevis, and anconeus serve best to over a 3 month period.
detect the characteristic electrophysio-
logic findings.165 In contrast to this unifor-
mity in myasthenic syndrome, patients Other Forms of
with myasthenia gravis have variable elec- Infantile Myasthenia
trical abnormalities usually confined to
clinically symptomatic muscles. In one re- In the absence of maternal passive trans-
ported case, electrophysiologic studies re- fer, infantile myasthenia gravis may result
vealed a unique combination of marked de- from acquired autoimmune pathogenesis
pression to single-nerve stimulation and or nonautoimmune hereditary diseases.
facilitation at all rates from 1-200/s.145 The term congenital myasthenia gravis or
This case may represent a separate entity familial infantile myasthenia implies the
or a variation of the myasthenic syndrome. absence of anti-ACh receptor antibodies in
Needle studies show varying configura- the serum.307 These patients usually have
tions of repetitive motor unit potentials with a family history of similar disease but oth-
an incrementing tendency (see Chapter erwise are clinically not readily distin-
14-5). As expected, increased jitter and guishable from the autoimmune type.262
blocking in single-fiber studies improve The congenital type accounts for about 1
with high rates258of stimulation and worsen percent of all cases of myasthenia gravis.
following rest. Treatment with 3,4-di- Although the disease begins in infancy, it
aminopyridine may correct this feature.247 continues into childhood and adulthood,
unlike transient neonatal myasthenia. In
many cases, the family history reveals af-
4 MYASTHENIA IN INFANCY fected siblings, although the mother has
no disease. Initially mild symptoms slowly
progress despite therapy. The infants may
Transient Neonatal Myasthenia have respiratory depression at birth and
episodic weakness and apnea during the
Approximately 15 percent of infants born first2962 years.57,95 They may239 or may
to myasthenic mothers have neonatal mya- not improve with anticholinesterase
sthenia gravis. This condition presumably medication. This entity encompasses a va-
762 Disorders of Muscle and the Neuromuscular Junction
normal quantal content of the EPP, but ab- flux of calcium into the nerve terminals.
normally large miniature endplate currents Ultrastructural study of the motor end-
and short decay time constant, considered plate revealed the postsynaptic regions
characteristic of the high-conductance, fast denuded of their nerve terminals.299
channel syndrome.87 Electromyography
showed no decrement in limb muscles, but
single-fiber examination of the facial mus- Clinical Signs and Symptoms
cles uncovered findings consistent with a
neuromuscular transmission defect. Botulism should be considered first when
several members of a family develop simi-
lar symptoms after sharing the same meal.
5 BOTULISM Isolated cases pose a greater diagnostic
challenge. The mouse toxin neutralization
test and culture of the suspected food con-
Botulinum Toxin firm the diagnosis. Ingestion of a large
amount of toxin may rapidly result in fatal
The exotoxin of Clostridwm botidinum has cardiac or respiratory failure. Some cases
a generalized effect on the neuromuscular of the sudden infant death syndrome may
junction involving both striated and be the result of botulism, now recognized
smooth muscles. Of the six immunologic with increasing frequency in this age
types of Bacillus botulinus,53 types A, B, group.128,230 In less severe cases, mild
and E account for most human cases. The symptoms abate, and complete recovery
most common infantile form develops after usually ensues. Botulism in infants may
the consumption of food containing spores relapse after apparent resolution of clini-
that germinate in the gut, producing toxin. cal symptoms.101
In adults, poisoning by this heat-sensitive Symptoms appear within 1 to 2 days af-
toxin usually follows the ingestion of the ter consumption of contaminated food
preformed toxin in contaminated raw or in- and in 1-2 weeks after wound inoculation,
adequately cooked or canned vegetables, which requires time for elaboration of the
meat, or fish.115,178,293 An infected 233
wound toxin. Gastrointestinal dysfunctions such
may occasionally harbor the toxins. Bui- as diarrhea, nausea, and vomiting pre-
bar weakness with visual symptoms in pa- cede the onset of cranial weakness, ini-
tients with subcutaneous heroin abuse tially characterized by external ophthal-
strongly suggest the possibility of wound moplegia and ptosis. Patients may also
botulism.171 Types A and B usually origi- have failure of convergence, fixed and di-
nate in contaminated canned vegetables lated pupils, dysarthria, dysphagia, or dif-
and type E in fish products. Types A or E ficulty in mastication.48 The involvement
have higher mortality rates than type B.175 of the intestines and bladder causes con-
The incidence of botulism increases at stipation and urinary retention.
high altitudes, probably because water The disease affects the muscles of the
boils at lower temperatures.47,49 Botulism limbs and later of the trunk. By then, ex-
bears a great resemblance to the myas- amination reveals a flaccid and areflexic
thenic syndrome, with marked impair- patient with widespread paralysis. Exer-
ment of ACh release from the nerve termi- cise causes fatigue but not as prominently
nal.133 In vitro studies of MEPPs show as in myasthenia gravis. Unlike the weak-
extremely low rates of discharge but nor- ness seen in the myasthenic syndrome,
mal or only slightly reduced amplitudes. A muscle strength does not improve with re-
small quantum content per volley of nerve peated efforts. Identification of the toxin in
impulse results in a markedly decreased the patient's serum confirms the diagnosis.
EPP. In vitro microelectrode study in a 6- Its early recognition by electrodiagnosis can
week-old infant revealed severe reduction lead to immediate therapy with antitoxin,
of the EPP quantal content and a marked which increases the rate of survival.264 Oth-
variability in their latencies.170,171 This erwise, patients should receive supportive
combination indicates a severe presynap- therapy.231 Administration of guanidine134
tic failure of transmission resulting from or 3,4-diaminopyridine65 fails to enhance
impaired vesicle release following the in- recovery from botulism.
Myasthenia Gravis and Other Disorders of Neuromuscular Transmission 765
tent weakness and the presence of fibril- doses, as reported in children with car-
lation potentials in some cases after the bamazepine intoxication.324
removal of the tick suggest 71 a structural The use of penicillamine may herald the
lesion of distal motor axons. clinical onset 12,70,94
of myasthenia in rheuma-
The toxin probably prevents depolariza- toid arthritis, 7 and less commonly in
tion in the terminal axons by altering the Wilson's disease. The clinical and elec-
ionic conductance that mediates action trophysiologic characteristics, although
potentials in the nerve. Like other potent indistinguishable from those of idiopathic
biotoxins such as tetradotoxin and saxo- myasthenia gravis, improve after discon-
toxin, tick toxin blocks the inward flux of tinuation of the drug.3 The degree of jit-
sodium ions at sensory and motor nerve ter is positively correlated with the dura-
terminals and at internodes. Tick toxin tion of administration but not the dosage
may also interfere 50
with release of ACh at of penicillamine.l This disorder and idio-
the nerve terminal,183 but not with its syn- pathic autoimmune myasthenia gravis
thesis or storage. Intracellular studies probably share the same pathophysiology
of hamsters paralyzed by tick toxin, how- that underlies the presence of ACh re-
ever, have shown normal size and fre- ceptor antibody and resultant quantita-
quency of MEPPs and normal quantal tive reduction in available junctional Ach
content of EPPs.174 receptors.144 These data suggest that
penicillamine produces myasthenia gravis
by initiating a new autoimmune response
Effects of Drug or Chemicals rather than by enhancing ongoing au-
toimmunity.
The administration of some drugs, notably Exposure to an organophosphate insecti-
kanamycin and neomycin and all other cide causes flaccid paralysis. Electrophysi-
polypeptide aminoglycoside antibiotics, ologic studies demonstrate repetitive com-
may cause abnormalities of neuromuscu- pound muscle action potentials in response
lar transmission.9,1l,138,139 At low rates of to a single stimulus of the nerve.25,243,303
repetitive nerve stimulation, the muscle Other findings include a decrement-incre-
action potentials show a decremental re- ment response at higher rates of stimula-
sponse, although facilitation after exercise tion, a tendency accentuated by adminis-
typically exceeds that seen in myasthenia tration of edrophonium (Tensilon) (see Fig.
gravis. In rats, small-amplitude MEPPs 10-9), and normal nerve conduction stud-
and an abnormally low mean quantum ies during acute stages.172,260,310 Intra-
content of EPPs suggest 64combined pre- venous pancuronium partially abolishes
and postsynaptic effects. Another type the decrement-increment phenomenon to
of abnormality produced experimentally repetitive stimulation, probably by block-
with67hemicholinium impairs ACh synthe- ing ACh receptors located on the terminal
sis. Myasthenia-like weakness may also axon.24'26
develop during procainamide therapy.192 Organophosphate poisoning can also pro-
Extended use of nondepolarizing neuro- duce a subacute postsynaptic neuromus-
muscular blocking agents such as ve- cular syndrome without marked symptoms
curonium, pancuronium, and atracurium of acute toxicity.107 In vitro microelectrode
can produce prolonged neuromuscular studies in rats showed no reduction in the
paralysis, imitating a myasthenia syn- amplitude of MEPPs or in the quantal con-
drome.17,259 Hypermagnesemia may pre- tent of EPPs, although their half-decay
sent as a spectrum of symptoms and times were significantly prolonged. Trains
signs, including neuromuscular junction of stimuli induced sustained end-plate de-
defect and quadriparesis.43 Repetitive polarization via a staircase phenomenon
stimulation studies suggest a presynaptic of summation of prolonged EPPs, a phe-
defect. Numerous drugs affect neuromus- nomenon enhanced by edrophonium and
cular transmission, producing only sub- abolished by d-tubocurarine. These re-
clinical effects because of a high mar- sults indicate that sustained end-plate
gin of safety. These effects may become depolarization can directly account for
clinically evident in cases of drug over- the decrement and weakness in acute
Myasthenia Gravis and Other Disorders of Neuromuscular Transmission 767
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Chapter 28
MYOPATHIES
1. INTRODUCTION
2. MUSCULAR DYSTROPHY
Duchenne Muscular Dystrophy
Becker-Type Muscular Dystrophy
Facioscapulohumeral Dystrophy
Limb-Girdle Dystrophy
Other Dystrophies
3. CONGENITAL MYOPATHY
Central Core Disease
Nemaline Myopathy
Myotubular or Centronuclear Myopathy
Congenital Fiber Type Disproportion
Other Congenital Myopathies
4. METABOLIC MYOPATHY
Acid Maltase Deficiency (Type II Glycogenosis)
Debrancher Deficiency (Type III Glycogenosis)
Muscle Phosphorylase Deficiency (Type V Glycogenosis)
Muscle Phosphofructokinase Deficiency (Type VII
Glycogenosis)
Disorders of Lipid Metabolism
Mitochondrial Disease
Malignant Hyperthermia or Hyperpyrexia
Toxic Myopathies
5. ENDOCRINE MYOPATHY
Thyroid Myopathy
Parathyroid Disease
Adrenal and Pituitary Disease
6. MYOSITIS
Dermatomyositis
Polymyositis
Inclusion Body Myositis
Other Myositic Diseases
7. OTHER MYOPATHIES
Critical Illness Myopathy
Myopathies Associated with General Medical Conditions
778
Myopathies 779
fancy. Most types result from a primary of alpha-actinin. The protein, located un-
myogenic lesion in the form of muscle der the muscle membrane, plays an es-
fiber degeneration. A currently accepted sential role in maintaining membrane in-
classification based on the mode of in- tegrity during contraction.
heritance and distribution of muscle de- Dystrophin acts as a functional link
generation has four main categories of between cytoskeletal proteins and the
muscular dystrophy, which include most extracellular matrix, via transmembrane
patients: Duchenne, Becker, facioscapu- dystrophin-associated glycoproteins (DAG).
lohumeral, and limb-girdle. Of these, Components of DAG identified to date are:
Duchenne and Becker dystrophies collec- dystroglycans, sarcoglycans, sarcospan,
tively belong to the newly proposed entity syntrophins and dystrobrevins. Defects in
termed dystrophinopathy. Other cate- these components associated with limb-
gories include oculopharyngeal dystro- girdle muscular dystrophies include334,386
mu-
phy, hereditary distal myopathies, mus- tations in the genes for sacroglycan.
cular dystrophy of the Emery-Dreifuss Another rare type of Duchenne-like mus-
type, and myotonic dystrophy. Differential cular dystrophy has an autosomal recessive
diagnosis depends on the clinical fea- mode of inheritance and thus is named se-
tures, genetic mode of inheritance, elec- vere childhood385autosomal recessive muscu-
trophysiologic patterns, and histologic lar dystrophy. This entity results from a
characteristics. defect of any one of four genes encoding for
The discovery of the protein product the sarcoglycan complex, which forms one
named dystrophin has transformed clinical component of the dystrophin-glycoprotein
concepts.316,426 Dystrophin is associated complex. Pathogenic mutations in each
with a large oligomeric complex of sar- gene determine a group of11disorders now
colemmal glycoproteins, including dystro- called sarcoglycanopathies.
glycan, which provides a linkage to the329ex-
tracellular matrix component laminin. A
myopathy results from mutation at Xp21, Duchenne Muscular Dystrophy
a specific locus on the short arm of the X
chromosome. Any mutation at the same Duchenne muscular dystrophy also known
locus should affect the dystrophin, caus- as the pseudohypertrophic variety of dys-
ing a variant of dystrophinopathy. Con- trophy,155has X-linked recessive inheri-
versely, any myopathy caused by a mu- tance. All mothers of affected sons
tation at another location should affect carry the affected gene. These phenotypi-
some other gene product. Carriers with cally normal females transmit the disease
myopathy and a normal karyotype may to 50 percent of their sons. In Klinefelter
have a dystrophin deficiency as evidenced syndrome, with the karyotype 47,XXY, the
by immunohistochemical studies showing presence of the two active X chromosomes
a mosaic345of fibers with and without dys- accounts for the milder symptoms seen in
trophin. The proportion of dystrophin- an affected child.437 This most common
deficient fibers, however, does not corre- muscular dystrophy has an incidence of
late directly with the degree of 447clinical approximately 1 in 3500 male births. Fe-
weakness in manifesting carriers. male carriers, although generally unaf-
The dystrophin gene has more than 70 fected, may suffer from a very mild dys-
exons containing 2.4 million bases, nearly function with hypertrophic calves, as
0.1 percent of the haploid genome. Two predicted by the Lyon hypothesis based
promoters are associated with alternative on disproportional X-inactivation. Symp-
first exons, one for brain and the other for tomatic young girls, if not carriers, have
skeletal, cardiac, and smooth muscle. The childhood muscular dystrophy of autoso-
400 kD protein contains 24 repeats of a mal recessive inheritance.229 Molecular
spectrin-like motif that forms an alpha he- biologic techniques identified the primary
lix. The ammo-terminal end has homol- biochemical defect based solely on the
ogy to the actin binding domain of alpha- chromosomal location.237,238
actinin and the carboxyterminal end has In Duchenne muscular dystrophy mu-
homology to the calcium-binding domain tations of the dystrophin gene cause a
Myopathies 781
frameshift, early termination, or deletion ing early childhood, although histologic ev-
of the carboxy-terminal or amino-terminal idence indicates that abnormalities already
ends, resulting in a nonfunctional protein. exist at birth. The child normally attains
Dystrophin is associated with a large initial developmental milestones such as
oligomeric complex of sarcolemmal glyco- raising the head or sitting upright. Early
proteins including the laminin-binding difficulty in standing or walking may give
glycoprotein called dystroglycan, which an erroneous impression of clumsiness.
provides a linkage to the extracellular ma- Weakness becomes apparent by age 3 or
trix.328 The absence of dystrophin leads to 4 years, with inability to run or to climb
a drastic reduction in all of the dystrophin- stairs. Patients tend to walk on their toes
associated proteins. In severe childhood with their feet externally rotated and, on
autosomal recessive muscular dystrophy standing up from the floor, show Gower's
with a similar phenotype, a specific defi- sign or "climbing up legs to stand." Weak-
ciency of the 50 kD dystrophin-associated ness usually begins in the proximal and
glycoprotein called sarcoglycan causes only 184
occasionally in the distal muscula-
disruption of the linkage between the sub- ture, involving primarily the hip and
sarcolemmal cytoskeleton and the extra- knee extensors, followed by the muscles
cellular matrix, rendering muscle cells sus- of the shoulder girdle. The disease pro-
ceptible to necrosis.11 gresses slowly and may even remit as nat-
A number of investigators
333,388
once advo- ural growth temporarily compensates for
cated the neurogenic or vascu- the weakness. Neurologic findings depend
lar226,337 theories with vigor but without on the stage of illness. Muscles harden
universal acceptance. The neurogenic hy- with rubbery consistency, leading to re-
pothesis introduced the concept of sick duced or absent stretch reflexes. The
motor neurons subserving the muscle. quadriceps degenerate most, but the mus-
Others described defects of erythrocyte cles of the shoulder girdle also show
membranes344425,522but without subsequent prominent abnormalities. Later, weakness
confirmation. Some also suggested becomes diffuse, sparing only the extraoc-
possible involvement of calcium (Ca2+330,351
) me- ular muscles.
tabolism in the dystrophic process. In advanced stages, the patient devel-
The main pathologic sequence of events ops severe kyphoscoliosis, cardiomyopa-
in the early stages consists of repeated thy and respiratory distress as the result
episodes of muscle fiber necrosis and re- of intercostal and diaphragm involvement.
generation.86,423 Incomplete regeneration Cardiomyopathy may result from abnor-
reduces the number of muscle cells, ren- mal baseline myocardial blood flow.207 Se-
dering some 441 fibers hypertrophic and oth- vere spine deformities may cause upper
ers atrophic. Progressive accumulation motor neuron abnormalities, which in
of collagen finally replaces the muscle turn lead to urinary dysfunction.84 The
cells. Preservation of extraocular muscle calf muscle, although initially strong, de-
function suggests protective properties 265 of velops pseudohypertrophy, as do the del-
fast-twitch fibers against degeneration. toid, quadricep, and gluteal muscles. With
In the murine animal model of the dis- a steady, downhill course, frequent falls
ease, mdx mice, diaphragm muscles show force 90-95 percent of children into a
greater contractile 56,157
abnormalities than wheelchair before age 12 years, contrac-
hindlimb muscles, reflecting unfa- tures of the joints prevent limb movement,
vorable factors such as a large proportion and the patients eventually die usually by
of fast oxidative fibers and sustained ac- age 20. Other features include macroglos-
tivity associated with forced lengthening sia, mild nonprogessive mental retarda-
during each eccentric contraction.89,205 tion seen at birth in 30-50 percent of chil-
Some patients may develop hypermetab- dren with IQs ranging from 50 to 90,
olism and rhabdomyolysis during anes- pulmonary problems, and cardiac my-
thesia, but contracture testing with caf- opathy with congestive heart failure.
feine or halothane reveals217no evidence of Prenatal studies of amniotic fluid usu-
malignant hyperthermia. ally show normal levels of creatine kinase
Proximal weakness of the leg begins dur- (CK). The newborn may have abnormal
782 Disorders of the Muscle and Neuromuscular Junction
values, which implies definite probability, rier or severe phenotype with expression
although normal values do not necessar- of the abnormal gene as an X-autosome
ily rule out the diagnosis. A markedly el- translocation or monosomy X.
evated serum CK during the first year of- Prednisone produces a rapid increase in
ten heralds the clinical onset of illness. muscle strength, with maximal effect at a
The values then fall gradually as the dis- dosage of 0.75 mg/kg or less.215 Alternate-
ease advances but never return to normal. day prednisone therapy effectively in-
No other neuromuscular disease has such creases strength but does not sustain the
an extremely high CK value. Other en- improvement to the same extent as 188 daily
zymes such as pyruvate kinase, aldolase, therapy or mitigate the side effects. In
lactate dehydrogenase (LDH), glutamic- one study, dantrolene, which inhibits cal-
oxaloacetic transaminase (GOT), and glu- cium release from the sarcoplasmic retic-
tamic pyruvic transaminase (GPT) all ulum, reduced serum CK associated with
show nonspecific elevation. Cardiac in- a lessening trend in motor function dete-
volvement results in typical electrocardio- rioration.48 In another study, long-term
graphic changes that consist of a tall, low-frequency electrical stimulation of af-
right precordial R wave118and a deep limb fected muscles also improved strength
and precordial Q wave in conjunction compared with the nonstimulated control
with characteristic abnormalities seen by side.537 Endurance training may or may
cardiac echo and positron emission to- not have a beneficial effect.163 Surgical
mography.408 Muscle biopsy material usu- stabilization by spinal fusion prevents pro-
ally reveal variations in muscle fiber size, gressive deformity for relative ease and
necrotic fibers, phagocytosis, regenerating comfort of wheelchair seating, although the
basophilic fibers, and vesicular nuclei. vital capacity primarily related to450muscle
Other features include swollen, rounded weakness continues to decline. Many
fibers with homogenic eosinophilic mate- patients do well on long-term ventilation,
rial, mildly increased internal nuclei, de- but some choose to discontinue this
generation of intrafusal muscle fibers with- method of life prolongation.235 Preliminary
out regeneration, and a nonspecific increase results suggest a possible role for human
in satellite cells detected with electron mi- myoblast transplantation,244 which, with
croscopy. improved efficacy, may deserve a thera-
Diagnosis is based on clinical presenta- peutic trial.267,343
tion, a 100-700-fold elevation in CK, the Electromyographic evaluation reveals
appearance of fatty degeneration in mus- characteristic features of myopathy. Inser-
cle biopsy tissue, direct measure of dys- tion of the needle elicits normal or pro-
trophin protein by immunohistochemistry longed activity initially but very little po-
or Western protein blotting, and antibody tential in the advanced stage, when fibrosis
detection in muscle biopsy specimens. has replaced muscle tissues. Fibrillation
DNA-based diagnosis also serves as pre- potentials and positive sharp waves ap-
natal screening in many cases.467 About pear early (see Fig. 14-8E) but to a much
65 percent of dystrophin mutations result lesser extent than in myositis or motor
from deletions. Southern analysis and poly- neuron disease. Low-amplitude, short-du-
merase chain reactions detect nearly 98 ration motor unit potentials result from
percent of these deletions. Either RNA random loss of muscle fibers. When re-
analysis or fetal protein analysis is used to cruited in abundance (see Figs. 14-16 and
assess point mutations. Laboratory diag- 14—19B), these potentials give rise to a
nosis and prognosis are generally deter- characteristic noise resembling a shower
mined by DNA analysis of the dystrophin of fibrillation potentials. In mildly affected
gene and immunoassay of muscle with an- muscles, limited in degree and distribu-
tibodies directed against340,436
different regions tion, the abnormalities could escape de-
of the protein product. The clinical tection without careful exploration. Elec-
spectrum of the dystrophinopathies ranges tromyography is generally of little value in
from a severe form presenting at birth to detecting carrier status. In one series, pa-
an asymptomatic elevation of CK.362 Fe- tients had significantly slower muscle
males may present as a manifesting car- fiber conduction velocities in the biceps
Myopathies 783
brachii (2.4 ± 0.9 m/s) than age-matched live into the sixth or seventh decade. Other
control children (3.2 ± 0.5 m/s).111 This abnormalities include cryptorchidism, hy-
abnormality may reflect an increased di- pogenitalia, testicular atrophy, mental re-
ameter variation which also causes com- tardation, electrocardiographic changes,
plex 112
and long-duration motor unit poten- cardiac dysfunction, and elevated CK val-
tials. Magnetic cortical stimulation in ues, especially at a young age.
patients reveals a higher threshold of stim- Electromyography shows nearly sym-
ulation than in normal persons, perhaps metric abnormalities in the proximal mus-
reflecting 137
a deficiency of brain synaptic dy- cles. Fibrillation potentials and complex
strophin. repetitive discharges abound in the para-
spinal muscles. Small and polyphasic mo-
tor unit potentials show an early recruit-
Becker-Type Muscular Dystrophy ment. Muscle biopsy specimens in an early
stage look like those of Duchenne dystro-
The Becker type of muscular dystrophy is phy with necrotic fibers, basophilic fibers,
a benign, X-linked recessive dystrophy and large hyaline fibers. In one series of
that affects male offspring. It also results 20 patients, histologic studies revealed con-
from a mutation in the dystrophin gene, spicuous fiber necrosis and regeneration in
leading to relatively mild clinical features. younger patients and chronic myopathic
Compared with Duchenne dystrophy, the changes such as moth-eaten fibers, fiber
Becker type has a later onset and con- splitting, and hypertrophic fibers in older
siderably longer and milder clinical course patients.264 In another study, each of eight
with survival into middle adulthood.39,417 families reviewed had mixed features of my-
A common pathogenesis underlies both opathy and denervation.63 Muscle biopsy
Becker and Duchenne variants. Dys- material revealed fiber atrophy and hyper-
trophin mutations give rise to the milder trophy with many split and angulated
phenotype that results from an abnormal fibers and clumps of pyknotic nuclei.
protein still maintaining intact amino-
and carboxy-terminal ends. An internal
deletion that maintains the reading frame, Facioscapulohumeral Dystrophy
for example, may merely reduce the num-
ber of repeats. Some patients may remain Facioscapulohumeral dystrophy, also
asymptomatic possibly because of the known as Landouzy-Dejerine type, affects
overexpression of the dystrophin-related both genders equally,273 with an incidence
protein in regenerating muscle fibers.484 of approximately 1 per 100,000. The dis-
The initial symptoms at ages 5 to 20 order has an autosomal dominant inher-
years consist of weakness of the pelvic gir- itance with complete penetrance and vari-
dle and legs and muscle cramps after ex- able expression, and the responsible gene
ercise. Physical examination shows hy- is localized to the telomeric region of chro-
pertrophied calves, shortening of the mosome 4q35.216,519 Some authors prefer
Achilles tendon, flexion contractures, and the term factoscapulahurneral syndrome
depressed stretch reflexes. The patient's with subdivisions into neurogenic, 154,358
myo-
difficulty involves climbing stairs and ris- pathic, and rare myositic entities.
ing from the floor. Unlike Duchenne mus- Initial myositic features may lead to clin-
cular dystrophy, patients with the Becker ical patterns indistinguishable from the
type usually walk for 25 to 30 years after myopathic type after some months to
onset, and many may reach an advanced years. Some patients have congenital ab-
age. Patients eventually develop contrac- sence of the pectoralis, biceps, or bra-
tures and skeletal deformities, but not as chioradialis muscles.
severely as in Duchenne dystrophy. Early The disease typically begins toward the
myocardial disease and myalgia may de- end of the first decade, although the
velop as a primary feature, unrelated to symptoms may appear within the first 2
the 131,370
severity of skeletal muscle dam- years of life.222 Early signs often missed
age. Patients may develop cardiac by patients or physicians include variable
failure as a late complication but usually degrees of mimetic muscle weakness ac-
784 Disorders of the Muscle and Neuromuscular Junction
tibialis anterior than in the plantar flexor ally affects the same muscle group.9 Mus-
muscles.41 Pseudohypertrophy may or cle biopsy specimens show variation in
may not occur in the calves and deltoid. fiber size, occasional internal nuclei,
Despite eventual confinement to a wheel- small angulated fibers, and a moth-eaten
chair, the patient usually has normal life appearance of the intermyofibrillar net-
span. work 154when stained with oxidative en-
The name limb-girdle syndrome appro- zyme. Differentiation from myasthenia
priately denotes the heterogeneity of this gravis poses a major problem clinically.
entity, with subdivision into myogenic and Patients with oculopharyngeal dystrophy
neurogenic types based on clinical, histo- have absent titers for acetylcholine recep-
logic, and electrophysiologic findings (see tor antibody and a negative edrophonium
Fig. 13-8C). In addition, a clinical syn- (Tensilon) test. Progressive external oph-
drome of progressive proximal limb-girdle thalmoplegia can also develop in a num-
distribution may appear as a secondary ber of congenital myopathies such as cen-
manifestation in other well-defined condi- tronuclear and myotubular myopathy and
tions. These include chronic polymyositis, multicore disease.260 This general cate-
myasthenia gravis, and various metabolic gory, classified as ocular myopathy, has
and congenital myopathies, such as late either recessive or dominant inheritance.
onset acid maltase deficiency and carni- Slowly progressive ptosis starts at any
tine deficiency. Spinal muscular atrophy age. Head tilts and wrinkling of the fore-
also has a similar distribution of weak- head compensate for levator muscle weak-
ness, making clinical differentiation diffi- ness. Later, the disease may involve ex-
cult. traocular and facial muscles but not the
A review of 18 patients with proximal pupils. Patients may have elevated CK val-
weakness in the limb-girdle distribution ues and an abnormal sensitivity to d-
established a firm diagnosis only in four tubocurare. Electromyographic studies
cases even after histologic evaluation— usually reveal no spontaneous activity.
two with spinal muscular atrophy and two Brief, low-amplitude, polyphasic motor
others with muscular dystrophy.102 Mo- unit potentials show an early recruitment
tor innervation patterns suggested spinal in proximal muscles of the upper limbs.60
muscular atrophy in 4 of the 18 and limb- A neurogenic pattern with large motor
girdle dystrophy in the others. Elec- unit potentials may accompany the myo-
tromyographic features revealed myo- pathic features.442 Conduction studies re-
pathic changes in 11, denervation in 3, veal low-amplitude compound muscle ac-
and inconclusive results in 4. In another tion potentials in the weak muscles.
series of 20 patients, single-fiber elec- Repetitive nerve stimulation shows no
tromyography confirmed the original di- decrement of muscle response.
agnosis of myopathic limb-girdle syn- Primary muscle disease with a definite
drome in 11 and chronic spinal muscular distal predilection includes large series of
atrophy in 5 and helped differentiate the adult onset hereditary myopathy in Swe-
other four cases into myopathic and neu- den and rare sporadic distal myopathy
ropathic varieties.452 with early adult onset.341 The differential
diagnoses include myotonic dystrophy
and inclusion body myositis, both of
Other Dystrophies which characteristically cause atrophy of
distal rather than proximal musculatures.
Oculopharyngeal dystrophy, a rare form Late onset distal myopathy, first described
of progressive ophthalmoplegia, affects by Welander,526 is a rare autosomal dom-
French-Canadian families in an autoso- inant disorder with onset in adulthood.341
mal dominant fashion,30,109,224 with the Unlike most other forms of dystrophies, it
responsible gene localized to chromosome predominantly affects the distal muscles
14q11.2-ql3.65,471 Progressive ptosis and of the upper and lower limbs. Weakness
dysphagia develop late in life with or with- typically begins in the intrinsic hand mus-
out extraocular muscle weakness, al- cles or, less commonly, in the small mus-
though a childhood myopathy occasion- cles of the foot. As the disease slowly pro-
786 Disorders of the Muscle and Neuromuscular Junction
gresses, the dorsiflexors of the wrist and duction defects.165,427 This entity is also
foot become weak, usually with nearly known as scapuloperoneal muscular dys-
complete sparing of proximal muscula- trophy, scapulohumerodistal muscular
ture. Widespread weakness and wasting atrophy, and humero peroneal neuromus-
may occur, especially if the disease appears cular disease. Some families have a wide
at an earlier age and worsens rapidly. phenotypic spectrum.136 Most pedigrees
Quantitative sensory testings usually un- show an X-linked inheritance, but rare kin-
cover a distal sensory disturbance most dreds have autosomal dominant transmis-
prominent for temperature.58 The neuro- sion.342 Mutation of the responsible gene
genic lesion affecting the peripheral sensory results in loss or reduction of emerin, which
fibers may even precede the myopathic serves as a membrane anchor.189,352,376
changes. Most patients have slightly ele- Scapuloperoneal syndrome has both myo-
vated levels of serum CK. Muscle biopsy pathic and neurogenic abnormalities, with
specimens show vacuolar changes159,321 weakness and wasting confined to the
and increased staining for spectrin, desmin, muscles of the shoulder girdle and the an-
and Leu-19 as seen in denervated muscle terior compartment muscles of the lower
fibers.59 These findings may support a neu- limb. Clinical manifestations begin in the
rogenic component in this dystrophy, ful- second decade, primarily involving del-
filling the criteria for hereditary inclusion toids, pectorals, muscles of the arms, ex-
body myopathy.5 Electromyography demon- tensors of the hands, fingers, and feet,
strates an abundance of low-amplitude, and ocasionally muscles of the face, rela-
short-duration motor unit potentials during tively sparing the muscles of the pelvic gir-
mild voluntary contraction. dle. Other features include early contrac-
Another type of progressive distal my- tures with marked restriction of neck and
opathy described in Japan has an autoso-
36,350
elbow flexion. Patients also develop car-
mal recessive inheritance40 with linkage diopathy with atrioventricular block, atrial
to chromosome 2pl2-14. The disease af- fibrillation, decreased ventricular rate, and
fects young adults with the initial features exertional dyspnea, often dying suddenly
of impairment in standing on the tiptoes, from cardiac arrest. Electrophysiologic
followed by difficulty in climbing stairs and studies usually reveal early recruitment of
standing. Muscle atrophy involves the dis- short, polyphasic, and relatively high-
tal muscles in the legs and forearms, spar- amplitude motor unit potentials;424 nerve
ing the intrinsic hand muscles as detected conduction studies are normal. Histologic
clinically and computed tomography and studies of muscle show mixed patterns of
magnetic resonance imaging.339 Asympto- neurogenic and myogenic changes with in-
matic subjects may have an elevated serum ternal nuclei, necrotic fibers, round cell in-
CK value as a prelude of the disease.199 filtrates, and occasionally type 1 fiber pre-
Electromyography reveals abnormalities dominance. An autopsy of a typical case
consistent with myopathy. Muscle biopsy disclosed no abnormalities of the223spinal
specimens show severe segmental necrosis cord or of the ventral spinal roots.
and regeneration of myofibers with little in- A variant of this syndrome has an on-
flamatory responses.173 Other hereditary set at ages 3-11 years, with initial symp-
distal myopathies include familial adult on- toms and signs of shortening of the
set muscular dystrophy with leukoen- Achilles tendon, flexion contractures of
cephalopathy,513 late503 adult onset tibial the elbows, weak shoulder girdle muscles,
muscular dystrophy, and autosomal re- normal CK, and death eventually by car-
cessive distal myopathy with rimmed vac- diac arrest. Other possibly related entities
uole formation,479 which represents an in- include scapuloperoneal myopathy inher-
clusion body myositis (see this chapter, ited as an autosomal dominant or X-
part 6). linked recessive disease and scapuloper-
In a rare type of muscular dystrophy, oneal spinal muscular atrophy, a disorder
the scapuloperoneal syndrome of Emery- of the anterior horn cells with autosomal
Dreifuss type, patients develop a triad of dominant or X-linked recessive inheri-
slowly progressive humeroperoneal weak- tance. Scapuloperoneal atrophy may pri-
ness, early contracture, and early con- marily involve the peripheral nerve, oc-
Myopathies 787
curring sporadically without sensory ab- ter birth with several modes of hereditary
normalities or as an autosomal dominant transmission, congenital skeletal abnor-
or autosomal recessive disorder with sen- malities such as high-arched palate, long
sory loss. Rigid spine syndrome has sim- face, hip dislocation, and pes cavus, de-
ilar clinical features except for cardiac layed motor milestones with no ability to
conduction defects and mode of inheri- run or jump, proximal weakness, thinned
tance. 176,314,410,494 muscle bulk, absent or decreased stretch
Other dystrophies include benign hered- reflexes, and slow or no progression.
itary myopathy, an autosomal dominant Other features include short-duration,
disorder with an extremely slow progres- small-amplitude polyphasic motor unit
sion and a normal life expectancy, and potentials, normal conduction studies,
quadriceps myopathies, which may repre- muscle biopsy abnormalities of type I fiber
sent a generalized myopathy despite selec- predominance or type II fiber paucity, and
tive quadriceps muscle atrophy and ab- characteristic histopathologic or electro-
sent knee jerks. Congenital muscular microscopic changes, which virtually name
dystrophies comprise a heterogeneous the individual disorder. Concurrent struc-
group of autosomal recessive disorders of tural cardiomyopathy may result in cardiac
a slow evolution with multiple contractures conduction abnormalities or contractile in-
and generalized weakness. The entity has sufficiency. 127
two subgroups, one with a14,158,228,365
fairly homoge-
neous merosin deficiency and
another with heterogeneous merosin posi- Central Core Disease
tivity.182,371 A dominantly inherited multi-
system disorder called proximal myotonic Central core disease is a heterogeneous
distrophy, although phenotypically similar myopathy with typical core features in
to myotonic dystrophy, has no 292,415,473
CTG repeat nearly all fibers, irrespective of the mode of
expansion (see Chapter 29-2). genetic transmission. Its pathogenesis, al-
though unknown, is probably related to an
abnormality of neural influence, which may
3 CONGENITAL MYOPATHY affect embryonic differentiation of muscle
fibers. Infants occasionally have congenital
hip dislocations, hypotonia shortly after
A number of congenital conditions have birth, and delayed developmental mile-
nonprogressive or only slightly progres- stones. Older children may have proximal
sive muscular weakness.52,169,181 Some weakness but no distinct muscular atro-
have morphologically distinctive structual phy. Neither the patient nor the family rec-
alterations in muscle biopsy material. ognizes the disease before the onset of
These conditions include central core dis- skeletal deformities, such as lordorsis,
ease, nemaline myopathy, myotubular or kyphoscoliosis, and abnormalities of the
centronuclear myopathy, congenital fiber foot.491 Malignant hypertherrnia may com-
type disproportion, cytoplasmic body my- plicate operative interventions in children
opathy, fingerprint body myopathy, zebra with central core disease.167,194 For high-
body myopathy, and congenital hypotonia risk patients who require surgery for mus-
with type I fiber predominance. In rare culoskeletal defects, preoperative evalua-
cases, two or more structual changes co- tion should include in vitro tests for this
exist in the same patient or in one fam- devastating phenomenon, described later
ily,3,403 possibly indicating Z-band abnor- (see this chapter, part 4).
malities.492 The diagnosis of these rare Muscle biopsy material shows a marked
conditions depends not on clinical or ge- type I fiber predominance. The central re-
netic findings but on histologic examina- gion of the muscle fiber contains compact
tion of the muscle, identifying distinctive myofibrils devoid of oxidative and phos-
pathologic features that may or may not phorylase enzymes because of the virtual
represent the fundamental manifesta- absence of mitochondria.154 These central
tions. Clinical features common to this areas, referred to as cores, show no his-
group consist of generalized hypotonia af- tochemical reactivity with the oxidative
788 Disorders of the Muscle and Neuromuscular Junction
enzyme. They commonly appear in type I Patients and carriers both have a pre-
and to a lesser extent in type II fibers, but dominance of small42,114
type I fibers in muscle
their absence does not preclude the diag- biopsy specimens. Gomori trichrome
nosis.355 The resemblance of the cores to stain shows the characteristic rod-shaped
target fibers, which usually indicates de- bodies, not apparent with other methods.
nervation and reinnervation, supports the These contain material identical to the Z-
disputed idea that369
the disease may be neu- bands of muscle fibers, involving either
rogenic in nature. An increased terminal type I or type II fibers, or both. Nemaline
innervation ratio described in this entity myopathy455 derives its name from the
also suggests a neurogenic process.103,249 presence of these rod-like or thread-like
A rare variant of central core myopathy (nemaline in Greek) structures seen in both
shows characteristic collections of abnor- fiber types lying under the sarcolemma.
mally stained myofibrils along the entire Rods, devoid of enzyme activity, stain
length of a muscle fiber. bright red with trichrome and have peri-
Electrophysiologic findings vary but tend odic lines showing structural continuity
to suggest a mixed myopathic-neuropathic with actin filaments. They are seen not
process. Electromyographic studies usu- only in nemaline myopathy but also in
ally detect normal insertional activity, no other neuromuscular disorders and occa-
spontaneous discharges at rest, and small sionally in normal muscles. The number
motor 357
unit potentials with early recruit- of rods does not correlate with severity of
ment. Other studies have249revealed disease. A repeated biopsy may find a dra-
large and polyphasic potentials with in- matically decreased number of rods, im-
creased fiber density.110 Nerve conduction plying a reversible anomaly of Z-discs.227
studies show reduced amplitude 249
of muscle Electromyography may show low-
potentials with either normal or mildly amplitude, short-duration motor unit
slowed conduction velocity.241 potentials with early recruitment or, con-
versely, fibrillation potentials and a de-
creased number of high-amplitude, long-
Nemaline Myopathy duration motor unit potentials.374 These
changes probably result from degenera-
Nemaline myopathy can be sporadic or in- tion and regeneration of muscle fibers sec-
herited as an autosomal dominant trait,280 ondary to myopathic involvement.523
causing nonprogressive hypotonia that
usually begins at a very early age. Al-
though considered benign in older chil- Myotubular or
dren and adults, it may be responsible for Centronuclear Myopathy
early death in neonates and young in- 469
fants.374 In the severe infantile form, in- In myotubular myopathy,
44,445
or centronu-
creased axonal sprouting of the intra- clear myopathy, fetal myotubes per-
muscular nerve suggests maturational sist into adult life. Central nuclei are the
arrest of developing muscle or nerve common feature of this rare heterogeneous
fibers.373 In addition to diffuse weakness, condition, which otherwise has 37diverse
children show dysmorphism with reduced clinical and genetic characteristics. Three
muscle bulk and slender musculature. subgroups have been identified based on
The clinical features include elongated severity and mode of presentation together
faces, high-arched 287 palate, high-arched with genetic pattern: a311,465
severe neonatal X-
feet, kyphoscoliosis, dropped head312 linked recessive type, a less severe
and an occasional scapuloperoneal distri- infantile-juvenile autosomal recessive type,
bution of weakness. Many have a slightly and a milder autosomal dominant type.230
elevated level of serum CK. As a variant, The autosomal dominant type progresses
a late onset rod disease manifests initially more slowly than the generally severe X-
as proximal muscle weakness at ages linked form, which may lead to death from
37-60 years, followed by a progressive respiratory insufficiency. The milder au-
course, leading to severe disability and tosomal dominant type may show clinical
death. features simulating facioscapulohumeral
Myopathies 789
syndrome.185 The affected infants have nia.71,113 Infants may have generalized
early difficulty in lifting their head after a weakness with dysmorphic features at
normal labor and delivery. They can have birth.478 Additional signs include con-
hypotonia, ptosis, facial weakness, and tractures as the major source of func-
extraocular palsy at birth. Patient can tional limitation, congenital dislocation of
walk but cannot run. Some patients die the hip joint secondary to intrauterine
in infancy from cardiorespiratory failure, hypotonia, and other skeletal abnormali-
but others live until adulthood with little ties such as deformities of the feet and
progression and only mildly elevated kyphoscoliosis. The disease progresses for
serum CK. Those who survive suffer from the first several years and then either sta-
generalized weakness with facial and ex- bilizes or improves slightly. Some patients
traocular muscle involvement. have profound weakness of respiratory
Biopsy specimens show internal nuclei, muscles, needing assisted ventilation
absent subsarcolemmal nuclei, and agge- from early infancy.496 Patients have short
gates of mitchondria near the central nu- stature and fail to develop expected mo-
clei. Myotubes resemble those in fetal tor skills despite a normal or above-
muscle, thus the name myotubular my- normal mental capacity. A family history,
opathy. The fetus-like dystrophin expres- if present, shows a variable pattern of in-
sion 247,353
further suggests maturational ar- heritance.
rest, although sequential muscle Patient may have elevated CK values
biopsy findings indicate a progressive na- but not as a consistent finding. Muscle
ture of the disease in some cases.121 The biopsy specimens show, in addition to
central part of the fiber, devoid of myofib- fiber type disproportion, small type I fibers,
rils and myofibrillar adenosine triphos- hypertrophic type II fibers, and scattered in-
phate (ATP), stains poorly with the ATPase ternal nuclei. The presence of occasional
reaction. Oxidative enzymes may show in- rods suggests possible but unconfirmed
creased or decreased activity in the cen- relationships between this condition and
tral region. nemaline myopathy.275 Electromyography
Electromyographic abnormalities in- usually demonstrates low-amplitude, short-
clude an excessive number of polyphasic, duration motor unit potentials with early
low-amplitude motor unit potentials, fib- recruitment. Some patients have fibrilla-
rillation potentials, positive sharp waves, tion potentials, positive sharp waves, and
and complex repetitive discharges.29,230 large motor unit potentials.478
These findings distinguish this entity as
the only congenital myopathy consistently
associated with spontaneous activities in Other Congenital Myopathies
electromyographic studies.162 Occasional
myotonic discharges may lead to an erro- In cystoplasmic body myopathy, weakness
neous diagnosis of myotonic dystrophy, characteristically involves the face, neck,
especially in a patient with distal weak- and proximal limbs as well as respiratory,
ness and ptosis.409 Two sisters with oth- spinal, and cardiac muscles. Patients may
erwise typical centronuclear myopathy have scoliosis and cardiorespiratory failure
had clinical myotonia.206 Patients usually especially after lung infection. They have
have normal motor and sensory nerve elevated serum CK values and abnormal
conduction studies. electrocardiograms. Muscle biopsy mate-
rial reveals centrally placed nuclei, necro-
sis, fibrosis, and cytoplasmic bodies. Elec-
Congenital Fiber trophysiologic studies show normal nerve
Type Disproportion conduction and abnormal electromyo-
graphic findings consistent with myopa-
In normal muscles, type II fibers comprise thy sometimes showing myotonic dis-
more than 60 percent of the fibers and type charge.364,393 Other entities include
I, 30-40 percent. A reversed relationship multicore myopathy with multifocal de-
characterizes the histologic findings in generation of muscle fibers,171,535 finger-
some children with congenital hypoto- print body myopathy with typical electron
790 Disorders of the Muscle and Neuromuscular Junction
microscopic features showing inclusions ness with variable progression. They may
of complex lamellae arranged in fingerprint die of respiratory failure before the end of
patterns, zebra body myopathy with hypo- their second decade.172,323 Acid maltase
tonia and weakness clinically and distinct deficiency may have heterogeneous pre-
zebra bodies ultrastructurally,412 reducing sentations within a family, and an adult
body myopathy characterized by purple- onset case can present as a scapuloper-
gray periodic acid-Schiff-negative sarco- oneal neuromuscular syndrome.35 In-
plasmic masses, appearing as "empty" creased net muscle protein catabolism is
spaces with both ATPase and nicotinamide involved in the pathogenesis because the
adenine dinucleotide-tetrazolium reduc- conditon improves with a high protein
tase,372 and actin myopathy with intranu- diet.463 In the adult variant, symptoms be-
clear rods.208 gin with insidious limb-girdle weakness
during the second or third decade and res-
piratory difficulty some years later, neces-
4 METABOLIC MYOPATHY sitating a tracheostomy.146,482,498 Both
types have elevated serum enzymes. Mus-
cle biopsy specimens reveal a vacuolar
A variety of myopathies result from inborn myopathy affecting type I fibers more than
errors of metabolism.61 These include cer- type II fibers. Glycogen commonly de-
tain types of glycogen storage disease and posits in the central nervous system, par-
disorders of lipid metabolism. Of the 10 ticularly in the infantile form. Tissue cul-
glycogen storage diseases identified to tures have reproduced the enzymatic
date, prominent muscle involvement oc- defect.23
curs only in types II (Pompe's disease), III Electromyographic studies of the infan-
(Cori-Forbes), V (McArdle), and VII (Tarui) tile form find increased insertional activity,
glycogenosis.243 Two other metabolic my- fibrillation potentials, positive sharp waves,
opathies, mitochondrial diseases and ma- and complex repetitive discharges, as ex-
lignant hyperpyrexia or hyperthermia, de- pected from anterior horn cell involve-
serve a brief mention. ment.172 Severely affected muscles typi-
cally lack insertional activity. As one of the
few exceptions to the rule (see Chapter
Acid Maltase Deficiency 14-3) true myotonic discharges may occur
(Type II Glycogenosis) in the absence of clinical myotonia. Mild
voluntary contraction recruits polyphasic,
In acid maltase deficiency, inherited as an low-amplitude, short-duration motor unit
autosomal recessive disease, the defi- potentials in abundance. In contrast to the
ciency leads to accumulation of glycogen widespread abnormalities in the infantile
in tissue lysosomes,16,234 causing a vac- type, the adult or late onset childhood type
uolar myopathy.517 In the infantile type, has changes restricted to the gluteal,
Pompe's disease, children develop severe paraspinal, and other proximal muscles.
hypotonia shortly after birth and die Most of these patients have electromyo-
within the first year from cardiac or res- graphic findings of myopathy without fib-
piratory failure.57 Anterior horn cells con- rillation potentials.498 Studies of motor and
tain deposits of glycogen particles, as do sensory nerve conduction and of neuro-
other affected organs such as the heart, muscular transmission reveal no abnor-
tongue, and liver. An enlarged tongue and malities, except for reduced amplitude of
cardiac abnormalities differentiate this the compound muscle action potentials.
condition from Werdnig-Hoffmann dis-
ease.
In the more benign childhood and adult Debrancher Deficiency
types, the symptoms limited to skeletal (Type III Glycogenosis)
muscle mimic those of limb-girdle syn-
dromes or polymyositis. Patients with the In Debrancher deficiency, inherited as an
onset of symptoms in childhood have autosomal recessive trait, the absence of the
proximal limb and trunk muscle weak- debrancher enzyme prevents breakdown of
Myopathies 791
glycogen beyond the outer straight glucosyl The disease has a wide clinical spec-
chains. Consequently, glycogen with short- trum.93,257,406 In infants, generalized hypo-
branched outer chains, called phosphory- tonia may lead to respiratory insufficiency
taselimit-dextrin, accumulates in the liver and early death.144 Patients developing
and striated and cardiac muscles. Despite symptoms later in life have more variable
the generalized enzymatic defect, the clinical presentations187 as late onset or
skeletal muscles do not necessarily show childhood myopathies.107 The abnormality,
weakness on clinical examination.74,360 confined to skeletal muscles, initially
Affected children with hypotonia and causes only nonspecific complaints of mild
proximal weakness fail to thrive. Accu- weakness and fatigue. Sometime during
mulation of glycogen in the liver causes adolescence patients begin to notice exer-
hepatomegaly, episodes of hypoglycemia, cise intolerance.435 Despite the onset of
and markedly elevated serum CK. Clini- symptoms in childhood or adolescence,
cal features of myopathy may develop af- muscle cramps rarely develop before late
ter hepatic symptoms have abated. Pa- adulthood.1,282 Atypical clinical presenta-
tient may improve in adolescence despite tions in adult patients include progressive
the enzymatic defect. Distal weakness and muscle weakness without exercise-
wasting sometimes resemble those in pa- induced contracture.326 The differential
tients with motor neuron disease.145 Mus- diagnoses include muscle phosphofruc-
cle biopsy specimens show subsarcolem- tokinase deficiency characterized by re-
mal periodic acid-Schiff-positive vacuoles current myoglobinuria and persistent
in type II fibers, without histochemical weakness,45 phosphoglycerate mutase de-
signs of denervation.145 Electromyogra- ficiency,497 lactase dehydrogenase-A defi-
phy may reveal profuse fibrillation poten- ciency,349 and Brody's disease, or a defi-
tials, complex repetitive discharges, and ciency of calcium (Ca2+)-adenosine triphos-
small, short-duration motor unit poten- phatase in sarcoplasmic reticulum.270
tials.145 Neurologic examination between bouts
of muscle cramps initially reveals only
mild proximal weakness without apparent
Muscle Phosphorylase Deficiency muscular wasting. Patients may develop
(Type V Glycogenosis) permanent limb-girdle weakness later in
life. A heavy muscle contraction or repet-
McArdle331 first described muscle phos- itive stimulation of the nerve produces
phorylase deficiency as a rare autosomal painful cramps that may last for several
recessive condition, although others have hours. In advanced stages, even mild ex-
subsequently reported families with an ercise precipitates the attack, severely
autosomal dominant pattern.100 It affects limiting the patient's activities. Associated
men more frequently than women by a ra- breakdown of muscle leads to myoglobin-
tio of 4 to 1.143 Myophosphorylase defi- uria, causing the urine to become wine
ciency blocks the conversion of muscle colored. Muscle pain and fatigue may im-
glycogen to glucose during heavy exercise prove during continued exercise if the
under ischemic conditions. Although the patient slows down and sustains non-
exercise intolerance mainly results from strenuous activity. This second wind phe-
impaired adenosine triphosphate genera- nomenon presumably results from in-
tion from anaerobic glycogenolysis,301 de- creased mobilization of serum free fatty
fects of oxidative metabolism may also acids as an alternative source of energy.
play a role.27,130 The myophosphorylase Exposure to cold during exercise may also
gene has been sequenced and assigned to delay the development of contracture.
chromosome 11. Although genetically het- The ischemic exercise test can confirm
erogeneous, thymine substitutes for cyto- the diagnosis in suspected cases. The test
sine at codon 49 is the most common mu- consists of contracting the forearm mus-
tation.501 In about 90 percent of cases, cles under ischemic conditions induced
analysis of the patient's leukocytes iden- by an inflated pneumatic cuff placed
tifies the responsible mutations, confirm- around the arm. The inability to convert
ing the diagnosis.501 glycogen to glucose for anaerobic glycoly-
792 Disorders of the Muscle and Neuromuscular Junction
tion. Disorders of lipid metabolism in- from bulbar and respiratory involvement
clude carnitine palmitoyltransferase defi- may lead to death at an early age.62,108,225
ciency, carnitine deficiency,147 and other Some patients show features of both sys-
rare conditions such as lipid myoneu- temic and muscle carnitine deficiency.88
ropathy with normal carnitine.24 Muscle biopsy specimens reveal an excess
Carnitine palmitoyltransferase deficiency, of lipid droplets mostly in the type I fibers,
a rare disorder inherited as an autosomal which depend on oxidation of long-chain
recessive trait, results most commonly from fatty acids to a greater extent than do type
a missense mutation that replaces a II fibers.
leucine for a serine residue at amino324,332
acid Electromyographic studies reveal mild
position 113 of the CPT II protein. voluntary contractions that recruit small-
The patient develops painful muscle amplitude, short-duration, polyphasic mo-
cramps and, on prolonged exercise or fast- tor unit potentials in abundance. Slightly
ing, 28,87,141,302
recurrent episodes of myoglobin- over half of patients have fibrillation po-
uria. Long-chain fatty acids not tentials and other forms of spontaneous
coupled to carnitine cannot shuttle across activity such as complex repetitive dis-
the inner mitochondria! membrane, lead- charges. Neuropathy may develop in
ing to 303
impaired oxidation of lipid sub- some,322 but motor and sensory nerve
strates. The first attack of myoglobinuria conduction studies and tests of neuro-
appears in adolescence, although muscle muscular transmission usually reveal no
pain may develop in early childhood. Mus- abnormalities.
cle remains strong between attacks, but Most infants with a lipid metabolism
exercise during fasting results in painful disorder benefit 449
from long-term therapy
cramps. The disorder has diverse clinical with L-carnitine. Lipid utilization takes
features, which include episodic exer- place in the mitochondria. This link may
tional dyspnea, exercise intolerance, and explain some overlap between lipid stor-
myoglobinuria, without cramps or myal- age myopathies and mitochondrial my-
gias.200 Muscle biopsy specimens may opathies.64 In one series, 21 of 48 patients
show no abnormalities or only a slight ex- with mitochondrial myopathy had a plasma
cess of intrafiber lipid droplets next to the carnitine deficiency. Most responded favor-
mitochondria in type I fibers. Electro- ably to L-carnitine therapy.81 Treatment
physiologic studies, reported in only a few with riboflavin and carnitine had a favor-
patients, have revealed normal elec- able effect on pure myopathy associated
tromyographic findings and normal motor with complex 1 deficiency.46
and sensory nerve conduction veloci-
ties.28,174
Carnitine deficiency, probably inherited Mitochondrial Disease
as an autosomal recessive disorder, is the
first biochemical defect to be identified in Many proteins in the mitochondria are
muscle lipid metabolism.12,168 Of the two coded for not only in the nuclear DNA of
forms of this condition, the restricted type the cell but also in their own DNA. Mito-
develops lipid storage predominantly or chondrial DNA codes for 13 proteins that
exclusively in the muscle, causing a lipid are subunits of the respiratory chain com-
storage myopathy, so called before recog- plexes, two ribosomal RNAs and 22 trans-
nition of the specific biochemical defect. fer RNAs. Thus, defects in aerobic oxida-
Reduced muscle carnitine possibly results tion result from deletions and point
from a deficit in carnitine uptake in the mutations of the mitochondrial DNA. Most
muscle despite normal serum carnitine pathology associated with these muta-
levels in most patients. In the systemic tions involves multiple systems to a vari-
type, insufficient synthesis lowers the able degree, depending on the ratio of nor-
carnitine levels in the serum, liver, and mal to mutant mitochondria in any given
muscle. Carnitine deficiency causes a tissue. Mitochondria, with their own
congenital and slowly progressive myopa- genome predominantly inherited from cy-
thy of the limb-girdle62,268
type and episodic toplasm of the oocyte, follow maternal
hepatic insufficiency. Severe defects transmission rather than mendelian ge-
794 Disorders of the Muscle and Neuromuscular Junction
netics, making the risk assessment for ge- thalmoplegia, retinitis pigmentosa, heart
netic counseling difficult. This type of in- block, cerebellar syndrome, and a cere-
heritance should affect all offspring equally brospinal fluid protein level above 100
regardless of gender. mg/dl. Ophthalmoplegia occurs sporadi-
A large number of normal and abnor- cally, with the clinical signs of ptosis and
mally shaped mitochondria, often densely extraocular palsy appearing during child-
packing the cristae, characterize mito- hood or adolescence.43,269,443 As indi-
chondria! myopathies. On light microscopy, cated by its alternative name, oculocran-
granular material stains red with trichrome, iosomatic neuromuscular disease with
thus the name ragged red fibers. Abnormal ragged red fibers,380 characteristic fea-
fibers, often restricted to type I, show high tures include ragged red fibers in muscle
activity when stained for oxidative biopsy material, indicating a mitochondrial
enyzme. Heat shock proteins localized in abnormality. Progressive weakness and fa-
ragged red fibers using monoclonal anti- tigue may accompany a wide variety of neu-
bodies may act as a protein repair enzyme, rologic deficits such as sensorineural deaf-
catalyzing the refolding of misfolded pro- ness, cerebellar degeneration, endocrine
teins in the matrix of mitochondria.466 abnormalities, sensory motor neuropathy,
Ragged red fibers are only a nonspecific ab- demyelinating radiculopathy, and myas-
normality, appearing also in polymyositis, thenic symptoms.191,218,335,396 Laboratory
hypothyroiditis, thyrotoxic myopathy, and studies reveal a moderate increase in cere-
spinal muscular atrophy. Conversely, the brospinal protein level and a mild elevation
expression of a mitochondria! defect can of serum CK.
vary so much that the absence of ragged Electromyographic results are normal
red fibers does not necessarily rule out the or mildly abnormal, with early recruit-
diagnosis of mitochondria! myopathy.392,456 ment of low-amplitude, short-duration
Patients with mitochondria! cytopathy have motor unit potentials. Clinically asympto-
abnormalities of muscle energy metabolism, matic members of the family may have
which can be tested by venous lactate re- subtle changes consistent with subclini-
sponse to subanaerobic exercise.232,366,457 cal myopathy as detected by conventional
Structural changes of the mitochondria or single-fiber recordings.183 In the more
cause progressive muscle weakness as a advanced stages, electrophysiologic stud-
part 240,397,421,438
of complex neurologic manifesta- ies may uncover neuropathic changes of
tions. These entities comprise the axonal type but no abnormalities of
three subgroups: chronic progressive ex- neuromuscular transmission.495 Other
ternal ophthalmoplegia (CPEO), including neuropathic abnormalities include absent
Kearns-Sayre syndrome; mitochondrial or reduced ankle jerk, impared distal vi-
myopathy, encephalopathy, lactic acidosis, bration sense, and reduced sural nerve
and stroke-like episodes (MELAS); and potentials.336 In one series, 10 of 20 pa-
myoclonic epilepsy with ragged red fibers tients had abnormalities of nerve con-
(MERRF). Mitochondrial gene stud- duction, although only 5 had clinical fea-
ies94,175.272,299.384,453 in general show large- tures of a mild sensory motor neuropathy.
scale deletions in CPEO and point muta- In these patients, sural nerve biopsy ma-
tions in the transfer RNA genes of leucine terial revealed a reduced density of myeli-
in MELAS and of lysine in MERRF. Some nated fibers and axonal degeneration af-
reports indicate phenotypic heterogene- fecting533 myelinated and unmyelinated
ity,458,505 for example, absence of oph- fibers.
thalmoplegia in CPEO,485 chronic progres- In another study,132 brief periods of low-
sive external ophthalmoplegia in otherwise intensity exercise produced a decrease in
typical MELAS syndrome,179 association twitch tension with only a very slight
with MERRF and Ekbom's syndrome con- change in the amplitude of the compound
sisting of lipomas, ataxia, and neuropa- action potential. Progressive dissociation
thy,78 82
and MERRF/MELAS overlap syn- between the electrical and mechanical re-
drome. sponses suggests a failure of contraction
In Kearns-Sayre syndrome, or ophthal- rather than a disorder of the neuromus-
moplegia plus, a deletion of the mitochon- cular apparatus.356 Abnormalities of mul-
drial DNA lead to progressive external oph- timodal evoked potentials often reveal
Myopathies 795
6 MYOSITIS
Adrenal and Pituitary Disease
Diseases of the adrenal and pituitary A variety of inflammatory processes affect
glands may give rise to nonspecific mus- the muscle, including the most frequently
cle weakness, as in Cushing's syndrome, encountered polymyositis.55,115 Although
acromegaly, or Addison's disease. Similar macrophages play an important role in me-
weakness also appears after systemic ad- diating muscle fiber injury,152 no studies
ministration of corticosteroids or adreno- have shown a persistent enterovirus as the
corticotropic hormone. Steroids reduce cause of inflammatory myopathies.261'306
the intracellular concentration of potas- Patients with dermatomyositis have skin
798 Disorders of the Muscle and Neuromuscular Junction
rash in conjunction with the signs and supply to the peripherally located fibers.2,54
symptoms of muscle involvement. Despite The expression of the 65 kD heat shock
the usually typical characteristic of myosi- protein may also serve as an auto antigen
tis, its protean clinical presentation poses recognized by an autoreactive T cell.239
a considerable diagnostic challenge in some The initial presentation comprises such
cases. Complicated schemes of classifying nonspecific systemic symptoms as malaise,
inflammmatory myositis reflect the uncer- fever, anorexia, weight loss, and features of
tainty whether different clinical forms rep- respiratory infection. Rare systemic mani-
resent separate entities or a spectrum of festations include acute abdominal pain as
the same illness. Subtypes based on the a result of spontaneous hemorrhage.381
patient's age and underlying disorder in- Despite the traditional emphasis, pain and
clude54 (1) primary idiopathic polymyositis, tenderness of affected muscles, if present,
(2) primary idiopathic dermatomyositis, (3) constitute neither a presenting nor a pri-
dermatomyositis (or polymyositis) associ- mary symptom in most patients. Some pa-
ated with neoplasia, (4) childhood der- tients have demonstrable tenderness re-
matomyositis (or polymyositis) associated stricted to the muscles of the shoulder.
with vasculitis, and (5) polymyositis or Vague pains and muscle aches have no
dermatomyositis associated with collagen specific diagnostic value in this context.
vascular disease. For the purpose of this The skin lesions that may precede or fol-
discussion, a brief description suffices to low the onset of weakness consist of a he-
highlight certain clinical features consid- liotrope or purple-colored rash over the
ered characteristic of dermatomyositis and cheeks and eyelids, often resembling the
polymyositis as a broad and general cate- shape of a butterfly. Particularly promi-
gory. nent discoloration over the upper eyelids
usually accompanies periorbital edema.
An erythematous rash may also appear in
Dermatomyositis exposed body parts such as the neck, up-
per chest, knees, and hands. The affected
The combination of skin rash and mus- skin thickens with a reddish hue, espe-
cular weakness suggests the diagnosis of cially over the interphalangeal joints.
dermatomyositis. The symptoms begin at Telangiectasia may develop over the chest
any age but rarely in adolescence or early and the back of the hands in advanced
adulthood. Thus, the incidence histogram stages. In extreme cases, the inflamma-
shows a bimodal distribution with peaks tion renders the skin over the entire body
in childhood and in the fifth and sixth atrophic, edematous, and reddish in
decades. Dermatomyositis in childhood of- color. Intravenous administration of high-
ten accompanies the systemic symptoms of dose immunoglobulins has had a favor-
collagen vascular disease but rarely malig- able effect in some patients.511
nancy. Other common associations include
Raynaud's phenomenon, lupus erythe-
matosus, polyarteritis nodosa, Sjogren's Polymyositis
syndrome, and pneumonitis. Accumulating
evidence indicates that a complement- Except for the absence of skin lesions, the
mediated microvasculopathy may play a signs and symptoms of polymyositis
pathogenic role. In one study of 39 derma- closely resemble those of dermatomyosi-
tomyositis biopsy specimens,276 fascicular tis. Initial systemic manifestations also
comparison showed a significant correla- bear close resemblence in the two vari-
tion between focal myofibrillar loss con- eties. Polymyositis primarily affects adults
sidered ischemic in origin and capillarly with possible underlying conditions such
deposits of membrane attack complex. as collagen vascular disease or malig-
Conversely, fascicles with perifascicular nancy.38 Conversely, children usually de-
atrophy tended to show less membrane at- velop dermatomyositis with skin rashes
tack complex deposits. A perifascicular and only rarely polymyositis as a parane-
distribution of muscle fiber atrophy pre- oplastic phenomenon.451 Men have a
sumably implies the interruption of blood higher incidence of neoplasms that in-
Myopathies 799
volve bowel, stomach, lung, or breast. quent paresis of the shoulder girdle ren-
Muscle-specific autoantibodies may play ders patients incapable of lifting objects
a role in the pathogenesis of paraneo- or combing their hair. In most patients,
plastic myositis.190,504 Polymyositis has weakness soon spreads to involve the dis-
also accompanied billiary cirrhosis532 and tal limb muscles. The disease may begin
essential cryoglobulinemia.520 as a focal process that mimics a localized
In human immunodeficiency virus inflammatory reaction231 or as paralysis
(HIV)-associated polymyositis, patients and wasting of only one limb.304 Weak-
may develop subacute structural myopa- ness of the neck musculature shows
thy characterized by selective loss of thick predilection for the anterior rather than
filaments and widespread formation of rod the posterior compartment. The disease
bodies.210,472 Typical features consist of may cause dysphagia but spares the ex-
progressive proximal weakness, elevated traocular and other bulbar muscles. An
serum CK level, and electromyographic extremely focal inflammatory process may
changes consistent with myopathy with involve the diaphragm and intercostal
spontaneous activity.459 Some patients muscles.51 The patient has normal mus-
with acquired immunodeficiency syn- cle stretch reflexes until very late in the
drome develop myopathies with unusual course of the disease. Atrophy may escape
segmental vesicular changes of myofibers detection in the deep muscles of the pelvic
while receiving zidovudine therapy.116,390 or shoulder girdle but not in the orbicu-
Thus, both infection with HIV type I and laris oculi or other superficial muscles.
ingestion of zidovudine cause myopa- Conversely, focal lipoatrophy caused by
thy, H7,298 although HIV rather than the loss of subcutaneous tissue may produce
drug seems to play a more prominent an appearance of focal muscle atrophy as
role.460,461 The muscle fibers or the cul- might be seen in polymyositis.251
tured myotubes contain neither HIV se- The serum CK level is usually a helpful
quences nor transcriptional products.306 indicator in determining the diagnosis
Therefore, HIV-associated polymyositis and clinical course of myositis. Approxi-
does not seem to result from a persistent mately 10 percent of patients with proven
infection of muscle fiber by the virus. diagnoses, however, have no elevation
Human T-cell lymphotrophic virus even during acute stages. A normal enzy-
(HTLV) type 1 infection causes various matic level despite active myositis sug-
systemic conditions.383 These include gests extensive muscle atrophy in long-
HTLV-1-associated myelopathy, or tropi- standing disease.54 Enzymes may leak
cal spastic paraparesis (HAM/TSP), and from defects in the muscle plasma mem-
polymyositis.19 The myopathies associ- brane359as postulated in Duchenne dystro-
ated with this condition have clinical and phy. Alternatively, anastomosis of
pathological features similar to those of a transverse tubules with 98 terminal cisternae
dystrophy, with a predominantly proximal may cause the leakage. Other inconsis-
weakness of the lower limbs. i40,198 Patients tent laboratory findings include elevated
with cryptogenic adult myopathies, there- erythrocyte sedimentation rate and gam-
fore, should have serological screening for maglobulin. Magnetic resonance imaging
HTLV-1 antibody. Retrovirus can trigger show high intensity on T2-weighted and
polymyositis not only in HIV-infected pa- normal intensity on TI-weighted images in
tients but also HTLV-1-infected pa- the active stage.195,196,411 This abnormal-
tients,529 even in the absence of detectable ity, probably representing edema and in-
viral genome within the muscle fibers.116 flammation, usually reverts to normal after
Weakness, as the usual presenting corticosteroid therapy.
symptom, ordinarily progresses slowly A triad of electromyographic abnormal-
over a matter of weeks. The disease, how- ities nearly always appear in untreated
ever, may take a fulminating course with myositis, especially in the clinically weak
the patient crippled during the first week muscles. They consist of (1) fibrillation
of onset. The initial involvement of pelvic potentials and positive sharp waves (see
girdle muscles causes difficulty in climb- Fig. 14-8D), (2) complex repetitive dis-
ing stairs or rising from a chair. Subse- charges, and (3) polyphasic low-ampli-
800 Disorders of the Muscle and Neuromuscular Junction
amplitude and duration initially some resistance training program may lead to
weeks or months after therapy, followed gains in dynamic strength of the least
by diminution of the number of polypha- weak muscles.468
sic units in a year or two. Related disorders include distal vaculo-
lar myopathy with complete heart block
and no filamentous inclusions.285 Famil-
Inclusion Body Myositis ial inclusion body myositis among Kur-
dish-Iranian Jews shows slowly progres-
In inclusion body myositis, a distinct but sive limb-girdle muscle weakness with a
infrequently recognized inflammatory dis- remarkable sparing of the quadriceps
ease of skeletal muscle,22,25,33,85,213,266,462 muscles.325 Frequent consanguinity and
the pathologic characteristics consist of the familial incidence indicate a genetic
rimmed vacuole256 containing osmophilic cause433with autosomal recessive inheri-
membranous whorls and intracytoplas- tance and various types of hereditary
mic or intranuclear filamentous inclu- inclusion body myopathies map to chro-
sions. These filaments share properties mosome 9pl-ql.18,246 Autosomal domi-
with intracellularly formed amyloid pro- nant myopathy with congenital joint con-
teins.338 In fact, muscle fibers in both spo- tractures, ophthalmoplegia and rimmed
radic and hereditary inclusion body vacuoles constitutes another variant 122 of
myositis contain B-amyloid protein, two hereditary inclusion body myopathies.
other epitopes of the B-amyloid precursor Electromyographic abnormalities, as in
protein,21 and apolipoprotein E as intra- other myositic conditions, comprises fib-
cellular203,347
deposits within rimmed vac- rillation potentials, positive sharp waves,
uoles. This phenomenon, therefore, complex repetitive discharges, and low-
stands in contrast to the extracellular de- amplitude, short-duration motor unit po-
posits of amyloid in Alzheimer's disease. tentials with early recruitment. Most pa-
Some investigators stress the mixed my- tients have changes suggestive of a mixed
opathic and neurogenic aspects161 and neurogenic and myopathic pattern with or
the difficulty of identifying rimmed vac- without myotonic discharges.263,297 In
uoles.512 Unlike dermatomyositis, the dis- one series, quantitative studies of inter-
ease lacks the features of collagen vas- ference pattern showed changes consis-
cular involvement, but some patients tent with myopathy in all 13 patients
have evidence of associated autoimmune tested.32 About one third of cases have a
disease.278,297 Immunoreactivity with pattern of large and small motor unit po-
mumps virus antibodies has led to a96 pos- tentials, considered highly suggestive of
tulate of a "slow" mumps infection but inclusion body myositis to some.262
without subsequent confirmation.192,193
Mitochondrial DNA deletions may play a
role in the pathogenesis, causing respira- Other Myositic Diseases
tory chain379dysfunction in muscle fiber
segments. Bacterial and viral infections of muscle oc-
The disease frequently affects distal cur less commonly106,142,254
than dermatomyositis
muscles in men with early weakness and polymyositis. Parasitic in-
of forearm flexors, knee extensors, and fection, however, prevails in tropical coun-
foot dorsiflexors.8,186,309,444 It progresses tries. In cysticercosis, Taenia solium
slowly, taking a benign clinical
433
course. mostly affects the trunk muscles,439
The familial form usually but not al- whereas in trichinosis, Trichinella spirdiis
ways368 spares the quadriceps muscles, preferentially invades the extraocular
which the sporadic form severely affects. muscles.126 HIV-infected patients with
A small proportion of patients respond fever, encephalitis, multiorgan dysfunc-
to corticosteroid or immunosuppressive tion and elevated serum CK level of ob-
therapy.308 In refractory cases, other op- scure origin may have skeletal muscle tox-
tions include intravenous immunoglobu- oplasmosis.204 Patients with idiopathic
lin and low-dose whole-body or lymphoid inflammatory myopathy may also have in-
radiation.7,47,327 A supervised progressive creased anti-toxoplasma antibodies prob-
802 Disorders of the Muscle and Neuromuscular Junction
die muscular dystrophy patient. Muscle Nerve 27. Bank W, Chance B: An oxidative defect in meta-
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13. Announcement in Neuromuscular Disorders. olism and myoglobinuria: Absence of carnitine
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myopathy in 66 Finnish patients. Arch Neurol cytochemistry of muscle cytoskeletal proteins
50:604-608, 1993. in acid maltase deficiency. Muscle Nerve
504. Ueyama H, Kumamoto T, Araki S: Circulating 17:655-661, 1994.
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505. Uncini A, Servidei S, Silvestri G, Manfredi G, evidence for defects in muscle metabolism. Eur
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Nerve 17:667-674, 1994. Polymyositis with plasma cell infiltrate in es-
506. Upton ARM, McComas AJ, Bianchi FA: Neu- sential mixed cryoglobulinaemia. J Neurol
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507. Vajsar J, Becker LE, Freedom RM, Murphy EG: seminated histoplasmosis presenting as myosi-
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508. Van Den Bergh PYK, Guettat L, Vande Berg E, Shcotalnd DL: Alteration in erythrocyte
BC, Martin JPJ: Focal myopathy associated membrane structure in Duchenne muscular
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510. van der Kool AJ, Ginjaar HB, Busch HFM, 525. Warner CL, Fayad PB, Heffner RR Jr: Legionella
Wokke JHJ, Barth PG, de Visser M: Limb-girdle myositis. Neurology 41:750-752, 1991.
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820 Disorders of the Muscle and Neuromuscular Junction
532. Yasuda Y, Nakano S, Aklguchi I, Tanaka M, 535. Zeman AZJ, Dick DJ, Anderson JR, Watkin SW,
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41:943, 1991. 367, 1992.
Chapter 29
DISEASES CHARACTERIZED
BY ABNORMAL MUSCLE
ACTIVITY
1. INTRODUCTION
2. MYOTONIA
Myotonic Dystrophy
Myotonia Congenita
Proximal Myotonic Myopathy
Paramyotonia Congenita
3. PERIODIC PARALYSIS
Hypokalemic Periodic Paralysis
Hyperkalemic Periodic Paralysis
Normokalernic Periodic Paralysis
4. NEUROMYOTONIA
5. SCHWARTZ-JAMPEL SYNDROME
6. MYOKYMIA
7. HEMIFACIAL AND HEMIMASTICATORY SPASM
8. TETANUS
9. TETANY
10. STIFFMAN SYNDROME
11. CRAMPS
12. CONTRACTURE
13. MYOCLONUS
14. TREMOR
15. MIRROR MOVEMENT
16. RESTLESS LEGS SYNDROME
17. DYSTONIA
garding classification of these entities. Two cramp or spontaneous spasm, this type of
groups of disorders have now been defined: prolonged muscle contraction causes no
(1) muscle sodium channel-associated dis- pain. Myotonic discharges, provoked by
eases, which include hyperkalemic peri- voluntary contraction, muscle percussion,
odic paralysis and its clinical variants as or needle insertion, characteristically wax
well as paramyotonia congenita; and (2) and415
wane at varying frequencies up to 150
muscle chloride channel-associated disor- Hz. Amplitude decrements often ac-
ders, which comprise both the dominant company shortening of the interspike in-
and recessive forms of rnyotonia con- terval, giving the impression that motor
genita. 150,170,251,298,349,352,353 Involuntary unit potentials cannot keep up with the
muscle contraction also results from dis- increasingly higher firing rate. Conversely,
orders of the peripheral nerve as in myo- increments tend to occur in association
kymia, Schwartz-Jampel syndrome, and with a declining rate of discharges. These
neuromyotonia or continuous muscle fiber relationships, however, sometimes re-
discharge. In still other sustained muscle verse, suggesting that different ionic
contractions, spontaneous discharges orig- mechanisms may dictate changes in am-
inate centrally, as in the stiffman syn- plitude and firing frequency (see Chapter
drome. Other conditions with abnormal 14-3). During volitional activity, myotonia
muscle activity include the common cramp, may worsen initially but improve follow-
contracture, tetanus, tetany, and hemifa- ing a warm-up period, typically recurring
cial spasm. Muscle percussion may induce at the beginning of the next voluntary
myoedema or stationary, electrically silent movement after a period of rest. Percus-
muscle mounding, considered physiologic sion myotonia follows a brisk tap over the
with no 197 implication of a neuromuscular thenar eminence. Cold aggravates both
disorder despite its traditional link to hy- postactivation and percussion myotonia.
pothyroidism (see Chapter 28-5). Myotonic muscles typically have reduced
Several electrophysiologic techniques torques during maximal voluntary con-
help characterize involuntary movement traction and decreased mean amplitude of
and determine the site of abnormal dis- the compound muscle action potentials.36
charges.129 Nerve blocks will eliminate ab- Muscle action potentials decline further
normal muscular activity originating in the with repetitive nerve stimulation (see
central nervous system or the proximal part Chapter 10-8) or after isometric exer-
of the peripheral nerve. In this instance, cise.428,431
repetitive nerve stimulation proximal to the Myotonic discharge with or without clin-
block fails to induce the abnormal muscle ical myotonia develops in a number of
activity. Discharges from the distal or ter- metabolic muscle diseases such as hy-
minal nerve segment cease after the block perkalemic periodic paralysis, acid mal-
of neuromuscular transmission. In con- tase deficiency,134 hyperthyroidism,329
trast, curarization does not affect abnormal hypothyroidism, familial granulovacuolar
discharges originating from intrinsic mus- lobular myopathy,221 and malignant hy-
cle fibers. Some cramp syndromes display perpyrexia (see Chapter 28-4). Myotonia
a distinctive pattern of abnormalities on and myositis may also constitute part of
electromyography. Others produce a nor- the symptom complex seen in multicen-
mal interference pattern, although the sub- tric reticulohistiocytosis7 335
and possibly
ject has no voluntary control over the num- paraneoplastic syndrome. Myotonic
ber and frequency of discharging motor and repetitive discharges also appear in
units. In contracture, unlike true cramps, hypokalemic myopathy associated with
the contracted muscle is electrically silent. glycyrrhizin-induced hypochloremia.188
Other medications known to induce a my-
opathy with occasional myotonia include
2 MYOTONIA the hypocholesterolemic agent, diazocho-
lesterol,419 and colchicine.390 In all these
entities, myotonia plays neither a pre-
In myotonia, the muscle membrane, once dominant nor an essential role as in my-
activated, tends to fire repetitively, induc- otonic dystrophy, myotonia congenita,
ing delayed muscle relaxation. Unlike and paramyotonia.
Diseases with Abnormal Muscle Activity 823
tient cannot lift the head from a pillow birth to a child with congenital myotonic
against gravity. Facial weakness produces dystrophy, a subsequent child has an 80
a blank expression and ptosis. In the ab- percent risk of having the same.
sence of this characteristic appearance, Electromyography shows myotonic dis-
milder cases of myotonic dystrophy may charges giving rise to "motorcycle" sounds
escape detection. Usually, however, grip (see Fig. 14-7) in all affected adults and
or percussion myotonia gives away the approximately one half of the344relatives at
diagnosis. Myotonic phenomena become risk for myotonic dystrophy. In 25 pa-
less prominent as the muscle wasting and tients from 15 different families,430 elec-
weakness advance. Myotonia tends to di- trical myotonia occurred most frequently
minish with continued exercise, and indeed in the intrinsic hand muscles and orbic-
the muscle may become almost normal ularis oculi, less commonly in the tibialis
clinically or electrically after repetitive test- anterior and extensor digitorum muscles,
ing.101 Additional features include early and least frequently in the proximal and
frontal baldness, cataracts, gynecomastia, paraspinal muscles. In adults, the test
testicular or ovarian atrophy, and cardiac helps to determine whether a patient with
conduction defects. Neurogenic features mild distal weakness and atrophy has my-
also occur as part of the generalized mem- otonic dystrophy.428 Patients with partial
brane abnormality. These include occa- syndrome, however, lack clinical or elec-
sional hypertrophy of peripheral 472 nerves52 trical evidence of myotonia.348 During in-
and eye movement abnormalities. fancy and early childhood, patients may
Maternal transmission results in a high have neither characteristic clinical my-
incidence of the congenital form of the dis- otonia nor myotonic discharge.125 Needle
ease characterized by poor feeding, respi- studies may show a myopathic process
ratory distress, and facial diplegia. In this with low-amplitude, short-duration, poly-
distinct entity, called congenital myotonic phasic motor unit potentials.72 Surface
dystrophy, neuromuscular and systemic recording reveals abnormal decrements in
manifestations develop during the neona- the first seconds of sustained contrac-
tal period in offspring of mildly affected tion.92
mothers.184,185,220,437 The most char- Other electrophysiologic abnormali-
acteristic symptoms during pregnancy in- ties include mildly slowed motor as well
clude reduced fetal movements and poly- as 25,211.257,274,303,377,383
sensory nerve conduction veloci-
hydramnios. In the neonatal period, in- ties, a striking TC-
fants have generalized hypotonia, facial duction in the number of functioning mo-
weakness, hyporeflexia, and feeding and tor units,211,280 and decreased velocity of
respiratory difficulties. These symptoms the visually guided saccades correlated
greatly diminish after a few weeks, al- with the prolonged visual evoked poten-
though all affected children show psy- tial latencies.445 The decreased smooth
chomotor retardation.180 Some of these pursuit seen in some patients may result
hypotonic infants may have no evidence from periventricular white matter abnor-
of clinical or electrical myotonia until the malities rather than extraocular myopa-
age of 5 years or later. Weakness produces thy.51 Patients may also have a reduction
a triangular mouth in which the upper lip in heart rate response to standing and in
points upward in the middle. Many chil- blood pressure response to sustained
dren have mental retardation, clubfeet, handgrip, as well as prolonged latency to
and diaphragmatic elevation.53,95 Infants reach peak velocity of pupillary light re-
frequently die of respiratory infections. flex. All these may reflect dysfunction of
Curiously, congenital myotonia rarely skeletal and smooth muscles rather than
shows a paternal inheritance, appearing the autonomic nervous system.114 The
nearly always in children born to my- severity of the neuropathic changes does
otonic mothers. Approximately 10 percent not correlate with the degree of muscular
of all the offspring and 20 percent of af- atrophy and weakness.334 Despite slow-
fected offspring from women with my- ing of peripheral motor conduction, cen-
otonic dystrophy develop a congenital ex- tral motor conduction time may remain
pression. If a mother has previously given within the normal range105 or show only
Diseases with Abnormal Muscle Activity 825
a slight delay associated with increased nia and calf hypertrophy with little or no
threshold331 when tested by transcranial loss of strength. Muscle biopsy material
magnetic stimulation. show few or no degenerative changes. My-
Typical clinical presentation and family otonia appears in infancy or early child-
history usually suffice in diagnosing the hood, but remains mild throughout life.
condition. A DNA analysis based on the Occasional asymptomatic patients with
polymerase chain reaction technique and electromyographic evidence of myotonic
Southern blotting to estimate the size of discharge may represent sporadic cases of
the CTG repeat discloses asymptomatic Thomsen's disease. The second, more
gene carriers, who may escape detection common type, as described by Becker,34
by neurologic examination, slit-lamp test, appears in an autosomal recessive fashion
or electromyography.67 A normal gene but affects men more frequently than
contains less than 30 repeats, whereas a women. More severe myotonia develops in
myotonic dystrophy allele has more than the recessive type, although the two vari-
50 repeats. Additional confirmatory fea- eties otherwise share similar clinical fea-
tures include electrical pattern of repeti- tures.435,492 Electrical after-activity results
tive discharges, demonstration of lens in slowed relaxation of the muscle.202 In a
opacities, and a degenerative pattern in third, rare type of myotonia congenita, the
muscle biopsy, which reveals type I fiber at- patient may have, in addition to myotonia,
rophy and long chains of internal nuclei. painful muscle cramps induced by exer-
Some biopsy specimens have shown a se- cise.33 A mutation in the skeletal muscle
vere deficiency of type IIB fibers,13 which voltage-gated sodium channel a-subunit
may develop consequent to lasting myotonic gene may cause painful congenital myoto-
activity rather than genetic factors.189 In nia.379
one study, the severity of muscular weak- In myotonia congenita, symptoms often
ness correlated with the predominance of predominate in the lower limb, causing dif-
type I fibers and the reduced number of hy- ficulty in ambulation. Movements begin
pertrophic type II fibers.452 Peripheral nerve slowly and with difficulty, especially after
morphometry has shown no significant prolonged rest. Although motor function
abnormality in the cutaneous branches improves to a normal level with continued
of the common peroneal nerve.345 Ther- exercise, this warm-up phenomenon in-
apeutic trials have generally failed to in- duces no systemic effect. Thus, repetitive
duce remarkable clinical improvement, contraction of one set of muscles does not
although amitriptyline combined with ex- limber up another set of adjacent muscles.
ercise may provide some benefit.293 Despite the apparent weakness, muscle
power returns to normal once myotonia
disappears. Children commonly have re-
Myotonia Congenita stricted motor development. In some pa-
tients muscular hypertrophy develops as a
Patients with myotonia congenita charac- result of continuous involuntary exercise.
teristically show stiffening and at times Their Herculean appearance, when pre-
paralysis of the skeletal muscles during sent, stands in striking contrast with the
voluntary contraction after a period of muscular wasting in myotonic dystrophy.
rest. Genetic studies have revealed about This degree of hypertrophy, however, does
30 point mutations and 3 deletions in not appear as commonly as previously pub-
CLCN-1, the gene encoding the skeletal licized. The disease affects no other sys-
muscle chloride channel, C1C-1 on chro- tems, allowing the patient to have a nor-
mosome 7.29,30,234,475 Genetic and clini- mal life expectancy.
cal features distinguish three different va- Diagnosis depends on family history
rieties of myotonia congenita. The first and clinical features, including readily
type originally described by Thomsen450 demonstrable percussion myotonia. In
in four generations of his own family equivocal cases, exposure to cold is a use-
shows an autosomal dominant trait. The ful provocative test. Muscle biopsy mate-
disease affects both genders equally, rial reveals the absence of type IIB fibers
showing characteristic features of myoto- and the presence of internal nuclei, al-
826 Disorders of the Muscle and Neuromuscular Junction
though to a104lesser extent than in myotonic the facial muscles, no signs of mental dis-
dystrophy. Painful muscle stiffness turbance, and no striking muscular atro-
provoked by fasting or oral potassium (K+) phy.239,275,366,367,426 Despite the clinical
administration may subside after intake similarities, genetic testing differentiates
of carbohydrate-containing foods. A con- it from myotonic dystrophy based on the
tracted muscle shows electrical silence, or absence of the chromosome 19 CTG re-
a contracture, probably resulting 399,425from peat 366,367,397,398,451 The exercise test
some defect of muscle metabolism. also distinguishes the two entities.398 On
In some patients, acetazolamide alleviates needle examination, myotonic discharges
myotonia dramatically.459 Some patients worsen with heat and abate with cold, per-
with a resistance to one type of antimy- haps indicating another physiologic basis
otonic agent such as mexiletine or fo- different from that in traditional myotonic
cainide may respond well to another type syndromes.397
of sodium channel blocking agent, for ex-
ample, flecainide.379
Electromyography plays an important Paramyotonia Congenita
role in establishing the diagnosis of my-
otonia. In one study, 67% of the het- Paramyotonia congenita of Eulenburg,137
erozygous carriers of recessive myotonia transmitted by a single autosomal domi-
congenita had electrical myotonia, mak- nant gene, affects both sexes equally.32,34
ing distinction difficult from very mildly Like hyperkalemic periodic paralysis, the
affected parents with dominant myotonia responsible mutations involve the adult
congenita.121 Repetitive nerve stimulation skeletal muscle sodium channel gene on
may cause a progressive decline in suc- chromosome 17, although the abnormal-
cessively evoked muscle action potentials ity is not identical.350,351 The symptoms
as a result of increased muscle fiber re- begin at birth or in early childhood, show-
fractoriness (see Chapter 10-8). Unlike in ing no improvement with age. Paradoxi-
myasthenia gravis, the decremental ten- cally the myotonia intensifies rather than
dency continues toward the end of a train, remits with exercise,179 thus the name
with a faster rate of stimulation produc- paramyotonia. When exposed to cold, the
ing a greater change. This phenomenon patient may develop stiffness of the
occurs in any type of myotonic disorder, tongue, eyelids, face, and limb muscles.
but particularly in the Becker variety5 Electrical discharges disappear with cool-
showing a close association to the tran- ing, despite increasing muscular stiff-
sient muscle weakness considered char- ness.315,486 Thus, the cold-induced rigid-
acteristic of this entity.119 Single-fiber ity may not represent true myotonia. The
studies show a progressive decline, some- disorder closely resembles hyperkalemic
times leading to complete disappearance periodic paralysis. Attacks of flaccid
at 10 or 20 Hz direct stimulation of mus- weakness accompanied by myotonia re-
cle fibers.240,290 A small percentage of semble the spells of periodic paralysis. In
muscle fibers in normal human limb mus- various members of the same family, in-
cle may show similarly profound decre- termittent paralysis may occur without
ments in amplitude but progressive wave- myotonia, or vice versa.
form changes and conduction block Laboratory findings include elevated or
characterize myotonic fibers.458 high normal levels of serum potassium.
Acetazolamide therapy can 38 reduce my-
otonic symptoms effectively, although
Proximal Myotonic Myopathy its administration may conversely trigger
severe weakness in some patients. The li-
The characteristic features of proximal docaine derivative tocainide can also ef-
myotonic myopathy, a hereditary disor- fectively suppress myotonia, but it418may
der, include cataracts, myotonia, and pre- cause reversible agranulocytosis. -428
dominantly proximal weakness without Mexiletine, another class Ib lidocaine de-
muscle pain or atrophy. Unlike myotonic rivative, also demonstrated clinical 85,208
effi-
dystrophy, patients have no weakness of cacy in several myotonic syndromes.
Diseases with Abnormal Muscle Activity 827
sociation with thymoma and myasthenia injection of the botulinum toxin can also
gravls, raised antiacetylcholine receptor eliminate120or greatly diminish the dis-
antibody titers, and induction by penicil- charges. Diphenylhydantoin and carba-
lamine. These clinical data, taken together mazepine render beneficial effects in most
with physiological changes observed in patients16,20,205,206 but not all. Intravenous
mice injected with patients' immunoglob- administration of methylprednisolone may
ulin G suggest antibody-mediated au- also reduce the spasm.210
toimmune mechanisms, possibly directed Electromyographic abnormalities con-
to peripheral nerve potassium (K+) chan-
15,187,309,310,414,420,484 sist of fibrillation and fasciculation po-
nels. In apatient tentials and doublet, triplet, or multiple
with acquired neuromyotonia, a spinal single-unit discharges that have a high in-
epidural abscess may have triggered the traburst frequency, the frequency of the
production of the autoantibodies detected bursts themselves being irregular.310 In
during his acute illness.265 advanced stages, studies reveal charac-
In milder forms of the syndrome, the ab- teristic spontaneous discharges firing
normal activity appears restricted in degree rhythmically and continuously in all in-
and distribution, inducing focal muscle volved muscle groups. Waveforms of vary-
twitching, especially in the legs. Asynchro- ing configuration usually appear at high
nous contraction of single or multiple frequencies up to 300 Hz, representing ei-
motor units may produce generalized ther motor unit or single-fiber discharges.
myokymia.16 In a severe form, continuous A marked decrement in successive ampli-
and excessive muscle contraction may give tude results from an inability of the mo-
rise to abnormal posture, hyporeflexia, tor unit to follow rapidly recurring nerve
and the rigid arms with the wrist flexed and impulses. This high-frequency, decre-
the fingers extended. The patient moves menting discharge produces a unique mu-
slowly and deliberately, as if imitating a sical sound, "pings," that differs from
slow-motion picture. Stiffness seems to vary other spontaneous 242 potentials, including
from one movement to the next. Excessive myotonic discharge. During voluntary
sweating occurs, probably as the result of contraction, many motor units fire suc-
continuous muscle 209,253 activity. Laryngeal cessively with overlap. Artificially induced
spasm may develop. Enlarged mus- ischemia or electrical stimulation of the
cles likely reflect pseudohypertrophy. A nerve may abruptly initiate the sponta-
marked type I myoflber predominance prob- neous discharge.
ably represents conversion of type II fibers Microelectrode studies of end-plate po-
to type I fibers from continuous neuromy- tentials in an intercostal muscle biopsy
otonic stimulation.177 The patient may have have demonstrated normal miniature
an increased level of garnma-aminobutyric end-plate potentials242and no evidence of
acid in the cerebrospinal fluid.394 quantal squander. Electrophysiologic
In myotonia abnormal muscle activity abnormalities include hyperexcitability of
occurs only after voluntary or induced motor and sensory neurons seen244in some
muscle contraction. In contrast, as one of members of a patient's family, repeti-
several causes of visible myokymia, neu- tive after-discharges following each stim-
romyotonia results from spontaneously ulation of motor axons,19'20'466 and con-
occurring peripheral nerve discharges often duction46,463,487
abnormalities of the peripheral
accentuated by voluntary muscle contrac- nerve, together with the morpho-
tion. Thus, patients with neuromyotonia logic changes of intraterminal and ultra-
suffer from sustained or repetitive sponta- terminal sprouting.323 These findings sug-
neous activity of the muscle fibers. In ad- gest that the high-frequency discharge
dition, the affected muscles stiffen and fail originates at various sites along the
to relax completely following voluntary con- motor 454,466
axon and intramuscular nerve
traction. The motor activity persists dur- twigs. Increased strength-duration
ing sleep, general or spinal anesthesia, or time constant found by threshold track-
after procaine block of the peripheral ing technique may contribute to the ax-
nerve.46,205,206 Local administration of cu- onal hyperexcitability responsible for the
rare eliminates the activity. Intramuscular ectopic activity.74,266
Diseases with Abnormal Muscle Activity 831
tMty at 30-40 Hz last for 100-900 ms and facial spasm also develops as a late com-
repeat in semiregular intervals of 100 ms plication of Bell's palsy or other disorders
to 10 s (see Chapter 14-4). They do not typ- of the facial nerve, including compression
ically wax or wane despite462occasional as- of the44,318
brainstem by posterior fossa tu-
sociation with myotonia. Neither the mors and facial nerve injury.271
clinical myokymia nor the electrical coun- Involuntary twitching ordinarily begins
terpart changes substantially with sleep, in the upper and lower eyelid, spreading
volitional movement, rest, percussion, elec- gradually to involve the remainder of the
trical stimulation, or needle movement. orbicularis oculi and other facial muscles.
Reminiscent of hypocalcemic tetany, re- In advanced cases, spasm increases in
ducing serum-ionized calcium (Ca2+) en- severity and frequency, resulting in sus-
hances myokymic discharges.175,176 In tained spasms of several muscles on the
contrast, xylocaine infusion of a peripheral affected side of the face. Volitional activa-
nerve trunk blocks the discharges. Thus, tion of one muscle results in synchronous
myokymic potentials result from an alter- involuntary contraction of other muscles.
ation in membrane excitability at one of the Unlike focal convulsive twitches of the
various sites along the motor axon. face, the spasmodic contractions that of-
Myokymia occurs in a heterogenous ten follow blinking consist of simultane-
group of disorders including, most notably, ous rapid twitching in several facial mus-
Guillain-Barre syndrome60,276 and radia- cles. Less commonly, one side of the face
tion plexopathy,186,446 probably represent- may show prolonged contraction with ir-
ing a nonspecific neuronal response to in- regular, fluctuating movements. Although
jury. Other conditions associated with limb spontaneous discharges of this type
myokymia include78spinal stenosis," nerve nearly exclusively involve the facial mus-
root 307
compression, cardiopulmonary ar- cles, hemimasticatory spasm, a rare dis-
rest, subarachnoid hemorrhage,49 and order of the trigeminal nerve, may develop
neurocysticercosis.42 Metastatic tumor alone or in association with facial hernia-
that interrupts the supra-nuclear path- trophy,228,447 producing paroxysmal in-
ways descending on the facial nucleus voluntary contraction of the jaw-closing
may also give rise to myokymia.407,485 Fa- muscles unilaterally. Needle electromyog-
cial myokymia usually suggests segmen- raphy demonstrates irregular bursts of
325
tal demyelination,192 as may be seen in motor unit potentials identical in pattern
multiple sclerosis89,178,238
(see Fig. 14-12A) or to those observed in hemifacial spasm.
pontine glioma, but also com- Electrophysiologic findings suggest ec-
monly41appears in association with Bell's topic excitation of the trigeminal motor
palsy, 164syringobulbia,365 meningoradi- root or its nucleus, an abnormality anal-
culitis, and polyradiculoneuropathy ogous to hemifacial spasm.21
(see Fig. 14-12B).107,468 The diagnosis of hemifacial spasm de-
pends on visual inspection or electromyo-
graphic recording of abnormal movements.
7 HEMIFACIAL AND In clinically equivocal cases the electri-
HEMIMASTICATORY SPASM cally elicited blink reflex18,230,312 can doc-
ument synkinesis by demonstrating the
presence of RI and R2 components not
Idiopathic hemifacial spasms typically oc- only in the orbicularis oculi but also in
cur in middle age, affecting women more the orbicularis oris, platysma, or other
often than men. Vascular compression of muscles innervated by the facial nerve (see
the facial nerve may play an important Chapter 17-4, Fig. 17-11). Synkinesis
role.128,138,216,342 In one study,1 magnetic found in hemifacial spasm and in some pa-
resonance imaging and tomographic an- tients after Bell's palsy serves to differenti-
giography revealed findings consistent ate these entities from other motor disor-
with vascular compression in 65 percent ders, such as essential blepharospasm,
of the patients compared with 6 percent facial dystonia, focal seizures, and focal
in the controls. Familial hemifacial spasm myokymia. In none of these conditions does
may involve anatomic variants or anom- stimulation of the supraorbital nerve elicit
alies of the posterior circulation.97 Hemi- a blink reflex in facial muscles other than
Diseases with Abnormal Muscle Activity 833
or ectopic discharges along the motor fibers inhibitory mechanisms at multiple lev-
from excitation of the facial nucleus.385 els.481 Although the exact pathophysiol-
A possible therapeutic regimen includes ogy awaits further clarification, the mus-
carbamazepine. Botulinum toxin injection cle spasms and rigidity almost certainly
induces muscle weakness, thereby dimin- result from the effect of tetanus toxin on
ishing or abolishing the spasm without the central nervous system.
demonstrable effect on ectopic or ephaptic Some clinical and electrophysiologic
transmission in the facial nerve.163 De- findings suggest peripheral 408
nerve involve-
spite side effects that include, in order of ment in severe tetanus.158 Facial nerve
frequency, facial weakness, facial bruis- conduction studies may or may not461
ing, diplopia, ptosis, and various other show abnormalities. Increased jitter and
mild complaints,491 this preferred treat- block in single-fiber electromyography sug-
ment provided effective relief of spasm477 gest a presynaptic defect of neuromuscu-
for a mean duration of 18.9 weeks in one lar transmission in human tetanus.145
series.148 Electrophysiologic studies revealed evi-
dence of mild subclinical axonal polyneu-
ropathy in one series of 40 patients seen
8 TETANUS after recovery from tetanus.262
definition excludes such sustained move- Skeletal muscle cramps, either sponta-
ments seen in tremor, chorea, hemibal- neous or induced by ischemia or exercise,
lisms or myoclonus, and isolated muscle also accompany a broad spectrum of other
twitches associated with fasciculation po- illnesses. For example, muscle cramps
tentials or complex repetitive discharges. constitute an early feature of motor neu-
Painful cramps commonly involve the calf ron disease, sciatica, and peripheral neu-
muscles and other flexors of the lower ropathies. Patients with certain inborn
limbs in healthy subjects. Cramps start errors of metabolism may complain of ex-
after maintaining a certain posture for a ertional cramps, but not as an essential
prolonged period of time and improve by symptom. Other disorders associated with
rubbing or lengthening the muscle. Nu- muscle cramping include the syndrome of
merous predisposing factors include salt insulin resistance, acanthosis nigricans,
depletion, other causes of hyponatremia, and acral hypertrophy.296
hypocalcemia, and vitamin deficiency. Electrically, muscle cramps consist of
Most cases of cramps in otherwise asymp- high-frequency irregular motor unit dis-
tomatic individuals have no detectable charges at rates ranging from 40 to 60 Hz
underlying cause. and occasionally reaching 200-300 Hz.
Cramps occur in hereditary
115,199
cases223,248,369 They involve a large part of the muscle
and sporadic cases of the muscular synchronously, as opposed to asynchro-
pain or cramp fasciculation syndrome. nous activation of motor units during vol-
The familial variety with an autosomal untary muscle contraction. Despite effec-
dominant inheritance pattern affects both tive inhibition by nerve block or spinal
genders. The symptoms appear during the anesthesia, repetitive nerve stimulation
first or second decade. Exercise induces distal to the block still induces cramp-
painful cramps predominantly in the ing.40 These findings suggest a peripheral
hands and feet, sometimes leading to more origin. In sporadic cases of muscular pain
generalized symptoms. Involvement of the fasciculation syndrome, nerve conduction
esophagus may cause difficulty swallow- studies may show decreased conduction
ing.57 Nonfamilial types also affect either and increased distal latencies. Needle
gender, with onset of symptoms during the studies may reveal fibrillation potentials
third to seventh decades. Although painful and positive sharp waves. In one study,
cramps primarily occur in the calves, fasci- patients with familial cramps had fascic-
culations develop in the lower limbs dif- ulation potentials, high-amplitude long-
fusely. The tubular aggregates reported in duration polyphasic motor unit poten-
biopsy specimens may have some relation- tials, and low normal nerve conduction
ship with muscle cramps.247 Fasciculation velocities.248
potentials constitute the only abnormality Carbarnazepine therapy partially sup-
found in routine electrodiagnostic studies. presses hyperexcitability of the peripheral
Supramaximal stimulation of the nerve may nerve.438 Tocainide also reduces disabling
produce showers of electric potentials fol- muscle spasms and cramps associated
lowing the compound muscle action poten- with conditions characterized by neuro-
tial, which abate with application of curare muscular irritability.355 Transcutaneous
but not by nerve block.417,438 nerve stimulation may relieve severe mus-
The syndrome of progressive muscle cle cramps as reported in a patient with
spasm, alopecia, and diarrhea401,402 af- muscle hypertrophy and fasciculation po-
fects women more frequently than men. tentials.292
Painful intermittent cramps involve the
limb muscles initially and then the neck,
trunk, and mastication muscles several 12 CONTRACTURE
years later. These painful muscle spasms
originate centrally and, except for normal
serum calcium (Ca2+) levels, resemble The term contracture refers to intense me-
tetani. The symptoms begin at about age chanical muscle shortening in the absence
10 years and slowly progress, leading to of muscle action potentials. Thus, elec-
malnutrition and possibly death. tromyography reveals no electrical activity
Diseases with Abnormal Muscle Activity 837
in the contracted muscle.126 Ischemia in- Other entities associated with 174
myoclo-
duces contracture most commonly in pa- nus include Rett syndrome, akinetic-
tients with muscle phosphorylase or mus- syndrome,81 corticobasal degenera-
rigid70,373,448
cle phophofructokinase deficiencies (see tion, hereditary neuropathy with
Fig. 12-3) but also rarely in those with liability to pressure palsy,409 and post-
other conditions.247 In these entities, fail- traumatic stimulus suppressible my-
ure to produce adenosine triphosphate pos- oclonus of peripheral origin.17 Detailed
sibly2+ prohibits reaccumulation of calcium electrophysiologic analyses help elucidate
(Ca ) by the sarcoplasmic reticulum. The the origin of the discharge to identify dif-
essential steps for muscle relaxation, how- ferent forms of myoclonic jerks.410,411
ever, need further clarification (see Chap- Treatment depends on the type and usu-
ter 12-2 and Chapter 28-4). Electromy- ally consists of valproic acid, clonazepam,
ography shows normal activity during vol- and piracetam.236
untary muscle contraction. After strong ef- Abnormal sensory motor cortical dis-
fort, the muscle relaxes only slowly over a charges can cause a wide294,295,322
range of clini-
period of 10 s. During this period the stiff cal motor phenomena. Brief
muscle is electrically silent.241 Normal muscle jerks probably involve cerebral
motor unit potentials reappear if the pa- cortical mechanisms, which also accounts
tient voluntarily contracts the stiff mus- for the abnormal enhancement of so-
cle. Needle insertion or voluntary con- matosensory evoked potential (SEPs) and
traction initiates no myotonic discharge. premotor cortical potentials time locked to
Some patients without enzymatic defi- the preceding 410spontaneous or action-in-
ciency may 61develop painless exertional duced jerking. The site of abnormality
contracture. In an entity caused by a in the sensory motor cortex probably dic-
deficiency of calcium and adenosine tates the varied pattern of motor re-
triphosphatase, sarcoplasmic reticulum sponses such as stimulus-sensitive my-
had a decreased capacity to accumulate oclonus, spontaneous myoclonus, and
calcium.226 Painful contracture has ac- focal motor epilepsy. Other related enti-
companied a hereditary myopathy associ- ties of interest include cortical tremor,
ated with electromyographic signs of gen- which is defined as a type of reflex my-
eralized myotonia.399,425 Muscle stiffness oclonus associated with giant SEPs, en-
may also appear as an autosomal domi- hanced long-loop reflex, and premy-
nantly inherited condition.222,370 In these oclonus cortical spikes recorded by the
cases, muscles display an unusual sensi- jerk-locked averaging.204,328,455
tivity to stretch, manifested by rippling Various SEP studies have revealed en-
waves of muscle contraction not accom- hanced cortical excitability for 20 ms just
panied by muscle fiber action potentials. after the myoclonus, followed by sup-
Patients with certain myopathies may pression throughout the postmyoclonus
have slow muscle relaxation during repet- period.413 These findings indicate a patho-
itive nerve stimulation without accompa- logical enhanement of certain early corti-
nying electrical activity.357 cal components seen normally.412 Similar
waveforms and scalp topography imply
that the giant SEP and myoclonus-related
13 MYOCLONUS cortical spikes116may have a common,413 if
not identical, physiologic mechanism.
In reflex reticular myoclonus, the com-
Cortical, subcortical, spinal, and, less fre- plete movement pattern may reside in the
quently, peripheral lesions can induce jerk-generating subcortical structure.362
myoclonus, defined as a sudden, brief, Post anoxic myoclonus also belongs in
involuntary muscular contraction.321,411 this category.439 A single neural rhythm
Myoclonus occurs in a group of heteroge- generator may produce both positive and
neous disorders such as progressive negative myoclonus as documented333 in a
myoclonus epilepsy of Unverricht-Lundborg, patient with a pontine hemorrhage.
Lafora body disease, and myoclonus Paroxysmal axial spasm arises in pro-
epilepsy with ragged red fibers.91,153,297 priospinal systems intrinsic to the spinal
838 Disorders of the Muscle and Neuromuscular Junction
cord.66 This type of spinal myoclonus may lateral parkinsonian tremor 111
and bilat-
218
also present as thoracoabdominal muscle erally for essential tremor.
jerks showing rostral propagation.93,94 Seg- Mechanical factors such as changing
mental myoclonus may arise in the spinal hand position determine the peak fre-
cord after various viral infections, includ- quency of physiologic tremor.190,195 Motor
ing herpes zoster radiculitis. Usually ab- unit synchronization provides the me-
normal movements follow the rash but my- chanical basis for higher amplitude phys-
oclonus may precede herpes zoster iologic tremor.256 Topical anesthesia may
involving the same segments.235 Studies of suppress the tremor amplitude and the
lumbosacral SEPs by paired stimulation associated electric activity.347 Tremor as-
have revealed increased spinal cord ex- sociated with some polyneurpathy results
citability in a patient with rhythmic seg- from minimal weakness and possibly im-
mental myoclonus.122 pairment of the stretch reflex, both of
which increase central drive and enhance
physiologic temor.393
14 TREMOR Symptomatic tremors have varied patho-
physiologies. Patients with anti-myelin-
associated glycoprotein peripheral neu-
Tremor can be divided clinically into three ropathy often develop a distinct form of
types: (1) the rest tremor seen in Parkin- neurogenic tremor.339 Distal ulnar neu-
son's disease, (2) the intention or ataxic ropathy at Guyon's canal may initiate
tremor representing dysmetria seen dur- finger tremor.429 Delayed and enhanced
ing voluntary movement, and (3) the pos- long-latency reflexes may induce pos-
tural tremor seen during a maintained tural tremor in late cerebellar atrophy.279
limb position. Of these, both intention and Rhythmic olivocerebellar discharges can
postural tremor occur during voluntary cause tremorogenic excitation and inhibi-
muscle activation, thus the joint name ac- tion of postural electromyographic activ-
tion tremor. Postural tremor has three ity in the upper limbs as reported in one
subdivisions based on the underlying patient with palatal myoclonus and pro-
mechanism: (a) physiologic tremor ac- gressive ataxia.132
centuated by stress, drugs, and toxins; Essential tremor is one of the most com-
(b) symptomatic tremor associated with mon adult neurologic disorders, although
various disorders such as hereditary mo- its estimated prevalence varies a great deal
tor and sensory neuropathy, dystonia, depending mostly on the choice of diag-
parkinsonism, myoclonus, vitamin E de- nostic criteria.140,258,259 Early essential
ficiency, and other metabolic conditions; tremor qualitatively resembles the 8-12 Hz
and (c) essential tremor consisting of au- component of physiologic tremor, but ad-
tosomal dominant and sporadic varieties. vanced essential tremor has a frequency of
Accelerometric recording and spectral 4-8 Hz.131 Two subtypes of essential tremor
analysis help classify hand tremor by es- have emerged based on pharmacological
tablishing amplitude and frequency char- response to propranolol and electrophysio-
acteristics (see Chapter 13-8).23,79,147,168 logic studies, including polygraphic record-
Increasing evidence indicates the in- ing and long-latency reflex.117 The under-
volvement of the cerebellum in the gener- lying mechanism of essential tremor,
ation of parkinsonian rest tremor, which however, remains enigmatic with some
may depend on the interaction between ni- conflicting reports, for example, abnormally
grostriatal, pallidothalamic, and cerebel- reduced physiologic reciprocal inhibition of
lothalamic systems.261 If so, degeneration the forearm flexor muscles reported in one
of the substantia nigra would cause aki- study286 but not in another.386 Despite its
nesia and rigidity, whereas involvement of name, orthostatic tremor is not purely re-
the adjacent ventromedial tegmentum pro- lated to the upright posture.449 This tremor
vokes tremor. In support of this view, shifts from low to high frequencies with
positron emission tomography studies forceful muscle contractions,283 making it
showed enhanced regional cerebral blood distinct from essential tremor clinically and
flow in the cerebellum ipsilaterally for uni- electrophysiologically.
Diseases with Abnormal Muscle Activity 839
Transcranial magnetic stimulation re- longed rest.13° Dysesthesias in the legs ei-
sets both essential tremor and postural ther closely precede or follow occurrences
tremor in Parkinson's disease, implicating of irresistible leg movements.341 Periodic
the role of the intracortical structure in movements may occur in sleep, although
their generation.336 Patients with essen- the frequency decreases from wakefulness
tial tremor have normal cortical excitabil- to sleep stages 1 and 2.305 The syndrome
ity judged by the silent period that shows may precede clinical and electrophysio-
a similar duration as in control subjects.376 logic evidence of a peripheral neuropa-
Established treatments for essential tremor thy.395 In one series,203 eight consecu-
include propranolol and primidone,24 and tive patients seen with the primary com-
as an alternative to medication, streotactic plaint of leg movement had mild axonal
surgery. Some advocate botulinum toxin neuropathy. In another study,391 5.2 per-
injection to cervical and forearm muscle to cent of patients with polyneuropathy had
control head and hand tremor.214 This prominent symptoms of restless legs. In
toxin may restore presynaptic inhibition of most patients, muscle contractions show
Group IA afiferents in patients with essen- a constant order of propagation, de-
tial tremor.300 scending or ascending the spinal seg-
ments.457 This and other electrophysio-
logic patterns seem to indicate the spinal
15 MIRROR MOVEMENT origin of the involuntary limb movements.
Treatment with dopaminergic agonists
may provide effective relief of the symp-
In congenital mirror movements, elec- toms.
tromyographic studies show normal tem-
poral characteristics, response latency,
duration, and recruitment pattern on the 17 DYSTONIA
normal and mirror sides. These findings
suggest a similar motor command for both
voluntary and mirror movements.151 Neu- The term dystonia can describe a clinical
rophysiologic studies suggest as one of the sign, a symptom, or a syndrome. Dysto-
possible mechanisms of mirror move- nia has two characteristic features dis-
ments abnormally branched fast con- tinct from other involuntary movements,
ducting corticospinal tract fibers that pro- sustained muscle contractions, inducing
ject to motor neuron pools on both sides abnormal posture, and the twisting na-
of the spinal cord.142,278 A shortened con- ture of abnormality giving rise to torsional
tralateral silent period seen in this condi- movement, as implied by the phrase tor-
tion may imply an abnormal bilateral ac- sion dystonia. The symptom may appear
tivation of the hand motor cortex causing secondary to other neurologic conditions
an early recovery of background activity such as structural lesions of the basal
via non-stimulated motor cortex.96 In one ganglia, cerebral palsy, and exposure to
case, a unilateral stretch of distal but not toxins, but more commonly without an
proximal arm muscles gave rise to bilat- identifiable underlying cause showing an
eral long-latency reflex.143 This finding in- estimated overall prevalence of 329 per
dicates that a transcortical mechanism million, including 294 focal dystonia
plays a role in the generation of long-la- cases.320,480 Primary torsion dystonia con-
tency stretch reflexes in distal but not in sists of generalized dystonia, formerly
proximal arm muscles. known as dystonia muscu/orum deformons,
focal dystonia such as blepharospasm, tor-
ticollis, and writer's cramp, the three main
16 RESTLESS LEGS SYNDROME entities encountered in practice, and mul-
tifocal or segmental dystonia. Dystonia-
plus syndromes comprise the phenotype of
Patients with restless legs syndrome have dystonia and additional neurologic fea-
an uncontrollable urge to move the legs tures, for example, myoclonus for my-
when lying in bed or during periods of pro- oclonic dystonia, parkinsonism for dopa-
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APPENDICES
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Appendix 1
ETHICAL CONSIDERATIONS
IN CLINICAL PRACTICE
Ethical principles in medical practice were A clinical research project requires the
established to protect the rights of pa- approval of an Institution Review Board.
tients, as summarized in an updated ver- A written informed consent for the proto-
sion of "Fundamental Elements of the col should include declaration of external
Patient-Physician Relationship" pub- sponsorship and compensation to the
lished by the Council of Ethical and Ju- consultant, if any.
dicial Affairs of the American Medical As- A physician should not charge an ex-
sociation.13 To ensure high standards of cessive fee for the electrophysiologic ex-
medical practice and to enforce technical amination and should not bill for un-
and ethical standards for practitioners, necessary services. As a guideline, a rea-
the American Association of Electrodiag- sonable fee should reflect the difficulty of
nostic Medicine (AAEM) has also pub-1 the technique, the skill and time required
lished a series of news and comments,
2,4-6,9,11,12
for the study, customary charges in the
guidelines, position state- locality for similar services, the experience
ments,3,7,10 and a summary of the cur- of the physician, and the quality of the ex-
rent recommendations.11,12 This appen- amination. In addition, each laboratory
dix briefly reviews important aspects of should consider setting an appropriate
these documents, whose general princi- upper limit for the total amount of charge
ples apply to any practice in electrodiag- per patient. The AAEM guidelines2,3,11,12
nostic medicine. Specific details may, outline a maximum number of specific
however, differ from one place to another tests necessary for a physician to arrive
in such areas as consultant-patient rela- at a diagnosis in at least 90 percent of
tionships, conflicts of interest related to cases, thus establishing reasonable
clinical research, compensation for elec- charges in most instances. The fee scale
trodiagnostic services, and professional should conform to the principles of the
misconduct.13,14 current environment to contain costs.
A medical consultant must recognize a Thoughtfully written reimbursement
patient's right to receive information guidelines will positively impact the pa-
about the benefits, risks, and costs of an tient care. Poorly written policies may lead
examination, to refuse all or part of the to poor medical judgments based8 on in-
electrophysiologic examination, and to adequate information. The AAEM recom-
ask for a copy of the summary of the med- mends the following minimum standards:
ical report. The patient's medical needs
should constitute the sole indication for 1. Electrodiagnostic testing must be
the performance of electrodiagnostic ser- medically necessary.
vices, not their race, religion, nationality, 2. Testing must be performed with elec-
or gender. A particular diagnosis, specif- trodiagnostic equipment that provides as-
ically one related to human immunodefi- sessment of all aspects of the recorded
ciency virus infection or another commu- signals. Studies performed with devices
nicable disease, must not preclude designed only for "screening purposes"
electrodiagnostic evaluation if indicated rather than diagnosis are not acceptable
for the care of the patient. under this policy.
859
860 Appendices
3. The number of tests performed must icine: Guidelines for ethical behavior relating to
be the minimum needed to establish an clinical practice issues in electrodiagnostic med-
icine. Muscle Nerve 17:965-967, 1994.
accurate diagnosis. 3. American Association of Electrodiagnostic Med-
4. Nerve conduction studies must be ei- icine Conference on Current Terminology Cod-
ther (1) performed directly by a physician ing. Response to Medi-Care B Bulletin No. 93-
or (2) performed by a trained individual 09. American Association of Electrodiagnostic
under the direct personal supervision of Medicine, Rochester, MN, April 18, 1994.
4. American Association of Electrodiagnostic Med-
a physician. Direct personal supervision icine, Nora LM: Guidelines in electrodiagnostic
means that the physician is in close phys- medicine: Implanted cardioverters and deflbril-
ical proximity to the electrodiagnostic lab- lators. Muscle Nerve 19:1359-1360, 1996.
oratory while testing is underway, is im- 5. American Association of Electrodiagnostic Med-
icine: Guidelines for establishing a quality as-
mediately available to provide the trained surance program in an electrodiagnostic labora-
individual with assistance and direction, tory. Muscle Nerve 19:1496-1502, 1996.
and is responsible for selecting the ap- 6. American Association of Electrodiagnostic Med-
propriate nerve conduction studies to be icine, Jablecki C, Andary MT, Di Benedetto M,
performed. Horowitz SH, Marino RJ, Rosenbaum RB,
Shields RW, Stevens JC, Williams FH: Guide-
5. Needle studies must be performed by lines for outcome studies in electrodiagnostic
a physician specially trained in electrodi- medicine. Muscle Nerve 19:1626-1635, 1996.
agnostic medicine, as these tests are per- 7. American Association of Electrodiagnostic Med-
formed and simultaneously interpreted. icine: Proposed Policy for Electrodiagnostic Med-
icine. American Association for Electrodiagnos-
Adopting the American Medical Associ- tic Medicine, Rochester, MN, 1997.
ation's Principles2 of Medical Ethics, the 8. American Association of Electrodiagnostic Med-
icine, Chaudhry V: Technology review: nervepace
AAEM guidelines state that "consultants digital electroneurometer. Muscle Nerve 20:
should not knowingly ignore a colleague's 1200-1203, 1997.
incompetence or professional miscon- 9. American Association of Electrodiagnostic Med-
duct" in order to protect the public from icine: Guidelines in Electrodiagnostic Medicine.
American Association of Electrodiagnostic Med-
an impaired physician. The AAEM has in icine, Rochester, MN, 1998.
place a mechanism to conduct a formal 10. American Association of Electrodiagnostic Med-
hearing on charges of professional mis- icine, Bierner SM, Chauplannaz G, Goodnough
conduct and to pursue a disciplinary DJ, Lachman T, Lewis R, Melvin JL, Myers SJ:
process based on established policies and "Any Willing Provider" position statement. Mus-
cle Nerve 21:250-251, 1998.
procedures. Each practitioner must main- 11. American Association of Electrodiagnostic Med-
tain the highest of standards in ethical icine: Suggested Guidelines for Electrodiagnos-
conduct and adhere to the enforcement tic Medical Consultations. American Association
policies for fairness and due process. of Electrodiagnostic Medicine, Rochester, MN,
1999.
12. American Association of Electrodiagnostic Med-
icine: Guidelines in Electrodiagnostic Medicine.
Muscle Nerve Suppl 8, 1999.
REFERENCES 13. Miller RG: Ethics and Electrodiagnostic Medi-
cine. American Association of Electrodiagnostic
Medicine, Plenary Session II: Special Topics in
1. American Association Electrodiagnostic Medi- EMG Practice, San Francisco, CA, September
cine: News and Comments, FDA Public Health 30, 1994. American Association of Electrodiag-
Advisory: Unsafe electrode lead wires and pa- nostic Medicine, Rochester, MN.
tient cables used with medical devices. Muscle 14. Miller RG, Nora LM: Written informed consent
Nerve 565-266, 1994. for electrodiagnostic testing: Pro and con. Mus-
2. American Association of Electrodiagnostic Med- cle Nerve 20:352-356, 1997.
Appendix 2
FUNDAMENTALS OF
ELECTRONICS
1. INTRODUCTION
2. ELECTRICAL CONCEPTS AND MEASURES
Charge
Voltage
Current
Resistance
Power
3. ELECTRIC CIRCUITS AND CIRCUIT LAWS
Circuits and Schematics
Resistors in Parallel
Resistors in Series
Voltage Dividers
4. CAPACITANCE
RC Time-Constant Circuit
Capacitors in Parallel
Capacitors in Series
5. INDUCTANCE
Magnetic Fields and Magnetism
Magnetic Inductance
RL Time-Constant Circuit
Inductors in Series and Parallel
Transformers
6. AC CIRCUITS
AC Circuit Laws
Impedance and Reactance
AC Power
7. FILTERS
8. SOLID-STATE DEVICES
Active and Passive Circuit Elements
Diodes
Transistors
Integrated Circuits
9. DIGITAL ELECTRONICS
Digital and Analog Circuits
Mathematical Logic
Binary Number System
Representations
861
862 Appendices
4 CAPACITANCE
difference, a fixed voltage difference is es- source causes a momentary surge of cur-
tablished between the conducting regions. rent while one plate acquires a positive
The physical properties of the noncon- charge and the other, a negative charge.
ducting material and the geometry of the When the voltage across the capacitor
regions determine the amount of voltage equals the voltage source, no current
for a given charge. The constant charge- flows. When the voltage source is discon-
to-voltage ratio is called the capacitance. nected, the charges remain on the plates
Different insulating materials, like air, and the voltage remains across them. If
glass, or plastics, affect the capacitance, connected to a resistor, the charged ca-
compared with that of a vacuum. The elec- pacitor can supply current until its charges
tric field polarizes atoms or molecules of dissipate.
the dielectric material. Their alignment With a constant current into a capaci-
with the field reduces the voltage for a tor, the charge and the voltage increase
given charge, increasing the capacitance linearly with time. A current of 1 amp
ratio. Some materials yield several thou- charges a 1 farad capacitor linearly to 1
sand times the capacitance of a vacuum, volt in 1 second, a total charge of 1
the ratio called the dielectric constant coulomb. Because current is the time rate
A capacitor, a two-terminal circuit ele- of charge, the rate of change (derivative)
ment, provides a certain amount of ca- of voltage across a capacitor is propor-
pacitance between its terminals. Although tional to its current. Put another way, the
many geometries of construction are voltage across a capacitor is proportional
used, the capacitor is often conceptual- to the integral of the current through it.
ized as two parallel, rectangular plates of This is a mathematical way to define the
metal separated by an insulator. As in Ap- capacitive circuit element.
pendix Figure 2-4, the schematic symbol The property of having this voltage/cur-
for a capacitor is two separated, parallel rent relationship, or the ability to store
plates. The unit of capacitance, a farad charge, is useful in many electronic cir-
(F), equals one coulomb per volt. This is cuits. A capacitance tends to oppose
a very large unit in most typical electronic rapid changes of voltage across it, be-
work. A 1 farad parallel-plate capacitor cause that requires large currents. A cer-
with 1 mm air dielectric would have plates tain amount of capacitance exists be-
about 10.5 km square. More common tween any two insulated conductors, for
units of capacitance are the microfarad example, between power lines on a pole
(uf = 10-6 F), nanofarad (nf = 10-9 F), and the earth. This "stray" capacitance
and picofarad (pf = 10- 12 F). must frequently be considered in elec-
Connecting a capacitor across a voltage tronic circuits. In the electrophysiology of
excitable membranes, the capacitance of
the membrane plays a considerable part.
The very thin membrane, separating re-
gions of fluid with different potentials,
forms a relatively large capacitance be-
tween the interior and the exterior of the
cell: on the order of 1 /xf/cm2. This cell
membrane capacitance plays a major role
in the timing of cell depolarization and re-
polarization.
RC Time-Constant Circuit
Appendiz Figure 2-4. The paralell-plate capacitor Consider a charged capacitor suddenly
and the schematic symbol for capacitance. Capaci- connected in parallel with a resistor (App.
tance is proportional to the area of the plates and
inversely proportional to the distance between them. Fig. 2-5). At any instant, the current
The constant depends on the insulating material be- equals the voltage divided by the resis-
tween the plates. tance. The charge on the capacitor will
Appendix 2: Fundamentals of Electronics 867
Appendix Figure 2-6. RC discharge voltage curve. Appendix Figure 2-7. Capacitors in parallel. The
After one time constant, the voltage is about 37 per- equivalent capacitance is the sum of the individual
cent of its initial value. capacitances.
868 Appendices
Magnetic Inductance
5 INDUCTANCE The name inductance comes from "in-
duce." A time-varying magnetic field will
induce current in a closed conducting
Magnetic Fields and Magnetism loop. A varying current in one coil induces
a voltage across the open ends of another
A moving charge has an associated mag- coil in the same field. This is called mu-
netic field. "Magnetic field" has no better tual inductance. A changing magnetic field
theoretical explanation than "charge." will also induce a current flow within any
Like charge, it has axiomatic descriptions conducting material in the region of the
in terms of observed forces and electrical field. Magnetic stimulation in electromyo-
interactions. Historically, the laws of mag- graphy relies on this principle to induce
netics arose empirically to form a consis- excitation current within the body fluid.
tent quantitative theory of the phenom- The increasing magnetic field of a coil
Appendix 2: Fundamentals of Electronics 869
with increasing current induces a voltage over the rate of current change, has units
across the same coil, with a polarity that of volts per amp-per-second or volt-sec-
reflects the energy absorption. The de- onds per amp, called henries. One henry
creasing magnetic field of a decreasing of inductance has a 1 volt differential
current induces a voltage across the coil, when its current has a gradient of 1 amp
with a polarity that reflects energy return. per second. This is a large unit in many
This phenomenon is called self-induc- applications (except power transformers),
tance. and the units of millihenry and micro-
An inductor is a two-terminal circuit el- henry are commonly used. A coil of 50
ement providing a certain amount of in- turns of wire on a nonmagnetic core 2 cm
ductance. Generally made from coiling long and 1 cm2 in area has an inductance
some wire around a form or core, the two of about 15 microhenries.
ends of the wire coil become the two ter- A coil in a vacuum has a certain in-
minals. A coiled wire is the schematic trinsic inductance for a given geometry.
symbol for inductance, as in Appendix The same coil wound around various ma-
Figure 2-9. The common symbol for terials may have more or less inductance
amount of inductance in equations is "L" than in a vacuum, depending on how the
(derivation unknown). Coiling a wire in- atoms interact with a magnetic field and
creases the inductance to a useful level, how well the material conducts induced
although any conductor carrying current currents. Like the dielectric constant in
has some inductance. An ideal inductor capacitors, the property called magnetic
has zero resistance between the termi- permeability changes the amount of en-
nals, and the inductance value is inde- ergy stored for a given current. Noncon-
pendent of current. In real inductors, the ducting ferromagnetic materials have high
wire has some resistance, and the core permeability. Some materials have rela-
material has different magnetic properties tive permeabilities of several thousand.
at different field strengths, making the in- Inductors wound on high-permeability
ductance nonlinear. Inductors are less cores have a useful property, their mag-
frequently seen in most electronic circuits netic fields concentrated primarily within
than capacitors. the core. The magnetic permeability of
With zero resistance in an ideal induc- materials varies greatly, however, with
tor, the only voltage across its terminals magnetic field strength; the core tends to
is that induced by a changing magnetic "saturate" and lose permeability as the
field. If we assume no magnetic fields from field strength increases. This makes the
any other circuits, the inductor voltage is inductance vary with current and makes
directly proportional to its rate of current circuits using such an inductor nonlin-
change. Inductance, the ratio of voltage ear.
RL Time-Constant Circuit
As a circuit element, the ideal inductor
has a voltage proportional to the deriva-
tive of its current or a current proportional
to the integral of its voltage. This volt-
age/current relationship is another way
of defining an inductor as a circuit ele-
ment. Inductance in a circuit tends to op-
pose rapid changes in current, because
that requires large voltages. Consider a
series circuit of a resistor and an induc-
Appendix Figure 2-9. An Inductance and its
tor (App. Fig. 2-10) suddenly connected
schematic symbol. Because of energy storage in its to a voltage source (at t = 0). The sum of
magnetic field, the voltage across an inductance is the resistor and inductor voltages equals
proportional to the rate of change of its current. the source, a constant. The inductor volt-
870 Appendices
Appendix Figure 2-10. RL time-constant circuit. which is the same relationship as for re-
The current in the inductor rises exponentially to its sistors in parallel.
final value. The magnetic field around an inductor
carrying current represents some stored
energy, equal to the work required to es-
age equals the source voltage minus the
tablish the field. In an lossless inductor,
current times the resistance. The induc-
this same amount of energy is available
tor voltage also equals the derivative of the
for release to the rest of the electric cir-
current times the inductance. Analogous cuit. It can be shown that the energy
to the capacitor discharge (above), a dif- stored in inductance "L," with current "I,"
ferential equation describes the resulting equals: LI2/2
current, an exponential rise to the final
value. Expressing this mathematically:
Transformers
Two coils sufficiently close together that
whose solution is their magnetic fields occupy significant
common space have mutual inductance
between the separate coil circuits. A
where T = L/R, with units of seconds, is changing current in one coil induces a
the time constant of the circuit. voltage in the other. The transformer, a
At first, the current is zero, and the full common electronic circuit component,
voltage appears across the inductor. The utilizes this effect. When both coils are
current in an inductance cannot change wound on a highly permeable core, the en-
instantaneously. Then the current rises ergy coupling between the two becomes
exponentially to its final value of E/R, very efficient. Power transfers from one
while the inductor voltage goes to zero. coil to the other with little loss. Trans-
formers proportionately increase or de-
crease voltages or currents, and they cou-
Inductors in Series and Parallel ple energy from one circuit to another
without a charge conducting path.
Consider circuits that have two inductors An ideal transformer, a four-terminal
in parallel or in series under the condi- circuit element, multiplies the voltage
tion that the two fields do not significantly across two of the terminals by a constant,
overlap (not coupled). Two inductors in se- the turns ratio, to the other two terminals.
ries have the same current, the same de- Because power remains the same, the
rivative of current, and the same polarity current is divided by the same constant.
of voltage in relation to the current. There- Two of the terminals are one coil, often
fore, the voltage across the series combi- called the "primary" winding, and the
nation is the sum of the voltages across other two terminals are the "secondary"
each, and the equivalent inductance winding, with infinite resistance between
equals the sum of the individual induc- the windings (App. Fig. 2-11).
tances (the same relationship as resistors Practical transformers have limitations
in series). of power loss, maximum power capability,
Appendix 2: Fundamentals of Electronics 871
Appendix Figure 2-11. Transformer symbols. The odic. For example, the potential between
ideal transformer and a simple linear model of a real a pair of skin electrodes has a nonzero av-
transformer. erage value attributable to metal/elec-
trolyte interfaces. Subtracting this aver-
age value leaves the AC component, a
and frequency of fluctuations. Real wind- varying potential that includes biopoten-
ings have some resistance in the wire. tials, noise, and interference.3
Core materials lose their effective perme-
ability at higher frequencies of field fluc-
tuation. Also, at very low frequencies, AC Circuit Laws
losses become greater than the energy
transfer, and transformers become im- DC circuit theory, the circuit laws and cal-
practical. In the limit, a constant current culations considered above, extends to
in one coil does not induce any voltage in circuits excited by AC sources. A sinu-
the other. soidal source causes sinusoidal voltages
and currents of the same frequency
throughout any linear circuit. One can
6 AC CIRCUITS represent such values in the circuit by
amplitude and phase information only.
The common measure of AC amplitude,
The term "AC," for alternating current, has the "RMS value," stands for root mean
two meanings in electronics. The literal square, the square root of the time aver-
meaning refers to voltages or currents age of the waveform squared. The RMS
that reverse in polarity at regular inter- amplitude of a voltage or current equals
vals, especially sinusoidal waveforms. The the constant (DC) magnitude that has the
output of a rotating generator or alterna- same power, that is, the same heating ef-
tor has a sinusoidal shape. A coil rotat- fect in a resistor. Referring to an ordinary
ing in a fixed magnetic field generates volt- outlet as "110 volts" means that the AC
age proportional to the sine of the angle potential has an RMS value of 110 volts.
between the coil plane and the field. This This sinusoidal voltage typically has a fre-
kind of AC, as shown in Appendix Figure quency of 60 cycles per second (called
2-12, is completely characterized by a fre- Hertz), with peak voltages of about +155
quency, an amplitude, and a "phase." The volts and -155 volts during the cycle.
phase specifies the time shift of the wave-
form, in degrees of angle (360 degrees =
1 cycle), relative to a reference sine wave Impedance and Reactance
of the same frequency.
Another common meaning for "AC" in In purely resistive AC circuits, the phase
electronics is that portion of a fluctuating of all voltages and currents remains the
voltage or current with zero average value same. One can solve for the AC values ex-
over a long time as opposed to the "DC" actly as with DC circuits, by using RMS
(for direct current) component, which is the amplitudes. For example, in the headlight
long-term average value. AC fluctuations circuit of Appendix Figure 2-1, if the volt-
could be complex, random, or nonperi- age source was 12 volts AC (RMS), then
872 Appendices
7 FILTERS
Appendix Figure 2-15. Ideal and practical filter re- Appendix Figure 2-17. RC low-pass filter-network.
sponse curves. A. Low-pass. B. High-pass. A. Schematic. B. Attenuation curve. C. Phase curve.
bass and treble tone controls or graphic dix Figure 2-17B shows its attenuation
equalizers in stereo music systems. The curve. At very low frequencies the capac-
most common types of filters are low-pass itor has high impedance and causes neg-
(high-cut), high-pass (low-cut), band-pass ligible attenuation. At very high frequen-
(low- and high-cut), and notch (center- cies the capacitor impedance approaches
cut) filters. Appendix Figure 2-15 shows zero, as does the output magnitude. The
real and ideal response curves for high- transition from pass-band to stop-band
pass and low-pass filters. occurs gradually, with no sudden discon-
Complex signals composed of a spec- tinuities in real filters. The frequency
trum of frequencies, such as a voice sig- where the attenuation ratio equals 0.707
nal or a compound action potential, can (-3 dB) is called the "break" or "corner"
often only be described as a graph of com- frequency, where output power equals one
ponent magnitudes versus frequency. half of the input power. This is also the
Multiplying such a graph times the at- frequency where the magnitude of the ca-
tenuation curve of a filter, point by point pacitive reactance equals the resistance,
in frequency, yields the frequency spec- leading to the break frequency equation
trum of the output signal passed through in Appendix Figure 2-17B. This comer fre-
the filter, as shown in Appendix Figure quency is generally taken as the cutoff
2-16. point, making the pass band of the low-
The simple RC network in Appendix Fig- pass filter from DC (0 Hz) to the break
ure 2-17A forms a low-pass jitter. Appen- frequency.
To specify a filter response curve com-
pletely, one must also specify the phase of
the output relative to the sine wave input
at each frequency. Appendix Figure 2-17C
shows the phase response of the RC low-
pass filter. Note that significant phase shift
occurs at frequencies where the amplitude
attenuation is still relatively insignificant.
A negative (lagging) phase indicates a de-
lay in the sine wave response and, indeed,
in the time response to a transient signal.
Lowpass filters increase the latency of fast
peaks and limit the speed of transition at
the output, or the rise and fall times of a
"square-wave" input. Appendix Figure
Appendix Figure 2-16. Frequency-domain effects 2-18 shows the effect of low-pass filtering
of band-pass filtering. on a calibrating signal.
874 Appendices
Appendix Figure 2-18. Time-domain effects of low- Appendix Figure 2-20. Effect of high-pass filter on
pass filtering. Note the slowing of abrupt transitions square-wave (calibrating) signal.
in the square-wave (calibrating) signal, creating a de-
lay.
These simple RC high- and low-pass fil-
ters, called first order, have an attenua-
The RC network of Appendix Figure tion slope in the stop band proportional
2-19A forms a simple high-pass filter, with to frequency; attenuation doubles at each
the attenuation curve shown in Appendix octave of frequency. Higher order filters
Figure 2-19B. At very high frequencies the can have more abrupt descent into the
capacitor has low impedance and causes stop band, but also have greater phase
negligible attenuation. At very low fre- shift in the pass band and sharper phase
quencies the capacitor impedance be- transitions near the corner frequency.
comes very large, and the output ampli- Higher order or multistage filters can have
tude approaches zero. The break frequency complex, biphasic responses to sharp
of this high-pass filter has the same value transitions or spikes, which may mimic or
as the RC low-pass filter (above). mask physiologic responses.
The phase response of this high-pass fil- Band-pass filters are low-pass and
ter (App. Fig. 2-19C) has a phase lead of high-pass filters combined, with overlap-
45 degrees at the corner frequency, an ef- ping pass bands in the center. With a
fective negative delay for steady-state sine wide pass band, the two corner frequen-
wave inputs. This apparent anticipation is cies far apart, frequencies in the middle
indeed seen as reduced latency for tran- have little attenuation or phase distor-
sient signals with high-pass filtering, not tion. As the two corners become close to-
that the circuit could create a negative de- gether, making a narrow pass band,
lay, but because the attenuation of slowly phase shifts become significant and com-
varying components causes the response to plex in the pass band, causing distortion.
peak earlier at reduced amplitude. High- Sharp LC band-pass filters are used at
pass filters suppress a slowly varying base- radio frequencies for tuning. Amplifiers
line shift and cause a droop in the response for electromyog-raphy and other electro-
to square-wave signals, such as the cali- physiologic studies use wide band-pass
bration signal in Appendix Figure 2-20. filters, with adjustable low- and high-
frequency cutoffs, to eliminate baseline
shifts, undesirable components, and ex-
cessive noise.7,9,11
Notch filters pass all frequencies except
a small band. The common notch filter
encountered in electrophysiology is the
"60 Hz filter," generally optional to reduce
power line interference. Appendix Figure
2-21 shows a typical 60 Hz notch filter
amplitude and phase response. Although
good filters have extremely narrow ampli-
tude notches, the phase distortion can be
significant over a much broader band. In
electromyography, the use of notch filters
should be limited to cases where no
recording would be obtained otherwise
Appendix Figure 2-19. RC high-pass filter network. and the resulting measurements qualified
A. Schematic. B. Attenuation curve. C. Phase curve. in that light.10
Appendix 2: Fundamentals of Electronics 875
Appendix Figure 2-21. Amplitude and phase curves Appendix Figure 2-22. V/I curve of a semicon-
for 60-Hz notch filter. ductor diode.
the output circuit. Field-effect transistors Transducers provide analog electrical sig-
(FETs) employ a different mechanism. The nals from various physical phenomena
input voltage creates an electrical field, such as pressure, oxygen concentration,
which modulates the transistor conductiv- light, temperature, muscle force, and so
ity in the output circuit, allowing large out- forth. Biopotentials are analog electrical
put currents to be controlled with very lit- fluctuations proportional to electrochem-
tle input current (or power). CMOS ical activities.
(complementary metal oxide silicon) tran- An electrical circuit ascribed to digital
sistors are a type of FET, with the input purposes has a discrete number of
insulated by silicon dioxide (glass). "states" represented by voltages or cur-
Transistors replaced vacuum tube am- rents within a certain range. For example,
plifers because of their smaller size and a wire from a switch to monitor the posi-
much greater power efficiency. Many elec- tion of a microwave oven door could have
tronic applications, such as calculators a potential in the range of 0 to 2 volts with
and computers, were very impractical or the door closed and in the range of 3 to
impossible with vacuum tube circuits, but 5 volts with the door open. The circuit de-
became practical, reliable, and inexpen- sign should keep the "door state" signal
sive with transistors. within the specified limits over all rea-
sonable conditions of variability, such as
temperature, supply voltage, and manu-
Integrated Circuits facturing tolerances. The range of 2 to 3
volts would be an indeterminate band in-
Integrated circuits contain many transis- dicating abnormal operation or failure.
tors, diodes, resistors, and capacitors in a From this one can see that a "digital"
single silicon crystal with interconnections voltage represents much less information
to form complex circuits. Using processes than an "analog" voltage, but the digital
with very small geometries, hundreds of voltage conveys its information with much
thousands of such components are inte- greater reliability and accuracy.
grated on chips several millimeters square. The most commonly used digital circuits
Functions available as integrated circuits have just two states, variously named
include logic blocks, amplifiers, micro- on/off, true/false, high/low, or active/in-
processors, memory blocks, speech syn- active. A digital system could assign three
thesizers, and filters. or more states to an electrical quantity, but
Circuit integration has many advan- that would reduce reliability and increase
tages. Complex functions occupy a small complexity. Instead, to convey more infor-
space, with few external interconnections. mation, more digital circuits are used si-
Less stray capacitance allows lower power multaneously. The major advantage of a
levels and higher speeds. This results in digital system is its immunity to electrical
greater reliability at a lower cost and re- noise, interference, and component toler-
pair by replacement. A host of standard ances. The major disadvantage of digital
integrated circuits solve many design circuits is that they limit information to a
problems with a building-block approach. discrete number of choices.
Integrated circuit technology continues to Many applications lend themselves well
evolve in speed and complexity. to digital representations by nature. Inte-
ger arithmetic involves numbers as a se-
ries of digits; each digit has a discrete num-
9 DIGITAL ELECTRONICS ber of values. Many operations of machines
or processes occur as a number of states.
A common furnace thermostat is a good
Digital and Analog Circuits example of a digital circuit, because the
furnace fire is either on or off to regulate
An electrical circuit used for analog pur- temperature, not proportionally controlled.
poses means that a voltage or current is Digital circuits can perform the mathe-
proportional to some measurement that matical "logic" involved in many control
varies in a continuous (smooth) fashion. procedures: "IF the door is open, THEN dis-
Appendix 2: Fundamentals of Electronics 877
able all control buttons, AND IF the mi- Appendix Table 2-1 Powers of Two
crowave power is on, THEN stop it." Bits No. of Combinations Name
8 256 Byte
10 1024 Kilobyte
Mathematical Logic 16 65,536 Word
20 1,048,576 Megabyte
30 1,073,741,824 Gigabyte
Boolean algebra, the mathematics of vari- 40 1,099,511,627,776 Terabyte
ables having only two states, is often
called logic when considering the states as
"true" or "false." Using voltages to repre- acters in the digit set. The binary number
sent these states, digital circuits can per-
form Boolean operations on variables. A system has only two characters, 0 and 1,
combinational logic system has variables and thus requires many more digits to
derived only from operations on the cur- represent a number than the decimal sys-
rent states of other variables. Sequential tem. Each digit place of a binary repre-
logic involves variables depending also on sentation is called a bit, from the con-
the past states of variables. Introducing traction of "binary digit."
the concept of past states requires the Computer systems do counting and
system to have memory and a sense of arithmetic in the binary system because
time passage, a clock. of the reliability of on/off digital circuits.
The basic operations of combinational This use of binary is usually transparent
logic, AND, OR, and NOT, together form to the user. Data are input and output in
more complex operations. The AND oper- decimal, freeing the user from any need
ator on two variables says to understand other number systems. It
is useful to know some of the powers of
If A is true and B is true, two, as these quantities often come up in
only then (A AND B) is true. computer use (App. Table 2-1).
The OR operator on two variables says
If A is true or B is true (or both), Representations
only then (A OR B) is true.
Converting an analog voltage into a digi-
The NOT operator inverts one variable: tal representation requires a device called
If A is true, then (NOT A) is false; an A-to-D converter, some analog and dig-
if A is false, then (NOT A) is true. ital circuits, which generate a binary
number proportional to the value of the
A combination of these gives the EXCLU- analog input voltage. The digital repre-
SIVE - OR (XOR) operation: sentation includes only a finite number of
If A is true or B is true, but not both, discrete values according to the number
only then (A XOR B) is true. of bits implemented. Dividing the analog
input range by the number of digital com-
(A XOR B) = (A OR B) AND binations gives the 1 bit resolution of
[(NOT A) or (NOT B)] the converter, the digitizing error of the
Large systems of combinational and se- process. A furnace thermostat makes an
quential circuits can implement very com- A-to-D conversion of the room tempera-
plex logic functions, such as a digital ture into a 1 bit (on/off) control signal cen-
watch or a computer. tered about the set point. An audio com-
pact disk contains the data from music
digitized with 20 bit conversions. Biopo-
Binary Number System tential averaging equipment may make 10
bit to 16 bit conversions of amplified elec-
Our decimal number system uses one of trode signals. This digital value represents
ten characters (0 to 9) in a digit place and the amplitude of the biopotential at one
as many digit places as necessary to rep- instant in time. Repeating the conversions
resent a number. Equally valid are other at sufficiently rapid rates allows the wave-
number systems with more or less char- form over a limited interval to be approx-
878 Appendices
imated by an array of digital values. Dig- Primer for Clinical Electromyographers. Mini-
ital circuits can then store and manipu- monograph #12, American Association of Elec-
tromyography and Electrodiagnosis, Rochester,
late the waveform as a set of numbers.1 MN, 1979.
The A-to-D conversion process requires 3. Geddes LA: Electrodes and the Measurement of
some amount of time, setting the mini- Bioelectric Events. John Wiley & Sons, New
mum time between samples, and thereby York, 1972.
maximum frequency resolution, of the 4. Grob B: Basic Electronics. McGraw-Hill, New
York, 1977.
analog waveform. The sampling speed de- 5. Heath Company: Heath Continuing Education
termines the memory requirements to Series in Electronics. Heath Company, Benton
store an analog signal as a set of sample Harbor, MI.
values, or the maximum interval one2 can 6. Herrick CN, Deem BR: Introduction to Electron-
ics. Goodyear Publishing Company Inc, Pacific
store in a given amount of memory. Palisades, CA, 1973.
D-to-A conversion, converting a digital 7. McGill KC, et al: On the Nature and Elimination
representation into a proportional analog of Stimulus Artifact in Nerve Signals Evoked and
voltage, results in only a discrete number Recorded Using Surface Electrodes. IEEE Trans
of steps in the "analog" output, of course. Biomed Eng BME-29:129, 1982.
8. Mottershead A: Introduction to Electricity and
Examples of D-to-A conversion include dri- Electronics. John Wiley & Sons, New York, 1982.
ving an analog monitor display, generating 9. Reiner S, Begoft JB: Instrumentation. In John-
stored or synthesized sounds, or setting the son EW (ED): Practical Electromyography.
stimulus intensity by means of software. Williams & Wilkins, Baltimore, 1980.
10. Stolov W: Instrumentation and Measurement in
Electrodiagnosis. Minimonograph #16, Ameri-
can Association of Electromyography and Elec-
REFERENCES trodiagnosis, Rochester, MN, 1981.
11. Walker DD, Kimura J: A fast-recovery electrode
amplifier for electrophysiology. J Electroen-
1. Cooper R, Osselton JW, Shaw JC: EEG Tech- cephalogr Clin Neurophysiol 45:789, 1978.
nology, ed 3. Butterworth & Co, Boston, 1980. 12. Yanof HM: Biomedical Electronics, ed 2. FA
2. Gans BM: Signal Extraction and Analysis. A Davis, Philadelphia, 1972.
Appendix 3
ELECTRICAL SAFETY
1. INTRODUCTION
2. THE ELECTRICAL HAZARD SITUATION
3. THE SAFETY PROBLEM—LEAKAGE CURRENT AND
LOSS OF GROUND
4. ADDITIONAL SAFETY CONCERNS
5. SAFETY REGULATION DOCUMENTS
6. PROTOCOL FOR LABORATORY SAFETY
7. SPECIAL SAFETY DEVICES AND CIRCUITS
Isolated Power Systems
Ground Fault Interrupters
Redundant Grounding
Appendix Figure 3-1. 120 VAC power distribution circuit. The hot lines will supply current through any
path to ground.
tive path of 120 Kohms impedance or less where earth grounds abound, such as
could cause a shock. The impedance from bathrooms, kitchens, basements, out-
one hand to the other in grasping wires doors, or other wet areas. Most metal
is on the order of 50 Kohms, attributable plumbing pipes are good earth grounds.
almost entirely to the dry surface layer of Appendix Figure 3-2 shows equipment
the skin. The levels of current in this sit- leakage paths to its chassis. With good in-
uation cause a sensation of shock and a sulation, the resistive path should con-
jerk-back reflex. At somewhat higher cur- duct very little. The capacitive path is
rents, the shock itself may stimulate always present to some degree and ac-
nerves or muscles. A still higher current counts for most of the "normal" leakage
may tetanize muscles so that the person current. A hazard occurs if these leakage
cannot release the shock source. If paths become sufficient to conduct an un-
enough current flows across the body, it safe level of current.
will induce cardiac fibrillation. To reduce the hazard of leakage current,
In debilitated patients or those with the modern wiring systems incorporate a sep-
surface layer of skin penetrated by a con- arate earth ground wire in the outlets and
ductor, such as a needle, much less cur- power cords, sometimes called the third-
rent causes a serious shock. In these wire ground, or safety ground. These out-
"electrosensitive patients," as little as 50 lets and plugs have three pins: neutral,
microamps (uA) can cause cardiac fibril- hot, and earth ground. The earth ground
lation because of a direct path via a car- wire connects to the chassis of the equip-
diac catheter, for example.4 This has also ment and any other exposed metal, 5con-
been termed microshock. ducting the leakage current to earth. The
Any line-powered equipment, and espe- chassis remains at ground potential, and
cially devices that have a metallic case, no current flows to a grounded person, as
could be a safety hazard. Capacitance be- in Appendix Figure 3-3.
tween the case and wiring, fluids spilled The abundance of equipment and fluids
in the machine, or failed insulation could in the hospital environment demands a
provide an accessible conductive path to three-wire grounded electrical system for
the hot line. Leakage current will flow safety. The patient may also have abnor-
through such paths to any earth ground. mal susceptibility to shock because of
The hazard is greater, therefore, in areas health conditions or invasive attachments.
Appendix 3: Electrical Safety 881
Appendix Figure 3-2. Equipment leakage paths between the hot line and the chassis. A grounded person
touching this chassis would conduct the leakage current to earth.
Any equipment that is electrically con- Such a situation may call for portable
nected to the body presents a much greater electromyography, or patients may come
risk because the patient cannot quickly to the laboratory with ancillary equipment
break the conductive path by reflex. attached.
Several pieces of equipment in the same If any one machine has loss of ground,
room with a patient increase the electri- then patients touching it or connected to
cal hazard, especially if more than one is it would have their whole body at some AC
connected to the patient. This situation potential above ground due to its leakage
occurs commonly with multiple monitors current. The proximity of other machines
in operating rooms or intensive care units. increases the likelihood that the patient
Appendix Figure 3-3. The safety ground wire conducts leakage current in a three-wire system. Notice that ca-
pacitance between the hot and ground wires in the power cord adds some leakage current. If the ground con-
nection is broken at the plug ("X"), then this capacitance becomes an additional leakage path to the chassis.
882 Appendices
could also touch a ground, becoming a somehow, then leakage current could flow
path for that leakage current. If they are through a patient or operator to some
already connected to another machine, other ground. If, in addition, the leakage
these connections may conduct to ground current of the equipment is above safe
at that AC potential. In fact, some equip- limits, then a hazardous situation exists.
ment may ground the patient directly. Safety standards and recommendations
Another hazardous situation could arise attempt to prevent or detect this possibil-
from multiple equipment if the earth ity by testing the integrity of the ground
grounds at their various outlets have some system and the leakage current levels in
AC potential difference between them. As the absence of a ground.
little as 50 mV difference between the
grounds could cause a hazardous current
to flow through a patient from one ground 4 ADDITIONAL SAFETY
connection to the other. Voltage between CONCERNS
different grounds could result from fault
currents flowing in the ground, improper Appendix Tables 3-1 and 3-2 list some
wiring, or magnetic induction from other kinds of faults that can lead to electrical
wiring. The wiring in patient areas should hazards.
use a concept known as the "equipotential Several pieces of equipment in the same
ground bus." In this system, each of the re- room with a patient increase the likeli-
ceptacles in one room has a separate hood of electrical hazard, especially if
ground connection to a common point. more than one is connected to the patient.
That point ties to earth ground by a wire This situation occurs commonly with mul-
that does not connect anywhere else. tiple monitors in operating rooms or in-
The above hazards are greatly reduced tensive care units. Such a situation may
if all the patient connections from all the call for portable electromyography, or pa-
instruments are "isolated." An isolated tients may come to the laboratory with an-
connection will not conduct more than 20 cillary equipment attached.
uA even if its potential is 120 VAC to If any one machine has loss of ground,
ground. Patient leads are isolated by us- then a patient touching it or connected to
ing nonconductive coupling methods or it would have their whole body at some AC
current-limiting devices. Any isolation can potential above ground, due to its leakage
fail if subjected to voltages above its rat- current. The proximity of other machines
ing, and any isolated circuit has some increases the likelihood that the patient
small leakage current to ground. Battery- could also touch a ground, becoming a path
powered devices have no connection to for that leakage current. If they are already
earth and no hot power wires to leak. connected to another machine, then these
However, battery devices are not neces- connections may conduct to ground at that
sarily completely safe. Under fault condi- AC potential. In fact, some equipment may
tions they can supply enough current to ground the patient directly.
endanger the patient, for example, when Another hazardous situation could arise
fluid is spilled in a battery-powered in- from multiple equipment if the earth
strument. Hence, patient connections grounds at their various outlets have
should still have current-limiting devices,
especially with electrosensitive patients.
Table 3-1 Common Faults That
Could Result in Loss of Ground
3 THE SAFETY PROBLEM- Broken ground pin on equipment power cord
LEAKAGE CURRENT AND Broken ground wire in power cord
LOSS OF GROUND Poor ground connection inside equipment
Poor earth ground connection to outlet
Weak contact tension between outlet and plug
Corroded, bent, or broken pins on power cord or
The third-wire "safety" ground basically outlet
solves the problem of hazard from leak- Ground system defeated with two-pin adaptors or
age current provided that no components extension cords
of the system fail. If this connection opens Use of equipment in old or faulty wiring systems
Appendix 3: Electrical Safety 883
Table 3-2 Faults that Could Result in of hospitals, homes, and private offices.
Excessive Leakage Current These agencies provide publications of the
Failed insulation in equipment or cord regulations:
Fluid spilled in or on equipment
Use of extension cords on equipment National Fire Protection Association
Improperly wired outlets—reversed polarity or (NFPA), 1981
reversed neutral/ground Underwriters Laboratories (UL), Inc.,
Electrical faults in equipment circuits
Unapproved equipment 1980
Joint Commission on Accreditation of
Hospitals (JCAH), 1982
Veterans Administration (VA), 197812
some AC potential difference between
them. As little as 50 mV difference be- The section entitled Electricity in Health
tween the grounds could cause a haz- Care Facilities of the National Electrical
ardous current to flow through a patient Code of the NFPA (1981) specifies stan-
from one ground connection to the other. dards for the wiring of examination or care
Voltage between different grounds could areas. It requires that all patient areas
result from fault currents flowing in the have three-pin grounded outlets, where
ground, improper wiring, or magnetic in- the earth grounds are connected with a
duction from other wiring. The wiring in separate third wire. The use of metal con-
patient areas should use a concept known duits, raceways, or junction boxes to sup-
as the "equipotential ground bus." In this ply the earth ground connections is not
system, each of the receptacles in one adequate. Some older wiring systems may
room has a separate ground connection not comply with this specification even
to a common point. That point ties to though they have three-pin outlets.8
earth ground by a wire that does not con- UL's Standard for Medical and Dental
nect anywhere else.7 Equipment, UL544, contains specifica-
The above hazards are greatly reduced tions for the performance of equipment.
if all the patient connections from all the These include a variety of electrical and
instruments are "isolated." An isolated mechanical safety standards, as well as
connection will not conduct more than 20 labeling and documentation require-
uA even if its potential is 120 VAC to ments. To be listed as UL544 compliant,
ground. Patient leads are isolated by us- equipment must be submitted to UL for
ing nonconductive coupling methods or testing. The use of equipment without a
current-limiting devices. Any isolation can UL rating may invalidate accreditations or
fail if subjected to voltages above its rat- insurance coverage. Equipment that is UL
ing, and any isolated circuit has some rated will bear appropriate stickers or in-
small leakage current to ground. signia, usually on a rear 11
panel where elec-
Battery-powered devices have no con- trical ratings are listed.
nection to earth and no hot power wires The JCAH's Functional Safety and San-
to leak. However, battery devices are not itation (1982) and the Veterans Adminis-
necessarily completely safe. Under fault tration Circular 10-77-111 (1982) specify
conditions they can supply enough cur- the requirements for safety inspections.
rent to endanger the patient, for example, These are summarized in the Hospital
when fluid is spilled in a battery-powered Electrical Standards Symposium of the
instrument. Hence, patient connections American Society of Hospital Engineering
should still have current-limiting devices,9 (1981). These documents require records
especially with electrosensitive patients. of periodic safety inspections.6
The following are examples of agencies Safe laboratory protocol involves under-
that regulate the manufacture and main- standing, prevention, inspection, and
tenance of equipment as well as the wiring record keeping. The laboratory director
884 Appendices
has the ultimate responsibility for the es- the outlet should be neutral and the
tablishment and execution of safety pro- shorter slot hot. The ground pin of each
tocols. Personnel should have some for- outlet should be at neutral potential and
mal training in electrical safety theory and have a resistance to a common ground
practices and should receive annual re- point of not more than 0.1 ohms in sen-
views. Ideally, staff should understand the sitive patient areas and 0.2 ohms else-
basis of electrical safety so that they can where. The voltage on outlet grounds, rel-
react to unfamiliar situations. ative to a common ground point, should
Routine practices of prevention can not exceed 20 mV RMS in sensitive pa-
avoid or detect hazardous situations. All tient areas and 50 mV elsewhere.10
electrophysiologic examinations should Measuring the force required to extract
follow such practices as part of a written a pin from each outlet contact tests the
protocol. This is especially important in contact tension. This should be greater
portable recordings. Appendix Table 3-3 than 8 ounces. Hospital-grade outlets and
lists some common prevention measures. plugs have greater initial retention and
Periodic electrical inspections of equip- longer wear. Even these require periodic
ment and wiring are a required part of replacement.
safety protocol. Standards and guidelines Equipment must also be periodically
set by the JCAH, the NFPA, or the Na- tested for ground integrity and leakage
tional Electrical Code may apply. If such current. The resistance between the in-
inspection services are not available, lab- strument chassis and the ground pin on
oratory personnel may have to perform the power cord should not exceed 0.1
these tests themselves. A good safety test ohms while pulling and bending the cord
meter may cost from $500 to $2000 and in all directions for detection of intermit-
requires some training in its use. tent or weak connections.
Outlets and wiring in patient areas Instruments require testing for leakage
should be checked at least once a year. current to the chassis and each of the pa-
Checking every outlet for absence of tient leads, using a standard impedance
ground connection or reversal of hot and to simulate the body in a leakage circuit.
neutral tests the wiring. The longer slot of The standard impedance equals about
ground fails. This is recommended on 4. Dalziel CF: Electric Shock Hazards. IEEE Spec-
equipment for routine portable use. trum 9{2):41, 1972.
5. Hatch DJ, Raber MB: Grounding and Safety.
Much of the material in this appendix IEEE Trans Biomed Eng BME-22:62, 1975.
reflects the work of Mr. Peter J. Seaba, 6. Joint Commission on Accreditation of Hospitals:
MSEE, who co-authored this section in Functional Safety and Sanitation. In Accredita-
the first edition. tion Manual for Hospitals. Joint Commission on
Accreditation of Hospitals, Chicago, Illinois, 1982.
7. McPartland JF, McPartland JM, McPartland GI:
McGraw-Hill's National Electrical Code Hand-
book, ed 17. McGraw-Hill, New York, 1981.
REFERENCES 8. National Fire Protection Association: Article 517.
Health Care Facilities. In Klein BR (ed): National
Electrical Code, NFPA 70-1981. National Fire
1. AAMI: Safe Current Limits for Electromedical Protection Association, Boston, MA, 1981.
Apparatus. Association for the Advancement of 9. Seaba P: Electrical Safety. Am J EEG Technol
Medical Instrumentation (AAMI), Arlington, VA, 20:1, 1980.
1978. 10. Strong P: Grounding-safety. In Biophysical Mea-
2. AAMI: Interim Rationale Statement for the Amer- surements (Tektronix #062-1247-00). Tektronix,
ican National Standard, Safe Current Limits for Inc., Beaverton, OR, 1973.
Electromedical Apparatus. Association for the 11. Underwriters Laboratories, Inc: Standard for
Advancement of Medical Instrumentation Medical and Dental Equipment, UL544, ed 2.
(AAMI), Arlington, VA, 1980. Underwriters Laboratories, Inc., Northbrook, IL,
3. American Society for Hospital Engineering: Hos- 1980.
pital Electrical Standards Compendium. Ameri- 12. Veterans Administration: Veterans Administra-
can Society for Hospital Engineering, Chicago, tion documents on electrical safety and service
IL, 1981. manuals. J Clin Eng 3:64, 1978.
Appendix 4
HISTORICAL REVIEW
1. INTRODUCTION
2. EARLY DEVELOPMENTS
3. CLASSICAL ELECTRODIAGNOSIS
4. ELECTROMYOGRAPHY AND NERVE STIMULATION
TECHNIQUES
5. RECENT DEVELOPMENTS
provided that its sciatic nerve was not in- found that galvanic current activated the
sulated from bared muscle. Hence, he de- paralytic limb from cerebral disease more
tected electrical activity of contracting mus- easily than the normal limb. In contrast,
cle for the first time using a neuromuscular more current was necessary if paralysis
preparation, the only means available in was caused by lesions of the3 spinal (pe-
those days. Inspired by the work of Mat- ripheral) nerve. Baierlacher had noted
teucci, DuBois-Reymond31 registered ac- that diseased muscle responded better to
tion potentials generated in the muscle.105 continuous galvanic current than inter-
In 1851, he identified the action potential rupted faradic current. Neumann,108
of voluntarily contracting arm muscles, us- however, was the first to recognize that it
ing jars of liquid as electrodes.32 This was was the duration that determined the ef-
perhaps the beginning of electromyogra- fectiveness of current. Erb also noted fail-
phy.106 ure of the paralyzed muscle to contract in
In 1850, Helmholtz63 succeeded in mea- response to frequently interrupted stim-
suring the conduction velocity of the nerve uli, and called this phenomenon the re-
impulse in the frog by mechanically action of degeneration.42 His quantitative
recording the muscle twitch. Using the studies revealed a certain relationship be-
same procedure, a conduction velocity of tween muscle contraction and current
61.0 ± 5.1 m/s was found in the human strength. Based on this principle, he as-
median nerve.64 He also determined the sessed excitability of the muscle in vari-
conduction rate in sensory nerve of man ous disorders and found marked irritabil-
to be 60 m/s by measuring the difference ity in tetany. In 1882, he introduced a
in reaction time. In 1878, Hermann65,66 formula of polar contraction in normal
stimulated the brachial plexus in the ax- subjects and its reversal in some disease
illa and recorded a response from the sur- states, thus establishing the foundation
face of the forearm, which he called ac- for classical electrodiagnosis.
tion potential. Burdon Sanderson15 was DuBois-Reymond believed that change
the first to show in 1895 that this wave in current, rather than the absolute value
of excitation preceded the mechanical re- of current strength, determined muscle
sponse. response. This view prevailed until the
end of the 19th century despite mounting
evidence to the contrary. In 1870, Engel-
3 CLASSICAL man showed a relationship between cur-
ELECTRODIAGNOSIS rent intensity and duration in eliciting
muscle contraction. This finding paved
the way for determination of the strength-
Duchenne34 found that electrical simula- duration 72curve in laboratory animals.90
tion activated certain localized areas of Hoorweg further challenged the concept
muscle more easily than others. Remak113 of DuBois-Reymond by stating that nerve
discovered that these points represented excitation occurred as a function of stim-
entry zones of the muscular nerves. In ulus time and intensity,90a view vigorously
1857, Ziemssen135 carefully mapped out supported by Lapicque. Waller and Wat-
the whole skin surface of the body in ag- teville130 also suggested a duration-inten-
onal patients and proved by dissection im- sity relationship for optimal stimulation in
mediately after death that the motor 1883.
points were indeed entrances of the nerve Toward the end of the nineteenth cen-
into the muscle. Krause,81 known for the tury, a few investigators recognized abnor-
skin corpuscle that now bears his name, mal localization 30,53
of motor points 91
in degen-
suggested that nerve impulses terminated erated muscles. Lewis Jones pointed
at the motor points. Kuhne84 coined the out that the phenomenon of "displaced mo-
name end plates for the nerve endings of tor point" simply represented abnormal
striated muscle. sensitivity in regions distinct from the mo-
Hammond104 translated Meyer's com- tor point. In 1907, Bordet reported that
prehensive discussion on electrical stim- during passage of a sustained current the
ulation of the muscle into English. He also critical excitatory level changed less rapidly
890 Appendices
in the denervated muscle than in normal pendent of the force generated. For him
muscle.114 This observation led to mea- this reflected the rhythm of neural im-
surements of accommodation and the pulses, although others considered the
galvanic-tetanic ratio, electrodiagnostic rate49,50
of firing to be inherent in the mus-
texts used widely until recent years. cle. Using the capillary electrometer,
D'Arsonval's20 use of a reflecting coil im- Buchanan12 arrived at the opposite con-
proved the galvanometer built by Stur- clusion: that the frequency of the elec-
geon in 1836. Lippmann95 introduced the tromyogram shifted substantially during
capillary electrometer in 1872. In the different degrees of contraction. She
meantime, Weiss134 first attempted to stated that the study of the interference
produce a rectangular stimulus pulse, pattern could not elucidate the mecha-
with a device called ballistic rheotome. nism of neural innervation. At the turn of
Lapicque89'90 developed a more accurate the century, Langley and Kato88 and Lan-
apparatus with a circuit breaker operated gley87 studied fibrillation in muscular dy-
by gravity in 1907. Using this instrument, strophy.
he defined rheobase as the minimal con- The study of muscle action potentials
tinuous current intensity required for progressed rapidly after the development
muscle excitation and chronaxie as the of sensitive recording apparatus. Braun9
minimal current duration required at an invented the cathode-ray tube. Later,
intensity twice the rheobase.90 Lewis Einthoven40 designed the string gal-
Jones91 constructed a battery of conden- vanometer with a fiber of quartz. In 1920,
sers (capacitors) for diagnostic purposes. Forbes and Thacher45 were the first to use
Using this apparatus, Bourguignon8 was the electron tube to amplify the action po-
the first to study chronaxie in man. Plot- tential and a string galvanometer to
ting strength duration curves for the first record it. Gasser and Erlanger51 intro-
time in man, Adrian1 reported a fairly con- duced one of the most important advances
stant time course in healthy muscles. He in technology, the cathode-ray oscillo-
also noted a predictable shift in the re- scope, which eliminated the mechanical
generating muscle during different phases limitation of galvanometers.52 Their book
of recovery after degeneration. A constant Electrical Signs of Nervous Activity laid the
current stimulator designed by Bauwens5 foundation of modern clinical electro-
improved the accuracy in determining the physiology.43
strength-duration curve. In 1925, Liddell and Sherrington93 pro-
posed the concept of the motor unit.
Shortly thereafter, Proebster112 performed
4 ELECTROMYOGRAPHY the first clinical electromyography in neu-
AND NERVE STIMULATION rogenic weakness, recording spontaneous
TECHNIQUES potentials in brachial plexus injury and
long-standing poliomyelitis. Another ma-
jor advancement came when Adrian and
Bernstein6 introduced the term action po- Bronk2 introduced the concentric needle
tential, but Schiff120 was the first to electrode in 1929. The use of this elec-
observe oscillation (fasciculation) of den- trode made it possible for the first time to
ervated muscle after section of the hy- record from single motor units. Adrian
poglossal nerve in 1851. This sponta- also initiated the use of a loudspeaker so
neous movement ceased if the muscle that electromyographers could use not
became atrophic or the nerve regenerated. only visual but also acoustic cues. Motor
Fibrillation meant a tremor of denervated unit potentials were studied by Denny-
muscle in experimental animals, accord- Brown25 in the same year and later by Ec-
ing to Rogowicz116 and Ricker.115 In the cles and Sherrington, 38
Clark,17 and Hoe-
69
first electromyography after DuBois-Rey- fer and Putnam.
mond, Piper111 recorded voluntary activ- Invention of the differential amplifier by
ity of muscles using a string galvanome- Matthews103 in 1934 made the recording
ter. He believed that the muscle activity of small muscle potentials possible, be-
discharges at a constant frequency inde- cause it minimized electrical interference
Appendix 4: Historical Review 891
from other sources. Lindsley94 noted un- Jolly78 described abnormal fatigability of
usual fluctuation of motor units in a pa- the orbicularis oculi muscle to intermittent,
tient with myasthenia gravis. Further direct-current stimulation in 62 myasthenic
work on11denervation potentials came from patients. Harvey and Masland were the
Brown, who tested the effect of acetyl- first to quantitate this clinical observation
choline on the denervated muscles. Using by stimulating the nerve repetitively and
a bipolar electrode, Denny-Brown and recording the muscle action potentials.
Pennybacker27 differentiated fibrillation This technique was also applied36 to the
potentials from fasciculation potentials in study of myasthenic syndromes. It be-
1938, a finding later substantiated by Ec- came an important part of our electrodi-
cles,37 who used a refined method. In agnostic armamentation after standard-
1941, Denny-Brown and Nevin26 recorded ization by
110
Lambert 86
and107
Desmedt.29
myotonic discharges. In 14 the same year, Piper and Mimnich first recorded
Buchthal and Clemmesen confirmed the the muscle action potential instead of the
electromyographic findings of atrophic muscle twitch for determination of motor
muscles. nerve conduction.
122
Inspired by Sherring-
During the two world wars, the large ton's work on the stretch reflex, Hoff-
number of battlefield peripheral nerve in- mann70,71 demonstrated the monosynap-
juries increased the need for electrical tic reflex in man by stimulating the tibial
testing. An accelerated growth of elec- nerve and recording the muscle action po-
tronic devices such as radar and oscillo- tential from the soleus. Based on latency
scopes enhanced this tendency. At the measures of the H reflex, Schaffer119 cal-
same time, polio epidemics demanded de- culated a velocity of 60 to 65 m/s for the
velopment of procedures to accurately de- human sensory nerve. Interest in nerve
termine the presence and extent of nerve injury and repair during the war
injury and the status of regeneration. prompted basic scientists to study con-
Many fundamental contributions to elec- duction velocity of regenerating
7,44,117
nerves in
tromyography and nerve conduction stud- experimental
60
animals. Harvey and
ies came from this combination of cir- Kuffler and Harvey, Kuffler, and Tred-
cumstances. way61 studied peripheral neuritis in man,
Using standardized clinical testing, Wed- stimulating the nerve and recording mus-
dell, Feinstein, and Pattle132,133 noted the cle action potentials. It was Hodes,
appearance of spontaneous discharges 18 Larrabee, and German67 who first calcu-
to 20 days after denervation. Watkins, Bra- lated the conduction velocity, stimulating
zier, and Schwab131 recorded similar activ- the nerve at different levels in neurologic
ities in poliomyelitis from the skin surface patients. Around the same time, Kugel-
at various sites. The following year, Heofer berg82 used nerve stimulation to study the
and Guttman68 recorded paparaspinal den- effect of ischemia on 18nerve excitability.
ervation using a surface electrode. They re- Cobb and Marshall, extending this
ported that such abnormalities, detected work, demonstrated slowed impulse prop-
longitudinally, sometimes help localize the agation in39 the ischemic nerve.
level of spinal cord lesions. Around the Eichler was the first to report percu-
same time, Jasper and Notman76 intro- taneous recording of nerve action poten-
duced the monopolar electrode, and tials in response to electrical stimulation
Jasper, Johnston, and Geddes75 built a of the median and ulnar nerves in 1937.
portable apparatus for electromyography. The averaging technique of sensory nerve
Further clinical applications of the needle conduction studies emerged as a by-prod-
examination were reported in poliomyelitis uct when Dawson21 was attempting to
by Huddleston and Golseth,73 in lower mo- record cortical potentials by stimulating
tor neuron by Golseth and Huddleston,57 peripheral nerves in patients with my-
and in nerve root compression by Shea, oclonus. He used photographic superim-
Woods, and Werden.121 In 1955, Mari- position47 of a number of faint traces to
nacci" published the first book of elec- improve the resolution of the24 recorded re-
tromyography since Piper, and Buchthal13 sponse. Dawson and Scott needed the
contributed a monograph 2 years later. same technique to assess the growth of
892 Appendices
the sensory action potential of the pe- tential. The wide availability of minicom-
ripheral nerve with increasing stimulus puters and averagers has since acceler-
strength to prove the origin of their corti- ated the clinical application of this tech-
cal potential.55 Dawson22,23 subsequently nique in the assessment of the central
resorted to digital nerve stimulation to dif- nervous system. As stated above, this de-
ferentiate sensory potentials from an- velopment is of historical interest because
tidromic impulses in motor fibers. Al- Dawson21 originally used photographic
though some felt that latency measures super-imposition, a forerunner of electri-
sufficed,16 calculation of nerve conduction cal averaging, in the study of somatosen-
velocity became an integral part of elec- sory cerebral potentials. With the advent
trodiagnostic assessment in the 1960s. of electrical100 and magnetic coil stimula-
These initial studies, started indepen- tors4 capable of noninivasive excitation of
dently in the United States and Europe, the brain or spinal cord, it is now feasi-
soon spread to many countries, resulting ble to study the central motor pathways
in the common use of the whole field of as well.
electromyography and nerve conduction Introduction of single-fiber electromyo-
measurements. Important contributions graphy has made it possible to study elec-
came from Magladery and McDougal,97 trophysiologic characteristics of individ-
Wagman and Lesse,129 Gilliatt and Wil- ual muscle fibers.41 This stands in
son,56 Lambert,85 Simpson,123 Buchthal,13 contrast to the conventional use of coax-
Thomas, Sears, and Gilliatt,126 Johnson ial or monopolar recording needles for as-
and Olsen,77 Kato,79 Thomas and Lam- sessment of the motor unit, the smallest
bert,125 and Desmedt,28 to name only a few. functional element of muscle contraction.
The First International Congress of Elec- Stalberg and others have since refined the
tromyography, held at Pavia, Italy, in 1961, technique for research application and
signaled the rapidly growing worldwide in- clinical use.124 Some other newer tech-
terest in this then relatively new branch of niques, although directly related to elec-
medicine. tromyography and nerve conduction stud-
ies, have not yet found their way into the
clinical laboratory. These include the in-
5 RECENT DEVELOPMENTS vitro technique of sural nerve conduction
studies35 and electroneurography.58
The above outline includes most of the
Conventional methods of nerve conduction major events that have taken place in the
study mainly dealt with diseases affecting history of clinical electrophysiology of
the distal portion of the peripheral nerve in muscle and nerve. Inclusion of further de-
the four extremities and seldom con- tails, although tempting because of a
tributed to the investigation of the remain- number of intriguing anecdotes, falls out-
der of the nervous system. Several neuro- side the scope of this book. Interested
physiologic techniques have emerged as readers should consult previous publica-
diagnostic tests in evaluating the function tions on this subject by Mottelay,106 Mari-
of these less accessible anatomic regions. nacci," Licht,92 Gilliatt,55 and Brazier.10
These include studies of human reflexes
and other late responses. Of these, the
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4. Barker AT, Freestone IL, Jalinous T, Merton PA, 25. Denny-Brown D: On the nature of postural re-
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5. Bauwens P: The thermionic control of electric myotonia. Part 1. Brain 64:1-16, 1941.
currents in electro-medical work. Part 2. Proc 27. Denny-Brown D, Pennybacker JB: Fibrillation
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6. Bernstein J: Untersuchungen xiber die Natur 61:311-332, 1938.
des elektrotonischen Zustandes und der nega- 28. Desmedt JE: Somatosensory cerebral evoked po-
tiven Schwankung des Nervenstroms. Arch tentials in man. In Redmond A (ed): Handbook
Anat Physiol 596-637, 1866. of Electroencephalography and Clinical Neuro-
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J Neurophysiol 7:103-115, 1944. myasthenia gravis. 1. Electrical and mechani-
8. Bourguignon G: La Chronaxie Chez 1'Homme. cal response to nerve stimulation in hand mus-
Masson, Paris, 1923. cles. In Desmedt JE (ed): New Developments in
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Electrodiagnosis in Clinical Neurology. Churchill tersuchung iiber den sogenannten Froschstrom
Livingstone, New York, 1980, pp 1-22. und iiber die elektromotorischen Fische. An-
11. Brown GL: The actions of acerylcholine on den- nalen der Physik Und Chemie 58:1-30, Series 2,
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iol (Lond) 89:438-461, 1937. 32. DuBois-Reymond E: On the time required for
12. Buchanan F: The electrical response of muscle the transmission of volition and sensation
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Q J Exp Physiol 1:211-242, 1908. Vol 4, 1866, pp 575-593.
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Appendix 5
AAEE GLOSSARY OF TERMS IN
CLINICAL ELECTROMYOGRAPHY*
FOREWORD
INTRODUCTION
SECTION I: ALPHABETICAL LIST OF TERMS WITH DEFINITIONS
SECTION II: ILLUSTRATIONS OF SELECTED WAVEFORMS
SECTION III: TERMS GROUPED BY SUBJECT WITHOUT
DEFINITION
Basic Neurophysiology Terminology
General Terminology
Equipment Terminology
Stimulus Terminology
Response Terminology
Repetitive Nerve Stimulation Terminology
Needle Examination Terminology
Single Fiber Electromyography and
Macroelectromyography Terminology
tion. See also compound action potential, stimulus and shock artifacts usually pre-
and motor unit action potential cede the activity of interest. A movement
active electrode Synonymous with ex- artifact refers to a change in the recorded
ploring electrode. See recording electrode. activity caused by movement of the
adaptation A decline in the frequency of recording electrodes.
the spike discharge as typically recorded auditory evoked potentials (AEPs). Elec-
from sensory axons in response to a main- tric waveforms of biologic origin elicited in
tained stimulus. response to sound stimuli. AEPs are clas-
AEPs See auditory evoked potentials. sified by their latency as short-latency
afterdischarge The continuation of an im- brainstem AEPs (BAEPs) with a latency of
pulse train in a neuron, axon or muscle up to 10 ms, middle-latency AEPs with a
fiber following the termination of an ap- latency of 10-50 ms, and long-latency AEPs
plied stimulus. The number of extra im- with a latency of over 50 ms. See brainstem
pulses and their periodicity in the train auditory evoked potentials.
may vary depending on the circumstances. axon reflex Use of this term is discour-
afterpotential The membrane potential aged as it is incorrect. No reflex is con-
between the end of the spike and the time sidered to be involved. See preferred term,
when the membrane potential is restored A wave.
to its resting value. The membrane dur- axon response See preferred term, A wave.
ing this period may be depolarized or hy- axon wave See A wave.
perpolarized. axonotmesis Nerve injury characterized
amplitude With reference to an action po- by disruption of the axon and myelin
tential, the maximum voltage difference sheath, but with preservation of the sup-
between two points, usually baseline to porting connective tissue, resulting in ax-
peak or peak to peak. By convention, the onal degeneration distal to the injury site.
amplitude of the compound muscle action backfiring Discharge of an antidromi-
potential is measured from the baseline to cally activated motor neuron.
the most negative peak. In contrast, the BAEPs See brainstem auditory evoked po-
amplitude of a compound sensory nerve tentials.
action potential, motor unit potential, fib- BAERs Abbreviation for brainstem audi-
rillation potential, positive sharp wave, tory evoked responses. See preferred term,
fasciculation potential, and most other ac- brainstem auditory evoked potentials.
tion potentials is measured from the most baseline The potential recorded from a
positive peak to the most negative peak. biologic system while the system is at rest.
anodal block A local block of nerve con- benign fasciculation Use of this term is
duction caused by hyperpolarization of the discouraged to describe a firing pattern of
nerve cell membrane by an electric stim- fasciculation potentials. The term has
ulus. See stimulating electrode. been used to describe a clinical syndrome
anode The positive terminal of a source and/or the presence of fasciculations in
of electric current. nonprogressive neuromuscular disorders.
antidromic Propagation of an impulse in See fasciculation potential.
the direction opposite to physiologic con- BERs Abbreviation for brainstem auditory
duction; e.g., conduction along motor nerve evoked responses. See preferred term,
fibers away from the muscle and conduc- brainstem auditory evoked potentials.
tion along sensory fibers away from the bifilar needle recording electrode Record-
spinal cord. Contrast with orthodrorrac. ing electrode that measures variations in
AP See action potential. voltage between the bare tips of two insu-
artifact (also artefact) A voltage change lated wires cemented side by side in a steel
generated by a biologic or nonbiologic cannula. The bare tips of the electrodes are
source other than the ones of interest. The flush with the level of the cannula. The lat-
stimulus artifact is the potential recorded ter may be grounded.
at the time the stimulus is applied and in- biphasic action potential An action po-
cludes the electric or shock artifact, which tential with two phases.
represents cutaneous spread of stimulat- biphasic end-plate activity See endplate
ing current to the recording electrode. The activity (biphasic).
900 Appendices
bipolar needle recording electrode See abundant potentials. Use of term is dis-
preferred term, needle bifilar recording couraged. It is used to describe a recruit-
electrode ment pattern of brief-duration, small-
bipolar stimulating electrode See stim- amplitude, overly abundant motor unit
ulating electrode. action potentials. Quantitative measure-
bizarre high-frequency discharge See ments of motor unit potential duration,
preferred term, complex repetitive dis- amplitude, numbers of phases, and re-
charge. cruitment frequency are to be preferred to
bizarre repetitive discharge See pre- qualitative descriptions such as this. See
ferred term, complex repetitive discharge. motor unit action potential.
bizarre repetitive potential See pre- BSAPPs Abbreviation for brief, small abun-
ferred term, complex repetitive discharge. dant, polyphasic potentials. Use of term is
blink reflex See blink responses. discouraged. It is used to describe a re-
blink response Strictly defined, one of cruitment pattern of brief-duration, small-
the blink responses. See blink responses. amplitude, overly abundant, polyphasic
*blink responses Compound muscle ac- motor unit action potentials. Quantitative
tion potentials evoked from orbicularis measurements of motor unit potential du-
oculi muscles as a result of brief electric ration, amplitude, numbers of phases, and
or mechanical stimuli to the cutaneous recruitment frequency are to be preferred
area innervated by the supraorbital (or to qualitative descriptions such as this. See
less commonly, the infraorbital) branch of motor unit action potential
the trigeminal nerve. Typically, there is an cathode The negative terminal of a source
early compound muscle action potential of electric current.
(Rl wave) ipsilateral to the stimulation central electromyography (central EMG)
site with a latency of about 10 ms and a Use of electromyographic recording tech-
bilateral late compound muscle action po- niques to study reflexes and the control
tential (R2 wave) with a latency of ap- of movement by the spinal cord and brain.
proximately 30 ms. Generally, only the R2 chronaxie (also chronaxy) See strength-
wave is associated with a visible twitch of duration curve.
the orbicularis oculi. The configuration, clinical electromyography Synonymous
amplitude, duration, and latency of the with electroneuromyography. Used to re-
two components, along with the sites of fer to all electrodiagnostic studies of hu-
recording and the sites of stimulation, man peripheral nerves and muscle. See
should be specified. Rl and R2 waves are also electromyography and nerve conduc-
probably oligosynaptic and polysynaptic tion studies.
brainstem reflexes, respectively, together coaxial needle electrode See synonym,
called the blink rejlex, with the afferent concentric needle electrode.
arc provided by the sensory branches of collision When used with reference to
the trigeminal nerve and the efferent arc nerve conduction studies, the interaction
provided by the facial nerve motor fibers. of two action potentials propagated to-
*brainstem auditory evoked potentials ward each other from opposite directions
(BAEPs) Electric waveforms of biologic ori- on the same nerve fiber so that the re-
gin elicited in response to sound stimuli. fractory periods of the two potentials pre-
The normal BAEP consists of a sequence vent propagation past each other.
of up to seven waves, named I to VII, complex action potential See preferred
which occur during the first 10 ms after term, serrated action potential.
the onset of the stimulus and have posi- complex motor unit action potential A
tive polarity at the vertex of the head. motor unit action potential that is polypha-
brainstem auditory evoked responses sic or serrated. See preferred terms,
(BAERs, BERs) See preferred term, brain- polyphasic action potential and serrated
stem auditory evoked potentials. action potential
BSAPs Abbreviation for brief, small, *complex repetitive discharge Polypha-
sic or serrated action potentials that may
begin spontaneously or after a needle
*Illustration in Section II. movement. They have a uniform fre-
Appendix 5: AAEE Glossary 901
quency, shape, and amplitude, with chronous nerve fiber action potentials
abrupt onset, cessation, or change in con- recorded from a nerve trunk, commonly
figuration. Amplitude ranges from 100 uV produced by stimulation of the nerve di-
to 1 mV and frequency of discharge from rectly or indirectly. Details of the method
5 to 100 Hz. This term is preferred to of stimulation and recording should be
bizarre high frequency discharge, bizarre specified, together with the fiber type (sen-
repetitive discharge, bizarre repetitive po- sory, motor, or mixed).
tential, near constant frequency trains, *compound sensory nerve action po-
pseudomyotonic discharge, and synchro- tential (compound SNAP) A compound
nized jibrillation. nerve action potential is considered to
compound action potential See com- have been evoked from afferent fibers if the
pound mixed nerve action potential, com- recording electrodes detect activity only in
pound motor nerve action potential, com- a sensory nerve or in a sensory branch of
pound nerve action potential, compound a mixed nerve, or if the electric stimulus
sensory nerve action potential, and com- is applied to a sensory nerve or a dorsal
pound muscle action potential. nerve root, or an adequate stimulus is ap-
compound mixed nerve action poten- plied synchronously to sensory receptors.
tial (compound mixed NAP) A compound The amplitude, latency, duration, and
nerve action potential is considered to configuration should be noted. Generally,
have been evoked from afferent and effer- the amplitude is measured as the maxi-
ent fibers if the recording electrodes de- mum peak-to-peak voltage, the latency as
tect activity on a mixed nerve with the either the latency to the initial deflection
electric stimulus applied to a segment of or the peak latency to the negative peak,
the nerve that contains both afferent and and the duration as the interval from the
efferent fibers. The amplitude, latency, first deflection of the waveform from the
duration, and phases should be noted. baseline to its final return to the baseline.
compound motor nerve action poten- The compound sensory nerve action po-
tial (compound motor NAP) A compound tential has been referred to as the sensory
nerve action potential is considered to response or sensory potential.
have been evoked from efferent fibers to concentric needle electrode Recording
a muscle if the recording electrodes detect electrode that measures an electric po-
activity only in a motor nerve or a motor tential difference between the bare tip of
branch of a mixed nerve, or if the electric an insulated wire, usually stainless steel,
stimulus is applied only to such a nerve silver or platinum, and the bare shaft of
or a ventral root. The amplitude, latency, a steel cannula through which it is in-
duration, and phrases should be noted. serted. The bare tip of the central wire (ex-
See compound nerve action potential ploring electrode) is flush with the level of
compound muscle action potential the cannula (reference electrode).
(CMAP) The summation of nearly syn- conditioning stimulus See paired stim-
chronous muscle fiber action potentials uli
recorded from a muscle commonly pro- conduction block Failure of an action
duced by stimulation of the nerve supply- potential to be conducted past a particu-
ing the muscle either directly or indirectly. lar point in the nervous system whereas
Baseline-to-peak amplitude, duration, and conduction is possible below the point of
latency of the negative phase should be the block. Conduction block is docu-
noted, along with details of the method of mented by demonstration of a reduction
stimulation and recording. Use of specific in the area of an evoked potential greater
named potentials is recommended, e.g., M than that normally seen with electric
wave, F wave, H wave, T wave, A wave stimulation at two different points on a
and Rl wave or R2 wave (blink responses). nerve trunk; anatomic variations of nerve
compound nerve action potential (com- pathways and technical factors related to
pound NAP) The summation of nearly syn- nerve stimulation must be excluded as the
cause of the reduction in area.
conduction distance See conduction ve-
"Illustration in Section II. locity.
902 Appendices
conduction time See conduction velocity. painful muscle contraction. Both the dis-
conduction velocity (CV) Speed of prop- charge frequency and the number of mo-
agation of an action potential along a nerve tor unit action potentials firing increase
or muscle fiber. The nerve fibers studied gradually during development and both
(motor, sensory, autonomic, or mixed) subside gradually with cessation. See
should be specified. For a nerve trunk, the muscle cramp.
maximum conduction velocity is calcu- c/s (also cps) See cycles per second.
lated from the latency of the evoked po- CV See conduction velocity.
tential (muscle or nerve) at maximal or cycles per second Unit of frequency, (cps
supramaximal intensity of stimulation at or c/s). See also hertz (Hz).
two different points. The distance between decremental response See preferred
the two points (conduction distance) is di- term, decrementing response.
vided by the difference between the cor- *decrementing response A reproducible
responding latencies (conduction time). decline in the amplitude and/or area of
The calculated velocity represents the the M wave of successive responses to
conduction velocity of the fastest fibers repetitive nerve stimulation. The rate of
and is expressed as meters per second stimulation and the total number of stim-
(m/s). As commonly used, the term con- uli should be specified. Decrementing re-
duction velocity refers to the maximum sponses with disorders of neuromuscular
conduction velocity. By specialized tech- transmission are most reliably seen with
niques, the conduction velocity of other slow rates (2-5 Hz) of nerve stimulation.
fibers can be determined as well and A decrementing response with repetitive
should be specified, e.g., minimum con- nerve stimulation commonly occurs in
duction velocity. disorders of neuromuscular transmission,
contraction A voluntary or involuntary re- but can also be seen in some neu-
versible muscle shortening that may or may ropathies, myopathies, and motor neuron
not be accompanied by action potentials disease. An artifact resembling a decre-
from muscle. This term is to be contrasted menting response can result from move-
with the term contracture, which refers to ment of the stimulating or recording elec-
a condition of fixed muscle shortening. trodes during repetitive nerve stimulation.
contraction fasciculation Rhythmic, Contrast with incrementing response.
visible twitching of a muscle with weak delay As originally used in clinical elec-
voluntary or postural contraction. The tromyography, delay referred to the time
phenomenon occurs in neuromuscular between the beginning of the horizontal
disorders in which the motor unit terri- sweep of the oscilloscope and the onset of
tory is enlarged and the tissue covering an applied stimulus. The term is also used
the muscle is thin. to refer to an information storage device
contracture The term is used to refer to (delay line) used to display events occur-
immobility of a joint due to fixed muscle ring before a trigger signal.
shortening. Contrast contraction. The denervation potential This term has
term has also been used to refer to an been used to describe a fibrillation poten-
electrically silent, involuntary state of tial. The use of this term is discouraged
maintained muscle contraction, as seen because fibrillation potentials may occur
in phosphorylase deficiency, for which the in settings where transient muscle mem-
preferred term is muscle cramp. brane instability occurs in the absence of
coupled discharge See preferred term, denervation, e.g., hyperkalemic periodic
satellite potential paralysis. See preferred term, Jibrillation
cps (also c/s) See cycles per second. potential.
*cramp discharge Involuntary repetitive depolarization See polarization.
firing of motor unit action potentials at a depolarization block Failure of an ex-
high frequency (up to 150 Hz) in a large citable cell to respond to a stimulus be-
area of muscles, usually associated with cause of depolarization of the cell mem-
brane.
discharge Refers to the firing of one or
*Illustration in Section II. more excitable elements (neurons, axons,
Appendix 5: AAEE Glossary 903
activity recorded with a needle electrode ered to a sensory receptor or nerve, or ap-
close to muscle end-plates. May be either plied directly to a discrete area of the brain,
of two forms: spinal cord, or muscle. See auditory evoked
1. Monophasic: Low-amplitude (10-20 potential brainstem auditory evoked poten-
uV),short-duration (0.5-1 ms), mono- tial spinal evoked potential somatosensory
phasic (negative) potentials that oc- evoked potential visual evoked potential
cur in a dense, steady pattern and compound muscle action potential and com-
are restricted to a localized area of pound sensory nerve action potential
the muscle. Because of the multitude evoked potential studies Recording and
of different potentials occurring, the analysis of electric waveforms of biologic
exact frequency, although appearing origin elicited in response to electric or
to be high, cannot be defined. These physiologic stimuli. Generally used to re-
nonpropagated potentials are proba- fer to studies of waveforms generated in
bly miniature end-plate potentials the peripheral and central nervous sys-
recorded extracellularly. This form of tem, whereas nerve conduction studies
end-plate activity has been referred refers to studies of waveforms generated
to as end-plate noise or sea shell in the peripheral nervous system. There
sound (sea shell noise or roar). are two systems for naming complex
2. Biphasic: Moderate-amplitude (100- waveforms in which multiple components
300 uV), short-duration (2-4 ms), can be distinguished. In the first system,
biphasic (negative-positive) spike po- the different components are labeled PI or
tentials that occur irregularly in NI for the initial positive and negative po-
short bursts with a high frequency tentials, respectively, and PII, NII, PIII,
(50-100 Hz), restricted to a localized NIII, and so forth, for subsequent positive
area within the muscle. These prop- and negative potentials. In the second sys-
agated potentials are generated by tem, the components are specified by po-
muscle fibers excited by activity in larity and average peak latency in normal
nerve terminals. These potentials subjects to the nearest millisecond. The
have been referred to as biphasic first nomenclature principle has been
spike potentials, end-plate spikes, used in an abbreviated form to identify the
and, incorrectly, nerve potentials. seven positive components (I-VII) of the
end-plate noise See end-plate activity normal brainstem/auditory evoked poten-
(monophasic). tial The second nomenclature principle
end-plate potential (EPP) The graded has been used to identify the positive and
nonpropagated membrane potential in- negative components of visual evoked po-
duced in the postsynaptic membrane of tentials (N75, P100) and somatosensory
the muscle fiber by the action of aceryl- evoked potentials (P9, P11, P13, P14, N20.
choline released in response to an action P23). Regardless of the nomenclature sys-
potential in the presynaptic axon termi- tem, it is possible under standardized
nal. conditions to establish normal ranges of
end-plate spike See end-plate activity amplitude, duration, and latency of the in-
(biphasic). dividual components of these evoked po-
end-plate zone The region in a muscle tentials. The difficulty with the second
where the neuromuscular junctions of the system is that the latencies of components
skeletal muscle fibers are concentrated. of evoked potentials depend upon the
ENG See electronewography. length of the pathways in the neural so-
ENMG See electroneuromyography. matosensory evoked potential tissues.
EPP See end-plate potential Thus the components of somatosensory
EPSP See excitatory postsynaptic poten- evoked potential recorded in a child have
tial different average latencies from the same
evoked compound muscle action poten- components of somatosensory evoked po-
tial See compound muscle action potential tential recorded in an adult. Despite this
evoked potential Electric waveform elicited problem, there is no better system avail-
by and temporally related to a stimulus, able for naming these components at this
most commonly an electric stimulus deliv- time. See auditory evoked potentials,
Appendix 5: AAEE Glossary 905
brainstem auditory evoked potentials, vi- the M wave(s) compared with the re-
sual evoked potentials, somatosensory sults of identical studies of the rested
evoked potentials. neuromuscular junction as follows:
evoked response Tautology. Use of term a. Repair of the decrement: A diminu-
discouraged. See preferred term, evoked tion of the decrementing response
potential seen with slow rates (2-5 Hz) of
excitability Capacity to be activated by repetitive nerve stimulation.
or react to a stimulus. b. Increment after exercise: An in-
excitatory postsynaptic potential crease in the amplitude associated
(EPSP) A local, graded depolarization of a with an increase in the area of the
neuron in response to activation by a M wave elicited by a single supra-
nerve terminal or a synapse. Contrast maximal stimulus.
with inhibitory postsynaptic potential
exploring electrode Synonymous with Facilitation should be distinguished from
active electrode. See recording electrode. pseudofacilitation. Pseudofacilitation oc-
F reflex See preferred term, F wave. curs in normal subjects with repetitive
F response Synonymous with F wave. nerve stimulation at high (20-50 Hz) rates
See preferred term, F wave. or after strong volitional contraction, and
*F wave A compound action potential probably reflects a reduction in the tem-
evoked intermittently from a muscle by a poral dispersion of the summation of a
supramaximal electric stimulus to the constant number of muscle fiber action
nerve. Compared with the maximal am- potentials. Pseudofacilitation produces a
plitude M wave of the same muscle, the response characterized by an increase in
F wave has a smaller amplitude (l%-5% the amplitude of the successive M waves
of the M wave), variable configuration, with a corresponding decrease in the du-
and a longer, more variable latency. The ration of the M wave resulting in no
F wave can be found in many muscles of change in the area of the negative phase
the upper and lower extremities, and the of the successive M waves.
latency is longer with more distal sites of far-field potential Electric activity of bi-
stimulation. The F wave is due to an- ologic origin generated at a considerable
tidromic activation of motor neurons. It distance from the recording electrodes.
was named by Magladery and McDougal Use of the terms near-Jield potential and
in 1950. Compare the H wave and the A far-field potential is discouraged because
wave. all potentials in clinical neurophysiology
*facilitation Improvement of neuromus- are recorded at some distance from the
cular transmission that results in the ac- generator and there is no consistent dis-
tivation of previously inactive muscle tinction between the two terms.
fibers. Facilitation may be identified in fasciculation The random, spontaneous
several ways: twitching of a group of muscle fibers or a
motor unit. This twitch may produce
1. Incrementing response: A repro- movement of the overlying skin (limb),
ducible increase in the amplitude as- mucous membrane (tongue), or digits. The
sociated with an increase in the area electric activity associated with the spon-
of successive electric responses (M taneous contraction is called the fascicu-
waves) during repetitive nerve stimu- lation potential. See also myokymia. His-
lation. torically the term fibrillation has been
2. Postactivation or posttetanic facilita- used to describe fine twitching of muscle
tion: Nerve stimulation studies per- fibers visible through the skin or mucous
formed within a few seconds after a membrane, but this usage is no longer ac-
brief period (2-15 s) of nerve stimu- ceptable.
lation producing tetanus or after a *fasciculation potential The electric po-
strong voluntary contraction may tential often associated with a visible fas-
show changes in the configuration of ciculation which has the configuration of a
motor unit action potential but which occurs
*Illustration in Section II. spontaneously. Most commonly these po-
906 Appendices
tentlals occur sporadically and are termed trodes, the firing rate has a wide range
"single fasciculation potentials." Occasion- (1-50 Hz) and often decreases just before
ally, the potentials occur as a grouped dis- cessation of an individual discharge. A
charge and are termed a "brief repetitive high-pitched regular sound is associated
discharge." The occurrence of repetitive fir- with the discharge of fibrillation potentials
ing of adjacent fasciculation potentials, and has been described in the old litera-
when numerous, may produce an undu- ture as "rain on a tin roof." In addition to
lating movement of muscle (see myokymia]. this classic form of fibrillation potentials,
Use of the terms benign fasciculation and positive sharp waves may also be recorded
malignant fasciculation is discouraged. In- from fibrillating muscle fibers when the
stead, the configuration of the potentials, potential arises from an area immediately
peak-to-peak amplitude, duration, number adjacent to the needle electrode.
of phases, and stability of configuration, in firing pattern Qualitative and quantita-
addition to frequency of occurrence, should tive descriptions of the sequence of dis-
be specified. charge of potential waveforms recorded
fatigue Generally, a state of depressed re- from muscle or nerve.
sponsiveness resulting from protracted firing rate Frequency of repetition of a
activity and requiring an appreciable re- potential. The relationship of the fre-
covery time. Muscle fatigue is a reduction quency to the occurrence of other poten-
in the force of contraction of muscle fibers tials and the force of muscle contraction
and follows repeated voluntary contrac- may be described. See also discharge fre-
tion or direct electric stimulation of the quency.
muscle. frequency Number of complete cycles of
fiber density (1) Anatomically, fiber den- a repetitive waveform in one second. Mea-
sity is a measure of the number of mus- sured in hertz (Hz) or cycles per second
cle or nerve fibers per unit area. (2) In sin- (cps or c/s).
gle fiber electromyography, the fiber frequency analysis Determination of the
density is the mean number of muscle range of frequencies composing a poten-
fiber action potentials fulfilling amplitude tial waveform, with a measurement of the
and rise time criteria belonging to one mo- absolute or relative amplitude of each
tor unit within the recording area of the component frequency.
single fiber needle electrode encountered full interference pattern See interfer-
during a systematic search in the weakly, ence pattern.
voluntarily contracted muscle. See also functional refractory period See refrac-
single fiber electromyography, single fiber tory period.
needle electrode. Gl, G2 Synonymous with Grid 1, Grid 2,
fibrillation The spontaneous contrac- and newer terms, Input Terminal 1, and
tions of individual muscle fibers which are Input Terminal 2. See recording electrode.
not visible through the skin. This term has "giant" motor unit action potential Use
been used loosely in electromyography for of term discouraged. It refers to a motor
the preferred term, fibrillation potential. unit action potential with a peak-to-peak
fibrillation potential The electric activity amplitude and duration much greater
associated with a spontaneously contract- than the range recorded in corresponding
ing (fibrillating) muscle fiber. It is the ac- muscles in normal subjects of similar age.
tion potential of a single muscle fiber. The Quantitative measurements of amplitude
action potentials may occur sponta- and duration are preferable.
neously or after movement of the needle Grid 1 Synonymous with G1. Input Ter-
electrode. The potentials usually fire at a minal 1, or active or exploring electrode.
constant rate, although a small proportion See recording electrode.
fire irregularly. Classically, the potentials Grid 2 Synonymous with G2. Input Ter-
are biphasic spikes of short duration (usu- minal 2, or reference electrode. See record-
ally less than 5 ms) with an initial posi- ing electrode.
tive phase and a peak-to-peak amplitude ground electrode An electrode connected
of less than 1 mV. When recorded with to the patient and to a large conducting
concentric or monopolar needle elec- body (such as the earth) used as a com-
Appendix 5: AAEE Glossary 907
mon return for an electric circuit and as "increment after exercise See facilita-
an arbitrary zero potential reference point. tion.
grouped discharge The term has been incremental response See preferred
used historically to describe three phe- term, incrementing response.
nomena: (1) irregular, voluntary grouping *incrementing response A reproducible
of motor unit action potentials as seen in increase in amplitude and/or area of suc-
a tremulous muscular contraction, (2) in- cessive responses (M wave) to repetitive
voluntary grouping of motor unit action po- nerve stimulation. The rate of stimulation
tentials as seen in myokymia, and (3) gen- and the number of stimuli should be spec-
eral term to describe repeated firing of ified. An incrementing response is com-
motor unit action potentials. See preferred monly seen in two situations. First, in nor-
term, repetitive discharge. mal subjects the configuration of the M
H reflex Abbreviation for Hoffmann re- wave may change with repetitive nerve
flex. See H wave. stimulation so that the amplitude pro-
H response See preferred term H wave. gressively increases as the duration de-
*H wave A compound muscle action po- ceases, but the area of the M wave re-
tential having a consistent latency evoked mains the same. This phenomenon is
regularly, when present, from a muscle by termed pseudojacilitation. Second, in dis-
an electric stimulus to the nerve. It is reg- orders of neuromuscular transmission,
ularly found only in a limited group of the configuration of the M wave may
physiologic extensors, particularly the calf change with repetitive nerve stimulation
muscles. The H wave is most easily ob- so that the amplitude progressively in-
tained with the cathode positioned proxi- creases as the duration remains the same
mal to the anode. Compared with the or increases, and the area of the M wave
maximum amplitude M wave of the same increases. This phenomenon is termed fa-
muscle, the H wave has a smaller ampli- cilitation. Contrast with decrementing re-
tude, a longer latency, and a lower opti- sponse.
mal stimulus intensity. The latency is indifferent electrode Synonymous with
longer with more distal sites of stimula- reference electrode. Use of term discour-
tion. A stimulus intensity sufficient to aged. See recording electrode.
elicit a maximal amplitude M wave re- inhibitory postsynaptic potential
duces or abolishes the H wave. The H (IPSP) A local graded hyperpolarization of
wave is thought to be due to a spinal re- a neuron in response to activation at a
flex, the Hoffmann reflex, with electric synapse by a nerve terminal. Contrast
stimulation of afferent fibers in the mixed with excitatory postsynaptic potential.
nerve to the muscle and activation of mo- injury potential The potential difference
tor neurons to the muscle through a between a normal region of the surface of
monosynaptic connection in the spinal a nerve or muscle and a region that has
cord. The reflex and wave are named in been injured; also called a demarcation
honor of Hoffmann's description (1918). potential. The injury potential approxi-
Compare the F wave. mates the potential across the membrane
habituation Decrease in size of a reflex because the injured surface is almost at
motor response to an afferent stimulus the potential of the inside of the cell.
when the latter is repeated, especially at Input Terminal 1 The input terminal of
regular and recurring short intervals. the differential amplifier at which nega-
hertz (Hz) Unit of frequency equal to cy- tivity, relative to the other input terminal,
cles per second. produces an upward deflection on the
Hoffmann reflex See H wave. graphic display. Synonymous with active
hyperpolarization See polarization. or exploring electrode (or older term, Grid
Hz See hertz. 1). See recording electrode.
increased insertion activity See inser- Input Terminal 2 The input terminal of
tion activity. the differential amplifier at which nega-
tivity, relative to the other input terminal,
produces a downward deflection on the
*Illustration in Section II. graphic display. Synonymous with refer-
908 Appendices
ence electrode (or older term, Grid 2). See tials that are not under voluntary control.
recording electrode. The condition under which they occur
*insertion activity Electric activity should be described, e.g., spontaneous or
caused by insertion or movement of a nee- reflex potentials and, if elicited by a stim-
dle electrode. The amount of the activity ulus, the nature of the stimulus. Contrast
may be described as normal, reduced, in- with spontaneous activity.
creased (prolonged), with a description of IPSP See inhibitory postsynaptic poten-
the waveform and repetitive rate. tial
interdischarge interval Time between irregular potential See preferred term,
consecutive discharges of the same po- serrated action potential
tential. Measurements should be made iterative discharge See preferred term,
between the corresponding points on each repetitive discharge.
waveform. *JitterSynonymous with single fiber elec-
interference Unwanted electric activity tromyographic jitter. Jitter is the variabil-
arising outside the system being studied. ity with consecutive discharges of the in-
*interference pattern Electric activity terpotential interval between two muscle
recorded from a muscle with a needle elec- fiber action potentials belonging to the
trode during maximal voluntary effort. A same motor unit. It is usually expressed
Jull interference pattern implies that no in- quantitatively as the mean value of the
dividual motor unit action potentials difference between the interpotential in-
(MUAP) can be clearly identified. A re- tervals of successive discharges (the mean
duced interference pattern (intermediate consecutive difference, MCD). Under cer-
pattern] is one in which some of the indi- tain conditions, jitter is expressed as the
vidual MUAPs may be identified while mean value of the difference between in-
other individual MUAPs cannot be identi- terpotential intervals arranged in the or-
fied because of overlap. The term discrete der of decreasing interdischarge intervals
activity is used to describe the electric ac- (the mean sorted difference, MSD).
tivity recorded when each of several dif- Jolly test A technique described by Jolly
ferent MUAPs can be identified. The term (1895), who applied an electric current to
single unit pattern is used to describe a excite a motor nerve while recording the
single MUAP, firing at a rapid rate (should force of muscle contraction. Harvey and
be specified) during maximum voluntary Masland (1941) refined the technique by
effort. The force of contraction associated recording the M wave evoked by repetitive,
with the interference pattern should be supramaximal nerve stimulation to detect
specified. See also recruitment pattern. a defect of neuromuscular transmission.
intermediate interference pattern See Use of the term is discouraged. See pre-
interference pattern. ferred term, repetitive nerve stimulation.
International 10-20 System A system of late component (of a motor unit action
electrode placement on the scalp in which potential) See preferred term, satellite
electrodes are placed either 10% or 20% potential
of the total distance between the nasion late response A general term used to de-
and inion in the sagittal plane, and be- scribe an evoked potential having a longer
tween right and left preauricular points in latency than the M wave. See A wave, F
the coronal plane. wave, H wave, and T wave.
interpeak interval Difference between latency Interval between the onset of a
the peak latencies of two components of stimulus and the onset of a response.
a waveform. Thus the term onset latency is a tautol-
interpotential interval Time between ogy and should not be used. The peak la-
two different potentials. Measurement tency is the interval between the onset of
should be made between the correspond- a stimulus and a specified peak of the
ing parts on each waveform. evoked potential.
involuntary activity Motor unit poten- latency of activation The time required
for an electric stimulus to depolarize a
nerve fiber (or bundle of fibers as in a
*Illustration in Section II. nerve trunk) beyond threshold and to ini-
Appendix 5: AAEE Glossary 909
tiate a regenerative action potential in the General term referring to the technique
fiber(s). This time is usually on the order and conditions that approximate record-
of 0.1 ms or less. An equivalent term now ing of all muscle fiber action potentials
rarely used in the literature is the "uti- arising from the same motor unit.
lization time." macro-EMG See macroelectromyography.
latent period See synonym, latency. macro-EMG needle electrode A modified
linked potential See preferred term, single fiber electromyography electrode in-
satellite potential. sulated to within 15 mm from the tip and
long-latency SEP That portion of a so- with a small recording surface (25 um in
matosensory evoked potential normally diameter) 7.5 mm from the tip.
occurring at a time greater than 100 ms malignant fasciculation Use of this term
after stimulation of a nerve in the upper is discouraged to describe a firing pattern
extremity at the wrist, or the lower ex- of fasciculation potentials. Historically,
tremity at the knee or ankle. the term was used to describe large,
M response See synonym, M wave. polyphasic fasciculation potentials firing
*M wave A compound action potential at a slow rate. This pattern has been seen
evoked from a muscle by a single electric in progressive motor neuron disease, but
stimulus to its motor nerve. By conven- the relationship is not exclusive. See fas-
tion, the M wave elicited by supramaxi- ciculation potential
mal stimulation is used for motor nerve maximal stimulus See stimulus.
conduction studies. Ideally, the recording maximum conduction velocity See con-
electrodes should be placed so that the duction velocity.
initial deflection of the evoked potential is MCD Abbreviation for mean consecutive
negative. The latency, commonly called difference. See jitter.
the motor latency, is the latency (ms) to mean consecutive difference (MCD) See
the onset of the first phase (positive or jitter.
negative) of the M wave. The amplitude membrane instability Tendency of a cell
(MV) is the baseline-to-peak amplitude of membrane to depolarize spontaneously,
the first negative phase, unless otherwise with mechanical irritation, or after volun-
specified. The duration (ms) refers to the tary activation.
duration of the first negative phase, un- MEPP Miniature end plate potential.
less otherwise specified. Normally, the microneurography The technique of
configuration of the M wave (usually recording peripheral nerve action poten-
biphasic) is quite stable with repeated tials in humans by means of intraneural
stimuli at slow rates (1-5 Hz). See repeti- electrodes.
tive nerve stimulation. midlatency SEP That portion of the
macromotor unit action potential waveforms of a somatosensori/ evoked po-
(macro MUAP) The average electric activ- tential normally occurring within 25-100
ity of that part of an anatomic motor unit ms after stimulation of a nerve in the up-
that is within the recording range of a per extremity at the wrist, within 40-100
macro-EMG electrode. The potential is ms after stimulation of a nerve in the
characterized by its consistent appear- lower extremity at the knee, and within
ance when the small recording surface of 50-100 ms after stimulation of a nerve in
the macro-EMG electrode is positioned to the lower extremity at the ankle.
record action potentials from one muscle miniature end plate potential (MEPP)
fiber. The following parameters can be The postsynaptic muscle fiber potentials
specified quantitatively: (1) maximal peak- produced through the spontaneous re-
to-peak amplitude, (2) area contained un- lease of individual quanta of acetylcholine
der the waveform, (3) number of phases. from the presynaptic axon terminals. As
macro MUAP See macro motor unit action recorded with conventional concentric
potential needle electrodes inserted in the end plate
*macroelectromyography (macro-EMG) zone, such potentials are characteristi-
cally monophasic, negative, of relatively
short duration (less than 5 ms) and gen-
*Illustration in Section II. erally less than 20 uV in amplitude.
910 Appendices
MNCV Abbreviation for motor nerve con- muscle fibers within the recording range
duction velocity. See conduction velocity. of an electrode. With voluntary muscle
monophasic action potential See action contraction, the action potential is char-
potential with one phase. acterized by its consistent appearance
monophasic end-plate activity See end with, and relationship to, the force of con-
plate activity (monophasic). traction. The following parameters should
monopolar needle recording electrode be specified, quantitatively if possible, af-
A solid wire, usually stainless steel, usu- ter the recording electrode is placed so as
ally coated, except at its tip, with an in- to minimize the rise time (which by con-
sulating material. Variations in voltage vention should be less than 0.5 ms):
between the tip of the needle (active or ex- 1. Configuration
ploring electrode) positioned in a muscle a. Amplitude, peak-to-peak (uV or
and a conductive plate on the skin sur- mV).
face or a bare needle in subcutaneous tis- b. Duration, total (ms).
sue (reference electrode) are measured. By c. Number of phases (monophasic,
convention, this recording condition is re- biphasic, triphasic, tetraphasic,
ferred to as a monopolar needle electrode polyphasic).
recording. It should be emphasized, how- d. Sign of each phase (negative, pos-
ever, that potential differences are always itive).
recorded between two electrodes. e. Number of turns.
motor latency Interval between the on- f. Variation of shape, if any, with
set of a stimulus and the onset of the re- consecutive discharges.
sultant compound muscle action potential g. Presence of satellite (linked) po-
(M wave}. The term may be qualified, as tentials, if any.
proximal motor latency or distal motor la- 2. Recruitment characteristics
tency, depending on the relative position a. Threshold of activation (first re-
of the stimulus. cruited, low threshold, high thresh-
motor nerve conduction velocity old).
(MNCV) See conduction velocity. b. Onset frequency (Hz).
motor point The point over a muscle c. Recruitment frequency (Hz) or re-
where a contraction of a muscle may be cruitment interval (ms) of individ-
elicited by a minimal-intensity, short- ual potentials.
duration electric stimulus. The motor Descriptive terms implying diagnostic sig-
point corresponds anatomically to the lo- nificance are not recommended, e.g., myo-
cation of the terminal portion of the mo- pathic, neuropathic, regeneration, nascent,
tor nerve fibers (end-plate zone). giant, BSAP, and BSAPP. See polyphasic ac-
motor response (1) The compound mus- tion potential serrated action potential
cle action potential (M wave) recorded over motor unit fraction See scanning EMG.
a muscle with stimulation of the nerve to motor unit potential (MUP) See syn-
the muscle, (2) the muscle twitch or con- onym, motor unit action potential
traction elicited by stimulation of the motor unit territory The area in a mus-
nerve to a muscle, and (3) the muscle cle over which the muscle fibers belong-
twitch elicited by the muscle stretch re- ing to an individual motor unit are dis-
flex. tributed.
motor unit The anatomic unit of an an- movement artifact See artifact
terior horn cell, its axon, the neuromus- MSD Abbreviation for mean sorted differ-
cular junctions, and all of the muscle ence. See jitter.
fibers innervated by the axon. MUAP See motor unit action potential
*motor unit action potential (MUAP) multielectrode See multtiead electrode.
Action potential reflecting the electric ac- multilead electrode Three or more insu-
tivity of a single anatomic motor unit. It lated wires inserted through a common
is the compound action potential of those metal cannula with their bared tips at an
aperture in the cannula and flush with
the outer circumference of the cannula.
*Illustration in Section II. The arrangement of the bare tips relative
Appendix 5: AAEE Glossary 911
to the axis of the cannula and the dis- *myokymic discharge Motor unit action
tance between each tip should be speci- potentials that fire repetitively and may be
fied. associated with clinical myokymia. Two
multiple discharge Four or more motor firing patterns have been described. Com-
unit action potentials of the same form and monly, the discharge is a brief, repetitive
nearly the same amplitude occurring con- firing of single units for a short period (up
sistently in the same relationship to one to a few seconds) at a uniform rate (2-60
another and generated by the same axon Hz) followed by a short period (up to a few
or muscle fiber. See double and triple dis- seconds) of silence, with repetition of the
charge. same sequence for a particular potential.
multiplet See multiple discharge. Less commonly, the potential recurs con-
MUP Abbreviation for motor unit potential. tinuously at a fairly uniform firing rate
See preferred term, motor unit action po- (1-5 Hz). Myokymic discharges are a sub-
tential class of grouped discharges and repetitive
muscle action potential Term com- discharges.
monly used to refer to a compound mus- myopathic motor unit potential Use of
cle action potential. this term is discouraged. It has been used
muscle cramp Most commonly, an invol- to refer to low-amplitude, short-duration,
untary, painful muscle contraction associ- polyphasic motor unit action potentials.
ated with electric activity (see cramp The term incorrectly implies specific di-
discharge). Muscle cramps may be ac- agnostic significance of a motor unit po-
companied by other types of repetitive dis- tential configuration. See motor unit action
charges, and in some metabolic myopathies potential
(McArdle's disease) the painful, contracted myopathic recruitment Use of this term
muscles may show electric silence. is discouraged. It has been used to de-
muscle fiber action potential Action po- scribe an increase in the number of and
tential recorded from a single muscle firing rate of motor unit action potentials
fiber. compared with normal for the strength of
muscle fiber conduction velocity The muscle contraction.
speed of propagation of a single muscle myotonia The clinical observation of de-
fiber action potential, usually expressed as layed relaxation of muscle after voluntary
meters per second. The muscle fiber con- contraction or percussion. The delayed re-
duction velocity is usually less than most laxation may be electrically silent, or ac-
nerve conduction velocities, varies with companied by propagated electric activity,
the rate of discharge of the muscle fiber, such as myotonic discharge, complex
and requires special techniques for mea- repetitive discharge, or neuromyotonic dis-
surement. charge.
muscle stretch reflex Activation of a *myotonic discharge Repetitive discharge
muscle that follows stretch of the muscle, at rates of 20-80 Hz are of two types: (1)
e.g., by percussion of a muscle tendon. biphasic (positive-negative) spike potentials
myoedema Focal muscle contraction less than 5 ms in duration resembling fib-
produced by muscle percussion and not rillation potentials, (2) positive waves of
associated with propagated electric activ- 5-20 ms in duration resembling positive
ity; may be seen in hypothyroidism sharp waves. Both potential forms are
(myxedema) and chronic malnutrition. recorded after needle insertion, after vol-
myokymia Continuous quivering or un- untary muscle contraction or after muscle
dulating movement of surface and overly- percussion, and are due to independent,
ing skin and mucous membrane associated repetitive discharges of single muscle
with spontaneous repetitive discharge of fibers. The amplitude and frequency of the
motor unit potentials. See myokymic dis- potentials must both wax and wane to be
charge, fasciculation, and fasciculation po- identified as myotonic discharges. This
tential change produces a characteristic musical
sound in the audio display of the elec-
tromyograph due to the corresponding
*Illustration in Section II. change in pitch, which has been likened to
912 Appendices
the sound of a "dive bomber." Contrast with refer to studies of waveforms generated in
waning discharge. both the peripheral and central nervous
myotonic potential See preferred term, system. The waveforms recorded in nerve
myotonic discharge. conduction studies are compound sensory
NAP Abbreviation for nerve action poten- nerve action potentials and compound mus-
tial See compound nerve action potential. cle action potentials. The compound sensory
nascent motor unit potential From the nerve action potentials are generally re-
Latin nascens, to be born. Use of term is ferred to as sensory nerve action potentials.
discouraged as it incorrectly implies diag- The compound muscle action potentials are
nostic significance of a motor unit po- generally referred to by letters which have
tential configuration. The term has been historical origins: M wave, F wave, H wave,
used to refer to very low-amplitude, long- T wave, A wave, R! wave, and R2 wave. It
duration, highly polyphasic motor unit is possible under standardized conditions
potentials observed during early states of to establish normal ranges of amplitude,
reinnervation of muscle. See motor unit ac- duration, and latencies of these evoked po-
tion potential tentials and to calculate the maximum con-
NCS See nerve conduction studies. duction velocity of sensory and motor
NCV Abbreviation for nerve conduction ve- nerves.
locity. See conduction velocity. nerve conduction velocity (NCV) Loosely
near constant frequency trains See pre- used to refer to the maximum nerve con-
ferred term, complex repetitive discharge. duction velocity. See conduction velocity.
near-field potential Electric activity of nerve fiber action potential Action po-
biologic origin generated near the record- tential recorded from a single nerve fiber.
ing electrodes. Use of the terms near-field nerve potential Equivalent to nerve ac-
potential and far-field potential is discour- tion potential. Also commonly, but inac-
aged because all potentials in clinical neu- curately, used to refer to the biphasic form
rophysiology are recorded at some dis- of end-plate activity. The latter use is in-
tance from the generator and there is no correct because muscle fibers, not nerve
consistent distinction between the two fibers, are the source of these potentials.
terms. nerve trunk action potential See pre-
needle electrode An electrode for record- ferred term, compound nerve action poten-
ing or stimulating, shaped like a needle. tial
See specific electrodes: bifilar (bipolar] neurapraxia Failure of nerve conduction,
needle recording electrode, concentric nee- usually reversible, due to metabolic or mi-
dle electrode, macro-EMG needle electrode, crostructural abnormalities without dis-
monopolar needle electrode, multilead elec- ruption of the axon. See preferred elec-
trode, single fiber needle electrode, and trodiagnostic term, conduction block.
stimulating electrode. neuromyotonia Clinical syndrome of
nerve action potential (NAP) Strictly de- continuous muscle fiber activity mani-
fined, refers to an action potential fested as continuous muscle rippling and
recorded from a single nerve fiber. The stiffness. The accompanying electric ac-
term is commonly used to refer to the tivity may be intermittent or continuous.
compound nerve action potential. See Terms used to describe related clinical
compound nerve action potential syndromes are continuous muscle fiber
nerve conduction studies (NCS) Synony- activity, Isaac syndrome, Isaac-Merton
mous with electronewography. Recording syndrome, quantal squander syndrome,
and analysis of electric waveforms of bio- generalized myokymia, pseudomyotonia,
logic origin elicited in response to electric normocalcemic tetany and neurotonia.
or physiologic stimuli Generally nerve con- *neuromyotonic discharge Bursts of
duction studies refer to studies of wave- motor unit action potentials that originate
forms generated in the peripheral nervous in the motor axons firing at high rates
system, whereas evoked potential studies (150-300 Hz) for a few seconds, and which
often start and stop abruptly. The ampli-
tude of the response typically wanes. Dis-
*Illustration in Section II. charges may occur spontaneously or be
Appendix 5: AAEE Glossary 913
the needle electrode which is felt to be ad- volts, that exists between two points. Most
jacent to the depolarized segment of a mus- biologically produced potentials arise from
cle fiber injured by the electrode. Note that the difference in charge between two sides
the positive sharp waveform is not specific of a cell membrane. See polarization.
for muscle fiber damage. Motor unit action potentiation Physiologically, the enhance-
potentials and potentials in myotonic dis- ment of a response. Some authors use the
charges may have the configuration of pos- term potentiation to describe the incre-
itive sharp waves. menting mechanical response of muscle
positive wave Loosely defined, the term elicited by repetitive nerve stimulation, i.e.,
refers to a positive sharp wave. See posi- posttetanic potentiation, and the termfacil-
tive sharp wave. itation to describe the incrementing electric
*postactivation depression A descrip- response elicited by repetitive nerve stimu-
tive term indicating a reduction in the am- lation, i.e., postactivation facilitation.
plitude associated with a reduction in the prolonged insertion activity See inser-
area of the M wave(s) in response to a sin- tion activity.
gle stimulus or train of stimuli which oc- propagation velocity of a muscle fiber
curs a few minutes after a brief (30-60 The speed of transmission of a muscle
seconds), strong voluntary contraction or fiber action potential.
a period of repetitive nerve stimulation that proximal latency See motor latency and
produces tetanus. Postactivation exhaus- sensory latency.
tion refers to the cellular mechanisms re- *pseudofacilitation See facilitation.
sponsible for the observed phenomenon of pseudomyotonic discharge Use of term
postactivation depression. discouraged. It has been used to refer to
postactivation exhaustion A reduction different phenomena, including (1) com-
in the safety factor (margin) of neuro- plex repetitive discharges, and (2) repeti-
muscular transmission after sustained tive discharges that do not wax or wane
activity of the neuromuscular junction. in both frequency and amplitude, and end
The changes in the configuration of the M abruptly. These latter discharges may be
wave due to postactivation exhaustion are seen in disorders such as polymyositis in
referred to as postactivation depression. addition to disorders with myotonic dis-
postactivation facilitation See facilita- charges. See preferred term, waning dis-
tion. charge.
postactivation potentiation Refers to pseudopolyphasic action potential Use
the increase in the force of contraction of this term is discouraged. See preferred
(mechanical response) after tetanus or term, serrated action potential
strong voluntary contraction. Contrast Rl, R2 waves See blink responses.
postactivation facilitation. recording electrode Device used to
posttetanic facilitation See facilitation. record electric potential difference. All
posttetanic potentiation The incre- electric recordings require two electrodes.
menting mechanical response of muscle The recording electrode close to the source
during and after repetitive nerve stimula- of the activity to be recorded is called the
tion without a change in the amplitude of active or exploring electrode, and the other
the action potential. In spinal cord phys- recording electrode is called the reference
iology, the term has been used to describe electrode. Active electrode is synonymous
enhancement of excitability or reflex out- with Input Terminal 1 (or older terms Grid
flow of the central nervous system follow- 1, and Gl) and the reference electrode
ing a long period of high-frequency stim- with Input Terminal 2 (or older terms Grid
ulation. This phenomenon has been 2, and G2).
described in the mammalian spinal cord, In some recordings, it is not certain
where it lasts minutes or even hours. which electrode is closer to the source of
potential A physical variable created by the biologic activity, i.e., recording with a
differences in charges, measurable in bifilar (bipolar] needle electrode. In this sit-
uation, it is convenient to refer to one elec-
trode as Input Electrode 1 and the other
*Illustration in Section II. electrode as Input Electrode 2.
Appendix 5: AAEE Glossary 915
By present convention, a potential dif- period is the period following an action po-
ference that is negative at the active elec- tential during which no stimulus, however
trode (Input Terminal 1) relative to the ref- strong, evokes a further response. The rel-
erence electrode (Input Terminal 2) causes ative refractory period is the period follow-
an upward deflection on the oscilloscope ing an action potential during which a stim-
screen. The term monopolar recording is ulus must be abnormally large to evoke a
not recommended, because all recording second response. The functional refractory
requires two electrodes; however, it is period is the period following an action po-
commonly used to describe the use of an tential during which a second action po-
intramuscular needle exploring electrode tential cannot yet excite the given region.
in combination with a surface disk or sub- regeneration motor unit potential Use
cutaneous needle reference electrode. A of this term is discouraged. See motor unit
similar combination of needle electrodes action potential.
has been used to record nerve activity and relative refractory period See refractory
also has been referred to as monopolar period.
recording. *repairof the decrement See facilitation.
recruitment The successive activation of repetitive discharge General term for the
the same and additional motor units with recurrence of an action potential with the
increasing strength of voluntary muscle same or nearly the same form. The term
contraction. See motor unit action potential may refer to recurring potentials recorded
recruitment frequency Firing rate of a in muscle at rest, during voluntary con-
motor unit action potential (MUAP) when a traction, or in response to single nerve
different MUAP first appears with gradu- stimulus. See double discharge, triple dis-
ally increasing strength of voluntary mus- charge, multiple discharge, myokymic dis-
cle contraction. This parameter is essen- charge, myotonic discharge, complex repet-
tial to assessment of recruitment pattern. itive discharge.
recruitment interval The interdischarge *repetitive nerve stimulation The tech-
interval between two consecutive dis- nique of repeated supramaximal stimula-
charges of a motor unit action potential tions of a nerve while recording M waves
(MUAP) when a different MUAP first ap- from muscles innervated by the nerve. The
pears with gradually increasing strength number of stimuli and the frequency of
of voluntary muscle contraction. The rec- stimulation should be specified. Activation
iprocal of the recruitment interval is the procedures performed prior to the test
recruitment frequency. should be specified, e.g., sustained volun-
*recruitment pattern A qualitative and/ tary contraction or contraction induced by
or quantitative description of the sequence nerve stimulation. If the test was per-
of appearance of motor unit action poten- formed after an activation procedure, the
tials with increasing strength of voluntary time elapsed after the activation procedure
muscle contraction. The recruitment fre- was completed should also be specified.
quency and recruitment interval are two The technique is commonly used to assess
quantitative measures commonly used. the integrity of neuromuscular transmis-
See interference pattern for qualitative sion. For a description of specific patterns
terms commonly used. of responses, see the terms incrementing
reduced insertion activity See insertion response, decrementing response, facilita-
activity. tion and postactwation depression.
reduced interference pattern See inter- repolarization See polarization.
ference pattern. residual latency Refers to the calculated
reference electrode See recording elec- time difference between the measured dis-
trode. tal latency of a motor nerve and the ex-
reflex A stereotyped motor response pected distal latency, calculated by divid-
elicited by a sensory stimulus. ing the distance between the stimulus
refractory period The absolute refractory cathode and the active recording electrode
by the maximum conduction velocity mea-
sured in a more proximal segment of a
*Illustration in Section II. nerve. The residual latency is due in part
916 Appendices
3. Posterior tibial nerve SSEPs: Normal cle or elsewhere. (3) In clinical EEG
short-latency response components to recordings, a wave with duration less than
posterior tibial nerve stimulation are des- 80 ms (usually 15-80 ms).
ignated as the PF potential in the popliteal spinal evoked potential Electric wave-
fossa, P37 and N45 waves in records taken forms of biologic origin recorded over the
between scalp and noncephalic reference sacral, lumbar, thoracic or cervical spine
electrode, and L3 and T12 potentials in in response to electric stimulation or
bipolar derivation from respective spines. physiologic activation of peripheral sen-
silent period A pause in the electric ac- sory fibers. See preferred term, so-
tivity of a muscle such as that seen after matosensory evoked potential
rapid unloading of a muscle. spontaneous activity Electric activity
*single fiber electromyography (SFEMG) recorded from muscle or nerve at rest af-
General term referring to the technique and ter insertion activity has subsided and
conditions that permit recording of a sin- when there is no voluntary contraction or
gle muscle fiber action potential See single- external stimulus. Compare with involun-
fiber needle electrode and jitter. tary activity.
single fiber EMG See single-fiber elec- SSEP See short-latency somatosensory
tromyography. evoked potential
single fiber needle electrode A needle staircase phenomenon The progressive
electrode with a small recording surface increase in the force of a muscle contrac-
(usually 25 um in diameter) permitting the tion observed in response to continued
recording of single muscle fiber action po- low rates of direct or indirect muscle stim-
tentials between the active recording sur- ulation.
face and the cannula. See single-fiber elec- stigmatic electrode Of historic interest.
tromyography. Used by Sherrington for active or explor-
single unit pattern See interference pat- ing electrode.
tern. stimulating electrode Device used to ap-
SNAP Abbreviation for sensory nerve ac- ply electric current. All electric stimula-
tion potential. See compound sensory tion requires two electrodes; the negative
nerve action potential terminal is termed the cathode and the
somatosensory evoked potentials positive terminal, the anode. By conven-
(SEPs) Electric waveforms of biologic ori- tion, the stimulating electrodes are called
gin elicited by electric stimulation or phys- bipolar if they are encased or attached to-
iologic activation of peripheral sensory gether. Stimulating electrodes are called
fibers, for example, the median nerve, monopolar if they are not encased or at-
common peroneal nerve, or posterior tib- tached together. Electric stimulation for
ial nerve. The normal SEP is a complex nerve conduction studies generally re-
waveform with several components that quires application of the cathode to pro-
are specified by polarity and average peak duce depolarization of the nerve trunk
latency. The polarity and latency of indi- fibers. If the anode is inadvertently placed
vidual components depend upon (1) sub- between the cathode and the recording
ject variables, such as age, sex, (2) stim- electrodes, a focal block of nerve conduc-
ulus characteristics, such as intensity, tion (anodal block) may occur and cause
rate of stimulation, and (3) recording pa- a technically unsatisfactory study.
rameters, such as amplifier time con- stimulus Any external agent, state, or
stants, electrode placement, and electrode change that is capable of influencing the
combinations. See short-latency SEPs. activity of a cell, tissue, or organism. In
spike (1) In cellular neurophysiology, a clinical nerve conduction studies, an elec-
short-lived (usually in the range of 1-3 tric stimulus is generally applied to a nerve
ms), all-or-none change in membrane po- or muscle. The electric stimulus may be de-
tential that arises when a graded response scribed in absolute terms or with respect
passes a threshold. (2) The electric record to the evoked potential of the nerve or mus-
of a nerve impulse or similar event in mus- cle. In absolute terms, the electric stimu-
lus is defined by a duration (ms), a wave-
form (square, exponential, linear, etc.) and
*Illustration in Section II. a strength or intensity measured in voltage
918 Appendices
(V) or current (mA). With respect to the temporal dispersion Relative desynchro-
evoked potential, the stimulus may be nization of components of a compound ac-
graded as subthreshold, threshold, sub- tion potential due to different rates of con-
maximal, maximal, or supramaximal. A duction of each synchronously evoked
threshold stimulus is that stimulus just suf- component from the stimulation point to
ficient to produce a detectable response. the recording electrode.
Stimuli less than the threshold stimulus terminal latency Synonymous with the
are termed subthreshold. The maximal stim- preferred term, distal latency. See motor
ulus is the stimulus intensity after which a latency and sensory latency.
further increase in the stimulus intensity test stimulus See paired stimuli
causes no increase in the amplitude of the tetanic contraction The contraction pro-
evoked potential. Stimuli of intensity below duced in a muscle through repetitive max-
this level but above threshold are sufomox:- imal direct or indirect stimulation at a suf-
imol. Stimuli of intensity greater than the ficiently high frequency to produce a
maximal stimulus are termed supramaxi- smooth summation of successive maxi-
mal. Ordinarily, supramaximal stimuli are mum twitches. The term may also be ap-
used for nerve conduction studies. By con- plied to maximum voluntary contractions
vention, an electric stimulus of approxi- in which the firing frequencies of most or
mately 20% greater voltage/current than all of the component motor units are suf-
required for the maximal stimulus may be ficiently high that successive twitches of
used for supramaximal stimulation. The individual motor units fuse smoothly.
frequency, number, and duration of a se- Their tensions all combine to produce a
ries of stimuli should be specified. steady, smooth maximum contraction of
stimulus artifact See artifact the whole muscle.
strength-duration curve Graphic presen- tetanus The continuous contraction of
tation of the relationship between the in- muscle caused by repetitive stimulation or
tensity (Y axis) and various durations (X discharge of nerve or muscle. Contrast
axis) of the threshold electric stimulus for tetany.
a muscle with the stimulating cathode po- tetany A clinical syndrome manifested by
sitioned over the motor point The rheobase muscle twitching, cramps, and carpal and
is the intensity of an electric current of in- pedal spasms. These clinical signs are
finite duration necessary to produce a min- manifestations of peripheral and central
imal visible twitch of a muscle when applied nervous system nerve irritability from sev-
to the motor point. In clinical practice, a du- eral causes. In these conditions, repetitive
ration of 300 ms is used to determine the discharges (double discharge, triple dis-
rheobase. The chronaxie is the time required charge, multiple discharge) occur fre-
for an electric current twice the rheobase to quently with voluntary activation of motor
elicit the first visible muscle twitch. unit action potentials or may appear as
submaximal stimulus. See stimulus. spontaneous activity and are enhanced by
subthreshold stimulus See stimulus. systemic alkalosis or local ischemia.
supramaximal stimulus See stimulus. tetraphasic action potential Action po-
surface electrode Conducting device for tential with four phases.
stimulating or recording placed on a skin threshold The level at which a clear and
surface. The material (metal, fabric), con- abrupt transition occurs from one state
figuration (disk, ring), size, and separa- to another. The term is generally used to
tion should be specified. See electrode refer to the voltage level at which an ac-
(ground, recording, stimulating). tion potential is initiated in a single axon
synchronized fibrillation See preferred or a group of axons. It is also opera-
term, complex repetitive discharge. tionally defined as the intensity that pro-
*T wave A compound action potential duces a response in about 50% of equiv-
evoked from a muscle by rapid stretch of alent trials.
its tendon, as part of the muscle stretch threshold stimulus See stimulus.
reflex. train of positive sharp waves See posi-
tive sharp wave.
train of stimuli A group of stimuli. The
*Illustration in Section II. duration of the group or the number of
Appendix 5: AAEE Glossary 919
stimuli and the frequency of the stimuli from a potential source through a con-
should be specified. ducting medium, such as the body tissues.
triphasic action potential Action poten- voluntary activity In electromyography,
tial with three phases. the electric activity recorded from a mus-
triple discharge Three motor unit action cle with consciously controlled muscle con-
potentials of the same form and nearly the traction. The effort made to contract the
same amplitude, occurring consistently in muscle should be specified relative to that
the same relationship to one another and of a corresponding normal muscle, e.g.,
generated by the same axon or muscle minimal, moderate, or maximal. If the
fiber. The interval between the second and recording remains isoelectric during the at-
the third action potential often exceeds tempted contraction of the muscle and ar-
that between the first two, and both are tifacts have been excluded, it can be con-
usually in the range of 2-20 ms. cluded that there is no voluntary activity.
triplet See triple discharge. waning discharge General term referring
turn Point of change in direction in the to a repetitive discharge that gradually de-
waveform and the magnitude of the volt- creases in frequency or amplitude before
age change following the turning point. It cessation. Contrast with myotonic dis-
is not necessary that the voltage change charge.
passes through the baseline. The minimal wave An undulating line constituting a
excursion required to constitute a change graphic representation of a change, e.g.,
should be specified. a changing electric potential difference.
unipolar needle electrode See synonym, See A wave, Fwave, H wave, and M wave.
monopolar needle recording electrode. waveform The shape of a wave. The term
utilization time See preferred term, la- is often used synonymously with wave.
tency of activation.
VEPs See visual evoked potentials.
VERs Abbreviation for visual evoked re-
sponses. See visual evoked potentials.
SECTION II:
ILLUSTRATIONS OF SELECTED
*visual evoked potentials (VEPs) Elec- WAVEFORMS
tric waveforms of biologic origin are
recorded over the cerebrum and elicited
by light stimuli. VEPs are classified by 5-1. Compound sensory nerve action po-
stimulus rate as transient or steady state tentials
VEPs, and can be further divided by pre- 5-2. Short-latency SEPs of the median
sentation mode. The normal transient nerve
VEP to checkerboard pattern reversal or 5-3. Short-latency SEPs of the common
shift has a major positive occipital peak peroneal nerve
at about 100 ms (P 100 ). often preceded by 5-4. Short-latency SEPs of the posterior
a negative peak (N75). The precise range tibial nerve
of normal values for the latency and am- 5-5. Visual evoked potential
plitude of P100 depends on several factors: 5-6. Brainstem auditory evoked potential
(1) subject variables, such as age, sex, and 5-7. M wave
visual acuity, (2) stimulus characteristics, 5-8. F wave
such as type of stimulator, full-field or 5-9. H wave
half-field stimulation, check size, contrast 5-10. A wave
and luminescence, and (3) recording pa- 5-11. T wave
rameters, such as placement and combi- 5-12. Blink responses
nation of recording electrodes. 5-13. Repetitive nerve stimulation: nor-
visual evoked responses (VERs) See vi- mal response
sual evoked potentials. 5-14. Repetitive nerve stimulation: decre-
volitional activity See voluntary activity. menting response
voltage Potential difference between two 5-15. Repetitive nerve stimulation: incre-
recording sites. menting response
volume conduction Spread of current 5-16. Repetitive nerve stimulation: facili-
tation, increment after exercise, repair of
*Illustration in Section II. the decrement, postactivation depression
920 Appendices
Appendix Figure 5-1. Compound sensory nerve action potentials recorded with surface electrodes in a nor-
mal subject. A compound nerve action potential is considered to have been evoked from afferent fibers if the
recording electrodes detect activity only in a sensory nerve or in a sensory branch of a mixed nerve, or if
the electric stimulus is applied to a sensory nerve or a dorsal nerve root, or an adequate stimulus is applied
synchronously to sensory receptors. The amplitude, latency, duration, and configuration should be noted.
Generally, the amplitude is measured as the maximum peak-to-peak voltage, the latency as either the la-
tency to the initial deflection or the peak latency to the negative peak, and the duration as the interval from
the first deflection of the waveform from the baseline to its final return to the baseline. The compound sen-
sory nerve action potential has been referred to as the sensory response or sensory potential
Appendix 5: AAEE Glossary 921
Appendix Figure 5-2. Short-latency somatosensory evoked potentials elicited by electric stimulation of the
median nerve at the wrist (MN-SSEPs) occur within 25 ms of the stimulus in normal subjects. Normal short-
latency response components to median nerve stimulation are designated P9, P11, P13, P14, N20. and P23 in
records taken between scalp and noncephalic reference electrodes, and N9, N11, N13, and N14 in cervical
spine-scalp derivation. It should be emphasized that potentials having opposite polarity but similar latency
in spine-scalp and scalp-noncephalic reference derivations do not necessarily have identical generator
sources. The C4' designation indicates that the recording scalp electrode was placed 2 cm posterior to the
International 10-20 C4 electrode location.
922 Appendices
Appendix Figure 5-3. Short-latency somatosensory evoked potentials elicited by stimulation of the common
peroneal nerve at the knee (CPN-SSEPs) occur within 40 ms of the stimulus in normal subjects. It is sug-
gested that individual response components be designated as follows: (1) Spine components: L3 and T12
spine potentials. (2) Scalp components: P27 and N35. The Cz' and Fpz' designations indicate that the record-
ing scalp electrode was placed 2 cm posterior to the International 10-20 Cz and Fpz electrode locations.
Appendix 5: AAEE Glossary 923
Appendix Figure 5-4. Short-latency somatosensory evoked potentials elicited by electrical stimulation of the
posterior tibial nerve (PTN-SSEPs) at the ankle occur within 50 ms of the stimulus in normal subjects. It is
suggested that individual response components be designated as follows: (1) Nerve trunk (tibial nerve) com-
ponent in the popliteal fossa: PF potential. (2) Spine components: L3 and T12 potentials. (3) Scalp compo-
nents: P37 and N45 waves. The Cz' and Fpz' designations indicate that the recording scalp electrode was
placed 2 cm posterior to the International 10-20 Cz and Fpz electrode locations.
Appendix Figure 5-7. M waves recorded with surface electrodes over the abductor digiti quinti muscle
elicited by electric stimulation of the ulnar nerve at several levels. The M wave is a compound action poten-
tial evoked from a muscle by a single electric stimulus to its motor nerve. By convention, the M wave elicited
by supramaximal stimulation is used for motor nerve conduction studies. Ideally, the recording electrodes
should be placed so that the initial deflection of the evoked potential is negative. The latency, commonly
called the motor latency, is the latency (ms) to the onset of the first phase (positive or negative) of the M
wave. The amplitude (mV) is the baseline-to-peak amplitude of the first negative phase, unless otherwise
specified. The duration (ms) refers to the duration of the first negative phase, unless otherwise specified.
Normally, the configuration of the M wave (usually biphasic) is quite stable with repeated stimuli at slow
rates (1-5 Hz). See repetitive nerve stimulation.
Appendix 5: AAEE Glossary 925
Appendix Figure 5-8. F waves recorded with surface electrodes over the abductor digiti quinti muscle elicited
by electric stimulation of the ulnar nerve at the wrist with two different gain settings. The F wave is a com-
pound action potential evoked intermittently from a muscle by a supramaximal electric stimulus to the nerve.
Compared with the maximal amplitude M wave of the same muscle, the F wave has a smaller amplitude
(l%-5% of the M wave), variable configuration, and a longer, more variable latency. The F wave can be found
in many muscles of the upper and lower extremities, and the latency is longer with more distal sites of stim-
ulation. The F wave is due to antidromic activation of motor neurons. It was named by Magladery and Mc-
Dougal in 1950. Compare the H wave and the A wave.
Appendix Figure 5-9. H waves recorded with surface electrodes over the soleus muscle elicited by electric
stimulation of the posterior tibial nerve at the knee. The stimulus intensity was gradually increased (top
tracing to bottom tracing). The H wave is a compound muscle action potential having a consistent latency
evoked regularly, when present, from a muscle by an electric stimulus to the nerve. It is regularly found
only in a limited group of physiologic extensors, particularly the calf muscles. The H wave is most easily
obtained with the cathode positioned proximal to the anode. Compared with the maximum amplitude M
wave of the same muscle, the H wave has a smaller amplitude, a longer latency, and a lower optimal stim-
ulus intensity. The latency is longer with more distal sites of stimulation. A stimulus intensify sufficient to
elicit a maximal amplitude M wave reduces or abolishes the H wave. The H wave is thought to be due to a
spinal reflex, the Hoffmann reflex, with electric stimulation of afferent fibers in the mixed nerve to the mus-
cle and activation of motor neurons to the muscle through a monosynaptic connection in the spinal cord.
The reflex and wave are named in honor of Hoffmann's description in 1918. Compare the F wave.
926 Appendices
Appendix Figure 5-10. A waves (under arrows) recorded with surface electrodes over the abductor hallu-
cis brevis elicited by electric stimulation of the posterior tibial nerve at the level of the ankle (top four traces)
and at the level of the knee (bottom four traces). The A wave is a compound action potential evoked con-
sistently from a muscle by submaximal electric stimuli to the nerve and frequently abolished by supramax-
imal stimuli. The amplitude of the A wave is similar to that of the F wave, but the latency is more constant.
The A wave usually occurs before the F wave, but may occur afterward. The A wave is due to normal or
pathologic axonal branching. Compare the F wave.
Appendix 5: AAEE Glossary 927
Appendix Figure 5-11. The T wave is a compound action potential evoked from a muscle by rapid stretch
of its tendon, as part of the muscle stretch reflex. The T waves were recorded with surface electrodes over
the quadriceps femoris (left tracings) and triceps surae (right tracings) and elicited by stretching the mus-
cles by tapping the corresponding tendon.
APPENDIX FIGURE 5-12. Blink responses recorded with surface electrodes over the right orbicularis oculi
(upper tracings) and left orbicularis oculi (lower tracings) elicited by electric stimulation of the supraorbital
nerve on the right (left tracings) and on the left (right tracings). The blink responses are compound muscle
action potentials evoked from orbicularis oculi muscles as a result of brief electric or mechanical stimuli to
the cutaneous area innervated by the supraorbital (or less commonly, the infraorbital) branch of the trigem-
inal nerve. Typically, there is an early compound muscle action potential (R1 wave) ipsilateral to the stim-
ulation site with a latency of about 10 ms and a bilateral late compound muscle action potential (R2 wave)
with a latency of approximately 30 ms. Generally, only the R2 wave is associated with a visible twitch of the
orbicularis oculi. The configuration, amplitude, duration, and latency of the two components, along with the
sites of recording and the sites of stimulation, should be specified. R1 and R2 waves are probably oligosy-
naptic and polysynaptic brainstem reflexes, respectively, together called the blink reflex, with the afferent
arc provided by the sensory branches of the trigeminal nerve and the efferent arc provided by the facial nerve
motor fibers.
928 Appendices
Appendix Figure 5-13. Study in a normal subject. The successive M waves are displayed to the right. The
M waves were recorded with surface electrodes over the hypothenar eminence (abductor digiti quinti) dur-
ing ulnar nerve stimulation at a rate of 3 Hz. Note the configuration of the successive M waves is unchanged.
Repetitive nerve stimulation is a technique of repeated supramaximal stimulations of a nerve while record-
ing M waves from muscles innervated by the nerve. The number of stimuli and the frequency of stimulation
should be specified. Activation procedures performed prior to the test should be specified, e.g., sustained
voluntary contraction or contraction induced by nerve stimulation. If the test was performed after an acti-
vation procedure, the time elapsed after the activation procedure was completed should also be specified.
The technique is commonly used to assess the integrity of neuromuscular transmission. For a description
of specific patterns of responses, see the terms incrementing response, decrementing response, facilitation,
and postactivation depression.
Appendix 5: AAEE Glossary 929
Appendix Figure 5-14. Repetitive nerve stimulation study in a patient with myasthenia gravis. Successive
M waves were recorded with surface electrodes over the rested cheek (nasalis) muscle during repetitive fa-
cial nerve stimulation at a rate of 2 Hz, with a display to permit measurement of the amplitude and dura-
tion of the negative phase (left) or peak-to-peak amplitude (right). A decrementing response is a reproducible
decline in the amplitude and/or area of the M wave of successive responses to repetitive nerve stimulation.
The rate of stimulation and the total number of stimuli should be specified. Decrementing responses with
disorders of neuromuscular transmission are most reliably seen with slow rates (2-5 Hz) of nerve stimula-
tion. A decrementing response with repetitive nerve stimulation commonly occurs in disorders of neuro-
muscular transmission, but can also be seen in some neuropathies, myopathies, and motor neuron disease.
An artifact resembling a decrementing response can result from movement of the stimulating or recording
electrodes during repetitive nerve stimulation. Contrast with incrementing response.
930 Appendices
Appendix Figure 5-15. Repetitive nerve stimulation study in a patient with Lambert-Eaton myasthenic syn-
drome (LEMS). An incrementing response was recorded with surface electrodes over the hypothenar emi-
nence (abductor digiti quinti) during repetitive ulnar nerve stimulation at a rate of 50 Hz with a display to
permit measurement of the peak-to-peak amplitude (top) or amplitude and duration of the negative phase
(bottom). An incrementing response is a producible increase in amplitude and/or area of successive responses
(M wave) to repetitive nerve stimulation. The rate of stimulation and the number of stimuli should be spec-
ified. An incrementing response is commonly seen in two situations. First, in normal subjects the configu-
ration of the M wave may change with repetitive nerve stimulation so that the amplitude progressively in-
creases as the duration decreases, but the area of the M wave remains the same. This phenomenon is termed
pseudofacilitation. Second, in disorders of neuromuscular transmission, the configuration of the M wave may
change with repetitive nerve stimulation so that the amplitude progressively increases as the duration re-
mains the same or increases, and the area of the M wave increases. This phenomenon is termed facilitation.
Contrast with decrementing response.
Appendix 5: AAEE Glossary 931
Appendix Figure 5-16. Repetitive nerve stimulation studies in a normal subject (N) and patients with myas-
thenia gravis (MG) and Lambert-Eaton myasthenic syndrome (LEMS). Three successive M waves were elicited
by repetitive nerve stimulation at a rate of 2 Hz. The three responses were superimposed. This method of
display emphasizes a change in the configuration of successive responses, but does not permit identifica-
tion of the order of the responses. In each superimposed display of three responses where the configuration
did change, the highest amplitude response was the first response, and the lowest amplitude response was
the third response. After testing the rested muscle, the muscle was forcefully contracted for 10 to 30 sec-
onds (exercise time). The repetitive nerve stimulation was carried out again 3 seconds, 2 minutes, and 10
minutes after the exercise ended. The results illustrate facilitation and postactivation depression.
932 Appendices
Appendix Figure 5-17. Repetitive nerve stimulation study in a normal subject. The successive M waves
were recorded with surface electrodes over the hypothenar eminence (abductor digiti quinti) during ulnar
nerve stimulation at a rate of 30 Hz. Pseudofacilitation may occur in normal subjects with repetitive nerve
stimulation at high (20-50 Hz) rates or after strong volitional contraction, and probably reflects a reduction
in the temporal dispersion of the summation of a constant number of muscle fiber action potentials due to
increases in the propagation velocity of action potentials of muscle cells with repeated activation. Pseudofa-
cilitation should be distinguished from facilitation. The recording shows an incrementing response charac-
terized by an increase in the amplitude of the successive M waves with a corresponding decrease in the du-
ration of the M wave resulting in no change in the area of the negative phase of the successive M waves.
INSERTION ACTIVITY
Appendix Figure 5-18. Insertion activity in a normal subject. Insertion activity is the electric activity caused
by insertion or movement of a needle electrode. The amount of the activity may be described as normal, re-
duced, or increased (prolonged), with a description of the waveform and repetitive rate.
Appendix 5: AAEE Glossary 933
END-PLATE ACTIVITY
Appendix Figure 5-19. Spontaneous electric activity recorded with a needle electrode close to muscle end-
plates. May be either of two forms: (1) Monophasic (upper and lower traces): Low-amplitude (10-20 uV), short-
duration (0.5-1 ms), monophasic (negative) potentials that occur in a dense, steady pattern and are restricted
to a localized area of the muscle. Because of the multitude of different potentials occurring, the exact fre-
quency, although appearing to be high, cannot be defined. These nonpropagated potentials are probably
miniature end-plate potentials recorded extracellularly. This form of end-plate activity has been referred to
as end-plate noise or sea shell sound (sea shell noise or roar). (2) Biphasic (upper trace): Moderate-amplitude
(100-300 uV), short-duration (2-4 ms), biphasic (negative-positive) spike potentials that occur irregularly in
short bursts with a high frequency (50-100 Hz), restricted to a localized area within the muscle. These prop-
agated potentials are generated by muscle fibers excited by activity in nerve terminals. These potentials have
been referred to as biphasic spike potentials, end-plate spikes, and, incorrectly, nerve potentials.
FIBRILLATION POTENTIAL
Appendix Figure 5-20. The top trace shows a single fibrillation potential waveform. The bottom trace shows
the pattern of discharge of two other fibrillation potentials, which differ with respect to amplitude and dis-
charge frequency. A fibrillation potential is the electric activity associated with a spontaneously contracting
(fibrillating) muscle fiber. It is the action potential of a single muscle fiber. The action potentials may occur
spontaneously or after movement of the needle electrode. The potentials usually fire at a constant rate, al-
though a small proportion fire irregularly. Classically, the potentials are biphasic spikes of short duration
(usually less than 5 ms) with an initial positive phase and a peak-to-peak amplitude of less than 1 mV. When
recorded with a concentric or monopolar needle electrode, the firing rate has a wide range (1-50 Hz) and of-
ten decreases just before cessation of an individual discharge. A high-pitched regular sound is associated
with the discharge of fibrillation potentials and has been described in the old literature as "rain on a tin roof."
In addition to this classic form of fibrillation potentials, positive sharp waves may also be recorded from fib-
rillating muscle fibers when the potential arises from an area immediately adjacent to the needle electrode.
934 Appendices
Appendix Figure 5-21. The top trace shows a single positive sharp wave. The bottom trace shows the pat-
tern of initial discharge of a number of different positive sharp waves after movement of the recording nee-
dle electrode in denervated muscle. A positive sharp wave is a biphasic, positive-negative action potential ini-
tiated by needle movement and recurring in a uniform, regular pattern at a rate of 1-50 Hz: the discharge
frequency may decrease slightly just before cessation of discharge. The initial positive deflection is rapid (< 1
ms), its duration is usually less than 5 ms, and the amplitude is up to 1 mV. The negative phase is of low
amplitude, with a duration of 10-100 ms. A sequence of positive sharp waves is commonly referred to as a
train of positive sharp waves. Positive sharp waves can be recorded from the damaged area of fibrillating
muscle fibers. Its configuration may result from the position of the needle electrode which is thought to be
adjacent to the depolarized segment of a muscle fiber injured by the electrode. Note that the positive sharp
waveform is not specific for muscle fiber damage. Motor unit action potentials and potentials in myotonic dis-
charges may have the configuration of positive sharp waves.
Appendix 5: AAEE Glossary 935
MYOTONIC DISCHARGE
Appendix Figure 5-22. Repetitive discharge at rates of 20 to 80 Hz are of two types: (1) biphasic (posi-
tive-negative) spike potentials less than 5 ms in duration resembling fibrittation potentials, (2) positive waves
of 5 to 20 ms in duration resembling positive sharp waves. Both potential forms are recorded after needle
insertion, after voluntary muscle contraction or after muscle percussion, and are due to independent, repet-
itive discharges of single muscle fibers. The amplitude and frequency of the potentials must both wax and
wane to be identified as myotonic discharges. This change produces a characteristic musical sound in the
audio display of the electromyograph due to the corresponding change in pitch, which has been likened to
the sound of a "diver bomber." Contrast with waning discharge.
936 Appendices
Appendix Figure 5-23. A complex repetitive discharge is a polyphasic or serrated action potential that may
begin spontaneously or after a needle movement. They have a uniform frequency, shape, and amplitude,
with abrupt onset, cessation, or change in configuration. Amplitude ranges from 100 uV to 1 mV and fre-
quency of discharge from 5 to 100 Hz. This term is preferred to bizarre high-frequency discharge, bizarre
repetitive discharge, bizarre repetitive potential, near constant frequency trains, pseudomyotonic discharge,
and synchronized fibrillation.
Appendix 5: AAEE Glossary 937
FASCICULATION POTENTIAL
Appendix Figure 5-24. Six different fasciculation potentials are displayed in the top traces with a time scale
to permit characterization of the individual waveforms. The bottom two traces display fasciculation poten-
tials with a time scale to demonstrate the random discharge pattern. A fasciculation potential is the electric
potential often associated with a visible fasciculation that has the configuration of a motor unit action po-
tential but that occurs spontaneously. Most commonly these potentials occur sporadically and are termed
single fasciculation potentials. Occasionally, the potentials occur as a grouped discharge and are termed a
brief repetitive discharge. The occurrence of repetitive firing of adjacent fasciculation potentials, when nu-
merous, may produce an undulating movement of muscle (see myokymia). Use of the terms benign fascicu-
lation and malignant fasciculation is discouraged. Instead, the configuration of the potentials, peak-to-peak
amplitude, duration, number of phases, and stability of configuration, in addition to frequency of occur-
rence, should be specified.
938 Appendices
MYOKYMIC DISCHARGE
Appendix Figure 5-25. Tracings of three different myokymic discharges displayed with a time scale (left) to
illustrate the firing pattern and with a different time scale (right) to illustrate that the individual potentials
have the configuration of a motor unit action potential. A myokymic discharge is a group of motor unit action
potentials that fire repetitively and may be associated with clinical myokymia. Two firing patterns have been
described. Commonly, the discharge is a brief, repetitive firing of single units for a short period (up to a few
seconds) at a uniform rate (2-60 Hz) followed by a short period (up to a few seconds) of silence, with repe-
tition of the same sequence for a particular potential. Less commonly, the potential recurs continuously at
a fairly uniform firing rate (1-5 Hz). Myokymic discharges are a subclass of grouped discharges and repeti-
tive discharges.
Appendix 5: AAEE Glossary 939
NEUROMYOTONIC DISCHARGE
Appendix Figure 5-26. The time scale was chosen to illustrate the characteristic firing pattern. A neu-
romyotonic discharge is a burst of motor unit action potentials that originate in the motor axons firing at high
rates (150-300 Hz) for a few seconds, and often start and stop abruptly. The amplitude of the response typ-
ically wanes. Discharges may occur spontaneously or be initiated by needle movement, voluntary effort, and
ischemia or percussion of a nerve. These discharges should be distinguished from myotonic discharges and
complex repetitive discharges.
940 Appendices
CRAMP DISCHARGE
Appendix Figure 5-27. A cramp discharge arises from the involuntary repetitive firing of motor unit action
potentials at a high frequency (up to 150 Hz) in a large area of muscle, usually associated with painful mus-
cle contraction. Both the discharge frequency and the number of motor action potentials firing increase grad-
ually during development, and both subside gradually with cessation. See muscle cramp.
Appendix Figure 5-28. A motor unit action potential (MUAP) is the action potential reflecting the electric ac-
tivity of a single anatomic motor unit. It is the compound action potential of those muscle fibers within the
recording range of an electrode. With voluntary muscle contraction, the action potential is characterized by
its consistent appearance with, and relationship to, the force of contraction. The following parameters should
be specified, quantitatively if possible, after the recording electrode is placed so as to minimize the rise time
(which by convention should be less than 0.5 ms).
Appendix 5: AAEE Glossary 941
SATELLITE POTENTIAL
APPENDIX FIGURE 5-29. Four tracings of the same motor unit action potential (MUAP) indicated by the ar-
row. A satellite potential is a small action potential separated from the main MUAP by an isoelectric inter-
val and firing in a time-locked relationship to the main action potential. These potentials usually follow, but
may proceed, the main action potential. Also called late component, parasite potential, linked potential, and
coupled discharge (less preferred terms).
RECRUITMENT PATTERN
Appendix Figure 5-30. Recruitment pattern and interference pattern. Recruitment refers to the successive
activation of the same and new motor units with increasing strength of voluntary muscle contraction. The
recruitment pattern is a qualitative and/or quantitative description of the sequence of appearance of motor
unit action potentials with increasing strength of voluntary muscle contraction. The recruitment frequency
and recruitment interval are two quantitative measures commonly used. The interference pattern is the elec-
tric activity recorded from a muscle with a needle electrode during maximal voluntary effort. A. full interfer-
ence pattern implies that no individual motor unit action potential (MUAP) can be clearly identified (see trac-
ing on far right). A reduced interference pattern (intermediate pattern) is one in which some of the individual
MUAPs may be identified while other individual MUAPs cannot be identified because of overlap. The term
discrete activity is used to describe the electric activity recorded when each of several different MUAPs can
be identified. The term single unit pattern is used to describe a single MUAP, firing at rapid rate (should be
specified) during maximum voluntary effort. The force of contraction associated with the interference pat-
tern should be specified.
942 Appendices
MACROELECTROMYOGRAPHY
ferred to as "Grid 1" or "G1"and the other or orthodromic), the intensity of the stim-
input was called "Grid 2" or "G2." In stud- ulus relative to the response (subthresh-
ies of activities generated by the central old, submaximal, or supramaximal), and
nervous system in response to peripheral the number of stimuli. The terms related
nerve stimulation (e.g., somatosensory to strength-duration curves are included
evoked potentials), this convention is pre- here solely for historic purposes because
served by the terms "Input Terminal 1" these tests are now rarely used.
and "Input Terminal 2" because the exact Antidromic
site of the origin of the recorded activity Orthodromic
is not known. In nerve conduction stud-
ies and electromyography, the electrodes Stimulus
that lead to the input terminals of the am- Threshold stimulus
plifier can be referred to as "Input Termi- Maximal stimulus
nals 1 and 2," but more commonly they Subthreshold stimulus
are referred to as the "active electrode" Submaximal stimulus
and the "reference electrode," respectively, Supramaximal stimulus
because the source of the electric activity Paired stimuli
is better understood. Conditioning stimulus
Electrode Test stimulus
Surface electrode Strength-duration curve
Needle electrode Chronaxie
Bifilar needle recording electrode Rheobase
Coaxial needle electrode
Concentric needle recording electrode Artifact
Monopolar needle electrode Stimulus artifact
Unipolar needle electrode Electric artifact
Multilead electrode Shock artifact
Multielectrode Movement artifact
Stimulating electrode
Anodal block
Recording electrode Response Terminology
Active electrode
Exploring electrode The terms in this section refer to the elec-
Stigmatic electrode tric activity recorded from peripheral
Reference electrode nerve and muscle and from the central
Indifferent electrode nervous system in response to physio-
Input Terminal 1 logic, mechanical, or electric stimuli. His-
Input Terminal 2 torically, the terms chosen to describe
Grid 1, Grid 2 these responses often implied physiologic
GI, G2 mechanisms that, in some cases, subse-
Ground electrode quent investigations have disproved. In
Earth electrode other cases, the term chosen has also
been used to describe more than one phe-
Single fiber needle electrode nomenon. To solve these problems, the
Macro-EMG electrode Nomenclature Committee recommends
that some waveforms be referred to by
terms (letters) that are specific and unbi-
Stimulus Terminology ased. For example, the term M wave
specifically refers to the compound mus-
cle action potential recorded over a mus-
In performing nerve conduction studies, it cle directly in response to electric nerve
is important to identify the direction of stimulation. This term is preferred to the
propagation of the stimulus (antidromic term motor response which may mean ei-
946 Appendices
integrity of neuromuscular transmission. effort to select the one term that is pre-
Abnormal results of repetitive nerve stimu- ferred for each phenomenon. For example,
lation studies may also be seen in primary the term complex repetitive discharge was
disorders of nerve and muscle, as well as chosen to characterize the electric dis-
in primary disorders of neuromuscular charge that has two or more different com-
transmission. Therefore, it is important to ponents (complex) and repeats regularly
be certain that the results of the studies are (repetitive). Other terms that have been
described completely so that the basis of used to describe the same activity are
the conclusion can be reviewed. Descriptive bizarre high-frequency discharge, bizarre
terms such as decrementing response, in- repetitive discharge, and bizarre repetitive
crementing response, repair of the decre- potential These latter terms were not cho-
ment, and increment after exercise should sen since the word bizarre is a relative one
be used to describe the results. Quantita- and it has a negative connotation. The term
tive values indicating the magnitude of the pseudomyotonic discharge has also been
change, as well as the method of calcula- used to describe complex repetitive dis-
tion, should be included in the report. charges but is to be avoided because there
*Repetitive nerve stimulation are other electric phenomena that resem-
Jolly test ble myotonia, for example, waning dis-
charges. Two more terms that have been
Train of stimuli used to describe complex repetitive dis-
*Decrementing response charges are near constant frequency train
Decremental response and synchronized fibrillation.
Occasionally a term that describes a
*Repair of the decrement clinical phenomenon is used incorrectly to
*Postactivation depression describe an electric phenomenon. In or-
Postactivation exhaustion der to make clear the distinction between
them, both terms have been included in
*Incrementing response this Glossary. Examples of these pairs
Incremental response would be
*Increment after exercise fasciculation-fasciculation potential
*Facilitation myokymia-myokymic discharge
Postactivation facilitation neuromyotonia-neuromyotonic
Posttetanic facilitation discharge
muscle cramp-cramp discharge
Potentiation myotonia-myotonic discharge.
Postactivation potentiation It is important for physicians to use
Posttetanic potentiation each term in these sets correctly and
*Pseudofacilitation specifically. For example, it would be in-
correct to describe myotonic discharge as
myotonia or vice versa. Not all delayed
Needle Examination Terminology muscle relaxation (myotonia) is accompa-
nied by myotonic discharges, and not all
myotonic discharges are accompanied by
Needle examination terms comprise the visible, delayed muscle relaxation.
largest "group" in the Glossary. They in- The term motor unit action potential is
clude the range of activities that are ob- preferred to the term motor unit potential
served in muscle with a needle electrode. to described the synchronized muscle
The activities can be subdivided into in- fiber action potentials belonging to one
sertion activity, spontaneous activity, in- motor unit. This recommendation is in
voluntary activity and voluntary activity. In keeping with the origins of the term in the
several cases, different terms have been basic neurophysiology laboratory.
used in the literature to describe the same Attention is called to the terms recruit-
phenomena. The committee has made an ment frequency and recruitment interval
which provide more quantitative descrip-
"Illustration in Section II. tions of recruitment than the older terms
948 Appendices
single unit pattern, discrete activity, re- Late component (of a motor unit action
duced interference pattern, and full inter- potential)
ference pattern. Many electromyographers Coupled discharge
now assess the number of motor unit ac- Linked potential
tion potentials available in the muscle from Parasite potential
the recruitment frequency or recruitment Neuropathic motor unit potential
intervals, and report the results directly as "Giant" motor unit action potential
a normal number of motor unit action po-
tentials, or as a mild, moderate, moder- Myopathic motor unit potential
ately severe, or severe decrease in the BSAP
number of motor unit action potentials. BSAPP
*Insertion activity Nascent motor unit potential
Reduced insertion activity Recruitment
Increased insertion activity *Recruitment pattern
Prolonged insertion activity Recruitment frequency
Electric silence Recruitment interval
Electric inactivity Firing rate
Spontaneous activity Firing pattern
Involuntary activity Discharge frequency
Order of activation
*End-plate activity Onset frequency
End-plate noise *Interference pattern
End-plate spike Full interference pattern
Nerve potential Reduced interference pattern
Sea shell sound (sea shell roar or noise) Intermediate interference pattern
Fibrillation *Complex repetitive discharge
*Fibrillation potential Bizarre high-frequency discharge
Denervation potential Bizarre repetitive discharge
*Positive sharp wave Bizarre repetitive potential
Positive wave Pseudomyotonic discharge
Trains of positive sharp waves Synchronized fibrillation
Near constant frequency trains
Motor unit Fasciculation
*Motor unit action potential *Fasciculation potential
Motor unit potential Benign fasciculation
MUAP Malignant fasciculation
MUP Contraction fasciculation
Amplitude Repetitive discharge
Duration Grouped discharge
Rise Time Iterative discharge
Phase Double discharge
Monophasic action potential Doublet
Biphasic action potential Triple discharge
Triphasic action potential Triplet
Tetraphasic action potential Multiple discharge
Polyphasic action potential Multiplet
Serrated action potential
Turn Tetanus
Irregular potential Tetany
Complex motor unit action potential Myokymia
*Satellite potential *Myokymic discharge
Muscle cramp
*Illustration in Section II. *Cramp discharge
Appendix 5: AAEE Glossary 949
Note: Page numbers followed by "f" indicate figures; numbers followed by "t" indicate tables; numbers followed
by "g" indicate glossary terms in the AAEE Glossary for Terms [Appendix 5]
A-alpha fiber 69, 70 Accessory deep peroneal nerve 25, 191, 191f
classification 69 Accessory nerve 7, 171, 715
fiber size-frequency histogram for 71f anatomy of 8f
in-vitro recording of 70f lesions of 715
A-beta lipoproteinemia muscles innervated by 5t, 715
neuropathy associated with 678 Accessory nucleus 7
A-delta fiber Accommodation 898g
classification of 69 us. latent addition 226, 227f
fiber size-frequency histogram for 71f Accommodation curve 898g
in-vitro recording of 70f Acetylcholine (ACh) 65, 242, 247, 345
A fibers axonal transport of 65
classification of 69t defective release of 247, 761
fiber size frequency histogram for 71f deficient synthesis of 762
in-vitro recording of 70f hypersensitivity of 345
A-to-D {analog to digital) conversion 877 quantum of 242
A wave 443 898g. See also Axon wave receptor of 242, 247, 762
clinical significance of 445 synaptic vesicles for 243
in facial neuropathies 445 Acetylcholinesterase 247, 265, 347, 766
Abdominal muscles 10, 377 in congenital myasthenia gravis 247
needle examination of 377 deficiency of 247, 248, 762, 762t
Abdominal rectus muscle 378 in organophosphate poisoning 265, 268f, 766
Abdominal stretch reflex 482 ACh receptor 242, 753
Abducens nerve 5, 5t, 376f, 377, 377f abnormalities of 242, 761
muscles innervated by 5t in myasthenia gravis 247
Abducens palsy 376 with a prolonged open time 762t
Abductor digiti minimi muscle 15, 17t, 18t, 25 ACh resynthesis
ulnar nerve study with 15, 143 abnormality of 762
Abductor digiti quinti muscle Acid maltase deficiency 343, 790, 822
tibial nerve study with 160 myotonia in 343
Abductor hallucis muscle 19t, 25, 156, 167 Acoustic neuroma 6, 714
sacral plexus study with 167 blink reflex in 421t, 424
tibial nerve study with 156 facial palsy in 714
Abductor pollicis brevis muscle 15, 17t Acoustic properties of motor unit 46
median nerve study with 15, 132, 135f Acoustic signals of muscle contraction 329
Abductor pollicis longus muscle 14, 17t Acquired immunodeficiency syndrome 612,
Aberrant regeneration 371f, 372, 422, 423f 668
Abnormal muscle activity 821 sterilization of needle after use in 40, 612
Absolute refractory period 898g. See also Acromegaly
Refractory period carpal tunnel syndrome in 721
Accelerometer for acoustic signals 329 myopathy in 797
951
952 Index
in multiple sclerosis 568, 569f, 570f normal values for 218, 218t
in myelopathies 571 single motor unit potential for 216
in neuropathies 572 Motor unit potential 35, 311, 910g
in radiculopathies 572 abnormalities of 356
in stroke 571 all-or-none response of 216
by transcranial electrical stimulation 554, 555f, amplitude of 315, 357, 361
556 in amyotrophic lateral sclerosis 357f
Motor latency 108, 910g automated analysis of 319, 324
Motor nerve conduction studies 97, 98f. See also computer analysis of 319, 324
individual nerves in Duchenne dystrophy 361f
of brachial plexus 152, 635 duration of 318t, 357, 361
of common peroneal nerve 162f effect of volume conductor 34
of lumbar plexus 167f in extraocular muscles 374
of median nerve 96f frequency spectrum of 314f
of peroneal nerve 160, 160t, 161t in hemifacial spasm 363
of phrenic nerve 151 interference pattern 322, 362
of radial nerve 149f, 150f in limb-girdle dystrophy 324f, 785
of sacral plexus 167f monopolar us. concentric electrode for 42
techniques for 96, 97 in myasthenia gravis 281, 757
of tibial nerve 158f, 160t, 161t in myopathies 341f, 361
types of abnormalities in 94 in neuropathies 340f, 359, 360f
of ulnar nerve 143t, 144f normal values for 318t
Motor nerve conduction velocity (MNCV) 98f, 910g phases of 317
Motor neuron disease 397, 600 polyphasic 913g
classification of 599 in polymyositis 800
complex repetitive discharge in 352 quantitative measurements of 317
cramps associated with 836 recruitment pattern of 320, 362
defects of neuromuscular transmission in 604 during reinnervation 359
diagnosis of 604 rise time of 316
doublet and triplet in 359 sampling of 216
electromyography in 603 temporal instability of 359
fasciculation potentials in 355 waveform variability of 311
focal 610 Motor unit territory 297t, 910g
motor evoked potentials in 569 Motorcycle sounds 344
multiple discharges in 359 Movement artifact 50, 910g
repetitive stimulation in 263 during prolonged stimulation 270
in Ryuku Islands of Japan 606 Movement disorders 821
single-fiber electromyography (SFEMG) in 397 motor evoked potentials in 571
slow 602 Movement-induced artifact 51, 258, 259t
Motor neurons Movement-related cortical potentials 567
recurrent activation of 440 MSD (mean sorted difference) 910g
Motor point 910g MUAP (motor unit action potential) 314, 910g, 940g
Motor response 910g Multicentric reticulohistiocytosis
Motor system myotonia associated with 822
anatomic levels of 308, 308f Multielectrode 43, 910g
Motor unit 296, 910g Multifidus muscle 378
activation threshold of 30 Multifocal conduction block 665
anatomy of 296 Multifocal motor neuropathy 199, 200f, 665
animal experiments of 298 motor evoked potentials in 572
irregular firing of 300, 362 Multilead electrode 910g
number of functioning 215 Multiple channel recording 46
phasic 299 Multiple discharges 359, 911g
physiologic characteristics of 298 Multiple myeloma
recruitment of 362 neuropathy associated with 657
size of 291t, 299 Multiple sclerosis 427f, 614
subunit of 347 4-aminopyridine for 81, 82
territory of 297, 297t blink reflex in 418t, 421t, 424, 428f, 430
tonic 299 decremental response in 265
twitch characteristics of 299 differential diagnosis of 4f
types of 299 effect of hyperthermia in 426
Motor unit action potential (MUAP) 314, 910g, facial myokymia in 832
940g. See also Motor unit potential facial palsy in 832
Motor unit fraction 910g fatigue in 329
Motor unit count 215 motor evoked potentials (MEP) in 554, 568,
Motor unit number estimates (MUNE) 215 569f, 570f
compound muscle action potential 215 myokymia in 355f, 832
methods of 216 myokymic discharges in 355f
972 Index
Myasthenic syndrome 259, 273f, 762t. See also us. lower motor neuron lesions 340f
Lambert-Eaton myasthenic syndrome us. upper motor neuron lesions 341f
clinical features of 759 Myoglobinuria 791, 792
compound muscle action potentials in 760 Myokymia 832, 911g
defective release of acetylcholine in 247 facial 832
differential diagnosis of 4f Myokymic discharges 355f, 667, 911g, 938g
edrophonium test for 760 in Guillain-Barre syndrome 355f
electrophysiological tests for 760 in multiple sclerosis 355f
electrical abnormalities in 242 in radiation plexopathy 635
end-plate abnormalities in 242f us. fasciculation potentials 352
etiologic considerations for 758 Myopathic disorder 359. See also Myopathy
familial congenital 248 Myopathic motor unit potentials 911g
morphologic changes in 242f Myopathic recruitment 911g
motor unit potential in 361 Myopathy 400, 779
pathophysiology of 247 centronuclear 788
posttetanic exhaustion in 271f congenital 787
posttetanic facilitation in 271f cystoplasmic body 789
posttetanic potentiation in 271f endocrine 796
quantum size in 252f firing rates in 300
repetitive stimulation in 252f, 271f, 272f, 273f, hereditary distal 785
761 hypokalemic 828
single-fiber electromyography (SFEMG) in 400 metabolic 790
small-cell bronchogenic carcinoma in 758 motor unit potential in 361
Mycobacterium leprae 667 myotubular 788
Myelin 66f, 75f, 77 nemaline 788
us. axon 66f, 77 ocular 375
Myelin sheath 66f, 75f progressive distal 785
degeneration of 75f proximal myotonic 275, 826
Myelin thickness 69 thyroid 796
Myelinated fibers 64 Myophosphorylase deficiency 791
diameter of 64 Myosin-actin cross-bridges 290
intemodal distance of 64 Myosin filaments 288f, 290
saltatory conduction in 67f, 68 Myositis 401, 797. See also Polymyositis
size frequency histogram of 71f classification of 797
vs. Schwann cells 66f electromyography in 341f
Myelinopathy 670 inclusion body 801
Myelography infectious agents in 801
in amyotrophic lateral sclerosis 603 inflammatory 797
paraspinal fibrillation after 350 motor unit potentials in 361
Myelomatous polyneuropathies 656 single-fiber electromyography (SFEMG) in 401
Myelopathies 353, 571, 615, 616 Myotonia 344, 822, 828, 911g
arteriovenous malformations and 615 decremental response in 275
fasciculation potential in 353 differential diagnosis of 4f
HTLV (human T-cell lymphotrophic electromyography in 342f
virus)-I-associated (HAM) 615 of goats 344, 823
konzo 615 low chloride conductance in 345
with monomelic amyotrophy 616 pathophysiology of 344
motor evoked potentials for 571 percussion 822
with subacute combined degeneration 615 in periodic paralysis 829
with traumatic quadriplegia 616 postactivation 822
with tropical spastic paralysis (TSP) 615 repetitive stimulation in 275
Mylohyoid nerve 171 in reticulohistiocytosis 822
Myoclonic discharges variety of disorders associated with 343, 822
and jerk-locked averaging 567 Myotonia congenita 342, 343, 825
Myoclonic epilepsy, ragged red fiber (MERRF) electromyography in 825
syndrome 567 Myotonia dystrophica 343, 824. See also Myotonic
Myoclonus 837 dystrophy
Myoedema Myotonic discharge 342, 790, 911g, 935g
of hypothyroidism 796, 911g and abnormality of chloride conductance 345
Myofibers 289. See also Muscle fibers in acid maltase deficiency 790
Myofibrils 245, 288f, 289 acoustic characteristics of 344
Myofilaments 288f, 289 dive bomber sounds of 344
Myogenic lesions 275 in goats 344, 823
as a cause of weakness 4t, 308, 308f in hyperkalemic periodic paralysis 343, 829
recruitment pattern in 341f, 364f motorcycle sounds of 344
repetitive stimulation in 275 in myotubular myopathy 789
typical electromyography of 341f pathophysiology of 344
Index 975
Obturator nerve 18t, 22 P9, Pu, P13, and P14, of median nerve
anatomic course of 21f somatosensory evoked potential (SEP) 504f,
lesions of 729 505, 505t, 506f, 507
muscles innervated by 18t, 22 P17, P24, and P31 of tibial nerve somatosensory
Ocular electromyography (EMG) 373 evoked potential (SEP) 511
Ocular movement P50 of movemnet-related potential 566f, 567
motor unit discharges in 374 Pacemaker 93
Ocular muscle 5t, 375 artifact from 47f
Ocular myasthenia gravis 282, 375 effect of nerve stimulation on 93
Ocular myopathy 375 electrically sensitive patient with 93
Oculocraniosomatic neuromuscular disease Pacemaker fibers
ragged red fibers in 794 in complex repetitive discharges 351
Oculomotor function Paging systems
Lancaster red-green test for 282 interference from 52
Oculomotor nerve Pain
muscles innervated by 5t fibers transmitting 65
Oculopharyngeal dystrophy Pain sensation 118
muscles innervated by 785 Pain-temperature sense 65
Oersted 888 for somatosensory evoked potentials (SEP) 520
Ohm's law 72, 863 Paired discharges 359, 913g
OK sign Paired response 913g
for anterior interosseous nerve 719 Paired shock technique 262. See also Paired stimuli
Olivopontocerebellar atrophy Paired stimuli 94, 248, 913g
neuropathy associated with 676 for blink reflex 416f, 430, 433f
Onset frequency 913g for compound muscle action potential 219
Onset latency 913g effects of 248
Ophthalmoplegia 376, 785 interstimulus intervals of 250f
internuclear 376 for nerve excitability assessment 219, 220f-223f,
in Kearns-Sayres disease 794 221t
Opponens digiti minimi muscle 15, 17t for neuromuscular excitability assessment 248, 262
Opponens pollicis muscle 15, 17t recovery curves by 262
Optimal recording for refractory period 219
of signals 95 Palmar branch of the ulnar nerve 727
Optokinetic nystagmus 282 Palmar stimulation 143, 183
Orbicularis oculi muscle 5t, 261, 409 of median nerve 183
blink reflex recorded from 414, 415f of ulnar nerve 183
facial nerve conduction to 261 Palmaris longus muscle 15, 17t
Orbicularis oris muscle 5t, 261 Palsy
blink reflex recorded from 423f abducens 376
Order of activation 913g Erb-Duchenne 631
Organophosphate toxicity extraocular 374
neuropathy associated with 268, 670 facial 714
Orthodromic 913g gaze 376
Orthodromic impulse 109 juvenile progressive bulbar 609
blocking of 440 Klumpke 631
for sensory potentials 104, 109 progressive bulbar 600
us. antidromic impulse 94 tardy ulnar 182
Oscillation Pancoast's tumor 633
of amplifier 50f Parallel resistance 864
Oscillopsia Paralysis
myokymia associated with 832 periodic 381. See also Periodic paralysis
Oscilloscope Paramyotonia congenita 275, 343, 826
storage 46 Paraproteinemia
Osteochondromuscular dystrophy 830 neuropathies associated with 656
Osteolytic multiple myeloma 658 Parasite potential 913g
Osteoselerotic myeloma 657t, 658 Paraspinal muscles 10, 378
Outward ionic current 81 examination in radiculopathy 642
Ovarian atrophy Parathyroid disease 797
in myotonic dystrophy 824 Paraurethral muscle 370
Overamplification Parkinsonian syndrome 600
in signal recording 95 Parkinson's disease
Ovarian atrophy in myotonic dystrophy 824 blink reflex in 432
Parotid gland 6
Pass-band 873
Passive fluxes of ions 29f
PI, PII of median somatosensory evoked potentials Patient-lead leakage current 881
(SEP), 504 Patient safety documents 883
Index 979
Visual evoked responses (VERs) 533, 919g, 923g Waning discharge 919g
Vitamin B12 deficiency Watkins, AL 891
neuropathy associated with 669 Watt 863
Volar interosseous muscle 17t Wave 919g
Volitional activity 919g Waveform 34, 919g
Volta, A 887 analysis of 201
Voltage 862, 919g diphasic 35
constant 864 of compound action potentials 35, 72
us. constant current 92 effect of volume conduction on 33, 35f, 500f,
Voltage divider 865 502
Voltage source 865 of sensory nerve action potentials 107
Voltanic pile 888 of spontaneous potentials 347, 348f
Volume-conducted field 36 triphasic 35, 35f
Volume-conducted potential 34, 499, 500f Waxing and waning pattern 344
Volume conduction 33, 502, 919g Weakness
clinical implications of 33, 502 differential diagnosis of 4f, 342f
current density in 34, 502f Weddel, G 891
current flow in 34, 501f Weiss, G 890
effect of 33, 500f, 502 Werdnig-Hoffman disease 606, 790
solid angle approximation of 34, 34f in children 594, 595
Volume conductor 35f, 36, 503 vs. Pompe's disease 790
dipoles in 34 Winging of scapula 716
wave fronts in 34, 34f Wood tick (Dermacentor andersoni)
Voluntary activity 919g paralysis associated with 716
Voluntary potential 481 Wrinkling tissue paper sound
of fibrillation potentials 347
Wagman, IH 892
Waldenstrom's macroglobulinemia 656t, 657, 659 X-linked recessive bulbospinal atrophy (Kennedy
Wallenberg's syndrome disease) 610
blink reflex in 421t, 427, 430
Waller, A 889
Wallerian degeneration 75
in axonotmesis 76 Z lines of muscle 288f, 290
nerve conduction during 75 Ziemssen, H 889