Beruflich Dokumente
Kultur Dokumente
Spine biomechanics$
Michael A. Adams, Patricia Dolan
Department of Anatomy, University of Bristol, Southwell Street, Bristol BS2 8EJ, UK
Accepted 28 March 2005
Abstract
Current trends in spine research are reviewed in order to suggest future opportunities for biomechanics. Recent studies show that
psychosocial factors influence back pain behaviour but are not important causes of pain itself. Severe back pain most often arises
from intervertebral discs, apophyseal joints and sacroiliac joints, and physical disruption of these structures is strongly but variably
linked to pain. Typical forms of structural disruption can be reproduced by severe mechanical loading in-vitro, with genetic and age-
related weakening sometimes leading to injury under moderate loading. Biomechanics can be used to quantify spinal loading and
movements, to analyse load distributions and injury mechanisms, and to develop therapeutic interventions. The authors suggest that
techniques for quantifying spinal loading should be capable of measurement ‘‘in the field’’ so that they can be used in
epidemiological surveys and ergonomic interventions. Great accuracy is not required for this task, because injury risk depends on
tissue weakness as much as peak loading. Biomechanical tissue testing and finite-element modelling should complement each other,
with experiments establishing proof of concept, and models supplying detail and optimising designs. Suggested priority areas
for future research include: understanding interactions between intervertebral discs and adjacent vertebrae; developing prosthetic
and tissue-engineered discs; and quantifying spinal function during rehabilitation. ‘‘Mechanobiology’’ has perhaps the greatest
future potential, because spinal degeneration and healing are both mediated by the activity of cells which are acutely sensitive to
their local mechanical environment. Precise characterisation and manipulation of this environment will be a major challenge for
spine biomechanics.
r 2005 Elsevier Ltd. All rights reserved.
0021-9290/$ - see front matter r 2005 Elsevier Ltd. All rights reserved.
doi:10.1016/j.jbiomech.2005.03.028
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M.A. Adams, P. Dolan / Journal of Biomechanics 38 (2005) 1972–1983 1973
largely determines intervertebral disc degeneration and chronic back pain often arises from the interverteb-
(Sambrook et al., 1999) as well as much of the resulting ral discs (Fig. 1). The posterior longitudinal ligament
pain (MacGregor et al., 2004), and psychosocial and peripheral annulus fibrosus contain nerve endings
characteristics dominate all aspects of back pain from the sinuvertebral nerve (Bogduk, 1997; Groen
behaviour (Waddell, 1998). However, the evidence et al., 1990) (Fig. 2). In severely degenerated and painful
summarised below suggests that this is an over-reaction, discs, nerves and accompanying capillaries can grow
and that excessive mechanical loading remains one of right into the centre of the nucleus pulposus (Coppes et
the most important and preventable causes of spinal al., 1997; Freemont et al., 1997), possibly because such
degeneration and pain. discs have lost the high hydrostatic pressure which
normally characterises their central regions (Adams
et al., 1996b). The sinuvertebral nerve contains both
2. Current trends in spine research somatic and sympathetic fibres, and any tissue inner-
vated by it could theoretically be a direct source of pain.
2.1. Back pain is associated with spinal degeneration Pain-provocation studies on sedated patients confirm
that a full symptomatic pain response can often be
Most spinal tissues are anatomically capable of giving reproduced by relatively gentle probing of the posterior
rise to pain, but it has long been suspected that severe annulus (Kuslich et al., 1991). Similar techniques have
Fig. 1. Intervertebral discs are pads of cartilage which distribute Fig. 2. Posterior view of the lumbar spine, with the neural arch
compressive loading evenly on the vertebral bodies (vb). The soft removed at the pedicles (p). The sinuvertebral nerve (svn) contains
central region of a disc, the nucleus pulposus (np) is constrained by the fibres from the grey rami communicantes (gr) of the sympathetic
tough concentric lamellae of the annulus fibrosus (af). The fluid nature nervous system and from the ventral rami (vr) of the somatic nervous
of the nucleus ensures that compressive loading applied to a disc system. The svn forms a plexus within the posterior longitudinal
generates a tensile hoop stress (T) in the annulus. Discs are protected ligament (pll) from which it enters the posterior annulus fibrosus (af) of
from bending and shear by the apophyseal joints (aj). the intervertebral disc. (Adapted from Bogduk (1994).)
ARTICLE IN PRESS
1974 M.A. Adams, P. Dolan / Journal of Biomechanics 38 (2005) 1972–1983
shown that the apophyseal joints (Schwarzer et al., Psychosocial factors such as depression and anxiety
1994) and sacroiliac joints (Schwarzer et al., 1995) are are strong predictors of all aspects of back pain
also frequent sites of severe back pain. Radiating ‘‘behaviour’’, including the decision to report it, to take
buttock and leg pain arise primarily from lumbar nerve time off work, and to respond (or not) to treatment
roots (Kuslich et al., 1991). (Waddell, 1998). However, there is no comparable
Medical imaging studies demonstrate highly signifi- evidence that psychosocial factors cause back pain in
cant but variable links between back pain and spinal the first place. Indeed, prospective studies show that
degeneration. We suggest that the word ‘‘degeneration’’ they predict only 1–3% of future first-time back pain,
implies structural as well as cell-mediated changes in and that they tend to predict trivial rather than serious
tissues, and that it represents some mechanical or pain (Mannion et al., 1996). A leading authority on back
nutritional ‘‘insult’’ superimposed on the normal ageing pain has commented: ‘‘The balance of back pain
process. Ageing causes inevitable changes in the research has perhaps swung too far towards these
appearance and composition of spinal tissues, but these psychosocial issues, to the neglect of the physicaly
are largely unrelated to pain (Boden et al., 1990). On the Hopefully, the pendulum will swing back (Waddell,
other hand, structural degenerative changes such as 1998)’’.
Schmorl’s nodes, internal disruption of intervertebral
discs, and disc prolapse are closely associated with pain 2.2. Genetic inheritance, ageing, and loading history
(Hamanishi et al., 1994; Siivola et al., 2002; Videman et make spinal tissues vulnerable to injury
al., 2003). Even so, structural degenerative changes can
be found in asymptomatic spines, suggesting that pain Injuries can occur when normal forces are applied to
perception requires additional cell-mediated changes abnormally weak tissues, or when abnormally high
(‘‘pain-sensitisation’’) in the disturbed tissues (Olmarker forces are applied to normal tissues. Biomechanical
et al., 2003). Another factor contributing to variable studies report a very wide variation in spinal strength:
links between spinal degeneration and pain is stress- for example, the compressive strength of lumbar motion
shielding: by definition, damaged tissues resist loading segments varies between 2 and 14 kN (Adams et al.,
less, and so tend to be protected by adjacent healthy 2002). Much of this variability can probably be
tissue. A good example of this is the large shift in load- attributed to genes, because epidemiological studies on
bearing from the intervertebral disc to the neural arch identical twins have shown that genetic inheritance
following disc injury or degeneration (Fig. 3). explains 70% of the variance in intervertebral disc
degeneration (Sambrook et al., 1999). Genes that are
known to be involved affect the biochemical composi-
tion and strength of skeletal tissues: they include genes
for collagen Type IX (Paassilta et al., 2001), proteogly-
cans (Kawaguchi et al., 1999), and vitamin D metabo-
lism (Videman et al., 2001). Other genes could
conceivably affect strength by influencing the size of
spinal structures, or the mechanisms by which cells
control the balance between anabolism (building up
tissue) and catabolism (breaking it down).
Ageing also weakens spinal tissues. Biochemical
changes in ageing cartilage include the fragmentation
and loss of proteoglycans (Bayliss et al., 2001), which
reduces the tissue’s water-binding properties, and
increased cross-linking between fibrous proteins, espe-
cially the collagens (Duance et al., 1998), which
increases tissue stiffness. Non-enzymatic (uncontrolled)
cross-linking between collagens and tissue sugars also
reduces energy to fracture, leaving cartilage and tendon
Fig. 3. Load sharing in the lumbar spine is affected by intervertebral
disc degeneration. When the disc is normal (left), the neural arch resists more susceptible to injury (DeGroot et al., 2004).
only 8% of the applied compressive force, and the remainder is Biochemical deterioration of cartilage is accompanied
distributed fairly evenly between the anterior and posterior halves of by an age-related fall in cell density, with surviving cells
the vertebral body. However, severe disc degeneration (right) causes being less responsive to their mechanical environment.
the neural arch to resist 40% of the applied compressive force, whereas
In intervertebral discs, these changes may well be
the anterior vertebral body resists only 19%. Data from cadaveric
lumbar motion segments loaded at 2 kN in the simulated erect standing attributable to problems of metabolite transport within
posture following a period of compressive creep loading (Pollintine et the avascular matrix (Horner and Urban, 2001).
al., 2004a). Impaired cell function would make the disc more
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M.A. Adams, P. Dolan / Journal of Biomechanics 38 (2005) 1972–1983 1975
Fig. 5. Cadaveric lumbar intervertebral disc (Male 40 yr, L2-3) sectioned in the mid-sagittal plane (anterior on left). The disc prolapsed when it was
compressed to failure while positioned in 61 of flexion. Note the posterior radial fissure and the herniated nucleus pulposus. (Reproduced with
permission from Adams et al. (2002).)
discs and vertebral bodies, with the intervertebral lumbar spine, but only with difficulty on the slightly
ligaments resisting most of the bending (Adams et al., narrower upper lumbar discs (Adams et al., 2002).
2002). The apophyseal joints stabilise the lumbar spine Injury mechanisms also depend on the length of
by resisting shear and torsion, and by resisting an specimen tested, on the magnitude and speed of
increasing proportion of the compressive force when the loading, and on loading history, as discussed previously
spine is bent backwards (Adams et al., 2002). Inter- (Adams, 1995).
vertebral discs have a highly hydrated nucleus pulposus Increasingly, experimental evidence concerning spinal
capable of exerting a fluid pressure on the surrounding injury mechanisms will be augmented by FE models
annulus fibrosus and vertebral bodies, and this fluid which are able to supply details that are difficult to
behaviour extends well into the anatomical annulus, so measure experimentally, and which can explain mechan-
that a healthy disc can be likened to a thin-walled isms in terms of geometric and materials properties (Lu
pressure vessel (Adams et al., 1996b). According to this et al., 1996; Shirazi-Adl, 1989). FE models tend to have
well-validated model, the disc behaves rather like a car little independent predictive power because their as-
tyre which loses height and bulges radially when sumptions and materials properties are derived from
compressed (Brinckmann and Grootenboer, 1991). cadaveric experiments, and they ignore the diversity of
Any reduction in the water content and volume of the behaviour exhibited by different cadaveric spines. The
nucleus pulposus is rather like ‘‘letting air out of the latter problem can be overcome by repeating FE
tyre’’, so that increased loading is applied to the bulging analyses using different geometrical data (Robin et al.,
annulus. Nucleus volume can be reduced instanta- 1994) and by using materials properties for healthy and
neously following endplate fracture (Adams et al., degenerated tissue.
2000a) or during several hours of sustained loading Further work is required to understand spinal injury
(Adams et al., 1996a) or following years of age-related mechanisms, especially to the thoracic and cervical
degenerative changes (Antoniou et al., 1996) and in each regions of the spine. The large and growing problem of
case the effect is similar: nucleus pressure is reduced vertebral ‘‘osteoporotic’’ fractures in elderly people has
while compressive load-bearing by the annulus is largely been left to bone biologists, even though local
increased. We have discussed previously the implications mechanical influences are probably as important as
of investigating spinal mechanics on longer multi- systemic metabolic factors (Pollintine et al., 2004a).
segmental specimens, and in applying ‘‘pure’’ moments Interactions between vertebrae and intervertebral discs
or forces rather than complex loading which simulate form a growing and promising area of study (Pollintine
loading in-vivo (Adams, 1995). The use of finite element et al., 2004a; Simpson et al., 2001).
models is considered below.
3.5. Developing and evaluating therapeutic interventions
3.4. Investigating mechanisms of spinal injury
Experimental and FE techniques have been used to
Most investigations of spine injury mechanisms have investigate various types of spinal instrumentation,
concentrated on the lumbar spine, as described above, ranging from comprehensive systems of rods, ‘‘cages’’
but the cervical spine is receiving increasing attention and screws capable of stabilising a section of spine
(Nightingale et al., 2002; Panjabi et al., 1998). Problems (Abumi et al., 1989), to prosthetic ligaments (Hadlow
in testing unfixed human tissue are encouraging more et al., 1998) and discs (De Kleuver et al., 2003) which
experiments on animal spines. To a certain extent this aim to reproduce the normal behaviour of the replaced
can be justified, because both human and quadruped part. Some of the former types of device have proven
spines are loaded primarily by longitudinal muscle (though variable) utility, whereas the latter offer hope
tension (Smit, 2002), and broad morphological simila- for the future. Generally speaking, experimental work is
rities can be demonstrated with certain species (Wilke et required to validate each new concept; then finite
al., 1997). However there remain problems of scale as element models can vary important parameters incre-
expressed by the ‘‘cube-square law’’, which explains why mentally until an optimal solution is found. The future
large structures are more easily damaged than small of prosthesis development and testing is difficult to
structures of the same shape and materials. This is predict because it depends on legal constraints, and on
because weight increases approximately with the cube of whether or not clinical efficacy can be demonstrated for
a structure’s linear dimension, whereas the structure’s current devices. However, the continuing success of hip
‘‘footprint’’ (and strength) increases only with the and knee replacement surgery will ensure a constant
square of this dimension, so scaling-up can eventually pressure to produce similar solutions to enduring spinal
lead to an imbalance between weight and strength. problems.
Other mechanical properties depend critically on shape: We suggest that a widespread fault in prosthesis
for example, mechanisms of disc prolapse can be testing is to ignore the tendency for a stiff device to act
demonstrated easily on human discs from the lower as a stress-raiser and subside into adjacent bone. This
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