Structure and Function of the Musculoskeletal System

Geri Cage Reeves and Benjamin Allan Smallheer

imagehttp://evolve.elsevier.com/Rogers/pathophysiology/

The way an individual functions in daily life, moves about, or manipulates objects physically depends on the integrity of the musculoskeletal system. The musculoskeletal system consists of two systems: (1) the skeleton composed of bones and joints and (2) soft tissues (skeletal muscles, tendons, and ligaments). Each system contributes to mobility. The skeleton supports the body and provides leverage to the skeletal muscles so that movement of various parts of the body is possible. Contraction of the skeletal muscles and bending or rotation at the joints facilitate movements of the various body parts.

Structure and Function of Bones

Bones give form to the body, support tissues, and permit movement by providing points of attachment for muscles. Many bones meet in movable joints that determine the type and extent of movement possible. Bones also protect many of the body’s vital organs. For example, the bones of the skull, thorax, and pelvis are hard exterior shields that protect the brain, heart, lungs, and reproductive and urinary organs, respectively.

Bone marrow is one of the sources of mesenchymal stem cells (MSCs) (Fig. 43.1). These nonhematopoietic stem cells consist of a small proportion of the stromal cell population in the bone marrow and can generate bone cells, cartilage cells, and fat cells that support the formation of blood and fibrous connective tissue. Within certain bones, the marrow cavities serve as storage sites for the hematopoietic stem cells that form both blood and immune cells. In adults, blood cells originate exclusively in the marrow cavities of the skull, vertebrae, ribs, sternum, shoulders, and pelvis. The development of blood cells is discussed in Chapter 28. Bones have a crucial role in mineral homeostasis (storing minerals [i.e., calcium, phosphate, carbonate, magnesium]), hormone homeostasis (essential for the proper performance of many delicate cellular mechanisms), and assist in maintaining normal immunologic function.

The illustration on the top depicts the differentiation process of the hematopoietic cells which shows the hematopoietic stem cell differentiates into multipotential stem cells into myeloid progenitor cells. The multipotential stem cell is further classified into lymphoid progenitor cell which includes N K cell, T lymphocytes, and B lymphocytes. The myeloid progenitor cells include neutrophil, basophil, eosinophil, monocyte or macrophage, platelets, and red blood cells. Monocyte or macrophage includes osteoclast. The illustration at the bottom depicts the differentiation process of mesenchymal stem cells which shows the multipotent mesenchymal stromal cell differentiated into M S C proliferation which includes osteogenesis, chondrogenesis, myogenesis, marrow stroma, tendogenesis or ligamentogenesis, and others. Osteogenesis commits to transitory osteoblast; chondrogenesis commits to transitory chondrocyte; myogenesis commits to myoblast fusion; marrow stroma commits to transitory stroma cell; tendogenesis commit to transitory fibroblast. The transitory osteoblast progress to osteoblast; transitory chondrocyte progress to chondrocyte; myoblast progress to myoblast fusion; transitory stroma cell progress to unique micro-niche; transitory fibroblast progress to fibroblast. Osteoblast differentiates to osteocyte which matures in bone; chondrocyte differentiates to hypertrophic chondrocyte which matures in cartilage; myoblast fusion differentiates to myotube which matures in muscle; unique micro-niche differentiates to a stromal cell which matures in marrow; fibroblast matures in tendon or ligament; adipocytes, dermal and other cells mature in connective tissue.
Fig. 43.1 Hematopoietic and Mesenchymal Stromal Differentiation.

The illustration on the top depicts the differentiation process of the hematopoietic cells which shows the hematopoietic stem cell differentiates into multipotential stem cells into myeloid progenitor cells. The multipotential stem cell is further classified into lymphoid progenitor cell which includes N K cell, T lymphocytes, and B lymphocytes. The myeloid progenitor cells include neutrophil, basophil, eosinophil, monocyte or macrophage, platelets, and red blood cells. Monocyte or macrophage includes osteoclast. The illustration at the bottom depicts the differentiation process of mesenchymal stem cells which shows the multipotent mesenchymal stromal cell differentiated into M S C proliferation which includes osteogenesis, chondrogenesis, myogenesis, marrow stroma, tendogenesis or ligamentogenesis, and others. Osteogenesis commits to transitory osteoblast; chondrogenesis commits to transitory chondrocyte; myogenesis commits to myoblast fusion; marrow stroma commits to transitory stroma cell; tendogenesis commit to transitory fibroblast. The transitory osteoblast progress to osteoblast; transitory chondrocyte progress to chondrocyte; myoblast progress to myoblast fusion; transitory stroma cell progress to unique micro-niche; transitory fibroblast progress to fibroblast. Osteoblast differentiates to osteocyte which matures in bone; chondrocyte differentiates to hypertrophic chondrocyte which matures in cartilage; myoblast fusion differentiates to myotube which matures in muscle; unique micro-niche differentiates to a stromal cell which matures in marrow; fibroblast matures in tendon or ligament; adipocytes, dermal and other cells mature in connective tissue.

Elements of Bone Tissue

Mature bone is a rigid connective tissue consisting of cells; fibers; a homogenous, gelatinous medium termed ground substance; and large amounts of crystallized minerals, mainly calcium, that give bone its rigidity. Ground substance consists of proteoglycans and hyaluronic acid secreted by chondroblasts. The structural elements of bone are summarized in Table 43.1.

Table 43.1

Structural Elements of Bone
Structural ElementsFunction
Bone Cells
OsteoblastsSynthesize collagen and proteoglycans; initiate new bone formation by their synthesis of osteoid; mineralize osteoid matrix; produce receptor activator of nuclear factor-κB ligand (RANKL), which in turn stimulates osteoclast resorption of bone; also produce osteoprotegerin (OPG), which inhibits osteoclast formation by binding to RANKL
OsteoclastsResorb bone; major role in bone homeostasis
OsteocytesTransform osteoblasts trapped in osteoid; signal both osteoblasts and osteoclasts; maintain bone homeostasis; synthesize new bone matrix; initiate osteoclast function; mechanosensory receptors to reduce or augment bone mass; produce sclerostin (SOST), which inhibits bone growth
Bone Matrix
Bone morphogenic proteins (BMPs)Subfamily of transforming growth factor-β (TGF-β) cytokine growth factors; induce and regulate bone and cartilage formation; affect all other organ systems
BMP-1Unrelated to other BMPs (is a metalloprotease); involved in cartilage development; is actually a metalloprotease; key role in extracellular matrix (ECM) formation
BMP-2Promotes chondrogenesis, bone formation; induces bone and cartilage formation, osteoblast differentiation, bone healing; clinically used to enhance bone formation in spine surgery
BMP-3 (osteogenin)Inhibits bone formation
BMP-4Osteoblast differentiation; involved in cartilage repair, endochondral bone formation; enhances chondrogenesis; regulates formation of teeth, limbs, and bone
BMP5Involved in cartilage development
BMP-6Found in osteoblasts; helps maintain adult joint integrity; accelerates bone repair
BMP-7Osteogenic cell formation from mesenchymal stem cells (MSCs); enhances bone formation in spine surgery; induces formation of brown fat; has a major role in osteoblast differentiation, chondrocyte formation, fracture healing; important in renal development and repair
BMP8aInvolved in bone and cartilage development; up-regulated in fracture nonunion
BMP-9Promotes osteoblast formation from MSCs; induces osteogenesis in mature osteoblasts
BMP10Plays role in development of the heart
BMP12 (cartilage-derived morphogenic protein-3; CDMP-3)Involved in tendon and ligament formation
BMP-13Inhibits bone formation by reducing calcium mineralization; involved in cartilage development; tendon and ligament repair
BMP14Assists in bone and tendon healing; cartilage formation
Collagen fibersLend support and tensile strength
ProteoglycansControl transport of ionized materials through matrix
Glycoproteins
AlbuminTransports essential elements to matrix; maintains osmotic pressure of bone fluid
α-GlycoproteinsPromote calcification
LamininStabilizes basement membranes in bones
OsteocalcinVitamin K–dependent protein present in bone; inhibits calcium phosphate precipitation (attracts calcium ions to incorporate into hydroxyapatite crystals); serum osteocalcin is a sensitive marker of bone formation
OsteonectinBinds calcium in bone; necessary for normal bone formation
SialoproteinPromotes calcification, osteoblast formation
Minerals
CalciumCrystallizes, providing bone rigidity and compressive strength
PhosphateBalance of organic and inorganic phosphate required for proper bone mineralization; regulates vitamin D, promoting mineralization
Alkaline phosphatasePromotes mineralization
Vitamins
Vitamin DAssists with differentiation, mineralization of osteoblasts
Vitamin KIncreases bone calcification; reduces serum osteocalcin

Data adapted from Caetano-Lopes J, Canhão H, Fonseca JE. Osteoblasts and bone formation. Arthritis Research and Therapy, 2007;9(suppl 1):S1; Hojo H, Ohba S, Yano F, et al. Coordination of chondrogenesis and osteogenesis by hypertrophic chondrocytes in endochondral bone development. Journal of Bone and Mineral Metabolism, 2010;28(5):489–502; Fajardo M, Liu C-J, Egol K. Levels of expression for BMP-7 and s veral BMP antagonists may play an integral role in a fracture nonunion: A pilot study. Clinical Orthopaedics and Related Research, 2009;467(12):3071–3078; Li Y, Shen H, Burczynski FJ, et al. Prospect of bone morphogenetic protein 13 in liver diseases. Zhong Nan Da Xue Xue Bao Yi Xue Ban, 2012;37(1):1–5.

Bone cells enable bone to grow, repair itself, change shape, and continuously synthesize new bone tissue and resorb (dissolve or digest) old tissue. The fibers in bone are made of collagen, which gives bone its tensile strength (the ability to hold itself together). Ground substance acts as a medium for the diffusion of nutrients, oxygen, metabolic wastes, biochemicals, and minerals between bone tissue and blood vessels.

Bone formation begins during embryonic development when MSCs begin differentiating into either chondrocytes or preosteoblasts. Endochondral ossification and intramembranous ossification are the two major mechanisms responsible for normal bone development.

Endochondral ossification occurs when mesenchymal (mesenchyme, or loose tissue found during embryonic development) stem cells begin differentiating into chondrocytes (see Fig. 43.1), which in turn develop a mineralized cartilage scaffold that allows the formation of osteoblasts. Long bones and most other bone elements are formed this way. Intramembranous ossification is responsible for the development of skull and flat bones.1 With intramembranous ossification, MSCs differentiate into a preosteoblast line that forms osteoblasts without any cartilage framework.2

Multiple factors influence normal bone formation, maintenance, and remodeling. Bone morphogenic proteins (BMPs) are members of the transforming growth factor-β (TGF-β) superfamily and play a major role in bone formation. This group is primarily responsible for the initiation, differentiation, and commitment of precursor cells into osteoblasts. TGF-β signals are transmitted across the plasma membrane, combine with certain proteins that act as transcription factors (Smads) and then form specific receptors known as R-Smads.3 These receptors, in turn, initiate intracellular signaling, interact with other transcription factors, and regulate other factors that are important in osteoblast formation, function, and maintenance. Crosstalk between signaling pathways is critical in regulating osteoblasts.

BMPs have multiple crucial functions in the skeletal system. BMP activities are regulated at different molecular levels. The Bones Matrix section in Table 43.1 summarizes the function of several important BMPs.

Wntgenes belong to a large family of protein-signaling factors that are required for the development of body systems, including the musculoskeletal system. They play a significant role in forming bone, developing bone mass, remodeling bone, and healing fractures. Wnt signaling regulates the production and differentiation of osteoblasts and osteoclasts and affects bone mass and density, joint formation, fracture repair, bone remodeling, and some bone diseases. Other important elements responsible for bone formation and homeostasis are presented in Table 43.2.

Table 43.2

Selected Factors Affecting Bone Formation, Maintenance, and Remodeling
FactorFunction
Transforming growth factor-beta (TGF-β)Superfamily of polypeptides; regulates bone formation, many other cellular processes through signaling
Platelet-derived growth factor (PDGF)Increases number of osteoblasts
Fibroblast growth factor (FGF)FGF-2 increases osteoblast population, but not function; inhibits alkaline phosphatase activity, osteocalcin, type I collagen, and osteopontin
Insulin-Like Growth Factor (IGF)
IGF-1Increases peak bone mass during adolescence; decreases osteoblast apoptosis; maintains bone matrix
IGF-2Increases BMP-9–induced endochondral ossification
Smad proteinsMediate signaling cascade of TGF-β, especially in embryonic bone development; play role in crosstalk between BMP/TGF-β and Wnt signaling pathways
Bone morphogenic proteins (BMPs)Members of TGF-β superfamily of polypeptides; have many functions outside skeletal system; stimulate endochondral bone and cartilage formation and function, promote osteoblast maturation; augment bone remodeling by affecting both osteoblasts and osteoclasts
Tumor necrosis factors (TNFs)Superfamily of cytokines; play major role in regulating bone metabolism, especially osteoclast function
Osteoprotegerin (OPG)Inhibits bone remodeling/resorption; produced by several cells, including osteoblasts; is a decoy receptor for RANKL (binds to RANKL, inhibiting RANK/RANKL interactions, suppressing osteoclast formation and bone resorption); also may directly interfere with ability of osteoclasts’ podosomes to attach to bone matrix
Receptor activator of nuclear factor-κB (RANK)Stimulates differentiation of osteoclast precursors; activates mature osteoclasts
Receptor activator of nuclear factor-κB ligand (RANKL)Promotes osteoclast differentiation/activation; inhibits osteoclast apoptosis
BMP antagonistsPrevent BMP signaling
NogginBinds BMP-2 and -4, reducing osteoblast function
GremlinMultiple effects in and out of skeletal system, but also binds BMP-2, -4, and -7, thus reducing BMP signaling; may play role in development of osteoporosis
Twisted gastrulationActs as either a BMP agonist or a BMP antagonist
Activin (a BMP-related protein)Affects both osteoblasts and osteoclasts; may promote bone formation and fracture healing; expressed by both osteoblasts and chondrocytes; helps regulate bone mass
AnnexinsClass of calcium-binding proteins; help mineralize matrix vesicles; may influence bone formation
InhibinDominant over activin and BMPs; helps regulate bone mass and strength by affecting formation of osteoblasts and osteoclasts
LeptinPlays role in bone formation and resorption
Wnt Antagonists
Dickkopf family (Dkk)Disrupt Wnt signaling, leading to reduced bone mass
SclerostinA protein secreted by osteocytes, osteoblasts, and osteoclasts; binds to BMP-6 and BMP-7; interferes with Wnt signaling pathway, inhibiting bone formation by osteoblasts
Transcription Factors
β-Catenin pathwayProtein with multiple functions; one of most important is activation of genetic transcription factors; balance between Wnt/β-catenin signaling promotes normal bone formation/resorption
Wnts (complex signaling pathway)Important in differentiating osteoblasts, bone formation; has overlapping effects with BMPs, helps regulate bone formation and remodeling; crosstalks with other signaling pathways
Nuclear factor of activated B cells (NF-κB)Affects embryonic osteoclastogenesis; plays role in certain osteoclast, osteoblast, and chondroblast functions
Matrix Metalloproteinases (MMPs)
Family of endopeptidases (enzymes) that includes collagenases, gelatinases, stromelysins, matrilysinsHelp maintain equilibrium of extracellular matrix (ECM); breakdown almost all components of ECM
A disintegrin and metalloproteinase (ADAM)Proteolytic enzymes; also have cell-signaling functions, usually linked to cell membrane
A disintegrin and metalloproteinase with thrombospondin motifs (ADAMTs)Similar to ADAMs but are secreted into circulation, are found around cells; various subgroups affect multiple tissues
Cysteine proteaseCathepsin K expressed by osteoclasts; assists in bone remodeling by cleaving proteins, such as collagen type I, collagen type II, and osteonectin
MMP Inhibitors
Tetracyclines (especially doxycycline), bisphosphonatesBlock enzymatic function of MMPs
Tissue inhibitors of metalloproteinases (TIMPs)Balance effect of MMPs in maintaining ECM equilibrium

Data adapted from Boyce BF, Yao Z, Xing L. Functions of nuclear factor κB in bone. Annals of the New York Academy of Sciences, 2010;1192:367–375; Genetos DC, Wong A, Weber TJ, et al. Impaired osteoblast differentiation in annexin A2- and -A5-deficient cells. PLoS One, 2015;9(9):e107482; Kim Y-S, Paik IY, Rhie YJ, et al. Integrative physiology: Defined novel metabolic roles of osteocalcin. Journal of Korean Medical Science, 2010;25:985–991; Norrie JL, Lewandowski JP, Bouldin CM, et al. Dynamics of BMP signaling in limb bud mesenchyme and polydactyly. Developmental Biology, 2014;393(2):270–281; Stewart A, Guan H, Yang K, et al. BMP-3 promotes mesenchymal stem cell proliferation through the TGF-β/activin signaling pathway. Journal of Cellular Physiology, 2010;223(3):658–666; Wang RN, Green J, Wang Z, et al. Bone Morphogenetic Protein (BMP) signaling in development and human diseases. Genes & Diseases, 2014;1(1):87–105; Zhao H, Liu X, Zou H, et al. Osteoprotegerin induces podosome disassembly in osteoclasts through calcium, ERK, and p38 MAPK signaling pathways. Cytokine, 2014;71(2):199–206.

In mature bone, the formation of new tissue begins with the production of an organic matrix by the bone cells. This bone matrix consists of ground substance, collagen, and other proteins (see Table 43.1) that take part in bone formation and maintenance.

The next step in bone formation is calcification, in which minerals are deposited and then crystallize. Minerals bind tightly to collagen fibers, producing tensile and compressional strength in bone and allowing it to withstand pressure and weightbearing.

Bone Cells

Bone contains three types of cells: osteoblasts, osteocytes, and osteoclasts (Fig. 43.2). Both osteoblasts and osteocytes originate from osteoprogenitor cells found in the MSC lineage. Osteoclasts originate from hematopoietic stem cells. Osteoblasts are the bone-forming cells. Osteocytes, the most numerous cells within bone, are osteoblasts that have become imprisoned within the mineralized bone matrix. They have multiple important duties in maintaining bone homeostasis, including synthesizing new bone matrix molecules and initiating osteoclast function. Osteoclasts primarily resorb (remove) bone during processes of growth and repair.

Osteoblasts

Originating from MSCs, osteoblasts are the primary bone-producing cells and are involved in many functions related to the skeletal system (see Table 43.1). Mature osteoblasts produce inorganic calcium phosphate, which is converted to hydroxyapatite, and an organic matrix that is composed mainly of type I collagen.4

Once this process is complete, osteoblasts deposit new bone in response to the bone resorbed by osteoclasts.4 Osteoblasts are responsive to parathyroid hormone (PTH) and produce osteocalcin when stimulated by 1,25-dihydroxy-vitamin D3. Osteoblasts are active on the outer surfaces of bones, where they form a single layer of cells. Osteoblasts initiate new bone formation by their synthesis of osteoid (nonmineralized bone matrix). Osteoblasts also mineralize the newly formed bone matrix. Stimulation of new bone formation and orderly mineralization of bone matrix occur by concentrating some of the plasma proteins (growth factors) found in the bone matrix and by facilitating the deposit and exchange of calcium and other ions at the site. Enzymes, signaling proteins, and growth factors, including BMPs and other members of the TGF-β superfamily, are critical components of bone formation, maintenance, and remodeling (see Table 43.2).

Osteocytes

Osteocytes, the most abundant cells in bone, are transformed osteoblasts trapped or surrounded in osteoid as it hardens because of minerals that enter during calcification (see Fig. 43.2B). It is the final differentiation stage for an osteoblast. The osteocyte is within a space in the hardened bone matrix called a lacuna. Osteocytes have numerous functions, including acting as mechanoreceptors and synthesizing certain matrix molecules, playing a major role in controlling osteoblast differentiation and production of growth factors, and maintaining bone homeostasis.

As the major source of sclerostin, receptor activator nuclear factor κ-B ligand (RANKL), and osteoprotegerin, osteocytes are thought to be key regulators of both bone formation and bone resorption.5 They also help concentrate nutrients in the matrix. Osteocytes obtain nutrients from capillaries in the canaliculi, which contain nutrient-rich fluids. Through exchanges among these cells, hormone catalysts, and minerals, optimal levels of calcium, phosphorus, and other minerals are maintained in blood plasma.

One of the osteocyte’s primary functions is to act as a mechanoreceptor, responding to changes in weightbearing or other stressors (“loading”) on bone. Lying within the lacunae are the osteocyte’s primary cilia, which are likely the primary mechanoreceptors in bone. Once changes in bone, such as mechanical stress, hormonal imbalance, loading, or unloading, are detected by the osteocyte’s mechanoreceptors, multiple molecular signals are produced, and the process of bone remodeling begins. Remodeling is described in the Maintenance of Bone Integrity Section.

Osteoclasts

Osteoclasts are large (typically 20 to 100 μm in diameter), multinucleated cells that develop from the hematopoietic monocyte-macrophage lineage. Osteoclasts are the major resorptive cells of bone. They migrate over bone surfaces to resorption areas that have been prepared and stripped of osteoid by enzymes, such as collagenases produced by osteoblasts in the presence of PTH, which is necessary for the resorptive process. Osteoclasts travel over the prepared bone surfaces, creating irregular, scalloped cavities known as Howship lacunae or resorption bays, as they resorb bone areas and then acidify hydroxyapatite to dissolve it.

A specific area of the cell membrane forms adjacent to the bone surface and develops multiple infoldings to permit intimate contact with the resorption bay. These infoldings, known as the ruffled border, greatly increase the surface areas of cells under their scalloped or ruffled borders. Osteoclasts resorb bone by the secretion of hydrochloric acid, acid proteases (such as cathepsin K), and matrix metalloproteinases (MMPs) that help digest collagen, along with the action of cytokines (see Table 43.2). Osteoclasts also resorb bone through the action of lysosomes (digestive vacuoles) filled with hydrolytic enzymes in their mitochondria.

Osteoclasts bind to the bone surfaces through attachments called podosomes, which are footlike structures that cluster together along a sealing membrane that forms a “belt” containing multiple proteins, enzymes, and integrin receptors. Once resorption is complete, the osteoclasts retract and loosen from the bone surface under the ruffled border through the action of calcitonin. Calcitonin binds to receptor areas of the osteoclasts’ cell membranes to effectively loosen the osteoclasts from the bone surfaces. Once resorption is completed, osteoclasts disappear by the process of degeneration, either by reverting to the form of their parent cells or by undergoing cell movements away from the site, in which the osteoclast becomes an inactive or a resting osteoclast.

In addition to resorption of bone, osteoclasts assist the endocrine and renal systems in maintaining appropriate serum calcium and phosphorus levels. Osteoclasts also appear to have a role in the body's immune response.

Osteoprotegerin/Receptor Activator Nuclear Factor κ-B Ligand/Receptor Activator Nuclear Factor κ-B System

Osteoprotegerin (OPG), a glycoprotein belonging to the tumor necrosis factor (TNF) superfamily, inhibits bone remodeling and resorption, inhibiting osteoclast formation. Numerous cells, including osteoblasts and osteocytes, produce it. OPG is the key to the interaction between osteoblasts and osteoclasts. Osteoblasts and osteoclasts cooperate (a process called coupling) to maintain normal bone homeostasis. RANKL is an essential cytokine needed for the formation and activation of osteoclasts. Like an automobile's accelerator, RANKL increases bone loss. OPG, similar to an automobile’s brakes, reduces bone loss because when it is activated, it promotes bone formation. When RANKL binds to its receptor (i.e., receptor activator nuclear factor κ-B [RANK]) on osteoclast precursor cells, it triggers their proliferation and increases bone resorption. OPG is secreted by osteoblasts and B lymphocytes and serves as a decoy by binding to RANK, preventing RANKL from binding to RANK and thus preventing bone resorption. Therefore, the overall balance between RANKL and OPG determines the amount of bone loss. The balance between RANKL and OPG is regulated by cytokines and hormones. Alterations of the RANKL/RANK/OPG system can lead to dysregulation and pathologic conditions, including primary osteoporosis, immune-mediated bone diseases, malignant bone disorders, and inherited skeletal diseases.

Bone Matrix

Bone matrix is made of the extracellular elements of bone tissue, specifically collagen fibers, structural proteins (e.g., proteoglycans and certain glycoproteins), carbohydrate-protein complexes, ground substance, and minerals.

Collagen fibers

Collagen fibers make up the bulk of the bone matrix. They are formed in this way:

  1. 1. Osteoblasts synthesize and secrete type I collagen and osteocalcin.
  2. 2. Collagen molecules assemble into three thin chains (alpha chains) to form fibrils.
  3. 3. Fibrils organize into the staggered pattern, with each fibril overlapping its nearest neighbor by about one-fourth its length. This creates gaps into which mineral crystals are deposited.
  4. 4. After mineral deposition, fibrils interlink and twist to form ropelike fibers.
  5. 5. The fibers join to form the framework that gives bone its tensile and supportive strength. Collagen is the most abundant macromolecule in the body, accounting for approximately one-third of all protein and providing the structural framework for nearly all tissues. Collagen is one of the extracellular components, along with proteoglycans and noncollagenous matrix proteins, of articular cartilage. To date, more than 20 types of collagen have been identified, though all their functions are not yet known. Cartilage-specific collagens include types II (the principal component), VI, IX, X, and XI. Type IX collagen is thought to be the “glue” that holds together the type II collagen scaffold of articular cartilage, helps maintain the structural integrity of cartilage, and resists tensile forces on joint cartilage. Type XI regulates the fibril diameter of type II cartilage. Degradation of type IX collagen by proteolytic enzymes has been seen in the early stages of osteoarthritis and rheumatoid arthritis. Researchers have proposed that this degradation, or “unplugging,” may be the mechanism for the degenerative changes seen in osteoarthritic and rheumatoid cartilage (Table 43.3).

Table 43.3

Types of Collagen in Musculoskeletal Tissues
Type of CollagenDistribution in Musculoskeletal Tissues
IBone, tendon, ligament, intervertebral disk, musclea
II Cartilage, intervertebral disk
III Skin, muscle, often with type I
IV Basement cell membrane, muscle
V Codistributed with type I muscle, most interstitial tissues
VI Ubiquitous, muscle
IX Codistributed with type II muscle
X Cartilage growth plate
XI Cartilage, muscle
XII Codistributed with type I and type III muscle
XIII Molecule has not been isolated in connective tissues to date
XIV Codistributed with type I muscle
XV Muscle; contains heparin sulfate proteoglycans (HSPGs)
XVII Muscle; contains HSPGs

aRefers specifically to skeletal mass.

Proteoglycans

Proteoglycans are large complexes of numerous polysaccharides attached to a common protein core. They strengthen bone by forming compression-resistant networks between the collagen fibers. Proteoglycans also control the transport and distribution of electrically charged particles (ions), particularly calcium, through the bone matrix, thereby playing a role in bone calcium deposition and calcification. Proteoglycans are important constituents of ground substances.

Glycoproteins

Glycoproteins are carbohydrate-protein com-plexes that control the collagen interactions that lead to fibril formation. They also may function in calcification. Four glycoproteins are present in bone: sialoprotein, which binds easily with calcium; osteocalcin, which binds preferentially to crystallized calcium; bone albumin, which is identical to serum albumin and possibly transports essential nutrients to and from bone cells and maintains the osmotic pressure of bone fluid; and alpha-glycoprotein (α-glycoprotein), which probably plays a significant role in calcification and also may facilitate bone resorption by activating osteoclasts (see Table 43.1).

Bone Minerals

After collagen synthesis and fiber formation, the final step in bone formation is mineralization. Mineralization has two distinct phases: (1) formation of the initial mineral deposit (initiation) and (2) proliferation or accretion of additional mineral crystals on the initial mineral deposits (growth). The majority of the minerals in the body are analogs of the naturally occurring mineral hydroxyapatite (HAP). The HAP crystals then penetrate the matrix vesicle membrane and enter the extracellular space.

As the calcium and phosphorus concentrations increase in the bone matrix, the first precipitate to form is dicalcium phosphate dihydrate (DCPD). Once DCPD precipitation begins, the remaining phases of bone crystal formation proceed until insoluble HAP is produced, with approximately 80% to 90% of the HAP incorporated into the collagen fibers. Amorphous calcium phosphate is distributed throughout the bone matrix.

Types of Bone Tissue

Bone is composed of two types of bony (osseous) tissue: compact bone (cortical bone) and spongy bone (cancellous bone) (Fig. 43.3). Cortical bone is about 85% of the skeleton; cancellous bone makes up the remaining 15%. Both types of bone tissue contain the same structural elements, with a few exceptions. In addition, both compact tissue and spongy tissue are present in every bone. The major difference between the two types of tissue is the organization of the elements.

Compact bone is highly organized, solid, and extremely strong. The basic structural unit in compact bone is the haversian system. Each haversian system consists of:

Spongy bone is less complex and lacks haversian systems. In spongy bone, the lamellae are not arranged in concentric layers but in plates or bars termed trabeculae (sing., trabecula) that branch and unite with one another to form an irregular meshwork. The pattern of the meshwork is determined by the direction of stress on the particular bone. The spaces between the trabeculae are filled with red bone marrow. The osteocyte-containing lacunae are distributed between the trabeculae and interconnected by canaliculi. Capillaries pass through the marrow to nourish the osteocytes.

All bones are covered with a double-layered connective tissue called the periosteum. The outer layer of the periosteum contains blood vessels and nerves, some of which penetrate to the inner structures of the bone through channels called Volkmann canals. The inner layer of the periosteum is anchored to the bone by collagenous fibers (Sharpey fibers) that penetrate the bone. Sharpey fibers also help hold or attach tendons and ligaments to the periosteum of bones.

Characteristics of Bone

The human skeleton consists of 206 bones that constitute the axial skeleton and the appendicular skeleton. The axial skeleton consists of 80 bones that make up the skull, vertebral column, and thorax. The appendicular skeleton consists of 126 bones that make up the upper and lower extremities, the shoulder girdle (pectoral girdle), and the pelvic girdle (os coxae) (Fig. 43.4). The skeleton contributes approximately 14% of an adult's body weight.

Bones can be classified by shape as long, flat, short (cuboidal), or irregular. Long bones are longer than they are wide and consist of a narrow tubular midportion (diaphysis) that merges into a broader neck (metaphysis) and a broad end (epiphysis) (see Fig. 43.3).

The diaphysis consists of a shaft of thick, rigid compact bone that is able to tolerate bending forces. Contained within the diaphysis is the elongated marrow (medullary) cavity. The marrow cavity of the diaphysis contains primarily fatty tissue, which is referred to as yellow marrow. The yellow marrow assists red bone marrow in hematopoiesis only during times of stress. The yellow marrow cavity of the diaphysis is continuous with marrow cavities in the spongy bone of the metaphysis and diaphysis. The marrow contained within the epiphysis is red because it contains primarily blood-forming tissue (see Chapter 28). A layer of connective tissue, the endosteum, lines the outer surfaces of both types of marrow cavities.

The broadness of the epiphysis allows weightbearing to be distributed over a wide area. The epiphysis is made up of spongy bone covered by a thin layer of compact bone. In a child, the epiphysis is separated from the metaphysis by a cartilaginous growth plate (epiphyseal plate). After puberty, the epiphyseal plate calcifies and the epiphysis and metaphysis merge. By adulthood, the line of demarcation between the epiphysis and metaphysis is undetectable.

In flat bones, such as the ribs and scapulae, two plates of compact bone are nearly parallel to each other. Between the compact bone plates is a layer of spongy bone. Short bones, such as the bones of the wrist or ankle, are often cuboidal. They consist of spongy bone covered by a thin layer of compact bone.

Irregular bones, such as the vertebrae, mandibles, or other facial bones, have various shapes that include thin and thick segments. The thin part of an irregular bone consists of two plates of compact bone surrounding spongy bone. The thick part consists of spongy bone surrounded by a layer of compact bone.

Maintenance of Bone Integrity

Remodeling

The internal structure of bone is maintained by remodeling, a three-phase process in which existing bone is resorbed and new bone is laid down to replace it. Clusters of bone cells, termed basic multicellular units, implement remodeling. The basic multicellular units are made up of bone precursor cells that differentiate into osteoclasts and osteoblasts. Precursor cells are located on the free surfaces of bones and along the vascular channels (especially the marrow cavities).

In phase 1 (activation) of the remodeling cycle, a stimulus (e.g., hormone, drug, vitamin, physical stressor) activates the cytokine system, particularly the TNF superfamily, to form osteoclasts. Osteoclasts attach to the bone matrix by actin microfilaments and multiple other proteins that form footlike structures called podosomes. Once attached, the osteoclasts’ integrin receptors anchor their microfilaments to the extracellular matrix, thus providing receptor pathways between the osteocyte and bone matrix. Lysosomal enzymes produced by osteoclasts “digest” bone; the osteoclasts then release the degraded bone products into the vascular system. After bone is resorbed, the osteoclast leaves behind an elongated cavity termed a resorption cavity. The resorption cavity in compact bone follows the longitudinal axis of the haversian system, whereas the resorption cavity in spongy bone parallels the surface of the trabeculae.

New bone formation begins as osteoblasts lining the walls of the resorption cavity express osteoid and alkaline phosphatase, forming sites for calcium and phosphorus deposition. As the osteoid mineralizes, new bone is formed. Successive layers (lamellae) in compact bone are laid down, until the resorption cavity is reduced to a narrow haversian canal around a blood vessel. In this way, old haversian systems are destroyed and new haversian systems are formed. New trabeculae are formed in spongy bone. The formation phase takes 4 to 6 months in humans.

Repair

The remodeling process can repair microscopic bone injuries, but gross injuries, such as fractures and surgical wounds (osteotomies), heal by the same stages as soft tissue injuries, except that new bone, instead of scar tissue, is the final result (see Chapter 7). The stages of bone healing are listed here and shown in Fig. 43.5:

  1. 1. Hematoma formation: This process occurs if vessels have been damaged, causing hemorrhage. Fibrin and platelets within the hematoma form a meshwork that is the initial framework for healing with the help of hematopoietic growth factors such as platelet-derived growth factor and TGF-β (see Table 43.2).
  2. 2. Procallus formation: Fibroblasts, capillary buds, and osteoblasts move into the wound to produce granulation tissue called procallus. Cartilage is formed as a precursor of bone, and types I, II, and III collagen are formed. Enzymes and growth factors, such as insulin and insulin-like growth factors, plus BMP and osteogenin, aid in this stage of healing.
  3. 3. Callus formation: Osteoblasts in the procallus form membranous or woven bone (callus). Enzymes increase the phosphate content and permit the phosphate to join with calcium to be deposited as a mineral to harden the callus.
  4. 4. Replacement: Basic multicellular units of the callus are replaced with lamellar bone or trabecular bone (see Fig. 43.5)
  5. 5. Remodeling: The periosteal and endosteal surfaces of the bone are remodeled to the size and shape of the bone before injury. Synthesis of other types of collagen recedes in favor of type I, which is the collagen found in bone. This final stage of healing, or remodeling, is vital because bone that has not been remodeled does not have good mechanical properties for weightbearing and mobility.
Illustration A depicts the first phase of bone remodeling which shows the activation of osteoclasts. Illustration B depicts the second phase of bone remodeling which shows the osteoblasts forming new bone. Illustration C depicts the third phase of bone remodeling which shows the new bone is replaced by the resorption process. Illustration D depicts the photomicrograph of active bone remodeling. Illustration E depicts the bone remodeling cycle in the normal bone which involves digestion, formation, resting, and resorption. Illustration F depicts the factors regulating bone remodeling which include O P G, T G F beta, estrogen, G M C S F, I L 1, I L 6, P G E 2, T N F alpha, and R A N K L.
Fig. 43.5 Bone Remodeling.
All bone cells participate in bone remodeling. In the remodeling sequence, bone sections are removed by bone-resorbing cells (osteoclasts) and replaced with a new section laid down by bone-forming cells (osteoblasts). Bone remodeling is necessary because it allows the skeleton to respond to mechanical loading, maintains quality control (repair and prevent microdamage), and allows the skeleton to release growth factors and minerals (calcium and phosphate) stored in the bone matrix to the circulation. The cells work in response to signals generated in the environment (see F). Only the osteoclastic cells mediate the first phase of remodeling. They are activated, scoop out bone (A), and resorb it; then the work of the osteoblasts begins (B). They form new bone that replaces bone removed by the resorption process (C). The sequence takes 4 to 6 months. (D) Micrograph of active bone remodeling seen in the settings of primary or secondary hyperparathyroidism. Note the active osteoblasts surmounted on red-stained osteoid. Marrow fibrosis is present. (E) Bone remodeling cycle in normal bone with (F). Numerous signaling factors are necessary for remodeling. Factors most important for resorption include granulocyte macrophage-colony stimulating factor (GM-CSF), interleukin-1 (IL-1) and IL-6, receptor activator for nuclear factor-κB ligand (RANKL), prostaglandin E2(PGE2), and tumor necrosis factor-α (TNF-α). Important factors for bone formation include osteoprotegerin (OPG), transforming growth factor-beta (TGF-β), and estrogen. (Adapted from Nucleus Medical Art. D, From Damjanov I, Linder J, eds. Anderson’s pathology, 10th edition. St. Louis: Mosby; 1996.)

Illustration A depicts the first phase of bone remodeling which shows the activation of osteoclasts. Illustration B depicts the second phase of bone remodeling which shows the osteoblasts forming new bone. Illustration C depicts the third phase of bone remodeling which shows the new bone is replaced by the resorption process. Illustration D depicts the photomicrograph of active bone remodeling. Illustration E depicts the bone remodeling cycle in the normal bone which involves digestion, formation, resting, and resorption. Illustration F depicts the factors regulating bone remodeling which include O P G, T G F beta, estrogen, G M C S F, I L 1, I L 6, P G E 2, T N F alpha, and R A N K L.

The speed with which bone heals depends on the severity of the bone disruption; the type and amount of bone tissue that need to be replaced (spongy bone heals faster). (See Emerging Science Box: Factors Affecting Bone Healing.)

Structure and Function of Joints

The site where two or more bones are attached is called a joint, or an articulation (Fig. 43.6). The primary function of joints is to provide stability and mobility to the skeleton. A joint's function depends on both its location and its structure. Generally, joints that stabilize the skeleton have a simpler structure than those that enable the skeleton to move. Most joints provide both stability and mobility to some degree.

Illustrations A through I depict the types of joints. Illustration A depicts the pivot joint with labels indicating the first rib, first costal cartilage, and sternum. Illustration B depicts the synchondrosis with labels indicating the intervertebral disc and vertebral body. Illustration C depicts the pubic joint with labels indicating synovial membrane, atlas, odontoid process. Illustration D depicts the plane joint with labels indicating tibia and fibula. Illustration E depicts the skull. Illustration F depicts the ball and socket joint with labels indicating scapula and cartilage. Illustration G depicts the elbow joint with labels indicating humerus, synovial membrane, radius, olecranon, ulna. Illustration H depicts the humerus joint with labels indicating ulna, radius, wrist joint, articular disc, and synovial cavity. Illustration I depicts the femoral joint with labels indicating cartilage, synovial membrane, and femur.
Fig. 43.6 Types of Joints. Cartilaginous (amphiarthrodial) joints, which are slightly movable, include: (A) a synchondrosis that attaches ribs to costal cartilage; (B) a symphysis that connects vertebrae; and (C) the symphysis that connects the two pubic bones. Fibrous (synarthrodial) joints, which are immovable, include (D) the syndesmosis between the tibia and fibula; (E) sutures that connect the skull bones; and the gomphosis (not shown), which holds teeth in their sockets. The synovial joints include (F) the spheroid type at the shoulder; (G) the hinge type at the elbow; (H) the gliding joints of the hand; and (I) the ball and socket (hip). (Adapted from Dorland. Dorland’s medical illustrated dictionary, 32rd edition. St. Louis: Saunders; 2012.)

Illustrations A through I depict the types of joints. Illustration A depicts the pivot joint with labels indicating the first rib, first costal cartilage, and sternum. Illustration B depicts the synchondrosis with labels indicating the intervertebral disc and vertebral body. Illustration C depicts the pubic joint with labels indicating synovial membrane, atlas, odontoid process. Illustration D depicts the plane joint with labels indicating tibia and fibula. Illustration E depicts the skull. Illustration F depicts the ball and socket joint with labels indicating scapula and cartilage. Illustration G depicts the elbow joint with labels indicating humerus, synovial membrane, radius, olecranon, ulna. Illustration H depicts the humerus joint with labels indicating ulna, radius, wrist joint, articular disc, and synovial cavity. Illustration I depicts the femoral joint with labels indicating cartilage, synovial membrane, and femur.

Joints are classified based on the degree of movement they permit or on the connecting tissues that hold them together. Based on movement, a joint is classified as a synarthrosis (immovable joint), an amphiarthrosis (slightly movable joint), or a diarthrosis (freely movable joint). From connective structures, joints are classified broadly as fibrous, cartilaginous, or synovial. Each of these three structural classifications can be subdivided according to the shape and contour of the articulating surfaces (ends) of the bones and the type of motion the joint permits.

Fibrous Joints

A joint in which bone is united directly to bone by fibrous connective tissue is called a fibrous joint. These joints have no joint cavity and allow little, if any, movement.

Fibrous joints are further subdivided into three types: sutures, syndesmoses, and gomphoses. A suture has a thin layer of dense fibrous tissue that binds together interlocking flat bones in the skulls of young children. Sutures form an extremely tight union that permits no motion. By adulthood, the fibrous tissue has been replaced by bone. A syndesmosis is a joint in which the two bony surfaces are united by a ligament or membrane. The fibers of ligaments are flexible and stretch, permitting a limited amount of movement. The paired bones of the lower arm (radius and ulna) and the lower leg (tibia and fibula) and their ligaments are syndesmotic joints. A gomphosis is a special type of fibrous joint in which a conical projection fits into a complementary socket and is held in place by a ligament. The teeth held in the maxilla or mandible are gomphosis joints.

Cartilaginous Joints

There are two types of cartilaginous joints: symphyses and synchondroses. A symphysis is a cartilaginous joint in which bones are united by a pad or disk of fibrocartilage. A thin layer of hyaline cartilage usually covers the articulating surfaces of these two bones, and the thick pad of fibrocartilage acts as a shock absorber and stabilizer. Examples of symphyses are the symphysis pubis, which joins the two pubic bones, and the intervertebral disks, which join the bodies of the vertebrae. A synchondrosis is a joint in which hyaline cartilage, rather than fibrocartilage, connects the two bones. The joints between the ribs and the sternum are synchondroses. The hyaline cartilage of these joints is called costal cartilage. Slight movement at the synchondroses between the ribs and the sternum allows the chest to move outward and upward during breathing.

Synovial Joints

Structure

Synovial joints (diarthroses) are the most movable and the most complex joints in the body (Fig. 43.7). A synovial joint consists of the following parts:

Joint (articular) capsule

The joint (articular) capsule is fibrous connective tissue that covers the ends of bones where they meet in a joint. Sharpey fibers firmly attach the proximal and distal capsule to the periosteum, and ligaments and tendons also may reinforce the capsule. It is composed of parallel, interlacing bundles of dense, white fibrous tissue richly supplied with nerves, blood vessels, and lymphatic vessels. Nerves in and around the joint capsule are sensitive to the rate and direction of motion, compression, tension, vibration, and pain.

Synovial membrane

The synovial membrane (synovium) is a smooth, delicate inner lining of the joint capsule found in the nonarticular portion of the synovial joint and any ligaments or tendons that traverse this cavity (Fig. 43.8). It is composed of two layers: the vascular subintima and the thin cellular intima. The vascular subintima merges with the fibrous joint capsule and is composed of loose fibrous connective tissue, elastin fibers, fat cells, fibroblasts, macrophages, and mast cells; the cellular intima consists of rows of synovial cells embedded in a fiber-free intercellular matrix and contains two types of cells—A and B. A cells (macrophages) ingest and remove (phagocytose) bacteria and particles of debris in the joint cavity; B cells (fibroblasts) are the most numerous and secrete hyaluronate, which gives synovial fluid its viscous quality. The synovial membrane is richly supplied with blood and lymphatic vessels and is capable of rapid repair and regeneration.

Joint (synovial) cavity

The joint (synovial) cavity is an enclosed, fluid-filled space between articulating surfaces of two bones, also called joint space. It enables two bones to move “against” one another and is surrounded by synovial membrane and filled with synovial fluid.

Synovial fluid

Synovial fluid is superfiltrated plasma from blood vessels that lubricates the joint surfaces, nourishes the pad of the articular cartilage, and covers the ends of the bones. Hyaluronic acid in the synovial fluid gives it important biomechanical properties. It also contains free-floating synovial cells and various leukocytes that phagocytose joint debris and microorganisms. Loss of synovial fluid leads to rapid deterioration of articular cartilage.

Articular cartilage

Articular cartilage is a layer of hyaline cartilage that covers the end of each bone; it may be thick or thin, depending on the size of the joint, the fit of the two bone ends, and the amount of weight and shearing force the joint normally withstands. The function of articular cartilage is to reduce friction in the joint and to distribute the forces of weightbearing. Articular cartilage is composed of chondrocytes (cartilage cells) and an intercellular matrix consisting of type II collagen, proteoglycans, and water. The water content ranges from 60% to almost 80% of the net weight of the cartilage, and individual molecules rapidly enter or exit the articular cartilage to contribute to the resiliency of the tissue.

At the surface of articular cartilage, the collagen fibers run parallel to the joint surface and are closely compacted into a dense, protective mat. In the middle layer (the proliferative zone) of the cartilage, the fibers are arranged tangential to the surface, allowing them to deform and absorb some of the weightbearing (Fig. 43.9). In the bottom layer (the hypertrophic zone) of the cartilage, the fibers are perpendicular to the joint surface, allowing them to resist shear forces, and are embedded in a calcified layer of cartilage called the tidemark. The tidemark anchors the collagen fibers to the underlying (subchondral) bone. Collagen fibers are important components of the cartilage matrix because they account for approximately 60% of the dry weight and because they (1) anchor the cartilage securely to underlying bone, (2) provide a taut framework for the cartilage, (3) control the loss of fluid from the cartilage, and (4) prevent the escape of protein polysaccharides (proteoglycans) from the cartilage. The proteoglycans give articular cartilage its stiff quality and regulate the movement of synovial fluid through the cartilage. The proteoglycans are macromolecules consisting of proteins, carbohydrates (glycosaminoglycans), and hyaluronic acid. The proteoglycans give articular cartilage its stiff quality and regulate the movement of synovial fluid through the cartilage. Without proteoglycans, normal weightbearing would rapidly and completely press all the synovial fluid out of the cartilage. Proteoglycans act as a pump, permitting enough fluid to be pressed out to ensure that a fluid film is always present on the surface of the cartilage, even after hours of weightbearing. The pumping action of proteoglycans also draws synovial fluid back into the cartilage after a weightbearing load is released. Mobility and weightbearing are necessary for the pumping action of proteoglycans to occur. Nonuse of a joint quickly reduces the pumping action, changing the composition of the matrix and interfering with the nutrition of the chondrocytes. Normal articular cartilage has no blood vessels, lymph vessels, or nerves. Therefore, it is insensitive to pain and regenerates slowly and minimally after injury.6 Regeneration occurs primarily at sites where the articular cartilage meets the synovial membrane, where blood vessels and nutrients are available. In general, it has been difficult to enhance cartilage repair, but that may be changing (see Emerging Science Box: Progress in Rebuilding Cartilage). Synovial joints are described as uniaxial, biaxial, or multiaxial according to the shapes of the bone ends and the type of movement occurring at the joint (Fig. 43.10). Usually, one of the bones is stable and serves as an axis for the motion of the other bone. The body movements made possible by various synovial joints are either circular or angular (Fig. 43.11).

Structure and Function of Skeletal Muscles

Skeletal muscles arise from mesodermal progenitor cells; the most numerous are the somites. Actual formation of skeletal muscle is a complex process controlled by multiple signaling factors. A critical component of successful embryonic muscle formation (myogenesis) is protein kinase, an enzyme that adds phosphate groups to substrate proteins, thereby directing cell processes.7 In muscle, these factors direct the formation of myoblasts. Once myoblasts are formed, they fuse with other myoblasts and form myotubes, eventually developing into muscle fibers. At birth, the muscle fibers have completed development from myoblasts. Final muscle type is determined by transcription factors that regulate both pre- and postnatal muscle development.8

The millions of individual fibers of skeletal muscle contract and relax to perform the work necessary to move the body (Fig. 43.12). Muscle constitutes 40% of an adult’s body weight and 50% of a child’s weight. Muscle is 75% water, 20% protein, and 5% organic and inorganic compounds. Thirty-two percent of all protein stores for energy and metabolism are contained in muscle. Between the ages of 30 and 60, muscle mass decreases by about 0.5 pound of muscle each year. For each 0.5 pound of muscle lost, almost 1 pound of fat typically is gained.

Whole Muscle

There are more than 350 named muscles in the body. The body’s muscles vary dramatically in size and shape. They range from 2 to 60 cm in length and are shaped according to function. Fusiform muscles are elongated muscles shaped like straps that can run from one joint to another. The biceps brachii and psoas major are examples of fusiform muscles. Pennate muscles are broad, flat, and slightly fan shaped, with fibers running obliquely to the muscle’s long axis. The multipennate deltoid muscle, which flexes and extends the arm, is a good example of a muscle shaped according to its function.

Each skeletal muscle is a separate organ, encased in a three-part connective tissue framework called fascia. The layers of connective tissue protect the muscle fibers, attach the muscle to bony prominences, and provide a structure for a network of nerve fibers, blood vessels, and lymphatic channels. The layers are:

  1. 1. The outermost layer, the epimysium, which is located on the surface of the muscle and tapers at each end to form the tendon (Fig. 43.13); also see the Tendons and Ligaments Section for a discussion of tendons. Tendons allow short muscles to exert power on a distant joint, whereas a thick muscle would interfere with the joint's mobility.
  2. 2. The perimysium, which further subdivides the muscle fibers into bundles of connective tissue, or fascicles.
  3. 3. The endomysium, which surrounds the muscle. It is the smallest unit of muscle visible without a microscope.

The ligaments, tendons, and fascia are made up of connective tissue that also buffers the limbs from the effects of sudden strains or changes in speed. The rapid recovery necessary for strenuous exercise is supported by the elastic property of muscle and its connective tissue.

Skeletal muscle has been designated as voluntary (controlled directly by the nervous system), striated (has a striped pattern when viewed under a light microscope), or extrafusal (to distinguish from other contractile fibers in the sensory organ of the muscle). Components that are visible on gross inspection of the whole muscle include the motor and sensory nerve fibers. These function together with the muscle, innervating portions of it and providing the electrical impulses needed for motor function.

Motor Unit

From the anterior horn cell of the spinal cord, the axons of motor nerves branch to innervate a specific group of muscle fibers. Each anterior horn cell, its axon (part of the lower motor neuron; see Chapter 15), and the muscle fibers innervated by it are called a motor unit (Fig. 43.14). The motor units are composed of lower motor neurons, which extend to skeletal muscles. Often termed the functional unit of the neuromuscular system, the motor unit behaves as a single entity and contracts as a whole when it receives an electrical impulse.

The whole muscle may be controlled by several motor nerve axons. These branch to innervate many motor units within the muscle. The whole muscle then may be made up of many motor units. The number of motor units per individual muscle varies greatly. In the calf, for example, 1 motor axon innervates approximately 2000 muscle fibers, out of a total of 1.2 million muscle fibers. This is a high innervation ratio of muscle fibers to axons, and it contrasts markedly with the low innervation ratio found in laryngeal muscles, where two to three muscle fibers constitute each motor unit and the innervation ratio can be of great functional significance. The greater the innervation ratio of a particular organ, the greater its endurance. Higher innervation ratios prevent fatigue, whereas lower innervation ratios allow for precision of movement.

Sensory receptors

Although muscles function as effector organs, they also contain sensory receptors and are involved in sending different signals to the central nervous system. Among these are the muscle spindles and Golgi tendon organs. Spindles are mechanoreceptors that lie parallel to muscle fibers and respond to muscle stretching. Golgi tendon organs are dendrites that terminate and branch to tendons near the neuromuscular junction. The muscle spindles, Golgi tendon organs, and free nerve endings provide a means of reporting changes in length, tension, velocity, and tone in the muscle. This system of afferent signals is responsible for the muscle stretch response and maintenance of normal muscle tone.

Muscle fibers

Each muscle fiber is a single muscle cell that is cylindrical in structure and surrounded by a membrane capable of excitation and impulse propagation. The muscle fiber contains bundles of myofibrils, the fiber’s functional subunits, in a parallel arrangement along the longitudinal axis of the muscle (Fig. 43.15). At birth, the muscle fibers have completed development from precursor cells called myoblasts. All voluntary muscles are derived from the mesodermal layer of the embryo. Genetic transcription factors, most notably MyoD, induce skeletal muscle differentiation. Myoblasts are the main cells responsible for muscle growth and regeneration. Myoblasts are termed satellite cells when in a dormant state. Satellite cells are crucial in muscle growth, maintenance, repair, and regeneration. Once muscle is injured, satellite cells become activated and increase the number of transcriptional factors necessary to form myoblasts and assist in repair.

The type of peripheral nerve influences the muscle fiber and motor unit considerably. Whether motor nerves are fast or slow determines the type of muscle fibers in the motor unit. White muscle (type II fibers [white fast-twitch fibers]) is innervated by relatively large type II alpha motor neurons with fast conduction velocities. These fibers rely on a short-term anaerobic glycolytic system for rapid energy transfer. Red muscle (type I fibers [slow-twitch fibers]) depends on aerobic oxidative metabolism. Table 43.4 describes the specific characteristics of type I and type II fibers.

Table 43.4

Characteristics of Human Skeletal Muscle Type I and Type II Fibers
CharacteristicsType I (Red) (Oxidative Fibers [OFs])Type II (White)
Type II-1A (Fast Oxidative Glycolic Fibers [FOGs])
Anatomic locationDeep axial portion of muscleSurface portion of muscle
Fiber diameterSmallLarge
Motor neuron sizeSmallLarge
Contraction speedSlowFast
Motor neuron typeType I, α
Glycogen content (at rest)LowHigh
Oxidative capacityHighHigh (for short periods)
Myosin-ATPase activityLowHigh
MetabolismOxidative (also most effective in removing glucose from bloodstream)Some oxidative pathways, mostly glycolysis
Used forMaintaining body posture, skeletal support, aerobic activityShort, intense activity (e.g., sprinting)
Aerobic metabolic capacityHighLow
Fatigue resistanceHighIntermediate to low
Myoglobin contentHighLow
Capillary supplyProfuseIntermediate to low
MitochondriaManyFew
Intensity of contractionLowHigh
Example (most muscles are mixed)Soleus muscleLaryngeal
Satellite cell contentHighLow

Data from Schiaffino S, Reggiani C. Fiber types in mammalian skeletal muscles. Physiological Reviews, 2011;91:1447–1531; Verdijk LB, Snijders T, Drost M, et al. Satellite cells in human skeletal muscle; from birth to old age. Age, 2014;36(2):545–547.

The overlap of muscle fibers that appears with staining gives a checkerboard appearance to muscle biopsy specimens. This overlap provides an equal distribution of fiber types throughout the muscle and helps to compensate for muscle fiber loss and fatigue of individual motor units during activity. Despite this, some muscles contain proportionally more of one fiber type than another. Postural muscles have more type I fibers, allowing them the high resistance to fatigue that is necessary to maintain the same position for extended periods. The ocular muscles have more type II muscle fibers, allowing them to respond rapidly to visual changes.

The number of muscle fibers varies according to location. Large muscles, such as the gastrocnemius, have more fibers (1.2 million) than smaller muscles, such as the lumbrical muscles in the hand (10,000). The diameter of muscle fibers also varies. The closely packed polygons are small (10 to 20 μm) until puberty, when they attain the normal adult diameter of 40 to 80 μm. Women usually have smaller diameter fibers than men. Small muscles, such as the ocular muscles, are 15 μm in diameter; larger, more proximal muscles are 40 μm in diameter. Fiber size can have functional significance, such as the association of larger fiber diameter with the generation of greater forces.

The major components of the muscle fiber include the muscle membrane, sarcoplasm, mitochondria, sarcotubular system, and myofibrils (see Fig. 43.15). The muscle membrane is a two-part membrane. It includes the sarcolemma, which contains the plasma membrane of the muscle cell, and the cell's basement membrane. The sarcolemma is 7.5 μm thick and is capable of propagating electrical impulses to initiate contraction. At the motor nerve end plate, where the nerve impulse is transmitted, the sarcolemma forms the highly convoluted synaptic cleft. The sarcolemma is made up of lipid molecules and protein systems. The protein systems perform special functions, such as transport of nutrients and protein synthesis. They also provide the sodium-potassium pump and include the cell's cholinergic receptor. The basement membrane is 50 μm thick and is composed primarily of proteins and polysaccharides. It also serves as the cell's microskeleton and maintains the shape of the muscle cell. The basement membrane also may function to restrict further diffusion of electrolytes once they have crossed the sarcolemma.

The sarcoplasm is the cytoplasm of the muscle cell and contains myoglobin plus the intracellular components that are common to all cells (see Chapter 1). Myoglobin is a protein found primarily in skeletal and heart muscle. Related to hemoglobin in the blood, myoglobin stores oxygen and iron in the muscle. The sarcoplasm is an aqueous substance that provides a matrix that surrounds the myofibrils. It contains numerous enzymes and proteins that are responsible for the cell's energy production, protein synthesis, and oxygen storage. The mitochondria house enzyme systems for energy production, particularly those that regulate processes such as the citric acid cycle and adenosine triphosphate (ATP) formation. Many other structures are present in the sarcoplasm. The ribosomes are composed of primarily ribonucleic acid (RNA) and participate in protein synthesis. The cell nucleus, satellite cells, glycogen granules, and lipid droplets are suspended in the sarcoplasmic matrix. Blood vessels, nerve endings, muscle spindles, and Golgi tendon organs are also directly located within this structure.

Unique to the muscle is the sarcotubular system, a network that includes the transverse tubules and the sarcoplasmic reticulum, which crosses the interior of the cell. The sarcoplasmic reticulum is constructed like the endoplasmic reticulum in other cells. The sarcoplasmic reticulum is composed of tubules that run parallel to the myofibrils. The longitudinal tubules are termed sarcotubules. In muscle cells, the sarcoplasmic reticulum contains a network of intracellular receptors known as ryanodine receptors (RyRs). In response to a nerve impulse, RyR1 (found in skeletal muscle cells) releases intracellular calcium and initiates muscle contraction at the sarcomere, a portion of the myofibril. The transverse tubules, which also contain calcium release channels and are closely associated with the sarcotubules, run across the sarcoplasm and communicate with the extracellular space. Together, the tubules of this membrane system allow for uptake and regulation of intracellular calcium, release of calcium during muscle contraction, and storage of calcium during muscle relaxation.

Myofibrils

Myofibrils, the most abundant subcellular muscle component (85% to 90% of the total volume), are the functional units of muscle contraction. Each myofibril contains sarcomeres, which appear at intervals (see Fig. 43.15). Sarcomeres are composed of several proteins. The two most abundant are actin and myosin, but three other giant, muscle-specific proteins (titin, nebulin, and obscurin) play important roles in myofibril formation and function (Table 43.5).

Table 43.5

Contractile Proteins of Skeletal Muscle Sarcomere
ProteinLocationFunction
ActininZ diskAttaches actin to Z disks; helps coordinate sarcomere contraction; cross-links thin filaments in adjacent sarcomeres
ActinI band (thin filaments)Contraction; activates myosin-ATPase; interacts with myosin
α-ActinZ diskMain ligand of titin; links and controls filament length
β-ActinZ diskRegulatory and structural function; links filaments, controls filament length
MyosinA band (thick filament)Contraction force; two distinct types: myosin heavy chain (MyHC) and myosin light chain (MyLC); hydrolyzes ATP and develops tension
Titina (largest and third most abundant muscle protein) Half of sarcomere (from Z disk to M band) Coordinates assembly of proteins that comprise sarcomere; regulates resting length of sarcomere; important for myofibril assembly, stabilization, and maintenance
Nebulina I band (with α-actin) Interacts with myosin to produce contraction; binding site for actin, desmin, titin, other proteins; stabilizes and regulates length of actin filaments; plays role in assembly, structure, and maintenance of Z disks
Obscurina Surrounds sarcomere (mainly at Z disk and M band) May mediate interaction of sarcoplasmic reticulum and myofibrils; plays role in muscle response to injury; has role in formation and stabilization of M bands and A band

ATP, Adenosine triphosphate; ATPase, adenosine triphosphatase.

aAlso may function as molecular scaffolds for myofibril formation.

Data from Herzog JA, Leonard TR, Jinha A, et al. Titin (visco-) elasticity in skeletal muscle myofibrils. Molecular and Cellular Biomechanics, 2014;11(1):1–17; Luther PK. The vertebrate muscle Z-disc: sarcomere anchor for structure and signalling. Journal of Muscle Research and Cell Motility, 2009;30:171–185; Pappas CT, Krieg PA, Gregorio CC. Nebulin regulates actin filament lengths by a stabilization mechanism. Journal of Cell Biology, 2010;189(5):858–870; Schiaffino S, Reggiani C. Fiber types in mammalian skeletal muscles. Physiological Reviews, 2011;91:1447–1531.

On cross section, they are seen to be irregular polygons with a mean diameter of less than 1 μm. Each myofibril is composed of serially repeating sarcomeres, separated by Z bands, which give the muscle its striped, cross-striated appearance. Each sarcomere has a dark A band and is flanked by two light I bands (Fig. 43.16). The A band is 1.5 to 1.6 μm long and contains the thick myosin filaments. Included in the A band is a lighter zone called the H band, and in the center of the H band is the dark M band, or M line. The I band, which contains actin, is divided at the midpoint of each sarcomere by the Z band. Its length varies with the start of muscle contraction. The Z disk (made up of different layers of Z bands, depending on muscle type) marks the boundaries of the sarcomere.

Myofibrils are composed of myofilaments. Each myofilament is structured in a closely packed hexagonal arrangement, with two thin filaments for every thick filament. The thick filament, along with C protein and M line protein, is made up of myosin. Myosin has two subunits—heavy and light meromyosin, which resemble twisted golf club shafts. The thin filaments are twisted double strands consisting of actin, troponin, and tropomyosin (see Chapter 31).

Muscle proteins

Table 43.6 summarizes muscle protein distribution, location, and possible functional significance. The contractile and regulatory functions of actin, myosin, and the troponin-tropomyosin complex (associated with actin) are the most known. They also account for most of the protein found in the myofibril. The structural and regulatory processes of muscle proteins are less well understood. Alpha actin and beta actin are known to link the filaments. M protein contains the enzyme creatine kinase (CK). Creatine is released when muscle cells are damaged, making the serum creatine value an important measurement of pathologic conditions of muscles.

Table 43.6

Contractile Proteins of Skeletal Muscle Fibrils
NameApproximate Percentage of Myofibrillar ProteinLocationFunction
Myosin55A band (thick filament)Contraction; hydrolyzes ATP and develops tension
Actin20I band (thin filament)Contraction; activates myosin ATPase and interacts with myosin
Troponin7Thin filamentRegulatory protein; in presence of Ca++, promotes actin-myosin activation
Tropomyosin5–7Thin filamentRegulatory and structural function; links filaments, controls filament length
Alpha (α) actin10Z bandRegulatory and structural function; links filaments, controls filament length
Beta (β) actin2Z bandRegulatory and structural function; links filaments, controls filament length
M protein2M line (center of thick filaments)Regulatory and structural function; provides enzyme creatine kinase
C protein2A band (thick filaments)Possible structural role
TitinUnknownZ line (thick filament)Interconnects thin filaments in Z line
Creatine kinaseUnknownM lineCatalyzes the phosphorylation of ADP to form ATP
DesminUnknownZ lineInterconnects thin filaments in Z line
Filamina Unknown Z line Interconnects thin filaments in Z line; stabilizes membrane
Nebulina Unknown Z line Determines filament length

ADP, Adenosine diphosphate; ATP, Adenosine triphosphate; ATPase, adenosine triphosphatase.

aData from Ma K, Wang K: Fed Eur Biochem Soc Lett 532(3):273–278, 2002; Sampson LJ, Leyland ML, Dart D: J Biol Chem 278(43):41988–41997, 2003.

The most abundant proteins, actin and myosin, are also found in other cells, particularly motile cells such as platelets. The complete amino acid sequences of actin and myosin have been identified. Noteworthy is the presence of the amino acid 3-methylhistidine, found only in the thin filament, actin; 85% to 90% of 3-methylhistidine is found in skeletal muscle.

Nonprotein constituents of muscle

Nitrogen, creatine, creatinine, phosphocreatine, purines, uric acid, and amino acids all serve in the complex process of muscle metabolism. Energy is provided by glycogen and its derivatives.

Creatine metabolism and creatinine metabolism have been used to measure muscle mass. Plasma creatine is taken up by muscle and converted into the high-energy phosphate compound phosphocreatine by the enzyme CK. Creatinine is formed in muscle from creatine at a constant rate of 2% per day. Creatine excretion is increased in muscle wasting. This change reflects the reduction in total body creatine stores and the loss of muscle mass.

Inorganic compounds, anions (phosphate, chloride), and cations (calcium, magnesium, sodium, potassium) are important in the regulation of protein synthesis, muscle contraction, and enzyme systems, as well as in the stabilization of cell membranes. The total body potassium (TBK) level, measured by the K40 method, has been used to measure muscle mass, also called lean body mass. TBK levels reflect changes in muscle mass seen during growth, malnutrition, and muscle wasting.

Components of Muscle Function

The ultimate function of muscle is to accomplish work. Although variously expressed in such measures as foot-pounds or kilogram-meters, work usually refers to the amount of energy liberated, or force exerted over a distance (Work = Force × Distance). Muscles usually contract or tense while doing work. Muscle contraction occurs on the molecular level and leads to the observable phenomenon of muscle movement.

Muscle Contraction at the Molecular Level

The four steps of muscle contraction are (1) excitation, (2) coupling, (3) contraction, and (4) relaxation. The process involves the electrical properties of all cells and the movement of ions across the plasma membrane (see Chapter 1). The muscle fiber is an excitable tissue. At rest, an electrical charge of −90 mV is continually maintained across the sarcolemma. This resting potential, generated by the separation of positive and negative charges on either side of the membrane, creates an electrochemical equilibrium caused by the selective permeability of the sarcolemma to electrolytes in the intracellular and extracellular fluids, particularly potassium and sodium.

Excitation, the first step of muscle contraction, begins with the spread of an action potential from the nerve terminal to the neuromuscular junction. The rapid depolarization of the membrane initiates an electrical impulse in the muscle fiber membrane called the muscle fiber action potential. As the action potential advances along the sarcolemmal membrane, it spreads to the transverse tubules. A receptor on the transverse tubule opens, allowing calcium to enter the cell.

The second stage, coupling, follows the depolarization of the transverse tubules. This triggers the release of calcium ions from the sarcoplasmic reticulum through RyR1 channels into the sarcoplasm. The calcium then binds to a protein on the actin filament. (Calcium affects troponin and tropomyosin, muscle proteins that bind with actin when the muscle is at rest.) In the presence of calcium, however, both these proteins are attracted to calcium ions, leaving the actin free to bind with myosin. The release of intracellular calcium ions is the critical link between a nerve impulse (electrical excitation) and muscle contraction.

Contraction begins as the calcium ions combine with troponin, a reaction that overcomes the inhibitory function of the troponin-tropomyosin system. Myosin binds to actin, forming cross-bridges. The myosin heads attach to the exposed actin-binding sites, pulling actin (the thin filament) inward. The thin filament, actin, then slides toward the thick filament, myosin. The two ends of the myofibril shorten after contraction when the myosin heads attach to the actin molecules, forming a cross-bridge that constitutes an actin-myosin complex. ATP, located on the actin-myosin complex, is released when the cross-bridges attach. Contraction was first described by A.F. Huxley in the 1950s. It is commonly known as the cross-bridge theory because the actin and myosin proteins form cross-bridges as they contract. The useful distance of contraction of a skeletal muscle is approximately 25% to 35% of the muscle’s length.

The last step, relaxation, begins as calcium ions are actively transported back into the sarcoplasmic reticulum, removing ions from interaction with troponin. The cross-bridges detach, and the sarcomere lengthens. (The cross-bridge theory of muscle contraction is discussed in Chapter 31.)

Muscle Metabolism

Skeletal muscle requires a constant supply of ATP and phosphocreatine. These substances are necessary to fuel the complex processes of muscle contraction, driving the cross-bridges of actin and myosin together and transporting calcium from the sarcoplasmic reticulum to the myofibril. Other internal processes of the muscular system that require ATP include protein synthesis, which replenishes muscle constituents and accommodates growth and repair. The rate of protein synthesis is related to hormone levels (particularly insulin), the presence of amino acid substrates, and overall nutritional status. At rest, the rate of ATP formation by oxidation of glucose or acetoacetate is sufficient to maintain internal processes, given normal nutritional status. During activity, the need for ATP increases 100-fold. The metabolic pathways for muscle activity in Table 43.7 show reactions to the immediate need for increased ATP caused by contraction. Activity lasting longer than 5 seconds expends the available stored ATP and phosphocreatine.

Table 43.7

Energy Sources for Muscular Activity
SourcesReactions
Short-term (anaerobic) sourcesATP → ADP + Pi + Energy
Phosphocreatine + ADP ent Creatine + ATP
Glycogen/glucose + Pi + ADP → Lactate + ATP
Long-term (aerobic) sourcesGlycogen/glucose + ADP + Pi + O2 → H2O + CO2 + ATP
Free fatty acids + ADP + Pi + O2 → H2O + CO2 + ATP
Creatine kinase catalyzes reversible reaction of ATP to ADP: Creatine phosphate + ATP Creatine + ATP

ADP, Adenosine diphosphate; ATP, adenosine triphosphate; CO2, carbon dioxide; H2O, water; O2, oxygen; Pi, inorganic phosphate.

From Spence AP, Mason EE. Human anatomy and physiology, 4th edition. St. Paul, Minn: West Publishing; 1992.

Stored glycogen and blood glucose are converted anaerobically to sustain brief activity without increasing the demand for oxygen. Anaerobic glycolysis is much less efficient than aerobic glycolysis, using six to eight times more glycogen to produce the same amount of ATP. With increased activity, such as intense exercise, or with ischemia, an increase in the amount of lactic acid occurs because of the breakdown of glycogen, thus causing a shift in muscle pH (see Table 43.7). This short-term mechanism buys time by allowing ATP formation despite inadequate energy stores or oxygen supply. When the anaerobic threshold is reached and more oxygen is required, physiologic changes occur, including an increase in lactic acid level and increases in oxygen consumption, heart rate, respiratory rate, and muscle blood flow.

Strenuous exercise requires oxygen, which activates the aerobic glycogen pathway for ATP formation. During maximal exercise, free fatty acid mobilization and the aerobic glycogen pathways provide ATP over an extended time. These pathways require oxygen both to maintain maximal activity and to return the muscle to the resting state. Maximal exercise increases oxygen uptake by 15 to 20 times over the resting state. When this system becomes exhausted or inadequate to respond to the need for ATP, fatigue and weakness finally force the muscle to reduce activity, with a resultant buildup of lactic acid in muscle fibers.

Sustaining maximal muscular activity accumulates an oxygen debt, which is the amount of oxygen needed to oxidize the residual lactic acid, convert it back to glycogen, and replenish ATP and phosphocreatine stores. For example, after running at maximal speed for 10 seconds, the average person has consumed 1 L of oxygen. At rest, oxygen consumption for the same period is approximately 40 mL. As the person recovers, the measured oxygen debt is 4 L greater than the amount used during activity.

Oxygen consumption is measured to calculate the metabolic cost of activity in normal and diseased muscles. It is an indirect measure of energy expenditure, along with timed tests of activity, heart rate, and respiratory quotient (ratio of carbon dioxide to expired oxygen consumed). Energy expenditure is measured directly by heat production because heat is released whenever work is accomplished.

Another factor that changes energy requirements is muscle fiber type. Type II fibers rely on anaerobic glycolytic metabolism and fatigue readily. Type I fibers can resist fatigue for longer periods because of their capacity for oxidative metabolism.

Muscle Mechanics

Muscle contraction cannot be viewed in isolation. Several factors determine how force is transmitted from the cross-bridges on individual muscle fibers to accomplish whole-muscle contraction. First, when a motor unit responds to a single nerve stimulus, it develops a phasic contraction, also called a twitch. Because the motor unit contracts in an all-or-nothing manner, the contraction that is generated will be a maximal contraction. The central nervous system smoothly grades the force generated by recruiting additional motor units and varying the discharge frequency of each active motor unit. This adding of motor units within the muscle is called repetitive discharge.

Recruitment and repetitive discharge of motor units allow the muscle to activate the number of motor units needed to generate the desired force. The total force developed is the sum of the force generated by each motor unit. If the motor units are stimulated again and the muscle unit has not been able to relax between stimulation and the next contraction, the second contraction will fuse with the first, causing physiologic tetanus (not to be confused with the disease tetanus).

Other variables, such as fiber type, innervation ratio, muscle temperature, and muscle shape, influence the efficiency of muscular contraction. The two muscle fiber types differ in their responses to electrical activity. Tetanus and duration of phasic contractions, which take microseconds to accomplish, are achieved more rapidly in type II (white fast-twitch) than in type I (red slow-twitch) muscle fibers. Low innervation ratios promote control and coordination, whereas high ratios promote strength and endurance. Muscles work best at normal body temperature, or 37°C (98.6°F). Finally, muscles with a large cross-sectional area, such as the fan-shaped pennate muscles, develop greater contractile forces than smaller diameter muscles. The initial length of a muscle and the range of shortening that occur when the muscle contracts also determine the force it can generate. The long fusiform muscles have a greater range of shortening and can contract up to 57% of their resting length. A certain amount of elongation is necessary to generate sufficient tension and muscular force. The elongation that occurs during the swing of a golf club or tennis racket is an example of how stretch improves contractile force.

Types of Muscle Contraction

During isometric (or static) contraction, the muscle maintains constant length as tension is increased (Fig. 43.17). Isometric contraction occurs, for example, when the arm or leg is pushed against an immovable object. The muscle contracts, but the limb does not move. Isometric contraction is also called static (holding) contraction.

During dynamic (formerly known as isotonic) contraction, the muscle maintains a constant tension as it moves. Isotonic contractions can be eccentric (lengthening) or concentric (shortening). Positive work is accomplished during concentric contraction, and energy is released to exert force or lift a weight. In contrast, during an eccentric contraction, the muscle lengthens and absorbs energy (e.g., extending the elbow while lowering a weight). Eccentric contraction requires less energy to accomplish and has been said to result in the development of pain and stiffness after unaccustomed exercise.

Movement of Muscle Groups

Muscles do not act alone but in groups, often under automatic control. When a muscle contracts and acts as a prime mover, or agonist, its reciprocal muscle, or antagonist, relaxes. To illustrate this, hold the right arm in the horizontal position in front of the body and bend the elbow; use the other hand to feel the biceps on the top and the triceps on the bottom of the arm. When the elbow is bent, the biceps are firm, and the triceps are soft. As the arm is extended, the muscles change. When the elbow is completely extended, the biceps is soft and the triceps firm. Completing this movement causes the agonist and antagonist to change automatically; only the movement is commanded, not the alternate contraction and relaxation of the specific muscle groups.

Other associated actions occur with walking; as the foot leaves the ground, the paravertebral and gluteal muscles on the opposite sides of the body contract to maintain balance. Paralysis offsets this process and decreases balance.

Tendons and Ligaments

Tendons are important musculoskeletal structures that attach muscle to bone at a site called an enthesis. Ligaments attach bone to bone, helping to form joints, as well as stabilizing them against excessive movement. Both tendons and ligaments are primarily composed of types III, IV, V, and VI collagen and fibroblasts (called tenocytes in tendons).

The fibroblasts in tendons are arranged in parallel rows; fibroblasts appear less organized in ligaments. Collagen fibers and fibroblasts form fascicles, with multiple fascicles then forming a whole tendon or ligament. In the proteoglycan matrix of tendons, collagen oligomeric matrix protein (COMP) assists in providing gliding and viscoelastic properties. Compared with tendons, ligament fibers typically contain a greater proportion of elastin.

Two main functions of tendons are (1) transferring forces from muscle to bone and (2) as a type of biologic spring for muscles to enable additional stability during movement. Ligaments stabilize joints by restricting movement. Although both tendons and ligaments can withstand significant distraction (stretching) force, they tend to buckle when compressive force is applied.

Both tendons and ligaments have complex structures at the attachment site of two dissimilar tissues. These complex structures and differences in mechanical and structural characteristics (either tendon and bone or ligament and bone) make healing and repair of damaged tissue complicated (see Emerging Science Box: Understanding Tendon and Ligament Repair).

Tests of Musculoskeletal Function

Tests of Bone Function

Diagnostic procedures to evaluate bone function include gait analysis, measurement of serum calcium and phosphorus levels, and imaging studies. Most imaging techniques provide morphologic rather than functional information about bone. Plain radiographs (x-rays) remain the standard initial imaging tool for bone evaluation because bone absorbs x-ray beams better than soft tissue. Computed tomography (CT) provides multiple images that are then processed into single (two-dimensional) or multiple images taken around a single axis to form (three-dimensional) pictures. Dual-energy computed tomography (DECT) utilizes x-ray beams at two different energy levels to determine different chemical compositions of tissues, thereby expanding CT imaging to include soft tissues, bone marrow, and crystals.9 Advances in CT technology allow for detailed visualization of bone microstructure.10

Magnetic resonance imaging (MRI) provides detailed anatomic information and is useful for evaluating primary or metastatic bone lesions, infection, marrow edema, bony erosions, osteonecrosis, fractures, and other pathologic changes of bone. Magnetic resonance arthrography (MRa) involves the injection of a contrast agent into the area of interest but allows better visualization of small abnormalities. Detailed functional imaging of bone can be attained with positron emission tomography (PET) scanning. A relatively new technology, MRI-PET combines MRI with functional imaging of molecular events seen with PET.

Nuclear medicine studies also provide imaging about metabolic activity in bone and soft tissue. After a small amount of radioactive tracer is injected, a special camera is used to identify bone absorption of the tracer. Bone scanning is very sensitive, but not specific about the cause of increased metabolic activity.

Dual-photon absorptiometry (DXA) is often used to measure the density of bones in the extremities and the fracture risk of vertebral bodies, femoral neck, and distal radius. Dual-photon absorptiometry allows the soft tissue components to be subtracted. New technology promises more accurate evaluation of bone.

Serum bone-specific alkaline phosphatase (BAP) is a marker of bone formation. Bone resorption is evaluated with urinary and serum measurements of cross-linked N-terminal telopeptides (NTx), a product of osteoclast bone resorption. NTx is specific for bone because the cross-links assessed are characteristic of bone collagen alone. Urine NTx is a more sensitive and specific biochemical marker of bone resorption than serum NTx.11

Tests of Joint Function

Procedures used to diagnose joint function include arthrography, arthroscopy, MRI, and synovial fluid analysis. Arthrography (the injection of dye into the joint) is particularly useful to diagnose tears in the fibrocartilage of the knee (meniscus) and the rotator cuff of the shoulder. Arthroscopy is the direct visualization of a joint through an arthroscope. Magnetic resonance imaging (MRI) produces images of body tissues through electromagnetic (radio) waves that alter the atoms (hydrogen ions) in the nuclei of cells being examined. When the polarized radio waves are stopped, the nuclear atoms return to their original positions, emitting energy as signals as they move back. The signals produce visible images for examination and diagnosis. MRI produces excellent contrast of soft tissues for the evaluation of musculoskeletal conditions. MRa is injection of contrast into a joint, followed by MRI evaluation.

Analysis of synovial fluid may reveal inflammatory, septic, and noninflammatory joint diseases, which cause characteristic changes in the color, clarity, viscosity, and cellular elements of the fluid. The presence of blood in the joint fluid (hemarthrosis) usually indicates joint trauma. Normal synovial fluid is sterile, so the presence of bacteria in the fluid always indicates disease. Cell fragments and fibrous tissue in the fluid are the result of inflammation or wear-and-tear on the articular surfaces.

Tests of Muscular Function

When the individual’s history and physical examination disclose abnormalities, such as weakness, atrophy, muscle tenderness, cramps, and stiffness, specific tests of muscle function are in order. One of the most useful tests is the serum CK concentration. CK is found in large quantities in the muscle fibers, and when these fibers are diseased or damaged, CK leaks into the serum. Myoglobin is also detectable in the urine after acute muscle damage caused by crush injury, ischemic disorders, extreme exertion, and some inherited diseases.

Because the muscle membrane tissue is excitable and carries an electrical charge, its capacity to function can be assessed by electromyography. Using sensitive needle electrodes, the electromyogram (EMG) records the summation of action potentials of the muscle fibers in each motor unit. The EMG is often compared with the electrocardiogram (ECG), but the activity recorded on the EMG is on a much smaller scale. The amplitude of the ECG is measured in volts, the duration of impulse is recorded in seconds, and both are recorded as the heart rate (e.g., 80 V/60 seconds). EMG amplitude is recorded in millivolts and the duration is measured in milliseconds, with a frequency of about 5 to 50 action potentials per second. Motor unit potentials are measured to determine rate of firing, duration, and amplitude. Abnormalities in EMG and nerve conduction velocities help differentiate muscle diseases (myopathy) from peripheral nerve (neuropathy) and neuromuscular junction disorders. The muscle biopsy (using histologic, histochemical, and electron microscopic studies) is used to further define the presence of myopathic and neuropathic disorders, many of which can be diagnosed only by muscle biopsy. Complex myography, a relatively new technique, allows a noninvasive way to gather information on the mechanical characteristics of muscle.

A new area of evaluation is genetics. Recent advances in molecular genetics, deoxyribonucleic acid (DNA) libraries, genetic probes, and gene localization techniques have enhanced the knowledge of neuromuscular diseases, including types of muscular dystrophy, Charcot-Marie-Tooth disease, and familial amyotrophic lateral sclerosis.

Geriatric Considerations

Aging and the Musculoskeletal System

Aging of BonesAging is accompanied by the loss of bone tissue. Bones become less dense, less strong, and more brittle with aging. The bone remodeling cycle takes longer to complete, and the rate of mineralization also decelerates. With aging, women experience loss of bone density, accelerated by rapid bone loss during early menopause from increased osteoclastic bone resorption, fewer osteocytes, and decreased numbers of osteoblasts. By age 70 years, susceptible women have, on average, lost 50% of their peripheral cortical bone mass (see Chapter 44). Bone mass losses can lead to deformity, pain, stiffness, and high risk for fractures. Men also experience bone mass loss but at later ages and much slower rates than women. Also, initial bone mass in men is approximately 30% higher than in women; therefore, bone loss in men causes less risk of disability than that found in women. Men's peak bone mass is related to race, heredity, hormonal factors, physical activity, and calcium intake during childhood. Bone loss in both sexes is related to smoking, calcium deficiency, alcohol intake, and physical inactivity. Bone mass can be gained in healthy young women up to the third decade through participation in physical activity, intake of dietary calcium and other minerals, and use of oral contraceptives. Height is also lost with aging because of intervertebral disk degeneration and, sometimes, osteoporotic spinal fractures.

Stem cells in the bone marrow perform less efficiently with aging, predisposing older persons to acute and chronic illnesses. Such illnesses cause weakness and confusion in older persons and may increase the risk of injury or falling.

Aging of Joints

With aging, cartilage becomes more rigid, fragile, and susceptible to fraying because of increased cross-linking of collagen and elastin, decreased water content in the cartilage ground substance, and reduced concentrations of glycosaminoglycans. Decreased range of motion of the joint is related to the changes in ligaments and muscles. Bones in joints develop evidence of osteoporosis, with fewer trabeculae and thinner, less dense bones, making them prone to fractures. Intervertebral disk spaces decrease in height. The rate of loss of height accelerates at age 70 years and beyond. Tendons shrink and harden.

Aging of Muscles

The function of skeletal muscle depends on many influences that are affected by cellular factors, such as reduced mitochondrial volume associated with aging. Other influences include the nervous, vascular, and endocrine systems. In the young child, the development of muscle tissue depends greatly on continuing neurodevelopmental maturation. Muscle loss begins at about age 50; however, muscle function remains trainable even into advanced age. Maintaining musculoskeletal fitness at any age can improve overall health.

Age-related loss in skeletal muscle is referred to as sarcopenia and is a direct cause of the age-related decrease in muscle strength. As the body ages, muscle mass and strength decline slowly; thus, strength is maintained through the fifth decade, with a slow decline in dynamic and isometric strength evident after age 70. The amount of type II fibers also decreases. There is reduced synthesis of RNA, loss of mitochondrial function, and reduction in the size of motor units. The regenerative function of muscle tissue remains normal in aging persons. As much as 30% to 40% of skeletal muscle mass and strength may be lost from the third to ninth decades. Muscle fatigue also may contribute to loss of function with aging. Sarcopenia is thought to be secondary to progressive neuromuscular changes and diminishing levels of anabolic hormones. There is an age-related decline in the synthesis of mixed proteins, myosin heavy chains, and mitochondrial protein. Changes in these muscle proteins are related to reduced levels of insulin-like growth factor-1 (IGF-1), testosterone, and dehydroepiandrosterone (DHEA) sulfate.

Maximal oxygen intake declines with age. The basal metabolic rate is reduced, and lean body mass decreases in the aged population.

Summary Review

Structure and Function of Bones

  1. 1. Bones provide support and protection for the body’s tissues and organs and are important sources of minerals and blood cells. Bones permit movement by providing points of attachment for muscles.
  2. 2. Mature bone is a rigid connective tissue consisting of cells (growth, repair, synthesis, and resorption of old tissue); collagen fibers (tensile strength); a homogenous gelatinous medium called ground substance (diffusion); and large amounts of crystallized minerals, mainly calcium (rigidity).
  3. 3. Bone formation begins with the production of an organic matrix by bone cells. Bone minerals crystallize in and around collagen fibers in the matrix, called calcification, giving bone its characteristic hardness and strength.
  4. 4. Bone contains three types of cells: osteoblasts, osteocytes, and osteoclasts. These allow bone tissue to be continuously synthesized, remodeled, and resorbed.
  5. 5. Osteoblasts are cells derived from osteogenic mesenchymal stem cells; they are the primary bone-producing cells and are involved in many functions related to the skeletal system. Osteoblasts initiate new bone formation by their synthesis of osteoid (nonmineralized bone matrix).
  6. 6. Osteocytes are transformed osteoblasts that are trapped or surrounded in osteoid as it hardens. They are the most numerous cells in bone. Though imbedded in the bone matrix, osteocytes have important functions in directing bone remodeling.
  7. 7. Osteoclasts are large, multinucleated cells that develop from the hematopoietic monocyte-macrophage lineage. Osteoclasts are the major resorptive cells of bone.
  8. 8. Bone matrix is made of the extracellular elements of bone tissue, specifically collagen fibers, structural proteins (e.g., proteoglycans and certain glycoproteins), carbohydrate-protein complexes, ground substance, and minerals.
  9. 9. Bones in the body are made up of compact (cortical) bone tissue and spongy (cancellous) bone tissue.
  10. 10. Compact bone is highly organized, solid, and extremely strong. The basic structural units are the haversian systems that consist of concentric layers of crystallized matrix called lamellae, surrounding a central canal that contains blood vessels and nerves. Dispersed throughout the concentric layers of crystallized matrix are small spaces, called lacunae, containing osteocytes. Smaller canals, called canaliculi, interconnect the osteocyte-containing spaces.
  11. 11. The crystallized matrix in spongy bone is arranged in bars or plates called trabeculae. Spaces containing osteocytes are dispersed between the bars or plates and interconnected by canaliculi.
  12. 12. Bone morphogenic proteins are part of the transforming growth factor-β superfamily and are involved in multiple crucial functions in the skeletal system.
  13. 13. There are 206 bones in the body, divided into the axial skeleton and the appendicular skeleton. Bones are classified by shape as long, short, flat, or irregular. Long bones have a broad end (epiphysis), broad neck (metaphysis), and narrow midportion (diaphysis) that contains the medullary cavity.
  14. 14. The internal structure of bone is maintained by remodeling, a process in which existing bone is resorbed and new bone is laid down to replace it. Clusters of bone precursor cells, called basic multicellular units, implement remodeling.
  15. 15. Bone injuries are repaired in stages: (1) hematoma formation occurs within hours of fracture or surgery, (2) procallus formation by osteoblasts occurs within days, (3) callus formation occurs within weeks, and (4) replacement and (5) remodeling occur within years. Remodeling restores the original shape and size to the injured bone.

Structure and Function of Joints

  1. 1. A joint, or articulation, is the site where two or more bones attach. Joints provide stability and mobility to the skeleton. Joints help move bones and muscles.
  2. 2. Joints are classified as synarthroses (immovable), amphiarthroses (slightly movable), or diarthroses (freely movable), depending on the degree of movement they allow.
  3. 3. Joints are also classified by the type of connecting tissue holding them together. Fibrous joints are connected by dense fibrous tissue, ligaments, or membranes. Cartilaginous joints are connected by fibrocartilage or hyaline cartilage. Synovial joints are connected by a fibrous joint capsule that contains a small fluid-filled space. The fluid in the space nourishes the articular cartilage that covers the ends of the bones meeting in the synovial joint.
  4. 4. Articular cartilage is a highly organized system of collagen fibers and proteoglycans. The fibers firmly anchor the cartilage to the bone, and the proteoglycans control the loss of fluid from the cartilage.

Structure and Function of Skeletal Muscles

  1. 1. Myoblasts are precursor cells that become muscle cells.
  2. 2. Skeletal muscle is the largest organ in the body and is made up of millions of individual fibers.
  3. 3. Whole muscles vary in size (2 to 60 cm) and shape (fusiform, pennate). They are encased in a three-part connective tissue framework, called fascia, that protects the muscle fibers, attaches the muscle to bone, and provides a structure for a network of nerve fibers, blood vessels, and lymphatic channels.
  4. 4. The fundamental concept of muscle function is the motor unit, defined as the muscle fibers innervated by a single motor nerve, its axon, and anterior horn cell.
  5. 5. Satellite cells are dormant myoblasts; however, when activated, they can regenerate muscle.
  6. 6. Skeletal muscle is made up of millions of individual muscle fibers, each of which is a single, cylindrical muscle cell. Muscle fibers contain bundles of myofibrils arranged in parallel along the longitudinal axis and include the muscle membrane, myofibrils, sarcotubular system, sarcoplasm, and mitochondria.
  7. 7. There are two types of muscle fibers, type I and type II, determined by motor nerve innervation.
  8. 8. Myofibrils and myofilaments contain the major muscle proteins actin and myosin, which interact to form cross-bridges during muscle contraction. The nonprotein muscle constituents provide an energy source for contraction and regulate protein synthesis and enzyme systems, as well as stabilize cell membranes.
  9. 9. Muscle contraction includes (1) excitation, (2) coupling, (3) contraction, and (4) relaxation.
  10. 10. Skeletal muscle requires a constant supply of adenosine triphosphate (ATP) and phosphocreatine to fuel muscle contraction and for growth and repair. ATP and phosphocreatine can be generated aerobically or anaerobically.
  11. 11. Motor units contract in an all-or-nothing manner, so the contraction generated will be the maximal contraction. The efficiency of muscle contraction is affected by muscle fiber type, innervation ratio, temperature, and muscle shape.
  12. 12. There are two types of muscle contraction. In isometric (static) contraction, the muscle maintains a constant length as tension is increased. In dynamic (formerly called isotonic) contraction, the muscle maintains a constant tension as it moves, either lengthening (eccentric contraction) or shortening (concentric contraction).
  13. 13. Muscles act in groups. When a muscle contracts and acts as a prime mover, or agonist, its reciprocal muscle, or antagonist, relaxes.
  14. 14. Tendons attach muscle to bone at sites called entheses. Ligaments attach bone to bone, helping to form joints and stabilizing them against excessive movement. Both tendons and ligaments are mostly composed of types III, IV, V, and VI collagen and fibroblasts (called tenocytes in tendons).

Tests of Musculoskeletal Function

  1. 1. Procedures used to evaluate bone function include analysis of gait, evaluation of urinary bone resorption markers, measurement of serum calcium and phosphorus levels and serum bone-specific alkaline phosphatase (BAP) level, x-ray films, angiography, bone scanning, and MRI.
  2. 2. Procedures used to evaluate joint function include arthrography, arthroscopy, MRI, and synovial fluid analysis.
  3. 3. Serum creatine kinase concentration is useful in detecting muscle damage. Electromyography is used to assess the muscle membrane’s capacity to function. Genetic evaluation is useful in detecting, diagnosing, and developing specific treatment for certain inheritable muscle diseases such as muscular dystrophy.

Aging and the Musculoskeletal System

  1. 1. Bones become less dense, less strong, and more brittle with aging. The bone remodeling cycle takes longer to complete, and the rate of mineralization also decelerates.
  2. 2. With aging, cartilage becomes more rigid, fragile, and susceptible to fraying. Decreased range of motion of the joint is related to the changes in ligaments and muscles.
  3. 3. The regenerative function of muscle tissue and the trainability of muscle function remains normal in elderly persons.
  4. 4. Sarcopenia, or age-related loss of skeletal muscle, is a direct cause of decrease in muscle strength. A slow decline in dynamic and isometric strength is evident after age 70 years.
  5. 5. As much as 30% to 40% of skeletal muscle mass and strength may be lost from the third to ninth decades. Muscle fatigue also may contribute to loss of function with aging. A reduced basal metabolic rate and decreased lean body mass are also noted in the elderly population.

Emerging Science BoxFactors Affecting Bone Healing

Among the many factors affecting bone healing are the condition of local vasculature and surrounding soft tissues; the availability of effective treatment, including immobilization and the prevention of complications such as infection; chronic diseases (such as diabetes and cardiovascular disorders); age; gender; nutritional status; stimulants; and drugs.1,2 Drugs administered due to an injury, such as analgesic drugs are the most controllable factor because their impact on bone healing can be taken into account with respect to choice and dosage. Primarily because of their analgesic efficacy and anti-inflammatory effect, nonsteroidal antiinflammatory drugs (NSAIDS) are at the forefront in terms of frequency of use. However, NSAIDS have been shown to have negative effects on bone healing by limiting osteogenesis and should be used for the least amount of time (up to seven days).

Data from Lisowska B, et al. Positives and negatives of nonsteroidal anti-inflammatory drugs in bone healing: The effects of these drugs on bone repair. Drug Design, Development and Therapy, 2018;12:1809–1814; Loi F, et al. Inflammation, fracture and bone repair. Bone, 2016;86:119–130.

Emerging Science BoxProgress in Rebuilding Cartilage

Although much research is needed, recent evidence suggests that mesenchymal stem cell therapies may be a potential solution to rebuilding articular cartilage. Multipotent adult stem cells are largely available and accessible. It is theorized that bone marrow mesenchymal stem cells secrete proliferative and regenerative factors in the lesion site of articular cartilage (AC), thereby retarding osteoarthritis progression and promoting AC regeneration locally by trophic effects. Gene therapy (GT) also represents a novel approach to managing joint degradation. The principle of GT is the overexpression of desired gene products. GT can support AC generation by targeting different genes involved in different cellular processes, such as inhibiting inflammatory and catabolic pathways, stimulating anabolic pathways, or preventing cell senescence and apoptosis. Candidate transgene studies are currently in the exploratory phases, generally using animal models. Candidate transgenes with anti-inflammatory action include interleukin-1 (IL-1) receptor antagonist and soluble tumor necrosis factor (sTNF). GT strategies also may target the catabolic effect of matrix metalloproteinases by the delivery of tissue inhibitor of metalloproteinase.

The overexpression of growth factors has been shown to enhance matrix formation. TGF-β, in particular, was reported to aid cartilage regeneration and enhance meniscal tissue healing in vitro. GT shows promise for the future; however, to ensure safety and efficacy, thorough evaluation of the technique is necessary.

Data from Ondresik M, et al. Management of knee osteoarthritis: Current status and future trends. Biotechnology and Bioengineering, 2017;114(4):717–739; Zhang R, et al. Mesenchymal stem cell related therapies for cartilage lesion and osteoarthritis. American Journal of Translational Research, 2019;11(10):6275–6289; Kim GB, et al. Current perspectives in stem cell therapies for osteoarthritis of the knee. Yeungnam University Journal of Medicine, 2020;37(3):149–158.