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First published online June 15, 2006
Journal of Experimental Biology 209, 2395-2408 (2006)
Published by The Company of Biologists 2006
doi: 10.1242/jeb.02310
The cost of running uphill: linking organismal and muscle energy use in guinea fowl (Numida meleagris)
Department of Biology, Northeastern University, 360 Huntington Avenue, Boston, MA 02115, USA
* Author for correspondence (e-mail: r.marsh{at}neu.edu)
Accepted 3 May 2006
| Summary |
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Key words: muscle, energetics, blood flow, running, uphill, guinea fowl, Numida meleagris
| Introduction |
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While this explanation for the elevated metabolic cost of incline running
is intuitively appealing, how mechanical work is modulated and which muscles
consume the additional metabolic energy remains unclear. The increase in
metabolic rate does not simply reflect the increased mechanical work done,
because the overall functions of the muscles have changed in running uphill.
Measures of delta efficiency (increase in gravitational mechanical energy
divided by the increase in metabolic energy consumption) in uphill running are
often greater than the maximum known efficiency of skeletal muscle
(Taylor et al., 1972
;
Bijker et al., 2001
),
suggesting that some of the functions requiring energy on the level require
less energy when running uphill. Developing hypotheses to explain the
metabolic cost of running uphill has been hampered by the lack of information
on the energy consumption of individual muscles.
In the present study, we asked whether the additional mechanical and
metabolic energy expenditure of incline running is shared across all muscles
equally, or, alternatively, are certain muscles preferentially recruited for
uphill running? Several authors have argued that a muscle's ability to do
useful mechanical work is dependent on its muscletendon architecture
(for reviews, see Biewener,
1998
; Biewener and Roberts,
2000
). Although all muscles are capable of producing similar
amounts of mass-specific work, short fibered, pinnate, muscles with long
external tendons may sacrifice length and position control in favor of high
force output and elastic energy storage and release in long tendons
(Biewener and Roberts, 2000
).
As such, pinnate muscles appear better suited for economical isometric force
production during level running compared to modulating mechanical work during
uphill running. Muscles with long, parallel fibers and little or no external
tendon may, on the other hand, be ineffective for elastic energy recovery, but
favored for work production. Evidence for this division of labor can be seen
from a comparison of in vivo work loops and strain trajectories. For
example, highly pinnate muscles with tendons (aponeurosis plus free tendon)
that are much longer than the fibers, such as the lateral gastrocnemius of
running turkeys (Roberts et al.,
1997
) and the gastrocnemius and plantaris of hopping wallabies
(Biewener et al., 1998
),
shorten little during force production in level running or hopping. In
contrast, muscles with a low ratio of tendon length to fiber length, such as
the pectoralis of flying pigeons (Biewener
et al., 1992
) and the vastus lateralis of jumping dogs
(Gregersen and Carrier, 2004
),
shorten substantially while active.
Despite these clear examples of correspondence between architecture and
function, current data make the overall importance of pinnate muscles in
providing the work during uphill running unclear. Recent studies on the
gastrocnemius and plantaris of wallabies
(Biewener et al., 2004
) and a
guinea fowl digital flexor muscle (Daley
and Biewener, 2003
) indicate that these short-fibered muscles with
long external tendons may, in general, contribute little to the additional
mechanical work of incline running. However, in turkeys the lateral
gastrocnemius and fibularis longus, which have a similar architecture, have
been shown to produce substantial work when the birds run uphill
(Roberts et al., 1997
;
Gabaldón et al., 2004
).
Based on current information, whether pinnate muscles are limited by their
architecture in contributing to uphill running is not clear.
In the present study, we explored the distribution of metabolic energy
expenditure among muscles during uphill running. We estimated the metabolic
energy used by the individual hindlimb muscles of guinea fowl running both on
the level and uphill using whole body oxygen consumption and regional blood
flow measurements (Marsh et al.,
2004
; Ellerby et al.,
2005
; Marsh and Ellerby,
2006
). Our goal was, firstly, to determine which muscles are
responsible for the elevated metabolic cost of running uphill over that of
level running at the same speed and, secondly, to compare these muscles to
those responsible for a similar increase in metabolic cost due solely to an
increase in level running speed. Thus, this study explores whether the
elevated metabolic cost associated with an increased demand for net mechanical
work is partitioned differently among hindlimb muscles compared to when no net
increase in work is required. Specifically, we tested the hypotheses that the
elevated metabolic energy associated with incline running compared to level
running at the same speed is: (1) consumed primarily by stance phase muscles
because these muscles are responsible for raising the body weight against
gravity, and (2) used disproportionately more by parallel fibered muscles with
short tendons.
| Materials and methods |
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Oxygen consumption
The rate of oxygen consumption
(
O2) was
initially measured in birds running at 1.5 m s1 on a level
treadmill (moderate-speed run) and at 1.5 m s1 on a 15%
gradient (incline run). This speed and incline combination was chosen in order
to induce a large increase in metabolic rate that is within the birds' aerobic
scope (Ellerby et al., 2003
),
and at a speed that is above their walkrun transition speed
(Gatesy, 1999a
). Measurements
were subsequently made over a range of faster level running speeds
(2.03.0 m s1) in order to determine the level running
speed (fast run) that resulted in a
O2 similar to
the incline run (Fig. 1). A
resting
O2 was
measured in birds sitting quietly within a darkened box on the treadmill belt
prior to each running session.
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Rates of oxygen consumption were measured continuously during rest and each
exercise condition and logged every 5 s on an Apple PowerMac G4 computer
via a MacLab-2e, 12-bit A/D converter (ADInstruments, Colorado, CO,
USA). Steady-state values (after
2 min at each speed/incline condition)
were calculated. After acclimating the birds to the protocol, measurements
were repeated a minimum of three times, each on separate days, and an average
O2 during rest
and for each exercise condition was calculated.
Blood flow measurements
Blood flow to individual muscles and other body tissues was measured using
an injectible microsphere technique (see
Marsh et al., 2004
;
Ellerby et al., 2005
) in a
separate testing session under all three running conditions. Using standard
aseptic surgical techniques, the bird's brachial arteries were cannulated
under anesthesia (isoflurane, 1.5%) using custom-made polyurethane
saline-filled cannulae. The right (injection) and left (withdrawal) brachial
artery cannulae were advanced into the left ventricle and the brachiocephalic
artery, respectively. A pressure transducer (World Precision Instruments,
Sarasota, FL, USA) was used to detect when the ventricular cannula entered the
left ventricle. The cannulae were secured in the arteries using 4-0 silk
sutures proximal to the cannulae entry sites and further secured to the skin
at the elbow. The proximal wings were wrapped with Vetwrapp (3M) hiding the
coiled cannulae and the bird was left to recover overnight prior to the blood
flow measurements.
During the experimental session, microsphere injections (15 µm diameter polystyrene spheres; Triton Dye-trak VII+, Triton Technologies, San Diego, CA, USA) were made in the following order in all but one bird: (1) after the bird had been resting in a darkened box for approximately 10 min; (2) during a moderate-speed run at 1.5 m s1 and 0% gradient; (3) during a fast run matched for the metabolic cost of the incline run (2.28 or 2.39 m s1 and 0% gradient); and (4) during an incline run at 1.5 m s1 and 15% gradient. In the remaining bird the order was the same except that the uphill and fast runs were reversed. Injections during the running conditions were made after the birds had been running for 2 min and exhibited a steady heart rate as measured by a pressure transducer connected to the injection cannula. The injection and simultaneous blood withdrawal (see below) lasted for approximately 1 min, after which the animal continued to run at the prescribed exercise condition for approximately 30 s. The birds walked at 0.5 m s1 for 2 min before each running condition.
Injection syringes (1 ml) were weighed to the nearest 1 mg before and after
filling to determine the volume of microsphere solution in each injection. The
injection volumes contained approximately 106 spheres (
0.3 ml
of solution). The injections were made through a Luer port of three-way
stopcock and followed with a flush of 0.7 ml physiological saline. A second
Luer port was connected to the pressure transducer from which we monitored
pressure to confirm the ventricular location of the cannula and to monitor
heart rate except during the injections. 10 s prior to injecting the
microspheres the reference arterial blood withdrawal was started at a flow
rate of 1.75 ml min1 using a heparinized 3-ml syringe
connected to a syringe pump (Genie YA-12, Kent Scientific, CT, USA). The
reference withdrawal continued during the injection of microspheres and saline
flush, which took approximately 20 s, and continued for approximately 35 s
after the flush was completed in order to capture all of the microspheres
within the withdrawal cannula. After each injection, the stopcock was removed
and rinsed with 100% ethanol together with the injection syringe in order to
quantify the number of un-injected spheres.
After completion of microsphere injections, the animals were killed by an
overdose of pentobarbital solution and all but several very small muscles from
one leg were dissected out and weighed
(Table 1). Muscle nomenclature
follows the Handbook of Avian Anatomy
(Vanden Berge and Zweers,
1993
). The muscle samples analyzed were those done previously
(Ellerby et al., 2005
) with
the following differences. (1) The iliofibularis was divided into anterior
(antIF) and posterior (postIF) portions representing the primarily swing and
stance phase compartments of the muscle, respectively. This division started
proximally at the point at which the nerve enters the muscle and splits into
anterior and posterior branches that appear to separately innervate the antIF
and postIF (T. A. Hoogendyk, personal communication). (2) In the earlier work
(Ellerby et al., 2005
) all of
the digital flexors were analyzed as one group. In the present study, we
analyzed four of the digital flexors individually, the superficial flexors of
digits II and III (flexor perforans et perforatus digiti II & III,
abbreviated as sDF-II and sDF-III), flexor digitorum longus (FDL), and the
flexor hallucis longus (FHL). (3) The deep digital flexors to digits II, III
and IV are all divided anatomically into medial and lateral heads. The medial
heads originate on the posterior surface of the distal femur behind the knee
and the lateral heads originate largely on the fibula
(Hudson et al., 1959
). On the
basis of this anatomical arrangement, we combined the lateral and medial heads
in two groups designated as deep digital flexors, lateral heads (latDDF) and
deep digital flexors, medial heads (medDDF). The only digital extensor removed
was the extensor digitorum longus (EDL), which resides in the shank. The other
digital extensors are in the tarsometatarsal segment and are extremely small.
(4) The femerotibialis muscle group was separated into four heads for
analysis, although currently any functional distinctions among these heads are
unknown. The nomenclature regarding the divisions of this muscle in birds is
subject to some confusion in various sources
(Hudson et al., 1959
;
George and Berger, 1966
;
Vanden Berge and Zweers, 1993
;
Gatesy, 1999b
), and thus a
certain amount of anatomical description is useful here. Current nomenclature
(Vanden Berge and Zweers,
1993
; Gatesy,
1999b
) divides the femerotibialis into three named heads:
lateralis, intermedius and medialis, and the lateralis is further subdivided
into proximal and distal heads. The femerotialis lateralis pars distalis
(FTLD) [the `externus' (Hudson et al.,
1959
)] is a small distinct head originating from the distal half
of the lateral surface of the femur. The bulk of the muscle, considered as one
head by Hudson and colleagues (Hudson et
al., 1959
), is indistinctly divided into the more lateral,
femerotibialis lateralis pars proximalis (FTLP) and the more medial
femerotibialis intermedius (FTI). A proximal notch on the anterior surface of
the femur forms the only clear division between these heads. We separated them
for analysis along a line running from this notch to the patellar tendon. The
remaining head, the femerotibialis medialis (FTM), is a distinct spindle
shaped head lying along the medial surface of the femur. Selected muscles from
the contralateral limb were also analyzed as a check that the microspheres
were adequately mixed in the ventricle and distributed evenly throughout the
circulatory system. The heart and samples of the flight muscles were also
removed for analysis. The brain and most of the abdominal organs were also
removed as detailed previously (Ellerby et
al., 2005
), but the results by tissue are not reported for this
study.
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Microspheres were recovered from individual muscles and organs from the
sacrificed bird using a previously published protocol
(Marsh et al., 2004
;
Ellerby et al., 2005
). Prior
to processing, a known amount of navy control spheres were added to each
tissue sample in order to quantify and correct for the amount of spheres lost
in the processing steps. Spheres were subsequently isolated using a series of
tissue digestion and rinsing steps [see on-line supplement
(Marsh et al., 2004
)]. The dye
from the isolated microspheres was extracted using cellosolve acetate of known
volume and, after centrifugation, the absorbance spectrum of the dye mixture
was measured using a scanning spectrophotometer (Ultrospec 3300pro, G.E.
Healthcare BioSciences, Uppsala, Sweden). The number of spheres in each
experimental color and the navy process control were calculated from the
absorbance at their peak-absorbance wavelength and the peak-absorbance
wavelength of a low-wavelength contaminant using a matrix inversion
calculation implemented in Microsoft Excel. The actual number of spheres used
in the final tissue blood flow calculations were corrected for the number of
spheres lost in the processing steps using the mean number of navy spheres
from four unprocessed tubes containing only navy spheres. The tissue blood
flow rate (Qt) in ml min1 was calculated
as:
![]() | (1) |
In order to further describe the distribution of metabolic energy use
amongst muscles during level and incline running, we calculated the fractional
increase in blood flow to the muscles between the moderate-speed level run and
incline run and between the moderate-speed level run and fast level run. This
value has been termed the fractional delta flow (FdQ)
(Ellerby et al., 2005
) and is
equal to the increase in blood flow to a muscle between two exercise
conditions divided by the total increase in blood flow to all the muscles
between the same exercise conditions. Also, because the size of a muscle will
influence the amount of work and force it can produce, and thus its energy
use, we calculated the mass-specific increase in blood flow between exercise
conditions. Importantly, this latter analysis addresses whether the increase
in energy use between exercise conditions in a given muscle (or muscle group)
is proportional to its mass, rather than assessing the distribution of total
energy use among the muscles.
We also examined the FdQ between exercise conditions
amongst specific muscle groupings. We examined the FdQ
between the moderate-speed level run and incline run, and between the
moderate-speed and fast level runs for: (a) stance muscles divided into
parallel fibered `strap-like' muscles versus pinnate muscles, (b)
stance muscles divided into their primary action (hip, knee or ankle/toe
extensors), and (c) muscles divided into those active in stance
versus swing. [The stance/swing division followed that described
earlier (Marsh et al.,
2004
).
Haemoglobin and plasma lactate concentrations
Directly after completion of the reference blood withdrawal, a 20 µl and
a 100 µl blood sample were collected from the withdraw cannula for
haemoglobin and lactate analysis, respectively. The sample for haemoglobin
analysis was placed in drabkins solution and the sample for lactate analysis
was stored in perchloric acid and kept on ice. Haemoglobin and plasma lactate
concentrations were measured using standard biochemical assay kits (Sigma
Chemical Company, 525A and 826B, respectively). Haemoglobin concentrations
remained constant in all birds. One bird was excluded from analysis due to
high lactate values. The eight birds analyzed all had blood lactate values
below 4 mmol l1.
Statistics
To test for significant differences in blood flow between running
conditions we ran an analysis of variance (ANOVA) using the general linear
model within SPSS (version 11) at a significance level of P<0.05.
An identifier for the individual birds was entered as a factor in the model in
addition to the exercise condition. Factoring out the variance among birds is
important because the values of blood flow in an individual bird are
systematically correlated due to their calculation from a common reference
blood flow. The ANOVA model tested for main effects only. We conducted planned
contrast analyses between the moderate-speed and fast level running and
between the moderate-speed level and incline running, assuming equal
variances. A Wilcoxon nonparametric test was used to determine significant
differences (P<0.05) between the fractional delta flow values due
to speed and incline (SPSS version 11).
Lumped values for increases in mass-specific blood flow to pinnate and parallel muscles were compared using paired t-tests (using Bonferroni correction) at a significance level of P<0.05. We also ran a one-sample t-test to test for significant differences between the increase in mass-specific blood flow to muscle groups and the average mass-specific increase in flow to all muscles.
| Results |
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O2 during the
incline run was either 2.28 m s1 or 2.39 m
s1, depending on the bird, and the
O2 was generally
within 2 ml min-1 of the incline run value (Figs
1 and
2). The
O2 of the
incline run and fast level run were considerably below the maximal
O2 of the birds
examined (Fig. 1), indicating
that the birds were relying on aerobic metabolism. This was further evident
from the low blood lactate concentrations during these runs (<4 mmol
l1).
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Total blood flow to the leg muscles and its overall distribution
Total blood flow to the leg muscles increased linearly with total oxygen
consumption across exercise conditions
(Fig. 3). Commensurate with
this finding, the total blood flow to the leg muscles was the same during both
the incline run and fast run (Fig.
3), further indicative of the strong correlation between metabolic
demand and blood flow.
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The fractional increase in blood flow (the increase in blood flow to a muscle between two exercise conditions divided by the total increase in blood flow to all the muscles between the same exercise conditions) to the muscles between the moderate-speed level run and incline run and between the moderate-speed level run and fast level run are shown in Fig. 4. Although many muscles had significant increases in blood flow, the muscles that stand out as contributing disproportionately to the total increase during incline running were the flexor cruris lateralis pars pelvica (FCLP), iliotibialis lateralis pars postacetabularis (ILPO), and iliotrochantericus caudalis (ITC), which together contributed 54% of the total increase in blood flow. All of these muscles had higher flows than would be expected if the increased flow were simply distributed according to the mass of the muscles (Fig. 4); together these muscles comprised 27% of the total hindlimb muscle mass.
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The largest contributors to the increase in blood flow during fast level
running also included the FCLP and ILPO, as well as the femorotibialis (FT)
and tibialis cranialis (TC) (
46% of the increase in blood flow combined).
Under this running condition, the FCLP, ILPO and FT had mass-specific
increases in blood flow that were similar to the average mass-specific
increase in flow to all the muscles, but the mass-specific increase in flow to
the TC was greater than the average mass-specific increase in flow.
Distribution of blood flow among muscle groups according to architecture and function
Architecturally, the total hindlimb muscle mass of guinea fowl consisted of
almost equal proportions of muscles with largely parallel fascicles and short
tendons (aponeurosis plus external tendon) (49±0.2% of the mass) and
muscles with pinnate fascicles and long tendons (51±0.2% of the mass).
When these birds increased speed from 1.5 m s1 to
2.4 m
s1 the increase in blood flow was also almost equally
divided between parallel and pinnate fibered muscles acting in both stance and
swing (51±5% and 49±5%, respectively).
Because the extra work of running uphill is expected to be restricted to stance phase, comparing the distribution of blood flow among just those muscles active in stance is useful. Of the stance-phase muscles, parallel and pinnate fibered muscles make up, respectively, 44±0.2 and 56±0.2% of the muscle mass. (This comparison is complicated by the dual function FT, which is active in both the stance and swing phase. The percentages given include the entire mass of the FT as a pinnate stance-phase muscle.) When the animals increased speed on the level, the increase in blood flow to the stance-phase muscles was approximately equally divided between parallel (51±5%) and pinnate (49±5%) fibered muscles (Fig. 5A). This balance shifted somewhat when the increase in stance-phase flow from level to uphill running was partitioned across these muscle groups. In this case, the parallel fibered muscles received 61±5% of the increase in flow, a value significantly (Wilcoxon signed rank test, P=0.05) greater than the 39±5% going to pinnate stance muscles (Fig. 5A).
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We also compared the increase in mass-specific blood flow (ml min1 g1) between the pinnate- and parallel-fibered stance-phase muscles (Fig. 5B) using paired t-tests corrected for multiple comparisons with the Bonferroni procedure. When comparisons were made within architectural groups, no significant differences were found between the uphill or fast running groups. When pinnate and parallel groups were compared within each running condition a significant difference was found in the mass-specific increase in flow due to incline (P<0.004), but not due to speed.
Another way to ask whether the pinnate and parallel fibered muscles contribute in proportion to their mass is to compare the mass-specific increases in flow to the mean mass-specific increase in flow to all stance-phase muscles using a one-sample t-test (Fig. 5B). With this test, the mean mass-specific increases in blood flow to parallel and pinnate stance-phase muscles were not significantly different from the mean mass-specific increases in flow to all of the stance-phase muscles for either the transition to fast running or uphill running (P>0.05).
With increasing speed in level running, the largest fractional increase in stance-phase muscle blood flow was to muscles with actions at the hip, followed by muscles acting at the ankle and toes, and the lowest fraction going to muscles acting as knee extensors (Fig. 6A). This same rank order was found for the fractional increase in flow between level and uphill running (Fig. 6A), but the FdQ to the hip muscles was significantly larger than that found for increased speed (Wilcoxon signed rank test, P<0.05). The distribution of flow among the stance-phase muscles, according to the joints at which they act, follows the distribution of muscle mass so that the mass-specific flow across joints is approximately constant (Fig. 6B).
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| Discussion |
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Metabolic energy expenditure and total blood flow
The rates of oxygen consumption
(
O2) during
level and incline running in the present study are similar to those measured
in previous studies on guinea fowl energetics
(Ellerby et al., 2003
;
Ellerby et al., 2005
). The
rate of total blood flow to the leg muscles during level running at 1.5 m
s1 and
2.4 m s1 are, likewise,
similar to those obtained previously
(Ellerby et al., 2005
) on
comparably sized guinea fowl. Importantly, the increases in metabolic rate and
total blood flow to the leg muscles are proportional
(Fig. 3), which is consistent
with the view that blood flow is a reliable indicator of skeletal muscle
metabolic rate (Ellerby et al.,
2005
; Marsh and Ellerby,
2006
). Examining the contribution of individual muscles with
statistically significant increases in flow allowed us to account for 90% of
the overall increase in blood flow to the leg muscles. Thus, we are confident
that the distribution of energy use among the leg muscles that we describe
represents most of the increases in energy use associated with slope and
speed.
Although this study did not directly examine maximal aerobic energy
expenditure, the results may offer an important clue to the differences in
maximal aerobic capacity between level and uphill running. In a previous study
of guinea fowl, Ellerby et al. found that the maximal oxygen consumption
(
O2max) in
guinea fowl was 6% greater when running uphill compared to the value measured
during level running (Ellerby et al.,
2003
). Studies in humans and horses have also found that
O2max is
significantly greater during uphill running compared to the value in level
running (Hermansen and Saltin, 1969;
Paavolainen et al., 2000
;
McDonough et al., 2002
). The
present study indicates that the distribution of energy use changes among
muscles when running uphill (Fig.
4), supporting the hypothesis that task-specific maximal metabolic
rates result from altered muscle recruitment. Likely candidates for the
increase in the maximal aerobic capacity during incline running in guinea fowl
are the iliotrocantaricus caudalis (ITC) and fibularis longus (FL) muscles.
These muscles are in a group of muscles that during level running contribute
greatly to increases in energy use at low speeds, but decrease their
fractional contribution to increasing energy use at high speeds
(Ellerby et al., 2005
). In
some muscles in this group, e.g. the pubo-ischio-femeralis medialis, the
limited increase in energy use at higher speeds likely indicates that the
aerobic capacity of the muscle is fully utilized at lower speeds
(Ellerby et al., 2005
).
However, for the ITC and FL our data support the hypothesis that the energy
use levels off during high-speed level running because the mechanics of level
running do not require large increases in their recruitment at higher speeds,
and not because their aerobic capacity is reached. In the present study, the
increases in energy use for the ITC and FL with increasing speed on the level
were not statistically significant. However, when the mechanical demands of
running were altered by uphill running, the increases in energy use by these
muscles were substantial, and together accounted for approximately 15% of the
total increase in energy use caused by running uphill. This value is large
enough that the additional volume of active muscle resulting from the
recruitment of these muscles during incline running could explain the
increased capacity for aerobic metabolism when running uphill.
Distribution of energy use during level versus incline running
Strap-like muscles with parallel fibers and short tendons have been
hypothesized to be primarily suited to function as motors, doing positive work
during the locomotor cycle (Biewener and
Roberts, 2000
). Pinnate muscles, on the other hand, have been
viewed to function primarily as struts, doing little mechanical work but
instead tensioning tendon springs and allowing the storage and release of
elastic strain energy (Biewener and
Roberts, 2000
). These conclusions have been tempered by recent
studies that have found that pinnate muscles in birds are able to increase
mechanical work production during incline running and may produce net positive
work during level running as well (Daley
and Biewener, 2003
;
Gabaldón et al., 2004
).
However, these studies of the mechanics of individual muscles are hard to
relate quantitatively to the total energy used to perform the extra mechanical
work of incline running, and one could still hypothesize that most of the
mechanical work is done by the parallel-fibered muscles.
This hypothesis leads to the prediction tested in this study, that the increase in metabolic energy expenditure required to do the positive work against gravity during incline running is consumed primarily by parallel-fibered muscles active during stance. These muscles did increase their energy use to a greater extent in response to an increase in slope than to an increase in speed. However, we also found that a considerable portion of the increase in energy use is due to other muscles, including pinnate stance-phase muscles and muscles active during swing. Indeed, blood flow to the majority of hindlimb muscles increased significantly between running at 1.5 m s1 on the level and on a 15% gradient (Table 1). These findings suggest that the altered demand for mechanical energy production, and thus metabolic energy use, during incline running is likely accommodated by many muscles, including those that are viewed to function as economic force generators during level running.
Although blood flow increased significantly to the majority of leg muscles
due to increasing slope or speed, the increase in energy use was distributed
differently among the leg muscles between the two methods of altering exercise
intensity. One way to highlight how the distribution of energy among muscles
was affected by a shift in exercise intensity is to calculate the fraction of
the total increase in blood flow between exercise conditions attributed to
individual muscles or muscle groups (fractional delta flow,
FdQ). The muscle fractional delta flows between the
moderate-speed and fast level running conditions were similar to those
observed previously (Ellerby et al.,
2005
). Only minor exceptions exist, possibly because of the slower
speeds used for the fast run in the present study. Several novel patterns
emerge during uphill running. First, the majority (54%) of the increase in
energy during incline running is attributed to only three muscles: the
iliotibialis lateralis pars postacetabularis (ILPO), the flexor cruris
lateralis pars pelvica (FCLP) and the iliotrocantericus caudalis (ITC). A
large contribution to the increase in energy expenditure by the ILPO and FCLP
is not unique to incline running, as can be seen from their high
FdQ between moderate-speed and fast level running.
However, a substantially larger contribution to the elevated energy use is
apparent in these muscles during uphill running, and is greater than that
predicted on the basis of their mass (Fig.
4). For example, the ILPO, which made up 13% of the hindlimb
muscle mass, was responsible for 26% of the increase in energy use with
incline, whereas it contributed 16% to the increase in energy use due to
speed.
Association between muscletendon and musculoskeletal architecture and blood flow
The large contributions of the ILPO and FCLP to the additional metabolic
cost of incline running are consistent with the general prediction based on
muscletendon architecture that muscles with parallel fibers and small
external tendons should function to do work. The ILPO is both a hip and knee
extensor, and therefore can provide mechanical work against gravity at both of
these joints when moving uphill. The mechanical actions of the FCLP are
potentially complex. It can act in concert with the FCLA as a pure hip
extensor. However, its attachment to the tibia allows it also to function as a
knee flexor, and its connection to the intermediate gastrocnemius gives it an
ankle extensor action when it is co-active with this muscle
(Ellerby et al., 2002
).
Because, similar to the FCLP, the FCLA shows a much larger increase in
fractional energy use due to increasing slope rather than to increasing speed
(Fig. 4), we hypothesize that
the hip extensor function of the FCLP is of prime importance during uphill
running.
An increased energy use resulting from increasing slope was also seen in
bi-articular stance-phase muscles that tend to flex the knee, but extend the
hip. Particularly prominent in this group is the posterior iliofilbularis
(postIF), which was responsible for 6% of the increase in energy use due to
increasing slope, an FdQ nearly twice as large as that
resulting from an increase in level running speed. Why the bi-articular postIF
used more energy during incline running than during fast level running is
unclear. One possibility results from the observation that mammalian
bi-articular hip and knee flexors (hamstring muscles) may function to transfer
energy between the knee and hip joints
(Jacobs et al., 1996
). If the
postIF functions similarly, it would allow knee extensor muscles, such as the
femerotibialis, to provide some of the work of lifting the center of mass
during uphill running that would otherwise need to be produced by hip
extensors.
A surprising finding is the large contribution of the iliotrochantericus
caudalis muscle (ITC) to the increase in energy use between level and uphill
running. The ITC is a large, highly pinnate muscle, that originates from the
illium and inserts on the femoral trochanter via an aponeurotic
tendon (Gatesy, 1999b
).
Hutchinson and Gatesy speculated
(Hutchinson and Gatesy, 2000
)
that the primary role of ITC is to produce the internal rotation moment about
the long axis of the femur during stance that is required by the horizontal
femoral posture in birds (Carrano,
1998
). If action about the long axis of the femur is the primary
function of the ITC, elevated energy use by this muscle during incline running
would most likely result from: (1) an increase in the internal rotation moment
at the hip, (2) an increase in the rate of force development that requires
recruiting faster, less economical, muscle fibers and/or (3) an increase in
the mechanical work due to femoral long-axis rotation. Although we have no
direct data dismissing these possibilities, we have no reason to suspect that
any occur during uphill running in guinea fowl. During uphill running the
average vertical force over one stride is not different from level running,
the medio-lateral joint posture appears unchanged (albeit from visual
inspection only), and the ground contact times are similar (R.L.M. and J. A.
Carr, unpublished data). An alternative possibility is that the ITC is not
only involved in providing an internal rotation moment at the hip but also
functions to actively extend the hip. Despite its location anterior to the
hip, the ITC could contribute to hip extension because its insertion is dorsal
to the center of rotation of the hip joint (J.R. and R.L.M., unpublished
observations). The increased metabolic energy used by the ITC with uphill
running could possibly have resulted from greater force production due to a
shift in the load sharing amongst the hip internal rotator and/or hip extensor
muscles or altered limb posture, but evidence on these points is lacking.
Clarifying the functional reasons for the surprisingly large contribution of
the ITC to the increased energy use of incline running will require more
detailed analyses of its musculoskeletal architecture and in vivo
mechanical function.
Despite the uncertainty regarding the determinants of the ITC energetics,
the large contribution of this highly pinnate muscle to the increase in energy
demand resulting from incline running highlights the fact that
muscletendon architecture alone has limited power in predicting the
effect of an increased demand for mechanical work on the energy use among
muscles during locomotion. Depending on the musculoskeletal architecture and
the temporal distribution of work required during a movement, pinnate muscles
may be equally suited for doing positive mechanical work as are parallel
fibered muscles. Although the function of pinnate muscles in providing work
has been particularly emphasized during jumping
(Roberts and Marsh, 2003
),
previous studies have also shown that this type of muscle can function to
produce work effectively during running, e.g. the lateral gastrocnemius during
incline running in turkeys (Roberts et
al., 1997
; Gabaldón et
al., 2004
) and the fibularis (peroneus) longus in the same species
both in level and uphill running
(Gabaldón et al.,
2004
). For the FL, particularly intriguing similarities exist
between data on energy use in running guinea fowl
(Ellerby et al., 2005
) (this
study) and mechanical work production by this muscle in running turkeys
(Gabaldón et al.,
2004
). In guinea fowl, energy use by the FL did not increase
significantly as speed was increased above the moderate running speed of 1.5 m
s1, but energy use by this muscle did increase significantly
as the birds switched from level running to uphill running at 1.5 m
s1 (Table 1).
Similarly, in running turkeys mechanical work output by the FL does not
increase during level running as speed is increased above 2 m
s1, but increases substantially if the bird runs uphill at
this moderate running speed
(Gabaldón et al.,
2004
).
The idea that muscletendon architecture does not greatly constrain a muscle's ability to do mechanical work during incline running is also consistent with the overall distribution of energy use by the parallel and pinnate fibered stance-phase muscles considered as groups (Fig. 5A,B). When the birds increased speed in level running these muscle groups supplied equivalent fractions of the increase in energy use. When increase in energy use was caused by switching from level to incline running the balance of energy use by these muscle groups shifted significantly, and approximately 60% of the increases in energy use occurred in parallel fibered muscles. However, approximately 40% of the increase in metabolic energy use by stance-phase muscles between level and incline running was attributed to pinnate stance-phase muscles.
The large increase in energy use by pinnate muscles during incline running
suggests the straightforward hypothesis that these muscles contribute
importantly to the increase in mechanical work production required to move
uphill. This hypothesis is consistent with the available data on the
mechanical function of pinnate ankle extensors in turkeys. However, the
possibility exists that some of the increase in energy use in these muscles
was due to an increase in force production. Increased force production could
have been required if the mean net joint moments increased as a result of
altered posture or ground reaction force orientation, or alternatively, if the
force sharing among synergist muscles changed. Partial support for this idea
comes from the data of Daley and Biewener, who found a significant increase in
mean force production in the pinnate gastrocnemius complex between level and
incline running at the same speed in guinea fowl
(Daley and Biewener, 2003
).
However, this same study estimated that work production by the lateral
gastrocnemius increases more than does force production. Additionally,
Gabaldón et al. demonstrated an increase in work output with no
increase in force output during uphill running in the pinnate lateral
gastrocnemius and fibularis longus of turkeys
(Gabaldón et al.,
2004
). Thus, although increased force production when running
uphill could be a reason for the increase in energy use by pinnate muscles,
current evidence favors an increase in work output as the major factor.
Blood flow to proximal versus distal limb muscles
The relative contribution of proximal and distal muscles to producing the
mechanical work associated with incline running has received considerable
attention (Biewener and Gillis,
1999
; Gillis and Biewener,
2002
; Biewener et al.,
2004
; Roberts and Belliveau,
2005
). Some authors argue that incline running requires a shift in
motor recruitment favoring proximal muscles
(Biewener and Gillis, 1999
;
Biewener et al., 2004
). This
view stems from the observation that distal muscles, in general, posses a
highly specialized muscletendon architecture (short fibered, pinnate
muscles with long compliant tendons) that may limit their role as motors. Some
evidence exists for a division of labor between proximal and distal muscles.
Increases in muscle strain associated with incline locomotion have been
observed in the proximal muscles of rats
(Gillis and Biewener, 2002
),
and large muscle strains have been measured in a proximal muscle of jumping
dogs (Gregersen and Carrier,
2004
). A recent modeling study
(Sasaki and Neptune, 2006
)
also indicates that the majority of muscle fiber work occurs in proximal
muscles during level running in humans, although the gastrocnemius contributes
substantially. Moreover, direct measurements of muscle work in the distal limb
muscles of wallabies hopping uphill have shown that they produce little of the
mechanical work of elevating the center of mass
(Biewener et al., 2004
).
However, in contrast to these findings, distal muscles in turkeys are used to
produce considerable amounts of mechanical work during uphill running
(Roberts et al., 1997
;
Gabaldón et al.,
2004
).
One shortcoming of these previous studies is that they examined only a
small fraction of the total hindlimb muscle mass. In an alternative approach,
Roberts and Belliveau measured the net joint work at the ankle knee and hip
during level and incline running in humans
(Roberts and Belliveau, 2005
).
They found that the majority of the increase in mechanical work with incline
running is produced at the hip. However, relating these findings to the
distribution of muscle work is difficult due to the limits of inverse dynamic
modeling (e.g. co-contraction and energy transfer by two joint muscles).
The present study offers a novel approach in exploring the distribution of energy use among distal and proximal muscles during level and incline locomotion. By grouping muscles that have primary functions at the hip, knee or ankle and toes, we have calculated the relative contribution of each muscle group to the increase in energy associated with running faster or running uphill (Fig. 6A). The complex musculoskeletal architecture of the limb makes some of these assessments of energy use across joints ambiguous. For example, several large hamstring-like muscles in the posterior thigh (FCLP, FCM. postIF) are grouped as hip extensors, and the lateral gastrocnemius and the digital flexors are grouped as ankle extensors. However, these muscles can also produce knee flexor moments and could be expending energy at the knee by co-contracting with knee extensors. This type of energy use is not included in the analyses here, or those by other investigators.
Before considering the uphill data, the substantial contribution of the
stance-phase muscles with actions at the hip to the increase in energy
expenditure between moderate-speed and fast level running should be noted.
Energy use by these muscles represented 34% of the total increase in energy
use, or 48% of the increase in stance-phase energy use, resulting from
increasing speed. The fact that much of the muscle mass in this group of
muscles represents parallel fibered muscles, suggests that increases in work
output may play an important role in the increases in energy use due to speed
as well as those due to slope. Interestingly, the distribution of the
increased energy use due to running faster reflects the distribution of mass
among the muscles acting at the different joints during stance and those
required for swinging the limb (Fig.
6B). This evidence supports the view that musculoskeletal
structure is matched to locomotor demand
(Weibel, 2000
).
The increase in energy use by stance muscles with actions at the hip that results from increasing slope is even more striking. Approximately 60% of the total increase in blood flow, or 70% of the increase in flow to stance-phase muscles as the birds switched from level to incline running, was due to this group of muscles. This finding provides strong evidence, albeit indirect, corroborating the view that hip muscles produce the majority of the mechanical work of elevating the body during incline running. Future studies examining the mechanical behavior of proximal muscles are required to fully understand their role during level and incline locomotion.
Blood flow to stance and swing muscles
Our results showed that, as predicted, most (89%) of the increase in muscle
energy use between level and incline running occurred in stance muscles
(Fig. 7), and thus the
fractional contribution of the swing-phase muscles to total energy use was
less during uphill as compared to that found during level running. This result
contrasts with the relatively constant fraction of energy use by swing-phase
muscles resulting from an increase in speed (this study)
(Marsh et al., 2004
). The
large contribution of the stance-phase muscles during uphill running was
expected because they are responsible for producing the required increase
positive work on the body center of mass.
Because swing times are similar in level and uphill running in guinea fowl
(R.L.M. and J. A. Carr, unpublished data) one would expect little change in
the mechanical work required to swing the limbs with increasing slope.
Contrary to this expectation, several major swing-phase muscles (anterior
iliofibularis, iliotibialis cranialis, and iliotibialis lateralis pars
preacetabularis) exhibited significant increases in blood flow between level
and uphill running. The overall contribution of these muscles to the total
increase in energy use was approximately 11%
(Fig. 7). One possible
explanation of the increased swing-phase energy use is that in guinea fowl all
of the joints show greater angular changes over the swing phase (R.L.M., J.R.,
J. A. Carr and T. A. Hoogendyk, unpublished data). Accomplishing a greater
excursion would presumably require a greater amount of mechanical work, and
thus energy use. Additionally, during uphill running, the limb segments must
be elevated independent of the center of mass during each stride, and
therefore small increases in the metabolic cost of swinging the limb may also
occur due to work against gravity. Interestingly, increased net joint work at
the hip has been observed during the swing-phase of incline running in humans
compared to level running at the same speed
(Swanson and Caldwell, 2000
).
Although the increase in energy expenditure between level and uphill running
attributed to swing-phase muscles is relatively small, it is an important
reminder that swing-phase costs must not be ignored when drawing conclusions
on the mechanical determinants of the energy cost of locomotion
(Marsh et al., 2004
).
Delta efficiency and its biological relevance
Several authors have used delta efficiency (the additional metabolic energy
expenditure divided by the additional mechanical energy expenditure between
two exercise conditions) to base interpretations on the energetics of
locomotion (e.g. Whipp and Wasserman,
1969
; Taylor et al.,
1972
; Donovan and Brooks,
1977
). Delta efficiency is often assumed to represent the
efficiency of muscles performing work. For instance, in the case of incline
running, Taylor and colleagues (Taylor et
al., 1972
), and later Cohen et al.
(Cohen et al., 1978
), suggested
that delta efficiency is nearly constant, reflecting the narrow range of
efficiencies observed for isolated skeletal muscle
(Woledge et al., 1985
).
Superficially, our data could be interpreted as supporting this suggestion.
The delta efficiency calculated in this study was 36%, a value similar to that
of several other species locomoting uphill
(Taylor et al., 1972
;
Cohen et al., 1978
;
Kram and Dawson, 1998
).
Moreover, the metabolic cost of lifting 1 kilogram of body mass 1 meter
vertically in guinea fowl (27.4 J kg1 m1)
agrees well with that predicted for animals in general
(Cohen et al., 1978
).
However, in a detailed comparative analysis of running energetics, the
concept of a constant delta efficiency for incline running has been refuted
(Full and Tullis, 1990
).
Indeed, for some species the cost of incline running differs by as much as
150% from that predicted based on a constant efficiency of performing
mechanical work against gravity. Furthermore, delta efficiencies calculated
for incline running are often much greater
(Taylor et al., 1972
;
Bijker et al., 2001
) (this
study) than the maximum efficiency of approximately 25% expected for skeletal
muscle. These findings suggest that delta efficiency is likely a poor
indicator of muscle efficiency during incline running.
The potential errors in estimating muscle efficiency based on delta efficiencies have been summarized well elsewhere (Stainbsy et al., 1980). For delta efficiencies to be valid, the metabolic energy attributed to the baseline measure must not be altered with an increase in workload. This poses a particular problem for incline running. For instance, the metabolic energy attributed to a muscle acting isometrically and facilitating tendon elastic energy storage and release during level running is part of the baseline expenditure. If the action of these muscles is altered during uphill running, along with their metabolic energy expenditure, it follows that the baseline energy use has also been altered.
Conclusion
The metabolic cost of running increases dramatically when animals switch
from level running to running uphill, a consequence of doing positive work
against gravity. The present results indicate that the additional metabolic
cost of incline running is shared across most hindlimb muscles. The increase
in energy expenditure is biased toward stance-phase muscles traditionally
thought to be ideal for work production, namely proximal, parallel-fibered
extensor muscles with short tendons. Nevertheless, considerable energy is
expended by pinnate muscles that have often been thought to be specialized for
economic force production, as well as by muscles with flexor actions, and also
some swing-phase muscles. These findings suggest that neither
muscletendon nor musculoskeletal architecture greatly restricts the
ability of muscles to do work during locomotor tasks such as uphill running,
and that the added energy cost of running uphill is not solely related to the
work required to lift the body center of mass.
| Acknowledgments |
|---|
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|---|
|
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