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First published online November 19, 2007
Journal of Experimental Biology 210, 4069-4082 (2007)
Published by The Company of Biologists 2007
doi: 10.1242/jeb.007096
Review |
Anatomical basis of lingual hydrostatic deformation
Department of Mechanical Engineering, Massachusetts Institute of Technology and the Athinoula A. Martinos Center for Biomedical Imaging, Massachusetts General Hospital, Cambridge, MA 02139, USA
* Author for correspondence (e-mail: rgilbert{at}mit.edu)
Accepted 27 July 2007
| Summary |
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Key words: magnetic resonance imaging, myoarchitecture, tissue mechanics
| Hydrostatic model of lingual deformation |
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A constant morphological feature of all muscular hydrostats in nature is
the presence of muscle fiber populations aligned both perpendicular
(transverse, vertical, circumferential or radial directions) and parallel
(longitudinal direction) to the organ's long axis. For example, muscular
hydrostats that principally perform bending motions, such as the snake, which
flicks its chemoreceptor-laden organ to sense its prey, tend to have
longitudinal fibers further away from the longitudinal axis and produce a
greater moment about the bending axis. If the principal function of the
longitudinal fibers is to produce retraction, as is the case for certain
reptiles, such as the monitor lizard Varanus exanthematicus and
garter snake Thamnophis, and mammals, such as the pangolin (scaly
anteater) Manis, these muscles are generally located along the
central axis of the organ. For those muscular hydrostats with muscular
elements oriented helically about the organ's long axis, such as the elephant
trunk, the fibers characteristically produce both positive and negative
torsion and are positioned to maximize the torsional moment during grasping.
The mammalian tongue exhibits an enormous degree of mechanical versatility.
The scaly anteater (Manis) has the distinction of being the tongue
length champion, at least relative to its body size. Its tongue
characteristically extends back, posterior to the sternum, to an attachment on
a specialized xiphoid cartilage. The tongue's caudal cross-section is composed
of longitudinal fibers surrounded by circular fibers (perpendicular to the
long axis). The xiphoid plate is analogous to the hyoid bone in other mammals
as it is an attachment for the genioglossus and geniohyoid (protractor
muscles), and sternohyoid (retractor muscle), and is used by the
Manis for scraping termites off the sticky body of the tongue so that
they may be placed in the esophagus. The extrinsic sternohyoid attaches to
both the xiphoid process and caudally all the way to the right iliac fossa of
the pelvis. The overall tongue length for the Manis is typically
around 70 cm, which is rather long for an animal whose body length is only
120–140 cm. The performance of the human tongue during swallowing is
also an important example of hydrostatic deformation
(Miller, 1982
). During the
swallow, a synchronized series of deformations results in the transport of
ingested food from the mouth to the esophagus. Immediately following
ingestion, the food is physically modified through a set of actions, termed
mastication, which produces a shaped bolus of semi-solid or fluid consistency
(Thexton, 1992
;
Palmer et al., 1992
;
Hiiemae and Palmer, 1999
).
This process incorporates tethered motions of the tongue, hyoid bone and jaw
in species-specific patterns (Smith,
1986
; Thexton and McGarrick,
1988
; Thexton and McGarrick,
1994
; Herrell et al., 1996;
Thexton and Hiiemae, 1997
).
Once the bolus has been configured, oral stage swallowing ensues, which
includes the creation and optimization of the accommodating cavity by
patterned deformation, followed by retrograde propulsion
(Gilbert et al., 1998a
)
(Fig. 1). On delivery of the
bolus to the pharynx, the pharynx displaces in a superior direction, producing
a cylinder-like flow chamber (Flaherty et
al., 1995
). Propagating pharyngeal contractions then combine with
anterior pharyngeal displacement to produce an orderly flow of the bolus from
the pharynx, past the occluded airway and into the esophagus
(Maddock and Gilbert, 1993
;
Paydarfar et al., 1995
;
Kahrilas et al., 1992
).
|
We contend that the ability of the mammalian tongue to carry out its large array of physiological motions is based on its muscular anatomy, which is composed of complex fiber arrays aligned at various angles orthogonal to the direction of deformation. We propose that these fiber alignments comprise the structural underpinnings for hydrostatic deformation and are thus fundamental to the generation of lingual force.
| Lingual myoarchitecture and hydrostatic deformation |
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It is generally believed that the direction of skeletal muscle contraction
is dictated by the principal orientation of its fibers. While the
determination of a muscle's principal fiber direction is straightforward in
tissues where the fibers are aligned along a single spatial axis, for example,
the muscles of the extremities, the process is considerably more complicated
in tissues where fibers are aligned along multiple axes, for example, the
tongue, heart and GI tract. The fact that the tongue comprises an extensive
array of interdigitating fibers contributes to the organ's almost limitless
number of possible deformations. Deriving accurate information regarding
lingual muscle fiber orientation has classically relied on meticulous
dissection and multislice reconstruction, an approach that is both laborious
and ill-posed in the case of the tongue. The difficulty stems from the
inability of histology, an inherently 2-D technique, to resolve through plane
fiber angle and thus allow 3-D reconstruction
(McLean and Prothero, 1987
;
McLean and Prothero, 1992
).
With these caveats in mind, previous investigations have been instrumental in
providing information regarding lingual configuration changes during motion,
and from these models the details of fiber relationships, distribution of
fiber types and innervation have been inferred
(DePaul and Abbs, 1996
;
Mu and Sanders, 1999
;
Takemoto, 2001
). A
particularly compelling aspect to the study of lingual anatomy is the fact
that the extrinsic muscles appear to merge seamlessly with the intrinsic
musculature, thus confounding the definition of distinct muscles within the
body of the tongue. For example, as the genioglossus muscle fans superiorly
into the tongue's intrinsic core, its fibers merge with verticalis muscle
fibers, sometimes extending all the way to the superior longitudinalis.
Continuum modeling, which recognizes the musculature as a continuous array of
elements, may thus be a more valid way to conceive the tongue's
myoarchitecture. Both intrinsic and extrinsic lingual fibers may be arrayed
within the tissue to generate a large variety of shapes by virtue of the
tissue's hydrostatic properties. The structural components of each element may
further be considered as a hierarchical organization of individual myofibers
and collagen-delimited fiber bundles, allowing the tissue to be defined
simultaneously at macroscopic (discrete regions within a tissue) and
microscopic (individual myofibers and fiber bundles) resolutions. Diversity of
physiological function may be derived from the anatomical relationships
between fibers and fiber bundles, as well as regional differences of
innervation, excitation–contraction coupling and muscle fiber type.
|
In order to recover diffusion data from MRI, transverse magnetization is
first dephased and then rephased under the influence of a spatially dependent
magnetic field gradient. This `echo' completely rephases the original
magnetization, except for any diffusive motion that occurs along the direction
of the applied gradient. Molecular diffusion is thus reflected by a loss of
signal coherence and incomplete refocusing, yielding net attenuation of the
MRI signal. From the extent of signal attenuation, a diffusion coefficient may
then be calculated. The derivation of a set of diffusion coefficients
(controlled by spatially variant applied magnetic gradients) results in a
unique array of 3-D data for each voxel. Quantitatively, this symmetrical
second-order tensor can be conceived as a function of signal attenuation by
Eqn 1:
![]() | (1) |
kTkdt, where the
reciprocal space vector, k, can be expressed as a function of the
proton gyromagnetic ratio and the 3-D diffusion sensitization gradient vector.
In order to efficiently span 3-D space with the diffusion sensitization
gradients, seven images are acquired; six with gradient vectors towards the
unopposed edge centers of a theoretical cube, and one unattenuated image. This
yields a system of linear equations, which can be solved for the diffusion
tensor, D, in the x–y–z coordinate system. This
tensor may then be transformed by solving Dv =
v in
order to derive the diffusion tensor in the eigen coordinate system. The
complete 3-D diffusion tensor may be computed for each image voxel and
visualized as individual octahedra, whose axes are scaled by the size of the
eigenvalues and oriented along the corresponding eigenvectors. Within the
eigen coordinate system, the principal eigenvector, v1,
corresponds to the direction of greatest diffusion, or principal fiber
direction, and was the major axis of the octahedron. The eigenvalues and
eigenvectors for each diffusion tensor represent the magnitude and direction
of maximal proton diffusivity, respectively
(Fig. 3). Diffusion tensor
anisotropy may also be depicted in terms of the oblateness of the diffusion
tensor, and hence the homogeneity of fiber orientation within a voxel. By this
method, homogeneous tissue where most of the myofibers are oriented along the
same axis will have a high anisotropy index and heterogeneous tissue with
different myofiber orientations (e.g. multiple intertwined or overlaid fiber
populations) will have a low anisotropy index.
A rendering of lingual fiber myoarchitecture
(Wedeen et al., 2001
) is
depicted in Fig. 4 for a
mid-sagittal slice of the bovine tongue. In this image, the fiber populations
are represented by color-coded octahedra. These results demonstrate that
fibers which are aligned parallel to the mid-sagittal imaging plane originate
in the postero-inferior region of the tongue, and radiate in the anterior and
superior direction, ultimately merging with vertically oriented fibers towards
the periphery of the tongue. Through-plane fibers, on the other hand, are
located predominantly in the anterior and superior regions of the tongue.
Fibers localized to the postero-inferior tongue display a highly uniform and
parallel organization, whereas fibers localized to the antero-superior tongue
show progressively less uniformity of fiber orientation. Owing to the
distinction in the anterior tongue between the orthogonal core fibers and the
longitudinal sheath fibers, this tissue region may be further analyzed by
graphically depicting its 2-D architecture
(Fig. 5). In this data
rendering, v1,v2 constitutes the face of a
flattened cylinder, representing maximal angular dispersion of fiber angles.
These data depict a striking contrast between the core fibers, consisting of
the vertical and transverse fibers, and sheath fibers formed by the
longitudinalis muscles. The fiber planes of the tongue sheath are concentric
with the surface of the tongue and locally parallel to the adjacent surface of
the tissue. This approach resolves the constituent muscles of the tongue based
on the principal directions of its fibers and the angular dispersion of these
fibers within the imaged element. By this formulation, the principal fiber
orientation at each location in the image corresponds to the leading
eigenvector of the diffusion tensor, whereas the second eigenvector identifies
the orientation of maximum fiber angle dispersion in each voxel. These results
are consistent with the hydrostat model in that they explicitly portray
crossing vertical and horizontal fibers in the lingual core, which may cause,
by simultaneous contraction (with conservation of volume), the tongue to
protrude in the anterior–posterior axis, orthogonal to the plane of
these fibers. The tongue core and sheath comprise a functionally opposed pair,
in which protrusion produced by bidirectional contraction of the core muscles
is opposed by the retraction produced by unidirectional contraction of the
longitudinal sheath muscles.
|
|
The fact that diffusion tensor imaging yields only one principal fiber
direction per voxel, however, limits its ability to discern fiber direction
where fibers cross at the scale of the individual voxel, as is typical for the
tongue. Diffusion spectrum imaging (DSI)
(Wedeen et al., 2000
;
Lin et al., 2003
;
Tuch et al., 2003
) is a method
for determining the alignment of geometrically heterogeneous muscle fiber
populations, for which the complete 3-D spin displacement function may be
determined within a single voxel as small as 500 µm3. DSI
involves the acquisition of numerous diffusion-weighted magnetic resonance
images per spatial unit, each with a different diffusion-weighting gradient
value and angularity. This extension of the prior diffusion-weighted
techniques thus allows the quantification of fiber direction in the case of
the complex myoarchitectural patterns
(Gilbert et al., 2006
). DSI
yields an ensemble probability density function (PDF) for the set of molecular
displacements occurring as a function of molecular motion; in effect, the
average probability of a spin undergoing a given displacement over a given
diffusion time. By measuring the microscopically resolved 3-D diffusion
functions, DSI depicts complex fiber relationships as the multimodal behavior
of the PDF within a macroscopically resolved voxel of tissue. In DSI,
diffusion-weighted images are acquired for a sphere of q vectors with
indexed values in a Cartesian grid in q space, in order to produce a 3-D
probability distribution. The relationship between the diffusion attenuation
and a diffusion-weighting gradient g of duration
is depicted by
Eqn 2:
![]() | (2) |
g
,
is the proton
gyromagnetic ratio for a water molecule, M is the signal intensity,
is the diffusion time, R is the diffusion distance and
s is the average PDF. In
DSI, diffusion-weighted images are acquired for a sphere of q vectors
with indexed values in a Cartesian grid in q space, in order to produce a 3-D
probability distribution. The spacing between q vectors defines the
field of view and the maximum q vector defines the resolution of the
PDF. In order to make visualization more clear, the 3-D diffusion function may
be reduced by integrating
s weighted radially by the
magnitude of R. This new data set is termed the orientational
distribution function (ODF) and provides a probability distribution for
diffusion for a set of angular directions, weighted by the magnitude of the
diffusion (Fig. 6).
|
Fig. 7 demonstrates
variations in the patterns exhibited by crossing fibers in the anterior core
of the tongue in three adjacent axial imaging slices (A–C).
Fig. 9D of Gilbert et al.
(Gilbert et al., 2006
) depicts
a single voxel at high magnification showing the convergence of three fiber
populations, oriented principally in the vertical, transverse and longitudinal
directions. Fig. 9E of the same
study depicts a single population of fibers, aligned at an angle between the
longitudinal and the vertical. Fig.
9F of the study demonstrates two crossing fiber populations,
oriented orthogonal to each other in the vertical and transverse directions.
The use of DSI distinguishes between regions consisting of crossing and
non-crossing fiber populations, and explicitly allows angular quantification
of crossing fiber populations. Based on the above formulations, it may be
readily considered that the extent to which such crossing fibers are present
in a given region impacts upon its ability to undergo hydrostatic deformation.
These data specifically demonstrate that the tongue tissue may be delineated
into regions defined by the degree to which fibers are homogeneously aligned,
i.e. without significant crossing fiber populations at the voxel resolution,
or heterogeneously aligned, i.e. exhibiting two to three crossing fiber
populations. It is further shown that regions exhibiting extensive crossing
merge in an almost seamless manner with regions exhibiting homogeneity of
fiber alignment, thus reaffirming the concept that the lingual musculature,
and perhaps numerous other muscle systems, are best conceived as mechanical
continua rather than the simple juxtaposition of discrete muscle populations.
Given the voxel-scale complexity of the tongue, and the continuous nature of
the contractions underlying its deformations, quantifications of the angular
relationships involving orthogonally aligned fibers should have value in the
derivation of structure–function relationships.
|
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From the above, it may be surmised that lingual myoarchitecture arises from the juxtaposition of muscle fiber arrays obliquely oriented to each other. According to the hydrostat hypothesis, the existence of crossing fibers allows for the possibility of synchronized multidirectional contraction and isovolemic deformation. Similarly oriented fibers may act en masse as a contractile unit or promote specific patterns of regional contraction. For example, during human swallowing, the serial alternation of transversus and verticalis bundles allows the bolus-accommodating depression in the tongue to translate posteriorly, therefore bringing food deeper into the oropharynx prior to retrograde propulsion. Both fiber populations are necessary, as verticalis muscle contraction allows for a depression to be formed, while transversus muscle contraction creates expansion towards the hard palate. The presence of structural complexity, where fibers are aligned simultaneously along multiple spatial axes, thus serves as an anatomical prerequisite for hydrostatic deformation.
| Mechanical evidence supporting hydrostatic lingual deformation |
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Employing this approach, Napadow et al.
(Napadow et al., 1999a
)
demonstrated that anterior tongue protrusion results from simultaneous
bi-directional contraction of the transversely and vertically oriented muscles
of the lingual core, resulting in anterior extension due to tissue
incompressibility (Fig. 10). A
model may thus be generated whereby bi-directional contraction of orthogonal
fibers in the intrinsic core of the tongue causes an expansion along the
tongue's long axis due to the relative incompressibility of the tissue.
Contraction in the tongue core occurred in the superior–inferior and
medial–lateral directions, as inferred from the region's fiber
orientation. For this simple prototypical motion, negative strain presented in
these directions may be considered synonymous with muscle contraction because
overlapping extrinsic muscle attachments lateral or superior to the regions in
question were non-existent. Such attachments could conceivably introduce
compressive strain to uncontracted muscle tissue by deforming adjacent muscle
fibers in the organ. Bending of the tongue, either upward or laterally, is
caused by regional bidirectional contraction of the core fibers as above,
combined with unilateral contraction of the longitudinal sheath
(Fig. 11). Contraction of the
longitudinal muscle fibers on the side of the tongue closest to the center of
curvature may be demonstrated by the existence of negative strain values at
the inside edge. These results thus support the prediction made by Smith and
Kier (Smith and Kier, 1989
)
that unilateral contraction of the peripherally located and longitudinally
oriented sheath is a mechanism for bending in a muscular hydrostat. These data
additionally demonstrate a synergistic mechanism for tissue bending through
graded core fiber contraction as a function of radial distance from the center
of curvature. The graded pattern of contractility may exist as a summed
response of medial–lateral and superior–inferior fibers, resulting
in a commensurate expansion in the antero-posterior direction that increases
with distance from the center of curvature and supplementing the contraction
of the longitudinal sheath in the production of bending. Similar to tongue
protrusion, the region of positive superior–inferior strain seen in the
sagittal bending image results from the tongue body being stretched superiorly
to the hard palate.
|
|
The same MRI methods may be used to ascertain the intramural dynamics of
the lingual musculature during the phases of human swallowing, including early
accommodation (bolus held in the anterior oral cavity), late accommodation
(bolus transferred to the posterior oral cavity) and propulsion (bolus
propelled retrograde to pharynx; Fig.
12) (Napadow et al.,
1999b
). Early accommodation is associated with the containment of
the bolus in a grooved depression in the middle portion of the tongue's dorsal
surface. This grooved depression results from a synergistic contraction of the
anterior genioglossus in concert with the hyoglossus, verticalis (intrinsic)
and transversus (intrinsic) muscles. Verticalis contraction results from a
region of negative y-direction strain in the anterior tongue.
Transversus contraction may be inferred on the basis of subtle
z-direction negative strain. There is, however, strong evidence of
negative y-direction strain directly below the bolus, producing a
depression of the containing groove. This contraction could be the result of
active genioglossus contraction or a passive effect secondary to contraction
of the hyoglossus inserting into the mid-portion of the tongue body, laterally
and from below. The strain map demonstrates that the contractile eigenvectors
(visualized as the short axes of octahedra – the direction of greatest
contractile strain when z-direction strain is positive) are oriented
postero-inferiorly. Since the mid-sagittal slice is directly medial to the
lateral insertions of the hyoglossus, this strain pattern is consistent with
either genioglossus or hyoglossus contraction. These contractions are
associated with x- and z-direction expansion, elongating the
grooved depression and improving bolus containment. During late accommodation,
the bolus is s shifted towards the posterior dorsal surface of the tongue, in
effect `priming the lingual pump' before propulsion. The most prominent
finding during this phase is an increase in negative y-direction
strain (i.e. inferior-directed contraction) in the posterior tongue containing
the bolus. This contraction is responsible both for the creation of the
posterior depression and for the extension of the bolus depression in the
x- and z-directions.
|
Bolus propulsion reflects the net retrograde motion of the tongue, expelling the cradled bolus from the oral cavity. The most prominent effect is on the posterior tongue, with significant expansion of the tissue in the x- and y-directions and concomitant z-direction contraction. The styloglossus, which inserts into the posterior tongue body on its lateral aspects and is directed postero-superiorly towards its attachment point on the styloid process, most likely produces this universally observed strain pattern by passively dragging the tissue in the tongue's mid-sagittal slice. This mechanism is supplemented by contraction of intrinsic transversus muscle fibers, which are also located in the posterior tongue. This contraction would cause tissue expansion in the x- and y-directions due to the incompressibility of the tongue tissue. Sole contraction of the styloglossus (in a postero-superior direction) could not produce expansive strain above its insertion point, in the mid-portion of the tongue's lateral surfaces, since the tongue is constrained from below. Thus, styloglossus contraction would stretch the tongue tissue located between its insertion point and the tongue's inferior attachment. Because postero-superior expansion in the posterior tongue exists all the way to the dorsal surface, a synergistic mechanism must be at work. This effect could only come from contraction of the z-directed transversus muscle in this portion of the tongue.
The demonstration of the local mechanical events associated with human tongue deformation during protrusion, bending and the phases of swallowing supports the hydrostat hypothesis in that isovolemic deformation is fostered through synergistic contractions involving orthogonally aligned fiber populations. The presence of mechanical cooperativity involving the intrinsic and extrinsic muscle groups during biologically significant motions thus provides a mechanism for isovolemic deformation.
| Integration of lingual structure and mechanical function |
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One of the most significant insights derived from these modeling studies is
the paramount role muscular synergy plays in generating lingual deformation.
For example, during anterior protrusion the transversus, verticalis and even
the extrinsic genioglossus muscles play active contractile roles. In the light
of our modeling results (Napadow et al.,
2002
), we hypothesize that the superior longitudinalis muscle also
acts in concert with the above muscle groups to straighten the tongue from its
resting bent configuration. Though subtle, this action is nevertheless
functionally important, and illustrates the physiological reliance of
synergistic muscular synchrony in the regulation of tissue deformation. This
phenomenon further supports the concept of the tongue as a muscular hydrostat.
Another example of the synergistic interplay of the tongue's muscular elements
is the retrograde thrusting of the posterior tongue during the bolus
propulsion stage of the swallow. This maneuver is important in clearing the
bolus from the oral cavity into the oropharynx. As in other biomechanical
manipulator systems in nature, synergistic muscular contractions augment
physiological motion and add support and rigidity to the system. From a
teleological perspective, muscular synergy may also represent a necessary
adaptation for life-sustaining functions, such as feeding, control of the
respiratory tract and communication. It may be shown that synergistic
contractions of orthogonally aligned fibers contributes to volume-conserving
tissue deformation and therefore meets one of the criteria for a muscular
hydrostat. All such hydrostats possess fibers parallel and perpendicular to
the organ's long axis, but differ regarding the relative position and geometry
of the perpendicular fibers. While it has been considered that the
conventional concept of a hydrostat as an untethered actuator may not apply to
the tongue, it may be noted that the presence of extrinsic influences does not
necessarily negate the concept of hydrostatic deformation. Conceivably,
extrinsically attached muscles may impose more gross deformations, as needed
during propulsion, whereas the role of the intrinsic muscles may be to apply
the `fine tuning' needed to achieve the myriad of lingual positions, shapes
and degrees of force. Synergistic contractions of extrinsic and intrinsic
muscles of the tongue, anatomically indistinct at the point of their insertion
in the body of the tongue, may thus contribute to local hydrostatic effects in
the human tongue.
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| Acknowledgments |
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