UNIT 1 - BONE Dr M J Dolan Department of Orthopaedic & Trauma Surgery University of Dundee Dr T Drew Department of Orthopaedic & Trauma Surgery University of Dundee SECOND EDITION Edited by Dr T Drew Department of Orthopaedic & Trauma Surgery University of Dundee Illustrations by Mr I Christie Published by Distance Learning Section Department of Orthopaedic & Trauma Surgery University of Dundee Second Edition published 2005: ISBN 1-903562-49-X ISBN 978-1-903562-49-9 First Edition published 1995: ISBN 1-899476-54-7 Copyright © 2005 University of Dundee. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, and recording or otherwise, without prior permission from the publisher. The University of Dundee is a Scottish Registered Charity, No SC015096. UNIT 1 - BONE CONTENTS 1. COMPOSITION AND STRUCTURE 2. BASIC MECHANICAL PROPERTIES 2.1 Stress 2.2 Strain 2.3 Stress-strain Curves 2.4 Young’s Modulus 2.5 Typical Values 3. TYPES OF LOADING 3.1 Shear Loading 3.2 Bending Loading 3.3 Torsional Loading 3.4 Combined Loading 4. INFLUENCE OF MUSCLE ACTIVITY 5. REMODELLING 6. FATIGUE FRACTURES 7. AGE-RELATED CHANGES SUMMARY SAQ ANSWERS END OF UNIT EXERCISE UNIT 1 - BONE OBJECTIVES On completing your study of this unit you should be able to: 1. Describe the material composition and structural organisation of compact and cancellous bone. 2. Explain how the material composition and structural organisation of bone affects its strength. 3. Define the terms: “tensile loading”, “compressive loading”, “stress and strain”. 4. Compare and contrast the basic mechanical properties of bone with everyday materials. 5. Identify and describe the different types of mechanical loads that act on bones in the human body. 6. Explain the importance of cross-sectional shape in bending and torsion loading. 7. Describe the influence of muscle action on the distribution of stress within bone. 8. Quote Wolff’s law. 9. Describe the influence of exercise and weightlessness on bone mineralisation and strength. 10. Define a fatigue fracture and explain how they arise. 11. Explain why excessive muscle fatigue may contribute to a fatigue fracture. 12. Describe the influence of age-related changes on the biomechanics of bone. 13. Discuss the differences between age-related changes in men and women. UNIT 1 - BONE Bone tissue is a specialised type of connective tissue. It is one of the hardest tissues in the human body, only dentine and enamel in teeth are harder. Bones, which are made of bone tissue, perform a number of important functions. They support the structures of the body, protect delicate structures such as the heart and lungs, and act as lever arms for movement. BONE TISSUE There are a wide range of different bone sizes and shapes. These are grouped into four different types according to their structure: long bones, short bones, flat bones and irregular bones. Each one is adapted to perform its specific function; for example the skull bones are flat to contain and protect the brain whilst the limb bones are long to act as lever arms for movement. In this unit we will be examining the basic mechanical properties of bone tissue and how the structure of bone is adapted to support the structures of the body and allow movement. In particular we will look at how bones are designed to prevent fractures. But first the composition and structure of bone will be reviewed. 1. COMPOSITION AND STRUCTURE Bone tissue is composed of bone cells called osteocytes, a non-cellular organic component and an inorganic component. OSTEOCYTES The non-cellular organic component consists of very strong collagen fibres embedded in a jelly-like matrix called ground substance. The collagen fibres account for 95% of the non-cellular component of bone and for about 25 to 30% of the dry weight of bone. Collagen fibres are flexible but resist stretching. COLLAGEN FIBRES The inorganic component consists mainly of the minerals calcium and phosphate. These are in the form of crystals of calcium phosphate which are deposited within the matrix. It is the high content of this inorganic component that gives bone its characteristic hardness and rigidity. The inorganic component accounts for 65 to 70% of the dry weight of bone. GROUND SUBSTANCE INORGANIC COMPONENT CALCIUM PHOSPHATE SAQ 1 (a) What are bone cells called? (b) Which component of bone gives it its characteristic hardness and rigidity? Bones generally consist of two very different types of bone tissues: compact bone cancellous bone Compact bone forms the outer layer of bones and has a dense structure. It is also called cortical bone. Cancellous bone forms the inner part of short, flat and irregular bones. In long bones it lines the inner surfaces and makes up the greater part of the metaphyses and epiphyses. Cancellous bone has a mesh like structure which gives it its other common name spongy bone. The spaces in the mesh contain red bone marrow. The relative quantities of compact and cancellous bone vary between bones and even within an individual bone according to the functional requirements. This variation can easily be observed in the femur. The head and greater trochanter are covered only in a very thin layer of compact bone yet the shaft has a much thicker layer (Figure 1). Notice the pattern in the cancellous bone, the cells tend to align themselves in the directions that will best support the load. Unit 1 - Bone 1 COMPACT BONE CANCELLOUS BONE cancellous bone compact bone compact bone compact bone FIGURE 1. SECTION THROUGH HEAD OF A FEMUR. In compact bone, the basic structural unit is the haversian system arranged longitudinally in columns of around 200 m in diameter (Figure 2). In these units, the bone tissue is arranged in layers called lamellae forming concentric cylinders around a central canal. The small central channel, called a haversian canal, contains blood vessels and nerve fibres. Between the lamellae there are small cavities, called lacunae, that contain osteocytes. Each osteocyte is linked to the haversian canal and other lacunae by minute channels, called canaliculi, along which nutrients are carried from the blood vessels. These canaliculi are about 0.2 m in diameter. Collagen fibres interconnect the layers of lamellae within the haversian system. Each haversian system is surrounded by a cement-like ground substance, calcified mucopolysaccharide, from which collagen seems to be absent. This is the weakest part of the bone’s microstructure, probably due to the absence of collagen fibres. HAVERSIAN SYSTEM LAMELLAE HAVERSIAN CANAL LACUNAE CANALICULI haversian canal haversian system (A) cancellous bone compact bone haversian canal lacuna containing a bone cell (B) lamellae canaliculi 200 m FIGURE 2. (A) A SECTION THROUGH THE SHAFT OF A LONG BONE (B) AN HAVERSIAN SYSTEM. In cancellous bone, the basic structural unit is the trabecula. Trabeculae are arranged in a latticework of branching sheets and columns (Figure 3A). Trabeculae are similar in structure to haversian systems consisting of layers of lamellae with lacunae containing osteocytes connected by canaliculi. The main difference is that trabeculae do not Unit 1 - Bone 2 TRABECULAE contain haversian canals (compare Figure 2B with Figure 3B). Haversian canals are not needed in cancellous bone as blood vessels pass though the marrow filled spaces between the latticework of trabeculae, supplying nutrients to the osteocytes through the canaliculi. The latticework structure of cancellous bone allows it to vary greatly from site to site according to the mechanical requirements. As a consequence of this the density of cancellous bone may vary from as little as 0.1 g cm-3 to as much as 1.0 g cm-3. However, even at its most dense, the density of cancellous bone does not approach the density of compact bone which is typically around 1.8 g cm-3. It is also interesting to note that cancellous bone with a density of 0.2 g cm-3 has a porosity of around 90%, i.e. it is mainly space! spaces containing marrow and blood vessels (A) trabeculae canaliculi lamellae (B) lacuna containing bone cell FIGURE 3. (A) TRABECULAR STRUCTURE OF CANCELLOUS BONE (B) SECTION THROUGH A TRABECULA. The overall structure of both compact and cancellous bone is non-uniform - they both differ along different directions and planes. As a consequence of this their mechanical properties vary accordingly (see Section 2.4). Bone tissue is therefore often described as being anisotropic. An anisotropic material being one that does not exhibit uniform mechanical properties in all directions. Conversely a material which does exhibit uniform behaviour is said to be isotropic. ANISOTROPIC SAQ 2 - Which type of bone tissue contains haversian canals and why are they needed? 2. BASIC MECHANICAL PROPERTIES The behaviour of a material, such as compact bone, can be described and to some extent predicted using its mechanical properties. The mechanical properties describe the way the material reacts when it is loaded. The simplest way in which a material can be loaded is in tension or in compression: In tension the load is acting to stretch the material like in a rope. TENSION Unit 1 - Bone 3 In compression the load is acting to compress the material like in the supporting column of a building. COMPRESSION Two examples of the tensile and compressive loadings that can occur in bones are shown in Figure 4. The radius and ulna are both put under a tensile load when an object is lifted as shown in Figure 4A and the vertebrae are under a compressive load due to the upper body weight as shown in Figure 4B. F (B) (A) F F F tensile load compressive load FIGURE 4. (A) TENSILE LOAD ON THE RADIUS AND ULNA (B) COMPRESSIVE LOAD ON THE VERTEBRAE. To help describe the behaviour of a material under tensile and compressive loads two parameters, called stress and strain, are used. 2.1 Stress Stress is defined as the force per cross-sectional area. STRESS Stress is a measure of the concentration of the load being supported by a material. As the magnitude of the load increases so does the stress in the material supporting the load. For example, if the load on a supporting column is doubled then the stress will also be doubled. If the area over which a load is distributed is increased then the stress will decrease. For example, if the cross-sectional area of a supporting column is doubled then the stress in the column will be halved. The definition of stress can be expressed in the form of an equation as: Stress = Force Area Stress has the SI units newtons per metre squared (N m-2). Remember that the unit for force is the newton (N) and the unit for length is the metre (m). 2.2 Strain Strain is defined as the change in length divided by the original length. STRAIN Unit 1 - Bone 4 Strain is a measure of the amount of deformation a material has undergone. It is the ratio of the change in length of the material to the original length of the material. Thus, the larger the deformation the larger the strain. For example, if the length of a rubber band is doubled, the change in length of the rubber band is equal to its original length and therefore the strain is equal to one. The definition of strain can be expressed in the form of an equation as: Strain = change in length original length Strain has no units, since it is a ratio of two lengths. Worked Example A specimen of human cortical bone is subjected to a tensile load of 360 N (Figure 5). The specimen is found to stretch by 0.05 mm. Given that the specimen had an original length of 10.0 mm and a cross-sectional area of 4 mm2, calculate the stress and strain in the bone. F = 360 N 2 mm 2 mm 10 mm 10.05 mm F = 360 N FIGURE 5. CORTICAL BONE SPECIMEN. The cross-sectional area of the specimen is expressed in millimetres and not metres. There are 1000 mm in 1 m, thus to convert the area from mm 2 into m2 we need to divide by 1000 × 1000: Area = 4 = 4 × 10-6 m2 1000 1000 The definition of stress can be expressed in the form of an equation as: Stress = Force Area Unit 1 - Bone 5 Thus substituting in the values for the applied force and cross-sectional area: Stress = Force 360 = 90 MN m-2 Area 4 106 The definition of strain can be expressed in the form of an equation as: Strain = change in length original length Thus substituting in the values for the change in length and the original length: Strain = change in length 005 = 0.005 original length 100 The stress in the cortical bone sample is 90 MN m-2 and the strain is 0.005. SAQ 3 (a) What happens to a material under a tensile load? (b) What is the definition of strain? (c) What are the SI units of stress? 2.3 Stress-strain Curves As you may already suspect, stress and strain are not independent. If a force is applied to a material then there will be a resulting deformation. The relationship between stress and strain is not always a simple one but for many materials we can make some simplifications. A useful tool in conveying the mechanical properties and behaviour of a material is a stress-strain curve. It consists of a graph of stress plotted against strain, showing how the material deforms as it is loaded. Different materials exhibit different stress-strain relationships according to their characteristic behaviour. Stress-strain curves therefore also provide a useful way of comparing different materials to see which is relatively more or less stiff, tough, ductile and/or brittle. Although some materials may predominantly exhibit one of these behaviours, they will all exhibit all of these behaviours to a certain degree depending upon the magnitude of the load to which they are subjected. STRESS-STRAIN CURVE A typical stress-strain curve for cortical bone is shown in Figure 6. You will notice that the stress increases with increasing strain - as the bone is increasingly deformed it becomes increasingly harder to deform it further. The stress-strain curve is divided into two regions: the elastic region and the plastic region. The division between the two regions is marked by the yield point A. The amount of strain at the yield point is called the yield strain and the amount of stress is called the yield stress. In the elastic region, the curve is linear - the stress is directly proportional to the strain. Thus if the strain is doubled in the elastic region the stress will also double. Provided that a bone specimen is not deformed beyond its yield point by a load then it will return to its original size and shape once the load is removed. This is termed elastic behaviour. ELASTIC REGION In the plastic region, the curve is not linear. The bone yields to the applied load - for a small increase in stress the bone deforms by a large amount. When a bone specimen is deformed beyond its yield point, it will not completely recover its original size and shape when the load is removed - it is permanently deformed. This is termed plastic behaviour. PLASTIC REGION Unit 1 - Bone 6 At the point B on the curve the bone fractures. The strain at this point is called the ultimate strain and the stress is called the ultimate strength or ultimate stress. ULTIMATE STRENGTH stress B ultimate strength fracture A yield stress strain elastic region yield strain plastic region ultimate strain FIGURE 6. STRESS-STRAIN CURVE FOR CORTICAL BONE. 2.4 Young’s Modulus As you already know, the initial part of the stress-strain curve is linear - the stress and strain are directly proportional. This means the stress is equal to the strain multiplied by a constant: stress = strain × constant This constant is known as Young’s modulus. Rearranging the equation gives: Young’s modulus = stress strain Young’s modulus is the ratio of the stress to strain. It has the same SI units as stress, N m-2, since strain has no units. It describes how flexible or stiff a material is. A material with a small Young’s modulus requires only a small amount of stress to produce a large strain; i.e. it is flexible. For example, rubber has a Young’s modulus of approximately 0.01 GN m-2. A material with a large Young’s modulus requires a large amount of stress to produce a small strain; i.e. the material is stiff. For example, diamond has a Young’s modulus of approximately 1200 GN m-2. On a stress-strain curve a stiff material will have a larger gradient than a flexible material, since for the initial linear region the gradient is equal to the Young’s modulus. SAQ 4 (a) How many times greater is the Young’s modulus for diamond than that for rubber? (b) Calculate the Young’s modulus for the test sample in the Worked Example in Section 2.2. (c) Figure 7 shows the initial part of the stress-strain curves for several materials along with the corresponding Young’s modulus. How stiff or flexible is cortical bone compared to the other materials? Unit 1 - Bone 7 YOUNG’S MODULUS stress steel (210 GN m-2) aluminium (70 GN m-2) glass (50 GN m-2) cortical bone (17 GN m-2) wood (11 GN m-2) strain FIGURE 7. STRESS-STRAIN CURVES AND YOUNG'S MODULI FOR CORTICAL BONE, WOOD, GLASS, ALUMINIUM AND STEEL. As you already know bone tissue is anisotropic. This is particularly marked in compact bone and as a consequence of this its mechanical properties vary according to the direction in which it is loaded. This can be illustrated very nicely using stress-strain curves, as in Figure 8 which shows the curves for four test samples of cortical bone. Each test sample has been taken from the shaft of a long bone with a different orientation to the vertical aligned haversian systems and loaded under tension. The curves clearly demonstrate that compact bone is much weaker, having a lower Young’s modulus and ultimate strength, when loaded transversely (T), across the haversian systems, as compared to when it is loaded longitudinally (L), along the alignment of the haversian systems. test sample stress L 30° 60° T shaft of long bone strain FIGURE 8. TENSILE STRESS-STRAIN CURVE FOR CORTICAL BONE SAMPLES TAKEN FROM THE SHAFT OF A LONG BONE AT DIFFERENT ORIENTATIONS. 2.5 Typical Values All the parameters mentioned so far can be determined for bone tissue by testing samples of bone. Some typical values for these are given in Tables 1 and 2. It is however, important to remember that the actual values for any particular sample of bone tissue will be dependent on a number of factors. These will include: the age of the subject from which the sample was taken (see Section 7) the bone from which the sample was taken - each bone has to withstand different loading patterns and will adapt accordingly (see Section 5) Unit 1 - Bone 8 the site from which sample was taken - within a bone the loading stresses will vary from site to site and the bone tissue will adapt accordingly (see Section 5) the direction in which the bone is loaded - bone tissue is anisotropic (see Section 2.4) the density of the bone - this is particularly true for cancellous bone (see Section 1) the wetness of the sample - dry bone and wet bone have very different mechanical properties Compact bone Young’s Modulus (GPa) Ultimate strength (MPa) Tension 17 130 Compression 18 200 Tension 13 50 Compression 12 130 Loading direction Longitudinal Transverse Loading Mode TABLE 1. TYPICAL MECHANICAL PROPERTIES OF COMPACT BONE. Cancellous bone Compressive Compressive Young’s Modulus (MPa) Ultimate strength (MPa) 0.2 25 3 0.5 350 15 Density (g cm-3) TABLE 2. TYPICAL MECHANICAL PROPERTIES OF CANCELLOUS BONE. SAQ 5 (a) Why is cortical bone so weak when loaded transversely? (b) Is cortical bone more or less flexible in compression than cancellous bone? Justify your answer. 3. TYPES OF LOADING So far we have only considered how bones are loaded under compressive and tensile loads. However bones are subjected to many other types of loading (Figure 9). These include shear, bending and torsion which will be examined in the following sections. unloaded tension compression bending shear torsion FIGURE 9. TYPES OF LOADING. 3.1 Shear Loading In shear loading two forces acting in opposite directions tend to cause layers within the material to slip or shear. Two common examples of shearing that occur in orthopaedics Unit 1 - Bone 9 SHEAR LOADING are shown in Figure 10. The screw is being sheared by the fracture fixation plate and bone, and the bone cement is being sheared by the hip prosthesis and bone. femur fracture fixation plate hip prosthesis sheared surface shaft of long bone screw sheared surface (A) bone cement (B) FIGURE 10. (A) SHEARING OF A SCREW (B) SHEARING OF BONE CEMENT. Any shear loading will give rise to shear stress and shear strain (Figure 11). Shear stress (denoted by the character [tau]) is defined as being equal to the magnitude of the shearing force, F, divided by the sheared area, A: shear stress, = SHEAR STRESS shearing force F sheared area A Shear strain (denoted by the character phi]) is defined as the angle sheared: shear strain, = angle sheared The SI unit of shear stress is the same as that for axial stress, i.e. the newtons per metre squared (N m-2). The SI unit for shear strain is the radian (rad). force f A force FIGURE 11. A CUBE SUBJECT TO SHEARING STRESS. The shear modulus, also known as the modulus of rigidity, is equal to the gradient of a shear-stress/shear-strain curve up to a limiting stress and is defined as: modulus of rigidity = shear stress shear strain Unit 1 - Bone 10 SHEAR STRAIN The modulus of rigidity is measured in newtons per metre squared (N m-2) or pascals (Pa) and is usually represented by the character G. Human cortical bone is more flexible and weaker in shear than in tension or compression. The shear modulus is only around 3 G N m-2 and the maximum shear stress it can withstand (its ultimate shear strength) is only around 70 M N m-2 (compare these with those given in Section 2.5). To illustrate the relative strengths of cortical bone under different loadings, the bar chart in Figure 12 shows the strength for compression, tension and shear. 200 200 150 ultimate strength (MN m-2) 130 100 70 50 compression tension shear FIGURE 12. ULTIMATE STRENGTH OF CORTICAL BONE UNDER COMPRESSIVE, TENSILE AND SHEAR LOADINGS. Despite the relatively low strength of bone in shear, fractures caused by shearing alone are quite rare. One of these rare examples is an intra-articular shearing fracture of the femoral condyles shown in Figure 13. femur fracture patella tibia fibula FIGURE 13. INTRA-ARTICULAR SHEARING FRACTURE OF THE FEMORAL CONDYLES. SAQ 6 (a) What is the definition for shear modulus? (b) Is cortical bone stronger in shear or tension? Unit 1 - Bone 11 3.2 Bending Loading In bending loading, loads are applied to a structure that tend to cause the structure to bend. Bending can be achieved in number of ways. Two common types of bending are cantilever and three point bending. In cantilever bending one end of the object is fixed and a load is applied to the other end causing the object to bend. A diving board is an everyday example of this type of bending. In three point bending three forces are applied to the object (Figure 14A). A seesaw is an everyday example of three point bending. Force BENDING LOADING Force neutral axis tensile stress (A) compressive stress fracture site Force Force (B) (C) FIGURE 14. (A) NEUTRAL AXIS IN A SYMMETRICAL BEAM (B) BENDING OF THE FEMUR (C) FRACTURE OF THE FEMUR CAUSED BY BENDING. When a structure is bent, one side of it is elongated and the other is compressed. Between the two sides of the structure there is a neutral axis along which no deformation occurs. On one side of the neutral axis the material is elongated and on the other side the material is compressed. In a symmetrical structure, such as the beam shown in Figure 14A, the neutral axis is along the structure’s geometric centre. However, in non-symmetrical structures the path of the neutral axis can be quite complex. The shape of the femur causes it to be bent when it is loaded vertically, for example during standing, with the medial side being compressed and the lateral side elongated. In this case, the neutral axis in the bone shaft runs approximately along the centre of the femur, as shown in Figure 14B. When considering bending it is important to remember that bone is stronger under compression than under tension (see Figure 12). Therefore when a bone is subjected to a large bending load it will tend to fracture on the elongated surface of the bone which is under tension (Figure 14C). Also the bone tissue on the outer surface will be deformed most and therefore under most stress. The maximum bending stress that a bone can withstand, its bending strength, is dependent not only on the type and strength of the bone tissue, but also the bone’s cross-sectional area and its cross-sectional shape. As you would expect, the stronger the bone tissue and the larger the cross-sectional area, the stronger the bone is. The crosssectional shape is important because most of the load is carried by the bone tissue furthest from the neutral axis. As a consequence of this the bone tissue closer to the neutral axis carries very little load. It is therefore much more efficient to have the bone tissue distributed as far as possible from the neutral axis. You can easily test this yourself by bending a ruler holding it in the two ways shown in Figure 15. You can see that there is more ruler material further away from the neutral axis in Figure 15B which makes it more difficult to bend. Unit 1 - Bone 12 NEUTRAL AXIS (A) (B) cross sectional view (full size) FIGURE 15. BENDING A RULER IN THE HORIZONTAL PLANE. The second moment of area is used to quantify how a material, in this case bone tissue, is distributed. It is dependent upon the cross-sectional shape - the further the material is concentrated away from its neutral axis the larger its second moment of area. For example, Figure 16 shows the cross-section of four imaginary bone shafts. In each case the same amount of bone tissue has been used - the cross-sectional areas are equal. The second moment of area has been calculated twice - once for a bending in the horizontal plane and one for a bending in the vertical plane. For the first two cases, these values are different, but for the last two they are the same due to their symmetrical shape. The imaginary bone with the largest second moment of area for bending in a vertical plane, and therefore the largest bending strength, the I-shaped section bone, (B), has a similar cross-sectional shape to the standard steel joists used for holding up floors and ceilings in buildings. However, it is comparatively weak when bent in a horizontal plane. It is therefore of little use as a bone since bones are generally loaded in many directions. The bone with the hollow circular cross-section is therefore the best shape as it offers a high bending strength in all directions. Not surprisingly, this design is similar to that found in the shafts of all long bones which have a strong outer compact bone layer. (A) (B) 5.86 mm (C) (D) 30.0 mm 17.3 mm 15.0 mm 30.0 mm 26.0 mm 30.0 mm 3.00 mm IHORIZONTAL IVERTICAL 503 2640 2490 17300 13200 22500 2490 17300 FIGURE 16. THE CROSS-SECTIONS OF IMAGINARY BONE SHAFTS AND THEIR HORIZONTAL AND VERTICAL SECOND MOMENT OF AREAS. SAQ 7 - Check that the area of each of the cross-sections in Figure 16 are the same. Unit 1 - Bone 13 A typical example of a bending fracture is the so called ‘boot top’ fracture sustained by skiers. The boot top fracture is a result of three point bending. As the skier falls forward over the top of the ski boot a force is exerted on the proximal end of the tibia. As the distal end of the tibia is fixed in the boot, the tibia is bent over the top of the rigid ski boot as shown in Figure 17. If the bending load is large enough, the tibia will fracture. Hence development of quick release ski bindings! Force Force Force FIGURE 17. BENDING OF THE TIBIA IN A SKI BOOT. SAQ 8 (a) Name two types of bending. (b) What is the neutral axis? (c) On which surface will a fracture most likely occur when an excessive bending load is applied to a long bone? 3.3 Torsional Loading Torsional loads occur when a bone is twisted about its longitudinal axis. Torsional loads often occur when one end of the bone is fixed and the other end is twisted. If the torsional load is excessive then torsional fractures can result which have a characteristic spiral appearance as shown in Figure 18A. Torsional fractures of the tibia are quite common in many sports such as football, rugby and skiing, occurring when the foot is held in a fixed position and the rest of the body is twisted. neutral axis no distortion (A) (B) most distortion FIGURE 18. (A) SPIRAL FRACTURE OF THE TIBIA CAUSED BY A TORSIONAL LOAD (B) TWISTING OF A SOLID BAR. Unit 1 - Bone 14 TORSIONAL LOADS When a structure is subjected to a torsional load the stress and strain within the structure are not evenly distributed. If you examine the diagram in Figure 18B you will see that the centre of solid bar is not distorted by the applied torsional load - there is a neutral axis extending through the centre of the bar - and the outer surface of the bar is the most distorted. In fact the stress and strain are greatest on the outer surface of the bar - just like during bending. The material which forms the core of the bar is carrying only a small proportion of the torsional load whilst the outer portion of the bar is carrying the vast majority of the torsional load. This means that if the torsional load on the bar is increased, the resulting fracture will start at the outer surface where the stress and strain are the greatest. Long bones are designed to resist torsional loads efficiently - they are hollow with strong cortical bone forming the outer layer. This is the most efficient way of distributing the bone tissue to resist torsional loads. If the same quantity of bone tissue were used to construct a completely solid bone rather than a hollow one the bone would be smaller in diameter and would be less able to resist torsional loads, i.e. it would break easily. If the bone was the same size but completely solid then the weight of the bone would increase dramatically with only a small increase in its capacity to resist torsional loads. The hollow structure of bones maximises their strength-to-weight ratio (Figure 19). The frames of mountain bikes are also constructed from large hollow bars to maximise the strength-to-weight ratio. strength weight strength-to-weight ratio (A) (B) (C) FIGURE 19. COMPARISON OF STRENGTH-TO-WEIGHT RATIOS IN THREE DIFFERENT BARS. THE SOLID BAR (B) HAS THE SAME OUTSIDE DIAMETER AS THE HOLLOW BAR (A) GIVING IT A GREATER STRENGTH AND LARGER MASS BUT OVERALL A LOWER STRENGTH-TO-WEIGHT RATIO. THE SOLID BAR (C) HAS THE SAME MASS AS BAR (A) GIVING IT A LOWER STRENGTH AND THUS A LOWER STRENGTH-TO-WEIGHT RATIO. Fractures of the tibia are often caused by torsional loads. Most of these fractures are found to occur distally. The reason for this is quite simple - the distal cross-sectional area of the tibia is smaller than the proximal cross-sectional area and although the amount of bone tissue is the same, the distal part is less able to resist torsional loads and therefore is most liable to fracture (Figure 20). Unit 1 - Bone 15 STRENGTH-TO-WEIGHT RATIO neutral axis proximal tibia site of torsional fracture distal FIGURE 20. DISTAL TORSIONAL FRACTURE SITE OF THE TIBIA. SAQ 9 - When considering torsional loads, do hollow or solid bars have the best strength-to-weight ratio? 3.4 Combined Loading In reality, bones are rarely subjected to only one type of loading; they are usually subjected to a combination of two or more types of loading. The presence of more than one type of loading is known as combined loading. Combined loadings result from irregular geometry of bones, and the combined actions of gravitational forces, muscle forces and ligament forces. For example, the irregular geometry of the femur means that when a compressive load is applied to the head of the femur a combined loading results, consisting of compressive and bending loadings. For example, examine the loading of the femur in Figure 14B. The two forces applied to the femur produce both bending and compression. It is important to note that fractures usually result from combined loadings. Rarely can a fracture be attributed to one type of loading. SAQ 10 (a) Name five types of loadings. (b) What is combined loading? 4. INFLUENCE OF MUSCLE ACTIVITY So far the way we have considered bones to be loaded has been quite unrealistic. You will know from your knowledge of anatomy that the tendons of muscles are attached to bones at many different points and that muscles contract to produce movements. When a muscle contracts it will also load the bone in addition to any external loadings such as those acting at the joints. The load applied by the muscle alters the distribution of stress within the bone. Muscles will often contract, not to cause movement, but to alter the stress distribution within a bone. If a muscle contracts, producing a compressive load on a bone, it can eliminate any tensile loading and produce an overall compressive loading on the bone. Thus, since bones are stronger in compression than in tension the likelihood of a fracture will be reduced. Unit 1 - Bone 16 COMBINED LOADING Consider when three point bending is applied to the tibia as shown in Figure 21. One side of the tibia is in compression and the other is in tension. Now if the soleus muscle contracts it will produce a compressive load on the tibia by pulling downwards on the proximal end of the tibia. This compressive load is superimposed on the bending load. The overall effect is to reduce or completely eliminate the tensile load and produce an overall compression load throughout the cross-section of the tibia. This will result in a higher compressive stress on the anterior surface of the tibia. However, as the bone is stronger in compression, a fracture is less likely. soleus compression tension compression FIGURE 21. INFLUENCE OF THE CONTRACTION OF THE SOLEUS MUSCLE. There are many other examples of muscle activity beneficially altering the stress distribution in the bones. An important case occurs during reciprocal gait. The loading on the hip joint during the stance phase produces a tensile stress on the superior aspect and a compressive stress on the inferior aspect of the femoral neck (Figure 22A). However, the contraction of the gluteus medius muscle, which lies superior to the femoral neck, produces a compressive stress that effectively neutralises the tensile stress (Figure 22B). The overall result of the muscle action is that there is no tensile stress in the femoral neck which allows the femoral neck to withstand much higher loads than would otherwise be possible. F gluteus medius muscle F tensile stress F compressive stress (A) (B) FIGURE 22. (A) STRESSES IN THE FEMORAL NECK DURING STANCE PHASE OF GAIT (B) THE CONTRACTION OF THE GLUTEUS MEDIUS MUSCLE PRODUCES A COMPRESSIVE FORCE WHICH REDUCES THE TENSILE STRESS ON THE INFERIOR ASPECT OF THE FEMORAL NECK. Unit 1 - Bone 17 Tired athletes are more likely to fracture a bone than when they are fresh because their muscles are fatigued and they are therefore less able to control the distribution of stress within their bones. SAQ 11 - Why is it sometimes desirable for muscles to contract even when it is not to produce movement? 5. REMODELLING Bone is not a dead inorganic material. It is served by a rich blood supply and has the ability to repair itself and also to remodel itself; altering its size, shape and structure in response to changes in the mechanical demands placed on it. Compact and cancellous bone tissue is continually gained or lost in response to the amount of stress placed on the bone. This phenomenon is expressed in Wolff’s law: WOLFF’S LAW Bone is laid down where needed and resorbed where not needed. There are a number of different circumstances that result in remodelling. During physical exercise, such as jogging, the bones are subjected to increased levels of stress. The bones respond to this increase by laying down more collagen fibres and mineral salts to strengthen the bones. Conversely, inactivity and lack of exercise leads to the resorption of bone tissue. This is called bone atrophy. This can particularly be a problem for patients who are bedridden or wheelchair bound for long periods - once they begin to reuse their legs they are liable to fracture their lower limb bones quite easily. In orthopaedics, bone remodelling can cause problems. In fracture fixation, a plate is fixed to the broken bone to immobilise it during healing. During fracture healing the plate will carry most of the load on the limb. If the plate is not removed soon after the fracture has healed then the bone will weaken as unstressed bone tissue is resorbed. This is because the plate is carrying most of the load rather than the bone itself. This is termed stress shielding. At the points in the bone where the screws are inserted the opposite will happen. The bone will strengthen as the bone tissue at these sites will be carrying a greater load than normally. The increase in bone tissue is called bone hypertrophy. fixation plate bone hypertrophy bone atrophy FIGURE 23. REDISTRIBUTION OF BONE TISSUE UNDER A FRACTURE FIXATION PLATE. Unit 1 - Bone 18 BONE ATROPHY STRESS SHIELDING BONE HYPERTROPHY SAQ 12 (a) Can you think of any problems astronauts may suffer from if they spend long periods in the weightless environment of outer space? (b) What is the difference between bone hypertrophy and bone atrophy? The importance of bone remodelling in sport was highlighted in a study of professional tennis players (Jones et al., 1977, Humeral hypertrophy in response to exercise, J. Bone Joint Surg. [Am.] 59:204-208). In the study, the inner and outer humeral diameters were measured (from radiographs) in both the players’ playing and non-playing arms. The average results are summarised in Table 3. Males Females Playing Non-playing Playing Non-playing Average inner diameter (cm) 0.98 1.10 0.87 0.96 Average outer diameter (cm) 2.45 2.20 2.07 1.90 Thickness (cm) 0.74 0.55 0.60 0.47 TABLE 3. There is both an increase in the outer diameter and a decrease in the inner diameter for the playing as compared to the non-playing humerus (Figure 24). These two factors result overall in a much increased thickness of the cortex. In men, for example, the thickness was increased by 34%. These results show that there is a highly significant amount of humeral hypertrophy as a consequence of the chronic stimulus of professional tennis playing. non-playing playing 2.20 2.45 1.10 0.98 0.96 0.87 1.90 2.07 FIGURE 24. AVERAGE HUMERAL CROSS-SECTIONS FOR NON-PLAYING AND PLAYING ARMS OF MALE AND FEMALE PROFESSIONAL TENNIS PLAYERS. Unit 1 - Bone 19 What is the structural consequence of the humeral hypertrophy? As you already know the bending strength is dependent on the cross-sectional area and the second moment of area (see Section 3.2). Assuming that the diameter is uniform these can be calculated as: A = (rOU2 - rIN2) where A is the cross-sectional area rIN is the inner radius, and rOU is the outer radius. For example, for the male playing humerus: 245 2 098 2 2 A = (rOU2 - rIN2) = 3.14 × = 3.96 cm 2 2 The second moment of area (I) of a hollow bar can be calculated using the formula: I= (rOU4 - rIN4) 4 For example, for the male playing humerus: 314 245 098 (rOU4 - rIN4) = 2 4 4 2 4 I= 4 = 1.72 cm4 Similarly the values for the other cases can be calculated (Table 4). These values demonstrate that due to bone remodelling the bending strength of the playing humerus is much larger than the non-playing. Consequently, for any specific loading, the stresses in the playing humerus will be much less than the stresses in the non-playing humerus as it contains more bone tissue which is also better distributed to carry bending loads. Males 2 Cross-sectional area (cm ) 4 Second moment of area (cm ) Females Playing Non-playing Playing Non-playing 3.96 2.85 2.77 2.11 1.72 1.08 0.87 0.59 TABLE 4. Note: In Britain and Europe the property of a structural cross section that quantifies its resistance to bending is called 2nd moment of area - units mm4. Rather confusingly American text books call this area moment of inertia, or sometimes just moment of inertia. The quantity we use to describe a body’s resistance to changes in angular motion (moment of inertia) the Americans call the mass moment of inertia. SAQ 13 (a) What is the percentage increase in the thickness of humeral cortex in the female tennis players? (b) Check that the cross-sectional area and second moment of area values given in Table 4 are correct. Unit 1 - Bone 20 6. FATIGUE FRACTURES Bone fractures can either be caused by a single large load that exceeds the ultimate strength of the bone or by a smaller load that is applied repeatedly. A fracture resulting from the repeated application of a load that is smaller than the ultimate strength of the bone is called a fatigue fracture. Fatigue fractures are also commonly known as stress fractures and march fractures. The latter name derives from the fatigue fracture of the second metatarsal which is often suffered by young army recruits after long marches (Figure 25). fatigue fracture FIGURE 25. FATIGUE FRACTURE OF THE SECOND METATARSAL. If a graph is plotted of the applied load against the number of repetitions required for that load to cause a fatigue fracture, then it will look something like the graph shown in Figure 26. The graph illustrates that if the load is small, A, then a great number of repetitions is required to cause a fatigue fracture, and if the load is large, B, then very few repetitions are required to cause a fatigue fracture. B injury occurs above the line magnitude of applied load safe region A number of repetitions FIGURE 26. FATIGUE INJURY CURVE. As you have already discovered in the previous subsection, bone has the ability to remodel itself to match the required load. Because of this ability, the frequency of repetition (the number of repetitions in a given time) is also important. If the repetitions are well spaced then the bone will have time to remodel itself and repair any damage. A fatigue fracture will therefore only result when the frequency of repetition is too fast for the remodelling process. For this reason fatigue fractures are usually only sustained during a continuous period of strenuous physical activity. For example, long-distance runners who train excessively can suffer from fatigue fractures of the metatarsals, the Unit 1 - Bone 21 FATIGUE FRACTURE tibia, the femoral neck and the pubis, and gymnasts can suffer from fatigue fractures of the vertebrae. Muscle fatigue is also an important contributory factor to fatigue fractures arising during sustained periods of activity. This is because during strenuous physical activity the muscles become fatigued as the activity proceeds and they become less able to neutralise the tensile stresses exerted on the bones. Also, with increased muscle fatigue there is a general loss of shock absorbing capacity and movements are often altered resulting in abnormal loadings. These effects, taken together, produce an increased likelihood of a fatigue fracture. SAQ 14 (a) What are the commonly used names for fatigue failure? (b) How is a fatigue fracture caused? 7. AGE-RELATED CHANGES Bone is actively changing throughout life. There is a constant process of bone formation and bone resorption. In young adults this process is balanced so that the total amount of bone tissue does not alter. In children, there is more bone tissue formation than resorption as they grow and develop. Children’s bones also differ from young adults’ bones in that they contain a greater proportion of collagen than adults’ bones. This greater proportion of collagen gives children’s bones greater flexibility. In other words, children’s bones are less brittle than adults. It is for this reason that greenstick fractures are more common in children than in adults. A greenstick fracture is an incomplete fracture whereby one side of the bone is bent and the other side is buckled (Figure 27). They are usually caused by excessive bending or torsional loads. buckling periosteum bone ruptured periosteum incomplete fracture FIGURE 27. A GREENSTICK FRACTURE. From the age of around 35 to 40 years, bone tissue begins to be lost as resorption exceeds formation. There is some thinning of the compact bone tissue and a larger reduction in the amount of cancellous bone tissue due to the thinning of the longitudinal trabeculae and the resorption of some transverse trabeculae (Figure 28). This process reduces the strength of the bone tissue. This reduction may be as much as 15% over the 60 years between ages 25 to 85 years. Unit 1 - Bone 22 GREENSTICK FRACTURES transverse trabecula transverse trabecula lost (A) (B) longitudinal trabecula thinning trabeculae FIGURE 28. CANCELLOUS BONE TISSUE (A) TOP PICTURE SHOWS THE LONGITUDINAL AND TRANSVERSE TRABECULAE IN A YOUNG ADULT (B) SHOWS THE THINNING OF TRABECULAE AND LOSS OF TRANSVERSE TRABECULAE IN AN ELDERLY ADULT. The reduction in the strength of bone tissue should mean that an elderly person is more likely to break their bones than a young adult when subjected to the same loading. Figure 29 shows typical stress-strain curves produced using complete bones of elderly and young adults. The first section of the curves are similar, however, the curve for elderly bone terminates at about half the strain of the young bone, illustrating the brittle nature of elderly bone. Nevertheless, there is only a slight reduction in the ultimate strength of the bones. The reason for this is that, not only are there changes in bone tissue with age, there are also changes in the overall structure of bones. stress elderly young adult strain FIGURE 29. STRESS-STRAIN CURVES FOR YOUNG ADULT AND ELDERLY ADULT BONE. The loss of strength of bone tissue in older adults is compensated for by changes in the shape of the bone with age. This change manifests itself as changes in the diameter of the inner and outer bone cortex. Typical values for the femur are given in Table 5 for males and females aged 25 and 85 years. The thickness of the cortical bone, its crosssectional area and second moment of area have also been calculated (in the same manner as in Section 5). Unit 1 - Bone 23 Males Females 25 years 85 years 25 years 85 years Average inner diameter (cm) 1.50 2.00 1.25 1.50 Average outer diameter (cm) 3.00 3.50 2.50 2.50 Thickness (cm) 0.75 0.75 0.62 0.50 1.32 1.62 0.91 0.79 0.23 0.41 0.11 0.10 Cross-sectional area (cm ) 2 Second moment of inertia (cm ) 4 TABLE 5. In males, both the outer and inner diameter of the cortex increases with age, however, overall there is no change in the thickness of the cortex. Consequently there is an increase in cross-sectional area and second moment of inertia with age. Thus, in males, the structural changes more than compensate for the loss of tissue strength, so that risk of fracture is generally decreased with age. However, in females the outer diameter remains fairly constant with age, whilst, the inner diameter increases, resulting in a reduction in cross-sectional area and second moment of area. Thus, in females, the structural changes do not compensate for the decreases in tissue strength, but in fact they contribute to an increased risk of fracture with age. SAQ 15 (a) How would you recognise a greenstick fracture? (b) Why are children prone to greenstick fractures but not adults? (c) How is cancellous bone tissue affected by ageing? (d) By what percentage does bone tissue strength decrease with age from 25 to 85? Unit 1 - Bone 24 SUMMARY In this unit you have been introduced to the tissue mechanics of bone. You have discovered that bones are subjected to a number of different types of loading including tensile, compressive, shearing, bending and torsional. However, these loadings are rarely applied in isolation. Instead a combination of different types of loadings are usually applied as a result of the structure of the bones and the action of muscles. You have seen that the action of muscles is important, as they can compensate for the comparative weakness of bone tissue in tension. The repetitiveness with which a load is applied and the age of the person are also important factors in determining whether or not a load will result in fracture. You have also discovered that although the quantity of bone tissue is important, the cross-sectional shape can be more important for bending and torsional loads. This is highlighted in the changes in bone structure with age, which in men compensates for the loss in strength of the bone tissue itself. Finally, it is important to remember that bone is very different from any inorganic structural material, not only in its microscopic structure, but also in that it can remodel itself and so adapt to changing loads. Unit 1 - Bone 25 SAQ ANSWERS SAQ 1 (a) Bone cells are called osteocytes. (b) The inorganic component, which consists mainly of crystals of calcium phosphate, gives bone its characteristic hardness and rigidity. SAQ 2 Compact bone tissue contains haversian canals. These contain blood vessels which are needed to supply the bone tissue with nutrients. SAQ 3 (a) When a material is under a tensile load it will elongate. (b) Strain is defined as the change in length divided by the original length. -2 (c) The SI units of stress are newtons per metre squared (N m ). SAQ 4 (a) The Young's modulus for diamond is 120,000 times greater than that of rubber (from 1200/0.01). (b) Using the definition for Young's modulus: Young's modulus = stress strain Inserting the values calculated in the Worked Example in Section 2.2: Young's modulus = 90 -2 = 18000 MNm 0005 = 18 GNm -2 -2 Thus, the Young's modulus for the cortical bone sample is 18 GNm . (c) Cortical bone is stiffer than wood (it has a larger Young's modulus than wood) but more flexible than glass, aluminium and steel (it has a smaller Young's modulus than all of these). SAQ 5 (a) The haversian systems are only weakly bound together by a cement-like ground substance (Section 1). This is the weakest part of cortical bone's microstructure so when it is loaded transversely, the haversian systems can be pulled apart comparatively weakly. (b) Cortical bone is less flexible in compression than cancellous bone as indicated by its larger Young's modulus. Unit 1 - Bone 26 SAQ 6 (a) Shear modulus is the ratio of shear stress to shear strain. (b) Cortical bone is stronger in tension than in shear. SAQ 7 Area of rectangular cross-section: A = depth × breadth = 30.0 × 5.86 = 175.8 = 176 mm 2 Area of I-shaped cross-section: AMIDDLE = depth × breadth = (30.0 - 6.00) × 3.00 = 72.0 mm AEND = depth × breadth = 17.3 × 3.00 = 51.9 mm 2 2 A = AMIDDLE + 2AEND = 72.0 + 2 × 51.9 = 178.8 = 175.8 = 176 mm 2 Area of solid circle: 2 150 2 2 A = r = 3.14 × = 176.625 = 176 mm 2 Area of hollow circle: 300 260 = 3.14 × 2 2 2 A = (r 2 OUTER -r 2 INNER) = 3.14 × (225 - 169) = 175.84 = 176 mm 2 2 2 All the cross-sections have the same area of 176 mm calculated to three significant figures. SAQ 8 (a) Three point bending and cantilever bending are two types of bending loading. (b) The neutral axis is the line through a structure along which no distortion occurs. (c) When a bar is subjected to a bending load a fracture will most likely occur at the outer surface. SAQ 9 When considering torsional loads, a hollow bar has a better strength-to-weight ratio than a solid bar. SAQ 10 (a) Five types of loading are: tensile, compressive, bending, shearing and torsional. (b) Combined loading is when more than one type of loading is present. Unit 1 - Bone 27 SAQ 11 It is sometimes desirable for muscles to contract even when it is not to produce movement as they can alter the distribution of stress in bones to reduce the amount of tensile stress and potentially prevent any damage to the bones. SAQ 12 (a) If astronauts spent long periods in the weightless environment of outer space then they may suffer from bone atrophy if they do not undertake exercises that will help to stress their bones. (b) Bone hypertrophy means an increase in bone tissue and bone atrophy means a decrease in bone tissue. SAQ 13 (a) Percentage increase = = change in thickness × 100% original thickness 060 047 047 × 100% = 28% (b) For example, for the female non-playing arm: 4 2 190 096 2 2 A = (rOU - rIN ) = 3.14 2 2 = 2.11 cm I = 2 4 4 314 190 098 4 4 (rOU - rIN ) = 2 4 4 2 4 = 0.59 cm . SAQ 14 (a) Fatigue fractures are also commonly known as stress fractures and march fractures. (b) A fatigue fracture is caused by a load being applied repeatedly over a short period of time. SAQ 15 (a) A greenstick fracture is characterised by an incomplete fracture with one side bent and the other buckled. (b) Children are prone to greenstick fractures because their bones contain a greater proportion of collagen than adult bones which gives their bones a greater amount of flexibility. (c) The amount of cancellous bone is reduced with ageing. (d) Bone tissue strength decreases by around 15% from age 25 to 85 years. Unit 1 - Bone 28 END OF UNIT EXERCISE 1. (a) What percentage of the dry weight of bone is made up of: (i) collagen (ii) inorganic components? What accounts for the rest of the dry weight? (b) What are the mechanical characteristics of collagen? 2. [6 marks] (a) Describe the structure of cancellous bone tissue. (b) How does the structure of cancellous bone tissue differ from cortical bone tissue? (c) How does the structure of cancellous bone tissue change with age? [10 marks] 3. (a) What do tensile and compressive loads do? (b) For stress and strain write down the following: (i) Definition (ii) Equation (iii) SI units. (c) If the compressive load on a bone is doubled, how will the stress and strain be affected? (d) What will happen to a bone when its ultimate strength is exceeded? [12 marks] 4. Compare and contrast the typical values for cortical and cancellous bone given in Tables 1 and 2. [6 marks] 5. (a) State Wolff's law. (b) Define the terms “bone atrophy” and “bone hypertrophy”. (c) Compare and contrast the differences between male and female tennis players using the data given in Tables 3 and 4. [10 marks] 6. Discuss the importance of the age-related changes to overall cortical bone structure. [6 marks] Total = 50 Unit 1 - Bone 29
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