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Ebacher2007 Dynamic Cimp Tract
Ebacher2007 Dynamic Cimp Tract
Ebacher2007 Dynamic Cimp Tract
www.elsevier.com/locate/bone
Abstract
Long bones often fail due to bending loads. Understanding the fracture process during bending is of great importance to the prevention and
treatment of bone fractures. In this study, we investigated the origin of long bone’s bending strength through the study of the dynamic strain
redistribution happening during the post-yield stage of deformation and its relation to microdamage at the microstructural level. This was
accomplished by comparing the behaviors of human long bones with standard cortical bone specimens in terms of strain redistribution, Poisson’s
ratios, microdamage morphologies, and macro-scale fracture patterns. It was found that human tibia failure in bending was very similar to that of
standard beam cortical bone specimens with respect to the four previous aspects. Also, the examination of bone’s Poisson’s ratio indicated very
different inelastic deformation mechanisms under tension and compression: bone volume expanded in tension but was nearly conserved in
compression. Finally, as a result of strain redistribution, bone’s bending strength mainly depended on its compressive strength, which was
significantly influenced by the osteonal “porous” microstructure of human bone as compared to its tensile behavior. Thus, we concluded that bone
microstructure at the Haversian system level plays an important role in bone deformation and fracture.
© 2006 Elsevier Inc. All rights reserved.
Keywords: Bending fracture; Cortical bone; Inelastic deformation; Microdamage; Poisson’s ratio; Strain redistribution
stress distributions across a bending beam at failure could be osteonal microstructure on microdamage development was
predicted based on force and moment balance theory and a also examined.
graphical method involving post-yield stresses. More recently,
Fondrk et al. [12] used a damage model based on the non- Materials and methods
linear tensile behavior of cortical bone to simulate cantilever
A total of 19 un-embalmed human cadaver long bones (15 tibiae, 4 femora)
bending and showed that the neutral axis shifted towards the were used in this study. They were obtained from the Department of Anatomy at
compressive surface following tensile yielding. All these the University of British of Columbia. The tibia specimens, 5 males and 5 females
studies emphasized the importance of post-yielding processes. (5 pairs plus 5 right), were used for the whole bone study. Age at death ranged
As Currey [13] concluded with his study on a wide variety of from 67 to 88 years. The femoral specimens, 3 males and 1 female selected based
on thickness of the cortex, were used for the cortical bone study. Age at death
bone types, post-yield deformations are one of the main factors
ranged from 69 to 77 years. All bones were visually examined for macroscopic
that determine the bending strength of compact bone. Hence, defects or pre-fracture and were stored at − 20 °C until testing. The study was
an exhaustive study on post-yield deformation and its dynamic approved by the Clinical Research Ethics Review Board at the University of
redistribution is essential to the understanding of bone fracture British Columbia.
process in bending. Such a study on human cortical bone is
still lacking. More importantly for the clinical field is the lack Mechanical tests
of such study on whole bones.
A uniaxial stress causes materials to deform not only in the For the whole bone study, the distal 25% of each tibia specimen was first
axial direction but also in the transverse directions. Thus, removed in order to be used as part of another investigation. The remaining
proximal 75% sections of the tibial shafts were fractured in four-point bending
transverse strains and Poisson’s ratios (ν = − εt/εl) should also be
under wet conditions using a servohydraulic testing machine (Instron 8874,
considered when studying the post-yielding process. Unfortu- 25 kN load cell) with a crosshead speed of 6.0 mm/min. The inner loading span,
nately, only a few papers reported Poisson’s ratio values for wet between the 50% and 66% sites from the distal end, was adjusted with respect to
bone [6,7,14–18] and most of these values were not in specimen length by changing the positions of the load application points. The
agreement with each other [6]. The early work of Ko [14] and outer support span was set consistently to be three times the length of the loading
span. Therefore, the removal of the distal 25% did not interfere with our
the recent work of Fondrk et al. [15], Pidaparti and Vogt [16], and
measurements and our goal of studying the strain redistribution. To ensure
Mercer et al. [17] on bovine and human cortical bone showed stability and alignment, the distal end was embedded in PMMA and a PMMA
that the tensile Poisson’s ratio would decrease with load or support was added at the proximal end. Prior to mechanical testing, rosette strain
fatigue cycle, indicating that, under tensile stress, bone inelastic gages (Omega KFG-2-120-D17-11L1M2S) were mounted at the center of the
deformation would not be volume conservative. Therefore, span (∼ 58% of the bone length from the distal end) on both the lateral and
medial surfaces, which would be subjected to compression and tension,
human cortical bone compressive and tensile Poisson’s ratios
respectively (Fig. 1b). These surfaces were defined according to the orientation
and especially their changes during deformation would help us of the proximal condyle. The strain gage application procedure followed
to better understand bone deformation process leading to standard guidelines (Vishay Intertechnology Inc., Malvern, USA). Briefly,
fracture. surface preparation consisted of cleaning with water, degreasing with diluted
Inelastic strains occurring in bone are mainly associated with isopropyl alcohol, lightly abrading with 400-grit silicon carbide paper, and
finally conditioning with M-Prep Conditioner A and neutralizing with M-Prep
microdamage [6,19–33]. It is well known that microdamage
Neutralizer 5A. Then, the strain gages were aligned and bonded to the surface
morphologies in tension and compression are totally different using M-Bond 200 Adhesive combined with M-Bond 200 Catalyst and coated
[20,21,25,29]. Compressive microcracks are relatively straight with a thin layer of coating (M-Coat) to protect them from moisture. Data were
and long [20,25,26,29,31], and oriented at approximately 30– collected using a data acquisition system managed by LabVIEW software
40° from the bone’s long axis [6,9,19,20,34] forming a typical (National Instruments; Austin, USA). From these measurements, principal
strains, strain rates, longitudinal strain ratios (longitudinal strain on the tensile
cross-hatched pattern. Tensile microdamage is of a diffuse nature
surface over that on the compressive surface, −εT/εC), transverse strain ratios, as
and consists of smaller microcracks (≈ 2–10 μm) forming flame- well as Poisson’s ratios (ν = − εt/εl) were calculated. Since the cross-sections of
like arrays [22,24,25,29,31,33] oriented normally to the tensile tibia specimens were not standard and the surfaces were not flat, the absolute
stress [23,24,27]. Crack initiation has been linked to the values of the strain ratios and the Poisson’s ratios would vary from bone to bone.
presence of Haversian canals [9,21,29] and even osteocyte Hence, for comparison purposes, the ratios were normalized with respect to their
individual value at 10% of the fracture load.
lacunae [32]. However, the contributions of other structural
For the cortical bone study, 10 cortical bone specimens were cut
features and variables, such as bone lamellae, geometry of longitudinally from the mid-diaphysis of the four femora using a low-speed
Haversian systems, and degree of mineralization have been far diamond saw (Isomet 1000, Buehler) under constant water irrigation. Two to four
less studied [35]. It is also not clear how the micro-scale cracks samples, with final dimensions of 35 mm × 4 mm × 3 mm, were obtained from
are developed into a macro-scale fracture pattern such as the each femur. They were first manually ground into rectangular beams and then
mechanically polished down to 1.0 μm using diamond suspension. The upper and
well-known “butterfly” fracture pattern commonly found in long
lower surfaces (4 mm sides) were sectioned to be roughly parallel to the radial
bone fractures [21]. direction of the femoral cortex to minimize structural variations across the beam
The purpose of this study was to investigate the deforma- thickness (3 mm sides) and allow a better comparison between the compressive
tion and fracture process of human bones in bending through and tensile behaviors when subjected to bending. The specimens were placed in a
the study of strain redistribution and its relation to micro- phosphate-buffered solution (0.05 PBS, pH 7.2) until rosette strain gages (Omega
KFG-1-120-D17-11L1M2S) were applied to the center of the upper and lower
damage at the microstructural level. We compared the fracture
surfaces, corresponding to compressive and tensile surfaces. Four-point bending
of whole bone with cortical bone specimens in terms of strain tests were conducted under wet conditions using a servohydraulic testing
redistribution, Poisson’s ratios, microdamage morphologies, machine (Instron Dynamight, 1 kN load cell). A crosshead speed of 0.5 mm/min
and macro-scale fracture patterns. The role of human bone was chosen so that the strain rate on the specimen surface would be close to that
V. Ebacher et al. / Bone 40 (2007) 1265–1275 1267
surfaces parallel to the original upper and lower surfaces of the tibia specimens,
of all the prepared specimens were ultimately examined under an optical
microscope (Nikon Eclipse E600) using both the white light and the epi-
fluorescence light (with excitation at approximately 490 nm and emission at
approximately 525 nm). Microdamage introduced during the bending tests
would be stained by the fluorescein dye and appear bright green under the
fluorescence microscope. The dye also stained some elements of the bone
microstructure such as osteocyte lacunae and Haversian systems. The angles
between the stained shear cracks and the bone’s long axis were measured on the
surfaces, assuming that the crack planes were perpendicular to the analyzed
surfaces.
As the gray levels obtained from backscattered electron (BSE) images are
sensitive to the average atomic number, this technique has often been used to
quantify bone mineral content [38–42]. Thus, to relate the occurrences of
microdamage with variations in degree of mineralization, selected specimens
were carbon coated by vacuum evaporation (JEE-4B Vacuum Evaporator,
JEOL — Japan Electron Optics Laboratory Co. Ltd., Tokyo, Japan) and further
examined under scanning electron microscope (Hitachi S-3000N, Hitachi Ltd.,
Tokyo, Japan) using the backscattered electron (BSE) detector.
Results
Strain measurements
Fig. 2. Longitudinal and transverse strain ratios for (a) cortical bone specimens, (b) whole bone specimens; tensile and compressive Poisson's ratios for (c) cortical
bone specimens, (d) whole bone specimens.
the same trends in both strain ratios and Poisson’s ratios were 100 MPa, which is followed by a very mild hardening and
observed in whole tibiae (Figs. 2b,d). then a slight softening up to an ultimate strain of approximately
The stress–strain curves for five cortical bone specimens 1.0% to 1.5%. The compressive curves are more scattered and
(Fig. 3) show very similar tensile and compressive moduli the strength values are higher than the tensile ones, in the range
(23 ± 3 GPa and 23 ± 2 GPa, respectively). The tensile curves are of 150–200 MPa. The compressive yield point is also higher
close to each other in both shape and stress level. The ultimate than the tensile yield but its ultimate strain is generally lower for
stress reaches ∼ 110 MPa. Yield generally occurs before an individual specimen. Note that, due to possible strain gage
debonding at later stage of the tests, it was not possible to
calculate the curves all the way to the final fracture so that a
complete description of the fracture process in bending could
not be obtained.
Typical curves of the longitudinal strain rates during the bone
deformation process are shown in Fig. 4. The strain rates in
tension and compression are first similar but then differ, the
tensile strain rate increasing at the expense of its compressive
counterpart. Later in the process, the tensile strain rate reaches a
maximum before dramatically decreasing prior to the final
fracture. Note that the increase of the tensile strain rate
corresponds approximately to the tensile yield point. Also, the
maximum tensile strain rate is reached prior to maximum load,
meaning that the loading capability of the bone is still
Fig. 3. Tensile and compressive stress–strain curves for five cortical bone increasing. This strain rate peak also suggests that the strains
would become localized away from the strain gage. Note finally
V. Ebacher et al. / Bone 40 (2007) 1265–1275 1269
Fig. 5. Side views of typical “butterfly” macro-scale fracture patterns: (a) Cortical bone specimen; (b) Whole tibia specimen; (c) pQCT (peripheral Quantitative
Computed Tomography) cross-section of tibia at the location of the strain gage (58%). White area shows geometry of bone cortex.
1270 V. Ebacher et al. / Bone 40 (2007) 1265–1275
microdamage (Fig. 6c) generally oriented transversely to the detectable. This clearly indicates different crack propagation
longitudinal tensile stress and running into and across the mechanisms.
surface. Although not necessarily continuous, both cross- Closer observation of the stained specimens under bright
hatching and diffuse microdamage seemed uniformly dis- field and epi-fluorescence modes revealed the important role of
tributed along the entire region subjected to the maximum bone ultrastructure in the process of fracture. Both tensile and
bending moment (inner loading span) of the standard beam compressive microdamage showed initiation at stress concen-
specimens. When following the fatal macro-scale cracks from trators such as Haversian canals (Fig. 6). However, tensile
the tensile side to the compressive side, diffuse microcracks microdamage could initiate in both osteonal and interstitial
were observed (Fig. 7) in the fracture process zone until just bone. In Fig. 8, diffuse microcracks are obviously developed in
before the tensile crack merges to the shear crack on the interstitial bone as they do not extend to the lamellae of
compressive side where the damage in the process zone is not neighboring osteons. According to the BSE image, the
Fig. 6. Microdamage morphologies under bright field (left) and epi-fluorescence (right) modes: (a) Compression surface showing cross-hatching microdamage far
away from the final fracture site; (b) Compression surface showing scale-type microdamage at the final fracture site; (c) Tensile surface showing diffuse microdamage
at the final fracture site. Principal stress along length of images.
V. Ebacher et al. / Bone 40 (2007) 1265–1275 1271
Fig. 7. Side view of tensile diffuse microdamage in the fracture process zone
Discussion
Fig. 9. (a) Compressive cross-hatching microdamage localized within an individual Haversian system (H) visualized under epi-fluorescence mode; (b) Corresponding
BSE image. Compressive stress along top/right–bottom/left axis of images. Arrows mark two of the shear cracks.
this, very little attention has been given to the understanding of was observed that microdamage was uniformly distributed over
this phenomenon. the stressed surfaces, it is safe to assume that, at least prior to the
In both the whole bone and the standard beam specimens, maximum tensile strain rate, the strain measurements would be
our results clearly show that, as bone is loaded to fracture, the representative of the deformation process and therefore, that the
inelastic tensile strains become progressively higher than the strain rates (Fig. 4) would give very good insight on the rate of
compressive ones (Figs. 1 and 2). This strongly confirms that microdamage accumulation prior to the final failure. Our results
strain redistribution takes place in human cortical bone suggest that, in contrast to compressive microdamage, tensile
subjected to bending. These results not only strengthen the microdamage would start to develop early in the fracture
analyses by previous researchers [10–12] but add the fact that process and would accumulate increasingly rapidly as a result of
the tendencies are also observed in whole human tibia the shift of the neutral axis. This is consistent with the study by
specimens. This implies that the basic response to bending Diab and Vashishth [48] who found that diffuse microdamage
loads and the deformation process taking place prior to final on the surface of bovine cortical beams subjected to fatigue
failure are essentially the same even though whole bone reached an early saturated state as compared to compressive
architecture may affect the magnitude of the response. There- microdamage. Reilly and Currey [29] also reported that in
fore, bone fracture at the material level plays a fundamental role equine cortical bone, tensile microdamage appeared at very low
to the structural failure. strains prior to compressive microcracks and increased in
Assuming a linear strain distribution across the beam density with strain but only coalescing into longer microcracks
thickness, it was possible to calculate the tensile and at very high strains. Nonetheless, our results add the fact that
compressive stress–strain curves from a bending test these trends were also observed in whole bone specimens,
[17,36,44,46,47]. The ensuing curves (Fig. 3) reveal tendencies implying the presence of the same damage accumulation
that agree relatively well with the literature [5–9] and that process.
evidently support the strain redistribution occurring during
bending as tensile yielding happens prior to compressive Poisson’s ratio
yielding. The possibility of strain gage debonding at later stage
of the tests may be one reason why the compressive strengths Poisson’s ratio is an important parameter to the study of bone
are somewhat lower than reported in the literature [9], although deformation process. In spite of this, reports on human cortical
Reilly and Burstein [6] reported values of 131 to 159 GPa. The bone’s compressive and tensile Poisson’s ratios remain very
elastic moduli are also relatively high as compared to the values limited. Our results showed very similar values for tensile and
of 17.7 ± 3.6 GPa given in Reilly and Burstein [7]. One possible compressive Poisson’s ratios of human cortical bone in the
explanation could be the stiffening effect of the strain gages and elastic regime: 0.35 ± 0.03 and 0.34 ± 0.01, respectively. How-
their mounting medium due to an increased beam thickness. ever, opposite trends were found when considering the inelastic
However, this error was estimated to be approximately 1 GPa. stage: decreasing tensile Poisson’s ratio and increasing com-
What can be learned from these curves is that the tensile pressive Poisson’s ratio. Indeed, early measurements of tensile
behavior seems relatively constant in shape and level from one Poisson’s ratio of cortical bone by Ko [14] showed values
specimen to another as compared to the more scattered decreasing from 0.8 to 0.45 as load increased, although the
compressive behavior. This suggests that, as opposed to absolute values were not reliable due to experimental inaccura-
compressive microdamage, the development of tensile micro- cies (a value of 0.8 being thermodynamically impossible based
damage would not be very sensitive to variations in bone’s on the theory of isotropic elasticity [49]). Fondrk et al. [15]
microstructural features (e.g. porosity and Haversian systems) examined the trend of the volumetric strains under rapid tensile
occurring from one specimen to another. Additionally, since it loading of human and bovine cortical bone and found an average
V. Ebacher et al. / Bone 40 (2007) 1265–1275 1273
Poisson’s ratio value of 0.352 ± 0.021, which is comparable to [21,54–56] could also be involved in crack arresting even
our result. They concluded that bone’s volume was increasing though crack deflection at the cement line was not observed in
with load and associated the phenomenon with the development the current study. The susceptibility of Haversian systems to
of new internal surfaces. Pidaparti and Vogt [16] tested human microdamage may also be related to their low shear strength. It
cortical bone specimens in tensile fatigue and found a Poisson’s was reported that osteons with lower degree of mineralization
ratio of 0.28 which was decreasing with the loading cycles as a had lower shear strength [57]. Therefore, Haversian systems
result of damage accumulation. Mercer et al. [17] also concluded may have a lower shear strength than the more highly
that bovine bone dilates under tension because the transverse mineralized interstitial bone, and would be prone to early
strains were negligible but that the deformations are nearly shear cracking especially in the presence of stress concentration.
volume conservative under compression. Under the assumption It is not clear whether microdamage localization is associated
of transverse isotropy for human cortical bone [7–9,15], our with any specific collagen fibril organization existing inside the
results confirm these findings and show that whole bones also Haversian systems. Ascenzi and Bonucci [34] reported that the
deform according to the same deformation mechanisms. More compressive strength of osteon samples was lower in those
importantly, they emphasize the difference between the inelastic having marked longitudinal spiral course of collagen fiber
deformation mechanisms of human bone in tension and bundles in successive lamellae. Variations in mineral content
compression giving rise to different damage patterns. and collagen fiber orientation within lamellar sublayers may
also impede the development of microcracks as suggested by
Role of bone microstructure Gupta et al. [35] and contribute to the local cross-hatched
microcracks.
The ability of bone to develop microdamage in order to Our results therefore indicate that compressive cracking is
dissipate energy is the key to prevent its early failure. This not only more sensitive to the presence of Haversian canals than
ability will depend on the properties of the different elements of tensile cracking, but also depends on the mineralization, size,
its microstructure. Yet, at least for human bone, the under- geometry, and microstructure of the Haversian systems. The
standing of the influence of bone microstructure on the scattering in shape and levels of compressive stress–strain
development of microdamage has been very limited. It has curves (Fig. 3) also supports these observations. It can be
been shown that the stress concentration effect around concluded that, as a result of the strain redistribution process,
Haversian canals [9,21,29] and osteocyte lacunae [32] provided bone’s compressive behavior, which is more sensitive to
sites for microdamage initiation. From our observations, tensile variations in bone’s microstructural features (e.g. porosity and
microdamage could also initiate in the more highly mineralized Haversian systems), would be the major determinant of the
interstitial bone (Fig. 8). This could be explained based on the resistance to fracture in bending. Since cortical bone porosity
fact that yield strain decreases as mineral content increases [50]. increases with age [58–61], the cracking sensitivity to
In Fig. 8, both the osteonal bone and the interstitial bone would Haversian canals (i.e. porosity) found here in the senior
undergo the same strain because of continuity of strain, and the population may not directly apply to a younger population.
zone with higher degree of mineralization (i.e. the interstitial Nevertheless, the results are highly relevant to the senior
bone) would yield sooner through microcracking. Local population with the highest bone fracture risk. Bone micro-
variations of bone mineral content could therefore contribute structure at the Haversian system level plays an important role
to tensile microdamage initiation. We hypothesize that this in bone deformation and fracture. Further work is thus needed to
would make tensile microdamage less sensitive to the presence understand the origins of the compressive microcracks within
of Haversian canals than compressive microdamage, resulting the secondary osteons.
in more homogeneous damage as seen from a lower
magnification (Fig. 6c). Note that the tensile stress–strain Acknowledgments
curves (Fig. 3), showing little variations from one specimen to
another, also support this hypothesis. This study was funded by the Canadian Institutes of Health
In contrast, our observations of compressive surfaces Research and the Michael Smith Foundation for Health
showed a strong influence of local Haversian systems. The Research. R.W. is incumbent of the Canada Research Chair in
cross-hatched shear cracks were not only initiated at the Biomaterials. V.E. is grateful for the University Graduate
Haversian canals, they were also often confined within each Fellowship from UBC. We thank Dr. Peter Zioupos and Dr.
Haversian system (Fig. 9). To our knowledge, this crack John D. Currey for their valuable instructions on bone crack
localization within individual osteons has not been reported staining. We also thank Dr. Danmei Liu for discussions and
before. The underlying mechanism is probably related to the assistance in the experiments.
fact that the degree of mineralization, and hence the elastic
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