Akizuki 1986

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Journnl q f Orthopnedir Resecir(.

h
4~379-392, Raven Press, New York
0 1986 Orthopaedic Research Society

Tensile Properties of Human Knee Joint Cartilage:


I. Influence of Ionic Conditions, Weight Bearing, and
Fibrillation on the Tensile Modulus

Shaw Akizuki, *Van C. Mow, ?Francisco Muller, $Julio C. Pita, §David S . Howell, and
?Daniel H. Manicourt
Biomechanics Research Laboratory and *Department of Mechanical Engineering, Aeronairtical Engineering and
Mechanics, Rensselaer Polytechnic Institute, Troy, New York; and +Internal Medicine Department, $Department of
Medicine, and §Arthritis Division, University of Miami, Miami, Florida, U.S.A.

Summary: The flow-independent (intrinsic) tensile modulus of the extracel-


Mar matrix of human knee joint cartilage has been measured for normal, fi-
brillated, and osteoarthritic (removed from total knee joint replacements) car-
tilage. The modulus was determined in our isometric tensile apparatus and
measured at equilibrium. We found a linear equilibrium stress-strain behavior
up to -15% strain. The modulus was measured for tissues from the high and
low weight-bearing areas of the joint surfaces, the medial femoral condyle and
lateral patello femoral groove, and from different zones (surface, subsurface,
middle, and middle-deep) within the tissue. For all specimens, the intrinsic
tensile modulus was always less than 30 MPa. Tissues from low weight-bearing
areas (LWA) are stiffer than those from high weight-bearing areas (HWA). The
tensile modulus of the ECM correlates strongly with the collagen/proteoglycan
ratio; it is higher for LWA than for HWA. Osteoarthritic cartilage from total
knee replacement procedures has a tensile stiffness less than 2 MPa. Key
Words: Intrinsic tensile modulus-High and low weight bearing areas-
Normal, fibrillated, and osteoarthritic cartilage- Ion concentration effects-
Correlation with biochemical composition.

Articular cartilage exhibits both viscoelastic and (15,23,25,36,40,.50). Thus, to understand the influ-
biphasic responses under tension, compression, ence of composition and structure on the mechan-
and shear (18,31,32,Sl). Even under simple uniaxial ical behavior of normal and degenerating human ar-
tension, it exhibits mechanical behaviors that de- ticular cartilage, all these factors must be consid-
pend on strain rate, ionic conditions in the bathing ered and carefully controlled. In this investigation
fluid, biochemical composition, and the structural we assessed the influence of all these factors on the
organization of the dominant components of the equilibrium or intrinsic tensile modulus of normal,
tissue (collagen fibrils and proteoglycans) fibrillated, and osteoarthritic knee joint cartilage.
To explain the motivation for our experimental
protocol, a brief description of the structural organ-
Address correspondence and reprint requests to Dr. V. C .
Mow at Department of Orthopedic Surgery, Columbia-Presby- ization of the extracellular matrix (ECM) of artic-
terian Medical Center, 622 W. 168th St., PH5-129, New York, ular cartilage is required. The main components of
NY 10032, U.S.A. the ECM are collagen fibrils, proteoglycans, and
Dr. Akizuki’s present address is Department of Orthopaedic
Surgery, Shinshu University, Medical School, Matsumoto, water. The collagen fibrils are organized into a fine
Japan. meshwork of definite architecture, with interfi-

3 79
380 S. AKIZUKI ET AL.

brillar spaces filled with proteoglycans and water. to be related to joint loading (7,11,39,45). In gen-
It is generally believed that the elaborate structural eral, regions that are habitually highly loaded have
features of proteoglycan aggregates are essential more proteoglycan content than regions that are
for the organization of the ECM by promoting habitually lightly loaded, and regions that are habi-
physical, chemical, and mechanical interactions tually lightly loaded have more collagen content
and/or entanglement sites with the surrounding col- than regions that are habitually highly loaded. This
lagen network (17,34). Together, the collagen net- variation provides a convenient way to study the
work and the proteoglycans contained within the effect of natural variation of biochemical composi-
network form a cohesive fiber-reinforced com- tion on the tensile modulus of the ECM. In addi-
posite matrix with all the essential characteristics tion, layerwise variation of collagen ultrastructure,
of a porous-permeable solid material filled with composition, and structural anisotropies for this
water (32). This porous-permeable solid matrix pro- tissue a r e well known (5,12,33). Thus, tensile
vides the ability for the tissue to withstand the samples must be carefully controlled in terms of the
enormous stresses of joint articulation (1,9,10,20)in depth from within the tissue. In this investigation,
situ under conditions of large deformation (3). specimens were taken from four distinctively dif-
Each of the structural components of the ECM is ferent ultrastructural zones (surface, subsurface,
endowed with specific characteristics that provide middle, and middle-deep). All specimens were
the ECM with some outstanding mechanical prop- taken from an orientation, as close as practically
erties. Native collagen fibrils are strong in tension possible, “parallel” to the local split-line direction
(6,21,40,50), and proteoglycans are highly hydro- (23,4030). Where possible, tissues from fibrillated
phylic (41). In addition, proteoglycans exhibit an joint surfaces and some osteoarthritic surfaces
elastic behavior when compressed (16). In the were tested to assess the effect of these degenera-
ECM, negatively charged proteoglycans are con- tive processes.
fined to about 20% of their free-solution volume
(17). Thus, a large Donnan osmotic swelling pres- LOAD CARRIAGE IN CARTILAGE
sure is exerted by the trapped proteoglycans onto
the surrounding collagen network. This swelling Load carriage within articular cartilage is shared
pressure is balanced within the ECM by the tension between the interstitial fluid and the intrinsic mate-
developed in the constraining collagen network rial properties of the ECM. For example, during
(28). rapid compressions, the frictional drag associated
The internal equilibration of forces may be dis- with interstitial fluid flow may account for, de-
turbed chemically by changing the counter-ion con- pending on the rate of compression, more than 90%
centration in the external bathing solution. An in- of the compressive stiffness; the stiffness of the
crease of the Na+ concentration in the bathing so- ECM contributes to the remainder of the measured
lution will cause a decrease of the Donnan osmotic compressive stress (24). This is a consequence of
swelling pressure of the proteoglycans (27), thus the nonlinear biphasic behavior of the tissue (32).
decreasing the tensile stress acting in the collagen Thus, in order to determine the “intrinsic” flow-
network. Myers and co-workers (37) have shown independent properties of the ECM in compres-
that for isometrically stretched cartilage specimens, sion, equilibrium measurements must be made or
the measured change of tension associated with a measurements must be made under infinitesimal
change of ionic conditions in the bathing solution shearing conditions (18) to avoid a false high value
may be theoretically modeled and predicted. Thus, for the intrinsic moduli of the ECM resulting from
one objective of this investigation was to use this this flow-generated stiffening effect.
method to assess the modulation of the tensile stiff- The same situation applies for determining the
ness of the ECM of human knee joint cartilage by intrinsic tensile properties of the ECM. Constant
changing N a + concentration. strain-rate tensile experiments (23,40,50) yield ten-
sile stiffnesses that a r e not flow-independent
COMPOSITIONAL AND (25,26). For tensile specimens 1-2 cm long, an im-
STRUCTURAL HETEROGENEITIES posed displacement rate of 4-5 mm/min will cause
a significant flow-generated stiffening effect (25).
The composition of cartilage varies significantly For example, for human medial femoral condyle
over the joint surface (46). These variations appear cartilage surface zone, Kempson (22) determined a

J Orthop Res, Vol. 4 , N o. 4 , 1986


TENSILE MODULUS OF HUMAN KNEE CARTILAGE 381

tensile modulus ranging from 40 MPa (for a spec- TABLE 1. Characteristics of the human knee joint
imen obtained from a donor more than 85 years old) specimens
to 125 MPa (for a 20-year-old specimen) when the Joint no. Age Sex Side Condition Criteria
applied stress was 5 MPa. In similar constant
1 24 Male Left Whole Normal
strain-rate experiments on 2-year-old bovine carti- 2 31 Male Right Whole Normal
lage, both Woo and co-workers (50) and Roth and 3 35 Male Left Whole Normal
Mow (40) found tensile moduli to be less than 30 4 42 Male Right Whole Normal
5 51 Male Right Whole Fibrillated
MPa when the applied stress was 5 MPa. This dis- 6 60 Male Right Whole Fibrillated
crepancy may be due to differences in the composi- 7 65 Female Left TKR parts Osteoarthritic
tion and structure between bovine and human car- 8 68 Female Right TKR parts Osteoarthritic
9 74 Female Right TKR parts Osteoarthritic
tilage, ages of the specimens, and fibrillation, or it
could be due to the mechanical testing protocol. In TKR, total knee replacement.
this investigation, to avoid ambiguous interpreta-
tions and the possibility of the flow-generated stiff- of Miami. These joints were divided into two
ening effect, all tensile moduli of the ECM were groups: group 1-joints with visually normal carti-
measured at equilibrium. lage with no India staining over the surface (ages:
In addition, Woo and co-workers (51) showed 24, 32, 35, 42 years) and group 2-joints with par-
that similar cartilage specimens exhibit pronounced tial fibrillation of the cartilage surface visible to the
stress-relaxation effects in tension and that this be- naked eye and stained with India ink (age: 52 and
havior may be described by the quasi-linear visco- 60 years). In this group, India ink stain grades of
elastic theory proposed by Fung (14). Hence, it is two and three, according to the scheme developed
difficult to interpret correctly the results of con- by Emery and Meachim (13,29), were noted over
stant strain-rate tensile experiments where both the some aspects of the joint surface. However, most
flow-generated stiffening and stress-relaxation ef- of the specimen surfaces did not exhibit any India
fects are occurring simultaneously. Once again, ink uptake. Parts from three osteoarthritic joints
these difficulties may be circumvented if equilib- were obtained from total knee replacements (TKR)
rium measurements are made. (ages: 65, 68, and 74 years)2. In this study, we de-
Thus, in this investigation the intrinsic tensile fine group 1 specimens as normal, group 2 spec-
modulus of the ECM were determined at equilib- imens as fibrillated, and TKR specimens as OA.
rium. The variation of this property with the natu- Following the protocol established at the Tissue
rally occurring differences of tissue composition Bank and Surgical Research Laboratories, knees
and surface fibrillation were assessed. Specimens harvested from fresh cadavers were stripped of all
were categorized as being from high and low soft tissues and flash-frozen in liquid nitrogen. The
weight-bearing areas (HWA and LWA) and from specimens were then placed in heavy-duty plastic
different zones throughout the depth of the tissue bags, sealed, packed with dry ice, and shipped in
(surface, subsurface or transition, middle, and an insulated box by overnight delivery to Rensse-
middle-deep), and whether they were normal, fi- laer. All specimens were received frozen and were
brillated, or osteroarthritic (OA). These intrinsic placed immediately in a freezer and stored at
tensile moduli of the ECM were measured in deion- -20°C until ready for dissection. Parts from the
ized water and 0.15 M NaCl solution. TKRs were received from the operating room after
sufficient amounts were taken for ordinary patho-
logical examinations. They were placed in plastic
MATERIALS AND METHODS
bags, frozen, and sent; all specimens arrived frozen
Specimens and Tissues and were subsequently processed in the same
manner.
A total of nine knee joints were tested (Table 1).
Preparation of Tensile Specimens
Six knees were obtained from the Tissue Bank and
Surgical Research Laboratories' at the University In this study, cartilage from the distal femur was

I Courtesy of Dr. Theodore I. Malinin, Director, Tissue Bank These joints were obtained from Queen's University Hos-
and Surgical Research Laboratories, Department of Surgery, pital, courtesy of Dr. Derek T. V. Cooke, and Women's and
University of Miami. Brigham Hospital, courtesy of Dr. Clement B. Sledge.

J Orthop Res, Vol. 4 , N o , 4 , 1986


382 S . AKIZUKI ET AL.

used. Care was taken to harvest and categorize teoarthritic cartilage” (obtained adjacent to se-
specimens from what is generally regarded as the verely osteoarthritic lesions or regions with no car-
HWA and LWA regions over the femoral condyles tilage). In severely osteoarthritic TKR materials,
(9,10,43). The lateral patellofemoral groove (LPG) only LWA specimens were obtained because no
and the medial femoral condyle (MFC) sites were HWA cartilage existed. The number of specimens
chosen because their broad surfaces make it easy to in each anatomical category are indicated in Ta-
obtain tensile specimens (Fig. 1). ble 2.
Our methods and procedures for preparation of
tensile specimens have been reported (37,40), but Biochemical Analyses
to briefly summarize, rectangular osteochondral
blocks were cut from the LPG and MFC. These Initially, we prepared -100 mg of tissue for each
were then divided into several blocks, some from category of specimen for the complete set of bio-
the HWA region and others in the LWA region. The chemical assays. To obtain this amount of mass, the
exact locations of the HWA and LWA regions for remaining material in each slice and the immedi-
each joint, of course, are not known. Thus, the ately adjacent slices (above and below) were
HWA and LWA classifications should be regarded grouped together to yield the required mass. The
only as a qualitative guide. Cartilage was then re- mechanically tested strip was not included in the
moved from the subchondral bone at the tidemark -100 mg of tissue for biochemical assay. In fibril-
and subsequently sectioned using a freezing stage lated and osteoarthritic cartilage, some of the mate-
Leitz sledge microtome. The superficial 50 km of rials pooled in these samples necessarily included
the tissue was microtomed from each block of car- tissues from regions of frank fibrillation, which un-
tilage to yield a flat surface. Subsequently, seven to doubtedly must influence the biochemical results.
ten slices, -250 krn thick, were removed serially With all the samples, we measured hydroxyproline,
from each block (Fig. 2). In some blocks, due to the hexosamine, glucosamine, galactosamine, uronic
thinness of the tissue o r fibrillation, specimens acid, collagen, proteoglycan, and water contents.
from the middle-deep and deep zones could not be Water content was determined and expressed as
obtained, which explains the unequal number of the ratio of the wet weight minus the dry weight
samples in our data pool (Table 2). From each slice relative to the wet weight of the specimen. Prior to
of tissue, two to three 1.8 x 15 mm tensile strips weighing, each sample harvested for biochemical
may be obtained. The strips were taken, as close as analyses was equilibrated in 0.15 M NaCl solution
practically possible, “parallel” to the local split- for 1 h. Upon removal from the solution, extra fluid
line direction (21,40). However, in some cases, par- covering the surfaces of the specimen was gently
ticularly with the LPGiHWA specimens, a slight removed using soft absorbent tissue paper, and the
angle may exist between the axis of the specimen specimen was weighed immediately in a micro-
and the split-line direction. balance (with an accuracy of 0.01 mg) to determine
In total, we successfully tested 130 strips of its wet weight. The specimen was then dried in a
normal cartilage from joints showing no signs of vacuum oven at 60°C for 48 h. The dry weight was
India ink staining, 47 strips of “fibrillated carti- then determined and the water content calculated.
lage’’ (obtained immediately adjacent to regions Dried cartilage specimens were subjected to pa-
stained with India ink), and 23 strips of “os- pain digestion with an enzyme-to-substrate ratio of

Lateral Patello Femoral Groove ( L P G )

FIG. 1. Schematic diagram of location of


ow Weight Bearing high weight-bearing area (HWA) and low
weight-bearing area (LWA) on the distal fem-
oral condyle (right). Five sample locations
were chosen to be in areas of relative high
and low weight-bearing regions over the
H,qhWe,ght
joint surface (left). The exact nature of
loading over a specific joint is, of course, not
known

Lateral Femoral Medial Femoral


Condyle (LFC) Condyle ( M F C I

J Orthop Res, Vol. 4 , No. 4 , 1986


TENSILE MODULUS OF H U M A N KNEE CARTILAGE 383

Depth prn
Surface Zone ( S )
Sub Surface Zone ( S S )

-Middle Zone ( M 1

2000 -Middle Deep Zone ( M D )

Subchondral Bone
I Split Line Direction

FIG. 2. Osteochondral block of material removed from the


femoral condyle was sliced into 250 p m thick slices. Usually,
eight to ten slices could be harvested from each block of
material. The top 50 p m was removed to obtain a flat planar
surface. Each slice was subsequently cut into strips such
that the long axis of the strip was aligned parallel to the local
split-line direction. The length and width, L and w, of the
strip equal 15 and 1.8 mm, respectively.

m m - 0

1: 100 (wtlwt). After digestion, the material was


centrifuged at 10,000 rpm for 10 min, the superna-
tant was removed and filtered, and known volumes
of sample solutions were made. Total hexuronate
was determined in an aliquot of the solution using
the carbazole method as modified by Heinegard
(19). The remaining solution was divided into two
parts that were independently hydrolyzed in HCl
6 M at 100°C for 17 h, and then evaporated to dry-
ness at 60°C under a carefully controlled circulation
of dry air. One of the residues was dissolved in 1 .O
ml of buffer solution containing 0.25 M citric acid,
0.60 M sodium acetate, 0.80 M NaOH, and 0.20 M
acetic acid. Hydroxyproline was determined in this
solution by the method of Woessner (49) using hy-
droxyproline gold labeled standards from Aldrich.
The second residue was dissolved in the alkaline
sodium acetate buffer a s described by Blu-
menkrantz and Asboe-Hansen (8) and modified by
Wagner (47). This method was used to determine
the total hexosamine and the galactosamine to glu-
cosamine ratio. In these determinations, galactos-
amine HC1 (Sigma G-0500) was used as standard.
Collagen was calculated by assuming hydroxy-

J Orthop R P S ,Vol. 4 , N O , 4 , 1986


384 S . AKIZUKI ET A L .

proline residues in 100 FW, and proteoglycan con- Bausch and Lomb stereo-zoom microscope
tent was calculated by assuming 22% hexuronate in adapted with an Olympus precision X-Y translation
the monomer. Initially, we restricted the sample stage coupled with a Microcode digital microm-
size to 100 mg for the biochemical analyses for each eter, and averaged. The difference in the length of
category of tissue, e.g., LPG/HWA, because we the strip equilibrated in deionized water and 0.15 M
wished to correlate the site-specific biomechanical NaCl solution must be taken into account in the
properties with the site-specific biochemical com- calculation of the true tensile strain for the 0.15 M
position. However, we found this to yield samples NaCl equilibrated strip (37).
that were too small for accurate biochemical
assays. Thus, the same zones of different catego- Tensile Experiment
ries, e.g., surface zones of the LPG/HWA and
MFClHWA, were grouped together for these bio- Figure 3A shows our isometric tensile apparatus
chemical assays. Consequently, in our statistical (ITA) used to determine the equilibrium tensile
correlations, mean values of biomechanical proper- properties of the ECM. [This apparatus is also
ties of each zone were correlated with the corre- especially effective in studying the kinetic swelling
sponding biochemical data. behavior of cartilage strips held in isometric tension
(37). This phenomenon, for human articular carti-
Dimensional Measurements of Cartilage Strips lage, was measured and is discussed in a com-
panion paper, see Akizuki et al. (2).] The principle
In order to calculate the engineering stress of the apparatus is very simple: elongation of the
(force/original cross-sectional area) acting on the specimen is determined by the movement of an air-
specimens, an accurate cross-sectional area must activated piston (Fig. 3A). The displacement of the
be determined. Further, as both normal and os- piston, and hence the right jaw, is controlled by a
teoarthritic tissues swell upon a change of salt con- micrometer stop. The micrometer provides a
centration in the external bathing solution (fibril- simple method for determining the exact jaw-to-jaw
lated and osteoarthritic cartilage swelling much length of the specimen. In this way, the precise
more than normal cartilage), the dimensions of the amount of stretch experienced by the specimen
tensile specimens were determined after complete may be i re determined.^ The load is measured by
equilibration in deionized water and again after the load cell attached to the stationary left jaw.
complete equilibration in 0.15 M NaCl solution. Hence, the entire load history, including the equi-
The thickness was measured in a new apparatus librium load, is easily monitored. In addition, pro-
designed to sense the electrical conductivity of the visions for a stepwise change of the bathing solu-
tissue. The tensile strips were gently placed on a tion are provided by the continuous stream of fresh
precision-ground stainless-steel plate attached to a solutions from two separate sources attached to
Leitz electro-optical micrometer. The tip of the mi- two rows of shower nozzles (Fig. 3B). Thus, the
crometer, also electrically connected to the circuit, tensile properties of the specimen equilibrated in
was aligned perpendicular to the ground steel plate various solutions may be determined in a single ex-
and at a known distance above the plate. The ver- periment.
tical traverse of the tip was controlled by a preci- Figure 4 provides the complete details of the ex-
sion electric motor. The downward traverse of the perimental protocol for the determination of the
tip was stopped when the tip touched the electri- equilibrium tensile properties of cartilage strips as
cally conducting tissue. The distance traveled by well as the kinetic swelling properties (2). Figure
the tip yielded a reading for the specimen thick- 4A shows the sequences for displacement and sa-
ness. The accuracy of the devise has been verified
to be within 23.0 pm against an optical noncon-
tacting (but much more tedious) method. Thickness Recent results have indicated inaccuracies in using jaw-to-
measurements of the specimens were made at ten jaw strain measurements (40,51) and inhomogeneities in the
strain field in other soft tissues in similar tensile experiments
points along the length of the strip and averaged. (52). We have nevertheless used this measure of strain and as-
All measurements were completed within 1 min to sumed it to be uniform in our calculations for the tensile modulus
minimize evaporation effects. because of the extreme difficulties encountered in measuring
gage-length strains with our Optron electro-optical noncon-
The lengths and widths were measured at ten and tacting extensometer when a continuous stream of fluid bathes
five points along the respective edges, using a the specimen.

J Orlhop Res, Vol. 4, N o . 4 , 1986


TENSILE MODULUS OF HUMAN KNEE CARTILAGE 385

3A

TER

OMETER STOP

PISTON ROD
//
MOVING J A W

38

FIG. 3A and B. Schematic diagram of the isometric tensile


apparatus (ITA) used in the experiments. See text for a de-
scription of its function. Figure 3B is reproduced with per-
mission from Myers et al. Journal of Biomechanical Engi-
neering, ASME, 1984.
F

linity changes imposed on the specimen. After of force in our calculations for the stress, and the
mounting the specimen in the ITA, preconditioning, tare length was used as the initial length in our cal-
and equilibrating in deionized water, a very small culations for strain when the specimen was equili-
amount of stretch was imposed onto the specimen brated in deionized water. Calculations of strains
at time T,. This stretch caused an immediate load for specimens equilibrated in 0.15 M NaCl were ad-
response, followed by stress relaxation occurring justed by the amount of free contraction between
during T,-T, (Fig. 4 B ) . Complete relaxation deionized water and 0.15 M NaCl determined under
usually occurred within 15 min (37,51). The equilib- free swelling conditions.
rium stress attained during the TI-T, period was The kinetic isometric swelling (2) and the tensile
adjusted to be below 1 gf. We used this protocol to experiments began at time T, (Fig. 4). At this time,
define the tare loads and tare lengths of the spec- the bathing solution was changed stepwise to 0.15
imens. This tare load was chosen because it is the M NaCl from deionized water (Fig. 4A), and the
load required to maintain an initially “straight” resulting time variation of stress change, i.e., the
configuration for the naturally curled strips. The nonequilibrium swelling kinetics, was monitored
tare load was subtracted from all subsequent values during T,-T, (Fig. 4B). Upon equilibration in 0.15

J Orthop Res, Vol. 4, N o . 4, 1986


386 S. AKIZUKI ET AL.

PROTOCOL OF EXPERIMENT moval of tensile stress. In compression, it is well


- Displacement Chonge 0
C known that articular cartilage does fully recover
.... NaCl Cancentrotion Change t 5G upon removal of the compressive stress (44).
Shown in Fig. 4B is the typical mechanical
stress-relaxation pattern after each increment of
strain and the typical kinetic swelling behaviors of
the cartilage specimens at each level of strain (37).
Note that the nature of stress change associated
with the imposition of the 0.15 M NaCl solution de-
pends on the tensile strain; at low strains, T,-T,, a
contraction effect occurred, while at high strains,
T,-T,, an expansion effect occurred. At interme-
diate strain levels, T,-T,, a transition occurred be-
tween the contraction effect and the expansion ef-
fect. This pattern existed for both bovine and
human articular cartilage. For this investigation,
the equilibrium tensile moduli of the ECM in deion-
ized water and in 0.15 M NaCl were determined by
simply calculating the ratios of the increments of
the equilibrium stress, i.e., points D, E, F and
points A, B , C of Fig. 4B, to the increments of
strain (Fig. 4A), respectively. In the range of strains
Time chosen (- 15%) the equilibrium stress-strain re-
(b)
sponse of the ECM in tension was remarkably
FIG. 4. Experimental protocol used to determine intrinsic
linear (Fig. 5). Figure 5 shows some typical results
tensile moduli in different bathing solutions. The solid line for a subsurface zone specimen bathed in deionized
shows the displacement history applied and the dashed line water and 0.15 M NaCl. We note that, over the
shows the history of change of the bathing solution imposed
on the specimen (a). Typical changes in stress due to the
years, we have repeatedly studied, for control pur-
applied strain and imposed change of salinity are shown (b). poses, the effect of freezing on the biomechanical
See text for an explanation of the stress history. properties of bovine, porcine, and dog articular
cartilage. For storage at -20°C up to as long as 1
M NaCl and at T,, deionized water was reimposed year, no consistent pattern of biomechanical prop-
on the specimen in a stepwise manner; the resulting erty changes were noted.
kinetics of stress change was monitored during
T,-T,. Following reequilibration in deionized water Tensile Modulus in Delanued water
and at T,, an additional increment of strain was
added onto the specimen by the ITA in a stepwise
I p'I Tensde modulus in 0 15M Nacl
/
1'

manner (Fig. 4A); the resulting stress relaxation was


monitored during T,-TS. Upon equilibration (at T,) 0
the NaCl solution was applied and the resulting ki- a
E
netics of stress change again monitored. This pro- v, /
v, 0.50 /
cedure of cyclical changes of bathing solution and W
[L
increments of strain was repeated eight times, until t-
v,
15% strain was reached. No attempts have been 0.25 ,I//
made by us, and none have ever been reported in
the literature, to determine whether articular carti-
lage, when stretched up to 15%, will return to the
tare length upon removal of the tensile stress. We
0
0
I
0.05
I I
0.10
I I
0.15
-
believe, however, that at the 15% strain level, col- STRAIN
lagen alignment within the ECM might be irrevers- FIG. 5. Equilibrium tensile stress-strain relationship of the
extracellular matrix for a subsurface specimen. The relation-
ible. Further investigations are required to quantita- ship, under the present experimental protocol, is linear up to
tively assess the residual tensile strain upon re- -15% tensile strain.

J Orthop Res, Vol. 4, No. 4 , 1986


TENSILE MODULUS OF HUMAN KNEE CARTILAGE 387

Statistical Analyses
To evaluate the differences in the mean values of
each category, analysis of variance was used to H2O H20
compare data from three or more groups. The Stu- A 0.15M NaCl A 0.15M NaCl
dent's t test was used to compare data from two Nr8***
lo-
groups when the population variances of each T
group could be safely assumed to be equal. When
the variances of the two populations were different,
we used the method of Welch (48). The F test was
used for the evaluation of the equality of the popu-
lation variances. For comparing the differences in
the tensile moduli of the specimens in the two
bathing solutions, we used the correlated t test.
Most of the statistical and linear regression anal-
yses used in this study were performed with
MIDAS, a statistical software package.

RESULTS f I k
S SS M MD S SS M M D
Zonal Differences of the Tensile Modulus FIG. 6. Zonal differences of the mean value of the intrinsic
tensile moduli of normal and fibrillated adult human knee
In general, from our previous studies, we found joint cartilage from the high weight-bearing areas (HWA) of
that the tensile modulus did not vary in a statisti- the lateral patellofernoral groove (LPG). The bars represent
one standard deviation. Differences of mean intrinsic tensile
cally significant manner from strip to strip; varia- moduli between deionized H,O and 0.15 M NaCl solution are
tion from slice to slice was significant. Random also shown. Significance of differences between deionized
variations occurred from joint to joint for each cate- H,O and 0.15 M NaCl are shown as: *I*, p < 0.001; **, p <
0.01; *, p < 0.05; S, surface zone; SS, subsurface zone; M,
gory. The representation of our data reflects this middle zone; MD,middle-deep zone.
general trend.
Figure 6 shows a typical variation of the intrinsic
tensile modulus of the ECM for the four different intrinsic tensile moduli of the ECM are greater in
zones (surface, subsurface, middle, and middle- deionized water than in 0.15 M NaCl. These differ-
deep) of the LPGIHWA cartilage samples. The ten- ences were statistically significant for cartilage
sile moduli of all the human knee joint cartilage from every zone for both normal and fibrillated
tested were less than 30 MPa; most fell in the range joints.
between 1.0 MPa and 15 MPa. For these adult There were no statistical differences or ten-
human cartilage, the tensile modulus generally de- dencies in the variation of the tensile moduli with
creased with increasing distance from the surface. age in any of the categories of tissues from normal
The tensile moduli of the surface zone samples knee joints. However, as the average ages of the
from fibrillated cartilage were significantly dimin- fibrillated knee joints and osteoarthritic (TKR)
ished as compared with normal cartilage; for LPGI specimens were successively higher, when all the
HWA regions p < 0.05, and for LPGiLWA p < material was taken together there was a trend for a
0.01. However, the moduli of the lower zones were decrease of the tensile modulus with age.
very similar to those of normal cartilage. In some
fibrillated specimens, particularly with the LPGI Topographical Differences (HWA vs. LWA)
LWA specimens, the subsurface zone had signifi-
cantly greater tensile moduli than those of the sur- Table 2 gives the mean values and standard de-
face zone (p < 0.01) (Table 2). For the osteoarthritic viations of the intrinsic tensile moduli of all the
specimens, only LWA tissue existed, and the ten- specimens tested. In normal cartilage, the LWA
sile moduli for these specimens were very low, less specimens for both MFC and LPG locations had
than 3.0 MPa, and no zonal differences were de- higher tensile moduli than the corresponding HWA
tected (Table 2 ) . In addition, Fig. 6 shows that the specimens. This was true for every zone. There

J Orthop Res, Vol. 4, No. 4 , 1986


388 S . AKIZUKI ET AL.

was no consistent pattern of differences between HWA


LPG and MFC, though the LPG/LWA specimens
0 --.
A LWA _I’ ‘,I
were twice as stiff as the MFCILWA specimens (p
< 0.001). However, for fibrillated joint surfaces, no
significant differences of the intrinsic tensile moduli
were found for cartilage specimens from the surface
zone of the HWA and LWA regions. The difference
between the tensile moduli of the lower zones of
the HWA and LWA became less well defined.

Biochemical Data and Tensile Modulus


Table 3 summarizes all our statistical correlations
between the tensile modulus and our biochemical
measurements. For normal knee joint cartilage, 0 1 2 3 4 5 6 7
strong correlations existed, positive and negative, Collagen/Proteoglycan (Ratio1
between the tensile modulus and all biochemical FIG. 7. Relationship between intrinsic tensile modulus and
measures except water and hydroxyproline/wet collageniproteoglycan ratio for normal human knee joint
cartilage. The variables are related by the linear regression
weight. All the correlations disappeared, except the equation E = 4.31(R) - 9.80( r = 0.714, p < 0.001, n = 25)
collagen/proteoglycan ratio, for cartilage specimens where R = collagen/proteoglycan ratio. The mean values
from fibrillated surfaces and no correlations existed and ?SD of collagen/proteoglycan ratio are 4.00 2 0.20 (n
= 4, HWA surface), 4.85 2 1.00 (n = 3, LWA surface), 3.13 2
for specimens from the osteoarthritic (TKR) carti- 0.21 (n = 8,HWA middle), and 3.54 2 0.73 (n = 4, LWA
lage. middle).
Figure 7 shows the correlation between the col-
lagen/proteoglycan ratio and mean values of the tilage, the correlation between the tensile modulus
tensile modulus for the different zones of normal and hydroxyproline/dry weight was not as strong ( r
cartilage, r = 0.714 and p < 0.0001.4Note that the = 0.486 and p < 0.05). Negative correlations ex-
collagen/proteoglycan ratio was higher for LWA- isted between the intrinsic tensile modulus and hex-
specimens than for HWA specimens. As expected, osamine/wet weight, r = -0.563 and p < 0.01, and
the surface zones also had higher collageniproteo- uronic acidiwet weight, Y = -0.491 and p < 0.05.
glycan ratios that corresponded to their higher ten- For specimens obtained from fibrillated knee
sile moduli. Interestingly, for normal knee joint car- joints, the only correlation between the mean value
of the tensile modulus for the different zones of the
ECM and all of our biochemical measurements was
TABLE 3 . Summary of statistical significance of with the collagen/proteoglycan ratio, r = 0.559 and
correlations between intrinsic tensile modulus and
biochemical parameters
p < 0.05 (Fig. 8).4 For osteoarthritic specimens
from TKR patients, no correlations existed be-
Normal Fibrillated Osteoarthritic tween the tensile modulus and any of our biochem-
Water content ical measures. The values of the tensile moduli
Collagen/proteogl ycan C A were very low and the collagen/proteoglycan ratio
Hexosamine/uronic acid A tended to also be on the low side (Fig. 8).
Hydroxyproline/dry wt . A
Hydroxyprolineiwet wt.
Hexosamine/dry wt. B DISCUSSION
Hexosamine/wet wt. B
Uronic acidldry wt. A Our equilibrium or flow-independent tensile ex-
Uronic acid/wet wt. B periments on human knee joint cartilage showed
A, p < 0.05; B, p < 0.01; C, p < 0.001. Collagen as calculated that the ECM behaves linearly in tension, at least
assuming 100 hydroxyproline residue in 100,OOOformula weight. up to 15% strain, and that these intrinsic tensile
Proteoglycan content was calculated assuming 22% uronic acid moduli of the ECM are generally less than 30 MPa.5
in the monomer.

Myers (35) measured the intrinsic tensile modulus of normal


Data points represent mean values of LPG and MFC for bovine patellofemoral groove cartilage to be of the order of 1.0
each zone, i.e., subsurface, middle, and middle-deep zones. MPa.

J Orthop Res, Vol, 4, N o . 4, 1986


TENSILE MODULUS OF HUMAN KNEE CARTILAGE 389

modulus of the ECM. It is to be noted that the “fi-


OA
brillated specimens” tested were removed from vi-
o/ sually normal areas immediately adjacent to areas
Normol A of overt fibrillation. No evidence of tissue damage
a o/
O
exists on these “fibrillated specimens.” Additional

-i
<
p
12

10
studies need to be pursued to ascertain the reasons
for the discrepancy between our “age-independent”
tensile modulus result for our “normal” cartilage
population and Kempson’s “age-dependent’’ ten-
sile modulus result for his “normal” cartilage pop-
ulation (22).
Normal adult articular cartilage, human and bo-
,L vine, have very stiff surfaces. This stiffness is prob-
Collogen/Profeoglycon ( A o l i o l ably required to carry the large tensile stress acting
FIG. 8. Relationship between the intrinsic tensile modulus parallel (hoop stress) to the articulating surface
and collagen/proteoglycan ratio for normal, fibrillated, and- (30). Stress analysis applicable to the equilibrium
osteoarthritic (OA) cartilages. For fibrillated tissues, the vari-
ables are related by the regression equation E = 1.18(R) - condition (elastic model) shows that the loss of this
0.26 ( r = 0.559, p < 0.05, n = 18) where R = collagenipro- stiff protective superficial layer on fibrillated sur-
teoglycan ratio. There is no significant correlation noted for faces will subject the remaining zones of the ECM
OA tissues. The mean value and ?SD of collagen/proteog-
lycan (Yo weight) are 4.36 2 0.75 (n = 7, normal surface), to unusually high stresses (4), thus causing further
6.66 f 2.66 (n = 3, fibrillated surface), 3.64 2 0.87 (n = 4, damage to the tissue in these lower zones. It is
OA surface), 3.26 5 0.46 (n = 12, normal middle), 4.06 f worth noting that in mildly fibrillated surfaces, the
1.04 (n = 10, fibrillated middle), and 1.36 2 0.15 (n = 4, OA
middle). tensile moduli of tissues from the lower zones were
not diminished; this suggests a progressive degen-
These results were significantly lower than those erative process starting from the articulating sur-
reported by Kempson (22); for some young adults, face. Apparently, osteoarthritic (TKR) cartilage is
he reported tensile moduli as high as 150 MPa.6 totally disorganized; the tensile moduli of their
There are at least two reasons for this observed dif- ECM are very low and no zonal variations exist.
ference: A flow-generated stiffening effect exists, There are two mechanisms to explain the de-
associated with the constant strain-rate tensile ex- crease of the tensile modulus of the ECM with in-
periment, which tends to stiffen the specimen in creasing Na+ concentration as measured under the
tension (25) and our use of a low range of tensile isometric test condition. First, the decrease of the
strain in this study (<15%) where the equilibrium Donnan osmotic swelling pressure associated with
stress-strain relationship is linear (Fig. 5 ) . This an increase of the Na+ in the interstitium will result
linear tensile equilibrium stress-strain relation of in an internal release of collagen fibril tension (28).
the ECM is consistent with the linear compressive If, as in the isometric experiment, the collagen net-
equilibrium stress-strain behavior of the ECM and work is constrained at constant length, this internal
with the theoretical biphasic formulation for artic- release is externally manifested in the decrease of
ular cartilage (3 1). In addition, this biphasic stiffen- the tensile stress required to maintain the isometric
ing effect is very similar to those found in the con- condition used to stretch the specimen (1S,37).
stant strain-rate, creep, and stress-relaxation com- Second, an increase of the Na+ in the interstitiurn
pression experiments (24,32). Furthermore, our can cause the ECM to weaken in tension (37) by
results for normal tissues do not show any age de- such mechanisms as charge shielding of the electri-
pendence. We now believe the age dependence of cally interacting groups between the collagen fibrils
the tensile modulus observed by Kempson (22) and proteoglycans (38,42). Because of this, we be-
might be attributed to surface fibrillation and os- lieve that the correlation between the intrinsic ten-
teoarthritic changes rather than to some intrinsic sile modulus of the ECM with the collagen/proteo-
aging process causing the decrease of the tensile glycan ratio (Fig. 7) is particularly meaningful.
The intrinsic tensile modulus of the ECM for the
LWA and HWA regions of the joint confirms an-
Constant strain-rate tensile experiments yield a tensile mod-
ulus for the surface zone of young bovine cartilage of about 30 other structure-function hypothesis about the func-
MPa (40,51). tion of collagen fibrils and proteoglycans in artic-

J Orthop Res, Vol. 4, N o . 4, 1986


390 S . AKIZUKI ET A L .

ular cartilage: proteoglycan is the main structural sible for the inferior tensile properties of the surface
component required to bear the compressive loads zone of fibrillated cartilage.
for the tissue. Consequently, in lightly loaded re-
gions there should be fewer proteoglycans, thus a CONCLUSIONS
higher collageniproteoglycan ratio. This was con-
firmed biochemically and correlated biomechani- 1 . The equilibrium tensile stress-strain be-
cally (Fig. 7). In addition, for layered structures havior of the extracellular matrix is linear up to
such as the cartilage/bone system at the joint sur- - 15% strain. This flow-independent intrinsic
face, large tensile hoop stresses are most likely to tensile modulus has a value ranging from 1.O MPa
exist at the periphery of the highly loaded regions. to 30 MPa.
Thus, a higher tensile stiffness is required at the 2. The intrinsic tensile moduli of LWA carti-
LWA regions. lage are always greater than those of HWA carti-
The statistical correlations between our biochem- lage. This corresponds very well with the higher
ical and biomechanical data show a most inter- collagen/proteoglycan ratio for LWA cartilage
esting result: the intrinsic tensile modulus of the than for HWA cartilage. No consistent pattern of
ECM correlated better with collagen/proteoglycan differences exists for the tensile moduli of carti-
ratio than with hydroxyproline or collagen content. lage from the lateral patellofemoral groove and
This says that while collagen does contribute to the those from the medial femoral condyle.
stiffness of the ECM, it is not the main parameter in 3. The strongest positive correlation exists be-
determining the stiffness. Rather, the tensile stiff- tween the intrinsic tensile modulus of the extra-
ness of the ECM is more strongly affected by the cellular matrix and the collagen/proteoglycan
collagen/proteoglycan ratio. This implies that the ratio, followed by a good positive correlation
interactions responsible for the cohesiveness of the with hydroxyproline/dry weight and a good nega-
solid matrix also contribute significantly to the ten- tive correlation with hexosamine/wet weight.
sile stiffness of the tissue. Disruption of these inter- 4. Visually normal regions, not stained by
actions, by such mechanisms as increasing the India ink, from fibrillated knee joint surfaces
counter-ion concentration in the interstitium of the have much lower tensile moduli. At times, the
ECM, will cause a decline of the intrinsic modulus. subsurface zones adjacent to the fibrillated re-
This has also been confirmed. gions have higher tensile moduli than the visually
The tensile specimens from the fibrillated joint normal surface zone.
surfaces were taken from areas adjacent to the 5 . The interactions between the collagen fi-
areas stained with India ink. Visually, the areas brils and proteoglycans appear to be an impor-
from which we took our tensile specimen were tant contributing factor in the tensile stiffness of
normal, i.e., no India ink staining occurred. Yet, the extracellular matrix. Disruption of these in-
our results show that a biomechanical change has teractions by charge shielding of possible electro-
occurred; this is evidenced by the pronounced de- static interaction sites with increased Na+ con-
crease of the intrinsic tensile moduli of specimens centration within the interstitium o r os-
harvested from the various surface zones. In addi- teoarthritic processes weakens the extracellular
tion, there appears to be a stiffening of the imme- matrix in tension.
diate subjacent zone associated with this decrease. 6. The intrinsic tensile modulus of normal ar-
This might be a biological response of the tissue to ticular cartilage does not appear to change with
the disruptions occurring in the surface zones age. Age-related changes in the tensile stiffness
above by providing another layer of stiff tissue to appear to be the result of a fibrillation and/or OA
withstand the loads of articulation. While the col- process rather than some intrinsic aging process
lagen/proteoglycan contents for fibrillated cartilage causing the observed decrease of the tensile
remain comparable to normal cartilage (Fig. 8), the modulus.
intrinsic tensile moduli of fibrillated cartilage are
definitely lower than those of normal cartilage. This Acknowledgment: This research was sponsored by the
and the lack of correlation of the tensile moduli of National Institute of Arthritis, Diabetes, and Digestive
and Kidney Diseases grant AM19094, the Clark and
fibrillated cartilage with any of the other biochem- Crossan Endowment at Rensselaer Polytechnic Institute,
ical composition measurements indicate that micro- and the Veterans Administration (Miami), University of
scopic structural disorganization may be respon- Miami. We would like to thank Ms. Rose Boshoff and

J Orthop Re&, Vol. 4 , No. 4 , 1986


TENSILE MODULUS OF H U MA N KNEE CARTILAGE 391

Ms. Donna Hutchinson for their help in preparing this 20. Huberti HH, Hayes WC: Patellofemoral contact pressures
manuscript, and Mr. John M. Schoonbeck for his tech- -the influence of Q angle and tendofemoral contact. JBone
nical assistance. The authors with to express special Joint Surg [Am]66:715-723, 1984
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have been possible. Kent, England, Pitman Medical Publishers, 1979, pp
333-414
22. Kempson GE: Relationship between the tensile properties
of articular cartilage from the human knee and age. Ann
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J Orthop Res, Val. 4, N o . 4, 1986

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