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1 From the Departments of Ophthalmology and 2 Neurology, the Jules Stein Eye Institute, University of California, Los Angeles; and 3 Department of Ophthalmology, Samsung Medical Center, Sungkyunkwan University School of Medicine, Seoul, Korea.
| Abstract |
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METHODS. Four human (ages 17 months93 years) and three monkey (ages 57 years) orbits were serially sectioned in the coronal plane and stained with Massons trichrome. All fibers of the rectus EOMs were counted using light microscopy at midorbit in all specimens and regular intervals throughout the orbits for one human and one monkey.
RESULTS. In the GL, human EOMs in midorbit contained 8000 to 16,400 fibers, and monkey EOMs contained 3600 to 6600 fibers, varying little among the four rectus EOMs. In humans and monkeys, the number of OL fibers in midorbit varied widely according to specific EOM, being most numerous for the medial rectus (human: 740014,600; monkey: 37007000). The GL existed over the entire extent of each EOM from origin in the orbital apex into continuity with the tendon inserting on the globe. The OL was absent in the most anterior portion of each EOM, because OL fibers inserted on the respective EOM pulley.
CONCLUSIONS. Primate EOMs contain substantial numbers of OL fibers. Numerical similarity of GL fibers is consistent with similar mechanical loading on each of the four rectus EOMs, as required to rotate the globe. Numerical dissimilarity of OL fibers correlates with varying mechanical loading because of varying elasticities of connective tissues onto which these fibers insert.
| Introduction |
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The EOMs can be divided into two distinct layers.1 2 3 The peripheral orbital layer (OL) lies along the EOM surface facing the orbital wall. This layer encloses a second portion, the global layer (GL), closer to globe. The OL contains small-diameter fibers with many mitochondria and abundant vessels. The GL contains larger-diameter fibers with variable mitochondrial content and fewer vessels. By Massons trichrome stain, OL fibers are stained dark red, but GL fibers are stained bright red.
The literature is sparse but controversial regarding whether each EOM fiber runs the entire length of the EOM. If this were true, one would expect to find the same number of fibers in sections taken from the anterior, middle, or posterior portion of each EOM. In cat, fiber counts from middle portion of the inferior oblique muscle have been consistently higher than counts taken from anterior or posterior portions.5 In rabbit EOMs, the number of fibers decreases gradually at the insertional tendon is approached.6 This variation suggests that many fibers must originate and terminate at distances less than that from the origin to the insertion of the EOM. However, in another study in cat, all OL fibers reportedly ran from origin to insertion, whereas in the GL only multiply innervated fibers ran the entire length of the EOM.7 No comparable data are available on primates.
The classical studies of Koornneef indicated stereotypic organization of connective tissues around the EOMs.8 9 Recent anatomic studies have clarified that each rectus EOM passes through a pulley consisting of an encircling ring or sleeve of collagen, located near the globe equator in Tenons fascia.10 11 12 13 Pulleys are coupled to the orbital wall, adjacent EOMs, and equatorial Tenons fascia by bands containing collagen, elastin, and smooth muscle. Abundant elastic fibers in and around pulleys provide reversible extensibility to these resilient tissues.10 11 12 13 Pulleys have important implications for EOM action because the functional origin of an EOM is at its pulley.10 11 12 13 Several lines of evidence, including magnetic resonance imaging (MRI), gross examinations, surgical exposures, and histologic studies in humans and monkeys indicate that the OL of each rectus EOM inserts on its corresponding pulley, rather than on the globe. Only the GL of the EOM inserts via its tendon on the sclera.13 The "active pulley hypothesis" proposes that, via dual insertions, the GL of each rectus EOM rotates the globe, whereas the OL inserts on its pulley to linearly position it and thus influence EOM rotational axis.13 This hypothesis suggests that control of EOM pulling direction by the OL is under fine and instantaneous control to vary ocular kinematics for different types of eye movements. It would therefore be expected that the primate OL would contain a substantial number of fibers and that the number of OL fibers in a given rectus EOM might depend on the mechanical properties of that EOMs pulley.
To better understand the functional anatomy of rectus EOM laminae, the present study compared the number of muscle fibers in the GL and OL using serially sectioned monkey and human orbits from diverse individuals.
| Methods |
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Estimates of fiber diameters were obtained from 24-bit color digital micrographs taken with an Olympus BH-2 microscope fitted with a digital camera (Leaf Lumina; ScyTech, Bedford, MA) having resolution of 3400 x 2800 pixels. Only transversely sectioned fibers were measured, but most fibers nevertheless had roughly elliptical cross sections. Measurements of the greatest diameter of each of 100 randomly selected fibers from each lamina of interest were made using the program NIH Image (W. Rasband, National Institutes of Health; available by ftp from zippy.nimh.nih.gov or floppy disc from NTIS, 5285 Port Royal Road, Springfield, VA 22161; part number PB95-500195GEI).
| Results |
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2 testing
indicated that this distribution is extremely improbable based on
chance (P < 0.001). In the OL of every specimen, the
MR also had the most numerous fibers at a mean of 5883 ± 1889,
followed by the LR at a mean of 4217 ± 1028, the inferior rectus
(IR) at a mean of 3928 ± 1159, and the SR at a mean of 3658 ± 1221 (Table 1)
. This distribution is also extremely improbable based
on chance (P < 0.001).
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Human Specimens
The qualitative impression of larger fibers in the GL was
validated by measurement of greatest diameters of 100 fibers randomly
sampled from a section from the midorbital region of the MR of each
human specimen. Fiber diameters are shown in Table 2
. Although there was modest variation in mean fiber diameter among
specimens, GL fiber diameter was in every case significantly greater
than OL fiber diameter within specimens (P < 0.05;
Students t-test).
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Based on the preceding data, the midorbital region was chosen to
determine fiber numbers for the remaining three human specimens. For
purposes of counting, the midorbit was taken to be the midpoint between
the anterior termination of the myofibers on the tendon and their
posterior origin in the orbital apex. In both layers of every specimen,
the MR had the most fibers, followed by the LR, IR, and SR, in that
order.
2 testing indicates that this sequence
is extremely improbable on the basis of chance (P <
0.001). Among specimens, the number of midorbital rectus EOM fibers
ranged from 8035 to 16,404 in the GL (Table 3)
and from 4749 to 14,658 in the OL (Table 3)
. As in monkey, the
variation in fiber number among the four rectus EOMs was greater in the
OL than in the GL (Table 3)
. The mean CV was 0.09 in the human GL and
0.19 in the OL, and in every specimen the CV for the GL was less than
for the OL (Table 3)
. Based on a binomial distribution, the odds of
this occurring by chance in the humans are no more than 1 in 16, the
most stringent level of significance possible with four specimens. If
human and monkey specimens are pooled for this statistical
consideration, the difference in CV between the GL and OL is
significant at the 0.008 level. However, unlike monkeys in which the
number of GL fibers in the horizontal and vertical rectus pairs was
matched, in humans the number of midorbital fibers in the GL of all
four rectus EOMs was roughly similar at a mean of 12,044
(P > 0.05, Student-Newman-Keuls test). The number of
fibers in the OL varied more substantially, with a maximum 11,418 ± 3573 (mean ± SD) for the MR, followed by 9042 ± 2892 for
the LR, 8678 ± 2512 for the IR, and 7243 ± 2124 for the SR
(Table 3)
. However, this variation in number of OL fibers was not
statistically significant by analysis of variance (P >
0.05).
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| Discussion |
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Orbital layer fibers were entirely absent in the terminal anterior portions of the EOMs in both monkey and human, confirming the results of longitudinal sectioning indicating that OL fibers do not insert on sclera.13 This is also consistent with the finding in rabbit that the inner OL does not reach the tendon end.6 Rectus EOMs are encircled by fibromuscular pulleys consisting of a ring within a sleeve of collagen (Fig. 1B) located near equator of the globe in Tenons fascia.10 12 13 Pulley sleeves have a broad anteroposterior extent exceeding 10 mm, partially accounting for the gradual anterior decline to zero in the number of OL fibers (Figs. 2A 2C) . Pulleys are coupled to the orbital wall, adjacent EOMs, and equatorial Tenons fascia by bands containing collagen, elastin, and smooth muscle. The amount of fibromuscular connective tissue in its suspension depends on the particular rectus pulley, with the MR pulley contains the greatest amount of fibroelastic tissue and smooth muscle and the SR the least. The existence of a pulley dissociates the anatomic origin of an EOM in the orbital apex from its functional mechanical origin at the pulley, which determines the EOMs pulling direction. The present study confirms that OL fibers of each rectus EOM insert, not on the sclera, but on the corresponding pulley.13 MRI of human rectus EOM path inflections and the insertion of OLs on the pulleys indicates that the pulleys make large anteroposterior translations along the EOM axes during gaze shifts.13 Each pulley shifts posteriorly with contraction of its OL and shifts anteriorly as relaxation of its OL allows the elastic pulley suspension passively to move the pulley toward the orbital rim. According to the active pulley hypothesis, this anteroposterior translation of the pulley is mechanically required to properly control the rotational axis of the EOM to implement behavior of the peripheral ocular motor apparatus that has favorable kinematic properties. These favorable properties include conformity to Listings law, which states that, with the head upright and stationary, all rotational axes of the eye lie in a plane.13 In general, the orientation of a solid object depends on the order of rotations; however, appropriate positioning of pulleys makes eye orientation relative to neural commands effectively independent of the order of rotations and thus "rotationally commutative."16 Because pulley locations are under active control by the balance of OL muscle tone against the elasticity of the pulley suspensions, these locations cannot be accurately determined in cadaveric material, particularly if the EOMs have been dissected free of pulley suspensions. Mean human rectus pulley locations have been determined in vivo by MRI imaging of EOM path inflections in secondary gaze positions, and the locations are consistent with the average location of Listings plane.17
Among the four rectus EOMs the number of OL fibers was greatest in the MR muscle in both the monkey and human orbits. In the monkey OL, the mean number of MR fibers (5883) was 61% more than the mean number of orbital SR fibers (3658). In the human OL, the mean number of MR fibers (11,418) was 58% more than the mean number of orbital SR fibers (7243). This variation is consistent with the distribution of connective tissue in the pulley suspensions of the four rectus EOMs,10 constituting the elastic load on the pulleys.13 The systematic variation in the number of fibers in the OL contrasts with the consistent numbers in the GL, where in the human the mean number of fibers was equal within about ±15% among the four rectus EOMs. This finding suggests that the mechanical load on GL fibers is similar for all EOMs, as might be expected because these fibers insert on the globe.
Electromyographic (EMG) recordings in the GL of the human LR demonstrated both a phasic pulse and tonic step of activity during saccades, the former being necessary to drive the formidable viscous load imposed by the relaxing antagonist EOM and the latter necessary to oppose the lesser elastic load as fixation is maintained.18 Recordings of tension in the insertional tendons of horizontal rectus EOMs of behaving monkeys confirm the presence of both saccadic pulses and steps.19 In the OL, however, EMGs showed essentially only a step of activity during saccades.18 Fibers in the OL have lower recruitment thresholds than those in the GL, with most OL fibers active throughout the oculomotor range and most GL fibers active only in their fields of action.18 This latter observation motivated Collins18 to suggest long ago that the OL might have a special role in fixation, with the GL participating preferentially in dynamic eye movements. The contemporary insight that the OL inserts on the pulley rather than on the globe permits a more satisfactory understanding of these observations. The mechanical load on the OL is dominated by elasticity of the pulley suspension. Collins18 has pointed out that the main load on EOMs attached to the globe is viscosity arising from the relaxing antagonist. A pulse of force is unnecessary in the OL to achieve brisk pulley motion against a mainly elastic load. This elastic loading of the pulley by connective tissue requires that OL fibers maintain active tension throughout the oculomotor range to avoid any region of slack. In contrast, GL fibers remain under tension even when relaxed because they are passively stretched by the antagonist EOM. These considerations explain the EMG observations of Collins that fibers in the OL are active throughout the entire oculomotor range, whereas most GL fibers become silent only slightly out of their field of action.18 With these concepts in mind, it is easy to understand the extensive development of the OL in primates.
Approximately 80% of fibers in the OL of each EOM are fast, twitch-generating, singly innervated fibers (SIFs) resembling mammalian skeletal muscle fibers, whereas 20% are multiply innervated fibers (MIFs) that either do not conduct action potentials or do so only in their central portions.3 Orbital SIFs are specialized for intense oxidative metabolism and fatigue resistance3 and presumably provide most of the force required of the OL to maintain tension against the elastic pulley suspensions. In cat the most powerful and fatigue resistant motor units of the LR muscle, comprising of 27% of all units, consist of single neurons innervating fibers in both the OLs and GLs.20 Such "bilayer units" are likely to participate in the coordination of anteroposterior pulley position, with ocular rotation required for consistency with the kinematic requirements of Listings law of ocular torsion.13 The function of the relatively sparse and primitive orbital MIFs remains unclear.
Approximately 90% of fibers in the GL are fast, twitch-generating SIFs, whereas 10% are slow, nontwitch MIFs resembling those of amphibians.3 The SIFs are often divided into three types, red, intermediate, and white, distinguished by their density of mitochondria and fatigue resistance.3 The largest and most granular red SIFs, constituting approximately 33% of all global fibers, are very similar to orbital SIFs and are highly fatigue resistant, whereas the intermediate and white SIFs have progressively lower fatigue resistance.3 The predominant static loading of the GL by the moderate contractile force of antagonist EOM accounts for the GLs higher overall recruitment threshold than the OL18 and the lesser oxidative, vascular, and fatigue-resistant features of orbital SIFs.3 However, during saccades the high viscous loading of the GL by the relaxing antagonist EOM requires the high transient force that intermediate and white SIFs are well suited to provide. In the GL of monkey rectus EOMs, 80% of MIFs terminate in innervated myotendinous cylinders at the musculotendinous junction called palisade endings (PEs).21 Similar PEs have been demonstrated in all human EOMs.22 Although their potential for proprioception has been controversial,21 23 studies in cat confirm PEs to be sensory.24 Human EOMs also contain neuromuscular spindles that are thought to be sources of proprioceptive input to the brain,25 although the EOMs of monkeys are poorly endowed with spindles.26 A careful study based on serial sections of isolated human EOMs from orbits more than 65 years of age demonstrated a mean of 16 to 34 spindles per rectus and four per oblique EOM.25 In humans, spindles occur mainly in the proximal and distal regions at the border between the OL and the GL.2 23 25
The literature is contradictory regarding whether OL fibers are continuous from their origin in the orbital apex to their insertion in the anterior site now interpreted to be the pulley. Mayr et al.7 reported that the feline OL fibers run the entire extent of the EOM, but Alvarado and Van Horn5 found a variation in fiber number along the length of the inferior oblique muscle of cat. Gradual distal reduction in the number of fibers of IR and LR fibers has been reported for the rabbit.6 Although the present data in the human (Fig. 2C) suggest a region of relative constancy in the number of fibers in each of the rectus EOMs in the region 9 to 21 mm from the orbital apex, no zone of relative constancy is evident for the monkey MR (Fig. 2A) . In both human and monkey specimens there is a gradual decline in the number of fibers over approximately the anterior 6 mm of the OL and the anterior 4 to 12 mm of the GL. The variation in the number of fibers along the length of an EOM suggests that the fibers posteriorly bifurcate and more anteriorly reunite in myomyous junctions.6 The presence of branching and myomyous junctions has important physiologic implications, because these properties would result in nonlinear force addition as has been observed during stimulation of small numbers of EOM motor units in monkey.27 28 Because human rectus EOMs have the same numerical evidence of bifurcation and myomyous junctions, the present study extends the likelihood of nonlinear summation of EOM fiber tension to humans as well. Nonlinear summation of motor unit tension should be considered in quantitative modeling of the human ocular motor system.
| Footnotes |
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Submitted for publication January 26, 2000; revised May 18, and August 16, 2000; accepted October 10, 2000.
Commercial relationships policy: N.
Corresponding author: Joseph L. Demer, Jules Stein Eye Institute, 100 Stein Plaza, UCLA, Los Angeles, CA 90095-7002. jld{at}ucla.edu
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