Recovery cycles of posterior root-muscle reflexes evoked by transcutaneous spinal cord stimulation and of the H reflex in individuals with intact and injured spinal cord
Authors:
Ursula S. Hofstoetter aff001; Brigitta Freundl aff002; Heinrich Binder aff002; Karen Minassian aff001
Authors place of work:
Center for Medical Physics and Biomedical Engineering, Medical University Vienna, Vienna, Austria
aff001; Neurological Center, Maria Theresien Schloessel, Otto Wagner Hospital, Vienna, Austria
aff002
Published in the journal:
PLoS ONE 14(12)
Category:
Research Article
doi:
https://doi.org/10.1371/journal.pone.0227057
Summary
Posterior root-muscle (PRM) reflexes are short-latency spinal reflexes evoked by epidural or transcutaneous spinal cord stimulation (SCS) in clinical and physiological studies. PRM reflexes share key physiological characteristics with the H reflex elicited by electrical stimulation of large-diameter muscle spindle afferents in the tibial nerve. Here, we compared the H reflex and the PRM reflex of soleus in response to transcutaneous stimulation by studying their recovery cycles in ten neurologically intact volunteers and ten individuals with traumatic, chronic spinal cord injury (SCI). The recovery cycles of the reflexes, i.e., the time course of their excitability changes, were assessed by paired pulses with conditioning-test intervals of 20–5000 ms. Between the subject groups, no statistical difference was found for the recovery cycles of the H reflexes, yet those of the PRM reflexes differed significantly, with a striking suppression in the intact group. When comparing the reflex types, they did not differ in the SCI group, while the PRM reflexes were more strongly depressed in the intact group for durations characteristic for presynaptic inhibition. These differences may arise from the concomitant stimulation of several posterior roots containing afferent fibers of various lower extremity nerves by transcutaneous SCS, producing multi-source heteronymous presynaptic inhibition, and the collective dysfunction of inhibitory mechanisms after SCI contributing to spasticity. PRM-reflex recovery cycles additionally obtained for bilateral rectus femoris, biceps femoris, tibialis anterior, and soleus all demonstrated a stronger suppression in the intact group. Within both subject groups, the thigh muscles showed a stronger recovery than the lower leg muscles, which may reflect a characteristic difference in motor control of diverse muscles. Based on the substantial difference between intact and SCI individuals, PRM-reflex depression tested with paired pulses could become a sensitive measure for spasticity and motor recovery.
Keywords:
Functional electrical stimulation – depression – Muscle analysis – Legs – Electromyography – Reflexes – spinal cord injury
Introduction
Posterior root-muscle (PRM) reflexes [1,2] are short-latency spinal reflexes evoked by epidural spinal cord stimulation (SCS) or by skin surface electrodes placed in a configuration to generate a current flow that partially crosses the thecal sac (transcutaneous SCS) [3,4]. They result from the stimulation of proprioceptive fibers within posterior rootlets/roots, which reflexly activate motoneurons in the spinal cord [5–8], are electromyographically recorded as reflex compound muscle action potentials, and can be obtained in practically all lower extremity muscles by a single stimulation pulse with an intensity exceeding the excitation thresholds of the respective lumbar and upper sacral posterior roots [9,10].
In all contemporary studies demonstrating unprecedented locomotor recovery in individuals with severe spinal cord injury (SCI) by epidural SCS, PRM reflexes were employed to intraoperatively guide electrode placement overlying the L1–S2 spinal cord segments [11–14], assuming that they are generated through direct, segmental projections of the stimulated afferents to the homonymous motoneuron pools [2,5,15]. Further, tonic and rhythmic muscle activity in paralyzed legs induced by epidural SCS are largely composed of series of PRM reflexes [1,6,16]. Similarly, in studies examining the potential use of transcutaneous SCS for spasticity and motor recovery, PRM reflexes were evoked to confirm the position of the stimulating electrode over the lumbar spinal cord [17–21]. In addition, transcutaneously elicited PRM reflexes are being used in physiological studies to extend the information gained from the classical soleus-H reflex to many muscles simultaneously [22–26]. Indeed, they share key characteristics with the essentially monosynaptic H reflex evoked by electrical stimulation of group Ia muscle spindle afferents within the mixed tibial nerve [27–32]. Like the H reflex, the PRM reflexes are suppressed by tendon vibration [2,33] and are modulated by passive or active leg movements in a task specific manner [2,9,22,34].
A hallmark behavior of the H reflex is described by its recovery cycle, i.e., its depression and gradual recovery when tested by paired pulses [35–39]. Specifically, the recovery cycle is the time course of amplitude changes of a test-H reflex elicited at progressively increasing intervals after a conditioning H reflex. In neurologically intact individuals, the H-reflex recovery cycle is characterized by a complete suppression for the first tens of milliseconds, an initial peak of incomplete recovery around 250 ms, and slow recovery to the size of the unconditioned control response at 10–15 s [37,40]. Remarkably, results of two previous studies in individuals with intact nervous system suggested that PRM reflexes may have a different recovery cycle: An early exploratory study found a slower recovery of triceps surae-PRM reflexes and assumed that this followed from the concomitant activity in the PRM reflex arcs of other muscles [41]. Another study found a slower recovery of the soleus-PRM reflex than of the H reflex when tested at intervals of 25–200 ms, but only during background voluntary contraction [42].
Further, the leading mechanisms underlying the H-reflex recovery cycle, presynaptic inhibition [43,44] and homosynaptic depression [45,46], are reduced after chronic SCI [47–49] and contribute to spasticity [50,51]. In line with these pathological changes, a study suggested that the depression of the H reflex with decreasing interstimulus interval from 10 s to 1 s was reduced in participants with SCI [52].
Here, we first evaluated the recovery cycles of the H reflex and the PRM reflex of soleus in individuals with SCI as well as uninjured controls for paired pulses with interstimulus intervals of 20–5000 ms. We hypothesized that both H-reflex and PRM-reflex recovery cycles would differ significantly between neurologically intact and SCI subject groups and that the difference would be greater for the PRM reflex. We further hypothesized that the recovery cycles of the H reflex and the PRM reflex would differ significantly with respect to within-subject group comparisons. We assumed that these differences would result from the multi-root input associated with transcutaneous SCS, the heteronymous connections in the human spinal cord [48,53,54] and their repeated activation [55,56]. The depression of the PRM reflex would thus depend on a wider range of spinal inhibitory mechanisms, which are altered after SCI. Further, we obtained for the first time PRM-reflex recovery cycles of rectus femoris (RF), biceps femoris (BF), and tibialis anterior (TA) in addition to that of soleus, which allowed us to identify potential differences between spinal reflex regulation of diverse muscles.
Materials and methods
Subjects
Data were derived from ten neurologically intact volunteers (four males, mean age ± SD: 28.6 ± 5.1 years, ranging from 22–36 years) and ten individuals with traumatic, chronic SCI (mean age: 40.1 ± 18.0 years, ranging from 18–66 years; no age difference between subject groups, Student’s t-test, P = .067). Details on the neurological status of the individuals with SCI evaluated according to the International Standards for Neurological Classification of Spinal Cord Injury [57] are provided in Table 1. All individuals with SCI had lower-limb spasticity, clinically evaluated based on the Modified Ashworth Scale (MAS) [58]. To obtain a single, comprehensive measure for lower-limb spasticity, the individual MAS scores from twelve separate tests of both legs were summed up (with a value of 1.5 for the 1+ scoring category) to result in a MAS sum score ranging from 0–96 (0, no increase in muscle tone). The movements tested were flexion, extension, abduction, adduction, as well as internal and external rotation of the hip; flexion and extension of the knee with the hip in an extended position; and ankle dorsiflexion with the hip and knee in a flexed position as well as dorsiflexion, plantar flexion, and pronation of the ankle with the hip and knee in an extended position. Subjects 2, 4, 5, 8 and 10 were on oral antispasticity medication (Table 1) and had taken the last dose 12–15 hours prior to their participation. The elimination half-lives of tizanidine and baclofen are relatively short, amounting to about 1–3 hours and 3–6 hours, respectively [59–63]. The elimination half-life of tetrazepam, taken by two participants, is 15–22 hours [64,65], yet effects on H-reflex excitability measured two hours after administration were shown to be marginal or not significant [66]. None of the participants used drugs to treat depression, anxiety, or attention deficit disorder. Among the exclusion criteria were active and passive implants at vertebral level T9 or caudally, such as epidural stimulation systems or osteosynthesis material. The study was approved by the Ethics Committee of the City of Vienna (EK 11-124-0711). All subjects signed written informed consent prior to their participation.
Data acquisition
Surface-electromyographic (EMG) recordings were acquired from RF, BF, TA, and soleus of both legs using pairs of silver-silver chloride electrodes (Intec Medizintechnik GmbH, Klagenfurt, Austria), placed with an inter-electrode distance of 3 cm in accordance with the Surface Electromyography for the Non-Invasive Assessment of Muscles (SENIAM) recommendations (www.seniam.org). A common ground electrode was placed over the fibular head of the right leg. Abrasive paste (Nuprep, Weaver and Company, Aurora, CO) was used for skin preparation to reduce EMG electrode resistance below 5 kΩ. EMG signals were acquired using the Phoenix multichannel EMG system (EMS-Handels GmbH, Korneuburg, Austria) set to a gain of 502 (or 229, in case of amplifier saturation by large evoked potentials) over a bandwidth of 10–1000 Hz and digitized at 2048 samples per second and channel. EMG data were additionally bandpass-filtered offline between 10 and 1000 Hz using a 2nd order Butterworth filter (Matlab 2017b, The MathWorks, Inc., Natick, MA). All recordings were conducted with the participants lying comfortably in the supine position.
Stimulation procedures
The soleus-H reflex was elicited by monopolar stimulation of the posterior tibial nerve of the right leg using self-adhesive hydrogel surface electrodes (Schwamedico GmbH, Ehringshausen, Germany), with the cathode (ø 3.2 cm) in the popliteal fossa and the anode (5 x 9 cm) over the anterior aspect of the knee. A current-controlled stimulator (Stimulette r2x+, Dr. Schuhfried Medizintechnik GmbH, Moedling, Austria) was set to deliver charge-balanced, quasi-monophasic rectangular pulses of 1-ms width. The cathode position was adjusted to produce an H reflex with lowest stimulation amplitude and an isolated ankle plantar-flexion movement with increasing stimulation. The maximum H reflexes (Hmax) as well as the maximum M waves (Mmax) were determined. For the study of the H-reflex recovery cycle, the stimulation amplitude was set to produce control-H reflexes (i.e., responses to the first stimulation pulse of a pair) with a target peak-to-peak amplitude corresponding to 25% of Mmax on the ascending limb of the recruitment curve [67,68].
PRM reflexes were evoked by means of transcutaneous lumbar SCS through a self-adhesive hydrogel surface electrode (5 x 9 cm) placed longitudinally over the spine covering the T11 and T12 spinous processes, and a pair of interconnected larger electrodes (each 8 x 13 cm) on the lower abdomen [2,26]. For transcutaneous SCS, the Stimulette r2x+ was set to deliver charge-balanced, symmetric, biphasic rectangular pulses of 1-ms width per phase. With reference to the abdominal electrodes, the paravertebral electrode pair was the anode for the first and the cathode for the second phase of the biphasic pulses (see supplementary figure in [4]). The stimulation amplitude used for studying the PRM-reflex recovery cycle was adjusted to elicit control-PRM reflexes in the right soleus with peak-to-peak amplitudes that best matched those of the control-H reflexes and, if possible, to concomitantly elicit PRM reflexes in RF, BF, TA bilaterally, as well as in the left soleus.
Recovery cycles of the H reflex (H reflex conditioned by preceding tibial nerve stimulation) and the PRM reflexes of RF, BF, TA, and soleus (PRM reflexes conditioned by preceding SCS) were studied using paired pulses with conditioning-test intervals of 20, 40, 60, 80, 100, 120, 150, 200, 250, 300, 500, 1000, 2000, and 5000 ms, always applied in this sequence. For each conditioning-test interval examined, ten paired stimuli were applied in a row, with 15 s between pairs. Continuous EMG was monitored to ensure that the lower-extremity muscles were relaxed when stimuli were applied. In case of the H reflex, the stability of the concomitantly evoked small-amplitude M wave was additionally monitored throughout the experiments to ensure constant stimulation conditions. M-wave amplitudes across conditioning-test intervals did not differ in the neurologically intact group (repeated measures analysis of variance (ANOVA), F(13,117) = .917, p = .540, ŋp2 = .133) nor in the SCI group (F(13,117) = 1.526, p = .118, ŋp2 = .145). Further, the M wave amplitude normalized to Mmax varied within a range of 0.82 ± 0.16% in the neurologically intact participants and 1.63 ± 0.63% in the individuals with SCI.
Data analysis and statistics
Data were analyzed offline using Matlab 2017b (The MathWorks, Inc., Natick, MA) and IBM SPSS Statistics 24.0 for Windows (IBM Corporation, Armonk, NY, USA). Assumptions of normality were tested using Shapiro-Wilk test and equality of variances using Levene's test. α-errors of P < .05 were considered significant. Descriptive statistics are reported as mean ± SE.
The peak-to-peak amplitudes of the H reflexes and the PRM reflexes of RF, BF, TA, and soleus of both legs acquired during the paired-stimulation paradigms were calculated. Mean peak-to-peak amplitudes ± SE were established for the group of neurologically intact individuals as well as for the group of individuals with SCI and compared using independent Student’s t-tests or Mann-Whitney U tests in case of non-normally distributed data. Effect sizes of the Student’s t-tests and the Mann-Whitney U tests were reported by Cohen’s d. The same procedure was done for the Hmax to Mmax ratios.
The peak-to-peak amplitudes of the reflex responses to the second stimulus of a pair were normalized to the respective first ones. For each subject group, mean ratios ± SE were obtained per conditioning-test interval for the H reflexes and the PRM reflexes of the right soleus as well as for the PRM reflexes of bilateral RF, BF, TA, and soleus (with values derived from both legs pooled). Separate two-way mixed ANOVAs were run to investigate the effect of neurological status (neurologically intact, SCI) and conditioning-test interval (repeated measures) on the recovery cycles of the H reflex and the PRM reflex of the right soleus, as well as the PRM reflexes of RF, BF, TA, and soleus considering both legs. Additionally, two-way repeated measures ANOVAs were calculated per subject group for the effect of reflex type (H reflex and PRM reflex of the right soleus) and conditioning-test interval. The recovery cycles of the PRM reflexes of the different muscles studied were compared within each subject group by calculating separate generalized linear mixed models with Satterthwaite correction for the effect of muscle and conditioning-test interval (repeated measures), to adjust for the missing PRM reflexes in RF in two individuals of each group. Subjects were modeled as hierarchical random effects. Covariance type was determined based on minimal values obtained for the Akaike Information Criterion. Assumptions of sphericity were tested with Mauchly’s test, and if voided Greenhouse-Geisser correction was applied. Effect sizes were reported by the partial eta-squared (ŋp2). All post-hoc tests were Bonferroni corrected.
Results
In the neurologically intact individuals, Mmax and Hmax in the right soleus attained mean peak-to-peak amplitudes ± SE of 8.549 ± 1.866 mV and 2.354 ± 0.469 mV, respectively, with a mean Hmax/Mmax of 0.307 ± 0.044. The values obtained in the individuals with SCI were, Mmax, 8.447 ± 1.437 mV, Hmax, 5.233 ± 1.405 mV, and Hmax/Mmax, 0.535 ± 0.081. No statistical differences between the groups were found for Mmax (t18 = .043, P = .966, d = .019) and Hmax (t10.981 = 1.944, P = .078, d = .869). Hmax/Mmax was significantly larger in the individuals with SCI (mean difference: 0.228 ± 0.092; t13.823 = 2.471, P = .027, d = 1.105). The group results of the average peak-to-peak amplitudes of the control-H reflexes were 1.577 ± 0.317 mV (20.8 ± 2.1% of Mmax) in the neurologically intact individuals and 2.573 ± 0.485 mV (29.6 ± 2.7% of Mmax) in the individuals with SCI. The control-PRM reflexes of the right soleus had amplitudes of 1.668 ± 0.305 mV (21.9 ± 1.8% of Mmax) and 2.472 ± 0.409 mV (29.9 ± 2.2% of Mmax), respectively. Within subject groups, there were no differences between the control-H reflex and the control-PRM reflex nor between the ratios of the control-H reflex to Mmax and of the control-PRM reflex to Mmax (paired Student’s t-test; neurologically intact individuals: t9 = .840, P = .423, d = .266 and t9 = .934, P = .375, d = .295; individuals with SCI: t9 = .767, P = .463, d = .243 and t9 = .153, P = .882, d = .048).
Notably, in two of the neurologically intact individuals, Hmax attained amplitudes corresponding to only 10.0% and 13.4% of Mmax. Hence, the targeted reflex size of 25% Mmax could not be obtained and the respective Hmax was used for the recovery cycles in these two individuals. Furthermore, in two individuals with SCI (subjects 3 and 7), transcutaneous SCS amplitudes could not be adjusted to elicit PRM reflexes in the right soleus with the targeted size while concomitantly obtaining PRM reflexes in all other muscles studied. Control-PRM reflexes in the right soleus of these two participants had amplitudes of 43.4% and 30.6% of Mmax, and the stimulation amplitude for the elicitation of the control-H reflexes was correspondingly increased to obtain intra-individually size-matched reflex types. Data of these four individuals (two neurologically intact, two with SCI) were excluded from the between-subjects comparisons (neurologically intact, SCI) of the recovery cycles of the H reflex and the PRM reflex of the right soleus. Between these two reduced groups with eight individuals each, there were no statistical differences between the ratios of the control-H reflex to Mmax (neurologically intact: 23.1 ± 1.8%; SCI: 26.2 ± 1.0%; t11.389 = 1.509, P = .158, d = .755) nor between the ratios of the control-PRM reflex to Mmax (neurologically intact: 23.8 ± 1.3%; SCI: 28.1 ± 2.0%; t14 = 1.786, P = .096, d = .893).
Recovery cycles of size-matched H reflexes and PRM reflexes of soleus
Representative EMG responses to paired tibial nerve stimulation and transcutaneous SCS in a neurologically intact individual and an individual with SCI are shown for a sub-set of the studied conditioning-test intervals in Fig 1.
When comparing the recovery cycles of the H reflexes between subject groups (neurologically intact, SCI; n = 8 each), no statistical differences were found (Fig 2A(i)). Specifically, the mixed ANOVA of the normalized peak-to-peak amplitude (second to first response) revealed no significant effect of neurological status (F(1,14) = 2.284, P = .153, ŋp2 = .140), nor a significant interaction between neurological status and conditioning-test interval (F(2.130,29.824) = .996, P = .386, ŋp2 = .066). On the other hand, the PRM reflexes exhibited stronger suppression in the neurologically intact group compared to the individuals with SCI (Fig 2A(ii)). There was a significant main effect of neurological status (F(1,14) = 6.166, P = .026, ŋp2 = .306). The interaction effect between neurological status and conditioning-test interval was not significant (F(1.351,18.916) = 2.484, P = .124, ŋp2 = .151).
When comparing the two reflex types within the neurologically intact group (n = 10), the PRM reflexes showed a stronger suppression than the H reflexes (Fig 2B(i)). The repeated measures ANOVA demonstrated a significant main effect of reflex type (F(1,9) = 91.062, P < .0001, ŋp2 = .910) as well as a significant interaction between reflex type and conditioning-test interval (F(13,117) = 11.469, P < .0001, ŋp2 = .560). Bonferroni-adjusted post-hoc tests revealed significantly smaller normalized test-PRM reflexes than H reflexes at all conditioning-test intervals of 60–2000 ms (S1 Table). Within the group of individuals with SCI (Fig 2B(ii)), the recovery cycles of the H reflexes and the PRM reflexes did not differ statistically. There was no significant main effect of reflex type (F(1,9) = 4.718, P = .058, ŋp2 = .344), nor a significant interaction effect between reflex type and conditioning-test interval (F(13,117) = .553, P = .886, ŋp2 = .058).
Recovery cycles of PRM reflexes of thigh and lower leg muscles
PRM reflexes were elicited in all participants and studied muscle groups, with the exception of responses in RF in two of the neurologically intact individuals and subjects 3 and 6 with SCI (declared as missing data). Mean peak-to-peak amplitudes ± SE of the control-PRM reflexes, considering both legs, were RF, 0.343 ± 0.201 mV in the neurologically intact individuals and 1.274 ± 0.480 mV in the individuals with SCI; BF, 1.001 ± 0.201 mV and 1.840 ± 0.448 mV; TA, 0.519 ± 0.076 mV and 0.662 ± 0.154 mV; and soleus, 1.240 ± 0.191 mV and 2.598 ± 0.460 mV. No differences in response sizes of BF (t18 = 1.709, P = .105, d = .540) and TA (t13.162 = .835, P = .419, d = .264) were detected between subject groups. The responses elicited in RF and soleus (considering left and right legs) were significantly larger in the individuals with SCI (RF, Z = 2.312, P = .02, d = .731; and soleus, t12.001 = 2.724, P = .018, d = .861). Representative responses to paired transcutaneous SCS for a sub-set of the studied conditioning-test intervals in a neurologically intact individual and an individual with SCI are shown in Fig 3.
The recovery cycles of the PRM reflexes of RF, BF, TA and soleus of the two subject groups are compared in Fig 4. The PRM reflexes of each muscle studied exhibited stronger recovery in the individuals with SCI. The respective mixed ANOVAs revealed significant main effects of neurological status (RF, F(1,14) = 5.032, P = .042, ŋp2 = .264; BF, F(1,18) = 10.145, P = .005, ŋp2 = .360; TA, F(1,18) = 10.920, P = .004, ŋp2 = .378; and soleus, F(1,18) = 439.337, P < .0001, ŋp2 = .142). For RF, there was no significant interaction between neurological status and conditioning-test interval (F(3.062,42.871) = 1.985, P = .129, ŋp2 = .264). The interaction effect was significant for BF (F(3.557,64.026) = 3.625, P = .013, ŋp2 = .168), TA (F(2.969,53.449) = 4.308, P = .009, ŋp2 = .193), and soleus (F(1.849,33.290) = 4.777, P = .017, ŋp2 = .210). Significant results of the Bonferroni-adjusted post-hoc tests, i.e., all conditioning-test intervals exhibiting statistical differences in PRM reflex recovery between subject groups, are highlighted by shaded backgrounds in Fig 4 and specified in S2 Table.
Within the neurologically intact group, the mixed generalized linear model analysis of the PRM-reflex recovery cycles of the four muscles studied was significant (F(7,19) = 352.748, P < .0001, ŋp2 = .992) (S1A(i) Fig). There was a significant main effect of muscle (F(3,15) = 8.021, P = .002, ŋp2 = .616) as well as a significant interaction effect between muscle and conditioning-test interval (F(3,28) = 3.430, P = .030, ŋp2 = .269). Bonferroni-adjusted pairwise post-hoc tests revealed faster and stronger recovery of PRM reflexes of the thigh than the lower leg muscles at several conditioning-test intervals between 150–500 ms (S1B(i) Fig, S3 Table).
Within the group of individuals with SCI, the mixed generalized linear model analysis of the PRM-reflex recovery cycles of the four muscles was also significant (F(7,42) = 34.205, P < .0001, ŋp2 = .851), with a significant main effect of muscle (F(3,265) = 23.448, P < .0001, ŋp2 = .210) as well as a significant interaction between muscle and conditioning-test interval (F(3,46) = 4.774, P = .006, ŋp2 = .237) (S1A(ii) Fig). Bonferroni-adjusted pairwise post-hoc tests revealed faster and stronger recovery of PRM reflexes of the thigh than the lower leg muscles, for RF at conditioning-test intervals between 40–150 ms and for BF at 500–2000 ms (S1B(ii) Fig, S3 Table). The conditioned RF-PRM reflexes could attain even higher peak-to-peak amplitudes than the control reflexes at intervals of 120–200 ms.
Discussion
We studied the recovery cycles of H reflexes and PRM reflexes in neurologically intact participants as well as individuals with SCI by paired stimuli at conditioning-test intervals of 20–5000 ms. When comparing the two subject groups, no statistical difference was found between the recovery cycles of the size-matched soleus-H reflexes, while the recovery of the soleus-PRM reflexes with increasing conditioning-test intervals demonstrated less depression in the individuals with SCI than in the neurologically intact participants. Within the neurologically intact group, the PRM reflex showed a stronger depression than the H reflex, whereas the recovery of the two reflex types did not differ in the SCI group. Further, between subject groups, the recovery of the PRM reflexes was stronger in bilateral RF, BF, TA, and soleus and occurred at shorter conditioning-test intervals in BF, TA, and soleus in the SCI individuals. Within the neurologically intact individuals, the PRM reflexes of the thigh muscles recovered more strongly than those of the lower leg muscles at conditioning-test intervals of 150–500 ms. In the individuals with SCI, the RF-PRM reflexes exhibited the strongest recovery of all muscles studied at conditioning-test intervals of 40–150 ms, and the conditioned response could even attain higher amplitudes than the controls. Additionally, the BF-PRM reflexes in this subject group showed stronger recovery than those of the lower leg muscles at intervals of 500–2000 ms.
H-reflex recovery cycles do not differ between neurologically intact and SCI individuals
The H-reflex recovery cycle obtained here in the neurologically intact group was consistent with that previously reported in literature [37,69,70]. The distinct phases of inhibition of the recovery cycle with the intermediate, superimposed facilitation result from various mechanisms each of which dominates at different conditioning-test intervals. At intervals up to 100 ms, the prevailing effects include excitability changes of the Ia afferents following the conditioning stimulus [71,72] as well as afterhyperpolarization and recurrent inhibition of the activated motoneurons [54,73]. For several hundreds of milliseconds, but less than a second, presynaptic inhibition of soleus Ia afferent terminals following the conditioning stimulus reduces the transmission through the reflex pathway [48,69]. The longest-lasting mechanism with durations of up to 15 s is homosynaptic depression, i.e., a decreased probability of neurotransmitter release from the same Ia afferents that had been involved in the conditioning input [45,46,74,75]. The facilitation at around 250 ms was ascribed to two potential mechanisms; ascending activity following the conditioning stimulus to supraspinal centers that could in turn alter the excitability of spinal motoneuron pools via descending projections [76–78], or facilitation through reafferent inflow to the spinal cord caused by the relaxation (stretch) following the conditioning muscle contraction [37,70]. The subsequent reduced excitability at around 500 ms was associated with the abrupt withdrawal of Ia inflow related to the rebound shortening of the ankle extensors [70] and the activity of secondary muscle spindle afferents with inhibitory effects on the spinal motoneuron pools of extensors [79].
The H-reflex recovery cycle established for the SCI group showed no statistical differences for the tested period of 20–5000 ms when compared with the neurologically intact participants. This finding contradicted our hypothesis, which based on the common understanding that presynaptic inhibition as well as homosynaptic depression are reduced in patients with spasticity following SCI [51]. Spinal spasticity affecting the lower extremities was present in all SCI participants of our study as reflected by the clinical grading of their hypertonia based on the MAS [58] as well as their significantly increased Hmax to Mmax ratios [54,80]. The reason that previous studies had found decreased depression of the H reflex in individuals with spasticity could be due to methodological differences. First, most studies measured H-reflex depression following a passive Achilles-tendon stretch [47] or in the course of trains of electrical stimulation applied to the tibial nerve [49,81]. In the latter studies, stronger H-reflex recovery in SCI was demonstrated as reduced low-frequency depression, i.e., the gradual fall in H-reflex size when series of H reflexes were elicited at frequencies of 1–10 Hz was less expressed [49]. It should be noted that the depression of the H reflex is incomplete after the initial two pulses of a stimulation train [69,82]. The mechanisms underlying homosynaptic depression might be related to neurotransmitter kinetics [83,84] or short-term homosynaptic plasticity (cf. [50]), processes that would not be fully manifested after merely two stimuli [75], and differences between neurologically intact and SCI individuals could be more strongly expressed with trains of stimuli. Secondly, those studies that employed the paired-pulse paradigm for studying the H-reflex recovery cycles had not matched the sizes of the (unconditioned) H reflexes between neurologically intact individuals and individuals with spinal spasticity. Grey and colleagues found reduced reflex depression in spastic individuals with SCI, but, with respect to the Mmax, the control-H reflexes were more than twice as large as those in the neurologically intact participants [52]. With less than 10% of Mmax, the control H reflexes in the healthy individuals were particularly small and the conditioned H reflexes were depressed to about 40% and 60% of the controls at 2 s and 5 s, respectively, vs. 75.3% and 92.9% in the current study. Their finding might hence be related to the fact that small H reflexes exhibit stronger depression when tested by the paired-pulse paradigm [70,85].
Dissimilarities between the soleus-PRM reflex and the H reflex
Differences in the way that the two reflexes are evoked may determine partially different spinal mechanisms underlying the respective recovery cycles. There is substantial data to suggest that PRM reflexes are essentially initiated within large-diameter afferent fibers originating from muscle spindle primary endings in the lower extremities [2–4,26,86–88]. However, due to the anatomical organization of the posterior roots at the stimulation site [6,89] and the relatively wide-spread effects of transcutaneous SCS [3,88], each single pulse at intensities as applied here simultaneously stimulated afferent fibers from various lower extremity nerves, opening the potential for heteronymous influences upon the soleus motoneuron pool.
The soleus motoneuron pool receives heteronymous monosynaptic Ia excitation from several lower extremity nerves, particularly from the femoral nerve [53,54,90–92]. Due to the sufficient duration of the homonymous monosynaptic excitatory postsynaptic potential, subliminally depolarized soleus motoneurons could be raised to firing threshold via heteronymous monosynaptic inputs [90]. A size-matched soleus PRM reflex would then require a smaller number of electrically stimulated afferents coming from the tibial nerve than the H reflex, but would depend on heteronymous facilitation.
For a duration of up to a second, the activation of multiple roots by transcutaneous SCS would produce a larger amount of presynaptic inhibition upon a successive soleus-PRM reflex than tibial nerve stimulation would exert upon the H reflex. Specifically, the simultaneous stimulation of Ia afferents from TA [69,90,93] and BF [44,94,95] by the first pulse would concomitantly exert presynaptic inhibition upon the homonymous Ia afferent terminals mediating the soleus PRM reflex evoked by the second pulse. Indeed, while heteronymous presynaptic inhibition of soleus Ia afferents was generally demonstrated by a conditioning tendon tap or brief tendon vibration (3 shocks at 200 Hz), it can be evoked by single-pulse electrical stimulation as well [44,96,97].
A further consequence of the multi-source presynaptic inhibition evoked by the first pulse would be a suppression of heteronymous Ia facilitation of a succeeding soleus-PRM reflex [54,90]. Finally, the heteronymous monosynaptic Ia facilitation adding to the size of the soleus-PRM reflex would, by itself, be subject to homosynaptic depression [56].
Soleus-PRM reflex depression is stronger in neurologically intact than in SCI individuals
As opposed to the H-reflex recovery cycles, the recovery cycles of the soleus-PRM reflexes were significantly different between the subject groups, with a striking suppression of the PRM reflexes in the intact group for durations characteristic for presynaptic inhibition. This observation supports the assumption of a multi-source heteronymous presynaptic inhibition of the soleus-PRM reflex and suggests its dramatic decrease after SCI [50]. In the SCI group, the long-lasting heteronymous presynaptic inhibition from flexor nerves following the first pulse would have been weaker [95] and heteronymous facilitation of the conditioned soleus PRM reflex evoked by the second pulse (due to reduced presynaptic inhibition of monosynaptic heteronymous Ia facilitation) would have been stronger [48]. Further, reduced homosynaptic depression of heteronymous facilitation from multiple roots [56] contributing to the PRM reflex size could have accentuated the reduced PRM reflex suppression in the SCI group.
H-reflex and soleus-PRM reflex recovery cycles differ in neurologically intact but not in SCI individuals
The significantly stronger suppression of the soleus-PRM reflex in the intact group at conditioning-test intervals of 60–2000 ms complementarily strengthens the hypothesis of its dependence on additional facilitatory inputs (which are suppressed with repeated stimulation) when compared with the H reflex, and/or that the multi-root input produces stronger cumulative inhibition. The lack of difference between the H-reflex and soleus-PRM reflex recovery cycles in the SCI group could consequently be explained by dysfunction of the additional inhibitory mechanisms recruited by the multi-root stimulation.
PRM-reflex recovery cycles of thigh and lower leg muscles are different between neurologically intact and SCI individuals
The recovery of the PRM reflexes was stronger in all studied muscles and faster in BF, TA, and soleus in the SCI individuals. At the intensities applied here, concomitantly evoking PRM reflexes in thigh and lower leg muscles, the PRM reflexes of each tested muscle would receive cumulative homonymous and heteronymous group I presynaptic inhibition from the multiple posterior roots stimulated [54], which contain afferent fibers of all major lower-extremity nerves. Among the known heteronymous actions, quadriceps receives strong presynaptic inhibition from knee and ankle flexor nerves, BF from TA, and soleus largely from TA and the hamstrings muscle group [44]. Heteronymous presynaptic inhibition from TA suppresses soleus- and quadriceps-H reflexes as well as reduces the heteronymous Ia facilitation from the femoral nerve to the soleus-H reflex [90]. Heteronymous presynaptic inhibition from BF depresses the soleus- and TA-H reflexes and the amount of femoral nerve-induced heteronymous Ia facilitation of the soleus- and TA-H reflexes [94]. Thus, heteronymous presynaptic inhibition would affect both homonymous monosynaptic Ia activation as well as the heteronymous monosynaptic Ia facilitation, upon which the PRM reflexes of each of the muscles studied likely depend [54,92,98]. The collective deficient presynaptic inhibition in the individuals with SCI would then explain the stronger and faster PRM reflex recovery for the different muscles tested when compared to the intact group.
At this point it is noteworthy to recall that regarding the H reflex, the recovery cycle is reflex-size dependent, and small H reflexes exhibit a slow recovery [39,70]. Here, the absolute EMG peak-to-peak amplitudes of RF- and soleus-PRM reflexes (considering left and right legs) were significantly smaller in the individuals with intact nervous system. However, the recovery cycles of the soleus-PRM reflex had shown a similar discrepancy between the subject groups (intact vs. SCI) even when the reflex sizes were size-matched (right legs only). Hence, any potential influence of reflex size on the recovery cycles was likely limited to the RF-PRM reflexes.
PRM-reflex recovery cycles differ between thigh and lower leg muscles
In both subject groups, the PRM reflexes of RF and BF showed a stronger recovery than the lower leg muscles. The stronger recovery could be a not yet described motor control feature inherent to the stretch reflexes of the thigh muscle groups given by a lesser degree of homosynaptic depression and/or homonymous presynaptic inhibition upon repetitive activation compared with the lower leg muscles. Independently, the discrepancy between the recovery cycles of the thigh vs. the lower leg PRM reflexes was specifically apparent at intervals corresponding to the intermediate reflex recovery at 200 ms and 250 ms. This may suggest that reafferent inflow to the spinal cord following the muscle contraction generated by the first pulse [37,70] might play a more prominent role in the thigh muscles. Consistent with this assumption is also the sudden drop of the thigh muscle recovery cycles at 300 ms, that could be explained by the withdrawal of Ia inflow caused by the subsiding stretch or rebound shortening of the homonymous muscle [70].
Conclusions
The soleus-PRM reflex and the H reflex differ in one of their key characteristics, i.e., their recovery cycles when tested by paired pulses, in neurologically intact individuals. The marked suppression of the soleus-PRM reflex could be explained by its dependence on heteronymous Ia facilitation as well as a strong cumulative heteronymous presynaptic inhibition following the multi-root stimulation. Such difference between the reflex types will have important implications when PRM reflexes are used in motor control studies, as their excitability changes caused by conditioning inputs may be influenced by presynaptic modulation of their homonymous and heteronymous connections. The substantial difference of the soleus-PRM reflex recovery cycles between intact and SCI individuals could be used as a sensitive measure in interventional studies of spasticity, as it likely results from the collective dysfunction of a wide range of spinal inhibitory mechanisms following SCI, probed simultaneously by transcutaneous SCS. The recruitment of multiple sources of inhibition acting at a presynaptic site might be also a key mechanism underlying the antispasticity effect of SCS [99,100]. The different recovery behavior of thigh and lower leg muscle reflexes may imply that during movement, presynaptic spinal mechanisms would maintain different levels of efficacy of the Ia-motoneuron synapse for diverse muscles.
Supporting information
S1 Fig [a]
Within-subject comparison of the recovery cycles of PRM reflexes of thigh and lower leg muscles.
S1 Table [pdf]
Mean normalized peak-to-peak amplitudes ± SE of the H reflex and PRM reflex of soleus, respectively, derived from the neurologically intact individuals (n = 10) at conditioning-intervals exhibiting significant differences between reflex types along with p-values of Bonferroni-adjusted post-hoc pairwise comparisons.
S2 Table [pdf]
Mean normalized peak-to-peak amplitudes ± SE of PRM reflexes of biceps femoris, tibialis anterior and soleus, respectively, at conditioning-intervals exhibiting significant differences between subject groups along with p-values of Bonferroni-adjusted post-hoc pairwise comparisons.
S3 Table [pdf]
Mean normalized peak-to-peak amplitudes ± SE of PRM reflexes of rectus femoris (RF), biceps femoris (BF), tibialis anterior (TA) and soleus, respectively, derived from neurologically intact participants and individuals with spinal cord injury at conditioning-test intervals exhibiting significant differences between muscles along with p-values of Bonferroni-adjusted post-hoc pairwise comparisons.
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