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Mechatronics Engineering
January-2019
Muscle Spindle
Every day we move around endlessly, walking, exercising, etc. We perform these tasks without
thinking about it. In fact, for the human body to make the simplest motion, such as lifting an arm,
requires the human brain to perform a dozen calculations and control many complex procedures. Some
muscles have to contract while others to expand. The final goal is reached through careful control of the
muscles via feedback which provides the brain with information on the current situation of the different
parts of the body.
One such feedback mechanism is proprioception which contains information on the current location of
body parts and the situation they are in. This is made possible by sensors, called proprioceptors, located
in the muscles. Examples of proprioceptors include the muscle spindle and the Golgi tendon organ. The
former provides length information of the muscle and the latter detects changes in the muscle stretch.
Such information is useful for the brain when attempting to control the motion of the body parts. In this
tutorial we will focus on the muscle spindle. First, a detailed anatomical and physiological description of
the muscle spindle’s structure and function is given. In this part it is explained where exactly the muscle
spindle is located and what it does. Then, a mathematical model, which is currently accepted generally,
is discussed.
1. Skeletal muscles: Movements that are performed consiously, are carried out by these muscles. Most of
them are attached to two bones across a joint, so the muscle serves to move parts of those bones close
to each other.
2. Smooth muscles: the muscles found inside organs such as the intestines as well as blood vessels and
contract to move substances through the organ. Movements casued by this type of muscle is involuntary.
3. Cardiac muscle: this muscle is found only in the heart and has characteristics of both skeletal and
smooth muscles.
Figure 1: Types of muscles
Our focus here is on skeletal muscles that provide us the ability to move our body parts voluntarily. The
structure of such a muscle can be seen in the figure 3.
Figure 2: The connection of a muscle to bones causing them to move when it is contracted or released
The entire muscle, as well as the individual cells, is wrapped in collagen. Near the end the collagen
merges to form the tendons, which attach the muscle to the bone. It is through this connective tissue that
the force generated by the individual cells is transmitted to the bone. A group of muscle cells are bundled
together by collagen to form a fascicle. Since muscle cells are elongated and cylindrical, each muscle cell
is usually called a muscle fiber. In skeletal muscle, the muscle fibers are very large, multinucleated, and
up to several millimeters in length. A skeletal muscle is attached to two bones connected by a joint. This
system acts as a kinematic chain in which the links are moved through the contraction of the muscle. In
order to control this system, the brain needs information on the current positions of the individual links
and therefore the length information of the muscle fibers. This information is provided through several
feedback sources.
One of the available feedback mechanisms is proprioception. Literally, proprioception means “sense of
self” and it is described as our sense of the relative positions of our body parts and the strength of effort
being employed in movements. Proprioception is provided by proprioceptors, which are sensors nested
in the skeletal muscles and the tendons. The muscle spindle is one type of proprioceptor that provides
information about changes in muscle length.
Muscle spindles are small sensory organs that are enclosed within a capsule. They are found
throughout the body of a muscle, in parallel with extrafusal fibers. Within a muscle spindle, there are
several small, specialized muscle fibers known as intrafusal fibers. Intrafusal fibers have contractile
proteins (thick and thin filaments) at either end, with a central region that is devoid of contractile proteins.
The central region is wrapped by the sensory dendrites of the muscle spindle afferent. When the muscle
lengthens and the muscle spindle is stretched, this opens mechanically-gated ion channels in the sensory
dendrites, leading to a receptor potential that triggers action potentials in the muscle spindle afferent.
Modelling
In this section we give a, as much as possible, simple model of the spindle which consists of
mathematical elements that are closely related to the anatomical parts of the spindle and show the same
physiological properties. We begin by giving a general description of the spindle model. We then continue
by examining the individual blocks. Next the model for an intrafusal fiber is considered and the underlying
equations are explained in detail. For this purpose, first, the fusimotor activation is addressed. Secondly
the mechanics of stretch within the intrafusal fiber is analyzed. Finally, sensory transduction from stretch
to afferent endings is formulized. Ultimately, we describe the afferent firing model that deals with
nonlinear summation between the intrafusal fibers’ transduction regions.
The dynamic range of the nerve impulses or action potentials fired from the nerve to activate the
muscle is limited. Nevertheless, the spindle should be capable of sensing and accurately encoding the
length and velocity over a wide range of kinematic conditions. In order to be able to accomplish this, the
sensitivity to length or velocity has to be shifted by means of specialized fusimotor efferents (γ
motorneurons). These efferents can be divided into dynamic fusimotor efferent and the static fusimotor
efferent, which signal the transitions in phase and the intended movement of the motor unit to the CNS
respectively. The bag 1 fiber is primarily sensitive to the velocity of the spindle, i.e. its rate of stretching;
hence it has dynamic fusimotor efferent endings located on it. The bag 2 and chain fibers are modulated
via static fusimotor efferents and contribute mainly to length sensitivity.
The feedback to the CNS containing length and velocity information from the muscle is collected via
the afferent endings which are nerve fibers wound around the intrafusal fibers. The primary afferent signal
is provided through group Ia fibers which have their endings attached to the region in the middle of all
three types of the intrafusal fibers. The secondary endings, located a little further from the middle of only
the bag 2 and chain fibers, generate the secondary afferent signal which corresponds primarily to
information on the length of the muscle.
Now, we are going to construct a model of the spindle based on the anatomical and physiological
descriptions explained above. The model is composed of three intrafusal fiber models corresponding to a
bag 1, bag 2 and a chain fiber. At its input, the system receives the fascicle length (L) and two fusimotor
inputs, the static and the dynamic fusimotor, in the form of potential spikes. From these inputs the model
generates two output signals which are to be fed to the CNS via the primary and the secondary afferents.
The three intrafusal models are similar in the constituent blocks but have different coefficients to
account for the differences in their physiological behaviors. Each intrafusal fiber model responds to two
inputs: the fascicle length (L; in units of L0, which represents the optimal muscle fascicle length) and the
relevant fusimotor drive (in the case of bag1 fiber it is dynamic fusimotor drive (γdynamic), whereas in the
case of bag2 it is chain static fusimotor drive (γstatic)). The outputs of the intrafusal fiber models are
combined to produce the final outputs of the model i.e. the primary (Ia) and secondary (II) afferent activity.
In the coming sections we will first explain the intrafusal fiber model in more detail. We do so by first
considering the fusimotor activation. Next the mechanics of stretch within the intrafusal fiber is analyzed.
Finally it is clarified how stretch information is converted to signals for the afferent endings. In the second
major section it is explained how the intrafusal fibers’ outputs are nonlinearly summed to yield the
afferent firing model.
Г2 Coef. of force generation due to stat. fusimotor input [FU] 0.0639 0.0954*
FUSIMOTOR ACTIVATION
Fusimotor activation is done by the application of action potentials. Hence the fusimotor inputs of the
model are in the form of a sequence of potential spikes with a specific frequency (γdynamic or γstatic in pulses
per second). The frequency of these action potentials has to be converted to an activation level (fdynamic or
fstatic, defined within range 0 to 1) in order to be applied to the mechanical building blocks in the model.
To do this an equation similar to the Hill equation in biochemistry, which is used to describe the fraction
of a macromolecule saturated by ligand as a function of the ligand concentration, is utilized in order to
account for the saturation effects that take place at high fusimotor stimulation frequencies.
In addition, the model incorporates the different temporal properties of intrafusal fiber responses that
were measured previously for individual intrafusal fibers in response to step changes in fusimotor
activation. These different temporal properties are thought to arise from differences in the spread of
activation in twitch muscle fibers that propagate action potentials (including chain fibers) versus tonic
muscle fibers where synaptic depolarization spreads electrotonically (including bag fibers), as well as
being related to differences in calcium kinematics. To model these differences, low-pass filters between
the fusimotor inputs and the equivalent activation levels were introduced for the two relatively slow bag
intrafusal fibers.
The following equations were used to convert the actual fusimotor frequency (dynamic or static) to an
equivalent activation level (fdynamic or fstatic) for three types of intrafusal fibers:
𝛾𝑃
𝑑𝑦𝑛𝑎𝑚𝑖𝑐
𝑃 𝑝 −𝑓𝑑𝑦𝑛𝑎𝑚𝑖𝑐
𝑑𝑓𝑑𝑦𝑛𝑎𝑚𝑖𝑐 𝛾𝑑𝑦𝑛𝑎𝑚𝑖𝑐 −𝑓𝑒𝑟𝑞
𝑏𝑎𝑔1
= for bag1 fiber, which saturates at about 100 pps
𝑑𝑡 𝜏
𝛾𝑃𝑠𝑡𝑎𝑡𝑖𝑐
𝑝 −𝑓𝑠𝑡𝑎𝑡𝑖𝑐
𝑑𝑓𝑠𝑡𝑎𝑡𝑖𝑐 𝛾𝑃
𝑠𝑡𝑎𝑡𝑖𝑐 −𝑓𝑒𝑟𝑞𝑏𝑎𝑔2
= for bag2 fiber, which saturates at about 100 pps (1)
𝑑𝑡 𝜏
𝑃
𝛾𝑠𝑡𝑎𝑡𝑖𝑐
𝑓𝑠𝑡𝑎𝑡𝑖𝑐 = 𝑃 𝑝 for chain fiber, which saturates at about 150 pps
𝛾𝑠𝑡𝑎𝑡𝑖𝑐 +𝑓𝑒𝑟𝑞𝑐ℎ𝑎𝑖𝑛
where L is fascicle length, LPR is polar region length, and L0SR is the unloaded sensory region length, all
in units of L0. The polar region is modeled as a spring with a spring constant K PR and a parallel contractile
element that consists of an active force generator and a damping element, both of whose properties are
modulated by fusimotor input. The tension within this region is equal to
̇ ̈ ) × 𝑎𝑏𝑠(𝐿𝑃𝑅
𝑇 = 𝑀 × 𝐿𝑃𝑅 + 𝛽 × 𝐶 × (𝐿𝑃𝑅 − 𝑅) × 𝑠𝑖𝑔𝑛(𝐿𝑃𝑅 ̇ )𝑎 + 𝐾𝑃𝑅 × (𝐿𝑃𝑅 − 𝐿𝑃𝑅 ) + Г (3)
0
Where
And
M refers to the intrafusal fiber mass required for computational stability in a series-elastic system with
velocity-dependent contractility. L0PR is the polar region’s rest length. β represents the polar region’s
damping term; increases in β result in increases in the velocity sensitivity of the primary afferent, which
plays an important role in modulating the spindle’s behavior during dynamic fusimotor stimulation of
bag1 fiber (β1) (the only intrafusal fiber receiving dynamic fusimotor drive).
By contrast, static fusimotor activation produces a small decrease in β (note that β2 is negative). Γ is
defined as the active-state force generator term; increases in Γ result in an increase in the bias activity of
the dependent afferent. Static fusimotor input causes a sustained, strong contraction within the bag2 and
chain polar regions (Γ2 * fstatic), producing a stretch in the sensory region and a bias in the afferent activity.
Dynamic fusimotor input produces a similar but much weaker effect (Γ2 * fdynamic). The model
incorporates the experimentally observed nonlinear velocity dependency of the spindle’s afferent
response and was modeled with the velocity power term ( 𝐿̇𝑃𝑅 )a. C is a constant describing the
experimentally observed asymmetric effect of velocity on force production during lengthening and
shortening. Although this asymmetry has been observed directly only in extrafusal striated muscle, we
have assumed its existence also in the case of the intrafusal fiber’s contractile polar region. C was set to
unity during polar region lengthening (C = CL = 1) and to CS during shortening (C = CS). Finally, the model
incorporates the length dependency of the force–velocity relationship (term LPR - R), where an increase in
fascicle length results in increased slope of the force–velocity relationship for slow to moderate velocities.
This effect, observed in extrafusal fibers, is believed to result from the influence of myofilament lattice
spacing on cross-bridge kinetics. Under most physiological conditions the sarcomere length of the
intrafusal fiber’s polar region tends to follow that of extrafusal fibers, so the extrafusal fiber
measurements were used to estimate the length (R) of the polar region of intrafusal fibers for this effect
(assuming that length changes in sensory region are minor comparing to those in the polar region).
More specifically, when the channels open, Na+ ions move into the axon of the neuron cell, causing
depolarization. This marks the beginning of the action potential. This depolarization travels through the
axon by the consequent depolarization of adjacent segments. Repolarization occurs when the K+ channels
open and K+ ions move out of the axon, creating a change in polarity between the outside of the cell and
the inside. In the afferents attached to the intrafusal fibers, stretching of the afferent endings causes the
ion channels to open which results in depolarization. Hence to obtain the afferent firing rate, the stretch
in the afferent endings has to be evaluated first. In our spindle model, the stretches in the sensory and
polar regions are independently calculated for each intrafusal fiber to determine their potential
contributions to afferent firing. Because tensions in equations 2 and 3 are the same, the sensory region’s
equation for tension (equation 2) can be rearranged to express polar region length (LPR) in terms of tension
(T) and fascicle length (L). This polar region length is then substituted into equation 3 to obtain a second-
order differential equation of tension in terms of fascicle length.
𝑆𝑅 𝑎
𝐾 𝑇̇ 𝑇̇ 𝑇 𝑇
𝑇̈ = × [𝐶 × 𝛽 × 𝑠𝑖𝑛𝑔 (𝐿̇ − ) × 𝑎𝑏𝑠 (𝐿̇ − ) × (𝐿 − 𝐿𝑆𝑅
0 − − 𝑅) + 𝐾 𝑃𝑅 × (𝐿 − 𝐿𝑆𝑅
0 − − 𝐿𝑃𝑅
0 )+
𝑀 𝐾 𝑆𝑅 𝐾 𝑆𝑅 𝐾 𝑆𝑅 𝐾 𝑆𝑅
̈ Г − 𝑇]
𝑀×𝐿+ (6)
Because the primary afferent endings are located on the sensory regions of all three intrafusal fibers,
the stretch in the sensory region of each intrafusal fiber is calculated (T/KSR). Once the afferent endings
are stretched passed a certain sensory region length (sensory region threshold length: LNSR) the ion
channels open and depolarization/impulse generation takes place. The stretch above the threshold length
is scaled by a constant G (the term that relates the stretch of the intrafusal fiber’s sensory region to
primary afferent firing) to obtain the intrafusal fiber’s contribution to the activity of the primary afferent
(before nonlinear intrafusal fiber firing summation between bag1 and combined bag2 and chain fiber
models)
𝑇
𝐴𝑓𝑓𝑒𝑟𝑒𝑛𝑡_𝑃𝑜𝑡𝑒𝑛𝑡𝑖𝑎𝑙𝑃𝑟𝑖𝑚𝑎𝑟𝑦 = 𝐺 × [ − (𝐿𝑆𝑅 𝑆𝑅
𝑁 − 𝐿0 )] (7)
𝐾𝑆𝑅
Contrary to the primary afferent endings, the secondary afferent transduction zones are located more
eccentrically, straddling both sensory and polar regions of bag2 and chain intrafusal fibers. Therefore,
action potential generation reflects the stretch in both sensory and polar regions
𝐿𝑠𝑒𝑐𝑜𝑛𝑑𝑎𝑟𝑦 𝑇 𝐿𝑠𝑒𝑐𝑜𝑛𝑑𝑎𝑟𝑦 𝑇
𝐴𝑓𝑓𝑒𝑟𝑒𝑛𝑡𝑃𝑜𝑡𝑒𝑛𝑡𝑖𝑎𝑙𝑠𝑒𝑐𝑜𝑛𝑑𝑎𝑟𝑦 = 𝐺 × [ ×[ − (𝐿𝑆𝑅 𝑆𝑅
𝑁 − 𝐿0 )] + (1 − 𝑋) × × (𝐿 − − 𝐿𝑆𝑅
0 −
𝐿𝑆𝑅
0 𝐾𝑆𝑅 𝐿𝑃𝑅
0 𝐾𝑆𝑅
𝐿𝑃𝑅
𝑁 )] (8)
X represents the percentage of the secondary afferent located on the sensory region, which can vary
among spindles. The stretch within the part of the secondary afferent that is located on the sensory region
is obtained by multiplying X by sensory region stretch above the sensory region threshold length (L NSR)
and normalizing it by the ratio of the secondary afferent rest length (Lsecondary) and sensory region rest
length (L0SR). The stretch within the part of the secondary afferent located on the polar region is similarly
obtained. The polar region length at and above which secondary afferent sensory endings are stretched
is defined as the polar region threshold length (LNPR). Once the stretches of the secondary afferent portions
that are located on both sensory and polar regions are obtained, they are summed together and multiplied
by G to obtain the intrafusal fiber contribution to secondary afferent firing.
The secondary afferent output is simply the sum of the outputs of bag 2 and chain intrafusal fiber models.
However, the primary afferent output is more complex due to an experimentally observed effect called
partial occlusion. This occurs during simultaneous static and dynamic fusimotor stimulation which
produces an afferent response that is greater than the larger of the individual responses (during either
static or dynamic fusimotor stimulation) but smaller than their sum. Though the mechanism responsible
is yet to be fully know, it has been well described experimentally and thus, it is incorporated in the model.
To obtain the primary afferent, a nonlinear summation is carried out between the bag 1 and the combined
bag 2 plus chain intrafusal fiber outputs, inorder to account for the partial occlusion. More specifically,
the driving potentials produced by bag1 and combined bag2 and chain intrafusal fibers are compared and
the larger of the two plus a fraction (S) of the smaller are summed to obtain the primary afferent firing.
Model verification
The figures below shows experimental results on the primary afferent output and compares it with the
model’s response to similar inputs during ramp-and-hold and triangular stretches. Several conditions are
tested including situations in which the no fusimotor activation is present. It is evident that the model
closely agrees the experimental data.
Figure8 : Spindle model performance during 6-mm whole muscle ramp stretches. Primary afferent response at 3 different
velocities (whole muscle stretches at 5, 30, and 70 mm/s; fascicle stretches at 0.11, 0.66, and 1.55L0/s; fascicle length changes
0.95–1.08L0) were performed in the absence of fusimotor stimulation (A, B, C), during constant dynamic fusimotor stimulation
at 70 pps (D, E, F), and during constant static fusimotor stimulation at 70 pps (G, H, I). Solid thin lines represent model output;
experimental data are shown as dots _. Secondary afferent responses at 3 different velocities (whole muscle stretches at 5, 30,
and 50 mm/s; fascicle stretches at 0.11, 0.66, and 1.12L0/s) are compared with the secondary afferent activity from 2 different
muscle spindles (shown as+, . ) originating from the same experimental preparation (J, K, L).
Figure9: Model’s ability to capture primary afferent activity during triangular stretches. Whole muscle (8 mm) stretches
(fascicle length changes 0.90–1.08L0) at 8 mm/s (fascicle stretches at 0.18L0/s) were performed during constant dynamic (A,
B, C) or static (D, E, F) fusimotor stimulations at 3 different frequencies (35, 70, and 200 pps). Solid thin lines represent model
output; experimental data are shown as dots.
Summary
Muscle spindles are proprioceptors located in the muscle. Each spindle provides the brain with
information on the length of a single fascicle and its rate of change. A typical muscle spindle consists of
three types of special fibers called intrafusal fibers, which lie in parallel with the fibers of the muscle.
These fibers combine to generate static and dynamic information of the muscle length. This information
is fed back to the brain via the primary and the secondary afferents. The mathematical model of the
muscle spindle contains three separate intrafusal fiber models. The outputs of these are summed non-
linearly to produce the output action potentials.
When modelling the intrafusal fibers, one has to distinguish between a sensory and a polar region. The
former has afferent endings wound around it and produces the action potentials that are transmitted to
the brain. The latter has fusimotor endings which are used to control the spindle’s sensitivity. Two
fusimotor drives are provided to the model as inputs. The other input is the fascicle length.
References
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