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973240

research-article2020
CARXXX10.1177/1947603520973240CARTILAGEKabir et al.

Basic Research Article


Cartilage

Assessment of Native Human Articular


1­–11
© The Author(s) 2020
Article reuse guidelines:
Cartilage: A Biomechanical Protocol sagepub.com/journals-permissions
DOI: 10.1177/1947603520973240
https://doi.org/10.1177/1947603520973240
journals.sagepub.com/home/CAR

Wassif Kabir1,2 , Claudia Di Bella2,3,4, Peter F.M. Choong2,3,4,


and Cathal D. O’Connell2,5

Abstract
Objectives. Recapitulating the mechanical properties of articular cartilage (AC) is vital to facilitate the clinical translation
of cartilage tissue engineering. Prior to evaluation of tissue-engineered constructs, it is fundamental to investigate the
biomechanical properties of native AC under sudden, prolonged, and cyclic loads in a practical manner. However,
previous studies have typically reported only the response of native AC to one or other of these loading regimes. We
therefore developed a streamlined testing protocol to characterize the elastic and viscoelastic properties of human
knee AC, generating values for several important parameters from the same sample. Design. Human AC was harvested
from macroscopically normal regions of distal femoral condyles of patients (n = 3) undergoing total knee arthroplasty.
Indentation and unconfined compression tests were conducted under physiological conditions (temperature 37 °C and
pH 7.4) and testing parameters (strain rates and loading frequency) to assess elastic and viscoelastic parameters. Results.
The biomechanical properties obtained were as follows: Poisson ratio (0.4 ± 0.1), instantaneous modulus (52.14 ±
9.47 MPa) at a loading rate of 1 mm/s, Young’s modulus (1.03 ± 0.48 MPa), equilibrium modulus (7.48 ± 4.42 MPa),
compressive modulus (10.60 ± 3.62 MPa), dynamic modulus (7.71 ± 4.62 MPa) at 1 Hz and loss factor (0.11 ± 0.02).
Conclusions. The measurements fell within the range of reported values for human knee AC biomechanics. To the
authors’ knowledge this study is the first to report such a range of biomechanical properties for human distal femoral
AC. This protocol may facilitate the assessment of tissue-engineered composites for their functionality and biomechanical
similarity to native AC prior to clinical trials.

Keywords
articular cartilage, knee, biomechanics, mechanical testing

Introduction native human articular cartilage.4-6 Furthermore, the vast


majority of preclinical studies fail to report the biomechani-
Loss of mechanical integrity is an irreversible consequence cal properties of neocartilage as a key outcome parameter.7,8
of damage to articular cartilage (AC). One of the most preva-
lent examples of damaged AC is knee osteoarthritis, which is
the main reason for knee replacement surgery and a global 1
Faculty of Medicine, Dentistry and Health Sciences, University of
health burden.1 The pathophysiology of knee osteoarthritis is Melbourne, Parkville, Victoria, Australia
complex. Altered joint mechanics in AC engenders an abnor- 2
BioFab3D, Aikenhead Centre for Medical Discovery, St. Vincent’s
mal pattern of stress distribution which modifies the stress Hospital, Fitzroy, Victoria, Australia
3
and strain fields experienced by cells embedded in cartilage Department of Orthopaedics, St. Vincent’s Hospital, Fitzroy, Victoria,
Australia
matrix. These trigger signaling pathways that inhibit chon- 4
Department of Surgery, University of Melbourne, Parkville, Victoria,
drogenesis, reduce cell viability and effect biochemical alter- Australia
ations in the matrix.2 The net result is the cartilage softening, 5
Discipline of Electrical and Biomedical Engineering, School of
fibrillation and degeneration observed in osteoarthritic knees. Engineering, RMIT University, Melbourne, Victoria, Australia
Current therapeutic strategies to repair AC such as matrix-
Supplementary material for this article is available on the Cartilage
induced autologous chondrocyte implantation (MACI), website at https://journals.sagepub.com/home/car.
osteochondral grafting, and microfracture have generally
produced biomechanically poor fibrocartilage.3 Although Corresponding Author:
Cathal D. O’Connell, BioFab3D, Aikenhead Centre for Medical
promising results have been obtained in tissue engineering Discovery, St. Vincent’s Hospital, BioFab3D, 1st Floor, Clinical Sciences
approaches for cartilage repair in animal models, most tissue- Building, 29 Regent Street, Fitzroy, Victoria 3065, Australia.
engineered constructs lack the biomechanical qualities of Email: cathal.oconnell@svha.org.au
2 Cartilage 00(0)

Figure 1.  Schematic representation of the biomechanical testing sequence consisting of initial indentation, dynamic compression,
cyclic loading, and repeat indentation tests. Four separate sites on the chondral surface (depicted by small arrows diverging from the
indenter tip to the cartilage) of each sample were indented for each calculation of the instantaneous or Young’s modulus. The dynamic
compression step and cyclic compressive loading steps were repeated sequentially 4 times before moving onto the final indentation
step. AC, articular cartilage; SB, subchondral bone.

Whether tissue-engineered cartilage is able to withstand one native AC sample relative to another or to tissue-engi-
mechanical loading in the same way as native human articu- neered cartilage.
lar cartilage is therefore an important question that must be The material properties of articular cartilage have been
answered using biomechanical testing methods prior to clini- extensively studied using indentation and unconfined com-
cal translation. pression testing. In such studies, the influence of various fac-
Articular cartilage is frequently modelled as a single- tors on the derivation of cartilage mechanical properties has
phase, incompressible, elastic solid with an instantaneous been thoroughly analyzed, including the effect of patient fac-
elastic response under instantaneous loading, while under tors like aging,18,19 tissue factors such as cartilage thickness20
sustained deformation, AC exhibits viscoelastic qualities and mucopolysaccharide or water content of the matrix,19,21
with a time-dependent, asymptotic approach to an equilib- biomechanical factors such as topographical variation of
rium stress response.9,10 Various biomechanical models joint contact stresses,9,22,23 and instrumental factors such as
have been developed for AC, such as the simple linear mono- indenter geometry,24 indentation depth,21,25 and the type of
phasic elastic model11 and the more complex linear bipha- elastic or viscoelastic model applied.10,26,27 However, the
sic,12,13 poroviscoelastic,14 fibril-reinforced poroelastic,15 and majority of biomechanical studies of AC have utilized ani-
transversely isotropic biphasic,16 models. Despite the con- mal samples, particularly bovine AC.21,24,27 Those that have
sideration of mechanical nonlinearity in sophisticated mod- used human cartilage have evaluated either the equilibrium,
els, modeling cartilage as a homogenous, isotropic material instantaneous or dynamic response to loading rather than all
is practically convenient in the laboratory and it allows the of these on a single sample.13,28,29
measurement of equilibrium and instantaneous elastic The functional mechanical testing protocol established
responses of a cartilage matrix to applied loads in uncon- herein aimed to measure the elastic properties under instan-
fined compression, confined compression, and indentation taneous and equilibrium loading conditions, as well as vis-
geometries.1 The dynamic viscoelastic behavior of native coelastic properties under dynamic loading conditions
AC may be assessed under cyclic compression to yield the through a sequence of tests in indentation and unconfined
storage moduli, loss moduli, and thereby the loss factor compression geometry (Fig. 1). In doing so, this protocol
using sinusoidal wave analysis.17 This system of mechani- aims to facilitate an efficient systematic approach to mechan-
cal testing can be used to assess mechanical properties of ical testing of native human knee AC and tissue-engineered
Kabir et al. 3

cartilage such that the functionality of the latter may be ade- served as the platform for the petri dish. A photograph of the
quately assessed in tissue engineering studies. test setup is provided in the supporting information (Sup-
plemental Figure S2).
Methods
Poisson Ratio Calculation.  In unconfined compression geom-
For the purposes of protocol validation, a preliminary set etry, the mover arm fitted with a 25 mm metal platen was
of test samples were obtained, following institutional lowered until it came into contact with the cartilage surface
approval (HREC-A 143/16) and informed consent from and the load measured in real time using a 50 lb load-cell.
patients (n = 3; 77-year-old female, 71-year-old male, and The minimum load required to achieve even contact with
71-year-old male) undergoing total knee arthroplasty at St. the chondral surface was set as the zero or baseline value.
Vincent’s Hospital, Victoria, Australia. In particular, the Then 20% axial compression was applied at 0.01 mm/s and
“distal femoral cuts” of femoral condyles were acquired the compression was observed in real time using video
during each operation. microscopy. The sample was allowed to stress-relax until
equilibrium, at which point photos of the samples were
Biomechanical Testing Protocol taken horizontally. The axial strain was measured between
the top platen and bottom of the OC plug and the lateral
Osteochondral Sample Preparation.  The distal femoral con-
strain was measured from the horizontal expansion of the
dyles were carefully inspected for macroscopically normal
cartilage layer at equilibrium. Using image processing
looking cartilage with no signs of degeneration or fibrilla-
(ImageJ software), the ratio of the average lateral strain to
tion. Cylindrical osteochondral (OC) plugs were obtained
average axial strain was calculated to optically determine
from condyles using a core extruder of 8 mm diameter. the Poisson ratio, similar to previous studies.22,31
Three plugs each were obtained from 2 patients and 2 plugs
obtained from one patient, resulting in a total of 8 samples.
Following extrusion, the bottom bony surface of each OC Mechanical Testing Sequence
plug was immediately shaped via cutting and sanding to be
Indentation.  First, stepwise indentation tests were per-
orthogonal to the cartilage surface, using a Dremel 3000-
formed at 1 mm/s for strains of 0% to 5%, 5% to 8%, and
2/30 Rotary Tool at 35,000 rpm. The OC plugs were stored
8% to 10%, with 300 seconds relaxation to equilibrium
in phosphate-buffered saline (PBS) containing 1% penicil-
between each step. Indentations were performed either with
lin/streptomycin and protease inhibitor cocktail (Roche
a diameter flat-ended cylindrical indenter of diameter 0.36
Complete Mini EDTA-free) at 4 °C for 24 to 48 hours prior
mm or 0.5 mm. The indenters had polished edges and were
to testing. These steps are outlined in the supporting infor-
cleaned with paraffin oil before and after each experiment.
mation (Supplemental Figure S1).
After the indenter (see Supplemental Figure S2) was lifted
off the cartilage at the end of each indentation step, the por-
Cartilage Thickness and Area Measurement.  Cartilage thick-
table stereomicroscope (affixed to a clamp stand) was used
ness was measured using stereomicroscopy as per Burgin
to zoom in to the area of indentation to ensure that the
et al.30 The stereomicroscope was oriented perpendicular to
indenter had not penetrated or caused fissures in the carti-
the articular surface and used to capture images at four loca-
lage surface. Examination of the osteochondral unit for
tions around the perimeter. The cartilage was identified as
potential damage is an important part of the protocol as a
the white layer between articulating surface and the tide-
damaged sample cannot be used to accurately conduct sub-
mark. The thickness of the white cartilage layer was mea-
sequent biomechanical tests. The gradient of the instanta-
sured using image analysis software (FIJI/Image J).
neous stress-strain curve at 5% strain was calculated to
derive the instantaneous modulus Ei. The gradient of the
Experimental Setup. Mechanical testing was conducted
equilibrium stress-strain curve from all 3 indentation steps
using the ElectroForce Biodynamic 5500 instrument (Bose,
was calculated to derive the equilibrium modulus Eeq.
Eden Prairie, MN) controlled with WinTest 7 software
Under the assumption of a monophasic, isotropic elastic
(Bose). The mover arm of the instrument was fitted with an
material indented using a flat-ended cylindrical indenter,
indenter or 25 mm circular metal platen for tests under
we used the mathematical solution used by Korhonen and
indentation or unconfined compression geometry, respec-
colleagues27 to determine the Young’s modulus Es at equi-
tively. OC plugs were attached to the surface of a glass petri
librium, from the original solution of Hayes et al.32:
dish with glue (bonded to residual bone) and immersed in
PBS. Temperature inside the dish was maintained at 37 ± 1
°C using a heated circulation system (Lauda-Brinkmann, Es =
(1 − v ) πa E
2

eq
Deltran, NJ). A 25-mm metal platen was attached to either a 2kh
250 g load cell or a 50 lb (200 N) load cell for indentation where v is the Poisson ratio measured optically, a is indenter
and unconfined compression respectively. This platen radius, h is cartilage thickness, and k is a theoretical scaling
4 Cartilage 00(0)

factor that depends on the aspect ratio (a/h). Values for k mechanical testing phase, instantaneous strain of 5% and
were obtained for finite indentation according to calcula- stepwise indentation axial strains of 5%, 8%, and 10% at
tions by Zhang et al.25 equilibrium are deemed appropriate.

Viscoelasticity.  Following indentation, the sample was set up Strain Rate or Loading Rate.  For an average cartilage thick-
in an unconfined compression arrangement, and put through ness of 2.09 ± 0.23 mm in our study, when axial strain is
a sequence involving dynamic mechanical testing, com- applied at 1 mm/s, a 5% deformation is achieved on average
pressive modulus measurement, and cyclic compressive within 105 ms. These conditions are designed to mimic
loading. Viscoelastic measurements were performed using physiological loading conditions during running or drop-
sinusoidal compression with a strain amplitude of 1.25% landing, where tibiofemoral cartilage experiences large
for 50 cycles at frequencies of 0.1 Hz, 1 Hz, and 10 Hz. The force and frequent instances of rapid loading.33-35
storage modulus (E′) and loss modulus (E″) were calculated In a study of noninvasive measurements of in vivo human
using viscoelastic theory. The loss factor was obtained from tibiofemoral cartilage deformation via MRI, when a cyclic,
the ratio E″/E′. half-body-weight load was applied axially to a subject’s
knee, it took less than 200 ms to apply the required force
Compressive Modulus.  Compressive modulus was measured during every cycle before the cartilage tissue experienced
in unconfined compression where the cartilage was axially creep.36 Higher loads (equivalent to full body weight or
compressed between 0% and 20% strain at 0.01 mm/s. The higher, e.g., when landing from a height) would further
compressive modulus was calculated as the average stress- reduce the time to deformation and hence increase the strain
strain gradient between 10% and 15% strain, in a similar rate. The chosen strain of 5% following rapid loading is
fashion to previous studies.17 well supported by in vivo human knee MRI studies, which
have shown average deformations of 6% ± 2% in the distal
Cyclic Loading.  Cyclic compressive loading constituted axial femur and 5% ± 1% in the tibial plateau immediately fol-
compression between 0% and 20% strain with a frequency lowing single legged hopping.33 Thus, our chosen rate and
of 4 Hz for 2000 cycles. The three stages of dynamic test- axial strain for instantaneous deformation falls within the
ing, compressive modulus measurement and cyclic loading range of deformations observed in vivo using radiographic
were conducted sequentially and repeated 4 times per sam- techniques. It is however important to note that the reported
ple. At the end of 4 blocks of testing, the AC had undergone literature values of maximal axial strain due to rapid load-
8,000 cycles of high-frequency compressive loading. Inden- ing lie somewhere between the true peak strain and the
tation measurements were then repeated at 4 sites for each equilibrium strain depending on the timing of measurement
plug using the initial parameters. following the joint-loading activity.
This protocol follows similar methods to several
published studies that have utilized the Hayes’ elastic
Rationale for the Testing Parameters and
model to obtain the Young’s modulus for cartilage under
Conditions indentation.23,24,27 The rate of impact is less influential when
Strain.  According to a study of tibiofemoral cartilage strains using the equilibrium stress-strain values to determine the
measured by magnetic resonance imaging (MRI), immedi- equilibrium modulus and subsequently the Young’s modu-
ately following a dynamic hopping activity the maximum lus of the cartilage.
compressive strain was 6% in human medial femoral carti- While we chose to probe a regime of high force and
lage and 3% in the lateral femoral cartilage.33 Similarly, the rapid loading, researchers more interested in the response of
average medial femoral cartilage deformation after walking the cartilage to more gentle activities, such as walking, may
was 6.7% in another study.34 Some in vivo MRI studies opt to choose a slower strain rate of 0.1 s−1.
have shown that 30 minutes of running in healthy individu-
als produces significant acute medial femoral cartilage Viscoelastic Frequency. The frequency chosen (1 Hz) to
deformation up to 5.3% and lateral femoral cartilage defor- obtain the dynamic modulus via sinusoidal compression
mation up to 4.0%, when measured within 2 minutes of matches that used previously22 and approximates the aver-
ending the activity.35 age physiological loading frequency of 1.2 Hz which has
While it is not possible to measure the in vivo strains in been reported for the human tibiofemoral (knee) joint dur-
real time as a human joint is loaded, the immediate postac- ing running.37
tivity and nonequilibrium cartilage deformation values cap-
tured in the above literature suggest that physiological
Statistical Analysis
strains to estimate cartilage stiffness ex vivo are likely to be
close to or slightly greater than reported values. Hence, in Due to a small number of samples, the nonparametric
this protocol, the range of strains 5% to 7.5% in the dynamic Wilcoxon matched-pairs signed rank test (statistical
Kabir et al. 5

significance at α = 0.05) was used to analyze the difference baseline and 9.47 ± 3.54 MPa after cyclic compression.
in the modulus values before and after cyclic compression The dynamic, storage and loss moduli at baseline were 7.71
for each sample separately, as done in previous studies.27 ± 4.62 MPa, 7.66 ± 4.60 MPa, and 0.84 ± 0.47 MPa,
For similar reasons, the nonparametric Spearman rank cor- respectively. Following 8,000 cycles of compressive load-
relation test (statistical significance at α =0.05) was con- ing, the corresponding values were 6.57 ± 3.88 MPa, 6.53
ducted to investigate correlations between the different ± 3.86 MPa, and 0.76 ± 0.41 MPa, respectively. From the
elastic and viscoelastic parameters both before and after storage and loss moduli, the “before” and “after” values of
cyclic compression. the loss factor were calculated as 0.11 ± 0.02 and 0.12 ±
0.02, respectively (Fig. 3). Similar to indentation results,
there was no statistically significant difference in the values
Results
for each modulus before and after cyclic compression.
The functional mechanical testing protocol was validated
through preliminary indentation studies conducted on 8 Correlations between Biomechanical Properties. According to
osteochondral samples from macroscopically normal Spearman rank correlation (Fig. 4), the Young’s modulus at
regions of distal femoral condyles from 3 patients (patient equilibrium correlated poorly with the instantaneous stiffness
1, patient 2, and patient 3). Calculations of dynamic and measured on rapid loading. While there was no significant
compressive elastic properties were performed using correlation between the baseline moduli measured using
unconfined compression data at baseline and after 8,000 indentation and unconfined compression, there was a signifi-
compressive loading cycles to simulate joint loading cant positive correlation (P < 0.05) between the instanta-
(4 consecutive steps of 20% axial compression for 2,000 neous modulus and dynamic modulus (ρ = 0.79) as well as
cycles at 4 Hz). Final indentation studies on each sample between the instantaneous modulus and storage modulus
were conducted after a total of 8,000 compressive loading (ρ = 0.79) after cyclic compressive loading of the cartilage.
cycles and compared to baseline.
The mean cartilage thickness obtained via stereomicros-
copy was 2.09 ± 0.23 mm, which is similar to that reported
Discussion
elsewhere (2.0-3.9 mm,23 1.2- 2.0 mm,17 1.95 mm44). The In the present study, we developed a novel mechanical test-
mean Poisson ratio (v) of 0.4 ± 0.1 demonstrated some ing protocol to enable the biomechanical characterization of
overlap with literature values in the range of 0.12 to 0. 38 human articular cartilage and conduct a functional test of
for human articular cartilage.17,28 cartilage durability. Using a preliminary set of human distal
Table 1 compares the mechanical properties obtained femoral articular cartilage samples, indentation and uncon-
before cyclic compression with literature values of the same fined compression tests were conducted in physiological
properties in various animal and human joints. The values conditions (37 ± 1 °C) to quantify elastic and viscoelastic
obtained using the current protocol were more similar to material properties of native human articular cartilage
certain studies than others due to methodological similari- before and after thousands of compressive loading cycles.
ties and differences as well as intrinsic variations of “nor- In general, the material properties obtained from this proto-
mal” cartilage within the same population. col, especially the Young’s modulus, compressive modulus,
dynamic modulus, and loss factor, demonstrated good
Indentation.  The baseline instantaneous strain 5%, com- agreement with values reported using similar methodolo-
pared with 58.26 ± 8.12 MPa following 8,000 high-fre- gies in the cartilage biomechanics literature (Table 1). The
quency compression cycles. Values for the fluid-independent cartilage samples showed no significant mechanical deteri-
elastic properties equilibrium modulus and Young’s modu- oration in any of the 8 tested parameters following com-
lus were 7.48 ± 4.42 MPa and 1.03 ± 0.48 MPa before pressive loading at 4 Hz for 8000 cycles, which revealed a
cyclic compression, respectively. Following compressive high degree of durability of native human femoral condylar
loading, the corresponding values for equilibrium and cartilage and highlighted that a tissue-engineered construct
Young’s moduli were 7.43 ± 4.78 MPa and 1.01 ± 0.49 would need to be highly durable to be clinically suitable for
MPa, respectively. Wilcoxon matched-pairs signed rank chondral repair in human knees. While engineered con-
test27,44 for each osteochondral sample showed no statisti- structs may be expected to mature biomechanically over
cally significant difference between the “before cyclic com- time, it is essential for the immature tissue to have a mini-
pression” and “after cyclic compression” values in terms of mum level of stiffness to maintain its shape, prevent disin-
the instantaneous (P = 0.3), equilibrium (P > 0.9), or tegration, and support chondrogenesis.
Young’s moduli (P = 0.8) (Fig. 2). Comparisons of absolute values of cartilage mechanical
properties are difficult due to the natural variation of carti-
Unconfined Compression. In unconfined compression, the lage stiffness across a joint surface,30 between different
mean compressive modulus was 10.60 ± 3.62 MPa at joints within the same individual20 and between joints of
6
Table 1.  Comparison of Various Mechanical Properties of Human and Large Animal Articular Cartilage from Different Sites, as Measured in Previous Studies and in This Study
(Expressed as Mean, Mean ± SD, or Range).
Cartilage Source Instantaneous Modulus (MPa) Young’s Modulus (MPa) Equilibrium Modulus (MPa) Compressive Modulus (MPa) Dynamic Modulus (MPa) Loss Factor

Animal  
  Bovine humeral — 0.677 ± 0.223 (Jurvelin et al. 1997) (unconfined — — 8.1 ± 6.4a (Nieminen et al. ~0.25 (Lawless
head compression) 2004)22 et al. 2017)38
0.80 ± 0.33 (Korhonen et al. 2002) (unconfined
compression)
1.15 ± 0.44 (Korhonen et al. 2002) (indentation)
0.10-1.60 (Lyyra-Laitinen et al. 1999) (unconfined
compression)
  Bovine patella 20-65b (Brown et al. 2007) 0.57 ± 0.17 (Korhonen et al. 2002) (unconfined — — 8.1 ± 6.4 (Nieminen et al. —
(indentation) compression)27 200422)a
4.0-16 (Brown et al. 2007)21 0.56 ± 0.19 (Korhonen et al. 2002) (unconfined
(indentation) compression)27
0.72 ± 0.19 (Korhonen et al. 2002) (indentation)
0.83 ± 0.21 (Korhonen et al. 2002)
(indentation)
  Bovine femoral — 0.31 ± 0.18 (unconfined compression)27 0.2-0.4 (Laasanen et al 2003)16 ~1.0 (Martin et al. 2000)39 ~15-17 (Martin et al. —
condyles 0.55 ± 0.19 (indentation)27 (unconfined compression) (confined compression) 2000)39
~4-7 (Laasanen et al. 2003)16
  Bovine femoral — — — — — ~0.20 (Lawless
head et al. 2017)38
  Sheep femoral 0.6 ± 0.4 (Di Bella et al. 2018) — 4.5 ± 4 (Di Bella et al. 2018)40 — — —
condyles (indentation) (indentation)
Human  
 Tibial plateau 11.1 ± 2.61d (Stok et al. 3.49 ± 1.06 (Stok et al. 2010)41 (indentation) — — — —
2010)41 (indentation)
 Patella — 0.64 ± 0.30 (Kiviranta et al. 2008)29 (indentation) — 3.1-10 (Shepherd et al. 1999)9 4.67 ± 2.24 (Kiviranta et al. —
2008)29
 Ankle (talar and — — — 10.0-18.6 (Shepherd et al. — —
tibial surfaces) 1999)9
  Femoral head 51.9-89.8e (Burgin et al. 2014)30 — 0.250.7 (Boschetti et al. 2004)28 ~4.89 (Taylor et al. 2012)42 — 0.14-0.17 (Temple
(unconfined compression) (unconfined compression) et al. 2016)43
  Femoral condyles — ~0.70 (Lyyra et al. 1999)23 (indentation) 0.45 ± 0.1 (Bas et al. 2017)17 1.63 ± 0.26 (Bas et al. 2017)17 — 0.12 ± 0.02 (Bas
0.85 ± 0.35 (Jurvelin et al. 2003)44 (unconfined (unconfined compression) (unconfined compression) et al. 2017)17
compression) 0.2-0.4 (Bartnikowski et al. 2015)45 1.70-2.75 (Bartnikowski 0.16-0.17
(unconfined compression) et al. 2015)45 (unconfined (Bartnikowski
0.2-0.58 (Jurvelin et al. 2003)44 compression)45 et al.)45
(unconfined compression) 4.3-13.0 (Shepherd et al. 1999)9
Femoral condyles 52.14 ± 9.47 1.03 ± 0.48 7.48 ± 4.42 10.60 ± 3.62 7.71 ± 4.62 0.11 ± 0.02
(present study)

a
Combined population of bovine humeral head and patella samples.
b
Loaded up to 30% strain at a strain rate of 0.1 s−1.
c
Loaded up to 10% strain at a strain rate of 0.1 s−1.
d
Loaded at a strain rate of 0.08 s−1.
e
Measured instantaneously as the “peak dynamic modulus” on rapid loading (100 g load dropped from 8 cm above cartilage surface with impact velocity of 1.25 m/s).
Kabir et al. 7

Figure 2.  Mechanical properties of articular cartilage tested in and equilibrium loading conditions using indentation geometry before
(blue) and after (red) 8000 cycles of cyclic compression at a frequency of 4 Hz. Pairwise “before” and “after” comparisons for each
sample are shown for (A) instantaneous modulus, (B) Young’s modulus, and (C) equilibrium modulus. The pooled mean values for
equilibrium modulus (D), instantaneous modulus (E), and Young’s modulus (F) are illustrated before and after cyclic compression.

different individuals with similar ages.23 Cartilage stiffness simulates the application of a sudden weight-bearing force
also varies with thickness,24,31 which differs enormously on cartilage, for example, when landing from a height.
between various human joints and between human and ani- Brown et al.21 conducted similar indentation studies on
mal joints, which are generally thinner (e.g., 1.4 ± 0.3 mm bovine articular cartilage with a strain rate of 0.1 s−1 (20%
for bovine cartilage27). Furthermore, added variability in of the rate used in the current protocol), yielding values of
experimental measurements arises due to differences in instantaneous stiffness around ~10 ± 5 MPa, which is 20%
testing conditions. of and in proportion to the value obtained in this study.
The rate of cartilage loading influences the instantaneous Similarly, another study employed a slower strain rate of
and dynamic moduli,21 which reflect the load support 0.08 s−1 for instantaneous loading of human tibial plateau
provided by the interstitial fluid pressurization within the cartilage, resulting in an instantaneous modulus of 11.1 ±
viscoelastic collagen matrix when cartilage is loaded 2.6 MPa, which is another example of the proportionality
dynamically.9 The mean value of instantaneous modulus observed between loading rate and instantaneous modulus
obtained for this study was 52.14 ± 9.47 MPa under a load- of the measured cartilage sample. Moreover, Burgin and
ing rate of 1 mm/s, which translates to a strain rate of 0.5 s−1 colleagues30 measured maximum stress-strain gradients in
for the average cartilage thickness of ~2 mm. This rate the range of ~51.9 to 89.8 MPa following the instantaneous
8 Cartilage 00(0)

Figure 3.  Comparison of dynamic mechanical properties of articular cartilage before (blue) and after (red) cyclic compressive loading
for (A) dynamic modulus, (B) storage modulus, (C) loss modulus, (D) compressive modulus, and (E) loss tangent when tested at 1-Hz
sinusoidal compression (closest loading frequency of knee joint during walking and running). The “after cyclic compression” data were
measured after 4 separate steps of 2,000 cycles of cyclic compression conducted at a frequency of 4 Hz (total of 8,000 cycles).

Figure 4.  Spearman rank correlation matrix to assess the relationship between several mechanical properties of native hyaline
articular cartilage before (left) and after (right) cyclic compressive loading. Values of the correlation coefficient rho (ρ) greater than
0.7 were statistically significant positive correlations (P < 0.05).
Kabir et al. 9

application of a load onto cartilage samples obtained from that is, a nonequilibrium state. This is very similar to the
elderly human femoral heads. The impact testing in this 4.3 – 13 MPa range obtained by Shepherd et al.9 for the
study better simulates high impact events such as running or human femoral condyle (Table 1). Another study17 that
jumping from a height, similar to the instantaneous testing used similar methods to the present protocol has reported
in the present study, rather than low-impact activities like lower values in the range of 1.6 to 2.75 MPa. However, the
walking. Nevertheless, the instantaneous values also closely sample size of this study was a limitation as the compres-
approximate those in the present study. sive modulus measurements were conducted on a sample
Evaluation of cartilage viscoelasticity involved cyclic from a single donor rather than multiple donors.17 This
displacement between a strain amplitude of 1.25% at 1 Hz, could explain the difference in measurements, which may
which is close to loading frequencies for walking and be affected by the large topological variation in site-­
running.37,46 The same conditions were set by Nieminen specific compressive stiffness across the distal femoral
et al.22 to test bovine humeral and patellar cartilage, resulting AC of different individuals.
in a dynamic modulus of 8.1 ± 6.4 MPa, which overlaps with While numerous indentation and unconfined compres-
the values from the present protocol (Table 1). Similarly, sion methods have been established for the mechanical test-
another study utilizing the same frequency obtained values of ing of articular cartilage, the major novelties of the current
4.67 ± 2.24 MPa for human patellar cartilage, which further protocol are that (1) it includes a comprehensive regime
validates the results of the present protocol. The loss factor of mechanical tests in physiological conditions using
was also comparable to literature values17,43 (Table 1), sug- relatively common instruments to characterize the instanta-
gesting that this protocol can provide an effective assessment neous, equilibrium elastic, and dynamic viscoelastic prop-
of viscoelastic damping due to sinusoidal compression. erties of articular cartilage and (2) it is the first protocol to
As opposed to dynamic loading, when cartilage is sub- incorporate cyclic compression to assess compressive dura-
ject to a constant deformation, the water in the collagen bility. We did not find any significant difference in any of
matrix exudes out until an equilibrium stress is reached. At the mechanical properties measured using indentation
this point, the resistance to the applied load reflects only the (Fig. 2) or unconfined compression (Fig. 3) following com-
intrinsic compressive stiffness of the solid phase of articular pressive loading, which emphasizes the durable nature of
cartilage, which is measured as the Young’s modulus.47 The native human articular cartilage. This negative finding is
present study reported a Young’s modulus of 1.03 ± 0.48 particularly significant in the development of minimum
MPa, which overlaps with the range of Young’s moduli biomechanical benchmarks for cartilage tissue engineering.
measured in equilibrium conditions (similar to the present However, a limitation was the small patient sample size
study) for human patella and femoral condyles29,44 (Table (n = 3), which may have impeded the determination of sta-
1). The strong correlation between the Young’s modulus tistical significance in this study. Furthermore, since the
and equilibrium modulus reflects the inherent dependence patients were in the age range of 78 to 82 years, these data
of the Young’s modulus on the equilibrium modulus, which may not be truly representative of healthy, young hyaline
is the slope of the equilibrium stress-strain curve.27 Since cartilage; this limitation is commonplace in the field of car-
the assumption of a monophasic, isotropic and homogenous tilage biomechanics due to ethical barriers to the acquisition
material is required to apply the indentation data to the of articular cartilage from young patients. Furthermore,
mathematical solution for the Young’s modulus, variations since the distribution of degeneration on the femoral con-
in the values of this elastic property across studies may be dyles were slightly different for each patient, the mechani-
further explained by different Poisson ratio measurements cal properties of AC may differ across the different samples
or incorporation of different scaling factors (k value). While due to the topographical variation of cartilage stiffness in
a value of the Poisson ratio was determined optically by the joint.26 Although the osteochondral samples were metic-
video microscopy31 in the current protocol, other studies ulously shaped to have a flat surface, the natural curvatures
have calculated this intrinsic elastic parameter indirectly or of the native cartilage surface could have led to subtle inac-
assumed a value of 0.5, which applies to incompressible curacies in determination of the contact point (0% strain)
solids.24,27 Since the formula to obtain the Young’s modulus during compressive testing and Poisson ratio measurement,
is related to the “square” of the Poisson ratio (see Equation leading to minor errors in the modulus calculations. Since
1), variation in this value may explain differences in calcu- 8,000 compressive cycles did not effect changes in cartilage
lated Young’s moduli for articular cartilage across different mechanics, the protocol may be modified to incorporate a
studies. Similarly, adoption of the theoretical scaling factor greater number of compressive loading cycles to conduct
k from Hayes et al.32 (infinitesimal deformation) rather than mechanical failure testing of articular cartilage.
Zhang et al.25 (finite indentation depth) in the formula may Much of the current research in cartilage mechanics
alter such measurements. includes testing of 1 to 3 material parameters of carti-
In unconfined compression, the compressive modulus lage.24,27,31 However, in order to assess the biomechanical
was measured as 10.60 ± 3.62 MPa, under slow loading, integrity and clinical translatability of an artificially
10 Cartilage 00(0)

engineered construct, a more comprehensive suite of tests Informed Consent


performed under physiological temperature and loading All patients provided written informed consent.
conditions is essential. The need for simple laboratory tests
as a biomechanical evaluation tool for cartilage tissue engi- Trial Registration
neering formed the motivation for this project. The protocol
Not applicable.
developed herein seeks to guide cartilage tissue engineering
colleagues to conduct in-depth mechanical characteriza-
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