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M ig u e l P e r e z - V ilo r ia 1
M ech an o b io lo g y
Center for Advanced Orthopaedic Studies,
Department of Orthopaedic Surgery, of T ra b e c u lar Bone:
Beth Israel Deaconess Medical Center,
Harvard Medical School,
Boston, MA 02215
A R eview
Trabecular bone is a highly porous, heterogeneous, and anisotropic material which can
J u a n C. V illa - C a m a c h o 1
be found at the epiphyses o f long bones and in the vertebral bodies. Studying the mechan
Center for Advanced Orthopaedic Studies,
ical properties o f trabecular bone is important, since trabecular bone is the main load
Department of Orthopaedic Surgery,
bearing bone in vertebral bodies and also transfers the load from joints to the compact
Beth Israel Deaconess Medical Center,
bone o f the cortex o f long bones. This review article highlights the high dependency o f
Harvard Medical School,
the mechanical properties o f trabecular bone on species, age, anatomic site, loading
Boston, MA 02215
direction, and size o f the sample under consideration. In recent years, high resolution
micro finite element methods have been extensively used to specifically address the me
A s h k a n V a z iri chanical properties o f the trabecular bone and provide unique tools to interpret and
Department of Mechanical Engineering,
model the mechanical testing experiments. The aims o f the current work are to first
Northeastern University,
review the mechanobiology o f trabecular bone and then present classical and new
Boston, MA 02115
approaches fo r modeling and analyzing the trabecular bone microstructure and macro
structure and corresponding mechanical properties such as elastic properties and
A ra N a z a r ia n 2 strength. [DOI: 10.1115/1.4029176]
Center for Advanced Orthopaedic Studies,
Department of Orthopaedic Surgery,
Beth Israel Deaconess Medical Center,
Harvard Medical School,
Boston, MA 02215
e-mail: anazaria@bidmc.harvard.edu
Journal of Biomechanical Engineering Copyright 2015 by ASME JANUARY 2015, Vol. 137 / 010802-1
Ultra-structure Micro-structure Nano-structure Composition
Scale: |-------- 1 5 mm Scale: i--------1 10 um Scale: i-------- 1 500 nm Scale: i--------5 nm
Stem cells
[11,12]. Osteoblasts actively synthesize extracellular matrix on Mechanosensation. A key regulator of osteoblast and osteo
bone surfaces, which is subsequently mineralized [13,14]. clast activity is mechanical strain. Bone has an intrinsic ability to
Osteoblasts entrapped in matrix differentiate into osteocytes adapt its morphology by adding new bone to withstand increased
and compose 90-95% of the cells embedded in the mineralized amounts of loading, and by removing bone in response to unload
matrix of bone [15]. Osteocytes residing in lacunae distributed ing or disuse [22,23], How the osteocytes sense the mechanical
within the matrix communicate through their interconnecting loads and coordinate adaptive alterations in bone mass and archi
dendritic processes through a large lacuno-canalicular network tecture is not yet completely understood [24], However, it is
which allows osteocyte communication with cells on the bone accepted that mechanical loads placed on bones generate several
surface and access to the nutrients in the vasculature (Fig. 2) stimuli that could be detected by the osteocyte. These include
[16,17]. Osteocytes are ideally distributed to sense external physical deformation of the bone matrix itself [25-27], load-
mechanical loads [18-20] and to control the process of adapt induced flow of canalicular fluid through the lacuno-canalicular
ive remodeling by regulating osteoblast and osteoclast function network [28,29], and electrical streaming potentials generated
[21]. from ionic fluid flowing past the charged surfaces of the lacuno-
Force balance on
transverse elem ent
T ra n s v e rs e Velocity
Fig. 3 Strain-am plification model illustrating the osteocyte process in cross section and longitudinal section. Actin filam ents
span the process, which is attached to the canalicular wall via transverse elem ents. Applied loading results in interstitial fluid
flow through the pericellular matrix, producing a drag force on the tethering fibers.
E, = (1) F ig . 5 (a ) S c a n n in g e le c t r o n m ic r o s c o p y im a g e o f a tr a b e c u lu m .
fe m
(>) in d e n t lo c a t io n s a c r o s s t h e w id t h o f a t r a b e c u lu m , (c ) T is s u e
Y o u n g m o d u lu s o f t r a b e c u la r b o n e u s in g n a n o - in d e n t a t io n
where exp and Fem are the apparent elastic moduli of the bone fro m s k e le t a liy m a tu re sheep a fte r u n d e r g o in g o v e r ie c t o m y
based on experiment and finite element method, respectively. Nie- ( O V X ). (F r o m R e f e r e n c e 9 7 w it h p e r m is s io n .)
bur et al. [98] used high resolution finite element models and
experiments to calibrate this linear model and reported
18.7 3.4 GPa for bovine trabecular bone tissue modulus, which transfers the load from the joints to the cortical bone in long
is in agreement with the results reported by Turner et al. [75] bones. Furthermore, it relates to the strength and affects fracture
using nano-indentation. Using a similar method, 18.0 2 .8 GPa risk of the bone structure [100,101]. The elastic properties of tra
for human femur [1] and 6.54 1.11 GPa for bovine tibia [99] becular bone are showcased in its mechanical behavior during
also have been reported (Table 1). The results for tissue elastic normal daily activity, and different experiments have shown it to
modulus show high variability across anatomical sites and species. have a linear behavior [102]. Therefore, linear elasticity can pre
Bayraktar et al. [1] argue that this discrepancy can be cause of dict the elastic properties of trabecular bone. Based on the gener
end-artifacts or measuring of transverse modulus. Other factors alized Hooks law, the elastic properties of the structure can be
include spatial sampling and anatomic site-dependence. Verhulp described by a fourth rank tensor Cya, where it linearly relates
et al. [99] consider this variability as a result of variations in tissue stresses and strains in the structure as a,y = CykiSki. The elastic
density, sample size, strain rate, and the way the strain is meas tensor in its most general form has 21 independent components.
ured. Generally, the results based on the back calculation using fi Trabecular bone generally is assumed to behave as an orthotropic
nite element modeling show higher variability than other methods structure with three planes of symmetry (nine independent compo
which suggest that these methods find an effective tissue modu nents to fully describe the elastic behavior of the structure). How
lus to correlate the elastic modulus in the apparent level. On the ever, it also can be described as a transversely isotropic structure
other hand, nano-indentation quantifies tissue modulus locally and which is rotationally symmetric around its axis of symmetry (five
can show heterogeneity along the trabecular bone tissue [97]. independent components).
Predicting the mechanical properties of trabecular bone is chal
lenging because of the heterogeneous [103-105] and anisotropic
Elastic Behavior of Trabecular Bone nature of bone [100,106-110]. The elastic behavior, and in gen
Studying the elastic behavior of trabecular bone is important as eral, the mechanical properties of the trabecular bone depend on
it is the main load bearing bone in vertebral bodies and also loading direction [111-114], anatomical site [115-117], size of
(b)
Table 2 Mathem atical relationships of elastic m odulus trabecular bone (density in g/cm 3 and Ft2 is the determ ination coefficient)
Ash fraction.
bTrabecular and cortical bone.
t r
M (p)
T is s u e M a t e r ia l
P r o p e r t y - M (0a
model size
4.7x4.7x4.7 mm3 Inverse local material properties vs. porosity
lo c a l M a te r ia l
P ro p e rty -M 0
Computational model
verification
In v e rs e Local M a te r ia l
P r o p e r t i e s - M 0(p )
R.VE homogenization at
all intermediate levels
F ig . 7
p o ro s ity
t
S c h e m a t ic f lo w c h a r t o f c o m p u tin g m u ltis c a le m a t e r ia l p r o p e r t ie s : (a ) r e p r e s e n t a t iv e e le m e n t a r y v o lu m e ( R V E ) h o m o g e
n iz a tio n f o r e s t im a t io n o f th e e f f e c t iv e m a te r ia l p r o p e r t ie s o f t h e b o n e m o d e l a t a ll in t e r m e d ia t e le v e ls ; (to) a c o r r e la t io n b e tw e e n
t h e p o r o s ity o f t h e g e o m e tr ic a l m o d e ls a n d t h e ir r e s p e c t iv e e f f e c t iv e m a t e r ia l p r o p e r t ie s ; (c ) in v e r s e lo c a l m a t e r ia l p r o p e r t ie s
m o d e l a s a fu n c t io n o f p o r o s ity ; a n d (cQ c o m p u t a t io n a l m o d e l v e r if ic a t io n . (F r o m R e f e r e n c e 1 4 7 w it h p e r m is s io n .)
Strength of Trabecular Bone 35%. In a later study, Niebur et al. [98] successfully predicted appa
Strength is defined as the ultimate stress which the structure can rent ultimate compressive and tensile stresses and failure strains for
bear before failure, which is the maximum stress in the stress- seven bovine tibia samples using asymmetric tissue yield strains in
strain curve. Studying the strength of trabecular bone is important, tension (0.6%) and compression (1.01%).
since it can be related to bone fracture, damage, which causes the When studying the failure behavior of trabecular bone, multi-
bone remodeling, and failure of bone implants [151-153], To axial analysis of trabecular bone has clinical importance, since
understand the mechanisms of failure in trabecular bone, several multi-axial stresses can occur during fall, accidents and also in the
models have been proposed. One of the earliest models is based bone implant interface [151-153]. For multi-axial strength analysis,
on the cellular solid theory which uses the power law relationship bone volume fraction and architectural variation in specimens should
between strength and bone apparent density [154], In cellular be taken into consideration. There are several fracture criteria applied
solid theory, trabecular bone is assumed to be a structure with per in material science which have been adopted for bone mechanics.
iodic boundary conditions, and a unit cell for trabecular bone is Von Mises criterion is one of the first formulas to predict the bone
derived. Solving this unit-cell with basic analytical equations, cel fracture [126,160]. This formula uses principal stresses and ulti a,
lular solid theory quantifies the effect of architecture and bone mate stress crv in compression (or tension) and can be written as
material properties on apparent mechanical properties.
Another model, considers trabecular bone as a lattice type
structure, where the structure is solved using numerical methods \J (<?2 - ff3)2 + (c3 - oi)2 + (<ri - <r2)2 = cv (2)
such as finite element analysis [155,156], None of these models
creates a realistic representation of trabecular bone. Recent It has been shown that this criterion may not be a good fracture
improvements in high-resolution imaging and processing power predictor, since it does not account for asymmetry of strength in
make it possible to have realistic 3D representations of trabecular compression and tension [161], The maximum principal stress cri
bone and then solve the model based on microfinite element anal terion [162], maximum principal strain criterion [161], and maxi
ysis [157-159]. The advantage of this method is that the sample mum shear stress and strain criterion [162] have also been applied
under consideration can be tested multiple times with different for predicting bone fracture. Mechanistic analysis using cellular
loading types and boundary conditions for failure analysis. In one solid criteria has also been used, since it accounts for different
of the earlier works in this area, Fyhrie and Hou [157] used large mechanisms of failure in the analysis [163,164], This criterion has
scale nonlinear finite element analysis and found that the results been applied to bovine tibia bone [161] with the percentage error
depend on tissue mechanical properties. In another study, Van Riet- between failure prediction and experimental failure as low as
bergen et al. [158] predicted the failure behavior of five human tra 7.7% for compression-shear and 5.2% for tension-shear. Among
becular bone samples from tissue yield criteria, and found that the these failure criteria, Tsai-W u criterion seems to be a very good
predicted strength is in the 15% range of measured strength from candidate for trabecular bone failure analysis, since it accounts for
the experiments; however, ultimate strain was underestimated by anisotropy, loading direction and strength asymmetry of
trabecular bone. The Tsai-Wu criterion which considers the exis because of the heterogeneity of trabecular bone, subregions with
tence of a failure surface in the stress space is in the form of minimal bone volume / total Volume (BV/TV) values are better
predictors of trabecular failure than the average specimen BV/TV
/O * ) = F,at + FyOiOj = 1 i j = 1,2.. .6 (3) (Fig. 9). Similar to elastic analysis, studies show that the anisot
ropy of trabecular tissue material can be ignored, since in most
cases trabecular bone elements (i.e., struts and plates) are loaded
here Ft and Fy are the second and forth order tensors depending uniaxially [144]. This assumption forces the apparent principal
on tissue material properties, and ays are the principal stresses. axes of trabecular bone to coincide with the principal axes of
The constraint FuFjj Ff > 0 should also be satisfied for accu microstructural anisotropy (i.e., principal axes of fabric tensor).
rate analysis. One of the drawbacks of this criterion is the large Animal age, bone organ type, anatomic site, and diseases such
number of constants which should be determined through experi as osteoporosis have a significant impact on strength of trabecular
ments. Fenech and Keaveny [161] used this criterion and pre bone structure by impacting bone apparent density, architecture
dicted fracture load for bovine femurs specimens within a 20% and tissue mechanical properties. Regarding anatomic site, failure
error. In another study, Keaveny et al. [165] found material stresses for human bone can vary between 2 MPa for vertebral tra
dependent parameters for Tsai-Wu criterion as a function of appa becular bone and 7 MPa for distal femoral bone [106,168], With
rent density using bovine tibial specimens. They found that failure regards to age, studies show that the ultimate strength decreases
surface depends on apparent density and is aligned with the by almost 7% and 11% for proximal femoral and vertebral bone,
principal material directions. respectively, between the ages of 20 and 100, mainly due to vol
Several studies have shown that the axial strength of the bone ume fraction decrease [106,169]. Other studies have shown that
structure better correlates with axial elastic modulus than struc strength variation may not be fully predicted by age. Maximum
tural density [100,101], In contrast to elastic modulus, which is strength reported for human proximal tibial and vertebral bone
the same in compression and tension, tensile strength is reported occur in the age range of 40-50 yr [170] and 30-40 yr [106],
to be less than compressive strength for trabecular bone respectively. Loading mode is another factor that impacts trabecu
[100,101], Similar to elastic modulus, heterogeneity of trabecular lar bone strength. Different studies on bovine tibial bone
bone makes it difficult to establish a general rule for strength. To [159,171] show that compression strength is higher than tensile
overcome this issue, use of nondimensional parameters such as and shear strength and shear strength is the lowest of all [171].
strain has been proposed [166]. Nazarian et al. [167] showed that Tested bovine trabecular bone specimens are more plate like