Background
The principal function of articular cartilage is to allow for ease in the kinetics of two connecting ends of the bones in contact [
1,
2]. Cartilage prevents high stress concentrations which would be expected to occur through bone to bone contact and provides low friction articulation, aided by a surface roughness of 80–170 nm [
3]. Osteoarthritis (OA) involves articular cartilage deficit and is progressive, such that joint motion becomes more painful with time [
4]. Globally, OA is reported as the highest occurring joint health condition [
5]. Alterations in the underlying bone are key to diagnosing OA, illustrated by the concept of an enhanced subchondral bone stiffness being associated with advances in cartilage impairment [
6]. However, the link between destruction of cartilage and changes in subchondral bone are less clear, focusing on associating the relationship between a high bone mineral density (BMD) and cartilage degradation [
7,
8]. This relationship is further associated by the development of radiographic knee OA [
9], and with increased cartilage volume [
10] and cartilage thickness [
11] during the early stages of OA.
The mechanical behaviour of articular cartilage appears to differ when off-bone and on-bone. For example, off-bone articular cartilage is more capable of dissipating energy than on-bone articular cartilage [
12,
13], with the restrictive behaviour of the underlying bone constraining articular cartilage [
12‐
14]. However, there may be a direct effect by the underlying bone on the mechanical characteristics of the overlying articular cartilage [
15]. This has been recently shown by the correlation between BMD and the loss modulus of articular cartilage [
16]. Further, the correlation between the effective cartilage tangent modulus and the Young’s modulus of its underlying substrate, such that damage to cartilage via impact loading has occurred at a decline in effective cartilage and substrate modulus, representing cartilage damage at a lowered BMD [
17].
Damage experienced by articular cartilage has been linked to the mechanism of loading, such as the effects of loading rates [
13,
18], impact loading [
17,
19], and frequency independent of load [
2,
20,
21]. Further, the effects of hydration [
22] as well as rapid heel-strike [
2,
13,
20,
21] have also been associated with cartilage damage. However, it is unknown whether there is a direct mechanical link of a variation in frequency, between the damage experienced by articular cartilage and the density of its underlying subchondral bone.
Therefore, the aim of this current investigation was to assess, experimentally, whether substrate density affects the surface damage of bovine articular cartilage-off-bone, with a variation in applied frequency associated with normal gait; 1 Hz, and above normal gait; 10 and 50 Hz [
2,
23,
24]. Surface damage was evaluated as total crack length, identified with the application of India ink, following on from comparison to the cartilage-off-bone specimen photographed prior to testing, for clear damage detection.
Discussion
In this study the measured surface damage experienced by articular cartilage was independent of substrate density, as a single variable. Increased damage due to greater energy absorption is expected with a stiffer substrate, however, this was not observed statistically, for substrate density alone, using our experimental protocol (with articular cartilage off-bone). Instead, it was demonstrated that a combined effect of substrate density, and a specific loading frequency of 10 Hz, led to an increase in surface damage (total crack length) in the cartilage. Thus, it is suggested that the combination of BMD and above normal gait frequencies (e.g. 10 Hz), predisposes articular cartilage to damage.
It is worth highlighting the importance of the particular application of 10 Hz in frequency. Within the region of, and beyond, 10 Hz, it is thought that cartilage enters a glass transition phase [
21]. Therefore, a change in cartilage material properties is noticed from behaving as a deformable (‘soft’) material to one which is hard but brittle [
24]. Due to this alteration in the physical behaviour of articular cartilage, it may affect the extent of damage. This is supported by the results shown in this study, as maximum cartilage damage is observed at 10 Hz, in comparison to 1 and 50 Hz. The reduction in damage observed above the application of 10 Hz, such as 50 Hz as in this study, could be due to the recently established relationship such that the loss stiffness of off-bone articular cartilage is dependent upon frequency [
13]. Thus, articular cartilage may be better able to disspiate energy at 50 Hz which might explain why, off-bone, the extent of damage to the tissue is reduced as compared to 10 Hz of loading.
The multi-factorial finding from this study that an increase in substrate density combined with 10 Hz increases surface damage, corresponds to the advancement in damage of cartilage during OA which may progressively worsen during a remodelling process [
6]. Further, damage of cartilage during OA may relate to the remodelling process directly, rather than purely due to alterations in the stress distribution between cartilage and its underlying subchondral bone following a change in bone density. Bone remodelling is defined by the hypothesised relationship between impulse loading of the bone at the joint experiencing fracture to result in a stiffened base for the cartilage, therefore, exposing the cartilage to greater stress and enhancing its rate of damage development [
6]. The process of remodelling weakens cartilage [
34], so that per load it would degrade with the influence of an above normal gait frequency, independent of the effect of a high BMD alone to induce cartilage damage at 10 Hz. Therefore, in the case where an individual experiences the combined effect of an above gait-heel strike with a high BMD, this collective relationship per load may enforce the process of bone remodelling to mechanically become self-propagating as regards damage. It is also worth noting there are additional factors that relate to the development and progression of OA, including obesity [
35,
36], the suggested effect of leptins on chondrocyte behaviour [
37] and the role of leptins in Matrix metalloproteinases degrading collagen within the extracellular matrix [
38,
39].
The peak stress induced in this study was 2.88 MPa, greater than the stress at approximately 1–1.7 MPa within the knee and hip while walking [
40], thus, encouraging damage. Damage was induced on the surface of the articular cartilage at 1, 10 and 50 Hz, corresponding to frequencies associated with gait and above, consistent with previous studies [
2,
20,
21]. With particular attention to the effects of frequency, excluding substrate density, the data shows mean crack length of off-bone articular cartilage increased from 1 to 10 Hz. These findings are consistent with a previous study for on-bone articular cartilage, with an increase in frequency [
2,
20,
21]. However, in our current study for off-bone cartilage there was no increase in damage when loading at 50 Hz, unlike for the on-bone study of loading [
2,
20,
21]. Thus, it is worth noting the differences in the behaviour of cartilage on- and off-bone, as a result of the presence or absence, respectively, of the restraining effect provided by the underlying bone [
12]. This may be due to the loss stiffness being frequency-dependent for off-bone articular cartilage [
13], but not for on-bone cartilage [
24]. Therefore, off-bone articular cartilage is more able to dissipate energy potentially preventing damage to the cartilage itself (i.e. via dissipating the energy through the formation of cracks); this ability to dissipate energy is greater at higher frequencies, particularly at 50 Hz, potentially reducing the extent to which cartilage undergoes damage at 50 Hz (which may not happen when cartilage is on-bone).
At 1 Hz, previous work demonstrates mean total crack length close to 1 mm at the highest tested load of 160 N for on-bone cartilage [
2]. At 1 Hz in this study, for off-bone cartilage, with the peak tested load at 50 N, results show a maximum mean crack length at 3.01 mm. At 10 Hz, previous work determines a mean crack length close to 2.4 mm for on-bone cartilage at the maximum load [
2], whilst this study has observed a maximum mean crack length at 10.95 mm. It is expected, however, that on-bone cartilage experiences greater damage than off-bone cartilage; as previously hypothesised that the resulting energy may be released as cracks [
13]. This is primarily as a result of the rationale of the presence of the underlying bone that provides constriction to the cartilage, increasing the induced stress [
12‐
14]. This concept is further reinforced by the deep zone of articular cartilage restricted in its ability to deform laterally [
41]. The ability of bone to dissipate more energy after an applied load than cartilage [
42] is also in support of increased damage for on-bone cartilage.
Previous studies have identified the condition of “sclerotic subchondral bone” [
43] at an increased BMD in volume associated with OA [
44,
45]. Further, there is an established link of OA with a high BMD as reviewed [
46] and extensively described elsewhere [
7,
30,
47‐
56]. This study contributes to the outcome of these findings, such that it is not necessarily the change in BMD, alone that encourges cartilage damage, but that BMD interacts with other factors such as above normal-gait frequency. It is hypothesised that the remodelling process may account for further predisposition to damage [
57].
The results indicate an increase in cartilage damage with substrate density, and therefore, the use of a softer substrate may redistribute stresses over a larger underlying area. Our study has modelled osteoarthritic to osteoporotic bone, using commercial grades of synthetic materials used to mimic bone as substrates, which has allowed assessment of cartilage failure across a range of substrate densities. This study is the first to illustrate the effects of the specific combination of BMD and an above-gait frequency, on cartilage damage, and therefore potentially to OA predisposition/progression. The resulting crack propagation through articular cartilage, may be worth investigating in future at 1 and 10 Hz.
Limitations
It is worth highlighting the potential limitation of testing off-bone cartilage, due to the absence of the restrictive attachment provided by the underlying subchondral bone that is found in the natural environment in-vivo [
14]. The removal of the subchondral bone creates an alteration in the load transfer properties of the cartilage-off-bone specimen, notably the absence of the calcified cartilage layer with a stiffness in-between that of articular cartilage and the subchondral bone [
15]. Despite this, however, the substrates used in this study have acted as the underlying bone of a controlled density, to allow for evaluation of the effects of the density of the underlying substrate alone, on associated cartilage damage.
While the results for off-bone cartilage failure in this study are larger than for on-bone data in the literature [
2], there are limitations in directly comparing the on- and off-bone cartilage results from this study and the previous study [
2]. Although identical joint locations i.e. the bovine humeral head have been assessed, load ranges applied during testing have differed, as well as specimen geometries [
2]. In addition, in this study bovine articular cartilage cores have been removed from the adjacent regions of cartilage, therefore, weakening the cartilage due to the disruption of its extracellular matrix. The previous study [
2], tested a select area of cartilage on a large joint sample with an undisrupted matrix [
58]. However, the removal of the articular cartilage in this way was kept consistent throughout the investigation, thus specifically concerning the unknown relationship between underlying substrate density and cartilage, off-bone, at a varied frequency.
This study has used freeze-thaw cycles when preparing samples for testing. Although this process may have limitations, a recent study has concluded “multiple freeze-thaw cycles cannot be explicitly or statistically linked to mechanical changes within the cartilage” [
59]. Previous studies have utilised bovine humeral heads [
22], bovine knee joints [
23], as well as bovine femoral heads [
25]; each study referring to the absence of a freeze-thaw effect on the mechanical properties of cartilage [
26]. Additionally, the storage of tissue at − 40 °C is a previously established protocol utilised by several studies [
20‐
25], and therefore was the approach taken for tissue storage in this study. Regardless, the results and conclusions obtained from this study on the effect of frequency and substrate on surface failure of cartilage are based upon a controlled testing protocol, and so findings are unlikely to be biased due to the freeze-thaw process used.
The use of an indentation test with articular cartilage is an established method previously developed to closely represent the physiological loading conditions of articular cartilage in vivo [
60], as well as for damage inducing to the surface of articular cartilage [
2]; having the advantage of being highly repeatable. Despite the hardness as well as the smaller diameter of the indenter in comparison to the cartilage specimen, a 0.5 mm radius bevelled edge was used to prevent artificial damage induced through stress concentrations at the edge. Further, the use of an indenter with a diameter smaller than the cartilage specimen, enables the deformation behaviour by the collagen matrix of the surrounding cartilage specimen [
61] outside of the indentation area. Ultimately, this protocol has enabled a controlled evaluation of the effect of substrate density on cartilage failure.