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Am J Physiol Heart Circ Physiol 279: H2519-H2528, 2000;
0363-6135/00 $5.00
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Vol. 279, Issue 5, H2519-H2528, November 2000

Active and passive stresses in the myocardium

Rachad M. Shoucri

Department of Mathematics and Computer Science, Royal Military College of Canada, Kingston, Ontario, Canada K7K 7B4


    ABSTRACT
TOP
ABSTRACT
INTRODUCTION
MATHEMATICAL MODEL
EXPERIMENTAL APPLICATIONS
DISCUSSION
REFERENCES

A mathematical approach that can be used to calculate the passive stress in the ventricular wall is presented. The active fiber stress (force/unit area) generated by the muscular fibers in the ventricular wall is expressed by means of body force (force/unit volume of the myocardium). It is shown that the total intramyocardial passive stress induced in the passive medium of the myocardium can be expressed as the sum of a passive stress induced by the left ventricular pressure and a passive stress induced by the active fiber stress. Applications to experimental data published in the literature are given. New results are presented that show the relation among those two components of the intramyocardial passive stress. New relations between the intramyocardial passive stress, the slope (elastance) of the pressure-volume relation, and the residual volume are also derived. The results obtained give a better understanding of some aspects of the mechanics of cardiac contraction and can provide a more detailed interpretation of clinical conditions.

stress-strain relations; end-systolic pressure-volume relation, maximum left ventricular elastance; cardiac mechanics; residual volume; Law of Laplace


    INTRODUCTION
TOP
ABSTRACT
INTRODUCTION
MATHEMATICAL MODEL
EXPERIMENTAL APPLICATIONS
DISCUSSION
REFERENCES

THE RELATION BETWEEN WALL STRESS in the myocardium and the pressure in the left ventricle has generally been designated as the Law of Laplace (4, 22, 25, 31). A quasi-static approximation of left ventricular contraction is used in general to study the Law of Laplace because the inertia forces of the myocardium amount to ~1% of the static forces and, as such, can be neglected (45). Theoretical studies were usually based on relations derived from the theory of elasticity for passive media; the values of the intramyocardial passive stress calculated in this way were often reported as higher than the measured values of the stress (17, 26, 28, 30). Moreover, direct measurement is an invasive process that can perturb the quantity to be measured by damaging the muscular fibers (12, 14, 19, 24, 32, 33, 48), and, depending on the technique of measurement used, one can easily have measurement errors of up to 50% (16). It was suggested that some transducers may record, along with the intramyocardial passive stress, a part of the active fiber stress (16, 33). The micropipette-transducer technique with a sensor 1,000 times smaller in volume than those usually used may offer more reliable results (27).

Instead of "intramyocardial pressure," the term "intramyocardial passive stress" or "total passive stress" is used in this study to designate the stress induced in the passive medium of the myocardium by the combined action of the active fiber stress, the left ventricular pressure (P), and the external pressure (Po) on the pericardium. The intramyocardial passive stress (force/unit area) is a tensorial quantity with six components (3 normal and 3 shear stresses). Under the assumption of symmetric contraction of the left ventricle used in this study, the intramyocardial passive stress reduces to a vectorial quantity with magnitude sigma tot, and in cylindrical coordinates it has three normal components: radial sigma r, circumferential sigma c, and longitudinal sigma L. A pressure on the contrary is a scalar quantity, and the use of pressure to describe the stresses existing at any time in the ventricular wall can be misleading (2); this point is further discussed later on in the DISCUSSION (see Eq. 13). The need to distinguish between the active and passive medium in modeling the intramyocardial stress has been pointed out by some researchers (1, 5, 13, 33, 34, 37-41). In this study, the concept of body force (force/unit volume of the myocardium) that was successfully used to model the radial active force of the myocardium (37-41) is applied to calculate the active and passive stresses induced by the muscular fibers in the ventricular wall during the systolic phase. As will be seen, this approach has clear advantages; it will lead to new relations among the passive and active components of the intramyocardial stress, the left ventricular elastance (E), and the residual volume (Vd) (see Fig. 2).

Glossary


a   inner radius of the myocardium
b   outer radius of the myocardium
D   radial active force/unit volume of the myocardium
 <LIM><OP>∫</OP><LL><IT>a</IT></LL><UL><IT>b</IT></UL></LIM> D d<IT>r = </IT><IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>   radial fiber stress (radial active force/unit area) generated on the inner surface of the myocardium
E   left ventricular elastance
h = b - a   thickness of the myocardium
P   left ventricular pressure
Po   external pressure on the pericardium
V   left ventricular volume
Vd   residual volume and intercept of the of the end-systolic pressure-volume relation with the volume axis
Ved   end-diastolic left ventricular volume (when the change in left ventricular volume over time = 0)
Ves   end-systolic left-ventricular volume (when the change in left ventricular volume over time = 0)
 delta ij    delta ij = 1 for i = j; delta ij = 0 if i is different from j; see DISCUSSION (Eq. 13)
(sigma c)p   circumferential stress induced in the passive medium of the myocardium by P and Po;
(sigma c)d   circumferential stress induced in the passive medium of the myocardium by <A><AC>D</AC><AC>&cjs1171;</AC></A>h
 sigma c=(sigma c)p+ (sigma c)d   circumferential stress induced in the passive medium of the myocardium as a result of the combined action of P, Po, and <A><AC>D</AC><AC>&cjs1171;</AC></A>h, shortly called intramyocardial circumferential stress
 sigma r, sigma L   similar definitions as above for the radial stress sigma r and the longitudinal stress sigma L
 <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c, (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)p, (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)d   average values, same definition as before (cylindrical model)
 <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs, (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)p, (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)d   average values, same definition as before (spherical model)

The subscript "p" is used to indicate those values induced by pressure, and the subscript "d" is used to indicate those values induced by the radial fiber stress. The overbar "<OVL> </OVL>" indicates average values.


    MATHEMATICAL MODEL
TOP
ABSTRACT
INTRODUCTION
MATHEMATICAL MODEL
EXPERIMENTAL APPLICATIONS
DISCUSSION
REFERENCES

A mathematical study of the contraction of the myocardium was previously carried out based on the theory of large elastic deformation (38, 39, 41). To simplify the mathematical formulation, the theory of linear elasticity is used in this study; it has been used in many studies (10, 15-17, 27-30, 35) related to the calculation of the stress in the myocardium, and it is also used by many physiologists for clinical studies because of its relative simplicity. Moreover, the possibility to use body force to model the fiber stress in the linear theory of elasticity does not seem to have been previously investigated. Simplification can sometimes be very useful; it can lead to new insight and better orientation of the research.

In this study, the effect of the residual stress is neglected. The myocardium is represented as a thick-walled cylinder with transverse isotropy contracting symmetrically, and inertia forces and viscous forces are neglected in a quasi-static approximation of a steady-state contraction. Anisotropy is modeled with the longitudinal axis as the preferred axis of material symmetry rather than the fiber axis, which varies by about 120° from epicardium to endocardium (47). A helical muscular fiber in the myocardium is projected as a circle on the cross section of the cylindrical wall. As a consequence of the assumed symmetry of the problem, a resultant radial active force (D; force/unit volume of the myocardium) will be generated by the muscular fibers (see Fig. 1B). The radial active fiber stress at a radial distance (r) in the cylindrical wall is given by <LIM><OP>∫</OP><LL><IT>r</IT></LL><UL><IT>b</IT></UL></LIM> D dr, and the radial active force/unit area generated on the inner surface of the myocardium is given by <LIM><OP>∫</OP><LL><IT>a</IT></LL><UL><IT>b</IT></UL></LIM> D dr = <A><AC>D</AC><AC>&cjs1171;</AC></A>h, where <A><AC>D</AC><AC>&cjs1171;</AC></A> is an average value of D calculated by the mean value theorem; h = b - a, thickness of the myocardium, a is the inner radius, and b is the outer radius (note that <A><AC>D</AC><AC>&cjs1171;</AC></A>h does not depend on r).


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Fig. 1.   A: equilibrium of a half-cylinder subject to pressure (P) and external pressure on the pericardium (Po). The average circumferential stress is given by (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)p = (P - Po) a/h; for P > Po, a tension stress is developed in the circumferential direction. B: equilibrium of a half-cylinder subject to a radial force/unit area <A><AC>D</AC><AC>&cjs1171;</AC></A>h acting on the inner surface of the half-cylinder. The average circumferential stress is given by (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)d = -(<A><AC>D</AC><AC>&cjs1171;</AC></A>h)a/h; when <A><AC>D</AC><AC>&cjs1171;</AC></A>h is directed inward, a compression stress in developed in the circumferential direction.

Average Stress

As a tutorial introduction, consider the half-cylinders shown in Fig. 1. The equilibrium equation for a half-cylinder is obtained by applying the equality
Pressure×Projected cavity area=Average circumferential stress×Area of the wall of the cylinder
In Fig. 1A, it is assumed that only the external forces P and Po are acting on the cylindrical wall, and the equilibrium equation gives
2(P<IT>−</IT>P<SUB>o</SUB>)<IT>aL=2</IT>(<IT><A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A></IT><SUB>c</SUB>)<SUB>p</SUB>(<IT>b−a</IT>)<IT>L</IT> (1a)
where L is the length of the myocardium. Eq. 1a can be written in the form
(<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>c</SUB>)<SUB>p</SUB><IT>=</IT>(P<IT>−</IT>P<SUB>o</SUB>)<IT>a/h</IT> (1b)
Similarly, in Fig. 1B, it is asumed that only the radial active force/unit area <A><AC>D</AC><AC>&cjs1171;</AC></A>h is acting on the inner surface of the myocardium, and the equilibrium equation gives
(<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>c</SUB>)<SUB>d</SUB><IT>=</IT>(−<IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)<IT>a/h</IT> (2)
The negative sign in Eq. 2 means that the average circumferential passive stress (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)d is compressive. In the case of the myocardium, where both external forces P and Po and radial active fiber stress are present, the combination of Eqs. 1b and 2 give the Law of Laplace for a cylindrical geometry in the following form
<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>c</SUB><IT>=</IT>(P<IT>−</IT>P<SUB>o</SUB><IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)<IT>a/h</IT> (3)
where <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c = (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)p + (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)d is the average circumferencial passive stress induced in the passive medium of the cylindrical wall, and <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c will be normally negative (compression) because <A><AC>D</AC><AC>&cjs1171;</AC></A>h > P - Po during the systolic phase. Equation 3 clearly shows the difficulty that arises when <A><AC>D</AC><AC>&cjs1171;</AC></A>h is neglected and Eq. 1b is applied to an active medium like the myocardium. By applying only Eq. 1b to the myocardium, what we are actually calculating is the equivalent of <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c - (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c)d.

Stress Components for a Cylindrical Model

A more exact derivation of the stress-strain relations derived by using the theory of linear elasticity is given in many textbooks (36, 43). To avoid overloading the text with mathematical derivations, the necessary equations will be directly stated, and it will be then shown how they can be applied to experimental data. Let us first consider the passive stress (sigma tot)p induced in the passive medium of the myocardium by the external pressures P and Po. For a symmetrical contraction of a cylinder (36, 43), we have three components
(&sfgr;<SUB>r</SUB>)<SUB>p</SUB><IT>=</IT>(P<IT>−</IT>P<SUB>o</SUB>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b</IT><SUP><IT>2</IT></SUP><IT>−a<SUP>2</SUP></IT>)](<IT>1−b<SUP>2</SUP>/r<SUP>2</SUP></IT>)<IT>−</IT>P<SUB>o</SUB> (4a)

(&sfgr;<SUB>c</SUB>)<SUB>p</SUB><IT>=</IT>(P<IT>−</IT>P<SUB>o</SUB>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b</IT><SUP><IT>2</IT></SUP><IT>−a<SUP>2</SUP></IT>)](<IT>1+b<SUP>2</SUP>/r<SUP>2</SUP></IT>)<IT>−</IT>P<SUB>o</SUB> (4b)

(&sfgr;<SUB>L</SUB>)<SUB>p</SUB><IT>=&egr;</IT><SUB>Lp</SUB><IT>Y</IT><SUB>L</SUB><IT>+</IT>(<IT>&ugr;</IT><SUB>t</SUB><IT>Y</IT><SUB>L</SUB><IT>/Y</IT><SUB>t</SUB>)[(<IT>&sfgr;<SUB>r</SUB></IT>)<SUB>p</SUB><IT>+</IT>(<IT>&sfgr;<SUB>c</SUB></IT>)<SUB>p</SUB>] (4c)
with
(&sfgr;<SUB>tot</SUB>)<SUB>p</SUB> =<RAD><RCD>(&sfgr;<SUB><IT>r</IT></SUB>)<SUP>2</SUP><SUB>p</SUB> + (&sfgr;<SUB><IT>c</IT></SUB>)<SUP>2</SUP><SUB>p</SUB> + (&sfgr;<SUB>L</SUB>)<SUP>2</SUP><SUB>p</SUB></RCD></RAD> (4d)
where YL is Young's modulus of elasticity in the longitudinal direction, Yt is Young's modulus in the transversal direction, epsilon LP is longitudinal strain, and upsilon t is Poisson's coefficient. The boundary conditions are
at <IT>r = a</IT>  (&sfgr;<SUB><IT>ra</IT></SUB>)<SUB>p</SUB><IT>=</IT>−P (4e)

at <IT>r = b</IT>  (&sfgr;<SUB><IT>rb</IT></SUB>)<SUB>p</SUB><IT>=</IT>−P<SUB>o</SUB> (4f)
Similarly, the passive stress (sigma tot)d induced in the passive medium of the myocardium by the active fiber stress [<LIM><OP>∫</OP><LL><IT>a</IT></LL><UL><IT>b</IT></UL></LIM> D dr = <A><AC>D</AC><AC>&cjs1171;</AC></A>h] has the following components
(&sfgr;<SUB>r</SUB>)<SUB>d</SUB><IT>=</IT>(−<IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)](<IT>1−b<SUP>2</SUP>/r<SUP>2</SUP></IT>) (5a)

(&sfgr;<SUB>c</SUB>)<SUB>d</SUB><IT>=</IT>(−<IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)](<IT>1+b<SUP>2</SUP>/r<SUP>2</SUP></IT>) (5b)

(&sfgr;<SUB>L</SUB>)<SUB>d</SUB><IT>=&egr;</IT><SUB>Ld</SUB><IT>Y</IT><SUB>L</SUB><IT>+</IT>(<IT>&ugr;</IT><SUB>t</SUB><IT>Y</IT><SUB>L</SUB><IT>/Y</IT><SUB>t</SUB>)[(<IT>&sfgr;<SUB>r</SUB></IT>)<SUB>d</SUB><IT>+</IT>(<IT>&sfgr;<SUB>c</SUB></IT>)<SUB>d</SUB>] (5c)
with
(&sfgr;<SUB>tot</SUB>)<SUB>d</SUB><IT>=</IT><RAD><RCD>(&sfgr;<SUB><IT>r</IT></SUB>)<SUP><IT>2</IT></SUP><SUB>d</SUB><IT>+</IT>(<IT>&sfgr;<SUB>c</SUB></IT>)<SUP><IT>2</IT></SUP><SUB>d</SUB><IT>+</IT>(<IT>&sfgr;<SUB>L</SUB></IT>)<SUP><IT>2</IT></SUP><SUB>d</SUB></RCD></RAD> (5d)
The boundary conditions are
at <IT>r = a</IT>  (&sfgr;<SUB><IT>ra</IT></SUB>)<SUB>d</SUB><IT>=<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT> (5e)

at <IT>r = b</IT>  (&sfgr;<SUB><IT>rb</IT></SUB>)<SUB>d</SUB><IT>=0</IT> (5f)
Combining Eqs. 4 and 5 together gives the components of the intramyocardial passive stress due to the combined action of P, Po, and <A><AC>D</AC><AC>&cjs1171;</AC></A>h. One gets
&sfgr;<SUB>tot</SUB><IT>=</IT>(<IT>&sfgr;<SUB>tot</SUB></IT>)<SUB>p</SUB><IT>+</IT>(<IT>&sfgr;<SUB>tot</SUB></IT>)<SUB>d</SUB> (6a)

&sfgr;<SUB><IT>r</IT></SUB><IT>=</IT>(<IT>&sfgr;<SUB>r</SUB></IT>)<SUB>p</SUB><IT>+</IT>(<IT>&sfgr;<SUB>r</SUB></IT>)<SUB>d</SUB> (6b)

&sfgr;<SUB>c</SUB><IT>=</IT>(<IT>&sfgr;<SUB>c</SUB></IT>)<SUB>p</SUB><IT>+</IT>(<IT>&sfgr;<SUB>c</SUB></IT>)<SUB>d</SUB> (6c)

&sfgr;<SUB>L</SUB><IT>=</IT>(<IT>&sfgr;<SUB>L</SUB></IT>)<SUB>p</SUB><IT>+</IT>(<IT>&sfgr;<SUB>L</SUB></IT>)<SUB>d</SUB> (6d)
or written in full
&sfgr;<SUB><IT>r</IT></SUB><IT>=</IT>(P<IT>−</IT>P<SUB>o</SUB><IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)](<IT>1−b<SUP>2</SUP>/r<SUP>2</SUP></IT>)<IT>−</IT>P<SUB>o</SUB> (7a)

&sfgr;<SUB>c</SUB><IT>=</IT>(P<IT>−</IT>P<SUB>o</SUB><IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)](<IT>1+b<SUP>2</SUP>/r<SUP>2</SUP></IT>)<IT>−</IT>P<SUB>o</SUB> (7b)

&sfgr;<SUB>L</SUB><IT>=&egr;</IT><SUB>L</SUB><IT>Y</IT><SUB>L</SUB><IT>+</IT>(<IT>&ugr;</IT><SUB>t</SUB><IT>Y</IT><SUB>L</SUB><IT>/Y</IT><SUB>t</SUB>)(<IT>&sfgr;<SUB>r</SUB>+&sfgr;<SUB>c</SUB></IT>) (7c)
with
&sfgr;<SUB>tot</SUB><IT>=</IT><RAD><RCD>&sfgr;<SUP><IT>2</IT></SUP><SUB><IT>r</IT></SUB><IT>+&sfgr;</IT><SUP><IT>2</IT></SUP><SUB><IT>c</IT></SUB><IT>+&sfgr;</IT><SUP><IT>2</IT></SUP><SUB><IT>L</IT></SUB></RCD></RAD> (7d)
The boundary conditions are
at <IT>r = a</IT>  &sfgr;<SUB><IT>ra</IT></SUB><IT>=</IT>−P<IT>+<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT> (7e)

at <IT>r = b</IT>  &sfgr;<SUB><IT>rb</IT></SUB><IT>=</IT>−P<SUB>o</SUB> (7f)
sigma tot is the total intramyocardial passive stress, which is supposed to be what is measured by a microtransducer inserted in the myocardium if the microtransducer is properly calibrated. Twist and shear are neglected in the previous equations. As discussed in the introduction and as will be seen in what follows, many of the problems encountered in the calculation of the passive stress induced in the passive medium of the myocardium come from using Eq. 4 instead of using Eq. 7. In the calculations that follow, it is assumed that the external pressure Po approx  0.


    EXPERIMENTAL APPLICATIONS
TOP
ABSTRACT
INTRODUCTION
MATHEMATICAL MODEL
EXPERIMENTAL APPLICATIONS
DISCUSSION
REFERENCES

Intramyocardial Stress Calculation

The first application is based on the experimental data published by Mihailescu and Abel (27). The experiment in Ref. 27 was carried out on excised hearts from adult cats, and the stress in the myocardium was measured with glass micropipette transducers and a controlled displacement of those transducers inside the myocardium. Experimentally measured values of the intramyocardial passive stress were taken from Fig. 4, A and B, of Ref. 27, together with the abscissas (x), and are reproduced in Table 1. The values of the intramyocardial passive stress were measured at three different perfusion pressures (PP) (50, 75, and 100 mmHg PP) for a working heart (Table 1; A) and a nonworking heart (Table 1; B). Also, data for measured intramyocardial passive stress and calculated radial passive stress in Table 2 are taken from Fig. 6 of Ref. 27 for only one perfusion pressure (100 mmHg PP); the other two cases are similar. The ratios of measured passive stress to calculated radial passive stress were calculated in Table 2 for different radial distances (r = b - xh) along the thickness of the myocardium. Note the following: 1) In Table 1, the ratios of measured values (A) to measured values (B) are practically constant within small fluctuations. 2) In Table 2, the ratios of measured values (A) to calculated radial passive stress are not constant. 3) In both Figs. 4 and 6 of Ref. 27, the authors compare their measurements with the calculated radial passive stress (the equivalent of Eq. 4a), with (sigma ra)p = -P at r = a (Eq. 4e) when in fact what is meant is the application of Eq. 7, a and e. The measured stress seems to be related to the total intramyocardial passive stress sigma tot and not the radial passive stress induced by P, as will be discussed in the following.

                              
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Table 1.   Intramyocardial passive stresses and their ratios


                              
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Table 2.   Ratio of measured stress over calculated radial passive stress induced by Pmax

Possible explanation of the previous results follows.

Measurement with micropipette. In the measurement of the intramyocardial passive stress reported in Ref. 27, the micropipette (if properly calibrated) seems to be sensing the total intramyocardial passive stress sigma tot in the tissue, which under the assumption of symmetric contraction (twist and shear neglected) is given by Eq. 7d. For the purpose of calculation, the simplifying assumptions are made that the longitudinal strain epsilon Lapprox 0, YLapprox Yt, and upsilon t = 0.5. This is equivalent to assuming a contraction of a two-dimensional incompressible cylinder. Under these assumptions, Eq. 7d takes the form
&sfgr;<SUB>tot</SUB><IT>=</IT>(P<IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)]<RAD><RCD><IT>3+2b<SUP>4</SUP>/r<SUP>4</SUP></IT></RCD></RAD> (8a)
This total stress can also be split into its component (sigma tot)p due to P, and (sigma tot)d due to <A><AC>D</AC><AC>&cjs1171;</AC></A>h, as follows
(&sfgr;<SUB>tot</SUB>)<SUB>p</SUB><IT>=</IT>P[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)]<RAD><RCD><IT>3+2b<SUP>4</SUP>/r<SUP>4</SUP></IT></RCD></RAD> (8b)

(&sfgr;<SUB>tot</SUB>)<SUB>d</SUB><IT>=</IT>(−<IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)[<IT>a<SUP>2</SUP>/</IT>(<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)]<RAD><RCD>3<IT>+2b<SUP>4</SUP>/r<SUP>4</SUP></IT></RCD></RAD> (8c)
which is what would be obtained by using Eqs. 4d and 5d.

For the same x or radial distance r = b - xh, the factor [a2/(b2 - a2)] <RAD><RCD>3 + 2 <IT>b</IT><SUP>4</SUP>/<IT>r</IT><SUP>4</SUP></RCD></RAD> is constant, and, according to Eq. 8a, the ratios of measured values (A) to measured values (B) is
(P<IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)<SUB><IT>A</IT></SUB><IT>/</IT>(P<IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT>)<SUB><IT>B</IT></SUB> (9)
and are nearly constant, as shown in Table 1, and do not depend on the position of measurement r. Note also that sigma tot is negative (compression) during contraction and, although only its absolute value (experimentally measured) is shown in Table 1 to avoid repetition of the negative sign, the algebraic value should be used in the computation.

Calculation of the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h. The current trend is to consider that the maximum activation of the cardiac muscle corresponds to the end-systolic pressure-volume relation (ESPVR) in Fig. 2, which is the instant when the elastance E reaches its maximum value (Emax) near end systole and P approx  Pmax/1.2, Pmax is the maximum left ventricular pressure. But the peaks Emax and Pmax do not occur simultaneously; Emax is reached after Pmax is reached during the systolic phase. The factor of 1.2 gives the estimated value of P near end systole at which <A><AC>D</AC><AC>&cjs1171;</AC></A>h is maximum when the elastance Emax is reached and is chosen based on previous studies (37-41).


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Fig. 2.   Simplified drawing of the pressure-volume relation in the left ventricle. The line d3Vd is the end-systolic pressure-volume relation with maximum slope (or elastance) Emax. The left ventricular pressure (Pm) is assumed constant during ejection for simplicity. The loop Vedd2d1Vm represents the pressure-volume loop in a normal ejecting cycle. (<A><AC>D</AC><AC>&cjs1171;</AC></A>h)m is the maximal value of the radial fiber stress (radial active force/unit area) generated on the inner surface of the myocardium near end systole. For simplicity, the subscript "m," denoting when Emax is reached, is dropped from <A><AC>D</AC><AC>&cjs1171;</AC></A>h and P in the text, and Vm approx  Ves, the end-systolic volume. Note that Vd is not necessarily constant during the cardiac cycle.

On the basis of these observations, Eq. 8a was used to calculate <A><AC>D</AC><AC>&cjs1171;</AC></A>h - P and then <A><AC>D</AC><AC>&cjs1171;</AC></A>h for P = Pmax/1.2 with the same experimentally measured values of sigma tot given in Table 1 (A); the results are shown in Table 3 only for the case of 100 mmHg PP; and calculation for the other two cases is similar (the subscript "m" for <A><AC>D</AC><AC>&cjs1171;</AC></A>h and P shown in Fig. 2 when Emax is reached and is dropped in the notation for simplicity). Equation 8b is also used to calculate (sigma tot)p, and Eq. 8c is used to calculate (sigma tot)d; the results are also shown in Table 3. Calculation was carried out with a = 0.74 cm, b = 1.54 cm, and h = 0.8 cm, with the values taken from Ref. 27. Although not indicated in Ref. 27, it was assumed that these values correspond to the end-systolic dimensions of the left ventricle.

                              
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Table 3.   Calculation of <A><AC>D</AC><AC>&cjs1171;</AC></A>h - P and <A><AC>D</AC><AC>&cjs1171;</AC></A>h from Eq. 8a

With the exception of the first result with r = 1.44 cm (which is slightly low), all other calculations yield nearly constant value for <A><AC>D</AC><AC>&cjs1171;</AC></A>h, which is as expected because <A><AC>D</AC><AC>&cjs1171;</AC></A>h = <LIM><OP>∫</OP><LL><IT>a</IT></LL><UL><IT>b</IT></UL></LIM> D dr and does not depend on r, and its calculation from Eq. 8a should give the same value for a given combination of r and sigma tot. This result shows the consistency of the mathematical formalism used. <A><AC>D</AC><AC>&cjs1171;</AC></A>h is normally greater than P for a contracting myocardium. Previous studies (37-41) indicate that, near end systole, <A><AC>D</AC><AC>&cjs1171;</AC></A>h/P approx  3 under normal physiological contraction (maximum efficiency), <A><AC>D</AC><AC>&cjs1171;</AC></A>h/P approx  2 for a mildly depressed state of the heart (which corresponds to points d1 and d5 coinciding in Fig. 2), and <A><AC>D</AC><AC>&cjs1171;</AC></A>h/P < 2 for a severely depressed state of the heart. A value of <A><AC>D</AC><AC>&cjs1171;</AC></A>h/P approx  2 in Table 3 is as expected because experiments on excised hearts give results below the expected normal physiological values. From Eqs. 4, 5, and 8, we have <A><AC>D</AC><AC>&cjs1171;</AC></A>h/P approx   (sigma tot)d/(sigma tot)p  approx   (sigma c)d/(sigma c)p  approx   (sigma r)d/(sigma r)p , and this ratio is nearly constant, as is evident from Table 3 and Figs. 3, 5, and 6, which gives an indication for the consistency of the mathematical computations. This ratio can offer an interesting index to study the contractility of the cardiac muscle. sigma ra = <A><AC>D</AC><AC>&cjs1171;</AC></A>h - P at the surface of the endocardium (see Eq. 7e), and <A><AC>D</AC><AC>&cjs1171;</AC></A>h - P is of the same order of magnitude as P when <A><AC>D</AC><AC>&cjs1171;</AC></A>h/P approx  2, which can create the wrong impression that sigma ra = -P at the surface of the endocardium (see Eq. 1 of Ref. 27 and Eq. 4, a and e, of this study).


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Fig. 3.   A: plot of the intramyocardial passive stress induced by the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h [(sigma tot)d] (Eq. 8c) against the intramyocardial passive stress induced by the left ventricular pressure P [(sigma tot)p] (Eq. 8b) for 3 groups of data (A in Table 1). +, 50 mmHg; x, 75 mmHg; and *, 100 mmHg perfusion pressure (PP). B: same as in A, but the stress values are divided by their respective PP.

Calculation of the passive stress components. As mentioned previously, the experimentally measured stress was identified with sigma tot in Eq. 8a through Eq. 8b and 8c, were respectively used to calculate (sigma tot)p and (sigma tot)d. Equation 7, a and b, were then respectively used to calculate sigma r and sigma c, and Eqs. 4 and 5 were respectively used to calculate (sigma r)p, (sigma c)p, (sigma r)d, and (sigma c)d. The results are shown in Tables 3 and 4 for the case of 100 mmHg PP. The graphical representation of those results are shown in Figs. 3-7 for the three cases of perfusion pressure given in Table 1. In Fig. 3A, (sigma tot)d is plotted against (sigma tot)p, and in Fig. 3B, the values of (sigma tot)d and (sigma tot)p are divided by their respective perfusion pressure. The values of (sigma tot)p and (sigma tot)d are plotted in Fig. 4 against the radial distance r. In Fig. 5, the relation between the circumferential passive stresses (sigma c)p and (sigma c)d is shown. Note that the relation between these two stresses is very similar to that reported for (sigma tot)p and (sigma tot)d. From Tables 3 and 4, it is seen that the calculated values of sigma c are nearly 90% the measured values sigma tot (twist, shear, and longitudinal shortening neglected). In Figs. 6 and 7, similar graphical relations between the components of sigma r are shown. All these results give further evidence for the consistency of the mathematical formalism used.

                              
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Table 4.   Calculation of sigma r, (sigma r)p, (sigma r)d, sigma c, (sigma c)p, and (sigma c)d for A (100 mmHg PP)



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Fig. 4.   Variation with the radial distance (r) in the ventricular wall of the intramyocardial passive stress induced by the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h [(sigma tot)d] (Eq. 8c) and of the intramyocardial passive stress induced by the left ventricular pressure P [(sigma tot)p] (Eq. 8b). Results correspond to 3 groups of data (A in Table 1). +, 50 mmHg; x, 75 mmHg; and *, 100 mmHg PP. The endocardium is at r = a = 0.74 cm, and the epicardium is at r = b = 1.54 cm.



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Fig. 5.   Plot of the circumferential passive stress induced by the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h [(sigma c)d] (Eq. 5b) against the circumferential passive stress induced by the left ventricular pressure P [(sigma c)p] (Eq. 4b) for 3 groups of data (A in Table 1). +, 50 mmHg; x, 75 mmHg; and *, 100 mmHg PP. Other relations between (sigma c)d and (sigma c)p are similar to those between (sigma tot)d and (sigma tot)p.



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Fig. 6.   A: plot of the radial passive stress induced by the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h [(sigma r)d] (Eq. 5a) against the radial passive stress induced by the left ventricular pressure P [(sigma r)p] (Eq. 4a) for 3 groups of data (A in Table 1). +, 50 mmHg; x, 75 mmHg; and *, 100 mmHg PP. B: same as in A, but the stress values are divided by their respective PP.



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Fig. 7.   Variation with the radial distance r in the ventricular wall of the radial passive stress induced by the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h [(sigma r)d] (Eq. 5a) and of the radial passive stress induced by the left ventricular pressure P [(sigma r)p] (Eq. 4a). Results correspond to 3 groups of data (A in Table 1). +, 50 mmHg; x, 75 mmHg; and *, 100 mmHg PP.

Relation Between Intramyocardial Passive Stress and Elastance

In this second application, it is the relation between the intramyocardial passive stress and the left ventricular elastance E that is the focus of our attention. The possibility of such a relation was qualitatively discussed by Westerhof (48); a mathematical formulation is given in what follows. The equation of the pressure-volume relation in the left ventricle can be written in the form (37-41)
<A><AC>D</AC><AC>&cjs1171;</AC></A>h−P<IT>+</IT>P<SUB>o</SUB><IT>≈E</IT>(V<SUB>ed</SUB><IT>−</IT>V) (10a)
where Ved is the end-diastolic left ventricular volume (when DV/Dt = 0) and V is the left ventricular volume (pi a2L). Equation 10a can be split into two equations
<A><AC>D</AC><AC>&cjs1171;</AC></A>h≈E(V<SUB>ed</SUB><IT>−</IT>V<SUB>d</SUB>) (10b)

P<IT>−</IT>P<SUB>o</SUB><IT>≈E</IT>(V<IT>−</IT>V<SUB>d</SUB>) (10c)
Vd is the intercept of the pressure-volume relation with the volume axis in Fig. 2. One can easily relate Eq. 10, for instance, to Eqs. 4a, 5a, and 7a for the radial stress, or to Eqs. 4b, 5b, and 7b for the circumferential pressure, or to Eq. 8 for the total passive stress. One can also relate Eq. 10 to the average circumferential passive stress given by Eqs. 1b, 2, and 3; one gets
(<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>c</SUB>)<SUB>p</SUB> <IT>h/a≈E</IT>(V<IT>−</IT>V<SUB>d</SUB>)<IT>≈</IT>P<IT>−</IT>P<SUB>o</SUB> (11a)

(<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>c</SUB>)<SUB>d</SUB> <IT>h/a≈</IT>−<IT>E</IT>(V<SUB>ed</SUB><IT>−</IT>V<SUB>d</SUB>)<IT>≈</IT>−<IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT> (11b)

<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>c</SUB> <IT>h/a≈</IT>−<IT>E</IT>(V<SUB>ed</SUB><IT>−</IT>V)<IT>≈</IT>P<IT>−</IT>P<SUB>o</SUB><IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT> (11c)
The average circumferential passive stress <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>c is compressive (negative) during contraction. Note how the splitting of Ved - V into Ved - Vd and V - Vd corresponds to the splitting of the stress sigma  into (sigma )p and (sigma )d components. Equations for the average circumferential passive stress for a spherical model can be obtained in the same way. Equation 1 of Burns et al. (3) and Eq. 10 show that one has for the average circumferential passive stress of a spherical model
(<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>cs</SUB>)<SUB>p</SUB> (<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)<IT>/a<SUP>2</SUP>≈E</IT>(V<IT>−</IT>V<SUB>d</SUB>)<IT>≈</IT>P<IT>−</IT>P<SUB>o</SUB> (12a)

(<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>cs</SUB>)<SUB>d</SUB> (<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)<IT>/a<SUP>2</SUP>≈</IT>−<IT>E</IT>(V<SUB>ed</SUB><IT>−</IT>V<SUB>d</SUB>)<IT>≈</IT>−<IT><A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT> (12b)

<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A><SUB>cs</SUB> (<IT>b<SUP>2</SUP>−a<SUP>2</SUP></IT>)<IT>/a<SUP>2</SUP>≈</IT>−<IT>E</IT>(V<SUB>ed</SUB><IT>−</IT>V)<IT>≈</IT>P<IT>−</IT>P<SUB>o</SUB><IT>−<A><AC>D</AC><AC>&cjs1171;</AC></A>h</IT> (12c)
In Eq. 12, it will be assumed that Po approx  0 as usual, and the subscript "cs" is used for the circumferential (spherical) model to avoid confusion between Eqs. 11 and 12. Note that (b2 - a2)/a2 = (b - a)(b + a)/a2 approx  2h/a by taking b + a approx  2a; it is well known that there is a difference by a factor of 2 between the spherical and the cylindrical model (22). Equation 12 has been applied to the results of Table 1 of Burns et al. (3) to calculate <A><AC>D</AC><AC>&cjs1171;</AC></A>h, Emax, and Vd in Table 5; only four cases are used for the purpose of illustration (the subscript "m" has also been dropped from <A><AC>D</AC><AC>&cjs1171;</AC></A>h in Table 5, for simplicity in the notation). The experiments corresponding to Table 1 of Burns et al. (3) were conducted on excised hearts of mongrel dogs to study the effect of wall stress and left ventricular pressure on the extent of shortening and stroke work in several contractions originating from the same end-diastolic volume. Mean left ventricular wall force was measured by a transmural auxotonic strain gauge, with pins inserted to measure strain in the circumferential direction. The stress is calculated by dividing the force measured by the estimated cross-sectional area of the venticular wall. So the measurement technique in this case is different from that used in Ref. 27 and seems to measure directly the force in the circumferential direction.

                              
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Table 5.   Application of Eq. 12 to calculate <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs, (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)d, <A><AC>D</AC><AC>&cjs1171;</AC></A>h, Emax, and Vd

In Table 5, experimental results with the same initial stretch Ved were assumed to generate the same radial active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h (Frank-Starling mechanism), and it is also supposed that the effect of afterload on <A><AC>D</AC><AC>&cjs1171;</AC></A>h can be neglected. A factor of 1.36 was used to change the stress unit from grams per centimeters squared to millimeters of mercury. We have used the value P = Pmax/1.2 in Eqs. 10a and 12, as explained before, and the values of (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)p in Eq. 12a taken from Burns et al. (3) are also divided by a factor of 1.2 because calculations in Burns et al. (3) were carried out with Pmax instead of P = Pmax/1.2. It also supposed that when Emax is reached in Fig. 2, one can take Vm approx  Ves, where Vm is the left ventricular volume corresponding to Emax. These assumptions have already been used (37-41) and do not change in any way the basic results and conclusions of this study. It is interesting to note in Table 5 that in cases of small stroke volume (near isovolumic contraction), both (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)d and (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)p increase, but the average intramyocardial passive stress <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs = (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)p + (<A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs)d is small. Note that in a perfect isovolumic contraction with P = <A><AC>D</AC><AC>&cjs1171;</AC></A>h, <A><AC>&sfgr;</AC><AC>&cjs1171;</AC></A>cs = 0 under the hypothetical assumption that the passive medium of the myocardium does not undergo any change of shape (actually a change of shape does occur in an isovolumic contraction).


    DISCUSSION
TOP
ABSTRACT
INTRODUCTION
MATHEMATICAL MODEL
EXPERIMENTAL APPLICATIONS
DISCUSSION
REFERENCES

Several aspects of this work deserve some discussion to indicate the limitations of this study, points of controversy, and possible orientation for future research.

Linear Model

Several studies (17, 18, 46, 49) in the past have indicated that the linear elastic model cannot correctly describe the contraction of the myocardium. However, those studies were limited to linear models in which the myocardium was treated as a passive medium. Also, the present study assumes a symmetric contraction of the cylindrical model that neglects the effect of twist and shear. Recent studies on this aspect of the problem (21, 47) also indicate that the approximation of a symmetric contraction will affect the accuracy of the results.

Stress Measurement with Micropipette

The intramyocardial passive stress can be written as a six-component tensor
&sfgr;<SUB><IT>ij</IT></SUB><IT>=</IT>P<SUB>h</SUB>&dgr;<SUB><IT>ij</IT></SUB><IT>+</IT>s<SUB><IT>ij</IT></SUB> (13)
where Ph is a hydrostatic pressure and sij is the deviatoric stress; similar decomposition can also be used for the active fiber stress (5, 41, 42). The indexes (i and j) equal r, c, and L and indicate, in a cyclic way, the components of the stress in cylindrical coordinates. What does the micropipette transducer in the experience of Mihailescu and Abel (27) actually sense? These authors calculate the radial passive stress (sigma r)p and compare it with what they claim is the measurement of intramyocardial pressure, which can be understood as the equivalent of the hydrostatic pressure in Eq. 13. A source of confusion is that intramyocardial pressure has been extensively used in the literature where in fact intramyocardial passive stress is meant (2). It is suggested in this study that the micropipette transducer is actually sensing the total force acting on it, and, when properly calibrated, it measures the total force/unit area, which is the total passive stress (Eqs. 7d and 8a). Stein et al. (44), using a microtransducer, have reported that their measurements do not depend on the axial rotation of the needle; however, they reported that it was important to maintain the position of the microtransducer relative to the myocardium unchanged whence inserted. Nematzadeh et al. (32) also mention the necessity of consistent orientation of the sensing surface of the microtransducer within the myocardium. There is an apparent dependence of the measurement on orientation. According to Brandi and McGregor (2), in view of the complex intramyocardial structure, it is unjustified to speak of "pressure" in the tissue (which is a scalar quantity similar to Ph in Eq. 13). On the contrary, it can be confidently predicted that the intramyocardial passive stress is a tensorial quantity with six components, which, under the assumption of symmetric contraction used in this study, reduces to a vectorial quantity with three components: sigma r, sigma c, and sigma L.

Simplified Contraction Model

An important observation reported by Waldman et al. (47) is that the principal shortening direction and fiber direction were almost parallel in the outer wall, but perpendicular in the inner wall where shortening was greatest near the circumferential direction and accompanied by substantial wall thickening (wall thickening can account for 25 to 50% of stroke volume; Refs. 8, 9, and 11). This explains the result of this study: that in the inner layers of the myocardium the circumferential passive stress sigma c is ~90% the value of the total passive stress sigma tot which seems to be near or in the direction of maximum shortening. Because twist, shear, and longitudinal shortening are neglected in the two-dimensional calculation of this study, this may explain why the values of <A><AC>D</AC><AC>&cjs1171;</AC></A>h calculated in the subepicardium at r = 1.44 cm are lower than the other values reported in Table 3. Another reason may be the experimental difficulty to measure the total passive stress near the surface of the epicardium.

In conclusion, this study shows that the stress induced in the passive medium of the myocardium (called intramyocardial passive stress in this study) can be expressed as the resultant effect 1) of a stress induced by the active fiber stress <A><AC>D</AC><AC>&cjs1171;</AC></A>h in the radial direction and 2) of a stress induced by the pressures P and Po applied on the myocardium. Application of the mathematical approach used in this study to some experimental results published in the literature gives a strong evidence for the consistency of the mathematical formalism used, although more studies are needed to test the accuracy and the validity of this approach. The possibility to relate the intramyocardial passive stress to the elastance Emax and to the residual volume Vd of the end-systolic pressure-volume relation can lead to new insight in the understanding of cardiac mechanics, with possible interesting clinical applications, especially in cases of hypertrophy and hypertension (15).

Application of large elastic deformation (6) to a study similar to this one remains an interesting work that remains to be done.


    FOOTNOTES

Address for reprint requests and other correspondence: R. M. Shoucri, Dept. of Mathematics and Computer Science, Royal Military College of Canada, Kingston, Ontario, Canada K7K 7B4 (E-mail: shoucri-r{at}rmc.ca).

The costs of publication of this article were defrayed in part by the payment of page charges. The article must therefore be hereby marked "advertisement" in accordance with 18 U.S.C. Section 1734 solely to indicate this fact.

Received 12 November 1999; accepted in final form 1 June 2000.


    REFERENCES
TOP
ABSTRACT
INTRODUCTION
MATHEMATICAL MODEL
EXPERIMENTAL APPLICATIONS
DISCUSSION
REFERENCES

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Am J Physiol Heart Circ Physiol 279(5):H2519-H2528
0363-6135/00 $5.00 Copyright © 2000 the American Physiological Society




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