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List of Contributors N.H. Barmack, Neurological Sciences Institute, Oregon Health and Science University, 505 NW 185th Avenue, Beaverton, OR 97006, USA R.H.I. Blanks, Florida Atlantic University, Charles E. Schmidt College of Science, 777 Glades Road, P.O. Box 3091, Boca Raton, FL 33431-0991, USA R. Blumer, Institute of Anatomy, University of Vienna, Waehringerstrase 13, A-1090 Vienna, Austria U. Büttner, Department of Neurology, Ludwig-Maxmilian University Munich, Klinikum Grosshadern, Marchioninistr. 15, D-81377 Munich, Germany J.A. Büttner-Ennever, Institute of Anatomy, Ludwig-Maximilian University of Munich, Petten Koferstr. 11, D-80336 Munich, Germany P.D.R. Gamlin, Department of Vision Sciences, University of Alabama at Birmingham, 924 South 18th Street, Birmingham, AL 35294-4390, USA R.A. Giolli, Department of Anatomy and Neurobiology, University of California, College of Medicine, Irvine, CA 92697-1275, USA J.K. Harting, Department of Anatomy, University of Wisconsin Medical School, 1300 University Avenue, Madison, WI 53706, USA Y. Hata, Department of Systems Neurophysiology, Graduate School of Medicine, Tokyo Medical and Dental University, 1-5-45 Yushima, Bunkyo-ku, Tokyo 113-8519, Japan S.M. Highstein, Washington University School of Medicine, Department of Otolaryngology, Box 8115, 4566 Scott Avenue, St. Louis, MO 63110, USA G.R. Holstein, Department of Neurology and Cell Biology, Mount Sinai School of Medicine, Box 1140, One Gustave Levy Place, New York, NY 10029, USA A.K.E. Horn, Institute of Anatomy, Ludwig-Maximilian University of Munich, Pettenkoferstrasse 11, 80336 Munich, Germany Y. Izawa, Department of Systems Neurophysiology, Graduate School of Medicine, Tokyo Medical and Dental University, 1-5-45 Yushima, Bunkyo-ku, Tokyo 113-8519, Japan K.Z. Konakci, Center of Anatomy and Cell Biology, Integrative Morphology Group, Medical University Vienna, Waehringerstrasse 13, A-1090 Vienna, Austria F. Lui, Dipartimento di Scienze Biomediche, Sezione di Fisiologia, Universita di Modena e Reggio Emilia, Via Campi 287, 41100 Modena, Italy J.C. Lynch, Department of Anatomy, Ophthalmology and Neurology, University of Mississippi Medical Center, 2500 N. State Street, Jackson, MS 39216, USA P.J. May, Department of Anatomy, Ophthalmology and Neurology, University of Mississippi Medical Center, 2500 North State Street, Jackson, MS 39216, USA R.A. McCrea, Department of Neurobiology, Pharmacology and Physiology, University of Chicago, Abbott 09/MC 0926, 947 E. 58th Street, Chicago, IL 60637, USA M. Möck, Department of Anatomy, Visual Sensorimotor Section, Neurological Clinic, University Hospital Tubingen, D-72076 Tubingen, Germany R.M. Müri, Perception and Eye Movement Laboratory, Departments of Neurology and Clinical Research, University of Bern, Inselspital, CH-310 Bern, Switzerland v J.D. Porter, National Institutes of Neurological Disorders and Stroke, 6001 Executive Blvd, NINDS/NSC 2142, Bethesda MD 20892, USA Y. Shinoda, Department of Systems Neurophysiology, Graduate School of Medicine, Tokyo Medical and Dental University, 1-5-45 Yushima, Bunkyo-ku, Tokyo 113-8519, Japan yR.F. Spencer, Departments of Anatomy and Otolaryngology, Medical College of Virginia, Richmond, VA 23298, USA (deceased 2001) Y. Sugiuchi, Department of Systems Neurophysiology, Graduate School of Medicine, Tokyo Medical and Dental University, 1-5-45 Yushima, Bunkyo-ku, Tokyo 113-8519, Japan P. Thier, Department of Cognitive Neurology, Hertie-Institute of Clinical Brain Research, University of Tubingen, Hoppe-Seyler 3, 72076 Tubingen, Germany J.-R. Tian, Jules, Stein Eye Institute, 3-310 DSERC, UCLA Medical Center, 100 Stein Plaza, Los Angeles, CA 90095-7002, USA B.V. Updyke, Department of Anatomy, University of Wisconsin Medical School, 1300 University Avenue, Madison, WI 53706, USA J. Voogd, Erasmus Medical Center Rotterdam, Department of Neuroscience, Box 1738, 3000 DR Rotterdam, The Netherlands vi Preface This book is dedicated to Bernard Cohen who discovered that the paramedian pontine reticular formation (PPRF) was essential for the generation of saccadic eye movements 40 years ago. His work and his unfailing enthusiasm continue to inspire the field of oculomotor and vestibular research. The updated and extended version of ‘Neuroanatomy of the Oculomotor System’ is a set of reviews which focus on the functional neuroanatomy and connectivity of the brain areas involved in controlling eye movements. The first edition of ‘Neuroanatomy of the Oculomotor System’ was published as volume 2 of ‘Reviews in Oculomotor Research’. This series outlived its commercial life and has been discontinued. But we are delighted to be able to continue the spirit of these reviews in a volume of ‘Progress in Brain Research’. We chose to publish this updated and extended version as part of this series because it fits well with the character of ‘Progress in Brain Research’, and because this series is available in most university libraries. The first chapter is written as an introduction to the oculomotor system: it discusses the different types of eye movements, the structures involved in their generation and some clinical aspects; it deals with saccades, the vestibulo-ocular reflex, optokinetic responses, vergence, smooth pursuit and gaze-holding. Chapter 1 also introduces current concepts such as ‘pulleys’ in the orbit (i.e. the functional consequences of the Tenon’s capsule), and integrators for gaze-holding. Each of the various topics is picked up in a later chapter and the neuroanatomy dealt with in more detail. The subsequent chapters are arranged in a ‘bottom –up’ approach; they review the structure and control of eye muscles in the periphery, the next chapters are on the oculomotor nuclei in the brainstem, then the reticular formation, the vestibular nuclei and cerebellum. The following chapters move on to more rostral structures, the tectum, the pretectum, basal ganglia, thalamus and cerebral cortex. Many new networks influencing eye movements have been discovered, and many new hypotheses have been proposed, over the 17 years separating the two editions of this book; and as a consequence six new chapters have been added to the original version. The most provocative of these is Chapter 3, which is a review of eye muscle proprioceptors and their relationship to the control of eye movements. Here we have made an attempt to integrate the slightly unpopular field of ‘extraocular proprioception’ into the current concepts of the oculomotor system, although the evidence for these hypotheses is incomplete. Perhaps it is too early to come to conclusions on the role of extraocular proprioception, but we have tried to show that the established facts can be re-interpreted in the light of recent discoveries in fields such as neural development, genetics and neurotrophins etc., which reveal the factors influencing the development of muscle spindles, Golgi tendon organs and their neural circuitry. The field of proprioception is fraught with controversy, and this is reflected in Chapter 3 by the differing views of the authors on the function of a neural structure unique to eye muscles – the palisade ending. One camp supports the view that they are motor, the others provide evidence for their sensory nature. Nevertheless, we are convinced that our differences will be resolved in the future by collaborating with each other; and hence the combined authorship of Chapter 3. The other five new chapters in this updated and extended version are devoted to the following topics: the inferior olive (Chapter 9), which shows how the olivary climbing fibers impose a topography onto the vii cerebellum: the pontine nuclei and nucleus reticularis tegmenti pontis (Chapter10), which likewise determine the organization of cerebellar afferents but of the mossy fiber type: the accessory optic nuclei (Chapter 13), which provide optokinetic signals to the brainstem, but whose clinical relevance is completely unknown up to now:and the basal ganglia (Chapter 14), where functional oculomotor networks can now be followed within the circuitry of the forebrain. Finally, a new review of functional magnetic resonance imaging (fMRI) studies of oculomotor-related structures has also been introduced (Chapter 16). The eleven original chapters have been re-written and updated. In almost all cases they have completely altered their character, depending on whether or not a new scientist, or group of scientists, have taken on the authorship: this holds for the chapters on the oculomotor nuclei (Chapter 4), reticular formation (Chapter 5), the vestibular nuclei (Chapter 6), prepositus hypoglossi (Chapter 7), cerebellum (Chapter 8), the superior colliculus (Chapter 11), pretectum (Chapter 12), cerebral cortex (Chapter 15), and spinal cord (Chapter 17). In this respect, the old edition is by no means replaced by the new updated version: the chapters of the old edition will remain useful in their own right because the new authors review different aspects of the structure. The old Chapter 2 is a masterly review of the properties of eye muscles: Bob Spencer told me in 1987 that he was slow writing it because he had to do a lot of new experiments in order to write it properly. It has now been thoroughly updated but the authorship of the new Chapter 2 was left in its original constellation in respect to Robert F. Spencer (1950 – 2001), a great scientist. The idea of this new and extended version was initiated several years ago by Volker Henn (1943–1997), who we still sorely miss. Its production has only been possible with the enormous patience and hardwork of the authors, each of which were chosen for their scientific expertise. I have been very fortunate to have had the support of Maureen Twaig at Elsevier, as well as the continual encouragement and assistance from Ahmed Messoudi and Rita Büttner in Munich: I am very grateful to all of them. Jean A. Büttner-Ennever Munich, April 2005 viii Contents List of Contributors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii 1. Present concepts of oculomotor organization U. Büttner and J.A. Büttner-Ennever (Munich, Germany) . . . . . . . . . . . . . . . . . . . . 1 2. Biological organization of the extraocular muscles R.F. Spencer and J.D. Porter (Richmond, VA and Cleveland, OH, USA) . . . . . . . . . 43 3. Sensory control of extraocular muscles J.A. Büttner-Ennever, K.Z. Konakci and R. Blumer (Munich, Germany and Vienna, Austria) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 4. The extraocular motor nuclei: organization and functional neuroanatomy J.A. Büttner-Ennever (Munich, Germany). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 5. The reticular formation A.K.E. Horn (Munich, Germany) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 6. The Anatomy of the vestibular nuclei S.H. Highstein and G.R. Holstein (St. Louis, MO and New York, NY, USA) . . . . . . 157 7. Nucleus prepositus R.A. McCrea and A.K.E. Horn (Chicago, IL, USA and Munich, Germany) . . . . . . . 205 8. Oculomotor cerebellum J. Voogd and N.H. Barmack (Rotterdam, The Netherlands and Beaverton, OR, USA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 9. Inferior olive and oculomotor system N.H. Barmack (Beaverton, OH, USA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 10. The oculomotor role of the pontine nuclei and the nucleus reticularis tegmenti pontis P. Thier and M. Möck (Tubingen, Germany) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 11. The mammalian superior colliculus: laminar structure and connections P.J. May (Jackson, MS, USA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321 ix 12. The pretectum: connections and oculomotor-related roles P.D.R. Gamlin (Birmingham, AL, USA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 13. The accessory optic system: basic organization with an update on connectivity, neurochemistry and function R.A. Giolli, R.H.I. Blanks and F. Lui (Irvine, CA and Boca Raton, FL, USA and Modena, Italy) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407 14. Oculomotor-related pathways of the basal ganglia J.K. Harting and B.V. Updyke (Madison, WI, USA) . . . . . . . . . . . . . . . . . . . . . . . . 441 15. Cortico-cortical networks and cortico-subcortical loops for the higher control of eye movements J.C. Lynch and J.-R. Tian (Jackson, MS, USA and Los Angeles, CA, USA) . . . . . . . 461 16. MRI and fMRI analysis of oculomotor function R.M. Müri (Bern, Switzerland) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503 17. Long descending motor tract axons and their control of neck and axial muscles Y. Shinoda, Y. Sugiuchi, Y. Izawa and Y. Hata (Tokyo, Japan). . . . . . . . . . . . . . . . 527 Subject Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565 x Progress in Brain Research, Vol. 151 ISSN 0079-6123 Copyright r 2006 Elsevier B.V. All rights reserved CHAPTER 2 Biological organization of the extraocular muscles Robert F. Spencer1 and John D. Porter2,� 1Departments of Anatomy and Otolaryngology, Medical College of Virginia, Richmond, VA 23298, USA 2Departments of Neurology and Neurosciences, Case Western Reserve University and University Hospitals of Cleveland, Cleveland, OH 44106, USA Abstract: Extraocular muscle is fundamentally distinct from other skeletal muscles. Here, we review the biological organization of the extraocular muscles with the intent of understanding this novel muscle group in the context of oculomotor system function. The specific objectives of this review are threefold. The first objective is to understand the anatomic arrangement of the extraocular muscles and their compartmental or layered organization in the context of a new concept of orbital mechanics, the active pulley hypothesis. The second objective is to present an integrated view of the morphologic, cellular, and molecular differences between extraocular and the more traditional skeletal muscles. The third objective is to relate recent data from functional and molecular biology studies to the established extraocular muscle fiber types. Developmental mechanisms that may be responsible for the divergence of the eye muscles from a skeletal muscle prototype also are considered. Taken together, a multidisciplinary understanding of extraocular muscle biology in health and disease provides insights into oculomotor system function and malfunction. Moreover, because the eye muscles are selectively involved or spared in a variety of neuromuscular diseases, knowledge of their biology may improve current pathogenic models of and treatments for devastating systemic diseases. 1. Introduction The extraocular muscles (EOMs) are the effector organ for voluntary and reflexive movements of the eyes. Because the area of high acuity vision, the fovea, subtends a very small angle of visual space, the task of gaze control must be accomplished with high precision through the coordinated activity of the six EOMs. EOM innervation is by motoneu- rons in the oculomotor, trochlear, and abducens nuclei, which represent the final common pathway upon which signals from a variety of supranuclear areas converge to produce five distinct classes of eye movements. The complexity and precision of eye movements is reflected not only in the organization of the central oculomotor systems described elsewhere in this volume, but also in the very biology of the EOMs. Since skeletalmuscle is a highly plastic tissue, readily adapting to usage patterns, one can hypothesize that properties of the novel EOM phenotype exist to meet a complex ‘‘job description’’ of stabilizing and reorienting eye position for clear vision. The biological organiza- tion of EOM is then a consequence of the structure and function of oculomotor systems and, in turn, careful analysis of EOM properties can provide fundamental insights into the status of these neural control systems in health and disease. The layered or compartmentalized organization of the EOMs, into distinctive orbital and global layers, also has important connotations for the function of this �National Institutes of Neurological Disorders and Stroke, 6001 Executive Blvd, NINDS/NSC 2142, Bethesda MD 20892. Tel.: +1 301 496 1917; Fax: +1301 402 1501; E-mail: porterjo@ninds.nih.gov DOI: 10.1016/S0079-6123(05)51002-1 43 novel muscle group. In this review, we seek an understanding of EOM biology in the context of oculomotor system function. Knowledge of skeletal muscle biology does not mean that one understands EOM. As we show here, many of the ‘‘rules’’ that govern skeletal muscle biology do not apply to EOM. The EOMs of some fish exhibit the most remarkable examples of plasticity found in any skeletal muscle. EOM precursor cells take alternative developmental paths to form a weakly electric organ, for navigation, in the stargazer (Astroscopus sp.) or a heater organ, that keeps the eye and brain warm during deep dives, in billfish (Scombroidei order) (Bennett and Pappas, 1983; Block and Franzini-Armstrong, 1988; Block, 1991). While the EOMs are among the fastest muscles in mammals, they also possess slow, non-twitch muscle fibers that are character- istic of phylogenetically older avian and amphibian muscles and other traits more typically associated with cardiac muscle or embryonic skeletal muscle. It is perhaps because of this paradoxical complex- ity in their structural organization that a funda- mental enigma remains in regard to EOM function in normal eye movements and ocular motility dis- orders. One objective of this review is to convey an integrated view of the morphologic, cellular, and molecular divergence of EOM from prototypical skeletal muscle. The multinucleate muscle fiber or myofiber is the autonomous structural and functional unit of skel- etal muscle, but all myofibers are not created equal (Ranvier, 1874). Muscle-to-muscle variability in function has been ascribed to the relative percent- age composition of four highly conserved muscle fiber types (types I, IIA, IIX, and IIB) (Brooke and Kaiser, 1970; Burke et al., 1971; Peter et al., 1972; Schiaffino et al., 1989). By contrast, the myofibers comprising EOM are singularly unique because they do not respect any of the traditional skeletal muscle fiber type classification schemes. Several reviews have described the anatomic organization of EOM fiber types (Peachey, 1971; Mayr, 1978; Asmussen, 1979; Chiarandini and Davidowitz, 1979; Spencer and Porter, 1988; Ruff et al., 1989; Porter and Hauser, 1993a; Porter et al., 1995, 1997; Porter and Baker, 1996). The emergence of a consensus EOM fiber type classification scheme was necessary to interpret later cell and molecular studies and to subsequently develop an overall model of EOMmyofiber function. In spite of recent progress, we only now are beginning to appreciate the full breadth of adaptations of EOM myofiber types to their novel role in eye movement control. A second objective of this review is to integrate new, multidisciplinary data with established morphologic profiles to begin to construct an overall model of the biology of the diverse EOM fiber types. Although EOM compartmentalization into the two distinctive, orbital and global, layers is a long- recognized and highly conserved feature, its functional significance has only recently become clear. Discovery of the EOM pulleys, and the unique relationship of the muscle layers to the pulleys and globe, has created a new concept for the division of labor in EOM (Demer et al., 2000). A third objective of this review is to relate an- atomic and molecular properties of the two EOM layers to this new hypothesis of orbital function. Here, we address these objectives by building upon the anatomical framework established in our prior reviews of EOM (Spencer and Porter, 1988; Porter et al., 1995, 1997; Porter and Baker, 1996; Porter, 2002). Knowledge of the compartmental and myofiber type organization of mammalian EOM and their relationships to oculomotor system development, function, and dysfunction represents an essential framework for future studies. EOM and orbital gross anatomy The EOMs exhibit remarkable variation in number, arrangement (origin and insertion), and innervation throughout phylogeny. From an early prototype of four EOMs, a pattern of six ‘‘primitive’’ EOMs has emerged by an evolutionary process of differentiation or degeneration. The presence of these six muscles, the four recti (superior, inferior, medial, and lateral) and two obliques (superior and inferior), is rather constant across the vertebrate classes from cyclostomes to avians, despite variations in arrangement and innervation (Isomura, 1981). The last principal EOM, the levator palpebrae superi- oris, did not make its appearance in phylogeny 44 until mammals. These seven EOMs are relatively consistent across mammalian species in their gen- eral location and innervation pattern, although individual muscle actions show interspecies variation, particularly apparent in frontal-eyed (e.g., cat, monkey) versus lateral-eyed (e.g., mouse, rat, rabbit) animals. These variations are coincident with species differences in the forward extension of the maxillary process (Fink, 1953) and the relative angles of the visual axis and the semicircular canals (Simpson and Graf, 1981; Ezure and Graf, 1984). The eye sits within the bony orbit surrounded by the EOMs, connective tissue, and orbital fat. The positions of the six rectus and oblique EOMs in cat and monkey are shown in Fig. 1. Inflections in the muscle paths due to orbital connective tissue organization impact EOM actions in primary and secondary gaze positions (see section ‘‘EOM pulleys’’). Although the reference visual axes are parallel and directed straight ahead, the bony orbits point outward at approximately 231. This relationship is important to understanding of the actions of the EOMs because the origin of the rectus muscles is at the orbital apex and they insert in a spiral around the ocular limbus in such a fashion that the superior and the inferior recti form an angle of 231 with the anterior-posterior visual axis in the straight-ahead position. The gross anatomy and general functions of the six EOMs are reviewed here. Medial rectus and lateral rectus muscles The four rectus muscles have a tenon-and-mortise- like origin from a tendinous ring (annulus of Zinn) which surrounds the optic foramen and a portion of the superior orbital fissure (Sevel, 1986). The medial rectus muscle exhibits a single head of origin from both the tendinous ring and the dura that surrounds the optic nerve, and lies medial to Fig. 1. Drawings illustrating superior and lateral views of monkey and cat orbits, with positions of EOMs and accessory EOMs. Superior oblique tendon and select other muscles are cut away for clarity of drawings. Note similar localization and insertion of monkey ALR and cat RBsl. Arrangement of EOMs and accessory EOMs in mouse and rat orbits is similar to that of cat, but the EOMs are surrounded by the Hardarian gland in rodent. ALR, accessory lateral rectus; IO, inferior oblique; IR, inferior rectus; LR, lateral rectus, MR, medial rectus, RB, retractor bulbi (sl, il, sm, and im denote superior lateral, inferior lateral, superior medial, and inferior medial slips, respectively); SO, superior oblique; SR, superior rectus. Drawings by Alex Meredith, PhD. 45 the globe as it courses forward to insert just pos- terior to thecorneoscleral junction. The lateral re- ctus, arising from the tendinous ring as two distinct slips, passes lateral to the globe to insert into the sclera via a long, broad tendinous expansion. The innervation of the medial rectus is provided by the inferior division of the oculomotor nerve, while the abducens nerve innervates the lateral rectus muscle. The nerves to both muscles enter proxi- mally on their global surfaces. Since the insertions of these muscles are symmetrically distributed around the horizontal meridian on opposite sides of the globe, the medial and lateral recti are functional antagonists that serve as the principal adductor and abductor of the eye, respectively. No secondary actions of these muscles are expressed during movements initiated from the primary position. Slight vertical and torsional components induced in extreme positions of gaze are attribut- able to the actions of the other rectus and oblique muscles. The arrangements and actions of the medial and lateral recti are basically identical in lateral- and frontal-eyed mammals. Expansions of their tendons of insertion also have attachments to lacrimal and zygomatic bones (i.e., check ligaments of Lockwood), which were thought to serve to restrict extreme movements in the horizontal plane. More recently, these ‘‘check ligaments’’ have been incorporated into an overall scheme of orbital connective tissue organization (see section ‘‘EOM pulleys’’) and have been termed entheses (Kono et al., 2002). The muscle planes of these and all other EOMs are fixed within the orbit in all gaze positions (e.g., the horizontal recti do not sideslip during up and down gaze) (Miller and Robins, 1987; Miller, 1989). Superior rectus and inferior rectus muscles Like the horizontal recti, the vertical (superior and inferior) recti originate from the tendinous ring at the apex of the orbit and course forward to insert anterior to the equator of the globe. The superior rectus, like the medial rectus, muscle has an addi- tional origin from the dura of the optic nerve (Sevel, 1986). The nerves to the superior and inferior recti, the superior and inferior divisions of the oculomotor nerve respectively, enter the global surface of the proximal portion of each muscle. Although elevation and depression of the globe are the primary actions of the vertical recti, their origins lie medial to the globe such that they exhibit secondary roles in the horizontal and torsional planes. With the eyes in the primary position, the primate vertical recti intersect the globe at an angle of 231 lateral to the visual axis. Thus the superior rectus has a secondary role in adduction and intorsion, while the inferior rectus assists in ad- duction and extortion. Though the primary actions of the vertical recti are the same in lateral-eyed mammals, the angle of force of these muscles shifts 201 medial to the visual axis thereby altering their secondary actions. As a result, in lateral-eyed mammals the superior rectus secondarily extorts and abducts, while the inferior rectus has a supple- mental role in intorsion and abduction. A modified distal segment of the superior rectus, the lateral arm, is evident in rabbit and is primarily com- prised of orbital layer multiply innervated muscle fiber types (Briggs et al., 1988) (see section ‘‘Detailed organization of EOM fiber types’’). A similar structure may exist in humans (Kono et al., 2002). Unlike the horizontal recti, the superior and inferior recti do not have the enthesis connections to the orbital walls (Kono et al., 2002). Superior oblique muscle The superior oblique muscle, like the four recti, arises from the tendinous annulus at the apex of the orbit. A small fascicle of muscle fibers on the medial surface of the muscle originates from the medial bony wall of the orbit. Coursing forward from an origin which lies dorsomedial to that of the medial rectus, the superior oblique passes through a fib- rocartilaginous ring, the trochlea, and turns laterally to insert on the superior aspect of the globe. The insertion of this muscle falls posterolateral to the central point of the globe in frontal-eyed mammals, but anterolateral in lateral-eyed mammals. The trochlear nerve, upon entering the superior orbital fissure, courses medially to enter the superior portion of the orbital surface of the muscle. From the primary position, the predominant action of 46 this muscle in both lateral- and frontal-eyed animals is intorsion. Differences in the point of insertion of the superior oblique in the primate versus the rabbit lead to clear differences in its secondary actions. The primate superior oblique secondarily depresses and abducts the globe, while that of the rabbit secondarily elevates and adducts. An anomalous muscle, the gracillimus orbitis (of Bochdalek) or comes obliqui superioris (of Albin), when present, originates from the proximal dorsal surface of the superior oblique muscle, inserts on the trochlea and/or its surrounding connective tissue, and is innervated by a branch of the fourth nerve (Whitnall, 1921). Inferior oblique muscle In contrast to the origin of the other principal EOMs from the annulus of Zinn, the inferior oblique muscle arises from the maxillary bone in the medial wall of the orbit. The origin of the inferior oblique muscle furthermore may display considerable variation in its anatomical relation- ship to the nasolacrimal canal (Whitnall, 1921). The muscle passes ventral to the tendon of the inferior rectus and inserts on the lateral aspect of the globe medial to the tendon of the lateral rectus. The insertion of the inferior oblique, like that of the superior oblique, is posterior to the equator in the primate and anterior to the equator in the rabbit, thereby resulting in the same primary ac- tion, extorsion, but different secondary actions. The inferior oblique of lateral-eyed animals second- arily depresses and adducts, while that of frontal- eyed animals elevates and abducts. Innervation is provided by a branch of the inferior division of the oculomotor nerve that enters the muscle near its posterior border. Levator palpebrae superioris muscle The levator palpebrae superioris has a narrow origin from the orbital surface of the lesser wing of the sphenoid bone, just above the optic foramen and the origin of the superior rectus. In its distal course, this muscle crosses the superior aspect of the globe and fans out to insert via broad aponeuroses onto both the skin of the upper eyelid and the superior tarsal plate. Since a scleral insertion is ab- sent, this muscle exerts no direct influence upon the globe, although an indirect influence is mediated by a partial blending of the levator aponeurosis with the tendon of the superior rectus muscle. Innerva- tion is provided by a branch of the superior division of the oculomotor nerve that passes to the proximal portion of the muscle either through or lateral to the superior rectus. The levator palpebrae functions in elevation of the upper eyelid. Occasionally, though perhaps not infrequently, two anomalous muscles are associated with the levator palpebrae, and, like the latter, are innervated by branches from the superior division of the 3rd nerve (Whitnall, 1921; Isomura, 1977; Sacks, 1985). The tensor trochleae (of Budge) arises from the medial border of the levator muscle and inserts onto the trochlea of the superior oblique muscle and/or its surround- ing connective tissue. A muscle of similar name and insertion, but originating from the ventral rim of the optic foramen in proximity to the origin of the su- perior rectus muscle and innervated by the fourth nerve, has been described in the rabbit (Murphy et al., 1986). The transversus orbitus attaches between the medial and lateral walls of the orbit connecting with the levator muscle en route. Accessory EOMs In addition to the seven principal EOMs, many vertebrates possess accessory EOMs. Accessory EOMs in cat and monkey are shown in Fig. 1. In most species, the accessory muscle takesthe form of the retractor bulbi (Hopkins, 1916; Cords, 1924; Isomura, 1981). The retractor bulbi is correlated with the presence of a nictitating membrane, and these structures are synergistic in reflex retraction of the globe in response to corneal stimulation. The retractor bulbi first appears in phylogeny as a continuous sheath that surrounds, or two slips lying dorsal and ventral to, the optic nerve in amphibians. In both amphibians and reptiles, the retractor bulbi is paired with the membranae nic- titans muscle. In avians, these two muscles are re- placed by quadratus membranae nictitans and pyramidalis muscles. The mammalian retractor 47 bulbi muscle variably has two (mouse), three (dog), or four (rat, rabbit, cat) slips. Innervation of the retractor bulbi exhibits species-specific patterns from branches of the oculomotor and/or abducens nerves (Spencer and Sterling, 1977; Grant et al., 1979, 1981; Crandall et al., 1981; Meredith et al., 1981; Evinger et al., 1987). With the regression of the nictitating membrane to a vestigial plica semilunaris in primates, the retrac- tor bulbi is reduced to a single homologous slip in the monkey, the accessory lateral rectus muscle, which is innervated by the abducens nerve (Spencer and Porter, 1981; Schnyder, 1984). An accessory lateral rectus muscle may render monkeys resistant to esotropia (Boothe et al., 1990) and has been re- ported in humans only in one case of congenital oculomotor nerve palsy (Park and Oh, 2003). EOM pulleys The recent discovery of EOM pulleys, and their interrelationship with the compartmentalized struc- ture of the EOMs (see section ‘‘Compartmental organization of EOM’’), represents a paradigm shift in oculomotor function. Evidence that rectus muscle bellies remain relatively fixed in the orbit despite surgical transposition of their insertions provided the first suggestion that EOM muscle paths were fixed relative to the orbit (Miller et al., 1993). Subsequent anatomical and imaging studies characterized fibroelastic sleeves, or pulleys, repre- senting specializations in Tenon’s capsule (Fig. 2). EOM pulleys are located approximately at the equator of the globe and suspended from the bony orbit by collagen/elastin/smooth muscle struts or entheses (Demer et al., 1995; Porter et al., 1996; Clark et al., 1997; Kono et al., 2002). Adjacent muscle pulleys are intercoupled by connective tissue bands. The pulleys provide inflection points in EOM paths, thereby serving as functional or- igins for each muscle. Species differences in pulley morphology correlate with known differences in EOM biology and visuomotor function in rat ver- sus humans (Khanna and Porter, 2001). The recent finding that the two distinct EOM compartments or layers have separate insertion points led to formulation of the active pulley hypothesis, in which movements of pulley (by the orbital layer) and globe (by the global layer) are coordinated but not necessarily coincident (Demer et al., 2000). The active pulley system uses orbital layer motor units to alter pulley positions and thereby adjust EOM vector forces in different gaze positions, greatly simplifying the task of central oculomotor control systems by making commands independent of in- itial eye position (Clark et al., 2000). Any role that the smooth muscle tissues, and their specialized in- nervation (Demer et al., 1997), might play in pulley positional control is poorly understood at this time. The functional context of the EOMs An understanding of the novel biology of the EOMs is incomplete without an appreciation for the demands of ocular motility (for a thorough review, see other chapters of this volume and Leigh and Zee, 1999). The reflexive oculomotor control systems that stabilize images on the retina, thereby preventing blur during head/body movement, are the phylogenetically oldest and form a base upon which the other eye movement systems operate. Thus, the vestibulo-ocular and optokinetic reflexes are found in all vertebrates, but visual targeting movements, such as saccades and smooth pursuit, appear later in phylogeny and vergence move- ments are associated only with the evolution of frontally placed eyes and high acuity specializa- tions of the retina (e.g., area centralis, fovea). Elaboration of the more sophisticated oculomotor control systems correlates with specific, patterned changes in EOM biology (see section ‘‘Differences in EOM fiber types in the same and different species’’). Accessory EOMs are typically restricted to species with incomplete bony orbits, where re- flex retraction is required to protect the eye. While the oculomotor system is arguably the best understood of skeletomotor control systems, it also is among the most complex. Unlike most skeletal muscles, which often are tightly role-specific, individual EOMs serve very diverse functional repertoires and execute eye movements almost continuously throughout waking hours. Binocular alignment and maintenance of steady fixation upon targets are essential for clear vision and must be 48 accomplished within very fine tolerances or else blur and diplopia (double vision) result. On one hand, EOM responds to polymodal sensory signals to produce slow, smooth changes in eye position in vestibulo-ocular, optokinetic, vergence, and pursuit movements that stabilize and/or track visual targets. On the other hand, in acquiring novel visual targets the EOMs must execute saccadic eye movements that can exceed 6001/s. Skeletal muscle characteristics are directly influ- enced by the patterned activity of the motoneurons that innervate them (Pette, 2002). Oculomotor motoneurons represent the common output of the control systems described above and have highly stereotyped discharge patterns (Robinson, 1970), including: (a) tight linkage between sustained activity and eye position, (b) rapid and large puls- es of motoneuron discharge associated with sac- cadic eye movements, and (c) an overall high level of motoneuron activity, exceeding that of spinal motoneurons by an order of magnitude. EOM fibers then must be responsive over an unprece- dented dynamic range that requires adaptations for contraction speed and fatigue resistance well be- yond that experienced by the more typical skeletal muscles. To this end, EOM utilizes the full range of phenotypic options available to adult skeletal muscle plus traits strategically borrowed from Fig. 2. Diagrammatic representation of orbital connective tissue relationships to the EOMs and eye, including the specializations of Tenon’s capsule, the rectus muscle pulleys. The connective tissues of the orbit are thickened to form pulleys for the four rectus muscles and inferior oblique. Interconnections between, and anterior and posterior to, the pulleys are the pulley sling. Differential distribution of orbital smooth muscle, collagen, and elastin components of pulleys and associated tissues is indicated. The three coronal views are represented at the levels indicated by arrows in the horizontal section. Separate insertions of orbital and global layers upon pulley and globe, respectively, also are indicated. IO, inferior oblique; IR, inferior rectus; LPS, levator palpebral superioris; LR, lateral rectus; MR, medial rectus; SO, superior oblique; SR, superior rectus (figure courtesy of J.L. Demer and J.M. Miller; see Demer, 2000). 49 phylogenetically primitive skeletal muscle, imma- ture skeletal muscle, and cardiac muscle. There likely is a causal relationship between the wide dynamic range of oculomotor control systems and the complexity and diversity of EOM. Compartmental organization of EOM Skeletal muscles are generally heterogeneous in cross-sectional appearance and compartmentalized or layered patterns may be evident. Various func- tional advantages of compartmentalization in tra- ditional skeletal muscles have been previously addressed (English and Letbetter, 1982; Eason et al., 2000). Likewise, the rectus and oblique EOMs are characterized by a distinctive compartmentali-zed organization (Kato, 1938) (Fig. 3A). Each has an outer orbital layer adjacent to the periorbita and orbital bone and an inner global layer close to the optic nerve and eye. In some species, a transitional zone (e.g., monkey), containing an admixture of muscle fiber types from either layer, or a connec- tive tissue band (e.g., rabbit) may be evident between the orbital and global layers. A thin muscle fiber layer external to the orbital layer, termed the mar- ginal zone (Wasicky et al., 2000) or peripheral patch layer (Harker, 1972), has been documented in some species. In the rectus muscles, the orbital layer is comprised of smaller diameter fibers and typically is c-shaped, encompassing the global layer except for a gap left adjacent to the optic nerve or globe. In the oblique muscles, the orbital layer often completely encircles the global layer. The global layer extends the full muscle length, inserting into the sclera via a well-defined tendon, while the orbital layer ends before the muscle be- comes tendinous. Recent studies have shown that this early termination of the orbital layer is a con- sequence of its insertion into the muscle pulley, at approximately the equator of the globe (Demer et al., 2000) (Fig. 2). By contrast, neither the le- vator palpebrae superioris nor the accessory EOMs have an orbital layer compartment, a find- ing that correlates with their lack of muscle pulleys. In addition to the clear differences in myofiber diameter, the two EOM layers are distinguished by substantial morphologic and immunocytochemical differences. First, the interrelated features of mitochondrial content, oxidative enzyme activities (e.g., SDH, NADH-TR), and microvascular net- work all are more developed in the orbital layer. Collectively, these traits correlate with the high fatigue resistance and continuous activation of the orbital layer. Second, the orbital layer expresses traits usually associated with developing skeletal muscle. While traditional skeletal myofibers exhibit a developmental transition in expression of embry- onic to neonatal to adult myosin heavy chain iso- forms, adult orbital layer myofibers retain the embryonic myosin heavy chain (Myh3) (Wieczorek et al., 1985; Jacoby et al., 1990; Brueckner et al., 1996). Neural cell adhesion molecule (NCAM), a cell surface molecule normally downregulated dur- ing myogenesis, also persists on virtually all orbital, but only some global, layer fibers (McLoon and Wirtschafter, 1996). A similar pattern is apparent Fig. 3. Histological profiles of the EOM layers (A) and fiber types (B, C) in the monkey lateral rectus muscle. Note general fiber type size differences, with the c-shaped orbital layer con- taining smaller diameter fibers. Profiles of the SIFs (1, 3–5) and MIFs (2, 6) in the orbital (B) and global (C) layers are indi- cated. Phase contrast light photomicrographs of semithin (1mm) sections highlight differences in mitochondrial content of different muscle fiber types. 1, orbital SIF; 2, orbital MIF; 3, global red SIF; 4, global intermediate SIF; 5, global white SIF; 6, global MIF. 50 for the embryonic (g) acetylcholine receptor (AChR) subunit, as it is present at all neuromuscular junc- tions of orbital layer myofibers, but only at those of some global layer myofibers (Kaminski et al., 1996). Because few investigators work on the cell and molecular biology of EOM, observations such as the orbital layer retention of embryonic traits are sparse. To more efficiently identify such orbital and global layer specializations, we used laser capture microdissection to isolate EOM layer-specific sam- ples and then determined their gene expression sig- natures by high-throughput DNA microarray analyses. Differential expression profiling identified 181 transcripts with preferential expression in the orbital or global layer, encompassing genes with a wide range of functions (see Khanna et al., 2004 and accession number GSE 907 in the National Center for Biotechnology Information (NCBI) Gene Ex- pression Ontology (GEO) database). Among these, several slow/cardiac muscle markers were preferen- tially expressed in the orbital layer (TNNC1, MYH7, MYH6, CSRP3, TNNT2, FHL1, NRXN3, andNEBL). These data suggest that the orbital may be functionally slower than the global layer and that properties of orbital layer fibers alone may explain and extend several prior findings of cardiac muscle- specific gene or protein expression in EOM. Overall, the orbital and global layers are very different in their morphologic and gene expression profiles, consistent with their respective muscle pul- ley and eye movement roles. Preferential expression of the transcription factor, CSRP3 (and transcripts that are regulated by CSRP3; e.g., FHL1, MYH3) (Khanna et al., 2004), by the orbital layer is a par- ticularly interesting finding. CSRP3 responds to muscle stretch by activating transcripts associated with early myogenesis (Knoll et al., 2002). Orbital layer expression of CSRP3 may mechanistically link the continuous activity of this layer against elastic elements of muscle pulleys to the orbital layer retention of various embryonic traits. Traditional skeletal muscle fiber types Most skeletal muscles are comprised of variable percentages of four conserved muscle fiber types. The myofiber traits that are responsible for contraction speed and fatigue resistance are not independently regulated. Instead, myofiber prop- erties that determine speed and fatigability are co-expressed in specific patterns that led to the recognition of discrete muscle fiber types. The major myofiber classification schemes (Brooke and Kaiser, 1970; Peter et al., 1972; Burke et al., 1973; Gauthier and Lowey, 1979; Schiaffino et al., 1989) agree on three to four fiber types in typical skeletal muscle: (a) slow-twitch, fatigue resistant (red or type I), (b) fast-twitch, fatigue resistant (intermediate or type IIA), (c) fast-twitch, inter- mediate (type IIX), and (d) fast-twitch, fatigable (white or type IIB). Structural and functional properties of these four traditional fiber types are summarized in Table 1. Muscle fiber types have distinct functional identities (Close, 1972; Burke et al., 1974), each with a relatively narrow optimal working range such that their collective actions are required to achieve typical physiologic whole muscle force-velocity profiles. These four fiber types are found in various proportions in virtually every mammalian skeletal muscle. For example, slow fatigue-resistant muscles like soleus are prin- cipally comprised of types I and IIA, while type IIB fibers predominate in fast, fatigable muscles like gastrocnemius. It is well recognized that the four discrete myofiber types may represent pheno- types along a continuum in variation of myofiber traits. Nonetheless, the fiber type classification schemes have been an essential means of under- standing muscle function and are of considerable value in diagnosis and muscle disease modeling, as several neuromuscular diseases preferentially in- volve specific muscle fiber types. Initial gene expression profiling studies have sug- gested that differences between muscles that are comprised of predominately type I versus type IIB myofibers are relatively modest (Campbell et al., 2001). However, more recent data support a greater degree of divergence among skeletal muscle groups than can be explained simply by differences in com- position of stereotypic fiber types (Porter et al., 2004). These data suggest that there might be more variability among the traditional muscle groups and myofiber types than is currently known. Despite the value of the fiber type concept for over 130 years (Ranvier, 1874), myofibers present in some muscle groups do not appear to respect 51 traditional classification schemes. The allotype concept originated as a framework to account for the phenotypic range available to skeletal mus- cle (Hoh et al., 1988, 1989). Three allotypes were defined on the basis of their potential toexpress specialized myosins: masticatory (super fast myo- sin), EOM (EOM-specific myosin, designated Myh13), and limb (no allotype-specific myosins), and their appearance is dependent upon an inter- action of muscle lineage with appropriate inner- vation patterns. The distinctive fiber types comprising the EOM allotype are discussed here. Overview of EOM fiber types Early morphologic and physiologic studies recog- nized that myofibers present in mammalian EOM were atypical. Siebeck and Kruger (1955) identified two basic EOM fiber types, one type similar to the typical twitch fibers of mammalian skeletal muscles (now designated singly innervated fibers or SIFs) and the other similar to slow fibers atypical for mammalian skeletal muscle (now designated mul- tiply innervated fibers or MIFs). The SIFs of rectus and oblique EOMs are invariably fast-twitch Table 1. Structural and functional profiles of the routine skeletal muscle fiber types Terminologiesa Brooke and Kaiser (1970) I IIA IIX IIB Peter et al. (1972) Slow-twitch-oxidative Fast-twitch-oxidative glycolytic Fast-twitch-glycolytic Burke et al. (1973) S FR F (int.) FF Gauthier and Lowey (1979) Red (slow) oxidative Red (fast) oxidative glycolytic Intermediate White glycolytic Schiaffino et al. (1989) I IIA IIX IIB Histochemical profiles Myosin ATPase (pH 9.4) Low High High High Myosin ATPase (pH 4.6) High Low Intermediate Intermediate Myosin ATPase (pH 4.3) High Low Intermediate Low SDH (mitochondrial aerobic) High Intermediate–high Intermediate Low NADH-TR (aerobic) High Intermediate–high Intermediate Low LDH (anaerobic) High Intermediate–high Intermediate Low Men-a-GPD (anaerobic) Low High Intermediate High PAS (glycogen) Low High Intermediate Intermediate–high Phosphorylase Low High High High Oil Red O (lipid) High Low Low Low Alkaline phosphatase (capillaries) High High Low Low Immunocytochemical profiles Myosin heavy chain Myh7 (I/b-cardiac) Myh2 (IIA) Myh1 (IIX) Myh4 (IIB) Ultrastructural profilesb Z-line Wide Wide Narrow Narrow Mitochondria Many, small Many, large Moderate, small Few, small Sarcoplasmic reticulum, T- tubules Elaborate, narrow Elaborate, narrow Moderate, small Compact, broad, parallel Neuromuscular junctions Large, widely spaced, deep folds Discrete, separate, small, elliptical, shallow, sparse folds Long and flat; long, branching, closely spaced folds Physiological profilesc Twitch contraction time (ms) Slow Intermediate Fast Fast Twitch tension (g) Very low Low Intermediate High Relative fatigue resistance Resistant (very) Resistant (moderate) Intermediate Sensitive aTerminology from the major skeletal muscle fiber type classification schemes. bConsenus morphologic traits from multiple studies (Gauthier, 1969; Padykula and Gauthier, 1970; Schiaffino et al., 1970). cConsensus physiological traits derived from multiple studies (Close, 1972; Burke et al., 1973, 1974). 52 (among EOMs, slow-twitch fibers are found only in the levator palpebrae superioris; see Porter et al., 1989). MIFs have been found in EOM and a few other, highly specialized craniofacial muscles (e.g., tensor tympani and laryngeal muscles) (Fernand and Hess, 1969; Mascarello et al., 1982; Veggetti et al., 1982; Han et al., 1999). We suggest that MIFs, while exceptionally rare in skeletal muscle, may be more prevalent among craniofacial muscles than is currently appreciated. Physiologic studies identified two MIF types in EOM, differing on the basis of location within the orbital or global layers and their physiological ability to propagate action potentials (Hess and Pilar, 1963; Bach-y-Rita and Ito, 1966; Pilar and Hess, 1966; Pilar, 1967). The two types of EOM MIFs resemble the multiply innervated fibers that are found in amphibian (similar to global layer MIFs) and avian (similar to orbital layer MIFs) skeletal muscles (Morgan and Proske, 1984). Interestingly, the neuromuscular junctions associated with SIFs and MIFs appear to exhibit very similar molecular organization and both have only modest differences from those of other skeletal muscles (Khanna et al., 2003b). Since these early studies, EOM fiber typing has evolved such that there now is a consensus on a six fiber type classification scheme for mammalian EOM (for a historical review, see Spencer and Porter, 1988). There are also several extensive reviews of this fiber classification scheme (Spencer and Porter, 1988; Porter et al., 1995; Porter and Baker, 1996). While any single measure (e.g., myo- fibrillar ATPase) might lead one to believe that EOM is comprised of traditional skeletal muscle fiber types, broader morphologic/histochemical/ immunocytochemical profiles show that the estab- lished skeletal muscle classification schemes simply do not apply to EOM. A reasonable assumption is that the relatively large number of EOM fiber types, six versus the three to four of typical skeletal muscle, reflects the complexity and variety of eye movements. EOM fiber types have been extensively charac- terized in monkeys, rabbits, rats, and mice and there is evidence that human EOMs contain sim- ilar fiber types (Wasicky et al., 2000). Recent studies, relying upon myosin heavy chain expres- sion patterns alone, have suggested that EOM may be more complex in fiber type content than the six fiber type scheme (McLoon et al., 1999; Kjellgren et al., 2003a, b). Myosin heavy chain is a key determinant of contractile properties; multi- ple myosin genes encode proteins differing in contraction speed and energetic demands such that an individual skeletal muscle fiber typically expresses the one myosin isoform that is best suited for its workload. EOM is unique in its broad utilization of options from the myosin heavy chain family and its frequent heterogeneity in myosin expression within single myofibers. Specifically, EOM expresses virtually all known striated muscle isoforms of myosin heavy chain, including traditional adult skeletal (Myh1 or type IIX, Myh2 or IIA, Myh4 or IIB, and Myh7 or I/b- cardiac), developing skeletal (Myh3 or embryonic and Myh8 or perinatal), cardiac-specific (Myh6 or a-cardiac), and a tissue-specific (Myh13 or EOM- specific) isoform (Bormioli et al., 1979; Wieczorek et al., 1985; Jacoby et al., 1990; Asmussen et al., 1993; Rushbrook et al., 1994; Brueckner et al., 1996; Jung et al., 1998; Winters et al., 1998; McLoon et al., 1999; Pedrosa-Domellöf et al., 2000; Rubinstein and Hoh, 2000; Wasicky et al., 2000; Briggs and Schachat, 2000, 2002; Schachat and Briggs, 2002). If we are to obtain an overall understanding of the properties of EOM fiber types, it is essential to relate myosin expression patterns, identified by immuncytochemistry and/or in situ hybridization, to the range of other myo- fiber traits. Incorporation of much of the recent myosin expression data into the existing EOM myofiber classification scheme, however, is prob- lematic. Possible species differences in myosin expression patterns, heterogeneity in the batteries of myosin antibodies used, failure to consider factors such as the longitudinal variations in the same fiber, and the frequent failure to use a fiber type identifying marker (e.g., trichrome stain) in adjacent sections serve to complicate any synthesis of myofiber traits. As noted above, it can be misleading to base fiber classification schemes upon any single trait, as this may identify mere variations in the same fiber types. Although four SIF types are described in mammalian EOM, every fiber cannot be fit to the absolute criteria of a single type. The aggregate population of EOM SIFs, therefore, may form a continuum of fast-twitch fibers that differ in 53 contraction speed and fatigability (Nelson et al., 1986), not unlike the situation for the three fast- twitch fiber types in traditional skeletal muscles. If fiber typing is to provide a useful tool for under- standing EOM biology, we argue that further additions to the myofiber classification schemes must allow for such variability and base anynew types upon the identification of conserved patterns across a broad range of myofiber traits. The six established EOM fiber types are desig- nated according to their layer distribution (orbital or global), innervation type (singly or multiply), and mitochondrial content (red, intermediate, or white). All EOM SIFs have profiles consistent with fast-twitch function, but atypical for skeletal mus- cle fast-twitch fibers, contain very little glycogen. Fiber type traits are summarized in Table 2 and in the following section. Fiber type repertoires of the levator palpebrae superioris, retractor bulbi, and accessory lateral rectus muscles differ from the scheme presented here and are discussed elsewhere (Alvarado et al., 1967; Pachter et al., 1976; Spencer and Porter, 1981; Gueritaud et al., 1986; Porter et al., 1989). It is important to note that fiber types of the retractor bulbi are more like those of limb musculature; this may have direct disease conse- quences, since the retractor does not exhibit the sparing in muscular dystrophy that is seen for EOM (Ragusa et al., 1996; Porter and Karathanasis, 1998; Porter et al., 2001b, 2003b). Detailed organization of EOM fiber types Here, we present a composite view of each of the six recognized EOM myofiber types. Two of these fiber types localize to the orbital layer (one SIF and one MIF) and four localize to the global layer (three SIFs and one MIF). A characteristic feature of EOM is the overall small myofiber diameter relative to most other skeletal muscles. The EOM fiber types are largely conserved across species; known species differences are addressed in a sub- sequent section. Morphologic descriptions are based upon rhesus monkey EOM, while histo- chemical and immunocytochemical data are com- piled from a variety of species. The myosin expression patterns indicated here are only those isoforms that can be clearly linked to specific fiber types; thus, these likely are incomplete represen- tations of the actual expression patterns. The orbital singly innervated fiber type Orbital SIFs (Figs. 3B and 4A, and Table 2) represent the predominant fiber type (80%) in the orbital layer of rectus and oblique muscles. The or- bital SIFs contain small myofibrils, surrounded by abundant sarcoplasmic reticulum, and high mitochondrial content (Fig. 5A). At mid-belly, or- bital SIF diameter is largest and the fibers taper proximally and distally. Mitochondria form char- acteristically large central and subsarcolemmal clus- ters. Since mitochondria comprise a rather large volume of the orbital SIFs (20% by volume), myo- fibril volume is exceptionally low (60%) in compar- ison to the range seen in most skeletal muscles (70–85%) (Hoppeler and Fluck, 2002). This is con- sistent with the general EOM trait of low force de- velopment. The histochemical profile of orbital SIFs suggests that they are fast-twitch and fatigue resist- ant, but also have capacity for anaerobic metabo- lism. Orbital SIFs contain unusually high lipid content. A single neuromuscular junction is present at approximately the middle of each fiber, usually encircling the fiber; nerve terminals are embedded in deep depressions of the sarcolemma and exhibit few, irregular postsynaptic folds (Fig. 6A). Myosin expression in orbital SIFs is heterogene- ous, with expression of a unique myosin gene only seen in EOM and laryngeal muscles (Myh13) and a developmental myosin isoform (Myh3) (Wieczorek et al., 1985; Jacoby et al., 1990; Brueckner et al., 1996). This myosin expression pattern raises two critical issues: (a) phylogenetic analysis of Myh13 indicates that it diverged early from an ancestral myosin and has substantial structural differences from other fast isoforms (Briggs and Schachat, 2000; Shrager et al., 2000) and (b) retention of develop- mental myosin isoforms in adult skeletal muscle is rare. Myosin isoforms are specialized to provide specific contractile force/velocity at a specific energy cost. The unique myosin expression profile of orbital SIFs is suggestive of a highly specialized role in eye movements. Lucas and Hoh (2003) have suggested 54 Table 2. Ultrastructural and histochemical profiles of extraocular muscle fiber types Orbital Global Fiber type: 1 2 3 4 5 6 Ultrastructural profiles Myofibrils Extent Small Large Small Small Small Large Size (mm) Rata 0.24 0.20–0.81 0.26 0.34 0.41 0.61 Monkeyb 0.30 0.36–0.58 0.27 0.41 0.51 0.67 Separation Well delineated Moderately delineated Well delineated Well delineated Well delineated Poorly delineated Volume fractionc (%) 60 78 55 65 71 83 Sarcoplasmic recticulum Extent Moderately developed Modestly developed Moderately developed Well developed Well developed Poorly developed Location Predominantly I band I band Predominantly I band Predominantly I band I4A band I band Volume fraction (%) Ratc 9 6 10 14 16 4 Monkeyb 7.7–17.4 7.0–16.2 9.2 18.3 19.5 4.8 T-tubules Extent Well developed Poorly developed Well developed Well developed Well developed Poorly developed Location A/I junction Irregular A/I junction A/I junction A/I junction Irregular Mitochondria Number Very many Few–many Many Many Few Few Extent Large Small Large Moderate Small Small Size (mm) Monkeyb 0.13–0.28 0.07–0.14 0.22 0.19 0.20 0.06 Disposition Aggregated Single Aggregated Single Single Single Volume fraction (%) Ratc 20 6 24 13 5 5 Monkeyb 18.1–27.3 7.9–20.6 22.3 13.8 6.8 6.8 Z-line Extent Intermediate Wide Intermediate Narrow Narrow Wide Width (mm) Ratc 73 118 76 54 48 100 Histochemical profilesd Trichrome Coarse/granular Granular/fine Coarse/granular Granular Granular/fine Fine Mean diameter (mm) 24.873.8 19.373.2 27.274.7 34.574.6 46.776.2 35.774.1 Percentage (%) 80 20 33 25 32 10 Myosin ATPase 9.4 +++ +++ +++ +++ +++ +/– Myosin ATPase 4.6 +/- +++ +/- +/– +/– ++++ SDH +++/++++ ++ ++++ +++ ++ + NADH-TR +++ ++ ++++ +++ ++ + LDH ++/+++ ++ ++++ +++ ++ + Men-a-GPD ++/+++ + ++ +++ ++++ + 5 5 Table 2 (continued ) Orbital Global Fiber type: 1 2 3 4 5 6 Sudan black ++/+++ + +++ ++ ++ + PAS ++/+++ +/– ++ + + +/– Phosphorylase ++/+++ + +++ + + + Oil RedO ++/+++ + +++ ++ + + Alkaline phosphatase ++++ ++ +++ ++ + + AChE Focal, encircle Multiple Focal Focal Focal Multiple Physiological profiles Contraction speed Fast Twitch/tonic Fast Fast Fast Tonic Fatigue resistance High Intermediate High Intermediate Low Low aQuantitative data from Pachter (1983) in rat superior oblique muscle. Ranges for the orbital MIF (2) indicate proximo-distal variations within single fibers examined in serial sections. bQuantitative data from Pachter (1982) in monkey superior rectus muscle. Ranges for the orbital SIF (1) and MIF (2) types indicate proximo-distal variations within single fibers examined in serial sections. cQuantitative data from Mayr (1973) in rat extraocular muscle. dHistochemical data from cat EOM: SDH, succinct dehydrogenase; NADH-TR, nicotinamide adenine nucleotide dehydrogenase-tetrazolium reductase; LDH, lactic dehydrogenase; Men-a-GPD, menadione-linked a-glycerophosphate dehydrogenase; PAS, periodic acid-Schiff; AChE, acetyl-cholinesterase. Level: +/– (very low), +(low), ++ (intermediate), +++ (high), ++++ (very high). 5 6 that EOM contains two distinct forms of the em- bryonic myosin heavy chain protein, one potentially unique to EOM, that may represent alternative splicing of Myh3 or an alternative gene. Myosin isoforms also show variation along the length of individual fibers; Myh13 is expressed only in the vi- cinity of the neuromuscular junction, while Myh3 is expressed both proximal and distal to this site (Rubinstein and Hoh, 2000; Briggs and Schachat, 2002; Lucas and Hoh, 2003). The fast isoform of the sarcoplasmic reticulum calcium ATPase (Atp2a1) shows a similar pattern of longitudinal variation, dropping out distal to neuromuscular junction sites (Jacoby and Ko, 1993). A substantial number of orbital layer fibers express the neonatal myosin heavy chain isoform (Myh8), although it is currently unclear whichfiber types these are (Wieczorek et al., 1985; McLoon et al., 1999). The overall orbital SIF Fig. 4. Ultrastructural profiles of the SIF (A) and MIF (B) muscle fibers of the orbital layer, and the red (C), intermediate (D), and white (E) SIFs and the MIF (F) of the global layer, of the monkey lateral rectus muscle. Muscle fiber types are differentiated on the basis of the size, number and distribution of mitochondria, the size and delineation of the myofibrils, and the extent of development of the internal membrane system (sarcoplasmic reticulum and T-tubules). c, capillary; mn, myonucleus; s, neuromuscular synaptic ending; a, preterminal axon. Scales: A, C, 10 mm; B, D–F, 5 mm. 57 profile is consistent with rapid, highly fatigue resist- ant muscle contractions. Consistent with the high mitochondrial and oxidative enzyme content, individual orbital SIFs are ringed by capillaries. The vascular supply of the orbital layer and the high oxidative activity of the SIFs may account for the high blood flow in EOM, which exceeds that of skeletal muscle and is surpassed only by myocardium (Wooten and Reis, 1972; Wilcox et al., 1981). The orbital multiply innervated fiber type Orbital MIFs (Figs. 3B and 4B, and Table 2) ac- count for the remainder of fibers (20%) in the Fig. 5. Ultrastructural profiles of the mitochondria (m), myofibrillar organization in the A-band (A) and I-band (I), and the de- lineation of the myofibrils by T-tubules (t) and sarcoplasmic reticulum (sr) in the orbital SIF (A) and MIF (B), the global red (C), intermediate (D), and pale (E) SIFs, and the global MIF (F) in the monkey lateral rectus muscle. Scale: A–F, 0.5mm. 58 orbital layer. Like the orbital SIF, this fiber type shows considerable structural and biochemical variation along its length. At mid-belly, the orbit- al MIF has traits consistent with twitch contrac- tion, exhibiting dual staining with both alkaline (fast) and acid (slow) myofibrillar ATPase. Myo- fibrils are larger than those of orbital SIFs and sarcoplasmic reticulum development is moderate (together, suggestive of slower twitch contractions) (Fig. 5B). By contrast, proximal and distal to the Fig. 6. Ultrastructural profiles of neuromuscular junctions associated with the orbital SIF (A) and MIF (B), the global intermediate (C) and pale (D, E) SIFs, and the global MIF (F) in the monkey lateral rectus muscle visualized by the histochemical localization of acetylcholinesterase. s, neuromuscular synaptic ending; a, preterminal axon; Sch, Schwann cell; mn, myonucleus. Scales: A, B, F, 2mm; C–E, 5mm. 59 fiber mid-section orbital MIFs exhibit slow myofi- brillar ATPase and fine structural characteristics of slowly contracting fibers (large myofibrils and sparse sarcoplasmic reticulum). Unlike other adult skeletal muscle fibers, multiple nerve terminals are distrib- uted along the myofiber length. At mid-belly, ne- uromuscular junctions resemble those of the orbital SIFs (Fig. 6B). By contrast, proximal and distal to its center the nerve terminals are small and rest on the sarcolemmal surface or in slight depressions, with no postjunctional folds. Based on enzyme histochemistry, orbital MIFs exhibit only modest oxidative and weak glycolytic capacity. Myosin heavy chain expression is consi- stent with this profile in that mid-fiber regions stain for the slow-twitch isoform (type I or Myh7) and proximal/distal regions stain for both the em- bryonic myosin (Myh3) and Myh7 (Rubinstein and Hoh, 2000; Briggs and Schachat, 2002). Immunoreactivity for an avian slow-tonic myosin heavy chain also has been linked to orbital MIFs (Pierobon-Bormioli et al., 1980). As noted above, orbital layer fibers express the neonatal myosin heavy chain isoform (Myh8), but it is not clear which fiber types these are (Wieczorek et al., 1985; McLoon et al., 1999). Orbital MIFs also exhibit atypical myosin light chain patterns; instead of the traditional skeletal muscle slow isoform, they ex- press an embryonic skeletal/atrial isoform of myo- sin light chain 1 (Bicer and Reiser, 2004). Physiological studies suggest that orbital MIFs exhibit twitch capability in mid-belly and non- twitch contractions in proximal and distal fiber segments (Jacoby et al., 1989). Collectively, the heterogeneous features of this fiber type are unlike any that previously has been described for skeletal muscle, with parallels only to intrafusal (neuro- muscular spindle) fibers, and it is difficult to draw conclusions regarding its function. The global red singly innervated fiber Global red SIFs (Figs. 3C and 4C, and Table 2) represent about one-third of the muscle fibers in the global layer, predominating in the intermediate zone between orbital and global layers and declin- ing in frequency with progression into the orbital layer. The histochemical, ultrastructural (Fig. 5C), and myosin heavy chain expression profile of this fiber type is similar to that of the orbital SIF, ex- cept that it does not exhibit the longitudinal var- iations in ultrastructure and does not co-express the developmental myosin isoforms. Instead, global red SIFs express the IIA myosin isoform (Myh2) (Brueckner et al., 1996; Rubinstein and Hoh, 2000); because of its relationship to the orbital SIF, this fiber type may be among a population of global fibers that expressMyh13 near their neuromuscular junctions (Briggs and Schachat, 2002). Like its or- bital counterpart, the global red SIF has a high mitochondrial volume (420%) and very low myo- fibril volume fraction (55%), suggesting that the considerable fatigue resistance is achieved at the cost of force reduction. Neuromuscular junction morphology is nearly identical to that of the orbital SIF. Collectively, these observations suggest simi- larities with the skeletal IIA fiber type, but the very high mitochondrial content and overall histochem- ical profile is very different from typical IIA fibers. The global red SIF’s profile suggests that it is fast- twitch and highly fatigue resistant. The global intermediate singly innervated fiber Global intermediate SIFs (Figs. 3C and 4D, and Table 2) comprise approximately one-fourth of the fibers in the global layer, with rather uniform distribution throughout this layer. Myofibrillar ATPase and ultrastructural characteristics indicate that this is a fast-twitch fiber type; myosin isoform content is likely IIX (Myh1) (Rubinstein and Hoh, 2000). Moderate levels of oxidative enzymes and anaerobic enzymes are apparent. Numerous medium-sized mitochondria are distributed singly or in small clusters. Myofibrillar size and sarcoplas- mic reticulum content are intermediate between the other two types of global SIFs (Fig. 5D). Neuro- muscular junctions include clusters of large nerve endings that are located in synaptic depres- sions that include regularly spaced postjunctional folds (Fig. 6C). Overall, this profile fits that of a fast-twitch fiber with an intermediate contraction speed and level of fatigue resistance, probably lying between global red and white SIFs. 60 The global white singly innervated fiber Global white SIFs (Figs. 3C and 4E, and Table 2) comprise about one-third of the global layer. Global white SIFs exhibit modest levels of oxidative en- zymes, high anaerobic metabolic capacity, and a fast type ATPase profile. This fiber type likely ex- presses type IIB myosin heavy chain (Myh4) (Rubinstein and Hoh, 2000). There are few, small mitochondria that are singly arranged between the myofibrils (Fig. 5E). Neuromuscular junctions are the most elaborate of any of the six EOM fiber types. Multiple axon terminals are clustered togeth- er in deep depressions of the sarcolemma; post- junctional folds are regular, numerous, and deep (Fig. 6D, E). The overall fiber profile is consistent with a fast-twitch type that is used only sporadically because of low fatigue resistance. The global multiply innervated fiber Global MIFs (Figs. 3C and 4F, and Table 2) con- stitute the remaining 10% of fibers in the global layer.These fibers contain very few, small mito- chondria that are arranged singly between the myo- fibrils. Myofibrils are very large and sarcoplasmic reticulum development is so poor that myofibril separation is often indistinct (Fig. 5F). The large myofibrils mean that the calcium source, the sarco- plasmic reticulum, and the contractile filaments are spatially far apart, resulting in very slow contrac- tions. Consistent with slow excitation–contraction coupling in this fiber type, the fast calcium ATPase found in all other EOM fiber types is absent from global MIFs (Jacoby and Ko, 1993). The ultra- structural profile of this fiber resembles that of slow, tonic muscle fibers in amphibians. Global MIFs express slow-twitch (type I or Myh7) (Brueckner et al., 1996; Rubinstein and Hoh, 2000), but do not appear to be immunoreactive for avian slow-tonic myosin heavy chain (Pierobon- Bormioli et al., 1980). There are variable reports that it expresses the a-cardiac myosin heavy chain isoform (Myh6). Global MIFs express the tradi- tional skeletal muscle slow isoform of myosin light chain 1, but not the skeletal/atrial isoform found in orbital MIFs (Bicer and Reiser, 2004). There are numerous small superficial grape-like endings distributed along the longitudinal extent of individual fibers of global MIFs (Fig. 6F). A novel type of sensory nerve terminal, the myo- tendinous cylinder or palisade ending, is associated with the myotendinous junction of this fiber type. Like amphibian muscles, the global MIF type exhibits a slow graded, non-propagated response following either neural or pharmacologic activa- tion (Chiarandini and Stefani, 1979). The finding of a phylogenetically primitive muscle fiber type in one of the fastest skeletal muscles is difficult to reconcile, unless one considers a potential role in either very fine foveating movements of the eye or as part of a specialized proprioceptive apparatus (Ruskell, 1978) (cf. Chapter 3). Differences in EOM fiber types in the same and different species Differences between the rectus and oblique muscles in the same species appear to be largely attributable to variations in the total number of fibers in each muscle. Such muscle-to-muscle variability in myo- fiber number, however, is primarily the result of differences in orbital, but not global, layers (Oh et al., 2001). These authors attributed this finding to rectus muscle sharing of a similar mechanical load on the eye-mover global layers, but rectus muscle dissimilarities in load on pulley-mover orbital lay- ers, because of pulley differences in elasticity. EOMs of the same species can differ in relative proportions of the six muscle fiber types (Ringel et al., 1978; Vita et al., 1980; Carry et al., 1982; McLoon et al., 1999). Similar to the fiber count data, human EOMs show the largest same-species variation in the orbital layer (medial recti having the highest and lateral recti the lowest percentage of orbital SIFs; Ringel et al., 1978). Finally, while complexity of myosin heavy chain expression may be confined to the orbital layer in rat (i.e., global layer fibers may express single myosin isoforms; Rubinstein and Hoh, 2000), myofibers of the global layers of rabbit and human EOM may be more heterogeneous in myosin heavy chain expression patterns (McLoon et al., 1999; Briggs and Schachat, 2002; Kjellgren et al., 2003b). Taken together, 61 individual muscle variations in the proportion of different muscle fiber types, and variability in myo- sin expression patterns of single types, might ex- plain differences in the rate- and tension-related contractile properties of different EOMs (Meredith and Goldberg, 1986). Differences between the same muscle in different species are more difficult to assess, since compar- isons between studies are based on the interpreta- tion of comparable fiber types with different nomenclatures and examined by different meth- ods. Based upon the range of data published to date, it is reasonable to conclude, however, that analogous fiber types exist across mammalian species. There are, however, suggestions that fib- er types in human EOMs may be more complex than those of other species (Kjellgren et al., 2003a, b). While the number of muscle fibers, their diam- eters, and possibly the proportion of different muscle fiber types may vary between species, the extent of development of individual fiber types al- so may be an important factor that underlies their physiological differences. The most dramatic difference between species is in the morphology of the orbital SIF. While the contractile elements of this fiber are similar between species, mitochondrial content varies con- siderably (Fig. 7). Orbital SIFs appear to attain their most extensive mitochondrial development in the primate. Comparisons between SIFs of the rabbit and cat suggest that orbital SIF differences in mitochondrial content may not be related solely to frontal versus lateral eye placement. A more parsimonious interpretation is that the morpholo- gy of this fiber type is directly related the recent linkage of orbital layer to muscle pulley function (Demer et al., 2000), with increased oxidative func- tion and fatigue resistance necessary for the greater pulley development, wider oculomotor range, and reliance upon eccentric eye positions in primates versus rodents (Khanna and Porter, 2001). Consi- stent with this view, high blood flow may not be a general feature of EOMs in all species, but rather varies between species and is especially high in those with greater ocular motility (Wilcox et al., 1981). By contrast, differences between species in the morphology of the orbital MIF appear to be more subtle. The most apparent difference between species in the global muscle fiber types is their diameters (although the ratio of global MIF to global SIF diameter appears to be considerably higher in rodents than in higher species). Collec- tively, differences in global myofiber size and number could account for observed differences in isometric tension in the cat (Barmack et al., 1971) and monkey (Fuchs and Luschei, 1971). An integrated view of EOM biology Current knowledge of EOM biology is clearly in- complete. For example, there is a complex pattern of myofibril size variation in both orbital and glo- bal fiber types (Davidowitz et al., 1996a, b) that has not yet been accounted for in modeling EOM function. However, new data from approaches ranging from orbital anatomy to EOM cell and molecular biology now allow a more integrated view of EOM. Here, we review the implications of new data and concepts in EOM and oculomotor physiology and EOM molecular biology and es- tablish the importance of arriving at an integrated view of EOM myofiber and whole muscle biology. Insights from EOM and oculomotor physiology One goal of correlative anatomical, molecular, and physiological studies of EOM has been to uncover any association of specific muscle fiber types with defined eye movement functions. The segregation of function among different EOM motor unit types has been a long-debated issue. An early con- cept of EOM suggested that the distinct EOM fiber types might be responsible for the different classes of eye movement. Oculomotor motoneuron activ- ity in alert animals (Robinson, 1970) and intraop- erative electromyographic studies (Scott and Collins, 1973), however, showed that all motoneu- rons and all EOM fiber types participate in all eye movement classes. These findings supported the alternative hypothesis, that the heterogeneity of the six EOM fiber types is a consequence of their recruitment at specific eye positions, thereby requiring a range of contractile and fatigability properties. 62 Skeletal muscles are organized into motor units — defined as a single motoneuron plus the muscle fibers that it innervates. Motor unit size is the number of muscle fibers that are innervated by an average motoneuron. The ability of a skeletal mus- cle to increment force then is dependent upon the range of available
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