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Vol. 53, Issue 4, 597-652, December 2001
INSERM U-161, Paris, France (D.L.B.); Laboratoires UPSA Bristol-Myers-Squibb, La Grande Arche Nord, Paris La Défense, France (M.G.); and The Dental School, University of Dundee, Dundee, Scotland (S.W.C.)
Abstract
I. Introduction
II. Ethical Problems
III. Input and Output: the Stimulus and the Response
A. The Stimulus
1. Electrical Stimulation.
2. Thermal Stimulation.
3. Mechanical Stimulation.
4. Chemical Stimulation.
5. The Choice of Stimulus Parameters.
B. The Response
IV. Behavioral Models of Nociception
V. Use of Short-Duration Stimuli ("Phasic Pain")
A. Tests Based on the Use of Thermal Stimuli
1. The Tail-Flick Test.
a. The Tail-Flick Test Using Radiant Heat.
b. The Tail-Flick Test Using Immersion of the Tail.
2. The Paw Withdrawal Test.
3. The Hot Plate Test.
4. Tests Using Cold Stimuli.
B. Tests Based on the Use of Mechanical Stimuli
C. Tests Based on the Use of Electrical Stimuli
1. Use of Long-Lasting Trains of Electrical Stimuli.
a. Electrical Stimulation of the Tail.
b. Electrical Stimulation of the Paw (and Tail).
2. Use of Single Shocks or Very Short Trains of Electrical Stimuli.
a. Stimulation of the Tail.
b. Stimulation of the Dental Pulp.
c. Stimulation of the Limbs.
VI. Tests Based on the Use of Long Duration Stimuli ("Tonic Pain")
A. Intradermal Injections
B. Intraperitoneal Injections of Irritant Agents (the "Writhing Test")
C. Stimulation of Hollow Organs
VII. Nociceptive Tests and Stimulus-Response Relationships
VIII. Nociceptive Tests and Motor Activity
A. Not All Flexion Reflexes Are Nociceptive
B. Not All Nociceptive Reflexes Are Flexion Reflexes
C. Spinal Shock
D. Excitatory Effects of Opioids on Motor Activity
IX. The Sensitivity of the Tests
A. Statement of the Problem
B. What Types of Fiber Underlie the Responses?
C. What Is the Significance of Measurements of Reaction Time When the Stimulus Intensity Is Increasing?
D. Influence of Methods of Analysis
E. Influence of Species and Genetic Line
X. The Specificity of Tests
XI. Comparison with Clinical Situations and Predictiveness of the Tests
XII. Perturbing Factors
A. Factors Linked to Pharmacokinetics
B. Interactions Between Stimuli
C. Environmental Factors
D. Related Psychophysiological and Psychological Factors
E. Related Physiological Functions
1. Thermoregulation.
2. Vasomotor Tone.
3. Systemic Arterial Blood Pressure.
4. Nociception and Homeostasis.
XIII. Conclusion
Acknowledgments
References
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Abstract |
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The study of pain in awake animals raises ethical, philosophical, and technical problems. We review the ethical standards for studying pain in animals and emphasize that there are scientific as well as moral reasons for keeping to them. Philosophically, there is the problem that pain cannot be monitored directly in animals but can only be estimated by examining their responses to nociceptive stimuli; however, such responses do not necessarily mean that there is a concomitant sensation. The types of nociceptive stimuli (electrical, thermal, mechanical, or chemical) that have been used in different pain models are reviewed with the conclusion that none is ideal, although chemical stimuli probably most closely mimic acute clinical pain. The monitored reactions are almost always motor responses ranging from spinal reflexes to complex behaviors. Most have the weakness that they may be associated with, or modulated by, other physiological functions. The main tests are critically reviewed in terms of their sensitivity, specificity, and predictiveness. Weaknesses are highlighted, including 1) that in most tests responses are monitored around a nociceptive threshold, whereas clinical pain is almost always more severe; 2) differences in the fashion whereby responses are evoked from healthy and inflamed tissues; and 3) problems in assessing threshold responses to stimuli, which continue to increase in intensity. It is concluded that although the neural basis of the most used tests is poorly understood, their use will be more profitable if pain is considered within, rather than apart from, the body's homeostatic mechanisms.
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I. Introduction |
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Sensory systems have the role of informing the
brain about the state of the external environment and the internal
milieu of the organism. Pain is a perception, and as such, it is one of the outputs of a system in more highly evolved animals
the nociceptive system
which itself is a component of the overall set of controls responsible for homeostasis. In this context, pain constitutes an alarm
that ultimately has the role of helping to protect the organism: it
both triggers reactions and induces learned avoidance behaviors, which
may decrease whatever is causing the pain and, as a result, may limit
the (potentially) damaging consequences. At the beginning of the
twentieth century, Sherrington (1910)
developed this concept and
introduced the term nociception (from the Latin
nocere, "to harm"). It seems appropriate to take the view of Dennis and Melzack (1983)
that pain/nociception has at least
three functions: 1) to warn the individual of the existence of real
tissue damage; 2) to warn the individual of the probability that tissue
damage is about to occur by realizing that a stimulus has the potential
to cause such damage; and 3) to warn a social group of danger as soon
as it exists for any one its members. Behaviors resulting from pain can
facilitate other fundamental biological functions, such as the
maintenance of tissue "trophicity" and regeneration (notably in the
processes of inflammation and healing). The importance of these
behaviors is well illustrated in humans through pathological cases of
congenital insensitivity to painful stimuli, in which truly natural
experiences can have catastrophic consequences.
The complexity of nociceptive systems, which ultimately produce pain,
has increased during evolution as a result of the pressure to avoid
organic lesions or their aggravation (Walters, 1994
). One can easily
see the evolutionary advantage of cutaneous, muscular, and articular
pains. However, the Sherringtonian concept of a nociceptor alarm system
is more debatable in the context of visceral pain, given that serious
lesions can develop painlessly in noninflammatory conditions and that
viscera may contain only a few fibers that respond preferentially to
nociceptive stimuli (Cervero, 1991
, 1994
; McMahon et al., 1995
).
Therefore, like other body functions, the physiological system that
generates pain can also be affected by pathological processes. In the
context of chronic pain, which can last months or even years, the
physiological protective effect gives way to a pathological state that
is not only useless but also highly distressing. There are models of
chronic pain in animals such as the rat with induced arthritis and rats
that have had various lesions to the central or peripheral nervous
systems (Colpaert, 1987
; Butler, 1989
; Dong, 1989
; Rossitch, 1991
;
Zeltser and Selzer, 1994
; Seltzer, 1995
; Tjølsen and Hole, 1997
;
Kauppila, 1998
). However, these fall outside the purview of this
review, which is restricted to models of acute pain, i.e., pain evoked
by a brief noxious stimulus and generated by a nociceptive system
functioning normally within its physiological limits.
The absence of verbal communication in animals is undoubtedly an
obstacle to the evaluation of pain. There are circumstances during
which there can be little doubt that an animal is feeling pain
notably
when it is responding to stimuli through vocal responses such as
squealing or groaning. On the other hand, it is far more difficult to
certify that at a given moment, an animal feels no pain because it is
presenting no typical physical signs or overt behaviors. This is
particularly so given that we know that immobility and/or prostration
are sometimes the only responses accompanying pain. The question of
pain in animals can be approached only with anthropomorphic references,
although differences probably do exist by comparison with humans,
notably in respect of certain cerebral structures (Bateson, 1991
). In
this regard, the degree of cortical development has to be considered
(Vierck, 1976
), and it is reasonable to conclude that differences do
exist between humans and animals, at least, but perhaps not only, with
respect to the psychological repercussions. Neurological observations
of human patients allow us to make some comparisons. Thus, like
Lineberry (1981)
, one might question whether it is appropriate to
consider any pain in patients who have undergone frontal lobotomies as
being similar to the pains we feel: although the pain that they
experience is unaltered at a sensory level, it has lost its emotional
and motivational dimensions (Freemann and Watts, 1946
; Foltz and White,
1962
; Sweet, 1973
). Furthermore, the International Association for the
Study of Pain (IASP) defines pain as "an unpleasant sensory and
emotional experience associated with actual or potential tissue damage
or described in terms of such damage" (Merskey et al., 1979
).
In contrast with the polymorphic nature of the pain that is described
as a sensation in humans, pain in animals can be estimated only by
examining their reactions. This is essentially the same difficulty that
is faced by the pediatrician, the geriatrician, or the psychiatrist
dealing with patients incapable of expressing themselves verbally. In
those cases as well, the symptomatology is not unequivocal
it has to
be taken in context and placed in an inventory, because its meaning
will differ depending on the degree of maturation (or degradation) of
the nervous system. In addition, one must never forget that the
existence of a reaction is not necessarily evidence of a concomitant
sensation (Hardy et al., 1943
). Indeed, anesthetists see a dissociation
between these phenomena every working day. Consequently, we must
consider reactions within a more global context, which includes other
considerations such as the homeostatic mechanisms of the animal (see
Section XII.E.).
We will restrict this review to mammals, particularly rodents, since
they are used in almost all animal models of pain. Reviews of
nociception and/or pain in other species can be found in the articles
by Kavaliers (1988)
, Bateson (1991)
, and Walters (1994)
. The essential
mechanisms that make it possible for an organism to react to a
stimulus, which might endanger its existence (including sensory
perception), exist throughout the animal kingdom, except perhaps in
arthropods and particularly in insects (Eisemann et al., 1984
; Walters,
1994
).
Generally speaking, the most reliable signs of pain are physical ones.
Research in humans and in animals has focused on various biochemical
indicators (catecholamines, corticoids, opioids, etc.), but these all
seem to be without specificity. One can say the same for other methods
such as electrophysiological parameters
electroencephalograms, evoked
potentials, etc. (Molony, 1986
; Ichinose et al., 1999
). For the time
being, the study of behavioral reactions provides the only indicator of
the perceived disagreeable sensation resulting from a stimulus that
would be algogenic in humans, but it must never be forgotten that these
responses are often not very specific; for example, escape can result
from any disagreeable stimulus whether or not it is noxious.
Descriptions of the "signs" of pain have been published on several
occasions in a veterinary or an animal-welfare context (Gibson and
Paterson, 1985
; Morton and Griffith, 1985
; Flecknell, 1986
; Sanford et
al., 1986
; American Veterinary Medical Association, 1987
; Sanford,
1992
, 1994
; Baumans et al., 1994
). Above all else, it must be
emphasized that these signs have no unequivocal value and that each
species expresses pain in a manner related to its own behavioral
repertoire. It is in that context that the description of each becomes
interesting and allows the inventory of the principal clinical signs to
be refined (Gibson and Paterson, 1985
; Morton and Griffith, 1985
).
For example, one can distinguish the following reactions produced by a
(presumably) painful focus: 1) responses organized by centers that are
relatively "low" within the hierarchy of the central nervous
system; and 2) more complex responses organized by higher centers in
the central nervous system. The former can be elicited in decerebrate
animals and have been termed "pseudoaffective reflexes" (Woodworth
and Sherrington, 1904
; Sherrington, 1906b
). They include basic motor
responses (withdrawal, jumping, contractures, etc.), neurovegetative
reactions
generally in the context of Selye's "alarm reaction",
with an increase in sympathetic tone (tachycardia, arterial
hypertension, hyperpnea, mydriasis, etc.), and vocalization.
The more complex reactions include conditioned motor responses, which
result from a period of learning and sometimes can be very rapid, e.g.,
cattle avoiding an electrical enclosure. In general, the significance
of these has as much to do with preventing new damage as with avoiding
aggravating existing lesions. Behavioral reactions (escape, distrust of
objects responsible for painful experiences, avoidance, aggressiveness,
etc.) or modifications of behavior (social, food, sexual, sleep, etc.)
are often observed. By comparison with the responses discussed above,
these behaviors provide evidence of far more integrated reactions
within the hierarchical organization of the central nervous system. If
the stimulus is sufficiently intense, the reaction will be escape or
attack. However, it must be noted that even if active motor reactions
are frequent, passive motor responses are observed just as often in
animals
immobility allowing the animal to preserve a painless posture.
Whereas brief and sharp pains are associated with phasic motor
responses (withdrawal, startle reactions), lasting pains may be
associated with contractures, the consequence of which is to immobilize
the painful region. This explains, for example, the frequent hunching
of the back in dogs suffering from a slipped disc or abdominal pain. It
reminds one of reflexes involving abdominopelvic muscles in humans
the classic "board-like" abdomen seen during peritonitis, hyperalgesic sciatica, etc. Furthermore, in animals, motor atonia is a general response to sickness, whether or not they are in pain. However, there
can be spectacular exceptions, such as colic in horses or pancreatitis
in dogs.
Zimmermann (1986)
re-interpreted the IASP definition of pain so that it
could be applied to animals: "an aversive sensory experience caused
by actual or potential injury that elicits progressive motor and
vegetative reactions, results in learned avoidance behavior, and may
modify species specific behavior, including social behavior".
The term nociceptive refers to the potential of a stimulus
to produce a tissue lesion and a reaction from the organism. The "algogenic" character of a stimulus is defined by its capacity to
produce pain
in an affective and motivational as well as a sensory
context. None of these can be observed directly in animals. Cervero and
Merskey (1996)
recently discussed these terms and gave some examples
related to acute pain. In the same way that menthol excites cold
receptors without being a thermal stimulus, capsaicin evokes a
sensation of burning without producing tissue damage. Thus, it is a
nociceptive stimulus (it activates nociceptors) and an algogenic
stimulus (it produces pain), but it is not harmful (and as such cannot
be called a "noxious" stimulus). Similarly, a thermal stimulus of
45°C may or may not be harmful depending on the duration of its
application (Stoll and Greene, 1959
).
In this review, we describe and critically analyze the most commonly
used behavioral tests of nociception in animals (Fig. 1). However, we do not claim that the
review will be exhaustive. For example, some often complex tests that
depend on a period of learning by the animals have been omitted
deliberately (Hill et al., 1957
; Weiss and Laties, 1958
; Weitzman et
al., 1961
; Evans, 1964
; Lineberry, 1981
; Chapman et al., 1985
; Hammond,
1989
; Vierck et al., 1989
). We will simply illustrate this type of
method with an example (Fig. 2). In
addition, complementary information can be found in other reviews
(Jacob, 1966
; Domer, 1971
; Vyklicky, 1979
; Vierck and Cooper, 1984
;
Wood, 1984
; Chau, 1989
; Watkins, 1989
; Dubner, 1994
; Tjølsen and Hole,
1997
; Dubner and Ren, 1999
).
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Before describing the most commonly used tests, we will consider successively the ethical problems posed by the study of acute pain in animals, the choice of stimulus, and which type of response can or should be monitored. However, the main part of this review will be devoted to a critical analysis of these tests. Most notably, we will comment on relationships between tests of acute pain and motor responses and then consider successively the sensitivity, specificity, and predictiveness of the tests. The analysis of their sensitivities will lead us to pose the question of which fibers underlie the observed responses and what meaning can be ascribed to measurements of reaction time when a stimulus is gradually increasing in intensity. We will also consider some methods of analyzing the results of the tests. Finally, we will examine factors that can disturb the measurement of behavioral responses in animals; in this respect, we pay particular attention to intercurrent physiological functions.
Because the goal of these animal models is the understanding of acute pain in humans, we make reference throughout this review to analogous experimental situations in humans. Notwithstanding the normal caution one must have with any anthropomorphic approach, we believe this is a necessary counterbalance to the reductionism of the so-called basic sciences.
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II. Ethical Problems |
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As with all biomedical research involving animals, pain research
presents ethical problems at two levels (Morton and Griffith, 1985
).
From a general point of view, investigators have to follow the
recommendations of ethics committees and, notably, those of international scientific review boards so as to ensure a given level of
physiological well being in the animal. Indeed, if the animal is
miserable or in a state of stress in which neurovegetative reactions
are exacerbated, it is clear that scientific observations will not be
valid from a physiological point of view. Thus, it is not only for
moral reasons but also for scientific reasons that some rules have to
be observed.
The second point is more specific to studies on pain (Wall, 1975
;
Sternbach, 1976
; Zimmermann, 1983
; Casey and Handwerker, 1989
; Roberts,
1989
). The ethics committee of the IASP has formulated a certain number
of recommendations on this subject. The practical consequences of these
are summarized below (Covino et al., 1980
; Zimmermann, 1983
). In a
preamble, the committee stated that experiments are indispensable if we
are to gain a better understanding of the mechanisms of pain. As in
other areas of biomedical research, the attitudes of scientists is
conditioned by how they regard their subject of study: they have to
consider the animal not as an object but as a living being gifted with
sensations. The committee, while acknowledging that some experiments
have the aim of trying to reproduce chronic syndromes in animals,
stated clearly that experimental protocols have to minimize or avoid
pain (this notion could, a priori, seem paradoxical; however, as we
shall see, one can study nociception without producing pain).
The committee's other recommendations with respect to studies of acute pain may be summarized as stating that 1) experiments involving the study of pain on conscious animals must be reviewed beforehand by scientists and lay persons, and the potential benefit of these experiments must be shown; 2) as far as possible, the scientist must test the painful stimuli on himself or herself, and this should apply to most noninvasive stimuli; 3) the scientist should carefully assess all behavioral and physiological changes in the animal and report them in resulting manuscripts; 4) as in other areas of neuroscience, there must be no question of using animals paralyzed with a neuromuscular blocking agent without a general anesthetic or an appropriate surgical procedure that eliminates sensory awareness; and 5) the duration of experiments must be as short as possible, and the number of animals involved must be kept to the minimum.
Studies in conscious animals most commonly involve monitoring the
threshold for obtaining a response to a stimulus that would produce
pain if applied to humans. Such responses include flexion reflexes and
vocalization. In such experimental scenarios, the stimulus is stopped
once the response has been obtained. Sometimes algogenic substances are
applied briefly
generally under conditions similar to when they are
used in studies of experimental pain in humans.
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III. Input and Output: the Stimulus and the Response |
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There are numerous tests of nociception, and in this review, we do
not give an exhaustive list. In his magnificent review published in
1957
, Beecher cited 60 original publications related to the
description, development, and application of experimental tests of pain
in animals. Twenty-seven of these publications were based on the use of
thermal stimuli, whereas 10 involved electrical and 23 mechanical
stimulation. None was based on the use of chemical stimulation. By
comparison, at that time the corresponding numbers of studies in humans
were 167 publications: 63 based on thermal, 49 on electrical, 46 on
mechanical, and 9 on chemical stimulation.
Experimental studies on conscious animals are often designated
"behavioral studies". Sometimes, this may seem to be stretching the
meaning of the word "behavioral", but what it means is simply and
implicitly that all responses
including simple withdrawal reflexes
are part of an animal's behavioral repertoire. The
behavioral tests that are used to study nociception
nociceptive
tests
constitute "input-output" systems that function via "black
boxes", which the neurobiologist wishes to decode. As a result, when
describing these tests, one must specify the characteristics of the
input (the stimulus applied by the scientist) and the output (the
reaction of the animal).
Thus, describing these tests should be a simple matter of first accounting for the nature of the stimulus (electrical, thermal, mechanical, or chemical) and then describing the behavioral parameters that are measured. This latter task may involve defining the responses as a function of their increasing complexity (e.g., one might distinguish reflexes from more integrated reactions). In fact, the inputs and outputs of these systems are very intimately linked by the physical characteristics (notably the temporal nature) of the stimulus.
A. The Stimulus
In humans and in animals, experimental studies of the mechanisms
underlying acute pain necessitate the use of appropriate stimuli to
provoke the sensation. To be adequate, these stimuli have to be
quantifiable, reproducible, and noninvasive (Beecher, 1957
; Lineberry,
1981
). Although thermal and electrical stimuli can meet these
requirements, they also have serious drawbacks.
1. Electrical Stimulation.
The application of electrical
stimuli has the advantages of being quantifiable, reproducible, and
noninvasive and of producing synchronized afferent signals. However, it
also has serious disadvantages. First, electrical stimuli are not a
natural type of stimulus like those encountered by an animal in its
normal environment. More importantly, intense electrical stimuli excite
in a nondifferential fashion all peripheral fibers, including large
diameter fibers, which are not directly implicated in nociception, as
well as fine A
and C fibers, which mediate sensations of cold and
hot as well as nociceptive information. Furthermore, this type of
stimulation completely short-circuits peripheral receptors, thus
preventing any study of peripheral transduction mechanisms with these
methods. On the other hand, this last disadvantage becomes an advantage when one wants to study the actions of a systemically administered substance in the central nervous system: as long as the substance has
no action on peripheral fibers, any effect will be of central origin
because the transduction processes have been bypassed. Finally, there
are difficulties introduced by variations in the impedances of the
tissues being stimulated, although these can be minimized by the use of
a constant current stimulator and the monitoring of the voltage as well
as the current of the applied stimulus. However, this precaution is not
always respected, which may explain the difficulties that are sometimes
encountered, notably, the variability in evoked vocal responses
(Fennessy and Lee, 1975
). It must be emphasized that the use of a
constant current stimulator does not solve all the problems because it
allows one only to verify that a given current has been delivered, not
that it has gone in a consistent fashion to the intended target (e.g.,
the paws of an animal). The possibility always exists that a variable amount of current may be shunted through other conducting media (e.g.,
the urine of the animal). To assess whether this is happening, it is
essential to monitor the voltage required to generate the current,
because this will vary with the impedance of the tissues and thus will
indicate whether this impedance is changing during an experiment.
from spinal
reflexes, through complex vocalizations, and up to very organized types
of behavior (escape, aggression, etc.). The electrical thresholds of
individual fibers are related to their diameters; thus, when the
applied intensity of an electrical stimulus to a cutaneous nerve is
increased progressively, it is first the A
, then the A
, and
finally the C fibers that are activated. This can be an advantage, but
it also means that one cannot usually excite small-diameter nerves
without additionally exciting the others. Thus, when electrical stimuli
are applied to a sensory nerve in humans, they evoke a variety of
sensations, including pain, which result from the nonselective
activation of all types of peripheral fibers, be they of large or small
diameter. It is probably this nonselectivity of activation and the
aforementioned synchronization of the resulting afferent inputs that
can make these sensations rather unusual or even bizarre. Thus,
electricity does not constitute a specific stimulus of the type that
can be produced under physiological conditions, when one can even
selectively excite those fine-diameter afferent fibers connected to
nociceptors (notably to polymodal nociceptors) without exciting other
small fibers such as those that are connected to thermoreceptors and are activated by non-nociceptive thermal stimulation. Finally, it
should be added that because of the differences in conduction velocities, there is a small (but possibly significant, depending on
peripheral conduction distance) time gap in the arrival at the spinal
cord of the afferent volleys evoked by electrical stimuli in fibers
having different diameters. This gap can be useful in some carefully
planned neurophysiological protocols, but it can also produce other
problems such as activating the inhibitory mechanisms produced by large
diameter, fast-conducting fibers before the arrival of the signal in
the finer diameter, slow-conducting fibers.
Because conduction velocities in different peripheral fibers are of
approximately the same order in all mammals, it is obvious that these
problems will be influenced by both the size of the studied species and
the chosen site of stimulation. This also makes one think that if these
conduction velocities varied in accordance with the size of the species
(which they do not), it would undoubtedly confer an advantage, and yet
evolution has not produced such a situation.
Mention must be made of the "double pain" phenomenon observed in
humans following a brief nociceptive stimulus (Handwerker and Kobal,
1993
fibers; the
second or "slow" pain is slower in onset, typically burning in
nature, more intense, and more difficult to localize, and it results
from activation of C fibers. In this article, we return on several
occasions to the consequences of these phenomena for animal tests of nociception.
2. Thermal Stimulation. Heat is more selective in the way it stimulates cutaneous receptors. Consequently, specific categories of peripheral axons, including thermosensitive and nociceptive fibers, can be excited. However, the weak caloric power of the stimulators that are generally used (radiant lamps or contact thermodes) has always been a limitation of this method. Indeed, the speed of cutaneous heating induced in this way is slow (<10°C/s), which results in an asynchronous activation of peripheral and central neurons. Thus, it does not allow for an appropriate study of neural phenomena classically seen in other sensory systems (e.g., reflexes, evoked potentials, and reaction times) for which a synchronous excitation of fibers is required.
Conventional radiant heat sources have the additional disadvantage of emitting radiation within the visible and adjacent infrared spectra for which the skin is a poor absorber and a good reflector. In humans, Hardy and his coworkers (1940
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a parameter that is not easy to control (Yarnitsky and Ochoa,
1990
this, together with the lack of
cutaneous contact and the fact that the beam is outside the visible
spectrum, ensures a quasisynchronous and selective activation of free
endings of small nerve fibers (Treede et al., 19843. Mechanical Stimulation.
The application of a noxious
mechanical stimulus can be progressive or coarse. Responses produced by
noxious mechanical stimuli are graded in relation to the intensity
and/or duration of the stimulus, from reflexes up through vocalizations
ultimately to complex motor behaviors. The stimulus is stopped as soon
as a response is obtained. The type of mechanical stimulus used by von
Frey in the last century (Handwerker and Brune, 1987
) is often almost
revered by neurologists, but it has the disadvantage of activating
low-threshold mechanoreceptors as well as nociceptors. Consequently,
the stimulus is not specific. There are also technical difficulties in
applying mechanical stimuli, especially in freely moving animals. In
addition, when mechanical stimuli are truly nociceptive, they are
likely to produce changes in the tissues (sensitization or actual
lesions). Furthermore, conventional techniques do not allow noxious
mechanical stimuli to be delivered rapidly and briefly enough to
produce synchronous excitation of the nerve fibers
with disadvantages
identical to those discussed above for thermal stimuli. Finally,
especially in small animals such as rodents, the parts of the body that
are stimulated are themselves small, which can produce problems for the
scientist in separating cause (stimulus) and effect (reaction). This
problem is so great that the most common mechanical stimuli (pinches)
are really double stimuli. There are also animal models of visceral
pain triggered by mechanical stimuli, in this case involving the
dilatation of hollow organs (see Section VI.C.).
4. Chemical Stimulation.
Chemical stimulation involving the
administration of algogenic agents represents a slow, or even very
slow, form of stimulation. In this respect, chemical stimuli are
clearly different from other forms of stimulation; they are also
progressive, are of longer duration, and have an inescapable character
once they have been applied. As a result, typical reflexes, which
necessitate a minimum level of synchronization of activity in primary
afferent nerves, are not produced by these stimuli (although reflexes
can be facilitated by algogenic agents such as capsaicin; Gilchrist et
al., 1996
; Yeomans et al., 1996b
).
5. The Choice of Stimulus Parameters. All nociceptive stimuli can be defined by a number of different parameters that can be placed into three categories: physical nature, site of application, and past history of the site of application.
The first parameter is the physical nature of the stimuli and those parameters that we can control with some precision. From a physiological point of view, it seems essential that three such parameters be controlled: the intensity, the duration, and the surface area of stimulation. These three parameters determine the "global quantity of nociceptive information" that will be carried to the central nervous system by the peripheral nervous system. However, the choice of these parameters is not as simple as one might expect because one has to consider the consequences of temporal and/or spatial summation phenomena at the spinal level when the global quantity of nociceptive information exceeds a given value (Bouhassira et al.,1995
as happens in some classic
tests
can introduce bias to a study by triggering inhibitory controls
involving supraspinal structures (see Section XII.B.).
The third parameter is the previous history of the stimulated site.
Tests for acute pain involve healthy tissues and, occasionally, acutely
inflamed tissues (of a few days standing at most). Tests for chronic
pain
which are beyond the scope of this review
relate to rheumatic or
neuropathic pain that lasts for a long time (from weeks up to several months).
Since the application of the stimulus must not produce lesions, one
often defines a limit for how long the animal should be exposed to the
stimulus (the "cutoff time"). This limit is absolutely necessary
when the intensity of the stimulus is increasing; a compromise has to
be found between the dynamics of the effect being studied (for which
one would wish the longest time limit possible) and the prevention of
tissue damage (for which one would wish the shortest time limit
possible). It has been suggested that the time limit should be set at 3 times the reaction time of the controls (Carroll, 1959B. The Response
It also seems reasonable to classify tests in terms of the
biological function being recorded. The observed reactions cover a very
wide spectrum ranging from the most elementary reflexes to far more
integrated behaviors (escape, avoidance). In almost every case, it is a
motor response that is monitored; vegetative responses are considered
only occasionally (Ness and Gebhart, 1988
; Gebhart and Ness, 1991
;
Holzer-Petsche, 1992
; Sherman and Loomis, 1994
; Holzer-Petsche and
Rordorf-Nikolic, 1995
; Reina and Yezierski, 1995
; Roza and Laird, 1995
;
Culman et al., 1997
; Taylor et al., 1998
). It is important to bear this
in mind when considering all results obtained from such tests. Indeed
the analysis of the results should take account of the possibility that
nociceptive processes interact with other linked phenomena,
particularly motility itself (Chapman et al., 1985
; Schomburg, 1997
;
see Section VIII.). It is equally necessary to consider
nociception along with the other phenomena responsible for the
homeostatic balance of the organism (see Section XII.). When
you consider that even today there are no major analgesics without
secondary side effects, you realize how difficult it is to analyze the
results of tests of nociception.
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IV. Behavioral Models of Nociception |
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Ideally, a behavioral model for nociception in an animal should
possess the characteristics detailed below (Goetzl et al., 1943
; Taber,
1974
; Lineberry, 1981
; Vierck and Cooper, 1984
; Ramabadran and
Bansinath, 1986
; Hammond, 1989
; Watkins, 1989
; Dubner, 1994
; Tjølsen
and Hole, 1997
).
Specificity. 1) The stimulus must be nociceptive ("input specificity"). Although this is common sense, it is not always easy to confirm that it is being achieved. For example, the appearance of a flexion reflex does not inevitably mean that the stimulus is nociceptive or that it is a nociceptive flexion reflex. Indeed, flexion reflexes are not triggered exclusively by nociceptive stimuli (see Section VIII.). This can lead to misinterpretations.
2) It must be possible in the behavioral model to differentiate responses to nociceptive stimuli from responses to non-nociceptive stimuli. In other words, the quantified response has to be exclusively or preferentially triggered by nociceptive stimuli ("output specificity"). In this respect, one has to bear in mind that some innate or acquired behaviors can be triggered by aversive stimuli that are not nociceptive/painful.
Sensitivity. 3) It must be possible to quantify the response and to correlate this variable with the stimulus intensity within a reasonable range (from the pain threshold to the pain tolerance threshold). In other words, the quantified response must be appropriate for a given type of stimulus and monotonically related to its intensity.
4) The model must be sensitive to manipulations and notably pharmacological ones, which would reduce the nociceptive behavior in a specific fashion. A sensitive test must be able to show effects for the different classes of antinociceptive agents at doses comparable to those used for analgesics in humans.
Validity. 5) The model must allow the differentiation of nonspecific behavioral changes (e.g., in motility and attention) from those triggered by the nociceptive stimulus itself. In other words, the response being monitored must not be contaminated by simultaneous perturbations related to other functions, notably if they have been introduced by a pharmacological agent. The test validity, i.e., the degree to which the test actually measures what it purports to measure, is undoubtedly one of the most difficult problems to resolve (see Section XII.).
Reliability. 6) Consistency of scores must be obtained when animals are retested with an identical test or equivalent form of the test. In this context, the repeated application of the stimulus must not produce lesions.
Reproducibility. 7) Results obtained with a test must be reproducible not only within the same laboratory but also between different laboratories.
Because no test of nociception meets all these criteria, the choice of
which test to use has to be a compromise. Before describing these
tests, it is worth noting that in general, they can be divided into two
overall categories depending on whether it is a threshold or a
supraliminal response to a given stimulus that is being measured. Note
that both these categories permit one to investigate only one point on
the stimulus-response curve, be it the threshold or an arbitrary point
further up the curve. As a result, they allow only a rough appreciation
of the gain of the process (Tjølsen and Hole, 1997
). For the main
part, the models involve rodents, most often the rat. In this review,
when the species is not explicitly mentioned, we are referring to
models that are based on the rat.
If we restrict ourselves to acute cutaneous and acute visceral pain, it is useful to classify the animal models used on the basis of the physical characteristics of the stimuli. We therefore successively consider tests based on the use of short-duration stimuli (in the order of seconds) and then those based on the use of longer-duration stimuli (in the order of minutes). The former relate to pains of cutaneous origin, with physical stimuli (thermal, mechanical, electrical) applied to small areas, often at increasing intensities. The latter relate to pains of cutaneous or visceral origin, with chemical stimuli (algogenic substances) being applied usually subcutaneously or intraperitoneally. In addition, one can add to the latter category tests based on the distension of hollow organs (visceral mechanical stimulation); such stimuli last for intermediate periods of time.
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V. Use of Short-Duration Stimuli ("Phasic Pain") |
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These tests are the most commonly used. In general they 1) involve a short period of stimulation; 2) have somatic rather than visceral sites of stimulation; 3) involve measuring thresholds with the result that they generate no information whatsoever regarding responses to frankly nociceptive stimuli; 4) usually involve measuring the response time to a stimulus of increasing intensity with the explicit or implicit assumption that this reaction time is related to the threshold; 5) involve stimulation of minimal surface areas, with two important exceptions: the hot plate and the electrified grid, where the four paws and tail of the animal are stimulated simultaneously; and 6) can be classified by the nature of the stimulus, be it thermal, mechanical, or electrical.
A. Tests Based on the Use of Thermal Stimuli
In tests involving thermal stimuli, it is always the skin that is stimulated. These tests do not involve visceral or musculoskeletal tissues. However, it is important not to forget that radiant heat also stimulates thermoreceptors and that, consequently, the application of a ramped thermal stimulus will result in an organized and unalterable sequence of activation, namely thermoreceptors, then thermoreceptors plus nociceptors, then nociceptors alone, and finally (possibly) nociceptors plus "paradoxical cold" receptors (Fig. 7D). In practice, the animal withdraws itself quickly from the stimulus, and therefore only the first part of this scenario takes place.
The source of nociceptive stimulation can be distant from its target (e.g., radiant heat from a lamp) or can be in direct contact with the skin. Radiant heat constitutes a relatively selective stimulus for nociceptors and has an advantage over the other modes of thermal stimulation in that it produces no tactile stimulus.
We first mention the work of Ercoli and Lewis (1945)
, who applied the
method used in humans by Hardy et al. (1940)
to 2200 rats. The beam was
directed at the animal's back, which had been shaven the previous day.
By simultaneously opening the obturator and starting timers, it was
possible to measure two successive response times: that of a local
response, which consisted of a "twitch", and then that of a general
response involving an "escape" reaction by the animal. The most
interesting observation by these authors related to morphine: although
it affected both responses, it was more powerful against the second, to
such an extent that increasing the dose resulted primarily in an
increase in the difference between the two response times, with the
second becoming increasingly longer. Andrews and Workman (1941)
and
Winder et al. (1946)
studied similar muscle responses in the dog and
the guinea pig.
1. The Tail-Flick Test. There are two variants of the tail-flick test. One consists of applying radiant heat to a small surface of the tail. The other involves immersing the tail in water at a predetermined temperature. Although apparently similar, these two alternatives are actually quite different at a physical level: the cutaneous temperature varies with the square root of time in the first case and more rapidly in the second (Fig. 7, A and C). In addition, the stimulated surface areas can be very different. Indeed it is surprising that authors generally consider these two tests as though they were equivalent.
a. The Tail-Flick Test Using Radiant Heat. The tail-flick test with radiant heat is an extremely simplified version of the method used on human subjects by Hardy et al. (1940)