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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)
which arguably has not been exploited sufficiently
lies in
the possibility of applying different temperatures. Thus, lower
temperatures can be used to seek evidence for the effects of minor
analgesics (Sewell and Spencer, 19762. The Paw Withdrawal Test.
In principle, this test is
entirely comparable to the test of D'Amour and Smith (1941)
but offers
the advantage that it does not involve the preeminent organ of
thermoregulation in rats and mice, i.e., the tail (Hargreaves et al.,
1988
; Yeomans and Proudfit, 1994
). One can improve the test by
minimizing variations in the baseline temperature of the skin
(Galbraith et al., 1993
; Dirig et al., 1997
). With the aim of studying
hyperalgesic phenomena resulting from inflammation, Hargreaves et al.
(1988)
had an inspired idea for supplementing the model of Randall and
Selitto (1957
; see Section V.C.): radiant heat was applied
to a paw that had already been inflamed by a subcutaneous injection of
carrageenin. For this purpose, inflammation can also be produced by
exposure to ultraviolet rays (Perkins et al., 1993
). One advantage in
these tests is that heat is applied (to the plantar surface of the
foot) of a freely moving animal. However, there is a disadvantage in that the position of the leg becomes a factor since the background level of activity in the flexors varies with the position of the animal
(see Section VIII.).
fibers are activated; when the
heating is slow (1°C/s), the reaction time is longer and skin
temperature increases less, activating only C fibers (see Section
IX.B.). Morphine is far more active in the second than in the
first of these tests (Lu et al., 19973. The Hot Plate Test.
This test consists of introducing a
rat or mouse into an open-ended cylindrical space with a floor
consisting of a metallic plate that is heated by a thermode or a
boiling liquid (Woolfe and MacDonald, 1944
; Eddy and Leimbach, 1953
;
O'Callaghan and Holzman, 1975
). A plate heated to a constant
temperature produces two behavioral components that can be measured in
terms of their reaction times, namely paw licking and jumping. Both are
considered to be supraspinally integrated responses.
certainly with a much shorter reaction
time
during subsequent tests (Takagi and Iwamoto, 1952
|
4. Tests Using Cold Stimuli.
Cold is very rarely used to test
acute pain. On the other hand, it is more common to test cold allodynia
in animal models of neuropathies. The techniques are directly inspired
by those that use heat by contact: immersion of the tail or a limb
(Pizziketti et al., 1985
; Attal et al., 1990
; Briggs et al., 1998
), or
placing the animal on a cold surface (Bennett and Xie, 1988
; Jasmin et al., 1998
).
B. Tests Based on the Use of Mechanical Stimuli
The preferred sites for applying nociceptive mechanical stimuli
are the hind paw and the tail. Tests using constant pressure (Haffner,
1929
; Brodie et al., 1952
; Bianchi and Francheschini, 1954
; Collier et
al., 1961
; Vinegar et al., 1990
) have been abandoned progressively for
those applying gradually increasing pressures.
In the course of such a test, a pressure of increasing intensity is
applied to a punctiform area on the hind paw or, far less commonly, on
the tail. In practice, the paw or tail is jammed between a plane
surface and a blunt point mounted on top of a system of cogwheels with
a cursor that can be displaced along the length of a graduated beam
(Green et al., 1951
). These devices permit the application of
increasing measurable pressures and the interruption of the test when
the threshold is reached. The measured parameter is the threshold
(weight in grams) for the appearance of a given behavior. When the
pressure increases, one can see successively the reflex withdrawal of
the paw, a more complex movement whereby the animal tries to release
its trapped limb, then a sort of struggle, and finally a vocal reaction.
If the first of these reactions is undoubtedly a proper spinal reflex,
the last two clearly involve supraspinal structures. This type of
mechanical stimulation has a certain number of disadvantages (Fennessy
and Lee, 1975
): 1) it is sometimes difficult to measure the intensity
of the stimulus with precision; 2) repetition of the mechanical
stimulus can produce a diminution or conversely an increase in the
sensitivity of the stimulated part of the body
in the latter case,
this carries the risk that the tissues may be altered by inflammatory
reactions that could call into question the validity of repeated tests;
3) the necessity of applying relatively high pressures
which explains
the weak sensitivity of the method and the relatively small number of
substances that have been shown to be active by this test; and 4) a
non-negligible level of variability of the responses.
With the aim of improving the sensitivity of the test, Randall and
Selitto (1957)
proposed comparing thresholds observed with a healthy
paw and with an inflamed paw. The inflammation was induced beforehand
by a subcutaneous injection into the area to be stimulated of
substances such as croton oil, beer yeast, or carrageenin, the last of
these being the most commonly used today (Gilfoil et al., 1963
; Winter
and Flataker, 1965b
; Vinegar et al., 1976
; Chipkin et al., 1983
; Kayser
and Guilbaud, 1987
; Ardid et al., 1991
). Even though it was found that
the sensitivity of the method was improved, it was to the detriment of
its specificity because, a priori, two different pharmacological
effects
analgesic and anti-inflammatory
could be confused. It is
therefore quite difficult to state that there has been analgesic or
even "antalgesic" activity. However, a comparison in the same
animal of responses triggered from a healthy and an inflamed paw allows
this problem to be overcome: nonsteroidal anti-inflammatory drugs
(NSAIDs) are inactive on the former but do increase the (lowered)
vocalization threshold when pressure is applied to the latter (Winter
and Flataker, 1965b
). One can increase the discrimination between
different antalgesic substances with this test by reducing the rate at
which the pressure applied to the paw is increased and by increasing
the time limit for subjecting the animal to the stimulus
the cutoff
time (Chipkin et al., 1983
).
C. Tests Based on the Use of Electrical Stimuli
1. Use of Long-Lasting Trains of Electrical Stimuli.
a. Electrical Stimulation of the Tail.
Electrical stimuli of
gradually increasing intensities can be delivered in the form of trains
(lasting some hundreds of milliseconds) through subcutaneous electrodes
in the tail of the rat or the mouse (Carroll and Lim, 1960
; Paalzow,
1969
; Paalzow and Paalzow, 1975
; Levine et al., 1984
; Borszcz et al.,
1994
). When such gradually increasing intensities of electrical stimuli
are applied, one can observe successively a reflex movement of the
tail, vocalization at the time of stimulation, and then vocalization
continuing beyond the period of stimulation ("vocalization
after-discharge"). These responses are organized on a hierarchical
basis; they depend on the different levels of integration of the
nociceptive signal in the central nervous system: the spinal cord, the
brainstem, and the thalamus/rhinencephalon. The last of these can
reflect affective and motivational aspects of pain behavior (Borszcz, 1995a
). The sensitivity to morphine of the thresholds for these three
responses increases with the levels themselves: reflex < vocalization during stimulation < prolonged vocalization (Paalzow and Paalzow, 1975
; Fig. 9). This
differential effect on the different behavioral responses suggests
different sites of action that are organized hierarchically.

View larger version (16K):
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Fig. 9.
Effects of morphine on various behavioral
responses produced by electrical stimulation. In the experiments of
Paalzow and Paalzow (1975)
, a train of 125 electrical shocks (each of
1.6 ms duration) were applied to the rat tail over a 1-s period. These
trains were delivered at intensities that increased logarithmically.
The following responses were seen successively: A, movement of the
tail; B, vocalization during stimulation; C, vocalization outlasting
the period of stimulation ("vocalization after-discharge"). The
thresholds for these responses were determined before (relative ratio:
1, 1.5, and 3, approximately) and 45 min after the subcutaneous
administration of morphine. The results are expressed as percentages of
these thresholds on a semilogarithmic chart. Over the range of doses
used, morphine did not modify the threshold for the reflex movement of
the tail but did increase, in a dose-dependent fashion, the thresholds
for vocalization and the vocalization after-discharge
the latter being
the most sensitive. Modified from Paalzow and Paalzow (1975)
, copyright
1975 Springer-Verlag.
2. Use of Single Shocks or Very Short Trains of Electrical
Stimuli.
a. Stimulation of the Tail.
This test differs from those
described above in that 1) the electrical stimuli applied to the tail
are single and of short duration (10 or 20 ms), which allows latencies
to be measured, and 2) the observed behaviors are different, albeit
related (Charpentier, 1961
, 1964
, 1965
, 1968
). When the intensity of
stimulation increases, the following responses are observed
successively: twitching, escape behavior, vocalization, and biting the
electrodes. Again, these responses are hierarchically organized, with
the last one being the most coordinated; they depend on different
levels of integration of the nociceptive signal within the central
nervous system. The sensitivity of this test to morphine increases with the level of integration of the nociceptive signal (twitching = escape < vocalization < biting the electrodes). This method has been adapted to the mouse (Nilsen, 1961
; McKensie and Beechey, 1962
; Perrine et al., 1972
) and seems adequately predictive for analgesics, including opioid partial agonists (Taber, 1974
).
either single shocks or very short trains (Ardid et
al., 1993
fibers, whereas the
second results from activation of slowly conducting C fibers; 2)
"chatters", characterized by formants composed of a fundamental frequency and its corresponding harmonics; this constitutes a very
elaborate response, the physical characteristics of which are similar
to human words; and 3) ultrasonic emissions inaudible to humans and
made up of a fundamental frequency, without harmonics, between 20 and
35 kHz with mild modulations (Dinh et al., 1999
|
a stimulus which would not produce pain in humans (but
see Matthews, 1986
fibers (Fig.
11). There is little evidence that A
fibers from other parts of the body are involved in signaling pain. In
view of these conflicting lines of evidence and of the marked species
differences between dental tissues (see below), one should be cautious
before regarding all responses to stimulation of the pulp as being
nociceptive. However, it is probably safe to conclude that at worst,
electrical stimulation of pulpal nerves is closer to being a selective
nociceptive stimulus than any similar stimulation of nerves elsewhere
in the body.
|
namely,
that such reflexes have been produced by stimulation of
mechanoreceptors (Hannam and Matthews, 1969
|
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VI. Tests Based on the Use of Long Duration Stimuli ("Tonic Pain") |
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Basically, these tests involve using an irritant, algogenic chemical agent as the nociceptive stimulus. They differ from the vast majority of other tests in that they abandon the principle of determining the nociceptive threshold and involve a quantitative approach to the behavior observed after the application of a stimulus with a potency that is going to vary with time. They can be thought of as a kind of model for tonic pain. However, they are not models for chronic pain because their duration is only in the order of some tens of minutes.
The main types of behavioral test based on such stimuli use intradermal
or intraperitoneal injections. The use of intra-arterial or intradental
bradykinin is less common (Guzman et al., 1964
; Deffenu et al., 1966
;
Lim and Guzman, 1968
; Foong et al., 1982
), although intracapsular (jaw)
injections of algogenic substances have also been used recently in
pharmacological studies of pain in nonbehavioral models in which the
animals are anesthetized (Broton and Sessle, 1988
; Yu et al., 1994
,
1995
, 1996
). In addition, there are behavioral tests that use the
intracapsular administration of urate crystals, Freund's adjuvant, or
carrageenin, but these are related to models of chronic inflammatory
pain (Okuda et al., 1984
; Otsuki et al., 1986
; Coderre and Wall, 1987
;
Butler et al., 1992
; Tonussi and Ferreira, 1992
).
In this section, we also consider tests based on the stimulation of hollow organs. These animal models of visceral pain can be split into two categories on the basis of stimulus type: those involving the administration of algogenic agents, and those involving distension of hollow organs. In the latter case, one can add a subcategory of distension following induced inflammation of the hollow organ.
A. Intradermal Injections
The most commonly used substance for intradermal injections is
formalin (the "formalin test"). The term formalin
usually means a 37% solution of formaldehyde. Less commonly used are
hypertonic saline (Lewis and Kellgren, 1939
; Hwang and Wilcox, 1986
),
ethylene diamine tetra-acetic acid (Teiger, 1976
), Freund's adjuvant
(Iadarola et al., 1988
), capsaicin (Sakurada et al., 1992
), and bee
sting (Larivière and Melzack, 1996
). Other substances have been
tested but with less success (Wheeler-Aceto et al., 1990
).
A 0.5 to 15% solution of formalin injected into the dorsal surface of
the rat forepaw provokes a painful behavior that can be assessed on a
four-level scale related to posture: 0, normal posture; 1, with the
injected paw remaining on the ground but not supporting the animal; 2, with the injected paw clearly raised; and 3, with the injected paw
being licked, nibbled, or shaken (Dubuisson and Dennis, 1977
). The
response is given a mark, and the results are expressed either
continuously per unit of time or at regular time intervals when several
animals are observed sequentially (Abbott et al., 1999
). Each level on
this scale can be weighted to optimize the test (Coderre et al., 1993
;
Abbott et al., 1995
; Watson et al., 1997
). This method has also been used in the mouse, cat, and monkey (Dubuisson and Dennis, 1977
; Alreja
et al., 1984
; Hunskaar et al., 1985
; Murray et al., 1988
; Tjølsen et
al., 1992
). The measured parameter can also be the number of licks or
twitches of the paw per unit of time (Wheeler-Aceto and Cowan, 1991
),
the cumulative time spent biting/licking the paw (Sufka et al., 1998
),
or even a measure of the overall agitation of the animal obtained by a
strain gauge coupled to the cage (Jett and Michelson, 1996
). Such
specific behaviors resulting from an injection of formalin can be
captured automatically by a camera attached to a computer; in this way,
the effects of a pharmacological substance on such motor activity can
be identified, analyzed, and uncoupled from antinociceptive effects
(Jourdan et al., 1997
). This test has been adapted for use in the
trigeminal region (Clavelou et al., 1989
, 1995
).
In the rat and the mouse, intraplantar injections of formalin produce a
biphasic behavioral reaction. This behavior consists of an initial
phase, occurring about 3 min after the injection, and then after a
quiescent period, a second phase between the 20th and 30th minutes. The
intensities of these behaviors are dependent on the concentration of
formalin that is administered (Rosland et al., 1990
; Aloisi et al.,
1995
; Clavelou et al., 1995
). The first phase results essentially from
the direct stimulation of nociceptors, whereas the second involves a
period of sensitization during which inflammatory phenomena occur. The
central or peripheral origin of this second phase has been the subject
of debate (Tjølsen et al., 1992
). For some, the second phase results
from central processes triggered by the neuronal activation during the
first phase (Coderre et al., 1993
). However, this hypothesis seems
unlikely not only because formalin provokes biphasic activity in
afferent fibers (McCall et al., 1996
; Puig and Sorkin, 1996
), but even more so because the blocking of the first phase by substances with
rapid actions (e.g., subcutaneous lidocaine or intravenous remifentanil) does not suppress the second phase (Dallel et al., 1995
;
Taylor et al., 1995
, 1997
). Thus, the second phase cannot be
interpreted as a consequence of the first; it clearly also originates
from peripheral mechanisms.
Opioid analgesics seem to be antinociceptive for both phases, although
the second is more sensitive to these substances. In contrast, NSAIDs
such as indomethacin seem to suppress only the second phase (Hunskaar
and Hole, 1987
; Shibata et al., 1989
; Malmberg and Yaksh, 1992
; Jourdan
et al., 1997
), especially when the formalin is injected in high
concentrations (Yashpal and Coderre, 1998
).
Another model of tonic cutaneous pain has been proposed recently. This
test involves mimicking postoperative pain triggered by a cutaneous
incision (Brennan et al., 1996
; Zahn et al., 1997
).
B. Intraperitoneal Injections of Irritant Agents (the "Writhing Test")
The intraperitoneal administration of agents that irritate serous
membranes provokes a very stereotyped behavior in the mouse and the rat
which is characterized by abdominal contractions, movements of the body
as a whole (particularly of the hind paws), twisting of dorsoabdominal
muscles, and a reduction in motor activity and motor incoordination.
The test is sometimes called the abdominal contortion test, the
abdominal constriction response, or the stretching test, but more
commonly it is known as the "writhing test". Generally the
measurements are of the occurrence per unit of time of abdominal cramps
resulting from the injection of the algogenic agent. These behaviors
are considered to be reflexes (Hammond, 1989
) and to be evidence of
visceral pain (Vyklicky, 1979
); however, it would probably be wiser to
call it peritoneovisceral pain. Indeed, given the well established fact
that the parietal peritoneum receives a somatic innervation (Williams
et al., 1995
), it is possible that the pain may not be visceral at all.
However, the pain is probably similar to that resulting from
peritonitis. Unfortunately, the frequency of cramps decreases
spontaneously with time (Michael-Titus and Costentin, 1988
) to such an
extent that it is impossible to evaluate the duration of action of an
analgesic on a single animal. Furthermore, the number of cramps is
subject to a great deal of variability (Hendershot and Forsaith, 1959
).
Many modifications have been made to the original test using
phenylbenzoquinone, which was described in 1957 by Siegmund et al.
after analogous observations had been made following the
intraperitoneal injection of radio-opaque elements (Van der Wende et
al., 1956
). These modifications mainly concern the chemical agent that,
in turn, determines the duration of the effect: acetylcholine, dilute hydrochloric or acetic acid (Eckhardt et al., 1958
; Koster et al.,
1959
; Niemegeers et al., 1975
), bradykinin (Emele and Shanaman, 1963
),
adrenaline (Matsumoto and Nickander, 1967
), adenosine triphosphate, potassium chloride, tryptamine (Collier et al., 1968
), and ocytocin (Murray and Miller, 1960
) have all been used. Modifications have also
been made to the concentration, temperature, and volume of the injected
solution, the experimental conditions, and ways of monitoring
behavioral changes so as to simplify the test and increase its
sensitivity (Linée and Gouret, 1972
; Harada et al., 1979
). The
test has also been used in monkeys (Pearl et al., 1969a
).
These methods have the advantage of allowing evidence to be obtained
for effects produced by weak analgesics. On the other hand, they lack
specificity. Indeed, these tests work not only for all major and minor
analgesics, but equally for numerous other substances, including some
that have no analgesic action, e.g., adrenergic blockers,
antihistamines, muscle relaxants, monoamine oxidase inhibitors, and
neuroleptics. (Hendershot and Forsaith, 1959
; Chernov et al., 1967
;
Pearl et al., 1968
; Loux et al., 1978
). Thus, a positive result with
this test does not necessarily mean there is analgesic activity.
Nevertheless, because all analgesics inhibit abdominal cramps, this
method is useful for sifting molecules whose pharmacodynamic properties
are unknown (Hendershot and Forsaith, 1959
; Chernov et al., 1967
; Loux
et al., 1978
). The specificity can be improved by undertaking a
preliminary Rotorod test to detect and eliminate molecules that alter
the motor performance of the animal (Pearl et al., 1969b
). Although the
writhing test has a poor specificity, it is sensitive and, after a
fashion, predictive, as shown by the correlation between
ED50 values obtained in rats using this test and
analgesic doses in humans (Collier et al., 1968
; Dubinsky et al.,
1987
).
Intraperitoneal injections of algogenic substances have also been used
in nonbehavioral models of nociception, i.e., models in which the
animal is anesthetized. For example, changes in mean arterial blood
pressure and intragastric pressure have been used as indicators of
nociceptive responses to intraperitoneal bradykinin in anesthetized
rats (Holzer-Petsche, 1992
; Holzer-Petsche and Rordorf-Nikolic, 1995
;
Griesbacher et al., 1998
).
C. Stimulation of Hollow Organs
In addition to such tests of peritoneal or visceral nociception,
other tests involve injecting algogenic substances directly into hollow
organs and, as such, may be regarded as models for true visceral pain.
For example, administration of formalin into the rat colon can produce
a complex biphasic type of "pain behavior" involving an initial
phase of body stretching and contraction of either the flanks or the
whole body and a second phase that predominantly involves abdominal
licking and nibbling (Miampamba et al., 1994
). Intracolonic infusions
of glycerol also produce abdominal constrictions (Botella et al.,
1998
). Similarly, a number of models have been developed for bladder
pain, whereby reflexes and/or more complex behaviors have been observed
following intravesical administration of capsaicin, capsaicin-like
substances (Craft et al., 1993
, 1995
; Pandita et al., 1997
), or
turpentine (McMahon and Abel, 1987
; Jaggar et al., 1998
). More
recently, a model for inflammatory uterine pain was developed, whereby
intrauterine injections of mustard oil produced complex behavior
patterns in rats (Wesselmann et al., 1998
).
Arguably, a more natural noxious visceral stimulus is that produced by
distension of hollow organs. Although distension of viscera has been
used in electrophysiological studies for many years (e.g., Talaat,
1937
; Paintal, 1954
; Iggo, 1955
; Cervero, 1994
), the use of such
stimuli at noxious intensities in behavioral studies is a more recent
development. In this context, colorectal distension by means of an
inflatable balloon in the rat is the most commonly used stimulus. Ness
and Gebhart (1988)
used such a stimulus and found that it produced
avoidance behavior as well as reflex activities that could be recorded
electromyographically from the abdominal muscles. It also evoked
quantifiable vegetative responses that, in the awake animal, involved
increased arterial pressure and tachycardia, although these were
attenuated or even reversed by certain anesthetic agents (Ness and
Gebhart; 1988
). This group (Danzebrink and Gebhart, 1991
; Ness et al.,
1991
; Maves and Gebhart, 1992
; Kolhekar and Gebhart, 1994
; Maves et
al., 1994
; Danzebrink et al., 1995
; Traub et al., 1995
) and others
(e.g., Omote et al., 1994
; Harada et al., 1995a
,b
; Saito et al., 1995
; Yamamori et al., 1996
; Hara et al., 1998
, 1999
) have subsequently used
this or similar behavioral models to test a wide range of pharmacological agents. In some of these models (Harada et al., 1995a
,b
; Saito et al., 1995
; Yamamori et al., 1996
), the abdominal reflexes were monitored as increases in intra-abdominal pressure rather
than electromyographically. A development of these models involves
firstly inflaming the colon by the administration of acetic acid. As
was shown originally in the anesthetized rat, this procedure sensitizes
responses to colonic distension (Langlois et al., 1994
). The
application of acetic acid followed by distension of the colon has
subsequently been used in the conscious rat; under such conditions, the
abdominal reflexes produced by distension are enhanced (e.g., Burton
and Gebhart, 1995
, 1998
; Langlois et al., 1996
, 1997
), although the
threshold for these responses is unaltered as are the reflex
alterations in arterial blood pressure (Burton and Gebhart, 1995
). In
other studies, colonic distension has been applied after the colon has
been inflamed by other chemical agents, e.g., turpentine (Ness et al.,
1991
), trinitrobenzene sulfonic acid (Morteau et al., 1994
; Goldhill et
al., 1998
), or zymosan (Coutinho et al., 1996
).
Other models of nociception involving the gastrointestinal tract of
conscious rats have used distension of the stomach (Rouzade et al.,
1998
) or duodenum (Colburn et al., 1989
; DeLeo et al., 1989
; Feng et
al., 1998
) as the test stimulus. In addition, colonic distension has
been used in models involving other species, including the rabbit
(Jensen et al., 1992
; Crawford et al., 1993
; Borgbjerg et al., 1996a
,b
)
and the dog (Houghton et al., 1991
).
Models of visceral nociception have also used mechanical stimulation of
parts of the genitourinary system in conscious animals, although such
stimuli are more common in tests including anesthetized animals (see
below). However, Giamberardino et al. (1995)
studied the behavior
produced by the surgical introduction of dental cement
to mimic a
calculus
into the ureter and found something akin to episodes of
writhing behavior over a 4-day period. In addition, these authors observed a concomitant hyperalgesia in the abdominal muscles
(Giamberardino et al., 1990
, 1995
), which taken together with their own
electrophysiological data (Giamberardino et al., 1996
) provided clear
evidence for visceromuscular convergence at a spinal level.
It is possible to record a number of responses to intense mechanical
stimulation of hollow viscera in anesthetized animals, and these have
formed the basis of a number of tests. For example cardiovascular
responses can be produced in anesthetized rats by colorectal distension
with (Langlois et al., 1994
) or without (Banner et al., 1995
)
inflammation, distension of the duodenum (Moss and Sanger, 1990
; Diop
et al., 1994
), distension of the jejunum with (McLean et al., 1997
) or
without (Lembeck and Skofitsch, 1982
; McLean et al., 1998
)
sensitization by an experimental nematode infection, distension of the
ileum (Clark and Smith, 1985
), distension of the renal pelvis (Brasch
and Zetler, 1982
), distension of the ureter (Roza and Laird, 1995
), or
distension of the uterus (Robbins and Sato, 1991
). In all but one (Roza
and Laird, 1995
) of these studies, the cardiovascular response involved
a decrease in systemic arterial blood pressure, which is in contrast to
the increases in blood pressure evoked by visceral distension in awake
animals (see above). Clearly, the cardiovascular responses to visceral distension are preparation-dependent (Ness and Gebhart, 1990
), and as a
result, it may be even more important than in other models of pain to
establish a good normal baseline response before the administration of
drugs being tested. Finally, other responses to visceral distension
have been monitored in models involving anesthetized preparations,
notably changes in intragastric pressure during duodenal distension
(Moss and Sanger, 1990
) and desynchronization of the electrocorticogram
during urinary bladder distension (Conte et al., 1996
).
| |
VII. Nociceptive Tests and Stimulus-Response Relationships |
|---|
|
|
|---|
It cannot be stated often enough that in most animal models of
pain, the only measurement is of a nociceptive threshold. However, clinical pain is rarely limited to threshold intensities (0-1 on a
visual analog scale of 1-10). Benedetti et al. (1984)
summarized data
from many previous reports and concluded that the occurrence, severity,
and duration of postsurgical pain varied inter alia with the
site, nature, and duration of an operation. It is usually worse after
intrathoracic or intra-abdominal surgery or surgery to the joints and
bones, but less after most superficial operations.
This restriction to measurements of threshold in classic tests is very limiting. From a theoretical point of view, imagine if you could construct a stimulus-response curve for each test. Imagine also that you then administer to the animal an antalgesic substance with an unknown action. If the stimulus-response curve is displaced to the right in a more or less parallel fashion, then measuring the threshold will provide evidence of the action of the substance. If, on the other hand, the slope of the stimulus-response curve is reduced without any overall shift, then the measurement of the threshold alone will not permit any conclusion to be drawn about the substance (or may lead to the wrong conclusion that the substance has no effect). In other words, measuring a threshold does not permit an evaluation of changes in the gain of a system, no matter what that is. It is well known that the nociceptive systems that generate pain can show changes in gain. One can illustrate this by considering the effects of three different analgesics on the recruitment curves for an electromyographic response evoked in the biceps femoris muscle of the anesthetized rat by stimulation of C fibers: ketoprofen depresses only the responses to the strongest stimulus intensities and does not modify the threshold; buprenorphine acts only against the responses to the lowest stimulus intensities; and morphine acts against all the responses (Fig. 15).
|
One further comment is necessary with respect to the measurement of
nociceptive thresholds. In general, there are several psychophysical
methods for measuring a sensory threshold. It is beyond the scope of
this review to consider all of them. However, one of them
the method
of limits
merits some discussion. This method consists of gradually
increasing the intensity of a stimulus until it is detected by the
subject. To reduce bias, series with decreasing intensities of stimuli
are also presented to the subject to determine the point at which the
stimulus is no longer perceived. It is the combination of results
obtained with the ascending and descending series that ultimately gives
the threshold. For various reasons (the risks of tissue damage or of
stressing the animal, etc.), in many tests of nociception, the stimulus
is presented only at increasing intensities. This approach undoubtedly
introduces a systematic error in the measurement of nociceptive
thresholds (Lineberry, 1981
). Thus, in the guinea pig, the threshold
for evoking a muscular contraction using noxious radiant heat was 10%
lower when determined during a series of increasing stimulus intensities than when it was determined while the stimulus was being
reduced (Winder et al., 1946
). As far as animal models of nociception
are concerned, to the best of our knowledge, the method of limits has
been used only with the flinch-jump test (Evans, 1961
).
| |
VIII. Nociceptive Tests and Motor Activity |
|---|
|
|
|---|
Most tests that are used to study pain in animals involve motor
responses to nociceptive stimuli. These depend on an implicit hypothesis that there is a strong relationship between nociception and
motor activity. No one can deny the existence of such a relationship. However, it has to be put in context, and above all else, it must not
be considered as being unequivocal. It should always be remembered, for
example, that the modulation of reflex motor responses can be different
from that of dorsal horn neurons (Carstens and Campbell, 1992
).
Furthermore, the activity of motoneurons is controlled by structures in the brain, which can influence motor activity regardless of whether it is initiated reflexly or from a supraspinal level. Electromyographic recordings provide a complementary approach to many of the behavioral tests described above and, more particularly, allow them to be placed in a physiological context.
Sherrington (1906a
,b
, 1910
) suggested that pain is "the psychical
adjunct of a protective reflex", and it was in characterizing protective flexion reflexes that he introduced the concept of nociception. These reflexes result from activation of polysynaptic spinal neuronal circuits, which themselves are under the control of
spinal and/or supraspinal influences. The amplitudes and durations of
these reflexes are functions of stimulus intensity (Creed et al., 1932
;
Lloyd, 1943a
,b
). Nowadays, the term reflex is often applied
to two phenomena that, although they are intimately linked, are
distinct from one another: the reflex activation of the muscle(s), which is quantifiable using electromyography, and the reflex movement, which is characterized by its latency, force, and direction.
Considering these two phenomena as the same thing can cause great
confusion. One must remember, for example, that flexion reflex
movements result from the contraction of flexor muscles and the
relaxation of extensors (Sherrington, 1906b
; Hagbarth, 1952
).
In the vertical posture, the extensors (the "antigravity" muscles)
are tonically active while activity in the flexors is inhibited. In
healthy human subjects, the transfer of weight from one leg to the
other results in a gradual inhibition of flexion reflexes in the limb
taking the weight with an accompanying and symmetrical facilitation of
their counterparts in the opposite limb (Rossi and Decchi, 1994
). Some
nociceptive tests necessitate postural adjustments of the animal. For
example, in the orthostatic position, the motoneurons of the flexors
are inhibited (and those of the extensors facilitated), and a flexion
reflex is more difficult to evoke. Thus, it is not surprising that
different results can be obtained depending on whether an animal is
upright or not (e.g., Kauppila et al., 1998
). On the other hand, when
an animal takes up an "antalgic position", the injured limb is
flexed, the flexor motoneurons are facilitated (and those of the
extensors inhibited), and a flexion reflex is easier to evoke. However,
the position of the resting animal involves a motor equilibrium between
one limb and its contralateral counterpart. Thus, the antalgic position will also result in increased tonic activity in the extensors of the
contralateral limb as more of the animal's weight is transferred there. These mechanisms, which strictly speaking fall into the field of
motor control, are likely to affect results from some animal models of
nociception. This underlines the fact that such results should not be
interpreted only in terms of nociception. Thus, if one were to compare
in a single animal a response in a control limb with that of its
contralateral counterpart, which was in the antalgic position, one
would introduce a systematic imbalance related to motor-control
mechanisms. This could result in an overestimation of hyperalgesia or
allodynia. In this context, it is interesting to note that the extent
of allodynia estimated after administration of Freund's adjuvant into
a paw is an order of magnitude greater than that within the orofacial
region in which there is no equivalent postural adjustment (Ren, 1999
).
A. Not All Flexion Reflexes Are Nociceptive
Electromyographic techniques allow the recording and analysis of
one or more reflex responses in flexor muscles. These responses follow
each other, separated by periods of silence, in a fashion that reflects
the activation of afferent fibers with different diameters and, hence,
different conduction velocities. According to the studies of Lloyd
(1943a
,b
) in the spinal cat, flexion reflexes are made up of two
components: the first has a short latency and low threshold and can be
produced by weak-intensity stimuli; the second has a longer latency and
higher threshold and results only from intense stimulation
it
corresponds to the activation of high-threshold afferent fibers with
slow conduction velocities. In humans, C-fiber afferents are
responsible for the delayed component of the flexion reflex produced by
intense stimulation of the sural or plantar nerves (Kugelberg, 1948
).
The activation of A
fibers can also produce a flexion reflex in the
anesthetized rat
proof that mechanoreceptive impulses can also modify
the excitability of flexor motoneurons (Schouenborg and Sjölund,
1983
). Moreover, non-noxious heat, which on its own cannot evoke
flexion reflexes, can nevertheless influence them. In this context, the
RIII reflex in humans is facilitated by
non-noxious heat applied by a CO2 laser to the territory of the sural nerve (Plaghki et al., 1998
). Thus, an increase
in cutaneous temperature can, by itself and independently of other
factors, contribute to hyperalgesic phenomena (e.g., during inflammation).
Lundberg's group investigated the nature of afferent impulses that
converge onto interneurons in polysynaptic flexion reflex arcs. The
concept of "flexor reflex afferents" (FRAs) includes all fibers
(groups II, III, and IV) of muscular, cutaneous, and articular origin,
which when activated provoke flexion reflexes. The reflex circuits are
tightly controlled by descending pathways originating from supraspinal
centers (Eccles and Lundberg, 1959a
; Holmqvist and Lundberg, 1959
,
1961
; references in Lundberg, 1982
; Schomburg, 1990
). Some afferents
have the function of controlling active movements, whereas others (the
nociceptive A
and C fibers) have roles entirely related to
nociception (references in Schomburg, 1990
). Schomburg (1997)
recently
retraced the historical relationship between FRAs and nociception. In
fact, the early studies leading up to the definition of FRAs were
concerned mainly with which types of afferents (particularly muscle
afferents) could activate flexor motoneurons, inhibit extensor
motoneurons, and thus produce a flexion reflex; the concept of
nociception was hardly mentioned (Eccles and Lundberg, 1959b
; Lundberg,
1959
). Indeed, these authors even stated that there was no evidence to
support the assumption that group III (A
) muscle afferents mediating
flexion reflexes were nociceptive (Eccles and Lundberg, 1959b
). The
notion of FRAs came to be associated with reflex pathways that
exhibited a certain amount of convergence. The inclusion of nociceptors
in this larger group of afferent nerve fibers that constitute FRAs was
suggested by the finding of a spatial facilitation resulting from the
convergence of signals from cutaneous nociceptors and non-nociceptive
mechanoreceptors (Behrends et al., 1983
), muscle spindles (Kirkwood et
al., 1987
), or articular and muscle group I to III afferents (Steffens
and Schomburg, 1993
).
It is perfectly clear from the human studies of Hugon (1973)
that there
are two distinct reflex components evoked by electrical stimulation of
the sural nerve. The reflex which appears first, named the
RII, is evoked by nonpainful mechanoreceptive
stimulation and plays a role in the control of movement. This is not a
protective reflex, but rather a "locomotion" reflex in the broadest
sense of the term. It is evoked by stimulation of superficial
mechanoreceptive and proprioceptive (muscular or articular) afferent
fibers. The RIII reflex has a longer latency and
is a nociceptive defense reflex; indeed, there is a near-perfect
coincidence between the development of painful sensations and the
evolution of the RIII component of the flexion
reflex (Hugon, 1973
; Willer, 1977
). In general, electrical stimulation
can activate the whole spectrum of cutaneous afferents and evoke
several reflex components. Among these cutaneous afferents, only a
proportion can be considered as being involved in nociceptive
phenomena. Among C fibers, this proportion is overwhelming, but it must
be remembered that even some of these are thermoreceptive (Hensel,
1973
; La Motte and Campbell, 1978
, Darian-Smith et al., 1979
, Duclaux
and Kenshalo, 1980
).
In conclusion, the appearance of a flexion reflex does not ipso
facto mean that the stimulus is nociceptive or that it involves a
nociceptive flexion reflex. For example, in the newborn, the flexor
muscles show hypertonia in comparison with the extensor muscles, and
this relates to the fact that exaggerated flexion reflexes can be
brought about by harmless stimuli, without any suggestion that they are
a sign of pain (Bodensteiner, 1992
). In the newborn rat, one can easily
produce a movement of the tail with temperatures that would be not be
painful in the adult. However, this is not a suitable response because
it results in the tail approaching the source of a potentially noxious
stimulus (Fig. 16; Falcon et al., 1996
;
Holmberg and Schouenborg, 1996
). In fact, what these observations show
is that the central nervous system is immature; the logical sequence of
development is that inhibitory control systems can develop only after
the excitatory mechanisms, which they will modulate, are in place. To
interpret such observations in terms of pain would be extremely
difficult (Lloyd-Thomas and Fitzgerald, 1996
). One could conclude that
they represent a state of hyperalgesia only if one used the standard,
oversimplistic hypothesis
albeit one that is never openly stated
that
excitation equals pain, and inhibition equals analgesia. There is no
doubt that the central nervous system does not work with such clearcut duality; rather, the excitatory and inhibitory mechanisms within the
central nervous system work together and in competition to produce an
overall effect (as witnessed, for example, by mechanisms operating
throughout the visual system). In addition, in some parts of the human
body such as the orofacial region, nociceptive reflexes predominantly
involve inhibition of muscle activity, not excitation (Orchardson and
Cadden, 1998
).
|
B. Not All Nociceptive Reflexes Are Flexion Reflexes
Just as flexion reflexes are not exclusively nociceptive,
nociceptive reflexes are not always flexion reflexes. Indeed,
electrical stimulation of some cutaneous nerves can activate extensor
muscles (Hagbarth, 1952
). For each of these muscles, there is a
nociceptive cutaneous receptive field, stimulation of which provokes
muscular contraction and an extension movement (Kugelberg et al., 1960
; Engberg, 1964
). This is why the term flexion reflex does not completely match that of nociceptive reflexes. In this context, Schouenborg introduced the notion of a "modular" organization of the
"withdrawal reflex". His studies allow one to specify the
organization of nociceptive reflexes: most muscles in the lower
limb
be they flexor, extensor, or otherwise (supinator, pronator)
can
contract during nociceptive stimulation of a well defined region of
skin, and thus, each muscle has its "nociceptive cutaneous receptor
field" (Schouenborg and Kalliomäki, 1990
; Schouenborg et al.,
1992
). Indeed, there is a nearly perfect match between the fields of cutaneous receptors and the cutaneous territories that are removed from
the nociceptive stimuli (Schouenborg and Weng, 1994
). Bearing this in
mind, it is possible to understand that it is not essential for a
withdrawal reflex to be a flexion reflex. Schouenborg and Kalliomäki (1990)
drew a map of excitatory receptive fields for most of the muscles of the rat hindlimb. As a result of the overlapping of these receptive fields, stimulation of a given cutaneous zone can
result in the contraction of several muscles. On the basis of these
data, one can envisage a modular organization with several parallel
chains of interneurons, each module leading to the activation of a
single muscle (Schouenborg and Kalliomäki, 1990
; Schouenborg et
al., 1992
; Schouenborg and Weng, 1994
).
C. Spinal Shock
In a number of experiments, the animals used have had their spinal cords sectioned at a cervical or thoracic level. This is done to remove supraspinal controls and thus permit the study of pure spinal mechanisms. However, the recording of a motor response as an indication of spinal nociceptive activity makes the use of these models precarious.
In fact, the excitability of spinal reflexes varies with time following
sectioning of the cord. The spinal lesion is accompanied initially by a
state of areflexia which, since the time of Sherrington, has been
termed spinal shock. The duration of this state varies considerably between species, from a few seconds in the frog to a few
months in humans. The areflexia is followed by a period of
hyporeflexia, and then by a state of hyperexcitability. For example, in
the rat, the areflexia is complete for 10 to 20 min after which the
response reappears and increases over a 5- to 8-h period until it shows
a significant level of hyperexcitability (Schouenborg et al., 1992
).
This level will stabilize only after about 2 weeks (Borszcz et al.,
1992
). Spinal shock does not directly affect ventral horn motoneurons
but results from the lifting of descending facilitatory controls onto
premotor interneurons in the ventral horn (Chambers et al., 1966
;
Spencer et al., 1966c
; Zapata, 1966
). Since spinal shock does not
involve dorsal horn neurons, one should not read too much into any
variations of the reflex in "spinal animals".
D. Excitatory Effects of Opioids on Motor Activity
The stimulatory effect of morphine or other opioids on motricity
is well known to anesthetists who refer to it as "opioid-related rigidity" (Bowdle and Rooke, 1994
). This adverse effect is exerted mainly by the activation of µ-opioid receptors (Negus et al., 1993
).
In animals, morphine in low doses can cause signs of behavioral stimulation
hyperactivity, stereotyped movements
whereas larger doses
(>10 mg/kg) cause catatonia together with akinesia and muscular rigidity (Fog, 1970
; Babbini and Davis, 1972
; Groppe and Kuschinsky, 1975
; Turski et al., 1982
). A spectacular form of catatonia in the
mouse and the rat, Straub's reaction, consists of lordosis of the
whole body including the tail (Bilbey et al., 1960
); it also is
mediated by central µ receptors (Nath et al., 1994
).
These modifications may be caused by inhibition of GABAergic activity
in striatonigral pathways (Turski et al., 1984
). Furthermore, wide
lesions of the periaqueductal gray matter (PAG) or low, precollicular decerebration completely abolish this phenomenon (Lee et al., 1978
). A
more recent study (Weinger et al., 1991
) provided evidence that the
reticular formation, in particular nucleus raphe pontis, and the
periaqueductal gray matter have leading roles in morphine-induced rigidity. Finally, Weinger and colleagues (1987
, 1989
, 1995
) reported that
2 adrenergic and serotoninergic systems
are implicated in the muscular rigidity induced by alfentanil.
In the rat and the monkey, biphasic dose-dependent effects of systemic
morphine on nociceptive flexor reflexes have been described. At low
doses, morphine facilitates these reflexes, whereas at higher doses it
inhibits them (Cooper and Vierck, 1986a
; Guirimand et al., 1995
;
Yeomans et al., 1995
). Using a protocol incorporating variable stimulus
intensities to construct recruitment curves, Guirimand and colleagues
(1995)
showed that morphine at low doses exerted an intensity-dependent
facilitatory effect on the reflex; there was no effect on the
threshold, but the effects became more and more marked as the stimulus
intensity was increased. These effects have only a distant relationship
to nociception, but they can perturb the tests that are used to study it.
| |
IX. The Sensitivity of the Tests |
|---|
|
|
|---|
A. Statement of the Problem
There is a recurrent problem in the basic pharmacology of
analgesics (Table 1). This problem can be
illustrated by considering morphine as an example. It has been known
for a long time that in animals, when one uses most classic tests such
as the tail-flick test, the hot plate test, or paw withdrawal from
mechanical stimuli, the effective doses of morphine are much higher
than those used clinically (Hammond, 1989
). This could be explained by
interspecies differences in susceptibility or in pharmacokinetics.
However, although these differences are real, they are not sufficient
to explain the magnitude of the discrepancy. Indeed, when other tests are used, such as the formalin, writhing, or vocalization tests, this
disparity is significantly reduced. As for minor analgesics, their
actions are generally not revealed by these tests except when very high
(quasitoxic) doses are used.
|
One explanation for this paradox could be that it is related to the
phasic or tonic character of the stimulus used
analgesics being more
effective on pains generated by the latter. However, such an
explanation is unlikely given that morphine is efficient in humans on
pains produced by very short-duration phasic stimuli but has a much
lesser effect when the stimulus is more intense (Cooper et al., 1986
).
Such an inverse relationship between the intensity of the stimulus and
the measured efficiency of analgesics has also been demonstrated with
models of clinical pain (Laska et al., 1982
). In animals, the
sensitivity of behavioral tests of nociception has seemed to depend on
the intensity of the nociceptive stimuli being applied, be they thermal
(Gray et al., 1970
; Luttinger, 1985
; Carstens and Campbell, 1988
;
Carstens and Ansley, 1993
; Carstens and Wilson, 1993
; Dirig and Yaksh,
1995
), chemical (Shaw et al., 1988
), or electrical (Guirimand et al.,
1995
). For example, the apparent antinociceptive power of opioids
increases when the temperature is decreased in the hot plate test
(Ankier, 1974
; O'Callaghan and Holzman, 1975
; Hunskaar et al., 1986
;
Zimet et al., 1986
) or when the slope of heating is less in the
tail-flick test or paw withdrawal test (Bonnycastle, 1962
; Granat and
Saelens, 1973
; Suh et al., 1992
; Dirig and Yaksh, 1995
; Abram et al.,
1997
). In certain cases, these observations can result in a calculation artifact (Fig. 24).
One can easily imagine that an analgesic will be that much more efficient when the stimulus produces weaker and less synchronous neuronal activity. This is quite likely to be what happens during the subcutaneous or intraperitoneal administration of relatively weak algogenic agents (having been chosen for ethical reasons and to minimize stress). For a given stimulus, the neuronal activities recorded in the spinal cord or brain will be more desynchronized, the slower the conduction velocities of the peripheral fibers responsible for the response. As a very direct result of this consideration, one must think about interactions between the type of fiber responsible for a response and the pharmacological effects that are exerted on it.
B. What Types of Fiber Underlie the Responses?
It has long been known that experimental pain in humans is little
affected by doses of morphine, which are effective analgesics for
patients (Beecher, 1956a
, 1957
). This is undoubtedly because experimental pain is usually produced by A
fibers. We have already discussed the double pain produced in humans when a brief and sufficiently intense single stimulus activates A
and C fibers, which
have different conduction velocities; in these cases, the emotional
component of the second pain is much stronger than that of the first
(Handwerker and Kobal, 1993
). When electrical stimuli are applied to
distal parts of the body such as the lower leg, pain produced by
activation of A
fibers can disappear completely before the onset of
pain because of the more slowly conducting C fibers (Cooper et al.,
1986
). Thus, in some experimental protocols, it is possible to identify
and unambiguously measure each component of double pain and test the
effects on these of morphine. It is found that the first pain is little
affected by morphine, whereas the second shows clear sensitivity (Fig.
17; Price et al., 1985
; Cooper et al.,
1986
; Price and Barber, 1987
; Yeomans et al., 1996a
).
|
Under laboratory conditions, the usual phasic stimulation methods
predispose human subjects and animals to respond to the pain as soon as
it occurs, i.e., at the moment the first pain produced by A
fibers
occurs (Dubner et al., 1977
). The presence or absence of second pain
will generally have no impact on the measurement (Lineberry, 1981
). In
any event, stimulation is stopped as soon as a response is obtained.
One is therefore tempted to agree with Yeomans and Proudfit (1994
,
1996
) that most nociceptive tests
at least most of the usual ones
involving mechanical and thermal stimuli
actually investigate only
responses triggered by A
fibers. This would be the reason why these
tests would not be sensitive to morphine except at very high doses. It
is known that morphine depresses responses of dorsal horn neurons,
produced by C fibers, more easily that it depresses those produced by
A
fibers (Le Bars et al., 1976
; Jurna and Heinz, 1979
). Furthermore, Wikler (1950)
noted long ago that in the chronic spinal dog, morphine depressed spinal reflexes only when they were characterized by long-lasting after-discharges; otherwise, the reflexes were not affected or were even facilitated. On the other hand, when a vocal response is clearly triggered by C fibers, it is very sensitive to
morphine, with the ED50 value being 5 times less
than when it is triggered by A
fibers (Fig. 10C; Jourdan et al.,
1995
, 1998
). It is therefore tempting to state that in the small number
of tests that show little sensitivity to morphine, it is a response (or
threshold for a response) to the activation of A
fibers that is
being studied. Conversely, in the tests that are more sensitive to
morphine, the response being studied is a supraliminal and durable one
to the activation of C fibers.
The increase in pharmacological sensibility induced by an inflammatory
agent could simply be caused by the fact that the C-fiber polymodal
nociceptors are particularly susceptible to sensitization phenomena.
Consistent with this, it was shown that C-polymodal nociceptors are
much more sensitive to pH and bradykinin than are A
-polymodal
nociceptors (Khan et al., 1992
; Steen et al., 1992
). In addition, many
unmyelinated afferent fibers are silent under normal conditions but
respond to thermal and mechanical stimuli when the tissues are
inflamed; this new class of C nociceptor has been labeled "silent"
or "dormant" by various authors (Schmidt et al., 1994
; Schmidt,
1996
). These considerations prompt the conclusion that as a whole, C
nociceptors are more sensitive to inflammatory phenomena than are A
nociceptors. Neither should we forget that they are much more numerous
(Ochoa and Mair, 1969
; Scadding, 1980
; Lynn and Baranowski, 1987
;
Povlsen et al., 1994
; Fig. 18). Thus,
sensitizing unmyelinated nociceptors, which is undoubtedly responsible
for lowering nociceptive thresholds, may transform a threshold for a
response to A
fiber activation into a threshold for a response to
C-fiber activation without the nature of the stimulus being changed.
For example, in the case of paw withdrawal, one can see that the test
may fall into the group that is sensitive or the group that is
insensitive to morphine, depending on whether the skin has been
sensitized or not by the preliminary administration of an inflammatory
agent (Randall and Selitto, 1957
; Winter and Flataker, 1965b
;
Hargreaves et al., 1988
). One can check this observation on a single
animal that has just one inflamed paw. It is possible that when
sensitization of unmyelinated polymodal nociceptors is clearly
responsible for lowering the nociceptive threshold, it may do so by
transforming the measurements from ones of the threshold for a response
to activation of A
fibers (insensitive to morphine) to ones for the
threshold of a response to activation of C fibers (sensitive to
morphine). Thus, under these conditions, one would record a response
produced by A
fibers when the stimulus is applied to a healthy paw
and a response produced by C fibers when the stimulus is applied to an
inflamed paw. In this context, the applied physical stimulus was not
changed by the experimenter who, in good faith, believed that he or she
carried out the same test on both of the animal's paws. The
experimenter did this even though the physiological "effective
stimulus"
which can be defined in terms of the actual physical
stimulus and the physicochemical and physiological (or pathophysiological) properties of the target tissue
would have appeared completely different. However, from a pharmacological point of
view, one is faced with two different systems. A similar phenomenon may
also occur during chronic inflammatory processes (Pircio et al., 1975
;
Kayser and Guilbaud, 1983
).
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Some paradoxical results obtained following neonatal administration of
capsaicin in the rat could be explained by similar mechanisms. Nowadays
it seems clear that this processing primarily destroys C fibers and
sometimes, albeit to a lesser extent, destroys certain A
fibers
(Lynn, 1990
; Holzer, 1991
; Szolcsányi, 1993
; Szallasi and
Blumberg, 1999
). Such treatment must render the animals quasianalgesic.
As far as tests of nociception in the rat and the mouse are concerned,
one can summarize the effects of neonatal treatment with capsaicin
thus: there is a consensus that responses produced by algogenic
chemical stimuli are blocked, but mechanical and thermal stimuli have
produced conflicting findings, with completely negative results being
obtained from experimental protocols that lead to a large decrease in
the number of unmyelinated afferent fibers (Holzer, 1991
; Campbell et
al., 1993
; Winter et al., 1995
). One can propose several explanations
for these apparent discrepancies, notably differences in the stocks of
animal and in the experimental protocols (Holzer, 1991
). However, if
one accepts Yeomans' and Proudfit's proposal (1994
, 1996
) that most
of the tests using mechanical or thermal stimuli involve studying
responses triggered by A
fibers, then there is a simpler explanation
for this paradox: the negative results are what one would expect,
whereas the positive results can be correlated with the percentage of
A
fibers destroyed by the capsaicin treatment
a proportion that is
not generally known. Although speculative and retrospective, this
proposal is plausible and illustrates the urgent need for a better
understanding of the tests of nociception that we use. When this is the
case, interpretation will become easier. This would apply to the acute effects of subcutaneous injections of capsaicin that facilitate limb
withdrawal when the heating slope is slow and activates C fibers but do
not have any effect when the heating slope is fast and activates A
fibers (Yeomans et al., 1996b
; Zachariou et al., 1997
).
In practice, it is not easy to evaluate the respective contributions of
these two groups of fibers for a given test of nociception. As already
mentioned, A
fibers are less numerous than C fibers (Fig. 18) to
such an extent that it is undoubtedly necessary to have more sustained
activity in them if they are to provide sufficient information to evoke
pain. On the other hand, their conduction velocities enable them to
trigger a response well before the C fibers. In addition, when a
stimulus is sudden, the resulting activity in A
nociceptors arrives
at the spinal cord in a highly synchronized fashion, which
counterbalances the numerical weakness of these fibers. Furthermore,
the strong intensity and speed of application of the stimulus generally
make it possible not to have to consider the fact that the thresholds
of A
-polymodal nociceptors are higher than those of C-polymodal
nociceptors (Treede et al., 1995
). Finally there are various arguments
which make it possible to think that by comparison with C-polymodal
nociceptors, which can be rather static, A
-polymodal nociceptors can
be dynamic receptors, e.g., more sensitive to fast variations in
temperature than to absolute values (Yeomans and Proudfit, 1996
). Taken
together with their relatively rapid conduction velocities, this
property confers on them the role of being the outpost of the
nociceptive system, giving early warning of highly phasic stimuli.
C. What Is the Significance of Measurements of Reaction Time When the Stimulus Intensity Is Increasing?
In reality, stimuli are often applied in a gradual fashion. Under these conditions, the question arises as to what is the significance of the measurements that are taken.
The measurement of a reaction time is conceptually very simple: the time between the application of the stimulus and the start of the evoked response is measured; undoubtedly, this constitutes a biological parameter. This concept does not produce any problem when short-duration stimuli are used (e.g., electrical stimulation, laser thermal stimulation). However, the situation is more complex when the intensity of a stimulus is gradually increased while the stimulus is being delivered. Here there is a potential confusion between the concepts of reaction time (often referred to as "latency") and "threshold", with the former being regarded as a covariant of the latter. We examine this problem below.
Let us consider the measurement of the reaction time of a response
initiated by radiant heat. Energy can be delivered continuously from a
constant caloric source coupled to an obturator. In physics, one could
regard such a stimulus as producing an increase in the temperature of
the target tissue, whatever that may be, which would be proportional to
the square root of time (Fig. 19A).
That is effectively what experiments confirm when one measures
cutaneous temperature in humans (Buettner, 1951
; Hendler et al., 1965
;
Stolwijk and Hardy, 1965
) or the anesthetized rat (Yeomans and
Proudfit, 1994
). Achieving a given temperature triggers the response.
We then note that the measured reaction time (R) is the sum of the physical (Lp) and biological (Lb) latencies. Physical latency corresponds to the time taken to increase the temperature of the skin.
This increase will depend on the properties of reflectance, transmission, and absorption of the epidermis and dermis, all of which
will depend on the wavelength of the radiant source (Hardy et al.,
1956
; Hardy, 1980
). Reflectance is very significant in the visible and
adjacent infrared fields (Fig. 3A). However, the electromagnetic
emission spectrum of a lamp varies with the intensity of the electrical
current that is applied to it (Fig. 3C). Thus, a variation in intensity
will result in a concomitant variation in all these parameters, which
relate to the physical properties of the skin. As a result, there is a
tricky problem of how to interpret these phenomena when considering the
physiological activation of receptors.
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The Lb, which is a parameter that really interests us, results from phenomena all of which have a finite duration: transduction, conduction in peripheral afferent fibers, conduction and integration in the central nervous system, conduction in efferent fibers, and the response itself. It is somewhat surprising that authors usually implicitly regard the measured reaction time (R = Lp + Lb) as being the same as the Lb of the movement. In addition, the use of a reaction time as an index of nociception and, consequently, of its increase as an index of hypalgesia implicitly presupposes that the increase in cutaneous temperature is proportional to time, but that is something which is never verified.
Figure 19B shows the theoretical evolution of cutaneous temperature
during the application of two different intensities of radiant heat to
the skin (with the thermal radiation being stopped on the appearance of
a movement). It can be seen that the faster the heating, the earlier
the response
the temperatures reached being that much higher. This
observation is explained by the fact that the peak temperature
corresponds to the movement that occurs after a given latency (Lb, by
definition). During this time Lb, the temperature continues to
increase, which means that the movement was triggered by a temperature
lower than that which was noted at the time when it occurred. This
"biological latency artifact", which is also referred to as the
"reaction time artifact" (Yarnitsky and Ochoa, 1990
; see also Dirig
et al., 1995
), is greater the steeper the heating slope.
There is no reason to believe that the temperature threshold which must
be reached on the surface of the skin to trigger a movement corresponds
to the threshold for activating nociceptors (Tillman et al., 1995a
).
Indeed, it is actually the temperature that activates a minimum number
of nociceptors to a level sufficient to transmit the barely adequate
volume of information to produce the movement (Fig.
20). This in turn depends on complex
central excitatory and inhibitory processes. This temperature threshold has to be higher than the thresholds of individual nociceptors and
concerns the true threshold for the reaction (Tt). All these considerations have functional consequences because once the Tt is
reached, one must wait some time (Lb) before seeing the reaction. During this period, the stimulus continues to grow and activate nociceptors. The integration of the response time artifact and the
duration Lb (gray zones in Fig. 19) will determine the "total volume
of nociceptive information" that elicits the strength of the
response. Thus, independent of its threshold, this response will be
more vigorous with a shorter reaction time the steeper the heating
slope. In this respect, it is interesting to recall that the classic
tail-flick is described as a brief movement of the tail observed within
few seconds, with the reaction time being shorter and the movement more
vigorous when the intensity of the source of radiant heat is more
intense (see Section V.A.1.a.).
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The temperature measured on the surface of the skin gives only an
approximation of the temperature reached at the level of the
nociceptors, which are hidden in the surface layers of the skin at the
dermoepidermal junction. In humans and monkeys, the heat-sensitive
nociceptors would, on average, be located at a depth of 200 µm (Stoll
and Greene, 1959
; Stolwijk and Hardy, 1965
; Tillman et al., 1995b
). The
systematic character of the resulting error renders it relatively
unimportant when considering experiments using constant thermal
stimuli. On the other hand, as soon as the stimulus varies during the
experimental protocol, this approximation can be the source of
erroneous interpretations. Thus, because of thermal inertia, the heat
achieved at the nociceptors is close to the surface temperature when
the heating slope of a thermode is gentle, but it is less and is
shifted in time when the heating slope is steep (Tillman et al.,
1995b
).
The intensity of stimulation can determine which type of fiber starts
the reaction. We have seen that strong stimulation predisposes a
reaction triggered by A
fibers. That is true with regard to radiant
heat when it is applied abruptly (Fig.
21A). On the other hand, when the
stimulus is applied very gradually, the response may be triggered by C
fibers since the threshold for activation of C-polymodal nociceptors is
lower than that of the A
-polymodal nociceptors, particularly with
thermal stimuli in which the difference in threshold is about 5°C
(Treede et al., 1995
). For example, with a heating slope of 1°C/s, it
takes approximately 5 s to pass from the threshold of activation
of C-polymodal nociceptors to that of the A
-polymodal nociceptors;
this 5-s period is ample to permit activation of the C fibers to
trigger a reaction even before A
fibers have been activated (Fig.
21B). The experiments of Yeomans and Proudfit (1994)
illustrate this
concept perfectly since the mean paw withdrawal threshold of 47.2°C
was achieved in 13.4 s with a low intensity lamp (presumably by
activating C nociceptors), whereas the mean paw withdrawal threshold of
51.7°C was achieved in 2.6 s with a high-intensity lamp
(presumably by activating A
nociceptors). Note that the 4.5°C
difference between thresholds fits perfectly with the 5°C difference
between the mean thresholds of individual A
- and C-polymodal
nociceptors (Treede et al., 1995
).
|
It should be noted that some of these experiments are not easy to interpret when a conventional source of energy is used to apply radiant heat. We have already mentioned that the electromagnetic emission spectrum of a lamp varies with the intensity of the electrical current (see Section III.A.1.a.; Fig. 3C). Since the radiation properties of the skin depend on the wavelength emitted by the source of radiation, it follows that low and high intensities of a given lamp will affect different volumes of skin. In other words, in such experiments both the intensity and the stimulated volume vary when one changes the current applied to the incandescent bulb.
Thus, total ignorance of physical factors contributing to a reaction time renders the measurements of the latency somewhat illusory from a biological point of view. Because the aim of these experiments is not to make absolute measurements but to identify and measure variations in the parameter being considered, one has to acknowledge that there is a systematic (but unknown) error in the measurement by a magnitude of Lp. If we accept this problem in this way, then to get meaningful results we must be certain that the magnitude Lp is invariable and consider only differences in reaction times and never express these differences in the form of percentage variations. The first of these requirements is never verified because the temperature of the skin is not recorded; indeed, there are a number of reasons to believe that Lp is not always constant, particularly because the basic cutaneous temperature can vary (see Section XII.E.). The second requirement is rarely even considered. Authors often calculate a "percentage of the maximum possible effect", and this is discussed in the next section.
We mention without comment two lesser sources of uncertainty. The first
results from the fact that many thermal stimulators do not have an
obturator
the timer being started at the moment of the powering of the
lamp. A new physical factor is thus introduced: the time of heating of
the lamp, which will be related to its thermal inertia and the fact
that the electrical resistance of the filament depends on the
temperature. The second problem relates to old equipment that does not
have an automatic device for stopping the timer when the movement
occurs, e.g., an photoelectric cell. In this case, it is the
experimenter who handles the timer, and the measured reaction time
integrates his or her response time, which may be more or less constant.
Measured reaction time can vary for many reasons (see Section
XII.). In the situation in which the antinociceptive activity of a
drug does not affect the baseline cutaneous temperature, an increase in
reaction time can result from two mechanisms (Fig. 22). The threshold for producing the
reaction can increase (
T), which will lengthen the physical latency
and consequently the measured reaction time (
R in Fig. 22A). The
biological latency of the reaction itself can also increase (
L) to
lengthen the measured reaction time (
R in Fig. 22B). In general,
authors generally regard an increase in reaction time as revealing an
increase in threshold even though it is probable that these two
complementary mechanisms often coexist. However, the relative role of
the first mechanism will be always overestimated compared with that of
the second as time variations vary with the square of variations in temperature. Furthermore, one can understand that it is the intensity of stimulation that will determine the relative influences of the two
mechanisms on measured reaction time. Indeed, we know that the increase
in physical latency is negatively correlated with the energy applied to
reach the temperature threshold (Figs. 19B and 24B), whereas the
increase in biological latency is independent of this. Consequently it
follows that the respective share of the increase in the threshold for
producing the reaction, compared with the increase of the reaction time
itself, will always be greater when the applied energy is weaker. For a
very weak source of energy, a weak variation in threshold will
translate mathematically into a large variation in reaction time.
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The usual experimental protocols do not make it possible to solve these
problems. Furthermore, we have assumed here that the reactions were all
started by just one group of fibers, be they A
or C. However, as we
discuss below, in certain circumstances this may not be the case. Under
those circumstances, the interpretation of certain experiments becomes
even more complex.
D. Influence of Methods of Analysis
In several tests, the investigator 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 and could rapidly damage the exposed tissues (Carroll, 1959
). However, it can be a source of difficulty. As a result of such
imposed limits, some analgesic effects will show up as an increased
number of animals reaching the time limit. Many authors normalize
results as percentages of the maximum possible effect with this being
the time limit that itself is arbitrarily chosen. This percentage of
the maximum possible effect (%MPE; Fig.
23A and 24A) is defined (Harris and
Pierson, 1964
) by the following equation:
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In addition, if a given cutoff time (Co) is considered, the percentage
of the maximum possible effect will vary with the energy of the source
of thermal radiation for strictly physical reasons (Fig.
24). If we consider a drug that
increases the reaction time by
R, it probably means that the
apparent temperature threshold increased from Ta to
Tat. When caloric energy is increased, the temperature increases more rapidly with the inescapable consequence of
a decrease of
R, an increase in Co
R, and hence a
decrease in their ratio, the %MPE. When caloric energy is decreased,
R increases, Co
R decreases, and the %MPE increases. In
this kind of experimental protocol, the effectiveness of a treatment
seems to increase when one lowers the intensity of the heat source. It
is actually a pure artifact related to physical properties and the
means of calculating the effect.
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In view of these considerations, it must be emphasized that in the course of these tests, as in all others based on the principle of measuring a reaction time, the duration of the stimulus and consequently its intensity are determined by the reaction of the animal, which may or may not bring to an end the period of stimulation. This in turn emphasizes the difficulty, if not impossibility, of uncoupling the input and output of the systems studied in this way. As we have seen, the measured reaction time results from physical and biological factors. The presence of a reaction signifies that at some prior point in time, the peripheral receptors reached a sufficient level of activation to trigger it (Figs. 19A and 20).
This coupling between the input and output of the system can cause
hidden bias when interpreting data. Thus very often in a "Materials
and Methods" section of an article, there is a cryptic phrase
explaining that the intensity of the lamp had been adjusted for each
animal so that the latency of the tail-flick was around a certain value
(for example, 3 or 4 s); one might suggest that this is entirely
reasonable if you want to homogenize a group of animals. Moreover, the
"Results" section of these same articles often starts by mentioning
that latencies did not differ significantly between the groups; here,
one might suggest that this is quite reasonable if you want to use
simple statistical tests to compare treatments in different animals.
However, this practice hides a serious error in reasoning. Passing over
the anecdotal fact that the result is nothing but a direct fruit of the
method, if you choose to adjust a stimulus so that the reaction time is
3 s, a significant difference between the groups would simply mean that you only casually followed the method you claim to have used. As
long as after determination of the baseline response the groups differ
only in the treatments which are applied, this practice, although
debatable at a theoretical level, has no substantial consequences. On
the other hand, when the groups are different even before the
determination of the baselines, we are confronted with results that
cannot be interpreted because we do not know the effects of certain
factors (e.g., preliminary pharmacological treatment, cerebral lesions,
nerve lesions, and lesions in ganglia) on the response being studied.
In reality, this very standard practice consists of biologically
applying a relative correction, or one might say calculating the
percentage contribution of a physical artifact
the adjustment of the
intensity of the lamp. And it is thus that one can calculate
percentages of percentages without realizing it. Once again, in this
type of analysis, there can be serious confusion between the stimulus
and the response, which can lead to erroneous conclusions. Figure
25 illustrates this problem by
considering an experimental plan with a 2-by-2 factorial: the first (A)
treatment corresponding to the administration of an analgesic substance
which increases the latency of the tail-flick, and the second
corresponding to a pretreatment (e.g., pharmacological manipulation or
a lesion in the nervous system) that increases (B1 pretreatment) or
decreases (B2 pretreatment) this reaction time. According to the
assumption in this example, the effects of the treatment and the
pretreatment are simply additive (the graphs on the left represent
results obtained when the intensity of stimulation was identical for
all the animals). When the intensity of stimulation was adjusted so
that the reaction time was identical during the control period
preceding treatment A, regardless of the group of animals (graphs on
the right), one could conclude erroneously that there was an
interaction between factors A and B.
|
E. Influence of Species and Genetic Line
We indicate the importance of these factors with only a few examples. They would otherwise merit a long discussion that would be beyond the framework of this review, which is devoted primarily to the methodology of the most commonly used animal models of acute pain. Nevertheless, we must always bear these factors in mind because they can influence the pharmacokinetics and pharmacodynamics of administered substances just as much as the physiological mechanisms that underlie the recorded responses.
In this context, the study of 10 lines of mice subjected to a series of
different tests of nociception revealed a strong genetic influence on
the responses of the animals; for example, one stock of animals showed
virtually no responses to the formalin test (Mogil, 1999
). Similarly,
in the context of the hypothalamo-hypophyseal axis, the responses to
stress vary according to the stock of rats, with extremes like the
Lewis and Fisher stocks, which have low or high sensitivities,
respectively. This results secondarily in the opposite susceptibility
for inflammatory diseases (Cizza and Sternberg, 1994
). Variability can
also relate to the anatomy of the nervous system: noradrenergic neurons
from the locus coeruleus project toward the dorsal or ventral horn,
depending on whether Sprague-Dawley rats belong to the Harlan or the
Sasco stock (West et al., 1993
). At a pharmacological level, the
effects of morphine are also genetically determined, at least in the
mouse (Mogil et al., 1996
; Belknap et al., 1998
; Elmer et al., 1998
).
Interspecies variability is undoubtedly even greater. For example, NK1
receptors in humans are identical to those in the guinea pig but
different from those in the rat and mouse (Watling et al., 1994
). The
pharmacological effects can also vary radically from one animal species
to another. Even if physicians and biologists often ignore the fact,
veterinarians have know for a long time that the properties of morphine
vary radically with species. If we consider just domestic mammals, we
can distinguish two groups of species in which, despite all their other
differences (see below), analgesia is a common denominator (Aitken,
1983
; Brunaud, 1986
; Benson and Thurmon, 1987
). The first group
responds by being sedated and showing an increase in vagal tone
comparable to what is seen in humans; this group includes the rat, the
guinea pig, the rabbit. and the dog. The second group responds
differently with an overall excitation and increase in sympathetic
tone; this group includes the horse family, cattle, sheep, goats, pigs,
cats, and mice. The first group is subject to respiratory depression, whereas the second is not. These differences can have significant consequences if one takes account of the possibilities of interference between certain physiological functions and nociception (see also Section XII.E.2.) One might emphasize the fact that the effects of
morphine on thermoregulation are determined to a large extent at a
genetic level (Belknap et al., 1998
).
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X. The Specificity of Tests |
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|
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Regarding the specificity of tests for exploring the nociceptive
system, there is a question of whether we are always measuring a
nociceptive threshold. To make tests more sensitive, some investigators have been tempted into decreasing the stimulus intensity, most notably
the rate of heating in the tail-flick and hot plate tests. As
previously mentioned, by doing this it is possible to increase the
tail-flick reaction time from the usual 2 to 4 s to 6 to 9 s
(Jensen and Yaksh, 1986
; Ness and Gebhart, 1986
). Under these circumstances, the reaction time is related to the gentler temperature gradient, which results in a reduction in the rate of heating within
the tissues; it then becomes possible for very weak variations in
temperature to result in large changes in reaction time. Although cutaneous thermoreceptors are activated before nociceptors, it is
unlikely that the heat rather than the nociceptive character of the
stimulus produces the reflex responses, at least under normal
physiological conditions. The essential physical parameter for
producing this response is the actual skin temperature, which has to
reach a critical value. This value is defined as the nociceptive threshold. However, for technical reasons, this temperature is not very
easy to measure. In the rat, Hardy (1953)
estimated it to be 44.7°C
regardless of the initial temperature, the time of exposure to the
stimulus, and the rate of heating. He then corrected this temperature
to take account of differences in some of the physical properties of
skin in the rat and in humans; as a result, the estimate became
47.6°C (Hardy et al., 1957
). Estimates of this temperature have
varied from one laboratory to another in the range 40 to 45°C.
However, it always seems to be constant in a given laboratory (Jackson,
1952
; Ness and Gebhart, 1986
; Tsuruoka et al., 1988
). Whereas the
results of Hardy et al. (1957)
suggested that it is very much the
nociceptive character of the stimulus that generates the response, the
wider range of lower temperatures found in other laboratories suggests
that, in some cases, the threshold being measured could be for a
prenociceptive or quasinociceptive reflex (Walters, 1994
). However, it
is difficult to be certain of this, given that measuring the
temperature of an interface
in this case, the skin
is always a
difficult technical problem to overcome. Nevertheless, it must be
remembered that the thermal thresholds of individual nociceptors in the
rat tail range from 40 to 55°C (Mitchell and Hellon, 1977
; Fleischer
et al., 1983
).
If everyone is intuitively capable of understanding the difference
between tepid, warm, hot, painfully hot, and burning sensations, it is
less easy to define the transitional phases between these. The same
problem exists in the experimental situation despite the fact that the
term "phase" is avoided by the use of actual temperatures
(Handwerker and Kobal, 1993
). Some investigators have even disputed
whether it is possible to determine a nociceptive threshold for thermal
stimulation with any precision (Yarnitsky and Ochoa, 1990
). This is
reminiscent of the problems of trying to describe electrical stimuli in
humans
where we speak, for example, of dental (and other)
"prepains" (e.g., Shimizu, 1964
; Brown et al., 1985
). One could
argue that these are reactions having the biological role of alerting
the organism before a natural stimulus becomes really noxious. The
triggering of these reactions may arise from the fact that many
nociceptors, be they somatic or visceral, can be activated by
nonpainful electrical, thermal, or, even more likely, mechanical
stimuli (Handwerker and Kobal, 1993
).
A similar situation may exist in animals, although we have no evidence to prove that this is the case. On the other hand, there is evidence that learning phenomena may affect the outcome of many of the tests (see Section XII.D.).
In summary, the specificity of a nociceptive test depends on the nature
and temporal characteristics of the applied stimulus
the "input
specificity"
and the type of response being recorded
the "output
specificity" (see Section IV.). However, it seems
extremely difficult or even impossible to ensure such specificity. The
reader will probably have realized that neither we nor anyone else has been able to avoid what borders on circuitous reasoning on this matter.
Indeed, the problem is made worse by the possibility that further
complications may result from the intercurrent pharmacological effects
of the substance being studied (see below).
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XI. Comparison with Clinical Situations and Predictiveness of the Tests |
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Predictiveness
in terms of clinical applicability
is an absolute
requirement in nociceptive tests for two reasons. First because it is
necessary when searching for new molecules with therapeutic value to
avoid false positives and false negatives (Collier, 1964
; Chau, 1989
).
For example, the writhing test, which is very sensitive but only weakly
predictive, has to be reserved for initial pharmacodynamic screening so
that potentially analgesic substances are not missed (Hendershot and
Forsaith, 1959
; Loux et al., 1978
; Dubinsky et al., 1987
). Another
reason is far more fundamental and related to situations in which one
is trying to understand the basic mechanisms underlying pain and
analgesia. What credence can be given to a line of reasoning that
relies on manipulations (pharmacological, neurological, genetic, etc.),
the results of which are based on variations of a relative parameter in
a nonselective, and consequently nonspecific, test?
The most predictive of the models of acute pain are undoubtedly the
formalin test (Dubuisson and Dennis, 1977
) and the Randall and Selitto
test (1957)
. A mathematical formula has even been proposed to devise
directions for use of an NSAI agent in humans using as its starting
point the ED50 value from the Randall and Selitto
test in the rat (Dubinsky et al., 1987
). On the other hand, the
tail-flick and hot plate tests are only predictive for substances that
are morphinomimetic in the strictest sense, with very few effects for
partial agonist compounds and none at all for mild antalgics from step
1 on the World Health Organization pain ladder (Taber, 1974
; Dewey and
Harris, 1975
; Chau, 1989
).
Here, there is a paradox that deserves a little thought. Certain tests,
which are not very predictive in terms of identifying analgesic
molecules, become useful when drawing up directions for the therapeutic
administration of substances in humans. This is the case with the
writhing test (Siegmund et al., 1957
; Taber et al., 1964
; Romer, 1980
;
Chau, 1989
) for which a mathematical formula was proposed to predict
directions for use in humans from the ED50 value
determined in the mouse (Pong et al., 1985
). There are no satisfactory
explanations for this inconsistency in the predictability of this
method
weak at identifying a substance as analgesic but strong at
predicting its therapeutic capacities once it has been identified as
being analgesic.
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XII. Perturbing Factors |
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A. Factors Linked to Pharmacokinetics
Pharmacokinetics can be very different in humans and different
species of animals for a variety of reasons, notably the
bioavailability, the tissue distribution, the metabolism, and the rate
of elimination. Even in a single species, it can be radically altered
by experimental manipulation. Thus, in the rat, section of the neuraxis
at a thoracic level (producing a spinal animal) does not modify the
plasma concentration of systemically administered morphine but reduces
its concentration in the brain and spinal cord to about one-third
(Advokat and Gulati, 1991
). This prompts the question of how one can
compare effects of morphine in intact and spinal animals (Irwin et al.,
1951
; Bonnycastle et al., 1953
; Sinclair et al., 1988
).
B. Interactions Between Stimuli
The simultaneous application of stimuli to several topographically
distinct parts of the body can introduce bias to a study by triggering
diffuse noxious inhibitory controls with supraspinal origins (Le Bars
et al., 1984
, 1989
). This applies particularly to the hot plate test
and to tests using electrical stimulation through a grid that
constitutes the floor of a cage. In both cases, the four paws and
perhaps the tail of the animal may be stimulated simultaneously.
The importance of this factor has undoubtedly been underestimated.
Indeed, some experimental situations can shed light on this potential
problem. It has been shown several times in the rat and the mouse that
intraperitoneal injections of irritant agents (the writhing test)
produce an increase in nociceptive thresholds in distant somatic
structures, e.g., the tail and the paws (Winter and Flataker, 1965a
;
Hitchens et al., 1967
; Komisaruk and Wallman, 1977
; Hayes et al., 1978
;
Kraus et al., 1981
; Chapman and Way, 1982
; Calvino et al., 1984
; Wright
and Lincoln, 1985
; Kraus and Le Bars, 1986
). Similarly, it can be shown
that the insertion of electrodes into the tail provokes a net decrease in abdominal cramps induced by an intraperitoneal injection of acetic
acid (Le Bars et al., 1984
). Injection of formalin into the forepaw
increases the threshold for vocalization evoked by mechanical pressure
on the hind paw (Calvino, 1990
). Finally, a burn on the back raises the
tail-flick threshold (Osgood et al., 1987
). These observations in
experimental animals reflect something that has been known in humans
since ancient times, namely that one pain can mask another (reviewed by
Le Bars et al., 1984
, 1989
). Because opioids interfere with these
phenomena (Kraus et al., 1981
; Kraus and Le Bars, 1986
), one must
consider the possibility that bias is occurring in tests that involve
stimulation of several parts of the body
as typified by the hot plate test.
C. Environmental Factors
The clinician knows by instinct and experience that pain, be it
acute or chronic, is multidimensional, and thus, any evaluation of pain
must be in a general context. In this way, anxiety is regarded as an
aggravating factor for clinical pain (Beecher, 1956b
; Sternbach, 1974
).
The same applies to experimental pain, including experimental pain in
animals. Furer and Hardy (1950)
described an increase in the reaction
to a painful stimulus in anxious subjects. It is not always easy to
reconcile such factors with the usual use of the classic tests
described above. For practical reasons, such tests are often made on
restrained animals and almost always on animals that are being
confronted with a new environment. One has to imagine the bland
environment in which generation after generation of laboratory animals
are raised and then realize what a shock it must be to one of these
animals when it is confronted with an experimental set-up. This shock
is expressed in measurable variations in physiological parameters such
as a lowering of the temperature of the rat's tail (Wright and
Katovich, 1996
).
It undoubtedly follows that the effects of morphine on the tail-flick
test are greatly facilitated by the restraint and/or the novelty of the
environment (Kelly and Franklin, 1984a
,b
; Appelbaum and Holtzman, 1986
;
Franklin and Kelly, 1986
; Calcagnetti and Holtzman, 1992
; d'Amore et
al., 1992
; Menendez et al., 1993
; Montagne-Clavel and Oliveras, 1996
; Sutton et al., 1997
) or by more severe forms of
stress (Sherman et al., 1981
, 1984
; Hyson et al., 1982
; Lewis et al.,
1982
; Rosellini et al., 1994
). Indeed, the facilitatory effect of
anxiety on the action of morphine on a pain threshold was identified a
long time ago in both humans and animals (Hill et al., 1954
;
Kornetsky,1954
).
Animals are very often placed individually in cylindrical containers
that have an orifice to allow the tail to stick out. The time given to
animals to habituate to these conditions before the experimental
protocol is started varies from one laboratory to another. This
confinement in a cylinder results in increases in core temperature and
the temperature of the tail. These effects are counteracted by morphine
in a dose-dependent fashion (Vidal et al., 1984
; Tjølsen and Hole,
1992
). These last effects probably result from the thermal environment
in which the animals are confined and thus are actually caused by
thermoregulatory mechanisms (see Section XII.E.1.). In this
respect, it should be recalled that the temperatures in animal houses
are very well controlled (at 19-21°C for rats and mice) under
penalty of not being approved by the veterinary services if they are
not. This is not always the case for the laboratories in which the
experiments themselves take place or, of course, for the containment
boxes that are usually used. To minimize the stress caused to the
animal by the procedures and not cause hyperthermia, some investigators
prefer to manipulate the animal gently with a cloth to orient its tail
toward the source of heat. When the two methods have been compared, it
has been noted that the reaction times are shorter with the first than with the second (Ramabadran et al., 1989
). Those most concerned with
minimizing stressful conditions manipulate the animal daily before
undertaking the actual test; this shortens the tail-flick reaction time
(Milne and Gamble, 1989
, 1990
). Others have studied the tail-flick in
the anesthetized rat (Fields et al., 1983
; Ness and Gebhart, 1986
). It
is not easy to compare results obtained under such different
experimental conditions.
Just for completeness, we also cite the potential influence of
circadian rhythms that, as with other biological functions, are likely
to interfere with measurements taken during various tests of
nociception (Morris and Lutsch, 1967
; Labrecque and Vanier, 1995
).
These considerations bear heavily at an experimental level even though
they are not specifically related to this field of research.
D. Related Psychophysiological and Psychological Factors
We all know that major analgesics have serious side effects. Among
these are some that give rise to subjective phenomena which in turn can
disturb the response that is being studied. Thus, in the context of
experimental pain in healthy human subjects, it is quite pointless to
compare the effects of morphine with those of a placebo since the
subjects will be able to distinguish these two substances without any
ambiguity. Smith and Beecher (1959)
gave a good description of these
phenomena, which are characterized above all by lethargy ("mental
inactivity") and confusion ("mental clouding") as well as by
somatic symptoms (dizziness, nausea, pruritus, migraine, heat flushes,
etc.). Although none of these subjective phenomena can be assessed in
animals, one cannot a priori reject the hypothesis that all or some of
them are produced by morphine (Watkins, 1989
) and, therefore, could
perturb the response being measured. This is all the more so true in
those cases in which cognitive functions are called on by a test. These thoughts concerning morphine, a substance that is well known in a
clinical context and is taken here as a reference, have to be considered in the light of the immense array of substances appraised by
pharmacologists, some of which have and some of which have not been
identified as psychoactive.
Learning can be extremely rapid. There is evidence of this from the
second presentation of the stimulus in the hot plate test (see
Section V.A.3. and Fig. 8), and it is also true in the
Randall and Selitto test (Taiwo et al., 1989
). In a test using heat,
the heating is progressive and results in thermoreceptors being
activated before nociceptors are recruited (Fig. 7D). Just as there is
this inevitable sequence of activation of thermoreceptors then
nociceptors, there is a sequence of a hot sensation then pain. The same
applies to tests using increasing pressures: there is a sequence of
activating mechanoreceptors and then nociceptors. Furthermore, exactly
the same is found when using an experimental paradigm with a
conditioning stimulus before a conditioned stimulus to study phenomena
related to the anticipation of pain (Vierck and Cooper, 1984
; Cooper
and Vierck, 1986a
).
This is particularly obvious when using Semmes-Weinstein fibers (also
called von Frey hairs) to test mechanical sensitivity. This method
consists of applying to the skin a fiber of a certain diameter which,
when made to bend, produces a constant pressure (Handwerker and Brune,
1987
). The use of a range of such fibers with increasing diameters
makes it possible to determine the threshold for evoking a response in
the animal (e.g., a flexion reflex). This test is rarely used in
healthy animals except when they are being used as controls. On the
other hand, it is a prized tool in models of chronic pain (Kim and
Chung, 1992
). Here we simply wish to emphasize that responses are
obtained with pressures that rapidly become a little elevated but
undoubtedly are non-noxious even in healthy animals (Möller et
al., 1998
). It is not a matter of doubting whether this pressure can be
lowered further after peripheral or central sensitization, but of
emphasizing that anticipatory or training phenomena are likely to blur
the response, which consequently cannot be interpreted other than in
terms of pain. This consideration cannot be ignored, and its importance
can be shown, for example, by the fact that morphine blocks various
responses conditioned by non-nociceptive stimuli (Fig.
26; Cook and Weidley, 1957
; Holtzman, 1976
) and interferes with the cognitive capacities of the animal (Schulze and Paul, 1991
).
|
The use of an electric bulb to deliver a thermal stimulus can produce
training phenomena whereby without the knowledge of the experimenter,
the animal associates the visual stimulus with the simultaneous
nociceptive stimulus. Thus, King and colleagues (1997)
showed that the
application of weak stimulus intensities, which lengthens the reaction
time of the tail-flick, increases the duration of the
"conditioning" visual stimulus. As a result, after several tests,
the animal responds more rapidly. If one chooses the parameters of
conditioning visual (or auditory or mechanical) stimuli judiciously,
the animal can respond even before the application of the thermal
stimulus (a "negative reaction time" by anticipation). These
effects disappear when the animal cannot see the source of light or
when it is "spinalized". Moreover, the effects are blocked by low
doses of morphine (1 mg/kg; i.p.), which are ineffective in this test
when the control reaction time is brief. It can be concluded that the
movement of the tail may result from a simple spinal reflex or
training, depending on whether the stimulus is short or long.
In principle, this possibility that learning phenomena will bias the results is always present. The presence of a control group in a series of experiments, although indispensable for other reasons, is not ipso facto a guarantee against this problem. For example, when the test consists of adding a sharp stimulus to an inflammatory lesion several times, the allodynia will be exaggerated by anticipatory responses from the animal. Obviously, this problem is even more crucial in models of chronic pain, in which the animal undergoes a learning process throughout the duration of the syndrome even when it is in its cage and is not being observed. This is shown by the fact that the animal rapidly acquires antalgesic behaviors and postures.
E. Related Physiological Functions
There is an almost insoluble problem. The strength as well as the weakness of scientific research resides in the way we reduce a problem to the simplest form in which it can be tested with the means at our disposal. This reductionist, but necessary, approach occurs in all areas of scientific research and sometimes excites historians of science. Interplay between the somesthetic and vegetative systems at anatomical and functional, peripheral, and central levels is such that it is sometimes difficult to decide what is a cause, what is a consequence, and what is simply a covariant. Once again, morphine, our reference substance, illustrates this point since it not only has multiple physiological effects, but these vary between species.
We know that morphine causes sedation, respiratory depression, and an increase in vagal tone in a comparable way in humans and certain species of animals, but it causes excitation and an increase in sympathetic tone in others (see Section IX.E.). It is as a direct result of these observations that the physiological functions likely to interfere with tests of nociception can be completely different from one species to another. In this respect, we emphasize similarities between humans and the rat but differences with the mouse.
Problems linked to intercurrent physiological functions are often
difficult to identify, analyze, and take into account. On several
occasions, we have commented on the possibilities of intercurrent vegetative reactions with the responses of animals to nociceptive tests. One can illustrate the magnitude of this problem by listing the
secondary effects of morphine in the dog
a "morphine-sensitive" species. All these effects are blocked by antagonists (Dewey, 1974
).
Some have hardly any influence on nociceptive tests (myosis, salivation, increased intestinal transit time), but it is very unlikely
that that is the case for others (sedation, ataxia, depression of
postural reflexes, respiratory depression, hypothermia, emesis, bradycardia, hypotension).
For example, hypercapnia increases the pain threshold in humans (Stokes
et al., 1948
) and the reaction time of the tail-flick in the rat
(Gamble and Milne, 1990
). Experimental protocols that involve
spontaneously breathing animals do not take this parameter into
account. When one knows that opioids are depressing breathing, one must
take account of the interference produced by that parameter when
interpreting the results. For example, in the awake rat, there is a
very significant correlation between respiratory depression and the
increase in tail-flick reaction time produced by morphine (Rauh and
Osterberg, 1966
).
1. Thermoregulation.
The possibility of interaction between
nociception and thermoregulation requires comment because it will never
be possible using the normal tests to be free of the physiological
consequences of thermoregulation, which are the basis of variations in
cutaneous temperature. In humans, for example, the hypothermia
associated with a decline in cutaneous temperature will provoke an
"artifactual" increase in the thermal nociceptive threshold (Hardy
et al., 1952
; Andrell, 1954
). Indeed, Winter and Flataker (1953)
showed
that, in the dog, a decrease in cutaneous temperature provoked by
hypothermia is sufficient to explain, at least in that species, the
morphine-induced increase in nociceptive threshold (see below). As a
consequence, it is necessary to put pharmacological results in the
physiological context of the test that is being used and consider that
a drug could alter heat transfer and, hence, afferent input.
|
receptors, respectively (Chen et al., 19952. Vasomotor Tone.
These considerations of vascular phenomena
in the tail also prompt us to take account of the vasomotor tone of the
whole animal. We have already mentioned that under normal conditions,
the temperature of the skin results from an equilibrium between heating
by means of the arteriovenous capillary bed and loss of heat through
the skin surface (Fig. 28Aa). During
vasoconstriction, blood flow through the arteriovenous capillary bed is
shunted and the skin temperature decreases, i.e., the "heater" is
turned down (Fig. 28Ab). During vasodilatation, the heater is turned up
and the skin temperature increases (Fig. 28Ac). This tone can vary
independently of phenomena related directly to thermoregulation and
nociception. For example it may vary due to pharmacological
manipulations, to environmental factors, and possibly to stress. A
vasoconstriction will result in an increase in the withdrawal reaction
time, whereas a vasodilatation will reduce it (Fig.
29). It is known that many stressful
factors can provoke an increase in the tail-withdrawal reaction time
(Akil et al., 1976
; Lewis et al., 1980
; Watkins and Mayer, 1982
; Amit and Galina, 1986
; Porro and Carli, 1988
; Bodnar, 1993
). This phenomenon is called "stress-induced analgesia", a term that is possibly abused, not only because the very notion blatantly contradicts the
daily practice of the clinician (Sternbach, 1974
), but also because the
phenomenon disappears and the opposite results may be found when tests
other than the tail-flick are administered (Kelly, 1982
; Vidal and
Jacob, 1986
; Huang and Shyu, 1987
; Kiyatkin, 1989
, 1990
; Illich et al.,
1995
; King et al., 1996
; Prentice et al., 1996
, 1999
). Furthermore, it
is prone to strong individual variability (Jørum, 1988
). The
vasoconstriction released by stress could well, at least in part,
explain increases in tail-flick reaction time obtained in some
stressful conditions.
|
|
3. Systemic Arterial Blood Pressure.
The relationships
between nociception and blood pressure have been described by several
authors (Randich and Maixner, 1984
; Zamir and Maixner, 1986
; Lovick,
1993
, 1997
). Above all else, it is important to emphasize the interplay
between certain systems that modulate transmission of nociceptive
signals and those that control blood pressure. Figure
30 summarizes this
situation, which has been discussed in some excellent reviews (Bandler
and Depaulis, 1991
; Carrive, 1991
; Lovick, 1993
, 1997
; Behbehani, 1995
;
Bandler and Keay, 1996
; Blessing, 1997
). The problem can be summarized schematically by identifying three great systems that interact together: the first two are based around the PAG and the third around
the nucleus of the solitary tract.
|
be it physical or in its vicinity). Such
stimulation activates descending controls arising particularly from the
nuclei raphe obscurus and magnus [the latter together with the
adjacent reticular formation constitute the rostroventral medulla
(RVM)]. These controls involve the rostroventrolateral medulla as much
as the RVM and are exerted simultaneously on the dorsal and ventral
horns and on sympathetic preganglionic neurons through axons that
travel in the dorsolateral funiculus.
It is known that the nucleus of the solitary tract plays a central role
in the regulation of blood pressure. Vagal stimulation causes
"pro-" or "anti-" nociceptive effects, depending on the mode
and parameters of stimulation. The tail-flick reaction time is reduced
at low intensities of stimulation producing a weak hypertension;
however, it is increased at higher intensities of stimulation where it
is accompanied by a decrease in blood pressure, bradycardia, and apnea.
The antinociceptive effects would be exerted via the RVM and locus
coeruleus, which themselves are the origins of serotoninergic and
adrenergic bulbospinal pathways (Randich and Maixner, 19844. Nociception and Homeostasis.
In any event, we encounter a
problem of the interface between pain and diverse functions such as
anxiety, the cardiovascular system, and, in a more general way, the
vegetative systems. However, our rather coarse methods for activating
nerve centers are unable to separate these. It is sometimes quite
difficult to come to a reasonable opinion about the real significance
of certain experiments. Indeed, almost all studies concerning
interactions between nociception and blood pressure are concerned only
with responses to thermal stimuli, very often the tail-flick.
Furthermore, a number of them were carried out on animals that were
more or less deeply anesthetized
an essential factor in this kind of
study. Thus, the hypertension produced by a noxious stimulus in the rat
is transformed into hypotension when the concentration of halothane
increases beyond the minimum alveolar concentration (Gibbs et al.,
1989
).
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XIII. Conclusion |
|---|
|
|
|---|
As we have discussed in this review of behavioral models of acute
pain in animals (Table 2), none is
entirely satisfactory. The first weakness lies in the stimuli used to
trigger a nociceptive reaction. In general, the mastering of these
stimuli has been mediocre. However, and undoubtedly more importantly,
even when the physical parameters of the external stimuli are well
controlled, that does not necessarily result in an equally well
controlled effective stimulus. What we mean by effective stimulus is
that the stimulus effectively activates the peripheral nociceptors
and this is dependent on the physiological state of the target tissues. We
have illustrated many different sources of variability
some might call
it plasticity
in the biological responses evoked by stimuli that are
"constant" in strictly physical terms, but that may be very
variable because of changes brought about in the immediate vicinity of
the nociceptors by concomitant physiological factors. The second great
weakness of these models lies in the nature of the dependent variable,
generally the threshold of a motor reaction. Most of the models do not
allow the study of stimulus-response relationships, although these are
really an essential element of sensory physiology. Furthermore, it is
often not the threshold itself that is measured but a response time to
a stimulus of increasing intensity. It should go without saying that
such a transformation is conceivable only if the intensity of the
stimulus increases linearly with time. This is the case for example,
with mechanical tests which use a regular weight attached to a lever or
thermal tests using Peltier elements that are so well regulated that
the temperature of the probe increases in a linear fashion. As it happens, the results of these tests are often expressed not as reaction
times, but in the form of a physical measure corresponding to the
threshold (force
itself proportional to the pressure
or temperature,
in the two quoted examples). It is curious, on the other hand, that in
tests using radiant heat and in particular the very popular tail-flick
test, it is not the temperature threshold that is measured but the
response time, even though with a constant source of radiation, the
temperature increases with the square root of time.
|
Finally, it turns out that nociceptive and vegetative systems have strong complex relationships as much at a central as at a peripheral level. These relationships can cause misinterpretations.
All these considerations invite prudence in the interpretation of
results obtained using animal models of acute pain. Thus, one might
wonder just how many different types of manipulation might increase the
tail-flick reaction time
each of these could be interpreted as
evidence for an antinociceptive system for controlling pain: "the
presence of so many pain control systems is in itself a puzzle"
(Lovick, 1993
). This is all the more strange given that this test, as
we have discussed, is not very sensitive to analgesics administered in
quantities that are therapeutic in humans and active in other tests on animals.
However, the usefulness of animal models of acute pain is not in doubt. Consequently, it is important to understand them better and to improve them. In this respect, it must be noted that the neural basis of the most often used tests is poorly understood. Furthermore, it is worth stressing that the considerations discussed in this review also relate to animal models of chronic pain insofar as the tests applied in these models are the same ones, or almost the same ones, as those we have described.
It is also important to consider the theoretical framework within
which these models fit. Without entering a debate that would be
necessarily long-winded, it does seems necessary to recall that pain is
definitely not the result of the functioning of a single, highly
isolated, individualized system. The pain system fits into a collection
of subsystems
sensory, motor, vegetative, emotional,
motivational
which by their very nature, the scientific, reductionist
approach cannot study in their entirety. As a consequence, a
result
whatever it might be
can be appreciated correctly only when it
is viewed in this overall context. It is only by accepting this
requirement that fundamental and clinical research can have a useful dialogue.
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Acknowledgments |
|---|
|
|
|---|
We thank Professor Arthur Duggan for critical reading of this manuscript and Professor Léon Plaghki for many fruitful discussions and suggestions during its preparation.
| |
Footnotes |
|---|
1 Address for correspondence: Daniel Le Bars, INSERM U-161, 2, rue d'Alésia 75014 Paris, France. E-mail: lebars{at}broca.inserm.fr
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Abbreviations |
|---|
IASP, International Association for the Study of Pain; NSAIDs, nonsteroidal anti-inflammatory drugs; RIII, nociceptive flexion; FRA, flexor reflex afferent; R, reaction time; Lb, biological latency; Lp, physical latency; Tt, true threshold; %MPE, percentage of the maximum possible effect; Co, cutoff time; PAG, periaqueductal gray; RVM, rostroventral medulla; Ta, apparent reaction threshold; Tat, apparent reaction threshold after treatment.
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