INTRODUCTION TO SENSORY SYSTEMS Oral Sensation and Perception In the first half of this course, we shall consider some of the sensory mechanisms of the orofacial region. The distinction of sensory from motor functions is somewhat arbitrary, as both usually occur in the same regions of the body at the same time, and often they involve common elements of the nervous system in reflex actions. However, it is a useful way to compare the different types of sensory systems, with respect to the embryological origins of the sensory endings, the specific mechanisms of transduction and the sensory pathways and central projections involved. Oral sensory function has been the subject of many studies in the past (Bosma, 1967, 1970, 1972, 1973; Dubner et al., 1978) and continues to be examined (Kawamura, 1983; Finger and Silver, 1987; Cagan, 1989). We shall discuss current research on several specialized oral sensory systems in the following chapters. How Many Senses? Aristotle taught that there are five senses - vision, hearing, smell and taste and touch. The fifth sense, touch, did not appear to later scientists to be unitary; it did not have an organ like an eye, ear, nose or mouth, and the skin contained more than one type of sensory ending. So Aristotle's "touch" was subdivided into submodalities such as pressure, warmth, cold and pain. These sensory endings are all designed to signal changes in the outside environment, hence they are known as exteroceptors. In addition, a little introspection convinces us of other types of "body senses." These include proprioception, telling us about the position of our limbs with respect to the body or of the body as a whole, and kinesthesia, or the sense of movement. Then there is deep pain sense, signaling distension or inflammation of musculoskeletal or visceral structures, and the more subtle awareness of hunger and thirst. Mostly unconscious signals about blood glucose concentration, oxygen level, or blood pressure are signaled by interoceptors, that detect changes occuring in the respiratory system, circulatory system, or viscera. When we pick up an object and turn it around in our hands to help identify it or determine some property of the object, we are using haptic perception (Gibson, 1967). This is an exploratory method where the organism acts on the object and the object acts on the organism: We squeeze, scratch or heft an object to see "what it feels like." Our fingers deform the object, if it is elastic, and are deformed by the object's weight. Some of the qualities that may be perceived by haptic exploration of an object are shape, edges, curves, points, texture, heaviness, and rigidity or elasticity. Organization of Sensory Systems A schematic drawing of a generalized sensory system is shown in Figure 1. It is somewhat simplified, but shows the main elements present in all sensory systems. A stimulus consisting of some form of energy impinges on a sensory ending, or receptor, and gives rise to action potentials in the associated neural pathway. The ending may respond to more than one form of energy, but that which excites at the lowest energy level (the natural stimulus) is called the adequate stimulus. The resulting action potentials reach the central projection area, usually including the thalamus and cortex, and evoke the appropriate motor responses. The sensory signals also often result in an introspective awareness, or sensation, produced by the application of the stimulus to the body. In a way, sensory systems perform the function of converting analog signals such as forces, temperatures or concentrations into digital sequences of nerve impulses. Action potentials in a single nerve fiber are all the same size; they are either there or not. What changes when a stimulus increases or decreases in intensity is the frequency of firing of action potentials, and the number of nerve fibers activated. When the digital information reaches the central nervous system, neurotransmitters are secreted in an analog fashion, the concentration corresponding to the frequency of action potentials in the nerve terminals. We can see how this is done by examining each of the steps outlined in Figure 1. Peripheral Sense Organs If one explodes the oval area in Figure 1 marked "Sensory Endings," the internal mechanisms of this portion of a sensory system may be shown as in Figure 2. The stimulus is applied at the top, and the resulting nerve impulses are conducted into the "Neural Pathway" of Figure 1. The first step in this process is transformation of the stimulus energy into a form suitable for exciting the sensory cell membrane. For instance, light is focused by the cornea and lens before reaching the retina, and sounds are converted from presure waves in air to fluid waves in the cochlea before exciting the hair cells in the basilar membrane. The transformed stimuli then directly excite the sensory cells. The process of transduction occurs next; the internal stimulus causes the opening of ionic channels in the sensory cell membrane, producing a receptor current which gives rise to a receptor potential. Through the encoding mechanism, this change in membrane potential is converted to an outgoing train of sensory action potentials. In some sensory systems, such as that for cutaneous sensation, the sensory cell itself is the first-order neuron, and has an axon which connects to the central nervous system. In this case the receptor potential is also called a generator potential, as it encodes the production of action potentials within the same cell. An example of a generator potential producing action potentials in a stretch-sensitive ending is shown in Figure 3. The membrane potential is negative at rest. Applying a stretch (first arrow) causes a depolarization of the cell membrane and the potential becomes less negative. When the potential passes the threshold value, shown by the dashed line, a few action potentials are produced. Further stretch (second arrow) increases the frequency of firing. Release of the stretch (third arrow), again increases the negative membrane potential below the threshold value, and the receptor stops firing. In other cases, such as vision, hearing, and taste, the receptor potential of the primary sensory cell is converted by synaptic transmission to membrane potential changes in a secondary or tertiary cell, where the signals are then encoded into trains of action potentials. In other words, the first-order neuron in the system may not be the sensory cell itself, but a cell that makes contact with it. In the sense of taste, the sensory cells are derived from endodermal precursors, while the first-order neurons connected to them arise from the neural crest. Sensory receptors of various types have the property of adaptation, or slowing of action potential frequency with a maintained stimulus. This can result either from a gradual change in the stimulus transformation process, such as a mechanical slippage of a touch-sensitive ending, or an electrical change in the sensory-cell membrane itself. Examples of adaptation are shown in Figure 5. The muscle spindle ending maintains its frequency of firing throughout a maintained stretch, as does the pressure receptor in the skin of the cat. A rapidly-adapting touch receptor or hair-follicle ending, however, stops firing soon after the onset of the stretch, and a single nerve fiber responds only once to a maintained electrical stimulus. Neural Pathways As mentioned above, the intensity of a stimulus applied to a sense organ is encoded as the frequency of action potentials in the associated sensory axons and the number of active axons. Typical mammalian sensory axons do not come in all sizes; they are grouped into classes, each with its own diameter and conduction velocity, as shown in Figure 6. The inset shows the fiber-diameter histogram obtained in a human sensory nerve when the axons were stained and measured under the microscope. Two groups of fibers are apparent, one with a mean diameter of about 3 m and the other about 12 m. When a section of this nerve was placed in a moist recording chamber and stimulated at one end, the signal shown in the main part of Fig. 5 was recorded a few cm away from the stimulating electrodes; this is known as the compound action potential, as it contains the activity of hundreds of individual axons. Here again, two peaks are seen in the action potential, one due to the rapidly-conducting group of axons and the other to the more slowly-conducting group. In a series of experiments, Erlanger and Gasser (1937) showed that the large-diameter fibers in nerves had the fastest conduction velocities, as well as the lowest threshold for electrical stimulation. Subsequently it has been shown that large-diameter fibers are also less susceptible to blockage by local anesthetics, which is why the sense of touch often remains after a dental nerve block, when the sense of pain has been eliminated. Sensory signals in cutaneous and oral pathways are not carried by single lines, as are telephonic or other communications. Instead, they are carried by semiliquid physicochemical systems, consisting of somewhat noisy axons and synapses. To insure reliability of these important sensory systems, mammalian organisms have used redundancy, or replication of each piece of the equipment hundreds or thousands of times (a natural strategy given the way the body develops from countless mitotic divisions). Thus, the signals reaching the central nervous system re really averages of the firings of these many axons. First-order sensory neurons entering the spinal cord synapse with cells in the dorsal horn, which send axons across the midline and rostral toward the thalamus. Most sensory neurons in the orofacial region relay in the nuclei indicated on the right side of Figure 7. The trigeminal nucleus extends from the medulla through the pons and into the midbrain. Orofacial trigeminal inputs relay on neurons which then cross to the other side of the brainstem and ascend toward the thalamus; these also make contacts with other interneurons and motoneurons. The nucleus of the tractus solitarius contains second-order sensory neurons for the facial, glossopharyngeal, and vagus nerves. These afferents are especially concerned with the sense of taste (Chapter 8) and the initiation of swallowing (Chapter 15). Central Projections The next relay station for sensory afferents is the thalamus. Here they make contact with third-order neurons which project to the sensory cortex. Cell bodies for neurons in the spinal system are located in the ventral posterolateral (VPL) nucleus of the thalamus, and those for the orofacial system are in the ventral posteromedial nucleus (VPM). The highest level of projection of sensory pathways is to the postcentral, or sensory cortex. The density of projection of sensory neurons from various regions of the body on the sensory cortex is shown in Figure 8. The amount of cortex representing each area of the body is indicated by the drawings of each region next to the cortex. This information may be gained by stimulating the surface of the body electrically and observing the amount of cortex excited (Marshall et al., 1941; Penfield and Rasmussen, 1950). Nowadays the technique of functional magnetic resonance imaging can be used to reveal the same distribution (Hayman, 1992; Orrison et al, 1995). From psychophysical experiments it is seen that the areas of skin with the greatest cortical representation are those that have the greatest sensitivity, as measured with calibrated hairs or two-point threshold testing. This sensitivity depends on the density of innervation of the particular area. The back, which is relatively insensitive to touch, has far less sensory axons per mm2 of surface than the lips or the tips of the fingers, which are much more sensitive to touch stimuli. Note that the head and face occupy about one-half of the external surface of the sensory cortex, and contain some of the most sensitive areas of epithelium in the body. Effects of cortical lesions About 90% of people are right-handed, and in these the left hemisphere of the brain controls speech and most intellectual function. In many left-handed people there is shared dominance, that is, both sides of the brain participate in intellectual functions. So with right-handed individuals, the loss of a major lobe (left side), from a cerebral hemorrhage or anoxia, leads to loss of communicative abilities. Thus, major-lobe lesions are hard to study. Minor-lobe events, however, do not block the ability to speak, so patients can tell you what they are thinking or feeling. Here is a story of a minor lobe lesion, or Left Hemiplegia, from the book by Oliver Sachs titled, The Man Who Mistook His Wife For A Hat, which consists of very unusual case histories of sensory and perceptual dysfunctions. This chapter is called, "The Man Who Fell out of Bed": When I was a medical student many years ago, one of the nurses called me in considerable perplexity, and gave me this singular story on the phone: that they had a new patient--a young man--just admitted that morning. He had seemed very nice, very normal, all day--indeed, until a few minutes before, when he awoke from a snooze. He then seemed excited and strange--not himself in the least. He had somehow contrived to fall out of bed, and was now sitting on the floor, carrying on and vociferating, and refusing to go back to bed. Could I come, please, and sort out what was happening? When I arrived I found the patient lying on the floor by his bed and staring at one leg. His expression contained anger, alarm, bewilderment and amusement--bewilderment most of all, with a hint of consternation. I asked him if he would go back to bed, or if he needed help, but he seemed upset by these suggestions and shook his head. I squatted down beside him, and took the history on the floor. He had come in, that morning, for some tests, he said. He had no complaints, but the neurologists, feeling that he had a `lazy' left leg--that was the very word they had used--thought he should come in. He had felt fine all day, and fallen asleep towards evening. When he woke up he felt fine, too, until he moved in the bed. Then he found, as he put it, `someone's leg' in the bed--a severed human leg, a horrible thing! He was stunned, at first, with amazement and disgust--he had never experienced, never imagined, such an incredible thing. He felt the leg gingerly. It seemed perfectly formed, but `peculiar' and cold. At this point he had a brainwave. He now realized what had happened: it was all a joke! ...It was New Year's Eve, and everyone was celebrating. Half the staff were drunk....Obviously one of the nurses with a macabre sense of humour had stolen into the Dissecting Room and nabbed a leg, and then slipped it under his bedclothes as a joke while he was still fast asleep. He was much relieved at this explanation; but feeling that a joke was a joke, and that this one was a bit much, he threw the damn thing out of the bed. But--and at this point his conversational manner deserted him, and he suddenly trembled and became ashen-pale--when he threw it out of bed, he somehow came after it, and now it was attached to him. `Look at it!' he cried, with revulsion on his face. `Have you ever seen such a creepy, horrible thing? I thought a cadaver was just dead. But this is uncanny! And somehow--it's ghastly--it seems stuck to me!' He seized it with both hands, with extraordinary violence, and tried to tear it off his body, and, failing, punched it in an excess of rage. `Easy!' I said. `Be calm! Take it easy! I wouldn't punch that leg like that.' `And why not?' he asked, irritably, belligerently. `Because it's your leg,' I answered. This is an example of loss of awareness of a hemiplegic limb, or "hemineglect," a minor-lobe lesion in a right-handed person. Measurement of Sensations The field of psychophysics has as one component the study of how sensations in the introspective world are related to stimuli in the outside environment. One may study different properties of these variables, such as the latency, duration, or magnitude. To describe the changes of sensation magnitude with stimulus intensity, an association is assumed between the stimulus S and the resulting sensation : Stimulus Sensation ____________________________________ S1 1 S2 2 . . . . Sn n These are two continua, where the variable changes with different values of S. (This relation is valid only for static conditions; usually depends on the rate of change of S as well as S.) An early quantitative expression used to relate these two variables was the Weber-Fechner relation, = K log S Fechner, in 1860, had expanded on Weber's earlier theory to produce this expression. It states that, as the stimulus intensity is increased, the sensation goes up, but at a slower rate. This expression is valid for some senses having a very wide dynamic range of signals, such as sound intensity, but fails to describe the variation of sensations in other systems such as temperature or judgment of weights. To encompass sensory systems that violated the Weber-Fechner theory, S. S. Stevens (1975) used the method of magnitude estimation. Subjects were asked to respond to varying intensities of stimuli such as loudness, brightness, length of lines, etc., by giving the investigator a number between certain limits (1-10 or 0-100, for instance), which they thought corresponded to the magnitude of their perceived sensations. In some cases the subjects were given a "standard" stimulus for comparison; they might be told that a certain sensation was a "10" before being asked to estimate the other sensations. Stevens soon discovered that, on average, groups of subjects gave reliable estimates of sensations that varied systematically with the stimulus intensities. The unifying relationship for all the sensory modalities studied was = K Sn This is known as the Power Law of sensations and stimuli. The exponent n is different for various modalities, for example, Modality n __________________________ Loudness .6 Brightness .3 Smell .5 Taste 1.3 Temperature 1.0 Vibration .95 Heaviness 1.45 Electric shock 3.5 When n is less than 1, the relationship may be described fairly well by the Fechner theory. When n equals 1 the sensation varies linearly with the stimulus; for values of n greater than 1 the sensation increases more rapidly than the stimulus; stronger stimuli produce much stronger sensations, etc. This is a more widely applicable relationship than Fechner's as it can describe the behavior of systems where the sensation increases more rapidly than the stimulus. By measuring a quantitative dependency such as this, one can distinguish normal from abnormal functioning in a sensory system, and study the effects of agents such as drugs that change the system's behavior. Sensory Illusions Illusions are usually viewed as errors of judgment or mistaken interpretations. However, they may tell us much about the normal functioning of sensory systems. The hatched-line illusions in Figure 8 are probably a result of the retinal circuitry; placement of the background hatching in Part A makes the lines appear to diverge, when they are actually parallel. The version in Part B makes the vertical lines appear to bow outward at the center, although they are parallel. In cases where a familiar black-on-white pattern is replaced with white-on-black, we must reorient our perceptions. Confusion about whether the black or the white image predominates can lead to oscillation from one perception to another. Mach bands are produced at the intersection of dark areas, due to increased off-center inhibition in the retinal circuitry. After-images may change colors, due to saturation of pigmented receptors in the retinal cones. Our perceptions of various changes in the external world are thus subject to modifying effects. These may include the physiological behavior of the sensory system itself, or our previous experience with sensations. We shall have more to say about how perceptions are altered, especially in connection with pain and taste.