ORGANIZATION AND FUNCTION OF JAW MUSCLES Confluent Motor Behaviors A distinguishing feature of the jaw musculature is the number of completely different motor activities in which the same muscles may be involved at one time. For instance, we may talk while we are eating, stop to swallow some food, and simultaneously cease respiration for a moment; then we resume chewing, talking, breathing, and swallowing. In the absence of disease we carry out these actions smoothly, independently, and almost without a thought. Some oral motor behaviors are shown in Table I below: The suckling reflex in infants is completely necessary for survival, and is well developed at birth. This normally changes to the adult pattern, although failure to do so may result in a tongue-thrust pattern of swallowing (Straub, 1960). Mastication itself is a complex, coordinated series of movements, during which the food particles must be lubricated and reduced to an ingestible size. At the same time, solid foods are shaped into a bolus by stereotyped tongue movements, while the tongue itself is protected from the sharp cusps of the teeth. At the appropriate time the bolus is moved to the posterior pharynx, where the swallowing reflex is initiated. Table I. Types of oral motor behaviors Ingestion Infant suckling Drinking Mastication Preparation of food for swallowing Swallowing Biting Gripping with teeth Attack/defense Communication Speech Song Facial expressions Yawning Respiration Apnea during swallowing Sneeze, cough Earlier in our history, the teeth were no doubt necessary for combat and self-defense. Nowadays they continue to serve an important function of biting through hard objects such as apples and pizza crusts. In addition, the jaws and one arm are often used in synchrony, to tear a bite from a piece of food such as meat or a hard roll. While all this behavior is going on at the dinner table, we also talk with each other. Our teeth, lips and tongues are positioned in exactly the right way to produce the sounds of our language, while expired air vibrates the vocal cords. We may occasionally break into a song, where sustained tones and articulated sounds are combined in an esthetically pleasing way. The facial muscles may be used at the same time, to communicate happiness or sympathy, approval or disgust, without saying a word. We may also yawn at times, either to clear the eustacean tubes or to signal a lack of interest. The muscles of the face and jaw are also intimately involved with respiration. An irritant breathed into the nasopharynx may cause us to sneeze, or something in the throat may bring on a cough. During these events all speech, mastication and swallowing cease. Conversely, when we swallow, because the airway and food channels are crossed, breathing stops; this is the apnea of deglutition. In summary, all of the above oral motor functions are confluent and use many of the same muscles for different purposes at the same time. In this and the following chapters we shall examine some of the details of how this is accomplished. Kinesiology of the Head and Mandible The movements of mastication, such as opening and closing the jaw, and lateral and protrusive movements of the mandible, are carried out against the cranium, which itself is suspended on the vertebral column. This is diagrammed in Figure 1. The cranium is balanced like a see-saw, with neck and spinal muscles in back and the mandibular elevators and depressors in front. The jaw-closer muscles attach directly between the mandible and cranium. Openers, however, attach between the mandible and hyoid bone, and between the hyoid and the shoulder girdle. (Other anterior muscles also attach directly between the cranium and shoulder girdle, such as the sternocleidomastoids.) One result of this arrangement is that jaw reflexes can be shown to include coactivation or inhibition of neck muscles. When the jaw-opening reflex is stimulated by electrical shock to the lip or gingiva, for instance, the posterior neck muscles are excited at the same time (Sartucci et al, 1986), and anterior cervical muscles may be inhibited (Browne et al., 1989). These actions serve to maintain the head in an upright position. Since an important function of the elevator muscles (temporal and masseter) is to maintain the jaw in rest position against the force of gravity, the activity of these muscles is strongly dependent on posture (Lund et al., 1970). This is discussed further in Chapter 13. A feature of the temporomandibular joint which is unique in the body is that it is diarthroidal, or bicondylar. Both sides of the mandible work more or less together, unlike the peripheral limbs. The joint also has a sliding capacity, as each condyle can move backward and forward in the glenoid fossa. The mandible usually is held about in the midline, but can be rotated several degrees to either side. In that case the joint on one side acts as a fulcrum for rotation of the other side. The suspension of the cranium on the cervical spine and the possible movements of the mandible with respect to the cranium involve three different classes of levers, shown in Figures 3, 4 and 5. The first class lever is one in which the fulcrum is placed between the load and the applied force. The efficiency, defined as the ratio of load lifted to applied force, depends on the spacing of each from the fulcrum. In Figure 3, the weight, W, acts to make the head fall forward in the absence of muscle tone. The head does tend to fall forward when the body is in an upright position, and the postcervical muscles are considerably more powerful than the anterior ones. The second class lever is one where the load is placed between the fulcrum and the applied force. This type is highly efficient. As shown in Figure 4, the crushing force exerted by the elevator muscles in the molar and premolar regions results from the action of this type of lever, where the opposing temperomandiblar joint serves as the fulcrum. Since most chewing is unilateral, this type of lever undoubtedly functions to increase the masticatory forces in humans. In a third class lever the force is applied between the fulcrum and the load, as shown in Figure 5. This is the least efficient arrangement to produce lifting force, but also the fastest for a given rate of application of force. This lever system produces the incisive closing movements of the teeth; the masseter muscle provides the applied force and the temperomandibular joint on the same side is the fulcrum. While inefficient for biting, this type of lever may be indispensable for the rapid movements of speech. The lever systems of the mandible are also found in the extremities, but the terminology is different. The closer muscles flex the jaw, but they are the equivalent of limb extensors, because they resist the force of gravity. The openers act to extend the jaw, but are like the limb flexors; that is, they protect against harmful contacts or other noxious stimuli. A principal difference between the movements of the mandible and the extremities is that, approximately at the rest length of the closer muscles, all movement stops abruptly as the teeth come together. This "hard stop" has no counterpart in other joints of the body, and necessitates a protective reflex to prevent damage to the tooth surfaces. Moreover, when the teeth come together in occlusion no lateral or anterior-posterior movement is possible. This event is repeated hundreds of times a day as we swallow excess saliva from the oral cavity, and has profound effects on the development of the muscles and of the occlusion itself. The Muscles of Mastication The muscles which serve to move the mandible with respect to the rest of the head may be divided into four categories as indicated in Table II. The jaw closers consist of the masseter, temporalis and medial pterygoid muscles. It is by the combined action of the suprahyoids and infrahyoids (and the simultaneous inhibition of the closers) that the jaw is opened. As shown in Figure 1, the hyoid bone does not articulate with any other bone; it is moved with respect to the cranium only by the musculature. Lateral movements of the mandible are accomplished by alternate contraction of the lateral pterygoid muscles. Protrusion involves the simultaneous use of both lateral pterygoids. It can be seen in Table II that the main innervation of the masticatory muscles is from the trigeminal (V), facial (VII) and cervical spinal (CI-CIII) nerves. The fifth nerve innervates both openers and closers, and the seventh and cervical nerves only openers. Table II. Muscles of mastication and motor nerves Cranial Nerve Jaw Closers Masseter Temporal Medial pterygoid V V V Jaw Openers Suprahyoid Ant. digastric Post. digastric Mylohyoid Geniohyoid V VII V CI Infrahyoid Sternothyroid Sternohyoid Thyrohyoid Omohyoid CII, CIII CI-CIII CI CI-CIII Lateral Movements Lateral pterygoid (unilateral) V Protrusion Lateral pterygoid (bilateral) V Histochemistry of Muscle Fiber Types The peripheral limb muscles are specialized according to their functions: Muscles which typically exert low forces for long periods of time have a higher proportion of Type I fibers, as shown in Table III. Muscles which are used for continuous work at high intensity have more Type IIA fibers, and muscles which exert large forces in short bursts of activity have more Type IIB fibers. This system was proposed by Dubowitz (1960) and standardized by Brooke and Kaiser (1970). In the leg muscles, the slow fibers are typically used to resist gravity, in a continuous manner, while the fast IIB fibers in the arm muscles come into play while throwing a ball. The proportion of IIA fibers in limb muscles is increased by endurance training. Type I and Type IIA fibers are the most resistant to fatigue. Table III. Properties of different muscle fiber types Designation Myosin Mitochondria Capillary Speed ATPase density low high high slow high Type IIA high high high fast high Type IIB high low low fast low Type I circulation Fatigue resistance The myosin (or myofibrillar) ATPase is necessary for rapid contraction of the muscle fibers. Mitochondrial enzymes permit aerobic metabolism and increase resistance to fatigue. A high density of capillary microcirculation assists with aerobic metabolism and confers a red color to the muscle. By staining for myosin ATPase, it is possible to distinguish between Type I and Type II fibers and measure the diameters of the different fiber types, as shown in Figure 8. This shows the biceps muscle, in which Type I fibers (lightly-staining) make up about 37% and Type II (mostly IIB) (darkly-staining) about 63% (Brooke and Engle, 1960). Type I fibers have a diameter of about 64 m, and Type II about 72 m. In the masseter muscle, however (Fig. 9), the Type I fibers are about 40-50 m, and the Type IIB only 20 m. There are also some intermediate-staining fibers, which look like Type II but whose function is unclear (Rowlerson, 1990). Interestingly, the Type I fibers outnumber the Type II in this muscle (Eriksson and Thornell, 1983). This is probably related to the fact that, with the torso in an upright position, the masseter continually opposes the force of gravity. The typical jaw opener muscle, such as the digastric, shows a fiber composition almost indistinguishable from that of an arm or hand muscle (Eriksson et al., 1982). This may be correlated with the absence of contraction of the digastric except during depression of the mandible. We shall see further correlation of these fiber types with motoneuron sizes, and the roles of different muscles in jaw reflexes and mastication in the following chapters.