Abstract
The optimal biomechanical function of the spine depends on hierarchical structures spanning the
whole joint to molecular scales. The vertebral endplates experience complex, location specific
loading from the intervertebral discs, and their biomechanical behaviour is governed by the
microarchitecture, mineralisation, and prestrain of their constituent bone and cartilage. Here we use
a combination of synchrotron X-ray tomography, digital volume correlation, and wide-angle X-ray
diffraction to investigate relationships between microstructure and mechanics, nanoscale mineral
structure, and molecular level prestrain in murine vertebral endplates. Our results show radial
variation in endplate structure and local mechanical strain, revealing tensile and shear strains as
potential drivers of the cartilage to bone transition. Bone contained narrower mineral crystallites
under greater compressive prestrain when compared to calcified cartilage. This multiscale structural
adaptation supports load resistance adjacent to the annulus fibrosus and elastic deformation below
the nucleus pulposus. Our findings reveal the multiscale mechanics of these mineralised tissues, and
the methods presented here have the potential to enhance our understanding of biomechanics in
health, disease, and aging.
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MAIN TEXT
Back pain affects 600 million people worldwide and is the leading cause of years lived with disability
(due to increase by 36 % by 2050) 1. Spine biomechanics plays a critical role in back pain related
pathologies such as intervertebral disc (IVD) degeneration2, osteoarthritis3, osteoporosis4, and
scoliosis5. There is therefore great interest in the biomechanics of the spine and its constituent parts,
including the IVDs and vertebral endplates (VEPs)6, which are highly complex across hierarchical
spatial scales (Fig. 1) and experience a large range of movements and mechanical loads in day-to-day
life.
The IVD, comprising of the collagenous annulus fibrosus (AF) and proteoglycan rich nucleus pulposus
(NP), deforms under loading, applying complex, location specific strains to the calcified VEPs (Fig.
1b). The VEPs support load transfer from the IVD to the vertebral body whilst allowing nutrient
transfer and are comprised of calcified cartilage and bone. These mineralised tissues have differing
Material
properties, with the elastic modulus of calcified cartilage an order of magnitude lower than
bone7; this greater bone stiffness persists even when mineral content is matched to calcified
cartilage levels8 , suggesting that inherent differences in non-mineralised components influences
their respective mechanical properties. The formation of different musculoskeletal tissues is thought
to be partly driven by the local mechanical environment9. Changes in mineralisation and mineralised
tissue structure are associated with multiple pathologies, including osteoarthritis 10,11 and IVD
calcification12 .
The murine VEP forms a calcified cartilage epiphysis with distinct secondary ossification centres,
separated from the adjacent vertebral bone by a cartilage growth plate13. Osteocytes in the bone
compartment are considered responsive to prevailing mechanical cues and influence the three-
dimensional structure of the VEPs 14,15. Chondrocytes in cartilage are also mechanosensitive, with
changes in their mechanical environment known to also lead to degeneration16. VEP injury and
degeneration disrupts the mechanical environment, driving IVD degeneration and back pain17,18,
whilst VEP maintenance in health relies on the formation of optimal structures for load absorption
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and transfer. An appreciation of how these structures attain their function requires investigation of
their biomechanics during the growth stage.
The mechanical function of VEPs is impacted by structures at different spatial scales. At the
macroscale, VEP thickness influences their response to load (Fig. 1b). At the microscale, mineralised
tissue architecture and tissue mineral density (TMD) dominate (Fig. 1c), with microstructure linked
to vertebral failure 19. At the nanoscale, mineralised collagen fibril structure (Fig. 1d-e) and prestrain
impact mechanical properties20,21. Prestrain - the inherent strain in a material in its undeformed
state - plays a vital mechanical role 2,22,23; its loss in the AF leads to IVD degeneration 2. Mineralised
tissue prestrain is thought to increase toughness and crack resistance24,25 , and is partly caused by
the contraction of collagen fibrils during the biomineralization process26,27. Mineral structure across
the VEPs remains unknown and we hypothesise that VEP mineralisation and mineral prestrain
enables optimal IVD mechanical function and is partly controlled by load induced strains.
Several techniques can be used to characterise biomechanics at individual spatial scales.
Nonetheless, there remains a need for hierarchical, multiscale imaging to bridge the gap between
the cell mechanical environment and whole joint biomechanics that can reveal the relationships
between mineralised tissue prestrain and whole joint level mechanics.
On the whole joint to microscale, synchrotron X-ray computed tomography (sCT) with digital volume
correlation (DVC) is a powerful tool for investigating the strain response of musculoskeletal tissues
28–32, and has been used to measure microscale strains in trabecular bone31,32. However, while DVC
has been applied to study internal IVD 33,34 and vertebral bone 35 strains, microscale strain patterns in
the VEPs have not been examined.
At the nanoscale, wide-angle X-ray diffraction (WAXD) can be used to quantify mineral prestrain20
and crystallite size36, and has been used to investigate fracture toughness in bone37 and dentin24, as
well as how mineral crystal structure changes with osteoarthritis10. Mineral crystallites make up 40-
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45% of the bone matrix volume, with the degree and nature of collagen mineralisation leading to
large changes in tissue mechanical properties21.
VEP and IVD physiology and pathophysiology thus involves a complex feedback system between
structure and mechanical forces across a range of length scales. However, only recently has the
technology become available to capture and study aspects of this system via cross-correlative
measurements across structural scales. Variation in mineral structure and prestrain across the VEPs
has not previously been measured, and the direct correlation between mineral properties and the
microarchitecture of mineralised tissues is difficult to observe.
Here we take inspiration from recent correlative studies using sCT and WAXD in other hard tissue
systems37,38, and the development of the Dual Imaging and Diffraction (DIAD) beamline39 of the
Diamond Light Source (DLS) synchrotron, to analyse the structure and biomechanics of murine VEPs
across spatial scales. We use synchrotron imaging modalities to investigate whole joint to molecular
scale structure and mechanics in intact murine IVDs under physiologically relevant loading. We
measure TMD, microarchitecture, and nano-precision local strains to evaluate structure-strain
relationships in whole VEPs. Micro-to-nanoscale (Fig. 1c-e) structure and prestrain were measured
by spatially correlated sCT and WAXD, to unveil relationships between microarchitecture, TMD,
mineral structure and prestrain. These studies yield novel insights in vertebral biology and
mineralised tissue biomechanics, underpinning the mechanobiology of IVD function and
pathophysiology.
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Figure 1 - Structural hierarchy in the murine vertebral endplates. Illustrations of a) the murine skeleton with IVDs
investigated in this study, from thoracic vertebra 10 (T10) to lumbar vertebra 6 (L6), shown in purple; b) the murine
intervertebral disc, with cranial vertebral endplate outlined in yellow; c) calcified tissue microstructure; d) a mineralised
collagen fibril; e) collagen fibres and mineral platelets
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sCT resolves microscale cell-matrix organisation and nano-precision strains by DVC
To achieve microscale resolution of cell-matrix organisation in whole IVDs under physiologically
relevant loading conditions, phase contrast sCT scans of 9 murine spine segments under uniaxial
compressive load were performed at beamline I13-2 at the DLS synchrotron (Fig. 2a,b). This built on
previous work 32,33,40,41 (Methods), optimising experimental parameters to improve image quality
whilst reducing scan time and minimising radiation dose. By imaging intact, fresh-frozen, hydrated
IVDs under axial compression, the normal function of IVD structures could be observed, whereby the
nucleus pulposus (NP) applies hydrostatic pressure in all directions, placing fibres in the AF into
tension and causing the endplates to bulge outwards42 (Fig 2c). Four sCT scans were conducted for
each sample; the first under an initial compressive pre-strain of 1 N and the following three under
cumulative displacements resulting in bulk IVD strains of 4 %, 8 % and 12 % compression (Fig. 2d). A
1.6 µm voxel size and 4.2 mm x 3.5 mm field of view (FOV) enabled the microstructures of hard and
soft tissues to be resolved across the entire IVD (Fig. 2g). This resolution of microscale features
allowed the accurate topographical quantification of bone and calcified cartilage microarchitecture
across the VEPs using commonly applied metrics (see Methods).
To obtain 3D strain fields across the VEP , sCT datasets were subjected to DVC analysis29,30, enabling
the measurement of nanoscale strains with an order of magnitude improvement in accuracy and
precision on previous DVC displacement measurements in whole murine joints 32. Displacements
were measured with an accuracy of 8.2 nm and precision of 6.6 nm, and subsequent Lagrangian
strains were calculated from the displacement field with an accuracy of 297 microstrain and
precision of 204 microstrain.
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Figure 2 - in situ sCT imaging of intact murine intervertebral discs enables visualisation of microscale structure and
mechanics across the IVD. a) Schematic of the Deben CT500 mechanical testing rig and custom-built open frame with X-ray
translucent carbon pillars to minimise imaging artefacts. b) Illustration of a cross-section of the sample environment, with
3D printed sample holder, Kapton tube, phosphate buffered saline (PBS), and cyanoacrylate glue labelled. c) Illustration of
the IVDs response to axial compression, showing hydrostatic pressure in the nucleus pulposus (NP), fibre tension in the
annulus fibrosus (AF), and bulging of the vertebral and cartilage endplates (VEP and CEP respectively) into the growth plate
(GP). d) Force and displacement readings during one loading experiment, with readings taken during scanning highlighted in
pink, scan 1 was taken 20 minutes after application of 1N preload, scan 2 after 4 % compression of the IVD, scan 3 after 8 %
compression of the IVD, scan 4 after 12 % compression of the IVD. e) Sagittal image slice through a sample under i) 1 N
preload, corresponding to scan 1 in d, and ii) 120 μm compression, corresponding to scan 4 in d, the direction of loading is
shown by the red arrow, scalebars represent 0.5 mm. f) 3D rendering of a whole IVD sample, with the NP rendered in
orange, AF in purple, VEPs in beige, and vertebral bone in grey. g) Greyscale images (with varying brightness and contrast
settings for visualisation) showing tissue microstructure resolved across all tissues of the IVD, scalebars represent 200 µm i)
proteoglycan (PG) matrix in the NP, ii) collagen fibre bundles in the AF, iii) chondrocyte lacunae in the hyaline cartilage
endplates, iv) osteocyte lacunae in bone.
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Thickening of the peripheral endplate regions enables optimal load transfer from the IVD
To evaluate regional variations in VEP calcified tissue architecture that may modify load transfer
from the IVD, sCT and DVC datasets for each endplate (n = 16) were subsampled into 10
standardised cubic subvolumes (side length 325 µm) for statistical analysis of structure and strain
(Fig. 3a). Repeated measures correlation43 was used to test for relationships between radial location
and microarchitecture, TMD, and local mechanical strain (Fig. 3b). This revealed a decrease in strain
with distance from the endplate centre. Central endplate regions across the 16 endplates (Fig. ai
region 1) had a mean compressive (3rd principal) strain of 2,104 ± 632 microstrain, mean tensile (1st
principal) strain of 1,728 ± 728 microstrain, and mean maximum shear strain of 1,916 ± 619
microstrain. Outer endplate regions (Fig. ai regions 4,7,10) had a mean compressive (3rd principal)
strain of 1,316 ± 495 microstrain, mean tensile (1st principal) strain of 1,367 ± 660 microstrain, and
mean maximum shear strain of 1,342 ± 498 microstrain. On average, compressive strain in central
endplate regions was 788 ± 545 microstrain higher than the outer endplate regions, maximum shear
strain was 574 ± 392 microstrain higher, and tensile strain 360 ± 328 microstrain higher after stress
relaxation. This increase in local endplate strain below the NP agrees with previous theories that the
central endplate region experiences higher strains in vivo 42,44.
Mineralised tissue volume fraction (MV/TV) increased with distance from the endplate centre,
corresponding to an increase in thickness of the endplate towards the periphery. The degree of
anisotropy was greater towards the outer endplate, potentially due to the highly directional forces
applied by the AF. Connectivity to mineralised tissue volume ratio (Con/MV) decreased and
septal/trabecular thickness (ST.Th) increased towards the peripheral endplate, indicating a transition
from calcified cartilage to bone, which can be distinguished by their resident cellular components
visible in our sCT images. In bone, osteocytes reside in lacunae approximately 5 µm in diameter, in
agreement with literature45, which reside in trabeculae 30 – 120 µm in thickness (Fig. 3c). Calcified
cartilage contains hypertrophic chondrocytes 20 – 50 µm in size embedded in mineralised lacunae46,
creating a highly porous structure with mineralised cartilage septa 8 – 30 µm in thickness (Fig. 3c).
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Figure 3 - Thickening of the peripheral endplate regions enables optimal load transfer from the IVD. ai) 3D renderings of
z-directional strain in a L2-3 cranial endplate. Regions used for statistical analysis are shown in dashed boxes, with scalebars
representing ~100 µm; 1 = centre, 2 = anterior inner, 3 = anterior middle, 4 = anterior outer, 5 = lateral inner, 6 = lateral
middle, 7 = lateral outer, 8 = posterior inner, 9 = posterior middle, 10 = posterior outer. aii) Greyscale image with z-
directional strain colourwash showing a slice through the orange dashed line on the 3D rendering in i. b) Heatmap of
repeated measures correlation coefficient (Rrm) values for mean compressive strain (Comp.), mean maximum shear strain
(Shear), connectivity to bone volume ratio (Conn/MV), mean tensile strain (Tension), mean tissue mineral density (TMD),
mean septal/trabecular thickness (ST.Th), degree of anisotropy (DA), and mineralised tissue volume fraction (MV/TV), versus
distance from the centre of the endplate (distance defined categorically as centre, inner, middle, or outer); downwards
arrows represent a negative and upwards arrows a positive correlation; * represents statistical significance at the 5 % level
after Holm-Bonferroni correction (see SI for full statistical analysis); c) greyscale cross-section through a VEP showing the
microstructures of cartilage and bone, The bone compartment is outlined in yellow and identified by the presence of
osteocyte lacunae, whereas the calcified cartilage contains chondrocyte lacunae.
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Spatial mapping of VEP structure to load-induced strain reveals tension and shear as potential
drivers of the cartilage to bone transition
To interrogate relationships between microarchitecture, TMD, and local mechanical strain, repeated
measures correlation43 was used to test for links between the mean values for 160 endplate regions
across 8 spine segments (Fig. 4a). The generation and quantification of local strain induced by
physiologically relevant whole joint loading enables an examination of how the structure of a region
contributes to its ability to resist load, and also how the local strains in a region impact the formation
of mineralised tissues.
Negative correlations were seen between TMD and local mechanical strain, agreeing with previous
studies showing increased stiffness with higher mineralisation47. Local mechanical compressive and
shear strains negatively correlated with MV/TV, and ST.Th showed positive correlations with local
tensile and shear strain.
These correlations reveal two predominant structural types in high strain regions. First, a low TMD
calcified cartilage region (identified by the presence of chondrocyte lacunae, Fig. 4biv) with low
MV/TV and thin septa found in the central and inner endplate regions adjacent to the NP , which we
speculate experiences elastic deformation under loading, leading to high local strains. The second
type of high strain region contains trabeculae, high MV/TV, and low Con/MV, indicating that these
regions have undergone endochondral ossification to form bone (confirmed by the presence of
osteocyte lacunae, Fig. 4biii). Known material properties of bone and calcified cartilage suggest that
bony regions should be better at resisting load 7,8. The high strains measured in these regions
therefore implies that the formation of these stronger structures is driven by high tensile and shear
strains in vivo. These regions are mostly found in the anterior cranial endplate, and the observation
of greater bone volume in this region agrees with computational studies of bone remodelling in
human VEPs15. These findings provide evidence for long-standing theories that endochondral
ossification is inhibited by hydrostatic compressive strain and promoted by octahedral shear strain9.
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Figure 4 - Endplate structure spatially mapped to load-induced strain reveals tension and shear as potential drivers of the
cartilage to bone transition. a) Heatmap of repeated measures correlation coefficient values for tissue mineral density
(TMD), mineralised tissue volume fraction (MV/TV), connectivity to mineralised tissue volume ratio (Con/MV), degree of
anisotropy (DA), and mean septal/trabecular thickness (ST.Th) versus tensile strain (Tension), compressive strain
(Compression), and maximum shear strain (Shear); * represents statistical significance at the 5 % level after Holm-
Bonferroni correction; b) Greyscale image slices, c) tensile strain fields, and d) radar plots of relative strains and structural
parameters between 4 regions of a lumbar 4-5 sample: i) the caudal anterior outer, ii) the caudal lateral middle, iii) the
cranial anterior outer, and iv) the cranial posterior inner region. Scale bars represent 50 µm.
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Correlative imaging and diffraction enables colocalisation of endplate microarchitecture with
nanoscale mineral crystal properties
The character of mineralisation in collagenous tissues is known to influence nanoscale-to-whole joint
mechanical properties; however, how the mechanical relationships between nanoscale structure of
the mineral phase and its interactions with the organic matrix components determines whole joint
function remains unknown. Location and structure of the mineralised crystallites within the
collagenous network10,20,36,48–53 will play a crucial role in this local mechanical equilibrium, and we
hypothesise that this differs between calcified cartilage and bone because of inherent differences in
their organic components. Because mineral particles are elastic and much stiffer than the organic
phase (mineral Youngs Modulus ~100 GPa vs ~1 - 2 GPa for collagen), the stress on the mineral is
proportional to the change in lattice spacing (d-period)20. Relative changes in d-period in are
proportional to the mineral prestrain state and are larger in regions of tensile stress and smaller in
regions of compressive stress. Hence, by measuring relative changes in d-period and crystallite
structure across the osteochondral junction in the VEP, we will uncover local nanoscale mechanics.
To enable colocalization of microarchitecture in VEP calcified cartilage and bone compartments with
these nanoscale mineral crystal properties, consecutive, spatially correlated sCT and WAXD raster
scans (Fig. 5a-c) of partial IVDs was performed at the DIAD beamline, DLS 39 (Methods).
Physiologically relevant conditions were applied to fresh-frozen quarter IVD segments, with sample
hydration and AF native tensile collagen prestrain maintained. Axial and transverse d-periods were
derived from the positions of the (002) and (310) peaks respectively (Fig. 5d,e), and mineral
crystallite length and width were calculated from the corresponding peak widths52 (Fig. 5f-g,
Methods). Crystallite dimensions were typically between 11.4 ± 1.7 nm (length) and 1.23 ± 0.13 nm
(width), consistent with prior results in young, mineralised tissues50,54.
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Figure 5 - Correlative imaging and diffraction set-up enables colocalization of endplate microarchitecture with nanoscale
HAP crystal properties. a) Map of hydroxyapatite (002) lattice spacing on an X-ray projection of a quarter IVD sample held
under tension. b) WAXD intensity pattern from the location highlighted in a), only ~2/3 of the full diffraction rings are visible
due to the need to place the WAXD detector off-centre to allow for placement of the imaging camera for sCT (Methods); c)
sCT image of the endplate showing the location of the diffraction beam path that produced the WAXD pattern in b), the
location of the reconstructed slice is shown as the dashed blue line on the projection in a); d) WAXD pattern in b) integrated
over q; e) illustration of a HAP platelet surrounded by collagen, with c and a-b axes labelled; f) HAP (002) peak plotted in d-
space, with d-period and width labelled; g) 3D rendering of calcified tissue structure (grey) and diffraction beam paths
(purple) for one region used for microstructural evaluation and statistical analysis.
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Bone is under greater compressive prestrain and contains narrower crystallites compared to
calcified cartilage
New insights into relationships between microscale VEP mineralised tissue architecture and
nanoscale crystalline structure/ prestrain were therefore examined by analysing mean values of
regions of interest comprising nine WAXD beam paths (Fig. 5g); a total of 194 regions were taken
across 8 quarter IVD samples for statistical analysis (Fig. 6a, Methods). This analysis showed that
both (002) and (310) prestrain (d-period) in the mineral was higher (more tensile) in regions with
greater mineralisation density/ TMD. This aligns with the concept of load sharing between mineral
and collagen, and axial fibrillar contraction 53, which we propose leads to greater compressive load
on the mineral in regions of lower TMD.
Axial mineral d-period was lower in regions where structural organisation indicates the presence of
bone (high MV/TV and ST.Th, low Con/MV, osteocytes present), indicating a greater compressive
prestrain in regions that have undergone endochondral ossification (such as the regions shown in Fig.
5bi and iii), and that calcified cartilage is under tensile prestrain relative to bone. This supports the
intriguing possibility that the local mechanical equilibrium of the mineral crystallites is functionally
distinct between calcified cartilage and bone, possibly due to differences in organic composition.
Mineral crystallite length and width increased with TMD, confirming that more mature mineral has
larger crystallites. Crystallite width decreased with ST.Th and increased with Con/MV. This indicates
that regions containing bone have narrower crystallites than regions containing calcified cartilage.
Positive correlations were seen between (002) d-period and crystallite length (p < 0.001), and (002)
d-period and crystallite width (p < 0.001), implying that longer, wider crystallites are formed when
placed under tensile strain along the fibrillar axis, potentially due to greater alignment of gap-overlap
channels in the fibril under greater tensile strain.
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Figure 6 - Spatial correlation of sCT and WAXD reveals differences in crystal structure and prestrain between calcified
cartilage and bone. a) Repeated measures correlation coefficient matrix for mean septal/trabecular thickness (ST.Th),
mineralised tissue volume fraction (MV/TV), connectivity to mineralised tissue volume ratio (Con/MV), and tissue mineral
density (TMD) versus mineral (002) lattice spacing ((002) d-period), mineral crystallite length (Length), mineral (310) lattice
spacing (310 d-period), and mineral crystallite width (Width); * represents statistical significance at the 5 % level after
Holm-Bonferroni correction. b) Greyscale cross-sections from four VEP regions used for statistical analysis from one sample
showing microscale structural variation in the VEP, i) contains a mixture of calcified cartilage and bone, ii) contains sparse
calcified cartilage, iii) consists of mostly bone, and iv) contains calcified cartilage, scalebars represent 100 µm. c) Radar
charts displaying the relative values of WAXD and sCT based measurements from the four regions shown in b (data used to
generate plots given in Supplementary Information).
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Discussion
This study represents a step-change advance in our understanding of the multiscale origins of whole
joint biomechanical function, with major implications for the investigation of ageing and
degenerative joint diseases such as IVD degeneration and osteoarthritis. The combined analysis of
load-induced tissue strains using DVC and molecular-scale mineral prestrain using WAXD, has
revealed the important role of mineral prestrain in forming the complex biomechanical pattern
underpinning whole VEP joint level mechanics (Fig. 7).
DVC found higher load induced tensile and shear strains in regions containing bone (Fig. 4biii, 7),
revealing that local mechanical strain may play a driving role in the cartilage to bone transition,
providing crucial evidence for the theory that hydrostatic compression inhibits endochondral
ossification9. The microscale resolution and nanoscale precision of DVC achieved in this study
enables analysis of the local cellular mechanical environment under whole-joint loading,
demonstrating the potential of DVC as a tool to bridge the gap between cell mechanobiology and
whole joint biomechanics.
WAXD analysis provided nanoscale information on the structure and prestrain state of the mineral
component of the extracellular matrix. Regions containing bone (Fig. 6biii, 7) showed greater
mineral compressive prestrain which, we hypothesise, both increases VEP toughness in these
regions due to mineral compaction, enabling them to resist compression with minimal deformation,
and allows for greater levels of tensile strain to be engendered before failure.
In contrast, VEP regions adjacent to the NP (Fig. 4biv) were shown to experience the highest tissue-
level compressive strain, agreeing with theories that the endplates bulge under hydrostatic pressure
from the NP42,44. Our WAXD analysis and quantification of mineralised tissue architectural features
in these regions suggest that the mineral is under tensile prestrain relative to the bone regions
mentioned previously, which may provide VEP calcified cartilage with a greater level of elastic
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compressibility under loading, enabling central endplate bulging to help prevent NP over-
pressurisation which would otherwise lead to herniation44.
This variation in mineral prestrain in calcified cartilage and bone has an interesting correlation with
similar findings of higher collagen fibril prestrains (at one step higher in the hierarchical structuring)
in calcified cartilage than subchondral bone, measured from small-angle X-ray scattering (SAXS)
across bovine metacarpophalangeal joints23. These fibrillar differences were interpreted as an
adaptation in cartilage allowing for elastic deformation under compression – deforming from an
initial relative tensile state to an effective zero load state when compressed. Here, the origin of the
lowered mineral prestrain in bone could be explained if the collagen fibril-mineral interface is tighter
than in calcified cartilage, leading to greater compressive stress exerted on the mineral platelets by
the surrounding collagen (possibly due to a more organised mineral-collagen interrelationship). It
has been shown that intrafibrillar mineralisation generates collagen fibrillar contraction, but
extrafibrillar mineralisation does not26 ; in the context of our results, this would imply that bone has
more intrafibrillar mineralisation whereas cartilage mineralisation is more extrafibrillar. In this
regard, these prestrain differences could also be related to the differing proteoglycan content of
bone and cartilage11,55,56. Aggrecan, the large aggregating proteoglycan, in cartilage is known to
generate a swelling pressure within the tissue, placing collagen fibres under pre-tension, and some
remnants of this tensile prestrain may remain in the tissue after mineralisation, resulting in a tensile
mineral prestrain in calcified cartilage relative to bone. Here, we have demonstrated using sCT and
DVC how these variations in prestrain can be related to whole joint mechanics, furthering the
hypothesis that - at the molecular level - relative tensile prestrain in the stiff constituents of the
calcified cartilage extracellular matrix enables elastic deformation under macroscale compressive
load, whilst compressive prestrain in bone confers resistance to complex loading environments
involving tension and shear.
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We also observe that regions containing bone have narrower mineral crystallites than calcified
cartilage regions (Fig. 7), suggesting differences in mineralisation between these two tissue types.
Calcified cartilage contains more extrafibrillar space than bone54 and contains mostly type II collagen
rather than majority type I23 which may exert a role in the formation of bone apatite51. We speculate
that the crystallites in mineralised cartilage may be wider due to their extrafibrillar, as opposed to
intrafibrillar, bone-like mineralisation50,57. Osteoblasts in bone and chondrocytes in cartilage have
different directional preferences for the initiation of mineralisation by matrix vesicle secretion58, and
we hypothesise that this may also play a role in the differences in crystallite shape observed in this
study. Studies have shown that crystallites with larger aspect ratios increase the stiffness, strength,
and toughness of mineralised tissues59,60, and the wider mineral crystallites in calcified cartilage
would have a lower aspect ratio. The variation in prestrain and crystallite shape seen here may
explain why bone is stiffer and harder than calcified cartilage even when their mineral content is
similar8, and supports the notion that calcified cartilage acts as an important transition layer in
diarthrodial joints, reducing the strains generated at hard-soft tissue boundaries7,23,54.
Conclusions
Combined sCT, DVC, and WAXD analyses have enabled whole-joint to nanoscale structural
quantification of murine VEPs, showing significant radial variation, transitioning from a thin layer of
calcified cartilage centrally adjacent to the NP to thicker peripheral bone structures close to the AF
(Fig. 7). Nano-precision DVC enabled quantification of the biomechanics, revealing the presence of
higher load-induced strains in the central VEPs adjacent to the NP, which aligns with previous
findings42,44. Regions containing bone had higher loading-related tissue level tensile and shear
strains, potentially demonstrating the instructive role of mechanical loading in the cartilage to bone
transition, with complex loading environments involving tension and shear leading to bone
formation, and hydrostatic compressive environments remaining as cartilage. Correlative sCT and
WAXD exposed differences in mineral prestrain in bone and calcified cartilage, with calcified
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cartilage under tensile prestrain relative to the compressive prestrain of bone regions (Fig. 7).
Regions containing bone had narrower crystallites compared to calcified cartilage, which likely
indicates that cartilage undergoes more extrafibrillar mineralisation. Mineral crystallites were both
longer and wider when under relative tensile prestrain. Linking these nanoscale results back to the
structure and function of the VEPs, we hypothesise that compressive prestrain and a higher
crystallite aspect ratio in the mineral around the peripheral VEPs aids in resisting complex loading
from the AF, whereas tensile prestrain and a low crystallite aspect ratio in the calcified cartilage
below the NP enables its elastic deformation under hydrostatic compression and prevents NP over-
pressurisation.
Our data demonstrate the potential of in situ multimodal X-ray probing for multiscale biomechanics
and mechanobiology. Each modality offers a unique complementary dataset, allowing a holistic
approach to interpreting biomechanics from the whole joint to molecular scales. These techniques
have the potential to unravel the biomechanical underpinnings of biomineralization, growth, aging,
and the effects of pathologies known to affect mineralised tissue structure, including osteoarthritis
and osteoporosis.
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Figure 7 - Summary of the differences in loading environment, structure, and prestrain between the central and
peripheral vertebral endplates. At the whole joint scale, the peripheral endplate resists complex loading from the annulus
fibrosus (AF); at the microscale the peripheral endplate has high anisotropy, thick trabeculae, high MV/TV (mineralised
tissue volume fraction), and experiences high tensile and shear strains; at the nanoscale the peripheral endplate contains
narrow mineral crystallites which are under relative compressive prestrain. The central endplate deforms under hydrostatic
compressive loading from the nucleus pulposus (NP); at the microscale the central endplate has low MV/TV, thin septa, high
Con/MV (connectivity to mineralised tissue volume), and experiences high compressive strains; at the nanoscale the central
endplate contains wide mineral crystallites which are under relative tensile prestrain.
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Methods
Animals and sample preparation
Male 8-week-old Sprague Dawley rats kept in controlled conditions (12:12 hour light:dark cycles, 22
°C and ad libitum access to food and water) at the University of Manchester Biomedical Sciences
Facility with all tissue collection procedures performed in accordance with the UK Animals (Scientific
Procedures) Act 1986, local regulations set by the UK Home Office with institutional approval
obtained from the University of Manchester Animal Welfare and Ethics Review Board. Whole spines
were dissected and snap frozen in liquid nitrogen prior to storage at -80˚C. Within 24 hours of in situ
mechanical testing, samples were thawed at room temperature before further dissection.
For in situ sCT of whole IVD, individual spinal units (from vertebral levels thoracic 9 to lumbar 6)
consisting of an IVD with half vertebrae either side and posterior elements removed. Removal of
posterior elements was required to enable visualisation and isolation of the IVD. Dissections were
performed using a high precision diamond cutting blade (Accumtom-50; Struers, UK). Sample
damage was minimised during dissection through the use of water cooling, a slow feed speed (0.05
mm/s) and 1800 rpm. Spinal level was recorded in terms of vertebral number either side of the IVD
for each sample (Sup. Table 4).
For correlative imaging and diffraction experiments, spinal units from spinal levels lumbar 3 to
lumbar 6 were further dissected into quarters along the spinal axis, resulting in partial vertebra-
annulus-vertebra samples (Sup. Table 5). This was done to ensure samples fit within the smaller
imaging field of view at the DIAD beamline (1.38 x 1.16 mm).
In situ mechanical testing
Samples were mounted in a Deben CT500 (Deben, UK) rig containing a 100 N loadcell and custom-
built open frame design consisting of an aluminium alloy base cover and two carbon fibre pillars
bridged by an aluminium alloy crossbar. The open frame design gave easy access to the samples
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during alignment and rehydration and reduced the amount of material in the path of the diffraction
beam for dual imaging and diffraction experiments. Custom 3D printed (Acrylonitrile Butadiene
Styrene, ABS) sample holders were used for sample mounting.
For in situ sCT of whole IVDs, spinal units were fixed to the bottom 3D printed compression platen
using superglue (Vetbond, 3M) and left free at the top. Samples were placed inside polyimide tubing
(diameter 6mm, wall thickness 75 µm) filled with phosphate buffered saline (PBS) to maintain
sample hydration during scanning. Samples were held under cumulative axial compression, applied
in the z-direction from beneath the bottom sample holder during imaging. A 1 N compressive
preload was first applied, corresponding to approximately 40 % the animals body weight (260 ± 33 g),
designed to prevent over swelling of the nucleus pulposus. The first sCT image was taken 20 minutes
after application of the preload to allow for stress relaxation and reduce motion artefacts acquired
during scanning. Three further images were taken after applying successive 40 μm displacement
steps. 40 μm is equivalent to approximately 4 % the height of a lumbar IVD, therefore successive
images were taken at 1 N preload, 4 %, 8 %, and 12 % applied strain respectively. All loads and
displacements were applied at a slow rate of 0.1 mm/minute to reduce the amount of stress
relaxation after loading.
For correlative imaging and diffraction experiments, partial vertebra-annulus-vertebra samples were
fixed at both ends to 3D printed sample holders using superglue (Vetbond, 3M). Samples were
placed inside polyimide tubing (diameter 4mm, wall thickness 76 µm) filled with PBS to maintain
sample hydration during scanning. A 2.5 N tensile preload was applied before scanning to place
annulus fibres into tension and prevent sample motion during scanning. sCT scanning was performed
after 30 minutes stress relaxation, followed by WAXD scans.
Phase contrast enhanced sCT imaging of whole IVD
sCT of whole IVDs was performed at the Diamond-Manchester Imaging Branchline I13-2 61 at
Diamond Light Source, UK using a pink beam with mean energy 27.6 keV. Low energy X-rays were
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removed using filters (Pyr. Graphite 0.28 mm + 1.06 mm, Al 3.2 mm, Fe 0.14 mm) to reduce radiation
dose to the samples. Imaging setup (Sup. Fig. 9) was based on previous experiments 41, with the main
changes being a more efficient scintillator, 500 μm LuAG SO14, and larger propagation distance of 0.5
m, allowing shorter exposure times to be used. 1800 projections with 0.1 s exposure time were taken
per image volume using fly scanning, resulting in a scan time of 3 minutes and an applied X-ray dose
of 29 kG, an 85 % reduction in dose compared to previous experiments 40, see supplementary
Methods
for calculation. Images had a 1.6 µm voxel size and 4.2 mm x 3.5 mm field of view. Limited
angle tomography artefacts resulting from the open frame mechanical testing rig were avoided
through the use of carbon fibre pillars which were designed to be X-ray transparent, allowing
collection of usable tomographic projections at all angles. One pillar covering the field of view results
in a 22 % loss of intensity at the detector, and the pillars appear in 19 % of the collected projections
(Sup. Fig. 2).
Tomographic datasets were reconstructed using the open-source pipeline Savu62. Firstly, projections
were pre-processed using flat and dark field correction and lens distortion correction 63, followed by
ring artefact removal 64. Datasets were then reconstructed using the filtered back projection
algorithm 65 with Paganin phase retrieval 66 (δ/β value of 100) formatted in 16-bit tif stacks. An
unsharp mask (radius = 2.5 pixels and weight = 0.9) was applied to the reconstructed datasets using
ImageJ67 to reduce blurring associated with applying a Paganin filter.
Point cloud generation for DVC
The DVC point cloud specifies the location of the centre of each subvolume used for tracking. Point
clouds for the vertebral endplates were created using interactive thresholding and meshing in Avizo
2022.2 (Thermo Fisher Scientific, Waltham, Massachusetts, U.S.). Here, the vertebral endplates are
defined as the epiphysis between the vertebra and the IVD. A tetrahedral grid of the mineralised
endplate microstructure was created with a minimum distance between nodes of 4.5 voxels (7.3
µm), and the positions of the nodes used to define the point cloud. This resulted in highly dense
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point clouds containing ~1 million points per-endplate, resulting in a subvolume overlap of up to 80
%.
Digital Volume Correlation
DVC was performed using the local approach with flexible point cloud specification29,30. Source code
was supported by CCPi (Collaborative Computational Project in Tomographic Imaging,
https://tomographicimaging.github.io/iDVC/, version 21.1.0). All DVC computations were run using
spherical subvolumes with 12 degrees of freedom (translation, rotation, and 1st order strain), using a
zero-normalised sum-of-square difference function for optimisation. A subvolume diameter of 30
voxels (49 µm) was used with 2000 sampling points per volume. Lagrangian strains were calculated
from the displacement field using polynomial fitting and differentiation30. A strain window of 25
points was used, resulting in a mean strain window radius of 22 μm, and virtual strain gauge of 92.5
μm.
Accuracy and precision of the displacement and strain fields were calculated using a zero-strain
analysis. Standard zero-strain analyses involve using two images taken sequentially of a sample
without applying any load. This method can be problematic when imaging highly viscoelastic samples
such as the intervertebral disc, as they are likely to have moved between scans, wrongly giving the
impression of poor accuracy and precision. An alternative zero-strain method was used for this
experiment, where one scan was taken with 3600 projections, which was then split into two sets of
1800 projections to be used for zero strain analysis40. This produces two independent scans taken at
the same time, removing the potential impacts of viscoelasticity and providing a more robust
Method
of determining true DVC accuracy. Images for zero-strain analysis were reconstructed
without projections containing carbon pillars, using ~1600 projections. This was done to prevent
differences between the two images caused by the carbon pillars appearing in slightly different
locations between the two scans. A point cloud was created for approximately a tenth of the cranial
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25
endplate of the lumbar 1-2 sample used for the zero-strain scans, covering a broad range of
microstructures and containing 95,000 measurement points.
Strain accuracy and precision were calculated as the mean absolute error (MAER) and standard
deviation of error (SDER) as described by Liu and Morgan 68
𝑀𝐴𝐸𝑅 = 1
𝑁 ∑(1
6 ∑ |𝜀𝑐,𝑘|)
6
𝑐=1
𝑁
𝑘=1
𝑆𝐷𝐸𝑅 = √ 1
𝑁 ∑(1
6 ∑ |𝜀𝑐,𝑘| − 𝑀𝐴𝐸𝑅)
6
𝑐=1
2𝑁
𝑘=1
And analogously for the displacements, where N represents the number of points, k is the point in
the point cloud, c is the component of strain, and ε is the strain value. Displacement accuracy ranged
from 7.4 nm (x-direction) to 9.6 nm (y direction), with a mean value of 8.2 nm. Displacement
precision ranged from 6.0 nm (z-direction) to 7.8 nm (y-direction), with a mean value of 6.6 nm.
Strain accuracy ranged from 231 microstrain (xz component) to 383 microstrain (yy component), with
a mean value of 297 microstrain. Strain precision ranged from 204 microstrain (xz component) to 329
microstrain (yy component), with a mean value of 264 microstrain (Sup. Fig. 11).
Correlative Imaging and Diffraction
Spatially correlated sCT and WAXD were performed at the DIAD beamline, Diamond Light Source39
(Sup. Fig. 12). sCT data was acquired using a pink beam filtered with a Pt strip and 4 mm Al to give a
mean beam energy of ~ 27 keV. An additional 1.4 mm Al and 0.2 mm Cu were used during sample
alignment to reduce X-ray dose on the sample. Sample to detector distance was set to 150 mm.
Images were collected using scintillator-coupled optics and a PCO.edge 5.5 camera (Excelitas
Technologies, Waltham, MA 02451), with a voxel size of 0.54 μm and a field of view of ∼1.38 × 1.16
mm. 2500 projections from 0 to 180˚ with a 50 ms exposure time were collected per scan. 20 dark
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and 20 flat field projections were collected for background correction. Images were reconstructed in
Savu using filtered back projection, a Fresnel filter, and unsharp mask.
A 17 keV diffraction beam with a 25 μm × 25 μm spot size was used for collection of WAXD data.
Data was collected with a PILATUS3X CdTe2M detector ( pixel size 172 μm × 172 μm, Dectris AG,
Baden-Daetwill, Switzerland) with an angular position (relative to the sample) covering an azimuthal
(χ) range of approx. -67o to 27o, and a sample to detector distance of 32.5 cm, determined through
calibration with LaB6 69. Diffraction mapping of the endplate was done on a grid of 24 x 17 points
with a horizontal step of 54 μm and vertical step of 51 μm, 5 s exposure time was used per point.
WAXD analysis
WAXD data was processed using moving beam azimuthal integration in the DAWN70 (Version 2.33)
software package. Azimuthal range was constrained to -67o to 27o, and radial range between 0.79-
7.00 Å-1 with a binning value of 1000 (including pixel splitting). Resulting one-dimensional datasets of
q versus scattering intensity were analysed using custom designed programs in Python (version 3.10).
In each dataset, the (002) peak was isolated by subsampling scattering intensity for q values between
1.75-1.9 Å-1. Peaks were modelled by fitting with a Gaussian function using the LMFIT Python
library71, and only points with fitted peak area greater than 5 (in intensity units) recorded. For these
models, (002) d-period was estimated from the model centre q0 along q (Å-1) by the equation d(002)
= 2/q0; peak height was estimated as the model amplitude; and peak width was taken as 6 where
is the width term in the Gaussian function. This same method was repeated for the (310) peak,
selecting the q range between 2.63-2.89 Å-1 and changing the fitted peak area threshold to greater
than 30 intensity units (reflecting the higher absolute intensity values of this scattering region in
mineralised tissues). For each WAXD map, nanoscale properties were mapped onto two-dimensional
images of sCT reconstructions, summed across their x-axis, using the saved motor positions for each
WAXD beampath.
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Crystallite length and width were calculated from the 002 and 310 peaks respectively, using the
following equation:
𝐿 = 𝐾𝜆
𝐵(2𝜃) cos 𝜃
Where L is the crystallite size, K is a dimensionless shape factor (K = 0.9), λ is the wavelength of the X-
ray beam (λ = 0.7348 Å), B is the peak width, and 2θ is the Bragg angle72.
Regionalised analysis of microstructure, relative TMD, and DVC strain from sCT data
Regions of interest (ROIs) were taken from the sCT datasets for microstructural analysis and
quantification of relative TMD. For whole IVD datasets, 200 voxel (325 µm) cubed regions of interest
were chosen at 10 anatomical locations in each endplate (see Fig. 3a) across 8 samples, resulting in
160 regions. For correlative imaging and diffraction experiments, ROIs comprising nine diffraction
beam paths were used (Fig. 5e), resulting in 125 x 120 µm rectangles projected through the width of
the sample. 15-32 regions were taken across 8 samples, resulting in 194 regions for statistical
analysis.
Endplate microstructure was binarized using the interactive thresholding module in Avizo, and ROIs
were taken using the extract subvolume module. Greyscale images were masked with the binarized
calcified tissue microstructure and mean greyscale value for each ROI was calculated as a
representative value for tissue mineral density (TMD). There was significant variation in greyscale
values between samples, due to differences in the minimum and maximum intensity of X-rays hitting
the detector for each sample, which determines the final image histogram; factors that influence this
are sample size and the presence of air bubbles. This meant that inter-sample variation in TMD could
not be analysed. Binary images were saved as 3D Tiffs and opened in ImageJ for microstructural
quantification using BoneJ (BoneJ2 release 7.0.18) 73. Mineralised tissue volume fraction (MV/TV)
was calculated using the Area/Volume fraction module. Osteocyte lacunae were removed from the
images using a Maximum followed by a Minimum filter (size = 2.5 voxels for I13 sCT data, size = 8
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voxels for DIAD sCT data). Mean septal/ trabecular thickness (ST.Th) was calculated using the
Thickness module in BoneJ74,75 . Degree of anisotropy was calculated using the anisotropy module
76,77 with 2000 directions, 10000 lines, and a sampling increment of 1.73; anisotropy was not
analysed for DIAD data due to the inherent anisotropy in the shape of the ROIs analysed. Purify was
run on the regions to ensure the presence of a single connected structure before running the
connectivity (Modern) plugin78,79 to calculate the connectivity of the ROIs, this was then divided by
mineralised tissue volume to give connectivity to mineralised tissue volume ratio (Con/MV).
Mean values of DVC measured strain were calculated for each ROI in the whole IVD datasets. Tensile
strain (Tension) was calculated as the mean 1st principal strain, compressive strain (Compression) was
calculated as the magnitude of mean 3rd principal strain, and shear strain (Shear) was calculated as
the mean maximum shear strain in the region.
Statistical analysis
Repeated measures correlation was used to determine common intra-sample associations without
violating assumptions of independence of observations43. The Holm-Bonferroni method was used to
deal with familywise error rates80, and target p-value set to 0.05.
Acknowledgements
We thank S. Marussi for his support with the adaptation of the mechanical testing rig. We
acknowledge the University of Manchester at Harwell for providing the mechanical testing rig. We
thank J. Brunet, J. Liu, S. Rahmani, S. Marathe, J. Chen, and Y . Zhou for their help on beamtimes. We
acknowledge funding from Engineering and Physical Sciences Research Council (EP/V011235/1,
EP/R513131/1 & EP/V011006/1), Medical Research Council (MR/R025673/1, MR/V033506/1), Royal
Academy of Engineering (CiET 1819/10), Chan Zuckerberg Initiative (CZIF2021-006424), Diamond
Light Source beamtimes (MG29633-1, SM29784-6). A.L.P . acknowledges support from the i4health
Centre for Doctoral Training.
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AUTHOR CONTRIBUTIONS
Study conception and experimental design: A.L.P., C.M.D., H.D., N.J.T., B.K.B., A.A.P ., H.S.G., P .D.L.
Acquisition of data: A.L.P., E.N., C.M.D., A.S., H. D., H.S.G. Data analysis: A.L.P ., E.N. Drafting of the
manuscript: A.L.P., E.N., A.S., F.B., B.K.B., A.A.P ., H.S.G., and P .D.L. Interpretation of data, revision of
the manuscript, final approval and agreement to be accountable for all aspects of the work: all
authors.
COMPETING INTERESTS
The authors declare no competing interests.
DATA AVAILABILITY
All data is available from the corresponding authors upon reasonable request.
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