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Chapter 7 Micro-Circulation

Updated on September 4, 2026

This chapter focuses on the process of micro circulation of water and filtration of ions, molecules, nutrients and heat between the vascular compartment of the extracellular fluid and the interstitial compartment (the non vascular compartment of the ECF). Micro-circulation supports the ECF through a continuous circulation between its two compartments, vascular and interstitial. Water, ions, molecules and nutrients are constantly circulating between the vascular (capillaries and lymphatics) and interstitial compartments of the ECF.

The extracellular fluid (ECF) supports muscle fibers by having the correct resources necessary for muscle function such as the correct concentration of ions, the availability of nutrients and molecules such as oxygen. The ECF is also where things moved from the muscles end up until they can be metabolized or removed from the body. Exchange between the ECF and intra-cellular fluid (ICF) is selective for ions, molecules and nutrients but comparatively free for water. The function of muscle fibers depends on the homeostasis of ECF oxygen, carbon dioxide, sodium, potassium, calcium, water, pH, and temperature.

Objectives include:

  1. 1.

    Explain the basic dependency of muscle fibers on the extra-cellular fluid.

  2. 2.

    Explain the basic dependency of extra-cellular fluid on the micro-circulation.

  3. 3.

    Explain the difference between vascular, interstitial and intra cellular fluid.

  4. 4.

    Explain the role of osmosis, osmolarity and osmotic pressure in micro circulation between ECF-ICF and various situations leading to intra-cellular edema.

  5. 5.

    Explain the components, roles and implications of the parameters of the filtration equation to explain filtration.

  6. 6.

    Use the filtration equation to explain various causes of extra-cellular edema.

  7. 7.

    Compare and contrast smooth muscle and skeletal muscle.

  8. 8.

    Explain the underlying mechanism for the effectiveness of compression in edema management.

7.1 Micro Circulation

Micro-circulation is the continuous movement of ions, nutrients and molecules between the blood plasma (vascular part of ECF) and interstitial fluid. Micro-circulation occurs through the semi permeable capillary membranes in a process called filtration. The capillary membranes allow relatively free passage of water, ions, molecules and nutrients (other than proteins). The contents of plasma and interstitial fluid is similar other than cell and protein content (particularly red blood cells and albumin), due to an inability of these larger items to pass through the capillary membrane. There are also differences in O2 and CO2 due to the constant exchange with the cell.

Normal values of several important ions, molecules and nutrients are depicted in Figure 7.1. Vascular and interstitial values are typically equal unless otherwise noted. O2 and CO2 pass easily through both the semipermeable capillary membrane and the semipermeable sarcolemma. There is a relatively large gradient for these molecules that varies due to the muscle fiber energetics. Normal function of circulation, respiration and ventilation at sea level are capable of equilibrating the vascular O2 and CO2 content even extreme high energetic situations.

Refer to caption
Figure 7.1: Extra-cellular (Vascular & Interstitial) and Intra-cellular Fluid Created with BioRender.com

7.1.1 Extra Cellular - Intra Cellular Fluid Movement

Exchange between the interstitial fluid and intracellular fluid occurs through the semi permeable cell membrane (sarcolemma). The sarcolemma restricts movements of ions and even with changes in the permeability for Na+ and K+ during excitation does not change the concentration difference between the interstitial and ICF fluid for these ions (at least under normal circumstances). The sarcolemma regulates the movement of nutrients. Glucose uptake by a cell is influenced by the activation of the glut4 receptor channel for glucose by insulin.

Between 50-70% of an adult body is water. The variation in the percent of the adult body that is water is based on variations in lean (mostly muscle) tissue. In individuals with more muscle (compared to adipose tissue) there is a higher percent of water. Of the total body water approximately 2/3 is intracellular (ICF) and 1/3 is extra cellular (ECF). Since water moves freely between the interstitial and ICF due to a large quantity of aquaporins (water channels) in the cell membrane the balance of ICF and ECF water volume is based largely on solute concentrations and resultant balance of osmotic pressure.

ECF - ICF Water Volume Balance

The sarcolemma is freely permeable to water but not to the ions. Ions require passage through protein channels. The osmolarity between the ECF and ICF determines whether there is net water movement by osmosis and the water (fluid) volume shifts between ECF and ICF. Under steady state conditions the osmolarity between the ECF and ICF is equal. Changes in solute concentration (ions, molecules, nutrients) in the ECF and ICF changes the osmolarity and results in movement of water until osmolarity balance is achieved.

7.1.2 Osmosis, Osmolarity & Osmotic Pressure

At this point most people benefit from a review of these terms and the associated process of osmosis and osmotic pressure. Osmosis is the net movement of water across a selectively permeable membrane caused by a concentration difference across the membrane. Osmotic pressure is the pressure required to prevent osmosis of water through a membrane that is permeable to water but not to the solute (similar concept to an equilibrium potential). The osmotic pressure is an indication of how quickly osmosis occurs (driving force); and osmosis does not occur if there is no osmotic pressure (or osmolarity) gradient. Osmotic pressure is exerted by particles and is determined by the number of particles per unit volume of fluid. Water moves from low concentration (low osmolarity) to a high concentration (high osmolarity).

Osmotic pressure (π) is directly proportional osmolarity difference (concentration in Osm in a volume (L) of solvent) (C); the ideal gas constant (R); and absolute temperature (K=310 at body temperature) in the equation: π=CRT. Since R is a constant, and K in the body varies within a relatively narrow boundary, the osmotic pressure is determined by the osmolarity (Osm/L) difference on each side of a membrane permeable to water, but not permeable to all solute in a solution. At body temperature each 1 mOsm/L (milli osmole per liter) difference results in approximately 19.3 mmHg of osmotic pressure. In Figure 7.2 the solution on the left has 1 mOsm/L more osmolarity. At body temperature this means 19.3 mmHg of pressure is required to stop the movement of water. Differences in osmolarity due to differences in solute concentration across the sarcolemma results in osmosis of water until there are no differences in osmolarity.

Refer to caption
Figure 7.2: Osmotic Pressure. It is important to realize that osmotic pressure is the consequence of water movement from a low to a high concentration gradient through a semi-permeable membrane. The membrane is permeable to water and perhaps some solutes, but not to all solutes. It is not the movement of particles from low concentration to high concentration when a membrane is permeable to those particles. Nor is it movement from low pressure to high pressure. (Created with BioRender.com)

Since water moves freely across the sarcolemma osmosis occurs and balances the osmolarity of the ICF with that of the ECF. When the osmolarity of ECF and ICF are equal there is no osmosis or net movement of water across the membrane since the osmotic pressures cancel each other out.

The total intake of water and ions (electrolytes) are carefully matched by equal outputs from the body to prevent fluid volumes and ion concentrations from fluctuating beyond acceptable ranges (mass balance, and homeostasis). There are times when there are differences between intake and output of water and ions that eventually must be remedied. Small shifts in water between ECF and ICF ensure that both compartments have the water required and maintain appropriate ion concentrations.

These shifts typically start with changes to the ECF. It is usually the ECF that we are adding, or removing, water and ions to, or from, (ingestion, absorption, renal filtration). Water and ions are also removed from ECF in the kidneys, the colon (small amount under normal circumstances) and water is removed from ventilation. These changes in water volume change the concentration and therefore osmolarity of ECF.

The response to changes in osmolarity between the ECF and ICF is movement of water by osmosis until there is once again equalize the osmolarity. Large water intakes to the ECF such as large water intake or IV infusions; or decreases (dehydration) associated with sweating, GI fluid loss, or excessive urine formation by the kidneys (i.e. in diabetes mellitus) change the ECF water volume. If these changes alter the osmolarity of the ECF then water will pass between ECF and ICF until osmolarity is equalized.

Figure 7.3 depicts the changes that would occur to the osmolarity with the addition of a volume of isotonic (same osmolarity), hypotonic (lower osmolarity), and hypertonic (higher osmolarity) solution to the ECF.

  • Top: Adding an isotonic solution to ECF does not change osmolarity of the ECF so there is no osmosis. The end result is an increase in ECF volume but no change to ICF volume.

  • Middle: Adding a hypertonic solution to ECF increases the osmolarity of ECF and results in osmosis of water out of the cells (ICF) and decreases ICF volume. This continues until the osmolarity of both compartments are equal. The overall effect is decreased ICF volume and increased ECF volume; and an increase of osmolarity of both ICF and ECF.

  • Bottom: Adding a hypotonic solution to ECF decreases the osmolarity of ECF and results in osmosis of water into the cells (ICF) and increases ICF volume. This continues until the osmolarity of both compartments are equal. The overall effect is increased ICF and ECF volume, and decreased ICF and ECF osmolarity.

Refer to caption
Figure 7.3: Impact of ECF Infusions of Iso, Hyper and Hypotonic Solutions. (Created with Biorender.com by Ashley Ney, SPT, PSU DPT Class of 2025)

Importance of Osmosis to Muscle Excitation

Changes in the osmolarity of the ECF and ICF are based on the concentration of these solutions. The concentration changes with changes to the water volume or changes to the amount of solute. A hypertonic solution increases the concentration of Na+ in both the ECF and ICF, but retains the concentration gradient. A hypotonic solution decreases the concentration of Na+ in the ECF and ICF, but does not change the concentration gradient. Since the concentration gradient of Na+ (and all ions) across the sarcolemma is critical to excitation, it should be clear that these osmotic pressure directed fluctuations to water volume serve an important buffer capacity to maintain these ion concentration gradients. Dehydration, a reduction in water volume, ultimately results in a slightly higher concentration of ions, but this higher concentration is balanced between the ECF and the ICF, so gradients are kept constant. Ion abnormalities exist (electrolyte imbalances), but they do not have as profound an impact as they would if water did not move freely between ECF and ICF to normalize concentration gradients.

7.1.3 Intra Cellular Edema

Intra cellular edema is when there is increased fluid in the intra cellular space. Edema of the ICF can occur locally or systemically. As described above, ICF edema can occur with the addition of a hypotonic solution to the ECF (See Figure 7.3). In general, any situation that reduces the osmolarity of the ECF can result in ICF edema. Hyponatremia (low ECF Na+) reduces the ECF osmolarity, which results in a fluid shift from ECF into the ICF until the osmolarity between these compartment equalizes. This is an example of systemic ICF edema (effects all cells). Since this fluid shift from ECF to ICF is systemic it tends to be self limiting - the osmolarity between the ECF and ICF will eventually reach a balance.

Local depression of energetic systems which can occur due to a lack of adequate nutrition or O2 (i.e. hypoxia) can increase the osmolarity of the cells and pull more water (locally) in from the ECF. In this situation there are two contributing problems. First, is a local depression of the Na+/K+-ATPase pumps (for lack of ATP) which leads to an accumulation of Na+ inside the cell. Second, the accumulation of lactate and H+ in the cell cannot be balanced by the removal. Keep in mind, this situation entails depression of energetic systems due to a lack of oxygen. If that lack of oxygen cannot be remedied with a reduction in ATP demand then the imbalance will persist until the cell dies. Cell death occurs when the cell membrane is no longer intact. The above scenario includes an acid pH (damaging to the cell membrane) and cellular edema (damaging to the cell membrane). The increase in cellular osmolarity (since it is a local occurrence) does not (or cannot) lead to a balance of osmolarity between the ECF and ICF because it is not systemic. The local cells cannot pull in enough fluid to alter the osmolarity of the entire ECF.

Extracellular edema can also cause intracellular edema if the extra cellular edema lowers the ECF osmolarity. Similar to adding a hypotonic solution to the ECF or in the case above of hyponatremia, with reduced ECF osmolarity the ICF osmolarity would pull water into cells until the osmolarity is equalized. A hypotonic solution is water (isotonic is water with 0.9% NaCl or 5% glucose). Adding too much water to the ECF (drinking too much water) before adequate renal filtration and secretion can occur can lead to extra cellular edema and reduced ECF osmolarity. Note, problems with renal filtration and secretion (i.e. kidney failure) does not create this problem because there is also a build up of urea and other solutes in the ECF. Kidney failure does not cause a reduction in osmolarity of the ECF, but might cause an increase in the osmolarity of the ECF.

7.1.4 Extra cellular Values & Ranges

Table 7.1 provides normal values and ranges and non lethal limits for several important components of the ECF. The wide normal ranges and non lethal limit ranges is a good example of the degree of overall robustness. Moving outside of a range without an easy temporary explanation (such as low PvO2 in response to exercise) is an indication that something is wrong. But even when something is wrong, the body adjusts and even large deviations in normal values are tolerated before the changes become lethal. Several of these components of the ECF have larger non lethal range in one direction. For example, PvO2 can increase tremendously (if given a large amount of oxygen in hyperbaric (high pressure) systems) before it becomes lethal. The criteria for lethal for these values is death. Some of the secondary effects may lead to premature death.

Value Normal Value Range Non-Lethal Range
PvO2 (mmHg) 40 25-40 10-1000
PvCO2 (mmHg) 45 41-51 5 - 80
Na+ (mmol/L) 142 135 - 145 115 - 175
K+ (mmol/L) 4.2 3.5 - 5.3 1.5 - 9.0
Ca2+ (mmol/L) 1.2 1.0 - 1.4 0.5 - 2.0
HCO3 (mmol/L) 24 22 - 29 8 - 45
Glucose (mg/dL) 90 70 - 115 20 - 1500
Acid-Base (pH) 7.4 7.3 - 7.5 6.9 - 8.0
Temperature F (C) 98.6 (37) 98-98.8 (37) 65-110 (18.3-43.3)
Table 7.1: Normal Range and Non Lethal Range of Values in ECF (Data from [feher_quantitative_2017])

For example, while a Na+ value of 165 mmol/L is within the non lethal range. This concentration of Na+ is buffered by the movement of water that would occur due to changes in the osmolarity of the ECF so its impact on the concentration is not as great as it may seem. But with such a high concentration it would be associated with, amongst other signs and symptoms of hypernatremia, a high blood volume and therefore high blood pressure despite attempts to maintain normal blood pressure. The elevated blood pressure can then lead to premature death. Tolerance for temperature is greater with cold than with heat. With heat proteins denature and metabolic functions cannot be catalyzed. With decreased temperature reactions slow down from reduced kinetic energy, but at least the enzymes (proteins) are functioning.

7.1.5 Oxygen & Carbon Dioxide

The gradient for O2 from the vascular fluid into the cell exists because the cell is constantly utilizing O2. The gradient for CO2 from the cell to the vascular fluid exists since the cell is constantly producing CO2. The other gradient for O2 and CO2 depicted in Figure 7.1 is from the arterial end of the capillary to the venous end of the capillary. As shown, with healthy capillaries, normal capillary blood flow and normal blood the vascular O2 and CO2 partial pressure equilibrate by the time blood reaches the venous end of the capillary. The cellular and interstitial partial pressure for oxygen (PcO2 & PtO2) are variable based on how much O2 is being consumed in the muscle fiber, which is dependent on the rate of ATP regeneration occurring in electron transport (ETC). With a higher than resting ATP regeneration in ETC the PcO2 will drop, which drops the PtO2 below 40 mmHg, and then the partial pressure of oxygen at the venous end PvO2 of the capillary will also drop. PvO2 will equilibrate to PtO2. However, the PaO2 will remain at 100 mmHg as long as the circulation and pulmonary systems are providing the additional support that is required.

Similarly, for ETC to be regenerating ATP at a higher rate, the citric acid cycle (TCA) has to be functioning at a higher rate and thus producing more CO2. This results in a higher PcCO2. However, because PtCO2 and PvCO2 equilibrate, as long as the circulation and pulmonary systems are providing the additional support that is required there will not be an increase in either PtCO2 or PvCO2. The difference between arterial O2 and venous O2 is an important indicator of how much O2 is being consumed. How much O2 is being consumed is an indicator of metabolism and energetic demands from rest to peak exercise.

7.1.6 Temperature

Temperature is heat unless there is a temperature of 0 degrees Kelvin. Heat is a byproduct of all energetic transformations, including regenerating ATP and hydrolyzing ATP. At rest, temperature in muscle fiber tends to equilibrate (or be slightly lower) with that of the body because the flow of heat from the fibers into the ECF is moved to the blood and out of the region. Some of the heat also dissipates through the ECF and tissues across the temperature gradient directly out of the body. When core body temperature falls, a reflex action is to shiver, which utilizes muscle activity to generate more heat for sharing with the rest of the body through the transport of ECF. When muscle temperature rises during activity, the circulation of blood carries much of that heat away from the muscle for dissipation throughout the body. As heat rises, more of the circulation is sent to the skin to facilitate this process.

Temperature of muscles varies more than core temperature. While core temperature is highly regulated at 37 degrees Celsius muscles in the extremities, and more so the distal extremities, can vary from as high as 40 degrees in a hot environment to as low as 20 degrees in the cold. Muscle function when muscle temperature is less than 37 degrees impacts the rate of tension development and the rate of tension recovery (relaxation). At the extreme of 22 degrees a the rate of tension development and recovery is approximately 25% of that at 37 degrees [jones_skeletal_2006]. This is thought to be due primarily to the dependency on these rates on kinetic energy of moving molecules throughout the chain of events from excitation to activation. The overall impact is that a reduction in muscle temperature has an impact on high power activities which are dependent on the rate of tension development and recovery.

7.1.7 Acid Base (pH)

Intra cellular fluid has several buffering systems for regulating pH through a wide range of energetic rates and thus do not, in resting or even low to moderate energetic situations, send H+ ions out of the sarcoplasm for acid base balance. In situations that force the utilization of the Glycogen Lactate pathway such as a high ATP demand or low ETC capacity, lactate (lactic acid) removes excessive H+ ions from the sarcoplasm to the ECF which can then be circulated to other cells for recycling. But this lactate shuttling is not perfect and intra cellular pH can drop if those situations are not balanced. There are several processes involved with the regulation of ECF acid base balance (pH). Each is presented in the upcoming chapters such as buffers in the blood, filtration in the kidneys, and respiration in the lungs.

7.2 Filtration

Micro-circulation relies on filtration between the ECF vascular and interstitial compartments. Filtration occurs through capillary membranes. It includes the flow and exchange of water, ions, molecules and some nutrients (glucose, fatty acids, amino acids). Larger items such as proteins (albumin) and blood cells do not normally filtrate through the capillary membranes. However, in certain circumstances white blood cells, as part of an immune response, will leave the vascular compartment and enter the interstitial fluid.

There are two pressure gradients that drive filtration: osmotic and hydrostatic pressure. Osmolarity creates osmotic pressure that has the net effect movement of water and solutes between the vascular and interstitial compartments. The osmolarity between the vascular fluid and interstitial fluid is one driving force for filtration. The second pressure gradient is hydrostatic pressure (fluid pressure).

7.2.1 Hydrostatic pressure

Hydrostatic pressure is the force that fluids exert on the walls of the space they are in, and is related to the size of that space (volume) in and the compliance of the walls of that space. Pressure is also related to temperature. However, pressure varies much more with volume and compliance in the human body due to the relative stability of body temperature. Pressure, volume and compliance are related by the equations (C = compliance, V = volume, P = pressure, Δ = delta meaning ”change in” ):

C=ΔVΔP (7.1)
1ΔP=CΔV (7.2)
ΔP=ΔVC (7.3)

Compliance is determined by the change in pressure to change in volume (Equation 7.1). It is useful to consider how changes in characteristics of a structure change its compliance and then influence Δ pressure starting with the assumption of a stable volume. Or the influence on volume with the assumption of a stable pressure. In equations 7.2 and 7.3, compliance and Δ pressure are inversely proportional. Compliance of a tissue (or compartment which in the body is created by tissue) is inversely proportional to stiffness. Fibrosis, which occurs when scar tissue replaces normal tissue in response to injury or inflammation, makes the tissue more stiff and less compliant.

The volume of all capillaries is related to the sum of their cross sectional area. The volume of one capillary is related to its cross sectional area. The cross sectional area is determined by the radius. The radius also influences resistance to flow. And flow influences the amount of fluid entering and exiting. These relationships are complicated, in part, because the radius of the capillaries influences pressure both changing cross sectional area and volume, and by changing resistance to flow. The effect of these relationships is that changing a capillary radius, or the total capillary cross sectional area, has a powerful, and complicated, effect on hydrostatic pressure in the capillaries.

7.2.2 Capillary Blood Flow

The capillaries have a thin endothelial membrane that does not include smooth muscle. Without smooth muscle the radius of a capillary is based on its structure which influences its compliance and the amount of blood flowing into and out of the capillary (volume). Blood flow into the capillaries is regulated by local and central (neuroendocrine) factors. Changing the radius of the arterioles (vessels that flow into capillaries) and pre-capillary sphincters changes the volume of blood entering the capillaries (Figure 7.4). Blood flow out of the capillaries is also regulated by local and neuroendocrine factors. The venuoles (vessels capillary blood flows into) have a less developed smooth muscle layer than arterioles and therefore influence less effect on the radius of the venuoles. Venuoles, and the entire venous system, have higher compliance and are described as a low pressure system. This helps to ensure that flow proceeds through the capillaries from the lower compliance (higher pressure) arterial circulation to the higher compliance (lower pressure) venous circulation. Neuroendocrine control of the capillary blood flow is from the sympathetic branch of the autonomic system. Neural and endocrine influences are exerted through the catecholamines (epinephrine and norepinepherine). The effect of catecholamines is vasoconstriction. But this effect is overridden locally as needed.

The volume of blood in the capillaries changes by changing the flow of blood into and out of the capillaries. A strong local determinant of blood flow, that overrides sympathetic vasoconstriction, are energetic byproducts that indicate the need for O2 such as interstitial O2 being low, CO2 being high, a drop in pH and a rise in temperature. All of these changes, locally, promote dilation of arterioles, pre-capillary sphincters and venuoles. In this situation the increased blood flow generally does not increase the capillary hydrostatic pressure because flow into and out of the capillary is balanced and associated with vasodilation. If blood flow to capillaries increases the capillary blood volume beyond its normal range of compliance then hydrostatic pressure can increase which may lead to local edema.

Vasoconstriction of the vessels leading into and out of the capillaries reduces blood flow. But since it is a change in flow in and out of the capillaries the hydrostatic pressure also remains relatively stable. The overall effect of this neuroendocrine vasoconstriction and local vasodilation is delivery of blood flow to the capillaries in the body with the greatest need during fight or flight situations that lead to increased vasoconstriction overall. Though there is always a baseline amount of sympathetic vascular tone that helps maintain blood pressure. These mechanisms have an impact on micro-circulation, however they are primarily used to regulate overall circulation to ensure appropriate distribution of cardiac output to the regions of the body with the greatest energetic (and therefore O2) demands.

Blood flow to the capillaries is well balanced (in and out) and under a wide range of conditions does not change the hydrostatic pressure within the capillaries. Situations that alter the hydrostatic pressure of capillaries that lead to edema are those that influence venous return. Even though the veins have a high compliance and accommodate a high volume with a small change in pressure, there are situations where the volume that accumulates does increase venuole and then capillary hydrostatic pressure. If blood flow is slow through the venous system for any reason the elevated venous pressure is transmitted to the capillaries. This can happen in a minor way with every day situations such as standing. Standing increases the venous pressure in the lower extremities due to gravity making it more difficult for venous blood to return to the heart. This results in increased capillary hydrostatic pressure. More severe situations, such as heart failure, result in increased venous pressure which increases capillary hydrostatic pressure and is discussed in the section on extra cellular edema.

Refer to caption
Figure 7.4: Capillary Anatomy (Created with BioRender.com)

Capillary Dilation

The capillary membrane can undergo changes to the size of its openings which can allow cells that could not previously leave the vascular compartment to enter the interstitial fluid. When this occurs, such as with capillary dilation in response to cellular inflammatory mediators or other threats to the well being of cells, the white blood cells enter the interstitial space and change the osmolarity and osmotic pressure gradients. It is also possible that a high volume of blood in the capillaries, due to high pressure in the venuoles, will dilate capillaries. In this situation the high hydrostatic pressure tends to be more complicated by a low osmolarity as larger blood proteins of cells are able to leave the vascular compartment.

7.2.3 Filtration Pressures

Filtration is the normal process of exchanging vascular and interstitial fluid (and solute) for micro-circulation. When filtration does not work well there is either hypoxia due to ischemia (not enough O2 being delivered due to no or limited capillary blood flow), extra cellular edema (excessive fluid in the interstitial space), or (rarely) increased blood volume from excessive fluid moving into the vascular space).

To promote normal filtration the overall filtration pressures (hydrostatic (P) and osmotic (π)) are slightly unbalanced. The unbalance pushes fluid and solute out of the vascular compartment and into the interstitial compartment at the arterial end of the capillary. It then tends to pull fluid and solute into the vascular compartment at the venous end of the capillary. However, the return to the vascular compartment is incomplete leaving some of the fluid and solute in the interstitial compartment. The volume of fluid and solute left in the interstitial compartment then enters the lymphatic system and reenters the vascular system after circulation and filtration through the lymph vessels and nodes (See Figure 7.5).

An equation that shows the relationship between the determinants for filtration is:

Filtration=Kf×(PcPifπc+πif) (7.4)
Refer to caption
Figure 7.5: Filtration Equation (Created with BioRender.com)

There are no constants in this equation, each parameter is a variable. The parameter Kf is the filtration coefficient.

  • Kf is refers to the permeability of the capillary membrane. While not constant, it is relatively stable unless there are inflammatory mediators caused by injury or infection or very high capillary volumes that cause dilation. Dilation increases the Kf by opening channels between endothelial cells of the capillary membrane. An increase in Kf does not push or pull fluid into a particular compartment. It simply allows more fluid to be moved with any particular balance of filtration pressures.

  • Pc refers to the hydrostatic pressure inside the capillary, and Pif refers to the hydrostatic pressure inside the interstitial fluid (space). The hydrostatic pressures encourage flow from the compartment of higher pressure to lower pressure. Pc pushes solute out of the capillary and into interstitial fluid when it is higher than Pif. Pif pushes solute out of the interstitial fluid and into the capillary if it is higher than Pc.

  • πc is the osmolarity of the blood in the capillary. It exerts a pressure that pulls water into the capillary (from the interstitial fluid.

  • πif is the osmolarity of the interstitial fluid. It pulls water into the interstitial fluid (from the capillary).

Since all four of these pressures work with or against one another the overall balance of these four pressures determines filtration.

If (PcPifπc+πif)=0 there is no net change in vascular or interstitial volume and there would be no filtration. If (PcPifπc+πif)>0 there is filtration with a net gain in the interstitial space. If (PcPifπc+πif)<0 there is filtration and a net gain in the vascular space. Under normal circumstances, across the entire capillary, (PcPifπc+πif) is just slightly greater than 0 so that there is filtration and a net gain in the interstitial space that is picked up by the lymphatic system.

7.2.4 Micro-circulation Dynamics Through the Capillary

The overall process of filtration is a bit more dynamic than depicted in Figure 7.5. The hydrostatic and osmotic pressures change as blood flows through the capillary, as depicted in Figure 7.6. At the arterial end of the capillary (left side of the Figure) PcπcPif+πif>0 which drives solute out of the capillary into the interstitial space. Since the larger items in the blood such as cells and proteins do not move into the interstitial space the πc of the capillary blood increases as the fluid that leaves has a lower osmolarity. Also, as the capillary blood loses volume the the Pc drops. The movement of fluid from the blood into the interstitial space lowers the πif and raises the Pif.

Refer to caption
Figure 7.6: Regulation of Micro-Circulation. At the arterial end of capillary net hydrostatic pressure pushes solute out of the capillary. However this pressure drops as solute leaves the capillary blood flows across the length of the capillary. With the movement of solute out and larger cells and proteins remaining in the capillaries, the net osmotic pressure increases and pulls most of the fluid back into the capillary. Overall, filtration results in a net accumulation in the interstitial space that is then picked up by the lymphatic system.(Created with Biorender.com by Ashley Ney, SPT, in collaboration with Brianna Rowe, SPT; classmates in the PSU DPT Class of 2025)

The overall effect of these changes means that on the venous end of the capillary PcπcPif+πif<0 which pulls fluid back into the capillary. The filtration on the arterial end (fluid pushed out of the capillary) is greater than the filtration on the venous end (fluid pulled into the capillary) so that there is a net positive filtration. This means some of the capillary fluid stays in the interstitial fluid and is picked up the lymphatic system. This more detailed picture of what is happening accounts for the dynamic filtration process going on in capillaries throughout the body. When the fluid on the arterial end of the capillary is pushed out it mixes with interstitial fluid. Then approximately 80% of fluid is pulled back into the capillary on the venous end. The end result is substantial overall mixing of vascular and interstitial ECF ensuring continuity of ECF throughout the body for homeostasis of ions, delivering nutrients, and removing waste. Additionally, since the remaining 20% enters the lymphatic system there is a screening process on the plasma passing through the lymphatics which has significant immunological benefits.

7.2.5 Factors that Prevent Extra Cellular Edema

There are a number of situations that result in changes to the overall filtration balance and result in interstitial edema. Some of these situations are minor and self limiting. Mild edema in the lower extremities after a day of being upright (mostly standing) is due to elevated venous pressures increasing Pc. There are three safety factors that prevent such situations from becoming severe edema (See Figure 7.7).

  1. 1.

    Low tissue compliance limits the hydrostatic pressure gradient as more fluid accumulates in the interstitial space (low compliance means higher pressure with a small change in volume, an increased Pif).

  2. 2.

    As edema develops there is a decrease in πif.

  3. 3.

    Lymphatic flow can increase by as much as 50-fold. These three factors also interact. As lymphatic flow increases the decrease in interstitial fluid protein further decreases the πif concentration in the interstitial fluid reduces the osmotic pressure.

Refer to caption
Figure 7.7: Factors that Prevent Edema (Created with BioRender.com)

7.2.6 Extra Cellular Edema

There are two general causes of extracellular edema. First, a higher overall filtration pressure (>0) with a greater net flow of solute from the capillary to the interstitial fluid that is not returned to the capillary. This can be caused by anything that increases capillary permeability (Kf), alters hydrostatic pressure, or alters osmotic pressure. In these situations the increase in filtration exceeds the capacity of a normal lymphatic system. The problem is caused not by faulty lymphatics, but by an increase in filtration. The second general cause of extra cellular edema is failure of the lymphatics to pick up extra fluid from the interstitial fluid. In this situation filtration is normal, but the lymphatics are not able to pick up the 20% of fluid that normal filtration does not return to the capillary. There is a faulty lymphatic system, the edema caused by this situation is called lymphedema.

Refer to caption
Figure 7.8: Extra Cellular Edema (Created with BioRender.com)

Three particular situations are presented in Figure 7.8 that can cause interstitial edema. Please note that these are not mutually exclusive.

  1. 1.

    Inflammatory mediators (local damage) or a cytokine storm (systemic inflammation) results in increased Kf which results in a much higher than normal filtration. Since a high Kf can also include movement of larger molecules from the capillaries into the interstitial fluid such as proteins and white blood cells they can have a secondary effect of increasing the πif which contributes to the edema.

  2. 2.

    There are two examples. To the left, heart failure increases venous pressure due to impaired flow through the heart. The increase in venous pressure increases Pc which pushes more solute out of the capillaries. If this delay in flow is on the left side of heart the edema occurs in the lungs. If it is on the right side of the heart the edema occurs in the extremities (primarily the lower extremities since it is made worse by gravity). It is important to note that the most common cause of a heart pump problem on the right side of the heart is a problem with the left side heart pump. The second example for situation 2 is a reduction in albumin production in liver disease (such as cirrhosis). The reduction in the blood protein albumin reduces πc which lowers the pull of fluid back into the capillaries.

  3. 3.

    There is failure of the lymphatic flow combined with a lower Pif due to an increase in the compliance of the interstitial space. Without lymphatics removing solute from the interstitial fluid there is also an increase in πif despite an increase in fluid.

As with any set of possible comorbidities that are not mutually exclusive (which is most of them), the worst case scenario includes combinations of situations. For example, someone with heart failure and liver disease getting COVID and having a systemic cytokine storm and local inflammatory mediators associated with local hypoxia.

7.3 Muscle Connections: Smooth Muscle

Smooth muscle is present in the walls of organs (i.e. stomach, intestines), passageways (arteries, veins, bronchioles). They are spindle shaped and much shorter than skeletal muscle fibers. Smooth muscles do not have striations but they do have actin and myosin. Unlike skeletal muscles the actin and myosin is not precisely arranged to form sarcomeres. Fiber arrangement is highly variable between smooth muscles and dependent on the role.

7.3.1 Smooth Muscle Activation

Unlike skeletal muscle the tension of smooth muscle fibers acts on other smooth muscle fibers for the purpose of making a compartment or passageway narrow (such as vasoconstriction or vasodilation). Actin is anchored by dense bodies (similar to the Z-discs) which are fastened to the sarcolemma. A smooth muscle contraction is activated by calcium which is supplied by the SR and directly from the extracellular fluid moving through channels in the smooth muscle sarcolemma. Calcium binds to calmodulin (smooth muscle version of troponin-tropomyosin). When activated the sliding filament theory is similar to skeletal muscle, and the overall effect is tension that attempts, and in most cases does, shorten the fiber. Shortening occurs in most cases because the tension developed does not usually have high resistance preventing the shortening, or at least there are far less variations in the resistances that smooth muscles must compete with (other than perhaps the uterus during labor and delivery where contractions are pushing against a substantial resistance). Since smooth muscle is attached to dense bodies that are attached to the sarcolemma, in addition to shortening smooth muscle tends to also pull inward from all around itself.

7.3.2 Smooth Muscle Excitation

Smooth muscle excitation is initiated by the influx of Ca2+ which depolarizes the membrane, activates crossbridges and excites SR to release additional Ca2+. The wave of excitation over the sarcolemma from fiber to fiber because unlike skeletal muscle when one smooth muscle fiber is activated all should be activated (single-unit organization).

7.3.3 Smooth Muscle Regulation

Smooth muscles can be organized as a single-unit (more common) or as as a multi-unit. Single unit smooth muscles have gap junctions that allow quick sharing of Ca2+ between cells during excitation so that all the fibers are activated together as a single-unit. Single-unit smooth muscle surrounds the visceral organs and the small blood vessels. Single-unit smooth muscle is regulated by both the autonomic nervous system and stretch. The autonomic nervous system (sympathetic nerves and hormones, parasympathetic nerves) can excite single unit smooth muscles for more or less tension using frequency summation (but not motor unit summation because there are no motor units). Autonomic nerve excitation of single-unit smooth muscle does not occur at precisely located motor end plates and neuromuscular junctions. Instead the autonomic nerves have locations along the nerve fibers called varicosities that are filled with with vesicles that release a neurotransmitter that is then free to bind to any acceptable and available smooth muscle receptor (See Figure 7.9). Single-unit smooth muscle also can be excited by stretch in what could be considered a local stretch reflex. Unlike a muscle spindle stretch reflex in skeletal muscle that loops through the spinal cord, the smooth muscle stretch reflex occurs because the mechanical stretch of the fiber opens Ca2+ channels that both excite and activate the smooth muscle.

Refer to caption
Figure 7.9: Smooth Muscle (CCBY4.0 from Version 8.25 from the Textbook OpenStax Anatomy and Physiology)

Multi-unit smooth muscle fibers can be regulated by both frequency and fiber unit based excitation. To allow this increase in precision of tension for multi-unit smooth muscles they have precision between the autonomic nerves and the smooth muscle fibers. They also do not have gap junctions so excitation does not spread from one fiber to the next. Like skeletal muscle, excitation is confined to the fiber that was originally excited. Excitation for multi-unit smooth muscles also does not originate from stretching. The large blood vessels and the respiratory airways have multi-unit smooth muscle.

7.3.4 Smooth Muscle Tone

Activation continues until ATP-dependent calcium pumps actively transport Ca2+ ions back into the SR and out of the cell. Many smooth muscles maintain a low concentration of Ca2+ to maintain tone. In the case of blood vessels this is important because if all blood vessels were fully dilated (no smooth muscle tone) then blood pressure would drop so low that maintaining upright posture would not be possible. Abnormalities in the smooth muscle tone of blood vessels one possible cause for conditions such as orthostatic hypotension, postural orthostatic tachycardia syndrome (POTS) and vasovagal syncope.

To allow smooth muscles to maintain tone for prolonged periods without rest they can maintain contractions even as Ca2+ is removed and myosin is inactivated. This can happen due to a subset of crossbridges form latch-bridges. Latch bridges keep actin and myosin connected without ATP, allowing tension (as tone) in smooth muscle that lines arterioles and other visceral organs with very little energy expenditure.

7.4 Clinical Connections: Compression

Compression is an important part of edema management (RICE stands for rest, ice, compression and elevation). Elevation reduces hydrostatic pressure. Compression increases the gradient between venous pressure being compressed and venous pressure further away from compression (usually more proximal). This encourages reduction in Pc which allows more fluid to reenter the capillary during filtration. The pressure also increases the pressure gradient between the local lymphatics and the lymph vessels not being compressed which facilitates movement of edema also into the lymphatics.

Compression has also now become more common for recovery to increase micro circulation to remove post exertion waste and delivery needed nutrients. It works through the same mechanisms as above, but in response to small amounts of local edema from a combination of increased cellular and interstitial osmolarity, and increased cellular and capillary permeability (Kf). The compression does not alter the permeability, or the osmolarity changes, but it does reduce Pc which shifts the balance of the filtration equation to encourage movement of edema from the area and into both the capillary and lymphatics.

Compression is also gaining popularity during endurance events, particularly running. However whether there is a benefit and what the mechanisms are remains elusive [mota_effects_2020]. There are several factors to consider with compression during endurance events and it goes beyond what can be discussed in this already long chapter. On reason proposed for compression during an endurance event is to maintain vascular volume. With such long events may be difficult to maintain complete hydration. However, a small amount of dehydration increases πc which facilitates return of fluid into the circulation. There is also a strong muscle pump working to maintain venous flood flow, once again, facilitating return of fluid to the capillary (keeps Pc low due to venous blood flow and would also promote lymphatic blood flow). So it is unclear whether sustaining vascular volume makes mechanistic sense. It’s possible that it facilitates greater overall micro circulation and filtration which encourages greater nutrient delivery and waste product removal from the lower extremities. It is also quite possible that whether compression with endurance running provides a benefit is highly contextual (i.e. related to many interacting causal factors, complex) and is difficult to completely account for in research studies. In such situations it may be best trialed by individuals with self experimentation, which requires a slight reconsideration of what it means to gather evidence [anjum2020rethinking].

7.5 Summary

The ECF supports muscle fibers by having and providing resources for muscle function. ECF requires micro-circulation. Micro-circulation between cells and the ECF requires balanced osmolarity and a functioning semi-permeable sarcolemma (cell membrane). Micro-circulation between the compartments of ECF, vascular (capillary) and interstitial spaces (fluids) requires filtration. Filtration requires a small unbalance of hydrostatic and osmotic pressures between the capillaries and the interstitial spaces as well as a semi-permeable capillary membrane. Water, ions, molecules and nutrients are constantly circulating between the vascular (capillaries and lymphatics) and interstitial compartments of the ECF. The amount of blood flowing through capillaries can be varied by local and neuroendocrine factors by altering the degree of vasodilation and vasconstriction of arterioles, pre-capillary sphincters and venuoles. Vasoconstriction occurs through tone (sustained contraction) of smooth muscles. All causes of intra cellular and extra cellular can ultimately be broken down into altered membrane permeability (cell or capillary), imbalances of osmolarity (and osmotic pressure), imbalances of hydrostatic pressure, and lymphatic function. Compression is an effective intervention for edema due to its facilitation of venous blood flow which reduces Pc.

7.5.1 Next Steps

The next chapter is on Renal Clearance. As you now understand the delicate balance of intra and extracellular fluid is dependent on what is in the extracellular fluid. The extracellular fluid is the entry and exit point of fluid and stuff (nutrients, protein, electrolytes) which then bath and interact with the intracellular fluid. ECF contents is largely regulated by renal function and clearance, creating a stable environment for all the cells of the body.

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Sample Questions

  1. 1.

    Why does the osmolarity of intracellular and interstitial fluid stay equalized?

  2. 2.

    A large volume intravenous (IV) infusion of a mildly hypotonic solution will result in?

  3. 3.

    What are safety factors that help prevent severe interstitial edema?

  4. 4.

    Filtration at the capillary includes an exchange of fluid between the vascular and interstitial compartments of the extra-cellular fluid. This exchange includes what processes?

  5. 5.

    What features allow less energy utilization in smooth muscle to maintain tone for vaso-constriction?