Bergeron, Michael F.
Abstract
Skeletal muscle cramps during
exercise are a common affliction, even in highly fit athletes. And as empirical
evidence grows, it is becoming increasingly clear that there are two distinct
and dissimilar general categories of exercise-associated muscle cramps.
Skeletal muscle overload and fatigue can prompt muscle cramping locally in the
overworked muscle fibers, and these cramps can be treated effectively with
passive stretching and massage or by modifying the exercise intensity and load.
In contrast, extensive sweating and a consequent significant whole-body
exchangeable sodium deficit caused by insufficient dietary sodium intake to
offset sweat sodium losses can lead to a contracted interstitial fluid
compartment and more widespread skeletal muscle cramping, even when there is
minimal or no muscle overload and fatigue. Signs of hyperexcitable
neuromuscular junctions may appear first as fasciculations during breaks in
activity, which eventually progress to more severe and debilitating muscle
spasms. Notably, affected athletes often present with normal or somewhat
elevated serum electrolyte levels, even if they are "salty sweaters,"
because of hypotonic sweat loss and a fall in intravascular volume. However,
recovery and maintenance of water and sodium balance with oral or intravenous
salt solutions is the proven effective strategy for resolving and averting
exercise-associated muscle cramps that are prompted by extensive sweating and a
sodium deficit.
INTRODUCTION
Skeletal muscle cramps are a common affliction in
sports and numerous other physical activities. Even highly fit athletes must
sometimes succumb to debilitating cramping episodes, and some often compete
with concern, knowing that these painful, involuntary muscle contractions can
appear seemingly without warning or apparent cause.
As empirical evidence grows regarding the etiology and
effective management (treatment and prevention) of exercise-associated muscle
cramps, it is becoming increasingly clear that there are two distinct and
dissimilar general categories of exercise-associated muscle cramps (when there
is no other underlying pathology or abnormal condition present). First,
skeletal muscle overload and fatigue from overuse or insufficient conditioning
can prompt muscle cramping locally in the overworked muscle fibers (4,20,50). In contrast, extensive
sweating and a consequent significant whole-body exchangeable sodium deficit
can lead to more widespread muscle cramping, even when there is minimal or no
muscle overload and fatigue (6,7,29,57). This latter type of
muscle cramping has been referred to as exertional heat cramps, which causes
some confusion. Although these cramps occur during or after exertion and
concomitant extensive sweat losses, which is characteristic of heavy exercise
in the heat, a hot environment is not a prerequisite, and afflicted athletes
are not necessarily overheated. In fact, exertional heat cramps often occur in
cool environments and even indoors, although considerable sweating still is present
typically. Using the terminology "exercise-induced" or
"exercise-associated," when referring to muscle cramps, does not
distinguish sufficiently the nature of the muscle cramping, because these terms
make no distinction with regards to the separate etiologies.
The information presented here supports the contention
that there are two primary categories of exercise-associated muscle cramps -
those related to muscle overload and fatigue and those skeletal muscle cramps
associated with a sweat-induced sodium deficit (exertional heat cramps). While
the muscle fatigue hypothesis (4,50) is a reasonable and perhaps
valid explanation for some exercise-associated muscle cramps, this article
emphasizes the underlying proposed mechanisms and evidence that distinguish
exertional heat cramps from those muscle cramps that are prompted by
activity-related muscle overload and fatigue. Accordingly, it is proposed that
any discussion of exercise-associated muscle cramps specifically should
elucidate which category is being referred to. This is critical in helping
health care providers, coaches, and athletes appreciate the difference and
select the most appropriate and effective treatment and prevention strategies.
TWO PERSPECTIVES: FATIGUE VERSUS ELECTROLYTE DEFICIT
Muscle Overload and
Fatigue
During sports competition and training or a variety of
other intense physical activities, repeated or extended loading on selected
muscles can lead to muscle or tendon strain and local fatigue. The muscle
fatigue hypothesis suggests that such a scenario can prompt an excitatory
alteration (increase) in muscle spindle afferent activity and a concomitant
decrease in Golgi tendon organ inhibition leading to abnormal α motor neuron
control and sustained α motor neuron activity (19,34,49,50). That is, the neural
mechanisms designed to inhibit muscle contraction, in response to muscle
tension detected by the Golgi tendon organ, are disrupted or depressed. At the
same time, enhanced excitatory activity from the muscle spindle triggers an
intense and sustained involuntary muscle contraction that is unopposed by Golgi
tendon organ control. Notably, shortened muscles with sustained contraction may
be particularly vulnerable to such cramping, because the neuromotor end-plate
depolarization threshold may be altered (45) and Golgi tendon organ
inhibitory activity is normally depressed or negligible in a shortened position
and cannot respond to the muscle tension (19). Predisposing risk factors
associated with overload and fatigue-related muscle cramping might include
older age, poor stretching habits, insufficient conditioning, cramping history,
and excessive exercise intensity and duration, and related metabolic
disturbances (4,49).
Protocols to induce muscle overload, fatigue, and
localized cramping effectively take advantage of increased vulnerability of the
muscle in a shortened position (with or without maximal voluntary contraction)
and can readily produce severe acute involuntary muscle contractions and
concomitant high levels of surface electromyogram (EMG) activity and amplitude
(43,44,50). Such consistent and
reproducible findings in the laboratory and with certain sports activities that
similarly load the muscles (e.g., plantar flexion of the ankle with
contraction of the calf during swimming or high-intensity running) (58) and observed muscle fiber
fatigue-induced changes in muscle spindle and Golgi tendon organ activity (19,34) strongly support the muscle
fatigue hypothesis and proposed etiology related to abnormal α motor neuron
control and activity originating at the level of the affected muscle fibers.
Distinguishably, such muscle cramping remains localized to the overloaded and
fatigued muscle group (such as with the triceps surae muscle), sometimes
spreading slowly across the involved muscle region, but not jumping or
wandering around a muscle (43).
Electrolyte Deficit
With exertional heat cramps, an athlete typically has
been sweating extensively with appreciable sweat electrolyte losses as well,
particularly sodium and chloride. Whether during a single long race, match,
game, or training session or consequent to multiple same- or repeated-day
exercise bouts, a sizeable whole-body exchangeable sodium deficit develops when
sweat sodium and chloride losses measurably exceed salt intake (6,7,57). The deficit threshold
required to prompt muscle cramping is not well described; however, an estimated
sweat-induced loss of 20%-30% of the exchangeable Na+ pool has been noted with severe muscle
cramping (6,29). How readily this occurs
depends upon sweating rate (10), sweat sodium concentration
(typically 20-80 mmol·L-1)
(7,12,28), and dietary intake (27). And with continuous physical
activity over an extended period of time (e.g., 3-4 h or more), a high sweat sodium
concentration generally stays high, even as whole-body water and sodium
deficits progressively increase. This is possible because sweating rate remains
fairly consistent during such long-term activity and serum sodium concentration
is typically maintained or elevated, along with potential changes in sweat
gland function or sympathetic nervous system activity that would tend to
increase sweat sodium concentration (33). Other electrolytes also are
lost in sweat to a much lesser degree, and several of these (namely calcium,
magnesium, and potassium) have been implicated falsely as the cause of muscle
cramping during or after exercise when purported deficiencies are suspected (3,15,23,24,31,56,62,63). However,
exertional heat cramp-prone athletes characteristically develop a sodium
deficit because their sweat sodium and chloride losses are not offset promptly
and sufficiently by dietary intake (6,7,57).
To compensate for the loss in plasma volume during
exercise, prompted in part by extensive sweating, water from the interstitial
fluid compartment shifts to the intravascular space (13,35,39,48). As sweating
continues, the interstitial fluid compartment becomes increasingly contracted (13). This can persist even after
exercise, as sweating continues and body temperature returns to a pre-exercise
level (39). Plasma osmolality and
circulating electrolyte concentrations will be maintained or somewhat elevated
during and after exercise as water shifts from the extravascular space to
"defend" central volume and free water loss (primarily from sweating)
continues, even as considerable sodium is lost via sweating (17,35,39,47,48). However, these
electrolyte changes and consequent fluid shifts would be altered, depending
upon the type of fluid and amount ingested (21,35,47,48). For a given level of
dehydration, higher sweat sodium concentrations could be associated with a
comparatively delayed mobilization of water from the interstitial compartment
and less effective maintenance of plasma volume due to a lower plasma sodium
concentration and associated osmotic drive (36). This may be why some athletes
with very high sweat sodium concentrations and accompanying low sweating rates
develop a significant whole-body sodium deficit and exertional heat cramps only
after an extended period of exercise, sweat losses, and time. In contrast, for
many athletes (even some who are heat acclimatized), the combination of a high
sweat sodium concentration and high sweating rate arguably could
accelerate a plasma volume loss (17), theoretically resulting in a
more rapid shift of fluid from the interstitial compartment and onset of muscle
cramping. These athletes would be considered the "salty sweaters" (6,7,16,57), and they are the ones
particularly at risk for readily developing exertional heat cramps. However,
athletes with much lower sweat sodium concentrations readily can develop a
sweat-induced sodium deficit as well, if their sweat rate is high enough or the
duration of activity is extensive (7,9).
Consequent to a contracted interstitial compartment,
certain neuromuscular junctions (especially first in the quadriceps or
hamstring muscles) could become hyperexcitable by mechanical deformation and
exposure of the unmyelinated nerve terminals and the post-synaptic membrane to
increased levels of excitatory extracellular constituents such as
acetylcholine, electrolytes, and exercise-related metabolites in the
surrounding extracellular spaces, which could trigger the nerve fiber to fire
or independently prompt an end-plate current and excitatory postsynaptic
potential (22,55). Accordingly, there would be
a greater risk for spontaneous discharge and initiation of action potentials in
the affected muscle fibers. For example, Sjøgaard et al. (55) found that submaximal and
maximal exercise prompted an increase in interstitial potassium concentration
to a level that they believed would be sufficient to stimulate certain nerve
endings. Similarly, elevated sodium surrounding the end-plates increases the
likelihood of action potentials by reducing the required depolarization
threshold (45). Surface EMG analysis further
confirms that action potentials during muscle cramping can be initiated from
the α motor neuron axon terminals (43). As more water is shifted from
the interstitial compartment to the intravascular space, adjacent and other
nerve terminals and post-synaptic membranes could be similarly affected and the
cramping would spread or jump around (as is often observed) with various muscle
fibers and bundles alternately contracting and relaxing (18), unlike overload and
fatigue-related muscle cramps that remain localized.
The evolution of exertional heat cramps typically
begins with fasciculations (small localized muscle contractions visible at the
skin) that are barely detectable or unnoticed by the athlete except during
breaks in activity (6,7,18,22). This is usually a sign
that more severe and debilitating muscle spasms may be imminent in 20-30 min or
so. Fasciculations and cramps often begin in the legs (6,7), which is not surprising given
that the interstitial fluid compartment in the more highly active muscle group
regions is likely to be challenged more strongly by concomitant osmotic and
metabolic forces that help to maintain circulatory (13,35,39,48) and intracellular (35,40,55) volumes, respectively.
With rehydration, plasma volume preferentially is restored (32,47,48), prompting a reduced
drive to drink and increase in renal free water clearance often before complete
restoration of the interstitial spaces; thus, the interstitial fluid
compartment remains contracted, even though the athlete is no longer thirsty
and increased urine production (especially after activity) deceptively suggests
sufficient whole-body water recovery. This particularly occurs when plain water
or low-sodium fluid is consumed alone (38).
Those who do not acknowledge the relationship between a
whole-body exchangeable sodium deficit and muscle cramping have argued that
serum electrolyte concentrations (most notably sodium and chloride) are not associated
with exercise-associated muscle cramps (51,58,59). However, others have
indicated and consistently emphasized that a whole-body exchangeable sodium
deficit usually is not detectable from measuring serum electrolytes (5-8,47,60), especially after
extensive exercise and significant sweat losses when circulating sodium
concentration is predictably normal or somewhat elevated (6,33,35,39,48). Accordingly,
postexercise serum sodium concentration and osmolality are more of a reflection
of free water gain or loss and fluid compartment shifts versus electrolyte
losses, and thus should not be used to indicate the presence or absence of a
whole-body exchangeable sodium deficit. Any determination of sodium status
should be based minimally upon a suitable estimate of sweat sodium loss
compared with sodium intake. Authors critical of muscle cramping prompted by a
sodium deficit have not done this, and in fact, did not monitor directly their
subjects' sweat sodium losses or dietary intake in these studies (51,58). It is interesting to note
that it is acknowledged that a sodium deficit and changes in serum electrolytes
can be associated with and result in "generalized skeletal muscle
cramping" (49,50), and in separate studies,
statistically significant lower postrace serum sodium concentrations have been
reported in cramping athletes compared with a noncramping control group (51,58), similar to other
investigators who have observed significant reductions in serum sodium and
chloride concentrations in cramping subjects (25,29). These statements and
findings are not consistent with the argument against exercise-associated
muscle cramps being linked to a systemic abnormality of fluid balance and
consequent fluid compartment volume and electrolyte changes after
exercise-induced dehydration and a whole-body exchangeable sodium deficit.
RECOVERY AND PREVENTION
Muscle Overload and
Fatigue
Overload and fatigue-related muscle cramps remain
localized to the overworked muscle(s), and these cramps often can be resolved
readily by passive stretching, massage, active contraction of the antagonist
muscle group, or icing of the affected muscles. Lowering overall exercise
intensity and altering the load on the distressed muscle(s) can be effective as
well. Preventive measures include reducing training and competition intensity
and duration, as well as improving conditioning and range of motion through
appropriate and regular individualized progressive fitness and stretching programs.
Adjustments to equipment configuration and selection (e.g., bicycle seat and handle position,
shoes), biomechanics, and relaxation techniques may also help to avert or delay
fatigue-induced muscle cramping (4,23,30,42,50,54,56).
Electrolyte Deficit
At the first sign of muscle twitches or mild exertional
heat cramps, a prompt oral bolus of a high-salt solution (e.g., 0.5 L of a carbohydrate-electrolyte
drink, with 3.0 g of salt added and thoroughly mixed, consumed all at once or
over 5-10 min) has been a proven effective field strategy in relieving cramping
or preventing muscle fasciculations from developing into a more severe and
debilitating condition (6). Massaging and applying ice to
the affected area can assist in relaxing the muscles and relieving some of the
discomfort while waiting for the ingested fluid and salt to be absorbed
adequately into circulation, although the effects of an oral salt solution
often can be seen in just a few minutes (6), as the ingested beverage is
rapidly absorbed (14) and plasma sodium levels
quickly begin to change (21). After such a high-salt
solution bolus, athletes can often promptly continue and immediately resume
training or competition effectively without muscle cramping or twitching
symptoms for an hour or more (6), while additional lower-sodium
fluid is consumed appropriately at subsequent regular intervals. Continuation
of activity at the same intensity likely would not be possible if muscle
overload or fatigue was the sole or primary contributing factor to the muscle
cramping. After the training or competition session, any remaining body water
and electrolyte deficits need to be replaced with a particular emphasis on salt
intake, in order to help retain (52) and distribute the ingested
fluid, so that all fluid compartments are restored sufficiently (32). Intravenous rehydration with
normal or hypertonic saline may be required, if muscle cramping is severe or
accompanied by a more serious clinical condition such as hyponatremia (25,37,41,53). Potassium-rich
supplements or foods or other mineral supplements such as calcium or magnesium
are not indicated and typically will not provide any relief of exertional heat
cramp symptoms (6,16).
Maintenance of hydration and sodium balance is the proven effective
prevention strategy for averting exertional heat cramps in athletes and workers
during training, competition, and other physical activities (6,7,11,16,18,57,61). Ideally, sweat
sodium, chloride, and water losses incurred during competition or training
bouts should be offset sufficiently during activity to avoid measurable
deficits and more closely matched by overall daily salt and fluid intake.
Although the emphasis is on daily salt and fluid intake, athletes who
sweat considerably (e.g., >2.5 L and 2500 mg of Na+ per hour) are often not able to avoid
large water and electrolyte deficits during activity and completely offset
these nutrient losses between multiple same-day sessions or day-to-day with
most commercial carbohydrate-electrolyte drinks and meals alone while they
compete or train, especially if they are following low-salt dietary
recommendations (46) or even a more typical diet (1). Particularly with a short recovery
time between activity bouts (sometimes only 1 h between matches in junior
tournament tennis, for example) (2) and extensive post-play
electrolyte deficits (6,7), meals are often not a practical
or sufficient method for rapidly replacing enough sodium. Accordingly, during
activity and between games, matches, or training sessions, these athletes
(especially those who are prone to exertional heat cramps) must be deliberate
in consuming a high-salt solution at regular intervals (5) along with ingesting additional
fluid and electrolytes (emphasizing salt intake) to make up the difference, so
as to prevent progressive significant fluid and whole-body sodium deficits from
developing and to ensure sufficient restoration of all fluid compartments
before the athlete takes to the field or court again. Salt tablets can be
effective, so long as they are consumed with plenty of water (e.g., for 1 g of NaCl per tablet, three
crushed and dissolved tablets to 1 L of water). Other specific dietary
selections and strategies have been presented elsewhere (6-8). For the athlete attempting to
reverse a pattern of exertional heat cramping, it is often not necessary to
increase fluid intake; in fact, sometimes it's essential to decrease fluid
intake during and after activity for those who are overdrinking (especially
those who are consuming too much low- or no-sodium fluid). The key is to
increase sodium intake to more closely match individual sweat sodium losses, so
that the appropriate amount of ingested fluid is better retained and
distributed to all fluid compartments (26,27,47,48). The result is morecomplete rehydration.
Differential
Diagnosis
For the clinician or other health care provider
attending to an athlete afflicted with muscle cramping during training or
competition, in an effort to determine the appropriate treatment, it is
important to consider the clinical signs and symptoms, as well as the
surrounding setting and circumstances and time course leading up to the onset
of cramps. Without the advantage of a complete physical, health history, or
individual test results, and assuming there is no other underlying pathology or
ischemic disorder, certain distinguishing characteristics can help in the
immediate onsite diagnosis. Comparatively sudden-onset exertion-related muscle
cramping that is localized (e.g.,affecting solely the
calf), constant, asymmetric, and responsive to passive stretching and massage
is highly likely to have been prompted by muscle overload and fatigue, whereas
reported or observed fasciculations or slight cramping that progressively
developed over a longer period of time to more severe and widespread (often
bilaterally) intermittent muscle spasms suggest exertional heat cramps. Profuse
sweating and a salt residue on the skin or clothing (although not always
visible) and other signs and symptoms of dehydration further implicate the
presence of a significant water or sodium deficit. If the athlete is treated
for exertional heat cramps with an oral high-salt solution or intravenously,
massage and icing can still be applied to assist in relaxing the muscles and
relieving some of the spasms. It is also important to recognize that an athlete
can experience both types of muscle cramping concomitantly; however, the
underlying causes and effective treatments of these separate problems are
different.
CONCLUSION
Definitive studies on the precise mechanisms underlying
fatigue-related alterations in muscle spindle and Golgi tendon organ afferent
activity and investigations to confirm the contributory presence of a
whole-body exchangeable sodium deficit, contracted interstitial fluid
compartment, and hypersensitive neuromuscular junctions with sweat-induced
muscle cramping during exercise have not yet been performed. However,
sufficient laboratory and clinical empirical evidence supports both perspectives
discussed here (a whole-body exchangeable sodium deficit and muscle overload and fatigue) as being
valid underlying bases for exercise-associated muscle cramps with distinct and
dissimilar contributing factors and mechanisms. Thus it is important to advance
beyond discussions and arguments intended to favor one theory on
exercise-associated muscle cramps over another. Investigators and clinicians
should acknowledge the evidence supporting each of these two primary categories
of exercise-associated muscle cramps that clearly seem to have separate
etiologies and distinct management strategies. However, additional research is
needed to further elucidate and develop a better understanding of the fatigue
hypothesis and muscle cramps related to extensive sweating and an exchangeable
sodium deficit to enhance treatment and prevention strategies.
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