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Innervation of the hip joint capsular complex: A systematic review of histological and immunohistochemical studies and their clinical implications for contemporary treatment strategies in total hip arthroplasty

  • Joanna Tomlinson ,

    Roles Conceptualization, Data curation, Formal analysis, Methodology, Writing – original draft

    jcltomlinson@hotmail.co.uk (JT); niels.hammer@medunigraz.at (NH)

    Affiliation Department of Anatomy, School of Biomedical Sciences, University of Otago, Dunedin, Otago, New Zealand

  • Johann Zwirner,

    Roles Data curation, Writing – review & editing

    Affiliation Department of Anatomy, School of Biomedical Sciences, University of Otago, Dunedin, Otago, New Zealand

  • Benjamin Ondruschka,

    Roles Writing – review & editing

    Affiliation Institute of Legal Medicine, Faculty of Medicine, University of Leipzig, Leipzig, Saxony, Germany

  • Torsten Prietzel,

    Roles Writing – review & editing

    Affiliations Department of Orthopaedics, Trauma and Reconstructive Surgery, Zeisigwaldkliniken Bethanien, Chemnitz, Saxony, Germany, Department of Orthopaedic, Trauma and Plastic Surgery, University of Leipzig, Leipzig, Saxony, Germany

  • Niels Hammer

    Roles Conceptualization, Funding acquisition, Supervision, Writing – review & editing

    jcltomlinson@hotmail.co.uk (JT); niels.hammer@medunigraz.at (NH)

    Affiliations Department of Anatomy, School of Biomedical Sciences, University of Otago, Dunedin, Otago, New Zealand, Department of Orthopaedic, Trauma and Plastic Surgery, University of Leipzig, Leipzig, Saxony, Germany, Division of Medical Technology, Fraunhofer Institute for Machine Tools and Forming Technology (Fraunhofer IWU), Dresden, Saxony, Germany, Institute of Macroscopic and Clinical Anatomy, University of Graz, Graz, Styria, Austria

Abstract

The hip joint capsule contributes to the stability of the hip joint and lower extremity, yet this structure is incised and often removed during total hip arthroplasty (THA). Increasing incidence of osteoarthritis is accompanied by a dramatic rise in THAs over the last few decades. Consequently, to improve this treatment, THA with capsular repair has evolved. This partial restoration of physiological hip stability has resulted in a substantial reduction in post-operative dislocation rates compared to conventional THA without capsular repair. A further reason for the success of this procedure is thought to be the preservation of the innervation of the capsule. A systematic review of studies investigating the innervation of the hip joint capsular complex and pseudocapsule with histological techniques was performed, as this is not well established. The literature was sought from databases Amed, Embase and Medline via OVID, PubMed, ScienceDirect, Scopus and Web of Science; excluding articles without a histological component and those involving animals. A total of 21 articles on the topic were identified. The literature indicates two primary outcomes and potential clinical implications of the innervation of the capsule. Firstly, a role in the mechanics of the hip joint, as mechanoreceptors may be present in the capsule. However, the nomenclature used to describe the distribution of the innervation is inconsistent. Furthermore, the current literature is unable to reliably confirm the proprioceptive role of the capsule, as no immunohistochemical study to date has reported type I-III mechanoreceptors in the capsule. Secondly, the capsule may play a role in pain perception, as the density of innervation appears to be altered in painful individuals. Also, increasing age may indicate requirements for different strategies to surgically manage the hip capsule. However, this requires further study, as well as the role of innervation according to sex, specific pathology and other morphometric variables. Increased understanding may highlight the requirement for capsular repair following THA, how this technique may be developed and the contribution of the capsule to joint function and stability.

Introduction

Increasing numbers of total hip arthroplasties (THA) are performed each year globally [1, 2]. This procedure is noted to be highly successful. However, around 7–17% of THAs across the world between 2001 and 2016 required surgical revision for various reasons [13]. Dislocation of the hip joint is one of the most common reasons for operative revision within the first year [3, 4]. The capsular complex of the hip joint is important for maintaining stability of the hip joint [5], comprising of the iliofemoral, ischiofemoral, pubofemoral and zona orbicularis ligaments and joint capsule. There is debate whether preserving and repairing the capsule during THA is advantageous or not [6], yet the literature supports that capsular repair during THA has better outcomes, with lower dislocations and revision rates compared to primary THA without repair [616]. This may be a result of partial restoration of physiological joint stability through preservation and repair of the capsule, consequently reducing the risk of further dislocation. However, it is important to note that the success of THA also is subject to numerous variables [7, 12, 17, 18], including the surgical approach, implant material and type, femoral head size, cup inclination and history of neurological and/or vascular disability and disease.

Emerging research investigates the biomechanical role and properties of the capsule [1923]. This indicates that the contribution of the capsule to the mechanics of the joint may be more extensive than passive stabilization alone, particularly as no significant difference has been noted between the biomechanical properties of the capsular ligaments [22]. This is despite research indicating that the posterior approach to the capsule is at greater risk of post-operative dislocation when repaired or excised [24, 25]. Although the risk may be higher due to excising the capsule in the most common dislocating direction, which is a result of injury mechanisms and differences in bony or muscular architectural support to the joint. This risk is reduced by using native size femoral head implants [24], which indicates that numerous factors contribute to maintaining stability. Ligamentous receptors in the capsule may also work alongside muscular spindles and cutaneous receptors to aid in the active stabilisation of the hip joint, through contribution to neuromuscular feedback of the joint. The contribution of each of these to joint proprioception and stability is yet to be clarified in the hip joint [26, 27]. Recent research proposed that the capsule may have a proprioceptive role as indicated by the presence of mechanoreceptors [28]. These mechanoreceptors (Ruffini, Pacinian, Golgi-like corpuscles and free nerve endings [FNEs]) were first classified by Freeman and Wyke in 1967 [29]; then this classification was subsequently modified for application to humans [30, 31]. Each of these are thought to play a role in joint proprioception, by monitoring different parameters of joint position and movement.

The relationship of mechanoreceptors with proprioceptive function has not been studied in the human hip capsule, to date. However, this relationship may be inferred from mechanoreceptor density, as a positive correlation with proprioceptive function has been noted in the ligaments of the knee [32, 33]. This further highlights the opportunity to gain a more detailed understanding about the contribution of the capsule to proprioception of the hip joint. This also provides an opportunity to gain increased understanding about the changes that occur in post-operative tissue, for example following THA with and without closure of the capsule. If the capsule is preserved and repaired, this is described as being healed capsular tissue. The post-operative scar tissue, replacing the excised capsule, is called as the pseudocapsule. This is characterised as a crude fibrous envelope with hyalinization [34] as a consequence of the suturing, which is shown to take up to 6–8 weeks to mature into a tight fibrous pattern to prevent leakage of synovial fluid and dislocation [35]. Gaining increased understanding may also aid in determining if THA with repair of the capsule is crucial and how it may be developed further. This review therefore aims to encompass the histological studies on innervation of the human native hip joint capsular complex. In addition, it discusses the post-operative innervation in the pseudocapsule and the changes in these structures in healthy individuals, those with pathology or according to demographic parameters—none of which have been reviewed to date [36]. As well as changes in density and distribution across the capsular complex and if these are consistent with macroscopic findings [36]. Increased understanding of the innervation of the capsule could determine if this is potentially causative for successful THA. In addition, it may highlight areas for development, such as any alterations to surgical management, limitations of surgical incisions, areas to avoid and changes required based on demographic and anthropometric variables.

Methods

A systematic review of the literature available from approximately 1900 was performed in order to identify peer-reviewed articles according to the PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-analyses) guidelines [37]. Keywords relating to the innervation of the hip joint capsular complex and pseudocapsule in histological studies were searched using the following online databases: Amed, Embase and Medline via OVID, PubMed, ScienceDirect, Scopus and Web of Science. Article selection was performed manually by one author (JT) employing database configuration where possible to identify original research papers that used histological methodologies to investigate the innervation of the capsular complex or pseudocapsule. Papers were excluded from inclusion in this review based on their titles, then their abstract and then the full paper was assessed. The exclusion criteria were: only the abstract or title were available, as this does not allow the paper to be critically analysed by the authors of this review. Animal studies were also excluded, as quadruped anatomy is potentially not comparable to bipedal human morphology. Studies were excluded if they did not include a histological component to their research, nor study the hip nor innervation. The full text of the articles that met these criteria were obtained and then a manual backwards search was performed by screening all cited references within these papers, in order to identify additionally relevant papers. A forward search was undertaken using the Web of Science Core Collection. The papers identified through this forward and backwards chain sampling were also subject to the same exclusion criteria.

The quality of these articles was assessed by one author (JT) to determine the risk of bias. A checklist which was modified from recommendations for histological studies [38] and checklists for observational studies [39] was used, as no suitable checklist is available for the observational histological studies. One point was awarded for each question on the components of the study that was answered with a yes, to a maximum of eleven. A score of 0–4 was deemed as low quality, a score of 5–8 as moderate quality and 9–11 as high quality. Greater emphasis was placed on studies with high quality in the synthesis of the literature.

Data was extracted from the articles by one author (JT) and rechecked by the same author. Analysis and synthesis of studies was performed by one author (JT) to assess the morphology, density, distribution of mechanoreceptors, free nerve endings and nerve fibres in the capsular complex and pseudocapsule. The changes in innervation according to demographic variables (age, sex and ethnicity), anthropometric variables (height, weight, lower limb and pelvic dimensions) and pathology were also assessed. Papers written in languages other than English were translated by native or fluent speakers, before performing data extraction.

Results

Selection of studies

To date, little research investigates the distribution of innervation patterns across the capsular complex of the hip joint, the healed capsular tissue or the pseudocapsule following surgical intervention (Fig 1). Following an encompassing search of the published literature on the topic, which was completed in July 2019, 32,247 articles were identified. Finally following screening of articles, 21 articles were selected for analysis and their risk of bias was assessed—as shown in Table 1. Two were deemed as low quality/ high risk of bias, sixteen were moderate quality and three were high quality/ low risk of bias. No papers were excluded based on their quality, as they all appeared to contain important information on the innervation of the hip capsule. Papers selected were predominantly written in English (n = 17/21), with two in Russian [40, 41], one in German [42] and another in Japanese [43]. These papers were translated into English by one of our multi-lingual authors and other colleagues who are native or fluent speakers. The papers included were published between 1964 and 2019.

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Fig 1. PRISMA flowchart of systematic review process.

Systematic review process, including databases, keywords, number of papers retrieved, inclusion and exclusion criteria and results from backwards and forwards searching [37].

https://doi.org/10.1371/journal.pone.0229128.g001

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Table 1. Quality analysis of papers included in this review, using a modified quality assessment tool for histological observational studies, adapted from Knijn et al. (2015) and Manterola and Otzen (2017) [38, 39].

https://doi.org/10.1371/journal.pone.0229128.t001

Demographic and anthropometric data

Samples included in the current literature varied according to the size studied, and within this by age, sex, pathology, and disease progression, as shown in Table 2. Individuals covered a broad age range, including intrauterine fetuses, from an undefined age to 93 years old. Anthropometric variables (weight and height) were included in one study [52]. This study investigated the hip capsular complex in one group of individuals; therefore, no inferences could be made from weight and height of these individuals as no comparisons were made. No other study investigated anthropometric variables such as height, weight, body mass index, pelvic or lower limb dimensions. No other demographic or anthropometric variables were studied in the included literature.

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Table 2. Demographic data of included groups from studies identified from the literature review.

https://doi.org/10.1371/journal.pone.0229128.t002

The demographics of samples varied considerably between the studies incorporated in this review. Three studies investigated the innervation of the capsular complex in individuals with no known pathology [28, 43, 46]. One study did not state if the specimens were healthy or pathological [40]. The other 17 studies only investigated the capsular complex or pseudocapsule with diverse pathology; these are displayed in Table 2. No study investigated the innervation of the healed capsular tissue. Seven studies compared findings from hip OA patients with other groups. The severity of the clinical diagnosis was recorded in eight studies. Some researchers define this according to diagnostic criteria of the joint the tissue was collected from [28, 44, 45, 50, 55]. These include the use of Bombelli’s classification [28, 59], Crowe classification [44, 60], the Harris hip score [50, 61], the Kellgren and Lawrence classification (which grades OA severity according to radiological findings) [44, 50, 62], and Tönnis classification [45, 55, 63]. This therefore allows for a small degree of comparison between studies. Others stated broad definitions for disease progression [49, 54, 58], such as “mild to moderate degenerative osteoarthritic changes” [49]. This highlights the numerous individual variables present between the samples studied in the current literature.

Methodological data

The literature presents a variety of methodologies to investigate the innervation of the capsular complex. In particular, the tissue origin and preparation varied considerably; this is outlined in Table 3. Only 13 studies reported the thickness of the section which ranged from 3–60 μm [28, 42, 4446, 4850, 5254, 56, 57].

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Table 3. Table representing tissue origin, basic preparation and storage represented in the literature.

https://doi.org/10.1371/journal.pone.0229128.t003

Fifteen studies stained tissue with immunohistochemical antibodies and histology stains, all of which used specimens obtained from surgery. Another four studies used only conventional histological methods [28, 43, 49, 58] and two studies did not disclose the stain used [40, 45]. Various histological stains were employed in these four studies: gold chloride staining [28, 49], Bielschowsky-Seto silver [43], haematoxylin and eosin (H&E), van Gieson [58], Luxol fast blue, silver impregnation of Glees, of Tibor-pap and of Gomori.

In the immunohistochemical studies, not all studies described their methodology extensively. Three studies stated the protocol employed to unmask antigens [4446]. Other studies did not disclose this information and therefore may have omitted this step. Many immunological markers were employed; these are displayed in Table 4. Each of these interact with different proteins, and therefore provide different results and insights of nerve expression and development.

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Table 4. Table representing details of the immunological markers for nerve tissue used in the current literature.

https://doi.org/10.1371/journal.pone.0229128.t004

Mechanoreceptors

Presence of mechanoreceptors.

The presence of mechanoreceptors has been studied in capsular tissue with no known pathology [28, 43, 46], yet these structures have only been found in two of three studies [28, 43]. One of these studies included an adult cohort [28] and the other did not disclose the age of the individuals that samples were obtained from [43]. Mechanoreceptors have not been described in foetuses using immunohistochemical techniques [46]. However, some research has indicated that nerve endings may develop in the capsule before the fetus is 9cm [40] (around 14 weeks in utero), yet the description of the development is unclear and this study has a high risk of bias as the methodology to mark these endings is not stated.

Ruffini, Pacinian and Golgi tendon organ mechanoreceptors have been reported in the hip joint capsular tissue of individuals with OA and other pathologies [28, 49, 58]. Some of this research did not specify which individuals expressed mechanoreceptors, thus preventing comparison between pathologies [58].

Mechanoreceptors have only been noted using conventional histology techniques to date. Most commonly these have been found using gold chloride staining [28, 49]. In contrast, when using immunological markers mechanoreceptors appear to be absent in the hip capsules of patients with developmental dysplasia of the hip (DDH) [46, 47, 55], cerebral palsy [47, 51], and in the post-operative pseudocapsule of those undergoing revision of their THA [34], which may indicate true absence or errors in methodologies. Mechanoreceptors appear to be present in the hip capsule; however, to date their presence has not been proven with immunohistochemical markers. This information is summarised in Table 5.

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Table 5. Comparison of studies representing the immunohistochemical marker types, tissue type and nerve tissue structures noted in literature.

https://doi.org/10.1371/journal.pone.0229128.t005

Distribution of mechanoreceptors.

Few studies have described the distribution of mechanoreceptors across the capsule according to their anatomical location [43, 49]. In healthy individuals, the majority of mechanoreceptors were noted in the ligament, in comparison to the synovium [43]. Analysis of capsular innervation of each of the capsular ligaments indicated that a higher density of mechanoreceptors are present superior-laterally in the iliofemoral ligament in both healthy patients [43] and those with OA [49] and also at the insertion into bone. Fewer mechanoreceptors are noted inferiorly and posteriorly in the pubofemoral and ischiofemoral ligament [43, 49]. The distribution of each of the different types of mechanoreceptors has not been studied to date [43, 49].

One study noted the relationship of mechanoreceptors to other structures [43]. Golgi tendon organs and Krause corpuscles appear to be homogenously spread across the capsule with a potential spatial relationship to blood vessels in healthy subjects. This relationship has not been studied in capsules from individuals with hip pathology. In summary, the hip capsule appears to have greater innervation superior-laterally, however, the studies investigating distribution have a moderate risk of bias, use different methods to divide the capsule therefore these findings cannot be generalized to the greater population.

Structural changes of mechanoreceptors with pathology.

There is general agreement that Pacinian, Ruffini and Golgi corpuscles are present in the hip capsule of individuals with no known pathology and patients with OA [28, 43]. However, this requires further clarification with regards to comparative density, location and structural proximities. One study noted that the morphology of mechanoreceptors in the capsule does not appear to differ between healthy individuals and those with OA [28]; however; others note destructive changes occur in mechanoreceptors in association to the progression of OA, causing damage to the mechanoreceptor’s capsule [41]. Qualitative analysis of the mechanoreceptors of the capsule and other soft tissue of the hip joint has been reported by one author, Moraes et al. (2011) [28] as follows:

  • Ruffini corpuscles (type I mechanoreceptor [29]) had a diameter of around 100 μm and were described as globular ramifications.
  • Pacinian corpuscles (type II mechanoreceptor [29]) had a diameter of around 50 to 100 μm, which were spherical in shape, and surrounded by external lamellas. Also, the similar Golgi-Mazzoni corpuscles have been noted in the hip capsule by Hosokawa [43].
  • Golgi tendon organ or Golgi corpuscles (type III mechanoreceptor [29]) were noted to be up to 400 μm, and helical in shape.

Krause end bulbs, which monitor temperature [41, 43], encapsulated branched endings, encapsulated branched corpuscles and special corpuscles [43] have also been identified in human hip capsules; however, their morphology has not been reported. Unclassified corpuscles (type V mechanoreceptors [29]) have not been found in the hip capsule, to date. It is unclear whether the morphology of mechanoreceptors differs between healthy and arthrosis groups.

Effect of osteoarthritis on mechanoreceptor density.

Osteoarthritis appears to reduce mechanoreceptor density, but to date no relationship has been noted with regards to demographic information, such as age or sex. The density of mechanoreceptors in the capsule has been quantified in patients with OA [28], but not any other pathology. The total number of mechanoreceptors was noted to be 0.044 per mm2 in those with OA [28] and 0.053 per mm2 in healthy individuals. However, these findings may not be applicable to all individuals, as this research only studied males and their findings combined the data from various soft tissues of the hip joint. In addition, the mean age of each of the groups differed by 21 years with 57 years for OA individuals and 36 years for non-OA cadavers. This therefore illustrates the many differing variables that occur simultaneously in the current literature.

A greater density of Pacinian and Ruffini corpuscles appear to be present in the hip capsules of both healthy individuals [28] and patients with OA [28, 49] compared to other mechanoreceptors. These mechanoreceptors act to monitor vibration and tensile loading, respectively. However, it is unclear if individuals have more Pacinian or Ruffini corpuscles in their hip capsular complex. When comparing the changes in density of specific mechanoreceptors in the hip capsules of those with and without OA Pacinian corpuscles are more greatly reduced in the OA group compared to the healthy group than the reduction in Ruffini corpuscles [28]. This may have an effect on biomechanical functioning of the joint, but more research is required to confirm this.

Overall, the literature has noted a few mechanoreceptors in the hip capsule across a small number of studies [28, 40, 43, 49, 58]; though they had limited sample sizes and also variance in the age and sex of samples studied. The current literature has been unable to note a relationship between mechanoreceptor distribution and anthropometric or demographic information. It is also unclear if mechanoreceptors are present in fetuses’ hip joint capsules [40, 46], whereas studies of healthy adults may have found mechanoreceptors [28], indicating that there may be changes in distribution according to age.

Free nerve endings

Presence of free nerve endings.

Consensus is present in studies using conventional histological and immunohistochemical markers that FNEs (type IV mechanoreceptors) are distributed across the hip capsule of healthy individuals [28, 43, 46], thus indicating the potential for a nociceptive role. FNEs have also been noted in those with OA [48], children with DDH [46, 47] and cerebral palsy [47, 51] with the immunohistochemical marker S100 alone [46] or in conjunction with other antibodies [47, 48, 51], as shown in Table 5. Despite these consistent findings, other authors have noted no FNEs with S100 alone in the hip capsules of those with DDH [55]. This may be a result of the use of an unsuitable stain, S100, which marks Schwann cells which are present as a thin layer or absent at the terminal portion of the free nerve ending. This suggests potential errors in these findings as a result of interpretation of FNEs. However, the absence of FNEs may also result from an irregular density of FNEs or alterations to FNE density that occur with pathology.

The presence of FNEs indicates the hip capsule plays a potential nociceptive role, as these are marked with sensory nerve markers: substance P, calcium gene-related peptide [53] and nociceptin [48]. However, other studies have been unable to report FNEs with the sensory marker NK1 [42], which interacts with substance P, indicating that these may be absent or may function to detect other modalities. The morphology of FNEs appears to be variable within healthy and OA patients [28, 43], but they generally do not appear to change between normal and OA groups [28]. The disparity in FNEs morphology may be a result of the presence of different subgroups of FNEs, including branched and unbranched nerve endings and unencapsulated glomerular endings [43]. This indicates that these FNEs may have different types of nociceptive functions. It is important to study these further in order to identify their morphology and functional significance.

Density of free nerve endings.

The overall density of free nerve endings appears to be greater in healthy individuals compared to those with osteoarthritis [28], indicating potentially greater nociceptive functioning and response to painful stimuli. However, this difference may not have a functional significance, as the difference appears to be negligible between the groups, the groups were not matched according to age, and a significant difference was not assessed. The findings also lack validity as this study only investigated the anterolateral region of the capsule and combined their findings on the hip capsule with other soft tissue structures from the hip joint. Furthermore, these changes may be different in other regions.

Free nerve endings also appear to be more abundant than Golgi corpuscles, but less abundant than Pacinian and Ruffini corpuscles [28]. However, the importance of the nociceptive response of the capsule cannot be inferred from this information as it is unknown what region the FNEs or mechanoreceptors serve, and if the differences in proportions correlates to sensitivity to changes in biomechanical or nociceptive influences.

Several methodological discrepancies are present between studies investigating FNEs as they employ several different measures to quantify FNEs [28, 46] which limits the comparison of this information. There is also inconsistency in the thickness of the sections obtained in these studies, from 4 μm to 60 μm, which may result in different densities reported or an inability to visualise structures. However, it is important to note that nerve expression was reported in 60 μm sections, which may be FNEs or other mechanoreceptors [54].

Individual variation may account for discrepancies in current literature as different densities of FNEs have been reported in different pathologies. This includes no difference in FNEs density between healthy controls and DDH patients [46], no FNEs in the capsule of individuals with DDH [55], OA, fractured neck of femur, idiopathic necrosis or rheumatoid arthritis [58]. Changes in the density of FNEs may be due to errors in methodologies employed, due to variations in age, disease progression or other individual variation.

Distribution of free nerve endings.

Literature is limited regarding description of the distribution of FNEs according to anatomical position in individuals with no known pathology [43], in patients with OA and other pathologies [48, 49]. In individuals with no known pathology the distribution or density of FNEs in comparison to other mechanoreceptors has not been defined [43]. However, research indicates that almost all nerve endings are present in the ligaments itself, compared to the synovium [43] and are mostly noted close to blood vessels [53], suggesting a functional relationship may be present, but this requires further study. In those with OA [49] and other pathologies [48] there is general agreement that the increased density of FNEs is present at the superior-lateral aspect compared to other regions of the capsule, the same region that more mechanoreceptors are thought to be located in healthy and individuals with OA [43, 49]. The inferior and posterior aspects of the capsule appear to lack FNEs, whereas they are evident in the anterior capsule [49], this is also consistent in healthy individuals [43].

Fewer FNEs appear to be present at the periphery of the capsule of individuals with various pathologies (AVN, CO, FAI, OA, SHD) compared to the medial and lateral aspects [48]. These findings are different to findings reported in subjects with no known pathology [43]. However, these studies may not be directly comparable as different regions of the capsule are investigated, resulting in the distribution of FNEs in the capsular complex still being unclear.

FNEs have also been noted in post-operative pseudocapsule tissue [34, 56], suggesting that innervation may persist postoperatively. However, this was not quantified, nor was the density compared to the preoperative tissue, or different regions of the capsule, healed capsule or pseudocapsule. However, the deeper layers of the pseudocapsule were found to have more FNEs than superficial layers [34]. There is no evidence to suggest that the increased density of FNEs present superior-laterally in the capsule [43, 48, 49] persists in the pseudocapsule. Further research is required to understand the changes in FNE distribution across the capsule following surgical intervention.

Influence of demographic variables on free nerve ending density.

The influence of demographic variables has been studied in relation to FNEs density in patients with pathology, but the influence of this is unknown in healthy individuals. In the hip capsule of pathological individuals sex has no correlation with FNE density, whereas there is a significant moderate negative relationship between age and FNE density [48]; however, this may be altered according to pathological state of the joint. In patients with a fractured neck of femur some FNEs have been noted, whereas no FNEs are present in the capsules of patients with OA or pain free THA [53]. This indicates that traumatic and progressive pathology may influence FNE density differently. However, in this study the distribution of FNEs was not quantified, nor was it measured in relation to anatomical location. This therefore indicates that further study is required.

Nerve fibres

Presence of nerve fibres.

The current literature has investigated the presence of nerve fibres with numerous immunohistochemical markers for the general, sensory and sympathetic nerves, as well as with conventional staining. The majority of studies investigating the innervation of the capsule in pathology have noted nerve fibres, including those with CP, DDH, FNF and OA [42, 44, 45, 5154]. Despite this, absence of nerve fibres has also been noted in DDH patients [55]. Nerve fibres have not been reported in the hip capsule of healthy individuals to date [28, 43, 46].

Sympathetic nerve fibres have been identified in the synovial tissue [45, 48, 52] and capsular ligaments [48], and also in the post-operative pseudocapsule [56]. Despite this the difference in quantity nerve expression in each structure has not been measured to date. Nor have differences been measured in relation to pain, age or sex. Concurrent to this, sensory nerves appear to be present, and these are both commonly located near blood vessels in the hip joint capsule [43, 53], and are subject to pathological changes concurrent to OA [58]. Furthermore, research indicates that there may be a relationship between sensory and sympathetic innervation of the hip synovium [52]. It is hypothesised that this balance may contribute to the pathogenesis and progression of OA [52]. However, further research is required to confirm this.

Pathology-dependent morphology.

The morphology is variable as these nerves are found as small and large bundles [38, 39], or as single fibres throughout the capsular complex [42, 45, 54]. Research has shown both myelinated and unmyelinated nerve fibres in the capsule of individuals with joint pathology [58], yet this study did not delineate in which individuals these were noted.

The course of these fibres are undulating with a few running in a straight orientation through the capsular ligament [53]. Some authors were unable to note the type of fibre, but found both large and small fibres [54], whereas others have found α and C nerve fibres in individuals with a fractured neck of the femur [53]. The calibre of nerve fibres has not been compared between pathologies to date.

Distribution of nerve fibres.

General agreement is present that there is increased nerve fibre density in the superior aspect of the capsule [48, 58], however the difference appears to be negligible as the distribution is also cited to be nearly homogenous throughout hip capsules [48]. Increased expression of nerve fibres has also been noted where the ligament attaches into the femur and acetabulum [48, 58]. Furthermore, nerves and small arteries and veins have been noted within a close proximity in the capsule [53, 58], suggesting a relationship may be present and thus that they may be targeted pharmacologically to manage pain or disease progression.

Influence of demographic variables on nerve fibre distribution.

The influence of age, sex and other demographic variables on the distribution of nerve fibres requires further investigation. One study suggested that a moderate negative correlation exists between age and nerve fibre density in the capsule of those with pathology (AVN, CO, FAI, OA, SHD), this indicates a potential functional decline with increasing age [48]. This relationship has not been studied across the capsule, nor has it been measured in other pathologies nor in healthy individuals. Further to this, no relationship has been noted between nerve fibre density and sex [48].

Effect of pain and pathology on nerve fibres.

Increased nerve fibre density may indicate a role in nociception, however research on nerve density in relation to pain in the hip capsule is inconclusive. Nerve fibres of the hip capsule appear to persist or proliferate in pathological states, as they have been found in the capsular complex of individuals with OA [44, 48, 50, 53], cerebral palsy [47, 51] and DDH [44]. Nerve expression appears to be increased in the hip capsule in relation to the sensation of pain in several pathologies, including OA [53], cerebral palsy [51] and DDH [44], suggesting a role in nociception.

Some nerve fibres appear present in the post-operative pseudocapsule of patients who have pain [34, 56, 57], while they are absent in the pseudocapsule of pain-free patients failed THA [53]. The presence of growth associated protein in the pseudocapsule indicates that proliferation of nerves may occur in association with pain [56]. This highlights a potential pharmacological target for management of pain in OA and other hip pathologies. Despite this, other investigations have failed to show a significant relationship between the density of neural tissue and pain scores [54], suggesting that other variables may affect nerve density.

Research notes different nerve expression between diseases, including an increase by around 2.5-fold in OA compared to individuals without OA [53], whereas no nerve fibres have been found in the capsule of individuals with a fractured femoral neck, which are assumed to have acute pain [50] and no long-standing disease. Significantly different expression is noted in OA, femoroacetabular impingement and avascular necrosis of the femoral head patients [48]. While others have found no difference in nerve density between fracture, idiopathic osteonecrosis, rheumatoid arthritis and OA groups [58]. This suggests that changes to density of innervation may be uniform across certain diseases, no change may occur or a change in nerve fibre density may occur due to numerous pathophysiological factors, such as disease progression and severity. In addition, there appears to be a moderate risk that this could be a false negative finding, resulting from an inappropriate methodology. The current literature indicates that the hip joint capsular complex plays a role in pain perception. However, nerve density may be a poor measure of the nociceptive role of the capsule, as it may be influenced by many variables, such as inflammatory markers [50], individual variation, as well as age [48] or sex.

Discussion

The reviewed literature provides a comprehensive overview of the innervation of the hip capsule based on histological and immunohistochemical studies. A key finding was the inconsistency in the results and the presentation of the methodology, including the age, sex and pathology of samples and techniques employed. This is clearly represented by the variable quality of studies. At present, no reliable data is available for the human hip capsule that substantiates if, and to what extent, the capsule is innervated by the various receptors and fibre qualities. Less invasive surgical techniques in THA with preservation and repair of the capsule have proven to significantly reduce postoperative dislocation rates [716]. However, it is unclear if this technique can achieve further beneficial outcomes, such as better proprioception and pain relief by maintaining capsular mechanoreceptors and nerve fibres.

Primary outcomes

Several primary outcomes have been noted from the literature, which may indicate the role of the innervation of the capsular complex.

1 It is unclear if the hip capsule is an organ of proprioception and evidence towards this is inconclusive.

The presence of mechanoreceptors noted in the literature [28, 43, 49, 58] suggests a potential proprioceptive role of the hip joint capsule. Further to this, the greater abundance of Pacinian corpuscles and Ruffini corpuscles [28, 49] compared to other mechanoreceptors indicates that the capsule may have a role in fast muscular response to joint movement, which is important in maintaining stability. However, in OA the combination of the decreased density of mechanoreceptors [28] and potential destructive changes to their morphology [41] may result in a reduced ability to sense and react to joint movements, a parameter that is thought to be important to prevent dislocation. The cause of changes in mechanoreceptor density remains unclear, but it may precede or be a result of the disease. Additionally, this may result in a loss of conduction of nerve signals in the latter stages of the disease, subsequently reducing potential proprioceptive function of the hip joint in OA compared to healthy individuals.

Information on mechanoreceptors lacks reliability partly indicated by the studies ‘low’ or ‘moderate’ quality and also the variety of methodologies employed. This therefore limits the conclusions that can be drawn and applied by the clinician treating the altered hip joint. Studies investigating healthy subjects appeared particularly limited, as these comprised of small sample sizes and unclear or unreliable methodologies. One study combined data from different tissue structures, therefore preventing comparison across structures and gaining specific knowledge on the hip capsule [28]. Numerous factors may explain the lack of mechanoreceptors detected using immunohistochemical methods including unsuitable stains and varying section thickness. Lack of mechanoreceptors may also result from a low level of protein present with nerve structures that is below the threshold detectable by immunohistochemical stains [53]. Additionally, failure to detect mechanoreceptors could be due to degradation of tissue, as a result of post mortem delay, omitting to measure mechanoreceptor density [50, 52, 54] or true absence of mechanoreceptors. The presence of mechanoreceptors cannot be reliably confirmed from the existing literature as immunological stains are more specific when staining nerve fibres and mechanoreceptors than using conventional histological staining methods [28, 64, 65]. Further research using these reliable methods are particularly important to determine presence of mechanoreceptors as some authors believe that proprioception is not be mediated by joint ligaments at all, and may be solely controlled by skin stretch receptors [26, 27, 66, 67], although this is also debated [6871].

Discrepancies in the mechanoreceptor density reported between studies may have occurred as a result of the various counting methodologies employed and variable use of measures to ensure good inter- and intra-rater reliability [28, 34, 49, 50, 55]. Although the majority of papers used the Freeman and Wyke [29] classification, or modifications of this, to identify mechanoreceptors, none have stated the use of a computerised identification. As research identifying immunological markers using computerised software compared to by a trained investigator produced highly similar results, this methodology may produce more reliable results [72]. Furthermore, computerised identification may be more efficient than manual assessment, and also could help prevent oversight in detecting mechanoreceptors. Further research into the innervation of the capsule must consider all the variables affecting the reliability of the methodology. It should also investigate the changes between other pathologies, age and between sexes and substantiate if mechanoreceptors are present in the capsular complex or if joint stability is controlled by receptors in other parts of the body.

2 The capsule may play a role in nociception of the hip joint, but this cannot be reliably inferred.

The presence of FNEs [28, 34, 46, 48, 51, 53, 56] (which are thought to transmit nociceptive signals, alongside nerve fibres in the capsule in pathological patients [42, 47, 48, 5055, 58]) indicates that the capsule may play a role in nociception. However, there is a debate as to whether increased nerve density is associated with pain in pathological individuals [47, 48, 51, 53, 54], or if these serve another modality. This disagreement may be due to the differences in pain intensity or demographic variables [54]. Furthermore, unsuitable methodologies may affect these results; an overestimation of density may be due to inaccurate measurement of nerve fibres in a cross section, as they have an undulating course. Overestimation may also occur from enhanced or initiation of synthesis of neural proteins in nerve fibres above the threshold that is usually detectable [53], rather than neurogenesis. Alternatively, increased neuronal sprouting may occur. Underreporting could result from inconsistent staining of nerve fibres with some immunological markers [51]. This may be a result of the loss of antigenic structure of the protein, which may occur in cadaveric tissue through decreased cell permeabilization [73]. In addition, immunohistochemical methods may be further improved; research on other joint ligaments has noted that other immunological markers may be more suitable alone or in combination, such as p75. The use of other immunological markers may increase the detection of FNEs as they may have different binding affinities [74], stain different aspects of the FNEs [75, 76] or produce more clearly stained FNEs [77]. In addition, no research has assessed the reliability of immunohistochemical markers in detecting FNEs in the hip capsule, to date. This indicates that nerve marker expression may be an invalid measure of pain, which could also be applied to inferring proprioceptive level by the density of mechanoreceptors.

Furthermore, the specific role of these nerves is unclear as few studies assess nerve fibres qualitatively [53, 54, 58]. Both α or c type fibres have been noted [53], but the relative density of each is not discussed; this is important as they have different conduction velocities and correspond to different mechanoreceptors. This information would be useful in ascertaining the proprioceptive and nociceptive function of the capsule. It should be noted that this information does not necessarily indicate the ability to transmit these signals, as it cannot be ensured that the sensory ending of these nerve fibres originates in the capsule. This is particularly important to note as these nerve fibres are predominantly undulating in their course [53], are variable [28, 43, 53], and may even affected by disease [41]. Further research is required to determine the contribution of FNEs to nociception in the hip joint, as the current literature may not reliably determine the function of the hip capsular complex, notably as these do not employ functional tests. Gaining greater understanding may be helpful in determining how they may be targeted to reduce pain.

Secondary outcomes

Numerous secondary outcomes are highlighted from this review; these highlight potential clinical outcomes which result from greater understanding of innervation of the capsular complex.

1 The superior-lateral aspect of the capsule may play a greater role than any other region in proprioception and pain perception of the hip joint.

However, greater understanding is required in regard to the distribution of capsular innervation according to its anatomical location. Generally, the superior-lateral aspect of the capsule [43, 48, 49], and at the attachment to bone [43, 49] has a greater density of innervation in all individuals regardless of existing pathologies (Fig 2], indicating regions of the capsule which should be avoided or handled with care during THA. However, nomenclature used to describe the parameters of the definition ‘superior’ and ‘inferior’ are inconsistent. These terms may relate to the bone or anatomical position and are not depicted diagrammatically in all studies, which make it difficult to apply these findings to the general population. Thus, further research with a distinct nomenclature is required to determine the distribution of mechanoreceptors, FNEs and nerve fibres in OA and healthy individuals. This is of clinical relevance as clinicians will attempt to preserve potential nociceptive and proprioceptive function and establish alternative surgical approaches to the hip joint, based on the anatomical descriptions of the innervation pattern. It may be hypothesized that minimal damage to capsular innervation may occur during THA with a posterior approach, with a minimally invasive incision that leaves the bony attachments of the ligament untouched. However, the literature appears inconclusive regarding which approach has better post-operative outcomes [78], yet it notes that capsular repair may be advantageous [7, 8].

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Fig 2. Diagram demonstrating the general agreement of innervation by mechanoreceptors I-V across the hip joint capsule.

(A) Anterior view of the left side, representing increased expression laterally and superior-laterally. (B) posterior view of the left side, showing increased expression laterally. Darker regions depict areas where the literature demonstrates greater agreement of higher density of innervation. Lighter areas are regions of general agreement of little to no innervation. D = distal, I = inferior, L = lateral, M = medial, P = proximal, S = superior. ASIS = anterior superior iliac spine, AIIS = anterior inferior iliac spine.

https://doi.org/10.1371/journal.pone.0229128.g002

Although, histological and immunohistochemical research indicates increased innervation in the superior-lateral aspect of the capsule [43, 49], a study on the gross anatomy indicates no innervation in the superior capsule between 1 o’clock and half past two (whereby the inferior acetabular notch corresponds to the 6 o’clock position) [79]. This finding may be due to an indirect origin of the nerves supplying this region, either from internally, or running through capsule from a more medial or lateral location, or due to anatomical variation. Discrepancy between these gross anatomical and histological findings may be a result of ex-vivo examination of the capsular ligaments. It is important to note that studies investigating distribution of innervation had moderate risk of bias, which was partially due to the limited methodological information provided. No study describes the methodology employed to retrieve the capsules anatomically. To simplify the interpretation, future studies should employ a clock face orientation to represent the findings, allow for comparison between studies and a possible application to clinical practice [22, 79]. Furthermore, gross anatomical study combined with immunohistochemical study may aid in understanding the relationship between density of mechanoreceptors in a region and the nerve fibres that contribute to this. This is particularly important as these nerves may be transected surgically, thus reducing the proprioceptive functioning of the hip joint. In addition, this may explain the better clinical outcomes resulting from THA with capsular repair via the posterolateral approach [7, 8], as the superior aspect of the capsule is left untouched.

2 Innervation of the pseudocapsule indicates that the capsule should be preserved and repaired during total hip arthroplasty.

The absence of mechanoreceptors in the pseudocapsule indicates that post-operative dislocation following THA with excision and thus without repair of the capsule may be attributed to a lack of reinnervation following the partial or complete removal of the native capsule. However, as only some individuals require revisions due to dislocation, the scarred pseudocapsule may partially contribute to the stability of the joint or some surgical approaches may preserve the innervation of the capsule. Furthermore, lower dislocation rates following THA with capsular repair [7, 8] indicates that physiological stability of the hip joint may be partially reestablished when the capsule is repaired. The current literature is unable to determine the role of innervation in the healed capsular tissue in maintaining joint stability as this has not been studied to date. In addition, the presence of a few FNEs in the pseudocapsule [34, 56] suggests that innervation may proliferate postoperatively, as supported by the presence of growth associated protein [56]. Current research is inconclusive as to what factors promote neurogenesis at the hip pseudocapsule [53]. Further research is required into pharmacological agents which may promote reinnervation of the hip capsular complex in those with capsular repair and without.

Variable factors may contribute to the reports of absence of mechanoreceptors and FNEs, including unsuitable methodologies or true absence. Furthermore, the role of the pseudocapsule cannot be inferred from the current literature as the preoperative innervation has not been studied in these individuals to date. Further investigation utilizing both histological and biomechanical investigation of proprioception may produce insightful results, as well as indicating the requirement for capsular repair.

3 Surgical management strategies of the capsule in total hip arthroplasty may be dependent on age and other individual variables.

Age appears to have a significant negative relationship with nerve fibre density in the hip capsule [48], however this is based upon a broad range of specimens with various pathologies. Despite this, research is unable to infer changes in proprioceptive or nociceptive function from nerve density in the hip capsule. Firstly, as mechanoreceptors were not described in this study [48]. Secondly, as the study omits to clearly delineate the presence of nerve fibres and FNEs [48], and the quantities of each. Thirdly, a cohort with various pathologies was studied; therefore, these findings lack specificity, as many confounding variables differed concurrently. Further investigations are required to clarify the relationship of age with innervation in healthy individuals.

Furthermore, the relationship between age and innervation may not be linear, as it could be related to the different stages of development of the hip joint. A relationship between development of the hip joint capsule and the pattern of innervation may be present [40]. Innervation of the anterior aspect of the capsule is thought to develop first, however this is based on a study with high risk of bias, an unclear description of nerve endings and with an absent methodology. It remains unknown if mechanoreceptors are present at birth [40, 46] in the human hip capsule complex, or if they appear during childhood or adolescence. The development of the capsule begins in utero [41] and the hip joint continues to develop up to the age of 35 years [80]. This indicates that the morphology of the capsule may be altered over a long period of time and therefore development may be influenced by many variables. Developmental changes have also been noted as indicators for hip joint degeneration later in life, and may also predispose the joint to denervation [81]. It is important to note numerous variables affect the progression of degeneration, as well as the density of innervation; this relationship may only be reliably studied in longitudinal studies.

Current literature lacks information on the changes in innervation according to other anthropometric and demographic variables, such as pelvic dimensions, ethnicity and sex, which may affect the density or distribution of innervation. This prevents research-informed suggestions for the surgical management of the hip joint that considers the capsule as a potential organ of proprioception. In particular, it is important to note that current studies on subjects with no known pathology have ‘moderate’ to ‘low’ risk of bias, numerous variables differ concurrently which makes it difficult to compare the findings across studies. These subjects are derived from cadaveric material donated to anatomy or pathology departments [28, 43], which tend to be from older individuals which may have a degree of pathology of the musculoskeletal system. Given that such research interests are ethically justified, ‘healthy’ cadaveric tissue could be best sampled from forensic institutes, who receive young donors with mostly traumatic causes of death.

Information on the density of innervation in young healthy subjects is lacking, suggesting that the literature may not be applicable to the greater population. One of the studies that notes mechanoreceptors in healthy individuals failed to mention the age or sex of the two donors studied [43]. While another study investigated fetuses, which were deemed as healthy, as they were terminated due to maternal factors [46]. Thus, it is unknown if these fetuses also had any developmental abnormalities, which could limit the application of these findings. Furthermore, many confounding variables are present between individuals studied, such as age and active movement, which may affect nerve density. This therefore prevents the relationship between nerve density and age from being inferred from other studies investigating OA patients, due to the lack of samples studied, abundance of individual differences and lack of reported data on the stage of disease. Although the literature indicates that age may have an effect on innervation [48], this has not been studied in a healthy cohort to date. Furthermore, this change in innervation may be concurrent to the changes in tensile properties that occur with age [22]. This indicates that surgical management may require alteration dependent on age and a different technique of capsular repair may be required in the elderly population in order to restore the proprioceptive functioning to close to its normal state. This may be necessary as in the elderly proprioceptive function is thought to be reduced as a normal part of aging. This therefore requires further study, as well as the effect of different pathologies and other demographics on innervation.

4 The potential relationship between the neural and vascular systems in the hip capsular complex may highlight areas for pharmaceutical and other therapeutic interventions.

A relationship may be present between the density of sympathetic and sensory nerves in the hip capsule synovium [52]. It has been hypothesised that a balance of sensory and sympathetic nerves is required for normal pain perception and tissue homeostasis to prevent joint degradation [52]. This may also play a role in the pathogenesis of degenerative joint disorders, such as OA [82]. The nerve density appears to be altered in the hip capsule synovium of patients with OA from the expected 1:1 ratio between tyrosine hydroxylase and substance P expressing nerves [52], shown to be normally exhibited in the knee joint synovium of healthy individuals [83]. However, this ratio has not been studied in the healthy hip joint to date. Furthermore, the relationship may differ according to pathology and the joint studied [52, 83, 84].

The pathogenesis of OA is complex as it involves the whole joint and many variables which may influence the density of nerves concurrent to OA progression [85]. The potential relationship between sensory and sympathetic nerves may be indirect and also regulated by numerous factors, including the immune response [8486]. These nerves may be targeted pharmacologically through the vascular system as they are commonly noted in close proximity to blood vessels [43, 48, 58]. Further research is required to determine the sympathetic innervation of the hip capsule in healthy individuals in order to understand if there are changes in pathology and the effect of this on pain perception.

Limitations of this review study

Few studies were noted in the literature, although a broad literature search was performed, encompassing several databases. This indicates that conclusions are based upon little comparable research, as they each employed different samples and methodologies. In addition, the literature search was performed in English, which may have excluded some relevant articles not included on these English databases, or using terms not included in the search criteria. Further to this, although the articles in languages other than English were translated by native and fluent speakers, the direct and detailed translation of these into English may have been misinterpreted. In addition, the review was not registered in PROSPERO prior to completion, as the authors were not aware of the necessity to internationally register systematic reviews when the project began. This would have, potentially, reduced the risk of reporting bias. However, it is important to note that several databases were reviewed, and papers were not excluded based on language, date, or location published, unless they lacked peer review.

Conclusions

The current literature highlights two primary outcomes and potential roles of the innervation of the capsule: firstly, in the mechanics of the hip joint and secondly in pain perception. These roles suggest the potential for pharmaceutical and surgical interventions aiming to preserve the innervation of the capsule close to its native and unaltered state.

A coherent map of the innervation of the hip capsule with respect to anatomical location, sex, age, and pathology is lacking. Many variables differ concurrently and therefore it is difficult to compare the different studies. Increased proprioceptive and nociceptive function may be present superior-laterally compared to other regions. This indicates that lower dislocation rates and post-operative pain may result from THA which repairs the capsule in the superior-lateral region or spares this region by employing a different approach. Furthermore, less post-operative pain may result from maintaining the normal capsular tissue and its innervation. In addition, a relationship may be present between age and nerve distribution, indicating that different techniques may be required during THA in the elderly population. However, further research is required to understand post-operative innervation following THA with and without repair of the capsule. Despite the literature noting the presence of mechanoreceptors in the capsule, research employing immunohistochemical methodologies have not been successful in identifying mechanoreceptors, to date. Conventional histological stains are thought to only highlight morphologically normal mechanoreceptors, which may result in underprediction of proprioceptive function. Further research is required employing suitable immunohistochemical techniques, in order to determine the proprioceptive role of the hip capsule and its contribution to the function of the hip joint.

General agreement is present that nerve fibres and FNEs are extensive across the capsule, however their potential role in nociception requires further study. Current research highlights a potential relationship between sympathetic and sensory nerves in the hip capsular complex, which may have implications on the inflammatory response and pain perception. However, further research is required to understand the role of this in healthy and pathological individuals. This may be important for developing new pharmacological therapies for pain management and the treatment of OA.

Many individuals have OA and undergo THA each year. Minimally invasive surgical techniques during THA with capsular preservation and repair have proved to be a highly successful treatment option with reduced complication rates, including decreased dislocation rates [716]. It is important to ascertain a greater understanding if the distribution of innervation is crucial to its success, to aid in determining whether or not the capsule should be retained in THA. After careful review of the literature, we propose that extensive study of the distribution of innervation is required. This should include quantitative analysis of the distribution of mechanoreceptors and nerve fibres across the capsule using immunohistochemical markers, including an assessment of changes that occur with age, pathology, side and sex.

Supporting information

Acknowledgments

The authors would like to thank Mr Kārlis Bērziņš for translating the Russian papers [40, 41] and Dr Kanae Umemoto [43] for translating the Japanese paper included in this review.

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