Surrogate bone materials are often used in testing when natural bone is not obtainable, or if more consistent mechanical properties are required than what would be found in a natural material that is not as homogeneous. For example, surrogate bone material is used to evaluate the performance of machine tools used in the medical industry [1], or to obtain diagnostic information such as limb loading or implant behavior [2–4]. One of the primary challenges in developing a bone surrogate material is the ability to accurately mimic the material properties of natural cortical bone, including its rate and orientation mechanical response. In addition to having the correct material response, a surrogate material must also be biocompatable in order to not pose a health risk if used as an implant, such as mechanical fasteners and bone adhesives. Mechanical fasteners are extensively used for traumatic injury [5, 6] and adhesives are actively researched in order to find the ideal chemical composition that allows for temporary fixation while the body has time to regrow and heal [7]. This body of work investigates rate-dependent behavior as a function of microstructure in dry ox cortical bone compared to a commercially available dry cortical bone surrogate, and determines the role microstructure plays in the dynamic fragmentation of these materials.
Material Microstructure
Cortical bone is commonly classified as an organic composite made from three primary components: the osteon, cement lines, and Haversian canals that are interconnected orthogonally by Volkmann canals [8–10]. A schematic of the microstructure is provided in Fig. 1. The osteons act as longitudinal support structures within the cortical bone and are bonded together along cement lines, while the Haversian canals are the pathways for interstitial fluid and pass through the center of the osteon [11]. With this configuration, cortical bone can be treated as a transversely isotropic material with a preferential longitudinal direction parallel to the osteons [12, 13].
The orientation of cortical bone within the human body determines the physiological response during impact events in everyday motion, as well as under extreme loading conditions. It should be noted that while the orientation dependence of the osteon has a large effect on the overall strength of the bone, there are other systems acting in unison that provide support, such as tendons, ligaments, and overall mineral content [14, 15]. For this work, the physiological sub-components are not considered in the response of the material and the focus is on how the microstructure of cortical bone and a cortical bone surrogate material affects the uniaxial compressive quasi-static and dynamic material response, and resulting fragmentation.
Bone Background
Extensive studies on cortical bone have been performed to help characterize the behavior of this naturally hierarchical structure [16–20]. Uniaxial compression testing of cortical bone is typically performed at strain-rates of 10−3 s−1 to 103 s−1 which represents physiological loading rates of mammals walking or lightly exercising to high impact events such as falls or automobile accidents. Insight on typical strain-rate behavior of human bone has been gained through in-vivo testing of cortical tibia bone subjected to light and moderate loading activity [16]. Generally speaking, cortical bone is well adapted to the human body by absorbing greater energy during impact loading due to its strain-rate sensitivity. Testing in literature is typically focused on human and bovine cortical bone. These materials are, in a general sense, comparable since they have a similar microstructures (i.e. the periodicity and size of osteons and cement lines) and constitutive responses. Often bovine bone is used in instances where human bone may be difficult to acquire or poses biological issues such as communicable diseases.
Early studies on the compressive strength of cortical bone by McElhaney [17] provided insight into its strain-rate behavior. Testing was performed in quasi-static loading and using a drop-weight compression test on wet bovine femoral specimens. Measured compressive strength was 175 ± 32 and 365 ± 38 MPa, respectively. Testing on embalmed-dry human femoral bone was 15% weaker at both rates [17]. Conventional uniaxial dynamic compression tests performed with a Kolsky (split-Hopkinson) bar have also been used to characterize cortical bone and to investigate the strain-rate sensitivity behavior [18–20]. A more recent study by Sanborn et al. [18] on human femoral bone yielded similar compressive strengths, with longitudinal strength of 152 ± 22 MPa at a strain-rate of 10−3 s−1 increasing to 319 ± 24 MPa at 103 s−1. When loaded in the transverse orientation, the strengths decreased to 87 ± 22 MPa at 10−3 s−1 and 179 ± 26 MPa at 103 s−1 [18].
Compression testing at strain-rates of 103 s−1 were carried out by Adharapurapu et al. [19] on both wet and dried bovine femoral cortical bone. They reported average results which show that cortical bone has a longitudinal strength of 459 to 556 MPa for wet and dried bone, and 296 to 363 MPa for transverse strength in the same conditions [19]. Similar compression testing performed by Ferreira et al. [20] on wet bovine femoral cortical bone found an ultimate compressive strength of 240 ± 66 to 281 ± 42 MPa for transverse and longitudinal orientations, respectively.
The spread of results in similar testing highlights the variability in specimens for the same mammalian species and bone type (femoral cortical), as well as comparisons to human specimens. The cause for variability can come from physical traits such as specimen age post-mortem [21] or age of the animal prior to harvesting the bone [22]. Variability also can arise from the storage and preservation methods used in other work [23].
The first case of specimen age was investigated by Tennyson et al. for bovine femoral bone in which they found a 33 % reduction in stiffness after letting the specimen age in cold water for a span of 14 days [21]. The second case relates to the breakdown of bone that accumulates within the body as it ages. Qualitative studies of the breakdown process were done on human femoral bone by Schaffler et al. [22] by observing the quantity of microcracks in specimens with age and noting a large increase in microcrack density over the age of 40 with a greater density in female specimens. Quantitative data that supports Schaffler’s findings was obtained by Zioupos et al. [24] in their research on fracture toughness values, stiffness, and strength of human femoral cortical bone showing a reduction in all three with increase in age. A study of the ideal storage conditions for bone by Stefan et al. suggest that if storage is required, it is best to freeze wet bone instead of using a preservation or embalming approach which can chemically alter the bone, and hence alter the mechanical properties [23].
Research on the fracture properties of both bovine and human cortical bone have been performed to help characterize the behavior with respect to the loading orientation and rate. Notable work in this field came from Bonfield and Behiri where they determined the off-axis relation for fracture toughness using fresh-frozen bovine femoral bone that was recovered with Ringer’s solution in compact tension tests. Longitudinal loading gave a measured \(K_c\) value of 3 MPa\(\sqrt{\mathrm{m}}\) which increased to 6.5 MPa \(\sqrt{\mathrm{m}}\) in the transverse orientation [25]. More recently, the rate-dependent anisotropic fracture properties of wet human cortical bone in four-point bend was examined by Shannahan et al. [26], determining a quasi-static mode-I (opening) stress intensity factor upon crack initiation of 8.4 MPa \(\sqrt{\mathrm{m}}\), and a dynamic mode-I stress intensity factor of 2.6 MPa \(\sqrt{\mathrm{m}}\). Their results suggest that the conventional assumption of isotropy is a conservative estimate for bone fracture initiation at low loading rates, but overestimates fracture strength at dynamic loading rates [26]. A thorough review of the fracture behavior of human and bovine specimens has been compiled by Ritchie et al. [12].
Fragmentation Background
Previous studies on the fragmentation of cortical bone tend to not focus on the mechanics of the process, but rather, are more limited to archaeological surveys of mammalian bone fragments [27, 28]. Pioneering studies of engineering (i.e. nonbiological) material fragmentation were carried out by Mott [29] during the Second World War to better understand how shell casing and explosive ordinances break apart. His work focused on modeling the material as a rapidly expanding ring that produced distributions of fragment sizes depending on the expansion rate of the ring and any localized hardening [29]. It has since been shown for many brittle materials, including structural ceramics such as boron carbide (B4C) [30] and aluminum oxynitride (AlON) [31], that fragmentation resulting from dynamic compressive loading produces a range of resulting fragment sizes that can be directly correlated to the microstructural inherent flaws and failure mechanisms [32]. The fragmentation of boron carbide tested under uniform dynamic compression was investigated by Hogan et al. and found that fragments for hard ceramics follow a bimodal distribution. The two modes indicate failure as a structural process (larger fragments) or as a secondary process from Poisson effects that produces smaller fragments [30]. In general, it has been shown for these structural ceramics that distributions of fragment sizes will vary depending on the material and applied strain-rate [33]. Ductile materials typically have an exponential fragment size distribution while brittle materials tend to follow a power-law distribution [34, 35]. One advantage of utilizing the power-law distribution is that it is not dependent on a characteristic fragment length (typically an average fragment size). Leveraging these findings, this study explores the dynamic fragmentation of two nominally brittle materials with differing microstructures from traditional structural ceramics. This effort will be accomplished by testing the mechanical response of dry ox and bone surrogate at varying strain-rates and orientations and analyzing the resulting fragmentation characteristics as a function microstructure.