{"title":"A trilogy of the oculomotor system Part II - active, passive, and dissipative forces Part III - diagnostic tests.","authors":"Harley E A Bicas","doi":"10.5935/0004-2749.2025-0242","DOIUrl":null,"url":null,"abstract":"<p><p>In Part II, this paper addresses ocular motions, their causes (forces), and the governing laws, beginning with the fundamental question: Why do the eyes move? Ocular rotations and different types of translations (ocular, orbital, and corporeal) are reviewed. The discussion then turns to how the eyes move, where concepts such as the plane of muscular action, torque, and arc of contact provide possible explanations for the anatomical arrangement of the ocular muscles within the orbit. Sherrington's law of reciprocal innervation is used to explain the distribution of muscular active forces in a conservative mechanical system, but in combination with Hering's law, it may prevent eye rotation (e.g., isometric contractions of antagonist muscles of an asymmetrical convergence). Normally, however, the limitation of an eye rotation is determined by passive forces, evoked by muscular activity itself, particularly natural muscular elasticity. Thus, elongation of an antagonist muscle may passively restrict the active contraction of an agonist. In addition to mechanisms for initiating rotation (active forces) and stopping it (passive forces), the oculomotor system also requires a means of dissipating energy (dissipative forces) to initiate subsequent movements. Hence, it cannot function as a perfectly conservative system of forces. The paper concludes with a review of \"selective\" effects of muscle function (due to the sparse distribution of fibers), the role of intermuscular membranes (and pulleys), and mechanical considerations of surgical procedures, such as muscular transpositions to alter or abolish actions (e.g., bifid reinsertions). Part III will address the diagnostic complexities of the oculomotor system, general treatment principles, and ocular fixation (eye and head positions). Although the basic concept of the primary position is relativized, the absolute need for referential conditions in defining, qualifying, and measuring strabismus is emphasized. The prim-diopter is challenged due to its lack of \"linearity\" relative to angular units, and an alternative is proposed. Methods of examining oculomotor disturbances are outlined, including monocular rotations (ductions), and tests to differentiate between muscular deficiencies and opposing forces. Techniques for identifying the site of a rotational restriction are described, followed by approaches to measuring ocular deviations in diagnostic positions. The concepts of muscular overactions and underactions are analyzed before introducing the concept of diagnostic muscle pairs. Classical knowledge about deviations caused by deficient or restricted muscle actions reinforces the theory of distribution of rotational ocular muscles by diagnostic pairs. For vertical deviations, \"underactive\" muscle pairs must be separately matched (e.g., RSR with LIR, RIO with LSO). Since vertical recti exert stronger vertical actions than oblique muscles, head tilts are recommended to enhance stress on both pairs, mainly by additional stimulation of oblique muscles. Classical diagnostic directions then align with the objective horizontal plane. The article concludes with peropertative oculomotor testing and a broad protocol for evaluating oculomotor imbalance.</p>","PeriodicalId":8397,"journal":{"name":"Arquivos brasileiros de oftalmologia","volume":"89 2","pages":"e20250242"},"PeriodicalIF":1.0000,"publicationDate":"2026-02-27","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"Arquivos brasileiros de oftalmologia","FirstCategoryId":"3","ListUrlMain":"https://doi.org/10.5935/0004-2749.2025-0242","RegionNum":4,"RegionCategory":"医学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"2026/1/1 0:00:00","PubModel":"eCollection","JCR":"Q3","JCRName":"OPHTHALMOLOGY","Score":null,"Total":0}
引用次数: 0
Abstract
In Part II, this paper addresses ocular motions, their causes (forces), and the governing laws, beginning with the fundamental question: Why do the eyes move? Ocular rotations and different types of translations (ocular, orbital, and corporeal) are reviewed. The discussion then turns to how the eyes move, where concepts such as the plane of muscular action, torque, and arc of contact provide possible explanations for the anatomical arrangement of the ocular muscles within the orbit. Sherrington's law of reciprocal innervation is used to explain the distribution of muscular active forces in a conservative mechanical system, but in combination with Hering's law, it may prevent eye rotation (e.g., isometric contractions of antagonist muscles of an asymmetrical convergence). Normally, however, the limitation of an eye rotation is determined by passive forces, evoked by muscular activity itself, particularly natural muscular elasticity. Thus, elongation of an antagonist muscle may passively restrict the active contraction of an agonist. In addition to mechanisms for initiating rotation (active forces) and stopping it (passive forces), the oculomotor system also requires a means of dissipating energy (dissipative forces) to initiate subsequent movements. Hence, it cannot function as a perfectly conservative system of forces. The paper concludes with a review of "selective" effects of muscle function (due to the sparse distribution of fibers), the role of intermuscular membranes (and pulleys), and mechanical considerations of surgical procedures, such as muscular transpositions to alter or abolish actions (e.g., bifid reinsertions). Part III will address the diagnostic complexities of the oculomotor system, general treatment principles, and ocular fixation (eye and head positions). Although the basic concept of the primary position is relativized, the absolute need for referential conditions in defining, qualifying, and measuring strabismus is emphasized. The prim-diopter is challenged due to its lack of "linearity" relative to angular units, and an alternative is proposed. Methods of examining oculomotor disturbances are outlined, including monocular rotations (ductions), and tests to differentiate between muscular deficiencies and opposing forces. Techniques for identifying the site of a rotational restriction are described, followed by approaches to measuring ocular deviations in diagnostic positions. The concepts of muscular overactions and underactions are analyzed before introducing the concept of diagnostic muscle pairs. Classical knowledge about deviations caused by deficient or restricted muscle actions reinforces the theory of distribution of rotational ocular muscles by diagnostic pairs. For vertical deviations, "underactive" muscle pairs must be separately matched (e.g., RSR with LIR, RIO with LSO). Since vertical recti exert stronger vertical actions than oblique muscles, head tilts are recommended to enhance stress on both pairs, mainly by additional stimulation of oblique muscles. Classical diagnostic directions then align with the objective horizontal plane. The article concludes with peropertative oculomotor testing and a broad protocol for evaluating oculomotor imbalance.
在第二部分中,本文将讨论眼球运动、眼球运动的原因(力)和控制规律,并从一个基本问题开始:为什么眼球会运动?回顾了眼旋转和不同类型的平移(眼,眶和身体)。然后讨论眼睛是如何运动的,其中肌肉运动平面、扭矩和接触弧等概念为眼窝内眼肌的解剖排列提供了可能的解释。Sherrington’s law of reciprocal neuration用于解释保守机械系统中肌肉主动力的分布,但与Hering’s law结合使用,可能会阻止眼球旋转(例如,不对称收敛的拮抗肌的等距收缩)。然而,通常情况下,眼睛转动的限制是由被动力量决定的,由肌肉活动本身引起,特别是自然肌肉弹性。因此,拮抗剂肌肉的伸长可能被动地限制激动剂的主动收缩。除了启动旋转(主动力)和停止旋转(被动力)的机制外,动眼肌系统还需要一种耗散能量(耗散力)的手段来启动后续运动。因此,它不能作为一个完全保守的力系统。本文最后回顾了肌肉功能的“选择性”影响(由于纤维的稀疏分布),肌间膜(和滑轮)的作用,以及外科手术的机械考虑,例如肌肉转位来改变或取消动作(例如,双裂再插入)。第三部分将讨论动眼肌系统诊断的复杂性、一般治疗原则和眼固定(眼睛和头部位置)。虽然主要位置的基本概念是相对的,但在定义、鉴定和测量斜视时绝对需要参考条件。由于其相对于角单位缺乏“线性”,因此提出了一种替代方案。概述了检查眼动障碍的方法,包括单眼旋转(导视)和区分肌肉缺陷和反作用力的测试。描述了识别旋转限制部位的技术,随后介绍了在诊断位置测量眼偏差的方法。在介绍诊断肌肉对的概念之前,先分析了肌肉过度动作和欠动作的概念。关于肌肉运动不足或受限引起的偏差的经典知识通过诊断对加强了旋转眼肌分布的理论。对于垂直偏差,“不活跃”肌肉对必须单独匹配(例如,RSR与LIR,里约热内卢与LSO)。由于垂直直肌比斜肌发挥更强的垂直作用,建议头部倾斜,主要通过额外刺激斜肌来增强对两对肌肉的压力。然后经典的诊断方向对准物镜水平面。本文总结了术前动眼肌测试和评估动眼肌失衡的广泛方案。
期刊介绍:
The ABO-ARQUIVOS BRASILEIROS DE OFTALMOLOGIA (ABO, ISSN 0004-2749 - print and ISSN 1678-2925 - (ABO, ISSN 0004-2749 - print and ISSN 1678-2925 - electronic version), the official bimonthly publication of the Brazilian Council of Ophthalmology (CBO), aims to disseminate scientific studies in Ophthalmology, Visual Science and Health public, by promoting research, improvement and updating of professionals related to the field.