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Advan. Physiol. Edu. 32: 192-195, 2008; doi:10.1152/advan.90147.2008
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ADV PHYSIOL EDUC 32:192-195, 2008
© 2008 American Physiological Society

REFRESHER COURSE

Teaching ventilation/perfusion relationships in the lung

Robb W. Glenny

Departments of Medicine and of Physiology and Biophysics, University of Washington, Seattle, Washington

Address for reprint requests and other correspondence: R. W. Glenny, Univ. of Washington, Box 356522, Seattle, WA 98195 (e-mail: glenny{at}u.washington.edu)

Abstract

This brief review is meant to serve as a refresher for faculty teaching respiratory physiology to medical students. The concepts of ventilation and perfusion matching are some of the most challenging ideas to learn and teach. Some strategies to consider in teaching these concepts are, first, to build from simple to more complex by starting with a single lung unit and then adding additional units representing shunting, mismatch, and deadspace. Second, use simplified analogies, such as a bathtub, to help students conceptualize new ideas. Third, introduce the concept of alveolar to arterial O2 differences and the mechanisms for increasing differences as additional lung units are added. Fourth, use the consistent thread of causes of hypoxemia through the lecture to maintain continuity and provide clinical relevance. Finally, use clinically relevant examples at each step and solidify new concepts by discussing differential diagnoses at the end of the lecture(s).

Key words: gas exchange; education

THE CONCEPTS of ventilation and perfusion matching are some of the most challenging ideas to teach medical students learning respiratory physiology. These concepts form the basic foundation for lung function and are therefore key building blocks for their understanding of pathophysiology in the lung. It is imperative to have an approach that will allow students to initially grasp and then solidify their understanding of ventilation and perfusion relationships. This brief report will review some strategies for accomplishing these goals. It is helpful to keep the following tenents in mind while designing the educational lectures and materials: 1) build from simple to complex, 2) use simplified analogies to help students "visualize" the relationship between regional ventilation and perfusion, 3) integrate the concept of alveolar-arterial O2 differences as the models become more complex, 4) use the various mechanisms of hypoxemia as a consistent thread to hold the different parts of the lectures together, and 5) help students solidify their understanding of these new concepts by using clinically relevant examples of ventilation and perfusion relationships and demonstrate the relevance of the material they are learning to health care.

Beginning Simple

At an introductory level, the lung can be thought of as one large unit in which fresh air and deoxygenated blood are delivered to a single unit with exhaled gases and oxygenated blood leaving the unit. A simple schematic of this single unit is shown in Fig. 1 and can be used to introduce nomenclature and abbreviations to the students. A simple analogy, such as a bathtub, may help students visualize how the relationship between ventilation and perfusion determines the level of O2 or CO2 in the alveolar space. When used to explore determinants of alveolar PO2 (Formula), the level of water in the bathtub represents the level of O2 in the alveolus (Formula), ventilation (VA) bringing air with O2 into the alveolus is analogous to the spigot pouring water into the tub, and the O2 leaving the alveolus by way of blood flow (Q) is represented by the water leaving the tub via the drain (Fig. 2). If the amount of water coming in the spigot is greater than that leaving the drain, the water level (Formula) will rise. If the water leaving the drain is greater than the water coming in the spigot, the water level (Formula) will fall.


Figure 1
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Fig. 1. Schematic of a single lung unit for the introduction of concepts of ventilation and perfusion relationships. Formula 6, mean ventilation; PFormula 6, partial pressure in venous blood; CFormula 6, content in venous blood; Formula 6A, alveolar ventilation; PA, alveolar pressure; Formula 6, O2 leaving the alveolus by way of blood flow; Formula 6O2, O2 consumption.

 

Figure 2
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Fig. 2. Bathtub analogy for demonstrating the relationships between Formula 6A, Formula 6O2, and the local PO2 in the alveolus (Formula 6). Note that the spigot represents ventilation for O2. Formula 6, inspired PO2.

 
It must be acknowledged that this is a simplified model because, in reality, the level in the bathtub influences the flows in and out of the spigots and drains. However, as an initial simple model, it is readily understood by students. In addition, students should be shown that the level of CO2 in the alveolus is related to the spigot and drain flows but in an inverse relationship with O2 because CO2 delivery to the alveolus is via the blood and CO2 excretion is via ventilation (Fig. 3) . As O2 consumption and CO2 delivery are tightly tied to local blood flow (Q), a high ventilation-to-perfusion ratio (V/Q ratio) will produce an increased Formula and a decreased alveolar PCO2 (Formula), whereas a low V/Q ratio will result in a decreased Formula and an increased Formula. The take-home message from this introduction is that Formula and Formula are determined by the ratio between VA and Q. Students can easily see that the levels of O2 and CO2 are related inversely through shared ventilation and blood flow (Fig. 4). This is an especially important concept because it sets the stage for understanding why hypoxemia occurs due to hypoventilation.


Figure 3
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Fig. 3. Bathtub analogy for demonstrating the relationships between Formula 6A, CO2 delivery (Formula 6CO2), and the local PCO2 in the alveolus (Formula 6). Note that the drain represents ventilation for CO2.

 

Figure 4
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Fig. 4. Formula 6 and Formula 6 are inversely related due the converse effects of ventilation. Hyperventilation (Formula 6< 40 mmHg) results in increased Formula 6 and decreased Formula 6. Hypoventilation (Formula 6< 40 mmHg) causes decreased Formula 6 and hypoxemia.

 
Mathematical equations can be intimidating to students, but if they comprehend the concepts the equations embody, the students are more likely to understand and remember the equations. With the bathtub analogy as a foundation, the concept and equation for determining PO2 in a lung unit can be introduced. Under steady-state conditions, the amount of O2 consumed must be equal to the amount of O2 removed from inhaled air, as follows:

Formula 1(1)

where Formula 1O2 is O2 consumption, FIO2 is the fraction of inspired O2, and FAO2 is the fraction of alveolar O2 (1). For those students who have had cardiovascular physiology, it is nice to show the similarities between Eq. 1 and the Fick principle for measuring Formula 1O2. By rearranging Eq. 1 as follows:

Formula 2(2)

and changing the fractions of gases to partial pressures, one can arrive at the following equation (1):

Formula 3(3)

where Formula 3 is the inspired PO2 and PB is barometric pressure. This equation represents the concept that the level of O2 in the alveolus (Formula 3) is determined by the difference between what comes in (Formula 3) and the amount taken out [(Formula 3O2/Formula 3A) x (PB – 47 mmHg)]. Formula 3 is determined from FIO2 times PB [Formula 3x (PB – 47 mmHg)]. The second term of Eq. 3 can be estimated from a surrogate for the ratio between Formula 3O2 and Formula 3A that is more easily obtained. Using the PCO2 in arterial blood (Formula 3) as an estimate of alveolar CO2 and the respiratory quotient (R), the second term of Eq. 3 can be estimated by Formula 3/R. The following all-important alveolar gas equation falls out of these relatively simple mathematical gymnastics:

Formula 4(4)

It is very important to solidify the concept that the alveolar equation represents the balance between O2 delivery to the alveolus and O2 removal through the blood and is dependent on the ratio between regional V and Q. Some students and instructors falsely interpret the alveolar gas equation to mean that as the level of CO2 rises, the level of O2 must decrease because partial pressures of all gases must sum to PB. The concept that needs to be highlighted is that Formula 4 drops with hypoventilation due to a decrease in the V/Q ratio and that Formula 4 rises because of the same change in V/Q (Fig. 4). Conversely, PAFormula 4 increases and Formula 4 decreases with hyperventilation due to an increase in the V/Q ratio. One can think of Formula 4 as a marker of hypoventilation (low V/Q = high Formula 4) or hyperventilation (high V/Q = low Formula 4).

The definition of hypoxemia (PaO2 less than normal for the subject's age) and the first two of the five causes of hypoxemia can be introduced at this point. A decrease in Formula 4, as encountered at high altitude, will lead to hypoxemia if there is not a compensatory increase in minute ventilation. Students should be reminded that Formula 4 does not change with altitude and the decreasing PB results in a lower Formula 4. A decrease in Formula 4A (hypoventilation) will lead to hypoxemia. Hence, the first two causes of hypoxemia are low Formula 4 and hypoventilation.

Due to asymmetries in the airway and vascular geometry and due to differences in ventilation and perfusion between the top and bottom of the lung, the lung is much more complicated than a single gas exchanging unit. As a next step in building a more complex model of gas exchange in the lung, students can be introduced to regions of shunt (V/Q = 0) and dead space (V/Q = {infty}). The bathtub concept holds for each of these regions, with Formula 4 and Formula 4 being determined solely by the local V/Q of each region. These V/Q relationships and their expected partial pressures of gases are shown in Fig. 5. In fact, there is a spectrum of V/Q relationships throughout the lung, with shunt and dead space representing the two ends of the distribution (Fig. 6).


Figure 5
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Fig. 5. Three different lung regions with ventilation-to-perfusion ratios (V/Q ratios) of 0 (left), 1 (middle), and {infty} (right). The expected PO2s are shown for each region. Formula 6, venous PO2.

 

Figure 6
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Fig. 6. Distribution of lung regions with different V/Q ratios throughout the normal lung. Most of the lung has regions with V/Q ratios near 1.0. Shunt (V/Q = 0) and dead space (V/Q = {infty}) represent the ends of the distribution. Formula 6, capillary O2 content; Formula 6, arterial O2 content.

 
To comprehend the effect of V/Q heterogeneity within the lung on arterial gas pressures, students need to understand the concepts of gas partial pressures and contents in blood and be introduced to the shape of the hemoglobin dissociation curve. With this information in mind, students should be introduced to the concepts of how a distribution of V/Q regions can contribute to hypoxemia. Low V/Q regions will contribute blood with low contents of O2 and produce hypoxemia. However, the content of blood coming from high V/Q regions is not significantly greater than that from normal V/Q regions, and high V/Q regions will not be able to compensate for the low V/Q regions. Hence, V/Q mismatch contributes to gas exchange inefficiencies, but only low V/Q regions cause hypoxemia.

One measure of the heterogeneity of V/Q distributions in a lung is the alveolar to arterial O2 difference [{Delta}(A – aO2)]. Because end-capillary blood gases are usually completely equilibrated with alveolar gases, there should not be any difference between PO2 in postalveolar capillaries (Formula 4) and the Formula 4 within a given lung unit. However, with a distribution of V/Q ratios, there will be a distribution of Formula 4(see Fig. 6). The low V/Q regions will cause the PO2 to be lower in the capillary (and eventually) arterial blood than the mean alveolar value and hence a widened {Delta}(A – aO2) (Fig. 7). The word "difference" should be stressed over "gradient" because the gap between Formula 4 and PaO2 is due to a difference in V/Q ratios and not a gradient in PO2 from the alveolar space into the blood. A third cause of hypoxemia is now apparent to the students: V/Q mismatching. The difference between V/Q mismatch and the first two causes of hypoxemia is that V/Q mismatch has a widened {Delta}(A – aO2), whereas hypoventilation and low Formula 4 have normal {Delta}(A – aO2).


Figure 7
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Fig. 7. Schematic demonstrating that heterogeneity of V/Q regions causes an increase in the alveolar to arterial O2 difference [{Delta}(A – aO2)]. The Formula 6 increases very little in high V/Q regions due to the shape of the hemoglobin-oxygen dissociation curve. The slight increase in Formula 6 from high V/Q region is not enough to offset the decrease in Formula 6 from the low V/Q region. The resultant {Delta}(A – aO2) is therefore widened with V/Q heterogeneity.

 
Shunt is the extreme example of V/Q mismatch and a fourth cause of hypoxemia. With local shunt, a fraction of the total blood returning to the lung does not exchange gases, and this blood has a content of O2 equal to that of mixed venous blood. The O2 content of the arterial blood is simply a weighted average of the O2 content of the shunted blood flow [fraction of shunted blood flow compared with total blood (Qs/Qt) times the O2 content of venous blood] and the remaining fraction (1 – Qs/Qt) times the O2 content of blood that undergoes gas exchange (Formula 4), as follows:

Formula 5(5)

where Qs and Qt are the blood flow through the shunt and entire lung, respectively. This equation can be easily manipulated to produce the following formula for calculating the shunt fraction in an individual:

Formula 6(6)

By measuring the arterial (Formula 6) and venous (Formula 6) O2 content of blood that undergoes gas exchange and by estimating Formula 6 from the alveolar gas equation, the fraction of shunted blood (Qs/Qt) can be calculated. Due to deoxygenated blood returning to the left atrium from the thebesian veins and from the bronchial circulation of the airways, there is a normal (anatomic) shunt of ~5% in normal individuals. It is this anatomic shunt that contributes to the normal {Delta}(A – aO2) of ~10 mmHg in young subjects. As we grow older, there is increasing V/Q mismatch that contributes further to the widening {Delta}(A – aO2) with age.

Hypoxemia due to shunt can be differentiated from that due to low V/Q in that hypoxemia from shunt does not improve with increasing Formula 6. This is due to the fact that the shunted blood does not come in contact with alveoli that have a much increased PO2 and the blood that does exchange gas is not able to increase its content significantly as the hemoglobin is nearly completely saturated in the normal V/Q region before adding supplemental O2. In contrast, the Formula 6 in low V/Q regions increases with a higher Formula 6, and the blood to these regions will have an increased capillary content of O2 that will produce a higher Formula 6.

A fifth cause of hypoxemia is diffusion limitation, which is rarely seen even in pathological conditions such as pulmonary edema. The hypoxemia of pulmonary edema is due to low V/Q regions rather than an inability of O2 to diffuse across thickened alveolar membranes. Hypoxemia due to diffusion limitation can be seen in elite athletes, such as thoroughbred race horses and some humans, where a huge cardiac output causes such short transit times through the alveolar capillaries that the blood is not able to fully oxygenate. This will result in a decreased Formula 6 and a widened {Delta}(A – aO2).

The above foundation of information can be strengthened through an algorithm for identifying causes of hypoxemia in patients (Fig. 8). This approach also provides an opportunity to present case scenarios and a clinically relevant application for medical students. A typical case includes a young man found unresponsive who is hypoxemic and has a normal {Delta}(A – aO2). The normal {Delta}(A – aO2) provides evidence for hypoventilation and normal lung function and is consistent with a narcotic overdose. A complementary case involves a young woman who is very anxious, hypoxic, and has a widened {Delta}(A – aO2). The widened {Delta}(A – aO2) is consistent with asthma, and there is a high likelihood of V/Q mismatch as the cause of hypoxemia.


Figure 8
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Fig. 8. Algorithm for approaching the patient with hypoxemia. Use of the alveolar gas equation and the subject's response to supplemental O2 can help sort out the underlying mechanism of hypoxemia. Formula 6, fraction of inspired O2.

 
In summary, teaching ventilation and perfusion relationships in the lung introduces new concepts that are challenging for medical students but very relevant to clinical care. As with all complex concepts, it is best to begin simple with a single lung unit and build toward greater complexity. An intuitive model such as a bathtub can be used to provide insights as to how gas partial pressures are determined by the ratio between regional ventilation and perfusion. One of the most important concepts is that the levels of O2 and CO2 are linked but inversely related through V/Q ratios. All of this new information can be woven around a story of the five causes of hypoxemia. {Delta}(A – aO2) can be used as a measure of the V/Q distribution in the lung and is helpful in narrowing differential diagnoses in clinical cases.

Received for publication May 27, 2008. Accepted for publication July 9, 2008.

REFERENCE

  1. Culver BH. Gas exchange in the lung. In: Clinical Respiratory Medicine (3rd ed.), edited by Albert RK, Spiro AG, Jett JR. Philadelphia, PA: Mosby Elsevier, 2008.




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