United States
Environmental Protection
Agency
Environmental Criteria a id
Assessment Office
Washington DC 20460
600/8 ••; 020dF
•t 1986
Research and Development
Air Quality Criteria for
Ozone and  Other
Photochemical
Oxidants
VolumelVofV

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                      EPA-600/8-84-020dF
                             August 1986
   Air Quality Criteria
  for Ozone and Other
Photochemical Oxidants

      VolumelVofV
    Environmental Criteria and Assessment Office
   Office of Health and Environmental Assessment
      Office of Research and Development
      U.S. Environmental Protection Agency
      Research Triangle Park, N.C. 27711

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                                DISCLAIMER
     This document has been reviewed in accordance with U.S.  Environmental
Protection Agency policy and approved for publication.   Mention of trade
names or commercial products does not constitute endorsement or
recommendation.
                                    ii

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                                   ABSTRACT
     Scientific information is presented and evaluated relative to the health
and welfare effects associated with exposure to ozone and other photochemical
oxidants.   Although it is not intended as a complete and detailed literature
review, the document covers pertinent literature through early 1985.

     Data on health and welfare effects are emphasized, but additional infor-
mation is provided for understanding the nature of the oxidant pollution pro-
blem and for evaluating the reliability of effects data as well as their
relevance to potential exposures to ozone and other oxidants at concentrations
occurring in ambient air.  Information is presented on the following exposure--
related topics:  nature, source, measurement, and concentrations of precursors
to ozone and other photochemical oxidants; the formation of ozone and other
photochemical oxidants and their transport once formed; the properties, chem-
istry, and measurement of ozone and other photochemical oxidants; and the
concentrations of ozone and other photochemical oxidants that are typically
found in ambient air.

     The specific areas addressed by chapters on health and welfare effects
are the toxicological appraisal of effects of ozone and other oxidants; effects
observed in controlled human exposures; effects observed in field and epidemio-
logical studies; effects on vegetation seen in field and controlled exposures;
effects on natural and agroecosystems; and effects on nonbiological materials
observed in field and chamber studies.
                                       m

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                        AIR QUALITY CRITERIA FOR OZONE
                       AND OTHER PHOTOCHEMICAL OXIDANTS
                                                                           Page

VOLUME I
   Chapter 1.     Summary and Conclusions 	     1-1

VOLUME II
   Chapter 2.     Introduction 	.	     2-1
   Chapter 3.     Properties, Chemistry, and Transport of Ozone and
                 Other Photochemical Oxidants and Their, Precursors 	     3-1
   Chapter 4.     Sampling and Measurement of Ozone and Other
                 Photochemical Oxidants and Their Precursors 	     4-1
   Chapter 5.     Concentrations of Ozone and Other Photochemical
                 Oxidants in Ambient Air	     5-1

VOLUME III
   Chapter 6.     Effects of Ozone and Other Photochemical Oxidants
                 on Vegetation 	     6-1
   Chapter 7.     Effects of Ozone on Natural Ecosystems and Their
                 Components 	     7-1
   Chapter 8.     Effects of Ozone and Other Photochemical Oxidants
                 on Nonbiologi cal Materi als 	     8-1

VOLUME IV
   Chapter 9.     Toxicological Effects of Ozone and Other
                 Photochemical Oxidants 	     9-1

VOLUME V
   Chapter 10.   Controlled Human Studies of the Effects of Ozone
                 and Other Photochemical Oxidants 	     10-1
   Chapter 11.   Field and Epidemiological  Studies of the Effects
                 of Ozone and Other Photochemical Oxidants 	     11-1
   Chapter 12.   Evaluation of Health Effects Data for Ozone and
                 Other Photochemical Oxidants 	     12-1
                                       iv

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                               TABLE OF CONTENTS
                                                                           Page

LIST OF TABLES 	     viii
LIST OF FIGURES 	     ix
LIST OF ABBREVIATIONS 	     xii 1
AUTHORS, CONTRIBUTORS, AND REVIEWERS	     xiv

9.  TOXICOLOGICAL EFFECTS OF OZONE AND OTHER PHOTOCHEMICAL OXIDANTS ...     9-1

     9.1 INTRODUCTION 	     9-1

     9.2   REGIONAL DOSIMETRY IN THE RESPIRATORY TRACT 	     9-3
           9.2.1   Absorption in Experimental Animals 	     9-4
                   9.2.1.1  Nasopharyngeal Absorption		,.     9-4
                   9.2.1.2  Lower Respiratory Tract Absorption 	     9-5
           9.2.2   Ozone Dosimetry Models	     9-6
                   9.2.2.1  Modeling Nasal Uptake	     9-6
                   9.2.2.2  Lower Respiratory Tract Dosimetry
                             Models	     9-6
           9.2.3   Predictions of Lower Respiratory Tract Ozone
                   Dosimetry Modeling	     9-10
                   9.2.3.1  Illustration of Dosimetry Simulations 	     9-11
                   9.2.3.2  Comparison of Simulations to Experimental
                             Data	'.     9-14
                   9.2.3.3  Uses of Predicted Dose	     9-15

     9.3   EFFECTS OF OZONE ON THE RESPIRATORY TRACT	     9-16
           9.3.1   Morphological Effects	     9-16
                   9.3.1.1   Sites Affected	     9-16
                   9.3.1.2   Sequence in which Sites are Affected
                             as a Function of Concentration and
                             Duration of Exposure 	     9-41
                   9.3.1.3   Structural Elements Affected	     9-42
                   9.3.1.4   Considerations of Degree of Suscepti-
                             bility to Morphological Changes	     9-46
           9.3.2   Pulmonary Function Effects 	     9-52
                   9.3.2.1   Short-Term Exposure 	     9-52
                   9.3.2.2   Long-Term Exposure 	     9-57
                   9.3.2.3   Airway Reactivity 	     9-62
           9.3.3   Biochemically Detected Effects	     9-73
                   9.3.3.1   Introduction	     9-73
                   9.3.3.2   Antioxidant Metabolism	     9-73
                   9.3.3.3   Oxidative and Energy Metabolism	     9-88
                   9.3.3.4   Monooxygenases 	  .     9-92
                   9.3.3.5   Lactate Dehydrogenase and Lysosomal
                             Enzymes 	     9-95
                   9.3.3.6   Protein Synthesis	     9-98
                   9.3.3.7   Lipid Metabolism and Content of the
                             Lung 	     9-108

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                      TABLE OF CONTENTS (continued)
                                                                      Page

              9.3.3.8   Lung Permeability	     9-110
              9.3.3.9   Proposed Molecular Mechanisms of
                        Effects 	     9-113
      9.3.4   Effects on Host Defense Mechanisms		     9-119
              9.3.4.1   Mucociliary Clearance	     9-120
              9.3.4.2   Alveolar Macrophages 	     9-125
              9.3.4.3   Interaction with Infectious Agents 	     9-132
              9.3.4.4   Immunology	     9-141
      9.3.5   Tolerance 	     9-144

9.4   EXTRAPULMONARY EFFECTS OF OZONE 	     9-153
      9.4.1   Central Nervous System and Behavioral Effects 	     9-153
      9.4.2   Cardiovascular Effects 	     9-158
      9.4.3   Hematological and Serum Chemistry Effects 	     9-159
              9.4.3.1   Animal Studies - In Vivo Exposures 	     9-159
              9.4.3.2   In Vitro Studies ...7777	     9-166
              9.4.3.3   Changes in Serum	     9-170
              9.4.3.4   Interspecies Variations	     9-172
      9.4.4   Reproductive and Teratogenic Effects 	     9-173
      9.4.5   Chromosomal and Mutational Effects 	     9-176
              9.4.5.1   Chromosomal Effects of Ozone 	     9-176
              9.4.5.2   Mutational Effects of Ozone 	     9-189
      9.4.6   Other Extrapulmonary Effects 	     9-190
              9.4.6.1   Liver	     9-190
              9.4.6.2   The Endocrine System	     9-197
              9.4.6.3   Other Effects 	     9-204

9.5   EFFECTS OF OTHER PHOTOCHEMICAL OXIDANTS	     9-205
                                                                      9-205
                                                                      9-206
                                                                      9-209
                                                                      9-209

9.6   SUMMARY 	     9-217
                                                                      9-217
                                                                      9-218
                                                                      9-221
                                                                      9-221
                                                                      9-224
                                                                      9-228
                                                                      9-235
                                                                      9-243
                                                                      9-244
              9.6.4.1   Central Nervous System and Behavioral
                        Effects 	     9-245
              9.6.4.2   Cardiovascular Effects  	     9-245
              9.6.4.3   Hematological and Serum Chemistry
                        Effects 	     9-246
                                 VI
EFFECTS OF OTHER PHOTOCHEMICAL OXIDANTS 	
9. 5. 1 Peroxyacetyl Nitrate 	
9.5.2 Hydrogen Peroxide 	
9.5.3 Formic Acid 	
9.5.4 Complex Pollutant Mixtures 	
SUMMARY 	
961 Introduction 	
9.6.2 Regional Dosimetry in the Respiratory
9.6.3 Effects of Ozone on the Respiratory Ti
9631 Morphological Effects 	
9632 Pulmonary Function 	
9.6.3 3 Biochemical Effects 	
9.6.3.4 Host Defense Mechanisms ....
9 6.3 5 Tolerance 	
9.6.4 Extraoulmonarv Effects of Ozone 	 ,







Tract 	
"act 	







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                      TABLE OF CONTENTS (continued)
                                                                      Page
              9.6.4.4   Cytogenetic and Teratogenic Effects 	     9-247
              9.6.4.5   Other Extrapulmonary Effects	     9-248
      9.6.5   Interaction of Ozone with Other Pollutants 	     9-249
      9.6.6   Effects of Other Photochemical Oxidants 	     9-252
9.7   REFERENCES	     9-257

      APPENDIX A 	      A-l
                                 VII

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                                LIST OF TABLES
Table                                                                      Page

9-1   Morphological effects of ozone 	     9-17
9-2   Effects of ozone on pulmonary function:  short-term exposures ...     9-53
9-3   Effects of ozone on pulmonary function:  long-term exposures 	     9-58
9-4   Effects of ozone on pulmonary function:  airway reactivity 	     9-63
9-5   Changes in the lung antioxidant metabolism and oxygen
      consumption by ozone 	     9-75
9-6   Monooxygenases 	     9-93
9-7   Lactate dehydrogenase and lysosomal enzymes 	 	     9-96
9-8   Effects of ozone on lung protein synthesis 	     9-99
9-9   Effects of ozone exposure on lipid metabolism and content of
      the 1 ung	     9-109
9-10  Effects of ozone on lung permeability  	     9-111
9-11  Effects of ozone on host defense mechanisms:   deposition and
      clearance		     9-122
9-12  Effects of ozone on host defense mechanisms:   macrophage
      alterations	     9-126
9-13  Effects of ozone on host defense mechanisms:   interactions
      with infectious agents	     9-135
9-14  Effects of ozone on host defense mechanisms:   mixtures  	     9-138
9-15  Effects of ozone on host defense mechanisms:  immunology 	     9-142
9-16  Tolerance to ozone 	     9-147
9-17  Central nervous system and behavioral  effects of ozone  	     9-154
9-18  Hematology:  animal—in vivo exposure  	     9-160
9-19  Hematology:  animal--Tn vitro exposure	     9-167
9-20  Hematology:  human--i_n vitro exposure  	     9-168
9-21  Reproductive and teratogenic effects of ozone 	     9-175
9-22  Chromosomal  effects from rn vitro exposure to high ozone
      concentrations 	     9-177
9-23  Chromosomal  effects from ozone concentrations at or below
      1960 ug/m3 (1 ppm) 	     9-179
9-24  Mutational effects of ozone 	     9-184
9-25  Effects of ozone on the 1 iver 	     9-191
9-26  Effects of ozone on the endocrine system, gastrointestinal
      tract, and urine 	     9-198
9-27  Effects of complex pollutant mixtures  	     9-211
9-28  Summary Table: morphological effects of ozone in experimental
      animals 	     9-226
9-29  Summary Table: effects on pulmonary function of short-term
      exposures to ozone in experimental animals	     9-230
9-30  Summary Table: effects on pulmonary function of long-term
      exposures to ozone in experimental animals 	     9-232
9-31  Summary Table: biochemical changes in  experimental animals
      exposed to ozone 	     9-237
9-32  Summary Table: effects of ozone on host defense mechanisms in
      experimental animals	     9-242
9-33  Summary Table: extrapulmonary effects  of ozone in experimental
      animal s	     9-251
9-34  Summary Table: interaction of ozone with other pollutants in
      experimental animals 	 	     9-254

                                      viii

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                                LIST OF FIGURES


Figure                                                                     Page

9-1   Predicted tissue dose for several trachea!  03 concentrations
      for rabbit and guinea pig 	      9-12
9-2   Tissue dose versus ozone for rabbit and guinea pig and tissue
      dose versus airway generation for human.  Trachea!  03 concen-
      tration is 500 ug/m3 (0.26 ppm) 	      9-13
9-3   Intracellular compounds active in antioxidant metabolism of
      the 1 ung	      9-73
9-4   Summary of morphological effects in experimental animals
      exposed to ozone 	      9-225
9-5   Summary of effects of short-term ozone exposures on pulmonary
      function in experimental animals 	    _  9-229
9-6   Summary of effects of long-term ozone exposures on pulmonary
      function in experimental animals 	      9-231
9-7   Summary of biochemical changes in experimental animals
      exposed to ozone	      9-236
9-8   Summary of effects of ozone on host defense mechanisms in
      experimental animals 	      9-241
9-9   Summary of extrapulmonary effects of ozone in experimental
      animals 	      9-250
9-10  Summary of effects in experimental animals exposed to ozone
      combined with other pollutants 	      9-253

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                             LIST OF ABBREVIATIONS

A-V                              Atrioventricular
ACh                              Acetylcholine
AChE                             Acetylcholinesterase
AM                               Alveolar macrophage
AMP                              Adenosine monophosphate
ATP                              Adenosine triphosphate
ATPS                             ATPS condition (ambient temperature and pressure,
                                 saturated with water vapor)
BTPS                             BTPS conditions (body temperature, barometric
                                 pressure, and saturated with water vapor)
CC                               Closing capacity
C.                               Dynamic lung compliance
CHEM                             Gas-phase chemiluminescence
C.                               Lung compliance
C. .                             Static lung compliance
CMP                              Cytidine monophosphate
CNS                              Central nervous system
CO                               Carbon monoxide
COHb                             Carboxyhemoglobin
COLD                             Chronic obstructive lung disease
COMT                             Catechol-o-methyl-transferase
COp                              Carbon dioxide
CPK                              Creatine phosphokinase
CV                               Closing volume
D.                               Diffusing capacity of the lungs
D. CO                             Carbon monoxide diffusing capacity of the lungs
DNA                              Deoxyribonucleic acid
E                                Elastance
ECG, EKG                         Electrocardiogram
EEG                              Electroencephalogram
ERV                              Expiratory reserve volume
FEF                              The maximal forced expiratory flow achieved
   fflSX
                                 during an FVC test

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                      LIST OF ABBREVIATIONS (continued)

FEF                              Forced expiratory flow
FEF?nn -,?nn                      Mean forced expiratory flow between 200 ml and
      -                          im ml Qf the pvc |-formerly caneC| the maximum
                                 expiratory flow rate (MEFR)].
                                 Mean forced expiratory flow during the middle
                                 half of the FVC [formerly called the maximum
                                 mid-expiratory flow rate (MMFR)].
                                 Instanteous forced expiratory flow after 75% of
                                 the FVC has been exhaled.

FEV                              Forced expiratory volume
FIVC                             Forced inspiratory vital capacity
f«                               Respiratory frequency
FRC                              Functional residual capacity
FVC                              Forced vital capacity
G                                Conductance
G-6-PD                           Glucose-6-phosphate dehydrogenise
G.,,                              Airway conductance
 aW
GMP                              Guanosine monophosphate
GS-CHEM                          Gas-solid chemiluminescence
GSH                              Glutathione
GSSG                             Glutathione disulfide
Hb                               Hemoglobin
Hct                              Hematocrit
HO*                              Hydroxy radical
H20                              Water
1C                               Inspiratory capacity
IRV                              Inspiratory reserve volume
IVC                              Inspiratory vital capacity
j/
 o                               Average mucous production rate per unit area
LDH                              Lactate deyhydrogenase
LuV0                             Lethal dose (50 percent)
LM                               Light microscopy
LPS                              Lipopolysaccharide
                                       XI

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                      LIST OF ABBREVIATIONS (continued)

MAO                              Monamine oxidase
MAST                             Kl-coulometric (Mast meter)
    *
max VV                           Maximum ventilation
max VQ«                          Maximal aerobic capacity
MBC                              Maximum breathing capacity
MEFR                             Maximum expiratory flow rate
MEFV                             Maximum expiratory flow- volume curve
MetHb                            Methemoglobin
MMFR or MMEF                     Maximum mid- expiratory flow rate
MNNG                             N-methyl-N'-nitrosoguanidine
MPO                              Myeloperoxidase
MVV                              Maximum voluntary ventilation
NBKI                             Neutral buffered potassium iodide
(NH4)2S04                        Ammonium sulfati
N02                              Nitrogen dioxide
NPSH                             Non-protein sulfhydryls
Oy                               Oxygen
Op-                              Oxygen radical
0,                               Ozone
                                 Alveolar-arterial oxygen pressure difference
PABA                             Para- ami nobenzoic acid
P.COp                            Alveolar partial pressure of carbon dioxide
PaCO«                            Arterial partial pressure of carbon dioxide
PAN                              Peroxyacetyl nitrate
P.02                             Alveolar partial pressure of oxygen
PaOp                             Arterial partial pressure of oxygen
PEF                              Peak expiratory flow
PEFV                             Partial expiratory flow- volume curve
PG                               Prostaglandin
pH3                              Arterial pH
  3
PHA                              Phytohemagglutinin
P.                               Transpulmonary pressure
PMN                              Polymorphonuclear leukocyte
PPD                              Purified protein derivative

                                      xi i

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                      LIST OF ABBREVIATIONS (continued)

PA                              Static transpulmonary pressure
PUFA                             Polyunsaturated fatty acid
R                                Resistance to flow
Raw                              Airway resistance
RBGs                             Red blood cells
RC011                            Collateral resistance
R,                                Total pulmonary resistance
RQ, R                            Respiratory quotient
R^.                              Tissue resistance
RV                               Residual volume
SaOp                             Arterial oxygen saturation
SCE                              Sister chromatid exchange
Se                               Selenium
SEM                              Scanning electron microscopy
SGaw                             Specific airway conductance
SH                               Sulfhydryls
SOD                              Superoxide dismutase
SO,                              Sulfur dioxide
SPF                              Specific pathogen-free
SRaw                             Specific airway resistance
STPO                             STPD conditions (standard temperature and
                                 pressure, dry)
TEM                              transmission electron microscopy
TGV                              Thoracic gas volume
TIC                              Trypsin inhibitor capacity
TIC                              total lung capacity
TRH                              Thyrotropin-releasing hormone
TSH                              Thyroid-stimulating hormone
TV                               Tidal volume
UFA                              Unsaturated fatty acid
UHP                              Uridine monophosphate
UV                               Ultraviolet photometry
V.                               Alveolar ventilation
V./Q                             Ventilation/perfusion ratio

                                      xiii

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                      LIST OF ABBREVIATIONS (continued)

VC                               Vital capacity
VCXL                             Carbon dioxide production
VQ                               Physiological dead space
Vp                               Dead-space ventilation
^D anat                          Anatomical dead space
VV                               Minute ventilation; expired volume per minute
Vj                               Inspired volume per minute
V.                               Lung volume
V                                Maximum expiratory flow
VOp                              Oxygen uptake
VOo, Q02                         Oxygen consumption
125j                             Radioactive iodine
5-HT                             5-hydroxytryptamine
6-P-GD                           6-phosphogluconate dehydrogenase

                           MEASUREMENT ABBREVIATIONS

g                                gram
hr/day                           hours per day
kg                               kilogram
kg-ffl/inin                         ki 1 ogram-meter/mi n
L/min                            liters/min
ppm                              parts per million
mg/kg                            milligrams per kilogram
mg/m                             milligrams per cubic meter
min                              minute
ml                               milliliter
mm                               millimeter
|jg/m                             micrograms per cubic meter
urn                               micrometers
jjM                               fflicromolar
sec                              second
                                       xiv

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                     AUTHORS, CONTRIBUTORS, AND REVIEWERS


Chapter 9:  Toxicological Effects of Ozone and Other Photochemical Oxidants

Principal Authors
Dr. Donald E. Gardner
Northrop Services, Inc.
Environmental Sciences
P.O. Box 12313
Research Triangle Park, NC  27709
Dr. Judith A. Graham
Health Effects Reearch Laboratory
MD-82
U.S. Environmental Protection Aency
Research Triangle Park, NC  27711

Dr. Susan M. Loscutoff
16768 154th Ave., S.E.
Renton, WA  98055

Dr. Daniel B. Menzel
Laboratory of Environmental Toxicology
  and Pharmacology
Duke University Medical Center
P.O. Box 3813
Durham, NC  27710

Dr. Daniel L. Morgan
Laboratory of Environmental Toxicology
  and Pharmacology
Duke University Medical Center
P.O. Box 3813
Durham, NC  27710

Dr. John H. Overton, Jr.
Health Effects Research Laboratory
MD-82
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711
Mr. James A. Raub
Environmental Criteria and
  Assessment Office
MD-52
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Dr. Stephen C. Strom
Department of Radiology
Duke University Medical Center
P.O. Box 3808
Durham, NC  27710

Dr. Walter S. Tyler
Department of Anatomy
School of Veterinary Medicine
University of California,
Davis, CA  95616
                                      xv

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Contributing Authors

Mr. James R. Kawecki
TRC Environmental Consultants, Inc.
701 W. Broad Street
Falls Church, VA  22046

Dr. Frederick J. Miller
Health Effects Research Laboratory
MD-82
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Ms. Elaine D. Smolko
Laboratory of Environmental Toxicology
 and Pharmacology
Duke University Medical Center
P.O. Box 3813
Durham, NC  27710

Dr. Jeffrey L. Tepper
Northrop Services, Inc.
Environmental Sciences
P.O. Box 12313
Research Triangle Park, NC  27709
                                       xvi

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Authors also reviewed individual sections of the chapter.  The following addi-
tional persons reviewed this chapter at the request of the U.S.  Environmental
Protection Agency.  The evaluations and conclusions contained herein, however,
are not necessarily those of the reviewers.
Dr. Karim Ahmed
Natural Resources Defense Council
122 East 42nd Street
New York, NY  10168
Dr. Ann P. Autor
Department of Pathology
St. Paul's Hospital
University of British Columbia
Vancouver, British Columbia
Canada  V6Z1Y6
Dr. David V. Bates
Department of Medicine
St. Paul's Hospital
University of British Columbia
Vancouver, British Columbia
Canada  V6Z1Y6

Dr. Philip A. Bromberg
Department of Medicine
School of Medicine
University of North Carolina
Chapel Hill, NC  27514

Dr. George L. Carlo
Dow Chemical, U.S.A.
1803 Building, U.S. Medical
Midland, MI  48640

Dr. Larry D. Claxton
Health Effects Research Laboratory
MD-68
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711
Dr. Donald L. Dungworth
Department of Veterinary Pathology
School of Veterinary Medicine
University of California
Davis, CA  95616
Dr.  Richard Ehrlich
Life Sciences Division
Illinois Institute of Technology
  Research Institute
Chicago, IL  60616

Dr.  Robert Frank
Department of Environmental
  Health Sciences
Johns Hopkins School of Hygiene
  and Public Health
615 N. Wolfe Street
Baltimore, MD  21205

Dr.  Milan J. Hazucha
School of Medicine
Center for Environmental Health
  and Medical Sciences
University of North Carolina
Chapel Hill, NC  27514

Dr.  Donald H. Horstman
Health Effects Research Laboratory
MD-58
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711
Dr. Steven M. Horvath
Institute of Environmental
University of California
Santa Barbara, CA  93106
Stress
Dr. George J. Jakab
Department of Environmental
  Health Sciences
Johns Hopkins School of Hygiene
  and Publie-Health
615 N. Wolfe St.
Baltimore, MD  21205

Dr. Robert J. Kavlock
Health Effects Research Laboratory
MD-67
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711
                                      xvn

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                              Reviewers (cont'd)
Dr.  Thomas J.  Kulle
Department of Medicine
School of Medicine
University of Maryland
Baltimore, MD  21201

Dr.  Michael D.  Lebowitz
Department of Internal Medicine
College of Medicine
University of Arizona
Tucson, AZ  85724
Dr. Robert C. MacPhail
Health Effects Research Laboratory
MD-74B
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Dr. William F. McDonnell
Health Effects Research Laboratory
MD-58
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Dr. Myron A. Mehlman
Environmental Affairs and
  Toxicology Department
Mobil Oil Corporation
P.O. Box 1026
Princeton, NJ  08540
Dr. Harold A. Menkes
Department of Environmental
  Health Sciences
Johns Hopkins School of Hygiene
  and Public Health
615 N. Wolfe Street
Baltimore, MD  21205
Dr.  Phyllis J.  Mullenix
Forsyth Dental  Center
140 The Fenway
Boston, MA  02115
Dr.  Mohammad G.  Mustafa
Division of Environmental and
  Nutritional Sciences
School of Public Health
University of California
Los Angeles, CA  90024

Dr.  Russell P.  Sherwin
Department of Pathology
University of Southern California
Los Angeles, CA  90033
Dr. Robert J. Stephens
Division of Life Sciences
SRI International
333 Ravenwood Avenue
Menlo Park, CA  94025

Dr. David L. Swift
Department of Environmental
  Health Sciences
Johns Hopkins School of Hygiene
  and Public Health
615 N. Wolfe Street
Baltimore, MD  21205

Ms. Beverly E. Tilton
Environmental Criteria and Assessment
  Office
MD-52
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Dr. Jaroslav J. Vostal
Executive Department
General Motors Research Laboratories
Warren, MI  48090
                                     xvm

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                            SCIENCE ADVISORY BOARD
                    CLEAN AIR SCIENTIFIC ADVISORY COMMITTEE
     The substance of this document was reviewed by the Clean Air Scientific
Advisory Committee of the Science Advisory Board in public sessions.
                             SUBCOMMITTEE ON OZONE
                                   Chairman

                              Dr.  Morton Lippmann
                                   Professor
                     Department of Environmental Medicine
                      New York University Medical Center
                            Tuxedo, New York  10987
                                    Members
Dr. Mary 0. Amdur
Senior Research Scientist
Energy Laboratory
Massachusetts Institute of Technology
Cambridge, Massachusetts  02139

Dr. Eileen G. Brennan
Professor
Department of Plant Pathology
Martin Hall, Room 213, Lipman Drive
Cook College-NJAES
Rutgers University
New Brunswick, New Jersey  08903

Dr. Edward D. Crandall
Professor of Medicine
School of Medicine
Cornell University
New York, New York  10021

Dr. James D. Crapo
Associate Professor of Medicine
Chief, Division of Allergy, Critical
  Care and Respiratory Medicine
Duke University Medical Center
Durham, North Carolina  27710
Dr.  Robert Frank
Professor of Environmental Health
  Sciences
Johns Hopkins School of Hygiene
  and Public Health
615 N.  Wolfe Street
Baltimore, Maryland  21205

Professor A. Myrick Freeman II
Department of Economics
Bowdoin College
Brunswick, Maine  04011

Dr.  Ronald J. Hall
Senior Research Scientist and Leader
Aquatic and Terrestrial Ecosystems
  Section
Ontario Ministry of the Environment
Dorset Research Center
Dorset, Ontario  POA1EO

Dr.  Jay S. Jacobson
Plant Physiologist
Boyce Thompson Institute
Tower Road
Ithaca, New York  14853
                                      xix

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Dr. Warren B. Johnson
Director, Atmospheric Science Center
SRI International
333 Ravenswood Avenue
Menlo Park, California  94025

Dr. Jane Q. Koenig
Research Associate Professor
Department of Environmental Health
University of Washington
Seattle, Washington  98195

Dr. Paul Kotin
Adjunct Professor of Pathology
University of Colorado Medical School
4505 S.  Yosemtte, #339
Denver,  Colorado, 80237

Dr. Timothy Larson
Associate Professor
Environmental Engineering and
  Science Program
Department of Civil Engineering
University of Washington
Seattle, Washington  98195

Professor M. Granger Morgan
Head, Department of Engineering
  and Public Policy
Carnegie-Mellon University
Pittsburgh, Pennsylvania  15253

Dr. D.  Warner North
Principal
Decision Focus Inc., Los Altos
  Office Center, Suite 200
4984 El  Camino Real
Los Altos, California 94022

Dr. Robert D. Rowe
Vice President, Environmental and
  Resource Economics
Energy and Resources Consultants, Inc.
207 Canyon Boulevard
Boulder, Colorado  80302
Dr. George Taylor
Environmental Sciences Division
P.O. Box X
Oak Ridge National Laboratory
Oak Ridge, Tennessee  37831

Dr. Michael Treshow
Professor
Department of Biology
University of Utah
Salt Lake City, Utah  84112

Dr. Mark J. Utell
Co-Director, Pulmonary Disease Unit
Associate Professor of Medicine and
  Toxicology in Radiation Biology
  and Biophysics
University of Rochester Medical
  Center
Rochester, New York  14642

Dr. James H. Ware
Associate Professor
Harvard School of Public Health
Department of Biostatisties
677 Huntington Avenue
Boston Massachusetts  02115

Dr. Jerry Wesolowski
Air and Industrial Hygiene Laboratory
California Department of Health
2151 Berkeley Way
Berkeley, California  94704

Dr. James L. Whittenberger
Director, University of California
  Southern Occupational Health Center
Professor and Chair, Department of
  Community and Environmental Medicine
California College of Medicine
University of California - Irvine
19772 MacArthur Boulevard
Irvine, California  92717

Dr. George T. Wolff
Senior Staff Research Scientist
General Motors Research Labs
Environmental Science Department
Warren, Michigan  48090
                                      xx

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                         PROJECT TEAM FOR DEVELOPMENT
                                      OF
        Air Quality Criteria for Ozone and Other Photochemical Oxidants
Ms.  Beverly E. Tilton, Project Manager
  and Coordinator for Chapters 1 through 5, Volumes I and II
Environmental Criteria and Assessment Office (MD-52)
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Mr.  Norman E. Chi Ids
Environmental Criteria and Assessment Office (MD-52)
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Dr.  J.H.B. Garner
Coordinator for Chapters 7 and 8, Volume III
Environmental Criteria and Assessment Office (MD-52)
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Mr.  Thomas B. McMullen
Environmental Criteria and Assessment Office (MD-52)
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Mr.  James A.  Raub
Coordinator for Chapters 10 through 13, Volumes IV and V
Environmental Criteria and Assessment Office (MD-52)
U.S. Environmental Protection Agency
Research Triangle Park, NC  27711

Dr.  David T.  Tingey
Coordinator for Chapter 7, Volume III
Environmental Research Laboratory
U.S. Environmental Protection Agency
200 S.W. 35th Street
Corvallis, OR 97330
                                      xxi

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     9.   TOXICOLOGICAL  EFFECTS  OF OZONE  AND OTHER  PHOTOCHEMICAL  OXIDANTS
9.1  INTRODUCTION
     This chapter  discusses  the effects of  ozone  on experimental animals.
Carefully controlled studies of  the  effects  of ozone on animals are particu-
larly important  in elucidating subtle effects not easily found  in man through
epidemiological studies and in identifying chronic toxicity not apparent from
short-term controlled  human exposures.   Animal  studies allow investigations
into the  effects of ozone  exposure  over a  lifetime,  uncomplicated  by  the
presence of other  pollutants.   In  the animal experiments presented  here,  a
broad range of ozone  concentrations  has been studied  but emphasis  has  been
                                       o
placed  on  recent studies at  1960  ug/m  (1 ppm) of ozone or  less.   Higher
concentrations have been cited when the data add to an understanding of  mechan-
isms. Concentrations of  1 ppm  or greater cannot be studied ethically in man
because of the toxicity of even short-term exposures.
     A majority of the literature describes the effects of ozone on the  respira-
tory tract, but  extrarespiratory system effects have  now been  noted and are
documented in this chapter.   Most of the studies utilize invasive methods that
require sacrifice  of the  animals on completion of the  experiment; thus, the
studies would be impossible  to perform in human subjects.   Noninvasive methods
of examining most of these endpoints are not readily available.
     Emphasis  has  been placed  on the more recent  literature published after
the  prior  criteria document  (U.S.  Environmental  Protection Agency, 1978);
however, older  literature has  been reviewed again in  this chapter.  As more
information on the toxicity of ozone becomes available, a better understanding
of earlier  studies  is  possible and a more detailed and comprehensive picture
of ozone toxicity is emerging.   The literature used in developing this chapter
is set  out  in a series of tables.  Not all  of.the literature cited  in  the
tables  appears in the  detailed  discussion of the text,  but  citations  are
provided to give the reader more details on the background from which the text
is drawn.
     In selecting  studies for  consideration, a detailed review of each paper
has been completed.  This review included an evaluation of the exposure methods;
the  analytical  method  used  to determine the chamber ozone concentration; the
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calibration of the ozone monitoring equipment and the analytical methods used
(wherever possible); the species, strain, age and physical characteristics of
the animals; the technique used for obtaining samples;  and the appropriateness
of the technique used to measure the effect.   In interpreting the results,  the
number of animals  used,  the appropriateness  and results  of  the statistical
analysis, the degree to  which the results conform with past studies, and the
appropriateness of  the interpretation  of the  results  are  considered.   No
additional  statistical  analysis  beyond  that  reported by  the author  has been
undertaken.   Unless otherwise  stated,  all statements of  effects in  the text
are statistically  significant  at p  < 0.05.   Many reports, especially in the
older literature,  do not present sufficient information to permit the assessment
described above.   However,  should  a particular study not meet  all  of these
criteria, but  provide  reasonable data  for consideration, a  disclaimer is
provided in the text and/or tables.
     In this chapter,  a  discussion  of the regional  respiratory dosimetry of
ozone in  common laboratory animal  species is presented and compared to human
dosimetry.  Morphological  alterations  of  the lungs  of  animals  exposed  to (L
are described, followed  by the effects of ozone on the pulmonary function of
animals.   The biochemical  alterations  observed in the  ozone-exposed animals
are then related to morphological changes and to potential mechanisms of toxi-
city and  biochemical defense  mechanisms.   The  influence  of dietary  factors,
such as vitamins E and C, in animals is discussed with  consideration of poten-
tial roles  in  humans.   It should be stressed,  however, that no evidence for
complete  protection  against ozone toxicity has been found  for any  factor,
dietary or therapeutic.  The effects of ozone on the defense mechanisms of the
lung against respiratory infectious agents are  discussed using the infectivity
model system and  effects  on alveolar macrophages as examples of experimental
evidence. This  section is  followed by a discussion of ozone  tolerance in
animals.   Last, the  effects of ozone on  a number  of extrarespiratory organ
systems  are discussed  to  provide  insight into potential effects  of ozone
inhalation  in the respiratory system beyond those now well documented.
     A brief discussion  of the available literature on the effects  of  other
oxidants  likely to occur in polluted air  as a result of photochemical reactions
or  other  sources  of pollution is presented.    Peroxyacetyl nitrate,  hydrogen
peroxide, and automobile exhaust are the  principal pollutants studied in these
experiments. This  section  is  short  because of  the general lack  of  information
                                    9-2

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in this area,  but  its  brevity does not necessarily reflect a general  lack of
importance.
     A summary is  provided  for all of the sections of the chapter to  set the
tone for a  clearer understanding of the effects of  ozone on animals.  The
major emphasis of  this  chapter is to provide  evidence  for the toxicity of
ozone which can  not,  ethically or practically, be  obtained from the study of
human subjects.  The overall  health effects of ozone can  be  judged  from three
types of studies:  animal exposures, controlled human exposures, and epidemic-
logical studies  of adventitious  human exposures.   No single method alone  is
adequate for  an  informed judgment, but  together they provide a  reasonable
estimate of the human health effects of ozone on man.
9.2  REGIONAL DOSIMETRY IN THE RESPIRATORY TRACT
     A major  goal  of environmental  toxicological studies on  animals  is the
eventual quantitative extrapolation of results to man.  One type of information
necessary to  obtain  this  goal  is dosimetry, which is  the specification  of the
quantity of inhaled material, .in this instance ozone (0-),  absorbed by specific
sites in animals  or  man.   This information is  needed because the  local dose
(quantity of  0., absorbed per  unit  area),  along with cellular  sensitivity,
determines the  type  and extent of  injury.  At  this time,  only dosimetry is
sufficiently  advanced  for discussion  here.  Until both  elements are advanced,
quantitative  extrapolation cannot be conducted.
     At  present,  there are  two approaches to  dosimetry,  experimental  and
deterministic mathematical modeling.  Animal experiments have been carried out
to obtain direct measurements of 0, absorption;  however, experimentally obtaining
local lower  respiratory tract  (tracheobronchial  and pulmonary regions)  uptake
data  is currently extremely difficult.   Nevertheless,  experimentation is
important in  assessing  concepts and hypotheses,  and in validating mathematical
models that can be used to predict  local doses.
     Because  the  factors affecting the  transport  and absorption of 03 are
general  to  all  mammals, a model  that  uses  appropriate species and/or  disease-
specific anatomical  and ventilatory parameters  can  be used  to describe  03 ab-
sorption in  the species and in different-sized, aged, or diseased members of
the  same species.   Models may also be  used to  explore processes or factors
which cannot  be studied experimentally, to identify areas needing additional
                                    9-3

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research, and to  test our understanding of (L absorption in the  respiratory
tract.

9.2.1  Absorption in Experimental Animals
     There have been very few experiments in which measurements of the regional
uptake of 0,  or  other reactive gases  have  been  determined.   Of the several
results published,  only  one  is concerned with the  uptake of 0, in  the  lower
respiratory tract; the others deal with nasopharyngeal uptake.
9.2.1.1  Nasopharyngeal  Absorption.   Nasopharyngeal removal of  (L  lessens
the  quantity  of 0-  delivered to the  lung  and must be accounted for when
estimating the 0-  dose responsible for observed  pulmonary effects.  Vaughan
et al.  (1969) exposed the isolated upper airways of  beagle  dogs  to (L at a
continuous flow  of 3.0  L/min  and collected the  gas below the  larynx  in a
plastic (mylar) bag.  One-hundred percent uptake by the nasopharynx was reported
for concentrations of 0.2 to 0,4 ppm.  Using a different procedure, Yokoyama and
Frank  (1972)  observed 72 percent uptake at 0,26 to 0.34 ppm (3.5  L/min  to
6.5 L/min flow rate).  They also replicated the procedure of Vaughan et al.  and
found that 03 was absorbed on the mylar bag wall.  This may account for the dif-
ference between the observations of Yokoyama and Frank (1972) and of Vaughan et al.
(1969).
     Yokoyama and  Frank  (1972)  also  observed  a decrease  in the percent  uptake
due to increased flow rate, as well as to increased 0« concentration.  For example,
with nose breathing and  an 0,  concentration  of  0.26  to  0.34 ppm,  the uptake
decreased from 72 percent to 37 percent for a flow rate increase from 3.5 to 6.5
to 35  to 45  L/min.   An increase in concentration from  0.26 to 0.34  to 0.78  to
0.80 ppm decreased nose breathing uptake (3.5 to 6.5 L/min flow rate) from 72 per-
cent to 60 percent.  Their data, however, indicate that the trachea! concentra-
tion increases with increased nose or mouth concentrations.  They also  demon-
strated that the concentration  of 03  reaching the trachea depends heavily on the
route  of breathing.   Nasal  uptake significantly exceeded oral  uptake at  flow
rates  of both 3.5 to .6.5 and  35 to  45 L/min.   For a  given  flow  rate,  nose
breathing removed 50  to  68 percent more 0,  than  did mouth breathing.
     Moorman et al. (1973) compared the loss of  Q3  in the nasopharynx of  acutely
and chronically exposed  dogs.   Beagles chronically exposed (18 months) to 1 to
3 ppm  of 0, under various daily exposure regimes had significantly  higher tra-
chea!  concentrations  of  03 than animals tested after 1 day of exposure to cor-
responding regimes.   Moorman et al. (1973)  suggested that the differences were
                                    9-4

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due to physiochemical alterations of the mucosal lining in the chronically ex-
posed beagles.  When dogs were exposed  for 18 months to 1 ppm for 8 hr a day,
they had  significantly  lower tracheal values than those continuously exposed.
The average tracheal concentration  (0.01 ppm)  for the acutely exposed group,
however, was not significantly different from that (0.023 ppm) of the 8 hr/day
chronic exposure group,  when  the relative insensitivity of the Mast 0, meter
(unmodified) used  to measure  the responses is  taken into account.  Thus, at
levels  of 1.0 ppm or  less,  there is no  significant evidence  that chronic
exposure would result in tracheal 0- concentrations significantly greater than
those observed with acute exposure.
     Nasopharyngeal removal of 03 in rabbits and guinea pigs was studied by
Miller et al.  (1979) over a concentration range of 0.1 to 2.0 ppm.   The tracheal
0, concentration in  these two species was markedly similar at a  given  inhaled
concentration and  was  linearly  related to the chamber concentration that was
drawn unidirectionally  through the  isolated upper airways.   Ozone removal in
the nasopharyngeal  region was  approximately 50 percent in both  species over
the concentration  range of  0.1 to 2.0 ppm.   The positive correlation between
the tracheal  and chamber concentrations  is  in  agreement with Yokoyama and
Frank (1972).   Caution  needs to  be  exercised in applying the above  results to
relate  ambient  and tracheal  concentrations of  03 since the effects of naso-
pharyngeal  volume  and  the cyclical  nature  of  breathing  are not taken into
account.  For  example,  if the tidal volume was less than the  nasopharyngeal
volume  and  convection  was the only  process of  axial  transport,  then no  0,
would be  delivered to  the tracheal  opening, regardless of the percent uptake
measured  for unidirectional flow.
9.2.1.2   Lower Respiratory Tract  Absorption.  Morphological studies on animals
suggest that  0,  is absorbed  along the  entire respiratory tract;  it  penetrates
further into  the  peripheral  nonciliated airways as inhaled 0» concentrations
increase  (Dungworth  et al.,  1975b).   Lesions were found  consistently  in  the
trachea and proximal bronchi and  between the junction of the conducting airways
and the gaseous exchange area; in both  regions, the severity of  damage decreases
distally.   In addition,  several  studies have  reported  the  most severe or
prominent lesions  to be  in the centriacinar region (see section  9.3).
     No experiments determining  0» tissue dose  at the generational or regional
level have  been reported;  however,  there is  one experiment  concerned with the
uptake  of 03  by the lower respiratory  tract.   Removal  of  0,  from inspired air
                                    9-5

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by the  lower  airways  was measured by Yokoyama  and Frank  (1972)  in dogs that
were mechanically ventilated through a tracheal  cannula.  In the two ranges of
Oo concentrations studied,  0.7  to 0.85 ppm and 0.2  to  0.4 ppm,  the rate of
uptake was  found  to vary between 80 and 87 percent when the tidal volume was
kept constant and the respiratory pump was operated at either 20 or 30 cycles/
min.   This  estimate of  uptake applies to  the lower  respiratory tract as a
whole; it does not describe uptake of 0~ by individual regions or generations.

9.2.2  Ozone Dosimetry Models
9.2.2.1  Modeling Nasal  Uptake.   LaBelle  et al. (1955)  considered the absorp-
tion of  gases  in  the nasal passages  to  be similar to absorption on wetted
surfaces of distillation equipment and scrubbing towers and applied the theory
and models  of  these devices to the  nasal  passages  of rats.  By associating
biological  parameters of rats with the chemical engineering device parameters
of the  model,  they  calculated the percent of penetration of several  gases to
the lung.   They  concluded that Henry's law constant is the major variable in
determining penetration.  Based on these calculations, The National  Academy of
Sciences (National  Research Council,  1977) concluded that the model  predicts
99 percent penetration for 0,.  This is much more than that measured by Yokoyama
and Frank (1972) or by Miller et al.  (1979).   Several possible reasons for the
differences were  discussed  (National  Research Council, 1977), but the major
factor was  considered to be that  the  model does not  account for  the reactions
of 0- in the mucus and epithelial tissue.
     Aharonson et al. (1974)  developed a  model  for use  in analyzing data  from
experiments on the  uptake of vapors by the nose.   The model was based on the
assumptions of quasi-steady-state  flow,  mass  balance, and proportionality of
flux  of a  trace  gas  at the  air-mucus  interface  to the  gas-phase partial
pressure of the trace gas  and a  "local uptake coefficient"  (Aharonson et  al.,
1974).  The model was applied to data from their own experiments on the removal
of acetone  and  ether in dog noses.   They also  applied the  model to the  03
uptake  data of  Yokoyama and Frank (1972) and concluded that the uptake coef-
ficient  (average  mass  transfer  coefficient)  for 0,, as well as for the other
gases considered, increases with increasing air flow rate.
9.2.2.2   Lower Respiratory Tract Dosimetry Models.   There are  three models
for which  published results  are available.   The model of McJilton  et al.
(1972)  has  been  discussed and simulation  results  for 03  absorption in each
generation  of the human  lower respiratory tract are available (National Research
                                    9-6

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Council 1977;  Morgan  and Frank, 1977).  Two  models  have been developed by
Miller and co-workers.  A detailed description of the formulation of the first
and earliest mathematical  model  of Miller and co-workers  is  found  in Miller
(1977) and major features are given in Miller et al.  (1978b) and Miller (1979).
Results,  using this model,  of  simulations of the  lower respiratory tract
absorption of  03  in humans, rabbits, and  guinea  pigs  are in Miller (1977,
1979)  and Miller et  al.  (1978b).   The formulation of the second  model of
Miller  and  co-workers, as well  as  results of simulating  lower  respiratory
tract absorption of 03 in humans, appears in Miller et al. (1985).
     Because all  of the above models were  developed  to  simulate the local
absorption of  03,  they have much in  common.   This  is  especially true  with
respect to the following  areas:   formulation  of 03 transport  in  the airspaces
or  lumen  of  the airways, use of morphometric models of the lower respiratory
tract,  and inclusion  of a liquid lining that coats  the  tissue walls of the
airspaces or lumen of the airways.
     In each model  the descriptions  of 03 transport  and  absorption in  the
lumen  are based on a one-dimensional differential  equation  relating axial
convection, axial dispersion or diffusion, and the loss of 03 by absorption at
the gas-liquid  interface.  The use of a one-dimensional approximation has been
very common  in modeling the transport of  gases such as  Op,  Np,  etc., in the
lower  respiratory  tract (see Scherer et al., 1972;  Paiva, 1973; Chang  and
Farhi,  1973; Yu, 1975; Pack et al., 1977; Bowes et al., 1982).  The approxima-
tion is appropriate for 0, as well.
     The  models of  Miller and co-workers  took  into  account effective axial
dispersion in  the  airways by using an effective dispersion coefficient based
on  the  results of Scherer et al. (1975).  McJilton's model did not take this
factor  into  account (Morgan and Frank, 1977).  However,  this may  not be an
important difference  since Miller et  al. (1985) report that results are  little
affected  by different  values of the coefficient.  Also, Pack  et al.  (1977) and
Engel  and Macklem  (1977) reported results  that  indicate an insensitivity  of
airway  concentrations  to  the effective dispersion coefficient.
     Airway  or morphometric zone models such as  those of Wei be! (1963) and
Kliment (1973) were used to define the lengths, radii, surface areas, cross-
sectional  areas,  and  volumes of the  airways and  air  spaces of each  generation
or  zone.   The  breathing pattern was  assumed  sinusoidal;  however,  dimensions
were held constant  throughout the breathing cycle.  The physical properties of
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the liquid lining were  assumed to be those  of  water.   The lining thickness
depended on generation or zone, being thicker in the upper airways than in the
lower.
     The flux  of 0- from the  lumen  or  airspaces to the  liquid  lining was
defined in each  model  in terms of a mass-transfer coefficient.  McJilton et
al. (1972) made the assumption that radial  mass  transfer was controlled by the
absorbing medium and estimated the transfer coefficient from empirical  data on
the physical  properties (not  chemical)  of the  medium and  of  03 (National
Research  Council,  1977).   In  the first model  of Miller and co-workers
(Miller, 1977; Miller et al.,  1978b) the radial dependence of the luminal 03
concentration was assumed to  vary quadratically with the radius.  From this
formulation,  the  gas-phase  mass  transfer  was determined.   For their  later
model,   the  gas phase mass  transfer  coefficient was defined in  terms  of  a
Sherwood number.  In  both models  the gas phase  coefficient was combined with
the mass transfer coefficient  of  the absorbing  medium (which depended on the
chemical and physical properties  of the absorbing medium  and of 03) to obtain
the overall  transfer  coefficient.  However, Miller et al.  (1985)  conclude,
based on the data available  for the absorbing medium,  that radial mass transfer
is controlled by the medium, making specification of the gas phase mass trans-
fer coefficient unnecessary.
     The main  differences in  the  models are the mechanisms of absorption and
their formulation.  In  the  model  of McJilton et al. (1972) and  in the early
model  of Miller  and co-workers (Miller, 1977; Miller et al., 1978b) there is
only one compartment, the liquid  lining, which can absorb  unreacted 03.   In
the later model of Miller et al.  (1985)  there are three absorbing compartments,
liquid  lining, tissue,  and  capillary or blood (in the pulmonary region where
the air-blood  tissue  barrier  is very thin).  Further, (k is known to react
chemically with constituents of the absorbing medium(s).   This aspect, included
by Miller and co-workers, was not included in McJilton1s model.  The inclusion
resulted in  significant differences between  the tissue dose pattern curves  in
the tracheobronchial  region predicted by the models.  In  addition, McJilton1s
model  predicts a  dose curve (equivalent to a tissue dose curve because of no
mucous  reactions) in  the tracheobronchial  region that has its maximum at the
trachea and decreases distally to the thirteenth or fourteenth generation (see
Figure  7-5 in  National  Research  Council,  1977).  By contrast, the models  of
Miller  and co-workers predict  the tissue dose to be a minimum at the trachea
and to  increase distally to the pulmonary  region.
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     The concentration  of  ozone  in tissue and at the liquid-tissue interface
was assumed  to  be  zero by McJilton et al. (1972) (National Research Council,
1977; Morgan  and Frank, 1977) and  in the  first model of Miller and co-workers
(Miller, 1977; Miller et al., 1978b).   The interpretation was that this boundary
condition means that  0- reacts  (chemically) instantaneously when  it reaches
the tissue.   Miller et  al.  (1978b) define the tissue dose  as that  quantity of
03 per  unit  area reacting  with or  absorbed by the tissue at the  liquid-tissue
interface.
     The first  model  of Miller  and co-workers took into account the reaction
of OT with  the  unsaturated fatty acids (UFA) and amino acids in the mucous-
serous  lining.  Reactions  of 0- with other components  (such as carbohydrates)
were not included  in  the model  because of insufficient information (Miller,
1977; Miller et al.,  1978b).   The 03-UFA and  0--amino acid reactions were
assumed fast  enough  so that an instantaneous reaction  scheme  based on that
outlined in Astarita (1967) could be used.  The scheme required the specifica-
tion of the  production rate of the UFA and amino acids in each  mucous-lined
generation.   These rates  were  estimated  by using tracheal mucous  flow data,
the surface  area of  the tracheobronchial  region, the  concentrations  of  the
specific reactants known to react with 0-, and the assumption that the produc-
tion rate decreased distally (Miller, 1977;  Miller et al., 1978b).
     Although the instantaneous reaction  scheme is a good preliminary approach
to treating 0-  reactions in the mucous-serous lining, its use is not completely
justifiable.  Second-order rate  constants of 0- with some of the UFA present
in mucus indicate that  although they are  large (Razumovskii and Zaikov, 1972),
they are less than the  diffusion-limited  rates necessary for the instantaneous
reaction scheme.   Experimental evidence (Mudd et al.,  1969)  suggests that the
reactions of 0- with amino acids  are  very  rapid.   Rate constants for these
reactions and others are not known; thus,  the information available is scanty,
which makes  the specification  of a reaction mechanism  or reaction scheme
difficult and assumptions  necessary.
     The approach  to  chemical  reactions  used in the  later model  (Miller et
al., 1985)  goes a  long,way in addressing the above criticisms.   The reaction
of 03 with biochemical  constituents is assumed to be bimolecular;  however, the
concentration of the  constituents is considered to be large enough so as not
to be depleted  by  the  reactions.  Hence,  the model uses a pseudo  first order
reaction scheme in which the pseudo first order rate constant is  the product
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of the  bimolecular rate constant and  the  concentration of the biochemical
constituents that react with 0.,.
     For modeling purposes, Miller et al. (1985) consider that only the reaction
of ozone with  the  UFA is important, using the 0.,-oleic acid rate constant of
Razumovskii and  Zaikov  (1972)  for the 0--UFA  reaction.  They point out that
although 0^ reacts with amino acids and other constituents, rate constants are
not known  and  that Bailey (1978) estimates the reaction of 0~ with UFA to be
   3
~10  times  faster  than  the 0.,-amino acid reaction, justifying omitting amino
acids from consideration.
9.2.3  Predictions of Lower Respiratory Tract Ozone Dosimetry Modeling
     The predictions  of  lower  respiratory  tract  dosimetry models  are  reviewed
by illustrating the results of simulations, by comparing predictions to experi-
mental observations, and by describing uses for dosimetry models.
     The following  discussion  of modeling results of lower respiratory tract
absorption  is  based mainly on  simulations  using  the  first model of  Miller  and
co-workers  (Miller, 1977;  Miller et al. ,  1978b).  This  is  because  the  model
includes the important effects of 03 reactions in the mucous-serous lining and
because  simulations of  0,  absorption  in  laboratory animals are  available.
     Simulations of (k  absorption in different animals can be carried out by
modifying input parameters of the computer program that solves the mathematical
equations.   These  input  parameters,  which  characterize an animal,  include  the
number and  dimensions  of the airways, tidal  volume,  length of time  of  one
breath,  etc.   The  airway and alveolar dimensions  of Weibel  (1963)  were used
for the  simulation  of 0~ uptake  in  humans.   For the rabbit and guinea pig,
Miller and  co-workers  used the morphometric  zone  models  of Kliment  (1973).
The zone model  is  a less detailed model  than the generationally based airway
model of Weibel (1963) since more than one generation corresponds to a zone in
an animal;  they were used because they were the only complete (tracheobronchial
and pulmonary regions) "airway" models available at the time.  However, Schreider
and Hutchens  (1980) criticize  the guinea  pig  model  of  Kliment  (1972,  1973) as
having a lung volume that  is too  low, suggesting the possibility of incomplete
casts.   Since  the  same method also  was  used  by  Kliment  (1972,  1973)  for the
rabbit,  this criticism may also apply to this model.
     To  illustrate simulation  results,  two  aspects  of  the simulations by
Miller  and co-workers are  considered:   (1)  the effect of  various  tracheal
                                    9-10

-------
concentrations on the  tissue  dose pattern (tissue dose as a function of zone
or generation) in guinea pigs and rabbits; and (2) the similarity between the
dose patterns of guinea pigs,  rabbits, and humans.

9.2.3.1   Illustration of Dosimetry Simulations.    Figure  9-1  is a  set of
plots of the  tissue  dose for one breath versus zone for  various tracheal 03
concentrations for the  rabbit and the guinea pig.  All curves have  the same
general characteristics.   Independent of the  inhaled concentration,  the model
predicts that the first surfactant-lined zone (first non-mucous-lined or first
zone  in  the pulmonary  region),  zone 6, receives  the  maximal  dose  of  03.
Although the model predicts  uptake of 0, by  respiratory  tissue  (zones  6, 7,
                                                                    3
and  8)  for all  tracheal  concentrations studied (62.5 to 4000  ug/m ),  the
penetration of (L to  the tissue  in the  airways lined by mucus depended  on the
tracheal concentration  and the  specific  animal  species.   For  example, as
                                                                        3
illustrated in Figure  9-1  for the tracheal 0- concentration  of 1000  |jg/m  ,  no
03 reaches the airway tissue of the rabbit until  zone 3, whereas (L  is  predicted
to penetrate  to  the  tissue in guinea pig airways  in all  zones.  However, at
                                                                 3
the two lowest tracheal concentrations plotted, 250 and 62.5 |jg/m ,  no  penetra-
tion occurs until zones 4 and 6, respectively, for both animals.   The dependence
of penetration on  tracheal  (L concentration is a result  of the instantaneous
reaction scheme  used  to describe chemical reactions.  Penetration does occur
in the  simulation  of uptake  in  humans  using  the  newer model of Miller and
co-workers  (1985), as  depicted  in Figure  9-2,  and  can  be  expected  to occur  in
future animal simulations.
     The similarity  of the predicted  dose patterns  in  rabbits and  guinea  pigs
extends to  the  simulation of 0,  uptake  in  humans.   Figure 9-2 compares the
                                                                            3
tissue  dose  for  the  three species for  a  tracheal  concentration  of  500  ug/m
(0.26  ppm)  using results of  the  first  model  for  the three  species  and the
newer  model  results  for man.   In Figure 9-2,  the  guinea pig and  rabbit  tissue
doses  are  plotted  in the form of a  histogram to  allow a  comparison to  human
dosimetry data that are expressed as  a function of airway generation.
     For the earlier model, the dose  patterns of the three species peak at  the
first  surfactant-lined zone (6) or in  generation  17 (which is  in  zone 6).
Also,  03  penetrates  to the tissue everywhere  in the pulmonary  region (zones >
5  and  generations  >  16); however, 03 is  not predicted to  penetrate to the
tissue  before zone 3  for the  rabbit and guinea pig or before zone 5  (generations
12-16)  for man.
                                    9-11

-------
   1Q4
   105
V
.5
.O
"
o  10 6
LU
CO
o
O
LLJ
D
CO
2  107
   108
              1    I    I    f
I    I    I    I    I   I   I    I    I
                                                    TRACHEAL
                                                    03 CONC.
                                  • 4000
                                  A1000
                                  •  250
                                  •  62.5
                                                          ppm
2.041
0.510
0.128
0.032
              0

         TRACHEA
        2345678 MODEL ZONE
       BRONCHI—J«BRON> A.D. A.s. MORPHOMETRIC ZONE
                                "CHIOLES
          Figure 9-1. Predicted tissue dose for several trachea! 03
          concentrations for rabbit (	) and guinea pig (	).
          See text for details. (A.D. = alveolar duct; A.S. = alveolar
          sac).  .

          Source: Adapted from Miller et al. (1978b).
                               9-12

-------
   105
I
0)
O)
O
LL
O
LU
V)
O
/j
UJ

V)
fl
106 	
    108   I   I   ,  I   |  I
                                10   12   14   16
                TRACHEOBRONCHIAL
                                                                    AIRWAY
                                                                  GENERATION

                                                                  I—ZONE
      Figure 9-2. Tissue dose versus zone for rabbit (o) and guinea pig (•);
      and tissue dose versus airway generation for human (	, earlier
      model;	, newer model). Tracheal 03 concentration is 500/ug/m3
      (0.26 ppm). See text for details.

      Source: Guinea pig, rabbit and earlier human simulations adapted from
      Miller et al. (1978b); newer model results for human adapted from
      Miller et al. (1985).
                                     9-13

-------
     All of the earlier simulations presented by Miller and co-workers (Miller,
1977; Miller et al., 1978b; Miller, 1979) share the following characteristics:
(1)  the  maximal  tissue  dose  occurs in the  first  surfactant-lined  zone or
generation; (2) 0-  penetrates  to tissue everywhere in  the  pulmonary region
(zones >5), decreasing  distally  from the maximum; and  (3)  the  onset of 0,
penetration to mucous-lined tissue,  as well as dose  in general,  depends on
tracheal 0, concentration,  animal  species,  and the breathing pattern.  These
general  characteristics  of tissue dose pattern are  independent of the  two
airway models used.
     Results using  the  newer model  to  simulate tissue dose  in humans  are also
illustrated in  Figure 9-2.   Comparison of  dose  values for the two  human
simulations show-the most notable differences in the conducting airways (genera-
tions 0 to 16).  The new and old results are similar in that both models predict
relatively low doses  in the upper airways,  a maximum in the  first pulmonary
generation, and then  a  rapid decline in dose distally.  There is no  reason to
assume that these features would be missing in simulation results for laboratory
animals using the newer model.
9.2.3.2   Comparison of Simulations to Experimental Data.   There are no quanti-
tative experimental  observations with which to compare the results of modeling
the  local  uptake  of 0, in the lower  respiratory  tract.  Yokoyama and Frank
(1972) observed 80 to 87 percent uptake of 0- by the isolated lower respiratory
tract of dogs.  With  the earlier model, Miller et al.  (1978b) predict a 47
percent uptake for humans; the newer model  predicts 89 percent (Miller et al.,
1985).  Because of  differences between the  two species, comparing the experi-
mental and simulated results is most likely inappropriate.
     Morphological  studies  in animals  report  damage throughout  the lower
respiratory tract.  Major damage, and  in some cases the most severe damage, is
observed to occur  at  the junction between the conducting airways and the gas
exchange region,  and to decrease  distally  (see  Section 9.3.1.1).    For  the
animals  simulated by  Miller and co-workers, the maximal tissue dose of 0, is
predicted  to  occur  at this junction,  with  the dose curve decreasing rapidly
for more distal regions.  Thus, in the pulmonary region, the model results are
in qualitative agreement with experimental  observations.
     Damage is also observed in the trachea and bronchi of animals (see Sections
9.3.1.1.1.2  and  9.3.1.1.1.3).   In  the animals  modeled, the early model of
Miller  and co-workers either  predicts  significantly  less tissue dose in the
                                    9-14

-------
upper airways compared  to  the dose in the first zone of the pulmonary region
or it predicts no penetration to the tissue in the upper portion of the conduc-
ting airways  (see  Figure  9-2).   Based on  simulation results using the newer
model for humans  (Miller  et al., 1985), one  can  infer that this model will
predict non-zero tissue doses in the  upper airways of  animals, but that these
doses also  will  be significantly  less  than  predicted  for the centriacinar
airways.  The observations of damaged upper and lower respiratory tract airways
in the same animal and the predictions of significantly different tissue doses
in the  two  regions appear  inconsistent.  However, much of the reported damage
in the  trachea and bronchi is associated with  the  cilia of ciliated cells,
which in current  model  formulations are not  part of  the tissue.  The cilia
extend into the hypophase (perciliary) portion of the mucous-serous layer, and
the  dosimetry models  do not distinguish the cilia of the ciliated cells as a
separate component of this  layer.   Thus, relatively low  predicted tissue  dose
should  not  be  interpreted  as predicting no damage  to  cilia.   Likewise, the
frequent reporting of cilia being  damaged  following 0., exposure  should not  be
interpreted necessarily as  an indication of 0, tissue  dose  since the model
definition  of tissue  does  not currently include cilia.   The  inclusion of a
"cilia compartment" in future dosimetry models may be helpful.   There are also
other factors that complicate our understanding of ozone toxicity, such as the
possibility of 03 reaction products being toxic or differences in cell sensiti-
vity  that  may prevent  explanations  of  observed effects based on dosimetry
modeling alone.
9.2.3.3   Uses of Predicted Dose.  Model-predicted doses can be used to estimate
comparable  exposure  levels  that  produce  the  same dose  in different species  or
different members of  the same species for use in comparing toxicological data.
One  can simulate tissue dose for several species for the same time for a range
of tracheal (L  concentrations.   The doses for a specific zone or generation,
for  each species,  can be plotted versus  tracheal or ambient 0-  concentration.
By using such plots  and information  on  nasopharyngeal  removal,  the ambient
concentration necessary to produce the same dose in different species can be
estimated.   Also, the relative quantity of 03 delivered  to a zone or generation
in a given  species for the  same time span and ambient  concentration can be
predicted from the same graph.   If  the  same  biological  parameters have not
been measured in these  species at dose-equivalent exposure levels, the procedure
can  be  used to scale  data and to design new studies to fill gaps in the current.
data base.
                                     9-15

-------
     To  illustrate  the above  procedure,  Miller (1979) calculated exposure
levels of 0~, giving the same  respiratory bronchiolar  dose in rabbits, guinea
pigs, and man.  Considering the discussion on nasopharyngeal removal (Section
9.2.1.1) and  the  question concerning the guinea  pig and rabbit anatomical
models  (Section 9.2.3),  these  calculations  are mainly useful  for  illustra-
tive purposes.
9.3  EFFECTS OF OZONE ON THE RESPIRATORY TRACT
9.3.1  Morphological Effects
     The many  similarities  and differences in the structure of the  lungs of
man and  experimental  animals  were the subject of a  recent workshop  entitled
"Comparative Biology of the Lung:  Morphology", which was sponsored by the Lung
Division of the National Institute of Blood, Heart,  and Lung Diseases (National
Institutes of  Health,  1983).   These anatomical differences complicate but do
not necessarily prevent qualitative extrapolation of risk to man.   Moreover,
because  the  lesions  due to 0- exposure are  similar  in many of the  species
studied  (see  Table 9-1),  it  appears likely that many  of the  postexposure
biological processes of animals could also occur in man.
9.3.1.1   Sites Affected.   The  pattern and  distribution of morphological
lesions  are  similar in the species  studied.   Their  precise characteristics
depend on  the  location (distribution) of  sensitive  cells and  on the type of
junction between the conducting airways and the gaseous exchange area.
     The upper  or  extrathoracic  airways consist of the  nasal cavity,  pharynx,
larynx,  and  cervical  trachea.   Except for a few sites, the lining epithelium
is ciliated, pseudostratified  columnar,  with mucous (goblet) cells; it rests
on a  lamina  propria or submucosa that contains  numerous mucous,  serous, or
mixed  glands and  vascular plexi.  Sites with differing structure include the
vestibule  of the  nasal cavity and  portions  of the pharynx  and larynx, which
tend  to  have  stratified squamous epithelium, and those portions of the nasal
cavity lined by olfactory epithelium, which contain  special bipolar neurons
and glands associated with the sense of smell.   Significant morphological dif-
ferences exist  among  the  various animal species used for 03  exposures  as well
as between most of them and man  (Schreider and Raabe, 1981; Gross et al., 1982).
With  the exception of the cervical  trachea, these  structures  have  received
little attention with  respect  to 0^  sensitivity, but 0-  removal through "scrub-
bing"  has been studied (Yokoyama and Frank,  1972; and Miller et al., 1979).
                                     9-16

-------
TABLE 9-1.   MORPHOLOGICAL EFFECTS OF OZONE
Ozone
concentration
(jg/ni3
196

392


196



392
VO
1
^__i
-J
392
686
980
1568
392
686




392
980
1568







ppm
0.1

0.2


0.1



0.2



0.2
0.35
0.5
0.8
0.2
0.35




0.2
0.5
0.8








Measurement3 '
method
UV,
NBKI



UV,
NBKI


MAST,
NBKI


UV,
NBKI


UV,
NBKI




UV,
NBKI








Exposure
. duration
b and
protocol
7 days ,
continuous



7 days ,
continuous


30 days,
continuous


7 days ,
8 hr/day


7 days,
8 hr/day




7 days ,
8 hr/day
or
24 hr/day







'
Observed effect(s)c Species
Two of six fed with "basal" vitamin E diet had increased cen- Rat
triacinar AMs (SEM, LM).
Centriacinar accumulation of AMs, commonly in clumps of
3-5. Occasionally cilia were reduced in number, nonciliated
cells, some reduction in height.
Five of six fed E-deficient "basal" diet had centriacinar AMs Rat
and bronchiolar epithelial lesions (SEM). Four of six fed "basal"
diet +11 ppm E had lesser but similar lesions. One of six fed
"basal" diet +110 ppm E had lesser lesions.
Increased lung volume, mean chord length, and alveolar Rat
surface area. Lung weight and alveolar number did not
change. Decrease in lung tissue elasticity. Parenchyma
appeared "normal" by LM.
Respiratory bronchiolitis at all concentrations. Increased Monkey
AMs. Bronchiolar epithelium both hyperplastic and hypertrophic. (Rhesus
Increased alveolar type 2 cells. Random foci of short, blunt and
cilia or absence of cilia (LM, SEM, TEM). Bonnet)
All exposed monkeys had LM & EM lesions. Trachea and bronchi Monkey
had areas of shortened or less dense cilia. RBs had AM (Bonnet)
accumulation and cuboidal cell hyperplasia. Alveoli off RBs
had AM accumulations and increased type 2 cells. RB walls of
the 0.35-ppm group were often thickened due to mild edema and
cellular infiltration.
Exposed groups gained less weight. Focal areas of missing or Rat
damaged cilia in trachea and bronchi. TB nonciliated (Clara)
cells were shorter and had increased surface granularity and less
smooth endoplasmic reticulun. Ciliated cells of TB had fewer
cilia and focal blebs. Centriacinus had clusters of AMs and
PMNs. Type 1 cells swollen and fragmented and type 2 cells fre-
quently in pairs or clusters. Proximal IAS were minimally thick-
ened. Lesions in 0.2 rats were mild (LM, SEM, TEM). Only slight
differences between rats exposed continuously 24 hr/day compared
to those exposed only 8 hr/day.


Reference
Plopper et al. , 1979




Chow et al. , 1981



Bartlett et al . , 1974



Dungworth et al . , 1975b



Castleman et al. , 1977





Schwartz et al. , 1976










-------
                                                      TABLE 9-1.   MORPHOLOGICAL EFFECTS OF OZONE  (continued)
Exposure
Ozone . duration
concentration Measurement ' and
pg/m3 ppm method protocol
392 0.2 - UV, 20, 50, or
980 0.5 NBKI 90 days;
1568 0.8 8 hr/day
vo
Co" 392 0.2 ND, 4 days,
980 0.5 NBKI 3 hr/day,
1960 1.0 exercised in
a rotating
case alter-
nate 15 rain
392 0.2 CHEM 7, 14, 30, 60,
90 days ; con-
tinuous
Observed effect(s)c
Epithelial changes and PAM accumulations at 90 days were •
similar to 7-day exposures, but less severe. 0.5- and 0.8-ppm
groups had increased centriacinar PAMs at all times. 0.2 ppm
and controls could not be separated by "blind" LM examination,
nor were there distinguishing EM changes. 90-day 0.8-ppm group
had changed the terminal bronchiole/alveolar duct junction to
terminal bronchiole/respiratory bronchiole/alveolar duct junctions.
TBs had loss or shortened cilia. Nonciliated cells were flattened
lumenal surfaces that occasionally occurred in clusters. Proximal
alveoli of 20- and 90-day 0.8-ppm groups had thicker blood/air
barriers.
Exercised control mice have significantly smaller body weights.
Both unexercised and exercised mice exposed to 0.5 or 1.0 ppm
had smaller body weights and larger lung weight. Exercised
mice exposed to 0.2 ppm also had larger lung weights. Other
pathology not studied.
Short-term exposures produced a slight degree of tonsil epithelial
detachment. Cell infiltration below the epithelium was slight.
Long-term exposures caused slight edema of the lacunar epithelium
which was destroyed or detached in places. Lymphocyte infiltra-
tion also occurred.
Species Reference
Rat Boorman et al . , 1980
Mouse Fukase et al., 1978
(male,
5 weeks
old,
ICR-JCL)
Rabbit Ikematsu, 1978
1960    1.0
9800    5.0
10 days, con-     Tonsil epithelium had a high degree of detachment.  Cell satura-
tinuous           tion occurred below the epithelium.   Some protrusion of the tonsil
                  into the oral cavity.

3 hr              Strong detachment of the tonsil  epithelium.   High degree of cell
                  saturation below the epithelium,  including lymphocyte infiltra-
                  tration around the blood vessels  and swelling of the endothelial
                  cells.  Large amount of lymphocytes, viscous liquid, and detached
                  epithelial cells in the tonsilar  cavity.

-------
TABLE 9-1.   MORPHOLOGICAL EFFECTS OF OZONE  (continued)
Ozone
concentration
ug/mj
490
510
980
1960
588
ppm
0.25
0.26
0.50
1.0
0.3
Exposure
b duration
Measurement ' and
method protocol
CHEM 6 weeks,
12 hr/day
MAST, 4.7-6.6 hr,
NBKI endotracheal
tube
NBKI 16 days,
3 hr/day
Observed effect(s)c Species Reference
Centriacinar or proximal alveoli had thicker interalveolar septa Rat Barry et al., 1983;
with significant increases in epithelium, cellular interstitium, Crapo et al., 1984
and endothel ium. Type 1 and 2 alveolar epithelial cells and macro-
phages were increased in numbers. Type 1 cells had smaller volumes
and surface areas and were thicker.
Desquamation of ciliated epithelium. Focal swelling or Cat Boatman et al., 1974
sloughing of type 1 cells.
SEM, but not LM, showed swollen cilia with hemispheric Rat Sato et al., 1976a
extrusions and surface roughness. Some adhesion of
  severely injured cilia otcurred.   Small,  round bodies were
  frequently noted, mainly in the large airways and proximal
  bronchioles.   Luminal surfaces of the epithelium were often
  covered with a pseudomembrane.  The surfaces of Clara cells
  showed swellings and round bodies.   The surfaces of alveolar
vo
M
^D

588



588


588



686
980
1372
1470
1960
686
980





0.3



0.3


0.3



0.35
0.50
0.70
0.75
1.00
0.35
0.50





NBKI 28 weeks,
5 days/week,
3 hr/day

UV 6 weeks,
5 days/week,
7 hr/day
ND 1, 5, 11, and
16 days,
3 hr/day

ND 1, 2, 4, 5, 6
or 8 days, con-
tinuous


4 days, contin-
uous, followed
by 0.50, 0.70,
0.75 or 1.00
for 1-4 days
ducts and walls showed scattered areas of cytoplasmic swelling
and attachment of round bodies. All responses were pronounced
in vitamin E-deficient rats. Some rats had chronic respiratory
disease.
No morphological differences noted between vitamin E-defi- Rat
cient and vitamin E-supplemented groups with the use of SEM
and TEM. Exposed and control rats had chronic respiratory
disease. ,
Increased LDH positive cells stated to be type 2 cells. Mouse


Rats were fed a basal diet with or without vitamin E supplement. Rat
Volume density of lamellar bodies in type 2 alveolar epithelial
cells were increased. Giant lamellar bodies were seen after 11
days exposure.
Dividing cells were labeled with tritiated thymidine and Rat
studied with autoradiographic techniques by using LM. All
labeled cells increased and then decreased to near control
levels within 4 days. Type 2 cells showed largest change
in labeling index.
Type 2 cells from groups showing adaptation to 0~ were
exposed to higher concentrations. Groups exposed to low
initial concentration of 03 (0.35 ppm) did not maintain
tolerance. Groups exposed to higher initial concentration
(0.50 ppm) demonstrated tolerance.


Sato et al. , 1980



Sherwin et al. , 1983


Shimura et al. , 1984



Evans et al . . 1976b










-------
                                                     TABLE 9-1.  MORPHOLOGICAL EFFECTS OF OZONE  (continued)
Exposure
Ozone . duration
concentration Measurement ' and
ug/m3 ppm method protocol
784 0.4 MAST 10 months,
5 days/week,
6 hr/day
784 0.4 NBKI 7 hr/day,
5 days/week,
6 weeks
980 0.5 ND ; 2 to 6 hr
VD
N>
O
980 0.5 W, 7 continuous
or or NBKI days;
1568 0.8 2, 4, 6, 8,
or 24 hr/
day
980 0.5 W, 7, 21, and
NBKI 35 days,
continuous
Observed effect(s)c
All (exposed and control) lungs showed some degree of inflam-
matory infiltrate possibly due to intercurrent disease.
A "moderate" degree of "emphysema" was present in 5 of the 6
exposed rabbits. Lungs of the 6th were so congested that
visualization of the mural framework of the alveoli was
difficult. Small pulmonary arteries had thickened tunica medias,
sometimes due to edema, other times to muscular hyperplasia.
Lung growth which follows pneumonectomy also occurred
following both pneumonectomy and 03 exposure.
Centriacinar type 1 cells were swollen then sloughed.
Type 2 cells were not damaged and spread over the denuded
basement membrane. In some areas of severe type 1 cell
damage, endothelial swelling occurred. Damaged decreased
rapidly with distance from TB. Damage was most severe only
in the most central 2-3 alveoli. Interstitial edema occasionally
observed.
Centriacinar inflammatory cells (mostly AMs) were counted in
SEMs. Dose-related increase in inflammatory cell numbers except
in the continuously (24-hr/day) 0.8-ppm exposed rats. Rats
exposed 0.5 and 0.8 ppm 24 hr/day had the same intensity of
effect.
Most severe damage at terminal bronchiole/alveolar duct
junction. TB had focal hyperplastic nodules of non-
ciliated cells. Proximal alveoli had accumulations of
macrophages and thickening of IAS by mononuclear cells
at 7 days. At 35 days, changes much less evident, but
increased type 2 cells.
Species
Rabbit
(New
Zealand)
Rabbit
Rat
(young
males)
Rat
Mouse
(Swiss-
Webster;
60 days
old; 35-40
Reference
P'an et al. , 1972
Boatman et al . , 1983
Stephens et al. , 1974b
Brummer et al. , 1977
Zitnik et al. , 1978
g)
 980    0.5
                        NO
                                      2  days
                                                Tolerance was induced by  exposure  to  0.5  ppm  03  for  2 days.
                                                Challenge was by exposure to  6.0 ppm  03 for 24 hours.   Toler-
                                                ance was present at 3 days and  declined at 7  and 15  days after
                                                the  initial  exposure.   When the animals were  tolerant,  the  type  1
                                                alveolar epithelium was thicker, had  a smaller surface  area  and  a
                                                smaller  surface-to-volume ratio.
                                                                                                                             Rat
                                                                                                                    Evans et al.,  1985
 980
1568
0.5
0.8
UV,
NBKI
7, 28, or         Principal  lesion was  a "low-grade  respiratory  bronchiolitis"
90 days,           characterized  by "intraluminal  accumulations of  macrophages
continuous,        and  hypertrophy  and hyperplasia of cuboidal bronchiolar
8 hr/day           epithelial  cells."  Conducting  airway  lesions  not  apparent
                  by LM,  but parallel linear  arrays  of uniform shortening  and
                  reduction  of density  of cilia by SEM.  Kulschitzky-type  cells
                  appeared more  numerous in exposed.
Monkey
(Bonnet)
Eustis et al., 1981

-------
                                                         TABLE 9-1,   MORPHOLOGICAL  EFFECTS OF OZONE  (continued)
Ozone
concentration
ug/m3
980
1568
980
1960
f 980
NJ to
PP«
0.5
0.8
0.5
1.0
0.5
to
Measurement8 '
method
UV,
NBKI
HAST
NBKI
UV,
NBKI
Exposure
duration
and
protocol
7 days,
8 hr/day
60 days
6 hr/day
30 days
3 hr/day
7 days,
24 hr/day
Observed effect(s) Species Reference
All exposed monkeys had lesions. Lesions similar in 0.5- Monkey - Mellick et al., 1975,
and 0.8-, less severe in 0.5-ppm exposure groups. Patchy (Rhesus, 1977
areas of epithelium devoid of cilia in trachea and bronchi. adult)
Luminal surfaces of RB and proximal alveoli coated with
macrophages, a few neutrophils and eosinophils and debris.
Nonciliated cuboidal bronchiolar cells were larger, more
numerous, and sometimes stratified. Proximal alveolar
epithelium thickened by increased numbers of type 2 cells.
Progressive decrease in intensity of lesions from proximal to
distal orders of RBs.
Both immersion and infusion fixed lungs were studied by LM. Rats Yokoyama et al. , 1984
Immersion fixed large and middle size bronchi had deeper than
normal infolding of the mucosa with increased secretions. The
low concentration rats had less severe mucosal infolding, but
a greater accumulation of secretions.
Elevated collagen synthesis rates and histologically Rat Last et al., 1979
discernible fibrosis was present at all levels of Q3,
H-1 3920    2.0
                                                           0.5 ppm       Minimal  or no  thickening of walls  or  evidence  of
                                                                         fibrosis.   Increased number of cuboidal cells  and
                                                                         macrophages present.

                                                           0.8-2.0 ppm:   Moderate thickening of AD walls and associated
                                                                         IAS by  fibroblasts,  reticulin  and  collagen with
                                                                         narrowing of the  ducts and alveoli.   Thickening
                                                                         decreased with increased length of exposure.
0.5
to
1.5
980 0.5 CHEM,
NBKI
0.5 03
4
10 itig/m3 H2S04
14 days
and
21 days,
24 hr/day
6 months,
5 days/week,
6 hr/day
0.5 ppm Sometimes minimal thickening of alveolar duct
walls with mildly increased reticulin and
collagen.
Only 03 caused pulmonary lesions. Only LM histopathology , Rat Cavender et al., 1978
no SEM nor TEM. Rats did not have exposure-related pulmonary and
lesions, except 2 of 70 rats in the 03 group, which had Guinea
type 2 hyperplasia and focal alveolitis; 2 of 70 rats from the pig
03 + H2S04 group, had slight hypertrophy and hyperplasia of
bronchiolar epithelium. Guinea pigs exposed to Oa or 03 -»
H2S04 had lesions "near" the TB. Epithelium was hypertrophied
and hyperplastic. Macrophages were in centriacinar alveoli.
Occasionally proliferation of type 2 cells. Trachea and bronchi
had slight loss of cilia, reduction of goblet cells, and mild
basal cell hyperplasia. Ozone alone had no effect on body weight
gain; lung/body weight ratio; RBCs, hemoglobin, or hematocrit.

-------
                                                          TABLE  9-1.   MORPHOLOGICAL  EFFECTS  OF  OZONE   (continued)
vo

ro
Ozone
concentration
ug/nr3
980
1058
1725
ppm
0.5
0.5 03
1 mg/m3
0.54
0.88
Exposure
. duration
Measurement ' and
method protocol
UV, 3, 50, 90,
NBKI or 180 days;
continuous,
plus 62 days
. H2S04 postexposure,
24 hr/day
ND 2, 4, 8, 12,
or 48 hr
Observed effect(s)c Species
H2S04 did not potentiate effects of 03 alone. Fixed lung Rat
volumes were increased at 180 days, but decreased at 62 days
postexposure. After 50, 90, 94 180 days all 03 exposure
rats had "bronchiol ization of alveoli" or formation of an RB
between the TB and ADs. Centriacinar inflammatory cells were
significantly increased at all exposure times and after 62 days
postexposure. TB lesions were qualitatively similar at 3, 50,
90, and 180 days. Cilia were irregular in number and length.
Nonciliated secretory (Clara) cells had flattened apical pro-
trusions and a bl ebbed granular surface. At 90, but not 180 days,
small clusters of nonciliated cells were present in the TB. At
180 days, 2 of 12 rats had larger nodular aggregates of noncili-
ated cells which bulged into the lumen. Most rats had a very mild
interstitial thickening of alveolar septa in the centriacinar
region (LM, SEM, TEM).
Severe loss of cilia from TB after 2 hr. TB surface more Rat
uniform in height than controls. Necrotic ciliate cells in
Reference
Moore and Schwartz, 1981
Stephens et al . , 1974a
    1058
            0.54
                                          6 months,
                                          24 hr/day
TB epithelium and free in lumen after 6-12 hr of a 0.88-ppm
exposure.   Ciliated cell  necrosis continued until 24 hr, when
little evidence of further cell damage or loss was seen.  Only
minimal loss of ciliated cells in 0.5-ppm rat group.  Non-
ciliated cells were "resistant" to injury from 03 and'hyper-
trophic at 72 hr.   Damage to the first 2 or 3 alveoli after
0.54-ppm for 2 hr.   Type 1 cell "fraying" and vesiculation.
Damage was greater after 0.88 for 2 hr.   "Basement lamina"
denuded.   Type 2 and 3 cells resistant.   Macrophages
accumulated in proximal alveoli.   Endothelium appeared
relatively normal.

Repair started at 20 hr.   Type 2 cells divide, cuboidal
epithelium lines proximal alveoli where type 1 cells were
destroyed.  Continued exposure resulted in thickened alveolar
walls and tissue surrounding TBs.  Exposure for 8-10 hr followed
by clean air until  48 hr resulted in a proliferative response
(at 48 hr) about equal to that observed after continuous exposure
(LM, SEM, TEM).

No mention in either the results or discussion of the 6 months
at 0.54-ppm group.

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                                                         TABLE 9-1.  MORPHOLOGICAL EFFECTS OF OZONE  (continued)
K)
Ozone
concentration
ug/m3
1058
1725
1764
490
1176
2548
1254

1254
1882
5000
1254
ppm
0.54
0.88
0.9 03
0.9 N02 .
0.25 03
2.5 N02
0.6
1.3
0.64

0.64
0.96
(NH4)2S04
0.64
Exposure
. duration
Measurement ' and.
method protocol
ND 4 hr
to
3 weeks
60 days
6 months
ND 1 or 2 days,
6 hr/day or
7 hr/day
UV 1 year
8 hr/day

UV 3, 7 or 14 days

UV 23 hr/day
3 or 7 days
Observed effect(s)c
Ozone-exposed lungs heavier and larger than controls. Increased
centriacinar macrophages. Hyperplasia of distal airway epithelium
Increased connective tissue elements. Collagen-like strands
formed bridges across alveolar openings. Fibrosis more pronounced
in 0.88-ppm group.
Respiratory distress during first month. Several rats died.
Gross and microscopic appearance of advanced experimental
emphysema as produced by N02 earlier (Freeman et al., 1972).
Ozone potentiated effect of nitrogen dioxide.
"At 6 months the pulmonary tissue seemed quite normal." Proximal
orders of ADs minimally involved.
Endothelial cells showed the most disruption. The lining mem-
branes were fragmented. Cell debris was often present in the
alveoli as well as the capillaries. Some disorganization of
the cytoplasm of the large alveolar corner or wall cells was
evident.
LM and TEM morphometry revealed increased volume density and
volumes of RBs which had thicker walls and narrower lumens.
Peribronchiolar and perivascular connective tissue was increased
by increased inflammatory cells and amorphous extracellular
matrix rather than stainable fibers. In RBs cuboidal bronchiolar
cells were increased and type 1 cells decreased. The media and
intima of small pulmonary arteries were thicker.
Ammonium sulfate aerosol enhanced the effects of 03 alone and
accelerated the occurrence of these effects. The same numbers of
lesions were seen in lungs from rats exposed to either 03 alone or
to 03 with the aerosol, but the lesions were larger in the latter
group. Lesions in the 03 plus aerosol rat lungs had more inflam-
matory cells, fibroblasts and stainable collagen fibers.
SEM and TEM, including TEH morphometry, revealed necrosis of
ciliated cells, decreased numbers of ciliated cells and loss of
Species
Rat
(month
old)
Rat
(month
old)
Rat
(month
old)
Mouse
(young^
Bonnet
monkey

Rat

Bonnet
monkey
Reference
Freeman et al. , 1974


Bils, 1970
Fujinaka et al. , 1985

Last et al. , 1984a

Wilson et al. , 1984
                                                           cilia.   Extracellular space was increased and focal areas of epi-
                                                           thelial stratification were seen.   Small mucous granule cells
                                                           were increased and an intermediate cell was described.   Regular
                                                           mucous cells had decreased density and smaller irregularly sized
                                                           secretory granules which contained only filamentous or granular
                                                           material.  TEM morphometry indicated the most severe lesions
                                                           occurred at 3 days of exposure and that the epithelium had returned
                                                           towards normal after 7 days of exposure.

-------
TABLE 9-1.   MORPHOLOGICAL EFFECTS OF  OZONE  (continued)
Ozone
concentration
M9/mJ
1372
1568
1372
ppm
0.7
to
0.8
0.7
Exposure
. duration
Measurement ' and
method protocol
UV, 7 days,
NBKI continuous
NO 24 hr,
continuous
Observed effect(s)c Species
In situ cytochemical studies of lungs from 03 exposed and Rat
control rats. Ozone-exposed rats had increased acid phosphatase,
both in lysosomes and in the cytoplasm, in nonciliated bronchiolar
(Clara) cells, alveolar macrophages, type 1 and 2 cells, and
fibroblasts.
Exposure end: General depletion of cilia from TB surface. Rat
Nonciliated cells were shorter and contained
fewer dense granules, less SER, and more free
ribosomes.
Reference
Castleman et al., 1973a
Evans et al. , 1976a
Post exposure: TB returned towards normal.
(0-4 days)
1568 0.8 UV, 6, 10, 20
NBKI days
,_ exposure,
1 24 hr/day
ts> or
** 20 days
exposure +
10 days
postexposure
1568 0.8 UV, 7 days,
NBKI continuous
with samples
at 6, 24,
72 and
168 hr.
1568 0.8 UV, 4, 8, 12,
NBKI 18, 26, 36,
50, and post
48 and
168 hr,
continuous
SEM of distal trachea and primary bronchi: Mouse Ibrahim et al., 1980
6 days: Cilia of variable length. (Swiss
10 days: Marked loss of cilia. Very few cells had Webster)
normal cilia. Some nonciliated cells were
in clusters and had wrinkled corrugated
surfaces.
20 days: Similar to 10 days.
10 days Cilia nearly normal.
postexposure: Clusters of nonciliated cells were present and
elevated above the surface.
Clusters of nonciliated cells were interpreted as proliferative
changes.
Exposure- related epithelial changes. TB cell populations Rat Lum et al., 1978
changed after 03 exposure; fewer ciliated and more non-
ciliated secretory cells.
Degeneration and necrosis of RB type 1 cells predominates Monkey Castleman et al., 1980
from 4-12 hr. Type 1 cell most sensitive of RB epithelial (Rhesus)
cells. Labeling index highest at 50 hr. Mostly cuboidal
bronchiolar cells but some type 2 cells. Bronchiolar
epithelium hyperplastic after 50 hr exposure, which
persisted following 7 days postexposure. Intraluminal
macrophages increased during exposure, but marked clusters
of K cells at 26-36 hr.

-------
TABLE 9-1.  MORPHOLOGICAL EFFECTS OF OZONE  (continued)
Ozone
concentration
ug/mj ppm
1568 0.8










Exposure
b duration
Measurement ' and
method protocol
UV, 3 days,
NBKI continuous
0, 2, 6, 9,
16, and 30
days post-
exposure;
2nd 3 days
conti nuous
after 6, 13,
and 27 days
postexposure


Observed effect(s)c
1st Exposure: TB epithelium flattened and covered with debris.
Ciliated cells either unrecognizable or had
shortened cilia. The type of most epithelial
cells could not be determined. Proximal
alveoli had clumps of macrophages and cell
debris. Type 2 cells lined surfaces of many
proximal alveoli. Occasionally, denuded basal
lamina or type 1 cell swelling.

Postexposure:
6 days: Most obvious lesions were not present. TB epithelium


Species Reference
Rat Plopper et al., 1978
(Sprague-
Dawley;
70 days
old)






                 had usual pattern.  Clumps of macrophages had cleared
                 from the lumen.  Most proximal alveoli lined by normal
vo
NJ
tn

1666 0.85 HD

Similar
exposure
regimen
for 14 ppm
N02, but not
mixtures.



1960 1.0 NBKI






1» 2, 3
days ,
continuous








~60 weeks.
~5 days/week,
6 hr/day
(268 expo-
posures)
type 1 and 2 cells.
30 days: Lungs indistinguishable from controls.
2nd 3-Day 6 or 27 days after the end of the 1st. Lesions
Exposure: same as 1st exposure.
Birth to weaning at 20 days: "Very little indication of
response" or "tissue nodules" with dissecting microscope.
12 days: N02 lesions but no 03 lesions.
22 days old: 03, loss of cilia, hypertrophy of TB cells,
tendency towards flattening of luminal
epithelial surface.
32 days old: 03, loss of cilia, and significant hypertrophy
of TB epithelial cells.
21 days old Alveolar injury, including sloughing to type 1
and older: cells resulting in bare basal lamina.
Response plateau is reached at 35 days of age.
Chronic injury occurred in the lungs of each species of small
animal. The principal site of injury was in the terminal air-
way, as manifested by chronic bronchiolitis and bronchiolar
wall fibrosis resulting in tortuosity and stenosis of the
passages.


Rat
(Sprague-
Dawley;
1, 5, 10,
15, 20, Z5,
30, 35, and
40 days old)




Mouse ,
Hamster,
Rat




Stephens et al . , 1978










Stokinger et al. , 1957





-------
                                                      TABLE  9-1.   MORPHOLOGICAL  EFFECTS OF OZONE   (continued)
Ozone
concentration
Mg/mJ
1960
to
5880
1960
1960
1960
3920
5880
ppm
1.0
to
3.0
1.0
1.0
1.0
2.0
3.0
Measurement3'
method
NO
A
B
C
D
E
Exposure
duration
and
protocol
18 months,
8-24 hr/
day
= 8 hr/day
= 16 hr/day
= 24 hr/day
= 8 hr/day
= 8 hr/day
Observed effect(s)c Species Reference
Result: Dog Freeman et al . , 1973
A 1 ppm, 8 hr/day: Minimal fibrosis occasionally
and randomly in the periphery of an alveolar duct.
A few "extra" macrophages in central alveoli.
B 1 ppm, 16 hr/day: Occasional fibrous strands
in some alveolar openings of RBs and ADs. A few more
"extra" macrophages.
                                                             C     1  ppm,  24 hr/day:   More extensive  fibrosis  of
                                                                  centriacinus.   Thickened AD walls.  More  "extra"
                                                                  macrophages.   Sporadic hyperplasia of  epithelium  of
VO
N)

with
H2S04




Kb ana AU.
D & More fibrosis. Epithelial hyperplasia and squamous
E metaplasia.
2 or 7 days, Results: Rat Cavender et al . , 1977
6 hr/day 03 alone: Lesions limited to centriacinus. and
1 ppm: Hypertrophy and hyperplasia of TB epithelium. Guinea
Centriacinar alveoli had increased type 2 pig
cells, increased macrophages, and thickened
walls. Some edema in all animals.
Lesions less severe at 7 days than at 2 days.
This adaptation was more rapid in rats than
guinea pigs.
2 ppm: Same plus loss of cilia in bronchi.
03 plus No additive or synergistic morphological
H2S04 changes.
Measurement method:   MAST = Kl-coulometric (Mast  meter); CHEM =  gas  phase  chemiluminescence); NBKI = neutral  buffered  potassium iodide;
 UV = UV photometry;  ND = not described.

 Calibration method:   NBKI = neutral  buffered potassium  iodide.

GAbbreviations  used:   LM = light microscope;  EM =  electron microscope;  SEM  =  scanning electron microscope;  TEM =  transmission  electron  microscope;  PAM = pulmonary
 alveolar macrophage;  RB = respiratory bronchiole;  TB =  terminal  bronchiole;  AD = alveolar duct; IAS =  interalveolar  septa;  LDH = lactic  dehydrogenase;

 SER = smooth endoplasmic reticulum;  RER  = rough endoplasmic reticulum.

-------
     The lower or  intrathoracic  conducting airways include the thoracic tra-
chea, bronchi, and  bronchioles.   Species  variation of lower airway structure
is large, as  recorded  at the NIH workshop on comparative biology of the lung
(National Institutes of  Health,  1983).  The thoracic trachea and bronchi have
epithelial  and subepithelial tissues similar to those of the upper conducting
airways.  In  bronchioles,  the epithelium  does  not contain mucous (goblet)
cells, but in  their place  are specialized nonciliated bronchiolar epithelial
cells, which  in  some  species  can appropriately  be called "Clara" cells.
Subepithelial  tissues are sparse and do not contain glands.
     The ciliated cell  is  the cell in the upper and lower conducting airways
in which morphological evidence  of damage  is most  readily  seen.  This cell is
primarily responsible  for  physical  clearance or removal  of inhaled foreign
material from conducting airways of the respiratory system (see Section 9.3.4).
The effects of ozone on this cell type, which  is  distributed  throughout the
length of conducting airways, are detected through various physiological tests
and several types of morphological examination  (Kenoyer  et al.,  1981; Oomichi
and Kita, 1974;  Phalen et  al.,  1980;  Frager  et al. ,  1979; Abraham et  al.,
1980).
     The other portion of  the respiratory system directly damaged by inhala-
tion of 0, is the junction of the conducting airways with the gaseous exchange
area.  The structure and cell makeup of this junction varies with the species.
In man,  the  most distal conducting  airways,  the terminal bronchioles, are
followed by  several generations  of  transitional  airways,  the respiratory
bronchioles,  which  have gas exchange areas as a part of their walls.  In most of
the species used for experimental exposures to 0,, (i.e., mouse, rat, guinea
pig,  and rabbit),   the terminal  bronchioles  are followed by alveolar ducts
rather  than  respiratory bronchioles.  The  only common  experimental  animals
with  respiratory bronchioles are  the  dog and  monkey, and they have fewer
generations of nonrespiratory bronchioles than does man as well as differences
in the  cells  of  the respiratory  bronchioles  (National Institutes  of  Health,
1983).
9.3.1.1.1  Airways
     9.3.1.1.1.1     Upper  airways (nasal  cavity, pharynx,  and  larynx).  The
effects of 0, on the upper extrathoracic airways have received  little attention.
The  effect of upper airway scrubbing  on  the  level of 0,  reaching  the  more
distal  conducting  airways  has  been studied in  rabbits and guinea pigs (Miller
et  al.,  1979).  They  demonstrated  removal of  approximately  50 percent of
                                     9-27

-------
                                                3
ambient concentrations between 196 and 3920 (jg/m  (0.1 and 2.0 ppm).   Earlier,
Yokoyama and Frank (1972) studied nasal uptake  in dogs.  They found uptake to
vary with flow  rate  as well as with  03  concentration.   At 510 to 666 ug/m
(0.26 to 0.34 ppm) of 03, the uptake at low flows of 3.5 to 6.5 L/min was 71.7
±1.7 percent,  and at  high  flow rates of 35 to  45 L/min the uptake was 36.9 ±
2.7 percent.  At  1529  to 1568 (jg/m3 (0.78  to 0.8 ppm), the uptakes at low and
high flows were 59.2 ±1.3  percent and 26.7 ±2.1 percent, respectively.  The
scrubbing effect of the oral cavity was significantly less at all  concentrations
and  flow  rates  studied.   Species variations in uptake  by the nasal cavity
probably relate to species  differences in  the complexity and surface areas of
the nasal conchae and meatuses (Schreider and Raabe, 1981).
     No studies of the effects of 03 on the nasal  cavity were found, but two
references to  articles in  the  Japanese literature were  cited  by Ikematsu
(1978).   At  least one  study of the morphological effects of ambient  levels of
0, on the nasal cavity of nonhuman primates is  in progress, but not published.
     The effects of 392, 1960, and 9800 (jg/m3 (0.2,  1.0, and 5.0 ppm) of 03 on
the tonsils, the primary lymphoreticular structures  of the upper airways, were
                                                               3
studied.  In palatine  tonsils  from rabbits exposed  to 392 (jg/m  (0.2 ppm) of
03 continuously for 1 and 2 weeks, Ikematsu (1978)  reported epithelial detach-
ment and disarrangement and a slight  cellular infiltration.  The  significance
of these observations  to the function of immune mechanisms  in host defense is
unknown.
     9.3.1.1.1.2  Trachea.    Tracheal  epithelial lesions have been described
                                                             3
in several  species following exposure to  less  than  1960 (jg/m  (1 ppm) of 0,.
Boatman et  al.  (1974)  exposed anesthetized, paralyzed cats  to  510,  980, or
1960 ug/m   (0.26,  0.50,  or  1 ppm) of 0, via an endotracheal tube for 4.7 to
6.6  hr.   This  exposure  technique bypassed the nasal  cavity,  resulting in
higher tracheal concentrations than in usual exposures.  They reported desquama-
tion of  ciliated  epithelium at 1960 (jg/m   (1 ppm)  of 0,, but none at 510 or
980 ug/m3 (0.26 or 0.5 ppm).
     In rats exposed  to 960 or 1568  ug/m   (0.5 or  0.8 ppm) of 03, 8 or 24
hr/day for 7 days, Schwartz  et al. (1976)  described focal areas of the trachea
in which the cilia were reduced in density and were of variable diameter and
length.   Mucous cells appeared to have been fixed in the process of discharging
mucigen  droplets.   These changes  were more easily  seen  with  the scanning
                                                                           3
electron microscope  (SEM)  and were not obvious in  rats  exposed to 392  ug/m
(0.2 ppm) of 03 for  the same times.  Cavender  et al. (1977), when using only
                                    9-28

-------
light microscopy (LM), studied tracheas from rats and guinea pigs exposed for
7 days to  1960  or  3920 ug/m3 (1 or 2 ppm) of 03 or sulfuric acid (H2$04) or
both.  The article  does  not state the hours of  exposure per day.   Tracheal
lesions,  which  consisted  of reduced  numbers of cilia and goblet cells, were
reported  only for guinea  pigs  exposed to 0.,.   Animals exposed to both pollu-
tants had lesions similar to those exposed to 0.,  alone.
     By using SEM and transmission electron microscopy (TEM), Castleman et al.
(1977) described shortened  and  less  dense cilia  in tracheas from bonnet mon-
                                0
keys exposed to 392 or 686 ug/m   (0.2 or 0.35 ppm),  8  hr/day  for  7 days.
Lesions occurred as  random  patches or longitudinal tracts.  In these areas,
the  nonciliated  cells  appeared  to be more numerous.  The TEM study  revealed
that cells with long cilia had the.most  severe  cytoplasmic changes, which
included dilated endoplasmic reticulum,  swollen  mitochondria, and condensed
nuclei, some of which  were  pyknotic.  In  lesion areas, evidence of ciliogene-
sis was seen in noncilated cells with a microvillar surface.  Mucous cells did
not appear to be significantly altered,  but some  had roughened apical surfaces.
                                                                o
The  changes were more  variable  and less  severe  in  the  392 ug/m  (0.2  ppm)
group.   More  extensive and  severe lesions of similar nature were  seen in
                                                         3
tracheas from rhesus monkeys exposed  to 980 or 1568 ug/m (0.5  or 0.8 ppm)  of
Oo  in  the  same  exposure  regimen (Dungworth et al.',  1975b;  Mellick  et  al.,
1977).
     Wilson et  al.  (1984) evaluated the  response of  the tracheal epithelium
                                                                      3
from bonnet monkeys  exposed continuously for 3 or 7 days to 1254 ug/m  (0.64
ppm) 0, using SEM,  quantitative TEM, and autoradiography.  Extracellular space
was  increased and  foci of stratified epithelium were reported.   Changes in
ciliated cells were generally similar, but more severe, than those reported by
Castleman  et al.  (1977).   These changes were more severe at 3 days  than at 7
days when  both  the  volume percentage and  population  density had  returned to
control values.  They  also  reported fewer and  smaller granules  in regular,  as
opposed to small-mucous-granule  (SMG),  mucous cells.  These granules  also
lacked the biphasic appearance of those seen in control monkeys.  At both time
periods SMG cells in exposed monkeys were more numerous and had greater numbers
of  granules than controls.
                                           o
     After mice were exposed to 1568 ug/m   (0.8 ppm) of 03 24  hr/day  for 6,
10,  or 20  days  and  for 20 days followed by a 10-day postexposure period during
which  the  animals  breathed filtered  air, the surface of  the tracheas was
examined by  SEM by  Ibrahim  et al.  (1980).   Short and  normal-length  cilia were
                                    9-29

-------
seen at 6  days,  but at 10 and 20 days, a marked loss of cilia and few normal
cilia were  seen.   Some  of the nonciliated cells occurred as clusters and had
wrinkled or corrugated  surfaces.   After the mice breathed  filtered  air for
10 days, the  surface morphology of the  cilia returned to near normal, but the
clusters of nonciliated  cells were still present.   Earlier,  Penha  and  Wer-
thamer (1974) observed metaplasia of the tracheal epithelium from mice exposed
to high concentrations  of 03 (4900 ug/m  ,  2.5  ppm)  for 120 days.  After the
mice breathed clean air for  120 days,  the  metaplasia disappeared,  and the
epithelium  had a  nearly normal  frequency of ciliated and nonciliated cells.
     9.3.1.1.1.3   Bronchi.   Bronchial   lesions  were  studied in  many of the
same animals  as  those whose  tracheal  lesions  are described above and  were
reported as gene-rally similar to the tracheal  lesions.  'At  low  concentrations
(Castleman  et al.,  1977),  lesions  tended  to be  more  severe  in the trachea and
proximal bronchi  than in distal bronchi  or  in  the next segment  of the conduc-
tion airways,  the nonalveolarized  bronchioles.   Eustis et al. (1981)  reported
lesions in lobar,  segmental, and  subsegmental  bronchi  from bonnet  monkeys
exposed to  980 or 1568  ug/m3 (0.5  or 0.8  ppm)  of 0.,  8 hr/day  for  7,  28, or  90
days.  Lesions at 7 days were similar to those previously described by Mel lick
et al.  (1977) and Castleman  et al.  (1977),  as  summarized above.  At  28  and  90
days, lesions were  not readily apparent by  LM, but extensive damage to ciliated
cells was  seen using SEM.   Uniform shortening  and  reduced  density of cilia
were seen  in  linear,  parallel arrays.    In  these areas, the numbers  of  cells
with a  flat  surface covered by microvilli  increased.  Wilson  et al.  (1984)
reported similar  changes in primary bronchi from bonnet monkeys  exposed to
         3
1254 ug/m   (0.64  ppm) 0- continuously for 3 or 7  days.
     Sato  et  al.   (1976a,b) studied bronchi  from  vitamin E-deficient and control
rats exposed  to  588 ug/m  (0.3 ppm) of 03  3 hr/day  for up to 16 days.  Using
LM,  they  did  not see  bronchial  lesions with asymmetrical swelling and surface
roughness,  which were  obvious  with SEM.   The  observations of  Sato et al.
(1976a) support  the concept  that  lesions in conducting airways are best seen
with SEM  and  that LM tends to underestimate damage  to these ciliated airways.
In these short-term studies,  lesions were more prominent in vitamin E-deficient
rats.   This is in contrast to later studies in which Sato et  al.  (1978, 1980)
exposed vitamin E-deficient  and supplemented rats to 588 ug/m   (0.3 ppm) of 0,
3  hr/day,  5  days/week for 7 months  following  which they did not  see clear
differences due to  vitamin E with  SEM  or  TEM.
                                     9-30

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     Yokoyama et al.  (1984) studied effects of 0, on "middle-sized bronchi" of
rats fixed by  immersion  rather than infusion via the airways.   They compared
                                              3
the effects of  3 hr/day exposures  to 1960 ug/m   (1.0 ppm) 0, for 30 days with
                        3
those following 980  ug/m   (0.5 ppm) 0, 6 hr/day for 60 days.  They reported
increased mucus and  irregular  loss  of cilia, especially on the projections of
mucosal  folds typical  of  this  type of fixation.   Changes were less severe in
the 0.5 ppm group.
     9.3.1.1.1.4   Bronchioles.   There are  two  types  of  bronchioles with
similar basic structure:   those without alveoli  in their walls (i.e., nonalveo-
larized) and those with alveoli opening directly into their lumen (respiratory
bronchioles).   Man and the larger experimental  animals (e.g., nonhuman primates
and dogs) have  both  nonrespiratory and respiratory bronchioles,  whereas most
of the  smaller  experimental  animals (e.g.,  mice, rats, and guinea pigs) have
only nonrespiratory bronchioles.  Because the types, functions, and lesions of
epithelial cells are different, these two types of bronchioles will be discussed
separately.
     Nonrespiratory bronchioles are conducting airways  lined by two principal
types of  epithelial  cells:   the ciliated and nonciliated bronchiolar cells.
The latter cell  is frequently  called the Clara  cell.  Although man and most
animals have several generations of nonrespiratory  bronchioles, some nonhuman
primates  have only one (Castleman  et al.,  1975).   The last-generation  con-
ducting airway  before  the  gas  exchange area of the  lung is the terminal bron-
chiole.    Terminal  bronchioles  may  end by forming respiratory bronchioles, as
in man,  monkeys, and dogs, or by forming alveolar ducts, as in mice, rats, and
guinea pigs.  The  acinus,  the  functional  unit of the  lung,  extends distally
from the  terminal  bronchiole and includes  the gas  exchange  area supplied  by
the terminal bronchiole and  the vessels and nerves that service the terminal
bronchiole and its exchange area.
     A major lesion  due  to 03 exposure' occurs in the  central portion of  the
acinus, the centriacinar region, which includes the end of the terminal  bronchi-
ole and the first  few generations of either respiratory bronchioles or alveolar
ducts, depending on  the  species.   The centriacinar region is the junction of
the conducting  airways with  the gas exchange tissues.  The 0-  lesion involves
both the  distal  portion  of the airway and  the immediately adjacent alveoli,
the proximal alveoli.  In  animals  with respiratory  bronchioles, the  lesion  is
a  respiratory bronchiolitis.   Regardless of species differences in  structure,
the  lesion  occurs at  the  junction of the  conducting  airways  with the  gas
exchange area.
                                    9-31

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                                                                           3
     Terminal  bronchiolar  lesions  in  rats  due to inhalation of < 1960 pg/m
(< 1.0 ppm) of 0,  for 2 hr to 1 week have been described by Stephens et al.
(1974a), Evans et al.  (1976a,c),  Schwartz et al.  (1976), and others  (Table 9-1).
These changes were recently reviewed by  Evans (1984).   Ciliated cells are the
most damaged of the airway cells, and fewer of them are found in the bronchiolar
epithelium  of  exposed animals.   Those ciliated cells  present  tend  to have
cilia with focal  blebs and blunt ends.   Damaged ciliated cells  are replaced by
nonciliated bronchiolar (Clara)  cells (Evans et al., 1976a;  Lum et al.,  1978),
which become hyperplastic.  The  typical  projection of the nonciliated or Clara
cell into the lumen is reduced,  and the luminal  surface has increased granular-
ity.  The  reduction  in projection height appears to be due to a reduction in
agranular (smooth) endoplasmic reticulum (Schwartz et al., 1976).   Many ciliated
cells contain basal bodies and precursors of basal bodies indicative of cilio-
genesis (Schwartz et al., 1976).   The few brush cells present in nonrespiratory
bronchioles appeared  normal  (Schwartz  et al., 1976).   The  lesions were more
severe  in  higher generation,  more distal nonrespiratory  bronchioles than in
the lower generation, more proximal nonrespiratory bronchioles.
     In an  earlier  study,  Freeman et al.  (1974)  exposed  month-old  rats con-
tinuously to  1058  or  1725  pg/m   (0.54 or 0.88 ppm)  of  03  for 4  hr to 3 weeks.
In  addition to the centriacinar accumulations of macrophages  and the hyper-
plasia of the distal airway epithelium,  they reported an increase in connective
tissue elements and collagen-like strands which formed bridges across alveolar
                            3
openings.   In the  1725-pg/m  (0.88-ppm)  03  group, the  fibrosis  was  pronounced
and sometimes extended into terminal bronchioles.    In the same study, Freeman
                                                               3
et  al.  (1974)  exposed month-old rats to a mixture of 1764 (jg/m  (0.9 ppm) 0,
              3                                                        3
and 1690  pg/m (0.9 ppm)  nitrogen  dioxide,  or to  a  mixture  of  490 pg/m  (0.25
ppm) Oo  and 4700 pg/m  (2.5 ppm)  nitrogen  dioxide.   After 60 days of exposure
to  the  0.9/0.9 mixture,  Freeman  et al.  (1974) reported that  "both grossly and
microscopically, the  appearance  of the  lungs was characteristic  of advanced
experimental  emphysema,"  referring  to  earlier nitrogen  dioxide  exposures
(Freeman  et al.,  1972).   Freeman et al.  (1974)  did not  report emphysema in
rats exposed  to  03 alone, only in those rats exposed to the 0.9/0.9 mixture.
The topic of emphysema is  discussed later (Section 9.3.1.4.2).
     Results  differ  in four studies  of  long-term  (3-  to 6-month)  exposures  of
                    o
rats to  < 1960 pg/m   (<1.0 ppm)  for 6 or 8 hr/day.   The differences appear  to
be  due at  least  in part to the methods used to evaluate the bronchioles.  When
                                    9-32

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                                                                       3
using only  LM to study effects in rats exposed for 6 months to 980 ug/m  (0.5
ppm) for 6 hr/day,  Cavender et al.  (1978) did not find exposure-related lesions.
Barr (1984) exposed rats to 1862 (jg/m  (0.95 ppm) 03 8 hr/day for 90 days.   He
examined the bronchioles with LM, TEM, and SEM.   Using SEM he reported loss of
apical projections  of nonciliated cells and loss  of both density and height of
cilia.  Boorman et  al.  (1980) and Moore and Schwartz  (1981) reported signi-
                                                                 3
ficant bronchiolar  lesions following exposure to  980 or 1568 |jg/m  (0.5 or 0.8
ppm) of 03 8 hr/day for 90 or 180 days. In both studies, loss or shortening of
cilia and  flattening  of the  luminal  projections  of  nonciliated bronchiolar
cells were observed in terminal bronchioles at each time period, including the
end of exposure at  90 or 180 days.   Clusters of four to six nonciliated bronchio-
lar cells, in contrast to dispersed individual  cells in controls, were seen at
90 days in  both  studies, but not at  180 days.   However,  in 2 of the 12 rats
exposed 180 days,  larger nodular aggregates of hyperplastic cells projected
into the  bronchial  lumen.  After 50,  90, and 180  days  of  exposure, the nature
of the junction between the terminal bronchiole and the alveolar ducts changed
from the  sharp demarcation seen in controls to a gradual  transition with the
appearance of a respiratory bronchiole.  The presence of this change in distal
airway morphology was confirmed by Barr (1984).   Both ciliated and nonciliated
bronchiolar cells were  seen  on thickened tissue  ridges  between  alveoli.  This
change could result from either  alveolarization  of the  terminal  bronchiole  or
bronchiolization of alveolar ducts.   Although this change in the airway mor-
phology persisted,  the  changed segment reduced  in  length after  the  180-day-
exposed rats had breathed filtered air for 62 postexposure days.  The addition
of 1  to 10 mg/m  H2SO.  to these concentrations  of 03 for the same exposure
times did  not  potentiate the lesions  seen  in  the 0.,-alone rats (Moore and
Schwartz,  1981; Cavender et al., 1978; Juhos et al., 1978).
     Ozone-induced bronchiolar  lesions in  mice are similar  to  those seen  in
rats, but  the  hyperplasia of the nonciliated cells is more severe (Zitnik et
                                           -       •  -                      3
al., 1978); Ibrahim et al., 1980).  Following high concentrations (4900 ug/m ,
2.5 ppm),  Penha and Werthamer (1974)  noted persistence (unchanged in frequency
or appearance) or micronodular hyperplasia of noncilated  bronchiolar cells  for
120 postexposure days following  120 days of exposure.  At  lower 0~ levels (980
            3
or 1568 (jg/m , 0.5 or 0.8 ppm),  the hyperplasia was pronounced (Zitnik et al.,
1978; Ibrahim et al., 1980).  Ibrahim  et al. (1980) noted  hyperplastic clusters
of  nonciliated  cells  10 days after  exposure  but did not  make  observations
after longer postexposure periods.
                                    9-33

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     Guinea pigs were exposed by Cavender et al. (1977, 1978) continuously to
1 or 2 ppm of 03 for 2 or 7 days in acute studies and to 980 (jg/m  (0.5 ppm)  6
hr/day, 5 days/week for 6 months.  Morphological effects were studied  only by
LM.   The  acute,  higher  concentration distal-airway  lesions were  similar to
those  seen  in  rats  and  included loss of cilia and hyperplasia of nonciliated
cells.   The authors  reported  that  the long-term, lower concentration lesions
were more severe in guinea pigs than those in rats exposed to a similar regimen.
The lesions were  no  more severe in  guinea  pigs  exposed to a combination of
HUSO, aerosol  and 0.,.
9.3.1.1.2   Parenchyma.   Ozone does  not  affect  the  parenchyma in a  uniform
manner.  The centriacinar region (i.e., the junction of the conducting airways
with the  gas  exchange area) is the focus of damage, and no changes have been
reported in the peripheral portions of the acinus.
     9.3.1.1.2.1  Respiratory bronchioles.   Respiratory bronchioles are the
focus of effects, because they are the junction of the conducting airways with
the gas exchange area.  However, not all animals have respiratory bronchioles.
They are  well developed in man  but  are absent or  poorly  developed in the
common laboratory animals frequently used for 0., study, with  the  exception of
dogs (Freeman  et  al.,  1973) and macaque monkeys (Mellick et al., 1975, 1977;
Dungworth et  al.,  1975b;  Castleman et al.,  1977, 1980; Eustis et al., 1981).
Short-term  exposures  of  monkeys  to 392, 686, 980,  or  1568  (jg/m   (0.2,  0.35,
0.5, or 0.8 ppm) of 03 8 hr/day  for  7 days  resulted in damage to  type  1 cells
and hyperplasia of nonciliated bronchiolar cells, which were visible by either
light  or  electron  microscopy.   At lower concentrations,  these  lesions were
limited to  the proximal,  lower generation respiratory  bronchioles.   At higher
concentrations, the lesions extended deeper into the acinus.  The lesions were
focused at  the junction  of the conducting airways with the gas exchange area
and extended from that junction with  increasing 07 concentration.
                                                       3
     The  pathogenesis of  the  lesions due to 1568  pg/m  (0.8 ppm) of 0, for
periods up to  50 hr of exposure was  studied quantitatively by Castleman et al.
(1980).   Damage  to  type  1 cells was very severe following 4, 8, and 12 hr of
exposure.   Type  1 cell necrosis, which resulted  in  bare basal  lamina,  reached
a maximum at 12 hr.  The absolute and relative numbers of these cells decreased
throughout the exposure.   Only a few type 2 cells had mild degenerative changes
and  only  at  4 or  12 hr  of exposure.   Cuboidal  bronchiolar cells had mild
degenerative  changes, swollen  mitochondria, and endoplasmic  reticulum at all
times  except  18 hr.   Both cuboidal bronchiolar  and  type 2  cells  functioned as
                                     9-34

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stem cells in renewal  epithelium, and both contributed to the hyperplasia seen
at the  latter  exposure  times.   The inflammatory exudate included both fibrin
and a variety  of  leukocytes in the early phases.  In the latter phases, the
inflammatory cells were almost entirely macrophages.   Inflammatory cells were
also seen  in  the  walls  of  respiratory bronchioles and  alveoli  opening into
them.   These lesions were not completely resolved after 7 days of filtered air
breathing.
     Monkeys exposed to 960 or 1568 pg/m  (0.5 or 0.8 ppm) of 0, 8 hr/day for
                                               >                o
90 days had a low-grade respiratory bronchiolitis characterized by hypertrophy
and hyperplasia of cuboidal bronchiolar cells and intraluminal accumulation of
macrophages (Eustis et al.,  1981).  After the 90-day exposure, the percentage
of cuboidal  respiratory bronchiolar epithelial  cells was  90 percent rather
than the 60 percent found in controls.   Intraluminal  cells,  mostly macrophages,
reached a  maximum of  a thirty-seven-fold increase after 7 days  of exposure.
Their numbers  decreased  with continued exposure, but at 90 days of exposure,
they were  still  sevenfold higher than those of controls.   This study did not
include a postexposure period.
                                                                            3
     Fujinaka et  al.  (1985) exposed adult male  bonnet  monkeys to 1254 pg/m
(0.64 ppm)  03  8 hr/day  for one year.  They  reported significantly increased
volume  of respiratory bronchioles  which had  smaller  internal  diameters.
Respiratory bronchiolar  walls  were thickened by epithelial  hyperplasia and
increased  peribronchiolar  connective tissue.  Several small  nodules  of  hyper-
plastic and hypertrophied cuboidal   bronchiolar cells were reported near the
openings  of alveoli  into the respiratory bronchiole.   The authors interpret
the morphometry of respiratory  bronchioles  as  indicating an extension of
bronchiolar epithelium into airways which were formerly alveolar ducts similar
to the  formation  of respiratory bronchioles reported  in  03-exposed  rats by
Boorman et al.  (1980) and Moore and Schwartz (1981).
     In an earlier study,  Freeman  et al.  (1973)  exposed female beagle  dogs  to
1960 pg/m  (1 ppm) of 0, 8, 16, or 24 hr/day for 18 months.   Dogs exposed  to
          3
1960 pg/m  (1 ppm) of 03  for  8  hr/day had  the  mildest  lesions, which  were
obvious only  in the terminal airway and  immediately  adjacent alveoli,  where
minimal fibrosis  and  a  few extra macrophages were  seen.  More fibrous  strands
and macrophages were  seen in centriacinar areas  of lungs  from dogs exposed  16
hr/day. Lungs  from dogs exposed 24 hr/day  had  terminal  airways  distorted by
fibrosis  and thickened by both fibrous tissue and a mononuclear cell infiltrate.
Relatively broad  bands  of  connective  tissue were  reported  in distal airways
                                    9-35

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and proximal  alveoli.   Epithelial  hyperplasia was seen  sporadically  in  the
bronchiolar-ductal zone.  Other  dogs  in that study exposed to  3920  or 5880
    3
ug/m  (2 or 3 ppm) of 0, 8 hr/day for the same period had more severe fibrosis,
greater accumulations of  intraluminal macrophages, and areas of both squamous
and mucous metaplasia of bronchiolar epithelia.
     9.3.1.1.2.2  Alveolar ducts and alveoli.   Alveoli  in the  centriacinar
region, but  not  those  at the periphery of the acinus, are damaged by ambient
levels of 03  (Stephens  et al. ,  1974b;  Schwartz et al.,  1976;  Mellick et al.,
1977; Crapo  et al.,  1984).   The  lesion  is characterized by the destruction of
type 1 alveolar epithelial cells exposing the basal lamina;  an accumulation of
inflammatory  cells,  especially  macrophages; hyperplasia of type  2 alveolar
epithelial cells  that recover the denuded basal lamina; and thickening of the
interalveolar septa.   In animals with  respiratory bronchioles (e.g., dog,
monkey) the  alveoli  involved at  low concentrations are those opening directly
into the respiratory bronchiolar lumen of low-generation respiratory bronchioles
(Dungworth et al.,  1975b).   As  the concentration  is  increased,  the  lesions
include alveoli  attached  to  but not, seemingly, opening into  the respiratory
bronchioles and extending distally to higher-generation respiratory bronchioles
                                                          3
(Mellick et  al.,  1977).   In  monkeys exposed to 1568  ug/m  (0.8 ppm) of 03>
alveoli opening  into alveolar  ducts are minimally involved (Mellick et al.,
1977).  In animals that lack respiratory bronchioles (e.g.,  rat, mouse, guinea
pig) the alveoli involved open into or are immediately adjacent to the alveolar
ducts formed by the termination of the terminal bronchiole.
     In the centriacinar region of animals which lack respiratory bronchioles,
damage to type 1 cells has been reported as early as 2 hours following exposure
to 980  ug/m   (0.5 ppm)  0- using  LM  (Stephens et al.,  1974a).  While  not an 0-
concentration studied comprehensively or illustrated in that article, the same
authors comment  in  the  results  section  of their report that TEM evaluation of
rats exposed  to  392 ug/m  (0.2 ppm) 0- for 2 hours revealed "...considerable
damage  and  loss  of  type 1   cells from  proximal alveoli..."   Recovering of
denuded basal lamina by type 2  cells has been  reported to start as early as  4
hr (Stephens et al., 1974b).   The type 2 cell labeling index following tritiated
thymidine reached a maximum  at  2 days of continuous exposure  to either 686  or
980 ug/m  (0.35 or 0.5 ppm)  of 0- (Evans et al., 1976b).   Although the labeling
index  decreases  as  the  exposure continues (Evans et al., 1976b), clusters of
type 2 cells and cells  intermediate between types 2 and 1 were reported following
90 days of  exposure to 1568 ug/m   (0.8 ppm) by Boorman  et al.  (1980).  They
                                    9-36

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interpreted these intermediate cells as due to delay or arrest of the transfor-
mation from type 2 to type 1 epithelial cells.   Type 1 cell  damage and occasional
sloughing were  observed by Barry et al. (1983) in newborn rats exposed to 490
ug/m  (0.25 ppm) of 0- 12 hr/day for 6 weeks.   By using LM and TEM morphometric
techniques, these authors also  found  that centriacinar alveoli also had more
type 1 and 2 epithelial cells and macrophages.  The type 1 cells were smaller
in volume, covered less surface, and were  thicker.   Evans et al.  (1985)  studied
this effect and suggested that  0- tolerance exists when the surface area of a
cell is  small  enough so that antioxidant  mechanisms contained in that volume
can protect it  from  damage.   Sherwin et al. (1983) found increased  numbers of
lactate  dehydrogenase  (LDH)-positive  cells, presumed  to be  type 2 alveolar
epithelial cells, by automated  LM  morphometry of lungs from mice  exposed to
         3
588 ug/m   (0.3  ppm)  of 0- for  6 weeks.  Moore and  Schwartz (1981) reported
nonciliated bronchiolar cells lined some alveoli opening into  the  transformed
airways located between terminal bronchioles and alveolar ducts of rats  exposed
to 1568  ug/m   (0.8  ppm) of 0-  8 hr/day for 180 days.  Sulfuric  acid  aerosol
did not potentiate this lesion.
     The  inflammatory  cell response appears to occur  immediately following or
concurrent with  the  type  1 cell damage and has  been reported in monkeys as
                                o
early as  after  4 hr  of 1568 ug/m  (0.8 ppm) of 03 exposure  (Castleman et al.,
1980).   In rats,  the numbers of inflammatory cells per centriacinar alveolus
appear to be related to 0- concentration,  at levels between 392 and 1568 ug/m
(0.2 and  0.8  ppm),  during 7-day (Brummer  et al., 1977) and 90-day exposures
(Boorman  et al.,  1980).   Using the same technique, Moore and Schwartz (1981)
found statistically  significant increases  after 3, 50, 90,  and  180 days of
                              3
exposure  8 hr/day to 980  ug/m  (0.5 ppm)  of 0, and after 62 days of filtered
                                                           3
air following 180 days of exposure.   The addition of I mg/m  HpSO. aerosol  did
not result in larger increases.   In monkeys, the intensity of the response was
                                                                      3
greater  than  in rats exposed to the  same  0-  concentration (1568 ug/m , 0.8
ppm)  in  the  same regimen (8 hr/day) for 7, 28,  or 90 days  (Eustis et al. ,
1981).  Although in  both species the numbers of inflammatory cells per alveolus
decreased with  increasing length of exposure,  the decrease was not as rapid in
the monkey as in the rat (Eustis et al., 1981).
     Several investigators  (Boorman  et al., 1980; Moore and  Schwartz, 1981;
Fujinaka  et al., 1985; Barr, 1984) have presented evidence of bronchiolization
of  airways which were previously alveolar  ducts;  i.e.,  bronchial  epithelium
replaces  the  type I  and  2 alveolar epithelium  typical  of alveolar ducts.
                                    9-37

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This phenomenon  is most easily seen and quantitated  in species which normally
do not have respiratory bronchioles or have one very short generation of them.
In these species, airways with the characteristics of respiratory bronchioles
are seen between  the  terminal  bronchioles and the alveolar ducts of exposed
but not control animals (Boorman et al.,  1980; Moore and Schwartz,  1981; Barr,
1984).    In  species  which normally  have  several  generations of respiratory
bronchioles, bronchiolization is detected morphometrically by increases in the
volume fraction or total  volume of respiratory bronchioles.   Using morphometric
techniques, bronchiolization was reported in nonhuman primates exposed to 1254
    3
ng/m  (0.64 ppm) 0, 8 hr/day for one year (Fujinaka et al.,  1985).
     The interalveolar septa  of  centriacinar alveoli are thickened following
exposure to ambient  concentrations  of 0,.  After 7  days of continuous  expo-
sure,  the  thickening was attributed  to  eosinophilic hyaline  material  and
mononuclear cells (Schwartz  et al.,  1976).   Loose arrangements of cells  and
extracellular materials suggested separation by edema fluid.  Castleman et al.
(1980) also reported  edema  of interalveolar septa of monkeys exposed to 1568
    3
|jg/m  (0.8 ppm) of 03 for 4 to 50 hr.   Boorman et al. (1980) used morphometric
techniques on electron micrographs to quantitatively evaluate the thickness of
centriacinar interaveolar septa.  The arithmetic mean thickness was  increased
                            3
in rats exposed to 1568 ng/m  (0.8 ppm) of 03 8 hr/day for 20 or 90 days.  The
increased total  thickness was  due to thicker interstitium.   Although several
components could  contribute  to this increased thickness, the  subjective  im-
pression was one  of  a mild  interstitial  fibrosis.  Crapo et al. (1984)  made  a
more comprehensive morphometric study of centriacinar interalveolar septa from
                                     3
young adult rats  exposed  to 490 pg/m  (0.25  ppm) 0, 12  hr/day for 6 weeks.
They reported significant increases in tissue thickness and suggested that the
increased thickness  was due  to significant increases in  all cell types  except
type 2 cells, and to  increased interstitium.
                                                               3
     Moore and  Schwartz (1981),  after exposing rats  to 980  pg/m  (0.5 ppm) of
0-  24  hr/day  for 180 days,  reported  very  mild  interstitial  thickening of
centriacinar interalveolar  septa,  which  they concluded was due to collagen.
Earlier, Freeman et al. (1973) morphologically demonstrated fibrosis in beagle
dogs exposed to 1960 to 5880  pg/m3  (1 to 3 ppm) of  03 8 to 24 hr/day  for 18
months.
     In  several biochemical studies (see  Section 9.3.3.6), Last and colleagues
have shown  that 0-  is collagenic.  In one of these  (Last et  al.,  1979),  the
                                    9-38

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biochemical observations  were correlated with  histological  observations of
slides stained  for collagen and reticulin.  Elevated collagen synthesis  rates
were found at all concentrations and times studied.  Mildly  increased amounts
of collagen were seen morphologically in centriacinar alveolar duct septa from
                              3
most rats  exposed to 980 (jg/m  (0.5 ppm) of 0~ 24 hr/day  for 14 or 21 days.
                                                                   3
More severe lesions  were seen in rats  exposed  to 1568 to  3920 ug/m  (0.8 to
2.0 ppm) of 03  24 hr/day for  7,  14, or 21 days.   Last et al.  (1983,  1984a)
have reported synergistic  increases  in morphometrically determined volume of
centriacinar lesions,  inflammatory cells, and  "stainable"  collagen  in  rats
exposed to a mixture of 0- and ammonium  sulfate  aerosols.  The 1984 report
                                                            3
concerns this synergism in rats exposed to 1254 or 1882 ug/m  (0.64 or 0.96 ppm)
             3
03 and 5 mg/m   ammonium sulfate  for 3, 7, or 14 days.   The results correlate
well with  biochemically determined  apparent  collagen  synthesis rates (see
Section 9.3.3.6).
     Two studies address the biologically important question of the morphological
effects that follow  multiple  sequential exposures to 0~ with several  days of
clean air interspersed between 0, exposures (i.e., a multiple episode exposure
                                                         3
regime).   Plopper et al. (1978) exposed rats to 1568 ug/m  (0.8 ppm) 0, continu-
ously  for  3 days,  held  them  in  the chambers breathing  filtered  air  until
                                                                          3
postexposure day 6,  13,  or 27, when they were  again exposed to 1568 ug/m
(0.8 ppm) of O^ continuously for 3 days.  Rats were also examined 2, 6, 9, 16,
and 30 days  after  the first 0- exposure.  Lungs from rats breathing filtered
air for 9  days  after one 3-day exposure  had  only minimal  lesions and after
30 days of filtered air were indistinguishable from controls.  When the second
3-day 03 exposure  started 6 or 27  days after the end  of the first  exposure,
the lesions appeared identical  to each other and to those seen at the end of
the first exposure.   Barr (1984) compared lesions in rats exposed-to 1862 ug/m
(0.95 ppm) 0- 8 hours  every day for 90 days with both control  rats and  with
rats  exposed  to the  same concentration 8 hours per day in 5-day episodes
followed by 9 days  of filtered air repeated 7 times during an 89-day period.
The lesions were similar but less severe in  the  episodically exposed rats.
9.3.1.1.3  Vasculature. blood, and lymphatics.  Although edema is the apparent
cause of death  due  to inhalation of high concentrations of 0,, there is very
                                                                             3
little morphological evidence of pulmonary vascular damage due to < 1960 ug/m
(^ 1.0 ppm) of 0, exposure.  Bils (1970)  reported capillary endothelial damage
                                                              3
in mice less than 1 month of age exposed  for 7 hr to 1960 ug/m  (1 ppm) of 03,
but this experiment  has not been confirmed by others.    Boatman et al. (1974)
                                    9-39

-------
did demonstrate endothelial  damage in cats exposed via an endotracheal  tube to
510, 980, or 1960 ug/m3 (0.26, 0.5, or 1.0 ppm) of 03 for 4 to 6 hr, but it is
not clear  whether all exposure levels  resulted  in endothelial damage.  In
later studies  that  used  pneumonectomized and control rabbits, Boatman et al.
(1983) reported  occasional  swelling  of capillary endothelium  in both  groups
                    3
exposed  to  784 ug/m   (0.4  ppm)  of 0.,  7 hr/day,  5 days/week for 6 weeks.
Stephens et al.  (1974b)  reported  occasional  areas of endothelial swelling  but
concluded "the endothelium remains intact and rarely shows signs of significant
injury."  Stephens  et al. (1974a)  reported that "endothelium  retained  a  rela-
tively normal  appearance" in  rats exposed to  980  or 1764 ug/m  (0.5 or 0.9
ppm) of  07  for 2  to 12 hr or  980  ug/m   (0.5  ppm) for up to 6  months.   In rats
                                                3
exposed  by  the usual  methods  to 980 or  1568  ug/m   (0.5 or 0.8 ppm)  of  (L 8 or
24  hr/day,  centriacinar  interalveolar  septa  had a loose arrangement of cells
and extracellular material, indicating  separation by edema fluid (Schwartz et
al., 1976).  These  investigators did not find morphological  evidence of damage
to  endothelial cells.  Evidence of intramural  edema  in centriacinar areas  was
                                                                 3
found by Castleman  et al.  (1980)  in monkeys exposed to 1568  ug/m   (0.8  ppm)
for 4 to 50 hr,  but  they did not report morphological evidence of vascular
endothelial damage.
     Arterial  lesions have  been  only  rarely reported.   P'an et al. (1972)
reported increased  thickness  of the  media and intima  in  pulmonary arteries
from  rabbits  exposed  to  784  ug/m  (0.4 ppm)  0,  6 hr/day,  5 days/week for
10 months.   These rabbits had evidence  of intercurrent disease which was more
severe  in  exposed  animals.    The   LM description  indicates  "some  degree of
inflammatory  infiltrate"  in all  lungs, and  in one exposed rabbit the  lesions
were  so  severe that "visualization of the mural  framework of the alveoli was
difficult."   The pulmonary  artery media  and intima  were  also significantly
thickened  in  bonnet monkeys exposed to 1254 ug/m  (0.64 ppm) 0, 8 hr/day  for
one year (Fujinaka  et  al., 1985).
     No  references  to morphological  damage  of lymphatic  vessels were  found.
                                                                           3
This  is  not surprising,  because  following nasal  inhalation  of < 1960 ug/m
(<1 ppm) of Oo,  blood capillary endothelial  damage  has not been reported,  and
edema has  been reported  only  in centriacinar structures.   In  the more  genera-
lized edema that follows exposure to  higher concentrations, Scheel et  al.
(1959) reported perivascular  lymphatics were greatly distended.
                                    9-40

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9.3.1.2   Sequence in which Sites are Affected as a Function of Concentration
and Duration of Exposure.   The sequence  in  which anatomic sites are affected
appears to  be  a function  of concentration  rather than of exposure duration.
At sites that are involved by a specific concentration,  however, the stages in
pathogenesis of the lesion  relate  to the  duration  of  exposure.   Multiple
anatomical  sites  in the  conducting  and exchange areas  of  the respiratory
system have  been  studied  at sequential time periods  in  only a few studies.
Stephens et al. (1974a), in a study of the short-term effects of several concen-
trations  of 0,, reported finding by  LM  significant damage to  centriacinar
                                                            3
type 1 alveolar epithelial cells in rats exposed to 980 ug/m  (0.5 ppm) 03 for
2 hours.   Using TEN,  they also reported, but  did  not document by figures,
minimal damage to centriacinar  type  1 cells  in rats exposed  to 392 ug/m
(0.2 ppm) Oo for  2  hours.   Boatman et al.  (1974)  found  lesions in both the
                                                                            3
conducting  airways  and  parenchyma  of cats exposed to 510, 980, or 1960 ug/m
(0.26, 0.5, or  1.0 ppm) via an endotracheal  tube for times as short as 4.7 and
6.6 hr.  Thus,   if there is a time sequence in effect at various sites, it is a
short time.
     Increasing concentration  not  only results  in  more  severe lesions, but
also appears to extend  the lesions to higher generations of the same type of
respiratory  structure (i.e., deeper  into  the  lung)  (Dungworth  et al.,  1975b).
Several investigators who have described gradients  of  lesions have related
them  to  assumed decreases in concentration of 03  as it progresses  through
increasing  generations  of airways and to  differences  in  protection and sensi-
tivity of cells at various anatomic sites.  For the conducting airways, Mellick
et al.  (1977)  reported  more severe and extensive  lesions  in the trachea  and
major  bronchi  than  in small  bronchi  or terminal  bronchioles  of rhesus  monkeys
                            3
exposed to  980 or 1568  ug/m (0.5 or  0.8  ppm)  of 03 8 hr/day for 7 days.   For
the acinus, they noted the most severe damage  in proximal respiratory bronchioles
and their alveoli rather than in more distal,  higher generation ones.  Proximal
portions  of alveolar ducts  were  only minimally involved.  The  predominant
lesion was  at  the junction of the conducting  airways with the exchange area.
In  monkeys, as in man, the proximal  respiratory broichioles,   not alveolar
ducts, are  in  the central portion of the acinus.  Similar gradients of effects
in the conducting airways and the centriacinar region were reported by Castleman
                                                                       3
et al.  (1977), who  studied bonnet monkeys  exposed  to 392  and  686 ug/m  (0.2
and 0.35  ppm)  of  0- 8 hr/day for 7 days.   In  the  centriacinar region, this

                                    9-41

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gradient is most  easily  demonstrated by the hyperplasia of cuboidal  cells in
respiratory bronchioles that  extended  further distally in monkeys exposed to
686 rather than 392 ug/m  (0.35 than 0.2 ppm) of 0...
     The effects  of duration  of exposure are more complex.  In the time frame
of a  few hours, an early damage phase  has been observed at 2 or 4 hr of expo-
sure (Stephens et al., 1974a,b; Castleman et al., 1980).   Repair of the damage,
as indicated by DNA synthesis by repair cells, occurs as early as 18 hr (Castle-
man et  al., 1980) or  24 hr  (Evans et al., 1976b; Lum et al., 1978).  Stephens
et al. (1974a) reported little change in the extent of damage after 8 to 10 hr
of exposure.   Full morphological development  of  the  lesion occurs at about   3
days  of continuous exposure (Castleman  et al., 1980).  Damage continues while
repair  is  in  progress,  but at a lower rate.  This phenomenon has been termed
adaptation  (Dungworth et  al., 1975b).   When the time  frame  is  shifted from
hours to days, severity of  the lesion at 7 days differs little between exposures
of 8  hr/day and  24  hr/day  (Schwartz et al.,  1976).  When the time frame is
again shifted from days to months of daily exposures, the centriacinar lesions
diminish in magnitude, but  a  significant lesion remains (Boorman et al., 1980;
Moore and Schwartz, 1981; Eustis et  al., 1981).
9.3.1.3.  Structural Elements Affected
9.3.1.3.1   Extent of  injury to individual cell types.   The extent of  injury
to an individual  cell is related to the  product of the sensitivity of that
cell  type  and the dose of  03 delivered to the specific site occupied by that
cell.   Other  factors,  e.g.  maturity of the  individual  cell, may  also  be  in-
volved.  The  dose to  an  individual  cell  is  determined  by  the  concentration  of
0~ at that  specific site in the respiratory system and the surface area of the
cell  exposed  to  that  concentration  of  0^.   Thus,  sensitivity and extent of
morphologically detected  injury are not the same.  While  0-  concentrations  at
any  specific  site in  the respiratory  system  can not be determined  using  the
usual  analytical  methods,  the concentration can be  estimated using.mode ling
techniques  (See  Section  9.2).  The  literature does  contain extensive informa-
tion  on the extent of morphologically  detected  injury to  individual cells at
specific sites in the respiratory system.  That  information is reviewed in the
following  paragraphs.   Ciliated cells of  the  trachea and proximal,  lower
generation  bronchi  are  subject to  more  damage  than  those located in distal,
higher  generation bronchi  or  in lower  generation bronchioles proximal to the
terminal  bronchiole  (Schwartz et al.,  1976;  Mellick et al., 1977).  Ciliated
                                     9-42

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cells  in  terminal  bronchioles  of  animals without  respiratory  bronchioles
(i.e., rats) are  severely  damaged  by even low concentrations of (L (Stephens
et al., 1974a;  Schwartz  et al., 1976), whereas those in terminal  bronchioles
of animals with respiratory bronchioles (i.e., monkeys) are much less subject
to damage (Castleman et al.,  1977;  Mellick et al., 1977).
     In a  similar manner,  type 1 alveolar epithelial  cells  located in the
centriacinar region are  subject to  damage by  low concentrations  of 0~,  but
those in the peripheral portions of the acinus appear undamaged by the same or
higher concentrations (Stephens et al., 1974a,b;  Schwartz et al.,  1976;  Castleman
et al., 1980; Crapo et al., 1984).
     Although type 2  alveolar epithelial  cells appear  to be damaged less  by
0,, some type 2 cells in centriacinar locations develop mild lesions detectable
with the TEM (Castleman  et al., 1980).   There is  one report of larger than
normal lamellar bodies in type 2 cells from rats  fed a special  basal diet with
                                                             3
or without vitamin E  supplementation and  exposed to 588 ug/m  (0.3 ppm) 03 3
hr/day for 11 or  16 days (Shimura et al., 1984).  Type  2 cells are  progenitor
cells that recover basal  lamina denuded  by  necrosis  or sloughing of type 1
cells  and  transform   (differentiate)  into type 1 cells  when repairing the
centriacinar 0,  lesion (Evans  et al.,  1976b).   Increased  DMA synthesis  by
type 2 cells, as evaluated by autoradiography, may be a very sensitive indica-
tor of 0, damage.
     Although  nonciliated  cuboidal   bronchiolar  cells  appear  less  damaged
morphologically by 0- than ciliated cells and are  the  progenitor cells for
replacement  of  damaged ciliated cells  (Evans  et  al.,  1976a,c;  Lum et al.,
1978), they  are  a sensitive  indicator  of 0-  damage  (Schwartz et al., 1976).
                                3
Following exposure to 1960 (jg/m (<  1 ppm) of 0,, their height  is  reduced and
their luminal surface is more granular  (Schwartz et al., 1976).   The reduction
in height appears to  be due to a loss of  smooth endoplasmic reticulum (Schwartz
et al., 1976).               .  . . .     _       .            .. ...                 	
     Several investigators  report  that type 3 alveolar epithelial cells, the
brush cells, are not  damaged  by less than 1 ppm of 0, (Stephens et al., 1974a;
Schwartz et  al., 1976).  No reports  are available of damage to type 3 cells by
higher concentrations.
     Vascular endothelial  cells in  capillaries of the  interalveolar septa may
be damaged much  less  than earlier reports indicated, because lesions are  not
described in detailed studies using  TEM (Stephens et al., 1974a,b; Schwartz et
al., 1976; Mellick et al., 1977; Crapo  et al., 1984).   In the earlier reports,
                                     9-43

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damaged endothelial  cells were those located immediately deep to denuded basal
lamina and resulted  from sloughing of type 1 epithelial cells in the centri-
acinar region (Bils,  1970;  Boatman et al., 1974).  Stephens  et al.  (1974b)
reported occasional  areas of endothelial  swelling but  the endothelium in these
areas appeared relatively  normal  and the capillary bed was  intact (Stephens
et al. , 1974a,b).
     Morphological damage  to  the  various types of interstitial cells in the
interalveolar septa  has  not been  reported.   During 0~ exposure, inflammatory
cells migrate  into  the  centriacinar  interalveolar septa (Schwartz et al.,
1976). Later, more collagen and connective  tissue ground substance is found in
the interalveolar septa  (Moore  and Schwartz, 1981).   Boorman  et  al.  (1980)
                                                                           3
reported centriacinar  interalveolar septa  from  rats  exposed to 1568 ug/m
(0.8 ppm) 0- 8 hr/day  for  20 or 90 days  had thicker .blood-air barriers  which
contained more interstitium.  Crapo et al.  (1984) made a more  comprehensive
morphometric study of  centriacinar interalveolar septa from young adult rats
                    o
exposed  to  490 (jg/m    (0.25 ppm)  03 12 hr/day for 6  weeks.   They reported
significant  increases  in tissue thickness  and suggested  that the increased
thickness was due to significant  increases in all cell  types except type 2
cells, and to increased  interstitium.
     Mucous-secreting  cells  in  conducting airways  appear  relatively  resistant
to 03-   Boatman et  al.  (1974),  in studies  of cats exposed to < 1960 (jg/m  (^
1.0 ppm) of  03 via  an endotracheal tube for  short periods,  did find  limited
desquamation of these  cells,  but  the  authors  also  observed  that most  appeared
intact and  increased  in  size. Castleman  et al. (1977) noted roughened apical
surfaces of  mucous cells,  which appeared to be associated with mucigen drop-
lets  near the cell  surface, but did  not find other alterations in pulmonary
                                                    3
mucous cells from monkeys  exposed  to  392 or  686  ug/m   (0.2  or 0.35 ppm)  of 03
8 hr/day for 7 days.   Mel lick et  al.  (1977)  mention that  mitochondria!  swell-
ing and  residual  bodies  seen in ciliated cells were  not seen in mucous cells
                                                            o
in conducting airways  of monkeys exposed to 980 or 1568 ug/m  (0.5 or 0.8 ppm)
of O^ 8 hr/day for  7 days.  Schwartz et al.  (1976), who reported mucigen
droplets being released  from the  apical  surfaces  of  mucous cells  and mucous
droplets trapped among cilia, did not find changes suggesting damage to organ-
elles  in rats exposed to 392, 980,  or 1568  ug/m3 (0.2,  0.5, or 0.8 ppm)  of 03
8 or  24  hr/day  for  7 days.  Wilson et al.  (1984)  reported  only minor changes
in tracheal  mucous  cells from bonnet monkeys continuously  exposed for 3 or 7
days  to  1254 ug/m  (0.64 ppm)  O.,.   Using  TEM they reported  more  prominent
                                    9-44

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small-mucous-granule (SMG) cells which  had more abundant cytoplasm and more
specific granules.  They  speculated  that SMG cells may relate to the repair
process.  In regular mucous cells they reported fewer mucous granules  dispersed
in more cytoplasm.  The  mucous  granules appeared smaller and  differed  from
controls in  that  they  lacked the typical  biphasic  appearance  and had only
filamentous or granular secretory material.  No reports of damage to conducting
airways other than to ciliated and mucous cells were found.
9.3.1.3.2  Extracellular elements (structural proteins).   Although physiologic
and biochemical changes following 0, exposure suggest changes in the extracel-
lular structural  elements  of  the lung,  no direct morphological evidence has
been given of  changes  in  the  extracellular structural  elements themselves,  in
contrast to  changes in their location  or  quantity.   These physiologic and
biochemical  studies are  discussed  elsewhere in this  document  (See  Sections
9.3.2.2  and  9.3.3.6,   respectively).  Three  studies  provide  morphological
evidence of  mild  fibrosis (i.e., local  increase of collagen) in centriacinar
                                                      3
interalveolar  septa following exposure  to  <  1960 ug/m  (< 1 ppm) of 03 (Last
et al., 1979;  Boorman  et al., 1980; Moore and Schwartz,  1981).  Changes in
collagen location or  amounts, or both,  which  occur  with  the remodeling of
the distal airways, were  reported  in two  of  those  studies  (Boorman et al.,
1980; Moore  and Schwartz,  1981).  One study (Fujinaka et al.,  1985) reported
increased connective tissue  surrounding respiratory bronchioles from bonnet
monkeys exposed  to 1254  ug/m  (0.64 ppm)  03 8 hr/day for  one  year.   This
increase was due  to  increased  amorphous  extracellular matrix  rather than
stainable connective tissue  fibers.   Evidence of more collagen or changes in
                                                                       o
collagen location is in the report of dogs exposed to 1960 or 5880 ug/m  (1  or
3 ppm) of 03 for 18 months (Freeman et al., 1973).
9.3.1.3.3  Edema.    Morphologically  demonstrable alveolar  edema, or alveolar
flooding—an effect of higher-than-ambient levels of  0, (Scheel et  al., 1959;
                                                                      3
Cavender et  al., 1977)--is not reported after exposures to < 1960 ug/m  (S 1.0
ppm) of 03 for short or long exposure periods (Schwartz et al., 1976;  Cavender
et al., 1978; Mellick et al., 1977; Eustis et al.,  1981;  Boorman et al., 1980;
Moore  and  Schwartz, 1981).   Mild  interstitial  edema of conducting airways
(Mellick et  al.,  1977) and centriacinar parenchymal  structures  (Schwartz et
al., 1976; Castleman  et  al.,  1980; Mellick  et al.,  1977) is seen following
                                           3
exposure of  monkeys or rats to  < 1960 ug/m  (<  1 ppm)  of  0-  for  several hours
to 1 week.   Interstitial  edema  is not  reported  following  longer-term (i.e.,
                                         3
weeks to months)  exposure to  <  1960  ug/m   (<  1 ppm)  or less  (Cavender et al.,
                                    9-45

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1977; Eustis et  al. ,  1981;  Boorman et al. ,  1980;  Moore and Schwartz, 1981;
Zitnik et al., 1978).   Biochemical  indicators of edema are described in Sec-
tion 9.3.3.
9.3.1.4   Considerations of Degree of Susceptibility to Morphological Changes
9.3.1.4.1  Compromised experimental  animals.   Compromised experimental animals
(e.g., those  with a  special  nutritional or  immunological  condition)  in a
disease state or  of young or old  age may  respond to 03  exposure with  greater,
lesser, or a different  type of response  than  the normal, healthy, young  adult
animals usually  studied.  Some of these  may  represent  "at  risk" human popula-
tions.
     9.3.1.4.1.1  Vitamin E deficiency.   Rats maintained on vitamin E-deficient
diets tended to -develop more  morphological lesions following exposure to low
levels of 0- than did rats on the usual  rations (Plopper et al., 1979; Chow et
al.,  1981).   Rats maintained on  a  basal vitamin E diet equivalent to the
                                                                  3
average U. S.  human  adult intake were exposed  to  196 or  392 ug/m   (0.1 or
0.2 ppm) of 03 24 hr/day  for 7 days.  According to  LM  studies,  two  of the  six
rats  on the basal vitamin E had  increased  numbers  of macrophages  in their
centriacinar alveoli, a typical  response to higher levels of 0, (Schwartz et
                                                                        3
al., 1976).   Of five rats on the usual  rat chow diet exposed to 196 |jg/m  (0.1
ppm) 03 for the same period, LM revealed no increased centriacinar macrophages.
LM analysis showed neither  dietary  group had  lesions  in the  ciliated terminal
bronchiolar epithelium.   Rats in which lesions were observed by LM  had increased
macrophages, according  to SEM analysis.   Analysis by  TEM showed that all rats
                    3
exposed to 196 \*g/m   (0.1 ppm)  of  0, differed  from controls  in that some  of
the  centriacinar type 1 alveolar epithelial  cells  contained inclusions and
were thicker.
     Chow et al.   (1981) fed month-old rats a basal vitamin E-deficient diet or
that  diet supplemented  with 11 or  110 ppm vitamin E for 38 days,  after which
they  were  exposed either to filtered  air or to 196  ug/m   (0.1 ppm) of 0,
continuously for  7 days.  The morphology of six rats from  each diet and exposure
group was studied using SEM.   None of the  filtered-air control animals had
lesions.  Of the  rats exposed to 03, five of the six on the vitamin E-deficient
diet,  four of  six on  the  deficient  diet  supplemented  by 11 ppm  vitamin  E,  and
one  of the six on the deficient diet supplemented by 110 ppm vitamin E developed
the  typical 03 lesion as seen with  SEM (Schwartz et al., 1976).
      Sato et al.   (1976a,b, 1978,  1980) exposed vitamin  E-deficient  and supple-
mented rats to 588 ug/m (0.3 ppm)  of 03  3 hr daily for 16 consecutive days or
                                    9-46

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5 days a week for 7 months.  The short-term experiments (Sato et al., 1976a,b)
were marred by the presence of  chronic respiratory disease in the rats, which
may explain the investigators' finding of large amounts of debris and numerous
small bodies  "so thick that the original surface could not be seen"  and their
failure to find the typical centriacinar 0, lesions reported by others (Stephens
et al., 1974a; Schwartz et al.,  1976).   In the latter experiments,  Sato et al.
(1978, 1980)  did not  find morphological differences  between  the vitamin
E-depleted and  supplemented,  filtered-air  control  rats  or between  vitamin
E-depleted and supplemented, 0,-exposed rats.   They did find mild centriacinar
DO  lesions  in exposed rats from  both  vitamin E-deficient and supplemented
groups.
     Stephens et al.  (1983) reported results of exposure of vitamin E-depleted
                                            3
and control young and old  rats  to 1764 ug/m  (0.9 ppm) of 0, for 1,  3, 6, 12,
34, 48, and 72 hr.   Vitamin E depletion was evaluated by determination of lung
tissue levels.   Lung response to ozone  was based  on characteristic  tissue
nodules previously reported by these authors when using a dissecting microscope
rather than on conventional LM, SEM, or  TEM.  They concluded that response to
injury and repair  of the lung was  independent  of  the level  of vitamin E in
lung tissue.   Most of these studies included concurrent biochemical  evaluations
of oxidant metabolism and are discussed in Section 9.3.3.
     9.3.1.4.1.2   Age  at start  of exposure.   Although  most exposures  use
young adult experimental  animals,  there are a few reports of exposures of very
young animals (i.e.,  either before weaning or very soon thereafter).
     Bartlett et al.  (1974)  exposed 3- to  4-week-old  rats to 392 ug/m3 (0.2
ppm) of 0, for 30 days.  Lung volumes, but not body weights, were significantly
greater in the exposed rats.  Light microscopy of paraffin sections of conven-
tionally fixed lungs  did not reveal differences between exposed and control
rats in the lung parenchyma or terminal bronchioles, with the exception of two
control animals  which  had  lesions of "typical murine pneumonia."  Morphometry
was done on thick  sections  cut  by hand with a razor blade from the dorsal and
lateral surfaces of  air-dried lungs rather than on the paraffin sections of
conventionally fixed lungs.  Morphometry using these nonrandom samples revealed
significantly increased mean alveolar chord lengths and alveolar surface area,
but no difference in alveolar numbers.
                                                                       3
     Freeman  et  al.  (1974)  exposed  month-old  rats  to  1058 or 1725 ug/m (0.54
or 0.88 ppm)  of 0- for periods of 4 hr to 3 weeks.   In addition to the centri-
acinar accumulations of macrophages and hyperplasia of distal airway  epithelium
                                    9-47

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seen by others  following  exposures  of young adult animals, they reported an
increase in connective  tissue  elements and collagen-like strands that formed
                                                                            3
bridges across  alveolar openings.   Fibrosis  was pronounced in the 1725 ug/m
(0.88 ppm) group and  sometimes  extended into terminal  bronchioles.   Although
                                                     3
fixed lung volumes were not determined, the 1725-(jg/m  (0.88 ppm) group required
greater volumes of fixing fluid, evidence of larger lung volumes.  In the same
research report, Freeman  et al.  (1974)  studied month-old rats exposed  to 1764
    3                                3
(jg/m   (0.9 ppm)  of 0- and 1690  ug/m  (0.9 ppm)  nitrogen dioxide combined.
After 60 days  of exposure, they  observed the gross and microscopic appearance
of advanced experimental emphysema of the type they earlier described following
nitrogen dioxide exposure (Freeman et al.,  1972).  Although others have reported
larger fixed  lung  volumes in  exposed young adult  rats  (Moore and Schwartz,
1981), reports  of  emphysema  following 0- exposures are uncommon and are dis-
cussed in the next subsection of this document.
     Stephens  et al.  (1978) exposed  rats ranging in  age  from  1  to 40 days old
to 1666 ug/m   (0.85  ppm)  0., continuously for 24, 48, or 72 hr.   Rats exposed
to 63  before  weaning at 20 days of  age developed  little or  no  evidence of
injury, as  evaluated by  light  and  electron  microscopy.   When exposure was
initiated after weaning  at 20  days  of age,  centriacinar lesions increased
progressively,  plateaued  at 35  days  of age, and  continued  until  approximately
1 year of age.
     Barry et  al.  (1983)  exposed 1-day-old male rats and their mother to 490
    3
ug/m   (0.25 ppm) of  0- 12 hr/day for  6 weeks.   They observed persistence of
the centriacinar damage to type  1 epithelial cells and  increased centriacinar
macrophages.    By using LM and TEM morphometry  of  centriacinar  regions,  they
reported  an  increase in both type 1 and  2 alveolar epithelial   cells.   The
type 1 cells  were  smaller in volume, covered less surface, and were thicker.
The authors were  aware of the above  study by Stephens et al. (1978) and dis-
cussed the possibility that much of  the damage they  observed may have occurred
in the last 3 weeks of exposure  (i.e.,  after weaning).   Changes  in lung function
evaluated by Raub et  al.  (1983a) are  discussed in Section 9.3.2.
     Bils (1970) studied  the effects  of 1176 to  2548 ug/m3  (0.6  to 1.3 ppm) of
0. on  mice 4  days  old and 1 and 2 months old.   From  his  study,  Bils  concluded
that the  endothelium appeared to be  the main target of  the 03,  a conclusion
not supported  by  more recent studies,  which  deal  mostly with other  species.
Bils did  note the lesions were  more  severe in the 4-day-old  mice than in the
1- or 2-month-old mice.
                                     9-48

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     9.3.1,4.1,3   Effect  of  pneumonectomy.   Two  to  four  weeks following
pneumonectomy of rabbits, the contralateral lung  increases in volume, weight,
collagen, and protein content to approximate that of both lungs from controls,
but alveolar  multiplication  appears dependent  on age  at surgery.   Boatman
et al. (1983) exposed pneumonectomized and control rabbits to 784 ug/m  (0.4 ppm)
of 0, 7 hr/day, 5 days/week for 6 weeks.   They examined the lungs with standard
LM and  TEM morphometric  techniques, but  not  methods for alveolar  numbers.
Boatman and co-workers concluded that the lung growth that follows pneumonectomy
occurred after  03  exposure  and that no difference existed between  males and
females in this response.
9.3.1.4.2  Emphysema following ozone exposure.  The previous criteria document
for CL  (U.S.   Environmental  Protection Agency,  1978) cites three published
research  reports  in which  emphysema was  observed  in  experimental  animals
                                 7
following exposure to < 1960 ug/m  (< 1 ppm) of 0., for prolonged periods (P'an
et al.,  1972;  Freeman et al., 1974; Stephens et  al.,  1976).   Since then,  no
similar exposures (i.e.,  same species, On concentrations, and times) have been
documented to  confirm these  observations-.   An additional  consideration  is  the
similarity of  the  centriacinar lesion following  0^  exposure  to that  seen  in
young cigarette smokers (Niewoehner et al., 1974; Schwartz et al.,  1976; Cosio
et al., 1980; Wright et al., 1983; Fujinaka et  al., 1985) and the relationship
between cigarette  smoking and  emphysema  in humans (U.S.  Department  of Health,
                                                                            3
Education, and Welfare,  1967,  1969).  Further, animals exposed to  1960 ug/m
(1 ppm)  of 0~ reportedly have more  voluminous  lungs than controls  (Bartlett
et al.,  1974;  Moore and Schwartz,  1981).   Morphometry  was used to  demonstrate
enlarged  subpleural  alveoli  in one  of these reports (Bartlett  et al., 1974).
However,  these authors  indicate  that these  subpleural  alveoli may not be
representative  of  the whole  lung and do not conclude that emphysema was present.
Thus, a restudy of  these  three reports in  the 1978 document appears appropriate.
      The  precise  definition of emphysema is critical to reevaluation of these
reports.   Several  professional groups  have presented definitions of emphysema
(Fletcher  et al.,  1959;  World  Health  Organization,  1961; American Thoracic
Society,  1962).   The most recent  is the  report of a National  Heart,  Lung  and
Blood Institute,  Division of  Lung  Diseases  Workshop (National Institutes of
Health,  1985).   In human lungs,  "Emphysema  is  defined as a condition of the
lung  characterized by abnormal, permanent  enlargement of airspaces distal  to
the terminal  bronchiole,  accompanied by  destruction  of their  walls, and without
obvious  fibrosis"  (National  Institutes  of  Health,  1985).    Destruction  is
                                     9-49

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further defined:  "Destruction  in  emphysema is defined as non- uniformity in
the pattern of respiratory airspace enlargement so that the orderly appearance
of the acinus  and  its components is disturbed and may be  lost."  The report
further indicates "Destruction . .  .  may be recognized by subgross examination
of an  inflation-fixed  lung  slice .  .  .."   In order  to  stimulate additional
research, the  definition  of emphysema  in animal  models was less  restrictive.
The document  states:   "An animal model of  emphysema  is defined as an abnormal
state  of  the  lungs  in which there is enlargement of the airspaces distal to
the terminal  bronchiole.  Airspace  enlargement should be determined qualita-
tively in  appropriate  specimens and quantitatively by stereologic methods."
Thus in animal models airspace wall  destruction need not be present.   However,
where  information from air pollution exposures of animals is to be extrapolated
to hazards for humans, the definition of human emphysema must be  considered and
the presence of airspace wall destruction documented.
     Stokinger  et al .  (1957) reported emphysematous changes in  lungs from
guinea pigs, rats and hamsters, but not mice or dogs, exposed 6 hr/day,  5 days/
week for  14.5  months  to a mean  concentration  of slightly more than 1960
(1 ppm) of  0,.   With the exception of the dogs, mortality rates were high in
both control and exposed animals, ranging in the controls from 25 to 78 percent
and  in  exposed  from 11 to 71 percent.   The  published  report indicates that
emphysema was present  but does  not  further characterize  it as to the presence
of only enlarged air spaces  (Fletcher et al.,  1959) or  enlarged air spaces
accompanied by  destructive changes  in alveolar walls (World Health Organiza-
tion, 1961; American Thoracic  Society, 1962).  The  lungs were  fixed via  the
trachea* making  them suitable for studies of experimentally  induced emphysema
(American  Thoracic  Society,  1962;  National   Institutes  of  Health, 1985).
Stokinger et al.  (1957)  attributed  the emphysema in the  guinea pigs  to the
observed bronchial  stenosis.  Also  in  the guinea pigs were foci  of "extensive
linear fibrosis  .  .  . considered to be caused by organization of pneumonic areas."
In exposed  rats,  the mild degree of  emphysema  "did  not  exceed  the emphysema
found in the unexposed control  rats."  In exposed hamsters,  "mild to moderate"
emphysema was present,  but not in controls.   Emphysema is not mentioned in the
figure  legends,  but three of them  mention "alveoli  are  overdistended  .  . .
alveolar spaces  are dilated  .  . .   dilation  of  alveolar  ducts and  air  sacs."
Evidence of destruction  of  alveolar walls is not mentioned.   Later, however,
Gross et al.  (1965), in  an unrefereed  publication abstracted from  a presenta-
tion at the seventh Aspen Conference  on  Research in Emphysema,  reviewed  the
                                    9-50

-------
lesions in the hamsters from this exposure and described a "destructive process"
that resulted in contraction of interalveolar septa not associated with enlarge-
ment of air spaces.
     Because the  interpretation  in this EPA Criteria  Document  differs from
that in the previous document, the details need to be presented.  The signifi-
cance will be discussed in a paragraph at the end of this section.   The earlier
0., criteria document (U.S. Environmental Protection Agency, 1978) cites Stephens
et al.  (1976),  a  "long abstract"  that appears  not  to be  refereed.  This brief
article states  "rats  exposed  continuously for long periods (3-5 months) to
28,200 ug/m3 (15.0  ppm) N02 or 1568 ug/m3  (0.8 ppm) 03 develop  a disease  that
closely resembles emphysema"  but does not provide additional evidence other
than citing five earlier studies by the Stanford group of investigators.   Each
of those  five  references  was  checked for  studies  of  animals exposed to 0.,.
Three articles describe only NCL-exposed animals.  The fourth reference (Freeman
                                                             3
et al. , 1973)  is  to an exposure  of dogs  to 1960  to 5880  (jg/m (1 to  3  ppm)  of
03 8 to  24 hr  daily for  18 months and  was cited earlier  in this document.
Emphysema is not mentioned in that article.  Neither is emphysema mentioned in
the fifth  reference (Stephens,et al., 1974b),  which was  also cited earlier  in
this document.   These investigators  did describe  (Freeman et al.,   1974) a
                                                                     3
group of month-old rats exposed continuously for 3 weeks to 1725 ug/m  (0.88 ppm)
of 0,, half of which died and had  "grossly inflated, dry lungs."  In this same
                                                                  3
study, they  also  exposed  month-old rats to a mixture of 1690 ug/m   (0.9 ppm)
of NOp and  0.,  continuously for 60 days, at which time the lungs were grossly
enlarged, and  "both grossly and microscopically, the appearance of  the lungs
was characteristic of advanced experimental emphysema" of the type they earlier
reported  following  NO-  alone  at much higher  concentrations  (Freeman et al.,
1972).
     The third citation in the 0~  criteria- document (U.S. Environmental Protection
                                O
Agency, 1978)  is  to P'an et al.  (1972).  These  investigators exposed rabbits
            3
to 784 ug/m  (0.4 ppm)  of 03 6  hr/day,  5  days/week  for 10 months.   Tissues
were fixed apparently by  immersion rather than infusion  via  the trachea, which
is not in accord  with the American Thoracic  Society's  diagnostic  standard for
emphysema,  making emphysema  lesions  much  more difficult to evaluate  accu-
rately.   The  lesions  related  to  emphysema  are  only very  briefly described and
illustrated  in only  one  figure.  The authors also  report that "all lungs
showed some degree  of inflammatory infiltrate" and "lungs of the sixth were so
                                    9-51

-------
congested that visualization of the mural framework of the alveoli was diffi-
cult."  This is  more  reaction  than reported in other species exposed to this
comparatively low CU concentration.  The rabbits were not specified pathogen-
free, nor was the  possibility  considered that some  lesions  could be due to
infectious agents.   Neither  did  these  investigators consider the possibility
of spontaneous "emphysema and associated inflammatory changes" which Strawbridge
(1960) described in lungs from 155 rabbits  of various ages and breeds.
     In the studies reviewed in this section, enlargement of air spaces distal
to the terminal  bronchiole have been described following 03 exposure of several
species of experimental animals.   In one study, the enlargement was quantitated
using morphometry of air-dried lungs (Bartlett et  al., 1974).  Destruction  of
alveolar walls was  only  briefly  described  in two reports (P'an et al., 1972;
Gross et al., 1965).   In one of  these  studies (P'an et al.,  1972) the lungs
were apparently fixed by immersion rather than infusion, making a diagnosis of
emphysema less reliable  (American Thoracic  Society, 1962).   The  other study
(Gross et al.,  1965)  appears to be an unrefereed long abstract rather than a
full  research  report article.   Neither  of  these reports describes  lesions
which unequivocally meet the criteria for human emphysema as defined by either
the American Thoracic  Society  (1962) the or  the  National  Institutes  of Health
(1985).

9.3.2  Pulmonary Function Effects
9.3.2.1  Short-Term Exposure.  Results  of  short-term 0~ exposures of experi-
mental animals are  shown in  Table 9-2.   These  studies were designed  to evalu-
ate the acute changes in lung function associated with 03 exposure in a variety
of  species  (mice,  rats,  guinea pigs, sheep,  rabbits, cats, monkeys,  and  dogs)
when compared to filtered-air exposure.
     The effects of short-term local  (K exposure  of the  lung periphery  have
been examined in dogs by Gertner  et al.  (1983a,b).   A fiber-optic bronchoscope  .
with  an  outside  diameter of 5.5  mm was  wedged into  a segmental  airway and  a
                                   3
continuous flow of 196 or 1960 |jg/m  (0.1 or 1.0 ppm) of 03 was flushed through
this  airway  and  allowed  to escape through  the system of  collateral  channels
normally  present in the lung periphery.  During exposure to either 196  or
         3
1960 pg/m   (0.1  or  1.0 ppm)  of 0.,, airflow resistance through the collateral
channels  increased  during the first 2  min  of exposure.   Resistance of  the
                                                                            3
collateral  channels  continued  to increase  throughout exposure  to 1960 |jg/m
                                   9-52

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                                                TABLE 9-2.   EFFECTS OF OZONE ON PULMONARY FUNCTION:   SHORT-TERM EXPOSURES
vo
Ozone
concentration Measurement
|jg/ma
196
1960
431
804
1568
470 to
2156
510
980
1960
666
1333
2117
2646
980
ppm method
0.1 MAST
1.0
0.22 CHEM.
0.41 NBKI
0.80
0.24 to NBKI
1.1
0. 26 MAST
0.5
1.0
0.34 NBKI
0.68
1.08
1.35
0.5 NBKI
b Exposure
' duration
& protocol Observed effects'"
30 min Collateral system resistance increased
rapidly during exposure, falling to
control levels at 0.1 ppm but con-
tinuing to increase at 1.0 ppm of 03.
2 hr Concentration-dependent increase in ffi
for all exposure levels. No change in
R. , TV, or MV. Decreased C.dyn during
exposure to 0.4 and 0.8 ppm of 03.
12 hr Premature airway closure at 6 hr, and
1 and 3 days following exposure, reflec-
ted by increased RV, CC, and CV (6 hr
and 1 day only). Maximum effect 1 day
following exposure, all values returned
to normal by 7 days. Distribution of
ventilation less uniform 6 hr following
exposure. Increased lung distensibility
in the mid-range of lung volumes (25-75%
TLC) 7 days following exposure.
2.0 to Concentration-dependent increase in R,
6.5 hr during exposure. Decreased C. and O.CO
but less frequent and less marked than
changes in R. . No change in VC or
deflation pressure- volume curves.
2 hr Increased fg and decreased TV during
exposure to all 03 concentrations.
Increased R during exposure to 1.08
and 1.35 ppm of 03.
2 hr Slight increase in fg and R (to 113%
of control values) daring exposure.
Species
Dog
Guinea pig
(200-300 g)
Rabbit
Cat
Guinea pig
(300-400 g)
Guinea pig
(280-540 g)
Reference
Gertner et al. ,
1983a,b
Amdur et al. , 1978
Inoue et al. , 1979
Watanabe et al . ,
1973
Murphy et al . , 1964
Yokoyama, 1969

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                                         TABLE 9-2.   EFFECTS OF OZONE ON PULMONARY FUNCTION:  SHORT-TERM EXPOSURES  (continued)
VD

O1
Ozone . Exposure
concentration Measurement ' duration
ug/nr*
1470
1960
3920
ppm method
0.75 CHEM
1.0
2.0
& protocol
Continuous
1, 3, 7 or
14 days
Observed effects0 Species Reference
The validity of this study is ques- Rat Pepelko et al.,
tioned because of low airflow through 1980
the exposure chambers and high mortality
of exposed animals (66% mortality in rats
exposed to 1 ppm of 03).
                   1960
                   1960
NBKI
NBKI
3 hr           Reduced TLC at air inflation pressure          Rabbit
               of 30 cm H20,  1 to 3 days postexposure
               but not at 7 days.   No difference in
               lung pressure-volume characteristics
               during lung inflation with saline.

6 hr/day,      Increased R, and decreased C.dyn               Rabbit
7 to 8 days    1 day following exposure.  No change
               in MEFV curves.
Yokoyama, 1972, 1973
Yokoyama, 1974
                   Measurement method:   MAST = Kl-coulometric  (Mast  meter); CHEM = gas phase chemiluminescence; NBKI =  neutral  buffered  potassium iodide.

                    Calibration method:   NBKI = neutral  buffered  potassium iodide.

                   cSee Glossary for the definition of pulmonary  symbols.

-------
(1.0 ppm) of 0,, but decreased again to control levels during continued expo-
                3
sure to  196 ug/m   (0.1  ppm)  of  0,.   Based on these observations,  the authors
reported that tolerance  appears  to develop in the  collateral  airways to locally
                                                       3
delivered 03 at concentrations of 196 but not 1960 ug/m  (0.1 but  not 1.0 ppm)
of 03.
     Amdur et al.  (1978) measured brearthing pattern (tidal  volume, respiration
rate, and minute volume), pulmonary  resistance, and dynamic pulmonary compli-
ance in  guinea  pigs  during  2-hr exposures to 431, 804, or 1568 ug/m  (0.22,
0.41, or 0.8 ppm)  of  03-   Accelerated respiration rates with no  significant
changes  in tidal volume were measured during exposures to all 03 concentra-
tions.    The  onset  and magnitude of  these  changes  in  respiration  rate were
concentration-dependent, and  values  of  respiration  rate remained  elevated
during a 30-min recovery period  following  exposure.  Pulmonary compliance was
significantly lower than pre-exposure values following 1 and 2 hr of exposure
                   3
to 804 or 1568 ug/m  (0.41 or 0.8 ppm) of 0~, and values of compliance remained
low during the  30-min  recovery  period.   Changes  in dynamic  compliance were
essentially the same  during  exposure to either 804  or 1568 ug/m    (0.41 or
0.8 ppm) of 03.  These  investigators observed no  significant change in pulmo-
nary resistance  during  exposure to  03.   If  anything,  resistance  tended to
decrease throughout the exposure and recovery period.
     The lack of a significant  increase in pulmonary resistance in the Amdur
et al.  (1978) study is  in contrast to the 113 percent increase over pre-exposure
values in total respiratory flow resistance measured in guinea pigs exposed to
980 ug/m3 (0.5 ppm) of 03 for 2 hr by Yokoyama (1969).   Watanabe et al.  (1973)
also found increased pulmonary flow resistance in cats artificially ventilated
through  an  endotracheal tube with 510,  980,  or  1960 ug/m3 (0.26,  0.50, or
1.00 ppm) of 03  for 2  to 6.5 hr.  Pulmonary  resistance  had increased to at
least 110 percent  of  control  values  in all animals after 105 min  of exposure
           3                                                       3
to 510 ug/m  (0.26 ppm) of 0,, after 63 min of exposure to 980 ug/m  (0.50 ppm)
                                                3
of 03, and after 49 min of exposure to 1960 ug/m  (1 ppm) of 0-j.   Dynamic lung
compliance was  decreased during 0-  exposure  in the  Watanabe et  al.  (1973)
study, as  it was  in the Amdur et al. (1978) study.  However, changes in pul-
monary compliance  measured by Watanabe  et  al.  (1973) occurred less  frequently
and were less  severe  (based on  percentage changes from pre-exposure  control
values)  than changes in pulmonary resistance.
     Like Amdur et al.  (1978) and Yokoyama (1969), Murphy et al.  (1964) also
measured  breathing pattern and  respiratory  flow  resistance in guinea pigs
                                   9-55

-------
during 2-hr  0, exposures.  These  investigators  found concentration-related
                                                                             3
increases in respiration rate during exposure to 666, 1333, 2117 or 2646 pg/m
(0.34, 0.68, 1.08, or 1.35 ppm) of 0,.   Respiratory flow resistance was increased
(to 148 and 170 percent of pre-exposure values) in guinea pigs exposed to 2117
and 2646 pg/m   (1.08 and 1.35 ppm) of (L respectively.   Pulmonary compliance
was not measured.
     The variability in measurements  of pulmonary resistance following 0~
exposure can be attributed  to a number  of  factors  including the following:
frequency characteristics of  the  monitoring equipment and measurement tech-
niques utilized,  the influence of anesthetics, and the  intraspecies differ-
ences in airway reactivity  of guinea pigs.   The latter point was the subject
of critical review in the assessment of toxicological effects from particulate
matter and sulfur oxides (U.S. Environmental Protection Agency, 1982).
     Recovery  of  guinea pigs  from short-term  03  exposure  was substantially
different in the  above  three  studies.  Animals exposed by  Amdur  et al. (1978)
showed little  or  no  return  toward  pre-exposure values for  any  of the measured
parameters during a 30-min recovery period following exposure.  In guinea pigs
exposed by  Murphy et al. (1964) and Yokoyama  (1969),  respiration rates had
returned almost  to  pre-exposure values  by  30 min following exposure.  The
development of more  persistent lung-function changes  following 03 exposure in
the Amdur  et al.  study  (1978)  may  be attributed to the small  size and associ-
ated immaturity of these guinea pigs (200 to 300 g) compared with those in the
studies by  Murphy et al. (1964) (300  to 400  g)  and Yokoyama  (1969) (280 to
540 g).   In an earlier  study, Amdur et  al. (1952)  showed  that young guinea
pigs 1 to  2 months old were significantly more sensitive to inhaled sulfuric
acid aerosols  than  12-  to 18-month-old animals.   The use of ether anesthesia
and placement  of  an intrapleural  catheter by  Amdur  et al.  (1978) but not by
Murphy et  al.  (1964) or Yokoyama (1969) may also have sensitized the animals
exposed by Amdur  et  al.   (1978) to effects of 0~.
                                                            o
     Inoue et al.  (1979) exposed rabbits to 470 to 2156 pg/m   (0.24 to 1.1 ppm)
of 0-  for  12 hr and performed lung function tests 6 hr, and 1,  3, and 7 days
following  exposure.   These rabbits showed  functional  evidence of premature
airway closure with  increased  trapped gas at low lung volumes  6  hr, 1 day, and
3 days  following  exposure.    Functional  changes  indicating premature airway
closure  included  increased  values of closing  capacity,  residual volume,  and
closing  volume.   Lung quasistatic pressure-volume measurements  showed higher
lung volumes at lung distending pressures from 0 to -10  cm of  ^0.  These lung
                                   9-56

-------
function changes were greatest 1 day following exposure and had disappeared by
7 days following exposure.   Distribution  of ventilation in the lung was less
uniform  in  (k-exposed animals only at  6  hr following exposure.   By 7 days
following the  initial 12--hr  Oo  exposure,  the  only  significant  functional
change was  an  increased  lung distensibility in the midrange of lung volumes
(from 25 to 75 percent total lung capacity).
     Earlier studies  by  Yokoyama (1972),  in which  rabbits were  exposed to
1 ppm of 0- for 3 hr, showed a timing of lung function changes similar to that
observed by Inoue  et al.  (1979).   For both studies,  maximum  changes  in 0,-
exposed  animals were  observed 1 day following exposure and had disappeared  by
7 to 14 days following exposure.   However, in some aspects, the Yokoyama (1972)
study was substantially different from  that of  Inoue  et al. (1979).  Yokoyama
(1972) found reduced maximum lung volume at an air inflation pressure of 30 cm
of h^O, whereas Inoue et al. (1979)  found no difference in maximum lung volume.
Yokoyama (1972) does  not  show lung  pressure-volume curves at pressures  less
than atmospheric pressure, so premature airway closure and gas trapping cannot
be evaluated in this study.   One factor  that may contribute  to  differences
between these two studies is the use of an excised lung preparation by Yokoyama
(1972) compared with  evaluation  of  intact  lungs  in anesthetized  rabbits by
Inoue et al. (1979).
     Yokoyama (1974) also evaluated  lung function in rabbits following exposure
to 1960  pg/m   (1 ppm)  of  03, 6 hr/day, for 7 to  8 days.   He found  increased
pulmonary resistance  and  decreased  dynamic compliance in  0,-exposed animals
compared to air-exposed control  animals.   Static pressure-volume curves and
maximum expiratory flow-volume curves were not significantly different between
the two groups.
9.3.2.2  Long-Term  Exposure.   Table 9-3  summarizes results of  long-term 0,
exposures.   Raub et  al. (1983a) exposed neonatal  and  young adult (6-week-old)
rats to  157, 235,  or 490 pg/m3 (0.08,  0.12, or 0.25  ppm) of 03 12 hr/day,
7 days/week for 6  weeks.   Lung function  changes  were observed primarily in
neonatal rats following 6 weeks of 0, exposure.   Peak inspiratory flow measured
in these animals during,spontaneous  respiration was significantly lower follow-
ing exposure  to 235  or 490 ug/m   (0.12 or 0.25 ppm)  of  0,.   Lung volumes
measured at high distending pressures were significantly  higher in neonatal
                            3
animals  exposed to 490 pg/m  (0.25  ppm)  of 03  for  6  weeks than  in control
animals.  These results are consistent with increased  lung volumes measured
during  lung inflation with either air  or saline  by Bartlett et al. (1974)
                                   9-57

-------
TABLE 9-3.   EFFECTS OF OZONE  ON PULMONARY FUNCTION:   LONG-TERM EXPOSURES
Ozone
concentration
ug/m3
157
235
490
392
392
1568
784
882
980
1568
ppm
0.08
0.12
0.25
0.2
0.2
0.8
0.4
0.45
0.5
0.8
b Exposure
Measurement ' duration
method & protocol
CHEM 6 weeks,
12 hr/day,
7 days/week
MAST, 28 to 32 days,
NBKI continuous
UV or CHEM 62 exposures,
NBKI 6 hr/day,
5 days/week
NBKI 6 weeks,
; 7 hr/day,
5 days/week
MAST 6 to 7 weeks,
6 hr/day,
6 days/week
UV, 7, 28, or
NBKI 90 days;
! 8 hr/day
Observed effects0
Increased end expiratory lung volume
in adult rats and increased lung
volumes at high distending pres-
sures in neonatal rats exposed to
0.25 ppm of 03. Reduced peak inspira-
tory flow in neonatal rats exposed
to 0.12 or 0.25 ppm of 03.
Increased lung distensibility in
03- exposed rats at high lung
volumes (95-100% TLC) during in-
flation with air or saline.
Increased R. (not related to con-
centration) in rats exposed to
0.2 or 0.8 ppm of 03. Lung volumes at
high distending pressures (VC and TLC)
were increased at 0.8 ppm and FEF25 and
FEF10 were decreased at 0.2 and 0.8 ppm
of 03.
Increased alveolar wall extensibility
at yield and break points, increased
hysteresis ratio, and decreased stress
at moderate extensions. Fixed lung
volume increased 15%. Lung growth
following pneumonectomy prevented
these changes to 03 exposure.
No effect of exposure on lung pressure-
volume curves.
Decreased quasistatic compliance (not
related to concentration).
Species
Rat
(neonate or
6-week-old
young adult)
Rat
(3 to 4 weeks)
Rat
(10 weeks)
Rabbit
Rat
Monkey
(Bonnet)
Reference
Raub et al . , 1983a
Bartlett et al. ,
1974
Costa et al . , 1983
Martin et al. ,
1983
Yokoyama and
Ichikawa, 1974
Eustis et al., 1981

-------
                                         TABLE 9-3.   EFFECTS OF 020NE ON PULMONARY FUNCTION:  LONG-TERM EXPOSURES  (continued)
VD

U1
VD
Ozone
concentration
ug/m3
980
1960
1254
1254
ppm
0.5
1.0
0.64
0.64
Measurement3 '
method
MAST,
NBKI
|
(IV,
NBKI
UV.
NBKI
i
Exposure
duration
& protocol
3 and 6 hr/day
for up to 60
days
7 or 20 days
1 year,
8 hr/day,
7 days/week
Observed effects'"
Increased resistance of central airways
after 3-hr daily exposures to 1.0 ppm
for 30 days; increased resistance of
peripheral airways after 6-hr daily
exposures to 0.5 ppm 03 for 60 days.
Increased peripheral resistance in
rats exposed for 7 days but not
20 days ; decreased 1 ung reactance
at high frequencies in both groups.
Following 6 months of exposure, venti-
lation was less homogeneous and R,
was increased. Following 12 months
Species Reference
Rat Yokoyama et al . ,
1984
Rat Kotlikoff et al. ,
1984
Monkey Wegner, 1982
(Bonnet)
                                                                       of exposure, R,  remained elevated
                                                                       and forced expiratory maneuvers showed
                                                                       small airway dysfunction (decreased
                                                                       FEVt and FEFi2.s).   During the 3-month
                                                                       recovery period following exposure,
                                                                       C^st decreased.
                 Measurement method:  MAST = Kl-coulometric (Mast meter); CHEM = gas phase chemiluminescence; UV = UV photometry.

                  Calibration method:  NBKI = neutral buffered potassium iodide.

                 GSee Glossary for the definition of pulmonary symbols.

-------
                                                               3
following exposure of young rats (3- to 4-week-old) to 392 ug/m  (0.2 ppm) of
(L continuously for  28  to 32  days.   Moore and Schwartz (1981) also found an
increased fixed  lung volume  (following  lung perfusion at  30  cm  inflation
pressure with Karnovsky's  fixative)  after 180 days of continuous  exposure to
        3
980 ug/m  (0.5 ppm)  of  0,.  Yokoyama and Ichikawa (1974) found no change in
                                                                         3
lung  static  pressure-volume  curves  in mature  rats  exposed to  882 ug/m
(0.45 ppm) of 0, 6 hr/day, 6 days/ week for 6 to 7 weeks.
     Martin et al.  (1983)  studied  the mechanical properties of the alveolar
wall from rabbits exposed  to  784 ug/m  (0.4 ppm) of 03, 7 hr/day, 5 days/week
for 6 weeks.  A  marked  increase in the maximum extensibility of the alveolar
wall and  a  greater  energy loss with length-tension cycling (hysteresis) were
found following exposure.   A 15-percent increase in fixed lung volume following
perfusion at 20  cm  of FLO was  also  reported  following 0^ exposure, which is
similar to the fixed lung volume changes reported by Moore and Schwartz (1981).
Morphology and morphometry of paired lungs or  lungs  from  animals  similarly
exposed to 0^ is reported in Section 9.3.1.4.
     Costa et al.  (1983)  evaluated lung  function changes in rats exposed to
392, 1568, or 3920 ug/m3 (0.2, 0.8, or 2 ppm) of 03,  6 hr/day,  5 days/week for
62 exposure days.  (This report will not discuss effects in animals exposed to
2 ppm of  Oo).   These investigators found increased pulmonary resistance (not
                      .                                     o
concentration-related)  in  rats  exposed to 392 or 1568 ug/m  (0.2 or 0.8 ppm)
of DO.   Lung  volumes measured at high distending pressure  (VC and TLC) were
                                          3
increased following  exposure  to 1568 ug/m  (0.8 ppm) of 0,.  Similar changes
in lung  distensibility  were observed by Raub et al.  (1983a), Bartlett et al.
(1974), Moore and  Schwartz (1981), and Martin  et  al.  (1983).   Costa et al.
(1983) also observed decreased  (not  concentration-related)  maximum expiratory
flows at  low  lung volumes  (25 and  10 percent  of  VC)  in  rats  exposed to  392  or
         3
1568 ug/m  (0.2 or 0.8 ppm) of 0^.   Changes in maximum flow at low lung volumes
indicate peripheral  airway dysfunction and may be related to reduced parenchymal
elasticity or narrowing of the airway lumen.
     Yokoyama et al. (1984) evaluated lung function in 7-week-old rats immedi-
ately after exposure to 1960  ug/m  (1.0 ppm) of 03,  3  hr/day  for 14 and 30
consecutive days  and in rats  of two different  ages  (4- and 10-week-old)  one
day after exposure  to 980 ug/m  (0.5 ppm) of 03, 6 hr/day for 60 consecutive
days.   Pulmonary  flow resistance (R.) increased after  03 exposure;  however,
the  pattern  of  this change was different between both  types  of exposure.
Increased R,  occurred over a wide  range  of  lung deflation pressures in the
                                   9-60

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former exposure while  R,  increased only at lower pressures after the latter
exposure.   The authors interpreted these changes as  an indication of increased
central airway  resistance  in rats exposed to  1960  ug/m   (1 ppm) of 0, for
                                                                              3
30 days and increased peripheral  airway resistance in rats exposed to 980  ug/m
(0.5 ppm)  of 0^ for 60 days.   These changes were also consistent with morpholog-
ical findings of  greater  mucous  secretions in  large  bronchi  of the animals
                     3
exposed to  1960 ug/m  (1  ppm)  of 0, and in the peripheral airways of animals
                   3
exposed to  980 ug/m   (0.5 ppm) of  0.,.   No  changes in  static deflation volume-
pressure curves of the lungs were found after either exposure nor were there
any differences in effects that  could be attributed to the  age  of rats at the
start of exposure.
     Eustis et al. (1981) evaluated.lung function in bonnet monkeys (Macaca
radiata) exposed  to  980 or 1568  ug/m  (0.5 or  0.8 ppm) of 0,, 8 hr/day for  7,
28, or 90  days.   This study appeared to be preliminary (range-finding) for the
long-term  study reported  by  Wegner (1982).  Only a  limited number of animals
were evaluated at each time point (1 per exposure group at 7 days, 2 at 28 days,
and 3  at 90 days).   With  so  few  animals  tested and  tests  made following three
different  exposure periods,  little significant lung-function data related to
Oo  exposure were  generated.  When  pooling  results from all  exposure  times and
0., concentrations, quasi-static lung compliance was  significantly different in
0~-exposed  animals than  in  control animals.   Compliance  tended to  decrease
from pre-exposure values in control animals and increase in 0.,-exposed animals.
     Wegner (1982) evaluated  lung function in 32 bonnet monkeys, 16 of which
                         3
were exposed to 1254 ug/m  (0.64 ppm) of 0,, 8 hr/day, 7 days/week for 1 year.
Lung function tests  were  performed pre-exposure,  following  6  and 12  months  of
exposure,  and following  a 3-month postexposure recovery period.  In addition
to  measurements of carbon monoxide diffusion  capacity of the lungs (Di™),
lung volumes,  quasi-static  pulmonary  compliance (C  .,, O  and  partial  and
maximum expiratory flow-volume curves by standard techniques, frequency depen-
dence  of compliance  and  resistance and pulmonary impedance from 2-32Hz were
measured by a forced  oscillation  technique.   The addition of  these  latter
measurements may  elucidate  more  clearly than  ever before the site and nature
of  lung impairment caused by exposure to toxic compounds.
     Following six months  of 0, exposure, pulmonary  resistance and frequency
dependence  of  pulmonary compliance were  significantly  increased.   After 12
months, the 03  exposure  had significantly increased  pulmonary  resistance and
inertance (related to  the pressure required to accelerate air and lung tissue),
                                   9-61

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and forced expiratory maneuvers  showed decreased flows at  low  lung volumes
(12.5 percent VC) and decreased volume expired in 1 sec (FEV,).   Wegner (1982)
suggested that because lung volumes and pulmonary compliance were not affected
in 0~-exposed animals, changes in  forced expiratory function were more likely
caused by narrowing  of  the peripheral airways than by decreased small  airway
stiffness.   Rigid analysis  of  the  pulmonary impedance data by linear-lumped-
parameter modeling suggested that the increase in pulmonary resistance  was due
to central  as well as peripheral  airway narrowing.
     During the 3-month recovery period following exposure, static lung compli-
ance tended to decrease in  both 0--exposed and control animals.  However, the
decrease in compliance was significantly greater in (L-exposed animals  than in
control animals.. No other significant differences were measured following the
3-month  recovery period,  although  values  for 0~-exposed  animals  remained
substantially different from those for control  animals,  suggesting that full
recovery was not complete.
     The forced  oscillation  technique has  also been utilized in rats exposed
to 1254 (jg/m3 (0.64  ppm)  of 03 for either 7  or  20 days (Kotlikoff  et al.,
1984).    In an attempt to  further  characterize O^-induced  changes in central
and peripheral distribution of mechanical properties of the respiratory system,
impedance spectra of O^-exposed  rats were compared to the  spectra  of normal
rats.  The effective resistance  was higher at all  frequencies  in the 7-day
exposed  rats  but no consistent differences were observed by 20 days.   The
effective reactance, however, was  significantly lower than control in both the
7- and 20-day exposed rats.  These changes in  respiratory system impedance
demonstrate evidence  of mechanical alterations  in the peripheral airways of
rats for as long as 20 days of 0-  exposure.
9.3.2.3  Airway  Reactivity.  Ozone potentiates the effects  of drugs  that  con-
strict airway  smooth muscle in mice,  guinea  pigs,  dogs,  sheep, and humans
(Table 9-4).   Early experimental  evidence  for hyperreactivity to  broncho-
constrictive drugs  following 03  exposure was provided by  Easton and Murphy
(1967).  Although much of their work was done with very high 0, concentrations
                    3
(9800  to 11760 ug/m  , 5 to 6 ppm), they did show that  mortality from a single
subcutaneous  injection  of histamine was higher in guinea pigs exposed to 980
or 1960  M9/I"  (0.5  or 1 ppm) of 0.,  for 2  hr  (33 and 50 percent mortality,
respectively) compared with the mortality of air-exposed control animals.   The
animals  appeared to  die  from  massive  bronchoconstriction,  with the lungs
remaining  fully  inflated  instead  of  collapsing  when  the chest was  opened.
                                   9-62

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TABLE 9-4.  EFFECTS OF OZONE ON PULMONARY FUNCTION:  AIRWAY REACTIVITY
Ozone
concentration
ug/m3 ppm
196 to 0.1 to
1568 0.8
196 0.1
1568 0.8
196 0.1
1960 1.0
VO
£} 980 0. 5
980 0.5
1568 0.8
980 0. 5
2156 . 1.1
980 0.5
1960 1
3920 2
Exposure
Measurement duration
method & protocol
CHEM 1 hr
CHEN 1 hr
MAST 10-30 min
CHEM 2 hr
MAST Continuous.
13 to 16 days
of 03 ex-
posure in
four periods -
(3 to 5 days
each) separ-
ated by 3 to
8 days of
breathing
air
NBKI 2 hr
CHEM 2 hr
Observed effects Species
Subcutaneous injection of histamine 2 hr following 03 Guinea pig
exposure caused a greater increase in R. following expo- (200-300 g)
sure to 0.8 ppm of 03 and a greater decrease in C.dyn
following exposure to all 03 concentrations (magnT-
tude of C. changes not related to 03 concentration).
Decreased diaphragm and lung chol inesterase activity; Guinea pig
parathion-treated animals had increased peak airway
resistance compared to controls, but the difference was
not statistically significant.
Bilateral vagotomy: completely blocked increased peri- Dog
pheral lung resistance from 0.1 ppm of 03 but not histamine;
only partially blocked response from 1.0 ppm of 03.
Histamine- induced airway reactivity increased during
1.0 ppm but not 0.1 ppm of 03 exposure and was not blocked
by atropine or vagotomy.
Increased number of mast cells and lymphocytes in tracheal Sheep
lavage 24 hr after exposure.
Repeated exposures to 0.5 or 0.8 ppm of 03 plus aerosolized Mouse
ovalbumin resulted in greater mortality from anaphylactic
shock produced by intravenous injection of ovalbumin
compared with effects of ovalbumin injection in mice
repeatedly exposed to ovalbumin aerosols but no 03.
Increased histamine- induced mortality immediately Guinea pig
following exposure to 0.5 or 1.1 ppm of 03.
Increased airway reactivity to aerosolized carbachol Sheep
24 hr but not immediately following exposure to
980 ug/m3 (0.5 ppm) of 03 with no change in R, ,
FRC, C.st, or tracheal mucous velocity. Increased
R, 24 nr following exposure and airway reactivity
immediately and 24 hr following exposure (1 ppm).
Reference
Gordon and
1980
Gordon et
Gertner et
1983a,b,c.
Kaplan et
1981
Amdur,
al., 1981
al.,
1984
al..
Sielczak et al., 1983
Osebold et
1980
Easton and
1967
Abraham et
al..
Murphy ,
al . , 1980

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                                    TABLE 9-4.   EFFECTS OF OZONE  ON  PULMONARY FUNCTION:   AIRWAY REACTIVITY   (continued)
      Ozone
 concentration
(jg/m3       ppro
          Measurement
            method
                Exposure
                duration
               & protocol
                                       Observed effects
                                                                Species        Reference
 980
1313
0.5
CHEH         2 hr/day          No effect on airway responsss to inhaled carbachol
             for 2 days        1 day after 03 exposure; airway reactivity increased
                               34% and airway sensitivity increased 31% with intra-
                               venous carbachol  challenge.
                                                                                  Sheep     Abraham et al.,  1984a
980 0.5 CHEH 2 hr
1960 1. 0
1100 to 0.56 to CHEH 2 hr
1666 0.85
Airway responsiveness and airway permeability to hista- Sheep Abraham et al., 1984b
mine increased 1 day after exposure to 0.5 ppm 03
(n=6) and in 4/7 exposed to 1.0 ppm 03; directional
changes in airway responsiveness paralleled direc-
tional changes in airway permeability.
Abnormal, rapid, shallow breathing in conscious dogs Dog Lee et al., 1979
while walking on a treadmill following 03 exposures.
Maximal 1- to 3-hr postexposure, normal 24-hour post-
exposure. Abnormal breathing not affected by drug-
induced bronchodilatation (inhaled isoproteronol ) but
abolished by vagal cooling. Increased respiration rate
caused by inhalation of aerosolized histamine after 03
exposure also blocked by vagal cooling but not by
isoproteronol .
0.67
                         CHEH
             2 hr
                  Abnormal, rapid,  shallow breathing during exposure to
                  air containing low 02 or high C02 immediately following
                  03 exposure.   Abnormal breathing not affected by
                  inhaled atropine  aerosols or inhaled isoproteronol
                  aerosols but abolished by vagal cooling.
                                                                Dog       Lee et al.,  1980
1372 to
2352
0.7 to
1.2
CHEH
2 hr
Greater increase in R,  caused by histamine aerosol
inhalation 24 hr following 03 exposure.  No hyper-
reactivity to histamine 1 hr following Oa exposure.
Drug-induced bronchodilatation (inhaled isoproteronol)
blocked any increase in R.  before or after 03 exposure.
Inhalation of atropine or vagal cooling (to block reflex
bronchoconstriction) prevented 03-induced reactivity
to histamine.
Dog       Lee  et  al.,  1977

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                                    TABLE  9-4.  EFFECTS OF OZONE  ON  PULMONARY FUNCTION:  AIRWAY  REACTIVITY   (continued)
Ozone Exposure
concentration Measurement duration .
ug/m3 ppS method & protocol Observed effects
u>
(Ti
Ul
1960
2352
1960
4312
5880
5880
1.0 CHEM 1 hr
1.2
1.0 UV 2 hr
2.2
3.0
3.0 UV 2 hr
R, increased and C. decreased with subcutaneous
hTstamine 2 hr after exposure; responsiveness was not
blocked by atropine or vagotomy. No change in static
compliance after subcutaneous histamine injection.
Marked increase in airway responsiveness to inhaled ACh
and histamine 1 hr after exposure; increased to a lesser
degree 1 day later, and returned to control levels by
1 week. Effects possibly linked to acute inflamma-
tory response.
Airway responsiveness to inhaled ACh was prevented
by indomethacin pretreatmen not the airway infiltra-
tion by neutrophils. Both responsiveness and neutrophil
infiltration were prevented by hydroxyurea pretreatment.
Species Reference
Guinea pig Gordon et al.,
Dog Holtzman et al
1983a,b
Fabbri et al. ,
Dog 0' Byrne et al.
1984a,b

1984
• >
1984
1
5880
          3. 0
                         UV
2 hr
SR   measured with intravenous ACh and/or inhaled ACh or
metnacholine increased similarly 14 hr after after expo-
sure; airway reactivity to inhaled bronchoconstrictors
returned to baseline levels 2 days after exposure while
responses to intravenous ACh persisted.
Guinea pig   Roun and Hurl as, 1984
5880      3.0
                         UV
2 hr
SR   increased with intravenous ACh; maximal response
2 nr after exposure; remission by the 4th day.   Airway
infiltration of neutrophils occurred later and lasted
longer than airway reactivity.
Guinea pig   Murlas and Room (1985)
Measurement method:   MAST = Kl-coulometric  (Mast meter); CHEM  =  gas  phase  cherailuminescence; NBKI =  neutral  buffered potassium iodide.

 See Glossary for the definition of pulmonary  symbols.

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     Abraham et al.  (1980) evaluated airway reactivity  in sheep from measure-
ments of pulmonary resistance following inhaled carbachol aerosols.   Carbachol
causes bronchoconstriction  by stimulating airway smooth muscle  at  receptor
sites that are normally stimulated by  release of acetylcholine from terminals
of the  vagus nerve.   Pulmonary  resistance during  inhalation  of carbachol
aerosols was significantly higher than pre-exposure values  at 24 hr postexposure
                                                          3
but not  immediately  following a  2-hr exposure to 980 pg/m   (0.5 ppm) of 03-
This 0, exposure did not affect resting end-expiratory lung volume (functional
                                                                            3
residual capacity) or  static  lung compliance.  In sheep  exposed to 1960 pg/m
(1 ppm)  of 03 for  2  hr, baseline resistance (before carbachol aerosol inhala-
tion) was elevated 24 hr following exposure,  and airway reactivity to carbachol
was increased immediately and 24 hr following 03 exposure.
     To  determine  if O.-induced airway secretions limit  the  penetration of an
inhaled  bronchoconstrictor,  Abraham et al. (1984a) compared airway  respon-
siveness to inhaled and intravenous carbachol  before and 24 hours after exposure
to 0..  Adult female sheep were exposed to 980 ug/m  (0.5 ppm) of CL, 2 hr/day
for 2 consecutive days.  Airway sensitivity was defined as  the largest increase
in specific lung resistance after carbachol challenge and airway reactivity as
the slope of  the  dose-response curve.   There were no significant differences
between  pre- and postexposure responses to inhalation challenge.  However,  03
exposure increased mean airway reactivity and sensitivity by 34 and 31 percent,
respectively, using  intravenous  challenge.   Since  carbachol causes direct
stimulation of airway  smooth  muscle,  the authors suggested  that 0. may have
decreased penetration  of the  inhaled carbachol to the airway smooth muscle as
the result of  increased  airway secretion.  This hypothesis  is supported by a
previous study showing that  changes in airway responsiveness to inhaled his-
tamine following exposure  to  0.,  may have  been  related  to  changes in airway
permeability to histamine (Abraham et al., 1984b).
     A study  in awake  guinea  pigs comparing changes in  airway reactivity with
intravenous and inhaled bronchoconstrictors after exposure  to a high concentra-
tion of 03 has suggested that mechanisms other than increased airway permeabi-
lity may be  involved.   Roum and Murlas (1984) measured changes  in specific
airway resistance with intravenous and/or inhaled acetylcholine or methacholine
                                                3
from 4 hr to  2  days  after exposure to 5880 ug/m   (3.0  ppm)  of 03 for 2 hr.
Airway hyperreactivity by  either  route was similar within 14 hr of exposure.
Two days after exposure airway reactivity to bronchoconstrictor inhalation
                                   9-66

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returned to  baseline levels  while  responses to  intravenous  acetylcholine
persisted.   The consistent early changes in airway reactivity after 03 exposure
with either  intravenous or inhaled bronchoconstrictors  indicated  that this
response may be  independent  of the route  of  delivery.   However,  it is also
possible that  there  may be more than one mechanism  responsible  for  0.,-induced
airway  hyperreactivity  depending  on the  concentration  of  03  reaching the
airway  tissue  and  on interspecies differences in cellular  responsiveness  to
°3'
     Gordon  and  Amdur (1980) evaluated airway  reactivity to subcutaneously
injected histamine in  awake  guinea pigs following  a  1-hr exposure  to  196  to
1568 (jg/m  (0.1 to 0.8 ppm) of 0.,.  Airway reactivity to histamine was maximal
2 to 6  hr following 0- exposure and returned to control  levels by 24 hr follow-
ing  exposure.   The  histamine-induced  increase  in pulmonary resistance was
greater in guinea pigs exposed to 1568 (jg/m  (0.8 ppm) of 03 than in air-exposed
control animals.   Pulmonary  compliance decreased more  following  histamine
injection in all  (^-exposed  groups than in  air-exposed  controls,  but there
were no differences  in the histamine-induced decreases in pulmonary compliance
                                                           3
between any of the 0., concentrations (from 196 to 1568 (jg/m ; 0.1 to 0.8 ppm).
     Gordon  et al. (1981)  studied the  effect of 03 on tissue cholinesterases
to see  if they were  responsible for the bronchial reactivity observed  following
challenges with bronchoconstrictor analogs of acetylcholine.  Guinea pigs were
                                         3
exposed to clean  air or 196  or 1568 ug/m   (0.1 or 0.8  ppm) of 0-  for 1 hr.
After  2 hr,  brain,  lung,  and diaphragm samples  were  analyzed for  cholines-
terase  activity.   Brain cholinesterase activity was  not affected, but lung
                                                                          3
cholinesterase  underwent  a 17  percent decrease  in activity at  196  (jg/m
                                                   3
(0.1 ppm) and  a  16  percent  decrease  at  1568 jjg/m   (0.8 ppm).   Ozone at
         3
1568 (jg/m  (0.8 ppm)  also  decreased the diaphragm cholinesterase activity by
14 percent.  To  provide long-term inhibition of  cholinesterase,  guinea  pigs
were treated with parathion,  an irreversible cholinesterase inhibitor.  Airway
resistance tended  to increase following histamine challenge in  the parathion-
treated guinea pigs,  but  the difference  was not statistically significant
because of large variations in response.   The authors  suggested that cholines-
terase  inhibition by Q~ may contribute  to  the 0~-induced bronchial  reactivity,
as already  reported.   Presumably, the  decreased cholinesterase  activity  could
result  in  higher  acetylcholine  concentrations  in the bronchial muscle.   A
cholinergic-related  stimulus, such as  occurs with  0- exposure, should then
                                   9-67

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increase the contraction of the bronchus.   The persistence of this activity is
not known.
     Gordon et al.  (1984)  extended these studies to determine the  site of  the
airway hyperresponsiveness to  histamine-induced  airway constriction after 0-
exposure.   Anesthetized guinea pigs were evaluated for response to subcutaneous
                                                  3
histamine 2 hr after exposure to 1960 or 2352 ug/m  (1.0 or 1.2 ppm) of 0, for
1 hr.   Respiratory  resistance  increased and dynamic compliance decreased  in
0.,-exposed animals, as previously reported (Gordon and Amdur, 1980).  However,
static compliance  changes  after histamine were similar  in  the  air- and 0--
exposed animals,  suggesting  that the site of  hyperresponsiveness  was  in  the
conducting airways  rather  than the parenchyma.  In addition, enhanced airway
responsiveness to histamine was not blocked by atropine or vagotomy, indicating
a minimal  level  of vagal  involvement.  The significantly greater  increase in
respiratory resistance  caused  by efferent  electrical  stimulation  of the vagus
in 0--exposed  animals  suggested that  other mechanisms,  such  as  changes  in  the
airway smooth  muscle,  may  be responsible  for the hyperexcitability following
Oo exposure.  However, i_n  vitro studies on isolated parenchymal strips removed
from  the  lungs .of air- and 0.,-exposed animals failed to show any  differences
in the contractile  responses to histamine  or carbachol.
      Lee  et al.  (1977) evaluated airway reactivity in  0.,-exposed dogs from
changes in pulmonary resistance  induced by histamine aerosol inhalation.   Dogs,
were  exposed  to  1372 to 2352 ug/m3 (0.7  to  1.2  ppm)  of 03  for  2  hr.   Airway
reactivity to  inhaled  histamine aerosols  was significantly greater 24 hr  but
not 1 hr after 0, exposure.  Bronchodilatation induced by inhalation of isopro-
teronol aerosols  prevented any change in  resistance following  histamine expo-
sure.   This experiment showed  that the  increased resistance  normally observed
following  histamine exposure  was  caused  by  constriction  of airway smooth
muscle and  not by edema or  increased mucous production, which would not  be
prevented  by  isoproterenol  bronchodilatation.   Administration of atropine
(which  blocks bronchoconstrictor  activity coming  from the vagus  nerve)  or
vagal cooling (which blocks  both sensory  receptor  activity  traveling from the
lung  to  the brain and  bronchoconstrictor  activity  going from the  brain to the
lung) decreased the  response to  histamine  both before and following 0- exposure
and abolished the  hyperreactive  airway response.   These experiments showed
that  the  increased sensitivity to histamine  following 0- exposure was caused
by heightened activity of  vagal  bronchoconstrictor reflexes.
                                    9-68

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     Although the work of Lee et al.  (1977) provides evidence that stimulation
of vagal reflexes by histamine is in part responsible for the increased airway
reactivity found  in  dogs  following 0, exposure, Kaplan  et  al.  (1981)  found
that local responses to histamine in the lung periphery may not be mediated by
a significant  vagal  component.   When monodispersed  histamine  aerosols were
delivered to  separate sublobar  bronchi  in dogs through  a  5.5 mm diameter
fiber-optic bronchoscope, collateral  airflow resistance  increased both before
and after bilateral cervical vagotomy.  In follow-up studies that used similar
techniques,  Gertner  et al.  (1983a,b,c;  1984)  described  the role  of vagal
reflexes in the response of the lung periphery to locally administered histamine
and 0~.   Collateral  resistance  increased during separate 30-min exposures to
               3                            ~6     3
either  196 pg/m   (0.1  ppm)  of 03 or  1.5 xlO   mg/m  of  histamine.   However,
although parasympathetic blockade  (atropine  or bilateral cervical vagotomy)
prevented the  responses  to  (k,  it did not prevent the responses to histamine
(Gertner et al.,  1983b).  To  determine if 0.,-induced increases in collateral
resistance in the lung periphery were dependent on vagal reflexes, aerosolized
neostigmine was  administered  locally to maintain parasympathetic tone.   Re-
                    3
sponses to 196 pg/m   (0.1 ppm)  of  0-  in  the  lung periphery  were  enhanced  only
if the  vagi  were intact and were  limited  to the challenged region (Gertner
et al., 1984).   When larger areas were  exposed,  vagally mediated responses
occurred in both lungs.  In addition, the characteristics of responses to high
concentrations of 0, differ markedly  from responses to the lower concentrations.
                              3
A 30-min  exposure to  196 jjg/m   (0-1 Ppm)  of 0, did not affect  the  airway
responsiveness to  histamine,  but when the 0, exposure was increased to 1960
    3
|jg/m  (1.0 ppm) for 10 min,  histamine produced greater increases in collateral
resistance that were not abolished by parasympathetic blockade (Gertner et al.,
                              3
1983c).  Exposure to 1960 pg/m  (1.0 ppm) of 0- for 30 min produced an increase
in collateral  resistance  that was mediated by  the  parasympathetic system in
the early phase  of the response and  related  in part to  histamine release in
the late  phase  of the response  (Gertner et  al.,  1983a).   Results from this
series  of studies by Kaplan et  al. (1981) and Gertner et al. (1983a,b,c; 1984)
are difficult  to interpret  because of the small  numbers of animals in each
test group and large variations in response.   In addition,  because peripheral
resistance contributes  only a small  part to  total  pulmonary resistance,  the
findings of these authors do not necessarily contradict the work of  Lee et al.
(1977).   Rather,  all  the  studies taken  together suggest  that the periphery of
                                   9-69

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the lung may  respond  differently from the larger  conducting  airways  during
exposure to 0_ and that factors in addition to vagal  bronchoconstrictor reflexes
can produce an increased airway reactivity to histamine.
     Holtzman et  al.  (1983a)  reported the time course of  0.,-induced  airway
                                                     3
hyperreactivity in dogs exposed to 1960 and 4312 ug/m  (1.0 and 2.2 ppm) of 0,
for 2 hrs.   Airway responsiveness to acetylcholine in 7 dogs increased markedly
1 hr, and  to  a  lesser  extent,  24  hr after  exposure to 4312 ug/m   (2.2 ppm)  of
0,, returning to  control  levels by 1 week after exposure.   Ozone-induced in-
creases in airway responsiveness  to histamine were similar following exposure
            3
to 1960 ug/m  (1.0 ppm)  of 0,, but data were reported for only 2 dogs.  The
authors suggested that the time course of the 03 effect may be linked to acute
airway  inflammation.   In a coincident publication,  Holtzman  et  al.  (1983b)
found a strong association between airway hyperreactivity and tracheal  inflam-
mation  in  dogs  1  hr  following a 2-hr exposure to 4116 ug/m  (2.1 ppm) of 0.,.
Airway  reactivity was assessed  from  the  increase  in  pulmonary  resistance
following  inhalation  of acetylcholine aerosols,  and airway  reactivity was
increased  in  6  of 10 0,-exposed  dogs.  The number  of neutrophils  present in  a
tracheal biopsy,  a measure of inflammation,  was increased only in the 6 dogs
that were  hyperreactive  to acetylcholine.   These observations have recently
been extended to  show an association of 03-induced increases in airway respon-
siveness with inflammation in  more distal  airways  (Fabbri  et  al., 1984).  The
number  of  neutrophils  as well  as  ciliated  epithelial cells  in fluid recovered
from bronchoalveolar lavage was increased in 5 dogs that were hyperreactive to
acetylcholine following  a  2-hr exposure  to 5880 ug/m   (3.0 ppm) of 03 without
significant changes in the numbers of macrophages, lymphocytes, or eosinophils.
In dogs depleted  of neutrophils  by treatment with  hydroxyurea, 0, exposure  to
         3
5880 ug/m  (3.0 ppm)  of 03 for  2 hr  caused  the desquamation of  epithelial
cells but  airway  responsiveness to inhaled acetylcholine was prevented (O1Byrne
et al., 1984a).    This observation suggests that 0.,-induced hyperresponsiveness
may depend on the mobilization of neutrophils into the airways.
     The authors  have  expanded their work to speculate  that  the  neutrophils
produce mediators that are responsible  for  the  increased  responsiveness of
airways (O'Byrne  et al.,  19845).   In dogs pretreated with indomethacin, a
prostaglandin synthetase inhibitor, exposure to 5880 ug/m  (3.0 ppm) of 03 for
2 hr had no effect on airway responsiveness to inhaled acetylcholine but there
was  a  significant increase in  the number of  neutrophils  in the airway  epithe-
lium.   While  these results  suggest  that oxidation products  of arachidonic
                                   9-70

-------
acid, possibly prostaglandins  or  thromboxane (O'Byrne et al., 1984c), may be
released by the neutrophils, they are not conclusive.   Therefore, the identity
of the  specific  inflammatory  cells or of the responsible mediators  is still
uncertain.
                                                                3
     The results of tracheal lavage in sheep exposed to 980 (jg/m  (0.5 ppm) of
0^ for 2 hr suggest that the migration of mast cells into the airways may also
have important implications for reactive airways and allergic airway disease
(Sielczak et al., 1983).  Nasotracheal-tube exposure to 0, in 7 sheep resulted
in an increased number of mast cells and lymphocytes 24 hr after exposure, sug-
gesting an association between an enhanced inflammatory response and 0,-induced
bronchial  reactivity  reported previously  in sheep (Abraham et al.,  1980).
     Additional  evidence  in guinea pigs  suggests  that 0.,-induced bronchial
hyperreactivity may be due to airway mucosal injury and mast cell infiltration
(Murlas and Roum, 1985).  Specific airway resistance was measured as a function
of increasing intravenous acetylcholine doses for varying periods of from 2 hr
                                        o
up to 4 days after exposure to 5880 ug/m  (3.0 ppm) of 03 for 2 hr.   The largest
airway response to acetylcholine challenge occurred 2 hr after 03 exposure with
complete remission by the fourth day.  Neutrophil infiltration occurred later and
lasted longer despite the remission in airway hyperreactivity suggesting that the
influx of neutrophils was a result of the initial damage and not a direct cause of
increased airway responsivensss.
     Increased drug-induced bronchoconstriction  is not the only indicator of
airway hyperreactivity following 0~ exposure.  Animal experiments were designed
to  investigate  the mechanisms responsible for the  abnormal,  rapid, shallow
breathing  found  in human subjects exercising during experimental 0, exposure
compared  with  subjects exercising  in clean air (Chapter  10).   Lee et al.
(1979,  1980) showed  that  abnormal,  rapid,  shallow  breathing  in  conscious  dogs
                                                          3
immediately following  2-hr  exposures  to  1100 to  1666  ug/m   (0.56  to 0.85  ppm)
of Do  was a hyperreactive airway  response.   This  abnormal  breathing pattern
was  elicited by  mild exercise,  histamine aerosol  inhalation,  or breathing air
with reduced oxygen (Op) or elevated carbon  dioxide (COp) concentrations.  The
rapid,  shallow breathing observed in dogs following 0., exposure was  not affec-
ted  by  drug-induced  bronchodilatation (inhaled isoproteronol aerosols) or by
blocking  vagally induced bronchoconstriction with  atropine.   In all cases,
rapid,  shallow  breathing was  abolished by vagal  cooling,  which blocked the
transmission of  sensory nerves located  in the airways.   These  investigators
(Lee et al., 1979, 1980) suggest that the  rapid,  shallow breathing observed
                                   9-71

-------
following 0-  exposure  in dogs is caused  by  heightened activity of sensory
nerves  located  in the airways.  The  increased  reactivity of these sensory
nerves  is  independent of  smooth  muscle  tone (either  bronchodilatation or
bronchoconstriction).
     Studies of  lung  morphology  following 0- exposure showed damage  to the
respiratory epithelium (Section 9.3.1).   Damage to the epithelium overlying
sensory receptors may be responsible  for  the increased receptor reactivity to
mechanical stimulation (increased ventilation with exercise, low CL,  or high
(XL) or chemical  (histamine)  stimulation  (Nadel, 1977; Boushey et al.,  1980).
The rapid, shallow breathing observed in guinea pigs during 0, exposures (Amdur
et al.  1978;  Yokoyama,  1969;  Murphy et al.,  1964)  may also be related to in-
creased sensory neural activity coming from the lungs,  not to an indirect effect
of changes in airway diameter or lung distensibility as previously speculated.
     In their  study of  allergic  lung sensitization,  Osebold et al.  (1980)
showed  additional functional  evidence for epithelial  disruption caused by 0,
exposure.   These  investigators  studied the anaphylactic response of  mice to
intravenous ovalbumin  injection following repeated  inhalations of aerosolized
                                                              3
ovalbumin.  Mice were continuously exposed to 980 or 1568 ug/m  (0.5 or 0.8 ppm)
of 03 for four periods of 3 to 5 days each, separated by 3 to 8 days of ambient
air exposure. During periods of 03 exposure,  mice were removed from the exposure
chambers  for  short  periods,  and they  inhaled ovalbumin aerosols for  30 min.
Mice exposed  to  03  and ovalbumin aerosols developed more severe anaphylactic
reactions and  had a higher incidence  of  fatal  anaphylaxis  than air-exposed
mice receiving the same exposure to aerosolized ovalbumin.  In mice exposed to
aerosolized ovalbumin, 34 percent of the 0--exposed mice (1568 ug/m ; 0.8 ppm)
developed fatal anaphylaxis following  intravenous ovalbumin injection, compared
with  16 percent  of the  air-exposed animals.   This study  also  showed some
indication of  an interaction between 0-  exposures  and exposures to  sulfuric
                                                3                             3
acid aerosols.   Of  the mice  exposed to 980 ug/m (0.5  ppm)  of Q~ plus 1 mg/m
of  sulfuric  acid aerosols, 55 percent  died  of  anaphylactic shock following
intravenous ovalbumin  injection,  compared with 20-percent  mortality  in mice
exposed to 03 alone and zero mortality  in  mice  exposed to sulfuric acid aerosols
alone.  The  authors propose that these data may indicate that pollutants can
increase  not  only the total  number  of clinical asthma attacks,  but also the
number  of allergically sensitized individuals  in  the  population.   Matsumura
                                   9-72

-------
(1970) observed  a similar increase in  the  allergic  response of sensitized
guinea pigs  to inhaled antigen following 30 min  of  exposure to 3920 ug/m
(2.0 ppm) of 03.

9.3.3  Biochemically Detected Effects
9.3.3.1   Introduction.  This section will include some studies involving con-
centrations  above 1960 ug/m   (1  ppm)  of 03, because  the  direction  of the
effect is opposite  that for  lower 03 concentrations  (decrease  vs.  increase  in
many  parameters).   An  extensive body of data on this topic has been reviewed
by Menzel (1983), Mustafa et al.  (1977, 1980, 1983), Mustafa and Lee (1979),
Cross  et al.  (1976), and Chow  (1983).   To  facilitate presentation of  this
information,  it  has been  categorized by broad classes of metabolic activity.
This  results  in  some degree of artificial  separation, particularly because
many  patterns  of response to 0^ are  similar across the classes of  metabolism.
Lung  permeability is discussed  in this  section, because it is typically detected
biochemically.   The final  subsection presents hypotheses about the molecular
mechanism(s) of  action of 0,, relying on the data presented earlier by metabolic
class.
9.3.3.2   Antioxidant Metabolism.   Antioxidant metabolism of  the  lungs  is
influenced  by 03 exposure.   As shown in  the schematic diagram below  (Figure
9-3),  this  system consists of  a number  of enzymes.   As shall  be discussed,  0^
has  been shown to produce several reactive  oxidant  species in  vitro  from com-
                    G-6-P - v — NADP + *«-v^ GSH-
                          G6PD        GSH       GSH
                        HMP shunt     reductase  peroxidase
                    6-pQ •*—**—•-NADPH-^—GSSG <***<-+• ROH
         Figure 9-3. Intracellular compounds active in antioxidant metabolism of
         the lung. (G-6-P = glucose-6-phosphate; 6-PG = 6-phosphogluconate;
         G-6-PD = glucose-6-phosphate dehydrogenase; HMP shunt = hexose
         monophosphate shunt; NADP+ = nicotinamide adenine dinucleotide
         phosphate; NADPH = reduced NADP; GSH = glutathicne; GSSG =
         glutathione disulfide; [O] = oxidizing moiety [i.e., hydrogen peroxide,
         free radical, lipid peroxide]; GSH peroxidase - glutathione perioxidase;
         GSH reductase - glutathione reductase; and ROH = reduced form of
         [O]).
         Source: U.S. Environmental Protection Agency (1978).

                                   9-73

-------
pounds found in the lung, as well as in other organs.   It is reasonably certain
that (L can produce such reactive species  in the lung after HI vivo exposure.
Many of these  oxidant  species are metabolized by the glutathione peroxidase
system, rendering  them less  toxic.   Thus, this system  is  involved  in the
toxicology of Or
                                                                   3
     Typically, following exposures to  levels of 0., below 1960 ug/m  (1 ppm),
the activities  of most  enzymes  in  this system are increased  (Table  9-5).
Whether this  increase  is  due to direct mechanisms  (e.g.,  de  novo synthesis
resulting in greater enzyme activity), indirect mechanisms (e.g., an increased
number of type 2 cells that naturally have a higher enzymic activity than type
1 cells), or  a  combination  of both  has  not been proven.  The increase  in type
2 cells is  most likely to  be the mechanism,  because  with similar exposure
regimens,  the  effects  (increased enzyme activities and  increased numbers  of
type 2  cells)  increase,  reaching a maximum at 3 to 4 days of exposure and a
steady  state  on day  7 of exposure.  Whatever the  mechanism,  the increase
occurs at low 0,  levels in several species  under  varying exposure regimens
(Table 9-5).   The  net result is that  the  antioxidant metabolism of the  lung
is  increased.   Whether this  is  a  protective or a  toxic  response is  often
debated.  To resolve this debate scientifically will require more knowledge of
the mechanisms  involved.  However,  even attributing it to be a protective  re-
sponse  implies  a  physiological  need for protection (e.g.,  an  initial  toxic
response occurred  which  required protection).   A more detailed  discussion of
these effects follows.
     Acute  exposures  to high concentrations of Oo  generally  decrease anti-
oxidant metabolism,  whereas repeated exposures to  low  levels  increase this
metabolism.    For example, DeLucia et al. (1975a) compared the effects of acute
                                                           3
(2 to 8 hr) exposures  to high 03 levels (3920 and 7840 ug/m ,  2  and 4 ppm) and
short-term  (8. or  24 hr/day,  7 days)  exposures  to  lower  0,  levels  (392,  980,
          3
1568  ug/m ,0.2,  0.5, 0.8  ppm)  on  rats.   For nonprotein sulfhydryl  levels
(principally  glutathione, GSH), decreases  in the level of GSH were progressive
                                                3
with time of exposure (2 to  6  hr)  to 7840 ug/m  (4  ppm).  For  glutathione
disulfide (GSSG),  decreases were less  and had  returned  to  normal  by  6 hr  of
exposure.   These exposure regimens also decreased the activities of GSH reduc-
tase and glucose-6-phosphate  dehydrogenase (G-6-PD).  After the  first day  of a
                                       3
7-day  continuous exposure to  1568 ug/m  (0.8 ppm) of 0-, no significant change
was  seen  in the nonprotein sulfhydryl  or  GSH content or in the  activities of
G-6-PD, GSH  reductase, or disulfide reductase.  However, the levels/ activities
                                    9-74

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TABLE 9-5.   CHANGES IN THE LUNG ANTIOXIDANT METABOLISM AND OXYGEN CONSUMPTION BY OZONE
Ozone
concentration
ug/md
196
196
392
196
392
392
980
1568
1568
ppm
0.1
0.1
0.2
0.1
0.2
0.2
0.5
0.8
0.8
. Exposure
Measurement • duration and
method protocol
NBKI Continuous
for 7 days
I Continuous
for 7 days
MAST, Continuous
NBKI for 7 days
I Continuous
for 7 days ; or
8 hr/day for
7 days
Continuous
for 1 to 30
days
Observed effect(s)c Species Reference
With vit E-deficient diet, increased levels of GSH and Rat Chow et al., 1981
activities of GSH peroxidase, GSH reductase, and G-6-PD;
no effect on malic dehydrogenase. With 11 ppm vit E
diet, increased levels of GSH peroxidase and G-6-PD.
With 110 ppm vit E diet, no change.
With 66 ppm vit E- supplemented diet, increase in Rat Mustafa, 1975
oxygen consumption of lung homogenates only at Mustafa and Lee,
0.2 ppm. With 11 ppm vit E-supplemented diet, 1976
increase in 02 consumption at 0.1 and 0.2 ppm.
Increase due to increased amount of mitochondria
in lungs.
Increased activities of GSH peroxidase, GSH reduc- Rat Plopper et al.,
tase, and G-6-PD and of NPSH levels with (66 mg/kg) 1979
or without (11 mg/kg) vit E supplementation; at
0.2 ppm, effects less with vit E supplementation.
Morphological lesions unaffected by vit E supple-
mentation.
For the continuous exposure to the two higher con- Rat Mustafa and
centrations, increased activities GSH peroxidase, Lee, 1976
GSH reductase, and G-6-PD. At the lower concen-
tration (continuous), increased activities of GSH
peroxidase and GSH reductase. A linear concentration-
related increase in all three enzyme activities. In-
creased 02 consumption using succinate-cytochrome C
reductase activity fairly proportional to 03 level.
Similar results for intermittent exposure groups.
Increased rates of 0% consumption, reaching a peak
at day 4 and remaining at a plateau for the re-
mainder of the 30 days. Also an initial decrease
(day 1) and a subsequent increase (day 2) in
activity of succinate-cytochrome C reductase
which plateaued between days 3 to 7.

-------
TABLE 9-5.  CHANGES IN THE LUNG ANTIOXIDANT  METABOLISM  AND  OXYGEN  CONSUMPTION BY OZONE  (continued)
Ozone .
concentration Measurement '
ug/mj
392
686
980
1568



392
980
1568




392
980
1568


392
980
1960

392
980
1960

2352-
16,072


ppm method
0.2 I
0.35
0.5
0.8



0.2 NBKI
0.5
0.8




0.2 MAST,
0.5 NBKI
0.8


0.2 NBKI
0.5
1.0

0.2 NO
0.5
1.0

1.2-
8.2


Exposure
duration and
protocol
8 hr/day for
7 days





Continuous
for 8 days or
8 hr/day for
7 days



8 or 24 hr/day
for 7 consecu-
tive days


3 hr/day for
4 days


4 hr/day for
up to 30 days


4 hr





Observed effect(s)c
Increased concentration-related activities of
G-6-PD, NADPH-cytochrome c reductase, and
succinate oxidase. Significant increases
occurred in the bonnet monkey at 0.35 and
0.5 ppm; in the rhesus monkey at 0.8 ppm.
However, actual data were only reported for
succinate oxidase.
For continuous exposure to two higher concentrations,
increased activities of GSH peroxidase, GSH reduc-
tase, and G-6-PD. At the lower concentration (con-
tinuous), increased activities of GSH peroxidase
and GSH reductase. A concentration-related linear
increase in all three enzyme activities. Similar
results obtained for intermittent exposure groups.
Activities of G-6-PD and NADPH-cytochrome C reduc-
tase and succinate oxidase increase- in a concen-
tration-dependent fashion. No significant
differences between the intermittent and continuous
exposure groups.
Reduced glutathione levels increased in a linear
concentration-dependent manner. No effect at
0.2 ppm in the no-exercise group. Exercise en-
hanced effect.
GSH content increased directly with 03 concentration
and exposure duration. Increase in activities of
G-6-PD, GSH reductase, and GSH peroxidase after 7
days of exposure to 0. 5 and 1 ppm.
Decrease in GSH content after exposure to 8.2 ppm.
No change below 4.0 ppm. Two days postexposure to
4 ppm, GSH content increased, lasting for several
days.


Species Reference
Monkey, Mustafa and
Lee, 1976





Rat Chow et al . , 1974






Rat Schwartz et al . ,
1976



Mouse Fukase et al . , 1978



Mouse Fukase et al., 1975








-------
                         TABLE 9-5.   CHANGES IN THE LUNG ANTIOXIDANT METABOLISM AND OXYGEN CONSUMPTION BY OZONE (continued)
Ozone
concentration
ug/m3
392
980
1568
1568
3920
7840


392
980
1568
627
882
ppm
0.2
0.5
0.8
0.8
2
4


0.2
0.5
0.8
0.32
0.45
. Exposure
Measurement ' duration and
method protocol
MAST, 8 or 24 hr/day
NBKI for 7 days
8 hr/day
for 7 days
2 to 8 hr


I Continuous
for 7 days
UV 6 hr
UV Continuous
for 5 days
Observed effect(s)c
All 03 levels: increase in NPSH levels; increased
activities of G-6-PD, GSH reductase, NADH cyt. c
reductase. At 0.5 and 0.8 ppm, increased activity
of succinate cyt. c reductase. At 0.8 ppm, continuous
increase began at day 2 of exposure.
Increased NPSH^ GSH, and G-6-PD; no change in other
enzymes.
Loss of GSH; loss of SH from lung
mitochrondrial and microsomal frac-
tions and inhibition of marker
enzyme activities from these
fractions.
Concentration-related increase in 02 consumption.
In both vit E-supplemented and nonsupplemented
groups: increased G-6-PD activities and GSH
levels; decreased ACHase activities.
Mice: increased levels/activities of TSH, NPSH,
GSH peroxidase, GSH reductase, G-6-PD, 6-P-GD,
isocitrate dehydrogenase, cytochrome c oxidase,
Species Reference
Rat De Lucia et al. ,
1975a
Monkey
Rat


Rat Mustafa et al. ,
1973
Mouse Moore et al . , 1980
Mouse, Mustafa et al.,
3 strains 1982
of rats
                                                          and succinate oxidase.
                                                          Rats:   increased levels/activities of NPSH, GSH
                                                          peroxidase, and G-6-PD in several strains. Gene-
                                                          rally mice were more responsive.   For both species,
                                                          no change in DNA or protein levels or activity of
                                                          GSH-S-transferase.
882
       0.45
                       UV
                                         8 hr/day         03 and 4.8 ppm of N02 alone produced no significant
                                         for 7 days       effects but 03 + N02 produced synergistic effects:
                                                          increased total and nonprotein sulfhydryls; increased
                                                          activities of succinate oxidase and cytochrome c
Mouse
Mustafa et al.,
1984

-------
     PRELIMINARY DRAFT
TABLE 9-5.   CHANGES IN THE LUNG ANTIOXIDANT METABOLISM AND OXYGEN CONSUMPTION BY OZONE (continued)
Ozone
concentration
ug/m3 ppm
882 0.45
980 0.5
1372 0.7
1568 0.8
VD 1470 0. 75
-J
CO"
1568 0.8
1568 0.8
1568 0.8
3920 2
. Exposure
Measurement ' duration and
method protocol
ND ' Continuous
for 7 days
NBKI 8 hr/day for
7 days
NBKI Continuous
for 5 days
Continuous
for 7 days
NBKI Continuous
for up to
30 days
Continuous
for 7 days
NBKI Continuous for
3 days
I Continuous for
10 to 20 days
8 hr
Observed effect(s)c Species Reference
Increased SOD activity at days 3 and 5, but not Rat Bhatnagar et al. ,
days 2 and 7 of exposure. 1983
Increases in activities of GSH peroxidase, GSH Rat Chow et al., 1975
reductase and G-6-PD and in GSH levels of rats. Monkey
No effect in monkeys.
Increased activities of GSH peroxidase, G-6-PD, Rat Chow and Tappel ,
and GSH reductase. Halonaldehyde observed. 1972
The increases in the first two enzymes were partially
inhibited as a logarithmic function of vitamin E
levels in diet.
Increase in activities of GSH peroxidase, GSH Rat Chow and Tappel,
reductase, G-6-PD, 6-P-GO, and pyruvate kinase 1973
at day 3, reaching a peak at day 10, at which
time beginning of a slight decrease (except for
GSH peroxidase which continued to increase). At
day 30 still elevated over controls.
Increased activities of hexose monophosphate shunt
and glycolytic enzymes of lung.
Increased activities of GSH peroxidase, GSH reductase, Rat Chow et al., 1976b
and G-6-PD; levels of NPSH; general protein synthesis;
and rate of mitochondria! succinate oxidation.
Decrease to control values 6 to 9 days postexposure.
Re-exposure using same regimen (6, 13, or 27 days
postexposure) resulted in similar elevations.
At the higher concentration: increase in the lung Rat Mustafa et al.,
mitochondria! 03 consumption in oxidation of 2- 1973
oxyglutarate and glycerol-1-phosphate and the number
of type 2 alveolar cells which are rich in mito-
chondria. No change in malonaldehyde. At the
lower concentration: increase in 02 consumption.

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                                 TABLE  9-5.   CHANGES IN THE LUNG ANTIOXIDANT METABOLISM AND OXYGEN CONSUMPTION BY OZONE (continued)
          Ozone
      concentration
      ug/m3.    ppm
              Measurement3'
                method
  Exposure
duration and
  protocol
                Observed effect(s)
Species
                                                                                                                             Reference
        1568   0.8
        2940-
        7840
1.5-
4
< 24 hr

< 8 hr
NPSH level unaffected at 0.8 ppm of 03 for < 24 hr or
or 1.5 ppm for < 8 hr; decreased at 2 ppm of 03 for
8 hr or 4 ppm for 6 hr.   At 4 ppm of 03 for 6 hr,
decreased level of GSH;  no change in GSSG level.
                                                                                                                               Rat
                                                                                                                             DeLucia et al.,
                                                                                                                             1975b
        1568
        3920
~j
vo
               0.8
                                  10 days          Lung SH levels unchanged.   Increase in G-6-PD and
                                                   and cytochrome c reductase activities.   No change
                                                   in malonaldehyde levels.

                                  4 to  8 hr       Decrease in lung SH levels and in G-6-PD, GSH
                                                   reductase, and cytochrome c reductase activi-
                                                   ties.  No change in malonaldehyde levels.
                                                                  High mortality  in  7- and 12-day-old rats.
                                                                                                                               Rat
                                                                                           DeLucia et al.,
                                                                                           1972
3920-
5880
1568
1568
2-
3
0.8 ND
0.8 UV
30 min
Continuous
for 7 days
72 hr
In vitro: decrease in SH levels; increase in
malonaldehyde levels.
Increased activity of superoxide dismutase.
Succinate oxidase, cytochrome c oxidase, and iso-
citrate dehydrogenase: No effect at 24 days old,
increased in 90-day-old rats. G-6-PD, 6-PGH:
increased at 24 and 90 days of age, latter had
greater increase. Succinate oxidase and G-6-PD
decreased in 7- and 12-day-old rats and increased
in 18-day-old rats.

Rat
Rat
(7 to 90
days old)

Mustafa et al. ,
1977
Elsayed et al. ,
1982a
        1568   0.8
                               UV
                                  Continuous       Diet was constant vitamin E and deficient or sup-
                                  for 5 days       plemented (2 levels) with selenium (Se).   No change
                                                   in GSH peroxidase.  With 0 Se,  decreased GSH reduc-
                                                   tase activity; no change with low or high Se.
                                                   Progressive increase in activities of G-6-PD and
                                                   6-P-GD with increasing Se, beginning at low Se level.
                                                                                                                Mouse
                                                                                           Elsayed et al.,
                                                                                           1982b

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                            TABLE 9-5.   CHANGES  IN THE LUNG ANTIOXIOANT METABOLISM AND OXYGEN CONSUMPTION BY OZONE  (continued)
Ozone . Exposure
concentration Measurement ' duration and
ug/m3 ppm method protocol
1568 0.8 UV Continuous
for 5 days
1568 0.8 NBKI continuous
for 7 days
^ 1764 0.9 CHEM 96 hr
• O
1764 0.9 MAST > 96 hr
Observed effect(s)c
Diet was constant vitamin E and 0 ppm of Se or 1 ppm
in Se. +Se: increased G-6-PD, 6-P-GD; no change
in GSH reductase or GSH peroxidase. -Se: decreased
GSH reductase.
Both diet groups had increase in TSH and NP.SH, and
lung Se levels after 03.
Vitamin E partially prevented increased activities
of G-6-PD, 6-P-GD, and malic enzyme. Activities
of phosphofructokinase and pyruvate kinase increased.
No effect on aldolase and malate dehydrogenase.
Trend towards decreased activities of GSH reductase
GSH peroxidase, G-6-PD before 18 days of age, followed
by increases thereafter. For G-6-PD: no change at 5
and 10 days of age; decrease at 15 days, and increase
at 25 and 35 days.
96 hr: No effect below 20 days of age; G-6-PD in-
creases thereafter up to 35 days, after which (40
and 50 days old) it decreases. When exposure started
at 25 or 32 (but not 10 to 15) days of age, the maxi-
mal increase in G-6-PO occurred at about 32 days of
age under continuous exposure conditions.
Species
Mouse
Rat
Rat
(5-180
days old)
Rat
(10-50
days old)
Reference
Elsayed et al . ,
1983
Chow and Tappel ,
1973
Tyson et al. ,
1982
Lunan et al. ,
1977
Measurement method:
MAST = Kl-coulometric (Mast meter);  NBKI  = neutral  buffered  potassium  iodide;  CHEM = gas solid chemiluminescence;  UV = UV photometry;
I = iodometric; NO = not described.
 Calibration method:   NBKI = neutral  buffered potassium iodide.

cAbbreviations  used:   GSH = glutathione;  GSSG = reduced glutathione; G-6-PD = glucose-6-phosphate dehydrogenase;  LDH =  lactate dehydrogenase;
 NPSH = non-protein sulfhydryls;  SH = sulfhydryls; 6-P-GD = 6-phosphogluconate dehydrogenase.

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of these constituents increased by day 2 and remained elevated for the remainder
of the  exposure  period.   Comparable results were reported with similar (but
not identical) exposure  regimens  by DeLucia et al.  (1972, 1975b) using rats
and Fukase et al. (1975) using mice.
     Investigators (Table 9-5)  have found that for  lower  levels  of CL,  in-
creases in antioxidant  metabolism are linearly related to 0-, concentration.
Most such studies were conducted by using intermittent and continuous exposures.
No differences between these regimens were found,  suggesting that concentration
of exposure is more important than time of exposure.
     Chow et al.  (1974) exposed rats continuously or intermittently (8 hr/day)
                                    •3
for 7 days to 392, 980, or 1568 ug/m  (0.2, 0.5, or 0.8 ppm) of 0., and found a
concentration-related  linear  increase in activities of GSH  peroxidase,  GSH
reductase, and G-6-PD.   Significant increases occurred for all  measurements,
                                                 3
except  G-6-PD at continuous  exposure to 392  ug/m   (0.2  ppm).   Although the
difference between continuous  and intermittent  exposure was  not examined sta-
tistically, no major  differences  appeared to exist.   Schwartz et al.  (1976)
made similar  observations  for G-6-PD activity when  using  identical  exposure
regimens and  found concurrent  morphological  changes  (Section 9.3.1).   Mustafa
and Lee (1976),  also by using identical exposure regimens, found similar effects
for G-6-PD activity.   DeLucia et al. (1975a) found similar changes and increased
nonprotein sulfhydryls at all three concentrations of 0-,.   A similar study was
performed in mice by using a longer exposure period of 30 days (Fukase et al.,
1975).   The  increase  in GSH level  was  related  to  concentration and time of
exposure.  Fukase et  al.  (1978) also observed a linear concentration-related
increase in GSH  levels of mouse lungs exposed 3 hr/day for 4 days to 392, 980,
            3
or 1960 ug/m  (0.2, 0.5, or 1.0 ppm) of 03>  Exercise enhanced the effect.   At
the lower 0- level, the increase  in GSH was significant only in the exercising
mice.
     The  influence  of  time  of exposure was  examined  directly  by Chow arid
Tappel   (1973).   Rats were exposed continuously to 1470 ug/m  (0.75 ppm) for 1,
3, 10,  or  30 days,  at which times  measurements of GSH reductase, GSH peroxi-
dase, G-6-PD, pyruvate  kinase, and  6-phosphogluconate dehydrogenase activities
were made.   No   statistical  tests  or  indications of data variability were
presented.  A few of the enzyme activities (GSH peroxidase and 6-phosphogluconate
dehydrogenase) may have decreased at day 1 of exposure.  All enzyme activities
except  GSH peroxidase  increased by day 3  and reached a peak at 10 days and
then began to return toward control values.  GSH peroxidase  activity continued
                                    9-81

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to increase over this time of exposure.   In a  similar  study  (Mustafa and  Lee,
1976), G-6-PD activity was measured after rats were exposed for 7 days to 1568
    o
|jg/m  (0.8 ppm)  continuously.   No effect was detected on day 1, but by day 2
the activity  had  increased.   The peak response was  on day '4; the  activity
remained elevated to an equivalent degree on day 7.   In  a  similar experiment,
DeLucia et al. (1975a) obtained equivalent results.
     The tolerance phenomenon has also been investigated for  lung antioxidant
metabolism.   Rats were exposed continuously for 3 days to 1568 (jg/m  (0.8 ppm)
of Oo,  allowed to remain  unexposed for 6, 13,  or 27  days,  and then  re-exposed
for  3 days  to the same  03  level (Chow et al.,  1976b).   Immediately after
the first 3 days of exposure, the activities of GSH peroxidase, GSH reductase,
and G-6-PD were  increased,  as was the nonprotein  sulfhydryl  content.   By 2
days  after  this  exposure  ceased,  recovery had  begun;  control values were
completely reached by 9 days postexposure.  Following a  30-day recovery period,
no changes were observed.   When re-exposure commenced on day 6 of recovery (at
which time incomplete recovery was observed), the metabolic activities returned
to levels equivalent  to  those of the original  exposures.   Similar findings
were  made when  re-exposure  commenced on days  13 and 27  days  of the recovery
period.
     The  influence  of vitamin  E,  an antioxidant,  on  0, toxicity has been
extensively studied,  because it typically reduces the toxicity of 03 in animals.
This  topic has been recently reviewed by  Chow  (1983).   Early studies  centered
on mortality.  For example,  vitamin E-deficient rats are more susceptible to
continuous exposure to  1960  (jg/m  (1 ppm) of 03 than rats fed supplements of
vitamin E (LT50,  the  time at which  a 50  percent mortality is observed,   8.2
days  versus  18.5 days)  (Roehm et al. , 1971a,  1972).   Vitamin E protected
animals from mortality and changes in the wet to dry weight ratios  of the lung
                                                 3
(lung edema)  on  continuous  exposure to 1568 (jg/m   (0.8 ppm)  of 0,  or  higher
for  7 days  (Fletcher  and Tappel, 1973).  Vitamin  E  protection against  03 is
positively correlated to the log concentration of dietary vitamin E fed to the
rats.   Rats  maintained  on vitamin E-supplemented  diets  and  exposed to 1568
    o
(jg/m   (0.8 ppm)  of 0~ continuously  for 7 days also  had  changes  in  6-phospho-
                                                                            3
gluconate dehydrogenase  activity.  Rats  were exposed  to  1372 to 31,360  (jg/m
(0.7  to 16  ppm)  of 0~ while being  fed diets containing ascorbic  acid,  dl-
methionine,  and  butylated hydroxytoluene (Fletcher  and  Tappel,  1973).   This
combination  was  supposed  to  be a more potent antioxidant mixture than vitamin
E  alone.  Animals fed diets  with  the highest level of  this antioxidant mixture
                                   9-82

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had the greatest  survival  rate.   Animals fed crtocopherol  (vitamin E) in the
range of 10 to 150 mg/kg of diet had a survival  rate slightly lower than those
fed the combination of antioxidants.
     Donovan et al.  (1977)  fed mice 0 (deficient diet),  10.5 (minimal diet),
or 105  (supplemental  diet)  mg/kg of vitamin E  acetate.  The diet was also
altered to  increase  the peroxidizability of the  lung by feeding either low or
high polyunsaturated fats  (PUFA).  Mice were continuously exposed to 1960
    3
ug/m  (1 ppm)  of  03.  The mortality  (LT50  of 29 to 32 days) was  the same,
regardless of the large differences in peroxidizability of  the lungs of animals
fed high- or low-PUFA diets.  High supplemental  levels (105  mg/kg)  of vitamin E
acetate were protective and  delayed the LT50 to 0, by an average  of 15 days.
Although these experiments demonstrate clearly the protective effect of vitamin
E against  0,  toxicity,  they do not support  the hypothesis that changes  in
fatty acid  composition  of  the lung will increase  0-,  toxicity.   The results
could be  interpreted to indicate  that the scavenging of radicals by vitamin  E
is more important than the relative rate of oxidation of PUFA.  These findings
led  to  biochemical   studies  that used graded levels of dietary vitamin E.
     Plopper et al.  (1979)  correlated biochemical and morphological (Section
9.3.1)  effects  in rats maintained on  a  synthetic diet with  11 mg kg/vitamin  E
(equivalent to the average U.S. adult intake) or commercial rat chow having 66
mg/kg vitamin  E.  The 11 mg/kg vitamin  E group  was  exposed  continuously  for  7
days to 196 or 392 ug/m  (0.1 or 0.2 ppm) of 0,, and measurements  were made at
the end of exposure.  The rats on the commercial diet were exposed to only the
higher  concentration.  All  exposures  increased  activities  of GSH  peroxidase,
GSH  reductase,  and  G-6-PD, and the amount of nonprotein sulfhydryl.   Although
statistical  comparisons  between  the  dietary  groups were  not made, greater
increases appear to  have occurred  in the 11 mg/kg vitamin E group; the magnitude
                                                            3
of the  responses  in the higher  vitamin  E group at  392 ug/m  (0.2  ppm) of 0,
was  roughly  equivalent  to  the magnitude  of  the  responses of the low vitamin  E
group exposed  to  196 ug/m  (0.1  ppm).   The  2  dietary groups showed  little
variation  in morphological effects.
     These  studies  were  expanded to include three  vitamin  E dietary  groups:
                                                                      3
0, 11,  or  110 ppm  (Chow et  al.,  1981).  Rats were  exposed  to 196  ug/m   (0.1
ppm) of 0, continuously for 7  days.  In the 0-ppm vitamin E group, 0, increased
the  level  of GSH and the  activities  of GSH peroxidase,  GSH  reductase,  and
G-6-PD.   Increases  of similar magnitude occurred  in  the  11-ppm  vitamin E
group,  with  the exception of  GSH  reductase activity, which was not affected.
                                   9-83

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In the highest  vitamin  E group,  no significant effects were observed.   Ozone
caused no changes in the activity of malic dehydrogenase in any of the  dietary
groups.   Morphologically  (Section  9.3.1),  only 1 of 6  rats of the 110-ppm
vitamin E group  had lesions,  whereas more rats of  the  two other groups had
lesions.   These  lesions  became more severe as the vitamin E level decreased.
They  occurred  at the bronchio-alveolar  junction  and  were characterized by
disarrangement of the bronchiolar epithelium and an increase in the number of
alveolar macrophages.
     Chow and Tappel (1972) exposed  rats continuously to 1372 ug/m  (0.7 ppm)
of 03 for 5  days.   The animals  had  been maintained on diets with different
levels of dl-crtocopherol  acetate  (vitamin E) (0,  10.5,  45,  150, and  1500
mg/kg diet).   Ozone exposure increased  GSH  peroxidase,-GSH reductase, and
G-6-PD activities.   For GSH peroxidase and G-6-PD activities, the increase was
reduced as a function of  the logarithmic concentration  of  vitamin E.  Vitamin
E did not alter the magnitude of the  effect  on  GSH reductase, a finding in
contrast to the  results  of others (Chow et al.,  1981;  Plopper et al.,  1979).
Malonaldehyde, which is produced by lipid peroxidation, increased; this increase
was also partially inhibited as a logarithmic function of vitamin E concentra-
tion.  However,  others  (DeLucia  et al., 1972; Mustafa et al.,  1973) have not
observed the  presence  of malonaldehyde  in exposed  lungs.   The increase  in
malonaldehyde and activity of GSH peroxidase were linearly correlated,  leading
Chow  and Tappel  (1972)  to propose a compensatory mechanism in which the  in-
crease in GSH peroxidase activity increases lipid peroxide catabolism.
     Chow and Tappel (1973)  observed the typical protection of vitamin E  (0
and 45 mg/kg diet crtocopherol)  from the effect of  03  (1568 ug/m  , 0.8  ppm; 7
days, continuous) on increasing G-6-PD activity in rat lungs.  Similar findings
occurred for  6-phosphogluconate  dehydrogenase and  malic  enzyme activities.
The activities  of  two  glycolytic regulating enzymes,  phosphofructokinase and
pyruvate kinase, were  increased  by  03  exposure  but were not influenced  by
vitamin E levels  in the diet.   Aldolase and malate dehydrogenase activities
were  not affected.
      Elsayed et  al.  (1982b,  1983)  examined the influence of selenium (Se) in
the diet on GSH peroxidase activity  in the lung.   Selenium  is an integral part
of one form of the enzyme GSH peroxidase.  Mice were raised on a diet contain-
ing 55 ppm vitamin E with either 0 ppm or 1 ppm of Se and exposed to 1568 ± 98
ug/m  (0.8 ppm)  of 03  continuously  for 5 days.  In these mice, Se deficiency
                                   9-84

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caused a sevenfold decline in Se level and a threefold decline in GSH peroxi-
dase  activity  in the lung.   Other  enzyme  activities  (e.g.,  GSH reductase,
G-6-PD, 6-phosphogluconate  dehydrogenase)  were not affected by  dietary Se.
After  0-  exposure,  the GSH  peroxidase activity in the  Se-deficient group
remained unstimulated and was  associated with a lack of  stimulation of GSH
reductase,  G-6-PD, and  6-phosphogluconate  dehydrogenase  activities.   In con-
trast, the 0--exposed Se-supplemented group exhibited increases in 6-phosphoglu-
conate dehydrogenase and G-6-PD activities.   Dietary deficiency or supplementa-
tion of Se, vis-a-vis alteration of GSH peroxidase  activity,  did not appear to
influence the effects of CL  exposure as assessed by other parameters.  Although
the animals  received  the  same  level of  dietary vitamin  E,  after air or 0.,
exposure, the  Se-deficient group showed  a two-fold  increase in lung  vitamin  E
levels relative  to the Se-supplemented  group, suggesting  a  complementary
relationship between Se and  vitamin E in the lung.   This sparing action between
Se (i.e., GSH peroxidase activity)  and vitamin E might explain similar effects
of 0-, exposure in Se-deficient and supplemented mice.
     Several investigators have studied the responsiveness of different species
to the effect of 0, on antioxidant metabolism.   DeLucia et al.  (1975a) exposed
                                                                 3
both  Rhesus  monkeys  and rats for 7  days (8 hr/day) to 1568 ug/m (0.8  ppm).
The nonprotein sulfhydryl  and GSH content were increased, as was G-6-PD activity.
Activity of  GSH  reductase was  affected  in the  rats but  not the  monkeys.   No
statistical  comparisons were made  between  the rats and monkeys.   In the only
parameter for which sufficient data were presented for comparison, G-6-PD, the
increase in  monkeys was about 125 percent of controls; for rats,  it  was about
130 percent of controls.
      Rats and  Rhesus  monkeys were  compared more extensively  by  Chow et al.
                                          o
(1975).  Animals  were exposed  to 980 (jg/m  (0.5 ppm)  of 0, 8 hr/day  for  7
days.  The nonprotein sulfhydryl content and the activities of GSH peroxidase,
GSH reductase, and G-6-PD increased in rats but not in monkeys.  The magnitude
of the  increases in  rats was 20  to  26  percent.  The  increases  in monkeys were
between 10 and 15 percent and statistically insignificant, "because of relative-
ly large variations," according  to  the authors.  The variation  in the  monkeys
was approximately double that of the rats.   The sample size of the monkeys (6)
was  lower  than that of the rats (8).  Statistical  tests of the Type II error
(e.g.,  false negative  error)  rates were not  reported.   Thus,  the monkeys
apparently were  not  affected to the same  degree  as the rats.   However, the
experiments with monkeys were apparently not conducted with as much statistical
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power as those  with  rats.   Thus, under the actual study designs used, ozone
would have had  to have substantially greater effects on monkeys than rats for
a statistically significant effect to  be detected.   This did  not happen,
leading to  the conclusion  of  the investigators that monkeys are  not  more
responsive.   Studies  of  improved experimental  design would  indicate  more
definitively whether monkeys are less  responsive.   Mustafa and Lee (1976) also
alluded to different  G-6-PD responses  of rats  and Bonnet and Rhesus monkeys
                                                                         3
after exposures for 8 hr/day  for 7  days to levels as  low  as  392 ug/m
(0.2 ppm).   However, no data for G-6-PD were presented,  and the  description  of
these results was incomplete.
     Mice (Swiss Webster)  and  3 strains of rats (Sprague-Dawley,  Wistar, and
Long Evans) were-compared after a 5-day continuous exposure to 882 ug/m  (0.45
ppm) of 0, (Mustafa et al., 1982).  Total  sulfhydryl  content  increased only  in
mice.  However, nonprotein  sulfhydryl content increased in both rats and mice
to a roughly equivalent  degree.   GSH-S-transferase was not affected in any of
the animals.   Mice  exhibited the typical  increases in the activities of GSH
peroxidase,  GSH reductase,  G-6-PD,  6-phosphogluconate dehydrogenase,  and
isocitrate dehydrogenase.   Rats  were  less affected;  no changes were seen in
the  activities  of GSH reductase or isocitrate dehydrogenase,  and not all
strains of rats showed an increase in  the activities  of GSH peroxidase, G-6-PD,
and  6-phosphogluconate  dehydrogenase.   For GSH reductase and  G-6-PD,  the
increased activities  in  exposed mice  were  significantly  greater  than  those
in exposed rats.
     At present, it is not possible to determine whether these apparent  species
differences in  responsiveness  were  due to differences in the total deposited
dose of 03,  an innate difference in species  sensitivity,  or differences in
experimental design  (e.g.,  small sample  sizes, insufficient concentration-
response studies).
     Age-dependent  responsiveness to  (L-induced changes  in  GSH systems  has
been observed.  Tyson et al. (1982) exposed rats (5 to 180 days old) to 1764
    3
ug/m  (0.9 ppm) of  03 continuously for  96 hr, except for  suckling  neonates (5
to 20 days old) which received an intermittent exposure (4 hr of exposure, 1.5
hr no exposure, 4 hr exposure).  Given that  others  (Mustafa and Lee,  1976;
Chow et al., 1974; Schwartz et al., 1976) have observed no differences between
continuous  and intermittent exposures  for  these  enzymatic activities,  this
difference in  regimen can be considered inconsequential.   All ages given are
ages at  the  time of  initiation  of exposure.  They were calculated from  those
                                   9-86

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given in the report to facilitate comparisons with other reports on age sensi-
tivity.   Weanlings  (25 and 35 days old) and  nursing dams (57 and 87 days old)
had higher  lung  to  body  weight ratios.  Generally, the  DNA content of the
younger animals  was unchanged.  When the activities of G-6-PD, GSH reductase,
and GSH peroxidase  were .measured after 0., exposure,  the trend was a decrease
in activities at and  before 18 days of age,  followed by  increases thereafter.
For G-6-PD, this trend was most pronounced; at 5 and 10 days of age,  no signi-
ficant changes were seen;  at  15 days of age, a decrease was seen; and at 25
and 35 days of age,  progressively greater increases were seen.
                                                                   o
     Ten- to 50-day-old rats were exposed continuously to 1764 ug/m  (0.9 ppm)
of Og (Lunan e,t al., 1977).   Ages of rats reported are presumably ages at ini-
tiation of  exposure.   In  rats (10 to 40 days old) exposed for 3 days, G-6-PD
activity was measured periodically  during exposure.   No statistical  analyses
were reported.   Ozone caused  a possible increase  (20 percent  of control) in
the activity of G-6-PD in the 20-day-old group,  and the magnitude continued to
increase as age  increased up to about 35 days (~ 75 percent of control),  after
which (40 and 50 days of age) the effect became less (40 percent of control  at.
50 days of  age).   In  another experiment,  a  complex design  was used in which
rats at 10,  15,  25, and 32   days of age were exposed up to 32 to 34  days of
age; thus,  the  duration  of exposure for each group was  different.  When the
animals were younger  than  20  days,  no effect was  observed.  When older mice
were used,  the greatest magnitude of the  increased activity occurred  at about
32 days of age, regardless of the absolute length of exposure.
     Elsayed et  al.  (1982a)  exposed rats of various ages to 1568 ug/m  (0.8
ppm) of 03  continuously  for 72 hr.   Ages  given  are  those  at  initiation of
exposure.   Ozone increased  lung  weights,  total  lung protein,  and total lung
DNA in an  age-dependent  fashion, with the older (90-day-old) rats being more
affected than 24-day-old  animals.   For isocitrate dehydrogenase activity,  no
effect was  seen  in  the 24-day-old rats, but an increase was observed in the
90-day-old animals.    For G-6-PD and 6-phosphogluconate dehydrogenase,  increases
were observed  in the  24- and  90-day-old rats, with a greater magnitude of the
effect occurring in the  90-day-old  group.    Younger rats  (7 to 18 days old)
were also  examined.   The  exposure caused >60 percent mortality to the 7- and
12-day-old rats.  Glucose-6-phosphate dehydrogenase activity decreased in both
the 7-and-12-day old  groups,  with the younger rats being more affected.   The
18-day-old  rats  had an increase in this activity.  These trends were similar
                                   9-87

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to those observed by Tyson et al. (1982), although the exact age for signifi-
cant changes differed slightly.
     The reason for  these  age-dependent changes is not  known.   The younger
animals (< 24 days of age)  have lower basal  levels of the studied enzymes than
the older animals examined (> 38 days of age) (Tyson et al., 1982;  Elsayed et
al., 1982a).   It  is  conceivable that age influenced the dosimetry of 0,. The
decreased activities observed in the neonates are reminiscent of the decreased
activities that occur  at  higher 03 levels in adults  (DeLucia  et al.,  1972,
1975a;  Fukase  et al.,  1975).  The increased  activities in the later stages of
weanlings or  in young, growing  adults is consistent with the effects observed
in other studies of adult rats (Table 9-5).
     Mustafa  et al.  (1984)  are the only researchers to report the effects of
combined exposures to  (L  and nitrogen  dioxide  on the GSH peroxidase system.
                                                         3
Mice were exposed 8 hr/day for 7 days to either 9024 |jg/m  (4.8 ppm) of nitro-
                        3
gen dioxide,  or 882  jjg/m   (0.45 ppm) of 0~,  or  a mixture of these.  Ozone and
nitrogen dioxide alone caused no significant effects on most of the endpoints;
however, synergistic effects  were  observed   in  the mixture group.   The  total
sulfhydryl and nonprotein  sulfhydryl contents were  increased.   The  activities
of GSH  peroxidase,  G-6-PD,  6-phosphogluconate dehydrogenase, and  isocitrate
dehydrogenase  increased, but  the activities  of  GSH  reductase and GSH S-trans-
ferase were  unchanged.  Tissue  0? utilization was also  increased,  as shown  by
the increase  in succinate oxidate and cytochrome c oxidase activities.
     Superoxide dismutase  (SOD) catalyzes  the dismutation of (and  therefore
destroys) superoxide (O^-),  a toxic  oxidant  species  thought to  be  formed from
0, exposure,  and  is  thus involved in antioxidant metabolism.   Rats exposed
                                     3
continuously  for  7  days  to 1568 ug/m   (0.8  ppm) of 0- exhibited an increased
activity of SOD in cytosolic and mitochondrial  fractions of the lungs (Mustafa
et al.,  1977).   In a more  complex exposure regimen  in which  rats were  exposed
                        3
for 3  days  to 1568 pg/m   (0.8  ppm)  and then various days of combinations of
         3                        3
2940 |jg/m  (1.5 ppm) and 5880 |jg/m  (3  ppm)  of  0-, SOD activity also increased.
Bhatnager et  al. (1983) studied the time course of the increase in  SOD  activity
                                              o
after  continuous  exposure  of rats  to 882 ug/m  (0.45 ppm) of 03.   On day 2  of
exposure, there  was  no effect.  On  days 3 and  5, activity  had  increased; by
day 7  of exposure, values were  not different from control.
9.3.3.3.   Oxidative  and  Energy Metabolism.   Mitochondrial enzyme  activities
are typically studied  to evaluate effects on 0- consumption, which  is a funda-
mental  parameter of  cellular  metabolism.  Mitochondria are cellular organelles
                                   9-88

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that are the major sites of (L utilization and energy production.   Many of the
enzymes in mitochondria have  functional sulfhydryl groups, which are known to
be affected by  0-,  and mitochondrial membranes have unsaturated fatty acids
that are also susceptible to (L.   The patterns of 0-  effects on (L consumption,,
as will be discussed,  are quite similar to effects on antioxidant metabolism
(Section 9.3.3.2).
     Mustafa et al.  (1973) showed in rats  that acute  (8-hr) exposure to a high
                               3
concentration of  (L  (3920 (jg/m ,  2 ppm)  decreases (L  consumption using the
substrates succinate,  oroxoglutarate,  and glycerol-1-phosphate.   Similar
findings were  made  by DeLucia et  al.  (1975a).   Decreases in mitochondrial
total sulfhydryl levels were also observed (Mustafa et al., 1973).   Equivalent
changes occurred  in whole-lung homogenate and the mitochondrial fraction.  No
change in malonaldehyde  levels  was found.  When rats were exposed to high 0,
                 3
levels (5880 ug/m ,  3 ppm; 4 hr),  the immediate depression in succinate oxidase
activity was followed by an increase that  peaked about 2 days postexposure and
returned to normal  by  20  days postexposure (Mustafa  et al., 1977).   A 10- or
                                                                  o
20-day continuous exposure  to a  lower 0.,  concentration (1568 |jg/m , 0.8 ppm)
                                        3   •
caused an increase  in  OA  consumption of  lung homogenate which was greater at
20 days (Mustafa et al., 1973).   When the  activity of the mitochondrial fraction
per mg of protein was  measured,  the increased activity was less than that of
the  lung homogenate  per mg of protein.   Morphological  comparisons  indicated
that the exposed lungs had a threefold increase in type 2 cells, which contain
more mitochondria than  type 1 cells.  Thus, the  increase in 0- consumption
appears to reflect changes in cell  populations.
     Schwartz et  al. (1976) exposed  rats  for 7  days continuously or  intermit-
tently (8 hr/day) to  392, 980, or 1568 |jg/m3  (0.2,  0.5, or 0.8 ppm) of O.^.
Succinate oxidase activity increased linearly with 03 concentration.  No major
differences were  apparent between  continuous  and intermittent exposures.  No
statistical  analyses  were  reported.   Concentration-dependent morphological
effects were also observed  (Section  9.3.1).  When using rats  and an  identical
exposure regimen, Mustafa and Lee (1976)  found similar responses for succinate
oxidase and succinate-cytochrome c reductase  activity.  These increases were
statistically significant.  Mustafa  et al. (1973), when using 7 days of con-
tinuous exposure, also  showed that 09 consumption of rats increased with in-
                                      3
creasing 03 level (392, 980, 1568 (jg/m ,  0.2,  0.5, 0.8 ppm).
     Although concentration appears to be a stronger determinant of the effect,
time of exposure also plays a role (Mustafa and Lee,  1976).  Rats were exposed
                                   9-89

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            3
to 1568 |jg/m  (0.8 ppm) of 0, continuously for 30 days, and 02 consumption was
measured as the  activities  of succinate oxidase, 2-oxoglutarate oxidase,  and
glycerol-1-phosphate oxidase.   On day  1,  the effect  was  not significant.
However, at day  2 and  following,  these  enzyme activities increased.  The peak
increase occurred on day 4  and  remained at that  elevated level  throughout the
30 days of exposure.  Mitochondrial succinate-cytochrome c  reductase exhibited
a similar pattern under similar 0, levels for 7  days of exposure.   Equivalent
                                                                          3
results occurred in rats during  a 7-day  continuous exposure to 1568 ug/m
(0.8 ppm) of 0-,  (DeLucia et al., 1975a).
                                                        3
     In rats,  recovery from an ozone-induced (1568 ug/m ,  0.8  ppm; 3 days,
continuous) increase in  succinate oxidase activity occurred  by 6  days post-
exposure (Chow et  al., 1976b).   When the rats were re-exposed to  the same
exposure regimen at 6,  13, and 27 days  of recovery, the increased activity was
equivalent to  that  of  the initial exposure.   Thus, no long-lasting tolerance
was observed.
     Dietary vitamin E can  also reduce the  effects of 0,  on  09 consumption.
                                                        3
After  7 days  of  continuous  exposure to 196  or 392  ug/m (0.1 or 0.2 ppm) of
03, the  lung  homogenates  of rats  maintained  on diets with  either 11 or 66 ppm
of vitamin  E  were  examined for changes in 0^ consumption  (succinate oxidase
activity) (Mustafa,  1975; Mustafa and  Lee,  1976).  In the 11-ppm vitamin E
group,  increases in 09 consumption occurred  at both 0, levels.   In the 66-ppm
                              3
vitamin E group, only  392 ug/m  (0.2 ppm) of 0-  caused an increase.  Mitochon-
dria  were  isolated from the  lungs and  studied.   Neither dietary  group had
0.,-induced changes  in  the respiratory  rate  of mitochondria (on a per mg of
protein basis).  However, the amount of mitochondria (measured  as total protein
content of the mitochondrial  fraction of the lung) from the 0--exposed rats of
the 11-ppm vitamin  E group did  increase (15-20 percent).
     Similar to  earlier discussions for antioxidant metabolism  (Section 9.3.3.2),
responsiveness to  effects of 0, on 0, consumption is  age-related (Table 9-5).
                                                                 3
Elsayed et al. (1982a) exposed  rats of  various ages to 1568 ug/m   (0.8 ppm) of
03  continuously  for 72  hr.  The O^induced  increase  in the activities of
succinate oxidase  and  cytochrome c oxidase  increased with  age  (from 24 to 90
days of age), with  no  significant change at  24 days of age.   When younger rats
were examined, succinate oxidase  activity decreased in both the  7-  and 12-day-
old animals,  with the  younger ones more affected.  The 18-day-old  rats  had  an
increase in this activity.
                                    9-90

-------
     Species and  strain  differences  were observed after  a  5-day continuous
                     3
exposure to  882 (jg/m  (0.45 ppm)  of  03 (Mustafa et al., 1982).   Mice and
Sprague Dawley rats (but not other strains of rats) had an increase in activi-
ty of  succinate oxidase.   Cytochrome  c oxidase was increased in mice, Long-
Evans  rats,  and Sprague Dawley rats, but  not Wistar rats; tho increase in the
mice was greater than that in the rats.
     Rats have also  been  compared to two strains of monkeys after a 7-day (8
hr/day)  exposure  to various concentrations of  0,  (Mustafa  and Lee, 1976).
                                           3     -5
Rats were exposed  to  392,  980, or  1568  ug/m  (0.2, 0.5, or 0.8 ppm) of 03 and
exhibited increases  in succinate oxidase  activity.  Rhesus monkeys exposed to
                       q
either 980 or 1568 ug/m  (0.5 or 0.8 ppm) of 0- had an increase in this enzyme
activity only at the  higher exposure concentration.  When Bonnet monkeys were
                                 3
exposed to 392, 686,  or 980 ug/m  (0.2,  0.35,  or 0.5 ppm)  of 03, succinate
oxidase activity increased at the two higher 0, levels.  The number of animals
                                                                              3
used was not specified, which makes interpretation difficult.   At the 392-ug/m
(0.2 ppm) level, the increase in rats was to 118 percent of  controls (signifi-
cant); in Bonnet monkeys, it was to 113 percent of controls  (not significant).,
                3
At the 980-ug/m   (0.5 ppm)  of  03 level, the magnitude of  the significant
increases was not  different between rats  (133 percent  of  controls) and Bonnet
monkeys (130 percent of controls).  Rhesus monkeys may have  been slightly less
responsive than rats,  but no statistical analyses were performed to assess
this question.
     The increase  in  levels  of nonprotein sulfhydryls, antioxidant enzymes,
and  enzymes  involved  in 02 consumption is typically attributed to concurrent
morphological changes  (Section  9.3.1)  in the lungs, principally  the  loss of
type 1 cells and the  increase of type 2 cells and the  infiltration of alveolar
macrophages.  Several  investigators have  made  such correlated  observations  in
rats (Plopper et al., 1979; Chow, et al., 1981; Schwartz et al., 1976; DeLucia
et al.,  1975a).   Type 2  cells are more metabolically active than  type  1  cells
and  have more abundant mitochondria and endoplasmic reticula.   This hypothesis;
is supported by the findings of  Mustafa  et  al.  (1973), Mustafa (1975), and
DeLucia  et  al.  (1975a).   For example,  succinate  oxidase  was  studied  in  both
lung  homogenates  and isolated mitochondria of rats after a 7-day exposure to
1568 ug/m  (0.8 ppm)  of 03 (DeLucia et  al., 1975a).  The  increase in the homo-
genate was  about  double that of  the  isolated  mitochondria  (on a per  mg of
protein  basis).   As mentioned previously, this indicates that an increase in
                                   9-91

-------
the number of  mitochondria,  rather than an increased activity within a given
mitochondrion,  in exposed lungs is the probable dominant cause.
9.3.3.4  Monooxygenases.   Multiple microsomal enzymes function in the metabo-
lism of both endogenous (e.g., biogenic amines, hormones) and exogenous (xeno-
biotic) substances.   These substrates  are either activated or detoxified,
depending on the  substrate and the enzyme.   Only  a  few of the enzymes have
been studied subsequent to 03 exposure (Table 9-6).
     Monoamine oxidase  (MAO)  activity has been investigated (Mustafa et al.,
1977)  in  view  of  its importance in catalyzing  the metabolic degradation of
bioactive amines  like  5-hydroxytryptamine and norepinephrine.   Although MAO
activity  is  located principally  in  the mitochondria, it also  is  found in
microsomes.   Activity  levels  of MAO in  rats were determined  after  exposure  to
          3                               3
3920 |jg/m (2  ppm)  for 8 hr or 1568 ug/m  (0.8 ppm) continuously for 7 days.
Substrates used included  n-amylamine, benzylamine, tyramine, and 3-hydroxyty-
ramine; three  tissue preparations  were  used (whole lung  homogenate,  mitochon-
dria,  and microsomes).  The acute  high-level  exposure  reduced  MAO  activity  in
                                                          o
all tissue preparations;  The longer exposure to 1568 ug/m  (0.8 ppm) increased
MAO  activity  in  all tissue preparations.  This  pattern  is  similar  to  that
found  for mitochondrial  enzymes  and antioxidant metabolism (Sections 9.3.3.2
and 9.3.3.3).
     The  cytochrome  P-450-dependent enzymes have been studied because of their
function  in drug  and carcinogen metabolism.   Palmer  et al.  (1971,  1972)  found
that hamsters  exposed to  1,470 ug/m  (0.75 ppm)  of 03  for  3  hr  had lower
benzo(a)pyrene hydroxylase activity  in  the  lung.   Goldstein et al.  (1975)
                                           3
showed  that  rabbits exposed  to  1,960 ug/m   (1 ppm)  of  0.,  for 90 min  had
decreased levels of  lung cytochrome P-450.  Maximal decreases occurred 3.6 days
following exposure.  Recovery to  control values occurred somewhere  between 8
days and  45 days.   Cytochrome  P-450-mediated activity of benzphetamine N-
                                                                     3
demethylase in the  lung was lowered by a 24-hr exposure to 1,960 ug/m  (1 ppm)
of 03  in  rats  (Montgomery and Niewoehner, 1979).  The cytochrome P-450 dependent
activity  began to recover by 4 days  postexposure  but was still decreased.
Complete  recovery occurred by 1 week.   Cytochrome b,--mediated lipid  desaturation
was stimulated by 03 4, 7, and 14  days postexposure.   Immediately after expos-
ure, the  desaturase activity was  quite depressed, but this was attributed  to
anorexia  in the rats, and  not to 0.,.  Cytochrome P-450-dependent enzymes exist
in  multiple  forms,  because  they   have  different  substrate  affinities that
overlap.  Measuring activity  with only one substrate does not characterize a
                                   9-92

-------
                                                                         TABLE 9-6.  HONOOXYGENASES
f
U)
Ozone .
concentration Measurement3'
ug/m3
392
980
1568
1470
5880
19,600
1470
5880
19.600
1568
3920
1568
3920
392
1568
1568
1568
1568
ppm method
0.2 MAST
0.5 NBKI
0.8
0.75 I
3.0
10.0
0.75 I
3.0
10.0
0.8 ND
2.0
0.8 I
2.0
0.2 I
0.5
0.8
0.8
0.8 I
Exposure
duration and
protocol
Continuous or
8 hr/day for 7
• days
3 hr
3 hr
Continuous for
7 days
8 hr
Continuous
for 7 days
8 hr
Continuous or
8 hr/day
8 hr/day
Continuous for
7 days
Observed effect(s) Species
Concentration-related linear Rat
increase in NADPH cytochrome c
reductase activity. No
difference between continuous
and intermittent.
Decreased activity of benzpyrene Hamster
hydroxylase in lung parenchyma.
Decreased activity of benzpyrene Rabbit
hydroxylase in tracheobronchial
mucosae.
High 03 level reduced monoamine Rat
oxidase activity; low 03 level
increased it.
High 03 level decreased activity Rat
of NADPH cytochrome c reductase;
low level increased it.
Increased activity of NADPH cyto- Rat
chrome c reductase. At 0.8 ppm,
increase began at day 2 of exposure.
No change in NADPH cytochrome c Monkey
reductase activity.
Increased activity of NADPH cyto- Rat
chrome c reductase on days 2 through
7. Maximal increase on day 4.
Reference
Mustafa and Lee,
1976; Schwartz
et al., 1976;
Mustafa et al. ,
1977
Palmer et al. , 1971
Palmer et al . , 1972
Mustafa et al. ,
1977
DeLucia et al. ,
1972, 1975a
DeLucia et al. ,
1975a
Mustafa and Lee,
1976

-------
                                                  TABLE  9-6.  MONOOXYGENASES (continued)
Ozone
concentration
ug/m3 ppm
1960 1.0
1960 1.0
5880 3
b Exposure
Measurement ' duration and
method protocol
NO 90 min
MAST 24 hr
NBKI 10 min before
lung perfusion
and continuous
throughout
experiment.
Observed effect(s) Species
Decreased levels of lung cyto- Rabbit
chrome P-450. Maximal decrease
at 3.6 days postexposure.
50% decrease in benzphetamine Rat
N-demethylase activity 1 day
postexposure; return to control
levels by 1 wk postexposure.
Stimulation of cytochrome
bs-mediated lipid desaturation.
Decreased enzymatic conversion of Rat
arachidonic acid to prostaglandins
when using isolated ventilated per-
fused lung.
Reference
Goldstein et al. ,
1975
Montgomery and
Niewoehner, 1979
Menzel et al. . 1976
Measurement method:
MAST - Kl-coulometric (Mast meter); CHEM = gas solid chemiluminescence; NBKI = neutral buffered potassium  iodide;
I = lodometric; ND = not described.
Calibration method:   UKI  = unbuffered potassium iodide.

-------
single enzyme.   More importantly, the relatively long time for recovery suggests
that cell injury, rather than enzyme destruction, has occurred.   Benzo(a)pyrene
hydroxylase is the  first major enzyme in the activation of benzo(a)pyrene and
several  other  polycyclic  hydrocarbons  to  an active  carcinogen.   However,
additional enzymes  not  studied  after 0. exposure are involved in the activa-
tion, which makes  full  interpretation of the effect of 0^ on this metabolism
impossible.   The impact of  the  decrease in cytochrome  P-450  depends on the
activation or  detoxification of  the  metabolized compound by this  system.
     Also involved  in mixed  function  oxidase metabolism is NADPH cytochrome c
reductase.  As with other classes  of enzymes  (Sections 9.3.3.2; 9.3.3.3),
                                             3
acute exposure to  a high  03 level  (3920 ng/m  ,  2 ppm; 8 hr) reduced NADPH
cytochrome c reductase  activity  (DeLucia et al., 1972, 1975a).   After a con-
tinuous  or 8 hr/day exposure of rats for 7 days, the activity of NADPH cyto-
chrome c reductase increased linearly in a concentration-related fashion (392,
980, and  1568 ng/m3;  0.2,  0.5,  and 0.8 ppm) (Mustafa and  Lee, 1976; Schwartz
et al.,  1976; Mustafa et  al.,  1977).   Continuous and  intermittent  exposures
                                                                  3
were not  different.   The  time  course of the response to 1568 pg/m  (0.8 ppm)
was an  increase  in activity that began  at  day  2, peaked  at  day 4,  and was
still  increased  at  day  7  of continuous exposure in the rat (Mustafa and Lee,
1976).   The  rat, but  not  the  Rhesus monkey, is  apparently  affected after
                                             o
exposure for 8 hr/day for 7 days to 1568 (jg/m  (0.8 ppm) of 03 (DeLucia et al..,
1975a).  However, monkey data were not reported in any detail.
9.3.3.5   Lactate Dehydrogenase and  Lysosomal Enzymes.   Lactate  dehydrogenase
(LDH)  and  lysosomal  enzymes  are  frequently  used  as markers of cellular damage
if levels are  observed  to increase in  lung lavage  or serum/plasma, because
these  enzymes are  released  by cells  upon certain  types  of damage.   Effects  of
03 on  these  enzymes are described in Table 9-7.   No lung lavage studies have
been reported;  whole-lung homogenates were used.   Therefore,   it is not possible
to determine whether the observed increases reflect a leakage into lung fluids
and  a  compensatory resynthesis  in  tissue  or cellular changes (See  Section
9.3.1),  such as  an  increase  in type 2 cells and alveolar macrophages and poly-
morphonuclear leukocytes rich in lysosomal hydrolases.  In some instances, cor-
relation with plasma values was  sought.   They are described briefly here; more
detail  is given  in  Section 9.4.3.
     Lactate dehydrogenase  is  an intracellular  enzyme  that  consists of two
subunits combined as a tetramer.  Various combinations of the two basic subunits
change  the  electrophoretic  pattern of  LDH  so that its various isoenzymes can
                                   9-95

-------
                                                           TABLE 9-7.   LACTATE  DEHYDROGENASE AND LYSOSOHAL ENZYMES
vo
U3
(Ti
Ozone
concentration
pg/m3
196
392
980
1568
980
1568
1568
1372
1568
1372-
1568
1568
1568
ppra
0.1
0.2
0.5
0.8
0.5
0.8
0.8
0.7
0.8
0.7-
0.8
0.8
0.8
Measurement9'
method
NBKI
MAST,
NBKI
NBKI
NBKI
MAST,
NBKI
MAST,
NBKI
MAST,
NBKI
Exposure
duration and
protocol
Continuous
for 7 days
Continuous
for 8 days or
8 hr/days for
7 days
8 hr/day for
7 days
Continuous
for 5 days
Continuous
for 7 days
Continuous
for 7 days
Continuous
for 7 days
Continuous
for 7 days
Observed effect(s) Species
Increase in total LDH activity in Rat
diet group receiving 0 ppra
vitamin E. Groups with 11 or
110 ppm of vitamin E had no effect.
Increased lung lysozyme activity only Rat
after continuous exposure to 0.8 ppm.
Increased LOH activity in lungs. Rat
Change in LDH isoenzyme distri-
bution at 0.8 ppm.
No change in total LOH activity or Monkey
isoenzyme pattern in lungs.
Specific activities of various Rat
lysosomal hydrolases increased.
Increase in lung acid phosphatase Rat
activity; no observed increases
in B-glucuronidase activity.
Bronchiolar epithelium had decreased Rat
NADH and NAOPH activities and in-
creased ATPase activity.
Increase in LOH activity not Rat
affected by vitamin E (0 or
45 mg/kg diet).
Reference
Chow et al. ,
Chow et al . ,
Chow et al . ,
Oil lard et al
1972
Castleman et
1973a
Castleman et
1973b

1981
1974
1977
* >
al.,
al.,
Chow and Tappel ,
1973
                 Measurement method:
                  Calibration method:
MAST = Kl-coulometric (Mast meter); NBKI = neutral buffered potassium  iodide.
NBKI = neutral  buffered potassium iodide.

-------
be detected.  Chow and Tappel (1973) found an increase in LDH activity in the
                                            3
homogenate of rat lungs exposed to 1568 ug/m  (0.8 ppm)  of 0- continuously for
                                3
7 days.   Lower levels  (196  ug/m ,  0.1 ppm;  7 days continuous) only increased
LDH activity of lung homogenate when rats were on a diet deficient in vitamin E
(Chow et al., 1981).   Vitamin E levels in the diet did  not significantly in-
fluence the response.   In following up this  finding, Chow et al.  (1977)  studied
LDH activity and isoenzyme pattern (relative ratios of different LDH isoenzymes)
in the lungs, plasma,  and erythrocytes of 0,-exposed rats (980 or 1,568  ug/m ,
                                      3
0.5 or 0.8  ppm) and monkeys (1568 ug/m  ,0.8 ppm).  Exposure was for 8 hr/day
for 7 days.  In monkeys, no significant changes in either total LDH activity or
isoenzyme pattern in lungs, plasma, or erythrocytes were detected.  The total
LDH activity  in  the 'lungs of rats was  increased after  exposure to 1,568 or
980 ug/m  (0.8 or 0.5 ppm), but  no changes in the  plasma or  erythrocytes were
detected.   The isoenzyme  pattern of LDH following  03 exposure was more com-
plex, with  the  LDH-5  fraction significantly decreased in lungs and plasma of
rats exposed to 1,568 ug/m  (0.8 ppm).   The  LDH-4 fraction in lungs and  plasma
and the  LDH-3  fraction  in lungs were increased.   No changes were discernible
                            3
in rats  exposed  to  980 ug/m  (0.5 ppm)  of 0,.   The changes  in LDH isoenzyme
pattern appeared to be due to a relative increase in the LDH isoenzymes  contain-
ing the  H (heart type) subunits.  Although the increase  in LDH suggests cyto-
toxicity after 03 exposure,  no clear-cut interpretation can be placed on the
importance of the isoenzyme pattern.   Some specific cell  types in the lung may
contain more  H-type  LDH  than  others and be damaged by 03 exposure.  Further
studies of  the  fundamental  distribution of LDH in lung cell  types are needed
to clarify this point.
     Lysosomal enzymes have been found to increase in the  lungs of animals
exposed to  0,  at concentrations of 1,372 ± 294 ug/m  (0.70 ± 0.15 ppm)  for 5
days and 1,548 ± 274 ug/m3  (0.79 ±  0.14 ppm)  for 7 days, whether detected by
biochemical  (whole-lung  homogenates and  fractions) or histochemical means
(Dillard et al., 1972).   Dietary vitamin E (0 to 1500 mg/kg  diet) did not  in-
fluence the effects.   These increased activities were attributed to the  infil-
tration of the lung by phagocytic cells during the inflammatory response phase
from 0-  exposure.   Similarly, Castleman et al.  (1973a,b) found that activity
of lung  acid phosphatase  was  increased  in young  rats that had been exposed to
                   3
1,372 to 1,568 ug/m  (0.7 to 0.8 ppm) of 0, continuously for 7 days.   Increases
in p-glucuronidase activity were not observed.  The histochemical and cytochem-
ical localization suggested  that 0~ exposure results in damage to the lung's
                                   9-97

-------
lysosomal membranes.   Castleman et al.  (19735) also found that the bronchiolar
epithelium in  infiltrated  areas  had lower NADPH- and NADH diaphorase activ-
ities and higher  ATPase  activities than similar epithelium of control  lungs.
They discussed  in  greater  detail  the enzymatic distribution within the  lung
and suggested  that some  of the pyridine nucleotide-dependent reactions could
represent an enzymatic protective  mechanism operating locally in the centri-
acinar  regions  of 0--exposed  lungs.   Chow et al. (1974)  also  observed an
increase in  lysozyme  activity  (lung homogenate) in rats exposed continuously
            o
to 1568 ug/m   (0.8 ppm)  for 8  days but not in rats exposed intermittently (8
hr/day, 7 days).  No effect was seen in continuous or intermittent exposure of
rats to 392 or 980 ug/m  (0.2 or 0.5 ppm) of 03-
     Lysosomal   acid  hydrolases  include enzymes that digest  protein  and can
initiate emphysema.  The contribution of the increases in these enzymes obser-
ved by  some  after 0, exposure to  morphological  changes  has  not been demon-
strated.
9.3.3.6  Protein Synthesis.  The  effects of 0, on protein synthesis  can be
divided  into two  general areas:   (1) the effects  on  the  synthesis  of collagen
and related  structural connective  tissue proteins, and  (2) the  effects  on  the
synthesis or secretion  of  mucus.   The studies  are  summarized  in Table 9-8.
     Hesterberg and Last (1981) found that increased collagen synthesis caused
by continuous  exposure to  03 at 1568,  2352, and 2940 ug/m3 (0.8,  1.2, and  1.5
ppm) for 7  days could be  inhibited  by concurrent treatment  with  methylpred-
nisolone (1 to 50 mg/kg/day).
     Hussain et al. (1976a,b) showed that lung prolyl hydroxylase activity and
                                                                           3
hydroxyproline  content  increased  on exposure of  rats to 980 and 1568 ug/m
                                                  3
(0.5 and 0.8 ppm) of 03 for 7  days.   At 392 ug/m   (0.2 ppm), 03 produced a
statistically  insignificant increase  in  prolyl hydroxylase activity.  Prolyl
hydroxylase is the enzyme  that catalyzes the conversion of proline to hydroxy-
proline  in  collagen.   This conversion is essential  for  collagen  to  form the
fibrous conformation necessary for its structural function.  Hydroxyproline is
an  indirect  measure  of  collagen content.   When rats  were exposed  to  980 ug/m
(0.5 ppm)  of 03 for 30  days,  the  augmentation of activity  seen  earlier at
7 days  of  exposure had diminished, and  by  60 days,  the enzyme activity was
within  the normal range  despite continued 0- exposure.  When rats were exposed
             o                              J
to  1568 ug/m  (0.8 ppm)  of 03, the prolyl  hydroxylase  activity continued  to
rise for about 7 days;   hydroxyproline content  of the  lung rose to a maximum
value  at about 3 days after exposure began and remained equivalently elevated
                                   9-98

-------
                                                         TABLE 9-8.   EFFECTS OF  OZONE ON LUNG PROTEIN SYNTHESIS
vo
vo
Ozone

concentration
Mg/m3
392
784
1176
1568

980



392
980
1568




392
784
1176
1568

392
1568
3920
882





1S68

980-
3920

ppn
0.2
0.4
0.6
0.8

0.5



0.2
0.5
0.8




0.2
0.4
0.6
0.8

0.2
0.8
2.0
0.45





0.8

0.5-
2

. Exposure
Measurement * duration and
method protocol
NO 8 hr/day for
3 days

Continuous for
1 through 90 days
Continuous for
3 or 14 days and
combined with
H2S04
MAST Continuous for
7 days





UV 8 hr/day for
1 to 90 days



UV, 6 hr/day, 5 days/
MBKI wk, 12.4 wk (62
days of exposure)
NO Continuous
for 7 days




ND Continuous
for 90 days
UV 1. 2, or 3 wk




Observed effect(s) Species
Decreased rate of glycoprotein secretion by Rat
trachea! explants at 0.6 ppm.

Decreased rate of glycoprotein secretion.

Increased rate of glycoprotein secretion.



Concentration-dependent increase in lung prolyl Rat
hydroxylase activity. No effect at 0.2 ppm. Meta-
bolic adaptation suggested at 980 ug/m3 (0.5 ppm)
At 0.8 ppm, collagen and noncollagenous protein
synthesis increased; effect on prolyl hydroxylase
returned to normal by about 10 days postexposure,
but hydroxyproline was still Increased at 28 days.
At 0.8 ppn, tracheal explants had decreased rate Rat
of glycoprotein secretion for up to 1 wk, followed
by increased rate up to 12 wks. Three day exposure
to three lower concentrations caused decrease at
only 0.6 ppm.
Decrease in collagen and elastin at 0.2 and Rat
and 0.8 ppm; increase at 2 ppm.

Increased collagen synthesis at 5 and 7, but Mouse
not 2 days of exposure. Similar pattern
for increase in superoxide dismutase activity.
Increased prolyl hydroxylase activity at 2, 3,
5, and 7 days of exposure; maximal effect
at day 5.
Increase in prolyl hydroxylase activity through Rat
7 days. No effect 20 days and beyond.
Increased rate of collagen synthesis; fibrosis Rat
of alveolar duct walls; linear concentration
response.


Reference
Last and Kaizu,
1980; Last and
Cross, 1978






Hussain et al. ,
1976a,b





Last et al., 1977




Costa et al . , 1983


Bhatnagar et al . ,
1983






Last et al. , 1979



-------
TABLE 9-8.  EFFECTS OF OZONE ON LUNG PROTEIN SYNTHESIS  (continued)
Ozone
concentration Measurement '
ug/m3 ppm method
vo
M
O
o
980
980-
2940
5000
980
1000
1254
5000
1882
5000
1254
1254
1882
0.5 UV
0. 5- NBKI
1.5
(NH4)2S04
0. 5 NBKI
H2S04
0.64 UV
(NH4)2S04
0.96 UV
(NH4)2S04
0.64 UV
0. 64 UV
0.96
b Exposure
duration and
protocol
Continuous for
up to 180 days
Continuous for
7 days
Continuous for
3 to 50 days
Continuous
for 3 days
Continuous for
7 to 14 days
8 hr/day,
361 days
Continuous for
90 days; inter-
Observed effect(s) Species Reference
Increase in protein and hydroxyproline content of Rat Last and Greenberg,
lungs. No change 2 mo postexposure. 1980
03 caused linear, concentration-related increases Rat Last et al., 1983
in collagen synthesis; (NH4)2S04 combined with
03 increased collagen synthesis rates by 180% at
1.2 and 1.5 ppm 03.
03 increased collagen synthesis at 3, 30, and 50
days; H2S04 combined with 03 increased collagen
synthesis rates by 220%.
No significant effect of 03 or (NH4)2S04 on Rat Last et al., 1984a
collagen synthesis; (NH4)2 S04 + 03 increased
collagen synthesis rates by 230%.
Interstitial edema and inflammation of proximal
alveolar ducts; (NH4)2 S04 increased the severity
of 03 effects at lesion sites without increasing
the number of lesions.
Increase in collagen content Monkey Last et al., 1984b
Equivalent increase in collagen in all but the Rat Last et al., 1984b
0.64 ppm continuous group which only had a (young
mittent units of
5 days (8 hr/
day) of 03, and
9 days of air,
repeated 7 times
with a total of
35 exposure
days over a 90-day
interval
marginal (p <0.1) increase.
adult)

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                                            TABLE 9-8.  EFFECTS OF OZONE ON LUNG PROTEIN SYNTHESIS  (continued)
Ozone
concentration
Mg/m3
1254
1882
1882
2352
1882
vo
0 1882
M
1254
1568
1568
1568
2352
2940
ppm
.64
.96
0.96
1.2
.96
.96
0.64
0.8
0.8
0.8
1.2
1.5
. Exposure
Measurement ' duration and
method protocol
8 hr day
7 days/wk,
6 wk
Continuous
for 3 wk
Continuous for
1 wk, then
Z wk of air
Intermittent
units of 3 days
(8 hr/day) of 03,
and 4 days of air,
repeated 6 times
7 wk, 8 hr/day,
7 days/wk
UV Continuous
for 7 days
NO Continuous
for 7 days
NBKI Continuous
for 3 days
UV Continuous
for 7 days
Observed effect(s)
Increased collagen content at 0.96 ppm 03.
At 6 wk post- expo sure, both 03 levels in-
creased collagen. Suggestion of progressive
effects.
Both groups had an equivalent increase in lung
collagen content.
No effect on collagen content.
Increase in collagen content.
Increased lung collagen and protein synthesis
rates; results of statistical analyses were not
reported.
Decreased protein synthesis on day 1; increased
synthesis day 2 and thereafter; peak response on
days 3 and 4.
Increased protein synthesis; recovery by 6 days
later; after re-exposure 6, 13, or 27 days later,
protein synthesis increased.
Net rate of collagen synthesis by lung minces
increased in concentration-dependent manner;
methyl prednisolone administered during 03
exposure prevented increase.
Species Reference
Rat
(wean-
ling)
Rat,
(young
adult)
Rat,
(wean-
ling)
Rat.
(young
adult)
Rat Myers et al . , 1984
Rat Mustafa et al. ,
1977
Rat Chow et al . , 1976b
Rat Hesterberg and Last,
1981
^asurement net hod:
 Calibration method:
MAST = Kl-coulometric (Mast meter); UV = UV photometry; NBKI = neutral buffered potassium iodide; NO = not described.
NBKI = neutral buffered potassium iodide.

-------
through day 7  of  exposure.   Incorporation of  radiolabeled  amino  acids into
collagen and noncollagenous protein rose to a plateau value at about 3 (colla-
genous) or 4 to 7 (noncollagenous) days after exposure.   Synthesis of collagen
was about  1.6  times  greater than that  of  noncollagenous proteins during the
first few  days  of exposure; no major  differences were apparent by 7 days of
exposure.   After  the  7-day exposure ended, about 10  days  were required for
recovery  to  initial  values of prolyl  hydroxylase.   However,  hydroxyproline
levels were still increased 28 days postexposure.   This suggests that although
collagen biosynthesis returns to normal, the product of that increased synthesis,
collagen,  remains stable for some time.
     The shape of the concentration-response curve was investigated by Last et
al.  (1979)  for biochemical  and  histological  responses of  rat lungs after
                                                                              3
exposure to ozone for 1, 2, or 3 weeks at levels ranging from 980 to 3920 pg/m
(0.5 to 2 ppm).   A general correlation was  found  between  fibrosis detected
histologically and the quantitative changes in collagen synthesis in minces of
Oo-exposed  rat  lungs.   The stimulation of collagen  biosynthesis  was essen-
tially the same, regardless of whether the rats had been exposed for 1, 2 or 3
weeks; it  was  linearly  related to the  0- concentration to which the  rats were
exposed.
     Protein deficiency  and food  restriction  do not  have a  major  influence  on
the effects of  0,,  on  lung  hydroxyproline,  lung elastin, or  apparent  rates for
lung collagen  synthesis and elastin accumulation (Myers et al.,  1984).   In
this study weanling or young adult rats were exposed continuously to 1254 ug/m
(0.64 ppm) 03  for  7  days.   It appears that 0~ caused an increase in apparent
lung collagen  and protein  synthetic rates and no major change in elastin
accumulation,   but  the  results  of statistical analyses were  not reported.
     Continuous exposure of mice  for 7 days  to 882  ug/m   (0.45 ppm)  of 03
caused an  increase in collagen synthesis after 5 or 7, but not 2 days of expo-
sure (Bhatnagar  et al.,  1983).  The  5-  and 7-day results showed  little if any
difference.  The effect on  synthesis of noncollagen protein was not significant.
Prolyl  hydroxylase activity was also  increased at  2, 3,  5,  and  7 days of
exposure,  with  the maximal increase at day  5.  The  day 7 results were only
                         \
slightly  different (no  statistical  analysis)  from the day  2 data.   Superoxide
dismutase  activity was  investigated, because  it has  been  observed  (in other
studies)  to prevent  a superoxide-induced  increase in  collagen synthesis and
prolyl hydroxylase.   Activity of  superoxide dismutase increased in a pattern
parallel  to that for collagen synthesis.
                                   9-102

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     Bhatnagar et al.  (1983)  also  studied rats exposed continuously  for  90
                 q
days to 1568 ug/m  (0.8 ppm) of 0~.  Prolyl hydroxylase activity continued to
increase through 7 days  of exposure.   By 20,  50,  and 90 days of exposure,  no
significant effects  were observed.
     Last and his colleagues  performed a series of  studies  to  evaluate the
effects of subchronic exposure to 03 on rats.   In  one experiment (Last et al.,
1984b), young adult  (60-65 days old) rats were exposed continuously for 90 days;
            3                        3
to 1254 ug/m  (0.64  ppm) or 1882 ug/m  (0.96 ppm)  0-; the higher level increased
lung collagen content,  while  the lower level  only caused a marginal  (p <0.1)
increase.   Rats were  exposed  to these same concentrations in an intermittent
regimen consisting of  5 days of exposure  (8 hr/day), 9 days of air, 5 days of
exposure, 9 days of  air, etc., for a total of 35 days of (L and 54 days of air
within the 90-day experiment.   Both concentrations of 0, caused an equivalent
increase in collagen  content.   The magnitudes of the effects after continuous
or intermittent exposure were not statistically different.
     Weanling rats (28 days old) were examined after a 6-wk exposure (8 hr/day,
7 days/wk) to 1254 ug/m3  (0.64  ppm) or 1882 ug/m3  (0.96 ppm) 0, (Last et al.,
                                                                            3
1984b).  Immediately  after exposure, only those animals exposed to 1882 ug/m
(0.96 ppm) 0~ exhibited  an increase in lung collagen content.   However, 6 wk
postexposure, animals  exposed  to both the high and  low concentrations  of 0,
had  increases  in collagen  content.    It  appears that  the  collagen content
increased during this postexposure period, but no statistical comparisons were
reported.
     Young adult rats exposed continuously for 3 weeks to 1882 ug/m  (0.96 ppm)
DO had  an  increase  in lung collagen  (Last  et al.,  1984b).   Rats exposed to
         3
2352 ug/m  (1.2 ppm)  0-  for 1 wk and  examined  2 wk  later  had an  increase in
                                                                 3
collagen equivalent to that of the 3-wk exposure group (1882 ug/m , 0.96 ppm).
     Weanling rats were also studied after intermittent exposure to 1882 ug/m
(0.96 ppm) 0~ (Last  et al., 1984b).   The regimen jwas  3  days of exposure  for
8 hr/day,  followed  by 4  days  of air; this unit was  repeated  6 times.   No
significant changes in collagen content occurred.
     Lung  collagen  of juvenile  cynomolgus  monkeys  (6-7 mo old at start  of
                                3
exposure),  exposed  to 1254 ug/m  (0.64 ppm)  0^ for  8 hr/day,  7 days/wk for
1 yr (361  days), was  studied by Last  et  al.  (1984b).   Collagen content was
increased.  Collagen  type ratios were determined, and there were no apparent
shifts  in  collagen  types; however,  the authors  report that given  the  surgical
variation, small  shifts in collagen  types would not  be likely  to  be detected.
                                   9-103

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                                  3
     Rats were exposed to 980 [jg/m  (0.5 ppm) continuously for up to 180 days
and examined  at  various  times during exposure  and  2 months  after exposure
ceased (Last  and  Greenberg,  1980).   The total  protein  content  of  the lungs
increased during  exposure, with the greatest  increase occurring after 88 days
of exposure.  By  53 days postexposure,  values had returned to control levels.
Hydroxyproline content of the lungs also increased following  3,  30,  50,  or 88,
but not  180,  days of  exposure.   No such effect was observed at the 53-day
postexposure  examination.  The  rates  of protein and hydroxyproline  synthesis
were also measured.  Protein synthesis was not affected significantly.   Although
the authors  mentioned that  hydroxyproline  synthesis rates  "appeared to be
greater," statistical  significance was not discussed and values  appeared to be
only slightly increased,  considering  the variability of the  data.   In  dis-
cussing  their data, the  authors referred to a concurrent morphological  study
(Moore and Schwartz, 1981) that showed an increase in lung volume,  mild thick-
ening of the  interalveolar septa and alveolar interstitium,  and  an increase in
collagen  (histochemistry)  in these areas.    Different  results  for  collagen
levels were  observed  after another  longerrterm  exposure  (6 hr/day, 5 days/wk,
12.4 wk)  to  392,  1568,  or 3920 |jg/m3 (0.2, 0.8, or  2.0  ppm)  of 03 (Costa  et
al,. , 1983).   At  the two  lower concentrations,  rats  exhibited an  equivalent
decrease  in  hydroxyproline.   At the highest  concentration,  an  increase was
observed.  Similar findings were made for elastin levels.
     Most reports,  such  as those described  above, are on the  effects of 03 on
collagen  synthesis.   Very  little is known about the  effects  of 03 on collagen
turnover  (i.e., the integration of  synthesis  and degradation).  Curran et  al.
                                                                    o
(1984) found  that in  vitro exposure to  high levels  of 0, (19600 \ig/m  , 10  ppm
                                                                    3
for 1-4  hr) caused degradation of collagen.   A  lower level,  490  (jg/m  (0.25 ppm)
did not  cause degradation, but the collagen became more  susceptible to proteoly-
tic degradation.
     Last (1983)  and  Last et al.  (1983) investigated the interaction between
03 and aerosols  of ammonium sulfate [(NH.)2SO,] and sulfuric acid (HLSO.) in
rats.   Rats  were  exposed continuously for 7 days to  four concentrations of 0,
                      33
ranging  from  980  ng/m to 2940 \iq/m  (0.5  to 1.5 ppm)  Q^.   According to the
authors, these levels were determined by the KI method and should be multiplied
by  0.8  to compare  to UV photometric methods (i.e., 0.4 to  1.2 ppm).   The
authors'  actual measured values are noted here.   The 03  exposure resulted  in  a
linear,  concentration-related  increase  in collagen  synthesis rate.  A  7-day
continuous exposure to 5 mg/m  (NH.)2SO. (0.8-1.0 (jm mass median aerodynamic
                                   9-104

-------
diameter, MMAD) had  no  effect.   However,  when mixtures of  0-  from 1568 to
         3                             3
2940 |jg/m  (0.8  to 1.2 ppm) and 5 mg/m   (NH4)2$04  were  used,  the collagen
synthesis rate increased to about 180% over the rates of 0- for the higher 03
levels (apparently 2352 and 2940 |jg/m3,  1.2 and 1.5  ppm).
     Mixtures of 0-  and  H^SO.  were also  reported (Last et al., 1983).  Rats
were exposed to  980  (jg/m   (0.5 ppm)  03  or this 03  level in combination with
1000 Mg/m3 H2$04 (0.38 pm, MMAD) continuously for 3 to 50 days.  As expected,
0- exposure  increased collagen  synthesis  rates at the three times of examina-
tion (3, 30,  and 50 days).   The mixture  of 0- and H^SO.  caused  greater effects.
Examination of the slope ratio of regression lines indicated that HUSO, in the
mixture  caused a 220 percent enhancement,  the authors state that ^SO. alone
had no effects.
     The statistical  procedures applied  in these collagen studies (Last et al.,,
1983) were questioned by Krupnick and Frank  (1984)  in a letter to the  editor.
The general  criticism was  that  too few statistical  tests were applied  to test
the hypothesis of  synergism and that too few pollutant data points were used
in the  design  to develop robust regression  lines.  The authors  (Last  et al.
1983) responded  that they  did apply most  of the  statistical tests and found
significant  differences  between regressions comparing  03 only  to  03 plus
aerosols,  but  the journal  would not accede to  publishing  these analyses.
     The  proximal  acinar regions of rats  from  the  above-mentioned collagen
                                        3
studies, exposed for 7 days to 2352 (jg/m  (1.2 ppm)  0, alone or in combination
              3
with 5000 |jg/m  (NH.KSO., were also evaluated.  Ammonium sulfate alone caused
no morphological or morphometric effects.   Ozone exposure resulted in a thicken-
ing of  the  interstitium and an influx of inflammatory cells.   The mixture of
0-  and  (NH.)pSO.  caused  the  same response plus  an apparent  deposition of
fibrous  material.  These  lesions were then examined morphometrically.   In  the
03 and  03 plus  (NH.^SO. groups, there were  no  changes in the volume  ratio of
the lesion per lung or the volume ratio of the extracellular connective tissue
per lesion.   In  examining volume density of different cell  types in the lung
lesions,  both  groups  had an increased percentage of  fibroblasts and  smooth
muscle.   When  the  number  of cells  of each type  present per  area  of  lesion  was
calculated,  there  was  a 340 percent increase in the number of fibroblasts in
the 0- plus  (NH.JpSO. group compared to the 0- group.  These findings  correlate
well with the biochemical effects.
     These studies were expanded by Last  et al. (1984a) to better evaluate the
influence of length of exposure.  All exposures were continuous to 03,  (NH.^SCL,
                                   9-105

-------
or a mixture of the two;  the ammonium sulfate  concentration was about 5000 ug/m
(0.5 urn MMAD),  the precise concentration depending  upon  the experiment.  After
                                      3
3 days of exposure to either 1254 ug/m  (0.64  ppm)  03  or (NH.^SO.,  no  significant
effects on  collagen  synthesis  of rats were observed;  the mixture of 0- and
(NH.KSO. more than  doubled the  collagen synthesis rate over controls.  The
pulmonary lesions  (i.e.,  aggregations  of interstitial  inflammatory  cells  in
terminal bronchioles)  of the  proximal  acinus in these rats were examined
histologically and morphometrically.   Ammonium sulfate alone  caused  no  effects.
In the  0- and 03  plus  (NH.^SO.  groups, there was no fibrosis,  but thickening
by edema  and inflammatory cell  infiltrate was  observed.  Morphometrically,
(NH.^SO. caused  no effects.  However,  0-  and 0-  plus  (NH.^SO.  increased
total  cell  numbers in lesions,  with  the  mixture producing  a significantly
greater  increase  over 0-  alone.   This increase was principally due to an
increase in the  numbers  of macrophages, monocytes,  and  fibroblasts.  The
increase in the  number  of fibroblasts is consistent with the biochemical
findings.
     Similar measurements were made on rats exposed continuously for 7  days  to
1882 ug/m   (0.96  ppm)  03>  5000 ug/m   (NH^SO^, or a mixture of the two (Last
et al., 1984a).   Control  data were not presented and all statistical  comparisons
reported were  in  reference to the 0- alone group.   Ammonium  sulfate exposure
resulted in fewer, numbers of cells than 0- alone.   For macrophage  and monocyte
numbers, 0-  and (NH.^SO.  were apparently additive.  For fibroblast and total
cell numbers, 0« and (NH.)pS04 were apparently synergistic.
     The frequency of occurrence of lesions was also examined in the 3-day  and
the 7-day studies described above (Last et al., 1984a).   There  was  no difference
in the  frequency  of lesion occurrence between 0~ and  0- plus (NH,)/,SO..  The
individual  lesions  were  larger in the 03 plus (NH.^SO. group;  the  (NH.KSO.
group  had almost  no  lesions.   Using  collagen  staining procedures,  the 03 plus
(NH.^SO. group had  a greater volume of collagen than  did lesions in the 03
alone  group.  The authors summarized these studies (Last et al.,  1983; Last
et al., 1984a)  by stating that (NH-)2SO. increases the  severity of 03 effects
at lesion sites without  increasing the number of  lesions; and  the  cellular
changes correlate with biochemical  and histological indications of  potential
later  fibrosis.   From all  these  studies  it is  apparent  that  synergism occurs.
However, it  further appears that the synergism is dependent  on  the concentration
of 03.  For  instance,  Last et al. (1983) demonstrated  that 5000 ug/m3
                                   9-106

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                                                               3             3
increased collagen synthesis rates in rats exposed to 2352 (jg/m  or 2940 ug/m
                                                            3
(1.2 or 1.5 ppm)  03,  but not in those exposed  to 1568 ug/m  (0.8 ppm) 03.
     Protein synthesis (incorporation of  radiolabeled leucine) was increased
                                                          3
in rats after  3  days  of continuous exposure  to  1568 ug/m  (0.8 ppm) of 0-
(Chow et  al.,  1976b).   Recovery  had occurred by 6  days  postexposure.   No
adaptation was observed, because  when animals were re-exposed to the same 0-
regimen 6, 13 or 27 days after the first exposure, protein synthesis increased
as it had earlier.  Mustafa  et al. (1977) investigated the time course of the
increased i_n vivo incorporation of radioactive amino acids.   Rats were exposed
                                    3
continuously for 7 days to 1568 pg/m  (0.8 ppm) of 0,.  No statistics were re-
ported.   One day of exposure caused a decrease in protein synthesis.  However,
by day 2, an increase  occurred, which peaked  on days  3 and 4 of exposure.  On
day 7, the  effect  had  not diminished.  The authors  attributed  this  finding to
synthesis of noncollagenous protein.   They also found no radioactive incorpora-
tion into blood  or alveolar macrophages.   Hence, the observed increases were
due to lung tissue  protein  synthesis, and not a concurrent  influx  of alveolar
macrophages or serum into the lungs.
     The production of mucous  glycoproteins  and their secretion by tracheal
explants have  been  reviewed by Last and  Kaizu  (1980).   Mucous glycoprotein
                                                                      3
synthesis and secretion were measured by the rate of  incorporation of  H-glucos-
amine into mucous glycoproteins and their subsequent  secretion into supernatant
fluid of  the  tracheal  explant culture medium.  This method has been found to
be a  reproducible  index  of  mucous  production, and these  authors maintain  that
this measurement ex vivo following  exposure  j_n vivo  is  representative of
injuries occurring  HI  vivo.   When rats were exposed to 1568 (jg/m  (0.8 ppm) of
DO for 8  hr/day  for 1 to 90 days,  Last et al.  (1977) found a depression of
glycoprotein synthesis  and  secretion into the tissue culture  medium  for  the
initial week that was  statistically significant only  on days 1 and 2 of exposure.
Rebound occurred subsequently,  with  increased glycoprotein secretion  for  at
least 12 weeks of continued exposure to 0, (only significant at 1 and 3 months
of exposure).  Rats were also  exposed intermittently for 3  days to 1176,  784,
and 392 (jg/m   (0.6, 0.4, 0.2 ppm) of O,.   Glycoprotein  secretion decreased
only  at  the higher concentration.   Tracheal explants from Bonnet monkeys
exposed to 0, 980,  or  1568 ug/m3 (0, 0.5 or 0.8 ppm)  03 for 7 days appeared to
have  increased rates  of secretion of mucus (Last and  Kaizu, 1980).  However,
few monkeys were used  and statistical analysis was  not reported.
                                   9-107

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                                             3
     A combination  exposure  to 0-  (980 pg/m ;  0.5 ppm) and  sulfuric  acid
                         3
(FLSO.) aerosol (1.1 mg/m ) caused   complex  effects on mucous secretions  in
rats  (Last  and Kaizu,  1980;  Last and Cross, 1978).   A  3-day exposure to
        3
980 pg/m  (0.5 ppm) of  0-  decreased mucous secretion rates,  but H?SO.  had no
effect.  In rats  exposed to  the combination of FLSO. aerosol and 03, mucous
secretion significantly increased.  After 14 days of continuous exposure,  the
rats receiving a  combined  exposure  to both H?SO.  aerosol  and 0- had elevated
values (132 percent) over the control group of animals.   Because mucous secretion
and synthesis  are intimately  involved in diminishing the  exposure of underlying
cells  to 0~ and removing adventitiously  inhaled particles, alterations in  the
mucous secretory rate may have significant biological importance.   Experiments
reported to date  do not clearly indicate what  human  health  effects may be
likely, nor their importance.
9.3.3.7  Lipid Metabolism and Content of the Lung.   If 03 initiates peroxi-
dation of unsaturated fatty acids in the lung,  then changes in the  fatty acid
composition of  the lung indicative  of this process  should  be  detectable.
Because the fatty  acid  content  of the  lung  depends  on the dietary  intake,
changes in fatty acid content due to 0., exposure are difficult to determine in
the absence of rigid dietary  control.  Studies on lipid metabolism and content
of the  lung are  summarized in Table 9-9.  Generally,  the unsaturated fatty
                                                  3
acid content  decreased  in rats  exposed  to 980 ug/m   (0.5 ppm) of 0,  for up to
6 weeks (Roehm et al., 1972).
     Peroxidation of polyunsaturated  fatty  acids  produces pentane and ethane
to be  exhaled in  the  breath  of animals  (Donovan  and Menzel,  1978;  Downey  et
al., 1978).   A  discussion  of the use of ethane and  pentane as  indicators  of
peroxidation  is presented  by  Gelmont et al.  (1981) and Filser et al. (1983).
Normal  animals  and humans exhale  both  pentane and ethane in the  breath.
Dumelin et al. (1978b) found  that exhalation of ethane decreased and exhalation
of pentane  increased  when  rats  were deficient  in vitamin  E  and exposed to
1960 (jg/m  (1 ppm)  of 0- for 60 min.   The provision of  11 (minimum vitamin
requirement)  or 40  IU (supplemented level) of vitamin E acetate per kg of diet
resulted in  a decrease  in  expired  ethane and  pentane after 0- exposure.
Dumelin  et  al.  (1978a)  also  measured breath ethane  and  pentane  in Bonnet
monkeys exposed to  0, 980,  or 1568 (jg/m  (0,  0.5, or 0.8 ppm) of 03 for 7, 28,
or 90  days.   They failed to detect  any additional  ethane or pentane in the
breath  of  these  monkeys and  attributed the lack  of such additional evolution
to be  due to  the high level of vitamin E provided in the food.
                                   9-108

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                                             TABLE 9-9.  EFFECTS Of OZONE EXPOSURE ON LIPID METABOLISM AND CONTENT OF THE LUNG
 I
M
O
Ozone
concentration
ug/m3
980
980
1568
1960
1960
ppm
0.5
0.5
0.8
1.0
1.0
Exposure
Measurement duration and
method protocol
I Continuous for
2, 4, or 6 wk
UV 8 hr/day for 7,
28, or 90 days
NBKI 60 min
NO 4 hr
Observed effect(s) Species
Increase in arachidonic and palmitic Rat
acids; decrease in oleic and lino-
leic acids.
No effect on ethane and pentane Monkey
production in animals fed diets
supplemented with high levels of
vitamin E.
With vitamin E-deficient diet, in- Rat
creased pentane production and de-
creased ethane production. With
vitamin E supplementation of 11 or
40 IU vitamin E/kg diet, decreased
ethane and pentane production.
Decreased incorporation of fatty Rabbit
acids into lecithin.
Reference
Roehm et al. , 1972
Oumelin et al. ,
1978a
Oumelin et al. ,
1978b
Kyei-Aboagye
et al . , 1973
                 Measurement method:  NBKI = neutral buffered potassium iodide; UV = UV photometry; I = iodometric; NO = not described.

-------
     Kyei-Aboagye et al.  (1973) found that the synthesis of lung surfactant in
rabbits, as  measured by  dipalmitoyl  lecithin synthesis,  was  inhibited by
exposure to  1960  (jg/m   (1 ppm) of 0,  for  4 hr.   Pulmonary lavage showed an
increase in radiolabeled lecithins.   The authors  proposed that 03 may decrease
lecithin formation while  simultaneously stimulating the  release of surfactant
lecithins.    This  may suggest the presence  of  a larger disarrangement of  lipid
metabolism following 0~  exposure.   However, although changes  in  lipid com-
position of  lavage  fluid  occur,  the changes apparently do not alter the sur-
face tension  lowering  properties  of the fluid, as  shown by Gardner et  al.
                                                                          3
(1971) and Huber  et  al.  (1971) when using high  levels  of 0. (> 9800 (jg/m  ;
5 ppm).
9.3.3.8  Lung Permeability.   Table  9-10 summarizes  studies of the effects
on lung permeability of exposures to different concentrations of 0~.
     The lung possesses several  active-transport mechanisms  for  removal of
substances from the  airways to the capillary circulation.  These removal mech-
anisms have  been  demonstrated  to be  carrier-mediated and specific for  certain
ions.  Williams et al.  (1980)  studied  the  effect of 0.,  on active transport  of
                                                            3
phenol red in the lungs of rats exposed to 1176 to 4116 (jg/m  (0.6 to 2.1 ppm)
of Go  continuously for  24 hr.  Ozone inhibited the  carrier-mediated transport
of intratracheally  instilled  phenol  red from the lung to the circulation and
increased the nonspecific diffusion of phenol red from the  lung. These changes
in ion permeability  may also explain in part the effects  of 0., on the respira-
tory response of  animals  to bronchoconstrictors (Lee et al.,  1977; Abraham  et
al., 1980).
     As another  index  of  increased   lung permeability following 03 exposure,
the  appearance  of albumin and immunoglobins  in  airway  secretions has  been
examined.   Reasor et al.  (1979)  found that dogs breathing  1960 to 2940 (jg/m
(1.0 to 1.5  ppm)  of 0, had increased  albumin and immunoglobin G content of
their airway  secretions. Alpert et al.  (1971a), using rats  exposed for 6 hr to
                 3
490  to  4900  (jg/m  (0.25 to 2.5 ppm) 0Q, also found increased albumin in lung
                                     3
lavage in animals exposed to 980 (jg/m  (0.5 ppm) or more.
     In a  series  of  experiments, Hu  et al.  (1982) exposed guinea pigs  to 196,
510, 1000, or 1960  (jg/m3  (0.1, 0.26,  0.51,  or  1.0  ppm)  of 03 for 72 hr and
found  increased lavage fluid protein content  sampled immediately after exposure
                             3
to concentrations >_  510 (jg/m  (0.26 ppm)  as  compared with controls.   Ozone-
exposed guinea pigs  had no accumulation of proteins when  the exposure time  was
                                   9-110

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                                                 TABLE 9-10.   EFFECTS  OF OZONE  ON LUNG PERMEABILITY
Ozone .
concentration Measurement '
ug/mj
196
510
1000
1960
353
510
980
1000
490
980
1960
4900
1176
2156
3136
4116
1960-
2940
pptn method
0.1 CHEM,
0.26 UV
0.51
1.0
0.18
0.26
0.5
0.51
0.25 MAST,
0.5 NBKI
1.0
2.5
0.6 NBKI
1.1
1.6
2.1
1.0- MAST
1.5
Exposure
duration and
protocol Observed effect(s) Species Reference
3 hr or 72 hr Increased levels of lavage fluid protein Guinea Hu et al., 1982
> 0.26 ppm immediately after 72-hr exposure pig
or 15 hr after a 3-hr exposure. Vitamin C
deficiency did not influence sensitivity.
3 hr; 8 hr/day No effect on protein levels.
for 5 or 10 days
3, 24, or 72 hr Lavage was 15 hr postexposure. At 0.26 ppm in-
creased protein only after 24 hr exposure; at
0.5 ppm, increased protein after 24 hr
of exposure.
3 hr Increase in protein levels at 10- and 15-(but not
0, 5, or 24) hr postexposure.
6 hr Increased alveolar protein accumulation at 0.5 ppm Rat Alpert et al.,
and above. 1971a
24 hr Concentration-dependent loss of carrier-mediated Rat Williams et al.,
transport for phenol red. 1980
2 hr Increased albumin and inununoglobin G in airway Dog Reasor et al.,
secretions. 1979
Measurement method:
MAST = Kl-coulometric (Mast meter); CHEM = gas phase chemiluminescence; UV = UV photometry;  NBKI  = neutral  buffered
potassium iodide.
Calibration method:  NBKI = neutral  buffered potassium iodide;  UV = UV photometry.

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reduced from 72 to 3 hr,  unless the time of lavage was delayed for 10 to 15 hr
following exposure.  The protein content of the lavage fluid determined 10 to
15 hr following a  3-hr exposure increased in a concentration-related manner
                     3                                     3
from 500 to 1470 (jg/m  (0.256 to 0.75 ppm).  Again 196 (jg/m • (0.1 ppm) had no
                                                                             3
effects.   The lavage fluid protein content of guinea pigs exposed to 353 (jg/m
(0.18 ppm) of  0-  for 8 hr per  day for  5 or 10 consecutive days was  not dif-
ferent from air controls.   No effect of vitamin C  deficiency  could be found on
the accumulation of  the lavage  fluid protein in guinea pigs exposed  to 196 to
1470 (jg/m3 (0.10  to  0.75  ppm) 03  for  3 hr (Hu et al.,  1982).   In contrast,
vitamin C-deficient guinea pigs have increased sensitivity to N(L (Belgrade et
al., 1981).  Polyacrylamide  gel electrophoresis of  lavage fluid proteins from
                                            3
animals exposed for  3 hr to  196 to 1470 pg/m   (0.1 to 0.75 ppm) 0-  showed  the
appearance of extra protein bands which co-migrated with serum proteins and of
increased intensity  of bands that also occur  in  air-exposed controls.  This
led the authors to conclude  that the main  source  of  the  increased protein  was
serum.
     Prostaglandins  are intermediates  in  tissue edema resulting  from  a wide
variety of mechanisms  of  injury.   Increased lung permeability and edema pro-
duced by 0, might  also be  mediated by  prostaglandins.  Non-steroidal anti-in-
flammatory drugs  (aspirin  and  indomethacin) at  appropriate doses  inhibit lung
                                        3
edema in rats from exposure to 7890 pg/m  (4 ppm)  of 0- for 4 hr (Giri et al.,
1975).   Prostaglandins F~   and E~ were markedly increased in plasma and lung
lavage of  rats  exposed  to 7840 (jg/m   (4  ppm)  for up to 8 hr  (Giri  et al.,
1980).   Ozonolysis of arachidonic  acid  i_n  vitro produces fatty acid peroxides
and other products having prostaglandin-like activity (Roycroft et al., 1977).
Fatty acid cycloperoxides are produced  directly by ozone-catalyzed peroxidation
                                                                3
(Pryor, 1976;  Pryor  et  al. , 1976).  Acute  exposure  to 5880 ug/m  (3 ppm)  03
inhibits uncompetitively rat lung prostagTandin cyclooxygenase (Menzel et al. ,
1976).
     Earlier  reports that  prostaglandin  synthesis  inhibitors exacerbated
03-produced edema  (Dixon  and Mountain, 1965; Matzen, 1957a,b), as did methyl
prednisolone (Alpert et al., 1971a), tend to confuse the interpretation of the
role of prostaglandin in 0~-produced injury.  Prostaglandin synthesis inhibitors
clearly inhibit the  degradation of prostaglandins and alter the balance between
alternative pathways of fatty acid peroxide metabolism.  Thus, while prostanoids
are  highly  likely to be involved  in 0_-produced  edema,  their exact role  is
still unexplained.
                                   9-112

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9.3.3.9   Proposed Molecular Mechanisms of Effects.   Experts  generally agree
that  the  toxicity  of 0~ depends on  its  oxidative properties.   The precise
mechanism of O-'s toxicity  at the subcellular level is unclear, but several
theories have been advanced.   These theories include the following:

     1.   Oxidation of  polyunsaturated  lipids  contained mainly in cell
          membranes;
     2.   Oxidation of  sulfhydryl, alcohol, aldehyde, or amine groups  in
          low molecular weight compounds or proteins;
     3.   Formation of  toxic  compounds  (ozonides and peroxides) through
          reaction with polyunsaturated lipids;
     4.   Formation  of  free  radicals,  either  directly or indirectly,
          through lipid peroxidation; and
     5.   Injury mediated by  some pharmacologic action, such  as  via a
          neurohormonal mechanism, or release of histamine.

     These mechanisms have been discussed in several reviews:   U.S.  Environmen-
tal Protection Agency  (1978); National  Air Pollution Control Administration
(1970); North Atlantic  Treaty Organization (1974); National  Research Council
(1977); Shakman (1974); Menzel (1970, 1976); Nasr (1967);  Cross et al.  (1976);
Pryor  et  al.  (1983);  and Mudd and Freeman  (1977).   From  these reviews and
recent research detailed here or  in  previous biochemistry sections, two hypo-
theses are favored and may in fact be related.
9.3.3.9.1  Oxidation of polyunsaturated lipids.   The first hypothesis  is  that
03  initiates peroxidation of  polyunsaturated fatty  acids (PUFA) to peroxides,
which  produces toxicity through  changes in the properties of cell membranes.
Ozone  addition to ethylene groups of PUFA can take place in membranes yet give
rise  to water-soluble  products that  can  find their  way  to the  cytosol.  Alde-
hydes, peroxides, and  hydroxyl  radicals formed by peroxidation all  can react
with  proteins.  In  addition  to the  direct  oxidation of amino acids by 0-,
secondary  reaction  products  from  Oo-initiated PUFA peroxidation  can  also
oxidize amino acids or react with proteins to alter the function of the proteins.
Since  large numbers of proteins are  embedded with lipids in membranes and rely
on  the associated  lipids to maintain the tertiary  structure of the protein,
alterations  in  the lipid surrounding the  protein can  result  in  structural
                                   9-113

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changes of the membrane-embedded protein.  At present, methods are not avail-
able to differentiate  effects  on  membrane proteins from effects on membrane
lipids.
     Some of  the strongest evidence  that the  toxic reaction of 0,  can  be
associated with  the  PUFA of membranes is  the  protective  effect of dietary
vitamin E on  03  toxicity (Roehm et al.,  1971a, 1972; Chow and Tappel, 1972;
Fletcher and  Tappel, 1973; Donovan et al., 1977; Sato et al., 1976a;  Chow  and
Kaneko, 1979; Plopper  et al.,  1979; Chow  et al., 1981; Chow, 1983; Mustafa et
al., 1983; Mustafa, 1975).   Generally, vitamin E reduced the 0.,-induced increase
in enzyme activities of  the  glutathione peroxidase system (Section 9.3.3.2)
and those involved in  oxygen consumption  (Section 9.3.3.3).  More details  are
provided  in  Table  9-5.  Morphological effects  due  to  03  exposure are also
lessened by  dietary  vitamin  E  (Section 9.3.1.4.1.1).   Although  this  is  not
the strongest evidence,  vitamin  E supplementation also prevented 0.,-induced
changes in red blood cells (Chow and Kaneko,  1979).
     These data  consistently show that vitamin  E has a profound  effect on  the
toxicity of 0, in animals.   They also support indirectly lipid peroxidation as
a toxic lesion in animals.   However, although the influence of dietary vitamin
E is  clear,  its  relation to vitamin  E  levels  in the lung, where presumably
most  lipid peroxidation  would  occur,  is  poorly  understood.  Rats of  various
ages  (5,  10  and  90 days  old and 2 yrs old) were fed normal diets; and 90-day-
old rats  were fed  diets  containing 0, 200, and 3000 mg of vitamin E/kg  diet
(Stephens et al., 1983).   (Most of the biochemical studies of vitamin E protec-
tive  effects  were  conducted  with diets having  far less than 200 mg/kg diet.)
Rats  were  exposed to  1764 ug/m   (0.9 ppm) 0,  continuously  for  72  hr,  and
periodic morphological observations were  made.   Those  animals on normal  diets
had equivalent levels  of vitamin E in the lung, but responses of the different
age groups differed.    Animals  of a given  age (90 days) maintained on the three
vitamin E diets  had  different  levels  of  vitamin E  in the  lungs  (5.3  to 325 ug
of  vitamin  E/g  of tissue), but  morphological  responses were very similar.
Stephens  et  al.  concluded  that 0.,-induced responses in the lung are  indepen-
dent  of the vitamin E  content  of the  lung.  Independent interpretation of  this
study  is  not possible, since very minimal descriptions  of  responses  were pro-
vided  and the number  of animals  was  not given.  Also, others (Chow  et al.,
1981;  Plopper et al., 1979) found  that  for a  given  age  of rat, different
dietary  levels  of  vitamin E (and perhaps different lung levels as shown  by
Stephens  et  al., 1983) influenced the morphological responses of rats to  03.
                                   9-114

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9.3.3.9.2  Oxidation of sulfhydryl or amine groups.  The second hypothesis is
that ozone exerts its toxicity by the oxidation of low-molecular-weight compounds
containing thiol, amine, aldehyde, and alcohol  functional  groups and by oxida-
tion of  proteins.  Mudd and Freeman  (1977) present a summary of the arguments
for oxidation of  thiols,  amines,  and proteins  as the primary mechanism of 03
toxicity based upon  iji vitro  exposure data.  Amino acids are readily oxidized
by CL  (Mudd et al.,  1969; Mudd and Freeman, 1977;  Previero  et al. , 1964).  In
the following descending order of rate,  0., oxidizes the amino acids cysteine >
methionine > tryptophan > tyrosine >  histidine > cystine >  phenylalanine. The
remaining common  amino  acids  are not oxidized by  0~.   Thiols  are the most
readily  oxidized  functional  groups of proteins  and  peptides  (Mudd et al.,
1969; Menzel, 1971).   Tryptophan  in  proteins is also oxidized i_n vitro by 0-
as  shown by studies  of avidin,  the  biotin-binding  protein.   Oxidation  of
tyrosine in egg  albumin by 0., occurs  i_n  vitro, converting the 03"oxidized egg
albumin  to a form immunologically distinct from  native  egg  albumin  (Scheel et
al., 1959).  Ozone inactivated human alpha-1-protease inhibitor in vitro (Johnson,
1980).  When treated  with  0~,  alpha-1-protease inhibitor lost its  ability to
inhibit trypsin,  chymotrypsin, and elastase.
     Meiners et  al.  (1977)  found that 0- reacted  iji vitro  with tryptophan,
5-hydroxytryptophan, 5-hydroxytryptamine, and  5-hydroxyindolacetic  acid.  One
mole of 03 was rapidly consumed by each mole of indole compound.  Oxidation of
tryptophan by 0,  also  generates  hydrogen peroxide.  Hydrogen peroxide is a
toxic  substance  in  itself and initiates peroxidation of  lipids (McCord  and
Fridovich, 1978).  Other active 0? species such as HO-  and 0^- are formed from
hydrogen peroxide (McCord and Fridovich, 1978).
     The  results  of the oxidation of functional  groups in  proteins can  be
generally observed by reduction of enzyme activities at high concentrations of
                            3
03  (viz., 1960 to 7840 ug/m , 1 to  4 ppm for  several  hours).   Many enzymes
examined (Tables  10-5  to  10-10)  in tissues have  decreased activities  (in  many
cases  not statistically significant) immediately following even  lower level
          3
(1960 ug/m , 1 ppm) 0- exposures.  The enzymes decreased include those cataly-
zing key steps  supplying  reduced cofactors to  other processes  in the cell,
such as  glucose-6-phosphate dehydrogenase (DeLucia et al., 1972) and succinate
dehydrogenase (Mountain,  1963).   Cytochrome  P-450 (Goldstein et  al.,  1975),
the  lecithin  synthetase system (Kyei-Aboagye et  al., 1973),  lysozyme  (Holzman
et  al.,  1968),  and the prostaglandin synthetase system (Menzel et al., 1976)
are  decreased by 0- exposure.  Respiratory control  of  mitochondria is lost,
                                   9-115

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and mitochondria! energy production is similarly decreased (Mustafa and Cross,
1974).
     Mudd and Freeman  (1977)  point out that proteins are the major component
of nearly all cell membranes,  forming 50 to 70 percent by weight.   The remainder
of the weight of the cell membranes  is  lipids  (phospholipids,  glycolipids,
glycerides,  and  cholesterol).   Polyunsaturated  fatty acids are components of
membrane phospholipids, glycolipids, and glycerides.   Mudd and Freeman contend,
however, that proteins  are  far more easily oxidized  by  0. than are lipids.
Indirect evidence in support of the idea that amines  in particular are oxidized
preferentially by 0^ is the protective effect of p-aminobenzoic acid (Goldstein
et  al.,  1972a).   Rats  injected with  p-aminobenzoic acid .were  partially
protected from  the  mortality  due to high  concentrations of 0~.   Presumably,
the added p-aminobenzoic acid is oxidized by 0., in place of proteins.   Goldstein
and Balchum (1974) later suggested that the protection of p-aminobenzoic acid,
allylisopropylacetamide, and  chlorpromazine was due  to the induction  of mixed
function oxidase  systems  rather  than  a  direct free radical scavenging effect.
However, they also  recognized that chlorpromazine can mask free radicals and
result  in  membrane  stabilization,  which could account  for  the protective
effects of these compounds preventing edema and inflammation.   Acetylcholines-
terase  found  on  red blood  cells is protected from  inhibition  by j_n  vitro
                        3
exposure to  78,400 pg/m  (40 ppm) 0~ through  p-aminobenzoic  acid treatment
(Goldstein et al.,  1972a).   Amines  are also efficient lipid antioxidants,
                                        »
so  the  results   of  these  experiments  could be interpreted in  favor of the
theory of peroxidation  of the cell membrane as a mechanism  of toxicity, as
well.
9.3.3.9.3  Formation of toxic  compounds  through reaction with polyunsaturated
lipids.  The effects of 0- could be  due to  the elaboration of products  of
peroxidation as  well as peroxidation of the membrane  itself.  Menzel  et  al.
(1973)  injected  10  pg  to 10 ug of fatty  acid ozonides from oleic,  linoleic,
linolenic, and  arachidonic  acids into animals and found  increased vascular
permeability measured  by  extravascularly located  Pontamine Blue dye bound to
serum proteins.   Extravascularization  of serum proteins could be blocked by
simultaneous antihistamine injection or by prior treatment with compound 48/80,
a substance that depletes histamine stores.  Cortesi  and Privett (1972) injected
methyl  linoleate ozonide  into rats or gave the compound orally;  in each case
acute pulmonary  edema resulted.  The pulmonary edema and changes  in fatty acid
                                   9-116

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composition of the serum and lung lipids were similar to those occurring after
03 exposure (Roehm et al., 1971a,b, 1972; Menzel et al., 1976).
     Peroxidation of lung lipids could lead to cytotoxic products.   Phosphatid-
yl choline  liposomes  (spheres  formed by emulsifying phosphatidyl choline in
water) were  lysed  on  exposure  to 0, (Teige et al., 1974).   Liposomes exposed
to DO were  more  active  than 0,  alone  in  lysing  red blood cells.  The products
of ozonolysis of phosphatidyl  choline could be stable,  yet toxic, intermediates.
9.3.3.9.4    Formation of  free  radicals  and  injury mediated by pharmacologic
action.   The  other  theories may be  linked to  the consequences of peroxidation
of PUFA.  Ozonation of  PUFA results  in  the  formation of peroxides (e.g., ROOM
or ROOR) rather than oxidation of alkenes to higher oxidation states (e.g.,  ROH,
RCHO or RC02H).  Peroxides (ROOM or ROOR) are chemically reactive and may be the
ultimate toxicants, not simply products of oxidation.   During the process of
peroxidation  or  direct  addition of  0~ to PUFA,  free radicals may be  generated
(Pryor et al.,  1983),  and these free radicals may be the ultimate toxicants.
     Because  the metabolism of  PUFA peroxides in the  lungs  is intimately
linked with the metabolism of  thiol  compounds  (such as glutathione, GSH),
direct oxidation of thiols by 0^ (hypothesis B) may link the two major hypothe-
ses A and  B with hypothesis C, formation of toxic products.   Ozone depletion
of GSH could  render the peroxide detoxification mechanism ineffective.   However,
                                o
at levels of 03 below  1960 pg/m  (1 ppm),   increases in glutathione have been
observed  (Plopper  et al.,.  1979; Fukase et al., 1975;  Moore  et al., 1980;
Mustafa et al., 1982).  The rat lung is sensitive to the increase of glutathione
peroxidase,  glutathione  reductase,  and glucose-6-phosphate  dehydrogenase
                                        o
activities  at levels  as low as  196  }jg/m (0.1 ppm) 0., continuously  for  7 days
(Plopper  et al. , 1979;  Chow et  al.,  1981;  Mustafa,  1975;  Mustafa and  Lee,
                                                                              3
1976) in vitamin E-deficient rats.  With vitamin E-supplemented rats, 392 }jg/m
                                                                      o
(0.2 ppm) caused similar effects.  After acute exposures to >1960 pg/rn  (1 ppm)
03, decreases are  observed  in  these enzyme  activities and glutathione  levels.
Other species (mice and monkeys) exhibit similar effects at different concentra-
tions (Table 9-5). These  changes at the lower  levels  of  0, appear to be
coincidental  with  the  initiation of repair and  proliferative phases of lung
injury (Cross et al., 1976; Dungworth et al.,  1975a,b;  Mustafa  and  Lee, 1976;
Mustafa et al.,  1977, 1980; Mustafa and Tierney, 1978).   The parallel increase
in the number of type 2 cells having higher levels of metabolic activity would
be expected  to  cause an overall  increase  in  the metabolic activity of the
                                   9-117

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lung.  This was  substantiated  by Mustafa (1975) and DeLucia et al.  (1975a),
who  found  that the  02  consumption per mitochondrion was  not  increased in
Go-exposed lungs  but that  the  number of mitochondria was increased.  Chow  and
Tappel  (1972)  proposed  that alterations of  enzymatic  activity were due to
stimulation of glutathione peroxidase  pathway.   Chow and  Tappel  (1973) also
proposed that the changes  in the pentose shunt and glycolytic enzymes in lungs
of the  0--exposed rats  were due to the demands of the glutathione peroxidase
system for reducing equivalents in the form of NADPH.   Cross et al. (1976) and
DeLucia (1975a,b)  reported that Q~ exposure oxidized glutathione  and formed
mixed disulfides between proteins and non-protein sulfhydryl compounds.
     The general   importance of glutathione in preventing lipid peroxidation in
the absence of 0, has been shown by Younes and Siegers (1980) in rat and mouse
liver where depletion of glutathione by treatment with vinylidene  chloride or
diethylmaleate  led to  increased  spontaneous peroxidation.  These authors
suggest that glutathione prevents  spontaneous peroxidation by suppression of
radicals formed by the enzyme cytochrome P-450 or already produced hydroperox-
ides.
     Chow  and  Tappel (1973)  suggest that peroxides  formed  via  lipid  peroxida-
tion increase glutathione  peroxidase activity and, in turn, increase levels of
the  enzymes necessary  to  supply reducing equivalents  (NADPH)  to  glutathione
reductase.  Vitamin  E suppresses spontaneous formation of  lipid peroxides and,
therefore  decreased  the glutathione peroxidase activity in mouse red cells
(Donovan and Menzel, 1975; Menzel  et al., 1978).  The  supplementation of  rats
with vitamin E could,  therefore, decrease the  utilization of  glutathione  by
spontaneous reaction or by ozone-initiated peroxidation.  The two mechanisms
could then interact  in  a  concerted fashion  to  decrease  ozone cytotoxicity.
Eliminating vitamin  E from the diet increases the chances  of increases of this
system.
     In support of hypothesis E, Wong and Hochstein (1981)  found that thyroxin
enhanced the osmotic fragility of human erythrocytes exposed to 0^ jj} vitro.
They found also that 125I  from radiolabeled thyroxin was incorporated into the
major membrane glycoprotein, glycophorin, of red cells.  When these events had
occurred,  the  cation permeability  of the  human  red  cells was enhanced without
measurable inhibition of ATPase or membrane lipid peroxidation.  They suggested
that  thyroid hormones  play an important role  in  03 toxicity.   Fairchild  and
Graham  (1963)  found  that thyroidectomy, thiourea, and antithyroid  drugs protec-
ted  animals  from lethal exposures to (K and nitrogen dioxide.  Fairchild  and
                                   9-118

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Graham ascribed  the mortality  following  0- to pulmonary  edema.   Wong and
Hochstein (1981) suggested that 0- toxicity in the lung may be altered through
a  free  radical  mechanism  involving  iodine transfer from  thyroxin  to lung
membranes.   The hormonal  status of animals could alter a  variety of  defense
mechanisms and 0- sensitivity.
9.3.3.9.5  Summary.  The  actual  toxic mechanism of 0, may involve a  mixture
of all of these chemical  mechanisms because of  the interrelationships  between
the peroxide  detoxification  mechanisms  and glutathione (See Section 9.3.3.2)
and the  complexity  of the  products produced from ozonation of PUFA.   A single
chemical  reaction may not be adequate to  explain 0, toxicity.  The relative
importance of any one reaction, oxidation of proteins,  PUFA, or small  molecular
weight compounds, will  depend upon a number of factors  such as the presence of
enzymatic pathways  of decomposition  of  products formed (peroxides),  pathways
for regeneration of thiols, the presence of non-enzymatic means of terminating
free radical  reactions  (vitamins E and C), and differences in membrane composi-
tion of PUFA (relative  ease of attack of 0~),  for example.

9.3.4  Effects on Host  Defense Mechanisms
     The mammalian  respiratory  tract  has  a number of closely coordinated pul-
monary defense mechanisms  that, when  functioning normally,  provide protection
from the adverse effects  of  a wide variety of inhaled microbes and other par-
ticles.   A variety  of sensitive and reliable methods have  been used to assess
the effects of 0- on the  various  components of  this defense system to  provide
a better understanding  of the health effects of this pollutant.
     The  previous   Air Quality  Criteria Document for Ozone and Photochemical
Oxidants (U.S. Environmental  Protection  Agency, 1978)  provided a review and
evaluation of the  scientific literature published up to  1978  regarding  the
effects of 0, on host defenses.  Other reviews have recently been written that
provide  valuable references  to the complexity of the host defense system and
the effects of  environmental chemicals  such as 0- on its  integrity (Gardner,
1981; Ehrlich, 1980; Gardner and Ehrlich,  1983;  Goldstein, 1984).
     This section  describes  the existing  data  base  and,  where appropriate,
provides an interpretation of the data,  including an assessment of the different
microbial defense parameters used, their sensitivity in detecting abnormalities,
and the  importance  of  the abnormalities with regard to  the pathogenesis of
infectious disease  in  the  exposed host.   This section  also  discusses the
                                   9-119

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various components of host defenses, such as the mucociliary escalator and the
alveolar macrophages, which clear the lung of both viable and nonviable parti-
cles, and integrated mechanisms, which are studied by investigating the host's
response to experimentally  induced  pulmonary infections.   The immune system,
which defends the overall host against both infectious and neoplastic diseases,
is also discussed.
9.3.4.1  Mucociliary Clearance.  The  mucociliary transport system is  one of
the  lung's primary  defense  mechanisms against  inhaled particles.   It  protects
the conducting airways by trapping and quickly removing material that has been
deposited  on  the mucociliary  escalator.   The effectiveness of mucociliary
clearance  can  be  determined by measuring such  biological  activities  as the
rate of  transport of deposited particles; the  frequency  of  ciliary beating;
structural integrity of the ciliated cells; and the size, number,  and distribu-
tion of  mucus-secreting  cells.   Once  this  defense mechanism  has been  altered,
a  buildup  of  both nonviable and possibly viable inhaled substances can occur
on the  epithelium and  may jeopardize  the  health of  the  host,  depending on the
nature of  the  uncleared  substance.  As  an  example,  regardless of  the  severity
of the  influenza  infection, the virus concentrates  initially in the  lining of
the  airways.   The virus then spreads to alveolar cells of the lung parenchyma.
It is  suspected  that the macrophage might be the site of replication of this
virus (Yilyma et  al., 1979; Nayak et al., 1964; Raut et al., 1975).
     A  number  of  studies with  various  animal  species  have reported morpho-
logical  damage to the cells of the tracheobronchial tree from acute and sub-
                                     o
chronic  exposure  to 490  to 1960 ug/m   (0.20 to 1.0 ppm) of O,.    (See Section
9.3.1.)   The  cilia were  either completely absent or had  become  noticeably
shorter  or blunt.   By removing these animals to a clean-air environment, the
structurally  damaged cilia regenerated and  appeared  normal.   Based on such
morphological  observations, related  effects  such as ciliostasis, increased
mucus  secretions,  and a  slowing of mucociliary transport rates might be  ex-
pected.   However,  no measurable changes in ciliary  beating activity have  been
reported due  to 0,  exposure  alone.   Assay of  isolated tracheal  rings  from
                                                      3
hamsters immediately after  a 3-hr exposure to 196 ug/m  (0.1 ppm)  of  0- showed
no significant loss in ciliary beating  activity (Grose  et al.,  1980).   In the
same study,  when the animals were  subsequently exposed  for 2 hr to 1090 ug/m
HpSO.  (0.30  urn volume median  diameter),  a significant  reduction   in  ciliary
                                    9-120

-------
beating frequency occurred.   The magnitude of this effect was, however, signi-
ficantly less  than  that  observed due to  the effect of H?SO.  exposure  alone.
In either case,  the animals completely recovered within 72 hr when allowed  to
remain in a clean-air environment.  These authors found only a slight decrease
                                                             3
in beating frequency with a simultaneous exposure to 196 ug/m  (0.1 ppm) of 0,
            3
and 847 ug/m  H2$04 (Grose et al., 1982).  These data indicate that 03 appears
to partially protect against the effects of H-SO. on ciliary beating frequency.
Grose et al.  (1982) proposed that the ciliary cells may be partially protected
due to the  increase  in mucus tracheal secretion  of  glycoproteins (Last and
Cross, 1978) resulting from exposure to these chemicals.
     Studies cited  in the  previous' criteria document  (U.S.  Environmental
Protection Agency,  1978) gave  evide/ice  on the  effect of CL  on  the host's
ability to physically  remove  deposited particles (Table  9-11).   The  slowing
of mucus transport  in  both rat and rabbit trachea as a result of 0, exposure
was reported in the early literature (Tremer et al.,  1959; Kensler and Battista,
1966).  Goldstein,  E. , et  al.  (1971a,b,  1974) provided  evidence that the
primary effect of 0, on the defense mechanism of the mouse lung was to diminish
                   «5                        '
bactericidal activity  but not to  significantly  affect physical removal  of  the
deposited bacteria.   In  these studies, mice were  exposed to an  aerosol of
32
  P-labeled  Staphylococcus  aureus  either  after  a 17-hr  exposure to  G\ or
before a  4-hr  exposure.    Concentrations of 0-  were  1180,  1370, 1570, or
         3
1960 ug/m  (0.6,  0.7,  0.8,  or 1.0 ppm).   The physical clearance and bacteri-
cidal capabilities of  the  lung  were then  measured 4 to 5 hr  after bacterial
exposure.   Exposure 17 hr  before infection caused a significant reduction  in
bactericidal activity beginning at 1960 ug/m  (1.0 ppm) of 0~.  When mice were
                                  •                          O
exposed to 0-  for 4 hr after being  infected, there was a  significant  decrease
in bactericidal  activity  for  each 03 concentration, and  with increasing 0-
concentration,  there was  a progressive decrease in bactericidal activity.   The
investigators proposed that because mucociliary clearance was unaffected  by
subsequent 0-  exposure,  the bactericidal  effect was due to dysfunction of  the
alveolar macrophage.   Warshauer et  al.  (1974)  reported that  a deficiency  in
vitamin E would further reduce the lungs' bactericidal activity.
     Friberg et  al.  (1972)  studied  the effect of a 16-hr/day exposure to 980
    3
ug/m  (0.5 ppm)  of 0-  on the  lung clearance  rate  of radiolabeled  monodisperse
polystyrene  and  iron  particles  in the rabbit and  of  bacteria in the guinea
                                   9-121

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TABLE 9-11.  EFFECTS OF  OZONE ON HOST DEFENSE MECHANISMS:   DEPOSITION AND CLEARANCE
Ozone
concentration Measurement Exposure
ug/ro3 ppm method duration and protocol
196
784
784
f 785, 1568,
(-• 1960
to
KJ
1764
980
980
980, 1960
784-3979
0.1 CHEM
0.4 NBKI
0.4 ND
0.4, 0.8, UV
1.0
0.5 MAST
0.5 NBKI
0. 5 NBKI
0.5, 1.0 CHEM
0.57-2.03 M
3 hr
3 hr
4 hr
4 hr
1.4 hr
16 hr/day,
7 months
2 months
2 hr
17 hr before
bacteria
Observed effects
No effect on ciliary beating frequency.
Initially lowers deposition of inhaled bacteria,
but subsequently a higher number are present
due to reproduction.
Bactericidal activity inhibited. Silicosis
did not enhance 03 effect.
Delay in mucociliary clearance, acceleration
in alveolar clearance.
Increases nasal deposition and growth of
virus; no effect in the lungs.
No effect on clearance of polystyrene and
iron particles.
Reduced clearance of viable bacteria.
Reduced tracheal mucus velocity at 1.0 ppm.
No effect at 0.5 ppm.
Physical clearance not affected, but bactericidal
activity affected at 0.99 ppm. Decrease in
deposition of inhaled organisms at 0.57 ppm.
Species Reference
Hamster Grose et al . , 1980
Mouse Coffin and Gardner, 1972b
Mouse Goldstein et al., 1972b
Rat Kenoyer et al . , 1981
Mouse Fairchild, 1974, 1977
Rabbit Friberg et al . , 1972
Guinea pig Friberg et al., 1972
Sheep Abraham et al . , 1980
Mouse Goldstein et al., 19 7 la

-------
                                 TABLE 9-11.  EFFECTS Of OZONE ON HOST DEFENSE MECHANISMS:  DEPOSITION AND CLEARANCE  (continued)
to
LO
Ozone
concentration Measurement
Mg/ra3
1176
1372
1372
1568
1960
2352
Exposure
ppm method duration and protocol
0.62-4.25 M
0.7 M
0.7 G
0.8 UV
1.0 NBKI
1.2 UV
4 hr after
bacteria
7 days
3-4 hr
4 hr
3 hr
4 hr
Observed Effects
No effect on bacterial deposition and
clearance; reduced bactericidal activity
at each exposure level.
Deficiency of Vitamin E further reduced
bactericidal activity after 7 days.
Reduced bactericidal activity in lungs.
Slowed tracheobronchial clearance and
accelerated alveolar clearance. Effects
greater with higher humidity.
Bacteria clear lung and invade blood.
Delayed nucociliary clearance of particles.
Species Reference
Mouse Goldstein et
Rat Warshauer et
Mouse Bergers et al
Rat Phalen et al.
al., 1971b
al., 1974
. , 1982
, 1980
House Coffin and Gardner, 1972b
Rat Frager et al.
. 1979
     Measurement method:   NO =  not described; CHEM = gas phase chemiluminescence; UV = UV photometry; NBKI = neutral buffered potassium iodide;
      MAST =  KI-coulooetric (Mast meter); M = microcoulomb sensor; G = galvanic meter.

-------
pig.   The results  from  the guinea pig studies showed a reduced clearance of
viable bacteria.   The rabbit's lung clearance rate was not affected by 0~.   In
this latter study,  however,  a large number of the  test  animals died during
exposure from  a  respiratory  disease,  and the results must be  viewed with
caution.
     Recent studies have continued to examine the effects of 0-  on mucociliary
transport in the intact animal.   Phalen et al. (1980) attempted to quantitate
the removal rates  of deposited material  in the  upper  and lower respiratory
tract of the rat.   In this study, the clearance rates of  radiolabeled monodis-
perse polystyrene  latex spheres  were  followed after 0»  exposure.   A 4-hr
                     3
exposure to 1568 ug/m  (0.8 ppm) of 0- significantly slowed the  early (tracheo-
bronchial) clearance  and  accelerated the  late (alveolar) clearance  rates at
both low (30 to 40  percent)  and  high (> 80 percent)  relative humidity.  These
effects were even  greater  at higher humidity, which produced nearly additive
effects.  Combining 03  with various sulfates  [Fep^O.)^,  HpSO.,  (NH.^SO.]
gave clearance rates  very  similar to those for  0-  alone.   Accelerating the
long-term clearance  from  the alveoli may not  in  itself be  harmful;  however,
because this process may result from an influx of macrophages into the alveolar
region, the  accumulation of excess  numbers of macrophages  might present a
potential  health hazard  because  of their high content of proteolytic enzymes
and 0?  free radicals,  which have  the  capability for tissue destruction.
Essentially no data are available on the effects of prolonged exposure to 0-
on ciliary  functional activity or on mucociliary transport rates measured in
the intact animal.
     Frager et al.  (1979)  deposited insoluble, radioactive-labeled particles
via inhalation and  monitored the clearance rate  after a 4-hr exposure to 2352
    3
ug/m  (1.2  ppm) of 0-.   This exposure caused  a  substantial delay in rapid
(mucociliary) clearance  in the rat.  However, if the animals were exposed 3
days earlier to 1568 ug/m   (0.8 ppm) of Q~ for 4 hr, the pre-exposure elimi-
nated this effect, resulting in a clearance rate that was essentially the same
as for controls.   Thus,  the pre-exposure to a lower level 3 days before rechal-
lenging with a higher concentration of 0., appeared  to afford complete protec-
tion at 3  days.   After  a  13-day  interval  between the pre-exposure  and the
challenges, this adaptation or tolerance was lost.
                                   9-124

-------
     These results were  confirmed  when  Kenoyer et al. (1981) repeated these
studies, with three different concentrations of 0-, 784, 1568, and 1960 ug/m
(0.4, 0.8, and 1.0 ppm).   At each of the three  concentrations,  a delay was  ob-
served in early  (0  to 50 hr postdeposition of  particles)  clearance,  and  an
acceleration was seen in long-term (50 to 300  hr postdeposition) clearance,  as
compared to controls.   Concentration-response  curves  showed that clearance  was
affected more by the higher concentrations of  0^.
     The velocity of the tracheal mucus  of sheep was  not significantly altered
                                                                      3
from a baseline value of 14.1 mm/min after a 2-hr exposure  to 980 pg/m  (0.5 ppm)
of 03 (Abraham et al., 1980).   The authors state that 1960  pg/m3 (1 ppm) of 03
for 2 hr did significantly reduce,  both  immediately and 2 hr postexposure,  the
tracheal mucus velocity.
9.3.4.2   Alveolar Macrophages.   Within  the gaseous  exchange region of the
lung, the first line of defense against  microorganisms and  nonviable insoluble
particles is the resident population of  alveolar macrophages,  These cells  are
responsible for  a variety  of important  activities, including detoxification
and  removal  of  inhaled  particles,  maintenance  of pulmonary sterility, and
interaction with  lymphoid  cells  for immunological protection.    In addition,
macrophages act  as  scavengers by  removing  cellular  debris.  To adequately
fulfill their purpose,  these  defense cells must  maintain  active mobility, a
high degree of  phagocytic  activity, an  integrated membrane  structure, and a
well-developed  and  functioning enzyme  system.   Table 9-12  illustrates the
effects of CK on the alveolar macrophage (AM).
     Under normal conditions, the number of free AMs located in the alveoli is
relatively  constant  when measured  by lavage  (Brain  etal., 1977, 1978).
Initially, CL,  through  its  cytolytic  action that  is probably mediated  through
its action  on  the cell  membrane,  significantly  reduces  the total  number  of
these  defense  cells  immediately  after exposure (Coffin  and  Gardner,  1972b).
The  host  responds with  an immediate influx  of cells to  aid  the  lung in
combating this  assault.   Little  is known about the mechanisms of action that
stimulate  this  migration or about  the  fate of  these immigrant cells.  The
source  of these  new  cells  may  be either  (1) the  influx of  interstitial macro-
phages,  (2)  the proliferation of  interstitial  macrophagic  precursors with
subsequent migration of  the progeny into the air space, (3) migration of blood
monocytes,  or  (4)  division of free AMs.  The  rapid increase in the number of
macrophages  is  evidently a biphasic  response,  arising from an early  phase
                                   9-125

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TABLE 9-12.   EFFECTS OF OZONE ON HOST DEFENSE  MECHANISMS:   MACROPHAGE ALTERATIONS
Ozone
concentration
Mg/nr»
196
1960
392
490
980
M 98°
980
980
980
1313
980
1960
1058
ppm
0.1
1.0
0.2
0.25
0.50
0.5
0.5
0.5
0.5
0.67
0.5
1
0.54
Measurement9 ' Exposure
method duration and protocol
NBKI
MAST
NBKI
NBKI
NBKI
NBKI
CHEM
NBKI
NBKI
UV
2.5 hr or
30 min in vitro
8 hr/day for
7 days
3 hr
(In vivo and
Tn vitro)

8 hr/day for
7 days
3 hr
3 hr
3 hr
2 hr
(in vitro)
23 hr/day for
34 days
Observed effects'"
Lung protective factor partially inactivated,
increasing fragility of macrophages (concen-
tration-related).
Increased number of macrophages in lungs
(morphology).
Decreased activity of the lysosomal
enzymes lysozyme, acid phosphatase,
and p-glucuronidase.
Increased osmotic fragility.
Decreased enzyme activity and increased influx
of PMNs.
Decreased red blood cell rosette binding to
macrophages.
Decreased ability to ingest bacteria.
Decreased agglutination in the presence of
concanavalin A.
Increased number of macrophages (morphological).
Species
Rabbit
Monkey
Rat
Rabbit
Rabbit
Rabbit
Rabbit
Rabbit
Rat
Mouse
Reference
Gardner et al . , 1971
Castleman et al. , 1977
Dungwortn, 1976
Stephens et al . , 1976
Hurst et al . . 1970
Hurst and Coffin, 1971
Dwell et al.. 1970
Alpert et al., 197 Ib
Hadley et al., 1977
Coffin et al., 1968
Coffin and Gardner, 1972b
Goldstein et al. , 1977
Zitnik et al.. 1978

-------
                              TABLE 9-12.   EFFECTS OF  OZONE  ON  HOST  DEFENSE MECHANISMS:   MACROPHAGE ALTERATIONS  (continued)
Ozone .
concentration Measurement * Exposure










vo

I—1
N)
-J











Mg/raa
1568



1568

1568

1568
1960
9800


1960


3136
6860
4900


4900



ppm method
0.8 NO



0.8 NO

0.8 UV

0.8 MAST
1 CHEM
5


1 UV


1.6 to NBKI
3.5
2.5 M


2.5 M



duration and protocol Observed effects Species
11 days No effect on in vitro interferon production Mouse
with alveolar macrophages but did inhibit
the production of interferon by tracheal
epithelial cells.
90 days Eightfold increase in number of macrophages at Rat
7 days, reducing to fourfold after 90 days.
7 days Decreased number of migrating macrophages Monkey
and total distance migrated.
3, 7, 20 days Increased phagocytosis. Rat
3 hr Decreased ability to produce interferon Rabbit
in vitro.


4 hr . Decreased in vitro migrational ability, as Rat
evidenced by decreased number of macrophages able
to migrate.
2 hr to 3 hr Decreased superoxide anion radical production. Rat

5 hr Loss of p-glucuronidase and acid phosphatase in Rat
PAM with ingested bacteria; decreased rate of
bacterial ingestion.
5 hr Diminished rate of bacterial killing, increased Rat
numbers of intracel lular staphylococcal clumps;
lack of lysozyme in macrophages with staphylococcal
clumps.
Reference
Ibrahim et al. , 1976



Boorman et al . , 1977

Schwartz and Christman, 1979

Christman and Schwartz, 1982
Shingu et al. , 1980



McAllen et al., 1981


Amoruso et al. , 1981
Witz et al., 1983
Goldstein et al. , 1978b


Kimura and Goldstein, 1981



^asurement method:   NO = not described; CHEM = gas phase cherailuminescence; UV = UV photometry; NBKI  = neutral buffered potassium iodide;
 MAST = Kl-coulometrlc (Mast meter); M = mlcrocoulomb sensor.
 Calibration method:   NBKI = neutral buffered potassium iodide.
Abbreviations used:   PMN = polymorphonuclear leukocytes;  PAM =  pulmonary alveolar macrophage.

-------
apparently correlated to a local  cellular response and a later phase of inter-
stitial cell proliferation, which  is  responsible for the maintenance of the
high influx of macrophages (Brain et al., 1978).
     Morphological  studies have supported the observation that exposure to 0-
can result in a macrophage influx in several  animal  species.   Exposure of mice
             2
to 1058 ug/m  (0.54  ppm)  of 0., 23 hr/day for a maximum of 34 days resulted in
an increased number  of macrophages within the proximal alveolar ducts (Zitnik
et al., 1978).   These cells were highly vacuolated and contained many secondary
                                  i
phagocytic vacuoles filled with cellular debris.   The effect was most prominent
after  7 days of  exposure and became  less evident as  the exposure continued.
This observation correlated with the  finding in  rats  of an eightfold  increase
                                                                  3
in the  number  of pulmonary free cells after exposure to 1568 ug/m  (0.8 ppm)
of 0,  for  7 days,  but only a  fourfold increase  after exposure for 90 days
(Brummer et  al., 1977;  Boorman  et al., 1977).    In  similar  studies,  other
authors found  that exposure of both monkeys and  rats  to concentrations as  low
as 392 ug/m  (0.2 ppm) of 0., for 8 hr/day on 7 consecutive days resulted in an
accumulation of  macrophages  in  the lungs of these exposed animals (Castleman
et al., 1977;  Dungworth,  1976;  Stephens et al.,  1976).  The data from these
studies suggest  that these two species of animals are approximately equal in
susceptibility to the short-term effects of 0,.
     Thus, the total  available  data would indicate that,  after short periods
of 03  insult, there  is a significant reduction in the number of free macrophages
available  for  pulmonary  defense, and  that these  macrophages are more  fragile,
are  less phagocytic,  and have decreased enzymatic activity  (Dowell  et al.,
1970;  Coffin et  al.,  1968; Coffin and Gardner,  1972b;  Hurst  et al., 1970).
However, histological studies have reported that with longer exposure periods,
there  is an  influx and accumulation of macrophages within the airways.  Such a
marked accumulation  of macrophages within alveoli may appear to be a reasonable
response to  the  immediate insult,  but it has been speculated that the conse-
quences of this  mass recruitment may also be instrumental in the development
of future  pulmonary  disease  due to the release of proteolytic enzymes by the
AMs  (Brain,  1980; Menzel et al., 1983).
     A  number  of integrated  steps  are involved in phagocytosis  processes,  the
first  being  the  ability  of the macrophage to migrate  to the  foreign  substance
on stimulus.   McAllen et al.  (1981)  studied the effects  of 1960 ug/m3 (1.0
ppm) of 0, for 4 hr  on the migration  rate of AMs.  Migration was measured by
          O

                                   9-128

-------
determining the area  macrophages  could clear of gold-colloid particles that
had been previously precipitated onto  cover  slips.  In this study, it was not
clear whether the  gold  was actually ingested or merely adhered to the outer
surface of the  cell.   Nevertheless,  the cells from 0,-exposed rats appeared
less mobile,  in that they migrated  50 percent less  than  the  sham-exposed
group.
     A decrease in  the  ability of macrophages to phagocytize bacteria after
exposure to concentrations  as  low as 980 ug/m  (0.5 ppm) of 0, for 3 hr was
demonstrated by Coffin  et  al.  (1968) using  rabbits.  However, Christman and
Schwartz (1982) may have  demonstrated  that with longer exposure periods,  the
effects may be  different  (i.e.,  the phagocytic rate may increase).  In this
                                     o
study,  rats were exposed to 1568 pg/m  (0.8 ppm) of 0., for 3,  7 or 20 days;  at
those times the macrophages were  isolated, allowed to adhere  to  glass,  and
incubated with carbon-coated latex microspheres.   The percentages  of phagocytic
cells were determined at  0.25, 0.5,  1, 2, 4, 8 and 24 hr of incubation.  At
all exposure time periods tested,  the number of spheres engulfed had increased.
The greatest  increase in phagocytic activity was  observed after 3 days of
exposure.   The exposed cells engulfed a greater number of spheres  than controls,
and a  larger  percentage of macrophages from exposed animals was phagocytic.
This enhancement correlated well  with a significant increase in cell  spreading
of AMs  from exposed rats as  compared to controls.   If longer-term 03 exposure
enhances macrophage function and  causes a migration of macrophages into the
lung, the  comparisons of function of these new cells with controls may not be
valid,  because these new cells  are biochemically younger.   Another significant
problem with  this  study is  that the cells examined were a selected population
because only  the  cells  that adhered to the  glass surface were available for
study.   The cells that did not  adhere were removed by washing.   In this study,
only 51 percent  of the  collected cells adhered after 3 days of 0, exposure,
compared to 85  percent  of the  controls.  Although  the effects of 0, on cell
attachment have not been  studied  directly, there is evidence that 03 affects
AM membranes  involved  in  the attachment process (Hadley et al., 1977;  Dowell
et al., 1970;  Aranyi  et al.,  1976; Goldstein et al., 1977).  The cells most
affected by the  cytotoxic  action  of the 0-  exposure  might never have been
tested, because they were discarded.
     Goldstein et  al.  (1977) studied the effect of  a 2-hr exposure on the
ability of AM to  be agglutinated by concanavalin-A,  a  parameter reflecting
                                   9-129

-------
membrane organization.   A decrease in agglutination of rat AMs was found after
exposure to 980 or 1960 pg/iti  (0.5 or 1.0 ppm) of 0~.   A decrease in concanavalin-
A agglutinability of trypsinized  red blood cells obtained from  rats exposed
for 2 hr to 1960 ug/m  (1 ppm) was also noted.  Hadley et al.  (1977) investigated
AM membrane  receptors  from  rabbits exposed to 980 pg/m   (0.5 ppm)  of 0- for
                                                                        0
3 hr.  Following 03 exposure, lectin-treated AMs have increased rosette forma-
tion with rabbit red blood cells.   The authors hypothesized that the O^-induced
response indicates  alterations of  macrophage  membrane receptors  for the wheat
                                 . »
germ agglutinin that may lead to  changes  in  the recognitive  ability of the
cell.
     Ehrlich et al.  (1979)  studied the effects of 0- and N02 mixtures on the
activity of AMs isolated from the  lungs of mice exposed for 1, 2, and 3 months.
Only after  a 3-month exposure to the  mixture  of  196 pg/m   (0.1 ppm) of  0- and
0.5  ppm  of  NOp (3 hr/day, 5 days/week) did viability in macrophages decrease
significantly.   In vitro phagocytic activity was also not affected  by a 1-month
exposure to  this  level  of pollutants, but after 2- and 3-month exposures the
percentage of macrophages that had phagocytic activity decreased significantly.
     It  has  been  reported that the acellular fluid that lines the  lungs also
plays an important  role in defense of the lung  through  its interaction with
pulmonary macrophages (Gardner et  al., 1971; Gardner and Graham, 1977).   These
studies  demonstrated that the protective  components of  this  acellular  fluid
can  be   inactivated by  a  2.5-hr  exposure to 0-  levels  as  low as 196 pg/m
(0.1 ppm).   When  normal  AM's  are  placed  in  fluid  lavaged from 0.,-exposed
animals, they showed an increase in lysis  (10 percent over control).  A similar
effect was seen when normal AM's were placed  in protective fluid that had been
exposed  in  vitro  to 0~.  The data indicate that some of the effects of 0- on
         —**  ~~~~~~      J                                                  j
lung  cells  may be  mediated through this  lung  lining  fluid.   Schwartz and
Christman (1979)  provided evidence that normal  lung lining material enhanced
macrophage  migration,  but the macrophages obtained from rhesus monkeys after
exposure for 7 days to  1568  pg/m  (0.8 ppm)  of  0- demonstrated both a  decrease
in  the  number  of  cells  that migrated  (28 percent of  control value)  and  in the
total distance  they traveled (71  percent  of  control  value).   Adding normal
lining fluid to isolated 0_-exposed macrophages  did enhance the migration, but
it was still significantly  less than  controls.
     Macrophages  are  rich in lysosomal  enzymes.   Because these enzymes are
crucial  in  the functioning of the macrophage,  perturbation  of  the  metabolic
                                   9-130

-------
or enzymatic mechanisms of these cells may have important consequences on the
abilities of the  lung  to  defend itself against disease.   Enzymes  that have
been identified include acid phosphatase,  acid ribonuclease,  beta galactosidase,
beta glucuronidase, cytochrome oxidase, lipase, lysozyme, and protease.   Ozone
decreased significantly the activity levels of lysozyme, p-glucuronidase, and
acid phosphatase in macrophages after a 3-hr exposure of rabbits to concentra-
                        3
tions as low as 490 |jg/m  (0.25 ppm) of 0- (Hurst et al., 1970).  Such enzymatic
reductions were also observed in AMs exposed j_n vitro (Hurst and Coffin,  1971).
The ability of  0.  to alter macrophages1  enzyme activity was also  studied by
means of  unilateral  lung  exposure  of rabbits (Alpert et al. , 1971b).   A sig-
nificant  reduction  in  these  same three intracellular enzymes was found to be
specific  to the  lung that breathed 0, rather than a generalized systemic re-
                                                                        3
sponse.   These effects were concentration-related, beginning at 980 ug/m  (0.5
ppm) of  Oo.   The extracellular release of such enzymes may occur either as a
result of direct cytotoxic  damage  and leakage of  intracellular contents, or
they may be selectively released without any cell  injury.  Hurst and Coffin (1971)
showed that the  reduction in  intracellular  lysosomal  enzyme  activity  observed
after i_n vitro exposure coincides with the release of the enzyme into the sur-
rounding  medium.   In these  studies, the sum of the intra- plus extracellular
enzyme activity did  not equal the total activity, indicating that the pollutant
itself can  inactivate  the hydrolytic enzyme as well  as alter  the cell mem-
brane.    Recently,  Witz et al. (1983) and Amoruso et al. (1981) reported that
J_n vivo  0-  exposure affected  the production  of superoxide  anion radicals  (0?)
by  rat  AMs. This  oxygen  radical  is  important in antibacterial activity.
Exposure  to concentrations  above 3136 ug/m  (1.6 ppm) of 0» for 2 hr appears
to result in a progressive decrease in Oy production.  No statistical evaluation
of the  data was  performed.   The  type  of membrane  damage as well as the mecha-
nisms by which  this damage is incurred are  not  well understood.  It is not
known whether  the  Oo'induced inhibition  of 0? production arises  from the
direct  oxidative damage of  the membrane  enzyme involved in the metabolism of
Op  to  Op,  or whether  it  is a result  of  oxi dative degradation of membrane
lipids that may  serve  a cofactor function.
     Shingu et  al.  (1980)  reported the effects of  03 on the ability of two
cell types, macrophages and tonsillar lymphocytes,  to  produce interferon,  a
substance that  aids in defending the  host organism against  viral  infections.
                                               3
Macrophages from rabbits  exposed to 1960 ug/m  (1.0  ppm ) of 0- for  3 hr ex-
hibited  a depression  in  interferon production.   Interferon production by
                                    9-131

-------
                                                                  3
tonsillar lymphocytes was  not  significantly depressed by 9800 (jg/m   (5.0 ppm)
of 0.,.   The authors suggested that  an  impairment of interferon production
might play  an  important  role in the  ability of the host to combat respiratory
viral i>fartiops.   In neither  of  the studies were statistical analyses of  the
data  reported.   Ibrahim  et al. (1976) also exposed mice to 0, and illustrated
              3
that 1568 |jg/m  (0.8 ppm) of 0~ for a period of 11 days inhibited the MI vitro
ability of  tracheal  epithelial cells to produce  interferon, but  no effect  was
observed with alveolar macrophages.
9.3.4.3  Interaction with  Infectious Agents.  In general, the consequences of
any toxic response depend on the particular cell  or organ affected,  the severity
of the  damage,  and the  capability of the impaired cells or tissue to recover
from  the assault.  , Do  small decrements in the functioning  of these various
host  defense mechanisms  compromise the host so  that  it  is  unable to defend
itself against a wide variety of opportunistic pathogens?  It has been sugges-
ted  from epidemiological data  that exposure to ambient levels of oxidants  can
enhance the development of respiratory  infection  in humans (Dohan  et al.,
1962; Thompson  et  al.,  1970).   Measurement of the competency of the host's
antimicrobial mechanisms can  best be tested by  challenging  both the toxic-
exposed animals  and the clean-air exposed control animals  to  an aerosol  of
viable microorganisms.   If the test  substance, such as  03,  had any adverse
influence on the  efficiency of any  of the host's many protective mechanisms
(i.e.,  physical  clearance  via the mucociliary escalator,  biocidal  activity
mediated through macrophages,  and associated cellular and humoral immunological
events) that would normally function in defense against a microbe, the microbe,
in its attempt to survive,  would take advantage of these weaknesses.   A detailed
description of  the  infectivity model commonly used  for  0~  studies  has been
published elsewhere (Coffin and Gardner, 1972b; Ehrlich et al.,  1979; Gardner,
1982a).  Briefly,  animals  are  randomly selected  to be exposed to either  clean
air or 0-.   After the exposure ends,  the animals from both chambers are combined
and  exposed to an aerosol   of  viable microorganisms.   The vast  majority of
these studies  have  been conducted with Streptococcus sp.  At the termination
of this  15- to 20-min exposure, the animals are housed in clean air, and  the
rate  of mortality  in the  two  groups  is  determined  during a 15-day  holding
period.  In this system, the concentrations of 03 used do not cause any mortal-
ity.    The  mortality in  the control  group (clean air plus  exposure  to the
microorganism)  is  approximately  10  to  20 percent and reflects  the  natural
                                   9-132

-------
resistance of the  host  to  the infectious agent.   The difference in mortality
between the O^-exposure group and the controls is concentration-related (Gardner,
1982a).  No studies  have yet been conducted to determine the lowest possible
number of viable microbes that when deposited in the lung will  cause a pulmon-
ary infection in the host  exposed to 0~.  Miller et al.  (1978a) examined the
cumulative data  from nearly  3,000  control mice used  in  these infectivity
studies and determined  that  within the  range of 200 to 4,000  colony-forming
units per  lung,  there  is no correlation between number of bacteria deposited
in the lung and the resulting increase in percent mortality.   It must be noted
that in these studies,  the control animals are capable of maintaining pulmonary
sterility by inactivating the microbes that are deposited in the lung.
     If the test agent does not impair the host's defense mechanisms, there is
a rapid inactivation of inhaled microorganisms that have been deposited in the
respiratory system.  However,  if the chemical exposure alters the ability of
these defense cells  to  function, i.e., rate of bacterial killing, the number
of microbes in  the  lungs could  increase  (Coffin  and Gardner, 1972b;  Miller et
al., 1978; Gardner,  1982a).   This acceleration  in bacterial growth  has  been
attributed to  the  pollutant's alteration of  the  capability  of the  lung  to
destroy the inhaled  bacteria, thus permitting those with  pathogenic  potential
to multiply and produce respiratory pneumonia.  With this accelerating growth,
there is an invasion of the blood, and death  has been predicted from a positive
blood culture (Coffin and Gardner, 1972b).
     Coffin et al.  (1967) treated mice with 0- (0.08 ppm and higher  levels for
3 hr)  and  subsequently  exposed  them  to an aerosol  of  infectious  Streptococcus
sp.  In  this  study,  0., increased the  animals'  susceptibility  to infection,
resulting  in a significant increase in mortality rate in the 0-,-treated group.
Ehrlich et al.  (1977),  when  using the  same bacteria  but  a different  strain of
mice,  found a  similar  effect at  0.1 ppm for 3  hr.   When  using CD-I  mice and
Streptococcus sp. ,  Miller et al.  (1978)  studied the effects of a 3-hr exposure
to 03  at  196  ug/m   (0.1 ppm) in which the bacterial aerosol was administered
either  immediately  or  2, 4, or 6 hr after cessation of the 03 exposure.  For
these  postexposure  challenges,  only the  2-hr time  resulted  in a significant
increase  in mortality  (6.7  percent)  over controls.   However, when the animals
were  infected  with streptococci during  the  actual 0- exposure, a significant
increase in mortality of 21 percent was  observed.  When this latter  experimental
                                       3
regimen was used, exposure to 157 ug/m   (0.08 ppm) of 0-  resulted in  a signifi-
cant increase in mortality of 5.4 percent.
                                   9-133

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     The differences  in  results  among these studies may  have  been  due to a
variation in the  sensitivity  of  the method of 0- monitoring, a difference in
mouse strain, changes in the pathogenicity of the bacteria,  or differences  in
sample size.  The  results  from such studies that use this infectivity model
indicate the  model's sensitivity  for  detecting biological  effects  at low
pollutant concentrations and its  response to modifications in technique (i.e.,
using different mouse strains  or varying the time  of  bacterial  challenge).
The  model  is supported  by experimental evidence  showing that pollutants
(albeit at different concentrations) that cause an enhancement of mortality in
the  infectivity  system  also  cause  reductions  in essential  host  defense
systems, such as  pulmonary bactericidal capability, the  functioning of the
alveolar macrophage,  and  the  cytological  and  biochemical  integrity of the
alveolar macrophage.
     The pulmonary  defenses in the  0.,-treatment  group were significantly  less
effective in combating  the infectious agent to  the extent that, even  at  low
concentrations,  there were significant  increases in mortality over controls.
As  the  0-  concentration increased,  mortality  increased.   In some studies,
additive effects  were reported.    These effects, increases  in respiratory
infection,   are  supported  by  many  mechanistic  studies discussed  in this
section.  They indicate that 0^ does effectively cause a reduction in a number
of  essential host  defenses that  would normally play a major role in fighting
pulmonary infections.  Since  1978,  a number of new studies have continued to
confirm  these previous  findings  and  improve  the existing data base  (Table
9-13).
     When mice were exposed  4 hr to 392 to 1372 ng/m  (0.2 to 0.7 ppm) of 03
and  then challenged with virulent  Klebsiella pneumoniae,  a  significant in-
crease  in  mortality was noted at  785  ug/m  (0.4 ppm) 0-  (Bergers  et al.,
1983).   Groups of  30 mice  inhaled  approximately 30,  100,  and 300 bacteria/
                    o
mouse.   At  392  ug/m  (0.2  ppm)  of  03,  the 0- group showed  an  increase in
mortality,  but it was not significantly different from controls.   At 785 ug/m
(0.4 ppm) of Oo  a nearly threefold lowering of the bacterial  ID™ value compu-
ted  from the  three challenge  doses of  bacteria  was found  for the 03~exposed
group, indicating a significant increase in mortality.   In the same study, the
authors  also found that  1372  pg/m   (0.7 ppm)  of 0., for 3 hr resulted in  a
decreased ability  of  the lung to clear (bactericidal) inhaled staphylococci.
                                   9-134

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                              TABLE 9-13.   EFFECTS OF OZONE OH HOST DEFENSE MECHANISMS:  INTERACTIONS WITH INFECTIOUS AfiENTS
Oione
concentration Measurement*
Hi/a3
157
157-196
196
196
196, 588
*f 392-1372
M
U)
U1
588
1372-1784
1960
2940
980
1254
ppra method
0.08 NO
0.08, 0.1 CHEM
0.1 CHEM
0.1 UV
0.1, 0.3 CHEN
0.2-0.7 G
0.3 NO
0.7-0.9 ND
1.0 CHEH
1.5 ND
0,5 UV
0.64 CHEN
1 Exposure
duration and protocol
3 hr
3 hr
3 hr
5 hr/day,
5 days/wk for
103 days
3 hr
3-4 hr
3 hr/day for
2 days
3 hr
3 hr/day,
5 days/wk
for 8 weeks
4 hr/day,
5 days/wk
for 2 months
2-4 wks
4 wks
Observed effects
Increase in mortality to Streptococcus sp.
Significant increase in mortality during 02
exposure (Streptococcus sp.).
Increased mortality to Streptococcus sp_.
Increased susceptibility to bacterial Infection
(Streptococcus sp, ).
Exercise enhances mortality in
infectivity model system.
Significant increase in Mortality following
challenge with aerosol of Klebsiella pneunoniae.
Effect seen at 0.4 ppm.
Enhancement of severity of bacterial pneumonia
(Pasteurella naetnolytica).
Increased susceptibility to infection
(Streptococcus sp. ).
Increase in Mycobacterium tuberculosis lung liters.

No effect on resistance to Hycobacterium
tuberculosis.

Reduced widespread viral infection of the lung,
resulting in a decrease in disease severity.
No enhancement of the severity of chronic
pulmonary infection with Pseudomonas aeruginosa.
Species
Mouse
Mouse
House
House
Mouse
Mouse
Sheep
Mouse
Mouse
Mouse
Mouse
Rat
Reference
Coffin et al. ,
Miller et al.,
Ehrlich et al.,
Aranyi et al , ,
Illing et al. ,
Bergers et al . ,
Abraham et al . ,

1967
1978a
1977
1983
1980
1983
1982
Coffin and Bloomer, 1970
Thomas et al . ,
Thienes et al. ,
Hoi cot t et al. ,
Sherwood et al.
1981b
1965
1982
, 1984
^asureraent method:  ND = not described; CHEM = gas phase cherni luminescence; UV = UV photometry; G = galvanic meter.

-------
This finding  is consistent with that of Goldstein et al.  (1971b) and confirms
previous studies reported  by  Miller and Ehrlich (1958)  and  Ehrlich (1963).
     Sherwood et al.  (1984) established a  chronic pulmonary  infection  in  rats
by  inoculating agar beads  containing viable Pseudomonas aeruginosa (PAO-381)
                                                              3
and then exposed these infected animals for 4 wks to 1254 ug/m  (0.64 ppm) 03>
The exposure  to ozone  did not affect the pulmonary  antibacterial  defense
systems--!'.e.  , no  increase in  number of organisms cultured from the  lung--but
it  did  cause  significant anatomical  damages.  The lungs  of rats exposed to 0-
were  larger and  heavier when  compared with  controls,  and had an increased
number  of  macrophages  in  their terminal  bronchioles.   The authors state that
the reason why these results are  different than  those  described above  for the
"infectivity  model"  is  that  in these later  studies, the infective  organisms
are given  by  inhalation and  are  therefore  deposited throughout the  lung  and
the pollutant was able to interfere with the initial phase of the host-parasite
interaction.   In this  chronic  study, the infection  was  isolated to  the distal
area of the lung and it was in its later stage of development when the animals
received the  CU  exposure.   Thus,  the timing of  the exposure to Oo may be a
significant factor in the impairment of the  lung's antibacterial  defenses.
     Exposure to ambient  levels of  0~  (0.5 ppm)  for 2  to 4 wks has  been shown
to  alter the  pathogenesis  of respiratory infection  of  mice with influenza A  -
virus (Wolcott et  al.,  1982).   The 0.,-exposed animals  showed  a reduction in
severity of the  disease (less mortality)  and an increase in survival time.
The reduction of  disease  severity appears to be dependent on  the continuous
presence of the 0^ during  the  infectious process.   This  effect did  not corre-
late with  virus,  interferon,  or  neutralizing antibody  titers  recovered from
the  lung,  or with  neutralizing antibody  titers in the  sera.   The reduced
disease severity  in the O.-exposed animals appears to be due  to  significant
alterations in the  distribution of viral antigens within the pulmonary tissues,
i.e., less widespread infection of the lung.
     Chiappino and  Vigiani (1982) also reported  that 0,  potentiated pulmonary
infection  in  rats.   In this  study,  the  investigators  wanted to know in what
way 0-,  modified  the reactions  to  silica  in specific pathogen-free  (SPF) rats.
                                                 3
Silica-treated animals  were  exposed to 1960 ug/m   (1.0  ppm) 03 (8  hr/day, 5
days  a  week for  up to 1 year)  and housed  in either  an  SPF environment  or  in  a
conventional  animal  house, thus being  exposed to the bacterial flora normal1>
present there.   The SPF-maintained,  O.-exposed rats showed a complete  absence
                                   9-136

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of saprophytes and pathogens in the lungs, whereas the microbial flora of the
lungs of the conventionally kept rats,  also exposed,  consisted of staphylococcl
(2500 to 4000 per  gram of tissue) and  streptococci  (300  to 800 per gram of
tissue).   The lungs  of these  rats showed bronchitis, purulent bronchiolitis,
and foci  of pneumonia.   The exposure to 0, did not have any effect on particle
retention,  nor did it modify the lungs'  reaction to silica, but it did increase
the animals' susceptibility to respiratory infections.
     Changes in susceptibility  to  infection  resulting from 0, exposure have
also been tested in sheep.  In these studies, sheep were infected by an inocu-
lation of  Pasteurella  haemolytica  either 2 days  before being exposed to 588
    o
(jg/m  (0.3  ppm) of 0-  or  2 days after the  03  exposure.  In  both cases, the 03
exposure was for  3  hr/day for 2 days.   Ozone enhanced the severity of the
disease (volume of  consolidated lung  tissues), with the greatest effect seen
when the 0,  insult  followed the exposure  to  the  bacteria (Abraham et al.,
1982).   Unfortunately,  only a  small  number of  animals  were used in each 0,
treatment (n = 3).
     Thomas et al.  (1981b)  studied the effects of single  and multiple expo-
sures to  0, on the  susceptibility of  mice  to experimental tuberculosis.
                                3
Multiple exposures to  1960 (jg/m  (1.0 ppm) of 0,  3 hr/day,  5 days/week for up
to 8 weeks,  initiated  7  or 14 days  after the  infectious challenge with
Mycobacterium tuberculosis H37RV,  resulted in significantly increased bacterial
lung titers, as compared  with controls.  Exposure to lower concentrations of
0, did not produce  any significant effects.   In an earlier study, Thienes et
                                                3
al. (1965)  reported  that  exposure to 2940 (jg/m  (1.5  ppm)  of 0~ 4  hr/day, 5
days/week  for  2 months also  did  not  alter the  resistance of  mice to M^_
tuberculosis H37RV, but he did not measure lung titers.
     Table 9-14 summarizes a number of studies that used mixtures of pollutants
in their exposure  regimes.  Ehrlich et  al. (1979)  and  Ehrlich  (1983) expanded
the earlier  3-hr-exposure studies  to  determine the effects of longer periods
of exposure  to  0, and N09 mixtures.  In the earlier studies (Ehrlich et al.,
                                                                           3
1977), they  reported that exposures to mixtures  containing 196  to  980 ug/m
(0.1 to  0.5 ppm)  of 03 and 2920 to 9400 ug/m3  (1.5 to 5 ppm) of N02 produced
an additive  effect  expressed  as an increased susceptibility to streptococcal
pneumonia.    In  the  later  studies,  mice  were  exposed  3  hr/day,  5  days/week  for
                                        3                             3
up to 6  months  to mixtures of  196 ug/m  (0.1 ppm) of 03 and 940 ug/m  (0.5
ppm) of N02 and challenged with bacterial  aerosol.  The 1-  or 2-month exposure
                                   9-137

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TABLE 9-14.   EFFECTS OF OZONE ON HOST DEFENSE MECHANISMS:   MIXTURES
Ozone
concentration
pg/m3 ppm
98 0. 05
3760

98-196 0.05-0.1
100-400
1500
196 0.1
241-483
vo 1% O-1
I 900
I—1
00
196 0.1
1090

196 0.1
940
196 0.1
940

196 0.1
13200
1040






Pollutant
03 +
N02

03 +
N02 +
ZnS04
03 +
H2S04
03 +
H2S04


03 +
H2S04

03 +
N02
03 +
N02

03 +
S02 +
(NH4)2S04





Measurement3
method
CHEM


CHEM


CHEM

CHEM



CHEM


CHEM

CHEM


UV







Exposure
duration and protocol
3 hr


3 hr


3 hr

3 hr +
2 hr


3 hr +
2 hr

3 months

3 hr/day for
1-6 months

5 hr/day.
5 days/wk
for 103 days






Observed effects
Exposure to mixtures caused synergistic
effect after multiple exposures; additive
effect after single exposure.
Additive effect of pollutant mixtures
with infectivity model.

Increased susceptibility to Streptococcus
pyogenes.
Sequential exposure resulted in signifi-
cant increase in respiratory infection.
Neither alone produced a significant
effect.
Sequential exposure resulted in signifi-
cant reduction in ciliary beating
activity over H2S04 alone.
Significant decrease in viability of
alveolar macrophages seen with mixtures.
At 3 and 6 months, susceptibility to
pulmonary infection increased sig-
nificantly. Delayed clearance rate.
Highly significant increase, in
susceptibility to infection. Effects
attributed to 03. Increased bactericidal
rate over 03 alone. Mixture showed greater
growth inhibition in leukemia- target cells
and an increase in blastogenic response to
PHA, Con- A, and alloantigens.


Species Reference
Mouse Ehrlich et al.. 1977,
1979, 1980

Mouse Ehrlich, 1983


Mouse Grose et al . , 1982

Mouse Gardner et al . , 1977



Hamster Grose et al., 1980


Mouse Ehrlich et al., 1979

Mouse Ehrlich, 1980, 1983


Mouse Aranyi et al., 1983







-------
                                     TABLE 9-14.   EFFECTS OF  OZONE  ON HOST DEFENSE MECHANISMS:   MIXTURES  (continued)
vo
U)
vo
Ozone
concentration
ug/m3 ppm
216-784 0.11-0.4
3760-13720 2-7.3
980 0.5
11-3000
1570 0.8
3500
3500
3500
Pollutant
03 +
N02
03 +
H2S04
03 +
Fe2(S04)3 +
H2S04 +
(NH4)2S04
Measurement Exposure
method duration and protocol
A 17 hr before
bacteria or
4 hr after
bacterial
exposure
UV 3 and 14 days
UV 4 hr
Observed effects Species Reference
Physical removal of bacteria not Mouse Goldstein, E. , et al.,
affected. Bactericidal activity 1974
reduced at higher concentrations.
Significant increase in glycoprotein Rat Last and Cross, 1978
secretion; synergism reported;
effect reversible in clean air.
Exposure to mixtures produced same Rat Phalen et al. , 1980
effect as exposure to 03 alone.
Measurement method:   CHEM = gas phase chemiluminescence;  UV = UV  photometry;  A = amperometric.
 Abbreviations used:   PHA = phytohemagglutinin;  Con-A = concanavalin-A

-------
did not  induce any significant  changes  in susceptibility to streptococcal
infection.   After 3 and 6 months of exposure, the resistance to infection was
significantly reduced.  If the mice were re-exposed to the 0, and N0? mixture
after the infectious challenge, a significant increase in mortality rate could
be detected 1 month earlier.   The clearance rate of inhaled viable streptococci
from the lungs also became significantly slower after the 3-month exposure to
this oxidant mixture.
     In more  complex  exposure studies,  mice were exposed to  a  background
                         3
concentration of 188  ug/m  (0.1  ppm) of NO,  for 24 hr/day, 7 days/week with a
                                                                            3
superimposed 3-hr daily peak  (5  days/week) containing a mixture  of 196 ug/m
                            3
(0.1 ppm) of 03 and 940 ug/m  (0.5 ppm) of NOp.   Mortality rates  from strepto-
coccal infection were not  altered by 1- and 2-month exposures, but a marked,
although only  marginally  significant  (p  <0.1), increase was  seen  after a
6-month exposure.
     The same  laboratory  (Aranyi et al.,  1983) recently  reported a  study  in
which mice were exposed  5 hr daily, 5 days/week up to  103 days  to 0-, and a
                                                                    3
mixture of 0,, SO,, and (NH.^SO..   The concentrations were 196 ug/m  (0.1 ppm)
of 03, 13.2  mg/m   of  S02, and 1.04 mg/m3 of (NH4)2S04.   Both groups showed a
highly significant  overall  increase in mortality, compared  to control  mice
exposed to filtered air.   However, the two  exposure  groups  did  not differ,
indicating that (L  was the major  constituent of  the  mixture affecting  the
host's susceptibility to  infection.   These  investigators also  measured a
number of specific host defenses to determine if host response to the mixtures
was significantly different from that of the controls  or of the 0--only groups.
Neither  the  total  number, differential, nor the  ATP  levels of macrophages
differed from  controls in either group, but  the complex  mixture did  produce  a
significant increase  in bactericidal activity over the 0.,-alone and the control
animals.
     Previous studies (Gardner et al., 1977) indicated that a sequential expo-
                 3                                     3
sure  to  196  ug/m   (0.1 ppm) 0-  followed  by  1000 ug/m   HpSO.  significantly
increased  streptococcal pneumonia-induced  mortality rates in mice.   Ozone  and
HpSO,  had  an additive effect  when  exposed in this sequence.  However,  the
reverse  sequence did  not  affect incidence of mortality.  Sulfuric acid alone
caused no  significant effect.  Grose  et al.  (1982)  expanded  these  studies  and
                                                        3
showed that  a 3-hr exposure to  the  mixture  of  196  ug/m  (0.1  ppm)  of 0^ and
                                   9-140

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               3
483 or 241 |jg/m  H,,SO. also significantly increased the percent mortality, as
compared to control.
     The effects of  exercise  on the response to  low  levels  of 0, were also
                                                                      3
studied by using the infectivity model.   Mice were exposed to 196 ug/m  (0.1 ppm)
                  3
of 03 and 588 ng/m   (0.3 ppm) of 0, for 3 hr while exercising.  Each exposure
level yielded mortality rates that were significantly higher than those observed
in the 0,  group  that was not exercised (IIling et al.,  1980).  Such activity
could change pulmonary dosimetry,  thus  increasing the amount  of  0.. reaching
the  respiratory  system.   Thus,  such  studies clearly demonstrate that the
activity level of the  exposed subjects is an important concomitant variable
influencing  the  determination of the lowest effective concentration  of the
pollutant.
9.3.4.4  Immunology.   In addition  to  the above  nonspecific, nonselective
mechanisms of pulmonary  defense, the respiratory  system also  is provided with
specific, immunologic mechanisms, which can be activated  by  inhaled antigens.
There are  two  types of  immune  mechanisms:   antibody  (humoral)-mediated and
cell-mediated.   Both serve  to protect  the respiratory tract  against  inhaled
pathogens.    Much less  information  is  available on how 03 reacts with these
immunological defenses than  is  known  about the macrophage system (see  Table
9-15).   Most studies have  involved the systemic  immune  system which,  to  a
degree, is compartmentalized from the pulmonary immune system.
     The effects of 2900 ug/m3 (1.48 ppm) of  03  for 3 hr on  cell-mediated
immune  response  were studied by Thomas et al.  (1981b),  who  determined the
cutaneous  delayed  hypersensitivity reaction to purified  protein derivative
(PPD), expressed as  the  diameter of erythemas.   In the guinea pigs infected
with  inhaled Mycobacterium  tuberculosis,  the cutaneous sensitivity  to  PPD-was
significantly affected by 0^.  The diameters of the erythemas  from the 0.,-exposed
animals were significantly smaller during the 4 to 7 weeks after  the infectious
challenge, indicating  depressed cell-mediated  immune response.   Exposure  to
        3
980 ug/m  (0.5 ppm) of 03 had no effect.
     The systemic immune system was studied by Aranyi et al.  (1983), who  ob-
served the blastogenic  response of splenic lymphocytes to mitogens and allo-
antigens and pi ague-forming cells'  response  to sheep red blood cells after a
                            3
chronic exposure to  196 ug/m  (0.1 ppm) of 03 5 hr/day, 5 days/week for 90 days.
No alteration  in the response to alloantigens  or  the  B-cell  mitogen lipopoly-
saccharide (LPS) was noted, but a  statistically  significant suppression  in
                                   9-141

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                                              TABLE 9-15.   EFFECTS OF OZONE ON HOST  DEFENSE MECHANISMS:   IMMUNOLOGY
VO
N)
Ozone
concentration Measurement Exposure
ug/ra3 ppm method
196 0.1 UV
980, 2940 0.5, 1.5 ND
980, 1568 0.5, 0.8 Mast
980-2900 0.5-1.48 CHEM
1150 0.59 'ND
1568 0.8 ND
duration and protocol
5 hr/day,
5 days/wk for
90 days
4 hr
Continuous
3-4 days
3 hr
36 days
1, 3, 7, and
14 days
' Observed effects
Significant suppression in blastogenesis to
T-cell mitogen, PHA, and Con-A. No effect
on B-cell mitogen, LPS, or alloantigen of
splenic lymphocytes.
Attempt to increase immune activity with drug
Levamisole failed.
Increase in number of IgE- and IgA-containing
cells in the lung, resulting in an increase
in anaphy lactic sensitivity.
Depressed cell-mediated immunity. No effect at
0.5 ppm for 5 days. Hemaggluti nation antibody
titers increased over control.
Impaired resistance to toxin stress.
Immunosuppression.
Depressed splenic lymphocyte response to
T-cell dependent antigen that correlated with
changes in thymus weights.
Species Reference
Mouse Aranyi et al . , 1983
Mouse Goldstein et al., 1978a
Mouse Osebold et al., 1979, 1980
Gershwin et al., 1981
Guinea pig Thomas et al., 1981b
Mouse Campbell and Hilsenroth,
1976
Mouse Fujimaki et al., 1984
    Measurement method:  ND = not described;  CHEM = gas phase chemiluminescence;  UV = UV photometry; Mast = Mast meter.
     Abbreviations used:  PHA = phytohemagglutinin; con-A = concanavalin-A;  LPS  =  lipopolysaccharide; IgE = immunoglobulin-E; IgA = immunoglobulin-A.

-------
blastogenesis to the T-cell mitogens (PHA and Con-A) was detected.   The authors
suggested that  the  cellular  mechanisms  for recognition and proliferation to
LPS and alloantigens were  intact, but 0, might have been interfering with the
cellular response to PHA and Con-A through alterations in cell  surface receptors
or the binding of specific mitogens to them.   Ozone exposure enhances peritoneal
macrophage cytostasis  to tumor  target  cells.   There was no effect  on the
ability of splenic  lymphocytes to produce antibodies  against injected  antigen
(red blood cells).
     The effects of  0,  on the humoral  immune  response  was  also studied by
                                                                                3
Fujimaki et al.  (1984).   BALB/c mice that were exposed continuously to 1568 ug/m
(0.8 ppm) had an increase  in  lung weight after 3,  7,  and 14 days of  exposure.
Spleen weights  were  decreased only after 1 and  3  days  of exposure and then
returned to  normal.   The  thymus weight was decreased  at all  time periods
tested, i.e., 1, 3, 7,  and 14 days.   Similar mice exposed to 0.4 ppm failed to
show any marked changes in the organ weights.   At 0.8 ppm 0,,  exposure depressed
the antibody response to sheep red blood cells (T-cell dependent antigen),  but
not at the antibody response to the T-cell  independent antigen.  These changes
were correlated with the changes of thymus weights.  The authors also concluded
that Oo affected mainly the T-cell population rather than the B-cell  population.
     Campbell and Hilsenroth (1976) used a toxoid immunization-toxin challenge
                                                          3
approach to  determine  if continuous exposure to 1150 ug/m  (0.59  ppm) of 0-
for 36 days  impaired resistance  to  a toxin stress.  Mice were immunized with
tetanus toxoid on the fifth day of 0, exposure and challenged with the tetanus
toxin on day 27.   Compared with controls,  the 0,-exposed animals had greater
mortality and morbidity  following the challenge.  The authors suggested that
the effect was due to immunosuppression.
     Because the data indicate that  0^  can alter the  functioning of  pulmonary
macrophages, Goldstein et al. (1978a) tried to counteract this effect by using
a  known  immunologic stimulant,  Levamisole,  which protects  rodents  against
systemic infections  of  staphylococci and streptococci.   The purpose was to
determine if  this  drug might  repair  this dysfunction  and improve the bacteri-
cidal  activity  of the macrophage.   In  this  study, two concentrations were
tested, 2940  and  980 ug/m3 (0.5 and 1.5 ppm) of 03 for 4 hr.   In no case did
Levamisole improve  the  bactericidal  activity of the  Oo-exposed macrophages.
The cells still failed to respond normally.
                                   9-143

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     The possibility that Q~ may be responsible for the enhancement of allergic
sensitization has  important  implications  for human health effects.  Gershwin
et al.  (1981) reported  that  03  (0.8 and 0.5  ppm for 4  days) exposure  caused  a
thirty-fourfold increase in the number of IgE-containing cells in the lungs of
mice that  had been previously exposed to aerosolized ovalbumin.   In general,
the number of IgE-containing cells correlated positively with levels of anaphy-
lactic sensitivity.  Oxidant damage (0.5 to 0.8 ppm for 4 days) also causes an
.increase in  IgA-containing  cells  in the lungs.and  a  rise in IgA content in
respiratory  secretions  and  accumulation  of lymphoid tissue along the airways
(Osebold et  al.,  1979).  The number of IgM  and IgG containing cells  did  not
increase.  These  authors  showed that a significant increase  in  anaphylactic
sensitivity  occurred when  antigen-stimulated  and 0~-exposed  animals were
compared to  controls (Osebold et al., 1980).   Significantly greater numbers of
animals  were allergic  in  experimental  groups when 03 exposure  ranged  from 0.8
ppm to 0.5 ppm for 3 days.  The effects observed were most pronounced when the
allergen (ovalbumin) was  administered  by I.V.  injection  than  by the  aerosol
route.   Further  studies are needed to determine the threshold level of these
effects.

9.3.5  Tolerance
     Acclimatization, whether it be a long-term or a moment-to-moment response
of the  organism  to a changing environment, has been a  phenomenon of major in-
terest  to  toxicologists for years.  Tolerance, in  the broadest  sense of  the
word, may  be viewed as  a  special  form  of  acclimatization  in  which exposure to
a chemical  agent results  in increased  resistance, either  partial or complete,
to the  toxicant  (Hammond and Bellies, 1980).  Often the  terms tolerance  and
resistance  are  used interchangeably.   The word,  tolerance, is primarily  used
when  the observed decrease  in susceptibility occurs  in an individual  organism
as a  result  of its  own  previous or continuing exposure  to the particular  toxi-
cant  or  to some  other related stimulus.  Resistance generally refers  to relative
insusceptibility  that is  genetically determined (Hayes, 1975).
      A  third term, adaptation,  has been  widely used primarily to describe the
diminution  of response seen  in human  subjects who have undergone  repeated 0,
exposure (Chapter 10,   Section 3).  This  adaptation  might well  result from a
different  biologic process  than that  referred to in the  various animal tole-
rance  studies.   It is  not  yet  known  whether the laboratory  animal develops
                                    9-144

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adaptive responses similar to those seen in humans (i.e., respiratory mechani-
cal  functions,  symptoms of respiratory irritation,  and  airway reactivity).
Thus, to  date,  the  precise  distinction or definition of  these  two terms,
tolerance and  adaptation,  are  not yet fully  understood.   There are also
limited data regarding  the  ability of cells in  these  "adapted"  respiratory
systems to once again return to a pre-exposure condition following termination
of the  exposure.   However,  Plopper et al.  (1978) found  that after  6 days  in
clean air, the  rat's lungs  were almost recovered from the damage caused by
3 days of exposure  to  0.8 ppm (L  and that these "new recovered" cells have
approximately the  same  degree of  susceptibility to  a  re-exposure of 03 as
their pre-exposed counterparts, i.e., fully susceptible to re-exposure.   These
morphological  findings  confirm  similar conclusions  based on concomitant
biochemical  studies of Chow et al.  (1976b).
     In animal  oxidant  toxicity studies,  the  term  tolerance  classically is
defined  as  the  phenomenon  wherein  a previous  exposure to a nonlethal
concentration of (L will provide some protection against a subsequent exposure
to a concentration  of  (L expected to be lethal.   The degree  of tolerance
depends considerably on  the  duration of the exposure  and  the  concentration.
Tolerance occurs  rapidly and  can  persist for several weeks  (Mustafa and
Tierney,  1978).   The term  tolerance should not be  considered to indicate
complete or  absolute protection, because continuing  injury does  occur and  can
eventually  lead to  nonreversible  morphological  changes.  This  protective
phenomenon seen with oxidants was  originally described by Laqueur and Magnus
(1921) in cats undergoing exposure to phosgene.
     In the  typical  experiment,  animals are pre-exposed  to a lower  concentra-
tion of 03 and  then  challenged  at  a  later time to a  higher concentration.  As
early as  1956,  Stokinger et  al. presented data  clearly indicating that an
animal could also become tolerant to the lethal effects of (L.   Such tolerance
has  also  been  reported  by  many investigators,  including Matzen (1957a),
Mendenhall and  Stokinger  (1959), Henschler (1960),  and Fairchild (1967).   The
observation of this tolerance phenomenon in experimentally exposed animals has
led to the speculation that it may also be a mechanism for protecting environ-
mentally  exposed  humans.   Tolerance  to 03 also provides cross-protection
against the  pulmonary  effects of other chemical  agents, such as NO^, ketene,
phosgene, and hydrogen  peroxide (Stokinger and Coffin, 1968) and recently to
hyperoxia (Jackson and Frank, 1984).
                                   9-145

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     The previous criteria  document  for 0- and other photochemical oxidants
cited various studies  that  examined  03 tolerance and presented some evidence
indicating possible mechanisms of action.   Review of these earlier data reveals
that pre-exposure to  a certain concentration of 0. can protect test animals
from the acute lethal  effects of a second exposure to CL.   This protection has
been attributed to a significant reduction in pulmonary edema in the pre-exposed
animals.  Table 9-16 lists the key studies on 0. tolerance.
     Because 0.  has  a marked proclivity  to  reduce  the ability of  alveolar
macrophages to function, studies were conducted to determine how the pulmonary
defense  system  in tolerant animals  compared  with  naive animals.   With the
bacterial  infectivity  model  (Section 9.3.4.3),  the pre-exposed  (tolerant)
animals were only partially protected from the aerosol infectious  challenge
(Coffin and Gardner, 1972a; Gardner and Graham, 1977).  The partial protection
was evident at CL concentrations that had been shown to be edemagenic;  however,
                                     3
at the  lowest concentration, 200 pg/m  (0.10 ppm) of 0., there was no signifi-
cant difference  imparted  by the use of the tolerant-eliciting exposure.   The
data suggest  that at  the higher  concentrations  (> 0.3 ppm), pre-exposure
prevented  edema,  which prophylactically aided the  animals'  defenses against
the  inhaled microorganisms.   Because the protection was  only fractional  and
did  not occur  at the  lowest level, however,  0.  still  suppressed specific  body
defenses that were not protected by the phenomenon of tolerance.
     To  further  investigate this hypothesis  (Alpert and Lewis, 1971; Gardner
et al.,  1972),  studies were conducted  to  evaluate  the effects of  tolerance at
the  cellular  level.   These  studies indicated that  the initial  0,  exposure did
induce  tolerance against  pulmonary edema in  the exposed lung; however, there
was  no  protection afforded against the cytotoxic effects of 0- at the cellular
level.    The  cytological toxic injuries  measured in  this study (including  sig-
nificant  reductions  in enzymatic activities  of  macrophages  and an increase in
inflammation,  as measured by  the  presence of po-lymorphonuclear  leukocytes)
showed  that there was  no protection against these cellular defense mechanisms.
     Frager et al. (1979) studied  the possibility of  tolerance to 03 in mucocil-
iary clearance.   Exposure of  rats  to 1.2  ppm  of 03  following  particle deposition
caused  a substantial  delay in mucociliary clearance.   The 07  effect could be
                                          3
eliminated by  a pre-exposure to 1600 (jg/m   (0.80 ppm)  of 0^  for  4  hr, 3  days
before  the deposition  of the particles.   Thus,  the pre-exposure  provided
complete  protection against  the higher  0-  level  that  lasted  for about  one
                                    9-146

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                                                                      TABLE 9-16.  TOLERANCE TO OZONE
VO
Ozone
(ug/m3)
pre-
exposure
196-1960
196
490
980
588
588
588-980
980-1960
Ozone
(ppm)
p re-
exposure
0.1-1.0
0.1
0.25
0.5
0.3
0.3
0.3-0.5
0.5, 1.0
Ozone Ozone
(ug/m3) (ppn)
Length of after after
pre- latent latent
exposure period period
3 hr 196- 0.1-1.0
1960
30 min 196 0.1
6 hr 1966 1
6 hr
1 hr 39,200 20
3 hr 588 0.3
4 days 980 0.5
1372 0.7 1.0
1960
3 hr 43,120 22
Length of
exposure
after
latent
period
3 hr
30 min
6 hr
2 hr
3 hr
1, 2, 4
days
3 hr
Observed effect(s) Species Reference
Lower mortality for pre-exposed mice than Mouse Gardner and Graham, 1977
mice receiving only one 03 dose. Complete
tolerance was not evident.
Tolerance exhibited in the lungs' periphery, Dog Gertner et al., 1983b
as measured by collateral resistance.
Response < controls in tolerant animals.
No tolerance to edema unless pretreated Rat Alpert et al., 1971a
with methylprednisolone.
Edema as measured by recovery of 132I
in pulmonary lavage fluid.
Tolerance to edema effects of 03 did not Mouse Gregory et al., 1967
develop in thymectomized animals but
developed in sham-operated animals, in-
dicating the thymus may be involved in
tolerance.
20% lower mortality for pre-exposed mice than Mouse Coffin and Gardner, 1972a
mice receiving only one 03 dose. Partial
tolerance probably due to inhibition of edema-
genesis.
Lack of total protection indicated by increased Rat Evans et al., 1971, 1976a,b
numbers of type 2 cells.
With unilateral lung exposure technique, Rabbit Alpert et al., 1971b
tolerance to edema occurred as a local Alpert and Lewis, 1971
effect (cellular) and was seen only in
the pre-exposed lung.

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                                                            TABLE 9-16.   TOLERANCE TO OZONE   (continued)

Ozone
(ug/m3)
pre-
exposure

Ozone
(ppm)
pre-
exposure


Length of
p re-
exposure
Ozone
(pg/m3)
after
latent
period
Ozone
(ppm)
after
latent
period
Length of
exposure
after
latent
period Observed effect(s)




Species Reference
 980
             0.5
                           3 hr      5880 or      3 and 22     3 hr
                                                                           With  unilateral  lung  exposure  technique,
                                                                           tolerance developed only  to  pulmonary  edema.
                                                                           No  tolerance to  the chemotaxis of  polymorpho-
                                                                           nuclear  leukocytes or decreased lysosomal
                                                                           hydrolase enzyme activity.
                                                                                                                             Rabbit
           Gardner et al., 1972
1470         0.75          3 days    7840         4.0          8 hr        A smaller decrease  in  activities  of glutathione
                                                                           peroxidase,  glutathione  reductase,  glucose-6-
                                                                           phosphate dehydrogenase  and  levels  of  reduced
                                                                           glutathione  in  lungs of  tolerant  animals,  as
                                                                           compared to  nontolerant  animals.
1600
             0.8
Rat
Chow, 1976
Chow et al., 1976b
1490 0. 76
f
M
£»
00
1570 0.8
3 day 6860-7840 3.5-4 8 hr When latent period was 11 days, no tolerance Rat Chow, 1984
to decrease in GSH peroxidase system immedi-
ately after challenge; 18 hr later, a smaller
decrease occurred. When latent period was
19 days, the decrease in enzyme activities
measured 16 hr post-challenge was less in pre-
exposed animals; 114 hr post-challenge, some
increases in the GSH peroxidase system were
observed.
3 days 1570 0.8 6 or 27 After 6 days of recovery the lung is again Rat Plopper et al . , 1978
days fully susceptible to re-exposure. Adaptation
lasts only as long as the 0, exposure
continues.
                           4 hr      2352         1.2          4 hr        Pre-exposure  to  03  caused  complete tolerance to
                                                                           delay  in raucociliary clearance  at 3 days,  but
                                                                           not  13 days.
                                                                                                                             Rat
           Frager et al., 1979
1960 1

1960 1
1 hr NO NO NO All animals X- irradiated to 800 R. 60% of
03-pre-exposed mice survived. 100% of
controls died.
1 hr 3920 2 1 hr Tolerance to allergic response to inhaled
acetylcholine.
Mouse

Guinea
pig
Hattori et al . , 1963

Matsumura et al . , 1972
ND = not described.

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week.   The possible mechanism for this protection could be a thickening of the
mucus layer, which would offer the epithelium an extra physical barrier against
0.,.   As the  secretion returns to  normal, the protection is  lost.  The authors
suggested that  another  possible mechanism for this  protection involves  the
ciliated cells  and  their  cilia.   In this case,  the  protection could result
from either the formation of intermediate cilia (Hilding and Hilding, 1966) or
the occurrence  of  some  other temporary change in  the  regenerating  ciliated
cell.
     Evans et al.  (1971, 1976b) also measured tolerance by studying  the kinetics
of alveolar  cell  division  in rats during a period of exposure to an elevated
CL concentration of 980 or 1372 ug/m  (0.50 or 0.70 ppm, up to four  days) that
                                                              3
followed initial exposure at a lower concentration of 686 ug/m  (0.35 ppm) for
four days.   Tolerance  in  this case was the ability  of  type 1  cells  to with-
stand a second  exposure without any increase  in the number of type  2 cells,
which would indicate a lack of complete tolerance.   Similar to the host defense
studies cited above, these investigations showed that tolerance to the initial
concentration of 0, did not  ensure  complete protection  against re-exposure  to
the higher 0, concentration.
     Attempts have been made to explain tolerance by examining the morphological
changes that occur  due  to repeated exposures  to 0^.   In  these studies  the
investigators attempt  to assess  various  structural  responses with  various
exposure profiles  and concentrations.  Dungworth et  al. (1975b) and  Castleman
et al.  (1980) studied the repair rate of 0, damage as indicated by DNA synthe-
sis.   These  effects are fully described in Section 9.3.1.2, and they indicate
that with continuous exposure to  0-., the  lung  attempts  to  initiate the repair
of the 0,  lesion,  resulting in somewhat  reduced or  less than  expected total
damage.  These  authors  suggest  that this is an  indication  that although  the
damage is continuing, it is at a lower rate,  and they refer to this  phenomenon
as adaptation.
     It has  been  suggested that the tolerance  to edema  seen in animal studies
can be explained through the indirect evidence that more resistant cells, such
as type 2  cells,  may replace the more sensitive, older type 1 cells, or that
the type  2  cells  may transform to  younger, more resistant  cells  of  the  same
type (Mustafa and  Tierney, 1978).   A number of workers  have reported that the
younger type 1  cells are  relatively more  resistant to  the  subsequent toxicity
of 03  (Evans et al.,  1976a; Dungworth et al., 1975a; Schwartz et al., 1976).
                                   9-149

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Thus, there is also the possibility that this reparative-proliferative response
relines the airway epithelium with cells that have a biochemical armamentarium
more resistant to  oxidative  stress (Mustafa et al.,  1977;  Mustafa and Lee,
1976).
     Another suggestion  is that with 0- exposure, there is cellular accumula-
tion within the airways  resulting  in mounds  of cells  in the terminal  bronchi-
oles that  may  cause  considerable  narrowing of the  airways (Berliner  et al.,
1978).  As the airways become more obstructed, the 03 molecules are less likely
to penetrate to  lumen.   This may result in a "filtering"  system that removes
the CL before it reaches the sensitive tissue.
     Tolerance to  (L  has also been studied by using a variety of biochemical
indicators to  measure  the  extent  to which  a pre-exposure  to  03 protects or
reduces the host  response  to a subsequent  exposure.   For example,  Jackson and
Frank (1984) found that preexposure to 0"3 produced cross tolerance to hypoxia.
In these tolerant animals (0.8 ppm 03 x 7 days) there was a significant increase
in total lung superoxide dismutase, glutathione peroxidase, glucose-6-phosphate
dehydrogenase, and catalase.   Such an increase in  these antioxidant  enzymes
occurs with 03 exposure.  Chow et al. (1976a,b) compared a variety of metabolic
activities of  the  lung  immediately after an initial  3-day  continuous  exposure
            3
to 1600 pg/m  (0.80 ppm) of  03 with the response after subsequent re-exposure.
At 6,  13,  and 27 days  after the  pre-exposure  ended, the animals  were once
again treated  to  the same exposure routine.  If tolerant, the animals should
have shown a  diminution of  response.  However, the re-exposed rats responded
similarly  to  those animals tested after the initial  exposure.   The  lungs of
the naive animals had equivalently higher activities of glutathione peroxidase,
glutathione reductase,  glucose-6-phosphate dehydrogenase and  higher  levels  of
nonprotein sulfhydryl  than controls and were comparable to the  animals that
were exposed  and  tested immediately after the initial exposure.  The authors
state that this  indicated that by the time  recovery from the pre-exposure  is
complete,  the  lung is  as susceptible to  the re-exposure  injury  as  a  lung that
has never  been exposed.
     In a  follow-up study, Chow (1984) pre-exposed  rats for 3 days (apparently
                                 o
continuously) to air or  1490 pg/m  (0.76 ppm) 03 and challenged them  at various
times with an 8-hr exposure  to a higher level of 0,.  As expected, the pre-expo-
                                                                     o
sure protected the rats from the  lethal  effects  of  6860  to 7840 pg/m  (3.5  to
4.0 ppm) 03,  whether the challenge was 8,  11,  or 19 days  later.   Generally,
                                   9-150

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all 0, exposures decreased the GSH peroxidase system.   When rats were challenged
              3
with 7644 (jg/m   (3.9 ppm)  0-  11 days after the 3-day pre-exposure, there was
no tolerance immediately after the challenge exposure; 18 hr after the challenge
exposure, a dampening of the decrease in the GSH peroxidase system was observed.
                                               3
When the pre-exposure  and  challenge (6860 ug/m ,  3.5 ppm) were  separated by
19 days, the decrease in the GSH peroxidase system measured 16 hr post-challenge
was less in the  animals  receiving pre-exposure  (except for GSH  reductase, for
which values were equivalent); 114 hr post-challenge,  no tolerance was observed,,
but some increases in enzyme activity were observed.
     Gertner et  al.  (1983b)  presented data showing that  the  development of
adaptation and tolerance to  pulmonary function changes is rapid and mediated
through the vagus nerve.   These investigators used a bronchoscope to expose an
isolated segmental airway  of  the lung to 0, and  study changes  in  collateral
resistance (Rcoll). During  a  30-min exposure to 0.1 ppm, the Rcoll increased
31.5 percent within  2  min  and then  gradually  decreased  to control level in
spite of continual  exposure to 0,.    Fifteen minutes  after the 0,  exposure
ceased,  the Rcoll  returned to normal.  Subsequent exposure to  0.1 ppm of 0-
did not increase Rcoll, indicating that some protection existed.  These investi-
gators have tried  to  distinguish between the terms adaptation  and tolerance
based on these studies. They used adaptation to describe the pattern of changes
that occur during continuous exposure to 0- and the term tolerance to describe
resistance to subsequent 03 exposure.
     Thus,  the available evidence from animal studies  suggests  that tolerance
does not develop to all forms of lung injury.   The protection described against
edemagenic effects  of  0., does not  appear  to  offer complete protection, as
illustrated by the following examples.

     1.    There  is  no  tolerance (i.e.,  no protection  occurs) on the  part of
          the specific pulmonary defense mechanisms against bacterial infection
          below the edemagenic concentration; whereas above the edema-inducing
          concentration the effect of tolerance (i.e., inhibition of pulmonary
          edema), can lower the expected mortality rate because the animals do
          not have  to  cope with the  additional burden of the edema  fluid.
     2.    Specific cellular functions of the alveolar macrophage (i.e., enzyme
          activity) are incapable of being protected by tolerance.
                                   9-151

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     3.    Various biochemical  responses were found in both naive and pre-exposed
          animals.
     4.    Tolerance fails to inhibit the influx of polymorphonuclear leukocytes
          into the airway.

     This last finding is interesting  considering the effective tolerance for
edema production.   This  suggests  that the chemotactic effect  of  0, may be
separable from  the edemagenic  effect.   This may also explain  why chronic
morphological changes in the  lung may occur after  long-term  exposure,  even
though there may not be any edema.
     The possible explanations for this tolerance phenomenon have been proposed
by Mustafa  and Tierney (1978).  The primary  mechanism of  tolerance may not be
due to  hormonal  or neurogenic pathways, because  unilateral  lung exposure does
not  result  in tolerance of the  nonpre-exposed lung (Gardner et al., 1972;
Alpert  and  Lewis,  1971).   But it should be noted that Gertner et al. (1983b)
have evidence that local  tolerance may involve  a neural  reflex.   Changes in
Rcoll may  be mediated  through  the vagus  nerve.  After  bilateral  cervical
vagotomy, the resistance  did  not increase during 0.,  exposure  but did after
challenging  with histamine, indicating that the parasympathetic  system may
play a  role in  response to (k  in the periphery of the lung.   There is some
evidence that 0., may cause a decrease  in  cellular  sensitivity, an increased
capacity to  destroy the  test chemical, or  the repair of the injured tissue
(Mustafa and  Tierney,  1978).   In addition,  0-  could  possibly  cause  anatomic
changes, such as an increase in mucus thickness, that may, in effect, reduce
the dose of 0- reaching the gas-exchange areas of the lung.
     It should be mentioned that the term tolerance carries with it the conno-
tation  that some form of an  insult and/or damage has occurred  and there has
been an overt response at the structural and/or  functional  level.   The response
may  be  attenuated  or undetectable,  but the basis for  the  establishment  of the
tolerance still  persists.   It is possible that  the cost  for tolerance may be
minor,  such as a slight increase  in mucus secretion; however, one must also be
aware that  changes  in response to diverse kinds  of  insults  to a host's system,
such as the  immune  system, are adaptations that  might even  suggest an undesirable
effect  of ambient  oxidant air pollution.
                                    9-152

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9.4  EXTRAPULMONARY EFFECTS OF OZONE
9.4.1  Central Nervous System and Behavioral Effects
     Despite  reports  of headache,  dizziness,  and  irritation  of  the nose,
throat, and chest  in  humans exposed to 03 (see Chapter 10), and the possible
implications of these and other symptoms as indications of low-level 0- effects,
few recent  reports  were found on behavioral and other central  nervous system
(CNS) effects  of  0~ exposure in animals.   Table  9-17  summarizes  studies on
avoidance and conditioned behavior, motor activity, and CNS effects.
     Early  investigations  have  reported  effects of  0^  on  behavior patterns  in
animals.  Peterson  and  Andrews  (1963)  attempted to  characterize the avoidance
behavior of mice to 0_ by measuring'their reaction to a 30-min exposure on one
side of an  annular plasti.c mouse chamber.  A concentration-related avoidance
                                                   o
of the  03 side was  reported at  1176 to 16,660 |jg/m   (0.60 to 8.50 ppm) of  0_.
However, the  study  had  serious shortcomings, including a lack of position-
reversal controls  (Wood, 1979), considerable  intersubject variability,  and
other design  flaws  (Doty,  1975).   Tepper et al. (1983) expanded on  the design
by using inhalant  escape behavior to assess, directly the aversive properties
of 0.,.   Mice were individually expo.sed to 0, for a maximum of 60 sec, followed
by a chamber  washout  period of 60 sec.  The animals could terminate exposure
by poking their noses into only one of two brass conical   recesses containing a
                                    3
photobeam.   The delivery of 980 ug/m   (0.50 ppm) of 0, was reliably turned off
for a  greater proportion of experimental trials,  compared to  control trials
                                   3
with filtered  air.  At  19,600 ug/m  (10 ppm) of  0~,  all  animals turned off
100 percent of the  trials  with an average  latency  of  approximately 10 sec.
     Studies  by Murphy  et  al.  (1964) demonstrated  that wheel-running activity
                                                                               3
decreased by approximately 50 percent when mice were exposed to 392 to 980 ug/m
(0.20 to 0.50 ppm)  of 0- for 6  hr  and  decreased to  60  percent  of  pre-exposure
                                                                  3
values  during  the  first 2  days  of  continuous exposure  to  588 ug/m   (0.30 ppm)
of 0,.  Running activity gradually returned to pre-exposure values  during  the
                                              3
next 5  days of continuous  exposure to  588 ug/m  (0.30  ppm)  of  0,. If the same
                                           3
mice were subsequently exposed to 1372 ug/m  (0.70 ppm) of 03 for an additional
7 days, running activity was depressed to 20 percent of pre-exposure values.
                                                                             •j
Partial recovery was described during the final days of exposure to 1372 ug/m'
(0.70 ppm), and  complete recovery occurred  several  days  after exposure was
terminated.    However, partial  tolerance was seen  when the air-control  mice
                                     3
were subsequently exposed to 392 ug/m  (0.20 ppm) of 03 for 7 days.   Konigsberg
and Bachman (1970) used a capacitance-sensing device to record  the motor
                                   9-153

-------
                                             TABLE 9-17.  CENTRAL NERVOUS SYSTEM AND BEHAVIORAL EFFECTS OF OZONE
f
M
cn
Ozone
concentration
pg/m3 ppm
110 0. 056
98-1960 0.05-1.0
196-3920 0. 1-2. 0
235-1960 0.12-1.0
392-980 0.2-0.5
588-1372 0.3, 0.7
980-19600 0.5-10.0
980 0. 5
Measurement3' Exposure
method duration and protocol
d 93 days, continuous
MAST 45 min
CHEM 6 hr
CHEM 6 hr
NBKI 6 hr
MAST 7 days, continuous
CHEM 60 s
NO 30 min
Observed effects(s)c Species
No overt behavioral changes. Cho lines- Rat
terase activity inhibited at 75 days of
exposure, returning to control levels
12 days after termination of exposure.
Motor activity progressively decreased Rat
with increasing 03 concentrations up to
0.5 ppm. Slight increase in frequency
of 3-min intervals without motor activity.
Linear and/or monotonic decreases in Rat
operant behavior during exposure.
Wheel running activity decreased Rat
monotonically with increasing 03 con-
centration. Components of running
were differentially affected at low
vs. high 03 concentrations.
Wheel running activity decreased 50%. Mouse
Running activity decreased 60% during
first 2 days, returning to control
levels during the next 5 days of expo-
sure; running activity decreased 20X
when 0.3 ppm exposure was followed
immediately by 0.7 ppm 03 exposure.
Adaptation with continued exposure
was apparent.
Exposure terminated by nose pokes with Mouse
increasing frequency as 03 concentra-
tion increased.
Elevation of simple and choice reactive Nonhuman
time. primate
Reference
Eg lite, 1968
Konigsberg and
Bachman, 1970
Weiss et al.,
1981
Tepper et al. ,
1982
Murphy et al . ,
1964
Tepper et al. ,
1983
Reynolds and
Chaffee, 1970

-------
                                    TABLE 9-17.   CENTRAL NERVOUS SYSTEM AND BEHAVIORAL EFFECTS OF OZONE  (continued)
Ozone
concentration
ug/m3 ppli
980-1960
1176-
16,660
1960
M 1960-
£ 5880
1960
1960-
5880
0.5. 1.0
0.6-8.5
1.0
1-3
1
1-3
Measurement3'
method
NBKI
e
MAST
NBKI
NO
NO
Exposure
duration and protocol
1 hr
30 min
7 days, continuous
18 months,
8 hr/day
18 months;
8, 6, 24 hr/day
18 months,
8 hr/day
Observed effects(s)c Species
Evoked response to light flashes in the Rat
visual cortex and superior collicus
decreased after exposure.
Avoidance behavior increased with Mouse
increasing 03 concentration.
Reduction in wheel running activity; no Rat
effect of Vitamin E deficiency or
supplementation.
COMT activity decreased at 2 ppra, MAO Dog
activity increased at 1 ppm only.
COMT activity decreased as the daily
exposure increased from 8 to 24 hr.
MAO activity increased at 8 and 16
hr/day and decreased at 24 hr/day.
Alterations in EEG patterns after Dog
9 months, but not after 18 months of
exposure.
Reference
Xintaras et al. ,
1966
Peterson and
Andrews, 1963
Fletcher and
Tappel, 1973
Trains et al . ,
1972
Johnson et al. ,
1976
Measurement method:   MAST = Kl-coulometric (Mast meter);  CHEM = gas phase chemiluminescence;  NBKI = neutral  buffered potassium iodide; NO = not
 described.
 Calibration method:  NBKI = neutral buffered potassium iodide.
^Abbreviations used:   COMT = catechol-o-methyltransferase; MAO = monamine oxidase; EEG = electroencephalogram
 Spectrophotometric method with dihydroacridine.
eKI titration with sodium thiosulfate.

-------
                                                                             o
activity of rats during a 45-min exposure to 98, 196, 392, 980, and 1960 ug/m
(0.05,  0.10,  0.20,  0.50, and 1.0 ppm)  of  03-   Compared with control  rats,
motor activity  following 0,  exposure progressively decreased with increasing
                                3
0, concentrations up to 980 ug/m  (0.50 ppm).  No greater reduction was obtained
            3
at 1960 ug/m  (1.0 ppm).  In addition, the frequency of 3-min intervals without
measurable motor  activity tended  to increase slightly (from 1  to  1.25 to
approximately 3) with increasing 0, concentration.
     A  detailed microanalysis of  motor activity was  undertaken by Tepper
et al. (1982), who exposed rats for 6-hr periods during the nocturnal phase of
their light-dark cycle  to 235, 490,  980, and 1960 ug/m3 (0.12, 0.25, 0.50  and
1.0 ppm) of 0,.   The 3 days preceding an exposure were used for control obser-
vations to measure  running  activity for each  rat in a wheel attached  to the
                                                                     3
home cage.  Decreases in wheel running activity occurred at  235 ug/m  (0.12 ppm)
and progressively greater  decreases in wheel  running  activity occurred with
increasing 0« concentration.  An analysis  of the running  behavior showed that
the components  of running were differentially affected by Oo.  An increase in
the time interval between running bursts primarily accounted for the decreased
motor activity  at the low (235 ug/m  , 0.12 ppm) 0, concentration.  Postexposure
increases  in  wheel  running were seen following this  low 0, concentration.   At
                                    3
higher  0,  concentrations (>490 ug/m ,  0.25 ppm),  an increase in the time per
wheel revolution, a decrease  in the burst  length as well  as  the  extended time
interval  between  bursts contributed  to the reduced motor activity.   These
higher concentrations also caused a decrease in performance compared to control
for several hours after exposure was terminated.
     Effects of Oo on behavior were further  investigated by Weiss et al. (1981)
in their studies on the operant behavior of  rats during 0, exposure.  The term
operant refers  to  learned behaviors that are controlled by subsequent events
such  as food  or shock  delivery.  In this case,  rats were  trained to  perform a
bar-pressing  response  maintained by  a reward  with  food  pellets delivered
according  to  a  5-min fixed-interval reinforcement  schedule.   The  rats were
exposed for 6 hr to 0, concentrations from 196 to 3920 ug/m  (0.10 to 2.0 ppm),
with at least 6 days separating successive exposures.  Two groups of rats were
tested, one beginning in the morning and the other in the mid afternoon.  Ozone-
induced decreases were linear from  196 to 2744 ug/m  (0.10 to 1.40 ppm) for the
first group;  for the second, the decreases were generally monotonic from 196 to
3920 ug/m  (0.10 to 2.0  ppm).  Analysis of the distribution of responses during
                                   9-156

-------
the  various  0, exposures  indicated concentration-related  decreases  arose
mainly from  the later portions of  the  sessions  and that the  onset  of the
decline in response occurred earlier at the higher 0- concentrations.   In con-
trast to  other  types  of toxicants,  0- did  not disrupt the  temporal  pattern
that characterized response during each fixed-interval  presentation.   Based on
the sedentary nature  of the task, the authors suggested that the inclination
to respond rather  than  the physiological  capacity to  respond  was  impaired.
     Kulle and  Cooper  (1975)  studied  the  effects of 0,  on the  electrical
                                                                           3
activity  of  the nasopalatine nerve in  rats.   Ozone  exposure to 9800  ug/m
(5 ppm) for  1 hr  produced  an increase in nasopalatine nerve response (action
potential  frequency) to amyl alcohol,  suggesting  that the nerve receptors were
made more sensitive by prior exposure to 0,.  One-hour air perfusion following
the 03 exposure  reduced the neural  response to amyl  alcohol, but not to pre-
exposure  levels.   The  nasopalatine  nerve  is a branch of the trigeminal nerve
which responds  to  airborne chemical irritants.   Because  most  irritants,  in-
cluding Oo,  also  have  odorant properties   and,  therefore,  stimulate  both
trigeminal and  olfactory  receptors  in the   nasal  mucosa,  it is difficult to
distinguish  an  irritant response  from an odor response  as  the mechanism  for
behavioral effects in laboratory animals.
     Effects of Oo on the CMS have been reported.  Trams et al. (1972) measured
biochemical  changes in  the cerebral cortex of dogs  exposed for  18 months  to
1960, 3920,  or  5880 ug/m3  (1,  2,  or 3 ppm)  of 03-   In 8 hr/day exposures,
reported  decreases (35 percent)  in the catecholamines  norepinephrine and
epinephrine  were  not  statistically  significant,  although 0, exposure at 3920
    3
ug/m  (2 ppm) caused a statistically significant decrease in catechol-o-methyl-
transferase  (COMT) activity.  In contrast,  monamine oxidase (MAO) activity was
                                    3
significantly elevated  at  1960 ug/m  (1 ppm) of 0,, but  not at  3920  or 5880
    3                                                              3
ug/m  (2  or  3  ppm) of  0~.   Increasing daily  exposures  to 1960 ug/m   (1 ppm)
from 8 to 24 hr/day caused  a  significant  decrease in  COMT  activity,  but  MAO
activity  increased at 8 and  16 hr/day but decreased at 24 hr/day.  Concurrently,
Johnson et al.  (1976)  measured electroencephalographic (EEG) patterns in  the
same dogs  and  noted alterations in  EEG patterns  after  9  months of exposure to
1960 to 5800 |jg/m  (1 to 3  ppm)  of 03> but not  after  18 months  of exposure.
The  authors  noted that  it  was  difficult to  correlate the  observed EEG changes
with the  alterations of metabolic balance described.   Furthermore, it was  even
more difficult  to assess the metabolic and physiologic  significance of the
changes without more information abcut chronic 0, exposure.
                                    9-157

-------
9.4.2  Cardiovascular Effects
     Very few reports  on  the cardiovascular effects of  0-  and other photo-
chemical oxidants  in animals have been  published.   Brinkman et al.  (1964)
studied  structural  changes in the cell  membranes  and  nuclei of myocardial
muscle  fibers in  adult mice exposed to  0,.  After  a 3-week exposure  to  392
    3
|jg/m  (0.20 ppm)  of  03  for 5  hr/day, structural changes  were noted, but  these
effects were reversible about 1 month  after exposure.   However, because this
study had severe  design and methodology limitations, the  results  should be
considered questionable until independently verified.
     Bloch et al.  (1971)   studied  the  effects of  0, on  pulmonary arterial
pressure in dogs.   They exposed 31 dogs to  1.0 ppm  of  0-  daily for various
hours for 17 months.   Ten  percent  (3 dogs)  of  the  animals developed pulmonary
arterial hypertension,  and approximately 30 percent (9  dogs)  had excessive
systolic pressure, but there was no proportional relationship between pulmonary
arterial hypertension  and  0-  exposure.   Unless  sample sizes  were  too  small  to
find  adequate dose-response effects,  the authors  attributed the  results to
genetic susceptibility.
     Revis et al.  (1981)  studied the  effects of 0,  and  cadmium,  singly and
                                                         3
combined, in  rats.  The  rats were exposed to 1176 pg/m   (0.60  ppm) 0,,
                                             3
5 hr/day for 3  consecutive days or to  3 mg/m   cadmium  for 1 hr or to  both
pollutants.   All exposure  treatments resulted in increases in systolic pressure
and heart rate.   Neither diastolic pressure or mean pressure was affected.  No
additive or antagonistic  effects were  seen with the pollutant  combinations.
     Costa et al.  (1983) measured heart  rate and standard intervals of cardiac
electrical activity from  the  electrocardiographic (EKG) tracings  of rats
exposed  to 392,  1568,  or  3920 ug/m  (0.2,  0.8,  or 2 ppm)  of 03 6 hr/day, 5
days/week for 62  exposure  days  as  part  of a more extensive  evaluation of lung
function (Section  9.3.2).   Heart rate  was  not  altered  by  0, exposure.   The
                                                                          3
predominant effects occurred at  the  highest 0., concentration  (3920  pg/m ,
2 ppm)  at  which  there  was evidence of  partial A-V blockade and distorted
ventricular activity,  often  associated  with repolarization abnormalities.
     Friedman et  al.  (1983) evaluated  the  effects  of a  4-hr exposure to 588
and 1960 \ig/m  (0.3 and 1.0 ppm) of 03 on the pulmonary  gas-exchange  region of
dogs  ventilated  through an endotracheal  tube.   Pulmonary capillary  blood flow
and arterial 0?  pressure   (Pa02) were decreased  30 min  following  exposure to
both 0, concentrations, and arterial pH  (pH  ) was decreased  following exposure
      6                                     a
                                   9-158

-------
to 1960 ug/m   (1.0  ppm)  of 0~.   Decreases  in pulmonary capillary blood flow
                                                       3
persisted 24 hr following  exposure to 588 and 1960 ug/m   (0.3 and 1.0 ppm) of
0- and as  long as 48 hr following exposure  to  1960  ug/m  (1.0 ppm) of 0-.
Persistent decreases in pH  and Pa09 were observed 24 hr following exposure to
         3
1960 ug/m  (1.0 ppm) of 0-.  Pulmonary edema, determined histologically and by
increased lung water  content  and tissue volume, was  observed 24 hr following
exposure to 1960  ug/m   (1.0 ppm)  of 0-.  The data indicate that 0- exposure
can cause both acute and delayed changes in cardiopulmonary function.

9.4.3  Hematological and Serum Chemistry Effects
     Hematological effects reported in laboratory animals and man after inhala-
                                                   3
tion of near-ambient 03 concentrations (< 1960 ug/m ; < 1.0 ppm) indicate that
Q~ or some reaction product of 0- can cross the blood-gas barrier.   In addition
to reports of  morphological  and biochemical effects of  0.,  on erythrocytes,
chemical changes  have  also been detected in serum after jm vitro and i_n vivo
Q~ exposure.   Hematological  parameters  are  frequently used to evaluate 0,
toxicity, because red  blood  cells (RBCs) are structurally and metabolically
simple and well  understood,  and because the  relatively  noninvasive methods
involved in obtaining  blood  samples from animals and  man make blood samples
available for study.
9.4.3.1   Animal  Studies  -  In  Vivo Exposures.   The  effects of  i_n  vivo 0-
exposure in animals,  including  studies  reviewed  in  the previous 0, criteria
document (U.S.  Environmental  Protection Agency, 1978), are summarized in Table
9-18.
     Effects of 0,  on  the  blood were  first  reported  by Christiansen and Giese
(1954) after they detected an  increased resistance to hemolysis of RBCs from
                           3
mice  exposed  to  1960  ug/m (1.0  ppm)  for  30 min.  Goldstein et al. (1968)
reported a significant decrease in RBC  acetylcholinesterase  (AChE) activity
                                      3
after exposure of mice to  15,680  ug/m   (8 ppm)  of 0-  for  4  hr.  Menzel et  al.
(1975a) observed  the  presence of Heinz bodies in approximately 50 percent of
RBCs  in  the  blood of mice exposed  to  1666  ug/m  (0.85 ppm) of 03 for 4 hr.
About 25  percent  of RBCs  contained Heinz bodies after continuous exposure of
mice to 0.85 ppm  of 0, for 3 days.  Heinz bodies are polymers of methemoglobin
formed by  oxidant stress;  they appear to attach to the inner membrane of the
RBC.  However,  Chow et al. (1975) detected  no  significant  changes  in GSHs,
G-6-PDH, oxidized glutathione reductase, or GSH peroxidase  in RBCs  of  rats or
monkeys exposed to  the same 0.,  concentration 8 hr/day  for 7 days.
                                   9-159

-------
                                                         TABLE 9-18.   HEMATOLOGY:   ANIMAL — IN VIVO EXPOSURE
vo '
Ozone
concentration Measurement
ug/m3 ppm method
110
118
235
470
941
392
392
392
392-
1960
490
980
1372
588
588
0.056 c
0.6 UV
0.12
0.24
0.48
0.2 NO
0.2 UV
0.2 UV
0. 2- UV
1.0
0.25 UV
0.50
0.70
0.3 UV
0.3 UV
Exposure
duration and b
protocol Observed effect(s) Species
93 days Decreased whole blood chol inesterase, Rat
which returned to normal 12 days after
exposure ceased.
2.75 hr RBC survival decreased at 0.06, Rabbit
0.12, and 0.48 ppm; no concentra-
tion-response relationship.
4 hr Increased osmotic fragility and Rabbit
spherocytosis of RBC's.
8 hours/day, Increased serum glutamic pyruvic Mouse
5 days/week, transaminase and hepatic ascorbic
3 weeks acid. No change in blood catalase.
60 rain Small decrease in total blood sero- Rabbit
tinin.
1-4 hr Plasma creatine phosphokinase Mouse
activity altered immediately and
15 min postexposure; no effect
30 min postexposure. No change
in plasma hi stand ne or plasma
lactic acid dehydrogenase.
2.75 hr RBC survival decreased at 0.25 ppra Sheep
only.
3 hr/day Increased mortality in mice Mouse
until death parasitized with Plasmodium
(2-3 wk) berghei. Increased number of
parasitized red blood cells.
3 hr No effect on RBC reduced glutathione, Guinea pig
L-ascorbic acid, hemoglobin, red
blood cell counts. Slight increase
(p = 0.08) in % raethemoglobin.
Decreased hematocrit in 03-low
vitamin C group. Generally, vitamin
C deficiency did not increase sensi-
tivity to 03.
Reference
Eglite, 1968
Calabrese et al. ,
1983a
Brinkman et al. ,
1964
Veninga, 1970
Veninga, 1967
Veninga et al. ,
1981
Moore et al . ,
1981a
Moore et al . , 1984
Ballew et al., 1983

-------
TABLE 9-18.   HEHATOLOGY:   ANIMAL — IN VIVO EXPOSURE  (continued)
Ozone Exposure
concentration Measurement duration and
ug/m3 ppm method protocol
627 0.32 UV 6 hr
± dietary
vitamin E
784 0.4 ND 6 hr/day,
5 days/week,
6 months
784 0.4 ND 6 hr/day,
5 days/week,
10 months
784 0.4 ND 10 months
U> 784 0.4 ND 6 hr/day,
ti, 5 days/week,
en 10 months
980 0.5 UV 2.75 hr
980 0.5 MAST Continuous,
23 days
980 0.5 NBKI 8 hr/day,
7 days
1254 0.64 UV 8 hr/day,
lyr
1470 .0.75 ND 4 hr/day,
4 days
Observed effect(s) Species
Increased erythrocyte G-6-PD and Mouse
decreased AChE (both diets).
Increased plasma vitamin E
(both diets).
No change serum trypsin inhibitor Rabbit
capacity.
Increase in serum protein esterase. Rabbit
Increase in serum protein esterase. Rabbit
Decreased serum albumin concentra- Rabbit
tion. Increased concentration of
a- and 6-globulins. Not much change
in p-globulin. No change in total
serum proteins.
Decreased erythrocyte GSH. Sheep
Increased hemolysis of erythrocytes Rat
of animals depleted of vitamin E.
No such change when rats received
vitamin E supplements.
No change in GSH level or activ- Monkey,
ities of GSH peroxidase, GSH rat
reductase, or G-6-PD in erythro-
cytes .
Altered RBC morphology: decreased Monkey
number of discocytes, increased
number of knizocytes, stomatocytes ,
and spherocytes. No effect on RBC
FA composition.
RBC's: Increased fragility; Monkey
decreased GSH, AChE; no effect
on LDH, G-6-PD.
Reference
Moore et al . , 1980
P'an and Jegier,
1971
Jegier, 1973
P'an and Jegier,
1972
P'an and Jegier,
1976
Moore et al. ,
1981b
Menzel et al . , 1972
Chow et al . , 1975
Larkin et al., 1983
Clark et al. , 1978

-------
                                                TABLE  9-18.   HEMATOLOGY:  ANIMAL — IN VIVO EXPOSURE  (continued)
10
Ozone
concentration
ug/m3 ppm
1568 0.8
1568 0.8
1568 0.8
1666 0.85
1686 0.86
1960 1.0
1960 1.0
1960- 1.0
3920 2
Exposure
Measurement duration and
method protocol
NBKI 7 days
NBKI 8 hr/day.
7 days
NBKI Continuous,
29 days
MAST 4 hr
ND 8 hr/day,
5 days/week,
6 months
UV 4 hr ± vitamin E
ND 30 rain
CHEM 2 or 7 days
Observed effect(s)b
Increased activity of GSH pero-
oxidase, pyruvate kinase, and
lactate dehydrogenase; and
decrease in red cell level of
GSH of vitamin E-deficient animals.
Animals in both vitamin E-deficient
and supplemented diet groups exhibited
no change in activities of G-6-OP,
catalase, and superoxide disroutase
and in levels of thiobarbituric acid
reactants, met hemoglobin, hemoglobin,
and reticulocytes.
No change in total lactate dehydro-
genase activity or isoenzyme pattern
in plasma or erythrocytes.
Increased lysozyme activity by
day 3.
Increased Heinz bodies in RBC's
(decreased with continual exposure).
Increased infestation and mor-
tality after infection with
Plasmodium berghei. Increased
acid resistance of erythrocytes.
Decreased fil terability. No pro-
tection by vitamin E. No lipid
peroxidation.
Increased resistance to erythrocyte
hemolysis.
No changes.
Species Reference

Rat Chow and Kaneko,
1979
Monkey Chow et al . ,
Rat Chow et al . ,
Mouse Menzel et al
Mouse Schlipkoter
Bruch, 1973
Mouse Dorsey et al
Mouse Mizoguchi et
1973;
Christiansen
Giese, 1954
Rat, Cavender et
guinea pig 1977
1977
1974
. , 1975a
and
. , 1983
al.,
and
al. ,

-------
                                                TABLE  9-18.   HEMATOLOGY:  ANIMAL  ~  .IN VIVO EXPOSURE   (continued)
Ozone
concentration
ug/m3 ppm
1960 J-1.0
5880 3.0
1960 1
Exposure
Measurement duration and
method protocol
CHEM 4 hr
UV continuously,
2 wk
Observed effect(s)b
No effects on oxyhemoglobin affinity,
2,3-OPG concentrations, heme-02
binding.
Increased serum cholesterol, low
density lipoproteins and very
low density lipoproteins. Males
apparently more affected than
females. No effect on trlgly-
cerides.
Species Reference
Rabbit Ross et al.
Guinea pig Vaughan et
1984

, 1979
al.,
CTi
U)
             1960    1
             3430    1.75
             5880    3
             1960
                         CHEM,  UV
                         CHEM,  UV
                  5 hr/day,            No effect on serum lipids and
                  10 days within       lipoproteins at 1 ppm.  Concentration
                  14-day period        related linear increase in total
                                       lipoprotein-free cholesterol
                                       and high-density lipoprotein
                                       total cholesterol; decrease in
                                       triglycerides.

                  5 hr/day,            Increased serum total cholesterol
                  15 days              (p = 0.1) high density lipoprotein-
                  within 19-day        cholesterol (p = 0.08) and high
                  period               density lipoprotein-free cholesterol
                                       (p = 0.006); decrease in trigly-
                                       cerides (p = 0.06).
                                                               Rat
                                                        Mole et al., 1985
             2940
           11,760
           15,680
         1.5
         6.0
         8.0
UV
3 days
4 days
4 days
No effect on SOD, GPx, K  influx
ratios (all levels).  Increased Hb,
Hct, echinocytes II & III (6 & 8 ppm);
echinocytes correlated with petechiae
in lungs, indicative of vascular
endothelial damage.
Rat
Larkin et al., 1978
           Measurement method:   NO = not described;  CHEM = gas  phase chemiluminescence;  UV - UV photometry;  NBKI = neutral  buffered potassium iodide;
            MAST = KI - coulometrlc (Mast neter);  I = iodometric.
            Abbreviations used:   RBC = red blood cell;  G-6-PD =  glucose-6-phosphate dehydrogenase;  AChE = acetylcholinesterase;  GSH = reduced
                                                                                                                          LOH =  lactic dehydrogenase;
                                                                                                                            hemoglobin;  Hct = hemato-
                                                                  t2.
Hooreviaiions usea:   KBI = rea Diooa ceii;  u-o-ru = giucose-o-pnospnaie aenyarogenase;  m-nt = acety icnonnesiera
glutathione;  GSH peroxidase =  glutathione peroxidase;  GSH  reductase =  glutathione reductase;  FA =  fatty  acid;  LO
2,3-DPG = 2,3-diphosphoglycerate;  SOD = superoxide dismutase; GPx = glutathione peroxidase; K = potassium  Hb  =
crit; PGF2a = prostaglandin F2a;  PGE2 = prostaglandin  E2.
            Spectrophotometric  method  using  dihydroacridine.

-------
     In more recent studies, .Clark et al. (1978) investigated the biochemical
changes in RBCs  of  squirrel  monkeys exposed to  1410  ug/m  (0.75 ppm) of 03
4 hr/day for 4 days.   They observed an increase in RBC fragility with decreases
in GSH  and AChE  activities.   No changes were  detected  in G-6-PDH or lactic
dehydrogenase (LDH) activities.  After a 4-day recovery period,  RBC  fragility
was still  significantly increased,  although to a lesser degree.   AChE activity
returned to  control  levels  at 4 days postexposure; however, RBC GSH remained
significantly lowered.
     Ross et al.  (1979)  investigated the effects of 0~ on the oxygen-delivery
                                                                         3
capacity of  erythrocytes.  After exposure of rabbits  to 1960 or  7880 ug/m   (1
or 3 ppm) of 03  for 4 hr, no  changes were detected in RBC  2,3-diphosphogly-
cerate concentration, oxyhemoglobin dissociation curve, or heme-oxygen binding
of RBCs.  Analysis of blood parameters 24 hr after exposure revealed no delayed
effects of 03.
     Alterations in RBC morphology have been previously observed in 0.,-exposed
laboratory animals  and man  (Brinkman  et al., 1964;  Larkin et  al., 1978).
                                                                             3
Similar observations  have recently been  made in  monkeys exposed  to  1254  ug/m
(0.64 ppm) of  03 for  8  hr/day over a  1-yr  period (Larkin et al.,  1983).
Ultrastructural  SEM  studies  of RBC's following  exposure  to 03  demonstrated
reduced numbers  of normal discocytes  and  increased numbers of  knizocytes,
stomatocytes,  and spherocytes, which were either  absent  or found  in  small
numbers in the blood of air-exposed controls.  Despite changes in shape, there
were no differences  in the  fatty acid composition of the  erythrocyte total
lipids.  Values  for  hematocrit,  hemoglobin,  mean corpuscular volume, and red
cell and  reticulocyte count  were the same in control  and 0,-exposed animals.
                                                                               3
Moore et al.  (1981a) reported  reduced RBC survival in sheep exposed  to 490 ug/m
(0.25 ppm) of 0- for 2.75 hr.  Similar reductions  in RBC survival were reported
                                                                            3
following 2.75-hr  exposures  to 03 concentrations as low as 118 and  235 ug/m
(0.06 and 0.12 ppm) in rabbits (Calabrese et al., 1983a).
     Vitamin E  deficiency has been associated with an increased hemolysis  in
rats and  other animal species (Scott, 1970; Gross and Melhorn,  1972).   Chow
and  Kaneko  (1979) reported  significant  increases in RBC GSH peroxidase,  pyru-
vate kinase,  and LDH activities, and a decrease in RBC GSH after exposure  of
vitamin E-deficient rats  to 1568 ug/m  (0.8 ppm) of 03 continuously  for  7 days.
These  effects  were not observed in  vitamin  E-supplemented rats (45 ppm of
vitamin  E for 4 months).  The  activities  of  G-6-PD, catalase, superoxide
                                   9-164

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dismutase, and levels  of  TBA reactants,  methemoglobin and reticulocytes were
not altered by 0- exposure or by vitamin  E status.
     Moore et al.  (1980)  investigated the effects of  dietary  vitamin E on
                                                     3
blood of  9-month-old  C57L/J  mice exposed to 627 pg/m   (0.32 ppm)  of  0- for
6 hr.  Animals were maintained on vitamin E-deficient, or supplemented (3.9 mg
tocopherol/100 Ib. , twice  the  minimal  daily requirement) diets  for 6 weeks
before 03  exposure.   Mice  on the vitamin  E-deficient diet showed a 24-percent
increase  in G-6-PD  activity  over controls after 03 exposure, and mice  fed a
supplemented diet exhibited a 19-percent  increase.   Decreases in AChE  activity
were observed in  both vitamin E-deficient (19-percent  decrease) and  vitamin
E-supplemented (12-percent decrease) groups.
     Dorsey et al.  (1983)  evaluated the  effects of 03  on  RBC  deformability
after exposure of  vitamin E-deficient and supplemented (105 mg of tocopherol
                                           3                     3
per kg of  chow)  male  CD-I mice to 588 pg/m  (0.3 ppm), 1372 pg/m  (0.7 ppm),
            3
or 1960 |jg/m  (1.0  ppm) of 0- for 4 hr.   After  incubation of RBCs in buffer
(0.9 percent RBCs) for up to 6 hr at 25°C, the time required for 2.0 ml of RBC
suspension to pass  through a 3-pm pore size filter was determined.   Exposure
                     3                       3
of mice to 1960  pg/m   (1.0 ppm) or 1372  pg/m  (0.7 ppm) of 03 and incubation
of RBCs for 6 hr resulted  in a significant increase in filtration time of RBCs
from 0--exposed  mice,  and a lack of  protection  by dietary vitamin E.   The
                                                            3
hematocrit of vitamin E-deficient  mice exposed to 1960 pg/m  (1.0 ppm) of 0~
was significantly greater than that of nonexposed vitamin E-supplemented mice.
The  increased hematocrit  was attributed  to a  loss of  RBC deformability, and
sphering  resulting in decreased packing  of cells  during centrifugation for
hematocrit determination.   No TBA  reactants were  detected  in the blood of
exposed animals, with or without vitamin E.
     The  influence of vitamin  C deficiency  on erythrocytes of  guinea  pigs
                   3
exposed to 588 pg/m   (0.3 ppm) for 3 hr and examined 0.5 or 3 hr post-exposure
was studied by Ballew et al. (1983).  Ozone caused no effect on  reduced gluta-
thione  levels  in erythrocytes.  There was  a  slight increase (p = 0.08)  in
percent methemoglobin in 0.,-exposed animals.  Vitamin C  levels did not  signifi-
cantly influence these results.  Plasma L-ascorbic acid  levels were not affec-
ted by 03  exposure.   Hematocrits were decreased  in animals on the low vitamin C
diet  that were  exposed to 0~.   Hemoglobin and  red blood  cell  counts were
unaffected by 0.,.
     Moore et al.  (1984)  infected  mice with  Plasmodium berghei  (a  blood-borne
                                                        3
malarial  parasite)  1  day  prior to  exposure to  588 pg/m  (0.3 ppm)  0.,.  The
                                    9-165

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exposure lasted for  3  hr/day until  death, or  approximately 2  to  3 wk.  Mice
exposed to CL  did  not  live as long as the controls.  Ozone-exposed mice also
had an  increase  in the number of parasitized  red  blood cells.  The authors
hypothesize that there  are 2 potential  mechanisms  responsible:   0. may have
altered the erythrocyte  membrane,  making it more permeable to £.  berghei, or
03 increased the reticulocyte count, reticulocytes possibly being more sensitive
to P.  berghei  infestation.  These results are consistent with those of Schlipkb'ter
and Bruch  (1973),  who  reported,  without statistical analysis, an increase in
infestation with P.  berghei and higher mortality  in  mice exposed for 6 mo
(8 hr/day, 5 days/wk) to 1686 jjg/m3 (0.86 ppm) 03-
9.4.3.2   In Vitro  Studies.   The  effects of  in  vitro  0- exposure of animal
         °""™"™	'        ~  " '" "                    ~~~   v ~"vv"'v =   O
blood have been  studied by a number of investigators,  and these  reports are
summarized in Table 9-19.
     The effects of  jj}  vitro CU  exposure  on  human  RBCs  have been  evaluated by
using a number of different end points,  such as increases in complement-mediated
cell damage  (Goldstein  et  a!.,  1974a),  formation  of  Heinz  bodies (Menzel
et al., 1975b),  decreases in RBC native  protein fluorescence  (Goldstein and
McDonagh,  1975), and decreases  in concanavalin A  agglutinability (Hamburger
et al., 1979).   Exposure of RBCs or their membranes to  03  has  also been shown
to inhibit (Na+ - K+) ATPase (Kindya and Chan, 1976; Chan et al., 1977; Koontz
and Heath, 1979; Freeman et al., 1979; Freeman and Mudd,  1981).   Kindya and
Chan (1976) proposed that inhibition of ATPase  by  03 caused spherocytosis  and
increased fragility  of  RBCs after 0~ exposure,  (See Tab-le 9-20  for a  summary
of the human in vitro studies.)
     Kesner et al.  (1979) demonstrated that  Q~-treated phospholipids inhibited
RBC membrane ATPase.   Addition  of semicarbazide to 0,-exposed phospholipids
before mixing  with RBC  membranes substantially reduced  the inhibitory  effect,
suggesting that  the inhibitors  may be  carbonyl  compounds.   In addition,  a
slower-forming semicarbazide-insensitive inhibitor was formed.
     Verweij and Steveninck (1980,  1981)  reported  that  semicarbazide and also
p-aminobenzoic acid  (PABA)  might protect by  acting  as 0, scavengers.   Spectrin
(a major  glycoprotein  component  of the RBC  membrane) solution was treated by
bubbling 03~containing  Op through the solution at  4 ml/min (2.5  uM/min of  (L)
for 1  or  9 min.   Semicarbazide  (40 MM) or  PABA (40 uM) inhibited the  cross-
linking of 0,-exposed spectrin.   The inhibition of  AChE and hexokinase activi-
ties of RBC  ghosts exposed  to 0, was  also  partially prevented by these two
                +
agents, as was K   influx  into whole RBCs.  The authors attributed the  inhibition
                                   9-166

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                                            TABLE 9-19.  HEMATOLOGY:  ANIMAL  ~ IN VITRO EXPOSURE

Exposure
Ozone Measurement duration and
concentration method protocol
980-
3920
1960-
13,132
2156
4508
0.5 CHEM 2 hr
2.0
1.0 NBKI 90 rain-
6.7 4 hr
1.1 UV 16 hr
2.3
Observed effect(s) Species
Decrease in agglutination of erythro- Rat
cytes by concanavalin A.
Decreased erythrocyte catalase levels Rat,
at > 5 ppm when animals were pretreated mouse
with aminotriazole.
No effect on hemoglobin. No change Mouse
in organic free radicals as measured
by EPR spectra. No statistics.
Reference
Hamburger and
Goldstein, 1979
Goldstein, 1973
Case et al . , 1979
Measurement method:   CHEM =  gas  phase  chemiluminescence; UV = UV photometry; NBKI = neutral buffered potassium iodide.

-------
TABLE 9-20.  HEMATOLOGY:  HUMAN - IN VITRO EXPOSURE
Ozone3 Measurement
concentration method
980 ug/m3 (0.5 ppm)
1960 ug/m3 (1-0 ppm)
03-treated phosphol ipids
4 uM/min
Methyl ozonide
10-«-2xlO-3 M
vo 750 nM/min
\->
CTi
CO
106 nM/min
300 nM/min
0-9.8 uM/g of Hb
0.84 uM/min
78400 ug/ra3 (40 ppm)
1,960 ug/m3 (1.0 ppm)
CHEM
NO
I
NO
NBKI
NBKI
NBKI
NBKI
NBKI
NBKI
Exposure
duration and
protocol
0.5-2 hr
5, 10, 15, and
20 min
1 min
30 min
14.3 or 43.0
nMol of 03 per 106
cell equivalent
5, 10, 20, 30,
40 and 50 min
ND
0-2 hr
2 hr
20 and 60 min
Observed effect(s)
Decreased agglutination of RBCs by
concanavalin A.
Decreased ATPase activity.
Decreased ATPase activity.
Heinz body formation. Prevented
by dietary vitamin E.
RBC — No effect on ATPase.
Decreased cation transport.
RBC ghosts -- decreased ATPase
activity.
Decreased activity of purified
a,-proteinase inhibitor.
Decreased glyceraldehyde-3-PD.
Decreased ATPase.
No statistics.
Decreased GSH. No effect on
Hb or on glucose uptake.
Increased complement-mediated cell
damage.
Decreased native protein fluore-
scence. No statistics.
Species
Human
Human
(RBC ghosts)
Human
(RBC ghosts)
Human
Human
Human
Human
(RBC ghosts)
Human
(RBCs,
RBC ghosts)
Human
Human
(RBC ghosts)
Reference
Hamburger et al.

, 1979
Kesner et al . , 1979
Kindya and Chan,
1976
Menzel et al . , 1975b
Koontz and Heath
1979
Johnson, 1980
Freeman et al. ,
1979
Freeman and Mudd
1981
Goldstein et al.
1974a
Goldstein et al.
1975
»


»
»
1

-------
                                                 TABLE  9-20.   HEMATOLOGY:   HUMAN  -  IN VITRO EXPOSURE  (continued)
vo
VD
Ozone3
concentration
40 nM/min
2.5 uM/min
2.5 uM/min
b Exposure
Measurement duration and
method protocol
I 4 rain
I 20, 40, and 60
min
I 20, 40, and
60 min
Observed effect(s)
Decreased ATPase activity; lost 40%
membrane sulfhydryls. Lipid per-
oxidation and protein crosslinking
detected.
Pretreatment with semicarbazide
prevented crosslinking.
Cross- linking of membrane proteins
inactivation of glyceraldehyde-3-
phosphate dehydrogenase.
Crosslinking of spectrin. Decreased
ACHase activity. Increased K+ leak-
age from RBCs. Semicarbazide and
p- ami no benzoic acid prevented
these 03 effects.
Species
Human
(RBC ghosts)
Human
Human
(RBC ghosts)
Reference
Chan et al.
Verve ij and
Steveninck,
Verve ij and
Steveninck,

, 1977
1980
Van
1981
          j*Not  ranked by concentration;  listed by  reported  values.
           Measurement method:  ND = not described;  CHEM =  gas  phase chemiluminescence;  NBKI = neutral  buffered potassium iodide; I = iodometric.

-------
of ATPase  to oxidation  of  phospholipids with  subsequent  cross-linking of
membrane protein  by lipid peroxidation  products.   Because the reaction of
ozonolysis products with  semicarbazide and PABA during 0, treatment  of RBCs
was not  directly  measured in these studies, the protective mechanism remains
unclear.
     In  a  recent  study, Freeman and Mudd  (1981)  investigated the i_n vitro
reaction of  0,  with sulfhydryl  groups of  human  RBC membrane, proteins, and
cytoplasmic  contents.   After exposure  of RBCs to 0, in CL at 20 ml/min (0.84
uMol/min of  0~)  for up to 2 hr, oxidation of intracellular GSH was observed.
Ozone exposure  produced membrane disulfide cross-links in RBC ghosts but not
in intact RBCs.   Neither oxyhemoglobin content nor glucose uptake was affected
by 0- exposure  of RBCs.  These data support earlier studies of Menzel et al.
(1972)  that  reported  decreased  RBC GSH  levels  following exposure  of  rats  to
         3
980 ug/m  (0.5 ppm) of Oo continuously for 23 days.
     Although iji  vitro  studies  using  animal and  human  RBCs  have provided
information  on the possible mechanism by which 0, may react with cell membranes
and RBCs,  extrapolation of these data  to in  vivo  0, toxicity  in man  is  diffi-
cult.    In most HI vitro studies, RBCs were exposed by bubbling high 0, concen-
trations (>  1 ppm)  through cell  suspensions.  Not  only were the 0, concentra-
tions unrealistic  and  the method of exposure nonphysiological, but the toxic
species  causing  RBC injury  may be different  during j_n vitro and  iji vivo 0-
exposures.   Because  of its reactivity,  it  is  uncertain that Q- per se reaches
the RBCs after  inhalation but may  instead  appear  in blood  in  the  form of  less
reactive products (e.g.,  lipid, peroxides).  However, during  in vitro exposure
of RBC  suspensions, 0,  or highly reactive free-radical products (e.g., hydroxyl
radical, superoxide anion, singlet oxygen) may be the cause of injury.  '
9.4.3.3  Changes  in Serum.   In  addition  to 0  's  effects  on RBCs,  changes  have
been  detected  in  the serum  of animals exposed to 0,.  P'an and Jegier (1971)
                                     3
investigated the  effects of  784 ug/m   (0.4 ppm)  of 0- 6  hr/day,  5 days/week
for 6 months on the serum trypsin inhibitor capacity (TIC) of rabbits.  With
the exception of  a sharp rise  after the first day  of exposure,  TIC  values-
remained within normal  limits.  However, after exposure for 10 months, the TIC
had progressively  increased  to about three  times  the normal  level (P'an  and
Jegier,  1972).  Microscopic  evaluation suggested that the  rise in  TIC may have
been due to  the thickening of small pulmonary arteries.  The  results  from this
study are questionable,  however, because the rabbits may have had  intercurrent
infectious disease, which was more severe  in the exposed animals (Section 9.3.1).
                                   9-170

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     P'an and  Jegier (1976) also reported changes  in serum proteins after
                                3                         3
exposure of rabbits  to  784 |jg/m  (0.4 ppm) and  1960  |jg/m  (1.0 ppm) of 0,.
                               3
Following exposure to 784  |jg/m  (0.4 ppm) of 03  for  105  days,  the  albumin
concentrations began to  decrease,  and a- and 6-globulin concentrations  began
to increase.  At the end of 210  days  of  exposure, the mean albumin level fell
16 percent,  the orglobulin  level  rose 78 percent, and the 6-globulin levels
fell  46 percent.   No significant changes were observed in total  protein  concen-
tration.
     Chow et al.  (1974) observed that the serum lysozyme activity of  rats
increased significantly during continuous (24 hr/day)  but not during  intermit-
                                      o
tent (8  hr/day) exposure  to 1568 |jg/m   (0.8 ppm) of  0, for 7 days.  The in-
creased release of lysozyme into the plasma was suggested to be  a result of 0,
damage to alveolar macrophages.
     Veninga et al.  (1981)  reported that short-term exposures of mice to low
03 concentrations  induced  changes  in serum  creatine phosphokinase  (CPK)
activity.   Ozone  doses  were expressed as  the  product of concentration and
time; the maximum  0- concentration was 1600 ug/m  (0.8 ppm), and the maximum
exposure time  was  4 hr.  Alterations  in CPK were detected immediately and
15 min  after  termination of the exposure.   By  30 min postexposure,  the CPK
activities had returned to control  levels.  Neither plasma histamine  nor plasma
LDH was altered by the range of 0, doses employed.  The authors  concluded that
these  responses may  represent adaptation of the animals  to 0,  toxicity by
enhanced metabolic processes.
     Serum  lipids  and  lipoproteins  of rats exposed continuously  for 2  wk  to
1960 ug/m   (1 ppm) were determined  (Vaughan  et al.,  1984).   Serum from each
guinea  pig  was sampled before  and  immediately  after  the 2-wk  exposure and
30 days  after  exposure  ceased.  Thus, each animal  served as  its  own control
and there was no air-exposure  group.  Immediately after exposure, cholesterol,
low density  lipoproteins,  and very low  density  lipoproteins were elevated in
males.   Generally,  females  had similar  effects,  but  no  changes in very low
density  lipoproteins.  Triglycerides were not affected in either sex immediately
after exposure.  Although  statistical comparisons of sex susceptibility were
not performed, it appears that males were more affected than females.  Statis-
tical  tests of the  post-exposure group were unclear,  but  it appears that
levels  of cholesterol,  low density  lipoproteins,  and  very low density lipopro-
teins had returned to pre-exposure  values.
                                   9-171

-------
     Serum lipids and lipoproteins have also been evaluated in male rats after
repeated 07  exposure (Mole et al. ,  1985).   A concentration response study
                                                    3
involved exposure to  air;  1960,  3430, and 5880 ug/m  (1, 1.75, and 3 ppm) 0.,
for 5 hr/day for  10  exposure  days within a  14-day period.  For a  given  rat,
serum samples taken 2 days prior to the first exposure were compared to samples
taken 20 hr  after  the last exposure; each  animal served as its own control.
Another group of animals was exposed to air and sampled pre- and postexposure.
Shifts in the 0.,-exposed  rats (pre-  vs. postexposure) were compared statisti-
cally to shifts in the air-exposed animals.  Ozone caused a concentration-related
linear increase  in  total  lipoprotein-free cholesterol and high density lipo-
protein total  cholesterol (both  the  free  and esterified components) and  a
decrease  in  total  lipoprotein triglycerides.  There  was no effect on  high
density lipoprotein-tryglycerides  or on total lipoprotein-free fatty acids.
At the 1960  ug/m   (1 ppm) 0,  level, none of the values was elevated signifi-
cantly over controls.  In a sampling time study (Mole et al.,  1985), rats were
                     3
exposed to 1960 ug/m  (1  ppm)  0., for 5 hr/day for 15 days  in  5-day segments
within a  19-day  period.   Serum samples were taken from each rat 4 days prior
to the first exposure and at 7 times  (0  to 44 hr)  after the last exposure.
Ozone increased  serum total chlolesterol  (p = 0.1),  high density  lipoprotein-
cholesterol   (p = 0.08), and high density lipoprotein-free cholesterol  (p  =
0.006), and  decreased triglycerides (p = 0.06).   The changes  appeared  to  be
maintained over  the  44-hr post-exposure period and  were greater  than those
observed  at  the 1960 ug/m  (1 ppm)  0,. level of the  concentration-response
study described  above that used  fewer  days  of exposure.   Thus, 0, caused a
mild hypercholesterolemia and hypotriglyceridemia.
     Both the  Vaughan et al.  (1984)  and  Mole et al. (1985) studies  report
increases in  serum  cholesterol.   There is  some disparity between  results  for
other lipoproteins.  The Vaughan  et al. study did not account for  changes  that
can be produced-by  exposure stress  alone,  as indicated  by-Mole et..al. .(1985).
The Mole  et  al.  (1985) studies  showed  only marginally  significant effects.
Thus, a possible conclusion from  the rat and guinea pig  studies is that short-
                          3
term exposure to 1960 ug/m  (1 ppm)  has the  potential of elevating cholesterol
in animals.   Elevation  in human  serum  cholesterol  is a risk  factor  in  human
coronary heart disease (GottOj 1979; Dawber, 1980).
9.4.3.4   Interspecies Variations.  The use  of animal  models  to  investigate
the effects  of  03 on the  blood  is complicated,  because few species respond
                                   9-172

-------
like humans.  The  rodent  model  has been most  commonly  used  to predict the
effects of CL on human RBCs (Calabrese et al.,  1979).  However,  the reliability
of this model was  challenged  by Calabrese and Moore (1980) on the following
grounds:   (1) ascorbic  acid synthesis was  significantly  increased in mice
following CL exposure (Veninga and Lemstra,  1975), (2)  ascorbic acid protected
human G-6-PD-deficient  RBCs jm  vitro  from the  oxidant stress of acetylphenyl-
hydrazine (Winterbourn, 1979),  and (3) humans  lack the ability to synthesize
ascorbic acid.  Although  Calabrese and Moore (1980) stressed that this hypo-
thesis is based on a  very  limited  data base, they point out the importance of
developing animal models  that  can accurately predict the  response  of human
G-6-PD-deficient humans to  oxidant stressor  agents.  In another report, Moore
et al.  (1980)  suggested that C57L/J  mice may  present  an acceptable  animal
model, because these  mice  responded to 0,, exposure  (627 |jg/m , 0.32 ppm for  6
hr) in a  manner  similar to that of humans,  with increases in serum vitamin E
and G-6-PD  activity.   Unlike  many other mouse strains, the C57L/J strain has
low G-6-PD  activity,  which is  similar to that  found  in human  RBCs.   Moore
et al.  (1981b) also  followed  up on the  proposed  use  of Dorset sheep  as an
animal model  for  RBC  G-6-PD deficiency in humans (National Research Council,
1977).   However, Dorset sheep  were found to be no more sensitive than normal
humans with respect to 0^-induced changes in GSH and also differed from humans
in the formation  of  methemoglobin.  Further studies (Calabrese et al., 1982,
1983b,d; Williams  et  al.,  1983a,b,c)  demonstrated that  the responses  of sheep
and normal human erythrocytes were very similar when separately incubated with
potentially toxic  0^  intermediates,  but G-6-PD-deficient human erythrocytes
were considerably more susceptible.  Consequently, the authors  also questioned
the value of  the  sheep erythrocyte as a quantitatively accurate  predictive
model.

9.4.4  Reproductive and Teratogenic Effects
     Pregnant animals and developing fetuses may be at greater risk to effects
from photochemical oxidants,  because  the volume of air inspired  by females
generally increases from 15 to 50 percent during pregnancy (Altman and Dittmer,
1971).   Before  1978,  experiments  designed  to investigate the reproductive
effects of  photochemical  oxidants often used complex mixtures of gases, such
as  irradiated auto exhaust (see Section  9.5),  or  they  used oxidant  concentra-
tions  greater than those  typically found  in ambient air.  Brinkman  et al.
                                   9-173

-------
(1964) exposed pregnant mice to lower concentrations of (L,  but the results of
their experiments are difficult to interpret, because the time of 03 exposure
during gestation and postparturition  was  not specified.  They reported that
                                o
mice exposed  to  196  or 392 ug/m  (0.1 or  0.2 ppm)  of  0- for 7 hr/day and 5
days/week over  3 weeks had normal litter  sizes,  compared with air-exposed
controls.  However, there  was  greater neonatal  mortality in  the  litters  of
0.,-exposed mice,  even  at  the  exposure  level  of 196 ug/m  (0.1 ppm)  of  03
(Table 9-21).  Unfortunately, without more details  on the period of exposure,
it is  impossible  to  ascertain  whether the decreased infant  survival  rate was
due to development  interference  i_n  utero, to a direct  effect on the  pups, or
to a  nutritional deficiency caused by parental  anorexia  or reduced lactation,
or a combination of these effects.   When using a similar experimental  protocol,
                                                  o
Veninga (1967) found that mice exposed to 392 ug/m  (0.2 ppm) of 03 for 7 hr/day,
5 days/week  during  embryplogical  development and  the   3 weeks  after  birth
(total exposure  time not  reported)  had an increased incidence of excessive
tooth growth, although  no statistical evaluation was provided.
     In more  recent  experiments,  Kavlock et al. (1979) exposed pregnant rats
to 03  for  precise  periods during organogenesis.  No significant teratogenic
effects were  found  in  rats exposed 8 hr/day to concentrations of 07  varying
                     o
from 863 to  3861 ug/m.   (0.44 to 1.97 ppm) during  early (days 6 to 9), mid
(days 9  to  12),  or late  (days 17 to 20)  gestation, or the  entire period of
organogenesis (Days 6 to 15).   Continuous exposure of pregnant rats to 2920 ug/
m  (1.49 ppm) of 07 in midgestation resulted in increased resorption of embryos.
                                                                   3
A single dose of 150 mg/kg sodium salicylate followed  by 1960 ug/m  (1.0  ppm)
of 03 during midterm produced a significant synergistic increase in the resorp-
tion rate, a  decrease in maternal  weight change, and a decrease in average fetal
weight.  Exposure  of pregnant  rats  8 hr/day to 862 ug/m  (0.44 ppm)  of  03
throughout the period of organogenesis also resulted in a significant decrease
 in -average maternal weight gain.-
     In a follow-up study, Kavlock et al.  (1980) investigated whether ijn utero
exposure to 03 can affect postnatal  growth or behavioral development.   In con-
trast to the  results of Brinkman et al. (1964), neonatal mortality of rats was
                                       3
not  increased by exposure to 2940 ug/m   (1.5 ppm)  of 0, for  periods of 4  days
                                                                      3
during gestation.   Pups  from litters of  females  exposed to  1960 ug/m  (1.0
ppm) of 03 during mid- (days 9 to 12) or late (days 17 to 20) gestation exhibi-
ted  significant  dose-related  reductions in weight  6 days after  birth.   Pups
                                   9-174

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                                                      TABLE 9-21.   REPRODUCTIVE AND TERATOGENIC EFFECTS OF OZONE
 I
Ul
Ozone
concentration
ug/m3 ppm
196 0.1
392 0.2
862 0.44
2920 1.49
1960 1.0
1960 1.0
2940 1.5
Measurement3 Exposure
method duration and protocol
ND 7 hr/day, 5 days/week
for 3 weeks
ND 7 hr/day, 5 days/week
for 3 weeks
I 8 hr/day over entire
period of organogenesis
(days 6 to 15)
Continuous during mid-
gestation
I Continuous during late
gestation
Continuous during mid-
(day 9 to 12) or late
(days 17 to 20) gestation
Continuous during late
gestation (days 17 to 20)
Observed effect(s) Species
Increased neonatal mortality £4.9 to 6.8% Mouse
vs. 1.6 to 1.9% for controls) .
Unlimited growth of incisors (5.4% incidence Mouse
vs. 0.9% in controls)0.
Decreased average maternal weight gain. Rat
Increased fetal resorption rate (50% vs. 9%
for controls).
Slower development of righting, eye opening, Rat
and horizontal movement; delayed grooming
and rearing behavior.
Average weight reduced 6 days after birth.
3 males (14.3%) were permanently runted.
Reference
Brinkman et al. , 1964
Veninga, 1967
Kavlock et al. , 1979
Kavlock et al. , 1980
            Measurement method:   ND = not described, I = iodometric (Saltzman and Gilbert, 1959).
            No statistical  evaluation.

-------
from the  late  gestation  exposure group were affected to a greater extent and
for a longer period of time after parturition.   In fact, several males exposed
            3
to 2940 ug/m   (1.5  ppm)  of CL during late gestation were  also significantly
slower  in  the  development of  early  movement reflexes and in  the  onset of
grooming and rearing behaviors.  The authors pointed out that it is impossible
to distinguish between prenatal  and postnatal contributions to  the behavioral
effects, because  foster  parent procedures were not  used  to  raise the pups.

9.4.5  Chromosomal and Mutational Effects
9.4.5.1  Chromosomal Effects of  Ozone.   A large portion of the  data available
on the chromosomal and mutational effects of 07 was derived from investigations
                          3
conducted above 1,960 ug/m  (1 ppm) of 0.,, and their relevance to human health
is questionable.  However,  for completeness of the review of the literature,
and for possible insight into the mechanisms by which 0., may produce genotoxi-
city, this discussion will not be limited to data derived from research conducted
at or below  1,960 ug/m  (1 ppm)  of  Ov   Data derived predominantly from i_n
                                                                         3
vitro experiments conducted  at 0., concentrations in excess of 1,960 ug/m  (1
ppm) of 0.,  will  be discussed ,first (Table 9-22), followed by a discussion of
the genotoxicity  data  from both  jjn vitro and ijn vivo  research  conducted at  or
below 1 ppm of 0., (Table 9-23).
     The potential for genotoxic effects  relating to 0^ exposure was predicted
from the  radiomimetic  properties of  0.,.   The  decomposition  of 03 in  water
produces OH  and  H0? radicals, the same  species that are generally considered
to be the  biologically active products  of ionizing radiation.  Fetner  (1962)
reported that  chromatid  deletions were  induced in a time-dependent manner  in
human KB  cells exposed to 15,680 ug/m   (8 ppm)  of 03 for 5 to 25 min.  The
chromatid breaks  were  apparently identical  to those  produced  by x-rays.  A
10-min  exposure  to  8 ppm of 03  was slightly more efficient in the production
of  chromatid  breaks than 50  rad of  x-rays^   Significant mitotic delay was
measured  in  neuroblasts  from  grasshoppers (Chortophaga  viridifaciata)  exposed
to 3500 to 4500 ug/L of 03 in a  closed system (Fetner, 1963).
     Scott and Lesher (1963) measured a  sharp loss of viability with Escherichia
coli as  the  0., concentration was  increased.   Viability was  reduced to zero
when cells were exposed to 1 ug/ml of 0.,.  Damage to cell membranes was evident
by  the  leakage  of  nucleic acids and  other  cellular components from  cells
exposed to 0.18 ug/ml of 0.
                                   9-176

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                                     TABLE 9-22.   CHROMOSOMAL EFFECTS FROM IN VITRO EXPOSURE TO HIGH OZONE CONCENTRATIONS

15,
98,
98,
concentration3
680 ug/m3 (8ppm)
000 pg/ro3 (50 ppm)
000 ug/m3 (50 ppm)
Measurement
method
UKI
MASTd
MASTd
Exposure
duration and protocol
5-25 min
30 min
30 min
Observed effect(s)
Chromatid deletions.
lex mutants deficient in
repair of x-ray- induced
DNA strand breaks were more
sensitive to lethal effects
of 03 than were the wild-type
repair-proficient parental strains
DNA Polymerase I mutant strains
(KMBL 1787, 1789, 1791) were more
Species
Humans KB
cells
Escherichia
coli

E. coli

Reference
Fetner, 1962
Hamelin and
Chung, 1974
Hamelin et al. ,
1977a
vo

M
-J
-J
                                       sensitive  to the cytotoxic effects
                                       of 03,  and DNA was degraded to a
                                       greater extent in the first 3 hr
                                       after 03 exposure than strain KMBL
                                       1788, which contains a normal DNA
                                       Polymerase I.
      98,000 pg/m3 (50 ppm)
MAST"
30 min
Mucoid mutant strains (MQ 100 &
105) obtained by treating MQ 259
with 03 yet having full complement
of DNA repair enzymes were shown
to be more sensitive to 03 and
degraded DNA to a greater extent
than the Ion + (MQ259) strain.
E.  coli
Hamelin et al.,
1977b
      98,000 pg/m3 (50 ppm)
MAST"
up to 3 hrs         15 different DNA repair-deficient
                    strains were tested for sensitivity
                    to the cytotoxic effects of 03; DNA
                    Polymerase I was involved in DNA
                    repair but Polymerases I and II
                    and DNA synthetic genes dna A, B,
                    and C were not; recombinational
                    repair pathways, assayed with rec
                    A and rec B strains, were only
                    partially involved in the repair
                    of 03-induced DNA damage.
                                          E.  coli
                  Hamelin and Chung,
                  1978

-------
                                TABLE 9-22.  CHROMOSOMAL EFFECTS FROM IN VITRO EXPOSURE TO HIGH OZONE CONCENTRATIONS   (continued)
M
^J
CO

°3 a
concentration
0.1 ug/ml [51 ppn]
0.5 ug/rol [255 ppm]
0.18 ug/ml [92 ppm]
1.0 ug/ml [510 ppm]
0.5-6 ug/ml [255-
3061 ppm]
1-10 ug/ml [510-
5100 ppm]
5% [50,000 ppm]
3.5-4.5 ug/ml [1786-
2296 ppm]
2% [20,000 ppm]
8% [80,000 ppm]
Measurement
method
UV
UV
UKI
NBKI
NBKI
NBKI
UKI
e
GPT
Exposure
duration and protocol Observed effect(s)
60 rain (70 ml/min) Preferential degradation of yeast
RNA at the N-glycosyl linkage;
sugar-phosphate linkage was
03 stable.
30 min (330 ml/min) 5-ribonucleotide guanosine
monophosphate was degraded
most rapidly.
ND Release of nucleic acids;
cell lethality.
0-5 min 03 reacts with pyrimidine
bases- from nucleic acids
(thymidine > cytosine >
uracil ).
30 min Cell death and nonspecific
chromosomal aberrations:
shrunken and fragmented nuclei,
clumped metaphase chromosomes
and chromosome bridges.
0-40 min Rapid loss of glycolytic and
respiratory capacity; loss of
tumor igeni city after 20 min.
exposure.
ND Mitotic delay.
3 min Abnormal nuclei; fragmentation.
5, 15, 60 s Rapid degradation of nucleic
acid bases, nucleosides or
nucleotides in 0.05M phosphate
buffer, pH 7.2.
Species
Yeast
E. coli

E. coli

Chick
embryo
fibrob lasts
Mouse
ascites
cell's
Chortophaga
viridifaciata

Am. oyster
ND
Reference
Shiniki et al . ,
1983
Scott and Lesher,
1963
Prat et al. , 1968
Sachsenmaier
et al., 1965
Fetner, 1963
Maclean et al . ,
1973
Christensen and
Giese, 1954
        Not  ranked by air concentration;  listed by  reported  exposure  values and [approximate ppm conversions].
        Measurement method:   MAST = Kl-coulometric  (Mast meter);  N8KI =  neutral buffered potassium  iodide;  UV =  UV  photometry; GPT = gas phase titration;
        UKI  = unbuffered potassium iodide.
       C03 flow rate given in (ml/min), when available.  ND  =  not described.
        Concentrations of 03  were not measured in the  cell suspensions.
       e03 analyzer (Fisher and Porter, Warminster,  PA).

-------
                                            TABLE 9-23.   CHROMOSOMAL EFFECTS FROM OZONE CONCENTRATIONS  AT  OR BELOW 1960 vg/m3 (1 ppm)
VD
vo
03
Concentration
ug/nr1
294
412
1940
451



2548-
14,700


3234-
27.832




3920



392




470-
588





ppm
0.15
0.21
0.99
0.23



1.3-
7.5


1.65-
14.2




2.0



0.2




0.24-
0.3





Measurement3'
method
NBKI


NBKI



NBKI



NBKI





NBKI



MAST
UKI



MAST
UKI





Exposure*"
duration and protocol
5 hr
5 hr
2 hr
5 hr
(in vitro)


ND
(jji vitro)


ND
(in vitro)




5-90 min
(in vitro)


5 hr
(iji vivo)



5 hr
(i_n vivo)

•



*j
Observed effect(s) Species Reference
No effect induced by 03 treatment Mouse Gooch et al.,
on the frequency of chromosome or 1976
chromatid aberrations in Chinese
hamster or mouse peripheral Hamster
blood lymphocytes stimulated with
PHA; no effect on spermatocytes
in mice 8 wk following exposure.
Peripheral blood lymphocytes exposed Human
to 03 in culture 12 hr after stim- lymphocytes
ulation with PHA showed no increase
in chromosome or chromatid aberrations.
Peripheral blood lymphocytes exposed Human
to 03 in culture, 36 hr after PHA lymphocytes
stimulation, showed no change in the
frequency of chromosome or chromatid
aberrations at any concentration
except 7.23 ppm of 03.
No apparent increase in the fre- Human
quency of chromosome or chromatid lymphocytes
aberrations 12 or 36 hr after
PHA stimulation.
Combined exposure to 03 and radi- Hamster Zelac et al.,
ation (227-233 rad) produced an 1971b
additive effect on the number
of chromosome breaks measured in
peripheral blood lymphocytes.
A significant increase in chro- Hamster Zelac et al.,
mo some aberrations (deletions, 1971a
ring dicentrics) in the peri-
pheral blood lymphocytes; in-
creased break frequency was
still apparent at 6 and 16 days
following exposure.

-------
                              TABLE 9-23.  CHROMOSOMAL EFFECTS FROM OZONE CONCENTRATIONS AT OR BELOW 1960 ug/m3 (1 ppm)  (continued)
CO
o
03
Concentration
ug/md
490-
1960
588-
1568
843
3920
1960-
9800
ppo
0.25-
1.0
0.3-
0.8
0.43
2.0
1.0-
5.0
Measurement ' Exposure
method duration and protocol0
UV 1 hr
(in vitro)

UV 8 days,
continuous
(HI vitro)
UV, 5 hr
NBKI (jin vivo)
6 hr
(in vivo)
CHEM 24 hr
NBKI (in vivo)
Observed effect(s) Species Reference
Dose-related increase in SCE fre- Human Guerrero et
quency in WI-38 diploid fibroblasts fibroblasts al., 1979
exposed in culture.
Growth of cells from lung, breast, Human Sweet et al.,
and uterine tumors were inhibited tumor 1980
to a greater degree than IMR-90, cells
a nontumor diploid fibroblast.
Increase In chromatic)- type Hamster Tice et al.,
aberrations in peripheral blood 1978
lymphocytes of 03-exposed hamsters;
Increase in deletions at 7 days
and increase in achromatic lesions
at 14 days after exposure; chromosome-
type lesions were not significantly
different; no chromosomal aberrations
in bone marrow lymphocytes; no change
in SCE frequency in peripheral blood
lymphocytes.
No change in SCE frequency in peri- Mouse
pheral blood lymphocytes.
Variable decrease in the molecular Mouse Chaney, 1981
weight of ONA from peritoneal exu-
date cells of 03 exposed mice
becoming significant at 5 ppm;
significant induction of single-
strand breaks at 5 ppm.
         Measurement method:  MAST = Kl-coulometric (Mast meter); NBKI = neutral buffered potassium iodide; UV = UV photometry
         Calibration method:  UKI = unbuffered potassium iodide; NBKI = neutral buffered potassium iodide.
         CNO = not described.
          Abbreviations used:  PHA = phytohemagglutinin; SCE = sister chromatid exchange.

-------
     The molecular mechanism for the clastogenic and lethal effects resulting
from (L exposure  are  not precisely known.  Bubbling 8  percent 03 through a
phosphate buffer  solution  (0.05M,  pH  7.2) containing DNA caused an immediate
loss in absorption at 260 nm and an increase in the absorption of the solution
at wavelengths shorter  than  240 nm (Christensen and Giese, 1954).   A similar
rate of degradation was observed with  RNA and the individual purine and pyrim-
idine bases, nucleosides,  and  nucleotides.   In a more recent report,  Shiniki
et al.  (1983) examined  the degradation of a mixture of 5'  nucleotides, yeast
t-RNA or  tobacco mosaic virus  RNA with 0- (0.1 to  0.5  mg/L).  The guanine
moiety was  found  to be  the most 0.,-labile among the  four nucleotides, whether
the guanine was  present as free guanosine monophosphate or incorporated into
RNA.  The  sensitivity to degradation  by  03  among  the  four nucleotides was
found to be,  in  decreasing order,  GMP  >  UMP  > CMP > AMP  (GMP = guanosine
monophosphate, U  =  uridine,  C  = cytidine, A = adenosine).   Even after exten-
sive ozonolysis of yeast t-RNA (0.5 yg/ml, 30 min) and substantial degradation
of the guanine moieties,  the RNA migrated as a single band on polyacrylamide
gels.   The  band  exhibited  the  same mobility  as the  intact  t-RNA,  indicating
that although the glycosidic bond between the sugar and the base is OVlabile,
the sugar-phosphate backbone was intact and extremely stable against 0^.  Prat
et al. (1968)  investigated the reactivity of  the  pyrimidines  in  E^ coli  DNA
with 0.,  (0.5 to  6 mg/L,  0 to  5 min)  and  radiation.   Ozone preferentially
reacted with thymidine,  then with  cytosine and  uracil,  in  decreasing  order of
reactivity.  The results are slightly different from those reported by Shiniki
et al. (1983) in  that the  reactivity with uracil and cytidine  are  in  reversed
order.
     There  is evidence  that  single-strand breaks  in  DNA  may contribute  to the
genotoxic effects  of  0,.   Radiosensitive lex mutants of E^ coli,  which were
known to be defective in  the repair of x-ray-induced single-strand breaks in
DNA, were found to be significantly more sensitive to the cytotoxic effects of
Oo  than  the repair-proficient  parental strain  (Hamelin and  Chung,  1974).
     In an  effort to  investigate the nature of the 0.,-induced lesion in DNA,
Hamelin  and co-workers investigated the  survival  of  bacterial strains with
known defects in  DNA  repair.   Closely  related  strains  of  g^ coli K-12 with
mutations in DNA polymerase I were shown to be more sensitive to the cytotoxic
effects of  0_  than the DNA polymerase  proficient  (pol  +)  strain  (Hamelin et
al., 1977a).   Polymerase  I-deficient  strains also  exhibited  an extensive
                                   9-181

-------
degradation of DMA in response to 0- or x-ray treatment.   The authors concluded
that DMA polymerase I plays a key role in the repair of lesions produced in E^
coli DNA by (L and that the unrepaired damage was responsible for the enhanced
degradation of DNA and the enhanced cell  killing observed in the pol- mutants.
This interpretation of the data may not be entirely correct, because an enhanced
degradation of  DNA and an increased  sensitivity  to  cell  killing were  also
observed in a Ion  mutant  strain  of  E^ coli K-12  (Hamelin et  al., 1977b).   The
Ion mutant appears  to have a full  complement  of DNA repair enzymes.   With
these mutants,  there  may  be  an enhanced  DNA  repair activity  (evidenced  by  the
extensive  degradation of DNA),  and the  enhanced activity  of  the  Ion gene
products was thought to be responsible for the increased cell killing observed
with these strains when they were exposed to 0.,.
     Although DNA  polymerase I  was shown to be  involved  in the repair of
Oo-induced DNA  damage (Hamelin  et  al. ,  1977a),  £_._  coli cell  strains with
mutations  in  DNA  polymerase  II  or  III were not found to be more sensitive to
0-  than  the wild-type,  suggesting  that these enzymes are not involved  in the
repair of  DNA damaged by (k (Hamelin and Chung, 1978).  Mutant strains of £_._
coli with  defects  in  DNA  synthesis  (DNA  A, B,  C,  D,  and G)  showed  no  enhanced
sensitivity to CL.  Therefore, the  DNA gene products are probably not involved
in  the  repair of  03  damage.   Recombinational  repair  mutants,  rec A  and  rec B,
only showed a slightly increased sensitivity to 0^ than the wild-type,  suggest-
ing that the  rec  gene products  are only partially involved  in  the  repair  of
0~-induced DNA lesions (Hamelin and Chung, 1978).
     Other effects  have  been observed than those described  above on bacteria.
In  the  commercial  American oyster exposed to 0~-treated sea  water  (MacLean et
al., 1973), fertilization occurred  less readily and abnormal nuclei (degenera-
tion, fragmentation) were observed  approximately twice as frequently.   Sachsen-
maier et al.  (1965) observed a rapid  loss of glycolytic and  respiratory capacity
and subsequent  loss  of tumorigenicity in mouse ascites cells treated  with  0~.
These authors also reported  that chicken embryo  fibroblasts exposed to 03 (1
to  10 ul/ml)  for  30  min  exhibited nonspecific  alterations  in cells  resembling
those seen after  x-ray damage,   including shrunken nuclei,  clumped  metaphase
chromosomes,  arrested mitosis,  chromosome  bridges  and  fragmented nuclei.
     In the studies described up to this point, the  investigators have  predomi-
nantly  examined the  i_n vitro effects  of extremely high 0-  concentrations  on
biological systems or biologically important  cellular components.   Although
                                   9-182

-------
these  investigations  may  be important for the  elucidation  of the types of
damage or responses that might be expected to occur at lower (L concentrations,
the most  relevant data on  the  genotoxicity  of 0- should be  obtained from
                                                                   3
investigations where  the  0- concentration did not exceed 1960 ug/m  (1 ppm).
Research conducted at or  below  1 ppm  of 0- will be presented  below  (See Table
9-24).
     Several investigators have examined the  i_n vivo cytogenetic effects of CL
in rodents  and  human  subjects.   Until the reports of Zelac  et al.  (1971a,b),
the toxic effects  of  0~ were generally assumed to be confined to the tissues
directly in contact with  the gas, such as the  respiratory epithelium.  Due to
the highly  reactive nature  of 0.,,  little systemic absorption was predicted.
Zelac, however,  reported  a  significant increase in chromosome aberrations in
                                                                       3
peripheral   blood  lymphocytes  from  Chinese hamsters exposed  to 392 ug/m  (0.2
ppm) for 5  hr. Chromosome breaks, defined as  the sum of the  number of deletions,
rings  and dicentrics, were  scored  in lymphocytes collected  immediately after
(L exposure and  at 6  and 15 days postexposure.  At all sampling times, there
was an increase in the break frequency (breaks/ cell) in the 03-exposed animals
when compared with nonexposed control  animals.  Zelac  et al.  (1971b)  reported
that CL was additive  with radiation  in the  production of chromosome  breaks.
Both 03 and radiation produced  chromosome breaks  independently  of each other.
Simultaneous  exposure  to 0.2 ppm of  0~  for  5 hr and  230 rad of radiation
resulted in the  production  of 40 percent more breaks than were expected from
either agent  alone and  70 percent of  the  total  number  of breaks expected  from
the combined  effects  of the two agents,  if  it was assumed  that the effects
were additive.
     Chaney (1981) investigated the effects of 0., exposure on mouse peritoneal
exudate cells  (peritoneal  macrophages) stimulated  by  an i.p.  injection  of
glycogen.    Mice  were  subsequently exposed by inhalation  to  1960 or  9800 ug/m
(1 or  5 ppm) of 0., for 24 hr.  A significant reduction in the average molecular
weight of  the DNA was  observed in the peritoneal exudate  cells  from mice
                    3                                                      3
exposed to  9800  ug/m   (5 ppm) of 03 but not in animals exposed to 1960 ug/m
(1 ppm) of  03 for 24 hr.  The reduction in the average molecular weight of DNA
in 03-exposed animals  indicated the induction of single-strand breaks in the
DNA.   It should  be noted,  however, that the alkaline sucrose gradient method
of determining  the  average  molecular weight of the DNA does not discriminate
between the frank strand-breaks in  DNA, produced  as  a  direct  effect of the 03
treatment,  and  the  induction of alkaline-labile  lesions in DNA by  03, which
                                   9-183

-------
                                                            TABLE 9-24.   MUTATIONAL  EFFECTS  OF  OZONE
M
oo
03
concentration
ug/m3
196
58,800
98,000
ppra
0.1
30
50
. Measurement
method
MAST
NBKI
UV
Exposure .
duration and protocol
60 tnin
(2.1 ml/rain)
3 hr
30 min
(2.1 ml/min)
Observed effect(s)
Various mutated, growth factor auto-
trophic states, were recovered; mutant
strains differed from parental strains
in sensitivity to UV light and excessive
production of capsular polysaccharide.
Induction of a dominant lethal muta-
tion during stages of spermatogenesis;
sperm were found to be twice as sen-
sitive as earlier stages.
Radiation-sensitive mutant strains
defective in repair of single strand
Species
Escherichia coli
(MQ 259)
Drosophi la
virilis
Saccharomyces
cerevisae
Reference
Name! in and
Chung, 1975a
Erdman and
Hernandez, 1982
Dubeau and
Chung, 1979
                                            (rad 51) and double strand  (rad  52)
                                            DNA breaks were more  sensitive to
                                            03 cell killing than  either the
                                            wild-type or the UV light repair
                                            deficient strain (rad 3); recom-
                                            binational repair-deficient strain
                                            (rad 6) was moderately sensitive
                                            to 03.
    98,000    50
UV
                       30 min
Induction of forward mutations at 2
loci of adenine biosynthesis (strain
C16-11C); induction of reversion
mutation at 6 genetic loci (strain
XV 185-14C); induction of intra-
genic and intergenic recombinational
mutants (strain 07); 03 was 20-200x
less mutagenic than equitoxic expo-
sures to UV light,  x-rays, or MNNG.
Saccharomyces
cerevisae
Dubeau and
Chung, 1982
     Measurement method:  MAST = Kl-coulometric (Mast meter);  NBKI  = neutral buffered potassium  iodide;  UV  =  UV  photometry
     03 flow rates given in (ml/min), where available.

-------
would be converted to strand breaks under the alkaline condition of the assay.
Although these  experiments  do not prove that  0-  exposure can cause strand
                                                                 3
breaks in DNA,  they  do indicate an (L effect on DNA at 9800 ug/m  (5 ppm) of
03 for 24 hr.
     Because of the  importance  of the reports by Zelac et al.  (1971a,b) that
indicated that significant levels of chromosome aberrations in Chinese hamster
peripheral  blood lymphocytes collected as late as 15 days after 0, exposure by
inhalation,  Tice et  al.  (1978)  tried to repeat the  experiments  of Zelac as
closely as  possible.   Chinese hamsters were exposed to 843 (jg/m  (0.43 ppm) of
0, by  inhalation for 5 hr.  The authors  investigated chromatid and chromosome
aberrations  in  peripheral blood  lymphocytes and bone marrow  of  control  and
0,-exposed  animals immediately  after exposure and at 7 and 14 days after  03
exposure.  They also investigated the sister chromatid exchange (SCE) frequency
in peripheral  blood  lymphocytes of Chinese hamsters.   In separate experiments,
SCE frequencies in C57/B1 mice exposed to 2 ppm of 0, for 6 hr were examined
in peripheral  blood  cells collected  from  the  animals immediately after 03
exposure and at 7 and 14 days after 0, exposure.
     The authors reported no  significant increase  in the  SCE frequency of  the
0.,-exposed  hamsters  or mice  at any  sampling time,   nor  did they observe  a
significant increase in the  number of chromosome aberrations of phytohemagglu-
tinin (PHA)-stimulated peripheral blood or bone marrow cells.   The only report-
ed statistically  significant differences were  observed  in peripheral  blood
lymphocytes, in which there  was an increase in the number of chromatid deletions
and achromatic lesions in the 7- and 14-day samples, respectively.  Both types
of chromatid aberration  were  observed at consistently higher  frequencies  in
the blood samples of the  0,-exposed  animals, frequently  in the range of  50 to
100 percent increases over the control values.   Statistically significant dif-
ferences were assigned at the 1 percent level  of significance.   It is  not
clear how a slightly more rigorous evaluation of significance (e.g., p < 0.05)
would have  influenced the interpretation of the data.
     Although both Zelac et al. (1971a,b) and Tice et al. (1978) reported sig-
nificant increases in  chromosome  aberrations in peripheral blood lymphocytes
following 5-hr exposures to 392 to 843 (jg/m  (0.2 to 0.4 ppm) of 0.,, the types
of lesions  observed  in the  two studies  were  clearly different.  Tice et al.
observed chromatid-type lesions and no increase in the chromosome aberrations,
whereas Zelac et al.  reported a significant increase in the number of chromosome
                                   9-185

-------
aberrations.   There were a number of differences in the experimental  protocols
that may have produced the seemingly different results:

     1.    The animals  were exposed to different  concentrations  of (L.
          Zelac et al.  (1971a) administered 470 to 590 |jg/m3 (0.24 to 0.3
          ppm) of  0,  to  Chinese hamsters for  5 hr, whereas Tice et al.
                                                             3
          (1978) exposed animals to an atmosphere of 840 ug/m  (0.43 ppm)
          of 0, for 5 hr.
     2.    Zelac stimulated peripheral  blood lymphocytes into DNA synthesis
          with pokeweed  mitogen, which is mainly  a B-lymphocyte mitogen.
          In  the  experiments of Tice  et al.  (1978),   lymphocytes  were
          stimulated with  PHA,  which  is  a T-lymphocyte mitogen (Ling and
          Kay, 1975).
     3.    Zelac cultured lymphocytes with the mitogen  ui vitro for 3 days
          (72 hr), whereas Tice et  al. cultured  lymphocytes with mitogen
          for 52 hours.

Because of the  longer incubation time with the mitogen in the experiments of
Zelac et al.  (1971a),  lymphocytes  may have converted  chromatid type aberra-
tions,  like  those  reported by Tice  et  al.  (1978),  into chromosome  aberrations
with another  round of  DNA  synthesis.   Because  the experiments of Zelac  et al.
and Tice et al. were conducted with peripheral blood lymphocytes stimulated by
two different mitogens  (pokeweed vs.  PHA),  the cytogenetic  consequences of 0.
exposure were examined in different populations of lymphocytes.   If one of the
populations of  lymphocytes was  more sensitive  to  0, than  the  other,  different
cytogenetic responses  could  be  expected when PHA was  used as a mitogen, com-
pared with the results with the  use of polkweed mitogen.
     There is  evidence that  the B-lymphocyte may  be more  sensitive to 0-  than
the T-lymphocyte.  Savino  et al. (1978) measured the  effects of 0,  on  human
cellular and humoral immunity by measuring  rosette formation with  human lympho-
cytes (See Chapter 10).   Rosette formation  measures the  reaction of  antigenic
red  cells  with surface  membrane sites on  lymphocytes.  Different antigenic
RBCs are used to distinguish  T-lymphocytes  from B-lymphocytes.  Rosette forma-
tion with  B-lymphocytes  was  significantly  depressed  in  eight human  subjects
exposed to 784 |jg/m  (0.4 ppm)  of 0- by  inhalation for 4  hr.  A similar inhibi-
tion of rosette formation was  not  observed with  T-lymphocytes  from  the same
                                   9-186

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subjects.   The  depressed B-cell  responses  persisted for 2 weeks  after 03
exposure,  although  partial  recovery to the pre-exposure  level  was evident.
     It cannot be  stated with any certainty how  the  differences  in the 0-
exposure,  the choice  of  mitogen,  and the length  of the mitogen exposure may
have contributed to the  differences in the results reported by Zelac et al.
(1971a,b)  and by Tice et al.  (1978).  There are sufficient differences  in the
experimental  protocols of the two reports so that the results  need not be con-
sidered directly contradictory.
     An assumption that is made in all  of the reports in which lymphocytes are
stimulated with mitogens  is  that the lymphocytes from the (L-exposed animals
and the control  animals are equally sensitive to the mitogenic stimulus.  This
assumption is probably not  correct, because in investigations by Peterson et
al. (1978a,b) the proliferation of human lymphocytes exposed to PHA was signi-
ficantly suppressed in blood samples taken immediately after the subjects were
                    o
exposed to 784 |jg/m   (0.4 ppm)  of (L for 4  hr  (See 10.7).  Other reports have
suggested that 0.,  might  inhibit or  inactivate  the PHA receptor  on  lymphocytes
(see Gooch et al.,  1976).  Because the ability  to  measure  chromosome aber-
rations in mitotically arrested cells is absolutely dependent on the induction
of GO  or G,  cells  into the cycling  state, cells exposed to sufficient concen-
trations of  0, would  not be  stimulated  to divide, and hence no  0^"induced cy-
togenic effects would  be observed in activated cells.  In their report, Tice
et al.  (1978) stated  that the  lymphocytes of the 0.,-exposed animals in their
experiments  "did tend  to be worse than those  from  controls."  Only a small
difference in the number of responding lymphocytes could make large differences
in  the results  of the experiments  if  0.,-damaged lymphocytes were  selected
against in the cytogenetic investigations.
     In other investigations  with rodents,  Gooch et al. (1976) analyzed bone
                                                        3
marrow samples from Chinese hamsters exposed to 451 pg/m  (0.23 ppm) of 0^ for
5  hr.   Marrow samples were taken at 2, 6,  and 12 hr  following  0,  exposures.
                                                                      3
In separate  experiments, male CLM mice  were exposed  to  294 or 412  ug/m   (0.15
                                              o
or  0.21 ppm) of 03 for  5 hr,  or to 1940 ug/m  (0.99 ppm) of  03  for 2 hr.
Blood  samples were drawn from these animals at various times for up to 2 weeks
following 03 exposure.   The mice were killed 8 weeks following 03 exposure, and
spermatocyte preparations were  made and analyzed  for reciprocal translocations.
Data from the Chinese hamster bone marrow samples and the mouse leukocytes in-
dicated that there was no effect induced by 03 treatment on the frequency of
                                   9-187

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chromatid or chromosome aberrations, nor were there any recognizable reciprocal
translocations in the primary spermatocytes.
     Several investigators have  examined  the effects of 0, on human cells j_n
vitro.   Fetner (1962)  observed  the induction of chromatid deletions in human
KB cells exposed to  15,680 pg/m3  (8 ppm) of  03  for 5 to 25 min.  Sweet et al.
(1980) reported that the growth of  human cells  from breast, lung, and uterine
tumors was  inhibited by  exposure to 588 to 1568 pg/m  (0.3 to 0.8 ppm) of 03
for 8 days in culture.
     Guerrero et al.  (1979) performed SCE analysis on diploid human fetal lung
cells (WI-38) exposed to 0, 490, 980,  1470, or 1960 ug/m3 (0,  0.25,  0.5,  0.75,
or 1.0 ppm)  03  for 1 hour _iri vitro.  A dose-related increase in the SCE  fre-
quency was observed  in the WI-38 human fibroblasts exposed to 03-   In the same
report, the  authors  stated that no significant increase in the SCE frequency
over control values was observed in peripheral blood lymphocytes from subjects
exposed to  03 by inhalation  (Chapter  10).  Unless the  lymphocyte is  intrinsi-
cally less  sensitive to the  induction of SCE by 0- than the WI-38 human  fetal
lung fibroblast, the results indicate that exposure of human subjects to 980
ug/m  (0.5  ppm)  of 03  for 2  hr  did not result in a sufficiently high con-
centration of 03 or  03 reaction products in the circulation to induce an in-
crease in the SCE frequency in the lymphocytes.  From the authors'  data on the
induction of  SCE in  WI-38 cells, the  concentration of 0,  required  to  induce
                                            3
SCE in human cells  is approximately 490 pg/m  (0.25 ppm) for 1 hour.
     Gooch et al.  (1976) also investigated the effects of 03 exposure on human
cells ui vitro.  In  these experiments, lymphocytes were  stimulated  with PHA
for  12  or  36 hr before the 03 exposure to obviate the potential  problems of
0- inactivation of the PHA receptor.  Human  leukocyte cultures were exposed to
         3
3920 ug/m   (2  ppm) of 0,  for various lengths of  time  to  accumulate  total 0,
                                       3
exposure doses of  3234 to 27,832 ug/m  per  hour  (1.65 to  14.2  ppm/hr).   The
results  showed no  increase in the chromatid  and chromosome aberrations at any
total  dose,  with  the possible exception of  an apparent spike  in chromatid
aberrations at a total exposure of 14,170 (jg/m  (7.23 ppm/hr).  The significance
of this observation  is unclear because the data showed no dose-response  increase
in the number of chromatid aberrations at concentrations near 7.25 ppm/hr, and
the authors  did  not  report how,  or indeed if, the data were  statistically
evaluated for differences  in chromatid aberrations.
     In  summary, _i_n  vitro  03 exposure has  been shown to produce toxic  effects
on cells  and cellular  components  including the genetic material.  Cytogenetic
                                   9-188

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toxicity has been  reported  in cells in culture  and  in cells isolated from
animals if 0- exposure has occurred at sufficiently high levels and for suffi-
ciently long periods.
9.4.5.2  Mutational Effects of Ozone.  The mutagenic  effects of Q~ have  been
investigated in surprisingly  few  instances  (Table 9-24).   No publication to
date has investigated the mutagenic effects  of 0- in  mammalian cells.
     Sparrow and Schairer  (1974)  measured an increase in  the frequency,  over
the background  level,  in the  induction of pink  or colorless mutant cells or
groups of cells  in petal and/or stamen hairs  of mature flowers of various
blue-flowered Tradescantia.   No 03 concentration was  reported in this  publica-
tion.
     §^ coli, strain MQ 259, were mutated to various  growth factor auxotrophic
states,  including  requirements for  most  common  amino acids, vitamins, and
                                                                           3
purines and pyrimidines  (Hamelin and Chung,  1975a).   Ozonated air  (196 ug/m  ,
0.1 ppm) was passed through the bacterial suspensions at  a rate of 2.1 L/min
for 30 min.  Many  of the 0~-induced mutant  strains were either more or less
sensitive to UV light  than  the parental strain.   Other  mutant strains, called
mucoid mutants,  had apparent  defects in DNA repair pathways and were  charac-
terized (Hamelin and Chung, 1975b)  as producing  excessive  amounts  of capsular
polysaccharide.
     Erdman and Hernandez (1982) investigated the induction of dominant lethal
                                                       3
mutations in Drosophila  virilis  exposed  to  58,800 ug/m  (30 ppm) of 0- for 3
hr. 0- induced dominant  lethal mutations at various stages of spermatogenesis.
The sperm-sperm  bundle stage  was the most sensitive  to 0.,,  and the meiotic
cells were the  least sensitive.
     Dubeau and  Chung  (1979,  1982) have investigated the  mutagenic and cyto-
toxic  effects  of 0- on  Saccharomyces cerevisae.   Several  different strains
were utilized  to investigate  forward, reverse, and recombinational mutations.
                   3
ozone  (98,000  ug/m ,  50  ppm;  30 to  90 min)  induced a variety of  forward and
reverse mutations  as well as  gene  conversion and mitotic crossing-over.  Both
base-substitution  and  frame-shift mutations  were induced  by 0_.   Ozone  was
shown  to be more recombinogenic  than mutagenic in yeast, probably  as a result
of  the induction  of  strand breaks  in DNA,  either directly  or indirectly.
     In the investigation of Dubeau and Chung  (1982), the mutagenic potency of
                3
0-  (98,000 ug/m  , 50 ppm; 30 to 90 min) was compared with other known mutagens.
                                               2
The positive controls  were UV light (1.54 J/m  per  second,  1-min  exposure),
N-methyl-N'-nitrosoguanidine  (MNNG)  (50  ug/mL, 15 min), or x-rays (2 kR/min,
                                   9-189

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40 min).   By comparing the induced  mutation  frequency at similar cellular
survival levels for 0"3, MNNG,  UV light, and x-rays, it was shown that 0"3 was a
very weak  mutagen.   Induced mutation  frequencies  were generally 20 to  200
times lower for 0- than for the other three mutagens.
     In  summary,  the mutagenic properties of  0-  have been demonstrated  in
procaryotic  and  eucaryotic cells.   Only  one  study,  however,  (Hamelin and
Chung, 1975a, with E^ coli) investigated the mutagenic effect of 0., at concen-
trations of  less  than  1 ppm.   The results clearly  indicate that if cells  in
culture are exposed to sufficiently high concentrations of 03 for sufficiently
long periods, mutations will result.   The relevance of the presently described
investigations to  human or  even other  mammalian mutagenicity  is  not apparent.
Additional  studies  with  human  and other mammalian cells  will  be required
before  the  mutagenic potency  of CL toward these  species  can be determined.

9.4.6  Other Extrapulmonary Effects
9.4.6.1   Liver.   A  series  of studies reviewed by Graham et al. (1983a) have
shown that  03  increases drug-induced sleeping time in animals  (Table  9-25).
The  animal  was injected with  the  drug  (typically  pentobarbital), and the time
to the  loss of the  righting  reflex  and the  sleeping  time  (time  between  loss
and  regaining  of  the righting reflex)  were measured.   Because the  time to  the
loss of the  righting reflex was very rarely altered in the experiments described
below,  it  will  not be discussed  further.  Animals  awake  from pentobarbital-
induced sleep, because liver xenobiotic metabolism transforms the drug into an
inactive  form.  Therefore,  this response is interpreted as an extrapulmonary
effect.
     Gardner et al.  (1974) were the first to observe that 03 increases pentobar-
bital-induced  sleeping  time.   Female CD-I mice were exposed for 3 hr/day  for
                           3
up to  7 days to 1960  |jg/m  (1.0  ppm)  of 03 and  the  increase was found on
days 2  and  3 of exposure, with the greatest response occurring on day  2.    Com-
plete tolerance did  not occur; when mice were  pre-exposed (1960  |jg/m , 1.0 ppm;
3 hr/day  for 7 days) and  then  challenged  with a  3-hr exposure  to 9800 ug/m
(5.0  ppm)  on the eighth  day,  pentobarbital-induced sleeping time increased
greatly.
     A  series  of  follow-up studies was conducted to  characterize the  effect
further.   To evaluate female  mouse strain  sensitivity, one outbred (CD-I) and
two  inbred (C57BL/6N and  DBA/2N)  strains were  compared (Graham  et al., 1981).
                                   9-190

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TABLE 9-25.   EFFECTS OF OZONE ON THE LIVER
Ozone .
concentration Measurement ' Exposure
Mg/ffl3 ppra method duration and protocol Observed effects(s)
196- 0.1- CHEH 3 hr/day, Increase in pentobarbital-i nduced
9800 5 GPT 1-17/days sleeping time with following expo-
sure regimens; 0.1 ppro, 15 or 16 days;
0.25 ppm, 6 or 7 days; 0.5 ppm,
2 or 3 days; 1 ppm, 1, 2, or 3 days;
5 ppm, 1 day. No effects at days
before or after days given above.
588 0.3 UV 3 hr No effect on liver reduced ascorbic
acid levels.
1470 0.75 NBKI 3 hr No effect on hepatic benzo(a)pyrene
5880 3 hydroxylase activity.
vo 19,600 10
10 1600 0.82 UV 4 hr • Decrease in hepatic reduced ascorbic
t-1 (max) (max) (max) acid content. Actual exposure regi-
mens not reported, only maximal
levels given.
1960 1 NO 3 hr/day Increase in pentobarbital-i nduced
sleeping time after 2 or 3 days,
but not other days (up to 7 days).
No tolerance to a challenge of 03
(9800 Mg/
-------
                                                   TABLE 9-25.  EFFECTS OF OZONE ON THE LIVER  (continued)
Ozone
concentration
ug/m^
1960
1960
ppm
1
1
Measurement '
method
CHEM
GPT
CHEM
GPT
Exposure
duration and protocol
5 hr/day,
1,2,3 or
4 days
5 hr
Observed effects(s)
Increase in pentobarbi tal-induced
sleeping time at 1,2, and 3 days,
decreased with increasing days of
exposure. 24-hr postexposure for
each group, no effects occurred.
Increase in hexobarbital- and thiopen-
tal- induced sleeping time and zoxazo-
Species
Mouse
(female)
Mouse
(female)
Reference
Graham et al. ,
1981
Graham et al . ,
1982a
VD
NJ
                                            1 amine-induced paralysis time.  Pre-
                                            treatment with mixed function oxidase
                                            inducers (phenobarbital, pregneolone-
                                            16a-carbonitrile, and p-naphthofla-
                                            vone, but not pentobarbital) decreased
                                            phenobarbital-induced sleeping time in
                                            CD-I mice, and 03 increased the sleeping
                                            time in all groups.  Pretreatment with
                                            inhibitors (SF525A, piperonyl butoxide)
                                            reduced the sleeping time, but 03 increa-
                                            sed the sleeping time, with the magnitude
                                            of the increase becoming larger as the
                                            dose of inhibitor was increased.
     1960
     9800
CHEM
GPT
5 hr
3 hr
No effect on hepatic cytochrome
P-450 concentration, aminopyrine
N-demethylase,  or p-nitroanisole
0-demethylase activities.   Aniline
hydroxylase activity increased at
5 ppm (3 hr) and at 1 ppm (5 hr/day
x 2 days).   No change in liver
to body weight ratios.
  House
(female)
Graham et al. ,
1982b

-------
                                                    TABLE 9-25.   EFFECTS  OF  OZONE ON THE LIVER  (continued)
vo
U)
Ozone
concentration
pg/m3 ppra
1960 1
9800 5
1960 1
3920 2
Measurement** Exposure
method duration and protocol Observed effects(s) Species
CHEM 5 hr At 1 ppm: 71% Increase in plasma Mouse
GPT half-life of pentobarbital, decrease (female)
(p = 0.06) in slope of clearance curve.
At 5 ppm: 106% increase in plasma
half-life of pentobarbital; decrease
in slope of clearance curve; no
effect on concentrations of pen-
tobarbital in brain at time of
awakening; no change in type of
pentobarbital metabolites in
serum/or brain.
NO 90 min No effect on hepatic cytochrome Rabbit
P-450 concentration.
UV 8 hr/day Supplementing or depriving rats of Rat
vitamin E or selenium altered the
03 effect. 03 caused changes in
several in vitro enzyme activities
in the iTver and kidney (see text).
Reference
Graham 1979;
Graham et al . ,
1983, 1985
Goldstein
et al . , 1975
Reddy et al . ,
1983
    aMeasurenient method:
     Calibration method:
CHEM = gas-phase chemiluminescence; NBKI = neutral buffered potassium iodide; UV = UV photometry; NO = not described
GPT = gas phase titration

-------
                3
Ozone (1960 (jg/m  , 1.0 ppm  for 5 hr)  increased pentobarbital-induced  sleeping
time in all  strains.   To determine whether this effect was  sex- or species-
specific,  male and female CD-I mice,  rats, and hamsters were exposed  for  5  hr
to  1960 (jg/m  (1.0 ppm) of 03  (Graham et al., 1981).  The  females  of all
species exhibited an increased pentobarbital-induced sleeping time.  Male mice
and  rats were  not affected.  Male hamsters had an increase in sleeping time,
but  this  increase was less (p =  0.075) than the  increase  observed  in the
females.   Thus, the  effect  is not specific to  strain of mouse or to three
                                  ^
species of animals, but it  is sex-specific, with females being more susceptible.
                                                 3
Female CD-I  mice  were  exposed to 196  to 9800 (jg/m   (0.1 to  5.0 ppm) of 0, for
                                                                            3
3 hr/day for a  varying number of days  (Graham et  al., 1981).  At  1960 |jg/m
(1.0 ppm), effects were  observed  after 1, 2, or 3 days of exposure, with the
                                                 3
largest change  occurring on  day 2.   At 980 (jg/m   (0.5  ppm),  the greatest
increase in  pentobarbital-induced  sleeping time was  observed on day 3, but  at
        3
490  (jg/m   (0.25  ppm),  6 days of exposure were required to cause an increase.
At  the lowest  concentration evaluated  (196 (jg/m3, 0.1 ppm), the increase was
only observed at days 15 and  16 of exposure.   Thus, as the concentration  of 0-
was  decreased,  increasing  numbers  of daily 3-hr exposures  were  required to
significantly increase pentobarbital-induced sleeping time.  Once  the maximal
effect occurred,  increasing the  number of exposures  resulted in a diminution
of  the effect.   Generally,  effects were observed  around an approximate C X T
(concentration, ppm  x  time, hr) value  of 5.   Also, CD-I female mice were ex-
                                                              3
posed to four different concentrations  of 0, (1960 to 196 ng/m » 1-0  to 0.1 ppm)
for  5  to  20 hr continuously  in a fashion yielding a  C x T value of 5  (Graham
et  al., 1981).   All  regimens increased  pentobarbital-induced  sleeping time.
The  time  to  recovery was examined in mice exposed to 1960 (jg/m  (1.0  ppm)  of
0-  for 5  hr/day.   Recovery was complete within 24 hr after exposure,  whether
exposure was for 1, 2, or 3 days.
     To determine  whether  the previous  responses  were  specific to pentobar-
bital, other drugs with known  and different mechanisms for termination  of
                                                         3
action were  used  in CD-I female mice  exposed to 1960  (jg/m   (1.0 ppm)  of 0,  for
5  hr (Graham et al., 1982a).  Ozone  increased sleeping time induced  by hexo-
barbital  and thiopental  and  paralysis  time  induced  by zoxazolamine.   Within
the  liver,  pentobarbital and  hexobarbital  metabolism is  more related  to cyto-
chrome  P-450 than to  cytochrome  P-448-dependent  activities.   Zoxazolamine
metabolism  is  more  related to cytochrome P-448  than to cytochrome  P-450.
                                    9-194

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Other major differences  in  the nature of the metabolism (i.e.,  aliphatic vs.
aromatic) also exist  between  these three drugs.  In contrast to  the above,
sedation from thiopental  is terminated because  of drug  redistribution.  Thus,
it would appear that  0- might  affect  some aspects of both drug redistribution
and metabolism.   Although there are different mechanisms involved  in hexobarbital,
zoxazolamine,  and pentobarbital  metabolism,  it is possible that some common
component(s) of metabolism may have been altered.
     CD-I female mice were pretreated with mixed-function oxidase  inducers and
inhibitors with partially characterized mechanisms  of  action to  relate any
potential differences in the effect of 0, to differences in the  actions  of the
agents.   Mice were  exposed  to 1960 ug/m  (1.0  ppm)  of 0, or air  for 5 hr
before  measurement  of pentobarbital-induced  sleeping  time (Graham et  al.,
1982a).   Again, the effect  of  0- was  observed,  but mechanisms were  not  eluci-
dated.
     The effect of  0- on hepatic mixed-function oxidases in CD-I  female mice
was evaluated in  an attempt to relate to  the  sleeping  time studies  (Graham et
al.,  1982b).  A 3-hr  exposure to  concentrations  of 0,  as  high as  9800  ug/m
(5.0  ppm) did not change  the  concentration  of cytochrome  P-450 or  the activi-
ties of related enzymes (aminopyrine N-demethylase or p-nitroanisole 0-demethy-
                                                              3
lase).  However,  this exposure regimen and another (1960  ug/m  ,  1.0 ppm, 5
hr/day  for  2  days)  increased  slightly the activity of another mixed-function
oxidase, aniline  hydroxylase.   Goldstein et al. (1975) also found no effect of
                               3
a  90-min  exposure to  1960 ug/m  (1.0 ppm)  of 0-  on liver cytochrome P-450
levels  in rabbits.  Hepatic benzo(a)pyrene hydroxylase  (another mixed-function
oxidase)  activity of  hamsters was unchanged  by  a  3-hr exposure  to up  to
19,600  ug/m3 (10  ppm) of QS (Palmer et al., 1971).
      Pentobarbital pharmacokinetics in female CD-I mice were also examined.  A
3-hr  exposure to  9800 ug/m  (5.0  ppm)  of 03  did  not affect brain  concentra-
tions of  pentobarbital  at time of  awakening,  even  though sleeping time was
increased (Graham et  al.,  1985).   Therefore,  it appears that  03 did not alter
the  sensitivity   of brain  receptors  to  pentobarbital.   A similar  exposure
regimen also  did not alter the pattern of brain or  plasma metabolites of
pentobarbital at  various times  up to 90 min postexposure (Graham et  al. ,
1985).  Following this exposure, first-order  clearance  kinetics of  pentobarbital
were  observed in both the  air and 0, groups,  and  0,  increased the plasma
half-life by  106  percent (Graham  et  al. ,  1985).  Mice exposed  to  1960  ug/m3
(1.0  ppm) of  0,  for 5 hr had  a 71  percent increase  in  the plasma  half-life of
                                    9-195

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pentobarbital.   This ozone  exposure  resulted in a decrease (p = 0.06) in the
slope of the clearance curve.  Clearance followed first-order kinetics with a
one-compartment model in this experiment also.
     In summary, the mechanism(s) for the effect of 0- on pentobarbital-induced
sleeping time are not known definitively.   However,  it is hypothesized (Graham
et al., 1983)  that  some common aspect(s) of  drug metabolism is quantitatively
reduced, whether it is direct (e.g.,  enzymatic) or indirect (e.g., liver blood
flow) or a combination of both.   In addition, drug redistribution is apparently
slowed.  It is unlikely that ozone itself caused these effects at target sites
distant from the  lung  (see Section 9.2).   Because of the free-radical nature
of oxidation  initiated by 0~, a myriad of  oxygenated products, several of
which  have  toxic potential,  may be formed  in the  lung (Section 9.3.3).
However, the stability of such products in the blood and their reaction with
organs such as the liver are speculative at present.
     Reddy et al. (1983) studied the effects of a 7-day (8 hr/day) exposure of
rats to 3920 ug/m3  (2.0 ppm)  of  0, on  liver  xenobiotic metabolism by  perform-
ing  ui  vitro  enzyme assays.  Although lower 03  levels were not  tested,  this
study  is presented  because it indicates the potential of 03 to cause hepatic
and  kidney effects.   The  rats used were either  supplemented or  deficient  in
both vitamin E and  selenium.   Ozone exposure caused a decrease in microsomal
cytochrome P-450  hydroperoxidase activity in livers  of rats deficient in both
substances, whereas  an increase  resulted  in the supplemented animals.   Rats
deficient in vitamin E and selenium experienced a decrease in liver microsomal
epoxide hydrolase activity after 03 exposure; no effect was observed in supple-
mented  rats.   Glutathione  S-transferase  activity was increased  in  the  liver
and kidney in both the supplemented and deficient groups.  Selenium-independent
glutathione peroxidase activity  was  not significantly affected in the livers
of the supplemented or deficient rats.   However, 0- decreased selenium-dependent
glutathione peroxidase activity  in the livers  of supplemented rats  and  caused
an increase  in deficient  rats.   In the kidney,  both these groups of  animals
had an  increase  in  this enzyme activity.   Other groups of rats (deficient in
vitamin E, supplemented with  selenium; supplemented  with vitamin  E, deficient
in selenium) were examined also and in  some cases,  different results  were
observed.   The authors interpreted these results (along with pulmonary effects)
as a compensatory mechanism to protect cells from oxidants.  A more extensive
interpretation of the effects depends on the nutritional  status and the presence
                                   9-196

-------
of other  compounds metabolized  by  the  affected  enzymes.   For  example,  epoxide
hydrolase, which was  decreased  in  the  vitamin E-  and  selenium-deficient  rats,
metabolizes reactive  epoxides to dihydrodiols.  The metabolism  of  a  substance
such as benzo(a)pyrene  would  be expected to be affected by such  a  change.
However, because of the complexity of the metabolism of a given chemical, such
as benzo(a)pyrene,  a precise interpretation is not  possible at this  time.
     Veninga et al.  (1981)  exposed mice to 0.,  and evaluated  hepatic reduced
ascorbic acid content.  The authors expressed the exposure regimen in the form
of a C  x  T value from  about  0.2  to 3.2.  Actual  exposure regimes cannot be
determined.  They stated  that the maximal  0., level was 1600 pg/m  (0.82 ppm)
and the maximal  exposure  time was 4 hr, which would have resulted in a C x T
of about  3.2.   Animals  were studied at  0,  30,  and 120  min  postexposure.   It
appeared that immediately after exposure, a C x T value < 0.4 caused a decrease
in the  reduced  ascorbic acid content  of the liver.   At a C x T value of 0.4
and 0.8,  there  appeared to be  an  increase  that was  not  observed  at higher
values.    For the 30-min postexposure groups, the  increase in  reduced ascorbic
acid shifted, with  the  greatest increase being at about  a C x T value of 1.2
and no  change  occurring at a C x  T .value  of 2.0.  The 120-min postexposure
group was  roughly  similar to the  immediate post-exposure group.   No effects
occurred 24 hr postexposure.
     Hepatic reduced  ascorbic  acid  levels  were  also studied by  Calabrese
et al.   (1983c)  in rats exposed for 3 hr to 588  (jg/m3  (0.3 ppm)  of 03 and
examined at 5 postexposure periods up  to 24 hr.    Rats had significantly  increased
ascorbic  acid  levels  in both the  0.,  and air groups,  with the greater change
taking place in the air group.  Thus,  there were  no changes due to 0.,.   Likewise,
there was  no 0., effect  on reduced  ascorbic acid content  in  the  serum.
9.4.6.2   The Endocrine  System.  A summary  of the  effects of 0., on the endo-
crine  system,  gastrointestinal  tract,  and  urine  is  given in  Table 9-26.
Fairchild  and  co-workers  were  the  first to observe  the  involvement  of  the
                                                                3
endocrine  system in 0.,  toxicology.  Mice exposed  to 11,368 (jg/m  (5.8 ppm)  for
4  hr were protected  against mortality  by ornaphthylthiourea (ANTU) (Fairchild
et al.,  1959).   Because ANTU  has  antithyroidal  activity and can alter adrenal
cortical  function,  Fairchild  and  Graham (1963)  hypothesized a possible inter-
action  of 0- with  the pituitary-thyroid-adrenal axis.   In exploring the hypo-
thesis, they exposed mice and  rats  for 3 to 4  hr to  unspecified lethal  con-
centrations of  0-.   Thyroid-blocking agents and  thyroidectomy increased the
                                    9-197

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                                      TABLE 9-26.  EFFECTS OF OZOHE OH THE ENDOCRINE SYSTEM, GASTROINTESTINAL TRACT, AND URINE
Ozone
concentration Measurement8
ug/tt
5.4
21
110
490
2940
980
1960
ppm method
0.003 c
0.01
0.056
0.25 d
1.5
0.5 I
1
Exposure
duration and
protocol
93 days,
continuous
2 hr
30 nin
5 hr/day,
4 days
Observed effect(s)b
From 6th wk to end of exposure, 0.056 ppm
increased the urine concentration
of 17-ketosteroids. After 93 days of
exposure to 0.056 ppm, the ascorbic and
level of the adrenal glands was decreased.
No data were presented for these effects.
1.5 ppm of 03 (30 niin) inhibited gastric
mortality; recovery was rapid. The
lower level caused no effects.
No effects on thyroid release of ia*I,
96-384 hr post lSlI injection.
Species Reference
Rat Eg lite, 1968
Rat Roth and Tansy, 1972
Rat Fairchild et al., 1964
           1470
H1
VO
CO
0.75
NO
                                             4-8 hr
                                            LM and TEN changes in parathyroid glands.
                                            Loss of "clusterlike" arrangement of
                                            parenchyma.  Dilated capillaries.
                                            Vacuolated chief cells.   Increased RER,
                                            prominent Golgi, abundant secretory
                                            granules.
                                                                                                                  Rabbit
                                                                                              Atwal  and Wilson, 1974
1470 0.75 NO
1470 0. 75 NO
1470 0.75 NO
1568- 0.8- MBKI
2940 1. 5
(range) (range)
48 hr
postexposure
1-20 days
48 hr
postexposure
12-18 days
48 hr,
3, 10-13, 18
days post-
exposure
6 hr/day,
4 days/wk
about 19 wk
Early postexposure parathyroid glands " Rabbit
enlarged and congested with focal
vasculitis. After 7 days postexposure,
parenchynial atrophy, leukocyte infiltra-
tion and capillary proliferation. Authors
suggest lesions nay be due to autoimmune
reactions.
Microvascular changes in the parathyroid Oog
glands, including hemorrhage, endothelial
'proliferation, platelet aggregation, and
lymphocyte infiltration.
Ciliated cysts found in parathyroid gland. Oog
Mallory body-like inclusions found in chief
cells of parathyroid with highest incidence
being 10-13 days postexposure.
Lower titratable acidity of urine. Rat
with no changes in levels of creatine,
uric acid/creatinine, ami no acid
nitrogen/creatinine, or excretion of
12 ami no acids.
Atwal et al . , 1975
Atwal and Perns ingh, 1981
Pern singh and Atwal , 1983
Atwal and Perns ingh, 1984
Hathaway and Terrill, 1962

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                     TABLE 9-26.   EFFECTS OF  OZONE ON THE  ENDOCRINE  SYSTEM,  GASTROINTESTINAL  TRACT,  AND  URINE   (continued)
Ozone . Exposure
concentration Measurement duration and
ug/mj
1960
3920
7840
ppm method protocol
1 I 5 hr
2
4
Observed effect(s) Species
Decreased release of 131I from thyroid, Rat
48-384 hr post 131 Injection to all 03
levels above 1 ppm.
Reference
Fairchild et al. , 1964
1960
NO
24 hr
Decreased serum level of thyroid-
stimulating hormone from anterior
pituitary, thyroid hormones (T3, T4,
and free T4), and protein-bound iodine;
no change in unsaturated binding capacity
of thyroid-binding globulin in serum; in-
crease in prolactin levels; no change in
levels of corticotropin, growth hormone,
luteinizing hormone, follicle stimulating
hormone from pituitary or insulin.  Thy-
roidectomy prevented the effect on TSH
levels.  There was no effect on the
circulating half-life of 131I-TSH.  The
anterior pituitaries had fewer cells, but
more TSH/cell.   The thyroid gland was also
altered.   Exposures to between 0.2 to 2 ppm
for unspecified lengths of time up to a
potential maximum of 500 hr also caused
a decrease in TSH levels.
Rat
demons and
Garcia, 1980a,b.
1960     1
NO
9800
                    CHEM
                                  24  hr
                                   3 hr
                   Decreased serum levels of T3, T4, and TSH.
                   In thyroidectomized and hypophysectomized
                   rats, the decrease in T4 was greater when
                   rats were supplemented with T4 in the
                   drinking water.
                                                  Rat
              demons and Wei, 1984
79,800 > 5.0 I
> 3 hr
< 8 hr
Anti-thyroid agents, thyroidectomy ,
hypophysectomy, and adrenal ectomy
protected against 03- induced mor-
tality. Injection of thyroid hormones
decreased survival after 03 exposure.
Mouse,
rat
Fairchild et al. ,
1959; Fairchild and
Graham, 1963;
Fairchild, 1963.
                              Increased levels of 5-hydroxytryptamine
                              in lung; decreases in brain; no change
                              in kidney.
                                                                     Rat
                                                                Suzuki, 1976.
 Measurement method:   CHEM = gas phase chemiluminescence;  NBKI  =  neutral  buffered potassium iodide;  I =  iodometric
 (Byers and Saltzman,  1959); ND = not described.

 Abbreviations used:   LM = light microscopy;  TEH = transmission electron  microscopy;  RER = rough  endoplasmic reticulum;
 T3 = triiodothyronine;  T4 = thyroxine.

cSpectrophotometric technique (dilrydroacridine).

 Flow rates from ozonator.

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survival  of mice and rats acutely exposed to 0~, and injections of the thyroid
hormones, thyroxine (T4),  or  triiodothyronine (T.J decreased their survival.
This response  in  animals  with altered thyroid function was not specific to a
concomitant altered  metabolic rate,  because  another drug (dinitrophenol),
which increases metabolism, had no effect on the 0- response.
     Hypophysectomy and adrenalectomy  also  protected against CL-induced mor-
tality, presumably in rodents (Fairchild, 1963).  Hypophysectomy would prevent
the release of thyroid-stimulating hormone,  thereby causing a hypothyroid con-
dition as well as preventing the release of adrenocorticotropic hormone (ACTH),
which would cause a decreased stimulation of the  adrenal  cortex to release
hormones.  This confirms the above-mentioned finding of thyroid involvement in
0-  toxicity and  suggests  that a decrease in adrenocorticosteroids reduces (L
toxicity.  Rats  that  have been adrenalectomized and treated with  adrenergic
blocking agents are more resistant to 03 than rats that have only been adrena-
lectomized, indicating  that  decreases in catecholamines reduce  (L toxicity.
     Potential  tolerance  to  the effect  of  0-  on thyroid activity was  also
investigated  by  Fairchild  et  al.  (1964).  -A variety  of  exposure  regimens were
                                        131
used for  the  rats,  and the release  of     I  was used as an  index of thyroid
function.  A  5-hr exposure to 1960, 3920, or 7840 ng/m  (1,  2, or 4 ppm) of 0-
                          131                                            131
inhibited the release  of    I at several time periods post  injection of    I
(48, 96,  192, and 384 hr).  The rats were injected before the 5-hr exposure,
presumably shortly  before  exposure.   Twenty-four hr post-injection, only the
highest  03  concentration  showed  an effect.   Rats were  also exposed for 5
hr/day for 4  days to  either 980  or  1960  (jg/m3  (0.5  or  1.0  ppm) of  0,.   At  96,
                                    131
192, and 384  hr  post-injection  of    I, no  effects  were  observed.   Thus,
tolerance  appeared  to  have  occurred, a  finding consistent  with lethality
studies  with  0,  (Matzen,  1957a).   In another  study,  rats were  exposed  to  3920
    3          J
(jg/m   (2.0 ppm)  of  0,  5 hr/day for  2 days and  challenged with  a  5-hr exposure
            3
to  7840  ug/m   (4.0 ppm) on the third day.  These animals exhibited a greater
                                                  3
effect than rats  that  received only the  7840-ng/m  (4.0 ppm) challenge.   This
difference persisted for 48, 96, and 192 hr post-injection.  Thus, although it
appears that  tolerance occurs, it results in a condition that leads to stimula-
tion of  thyroid  activity  after  a subsequent exposure  to  an On challenge.
     demons  and  Garcia (1980a,b) extended this area of research by investi-
gating the effects  of 0-  on  the  hypothalamo-pituitary-thyroid axis  of rats.
Generally, these  three endocrine organs regulate  the  function of  each other
                                   9-200

-------
through complex feedback mechanisms.  Either  stimulation or inhibition of the
hypothalamus regulates  the release of  thyrotropin-releasing  hormone  (TRH).
The thyroid  hormones  (T,  and T.) can stimulate  TRH.   Thyrotropin-releasing
hormone and  circulating thyroid  hormones  (T3 and T.)  regulate  secretion of
thyroid-stimulating hormone (TSH) from the anterior pituitary.   Stimulation of
                                                                      o
the thyroid  by  TSH  releases T, and T..  A 24-hr exposure to 1960 ug/m   (1.0
ppm) of 03  caused  decreases in the serum concentrations of TSH, T-,  T,,  free
T., and protein-bound  iodine.   There  was no change in the uptake of T.,, and
thus no change in the unsaturated binding capacity of thyroid-binding globulin
in the  serum.   Prolactin  levels  were increased also,  but no alterations  were
observed in the concentrations of other hormones (corticotropin, growth hormone,
luteinizing  hormone,  follicle-stimulating  hormone,  and insulin).  Plasma TSH
                                                                           3
was also evaluated  after  continuous exposures to between 392 and 3920 ug/m
(0.2 and 2.0 ppm) for  unspecified  lengths of time in a fashion  to result in a
concentration x time  relationship  between about 2 and  100.   Plasma  TSH was
decreased after a C x T exposure of about 6.   These data cannot be independently
interpreted, because  the   specific  exposure  regimens were  not  given.   The
authors state,  without any supporting data,  that the  decrease  in TSH  levels
persisted  "beyond  two weeks"  when exposure was  continued.   Therefore,  it
appears that tolerance may not have occurred.   Thyroidectomized rats exposed
to 1960, 3920,  5880 or 7840 ug/m3  (1.0, 2.0, 3.0, or 4.0 ppm) of 03 for  24 hr
did not exhibit a  decrease in the  levels  of TSH.   Exposure to  (presumably)
1960 ug/m   (1.0 ppm)  for  24 hr  did not alter the circulating  half-life of
125
   I-labeled TSH injected  into the  rats, and therefore, there apparently is no
effect on TSH once it  is released from the pituitary.
                                                                             3
     To evaluate pituitary function further, rats exposed 24  hr to 1960  ug/m
(1.0 ppm) of ozone were immediately subjected to a 45-min exposure to the cold
(5°C)  (demons  and Garcia,  1980a,b).   The  anterior  pituitary  released  an
increased  level of  TSH, indicating that the hypothalamus  was still  able to
respond (via  increased TRH) after  0- exposure.   The  increase was greater  in
the 03  group,  which might  indicate increased  production of TRH or increased
sensitivity  to TRH.   In addition, the anterior pituitaries of the 0, group had
fewer cells  than  the  air   group.  The cells from the 0--exposed  rats had more
TSH and prolactin per  1000  cells, irrespective of whether the cells had  received
a  TRH  treatment.   The cells from the 0, group also released a  greater amount
of TSH, but  not prolactin,  into the tissue culture medium.
                                   9-201

-------
     The thyroid gland itself was altered by the 0, exposure (apparently 1960
    3
ug/m ,  1.0 ppm,  for  24  hr).   Ozone increased thyroid weight without changing
protein content (e.g., edema) and decreased the release of T. per milligram of
tissue.  There was no change in T. release  per  gland,   demons and Garcia
(1980a,b) interpreted these  findings  as  an 0~-induced lowering of the hypo-
thalamic set point for the pituitary-thyroid axis and a simultaneous reduction
of prolactin-inhibiting-factor activity in the hypothalamus.
                                                 3
     The effect  of a 24-hr exposure to 1960 ug/m  (1 ppm) 0- on exogenous T.
levels was examined in rats by demons and Wei (1984) to increase understanding
of their previous  studies.   Normal,  thyroidectomized, and hypophysectomized
rats were exposed  to 0-  and serum T.  levels were measured.   Ozone reduced
serum  T. levels  in normal  rats, but  not  the other groups of rats which had
reduced levels of  T. prior to exposure.   However, when the  thyroidectomized
and hypophysectomized rats  received  supplemental T. in their drinking water
that increased  their serum  T.  level, 0-  caused a decrease  in serum T..
Generally,  the higher the  pre-exposure T. levels, the greater the 0^-induced
reduction in T.  levels.   Similar observations were made for thyroidectomized
rats when serum T~ levels were measured.   Exposure to 03 also decreased plasma
TSH levels in normal  rats and in thyroidectomized rats supplemented with T, in
the drinking water.   These observations  led the  authors  to  hypothesize that
the results are  not  due  to a reduction in the hypothalamus-pituitary-thyroid
axis as previously suggested (demons and Garcia, 1980a,b), but that 03 causes
decreases in serum T~, T., and  TSH by peripheral  changes,  possibly  changes  in
serum  binding.
     The susceptibility  of  the  parathyroid gland to  0,  exposure was  inves-
tigated  by  Atwal and co-workers.  In  the  initial  study (Atwal and Wilson,
                                        3
1974),  rabbits were  exposed  to  1470 ug/m   (0.75  ppm)  of 03 for  4  to 8  hr,  and
the parathyroid  gland was  examined with light and  electron  microscopy  at  6,
18, 22,  and  66 hr after exposure.  The parathyroid gland exhibited increased
activity after  0, exposure.  Changes included hyperplasia of  chief  cells;
hypertrophy and  proliferation  of the rough endoplasmic reticulum, free ribo-
somes,  mitochondria, Gojgi  complex,  and  lipid  bodies; and  an increase of
secretion granules within  the vascular endothelium  and capillary lumen.   Such
changes  suggested  an increased  synthesis  and release of  parathormone, but
actual hormone levels were not measured.
                                   9-202

-------
     Atwal  et al. (1975) also investigated possible autoimmune involvement in
                                                                  3
parathyroiditis of rabbits following a 48-hr exposure to 1470 ug/m  (0.75 ppm)
of 0.,.  The  authors  stated that there was both a "continuous" and an "inter-
mittent" 48-hr exposure, without  specifying which results were due to which
exposure regimen.  Animals were  examined between 1 and 20 days postexposure.
Hyperplastic parathyroiditis was  observed to be followed by capillary proli-
feration and leukocytic infiltration.   Cytologic changes included the presence
of eosinophilic  leukocytes, reticuloendothelial  and  lymphocytic infiltration,
disaggregation^of the parenchyma, and interstitial edema.  A variety of alter-
ations were  observed  by  electron microscopy, including  atrophy of the endo-
plasmic reticulum of the chief cells,  atrophy of mitochondria, degeneration of
nuclei, and proliferation of the venous limb of the capillary bed.  The alter-
ations to  the  parathyroid  gland were  progressive  during  postexposure  periods.
Parathyroid-specific autoantibodies were  detected in the serum of 0.,-exposed
rabbits, suggesting  that the parathyroiditis  might  be due to inflammatory
injury with an autoimmune causation.  Microvascular changes in the parathyroid
were further studied by Atwal  and Pemsingh (1981) in dogs exposed to 1470 jjg/m3
(0.75 ppm) of 0^ for 48 hr.  They reported focal hemorrhages, vascular endothe-
lial proliferation, intravascular platelet aggregation, and lymphocytic infiltra-
tion.  A potential  autoimmunity  after CL  exposure was  also  observed by Scheel
et al.  (1959), who  showed  the presence  of circulating  antibodies  against  lung
tissue.
     In another  study,  Pemsingh and  Atwal  (1983)  studied cells   (APUD-type)
within ciliated  cysts  of the  parathyroid  gland  of dogs  exposed  for 48 hr to
1470 ug/m  (0.75 ppm) 0~.  Examination was made at several times  post-exposure
(3,  10-13,  and  28 days).   Ozone caused ciliated cysts in 5 out of 12 exposed
dogs and 1 out of 4  control dogs.   Cysts  in  the  03-exposed  dogs  had different
cellular content,  namely the  presence of  APUD-type  cells on the cyst wall.
The  interpretation  of these findings  is  not clear.   The ultrastructure  of
chief  cells,  which  are the  hormone-producing cells,  was  also  examined in  dogs
exposed identically  to  those  described  above  (Atwal  and Pemsingh,   1984).
Mallory body-like inclusions (i.e., accumulations of filaments in the perinuclear
area) were found within the chief cells of the parathyroid of Og-exposed  dogs.
Additional alterations were  observed.  The  highest  incidence  of  this change
was  at 10  to 13  days post-exposure.
                                   9-203

-------
     Also classed  as  a  hormone  is 5-hydroxytryptamine (5-HT),  and  it too
interacts with (L  toxicity  (Suzuki,  1976).   It has a variety of activities,
including bronchoconstriction and  increased capillary permeability;  it can be
a neurotransmitter.  Although rats were exposed to a high concentration (9800
    3
ug/m ,  5.0 ppm) of 0, for 3 hr,  this study is  discussed because extrapulmonary
effects were observed.   This  exposure caused  an increase  in the 5-HT content
of the  lung and spleen,  a decrease in 5-HT in the brain, and no change in the
levels  of 5-HT in the liver or kidney.
     Adrenal cortex function  after a 93-day (continuous) exposure to 0, was
                                                           3
investigated in rats  (Egl.ite,  1968).   Exposure to 110 ug/m  (0.056 ppm),  but
not lower levels,  increased the  urine concentration of 17-ketosteroids from
the 6th week of exposure to the end of exposure.  There was also a decrease in
ascorbic acid  in  the adrenals.  The generation  and monitoring methods  for the
03 exposures  were not  sufficiently  described.   The  authors  described the
effects  as  statistically significant but did  not  specify  the statistical
methods.  No data were  provided.   Therefore,  these results  need to  be con-
firmed before accurate interpretation is possible.
9.4.6.3  Other Effects.   Rats were exposed for 6  hr/day,  4 days/week, for
about 19 weeks,  and  analyses were performed on urine collected for the 16 hr
following the  exposure  week (Hathaway and Terrill,  1962).   Ozone exposures
were uncontrolled, ranging from 1568 to 2940 (0.8 to 1.5 ppm).   All parameters
were not measured for each week of exposure.   On days 91 and 112 after initial
exposure, there was  a  lower titratable acidity and higher pH in the urine of
(L-exposed animals.  Titratable  acidity was  also lower on day 98.  Ozone did
not alter the  levels  of creatinine,  creatine,  uric  acid/  creatinine,  amino
acid nitrogen/creatinine excretions,  or  excretion  of 12 amino acids.  The
lungs and kidneys were  examined  histologically, and no consistent  differences
were observed.   The authors interpreted the results as a reflection of respira-
tory alkalosis, assuming no kidney toxicity.
     Gastric secreto-motor activities of the rat were investigated by Roth and
                                           3
Tansy (1972).  A  2-hr  exposure to 490  ug/m   (0.25  ppm)  caused  no effects.
Thirty minutes of exposure to 2940 ug/m  (1.5 ppm) inhibited gastric motility,
but  activity  tended to  return  towards  normal  for the remaining 90  min of
exposure.   Recovery  had occurred  by 20  min  postexposure.   However, these
results  are  questionable because ozone was monitored  only  by ozonator flow
rates.
                                   9-204

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9.5  EFFECTS OF OTHER PHOTOCHEMICAL OXIDANTS
9.5.1  Peroxyacetyl  Nitrate
     Very little information on the toxicity of peroxyacetyl  nitrate (PAN) has
appeared in the literature since the previous criteria document on photochemi-
cal  oxidants  (U.S.  Environmental  Protection  Agency, 1978).   The document
reviewed the  results  of  inhalation experiments with mice  that  tested  PAN's
lethal concentration  (LC™) (Campbell  et  al., 1967); its effects  on  lung
structure (Dungworth  et  al.,  1969); and its  influence on  susceptibility to
pulmonary bacterial  infections  (Thomas  et  al., 1979).  The concentration of
PAN  used in  these  studies ranged from 22.3 mg/m  (4.5 ppm) to 750 mg/m  (150
ppm).  They  are  considerably  higher than the  0.232  mg/m   (0.047 ppm)  daily
maximum concentration of  PAN reported in recent years for  ambient air  samples
in areas having relatively high oxidant levels (Chapter 5)  and are of question-
able relevance to the assessment of effects on human health.
     Campbell et al.  (1967) estimated that the LC™ for mice ranged from 500
to 750 mg/m3 (100 to 150 ppm) for a 2-hr exposure to PAN at 80°F (25°C).   Mice
in the 60- to 70-day-old age group were more susceptible to PAN lethality than
mice  ranging  from  98 to 115 days  in  age.   Temperature  also influenced  the
lethal toxicity  of  PAN;  a higher LCrQ (less susceptibility) was seen at 70°F
(125 ppm) than at 90°F (85 ppm).  In a follow-up study,  Campbell et al. (1970)
characterized the behavioral  effects  of PAN by determining the depression of
voluntary wheel-running  activity  in  mice.   Exposures  to  13.9, 18.3,  27.2,
31.7, and 42.5  mg/m3 (2.8, 3.7, 5.5, 6.4,  and 8.6 ppm) of PAN for 6 hr de-
pressed both the 6-hr and 24-hr activity when compared to similar pre-exposure
periods.  Depression  was  more  complete and occurred more rapidly with higher
exposure levels.  However,  the  authors  indicated that PAN  was  less  toxic  than
03 when  compared to similar behavioral data reported by Murphy et al.  (1964)
(Section 9.4.1).
                                                                             3
     Dungworth et al. (1969) reported that daily exposures of mice to 75 mg/m
(15  ppm) of  PAN  6 hr/day for 130 days caused a 30-percent weight loss compared
to  sham  controls,   18  percent mortality, and  pulmonary  lesions.   The most
prevalent  lesions  were  chronic hyperplastic  bronchitis  and proliferative
peri bronchiolitis.
     Thomas  et  al.  (1979) found that mice  exposed to 22.3 mg/m  of PAN  (4.5
ppm) for 2 hr and subsequently challenged with a Streptococcus  sp. aerosol for
1  hr showed  a significant  increase  in mortality and a reduction in mean survival
                                   9-205

-------
rate, compared to  mice  exposed to air.  No effect on the incidence of fatal
pulmonary  infection  or  survival time  was  observed  in  mice  challenged with
                                                               3
Streptococcus sp.  1  hr  before  the pollutant exposure (27.2 mg/m  of PAN for 3
hr).   Thomas e.t al. (1981a) published additional  data that extend observations
of reduced  resistance  of  mice to streptococcal  pneumonia over  a  range  of
exposures to PAN.   A single 2- or 3-hr exposure  to PAN at 14.8 to 28.4 mg/m
(3.0 to  5.7  ppm) caused a significant increase in the  susceptibility of mice
to streptococcal pneumonia.   The  mean excess mortality rate ranged from 8 to
                                             3
39 percent.  Mice  exposed  to (L at  0.98 mg/m  (0.5 ppm) and challenged with
the Streptoccus sp. aerosol resulted in a mean excess mortality (38 percent) that
was almost equivalent to  the excess mortality for the group'exposed to 28.4
    3
mg/m  of  PAN.  The results  agreed with earlier reports that  PAN  is less toxic
                                                                       3
than OT to mice exposed under ambient conditions.   Exposure  to 7.4 mg/m   (1.5
ppm) of  PAN 3 hr/day,  5  days/week  for 2 weeks had  no  appreciable effect,
although  no  statistics  were provided.   Neither exposure routine altered  the
morphology, viability, or phagocytic activity of isolated macrophages,  although
there was  a  decrease in ATP  levels.   The  other  noticeable  effect was that
macrophages  isolated  from  the animals that were repeatedly exposed failed to
attach themselves  to a glass  substrate.   These  investigators also studied
whether a chronic  infection initiated with an exposure to Mycobacterium tubercu-
losis (RIRv) was influenced by subsequent exposure  to PAN.  The exposure to
                      3
this oxidant (25 mg/m  for i
growth in the lungs of mice.
                      3
this oxidant (25 mg/m  for  6 days) did  not  alter  the pattern of bacterial
9.5.2  Hydrogen Peroxide
     Hydrogen peroxide  (HLO?)  has been reported to occur in-trace amounts in
urban air  samples  (Chapter 5), but very little is known about the effects of
HpOp from  inhalation  exposure.   Most of the  early work  on  HpO?  toxicity  in-
volved exposure to very high concentrations.  Oberst et al.  Q954) investigated
the inhalation toxicity of 90 percent H909 vapor in rats, dogs, and rabbits at
                                    3
concentrations ranging  from  10 mg/m  (7 ppm) daily for six months to an 8-hr
exposure to 338 mg/m  (243 ppm).  After autopsy, all animals showed abnormali-
ties of the lung.  In a recent experiment, Last et al. (1982) exposed rats for
                                                                  3
7  days  to  > 95-percent HLOp gas with a concentration of 0.71 mg/m  (0.5 ppm)
in  the  presence of  respirable ammonium sulfate particles.   No  significant
effects were  observed in body weight,  lung  lobe  weights, and  protein  or  DNA
                                   9-206

-------
content of lung homogenates.   The authors suggested that because HpOp is highly
soluble, it  is  not expected  to penetrate to the deep lung, which may account
for the absence of observed effects.
     The majority  of studies  on H^CL explore  possible  mechanisms  for the
effects of HpOp.   These  include direct cellular effects  associated  with i_n
vitro exposure  to  H000  and biochemical reactions  to H000  generated  in  vivo.
	               L L                                L  L           	  	
     Hydrogen peroxide may affect lung function by the alteration of pulmonary
surfactant.  Wilkins  and  Fettissoff (1981)  found  that 10"2 to  lO^M of \\fl2
increased the surface tension of saline extracts of dog lung homogenates.  The
                                                3
authors estimated  that  a  dog breathing 1.4 mg/m   (1  ppm) of H90, for 30 hr
                                               -2
would build  up  a pollutant concentration  of 10  M  in the  surfactant, assuming
that all the fLO,,  was retained by the lungs.   However,  as stated above, this
estimate of  tissue dose  is not  realistic, because most  of the  H^Op would  be
absorbed in  the upper airway.
     Another mechanism by which H909 may affect ventilation is by changing the
                                                                       -4
tone of airway  smooth muscle.   Stewart et al.  (1981) reported  that  10   M  of
H^Op caused  significant constriction  of strips of  subpleural  canine   lung
parenchyma and  of  bovine trachealis  muscle.   In the distal airway preparation
(canine),   this  contraction was reversed  by catalase.   Pretreatment  of both
proximal (bovine)  and distal muscle  strips with meclofenamate or  iodomethacin
markedly reduced the response  to H^O^.   This  suggested  that the  increase  in
airway  smooth muscle tone  produced by HpOp involves prostaglandin-like sub-
stances.
     The potential  genotoxic  effects from in vitro H909  exposure have been
                                                     C. £
evaluated  in isolated cell systems.   Bradley  et al.  (1979) reported  that HpOp
produced both toxicity  and single-strand DNA breaks but was not mutagenic at
concentrations  up  to 530 pM.   They  observed  a significant increase in  the
frequency  of reciprocal  sister chromatid exchanges  in  V-79  Chinese hamster
cells at a concentration of  353 jjM  of H?0?.   However, the  authors pointed  out
that sister  chromatid exchange frequency was  not  necessarily  equivalent to
increased  mutant frequency.   In subsequent experiments, Bradley and Erickson
(1981)  confirmed these  observations in V-79  Chinese hamster  lung cells and
were unable  to  detect any DNA-protein or DNA-DNA  crosslinks  with 353 \i\H of
HpOp for 3 hr at 37°C.  Increases in the  frequency of sister chromatid exchanges
in  Chinese hamster cells  have  also  been  found  by  MacRae  and Stich  (1979),
Speit and  Vogel (1982), and  Speit  et al.  (1982).   Wilmer and Natarajan (1981)
                                   9-207

-------
reported only a  slight  enhancement in the frequency of sister chromatic! ex-
changes in Chinese hamster ovary cells following treatment with up to 10  M of
HpOp.   In comparison, cells were killed with a concentration of 10  M of H?0p.
Similarly, H?0p  (10  mg/ml)  was  negative  in the  Ames  mutagenicity assay
(Ishidate and Yoshikawa, 1980), and several  other investigators have confirmed
the lack  of mutagenicity  for hLOp  (Stich et  al., 1978; Kawachi et al.,  1980).
     Johnson et  al.  (1981)  reported that the intrapulmonary instillation of
glucose oxidase,  a  generator of H202,  increases  lung permeability in rats.  A
greater increase  in lung  permeability was achieved by the addition of a com-
bination of glucose oxidase  and lactoperoxidase than by the glucose oxidase-
HLOp-generating  system  alone.   Horseradish  peroxidase  did not effectively
substitute for  lactoperoxidase in  the  potentiation  of  damage.  Injury was
blocked by catalase but not by superoxide dismutase  (SOD),  suggesting that
H^Op  or  its  metabolites,  rather  than  superoxide, were  involved.   Because
horseradish peroxidase  did not potentiate  the  glucose  oxidase damage, the
authors speculated  that the mechanism of injury occurs through the action of a
halide-dependent  pathway  described for cell  injury produced by H?02 and lac-
toperoxidase/myeloperoxidase (MPO)  (Klebanoff and Clark, 1975).  Any source of
HpOp  plus MPO  and a halide cofactor  is  capable  of catalyzing  many  oxidation
and halogenation reactions  (Clark and Klebanoff,  1975),  but  other possible
mechanisms of  oxygen radical production  have been  proposed  (Halliwell,  1982).
     Carp and  Janoff (1980)  have  shown  that  a H^Op generating  system with MPO
and Cl  will suppress the elastase  inhibitory capacity of the protease  inhibi-
tor (BMPL) present  in bronchial mucus.  This antiprotease is capable of inhibit-
ing the  potentially dangerous  proteases found  in  human polymorphonuclear
leukocytes (PMNs),  including  elastase and cathepsin-G.   Inactivation of BMPL
could  make the respiratory mucosa  more susceptible to attack by inflammatory
cell  proteases.   Human  PMN  have not been  shown  to  contain MPO  but macrophages
may contain analogous forms of peroxidase.
      In other j_n  vitro  experiments, Suttorp  and  Simon (1982) demonstrated that
HpO,,  generated  by glucose oxidase  was  cytotoxic to  cultured  lung  epithelial
cells  (L9 cells)  in a concentration-dependent  fashion.   Cytotoxicity was
                          51
measured  by  determining   Cr  release from target cells.   Cytotoxicity was
prevented  by  the  addition  of  catalase.   It was stressed  that there is no
established identity between the   L9  cell line and the ui situ type 2 pneumo-
                                   L-
cytes  from which  they were derived.
                                   9-208

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9.5.3  Formic Acid
     Toxicological interest in  formic  acid has focused primarily on its role
as the metabolic  end  product  of methanol  and  on  any similarity the effects
from inhalation exposure to formic acid vapor may have with methanol toxicity.
Unfortunately, the concentrations  (20  ppm) used in the two studies discussed
below are over three orders of magnitude greater than the trace concentrations
(<0.015 ppm) reported in the highest oxidant areas of Southern California (see
Chapter 5).
     Zitting and  Savolainen (1980) exposed rats to 20 ppm  (0.8 |jmol/L)  formic
acid vapor,  6 hr/day for  3 and 8 days.   Tissue  samples were  analyzed for
neurochemical effects as well  as effects on drug-metabolizing enzymes in the
liver and kidneys.   Enzyme profiles  were variable, depending on the sampling
period during  exposure.   However, a  general  pattern  developed.   Cerebral
glutathione concentration  and  acid proteinase activity increased after 3 and
8 days of  exposure,  respectively,  indicating possible  lipid  peroxidation
associated with cerebral hypoxia.  Decreased  kidney  ethoxycoumarin  deethylase
activity, cytochrome  P-450  content,  and glutathione concentrations were also
consistent with changes  due to lipid peroxidation.  The liver, which is less
sensitive to tissue hypoxia, showed only small increases in deethylase activity
although associated with a reduction in glutathione.   Since prolonged low-level
cerebral  hypoxia  can  potentially lead  to  demyelination and  subsequent  nerve
degeneration, the  authors  repeated the study to look specifically at effects
on glial cells  (Savolainen and Zitting, 1980).   Rats were exposed  to 20 ppm
formic acid  vapor, 6 hr/day,  5 days/week  for  2  or 3 weeks.   Again, enzyme
profiles were  indicative of metabolic  responses to tissue hypoxia, providing
evidence for  potential  central  nervous system toxicity at  high  formic acid
vapor concentrations.

9.5.4  Complex Pollutant Mixtures
     Additional toxicological  studies  have been  conducted  on  the potential
action of complex mixtures of oxidants and  other pollutants.   Animals have
been exposed  under laboratory conditions  to  ambient air from high oxidant
areas, to  UV-irradiated and  nonirradiated reaction  mixtures of  automobile
exhaust and air, and to other combinations of interactive pollutants.   Although
these mixtures  attempt  to  simulate the  photochemical  reactions produced under
actual atmospheric conditions, they are extremely difficult to analyze because
                                   9-209

-------
of their  chemical  complexity.  Variable  concentrations  of total oxidants,
carbon monoxide,  hydrocarbons,  nitrogen  oxides,  sulfur  oxides,  and  other
unidentified complex  pollutants  have been  reported.   For  this reason, the
studies presented in this section  differ from the more simplified combinations
of (L  and  one  or two other nonreactive pollutants  discussed  under previous
sections of  the  chapter.   The effects described  in  animals  exposed to UV-
irradiated exhaust mixtures are not necessarily uniquely  characteristic of 03,
but most of  them could  have been produced by 0^.  In most cases,  however,  the
biological  effects  presented  would be difficult  to  associate with any one
pollutant.
     Research on ambient  air  and  UV-irradiated or nonirradiated exhaust mix-
tures  is  summarized  in  Table  9-27.  Long-term exposure of various species of
animals to  ambient  California atmospheres have produced changes  in the pul-
monary function  of  guinea pigs (Swann and Balchum,  1966; Wayne and Chambers,
1968)  and  have produced a number of biochemical,  pathological,  and  behavioral
effects in  mice,  rats,  and rabbits (Wayne and  Chambers,  1968;  Emik  and  Plata,
1969;  Emik  et  al. ,  1971).  Exposure to UV-irradiated automobile exhaust con-
taining oxidant  levels  of  0.2,to  1.0  ppm produced histopathologic changes
(Nakajima  et al.,  1972) and  increased susceptibility to  infection (Hueter et
al.,  1966)  in  mice.   Both UV-irradiated and nonirradiated mixtures produced
decreased spontaneous running activity (Hueter et al., 1966;  Boche and Quilligan,
1960)  and  decreased  infant survival  rate  and  fertility  (Kotin  and Thomas,
1957;  Hueter et  al.,  1966; Lewis, et al. ,  1967)  in  a  number  of experimental
animals.   Pulmonary  changes were  demonstrated  in  guinea  pigs  after  short-term
exposure to  irradiated  automobile  exhaust (Murphy et  al.,  1963;  Murphy, 1964)
and  in dogs after  long-term  exposure  to  both irradiated and  nonirradiated
automobile  exhaust  (Lewis et  al.,  1974; Orthoefer et  al.,  1976).   Irradiation
of the air-exhaust  mixtures  led to the  formation of photochemical reaction
products  that  were  biologically more  active than  nonirradiated mixtures.   The
concentration  of  total  oxidant as expressed by  0^  ranged from  588 to  1568
    3
ug/m   (0.30 to 0.80 ppm)  in the  irradiated  exhaust  mixtures,  compared to  only
a trace or  no oxidant detected in  the nonirradiated mixtures.
      The  description  of effects  following  exposure  of dogs  for 68 months to
automobile  exhaust,  simulated smog,  oxides  of  nitrogen,  oxides of sulfur, and
their combination  has been expanded  in a monograph by Stara  et  al.  (1980).
The  dogs  were  examined after 18 months  (Vaughan et  al.,  1969), 36  months
                                    9-210

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TABLE 9-27.   EFFECTS OF COMPLEX POLLUTANT MIXTURES
a
Concentration,
(ppm)


Pollutant"
Exposure
duration and
protocol


Observed effect(s)c


Species


Reference
A. Ambient air
0.032 - 0.050
9.1 - 13.5
0.044 - 0.077
0.019 - 0.144



0.057
1.7
2.4
0.019
0.015
0.004


0.062 - 0.239
0.03 - 0.07
2.7 - 4.4
0.27 - 0.31
13 - 38
2 - 9
0.09 - 0.70


0.4 (max)

ox
c5
N02
NO



ox
cB
HC
N02
NO
PAN


0
N52
HC
ox
c8
HC
N0v
X

ox

Lifetime
study,
continuous




2. 5 years,
continuous






13 months,
continuous

1 year,
continuous




19 weeks,
continuous
No clear chronic effects; "suggestive"
changes in pulmonary function, morphology,
and incidence of pulmonary adenomas in
aged animals. Increased 17-ketosterold
excretion in guinea pigs. Decreased
glutamic oxalacetic transaminase in blood
serum of rabbits.
Reduced pulmonary alkaline phosphatase
(rats); reduced serum glutamic oxaloacetic
transaminase (rabbits); increased pneu-
monitis (mice); increased mortality (male
mice); reduced body weights (mice); de-
creased running activity (male mice); no
significant induction of lung adenomas
(mice).
Decreased spontaneous running activity.


Expiratory flow resistance increased on
days when 0 reached > 0.30 ppm or at com-
bined concentrations of > 40 ppm of CO,
16 ppm of HC, and 1.2 ppm of N0x- Indi-
dividual sensitivity demonstrated. Tem-
perature was an important variable.
No consistent effects on conception rate,
litter rate, or newborn survival.
Mouse,
rat,
hamster,
guinea pig,
rabbit


Mouse,
rat,
rabbit





Mouse


Guinea pig





Mouse

Wayne and Chambers,
1968





Emik et al . , 1971







Emik and Plata, 1969.


Swann and Balchum, 1966





Kotin and Thomas, 1957


-------
TABLE 9-27.   EFFECTS OF COMPLEX POLLUTANT MIXTURES  (continued)
Concentration,3 .
(ppm) Pollutant0
Exposure
duration and
protocol Observed effect(s)
Species
Reference
B. Automobile exhaust
0.012-
3.0
0.04 -
0.06 -
0.06 -

0.04 -
0.15 -
0.4 -
6
20 -
0.1 -
0.2 -
5
40 -
0.2 -
100
24 -
0.1 -
0.1 -
0.42 -
0.02 -
0.65.

1.10
5.00
1.20

0.2
0.5
1.8
36
100
0.5 •
0.6
8
60
0.4

30
1.0
2.0
0.49
0.03
03 (max)
HC (propylene)
N02
NO
S02

03
N02
NO
HC (CH4)
CO
ox
NO*
HCX
CO
03
CO
HC (CH4)
N02
NO
S02
H2S04
0.5-6 hr
(diesel)




1.5-23 mo




4 weeks,
5 days/week,
2-3 hr/day

18-68 months,
7 days/week,
16 hr/day

2-3 years
recovery in
ambient air.
UV-irradiation of propylene, S02 , NO, and
NO 2 produced 03 and a mutagenic moiety
when collected particles were tested by
the plate-incorporation test: Irradiation
did not alter and 03 tended to reduce
the mutagenic response.
Increased pulmonary infection. Decreased
fertility and infant survival. No signi-
ficant changes in pulmonary function. De-
creased spontaneous running activity during
the first few weeks of exposure.
Histopathologic changes resembling
tracheitis and bronchial pneumonia at
the higher concentration range of oxidants.

No cardiovascular effects


No significant differences in collagen:
protein ratios; prolyl hydroxylase in-
creased with high concentrations of all
mixes.
Salmonella
typhimurium




Mouse ,
rat,
hamster,
guinea pig

Mouse



Dog


.Dog



Claxton and Barnes, 1981





Hueter et al . , 1966
Lewis et al. , 1967



Nakajima et al. , 1972



Bloch et al., 1972, 1973
Gillespie, 1980

Orthoefer et al. , 1976



             Pulmonary function for groups receiving
             oxidants [irradiated exhaust (I) + SO ]
             18 months:   no effects
             36 months:   no effects
Dog
Vaughan et al., 1969
Lewis et al., 1974

-------
                                                   TABLE 9-27.  EFFECTS OF COMPLEX POLLUTANT MIXTURES  (continued)
U)
               Concentration,
                  (ppra)
Pollutant
  Exposure
duration and
  protocol
Observed effect(s)C
Species
Reference
                                                                61 months:  N2 washout increased (I);
                                                                RL increased (I, I+SOX).

                                                                2 years recovery:  PflC02  increased (I+SOX);
                                                                VQ increased (I, I*SOx);  DLco/TLC decreased

                                                                and V  increased in all groups; lung com-

                                                                partment volumes increased (I+SO ).

                                                                Morphology (32-36 months  recovery):  air
                                                                space enlargement; nonciliated bronchiolar
                                                                hyperplasia; foci of ciliary loss with and
                                                                without squamous metaplasia in trachea
                                                                and bronchi.
                                                                            Dog
                                                                            Dog
                                                                            Dog
                                                                             Lewis  et al.,  1974
                                                                             Gillespie,  1980
                                                                             Hyde  et al.,  1978
0.33 - 0.82
0.16 - 5.50
0.16 - 4.27
0.12 - 2.42
0.02 - 0.20


ox
NOz
NO
Formaldehyde
Acrolein


4-6 hr






Increased pulmonary flow resistance, in- Guinea pig Murphy et al., 1963;
creased tidal volume, decreased breathing Murphy, 1964
frequency due to formaldehyde and acrolein
at low 0 : aldehyde ratio. Decreased
tidal volume, increased frequency, in-
creased pulmonary resistance due to 0
and NO at high 0 : aldehyde ratio.
C. Other complex mixtures
0.08
0.76
2.05
1.71
0.3
1.0
2.0

03
S02
T-2 Butene
acetaldehyde
03
N02
S02

4 weeks
7 days/week
23 hr/day

2 weeks
7 days/week
23 hr/day

Alteration in distribution of ventilation Hamster Raub et al., 1983b
(AN2) and increased diffusing capacity.


Voluntary activity (wheel running) Mouse Stinson and Loosli, 1979
decreased 75% after 1-3 days, returning
to 85% of pre-exposure levels by the end
of 14 days.

-------
to
                                                   TABLE 9-27.   EFFECTS OF COMPLEX POLLUTANT MIXTURES   (continued)
Concentration,3
(ppm)
0.40 - 0.52
1.0 - 2.15
1.25
Pollutantb
03
Ox (gas vapor)
Ox (gas vapor)
Exposure
duration and
protocol Observed effect(s)
24 hr Decreased spontaneous wheel running
activity.
19 weeks, Decreased conception rate, litter rate,
continuous and newborn survival.
Species
Mouse
Mouse
Reference
Boche and
I960
Kotin and

Quilligan,
Thomas, 1957
                ^Ranked by nonspecific oxidant  concentration  (03  or 0  ).

                 Abbreviations used:   03 =  ozone; 0  = oxidant; CO = £arbon
monoxide; NO = nitrogen oxide, N02 = nitrogen dioxide;
                 NO  = nitrogen oxides;  S02 =  sulfur1 dioxide; HC =  hydrocarbon; CH4 = methane; H2S04 =  sulfuric  acid;  PAN  =  peroxyacetyl  nitrate.

                c
                 See Glossary for the identification of pulmonary symbols.

-------
(Lewis et. al.,  1974),  48 to 61 months  (Bloch  et al.,  1972,  1973;  Lewis et
al., 1974), and  68 month? (Orthoefer et  al. , 1976) of exposure; the dogs were
examined again 24 months  (Gillespie,  1980) or 32 to 36 months (Orthoefer et
al., 1976;  Hyde  et  al.,  1978)  after exposure ceased.  Only  those  results
pertaining to oxidant exposure are described in this  section,  which  limits the
discussion to groups exposed to irradiated automobile exhaust (I)  and irradiated
exhaust supplemented with sulfur oxides  (I+SO ).  See Table 9-27 for exposure
                                             /\
concentrations.
     No specific cardiovascular  effects  were reported during  the course of
exposures (Bloch et al., 1971, 1972, 1973) or 3 years after exposure (Gillespie,
1980).   Similarly,  Orthoefer et al.-(1976) reported no significant biochemical
differences in the collagen to protein ratio in tissues  of dogs exposed for 68
months or after  2.5  to 3 years of  recovery  in ambient air.  However, prolyl
hydroxylase levels were reported to have increased in the lungs of dogs exposed
to  I and  I+SO ,  when compared to control  air  and the nonirradiated exhaust
              /\
alone or in combination with SO .
                               /\
     No significant impairment of pulmonary function  was found after 18 months
(Vaughan et al.,  1969) or 36 months (Lewis et al., (1974) of exposure.   However,
by 61 months of exposure, Lewis et al.  (1974) reported increases in  the nitrogen
washout of dogs  exposed to I, and higher total  expiratory resistance in dogs
exposed to both I and I+SO , when compared to their respective controls receiv-
                          /\
ing  clean  air and  SO   alone.   Two years  after  exposure  ceased,  pulmonary
                      /\
function was  remeasured by Gillespie (1980).  These measurements were made  in
a  different  laboratory than the one  used during exposure, but consistency
among measurements of the control  group and another set of dogs of similar age
at  the  new  laboratory  indicated that this  difference did  not have  a major
impact on the  findings.   Arterial  partial pressure of  C02 increased in the
group exposed to I+SO   and total  deadspace  increased in the the I and  I+SO
                      /\                                                     "
groups.  The  diffusing  capacity for carbon  monoxide (D,   ) was similar  in all
exposure groups,  but when normalized for total  lung capacity (TLC),  the D,   /TLC
ratio was  smaller in  exposed  groups  than in the air control  group.   Mean
capillary blood  volumes also increased  in all  exposed groups.   No changes in
lung volumes  were reported  at  the end  of  exposure  (Lewis et al.,  1974).
However, when  lung  volumes  from these animals were measured  2 years later,
increases were reported in the I+SO  group.  Unfortunately, the sample size of
                                   /\
dogs exposed  to  I was  too small (n  = 5)  to  permit meaningful comparisons.   In
                                   9-215

-------
general, pulmonary function  changes  were found to be  similar  in all groups
exposed to automobile  exhaust  alone  or  supplemented with  SO  .   Exposure to
                                                            /\
these mixtures with or without UV-irradiation produced lung alterations normal-
ly associated with injury to the airway and parenchyma.
     The  functional  abnormalities mentioned  above showed  relatively  good
correlation with  structural  changes  reported  by Hyde et al. (1978).  After  32
to 36 months of recovery in clean air, morphologic examination of the lungs by
light  microscopy,  scanning  electron  microscopy,  and  transmission electron
microscopy revealed  a number  of exposure-related effects.   The displaced
volume  of  the  fixed  right  lung was larger  in  the  I-exposed  group.  Both  the  I
and  I+SO   groups  showed  random enlargement of alveolar airspaces centered in
        /\
respiratory bronchioles  and  alveolar ducts.   Small hyperplastic lesions were
observed at the junction of the terminal bronchiole and the first-order respi-
ratory  bronchiole.   Foci  of  ciliary  loss associated with squamous metaplasia
were also observed in the intrapulmonary bronchi of the I+SO  group.   However,
                                                            /\
because these was no significant difference in the magnitude of these lesions,
oxidant gases  and SO  did not appear  to act in an additive or  synergistic
                     /\
manner.
     Additional work  on  irradiated  and  nonirradiated  automobile  exhaust has
been  presented by Claxton  and Barnes  (1981).  The  mutagenicity of  diesel
exhaust particle extracts collected under smog-chamber conditions was evaluated
by the  Salmonella typhimurium plate-incorporation test (Ames  et al. ,  1975).
The  authors  demonstrated that the irradiation of propylene, S02, NO, and NOp
produced 0, and a mutagenic moiety.   In  baseline studies on diesel exhaust, in
which  03  was  neither added  nor produced, the mutagenicity of each sample was
similar under  dark or UV-light conditions.   When  0, was  introduced  into the
smog chamber,  the mutagenicity of the organic compounds was reduced.
     The behavioral effect of a nonirradiated reaction mixture was examined by
Stinson and  Loosli  (1979).   Voluntary wheel-running  activity was recorded
                                                                           3
during  a  continuous  2-week exposure to  synthetic  smog containing 588 ug/m
(0.3 ppm)  of On,  1 ppm of N0?, and 2 ppm of S0?, or to each component separate-
ly.   An immediate decrease in spontaneous  activity occurred after 1  to 3 days
of exposure,  returning to 85 percent  of the original  activity by the  end of
exposure.  Activity  returned to basal  levels 5 days after breathing filtered
air.   Ozone alone produced a response  that was similar to that of the synthetic
smog mixture.   Since NO,, and SO,, alone had only moderate  effects,  the  authors
concluded  that 03  had  the major  influence  on  depression of  activity.
                                   9-216

-------
     More recently, Raub et al.  (1983b) reported pulmonary function changes in
hamsters exposed 23 hr/day for 4 weeks to a nonirradiated reaction mixture of
trans-2-butene, 0-,  and SO,,.   Decreases in the  nitrogen washout slope and
increases in  the  diffusing capacity  indicated a  significant compensatory
change in distribution of ventilation in the lungs of exposed animals.   Animals
compromised by  the presence  of  elastase-induced emphysema  were  unable to
respond to this pulmonary insult in the same manner as animals without impaired
lung function.
9.6  SUMMARY
9.6.1  Introduction
     The biological effects of 0, have been studied extensively in animals and
a wide array  of  toxic effects have been ascribed to (L inhalation.   Although
much has been accomplished to  improve the  existing  data base,  refine the  con-
centration-response relationships and  interpret  better the mechanisms of 0-
effects, many of  the  present data were not  accumulated  with the idea that
quantitative comparisons to  man would be drawn.   In many cases, only qualita-
tive comparisons can be made.  To maximize the extent that animal  toxicological
data can be  used  to estimate the human health  ris'k of exposure to 0-, the
qualitative as well as quantitative similarities between the toxicity of 0, to
animals and man must  be considered more carefully  in the future.  Significant
advances have been made in understanding the toxicity of 0, through appropriate
animal  models.  This  summary highlights the significant results of selected
studies that will  provide useful  data for  better  predicting  and assessing, in
a scientifically sound manner, the possible human responses to 0.,.
     Summary figures  and tables are presented in  the following sections.  The
practical  purpose of this presentation of  the data  is to help the reader focus
on what types of  effects or  responses have been reported, what concentrations
have been  tested  (1.0 ppm and lower), and as a convenient list of references
with each  of  the  biological  parameters measured.    Studies were selected  for
inclusion in these figures and tables on the basis of specific criteria presen-
ted below:

1.   Studies have  been  cited when the reported effects are clearly due to Q~
     exposure.   Effects due  to mixtures of 0, with  other pollutants have  been
     summarized in  a  separate figure and  table.   Studies involving exercise,
                                   9-217

-------
     diet deficiencies, or other possible modifiers of response to CL have not
     been included.

2.    Cited studies report  the  effects  of CL exposure  over  a broad range of
     animal species and  strains  and for varying lengths  of  time.   Specific
     details on  animal species, exposure duration,  and  observed biological
     effects can be obtained from the tables within  the body of  this chapter.

3.    Each closed symbol on the figures represents one or more studies conducted
     at that particular concentration that caused effects. Specific references
     can be found in the accompanying tables.

4.    Each  open  circle represents one  or more studies that  used the given
     concentration, but reported no significant effects.   No-effect levels are
     also indicated by brackets in the accompanying tables.

5.    Only pulmonary function effects were divided by short-term (<14 days) and
     long-term exposures to follow the discussion in the text.

In order to keep this  section brief and concise, it was necessary to be somewhat
selective  in determining what  and how this  information would be  presented.   A
number of important factors, such as the specific length of exposure, were not
included.  Also, the  parameter selected  to  illustrate  a  specific  response was
usually  broad  and very  general.   For example,  the  category "decreases  in
macrophage function"  includes  such  diverse  endpoints as  measurements of lyso-
somal and  phagocytic  activity, macrophage mobility, or chemotactic response.
These responses  may or may not be related to one another.  Thus,  care  must be
taken in  how these data  are used  and  interpreted.  The  only appropriate use is
to gain an overview of the  broad array of the effects  of ozone and the  concen-
trations which did and did  not cause these effects.

9.6.2  Regional  Dosimetry  in the Respiratory Tract
     The  amount  of  0, acting  at  a  given site  in the  lung is related  to  the
airway luminal concentration at that level.   As  a result, CL does not  immediately
interact with cellular components of the respiratory tract.  Instead,  it  first
comes  into  contact with  the mucous  or  surfactant layer lining  the airway.  It
should be  noted  that  CL  is  quite reactive chemically.  Reactions with  components
                                    9-218

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of this layer cause an increase in total absorption of 0- in the upper airways
and in a  reduction  of the amount of (L reaching sensitive tissues.   The site
at which  uptake and subsequent interaction occur and the  local  dose  (quantity
of 0.,  absorbed per unit area per time), along with cellular  sensitivity, will
determine the type and extent of the injury.   Also, the capacity for responding
to a specific dose may vary between animals and humans because of dissimilarities
in detoxification systems, pharmacokinetics, metabolic rates, genetic makeup,
or other  factors.  Thus,  along with the above, a  knowledge  of the  complex
process of gas transport and absorption is crucial  to understanding the effects
of 0, and other oxidants in humans.
     The  animal  studies that  have been conducted on  ozone  absorption are
beginning to  indicate  the  quantity and site of 0., uptake in  the respiratory
tract.   Experiments on  the nasopharyngeal  removal  of  (L  in  animals  suggest
that the  fraction of  0., uptake depends  inversely on flow  rate,  that  uptake is
greater for  nose than  for mouth breathing,  and that  tracheal  and chamber
concentrations are  positively  correlated.   Only one  experiment measured 0-
uptake in the  lower respiratory  tract,  finding 80  to 87 percent uptake  by the
lower  respiratory  tract of  dogs (Yokoyama and Frank, 1972).   At present,
however,   there  are no  reported  results for human nasopharyngeal  or lower
respiratory tract absorption.  Caution must be used in estimating nasopharyngeal
uptake for normal respiration  based  upon experiments employing  unidirectional
flows.
     To further  an  understanding of 0., absorption, mathematical models  have
been developed to simulate the processes involved  and  to  predict 0.,  uptake by
various regions and sites within the respiratory tract.  The model of Aharonson
et al.  (1974) has been used to analyze nasopharyngeal uptake data.   Applied to
Oo data,  the model indicates that the average mass transfer coefficient in the
nasopharyngeal region  increases  with  increasing  air  flow,  but the  actual
percent uptake decreases.
     Three models  have been developed to  simulate  lower  respiratory uptake
(McJilton et  al.,  1972;  Miller et al., 1978b, 1985).  These  models  are  very
similar in their treatment of 0., in the airways (taking into account convection,
diffusion, wall  losses, and  ventilatory patterns)  and  in  their  use of  morpho-
logical data  to  define the dimensions of the airways and liquid lining.  The
models differ  in  their treatment of the mechanism of absorption. Both of the
models of Miller  and  co-workers take  into account chemical  reactions of 03
with constituents  of  the  liquid lining, whereas the model of McJilton et al.
                                   9-219

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does not.  The  models  of Miller et al.  differ in their treatment of chemical
reactions, as well as in the fact that the newer model includes chemical reac-
tions of 0, in additional compartments,  such as tissue and blood.
     Tissue dose  is  predicted by the models of Miller et al. to  be  relatively
low  in  the trachea, to  increase to  a maximum between the  junction of the
conducting airways and the gas-exchange region, and then to decrease distally.
This is  not  only  true for animal  simulations  (guinea pig and  rabbit)  but  it
is also  characteristic of the human simulations  (Miller et  al.,  1978b;  1985).
     A comparison  of the results of Miller and co-workers with morphological
data (that shows  the centriacinar  region  to be most affected by  0,)  indicates
qualitative agreement between predicted tissue doses and observed effects in
the  pulmonary  region.   However, comparisons  in  the  tracheobronchial region
indicate  that dose-effect  correlations  may be improved by  considering other
expressions  of  dose such as  total  absorption by an  airway and  by further
partitioning of the  mucous  layer compartment  in  mathematical models.   Further
research  is  needed to define  toxic mechanisms, as well as to refine our know-
ledge of  important chemical, physical, and morphological  parameters.
     At present, there are few experimental results that are useful in judging
the  validity of the modeling efforts.  Such  results  are needed,  not only  to
understand better  the  absorption of 03 and its role in toxicity, but also to
support  and  to  lend confidence  to the  modeling  efforts.   With experimental
confirmation, models which  further our  understanding  of the role of 0,  in  the
respiratory tract will become practical  tools.
     The  consistency and similarity of  the  human and  animal  lower respiratory
tract dose curves  obtained  thus  far lend  strong  support to  the feasibility of
extrapolating to  man the results obtained on  animals exposed  to 0,.   In the
past, extrapolations have usually been qualitative in nature.  With additional
research  in  areas which are basic to  the formulation of dosimetry  models,
quantitative dosimetric  differences  among species can be  determined.  If  in
addition, more  information is obtained on species sensitivity  to a given dose,
significant advances can be made in quantitative extrapolations  and in making
inferences about the likelihood of effects of 0, in man.   Since animal studies
are  the  only available approach  for investigating the full  array of potential
                            •
disease  states  induced  by exposure to 0,, quantitative use of animal data is
in  the  interest of better establishing 0,  levels to  which  man can safely  be
exposed.
                                   9-220

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9.6.3  Effects of Ozone on theRespiratory Tract
9.6.3.1   Morphological  Effects.   The  morphological  changes  which follow
                               3
exposure to  less than 1960 ug/m  (1.0 ppm) 03 are very similar in all species
of laboratory mammals  studied.   Of the many specific cell types  found in the
respiratory  system, two  types,  ciliated cells and type 1 alveolar epithelial
cells, are  the  cells  most damaged morphologically following  03  inhalation.
Ciliated cells  are found in  the conducting airways, e.g., trachea, bronchi,
and nonrespiratory bronchioles.   Ciliated cells function in the normal clearance
of the  airways  and the  removal of  inhaled  foreign  material.   Following 03
exposure of experimental animals, damaged ciliated cells have been reported in
all  of  these conducting airways (Schwartz et  al.,  1976; Castleman et al.,
1977).  In  rats, damage  to ciliated cells appears most severe at the  junction
of the conducting  airways with the gas  exchange area (Stephens et al., 1974a;
Schwartz et al., 1976).   Damage to type 1 alveolar epithelial  cells is limited
to those  cells  located  near this junction, i.e., the centriacinar or  proximal
alveolar region  of the  pulmonary acinus (Stephens et al., 1974b; Schwartz et
al.,  1976;  Castleman  et al.,  1980; Barry et al., 1983;  Crapo et al., 1984).
Type  1  alveolar cells form most of the blood-air barrier where gas exchange
occurs.  Severely  damaged  ciliated and type 1 alveolar  epithelial cells are
shed  (sloughed)  from  the tissue  surface and are  replaced by multiplication of
other cell  types less damaged by 0»  (Evans et al.,  1985). This process has
been  most  extensively studied in the  centriacinar  region where  nonciliated
bronchiolar  cells  and type 2 alveolar  epithelial cells  become more numerous
(Evans et  al.,  1976a,b,c;  Lum et al.,  1978).   Some of  these nonciliated  bron-
chiolar and  type 2 cells differentiate  into ciliated and type 1 cells, respec-
tively.  Cell multiplication  in bronchioles may be more than that required for
replacement  of  damaged  ciliated cells, and nonciliated bronchiolar cells may
become  hyperplastic  (Castleman  et  al., 1977;  Ibrahim et al., 1980; Eustis et
al.,  1981)  and  sometimes appear as nodules (Zitnik  et al.,  1978; Moore and
Schwartz, 1981;  Fujinaka et al., 1985).  Inflammatory changes characterized  by
a  variety  of leukocytes with alveolar  macrophages predominating,  intramural
edema,  and  fibrin  are also seen in the centriacinar region (Stephens et al.,
1974a;  Schwartz et al.,  1976; Castleman et  al.,  1977;  Fujinaka et  al.,  1985).
      The  damage to ciliated  and centriacinar  type 1  alveolar  epithelial  cells
and  the inflammatory  changes  tend to occur soon after exposure to concentrations
                                   9-221

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of CL as  low  as 392 ug/m  (0.2 ppm).   Damage to centriacinar type 1 alveolar
epithelium in rats has been well documented as early as 2 hours after exposure
to 03 concentrations  of 980 ug/m  (0.5 ppm)  (Stephens  et al.,  1974a).  In the
same publication  the  authors  report damage to centriacinar  type  1 alveolar
                                                    3
epithelial cells  after  2  hours exposure to  392 ug/m   (0.2 ppm) 03, but this
portion of their  report  is not documented by published micrographs (Stephens
et al.,  1974a).  Loss of  cilia from cells  in the  rat terminal  bronchiole
                                      3
occurs following  exposure  to  980 ug/m  (0.5 ppm) 0, for 2 hours (Stephens et
al., 1974a).   Damage  to  ciliated cells has  been  seen  following exposure of
                                 3
both rats and monkeys to 392 ug/m  (0.2 ppm) 03, 8 hr/day for 7 days (Schwartz
et al., 1976; Castleman  et al., 1977).  Centriacinar  inflammation has been
                                                       3
reported as early as 6 hours after exposure to 980 ug/m  (0.5 ppm) 0, (Stephens
                                                      3             J
et al., 1974b) and 4 hours after exposure to 1568 ug/m  (0.8 ppm) 03 (Castleman
et al., 1980).
     During long-term exposures, the damage to ciliated cells and to centriacinar
type 1 cells and centriacinar inflammation continue, though at a reduced rate.
Damage to  cilia has  been  reported in monkeys  following 90-day  exposure to 980
    3
ug/m  (0.5 ppm) 0,,  8 hr/day  (Eustis et al.,  1981)  and in rats exposed to 980
    3
ug/m  (0.5 ppm) 03, 24 hr/day for 180 days (Moore and Schwartz, 1981).   Damage
to centriacinar type 1  cells  was  reported  following exposure of young  rats  to
490 ug/m   (0.25 ppm)  0,,  12 hrs/day  for 42 days  (Barry et al., 1983; Crapo  et
                                                                       3
al., 1984).   Changes  in type  1 cells were  not detectable after 392 ug/m   (0.2
                                                                       3
ppm) 03,  8 hr/day for 90  days but were seen  in rats exposed  to 980 ug/m   (0.5
ppm) for  the  same period  (Boorman et  al.,  1980).   Centriacinar  inflammatory
                                                            3
changes persist during 180-day exposures of rats to 980 ug/m  (0.5 ppm) 03, 24
hr/day (Moore and Schwartz,  1981) and one-year  exposures of monkeys to 1254
ug/m  (0.64 ppm) 03> 8 hr/day (Fujinaka et al., 1985).
     Remodeling of  distal  airways and centriacinar regions  occurs following
long-term  exposures  to  03.  Rats develop  respiratory bronchioles between the
terminal bronchiole to alveolar duct junction  seen  in control rats (Boorman et
al., 1980; Moore  and Schwartz, 1981).   In monkeys, distal airway  remodeling
results  in increased volumes of  respiratory  bronchioles  which have thicker
walls and  a  smaller internal  diameter (Fujinaka et al., 1985).  The walls of
centriacinar  alveoli  are  also thickened (Schwartz  et  al.,  1976;  Boorman et
al., 1980; Barry  et al., 1983;  Crapo et al.,  1984;  Last et al., 1984a).  Studies
of  the  nature of  these thickened interalveolar  septa  and bronchiolar walls
                                   9-222

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revealed increases in inflammatory cells, fibroblasts, and amorphous extracel-
lular matrix   (Last  et al., 1984a; Fujinaka  et  al.,  1985).   Three studies
provide morphological  evidence of  mild  fibrosis (i.e.,  local  increase of
collagen)  in  centriacinar  interalveolar  septa following exposure  to  <  1960
    3
ug/m  (< 1  ppm)  of CL (Last et al.,  1979;  Boorman  et al., 1980;  Moore and
Schwartz, 1981).   Changes in collagen location or amounts, or both, which occur
with the remodeling of the distal  airways, were reported in two of those studies
(Boorman et al.,  1980; Moore and Schwartz, 1981).
     While morphometry of small pulmonary arteries is not commonly studied  in
O^-exposed animals, pulmonary  artery  walls  thickened by muscular hyperplasia
                                                      3
and edema were reported in rabbits exposed to 784 pg/m  (0.4 ppm) 0-,  6  hr/day,
5 days/week for  10 months (P'an et  al.,  1972).   Thickened intima and media  in
pulmonary arterioles were reported in monkeys exposed to 1254 ug/m  (0.64 ppm)
03, 8 hr/day for 1 year (Fujinaka et al., 1985).
     Several of the effects of 0~ inhalation persisted after the 0~ inhalation
ended and  the  animals  breathed only filtered  air several days or weeks.  Lungs
                               3
from rats  exposed  to  1568 pg/rn  (0.8 ppm) 0-  for 72  hours appeared normal  6
days after the end of the exposure (Plopper et al.,  1978).   However, incomplete
resolution of  the  nonciliated  bronchiolar epithelial  hyperplasia was reported
                                                      3
in monkeys 7 days after 50 hours exposure to 1568 ug/m  (0.8 ppm) 0, (Castleman
                                                                       3
et al.,  1980)  and in mice 10 days after a 20-day exposure to 1568 ug/m   (0.8
ppm) Oo,  24 hr/day (Ibrahim et  al.,  1980).   Centriacinar inflammation and
distal  airway  remodeling were  still apparent  62  days  after a 180-day exposure
to 980 ug/m3 (0.5 ppm) 03, 24 hr/day (Moore and Schwartz, 1981).
     While not all species of laboratory mammals have been studied following a
single 0-  exposure regimen  or  using the  same  morphological techniques because
investigators  have asked  different  biological questions, there is a striking
similarity of  morphological  effects in the respiratory system of all  species
studied.   The  cell  types  most damaged are the same.   One of these cells,  the
type 1  alveolar  epithelial  cell, has  a  wide distribution in the  pulmonary
acinus and yet is damaged only in one specific location in all  species studied.
The other,  the ciliated  cell,  appears damaged wherever  it  is  located in the
conducting airways.  Damage to these cells is seen within hours after exposure
to concentrations  of  0.,  much lower than 1 ppm and continues during exposures
of weeks  or months.   Hyperplasia of other cell  types is reported  to start
early in the exposure period, to continue throughout a long-term exposure, and
                                   9-223

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when studied,  to persist following postexposure  periods  of days or weeks.
Centriacinar inflammation is  also  seen early and is reported throughout long
exposure periods.  Duration  of  centriacinar inflammation during postexposure
periods has been  studied less often and appears dependent upon length of the
exposure period.
     Other effects which have been reported in  fewer  studies  or in a more
limited number of species include distal airway remodeling and thickened pulmo-
nary arteriolar walls.   Remodeling of distal airways  has only been reported
                                  >»
in rats and monkeys  after long-term exposures.  In rats, remodeling of distal
airways has been  reported to persist for several weeks after the 0^ exposure
has  ended.   Thickened pulmonary  arteriolar walls  have  been reported only
twice,  once  after long-term  exposure of rabbits and  once  after long-term
exposure of monkeys.
     Studies on the morphologic effects of 03 exposures of experimental animals
are  summarized  in Figure 9-4 and Table 9-28 (see Section 9.6.1  for criteria
used to summarize the studies).
9.6.3.2   Pulmonary Function.   One of  the  limitations  of animal studies  is
that many  pulmonary  function tests comparable to those conducted after acute
exposure of human subjects are difficult to  interpret.   Methods exist, however,
for  obtaining  similar measurements of many  variables pertinent to  understand-
ing  the effects  of ozone on the respiratory tract,  particularly after longer
exposure  periods.   A number  of  newer studies  reported here reflect  recent
advances in studying  the effects of 0- on pulmonary function in small  animals.
     Changes in  lung  function following ozone exposure  have been  studied  in
mice,  rats, guinea pigs, rabbits,  cats, dogs, sheep, and monkeys.   Short-term
                                                        3
exposure  for 2 hr to  concentrations of 431  to  980  ug/m  (0.22 to 0.5 ppm)
produces  rapid,  shallow  breathing and increased pulmonary  resistance  during
exposure  (Murphy  et al., 1964;  Yokoyama,  1969; Watanabe et al., 1973; Amdur
et al., 1978).   The onset of  these effects is rapid and the  abnormal breathing
pattern usually  disappears  within 30 min after cessation of exposure.  Other
changes in lung function measured following  short-term ozone exposures lasting
3 hr to 14 days are usually greatest  1 day following exposure and disappear by
7 to 14 days following exposure.   These effects  are associated with premature
closure of the small, peripheral airways and include increased residual volume,
closing volume, and closing capacity  (Inoue  et al., 1979).
     Studies of  airway reactivity following short-term ozone exposure  of  1 to
2 hr duration  in  experimental animals  show that 0.,  increases the reactivity of
                                   9-224

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0.0-
0.1 -
0.2-
E 0.3-
Q.
Q.
Ozone concentration,
poop
Vj b> bi *
I I I I
0.8-
0.9-
1.0
X** oX^**X*^ X** X$^

I
I
I
'
«

I
I I
{
(
(
(
<
<
(
(
1 1
1
1 I
1 • <
1 (
1 (
1
1
1 1
1

1 I
1
1
1 1
1
1 1
t <
<

)

1
1 0
1

Figure 9-4. Summary of morphological effects in experimental animals
exposed to ozone. See Table 9-28 for reference citations of studies "
summarized here.
                         £-225

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         TABLE 9-28.   SUMMARY TABLE:   MORPHOLOGICAL EFFECTS OF OZONE
                            IN EXPERIMENTAL ANIMALS
  Effect/response
03 concentration, ppm
                                  References
Damaged ciliated
  and type 1 cells
Proliferation of non-
  ciliated bronchiolar
  and type 2 cells
Centriacinar
  inflammation
 [0.2], 0.5, 0.8
 0.2, 0.5, 0.8
 0.2, 0.35
 0.25
 0.25
       0.50,
                                     1.0
0.26
0.5
0.5
0.5
0.5, 0.8
0.5, 0.8
0.54, 0.88
0.8
0.8
0.85
 0.2, 0.35
 0.35, 0.50, 0.70,
  0.75, 1.0
 0.5
 0.5
 0.5
 0.5, 0.8
 0.54, 0.88
 0.64
 0.7
 0.8
 0.8
 0.8
 1.0

 [0.2], 0.5, 0.8
 0.2
 0.2, 0.5, 0.8
 0.25
 0.25
 0.35
 0.5
 0.5
 0.5, 0.8
 0.5, 0.8
 0.5, 0.8
 0.54, 0.88
 0.54, 0.88  '
 0.64
 0.8
 1.0
Boorman et al.  (1980)
Schwartz et al.  (1976)
Castleman et al.  (1977)
Barry et al. (1983)
Crapo et al. (1984)
Boatman et al.  (1974)
Stephens et al.  (1974b)
Moore and Schwartz (1981)
Evans et al. (1985)
Eustis et al. (1981)
Mellick et al.  (1975, 1977)
Stephens et al.  (1974a)
Castleman et al.  (1980)
Plopper et al.  (1978)
Stephens et al.  (1978)

Castleman et al.  (1977)
Evans et al. (1976b)

Evans et al. (1985)
Zitnik et al. (1978)
Moore and Schwartz (1981)
Eustis et al. (1981)
Freeman et al.  (1974)
Fujinaka et al.  (1985)
Evans et al. (1976a)
Castleman et al.  (1980)
Lum et al.  (1978)
Ibrahim et al.  (1980)
Caven.der et al.  (1977)

Boorman et al.  (1980)
Plopper et al.  (1979)
Schwartz et al.  (1976)
Barry et al. (1983)
Crapo et al. (1984)
Castleman et al.  (1977)
Stephens et al.  (1974b)
Moore and Schwartz (1981)
Mellick et  al.  (1975, 1977)
Brummer et  al.  (1977)
Last et al.  (1979)
Stephens et  al.  (1974a)
Freeman et  al.  (1974)
Fujinaka et  al.  (1985)
Castleman et al.  (1980)
Freeman et  al.  (1973)
                                   9-226

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         TABLE 9-28.   SUMMARY TABLE:   MORPHOLOGICAL EFFECTS OF OZONE
                      IN EXPERIMENTAL ANIMALS (continued)

  Effect/response       03 concentration, ppm           References
Distal airway            [0.2], 0.5,  0.8          Boorman et al.  (1980)
  remodeling             0.2, 0.5, 0.8            Schwartz et al.  (1976)
                         0.5                      Moore and Schwartz (1981)
                         0.64, 0.96               Last et al.  (1984a)
                         0.64                     Fujinaka et al.  (1985)
                         1.0                      Freeman et al.  (1973)
Thickened pulmonary      0.4                      P'an et al.  (1972)
  arteriolar walls       0.64      '              Fujinaka et al.  (1985)
the lungs to a number of stimuli.   Mild exercise, histamine aerosol inhalation,
and breathing air with reduced oxygen or elevated carbon dioxide concentrations
caused rapid, shallow  breathing  in conscious dogs immediately following 2-hr
exposures to  1100  to 1666 |jg/m3 (0.56  to  0.85 ppm) of  03  (Lee  et  al.,  1979,
1980).  Aerosolized  ovalbumin caused  an increased  incidence of  anaphylaxis  in
                                   3
mice preexposed to 980 or 1568 jjg/m  (0.5 or 0.8 ppm) of 03 continuously for 3
to 5  days  (Osebold et al., 1980).   In addition, increased airway sensitivity
to histamine  or  cholinomimetic drugs  administered  by  aerosol  or injection has
                                                                 o
been  noted  in several  species after exposure  to  980 to  5880 pg/m  (0.5  to 3.0
ppm)  of  03  (Easton and Murphy,  1967; Lee et al., 1977; Abraham et al., 1980,
1984a,b; Gordon  and  Amdur,  1980;  Gordon et al., 1981, 1984; Roum and Murlas,
1984).  The mechanism responsible for 0.,-induced bronchial reactivity is still
uncertain but may  involve more than one specific factor.  Ozone has been shown
to cause increased sensitivity of vagal sensory endings in the dog airway (Lee
et al., 1977, 1979,  1980).  Ozone exposure may also enhance the airway  respon-
siveness to  bronchoconstrictors  by altering sensitivity of the airway  smooth
muscle directly  or through released cellu.lar mediators (Gordon et al.. , 1981,
1984;  Abraham et al.,  1984a,b).   In  some  species,  increased airway hyperreac-
tivity may be explained by increased transepithelial  permeability or decreased
thickness of  the airway mucosa  (Osebold et al.,  1980; Abraham et al.,  1984b).
Ozone  exposure  may  also  decrease  airway hyperreactivity by  causing  mucous
hypersectetion,  thereby limiting the airway penetration of inhaled bronchocon-
strictors (Abraham et al., 1984a).
                                   9-227

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     The time course of  airway  hyperreactivity after exposure to 980 to 5880
     (0.5 to 3.0 ppm) of 03 suggests a possible association with inflammatory
cells and pulmonary  inflammation  (Holtzman et al., 1983a,b;  Sielczak et al.,
1983; Fabbri et  al.,  1984;  0'Byrne et al., 1984a,b; Murlas and Roum, 1985).
However, the time  course  of responsiveness is variable in different species
and the  relationships between airway inflammation  and reactivity at different
concentrations of  0- are not well  understood.  Additional studies that demon-
strate  increased collateral resistance  following  30 min local exposure of 03
or  histamine  in sublobar bronchi  of dogs  (Gertner et al.,  1983a,b,c,1984)
suggest  that other mechanisms,  along  with amplification of reflex pathways,
may  contribute  to  changes  in  airway  reactivity depending not only  on the
concentration of 0-  in  the airways but also  on the extent of penetration of
ozone into the lung periphery.
     The effects  of short-term  exposures  to 03 on  pulmonary function and
airway  reactivity  in  experimental  animals  are summarized in  Figure  9-5 and
Table 9-29  (see  Section  9.6.1  for criteria used in developing this summary).
                                                                           3
     Exposures of  4  to  6 weeks to ozone concentrations  of  392 to 490 ug/m
(0.2 to  0.25 ppm)  increased lung distensibility at high lung  volumes in young
rats (Bartlett  et  al.,  1974;  Raub et al.,  1983a).   Similar increases in lung
                                                                    3
distensibility were  found  in  older rats exposed to 784 to 1568 ug/m  (0.4 to
0.8 ppm) for up  to 180  days (Moore and  Schwartz,  1981;  Costa et al.,  1983;
                                                                        o
Martin et al., 1983).  Exposure to 03 concentrations of 980 to 1568 |jg/m  (0.5
to  0.8  ppm) increased pulmonary resistance and caused  impaired  stability of
the  small peripheral  airways  in both rats and monkeys  ( Wegner, 1982;  Costa
et  al.,  1983; Yokoyama et  al.,  1984; Kotlikoff et  al.,  1984).  The effects  in
monkeys  were  not  completely reversed  by 3 months  following  exposure;  lung
distensibility  had also  decreased  in  the postexposure period, suggesting the
development of lung fibrosis which has also been suggested morphologically and
biochemically.
     The effects of  long-term  exposures to ozone  on  pulmonary  function and
airway  reactivity  in  experimental  animals  are summarized in  Figure  9-6 and
Table 9-30  (see Section  9.6.1 for criteria used in developing this summary).
9.6.3.3  Biochemical  Effects  The  lung  is  metabolically  active,  and several
key steps in metabolism have been  studied after 0, exposure.   Since the proce-
dures for  such  studies are invasive, this  research has  been conducted  only  in
animals.  Effects,  to  be summarized below, have been observed on antioxidant
metabolism, oxygen consumption,  proteins,  lipids,  and xenobiotic metabolism.
                                   9-228

-------
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                                 Figure 9-5. Summary of effects of short-term ozone exposures on
                                 pulmonary function in experimental animals. See Table 9-29 for
                                 reference citations of studies summarized here.

-------
          TABLE 9-29.   SUMMARY TABLE:   EFFECTS ON PULMONARY FUNCTION
           OF SHORT-TERM EXPOSURES TO OZONE IN EXPERIMENTAL ANIMALS
  Effect/response
03 concentration, ppm
       References
Increased breathing
  frequency
Decreased lung
  compliance
Increased residual
  volume (RV),
  closing capacity
  (CC), and closing
  volume (CV)

Decreased diffusion
  capacity

Increased pulmonary
  resistance
Increased airway
  reactivity
   0.22, 0.41, 0.8
   0.34, 0.68, 1.0
   0.5
Decreased tidal volume     0.34, 0.68, 1.0
   [0.22], 0.41, 0.8
   0.26, 0.5, 1.0
   1.0

   0.24 - 1.0
   0.26, 0.5, 1.0
   [0.22]
   0.26, 0.5, 1.0
   0.5
   1.0

   [0.1J-0.8
   [0.1J-0.8, 1.0
   0.5, 1.0
   0.7
   1.0
Amdur et al.  (1978)
Murphy et al.  (1964)
Yokoyama (1969)

Murphy et al.  (1964)

Amdur et al.  (1978)
Watanabe et al. (1973)
Yokoyama (1974)

Inoue et al.  (1979)
Watanabe et al. (1973)
Amdur et al.  (1978)
Watanabe et al.  (1973)
Yokoyama (1969)
Yokoyama (1974)

Gordon and Amdur (1980)
Gordon et al.  (1981, 1984)
Abraham et al.  (1980, 1984a,b)
Lee et al.  (1977)
Holtzman et al.  (1983a,b)
     The lung contains several compounds (e.g., vitamin E, sulfhydryls, gluta-

thione)  and  enzymes (e.g.,  glutathione peroxidase, glutathione reductase,

glucose-6-phosphate dehydrogenase,  and  superqxide dismutase) that  function as

antioxidants, thereby  defending  the lung against oxidant  toxicity from the

oxygen  in  air,  from oxidants produced  during  metabolic  processes, and from
oxidizing  air pollutants  such as ozone.  Obviously, this  protection  is only

partial  for  03  since exposure to ozone  causes  numerous effects  on  lung  struc-

ture,  function,  and biochemistry.   Acute exposure to high ozone levels (2920
    o
ug/m ,  2 ppm)  typically decreases  antioxidant metabolism, whereas repeated

exposures  to  lower  levels  (between 272 and  1568 ug/m  ,  0.2 and 0.8 ppm)  in-

creases  this metabolism (DeLucia et al., 1975b).  In rats maintained on normal
                                   9-230

-------
                                                                             *G®
                                                                                              B#'
U)
                             I
                             a
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                             O
                            'O
                            o
                            9

                            I
                            o
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0.1-
0.2-
0.3-
0.4-
0.6-
O.i-
0.7 „
0.8-
0.9-
1.O-
1
1
0 C
0 «
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4

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                                    Figure 9-6. Summary of effects of long-term ozone exposures on
                                    pulmonary function in experimental animals. See Table 9-30 for
                                    reference citations of studies summarized here.

-------
          TABLE 9-30.   SUMMARY TABLE:   EFFECTS ON PULMONARY FUNCTION
            OF LONG-TERM EXPOSURES TO  OZONE IN EXPERIMENTAL ANIMALS
  Effect/response
0'3 concentration, ppm
     References
Increased lung volume
Increased pulmonary
  resistance
Decreased lung
  compliance

Decreased inspiratory
  flow

Decreased forced
  expiratory volume
  (FEV,) and flow
  (FEFJ
   [0.08], [0.12], 0.25
   0.2
   [0.2], 0.8
   0.4

   0.2, 0.8
   0.5, 1.0
   0.64
   0.64

   0.5, 0.8
   0.64

   [0.08], 0.12, 0.25
   0.2, 0.8
   0.64
Raub et al.  (1983a)
Bartlett et al.  (1974)
Costa et al.  (1983)
Martin et al.  (1983)

Costa et al.  (1983)
Yokoyama et al.,  1984
Wegner (1982)
Kotlikoff et al., 1984

Eustis et al.  (1981)
Wegner (1982)

Raub et al.  (1983)
Costa et al. (1983)
Wegner (1982)
diets, this response has been observed after a week of continuous or intermit-

tent exposure to 392 ug/m3 (0.2 ppm) 03 (Mustafa, 1975; Mustafa and Lee, 1976;

Plopper et al., 1979).   Similar responses are seen in monkeys and mice, but at
                                3
higher concentrations  (980 (jg/m ,  0.5 ppm)  (Fukase et al., 1978; Mustafa and
Lee, 1976).

     The effects of  03 on oxygen consumption  have been  studied  since  oxygen

consumption  is  a fundamental  parameter of cellular metabolism,  reflecting

energy production by cells.   As with antioxidant metabolism, acute exposure to
                                3
high  ozone levels  (>  3920 (jg/m ;  > 2 ppm)  decreases metabolism  (and  thus,
                                                                   3
oxygen consumption); repeated exposure to lower levels (> 1568 (jg/m ,  0.8 ppm)

increases  oxygen  consumption (Mustafa et al.,  1973;  Schwartz  et al.,  1976;

Mustafa and  Lee, 1976).,  Effects in  rats on  normal  diets  have been observed

after  a  short-term  exposure to ozone  levels  as low as  392 (jg/m   (0.2 ppm)

(Schwartz  et al., 1976; Mustafa et  al., 1973; Mustafa and Lee,  1976).   Monkeys
                                                 3
are affected at a higher level  of ozone (980 (jg/m  , 0.5 ppm).
                                   9-232

-------
     Similar patterns of  response  for both antioxidant metabolism and oxygen
consumption are observed  after  exposure to ozone.   A 7-day exposure to ozone
produces linear concentration-related  increases  in activities of glutathione
peroxidase,  glutathione  reductase,  glucose-6-phosphate  dehydrogenase, and
succinate oxidase  (Mustafa and  Lee,  1976;  Chow et  al. , 1974;  Schwartz  et al.,
1976; Mustafa et al., 1973).   Rats on a vitamin E-deficient diet experience an
                                           3
increase in  enzyme activities at  196  |jg/m  (0.1 ppm)  ozone as compared to
        3
392 |jg/m  (0.2 ppm) in animals on normal diets (Chow et al., 1981; Mustafa and
Lee, 1976; Mustafa,  1975).   Research on these enzymes  has  shown that there is
no  significant  difference in effects from  continuous  versus intermittent
exposure; this, along with concentration-response data, suggests that the con-
centration of ozone  is  more  important than  duration  of  exposure in causing
these effects  (Chow et al.,  1974; Schwartz  et al.,  1976;  Mustafa and  Lee,
1976).
     Duration of exposure still  plays a role, however.  During exposures up to
1  or 4  weeks,  antioxidant metabolism and 02 consumption  generally  do not
change on the first day of exposure;  by about day 2, increases are observed and
by  about day  4 a plateau is  reached (Mustafa and  Lee, 1976;  DeLucia et al.,
1975a).   Recovery  from these effects  occurs by  6 days post-exposure  (Chow
et al.,  1976b).  This  plateauing of  effects in the presence of exposure does
not  result  in  long-term  tolerance.  If rats are re-exposed after recovery is
observed, the  increase in enzyme activities  is equivalent  to  that observed in
animals exposed for the first time (Chow et al.,  1976b).
     The influence  of  age on responsiveness is also  similar  for  antioxidant
metabolism and  oxygen  consumption  (Elsayed et al.,  1982a;  Tyson  et al., 1982;
Lunan et al., 1977).  Suckling neonates (5 to 20 days old) generally exhibited
a decrease in enzyme activities; as  the animals grew older (up to about 180 days
old), enzyme activities generally  increased with age.  Species differences may
exist in  this  response (Mustafa and Lee,  1976;  Mustafa et al.,  1982;  Chow
et al.,   1975;  DeLucia et al.,  1975a).  Studies  in which monkeys have  been
compared to  rats did not include  a  description  of appropriate  statistical
considerations applied (if any); thus, no  definitive conclusions  about respon-
siveness of monkeys versus rats  can  be made.
     The mechanism  responsible  for the increase  in antioxidant metabolism  and
oxygen consumption is not known.   The  response is typically attributed, however,
to  concurrent  morphological  changes, principally the  loss  of  type 1  cells  and
an  increase in type 2 cells  that are  richer  in the enzymes measured.
                                   9-233

-------
     Monooxygenases constitute  another  class of enzymes  investigated  after
ozone exposure.  These enzymes  function  in the  metabolism of both endogenous
(e.g., biogem'c amines, hormones) and exogenous (xenobiotic) substances.  The
substrates acted upon  are  either activated or detoxified,  depending  on the
substrate and  the  enzyme.    Acute  exposure to 1470 to  1960  pg/m   (0.75 to
1 ppm) ozone decreased cytochrome  P-450  levels  and enzyme activities  related
to both  cytochrome  P-450  and P-448.   The  health impact of these changes is
uncertain since only a few elements of a complex metabolic system were measured.
     The activity of lactate dehydrogenase is increased in lungs of vitamin E-
                                                           3
deficient rats  receiving a short-term exposure  to 196  ug/m  (0.1 ppm)  ozone
(Chow et al., 1981).  Higher levels caused a similar response in rats,  but not
in monkeys, on normal diets (Chow et al., 1974,  1977).   This enzyme is frequent-
ly used as a marker of cellular damage because it is released upon cytotoxicity.
It is  not known,  however,  whether the increase  in this enzyme is a direct
reflection  of  cytotoxicity or  whether  it is an indicator  of  an increased
number of type 2 cells and macrophages in the lungs.
     An  increase in a  few  of the measured' activities of lysosomal enzymes  has
been shown in the lungs of rats exposed to >_ 1372 ug/m  (0.7 ppm) ozone (Oillard
et al.,  1972;  Castleman  et al., 1973a;  Chow et al., 1974).  This response is
most  likely  the result  of an  increase  in inflammatory  cells  in  the  lungs
rather  than  an induction  of enzymes, since  lysosomal  enzymes  in alveolar
macrophages decrease after i_n vivo or j_Q vitro exposure to ozone (Hurst et al. ,
1970; Hurst and Coffin, 1971).
     As  discussed  previously,   long-term exposure  to  high 03 concentrations
causes  mild  lung  fibrosis  (i.e., local   increase of collagen in centriacinar
interalveolar  septa).   This morphological  change  has been  correlated  with
biochemical  changes in the  activity  of  prolyl  hydroxylase  (an enzyme  that
catalyzes  the  production  of hydroxyproline) and in hydroxyproline content (a
component  of  collagen  that is  present in  excess  in fibrosis)  (Last et al.,
1979;  Bhatnagar  et al.,  1983).   An increase  in  collagen synthesis  has been
observed, with 980  ug/m  (0.5 ppm) 03 being the minimally effective concentra-
tion  tested  (Hussain et  al.,  1976a,b; Last et al.,  1979).   During a prolonged
exposure, prolyl hydroxylase activity increases by day  7 and returns to control
levels  by 60 days  of  exposure.  When a short-term exposure ceases,  prolyl
hydroxylase  activity returns to normal   by about 10 days post-exposure, but
hydroxyproline  levels  remain elevated 28 days post-exposure.  Thus, the product
                                   9-234

-------
of the increased  synthesis,  collagen,  remains relatively stable.  One study
(Costa et al.,  1983)  observed a small  decrease in collagen  levels of rats  at
392 and 1568 |jg/m  (0.2 and 0.8 ppm) 0- after an  intermittent exposure for 62
days.
     The effects  of  0, on increasing  collagen  content  may  be progressive;
i.e.,  after a  6-week  intermittent exposure of rats to  0.64  or 0.96 ppm 03
ceased,  collagen  levels 6  week post-exposure were elevated  over  the levels
immediately after exposure (Last  et al.,  1984b).  Also, there appears to be
little difference between  continuous  and  intermittent exposure in increasing
collagen levels in rat lungs  (Last et al,  1984b).  Thus, the  intermittent clean
air periods were not sufficient to permit  recovery.
     Although the ability of  0, to  initiate peroxidation of  unsaturated fatty
acids  J_n vitro  is well  established, few HI vivo  studies of  lung  lipids have
been conducted.   Generally, ozone decreases unsaturated fatty acid content of
the lungs (Roehm et al., 1972) and decreases incorporation of fatty acids into
lecithin (a saturated fatty acid) (Kyei-Aboagye  et al., 1973).  These altera-
tions, however, apparently do not alter the surface-tension-lowering properties
of lung lipids  that  are important to  breathing  (Gardner et  al.,  1971; Huber
et al.,  1971).
     One of  the earliest  demonstrated effects of ozone was  that very high
concentrations  caused  mortality as  a  result of  pulmonary edema.   As more
sensitive techniques were  developed,  lower levels (510 ng/m , 0.26 ppm)  were
observed to increase the protein content of the lung (Hu et al.,  1982).   Since
some of the excess protein could be attributed to serum proteins, the interpre-
tation was that edema  had occurred.  This effect was more pronounced several
hours after exposure  ceased.   At higher concentrations, a  loss  of carrier-
mediated transport from the air side of the lung to the blood side was observed
(Williams et al., 1980).  These changes imply an effect on the barrier function
of  the  lung,  which  regulates fluxes  of various substances  with potential
physiological activities across the alveolar walls.
     The biochemical effects  observed  in  experimental  animals exposed to  0,
are summarized  in Figure  9-7 and Table 9-31  (see Section 9.6.1  for  criteria
used in developing this summary).
9.6.3.4   Host  Defense  Mechanisms.   Reports  over the years  have presented
substantial evidence that exposure to ozone impairs the antibacterial activity
of the  lung, resulting  in  an  impairment of the  lung's ability  to  kill inhaled
                                   9-235

-------
10
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0.6-
0.7-
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0.9-
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                                 Figure 9-7. Summary of biochemical changes in experimental animals

                                 exposed to ozone. See Table 9-31 for reference citations of studies

                                 summarized here.

-------
               TABLE 9-31.   SUMMARY TABLE:   BIOCHEMICAL  CHANGES
                   IN EXPERIMENTAL ANIMALS  EXPOSED  TO  OZONE
  Effect/response
 03 concentration,  ppm
                         References
Increased 02
  consumption
Increased lysosomal
  enzyme activities
Increased lung
  hydroxyproline
  and prolyl
  hydroxylase
  activity
Altered mucus
  glycoprotein
  secretions

Increased alveolar
  protein and
  permeability
  changes

Increased LDH
  activity
Increased NADPH
  cytochrome c
  reductase
  activity

Increased GSH
 metabolism
[0.1], 0.2
[0.1], 0.2, 0.35, 0.5, 0.8
0.2, 0.5, 0.8
0.2, 0.5, 0.8
0.45
0.8
0.8

[0.2], [0.5], 0.8
0.7, 0.8
0.7, 0.8

[0.2], 0.5, 0.8
0.2, 0.8
0.45, 0.8
0.5, 0.64, 0.96
0.5
0.8

[0.2], [0.4], 0.5, 0.6, 0.8
0.5, 0.6, 0.8
0.6, 0.8

[0.1], 0.26, 0.51, 1.0
[0.25], 0.5, 1.0
0.6, 1.0
1.0
[0.1]
[0.5],
0.8
0.8
0.2, 0.35, 0.8
0.2, 0.5, 0.8
0.2, 0.5, 0.8
[0.1]
     0.2
     0.35,
                      0.2,
                      0.32
                      0.45
                      0.5
    0.5,
   0.8
   0.8
   0.8
   1.0
                                      0.8
Mustafa (1975)
Mustafa and Lee (1976)
Mustafa et al.  (1973)
Schwartz et al. (1976)
Mustafa et al.  (1982)
Chow et al. (1976b)
Elsayed et al.  (1982a)

Chow et al. (1974)
Oil lard et al.  (1972)
Castleman et al.  (1973a,b)

Hussain et al.  (1976a,b)
Costa et al. (1983)
Bhatnagar et al.  (1983)
Last et al. (1979, 1984b)
Last and Greenberg (1980)
Hesterberg and Last (1981)

Last and Kaizu (1980)
Last and Cross (1978)
Last et al. (1977)

Hu et al. (1982)
Alpert et al.  (1971a)
Williams et al. (1980)
Reasor et al.  (1979)

Chow et al. (1981)
Chow et al. (1977)
Chow and Tappel (1973)

Mustafa and Lee (1976)
Schwartz et al. (1976)
DeLucia et al. (1972, 1975a,b)
Chow et al. (1981)
Plopper et al. (1979)
Mustafa and Lee (1976)
Chow et al. (1974)
DeLucia et al. (1972, 1975a,b)
Schwartz et al. (1976)
Fukase et al.  (1975)
Moore et al.   (1980)
Mustafa et al. (1982)
Chow et al. (1975)
                                   9-237

-------
               TABLE 9-31.   SUMMARY TABLE:   BIOCHEMICAL CHANGES
             IN EXPERIMENTAL ANIMALS EXPOSED TO OZONE (continued)

  Effect/response      03 concentration,  ppm          References
                      0.5,  1.0                    Fukase et al.  (1978)
                      0.7,  0.75,  0.8              Chow and Tappel  (1972,  1973)
                      0.8                         Elsayed et al.  (1982a,b;
                                                    1983)
                      0.8                         Chow et al.  (1976b)
                      0.9                         Tyson et al.  (1982)
                      0.9                         Lunan et al.  (1977)
Increased NPSH        0.1,0.2                    Plopper et'al.  (1979)
                      0.2,  0.5,  0.8               DeLucia et al.  (1975b)
                      0.45                        Mustafa et al.  (1982)
                      0.8                         Chow et al.  (1976b)
Decreased             0.5                         Roehmetal.,  1972
  unsaturated
  fatty acids
microorganisms.   Suppression of this biocidal defense of the lung can lead to
microbial proliferation within the lung,  resulting in mortality.   The mortality
response is concentration-related and is significant at concentrations as low
as 157  to  196  pg/m3 (0.08 to 0.1 ppm) (Coffin et al., 1967; Ehrlich et al.,
1977; Miller et  al.,  1978a;  Aranyi  et al., 1983).  The biological basis for
this response appears  to  be  that ozone or  one  of its reactive products  can
impair or suppress the normal bactericidal  functions of the pulmonary defenses,
which results in  prolonging  the  life of the infectious agent,  permitting its
multiplication and ultimately, in this animal  model, resulting in death.   Such
infections can occur  because of  0,  effects on a  complex host defense .system
involving  alveolar  macrophage functioning,  lung  fluids,  and  other  immune
factors.
     The data obtained in various experimental  animal studies indicate that
short-term ozone exposure can reduce the effectiveness of several vital  defense
systems  including  (1) the ability  of  the  lung to  inactivate  bacteria  and
viruses  (Coffin  et  al.,  1968;  Coffin and Gardner,  1972b;  Goldstein  et al.,
1974a, 1977; Warshauer et al., 1974; Bergers et al; 1983.   Schwartz and Christman,
1979;  Ehrlich  et al., 1979);  (2) the  mucociliary transport system  (Phalen
et al.,  1980; Frager et al.,  1979; Kenoyer et al., 1981;  (3) the immunological
system  (Campbell  and  Hilsenroth,  1976;  Fujimaki et al.,  1984; Thomas et al. ,
                                   9-238

-------
1981b; Aranyi et al.,  1983;  and (4) the pulmonary macrophage (Dowell  et al.,
1970; Goldstein et al., 1971a,b, and 1977; Hadley et al., 1977;  McAllen et al.,
1981; Witz et al.,  1983;  Hurst et al., 1970; Hurst and Coffin,  1971;  Amoruso
et al., 1981).   Studies  have  also indicated that the  activity  level  of the
test subject and the presence  of  other airborne chemicals are important vari-
ables that can  influence  the  determination of the  lowest  effective concen-
tration of the  pollutant  (Gardner et al., 1977; Aranyi et al., 1983; Ehrlich,
1980, 1983; Grose  et al.,  1980, 1982;  Phalen et al., 1980;  Goldstein  et al.,
1974a; IIling et al.,  1980).
     Ciliated cells are  damaged by  03 inhalation,  as  demonstrated  by  major
morphological  changes  in  these  cells,  including necrosis and sloughing, or  by
the  shortening  of  the  cilia in cells  attached  to the bronchi.   Sufficient
ciliated cell damage should  result  in decreased transport of viable and non-
viable particles from  the lung.  Rats exposed to  784,  1568,  1960,  or 2352
    3
jjg/m  (0.4, 0.8,  1.0,  or 1.2 ppm)  for times as short  as 4  hr have  decreased
short-term clearance of  particles from the lung (Phalen et al.,  1980;  Frager
et al., 1979;  Kenoyer  et al.,  1981).  Short-term clearance  is mostly  due to
mucus transport of  particles,  and the decreased  short-term  clearance  is  an
anticipated functional  result  predicted  from morphological  observations.  The
mucous glycoprotein production  of the  trachea is  also  altered by 0- exposure.
Mucous glycoprotein biosynthesis,  as measured ex vivo  in  cultured  trachea!
explants from exposed rats, was inhibited by short-term continuous exposure to
         3
1568 (jg/m  (0.8 ppm) of  0., for 3 to 5 days (Last and Cross, 1978;  Last and
Kaizu, 1980;  Last et al., 1977).  Glycoprotein synthesis and secretion recovered
to control values after 5 to 10 days of exposure and increased to greater than
control values after 10 days of exposure.  With this increase in production of
mucus, investigators have found that the velocity  of  the trachea!  mucus was
                                                            3
significantly reduced following a 2 hr exposure to 1960 ug/m  (1.0 ppm) (Abraham
et a!., 1980).
     A problem  remains in assessing the  relevance  of  these animal  data to
humans.  Green  (1984) reviewed  the literature and compared the host antibacterial
defense systems of  the rodent  and man and  found  that these two species had
defenses that are very similar  and thus provide a good basis for a qualitative
extrapolation.   Both defenses  consist  of an aerodynamic filtration system, a
fluid layer lining the respiratory membranes, a transport mechanism for removing
foreign particles,  microorganisms,  and pulmonary  cells,  and immune  secretions
                                   9-239

-------
of lymphocytes and plasma cells.   In both rodents and humans,  these components
act in concert to maintain the lung free of bacteria.
     If the animal models are to be used to reflect the toxicological  response
occurring in  humans,  then  the endpoint for comparison of such studies should
be morbidity  rather  than  mortality.   A better index  of  CL  effect in  humans
might be the  increased  prevalence of infectious respiratory  illness  in  the
community.   Such a comparison may be proper since both mortality from  respira-
tory infections  (animals)  and morbidity from respiratory infections (humans)
can result  from  a loss  in pulmonary defenses  (Gardner,  1984).   Whether the
microorganisms used in the various animal studies are comparable to the organ-
isms responsible  for  the  respiratory infections  in a  community  still  requires
further investigation.
     Ideally, studies of  pulmonary host defenses should be performed  in man,
using epidemiological  or  volunteer  methods  of study.  Unfortunately, such
studies have  not been reported yet.  Attention must therefore be paid to the
results of host-defense experiments conducted with animals.
     In the  area of  host  defense  of  the  lung against  infection,  present  know-
ledge of the physiology, metabolism, and function have come primarily  from the
study of various animal  systems,  but it is generally accepted that the basic
mechanisms of action of these defense cells and systems function  similarly in
both animals  and man.   There are  also  human data  to  support  this  statement,
especially  in such areas  as immunosuppression, ciliostasis,  and alveolar
macrophages.  The effects seen  in animals  represent alterations in  basic
biological   systems.   One  can assume  that  similar alterations  in basic defense
mechanisms  could occur in  humans since  they  possess equivalent pulmonary
defense systems.   It  is understood, however, that different  exposure levels
may be  required  to produce similar responses in  humans.   The  concentration  of
CL  at which effects  become  evident can be influenced by a number of  factors,
such as preexisting disease,  virulence of the infectious agent, dietary factors,
concurrent  exposure  to  other pollutants, exercise, or the presence of other
environmental stresses, or a  combination of these.   Thus, one could hypothesize
that humans exposed to On  could experience effects on host defense mechanisms.
At  the  present  time, however, one  cannot  predict  the exact concentration  at
which effects may  occur in man nor the severity  of the effects.
     The effects of  0~  on host defense  mechanisms  in  experimental  animals  are
summarized  in Figure 9-8 and Table 9-32  (see Section 9.6.1 for  criteria used
in  developing this summary).
                                   9-240

-------

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Figure 9-8. Summary of effects of ozone on host defense mechanisms
in experimental animals. See Table 9-32 for reference citations of
studies summarized here.

-------
        TABLE 9-32.   SUMMARY TABLE:   EFFECTS OF OZONE ON HOST DEFENSE
                      MECHANISMS IN EXPERIMENTAL ANIMALS
  Effect/response
03 concentration, ppm
     References
Delayed mucociliary
  clearance; accelerated
  alveolar clearance,
  ciliary beating
  frequency
Inhibited bactericidal
  activity
Altered macrophage
  membrane
Decreased macrophage
  function
Altered no. of defense
  cells
 Increased  suscepti-
  bility to  infection
  [0.1]
  0.4, 0.8, 1.0
  [0.5]
  [0.5], 1.0
  0.8
  1.2

  0.4
  0.4
  0.5
  0.62
  0.7
  0.7
  0.99

  0.1, 1.0
  0.5
  0.5
  0.5, 1.0

  0.25, 0.5

  0.5
  0.5, 0.67
  0.5, 0.67
  0.8
  1.0
  1.0

  0.2
  0.2, 0.35, 0.5, 0.8
  0.2, 0.35
  0.2, 0.5, 0.8
  0.25
  0.5
  0.5, 0.88
  0.5
  0.5, 0.88
  0.5, 0.8
  0.54, 0.88
  0.8
  1.0
  1.0

  0.08
  0.08, 0.1
  0.1
Grose et al.  (1980)
Kenoyer et al.  (1981)
Friberg et al.  (1972)
Abraham et al.  (1980)
Phalen et al.  (1980)
Frager et al.  (1979)

Coffin and Gardner (1972b)
Goldstein et al.  (1972b)
Friberg et al.  (1972)
Goldstein et al.  (1971b)
Bergers et al.  (1983)
Warshauer et al.  (1974)
Goldstein et al.  (1971a)

Gardner et al.  (1971)
Dowel 1 et al.  (1970)
Hadley et al.  (1977)
Goldstein et al.  (1977)

Hurst et al.  (1970)
Hurst and Coffin (1971)
Alpert et al.  (1971b)
Coffin et al.  (1968)
Coffin and Gardner (1972b)
Schwartz and Christman (1979)
Shingu et al.  (1980)
McAllen et al.  (1981)

Plopper et al.  (1979)
Dungworth et al.  (1975b)
Castleman et al.  (1977)
Boorman et al.  (1977, 1980)
Barry et al.  (1983)
Zitnik et al.  (1978)
Stephens et al. (1974a)
Last et al. (1979)
Brummer et al.  (1977)
Eustis et al.  (1981)
Freeman et al.  (1974)
Castleman et al.  (1980)
Freeman et al.  (1973)
Cavender et al. (1977)

Coffin et al. (1967)
Miller et al. (1978a)
Ehrlich et al. (1977)
                                   9-242

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        TABLE 9-32.   SUMMARY TABLE:   EFFECTS OF OZONE ON HOST DEFENSE
                MECHANISMS IN EXPERIMENTAL ANIMALS (continued)
Effect/response
Increased suscepti-
bility (cont'd)






Altered immune
activity




03 concentration, ppm
0.1
0.1, 0.3
[0.2], 0.4, 0.7
0.3
0.5
[0.64]
0.7, 0.9
1.0
0.1
0.5, 0.8
0.5, 0.8
0.59

0.8
References
Aranyi et al. (1983)
11 ling et al. (1980)
Bergers et al. (1983)
Abraham et al. (1982)
Wolcott et al. (1982)
[Sherwood et al. (1984)]
Coffin and Blommer (1970)
Thomas et al . (1981b)
Aranyi et al. (1983)
Osebold et al. (1979, 1980)
Gershwin et al. (1981)
Campbell and Hilsenroth
(1976)
Fujimaki et al. (1984)
9.6.3.5  Tolerance.   Examination of responses to short-term,  repeated exposures
to 0,  clearly  indicates  that with some of the  parameters  measured,  animals
have an increased capacity to resist the effects of subsequent exposure.   This
tolerance persists for varying  times,  depending on the degree of development
of the tolerance.  Previous  exposure to low concentrations of 03 will protect
against the effects of subsequent exposure to lethal doses  and the development
of lung edema  (Stokinger et al. ,  1956; Fairchild,  1967; Coffin and Gardner-,
1972a; Chow, 1984).   The  prolongation of mucociliary clearance reported for 0,
can also be  eliminated by pre-exposure to a  lower concentration (Frager et
al., 1979).  This  effect is demonstrated for a  short  period of time and is
lost as soon as  the mucus secretion  rate  returns  to normal.  However, not all
of the toxic effects of 0,,  such as reduced functioning activity of the pulmonary
defense system (Gardner  et  al., 1972);  hyperplasia of  the type 2 cells (Evans
et al., 1971, 1976a,b); increased susceptibility to respiratory disease (Gardner
and Graham,  1977);  loss  of  pulmonary  enzymatic  activity (Chow,  1976, Chow
et al., 1976b); and inflammatory response (Gardner et al.,  1972) can be totally
prevented by prior treatment with  low  levels  of  0~.  Dungworth et  al. (1975b)
and Castleman  et al.  (1980) have attempted to explain  tolerance  by  careful
examination of the morphological changes that occur with repeated 0, exposures.
These  investigators suggest that  during continuous exposure  to 0-  the injured

                                   9-243

-------
cells attempt to  initiate  early repair of the  specific  lesion.   The repair
phase results in a reduction of the effect first observed but lasts only for a
short time since  the recovered  cells are as sensitive to re-exposure to 0- as
the pre-exposed counterpart  (Plopper  et al.,  1978).  This information is an
important observation because  it  implies  that the decrease in susceptibility
to Og persists  only as long  as  the exposure to  0, continues.  The  biochemical
studies of Chow et al.  (1976b) support this conclusion.
     At this time, there  are a number  of  hypotheses proposed to explain the
mechanism of  this phenomenon  (Mustafa  and Tierney, 1978;  Schwartz et al.,
1976; Mustafa  et  al.,  1977; Berliner  et  al.,  1978; Gertner et al., 1983b;
Bhatnagar et al.,  1983).   Evidence by Nambu and Yokoyama (1983) indicates that
although the pulmonary antioxidant system (glutathione peroxidase,  glutathione
reductase, and  glucose-6-phosphate dehydrogenase)  may play an active role in
defending the lung against ozone,  it does  not explain the mechanism of toler-
ance in that the development of tolerance does not coincide with the described
biochemical  enhancement of the antioxidant system in the lungs of rats.
     From this  literature, it would appear that tolerance,  as seen in animals,
may not  be  the  result of any  one  single  biological process,  but instead may
result from  a  number  of different events, depending on the specific response
measured.  Tolerance does  not  imply  complete or absolute protection, because
continuing injury does still occur, which  could potentially  lead to nonrever-
sible pulmonary changes.
     Tolerance  may not  be long-lasting.  During 0- exposure, the increase in
antioxidant metabolism reaches  a plateau  and  recovery occurs  a  few days after
exposure ceases.  Upon re-exposure, effects observed are similar to those that
occurred during the primary exposure (Chow et al., 1976b).

9.6.4  Extrapulmonary Effects of Ozone
     It  is  still  believed  that 03, on  contact with  respiratory  system tissue,
immediately  reacts and  thus  is not absorbed or transported to extrapulmonary
sites to any significant degree.  However, several studies suggest that possibly
products  formed by  the interaction of  0-  and respiratory system  fluids  or
tissue can produce effects in lymphocytes, erythrocytes, and serum, as well as
in the  parathyroid  gland,  the  heart, the  liver, and the CMS.  Ozone exposure
also  produces  effects on  animal  behavior that may be  caused by pulmonary
consequences of 0,,  or by nonpulmonary (CNS) mechanisms.   The mechanism by
                                   9-244

-------
which 0- causes extrapulmonary changes'is unknown.  Mathematical models of 0-
dosimetry predict that very  little 0- penetrates to the blood of the alveolar
capillaries.  Whether these effects result from 0. or a reaction product of 0.,
which penetrates to the blood and is transported is the subject of speculation.
9.6.4.1  Central Nervous System  and Behavioral  Effects.   Ozone  significantly
affects  the behavior of  rats  during  exposure  to  concentrations  as  low as
        3
235 |jg/m  (0.12 ppm)  for 6 hr.   With  increasing concentrations  of 0~,  further
decreases in  unspecified motor activity  and  in  operant  learned  behaviors  have
been  observed (Konigsberg and Bachman,  1970;  Tepper  et  al.,  1982;  Murphy
et al., 1964;  and Weiss et al.,  1981).   Tolerance  to the  observed decrease in
motor activity  may  occur on  repeated  exposure.  At low  0, exposure concentra-
               3
tions (490 |jg/m , 0.25 ppm),  an  increase in activity is observed after exposure
                                          3
ends.   Higher 0^  concentrations  (980 pg/m ,  0.5 ppm) produce  a decrease in
rodent  activity that persists  for several hours  after  the end of exposure
(Tepper et al., 1982, 1983).
     The mechanism  by which behavioral  performance  is reduced is unknown.
Physically active responses appear to enhance the  effects of 0-, although this
may  be  the  result  of an enhanced  minute volume that increases  the effective
concentration  delivered  to the  lung.   Several  reports  indicate that  it  is
unlikely that animals have reduced physiological  capacity to  respond,  prompt-
ing Weiss et  al. (1981) to suggest that 0- impairs the  inclination to  respond.
Two  studies  indicate that mice  will  respond to  remove themselves  from an
                                            3
atmosphere  containing greater  than 980 pg/m  (0.5  ppm)  (Peterson  and Andrews,
1963, Tepper  et al.,  1983).   These studies  suggest that  the aversive  effects
of 0-  may  be due to  lung irritation.   It is  unknown whether lung irritation,
odor, or a  direct  effect  on  the  CMS causes  change  in rodent behavior at lower
03 concentrations.
9.6.4.2  Cardiovascular Effects.   Studies on the  effects  of 0.,  on the  cardio-
vascular system are few,  and to  date  there  are  no  reports of  attempts  to  con-
firm  these  studies.   The  exposure of rats to 0, alone  or in combination with
                  3
cadmium  (1176 |jg/m  ,  0.6  ppm 0-) resulted in measurable increases in systolic
pressure and  heart rate (Revis  et al.,  1981).  No additive  or antagonistic
response was  observed with the  combined  exposure.  Pulmonary capillary blood
                                                                       3
flow  and PaO? decreased 30 min  following exposure of  dogs to 588 |jg/m  (0.3
ppm) of  03  (Friedman  et al., 1983).   The  decrease  in pulmonary  capillary blood
flow persisted  for as long as 24 hr following exposure.
                                   9-245

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9.6.4.3  Hematological and Serum Chemistry Effects.   The data  base  for the
effects of 0^  on  the hematological  system is extensive and indicates that 0.,
or one  of  its  reactive  products  can cross  the  blood-gas  barrier,  causing
changes in the  circulating  erythrocytes (RBC) as well as significant differ-
ences in various components of the serum.
     Effects of 03  on  the circulating RBCs can be readily identified by exa-
mining  either  morphological  and/or biochemical  endpoints.  These  cells are
structually and metabolically well understood  and are available through rela-
tively  non-invasive  methods, which makes  them  ideal candidates  for both human
and animal studies.  A wide  range of  structural  effects  have been reported  in
a variety  of  species of animals,  including  an increase  in the fragility of
                                               3
RBCs isolated from monkeys exposed to 1470 ug/m  (0.75 ppm) of 0, 4 hr/day for
4 days  (Clark  et  al.,  1978).   A single 4-hr  exposure to 392 ug/m3 (0.2 ppm)
also caused increased fragility as well as sphering of RBCs of rabbits (Brinkman
et al., 1964).  An increase in the number of RBCs with Heinz bodies was detected
                                        3
following  a  4-hr exposure to 1666 ug/m  (0.85 ppm).   The presence of  such
inclusion  bodies  in  RBCs is an indication of  oxidant stress (Menzel  et al.,
1975a).
     These morphological changes are frequently accompanied by a wide range of
                                                           3
biochemical effects.   RBCs  of  monkeys exposed to 1470 ug/m  (0.75 ppm) of 03
for 4  days also  had  a decreased  level of glutathione  (GSH)  and decreased
acetylcholinesterase (AChE)  activity,  an  enzyme bound to  the  RBC membranes.
The RBC GSH  activity remained significantly lower 4 days postexposure (Clark
et al., 1978).
     Animals deficient  in  vitamin  E  are more  sensitive to 0.,.   The RBCs from
these  animals,  after being exposed to  0.,, had a significant increase in  the
activity of GSH peroxidase, pyruvate kinase, and lactic dehydrogenase, but had
a decrease in  RBC GSH  after  exposure  to 1568 ug/m   (0.8  ppm) for 7 days (Chow
and Kaneko,  1979).   Animals  with  a vitamin  E-supplemented diet did  not have
any changes in glucose-6-phosphate dehydrogenase (G-6-PD), superoxide dismutase,
or catalase  activities.   At  a  lower  level  (980 ug/m , 0.5  ppm), there were  no
changes in GSH level or in the activities of  GSH peroxidase or GSH reductase
(Chow et al., 1975).  Menzel et al. (1972) also  reported a significant increase
in lysis of RBCs  from vitamin E-deficient animals after 23 days of exposure to
980 ug/m   (0.5 ppm).  These effects were  not observed in vitamin E-supplemented
rats.   Mice  on a vitamin E-supplemented  diet  and  those  on a deficient diet
                                   9-246

-------
                                                                   3
showed an increase in G-6-PD activity after an exposure of 627 (jg/m  (0.32 ppm)
of 03 for 6  hr.   Decreases  observed in AChE activity occurred in both groups
(Moore et al., 1980).
     Other blood changes  are  attributed to Ov  Rabbits exposed for 1 hr to
        3
392 ug/m  (0.2 ppm) of 0,  showed a significant drop in total  blood serotonin
                                                                    3
(Veninga, 1967).   Six- and 10-month exposures of rabbits to 784 (jg/m  (0.4 ppm)
of 03 produced an  increase  in serum protein  esterase  and in  serum trypsin
inhibitor.   This latter  effect  may be a result  of  thickening of the small
pulmonary arteries.   The  same exposure caused a significant decrease in albumin
levels and an  increase  in alpha and gamma globulins (PJan and Jegier, 1971,
1976; P'an et al., 1972; Jegier, 1973).  Chow  et al. (1974) reported that the
serum lysozyme level  of rats increased significantly after 3 days of continuous
exposure to 0, but was not affected when the exposure was intermittent (8 hr/day,
                                                            3
7 days).   The 03 concentration in both studies was  1568 (jg/m  (0.8 ppm) of 0.,.
     Short-term  exposure  to low concentrations  of  0-  induced an  immediate
change in the serum creatine phosphokinase level in mice.  In this  study, the
03 doses were  expressed  as  the product of concentration and time.   The C x T
value for this effect ranged from 0.4 to 4.0 (Veninga et al.,  1981).
     A few of the hematological  effects observed in animals (i.e.,  decrease in
GSH and AChE activity and the formation of Heinz bodies) following exposure to
03 have also been seen following i_n vitro exposure  of RBCs from humans (Freeman
and Mudd, 1981;  Menzel et al. ,  1975b; Verweij and Van  Steveninck,  1981).  A
common effect observed by  a number of  investigators is  that 0,  inhibits the
membrane ATPase activity  of RBCs (Koontz and Heath,  1979; Kesner et al.,  1979;
Kindya and  Chan, 1976;  Freeman  et al., 1979; Verweij  and Van Steveninck,
1980).  It has been postulated that this inhibition of ATPase  could be related
to the spherocytosis  and  increased  fragility  of  RBCs seen  in animal and human
cells.
     Although these jn vitro data are useful in studying mechanisms of action,
it is difficult to extrapolate these data to any effects observed in man.   Not
only is the method of exposure not physiological, but the actual  concentration
of 03 reaching the RBC cannot be determined with any accuracy.
9.6.4.4  Cytogenetic and Teratogenic Effects.  Uncertainty still  exists regard-
ing possible  reproductive,  teratogenic,  and  mutational  effects of  exposure to
ozone.  Based on various HI vitro  data, a  number  of chromosomal effects of
ozone have been described for isolated cultured cell lines, human lymphocytes,
                                   9-247

-------
and microorganisms (Fetner, 1962; Hamelin et al., 1977a,b, Hamelin and Chung,
1975a,b, 1978; Scott  and  Lesher,  1963; Erdman and Hernandez, 1982; Guerrero
et al., 1979;  Dubeau  and  Chung, 1979, 1982).   The interpretation,  relevance,
and predictive values  of  such studies to human health are questionable since
(1)'the concentrations used were  many-fold  greater than what is found in the
ambient air  (see  Chapter 10);  (2) extrapolation of j_n vitro exposure concen-
trations to  human exposure  dose is not yet  possible;  and (3) direct exposure
of isolated  cells to  ozone  is highly  artifactual  since  it bypasses all  the
defenses of  the  host  that would  normally be  functioning in protecting  the
individual  from the  inhaled gas.  Furthermore,  the direct exposure  of isolated
cells i_n vitro to ozone  may  result  in  chemical  reactions between  ozone  and
culture media that might not occur i_n vivo.
     Important questions still  exist regarding i_n vivo cytogenetic effects of
ozone  in  rodents and  humans.   Zelac et al.  (1971a,b) reported chromosomal
abnormalities  in peripheral  leukocytes of hamsters exposed  to  03 (0.2 ppm).
Combined exposures to  ozone and radiation (227-233 rads)  produced an  additive
effect  on  the  number  of  chromosome  breaks in  peripheral  leukocytes.   These
specific findings were not confirmed by Gooch  et  al.  (1976)  or  by Tice et al.
(1978), but  sufficient differences in the various experimental  protocols make
a direct comparison difficult.  The  latter group did report significant  increases
in the  number  of chromatid deletions  and achromatic  lesions resulting  from
exposure to 0.43 ppm ozone.
     Because  the  volume  of air inspired during pregnancy is significantly
enhanced,  the  pregnant animal may be  at  greater  risk to  low levels of ozone
exposure.  Early studies  on  the possible teratogenic  effects of  ozone  have
suggested  that exposures as low as 0.2 ppm can reduce infant survival rate and
cause unlimited incisor growth (Brinkman et al., 1964; Veninga,  1967).   Kavlock
et al.  (1979, 1980) found that pregnant rats exposed to 1.0 and 1.49 ppm ozone
showed  a significant increase in embryo resorption rate,  slower growth,  slower
development  of righting  reflexes, and delayed grooming and rearing behavior,
but no  increase in neonatal mortality was observed.
9.6.4.5  Other Extrapulmonary Effects.   A series  of studies was conducted to
show  that  03 increases drug-induced  sleeping  time  in a  number  of  species of
animals  (Gardner et al.,  1974;  Graham,  1979;  Graham  et al., 1981, 1982a,b,
1983, 1985).  At 1960  ug/m  (1.0  ppm),  effects were observed after 1, 2, and 3
days  of exposure.   As the  concentration of 03  was reduced, increasing numbers
of daily 3-hr  exposures were  required  to produce  a significant  effect.   At the
                                   9-248

-------
lowest concentration studied  (196  jjg/m  ,  0.1 ppm),  the increase was observed
at days 15 and 16 of exposure.  It appears that this effect is not specific to
the  strain  of mouse or to the  three  species of animals tested,  but  it is
sex-specific, with  females being  more  susceptible.   Recovery was  complete
within 24 hr  after  exposure.   Although  a number of mechanistic studies have
been conducted,  the  reason for this effect on pentobarbital-induced sleeping
time is not  known.   It has been hypothesized that some common aspect related
to  liver  drug metabolism  is  quantitatively  reduced (Graham et al., 1983).
     Several  investigators have attempted to elucidate the  involvement  of  the
endocrine system in 0,  toxicity.   Most of these studies  were  designed to
investigate the  hypothesis that the -survival rate of mice  and rats  exposed to
lethal  concentrations  of 0,  could be increased by use  of various  thyroid
blocking agents or by thyroidectomy.   To follow up these findings, demons and
Garcia (1980a,b)  and demons  and Wei (1984)  investigated  the effects of  a
24-hr exposure to 1960 ug/m  (1.0 ppm) of 0, on the hypothalamo-pituitary-thyroid
system of rats.   These three organs regulate the function of each other through
various hormonal feedback mechanisms.   Ozone caused decreases in serum concen-
tration of  thyroid  stimulating  hormone  (TSH),  in circulating  thyroid hormones
(T3 and T^) and in protein-bound iodine.  No alterations were observed in many
other hormone levels measured.   Thyroidectomy prevented the  effect of  0,  on
TSH and T. and hypophysectomy prevented effects on T4,  unless the animals were
supplemented with T.  in  their drinking water.  The thyroid gland itself was
altered (e.g.,  edema)  by  Q~.   The authors hypothesyzed  that  0, alters  serum
binding of these hormones.
     The extrapulmonary effects of ozone in experimental  animals are summarized
in Figure 9-9 and Table  9-33.  Criteria used  in developing the summary were
presented in Section 9.6.1.

9.6.5  Interaction of Ozone With Other Pollutants
     Combined exposure  studies in  laboratory  animals  have produced varied
results,  depending  upon  the  pollutant combination evaluated and the measured
variables.  Additive  and/or  possibly synergistic effects  of  0,  exposure in
combination with N0? have  been described for  increased susceptibility to
bacterial  infection (Ehrlich et al., 1977, 1979; Ehrlich, 1980,  1983), morpho-
logical lesions  (Freeman  et  al.,  1974), and increased antioxidant metabolism
(Mustafa et al., 1984).  Additive or possibly synergistic effects from exposure
                                   9-249

-------
NJ
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                                    Figure 9-9. Summary of extrapulmonary effects of ozone in
                                    experimental animals. See Table 9-33 for reference citations of studies
                                    summarized here.

-------
           TABLE 9-33.   SUMMARY TABLE:   EXTRAPULMONARY EFFECTS OF OZONE
                              IN EXPERIMENTAL ANIMALS
Effect/response 03 concentration, ppm
CNS effects 0.05, 0.5
0.1 - 1.0
0.12 - 1.0
0.2, 0.3, 0.5, 0.7
0.5
0.5
0.5
0.6
1.0
1.0
References
Konigsberg and Bachman (1970)
Weiss et al. (1981)
Tapper et al. (1982)
Murphy et al. (1964)
Tepper et al. (1983)
Reynolds and Chaffee (1970)
Xintaras et al. (1966)
Peterson and Andrews (1963)
Fletcher and Tappel (1973)
Trams et al. (1972)
Hematological effects
Chromosomal,  reproduc-
  tive, teratological
  effects
Liver effects
Endocrine system
  effects
0.06, 0.12, 0.48
0.2
0.2, 1.0
                               0.32, 0.5
0.25,
0.4
0.4
0.5
0.64
0.75
0.8
0.8
0.85
0.86
1.0
1.0
1.0

0.1
0.2
0.24,
0.43
0.44
1.0
0.1, 0.25, 0.5, 1.0

0.82
1.0

0.75
0.75
0.75
0.75
1.0
1.0
0.3
Calabrese et al. (1983a)
Brinkman et al. (1964)
Veninga (1967, 1970)
Veninga et al. (1981)
Moore et al.  (1980; 1981a,b)
Jegier (1973)
P'an and Jegier (1972, 1976)
Menzel et al. (1972)
Larkin et al. (1983)
Clark et al.  (1978)
Chow and Kaneko (1979)
Chow et al. (1974)
Menzel et al. (1975a)
Schlipkoter and Bruch (1973)
Dorsey et al. (1983)
Mizoguchi et al. (1973)
Christiansen and Giese (1954)

Brinkman et al. (1964)
Veninga (1967)
Zelac et al.  (1971a)
Tice et al. (1978)
Kavlock et al. (1979)
Kavlock et al. (1980)

Graham (1979)
Graham et al. (1981, 1982a,b)
Veninga et al. (1981)
Gardner et al. (1974)

Atwal and Wilson (1974)
Atwal et al.  (1975)
Atwal and Pemsingh (1981, 1984)
Pemsingh and Atwal (1983)
demons and Garcia (1980a,b)
demons and Wei (1984)
                                     9-251

-------
to 03 and  H^SO^  have also been reported for host defense mechanisms (Gardner
et al.,  1977; Last and Cross, 1978; Grose et al., 1982),  pulmonary sensitivity
(Osebold et  al.  1980),  and collagen synthesis (Last et  al.,  1983), but not
for morphology (Cavender et al., 1977;  Moore and Schwartz, 1981).   Mixtures of
0- and (NH.K SO. had synergistic effects on collagen synthesis and morphometry,
including percentage of fibroblasts (Last et al., 1983,  1984a).
     Combining 03  with other particulate  pollutants produces  a variety of
responses, depending  on the endpoint measured.  Mixtures  of 03,  Pe^CSO.)
H^SO., and (NH.^SO. produced the same effect on clearance rate as exposure to
0- alone.  However,  when  measuring changes in host defenses,  the combination
of 03 with N02 and ZnS04 or 03 with SO,, and (NHJ^SO. produced  enhanced effects
that can not be attributed to 03 only.
     However, since  these  issues are complex, they must be addressed experi-
mentally using exposure regimens for combined pollutants that are more represen-
tative of ambient ratios of peak concentrations,  frequency, duration, and time
intervals between events.
     The  interactive  effects  of 03 with other pollutants  are  summarized in
Figure 9-10 and Table 9-34.

9.6.6  Effects of Other Photochemical Oxidants
     There have  been  far  too few controlled  toxicological  studies  with the
other oxidants to permit any sound scientific evaluation of their contribution
to the  toxic action  of  photochemical oxidant  mixtures.   When the  effects seen
after exposure to 03 and PAN are examined and compared,  it is obvious that the
test animals  must  be  exposed  to concentrations of  PAN much  greater  than  those
needed with 03 to produce a similar effect on lethality, behavior modification,
morphology, or significant alterations in host pulmonary defense system (Campbell
et al., 1967; Dungworth et al., 1969; Thomas et al., 1979, 1981a).  The concen-
trations  of  PAN  required  to  produce  these  effects  are many  times  greater than
what has been measured  in the atmosphere (0.047 ppm).
     Similarly, most of the investigations reporting HJ^? toxicity nave involved
concentrations much higher than those found in the ambient air, or the investi-
gations were conducted  by using various i_n vitro techniques for exposure.  Very
limited information is  available on the health significance of inhalation expo-
sure to gaseous H^O     Because  H^Op is highly soluble,  it is generally assumed
that it does not penetrate into the alveolar regions of the lung but is instead
                                   9-252

-------
U1
U>
                    a
                    a
                     «

                    o
o
u
0)

2
o
                                        <**
                                                                        Jf

                                                                                           <><*>»

                                                                                             <&*



o.i -
0.2-

0.3-
0.4-
0.5-
0.6-
0.7-
0.8-
0.9-
1.0



<


c
i


i
<
1 1 1


3


•
) • • (
i (

(
>
I <
1
I 0



•
( 0
|

) O

1
                                Figure 9-10. Summary of effects in experimental animals exposed to

                                ozone combined with other pollutants. See Table 9-34 for reference

                                citations of studies summarized here.

-------
               TABLE 9-34.   SUMMARY TABLE:   INTERACTION OF OZONE
                 WITH OTHER POLLUTANTS IN EXPERIMENTAL ANIMALS
Effect/response
Pollutant concentrations
  References
Increased
pulmonary
lesions
Increased
pulmonary
sensitivity

Increased anti-
oxidant metabolism
and 02 consumption

Altered mucus
secretion

Increased collagen
synthesis
Increased
susceptibility to
respiratory
infections
   [0.25 ppm 03
     +2.5 ppm N02]
   [0.5 ppm 03
     + 1  mg/m3 H2S04]
   [0.5 ppm 03
     + 10 mg/m3 H2S04
   0.64, 0.96 ppm 03
     + 5 mg/m3 (NH4)2 S04
   0.9 ppm 03
     +0.9 ppm N02
   1.2 ppm 03
     + 5 mg/m3 (NH4)2S04

   0.5 ppm 03
     + 1 mg/m3 H2S04
   0.45 ppm 03
     +4.8 ppm N02
   0.5 ppm 03
     +1.1 mg/m3 H2S04

   [0.5], [0.8], 1.5 ppm 03
     + 5 mg/m3 (NH4)2S04
   0.5 ppm 03
     + 1 mg/m3 H2S04
   0.64, 0.96 ppm 03
     + 5 mg/m3 (NH4)2S04

   0.05 ppm 03
     + 3760 ug/m3 (NH4)2S04
   0.05 ppm 03
     + 100-400 ug/m3 N02
     +1.5 mg/m3 ZnS04
   0.1 ppm 03
     +0.9 mg/m3 H2S04
     (sequential exposure)
   0.1 ppm 03
     +4.8 mg/m3 H2S04
   0.1 ppm 03
     + 940 ug/m3 N02
   0.1 ppm 03
     +13.2 mg/m3 S02
     +1.0 mg/m3 (NH4)2S04
Freeman et al. (1974)

Moore and Schwartz (1981)

Cavender et al. (1978)

Last et al. (1984a)

Freeman et al. (1974)

Last et al. (1983)


Osebold et al. (1980)



Mustafa et al. (1984)



Last and Cross (1978);
Last and Kaizu (1980)

Last et al. (1983)

Last et al. (1983)

Last et al. (1984a)
Ehrlich et al. (1977, 1979);
Ehrlich (1980)
Ehrlich et al. (1983)
                                                     Gardner et al. (1977)


                                                     Grose et al.  (1982)

                                                     Ehrlich (1980)

                                                     Aranyi et al. (1983)
                                    9-254

-------
              TABLE 9-34.   SUMMARY TABLE:   INTERACTION OF OZONE
                       WITH OTHER POLLUTANTS (continued)
Effect/response       Pollutant concentrations         References

Altered upper            [0.1 ppm 03                 Grose et al. (1980)
respiratory                +1.1 mg/m3 H2S04]
clearance                  (sequential exposure)
mechanisms               0.4 ppm 03                  Goldstein et al.  (1974b)
                           +7.0 ppm N02
                         0.5 ppm 03                  Last and Cross (1978)
                           + 3 mg/m3 H2S04
                         [0.8 ppm 03                 Phalen et al.  (1980)
                           +3.5 mg/m3
                             {Fe2(S04)3
                              + H2S04
                              + (NH4)2S04}]
deposited on the  surface  of the upper airways (Last et al., 1982).   Unfortu-
nately, there  have  not been studies designed to look for possible effects in
this region of the respiratory tract.
     A few i_n vitro studies have reported cytotoxic, genotoxic, and biochemical
effects of HpOp when  using isolated cells or  organs  (Stewart et al., 1981;
Bradley et al., 1979;  Bradley  and Erickson,  1981; Speit et al., 1982; MacRae
and Stich, 1979).   Although these studies can provide useful data for studying
possible mechanisms of action,  it is not yet  possible to extrapolate these
responses to those that might occur in the mammalian system.
     Field and epidemiological  studies  have  shown that  human  health  effects
from exposure  to  ambient  mixtures of oxidants  and  other airborne pollutants
can produce  human  health  effects (Chapter 11).   Few  such studies have been
conducted with laboratory  animals,  because  testing  and measuring  of such
mixtures is not only complicated, but extremely costly.  In these studies, the
investigators  attempted to  simulate the photochemical reaction products pro-
duced  under  natural  conditions  and to define  the cause-effect relationship.
     Exposure  to  complex mixtures  of  oxidants plus the various  components
found  in  UV-irradiated auto exhaust indicates  that certain effects,  such  as
histopathological  changes,  increase  in  susceptibility to infection, a variety
of  altered  pulmonary  functional  activities  were observed  in this  oxidant
atmosphere which was not reported in the nonirradiated exhaust (Murphy et al.,
                                   9-255

-------
1963; Murphy,  1964;  Nakajima etal.,  1972;  Hueter etal.,  1966).  Certain
other biological responses were observed in both treatment groups, including a
decrease in spontaneous activity, a decrease in infant survival rate, fertil-
ity, and  certain pulmonary  functional  abnormalities  (Hueter et al., 1966;
Boche and Quilligan,  1960; Lewis et al., 1967).
     Dogs exposed  to UV-irradiated auto exhaust  containing  oxidants  either
with or without SO  showed significant pulmonary functional  abnormalities that
                  ^
had  relatively  good  correlation with  structural changes  (Hyde et al., 1978;
Gillespie, 1980;  Lewis  et al.,  1974).   There were no  significant differences
in the  magnitude  of  the response in these  two  treatment groups,  indicating
that oxidant  gases and  SO  did not interact  in any synergistic or additive
                          A.
manner.
                                   9-256

-------
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Calabrese, E. J.;  Moore,  G.  S. ; Williams, P. S. (1983b) An evaluation of the
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            APPENDIX A:   GLOSSARY OF PULMONARY TERMS AND SYMBOLS*
Acetylcholine (ACh):   A naturally  occurring  substance in  the  body having
     important parasympathetic effects;  often  used as a bronchoconstrictor.

Aerosol:  Solid particles  or  liquid droplets that are dispersed or suspended
     in a gas, ranging in size from 10   to 10  micrometers (pm).

Air spaces:   All  alveolar ducts,  alveolar sacs, and .alveoli.  To be contrasted
     with AIRWAYS.

Airway conductance  (Gaw):   Reciprocal  of airway resistance.  Gaw = (I/Raw).

Airway resistance (Raw):   The (frictional) resistance to airflow afforded by
     the airways between the  airway opening at  the  mouth  and the  alveoli.

Airways:  All passageways of the respiratory tract from mouth or nares down to
     and including respiratory bronchioles.  To be contrasted with AIR SPACES.

Allergen:  A material that, as a result of coming into contact with appropriate
     tissues of an animal body, induces a state of allergy or hypersensitivity;
     generally associated with idiosyncratic hypersensitivities.

Alveolar-arterial  oxygen pressure  difference  [P(A-a)02]:   The difference  in
     partial pressure of (L in the alveolar gas spaces and that in the systemic
     arterial blood, measured in torr.

Alveolar-capillary  membrane:   A fine  membrane (0.2  to  0.4 urn) separating
     alveolus from capillary;  composed of epithelial  cells lining the alveolus,
     a thin  layer  of connective tissue, and a layer of capillary endothelial
     cells.

Alveolar carbon dioxide  pressure (P.CO«):   Partial pressure of  carbon dioxide
     in the air contained in the lung alveoli.

Alveolar oxygen partial  pressure  (P/\Oo):  Partial pressure  of  oxygen in  the
     air contained in the alveoli ofHne lungs.

Alveolar septum (pi.  septa):   A thin tissue partition between  two adjacent
     pulmonary alveoli,  consisting of  a  close-meshed capillary network and
     interstitium covered  on  both  surfaces by  alveolar  epithelial cells.
^References:  Bartels, H.; Oejours, P.; Kellogg, R. H.; Mead, J. (1973) Glossary
              on respiration and gas exchange.  J. Appl. Physiol. 34: 549-558.

              American College of Chest Physicians - American Thoracic Society
              (1975)  Pulmonary  terms  and symbols:  a report  of the  ACCP-ATS
              Joint  Committee  on  pulmonary nomenclature.  Chest 67: 583-593.
                                    A-l

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                                                                                     P.95
Alveolitis:   (interstitial pneumonia):   Inflammation of the lung distal to the
     terminal non-respiratory bronchiole.   Unless  otherwise indicated, it is
     assumed that the condition is diffuse.   Arbitrarily, the term is not used
     to refer to  exudate  in air spaces resulting from bacterial infection of
     the lung.

Alveolus:   Hexagonal or spherical  air  cells of the  lungs.   The majority of
     alveoli arise  from the alveolar ducts which are lined with the alveoli.
     An alveolus  is  an ultimate respiratory unit where the  gas  exchange takes
     place.

Anatomical dead space (VQ  anat):   Volume of the conducting airways down to the
     level where, during  air oreathing,  gas exchange with blood can occur, a
     region probably situated at the entrance of the alveolar ducts.

Arterial oxygen  saturation  (SafL):   Percent saturation of dissolved  oxygen  in
     arterial blood.

Arterial  partial  pressure  of carbon dioxide  (PaCCL):   Partial pressure  of
     dissolved carbon dioxide in arterial blood.

Arterial  partial  pressure of oxygen (PaCL):   Partial  pressure of dissolved
     oxygen in arterial blood.

Asthma:  A disease characterized by an increased responsiveness of the airways
     to various  stimuli and manifested by slowing of forced expiration which
     changes in  severity  either spontaneously  or as  a  result of therapy.   The
     term asthma  may be modified  by  words or phrases  indicating its  etiology,
     factors provoking attacks, or its duration.

Atelectasis:  State  of collapse of air  spaces  with elimination of  the gas
     phase.

ATPS condition (ATPS):   Ambient temperature and pressure, saturated with water
     vapor.   These are the  conditions existing in a water spirometer.

Atropine:   A poisonous white  crystalline alkaloid,  C-ijHpoNCL,  from  belladonna
     and  related  plants,  used to  relieve spasms of smooiTi muscles.   It is an
     anticholinergic agent.

Breathing pattern:   A general term  designating the characteristics of the
     ventilatory  activity,  e.g.,  tidal volume, frequency  of  breathing,  and
     shape of the volume time curve.

Breuer-Hering reflexes (Hering-Breuer reflexes):  Ventilatory reflexes originat-
     ing in the lungs.   The reflex arcs are formed by the pulmonary mechanore-
     ceptors, the vagal afferent fibers, the respiratory centers,  the medullo-
     spinal  pathway, the  motor  neurons,  and the respiratory muscles.   The af-
     ferent  link  informs the respiratory centers of the volume  state or of the
     rate of change of volume of  the lungs.  Three  types  of Breuer-Hering re-
     flexes  have  been described:  1) an inflation reflex in which lung inflation
     tends  to  inhibit  inspiration and stimulate expiration;  2) a deflation
     reflex  in which lung deflation  tends  to inhibit expiration and stimulate
     inspiration; and  3)  a "paradoxical  reflex," described  but largely disre-
     garded  by  Breuer and  Hering,  in  which sudden  inflation  may stimulate
     inspiratory  muscles.
                                    A-2

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Bronchiole:   One of  the  finer subdivisions of the airways,  less than 1  mm in
     diameter,  and having no cartilage in its wall.

Bronchiolitis:   Inflammation of the bronchioles which may be acute or chronic.
     If the etiology is known, it should be stated.   If permanent occlusion of
     the lumens is  present,  the term bronchiolitis obliterans  may  be  used.

Bronchitis:   A non-neoplastic disorder of structure or function of the  bronchi
     resulting from infectious or noninfectious irritation.   The term bronchitis
     should be modified by appropriate words or phrases to indicate its  etiol-
     ogy, its chronicity,  the presence of associated airways dysfunction, or
     type of anatomic  change.   The term chronic bronchitis, when unqualified,
     refers to a  condition associated with prolonged exposure to nonspecific
     bronchial  irritants and  accompanied by mucous hypersecretion and certain
     structural  alterations  in the  bronchi.   Anatomic changes may  include
     hypertrophy of  the mucous-secreting apparatus and epithelial metaplasia,
     as  well  as  more  classic  evidences  of inflammation.   In epidemiologic
     studies, the presence of cough  -or sputum production on most days  for at
     least three months of the year has sometimes been accepted as a criterion
     for the diagnosis.

Bronchoconstrictor:   An agent that causes  a reduction in the caliber (diame-
     ter) of airways.

Bronchodilator:   An agent that causes an increase in the caliber (diameter) of
     airways.

Bronchus:  One of the subdivisions of the trachea serving to convey air to and
     from the lungs.   The  trachea divides into right  and left main bronchi
     which in turn form lobar, segmental, and subsegmental bronchi.

BTPS conditions (BTPS):  Body temperature, barometric  pressure, and  saturated
     with water vapor.  These are  the  conditions  existing in  the gas phase of
     the lungs.   For man the normal temperature is taken as 37°C, the pressure
     as the barometric pressure, and the partial pressure of water vapor as 47
     torr.

Carbachol:   A parasympathetic stimulant (carbamoylcholine chloride,  CgH-.rClN202)
     that produces constriction of the bronchial smooth muscles.

Carbon dioxide production (VCOp):  Rate of carbon dioxide production by organ-
     isms,  tissues, or cells.  Common units:   ml C02 (STPD)/kg'min.

Carbon monoxide (CO):  An  odorless,  colorless,  toxic gas  formed by  incomplete
     combustion,  with  a strong  affinity  for  hemoglobin and  cytochrome;  it
     reduces oxygen absorption capacity, transport, and utilization.

Carboxyhemoglobin  (COHb):   Hemoglobin in which the  iron  is  associated  with
     carbon monoxide.  The affinity  of hemoglobin for CO is  about  300  times
     greater than for Q.
                                    A-3

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                                                                                     P.97
Chronic obstructive  lung disease (COLD):  This term  refers  to diseases of
     uncertain etiology  characterized by persistent slowing of airflow during
     forced expiration.  It is recommended that a more specific term, such as
     chronic obstructive bronchitis or chronic obstructive emphysema, be used
     whenever possible.  Synonymous with chronic  obstructive  pulmonary disease
     (COPD).

Closing capacity (CC):   Closing  volume  plus  residual  volume,  often expressed
     as a ratio of TLC, i.e.  (CC/TLC%).

Closing volume (CV):   The  volume exhaled after the expired gas concentration
     is inflected  from an alveolar  plateau  during a  controlled  breathing
     maneuver.  Since  the  value  obtained is  dependent on  the  specific  test
     technique, the  method used  must be designated in the text,  and when
     necessary, specified  by  a qualifying symbol.   Closing volume  is often
     expressed as a ratio of the VC,  i.e. (CV/VC%).

Collateral  resistance  (R  ,,):   Resistance to  flow through indirect pathways.
     See COLLATERAL VENTfi_°ATION and RESISTANCE.

Collateral  ventilation:   Ventilation of  air  spaces  via indirect pathways,
     e.g.,  through pores in alveolar septa, or anastomosing respiratory bron-
     chioles.

Compliance  (C, ,C .):   A  measure  of distensibility.   Pulmonary compliance  is
     given  by  thl  slope  of a static volume-pressure curve at a point, or the
     linear  approximation  of  a nearly  straight portion of such a curve, ex-
     pressed  in  liters/cm  FLO  or ml/cm FLO.  Since the static  volume-pressure
     characteristics of  lungs  are nonliriear  (static compliance decreases  as
     lung volume increases) and  vary according to the previous volume history
     (static  compliance  at a given volume increases  immediately  after  full
     inflation and decreases  following  deflation),  careful specification  of
     the conditions of measurement are necessary.   Absolute values also depend
     on organ  size.  See also DYNAMIC COMPLIANCE.

Conductance  (G):   The reciprocal  of RESISTANCE.   See  AIRWAY CONDUCTANCE.

Diffusing capacity of  the  lung  (D. , D.Op, D,CO«, D.CO):   Amount  of gas  (0-,
     CO,  C0?)  commonly expressed as mr gas (~STTO) diffusing between alveorar
     gas  ana  pulmonary capillary blood  per torr mean gas pressure difference
     per  min,  i.e.,  ml 02/(min-torr).    Synonymous with  transfer  factor and
     diffusion factor.

Dynamic compliance  (C.  ):   The  ratio  of the  tidal  volume to the change  in
     intrapleural pressure between the points  of zero  flow at  the extremes of
     tidal  volume  in liters/cm FLO or ml/cm H~0.  Since at the points of zero
     airflow  at  the  extremes  of "ridal  volume, volume acceleration is usually
     other  than  zero,  and  since, particularly in abnormal  states,  flow may
     still  be  taking place within lungs between regions which are exchanging
     volume,  dynamic  compliance  may  differ from static compliance, the  latter
     pertaining to  condition  of  zero volume acceleration  and  zero  gas  flow
     throughout the  lungs.   In normal lungs at ordinary volumes and respiratory
     frequencies, static and dynamic compliance are the same.
                                    A-4

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                                                                                    P.98
Elastance (E):  The reciprocal of COMPLIANCE;  expressed  in  cm  H90/liter  or  cm
     H20/ml.                                                     *

Electrocardiogram (ECG, EKG):  The  graphic record of the electrical currents
     that are associated with the heart's contraction and relaxation.

Emphysema:   A  condition of  the  lung characterized  by  abnormal,  permanent
     enlargement of airspaces  distal  to the terminal bronchiole,  accompanied
     by the  destruction of their  walls,  and without obvious fibrosis.

Expiratory reserve volume  (ERV):  The maximal volume of air exhaled from the
     end-expiratory level.

FEV./FVC:  A ratio of  timed (t = 0.5, 1,  2,  3 s) forced expiratory volume
     (FEV.)  to  forced  vital  capacity (FVC).  The ratio is often expressed  in
     percent 100 x FEV./FVC.  It  is  an index of airway obstruction.
                      t-

Flow volume curve:  Graph  of instantaneous  forced expiratory flow  recorded  at
     the mouth,  against corresponding lung volume.  When  recorded over the
     full vital capacity,  the  curve  includes  maximum expiratory flow rates  at
     all lung  volumes   in  the  VC range  and is  called  a  maximum expiratory
     flow-volume curve  (MEFV).   A partial  expiratory flow-volume curve  (PEFV)
     is one  which describes maximum expiratory flow rate over a portion of  the
     vital  capacity only.

Forced  expiratory  flow (FEFx):  Related to some  portion of the FVC curve.
     Modifiers refer to the amount of the FVC already exhaled when the measure-
     ment is made.   For example:

          FEF7ro; = instantaneous  forced expiratory flow after 75%
             /0*   of the  FVC has been exhaled.

          FEF?nn ,?nn = mean forced expiratory flow between 200 ml
             AJU-I^UU   an(j 1200 m]  Qf the FVC (formerly called the
                        maximum expiratory flow rate (MEFR).

          FEF?E; 7E;a; = mean forced expiratory  flow during the middle
             ^°~/D*   half of the FVC [formerly called the maximum
                      mid-expiratory flow rate (MMFR)].

          FEF    = the maximal  forced expiratory  flow achieved  during
             max   an FVC.

Forced expiratory volume (FEV):  Denotes the  volume of gas which is exhaled in
     a  given time  interval during the  execution  of  a  forced vital  capacity.
     Conventionally, the times used are 0.5,  0.75, or 1 sec, symbolized  FEVQ 5,
     FEVn 7c,  FEV-, n.   These values are often  expressed  as a  percent  of the
     forCe^vital Capacity, e.g.  (FEV-L Q/VC)  X 100.

Forced  inspiratory vital capacity (FIVC):   The maximal  volume  of  air  inspired
     with a maximally  forced effort from  a position of maximal expiration.

Forced  vital capacity (FVC):  Vital  capacity  performed with a maximally  forced
     expiratory effort.


                                    A-5

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                                                                                      P.99
Functional residual capacity (FRC):  The sum of RV and ERV (the volume of air
     remaining in  the  lungs  at the end-expiratory position).  The method of
     measurement should be indicated as with RV.

Gas exchange:   Movement of oxygen from the alveoli into the pulmonary capillary
     blood as carbon dioxide  enters the alveoli  from the blood.  In broader
     terms, the exchange of gases between alveoli  and lung capillaries.

Gas exchange ratio (R):  See RESPIRATORY QUOTIENT.

Gas trapping:   Trapping  of gas behind small airways that were opened during
     inspiration but closed during forceful expiration.   It is a volume differ-
     ence between FVC and VC.

Hematocrit (Hct):  The percentage of the volume  of red blood cells  in whole
     blood.

Hemoglobin (Hb):   A hemoprotein  naturally  occurring in most  vertebrate blood,
     consisting of four  polypeptide chains (the  globulin) to each  of which
     there is attached a heme+group.  The heme is made of four pyrrole rings
     and  a divalent iron  (Fe   -protoporphyrin) which combines reversibly with
     molecular oxygen.

Histamine:  A depressor  amine  derived  from  the amino acid histidine  and found
     in all body tissues, with the highest concentration in the lung; a powerful
     stimulant of gastric secretion, a constrictor of bronchial  smooth muscle,
     and a vasodilator that causes a fall in blood pressure.

Hypoxemia:  A  state in  which  the oxygen  pressure and/or  concentration  in
     arterial  and/or venous blood is lower than its normal  value at sea level.
     Normal oxygen pressures  at  sea level are 85-100 torr in arterial blood
     and  37-44 torr in mixed venous  blood.  In adult humans  the normal oxygen
     concentration is 17-23 ml 02/100 ml arterial  blood; in mixed venous blood
     at rest it is 13-18 ml Op/lDO ml blood.

Hypoxia:  Any state in which the oxygen  in  the  lung, blood,  and/or tissues  is
     abnormally low compared with that of  normal  resting man breathing air  at
     sea  level.   If the  PQ2 is  low  in the environment,  whether because of
     decreased barometric  pressure  or decreased  fractional   concentration of
     02, the condition is termed environmental  hypoxia.   Hypoxia when referring
     to the blood is  termed hypoxemia.  Tissues  are said to be hypoxic when
     their PQ2 is  low, even if there is no arterial hypoxemia, as in "stagnant
     hypoxia  which occurs  when  the local circulation is low compared to the
     local metabolism.

Inspiratory capacity (1C):  The  sum of IRV and TV.

Inspiratory reserve volume  (IRV):   The maximal volume of air inhaled from the
     end-inspiratory level.

Inspiratory vital  capacity (IVC):   The maximum volume of air inhaled from the
     point of maximum  expiration.
                                    A-6

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r
           Kilogram-meter/min (kg-m/min):  The work performed each min to move a mass of 1
                kg  through  a vertical  distance  of 1 m against  the  force of gravity.
                Synonymous with kilopond-meter/min.

           Lung volume  (V.):   Actual  volume of the  lung,  including  the volume of  the
                conducting airways.

           Maximal  aerobic capacity  (max V02):   The rate  of  oxygen  uptake by the body
                during  repetitive  maximal  respiratory  effort.   Synonymous with maximal
                oxygen consumption.

           Maximum breathing capacity (MBC):  Maximal volume of air which can be breathed
                per minute by  a subject breathing as quickly and as deeply as possible.
                This tiring lung function test is usually limited to 12-20 sec, but given
                in liters (BTPS)Xmin.   Synonymous with maximum voluntary ventilation (MVV).

           Maximum  expiratory  flow (V      ):  Forced  expiratory flow,  related to  the
                total lung capacity or tfiexactual volume of the lung at which the measure-
                ment is  made.   Modifiers refer to the  amount  of lung volume remaining
                when the measurement is made.  For example:

                     V    7rc/ = instantaneous forced expiratory flow when the
                      max
                          o n = instantaneous forced expiratory flow when the
                        x J'u   lung volume is 3.0 liters
           Maximum expiratory flow rate (MEFR):  Synonymous with

           Maximum mid-expiratory  flow rate (MMFR or MMEF):  Synonymous with

           Maximum ventilation (max VV):  The volume of air breathed in one minute during
                repetitive maximal respiratory effort.  Synonymous with maximum ventilatory
                minute volume.

           Maximum voluntary  ventilation  (MVV):   The  volume of  air  breathed  by  a  subject
                during voluntary  maximum  hyperventilation lasting a specific period  of
                time.  Synonymous with maximum breathing capacity (MBC).

           Methemoglobin  (MetHb):   Hemoglobin in  which iron is  in  the ferric state.
                Because the iron is oxidized, methemoglobin is  incapable of oxygen trans-
                port.  Methemoglobins  are formed by various drugs and occur under pathol-
                ogical conditions.   Many methods  for hemoglobin measurements  utilize
                methemoglobin (chlorhemiglobin, cyanhemiglobin).

           Minute  ventilation (Vr):    Volume  of  air breathed in  one minute.   It  is a
                product of  tidal Volume (VT)  and  breathing frequency (fn).   See VENTILA-
                TION.                      '                             b

           Minute volume:  Synonymous  with minute ventilation.

           Mucociliary transport:  The process by which mucus is  transported, by  ciliary
                action, from  the lungs.
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Mucus:  The clear, viscid  secretion of mucous membranes, consisting of mucin,
     epithelial cells,  leukocytes, and  various  inorganic salts suspended  in
     water.

Nasopharyngeal:   Relating  to  the nose or  the nasal  cavity and the pharynx
     (throat).

Nitrogen oxides:  Compounds of N and 0 in ambient air; i.e., nitric oxide (NO)
     and others with  a higher oxidation state of N,  of which N0? is the most
     important toxicologically.

Nitrogen washout  (AN2,  dN2):   The curve obtained by  plotting  the  fractional
     concentration of N^  in  expired  alveolar gas vs. time,  for  a subject
     switched from breatning ambient air to an inspired mixture of pure 0?.  A
     progressive  decrease  of  N, concentration ensues  which  may be analyzed
     into two  or  more exponential components.  Normally, after 4 min of pure
     0» breathing  the fractional  N« concentration in expired alveolar gas is
     down to less than 2%.

Normoxia:   A state in which the ambient oxygen pressure is approximately 150 ±
     10 torr  (i.e.,   the partial  pressure  of oxygen  in  air  at sea level).

Oxidant:  A chemical   compound  that has the ability to remove, accept, or share
     electrons from another chemical species, thereby oxidizing it.

Oxygen  consumption (V0?,  Q0?):  Rate of oxygen uptake of organisms, tissues,
     or cells.   Common unit?:   ml  02  (STPD)/(kg-min)  or  ml  0?  (STPD)/(kg-hr).
     For whole organisms the oxygen consumption is commonly expressed per unit
     surface  area  or. some  power of the  body  weight.   For tissue samples or
     isolated cells Q02 =  ul O^/hr per mg dry weight.

Oxygen  saturation (SOp):  The amount of  oxygen  combined with hemoglobin,
     expressed  as  a  percentage of the oxygen  capacity of that  hemoglobin.   In
     arterial blood,   Sa02.

Oxygen  uptake  (V02):   Amount  of oxygen  taken  up  by the body  from  the  environ-
     ment, by  the blood from  the alveolar gas, or by an organ or tissue from
     the blood.   When this amount of  oxygen  is expressed per unit of  time  one
     deals with an "oxygen uptake rate."  "Oxygen consumption" refers more
     specifically  to  the oxygen uptake  rate  by all tissues  of  the body  and is
     equal to  the oxygen  uptake rate of the organism only when the 02 stores
     are constant.

Particulates:   Fine solid  particles such as dust, smoke, fumes, or smog, found
      in the air or in emissions.

Pathogen:  Any virus,  microorganism,  or etiologic  agent causing disease.

Peak  expiratory flow (PEF):   The highest forced  expiratory  flow measured with
      a  peak flow meter.

Peroxyacetyl  nitrate  (PAN):   Pollutant created by action  of UV component  of
      sunlight  on  hydrocarbons  and NO  in the air;  an  ingredient  of photochem-
      ical smog.


                                    A-8

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Physiological  dead  space  (VD):   Calculated  volume which accounts  for  the
     difference between the pressures  of  CCL in expired and alveolar gas (or
     arterial  blood).  Physiological dead  space reflects the combination of
     anatomical  dead space and  alveolar  dead space,  the volume of the latter
     increasing  with  the  importance   of  the  nonuniformity   of  the
     ventilation/perfusion ratio in the lung.

Plethysmograph:   A  rigid  chamber placed around  a  living structure for the
     purpose of measuring  changes in the volume of the structure.   In respira-
     tory measurements, the entire  body is ordinarily enclosed  ("body plethys-
     mograph") and the plethysmograph  is used to measure changes  in volume of
     gas  in  the system produced  1) by solution  and  volatilization (e.g.,
     uptake of  foreign gases  into  the  blood),  2)  by  changes in pressure or
     temperature (e.g., gas compression  in the  lungs,  expansion of gas upon
     passing into the warm, moist lungs),  or 3) by breathing through a tube to
     the outside.  Three  types  of  plethysmograph are used:  a) pressure,  b)
     volume, and c)  pressure-volume.   In type a, the  body chambers  have fixed
     volumes and  volume  changes are  measured  in  terms  of  pressure change
     secondary to gas  compression  (inside  the chamber,  outside  the  body).  In
     type b, the body  chambers  serve essentially as conduits between  the body
     surface and devices  (spirometers or integrating flowmeters) which measure
     gas displacements.  Type c combines  a and  b  by  appropriate  summing of
     chamber pressure and volume displacements.

Pneumotachograph:  A device  for measuring instantaneous gas flow rates in
     breathing by recording the pressure  drop across a fixed flow resistance
     of known pressure-flow characteristics,  commonly connected to  the airway
     by means of  a  mouthpiece,  face mask, or  cannula.   The flow resistance
     usually consists  either of parallel capillary tubes  (Fleisch  type)  or of
     fine-meshed screen (Silverman-Lilly type).

Pulmonary alveolar proteinosis:  A chronic or recurrent disease characterized
     by the  filling  of alveoli  with an  insoluble  exudate,  usually poor in
     cells, rich in  lipids and proteins, and accompanied by minimal histologic
     alteration of the alveolar walls.

Pulmonary edema:  An accumulation  of excessive  amounts  of  fluid  in  the  lung
     extravascular tissue and air spaces.

Pulmonary  emphysema:   An  abnormal, permanent enlargement of the  air spaces
     distal to the terminal nonrespiratory bronchiole, accompanied by destructive
     changes of  the  alveolar  walls and without obvious fibrosis.   The term
     emphysema  may be  modified  by  words or phrases to  indicate its etiology,
     its anatomic subtype, or any associated airways  dysfunction.

Residual volume (RV):  That volume of air  remaining in the  lungs after maximal
     exhalation.  The  method  of measurement should be  indicated  in the  text
     or, when necessary,  by appropriate qualifying symbols.
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Resistance flow (R):  The  ratio of the flow-resistive components of pressure
     to simultaneous flow,  in cm HpO/liter per sec.   Flow-resistive components
     of pressure are obtained by subtracting any elastic or inertial components,
     proportional  respectively  to  volume  and volume acceleration.   Most flow
     resistances in  the  respiratory system are nonlinear,  varying  with the
     magnitude and direction of flow, with lung volume and lung volume history,
     and possibly with volume acceleration.   Accordingly, careful specification
     of the  conditions  of  measurement is necessary;  see AIRWAY RESISTANCE,
     TISSUE  RESISTANCE,  TOTAL  PULMONARY  RESISTANCE,  COLLATERAL RESISTANCE.

Respiratory  cycle:   A respiratory  cycle  is  constituted by the  inspiration
     followed by the expiration of a given volume of gas, called tidal volume.
     The duration of the respiratory cycle is the respiratory or ventilatory
     period, whose reciprocal is the ventilatory frequency.

Respiratory exchange ratio:  See RESPIRATORY QUOTIENT.

Respiratory  frequency (fp):   The number of breathing  cycles per  unit  of time.
     Synonymous with breathing frequency (fD).
                                           p
Respiratory  quotient  (RQ,  R):   Quotient of the  volume of C0?  produced divided
     by the volume of 0? consumed by an organism, an organ, or a tissue during
     a given  period  of Time.   Respiratory quotients are  measured by comparing
     the composition of an incoming and an outgoing medium, e.g., inspired and
     expired gas,  inspired gas and alveolar gas, or arterial and venous blood.
     Sometimes the  phrase  "respiratory exchange ratio"  is  used  to  designate
     the  ratio  of CO- output to  the 0- uptake by  the  lungs, "respiratory
     quotient"  being restricted to the actual  metabolic CO,,  output  and Op
     uptake  by  the  tissues.   With  this definition, respiratory  quotient and
     respiratory exchange ratio are identical in the steady state,  a condition
     which implies constancy of the 02 and C02 stores.

Shunt:   Vascular connection  between circulatory pathways so that venous blood
     is diverted  into vessels  containing  arterialized  Wood  (right-to-left
     shunt,  venous  admixture)  or vice  versa  (left-to-right shunt).  Right-to-
     left  shunt within the  lung, heart, or  large  vessels due  to  malformations
     are more  important  in respiratory physiology.    Flow  from  left to  right
     through a shunt should be marked with a negative sign.

Specific airway conductance  (SGaw):   Airway conductance  divided by the lung
     volume  at  which it was  measured,  i.e.,  normalized airway conductance.
     SGaw = Gaw/TGV.

Specific airway resistance (SRaw):   Airway resistance multiplied by the volume at
     which it was measured.  SRaw = Raw x TGV.

Spirograph:   Mechanical  device, including  bellows  or other  scaled,  moving
     part, which collects  and stores gases  and  provides  a graphical record  of
     volume changes.  See BREATHING PATTERN, RESPIRATORY CYCLE.

Spirometer:  An apparatus similar to a spirograph but without recording facil-
     ity.
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                                                                                    P.5
Static lung compliance (C.  .):   Lung compliance measured at zero flow (breath-
     holding) over linear portion of the volume-pressure curve above FRC.   See
     COMPLIANCE.

Static transpulmonary pressure  (^^}:   Transpulmonary  pressure measured at a
     specified lung volume; e.g., F .TLC is static recoil pressure measured at
     TLC (maximum recoil  pressure).

Sulfur dioxide (SOp):   Colorless gas with pungent odor, released primarily from
     burning of fossil fuels, such as coal, containing  sulfur.

STPD conditions  (STPD):   Standard temperature and pressure,  dry.  These are
     the conditions of a volume of gas at  0°C,  at 760 torr, without water
     vapor.  A STPD volume of a  given gas contains a known  number of moles of
     that gas.

Surfactant,  pulmonary:   Protein-phospholipid (mainly  dipalmitoyl  lecithin)
     complex which lines  alveoli (and possibly small  airways) and accounts for
     the low surface tension which makes air space (and airway) patency possible
     at low transpulmonary pressures.

Synergism:   A  relationship  in  which the combined  action or effect of two  or
     more  components  is  greater than the sum of  effects when the components
     act separately.

Thoracic gas  volume  (TGV):   Volume of communicating and  trapped gas in the
     lungs  measured  by  body plethysmography  at  specific lung volumes.   In
     normal  subjects, TGV  determined at end expiratory  level corresponds  to
     FRC.

Tidal volume  (TV):   That volume of  air  inhaled  or exhaled with each breath
     during  quiet  breathing, used  only to indicate a subdivision  of lung
     volume.   When  tidal volume  is  used  in gas exchange formulations, the
     symbol VT should be used.

Tissue  resistance  (R^):   Frictional  resistance  of the pulmonary and  thoracic
     tissues.
                                                     2
Torr:   A unit of pressure equal  to  1,333.22  dynes/cm   or  1.33322 millibars.
     The torr  is equal to the pressure required to support a  column of mercury
     1 mm  high when the  mercury  is of standard density and  subjected to standard
     acceleration.  These standard conditions are met  at 0°C  and 45° latitude,
     where  the acceleration of gravity is 980.6 cm/sec .  In  reading a mercury
     barometer at other  temperatures and latitudes, corrections, which commonly
     exceed  2  torr,  must be introduced for  these terms and  for the thermal
     expansion of  the measuring scale used.  The torr is synonymous with
     pressure  unit mm Hg.

Total lung capacity (TLC):   The  sum of all volume compartments  or the volume
     of air  in the lungs after maximal inspiration.  The method  of measurement
     should be indicated, as with RV.
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Total pulmonary resistance (R,):  Resistance measured by relating  flow-dependent
     transpulmonary pressure  to airflow at the mouth.   Represents the total
     (frictional) resistance  of the lung tissue (R..) and the airways  (Raw).
     RL = Raw+Rtr

Trachea:  Commonly  known as the windpipe; a cartilaginous air tube  extending
     from the larynx (voice box) into the thorax (chest) where it  divides  into
     left and right branches.

Transpulmonary  pressure (P.):   Pressure  difference between  airway  opening
     (mouth,  nares,  or cannula opening) and the visceral pleural  surface,  in
     cm  HpO.   Transpulmonary in the sense  used includes  extrapulmonary struc-
     tures,  e.g.,  trachea  and  extrathoracic  airways.   This  usage has come
     about  for  want of an  anatomic  term which  includes  all  of the airways and
     the lungs  together.

Ventilation:  Physiological process by which gas is renewed in the lungs.   The
     word ventilation  sometimes designates  ventilatory  flow rate (or ventila-
     tory minute volume)  which is  the product of  the  tidal  volume by  the
     ventilatory frequency.   Conditions are usually indicated as  modifiers;
     i.e.,

                VF = Expired volume  per minute  (BTPS),
                .    and
                V, = Inspired  volume per minute  (BTPS).

     Ventilation is often  referred  to as "total ventilation"  to  distinguish it
     from "alveolar ventilation" (see VENTILATION,  ALVEOLAR).

Ventilation,  alveolar  (V^):   Physiological  process by which  alveolar gas is
     completely removed and replaced with  fresh gas.   Alveolar ventilation is
     less than  total ventilation because when  a tidal volume  of  gas  leaves  the
     alveolar  spaces,  the  last part does not  get  expelled from  the body but
     occupies  the  dead  space,  to  be reinspired with the  next inspiration.
     Thus the  volume  of alveolar gas actually  expelled  completely is equal to
     the tidal  volume  minus the volume  of the  dead  space.  This  truly  complete
     expiration volume times  the ventilatory frequency constitutes the alveolar
     ventilation.

Ventilation,  dead-space (V0):  Ventilation  per minute  of the  physiologic dead
     space  (wasted  ventilation), BTPS,  defined by the  following equation:

          VQ =  VE(PaC02  -  PEC02)/(PaC02 - PjCO^

Ventilation/perfusion  ratio (V./Q):  Ratio  of  the  alveolar ventilation to the
     blood  perfusion volume  flow through the pulmonary parenchyma.   This ratio
     is  a  fundamental  determinant  of the 0^ and COp pressure of the alveolar
     gas  and of the   end-capillary  blood.  Throughout  the lungs  the  local
     ventilation/perfusion ratios  vary, and consequently  the local  alveolar
     gas and end-capillary blood compositions  also  vary.

Vital  capacity  (VC):   The maximum  volume of  air exhaled from the point of
     maximum  inspiration.
  •U.S. GOVERNMENT PRINTING OFFICE: 1986—646-116/40607

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