Faculty Bibliography

OBJECTIVE Sagittal malalignment requires higher energy expenditure to maintain an erect posture. Because the clinical impact of sagittal alignment is affected by both the severity of the deformity and recruitment of compensatory mechanisms, it is important to investigate new parameters that reflect both disability level and compensatory mechanisms for all patients. This study investigated the clinical relevance of the global sagittal axis (GSA), a novel measure to evaluate the standing axis of the human body. METHODS This is a retrospective review of patients who underwent full-body radiographs and completed health-related quality of life (HRQOL) questionnaires: Oswestry Disability Index (ODI), Scoliosis Research Society-22, EuroQol-5D (EQ-5D), and the visual analog scale for back and leg pain. The GSA was defined as the angle formed by a line from the midpoint of the femoral condyles to the center of C-7, and a line from the midpoint between the femoral condyles to the posterior superior corner of the S-1 sacral endplate. After evaluating the correlation of GSA/HRQOL with sagittal parameters, linear regression models were generated to investigate how ODI and GSA related to radiographic parameters (T-1 pelvic angle, pelvic retroversion, knee flexion, and pelvic posterior translation). RESULTS One hundred forty-three patients (mean age 44 years) were included. The GSA correlated significantly with all HRQOL (up to r = 0.6 with EQ-5D) and radiographic parameters (up to r = 0.962 with sagittal vertical axis). Regression between ODI and sagittal radiographic parameters identified the GSA as an independent predictor (r = 0.517, r2 = 0.267; p < 0.001). Analysis of standardized coefficients revealed that when controlling for deformity, the GSA increased with a concurrent decrease in pelvic retroversion (-0.837) and increases in knee flexion (+0.287) and pelvic posterior translation (+0.193). CONCLUSIONS The GSA is a simple, novel measure to assess the standing axis of the human body in the sagittal plane. The GSA correlated highly with spinopelvic and lower-extremities sagittal parameters and exhibited remarkable correlations with HRQOL, which exceeded other commonly used parameters.

BACKGROUND CONTEXT: The literature has demonstrated that sagittal pelvic and thoracolumbar alignment parameters vary with age. However, existing studies on age-based variations in cervical alignment have been primarily limited to studies in Asian populations. PURPOSE: To investigate age-based variations in sagittal cervical radiographic parameters in an asymptomatic North American population. STUDY DESIGN/SETTING: Prospective single-center database. PATIENT SAMPLE: Asymptomatic subjects>18 years who underwent fullbody stereoradiographs and completed health-related quality of life (HRQOL) measures. OUTCOME MEASURES: Oswestry Disability Index (ODI), Neck Disability Index (NDI), sagittal radiographic parameters. METHODS: Subjects were divided into 5 age groups (<35y, 35-44y, 45- 54y, 55-64y, >=65y) based on standards from previous literature. Demographics and radiographic parameters were compared between age groups using ANOVA. Cervical parameters included C0-C2, C2-C7, and C0-C7 angles; contribution of the upper cervical angle to the total cervical angle (UpperC%: C0-2 divided by C0-7); C2-7 sagittal vertical axis (cSVA); cervical lordosis apex (CL); and T1 slope (T1S). Horizontal gaze parameters included the chin-brow vertical angle (CBVA), Slope of Line of Sight (SLS), and McGregor's slope (McGS). RESULTS: A total of 118 subjects were included. Age group sizes were:<35y: 30 (25%); 35-44y: 18 (15%); 45-54y: 17 (14%); 55-64y: 21 (18%); >65y: 32 (27%). ODI and NDI were similar across age groups (p=.582-0.749). Age groups had similar values for T1S-CL (mean 21.1, range 2-47; p=.170), cSVA (mean 27 mm, range -22-63 mm; p=.381), C0-C2 angle (mean 20.7, range -5-44; p=.527), and apex of CL (mean C5) (p>.05). C2-C7 angle increased significantly with age, <35y: -2.2; 35-44y: 1.6; 45-54y: 3.6; 55- 64y: 10.7; >65y: 11.8 (p<.001). C0-C7 increased with age (p<.01). There was a trend for UpperC% to decrease with age: <35y: 94%; 35-44y: 98%; 45-54y: 97%; 55-64y: 70%; >65y: 73% (p>.05). CBVA, SLS, McGS, and T1S did not change with increased age. CONCLUSIONS: This study is one of the few to describe age-based variations in cervical alignment in a North American population. C2-7 and C0-7 angles increased with increased age, despite similarities in cervical sagittal vertical axis. Age-based changes in lower cervical alignment did not result in worse HRQOL and thus may be a component of physiologic aging. These results should be considered in surgical planning, especially when considering any instrumentation of the cervical spine

BACKGROUND CONTEXT: Degenerative lumbar stenosis (DLS) patients have been reported to lean forward in an attempt to provide neural decompression. Spinal alignment in patients with DLS may resemble that of adult spinal deformity (ASD). No previous studies have compared and contrasted the compensatory mechanisms of DLS and ASD patients. PURPOSE: To determine the differences in compensatory mechanisms between DLS and ASD patients with increasing severity of sagittal spino-pelvic malalignment. Contrasting these compensatory mechanisms may help determine at what severity sagittal malalignment represents a clinical sagittal deformity rather than a compensation for neural compression. STUDY DESIGN/SETTING: Retrospective clinical and radiological review PATIENT SAMPLE:: Baseline x-rays in patients without spinal instrumentation, with the clinical radiological and diagnoses of DLS or ASD were assessed for patterns of spino-pelvic compensatory mechanisms. Patients were stratified by sagittal vertical axis (SVA) by the Schwab-SRS classification. OUTCOME MEASURES: Radiographic spino-pelvic parameters were measured in the DLS and ASD groups, including SVA, PI-LL, T1SPi, TPA and PT METHODS: The two diagnosis cohorts were propensity matched for pelvic incidence and age. Each group contained 125 patients. Each group was stratified according to the SRS-Schwab classification. Regional spino-pelvic, lower limb and global alignment parameters were assessed in each group to identify differences in compensatory mechanisms between the two groups with differing degrees of deformity. No funding was provided by any third party in relation to carrying out this study or preparation of the manuscript. RESULTS: With mild to moderate malalignment (SRS-Schwab groups '0', or '+' for pelvic tilt, pelvic incidence-lumbar lordosis mismatch or sagittal vertical axis), DLS patients permit anterior truncal inclination and recruit posterior pelvic shift instead of pelvic tilt to maintain balance, while providing relief of neurological symptoms. ASD patients with mild- moderate deformity recruit pelvic tilt earlier than DLS patients. With moderate- severe malalignment, no significant difference was found in compensatory mechanisms between DLS and ASD patients. CONCLUSIONS: Patients with degenerative lumbar stenosis permit mild-moderate deformity without recruiting compensatory mechanisms of pelvic tilt, reducing truncal inclination and thoracic hypokyphosis in order to achieve neural decompression. However with moderate to severe deformity, their desire for upright posture overrides the desire for neural decompression, evident by the adaptation of compensatory mechanisms similar to that of the adult spinal deformity patients.

PURPOSE: Characteristics specific to cervical deformity (CD) concomitant with adult thoracolumbar deformity (TLD) remains uncertain, particularly regarding treatment. This study identifies cervical malalignment prevalence following surgical and conservative TLD treatment through 2 years. METHODS: Retrospective analysis of a prospective, multicenter adult spinal deformity (ASD) database. CD was defined in operative and non-operative ASD patients according to the following criteria: T1 Slope minus Cervical Lordosis (T1S-CL) >/=20 degrees , C2-C7 Cervical Sagittal Vertical Axis (cSVA) >/=40 mm, C2-C7 kyphosis >10 degrees . Differences in rates, demographics, health-related quality of life (HRQoL) scores for Oswestry Disability Index (ODI) and Scoliosis Research Society Questionnaire (SRS-22r), and radiographic variables were assessed between treatment groups (Op vs. Non-Op) and follow-up periods (baseline, 1-year, 2-year). RESULTS: Three hundred and nineteen (200 Op, 199 Non-Op) ASD patients were analyzed. Op patients' CD rates at 1 and 2 years were 78.9, and 63.0 %, respectively. Non-Op CD rates were 21.1 and 37.0 % at 1 and 2 years, respectively. T1S-CL mismatch and cSVA malalignment characterized Op CD at 1 and 2 years (p < 0.05). Op and Non-Op CD groups had similar cervical/global alignment at 1 year (p > 0.05 for all), but at 2 years, Op CD patients had worse thoracic kyphosis (TK), T1S-CL, CL, cSVA, C2-T3 SVA, and global SVA compared to Non-Ops (p < 0.05). Op CD patients had worse ODI, and SRS Activity at 1 and 2 years post-operative (p < 0.05), but had greater 2-year SRS Satisfaction scores (p = 0.019). CONCLUSIONS: In the first study to compare cervical malalignment at extended follow-up between ASD treatments, CD rates rose overall through 2 years. TLD surgery, resulting in higher CD rates characterized by T1S-CL and cSVA malalignment, produced poorer HRQoL. This information can aid in treatment method decision-making when cervical deformity is present concomitant with TLD.

BACKGROUND:Early, accurate detection of infection is vital to successful treatment of periprosthetic joint infection (PJI). Currently, no "gold standard" diagnostic testing exists. The goal of this prospective study was to compare the efficacy of a blood culture bottle system (BCBS) to commonly used culture swabs in confirming PJI in patients with high clinical suspicion. METHODS:Patients were selected for enrollment based on Musculoskeletal Infection Society guidelines for PJI. erythrocyte sedimentation rate and C-reactive protein were obtained before aspiration. Aspirated fluid was divided between BCBS, swab, and synovial fluid analysis. Forty-nine samples were analyzed. RESULTS:BCBS yielded 41 positive cultures vs 19 with swab (P < .0001), particularly with respect to Staphylococcus epidermidis. There were no false positive results in the BCBS group, using strict Musculoskeletal Infection Society guidelines. CONCLUSION:BCBS increased identification of pathogens in lower extremity PJI, providing clinicians with a low-cost, broadly-applicable test.

BACKGROUND: The maintenance of horizontal gaze is an essential function of upright posture and global sagittal spinal alignment. Horizontal gaze is classically measured by the chin-brow vertical angle (CBVA), which is not readily measured on most lateral spine radiographs. OBJECTIVE: To evaluate relations between CBVA and the slope of the line of sight, the slope of McGregor's line (McGS), and Oswestry Disability Index. METHODS: Patients were identified from a single center database of 531 spine patients who underwent full-body EOS x-rays. Correlations between CBVA, the slope of the line of sight, and McGS were assessed. Using a quadratic regression with Oswestry Disability Index and CBVA, windows of low disability were identified. Comparison of sagittal spinopelvic parameters was carried out between patients with "ascending gaze" and "neutral position." RESULTS: Three hundred three patients were included (74% female, mean age 54.8 years, body mass index 26.6 +/- 6.0 kg/m). CBVA strongly correlated with the slope of the line of sight (r = 0.996) and McGS (r = 0.862). Regression studies between Oswestry Disability Index and CBVA yielded a range of values corresponding to low disability (-4.7 degrees to 17.7 degrees). Similarly, a low disability range for the slope of the line of sight (-5.1 degrees to 18.5 degrees) and McGS (-5.7 degrees to 14.3 degrees) was computed. Patients with "ascending gaze" had a worse spinopelvic alignment than "neutral position" patients. CONCLUSION: The slope of the line of sight and McGS correlated strongly with CBVA and can be used as surrogate measures. The range of values for these measures corresponding to low disability was identified. These values can be used as a general guideline to assess alignment for diagnostic purposes. Cervical compensatory mechanism may modify the natural head position in sagittally misaligned patients. ABBREVIATIONS: CBVA, chin-brow vertical angleHRQoL, health-related quality of lifeMcGS, slope of McGregor's lineODI, Oswestry Disability IndexSLs, slope of the line of sight.

DESIGN:Retrospective review. OBJECTIVE:To evaluate gender-related differences in compensatory recruitment to progressive sagittal malalignment. SUMMARY OF BACKGROUND DATA:Recent research has elucidated compensatory mechanisms recruited in response to sagittal malalignment, but gender-specific differences in compensatory recruitment patterns is unknown. METHODS:Single-center study of patients with full body x-rays. A female group was propensity matched by age, body mass index (BMI), and pelvic incidence (PI) to a male group. Patients were then stratified into five groups of progressive PI-lumbar lordosis (LL) mismatch (<0°, 0°-10°, 10°-20°, 20°-30°, >30°). Differences between PI-LL groups were assessed with analysis of variance, and between genders by unpaired t test. Knee flexion to pelvic tilt (PT) ratio was computed and compared between genders. Multivariate regression to develop predictive models for PT was performed for each gender, first with spinopelvic parameters and subsequently with inclusion of lower limb parameters. RESULTS:A total of 942 patient visits were included: 471 females (mean age 54 years, BMI 27, PI 51°) and 471 males (mean age 52 years, BMI 27, PI 51°). At the lowest level of malalignment, females had greater PT and less knee flexion. With progressive malalignment, females continued to exhibit a pattern of greater pelvic retroversion and less knee flexion compared to males. Hip extension was higher in females with progressive PI-LL mismatch groups. Both genders progressively recruited knee flexion and pelvic retroversion with increased PI-LL mismatch, except that at the higher PI-LL mismatch groups, only males continued to recruit knee flexion (all p < .05). Inclusion of lower limbs in the regression for PT markedly improved correlation coefficients for females but not for males. CONCLUSIONS:With progressive sagittal malalignment, men recruit more knee flexion and women recruit more pelvic tilt and hip extension. Knee flexion is a possible mechanism to gain pelvic tilt for females whereas for males, knee flexion is an independent compensatory mechanism.

OBJECT Previous forceplate studies analyzing the impact of sagittal-plane spinal deformity on pelvic parameters have demonstrated the compensatory mechanisms of pelvis translation in addition to rotation. However, the mechanisms recruited for this pelvic rotation were not assessed. This study aims to analyze the relationship between spinopelvic and lower-extremity parameters and clarify the role of pelvic translation. METHODS This is a retrospective study of patients with spinal deformity and full-body EOS images. Patients with only stenosis or low-back pain were excluded. Patients were grouped according to T-1 spinopelvic inclination (T1SPi): sagittal forward (forward, > 0.5 degrees ), neutral (-6.3 degrees to 0.5 degrees ), or backward (< -6.3 degrees ). Pelvic translation was quantified by pelvic shift (sagittal offset between the posterosuperior corner of the sacrum and anterior cortex of the distal tibia), hip extension was measured using the sacrofemoral angle (SFA; the angle formed by the middle of the sacral endplate and the bicoxofemoral axis and the line between the bicoxofemoral axis and the femoral axis), and chin-brow vertical angle (CBVA). Univariate and multivariate analyses were used to compare the parameters and correlation with the Oswestry Disability Index (ODI). RESULTS In total, 336 patients (71% female; mean age 57 years; mean body mass index 27 kg/m(2)) had mean T1SPi values of -8.8 degrees , -3.5 degrees , and 5.9 degrees in the backward, neutral, and forward groups, respectively. There were significant differences in the lower-extremity and spinopelvic parameters between T1SPi groups. The backward group had a normal lumbar lordosis (LL), negative SVA and pelvic shift, and the largest hip extension. Forward patients had a small LL and an increased SVA, with a large pelvic shift creating compensatory knee flexion. Significant correlations existed between lower-limb parameter and pelvic shift, pelvic tilt, T-1 pelvic angle, T1SPi, and sagittal vertical axis (0.3 < r < 0.8; p < 0.001). ODI was significantly correlated with knee flexion and pelvic shift. CONCLUSIONS This is the first study to describe full-body alignment in a large population of patients with spinal pathologies. Furthermore, patients categorized based on T1SPi were found to have significant differences in the pelvic shift and lower-limb compensatory mechanisms. Correlations between lower-limb angles, pelvic shift, and ODI were identified. These differences in compensatory mechanisms should be considered when evaluating and planning surgical intervention for adult patients with spinal deformity.

STUDY DESIGN: Measurement reliability study of adult spinal deformity (ASD) patient radiographs using intraclass correlation coefficients (ICC) and variance. OBJECTIVE: The aim of the study was to compare picture archiving and communication systems (PACS) to dedicated spine measurement software (SMS). SUMMARY OF BACKGROUND DATA: Accurate radiographic measurement of sagittal alignment is essential for evaluating ASD. PACS measurements often necessitate rudimentary techniques and estimations of anatomic landmarks and angles. Though SMS has been studied and validated, no studies directly compare PACS to SMS. METHODS: Eleven independent observers (7 spine surgeons, 4 researchers) digitally measured 20 ASD radiographs for pelvic incidence (PI), pelvic tilt (PT), lumbar lordosis (LL), PI-LL, thoracic kyphosis (TK), and sagittal vertical axis (SVA). Round 1 used PACS basic line/angle tools; Round 2 used a validated SMS that automatically calculates spino-pelvic parameters from 6 user-identified landmarks. Means, coefficient of variance (CV), and intraclass correlation coefficients (ICC) were analyzed. RESULTS: PACS measurements were significantly greater than SMS (PI, PT, PI-LL: P < 0.0001), though within clinical and measurement margins of error. Excluding TK, the variations in measurement (CV) were significantly greater for PACS (14-34%) vs. SMS (11-23%). Reliability was greater in SMS than PACS for PI, PT, PI-LL, LL, and SVA. The greatest differences in intraclass correlation coefficients (ICC) between PACS and SMS were in PI (PACS: 0.647; SMS: 0.810) and PI-LL (PACS: 0.921; SMS: 0.970). Among surgeons, the differences between PACS and SMS were augmented, and SMS had higher intraclass correlation coefficients (ICC) than PACS for all parameters (mean intraclass correlation coefficients [ICC] 0.931 vs. 0.861). Among surgeons, PI had the lowest reliability ( PACS: 0.505; SMS: 0.752) and SVA had the highest ( PACS: 0.985; SMS: 0.994). CONCLUSION: SMS provides significantly more reliable measurements than PACS, especially among surgeons. Consistent use of SMS in the evaluation and surgical planning of ASD patients appears necessary given the significant differences in values, variance, and reliability between PACS and SMS. LEVEL OF EVIDENCE: 3.