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Figure 9
lumbar vertebrae; however, caution should be used at higher levels because
the pars interarticularis becomes thinner and the pedicle diameter is smaller,
which substantially increases the technical difficulty of screw placement and
theoretically increases the risk of pars fracture or inadvertent cortical
perforation.
38
Axial (A) and sagittal (B) illustration demonstrating the
trajectories for medial to lateral cortical bone trajectory
(CBT) screws and traditional trajectory (TT) pedicle screws.
(Reproduced from Tortolani PJ, Stroh DA: Cortical bone trajectory
technique for posterior spinal instrumentation. J Am Acad Orthop Surg
2016;24[11]:755-761.)
Illustration demonstrating posterior and cross-sectional views of

Figure 10
traditional iliac screw fixation (A) and the S2-alar-iliac
trajectory (B).
Techniques using facet and translaminar screws were originally described
decades ago; however, the use of these techniques in posterior fixation has
recently received renewed attention. Although facet and translaminar screws
do not provide rigidity equivalent to that of pedicle screws, successful
outcomes have been reported when these alternative screw techniques were
used as adjuncts in anterior interbody fusion.
39
Iliac Fixation
Obtaining stable fixation and successful fusion across the lumbosacral
junction in long multilevel constructs historically has been challenging for
spine surgeons because of the largely cancellous nature of the S1 and S2
pedicles and the substantial forces concentrated on the transition zone from
the mobile spine to the relatively rigid pelvis. The addition of pelvic fixation
overcomes this challenge by placing fixation across the center of rotation of
the pelvis and out of the plane of the remainder of the instrumentation.
Initially, the Galveston technique involved the placement of an L-shaped rod
between the tables of the ilium.40 With the advent of modern segmental
instrumentation, the technique evolved to use screw fixation within the ilium.
Currently, multiple techniques are available to achieve fixation to the
pelvis. Classic iliac fixation uses a starting point in or just medial to the
posterior superior iliac spine. A long, large diameter screw is then inserted
between the tables of the ilium in a caudal (20°-45°) and lateral (30°-45°)
trajectory. Although this technique is relatively straightforward, it requires
lateral connectors to join to the medial pedicle screw construct. Iliac screws
are commonly removed because of symptomatic prominence. A more medial
starting point on the posterior superior iliac spine can reduce implant
prominence but makes connection of the remainder of the construct more
difficult. Recently, an S2 starting point that is 2 to 4 mm lateral and 4 to 8
mm caudal to the S1 foramen and a trajectory proceeding through the sacral
ala into the pelvis has gained popularity41 (Figure 10). In this S2-alar-iliac
technique, the screw tulips are aligned with the remainder of the construct
and are unlikely to be symptomatically prominent; however, because the
screws cross the sacroiliac joint, irritation or degeneration of the sacroiliac

joint can result. Recent evidence suggests that the technique is associated
with a lower revision rate.42 Biomechanical evaluation of both traditional
iliac fixation or S2-alar-iliac screw fixation has not demonstrated significant
differences in stiffness or load to failure.
43
Summary
Although the anatomy of the spine has not changed, the understanding of the
relationships between the structures that make up the spine and the changes
in these structures caused by aging, degeneration, and injury has advanced
considerably in recent years. This understanding has implications in the
diagnosis and treatment of spinal pathology and is essential knowledge for
any surgeon treating patients with common and often debilitating spinal
disorders and injuries.
Key Study Points
A detailed knowledge of spine anatomy is a prerequisite for safe and
effective nonsurgical and surgical treatment of patients with spine
pathology.
Growing evidence exists that the health and function of the multifidus
muscles has an effect on clinical function in the lumbar spine.
The freehand technique for thoracic pedicle screw instrumentation is safe
and effective. In patients with spine deformity, the relationship of the great
vessels to the spine may be altered.
The morphology and degenerative state of the vertebral end plate is an
important consideration when applying interbody instrumentation.
Techniques for lumbar and lumbosacral instrumentation are evolving.
Increasing evidence supports the safety and efficacy of the cortical bone
screw trajectory and S2-alar-iliac fixation.
Annotated References
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This case-control study demonstrated that a higher body mass index, preexisting facet
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the relationship of cervical lordosis to newly defined cranial parameters, including the
cranial incidence, which is analogous to pelvic incidence in the lumbosacral spine.
Important considerations for correction of spinal deformity. Spine J 2016;S15299430(16)30028-6.
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pain of less than 3 months’ duration that resulted in no substantial deformity in the
standing or sitting positions. When seated, there was a reduction in lumbar lordosis and
thoracic kyphosis with forward displacement of the sagittal vertical axis and increased
pelvic tilt and cervical lordosis compared with those parameters when standing.
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serial sectioning of the ligaments of the occipitocervical complex. Results emphasize
the importance of the occipitoatlantal joint capsules in restraining occipitoatlantal
motion and reaffirm the primary role of the cruciate ligament in atlantoaxial stability.
injuries of the occipitocervical complex. Spine (Phila Pa 1976) 2011;36(9):709-714.
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injuries in patients with polytrauma at a level 1 trauma center. The injuries were not
initially diagnosed on the neuroradiology report. It was determined that no injuries
would be missed using the criteria of a basion-dens interval greater than 10 mm and a
lateral mass interval of 4 mm or greater to define occipitocervical complex injuries.
craniocervical dislocations: The role of the occipitoatlantal ligament. Clin Orthop Relat
Res 2012;470(6):1602-1613.
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injury patterns: type I, isolated atlantoaxial injuries with an intact occipitoatlantal
capsule and type II injuries, combined occipitoatlantal-atlantoaxial injuries, which are
associated with a higher rate of complete spinal cord injury.
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Spine J 2016;25(12):4132-4139.
This anatomic study using cadaver skeletons demonstrated significant variation in the
size and position of the foramen transversarium of the cervical spine.
complex for transarticular screw fixation. J Neurosurg 1996;85(2):221-224.
Anatomo-surgical guide. Spine (Phila Pa 1976) 2011;36(12):945-950.
Pertinent anatomy for C1-C2 posterior instrumentation using the Harms technique is
reviewed.
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study. Spine J 2017;17(1):135-142.
Results of a cross-sectional cadaver study to establish normative values for the size and
shape of cervical vertebrae (C3-C7) are presented.

Analysis of 1662 screws. J Spinal Disord Tech 2011;24(7):415-420.
A retrospective review of 225 patients who underwent posterior cervical lateral mass
instrumentation found that revision surgery was required in 6.2% of the patients
because of nerve injury, hematoma formation, pseudarthrosis, or screw pullout.
screws to the spinal nerves: A comparison of the Magerl, Anderson, and An techniques.
Spine (Phila Pa 1976) 1999;24(19):2057-2061.
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review. J Neurosurg Spine 2013;19(5):614-623.
This systematic review of the literature compared the complications of posterior
cervical lateral mass fixation and pedicle screw fixation. A low rate of vertebral artery
injury was reported with pedicle screw fixation, but the rate was higher than that of
lateral mass screw fixation.
morphometric study of thoracic spine and its relevance to anaesthetic and spinal
surgical procedures. J Clin Orthop Trauma 2016;7(2):101-108.
A CT-based study of 50 patients (600 thoracic vertebrae) without spine disorders was
undertaken to determine normative anatomic data for pedicle width, length, and height;
transverse pedicle angles; chord length; canal dimensions; body width and height;
spinous process angle; and transverse process length.
thoracic spine: Part I. Morphometric analysis of the thoracic vertebrae. J Bone Joint
Surg Am 1995;77(8):1193-1199.
of pedicle cortical and cancellous diameter as related to screw size. Spine (Phila Pa
1976) 1989;14(4):367-372.
size on thoracic spinal canal dimensions: An anatomic study. Spine (Phila Pa 1976)
2014;39(20):E1195-E1200.
This cadaver study of 162 pedicles from 81 fresh-frozen thoracic vertebrae
demonstrated that, as pedicles expand with larger screws, expansion occurs in a lateral
direction in 99.3% of vertebrae. This expansion does not affect spinal canal diameter.

placement in the thoracic spine: Is it safe? Spine (Phila Pa 1976) 2004;29(3):333-342,
discussion 342.
technique” for safe pedicle screw placement in the thoracic spine. Eur Spine J
2014;23(suppl 4):S452-S456.
The authors report on a freehand technique for thoracic pedicle instrumentation. This
technique takes advantage of the contrast between the column of cancellous bone within
the pedicle and the cortical anterior wall of the transverse process.
spinal deformity. Neurosurg Focus 2003;14(1):e7.
in thoracic idiopathic scoliosis: A magnetic resonance imaging analysis of screw
placement relative to structures at risk. Eur Spine J 2008;17(5):657-662.
vertebrae in patients with Lenke type 1 adolescent idiopathic scoliosis. Spine (Phila Pa
1976) 2016;41(7):585-590.
CT images were used to identify the position of the aorta relative to the spine in Lenke
type 1 adolescent idiopathic scoliosis. Type 1A and 1C curves had a high risk of aortic
injury at T11 when a 40-mm screw was used, even if angular error was less than 10°.
assisted methods: A systematic review and meta-analysis of comparative studies. Eur
Spine J 2011;20(6):846-859.
The results of systematic review of comparing accuracy of pedicle screw placement
with and without the assistance of image guidance are presented. Image guidance
improved the accuracy of screw placement. There was no strong evidence that any one
specific navigation system was superior to another.
correlation with MRI findings of lumbar degeneration. J Biomech 2016;49(4):586-593.
This cadaver study demonstrated an increase in strength and stiffness of lumbar end
plates from the center to the periphery, and in more caudal vertebrae. An inverse
relationship between the grade of degeneration and end plate strength and stiffness was
shown.

disc decompression following endplate damage: Implications for disc degeneration
depend on spinal level and age. Spine (Phila Pa 1976) 2013;38(17):1473-1481.
This cadaver study demonstrated that fracture of the end plate resulting from
compressive overload leads to decreased nucleus pulposus pressures and increases
stress in the posterior anulus. The effect was more severe at higher spinal levels and in
older patients.
after posterior lumbar interbody fusion: Analysis of 1070 cases. Spine (Phila Pa 1976)
2012;37(13):1164-1169.
A retrospective review of 1,070 patients who underwent single- or multi-level posterior
lumbar interbody fusion found that a pear-shaped disk space, inclusion of L5-S1,
multilevel fusion, and a wide disk space with instability were risk factors for cage
retropulsion.
instrumentation. J Am Acad Orthop Surg 2016;24(11):755-761.
A detailed review of the technique and current state of the evidence for the application
of a cortical bone trajectory for posterior instrumentation of the lumbar spine is
presented.
spine. J Am Acad Orthop Surg 2016;24(6):357-364.
The authors present a detailed review of the history, technique, and outcomes of various
methods for posterior lumbar spine fixation, including pedicle, cortical, facet, and
translaminar screws.
scoliotic spine. Spine (Phila Pa 1976) 1982;7(3):276-284.
1976) 2010;35(25):2245-2251.
complications than iliac screws in adult lumbosacropelvic fixation. Spine (Phila Pa
1976) 2017;42(3):E142-E149.
This retrospective review of outcomes of patients treated using S2-alar-iliac fixation or
traditional iliac screw fixation found that the S2-alar-iliac technique had lower rates of
revision and surgical site infection than the traditional fixation technique. Similar
clinical outcomes were reported for both techniques. Level of evidence: IV.

spinopelvic fixation constructs: Iliac screw versus S2-alar-iliac screw. Spine Deform
2016;4(1):10-15.
This cadaver biomechanical study reported no statistical difference in stiffness and
load-to-failure between S2-alar-iliac screws and traditional iliac screw fixation.
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