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kyphotic angulation must be absolutelyavoided due to the resultant sagittal imbalance.
Allowingtheabdomen tohangfreelywithoutventral compressionhelpsminimizeintra-
abdominalpressureandvenousbleeding.
OperativeTechniques
SacralFixation
Pedicle screw pullout strength is increased by medialization of insertion trajectory
comparedwith “straight-ahead”insertion withoutmedial angulationofthe screwtip.
3,12
An obese body habitus, an iliac crest overhang, or triangulated vertebral bodies may
presentobstaclestoadequatemedializationofpediclescrewtrajectory(Fig.4.4a).Ifthis
problem is encounteredwhileusing a midline open skin incision, thebailout technique
requires splitting the fascia in a paramedian fashion for a transmuscular approach to
enable a more lateral starting point and medialization of the trajectory. Vigilance is
required to prevent an unintended straight-ahead trajectory from violating the anterior
sacral or lumbar cortex with resultant injury to neurovascular structures. The aortic
bifurcation occurs at approximately L4/L5, with the common iliac vessels traveling
laterallyfromthebifurcation.TheL4andL5nerverootstraversetheanterolateralsacral
cortexpriortojoiningthelumbosacralplexuslocatedatthelevelofthesacralala,andthe
colonisincloseoppositiontotheventralsurfaceofS2.Arelative“safezone”existsinthe
ventral midline of thesacral promontory; however, individual patientvascular anatomy
shouldbe incidentallyvisualizedand appreciatedonpreoperativespineimagingpriorto
proceedingwithinstrumentation.
Fig.4.3a–dS2-alar-iliacscrews. (a) Intraoperative CT-guided planningdemonstratingstartingpoint and trajectory of
S2-alar-iliacscrew.(b)PostoperativeCTscanshowingalignmentofS2-alar-iliacscrewheadwithlumbosacralpedicle
screws, eliminating the need for an offset connector typically required by traditional iliac screws. (c,d) X-rays
demonstratingusageofS2-alar-iliacscrewstoanchorlongconstructfordeformitycorrection.
Fig.4.4a–cComplicationsofsacral-pelvicfixation.(a)Failuretoadequatelydirectpediclescrewsinmedialtrajectory,
combined with significant screw perforation of anterior cortex, resulting in screws abutting internal iliac veins
bilaterally.(b,c)Asymptomatichaloformation(arrows;dottedline)around iliac screws doesnotnecessitate revision
unlessresultinginpainorlumbosacralpseudarthrosis.
IliacFixation
Misdirectionof iliacorS2-iliac screwsthrough thesciaticnotch cancause injurytothe
superiorglutealarteryorsciaticnerve,whichisararebutseriouscomplication.Violation
ofthe acetabulummust beavoided. Familiarizationwiththe iliacteardrop viewenables
correctscrewtrajectoryselection.
Placementofscrewsintotheiliumrequiressignificantinsertionaltorquethatcancause
breakageof the screwdriverunless careis taken tosequentially tapthe screw trajectory
completely to the desired depth. Once iliac screw insertion is initiated, one should not
pauseduringinsertion,asthemechanicalthermalenergygeneratedbyscrewinsertionin
the bone assists in temporarily lessening insertional torque, a benefit that is lost when
screwinsertionpauses.Iliacscrewheadprominenceandoffsetdistancefromlumbosacral
pediclescrewheadsisminimizedutilizingtheS2-alar-iliactrajectory.
RevisionofScrews
Asmentioned,iliacscrewsmayundergoasymptomatichaloing(Fig.4.4b,c).Unlesspain,
implantbreakage,orinstabilityoftheconstruct occurs,screwrevisionisnotrequired.If
iliac screw replacementis required, using larger diameterscrews confers more stability
thanusinglongerscrews.
ChapterSummary
Sacral-pelvic fixation is a powerful tool for increasing the strength and stability of
lumbosacral constructs. Extreme biomechanical forces at the lumbosacral junction and
relatively poor bone quality of the sacrum result in a high rate of lumbosacral
pseudarthrosis and implant failure in adult spinal deformity correction. Sacral-pelvic
fixation is indicated forlumbosacralarthrodesis extending cephalad to the L2 vertebra,
augmentationofconstructsforpoor-qualityorosteoporoticbone,sacrectomyfortumoror
infection, unstable sacral fractures, correction of flat-back syndrome via lumbar
osteotomy, correction of pelvic obliquity, high-grade spondylolisthesis, or as a salvage
mechanismduringrevisionforpseudarthrosis.
Sacral fixation is optimally performed using bi- or tricortical S1 medially directed
pediclescrews.AlarandS2screwsandhooksthroughthedorsalsacralforaminamaybe
addedforsupplementation,butlackthebiomechanicalstrengthtoanchorlongconstructs
inadultspinaldeformity.Caremustbetakentooptimizescrewsizeforcorticalpurchase
whileavoidinginjurytoneurovascularstructuresanteriortothelumbosacraljunction.
Iliacfixationis optimallyperformed usingiliac or S2-alar-iliacthreaded screws,in a
trajectorytowardthe anteroinferioriliacspine, withlength≥ 80mmanddiameter ≥9.5
mm. Knowledge of sacral-pelvic anatomy and use of the iliac teardrop view on
intraoperativeimagingiskeyforiliacscrewplacement.
Theadditionofinterbodystructuralgraftsincreasesthesurfaceareaforarthrodesisand
stiffnessoftheconstructandshouldbeperformedfor longconstructsatthelumbosacral
junction.
The spinal deformity surgeon must have excellent knowledge of indications,
instrumentation options, and techniques of sacral-pelvic fixation. Familiarization with
sacral-pelvicanatomyisnecessaryto optimizethesizeandtrajectoryofinstrumentation
andavoidcomplications.
Pearls
Sacral-pelvicfixationincreasesthestrengthandrigidityofconstructsspanningthelumbosacraljunction.
 Iliac fixation decreases the rate of sacral instrumentation failure and reduces the incidence of lumbosacral
pseudarthrosis.
S2-alar-iliacscrewsprovidestrongbiomechanicalfixation,minimalimplantprominence,andfavorableimplant
alignmentwithlumbosacralpediclescrewsforeaseofrodcontouring.
Pitfalls
 Sacral pedicle and alar screws have inadequate strength to anchor constructs extending cephalad to L2,
predisposingthepatienttolumbosacralpseudarthrosisunlesssacral-pelvicfixationstrategiesareemployed.
 Acetabular joint impingementor sciatic notch violation with resultant neurovascularinjury can occur during
placementofiliacscrewsunlessintraoperativeimagingwithteardropviewisused.
References
FiveMust-ReadReferences
1. Kim YJ,Bridwell KH, LenkeLG, Cho KJ,Edwards CCII, Rinella AS.Pseudarthrosis in adultspinal deformity
followingmultisegmentalinstrumentationandarthrodesis.JBoneJointSurgAm2006;88:721–728PubMed
2.KostuikJP.Treatmentofscoliosisintheadultthoracolumbarspinewithspecialreferencetofusiontothesacrum.
OrthopClinNorthAm1988;19:371–381PubMed
3.SantosER,RosnerMK,PerraJH,PollyDWJr.Spinopelvicfixationindeformity:areview.NeurosurgClin NAm
2007;18:373–384PubMed
4. Cunningham BW, Lewis SJ, Long J, Dmitriev AE, Linville DA, Bridwell KH. Biomechanical evaluation of
lumbosacralreconstructiontechniquesforspondylolisthesis:an in vitro porcine model. Spine2002; 27:2321–2327
PubMed
5.LebwohlNH,CunninghamBW,DmitrievA,etal.Biomechanicalcomparisonoflumbosacralfixationtechniquesin
acalfspinemodel.Spine2002;27:2312–2320PubMed
6.McCord DH, Cunningham BW,ShonoY, MyersJJ,McAfeePC. Biomechanical analysis of lumbosacralfixation.
Spine1992;17(8,Suppl):S235–S243PubMed
7.KimYJ,BridwellKH,LenkeLG,RinellaAS,EdwardsCII.Pseudarthrosisinprimaryfusionsforadultidiopathic
scoliosis:incidence,riskfactors,andoutcomeanalysis.Spine2005;30:468–474PubMed
8. Moshirfar A, Rand FF, Sponseller PD, et al. Pelvic fixation in spine surgery. Historical overview, indications,
biomechanicalrelevance,andcurrenttechniques.JBoneJointSurgAm2005;87(Suppl2):89–106PubMed
9.LukKD,ChenL,LuWW.Astronger bicortical sacral pedicle screw fixation through the S1 endplate: an in vitro
cyclicloadingandpull-outforceevaluation.Spine2005;30:525–529PubMed
into the apexof the sacralpromontory over bicorticalfixation: a biomechanicalanalysis. Spine 2002;27:806–811
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pediclescrewscombinedwithS2-alarscrews.OperOrthopTraumatol2013;25:294–314PubMed
ClinOrthopRelatRes2002;394:73–83PubMed
sacropelvicfixation(bilateralS1andiliacscrews)forspinaldeformity.Spine2006;31:303–308PubMed
length,trajectory,anddiameter.JNeurosurgSpine2011;14:219–225PubMed
deformitycorrection:Galvestonrodversusiliacandlumbosacralscrews.Spine2006;31:2392–2398,discussion2399
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fixation.Spine2009;34:E866–E872PubMed
alar-iliacfixationversustraditionaliliacfixation.Spine2009;34:436–440PubMed
corticalpurchaseascomparedwithiliacfixation.Spine2013;38:E1250–E1255PubMed
anteriorcolumnsupportinasimulatedsingle-levelspinalfusion.JSpinalDisord2000;13:58–62PubMed
5
Instrumentation Strategies in Osteoporotic
Spine:HowtoPreventFailure?
AhmetAlanayandCaglarYilgor
Introduction
Osteoporosisisanimbalancebetweenboneformationandresorptionthatprimarilyaffects
trabecularbone.Progressiveboneminerallossandconcomitantbonyarchitecturechanges
resultinpain,deformity,increasedriskoffracture,andpossibleneuralcompression.
The spineis the mostcommon site of osteoporoticfractures. Although mostpatients
withacutevertebralcompressionfracturesimproveregardlessofthetreatmentapplied,no
patient experiences spontaneous restoration of the vertebral height and achieves a
realignedspine.Therefore,spinalinstrumentationiseventuallyrequiredforsomepatients.
With aging comes a higher incidence of comorbidities that further complicates the
managementofosteoporoticspine.Theelderlytodayhavemoreactivelifestylesthandid
theelderlyofpreviousgenerations,andtheyrefusetoacceptdisabilityanddeformityasa
part of the aging process. Modifiable conditions such as pulmonary, coronary, and
cerebrovascular diseaseand diabetes mellitus shouldbeaddressed in collaboration with
the consulting medical and anesthesiology specialists to minimize the surgical risk and
optimizetheoutcome.Patientswhosmoke,haveanutritionaldeficiency,aredepressed,or
aresubjecttootherlifestressorsshouldbecounseledpreoperativelytoreducetheimpact
ofthesefactors.
Performingadultspinalreconstructioninpatientswithosteopeniarequirescarefulpre-
operative planning, as osteopenia has impact on both idiopathic and degenerative
disorders. Similarly, careful preoperative planning is required when performing a
reconstruction on younger patients with secondary osteoporosis due to factors such as
hypercortisolism, hyperthyroidism, hyperparathyroidism, alcohol abuse, and
immobilization.
Inpatientswithlowbonemineraldensity(BMD),spinalimplantscannotbeplacedas
securely as in patients with normal BMD, and thus application of corrective forces
throughtheweakbone–implantinterfaceisdifficult.Toavoidfailureinsuchsituations,it
is important to understand thebiomechanicsof the osteoporotic spine and to recognize
thatosteoporosisisasystemicdisease. Themainsurgicalgoal shouldbeset totreatthe
symptoms.Thischapterdiscussesthepre-andpostoperativemeasuresthatcanbetakenin
treatingpatientswith osteoporosis,andthe surgicalstrategiesthatcan beusedtoreduce
theriskoffailure.
UnderstandingtheModesofFailureinOsteoporoticSpine
In the osteoporotic spine, the two most common surgical problems are failure of the
fixationor of the bone–implantinterface, and adjacent segment failure,either of which
mayresultinpseudarthrosis.
Intheearlypostoperativeperiod,pedicleandadjacentvertebralfracturesare themost
commonfailures, whereas inthe latephase, pseudarthrosis withinstrumentation failure,
adjacent disk degeneration, and late compression fractures with progressive kyphosis
occurmorefrequently.
Because the osteoporotic spine is less able to withstand force, even the stresses and
strains that areentailed in the activities ofdailyliving can cause postoperative implant
failure, which may present as a sudden pain, a neurologic problem, or implant
prominence.
FixationFailure
Becausetheelasticmodulus oftheboneissmallerthanthatoftheimplant,and because
theforcetransmissionsfollowthepathofleastresistance,thebonesurroundingthescrews
fails before the implant does. This phenomenon is called screw toggling, and, under
repetitivecycling loading,pedicle screwstypically failbycephalocaudal toggling.Then
loosening and eventually pullout occur, stripping or fracturing the pedicle. The thinner
lateralwallofthepedicleismoreoftenfracturedthanthemedialwall.Thepackingofa
stripped screw hole with corticocancellous graft does not usually augment the pullout
strengthofosteoporoticpedicles,whichisapossiblesalvagemethodinhealthybone.
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Inacement-augmentedpedicle,thescrewcanbepulledoutalone,causingnodamage
totheboneorthecement,orthescrewandthecementcanbepulledouttogether,creating
eitheranenlargedholeinthepedicleorapediclefracture.
The dorsal lamina has a thicker cortical shell than does the ventral aspect, which
contributes to its success in theosteoporotic spine. The main failure mechanism of the
laminar hooks is lamina breakout, breaking the “ring” formed by the lamina, posterior
vertebralbody,andmedialpediclewalls.
Fracture of the upper-instrumented vertebra is another commonly seen failure in the
osteoporoticspine.
AdjacentSegmentProblems
Afterfixationof theosteoporoticspine,almost80%oftheproximaljunctional kyphosis
occursdue toadjacentvertebra fractures.
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Instability andadjacent diskdegeneration are
otherpossiblemechanismsofadjacentsegmentfailure.
Thepreoperativestatusoftheadjacentsegmentanddiskisthegreatestpredictorofthe
developmentof postoperativeadjacent segmentfailure. Onemust avoidending afusion
adjacent to a severely degenerated disk or to a segment with fixed obliquity or
subluxation.
NonunionandPseudarthrosis
Similartoahealthybone,anosteoporoticboneisalsosubjecttopseudarthrosis,especially
infusions extendingtothe sacrum.Known riskfactorsinclude thoracolumbarkyphosis,
positivesagittalbalancegreaterthan5cm,presenceofhiposteoarthritis,andincomplete
sacropelvicfixation.
PreoperativeMeasures
QuantifyingBoneQuality
Grading scales from X-rays, dual-energy X-ray absorptiometry (DEXA), quantitative
computed tomography (QCT), and microdensitometry can be used to diagnose and
quantify osteoporosis in an adult surgical candidate. QCT provides separate BMD
estimatesoftrabecularandcorticalbone,andhasahighersensitivityduetoitsimagingin
across-sectionalplane.AlthoughQCTisusefulinpredictingthefracturerisk,thereisno
clear consensus on a correlation between the quantity of osteoporosis and the type of
strategiesthatshouldbeapplied.
TheDEXAvaluesacquired fromthefemoral neckshouldbe interpretedwithcaution
becausethe bonedensityin thespine decreasesearlierthan inother skeletalsitesin the
earlypostmenopausalyearsduetoturnoverinthishighlytrabecularbone.Bonedensityat
variousskeletalsites beginstocoincideat aboutage70.Also, DEXAacquiredfrom the
vertebrae may be falsely elevated due to degenerative changes. Therefore, the surgeon
mustbereadytodealwithaweakboneregardlessofthepreoperativeDEXAvalues.
MedicalTreatment
ItiswelldocumentedintheliteraturethatBMDcorrelateswithimplantpulloutstrength.
Therefore,preoperativemedicaltreatmentwithbisphosphonates,recombinantparathyroid
hormone(rPTH),calcitonin,selectiveestrogenreceptormodulators,calcium,orvitaminD
should be considered. It is also important to determine whether the benefit of medical
treatmentissufficientenoughtooffsetthedelayinsurgicaltreatment.
The choice, timing, and duration of postoperative pharmacological treatment for
osteoporosis also remain controversial because these drugs may interfere with bone
healing.
IntraoperativeMeasures
Thelossofthequantityaswellasthearchitectureoftheosteoporoticbonemayincrease
the risk of spinal surgery or make the surgical goals difficult to achieve. In these
situations,specificpediclescrewcharacteristicsandinsertiontechniquescanbe adopted,
and surgical strategies such as addressing the pathomorphology of the osteoporotic
vertebrae, handling soft tissue meticulously, enhancing anchor points, applying
prophylactic vertebroplasty, using interbody support, and protecting the bone–implant
interface are utilized to improve the rate of successful fixation. These techniques and
strategiesarediscussedinthefollowingsubsections.
PathomorphologyoftheOsteoporoticVertebrae
Itis wellestablished thatthe bonequality variesin differentpartsof thevertebrae. The
vertebralbodyitselfisthemostaffectedpartoftheosteoporoticvertebrae.Thelamina,on
the otherhand, whichis predominantly cortical,is relatively sparedand ispotentiallya
strongeranchor.Themorphometryofthe pediclesarevariable.Thispatternofboneloss
causesthepediclescrewfixationtobelesseffectiveintheosteoporoticbone.Thefixation
of the pedicle screws is achieved either by taking advantage of the relatively stronger
corticalbonewithinthepediclebyincreasingthescrewdiameterandavoidingtappingthe
screwpath,orbyaugmentingthepediclescrewinvariousways.Sublaminarfixationwith
wires, cables, hooks, and bands is also a good alternative because the lamina is less
affectedbyosteoporosis.
TheBMDalsovariesindifferentregionsofthesacrum.MedialsidehasahigherBMD
thanthelateralside,andthesuperiorsacralendplatehasthehighest.Thescrewsshould
thereforebedirectedmediallyinatriangularfashionandtowardthesacralpromontory.
TheT2pedicleisgenerallystrongerthanT3–T6pedicles,makingT2agoodoptionfor
screwfixationorpediclehooksasastrongupperanchorpoint.
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PedicleScrewFactors
Noconsensushasyetbeenreachedonthe optimalscrew diameter,length,andshapefor
fixationintheosteoporoticbone.However,severalpediclescrewcharacteristics,together
withtheholepreparationandscrewinsertiontactics,areshowntoachieveabetterfixation
andpreventimplantfailure.
PedicleScrewCharacteristics
Double-threaded pedicle screws have a cancellous threaded tip followed by a cortical
thread. The wider pitch of cancellous thread provides additional grip in the cancellous
bone,andthescrewadvancesfasterwithhigherinsertiontorque.Thecorticalthreadinthe
pedicleareaprovideshighergripandlesstoggleduetodenserthreads.
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Conical(tapered)screwsalsoincreaseinsertionaltorque,buttheycannotbereversedor
backedout,becausedoingsoeradicatesthescrew’scontactwiththebone.
Theexpandablepediclescrewusesanovelscrewdesignthatenablesthedistalpartof
thescrewtoenlargewithinthevertebralbodyasaposteriorlydirectedforceisappliedto