5.6 Spine Classifications and Severity Measures
K Venugopal Menon
1 An introduction to classification and grading of spinal infection
Developing a comprehensive classification system that will encompass all types and severities of infections of the bony spine, the associated soft tissues, the neural elements, and it coverings is a Herculean task. The ideal system should assign severity in terms of anatomical extent, microbiological and pathological nature of lesion, clinical syndromes, and outcomes of therapy and also help allocate therapeutic strategies. It should allow easy documentation and communication across cultures. Modern scoring systems should also consider converting nonparametric data into parametric information for easy digitization and retrieval since in the near future one can visualize such data storage systems becoming totally digitized.
2 The challenges
Unlike spinal deformity or fractures of the spine the constraints to uniform scoring or grading are multiple.
Anatomical
The spine is structurally a nonhomogenous organ having bony, cartilaginous, muscular, and other connective tissue elements and also neural elements with their covering membranes. Infection can therefore range from osteomyelitis, discitis, epidural infection, meningitis, and myelitis. Additionally the region of the spine affected (cervical, thoracic, lumbar, or sacral) would also significantly impact therapeutic strategy.
Microbiological
A host of organisms are responsible for vertebral infections. Bacterial (pyogenic, brucellar, and tubercular) infections are by far the commonest clinical entities; fungal and parasitic infections are also reported.
Host related issues
Host related issues that may significantly influence the outcome and the severity of the infection like age, nutritional status, immunological status, comorbidities, etc., must all be factored into any comprehensive classification.
Chronology
Chronology of the infection such as early, and late, iatrogenic problems like postoperative, postinjection, implant associated infections have to be included.
Currently the severity assignment is based on easily recognizable, measurable data like number of vertebrae affected, extent of collapse, degree of kyphosis, and also some nonparametric data like neurological deficit, host immunological status, etc. Little stress has been laid on the severity of symptoms such as pain or disability as has been described for degenerative disease.
3 What do we have now
Tuberculosis (Tb) of the spine is as old as mankind itself and naturally most efforts to quantify the disease severity has been in this area with less data on Pyogenic infections. One of the early attempts at classification of Tb has been that of Tuli [1] in 1975 based on x-ray appearance. Based on the origin of the disease he described a pardiscal disease, a central disease, an anterior lesion, and an appendicular lesion (encompassing all the posterior elements) which appears to be a modification of Doub and Badgley [2].
Kumar [3] has further classified posterior element disease into subtypes based on the site of the lesion, radiological stage, associated lesions, and the neurological involvement. The neurological involvement of Tuberculosis has been graded according to severity by Konstam et al [4] and Goel [5] based on the Frankel grading system [6] and modified by Tuli [7]. Jain [8] in 2005 incorporated bladder and bowel affection and sensory involvement into the neurological evaluation. Perhaps the most important prognostic indicators in Tb spine are the deformity progression potential and neurological progression potential. Rajasekaran [9] and coworkers have tried to quantify the extent of vertebral destruction (number of vertebrae affected and loss of bone mass) and correlate it with the progression of deformity. Based on all these factors several authors have attempted simplified, algorithmic treatment regimes. Bhojraj [10] relies entirely on the morphological pattern of vertebral disease while the GATA classification [11] from Turkey relies on morphology and neurology to determine treatment strategy. However, these are at best simplistic guidelines and certainly not applicable to all cases of spinal Tb.
Pyogenic infections of the spine came along much after tuberculosis, largely due to increasing invasive procedures on the spine and longer survival of patients with cancer, autoimmune disease, and organ transplants. Winter et al [12] have described classifying systems to cover many aspects of spinal infection from host age to causative organism. However they are discrete units with no grading attempted. Cierny and Mader’s [13] classic on pyogenic osteomyelitis of long bone is a workable model but not directly applicable to cancellous bone infection. Thalgott [14] and coworkers’ study on postoperative spinal infection is an excellent work in that category of patients but obviously ignores other infections and also does not take into account the pathomorphology of the disease. Dewald et al [15] and Harrington et al [16] look specifically at host parameters (originally in relation to tumors but probably equally applicable to infections).
What we have is a picture of many systems, none comprehensive to cover all aspects of all infections and guide therapy as well as prognosticate outcomes.
4 The way forward
Infection, including spinal infection, is a problem involving the microbial agent, the host and his underlying susceptibility, and environmental factors. Specifically in spinal infection this implies the causative organism for agent—Pyogenic, MRSA, M Tuberculosis, atypical mycobacteria, MDR/SDRTb, Brucellae, fungi, etc. Many host factors specifically affect spinal infections – age, general health and hygiene, diabetes, organ transplants, anticancer and antirheumatic therapy, general debility, drug abuse, AIDS, etc. Environmental factors we need to evaluate are issues like previous invasive procedures (discogram, lumbar puncture, etc), the presence of implant, nature of implant, presence of bone graft or graft substitute, the approach used in earlier surgery, etc. Disease pathomorphology may also be included as a separate heading (number of vertebrae affected, extent of destruction, presence of abscess, neurological status, degree of kyphosis, etc) overlapping with the said criteria as shown in Fig 5.6-1 below. The comprehensive evaluation and strategizing system for spinal infection must include all these parameters which at the moment is lacking. The way forward appears to be creating large databases of well documented cases (infrequent occurrence mandates multicenter studies), critically reviewing them, and formulating digitizable systems encompassing all aspects of infection mentioned above.

5 References
1. Tuli SM (1975) Tuberculosis of the spine. New Delhi: Amerind Publishing Co. 2. Doub HP, Badgley CE (1932) The Roentgen signs of tuberculosis of the vertebral body. Am JRoentgenol; 27:827–837. 3. Kumar K(1985) A clinical study and classification of posterior spinal tuberculosis. Int Orthop; 9:147–152. 4. Konstam PG, Blesovsky A (1962) The ambulant treatment of spinal tuberculosis. Br J Surg; 50:26–38. 5. Goel MK (1967) Treatment of Pott’s paraplegia by operation. J Bone Joint Surg Br; 49:674–681. 6. Frankel HL, Hancock DO, Hyslop G, et al (1969) The value of postural reduction in the initial management of closed injuries of the spine with paraplegia and tetraplegia. I. Paraplegia; 7:179–192. 7. Tuli SM (1996) Tuberculosis of the skeletal system. New Delhi: Jaypee Brothers Medical Publications. 8. Jain AK, Sinha S (2005) Evaluation of systems of grading of neurological deficit in tuberculosis of spine. Spinal Cord; 43:375–380. 9. Rajasekaran S, Soundarapandian S (1989) Progression of kyphosis in tuberculosis of the spine treated by anterior arthrodesis. J Bone Joint Surg Am; 71:1314–1323. 10. Mehta JS, Bhojraj SY (2001) Tuberculosis of the thoracic spine. A classification based on the selection of surgical strategies. J Bone Joint Surg Br; 83:859–863. 11. Oguz E, Sehirlioglu A, Altinmakas M, et al (2008) A new classification and guide for surgical treatment of spinal tuberculosis. Int Orthop; 32:127–133. 12. Winter L, Cruz G, Steinmann J (2003) Spinal infections. In Spine Secrets. Hanley and Belfus. 434–439. 13. Cierny G 3rd, Mader JT (1987) Approach to adult osteomyelitis. Orthop Rev; 16:259–270. 14. Thalgott JS, Cotler HB, Sasso RC, et al (1991) Postoperative infections in spinal implants. Classification and analysis a multicenter study. Spine; 16:981–984. 15. DeWald RL, Bridwell KH, Prodromas C, et al (1985) Reconstructive spinal surgery as palliation for metastatic malignancies of the spine. Spine; 10:21–26. 16. Harrington KD (1986) Metastatic disease of the spine. J Bone Joint Surg Am; 68:1110–1115.1 Calderone and Larsen Classification of Spinal Infections
Calderone RR, Larsen JM (1996) Overview and classification of spinal infections. Orthop Clin North Am; 27:1–8.
SCALE DESCRIPTION
Classified based on anatomic location of the infection:
Anterior spine:
Vertebral body
Vertebral osteomyelitis
Spondylodiscitis
Spondylitis
Tuberculosis
Intervertebral disc
Discitis
Paravertebral space
Paravertebral abscess
Psoas abscess
Retropharyngeal abscess
Mediastinitis, empyema
Posterior spine:
Subcutaneous space
Superficial wound infection
Infected seroma
Subfascial space
Deep wound infection
Paraspinous abscess
Posterior elements
Osteomyelitis, deep wound infection
Spinal canal:
Epidural space
Epidural abscess
Meninges
Meningitis
Subdural space
Subdural abscess
Spinal cord
Intramedullary abscess
Interpretation:
Descriptive of lesion location. One type not necessarily more severe than another.
SCALE ILLUSTRATION

METHODOLOGY
No predictive validity or reliability studies were identified.
Predictive validity
Population tested in | Outcome | Predictive validity |
Not tested |
Reliability
2 Cierny and Mader Classification of Osteomyelitis
Developed for long-bone osteomyelitis*
Cierny G 3rd, Mader JT (1987) Approach to adult osteomyelitis. Orthop Rev; 16:259–270.
SCALE DESCRIPTION
Staged based on the following two parameters:
Anatomy of bone infection:
Type 1—Medullary: primarily an endosteal disease
Type 2—Superficial: condition in which the surface of the bone is irreversibly infected due to a soft tissue defect
Type 3—Localized: contains a cortical sequestrum, is cavitary and well marginated, combines features of Types 1 and 2, can be completely excised without compromising stability
Type 4—Diffuse: permeative, through-and-through process with the characteristics of Types 1, 3 and 3 and has instability, either before or after debridement
Physiology of the host:
Type A—Good immune system and delivery
Type B—Comprised locally or systemically
Type C—Requires no or merely suppressive treatment
Interpretation:
Articulates an anatomic type with a physiologic class to depict one of 12 possible classifications.
The higher the disease type, the greater the severity.
Waldvogel FA, Medoff G, Swartz MN (1970) Osteomyelitis: a review of clinical features, therapeutic considerations and unusual aspects. 3. Osteomyelitis associated with vascular insufficiency. N Engl J Med; 282:316–322.
Ger R (1977) Muscle transposition for treatment and prevention of chronic post-traumatic osteomyelitis of the tibia. J Bone Joint Surg Am; 59:784–791.
Kelly PJ (1984) Infected nonunion of the femur and tibia. Orthop Clin North Am; 15:481–490.
Weiland AJ, Moore JR, Daniel RK (1984) The efficacy of free tissue transfer in the treatment of osteomyelitis. J Bone Joint Surg Am; 66:181–193.
Gordon L, Chiu EJ (1988) Treatment of infected non-unions and segmental defects of the tibia with staged microvascular muscle transplantation and bone-grafting. J Bone Joint Surg Am; 70:377–386.
May JW, Jr., Jupiter JB, Weiland AJ, et al (1989) Clinical classification of post-traumatic tibial osteomyelitis. J Bone Joint Surg Am; 71:1422–1428.

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