The online version of this article (doi:10.1186/s12891-015-0607-1) contains supplementary material, which is available to authorized users.
Competing interests
The authors declare that they have no competing interests.
Authors’ contributions
DJS, TB, MB, DMS, LB contributed to study concept and design; DS and TB performed data acquisition; DJS, TB, MB, DMS, LB contributed to data analysis, interpretation and drafting and revising the manuscript. All authors read and approved the final draft of the manuscript.
Abbreviations
2DCT
Two-dimensional computed tomography
3DCT
Three-dimensional computed tomography
BCSA
Best-fit circle surface area
d/R
Hill Sachs defect depth and humeral head radius
CT
Computed tomography
GHI
Glenohumeral instability
ICC
Intraclass correlation coefficient
MPR
Multiplanar reconstruction
MRA
Magnetic resonance arthrography
MRI
Magnetic resonance imaging
PE
Percentage error
VIBE
Volumetric interpolated breath-hold examination
Background
Glenohumeral instability (GHI) has been associated with a recurrence rate ranging from 30-90 % [
1–
3]. Currently, arthroscopic Bankart repair using modern suture anchor techniques have failure rates ranging from 4-17 % [
4–
6]. A number of risk factors have been proposed to predict recurrence of GHI following arthroscopic Bankart repair including: age, humeral head and glenoid bone loss, shoulder hyperlaxity, and contact activity [
1,
7–
10]. Glenoid bone loss occurs in up to 90 % of patients with recurrent GHI [
11] and, on average, occurs nearly parallel to the long axis of the glenoid (03:01–03:20 on a clock face) [
12,
13]. Burkhart
et al. showed that significant glenoid bone loss, approximately 25-45 % of glenoid width loss, was associated with higher failure rates of arthroscopic Bankart repairs [
14,
15]. The critical defect size for predicting failure of arthroscopic Bankart repairs has been explored biomechanically [
16–
18]. Yamamoto
et al. found that glenoid loss greater than 20 % glenoid length and 26 % of glenoid width, destabilized the shoulder [
19]. The threshold of glenoid bone loss above which arthroscopic Bankart repairs may fail has generally been accepted as glenoid width loss ≥25 %, which is equivalent to ≥19 % of the glenoid length and ≥20 % of the surface area created by a best-fit circle on the inferior surface of the glenoid [
14–
20]. Width loss of 25 % may be expressed as a millimeter defect, varying based on individual glenoid anatomy but is approximately 6-8 mm given that the average glenoid width at the level of the bare area is 24-26 mm [
19,
21]. It is important to keep in mind how one calculates glenoid bone loss, as the threshold for surface area is different than for glenoid width.
Humeral head bone loss, also known as a Hill-Sachs lesion, occurs in up to 93 % of patients with recurrent GHI [
22]. Hill-Sachs lesions are oriented in the axial plane approximately at 07:58+/−00:48 or at an angle of 239.1+/−24.3 ° from 12 o’clock [
23]. In a biomechanical study, Kaar
et al. showed that defects created at an orientation of 209 ° significantly decreased resistance to dislocation when they were greater than 5/8 the depth of the radius of the humeral head in the axial plane [
24]. Sekiya
et al. demonstrated that Hill-Sachs lesions created in a posterolateral orientation benefited from allograft transplantation when greater than 37.5 % of the humeral head diameter [
25]. In a later cadaveric study, Sekiya
et al. showed that defects of 25 % of the humeral head diameter in isolation did not increase risk of dislocation following a capsulolabral repair [
26]. There is a relationship between recurrent dislocations and failure of arthroscopic Bankart repair with increasing size of the Hill-Sachs lesion, although an accepted threshold value for Hill-Sachs bone loss has not yet been determined [
9,
27,
28]. Hill-Sachs bone loss occurs simultaneously with glenoid bone loss in up to 62 % of GHI patients [
29]. The way in which the glenoid and Hill-Sachs lesions interact and contribute to GHI is complex but does appear to be synergistic [
30].
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The degree of glenohumeral bone loss plays a role in surgical decision-making. The glenoid lesion may be treated successfully with an arthroscopic Bankart repair if it is smaller than the previously mentioned values. Larger glenoid bone lesions may require a bone augmentation procedure such as a Latarjet coracoid transfer or a J-graft procedure (bone graft harvested from iliac crest) [
31]. A large Hill-Sachs defect can be addressed via a remplissage procedure (posterior capsulodesis and infraspinatus tenodesis), allograft, resurfacing arthroplasty, or rotational osteotomy. Ideally, the surgeon would be able to accurately quantify bone loss preoperatively to best ensure a successful post-operative outcome with the lowest rate of recurrent instability and the least amount of post-surgical morbidity.
Multiple imaging methods exist for quantifying glenoid and Hill-Sachs bone loss including radiography, computerized tomography (CT), and magnetic resonance imaging (MRI). Radiography is inexpensive and easy to obtain but may be less accurate in detecting the presence of bone lesions compared to CT. Radiographic methods have been proposed using both basic views (true AP, axillary) and special views (Bernageau profile) to measure glenoid and Hill-Sachs bone loss. CT is easy to obtain and accurate with respect to bony detail, but necessitates radiation exposure. MRI is expensive and more difficult to obtain in public health care systems but has no radiation exposure, and may provide information on associated soft tissue lesions involving the labrum, rotator cuff, and capsule. However, assessment of bone lesions may be inferior to that of CT. Two common methods of calculating glenoid bone loss using CT and MRI are width measurements such as the Griffiths Index (Fig.
1) and best-fit circle surface area measurements such as the Pico Method (Fig.
2) [
32,
33]. These methods involve reformatting to subtract the humeral head and get an
en face view of the glenoid. The inferior 2/3 of the glenoid approximates a true circle, the size of which can be estimated based on either the contralateral glenoid or intact posteroinferior margins of the injured glenoid [
11,
34,
35]. Bone loss can then be expressed as the area lost from the circle or the anterior-to-posterior width loss. Determination for Hill-Sachs bone loss has included, among others, depth, width, and length measurements [
36–
39].
Fig. 1
Griffith Index. Width measurements are made perpendicular to a line through the vertical axis of the glenoid and compared to the uninjured glenoid (B/A x 100) to determine percent width loss (adapted from Griffith
et al. [
33])
Fig. 2
Pico Method. The original description of Pico Method involved determining the circumference of the contralateral, normal inferior glenoid circle based on the intact 3–9 o’clock margin, transferring the circle to the injured glenoid, and manually tracing out the glenoid defect and using software to calculate surface area bone loss. Note that the Pico Method has also been used with the intact 6 o’clock-9 o’clock postero-inferior margin of the injured glenoid to determine the pre-injury glenoid circle (adapted from Bois
et al. [
63])
×
×
The degree of glenohumeral bone loss affects the success of arthroscopic Bankart repair and, at present, there is no consensus on a gold standard imaging method or modality for the quantification of glenohumeral bone loss. We performed a scoping review of the literature to identify current published imaging methods for quantifying glenoid and humeral head bone loss in GHI and to evaluate if there was a gold standard method and modality supported by evidence.
Methods
Study design
A scoping review was performed to evaluate the literature based on established guidelines [
40,
41]. Scoping reviews are designed to assess the extent of a body of literature and identify knowledge gaps. Although qualitative in nature, the review can be systematic in approach through a comprehensive search strategy and standardized study selection and evaluation, as in our study. Due to heterogeneity in the articles reviewed, no meta-analyses were performed in this study.
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Selection criteria
Studies were included if the following conditions were met: (1) publication after the year 2000 (following a preliminary review of the literature, the majority of relevant imaging methods were published after this time point; publications prior to 2000 are included in our introduction and discussion when historically relevant); (2) use of human or cadaveric human subjects; (3) evaluation of imaging methods including radiography, CT, and/or MRI; and (4) quantification of glenoid or Hill-Sachs bone loss using these imaging modalities. Criteria for exclusion were: (1) non-English language; and (2) publication in the form of an abstract, letter, or review article.
Search strategies
MEDLINE, EMBASE, Scopus, and Web of Science were searched from January 2000 until July 2013. A search algorithm was created with the guidance of a medical librarian (see Additional file
1).
Study selection
Article selection was performed over two rounds, by two orthopaedic surgery residents with the assistance of two upper extremity fellowship-trained orthopaedic surgeons. During the first round, selection was based on the review of titles and abstracts. To be as inclusive as possible, an article was carried forward to the next stage if either reviewer thought that the study was appropriate. Final study selection was based on full text review using the aforementioned inclusion and exclusion criteria. Duplicate studies were kept until the final article selection. Consensus was reached for final article inclusion through discussion amongst the investigators.
Data extraction
One reviewer extracted study design, imaging modality evaluated, patient characteristics, quantification method used, and findings. A second reviewer independently assessed data extraction for any discrepancies. When provided by the authors, the reliability, accuracy, sensitivity, and specificity are presented in the results section with accompanying tables.
Results
Article selection
Initial literature search retrieved 4536 total articles: 1462 from MEDLINE, 1560 from EMBASE, 827 from Scopus, and 687 from Web of Science (Fig.
3). After the initial review of titles and abstracts, 212 articles were retained. Following review of the full text, 114 articles remained. After the removal of duplicates, 41 articles were included.
Fig. 3
Flowchart of Study Selection
×
Article summary
Tables
1,
2,
3,
4,
5 and
6 summarize the selected articles. We retained 11 articles focusing on Hill-Sachs bone loss, 32 for glenoid bone loss, and 2 articles evaluated both. There were a significantly higher number of articles evaluating CT imaging (38) compared to radiography (11) and MRI (10). For glenoid bone loss, radiography was evaluated in 7 studies [
18,
42–
47], MRI in 8 studies [
21,
42,
44,
48–
53], and CT in 32 studies [
11,
18,
20,
21,
32,
33,
35,
42–
51,
54–
69]. For Hill-Sachs bone loss, radiography was evaluated in 5 studies [
37–
39,
46,
47], MRI in 2 studies [
70,
71], and CT in 5 studies [
23,
36,
72–
74].
Table 1
Studies Assessing Glenoid Bone Loss with Radiography
Study
Modality
Details
Quantification Technique
Findings
Charousset
et al. [
47]: Retrospective case series
Radiography; 2DCT
31 patients
True AP radiography:
Loss of sclerotic line (ICC):
Assessment:
Loss of sclerotic line
Inter-observer 0.44-0.47
True AP view; 2DCT arthrogram; 3 observers measured twice
CT:
Intra-observer 0.66-0.93
Outcome:
Griffith Index (Fig.
1); best-fit circle width loss (Fig.
10)
Normal glenoid did not differ significantly from contralateral glenoid; inferior portion of glenoid approximates a true circle; did not compare measurements to arthroscopic measurements; no reliability measurements
Assessment:
Sugaya Method with bone fragment manually outlined
Note: Technique would not work in case of attritional bone loss without a Bankart fragment
Bilateral CT; defects categorized as: small (<5 %), medium (5-20 %), or large (>20 %); patients also had arthroscopy: 1 observer measured once
Outcome:
Comparison to normal glenoid
List of Abbreviations: ICC: intraclass correlation coefficient; PE: percent error; SEM: standard error of measurement; R
2: coefficient of determination; AGI: anatomic glenoid index
Table 3
Studies Assessing Glenoid Width Loss with CT and MRI
Study
Modality
Details
Quantification Technique
Findings
Charousset
et al. [
47]: Retrospective case series
Radiography; 2DCT
31 patients
True AP radiography:
Loss of sclerotic line:
Assessment:
loss of sclerotic line
Inter-observer ICC 0.44-0.47
True AP radiography & 2DCT arthrogram; 3 observers measured twice
CT:
Intra-observer ICC 0.66-0.93
Outcome:
Griffiths Index (Fig.
1) & best-fit circle width loss (Fig.
10)
Width & cross-sectional surface area on axial slice; length; width; length:width ratio; glenoid surface area by point tracing; flattening of anterior glenoid curvature
No significant difference in side-side measurements
Bilateral CT;1 observer measured once
Instability Subjects:
Outcome:
Width (3 mm difference; 10.8 % width loss); length:width ratio, & cross-sectional area significantly different side-to-side
Glenoid comparison with healthy subjects on
en face glenoid view
Best-fit circle width method based on ipsilateral glenoid
2DCT 0.95
Defects created along anterior and antero-inferior glenoid; 3 observers measured defect size once; 1 observer re-measured at 4 weeks; gold standard was digital photograph
Observers measured bone loss using his/her usual approach (Methods not specified)
Overall agreement with gold standard (kappa score):
Assessment:
3DCT 0.5
Serial imaging of shoulder after osteotomies of 0 %, <12 %, 12-25 %, 25-40 %; manually measured glenoid width through bare area using a digital caliper (gold standard); 12 observers measured twice
Sawbones:1 model for anterior defect; 1 model for anteroinferior defect
2DCT & 3DCT:
2D CT methods (ICC, PE):
Assessment:
Indicators: linear width/length (W/L) ratio; defect length; quantifiers: glenoid index (injured glenoid inferior circle diameter relative to uninjured glenoid diameter)
Defect length: 0.81, 7.68
Osteotomies made at 0, 15 %, and 30 % of inferior glenoid circle diameter; gold standard measurement (3D laser scanner of model); 6 observers measured all 7 techniques
3DCT:
W/L ratio: 0.50, −16.34
Outcome:
Quantifiers: linear ratio (d/R; d = radius to defect, R = circle radius); Pico method (3 variations):
Glenoid index, 0.3, −4.13
Reliability, PE
(1) Original circle method
3D CT (ICC, PE):
(2) Based on contralateral normal glenoid circle with 3 points of reference
Defect length: 0.90, 0.29
(3) Based on remaining intact glenoid cortex
W/L ratio: 0.88, −2.41
Glenoid index: 0.69, 0.01 (0.85, 3.39 with other software platform)
Linear ratio: 0.97, 29.9
Pico (1): 0.98, 4.93
Pico (2): 0.84, 7.32
Pico (3): 0.86, 12.14
Note: Pico method (1) based on the contralateral, intact glenoid and Glenoid Index on 3DCT were most reliable & accurate; Glenoid Index on 2DCT was deemed invalid
Observers measured bone loss using his/her usual approach (Methods not specified)
Accuracy (PE):
Assessment:
3DCT −3.3 %+/−6.6 %
Serial imaging of shoulder with osteotomies grouped as 0 %,<12 %, 12, 25 %, 25-40 %; gold standard defined as glenoid width using digital caliper; 2 radiologists & 2 orthopaedic surgeons measured twice
2DCT −3.7 %+/−8.0 %
Outcome:
MRI −2.75 %+/−10.6 %
PE, reliability
Radiography −6.9 % +/− 13.1 %
Intra-observer reliability (ICC):
3DCT 0.947
2DCT 0.927
MRI 0.837
Radiography 0.726
Inter-observer reliability (ICC):
3DCT 0.87-0.93
2DCT 0.82-0.89
MRI 0.38-0.85
Radiography 0.12-0.53
List of Abbreviations: ICC: intraclass correlation coefficient; PE: percent error
Note: Curved MPR assessed curved structures very accurate
PE 1.03 %; inter-observer reliability (Cronbach alpha) 0.995
2 had anteroinferior defects created; 1 re-measured at 3 months; measured glenoid bone area on flat MPR & curved MPR of all 10 cadavers; laser scanner used directly on cadavers as gold standard; 3 radiologists measure once
Intra-observer reliability (ICC) 0.998
Outcome:
Flat MPR CT:
PE, reliability
PE 16.99 %
Inter-observer reliability (Cronbach alpha) 0.995
Note: Authors conclude curved gives more accurate glenoid contour
Manually traced out border of glenoid; volume and surface area calculated with measurements made manually (to calculate volume, depth was assumed to be 10 mm)
Coefficient of variation:
Assessment:
Width 1.7 %
Glenoid width, height, surface area, & volume; osteotomy created on one cadaveric glenoid; compared to contralateral for calculation; 1 investigator measured study group; another measured the controls
Authors describe a new method to calculate surface area loss
Best-fit circle to inferior glenoid; measured angle (alpha) from center of circle between superior and inferior edges of lesion; converted measured angle to percentage area loss = [(alpha-sinalpha)/2π] x 100
No assessment of reliability or comparison to other methods
Note: This method avoids issues with defect orientation and is simple to apply without complicated software
Depth of defect/radius of humerus (d/R) ratio (similar to Charousset
et al. [2010])
Good/excellent group: 16.2 %
After arthroscopic stabilization divided into 2 groups based on Duplay clinical functional score: good/excellent (38) fair/poor (21); 1 observer measured all patients once; 10 observers measured 10 patients
CT:
Poor/fair group: 21.3 %
Outcome:
Humeral head radius (best-fit circle to circumference); defect width; defect depth (from edge of circle); defect length (amount of CT slices with the defect); lateralization angle (compared to AP line through center of head)
Mean volume of lesion (p < 0.001):
Correlation of clinical score with radiographic findings; surgical failure rate
Note: Radiographic technique easily obtained
Good/excellent group: 640 mm
3
Poor/fair group: 2160 mm
3
Surgical failure rate:
d/R >15 %: 56 %
d/R < 15 %: 16 %
Presence of lesion, depth, lateralization angle, lesion, and humeral head volume ratio all non-significant between groups
Reliability:
Inter-observer reliability for depth and radius measurements non-significant
Hill-Sachs lesions were categorized as small (<1 cm) or large (>1 cm);
Presencevs.absence of Hill-Sachs lesion:
Assessment:
Note: Did not clarify slice or dimensions measured to determine Hill-Sachs lesion size
Kappa = 1
MRI followed by arthroscopic evaluation; 2 observers measured once
Distinguishing small from large lesion:
Kappa = 0.44
Outcome:
Not able to accurately quantify size
Reliability
Salomonsson
et al. [
71]: Prospective cohort study
MRI
51 patients
Hill-Sachs depth:
Size of Hill-Sachs lesion:
Assessment:
Measured on axial slice at largest point
Stable group 5 mm; unstable group 3 mm (non-significant)
MRI immediately and clinical follow-up to 105 months; divided into stable and unstable (recurrent instability); 2 observers measured once
Outcome:
Size of Hill-Sachs lesion correlation with recurrent instability
List of Abbreviations: ICC: intraclass correlation coefficient; PE: percent error
Glenoid imaging
Radiography
Routine radiographic views (true AP and axillary) were found to have lower accuracy and reliability in calculating glenoid bone loss (Table
1) [
18,
42,
44,
45,
47]. Special radiographic views on the other hand, in particular the Bernageau profile view (Fig.
4), had better accuracy and reliability scores [
18,
43,
46]. The Bernageau profile had an intra-observer intraclass correlation coefficient (ICC) 0.897-0.965 and inter-observer ICC 0.76-0.81 compared to a true AP radiograph with an intra-observer ICC 0.66-0.93 and inter-observer ICC 0.44-0.47 [
43,
47]. Sommaire
et al. demonstrated failure of Bankart repair when the width loss was 5.3 % compared to no failure with width loss 4.2 % using the Bernageau view (p = 0.003), although no clinically relevant threshold was defined [
46]. A true AP radiograph was found to be specific (100 %) but not sensitive (54-65 %) for detecting a large glenoid bone lesion [
45].
Fig. 4
Bernageau Radiography.
a) Patient positioning
. b) Antero-posterior glenoid width measurement on this view (Murachovsky
et al. [
43])
×
CT and MRI
Surface area loss measurements
The surface area loss methods vary in the manner to which a circle is approximated to the inferior glenoid - based on either contralateral glenoid or intact posteroinferior margins of injured glenoid - but will be grouped together in this review as best-fit circle surface area methods (Fig.
10) (BCSA). The Pico Method (Fig.
2) is a BCSA based on the contralateral glenoid described by Baudi
et al. [
75]
. The Pico Method has demonstrated good inter-observer (ICC 0.90) and intra-observer (ICC 0.94, 0.96-1.0) reliability as well as a low coefficient of variation (2.2-2.5 %) [
32,
60,
65]. Magarelli
et al. (mean difference between two-dimensional CT [2DCT] and three-dimensional CT [3DCT] 0.62 %+/−1.96 %) showed the method could be applied accurately with both 2DCT and 3DCT [
32]. The previous article used software to calculate the surface area lost, but Barchillon
et al. demonstrated that a BCSA method similar to the Pico Method could be applied using 3DCT, a femoral head gauge, and applying a mathematical formula [
20]. Milano
et al. demonstrated that using the Pico Method, recurrent dislocation was associated with defects greater than 20 %. [
55] Huijsmans
et al. showed that a BCSA method could be used by MRI with similar accuracy to 3DCT [
21]. Nofsinger
et al. used a method termed the Anatomic Glenoid Index (see Table
2 for description) in an attempt to retrospectively predict which surgical procedure an instability patient would receive but were unable to separate the two groups with their method [
35].
Width loss measurements
Griffith
et al. created the Griffith Index using bilateral shoulder CT scans (Fig.
1) as one of the first width loss techniques and it has been found to be reliable and accurate [
33,
47,
58]. A method similar to the Griffith Index, termed the Glenoid Index (Fig.
5) was shown to accurately predict if a patient would require a Latarjet procedure 96 % of the time [
68]. Other width loss measurement methods have measured width loss from a circle approximated to the inferior glenoid (based on either contralateral or ipsilateral glenoid) and have been found to have good reliability and accuracy (Table
3) [
47,
48,
50,
52]. Evidence is conflicting with respect to whether width loss measurements can be applied to MRI. Tian
et al. suggested volumetric interpolated breath-hold examination (VIBE) magnetic resonance arthrography (MRA) was as accurate as 2DCT and Lee
et al. found a correlation between 2DCT and MRI of r = 0.83 and the difference in accuracy was 1.3 % for width loss measurements [
51,
52]. Moroder
et al. found that MRI (35 % sensitive, 100 % specific) was not as sensitive as 3DCT (100 % sensitive, 100 % specific) for detecting a significant bone lesion [
50]. Gyftopoulous
et al. found 3DCT was more accurate than 2DCT and MRI (percent error 3DCT 2.17-3.5 %, 2DCT 2.22-17.1 %, MRI 2.06-5.94 %) although the difference was not significant and they concluded that MRI could accurately measure glenoid bone loss [
48].
Fig. 5
Glenoid Index. The Glenoid Index is calculated from injured width/normal width. Chuang
et al. use the parameters of the normal glenoid to normalize the pre-injury glenoid width accounting for any height difference between shoulders. They then compare the ratio of post-injury width to pre-injury width. Although demonstrated here using 2D CT, the description of the Glenoid Index by Chuang
et al. involves 3DCT. (Adapted from Chuang
et al. [
68])
×
Comparative studies
A few studies directly compared imaging modalities and methods (Table
4). Bishop
et al. found 3DCT had the highest accuracy (agreement kappa 0.5) and second highest intra-observer reliability (intra-observer kappa 0.59) while radiography (agreement kappa 0.15, intra-observer kappa 0.45) had the lowest in a comparison of radiography, 2DCT, 3DCT, and MRI [
42]. Rerko
et al. also found that 3DCT was the most accurate (percent error [PE] -3.3 % +/− 6.6 %) and reliable (inter-observer ICC 0.87-0.93) method compared to radiography (PE −6.9 %; ICC 0.12-0.53), 2DCT (PE −3.7 %; ICC 0.82-0.89), and MRI (PE −2.75 %; ICC 0.38-0.85) [
44]. Bois
et al. evaluated 7 measurement techniques using 2DCT and 3DCT and found that the Pico Method based on the contralateral, intact glenoid (inter-observer ICC 0.84; PE 7.32) and Glenoid Index using 3DCT (ICC 0.69; PE 0.01) were the most reliable and accurate methods [
63].
Other glenoid bone loss methods
Results are presented in Table
5. Dumont
et al. used an arc angle to determine percent surface area loss but have not tested the method clinically [
49]. De Filipo
et al. created a new technique using curved multiplanar reconstruction (MPR), a CT technique generally used for vascular studies for its ability to follow curved surfaces, and found it was more accurate than flat MPR in measuring surface area loss (Fig.
6) [
66]. Diederichs
et al. expressed bone loss in terms of volume using 3D computer software to mirror the contralateral normal glenoid and found good accuracy in a cadaveric study [
59]. Sommaire
et al. used Gerber’s Index and found that a threshold of 40 % bone loss was associated with recurrent instability (Fig.
7) [
46].
Fig. 6
Glenoid bone loss calculated with De Filippo method using CT curved MPR. Normal right glena (
a; 6.87 sq. cm), left glena with deficiency (
b; 5.49 sq. cm)
Fig. 7
Gerber Index. The Gerber Index calculates bone loss based on a ratio of length of glenoid defect and diameter of glenoid. (Adapted from Sommaire
et al. [
46])
×
×
Hill-Sachs imaging
Radiography
Results are presented in (Table
6). Ito
et al. positioned patients supine with the shoulder in 135 ° flexion and 15 ° of internal rotation to obtain a view of the posterolateral notch and calculate depth and width of the Hill-Sachs lesion but reliability was not explored [
38]. Kralinger
et al. calculated a Hill-Sachs Quotient (Fig.
8) by measuring depth and width on a true AP radiograph with the arm in 60 ° internal rotation and length on a Bernageau profile [
39]. Recurrence rate was noted to be higher with a larger quotient (Grade I 23.3 %; grade II 16.2 %; grade III 66.7 %) although the reliability and accuracy have not been tested.
Fig. 8
Hill-Sachs Quotient.
a) True AP x-ray of the humerus with the shoulder in 60° internal rotation to measure the width (x) and depth (y) of the lesion.
b) Bernageau profile view to measure the length (z) of the lesion. The Hill-Sachs Quotient is calculated by multiplying x, y and z. Grade: I <1.5 cm
2; II 1.5-2.5 cm
2; III > 2.5 cm
2 (Adapted from Kralinger
et al. [
39])
×
A technique of creating a ratio using the Hill-Sachs defect depth and humeral head radius (d/R) on a true AP radiograph with the arm in internal rotation has been found to be reliable and clinically relevant (Fig.
9). Charousset
et al. demonstrated inter- and intra-observer reliability ICC 0.81-0.92 and 0.72-0.97 respectively with this technique [
47]. Sommaire
et al. retrospectively found the recurrence rate of GHI was 40 % when d/R >20 % compared to 9.6 % when d/R <20 %, while Hardy
et al. found arthroscopic stabilization failure rate was 56 % when d/R > 15 % compared to 16 % when d/R <15 % [
37,
46].
Fig. 9
Humeral head depth:radius ratio (d/R). On a true AP x-ray with internal rotation, a circle template is fit to the contour of the articular surface of the humeral head and the depth of Hill-Sachs bone loss is measured. (Adapted from Sommaire
et al. [
46])
Fig. 10
Best-Fit Circle Width Loss. A circle is approximated to the inferior glenoid and the expected diameter of the circle is compared to the defect width
×
×
CT and MRI
Hardy
et al. measured the volume of the defect on axial slices using width, depth, and length and found a significantly larger defect volume in patients with lower Duplay functional scores but did not evaluate reliability [
37]. Saito
et al. and Cho
et al. both measured defect depth and width on the axial slice where the lesion was largest [
23,
36]. Saito
et al. found intra-observer Pearson correlation coefficients of 0.954-0.998 using 2DCT. Cho
et al. found inter- and intra-observer reliability ICC of 0.772-0.996 and 0.916-0.999 respectively for depth and width measurements on 2DCT. Cho
et al. also showed that the size of engaging Hill-Sachs lesions were significantly larger than non-engaging lesions. Kodali
et al. evaluated the reliability and accuracy of 2DCT with an anatomic model and showed inter-observer reliability ICC 0.721 and 0.879 for width and depth respectively. The accuracy was highest in axial slices but there was still a percent error of 13.6+/−8.4 % [
72].
Two studies evaluated MRI for quantifying Hill-Sachs lesions. Salomonsson
et al. measured the depth of the lesion but were not able to show a significant difference between stable and unstable shoulders that were treated non-operatively [
71]. Kirkley
et al. tested the agreement between MRI and arthroscopy for the quantification of Hill-Sachs size [
70]. They showed moderate agreement (Cohen’s kappa value 0.444) for the size of the lesion as normal, less than 1 cm, or greater than 1 cm.
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Discussion
Glenohumeral bone loss is a key factor in predicting recurrent instability following traumatic anterior shoulder dislocation. Increasing size of glenoid and Hill-Sachs lesions are associated with higher failure rates of arthroscopic Bankart repairs. Clinical and biomechanical studies have attempted to determine threshold values of glenohumeral bone loss to use in preoperative planning. Radiography, CT, and MRI have all been explored as imaging modalities for quantification of these glenohumeral bone lesions, with CT being studied most extensively. Within each modality a number of methods have been proposed to quantify the bone loss. There is still a need for further investigation to determine the best modality and method but significant progress has been made since 2000.
Radiography appears to have a role in screening patients for glenoid bone loss; standard radiographic views are straightforward for imaging technicians to obtain but their accuracy is low compared to CT and MRI [
42]. Specialized radiographic views are more accurate; however they may be difficult to reproduce clinically due to patient discomfort or apprehension [
74]. Slight deviations in gantry orientation or arm positioning may also obscure the bony details [
47].
Two general methods emerged when quantifying glenoid bone loss using advanced imaging, width and surface area methods. Each of these methods uses humeral head subtraction and reconstruction to obtain
en face views of the glenoid. Because bone loss occurs anteriorly, width methods measure the bone loss in this anterior-posterior dimension in the inferior 2/3 of the glenoid. Ji
et al. state that this measurement should be made specifically at 03:20 on a clock face, the most common location of bone loss [
13]. The bone loss in the width methods is expressed compared to the pre-injury glenoid. Some authors have used CT scans of the contralateral, uninjured shoulder to obtain the pre-injury width. Others have approximated the pre-injury width by using the intact inferior edges of the injured glenoid to place a circle. Earlier studies suggested that either form of calculating the width loss was adequate, although newer studies have found that using bilateral CT is more accurate [
42,
63]. The Glenoid Index (Fig.
5) is the most accurate width measurement method. Surface area methods function by approximating a circle to the inferior glenoid in the same manner as the width methods then finding the area missing. The surface area methods have been studied frequently and have good to excellent reliability [
32,
60,
65]. Initially computer software was required to calculate the surface area; however Barchillon
et al. showed that one could use a femoral gauge in a clinical setting and still produce accurate results [
20]. Comparative studies suggest that the Pico Method based on bilateral CT scans is most accurate and reliable, particularly when using 3DCT versus 2DCT [
42,
48,
63]. The accuracy of the Pico method may be affected in part due to the curved nature and concavity of the glenoid. De Felippo
et al. have attempted to address this with their De Felippo method that utilizes curved MPR. This was shown to have low interobserver variability and a high correlation with their reference standard. Evidence is currently equivocal if MRI can be used to calculate glenoid bone loss using width and surface area methods in a clinical setting [
48,
50,
61]. In comparative studies, CT was found to be more accurate than MRI [
42,
48].
Radiography has been shown to be useful in quantifying Hill-Sachs bone loss. Creating a depth/radius ratio on a true AP radiograph with internal rotation is reliable and shown to be clinically relevant, although the accuracy has not been clarified [
37,
46,
47]. CT imaging has been used to quantify depth, width, and volume of the lesion. It appears the reliability of CT is good but its accuracy is questionable, often underestimating the size of the lesion [
72]. A complicating factor in determining the significance of a Hill-Sachs lesion is the role its orientation plays. More horizontal lesions tend to engage the glenoid lesion and incorporating this factor along with the size is likely important but has not been determined yet [
36]. Walia
et al. have explored how Hill-Sachs and glenoid lesions interact and engage theoretically and concluded that combined bony defects reduced stability more than expected based on isolated defects alone [
30]. The exact way they reduce stability and how to calculate this clinically is unknown.
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This study is limited by its qualitative nature. Because the literature has evaluated multiple methods and modalities with different statistical tools it is difficult to pool data and achieve a clear answer of which method is the best. However, this may guide future prospective studies into which method to apply. There was a trend to use either a width or surface-area method, each of which can be applied with the same imaging data set obtained from a CT or MRI. Comparing these methods and correlating with surgical results may give an answer to the best imaging method.
Conclusions
Our scoping review has synthesized the current evidence regarding imaging techniques to quantify glenoid and Hill-Sachs bone loss. A number of modalities and methods have been explored to quantify glenoid bone loss. Radiography does not appear to have the accuracy required for pre-operative planning but may play a role in screening patients that would require advanced imaging. The Bernageau profile view to calculate AP glenoid width is the most accurate radiograph. CT is the most accurate modality but the risk of radiation exposure, particularly when using methods that require bilateral imaging, needs to be considered. Of the methods used with CT, the Glenoid Index is the most accurate and reliable width method while the Pico Method is the most accurate and reliable surface area method. The Glenoid Index requires bilateral shoulder CT and the Pico Method is most accurate when applied using bilateral CT but may also be applied with unilateral imaging. There are equivocal findings about the accuracy or MRI compared to CT and this needs to be clarified by future studies.
A consensus measurement technique for calculating Hill-Sachs bone loss or a threshold size for predicting recurrent instability has not yet been established. Larger lesions, at least >25 % of the humeral head diameter, appear to increase risk of recurrent instability in biomechanical studies [
24]. Calculating a depth:radius radio on a true AP radiograph with the arm internally rotated is inexpensive, easy to obtain, and predicts recurrence with good reliability when >20 %. However, its accuracy has not yet been established. Measuring the depth and width on axial slices of a CT scan have good to excellent reliability and have been associated with engaging Hill-Sachs lesions. However the role of CT in predicting recurrence has not been determined.
Ease of calculation, radiation exposure, experience of interpreting radiologist or surgeon, and software availability are factors that should be considered when determining which method will be used. Finally, glenoid and Hill-Sachs bone loss may need to be evaluated together as the manner in which these lesions interact is complex and requires further study.
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Acknowledgements
LB receives salary support from the Canadian Institutes of Health Research as a New Investigator (Patient Oriented Research) and Alberta Innovates Health Solutions as a Population Health Investigator.
DMS, MB and LB are members of the Shoulder and Upper Extremity Research Group of Edmonton (SURGE).
Competing interests
The authors declare that they have no competing interests.
Authors’ contributions
DJS, TB, MB, DMS, LB contributed to study concept and design; DS and TB performed data acquisition; DJS, TB, MB, DMS, LB contributed to data analysis, interpretation and drafting and revising the manuscript. All authors read and approved the final draft of the manuscript.
