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Original Paper

ASSESSMENT OF THORACIC KYPHOSIS USING THE


FLEXICURVE FOR INDIVIDUALS WITH OSTEOPOROSIS
Teri L. Yanagawa, BSc MKin; Murray E. Maitland,1 PhD PT; Keith Burgess,1 Dip Dance & Drama Cert Ed;
Liz Young, RN; David Hanley,2 MD FRCP(C)

Abstract: Thoracic kyphosis is one of the manifestations of spinal osteoporosis. Since kyphosis is associated
with patient symptoms and is a risk factor for loss of function, it would be beneficial to have simple, noninvasive
measurement techniques that can be applied in clinical practice. The purpose of this study was to assess the
test–retest reliability of the measurement of thoracic kyphosis using the flexicurve ruler in individuals with
osteoporosis. Twenty-six females (mean age, 67 yr) diagnosed with osteoporosis had measurements of kyphosis
taken in standing by aligning a flexible drafting ruler before and after a 12-week exercise program. The time
period was chosen to be consistent with the duration of a physiotherapy intervention. Measures of kyphosis
height (cm), length (cm), and an index of kyphosis (height/length) were recorded. Data analysis (intraclass
correlation coefficients [ICC]) indicated that the reliability between the trials of the measurement of kyphosis
height (0.89) and index of kyphosis (0.93) were high; however, the reliability estimate of kyphosis length was
less with an ICC value of (0.54). This study supports the use of the flexicurve ruler for the measurement of
kyphosis in elderly women with osteoporosis based on reliability outcomes and the fact that it is noninvasive,
inexpensive, and easy to use in a clinical setting. The measurement of kyphosis may be used to determine
the response to a therapeutic intervention and in monitoring kyphotic progression.

Key words: kyphosis, osteoporosis, measurement, reliability

Introduction population of aged adults is increasing at an annual rate


of more than 3.2%. The incidence of osteoporotic-
Osteoporosis is a systemic skeletal disease character- related fractures in Hong Kong Chinese has doubled in
ized by low bone mass and microarchitectual deterio- the last 20 years [5], and it is predicted that in Asia, there
ration of bone tissue, with a consequent increase in may be a tenfold increase in osteoporotic fractures by the
bone fragility and susceptibility to fractures [1]. It is year 2050 [1].
a nonfatal condition that leads more to changes in the Marked kyphosis of the thoracic spine because of
quality of life rather than to changes in the mortality vertebral fractures is one of the most common clinical
rate [2]. manifestations of spinal osteoporosis [6]. The fracture or
Osteoporosis affects some 75 million people in the collapse of a vertebral body results in anteriorly wedge-
United States, Europe, and Japan combined. This in- shaped, codfish-shaped, or flat vertebral body deformities.
cludes one in three post-menopausal women and an These deformities develop along planes of stress because
increasing number of elderly men [1]. In Asian urban- of the centre of gravity of the body, causing a kyphotic or
ized countries, osteoporosis is also rapidly becoming a increased forward posture [6]. Kyphosis may also result
major public health problem in the aged [3]. According from non-osteoporotic conditions such as weight gain,
to the Chinese Statistics Bureau [4], China has the decreased muscle strength, and degeneration of inter-
largest population of aged people in the world, and the vertebral discs [7]. Kleerekoper and Nelson [8] have

1 2
Faculty of Kinesiology, Faculty of Fine Arts and Faculty of Medicine, the University of Calgary, Alberta, Canada
Received: 18 May 1999. Revised: 12 October 1999.
Reprint requests and correspondence to: Dr Murray E. Maitland, Associate Professor and Physical Therapist, Faculty of
Kinesiology, 2500 University Drive NW, Calgary, Alberta, Canada, T2N 1N4.

Hong Kong Physiotherapy Journal • Volume 18 • Number 2 • 2000 53


indicated that, progressive wedging of the thoracic Methodology
vertebral bodies resulting in deformity may occur with
the natural ageing process in the absence of accelerated Subjects
bone loss or osteoporosis. Kyphosis due to osteoporosis All subjects were volunteers and had enrolled in the
and ageing has been documented as a gradually progressive Trym Gym Osteoporosis Exercise Program at the Univer-
deformity [9]. It has been suggested that subjects who are sity of Calgary. The exercise programme did not specifi-
physically active may retard the progression of kyphosis cally target the treatment of thoracic kyphosis.
associated with osteoporosis and ageing [9]. Furthermore, thoracic kyphosis is a very stable condition,
Physical and social outcomes of spinal kyphosis in- which will not change over a short period of time despite
clude a decline in height, a protuberant abdomen, a a general physical training programme to the body. The
downward gaze, back pain, digestive problems, impair- inclusion criteria for the study were: diagnosis of
ment of respiratory function, decreased mobility, poor osteoporosis; female gender; ages 50 to 80 years; and the
self-image, and loss of independence leading to a de- ability to walk without aids. Exclusion criteria were
creased quality of life [2]. An individual with kyphosis symptomatic heart disease, systemic steroid therapy,
is easily fatigued and has considerable difficulty with and central neurological disorder. Prior to participation,
activities requiring an upright posture or exercise toler- informed written consent was obtained from each sub-
ance such as walking, climbing stairs, housework, and ject as approved by the Institutional Ethics Committee at
reaching overhead [10]. Therefore, basic activities of the University of Calgary.
daily living, leisure, and emotions are negatively af-
fected by spinal deformity [11]. The functional conse- Procedure
quences of this postural deformity and the overall decline The testing protocol outlined below was administered
in quality of life are often overlooked. prior to a 12-week modern dance and aerobic activity
To better understand the consequences of spinal programme, and repeated upon completion.
kyphosis, investigators have begun to measure kyphosis Spinal kyphosis was measured in each subject using
using specialized equipment such as the flexicurve ruler, the flexicurve ruler (Staedtler Mars Inc, Nurnberg,
DeBrunner’s kyphometer, roentgenographs, and incli- Germany), which is a malleable band of metal covered
nometers [6]. The Osteoporosis Society of Canada rec- with plastic and approximately 60 cm in length. The
ommends that thoracic kyphosis be measured when ruler can be bent in only one plane and retains the shape
investigating patients who are at high risk for or have to which it is bent. It is available from most drafting
been diagnosed with osteoporosis [12]. Since kyphosis supply stores. The subject was instructed to stand up
is a risk factor for loss of function, it is beneficial to have straight and as tall as possible, and the flexicurve ruler
a technique for the measurement of kyphosis that can be was aligned to the anterior-posterior curves of the spine
applied in clinical practice [10]. from C7 to T12 (Fig. 1). The ruler was then placed flat
Instruments used to assess kyphosis must be viewed on paper and its outline was traced. A straight line was
in terms of their accuracy, reliability, and practicality. then drawn from the ruler position of C7 to T12 that
The ideal clinical instrument for measurement of kypho- corresponded to the length of thoracic kyphosis (l) and
sis should be precise, accurate, and inexpensive. It was measured in cm. The height of the thoracic kyphosis
should allow for efficient measurement, and should not (h) in cm was determined by drawing a perpendicular
subject the individual to high doses of radiation. Reli- line from the highest point in the thoracic curve to the
ability studies that examine various non-invasive in-
struments should have testing sessions that span the
duration of the experiment or intervention. The time
frame of the study should be typical of a physical therapy
intervention. Although the time allotted between test-
ing sessions will have an impact on the reliability of the
measure, often studies do not report the timeframe
between test and retest. Many reliability studies are
conducted in a time frame that is artificially short.
Measurements should be taken on the same population
for which the measure is intended, as well. However,
studies use subject populations of healthy elderly
individuals, and not osteoporotic individuals [13].
Therefore, the purpose of this study was to assess the
test–retest reliability of the measurement of thoracic
kyphosis using the flexicurve ruler with individuals Figure 1. Measurement of thoracic kyphosis using
diagnosed with osteoporosis. the flexicurve ruler

54 Hong Kong Physiotherapy Journal • Volume 18 • Number 2 • 2000


point at which it intersected the straight line drawn from Results
C7 to T12. The index of kyphosis was calculated by
applying the formula: (h/l ) x 100. A total of 26 women who were enrolled in the Trym Gym
The protocol used in this study to measure spinal Osteoporosis Exercise Program qualified as subjects for
kyphosis differed slightly from others in the literature. this study. Baseline anthropometric characteristics of
In this study, the distance from C7 to T12 was measured the participants are displayed in Table 1.
with the flexicurve ruler. Previous studies have used the Figures 2 through 4 display the distribution of pre-
flexicurve to measure from the C7 spinous process to the test measures of the subject sample for kyphosis height,
L5–S1 junction [6], thus measuring both thoracic ky- length, and index of kyphosis respectively. The results of
phosis and lumbar lordosis. The rationale for the ex- the test–retest measures (mean ± SD) for kyphosis height,
tended reference points is that thoracic kyphosis resulting length, and index of kyphosis using the flexicurve ruler
from osteoporosis is often associated with a compensa- are shown in Table 2.
tory increase in lumbar lordosis [14]. This hyperlordosis
along with a more upright positioning of the sacrum has
also been noted by Lundon et al [6]. Other researchers
have also indicated that greater stiffness in the thoracic
Table 1. Subjects’ baseline anthropometric data
spine may produce compensatory changes in the more
mobile lumbar region [15]. Age (yr) Height (cm) Weight (kg)
The purpose of measuring the thoracic spine from
Mean 67.1 158.6 59.9
(C7 to T12) in the current study was to isolate the specific
SD 7.6 7.7 10.6
region of interest. If both the thoracic and lumbar curves
Minimum 50 145.5 36.1
were measured, it would be difficult to determine which
Maximum 81 181.0 88.0
region was responsible for any change that may be
observed. Therefore, the intent was to isolate the
measurement to the thoracic spine to provide a more
definitive interpretation of the results.
The calculated correlation coefficient [ICC (3,1) and
Statistical Design 95% confidence interval (CI)] for test–retest reliability
A two-way analysis of variance intraclass correlation revealed highly reliable results for kyphosis height (0.89,
coefficient (ICC), as described by Shrout and Fleiss [16], CI 0.77–0.94) and index of kyphosis (0.93, CI 0.85–
was used to measure test–retest reliability for all the 0.97). The greatest variability within each subject be-
parameters mentioned previously. ICC (3,1) is defined tween testing sessions occurred in the length
by: measurement. The measurement of kyphosis length was
less reliable, with an ICC value of 0.54 (CI 0.20–0.76).
BMS–EMS
ICC (3,1) = The results of the paired t-test showed no significant
BMS + (k–1) EMS
difference in thoracic kyphosis measurement over time.
There was no significant difference found between test-
where BMS = mean square between (between subject ing sessions in kyphosis height (p = 0.38), kyphosis
variance), EMS = mean square error, and k = number of length (p = 0.26), or index of kyphosis (p = 0.46).
trials. The 95% confidence intervals for values of ICC The smallest detectable difference not likely due to
were estimated according to Shrout and Fleiss [16]. measurement error of thoracic kyphosis height was 0.26
A paired t-test was performed on the measures of cm. The smallest detectable difference for index of
kyphosis height, kyphosis length, and index of kyphosis thoracic kyphosis was 0.73%.
to examine any statistical difference between measures
before and after the 12-week period.
The degree of change between two measurements
that would have a low probability to occur by chance (ie,
the change in measurements is not likely due to the Table 2. Summary of kyphosis measurement results.
measurement error)was also established. To determine Kyphosis Kyphosis %
the smallest detectable difference that would be observ- height length Index of
able using the flexicurve measurement of thoracic (cm) (cm) Kyphosis
kyphosis, we used the Generalizability Theory described (height/length)
by Roebroeck et al [17]. From the smallest detectable Pre Post Pre Post Pre Post
difference, a therapist knows what differences need to
mean 3.8 3.9 30.9 31.4 12.1 12.3
be measured to conclude that real change has occurred
SD 1.5 1.3 2.7 1.8 3.8 3.6
rather than measurement error [17].

Hong Kong Physiotherapy Journal • Volume 18 • Number 2 • 2000 55


14 period, which was the duration of the exercise
12 intervention. Thoracic kyphosis length was less reliable
10 (0.54).
Frequency

8 The correlation coefficients obtained from our data


6 using our testing protocol are comparable with the
4 reproducibility results of Milne and Lauder [13], which
were found to be 0.94 for kyphosis height and 0.78 for
2
kyphosis length. However, their index of kyphosis had
0
1 2 3 4 5 6 7 8 9 10 a lower reliability coefficient of 0.78. Their study as-
Kyphosis height (cm) sessed subjects representative of a healthy elderly
Figure 2. Distribution of kyphosis height in the population, rather than an osteoporotic population, and
sample group. assessed the length of the spine from C7 to S1 (kyphosis/
lordosis) as opposed to only the thoracic region.
The smallest detectable difference indicated the level
of change in a measurement that would likely be due to
7
measurement error and not likely due to a change in
patient status. The smallest detectable differences for
6
both kyphosis height and index of kyphosis are accept-
5
Frequency

able from the perspective of clinical relevance because


4
the values are relatively small compared to the expecta-
3
tion for clinically meaningful change.
2
There was no measurable change in thoracic kypho-
1
sis over time, and thus the 12-week time period between
0
26 27 28 29 30 31 32 33 34 35 36 37 38 39 testing sessions should not influence any conclusions
Kyphosis length (cm) made regarding the reliability of measures.
The flexicurve has demonstrated value in assessing
Figure 3. Distribution of kyphosis length in the sample
thoracic kyphosis in a normal, healthy, elderly population.
group.
The results from this study show that the flexicurve is
also a reliable tool to determine the height of thoracic
kyphosis in osteoporotic individuals. Chow and Harrison
[9], have used the flexicurve to determine that fitter
6 individuals, especially those with normal bone mass,
5 have a significantly lower index of kyphosis than those
who are less fit. They concluded that poor posture and
4
Frequency

poor habits predispose an individual to accentuation of


3
the kyphotic curve. Therefore, subjects who are physi-
2 cally active may retard the progression of kyphosis
1 associated with ageing and osteoporosis as activity may
0 prevent normal bone loss in the spine that occurs with
5 7 9 11 13 15 17 19 21 23 25 age, and achieve greater back muscle strength and tone.
Kyphosis index (%) The flexicurve has advantages over other methods of
measurement of thoracic kyphosis. The flexicurve was
Figure 4. Distribution of index of kyphosis in the
sample group. easier to use, convenient, lightweight, less expensive,
and provided more accurate and reproducible results
than inclinometers in a comparative study by Thompson
and Eales [18]. Lundon et al [6] compared the flexicurve
to DeBrunner’s kyphometer and roentgenographic
Discussion results. No significant difference was found in the
reliability of all three instruments. In such a case, a non-
The results from this particular study showed good invasive instrument has an advantage over the
reliability in the measurement of thoracic kyphosis height roentgenograph, a costly, invasive procedure for deter-
(0.89), and index of kyphosis (0.93), using the flexicurve mining the degree of kyphosis in individuals with
ruler. The use of this instrument on osteoporotic indi- osteoporosis. Lundon et al. [6], concluded that the
viduals is substantiated on the basis that the data col- DeBrunner’s kyphometer and flexicurve ruler may be
lected was from a comparable subject sample. As well, used interchangeably, however, the flexicurve is lighter,
these measures were found to be reliable over a 12-week easier to position accurately on spinal landmarks, and

56 Hong Kong Physiotherapy Journal • Volume 18 • Number 2 • 2000


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