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Morrey’s The Elbow and Its Disorders

FIFTH EDITION

Bernard F. Morrey, MD

Professor

Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota; Professor of Orthopedics

University of Texas Health Science Center San Antonio, Texas

Joaquin Sanchez-Sotelo, MD, PhD

Professor

Department of Orthopedic Surgery

Mayo Clinic College of Medicine

Consultant

Division of Adult Reconstruction

Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Mark E. Morrey, MD, MSc

Assistant Professor of Orthopedics

Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Anatomic dissections: Manuel Llusá-Pérez, MD, PhD, and José R. Ballesteros-Betancourt, MD

1600 John F. Kennedy Blvd.

Ste 1800 Philadelphia, PA 19103-2899

MORREY’S THE ELBOW AND ITS DISORDERS, FIFTH EDITION

ISBN: 978-0-323-34169-1

Copyright © 2018 Mayo Foundation for Medical Education and Research. Published by Elsevier Inc. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or any information storage and retrieval system, without permission in writing from the publisher. Details on how to seek permission, further information about the Publisher’s permissions policies and our arrangements with organizations such as the Copyright Clearance Center and the Copyright Licensing Agency, can be found at our website: www.elsevier.com/permissions

This book and the individual contributions contained in it are protected under copyright by the Publisher (other than as may be noted herein).

Notices

Knowledge and best practice in this field are constantly changing. As new research and experience broaden our understanding, changes in research methods, professional practices, or medical treatment may become necessary.

Practitioners and researchers must always rely on their own experience and knowledge in evaluating and using any information, methods, compounds, or experiments described herein. In using such information or methods they should be mindful of their own safety and the safety of others, including parties for whom they have a professional responsibility.

With respect to any drug or pharmaceutical products identified, readers are advised to check the most current information provided (i) on procedures featured or (ii) by the manufacturer of each product to be administered, to verify the recommended dose or formula, the method and duration of administration, and contraindications. It is the responsibility of practitioners, relying on their own experience and knowledge of their patients, to make diagnoses, to determine dosages and the best treatment for each individual patient, and to take all appropriate safety precautions.

To the fullest extent of the law, neither the Publisher nor the authors, contributors, or editors, assume any liability for any injury and/or damage to persons or property as a matter of products liability, negligence or otherwise, or from any use or operation of any methods, products, instructions, or ideas contained in the material herein.

Previous editions copyrighted 2009, 2000, 1993, 1985 by The Mayo Clinic Foundation.

Library of Congress Cataloging-in-Publication Data

Names: Morrey, Bernard F., 1943- editor. | Sanchez-Sotelo, Joaquin, editor. | Morrey, Mark E., editor. Title: Morrey’s the elbow and its disorders / [edited by] Bernard F. Morrey, Joaquin Sanchez-Sotelo, Mark E. Morrey.

Other titles: Elbow and its disorders.

Description: Fifth edition. | Philadelphia, PA : Elsevier, [2018] | Preceded by Elbow and its disorders / [edited by] Bernard F. Morrey, Joaquin Sanchez-Sotelo. 4th ed. c2009. | Includes bibliographical references and index.

Identifiers: LCCN 2017013655 | ISBN 9780323341691 (hardcover : alk. paper)

Subjects: | MESH: Elbow Joint | Elbow Joint—injuries | Joint Diseases

Classification: LCC RD686 | NLM WE 820 | DDC 617.472044—dc23 LC record available at https://lccn.loc .gov/2017013655

Senior Content Strategist: Kristine Jones

Senior Content Development Specialist: Ann Ruzycka Anderson

Publishing Services Manager: Catherine Jackson

Book Production Specialist: Kristine Feeherty

Design Direction: Bridget Hoette

Akin Cil, MD

Franklin D. Dickson Associate Professor of Orthopaedics

University of Missouri-Kansas City

Truman Medical Centers

Kansas City, Missouri

John E. Conway, MD

Team Orthopedic Consultant

Texas Christian University and University of Texas at Arlington Medical Director

Texas Health Ben Hogan Sports Medicine

Orthopedic Specialty Associates

Texas Health Physicians Group Fort Worth, Texas

Roger Cornwall, MD

Associate Professor

Department of Orthopaedic Surgery and Department of Developmental Biology

Cincinnati Children’s Hospital Medical Center

Cincinnati, Ohio

Omkar H. Dave, MD

Omkar Dave MD PLLC

Orthopedic Surgery, Sports Medicine, and Arthroscopy

Houston, Texas

Joshua S. Dines, MD

Sports Medicine and Shoulder Service Hospital for Special Surgery

New York, New York

Karan Dua, MD

Research Fellow

Department of Orthopaedics University of Maryland Baltimore, Maryland

Thomas R. Duquin, MD

Assistant Professor

Department of Orthopaedics University at Buffalo Buffalo, New York

Anil K. Dutta, MD

Associate Professor

Orthopedic Surgery

University of Texas Health Science Center at San Antonio

San Antonio, Texas

Eric W. Edmonds, MD

Associate Professor of Orthopaedic Surgery

University of California San Diego; Director, 360 Sports Medicine

Rady Children’s Hospital San Diego San Diego, California

Neal S. ElAttrache, MD

Associate Clinical Professor Department of Orthopaedics

Keck School of Medicine

University of Southern California; Director, Sports Medicine Fellowship, Kerlan-Jobe Orthopaedic Clinic Los Angeles, California

Bassem T. Elhassan, MD

Mayo Clinic Rochester, Minnesota

Larry D. Field, MD

Orthopaedic Physician

Mississippi Sports Medicine and Orthopaedic Center Jackson, Mississippi

Antonio M. Foruria, MD, PhD

Shoulder and Elbow Reconstructive Surgery Unit

Head, Orthopedic Surgery Department

Fundación Jiménez Díaz University Hospital Associate Professor of Orthopedics

Surgery Department

Autonoma University Madrid, Spain

Hillary W. Garner, MD

Assistant Professor

Department of Radiology

Mayo Clinic

Jacksonville, Florida

Robert U. Hartzler, MD, MS

Assistant Clinical Professor

University of the Incarnate Word School of Osteopathic Medicine

Shoulder and Elbow Surgeon

The San Antonio Orthopaedic Group

San Antonio, Texas

John W. Hinchey, MD

Assistant Chief of Orthopaedic Surgery

Shoulder & Elbow Fellowship, VA Site Director

South Texas Veterans’ Health Care System; Adjunct Associate Professor, Orthopaedic Surgery

University of Texas Health Science Center at San Antonio

San Antonio, Texas

E. Rhett Hobgood, MD

Mississippi Sports Medicine and Orthopaedic Center Jackson, Mississippi

Justin L. Hodgins, MD

Orthopaedic Surgeon

Rouge Valley Health System

Toronto, Ontario, Canada

Terese T. Horlocker, MD

Professor of Anesthesiology and Orthopaedics

Department of Anesthesiology

Mayo Clinic Rochester, Minnesota

Jeffery S. Hughes, MBBS, FRACS

Orthopaedic Consultant

North Shore Private Hospital

Sydney, Australia

Carrie Y. Inwards, MD

Professor of Pathology

Department of Laboratory Medicine

Division of Anatomic Pathology

Mayo Clinic College of Medicine Rochester, Minnesota

In-Ho Jeon, MD, PhD

Professor

Department of Orthopaedic Surgery

Asan Medical Centre, School of Medicine, University of Ulsan

Seoul, South Korea

Srinath Kamineni, MD, FRCS-Orth Professor of Bioengineering

Brunel University School of Engineering and Design;

Consultant Elbow, Shoulder, Upper Limb Surgeon, and Clinical Lead Upper Limb Unit

Cromwell Hospital

London, United Kingdom

Graham J.W. King, MD, MSc, FRCSC Professor

Department of Surgery

Western University; Director

St. Joseph’s Health Centre

Roth McFarlane Hand and Upper Limb Centre

London, Ontario, Canada

Jeffrey C. King, MD

Clinical Associate Professor

Western Michigan University

Homer Stryker MD School of Medicine

Kalamazoo, Michigan

Rick Papandrea, MD

Partner

Orthopedic Associates of Wisconsin Pewaukee, Wisconsin; Assistant Clinical Professor Orthopaedic Surgery

Medical College of Wisconsin Milwaukee, Wisconsin

Hamlet A. Peterson, MD, MS

Emeritus Professor of Orthopedic Surgery

Mayo Medical School; Emeritus Consultant in Orthopedic Surgery

Emeritus Chair Pediatric Orthopedics

Mayo Clinic Rochester, Minnesota

Samantha Lee Piper, MD

Orthopedic Hand and Upper Extremity Surgery

Southern California Permanente Medical Group San Diego, California

Adam M. Pourcho, DO

Instructor of Sports Medicine

Physical Medicine and Rehabilitation Swedish Medical Group Seattle, Washington

Matthew L. Ramsey, MD

Professor Orthopaedic Surgery

Thomas Jefferson University and Rothman Institute Philadelphia, Pennsylvania

Nicholas G. Rhodes, MD

Senior Associate Consultant Department of Radiology

Mayo Clinic Rochester, Minnesota

David Ring, MD, PhD

Associate Dean for Comprehensive Care

Professor of Surgery and Perioperative Care

The University of Texas at Austin–Dell Medical School

Austin, Texas

Joaquin Sanchez-Sotelo, MD, PhD Professor

Department of Orthopedic Surgery

Mayo Clinic College of Medicine Consultant

Division of Adult Reconstruction

Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Felix H. “Buddy” Savoie III, MD

Ray J. Haddad Professor and Chair of Orthopaedic Surgery

Tulane University School of Medicine

New Orleans, Louisiana

Olga D. Savvidou, MD

Associate Professor

First Department of Orthopaedics

Athens University Medical School

Attikon University General Hospital Athens, Greece

Erin M. Scanlon, MD

Rheumatology

Mayo Clinic Rochester, Minnesota

Alberto G. Schneeberger, MD Consultant

Privatdozent at University of Zurich Endoclinic Zurich, Klinik Hirslanden Zurich, Switzerland

Benjamin W. Sears, MD

Orthopaedic Surgeon Western Orthopaedics Denver, Colorado

Adam J. Seidl, MD

Assistant Professor Orthopedic Surgery University of Colorado Aurora, Colorado

William J. Shaughnessy, MS, MD

Pediatric Orthopedics and Scoliosis Surgery Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Alexander Y. Shin, MD Professor of Orthopedic and Neurologic Surgery

Mayo Clinic College of Medicine

Consultant, Division of Hand Surgery Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Thomas C. Shives, MD Professor

Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Juan P. Simone, MD

Shoulder and Elbow Surgeon Orthopedic Surgery

Hospital Alemán

Buenos Aires, Argentina

Jarrod R. Smith, MD President

Smith Orthopedics & Sports Medicine, PSC

Ashland, Kentucky

Jay Smith, MD

Professor of Physical Medicine & Rehabilitation

Departments of Physical Medicine and Rehabilitation

Radiology and Anatomy

Mayo Clinic College of Medicine Rochester, Minnesota

Jeremy S. Somerson, MD

Assistant Professor

Department of Orthopaedic Surgery and Rehabilitation

University of Texas Medical Branch

Galveston, Texas

Robert J. Spinner, MD

Chairman

Department of Neurologic Surgery

Burton M. Onofrio Professor of Neurosurgery

Professor of Orthopedics and Anatomy

Mayo Clinic School of Medicine Rochester, Minnesota

Anthony A. Stans, MD

Chair, Division of Pediatric Orthopedics Department of Orthopedic Surgery

Mayo Clinic Rochester, Minnesota

Scott P. Steinmann, MD

Professor of Orthopedic Surgery

Mayo Clinic and Mayo Clinic Health System

Rochester, Minnesota Austin, Minnesota

Matthew T. Stepanovich, MD Clinical Fellow

Pediatric Orthopaedic and Scoliosis Fellowship

Rady Children’s Hospital San Diego San Diego, California

Philipp N. Streubel, MD

Assistant Professor

Orthopaedic Surgery

University of Nebraska Medical Center Omaha, Nebraska

Jo Suenghwan, MD, PhD

Assistant Professor Department of Orthopaedics

Chosun University Gwangju, South Korea

ACKNOWLEDGMENTS

It is most appropriate to recognize with appreciation my many orthopedic colleagues worldwide who have supported and encouraged me through the five editions of The Elbow and Its Disorders. In fact, the beautiful anatomic dissections featured in this edition are the contribution of Dr. Manuel Llusá-Pérez, Dr. José R. Ballesteros-Betancourt, and their colleagues from Spain. The tremendous support provided by Drs. Sanchez-Sotelo and Mark Morrey for their contributions as well as their advice and encouragement is evident throughout the text. I particularly wish to recognize Dr. Shawn O’Driscoll, who has been my partner and colleague for most of my career. The orthopedic community owes him a tremendous debt of gratitude for his numerous contributions to elbow surgery. I especially appreciate his desire to challenge existing thought and dogma and continue to push for a better understanding of disease mechanisms and physical diagnosis. I am thankful to Elsevier, who has determined to “eponify” this title. The support of the publisher has been unwavering, and the editorial and production crew of Elsevier has been not just professional but also

supportive and patient. One of the unsung heroes through all of these years has been my manuscript secretary, Donna Riemersma, who never ceases to amaze me with her calmness and patience.

I must again thank Carla and the kids, Mike, Matt, Mark, and Maggie; thanks for your understanding and unfaltering support, even as this project has extended a bit beyond what was originally anticipated.

Finally, my colleague, Joaquin, and my son and colleague, Mark, have not only been a great asset in the preparation of this edition but have also assumed the task of taking this project into the future. I could not have left this challenge in more capable hands. I have no doubt that they will not just sustain the quality but will make it measurably better and continue to adapt to the changing times and expectations. As always, this will be done in the future as in the past, with the monical focus of improving patient care. Godspeed.

Bernard F. Morrey, MD

VIDEO CONTENTS

PART I Fundamentals and General Considerations

4 History and Physical Examination of the Elbow

4-1 Ulnar Nerve Subluxation

4-2 Resisted Terminal Extension

4-3 Arm Bar Examination

4-4 Localizing the Interval Between the Brachial Radialis and Extensor Carpi Radialis Longus for Palpation of the Posterior Interosseous Nerve

4-5 Percussion of the Lateral Antebrachial Cutaneous Nerve

4-6 Posterior Plica Examination

4-7 Tennis Elbow Shear Test

4-8 Range of Motion Examination

4-9 Radiocapitellar Load Test

4-10 Posterior Lateral Rotatory Drawer Test

4-11 Elbow Examination Under Anesthesia With Fluoroscopy

4-12 Moving Valgus Stress Test

4-13 Gravity-Assisted Varus Posterior Medial Rotatory Instability Grind Test

PART II Elbow Arthroscopy

20 Arthroscopic Management of Elbow Plica and Loose Bodies

20-1 Elbow Plicae and Loose Bodies

22 Arthroscopic Management of Osteochondritis

Dissecans of the Capitellum

22-1 Microfracture of Contained Osteochondritis Dissecans Lesion

PART III The Child and Adolescent Elbow

33 Osteochondritis Dissecans

33-1 Treatment of Osteochondritis Desiccans Elbow Lesions

33-2 Osteochondral Allograft Transfer for Osteochondritis Dissecans

PART IV Acute Trauma

39 Prosthetic Radial Head Replacement

39-1 rHead LATERAL Implant

39-2 rHead RECON Bipolar Replacement

39-3 rHead Extended Stem Replacement

43 Coronoid Fractures

43-1 Lateral Approach to the Elbow for Radial Head Fixation or Replacement and Coronoid Fixation

45 Distal Humerus Fractures: Fractures of the Columns With Articular Involvement

45-1 Open Reduction and Internal Fixation for Distal Humerus Fractures

48 Hinged External Fixators of the Elbow

48-1 Application of the Dynamic Joint Distractor

PART V Complications of Trauma and Elbow Stiffness

49 Persistent Elbow Instability

49-1 Reconstructive Options for Persistent Elbow Instability

49-2 Allograft Reconstruction of the Coronoid

50 Nonunion and Malunion of Distal Humerus Fractures

50-1 Open Reduction and Internal Fixation for Distal Humerus Nonunion

54 Extrinsic Contracture: Lateral and Medial Column Procedures

54-1 Open Contracture Release: Medial and Lateral Column

55 Elbow Stiffness: Arthroscopic Contracture Release

55-1 Arthroscopic Osteocapsular Arthroplasty for Primary Osteoarthritis

PART VI Sports and Soft Tissue Injuries

60 Percutaneous Ultrasound Tenotomy Treatment of Epicondylitis

60-1 Percutaneous Ultrasonic Tenotomy

63 Elbow Tendinopathies: Acute Distal Biceps Tendon Ruptures

63-1 Mayo Two-Incision Biceps Tendon Repair

67 Articular Injuries in the Athlete

67-1 Capitellar Osteochondritis Dissecans Lesion Treated With Microfracture

PART VIII Joint Replacement Arthroplasty

87 Radiocapitellar Prosthetic Arthroplasty for Isolated Radiocapitellar Arthritis

87-1 UNI_Elbow Radio-Capitellum Replacement

90 Linked Elbow Arthroplasty: Rationale, Design Concept, and Surgical Technique

90-1 Coonrad-Morrey Total Elbow Arthroplasty

90-2 Highlights of the Zimmer Nexel Total Elbow Surgical Procedure

92 Distal Humeral Fractures

92-1 Total Elbow Arthroplasty for Distal Humerus Fractures

93 Total Elbow Arthroplasty for Distal Humerus Nonunion

93-1 Total Elbow Arthroplasty for Distal Humerus Nonunions

PART IX Complications and Salvage of Failed Arthroplasty

104 Isolated Polyethylene Wear and Elbow Replacement 104-1 Fluoroscopic Examination for Bushing Wear

108 Revision of Failed Total Elbow Arthroplasty With Osseous Deficiency: Impaction Grafting 108-1 Revision Techniques for Total Elbow Arthroplasty

109 Revision of Failed Total Elbow Arthroplasty With Osseous Deficiency: Humeral Replacement and Allograft Prosthetic Composite Reconstruction 109-1 Allograft Prosthetic Composite Reconstruction

PART X Nonprosthetic Alternatives and Salvage Procedures

110 Synovectomy of the Elbow 110-1 Arthroscopic Synovectomy of the Elbow

113 Anconeus Interposition Arthroplasty 113-1 Anconeus Interposition Arthroplasty

114 Interposition Arthroplasty of the Elbow 114-1 Interposition Arthroplasty With Achilles Tendon Allograft and the Application of the Dynamic Joint Distractor

PHYLOGENY

Hominoid primate (chimpanzee)

Graviportal mammal (elephant)

Cursorial mammal (gazelle)

Partly terrestrial mammal (bear)

Generalized mammal (tree shrew)

Prototherian

Cretaceous ~100 mya

Jurassic mammal ~155 mya

Late Triassic mammal ~215 mya

Cynodont Early Triassic ~250 mya

Pelycosaur Late Paleozoic ~300 mya

FIG 1.1 The major evolutionary stages in the development of the elbow joint from pelycosaurs to advanced mammals. The distal ends of the humeri are shown on the left, and the corresponding radius and ulna are on the right. The form of the pelycosaur elbow was designed to maximize stability. Subsequent evolutionary stages show accommodations to increasing mobility. (Adapted from Jenkins FA Jr: The functional anatomy and evolution of the mammalian humeroulnar articulation, Am J Anat 137:281, 1973.)

olecranon fossa, providing resistance to varus and internal rotation in extension.20,21

The trochlear notch of the ulna generally mirrors the shape of the humeral trochlea. In humans and apes, the notch has medial and lateral surfaces separated by a ridge that ar ticulates w ith the trochlear groove (Fig. 1.3).20,21

The differences seen in the configuration of the humeroulnar joint across primate species reflect contrasting requirements for stabilization w ith different forms of limb use. In most monkeys, the humeroulnar joint is in its most stable configuration in a par tially flexed position owing to the development of the medial trochlear keel anterodistally and the lateral keel posteriorly.20

It is not surprising that this position of maximum stability is the one assumed by the forelimb during the weight-bearing phase of quadrupedal locomotion. The anterior orientation of the trochlear notch is a direct adaptation to weight bearing w ith a par tially flexed limb. However, such an orientation does limit elbow extension to some degree.

The great apes (chimpanzees, gorillas, and orangutans) and the lesser apes (gibbons) move about in a much less stereotypical fashion than do monkeys. To accommodate this more varied form of limb use, the hominoid humeroulnar joint, w ith its deeply socketed ar ticular surfaces and well-developed medial and lateral trochlear ridges all around the joint margins, is designed to provide maximum stability throughout the flexion-extension range.20–22 The use of overhead suspensory postures and locomotion in apes has led to the evolution of the capacity for complete elbow extension. Apes even keep their elbows extended during quadrupedal locomotion. The ideal joint configuration for resistance of transarticular stress w ith fully extended elbows during quadrupedal postures would be to have a trochlear notch that was proximally directed. It could then act as a cradle to support the humerus during locomotion. However, a proximal orientation of the trochlear notch would severely limit elbow flexion by impingement of the coronoid process w ithin its fossa. The anteroproximal orientation of the trochlear notch in apes thus represents a compromise that safely supports the humerus on the ulna in

1.7 Frontal view of an arm-swinging gibbon showing the skeletal structure of the forelimb. The carrying angle of the elbow brings the center of mass (i.e., center of gravity [cg]) more nearly directly under the supporting hand. (Adapted from Sarmiento EE: Functional Differences in the Skeleton of Wild and Captive Orang-Utans and Their Adaptive Significance Ph.D. Thesis, New York University, 1985.)

epicondyle and a less well-developed supracondylar crest than is seen in the apes, reflecting diminished leverage of the w rist extensors and brachioradialis.23–25 Humans have no bowing of the ulna that is related to enhancing the leverage of the forearm pronators and supinators in apes.1 Finally, a diminution in the prominence of the trochlear ridges and steep lateral margin of the olecranon fossa in humans can be related to the overall reduction in stresses at the human elbow and the concomitant relaxation on the demands for strong stabilization in all positions.20,21

When exactly did the basic pattern for the hominoid elbow arise, and how old is the morphology of the modern human elbow? For answers to these questions we must turn to the fossil record.

FOSSIL EVIDENCE

Dendropithecus macinnesi, Limnopithecus legetet, and Proconsul heseloni (all from Africa) are among the earliest known hominoid species dated to the early par t of the Miocene epoch (23 to 16 mya) for which postcranial material is known. Overall, the distal humeri of the first two of these forms resemble generalized New World monkeys such as Cebus (capuchin monkeys). The trochlea does not display a prominent lateral ridge, and the zona conoidea is relatively flat. The trochlear notch faces anteriorly, and the head of the radius is oval in outline w ith a well-developed lateral lip These features generally are considered to be primitive for higher primates (monkeys, apes, and humans).8,9,20

P. heseloni, on the other hand, does display some features characteristic of extant hominoids. It has a globular capitellum, well-developed medial and lateral trochlear ridges, and a deep zona conoidea forming the medial wall of a recessed gutter between the capitellum and trochlea.20 In general, the elbow region of Proconsul resembles that of extant hominoids in features related to general stability and range of pronosupination, yet full pronation remains a position of par ticular stability.20

of mass of the body during the single limb support phase of walking (Fig. 1.7).

All of these features have been retained in humans because of their continued advantages for tool use and other behaviors. Powerful flexion is clearly important. The continued importance of the carrying angle is perhaps less obvious, but one advantage that it does offer is that flexion of the elbow is accompanied by adduction of the forearm, thus bringing the hands more in front of the body, where most manipulatory activities are undertaken.

The morphology of the modern human elbow is not identical to that of the ape elbow, however. In some cases, the differences are simply a matter of degree. For example, although both apes and humans are distinguished from other primates in the medial orientation of the radial tuberosity, it is more extreme in position in the ape; in the human it is typically slightly anterior to true medial. In addition, although the olecranon is short in both humans and apes compared w ith most monkeys, it is slightly longer in humans than in apes and also shaped to maintain this length throughout the range of flexion—both of which are advantageous for powerful manipulatory activities.6

Other differences between the elbow morphology of humans and that of apes can be related to the fact that the human forelimb has no role in locomotion. These differences include a less robust coronoid process and a relatively narrower, proximally oriented trochlear notch in humans, indicating relative stability in flexion rather than the need to support the weight of the body during quadrupedal locomotion in extension.1,13 Humans possess a smaller and more distally placed lateral

The limited fossil material that is available from the late Miocene epoch (16 to 5 mya) suggests that many hominoid species, including members of the genera Dryopithecus (from Europe), Sivapithecus (from Europe and Asia), and Oreopithecus (from Europe), displayed the features characteristic of the modern hominoid elbow. Although it is possible that these features arose in parallel in different genera, the more parsimonious explanation is that they inherited this morphology from an early to middle Miocene common ancestor, possibly similar to P. heseloni 16,29,31 Assuming that the characteristic features of the hominoid elbow are shared derived traits—that is, traits inherited from a single common ancestor—we can say that the elbow morphology of modern apes and humans can be dated to roughly 15 to 20 mya.

The majority of paleoanthropologists agree that humans are most closely related to the African apes (chimpanzees and gorillas) and that the two lineages arose in the late Miocene or earliest Pliocene period (between 10 and 4 mya).8 The earliest known fossils of the human lineage (hominids) date from the early Pliocene era, approximately 4 to 5 mya. There are three genera of these earliest hominids currently recognized, Ardipithecus, Paranthropus, and Australopithecus. The latter is the best known and most w idespread genus, and includes the famous “Lucy” skeleton from Hadar, Ethiopia (Australopithecus afarensis).7,12 The genus Homo, to which our own species belongs, first appeared about 2.5 to 2 mya in East Africa w ith its earliest member species, Homo habilis

All of the hominids from the Pliocene period were bipedal, although some probably spent significant time climbing trees.23–26,28 The development of bipedalism freed the upper extremity from the requirements of locomotion, placing greater emphasis on increasing mobility. The ability to supinate and pronate was an immense advantage to hominids

FIG

Anatomy of the Elbow Joint

This chapter discusses the normal anatomy of the elbow region. Abnormal and surgical anatomy is addressed in subsequent chapters of this book dealing w ith the pertinent condition.

TOPICAL ANATOMY AND GENERAL SURVEY

The contours of the biceps muscle and antecubital fossa are easily observed anteriorly. Laterally, the avascular interval between the brachioradialis and the triceps, the so-called column, is an important palpable landmark for surgical exposures (Fig 2.1). Laterally, the tip of the olecranon, the lateral epicondyle, and the radial head also form an equilateral triangle and provide an important landmark for joint aspiration and elbow ar throscopy (see Chapters 39 and 80). The flexion crease of the elbow is in line w ith the medial and lateral epicondyles and thus actually reflects the joint axis and is 1 to 2 cm proximal to the joint line when the elbow is extended (Fig. 2.2). The inverted triangular depression on the anterior aspect of the extremity distal to the epicondyles is called the cubital (or antecubital) fossa.

The superficial cephalic and basilic veins are the most prominent superficial major contributions of the anterior venous system and communicate by way of the median cephalic and median basilic veins to form an “M” pattern over the cubital fossa (Fig 2.3).2

The extensor forearm musculature originates from the lateral epicondyle and was termed the mobile wad by Henry.37 This forms the lateral margin of the antecubital fossa and the lateral contour of the forearm and comprises the brachioradialis and the extensor carpi radialis longus and brevis muscles. The muscles comprising the contour of the medial anterior forearm include the pronator teres, flexor carpi radialis, palmaris longus, and flexor carpi ulnaris. Henry has demonstrated that their relationship and location can be approximated by placing the opposing thumb and the index, long, and ring fingers over the anterior medial forearm. The dorsum of the forearm is contoured by the lateral extensor musculature, consisting of the anconeus, extensor carpi ulnaris, extensor digitorum quinti, and extensor digitorum communis.

Dermal innervation about the proximal elbow is quite variable, being provided by the lower lateral cutaneous (C5, C6) and medial cutaneous (radial nerve, C8, T1, and T2) nerves of the arm. The forearm skin is innervated by the medial (C8, T1), lateral (musculocutaneous, C5, C6), and posterior (radial nerve, C6–C8) cutaneous nerves of the forearm (Fig 2.4).19

OSTEOLOGY

Humerus

The distal humerus consists of an arch formed by two condyles that support the ar ticular elements of the trochlea and capitellum (Fig 2.5).

Medial to the trochlea, the prominent medial epicondyle serves as a source of attachment of the medial ulnar collateral ligament and the flexor-pronator group of muscles. Laterally, the lateral epicondyle is located just proximal to the capitellum and is much less prominent than the medial epicondyle. The lateral ulnar collateral ligament and the supinator-extensor muscle group originate from the flat, irregular surface of the lateral epicondyle.

Anteriorly, the radial and coronoid fossae accommodate the radial head and coronoid process during flexion. Posteriorly, the olecranon fossa receives the tip of the olecranon.

In approximately 90% of individuals,85 a thin membrane of bone separates the olecranon and coronoid fossae. The medial supracondylar column is smaller than the lateral and explains the vulnerability of the medial column to fracture caused by trauma and some surgical procedures.56 The posterior aspect of the lateral supracondylar column is flat, allowing ease of application of contoured plates for fractures involving this structure. The prominent lateral supracondylar ridge serves as a site of attachment for the brachioradialis and extensor carpi radialis longus muscles anteriorly and for the triceps posteriorly (Fig. 2.6). It is also an important landmark for many lateral surgical approaches, especially for the “column procedure” (see Chapters 11 and 54).

Proximal to the medial epicondyle, approximately 5 to 7 cm along the medial intramuscular septum, a supracondylar process may be observed in 1% to 3% of individuals.44,48,80 A fibrous band termed the ligament of Struthers sometimes originates from this process and attaches to the medial epicondyle.38 When present, this spur serves as an anomalous insertion of the coracobrachialis muscle and an origin of the pronator teres muscle.34 Various pathologic processes have been associated w ith the supracondylar process, including fracture44 and median4 and ulnar nerve38 entrapment (see Chapter 72).

Radius

The radial head ar ticulates w ith the capitellum. It exhibits a cylindrical symmetrical shape w ith a depression in the midportion to accommodate the capitellum. The osseous contour of the radial head, on the other hand, actually is more elliptical in shape, w ith a major and minor axis. The disk-shaped head is secured to the ulna by the annular ligament (Fig. 2.7). Distal to the radial head, the bone tapers to form the radial neck, which, along w ith the head, is vulnerable to fracture.82 The radial tuberosity marks the distal aspect of the neck and has two distinct par ts (Fig 2.8). The anterior surface is covered by a bicipitoradial bursa protecting the biceps tendon during full pronation. However, it is the rough posterior aspect that provides the site of attachment of the biceps tendon. During full pronation the tuberosity is in a dorsal position; this allows repair of a ruptured biceps tendon through a posterior approach11 (see Chapter 63) and is helpful to determine axial alignment of proximal radial fractures.26 In addition to the bicipital

FIG 2.5 (A) The bony landmarks of the anterior aspect of the distal humerus. Note the 6-degree valgus angulation of the flexion axis and long axis of the humerus. (B) The prominent medial and lateral supracondylar bony columns as well as other landmarks of the posterior aspect of the distal humerus.

characteristic configuration.

radial bursa, several other potential bursae have also been described about the elbow (Fig 2.9).

Ulna

The proximal ulna provides the greater sigmoid notch (incisura semilunaris), which serves as the major ar ticulation of the elbow that is responsible for its inherent stability (Fig 2.10). The cortical surface of the coronoid process serves as the site of insertion of the brachialis muscle and of the oblique cord. Medially, the sublime tubercle serves

as the insertion site of the medial ulnar collateral ligament. The triceps tendon attaches to the posterior aspect of the olecranon process.

On the lateral aspect of the coronoid process, the lesser semilunar or radial notch ar ticulates w ith the radial head and is oriented roughly perpendicular to the long axis of the bone. Distal to this, the supinator crest serves as the site of attachment to the supinator muscle. On this crest, a tuberosity occurs that is the site of insertion of the lateral ulnar collateral ligament.51,56,65

ELBOW JOINT STRUCTURE

Articulation

The elbow joint ar ticulation is classified as a trochoginglymoid joint.76 The ulnohumeral joint resembles a hinge (ginglymus), allowing flexion

FIG 2.6 Typical supracondylar process located approximately 5 cm proximal to the medial epicondyle with its
FIG 2.7 The elliptical radial head is stabilized to the lesser sigmoid notch of the ulna. Note the symmetrical, circular portion that articulates with the capitellum.

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Morrey’s the elbow and its disorders 5th edition bernard f. morrey - Download the ebook now and read by Education Libraries - Issuu