“Bone-οn-Bone” surgical reconstruction of moderate severity, flexible single curve adolescent idiopathic scoliosis: continuing improvements of the technique and results in three scoliosis centers after almost twenty years of use
Scoliosis volume 10, Article number: 10 (2015)
The “bone-on-bone” reconstruction for adolescent idiopathic scoliosis is reviewed in this article. Extensive use over the past 18 years has identified it’s functional benefits outstanding clinical results, and very limited complications. This is an extensive update of it’s application, since it’s introduction, 18 years ago.
Surgeons, and other readers who are familiar with adolescent idiopathic scoliosis can get a prompt, simple education about the "bone-on-bone" procedure by watching the short video (“Additional file. Double-click here for it to play”) which accompanies this article.
Optimal surgical correction of single curve adolescent idiopathic scoliosis reduces the primary curve to less than 30 degrees, and reduces and balances the compensatory curves. It normalizes the sagittal plane alignment within the operated area and the spine as a whole, while operating as few vertebral segments as possible, to preserve mobility and optimal spinal flexibility. The functional limitations imposed by long spinal fusions have been well documented by Lonner, Sucato and d’Andrea. The chosen operative procedures must also preserve pulmonary function.
These goals are nicely provided by the “bone-on-bone” surgical procedure which was first performed in 1996 and first published by Brodner and Gaines, et. al. in 2003  and again in by Kusakabe and Gaines, et. al. in 2009 .
The first publication by Dr. Zarzycki was in 2007 . He and his large group of mostly young surgeons from Zakopane, Poland have performed over 1300 “bone-on-bone” cases since 2003 with very fine clinical results, few implant problems, non-unions or re-operations.
Dr. Min developed a mini-thoracotomy approach which has eliminated the concern regarding damage to pulmonary function by anterior-based surgical approaches for the correction of adolescent idiopathic scoliosis. He published this approach in 2012, after developing it in the mid-90′s .
Evolution of the procedure
Dwyer  introduced the use of the anterior approach, multiple discectomy, anterior fusion and anterior instrumentation for the correction of adolescent idiopathic scoliosis. His innovation was the introduction of a new titanium staple and cable implant system. He emphasized “thorough” discectomy, and care removing the posterior longitudinal ligament to avoid dural and spinal cord injury, but did not certainly perform or recommend “total discectomy” as we currently recommend and perform during the “bone-on-bone” procedure. He also routinely added bone chips from the exposure rib into the disc space following curve correction.
Hall and many others adopted the Dwyer system after it’s introduction in 1969. In 1981, twelve years following the introduction and use of the Dwyer implant system, Hall  reported better results, with fewer non-unions and implant problems, after “more thorough removal of disc-space material, particularly along the posterior margin of the disc space.” He also mentions that over- correction helped, on occasion, to balance the entire spine. In a book chapter in 1997 , he mentions removal of the disc back to, and including the posterior annulus, but leaving the posterior longitudinal ligament intact. He again reinforces the importance of gaining overcorrection of some operated curves.
Zielke  introduced a revised staple, and a threaded 3 mm rod, instead of a cable, and a new mechanical derotation device. He, also, suggested removal of the discs “back to the posterior longitudinal ligament”, and also placed bone chips into the residual disc void following correction of the curve. He suggested avoiding dural injury, as well.
Kaneda  introduced a dual rod, dual staple and screw system after numerous rod and cable fractures had been identified in reported series of cases using the Dwyer cable and the Zielke threaded rod systems. Kaneda also emphasized “thorough” discectomy and removal of the concave annulus at the resected levels. However, he did not recommend the “total discectomy” that we have used and recommend for the “bone-on- bone” procedure. Like all the authors before him, Kaneda recommended inserting bone chips from the exposure rib before completing correction of the curvature by inserting the screws and achieving correction of the curve.
Dickson  performed posterior instrumentation with square-ended Harrington rods for single curves less than 60 degrees, but emphasized correcting the thoracic lordosis of the apical segments with concave side sublaminar wires. For cases between 60 and 90 degrees, anterior “thorough” discectomies were performed during a first stage procedure, but the instrumentation was performed posteriorly with sublaminar wires at a second stage. In addition, the levels for the posterior instrumentation were from “end vertebra to end vertebra” of the Cobb angle on the pre-operative standing film, not shorter than the measured levels on the standing film. These procedures were called the Leeds Procedures.
Uniquenesses of the “Bone-On-Bone” procedure
The first key modification of the procedure which differentiates “bone-on-bone” procedure from it’s predecessors is the “total discectomy” of the apical segments.
Previous discectomies performed to correct adolescent idiopathic scoliosis were focused on removing the anterior and central portions of the apical discs. The posterior annulus was not entirely removed. Removal of the posterior annulus, and then achieving “bone-on-bone” apposition over the fusion segment is the distinctive structural difference between the “bone-on-bone” procedure and the procedures which predated it’s introduction.
The second key modification is simultaneous anterior short-segment instrumentation over only the apical segments—which are identified by performing a “stretch film” and identifying and subsequently removing the discs and then instrumenting the vertebral bodies contained within the “Cobb angle on the stretch film”.
The third key modification we introduce is the use of the mini-thoracotomy approach developed by Dr. Min . This modification prevents any limitation of the post-operative pulmonary function of the patient. It also permits full closure of the pleura, following the instrumentation.
Analyzing a scoliosis patient in preparation for a “bone-on-bone” procedure
Pre-operative stretch or bending films allow the operating surgeon to identify the apical 3–5 motion segments which are the most deformed. These discs are totally removed during the surgical reconstruction. This permits the straightening of these maximally deformed segments and allows the compensatory curves to return to more normal alignment. The “total discectomy” also usually allows restoration of the sagittal plane alignment of the involved levels to return to normal, once “bone-on- bone” apposition is achieved.
Spinal implants are applied following the “total discectomies” at the apical levels to bring the vertebrae on either side of the discs into intimate “bone-on-bone” apposition, which permits prompt healing following the reconstruction.
Selecting ideal cases
While the “bone-on-bone” surgical technique can and has been applied to different types of scoliosis, it was developed specifically for the correction of single curve adolescent idiopathic scoliosis (Figures 1, 2, 3, 4, and 5)
Pre-operative x-rays are analyzed and measured. They can nicely predict the quality of correction which can be obtained during the surgical procedure. This technique was first identified and used early in the series and is extremely reliable (Figures 6, and 7).
Why use the “stretch film”
The fundamental measurement made on the “stretch film” is the Cobb angle of the major curve while the spine is being stretched. The unique value of the “stretch film” it that is clearly identifies the area of major deformity, while the spinal column is compensated, over the pelvis, and the compensatory curves are well corrected. In the author’s experience, this type film is much easier to interpret than bending films, which, by their nature, are NOT made with the patient’s spine fully compensated and the compensatory curves minimized.
Analyzing/measuring the “stretch film”
From the Cobb angle on the “stretch film,” a measurement (in mm) is made from the top edge of the top vertebra to the bottom edge of the bottom end vertebra on the concave side of the curve. An identical measurement is made from the same vertebrae on the convex side of the curve. The thicknesses of the intervertebral discs were then measured on the concave and convex sides of the curve. The thicknesses of the discs were summed together on the concave and convex sides, and then subtracted from the longitudinal measurement made on the concave and convex sides of the curve. If the subtracted sums were within 5 to 10 mm of one another, then it was assumed that the reconstructed spine would approach “straight” after the discs were removed. If the difference in the subtracted measurements was more than 10 mm, this indicated the need to either add another disc to the preoperative plan or take off bony wedges from the endplates to get the spine straight.
The mini thoracotomy approach 
During the development of anterior spinal reconstruction, open thoracotomy was used. Most surgeons removed most of the exposure rib, and many/most used the exposure rib for bone graft.
Following report of post-op pulmonary function tests which showed some permanent post-operative reduction from normal levels, following open thoracotomy, Newton, Sucato and Lonner began using thoracoscopic partial discectomy and instrumentation for adolescent idiopathic scoliosis to avoid the concern about post-op pulmonary function. After 20 years experience, they abandoned this approach, because of non- union and anterior implant problems. Even with extensive and extended experience, they were not able to reduce the levels of instrumentation necessary for the fusions more than 1 or 2 levels necessary for posterior pedicle-screw instrumentation for identical curves.
Dr. Kan Min developed an open “mini-thoracotomy” approach to perform the “bone-on- bone” reconstruction for appropriately selected patients. He first reported his post- operative pulmonary function and clinical results in 2012 in European Spine Journal. His superb results not only reduced the levels of discectomy and instrumentation to roughly half the levels necessary for posterior instrumentation, but also showed no diminution of post-operative pulmonary functions in his 62 operated patients (Figures 12, 13 and Additional file 1).
Dr Gaines’ experience
The first paper on “bone-on-bone” was published in 2003 by Brodner, Gaines et. al . Our first consecutive 31 patients were presented in this paper. Every patient was followed, the mean follow-up of the patients was 41 months, and each patient had been at least 2 years since their surgery. The patients were happy, and the surgeons were also happy.
No serious complications had occurred, healing was occurring predictably, and the patients had returned to the active lives we anticipated when we began the project.
There were no non-unions, implant fractures or loosening, and no infections and no other serious systemic complications.
In 2009 , we published an extended follow-up of these 31 patients and added 14 more, operated in the interval, a total of 45 patients with a mean follow-up of 6 years for the entire group, and minimum follow-up of 28 months for every patient. No patient was lost to follow-up.
Four patients (8.9%) had an incomplete expansion of their operated lung during the early postoperative period. None of them required any treatment for this, and all resolved uneventfully. One patient (2.2%) had a pleural effusion that resolved spontaneously, one (2.2%) had pneumonia, and one (2.2%) had urinary tract infection, treated with antibiotics. Eight patients developed a narcotic ileus (17.8%). All of these postsurgical complications resolved uneventfully.
In this series, as in the first, there were no non-unions, or implant-related complications (breakage or loosening) and no revision surgeries.
By the time this publication appeared, we had gained the extraordinary confidence in the procedure we have today.
Since that report, we have had one patient who was engaged in extraordinarily physical exertion in the Intensive Care Unit on the second post-operative day. She did pull out one level of her anterior implants and had to have a posterior reinforcement of her implants. One posterior level was added to her instrumentation and fusion. This is the only return to the operating room, or re- operation in our entire series of 160 patients in 18 years. There have still been no infections or other serious complications which have delayed recovery.
Dr. Zarzycki and his group’s experience 
Dr. Zarzycki’s experience, accumulated over a decade by his 10 young well trained surgeons, reassured us that the techniques necessary were not unique to surgeons in Missouri. The fact that they were able to reproduce exactly the same excellent results we produced was first published in the European Spine Journal Volume 16, Suppl 1, str. 23 and 96. He analyzed his first 250 consecutive cases for AIS. He was very happy with his results, like we have been.
The fact that this clinical experience has now been extended to over 1300 cases, (personal communication) over the past 10 years, reinforces our confidence in it. The fact that most of his cases were not performed by him, but by his young faculty, further reinforces the fact that “easily learned evaluative and surgical skills” underpin the “bone-on-bone” procedure---NOT ones which can only be performed by “surgical wunderkind.” (Figure 14).
Dr. Min and the “Mini-Thoracotomy Approach” 
When Dr. Min published his “Mini-Thoracotomy Approach” for the procedure, we immediately read his publication and went to Zurich to see it.
His excellent surgical skills and excellent report about his 62 consecutive patients’ “normal” post-operative pulmonary function tests made it obvious that the “bone-on-bone” procedure should adopt the mini-thoracotomy approach.
The mini-thoracotomy approach provides perfectly sufficient exposure to clearly visualize the discs in the fusion area, so “total discectomy” can be performed on each of them, and also sufficient exposure so the implants can easily be placed, “bone-on-bone” apposition created by compression and implant final locking achieved. The pleural can then be closed over the implants.
In the past many years, the “bone-on-bone” reconstruction has provided a reliable and very predictable surgical solution for patients with easy, flexible, single curve adolescent idiopathic scoliosis whose curves have gotten into the range where surgical reconstruction is the best treatment option. While the reconstructions have not been “complication-free,” they have been almost “serious complication-free.”
Until the recent case required posterior revision, we had not performed a surgical revision for over 15 years. This unique patient was a true “outlier” and we do not anticipate a recurrence of the events which required her revision again.
We believe the mini-thoracotomy approach has provided the in introduction to a “new era” in the surgical management of AIS which will provide experienced surgeons an efficient way to minimize the fusion levels involved with these fortunate patients so their spines will perform quite well, even in athletic endeavors and/or blue collar occupations.
“Informed consent was obtained from each patient included in the study for performance of the procedure and use of images obtained during the patient's treatment.”
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The authors declare that they have no competing interests.
Each author contributed his own cases. The unique contributions from each individual author are outlined in the text. RWG created the manuscript but each author contributed Figures and Legends which were used in his own publications and presentations. All authors read and approved the final manuscript.
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Gaines, R.W., Min, K. & Zarzycki, D. “Bone-οn-Bone” surgical reconstruction of moderate severity, flexible single curve adolescent idiopathic scoliosis: continuing improvements of the technique and results in three scoliosis centers after almost twenty years of use. Scoliosis 10, 10 (2015). https://doi.org/10.1186/s13013-015-0032-0