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Lowest instrumented vertebra selection by the proportion of vertebral body area within the Harrington stable zone in Lenke type 1A adolescent idiopathic scoliosis: a self-paired comparison with the last substantially touched vertebra

This study demonstrates that using a "half-area rule" to select the lowest instrumented vertebra in Lenke type 1A adolescent idiopathic scoliosis achieves satisfactory surgical correction and a low adding-on rate while successfully sparing one fusion level in over 60% of patients compared to the traditional last substantially touched vertebra rule.

Original authors: Enze Ji, Xuhong Xue, Sheng Zhao, Kai Li, Qi Zhang, Qingshuo Zhu, Xuhao Wang

Published 2026-09-30
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Original authors: Enze Ji, Xuhong Xue, Sheng Zhao, Kai Li, Qi Zhang, Qingshuo Zhu, Xuhao Wang

Original paper licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). ✨ This is an AI-generated explanation of the paper below. It is not written or endorsed by the authors. For technical accuracy, refer to the original paper. Read full disclaimer

The human spine is a remarkable column of bone and cartilage that allows us to stand upright, yet it is also a structure that can slowly twist and curve out of alignment. In a condition known as adolescent idiopathic scoliosis, this twisting happens during the growth years, creating a sideways curve that can become severe enough to require surgery. When the curve is significant, surgeons must perform a spinal fusion, a procedure where they straighten the spine and permanently join a section of vertebrae together using metal screws and rods. The most critical decision in this surgery is determining exactly where to stop the fusion. If the surgeon stops too high, the spine may continue to curve further down, requiring a second operation. If they stop too low, they fuse more bones than necessary, which permanently stiffens the lower back and can lead to pain and wear-and-tear later in life. The goal is always to find the precise point where the spine is stable enough to stop the curve without sacrificing unnecessary movement.

For decades, surgeons have relied on specific visual markers on X-rays to make this decision. One common method involves drawing a vertical line up from the center of the pelvis and seeing which vertebrae this line touches. If the line touches the middle of a vertebra's foot-like structures, that bone is considered a safe place to stop. However, a team of researchers from the Second Hospital of Shanxi Medical University questioned whether this "touching" rule was the most efficient way to decide. They wondered if looking at how much of the actual bone sat within a safe zone, rather than just whether a line crossed it, could allow them to stop the surgery one level higher, saving a joint for the patient.

To test this idea, the researchers studied seventy-nine young patients with a specific type of spinal curve, all of whom had undergone surgery between 2015 and 2023. In every case, the surgeons had chosen the lowest point to stop the fusion based on a new method they developed. This method, which the team calls the "half-area rule," looks at the standing X-ray of the patient and identifies a safe zone on the lower spine defined by the joints where the spine meets the pelvis. The rule states that the surgeon should stop at the highest vertebra below the curve's peak where at least half of that bone's body sits inside this safe zone. After the surgeries were completed and the patients had recovered for at least two years, the researchers went back and looked at the same X-rays again. They used the older, traditional method to see where that rule would have told them to stop. This allowed them to compare the two approaches for the exact same patient without having to perform two different surgeries.

The results showed that the new method was remarkably effective. In nearly sixty-one percent of the patients, the new rule suggested stopping one vertebra higher than the traditional rule would have. In the remaining cases, both rules agreed on the same stopping point. Crucially, the new rule never suggested stopping lower than the traditional method. By moving the stopping point higher, the new approach spared an average of more than half a vertebra per patient, meaning many individuals retained an extra joint in their lower back that would otherwise have been fused. The surgery was successful in straightening the spine, reducing the main curve by nearly seventy percent, and improving the overall balance of the body. The patients' spines remained stable, and the rate of the curve worsening below the fusion point was low, occurring in only about fourteen percent of cases, which is comparable to or better than rates seen with the traditional method.

The study also looked at why the curve worsened in those few cases where it did. The researchers found that the position of the stopping point relative to the pelvis was not the main cause of the worsening. Instead, the patients whose curves continued to grow had spines that were more flexible before the surgery and had less natural forward curvature in their upper backs. This suggests that the flexibility of the spine itself plays a larger role in the outcome than the specific bone chosen as the stopping point. The researchers noted that while their new method is a simple calculation based on a standard X-ray, it offers a clear, quantitative way to decide where to stop the fusion. It allows surgeons to be more confident in sparing a level of the spine, potentially preserving more natural movement for the patient as they age, without compromising the correction of the deformity. The findings offer a practical tool that relies on basic geometry to refine a complex surgical decision, ensuring that the spine is stabilized just enough to prevent future problems while leaving as much freedom of motion as possible.

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