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CLINICAL ASPECTS OF THE FUNCTIONAL
DISORDERS OF THE EQUINE AND
BOVINE FEMORO-PATELLAR ARTICULATION
WITH SOME REMARKS ON
ITS BIOMECHANICS
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CLINICAL ASPECTS OF THE FUNCTIONAL
DISORDERS OF THE EQUINE AND
BOVINE FEMORO-PATELLAR ARTICULATION
WITH SOME REMARKS ON
ITS BIOMECHANICS
(Met samenvatting in Nederlands)
PROEFSCHRIFT
TER VERKRIJGING VAN DE GRAAD
VAN DOCTOR IN DE DIERGENEESKUNDE
AAN DE RIJKSUNIVERSITEIT TE UTRECHT,
OP GEZAG VAN DE RECTOR MAGNIFICUS,
PROF. DR. A. C. DE VOOYS,
VOLGENS BESLUIT VAN DE SENAAT
IN HET OPENBAAR TE VERDEDIGEN
OP DONDERDAG 13 JUNI 1968
DES NAMIDDAGS TE 4.15 UUR (PRECIES)
DOOR
SOHaN SINGH RATHOR
GEBOREN OP 14 DECEMBER 1933 TE KISHANGARH (INDIA)
Bibliotheek dar
Rijksuniversiteit te Utrecht
Afd. Diergeneeskunde
DRUKKERIJ (C3 | r~[] HOEIJENB.OS
UTRECHT 1968
'fiB               mmm
1469 8645
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PROMOTOR:
PROF. DR. S. R. NUMANS
Uit de Kliniek voor Veterinaire Heelkunde
van de Rijksuniversiteit te Utrecht
Nederland
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To my Parents
To my Wife
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ACKNOWLEDGEMENTS
The author expresses his sincere feelings of gratitude to his
promotor Prof. Dr. S. R. Numans, for his guidance and constant
encouragement which made it possible to carry out this project; he
is also grateful for the kind hospitality extended to him during his
stay in the Netherlands.
He is indebted to Prof. Dr. K. M. Dyce and Dr. D. M. Badoux
(Anatomy) for their constructive criticism and help in preparing
this manuscript and for the facilities provided from the Anatomy
department.
The author is very much thankful to the Ministerie van Buiten-
landse Zaken, I.T.H., 's-Gravenhage, and Mr. H. F. Juta, his fellow-
ship officer, for providing him the scholarship and permitting to stay
and work leading towards an academie promotion in the Netherlands.
Acknowledgements are extended to all the members of the
teaching and technical staff of "Veterinaire Heelkunde and Röntgeno-
logie" for their assistance and cooperation in this project.
Thanks are expressed to Mr. W. Stam, UNFI, and the photo-
graphic sections of Röntgenology and Anatomy departments, for their
help in preparing photographs.
Last but not the least, appreciations are due to Miss. M. Crucq
for typing the manuscript.
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TABLE OF CONTENTS
1.      Introduction...............     11
2.      Anatomy
2.1    Introduction..............     13
2.2    Descriptive and topographical anatomy.....     13
2.2.1    Articulus femoro-patellaris.......     13
2.2.2   Articulus femoro-tibialis........     14
2.2.3    Differential points in cattle.......     15
2.3    Functional anatomy...........     16
2.3.1    Functions of the joint in the standing position .     16
2.3.2    Functions of the joint during progression ...     17
2.3.2.1    Extension..........     18
2.3.2.2    Flexion..........     19
3.      Biomechanics
3.1    Introduction..............    20
3.2    Spin or rotation.............    20
3.3    Determination of Hypomochlion of the medial femoral
condyle...............
    22
3.4   Topographical relation between the centres of rotation
and the middle patellar ligament.......
    24
3.5    Discussion..............25
4.      Functional disorders of the femoro-patellar articulation
4.1    Terminology..............    27
4.1.1 Classification...........    29
4.2    Dorsal fixation of the patella.........    30
4.2.1    Recurrent dorsal fixation........    30
4.2.1.1    Aetiology..........    30
4.2.1.2    Symptoms..........    30
4.2.1.3    Treatments.........    31
4.2.1.3.1    Nonoperative and results .    32
4.2.1.3.2    Operative and results ...    33
4.2.2    Permanent dorsal fixation.......    34
4.2.2.1    Symptoms..........    34
4.2.2.2    Treatment..........    34
4.2.3    Dorsal fixation of the patella due to coxofemoral
dislocation in ponies.........
    35
4.2.3.1    Symptoms..........    35
4.2.3.2    Prognosis and treatment.....    35
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4.2.4   Discussion............    36
4.2.5    Ventral fixation of the patella......    37
4.3    Lateral Iuxation or subluxation of the patella ...    38
4.3.1    Recurrent lateral (sub) Iuxation of the patella    38
4.3.1.1    Aetiology and incidence.....    38
4.3.1.2    Symptoms..........    39
4.3.1.3    Treatment..........    39
4.3.1.4    Results...........    41
4.3.1.5    Experimental study.......    41
4.3.2    Permanent lateral Iuxation of the patella ...    45
4.3.2.1    Aetiology..........    45
4.3.2.2    Symptoms..........    45
4.3.2.3    Treatment..........    47
4.3.2.4   Results...........    49
4.3.3    Medial Iuxation of the patella......    52
4.3.4    Pathology of the stifle joint having patellar
Iuxation.............
    52
4.3.5    Discussion............    54
4.3.6    Patellar disfunction due to the paralysis of the
femoral nerve...........
    54
4.4    Analysis of cases............    55
5.      General discussion.............    59
6.      Summary................    61
Samenvatting..... .........    63
Bibliography...............     65
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CHAPTER 1
INTRODUCTION
Broadly speaking, lameness is an indication of structural or
functional disorders in one or more limbs, which may be manifested
in progression or while standing. It is caused by trauma, congenital
or acquired anomalies, infection, metabolic disorders or by a com-
bination of these. Lameness caused by functional disorders is non-
inflammatory and is revealed by changes in the line of flight, the are
of flight of the limb or the combination of both (SMITH & RAKER
— 1963). A detailed knowledge of the anatomy and physiology of
the limb is essential for the correct diagnosis of lameness and for the
establishment of its cause and pathogenesis.
The non-inflammatory functional disorders of the femoro-patellar
articulation are the main subjects of this thesis.
Study of the literature concerned with the affections of the
femoro-patellar articulation is impeded by a confusion of language
and one may note many discrepancies between the nomenclature
employed and the clinical and anatomical conceptions. The early
knowledge of the functional disorders of the femoro-patellar joint
has led to the confusing designation of these conditions. Notwith-
standing this confusion trom the clinical and anatomical literature
it can be observed that functional disturbances of the femoro-patellar
articulation have to be divided in to two main groups: those caused by
fixation and those caused by luxation of the patella.
Very few publications are available regarding lateral luxation
of the patella in horses. Permanent lateral luxation of the patella in
ponies is not yet reported in the literature. Patellar luxation and
fixation are to be considered as functional disturbances of the femoro-
patellar articulation.
Chapter two therefore, contains a description of the topogra-
phical and functional anatomy of the stifle joint in general and of
the femoro-patellar articulation in particular.
The third chapter is a study of the biomechanics of the equine
and bovine stifle joint. It includes a description of the normal move-
men ts in this joint together with a discussion of the functions of its
ligaments and menisci. The hypomochlions of the medial femoral con-
dyle and their relations to the middle patellar ligament are determined.
Here the author would like to emphasize that this chapter is not
intended to present a complete biomechanical study of the stifle joint
but attempts to outline a possible correlation between mechanical
factors and the patellar fixation.
The fourth chapter deals with the clinical aspects of the non-
inflammatory functional disorders of the femoro-patellar articulation
which are the primary studies of this thesis. A complete list of the
various terms used for patellar disorders is given, which reveals a
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confusing and misleading situation, particularly where the early work
is concerned. The currently foliowed classification of patellar fixation
and luxation is composed. These affections have been divided into
two groups those caused by (1) fixation and (2) luxation of the
patella. The most important and common affections are individually
further described in detail dealing with aetiology, symptoms, treatment
and results in horses and cattle. Pathology of the permanent lateral
luxation of the patella in ponies was studied and the operative treat-
ment which has been successfully practised is described in detail. The
last part of this chapter contains the analysis of patients suffering
from patellar fixation and luxation and treated in this clinic of
Surgery at UTRECHT, from 1956 to 1965.
In chapters five and six a discussion, conclusion and a summary
are given. A bibliography is appended.
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CHAPTER 2
ANATOMY
2.1     Introduction
In order to make a correct diagnosis and to achieve the best
possible therapeutical results, a thorough knowledge of the structures
involved in the malady is essential. Hence the anatomical and the
physiological (functional) aspects of the stifle joint are described in
this chapter, which is divided for convenience into two parts; the
first deals with descriptive and topographical anatomy, the second
with functional anatomy.
2.2    Descriptive and topographical anatomy
SISSON & GROSSMAN (1966) classified this joint in the
ginglymus class of the diarthroses group. One must appreciate, however
that the stifle joint is not a typical example of the ginglymus class,
since true ginglymus joints perform only flexion and extension move-
ments whereas the stifle joint shows rotatory movements also. The
stifle consists of two separate joints:
I. Articulus femoro-patellaris and
II. Articulus femoro-tibialis.
2.2.1 A rüculus femoro-patellaris (Horse)
This joint is formed by the articular surfaces of the patella and
the femoral trochlea. The synovial layer of the articular capsule is
loose and thin and is attached around the articular margin of the
patella and to the femur at a varying distance from the articular
surface: the membrane pouches upwards under the M. quadriceps
femoris. It is in contact with the femoro-tibial joint capsule and the
cavity, which is extensive, often communicates with the medial com-
partment of the femoro-tibial joint. The articular surface of the
femoral trochlea is obliquely placed and is bounded by lateral and
medial ridges which are separated by a wide and deep groove. The
medial ridge is large, broad and rounded at its proximal part over
which the patellar fibrocartilage glides. The lateral ridge is small and
does not extend as high as the medial ridge. The patella glides in
the femoral trochlea and on its medial border it carries a fibrocartilage
which is adapted to the medial ridge; this cartilage is sometimes
regarded as part of the medial patellar ligament (SISSON & GROSS-
MAN—1966).
The patella is generally regarded as a sesamoid bone developed
in the terminal tendon of the M.quadriceps femoris, although HAX-
TON (1944), for reasons which have failed to receive support, claimed
it as a skeletal bone. The patella is connected to the femur by medial
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and lateral femoro-patellar ligaments and to the tibia by three straight
patellar ligaments. The former are thin fibrous bands which originate
from the patellar margins and are inserted upon the medial and lateral
femoral epicondyles respectively. Neither is clearly distinct and each
blends with the fibrous layer of the joint capsule.
2.2.2 Articulus jemoro-tibialis
This is formed between the condyles of the femur, the articular
surface of the tibia and the menisci. The condyles of the femur are
slightly oblique and each has an articular surface of spiral outline;
the outline of the lateral condyle is more strongly curved. The tibial
condyles are separated from each other by the intercondylar spine
(eminentia intercondylica). The saddle-shaped surface of the tibial
condyles are not well adapted to the femoral condyles and are in
contact with only a small part of them in any position of the joint.
Two menisci which are intercalated between femur and tibia
produce greater congruity of the articular surfaces. They are crescentic
fibrocartilaginous plates whose proximal surfaces are concave and
adapted to the condyles of the femur: distally they are flat and fit
the tibial condyles. The synovial membrane is attached to the femur
about fifteen millimeters from the articular margin, but joins the
tibia close to the articular margin. It is stronger posteriorly and
thinner anteriorly and forms lateral and medial sacs. The medial sac,
more rarely the lateral one, communicates with the femoro-patellar
joint cavity.
There are two collateral ligaments — medial and lateral. Both
ligaments are situated somewhat posteriorly and arise from the res-
pective epicondyles of the femur. The lateral ligament inserts on the
head of the fibula and on the side of the lateral tibial condyle, the
medial ligament on the side of the corresponding tibial condyle.
The cruciate ligaments, anterior and posterior (SISSÜN &
GROSSMAN — 1966), (lateral and medial decussate ligaments,
NICKEL et al. — 1961) are two strong cord-like structures which
cross each other in "X" fashion. Each ligament is twisted about its long
axis. The anterior cruciate ligament originates from the medial side
of the lateral femoral condyle and inserts on the lateral wall of the
intercondyloid fossa of the tibia. The posterior cruciate ligament takes
origin from the lateral side of the medial femoral condyle and attaches
posteriorly to the tibial intercondyloid fossa. The straight patellar
ligaments (Fig. 1) are three, strong, fibrous bands which may be
regarded as the continuation of the tendon of the M. quadriceps
femoris in which the patella develops. The middle patellar ligament
is thick and extends from the dorsal surface of the patella to the
tibial tuberosity. The lateral patellar ligament is flat. It originates
from the dorso-lateral aspect of the patella and is inserted laterally
on the tibial tuberosity. SISSON & GROSSMAN (1966) stated that
the medial patellar ligament is distinctly weaker than the other two
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Fig. 1. Right stifle joint of a pony foal, showing three patellar ligaments:
A.  Lateral patellar ligament
B.   Midilie patellar ligament
C.  Medial patellar ligament.
and is widely separated front the middle patellar ligament at both
ends. In my opinion, however, this ligament is strengthened by an
accessory fibrocartilage. It is rounded and more regularly shaped than
the lateral ligament which fuses with the tendon of the biceps femoris
muscle.
The stifle joint is innervated by the articular branches of the
femoral, tibial and peroneal nerves.
2.2.3 Differential points in cattle
The apex of the patella is more pointed than in the horse. The
communication between the femoro-patellar and femoro-tibial joint
cavity is more extensive. The lateral patellar ligament is completely
blended with the tendon of the biceps femoris muscle.
2.2.4
In the living animal, when the stifle joint is examined by
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palpation, the patella along with its three straight ligaments and
the tibial tuberosity can be identified. The patellar ligaments are
palpable towards their insertion to the tibial tuberosity. It is not
possible to feel the collateral ligaments. The medial femoral trochlear
ridge is also palpable in the extended joint when the patella has been
pulled to the upper articular margin of the trochlea.
2.3 Functional anatomy
A short survey of the most important features of the functional
anatomy of the equine and bovine stifle joint may elucidate some
aspects of the pathology. The subject is considered under two heads:
I. Functions of the joint in the standing position and
II. Functions of the joint during progression.
2.3.1 Function of the joint in the standing position
The stifle joint plays an important role in the maintenance of
normal posture. GRAY (1944) regarded each limb as a telescopic
structure capable of exerting a longtitudinal axial thrust. Each limb
consists of a series of articulated rods whose joints possess little or
no natural rigidity. This arrangement of the skeleton is inherently un-
stable and the structure wouldimmediately collapse under the load
of the body weight. lts ability to resist flexion depends upon the
activity of the associated muscles. Internal stability of the limb is
secured by the continuous exercise of muscular effort to maintain
the position.
In the horse the muscles can be relieved from their task, to a
considerable extent, by a special arrangement of ligaments which
allows fixation of the stifle joint. This provides a patellar locking
mechanism which enables the stifle joint to be rigidly fixed so that
it will not yield even when the muscles which normally prevent
flexion are relaxed. This arrangement indirectly fixes the hoek joint
for the two articulations are joined in front and behind the tibia by
the tendinous and (relatively inelastic) cords of the M. peroneus tertius
and M. flexor digitalis superficialis which link the movements of the
hoek with those of the stifle. A change at one joint is necessarily
accompanied by a corresponding change at the other. The posterior
angle between the femur and the tibia and the anterior angle between
the tibia and the tarso-metatarsal axis are both approximately 150°
when the animal stands normally. The patellar locking mechanism
is not called into play when the body weight is symmetrically distributed
on the right and left limbs; in these circumstances the patella on
each side is located in the trochlear groove where it is held by the
tension exerted by M. quadriceps femoris.
At times, and generally when the animal is fully at ease, a greater
part of its weight will be transfered to one hind limb and it is then
that the stifle and hoek joints are fixed. This is achieved by hooking
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the patella over the prominent upper extremity of the medial trochlear
ridge. The patella is brought into this position by the contraction of
the quadriceps muscle and when lodged in place the patellar fibro-
cartilage and the medial angle of the bone rest upon the projecting
medial trochlear ridge while the medial and middle straight patellar
ligaments pass one to each side of this. The quadriceps is now relaxed
but the patella is securely fixed and the body weight is unable to
flex the joint. The tendinous bands that join the femur to the hoek
region transmit the effect to the lower joint. The distal part of the
limb is fixed by the stay apparatus of the fetlock, which needs no
further consideration here.
2.3.2 Functions of the joint during progression
The following account of the function of the stifle joint during
consecutive phases of the normal walking gait is based upon the
description by NICKEL et al. (1961) (Fig. 2). They divided the stride
into four phases:
Thrust phase;
Raise or lift of the hind limb;
Swinging and
Supporting phase.
Fig. 2. Phases of the normal walking gait of the horse:
1.   Raise or lift of the hind limb
2.   Swinging phase
3.   Supporting phase
4.   Thrust phase.
(After Nickel et al.)
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During the thrust phase., the stifle joint is pulled backwards
and simultaneously straightened by the hamstring muscles (Mm. biceps
femoris, semitendineus and semimembranaceus) and since accessory
tendons from these muscles run to the tuber calcis they also help
to extend the hoek joint. During the lift phase the foot loses its
contact with the ground and at this stage the flexor muscles bend the
stifle joint and bring the limb into the swinging phase in which the
stifle joint and the limb as a whole moves forward in a sagittal plane.
At the end of this phase all the joints of the limb are again extended
as the leg prepares itself for the supporting phase, in which the
M. quadriceps femoris plays the most important role in extending the
stifle joint just as it does in maintaining the normal posture when the
animal is at rest.
Although rotational and translatory movements are found in the
stifle joint yet its principal movements are extension and flexion.
2.3.2.1 Extension
Extension of the stifle joint is performed by a powerful group
of muscles which are situated on the dorso-lateral aspect of the thigh.
The muscles which are mainly concerned are: M. tensor fasciae latae
originates from the tuber coxae and inserts by means of a thick fascial
sheet on the patella, the lateral patellar ligament and the tibial crest.
It flexes the hip and extends the stifle joint.
M. biceps femoris originates from the dorsal and lateral sacro-
iliac ligaments, the gluteal and coccygeal fascia and the tuber ischii:
it divides before insertion and attaches to the femur (near the tibial
tuberosity), the anterior surface of the patella, the lateral patellar
ligament, the tibial crest and finally to the tuber calcis and the crural
fascia. Contraction of the part which inserts on the patella and the
tibial crest extends the stifle joint when the foot is in contact with
the ground (closed chain positon) but flexes the joint when the lower
part of the limb is free to move backwards, as happens during the
swinging phase of progression (open chain position). The action of
the biceps femoris is applied to the hoek directly by means of the
accessory tendon, indirectly by means of the linkage of the stifle and
hoek joints.
M. quadriceps femoris is a large mass situated in front of the
femur. It has four heads. M. rectus femoris originates from the shaft
of the ilium and inserts on the upper two-third of the patella. M. vastus
lateralis lies on the lateral side of the femur between the trochanter
major and patella: it originates from the trochanter major and the
lateral border of the femur and inserts on the patella. M. vastus
medialis is situated on the dorso-medial side of the femur: it originates
from the distal third of the neck of the femur and inserts on the
patella and its fibrocartilage, continuing on to the medial patellar
ligament. M. vastus intermedius is covered by the preceding three
heads of the quadriceps and lies close to the femur: it originates from
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the anterior surface of the femur and the tendinous covering of the
vastus medialis and inserts on the patellar base and the uppermost
border of the femoro-patellar joint capsule. All four heads collectively
extend the stifle joint whereas M. rectus femoris has a secondary
action in flexing the hip and M. vastus intermedius during extension
maintains tension in the femoro-patellar capsule.
2.3.2.2 Flexion
There are no muscles which function purely as flexors of the
stifle joint, although the popliteus approaches this most closely. There
are however a number of muscles, normally considered as acting
primarily on other articulations, which have an important effect upon
the stifle joint. Of the hamstring muscles the biceps and the semi-
tendineus can flex the stifle joint although this action is confined to
a part of the biceps femoris during the swinging phase, The gastro-
cnemius is more often regarded as an extensor of the hoek, but its
potential role in stifle flexion must not be overlooked. The superficial
digital flexor is largely tendinous and may transmit hoek flexion to
the higher joint through a purely mechanical effect in conjunction
with the activity of other muscles at the stifle joint. The digital
extensor and the tibialis anterior muscles flex the hoek and because
of the conjunction of movements at the two joints must be considered
as flexors of the stifle also. These muscles are not much related to
the clinical conditions hence their description and attachments are
omitted in this work.
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CHAPTER 3
BIOMECHANICS
3.1     Introduction
In the preceding chapter the stifle joint was described as it
appears in the dissection room and a general account was given of
the participation of this joint in the movements of the hind limb
during normal walking. In this section it is proposed to consider the
manner of action of the joint in somewhat greater detail since it is
clear that a knowledge of the normal behaviour of the components
of the joint is a prerequisite for any informed discussion of the ab-
normalities that are encountered in practice.
Articular biomechanics is a highly specialised subject and the
precise evaluation of the movements requires a metrical technique
and a mathematical analysis that are beyond the scope of this work.
But the general principles can be sufficiently appreciated at an ele-
mentary level.
The stifle joint may be regarded as an example of a hinge joint
or ginglymus, a class of articulation in which the movements are
theoretically confined to swinging (extension and flexion) in the one
plane. *) This implies that one (male) surface is shaped like a portion
of a cylinder and that the other (female) surface is of the corres-
ponding hollow form. In fact no joint attains this ideal condition and
it is usual for the male surface to resemble part of a truncated cone:
thus its backward and forward movements over its partner involve a
spin or rotation about its longitudinal axis. This spin is an inevitable
accompaniment of flexion and extension and is known as conjunct
rotation (MacCONAILL — 1966).
3.2    Spin or Rotation
Swinging movements take place between the femur, the menisci
and the tibia; spin involves the movement of the femur and the
menisci upon a fixed tibia. During extension and flexion of the stifle
joint the movements of the femur are not confined to a sagittal plane.
BARNETT (1954) pointed out that in man the spin movement is
brought about by the fact that the disto-proximal axes of the femoral
condyles are not parallel; this mechanism further prevents damage
to the articular surfaces when the movement of the joint comes to
*) The femur and tibia in fact articulate by means of paired articular con-
dyles and the category "condylar joint" is, in the more recent literature often
applied to this type of articulation. The movements of the two surfaces are
inseparably associated and as the advantages of the more complicated clas-
sification are rather esoteric the familiar designation is retained here.
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a sudden stop, which he compared with a wooden box having two
tapes of different lengths (Fig. 3).
Fig. 3. Wooden box having two tapes of different lengths
A.  Further opening of the lid is checked by one of the tapes.
B.   After removing three screws the lid further opens till the second
tape also checks the movement of the lid. Here the lid has rotated
on the remaining screw.                                     (After Barnett et al.)
It is also clear that the profile of each condyle is not circular
but spiral and alterations of the radii of curvature in different positions
of the joint further complicate the movements. It is obvious upon
inspection that there is a small but constant difference between the
radii of medial and lateral femoral condyles. This implies that during
extension the femoral condyles roll forward upon the table provided
by the tibia carrying the menisci with them; as the femur approaches
the position of extreme extension it undergoes inward rotation, limited
in amount but detectable by the eye; the medial and lateral collateral
ligaments become taut in sequence and prevent damage to the joint
(GRANT — 1938). It follows that the collateral ligaments have a
braking influence on the movements since they cause a closer packing
of the bony components of the joint. This effect of the spin movement
is therefore additional to the checking activities of the cruciate liga-
ments. To summarise, extension movement is arrested by tautening
of the medial and lateral collateral ligaments in sequence as the spin
occurs in the joint and by the anterior cruciate ligament which becomes
taut as the extension approaches; the initial stages of flexion movement
is foliowed by relaxation in reverse sequence of the collateral liga-
ments; the posterior cruciate ligament becomes taut as flexion pro-
gresses.
An even more striking peculiarity of the stifle articulation is the
very marked incongruence of the femoral and tibial surfaces. This
incongruence is reduced by the interposition of the menisci, semilunar
fibrocartilages which augment the weight bearing area of the female
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surface in all positions of the joint. Their role is obscure for while
they improve congruence it is not clear why the tibial and femoral
surfaces should be so ill-adapted in the first place. The menisci are
attached to the tibia by a series of ligaments which control their
excursions during normal movement: the lateral meniscus is attached
to the femur by a posterior ligament and follows the movements of
this bone more closely. Synovial fluid provides lubrication and facilitates
the movements within the joint.
Extension of the stifle is effectuated by contraction of the qua-
driceps femoris muscle whose pull is transmitted by the patella which
rides up in the femoral trochlea. Because of the shape of the bony
surfaces make a conjunct rotation inescapable, there is no need to
invoke the contraction of rotatory muscles to explain the simultaneous
spin, although confirmation of this assumption must await electro-
myographic studies.
Since the quadriceps muscle is most concerned with the excursions
of the patella, it was thought advisable to determine whether the
position of the joint affected the mechanical efficiency of the muscle.
This led to the determination of the hypomochlions (instantaneous
axis of rotation for the swinging movement) in normal standing
position of the joint and to the determination of the perpendicular
distances between the centre of rotation and the line of action of
the muscle.
3.3 Determination of Hypomochlions of the medial femoral condyle
Geometrically it is the momentary centre of rotation of any
curved segment of the articular surface of a joint in the sagittal plane
of symmetry and it is defined as the point of intersection of the joint
axis and the sagittal plane of symmetry. The location of the hypo-
mochlions of the medial femoral condyle was determined in ten adult
cows, five horses and five ponies. Their stifle joints were radio-
graphed in a latero-medial direction: the radiographs included the
distal extremity of the femur, the patella and the proximal extremity
of the tibia. From each radiograph, a diagram was drawn on a
transparent plastic cover and copied on the paper. The articular
circumference of the medial femoral condyle was then divided into
eight equal segments in cows and horses and into six segments in
ponies. The selected landmarks were connected by straight lines
(chords) and the middle perpendicular was drawn on each chord. The
perpendiculars of two adjacent chords were extended to intersection.
This procedure was foliowed for each pair of chords and thus four
points of intersection were obtained in cattle and horses and three
in ponies. These points are the representative momentary hypo-
mochlions of the joint (Fig. 4).
Since these points do not coincide it is apparent that there is a
combination of spin and translatory movements during swing of the
stifle joint.
22
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Fig. 4. For details see the text 3.3 and 3.4.
23
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3.4 Topographical relation between the centres of rotation and the
middle patellar ligament
The relation between the position of the middle patellar ligament
and that of the hypomochlion plays an important role in the patellar
movements. If the distance between the patellar ligament and the
hypomochlion should change during movements in the joint, this
would influence the moment of the extensor muscles about the centre
of rotation. To obtain insight into the locations of the hypomochilons
and the middle patellar ligament, the two extremities of the patellar
articular surface were joined by a line on the sketch diagram. The
middle perpendicular was erected on this line which intersected the
upper nonarticular surface of the patella. Similarly, two extreme points
of insertion of the middle patellar ligament on the tibial tuberosity
were joined by a line. The middle perpendicular which was erected
on this line also, when produced intersects the tibial tuberosity. The
points of intersection on the patella and on the tibia were joined and
this line represents the projection of the middle patellar ligament.
The perpendicular distance between the hypomochilons and the pro-
jected middle patellar ligament was measured and the results are
listed below. (These results apply to the normal standing position).
Hors es.
S.No.
AB:CD
EF:CD
GH.CD
IJ:CD
1.
98:184
89:184
74:184
72:184
1:2.21
2.
92:168
92:168
93:168
83
168
1
1.86
3.
108:199
98:199
93:199
112
199
1
1.93
4.
90:190
109:190
100:190
106
190
1
1.88
5.
92:178
93:178
98:178
88
178
1
1.88
1:1.95
average
Ponies.
S.No.
AB:CD
EF:CD
GH:CD
1.
53:85
51:85
48:85
2.
56:88
54:88
54:88
3.
57:98
55:98
51:98
4.
66:96
61:96
63:96
5.
65:123
58:123
58:123
1.67
1.60
1.81
1.53
:2.05
1:1.73
average
24
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Cattle.
S.No.
AB:CD
EF:CD
GH:CD
IJ:CD
1.
94:167
75:167
70:167
68:167
1:2.20
2.
96:178
88:178
86:178
84:178
1
2.01
3.
103:164
98:164
90:164
81:164
1
1.76
4.
95:166
81:166
79:166
79:166
1
1.99
5.
96:152
85:152
83:152
79:152
1
1.77
6.
83:181
80:181
75:181
81:181
1
2.21
7.
88:159
81:159
83:159
71:159
1
1.97
8.
94:169
91:169
86:169
84:169
1
1.90
9.
96:176
99:176
96:176
96:176
1
1.81
10.
98:168
79:168
77:168
85:168
1
1.99
average
1
1.96
For the execution of normal swing movements in the stifle joint
it is essential that the patella remains in the trochlea. With reference
to Fig. No. 4 it appears that extension (when the patella is placed
on the proximal part of the trochlea) results in shifting the middle
patellar ligament closer to the femoral trochlea; the position of the
hypomochlions A.E.G. moves backward during the rotation of the
femur and in flexion the patella slides forward carrying the ligament
away from the femoral trochlea but the hypomochlions I.E.G. move
forward. It is found that the topographical relation between the hypo-
mochlions and the middle patellar ligament is not significantly changed.
This implies that so f ar as the influence of the location of the ligaments
is concerned there is an invariable tension on the patella and its con-
nected structures and the patella remains in normal articulaüon during
rest and movement.
3.5 Discussion
It is well known that movements in the stifle joint are not per-
formed in isolation; there is always a combination of two or more
movements. It has been observed that a horse resting in the stall will
have its joint locked in extension to give rest to the muscles. In this
state it is necessary to unlock the joint in order to initiate flexion of
the limb: this is done by contracting the extensor muscles first and
thereafter flexion may occur in the normal fashion. Swing movements
are always combined with spin at the stifle joint. Any defect in this
unlocking mechanism of the stifle joint can result in a clinical patellar
fixation.
It is an usual circumstance for the patella to rest over the
trochlea and lock the stifle joint when a horse is resting in its stall,
25
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but when the structures which unlock the joint are not functioning
normally patellar fixation may result. WILLIAMS (1906) was of the
opinion that hooking of the patella over the medial trochlear ridge
is an anatomical impossibility so long as the joint structures remain
intact, but this is not so. From this study and general clinical ex-
perience it is evident that biomechanical factors have a great influence
upon the development and manifestation of patellar fixation. The
patellar mechanism can be influenced by means of orthopaedic
measures such as corrective trimming and shoeing.
26
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CHAPTER 4
FUNCTIONAL DISORDERS OF THE FEMORO-PATELLAR
ARTICULATION
4.1 Terminology
The normal function of the femoro-patellar joint can be dis-
turbed by fixation and luxation of the patella. The first clinical
description of any of these conditions was given by BENARD who
in 1828 described patellar lateral luxation in foals. Since then many
functional disorders in which the situation and position of the patella
is displaced from its normal position have been registered under the
terms luxation, or subluxation or, especially more recently, fixation.
Theoretically displacement of the patella can occur in dorsal, ventral,
lateral and medial directions. WILLIAMS (1906) provided a lucid
description of some aspects of patellar dorsal fixation and concluded
that there is never a true luxation of the patella. A year later
MERILLAT (1907) described dorsal patellar fixation as pseudo-
luxation, and claimed that it was probably caused by spasm of one
or more muscles of the thigh. In 1912 SEYFFERTH classified pa-
tellar disorders in horses as:
I.    Stationary dorsal subluxation
II.    Habitual dorsal subluxation
III.     Stationary lateral subluxation
IV.     Habitual lateral subluxation
V.
    Stationary medial subluxation.
While going through the literature one can distinguish two
opinions. One group of authors described and discussed the clinical
picture of (dorsal) fixation of the patella under the general heading
of luxation, dislocation or displacement. Others prefered to include
the term fixation or re tention in the title they gave to the condition,
emphasizing by their choice of word the belief that the patella was
not disarticulated as the word luxation would imply.
(1) Luxation des rotules
Benard..........1828
Dislocation of the patella
Godwin..........     1845
Youatt..........     1848
Gloag       ..........     1849
Waters..........     1854
Saunders..........     1882
Merillat..........     1907
Cocharn..........     1912
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Patellar luxation
Williams..........     1879
McCall..........     1892
Bauman..........     1905
Outward dislocation
Steel...........     1881
Hill...........     1882
Upward luxation or luxatio patellae dorsalis
Wooldridge.........     1934
Hartog..........     1941
Habitual luxation
Schimmel & Van Veen.....     1909
Berge & Muller.......     1965
Chronic luxation
Rahimuddin........     1944
Pillai...........     1944
Venkataraman........     1947
Intermittent or recurrent luxation
Mitchell..........     1949
Patra...........     1954
Chronic subluxation
Gadgil..........     1963
(2) Upward jixation
Williams..........     1906
O'Connor.........     1938
Vaughan..........     1960
Adams..........     1962
Cresswell & Smythe......     1963
Delhanty..........    1963
Momentary upward jixation
Curtis...........     1961
Dorsal jixation
Hoffman..........    1963
Frank...........     1964
Hickman..........     1964
Upward r et ent ion
Hickman & Walker......     1964
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4.1.1
A currently favoured classification of the functional disorders of
the patella is as follows:
r- Recurrent or intermittent
r- Dorsal _|
Fixation
(Retention)
*— Permanent
i— Recurrent
L Ventral
Patellar
Affections
i— Lateral _|
Luxation
(Dislocation)
•— Permanent
L- Medial
Conditions listed in this classification are primary functional
disturbances: most are idiopathic in nature. It is evident that fixation
and luxation of the patella can also be found as secondary affections:
the most important are:
a)   dorsal fixation of the patella following coxo-femoral dislocation in
ponies,
b)  patellar luxation due to paralysis of the femoral nerve in calves.
29
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4.2 Dorsal fixation of the patella
4.2.1 Recurrent dorsal fixation
This condition is not apparent in resting animals in which the
patella occupies its normal position in relation to the femoral trochlea.
It is manifested during progression by an intermittent fixation of the
patella through the hooking of the medial patellar ligament over the
prominent upper extremity of the trochlear ridge.
4.2.1.1     Aetiology
The fixation may be unilateral or bilateral GODWIN (1845).
In horses it occurs most frequently in young animals with a faulty
conformation of the hind limb FITZWYGRAM (1869), CRESSWELL
& SMYTHE (1963), HOFFMAN (1963), and in debilitated animals
O'CONNOR (1938), ADAMS (1962) and HICKMAN (1964). In
cattle RAHIMUDDIN (1944), PILLAI (1944), VENKATARAMAN
(1947), PATRA (1954) and GADGIL (1963) reported it to be a
frequent condition affecting young working bullocks. MITCHELL
(1949) suggested that this disfuncton of the patella is due to damage
to the nerve supplying the quadriceps femoris muscle. Further, HOFF-
MAN (1962) and CRESSWELL & SMYTHE (1963) pointed out
that it may be congenital or hereditary in ponies. It may also be
caused by laceration or elongation of the ligamentous structures
through trauma GLOAG (1849), MERILLAT (1907) and COCHRAN
(1912). It is also caused by the relaxed condition of the patellar
ligaments HILL (1882).
4.2.1.2     Symptoms
When the animal is first removed from the stable the condition
makes itself evident by occasional jerky steps during otherwise normal
progression. It frequently disappears as the animal "warms up" with
mild exercise. The duration of the warming up process is irregular
and it may take some considerable time to get rid of the symptoms.
In due course as the condition progresses the symptoms become more
frequent and the gait more obviously disturbed. There is a general
agreement upon the symptoms that are associated with this condition;
the stifle and the hoek joints are periodically fixed in extension and
this gives the limb an unusual rigidity, while over-flexion of the
fetlock causes the toe of the hoof to drag upon the ground during
progression (Figs. 5—6).
On clinical examination the patella is some times found to be
unusually mobile and in these cases it can readily be carried dorsally
by slight manual pressure; if this is done and the animal induced to
move, the typical "locked" gait is shown and later, when the patella
frees itself, a thudding sensation may be detected. The symptoms may
be induced to appear in an exaggerated form by circling the animal
30
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Fig. 5. The left hind limb of a Fig. 6. Cow with permanent dorsal
horse affected with perma-
                     fixation of the patella of
nent dorsal fixation of the                     the right hind limb. Note
patella.                                                    typical posture of the af-
fected limb.
with the affected limb on the inner side, while circling in the opposite
direction with the affected limb outermost, lessens the symptoms.
Certain patients which walk normally may show a mild degree of
stiffness of the affected limb when trotting.
4.2.1.3 Treatment
Survey of the literature has shown that clinicians have practised
different kinds of treatments with varying success. In horses, con-
servative treatment as rest, massage, fomentation, attention to the diet
and mild exercise were advised by YOUATT (1848), WOOLDRIDGE
(1934), O'CONNOR (1938) and HOFFMAN (1963). More vigorous
measures such as blistering, firing and injection of counter irritants
were advocated by GODWIN (1849), WATERS (1854), SAUNDERS
(1882), COCHRAN (1912), SHUTTLEWORTH (1935), ADAMS
(1962), HICKMAN (1964) and SILBERSIEPE & BERGE (1965).
An orthopaedic treatment was introduced by GLOAG (1849) who
designed a special shoe, with calkins and a long projecting toe, which
was fitted to the affected limb with the object of keeping the stifle
joint more flexed. Later NYFFENEGGER (1951) modified this me-
chanical principle and prepared a shoe with the outside branch higher
31
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and longer than the inside one and shortened the toe as much as
possible. When these less drastic methods fail to cure the affection,
the last resort of most surgeons is tenotomy of the medial patellar
ligament, an operation which results in disappearance of the described
syndrome of patellar dorsal fixation.
4.2.1.3.1 Non-operative
In general these are based on the foliowing suppositions; first
there is slight lengthening or weakening of the straight patellar liga-
ments caused by overstrain in poor conditioned and young animals
which are put to work too early without adequate training (working
bullocks and draught horses) and by accidental overextension of the
stifle joint; secondly the disturbances of the biomechanics caused by
faulty conformation and subsequently abnormal function of the leg
result in disturbances of the normal forces in the femoro-patellar
articulation. The uncertainities of aetiology and pathogenesis have
led to several methods of non-operative treatment, most of which are
empirical.
The treatments described below which are based upon anatomical
and biomechanical considerations are routinely employed in the
Utrecht clinic.
Corrective trimming and shoeing is one of the methods used to
prevent the patella from being locked. It provides raised lateral and
lowered medial quarters of the hoof, causing correction of the ab-
normal stresses in the femoro-patellar joint. At times a shoe with
calkins is fitted to the affected limb and this results in greater state
of flexion of the joint and increased tension in its ligaments.
The second non-operative method assumes that strengthening and
shortening of the medial patellar ligament will result from the inflam-
mation and fibrosis that follow injection of counter-irritants in and
around it. This treatment can be supported by corrective trimming
or shoeing of the hoof. After the injection of counter-irritants the
animal is given rest for four to six weeks. Some authorities elsewhere
advise increasing amount of exercise from the second day foliowing
injection and claim that the animal will be sound by the end of the
fourth week.
In the period of two years, nine horses and twentyfive ponies
were treated by the methods described above. The horses were divided
into two groups: (1) four horses were treated only by corrective
trimming and shoeing, (2) in five horses counter irritants were injected
in and around the medial patellar ligament and this treatment was
supported by corrective trimming.
All the ponies were treated by the injection of counter irritants
in addition to corrective trimming of the hoof. They were also divided
into two groups: (1) ten animals were given increasing amount of
exercise after the third day of injection, (2) fifteen ponies were rested
for four to six weeks after the injection.
32
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Results
Among the horses, three out of four in the first group and four
out of five cases in the second group recovered from the recurrent
dorsal fixation of the patella. Among ponies, seven out of ten in the
first group and ten out of fifteen in the second group recovered from
the affection.
Tenotomy of the medial patellar ligament was later performed
upon two horses and eight ponies which were not cured by the first
treatment.
4.2.1.3.2 Operative
Consideration of the functional anatomy and biomechanics of
the femoro-patellar joint will suggest that tenotomy of the medial
patellar ligament will cause a disturbance to the normal conformation
and function of the limb. Surgery therefore cannot be accepted as
the treatment of first choice in horses, particularly in those patients
which one suspects will be put to work at an early date after the
operation (race and draught horses and trotters).
In cattle which are mainly used for milk and meat production
it is possible to accept more readily those changes in the normal
conformation of the joint which are expected to result from the
operative treatment. In practice it seems that tentotomy in draught
cattle produces no alarming functional disturbances of the femoro-
patellar joint and this treatment is recommended in this species.
Technique: Tenotomy can be performed in the standing position
in both horses and cattle. The site of the skin incision is indicated
by a small depression that may be feit between the middie and medial
patellar ligaments above their insertion on the tibial tuberosity. The
operational site is shaved and painted with tincture of iodine. Local
anaesthetic (2 % xylocaine, 2—5 ml.) is injected subcutaneously over
and around the ligament. Sterile surgical gloves are worn and the
usual aseptic precautions observed. A small incision is made in the
skin between the middie and the medial patellar ligaments, taking
care not to penetrate the joint capsule. A tenotom (Fig. 7) is then
pushed through the skin incision under the medial patellar ligament
Fig. 7. Tenotom.
33
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and its cutting edge is then directed towards the ligament. The teno-
tom is now slowly moved while strongly pressed against the ligament
which is normally transected in a single movement of the blade.
Severance of the ligament is indicated by the development of a deep
depression between the cut ends. If the ligament is not completeiy
transected the procedure is repeated. The skin incision is then closed
with one or two sutures.
Sometimes the temperament of the animal prevents the perfor-
mance of this operation in the standing position. In these cases
tenotomy is performed after casting. Animals are casted on the af-
fected side and properly secured: the tenotomy is then performed
as described above.
Results: During the period of this study twenty cows, two horses
and ten ponies were operated upon for tenotomy of the medial patellar
ligament. The operation was succesful in every case.
4.2.2 Permanent dorsal fixation of the patella
4.2.2.1     Symptoms
This condition though more prevalent in young working cattle
is not uncommon in horses and ponies. It is caused by those factors
which have been described in the preceding section. When the animal
is forced to move, the leg is carried rigidly with the fetlock flexed and
the toe dragged on the ground and the weight is supported by the
flexed digit. When an attempt is made to back the animal it often
refuses to move. Sometimes these symptoms are spontaneously relieved
and the animal walks a few steps apparently normally, only to become
lame when the patella is again locked. This condition leads to an
adaptation of the gait in which the leg is brought forward in abduction
in the swinging phase, without flexion of the hoek and stifle joints.
4.2.2.2     Treatment
Certain early authors FITZWYGRAM (1869), WILLIAMS
(1879), STEEL (1881) and HILL (1882) treated this condition in
horses by vigorous manipulation: when the patella was unlocked
they pulled the limb forward and tied it around the neck with the
help of a rope and kept it for 2—3 days in order to prevent the
patella from becoming locked again. In a method formerly employed
in the UTRECHT clinic, in horses the limb was tied and kept in
flexed position for 48 hours after dislodgement of the patella. In
cattle and ponies having permanent dorsal fixation of the patella,
tenotomy is performed as already described without trying the less
drastic methods. Tenotomy was performed successfully in twelve cows,
five ponies and two horses suffering from permanent dorsal fixation
of the patella. There was no failure.
34
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4.2.3 Dorsal fixation of the patella due to coxo-femoral dislocation
in ponies
In the UTRECHT clinic three cases of permanent dorsal fixation
of the patella along with the hip dislocation in ponies were encountered
during the period of study (1965—68). These ponies were presented
in the clinic with the history of stiffness and lameness in one of the
hind limbs. The owners had no information about trauma which is
possibly the cause of this condition.
4.2.3.1     Symptoms
Upon clinical examination it is noticed that the animal walks
with marked stiffness of the affected limb. The limb is unable to
flex and is held in abduction. When the animal is forced to move,
he does so with great reluctance because of the pain and mechanical
impediment. While standing it is noticed that the affected limb is
short and supports little of the body weight; in motion it is carried
in abduction rather than dragged on the ground as in typical cases
of patellar dorsal fixation. When passive flexion of the limb is at-
tempted it is not possible to dislodge the patella from its locked
position. Examination by palpation of the hip region reveals the dis-
placement of the femoral head. Movements in the hip joint are
extremely painful and the animal even falls on the ground during
examination. At this stage a tentative diagnosis of hip dislocation was
made. Confirmation of the clinical diagnosis was obtained by radio-
graphy.
4.2.3.2     Prognosis and treatment
The prognosis is poor in ponies in which patellar dorsal fixation
is combined with hip dislocation, mainly on account of the latter
condition. In one case the fixation was relieved by performing tenotomy
of the medial patellar ligament. After the operation the patella was
no longer fixed but the animal was still unable to flex the stifle joint.
Dislocation of the hip is the primary affection in these cases
and it is postulated that the patella is caught in dorsal fixation at the
time of trauma. Due to the antero-dorsal displacement of the femoral
head there is a considerable abduction of the limb and the patella,
hooked fast over the trochlear ridge, is unable to dislodge. The normal
function of the stifle joint does not return even after tenotomy because
dislocation of the femur deprives the rectus femoris muscle of its
normal leverage. Hip luxation in these cases results in disturbances
of the mechanics of the femoro-patellar joint because of the accom-
paning dorsal fixation of the patella. Tenotomy of the medial patellar
ligament corrects the fixation of the patella but it allows little or no
additional movement of the stifle and hoek joints because of the
muscular derangement.
-ocr page 33-
4.2.4 Discussion
WILLIAMS (1906) pointed out that in this condition there is
no true luxation of the patella and no hooking of the medial patellar
ligament over the internal ridge of the trochlea as had been described
in the literature. He put forward the following argument in support
of this; the condition invariably occurs spontaneously in horses stan-
ding in the stall where there is no history of violence or trauma.
According to him hooking of the medial patellar ligament is an ana-
tomical impossibility as the fatty cushion and the aponeurosis of the
stille joint prevent the patella from being hooked fast. During the
initial stages of flexion the tension upon the patella tilts it and tends
to cause the patella to slip readily downward over the troclhea. He
insisted that hooking of the ligament is impossible as long as the
joint structures are intact.
MERILLAT (1907) discussed the clinical aspects of patellar
fixation in detail and stated that patellar fixation is more of muscular
than an articular defect. In dorsal patellar fixation the patella neither
occupies an abnormal position nor is its retention apparatus injured.
He pointed out that the condition is prevalent only in long-standing,
hard working and more fleshy horses and that it was undoubtedly
true that horses which sleep while standing are more susceptible. He
was of the opinion that the patella is fixed against the trochlear lip
by "muscular cramps", resulting in increased femoro-tibial angulation.
He stated that the patella was often seen to be fixed on the flattened
upper part of the trochlear surface.
Having regard to the functional anatomy and the biomechanics
of the stifle joint, it is also my opinion that there is no true luxation
of the patella. During extension the patella glides high over the
femoral trochlea and in flexion it slides downwards and forwards.
This movement of the patella is mainly controlled by the quadriceps
femoris and biceps femoris muscles. It is normal for a horse to lock
its stifle joint while resting on one hind limb. At this stage the
quadriceps femoris muscle is relaxed removing the tension from the
patellar base, which results in a slight rotation of the patellar base
and forces the apex to submerge between the trochlear ridges. This
results in the patella resting on its apex and the fibrocartilage which
is firmly hooked on the upper part of the medial trochlear ridge while
maintaining proper tension in the patellar ligaments. At this stage the
stifle joint is fixed. The objection raised by WILLIAMS (1906) against
the hooking of the medial patellar ligament is not valid. When a
horse is moved in a circle with the affected limb inside, or when he
is backed out, the symptoms of patellar fixation are more prominent
because inward rotation of the femur facilitates the hooking of the
medial patellar ligament over the medial trochlear ridge.
In normal progression flexion of the stifle is preceded by
extension during the thrust phase. Contraction of the extensor muscles
pulls the base of the patella and tilts the bone, lifting the apex from
36
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the trochlear groove and it is this adjustment in patellar position that
allows the descent of the bone during flexion. This tiiting of the
patella may not be effectuated in cases having patellar dorsal fixation,
which may be a muscular disfunction resulting from poor condition,
over work, congenital or hereditary faulty conformation of the limb,
faulty shoeing, nervous disorders and malnutrition.
In horses patellar fixation is noticed when the animal is moved
out of the stable in the morning or after a long standing rest.
In cattle patellar fixation is invariably first manifested by spas-
modic lifting of the limb which slowly progresses to be of permanent
nature. This difference may be due to the musculature, which in
horses is more powerful than in cattle. In cattle it is most frequently
noticed in working bullocks particularly in the morning after a hard
day's work; the animal walks stiffly and the movements of one or
both the hind limbs proceed by jerks. In a few days the condition may
progress to a permanent fixation of the patella, but when the animal
is given a little exercise the symptoms are often temporarily relieved.
This suggests that it is a functional derangement which is manifested
through the patellar fixation. Treatment in such cases is symptomatic.
Before attempting to correct the patellar fixation one must realise
that overstretching of the ligaments allows the patella to remain in
the dorsal position. Methods available for the surgical correction of
this condition are shortening and strengthening or transection of the
medial patellar ligament; the effect in each case is to make locking of
the patella by hooking over the medial trochlear ridge impossible.
Corrective trimming and shoeing of the affected limb aims towards
the correction of the biomechanics of the stifle joint. It provides and
additional flexion of the stifle joint which prevents the patella becoming
fixed dorsally.
4.2.5 Ventral fixation of the patella
An unusual case of ventral fixation of the patella in a horse was
described by LEUTHOLD (1959). The horse was found sweating
in the stable with the right stifle joint flexed and held in adduction.
Clinically it was diagnosed that the patella had fixed under the con-
dyle which was confirmed by radiographs. Suddenly the horse became
normal before any treatment was attempted. The author gave his
opinion that while resting on the ground the horse might have been
frightened by the traffic and suddenly attempted to rise. It was con-
jectured that during the process of getting up, the patella got locked
under the fossa intercondyloidea femoris and retained in this position
by the cramp in the M. quadriceps femoris. In time, with the res-
toration of normal function to the M. quadriceps femoris, the condition
relieved itself spontaneously.
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4.3 Lateral luxation or subluxation of the patella
Luxation and subluxation are the first to be described of the
mechanical affections of the patella and were first reported by
BENARD (1828). Since then many authors have reported these
conditions under a confusion of different titles. Theoretically luxation
of the patella may occur towards; (1) lateral, (2) medial, (3) dorsal
and (4) ventral directions. Patellar luxation is congenital or traumatic
in origin and is foliowed by inflammatory changes due to overstret-
ching or laceration or even rupture of the articular and periarticular
structures. In different cases the joint capsule, patellar ligaments,
adjacent muscles, nerves and even the femoral trochlea and the
patella itself are involved. The congenital form of patellar luxation
may be apparent at the time of birth or noticed later during the growth
of the animal. Traumatic patellar luxation both in horses and cattle
is occasionally described in the literature and a few cases have been
encountered in this clinic during the last two years. In a number of
calves paralysis of the femoral nerve was first wrongly diagnosed as
lateral luxation of the patella this becomes clear within a few days.
Although the congenital form of lateral subluxation of the patella
has long been known to occur in horses as yet no reports of the
condition in ponies are found in the literature. In recent years Shetland
ponies in the Netherlands are found to suffer more and more often
from congenital lateral luxation of the patella.
4.3.1 Recurrent lateral (sub) luxation of the patella
During movement of the limb the patella moves between its
normal articulation over the trochlea and the lateral luxated position,
sometimes making clicking sounds in its passage.
4.3.1.1 Aetiology and incidence
Lateral luxation of the patella in horses was first reported by
BENARD (1828). He described this condition in foals and believed
it to be congenital: he recognised two varieties, partial and complete
luxation of the patella. In 1935, PFEIFFER gave a detailed account
of this condition in cold blooded foals. He was of the opinion that
this condition is hereditary. In such cases the patella is movable to
the lateral side. The lameness is aggravated when they are put to
work. There is no overextension but the leg is slightly flexed at both
the stifle and the hoek joints during the supporting phase. At times
a clicking sound produced by the patellar movements may be heard
when the animal walks. The joint cavity is distended and a fluctuating
painless swelling (hydropsy) occurs. NYFFENEGGER (1951) reported
seven cases of patellar lateral luxation in foals and horses. According
to him the patella may become luxated when the horse is in process
of rising up from the ground. The stifle and the hoek joints are flexed
and adducted. KOCH et al. (1957) produced evidence that the patellar
luxation in cold blooded horses may be genetic in origin due to a
3S
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recessive factor. Among the cases mentioned were two foals from the
same sire, one of which had bilateral and the other unilateral patellar
luxation. SILBERSIEPE and BERGE (1965) believed it to be of
rare occurrence in both horses and cattle.
Since 1965, the author had the opportunity to study the cases
of recurrent lateral luxation of the patella in the UTRECHT clinic.
All the cases presented during this period were ponies. No patiënt
having recurrent lateral luxation of the patella had a history of trauma
and the condition appeared to be congenital in every case. It becomes
evident as the animal grows and if not, it may be first noticed when
the animal is examined for soundness or when put to work. In these
cases the patella is generally found to be placed laterally over the
femoral condyle. In advanced stages a gono-trochlitis develops with
the features of a degenerative osteo-arthritis. Increasing numbers of
such cases are now found in Shetland ponies.
HERMANS (1968) is of the opinion that this condition is
hereditary. He bred Shetland ponies having lateral luxation of the
patella. Where the sire and dam are both affected the offspring also
suffered with patellar luxation; the same sire produced two foals from
a normal mare; of these one was normal and the other affected.
4.3.1.2     Symptoms
Upon clinical examination it is generally observed that by mani-
pulation the patella can easily be moved sideways and when replaced
over the trochlea it spontaneously reluxates laterally as soon as tension
is created in the extensor apparatus. During the supporting and thrust
phases of the gait the patella remains dislocated laterally. While the
limb is in the lift and the swing phases the patella occupies its normal
place over the trochlea, but dislocates laterally as soon as the limb
prepares itself for the supporting phase: this cycle of patellar move-
ments is repeated at every step. These abnormal movements of the
patella result in disturbances of the function and biomechanics of the
stifle joint. The animal stands in a normal posture and shows no dis-
comfort. When viewed from behind it is found to have turned-in "cow
hoeks" and abducted stifle and foot. On examination in trot the
lameness of the affected limb is most pronounced; the leg is stiff and
not fully extended, the pony goes at times at a "bumping trot" and
a clicking sound may be heard as the patella moves to and fro between
the trochlea and the place of luxation. Sometimes the degree of
patellar displacement is so small that it may not interfere with the
movements of the stifle joint and does not produce typical clinical
symptoms. The affected stifle joints were radiographed and revealed
the lateral displacement of the patella (Fig. 8).
4.3.1.3     Treatment
Several authors have tried different kinds of treatments with
unsatisfactory results. BENARD (1828) treated this condition by
39
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Fig. 8. Postero-anterior and latero-medial radiographs of a stifle joint having
recurrent lateral luxation of the patella. There is lateral placement
of the patella.
reducing the patella and attempting to retain it in normal articulation
by means of a special bandage. Before applying the bandage the joint
was rubbed with turpentine oil to produce hyperaemia. The bandage
was kept in place for fifteen days. SEYFFERTH (1912) and
PFEIFFER (1935) pointed out that treatment of lateral patellar
luxation is of little value once gono-trochlitis has developed; blistering,
firing and rest may be tried. SILBERSIEPE & BERGE (1965)
also suggested blistering the stifle and giving rest to the animal, but
held out little hope of recovery. Lateral luxation of the patella results
in mechanical flexion of the stifle and the hoek joints, though the
severity of these is much less in the recurrent form than in permanent.
It is clear that no good results can be expected from the conservative
treatments, particularly when gono-trochlitis has occurred.
In the UTRECHT clinic the solution for lateral luxation of the
patella was found through operative treatment. The principle under-
lying the surgery is removal of the tension exerted by the fascia,
muscles and ligaments which tends to pull the patella laterally. The
patella is then repositioned over the troclhea and anchored there by
reinforcement sutures at the medial side.
The operation is performed under general anaesthesia as is
described in the section 4.3.2. The amount of tissue which is cut
in order to free the patella from the lateral pull is less in this form
than in permanent lateral luxation.
40
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During the period of study eight ponies aged between four
and eight months were operated upon for recurrent lateral luxation
of the patella: five of these animals had bilateral and three unilateral
luxation.
4.3.1.4 Results
Evaluation of the results was complicated by breakdown of the
surgical wound following early removal of the sutures from three
joints. Debridement and resuturing resulted in good healing. Three
out of eight ponies had weak and deformed joints after the surgical
treatment. Two of them were euthanised and studied postmortem
(4.3.4). Five ponies have good functional use of the operated limb.
Radiographs were taken to check the placement of the patella which
proved to be satisfactory and in normal articulation over the trochlea
(Fig. 9). Here it may be emphasized that increasing age and size of
the ponies do not favour success: better results are normally obtained
where the foals are operated upon within a few days of birth.
Fig. 9. Stifle joint as in fig. 8 after operation. The patella stays in its normal
articulation.
4.3.1.5 Experimental study
Ponies with recurrent lateral luxation of the patella are generally
operated upon when the condition is first observed by the owner.
However, one pony was successfully treated by operation at the age
of two years. In adult ponies the muscles are fully developed and
this is disadvantageous as it is then more difficult to immobilise the
41
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limb in a piaster cast after the operation. When the mechanism of
lateral luxation of the patella is studied it becomes clear that it is
the lateral pull of the muscles which luxates the patella. In order to
counteract this pull a stainless steel plate was designed (Fig. 10).
This plate is fixed to the femur and prevents lateral displacement
of the patella. The experimental study was conducted in four ponies
having lateral luxation of both patellae.
Fig. 10. Stainless steel plate when fixed on the femoral condyle, its flanged
part protects the patella from lateral luxation. (magnification 1 x 2.5)
Operation
The operation is performed under general anaesthesia and all
those structures which are responsible for the lateral pull upon the
patella are severed from their attachments to this bone. The patella
is then restored to the normal anatomical position over the trochlea
and the limb is passively flexed and extended several times to make
sure that the patella is capable of normal excursions over the femoral
trochlea. The stainless steel plate is now fixed over the lateral femoral
condyle, adjacent to the trochlear ridge, in such a way that its pro-
jecting flange will oppose any tendency for the patella to reluxate.
Care is taken to avoid injury to the capsule and penetration of the
42
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joint when the screws which retain the plate are put in position. After
the plate is secured in position the limb is again manipulated to verify
that there is no tendency for the patella to deviate from its correct
course and to confirm that the plate offers no obstruction to normal
movements. Once satisfied upon these points the operational wound
is closed in the usual way (fig. 11).
It is unnecessary to immobilise the limb in a piaster cast. Anti-
biotics are administered systemically for four to six days. Five stifle
joints were operated upon in this fashion, the remaining three being
left untreated to provide controls.
Fig. 11. Postero-Anterior and Latero-Medial radiographs of the stifle joint
having recurrent lateral luxation of the patella which was operated
for the Stainless Steel plate fixation. (for details see the text).
Observations and conclusion
Four of the five plates were secured by means of stainless steel
screws and became detached within a few days when the screws lost
their anchorage to the bone. The remaining plate was fixed by means
of chromium-cobalt alloy (vitallium) screws and remains firmly in
position at the present time, twenty months after operation. Radio-
logical examination of this joint reveals no indications of arthritis or
undesirable reactions. The function of the joint appears to be normal
and this is in striking contrast to the abnormal movements of its
unoperated fellow of the opposite side.
The loosening of the plate following reaction to the stainless steel
screws was anticipated as the usual sequel to the employment of non-
surgical metals. In the initial stages of this experiment it was believed
that fixation of the plates would provide a useful surgical exercise
and it was hoped that the screws would not be rejected quite so
43
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swiftly and that these experiments would give preliminary indication
of the effectiveness of the device.
As it is, the prospects of the technique must be judged upon
the basis of one success. It would obviously be premature to reach
firm conclusions upon this slender evidence but the fact remains that
normal function is present in this joint twenty months following
operation and without obvious tissue reactions: further experiments
along these lines are greatly to be desired.
44
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4.3.2 Permanent lateral luxation of the patella
In this condition the patella is luxated over the trochlear ridge
and rest upon the lateral femoral condyle. It cannot be returned to
its normal place of articulation by the movements of the animal nor
by manipulation. Admittedly forceful manipulation may temporarily
restore it to the trochlea but reluxation occurs spontaneously as soon
as the pressure is removed.
4.3.2.1     Aetiology
Permanent lateral luxation of the patella in adult horses and
cattle is generally acquired and is of traumatic origin, MERILLAT
(1907), LACROIX (1930), SHUTTLEWORTH (1935), SINGLE-
TON (1951), GADGIL (1963), SMYTHE (1963) and FRANK
(1964). In Shetland ponies however the permanent lateral luxation
of the patella is congenital and is probably hereditary; although details
of the manner of inheritance are not yet clear the general assumption
can hardly be disputed. The condition in ponies is to be differentiated
from the common patellar luxation in dogs in which the patella is
luxated medially. Patellar luxation in dogs is also hereditary and is
most common in the smaller breeds, STADER (1944) and KODI-
TUWAKKU (1962).
4.3.2.2     Symptoms
Patellar lateral luxation in foals is apparent at birth and may
be noticed by the owner within few hours when the animal first
attempts to rise. Patellar luxation in its congenital form was always
bilateral in these recorded cases and in such foals both the hind limbs
were hyperflexed due to the contraction of the muscles. The extensor
muscles which normally extend the limb have their line of force
changed by the lateral displacement of the patella and their contraction
now results in flexion of the stifle and hoek joints. Upon clinical
examination of the pony foals it is observed that the fore limbs are
normal and are able to support weight but both hind limbs are
completely flexed at the stifle and hoek joints and are incapable of
extension: this posture of the hind limbs is quite unable to support
the animal normally and it stands in a characteristic and abnormal
posture (Figs. 12—13). These foals quickly tired and they are generally
observed in a recumbent position. Palpation of the stifle reveals that
the patella has deviated from its normal position and rests over the
lateral femoral condyle.
In six out of fifteen cases examined, the patella could be moved
but in the remainder it was so firmly fixed in its abnormal position
that it could be restored over the trochlea only by the application
of a considerable force. The tension upon the patella is such that
reluxation occurs spontaneously when the pressure is removed. There
is often a considerable distension of the joint capsule and over filling
of the joint cavity accompanying the luxation of the patella. In seven
45
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Fig. 12. Pony foal having bilateral permanent lateral luxation of the patella.
Standing in a typical abnormal posture.
Fig. 13. Pony foal having bilateral permanent lateral luxation of the patella.
Unable to stand and sitting in an abnormal posture.
46
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cases hydropsy of the stifle joint developed and the joint capsule
was ruptured by the continuous excessive strain and repeated trauma
while attempting to rise. The patella is first held firmly in its ab-
normal position by the contraction of the muscles and later also by
the formation of connective tissues following inflammatory changes
in the surrounding structures. Functional movements of the patella
are minimal.
For the confirmation of the diagnosis radiographs of the affected
stifle joints are taken in postero-anterior and latero-medial directions;
these show complete lateral displacement of the patella (Fig. 14).
Fig. 14. Postero-anterior and latero-medial radiographs of a pony foal having
bilateral permanent lateral luxation of the patella. Note the position
of the luxated patella and the acute angulation of the joint.
Permanent lateral luxation of the patella in Shetland ponies is
mostly associated with other skeletal deformities. The most common
and striking of these is the "prognathia" in which the upper jaw is
shorter than the lower (under shot). Second in order of frequency is
a distinctive concavity of the fronto-nasal portion of the head which
may be due to poor development of the nasal bones. The prognathia
generally improves as the animal grows.
4.3.2.3 Treatment
In 1907 MERILLAT succesfully treated three cases of traumatic
lateral luxation of the patella in horses. He applied a rope around
the pastern and tried to pull the affected limb backwards while
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manually helping the patella to dislodge from its luxated positicn.
During this procedure which was accompanied by much struggling
one animal himself overflexed the limb till the stifle touched the belly
when suddenly a thudding noise was heard as the patella returned to
position.
The mechanism of permanent lateral luxation of the patella must
be studied before attempting any kind of treatment. Though the
condition is congenital and hereditary yet it is basically a mechanical
affection in which the patella is lying at an abnormal place. In view
of the above considerations and the pathoiogy of the patellar luxation,
the affected Shetland pony foals were treated by the following surgical
operation. It is purely a surgical affection and there is no rational
basis for non-operative methods of treatment.
Anaesthesia
Theopentone sodium is injected intravenously to induce an-
aesthesia which is maintained with Halothane inhalation through the
semiclosed circuit.
Operation
The site of operation, anterior and lateral to the stifle joint, is
clipped and shaved from the upper thigh to the middle of the tibia.
The operational site is thoroughly cleaned with spirit and painted
with tincture of iodine to disinfect it. After completing the preparations
for aseptical surgical procedure the actual operation is performed in
the following way. The operational site is covered by a sterile shroud
having 20—25 cm long opening in its centre. A skin incision is made
lateral to the joint extending from lower third of the femur to the
proximal extremity of the tibia. This exposes the fascia of the M.
fasciae latae which is also incised longitudinally exposing the Mm.
biceps femoris and vastus lateralis. The cranial part of the biceps
femoris is isolated and its tendinous insertion to the lateral border
of the patella is severed.
Part of the attachment of vastus lateralis muscle to the dorsal
aspect of the patella is also destroyed. Experience has shown that the
complete division of this muscle is unnecessary and is to be avoided.
Following section of these two muscular attachments attempts are
made to place the patella in normal articulation and the limb which has
till now been flexed is extended. At this stage it is usually possible to
reduce the luxation without much difficulty. Luxation however often
recurs when the limb is passively flexed. If this happens it is clear
that a more complete division of the lateral patellar connections is
necessary and the extent of the additional surgery is determined by
palpation while an assistant manipulates the limb through a normal
range of movements. The structures which continue to exert a lateral
tension upon the patella are cut one by one until patella is enabled
to follow its normal course. The amount of tissue that must be
48
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sectioned depends upon the severity of adhesions and no two cases
are similar. It is necessary to repair tears in the joint capsule before
the superficial structures are sutured as the capsule may be damaged
by self inflicted trauma or by the manipulation of the patella during
correction. Preoperative rupture of the capsule leads to an oedematous
condition of the surrounding structures which complicates the surgical
procedure. As a precaution against reluxation of the patella four to six
sutures of No. 2 chromic catgut are placed in the patellar fascia
medial to the bone and sufficiënt tension is applied to hold the patella
in place without causing it to be drawn medially. These sutures should
not be anchored in the muscular mass in order to avoid interference
with the muscular activity. Excessive strain upon the sutures is liable
to result in poor functional use of the joint. It has been found that
mattress sutures are better than ordinary interrupted ones for this
purpose. Broad spectrum antibiotics are put in the operational field.
A piece of "spongostan" is placed in the depression created by cutting
the biceps femoris and vastus lateralis attachments over the patella.
This material is later absorbed and the depression filled by the growth
of fibrous tissue. The cut ends of the biceps femoris and the vastus
lateralis are not joined. The fascia of the M. fasciae latae is sutured
with catgut while keeping the limb in extension. Finally the skin
incision is closed with perion. The operated limb is kept in the normal
extended position by the application of a piaster cast.
Post-operative care
After operation the foal, along with the mare, is kept in a well
padded box. Antibiotics are injected intramuscularly for five to six
days. The piaster cast is removed after an interval of seven to ten
days. Skin sutures are normally removed after ten days but their
removal is delayed if the healing of the wound is retarded.
4.3.2.4 Results
Fifteen pony foals having bilateral permanent lateral luxation
of the patella were operated upon. Four foals died after the operation
due to a systemic infection (navel ill). Eleven foals were successfully
treated, nine have a very good functional use of both hind limbs
without any sign of patellar luxation (Fig. 15). In two animals the
results were unsatisfactory and the functions of the limb were restricted
because of atrophy of the quadriceps femoris muscle: there is however
no patellar luxation. Radiographs confirmed the clinical observations
and show that the patella remains in its normal articulation over the
trochlea (Fig. 16).
The five cases which are described below were examined some-
time after the operation. The rest were sound and were sold. Their
status was confirmed with their present owners.
49
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'" '♦ - "A"!'
Fig. 15. Same pony as in fig. 13 three weeks after the operation.
Fig. 16. Postero-anterior and latero-medial radiographs of the stifie joint of
the pony foals after operation. Note the normal position of the patella
and the angulation of the joint.
50
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Serial No. 1. Breed: Shetland pony. Heelkunde No. 64-07-257.
Age: 14 days.
           Diagnosis: Bilateral permanent lateral luxation.
Operation was performed as described in the text and antibiotics
were injected for seven days.
Examination af ter two years.
In the left stifle joint the patella was in its normal articulation
but the joint was considerably weak. The left limb had an elongated
hoof which was a congenital defect and the animal was still lame
after the correction of the hoof. The right stifle joint was normal,
the patella was over the trochlea and the gait was normal.
Serial No. 2. Breed: Shetland Pony. Heelkunde No. 65-04-398.
Age: 3 days.
              Diagnosis: Bilateral permanent lateral luxation.
Operation was performed as described in the text except that
the joint got opened while replacing the patella.
Examination after sixteen months.
The patella of the left stifle joint was still lateral to the trochlea
and could be moved sideways. General development of the thigh
muscles was poor and a defect could be feit lateral to the joint. Patella
in the right stifle joint was over the trochlea and was unable to
move sideways. General development of the animal was satisfactory.
Serial No. 3. Breed: Shetland Pony. Heelkunde No. 65-05-308.
Age: 5 days.
              Diagnosis: Bilateral permanent lateral luxation.
Operation was performed as described in the text.
Examination after sixteen months.
The left patella was placed more medially and could be moved
sideways and the left joint was overfilled and the animal was lame
on this limb. In the right stifle joint the patella was over the trochlea
but was movable to sideways. The general development of the animal
was good.
Serial No. 4. Breed: Shetland Pony. Heelkunde No. 65-09-132.
Age: 6 weeks.
           Diagnosis: Bilateral permanent lateral luxation.
Operation was performed as described in the text.
Examination after thirteen months
One patella was firmly placed over the troclhea and there was a
mild hydropsical condition of this joint. The other stifle joint was
51
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similar to the left one though it was not hydropsical. The general
development of the pony was very good and the animal went sound.
There was no detectable defect in either joints.
Serial No. 5. Breed: Shetland Pony. Heelkunde No 66-05-160.
Age: 2 days. Diagnosis: Bilateral permanent lateral luxation.
Operation was performed as described in the text. Animal suf-
fered with pneumonia and thrombophlebitis, hence antibiotics were
continued for a longer period.
Examination after seven months
The patella in each joint was in its normal place but the
animal was lame on both sides. The right stifle turned inward and
the hoek outward. Both the limbs were weak and defective. Later
the animal was sacrificed. On autopsy it was found that there was
excessive formation of the fibrous tissues and the femoro-patellar
joint anchylosed.
4.3.3    Medial luxation of the patella
It is well known that this condition is common in dogs but almost
unknown in horses and cattle. In this clinic a case of medial patellar
luxation was recorded in a horse in 1958 (58-02-151): no treatment
was attempted and the animal was slaughtered.
One of the experimental ponies in which a stainless steel plate
was fixed to correct recurrent lateral luxation of the patella was found
on the third day following operation to be unable to bear weight.
The stifle joint was swollen and very painful. On palpation it was
found that the patella had dislocated medially, a diagnosis which was
later confirmed by radiographs. No attempts were made to reduce
the patella and the pony was euthanised.
4.3.4    Pathology of the stifle joint having patellar luxation
PFEIFFEFR (1935) gave an detailed account of the pathology
of the stifle joint in animals having patellar luxation. In most cases
there was gono-trochlitis of the femoro-patellar articulation. The
common changes in the joint are: longitudinal erosions of the articular
cartilage, poor development of the lateral trochlear ridge, flattening
of the groove, a red thickened and folded synovial capsule and joint
mice in the joint. The joint capsule is over distended and hydropsical.
Ten stifle joints of Shetland ponies having lateral patellar luxation
were dissected in order to study the pathological changes. These foals
either died or been euthanised due to poor prognosis because of
systemic or local infection. In the permanent form of patellar
luxation the flexed stifle joint could not be extended even by manual
force. The patella was found to be resting upon the lateral femoral
52
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condyle. The femoro-patellar joint capsule was distended laterally and
overfilled. In six joints the capsule had been ruptured due to recurrent
trauma, producing an oedematous condition of the adjacent tissues.
Inflammatory changes were found in and around the joint resulting
in the formation of connective tissue around the patella. Both the
femoro-patellar Iigaments were indistinct. M. vastus lateralis and the
cranial part of the M. biceps femoris were found to be pulling the
patella laterally which could be confirmed by assesing the effects of
Fig. 17. Degenerative osteo-arthritis of the stifle joint in a chronic cases of
recurrent lateral luxation of the patella. There are erosions of the
articular cartilages of the patella and the trochlea and over the luxated
position of the patella.
53
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removing their attachments to the patella. The middle and lateral
ligaments were normal but relaxed whereas the medial patellar
ligament was pulled laterally. The trochlear ridge was poorly
developed and the trochlear groove represented only by a flat surface
in the young foals. In two ponies having recurrent lateral luxation
of the patella gono-trochlitis developed. On autopsy it was seen that
the articular cartilage of the patella and the lateral trochlear ridge
were eroded. In adult ponies with recurrent lateral luxation the lateral
ridge of the trochlea was smooth and ill defined because of constant
side-ways movements of the patella. The synovial membrane was thick
and degenerative arthritic changes were present (Fig. 17).
4.3.5    Discussion
In horses and cattle patellar luxation is commonly to the lateral
side whereas in dogs it is to the medial. Lateral luxation of the patella
is common in ponies, particularly in heavybuilt animals with short
bones: the same is true for dogs. This conformation of the body is
one of the factors predisposing to patellar luxation which may be
attributed to the muscular force exerted upon the patella. In horses
and cattle the well developed medial trochlear ridge and three straight
patellar ligaments, along with the direction of the muscular force on
the patella, do not allow it to luxate medially. In adult horses per-
manent lateral luxation of the patella is rare and of traumatic origin:
manual replacement of the patella in these cases though difficult will
result in cure but if delayed gono-trochlitis and permanent lameness
develop and due to the irreparable injury to the ligaments the animal
becomes unf it for hard or f ast work.
In the congenital form encountered in ponies the lateral pull of
the muscles over the patella does not permit it to be replaced
manually. The patella can be replaced over the trochlea only if these
structures are cut to free the patella. It demonstrates that the lateral
pull of the muscles on the patella plays a great role in patellar
luxation. It is essential to hold it over the trochlea otherwise it
reluxates. As the extensor muscles are unable to exert their force
the flexor muscles will flex the joint hence it is essential to immobilise
the limb to prevent these muscles flexing the stifle and hoek joints:
but if prolonged, immobilisation may produce muscular atrophy.
4.3.6    Patellar disfunction due to the paralysis of the femoral nerve
Anatomy. The femoral nerve is derived from the fourth and fifth
lumbar nerves and descends between the sartorius and ilio-psoas
muscles SISSON & GROSSMAN (1966). It detaches the saphenous
nerve and then divides into several terminal branches which innervate
the quadriceps femoris muscle.
Aetiology and symptoms. Femoral or crural paralysis in adult
horses is often associated with haemoglobinuria. It may also be caused
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by pressure exerted by abscesses, tumours and aneurism of the external
iliac artery. Overextension combined with abduction of the hind leg
may also stretch the nerve which sometimes results in rupture of the
nerve particularly during parturition. Young calves with femoral
paralysis often have a history of difficult parturition. In the very animals
differentiation between femoral paralysis and lateral luxation of the
patella may be difficult. The diagnosis of nerve paralysis presents no
problems if there has been sufficiënt atrophy of the quadriceps muscle.
Horses with crural paralysis are unable to extend the stifle joint. The
affected quarter is lowered because these joints are flexed. In long
standing cases the quadriceps femoris muscle is atrophied and appears
as a thick cord-like structure. The patella may be moved sideways
with a gentle force; the patellar ligaments lack the tension necessary
to keep the joint in normal state of angulation. The stifle joint is
unable to bear weight and flexes as soon as the animal tries to put
weight upon it.
Treatment and prognosis. The treatment and prognosis depend
upon the causation of the condition. When there is no informative
history general measures may be taken to stimulate the affected limb.
Adult horses are regularly exercised on a level ground and this is
sometimes of benefit. This may be due to the fact that some abductor
and adductor muscles take over the function of the extension. Calves
born with femoral paralysis later developed in a normal manner except
for the atrophy of the affected muscles: and they can stand and walk
but with slackness of the affected limb.
Necropsy findings. A week old calf which clinically exhibited
the symptoms of lateral patellar luxation but had femoral nerve
paralysis was euthanised and dissected to study the pathological ana-
tomy of the femoral nerve. On dissection it was found that the femoral
nerve was ruptured at the poinc of its separation from the obturator
nerve. Blood vessels around the nerve were also traumatised which
resulted in haemorrhage around the site of rupture.
4.4 Analysis of cases of patellar luxation and fixation in horses, cattle
and ponies treated in Heelkunde from 1956 to 1965
Table No. 1
Affected limb
horses
cattle
ponies
Left limb
Right limb
Both limbs
31
24
37
31
60
51
13
11
61
Total number of cases 92                142                  85
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Table No. 2
Dorsal fixation              Lateral luxation
Animals Recurrent / Permanent            Recurrent / Permanent Total
Horses                    68                                                10                    78
Cattle                   136                                                  6                  142
Ponies            46            18                                  9             12            85
Horses            14 unknown
Table No. 3
Animals         1956 '57 '58 '59 '60 '61 '62 '63 '64 '65 Total
Horses                 7 8 9 9 13 4 12 12 12 6 92
Cattle                33 30 17 26 13 1 1 7 5 9 142
Ponies                 2 3 6 6 6 14 6 11 25 6 85
Table No. 4
Showing treatment and results in cattle.
Treatment                      No. of cases              Result
Tenotomy of the
medial patellar                       148                    good
1'gament.
Table No. 5
Showing treatments and results in horses
Treatment No
of cases
Results
Tenotomy of the medial patellar ligament
20
good
Injection of Equasin and hoof correction
30
20 good
5 poor
Special shoeing or only hoof correction
4
5 unknown
good
No treatment was done
22
unknown
Total                                                                76
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Table No. 6
Animals
Winter
Spring
Summer Autum
Total
Horses
25
13
20
34
92
Cattle
37
37
28
40
142
Ponies
24
20
18
23
85
Table No. 7
Showing treatment and results in ponies.
Treatment No
of cases
Result
Tenotomy of the medial patellar ligament
16
good
Injection of Equasin and hoof correction
40
19
4
17
good
poor
unknown
Only hoof correction or special shoeing
3
2
1
good
poor
Operation for lateral patellar luxation
7
2
5
died
good
No treatment done
7
unknown
Total
73
Table no. 8
Breed of ponies affected with patellar luxation and fixation.
No. of cases
Breed
Shetland
71
New Forest
10
Welsh
10
Others
5
96
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NUMBER OF CASES AND AGE DISTRIBUTION
24
21
12
12
7
4
3
cows
Below
2 yr
above
6 yr
2 yr 3 yr 4 yr 5 yr B yr
23
14
13
13
11
10
8
HORSES
B2el;w 2 yr 3 yr 4 yr 5 yr 6 yr ■{«"
21
13
11
1 1
8
5
PONIES
above
I yr 2 yr 3 yr 4 yr 6 yr 6 yr
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CHAPTER 5
GENERAL DISCUSSION
It is not the convention of medical science to discuss a patho-
logical condition without first giving it a proper name. In the general
sense diagnosis is the art or science of distinguishing between one
disease and another. lts practice consists in the recognition of the one
symptoms which may be supplemented by findings of the laboratory
and by specialised examinations. Analysis of a disease means dividing
and subdividing it into its components and later each condition is
bounded by its definition through the process of synthesis and by
setting limits to it. Early authors concerned with patellar affections
often failed to analyse the nature of the conditions they described
and were content to apply a title, more or less specific as they pleased.
As a result we now find in the literature a great variety of terms for
one and the same condition of the femoro-patellar joint. There are
no provisions through which these outmoded and sometimes in-
accurate names can be deleted.
Although it is difficult to define and classify a disease in absolute
terms yet attempts at classification are essential if there is to be a
common basis for discussion. A general classification of the patellar
functional disorders has been essayed utilising the more appropriate
terms employed in recent publications. In the preliminary stages of
this investigation it was believed that a sufficiënt explanation of the
origin of most cases of patellar disfunction might be found in the
conformation of ihe articular structures and the biomechanical analysis
of the working of patellar mechanism of the normal joint was initiated.
This expectation has been realised in part only. The brief and some-
times contradictory accounts of the mechanism which are found in
the current literature have beer amplified. On the other hand it has
become apparent that many cases of patellar disorders are of myogenic
origin while of the remainder a part shows such obvious malformation
of the bone that no subtle explanation of the disturbances are required.
It is clear that individual variations in curvature and dimensions of
the joint struciures are of such extent that only the analysis or
examination of a great wealth of material would provide a sufficiënt
basis for a statistically firm conclusion. The biomechanical part of this
thesis is therefore restricted to an exposition of the general principles
and the mathematical analysis was not persued.
The categories of patellar affections which are most frequently
reported in the literature are dorsal fixation of the patella in horses
and cattle, and lateral luxation of the patella in ponies. In the former
condition the patella does not deviate from its normal excursion but
becomes arrested and held at the limit of its range and thus fixes the
limb in extension. In the later condition there is a definite departure
of the patella from its normal articulation in the trochlea and the
59
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limb is held in flexion. In both affections the extensor apparatus of
the stifle joint is denied normal function. Treatment to correct the
patellar fixation is symptomatic as it is based upon correcting the
symptoms shown by the animal. The treatments commonly practised
have been described in the text. These are simple, rational and
designed to correct the fixation in a purely mechanical fashion since
in most cases it is difficult to determine the aetiological factors.
There is an allied condition, "permanent lateral luxation of the
patella" upon which the literature is silent. This appears to occur
only in the Shetland pony breed in which it has become increasingly
known to the equine practitioners during the last decade. In adult
ponies it is prevalent in a recurrent form: it is difficult to correct
this affection of mature animals simply because the muscles v/hich
pull the patella laterally are fully developed and have adapted to the
abnormal direction of their pull. Shetland pony foals with permanent
lateral luxation of the patella respond well to surgery when operated
upon within a few days after birth and the results are encouraging.
This is due to the fact that the muscles can adapt to alter their line
of action after the surgical correction of the luxation: if surgery is
not delayed the changes that occur in the affected joint are minimised.
It is emphasised that extensive surgery should be avoided and every
effort made to minimise tissue damage.
Conclusions
I. Dorsal fixation or retention of the patella is caused by muscular
disorder rather than by articular defects. In its chronic stages
it produces gono-trochlitis and lameness of the affected limb.
II. In horses non-operative treatment for dorsal fixation of the
patella should be attempted before resorting to the operative
method. In cattle tenotomy of the medial patellar ligament is
recommended as it does not interfere with their normal work.
III.    Permanent lateral luxation of the patella in ponies is congenital
and probably hereditary: it is apparent at birth. Recurrent lateral
luxation of the patella is probably hereditary but is not usually
detectable for sometime after birth.
IV.    Pony foals suffering from permanent lateral luxation of the pa-
tella should be operated upon without delay, as the inevitable
repeated trauma results in gono-trochlitis. Contraction of the
surrounding muscles and aponeurosis make surgery and sub-
siquent adaptation more difficult.
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CHAPTER 6
SUMMARY
In horses and cattle the conditions known as fixation and luxation
of the patella have been considered as functional disorders of the
femoro-patellar articulation. In order to amplify the existing meagre
accounts of the functional movements in the stifle joint a study has
been made of the anatomy of this articulation, and of its biomechanics.
The principal movements of the stifle joint are extension and flexion
and this swing is combined with a spin, twist or rotation of the
femoral condyles upon the tibial plateau. Two menisci which are
interposed between the femur and the tibia produce greater congruity
and increase the area of the weight bearing surfaces. As the spin
occurs in the terminal phase of extension the collateral ligaments
become taut in sequence and prevent overextension of the joint,
safeguarding the articular structures.
Hypomochlions of the medial femoral condyle were determined.
Since these hypomochlions do not coincide this reveals the occurrence
of translatory movements in the stifle joint. The geometrical relation
between the hypomochlions and the projected middle patellar ligament
was also determined in the normal standing position of the animal.
In the fourth chapter the varied and confusing terminology which
is still in use in the literature to designate patellar fixation is sum-
marised, and a classification of these affections based upon current
practices is recommended.
A condition that is of ten found in horses and cattle is patellar
dorsal fixation, whereas lateral luxation of the patella is common in
Shetland ponies. Dorsal fixation of the patella occurs in young, hard-
working animals. In horses it occurs spontaneously while they are
resting in stable, in cattle it starts with occasional jerky movements of
the limb and slowly progresses towards a permanent fixation. The
symptoms typical of the recurrent and permanent phases are described
in detail. As a general rule tenotomy is performed in cattle suffering
from patellar fixation. As horses are required to work at a faster pace
less drastic treatments were first tried: these included the corrective
trimming of the hoof and the application of a special shoe having
calkins or long projecting bars. Injection of counter-irritants in and
around the medial patellar ligament, supported by corrective trimming
of the hoof was also employed as these non-operative treatments often
resulted in success. The cases which did not respond to these measures
were later treated surgically by section of the medial patellar ligament.
In adult horses patellar luxation is of traumatic origin. Lateral
luxation of the patella in Shetland ponies was found to be congenital.
Such pony foals are only able to stand by adapting an abnormal
posture with both the hind limbs completely flexed at the stifle and
hoek joints. Ponies with recurrent lateral luxation of the patella nor-
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mally show no alarming symptoms when standing or walking, but
examination while trotting may reveal lameness of the affected limb.
Both the forms of patellar Iuxation in ponies are successfully treated
by a surgical procedure in which the patella is replaced over the
trochlea af ter relieving the tension which pulls it laterally. A few
mattress sutures are placed over and medial to the patella to prevent
it from being reluxated. Lateral Iuxation of the patella exhibits no
striking age incidence. It has been observed that dorsal fixation of
the patella most commonly affects ponies at the age of two years and
horses and cattle at the age of four years.
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SAMENVATTING
De functiestoornissen (kreupelheden) voortkomend uit afwijkin-
gen in het femoro patellair gewricht, waaraan bijzondere aandacht
wordt besteed zijn: de dorsale fixatie van de knieschijf bij paard en
rund en de laterale luxatie van de knieschijf die, in de laatste tien jaar
vooral bij de Shetlandpony wordt gezien.
In de literatuur en het veterinaire spraakgebruik worden de
begrippen fixatie en luxatie afwisselend en door elkaar gebruikt voor
één en dezelfde functiestoornis die veroorzaakt wordt door een vast-
haken van het kraakbenige uitsteeksel van de patella op de mediale
kam van de trochlea. Deze begripsverwarring is mede aanleiding ge-
weest om behalve de klinische aspecten van de functiestoornissen ook
de topographische en functionele anatomie en de biomechanica van
het femoro patellair gewricht in het onderzoek te betrekken.
Hoofdstuk twee geeft een overzicht van de topographische en
functionele anatomie van het femoro patellair gewricht waarin bijzon-
dere aandacht wordt besteed aan het „vergrendelingsmechanisme" van
dit gewricht.
In hoofdstuk drie wordt de biomechanica geïntroduceerd als
hulpmiddel voor een beter begrip en inzicht in de wijze van func-
tioneren van het kniegewricht, dat als een scharniergewricht wordt
beschreven.
Naast de functies buigen en strekken blijkt in de belastingsphase
in het kniegewricht nog een draaiing op te treden van de femur ten
opzichte van de tibia. Ook de patella neemt bij het glijden over de
trochlea aar deze rotatie deel. Daar de M. quadriceps een belangrijk
aandeel heeft in de excursies van de patella werden de draaipunten
in de mediale femur condyl bepaald ten opzichte van de "line of
action" (middelste rechte knieschijfsband) van deze spier bij normale
stand en belasting van het been.
Hoewel in dit onderzoek niet alle mogelijkheden van biomecha-
nische benadering van de functie van het femoro patellair gewricht
en het vergrendelingsmechanisme zijn benut mag de conclusie worden
getrokken dat het mogelijk moet zijn door wijzigingen in de stand
van het achterbeen (orthopaedische maatregelen) invloed uit te oefe-
nen op het patellair mechanisme zowel in positieve als negatieve zin.
Het klinische gedeelte (hoofdstuk vier) begint met een classificatie
van de mogelijke functionele afwijkingen van de patella gebaseerd
op de topographische en functionele anatomie (hoofdstuk twee), en
klinische waarnemingen.
Vervolgens worden aetiologie, symptomatologie en behandeling
van de functiestoornissen besproken in volgorde van hun belangrijk-
heid te beginnen met de dorsale fixatie van de patella.
Bij de habituele vorm van de dorsale fixatie wordt wat paard en
pony betreft bijzondere aandacht besteed aan de niet-operatieve be-
63
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handeling in de vorm van orthopaedisch beslag dan wel een besnijden
van de hoef waarbij de binnen verzenen laag en het toongedeelte kort
gehouden worden; een en ander aangevuld met de injectie van een
cicatriserende stof („Equasine") in en rondom de mediale rechte knie-
schijfsband. Wat de permanente dorsale fixatie betreft wordt een
tenotomie van de mediale rechte band volgens de klassieke methode
aanbevolen. Bij het rund komt een niet-operatieve behandeling niet
in aanmerking.
Van de luxaties van de patella heeft van oudsher de laterale
subluxatie (klapmouw) de aandacht getrokken, een afwijking die zon-
der adequate behandeling steeds tot kreupelheid (stijfheid) tengevolge
van een zich ontwikkelende gonotrochleitis zal leiden. Een operatieve
behandeling (zie 4.3.1.3) biedt een redelijke kans op herstel indien
de operatie binnen enkele weken na de geboorte plaats vindt.
Op oudere leeftijd kan een speciaal daarvoor ontworpen stainless
steel plaatje een aanvaardbaar hulpmiddel zijn om het opnieuw af-
glijden naar lateraal van de patella te voorkomen (4.3.1.5).
De permanente laterale patella luxatie zoals die de laatste tien
jaar als congenitale afwijking bij Shetlandpony veulens wordt gezien
is tot nu toe niet in literatuur beschreven.
De patella ligt in deze gevallen naast de laterale kam van de
trochlea waardoor de spierfunctie zodanig wordt verstoord dat de
M. quadriceps en M. biceps femoris als buigers van het kniegewricht
gaan functioneren. De veulens worden met sterk gebogen achterbenen
geboren en kunnen zich nauwelijks oprichten (fig. 12 en 13). Alleen
een operatieve repositie en fixatie van de geluxeerde patella gepaard
gaande met een myotomie van belangrijke delen van M. quadriceps
en M. biceps femoris geeft een goede kans op een functioneel aan-
vaardbaar herstel (4.3.2.4).
Met een analyse van de gevallen van patella fixatie en luxatie
bij paard (pony) en rund uit de Kliniek voor Heelkunde in de periode
1956—1965 en een algemene discussie wordt het proefschrift afge-
sloten.
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CURRICULUM VITAE
The author was born on 14th. December 1933, at Kishangarh
(Rajasthan-India). He obtained the degree of B.V.Sc. & A.H. from
the University of Rajasthan, laipur, in the year 1958. Later he
obtained the degree of M.S. in Veterinary Surgery from Michigan
State University (U.S.A.) in 1959. Since 1960 he has been working
in the Department of Surgery at Bikaner, of the Veterinary Faculty
of the University of Udaipur, first as a lecturer and since 1965 as
reader. In September 1965 the author was enabled to come to the
Netherlands to study in the "Kliniek voor Veterinaire Heelkunde"
at Utrecht where this work has been performed.
69
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STELLINGEN
I
For dorsal fixation of the patella in horses less drastic methods
may be tried before resorting to the surgical treatment.
II
Permanent lateral luxation of the patella in ponies can be success-
fully treated by the surgical procedure.
III
Intra-reticular radiographic technique for foreign body in rumi-
nants is of little value to a surgeon and the patiënt.
Rutkowiak, B.: Mhf. Vet. Med., 22, (1967): 453—460.
IV
The use of chemotherapeutic agents in large animal tuberculosis
on the farm is less practical.
Kleeberg, H. H.: The Vet., 4, (1957): 197—211.
V
Deep freez semen tablets (capsules) from the NETHERLANDS
bulis which are no more needed for breeding in this country may
be passed on to the developing countries as a genuine help.
Uwland, L, Pool, H. v. d. and Baan, A.: Tijdschr. Diergeneesk. 92,
(1967): 1177—1189.
Merkt, H., Weitze, K. F. and Lorrmann, W.: Dtsch. Tieraztl.
Wschr., 74, (1967): 505—507.
VI
The use of tissue culture technique in investigating cellular po-
tentialities greatly hampers the interpretation of the results because
of the artificial cellular environment.
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VII
The possibility of trypanosome antigen variation is determined
both by the host and the parasite itself.
Lumsden, W. H. R.: Buil. Wld. Hlth. Org., 37, (1967): 167—175.
Gray, A. R.: Buil. Wld. Hlth. Org., 37, (1967): 177—193.
VIII
Enough attention is not paid to the wild population while eradi-
cation of rinderpest in cattle is done through vaccination.
Scott, G. R.: Advances in Vet. Sc, 9, (1964): 113—224.
IX
Tendon tissue is a better substitute for repair of canine anterior
cruciate ligament than the fascia, skin and synthetic material.
Rathor, S. S.: M.S.U. Vet., 20, (1960): 128—134.
Strande, A.: J. Sm. Ani. Pract., 7, (1966): 351—359.
X
Recurrent trauma and the testicular hormones are some of the
predisposing factors in the development of hom cancer in bullocks.
Lal, H. K.: Ind. Vet. J., 30, (1953): 205—209.
Naik, S. N. and Balakrishnan, V.: Ind. Vet. J., 40, (1963): 216—221.
S. S. Rathor, 13 june 1968