GC226 Lumbar Spine Pathology
A unified guide to lumbar spine pathology covering clinical assessment, investigations, degenerative disease, disc herniation, spinal stenosis, spondylolisthesis, inflammatory disease, emergencies, and management.
Lumbar Spine Pathology — Unified GC226 Notes
These notes consolidate GC226 Lumbar Spine Pathology Parts A–G into one clinical sequence:
- assess the patient and screen for emergencies;
- localise the lesion on examination;
- choose and interpret investigations;
- understand the underlying pathology;
- distinguish the major causes of low back pain; and
- select conservative, interventional, or surgical management.
The central rule is: treat the patient and their symptoms, not an incidental image finding. Most low back pain is benign and improves without surgery, but neurological compromise, infection, malignancy, fracture, instability, and deformity must not be missed. [1–7]
1. Essential Anatomy and Terminology
The spinal cord usually ends at the L1–L2 vertebral level as the conus medullaris. Below this level, the canal contains the cauda equina, so most lower lumbar compression produces lower motor neuron nerve-root findings rather than myelopathy.
| Term | Meaning | Clinical implication |
|---|---|---|
| Radiculopathy | Dysfunction of one nerve root | Dermatomal pain/sensory loss, myotomal weakness, and reflex change |
| Sciatica | Radicular pain along the sciatic distribution, usually extending below the knee | Commonly L5 or S1 root irritation |
| Myelopathy | Spinal cord dysfunction | UMN signs below the lesion; points to cervical/thoracic or conus pathology rather than a routine lower lumbar lesion |
| Neurogenic claudication | Leg pain, heaviness, paraesthesia, or weakness caused by lumbar canal narrowing | Worse with standing/extension; relieved by sitting or flexion |
| Cauda equina syndrome (CES) | Compression of multiple lumbosacral roots | Saddle sensory loss and bladder, bowel, sexual, or bilateral leg dysfunction; a surgical emergency |
| Spondylolysis | Defect or stress fracture of the pars interarticularis | Often causes activity-related pain in a young athlete |
| Spondylolisthesis | Translation of one vertebra relative to the next | May cause stenosis and indicates potential instability |
| Spondylosis | Degenerative disc, osteophyte, and facet changes | Common with age and may be asymptomatic |
| Zone | Neural structure at risk | Typical lesion |
|---|---|---|
| Central canal | Thecal sac and multiple cauda equina roots | Large central disc or severe central stenosis; may cause CES |
| Lateral recess | Traversing root | Posterolateral/paracentral disc herniation |
| Foramen | Exiting root | Foraminal stenosis or far-lateral disc |
| Extraforaminal | Exiting root beyond the pedicle | Far-lateral disc herniation |
The root-localisation rule
At L4/5, a posterolateral disc compresses the traversing L5 root, while a foraminal or far-lateral disc compresses the exiting L4 root.
- Posterolateral = one root down
- Far lateral = same-level exiting root
- Large central = multiple bilateral roots
| Root | Main motor test | Key sensory area | Reflex |
|---|---|---|---|
| L2 | Hip flexion | Upper anterior thigh | — |
| L3 | Knee extension | Lower anterior thigh/knee | Knee jerk contribution |
| L4 | Knee extension/ankle dorsiflexion | Medial leg and malleolus | Knee jerk |
| L5 | Great-toe dorsiflexion, hip abduction | Dorsum of foot/first web space | No reliable routine reflex |
| S1 | Plantarflexion/eversion; toe walking | Lateral foot and sole | Ankle jerk |
| S2–S5 | Pelvic floor and sphincters | Saddle/perianal area | Anal wink/bulbocavernosus |
2. Clinical Assessment of Low Back Pain
Ask four linked questions:
- What is the diagnosis? Characterise onset, site, radiation, severity, and aggravating or relieving factors.
- How severe is it? Establish neurological compromise, structural pathology, and functional limitation.
- Is surgery urgent and is the patient ready? Consider CES, progressive weakness, comorbidities, and operative risk.
- What is the functional context? Walking distance, work, sleep, aids, home support, and rehabilitation potential.
| Pattern | Typical clues |
|---|---|
| Myofascial/mechanical strain | Acute after loading or awkward posture; local tenderness; usually improves within weeks |
| Discogenic pain | Axial/midline pain worse with sitting, bending, or lumbar flexion |
| Facet pain | Paravertebral/referred pain worse with extension and ipsilateral rotation |
| Radiculopathy | Pain below the knee in a dermatome, with possible sensory, motor, or reflex deficit |
| Spinal stenosis | Leg heaviness, burning, numbness, or weakness on standing/walking; flexion relief |
| Inflammatory back pain | Onset before 40, insidious, >3 months, prolonged morning stiffness, better with exercise and worse with rest |
| Tumour/infection | Progressive night or rest pain, constitutional symptoms, fever, malignancy or immunosuppression history |
| Fracture | Acute focal pain after trauma, or minimal trauma with osteoporosis/steroid exposure |
Pain confined to the lower back, buttock, or posterior thigh is often referred pain. True sciatica usually extends below the knee in a dermatomal distribution.
Screen every patient for:
- new back pain at age <20 or >55;
- significant trauma or minor trauma with osteoporosis;
- fever, immunosuppression, diabetes, steroid exposure, or IV drug use;
- known malignancy, unexplained weight loss, or constitutional symptoms;
- night pain or pain unrelieved by rest;
- deformity or focal percussion tenderness;
- progressive motor or sensory deficit;
- bilateral sciatica or weakness;
- saddle anaesthesia; and
- new urinary retention/overflow, bowel dysfunction, reduced anal tone, or sexual dysfunction.
Cauda equina syndrome — act immediately
Suspect CES with bilateral leg symptoms, saddle sensory disturbance, or new bladder/bowel/sexual dysfunction. Arrange emergency MRI and immediate spinal surgical review. Do not delay for outpatient imaging or a trial of conservative treatment.
| Feature | Neurogenic | Vascular |
|---|---|---|
| Provoked by | Standing and walking; lumbar extension | Walking/exertion |
| Relieved by | Sitting or flexion; “shopping-cart sign” | Stopping, even while standing |
| Cycling | Often tolerated because the spine is flexed | May still provoke symptoms |
| Walking distance | Variable with posture | More reproducible |
| Pulses | Usually normal | Reduced or absent |
| Skin | Usually normal | Trophic change, hair loss, ulceration |
| Uphill | Often easier because of flexion | Often harder because demand rises |
3. Examination
Use Look → Feel → Move/Neurology → Circulation, while also examining the hip and abdomen when appropriate.
- Observe from front, side, and behind for scoliosis, kyphosis, loss of lordosis, gibbus, scars, sinuses, and muscle wasting.
- Note an antalgic or forward-flexed gait, foot-drop/steppage gait, Trendelenburg gait, or a sciatic list.
- Look for quadriceps wasting (L3/4) or calf wasting (S1).
- A broad-based or spastic gait with hyperreflexia suggests a cord lesion above the lumbar region.
- Palpate and percuss each spinous process: focal tenderness raises concern for fracture, infection, or tumour.
- Assess paraspinal tenderness and spasm.
- Palpate the sacroiliac joints.
- Examine the hip because hip OA, avascular necrosis, and other hip disease can mimic lumbar pain.
| Movement | Interpretation |
|---|---|
| Flexion | Often painful in discogenic disease; assess finger-to-floor distance |
| Extension | Often painful in facet arthrosis or stenosis |
| Lateral flexion/rotation | Ipsilateral extension-rotation loads the facet |
| Schober test | Mark the lumbosacral midpoint and 10 cm above; an increase <5 cm suggests restricted lumbar flexion, classically in axial spondyloarthritis |
| Test | Positive result | Meaning |
|---|---|---|
| Straight-leg raise (SLR) | Reproduction of the patient’s radicular pain below the knee at about 30–70° | L5/S1 root irritation, usually disc-related |
| Lasègue manoeuvre | Symptoms recur when the ankle is dorsiflexed after slightly lowering a positive SLR | Supports neural tension |
| Crossed SLR | Raising the unaffected leg causes pain in the affected leg | Less sensitive but more specific for a sizeable disc herniation |
| Femoral stretch | Anterior-thigh pain with prone knee flexion/hip extension | Upper lumbar L2–L4 root irritation |
Hamstring tightness above 70°, back pain alone, or posterior-thigh discomfort without the patient’s usual below-knee symptoms is not a positive SLR.
- Test lower-limb tone, power by myotome, sensation by dermatome, knee and ankle jerks, plantar responses, and clonus.
- UMN signs in the legs imply cervical/thoracic cord or conus involvement, not an isolated lower lumbar root lesion.
- When CES is suspected, assess perianal sensation, anal tone, and voluntary contraction.
- Palpate femoral, popliteal, posterior tibial, and dorsalis pedis pulses; use ABPI if vascular claudication is possible.
4. Investigations
Imaging should confirm a clinical hypothesis. Degenerative discs and bulges are common in asymptomatic adults, so an abnormal MRI is not automatically the pain generator.
Treat symptoms, not images
A lesion matters when its level, side, and neural structure match the history and examination. A non-concordant disc bulge should not drive surgery.
Order according to the suspected pathology:
| Test | Main use |
|---|---|
| FBC/WCC, CRP, ESR | Infection, inflammation, malignancy; obtain blood cultures before antibiotics if septic |
| Calcium, phosphate, ALP | Metabolic bone disease and bony metastases |
| Albumin/globulin, SPEP ± serum free light chains | Myeloma screen |
| Renal/liver profile | Systemic disease and treatment planning |
| PSA or selected tumour investigations | Directed search for a suspected primary; not indiscriminate screening |
| HLA-B27 | Supports axial spondyloarthritis in the correct clinical context; not diagnostic alone |
CRP rises and falls relatively quickly. ESR responds more slowly and is affected by anaemia, immunoglobulins, and fibrinogen; a markedly elevated ESR with a relatively normal CRP should raise the possibility of paraproteinaemia.
| Letter | Review |
|---|---|
| A | Alignment and vertebral lines |
| B | Bony structures: fracture, lysis, sclerosis |
| C | Collapse or loss of vertebral height |
| D | Disc spaces |
| E | Endplates |
| F | Foramina |
| G | Girdle/sacroiliac joints |
| H | Height of bodies and discs |
| I | Iliopsoas shadows |
| J | Pars interarticularis |
X-rays are useful for alignment, deformity, fracture, spondylolisthesis, and established degeneration, but a normal film does not exclude early infection, tumour, disc herniation, or neural compression.
| Modality | Best use |
|---|---|
| MRI | Disc and nerve-root pathology, stenosis, CES, infection, tumour, marrow disease, cord/conus pathology |
| CT | Fracture configuration, pars defects, detailed bone anatomy, surgical planning |
| CT myelogram | Canal/root assessment when MRI is contraindicated or non-diagnostic |
| SPECT/CT | Activity of a pars stress reaction; a “hot” lesion has greater healing potential |
On T2 MRI, a desiccated “black disc” indicates loss of water content. Review sagittal alignment and disc height, then axial central canal, lateral recesses, foramina, facets, ligamentum flavum, thecal sac, and nerve roots.
- Uncomplicated acute mechanical pain: no immediate imaging; review if it fails to improve.
- Trauma or suspected instability: X-ray, then CT when fracture definition is needed.
- Progressive neurological deficit or CES: emergency MRI.
- Fever, immunosuppression, night pain, or focal percussion tenderness: inflammatory markers, cultures, and urgent MRI.
- Known cancer or suspected malignancy: MRI, appropriate blood tests, and tissue diagnosis where needed.
- Inflammatory back pain: SI-joint radiographs may be normal early; MRI SI joints can detect active sacroiliitis.
5. Degeneration, Disc Disease, and Radiculopathy
| Phase | Structural change | Typical clinical result |
|---|---|---|
| Dysfunction | Annular tears and facet synovitis | Episodic axial pain |
| Instability | Disc-height loss, ligamentous laxity, abnormal motion | Recurrent pain, disc herniation, degenerative slip |
| Stabilisation | Osteophytes, facet hypertrophy, disc fibrosis | Stiffness and spinal stenosis |
Disc-height loss transfers load posteriorly to the facets. The annulus bulges, facets hypertrophy, and ligamentum flavum buckles inward, producing circumferential canal narrowing.
| Stage | Definition |
|---|---|
| Bulge | Broad, usually circumferential extension with annulus intact |
| Protrusion | Focal herniation with a base wider than the outward dome |
| Extrusion | Disc material extends through the annulus with a narrower neck |
| Sequestration | Free fragment separated from the parent disc |
Posterolateral herniation is most common. Lower levels, especially L4/5 and L5/S1, are most often affected. Extruded and sequestered fragments may resorb through inflammation and macrophage activity, supporting an initial conservative approach when there is no emergency deficit.
| Feature | Discogenic | Facet |
|---|---|---|
| Worse with | Flexion, sitting, bending | Extension and ipsilateral rotation |
| Pain | Usually axial/midline; may coexist with radiculopathy | Paravertebral with buttock/thigh referral |
| Mechanism | Annular fissure, inflammatory cytokines, nociceptive ingrowth, endplate change | Synovial OA and capsular loading after disc-height loss |
| MRI clues | Posterior annular high-intensity zone, Modic endplate change | Facet hypertrophy, effusion, arthrosis |
| Targeted intervention | Selected epidural/root treatment for radicular inflammation | Diagnostic medial branch/facet block; radiofrequency treatment in selected responders |
Both can weaken ankle/toe dorsiflexion. Hip abduction and ankle inversion weakness favour L5 radiculopathy because these functions are supplied outside the common peroneal nerve. A common peroneal lesion more selectively affects dorsiflexion and eversion.
6. Lumbar Spinal Stenosis
Lumbar spinal stenosis is narrowing of the central canal, lateral recess, or foramen by disc bulge, osteophytes, facet hypertrophy, ligamentum flavum thickening, spondylolisthesis, or a developmentally narrow canal with short pedicles.
- central stenosis: bilateral neurogenic claudication and diffuse leg symptoms;
- lateral recess stenosis: traversing-root radiculopathy;
- foraminal stenosis: exiting-root radiculopathy; and
- severe central narrowing: possible CES.
Extension narrows the canal and foramina; flexion enlarges them. This explains the shopping-cart sign, easier cycling, and often better tolerance of uphill than downhill walking.
Start with education, activity modification, analgesia, flexion-based conditioning, core strengthening, and treatment of modifiable factors. An epidural injection may offer temporary relief for selected radicular symptoms.
Consider surgery for:
- persistent, function-limiting symptoms despite adequate conservative treatment;
- progressive neurological deficit; or
- CES.
Use decompression alone for stable stenosis. Add fusion when there is clinically relevant instability, such as spondylolisthesis or destabilising facet resection. Fusion should not be added routinely because it increases operative burden and can contribute to adjacent-segment degeneration.
7. Spondylolysis and Spondylolisthesis
A pars interarticularis stress injury is commonest at L5 and is associated with repetitive extension/rotation in young athletes. It causes insidious activity-related back pain; radicular symptoms usually imply associated slip or another compressive lesion.
Possible findings include hamstring tightness, short stride, flattened lordosis, and pain on extension. Use radiographs first, CT for bony definition, MRI for marrow oedema/neural structures, and SPECT/CT selectively to identify an active stress reaction.
| Type | Mechanism |
|---|---|
| Dysplastic | Congenital posterior-element/facet abnormality |
| Isthmic | Pars defect |
| Degenerative | Disc and facet degeneration causing instability; often L4/5 |
| Traumatic | Acute non-pars fracture |
| Pathological | Tumour, infection, or other bone disease |
Meyerding grades: I 0–25%, II 25–50%, III 50–75%, IV 75–100%, and V >100% (spondyloptosis).
Slippage can kink the central canal and narrow the foramen through disc-height loss and superior articular-process encroachment. If surgery requires decompression in an unstable segment, fusion is added to prevent worsening translation.
8. Sacroiliac and Inflammatory Disease
SI-joint pain can refer to the buttock, posterior thigh, or groin and overlap with disc, facet, and hip pain. No single provocation test is definitive; use a cluster such as FABER, thigh thrust, compression, distraction, and Gaenslen tests. A substantial response to image-guided diagnostic injection supports the SI joint as the pain source.
Key features are:
- onset before 40 and insidious course;
- symptoms for at least three months;
- prolonged morning stiffness;
- improvement with exercise but not rest;
- night pain, especially in the second half of the night;
- alternating buttock pain;
- enthesitis, uveitis, psoriasis, inflammatory bowel disease, or family history.
HLA-B27 supports but does not establish the diagnosis. Plain SI-joint films may be normal early; MRI can show active bone-marrow oedema. ESR and CRP can also be normal.
Management includes exercise/physiotherapy and NSAIDs first. Persistent active axial disease may require biologic therapy such as TNF or IL-17 inhibition under specialist care. Conventional DMARDs have little efficacy for purely axial disease, though some may help peripheral arthritis.
9. Sinister and Non-Spinal Causes
Consider pyogenic spondylodiscitis, vertebral osteomyelitis, epidural abscess, or TB in a patient with fever, immunosuppression, bacteraemia risk, night pain, focal percussion tenderness, or raised inflammatory markers. MRI is the key imaging test. Obtain cultures and, when required, image-guided biopsy before targeted antimicrobial therapy.
Operate when there is an epidural abscess with neurological compromise, mechanical instability/deformity, failure of medical treatment, or a need for source control.
A known cancer patient with new severe back pain, weakness, sensory change, or sphincter symptoms requires urgent assessment for metastatic epidural spinal cord/conus compression. Arrange urgent MRI, start corticosteroid treatment when clinically indicated, and involve spinal surgery and oncology immediately. Staging investigations must not delay treatment of neurological compression.
Think of traumatic, osteoporotic, steroid-related, or pathological vertebral collapse. X-ray may identify wedging or height loss; CT defines the fracture pattern, while MRI identifies marrow oedema, posterior-element/neural involvement, and malignant features.
Keep aortic aneurysm, nephrolithiasis, pyelonephritis, pelvic inflammatory disease, endometriosis, hip disease, pancreatobiliary disease, and other visceral sources in the differential when the history or examination is not mechanically concordant.
10. Management Framework
- Explain the diagnosis and favourable natural history when appropriate.
- Encourage continued tolerable activity; avoid prolonged bed rest.
- Use physiotherapy, graded conditioning, core strengthening, and ergonomic/activity modification.
- Choose analgesia according to benefit and risk; NSAIDs may help if safe, while long-term opioids are generally undesirable.
- Consider targeted injections for selected radicular, facet, or SI-joint pain; they may be diagnostic and temporarily therapeutic but are not a cure.
- Pain: a confirmed, concordant pain generator with disabling symptoms despite adequate conservative care.
- Neurology: progressive deficit or neural compression requiring decompression.
- Instability: painful/pathological motion requiring stabilisation and fusion.
- Deformity: fixed or progressive malalignment requiring correction and fusion.
| Approach | Examples | Principle |
|---|---|---|
| Direct | Discectomy, flavectomy, laminotomy, laminectomy, foraminotomy, facetectomy | Physically removes the compressive structure |
| Indirect | Interbody cage restoring disc height | Opens the foramen/canal through distraction without directly removing all compressive tissue |
Removing a large portion of a facet can itself create instability and may necessitate fusion.
| Problem | Typical operation |
|---|---|
| Concordant disc herniation with persistent radiculopathy or progressive deficit | Microdiscectomy/discectomy |
| Stable central stenosis | Laminotomy or laminectomy/decompression |
| Foraminal stenosis | Foraminotomy ± limited facetectomy |
| Stenosis with instability/spondylolisthesis | Decompression + instrumented fusion |
| Sagittal deformity/rigid kyphosis | Osteotomy and long-segment correction/fusion |
| CES | Emergency decompression of the cause |
During posterior lumbar surgery, prone positioning with the abdomen free reduces intra-abdominal pressure and epidural venous engorgement. Lumbar flexion also opens the interlaminar space for access.
11. High-Yield Exam Integration
| Feature | Conus medullaris | Cauda equina |
|---|---|---|
| Lesion | Tip of cord around L1–L2 | Roots below the conus |
| Pattern | More symmetric; mixed UMN/LMN possible | Often asymmetric; LMN |
| Radicular pain | Less prominent | Often severe |
| Saddle loss | Often symmetric | May be patchy/asymmetric |
| Sphincter dysfunction | Early and prominent | May be later, but early in massive compression |
- Posterolateral L4/5 disc → L5 traversing root.
- Far-lateral/foraminal L4/5 disc → L4 exiting root.
- Positive SLR → the patient’s radicular pain below the knee at 30–70°.
- Flexion-provoked axial pain → think disc; extension-provoked pain → think facet/stenosis.
- Neurogenic claudication needs flexion/sitting for relief; vascular claudication improves by simply stopping.
- Hyperreflexia and upgoing plantars are not explained by a routine lower lumbar root lesion.
- Spondylolysis is a pars defect; spondylolisthesis is a slip; spondylosis is degeneration.
- Stable stenosis → decompression; stenosis with instability → consider decompression plus fusion.
- 2021 MCQ Q70: acute back pain after lifting with urinary disturbance, saddle numbness, and bilateral weakness → cauda equina syndrome. [9]
- 2023 Minicase Case 3: an older adult with back pain and fever → identify red flags, spinal infection/malignancy differentials, and urgent blood/imaging investigations. [10]
- 2020 SAQ Q5: inflammatory back pain with uveitis and enthesitis → recognise axial spondyloarthritis, use MRI SI joints/HLA-B27 appropriately, and name NSAIDs plus biologic therapy. [8]
- 2025 MCQ Q61: metastatic vertebral collapse with cord compression and weakness → corticosteroid treatment where indicated plus urgent spinal surgical assessment; do not delay for staging. [11]
- 2018 SAQ Q1: S1 sensory distribution and a heavy-lifting history → L5/S1 posterolateral disc herniation affecting S1. [12]
One-page high-yield summary
- Start with red flags and sphincter questions.
- Localise: dermatome + myotome + reflex + tension test.
- Remember the roots: posterolateral = traversing; far lateral = exiting.
- Differentiate pain patterns: flexion = disc; extension = facet/stenosis; exercise relief = inflammatory.
- Investigate selectively: MRI for neural/sinister pathology, CT for bone, X-ray for alignment, and bloods directed by the differential.
- Correlate imaging with symptoms.
- Treat conservatively first when there is no emergency or progressive deficit.
- Operate for pain after failed care, neurology, instability, or deformity.
- Add fusion only when stability requires it.
- CES and metastatic neurological compression are emergencies.
Active Recall — Unified Lumbar Spine Pathology
[1] Lecture slides: GC 226. Lumbar Spine Pathology_Part A.pdf. [2] Lecture slides: GC 226. Lumbar Spine Pathology_Part B.pdf. [3] Lecture slides: GC 226. Lumbar Spine Pathology_Part C.pdf. [4] Lecture slides: GC 226. Lumbar Spine Pathology_Part D.pdf. [5] Lecture slides: GC 226. Lumbar Spine Pathology_Part E.pdf. [6] Lecture slides: GC 226. Lumbar Spine Pathology_Part F.pdf. [7] Lecture slides: GC 226. Lumbar Spine Pathology_Part G.pdf. [8] Past papers: 2020 Fourth Summative SAQ.pdf, Q5. [9] Past papers: 2021 Fourth Summative Assessment MCQ.pdf, Q70. [10] Past papers: 2023 Fourth Summative Minicase.pdf, Case 3. [11] Past papers: 2025 Fourth Summative MCQ.pdf, Q61. [12] Past papers: 2018 Fourth Summative SAQ.pdf, Q1. [13] Senior notes: Ryan Ho Fundamentals.pdf; Ryan Ho Neurology.pdf. [14] Senior notes: Maksim Surgery Notes.pdf. [15] AOS material: AOS - Radiology.pdf.
GC225 Neuroimmunological Disorders Of The Central Nervous System
Neuroimmunological disorders of the central nervous system are conditions in which aberrant immune-mediated responses target neural tissues of the brain and spinal cord, leading to inflammation, demyelination, or neuronal injury, as seen in diseases such as multiple sclerosis, neuromyelitis optica, and autoimmune encephalitis.
GC227 Cervical Spine Pathology
Cervical spine pathology encompasses a range of disorders affecting the cervical vertebrae, intervertebral discs, spinal cord, and surrounding structures, including degenerative disc disease, herniation, stenosis, myelopathy, fractures, and inflammatory conditions that can result in neck pain, radiculopathy, or neurological deficits.