Chapter 15
Metabolic Disease
Megan B. Brickley1 and Simon Mays2 1Department of Anthropology, McMaster University, Hamilton, ON, Canada, 2Historic England, Portsmouth, United Kingdom
INTRODUCTION often a tendency toward collection of the spectacular or unusual (Alberti, 2011; Stephens, 2011). This bias in the Metabolic bone diseases are conditions that cause an reference group may mean that the manifestations of dis- alteration in normal bone formation, resorption, or miner- ease may differ from those likely to be encountered in an alization, or a combination of these; in most conditions archeological target group. In addition, specimens gath- these alterations are systemic. Metabolic bone disease ered for medical pathology museum collections may have may arise due to nutritional problems, hormonal imbal- come from individuals who suffered from multiple condi- ance, or other causes. In this section we consider disease tions, some of which may have affected the skeleton and associated with vitamin C deficiency (scurvy) and vitamin only one of which was diagnosed by physicians. These D deficiency (rickets and osteomalacia), osteoporosis considerations should always be borne in mind when (which normally arises from age-related hormonal using reference material in paleopathology, but are espe- changes), together with certain other conditions arising cially to the fore in metabolic bone disease. For example, from imbalances in bone metabolism. most pathology museum specimens showing vitamin C The classical approach to diagnosis of disease in and vitamin D deficiency show much more severe bony paleopathology is essentially to use lesions in a reference alteration than will usually be encountered in archeologi- group or groups to help us interpret lesions in a target cal material (Brickley and Ives, 2008: 118; Mays, 2008a). individual or population. The target group is archeological It has long been recognized (e.g., Barlow, 1883) that, remains showing pathological lesions. The reference especially in infants, deficiencies of vitamin C and vita- group comprises individuals showing skeletal lesions and min D may often coexist, and some medical museum spe- with independent evidence concerning which disease was cimens diagnosed with rickets also appear to show lesions present. Reference materials comprise specimens from due to scurvy (Brickley and Ives, 2008: 11). Recent medical pathology museums; radiographic and other paleopathological work directed at identification of vita- imaging studies of living individuals also contribute. min C and vitamin D deficiencies has emphasized an Whilst having clear strengths, using lesions observed in a alternative approach, involving careful reading of primary reference population to interpret alterations in a target clinical sources coupled with a close understanding of the group or individual also has limitations. Ideally, we would pathophysiology of the bony alterations, as a means of wish a reference group to be representative of the full augmenting and refining our diagnostic criteria (Ortner, range of skeletal expression of the disease of interest. 2011; Crandall and Klaus, 2014). We therefore use not Medical pathology museum specimens collected prior to only documented cases, but also archeological material to the mid-20th century predate the advent of effective drug illustrate pathology typical of these diseases. For another and other treatments which radically altered the natural major condition discussed in this section, osteoporosis, history of many diseases, an advantage when acting as we are forced to step away from the reference/target pop- reference material for archeological target groups. ulation, lesion-based approach. Osteoporosis is a condition, However, pathology museum collections were assembled often age-related, that involves a decline in bone mass and for a variety of didactic and other purposes, none of in microstructural integrity of bone. Osteoporosis is identi- which were concerned with facilitating paleopathological fied in skeletal remains by direct measures of bone mass or
Copyright © 2019. Elsevier Science & Technology. All rights reserved. rights All Technology. & Science Elsevier 2019. © Copyright diagnosis. Accessioning and deaccessioning policies were microstructural integrity; in our discussion we emphasize often rather idiosyncratic, and heavily dependent upon the the strengths and weaknesses of applying various methods interests of individual curators (Arnold, 1999). There was to assess these parameters in ancient remains.
Ortner’s Identification of Pathological Conditions in Human Skeletal Remains. DOI: https://doi.org/10.1016/B978-0-12-809738-0.00015-6 © 2019 Elsevier Inc. All rights reserved. 531 Ortner's Identification of Pathological Conditions in Human Skeletal Remains, edited by Jane E. Buikstra, Elsevier Science & Technology, 2019. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/harvard-ebooks/detail.action?docID=5673624. Created from harvard-ebooks on 2020-11-08 16:07:31. 532 Ortner’s Identification of Pathological Conditions in Human Skeletal Remains
VITAMIN C DEFICIENCY long bone. There may also be osteopenia of the trabecular bone of the epiphysis. Mineralization in the provisional Scurvy is a disease caused by inadequate vitamin C. zone of calcification at the growth plate margin is main- Unlike most other animals, humans are unable to synthe- tained and is visible as a thin, more radiodense line at the size their own vitamin C, so are reliant on dietary intake. metaphyseal surface immediately beneath the growth Fresh fruit and vegetables are rich in vitamin C, and smal- plate. This is known as the white line of Fra¨nkel. ler amounts are available in meat, fish, and dairy pro- Similarly, the radiolucent epiphyseal spongiosa tends to ducts. Vitamin C content of foods is diminished by be surrounded by a thin, more radiodense line termed heating (Igwemmar et al., 2013) and, unless air is Wimberger’s ring (Noordin et al., 2012; Agarwal et al., excluded, by prolonged storage (Montan˜o et al., 2006). 2015). The poorly mineralized growing end of the bone Vitamin C deficiency principally reflects faulty diet, food may yield to mechanical forces, resulting in microfracture preparation, or storage. of the spongiosa beneath the growth plate. This may be evident as irregularity or concavity (“cupping”) of the growing end of the bone (Duggan et al., 2007). Repair of SUBADULT SCURVY microfractures may lead to bony spur formation at meta- Neonatal levels of vitamin C are related to maternal physeal margins (Pelkan’s spurs) (McCann, 1962; Tamura levels, and vitamin C is present in breast milk (Agarwal et al., 2000). Some of these alterations are shown dia- et al., 2015). Scurvy is rarely observed before age 4 grammatically in Fig. 15.1, and radiographically in months (unless the mother is deficient in the vitamin) and Fig. 15.2. The most frequent of the bony alterations asso- is most frequent in later infancy and early childhood, ciated with the direct effects of vitamin C deficiency is although it can occur at any age (Gulko et al., 2015). generalized osteopenia (Weinstein et al., 2001), which is Prolonged deficiency is necessary to produce scurvy, per- too nonspecific to aid diagnosis. The other changes are haps for a matter of months, although research in humans less frequent and may not form at all, even in advanced on this point relates to adult rather than subadult cases disease (Tamura et al., 2000; Weinstein et al., 2001; (e.g., Hodges et al., 1971). Akikusa et al., 2003). Most of the above alterations are Historical sources mainly discuss adult scurvy. The removed by remodeling following restoration of adequate first good description of subadult scurvy dates from 17th- vitamin C, but metaphyseal deformity may persist in century England (Still, 1935). It only began to be noted as severe cases (Sprague, 1976). In buried bone, care is a widespread problem in the 1870s when the wealthy began to feed their infants on bread and milk sterilized by heating, which destroyed the vitamin C (Carpenter, 1986: 158 172). In 1914, Hess demonstrated that scurvy could be cured by including raw milk, or fresh fruit and vegeta- bles, in the diet, and as the benefits of these dietary com- ponents became more widely known, the frequency of the disease fell (Carpenter, 1986: 172). Vitamin C is a critical modulator of the production of collagen, the main structural protein of bone and other connective tissue. In bone, the effects of vitamin C are complex and incompletely understood, but as well as pro- moting collagen matrix formation, it also (inter alia) pro- motes osteoblastic differentiation and proliferation in osteogenic cells (Aghajanian et al., 2015). Deficient vita- min C results in reduced bone formation, with consequent rarification of trabecular bone and cortical thinning. Although the metabolic effects of scurvy are systemic, in the growing skeleton, alterations are most pronounced at rapidly growing long-bone ends, particularly the distal femur, and at the sternal rib ends. These alterations, most of which are best visualized using radiographic or other medical imaging techniques, are described below.
Copyright © 2019. Elsevier Science & Technology. All rights reserved. rights All Technology. & Science Elsevier 2019. © Copyright There may be a transverse band of decreased density, visible as a radiolucent line (termed a scurvy line or FIGURE 15.1 Radiographic alterations that may be observed in sub- Tru¨mmerfeld zone) adjacent to the metaphyseal end of a adult scurvy (Brickley and Ives 2008, Fig. 4.7).
Ortner's Identification of Pathological Conditions in Human Skeletal Remains, edited by Jane E. Buikstra, Elsevier Science & Technology, 2019. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/harvard-ebooks/detail.action?docID=5673624. Created from harvard-ebooks on 2020-11-08 16:07:31. Metabolic Disease Chapter | 15 533
describe such lesions (Brickley et al., 2016:93;Klaus, 2017: 6), but in this chapter the term mixed lesion is used. The cranium is a frequent site of hemorrhagic lesions in subadult scurvy, but lesions may also be seen postcranially. The most typical sites for changes are item- ized in Table 15.1, and illustrated in Figs. 15.3 15.7. Perhaps the most consistent cranial location for osteo- logical hemorrhagic lesions in scurvy is the external sur- face of the greater wing of the sphenoid bone (Ortner and Ericksen, 1997). Here, major blood vessels lie between the temporalis muscle (one of the major muscles involved in mastication) and the bone. Minor traumata due to con- traction of the muscle would potentially cause bleeding that might elicit an osteological response. Lesions at loca- tions 2 6inTable 15.1 may also be associated with minor traumata associated with mastication (Ortner et al., 1999). Lesions on the orbital walls may be elicited by eye movement, and cranial vault lesions by minor scalp FIGURE 15.2 Anteroposterior radiograph of the left knee in a modern trauma. Foramina, such as the foramen rotundum of the case of scurvy. In addition to generalized osteopenia, there are radiolu- sphenoid bone and the infraorbital foramen of the maxilla, cent “scurvy” lines running transversely in the metaphyseal bone beneath convey nerves and blood vessels, so bleeding at these the growth plate, and irregularity of the metaphyseal end of the femur structures might potentially be responsible for localization due to microfracturing. Illustration courtesy of Michael Weinstein and the American Academy of Pediatrics. Pediatrics (2001), 108: E55. of hemorrhagic alterations in these locations. Although some vitamin C is required for new bone formation, animal studies (Bourne, 1942, 1943; Murray needed in evaluating radiographic changes. Soil erosion and Kodicek, 1949a,b) suggest that only very small of bone ends or superficial soil infiltration may potentially amounts of the vitamin (2% 5% of the dose required to remove or mimic the Fra¨nkel and Wimberger signs. maintain vitamin C saturation) are needed to enable an Collagen is the major structural protein in blood vessel osteoblastic response. Other than in starvation, total walls, so deficiency of vitamin C leads to hemorrhage. absence of vitamin C from the diet is rare. Therefore, pro- When hemorrhage occurs close to bone it may potentially liferative lesions are expected not only in the recovery cause osteological lesions. Outside the circulatory system, phase but also in active disease, and this has been con- blood elicits an inflammatory response (Klaus, 2017). firmed radiographically in humans (Joffe, 1961). Inflammation, or mechanical pressure on the periosteum In the identification of hemorrhagic lesions in subadult from localized bleeding, may provoke an osteoblastic scurvy, care is needed to distinguish abnormal porosity response (Weston, 2012), resulting in new bone deposi- from normal skeletal morphology. It is only once an tion upon the existing cortex. The vascular component of infant reaches about 1 year of age that the fiber bone that the inflammatory response to hemorrhage results in prolif- formed the fetal skeleton is fully replaced by lamellar eration of capillaries in the affected area. This may result bone. Therefore, bones of infants are often rather porous. in localized porosity of cortex to provide pathways for the Even in older individuals, bone at some locations, includ- vessels through bone (Ortner et al., 1999). These pores ing the alveoli, the inferior surface of the hard palate and are characteristically ,1 mm diameter and fully penetrate long bone metaphyses, retains a porous appearance. In the outer cortex (Brown and Ortner, 2011). In addition, such cases, as well as detailed morphological examina- deposits of new bone may show small branching channels tion, comparison with elements from remains of indivi- indicating capillary proliferation, and such “branched duals of similar age at death may help resolve whether or lysis” may also be seen on the normal cortical surface not porosity is abnormal. In addition, care is needed to (Mays, 2008b; Brown and Ortner, 2011). Although distinguish hemorrhagic lesions in the orbit and cranial lesions may take the form of subperiosteal new bone for- vault from lesions due to rickets or anemia. It should be mation and/or porosity of existing cortex, the latter is remembered that these conditions frequently cooccur more frequent (Ortner et al., 2001; Krenz-Niedbała, (Weinstein et al., 2001; Lewis et al., 2006). In any event, 2016). In some instances, both types of alteration may none of the alterations listed in Table 15.1 is diagnostic in
Copyright © 2019. Elsevier Science & Technology. All rights reserved. rights All Technology. & Science Elsevier 2019. © Copyright occur, with new bone formation upon cortex which itself isolation, but, in combination, they are strongly sugges- shows porosis. A range of terminology has been used to tive of scurvy.
Ortner's Identification of Pathological Conditions in Human Skeletal Remains, edited by Jane E. Buikstra, Elsevier Science & Technology, 2019. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/harvard-ebooks/detail.action?docID=5673624. Created from harvard-ebooks on 2020-11-08 16:07:31. 534 Ortner’s Identification of Pathological Conditions in Human Skeletal Remains
TABLE 15.1 Typical Sites for Hemorrhagic Lesions in Infantile Scurvy
Lesion Location Comments Cranial 1. Sphenoid, external surface, greater wing Generally bilateral and symmetric 2. Zygomatic bone, medial surface/posteromedial surface of maxillary zygomatic process 3. Posterior surface of maxilla 4. Coronoid process of mandible, medial surface 5. Inferior surface, palatine processes of maxillae 6. Maxillary and/or mandibular alveolar bone 7. Orbital walls Superior wall most often affected Alterations may show left/right asymmetry 8. Cranial vault Ectocranial surface more often affected than endocranial 9. Infraorbital foramen of maxilla 10. Foramen rotundum of sphenoid bone Postcranial 1. Long bones Especially metaphyses 2. Scapulae, supra- and infraspinous fossae 3. Ilia
Sources: Ortner and Ericksen (1997); Ortner et al. (1999, 2001); Brown and Ortner (2011); Geber and Murphy (2012); Klaus (2017).
FIGURE 15.3 Left side of the cranium of a child aged about 2 years. There is an area of abnormal porosity focused on the greater wing of the sphenoid bone. (Archeological individual, Pachacamac, Peru.)
Paleopathology Starting in the 1980s, some paleopathological cases of subadult scurvy were reported, diagnosed on the basis of
Copyright © 2019. Elsevier Science & Technology. All rights reserved. rights All Technology. & Science Elsevier 2019. © Copyright FIGURE 15.4 Posterior part of right maxilla of a 9 10-year-old child the microscopic appearance of subperiosteal new bone showing abnormal porosity (arrowed). (Archeological individual, deposits (e.g., Schultz, 1989; Schultz et al., 1998). Kilkenny, Ireland.) (Geber and Murphy, 2012, Fig. 15.2B.)
Ortner's Identification of Pathological Conditions in Human Skeletal Remains, edited by Jane E. Buikstra, Elsevier Science & Technology, 2019. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/harvard-ebooks/detail.action?docID=5673624. Created from harvard-ebooks on 2020-11-08 16:07:31. Metabolic Disease Chapter | 15 535
FIGURE 15.5 Medial surface, right hemimandible from a child aged about 18 months. There is an area of abnormal porosity at the base of the coronoid process (indicated by arrows). (Archeological individual, Alikianos, Greece.) (Bourbou, 2014, Fig. 15.4.)
FIGURE 15.7 Endocranial surface of left sphenoid of a 3-year-old child showing new bone formation around the foramen rotundum. (Archeological individual, Kilkenny, Ireland.) This figure was kindly supplied by Dr. Jonny Geber.
the dominant approach has been to use his macroscopic criteria (augmented by later authors—see Table 15.1)to identify the disease. On this basis, cases have been identi- fied from early populations in North America (Ortner et al., 2001), South America (Klaus, 2014), Europe (Mays, 2014), Asia (Ortner and Ericksen, 1997; Halcrow et al., 2014), Africa (Pitre et al., 2016), and Oceania (Buckley et al., 2014). In most large collections that have been examined, few cases have been found. Reviewing the European evidence, Mays (2014) concluded from this relative rarity, that in a temperate environment, seasonal fluctuations in vitamin C availability, and year- on-year variations in crop yields must not normally have been enough to induce serious vitamin C deficiency in subadults. Occasional findings of groups with high FIGURE 15.6 Cranial vault of an infant with scurvy showing new prevalences ( . 20%) of subadults showing lesions bone formation on frontal and parietal bones. (WM RCSE S56.4.) suggestive of scurvy were associated with famine or other historic events that disrupted normal food supply However, the value of this diagnostic approach has been (Mays, 2014). questioned, so that until they are reviewed using more A Bronze Age round barrow at Barrow Clump recent diagnostic criteria, their status remains uncertain (Mays, 2008b) provides an early case of scurvy from (Mays, 2014). Little use has been made of radiographic England. The remains date from 2200 to 1970 BC and are diagnostic criteria for identifying scurvy in paleopathol- of a child aged about 2 years. The postcrania survive ogy, perhaps because the fragile metaphyseal ends and poorly, precluding radiographic or other study of the Copyright © 2019. Elsevier Science & Technology. All rights reserved. rights All Technology. & Science Elsevier 2019. © Copyright epiphyses are often missing or poorly preserved in arche- metaphyses for signs of scurvy, but the skull was in ological material. Since Ortner’s work in the late 1990s, good condition and shows a constellation of hemorrhagic
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lesions. These are summarized in Table 15.2 and illus- Turning to postcranial lesions, scapular alterations are trated in Figs. 15.8 15.11. Some alterations were slight, illustrated by another European case, from medieval and needed to be carefully evaluated against nonpatholo- Serbia (Brown and Ortner, 2011). This individual (aged gical skeletons from the same site to ascertain that they about two years at death) showed porosis/new bone for- lay beyond the range of normal morphological variation mation at most of the cranial locations listed in (Figs. 15.8 and 15.10). Taken as a whole, the cranial Table 15.1. There were also porotic alterations in the lesions are as expected in vitamin C deficiency, and infraspinatus and supraspinatus fossae of the scapulae the array of alterations cannot credibly support another (Fig. 15.12). These sites underlie the major muscles of the diagnosis. rotator cuff; minor traumata due to arm movements may
TABLE 15.2 Lesions in Burial 6010 From Barrow Clump, England
Feature Type of Alteration Present Sphenoid, external surface, greater wing P Zygomatic bone, medial surface/posteromedial surface of maxillary zygomatic process P Posterior surface of maxilla P Coronoid process of mandible, medial surface P Inferior surfaces of palatine processes of maxillae P Alveolar bone Orbital walls NB, P Cranial vault Ectocranial: P; endocranial NB, P, BrL Infraorbital foramen of maxilla Foramen rotundum of sphenoid N