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Understanding the First

Understanding the First

CME / ORTHOTICS & BIOMECHANICS

Goals and Objectives

After reading this CME the practitioner will be able to:

1) Understand normal and abnormal function of the first ray with special emphasis on its integral role in medial longitudinal arch function and . Understanding 2) Acquire knowledge of the various etiologic factors that result in first ray hypermobility. the First Ray 109 3) Appreciate its normal and abnormal motion along Here’s a review of its normal with its attendant bio and and abnormal function, identification, pathomechanics. and clinical significance. 4) Become familiar with vari- ous methods to subjectively and By Joseph C D’Amico, DPM objectively identify its presence.

Welcome to Podiatry Management’s CME Instructional program. Our journal has been approved as a sponsor of Con- tinuing Medical Education by the Council on Podiatric Medical Education. You may enroll: 1) on a per issue basis (at $26.00 per topic) or 2) per year, for the special rate of $210 (you save $50). You may submit the answer sheet, along with the other information requested, via mail, fax, or phone. You can also take this and other exams on the Internet at www.podiatrym.com/cme. If you correctly answer seventy (70%) of the questions correctly, you will receive a certificate attesting to your earned credits. You will also receive a record of any incorrectly answered questions. If you score less than 70%, you can retake the test at no additional cost. A list of states currently honoring CPME approved credits is listed on pg. 144. Other than those entities currently accepting CPME-approved credit, Podiatry Management cannot guarantee that these CME credits will be acceptable by any state licensing agency, hospital, managed care organization or other entity. PM will, however, use its best efforts to ensure the widest acceptance of this program possible. This instructional CME program is designed to supplement, NOT replace, existing CME seminars. The goal of this program is to advance the knowledge of practicing podiatrists. We will endeavor to publish high quality manu- scripts by noted authors and researchers. If you have any questions or comments about this program, you can write or call us at: Podiatry Management, P.O. Box 490, East Islip, NY 11730, (631) 563-1604 or e-mail us at bblock@ podiatrym.com. An answer sheet and full set of instructions are provided on pages 144-146.—Editor

Functional human to accept body weight significant since it intersects the The first ray is a single sup- during static stance and to with- transverse and medial longitudinal port unit comprising the distal end stand ground reactive forces during arches.5 segment of a closely packed medi- ambulation (Figure 1, Table 1).1–4 Otto F. Schuster in the first text al longitudinal arch whose proper It is composed of the first meta- devoted to foot orthopaedics stat- function is critical in allowing the tarsal and internal cuneiform. ed that the first metatarsal is the chief load-bearing segment of the The location of this articulation is Continued on page 110 www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT Orthotics & Biomechanics Continuing

Medical EducationFirst Ray (from page 109) The effectiveness of this tendon on first ray stabili- ty is influenced by its direction of pull and application shortest, by far the strongest and most important of force, which in turn is determined by the position of weight-bearing point in the forefoot.6 The fact that it the subtalar and midtarsal .12–14 In a normal func- is the shortest metatarsal forces it to plantarflex during tioning foot, contraction of the results propulsion in order to keep it in contact with the sup- in a lateral and plantarward pull on the first ray.15 This porting surface. The first metatarsal has an inclination application of force is enhanced during supination, angle of 15–25 degrees, which is the greatest of all the creating a mechanical advantage, thereby restricting metatarsals.7 During static stance the first metatarsal dorsal excursion of the first ray. carries 40% of body weight.8 In a pronated foot due to an altered cuboid posi- tion, the pulley system is significantly diminished and peroneus longus contraction is unable to stabilize the first ray with resultant first ray instability and dorsal The first metatarsal has an inclination migration (Figure 3). The tibialis anticus acts con- angle of 15-25 degrees, which is the Continued on page 111 greatest of all the metatarsals.

Ligaments surrounding the stabilize the first metatarsal-cuneiform articulation.5, 9 Ligamentous sup- port and stability is further enhanced and assisted by the anterior and posterior tibial tendons and most 110 importantly by the peroneus longus tendon (Figure 2, Table 2). Duchenne recognized the importance of func- tional stability of the first ray and noted its dependence on agonist-antagonist muscle balance.10 Figure 1: The medial longitudinal arch with the first ray as its distal anchor- ing segment. The peroneus longus course runs obliquely through the cuboid canal from posterior and lateral to anterior and medial and inserts into the lateral aspect of the first metatarsal base and medial cuneiform. Peroneus longus contraction results in significant eversion of the first metatarsal base, thereby locking the medial cuneiform into the medial column. John- son and Christensen attributed 8.06 +/-3.07 degrees to first metatarsal eversion and 7.44 +/- 2.64 degrees of eversion of the internal cuneiform to peroneus lon- gus activity.11

Figure 2: First Ray Stability—Assisted by the windlass effect of the plantar TABLE 1: along with rearfoot supination the first ray is stabilized by joint com- pressive forces and the flexor hallucis longus and brevis as well as perone- First Ray Function us longus tendons allowing plantarflexion of the first metatarsal below the level of the lesser metatarsals.

• Resist ground reactive forces • Maintain medial longitudinal arch integrity during midstance supination • Allow first metatarsal head to plantarflex at lift • Allow acceptance of medially shifting body weight during propulsion without forefoot de- stabilization • Provide medial stability for propulsive phase rigid lever mechanism Figure 3: First Ray Hypermobility—Due to excessive pronation the pero- neus longus having lost its mechanical advantage along with the flexor hal- lucis longus and brevis is unable to stabilize the first ray as a result ground reactive forces produce dorsal displacement.

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stance to absorb shock, adapt to terrain and begin to accept and support body weight (Figure TABLE 2: 4). As the load on the foot becomes more vertical First Ray Stability during the stance phase and the and metatar-

Requirements During static stance

• First metatarsal plantarflexion below the the first metatarsal carries 40% level of the lesser metatarsals of body weight. • Peroneus longus, flexor hallucis longus and brevis stabilization sals are pressed into the ground, the medial longitudinal • Flexor hallucis brevis fusion with ab and ad- arch now functions in a truss-like fashion (Figure 5). ductor hallucis forming synergistic tri-directional Aided by the windlass mechanism tightening the stabilization plantar fascia, the truss model relies on normal first • Normal sesamoid function Continued on page 112 • Plantar fascia effect • Rearfoot supination

111 First Ray (from page 110) junctively with the peroneus longus, assisting it in the maintenance of propulsive phase medial longitudinal arch stability.16 Sesamoid stabilization is also necessary for proper first ray function and is achieved via the flexor hallu- cis longus and brevis tendons. First ray stabilization is aided by -to-bone contact and the resultant compressive forces within the joint, enabling this vital pedal segment to resist propulsive phase gravitational forces so it does not become mobile at a time when it should be stable.17 Figure 4: Early stance curved beam medial longitudinal arch functional analogy.

The curved beam representing the medial longitudinal arch functions in early stance to absorb shock, adapt to terrain and begin to accept and support body weight.

Additionally and significantly, the windlass effect of the plantar fascia reinforces medial longitudinal arch stability and according to Huang, et al. provides the highest relative contribution to arch stability, followed by the plantar and spring .2, 16, 18 The ability of the foot to absorb shock, adapt to terrain irregularities, as well as accept the weight of the Figure 5: With the calcaneus and metatarsals pressed into the ground and superstructure as it passes over it has been likened to aided by the plantar fascia the medial longitudinal arch functions in a truss- a curved beam and truss.1, 18–22 The curved beam, repre- like fashion as body weight moves forward over the supporting foot. A senting the medial longitudinal arch, functions in early stable first ray is necessary for its proper function. www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT Orthotics & Biomechanics Continuing

Medical EducationFirst Ray (from page 111)

ray to function to enable it to act as a stable pillar for the medial longitudinal arch.1 As noted by Rush, et al., the windlass mechanism is more efficient when the hallux, sesamoid apparatus, and first metatarsal are in correct alignment. In fact, there is a 26% increase in first metatarsal plantarflexion with the first MPJ in cor-

In a normal functioning foot, contraction of the peroneus longus results in a lateral and plantarward pull on the first ray.

rect alignment vs. a deviated articulation.20 The medial longitudinal arch also provides the Figure 7a: Early Midstance—Note the navicular-cuneiform relationship as with a long lever arm to act on the well as the compact nature of the first metatarsal-cuneiform articulation. forefoot enhancing a stable propulsive .8 112 First Ray Hypermobility First ray stability is critical in controlling the struc- tural integrity of the foot.1, 13, 21, 23–26 Hypermobility is generally described as excessive range of motion in a joint.27 A more appropriate functional definition of hypermobility is movement of a part at a time when it should be stable.13, 23–25 Dudley J. Morton, a Columbia University anatomist, in 1928 was the first to describe first ray hypermobility and instability of the metatarso- cuneiform joint in the sagittal plane.23 Hypermobility of the first ray is a destructive pro- cess caused by compensatory subtalar and midtarsal joint pronation due to compensation for inherent phy- logenic and ontogenically-induced characteristics and structural imperfections (Table 5, Figure 6).13, 23–25, 28–30 First ray hypermobility collapses the structural frame- Figure 7b: Late Midstance—Note the significant plantarward divergence work of the medial longitudinal arch, thereby dimin- of the navicular-cuneiform articulation vs. the unchanged sagittal plane relationship of first metatarsal and cuneiform. ishing the ability of the foot to become a rigid lever necessary for propulsion (Figures 7a, b, c). Altered first ray biomechanics with accompanying Continued on page 113

Figure 7c: Propulsion—Continuing pronounced pathologic divergence of the navicular-cuneiform articulation accentuated by internal rotation Figure 6: First Ray Hypermobility while the first metatarsal-cuneiform segment remains unchanged.

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First Ray (from page 112) organs suitable for climbing and to plantigrade locomotion grasping rather than weight car- was the development of the hypermobility have been implicat- riers. Since there was no need for peroneus longus and brevis ed in various foot pathologies in- shock absorption there was no from anterior to the axis of cluding: hallux valgus, metatarsus need for a longitudinal arch. As motion to posterior, changing its varus, flatfoot, posterior tibial ten- the longitudinal arch developed function from dorsiflexor to plantar- don dysfunction, plantar , in civilized races, its height was flexor, and assuming a propulsive medial tibial stress syndrome, meta- influenced by heredity. When the function. Secondarily, as a result tarsal stress fractures, and plantar ulcerations, etc.1, 12, 14, 20, 23–25, 29, 31–38 Modern man has not completed Ontogenic Influences Proportionally, the human in- the evolutionary process to the point where most fant has the largest head and the longest legs of any , which individuals have ideal foot structure. during the last trimester are crowd- ed into a relatively snug uterine environment. When soft limbs are change was made from semi-arbo- of increased forefoot stresses, the folded, flexed, and pressed against real to terrestrial, those who lived peroneus longus tendon migrated the vertebral column of the moth- and traveled on soft ground had lit- across the entire foot to act as a tie er, it induces curves and slants in tle need of shock absorption. There- piece, maintaining the medial lon- the lower extremity. As a result the fore, nature provided them with a gitudinal arch against depression. normal newborn possesses a great lower longitudinal arch, whereas Steindler emphasizes the “wander- number of significant structural de- those who traveled on stony, un- ing” of the peroneus longus across 113 ficiencies, which must be outgrown yielding surfaces developed a high- the plantar aspect of the foot as a or developmentally “unwound” er longitudinal arch. significant developmental factor in- against the deforming effects of A characteristic feature in the cident to the loss of opposability of gravity in a “plastic” environment evolution of man’s foot and ankle the great .36 encouraging retention rath- Since ontogeny recapit- er than resolution of these ulates phylogeny, any delay imperfections. TABLE 3: or arrest of development or One of these at-birth reversion to type regresses deficiencies is ligamentous foot structure. Functional laxity or joint hyperexten- Evolutionary ‘Scars’ abnormalities may occur as sibility, which has been Present in the a result of this reversion to a demonstrated to be the more atavistic state.36 only one-to-one predictor Normal Newborn Dudley J. Morton, in of first ray hypermobility.31 his 1935 text The Human Kermanli noted that gen- (adapted after Richard O Schuster, DPM) Foot, and even earlier in eralized ligamentous laxi- articles and lectures, pro- ty produced ineffective dy- • Externally rotated extremities posed first ray instability as namic locking of the medial a “source of trouble” for the • , , and ankle flexion column, inadequate tendon human foot and attributed and ligament integrity, all • Hypermobility it to atavism.23–25, 29 Many of contributing to collapse of • Metatarsus Primus Adductus the structural imperfections the longitudinal arch as • Metatarsus Adductus and atavistic characteris- well as late midstance and tics or evolutionary “scars” propulsive phase mobility • Talar neck Adductus that are retained in the feet in place of stability.39 • Coxa varum of most otherwise healthy • Genu varum newborns born today are Phylogenic Influences • Tibial varum the basic cause for most Modern man has not orthopedic foot pathology completed the evolutionary • Subtalar varus (Table 3).28, 29, 39 process to the point where • Forefoot varus According to Morton and most individuals have ideal • Anterior femoral bowing others, the atavistic short foot structure. Primitive first metatarsal lends itself • Anterior tibial bowing man was semi-arboreal with to hypermobility with trans- a minor factor in its • Minimal tibial torsion fer of forces to the next most daily existence. Feet were stable segment, the second more hand-like prehensile Continued on page 114 www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT Orthotics & Biomechanics Continuing

Medical EducationFirst Ray (from page 113) first metatarsal was 2–4mm short. In metatarsal (Table 4).23-25, 29, 41–43 Mor- summary, there was TABLE 4: ton described the short first meta- a higher incidence tarsal as a “problem for normal foot and greater degree Morton’s Syndrome mechanics”, citing dorsal first ray of shortness in the mobility rolling the foot inward with patient group vs. the second metatarsal overload.23–25 control. • Short first metatarsal The primary deficiency in Mor- Intrigued by • Posterior displaced sesamoids ton’s syndrome dealt with the rel- his findings, Dr. • First ray base diastasis cuneiform “split” ative length of the first metatarsal. Schuster proceeded If one assumes a tripod model of to examine a large • Hypertrophy cortices second metatarsal the foot with the calcaneus, first, number of plaster and fifth metatarsal heads as the casts in his labora- bases, then if one of the pods were tory and noted that shorter, there would be a predispo- 80% had a short first metatarsal by pathologic musculoskeletal influ- sition toward medial rotation of the at least 1mm. Schuster concluded ences, the question as to whether or not an individual will develop symptomatology is dependent upon the degree of mal-alignment and the According to Morton and others, extent and severity of acquired co- the atavistic short first metatarsal lends itself to morbidities. Some individuals with minor to even moderate degrees of 114 hypermobility with transfer of forces to the next mal-alignment will not encounter problems since they are not active most stable segment the second metatarsal. enough to render their imbalances symptomatic.28

foot. Posterior sesamoid displace- that a short first metatarsal must be First Ray Motion ment further functionally shortens one of the etiological factors in foot Hicks, in 1953, determined that the first met length, but Morton felt pathology, and the severity of the normal first ray motion in the open this was of lesser importance in shortening may be directly linked to kinetic chain is triplanar and runs the syndrome. Rush, et al. in a ca- the degree of pathology accompany- nearly horizontal from posterome- daveric dissection study confirmed ing it. dial at the navicular to anterolateral Morton’s original theory, revealing In addition to phylogenic and at the third metatarsal base.26 The a 26% increase in first ray plan- ontogenetically-induced pathologi- total pronation supination range tarflexion and engagement of the cal influences into the foot and leg is 22 +/- 8 degrees and primarily windlass mechanism from a devi- capable of producing first ray hy- consists of sagittal and frontal plane ated to corrected first MPJ position. This suggests that windlass func- tions better when the first metatar- The net effect of sal, sesamoid apparatus, and hallux position are properly aligned and closed chain pronation on first ray motion functioning.20 In 1952, Richard O. Schus- is dorsiflexion and eversion. ter radiographically examined a non-patient control group and com- pared the first metatarsal length permobility, acquired conditions motion with a negligible amount in a large patient population.44 In such as obesity, limb discrepancy, occurring in the transverse plane. the control group, 33% had a first neuromuscular disorders, etc. may The sagittal and frontal plane mo- metatarsal shorter, 33% equal, and also aggravate, complicate, precip- tion is comprised of dorsiflexion 34% longer than the second meta- itate, or perpetuate this situation. with inversion and plantarflexion tarsal. In the patient population, Inflammatory arthropathies such with eversion.13, 28, 45–48 Accompany- 79% had a shorter first metatar- as rheumatoid or ing dorsiflexion is approximately 2 sal by 1mm or more and 21% had are capable of producing first meta- degrees of adduction.49, 50 a longer first metatarsal Further- tarsocuneiform with joint According to several authors, more, in the control group, the laxity resulting in frontal and sagit- first ray motion primarily takes place highest incidence was 1–2mm in tal plane instability.37 at the metatarsocuneiform articula- those with a short first metatarsal, Therefore, as a consequence of tion, but they note that some motion whereas in the patient group, the phylogenic, ontogenic and acquired Continued on page 115

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Kelso, et al., in an open kinetic chain cadaveric study of 24 specimens, deter- mined the total sagittal plane motion of the first ray to be 12.38 +/-3.4 mm.52 The absence of an intermetatarsal ligament allows the first ray in- creased mobility in the sagittal plane, whose end-range of dorsal ex- cursion is limited by the plantar first metatarso- cuneiform ligament.53 Glasoe, et al. noted dor- sal first ray mobility to Figure 8a: First Ray Clinical Mobility Test— Figure 8b: First Ray Clinical Mobility Test—Plantarflexing the range from 4–9 mm with With the ankle and subtalar joint in neutral first ray. an average of 6mm in position “sandwich” the lesser metatarsals and young healthy individu- with the opposite hand dorsi- and plantarflex als.54 Fritz and Prieskorn ex- the first ray, noting the degree of movement amined first ray dorsiflexion above and below the second metatarsal head. in 100 healthy subjects and 115 found it to average 4.37mm.55 First Ray (from page 114) Klaue and Mann agree that greater than 4 degrees of sag- may occur more proximally along ittal elevation of the first ray the longitudinal arch.5, 31, 43 Waniven- indicates hypermobility.31, 56, 57 haus, et al. demonstrated that first A cadaver study of the load- ray motion occurs at different levels ed foot in function by D’Am- within the medial arch column.5 In ico and Schuster investigated this study, significant motion was the net effect of pronation on noted between the medial and mid- first ray motion and was un- dle cuneiforms and navicular-cunei- able to demonstrate dorsiflex- form articulations with lateral com- ion and inversion of the first pression of the metatarsal heads as ray with closed chain prona- is seen in the excessively pronated Figure 8c: First Ray Clinical Mobility Test—Dorsiflexing the tion.17 The authors observed foot. first ray. that the net effect of closed J. David Skliar, DPM investi- chain pronation on first ray gated first ray motion via cadaveric motion was dorsiflexion and dissection in over 200 specimens eversion and that the axes and found that due to broad liga- obtained by Hicks did not mentous attachments, attempts to seem to apply to the loaded dislodge the metatarsocuneiform ar- foot. Oldenbrook and Smith ticulation through forceful manual confirmed or implicated first pressure were unsuccessful in ob- ray eversion with pronation taining any degree of movement.17 as well as numerous other Saffo, et al. states that 90% of authors including: Johnson first ray motion occurs at the na- and Christensen, Grode and vicular-cuneiform articulation with McCarthy, McGlamry, Olson, only 10% occurring at the first and Seidel, Talbot and Saltz- metatarsocuneiform level.51 Mizel man, Dykyj, Scranton, Rou- demonstrated 5mm of first ray base kis and Scherer, et al.11, 58–65 dorsal movement with sectioning of Eustace in 1993 performed a plantar ligamentous attachments.9 Figure 9: Clinical Grasp Test—Grasp the foot at the tar- cadaveric study on 20 spec- Other cadaveric studies have sometatarsal articulation and with the ankle and subtalar imens and noted that the demonstrated 3.5 degrees of sagittal joint in neutral position use the opposite hand to move plantar tuberosity of the base plane motion with little or no rota- the first ray dorsally and plantarward noting the degree of of the first metatarsal moved tion.9, 31, 43 movement. Continued on page 116 www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT Orthotics & Biomechanics Continuing

Medical EducationFirst Ray (from page 115)

laterally or everted with closed chain pronation.49 In another study, Eustace, et al. radiographically ana- lyzed 100 feet and demonstrat- ed not only a significant rela- tionship between first meta- tarsal pronation, i.e., eversion and the height of the medi- al longitudinal arch, but also found that it was the most dominant single variable.50 In effect, the more the medial longitudinal arch collapses, the more the first ray rises. This is in agreement with Durrant, who noted that low declina- Figure 10a: Simplistic examination and docu- Figure 10b: In-shoe forefoot pressure patterns with tions of the first ray accom- mentation of in-shoe forefoot pressure patterns revealing an absence of pressure sub first metatarsal panying excessive pronation with i phone. head and increased pressure sub 2,3,4 met heads as causes the first ray to assume well as hallux. an everted position relative to the 116 ground, whereas at higher declina- tion angles, the first ray assumes an inverted position.66 Early stance phase pronation absorbs shock, allows the foot to adapt to terrain variation and lowers Pathomechanics Whether or not the first ray is the first ray towards the supporting surface. able to function in a normal stable manner is dependent upon its ability

to resist ground-re- hypermobility as a continuum of active forces, that increasing pathomechanical motion TABLE 5: in turn is dictated with a diversity of clinical signs and by the proper func- symptoms as first ray insufficiency Etiology First Ray tioning of struc- develops and progresses.20 Morton, tures and mecha- Lapidus, and Hansen depict the first Hypermobility nisms that serve to ray as gatekeeper for forefoot pa- stabilize the medial thology, with a hypermobile ray • Short First Metatarsal longitudinal arch. unlocking the forefoot, predisposing These include the it to hallux abducto valgus, meta- • Compensated Forefoot Varus plantar ligaments, primus varus and metatarsal- 19, 23-25, 29, 67–69 • Compensated Forefoot Valgus Flexible extrinsic muscula- gia. Type ture, and windlass Early stance phase pronation effect of the plantar absorbs shock, allows the foot to • Compensated Equinus: gastroc/soleus, fascia. Any varia- adapt to terrain variation, and low- ankle, forefoot, metatarsal, , tion in normal foot ers the first ray towards the sup- • Superstructural Transverse Plane and leg alignment porting surface. As body weight Deficiencies with secondary dis- progresses forward, superstructural ruption of the nor- limb mechanics driven by recipro- • mal pronation-su- cal arm and limb pendulum motion pination gait cycle rotate the pelvis externally over the • Limb Length Discrepancy longer limb timing sequence support limb, encouraging a sta- • Posterior Tibial Tendon Dysfunction/ disrupts first ray ble supinatory platform for propul- Accessory Navicular function, leading to sion. Pronation past the midstance progressive first ray phase of gait unlocks the midtarsal • Inflammatory Arhropathies deformity. joint, eliminates the windlass effect Rush, et al. de- of the plantar fascia, negatively al- scribes first ray Continued on page 117

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First Ray (from page 116) everted position.17 Additionally, it has been ters the peroneus longus angle of shown that there is a relation- application of force, dampens its ship between generalized ligamen- contractive capacity, disrupts the tous laxity and first ray hypermo- conjunctive action of the tibialis bility.39, 70 Fritz and Preskorn demon- anticus and peroneus longus, flexor strated 6.93 degrees of sagittal hallucis longus and brevis and first plane first ray motion in individuals MPJ joint compressive forces, de- with a hyperextensible thumb with stabilizing the first ray.1, 11, 70 only 3.95 degrees of motion in a Due to the accompanying na- control group.55 vicular-cuneiform collapse, the first ray is unable to resist the reactive First Ray Hypermobility force of gravity and becomes mo- and Hallux Valgus bile at a time when it should be As early as 1925, surgeons such stable. This relatively elevates the as Truslow recognized that first first metatarsal head above the level metatarsocuneiform stabilization of the proximal phalynx, blocking was required to treat hypermobili- or functionally limiting propulsive ty associated with hallux valgus.74 phase first MPJ dorsiflexion, and Figure 11a: LW barefoot averaged stance Lapidus popularized the closing transfers forces to the second meta- pressure patterns with center of force (COF) wedge first metatarsocuneiform ar- tarsal head.22, 45, 71, 72 pathways Note absence of pressure sub first throdesis, however it is Truslow The net result is an inability of met heads and significant increased pressure sub who is credited with the term meta- the first ray to accept body weight, 2,3,4 met heads left foot. tarsus primus varus. Lapidus be- 117 stabilize the medial longitudinal arch segment, activate the dynamic windlass mechanism, and enable the body to freely and efficiently Hypermobility of the first ray has been pass over the supporting foot. In an implicated in the production attempt to continue the “blocked” forward path of the superstructure, of hallux valgus, metatarsus primus varus the interphalangeal joint of the hal- lux may become hyperextended. and acquired flatfoot deformities. This first ray “looseness” allows the foot to further rotate medially, resulting in an inward, downward out the midstance phase of gait lieved that hypermobility of the first collapse of the longitudinal arch. with accompanying calcaneal ever- metatarsal may represent an atavis- Therefore, any condition result- sion beyond the vertical is capable tic finding.19, 67, 68 ing in compensatory subtalar and of producing a functional instability Hypermobility of the first ray midtarsal joint pronation through- or destabilization of the first ray has been implicated in the produc- in effect dor- tion of hallux valgus, metatarsus siflexing and primus varus, and acquired flat- everting this foot deformities.13, 23-25, 27, 31, 42, 60, 62, 64, segment at 75-78 Since first metatarsocuneiform a time when instability or first ray hypermobility it should be is seen with hallux abducto val- plantarflex- gus deformity and since this is a ing (Table three-dimensional pathology, pa- 5). Dorsi- tients often have an associated flat- flexion with .8, 71 Eustace, et al. eversion of radiographically analyzed 100 feet the first ray and demonstrated not only a sig- is seen until nificant relationship between first its end-range metatarsal pronation and the height of mobility is of the medial longitudinal arch, achieved, at but also found that it was the most which point dominant single variable.50 it begins to Elevation of the first ray due invert from to first ray hypermobility leads to Figure 11b: LW 3-D view depicting reduced to absent first ray loading. its markedly Continued on page 118 www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT Orthotics & Biomechanics Continuing

Medical EducationFirst Ray (from page 117) result of their findings, the authors suggested that extrinsic anatomic transfer loading of the second features may play a role in first ray metatarsal with radiographic hyper- mobility.79 trophy and is frequently seen with hallux abducto valgus.32, 71 Clinical Identification Carl, et al. demonstrated a cor- In the past, identification has relation between generalized liga- been derivatively determined by mentous laxity and hallux valgus subjective complaints and clini- versus a control group.35 Coughlin, cal findings. Subjective complaints et al. performed a cadaver study to include first metatarsocuneiform determine the degree of hypermo- joint pain, , painful bility pre- and post- crescentic os- hyperkeratoses sub second or third teotomy correction of hallux valgus metatarsal heads and/or medial deformity. They found first ray sta- IPJ of the hallux, hallux interpha- bility restored with a procedure that langeal joint pain associated with does not sacrifice the first meta- compensatory hyperextension, first tarsocuneiform articulation. As a MPJ pain with or without accom-

Figure 12a: LW sneakers with orthoses aver- The Coleman block test is aged stance Note improved weight distribu- tion patterns bilaterally especially sub first met another clinical test that may be employed to heads. 118 assess first ray sagittal plane motion panying shoe irritation, etc. Clinical on weight-bearing. findings may include a “dropped” transverse metatarsal arch and in- creased dorsal mobility of the first ray. Radiographically, a thickening of the medial and lateral cortices of the second metatarsal shaft, meta- tarsal cuneiform split, posteriorly displaced sesamoids, metatarsus primus elevatus, short first meta- tarsal, metatarsocuneiform osteo- phytes or dorsal lipping, etc. may be observed. Various devices have been de- signed to measure first ray motion, some more accurate than others.80–85 The value of instrumented assess- ment of first ray motion has yet to be determined.71 First described by Morton in 1928 and reintroduced by Root, et al. in 1971, the first ray clini- cal mobility test may be utilized to assess first ray motion.13, 23, 25 It is performed using one hand to sandwich the lesser metatarsals, and applying a dorsiflexory force to stabilize the ankle at 90 degrees, then using he opposite hand to dorsi and plantarflex the first ray. (Figures 8a, b, c) The amount of movement is noted by the end po- sition of the examiner’s fingernails in relationship to the head of the Figure 11c: LW barefoot waveform analysis force vs. time Note decreased first met pressure (green second metatarsal. Normal motion wave) and increased second (yellow) and third (blue) met head pressure. Continued on page 118

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First Ray (from page 118) mobility, dorsi- flexing the ankle consists of 5mm dorsally reduces first ray mo- and 5mm plantarward for bility while plantarflex- a total of 10 mm.13 Again, ion increases it; there- findings should be com- fore, all testing should pared with the contralat- be done with the ankle eral foot. in neutral position.16 Bednarz and Mano- The examiner notes the li suggested that one full amount of motion pres- thumb breadth of move- ent and compares it to ment in a dorsalward di- contralateral foot. Nor- rection indicates hypermo- mal first ray sagittal bility.86 Radiographs may plane range of motion be compared with and is 4.3-6.5mm. Findings without strapping (radio- greater than 7–10 de- graphic squeeze test) to grees with a firm end- note changes in first ray Figure 12b: LW 3-D view sneakers with orthoses Note markedly improved first point indicate hypermo- alignment.11, 87 Roukis dis- met head weight-bearing function. bility.27, 31, 77, 86 cusses a “dynamic Hicks The Coleman block test” initially described by Roy and Another method of clinically test is another clinical test that may Scherer to assess first ray motion. determining the presence of first be employed to assess first ray sag- Similar to the sandwich technique ray hypermobility is to grasp and ittal plane motion on weight-- test, however, in this instance it is stabilize the foot proximally with ing. A patient stands on a 1.5mm 119 the hallux that is dorsiflexed and the opposite hand, then move the wooden block supporting the sec- plantarflexed with the examiner not- first ray in the sagittal plane (clini- ond through fifth metatarsals, al- ing dorsal and plantarward move- cal squeeze test) (Figure 9).90 Since lowing unopposed plantarflexion of ment of the first ray.88, 89 talar position influences first ray the first ray. The block is then shift- ed to support the first ray, allowing the lateral metatarsal to plantarflex while allowing first ray dorsiflexory capacity to be observed.88 Richard O Schuster, DPM al- ways had a penlight handy to ex- amine the innersole wear of the patient’s shoe, thus revealing a dy- namic record of their weight distri- bution patterns. In essence, this is a simplistic, realistic, and reliable method of assessing in-shoe forces, based on sub hallux, first and sec- ond met head pressure markings ca- pable of indicating first ray function or dysfunction during gait (Figures 10a, b). Since many types of daily and sport footwear today have re- movable insoles, this assessment is even easier to perform.

Dynamic Quantitative Assessment of First Ray Function Hypermobility of the first ray is a condition that occurs under the foot and inside the shoe while the patient is ambulating. It cannot be seen with the naked eye, nor timed with a stopwatch. In-shoe pressure analysis via a computer-assisted Figure 12c: LW shoes plus orthoses. Note the markedly improved stabilized first metatarsal function gait system (CAGA) allows the ob- during propulsion. Continued on page 120 www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT Orthotics & Biomechanics Continuing References tarsus primus varus as a cause of hypermo- Medical EducationFirst Ray (from page 119) 1 Glasoe WM Yack HJ Saltzman CL bility J Foot Ankle surg 2000;39:68-77. 21 jective, realistic assessment and Anatomy and biomechanics of the first ray Hicks JH The mechanics of the foot II: quantification of first ray function Phys Ther 854-8591999;79(9). the plantar and the arch J Anat 2 during ambulation. Huang CK Kitaoka HB An KN, et al. 1954;88:25-30. 22 Dananberg HJ Gait style as an etiology CAGA observation of sub first Biomechanical evaluation of longitudinal arch stability Foot Ankle 1992;14:353-357. to chronic postural pain Part I: function- MPJ weight-bearing during the mid- 3 Manter JT Distribution of compression al hallux limitus J Am Podiatr Med Assoc stance and propulsive phases of forces in the joints of the human Anat Rec 1993;83:433-441. gait indicates stability or instability 1946;96:313-321. 23 Morton DJ Hypermobility of the first of the first ray. Reduced first MPJ 4 Saltzman CL Nawoczenski DA Com- metatarsal bone: the interlinking factor be- weight-bearing in a pronated foot plexities of foot architecture as a base of sup- tween metatarsalgia and longitudinal arch indicates inactivation of the wind- port J Orthop Sports Phys Ther 1995;21:354- strains J Bone J Surg 1928;10:187-197. 24 lass mechanism and failure of the 360. Morton DJ First metatarsal function 5 peroneus longus to stabilize the first Wanivenhaus A Pretterklieber M First in static disorders of the foot Am J Surg ray resulting in hypermobility with tarsometatarsal joint: anatomical biome- 1930;9:315-328. 25 Morton DJ The Human Foot New secondary transfer of ground reac- chanical study Foot Ankle 1989;9:153-157. 6 Schuster OF Foot Orthopaedics First York, N Y Columbia University 1935. tive forces laterally and/or distal- 26 Institute of Podiatry 1927:4. Hicks JH The mechanics of the foot, I: ly. These forces are depicted and 7 Demetrapoulos CA Deland J: Anatomy the joints J Anat 1953; 87:345-357. quantified via time and force curves and Biomechanics of the Foot and Ankle in 27 Myerson MS Badekass A Hypermobili- of individual foot segment pres- Thordarson DB Foot & Ankle Philadelphia ty of the first ray Foot Ankle Clin 2000;5:469- sures along with dynamic multiple Williams & Wilkins 2013:3. 484. step analysis of in-shoe or barefoot 8 Greisberg J Foot and ankle anatomy 28 Schuster RO Origins and implications weight distribution pressures, pat- and biomechanics in Core Knowledge in of frontal plane imbalances of the leg and 120 terns and pathways (Figures 11a, b, Orthopedics Foot and Ankle eds DiGiovanni foot. In Yearbook of Podiatric Medicine and c). CAGA can also be employed to C Greisberg JElsevier 2007:6,7,12,15. Surgery Futura Mt Kisco NY 1981. 9 29 Morton DJ Evolution of the human objectively assess success post con- Mizel MS The role of the plantar first metatarsal cuneiform ligament in weight- foot J Bone J Surg 1924;56:56-90. servative and/or surgical manage- 30 bearing on the firs metatarsal Foot Ankle Bohman L Landsman R Emerging ment (Figures 12a, b, c) 1993;14:82-84. insights on first ray hypermobility Podiatry 10 DuChenne GB The Physiology of Mo- Today 2015 Dec:53-58. Summary tion J B Lippincott Philadelphia Pa 1949. 31 Klaue K Hansen ST Masquelet AC Hypermobility of the first ray is 11 Johnson CH Christensen JC Bio- Clinical quantitative assessment of first tar- a destructive process occurring pri- mechanics of the first ray: the effects on sometatarsal mobility in the sagittal plane marily at the medial cuneiform-na- peroneus longus function Jrn Ft Ank Surg and it s relation to hallux vicular articulation, caused by sub- 1998;38:313-321. Foot Ankle Int 1994;15:9. 12 32 talar and midtarsal joint pronation Tiberio D Pathomechanics of structur- Greisberg J Prince D Sperber L First ray mobility increase in patients with meta- as a result of inherently-induced al deformities Phys Ther 1988;68:1840-1849. 13 Root ML Orien WP Weed JH Nor- tarsalgia Foot Ankle Int 2010;31(11):954-958. phylogenic and ontogenic-induced 33 mal and Abnormal Function of the Foot Los Weinfeld SD Haddad SL Myerson MS imperfections. These may be ex- Angeles Calif: Clinical Biomechanics Corp Metatarsal stress fractures Clin Sports Med acerbated by acquired co-morbidi- 1977:46-360. 1997;16:319-338. ties. Historically, identification has 14 Donatelli RA Abnormal biomechanics 34 Jhass MH Disorders of the hallux and been determined by subjective com- In Donatelli RA ed The Biomechanics of the first ray In: Wickland E ed Disorders of the plaints and clinical findings. Objec- Foot and Ankle 2nd ed Phil PA :FA Davis Co Foot and Ankle 2nd ed Phil Pa WB Saunders tive assessment of first ray function 1996:34-72. 1991:943-946. 15 35 via in-shoe pressure analysis offers Bohne WH Lee KL Peterson MG Ac- Carl A Ross S Evvanski P, et al Hy- a realistic quantitative perspective tion of the peroneus longus tendon on the permobility in hallux valgus Foot Ankle 1988;8:264-270. of its performance. first metatarsal against metatarsus primus varus force Foot Ankle Int 1997;18:510-512. 36 Steindler A Kinesiology of the Human Understanding and utilization 16 Grebing BR Coughlin MJ The effect of Body Charles C Thomas Springfield, Ill of these principles and techniques ankle position on examination for first ray 1955:401. will allow the astute practitioner to mobility Foot Ankle Int 2004;25:467-475. 37 Popelka S Hromadka R Vavrik P et al be able to identify and assess first 17 D’Amico JC Schuster RO Motion of Hypermobility of the first metatarsal bone ray hypermobility as well as im- the First Ray: Clarification through investiga- in patients with rheumatoid arthritis treated prove conservative as well as surgi- tion J Am Podiatr Assoc 1979;69(1):17-23. by lapidus procedure BMC Musculoskeletal cal-based management outcomes. 18 Sarrafian SK Functional characteristics Disorders 2012;13:148. 38 Although the recognition of a of the foot and plantar aponeurosis under Shereff MJ Pathophysiology anatomy major functional fault in the key tibiotalar loading Foot Ankle Int 1987;8:4-18. and biomechanics of hallux valgus Orthope- 19 dics 1990;13:939-945. propulsive phase segment of the Lapidus PW A quarter of a century of experience with the operative correction of 39 Kamanli A Sahin S Ozqocmen S, et al. foot is a significant finding, it re- the metatarsus primus varus in hallux valgus Relationship between foot angle and hyper- mains of paramount importance Surg Gynecol Obstet 1934;58:183. mobility scores and assessment of foot types that its underlying etiology be iden- 20 Rush SM Christensen JC Johnson CH in hypermobile individuals Foot Ankle Int tified and addressed. PM Biomechanics of the first ray: Part II: Meta- Continued on page 121

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First Ray (from page 120) 57 Mann RA Coughlin MJ Hallux val- 76 Johnson KA Tile TA Hal- gus-etiology, anatomy, treatment and surgi- lux valgus due to cuneiform-meta- 2004;25(2):101-106. cal considerations Clin Orthop 1981;157:31- tarsal instability J South Orthop Assoc 40 Tax HR Pronated feet: a health hazard 41. 1994;3:273, to developing children J Child Adolescent 58 Oldenbrook LL Smith CE Metatarsal 77 Mann JA Hallux Valgus, Hallux Varus Social Work 1993. head motion secondary to rearfoot pronation and Sesamoid Disorders in Thordarson 41 Myerson M Metatarsocuneiform ar- and supination: an anatomical investigation DB Foot & Ankle Phil Williams & Wilkins throdesis for management of hallux valgus JAPA 1979;69:24. 2013:125,129 and metatarsus primus varus Foot Ankle 59 Scranton PE Rutowski R Anatomic 78 Glasoe WM Allen MK Salzman CL 1992;13:107-15. variation in the first ray Part I Anatomic as- First ray dorsal mobility in relationship to 42 Myerson M Metatarsocuneiform ar- pects related to surgery Clin Orthop hallux valgus deformity and first Intermeta- throdesis for treatment of hallux valgus Relat Res 1988;151:244. tarsal angle Foot Ankle Int 2001;22:98-101. and metatarsus primus varus Orthopedics 60 Dykyj D Pathologic anatomy of hallux 79 Coughlin MJ Jones CP Viladot R, et 1990;13:1025. abducto valgus in Clinics in Podiatr Med and al. Hallux valgus and first ray mobility: a ca- 43 Prieskorn DW Mann RA Fritz G Ra- Surg WB Saunders Philadelphia 1987:7. daveric study Foot Ankle Int 2004;25(8):537- diographic assessment of the second meta- 61 Talbot KD Saltzman CL Assessing 544, tarsal: Measure of first ray hypermobility sesamoid subluxation: how good is the AP 80 Jones CP Coughlin MJ Viladot PT The Foot Ankle Int 1996;17:331. radiograph? Foot Ankle Int 1998;19:547. validity and reliability of the Klaue device 44 Schuster RO survey analysis of the 62 McGlamry ED Hallux sesamoids J Foot Ankle Int 2005;26:951-956, Morton syndrome J Natl Assoc Chirop Amer Podiatr Assoc 1965;55:693. 81 Glasoe WM Yack HJ Saltzman CL The 1952;42(5):35-41. 63 Olson TR Seidel MR The evolution of reliability and validity of a first ray measure- 45 Kelikian H Hallux Valgus and Allied some clinical disorders of the human foot: a ment device Foot Ankle Int 2000;21:240-246, Deformities of the Foot and Metatarsalgia comparative survey of living Foot 82 Kim JY Hwang KS, et al. A simple de- WB Saunders Philadelphia Pa 1965. Ankle 1983;3:326. vice for measuring the motion of the first ray 46 Ebisui JM The first ray axis and the 64 Grode SE McCarthy DJ The anatom- of the foot Foot Ankle Int 2008;29:213-218, first metarsophalangeal joint: an anatomical ical implications of hallux abducto valgus: 83 Lee KT Young K Measurement of first 121 and pathomechanical study J Amer Podiatr a cryomicrotomy study 1980 J Am Podiatr ray mobility in normal vs. hallux valgus pa- Assoc 1968;58:160-168. Assoc 1980;70:539-551. tients Foot Ankle Int 2000;22:960-968. 47 Broca P the deformity of the anterior 65 Roukis TS Scherer PR Anderson CF 84 Smith B Coughlin MJ The first meta- part of the foot produced by the shoe Bull Position of the first ray and motion of the tarsocuneiform articulation, hypermobility Soc Anat 1852;27:60. first metatarsophalangeal joint J Am Pod and hallux valgus What does it all mean? 48 Sgarlato T Compendium of Podiatric Med Assoc 1996;86:538-546. Foot Ankle Surg 2008;14:138-141. Biomechanics California College of Podiatric 66 Durrant MN McElroy T Durrant L First 85 Glasoe WM, Yack HJ Salzman CL Medicine San Francisco 1971. metatarsophalangeal joint motion in Homo Measuring first ray hypermobility with a 49 Eustace S Byrne JO Stack J, et al Ra- sapiens: theoretical association of two-axis new device Arch Phys Med Rehabil diologic features that enable assessment kinematics specific morphometrics J Am 1999;80:122-124. of first metatarsal rotation: the role of pro- Podiatr Med Assoc 2012;102(5):374-389. 86 Bednarz PA Manoli A Modified nation in hallux valgus Skeletal Radiol 67 Lapidus PW The author’s bun- Lapidus procedure for the treatment of 1993;22:153. ion operation from 1931-1959 Clin Orthop hypermobile hallux valgus Foot Ankle Int 50 Eustace S Byrne JO Beausang O, et 1960;6:119-135. 200;21:816-821. al. Hallux valgus, first metatarsal pronation 68 Lapidus PW Operative correction in 87 Romash MM Fugate D Yanklowit B and collapse of the medial longitudinal arch; the metatarsus primus varus in hallux valgus Passive motion of the first metatarsal cune- a radiographic correlation Skeletal Radiol Surg Gynecol Obster 1934;58:183-191. iform joint: Preoperative assessment Foot 1994;23:191. 69 Hansen ST Hallux valgus surgery: Ankle 1990;10:93. 51 Saffo G Wooster MF Stevens M, et a.l Morton and Lapidus were right! Clin Podiatr 88 Roukis TS Landsman AS Hypermobili- First metatarsocuneiform joint arthrodesis: a Med & Surg 1996;13:347-354. ty of the first ray: a critical review of the liter- five year retrospective analysis J Foot Surg 70 Lundberg A Svensson OK Bylund C et ature J Foot Ankle Surg 2003;42(6):377-390. 1989;28:459-465. al Kinematics of the ankle/foot complex-part 89 Roy KJ Scherer P Forefoot supinatus J 52 Kelso SF Richie JR Cohen IR, et al. 2:pronation and supination Foot Ankle Am Podiatr Med Assoc 1986;76:390-394 . Direction and range of motion of the first ray 1989;9:194-200. 90 Myerson MS Cuneiform-metatarsal J Amer Podiatr Assoc 1972:72:600. 71 Hensl H Sands AK Hallux valgus in arthrodesis In Johnson KA ed The Foot and 53 Thordarson DM Schmotzer H Chon J Core Knowledge in Orthopedics Foot and Ankle New York Raven 1994:107. et al Dynamic support of the human longitu- Ankle eds DiGiovanni C Greisberg J Elsevier dinal arch: a biomechanical evaluation Clin 2007:106-107. Orthop 1995;316:165-172. 72 Dananberg HJ Sagittal plane biome- Dr. D’Amico is Profes- 54 Glasoe WM Allen MK Yack HJ Mea- chanics J Am Pod Med Assoc 2000;90:47-50. sor and Former Chair surement of dorsal mobility in the first ray 73 Carl A Ross S Evanski P, et al Hy- Division of Orthopedics and elimination of fat pad compression as a permobility in hallux valgus Foot Ankle & Pediatrics at the New variable Foot Ankle Int 1998;19:542-546. 1988;8:264-270 York College of Podiatric 55 Fritz GR Prieskorn D First metatarso- 74 Truslow W Metatarsus primus Medicine. He is a Dip- cuneiform motion: a radiographic and statis- varus or hallux valgus? J Bone Joint Surg lomate of the American tical analysis Foot Ankle 1995;16:117-123 1925;28:98. Board of Orthopedics & 56 Mann RA Coughlin MJ Adult hallux 75 Faber FW Kelinensink GJ, et al. Mea- Medicine and is in private valgus In Mann RA Coughlin MJ eds: Sur- surement of the first tarsometatarsal articula- practice New York, NY. gery of the Foot and Ankle ed 6 St Louis tion in hallux valgus patients: a radiographic Mosby-Year Book 1993:167. analysis Foot Ankle Int 2001;22.965-969, CME Exam on page 122

www.podiatrym.com SEPTEMBER 2016 | PODIATRY MANAGEMENT CME EXAMINATION Continuing

Medical Education See instructions and answer sheet on pages 144-146

1) What percentage of body weight is carried 6) Which of the following conditions are capable by the first metatarsal during static stance? of producing a hypermobile first ray? A) 20% A) Compensated forefoot varus B) 30% B) Compensated gastroc/soleus equinus C) 40% C) Short first metatarsal D) 50% D) All of the above

2) In a normal functioning foot, contraction of 7) The net effect of pronation on the first ray is the peroneus longus results in a best represented by which one of the following? A) Medial and dorsal pull of the first ray A) Dorsiflexion and inversion B) Medial and plantarward pull of the first ray B) Dorsiflexion and eversion C) Lateral and dorsal pull of the first ray C) Plantarflexion and inversion D) Lateral and plantarward pull on the D) Plantarflexion and eversion 122 first ray. 8) Hypermobility of the first ray may lead to 3) Which one of the following are components which of the following? of Morton’s syndrome? A) Hallux Valgus A) Short first metatarsal B) Metatarsalgia B) Hypertrophy of second metatarsal cortices C) Hallux Extensis C) Posteriorly displaced sesamoids D) All of the above D) All of the above 9) At what point in the gait cycle does the medial 4) Which of the following are responsible for longitudinal arch function as a curved beam? first ray stability? A) Swing A) Peroneus longus B) Early midstance B) Flexor hallucis longus and brevis C) Late midstance C) Windlass effect of the plantar fascia D) Propulsion D) All of the above 10) The inclination angle of the first metatarsal 5) Which one of the following are example of is represented by which one of the following? an evolutionary “scar” or atavistic trait in the A) 5-15 degrees human foot? B) 15-25 degrees A) Forefoot varus C) 25-35 degrees B) Hypermobility D) 35-45 degrees C) Metatarsus primus adductus D) All of the above see Instructions and answer sheet on pages 144-146.

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