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Posterior Lumbar Decompression and Fusion (PLDF)

Operative SurgerySpine
SpineAdvancedCore Procedure

Posterior Lumbar Decompression and Fusion (PLDF)

How to perform posterior lumbar decompression and instrumented fusion — the prone midline exposure step by step, pedicle screw insertion at the Magerl point with five-wall probing, the decompression-versus-fusion decision, dural tear management and rehabilitation. advanced orthopaedic operative-surgery guide.

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28 min
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advanced
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Peer-reviewed · 2026-06-20
High-yield overview

Prone midline approach with bilateral laminectomy, medial facetectomy, pedicle screw fixation and posterolateral fusion · advanced

spineSubspecialty
14Operative steps
6Danger zones
180 minTypical duration
Critical Must-Knows
  • Exiting versus traversing root anatomy: the L4 nerve exits at the L4-L5 foramen under the L4 pedicle; the L5 nerve traverses the L4-L5 level and exits at the L5-S1 foramen.
  • Pedicle screw entry point: the Magerl point at the junction of the transverse process base and the lateral superior facet, with a 10-15 degree medial trajectory (about 20 degrees at L5).
  • The abdomen MUST hang free in the prone position to reduce epidural venous pressure by about 50 percent and minimise bleeding.
  • Level verification with intraoperative fluoroscopy, counting from the sacrum upward, is mandatory to prevent wrong-level surgery (a never event).
Clinical Pearls
  • “
    Ligamentum flavum removal: always identify the UNDER surface first with a Woodson elevator before cutting, for safety.
  • “
    The five-wall pedicle probing technique confirms no cortical breach before screw insertion: medial, lateral, superior, inferior and the anterior floor.
  • “
    Posterolateral fusion bed: decorticate the transverse processes to bleeding bone and pack with local autograft from the removed lamina.
  • “
    Dural tear management: primary repair with 4-0 or 5-0 suture if accessible; fibrin glue and bed rest if anterior or inaccessible.

When & Why


Indication. Symptomatic lumbar spinal stenosis with instability that has failed at least 3-6 months of conservative care. The commonest single indication is degenerative spondylolisthesis Grade I-II at L4-L5 (with neurogenic claudication or radiculopathy and dynamic translation on flexion-extension radiographs), but PLDF is also used for: - Spinal stenosis with instability — central or lateral recess stenosis with spondylolisthesis, dynamic translation greater than 3-4 mm, or angulation greater than 10 degrees on flexion-extension views.

  • Anticipated iatrogenic instability — when an adequate decompression requires removal of more than 50 percent of a facet joint.
  • Recurrent stenosis after prior decompression with progressive instability.
  • Degenerative scoliosis with stenosis (curves greater than 15-20 degrees) requiring decompression and realignment. The one decision that matters. Every case begins with the same posterior midline exposure and a thorough decompression. The only real question is whether the segment is unstable enough to warrant adding an instrumented fusion:
Decompression alone

For stenosis with NO instability — less than 3 mm dynamic motion, no spondylolisthesis, no deformity — and where more than 50 percent of each facet can be preserved. Shorter surgery, less blood loss, faster recovery, no hardware complications. The Swedish Spinal Stenosis Study (Forsth) found no benefit from adding fusion in this group.

Decompression + instrumented fusion (PLDF)

The operation described here. For degenerative spondylolisthesis Grade I-II, dynamic instability, anticipated iatrogenic instability, recurrent stenosis with instability, or degenerative scoliosis. The SLIP trial (Ghogawala) showed adding instrumented fusion roughly halved reoperation (14 percent versus 34 percent) in stable Grade I slip.

Add an interbody cage (TLIF / PLIF)

Selective use — for foraminal height restoration, slip reduction, a high pseudarthrosis risk, or revision. The SPORT substudy (Abdu) found no durable clinical advantage of 360-degree interbody fusion over instrumented posterolateral fusion at four years, so interbody is reserved for specific indications rather than routine use.

Contraindications. Absolute: active infection at the surgical site, severe medical comorbidity precluding safe anaesthesia, or inability to tolerate prone positioning. Relative: severe osteoporosis (T-score less than minus 3.5 — may need cement augmentation), active smoking (raises pseudarthrosis risk three- to four-fold), morbid obesity (BMI greater than 40), severe vascular disease, and previous fusion at adjacent levels. Pre-operative planning. Standing AP and lateral lumbar radiographs with flexion-extension views to assess alignment and instability; MRI for stenosis severity, disc degeneration and nerve root compression; CT where bone detail matters (facet arthritis, spondylolysis, prior hardware). Decompress every symptomatic stenotic level; fuse only unstable segments. Plan pedicle diameter on axial imaging (typically 6-8 mm in the lumbar spine, smaller at L5), screw length 35-45 mm (about 80 percent of vertebral body depth), and a 5.5 mm rod.

The Operation


The goal: through a single posterior midline incision, expose the posterior elements subperiosteally, decompress the central canal and both lateral recesses/foramina, insert pedicle screws at the Magerl point with five-wall probing, decorticate the transverse processes, pack local autograft to create a posterolateral fusion, and connect the construct with lordotic rods. The exposure is laid out in full below (and in depth on the posterior approach to the lumbar spine page).

Posterior lumbar decompression and fusion
Posterior lumbar decompression and instrumented fusion with pedicle screws, rods and interbody cages.Credit: OrthoVellum surgical illustration

Operative sequence

Step 1Positioning and level confirmation
  • Prone on a Jackson table, Wilson frame or chest rolls with the abdomen hanging completely free — this is critical, reducing epidural venous engorgement and bleeding by about 50 percent.
  • Hips extended to reduce lumbar lordosis for easier posterior access; pad every pressure point (knees, genitals, breasts, face and eyes).
  • Arms on boards at less than 90 degrees abduction, or tucked at the sides; head neutral without rotation.
  • Confirm the level with AP and lateral fluoroscopy BEFORE the skin incision, counting from the sacrum upward (L5-S1, L4-L5, L3-L4 …) and mark the spinous processes. Wrong-level surgery is a never event (0.5-1 percent incidence).
Step 2Midline incision and subperiosteal exposure (the exposure)
  • Midline longitudinal incision centred over the target spinous processes — about 8-12 cm for a single level, longer for multilevel — through skin, subcutaneous fat and the thoracolumbar fascia in the midline.
  • The midline raphe is a relatively avascular plane. Incise the fascia in the midline and elevate the paraspinal muscles subperiosteally off the spinous processes, laminae and facet joints using monopolar cautery.
  • Carry the dissection laterally to the transverse processes bilaterally — the fusion bed and the pedicle screw entry point both live here.
  • Strict subperiosteal technique preserves the segmental nerve supply to the paraspinal muscles and reduces denervation-related postoperative pain.
  • Preserve the posterior ligamentous complex (supraspinous and interspinous ligaments) at adjacent levels to avoid iatrogenic instability.
Step 3Landmarks and retractor placement
  • Place self-retaining retractors (Taylor, McCullough or cerebellar) and confirm the bony landmarks on each side: spinous processes, laminae, facet joints and transverse processes.
  • Adequate exposure reaches the Magerl point — the junction of the lateral border of the superior articular facet and the base of the transverse process — at every instrumented level.
Step 4Pedicle screw entry point (Magerl point)
  • The entry point is the junction of the lateral border of the superior articular facet and the base of the transverse process.
  • Decorticate the entry point lightly with a burr or curette, then penetrate the posterior cortex with an awl or the starting pedicle probe.
  • Trajectory: 10-15 degrees medial angulation (more convergent at L5 — about 20-25 degrees), parallel to the superior endplate on lateral fluoroscopy. Advance with a gentle "gear-shift" rotation rather than pushing.
Step 5Pedicle preparation and FIVE-WALL probing (critical step)
  • After advancing the probe to the anterior third of the vertebral body (about 35-45 mm), withdraw it and palpate ALL FIVE WALLS with a ball-tip probe: 1. Medial wall (MOST DANGEROUS — borders the neural canal). 2. Lateral wall (psoas, less critical). 3. Superior wall (superior disc space). 4. Inferior wall (inferior disc space). 5. Anterior floor (vertebral body, overlying the great vessels).
  • Every wall must feel like solid cortical bone. If a breach is detected, redirect the tract or choose a shorter screw before inserting.
Step 6Insert the screws
  • Tap the pedicle only if the bone is dense (skip tapping in osteoporotic bone to preserve purchase).
  • Insert an appropriately sized screw (6-8 mm diameter, 35-50 mm length — about 80 percent of vertebral body depth is safe).
  • Confirm position with AP and lateral fluoroscopy and orient the screw heads for rod seating.
Step 7Laminectomy and ligamentum flavum removal
  • Remove the spinous processes at the operative levels with a rongeur and save the bone for local autograft.
  • Perform a bilateral laminectomy from medial pedicle to medial pedicle using Kerrison rongeurs and/or a high-speed burr. Thin the lamina with the burr first, then nibble it away (safer than biting full-thickness bone).
  • Ligamentum flavum — the safe technique: ALWAYS identify the UNDER surface first with a Woodson elevator to define the plane between the ligamentum and the dura (the dura lies only 2-3 mm anterior to it). Incise the ligamentum flavum laterally and peel it off medially, working lateral-to-medial to progressively expose the dural sac. Cutting from superficial to deep is dangerous and risks a dural tear.
  • The decompression is adequate when CSF pulsations transmit to the dura and the sac is decompressed and mobile.
Step 8Foraminotomy and nerve root decompression
  • Decompress the lateral recess with a medial facetectomy (removing the medial portion of the superior articular facet) using a Kerrison or burr — but limit resection to LESS THAN 50 percent of the facet to avoid iatrogenic instability.
  • At each level, identify and free BOTH nerve roots: - the EXITING root, which passes laterally UNDER its pedicle in the foramen (at L4-L5 this is the L4 root); - the TRAVERSING root, which descends medially to exit at the next level (at L4-L5 this is the L5 root, heading for the L5-S1 foramen).
  • Undercut the superior articular process of the caudal vertebra and clear the ligamentum flavum from the foramen until the exiting root is mobile, free and pulsating with CSF.
Step 9Fusion bed decortication
  • Remove all soft tissue from the transverse processes and remaining facet surfaces.
  • Decorticate the transverse processes with an osteotome or high-speed burr down to bleeding cancellous bone, creating the bilateral intertransverse fusion gutters. The quality of this bed determines whether the fusion takes.
Step 10Bone graft application
  • Use the local autograft harvested from the removed lamina, spinous processes and facets — morselised into 3-5 mm pieces. It is the ideal graft: osteogenic (live cells), osteoinductive (growth factors), osteoconductive (scaffold) and has no donor-site morbidity.
  • Pack it generously into the bilateral intertransverse gutters (typically 10-20 mL per level). Supplement with allograft chips, iliac-crest autograft (for more than two levels), or BMP (rhBMP-2) only when local graft is insufficient — BMP risks ectopic bone, seroma and radiculopathy, so use it deliberately.
  • Expected instrumented posterolateral fusion rate is 85-95 percent at one year.
Step 11Rod placement and final construct
  • Contour the rods to restore physiological lumbar lordosis (typically 40-60 degrees) — avoid a flat-back deformity — and seat them fully into the screw heads.
  • Apply gentle compression across a spondylolisthesis (this reduces the slip and compresses the graft); use distraction cautiously for foraminal height, as it can overdistract.
  • Tighten all set screws to appropriate torque (avoid over-torque, which strips the threads) and confirm the construct with AP and lateral fluoroscopy. Add cross-links for long constructs of more than three levels.
Step 12Final decompression assessment
  • Before closure, pass an instrument (e.g. Penfield or ball-tip probe) behind the dura and around each nerve root — the canal should be clear and every root completely free, mobile and pulsating with CSF.
  • Confirm no graft material has migrated into the canal and no screw head impinges on a root. Inadequate decompression is the commonest reason for a failed operation.
Step 13Hemostasis and dural tear management
  • Achieve meticulous hemostasis with bipolar cautery on the epidural veins and Gelfoam for persistent ooze; keep the patient normotensive and avoid aggressive cautery near the nerve roots.
  • If a dural tear is recognised (CSF egress), assess size and accessibility: - Small accessible tear (less than 5 mm): primary repair with 4-0 or 5-0 non-absorbable suture (Prolene/Nurolon), watertight, then test with a Valsalva and cover with a sealant. - Large tear: patch repair with cadaveric dura, a synthetic matrix (DuraGen, Durepair) or autologous fascia, sutured where possible and sealed. - Inaccessible (anterior) tear: cannot be primarily repaired — apply fibrin glue alone and close the fascia water-tight, with 24-48 hours of bed rest postoperatively (a lumbar drain is controversial and is avoided for infection risk).
  • Document the tear and counsel the patient.
Step 14Wound closure
  • Copious irrigation (3-6 litres) to remove debris and bone dust.
  • The thoracolumbar fascia is the critical layer — close it water-tight with 0 or 1 Vicryl (this is especially important after a dural tear and bears most of the tension).
  • Close the subcutaneous layer (2-0 or 3-0 Vicryl) to eliminate dead space, then the skin (staples, subcuticular or interrupted). A subfascial drain (Blake or JP) is optional for multilevel or bloody cases and is removed when output is less than 30 mL over 8 hours.
Positioning dangers
  • Wrong-level surgery (0.5-1 percent) — confirm with fluoroscopy counting from the sacrum before incision.
  • Pressure injuries, especially to the face, eyes and genitals.
  • Visual loss (rare, from prolonged prone positioning or hypotension).
  • Brachial plexus injury from arm abduction greater than 90 degrees.
  • Abdominal compression, which increases epidural bleeding.
Why the midline subperiosteal plane matters

The midline raphe is relatively avascular, and strict subperiosteal dissection preserves the segmental nerve supply to the paraspinal muscles (less denervation pain) while protecting the posterior ligamentous complex at adjacent levels (less iatrogenic instability). Bleeding from muscle almost always means you have left the subperiosteal plane.

Magerl point, trajectory and the five walls

Entry point is the Magerl point — junction of the transverse process base and the lateral superior facet — with a 10-15 degree medial trajectory (about 20 degrees at L5), parallel to the endplate. Before any screw goes in, probe and palpate ALL FIVE WALLS: medial, lateral, superior, inferior and the anterior floor. All must be intact. The medial wall is the thinnest (1-3 mm) and the most dangerous breach direction because it opens into the neural canal.

Pedicle screw dangers
  • Medial breach (5-10 percent): neural injury, dural tear — the MOST DANGEROUS direction.
  • Lateral breach: into psoas, less critical but weakens fixation.
  • Superior or inferior breach: disc-space violation.
  • Anterior breach or screw too long: great vessels (aorta bifurcates at L4, IVC on the right, left common iliac vein crosses L5).
Ligamentum flavum — under-surface first

The safest way to remove the ligamentum flavum is to identify its UNDER surface first with a Woodson elevator. This develops the plane anterior to the ligamentum and protects the dura, which lies only 2-3 mm deep. Work lateral-to-medial, progressively exposing the sac. Cutting from superficial to deep is how dural tears happen.

Laminectomy and decompression dangers
  • Dural tear (5-15 percent, higher in revision surgery).
  • Nerve root injury in the lateral recess from traction or direct trauma.
  • Epidural venous bleeding from Batson's plexus.
  • Excessive facetectomy (greater than 50 percent) causing iatrogenic instability, or pars fracture.
  • Inadequate decompression leaving persistent symptoms.
Always two roots at each level

At L4-L5 there are TWO roots to free: the EXITING L4 root passing laterally under the L4 pedicle in the foramen, and the TRAVERSING L5 root descending medially to exit at L5-S1. Medial facetectomy decompresses the lateral recess (traversing root); undercutting the superior articular process opens the foramen (exiting root). The root is named by where it EXITS, not where it traverses — and limit facetectomy to less than 50 percent.

Local autograft is the ideal graft

The removed lamina and spinous processes, morselised into 3-5 mm pieces, are the ideal graft material — osteogenic, osteoinductive, osteoconductive and with no donor-site morbidity. Pack it generously into bleeding, decorticated intertransverse gutters; instrumented posterolateral fusion achieves 85-95 percent at one year.

Hemostasis, dural repair and closure dangers
  • Unrecognised dural tear — CSF leak, pseudomeningocele, meningitis.
  • Inadequate hemostasis — epidural hematoma, cauda equina syndrome.
  • A drain placed against a dural tear — persistent CSF leak.
  • Inadequate fascial closure — wound dehiscence; surgical-site infection runs at 1-5 percent in instrumented spine surgery.

Aftercare & Complications


Rehabilitation | Phase | Timing | Milestones and restrictions | |-------|--------|------------------------------| | Recovery room | 0-24 h | Neurovascular checks every 2 h; log-roll; IV then oral analgesia; mobilise day 0-1 (bed rest 24-48 h if a dural tear was repaired) | | Early mobilisation | Weeks 0-6 | Walking only; NO bending, lifting greater than 5 kg or twisting (BLT) for 3 months; drain out when less than 30 mL per 8 h | | Therapy | Weeks 6-12 | Gentle range of motion from week 2-4; core strengthening from week 6-8; avoid flexion-loading and favour neutral-spine postures | | Consolidation | 3-6 months | Light activities and driving from about 3 months; radiographs at 6 weeks, 3 and 6 months | | Fusion maturation | 6-12 months | CT at 12 months to confirm fusion (the gold standard); return to heavy labour once fused | Bracing is NOT routine for instrumented PLDF — it is reserved for osteoporotic bone, obesity, or non-compliance risk (a rigid TLSO for 6-12 weeks when used). Return to work: desk duties at 6-12 weeks, light physical work at 3-4 months, heavy labour at 6-12 months when the fusion is solid. Bone health matters — vitamin D supplementation (target greater than 75 nmol/L), calcium 1200 mg daily, and smoking cessation are critical; thromboprophylaxis is risk-based (early mobilisation and stockings for low risk; enoxaparin or rivaroxaban for 10-14 days when age greater than 60, obese, or prior VTE). Complications

Dural tear / CSF leak (5-15 percent, higher in revision)
Recognition
Intraop: visible CSF egress, dural defect. Postop: clear wound drainage, positional headache, pseudomeningocele on MRI
Prevention
Identify the under-surface of the ligamentum flavum before cutting, gentle technique, Woodson elevator, avoid aggressive retraction
Management
Intraop: primary repair 4-0/5-0 suture, patch if large, fibrin glue if inaccessible. Postop: bed rest, acetazolamide, epidural blood patch if persistent
Nerve root injury (1-5 percent, usually transient)
Recognition
New postop motor or sensory deficit in a root distribution; foot drop most common (L5), loss of ankle reflex (S1)
Prevention
Adequate decompression before retraction, identify exiting and traversing roots, avoid excessive traction, careful screw placement, probe all pedicle walls
Management
Most are transient: observation with steroids and gabapentin. Progressive deficit or cauda equina: immediate MRI and return to OR
Pedicle screw malposition (5-10 percent, most asymptomatic)
Recognition
Postop CT shows a breach: medial (neural), lateral (psoas), anterior (vessels), superior/inferior (disc). Symptomatic: new radiculopathy or deficit
Prevention
Proper entry point (Magerl), 10-15 degree medial trajectory, probe all five walls, AP and lateral fluoroscopy, feel for breach
Management
Asymptomatic lateral breach: observe. Symptomatic or medial breach: revision to reposition or remove the screw and decompress the nerve
Pseudarthrosis / non-union (10-15 percent posterolateral-only, 5 percent with interbody)
Recognition
Persistent mechanical back pain (not radicular), worse with activity and relieved by rest; screw halo sign, screw breakage or no bridging bone on CT at 12 months
Prevention
Smoking cessation (critical — three- to four-fold higher risk), adequate decortication, generous graft, rigid fixation; consider interbody for high-risk cases
Management
Asymptomatic: observe. Symptomatic: revision fusion with an interbody cage (TLIF/PLIF), extend instrumentation, address risk factors
Epidural hematoma / cauda equina syndrome (less than 1 percent but catastrophic)
Recognition
Immediate postop: progressive bilateral leg weakness, saddle anaesthesia, urinary retention; drain output may stop suddenly as clot forms
Prevention
Meticulous hemostasis, normotensive at closure, consider a drain for multilevel cases, close neuro monitoring, avoid early anticoagulation
Management
EMERGENCY: immediate MRI and return to OR within 6 hours to evacuate and decompress; outcomes worsen if delay is greater than 12 hours
Surgical site infection (1-5 percent, higher with instrumentation and revision)
Recognition
Early (less than 4 weeks): erythema, drainage, dehiscence, fever. Late: persistent pain, raised CRP/ESR, draining sinus
Prevention
Preop antibiotics (cefazolin 2 g, or vancomycin if MRSA risk), normothermia, minimise OR time, meticulous closure, sterile technique
Management
Early superficial: wound care and oral antibiotics. Deep: OR debridement plus hardware retention if less than 3 weeks and stable, with 6 weeks IV antibiotics; late or loose hardware: removal and staged revision
Adjacent segment disease (about 2.5 percent per year, cumulative)
Recognition
New stenosis or instability at the level above or below the fusion; recurrent radiculopathy or claudication after a pain-free interval; new stenosis on MRI
Prevention
Avoid fusion where decompression alone suffices, preserve facets at adjacent levels, restore lordosis to reduce adjacent stress, limit fusion to the minimum levels
Management
Conservative first (physiotherapy, injections). If that fails: extend the fusion to the symptomatic adjacent level, or decompress if no instability
Major complications — recognition, prevention and management
ComplicationRecognitionPreventionManagement
Dural tear / CSF leak (5-15 percent, higher in revision)Intraop: visible CSF egress, dural defect. Postop: clear wound drainage, positional headache, pseudomeningocele on MRIIdentify the under-surface of the ligamentum flavum before cutting, gentle technique, Woodson elevator, avoid aggressive retractionIntraop: primary repair 4-0/5-0 suture, patch if large, fibrin glue if inaccessible. Postop: bed rest, acetazolamide, epidural blood patch if persistent
Nerve root injury (1-5 percent, usually transient)New postop motor or sensory deficit in a root distribution; foot drop most common (L5), loss of ankle reflex (S1)Adequate decompression before retraction, identify exiting and traversing roots, avoid excessive traction, careful screw placement, probe all pedicle wallsMost are transient: observation with steroids and gabapentin. Progressive deficit or cauda equina: immediate MRI and return to OR
Pedicle screw malposition (5-10 percent, most asymptomatic)Postop CT shows a breach: medial (neural), lateral (psoas), anterior (vessels), superior/inferior (disc). Symptomatic: new radiculopathy or deficitProper entry point (Magerl), 10-15 degree medial trajectory, probe all five walls, AP and lateral fluoroscopy, feel for breachAsymptomatic lateral breach: observe. Symptomatic or medial breach: revision to reposition or remove the screw and decompress the nerve
Pseudarthrosis / non-union (10-15 percent posterolateral-only, 5 percent with interbody)Persistent mechanical back pain (not radicular), worse with activity and relieved by rest; screw halo sign, screw breakage or no bridging bone on CT at 12 monthsSmoking cessation (critical — three- to four-fold higher risk), adequate decortication, generous graft, rigid fixation; consider interbody for high-risk casesAsymptomatic: observe. Symptomatic: revision fusion with an interbody cage (TLIF/PLIF), extend instrumentation, address risk factors
Epidural hematoma / cauda equina syndrome (less than 1 percent but catastrophic)Immediate postop: progressive bilateral leg weakness, saddle anaesthesia, urinary retention; drain output may stop suddenly as clot formsMeticulous hemostasis, normotensive at closure, consider a drain for multilevel cases, close neuro monitoring, avoid early anticoagulationEMERGENCY: immediate MRI and return to OR within 6 hours to evacuate and decompress; outcomes worsen if delay is greater than 12 hours
Surgical site infection (1-5 percent, higher with instrumentation and revision)Early (less than 4 weeks): erythema, drainage, dehiscence, fever. Late: persistent pain, raised CRP/ESR, draining sinusPreop antibiotics (cefazolin 2 g, or vancomycin if MRSA risk), normothermia, minimise OR time, meticulous closure, sterile techniqueEarly superficial: wound care and oral antibiotics. Deep: OR debridement plus hardware retention if less than 3 weeks and stable, with 6 weeks IV antibiotics; late or loose hardware: removal and staged revision
Adjacent segment disease (about 2.5 percent per year, cumulative)New stenosis or instability at the level above or below the fusion; recurrent radiculopathy or claudication after a pain-free interval; new stenosis on MRIAvoid fusion where decompression alone suffices, preserve facets at adjacent levels, restore lordosis to reduce adjacent stress, limit fusion to the minimum levelsConservative first (physiotherapy, injections). If that fails: extend the fusion to the symptomatic adjacent level, or decompress if no instability

Other complications. Wrong-level surgery (0.5-1 percent) is prevented by preop and intraop fluoroscopy counting from the sacrum, skin marking and a time-out; management is immediate reoperation at the correct level with full documentation and disclosure. Hardware failure (screw or rod breakage, usually from pseudarthrosis or an under-sized screw) and junctional problems (proximal junctional kyphosis) are revised if symptomatic or if deformity progresses.

Viva & Exam Focus


Mnemonic

SCREWSSCREWS — pedicle screw safe insertion

S
Start at the Magerl point
Entry at the junction of the transverse process base and the lateral superior facet
C
Convergent trajectory
10-15 degrees medial (about 20 degrees at L5), parallel to the endplate
R
Rotate with the gear-shift
Gentle rotation with feel, not force — should advance smoothly
E
Examine all five walls
Probe medial, lateral, superior, inferior and the anterior floor — all must be intact
W
Watch depth on fluoro
About 80 percent vertebral body depth; confirm on AP and lateral views
S
Secure fixation
No toggling, good purchase, no breach on final imaging
Mnemonic

ABDOMENABDOMEN — prone positioning checklist

A
Abdomen hanging free
Reduces epidural venous pressure by about 50 percent — critical for bleeding control
B
Bolsters under chest and pelvis
Jackson table, Wilson frame or chest rolls for proper support
D
Detect all pressure points
Pad knees, genitals, breasts, face and eyes to prevent pressure injuries
O
Open hips extended
Reduces lumbar lordosis for easier posterior access
M
Monitor and protect the eyes
Prevent visual loss from pressure or a prolonged face-down position
E
Elbows less than 90 degrees
Arms on boards or tucked, to prevent brachial plexus injury
N
Neutral spine alignment
Avoid excessive flexion or extension; confirm on lateral fluoroscopy
Dural sac and cauda equina

Location: central canal, 2-3 mm anterior to the ligamentum flavum; the conus ends at L1-L2. Protection: identify the under-surface of the ligamentum flavum before cutting, use a Woodson elevator, gentle retraction only; CSF leak risk 5-15 percent.

Nerve roots (exiting and traversing)

Location: the exiting root passes under its pedicle in the foramen (L4 exits at L4-L5); the traversing root descends medially to exit at the next level (L5 exits at L5-S1). Protection: decompress the lateral recess, identify both roots before instrumentation, avoid excessive traction, limit facetectomy to less than 50 percent.

Epidural venous plexus (Batson's)

Location: anterior to the dura; a valveless plexus connecting the pelvic veins to the azygos system. Protection: abdomen-free positioning reduces engorgement by about 50 percent; bipolar cautery only, avoid aggressive anterior dissection, Gelfoam for control.

Pedicle medial wall

Location: the medial cortex separates the pedicle from the neural canal; the thinnest wall (1-3 mm, thinnest at L5). Protection: proper Magerl entry point, 10-15 degree medial trajectory (about 20 degrees at L5), probe all five walls with a ball-tip probe, feel for cortical breach.

Great vessels (aorta / IVC)

Location: anterior to the vertebral body; the aorta bifurcates at L4, the left common iliac vein crosses at L5. Protection: limit screw depth to about 80 percent of vertebral body depth (35-45 mm typical), avoid anterior cortex breach, confirm depth on fluoroscopy.

Clinical Decision Scenarios

Practise clinical reasoning and management decisions out loud

Viva scenarioCritical
Clinical prompt

“A 62-year-old presents 6 hours after a PLDF with progressive bilateral leg weakness, saddle numbness and urinary retention. The drain put out 200 mL in recovery but has now stopped. What is your diagnosis and management?”

Viva scenarioStandard
Clinical prompt

“Explain the difference between the exiting and traversing nerve roots at L4-L5. Why is this clinically important?”

Viva scenarioStandard
Clinical prompt

“What are your indications for fusion versus decompression alone in lumbar spinal stenosis? A 68-year-old has Grade I degenerative spondylolisthesis (6 mm slip) at L4-L5 with stenosis — what would you recommend?”

Exam day cheat sheet
PLDF — rapid exam review

Indications

  • Degenerative spondylolisthesis Grade I-II (MOST COMMON) — an unstable slip needing decompression
  • Spinal stenosis with instability (translation greater than 3-4 mm, angulation greater than 10 degrees on flexion-extension)
  • Recurrent stenosis after decompression with progressive instability
  • Degenerative scoliosis with stenosis requiring decompression and realignment
  • Anticipated iatrogenic instability (a facetectomy greater than 50 percent)

Key anatomy

  • EXITING root: passes under the pedicle in the foramen (L4 exits at L4-L5 under the L4 pedicle)
  • TRAVERSING root: descends medially to exit at the next level (L5 traverses L4-L5, exits at L5-S1)
  • Conus medullaris ends at L1-L2 — below this is the cauda equina (peripheral nerves)
  • Epidural venous plexus (Batson's) — valveless, engorges with abdominal pressure, anterior to the dura
  • Pedicle medial wall is thinnest (1-3 mm) — the most dangerous breach direction (neural canal)

Critical steps

  • Confirm the level with fluoroscopy BEFORE the incision — count from the sacrum upward (never-event prevention)
  • Abdomen FREE positioning — reduces epidural bleeding by about 50 percent
  • Pedicle screw: Magerl entry point, 10-15 degrees medial, probe all five walls before the screw
  • Ligamentum flavum: identify the UNDER surface first with a Woodson (safest technique)
  • Decompress BOTH the exiting (foramen) and traversing (lateral recess) roots at each level
  • Decorticate the transverse processes to bleeding bone and pack local autograft (ideal — no donor site)
  • Contour rods to restore lordosis, compress across the slip, confirm alignment on fluoroscopy

Danger zones

  • Dural sac 2-3 mm anterior to the ligamentum flavum — CSF leak 5-15 percent, repair primarily if accessible
  • Pedicle medial-wall breach — neural injury (most dangerous direction); probe all five walls
  • Epidural venous plexus — abdomen free reduces pressure about 50 percent, bipolar cautery only
  • Great vessels anteriorly — aorta at L4; limit screw depth to about 80 percent of vertebral body (35-45 mm)
  • Nerve roots — exiting under the pedicle, traversing medially; identify both, avoid excessive traction

Complications

  • Dural tear 5-15 percent: primary repair 4-0/5-0, patch if large, fibrin glue if anterior, bed rest 24-48 h
  • Nerve root injury 1-5 percent: usually transient; decompress before retraction
  • Pedicle screw malposition 5-10 percent: medial breach most dangerous; revise if symptomatic
  • Pseudarthrosis 10-15 percent posterolateral-only: smoking cessation is critical; CT at 12 months
  • Epidural hematoma causing cauda equina (rare): EMERGENCY decompression within 6 hours
  • Infection 1-5 percent: debride and retain hardware if less than 3 weeks; remove if late or loose
  • Adjacent segment disease about 2.5 percent per year: minimise fusion levels, preserve adjacent facets, restore lordosis

Postoperative protocol

  • Mobilise day 0-1 with PT (bed rest 24-48 h if a dural tear); log-roll initially
  • NO BLT (bending, lifting greater than 5 kg, twisting) for 3 months
  • Bracing is NOT routine for instrumented fusion
  • Drain out when less than 30 mL per 8 h; avoid a drain if a dural tear was repaired
  • Follow-up: 2 weeks (wound), 6 weeks (XR), 3 and 6 months (XR), 12 months (CT for fusion)
  • CT at 12 months is the gold standard for fusion assessment (bridging bone TP to TP bilaterally)
  • Return to work: desk 6-12 weeks, light physical 3-4 months, heavy labour 6-12 months once fused

Background & Evidence


Epidemiology. Degenerative spondylolisthesis — most often L4 on L5 — is the single commonest indication for PLDF; it predominates in women and older adults (the SLIP trial cohort averaged 67 years and was about 80 percent women). Martin and colleagues (2019) tracked United States lumbar fusion procedure rates and hospital costs for degenerative spinal disease across 2004-2015, documenting the scale and utilisation patterns of fusion practice. Pathoanatomy. Degenerative spondylolisthesis arises from facet-joint and intervertebral-disc degeneration that allows one vertebra to slip forward on the next, narrowing the spinal canal and lateral recesses and producing neurogenic claudication and radiculopathy. The medial pedicle wall (1-3 mm, thinnest at L5) and the valveless epidural venous plexus are the two structures that most dictate operative danger. Pedicle screw breach — the Gertzbein-Robbins grading. The classification that still frames how breaches are reported and probed:

Grade 0
Medial canal encroachment
Up to 2 mm
Significance
Within acceptable limits; clinically insignificant
Grade 1
Medial canal encroachment
2-4 mm
Significance
Minor medial breach; usually asymptomatic
Grade 2
Medial canal encroachment
4-6 mm
Significance
Significant canal encroachment; neurological risk
Grade 3
Medial canal encroachment
Greater than 6 mm
Significance
Major breach; high risk of nerve root injury
Gertzbein-Robbins pedicle screw breach grading
Breach gradeMedial canal encroachmentSignificance
Grade 0Up to 2 mmWithin acceptable limits; clinically insignificant
Grade 12-4 mmMinor medial breach; usually asymptomatic
Grade 24-6 mmSignificant canal encroachment; neurological risk
Grade 3Greater than 6 mmMajor breach; high risk of nerve root injury
In Gertzbein and Robbins's original series, 81 percent of screws lay within 2 mm of the medial border and 6 percent showed 4-8 mm of canal encroachment (with two minor, self-resolving neurological complications) — the origin of the five-wall probing discipline. Fusion assessment at 12 months (CT is the gold standard):

A
Finding
Solid bilateral fusion — bone bridge from transverse process to transverse process
B
Finding
Unilateral solid fusion
C
Finding
Questionable fusion
D
Finding
Non-union — no bridging bone
Posterolateral fusion grading (CT at 12 months)
GradeFinding
ASolid bilateral fusion — bone bridge from transverse process to transverse process
BUnilateral solid fusion
CQuestionable fusion
DNon-union — no bridging bone

Key evidence — the central exam controversy is whether to fuse. SPORT (Weinstein) established durable benefit for operative over nonoperative management of symptomatic degenerative spondylolisthesis with stenosis. The SLIP trial (Ghogawala, NEJM 2016) then showed that adding instrumented fusion to laminectomy for stable Grade I slip gave a small but clinically meaningful quality-of-life gain and roughly halved the reoperation rate (14 percent versus 34 percent). Published in the very same issue, the Swedish Spinal Stenosis Study (Forsth, NEJM 2016) reached the opposite conclusion — fusion added morbidity and cost without clinical benefit for stenosis with or without a low-grade slip. The reconciling principle: reserve fusion for demonstrable instability or deformity, not for stenosis alone. A SPORT substudy (Abdu) further showed no durable clinical difference between posterolateral in-situ, instrumented posterolateral, and 360-degree interbody fusion at four years — justifying instrumented posterolateral fusion (PLDF) as the standard construct, with interbody reserved for slip reduction, foraminal height restoration or revision.

References


Evidence

Laminectomy plus fusion versus laminectomy alone for lumbar spondylolisthesis (SLIP trial)

Level I
Ghogawala Z, Dziura J, Butler WE, et al. • New England Journal of Medicine (2016)
Key Findings:
  • RCT of 66 patients (mean age 67, about 80 percent women) with stable Grade I degenerative spondylolisthesis (3-14 mm) and stenosis, randomised to laminectomy alone versus laminectomy plus instrumented posterolateral fusion.
  • Fusion gave a greater increase in SF-36 physical-component summary score at 2 years (15.2 versus 9.5; difference 5.7, 95 percent CI 0.1-11.3, P=0.046), maintained at 3 and 4 years.
  • Oswestry Disability Index change did not differ significantly (-26.3 fusion versus -17.9 decompression alone, P=0.06); fusion meant more blood loss and a longer stay.
  • Cumulative reoperation rate was 14 percent with fusion versus 34 percent with decompression alone (P=0.05).
Clinical implication: In Grade I degenerative spondylolisthesis with stenosis, adding instrumented fusion to decompression yields a small but clinically meaningful quality-of-life gain and roughly halves the reoperation rate — the strongest randomised argument for PLDF over decompression alone in this subgroup.
Verify on PubMed (PMID 27074067)
Evidence

A randomized, controlled trial of fusion surgery for lumbar spinal stenosis (Swedish Spinal Stenosis Study)

Level I
Forsth P, Olafsson G, Carlsson T, et al. • New England Journal of Medicine (2016)
Key Findings:
  • RCT of 247 patients aged 50-80 with stenosis at one or two levels, stratified by the presence of degenerative spondylolisthesis (135 patients), randomised to decompression alone versus decompression plus fusion.
  • No significant difference in mean ODI at 2 years (27 fusion versus 24 decompression alone, P=0.24) or in the 6-minute walk test (397 m versus 405 m, P=0.72).
  • Results were similar in patients with and without spondylolisthesis, and no difference persisted at 5 years.
  • Fusion meant a longer hospital stay (7.4 versus 4.1 days, P less than 0.001), more bleeding and higher surgical cost; reoperation over 6.5 years was similar (22 percent versus 21 percent).
Clinical implication: Published in the same NEJM issue as SLIP but reaching the opposite conclusion — fusion adds morbidity and cost without clinical benefit for stenosis with or without a low-grade slip. The two trials frame the central exam controversy: reserve fusion for demonstrable instability or deformity, not stenosis alone.
Verify on PubMed (PMID 27074066)
Evidence

Surgical compared with nonoperative treatment for lumbar degenerative spondylolisthesis: four-year SPORT results

Level II
Weinstein JN, Lurie JD, Tosteson TD, et al. • Journal of Bone and Joint Surgery (American) (2009)
Key Findings:
  • SPORT randomised cohort (304 patients) plus observational cohort (303 patients) across 13 centres; high crossover limited the intention-to-treat analysis.
  • As-treated analysis maintained the surgical advantage to 4 years: bodily pain 15.3 (95 percent CI 11-19.7), physical function 18.9 (95 percent CI 14.8-23) and ODI -14.3 (95 percent CI -17.5 to -11.1).
  • Standard treatment was decompressive laminectomy with or without fusion versus usual nonoperative care.
  • Early secondary gains in symptom bothersomeness and satisfaction were also maintained at 4 years.
Clinical implication: Establishes durable benefit of operative over nonoperative management for symptomatic degenerative spondylolisthesis with stenosis — the foundational trial justifying decompression (with selective fusion) in this population.
Verify on PubMed (PMID 19487505)
Evidence

Degenerative spondylolisthesis: does fusion method influence outcome? Four-year SPORT results

Level II
Abdu WA, Lurie JD, Spratt KF, et al. • Spine (2009)
Key Findings:
  • SPORT substudy of 380 surgical patients comparing posterolateral in-situ fusion (21 percent), instrumented posterolateral fusion with pedicle screws (56 percent) and 360-degree interbody fusion (17 percent).
  • 360-degree fusion showed better bodily pain and physical function at 2 years, but these differences were not maintained at 3 and 4 years.
  • No statistically significant difference between the three fusion techniques in clinical outcome at 4 years.
  • Supports posterolateral instrumented fusion as a sound default, with interbody reserved for specific indications rather than routine use.
Clinical implication: Adding an interbody cage gives no durable clinical advantage over instrumented posterolateral fusion for degenerative spondylolisthesis — justifying PLDF (posterolateral fusion) as the standard construct and reserving TLIF/PLIF for slip reduction, foraminal height restoration or revision.
Verify on PubMed (PMID 19755935)
Evidence

Accuracy of pedicular screw placement in vivo

Level IV
Gertzbein SD, Robbins SE • Spine (1990)
Key Findings:
  • Postoperative CT analysis of pedicle screws in 40 consecutive patients treated with the AO Fixateur Interne.
  • 81 percent of screws lay within 2 mm of the medial pedicle border; 6 percent had 4-8 mm of canal encroachment, with two patients developing minor neurological complications that resolved spontaneously.
  • 4 percent of screws were placed lateral to the pedicle; entry point, insertion angle and pedicle isthmus width were the determinants of accuracy.
  • Accuracy improved over the latter quarter of insertions, demonstrating a clear learning curve.
Clinical implication: The origin of the widely cited Gertzbein-Robbins breach classification (0-2 mm, 2-4 mm, 4-6 mm, greater than 6 mm), underpinning the five-wall probing discipline and routine intraoperative imaging used to keep medial breach — the most dangerous direction — below clinically significant thresholds.
Verify on PubMed (PMID 2326693)
Evidence

Surgery for low back pain: a review of the evidence for an American Pain Society Clinical Practice Guideline

Level III
Chou R, Baisden J, Carragee EJ, et al. • Spine (2009)
Finding: Evidence-based guideline review of the surgical management of degenerative lumbar spine conditions.
Clinical implication: A commonly cited evidence basis for when surgery is appropriate in degenerative lumbar disease.
Verify on PubMed (PMID 19363455)
Evidence

Pseudarthrosis in long adult spinal deformity instrumentation and fusion to the sacrum: prevalence and risk factor analysis of 144 cases

Level IV
Kim YJ, Bridwell KH, Lenke LG, et al. • Spine (2006)
Finding: Analysis of pseudarthrosis risk factors — including smoking, fusion technique and construct rigidity — in long adult deformity fusions to the sacrum.
Clinical implication: Quantifies the patient and construct factors that drive non-union and inform fusion-bed and grafting strategy.
Verify on PubMed (PMID 16985461)
Evidence

Dural tears secondary to operations on the lumbar spine: management and results after a two-year-minimum follow-up of eighty-eight patients

Level IV
Wang JC, Bohlman HH, Riew KD • Journal of Bone and Joint Surgery (American) (1998)
Finding: Long-term outcomes of incidental durotomy management strategies in 88 patients with at least two years of follow-up.
Clinical implication: Supports the layered, size- and accessibility-based approach to dural tear repair and postoperative management.
Verify on PubMed (PMID 9875930)
Evidence

Stabilization of the lower thoracic and lumbar spine with external skeletal fixation

Level V
Magerl FP • Clinical Orthopaedics and Related Research (1984)
Finding: The original description of the Magerl point for pedicle screw entry and the external skeletal fixation technique.
Clinical implication: The eponymous landmark that still defines the pedicle screw entry point used in PLDF.
Verify on PubMed (PMID 6478690)
Evidence

Trends in lumbar fusion procedure rates and associated hospital costs for degenerative spinal diseases in the United States, 2004 to 2015

Level III
Martin BI, Mirza SK, Spina N, et al. • Spine (2019)
Finding: Epidemiology of lumbar fusion surgery — procedure rates, cost analysis and utilisation patterns for degenerative disease across 2004-2015.
Clinical implication: Documents the scale and cost of fusion practice that underpins the clinical importance of appropriate patient selection.
Verify on PubMed (PMID 30074971)
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SURGICAL APPROACHES USED
Posterior Approach to Lumbar Spine
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