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J Thorac Cardiovasc Surg 2008;136:834-841
© 2008 The American Association for Thoracic Surgery
General Thoracic Surgery |
a Division of Esophageal and Pulmonary Surgery Villa Maria Cecilia e San Pier Damiano Hospitals, University of Bologna, Bologna, Italy
b Department of Surgical Sciences and Gastroenterology, University of Padova, Padova, Italy
c First Division of General and Gastrointestinal Surgery, II University of Naples, Naples, Italy
d VIII Division of General Surgery and Gastroenterologic Physiopathology, II University of Naples, Naples, Italy
e Unit of Gastrointestinal Surgery, School of Medicine, II University of Naples, Naples, Italy
f Esophagogastric Surgery Unit, Istituto Clinico Humanitas, Rozzano, University of Milan, Milan, Italy
g Minimally Invasive Surgery Centre, University of Turin, Turin, Italy
h General Surgery IV, Regional Referral Centre for Esophageal Pathology, Department of Medical and Surgical Gastroenterology, AOU Pisana, Pisa, Italy
Received for publication December 21, 2007; revisions received April 28, 2008; accepted for publication June 15, 2008. * Address for reprints: Sandro Mattioli, MD, FECTS, FACS (Th), Università degli Studi di Bologna, Dipartimento di Discipline Chirurgiche, Rianimatorie e dei Organo, Via Massarenti 9—40138 Bologna, Italy. (Email: sandro.mattioli{at}unibo.it).
| Abstract |
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Method: An observational prospective study from September 10, 2004, to October 31, 2006, was performed at 8 centers. The distance between the esophagogastric junction as identified by intraoperative esophagoscopy and the apex of the diaphragmatic hiatus was measured intraoperatively before and after esophageal mediastinal dissection; a distance of 1.5 cm was arbitrarily determined to categorize cases as long (>1.5 cm) or short (
1.5 cm).
Results: One hundred eighty patients were enrolled; the mean age of patients was 49.3 ± 15.3 years. At the first measurement (after isolation of the esophagogastric junction), the median distance between the esophagogastric junction and the apex of the hiatus was equal to or shorter than 1.5 cm in 68 (37.7%) patients; at the second measurement (after full mediastinal isolation), the measurement of the distance was still shorter than 1.5 cm in 34 (18.8%) patients and between 1.5 and 2.5 cm in 24 (13.4%) patients. The median length of the mediastinal esophageal dissection was 6 cm (range 1–12 cm). An esophageal lengthening procedure was performed in 26 (14.4%) patients. The duration of symptoms (P = .047), the General Health domain of the SF-36 questionnaire (P = .001), and an x-ray barium swallow (P = .000) are predictive factors for a "true" short esophagus.
Conclusions: True short esophagus is present in about 20% of patients undergoing routine antireflux surgery. Radiology, severity, and duration of symptoms are predictors of true foreshortening.
| Introduction |
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| See related article on page 859.
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The diagnosis and treatment of short esophagus in gastroesophageal reflux disease (GERD) is a past controversy that has recently re-emerged.1,2
During the last 10 years, many thousands of laparoscopic antireflux operations have been performed in the world. For the majority of scientific articles reporting on laparoscopic antireflux surgery (often based on a large patient case series), cases of short esophagus were not mentioned.3-6
Likewise, only a minority of articles emphasized the preoperative and intraoperative diagnoses of a short esophagus and the need to cure this condition with dedicated surgical techniques.7-12
In an attempt to definitively address the controversy on the existence, frequency, and predictors of short esophagus in patients undergoing antireflux surgery, a multicenter prospective study was devoted to the precise measurement of the distance between the apex of the diaphragmatic hiatus and the esophagogastric (EG) junction, as localized by intraoperative endoscopy during the surgical procedure.
| Patients and Methods |
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The study protocol was approved by the Ethics Committee for Clinical Studies of the proposing center. Among consecutive patients at the center's outpatient clinics, those who fit the protocol inclusion criteria and agreed to the surgical therapy for GERD were asked to enter the study. Informed consent was obtained from the patients before enrolment, according to the approval criteria of the ethics committee and to the ethical standards of the Helsinki Declaration of 1975. The study's inclusion criteria were adopted by each center, according to the international guidelines for the surgical therapy for GERD.13-15
Surgery was indicated for (1) patients with GERD who were not responding to medical therapy; (2) patients not compliant with long-term medical therapy; (3) patients requiring high dosages of drugs; (4) patients too young for lifetime medical treatment; (5) patients performing a particular type of job that does not allow drugs to be taken constantly; (6) patients with atypical GERD who opted for surgery; and (7) patients who decided, in the first instance, for the surgical treatment of typical GERD.13-15
Surgery was also indicated in patients with massive incarcerated (paraesophageal) hiatal hernia that was or was not associated with GERD.8,15
Exclusion criteria for the study were age younger than 18 years, association of GERD with epiphrenic esophageal diverticulum, collagenous diseases, primary esophageal motility disorders, redo antireflux surgery, and previous surgery on the thoracic and abdominal esophagus, stomach, or diaphragm. Data collection was structured into 12 case report forms (CRFs). CRFs 1–2 included the identifying card and the informed consent for each center. Data regarding follow-up (CRFs 11–12) have not been included in the present study. The full protocol is accessible at the following site: http://www.fondazionevillamaria.it/gerdsurgery/index.htm.
Clinical Evaluation (CRF 3)
Medical history, duration of symptoms related to GERD, and previous medical therapy were collected. Data regarding GERD symptoms and the general health of the patient were assessed according to the self-administrated SF-3616
and GERD-HRQL questionnaires.17
Instrumental Evaluation (CRFs 4, 5, 6, and 7)
The barium swallow was performed in the upright, supine, and prone positions, with and without gas powders, according to a protocol previously described.7
The radiologic classification is based on 6 different conditions, evaluated in the upright position7
: normal EG junction, sliding hiatal hernia, hiatal insufficiency, concentric hiatal hernia, short esophagus, and massive incarcerated gastric hiatal hernia (Figure 1
).
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Reflux esophagitis was graded according to the Los Angeles classification, including nonerosive esophageal reflux disease.19
Biopsies were performed for the histologic confirmation of the diagnosis of Barrett esophagus or when dysplastic lesions were suspected; Barrett esophagus was categorized according to established criteria.20
Surgery (CRFs 8 and 9)
Surgeons were free to adopt an open or a minimally invasive approach.
After 360° isolation of the EG junction and diaphragmatic pillars and resection of the hernia sac and the fat pad, if necessary, a fiberscope was inserted orally to the level of the proximal margin of the gastric mucosal folds. The EG junction was localized where the gastric folds disappear into the tubular esophagus.20
A large hemoclip was applied at the level of the tip of the scope, as felt by the clip applier, to mark the position of the EG junction. Air insufflation was minimized, and after the maneuver, the scope was inserted into the stomach to deflate it. The instrument was retracted into the upper part of the esophagus and the light was turned off. The surgeon relieved any tension applied to the stomach and measured the distance between the clip marker and the apex of the hiatus (first measurement after isolation of the EG junction) and again after maximal isolation of the mediastinal esophagus (according to the surgeon's judgment; second measurement). The measurements were performed with a gauge instrument specifically designed for this study (laparoscopic L-branched ruler, designed by S.M.; Figure 2
). The vertical branch of the L-branched ruler, at a right angle to the axis of the instrument, was positioned at the apex of the hiatus to measure the distance between the marker (clip) and the hiatus itself. During laparoscopy, the ruler was introduced into the abdomen through the right lower port to place the L-branched ruler as close to parallel to the esophagus as possible.
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Training of the Research Groups
In January 2004, a meeting was held for the involved physicians to pool the common knowledge of the preoperative barium swallow and the intraoperative methodology of EG junction identification and measurements. Videos of the radiologic and surgical procedures were distributed among the centers.
Intraoperative and Postoperative Complications (CRF 10) and 6-month and 12-month Follow up (CRF 11 and CRF 12)
Further data were collected for the multicenter study that are not reported in the present article.
Statistical Analysis
The Villa Maria Foundation (Ravenna, Italy; http://www.fondazionevillamaria.it/) was identified as the independent group responsible for (1) the development of hardware and software for collecting the registered data, (2) study monitoring, and (3) structural analysis of the collected data.
The Mann–Whitney U test was used for comparisons of the ordinal qualitative variables, and the
2 test was used to evaluate the nominal qualitative variables. The Student t test for unpaired data was used for comparisons of the continuous quantitative variables. The comparison of the measurement of the distance between the diaphragmatic hiatus and the EG junction before and after esophageal mediastinal dissection was performed with the Wilcoxon signed rank test.
The logistic regression method was used to identify the predictive factors of foreshortened esophagus.
| Results |
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Comorbidities were present in a mix of combinations in 99 patients. The median duration of GERD symptoms was 60 months, with a range of 3 to 360 months. Medical therapy had been previously administered to all patients either continuously or cyclically for a median period of 6 months (range 1–180 months).
At barium swallow, the EG junction was normal in 23 (12.8%) patients, a sliding hiatal hernia was present in 59 (32.8%), a hiatal insufficiency in 52 (28.8%), a concentric hiatal hernia in 22 (12.2%), a short esophagus in 2 (1.2%), and a massive incarcerated hiatal hernia was present in 22 (12.2 %) patients. Other preoperative characteristics of the study population and indications for surgical therapy are shown in Table 1 . In 55%, 22%, and 23% of patients, only 1, 2, or 3 or more indications were selected, respectively.
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At the first measurement, the median distance between the EG junction and the apex of the diaphragmatic hiatus was –2 cm (range –4 to +3 cm).
In 31 (17.3%) patients, the intra-abdominal esophagus was longer than 2.5 cm, and in 81 (45%) patients, it was equal to or less than 2.5 cm and longer than 1.5 cm. In 68 (37.7%) patients, the intra-abdominal esophagus was equal to or shorter than 1.5 cm. A histogram of the distribution of the measured data is shown in Figure 3 , A. The median length of the mediastinal esophageal dissection was 6 cm, with a range of 1 to 12 cm. At the second measurement, the median distance between the EG junction marker and the apex of the diaphragm was –3 cm, with a range of –5 to +3 cm.
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In the comparison between the first and second measurements, statistically significant differences were observed (P =.000), suggesting that the esophageal mediastinal dissection significantly affected the final intra-abdominal esophageal length. The distance between the EG junction and the diaphragm before (first measurement) and after (second measurement) the esophageal mediastinal dissection is shown in Figure 4 .
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The 2 groups of patients in whom at the second measurement the distance between the EG junction and the diaphragmatic hiatus was longer than 1.5 cm (long esophagus) or equal to or shorter than 1.5 cm (short esophagus) were statistically different according to age, preoperative duration of symptoms, role Physical and General Health domains of the SF-36 questionnaire, resting tone of the lower esophageal sphincter, and intrathoracic migration of the EG junction at the preoperative radiologic study (univariate analysis) (Table 2 ). The predictive factors for a "true" short esophagus were preoperative duration of symptoms, General Health domain of the SF-36 questionnaire, and the orad migration of the EG junction at the preoperative radiology (multivariate analysis; Table 2).
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| Discussion |
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The core aim of the present multicenter study was the objective measurement of the distance between the EG junction (marked with intraoperative endoscopy) and the apex of the diaphragmatic hiatus, after isolation of the mediastinal esophagus, in a series of patients undergoing surgical therapy for GERD. At the first measurement, the distance between the EG junction and the apex of the diaphragmatic hiatus was
1.5 cm in 68 (37.7%) patients; at the second measurement, performed after esophageal mediastinal dissection, the distance between the EG junction marker and the apex of the diaphragm was still
1.5 cm in 34 (18.8%) patients.
It is worth noting that great care was taken not to overestimate esophageal shortening. We assumed that the gastric folds and not the Z line (usually located 0.5 cm cranially) were the mark of the lower end of the esophagus, in part to overcome the problem of localizing the EG junction in the presence of a long Barrett esophagus.20
The proximal mark point was the apex of the hiatus, which is located more cranially with respect to the confluence of the diaphragmatic pillars. Moreover, the shift of the hiatus toward the chest originated by the pneumoperitoneum, which apparently elongates the intra-abdominal esophagus,22
was not considered. Again, we point out that the 1.5-cm distance or less between the EG junction and the diaphragm was arbitrarily taken as the cutoff limit to categorize cases as having a "long" or "short" esophagus, although it is widely accepted that 2.5 cm of intra-abdominal esophagus is necessary to correctly perform the fundoplication.1,8-11,21
The multivariate logistic regression analysis showed the predictive factors of "true" short esophagus: the duration of symptoms, the grade of symptom severity (as evaluated by the General Health domain of the SF-36 questionnaire), and the presence of intrathoracic migration of the EG junction at the preoperative radiologic examination. Others have indicated different predictors for a short esophagus, such as the presence of peptic stenosis, Barrett esophagus, massive incarcerated hiatus hernia, and repeat surgery.9,21
We excluded the latter condition from our protocol to study only patients with an anatomy not modified by previous surgery; curiously, in the present series, we have not seen any cases of peptic stenosis, and long Barrett esophagus was associated with a true short esophagus only in 7 of 26 (26.9%) cases. We registered a significant decrease in peptic stenosis in a population of 170 patients undergoing antireflux surgery in the period 1992 to 2003 as compared with a population of 149 patients operated on between 1980 and 19918
; the cases of orad migration of the EG junction increased in the second period with respect to the first one. We speculate that proton pump inhibitor therapy does not interfere with the elastic retraction of the esophagus, although it reduces the parietal inflammation and fibrosis induced by GERD, at least in the hiatal insufficiency and concentric hiatal hernia phases.8
The present study was ruled on 3 years ago in Italy, where proton pump inhibitor therapy is totally supported by the National Health Service; 100% of patients had undergone this therapy for long periods. It may be that our data do reflect a local condition. This observation implies a limitation for the study and suggests that further research is necessary, involving North American and North European centers. The barium swallow is a predictive factor as revealed by the multivariate analysis; this has not been proposed before. We would like to point out that in our study protocol, radiology was performed and interpreted according to innovative guidelines.7
We believe that a preoperative radiologic examination should be part of the diagnostic workup of GERD patients, inasmuch as it provides information that is useful to discuss with the patient about the grade of severity of the disease; the therapeutic alternatives (whether medical or surgical), particularly in relation to a condition of permanent displacement of the EG junction across or above the diaphragm, which favors cardial incontinence7,15
; and the risks and benefits of surgery in light of the complexity of the surgical procedure.
In conclusion, this study has shown that a significant foreshortening of the esophagus is present in about 20% of patients undergoing GERD surgery; this condition is more frequent in patients with longstanding and severe symptoms. Preoperative radiology, severity of symptoms, and duration of symptoms are clinical and instrumental predictors of a "true" short esophagus. The combined surgical–endoscopic procedure for the measurement of the distance between the EG junction and the diaphragm is a simple and objective method to precisely diagnose, in the operating room, the condition of "true" esophageal shortening and, consequently, to treat this condition according to the principles of the tailored surgery.8,12
| Limitations |
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Another limitation of the study is the arbitrary definition of true short esophagus that we have adopted. In fact, in 24 (13.4%) of 180 patients, the measured length of the abdominal esophagus after mediastinal isolation of the esophagus was equal to or less than 2.5 cm and longer than 1.5 cm., thus shorter than the length indicated in the literature (empirically) as optimal to perform the fundoplication. The follow up of the patients of this group who underwent a standard fundoplication will indicate whether the 1.5-cm length we assumed arbitrarily as the "cutoff" measure for the definition of true short esophagus is correct or not. At the present time, our practice (empirical, too) is to perform the Collis gastroplasty when the abdominal esophagus is equal to or less than 1.5 cm and also when it is shorter than 2.5 cm and longer than 1.5 cm in the case of obese patients or patients younger than 60 years.
Intraoperative endoscopy should become routine, at least in cases in which a short esophagus is likely. It is evident that the surgeons involved in this study behaved differently in terms of extension of the esophageal mobilization and in the choice of the antireflux technique, with respect to the length of the abdominal esophagus after the first and second measurements. The long-term follow-up of patients enrolled in this study and ideally further prospective studies, will provide more information about surgery for GERD, particularly in borderline conditions.
| Acknowledgments |
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| Footnotes |
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Financial support was offered by Fondazione Cassa di Risparmio in Bologna, Bologna, Italy, Fondazione Villa Maria Cecilia, Cotignola (Ravenna), Italy, and Alma Mater Studiorum—University of Bologna Grant "Progetto Pluriennale 2004."
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