Abstract
Objective
To introduce the most popular magnetic resonance imaging (MRI) osteoarthritis (OA) semi-quantitative (SQ) scoring systems to a broader audience with a focus on the most commonly applied scores, i.e. the MOAKS and WORMS system and illustrate similarities and differences.
Design
While the main structure and methodology of each scoring system are publicly available, the core of this overview will be an illustrative imaging atlas section including image examples from multiple osteoarthritis studies applying MRI in regard to different features assessed, show specific examples of different grades and point out pitfalls and specifics of SQ assessment including artifacts, blinding to time point of acquisition and within-grade evaluation.
Results
Similarities and differences between different scoring systems are presented. Technical considerations are followed by a brief description of the most commonly utilized SQ scoring systems including their responsiveness and reliability. The second part is comprised of the atlas section presenting illustrative image examples.
Conclusions
Evidence suggests that SQ assessment of OA by expert MRI readers is valid, reliable and responsive, which helps investigators to understand the natural history of this complex disease and to evaluate potential new drugs in OA clinical trials. Researchers have to be aware of the differences and specifics of the different systems to be able to engage in imaging assessment and interpretation of imaging-based data. SQ scoring has enabled us to explain associations of structural tissue damage with clinical manifestations of the disease and with morphological alterations thought to represent disease progression.
Keywords: Osteoarthritis, MRI, Imaging, Semiquantitative scoring, WORMS, MOAKS
Introduction
Magnetic resonance imaging (MRI) based semi-quantitative scoring of knee osteoarthritis (OA) was introduced first by Peterfy and colleagues and has proven to be a valuable method for performing multi-feature joint assessment in observational cross-sectional and longitudinal studies of OA1. Semiquantitative scoring enables evaluation of the whole joint including features of knee OA such as integrity of articular cartilage, meniscus and ligaments, bone marrow abnormalities, osteophytes, synovitis and effusion, cystic lesions and loose bodies, using MRI acquisition techniques that are commonly applied in a clinical environment2.
The Whole Organ Magnetic Resonance Imaging Score (WORMS) was the first scoring system published and has been used extensively for more than a decade in a multitude of OA studies world wide1. Since then, three more whole organ knee scoring systems have been developed: The Knee Osteoarthritis Scoring System (KOSS), the Boston Leeds Osteoarthritis Knee Score (BLOKS), and the MRI Osteoarthritis Knee Score (MOAKS) an amalgamate of the WORMS and BLOKS scoring tools3–5. All of these scoring systems are based on MRI without intravenous or intra-articular administration of contrast agents, while other systems have been developed that are based on contrast-enhanced MRI specifically developed for assessment of synovitis in knee OA6.
The OA research community is comprised largely of non-imaging experts. However, with the proliferation of MRI-based datasets being acquired world-wide in large ongoing OA studies, there is a need for the research community to understand the core methodology of MRI-based OA scoring in order to understand how to interpret results of analyses from these datasets. A large amount of Osteoarthritis Initiative (OAI) image assessments based on semiquantitative scoring will be released to the public in the near future, which will make interpretation of these image data even more relevant to a larger audience2. Furthermore, it is important to be aware of some of the limitations of semiquantitative assessment, which include extensive training and calibration prior application, somewhat limited sensitivity to change including coding subtle changes over larger areas and costs of reading.
This Brief Report will introduce the most popular semi-quantitative scoring systems with a focus on the most commonly applied SQ scoring system, WORMS, and its refined and newer version, MOAKS.. While it is not intended to re-iterate the main structure and methodology of each scoring system as these are publicly available through access of the original publications1,3–5, the core of this overview will be an illustrative imaging atlas section including image examples in regard to different features assessed, show specific examples of different grades and point out pitfalls and specifics of semiquantitative assessment including artifacts, blinding to time point and within-grade evaluation. This report does not intend to favor scoring system over another, but rather illustrates the similarities and differences between them so the researcher will be able to choose the best system to achieve the goals of his/her own research endeavor.
The first part of the manuscript will also cover some technical considerations followed by a brief description of the most commonly utilized semiquantitative scoring systems including their responsiveness and reliability. The second part is comprised of the atlas section presenting illustrative image examples.
Technical considerations for MRI acquisition and interpretation
Designing an imaging protocol for semiquantitative whole-organ assessment, requires careful consideration of which articular tissues are to be included in the evaluation and which measurement methods are to be used2. The MRI system must be capable of covering the relevant anatomy. For knee OA evaluation, the use of a dedicated knee coil is required. The usual quality parameters, including signal homogeneity, correct image orientation and patient positioning, sufficient signal-to-noise ratio and spatial resolution, as well as minimization of technical artifacts need to be taken into account7,8. Length of the protocol based on the number of sequences applied, the number of acquisitions per sequence, spatial resolution, and type of sequence all need to be determined to find the best compromise between patient comfort and tolerance, costs and image quality. A protocol that uses the minimum possible number of sequences without compromising the integrity of whole-organ assessment of the majority of articular features would include intermediate weighted fluid-sensitive fat suppressed turbo spin echo (TSE) sequences (applying a frequency-selective saturation pulse)in three orthogonal planes7 (Figure 3). As an alternative STIR sequences or similar inversion recovery sequences may be applied as these are very robust especially concerning susceptibility artifacts9. Other methods of fat suppression such as water excitation (e.g. fast low angle shot – FLASH) are less suited as these depict BMLs inferiorly and are prone to susceptibility artifacts7 (Figure 4). Standard FSE fat suppressed sequences are best suited for the assessment of focal cartilage defects10. On the other hand, gradient echo sequences, such as dual-echo steady state (DESS), fast low-angle shot (FLASH), spoiled gradient-recalled (SPGR), have been shown to be insensitive for BML detection11, but are well suited for cartilage evaluation, especially for quantitative analysis such as measurement of volume and thickness7. Gradient-echo sequences are particularly prone to susceptibility artifacts, which are likely to represent vacuum phenomenon within OA joints12. Sagittal or coronal 3D high-resolution GRE sequences help for optimal evaluation of articular cartilage and osteophytes, and offer the possibility of three-plane reconstruction. A sagittal or coronal T1-weighted spin-echo sequence may be added for better visualization of osteophytes, loose bodies and sclerosis13.
Recently, 3D FSE fat suppressed sequences have been introduced that allow triplanar reformation with acquisition of a single sequence to achieve similar imaging characteristics as with three orthogonal 2D sequences. Drawback is blurring, which has hindered wide spread application in OA research. One study showed comparable results for 2D vs 3D FSE sequences for semiquantitative OA assessment.14
Knowledge of differential diagnoses is paramount and possible artifacts need to be considered and ruled out. A detailed description of the rationales for the selection of the protocol to be used in the OAI was published in 200815. In the publication by Hunter et al. describing the MOAKS scoring system, suggested pulse sequences for optimum semiquantitative evaluation of each knee osteoarthritis feature are also described5.
Description of the main semiquantitative scoring systems
A large number of epidemiologic studies have applied WORMS, including the Multicentre Osteoarthritis Study (MOST), the Framingham Knee Osteoarthritis Study and the Osteoarthritis Initiative (OAI)16–20. WORMS uses a strict subregional rather than a lesion-based approach to scoring, especially of cartilage, bone marrow lesions, and subchondral cysts. This has the advantage of providing a single score per subregion, which sums several lesions per given subregion and may facilitate reading and subsequent analyses. With a lesion-based approach, defining the exact number of individual lesions is sometimes difficult, as lesions may be directly adjacent to each other or may merge or split in longitudinal assessment4 (Figures 1 and 2). WORMS is the only semiquantitative scoring system that assesses subchondral bone attrition, which is defined as flattening or depression of the articular surface not related to trauma.
The Knee Osteoarthritis Scoring System (KOSS) consists of similar MRI-detected OA features included in WORMS. Cartilage status, subchondral bone marrow lesions and cysts are scored individually for each subregion, and each score is differentiated by the size of the lesion3. Osteophytes are differentiated into marginal, intercondylar, and central. Meniscal subluxation is scored in addition to meniscal morphology. Of note, KOSS uses a different subregional division than WORMS.
The Boston-Leeds Osteoarthritis Knee Score (BLOKS) was published in 20084. For the subregional division of the articular surfaces, BLOKS uses an approach similar to KOSS, focusing on the weight-bearing components versus the patellofemoral joint. The original BLOKS publication compared WORMS and BLOKS regarding the validity of BML scoring, and reported a slight superiority of BLOKS over WORMS in that regard. Two studies by Lynch et al.21 and Felson et al.22 were helpful in identifying the relative strengths and weaknesses of these scoring systems in regard to certain features assumed to be most relevant to the natural history of the disease including cartilage, meniscus and bone marrow lesions. The effort to evolve semiquantitative scoring methods that overcome the limitations of pre-existing systems led to the development of the MRI Osteoarthritis Knee Score (MOAKS), which was published in 20115. By integrating experts' experience with all available scoring tools and the published data comparing different scoring systems, MOAKS refined the scoring of bone marrow lesions, added subregional assessment, omitted some redundancy in cartilage and BML scoring, and refined elements of meniscal morphology.
Within grade assessment
To increase the sensitivity to capture longitudinal structural changes, so-called 'within-grade' changes that do not fulfill the criteria for a full grade difference between time points were introduced to semiquantitative OA scoring. Although such 'within-grade' changes are not part of the published scoring systems, it has been shown that scoring of such changes increases the sensitivity to change23. Also, the association of 'within-grade' changes with risk factors and outcomes suggests that they are clinically relevant19.
Blinding to time point
Commonly, changes of MRI features over time are in the focus of interest when applying semiquantitative scoring to a given dataset in a longitudinal fashion. There has been an on-going discussion of whether reading blinded to time points of image acquisition is preferable to reading in an unblended fashion. Reading un-blinded might result in a slight tendency to read more change in comparison to a blinded reading. However, it has been shown that scoring without knowing the chronological sequence substantially decreases sensitivity in the detection of clinically relevant changes in comparison with scoring in chronological order24,25. These studies showed that blinding to time point can lead to misclassification of the longitudinal change in a feature and that it may compromise the assessment of the relation of that feature and its outcome, which was also translated to OA assessment26. However, it has to be acknowledged that to date longitudinal OA studies comparing semiquantitative MRI assessment blinded and non-blinded to chronological order are missing.
Responsiveness of semiquantitative MRI measures in knee osteoarthritis research
Published evidence suggests that overall semiquantitative methods are adequately responsive. A systematic overview by Hunter et al presented the summary responsiveness data for semiquantitative methods27. The pooled standardized response mean (SRM) for semiquantitative measures of cartilage for medial tibiofemoral joint was 0.55 (95% confidence interval (CI) 0.47 – 0.64), which was broadly consistent with that for quantitative assessment (pooled SRM derived from 35 studies was −0.86 (95%CI −1.26 – −0.46); the values are negative because worsening of cartilage status is represented by a negative change of cartilage volume or thickness (i.e. volume loss or thinning) when quantitative measurements are made, whereas in case of semiquantitative outcomes the values are positive because worsening of cartilage status is demonstrated by an increase in cartilage scores). The pooled SRM for semiquantitative assessment of synovium was 0.47 (95%CI 0.18 – 0.77), and that for BMLs was 0.43 (95%CI −0.17 – 1.03), both of which were also considered to be adequate to good responsiveness. There are only few studies comparing the different scoring systems directlyin regard to reposnisveness or reliability. The studies by Lynch et al. and Felson et al. compared the BLOKS and WORMS systems directly reporting high reliability for both WORMS and BLOKS21,22. Further, the two methods gave similar results in this sample for prevalence and severity of cartilage loss, BMLs and meniscal damage. WORMS BML scores predicted cartilage loss more strongly than any BLOKS BML variables and some BLOKS BML measures did not affect risk of cartilage loss at all. However, across the range of scores, meniscal tear scores in BLOKS predicted cartilage loss better for each abnormality than did WORMS meniscal tear scores and the meniscal signal abnormality scored in BLOKS but not in WORMS, predicted cartilage loss. BLOKS took longer and was more difficult to score longitudinally especially for BML scores.
Reliability of semiquantitative MRI measures in knee osteoarthritis research
Results of random-effects pooling of intra-reader intraclass correlation coefficient (ICC) for evaluation of cartilage, synovium, bone marrow lesions and menisci, derived from 9 OA studies, yielded pooled ICCs ranging 0.77 – 0.9428. The corresponding values derived from 20 studies for inter-reader ICC ranged 0.80 – 0.93 for evaluation of cartilage, synovium, bone, bone marrow lesions, menisci and ligaments. Similarly, the intra-reader and inter-reader kappa values for semiquantitative measures were all moderate to excellent. The range for intra-reader kappa values derived from 3 studies extended from 0.52 for synovium to 0.66 for bone marrow lesions. The range for inter-reader kappa values derived from 12 studies extended from 0.57 for cartilage morphology and 0.88 for bone marrow lesions.
Summary
The use of MRI-derived data has become increasingly common in the osteoarthritis research community. Literature evidence suggests that semiquantitative assessment of knee OA by expert MRI readers is a valid, reliable and responsive tool that helps investigators to understand the natural history of this complex disease and to evaluate potential new drugs in osteoarthritis clinical trials. Several reliable and validated semiquantitative scoring systems have been applied to large-scale multicentre cross-sectional and longitudinal observational epidemiological studies, as well as interventional clinical trials. These approaches have enabled us to explain associations of structural tissue damage with clinical manifestations of the disease and with morphological alterations thought to represent disease progression. Recording of 'within-grade' changes in a longitudinal study can increase the sensitivity to change of a semiquantitative outcome measure, where appropriate.
Atlas Section.
The second part of this overview focuses on image examples illustrating typical grades and MRI features of the different scoring systems with a focus on longitudinal scoring utilizing MOAKS and WORMS, emphasizing the differences and pointing out specifics for each feature including fluctuation of BMLs, different types of meniscal damage, longitudinal evolution of cartilage damage, within-grade assessment, differential diagnoses and pitfalls. In order to make this summary as concise as possible, deliberately a detailed introduction to the different scoring systems including the subregional division, or the definition of the different grades was not included and we refer readers to the original publications1,5.
Acknowledgments
Study was partially funded by NIH contract Pivotal Osteoarthrits Initiative MRI Analyses - POMA - No. HHSN268201000021C.
Funding and role of the funding source
No funding was received for this study.
F.W.R. is Chief Medical Officer and shareholder of Boston Imaging Core Lab (BICL), LLC a company providing image assessment services.
D.J.H. has received consultancies, speaking fees, and/or honoraria from Abbott, Flexion, and Merck Serono and royalties from DJO Global.
M.D.C. is shareholder of BICL.
C.K.K. has provided consulting services to Novartis and has received research support from Astra-Zeneca.
A.G. has received consultancies, speaking fees, and/or honoraria from Sanofi-Aventis, Merck Serono, and TissuGene and is President and shareholder of BICL.
Footnotes
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- All authors were involved in the conception and design of the study, or acquisition of data, or analysis and interpretation of data.
- All authors contributed to drafting the article or revising it critically for important intellectual content.
- All authors gave their final approval of the manuscript to be submitted.
- Analysis and interpretation of the data: FWR, DJH, MDC, CKK, EO, AG
- Drafting of the article: FWR, AG
- Provision of study materials or patients: FWR, AG
- Collection and assembly of data: FWR, AG
Responsibility for the integrity of the work as a whole, from inception to finished article, is taken by F. Roemer, MD (first author; froemer@bu.edu)
Competing interests
None of the other authors have declared any competing interests.
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