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Development of a New Knee Society Scoring System

  • Symposium: Papers Presented at the Annual Meetings of The Knee Society
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Clinical Orthopaedics and Related Research®

Abstract

Background

The Knee Society Clinical Rating System was developed in 1989 and has been widely adopted. However, with the increased demand for TKA, there is a need for a new, validated scoring system to better characterize the expectations, satisfaction, and physical activities of the younger, more diverse population of TKA patients.

Questions/purposes

We developed and validated a new Knee Society Scoring System.

Methods

We developed the new knee scoring system in two stages. Initially, a comprehensive survey of activities was developed and administered to 101 unilateral TKA patients (53 women, 48 men). A prototype knee scoring instrument was developed from the responses to the survey and administered to 497 patients (204 men, 293 women; 243 postoperatively, 254 preoperatively) at 15 medical institutions within the United States and Canada. Objective and subjective data were analyzed using standard statistical and psychometric procedures and compared to the Knee Injury and Osteoarthritis Score and SF-12 scores for validation. Based on this analysis, minor modifications led to the new Knee Society Scoring System.

Results

We found the new Knee Society Scoring System to be broadly applicable and to accurately characterize patient outcomes after TKA. Statistical analysis confirmed the internal consistency, construct and convergent validity, and reliability of the separate subscale measures.

Conclusions

The new Knee Society Scoring System is a validated instrument based on surgeon- and patient-generated data, adapted to the diverse lifestyles and activities of contemporary patients with TKA. This assessment tool allows surgeons to appreciate differences in the priorities of individual patients and the interplay among function, expectation, symptoms, and satisfaction after TKA.

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Acknowledgments

The authors warmly acknowledge the contributions of Richard S. Laskin MD (deceased) to the work of The Knee Society Task Force. They also acknowledge the technical assistance of Dr Michael Conditt, Mr Uche Osadebe, Dr Maureen Dwyer, Mr Sabir Ismaily, Mr Prem Ramkumar, Mr Paul Newhouse, Mr Eugene Stone, and Ms Denise Leon in preparing the manuscript and in performing background studies in support of this work and Dianne Bryant, PhD, and Bert Chesworth, PhD, for their contributions relating to epidemiologic aspects of the study. The authors acknowledge the work of the following members of The Knee Society in contributing patients to the field evaluation of the new Knee Society Score: Keith Berend, MD; Dan Berry, MD; Kim Bertin, MD; Kevin Bozic, MD; David Dalury, MD; Terence Gioe, MD; Arlen Hanssen, MD; Steve Incavo, MD; Carlos Lavernia, MD; David Lewallen, MD; Adolph Lombardi, MD; Bassam Masri, MD; Michael Mont, MD; Mark Pagnano, MD; Michael Reis, MD; Jay Rodrigo, MD; Tad Vail, MD; and Ray Wasielewski, MD. The authors are also indebted to Dr Gerald Engh, who, as President of The Knee Society, appointed the task force to develop a new Knee Society Score, and Ms Olga Foley for organizing its meetings and activities.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Philip C. Noble PhD.

Additional information

The institution of one or more of the authors (RBB, PCN) has received, in any 1 year, funding from The Knee Society. P. C. Noble certifies that he has consultancies in Zimmer Inc (Warsaw, IN, USA). G. R. Scuderi certifies that he has consultancies in Zimmer Inc and Salient Surgical Technologies (Portsmouth, NH, USA). J. H. Lonner certifies that he has consultancies in Zimmer Inc. W. N. Scott certifies he received royalties from Zimmer Inc.

All ICMJE Conflict of Interest Forms for authors and Clinical Orthopaedics and Related Research editors and board members are on file with the publication and can be viewed on request.

This work reflects the efforts of a task force of The Knee Society.

Appendices

Appendix 1

Methodologies for Assessment of the Validity and Reliability of the Subscale Measures

The reliability and validity of the prototype instrument were assessed using classical test theory and item response theory (IRT) methods described below. These analyses were performed for the objective subscale and for each subscale of subjective measures (satisfaction, expectation, and functional activities subscales: walking and standing, standard activities, advanced activities, and discretionary activities).

Classical Test Theory Methods

Validity

The validity assessment aims at the evaluation of the systematic component of the error of measurement, which is the difference between the unobserved true score of an individual and the computed score from the instrument. Content validity reflects the adequacy of the instrument with respect to the trait being measured and is achieved by the involvement of subject matter expert in the generation and refinement of items. Factor analyses establish dimensionality of the underlying trait, that is, determine whether a single subscale score is an adequate summary of the trait. In this study, we employed exploratory factor analysis for categorical indicators since the item responses were categorical and not treated as continuous. The exploratory factor analysis assessed the dimensions into which the prototype items tap and was implemented in Mplus software (Muthen and Muthen, Los Angeles, CA, USA). Convergent validity was established by evaluating the associations between the measure under investigation and other measures of the same or related constructs. In this study, the new Knee Society Score was correlated to the individual subscales of the SF-12 (physical and mental component scores) and the Knee Injury and Osteoarthritis Score (pain, symptoms, activities of daily living, sport/recreation, quality of life).

Reliability

Methods for assessment of reliability deal with random error and include evaluation of the internal consistency reliability (Cronbach’s alpha) [12]. Values above 0.7 or 0.8 are preferred for group level measurement [44].

IRT Model

IRT analyses were used to assess the properties of items and their coverage of the underlying trait. IRT models evaluate whether a set of items can be used to measure, indirectly, a trait of interest, such as expectation, satisfaction, or activities performed by an individual. Each item in the instrument has a set of numerical values called item parameters. Ideally, the items should be chosen so that their range of difficulty covers the potential range of the trait but with small-enough increments to be able to discriminate between different levels of the trait. In other words, if the instrument is designed to measure satisfaction in the population of patients that include those who are highly satisfied and highly unsatisfied, items should be present that capture both ends of the range and the levels in between. Further, when two or more items have approximately the same location parameters, they are redundant. In this case, the item providing the highest discrimination could be kept to minimize the burden placed on respondents while preserving the measurement properties of the instrument itself. For each of the one-dimensional subscales established using factor analyses, the location and discrimination parameters of each item were evaluated using Samejima’s graded response model [10, 19, 48].

Differential Item Functioning (DIF)

In terms of IRT modeling, DIF testing stems from the requirement that item parameters are properties of items and not properties of patients who respond to these items. DIF is also known as item bias, and it occurs when there are no differences in the underlying trait between groups of patients, for example, males and females, but responses to a particular item differ between the two sexes. When this happens, the validity of measurement is jeopardized since the item measures sex and not the underlying trait. The logistic regression method of DIF testing was implemented in this study. Nonuniform DIF (ie, DIF with varying direction across levels of the trait) is present if the interaction term is significant. Comparison of models with summed score only and summed score and group yields a test for uniform DIF. The DIF analyses were carried out in two stages: initially with all items and then after censoring any items exhibiting DIF on the initial run [43]. Logistic regression analyses were performed using SAS® Version 9.2 (SAS Institute Inc, Cary, NC, USA). Since DIF analyses involved running multiple logistic regression models and multiple tests, the Benjamini-Hochberg procedure was used to control the false discovery rate [5].

Appendix 2

The New Knee Society Score: Domains and Point Allocations

Objective Knee Score (seven items; 100 points):

AP alignment (25 points)

Stability (25 points)

  • Medial/lateral (15 points)

  • Anterior/posterior (10 points)

ROM (25 points)

Symptoms (25 points)

Deductions

  • Malalignment (−10 points)

  • Flexion contracture (−2/−5/−10/−15 points)

  • Extensor lag (−5/−10/−15 points)

Satisfaction Score (five items; 40 points):

Pain level while sitting (8 points)

Pain level while lying in bed (8 points)

Knee function while getting out of bed (8 points)

Knee function while performing light household duties (8 points)

Knee function while performing leisure recreational activities (8 points)

Expectation Score (three items; 15 points):

Pain relief (5 points)

Ability to carry out activities of daily living (5 points)

Ability to perform leisure, recreational, or sport activities (5 points)

Functional Activity Score (19 items; 100 points):

Walking and standing (five items; 30 points)

Standard activities (six items; 30 points)

Advanced activities (five items; 25 points)

Discretionary activities (three items; 15 points)

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Noble, P.C., Scuderi, G.R., Brekke, A.C. et al. Development of a New Knee Society Scoring System. Clin Orthop Relat Res 470, 20–32 (2012). https://doi.org/10.1007/s11999-011-2152-z

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