Introduction

RA is associated with both generalized [1] and articular bone loss, which could be due to the disease itself, to inactivity or to treatment with corticosteroids [2]. Bone loss results in low bone mass and microarchitectural deterioration of bone tissue, leading to diminished biomechanical competence of the skeleton. This condition is often termed osteopenia or osteoporosis and the clinical consequence is low-trauma or atraumatic fractures, particularly at the spine, hip and wrist. The most serious fractures are those of the hip, which contribute substantially to morbidity, mortality and health care costs [3]. Although the pathophysiology of osteoporosis is multifactorial and complex, studies have shown that bone mass is the most important determinant of bone strength and accounts for up to 80% of its variance [4,5]. Decreased bone mass is therefore a useful predictor of increased fracture risk [6]. Many prospective studies have shown that a decrease in bone density at the spine or hip of one SD increases fracture risk by a factor of two to three [7,8,9,10]. Methods of measuring BMD are therefore pertinent to the detection of osteopenia, the identification of those individuals at risk of atraumatic fracture, and the assessment of efficacy of either prevention or treatment of associated osteoporosis.

Considerable advancement has been made in non-invasive methods for assessing bone status in the axial and peripheral skeleton in the past 25 years [11]. These methods include photon and X-ray absorptiometry, QCT and quantitative ultrasound (QUS) [11,12,13]. The application of some of these techniques for longitudinal assessment in RA has been reviewed by Lane et al [14], Deodhar and Woolf [15] and Verhoeven and Boers [16]. The choice of site for monitoring depends on two variables: firstly, the rate of change of bone mass within the skeleton itself and, secondly, precision of bone density testing at particular sites. In general, the measured change in bone density should be 2.8 times the long-term precision error for the measured variable [17,18]. This review presents past and present techniques for bone mass measurement for the serial assessment of bone loss in RA.

Radiographic techniques

Plain radiographs

Conventional radiographs of the peripheral joints are frequently used for the diagnosis and assessment of disease progression in RA [19,20]. RA can be characterized by the presence of erosions, periarticular osteoporosis, calcification and/or joint space narrowing. To evaluate these changes, many radiographic scoring systems that require a single posterior-anterior (PA) film of the hands and wrist have been developed [21]. However, these methods are imprecise and coarse for the assessment of osteoporosis. Also, juxta-articular bone loss precedes the development of erosions and this does not become apparent radiologically until a considerable proportion (more than 35%) of the bone mineral has been lost [22].

Radiographic absorptiometry

Radiographic absorptiometry, the first quantitative technique to assess integral bone, has recently gained renewed interest as a simpler, readily available screening tool [23]. In radiographic absorptiometry, standardized hand radiographs are taken with an aluminum step-wedge placed on the film and the imaged is analyzed with an optical densitometer. The BMD is determined by comparison with the defined density of the aluminum step-wedge. The results are expressed in aluminum equivalent values or arbitrary units [24]. This is a low-cost and potentially widely available technique but is it restricted to the appendicular bones such as the metacarpals and phalanges, which are surrounded by a relatively small amount of soft tissue. Improvements in obtaining X-rays under standard conditions and recently developed computer-assisted methods have reduced operator errors and improved precision [25,26]. Radiographic absorptiometry seems to be suitable for measuring the BMD of the phalanges and metacarpals [11,27].

Absorptiometry

Single X-ray absorptiometry

Single X-ray absorptiometry (SXA), with its high photon flux, has superseded single photon absorptiometry (SPA). The replacement of the photon source with an X-ray tube imparted greater precision and improved spatial resolution of these systems and reduced examination time [28]. The method overcomes the problems of radiographic absorptiometry caused by non-uniformity of film sensitivity and processing. To correct for overlying soft tissue, the anatomic site at which BMD is being measured has to be surrounded by either a constant thickness of water, water bags or water-equivalent moldable materials [13]. SXA makes possible a quantitative assessment of bone mineral content only at peripheral sites of the skeleton. At the radius, BMD measurements are performed at the ultradistal, distal and shaft regions. The precision of 1-2% depends on the site, with better precision at the shaft region. The calcaneus is also a site of interest because it is load bearing and has a high cancellous bone content [29,30]. SXA has proved to be a valuable method in the diagnosis of osteoporosis, providing reasonable precision and low exposure to radiation.

Dual X-ray absorptiometry

DXA was introduced commercially in 1987 as the direct successor to dual photon absorptiometry (DPA) [31]. The fundamental physical principle behind DXA is the simultaneous measurement of X-rays with two different energies through the body. The dual X-ray spectrum can be generated using either K-edge filters or peak kilovoltage (kVp) switching [32]. The main advantages of an X-ray system over a DPA radionuclide system are the following: a shortened examination time because the X-ray source produces a much higher photon fluence, greater accuracy and precision, and the removal of errors due to corrections for source decay [33,34]. A more recent development in DXA technology has been the introduction of a new generation of fan beam scanners such as the Hologic QDR 4500 (Hologic Inc., Bedford, Massachusetts, USA) and the Lunar Expert-XL and the Lunar Prodigy (Lunar Corp., Madison, Wisconsin, USA). Fan beam scanners perform one or more sweeps across the patient instead of the two-dimensional raster scan required by pencil beam geometry. As a result, scan times have been shortened from 5-10 min to 10-30 s, with a consequent higher patient throughput. Another advantage of the fan beam system is the higher image resolution [35,36]. This permits the easier identification of vertebral structures and artefacts caused by degenerative disease.

The preferred anatomic sites for DXA measurement of bone mineral include the lumbar spine (L1-L4), the proximal femur (neck, trochanter, Ward's triangle and total hip) and the whole body, but peripheral sites can also be measured. DXA has been used in numerous studies involving RA subjects [1,37,38,39,40]. Van Schaardenburg et al [40] reported significant corticosteroid-induced spinal and femoral bone loss in patients with RA in a randomized, placebo-controlled trial on the effects of steroid treatment on bone mass. Disease duration seems to be an important determinant of bone loss in RA. Two longitudinal studies with DXA showed that patients with RA lose BMD in the lumbar spine and femur mainly in the early part of their disease [1,38]. Gough et al [1] also showed that patients with early RA, treated with 1-5 mg of prednisone daily, lost more bone than patients taking daily doses of more than 5 mg.

Recently, peripheral DXA (pDXA) densitometers especially designed for forearm or calcaneal measurements have been introduced and might provide these measurements at a lower cost [11,41]. For application in RA, hand BMD has been studied with some interest because it is the principal site of inflammation and is of prime functional importance [39,42,43,44]. Earlier studies did not have dedicated software to measure hand BMD and thus adapted spine software for Holigic DXA scanners [39,42] or small-animal software for Lunar DXA scanners [43]. Hand BMD measurement with DXA proved highly accurate and reproducible. Hand BMD was also significantly correlated with BMD at other sites. In a prospective longitudinal study of hand BMD in patients with RA, Deodhar et al [45] showed that, despite significant improvement in clinical and laboratory indices of disease activity, there was a significant loss of hand BMC during 1 year (5.26% in males, 2.14% in females).

Quantitative computed tomography

QCT can be performed on clinical computed tomography (CT) scanners to determine in three dimensions the true volumetric density (mg/cm3) of cancellous or cortical bone. However, because of the high responsiveness of vertebral cancellous bone, and its importance in vertebral strength, QCT has been employed principally to determine cancellous bone density in the vertebral body [46]. A spinal QCT examination requires that an external bone mineral reference phantom be scanned together with the patient to calibrate the CT number measurements to bone-equivalent values. QCT's ability to selectively assess the metabolically active and structurally important trabecular bone in the vertebral body results in an excellent ability to discriminate vertebral fracture and to measure bone loss, generally with better sensitivity than projectional methods such as DXA [46,47]. The average cross-sectional bone-loss rate in females from young to old is typically 1.2% per year when measured with QCT and a little over half that value when measured with DXA. However, compared with DXA, QCT scanners are much more expensive, the precision of BMD measurement is poorer and the radiation dose to the patient, although acceptable, is much higher.

To some extent, the high cost of and limited access to conventional all-purpose CT scanners has prompted the development of dedicated peripheral QCT (pQCT) instrumentation specifically for measurements of purely trabecular and cortical BMC and BMD in the radius [48,49]. pQCT delivers a lower dose of radiation to the patient than standard spinal QCT because only the appendicular skeleton is irradiated. Unlike SPA or SXA, pQCT uses a transaxial image to allow separate measurement of the true volumetric density (mg/cm3) and cross-sectional area of trabecular and cortical bone without superposition of other tissues, and provides exact three-dimensional localization of the target volume. The ability to measure the metabolically more active trabecular bone and determine geometric parameters related to the cortical shell such as moment of inertia and mean thickness, as well as the ease of use, make pQCT an interesting alternative to SPA or SXA [11,50]. QCT has been used to study bone loss in RA subjects [51,52,53] in whom significant loss was observed in trabecular bone compared with cortical bone.

Ultrasound

QUS has been established as another modality in the assessment of skeletal status. The advantages of QUS include the fact that the equipment is inexpensive, small and portable, and does not involve the use of ionizing radiation. Moreover, indirect studies and/or studies in vitro have suggested that ultrasound might give information not only about bone density but also about architecture and elasticity [12,54,55,56,57]. These benefits, combined with clinical results showing good diagnostic sensitivity for fracture discrimination, have encouraged further basic investigation and commercial development. Several manufacturers have developed different QUS systems since the late 1980s. Most of the commercial QUS systems measure the calcaneus submerged in a water bath or with ultrasonic gel as couplant and a fixed single-point transmission transducer system. Recent developments include calcaneal transmission imaging, phalangeal, tibial and multi-site measuring devices [58].

Bone tissue can be characterized in terms of speed of sound (SOS) and broadband ultrasound attenuation (BUA). These parameters are significantly positively correlated with BMD in vivo. Site-matched comparisons of BMD and QUS measurements have produced correlations of approx. 0.7-0.90 [12]. Both cross-sectional and prospective studies have demonstrated that QUS can be used to discriminate normal from osteoporotic subjects nearly as effectively as traditional bone densitometry approaches [55,59,60,61]. The ability of QUS to discriminate between normal and osteoporotic patients is partly independent of BMD in some cases [60]. There is a growing interest in the use of phalangeal ultrasound [62] and calcaneal ultrasound [63,64,65,66] to assess bone status in RA patients. Martin et al [64] demonstrated a significant decrease in both ultrasound attenuation (31.7%) and velocity (6.6%) measured at the calcaneus of RA patients in comparison with controls. In studies by Daens et al [65] and Blanckaert et al [66], QUS performed similarly to BMD measured at the spine and femur in evaluating glucocorticoid-induced osteoporosis.

Conclusion

The most prevalent methods for assessing the skeleton are SXA, DXA, QCT and QUS; these have been applied successfully in the measurement of bone loss in RA.

Patients with RA have lower bone mass in the appendicular and axial skeleton than normals.

Longitudinal densitometry studies demonstrate that substantial loss of bone mass can occur early in the first year after the onset of disease.

The hand is an area of considerable disease activity; therefore measurement of BMD at the hand with either DXA or ultrasound may be a useful tool in the management of RA patients.