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European Journal of Pain 10 (2006) 77–88

www.EuropeanJournalPain.com

Quantitative sensory testing: a comprehensive protocol


for clinical trials
a,b
R. Rolke , W. Magerl a, K. Andrews Campbell c, C. Schalber a, S. Caspari a,
F. Birklein b, R.-D. Treede a,*
a
Institute of Physiology and Pathophysiology, Johannes Gutenberg-University, Saarstr. 21, D-55099 Mainz, Germany
b
Department of Neurology, Johannes Gutenberg-University, Mainz, Germany
c
Department of Anatomy and Developmental Biology, University College, London, UK

Received 19 October 2004; accepted 3 February 2005


Available online 28 March 2005

Abstract

We have compiled a comprehensive QST protocol as part of the German Research Network on Neuropathic Pain (DFNS) using well
established tests for nearly all aspects of somatosensation. This protocol encompasses thermal as well as mechanical testing procedures.
Our rationale was to test for patterns of sensory loss (small and large nerve fiber functions) or gain (hyperalgesia, allodynia, hyper-
pathia), and to assess both cutaneous and deep pain sensitivity. The practicality of the QST protocol was tested in 18 healthy subjects,
21–58 years, half of them female. All subjects were tested bilaterally over face, hand and foot. We determined thermal detection and pain
thresholds including a test for the presence of paradoxical heat sensations, mechanical detection thresholds to von Frey filaments and a
64-Hz tuning fork, mechanical pain thresholds to pinprick stimuli and blunt pressure, stimulus–response-functions for pinprick and
dynamic mechanical allodynia (pain to light touch), and pain summation (wind-up ratio) using repetitive pinprick stimulation.
The full protocol took 27 ± 2.3 min per test area. The majority of QST parameters were normally distributed only after loga-
rithmic transformation (secondary normalization) except for the frequency of paradoxical heat sensations, cold and heat pain
thresholds, and for vibration detection thresholds. Thresholds were usually lowest over face, followed by hand, and then foot. Only
thermal pain thresholds, wind-up ratio and vibration detection thresholds were not significantly dependent on the body region.
There was no significant right-to-left difference for any of the QST parameters; left-to-right correlation coefficients ranged between
0.78 and 0.97, thus explaining between 61% and 94% of the variance. This study has shown that a complete somatosensory profile of
one affected area and one unaffected control area, which will be necessary to characterize patients with a variety of diseases, can be
obtained within 1 h. Case examples of selected patients illustrate the value of z-transformed QST data for an easy survey of indi-
vidual symptom profiles.
! 2005 European Federation of Chapters of the International Association for the Study of Pain. Published by Elsevier Ltd. All
rights reserved.

Keywords: QST; Sensory profile; Allodynia; Hyperalgesia; Hypoesthesia; Hypoalgesia; Paradoxical heat sensation; Data transformation; Z-scores

Abbreviations: ALL, Dynamic mechanical allodynia; CDT, Cold detection threshold; CPT, Cold pain threshold; DFNS, Deutscher Forschun-
gsverbund Neuropathischer Schmerz; HPT, Heat pain threshold; MDT, Mechanical detection threshold; MPS, Mechanical pain sensitivity; MPT,
Mechanical pain threshold; PHS, Paradoxical heat sensation; PPT, Pressure pain threshold; TSL, Thermal sensory limen; VDT, Vibration detection
threshold; WDT, Warm detection threshold; WUR, Wind-up ratio.
*
Corresponding author. Tel.: +49 6131 3925715; fax: +49 6131 3925902.
E-mail address: treede@uni-mainz.de (R.-D. Treede).

1090-3801/$32 ! 2005 European Federation of Chapters of the International Association for the Study of Pain. Published by Elsevier Ltd. All rights
reserved.
doi:10.1016/j.ejpain.2005.02.003
78 R. Rolke et al. / European Journal of Pain 10 (2006) 77–88

1. Introduction hyperalgesia (Brune and Handwerker, 2004; Kilo


et al., 1994; Koltzenburg et al., 1992; Ochoa and Yarnit-
The assessment of patients with neuropathic pain may sky, 1993). Pressure pain thresholds were included to as-
utilize the following methods: clinical bedside examina- sess both cutaneous and deep pain sensitivity (Bendtsen
tion, quantitative sensory testing (QST), questionnaires, et al., 1996; Brennum et al., 1989; Treede et al., 2002).
standard electrodiagnostic studies, laser evoked poten- Based on previously published studies the design of
tials (LEP), functional neuroimaging (fMRI and PET), the QST battery assembles a comprehensive list of robust
and skin biopsy (Cruccu et al., 2004; Dworkin et al., and validated short form tests representing measures of
2003). Whereas questionnaires are the formalized exten- all relevant submodalities of the somatosensory system,
sion of taking the patient!s history, quantitative sensory namely:
testing refers to a set of methods that extend the tradi-
tional neurological examination of somatosensory func- ! cold and warm detection thresholds (Fruhstorfer
tion (Greenspan, 2001; Gracely, 1999; Haanpää et al., et al., 1976; Gray et al., 1982; Yarnitsky and Spre-
1999). A great variety of quantitative testing procedures cher, 1994);
has been published, each of which allows quantifying one ! number of paradoxical heat sensations during the
particular aspect of sensory function. At a consensus thermal sensory limen procedure (Hansen et al.,
conference convened in September 1997 in Boston by 1996; Susser et al., 1999);
Gary Bennett and David Borsook, it became apparent ! cold and heat pain thresholds (Fruhstorfer et al.,
that sophisticated methods of sensory testing are avail- 1976; Granot et al., 2003; Tillman et al., 1995; Yarnit-
able to assess all aspects of somatosensory function that sky et al., 1995);
may be of clinical interest (Arendt-Nielsen, 1997; Arezzo ! mechanical detection threshold (Bove et al., 2003;
et al., 1993; Cruccu et al., 2004; Dworkin et al., 2003; Fruhstorfer et al., 2001; Von Frey, 1896; Weinstein,
Dyck et al., 1993a,b; Fields et al., 1998; Gescheider 1968);
et al., 2001; Gracely et al., 2003; Hansson and Lindblom, ! mechanical pain threshold and mechanical pain sensi-
1993; Shy et al., 2003; Tölle and Baron, 2002). However, tivity (Chan et al., 1992; Greenspan and McGillis,
two major drawbacks limit their value: first, there is no 1994; Magerl et al., 1998);
general agreement on standard procedures and every ! dynamic mechanical allodynia (Baumgärtner et al.,
sensory function may be assessed in a variety of ways 2002; LaMotte et al., 1991; Lindblom and Verillo,
and even the same test instrument may give different out- 1979; Magerl et al., 2001);
comes due to a variation of stimulation parameters, e.g., ! temporal pain summation (‘‘Wind-up’’; Magerl et al.,
thermal thresholds as a function of the temperature ramp 1998; Price et al., 1977, 1994; Sieweke et al., 1999);
(Yarnitsky et al., 1995). Second, performing a compre- ! vibration detection threshold (Bolanowski et al.,
hensive battery of all those tests in any given patient will 1988; Fagius and Wahren, 1981; Goldberg and
eventually exceed the time constraints of clinical routine Lindblom, 1979; Hilz et al., 1998; Rydel and Seiffer,
by far (i.e., a maximum of 60–90 min per patient), thus 1903; Talbot et al., 1968);
there is an urgent need for a comprehensive short form ! pressure pain threshold (Chesterton et al., 2003;
QST protocol. Fischer, 1987; Jensen et al., 1986; Kilo et al., 1994;
To address that issue we have compiled a standard- Kosek et al., 1999; Rolke et al., 2005).
ized comprehensive QST battery as part of a nationwide
multicenter research network (German Research Net- The aim of our QST protocol was to provide param-
work on Neuropathic Pain-DFNS; http://www.neuro. eters for sensory loss (small and large fiber functions) and
med.tu-muenchen.de/dfns/e_index.html) that would sensory gain (hyperalgesia, allodynia, hyperpathia). We
give profiles of somatosensory function for two body tested the feasibility of this QST battery bilaterally over
areas (one affected and one normal area), and should three different body regions (face, hand, foot) in a single
be performed within 1 h. In contrast to other studies center study for the following purposes: (1) to determine
that restricted the assessment to thermal stimuli (Yarnit- the time needed to obtain a full somatosensory profile
sky et al., 1995), we included both thermal and mechan- for one test area, (2) to evaluate the psychometric prop-
ical test stimuli. In this respect, our QST protocol is erties of all parameters, (3) to propose standards for data
similar to the CASE IV system (Dyck et al., 1993b) that evaluation, and (4) to prepare a form of simple data pre-
was developed to assess loss of somatosensory function, sentation for clinical use in individual patients.
both in small fiber neuropathies (thermal thresholds)
and in large fiber neuropathies (tactile thresholds). Our
protocol extends beyond the CASE IV system, however, 2. Methods
by also assessing parameters of increased pain sensitivity
(hyperalgesia, allodynia, hyperpathia). For mechanical The whole battery was developed as part of the Ger-
pain we distinguish dynamic and two types of static man Research Network on Neuropathic Pain (DFNS)
R. Rolke et al. / European Journal of Pain 10 (2006) 77–88 79

Fig. 1. QST-a battery of sensory tests: figure of methods. The standardized QST protocol assesses 13 parameters in seven test procedures (A–G). All
procedures are presented including a time frame for testing over one area. A. Thermal testing comprises detection and pain thresholds for cold, warm,
or hot stimuli (C- and A-delta fiber mediated): cold detection threshold (CDT); warm detection threshold (WDT); number of paradoxical heat
sensations (PHS) during the thermal sensory limen procedure (TSL) for alternating warm and cold stimuli; cold pain threshold (CPT); heat pain
threshold (HPT). B. mechanical detection threshold (MDT) tests for A-beta fiber function using von Frey-filaments. C. Mechanical pain threshold
(MPT) tests for A-delta fiber mediated hyper- or hypoalgesia to pinprick stimuli. D. Stimulus–response-functions: mechanical pain sensitivity (MPS)
for pinprick stimuli, and dynamic mechanical allodynia (ALL) assess A-delta mediated sensitivity to sharp stimuli (pinprick), and also A-beta fiber
mediated pain sensitivity to stroking light touch (CW = cotton wisp; QT = cotton wool tip; BR = brush). E. Wind-up ratio (WUR) compares the
numerical ratings within five trains of a single pinprick stimulus (a) with a series (b) of 10 repetitive pinprick stimuli to calculate WUR as the ratio:
b/a. F. Vibration detection threshold (VDT) tests for A-beta fiber function using a Rydel–Seiffer 64 Hz tuning fork. G. Pressure pain threshold (PPT)
is the only test for deep pain sensitivity, most probably mediated by muscle C- and A-delta fibers. For details regarding the testing procedures also see
Section 2.

and consists of seven tests measuring 13 parameters 2.1. Subjects


(Fig. 1). The tests can be grouped as follows:
To evaluate the properties of the QST battery we
! thermal detection thresholds for the perception of tested a small sample of 18 healthy human subjects
cold, warm and paradoxical heat sensations, (9 female, 9 male, mean age 38.1 ± 14.2 years, range
! thermal pain thresholds for cold and hot stimuli, 21–58 years). QST data over face (cheek), hand (dor-
! mechanical detection thresholds for touch and sum) and foot (dorsum) on both sides of the body were
vibration, obtained within one experimental session. All subjects
! mechanical pain sensitivity including thresholds for were without pain medication for at least 24 h prior
pinprick and blunt pressure, a stimulus–response- to the investigation. The study was approved by the lo-
function for pinprick sensitivity and dynamic cal ethics committee (Landesärztekammer Rheinland-
mechanical allodynia, and pain summation to repeti- Pfalz) and all subjects had given written informed
tive pinprick stimuli. consent.

Since it was our aim to use simple hand-held de- 2.2. Thermal detection, thermal pain thresholds and
vices whenever available, we did not use an automated paradoxical heat sensations
vibrameter or pressure algometer, which are useful in
specialized sensory laboratory tests. For thermal The tests for thermal sensation were performed using
testing, no simple devices are available yet (Cruccu a TSA 2001-II (MEDOC, Israel) thermal sensory testing
et al., 2004). device (Fruhstorfer et al., 1976; Yarnitsky et al., 1995).
80 R. Rolke et al. / European Journal of Pain 10 (2006) 77–88

Cold detection threshold (CDT) and warm detection Stimulus–response-functions for dynamic mechani-
threshold (WDT) were measured first. The number of cal allodynia (ALL) were determined using a set of
paradoxical heat sensations (PHS) was determined dur- three light tactile stimulators (Baumgärtner et al.,
ing the thermal sensory limen procedure (TSL, the dif- 2002; LaMotte et al., 1991): a cotton wisp exerting a
ference limen for alternating cold and warm stimuli), force of "3 mN, a cotton wool tip fixed to an elastic
followed by cold pain threshold (CPT), and heat pain strip exerting a force of "100 mN, and a standardized
threshold (HPT). The mean threshold temperature of brush (Somedic, Sweden) exerting a force of "200–400
three consecutive measurements was calculated. All mN. The three tactile stimuli were applied five times
thresholds were obtained with ramped stimuli (1 "C/s) each with a single stroke of approximately 1–2 cm in
that were terminated when the subject pressed a button. length over the skin. They were intermingled with the
Cut-off temperatures were 0 and 50 "C. The baseline pinprick stimuli in balanced order and subjects were
temperature was 32 "C (center of neutral range) and asked to give a rating on the same scale as for pinprick
the contact area of the thermode was 7.84 cm2. During stimuli.
the experiment, the subjects were not able to watch the
computer screen. All thermal tests were first demon- 2.6. Wind-up ratio – the perceptual correlate of temporal
strated over an area that was not tested later during pain summation for repetitive pinprick stimuli
the QST session.
In this test of temporal summation, the perceived
2.3. Mechanical detection threshold for modified magnitude of a single pinprick stimulus was compared
von Frey filaments with that of a train of 10 pinprick stimuli of the same
force repeated at a 1/s rate (128 mN, when tested over
Modified von Frey filaments (MDT) was measured face, and 256 mN, when tested over hand and foot).
with a standardized set of modified von Frey hairs The train of pinprick stimuli was given within a small
(Optihair2-Set, Marstock Nervtest, Germany) that exert area of 1 cm2 and the subject was asked to give a pain
forces between 0.25 and 512 mN (Fruhstorfer et al., rating representing the pain at the end of the train using
2001; Von Frey, 1896; Weinstein, 1968). The contact a numerical rating scale. In contrast to the more sophis-
area of the von Frey hairs with the skin was of uniform ticated technique of VAS-ratings at a 1/s rate (Magerl
size and shape (rounded tip, 0.5 mm in diameter) to et al., 1998) this method (modified from Sieweke et al.,
avoid sharp edges that would facilitate nociceptor acti- 1999) is likely more appropriate for clinical routine
vation. The final threshold was the geometric mean of assessment. Single pinprick stimuli were alternated with
five series of ascending and descending stimulus intensi- a train of 10 stimuli until both were done five times at
ties (Baumgärtner et al., 2002). five different skin sites within the same body region.
The mean pain rating of trains divided by the mean pain
2.4. Mechanical pain threshold for pinprick stimuli rating to single stimuli was calculated as wind-up ratio
(WUR).
Mechanical pain threshold (MPT) was measured
using a set of seven custom-made weighted pinprick 2.7. Vibration detection threshold
stimulators (flat contact area of 0.2 mm diameter) that
exert forces between 8 and 512 mN (Baumgärtner Vibration detection threshold (VDT) test was per-
et al., 2002; Chan et al., 1992; Magerl et al., 1998). formed with a Rydel–Seiffer tuning fork (64 Hz, 8/8
Again using the ‘‘method of limits’’, the final threshold scale) that was placed over a bony prominence (cheek,
was the geometric mean of five series of ascending and processus styloideus ulnae, malleolus medialis). Vibra-
descending stimulus intensities. tion threshold was determined with three series of
descending stimulus intensities (Fagius and Wahren,
2.5. Stimulus–response-functions: mechanical pain 1981; Goldberg and Lindblom, 1979; Rydel and Seiffer,
sensitivity for pinprick stimuli and dynamic mechanical 1903).
allodynia for stroking light touch
2.8. Pressure pain threshold
Mechanical pain sensitivity (MPS) was tested using
the same weighted pinprick stimuli as for MPT. To ob- The final test in the protocol was performed with a
tain a stimulus–response-function, these seven pinprick pressure gauge device (FDN200, Wagner Instruments,
stimuli were applied in a balanced order, five times each, USA) with a probe area of 1 cm2 (probe diameter of
and the subject was asked to give a pain rating for each 1.1 cm) that exerts pressure up to 20 kg/cm2/"200
stimulus on a 0–100 numerical rating scale ("0! indicating N/cm2/"2000 kPa (Fischer, 1987; Kilo et al., 1994; Ko-
‘‘no pain’’, and "100! indicating ‘‘most intense pain sek et al., 1999; Rolke et al., 2005). The pressure pain
imaginable’’). threshold (PPT) is determined with three series of
R. Rolke et al. / European Journal of Pain 10 (2006) 77–88 81

ascending stimulus intensities, each applied as a slowly are familiar with the concept of threshold elevations,
increasing ramp of 50 kPa/s. we decided to use this procedure, because the general
readership may find it conceptually easier to think in
2.9. Data evaluation terms of gain or loss of sensory function.
After this Z-transformation it is straightforward to
All data were analyzed for their distribution proper- compare a single patient with the group mean of healthy
ties. We calculated skewness, kurtosis, Kolmogorov– controls, since the 95% confidence interval (CI) of a
Smirnov!s d for raw data and log-transformed data. standard normal distribution is defined as follows:
The product of the geometric mean of skewness and 95% CI ¼ Meancontrols ' 1:96SDcontrols :
kurtosis combined and the geometric mean of Kolmogo-
rov–Smirnov!s d (for continuous test of normality of dis-
tribution) was calculated as a compound measure of
goodness of normality. Log-transformation was consid- 3. Results
ered to be superior, when the ratio for raw data to log-
transformed data exceeded a factor of 3. It was possible to obtain all QST data in all 18
For pain ratings to pinprick and light touch a small healthy subjects at all sites tested. The testing procedures
constant (+0.1) was added prior to log-transformation were easily feasible with a mean duration of 27.0 ± 2.3
to avoid a loss of zero rating values (Bartlett, 1947; min for the full QST protocol tested over one test area.
Magerl et al., 1998). All statistical calculations were per- Thus, assessing six sites in healthy subjects took about
formed by using the Statistica software package, release 3 h. In patients, assessment of two sites (one affected,
6.0 for Windows (StatSoft Inc., USA). Differences be- one normal area) is expected to be finished within 1 h.
tween areas (face, hand, foot), right and left sides of
the body were compared using a two-way analysis of 3.1. QST report form
variance for repeated measures (ANOVA). Post hoc
comparisons were calculated using LSD-post hoc tests QST data were entered into an EXCEL-spreadsheet
(LSD = least significant difference). Log-data of thresh- (Microsoft, USA) automatically generating thresholds
olds were retransformed to linear values representing the and average ratings, and numbers of observed symp-
original unit of each test. toms (in the case of PHS). These data are summarized
in a single sheet QST report form which eases compari-
2.10. Z-transformation of QST data to create profiles son of the test and control areas (Fig. 2).
of sensory changes
3.2. The majority of QST parameters are lognormally
To compare a patient!s QST data profile with distributed
control data independent of the different units of mea-
surement across QST parameters, the patient data were Some QST parameters were not normally distributed,
Z-transformed for each single parameter by using the but normal distribution was achieved by logarithmic
following expression (Glass and Stanley, 1970; Gauss, transformation (secondary normal distribution). A typi-
1863): cal example is shown in Fig. 3 (warm detection thresh-
olds in the hand dorsum). Table 1 comprises skewness,
Z-score ¼ ðXsingle patient % Meancontrols Þ=SDcontrols :
kurtosis and Kolmogorov–Smirnov!s d as markers to test
This procedure results in a QST profile where all param- for normality of distribution in raw and log-transformed
eters are presented as standard normal distributions data. Based on a weighted comparison of distribution
(zero mean, unit variance). For clarity of data presenta- parameters we recommend to execute log-transforma-
tion we adjusted the algebraic sign of Z-score values for tion in the following QST parameters: CDT, WDT,
each parameter so that it reflects the patient!s sensitivity TSL, MDT, MPT, MPS, ALL, WUR, and PPT.
for this parameter. Z-values above ‘‘0’’ indicate a gain of
function when the patient is more sensitive to the tested 3.3. QST procedures show highly significant differences
stimuli compared with controls, while Z-scores below across test areas
‘‘0’’ indicate a loss of function referring to a lower sen-
sitivity of the patient. Thus, elevations of threshold There were highly significant differences between test
(CDT, WDT, TSL, HPT, CPT, MDT, MPT, VDT, areas for most QST parameters (Table 2), except for
PPT) resulted in negative Z-scores, whereas increases cold pain threshold (CPT), heat pain threshold (HPT),
in ratings (MPS, ALL, WUR) resulted in positive wind-up ratio (WUR), and vibration detection threshold
Z-scores. Paradoxical heat sensations (PHS) were inter- (VDT). Differences between test areas could not be as-
preted as a loss of thermodiscriminative function result- sessed for paradoxical heat sensations (PHS) and dy-
ing in negative Z-scores. Even though QST specialists namic mechanical allodynia (ALL) because there was
82 R. Rolke et al. / European Journal of Pain 10 (2006) 77–88

Fig. 2. QST report form. The QST report form allows easy comparisons of parameters over control vs. test site supplemented by the corresponding
Z-score compared to healthy age and gender matched subjects. These comparisons might be between different test areas, e.g., hand vs. foot in the case
of a patient with symmetrical neuropathy. Most important will be direct comparisons of right and left side of the body, e.g., in a patient with an
unilateral chronic pain syndrome over distal limb.

no significant occurrance of these parameters in healthy any significant interactions with other factors (Table 2),
subjects. Mean value differences across areas are illus- we compared data for left and right body sides to assess
trated in Table 1. Thresholds were usually lowest over intra-individual variability of QST testing. The correla-
face, followed by hand and foot with the exceptions of tion coefficients were highly significant (r = 0.78–0.97,
vibration detection threshold presenting the highest sen- all p < 0.001), and their squared values indicate that
sitivity in the hand (Table 1), and stimulus–response- systematic interindividual differences accounted for
function for pinprick presenting highest sensitivity over between 61% and 94% of the total variance of the
face, followed by foot, then hand. No differences were QST parameters. These findings suggest lower variabil-
found between body sides (Table 2), and there were no ity of QST parameters within subjects than across
interactions between test area and body side. These find- subjects.
ings confirm that each area of the body needs its own set
of QST reference data. Due to the narrow age range and 3.5. QST profiles of Z-transformed data in selected
small number of healthy subjects in the present study we patients
did not address age or gender differences.
To illustrate the potential use of QST profiles, Fig. 4
3.4. Intra- and interindividual variability of QST data presents QST profiles of three selected patients. Some of
the Z-values were beyond the 95% confidence interval
Since there were no significant differences in thresh- (grey zone) of healthy subjects showing three different
olds between the right and left sides of the body, nor patterns of sensory changes.
R. Rolke et al. / European Journal of Pain 10 (2006) 77–88 83

burning pain over feet with a stocking distribution.


Mean pain rating was 50 on a 0–100-numerical rating
scale. Conventional neurography over legs only demon-
strated a reduced amplitude (2.4 mV) of the peroneal
nerve but normal motor conduction velocity (51.8 m/s)
of that nerve. Somatosensory evoked potentials (SEP)
of the tibial nerve were normal (latency 41.0 ms, ampli-
tude 1.5 lV). Motor evoked potentials (MEP) were nor-
mal for hands and feet. The QST profile of this patient
shows a loss of sensory function only for thermal detec-
tion thresholds (CDT, WDT, TSL), which are mediated
by small nerve fibers. Cooling stimuli during the TSL
procedure were often mistaken as heating stimuli (para-
doxical heat sensations).
Patient C (chronic low back pain attributed to facet
joint arthropathy), a 45-year-old woman, complained
about permanent low-back pain of fluctuating intensity
for 7 years. Mean pain rating was 60 on a 0–100 numer-
ical rating scale. Clinically, there was neither sensory nor
motor loss attributable to any spinal root. Pain in-
creased upon dorsiflexion of the back, and paraspinal
segments L4 and L5 overlying the facet joints were sen-
sitive to local pressure bilaterally. The QST profile of
this patient shows a sensory gain beyond the normal
range for cold pain threshold (CPT), for sharp stimuli
(MPT, MPS), and blunt pressure (PPT).

4. Discussion

Fig. 3. Warm detection threshold in the hand dorsum: distribution of


Our study shows that the present QST protocol con-
raw and log data. Some QST parameters are distributed normally in sisting of seven previously published tests examining
log space. The raw data (a) of warm detection thresholds (difference altogether 13 QST parameters covering all somatosen-
from baseline 32 "C) show significant differences comparing fitted and sory channels was feasible within a reasonable time of
observed distribution. The dotted line represents the fitted shape of the about 1 h for two symmetrical areas of the body. Differ-
normal (expected) distribution, which is significantly different from the
observed distribution of raw data (Kolmogorov–Smirnov!s d = 0.14;
ences in thresholds over different body areas indicate the
p < 0.001). After log transformation with base 10 (b) warm detection need for calculating QST reference data for each area,
thresholds are distributed normally. The solid line in both (a) and (b) and for presenting data of individual patients relative
represents the fitted normal distribution of log transformed data to those reference data. The lack of a side difference over
without any differences between expected and observed distribution all areas suggests that side-to-side testing may give the
parameters (Kolmogorov-Smirnov!s d = 0.08; p = 0.67).
most sensitive results. Further studies need to evaluate
this QST battery regarding inter-observer reliability,
Patient A (vibration induced vasospastic syndrome), repeatability within defined time intervals, and validity
a 64-year-old man, complained about intermittent Ray- for mechanism-based diagnoses in patients with chronic
naud-syndrome and painless dysesthesia of the right pain (Hansson et al., 2001; Jensen and Baron, 2003;
hand after working for more than 20 years using a Woolf et al., 1998).
chain-saw. Sensory conduction velocities of the median
and ulnar nerves were pathologically reduced, motor 4.1. QST parameters vary significantly over areas
conduction velocity was normal corresponding to the
lack of a motor deficit. Autonomic testing revealed As in previous studies the body area over which QST
normal sudomotor function, but a slightly reduced heart parameters were tested had a significant effect on most
rate variability. The QST profile shows combined sen- QST parameters (CDT, WDT, TSL, MDT, MPT,
sory loss for large fiber (MDT, VDT) and small fiber MPS, PPT). Generally lowest thresholds were found
mediated stimuli (CDT, WDT, TSL). over face, followed by hand and foot. The same regional
Patient B (small fiber neuropathy), a 60-year-old differences were seen in thermal pain thresholds (CPT,
woman, suffered for more than 1 year from a severe HPT) but just failed to be significant due to the limited
84 R. Rolke et al. / European Journal of Pain 10 (2006) 77–88

Table 1
Distribution parameters: the majority of QST parameters are normally distributed only after logarithmic transformation (secondary normalization)
Parameter Mean ± SD Mean ± SD Skewness Kurtosis K–S 0 d Weighted Recommended data
(raw data) (log data) (raw/log) (raw/log) (raw/log) ratio transformation
(raw/log)
CDT (DT, "C) Face %0.67 ± 0.33 %0.213 ± 0.173 %2.28/1.01 6.51/1.04 0.25/0.19
Hand %0.91 ± 0.44 %0.081 ± 0.179 %1.67/0.81 2.30/0.28 0.20/0.12 6.92 Log
Foot %1.71 ± 1.47 0.187 ± 0.280 %0.13/%0.08 3.45/0.12 0.17/0.12
WDT (DT, "C) Face 1.05 ± 0.49 %0.019 ± 0.186 1.21/0.47 0.77/%0.55 0.18/0.13
Hand 1.87 ± 0.82 0.237 ± 0.173 1.63/0.23 3.66/0.75 0.14/0.08 5.90 Log
Foot 4.57 ± 2.30 0.615 ± 0.195 1.50/0.46 2.38/%0.34 0.17/0.11
TSL (DT, "C) Face 1.37 ± 0.84 0.056 ± 0.293 1.24/%1.11 0.88/3.90 0.24/0.16
Hand 2.81 ± 1.36 0.403 ± 0.200 1.55/%0.06 3.30/0.61 0.22/0.13 4.04 Log
Foot 6.80 ± 2.71 0.802 ± 0.165 1.01/0.21 0.83/%0.61 0.13/0.07
PHSa (x/3) Face 0±0 %1.000 ± 0
Hand 0±0 %1.000 ± 0 None
Foot 0.11 ± 0.40 %0.905 ± 0.321
CPT ("C) Face 10.36 ± 10.35 0.410 ± 1.021 0.53/%0.54 %1.21/%1.56 0.18/0.24
Hand 7.73 ± 7.82 0.436 ± 0.865 1.00/%0.82 0.11/%0.87 0.16/0.21 0.77 None
Foot 5.96 ± 7.74 0.202 ± 0.910 1.62/%0.35 1.77/%1.54 0.22/0.21
HPT ("C) Face 44.96 ± 3.31 1.652 ± 0.033 %0.77/%0.94 0.10/0.39 0.14/0.15
Hand 45.39 ± 3.60 1.656 ± 0.036 %0.63/%0.81 %0.09/0.34 0.10/0.11 1.21 None
Foot 45.80 ± 2.61 1.660 ± 0.025 %0.68/%0.79 %0.24/%0.002 0.14/0.15
MDT (mN) Face 0.21 ± 0.05 %0.682 ± 0.093 1.33/1.04 0.82/0.03 0.27/0.28
Hand 1.93 ± 2.08 0.124 ± 0.366 3.01/0.36 11.46/0.07 0.25/0.10 3.78 Log
Foot 3.52 ± 3.46 0.367 ± 0.413 1.93/%0.11 3.55/%0.29 0.18/0.09
MPT (mN) Face 55.7 ± 58.6 1.537 ± 0.456 2.17/%0.23 5.22/%0.49 0.22/0.10
Hand 129.3 ± 95.5 1.971 ± 0.394 0.99/%0.71 0.49/0.13 0.15/0.10 7.44 Log
Foot 88.2 ± 74.4 1.764 ± 0.452 1.28/%0.66 1.48/%0.13 0.16/0.12
MPS (rating) Face 1.79 ± 2.18 %0.039 ± 0.519 1.74/0.24 2.17/%0.96 0.23/0.11
Hand 0.65 ± 0.79 %0.409 ± 0.425 2.59/0.51 7.95/%0.45 0.28/0.11 7.76 Log
Foot 0.94 ± 1.11 %0.292 ± 0.471 1.49/0.61 0.94/%1.05 0.27/0.17
ALLa (rating) Face 0±0 %1.000 ± 0
Hand 0.001 ± 0.006 %0.995 ± 0.023 Logb
Foot 0.001 ± 0.003 %0.998 ± 0.013
WUR (ratio) Face 3.11 ± 2.10 0.419 ± 0.247 2.06/0.54 5.37/%0.31 0.18/0.12
Hand 2.67 ± 1.94 0.338 ± 0.268 1.45/0.74 1.01/%0.59 0.29/0.18 3.31 Log
Foot 3.20 ± 2.14 0.420 ± 0.271 1.05/0.44 %0.21/%1.14 0.20/0.13
VDT (x/8) Face 7.20 ± 0.75 %0.266 ± 0.500 %0.63/%0.43 %0.77/%1.30 0.21/0.20
Hand 7.66 ± 0.43 %0.564 ± 0.445 %1.30/0.24 1.35/%1.62 0.26/0.30 1.96 None
Foot 7.25 ± 0.86 %0.319 ± 0.517 %1.79/%0.23 4.09/%1.34 0.19/0.21
PPT (kPa) Face 212 ± 55.7 2.313 ± 0.113 0.62/0.01 %0.11/%0.20 0.11/0.08
Hand 512 ± 191.6 2.683 ± 0.152 1.13/0.37 1.24/%0.50 0.15/0.09 4.69 Log
Foot 572 ± 199.8 2.732 ± 0.154 0.46/%0.03 %0.71/%1.13 0.15/0.15
DT, difference from baseline temperature 32 "C; K–S 0 d, Kolmogorov–Smirnov!s d.
a
Paradoxical heat sensation (PHS) and allodynia (ALL) did not significantly occur in healthy subjects.
b
Recommendation on data transformation for allodynia (pain to light touch) was derived from patient studies and from studies of experimentally
induced hyperalgesia (Baumgärtner et al., 2002; Magerl et al., 2001).

sample size. These differences may not always represent other exception from the rule, since MPT was lower over
true regional differences, since stimuli, which were ap- foot than hand, likely because the hands usually are
plied as increasing ramps of temperature or pressure more exposed to environmental influences than feet,
(CDT, WDT, TSL, CPT, HPT, PPT) always included e.g., ultraviolet radiation and exhibit a significant thick-
reaction time artefacts, following the rule that the longer ening of the epidermis resulting in a higher mechanical
the distance to the brain, the larger the reaction time resistance to stimuli causing shear stress by very local-
artefact (see, e.g., Tillman et al., 1995; Yarnitsky and ized strong indentations (Holbrook and Odland, 1974;
Ochoa, 1991). In contrast, the higher sensitivity of the Plewig and Marples, 1970).
hand to vibratory stimuli documented in previous stud-
ies (e.g., Goldberg and Lindblom, 1979) just missed 4.2. Z-score QST profiles for easy data analysis and
significance in our data (p = 0.08) and may even be presentation
underestimated due to a reaction time artefact, since it
was measured as a disappearance threshold. The pain The abundance of tested parameters in the QST
thresholds for pinprick stimuli (MPT) constituted an- protocol of the DFNS indicates the need for an easily
R. Rolke et al. / European Journal of Pain 10 (2006) 77–88 85

Table 2
ANOVA and correlation analysis: QST data vary significantly over different areas with a lack of side differences
Factor Test area (1) Body side (2) 1 · 2 Interaction Side-to-side correlation
Parameter F p F P F p r p r2
CDT 31.1 <0.001 0.38 n.s. 0.67 n.s. 0.78 <0.001 0.61
WDT 89.4 <0.001 0.16 n.s. 2.47 n.s. 0.79 <0.001 0.62
TSL 64.3 <0.001 1.86 n.s. 1.46 n.s. 0.88 <0.001 0.77
PHS No significant occurrence of PHS in healthy subjects
CPT 2.80 n.s. 0.52 n.s. 0.08 n.s. 0.89 <0.001 0.79
HPT 0.97 n.s. 0.45 n.s. 0.26 n.s. 0.80 <0.001 0.64
MDT 77.5 <0.001 1.21 n.s. 0.82 n.s. 0.91 <0.001 0.83
MPT 11.2 <0.001 0.69 n.s. 1.56 n.s. 0.89 <0.001 0.79
MPS 5.92 <0.01 3.14 n.s. 0.56 n.s. 0.95 <0.001 0.90
ALL No significant occurrence of ALL in healthy subjects
WUR 2.76 n.s. 3.15 n.s. 1.16 n.s. 0.90 <0.001 0.81
VDT 3.21 n.s. 2.63 n.s. 0.30 n.s. 0.86 <0.001 0.74
PPT 160.0 <0.001 1.03 n.s. 1.65 n.s. 0.97 <0.001 0.94
F- and p-values as derived from 2-way ANOVA for repeated measurements (for list of abbreviations, see Section 2). For some parameters (PHS and
ALL) data exhibited close-to-zero variance and thus the near singular data matrix could not be inverted, i.e., ANOVA could not be calculated,
n.s. = not significant.

applicable standard presentation. At the same time, a tended those findings to mechanical and thermal detec-
standard presentation has to account for the fact that tion thresholds (cf. Haanpää et al., 1999; Weinstein,
different parameters come in different units of measure- 1968), but not thermal pain thresholds. Logarithmic
ment and possible data ranges differ vastly across vari- transformation of the latter are inadequate, since the
ables (e.g., 0–3 for PHS vs. 0.0–31.9 "C for CPT). temperature scale is arbitrary and there is no natural
Moreover, a clear definition of hyper- and hypophe- zero in the stimulus dimension. In contrast, the wind-
nomena is essential, if QST is to gain wider acceptance. up ratio (Price et al., 1994; Vierck et al., 1997) like all
Grouping under the heading of ‘‘abnormal finding’’ as ratios follows a geometrical distribution, which is ade-
often done in the existing literature is of little value quately accounted for by logarithmic transformation
and may potentially obscure a view on mechanisms of (cf. Magerl et al., 1998).
a pathology (Hansson et al., 2001). All of these require- In the resulting Z-score QST profile the differences
ments are fulfilled by the Z-transformed QST profiles as between different areas like hands or feet become irrele-
presented for three selected patients in Fig. 4. To enable vant due to site-specific normalization. Therefore, this
the reader to interpret the meaning of a deviation from type of data presentation will allow at-a-glance identifi-
normality, we adjusted the signs of the Z-score values in cation of symptom patterns, e.g., to identify local vs.
such a way that they specify uniformly whether a change bilateral or generalized alterations of the somatosensory
represents gain or loss of sensitivity. For example, a system. Localized changes can easily be judged com-
drop in pain threshold and an increase in suprathreshold pared to an unaffected control area, while generalized
pain ratings both indicate a gain in pain sensitivity with changes can only be identified using absolute reference
positive Z-scores (e.g., in MPT and MPS in patient C). values.
This way, we have chosen to present QST data accord-
ing to the general concept of ‘‘loss or gain of sensory 4.3. Strengths and limitations of quantitative sensory
function’’, which has a longstanding tradition through- testing
out the neurological sciences. We suggest to use Z-trans-
formed QST data (i.e., data presentation as values from Quantitative sensory tests are psychophysical in
a standard normal distribution of a reference database) nature, with an objective physical stimulus but a subjec-
in order to judge the significance of sensory changes in a tive report from a patient or control subject as the
single patient with reference to healthy controls. response. In contrast to electrophysiological, imaging
The Z-transformation has to be done separately for and biopsy techniques, QST requires cooperation from
each QST parameter and for each area tested. Most of the subject. The size of the effects of malingering and
the QST parameters required a logarithmic data trans- other non-organic factors on QST findings is currently
formation to conform to a normal (Gaussian) distribu- unresolved (Shy et al., 2003), eliminating its use in
tion. For mechanical pain thresholds to blunt and medico-legal matters. On the other hand, QST can as-
pricking stimuli, and for pain ratings this transforma- sess both large and small fiber function as illustrated
tion had previously been identified as adequate (e.g., in patients A and B, whereas standard electrophysiol-
Magerl et al., 1998; Rolke et al., 2005). We have now ex- ogy is limited to large fibers (Cruccu et al., 2004).
86 R. Rolke et al. / European Journal of Pain 10 (2006) 77–88

Validation of a procedure such as QST requires com-


parison with a gold standard. This is not an easy task,
because QST is not suggested to be a diagnostic test
for one particular disease entity. Instead, we and others
hope that QST will help in the mechanism-based diag-
nosis of pain (cf. Baron and Saguer, 1995; Baumgärtner
et al., 2002; Fields et al., 1998; Hansson et al., 2001;
Jensen and Baron, 2003; Woolf et al., 1998). Such mech-
anisms could include sensory deafferentation, central
sensitization or peripheral sensitization. Although the
patients presented in Fig. 4 lend themselves for a tenta-
tive mechanism-based interpretation, at present this
interpretation is largely based on conjecture and anal-
ogy. Studies on a preclinical level in human surrogate
models of pain and hyperalgesia with known mecha-
Fig. 4. Z-score QST profiles of selected patients. Patient A (open
nisms of symptom induction are needed to be able to
circles) presents the QST profile of a 64-year-old man suffering from connect a distinct pattern of sensory changes with an
vibration induced vasospastic syndrome with an intermittent Ray- underlying mechanism and hence establish discrimina-
naud-syndrome and painless dysaesthesia of the right hand after tive validity. Such studies are already under way (e.g.,
working with a chain-saw for more than 20 years. The profile shows a Gustorff et al., 2004; Lang et al., 2004). An advantage
combined loss of sensory function for small fiber mediated stimuli
(note the thermal detection thresholds (CDT, WDT, TSL)), and for
of the QST protocol presented here is that it covers
large fiber mediated stimuli (note the mechanical detection threshold nearly all aspects of somatosensation and hence can be
for von Frey-filaments (MDT), and the vibration detection threshold used to identify the QST patterns for a wide variety of
(VDT) outside the 95% confidence interval of the normal standard mechanisms.
distribution of healthy subjects = grey zone). Patient B (filled squares) On a clinical level, external validity may be tested in
shows the QST profile of a 60-year-old woman with stocking
distributed burning pain over feet for more than 1 year. Main pain
defined clinical cases and against other (objective) meth-
was 50 on a 0–100 numerical rating scale. The QST profile confirms a ods of assessment as was also suggested for all QST in
small fiber sensory neuropathy (note the cold (CDT), warm detection the current AAN Guidelines (Shy et al., 2003). Valida-
thresholds (WDT), thermal sensory limen (TSL), and numbers of tion against gold-standards is only possible, where they
paradoxical heat sensations (PHS) outside the normal range as exist (e.g., clinical neurophysiology for large fiber neu-
presented by the grey zone). Patient C (filled triangles) shows the
QST profile of a 45-year-old woman with chronic low back pain
ropathy). In reality, for many clinical situations there
attributed to facet joint arthropathy. The QST profile presents positive is at best a ‘‘brass standard’’. In particular, small fiber
sensory signs reflected by a gain of function for the mechanical pain neuropathy cannot be identified at all by standard clin-
sensitivity to sharp (MPT and MPS), blunt stimuli (PPT), and for cold ical neurophysiology or light-microscope nerve biopsy,
pain (CPT). and skin punch biopsy or laser evoked potentials are
only an emerging possible standard (Cruccu et al.,
Laser-evoked potentials allow functional assessment of 2004). Along the same lines of clinical research, specific-
small fibers, but appear to be insensitive to gain of func- ity and sensitivity have to be estimated to establish the
tion (Treede et al., 2003). Thus, hyperalgesia and allo- relative importance of QST and other tests (as instruc-
dynia are domains for QST as illustrated in patient C. tive examples see Fitzek et al., 2001; Jääskeläinen
Other small fiber tests (sudomotor, heart rate variabil- et al., 2004).
ity) assess the autonomic but not sensory system.
The high side-to-side correlations of all QST param- 4.4. Conclusions and clinical implications
eters predict that short-term test–retest reliability within
the same day should be high. However, formal determi- The QST protocol of the DFNS, as described here,
nation of test–retest reliability over different time ranges packed an unprecedented wide range of tests, covering
(1 day, 1 month, 1 year) as well as inter-observer reliabil- nearly all aspects of somatosensation, into one short
ity are needed to assess the overall reliability of this QST form QST battery that is feasible both technically and
protocol. As mentioned in the recent American Acad- within the time constraints of clinical assessment. None
emy of Neurology guideline (Shy et al., 2003), the of the components in this QST battery is a new invention.
inter-observer reliability will depend on the quality of We intentionally included only tests that had some previ-
training personnel to administer this QST battery in a ous evidence for their validity and sensitivity. Distribu-
standardized fashion. Future studies should show repro- tion properties of these QST parameters and adequate
ducible results on both healthy subjects and patients. data transformation rules were established, which form
Such studies are under way in the German Research the basis of a simple way of data presentation as Z-score
Network on Neuropathic Pain (DFNS). QST profiles. This work has now to be extended to
R. Rolke et al. / European Journal of Pain 10 (2006) 77–88 87

establish a population-based reference database, which is Dworkin RH, Backonja M, Rowbotham MC, Allen RR, Argoff CR,
currently developed by a nation-wide multi-center study Bennett GJ, et al. Advances in neuropathic pain: diagnosis,
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