Professional Documents
Culture Documents
Jill Clemente, MS
Research Coordinator Ruth B. Dell, MHS, OTR, CHT
Department of Orthopaedics Chief of the Hand Therapy Division
Allegheny General Hospital Department of Orthopaedics
Pittsburgh, Pennsylvania University of Florida Orthopaedics and Sports Medicine
Gainesville, Florida
Mark S. Cohen, MD
Professor and Director, Hand and Elbow Section;
Director, Orthopaedic Education Lauren M. DeTullio, MS, OTR/L, CHT
Department of Orthopaedic Surgery Assistant Director
Rush University Medical Center The Philadelphia and South Jersey Hand Centers, P.C.
Chicago, Illinois Philadelphia, Pennsylvania
Leonard L. D’Addesi, MD
The Reading Hospital and Medical Center Annie Didierjean-Pillet, Psychoanalyst
Reading, Pennsylvania Strasbourg, France
xii CONTRIBUTORS
Jane M. Fedorczyk, PT, PhD, CHT, ATC Kara Gaffney Gallagher, MS, OTR/L, CHT
Associate Clinical Professor Occupational Therapist/Hand Therapist
Director, Post-Professional Clinical Programs King of Prussia Physical Therapy and Sports Injury Center
Department of Physical Therapy & Rehabilitation Sciences King of Prussia, Pennsylvania
College of Nursing and Health Professions
Drexel University Marc Garcia-Elias, MD, PhD
Philadelphia, Pennsylvania Consultant, Hand Surgery
Institut Kaplan
Lynne M. Feehan, BScPT, MSc(PT), PhD, CHT Barcelona, Spain
Postdoctoral Fellow
Michael Smith Foundation for Health Research Bryce W. Gaunt, PT, SCS, CSCS
Department of Physical Therapy Director of Physical Therapy
University of British Columbia HPRC at St. Francis Rehabilitation Center
Vancouver, British Columbia, Canada Columbus, Georgia
CONTRIBUTORS xiii
Michael A. Thompson, MD
Scripps Clinic Medical Group Rebecca L. von der Heyde, PhD, OTR/L, CHT
La Jolla, California Associate Professor of Occupational Therapy
Maryville University;
Wendy Tomhave, OTR/L Certified Hand Therapist
Shriners Hospital for Children Milliken Hand Rehabilitation Center
Twin Cities Shriner’s Hospital for Children
Minneapolis, Minnesota St. Louis, Missouri
Thomas H. Tung, MD
Associate Professor of Surgery Heather Walkowich, DPT
Division of Plastic and Reconstructive Surgery Physical Therapist
Washington University School of Medicine The New Jersey Center of Physical Therapy
St. Louis, Missouri Riverdale, New Jersey
xx CONTRIBUTORS
Mark T. Walsh, PT, DPT, MS, CHT, ATC Terri L. Wolfe, OTR/L, CHT
Assistant Clinical Professor Director
Department of Physical Therapy and Rehabilitation Sciences Hand and Upper Body Rehabilitation Center
College of Nursing and Health Professions Erie, Pennsylvania
Drexel University
Philadelphia, Pennsylvania; Raymond K. Wurapa, MD
President, Co-Founder/Owner The Cardinal Orthopaedic Institute
Hand and Orthopedic Physical Therapist Associates, PC Columbus, Ohio
Levittown, Pennsylvania;
Consultant Michael J. Wylykanowitz, Jr., DPT
Hand Therapy and Upper Extremity Rehabilitation Department of Physical Therapy & Rehabilitation Sciences
Department of Physical Therapy and Rehabilitation Drexel University
Lower Bucks Hospital Philadelphia, Pennsylvania
Bristol, Pennsylvania
Theresa Wyrick, MD
Jo M. Weis, PhD Assistant Professor
Associate Professor, Psychiatry and Behavioral Medicine Department of Orthopaedic Surgery
Medical College of Wisconsin Arkansas Children’s Hospital
Milwaukee, Wisconsin University of Arkansas for Medical Sciences
Little Rock, Arkansas
Lawrence Weiss, MD
Assistant Professor of Orthopaedic Surgery Kathleen E. Yancosek, PhD, OTR/L, CHT
Pennsylvania State University School of Medicine; MAJOR
Chief United States Army
Division of Hand Surgery
Lehigh Valley Hospital Jeffrey Yao, MD
Allentown, Pennsylvania Assistant Professor of Orthopaedic Surgery
Robert A. Chase Hand and Upper Limb Center
Kevin E. Wilk, PT, DPT Stanford University Medical Center
Associate Clinical Director Stanford, California
Champion Sports Medicine;
Director of Rehabilitative Research David S. Zelouf, MD
American Sports Medicine Clinical Instructor
Birmingham, Alabama Department of Orthopaedic Surgery
Jefferson Medical College
Gerald R. Williams, Jr., MD Thomas Jefferson University;
Professor, Orthopaedic Surgery; Assistant Chief of Trauma Surgery
Chief, Shoulder and Elbow Service Thomas Jefferson University Hospital;
The Rothman Institute The Philadelphia and South Jersey Hand Centers, P.C.
Thomas Jefferson University Philadelphia, Pennsylvania
Philadelphia, Pennsylvania
Scott Wolfe, MD
Chief, Hand and Upper Extremity Surgery
Attending Orthopedic Surgeon
Hospital for Special Surgery;
Professor of Orthopedic Surgery
Weill Medical College of Cornell University
New York, New York
FOREWORD
As was true in previous editions of Rehabilitation of the Hand Mediterranean and European Theaters of Operations were
and Upper Extremity, the editors’ purpose in this sixth edition returned to the United States via advanced transport for
is to bring updated contributions from recognized experts in definitive repair of tendons, nerves, and fractures.
the field. Dr. Bunnell realized that postoperative therapy was as
When I think of the sixth edition, for me it’s not just a critical to recovery and socioeconomic well-being as the
new volume with new authors and new information. I rec- surgery itself. Patients with hand injuries who reached the
ognize in each chapter a fulfillment and tribute to what came desired stage of healing were placed in a single ward close to
before. The depth and quality of experience lived by pioneer- physical and occupational therapy departments. His seminal
ing hand surgeons and therapists, readily available to us in idea of therapists participating as part of a fully coordinated
the literature, influences every facet of hand rehabilitation as team to deliver optimal care gained momentum with hand
we know it today. Those who had the vision to create our injuries that occurred during the Vietnam War.
unique medical specialty put us in a position to see old prob- Dr. Bunnell’s pioneering efforts attracted the interest of
lems with fresh eyes and invite us to use our creativity to younger hand surgeons who recognized the advantages of a
find new ways to help our patients. We honor our predeces- total care approach in civilian practice. One of these sur-
sors through our passion for continuous improvement. We geons, James M. Hunter, MD, as civilian consultant in ortho-
stand, truly, on the shoulders of giants. They would be proud, pedic surgery to the department of the Army at Valley Forge
as am I, of this new edition. General Hospital (1964–1973), envisioned the team approach
It was not always so. In the War between the States (1861– in his private hand practice. Along with his partner, Lawrence
1865), no special consideration was given to treatment of the H. Schneider, MD, the Philadelphia Hand Center was founded
injured hand and little was recorded. Despite the number of in 1972 in a former Horn and Hardart bakery.
wrist and hand fractures due to gunshot and other injuries, The remarkable progress in total care of the injured hand
only a few pages of the Medical and Surgical History of the and upper extremity over the past half century is reflected in
War of the Rebellion dealt with hand wounds and surgery. the founding of the American Society for Surgery of the Hand
In World War I, somewhat less than three hundred lines (ASSH) in 1946, the International Federation of Societies for
covered hand injuries in the Medical Department of the Surgery of the Hand (IFSSH) in 1968, the American Society
United States Army’s World War, Volume XI, Surgery, Part I. of Hand Therapists (ASHT) in 1978, and the International
Prior to World War II, surgery for hand injuries sustained Federation of Societies of Hand Therapy (IFSHT) in 1986.
by military personnel consisted essentially of drainage of Just as important, however, it is reflected in the rapid growth
infections, amputations, and wound closure, with only iso- and high quality of peer-reviewed scientific literature on hand
lated efforts at repair. Physical and occupational therapy were rehabilitation, most notably in the Journal of Hand Surgery
used inadequately or ignored. and the Journal of Hand Therapy.
World War II stimulated significant interest in reparative Although there were textbooks on the surgical manage-
hand surgery. Much of the early success in managing severe ment of hand injuries, in the 1960s there were few references
hand injuries was due to the wise leadership of the Surgeon for therapists who were eager to learn more about postopera-
General, Major General Norman T. Kirk. Rather than giving tive management. When I began working with Dr. Hunter in
hand wounds routine treatment, he considered them a sepa- the 1960s, the only reference available was a text on hand
rate category worthy of specialized treatment. Nine “hand rehabilitation by Wing Commander Wynn Parry, MD, who
centers” in selected military hospitals were established across was Consultant in Physical Medicine to the Royal Air Force
the country where officers trained in plastic, orthopedic, of England.
and neurological surgery were entrusted with the repair of Six soft-covered manuals by Maude Malick, OTR (1967–
wounded hands. 1972) describing hand splinting, management of the quad-
Under the guidance of Sterling Bunnell, MD, civilian con- riplegic upper extremity, and management of the burn patient
sultant to the Surgeon General, a two-phase plan for manag- took their place beside Wynn Parry’s text in the early litera-
ing hand injuries was implemented. Instructional courses ture on postoperative management.
and technical manuals outlined primary care for field sur- During this time, another book was published abroad—
geons. Soldiers receiving emergency wound closure in the The Hand: Principles and Techniques of Simple Splintmaking
xxi
xxii FOREWORD
in Rehabilitation by Nathalic Barr, MBE, FBAOT of Great leprosy patients in India, and established centers where
Britain. It was intended to serve as a splinting guide in the patients with reconstructed hands, under the care of physical
management of hand conditions. Nathalie was a major con- and occupational therapists, could learn a trade that would
tributor to hand rehabilitation in Europe, especially in the make them self-reliant. Dr. Earl Peacock, having visited Dr.
early years after World War II. Brand in India, was influenced by Dr. Brand’s advocating the
Four years after the founding of the Philadelphia Hand team approach in the care of the hand patient. He brought
Center, an educational symposium was launched, chaired by this model of practice back to Chapel Hill, North Carolina,
Drs. Hunter and Schneider and Evelyn Mackin, PT. The and formed the “Hand House,” which was the first civilian
meeting, “Rehabilitation of the Hand,” set a pattern and high hand center in the United States. Joining him in the effort
standard for future meetings. Together at the podium, sur- were Irene Hollis, OTR; John Madden, MD; and Gloria
geons and therapists discussed mutual problems before DeVore, OTR. I was inspired by these people. I still am.
a rapt audience of 450 of their peers. The success of the If anyone should be mentioned especially as having influ-
1976 meeting set the stage for increasingly sophisticated enced my career, it is Dr. Hunter, my mentor and friend. His
“Philadelphia Meetings” sponsored by the Philadelphia Hand forward vision, enthusiasm, and unwavering support of the
Rehabilitation Foundation and held every year since the origi- hand therapist in the early years was so important to the
nal meeting. Under the leadership of Terri Skirven, OTR/L, development of hand therapy and the recognition it now
CHT, and Lee Osterman, MD, the symposium has continued enjoys. He had the rare ability to lift those around him, hand
to evolve, with a concurrent symposium directed to surgeons surgery fellows and hand therapists alike, to the level of
introduced in 1999. Both meetings are considered must- excellence that he always expected of them.
attend events by new and returning participants alike. Almost a decade has passed since publication of the fifth
The papers presented at the first Philadelphia meeting edition of Rehabilitation of the Hand and Upper Extremity
were incorporated into the first edition of Rehabilitation of edited by Evelyn Mackin, Anne Callahan, Terri Skirven,
the Hand, edited by James Hunter, Lawrence Schneider, Lawrence Schneider, and Lee Osterman. It remains an indis-
Evelyn Mackin, and Judith Bell, OTR, FAOTA, CHT, which pensible reference. However, with the continuing advances
brought surgeons and therapists together again as authors. in hand surgery and hand therapy, it becomes more important
Chapters addressed functional anatomy, processes of wound than ever that new editions deliver the latest information to
healing, surgical and postoperative care of hand injuries, and our growing professional community worldwide.
the development of hand centers, among other topics. It is an honor and a very much appreciated privilege, for
With each succeeding edition (1984, 1990, 1995) edited several reasons, to have been invited to write the foreword
by James Hunter, Lawrence Schneider, Evelyn Mackin, and to the sixth edition edited by Terri Skirven, Lee Osterman,
Anne Callahan, MS, OTR/L, CHT, the text has been recog- Jane Fedorczyk, PT, PhD, CHT, ATC, and Peter Amadio, MD.
nized as the “bible” of an eager band of dedicated and enthu- Foremost is the respect I have for the editors. Then there is
siastic therapists (JBJS) and as a “living classic” (JAMA). the list of participating authors, who are recognized experts
It is impossible to reminisce without remembering the on their subjects. Perhaps most of all, I have no doubt that
hundreds of surgeons and therapists, leaders in their respec- the hard work and dedicated efforts of the editors will ensure
tive fields, who have made the editions and the meetings that this groundbreaking and ever-evolving book will remain
possible, and to have known personally some of the giants for many years the most authoritative work on rehabilitation
of in our field: Dr. William Littler, who in 1945 as Maj. J. of the hand and the upper extremity.
William Littler, MC, established a ward at the Cushing The Chinese say, “May you live in interesting times.”
General Hospital designated specifically for the care of hand I have.
injuries, in accordance with Dr. Bunnell’s plan. Dr. Paul
Brand pioneered the surgical treatment of the hands of Evelyn J. Mackin
PREFACE
Synergy, in general, may be defined as two or more agents Taking advantage of the advances in information technol-
working together to produce a result not obtainable by any ogy, this edition is complemented by a companion web site
of the agents independently. Synergy is the ability of a group allowing supplemental information and video clips of therapy
to outperform even its best individual member. The sixth and surgery procedures to be included.
edition of Rehabilitation of the Hand and Upper Extremity is Given the emphasis on evidence-based practice in the
the product of the synergy of editors, authors, publishers and current healthcare environment, special focus has been
many others involved in its publication. placed on providing peer-reviewed literature support for the
The impetus for the first edition of Rehabilitation of the information given in this text. However, published research
Hand grew out of a unique symposium that featured hand in hand and upper extremity rehabilitation is limited in many
surgery correlated with hand therapy, sponsored by the Hand areas. In some cases the best evidence is the clinical experi-
Rehabilitation Foundation in Philadelphia in 1976. The ence of the individual authors. Where it is stated that no
original editors of the book were also the chairpersons and evidence exists to support a particular approach or tech-
faculty for the symposium: James M. Hunter, MD; Lawrence nique, the intention is not to suggest that it be abandoned;
Schneider; Evelyn Mackin, PT; and Judith A. Bell Krotoski, rather the goal is to stimulate the reader to adopt a critical
OTR, FAOTA, CHT. Joining the effort with the second attitude and to pursue clinical research, whether as a single
through fifth editions was Anne D. Callahan, MS, OTR/L, case study or a multicenter randomized controlled trial.
CHT. These extraordinary individuals introduced a working We have dedicated this edition to Evelyn Mackin, who has
partnership of hand surgeons and hand therapists for the care been the driving force behind the book, as well as so many
of the hand patient that has endured and flourished over the other groundbreaking achievements. Her leadership, dedica-
years and is evidenced by the publication of the sixth edition tion, determination, and inspiration have been instrumental
of this book. in advancing the specialty of hand rehabilitation, as well as
The expansion of this text and its readership is in keeping inspiring countless others (including the current editors) to
with the growth of the specialty of hand rehabilitation. This follow her lead and further her initiatives. Available on the
current two-volume edition features a total of 143 chapters, book’s web site is a fascinating interview with Evelyn,
37 of which are new, and more than 75 new authors. The recounting the early days of hand therapy, the formation of
authors of the text include physical and occupational thera- the American Society of Hand Therapists, the development
pists, certified hand therapists, orthopedic and plastic sur- of the Journal of Hand Therapy, and many other aspects of
geons, physiatrists, neurologists, psychologists, psychiatrists, her extraordinary career.
clinicians, researchers, and educators—all having expertise The publication of the sixth edition of Rehabilitation of the
in the care of the hand and upper extremity patient. Hand and Upper Extremity is the result of the efforts of many
Since the first edition, the table of contents has expanded people over more than 3 years and acknowledgments are due.
with each edition to include separate sections on the shoul- First and foremost, we would like to thank all of the authors
der, elbow, and wrist, as well as the hand. Many returning who have contributed their clinical expertise and insights to
sections have been modified and expanded to reflect current this text.
practice. For example, the term orthosis is used to refer to Our special thanks is extended to Evelyn Mackin, who
the custom fabricated devices typically referred to as splints. has written the foreword for this edition and who has pro-
Far from just a technical skill, the design and fabrication of vided guidance, support, and encouragement to the current
hand and upper extremity orthoses require an in-depth editors.
knowledge of anatomy and pathology, as well as the healing We would like to acknowledge our editors at Elsevier for
and positioning requirements for the range of conditions and their ongoing support and persistence to see the text through
surgeries encountered. Hand, occupational, and physical to publication. In particular, Lucia Gunzel has been the
therapists are uniquely qualified to design, apply, monitor, perfect combination of coach, cheerleader, and disciplinar-
and modify orthotic devices as part of the rehabilitation treat- ian. With Dan Pepper’s diplomacy and wise counsel, rough
ment plan. patches were navigated and resolved. Ellen Sklar deserves
xxiii
xxiv PREFACE
recognition for her professional management of the final We are proud to present this sixth edition of Rehabilitation
stages of the editing process, a daunting task. of the Hand and Upper Extremity.
Thanks to Leslie Ristine, Administrator of the Philadelphia
Hand Rehabilitation Foundation, for providing administra- Terri M. Skirven
tive support, and to Andrew Cooney, Executive Director of A. Lee Osterman
the Philadelphia and South Jersey Hand Centers, who has
provided encouragement and support during the work on the Jane M. Fedorczyk
sixth edition, as well as for prior editions. Peter C. Amadio
Finally, we thank our families, friends, and colleagues
who have provided encouragement and patience during the
3 years that it has taken to complete the book.
ONLINE SUPPLEMENTAL ELEMENTS
Forms: Chapter
Number Title
Figure 10-1 Upper Quarter Exam Form (8 1 × 11) (Chapter 16 Documentation: essential elements of an
2
10) upper extremity assessment battery
Kinesiotape Manual (Chapter 119) Elaine Ewing Fess
29 Staged flexor tendon reconstruction
Part I: staged flexor tendon reconstruction
James M. Hunter
Archive Chapter from the Part II: staged flexor reconstruction:
Third Edition: postoperative therapy
Evelyn J. Mackin
Chapter 56: Desensitization of the traumatized hand, Lois M. 34 Splinting the hand with a peripheral nerve
Barber injury
Judy C. Colditz
46 Mechanics of tendon transfers
Paul W. Brand
Archive Chapters from the 47 Tendon transfers: an overview
Fifth Edition: 83
Lawrence H. Schneider
A functionally based neuromechanical
Chapter approach to shoulder rehabilitation
Number Title Sandy L. Burkart, William R. Post
1 Atlas on regional anatomy of the neck, 109 The use of biofeedback in hand
axilla, and upper extremity rehabilitation
J. E. Healey, J. Hodge Susan M. Blackmore, Diana A. Williams,
13 Sensibility testing with the Semmes- Steven L. Wolf
Weinstein monofilaments 116 Anatomic considerations for splinting the
Judith A. Bell-Krotoski thumb
14 Sensibility assessment for nerve lesions-in- Judy C. Colditz
continuity and nerve lacerations 120 Splinting the hand of a child
Anne D. Callahan Patricia M. Byron
xxxi
ONLINE VIDEO LIST
Dedication video: An interview with Evelyn Mackin (2010) Video 35-1: Zone II repair (S. Wolfe 2010)
Video 2-1: Wrist anatomy and surgical exposure (Berger Video 35-2: Pulley reconstruction (T. Trumble 2010)
2009) Video 35-3: Tendon exposure and retrieval (Strickland
Video 2-2: Diagnostic wrist arthroscopy—(Nagle 2009) 2004)
Video 3-1: Anatomy of the elbow and proximal radioulnar Video 35-4: Popular core sutures (Sandow 2004)
joints (Pratt 2010) Video 35-5: Zone 1 repair techniques (Sweet 2004)
Video 4-1 Essental anatomy of the glemohumeral joint (Pratt Video 37-1: Techniques of grafting staged reconstruction
2010) (Taras 2004)
Video 7-1: Clinical exam of the wrist—(Skirven / Culp 2009) Video 38-1: Repair boutonniere deformity (G. Germann
Video 10-1: Upper quarter screen—AROM screening for 2010)
neural tension (McClure 2010) Video 38-2: Techniques of ORIF for bony mallet finger (A.
Video 10-2: Upper quarter screen—cervical special tests Shin 2010)
(McClure 2010) Video 38-3: Extensor tendon anatomy and approaches
Video 10-3: Upper quarter screen—cervical spine AROM and (Zelouf 2004)
passive overpressure (McClure 2010) Video 38-4: Extensor tendon repair in fingers (Newport
Video 10-4: Upper quarter screen—deep tendon reflexes 2004)
(McClure 2010) Video 40-1: Tenolysis (Meals 2004)
Video 10-5: Upper quarter screen—joint scan (McClure Video 43-1: Primary nerve repair: median and ulnar nerves
2010) at the wrist (Hentz 2004)
Video 10-6: Upper quarter screen—median ULTT (McClure Video 44-1: Nerve graft harvest (Rekant 2004)
2010) Video 44-2: Nerve conduits (Taras 2004)
Video 10-7: Upper quarter screen—myotome scan (McClure Video 45-1: Grip formation: note wide aperture (width
2010) between thumb and fingers) during reach-to-grasp of
Video 10-8: Upper quarter screen—palpation neural com- blocks (Duff 2010)
pression (McClure 2010) Video 45-2: Demonstration of two of three components of
Video 10-9: Upper quarter screen—radial ULTT (McClure in-hand manipulation: translation (palm to fingers) and
2010) shift (movement along fingertips) (Duff 2010)
Video 10-10: Upper quarter screen—sensory scan (McClure Video 45-3: Use of a splint with ring and small finger
2010) loops attached to a palmar bar to minimize “intrinsic
Video 10-11: Upper quarter screen—ulnar ULTT (McClure minus” or claw posturing after ulnar nerve injury (Duff
2010) 2010)
Video 20-1: Compartment release of the hand and forearm— Video 45-4: CASE: subtest from the Jebsen test of hand func-
(McCabe 2010) tion, turning cards (Duff 2010)
Video 20-2: Flap coverage: cross finger, reverse cross finger, Video 48-1: Fat flap for failed CTR (Zelouf 2009)
thenar (Levin 2007) Video 48-2: Carpal tunnel release: endoscope (Beckenbaugh
Video 20-3: Radial forearm flap (Levin 2007) 2004)
Video 22-1: Dupuytren’s disease: percutaneous release (Eaton Video 48-3: Carpal tunnel release: mini (Zelouf 2004)
2007) Video 50-1: Ulnar nerve release techniques: in situ/medial
Video 30-1: Pinning of metacarpal fractures and PIP joint epicondylectomy (Meals 2004)
fractures (Belsky 2007) Video 50-2: Ulnar nerve release techniques: SQ/Sub (Mackin-
Video 30-2: Dynamic external fixation—(Badia 2007) non 2004)
Video 30-3: The mini compass hinge—(Sweet 2007) Video 51-1: Radial nerve decompression (Sweet 2008)
Video 30-4: Volar plate arthroplasty (Belsky 2007) Video 51-2: Ulnar nerve release at the wrist: sensory and
Video 30-5: Hemi-hamate arthroplasty (Stern 2007) motor (Baratz 2004)
Video 32-1: ORIF Bennett’s fracture (M. Hayton 2010) Video 51-3: Pronator and anterior interosseous nerve syn-
Video 32-2: Gamekeeper’s thumb (Leslie 2007) dromes (Stern 2004)
xxxiii
xxxiv ONLINE VIDEO LIST
Video 52-1: Therapist’s management of other nerve compres- Video 74-3: Spiral tenodesis (Garcia-Elias 2009)
sions about the elbow and wrist (Porretto-Loehrke/Soika Video 74-4: Acute SL injury: mitek? augment? (Cohen
2010) 2006)
Video 57-1: Surgical approaches to quadrilateral and sub- Video 74-5: Lunatotriquetral repair AO capsulodesis (A. Shin
scapular spaces (Brushart 2004) 2006)
Video 58-1: Radial nerve tendon transfer (Trumble 2004) Video 74-6: Scapholunate dissociation: clinical forms and
Video 59-1: 3 months post-op Jebsen—small items (Duff treatment (Garcia-Elias 2009)
2010) Video 74-7: Pathomechanics and treatment of the nondis-
Video 59-2: 3 months post-op Jebsen—cards (Duff 2010) sociative clunking wrist (Garcia-Elias 2009)
Video 59-3: 3 months post-op 9-hole peg test (Duff 2010) Video 76-1: Wrist fusion (Bednar 2009)
Video 59-4: 6 months post-op Jebsen—small items (Duff Video 76-2: Proximal row carpectomy (Lubahn 2006)
2010) Video 76-3: Four-quadrant fusion techniques—memodyne
Video 59-5: 6 months post-op Jebsen—cards (Duff 2010) staple (Osterman 2006)
Video 59-6: 6 months post-op 9-hole peg test (Duff 2010) Video 78-1: ORIF radial head fractures (Geissler 2008)
Video 60-1: BP tendon transfer (Kozin 2010) Video 78-2: Monteggia fracture dislocation (Hanel 2008)
Video 61-1: The Oberlin transfer for biceps reinnervation Video 78-3: Radial head replacement (Baratz 2008)
(Levin 2008) Video 78-4: ORIF intracondylar distal humerus (Geissler
Video 63-1: Simple lymphatic drainage (Villeco 2010) 2008)
Video 63-2: Finger wraps (Villeco 2010) Video 81-1: Elbow arthroscopy (Savoie 2008)
Video 65-1: Demonstration of MEM home program (Artz- Video 81-2: Open contracture release (Hausman 2008)
berger 2010) Video 83-1: Open lateral release (Hastings 2008)
Video 69-1: Dorsal BP (Medoff 2010) Video 83-2: Arthroscopic release (Savoie 2008)
Video 69-2: Dorsal exposure (Medoff 2010) Video 83-3: Anconeus flap for failed lateral release (Culp
Video 69-3: Radial column approach (Medoff 2010) 2008)
Video 69-4: Radial pin plate (Medoff 2010) Video 84-1: Dual incision (Steinmann 2008)
Video 69-5: Ulnar pin plate (Medoff 2010) Video 84-2: Endobutton repair (Wolf 2008)
Video 69-6: Volar buttress pin (Medoff 2010) Video 103-1: CMC splint (Biese 2010)
Video 69-7: Volar plate fixation (Medoff 2010) Video 103-2: Resting pan (Biese 2010)
Video 69-8: Volar plate pitfalls (Medoff 2010) Video 105-1: Eaton procedure (Belsky 2007)
Video 69-9: Volar rim exposures (Medoff 2010) Video 105-2: Wilson osteotomy (Tomaino 2007)
Video 69-10: Trimed fracture specific fixation (Medoff 2006) Video 105-3: CMC arthroplasty (Badia 2007)
Video 69-11: Synthes plate fixation (Jupiter 2006) Video 105-4: Artelon interposition (Osterman 2007)
Video 69-12: Volar fixed angle correction of radius malalign- Video 107-1: Total wrist replacement (Adams 2009)
ment (Orbay 2006) Video 107-2: PIP joint implant: volar silastic (Greenberg
Video 71-1: Ulnar extrinsic ligament repair (Osterman 2009) 2007)
Video 71-2: Ulnar shortening osteotomy (Rekant 2009) Video 110-1: Convertible total elbow prosthesis (King
Video 71-3: Suave Kapandji (Szabo 2009) 2008)
Video 71-4: Total distal radial ulnar joint replacement (Berger Video 116-1: Movement dystonia associated with CRPS
2009) (Walsh 2010)
Video 71-5: Anatomy of the DRUJ (Bowers 2006) Video 116-2: Mirror visual feedback (Walsh 2010)
Video 71-6: Arthroscopic repair of the peripheral TFCC Video 118-1: Base component motions of the ULNTT for the
(Ruch 2006) three major nerves in the upper extremity—median nerve
Video 71-7: Reconstruction of DRUJ instability (Adams 2006) (Walsh 2010)
Video 71-8: DRUJ replacement (Bowers 2006) Video 118-2: Base component motions of the ULNTT for the
Video 72-1: Articular disc shear (Lee 2010) three major nerves in the upper extremity—ulnar nerve
Video 72-2: CIND 2 (Lee 2010) (Walsh 2010)
Video 72-3: DRUJ grind and rotate 2 (Lee 2010) Video 118-3: Base component motions of the ULNTT for the
Video 72-4: DRUJ instability 2 (Lee 2010) three major nerves in the upper extremity—radial nerve
Video 72-5: ECU instability 2 (Lee 2010) (Walsh 2010)
Video 72-6: GRIT2 (Lee 2010) Video 118-4 Courses of the nerve in the upper limb (Pratt
Video 72-7: LT Ballotement test (Lee 2010) 2010)
Video 72-8: PT grind test 2 (Lee 2010) Video 120-1A: Midrange mobilization (MRM) technique of
Video 73-1: Percutaneous scaphoid fixation (Slade 2009) the glenohumeral joint described in Yang et al. (Fedorczyk
Video 73-2: Surgical exposure and reconstruction for scaph- 2010)
oid nonunion (Garcia-Elias 2009) Video 120-1B: End-range mobilization technique (ERM) of
Video 73-3: Vascularized bone grafting (Bishop 2006) the glenohumeral joint described in Yang et al.20 (Fedorc-
Video 73-4: Radial shortening wedge osteotomy (Glickel zyk 2010)
2006) Video 120-2A: Anterior glide of the glenohumeral as described
Video 74-1: Scaphoid shift test (Garcias-Elias 2010) in Johnson et al.21 (Fedorczyk 2010)
Video 74-2: Increased laxity of palmar midcarpal ligaments Video 120-2B: Posterior glide of the glenohumeral as
(Garcias-Elias 2010) described in Johnson et al.21 (Fedorczyk 2010)
ONLINE VIDEO LIST xxxv
Video 120-3A: Glenohumeral joint flexion as a high-grade Video 122-3: Rashid using walker with wrist orthosis (McKee
(IV) technique as described in Vermeulen et al.22 (Fedorc- 2010)
zyk 2010) Video 122-4: Rashid propelling wheelchair with wrist ortho-
Video 120-3B: Glenohumeral joint flexion as a low-grade (II) sis (McKee 2010)
technique as described in Vermeulen et al.22 (Fedorczyk Video 122-5: Rashid writing with pen with wrist orthosis
2010) (McKee 2010)
Video 120-4: Application of a posterolateral glide MWM Video 122-6: Peggy’s hand motion with orthosis, ulnar view
technique for pain limiting shoulder motion as described (McKee 2010)
by Teys et al.23 (Fedorczyk 2010) Video 122-7: Peggy’s hand motion without orthoses, radial
Video 120-5A: MWM technique for tennis elbow: sustained view showing limited active (McKee 2010)
lateral glide with pain free grip as described by Bisset Video 122-8: Peggy tying shoes with orthosis (McKee 2010)
et al.24 (Fedorczyk 2010) Video 126-1: CMC strap (Biese 2010)
Video 120-5B: MWM technique for tennis elbow: sustained Video 126-2: Soft CMC splint (Biese 2010)
lateral glide with movements of the elbow as described by Video 126-3: Distal ulna support (Biese 2010)
Bisset et al.24 (Fedorczyk 2010) Video 140-1: Bennett hand tool dexterity test (Schultz-
Video 121-1: 3 Part breath (Taylor 2010) Johnson 2010)
Video 121-2: Assisted breathing (Taylor 2010) Video 140-2: Crawford small parts dexterity test—screws
Video 121-3: Breath awareness (Taylor 2010) (Schultz-Johnson 2010)
Video 121-4: Corpse (Taylor 2010) Video 140-3: Crawford small parts dexterity test—pins and
Video 121-5: Dandasana (Taylor 2010) collars (Schultz-Johnson 2010)
Video 121-6: Directed breathing (Taylor 2010) Video 140-4: Minnesota rate of manipulation test (Schultz-
Video 121-7: Fish (Taylor 2010) Johnson 2010)
Video 121-8: Half forward bend (Taylor 2010) Video 140-5: Purdue pegboard–assembly test (Schultz-
Video 121-9: Mountain (Taylor 2010) Johnson 2010)
Video 121-10: Sitting awareness (Taylor 2010) Video 140-6: Lifting evaluation (Schultz-Johnson 2010)
Video 121-11: Standing awareness (Taylor 2010) Video 140-7: Minnesota rate of manipulation test (Schultz-
Video 121-12: Treatment cycle (Taylor 2010) Johnson 2010)
Video 122-1: Rashid’s hand motion at 3 months post injury Video 140-8: Rosenbusch test of finger dexterity (Schultz-
(McKee 2010) Johnson 2010)
Video 122-2: Rashid’s hand motion with wrist orthosis
(McKee 2010)
CHAPTER
Anatomy and Kinesiology 1
of the Hand
NEAL E. PRATT, PhD, PT
CRITICAL POINTS One metacarpal is associated with each digit, that of the
thumb being considerably shorter than the others. These
The hand can assume almost countless positions and bones form the bony base of the hand, and their integrity is
postures that allow it to perform numerous functions essential for both its natural form and function. Each bone
and manipulations. has a dorsally bowed shaft with an expanded base (proximally)
The muscles of the hand permit it to perform tasks that and head (distally) (Fig. 1-2). From closely positioned bases,
require both great strength and delicate precision. the bones diverge distally to their heads. This arrangement
The skin of the hand, particularly that of the palm, is determines the shape of the hand and separates the digits so
richly supplied with a large variety of sensory receptors they can function independently as well as manipulate large
that allow it to detect minute differences in texture and objects. The metacarpal of the thumb is anterior to the others
shape. and rotated approximately 90 degrees so it is ideally posi-
The joints and muscles of the hand contain large tioned to oppose (see Fig. 1-1).
numbers of proprioceptive receptors that enable it to The shaft of each metacarpal is triangular in cross section,
detect miniscule differences in position and thus with the apex of this triangle directed volarly and composed
perform precise manipulations extremely smoothly. of more dense bone than the dorsal aspect of the shaft.1 This
concentration of dense bone reflects the significant compres-
sile force on the flexor side of the bone. The overall shape of
each metacarpal (along with that of the phalanges) contrib-
utes to the longitudinal arch of the hand. The dorsal convexi-
ties of the metacarpals along with their triangular cross
sections provide significant room for the soft tissue of the
Osteology of the Hand palm, the bulk of which consists of the intrinsic interossei
muscles and the more volarly positioned long digital flexor
The bones of the hand form its framework and are important tendons and accompanying intrinsic lumbrical muscles. The
in maintaining its shape and providing a stable base on which mechanical advantage of these muscles is also enhanced by
to anchor its various soft tissue structures. The bones are the metacarpal shape; their lines of pull are located volar to
arranged to maximize the functional efficiency of the intrin- the flexion–extension axes of the metacarpophalangeal
sic muscles and the tendons of the extrinsic muscles of the (MCP) joints.
hand. The 19 major bones are of only two types: the meta- The bases of the four medial metacarpals are irregular in
carpals and the phalanges (Fig. 1-1). All of these bones are shape and less wide volarly than dorsally, thus contributing
classified as long bones and have central shafts and expanded to the proximal transverse arch (Fig. 1-3). Articular surface is
proximal and distal ends (epiphyses). Additional small bones, found on the sides as well as the proximal aspect of the base.
sesamoids, are usually found in the tendons of certain intrin- The base of the thumb metacarpal is significantly different. The
sic thumb muscles. somewhat flattened proximal surface is in the shape of a
3
4 PART 1 — ANATOMY AND KINESIOLOGY
Distal Middle
phalanx phalanx
Distal
phalanges Head
Middle
phalanges Proximal phalanx
Tuberosity
Proximal Distal
Base interphalangeal Base
phalanges
Head Metacarpals joint
Proximal Head
Base Carpals interphalangeal
joint Posterior
Head tubercle
Base Metacarpophalangeal
joint
3rd Metacarpal
Head
Base 4 3
5 2
Sesamoids
1 Base
Hamate and Third
hook Trapezoid carpometacarpal
Facets
joint
Pisiform for 3rd
Trapezium
metacarpal
Triquetrum Scaphoid Capitate
Lunate Capitate
Figure 1-2 Lateral view of the middle finger and the capitate. Note the
dorsal convexities of the metacarpal and proximal and middle
Bones of right wrist and hand (palmar view) phalanges.
Figure 1-1 Volar view of the bones of the hand and wrist. Note that
the thumb is rotated approximately 90 degrees relative to the rest of the
digits.
C
1st Metacarpal
v c av
tion is the basis for the position of the thumb. The trapezium C o
Flexor carpi o Co
n
Proximal
MII phalanx
IML
MI
FCR Collateral
UCL Volar plate ligaments
FR Head
AOL
Collateral Cord
ligaments Accessory Posterior
APL
tubercle
Metacarpal
Key
AOL, Anterior oblique ligament
UCL, Ulnar collateral ligament Dorsal view
IML, First intermetacarpal ligament Figure 1-8 Dorsal view of the metacarpophalangeal joint that is opened
APL, Abductor pollicis longus tendon dorsally to show the articular surfaces. Note the biconvex metacarpal head
FCR, Flexor carpi radialis and the biconcave proximal phalangeal base.
FR, Flexor retinaculum
MI, First metacarpal
MII, Second metacarpal
ment that interconnects the palmar tubercle (beak) of the
Figure 1-6 Palmar view of the ligaments of the carpometacarpal joint metacarpal base and the distal part of a ridge on the tubercle
of the left thumb. of the trapezium. This ligament is generally considered a
major stabilizing ligament of the joint and is taut in abduc-
tion, extension, and opposition.5 Bettinger and coworkers6
trapezium. Hanes3 suggested the coupling was due to the described a superficial anterior oblique ligament and a deep
tautness of certain of the ligaments of the joint; Zancolli and anterior oblique ligament, which they considered the beak
colleagues4 considered the coupling was due both to the ligament. The ulnar collateral ligament is on the volar and
articular surfaces and the ligaments. medial aspects of the joint and extends from the transverse
The ligaments (Figs. 1-6 and 1-7) of this joint are found carpal ligament to the palmar-medial aspect of the first meta-
on all sides of the joint. Their nomenclature can be confusing carpal base. The posterior oblique ligament is on the dorsal
because several systems are used to name them and there are aspect of the joint and interconnects the dorsal aspect of the
differences of opinion relative to how many ligaments there trapezium and the ulnar (medial) base of the metacarpal. An
are. The anterior oblique, or beak, ligament is a strong liga- intermetacarpal ligament (or pair of intermetacarpal [anterior
and posterior] ligaments) interconnects the bases of the first
and second metacarpals. The dorsoradial ligament extends
from the dorsolateral aspect of the trapezium to the dorsal
IML base of the first metacarpal. The joint capsule is complete and
POL
somewhat loose, which is necessary for axial rotation.
MII The metacarpophalangeal (MCP) joints (Fig. 1-8) of the
MIII MI
four medial digits are formed by the bases of the proximal
phalanges and the heads of the metacarpals. The articular
DRL surface of the metacarpal head is biconvex, cam-shaped so it
ECRL
extends farther volarly than dorsally, and it is wider volarly
APL than dorsally. The articular surface of the phalangeal base is
ECRB biconcave, shallow and smaller in area than the articular
surface of the metacarpal head. These shapes would appear
FCR
to permit the phalanx to move in virtually any plane on the
metacarpal head. However, due to soft tissue restraints, active
Key motion is limited to flexion and extension and adduction and
IML, First intermetacarpal ligament abduction. Adduction is movement of the digits toward the
POL, Posterior oblique ligament middle finger; abduction is movement away from the middle
DRL, Dorsoradial ligament finger. The middle finger can be deviated either radially (lat-
APL, Abductor pollicis longus tendon erally) or ulnarly (medially). Axial rotation is available only
ECRL, Extensor carpi radialis longus tendon passively.
ECRB, Exensor carpi radialis brevis tendon
The joint capsule of the MCP (Fig. 1-9) joint is highly spe-
MIII, Third metacarpal
cialized. Like any capsule it encloses the joint space and
Figure 1-7 Dorsal view of the ligaments of the carpometacarpal joint attaches to the edges of both articular surfaces. It is different
of the left thumb. in that its volar aspect is formed by a strong plate of
CHAPTER 1 — Anatomy and Kinesiology of the Hand 7
Volar plates
Metacarpo- Dorsal capsule
True
phalangeal joint’s
Accessory
collateral ligament
Fibrous digital sheath
Metacarpal
Volar plate
Volar plate
Figure 1-13 Transverse section through the palm of the hand. (Netter illustration from www.netterimages.com. © Elsevier Inc. All rights reserved.)
tissue (superficial fascia) that is loosely attached to the deep distally, and just proximal to the MCP joints it separates into
fascia. The palmar skin is thicker and less mobile. The sub- four digital slips, which contribute to the formation of the
cutaneous tissue of the thenar and hypothenar eminences is fibrous digital tendon sheaths. The digital slips are intercon-
thick and fatty and thus forms considerable pads. Centrally nected by transverse fasciculi proximally and the transversely
the palmar skin is firmly attached to the palmar aponeurosis oriented superficial transverse metacarpal ligament at the level
by multiple septa and is thus almost immobile. This arrange- of the MCP joints. The palmar aponeurosis is firmly attached
ment greatly enhances grasp. to the skin by multiple septa and to the metacarpals by
The entire upper limb is enclosed in a sleeve of connective several septa.
tissue called the investing fascia. In the arm and forearm this Additional fibrous layers separate various structures in the
layer is connected medially and laterally to the bones by palm and define four definitive compartments. The thenar
intermuscular septa with resulting anterior and posterior septum extends from the junction of the thenar fascia and
compartments. This same layer continues into the hand, the palmar aponeurosis to the first metacarpal and with the
where it becomes a complex system of fibrous layers and thenar fascia forms the thenar compartment. Similarly, on the
septa that form multiple compartments. Structures of similar ulnar side of the hand, the hypothenar septum extends from
function are isolated and confined to individual compart- the junction of the hypothenar fascia and the palmar aponeu-
ments. Since a retinaculum is a structure (usually composed rosis to the fifth metacarpal and with the hypothenar fascia
of connective tissue) that retains other anatomic structures, forms the hypothenar compartment. A deep layer crosses the
this is called the retinacular system. palm, attaching to the first, third, fourth, and fifth metacar-
At the wrist the investing fascia is reinforced by circum- pals. This adductor–interosseous fascia, together with a dorsal
ferential bands of fibers both dorsally (extensor retinaculum) interosseous fascia that interconnects all of the metacarpals
and volarly (flexor retinaculum). Both of these retinacula dorsally, forms the adductor–interosseous compartment,
stabilize tendons that enter the hand from the forearm. The which more or less is between the metacarpals. The central
flexor retinaculum has a more proximal superficial part, the area of the palm, the central compartment, is deep to the
superficial part of the flexor retinaculum or the volar carpal palmar aponeurosis, bounded medially and laterally by the
ligament, and a deeper distal part called the deep part of the hypothenar and thenar septa, respectively, and limited deeply
flexor retinaculum or the transverse carpal ligament. The by the adductor–interosseous fascia. Like the compartments
deep part forms the volar boundary of the carpal tunnel and in the arm and forearm, these compartments contain muscles
is significantly thicker and stronger. that have similar function and are innervated by one or two
In the hand the investing fascia attaches to both the nerves. The contents of the compartments are listed in Table
first and fifth metacarpals (Fig. 1-13). Dorsally it is thin, 1-1 (online).
attaches to the other metacarpals, and is called the dorsal In addition to these literal compartments that contain
interosseous fascia. In the palm it is thin over the thenar muscles and other structures, some potential spaces are
(thenar fascia) and hypothenar (hypothenar fascia) emi- fascial planes, bursae, or synovial tendon sheaths. These
nences. Centrally it is greatly thickened to form the palmar structures normally enhance movement between adjacent
aponeurosis. structures. However, these potential spaces can become
This palmar aponeurosis (palmar fascia) is a strong fibrous actual spaces when they accumulate blood or inflammatory
structure composed of fibers that are oriented from proximal material, which would, in each case, produce a characteristic
to distal. It is narrow proximally where it is continuous with swelling.
the tendon of the palmaris longus muscle and blends with The thenar and midpalmar clefts (Figs. 1-13 and 1-14), or
the transverse carpal ligament. It widens as it is followed spaces, are in a fascial plane between the long digital flexor
10 PART 1 — ANATOMY AND KINESIOLOGY
Digital synovial The radial bursa is associated with the flexor pollicis longus
tendon sheath muscle and extends from just proximal to the carpal tunnel
Digital fibrous
to the distal phalanx of the thumb. The ulnar bursa is associ-
tendon sheaths:
Crossed portion
ated with all eight tendons of the flexor digitorum superficia-
lis and profundus muscles in the palm but continues distally
Annular portion Flexor digitorum
into the digit with only those to the little finger. This bursa
profundus
extends from proximal to the carpal tunnel into the palm and
distally to the distal phalanx of the little finger. Digits two,
Flexor digitorum three, and four have individual synovial digital tendon sheaths
superficialis that extend from just proximal to the MCP joints to the distal
phalanges. Each of these can also become enlarged.
Midpalmar space
On the dorsum of the hand there are two potential planes
(see Fig. 1-13) where fluid can collect: one in the subcutane-
ous tissue and the other associated with the long extensor
tendons. The subcutaneous tissue is dorsal to the metacarpals
Deep part and contains the long digital extensor tendons, cutaneous
of flexor Thenar space
nerves, dorsal venous network, and most of the afferent lym-
retinaculum
Radial bursa phatics from the hand. Since these lymphatics drain most of
Ulnar bursa
the hand, inflammation in virtually any part of the hand can
lead to a general swelling on the dorsum of the hand. The
long extensor tendons, aside from those to the thumb, are
Figure 1-14 Volar view of the hand and wrist depicting the radial and enclosed by supratendinous and infratendinous layers of fascia.
ulnar bursae, digital tendon sheaths, and the thenar and midpalmar
spaces. These two layers unite on both sides of the group of tendons,
thus forming a type of compartment around the tendons.
Since the tendons do not occupy the entire side-to-side
dimension of the dorsum of the hand, the subcutaneous
tendons and the adductor–interosseous fascia. This plane is plane is wider than the tendon plane.
separated into ulnar midpalmar and radial thenar space by
the midpalmar septum that extends between the palmar apo-
neurosis and the third metacarpal. The thenar space is located Intrinsic Muscles of the Hand
on the volar aspect of the adductor pollicis muscle; the mid-
palmar space on the volar aspects of the medial interossei The intrinsic muscles (Figs. 1-15 and 1-16) are those small
muscles. muscles that both arise and insert within the hand and gener-
The radial and ulnar bursae (see Fig. 1-14) are parts of the ally are involved in the finer movements of the digits. With
synovial tendon sheaths of the long digital flexor muscles. the exception of the palmaris brevis, these muscles are found
Flexor digitorum
profundus tendons
Flexor digitorum
superficialis tendons
Camper’s
chiasm
Flexor pollicis
Flexor digitorum longus tendon
profundus tendons
Adductor pollicis
Lumbricals
Flexor pollicis
brevis
Abductor digiti minimi
Abductor pollicis
Flexor digiti minimi brevis
I see increasing reason to believe that the view formed some time
back as to the origin of the Makonde bush is the correct one. I have
no doubt that it is not a natural product, but the result of human
occupation. Those parts of the high country where man—as a very
slight amount of practice enables the eye to perceive at once—has not
yet penetrated with axe and hoe, are still occupied by a splendid
timber forest quite able to sustain a comparison with our mixed
forests in Germany. But wherever man has once built his hut or tilled
his field, this horrible bush springs up. Every phase of this process
may be seen in the course of a couple of hours’ walk along the main
road. From the bush to right or left, one hears the sound of the axe—
not from one spot only, but from several directions at once. A few
steps further on, we can see what is taking place. The brush has been
cut down and piled up in heaps to the height of a yard or more,
between which the trunks of the large trees stand up like the last
pillars of a magnificent ruined building. These, too, present a
melancholy spectacle: the destructive Makonde have ringed them—
cut a broad strip of bark all round to ensure their dying off—and also
piled up pyramids of brush round them. Father and son, mother and
son-in-law, are chopping away perseveringly in the background—too
busy, almost, to look round at the white stranger, who usually excites
so much interest. If you pass by the same place a week later, the piles
of brushwood have disappeared and a thick layer of ashes has taken
the place of the green forest. The large trees stretch their
smouldering trunks and branches in dumb accusation to heaven—if
they have not already fallen and been more or less reduced to ashes,
perhaps only showing as a white stripe on the dark ground.
This work of destruction is carried out by the Makonde alike on the
virgin forest and on the bush which has sprung up on sites already
cultivated and deserted. In the second case they are saved the trouble
of burning the large trees, these being entirely absent in the
secondary bush.
After burning this piece of forest ground and loosening it with the
hoe, the native sows his corn and plants his vegetables. All over the
country, he goes in for bed-culture, which requires, and, in fact,
receives, the most careful attention. Weeds are nowhere tolerated in
the south of German East Africa. The crops may fail on the plains,
where droughts are frequent, but never on the plateau with its
abundant rains and heavy dews. Its fortunate inhabitants even have
the satisfaction of seeing the proud Wayao and Wamakua working
for them as labourers, driven by hunger to serve where they were
accustomed to rule.
But the light, sandy soil is soon exhausted, and would yield no
harvest the second year if cultivated twice running. This fact has
been familiar to the native for ages; consequently he provides in
time, and, while his crop is growing, prepares the next plot with axe
and firebrand. Next year he plants this with his various crops and
lets the first piece lie fallow. For a short time it remains waste and
desolate; then nature steps in to repair the destruction wrought by
man; a thousand new growths spring out of the exhausted soil, and
even the old stumps put forth fresh shoots. Next year the new growth
is up to one’s knees, and in a few years more it is that terrible,
impenetrable bush, which maintains its position till the black
occupier of the land has made the round of all the available sites and
come back to his starting point.
The Makonde are, body and soul, so to speak, one with this bush.
According to my Yao informants, indeed, their name means nothing
else but “bush people.” Their own tradition says that they have been
settled up here for a very long time, but to my surprise they laid great
stress on an original immigration. Their old homes were in the
south-east, near Mikindani and the mouth of the Rovuma, whence
their peaceful forefathers were driven by the continual raids of the
Sakalavas from Madagascar and the warlike Shirazis[47] of the coast,
to take refuge on the almost inaccessible plateau. I have studied
African ethnology for twenty years, but the fact that changes of
population in this apparently quiet and peaceable corner of the earth
could have been occasioned by outside enterprises taking place on
the high seas, was completely new to me. It is, no doubt, however,
correct.
The charming tribal legend of the Makonde—besides informing us
of other interesting matters—explains why they have to live in the
thickest of the bush and a long way from the edge of the plateau,
instead of making their permanent homes beside the purling brooks
and springs of the low country.
“The place where the tribe originated is Mahuta, on the southern
side of the plateau towards the Rovuma, where of old time there was
nothing but thick bush. Out of this bush came a man who never
washed himself or shaved his head, and who ate and drank but little.
He went out and made a human figure from the wood of a tree
growing in the open country, which he took home to his abode in the
bush and there set it upright. In the night this image came to life and
was a woman. The man and woman went down together to the
Rovuma to wash themselves. Here the woman gave birth to a still-
born child. They left that place and passed over the high land into the
valley of the Mbemkuru, where the woman had another child, which
was also born dead. Then they returned to the high bush country of
Mahuta, where the third child was born, which lived and grew up. In
course of time, the couple had many more children, and called
themselves Wamatanda. These were the ancestral stock of the
Makonde, also called Wamakonde,[48] i.e., aborigines. Their
forefather, the man from the bush, gave his children the command to
bury their dead upright, in memory of the mother of their race who
was cut out of wood and awoke to life when standing upright. He also
warned them against settling in the valleys and near large streams,
for sickness and death dwelt there. They were to make it a rule to
have their huts at least an hour’s walk from the nearest watering-
place; then their children would thrive and escape illness.”
The explanation of the name Makonde given by my informants is
somewhat different from that contained in the above legend, which I
extract from a little book (small, but packed with information), by
Pater Adams, entitled Lindi und sein Hinterland. Otherwise, my
results agree exactly with the statements of the legend. Washing?
Hapana—there is no such thing. Why should they do so? As it is, the
supply of water scarcely suffices for cooking and drinking; other
people do not wash, so why should the Makonde distinguish himself
by such needless eccentricity? As for shaving the head, the short,
woolly crop scarcely needs it,[49] so the second ancestral precept is
likewise easy enough to follow. Beyond this, however, there is
nothing ridiculous in the ancestor’s advice. I have obtained from
various local artists a fairly large number of figures carved in wood,
ranging from fifteen to twenty-three inches in height, and
representing women belonging to the great group of the Mavia,
Makonde, and Matambwe tribes. The carving is remarkably well
done and renders the female type with great accuracy, especially the
keloid ornamentation, to be described later on. As to the object and
meaning of their works the sculptors either could or (more probably)
would tell me nothing, and I was forced to content myself with the
scanty information vouchsafed by one man, who said that the figures
were merely intended to represent the nembo—the artificial
deformations of pelele, ear-discs, and keloids. The legend recorded
by Pater Adams places these figures in a new light. They must surely
be more than mere dolls; and we may even venture to assume that
they are—though the majority of present-day Makonde are probably
unaware of the fact—representations of the tribal ancestress.
The references in the legend to the descent from Mahuta to the
Rovuma, and to a journey across the highlands into the Mbekuru
valley, undoubtedly indicate the previous history of the tribe, the
travels of the ancestral pair typifying the migrations of their
descendants. The descent to the neighbouring Rovuma valley, with
its extraordinary fertility and great abundance of game, is intelligible
at a glance—but the crossing of the Lukuledi depression, the ascent
to the Rondo Plateau and the descent to the Mbemkuru, also lie
within the bounds of probability, for all these districts have exactly
the same character as the extreme south. Now, however, comes a
point of especial interest for our bacteriological age. The primitive
Makonde did not enjoy their lives in the marshy river-valleys.
Disease raged among them, and many died. It was only after they
had returned to their original home near Mahuta, that the health
conditions of these people improved. We are very apt to think of the
African as a stupid person whose ignorance of nature is only equalled
by his fear of it, and who looks on all mishaps as caused by evil
spirits and malignant natural powers. It is much more correct to
assume in this case that the people very early learnt to distinguish
districts infested with malaria from those where it is absent.
This knowledge is crystallized in the
ancestral warning against settling in the
valleys and near the great waters, the
dwelling-places of disease and death. At the
same time, for security against the hostile
Mavia south of the Rovuma, it was enacted
that every settlement must be not less than a
certain distance from the southern edge of the
plateau. Such in fact is their mode of life at the
present day. It is not such a bad one, and
certainly they are both safer and more
comfortable than the Makua, the recent
intruders from the south, who have made USUAL METHOD OF
good their footing on the western edge of the CLOSING HUT-DOOR
plateau, extending over a fairly wide belt of
country. Neither Makua nor Makonde show in their dwellings
anything of the size and comeliness of the Yao houses in the plain,
especially at Masasi, Chingulungulu and Zuza’s. Jumbe Chauro, a
Makonde hamlet not far from Newala, on the road to Mahuta, is the
most important settlement of the tribe I have yet seen, and has fairly
spacious huts. But how slovenly is their construction compared with
the palatial residences of the elephant-hunters living in the plain.
The roofs are still more untidy than in the general run of huts during
the dry season, the walls show here and there the scanty beginnings
or the lamentable remains of the mud plastering, and the interior is a
veritable dog-kennel; dirt, dust and disorder everywhere. A few huts
only show any attempt at division into rooms, and this consists
merely of very roughly-made bamboo partitions. In one point alone
have I noticed any indication of progress—in the method of fastening
the door. Houses all over the south are secured in a simple but
ingenious manner. The door consists of a set of stout pieces of wood
or bamboo, tied with bark-string to two cross-pieces, and moving in
two grooves round one of the door-posts, so as to open inwards. If
the owner wishes to leave home, he takes two logs as thick as a man’s
upper arm and about a yard long. One of these is placed obliquely
against the middle of the door from the inside, so as to form an angle
of from 60° to 75° with the ground. He then places the second piece
horizontally across the first, pressing it downward with all his might.
It is kept in place by two strong posts planted in the ground a few
inches inside the door. This fastening is absolutely safe, but of course
cannot be applied to both doors at once, otherwise how could the
owner leave or enter his house? I have not yet succeeded in finding
out how the back door is fastened.