Unit Three: Shoulder Complex

Unit Three: Shoulder Complex

Definitions

  • Shoulder complex: Refers to the entire shoulder region, encompassing multiple bones, joints, and muscles.

  • Shoulder girdle: Bony structure formed by the clavicle and scapula that connects the upper limb to the trunk.

  • Scapula & clavicle: The main bones of the shoulder girdle.

  • Shoulder joint: The glenohumeral joint, where the humerus and scapula connect.

  • Humeral head in glenoid fossa: The ball-and-socket arrangement of the shoulder joint, with the head of the humerus fitting into the glenoid cavity of the scapula.

Bones of the Shoulder Girdle

  • Clavicle:

    • Shape: "S" shaped bone connecting the axial skeleton to the appendicular skeleton at the upper extremities (UE).

    • Superior Surface: Smooth surface that serves as a muscular attachment site.

    • Inferior Surface: Contains multiple sites for ligament attachments.

    • Sternal End: Attaches to the manubrium of the sternum.

    • Acromial End: Attaches to the acromion of the scapula and serves as an attachment site for the upper trapezius (lateral 1/3).

Sternum

  • Parts of the sternum:

    • Manubrium

    • Body

    • Xiphoid process

Ribcage Structure

  • Connection of ribs: Ribs connect anteriorly and posteriorly (more details in Unit 4).

  • Costal Angles: The angles at which the ribs change direction from posterior to anterior.

  • Costal Tubercles: Points where ribs connect posteriorly to the thoracic vertebrae.

Scapula Anatomy

  • Scapula Characteristics:

    • Triangular shaped bone located on the posterior thorax.

    • Resting Position: Lies between ribs 2-7, with its medial border approximately 2-3 inches from the spinous processes.

  • Posterior Surface of Scapula:

    • Slightly convex with a scapular spine extending from the medial border to the acromion.

    • Attachment sites:

    • Middle trapezius

    • Lower trapezius

    • Superior Angle: Most superior portion of medial border, attachment for the levator scapulae muscle.

    • Inferior Angle: Point where medial and lateral borders meet, important for scapular rotation and palpation.

    • Supraspinous fossa: Area above the spine, serves as the attachment site for supraspinatus muscle.

    • Infraspinous fossa: Area below the spine, serves as the attachment site for the infraspinatus muscle.

  • Anterior Surface of Scapula (Costal Surface):

    • Slightly concave to fit on ribcage.

    • Subscapular fossa: Attachment site for subscapularis muscle.

    • Coracoid Process: Palpable from the front of the body, inferior to the clavicle; attachments for:

    • Pectoralis minor

    • Short head of biceps

    • Coracobrachialis

    • Acromion Process: Broad, flat area of the spine, attachment site for upper trapezius.

  • Medial Side of Scapula (Vertebral Side):

    • Base of scapular spine (root) and vertebral border; attachment sites:

    • Serratus anterior

    • Rhomboids

  • Lateral Side of Scapula (Axillary Side):

    • Lateral Border: Between glenoid fossa and inferior angle; attachment site for teres minor.

    • Glenoid Fossa: Socket of the shoulder joint; features:

    • Infraglenoid tubercle: Attachment site for triceps.

    • Supraglenoid tubercle: At superior border of glenoid, attachment site for long head of biceps.

Articulations of Shoulder Girdle

  • Sternoclavicular Joint:

    • Type: Synovial gliding joint, only direct attachment of shoulder girdle to trunk.

    • Movements: Elevation/depression, protraction/retraction, rotation. These occur in conjunction with shoulder blade motions.

  • Acromioclavicular Joint:

    • Type: Synovial gliding joint linking lateral clavicle to lateral scapula.

    • Movements: Elevation/depression, protraction/retraction, rotation (same conjunction with shoulder motions).

  • Glenohumeral Joint:

    • Type: Synovial ball-and-socket joint.

    • Movements: Flexion/extension/hyperextension, abduction/adduction, internal/external rotation, horizontal abduction/adduction.

  • Scapulothoracic Joint:

    • Not a true joint. Scapula rests on ribs, crucial for glenohumeral motion. Many shoulder issues arise from scapulothoracic dysfunction. Importantly discussed movements occur later.

Ligaments of Shoulder Girdle

  • Sternoclavicular Ligaments:

    • Anterior/posterior sternoclavicular ligament limits anterior/posterior sliding.

    • Costoclavicular ligament connects the first rib to the clavicle, limits clavicular elevation.

    • Interclavicular ligament is found between the two clavicles, limits clavicular depression.

    • Note: While informative, not tested on these details.

  • Acromioclavicular Joint:

    • Weak joint capsule.

    • Inferior/superior acromioclavicular ligament: Holds clavicle and acromion together, prevents dislocation. This is essential knowledge for assessments.

  • Coracoclavicular Ligament:

    • Connects the clavicle to the scapula, stabilizes and supports the AC joint.

    • It consists of:

    • Trapezoid Ligament: Lateral portion.

    • Conoid Ligament: Medial/deeper portion. Also essential for assessments.

  • Coracoacromial Ligament:

    • Connects lateral coracoid process to inferior acromion, forming a "roof" over the humeral head to prevent upward translation of forces Important for assessments.

  • Coracohumeral Ligament:

    • Connects the scapula to the humerus, from coracoid process to bicipital groove, and enhances upper joint capsule strength. Critical knowledge for assessments.

Motions of the Shoulder Girdle

  • Scapular Motions:

    • Elevation: All parts of the scapula move upwards on thorax.

    • Depression: All parts of the scapula move downwards on thorax.

    • Protraction: All parts move anteriorly away from vertebrae.

    • Retraction: All parts move posteriorly towards vertebrae.

    • Upward Rotation: Angular motion where the inferior angle and glenoid rotate up/down posteriorly and away from vertebral column, primarily involves:

    • Upper trapezius

    • Lower trapezius

    • Serratus anterior (force couple).

    • Downward Rotation: Returns the scapula to anatomical position; force couple involves:

    • Levator scapulae

    • Rhomboids

    • Pectoralis minor, accounting for gravity.

    • Tilt: Occurs during hyperextension of GH joint; results in posterior movement of inferior angle off ribcage with anterior tilt of superior border.

    • Winging: A pathological condition where the medial border lifts off ribcage, often caused by weakened serratus anterior.

Muscles of the Shoulder Girdle

  • Scapular Movers (Posterior):

    • Trapezius: Has upper, middle, and lower sections.

    • Rhomboids: Assist with retraction and stabilization of the scapula.

    • Levator Scapulae: Elevates the scapula.

    • Deltoid: Provides abduction and other motions.

  • Scapular Movers (Anterior):

    • Pectoralis Minor: Assists in protraction and depression of the scapula.

  • Scapular Movers (Lateral):

    • Serratus Anterior: Protracts and stabilizes the scapula against the ribcage.

  • Force Couples for Scapular Motion:

    • Upward Rotation Force Couple:

    • Upper trapezius

    • Lower trapezius

    • Serratus anterior

    • Downward Rotation Force Couple:

    • Levator scapulae

    • Rhomboids

    • Pectoralis minor

    • Concept Checks:

    • If upward rotation is impaired, explore possible causes.

    • Discuss intervention strategies as Physical/Occupational Therapy Assistants (PTAs/OTAs).

Ligaments and Supporting Structures of Shoulder Joint

  • Glenohumeral (GH) Joint Capsule:

    • Thin-walled, spacious ligament "sac" from the rim of the glenoid fossa to the anatomical neck of the humerus.

    • Outer fibrous layer and inner synovial lining for lubrication.

    • For full range of motion (ROM): Must maintain sufficient slack in ligaments; varies with arm positions.

  • Glenoid Labrum:

    • Fibrous cartilage ring around the glenoid, enhances stability, deepens the socket, providing further support to the shoulder as an inherently unstable joint.

  • Bursae:

    • Significant in the shoulder joint, providing protection to tendons against bone.

    • Commonly inflamed leading to "bursitis."

Motions of Shoulder Joint

  • Shoulder Movements:

    • Flexion

    • Extension

    • Abduction

    • Adduction

    • Internal Rotation (Medial)

    • External Rotation (Lateral)

    • Horizontal Abduction

    • Horizontal Adduction

    • Scaption (functional motion).

  • Concept Check: Understand the planes and axes of each shoulder movement.

Scapulohumeral Rhythm

  • Definition: The coordinated movements of the scapulothoracic and glenohumeral joints critical for full shoulder function, which occurs during flexion or abduction.

  • Phases of Scapulohumeral Rhythm:

    • Phase 1: 0-30 degrees - Purely GH joint movement with the involvement of the supraspinatus and deltoid.

    • Phase 2: 30-90 degrees - Combination of GH and scapular motion, approximately 40 degrees from humerus and 20 degrees from scapular upward rotation involving scapular upward rotators and deltoid.

    • Phase 3: 90-180 degrees - A combination of 60 degrees abduction and 30 degrees upward rotation by scapular rotators and deltoid.

    • Ratio: For every 2 degrees of GH motion, there must be 1 degree of scapular upward rotation, establishing a 2:1 ratio.

Glenohumeral Movements

  • Concave-Convex Rule:

    • Describes how the shape of the joint influences movement:

    • Convex surface moving on fixed concave surface moves in the opposite direction to body segment; e.g., as humerus elevates (roll), the humeral head depresses (glide) on the fixed glenoid.

    • Highlights why ligament capsule laxity is critical for function.

    • Concept Checks: During abduction and adduction, determine the directions of roll and glide.

    • During abduction, the humeral head rolls superiorly while gliding inferiorly on the glenoid, whereas during adduction, the humeral head rolls inferiorly and glides superiorly.

Muscles of the Shoulder Joint

  • Rotator Cuff Muscles:

    • Tendon structures blending together superficially to the capsule, providing crucial stabilizing support to the joint; collectively referred to as "SITS":

    • Supraspinatus

    • Infraspinatus

    • Teres Minor

    • Subscapularis

  • Shoulder Muscles (Scapula to Humerus):

    • Rotator Cuff Muscles:

    • Supraspinatus

    • Infraspinatus

    • Teres minor

    • Subscapularis

    • Deltoid Muscle Groups:

    • Anterior, middle, and posterior compartments.

    • Teres Major: Assists shoulder extension.

    • Coracobrachialis: Aids shoulder movements.

  • Muscle Grouping by Actions:

    • Evaluate shoulder muscles categorized by their functions:

    • Flexors: Scapular elevation.

    • Extensors: Scapular depression.

    • Abductors: Scapular protraction.

    • Adductors: Scapular retraction.

    • Horizontal Abductors/Adductors: Affect shoulder positioning.

    • Medial Rotators: Rotate shoulders inward.

    • Lateral Rotators: Rotate shoulders outward.

Innervation of Upper Extremity

  • Brachial Plexus Overview:

    • Comprised of spinal nerves from C5, C6, C7, C8, and T1 that combine and branch into major nerves innervating the upper extremities.

  • Brachial Plexus Structure:

    • Shows division into:

    • 3 trunks

    • 3 anterior divisions

    • 3 posterior divisions

    • Cords and terminal branches linking to various upper extremity muscles.

Innervation Details:

  • Innervation of Muscles of the Shoulder (Lateral):

    • Axillary Nerve (C5, C6): Innervates:

    • Teres Minor

    • Deltoid

  • Rotator Cuff (RCF) Muscles:

    • Suprascapular Nerve (C5, C6): Innervates:

    • Supraspinatus

    • Infraspinatus

  • Subscapular Nerves:

    • Upper & lower subscapular nerve (C5-C7): Innervates subscapularis.

    • Lower subscapular nerve (C5, C6): Innervates teres major.

  • Posterior Muscles:

    • Dorsal Scapular Nerve (C5): Supplies:

    • Levator Scapulae

    • Rhomboids

  • Long Thoracic Nerve (C5-C7): Supplies serratus anterior and is crucial to avoid scapular winging, a dysfunction from long thoracic nerve damage.

Key Concepts

  • Understanding the complex interactions between the bones, ligaments, motions, and muscles of the shoulder girdle is vital.

  • Comprehension of scapulohumeral rhythm is crucial for optimizing shoulder function.

  • Recognizing the anatomical landmarks and innervation pathways will enrich assessment skills in clinical settings.