Carey 1949
Carey 1949
INTRODUCTION
but if it could not be maintained without support, it was judged that a dis-
balance existed and there was good reason for not repeating these same pro-
cedures. From these cases we were able to draw certain conclusions as to the
prognosis in b,bne deficiencies treated in this manner and grade them accordingly.
Measurements taken from casts were compiled to set down a working basis
for determining when and when not to reduce tooth structure as a treatment
procedure. This work is patterned after the methods of Nance, but deviates
to allow a simple working formula which is used to make an accurate determina-
tion of the amount of tooth structure which can be accommodated by the quan-
tity of bone nature has provided and still remain stable without weakening the
supporting structure.
The necessity for reducing tooth structure in patients exhibiting a pre-
ponderance of dental tissue and deficient bony base I will assume is generally
conceded in light of evidence presented in the past ten years. We have passed
through the dark ages of orthodontics, the era of men striving desperately to
obtain a more perfect mechanism which would accomplish the impossible. It
was the pride in immediate accomplishment and an unwillingness to face the
long-range issue which retarded orthodontic progress. We have learned that
there are definite limitations in treatment involving both extraction and non-
extraction cases, and we are prepared to accept, to some degree at least, the
premise that extensive bone changes not inherent cannot be wrought by ortho-
dontic mechanisms. Furthermore, in view of the cephalometric evidence, main-
tenance of mass distal movement is possible only when these teeth have migrated
mesially b,eyond their normal positions. Nance has compiled data from measure-
ments on casts of hundreds of completed cases in which many types of appliances
were used, to arrive at the conclusion that maintenance of lateral expansion is
extremely limited.
To those of us who recognized the significance of the work of such men as
Tweed, Nance, Brodie, Broadbent, Schour, Margolis, and others, acceptance of
this concept meant admitting the fallacy of our previous thinking and a good
share of the sincere, meticulous treatment which we had diligently employed
as a result of our convictions, then generally accepted as scientifically sound.
It entailed revising the ultimate objective in our treatment and the mechanical
procedures as well.
With the change in our basic concept of the orthodontic correction and
plan of treatment came the necessity for adequate and efficient mechanics. This
factor has’long been neglected by those who were extracting teeth routinely in
extreme cases. Their inability to treat these cases efficiently placed this plan
of treatment in disrepute with dentists, the public, and their fellow practitioners.
It has been demonstrated that these cases can be corrected very creditably by
skilled operators who have been able to produce a balanced dentition, with the
teeth in favorable functional inclined plane relationship, proper axial position-
ing of the buccal teeth, esthetic inclination of the anterior teeth, and complete
and permanent space closure. To do this requires an exacting and difficult
technique and extremely careful treatment planning. If the operator is unable
764
with the second molars, it may be quite possible to make the correction without
extraction by moving the posterior crowns distally, or by simply placing these
teeth in their normal upright positions.
When the deficiency is confined t.o the maxilla, two upper premolars may be
extracted and the secondary occlusion established with satisfactory functional
relation. More frequently, however, the deficiency is in the mandible. If only
two lower premolars are removed, the esthetics might be excellent, but the oc-
clusion is in poor relation and the upper second or third molars will have to be
removed because of the absence of occlusion with the lower teeth in this area.
In any deficiency confined to the mandible, the result is a compromise because
the upper teeth must be moved farther distally than their normal positions in
the jaw in order to be in occlusal relation with the lower teeth, unless the man-
dible can be advanced by rectifying the pseudoposition of the eondyle in the
glenoid fossa. This is especially true in short mandible cases which are in distal
relation. Here the upper teeth must be moved distally far beyond their normal
positions. It is especially apparent in the upper anterior region where, if simple
anchorage is used, these teeth would be in extreme linguoversion. Their axial
positions must be changed radically to allow esthetics and to permit cuspal inter-
digitation of the posterior teeth. These cases exhibit very little facial improve-
ment. They are generally the wide mandibular angle cases.
For making our decision we must first determine the degree of discrepancy
between bone and tooth structure. For this computation we use the linear di-
mension evaluation. If the discrepancy is 2.5 mm. or less, we do not extract.
If it is 2.5 to 5.0 mm., we extract the second premolars, whenever possible, to
obtain better esthetics. If it is more than 5 mm., we extract the first premolars.
If the discrepancy is extreme (5 mm. or more), in the lower arch and mild in
the upper, we extract the lower first and upper second premolars, and vice versa.
When the discrepancy is confined to the maxillary arch, two upper first or second
premolars are removed, the choice depending upon the degree of the deficiency.
Esthetics is a most important consideration-a primary objective in treat-
ment and the outstanding value which motivates the patient to seek orthodontic
service. If the appearance cannot be improved by treatment, there is not suf-
ficient justification for the time, effort, and expense required. Better function
and oral health may be produced, but these factors alone are not enough to
warrant the effort, except in rare instances. The typical American girl, whom
we judge to have a beautiful face, is not depicted as a thin-lipped individual,
but one having a slightly protrusive full-lipped physiognomy with a wide,
generous smile, prominently displaying a good, healthy set of teeth. We im-
mediately associate a handsome man or, if not handsome, a friendly, likable
person with a good, wholesome, generous, confident smile. These are the people
who have a definite physical advantage in their social and economic life, and
it would be, indeed, unfortunate if this should be taken from them.
For years the lower third molar was our number one alibi for failures. It
ranked before heredity, endocrines, and poor patient cooperation. It was, in
fact, the last stand, and x-rays were a perfectly obvious support for our con-
tentions. Fortunately, our efforts were sympathetically regarded by patients
C. W. CAREY
and parents, and the third molars were credited with a wickedness beyond all
sense of justice. When premolars are removed, t,hcse teeth usually erupt earlier
and in more favorable position.
The most esthetic location and position for anterior teeth should be deter-
mined at the outset. This position also will be the correct anatomic position on
the bony support, because balance and function must be harmonious with esthet-
ics. We must then determine how much of the space created by the extraction
will be utilized for distal movement of the ant,erior teeth and how much for
mesial movement of the posterior teeth. The treatment mechanics then must
be capable of producing the correct balance, or the result will be unesthetic and
unstable. We also must be able to produce mesial or distal root movement of
the teeth adjacent to the spaces so that, at the conclusion of treatment, axial
root relation is anatomically correct. Unless it is we will not be able to attain
good cuspal interdigitation and function. Under the most favorable circum-
stances, treatment of these cases is difficult--far more so than treatment, with-
out extraction, except in t,he most extreme malocclusions.
If the treatment effort has been rewarded by a good result, an additional
dividend will accrue from the ease of its maintenance, for the retention factor,
so often a source of worry, annoyance, and disappointment, will give LIS con-
siderably less trouble and embarrassment.
In evaluating t,he available bone structure to accommodate the permanent
dentition, it is necessary that we make certain calculations in the mixed dentition.
This method, patterned after Nance, is used as a basis for a calculation which
takes into account the degree of rotation or displacement of the lower anterior
teeth, so that a complete survey and an accurate determination can be made of
the amount of space available and required in the entire lower dental arch. The
same calculation is applied to secondary dent,itions which might or might not
require the removal of dental units in treatment.
The method is as follows (Fig. 1, A and B). An 0.012 brass wire is adapt,ed
to the lower mixed dentition model so that one end engages the mesiobuccal line
angle of the lower left first permanent molar near the marginal ridge. The
wire then passes over the buccal cusps of the deciduous molars, through their
greatest diatneters, over the normal cuspal position of the cuspids, then over the
anterior teeth at ridge center where the incisal edges of the lower anterior teeth
are normally found, t,hen around the same course on the opposite side, ending
in the mesiobuccal line angle of t,he lower right first permanent molar. The
wire is cut at this point, measured, and recorded. Then the mesiodistal di-
ameters of the lower anterior teeth are measured and their sum taken. From
measurements made on the casts of a hundred cases of primary and secondary
dentitions of the same patients, we have found that a definite relationship exists
between the size of these teeth and the unerupted cuspids and two premolars,
and have devised a table for quickly making this determination* (Table 1).
From the sum of the lower anterior diameters we arrive at the actual measure-
ment of the objective tooth area with a possibility of error not exceeding 0.5
*Presented 1944, Angle Society meeting in Berkeley. Calif.
“LINEAR ARCH DIMENSION AND TOOTH SIZE” 767
mm. in ‘76 per cent of the cases, which is probably less than errors encountered
from measurement on x-rays. Fig 2 illustrates a clinical calculator which has
been devised to enable the operator to have an instrument readily accessible for
making this determination.
A. B.
Fig. 1.-A, Appraisal of mixed dentition; B, appraisal of permanent dentition.
Fig. S.-Clinical calculator to determine quickly the size of unerupted cuspids and Pre-
mohrs (window 1)). Windows A. B, and 0 express the sum of the diameters Of the uPPer
anterior teeth in their variation from large, average, to smallest.
The figure relating to the estimated size of the two premolars and cuspid
we will call X; the length of the wire, linear dimension, L.D. The sum of the
lower anterior teeth we will call L.A. Now we have a workable formula:
L.A. + 2X + 3.4 = L.D.
The plus 3.4 applies to the inevitable mesial drift (approximately 1.7 mm.*)
of the first permanent molars on each side following exfoliation of the deciduous
molars (Fig. 3). Example : If we have a linear dimension of 6.5.2 and the
*iVance.
768 C. W. CAREY
TABLE 1”
1 Per Cent 27 Per Cent 18 Per Cent 17 Per Cent 14 Per Cent
20-18.5 25-22 26-24
23.22..5 25-22 26-23.5
8 Per Cent 23-21.5 25-22.5 26-23.5
21-19 25-22.5 26-24
21-20.5 25-24 26-24
21-19 2522.5 26-23
21-20 25-23 26-23.5
21-20.5 25-22.5 26-23
21-19.5 25-23 26-24
21-20 23-22.5 25.23 26-24
21-19.5 23-21.5 25-23.5 26-24
Average 19.75 23-2 1.5 25-23.5 26-24
23-21.6 25-22.5 26-22.5
13 Per Cent 522.5 26-23
22-21.5
25-22 .4verage 23.65
22-19.5 O‘j.02
_t Y .
5 24-22.5 25-23
22-21 23-22.5 2 Per Cent
22-21 23-21.5 24-23
"$2" d 27-24
23-21 Average 22.75
22-21 27-24
22-20.5 dverage 22.25
Average 24
22-21
22-21
22-19.5
23-22.5
22-19.5
22-21
22-20.5
22-21
Average 20.66
“Table prepared from measurement of the sum of mesiodistal diameters of the lower
lateral incisors and Central incisors and the corresponding sum of the cuspids ad two pre-
molars on one side, indicating a definite relationhip which may be used instead of x-rays its a
reliable guide to unerupted tooth dimension.
L.A. is 23.4, which, according to our table, gives the X value as 21.8, then
L.A. (23.4) + 2X (43.6) + 3.4 = 70.4 This means that, there is 5.2 mm. less
than enough space or bone fundation to accommodate the full complement of
teeth, so we know that any mechanical interference would result in lost effort
and that extraction of premolars is inevitable. If the deficiency of linear dimen-
sion is -2.5 mm. or Icss, there is some possibility that a treatment to maintain
spaces might be of value in preserving alignment and giving enough alveolar
buccal and labial bone diversion to make up the deficiency without impairing
the esthetics or weakening the supporting structures. If it is more t,han 2.5 mm.,
treatment in the mixed dentition to preserve the full complement is not indi-
cated, and tooth structure will have to be reduced after eruption of the pre-
molars. These measurements may be made on the casts of all patients reporting
for consultation in the mixed dentition, and an accurate prognosis may be made.
Even though we are certain that treatment shouId b.e delayed, these casts are
valuable to our experience and our understanding of the transitional changes
occurring at this important stage in the development of dentition, and they will
serve to prepare us for the treatment program of the case at hand with a more
complete and graphic record than our memory would be capable of affording.
Photographs may be taken at this time; however, a study of the profile and
Frankfort-mandibular angle would rarely influence our decision in this early
“LINEAR ARCH DIMENSION AND TOOTH SIZE ” 769
TABLE II*
I I I I SUMOF I I I
treatment planning, but would certainly be taken into account when active
treatment is undertaken.
In patients reporting after eruption of the permanent teeth, when there is
a question of the advisability of reducing the amount of tooth structure, the same
calculation is made to assist in making a decision. The wire is adapted in the
same manner and the length in millimeters recorded. We then either measure
just the lower anterior teeth and refer to the table for the X value, or we measure
the actual diameters of the cuspids and premolars. In the secondary dentitions
we do not include the plus 3.4 mm., because the mesial molar drift has already
occurred. The variation in linear dimension in the permanent dentition, when
extraction is indicated, will be from -2.5 to -14. The latter figure represents
the complete obliteration of premolar spacing, and the former a fraction of a
tooth diameter bone deficiency. By this means treatment can be planned so that
the amount of distal movement of the anterior segment and the amount of mesial
movement of the posterior anchorage unit may be determined in advance and
the strategy outlined for its accomplishment.
Table II indicates the measurements of the mixed dentition casts and the
permanent casts of the same case untreated. In most cases, treatment was de-
layed until the eruption of the premolars and cuspids. Measurements were
taken, as indicated in the chart, on 20 cases for the first studies of the accuracy
of this method of evaluation. The figure in the first column is the sum of the
lower central incisors and lateral incisors. In the second column (for com-
parison only) is the sum of the upper anterior teeth. The third column gives
770 C. W. CAREY
Fig. 3.
Fig. 4.
Fig. S.-Measurement indicates deficiency of bone structure 5.2 mm. and precludes e‘x-
tralction of premolars in secondary dentition. Lower arch has lost 1.9 mm. linear dimension in
tralwition, despite lingual arch treatment to preserve space.
Fig. 4.-Measurements indicate an excess of 1.2 mm. in arch dimension, allowing latitu Ide
for full complement of teeth. A loss of 4 mm. arch dimension resulted in the transition.
C. W. CAREY
Fig. 5.
Fig. 6.
‘ig. 5.-Measurement indicates a deficiency of 1.9 mm. linear arch dimension in spi 1te of
oblit Ltel d cuspid slxxe. A lingual retention arch was justified in the mixed dentition.
‘ig. B.-Measurement on the permanent dentition cast indicates a deficiency of 2.1 mm.
linea an zh dimension. This is within the bounds for treatment without extraction. The
treal ci tse (right) is six years out of retention. Age, 2.2. No relapse has occurred.
‘I LINEAR ARC?3 DIMENSION &ND TOOTH SIZE ” 773
retention, was 29.0 mm., or a loss of 1.5 mm. from the mixed dentition, and 2.8
mm. less than that required in the computation. The loss is apparent in the
poor lower premolar contact point relat,ion in the permanent dentition casts.
The next case (Fig. 6) is a permanent dentition, aged 12. The L.D. is
64.5 mm.; the L.A. is 23.0 mm. ; the X value is 21.8, and the required space,
L.A. plus 2X (omit plus 3.4), is 66.6 mm. The lower arch has a deficiency of
2.1 mm., which is just &thin the boundary of treatment without extraction.
The case was treated for twelve months and retained for fifteen months. No
relapse was experienced. Third molars were removed following their complete
eruption. The casts at right show the case six years after retention, at age 22.
The L.D. has held an increase of 2.0 mm., which approaches the limit of linear
arch dimension increase without endangering the health of the investing tissues
at the labial and buccal crest of the alveolar process.
Fig. 7.--Measurement indicates a bone deficiency of 5.5 mm. Treatment attempted without
extraction. Case two years out of retention (right).
dentition linear dimension is 65.0 mm. 70.5 minus 65.0 equals 5.5 mm. bone
deficiency.
I was so excited about this case that I asked for recent photographs. When
the patient reported, photographs were not, taken because in the ensuing four
years the case had completely relapsed and the bone at the alveolar crests was
badly broken down (E’ig. 8).
Name, Hays N.: Limitations of Orthodontic Treatment. I. Mixed Dentition Diagnosis and
Treatment, AW J. ORTHODONTICS AND ORAL BURG. 33: 177-233, 1947.
Nance, Hays N.: Limitations of Orthodontic Treatment. II. Diagnosis and Treatment in
the Permanent Dentition, AM. J. ORTHODONTICS AND ORAL SURG. 33: 253-301, 1947.
Tweed, Charles H.: The Frankfort-Mandibular Plane Angle in Orthodontic Diagnosis;
Classification, Treatment Planning, and Prognosis, AM. J. ORTHODONTICS AND ORAL
SURG. 32: 175221, 1946.
Broadbent, B. Holly: Otogenic Development of Occlusion, Angle Orthodontist 11: 223-241,
1941.
Brodie, Allan G.: Some J¢ Observations on the Growth of the Mandible, Angle Ortho-
dontist 10: 63-76, 1940.
Brodie, Allan G.: On the Growth of the jaws and the Eruption of the Teeth, Angle Ortho-
dontist 12: 109-123, 1942.
Margolis, Herbert I. : The Axial Inclination of the Mandibular Incisors. AM. J. ORTHO-
DONTICS AND ORAL SURG. 29: 571, 1943.