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Research Article

Regression equations for stature reconstruction from the lower limb bones of contemporary White South Africans

ORCID Icon, ORCID Icon & ORCID Icon
Received 18 Nov 2022, Accepted 27 Feb 2023, Published online: 13 Mar 2023

ABSTRACT

In 2008, Dayal and colleagues generated regression equations to estimate the total skeletal height (TSH) of White South Africans. However, the validity of these equations has been questioned. The magnetic resonance imaging scanograms of 74 White South African adults were used to assess the reliability of these equations. The physiological lengths of the femur (FEPL) and tibia (TPL) were measured from these scans and input into the appropriate equations by Dayal and colleagues to calculate TSHD. Paired t-tests, mean differences (MD), and mean absolute differences (MAD) were used to compare TSHD with the measured TSH (TSHMeas) taken directly from the scanograms and ELS were compared with the measured stature (LSM) taken of participants prior to their scans. Although there were no significant differences between TSHMeas and TSHD for males and TSHMeas and TSHD(TPL) for females, all ELSL were significantly different to LSM, and the ELSC using the FEPL were significantly different to LSM. These significant differences and associated large MD and MAD conclude that the equations by Dayal and colleagues are no longer valid. New stature estimation equations were derived for the estimation of stature of White South Africans, characterized by strong correlations and low SEEs.

Introduction

Stature reconstruction from bones presented for forensic analysis is an essential part of the process of establishing the biological profile of an individual(s). In the presence of a complete skeleton with intact bones, the anatomical method, which was first described by FullyCitation1 and revised by Raxter et al.Citation2, is preferred because it provides an accurate estimate of statureCitation3,Citation4. In addition, its application is universal and is not dependent on population group or sexCitation2,Citation5,Citation6. It requires taking a suite of measurements from various bones of the skeleton that constitute stature including the skull, vertebrae, long bones of the lower limb and the articulated height of the talus and calcaneusCitation1,Citation2,Citation6–11. Consequently, its major drawback is that it is not only a very tedious process but also time consumingCitation5. Since intact bones and complete skeletons are not usually available in many forensic cases, an alternative method, known as the mathematical method, is often used.

İşcan and SteynCitation12 reported that Karl Pearson in 1899 introduced the mathematical method for the estimation of stature. This method is based on a statistical theorem known as regression analysis, which involves the formulation of equations from bone measurements of the skeleton. This method can be applied to both intact and fragmentary bones and it is less time-consuming and tedious compared with the anatomical method. Unlike the anatomical method, which is universally applicable, the mathematical method is population and sex-specific. It therefore requires the formulation of equations for the estimation of stature for different population groups, sexes and at appropriate intervals in order to account for secular changesCitation13,Citation14. Consequently, studies have been published on the estimation of stature from measurements of intact long bones of upper and lower limbs in different parts of the worldCitation12. Similar efforts have been made at the formulation of regression equations from measurements of fragments of long bonesCitation15–17 and other bones of the skeleton in cases when long bones are not available for forensic analysisCitation18,Citation19.

In South Africa, a country with one of the highest crime rates in the world, researchers have also developed regression equations for estimation of stature from measurements of various bones of the skeleton including the skullCitation20,Citation21, the sacrumCitation22 and bones of the footCitation8,Citation23. In 1983, LundyCitation24 developed population- and sex-specific regression equations for the estimation of stature in Black South Africans. HeCitation24 used the hybrid method of stature reconstruction whereby the anatomical method was used in the calculation of the total skeletal height. Thereafter, the mathematical method was used in the development of regression equations for the estimation of skeletal height from the maximum lengths of the humerus, radius, ulna, femur, tibia and fibula. In 1987, Lundy and FeldesmanCitation7 revised these equations due to some computer software errors. Since Lundy and Feldesman’sCitation7 regression equations are both population- and sex-specific, Dayal et al.Citation9 conducted a similar study using long bones of upper and lower limbs of White South Africans. TheyCitation9 also developed standards that could be used for the estimation of stature of White South Africans from individual and combinations of measurements of the humerus, radius, ulna, femur, tibia and fibula.

The validity of the regression equations developed by Lundy and FeldesmanCitation7 and Dayal et al.Citation9 on any contemporary South African population group has been questioned because the sources of data for these studies are skeletal collections. Some researchers have argued that skeletal elements in many skeletal collections are not representative of the contemporary populations from which they were obtained, since they contain an over-representation of the elderly population group and individuals from lower socio-economic statusCitation25–29. The effect of secular trends on populations is another factor that has rendered these skeletal collections unrepresentative of their respective contemporary population groupsCitation30,Citation31.

Recently, Bidmos and BritsCitation32 tested the validity of Lundy and Feldesman’sCitation7 equations on contemporary Black South Africans using data obtained from MRI scanograms. TheyCitation32 demonstrated the non-validity of theseCitation7 equations and consequently derived new regression equations for the estimation of living stature from individual measurement of the femur and tibia and a combination of these measurements. Since there has not been any attempt to test the validity of Dayal et al.Citation9 equations on any South African population group, it is, therefore, the aim of this study to investigate the validity of these equations on a sample of contemporary White South Africans using data collected from MRI scanograms and to formulate new equations, if necessary.

Subjects and methods

Ethics approval (M2111174) was obtained from the Human Research Ethics Committee – Medical of the University of the Witwatersrand, Johannesburg, South Africa, to access data used in two previous studies that evaluated population-specificity of soft tissue correction factors in stature reconstruction using the anatomical methodCitation33,Citation34. The skeletal measurements for the White South African females were collected by M CloeteCitation33 during 2017 and that of the White males by N LoubserCitation34 between 2020 and 2021 as part of their MSc research, which forms part of a bigger project related to stature estimation in South African populations. The demographics of the participants and the details of data acquisition were described in these studiesCitation33,Citation34. In both studies, data were collected from invited participants and volunteers who are White South African males and females between the ages of 20 and 60 years. The age distribution of the samples is provided in .

Table 1. Age (years) distribution of White South African male and female participants.

Living stature of each participant was measured (LSM) using a stadiometer on the morning of the day of the MRI scan in both studiesCitation33,Citation34 in order to mitigate against documented loss of stature during the dayCitation35,Citation36.

A full body MRI scan of each participant in a supine position was performed at Wits-Donald Gordon Medical Centre in Johannesburg, South Africa. The scanned images were then transferred to a DVD from which a suite of measurements as described by Raxter et al.Citation2, with some modifications as proposed by Bidmos and MangerCitation10 and Brits et al.Citation11, were taken on each scanogram using the freely available software, OsiriXCitation37 and HOROS (version 3.3.6). These measurements include cranial height, height of C2 to S1, bicondylar lengths of the femur, condylar malleolar length of the tibia, and the talocalcaneal height. The sum total of these measurements is known as the total skeletal height (TSHMeas). Two of these measurements, namely the bicondylar length of the femur (FBC) and condylar malleolar length of the tibia (TCM), defined below, have been described and illustrated in previous studies;Citation11,Citation32 and were used in the assessment of the validity of the Dayal et alCitation9 lower limb stature estimation equations.

  1. Bicondylar length of the femur (FBC): The length of the femur measured from the most proximal point of the femoral head to the midpoint of a line drawn between the distal femoral condylesCitation11,Citation32–34.

  2. Condylar malleolar length of the tibia (TCM): The vertical length of the tibia measured from the distal projection of the medial malleolus to a line drawn parallel to the articular surface of the lateral condyleCitation11,Citation32–34.

Each individual measurement, i.e. FBC and TCM and a combination of both, was substituted into the appropriate stature estimation equations formulated by Dayal et al.Citation9 to estimate total skeletal height (TSHD), as per the equations below:

Males

Totalskeletalheight=2.30×FBC+51.17±2.64
Totalskeletalheight=2.49×TCM+62.92±3.16
Totalskeletalheight=1.27×}(FBC+TCM)+50.67±2.49

Females

Totalskeletalheight=2.64×FBC+34.69±2.40
Totalskeletalheight=2.86×TCM+47.52±2.59
Totalskeletalheight=1.44×FBC+TCM+35.42±2.13

The accuracy of the regression equations derived by Dayal et al.Citation9 for the estimation of stature of White South Africans using FBC, TCM and a combination of both measurements was assessed. For each subject, TSHD was calculated from (i) FBC, (ii) TCM and (iii) a combination of FBC and TCM using the appropriate regression equations of Dayal et al.Citation9. The estimated total skeletal height using Dayal et al.Citation9 equations (TSHD) was compared with the measured total skeletal height from the MRI scanograms (TSHMeas) reported by CloeteCitation33 and LoubserCitation34 for White South African females and males respectively, using a paired t-test. The correlation between TSHMeas and TSHD was calculated. In addition, an estimate of living stature was calculated for each subject using the soft tissue conversion equation of CloeteCitation33 and LoubserCitation34 for females (ELSC) and males (ELSL) respectively. The soft tissue regression equations for conversion of TSH to ELS by CloeteCitation33 and LoubserCitation34 are provided below:

ELSC=1.07×TSH+6.24(SEE=3.18cm
ELSL=0.948×TSH+21.77SEE=2.03cm

A comparison of the mean between LSM and each of ELSC and ELSL was performed. In addition to this comparison of means, three other criteria, namely mean difference (MD), mean absolute deviation (MAD), and percentage in range at one standard error of estimate (SEE) and two SEE were also explored. This is defined as the number of times that the LSM falls within the estimated stature range that was calculated using one and two SEE. This number is then expressed as a percentage of the sample sizeCitation38. Regression analyses were subsequently performed separately for males and females initially and then for combined male and female data for the estimation of living stature from FBC, TCM and a combination of both measurements. From these analyses, the unstandardized coefficients and constants were obtained in addition to the correlation coefficient (r), correlation of determination (r2) and standard error of estimate (SEE).

Results

The ages of subjects in the female sample ranged between 20 and 60 years, with a mean of 30 years (SD ±11.6). Males also had a similar age range, between 22 and 59 years, with a mean age of 35 years (SD ±10.0). The majority of male (83.3%) and female (79.5%) subjects fell within the 20 and 40 years age bracket (). There is no statistically significant difference between the mean ages of both sexes (). The means and standard deviations for LSM, TSHMeas, FBC, and TCM are also shown in . Males showed statistically significant higher mean values for all measured variables compared with females ().

Table 2. Descriptive statistics of the sample age (years), height (cm) and bone measurements (cm).[AQ]

Measured values of FBC, TCM and the combined measurement of FBC and TCM were substituted into the appropriate sex-specific regression equations of Dayal et al.Citation9 to estimate TSHD. A comparison of TSHMeas with TSHD was made using a paired t-test following confirmation of normal distribution of the data set using the Shapiro-Wilk test of normality. There was no statistically significant difference between TSHMeas and TSHD using Dayal et al.’sCitation9 equations for FBC, TCM and the sum of both parameters in males. In females, the equations for FBC and a combination of FBC and TCM showed a statistically significant difference between TSHMeas and TSHD. These results indicate that regression equations previously derived for skeletal height estimation by Dayal et al.’sCitation9 equations using FBC, TCM and a combination of these measurements are valid for White South African males but not for White South African females (). A strong to very strong correlation was also obtained between TSHMeas and TSHD in both males (range = 0.91–0.93) and females (range = 0.89–0.92). A statistically significant difference was observed between the mean values of LSM and ELSL in males, following the application of a soft tissue correction factor proposed by LoubserCitation34, for both the individual and combination of FBC and TCM (). However, in females, a statistically significant difference was observed only for the equation for FBC (). A strong correlation was obtained between LSM and ELSL in males (range = 0.85–0.88) and ELSC in females (range = 0.83–0.87) ().

Table 3. Comparison of measured skeletal height and skeletal height using Dayal et al.’s Citation9 equations, as well as measured living stature (LSM) and living stature estimates (ELS) using Loubser’s Citation34 and Cloete’s Citation33 equations for White South African males and females, respectively.

The MD for females (−1.3 to −2.8 cm) is lower than that obtained for males (3.5 to 4.1 cm) (). The negative value of MD in females indicates a tendency for overestimation of LS using Dayal et al.’sCitation9 equations in combination with CloeteCitation33 and a soft tissue correction factor, whereas the positive values obtained in males indicate a tendency for underestimation of LS (). While the magnitude of MD in females is considered slight, it is more noticeable in males (). The MAD in females ranged between 3.0 and 3.3 cm while it is between 4.0 and 4.4 cm (). This is considered a more precise measure of accuracy as it is the mean of the absolute differenceCitation38. The percentage in range, which is another measure of the utility of Dayal et al.’sCitation9 equations following the application of CloeteCitation33 and LoubserCitation34 soft tissue correction factors for females (ELSC) and males (ELSL) respectively, is as shown in . The LSM fell within one SEE of the range of ELSC in 59 to 64% in females. A lower percentage in the range of 23 to 27% was obtained in males (). Higher accuracies of 80 to 93% and 43 to 57% were obtained in females and males for correct bracketing of the LSM within two SEE of the ELS respectively.

Table 4. Comparison of measured living stature with estimated living stature using Dayal et al’sCitation9 equation and sex-specific soft tissue correction factor*.

New sex-specific and generic (pooled) regression equations for the direct estimation of living stature were calculated from FBC, TCM and the sum of both parameters for White South Africans (). The correlation between LSM and ELSC in females (0.83–0.87) was strong and statistically significant (p < 0.001) as shown in . A similar result was obtained between LSM and ELSL in males (0.85–0.88). However, a higher correlation (0.89–0.92) was obtained for the generic equations (). In the female sample, the sum of FBC and TCM displayed the highest correlation with LSM (r = 0.87, r2 = 0.76) while the weakest correlation was obtained for the regression equation generated for TCM (r = 0.83, r2 = 0.69). The SEE for the equations generated for females ranged between 3.29 and 3.70 cm (). In the male sample, a combination of FBC and TCM presented the strongest correlation (r = 0.88, r2 = 0.77) with LSM while the SEE ranged between 3.12 and 3.29 cm. For the generic equations, the correlation between LSM and each of FBC and TCM were 0.85 (r2 = 0.72) and 0.87 (0.76) respectively. The SEE ranged between 3.47 cm (for a combination of FBC and TCM) and 3.87 cm (for TCM) ().

Table 5. New equations for stature estimation (cm) in White South Africans, correlation and standard error of estimate.

Discussion and conclusion

To circumvent the challenges associated with using skeletons available in skeletal collections for research, anthropologists have sought alternative methods to conduct research on modern living populations and have turned to virtual anthropologyCitation39. Virtual anthropology affords researchers the opportunity to study the osteology of living individuals, through non-invasive meansCitation40–42. While MRI scanograms are not the preferred imaging modality to study osseous materialCitation42,Citation43, they were specifically selected for this study as they did not expose participants to harmful ionizing radiationCitation42–45. Additionally, the skeletal measurements which have been recorded from MRI scans have produced similar accuracies to those measurements taken from dry boneCitation46,Citation47.

The current regression equations employed for the estimation of living stature of White South Africans were derived by Dayal and colleaguesCitation9 who used Raxter et al.’sCitation2 anatomical method to estimate the living stature of their skeletal sample. It has, however, been shown that the soft-tissue regression equations generated by Raxter and colleaguesCitation2 significantly underestimates the stature of modern South AfricansCitation10,Citation11,Citation33,Citation34, and therefore, the regression equations for the estimation of living stature by Dayal and colleaguesCitation9 is questionable. The use of LSM in the current study avoids these problems and allows for the direct regression of various skeletal measurements to actual living stature.

The average LS of the male and female samples of the current study are comparable to the reported heights of White South African military personnelCitation48 and are, therefore, considered representative of modern White South Africans. These individuals were also shown to be taller, on average, than Black and White North AmericansCitation49, Black South AfricansCitation32, as well as Japanese males (168.1 ± 6.0 cm) and females (153.4 ± 7.1 cm)Citation50.

The average FBC and TCM measurements differed significantly between the sexes. These measurements were also slightly larger than those stipulated by Dayal and colleaguesCitation9 for the White South African male and female skeletons housed in the Raymond A. Dart Collection of Modern Human Skeletons. The differences in the bone measurements also suggest positive secular trends in White South Africans. Additionally, the FBCs of the current samples are larger than that reported for Black South AfricansCitation32, Korean individualsCitation51, as well as Black and White North American individualsCitation13. The TCM measurements were larger than those reported for KoreansCitation51 while the male and female TCM measurements were larger and shorter than those reported for Black South AfricansCitation32, respectively. These differences reiterate the necessity for population and sex-specific regression equations for the estimation of living stature.

Although the TSHD for the male sample were not significantly different from TSHMeas and TSHD is considered valid when estimating the LS of White South African males, the MD and MAD variables are high. The MD values are exaggerated when analysing the absolute values of these differences, due to the fact that TSHD either overestimated or underestimated TSHMeas to a degree where the negative and positive values were counteracted. The MAD emphasizes the differences between TSHD and TSHMeas. Additionally, it can be concluded that the MAD between TSHD and TSHMeas attributed to the significant differences between ELSL and ELSM for the male sample. The validity of these equations should, therefore, be reconsidered. The TSHMeas for the female sample differed significantly from TSHD(FBC) and TSHD(FBC+TCM) and, therefore, these equations by Dayal et al.Citation9 are not valid when estimating the stature of White South African females. Similar to the results for the male sample, although only the ELSC(FBC) was significantly different from LSM, the MD and MAD values are considered high and, therefore, it is concluded that the equations by Dayal and colleaguesCitation9 are invalid when estimating the LS of White South Africans.

Additionally, the percentage of the LSM that fell within the range of one SEE and two SEE values of ELSL and ELSC were calculated for males and females, respectively (). It is evident from these results that a large percentage of LSM did not fall within one or two SEE values of ELS, particularly for the male sample of this current study. The SEE of a regression equation indicates the accuracy of that equation, where smaller SEE values indicate a more accurate estimationCitation36. As such, it is unsurprising that females presented with a higher percentage than males as the SEE of the female equation (3.18 cm) is larger than the male equation (2.03 cm) and will, therefore, present with a wider range.

New sex-specific and generic regression equations for the estimation of LS were calculated from FBC, TCM, and the combined FBC and TCM and all the regression equations produced showed very strong, significant (p < 0.05) positive correlations with LSM (). The combined FBC and TCM equations consistently produced the highest correlation with LSM. The correlations between the FBC were similar between the male and female sample of the current study. The tibia, however, produced a higher correlation with LSM than the femur in the male sample, while the opposite is observed for the female and generic regression equations, where the correlation between the femur and LSM was more similar to the correlation between LSM and the combined FBC and TCM equation. The correlation between each of the femur, tibia and a combination of femur and tibia with LS of males and females in the current study was stronger than that reported in previous studies, as shown in while a weaker correlation was observed for other studies. The association of the femur, tibia and a combination of the two measurements with LS for the generic equations consistently produced strong correlations, which outperformed the previously outlined studies, except for those outlined by Dayal and colleaguesCitation9. These correlations, however, do support the viewpoint that the lower limb long bones produce the strongest associations with stature because these bones directly contribute to the overall height of an individualCitation52.

Table 6. Comparison of standard errors of estimate (SEE) for the present study and previous studies by different authors.

The SEE value for the femoral equation of the female sample was smaller than that of the male sample, while the opposite is observed for the tibial and combined regression equations (). Although the SEE values of the generic equations were consistently larger than the sex-specific equations, indicating a slightly less accurate result, it is more accurate to use a generic equation to estimate the LS of unknown skeletal remains than to apply the equation of the incorrect demographics to the skeletal remainsCitation38. Furthermore, although these standard error of estimates are deemed acceptable for stature estimation, it is important to note that errors in the estimates of the stature will increase for shorter and taller individualsCitation53. The most accurate regression equations for the estimation of living stature of White South African males would be the TCM equation and the equation of the combined FBC and TCM for females and the generic equations. Additionally, a higher percentage of the LSM fell within one and two SEE values of the ELS when using the new regression equation than ELSC and ELSL. These results further support that the newly derived regression equation more accurately estimates LS of White South Africans.

In conclusion, newly derived sex-specific and generic regression equations for the estimation of living stature of White South African males and females have been generated using the bicondylar length of the femur and the condylar malleolar length of the tibial, as well as the combination of the two. These equations provide accurate estimates of living stature directly calculated from skeletal measurements, and therefore, do not require the addition of soft-tissue correction factors. A major limiting factor of this current study was the costs associated with the collection of full-body MRI scanograms resulting in a regrettably small sample size, along with the difficulties associated with trying to recruit participants. Future research into the derivation of regression equations will be greatly improved with an increased sample size, as well as a standardization of how to record skeletal measurements from MRI scanograms.

Acknowledgements

The authors would like to extend our sincerest gratitude to all of the participants who underwent a MRI scan for this study. We would also like to extend our utmost thanks to the staff of the Radiology Department at the Wits-Donald Gordon Medical Centre, Dr M. Haagensen, Dr T.J. Nel Inc., Ms E. Bussy, Ms C. Gibbs, and Ms L. Benade. This work is based on research that was financially supported by the National Research Foundation (NRF) – through Thuthuka grants (80655/118149), as well as a Master’s scholarship. Any opinions, findings, conclusions, and recommendations that were expressed throughout this study are solely those of the authors, and therefore, the NRF does not accept liability thereof.

Disclosure statement

No potential conflict of interest was reported by the author(s).

Additional information

Funding

This work was supported by the National Research Foundation (NRF) – through Thuthuka grants [80655/118149]; National Research Foundation (NRF) – Thuthuka grants [80655/118149].

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