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Cloud Computing Concepts Technology Security Architecture Thomas Erl Eric Barcelo Monroy Full Chapter PDF
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About This eBook
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“Cloud computing, more than most disciplines in IT, suffers from too
much talk and not enough practice. Thomas Erl has written a timely
book that condenses the theory and buttresses it with real-world
examples that demystify this important technology. An important
guidebook for your journey into the cloud.”
“I have read every book written by Thomas Erl and Cloud Computing
is another excellent publication and demonstration of Thomas Erl’s
rare ability to take the most complex topics and provide critical core
concepts and technical information in a logical and understandable
way.”
“Cloud computing has been around for a few years, yet there is still
a lot of confusion around the term and what it can bring to
developers and deployers alike. This book is a great way of finding
out what’s behind the cloud, and not in an abstract or high-level
manner: It dives into all of the details that you’d need to know in
order to plan for developing applications on cloud and what to look
for when using applications or services hosted on a cloud. There are
very few books that manage to capture this level of detail about the
evolving cloud paradigm as this one does. It’s a must for architects
and developers alike.”
“This book defines the basic terminology and patterns for the topic—
a useful reference for the cloud practitioner. Concepts from
multitenancy to hypervisor are presented in a succinct and clear
manner. The underlying case studies provide wonderful real-
worldness.”
Second Edition
Thomas Erl
The authors and publisher have taken care in the preparation of this
book, but make no expressed or implied warranty of any kind and
assume no responsibility for errors or omissions. No liability is
assumed for incidental or consequential damages in connection with
or arising out of the use of the information or programs contained
herein.
ISBN-13: 978-0-13-805225-6
ISBN-10: 0-13-805225-5
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To my family and friends
—Thomas Erl
Foreword
About the Authors
Acknowledgments
CHAPTER 1: Introduction
CHAPTER 2: Case Study Background
PART I: FUNDAMENTAL CLOUD COMPUTING
CHAPTER 3: Understanding Cloud Computing
CHAPTER 4: Fundamental Concepts and Models
CHAPTER 5: Cloud-Enabling Technology
CHAPTER 6: Understanding Containerization
CHAPTER 7: Understanding Cloud Security and Cybersecurity
PART II: CLOUD COMPUTING MECHANISMS
CHAPTER 8: Cloud Infrastructure Mechanisms
CHAPTER 9: Specialized Cloud Mechanisms
CHAPTER 10: Cloud Security and Cybersecurity Access-
Oriented Mechanisms
CHAPTER 11: Cloud Security and Cybersecurity Data-Oriented
Mechanisms
CHAPTER 12: Cloud Management Mechanisms
PART III: CLOUD COMPUTING ARCHITECTURE
CHAPTER 13: Fundamental Cloud Architectures
CHAPTER 14: Advanced Cloud Architectures
CHAPTER 15: Specialized Cloud Architectures
PART IV: WORKING WITH CLOUDS
CHAPTER 16: Cloud Delivery Model Considerations
CHAPTER 17: Cost Metrics and Pricing Models
CHAPTER 18: Service Quality Metrics and SLAs
PART V: APPENDICES
APPENDIX A: Case Study Conclusions
APPENDIX B: Common Containerization Technologies
Index
Contents
Foreword
About the Authors
Acknowledgments
Chapter 1: Introduction
1.1 Objectives of This Book
1.2 What This Book Does Not Cover
1.3 Who This Book Is For
1.4 How This Book Is Organized
Part I: Fundamental Cloud Computing
Chapter 3: Understanding Cloud Computing
Chapter 4: Fundamental Concepts and Models
Chapter 5: Cloud-Enabling Technology
Chapter 6: Understanding Containerization
Chapter 7: Understanding Cloud Security and
Cybersecurity
Part II: Cloud Computing Mechanisms
Chapter 8: Cloud Infrastructure Mechanisms
Chapter 9: Specialized Cloud Mechanisms
Chapter 10: Cloud Security and Cybersecurity
Access-Oriented Mechanisms
Chapter 11: Cloud Security and Cybersecurity
Data-Oriented Mechanisms
Chapter 12: Cloud Management Mechanisms
Part III: Cloud Computing Architecture
Chapter 13: Fundamental Cloud Architectures
Chapter 14: Advanced Cloud Architectures
Chapter 15: Specialized Cloud Architectures
Part IV: Working with Clouds
Chapter 16: Cloud Delivery Model
Considerations
Chapter 17: Cost Metrics and Pricing Models
Chapter 18: Service Quality Metrics and SLAs
Part V: Appendices
Appendix A: Case Study Conclusions
Appendix B: Common Containerization
Technologies
1.5 Resources
Pearson Digital Enterprise Book Series
Thomas Erl on YouTube
The Digital Enterprise Newsletter on LinkedIn
Cloud Certified Professional (CCP) Program
Chapter 2: Case Study Background
2.1 Case Study #1: ATN
Technical Infrastructure and Environment
Business Goals and New Strategy
Roadmap and Implementation Strategy
2.2 Case Study #2: DTGOV
Technical Infrastructure and Environment
Business Goals and New Strategy
Roadmap and Implementation Strategy
2.3 Case Study #3: Innovartus Technologies Inc.
Technical Infrastructure and Environment
Business Goals and Strategy
Roadmap and Implementation Strategy
PART I: FUNDAMENTAL CLOUD COMPUTING
Chapter 3: Understanding Cloud Computing
3.1 Origins and Influences
A Brief History
Definitions
Business Drivers
Cost Reduction
Business Agility
Technology Innovations
Clustering
Grid Computing
Capacity Planning
Virtualization
Containerization
Serverless Environments
3.2 Basic Concepts and Terminology
Cloud
Container
IT Resource
On Premises
Cloud Consumers and Cloud Providers
Scaling
Horizontal Scaling
Vertical Scaling
Cloud Service
Cloud Service Consumer
3.3 Goals and Benefits
Increased Responsiveness
Reduced Investments and Proportional Costs
Increased Scalability
Increased Availability and Reliability
3.4 Risks and Challenges
Increased Vulnerability Due to Overlapping Trust
Boundaries
Increased Vulnerability Due to Shared Security
Responsibility
Increased Exposure to Cyber Threats
Reduced Operational Governance Control
Limited Portability Between Cloud Providers
Multiregional Compliance and Legal Issues
Cost Overruns
Chapter 4: Fundamental Concepts and Models
4.1 Roles and Boundaries
Cloud Provider
Cloud Consumer
Cloud Broker
Cloud Service Owner
Cloud Resource Administrator
Additional Roles
Organizational Boundary
Trust Boundary
4.2 Cloud Characteristics
On-Demand Usage
Ubiquitous Access
Multitenancy (and Resource Pooling)
Elasticity
Measured Usage
Resiliency
4.3 Cloud Delivery Models
Infrastructure as a Service (IaaS)
Platform as a Service (PaaS)
Software as a Service (SaaS)
Comparing Cloud Delivery Models
Combining Cloud Delivery Models
IaaS + PaaS
IaaS + PaaS + SaaS
Cloud Delivery Submodels
4.4 Cloud Deployment Models
Public Clouds
Private Clouds
Multiclouds
Hybrid Clouds
Chapter 5: Cloud-Enabling Technology
5.1 Networks and Internet Architecture
Internet Service Providers (ISPs)
Connectionless Packet Switching (Datagram
Networks)
Router-Based Interconnectivity
Physical Network
Transport Layer Protocol
Application Layer Protocol
Technical and Business Considerations
Connectivity Issues
Network Bandwidth and Latency Issues
Wireless and Cellular
Cloud Carrier and Cloud Provider Selection
5.2 Cloud Data Center Technology
Virtualization
Standardization and Modularity
Autonomic Computing
Remote Operation and Management
High Availability
Security-Aware Design, Operation, and
Management
Facilities
Computing Hardware
Storage Hardware
Network Hardware
Carrier and External Networks
Interconnection
Web-Tier Load Balancing and Acceleration
LAN Fabric
SAN Fabric
NAS Gateways
Serverless Environments
NoSQL Clustering
Other Considerations
5.3 Modern Virtualization
Hardware Independence
Server Consolidation
Resource Replication
Operating System–Based Virtualization
Hardware-Based Virtualization
Containers and Application-Based Virtualization
Virtualization Management
Other Considerations
5.4 Multitenant Technology
5.5 Service Technology and Service APIs
REST Services
Web Services
Service Agents
Service Middleware
Web-Based RPC
5.6 Case Study Example
Chapter 6: Understanding Containerization
6.1 Origins and Influences
A Brief History
Containerization and Cloud Computing
6.2 Fundamental Virtualization and Containerization
Operating System Basics
Virtualization Basics
Physical Servers
Virtual Servers
Hypervisors
Virtualization Types
Containerization Basics
Containers
Container Images
Container Engines
Pods
Hosts
Host Clusters
Host Networks and Overlay Networks
Virtualization and Containerization
Containerization on Physical Servers
Containerization on Virtual Servers
Containerization Benefits
Containerization Risks and Challenges
6.3 Understanding Containers
Container Hosting
Containers and Pods
Container Instances and Clusters
Container Package Management
Container Orchestration
Container Package Manager vs. Container
Orchestrator
Container Networks
Container Network Scope
Container Network Addresses
Rich Containers
Other Common Container Characteristics
6.4 Understanding Container Images
Container Image Types and Roles
Container Image Immutability
Container Image Abstraction
Operating System Kernel Abstraction
Operating System Abstraction Beyond the
Kernel
Container Build Files
Container Image Layers
How Customized Container Images Are Created
6.5 Multi-Container Types
Sidecar Container
Adapter Container
Ambassador Container
Using Multi-Containers Together
6.6 Case Study Example
Chapter 7: Understanding Cloud Security and Cybersecurity
7.1 Basic Security Terminology
Confidentiality
Integrity
Availability
Authenticity
Security Controls
Security Mechanisms
Security Policies
7.2 Basic Threat Terminology
Risk
Vulnerability
Exploit
Zero-Day Vulnerability
Security Breach
Data Breach
Data Leak
Threat (or Cyber Threat)
Attack (or Cyber Attack)
Attacker and Intruder
Attack Vector and Surface
7.3 Threat Agents
Anonymous Attacker
Malicious Service Agent
Trusted Attacker
Malicious Insider
7.4 Common Threats
Traffic Eavesdropping
Malicious Intermediary
Denial of Service
Insufficient Authorization
Virtualization Attack
Overlapping Trust Boundaries
Containerization Attack
Malware
Insider Threat
Social Engineering and Phishing
Botnet
Privilege Escalation
Brute Force
Remote Code Execution
SQL Injection
Tunneling
Advanced Persistent Threat (APT)
7.5 Case Study Example
7.6 Additional Considerations
Flawed Implementations
Security Policy Disparity
Contracts
Risk Management
7.7 Case Study Example
PART II: CLOUD COMPUTING MECHANISMS
Chapter 8: Cloud Infrastructure Mechanisms
8.1 Logical Network Perimeter
Case Study Example
8.2 Virtual Server
Case Study Example
8.3 Hypervisor
Case Study Example
8.4 Cloud Storage Device
Cloud Storage Levels
Network Storage Interfaces
Object Storage Interfaces
Database Storage Interfaces
Relational Data Storage
Non-Relational Data Storage
Case Study Example
8.5 Cloud Usage Monitor
Monitoring Agent
Resource Agent
Polling Agent
Case Study Example
8.6 Resource Replication
Case Study Example
8.7 Ready-Made Environment
Case Study Example
8.8 Container
Chapter 9: Specialized Cloud Mechanisms
9.1 Automated Scaling Listener
Case Study Example
9.2 Load Balancer
Case Study Example
9.3 SLA Monitor
Case Study Example
SLA Monitor Polling Agent
SLA Monitoring Agent
9.4 Pay-Per-Use Monitor
Case Study Example
9.5 Audit Monitor
Case Study Example
9.6 Failover System
Active–Active
Active–Passive
Case Study Example
9.7 Resource Cluster
Case Study Example
9.8 Multi-Device Broker
Case Study Example
9.9 State Management Database
Case Study Example
Chapter 10: Cloud Security and Cybersecurity Access-Oriented
Mechanisms
10.1 Encryption
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growth and of preventing the right-hand habit. It is to be expected
that after deformity has occurred there may result a series of
perversions of function in nerves, as well as in viscera; thus,
respiration and circulation may be interfered with, the liver may be
compressed, while, of course, autopsy will show all sorts of distortion
of bone, among other pathological changes.
Prognosis.—Too often the condition is regarded as so trivial that it
is likely to be outgrown, or else is quite disregarded, or,
on the other hand, occasionally it is regarded as one of gravely
serious import and maltreated or overtreated on this account. In the
majority of instances scoliosis is a self-limited condition, whose limit
may be reached at variable stages of deformity in different
individuals. In slight cases any serious illness may cause such
muscular weakness as to permit of serious increase of distortion.
Therefore, the patient’s general condition is to be taken into account
just as much as the shape of the back.
Treatment.—If one may be permitted a Hibernicism, the proper
treatment for scoliosis is prevention. This may be made
to include the earliest possible recognition of trifling deviations from
the normal. It should be made to include, in general, supervision of
school desks and the way in which children work at them, as well as
of children’s games and exercises, in which it should be made a
point that they be taught to make as much use of one hand as of the
other. It should include also supervision of children’s methods of
seating themselves at the piano or at the sewing table, as well as the
posture which they assume during sleep, while they should be taught
to stand and walk properly and to avoid a too early use of corsets.
Active treatment should consist, first, of correction of bad postural
and other habits by methods as vigorous as are military drill and
discipline. Patients tire easily after such exercise, and sufficient rest
should be taken, the patient lying symmetrically upon the back.
There is usually opportunity with young children for great ingenuity in
devising suitable exercises without making them too irksome. They
should be taught to play games at least as much with the left hand
as with the right. Gymnastic exercises, especially those with dumb-
bells, will be found effective, and it is advisable to have a heavier
dumb-bell in the left hand than in the right. The more severe cases
should be handled with great care in order not to overdo that which
should be done. Each case should be studied by itself, which means
that such cases should not be taught in classes. Roth calls that “the
key-note position” which is closest to the normal that the individual
can voluntarily and comfortably assume. From this as a basis the
surgeon should work up. Perhaps as much can be done without
apparatus as with it, particularly if will power is concentrated on the
effort. This is harder with the young, but pride may sometimes be
appealed to as a substitute for volition. As strength is gained more
strenuous gymnastics may be prescribed, including suspension from
rings or the simple horizontal bar, while much heavier dumb-bells
may be used, as taught by Teschner.
Mechanical corrective treatment is directed mainly to stretching
shortened ligaments and contracted muscles. For this purpose many
forms of apparatus have been devised. Their principal benefit lies in
increasing backward flexibility at the point where curvature is most
pronounced. As a substitute for such apparatus, and in private
houses, padded stretchers or lounges may be supplied on which
patients may lie either quietly or during massage. Finally the matter
of corrective corsets and braces remains to be considered. External
support takes away from the muscles and ligaments their functions
and work. Nevertheless in some cases this is necessary. No
appliance of this kind that may be supplied should be continuously
worn. It should be removed for work and exercise, as well as for
toilet purposes. Recumbency in bed is much better than too vigorous
bracing. Only in old, neglected, or peculiar cases should it be
considered necessary to resort to much external aid.
TYPHOID SPINE.
This name was proposed by Gibney for what seems to be an
infectious periostitis involving the vertebral column, of a character
similar to that which has been described in a previous chapter. It is
characterized by excessive pain, tenderness, and later stiffness. It
may occur during or after mild as well as severe cases of typhoid.
TRAUMATIC SPONDYLITIS.
Kümmel has shown that a traumatic and non-tuberculous ostitis of
the vertebræ occurs, with succeeding kyphosis resembling that of
Pott’s disease, but not so angular, usually without associated
abscesses, but with occasional paralyses. This may occur without
necessary reference to that curvature which may follow a healed or
healing spinal curvature. Inasmuch as the condition occurs only after
the lapse of considerable time after injury, it is questionable whether
it represents any distinct form of disease.
BOW-LEGS.
Bow-legs are nearly always of rachitic origin, occurring with less
angular deformity, and as the result of the warping or bending of
bones which are not sufficiently rigid to sustain the weight they are
made to carry. Most cases of bow-legs have their origin within the
very early years of childhood. Other cases are seen in infancy and
before children have ever borne much weight upon their feet. The
deformity must be accounted for by muscle tonus, mere muscle
activity serving to place enough stress upon the bones to swerve
them from their normal axes. The bones probably bend outward
because the muscles on the inner side are the stronger. Children
thus affected walk not so much with a limp as with a waddle, with the
feet rather apart, and some inversion of the toes. Double and
complicated curves occur in many of these cases, both femurs and
tibias participating, and having an anterior as well as a lateral
bowing. Such complications materially increase the difficulty of any
treatment.
Treatment.—The treatment of bow-leg is generally considered
simpler than that of knock-knee. Occurring in young
and growing children it can be overcome, if taken early, by the
expedient already mentioned, elevating the outer border of the sole
of each shoe. The more mechanical and the purely operative
methods of treatment are essentially the same as those just
described for knock-knee, based on similar but reversed principles.
In the very young manual force will often serve the purpose of a
more formal osteoclasis, but the osteoclast may be used whenever it
seems indicated. In those cases where the bowing is due to abrupt
and almost angular deformity, osteotomy is indicated. This is made
on exactly the same principles as mentioned above. In all instances
spiral curvatures should be overcome so far as possible during the
process of forcible correction and dressing in the plaster-of-Paris
bandages ordinarily used. Here, as previously, all treatment should
be addressed to the limbs in their fully extended position. If the rings
of the ordinary osteoclast be sufficiently padded and protection
afforded in this way, the skin rarely sloughs, and the damage, which
is, at least, theoretically done to the tissues, is quickly repaired.
Failure in union after any of these operations is exceedingly rare.
CLUB-FOOT; TALIPES.
In general the term talipes is applied to any malformations of the
foot by which it is more or less misshaped and its function impaired.
The commonest of these is that known and described below as
talipes equinovarus. Of these various deformities there are four
principal types, according as the foot is inverted, everted,
hyperflexed, or hyperextended. More particularly they are:
1. Talipes equinovarus, the commonest type, the ordinary
club-foot;
2. Talipes valgus, or flat-foot;
3. Talipes equinus;
4. Talipes calcaneus.
These forms may be variously blended, as well as seen in varying
degrees from the slightest possible deviation to the most pronounced
form. Statistics show that about one child in every five hundred is
born with some form of club-foot.
Club-foot may be either of acquired or congenital origin. Acquired
club-foot is essentially always of paralytic nature, following usually
infantile paralysis or those injuries by which nerves have been
divided or caught in callus or in tumors. As the result of such loss of
nerve or muscle power, in certain muscle groups, malpositions of the
feet are caused which simulate those of congenital origin.
1. Congenital Club-foot; Talipes Equinovarus.—This consists
anatomically in
an inward dislocation at the metatarsal joint of the anterior part of the
foot, in consequence of which the relations of all of the other
component parts of the foot are deranged; the scaphoid is swerved
on to the inner and lower side of the astragalus to such an extent as
to touch the internal malleolus; the cuneiforms follow the scaphoid
and the metatarsals follow the cuneiforms; the cuboid is shifted to
the inner side and does not articulate squarely with the calcis. In
infants these bones are cartilaginous, but as the individuals grow
and these miniature bones develop and ossify they take similar and
abnormal shapes and positions. The calcis is drawn into a more
vertical position than normal by drawing up the heel, and is even
somewhat rotated on its own vertical axis; thus its anterior
articulating surface is made to look obliquely inward. This
displacement of bones causes dislocation of tendons, the anterior
group being drawn mostly to the inner side. The patient walks more
and more on the outside of the foot, and as he does this adventitious
bursæ develop on the outer border, which become very thick and
form in time large callosities. In the most pronounced cases there
occurs, in connection with all this, curvature or spiral inward rotation
of the tibia, and even of the femur of the affected limb, while the
contracted muscles become overdeveloped and those which are
disused underdeveloped (Fig. 262).
Among the causes of club-foot heredity seems to play a
considerable part, as it often happens that two or three club-footed
children are born of one mother. The deformity has been ascribed to
Fig. 262 abnormal or
exaggerated posture
in utero, with
compression. This
theory is at least
attractive and has the
force of argument
from antiquity, for
Hippocrates thus
believed.
Unquestionably the
normal intra-uterine
position of the fetus
includes a certain
degree of
equinovarus. Yet if
this were the real
cause the condition
Talipes equinovarus. would occur
apparently much
more frequently. It has been ascribed also to disparity in strength
between opposing groups of muscles, that group which causes the
deformity being naturally the stronger, it being at the same time
unimportant whether one group is relatively too strong or the other
relatively too weak. Most monstrosities or seriously defective infants
have also club-foot, from which some argue that the central nervous
system has something to do with it; yet it has been shown in over
1200 cases of club-foot that only twice did such defect of the central
nervous system as spina bifida occur. The embryologists and
comparative anatomists regard it as an expression of arrested
development, while evolutionists consider it an atavistic reversion to
an earlier anthropoid arrangement. None of these theories really
satisfactorily explains the deformity. Therefore we should hold that
either there are different and variable causes or that we have not yet
found the true one.
Treatment of Congenital Club-foot.—There being in these cases no
tendency to spontaneous improvement, mechanical or operative
treatment, or both, are required. If these be afforded early the
prospects of restoration, practically to the normal, are good, but
treatment should be begun early and conducted with great care and
patience. It is not so difficult to correct the deformity, but correctional
supports should be worn for a relatively long time, while the older the
case the more difficult become all the features, both mechanical and
durational. Parents are often eager at first, but later become
inattentive or careless. The main objects are to be attained by
correction of position by force or by division of contracted or
shortened tissues, or retention in position, with the addition of any
other features which may influence growth and development
according to normal standards. Of these we will speak first of
rectification: (a) bloodless, as by purely mechanical force, or by
means of certain apparatus, and (b) operative, as by subcutaneous
tenotomy, aponeurotomy, etc., or by open incision, through which are
performed osteotomy, excision, astragalectomy, tarsectomy, etc., as
the operator may see fit.
In all of these the anterior part of the foot is to be forced outward
as well as raised, two distinct features, which should be combined
but not confused.
In the young infant gentle force applied many times a day, with the
persuasion of a strip of adhesive plaster, applied beneath the foot
and over its outer border, and spirally upward to the inside of the leg,
can be made effective in mild cases; but overstretching of the tendo
Achillis is a necessary part of this maneuver every time it is
practised. The more positive method consists of fixation of the foot in
overcorrected position within a plaster or starch bandage, the same
extending above the knee, which should be slightly flexed, the
dressing to be renewed every two or three weeks, and correction
increased until it has become overcorrection.
In well-marked and in resistive cases an anesthetic should be
given, while by the use of sufficient force, which may be relatively
great, but which should be gently applied, the resisting tissues are so
stretched, if necessary to the point of something yielding, that but
slight pressure is required to hold the foot in an overcorrected
position. When the knife is required the tendo Achillis should always,
and the plantar tendons and fasciæ usually, be subcutaneously
divided, under aseptic precautions. The foot is then enveloped in
suitable dressings and put up in overcorrected position for two or
three days, in a rigid dressing at first of starch, but after this in
plaster of Paris; this is the writer’s plan of procedure. The insertion of
the point of the tenotome sufficiently deep to divide all resistive
ligaments and tissues (e. g., the astragaloscaphoid or the
calcaneocuboid) nowise complicates this method, but makes it more
efficient.
Cases which are resistant are best submitted at once to open
operation (that is, after vigorous stretching of the contracted tissues),
always under strict asepsis. After decades of milder ineffectual
methods it remained for A. M. Phelps, of New York, to show the
benefits of this method by which all contracted tissues on the
concave aspect of the foot are exposed and divided. Incision is
made here from the top of the inner malleolus to the inside of the first
tarsometatarsal joint. With a little care the artery can be avoided, but
I have never seen any harm come from its division. Everything which
proves resistant is divided, even the inner osseous ligaments.
Sometimes the incisions can be made in wedge-shape, or obliquely,
so that the wound does not remain so widely open. No attempt is
made to close this wound. The operation may be done bloodlessly,
under the Martin rubber bandage, but whether this be used or not
any vessel which can be recognized as such should be tied;
otherwise the wound is snugly packed with gauze (upon which I like
to use Peru balsam). An ample surgical dressing is applied over it.
This is covered with gutta-percha tissue, to prevent too free access
of air to the blood which will ooze into the dressing, and the whole is
then covered with a starch bandage, in overcorrected position; this is
left, according to circumstances, for from three days to a week—the
longer the better. Then everything is removed, fresh gauze placed in
the wound, which will be found already largely filled up; fresh
dressings are applied, and the foot put up in plaster of Paris, with or
without a fenestrum or any provision by which the region of the
wound may be easily uncovered for necessary renewal of dressing.
It is in the most pronounced types of cases only, with marked bone
deformity, or those in which previous operations have failed, that the
still more radical division or removal of some part of the tarsus is
necessary. As to this no universal rule can be applied save this: take
out sufficient to correct deformity. In some cases it will be sufficient to
excise the astragalus (astragalectomy). In other cases it is better to
remove a wedge-shaped piece of the tarsus, without reference to the
name of the bones attacked (tarsectomy). I have never found it
necessary to touch the external malleolus, though this has been
suggested, nor to do osteotomy of the calcis or of the leg bones
above the ankle, as a few have done.
These operations are usually practised, after a preliminary
stretching, through a curved incision on the outer aspect of the foot,
through which, at the same time, the thickened bursæ may be
removed, or the callosities included in the incision. The chief
convexity of the incision should be over the os calcis at its anterior
portion. As the dissection is made the tendons are drawn aside and
spared. If it be necessary to divide one or more of them it should be
re-united later. According to the density of the structures a strong
knife may be used, and strong scissors, or an osteotome
manipulated either by hand or with the hammer. After sufficient V-
shaped or wedge-shaped bone has been removed the defect should
be held together, if practicable, by buried tendon sutures or wire; it is
rarely necessary to use drainage. The external wound may be
loosely closed with buried sutures, a suitable dressing applied, and
the foot put up in a rigid splint; this should permit of removal, or at
least inspection of the wound after a few days, for renewal of those
dressings which are saturated with blood and for application of new
dressings. After this the foot and leg should be put up in
overcorrected position in plaster of Paris.
In aggravated cases of club-foot Wilson believes combined
operation to give better functional results than can be obtained by
any other method. The astragaloscaphoid joint is exposed by an
incision over the prominence of the scaphoid, and, being cleared, is
opened with chisel or bone forceps, while sufficient of the articular
surfaces is removed to destroy them as such and to take out a
sufficiently large wedge-shaped piece from either bone so that the
desired arch of the foot is restored, or even exaggerated. Then the
tendon of the extensor proprius hallucis is exposed and divided just
above the great toe, the upper end of the tendon being drawn out
through the first incision. To Fig. 263
this end is attached a strong
silk ligature. The scaphoid is
then perforated with a bone
drill at some distance from its
superficial aspect and at such
an angle, with the foot in
correct position, that the
canal thus made shall be in
line with the action of the
tendon. The drill is then
withdrawn and the tendon
passed through the opening
by means of its attached silk.
One inch beyond the bony
canal the tendon is cut off
and split in halves, each half
being turned in opposite
direction and fastened to the
periosteum of the scaphoid
with fine silk, while the foot is
held in overcorrected
position, so that the tendon is
sewed in its new place under
moderate tension. The foot is
then dressed in this
overcorrected position in
plaster of Paris, the splint
extending nearly to the knee,
and the wound area being
exposed by a fenestrum cut
in the splint before it is hard.
The location of the incision
over the dorsum or outer
aspect of the foot may be
varied to suit the needs of the
case and the method of the
attack. In a general way a flap
of soft tissues is raised and
tendons, so far as possible, Park’s club foot brace.
are held outward. This is
usually practicable, and it is rarely necessary to divide the latter.
After operation of any type and recovery from the same it will be
necessary for a long time to have the patient wear a corrective
appliance. This should be applied as early as possible, and should
be worn continuously, i. e., night and day; inasmuch as growth is
continuous there should also be continued correctional influences.
Many types of apparatus have been devised. That which the writer
has found effective and has adopted for a number of years is
illustrated in Fig. 263. It may be made single or double, as occasion
requires. A part of the appliance is a spiral spring and a provision for
a constant outward pressure is made upon the foot, by which
inversion is more easily overcome, as well as any inward spiral twist
of the bones of the leg. No such apparatus can be made effective
unless connected suitably with a waist-band. This is, therefore,
included in the shoe shown in Fig. 263. Furthermore the appliance
should be so made as to permit adjustment commensurate with the
rapid growth of the patient, and in order that it need not be too often
renewed. Some degree of mechanical ability is required for its
application and management. The principles are, however, easily
mastered and most parents can soon learn to manage it.
2. Talipes Valgus.—This condition is known also as talipes
planus, or, more briefly, pes planus, the
common names being flat-foot, splay-foot, or pronated foot. A
particularly painful variety has been often spoken of as pes planus
dolorosus.
This type of deformity is rarely of congenital origin. It is
characterized by abduction and pronation of the foot, on whose inner
border there often appear two prominences, one the head of the
astragalus the other the head of the scaphoid. The bones show
much less alteration in actual shape than in club-foot. The scaphoid
is deflected somewhat to the outer side and the astragalus turned a
little outward and downward. A prominent feature is that the arch of
the foot is more or less obliterated, while its inner border becomes
convex instead of remaining concave. This is due in large measure
to relaxation of the ligaments binding the foot to the calcis, especially
that extending from the astragalus (Fig. 264).
Etiology.—The common cause of the condition is lack of sufficient
strength of the parts to carry the weight of the superimposed body. It
is produced often by ill-fitting shoes, accompanied by excessive
strain or rapid growth and gain in weight. It is sometimes
complicated by a certain shortening of the gastrocnemius (Shaffer),
which prevents flexion to its complete degree and compels some
degree of eversion of the foot in completing a step. In some
instances it is induced by previous morbid conditions, such as
rickets, paralysis, diseases of the spinal cord, and postgonorrheal
arthritis. Ill-fitting footwear is the most common cause, as it
compresses the front part of the foot and prevents adaptation of the
foot to the position it should assume when the weight of the body is
thrown upon it. The effect of this weight is to necessitate a greater
divergence of the toes than such shoes permit and gradually causes
the patient to walk on the inside of the foot. Flat-foot is seldom seen
in those who habitually go barefooted.
The condition is best relieved by making a graphic record of each
case. This is done by making the barefooted patient step first on
smoked glass or on wet dusted paper, and then upon a piece of plain
paper. If such a print be compared with the print similarly obtained
from the normal foot it will be seen how different are the points of
contact and how differently distributed is the body weight. A non-
graphic but sufficient inspection may be afforded by having the
patient stand upon a stool whose top is made of glass and by using
a mirror beneath the feet. In any event it will be shown that the inner
border of the foot is at least nearly straight or even convex, whereas
it should be neither.