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as well as in underdeveloped countries. The global burden of shigellosis has
been estimated at over 163 million cases per year with nearly 1 million deaths,
the majority occurring in children less than 5 years of age ( Kotloff et al., 1999 ).
The appropriateness of a chapter on Shigella in a topic devoted to pathogenic
E. coli derives from the fact that EIEC cause dysentery that is clinically indis-
tinguishable from that caused by members of the Shigella genus. In addition,
an abundance of studies starting with the DNA-DNA hybridization work of
Brenner et al. (1969) to multilocus enzyme electrophoresis ( Pupo et al., 1997 )
and whole genome sequencing ( Touchon et al., 2009 ; Sims and Kim, 2011 )
unequivocally establish that Shigella spp. are clones of E. coli . In this chap-
ter, we will consider these pathogens together. Since the vast majority of the
research on the pathogenesis of bacillary dysentery has been done on Shigella ,
we will focus on these organisms. No single review can be completely compre-
hensive. Therefore, the reader is encouraged to refer to several excellent recent
reviews for additional information ( Parsot, 2005 ; Schroeder and Hilbi, 2008 ).
Classification and biochemical characteristics
The Japanese microbiologist Shiga isolated an organism ( Shigella dysente-
riae ) from the dysenteric stool of a stricken individual in 1898. Three more
Shigella species ( S. boydii, S. flexneri , and S. sonnei ) were subsequently identi-
fied and grouped by serotype and metabolic activities. The four species of the
genus Shigella are grouped serologically (41 serotypes) based on their somatic
O-antigens: S. dysenteriae (group A), S. flexneri (group B), S. boydii (group C) ,
and S. sonnei (group D). As members of the family Enterobacteriaceae , they
are closely related to the salmonellae ( Ochman et al., 1983 ). Shigella are non-
motile, Gram-negative rods. Some important biochemical characteristics that
distinguish these bacteria from other enterics are their inability to utilize citric
acid as a sole carbon source and their inability to ferment lactose, although some
strains of S. sonnei may ferment lactose slowly. They are oxidase-negative, do
not produce H 2 S (except for S. flexneri 6 and S. boydii serotypes 13 and 14),
and do not produce gas from glucose. Shigella spp. are inhibited by potassium
cyanide and do not synthesize lysine decarboxylase ( Ewing, 1986 ).
Based on the cumulative sequence evidence from 16S rRNA genes, multiple
housekeeping genes, and whole genome comparisons, the pathogenic Shigella
can be considered a subset of non-pathogenic E. coli ( Cilia et al., 1996 ; Pupo
et al., 1997 ; Shu et al., 2000 ; Jin et al., 2002 ). Although phylogenetically it would
be more accurate to treat Shigella as pathotypes of E. coli , the members of the
genus Shigella continue to be divided for historical and medical purposes into
the four species or subgroups described above ( Strockbine and Maurelli, 2005 ).
Enteroinvasive E. coli (EIEC) isolates that cause a diarrheal illness identical
to Shigella dysentery were identified in the 1970s ( DuPont et al., 1971 ; Tulloch
et al., 1973 ). The pathogenic and biochemical properties that EIEC share with
Shigella pose a problem for distinguishing these pathogens. For example, unlike
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