Simulation of elbow and forearm motion in vitro using a load controlled testing apparatus

The Effect of Elbow Flexion On Valgus Carrying Angle

PURPOSE

This study aimed to examine the effect of flexion on valgus carrying angle in the human elbow using a dynamic elbow testing apparatus.

METHODS

Active elbow motion was simulated in seven cadaveric upper extremities. Six electromechanical actuators simulated muscle action, while 6 degrees-of-freedom joint motion was measured with an optical tracking system to quantify the kinematics of the ulna with respect to the humerus as the elbow was flexed at the side position. Repeatability of the testing apparatus was assessed in a single elbow over five flexion-extension cycles. The varus angle change of each elbow was compared at different flexion angles with the arm at 0° of humerothoracic abduction or dependent arm position.

RESULTS

The testing apparatus achieved excellent kinematic repeatability (intraclass correlation coefficient, >0.95) throughout flexion and extension. All elbows decreased their valgus carrying angle during flexion from 0° to 90° when the arm was maintained at 0° of humerothoracic abduction. Elbows underwent significant total varus angle change from full extension of 3.9° ± 3.4° (P = .007), 7.3° ± 5.2° (P = .01), and 8.9° ± 7.1° (P = .02) at 60°, 90°, and 120° of flexion, respectively. No significant varus angle change was observed between 0° and 30° of flexion (P = .66), 60° and 120° of flexion (P = .06), and 90° and 120° of flexion (P = .19).

CONCLUSIONS

The dynamic elbow testing apparatus characterized a decrease of valgus carrying angle during elbow flexion and found that most varus angle changes occurred between 30° and 90° of flexion. All specimens underwent varus angle change until at least 90° of flexion.

CLINICAL RELEVANCE

Our model establishes the anatomic decrease in valgus angle by flexion angle in vitro and can serve as a baseline for testing motion profiles of arthroplasty designs and ligamentous reconstruction in the dependent arm position. Future investigations should focus on characterizing motion profile change as the arm is abducted away from the body.

The Effect of Arm Abduction and Forearm Muscle Activation on Kinematics During Elbow Flexion

Purpose

As the elbow flexes with the arm at the side (0° humerothoracic abduction, HTA), it loses its valgus carrying angle. When the arm is abducted to 90° HTA, a varus torque tensions the lateral ligaments. Our purpose was to quantify the effect of abduction on elbow kinematics during active motion and the effect of lateral forearm muscle activation. We hypothesized that arm abduction would increase elbow varus angulation throughout flexion, and lateral forearm muscle activation would decrease varus angulation.

Methods

A dynamic elbow testing apparatus was employed in six human cadaver arms at two levels of arm abduction, 0° and 90° HTA. Six electromechanical actuators simulated muscle action, whereas joint position was measured to quantify the relationship between the forearm and humerus as the elbow was actively flexed.

Results

All elbows maintained greater varus angle with the arm at 90° HTA compared with 0° HTA, significant at 60° flexion, 4.3° versus 3.4°, 90° flexion, 8.0° versus 6.8°, and 120° flexion, 10.5° versus 8.9°. The abducted elbow demonstrated less varus angle when the lateral stabilizers were activated. A significant difference was found at 30° flexion, 0.9 versus 1.5, 60° flexion, 3.8 versus 4.3, and 90° flexion, 7.6 versus 8.0.

Conclusions

Elbow joint coronal plane kinematics were influenced by abduction of the arm to 90° HTA, and greater elbow varus angles were found throughout flexion when compared with the arm at side position (0° HTA). In addition, activation of lateral forearm muscles (90° HTA + Lat Stab) decreased elbow varus angulation throughout flexion.

Clinical relevance

Understanding the effect of varus torque on elbow biomechanics and the degree to which these effects are countered through dynamic stabilization may assist in arthroplasty and ligamentous reconstruction designs.

An ultrasound and shear wave elastography study: effect of grip on medial elbow joint morphology during valgus stress

BACKGROUND

The flexor pronator mass (FPM) is an important dynamic stabilizer to valgus stress at the elbow and has been reported to protect against ulnar collateral ligament (UCL) injury. Active gripping and pronation have demonstrated reduced ulnohumeral joint space and change in material properties of the UCL when examined in vivo via ultrasound. No studies have utilized ultrasonography and shear wave elastography to characterize the medial elbow's response to FPM activation under valgus stress. This cross-sectional, repeated measures study aims to characterize medial elbow changes in UCL and FPM tissue stiffness and joint space width (JSW) during valgus stress with incremental FPM activation through gripping.

METHODS

Thirteen participants (6 male, 7 female) aged 18-40 year with a BMI < 30 and no history of upper extremity injury were included in this study. Elbows were placed in a telos stress device at 30° of flexion and a 100N valgus stress was applied. Participants then activated the FPM by gripping a spherical dynamometer at 100, 75, 50, 25, and 0% of maximal grip strength. UCL thickness, ulnohumeral (UH) JSW, UCL stiffness, and FPM stiffness were measured for each condition and compared via a two-way repeated measures ANOVA and a post hoc Fischer's Least Significant Difference test.

RESULTS

Men and women showed no baseline differences in UCL thickness or UH JSW. JSW was significantly wider under valgus load, 2.22 ± 0.42 mm vs. 2.99 ± 0.46 mm in males and 2.15 ± 0.41 mm vs. 2.99 ± 0.55 mm in females (p < 0.05). No statistically significant differences were demonstrated in UH JSW by gripping force magnitude and differences by sex were not observed. Additionally, no significant changes in tissue stiffness were observed during dynamic conditions for shear wave velocities for either the UCL or FPM.

CONCLUSION

Gripping does not change UH JSW or medial elbow tissue stiffness in the joint testing configuration and external loading conditions applied in this study. This suggests that gripping may not be as protective during the high valgus stress observed in baseball pitching as believed, and that the influence of FPM activity may be joint position or load dependent.

Stabilizing effect of an elbow orthosis with an adjustable hinge axis after lateral collateral ligament injury: A biomechanical study

Background

Current commercial elbow braces have a straight hinge that does not account for the native carrying angle of the elbow. The objective of this study was to determine the effectiveness of a custom-designed hinged elbow orthosis (HEO) with variable valgus angulations in stabilizing a lateral collateral ligament (LCL) deficient elbow.

Methods

Eight cadaveric upper extremities were mounted in an elbow motion simulator in the abducted varus gravity-loaded position. The specimens were examined before and after simulated LCL injury and then with the addition of the custom-designed HEO with 0°, 10°, and 20° of valgus angulation. Kinematic data were recorded using an electromagnetic tracking system.

Results

The LCL injured state with or without the brace resulted in significant increases in varus angulation of the elbow compared to the intact state in both pronation and supination (P < 0.05). There were no significant differences in varus-valgus angulation or ulnohumeral rotation between any of the brace angles and the LCL injured state with the forearm pronated and supinated.

Discussion

The custom-designed HEO did not provide any additional stability to the LCL injured elbow. The varus arm position should be avoided during the rehabilitation of an LCL injured elbow even when an HEO is used.

Active Motion Laboratory Test Apparatus for Evaluation of Total Elbow Prostheses

Purpose

The goal of this study was to develop a dynamic elbow testing apparatus that reproduces active joint motion at different shoulder positions to quantify the capabilities of total elbow arthroplasty designs.

Methods

We designed a testing apparatus to create active cyclic elbow joint motion in human cadaveric and sawbones composite upper extremities. Two pneumatic actuators recreated humerus-originating muscles while rubber bands simulated forearm muscle action. Arthroplasty durability was quantified through laxity assessment at predetermined cyclic loading intervals.

Results

Humeral forces were recorded in three specimens to generate active elbow motion at different degrees of shoulder abduction. The laxity in varus and valgus was measured as deflection between two fixed markers.

Conclusions

In vitro simulation of elbow biomechanics through active cyclic elbow motion at different degrees of shoulder abduction may characterize in vivo performance of total elbow arthroplasty.

Clinical relevance

Quantifying total elbow arthroplasty stability after cyclic loading in different shoulder positions may assist preclinical evaluation of arthroplasty designs.

A Dynamic Elbow Testing Apparatus for Simulating Elbow Joint Motion in Varying Shoulder Positions

Purpose

To develop and evaluate the capabilities of a dynamic elbow testing apparatus that simulates unconstrained elbow motion throughout the range of humerothoracic (HTA) abduction.

Methods

Elbow flexion was generated by six computer-controlled electromechanical actuators that simulated muscle action, while six degree-of-freedom joint motion was measured using an optical tracking device. Repeatability of joint kinematics was assessed at four HTA angles (0°, 45°, 90°, 135°) and with two muscle force combinations (A1-biceps brachialis, brachioradialis and A2-biceps, brachioradialis). Repeatability was determined by comparing kinematics at every 10° of flexion over five flexion-extension cycles (0° to 100°).

Results

Multiple muscle force combinations can be used at each HTA angle to generate elbow flexion. Trials showed that the testing apparatus produced highly repeatable joint motion at each HTA angle and with varying muscle force combinations. The intraclass correlation coefficient was greater than 0.95 for all conditions.

Conclusions

Repeatable smooth cadaveric elbow motion was created that mimicked the in vivo situation.

Clinical relevance

These results suggest that the dynamic elbow testing apparatus can be used to characterize elbow biomechanics in cadaver upper extremities.

The effect of lateral collateral ligament repair tension on elbow stability: An in vitro biomechanical study

BACKGROUND

The aim of this study was to determine the optimal repair tension of the lateral collateral ligament of the elbow by performing simulated active flexion with the arm in the varus gravity loaded position using an in vitro elbow simulator.

METHODS

Eight cadaveric specimens were mounted in the varus gravity loaded orientation onto an elbow motion simulator. Four states were studied (intact, lateral collateral ligament injured, and 15 N and 20 N lateral collateral ligament repairs) with the forearm in supination and pronation. An electromagnetic tracking system was used to measure joint kinematics during active elbow flexion.

FINDINGS

There was no difference in ulnohumeral rotation between the intact state and the 15 N repair (P = .150 for pronation; P = 1.0 for supination) or the 20 N repair (P = 1.0 for pronation; P = .568 for supination). For varus-valgus angulation, the 20 N repair was not statistically different from the intact state (P = .059 in pronation; P = 1.0 in supination).

INTERPRETATION

Repair of the lateral collateral ligament following injury can restore joint kinematics with the arm in the varus position. A repair tension of 20 N was successful in restoring joint stability for simulated active motion with the forearm in pronation and supination. This study shows that when the lateral collateral ligament is repaired with adequate tension, avoidance of the varus position may not be as crucial during early motion.

Overhead arm positioning in the rehabilitation of elbow dislocations: An in vitro biomechanical study

STUDY DESIGN

In vitro biomechanical study.

INTRODUCTION

Elbow stiffness is a common complication following elbow dislocation. Overhead exercises have been proposed to initiate early motion to reduce stiffness through employing gravity to stabilize the elbow. The implications of this position with regard to elbow kinematics after dislocation have not been reported.

PURPOSE OF THE STUDY

To determine the influence of the overhead position on elbow stability following combined medial and lateral collateral ligament (MCL and LCL) injuries.

METHODS

Passive and simulated active extension were performed on 11 cadaveric elbows with the arm in the overhead, dependent, and horizontal positions and with the forearm in pronation, neutral, and supination. Internal-external rotation (IER) and varus-valgus angulation (VVA) of the ulnohumeral joint were assessed for the intact elbow and after simulated MCL-LCL injury. Repeated-measures analyses of variance were conducted to analyze the effects of elbow state, arm position, forearm rotation, and extension angle.

RESULTS

During passive extension with the arm overhead, the pronated position resulted in more internal rotation than supination (-2.6 ± 0.7°, P = .03). There was no effect of forearm rotation on VVA. The overhead position increased internal rotation relative to the dependent position when the forearm was neutral (-8.5 ± 2.5°, P = .04) and relative to the horizontal position when the forearm was supinated (-12.7 ± 2.2°, P= .02). During active extension, pronation increased valgus angle compared to the neutral (+1.2 ± 0.3°, P= .04) and supinated (+1.5 ± 0.4°, P= .03) positions, but did not affect IER. There was no difference between active and passive motion with the arm overhead (P > .05).

DISCUSSION

Movement of the injured elbow in the overhead position most closely replicated kinematics of the intact elbow compared to the other arm positions.

CONCLUSIONS

Overhead elbow extension results in similar kinematics between an intact elbow and an elbow with MCL and LCL tears. As such, therapists might consider early motion in this position to reduce the risk of elbow stiffness after dislocation.

The role of biceps loading and muscle activation on radial head stability in anterior Monteggia injuries: An in vitro biomechanical study

INTRODUCTION

Little evidence-based information is available to direct the optimal rehabilitation of patients with anterior Monteggia injuries.

PURPOSE OF THE STUDY

The aims of this biomechanical investigation were to (1) quantify the effect of biceps loading and (2) to compare the effect of simulated active and passive elbow flexion on radial head stability in anterior Monteggia injuries.

STUDY DESIGN

In vitro biomechanical study.

METHODS

Six cadaveric arms were mounted in an elbow motion simulator. The effect of biceps loading, simulated active and passive elbow flexion motions was examined with application of 0N, 20N, 40N, 60N, 80N, and 100N of load. Simulated active and passive elbow flexion motions were then performed with the forearm supinated. Radial head translation relative to the capitellum was measured using an optical tracking system. After testing the intact elbows, the proximal ulna was osteotomized and realigned using a custom jig to simulate an anatomical reduction. We then sequentially sectioned the anterior radiocapitellar joint capsule, annular ligament, quadrate ligament, and the proximal and middle interosseous membrane to simulate soft tissue injuries commonly associated with anterior Monteggia fractures.

RESULTS

Greater magnitudes of biceps loading significantly increased anterior radial head translation. However, there was no significant difference in radial head translation between simulated active and passive elbow flexion except in the final stage of soft tissue sectioning. There was a significant increase in anterior radial head translation with progressive injury states with both isometric biceps loading and simulated active and passive motion.

CONCLUSIONS

Our results demonstrate that anatomic reduction of the ulna may not be sufficient to restore radial head alignment in anterior Monteggia injuries with a greater magnitude of soft tissue injury. In cases with significant soft tissue injury, the elbow should be immobilized in a flexed and supinated position to allow relaxation of the biceps and avoid movement of the elbow in the early postoperative period.

Effect of ulnar angulation and soft tissue sectioning on radial head stability in anterior Monteggia injuries: an in vitro biomechanical study

BACKGROUND

Radial head instability continues to be a challenge in the management of anterior Monteggia injuries; however, there is a paucity of literature on the factors that contribute to this instability. The aim of this biomechanical investigation was to examine the effects of ulnar angulation and soft tissue insufficiency on radial head stability in anterior Monteggia injuries.

METHODS

Six cadaveric arms were mounted in an elbow motion simulator. Radial head translation was measured during simulated active elbow flexion with the forearm supinated. After testing the elbows in the intact state, the ulna was osteotomized and tested at 0°, 10°, 20°, and 30° of extension angulation. To examine the effect of soft tissue insufficiency, the anterior radiocapitellar joint capsule, annular ligament, quadrate ligament, and the proximal and middle interosseous membrane (IOM) were sequentially sectioned.

RESULTS

There was a significant increase in anterior radial head translation with greater ulnar extension angulation. Sequential soft tissue sectioning also significantly increased anterior radial head translation. There was no increase in radial head translation with isolated sectioning of the anterior radiocapitellar joint capsule. Additional sectioning of the annular ligament and quadrate ligament slightly increased anterior radial head translation but did not reach statistical significance. Subsequent sectioning of the proximal and middle IOM resulted in significant increases in anterior radial head translation.

CONCLUSION

Our study demonstrates that progressive ulnar extension angulation results in an incremental increase in anterior radial head translation in anterior Monteggia injuries. Moreover, increasing magnitudes of soft tissue disruption result in greater anterior radial head instability.

The Effectiveness of a Hinged Elbow Orthosis in Medial Collateral Ligament Injuries: An In Vitro Biomechanical Study

BACKGROUND

Medial collateral ligament (MCL) injuries are common after elbow trauma and in overhead throwing athletes. A hinged elbow orthosis (HEO) is often used to protect the elbow from valgus stress early after injury and during early return to play. However, there is minimal evidence regarding the efficacy of these orthoses in controlling instability and their influence on long-term clinical outcomes.

PURPOSE

(1) To quantify the effect of an HEO on elbow stability after simulated MCL injury. (2) To determine whether arm position, forearm rotation, and muscle activation influence the effectiveness of an HEO.

STUDY DESIGN

Controlled laboratory study.

METHODS

Seven cadaveric upper extremity specimens were tested in a custom simulator that enabled elbow motion via computer-controlled actuators and motors attached to relevant tendons. Specimens were examined in 2 arm positions (dependent, valgus) and 2 forearm positions (pronation, supination) during passive and simulated active elbow flexion while unbraced and then while braced with an HEO. Testing was performed in intact elbows and repeated after simulated MCL injury. An electromagnetic tracking device measured valgus angulation as an indicator of elbow stability.

RESULTS

When the arm was dependent, the HEO increased valgus angle with the forearm in pronation (+1.0°± 0.2°, P = .003) and supination (+1.5°± 0.0°, P = .006) during active motion. It had no significant effect on elbow stability during passive motion. In the valgus position, the HEO had no effect on elbow stability during passive or active motion in pronation and supination. With the arm in the valgus position with the HEO, muscle activation reduced instability during pronation (-10.3°± 2.5°, P = .006) but not supination (P = .61).

CONCLUSION

In this in vitro study, this HEO did not enhance mechanical stability when the arm was in the valgus and dependent positions after MCL injury.

CLINICAL RELEVANCE

After MCL injury, an HEO likely does not provide mechanical elbow stability during rehabilitative exercises or when the elbow is subjected to valgus stress such as occurs during throwing.

The effect of torsional moments on the posterolateral rotatory stability of a lateral ligament deficient elbow: An in vitro biomechanical investigation

BACKGROUND

Clinical tests for posterolateral rotatory instability of the elbow apply external torsional moments to the forearm; however, biomechanical studies of lateral collateral ligament injuries and their surgical repair, reconstruction and rehabilitation have primarily relied on varus gravity loading to quantify instability. The aim of this investigation was to determine the effect of torsional moments on the posterolateral rotatory instability of the lateral ligament deficient elbow.

METHODS

Six cadaveric arms were tested in an elbow motion simulator with the arm in the varus position. A threaded outrigger was inserted on the dorsal aspect of the proximal ulna to suspend 400 g, 600 g, and 800 g of weight to allow torsional moments of 0.12, 0.18, and 0.23 Nm respectively on the ulna. An injured model was created by sectioning of the common extensor origin, and the lateral collateral ligament.

FINDINGS

During simulated active flexion with the arm in varus, the injured model resulted in a significant increase in external rotation of the ulnohumeral articulation with the forearm both pronated and supinated (pronation: P = .021; supination: P = .015). The application of torsional moments to the lateral ligament deficient elbow resulted in a significant increase in the posterolateral rotatory instability of the elbow.

INTERPRETATION

This investigation demonstrates that the application of even small amounts of external torsional moments on the forearm with the arm in the varus position increases the rotational instability of the lateral ligament deficient elbow. During clinical examination for posterolateral rotatory instability and biomechanical studies of lateral ligament injury, the application of external torsion to the forearm should be considered to detect subtle instability.

LEVEL OF EVIDENCE

Basic Science Study.

Role of the anconeus in the stability of a lateral ligament and common extensor origin-deficient elbow: an in vitro biomechanical study

BACKGROUND

The role of the anconeus in elbow stability has been a long-standing debate. Anatomic and electromyographic studies have suggested a potential role as a stabilizer. However, to our knowledge, no clinical or biomechanical studies have investigated its role in improving the stability of a combined lateral collateral ligament and common extensor origin (LCL + CEO)-deficient elbow.

METHODS

Seven cadaveric upper extremities were mounted in an elbow motion simulator in the varus position. An injured model was created by sectioning of the CEO and the LCL. The anconeus tendon and its aponeurosis were sutured in a Krackow fashion and tensioned to 10 N and 20 N using a transosseous tunnel. Varus-valgus angles and ulnohumeral rotations were recorded using an electromagnetic tracking system during simulated active elbow flexion with the forearm pronated and supinated.

RESULTS

During active motion, the injured model resulted in a significant increase in varus angulation (P = .0001 for pronation; P = .001 for supination) and external rotation (P = .001 for pronation; P = .003 for supination) of the ulnohumeral articulation compared with the intact state. Tensioning of the anconeus significantly decreased the varus angulation (P = .006 for 10 N pronation; P = .0001 for 20 N pronation; P = .0001 for 10 N supination; P = .0001 for 20 N supination) and external rotation angle (P = .008 for 10 N pronation; P = .0001 for 20 N pronation; P = .0001 for 10 N supination; P = .0001 for 20 N supination) of the injured elbow.

CONCLUSIONS

In the highly unstable varus elbow orientation, anconeus tensioning restores the in vitro stability of a combined LCL + CEO-deficient elbow during simulated active motion with the forearm in both pronation and supination. These results may have several clinical implications in managing symptomatic lateral elbow instability.

The Effect of Inhomogeneous Trabecular Stiffness Relationship Selection on Finite Element Outcomes for Shoulder Arthroplasty

An important feature of humeral orthopedic finite element (FE) models is the trabecular stiffness relationship. These relationships depend on the anatomic site from which they are derived; but have not been developed for the humerus. As a consequence, humeral FE modeling relies on relationships for other anatomic sites. The variation in humeral FE outcomes due to the trabecular stiffness relationship is assessed. Stemless arthroplasty FE models were constructed from CT scans of eight humeri. Models were loaded corresponding to 45 deg and 75 deg abduction. Each bone was modeled five times with the only variable being the trabecular stiffness relationship: four derived from different anatomic-sites and one pooled across sites. The FE outcome measures assessed were implant-bone contact percentage, von Mises of the change in stress, and bone response potential. The variance attributed to the selection of the trabecular stiffness relationship was quantified as the standard deviation existing between models of different trabecular stiffness. Overall, variability due to changing the trabecular stiffness relationship was low for all humeral FE outcome measures assessed. The variability was highest within the stress and bone formation potential outcome measures of the trabecular region. Variability only exceeded 10% in the trabecular stress change within two of the eight slices evaluated. In conclusion, the low variations attributable to the selection of a trabecular stiffness relationship based on anatomic-site suggest that FE models constructed for shoulder arthroplasty can utilize an inhomogeneous site-pooled trabecular relationship without inducing marked variability in the assessed outcome measures.

The contribution of the posterolateral capsule to elbow joint stability: a cadaveric biomechanical investigation

BACKGROUND

Elbow posterolateral rotatory instability occurs after an injury to the lateral collateral ligament complex (LCLC) in isolation or in association with an osteochondral fracture of the posterolateral margin of the capitellum (Osborne-Cotterill lesion [OCL]). The contribution to elbow stability of the posterolateral capsule, attached to this lesion, is unknown. This study quantified the displacement of the radial head on simulated posterior draw with sectioning of the posterior capsule (a simulated OCL) or LCLC.

METHODS

Biomechanical testing of the elbow was performed in 8 upper limb cadavers. With the elbow 0°, 30°, 60°, and 90° degrees of flexion, posterior displacement of the radius was measured at increments of a load of 5 N up to 50 N. A simulated OCL and LCLC injury was then performed.

RESULTS

A simulated OCL results in significantly more displacement of the radial head compared with the intact elbow at 30° to 60° of elbow flexion. LCLC resection confers significantly more displacement. An OCL after LCLC resection does not create further displacement.

CONCLUSIONS

The degree of radial head displacement is greater after a simulated OCL at 30° to 60° of flexion compared with the intact elbow with the same load but not as great as seen with sectioning of the LCLC. This study suggests that the posterior capsule attaching to the back of the capitellum is important to elbow stability and should be identified as the Osborne-Cotterill ligament. Clinical studies are required to determine the importance of these biomechanical findings.

In Vitro Kinematic Assessment of a Hinged Elbow Orthosis Following Lateral Collateral Ligament Injury

PURPOSE

Elbow lateral collateral ligament injuries (LCLI) are often managed with protected mobilization using a hinged elbow orthosis (HEO). The objective of this investigation was to determine the effectiveness of an HEO in stabilizing the elbow following LCLI.

METHODS

Seven fresh-frozen cadaveric upper extremity specimens were studied using a custom simulator that enabled elbow motion via computer-controlled actuators and servomotors attached to relevant tendons. Specimens were examined in 4 arm positions (dependent, overhead, horizontal, and varus) and 2 forearm positions (pronation and supination) during both passive and simulated active elbow extension. Specimens were examined before and after simulated LCLI, and then with the addition of an HEO. The lateral collateral ligament, common extensor origin, and lateral elbow capsule were sectioned in the injury model. An electromagnetic tracking system measured ulnohumeral kinematics.

RESULTS

The orthosis did not change elbow stability in any arm position during active motion. Muscle activation and forearm pronation enhanced stability in the dependent, horizontal, and varus positions while the HEO was applied.

CONCLUSIONS

This HEO does not improve the in vitro stability of the elbow following simulated LCLI.

CLINICAL RELEVANCE

An HEO may be safe to use during active motion, but when a patient is not activating the muscles normally (ie, owing to fatigue or cognitive impairment) and the arm is in positions in which the weight of the orthosis might increase joint distraction, an HEO may be harmful. If an HEO is used, the forearm should be braced in pronation following LCLI.

The effects of wrist motion and hand orientation on muscle forces: A physiologic wrist simulator study

Although the orientations of the hand and forearm vary for different wrist rehabilitation protocols, their effect on muscle forces has not been quantified. Physiologic simulators enable a biomechanical evaluation of the joint by recreating functional motions in cadaveric specimens. Control strategies used to actuate joints in physiologic simulators usually employ position or force feedback alone to achieve optimum load distribution across the muscles. After successful tests on a phantom limb, unique combinations of position and force feedback – hybrid control and cascade control – were used to simulate multiple cyclic wrist motions of flexion-extension, radioulnar deviation, dart thrower’s motion, and circumduction using six muscles in ten cadaveric specimens. Low kinematic errors and coefficients of variation of muscle forces were observed for planar and complex wrist motions using both novel control strategies. The effect of gravity was most pronounced when the hand was in the horizontal orientation, resulting in higher extensor forces (p < 0.017) and higher out-of-plane kinematic errors (p < 0.007), as compared to the vertically upward or downward orientations. Muscle forces were also affected by the direction of rotation during circumduction. The peak force of flexor carpi radialis was higher in clockwise circumduction (p = 0.017), while that of flexor carpi ulnaris was higher in anticlockwise circumduction (p = 0.013). Thus, the physiologic wrist simulator accurately replicated cyclic planar and complex motions in cadaveric specimens. Moreover, the dependence of muscle forces on the hand orientation and the direction of circumduction could be vital in the specification of such parameters during wrist rehabilitation.

Optimizing the rehabilitation of elbow lateral collateral ligament injuries: a biomechanical study

BACKGROUND

Elbow lateral collateral ligament (LCL) injury may arise after trauma or lateral surgical approaches. The optimal method of rehabilitating the LCL-insufficient elbow is unclear. Therapists often prescribe active motion exercises with the forearm pronated. Recently, overhead exercises have become popular as they may enable gravity to compress the elbow joint, improving stability, although this has not been proved biomechanically. This investigation aimed to quantify the effects of several variables used in LCL injury rehabilitation on elbow stability.

METHODS

Seven cadaveric specimens were tested in a custom elbow motion simulator in 3 arm positions (overhead, dependent, and varus) and 2 forearm positions (pronation and supination) during passive and simulated active elbow extension. Three injury patterns were studied (intact, LCL injury, and LCL with common extensor origin injury). An electromagnetic tracking device measured ulnohumeral kinematics.

RESULTS

Following combined LCL and common extensor origin injury, overhead positioning enhanced elbow stability relative to the other arm positions (P < .01 in pronation; P = .04 in supination). Active motion stabilized the LCL-deficient elbow in the dependent (P = .02) and varus (P < .01) positions. Pronation improved stability in the overhead (P = .05), dependent (P = .06), and varus (P < .01) positions.

CONCLUSIONS

Rehabilitation with the arm overhead improves elbow stability after LCL injury. Initiating earlier range of motion in this "safe position" might decrease elbow stiffness and allow optimal ligament healing. If exercises are done in the dependent position, active motion with forearm pronation should be encouraged. Varus arm positioning should be avoided.

Kinematics of Ulnar Head Arthroplasty

This in vitro study evaluated the performance of an ulnar head replacement. A joint simulator was employed that produced active forearm rotation in cadaveric specimens, with motion measured using an electromagnetic tracking system. The kinematics of the intact forearm were compared with a partial ulnar head replacement and a full replacement (with and without soft-tissue reconstruction) and a full excision of the ulnar head. There were no differences between intact kinematics and those following prosthetic reconstruction. However, ulnar head excision produced distal radioulnar joint instability in the form of radioulnar convergence and increased anteroposterior translations.

Muscle Activity during Rapid Wrist Extension in People with Lateral Epicondylalgia

BACKGROUND

Individuals with lateral epicondylalgia (LE) have delayed upper limb reaction time (RT); however, it is unknown if the mechanisms of this dysfunction are related to neural processing or the affected forearm muscles. The aim of this study was to examine the timing of processes that occur before and after forearm muscles are activated during the RT task.

METHODS

Eleven LE (42 ± 11 yr) and 11 healthy controls (42 ± 11 yr) performed rapid wrist extension in response to an audio cue. Intramuscular EMG was obtained from extensor carpi radialis brevis (ECRB), extensor digitorum communis (EDC), extensor carpi ulnaris (ECU), and anconeus. Premotor time (PMT) was the duration from an audio cue to the onset of muscle activity, and motor time (MT) was the onset of muscle activity to the onset of wrist extension. Standard clinical assessments of LE were also performed.

RESULTS

RT was significantly slower (33; 95% CI, 1-66 ms) in the LE group. There were no group differences in PMT and the order of muscle activation. Instead, the MT of ECRB (18; 95% CI, 6-31 ms), EDC (12; 95% CI, 1-23 ms), ECU (28; 95% CI, 9-46 ms), and anconeus (33; 95% CI, 11-56 ms) showed significant delay in LE group. Regression analyses revealed that the duration of LE could predict RT, ECRB, and anconeus PMT, whereas cold pain threshold predicted ECRB MT.

CONCLUSIONS

Delayed RT in LE was predominantly caused by deficits in ECRB and EDC MT. This study provides preliminary evidence that in the people with longer LE symptoms, duration appeared to have faster RT, although confirmation of this finding is required before firm conclusions can be drawn.

Control of a wrist joint motion simulator: A phantom study

The presence of muscle redundancy and co-activation of agonist-antagonist pairs in vivo makes the optimization of the load distribution between muscles in physiologic joint simulators vital. This optimization is usually achieved by employing different control strategies based on position and/or force feedback. A muscle activated physiologic wrist simulator was developed to test and iteratively refine such control strategies on a functional replica of a human arm. Motions of the wrist were recreated by applying tensile loads using electromechanical actuators. Load cells were used to monitor the force applied by each muscle and an optical motion capture system was used to track joint angles of the wrist in real-time. Four control strategies were evaluated based on their kinematic error, repeatability and ability to vary co-contraction. With kinematic errors of less than 1.5°, the ability to vary co-contraction, and without the need for predefined antagonistic forces or muscle force ratios, novel control strategies - hybrid control and cascade control - were preferred over standard control strategies - position control and force control. Muscle forces obtained from hybrid and cascade control corresponded well with in vivo EMG data and muscle force data from other wrist simulators in the literature. The decoupling of the wrist axes combined with the robustness of the control strategies resulted in complex motions, like dart thrower׳s motion and circumduction, being accurate and repeatable. Thus, two novel strategies with repeatable kinematics and physiologically relevant muscle forces are introduced for the control of joint simulators.

Hemiarthroplasty of the elbow: the effect of implant size on joint congruency

BACKGROUND

Distal humeral hemiarthroplasty is a treatment option for elbow joint disease that predominantly affects the distal humerus, including distal humerus fractures, nonunions, and avascular necrosis. The effect of hemiarthroplasty implants on joint contact has not been reported. The purpose of this in vitro study was to quantify the effects of hemiarthroplasty and implant size on ulnohumeral joint congruency.

METHODS

Five fresh frozen cadaveric upper extremities were mounted to a custom elbow testing system. Active and passive motion were performed in dependent, horizontal, varus, and valgus positions. A registration and interbone distance algorithm was used to quantify ulnohumeral joint congruency throughout elbow flexion.

RESULTS

The optimally sized hemiarthroplasty implant demonstrated the greatest joint congruency with the ulna, followed by the oversized implant, then the undersized implant. Joint congruency was greater during active vs. passive flexion, indicating that the elbow joint is more reduced in active flexion than in passive flexion.

CONCLUSION

This study demonstrates that undersized distal humeral hemiarthroplasty implants have the lowest joint congruency compared with an optimally sized or oversized implant.

Inner Synovial Membrane Footprint of the Anterior Elbow Capsule: An Arthroscopic Boundary

Introduction. The purpose of this study is to describe the inner synovial membrane (SM) of the anterior elbow capsule, both qualitatively and quantitatively. Materials and Methods. Twenty-two cadaveric human elbows were dissected and the distal humerus and SM attachments were digitized using a digitizer. The transepicondylar line (TEL) was used as the primary descriptor of various landmarks. The distance between the medial epicondyle and medial SM edge, SM apex overlying the coronoid fossa, the central SM nadir, and the apex of the SM insertion overlying the radial fossa and distance from the lateral epicondyle to lateral SM edge along the TEL were measured and further analyzed. Gender and side-to-side statistical comparisons were calculated. Results. The mean age of the subjects was 80.4 years, with six male and five female cadavers. The SM had a distinctive double arched attachment overlying the radial and coronoid fossae. No gender-based or side-to-side quantitative differences were noted. In 18 out of 22 specimens (81.8%), an infolding extension of the SM was observed overlying the medial aspect of the trochlea. The SM did not coincide with the outer fibrous attachment in any specimen. Conclusion. The humeral footprint of the synovial membrane of the anterior elbow capsule is more complex and not as capacious as commonly understood from the current literature. The synovial membrane nadir between the two anterior fossae may help to explain and hence preempt technical difficulties, a reduction in working arthroscopic volume in inflammatory and posttraumatic pathologies. This knowledge should allow the surgeon to approach this aspect of the anterior elbow compartment space with the confidence that detachment of this synovial attachment, to create working space, does not equate to breaching the capsule. Alternatively, stripping the synovial attachment from the anterior humerus does not constitute an anterior capsular release.

Hemiarthroplasty of the elbow: the effect of implant size on kinematics and stability

BACKGROUND

Distal humeral hemiarthroplasty is a treatment option for distal humeral fractures, nonunions, and avascular necrosis. The biomechanical effects, however, have not been reported. The purpose of this in vitro study was to quantify the effects of hemiarthroplasty and implant size on elbow joint kinematics.

METHODS

Eight fresh-frozen cadaveric arms were mounted in an in vitro motion simulator. An electromagnetic tracking system quantified elbow kinematics. A custom distal humeral stem was implanted by use of navigation, and 3 humeral articular spools were evaluated: optimally sized, undersized, and oversized. Statistical analysis was performed with repeated-measures analysis of variance.

RESULTS

Distal humeral hemiarthroplasty altered elbow kinematics, regardless of implant size. In the valgus position, the optimally sized implant resulted in a mean increase in valgus angulation of 3° ± 1° (P = .003) as compared with the osteotomy control. In the varus position, the optimal and undersized implants both resulted in significant increases in varus angulation: 3° ± 1° (P = .01) and 3° ± 1° (P = .001), respectively. The undersized implant had the greatest alteration in kinematics, whereas the oversized implant best reproduced native elbow kinematics.

CONCLUSION

This study showed a small but significant alteration in elbow joint kinematics with placement of a distal humeral hemiarthroplasty implant, regardless of implant size. This could be due to errors in implant positioning and/or differences in the shape of the humeral implant relative to the native elbow. These changes in joint tracking may cause abnormal articular contact and loading, which may result in pain and cartilage degeneration over time.

The effect of radial head implant length on radiocapitellar articular properties and load transfer within the forearm

BACKGROUND

The effect of radial head implant length on forearm biomechanics is not well understood. This study examined the influence of an increase or a decrease in radial head implant length on forearm load transfer as measured by interosseous membrane (IOM) tension and changes in radiocapitellar joint contact properties.

METHODS

An upper extremity simulator was used to examine 6 cadaveric specimens with 5 different radial head implant lengths (-4 mm, -2 mm, anatomically correct, +2 mm, and +4 mm). A load-sensing device was woven into the fibers of IOM to quantify its tension. An interpositional pressure measurement sensor was used to determine radiocapitellar joint contact area and pressure. Axial loads of 160 N were applied to the forearm through active pronation and supination with the elbow fixed at 90 degrees of flexion.

RESULTS

Increasing radial head implant length by 4 mm unloaded the IOM in all cases. Decreasing implant length by 4 mm significantly increased the IOM tension (P = 0.005). No significant differences were found in IOM tension between the correct head implant length and the -2 mm implant (P = 0.29). Contact pressure significantly increased with increasing radial head implant length (P = 0.021) and contact area diminished with both an increase and a decrease in radial head implant length, but this was not statistically significant (P = 0.051).

CONCLUSIONS

Increasing radial head implant length decreased IOM tension and increased radiocapitellar joint contact pressure.

CLINICAL RELEVANCE

These findings illustrate the importance of precise restoration of radial length when performing a radial head replacement. If the native radial head length is difficult to accurately assess, avoid increasing the length of the radial head to prevent detrimental changes in the biomechanics of the forearm and the potential for clinically important radiocapitellar joint pathology.

Reconstruction of the coronoid process using the tip of the ipsilateral olecranon

BACKGROUND

Autograft reconstruction of the coronoid using the tip of the olecranon has been described as a treatment option for comminuted coronoid fractures or coronoid nonunions that are not repairable. The purpose of this in vitro biomechanical study of the coronoid-deficient elbow was to determine whether coronoid reconstruction using the tip of the ipsilateral olecranon would restore elbow kinematics.

METHODS

An elbow motion simulator was used to perform active and passive extension of six cadaveric arms in the horizontal, valgus, varus, and vertical orientations. Elbow kinematics were quantified with use of the screw displacement axis of the ulna with respect to the humerus. Testing was performed with an intact coronoid, a 40% coronoid deficiency, and a coronoid reconstruction using the tip of the ipsilateral olecranon.

RESULTS

Creation of a 40% coronoid deficiency resulted in significant changes (range, 3.6° to 10.9°) in the angular deviations of the screw displacement axis relative to the intact state during simulated active and passive extension in the varus orientation with the forearm in pronation and in supination (p < 0.05). Reconstruction of the coronoid using the ipsilateral olecranon tip restored the angular deviations to those in the intact state (p > 0.05) with the arm in all orientations except valgus, in which there was a small but significant difference (0.4° ± 0.2°, p = 0.04) during passive motion with forearm supination.

CONCLUSIONS

Reconstruction of the coronoid using the tip of the ipsilateral olecranon was an effective method for restoring normal kinematics over a range of elbow motion from 20° to 120° in a cadaveric model of an elbow with a 40% coronoid deficiency. This reconstruction technique may prove beneficial for patients with elbow instability due to coronoid deficiency.

Measuring dynamic in-vivo elbow kinematics: description of technique and estimation of accuracy

BACKGROUND

The objectives of this study were to characterize the translational and rotational accuracy of a model-based tracking technique for quantifying elbow kinematics and to demonstrate its in vivo application.

METHOD OF APPROACH

The accuracy of a model-based tracking technique for quantifying elbow kinematics was determined in an in vitro experiment. Biplane X-ray images of a cadaveric elbow were acquired as it was manually moved through flexion-extension. The 3D position and orientation of each bone was determined using model-based tracking. For comparison, the position and orientation of each bone was also determined by tracking the position of implanted beads with dynamic radiostereometric analysis. Translations and rotations were calculated for both the ulnohumeral and radiohumeral joints, and compared between measurement techniques. To demonstrate the in vivo application of this technique, biplane X-ray images were acquired as a human subject extended their elbow from full flexion to full extension.

RESULTS

The in vitro validation demonstrated that the model-based tracking technique is capable of accurately measuring elbow motion, with reported errors averaging less than ±1.0 mm and ±1.0 deg. For the in vivo application, the carrying angle changed from an 8.3 ± 0.5 deg varus position in full flexion to an 8.4 ± 0.5 deg valgus position in full extension.

CONCLUSIONS

Model-based tracking is an accurate technique for measuring in vivo, 3D, dynamic elbow motion. It is anticipated that this experimental approach will enhance our understanding of elbow motion under normal and pathologic conditions.

The effect of excision of the radial head and metallic radial head replacement on the tension in the interosseous membrane

We measured the tension in the interosseous membrane in six cadaveric forearms using an in vitro forearm testing system with the native radial head, after excision of the radial head and after metallic radial head replacement. The tension almost doubled after excision of the radial head during simulated rotation of the forearm (p = 0.007). There was no significant difference in tension in the interosseous membrane between the native and radial head replacement states (p = 0.09). Maximal tension occurred in neutral rotation with both the native and the replaced radial head, but in pronation if the radial head was excised. Under an increasing axial load and with the forearm in a fixed position, the rate of increase in tension in the interosseous membrane was greater when the radial head was excised than for the native radial head or replacement states (p = 0.02). As there was no difference in tension between the native and radial head replacement states, a radial head replacement should provide a normal healing environment for the interosseous membrane after injury or following its reconstruction. Load sharing between the radius and ulna becomes normal after radial head Replacement. As excision of the radial head significantly increased the tension in the interosseous membrane it may potentially lead to its attritional failure over time.

Cite this article: Bone Joint J 2013;95-B:1383–7.

Functional differences between anatomical regions of the anconeus muscle in humans

This study sought to resolve a longstanding debate of the function of anconeus. Intramuscular and surface electromyography electrodes recorded muscle activity from two regions of anconeus and from typical elbow flexion and extension muscles. Eleven participants performed pronation-supination around the medial and lateral axes of the forearm, elbow flexion-extension in pronation, supination and neutral positions of the forearm, and gripping. Maximal voluntary contractions (MVC) and submaximal (10% MVC) force-matching tasks were completed. Activity varied between longitudinal (AL) and transverse (AT) segments of anconeus. Although both muscle regions were active across multiple directions (including opposing directions), AL was more active during pronation than supination, whereas AT showed no such difference. During pronation, activity of AL and AT was greatest about the lateral forearm axis. AT was more active during elbow extension with the forearm in pronation, whereas AL did not differ between pronated and neutral forearm alignment. These findings are consistent with the proposal that AL makes a contribution to control of abduction of the ulna during forearm pronation. Different effects of forearm position on AL and AT activity during elbow extension may be explained by the anatomical differences between the regions. These data suggest anconeus performs multiple functions at the elbow and forearm and this varies between anatomically distinct regions of the muscle.

Rehabilitation of the medial- and lateral collateral ligament-deficient elbow: an in vitro biomechanical study

DESIGN

In vitro biomechanical research using an elbow motion simulator.

INTRODUCTION

The optimal rehabilitation of elbow dislocations with medial collateral ligament (MCL) and lateral collateral ligament (LCL) injuries has not been defined.

PURPOSE

To determine a safe rehabilitation protocol for elbow dislocations with MCL and LCL injuries.

METHODS

Eight cadaveric elbows underwent simulated active and passive motions with the arm in multiple orientations. Varus-valgus angulation and internal-external rotation of the ulna relative to the humerus were quantified for the intact joint and with injured MCL and LCL.

RESULTS

Active motion with injured MCL and LCL in the horizontal and vertical orientations resulted in kinematics similar to the intact elbow, whereas passive motion resulted in significant kinematic alterations. Marked elbow instability was noted in the varus and valgus orientations using both active and passive motion.

CONCLUSIONS

Elbows with MCL and LCL injuries should be rehabilitated using active motion in the horizontal or vertical orientations.

LEVEL OF EVIDENCE

Basic science research.

A physiological dynamic testing machine for the elbow joint

BACKGROUND

The aim of our study was to develop a test setup combining realistic force transmission with physiological movement patterns at a frequency that mimicked daily use of the elbow, to assess implants in orthopedic joint reconstruction and trauma surgery.

METHODS

In a multidisciplinary approach, an in vitro biomechanical testing machine was developed and manufactured that could simulate the repetitive forceful movement of the human elbow joint. The construction involved pneumatic actuators. An aluminum forearm module enabled movements in 3 degrees of freedom, while motions and forces were replicated via force and angular sensors that were similar to in vivo measurements.

RESULTS

In the initial testing, 16 human elbow joint specimens were tested at 35 Nm in up to 5000 cycles at a range of 10° extension to 110° flexion. The transmitted forces led to failure in 9 out of the 16 tested specimens, significantly more often in females and small specimens.

CONCLUSIONS

It is possible to construct a testing machine to simulate nearly physiological repetitive elbow motions. The prototype has a number of technical deficiencies that could be modified. When testing implants for the human elbow with cadaver specimens, the specimen has to be chosen according to the intended use of the implant under investigation.

Kinematic changes in elbow osteoarthritis: in vivo and 3-dimensional analysis using computed tomographic data

PURPOSE

To investigate in vivo 3-dimensional kinematics in elbow osteoarthritis. We hypothesized that normal kinematics is preserved in an osteoarthritic elbow with a normal radiocapitellar joint (OAN). Conversely, we hypothesized that an osteoarthritic elbow with radiocapitellar degenerative changes (OAD) would show an abnormal kinematics pattern. Furthermore, the differences in osteophyte formation between groups may affect elbow kinematics.

METHODS

We examined 7 normal elbows, 7 OAN elbows, and 9 OAD elbows. We investigated 3-dimensional kinematics using computed tomography registration techniques. The osteophyte location was determined using 3-dimensional bone models generated from computed tomography data.

RESULTS

The kinematics is different in OAN and OAD elbows. In the OAN group, the ulna changed by 11° from a valgus to a varus position during elbow flexion and demonstrated a 4° change in the axis of elbow motion, similar to that in normal elbows. Osteophytes formed medially on the olecranon fossa. In the OAD group, the ulna changed by 4° varus during flexion from the 90° position, but only by 2° valgus during elbow extension from 90°. The change in the axis of elbow motion was 9°. Additional osteophytes formed on the anteromedial and lateral trochlea, lateral olecranon fossa, and medial olecranon of the ulnotrochlear joint, and on the radiocapitellar joint.

CONCLUSIONS

Normal kinematics was preserved in the OAN group. The OAD group demonstrated marked changes in the direction of elbow motion in the extension range, and the valgus motion pattern during extension was decreased.

CLINICAL RELEVANCE

The results of the current study provide a good starting point for further research into the nature of arthritic progression in the elbow joint and the role of debridement arthroplasty.

Kinematics and laxity of a linked total elbow arthroplasty following computer navigated implant positioning

Aseptic loosening in total elbow arthroplasty (TEA) remains the most common cause of long-term failure. While several different mechanisms of implant loosening have been suggested, it is likely that one important underlying cause is implant malpositioning, resulting in changes in joint kinematics and loading. Although use of computer navigation has been shown to improve component positioning in other joints, no such system currently exists for the elbow. This study used real-time computer feedback for humeral, ulnar, and radial component positioning in 11 cadaveric extremities. An elbow motion simulator evaluated joint kinematics. Endosteal abutment of the stems of the humeral and ulnar components precluded optimal positioning in 5 and 6 specimens, respectively. Loss of the normal valgus angulation following elbow arthroplasty (p < 0.05) suggests that errors in humeral component positioning translate directly into changes in joint kinematics during active motion. These findings suggest that although computer navigation can reproduce normal joint kinematics, optimal implant positioning may require a TEA system which allows for some modularity to accommodate the normal variations in osseous morphology of the elbow.

Reconstruction of the coronoid using an extended prosthesis: an in vitro biomechanical study

BACKGROUND

When repair of comminuted coronoid fractures is not possible, prosthetic replacement may restore elbow stability. The purpose of this biomechanical study was to determine whether a coronoid implant with an extended tip would improve elbow stability compared with an anatomic prosthesis in the setting of collateral ligament insufficiency.

MATERIALS AND METHODS

Passive elbow extension was performed in 7 cadaveric arms in the varus and valgus positions and active and passive extension in the horizontal position by use of an elbow motion simulator. Varus-valgus laxity of the ulna relative to the humerus was quantified with a tracking system with a native coronoid, a 40% coronoid deficiency, an anatomic prosthesis, and an extended prosthesis, with the collateral ligaments sectioned and repaired.

RESULTS

Laxity significantly increased after a 40% coronoid deficiency with both repaired and sectioned collateral ligaments (P ≤ .01). With the ligaments repaired, there was no significant difference in laxity between the native coronoid, the anatomic implant, or the extended implant. Ligament sectioning alone produced severe instability, with a mean laxity of 42.75° ± 11.54° (P < .01). With insufficient ligaments, the anatomic prosthesis produced no change in laxity compared with the native coronoid, whereas the extended implant significantly reduced laxity by 21.56° ± 17.70° (P = .02).

CONCLUSIONS

An anatomic coronoid implant with ligament repair restores stability to the coronoid-deficient elbow to intact levels. In the setting of ligament insufficiency, an extended implant improves stability relative to an anatomic implant, but the elbow remains significantly less stable than an intact elbow. Studies are needed to evaluate the feasibility of these designs.

The effect of triceps repair techniques following olecranon excision on elbow stability and extension strength: an in vitro biomechanical study

OBJECTIVES

To determine the effect of two types of triceps repair techniques on elbow stability and extension strength in the setting of olecranon deficiency using a cadaveric model.

METHODS

Eight fresh-frozen cadaveric arms were tested in an elbow motion simulator, which produced active elbow extension by applying physiological loads to the tendons. Computed tomography-based surface models were used to determine cutting planes corresponding to sequential levels of olecranon resection. Both anterior and posterior triceps repairs were simulated for each level.

RESULTS

Progressive sectioning of the olecranon increased elbow laxity for both active and passive extension (P < 0.001). Although the posterior repair resulted in greater laxity than the anterior repair for all but the 50% resection, this difference was small (less than 3°) and not statistically significant for either active (P = 0.2) or passive (P = 0.1) extension. Active extension produced less joint laxity than passive extension for both the anterior (P = 0.007) and posterior (P = 0.001) repairs. The posterior repair provided greater extension strength than the anterior repair at all applied triceps tensions and for all olecranon resections (P = 0.01). Both repairs reduced extension strength relative to the intact state (P < 0.01). Sequential olecranon excision decreased extension strength (P = 0.04); however, there were no differences between resection levels (P > 0.05).

CONCLUSIONS

On average, there was a loss of extension strength of 24% and 30% for the posterior and anterior repairs, respectively. There was no significant difference in stability between repair techniques. Posterior repair of the triceps after olecranon excision would thus appear to be efficacious as a result of its higher triceps extension strength. However, clinical studies are needed to confirm these in vitro observations.

Stability of the elbow joint: relevant anatomy and clinical implications of in vitro biomechanical studies

The aim of this literature review is to describe the clinical anatomy of the elbow joint based on information from in vitro biomechanical studies. The clinical consequences of this literature review are described and recommendations are given for the treatment of elbow joint dislocation.

The PubMed and EMBASE electronic databases and the Cochrane Central Register of Controlled Trials were searched. Studies were eligible for inclusion if they included observations of the anatomy and biomechanics of the elbow joint in human anatomic specimens.

Numerous studies of the kinematics, kinesiology and anatomy of the elbow joint in human anatomic specimens yielded important and interesting implications for trauma and orthopaedic surgeons.

Resection arthroplasty for radial head fractures: Long-term follow-up

BACKGROUND

Complex radial head fractures treated by early resection arthroplasty yield good clinical results at long-term follow-up.

METHODS

Fifty-one radial head excisions were performed for the treatment of radial head fractures. Twenty-seven patients (20 men, 7 women) were retrospectively reviewed. The mean age was 37 (range, 18-61) and their fracture types according to the Mason classification were 5 type II, 16 type III, and 6 type IV. The mean follow-up period was 17 years (range, 10-24). Patients were clinically evaluated: Mayo Elbow Performance Score (MEPS), Disabilities of the Arm, Shoulder and Hand (DASH), visual analogue scale (VAS) for pain scores, and strength. Degenerative changes, proximal migration of the radius, and carrying angle were measured.

RESULTS

The overall outcome of the MEPS was 96.4 (range, 70-100), 22 patients (81%) achieving an excellent result, 4 patients a good (15%), and 1 patient a fair result (4%). The mean DASH score was 4.89, with slightly better results in the Mason II group than the Mason III and IV patients (P = .15). VAS averaged 0.48 (range, 0-10). Twenty-three patients (85%) reported no pain. The mean range of motion was from 5° to 135°. Pronation averaged 83° and supination averaged 79°. Strength was maintained in 24 cases (88%). In 24 patients, osteoarthritic changes were present without clinical relevance. Proximal migration of the radius was recorded in 7 cases. Carrying angle increased significantly by 7° (15° compared with 8°).

CONCLUSION

Radial head fractures treated by early resection arthroplasty offer satisfactory functional results in 96% of patients at long-term follow-up, in spite of the radiographic degenerative changes present in the great majority of cases.

A Marker-Based Mean Finite Helical Axis Model to Determine Elbow Rotation Axes and Kinematics in Vivo

The predominance of upper-limb elbow models have been based on earlier lower-limb motion analysis models. We developed and validated a functionally based 2 degree-of-freedom upper-limb model to measure rotations of the forearm using a marker-based approach. Data were collected from humans and a mechanical arm with known axes and ranges of angular motion in 3 planes. This upper-limb model was compared with an anatomically based model following the proposed ISB standardization. Location of the axes of rotation relative to each other was determined in vivo. Data indicated that the functional model was not influenced by cross-talk from adduction-abduction, accurately measuring flexion-extension and pronation-supination. The functional flexion-extension axis in vivo is angled at 6.6° to the anatomical line defined from the humeral medial to lateral epicondyles. The pronation-supination axis intersected the anatomically defined flexion-extension axis at 88.1°. Influence of cross-talk on flexion-extension kinematics in the anatomical model was indicated by strong correlation between flexion-extension and adduction-abduction angles for tasks performed by the subjects. The proposed functional model eliminated cross-talk by sharing a common flexion axis between the humerus and forearm. In doing so, errors due to misalignment of axes are minimized providing greater accuracy in kinematic data.

Contribution of the olecranon to elbow stability: an in vitro biomechanical study

BACKGROUND

The amount of the olecranon that can be removed without substantially affecting the kinematics and stability of the elbow is controversial. The purpose of this study was to determine the effect of serial resections of the olecranon on elbow kinematics and stability.

METHODS

Eight fresh, previously frozen cadaver arms were mounted in an in vitro motion simulator, and kinematic data were obtained with use of an electromagnetic tracking system for active and passive motion. Flexion was studied in the varus, valgus, horizontal, and dependent positions. Custom-written three-dimensional computer navigation software was utilized to guide serial resection of the olecranon in 12.5% increments from 0% to 100%. A traditional triceps advancement repair was performed following each resection. Flexion angle, amount of olecranon resection, and active and passive motion measurements were compared.

RESULTS

Serial resection of the olecranon resulted in a significant increase in varus-valgus angulation with the arm in the varus (p < 0.04) and valgus (p = 0.01) orientations. Ulnohumeral rotation significantly increased in the varus (p < 0.001) and valgus (p < 0.007) orientations. Angular (p = 0.02) and rotational (p < 0.001) kinematics were greater with passive compared with active motion. There was no difference in elbow kinematics following olecranon resection with the arm positioned in the horizontal and dependent positions.

CONCLUSIONS

Valgus-varus angulation and ulnohumeral rotation progressively increase with sequential excision of up to 75% of the olecranon. Elbow stability is progressively lost with sequential excision, with gross instability noted at resection of > or = 87.5% of the olecranon.

Validation of a Feedback-Controlled Elbow Simulator Design: Elbow Muscle Moment Arm Measurement

The Allegheny General Hospital (AGH) elbow simulator was designed to be a closed-loop physiologic simulator actuating movement in cadaveric elbow specimens via servoelectric motors that attach to the tendons of the biceps, brachialis, triceps, and pronator teres muscles. A physiologic elbow simulator should recreate the appropriate moment arms throughout the elbow’s range of motion. To validate this design goal, muscle moment arms were measured in three cadaver elbow specimens using the simulator. Flexion-extension moment arms of four muscles were measured at three different pronation/supination angles: fully pronated, fully supinated, and neutral; pronation-supination moment arms were measured at three different flexion-extension angles: 30 deg, 60 deg, and 90 deg. The tendon-displacement method was used in these measurements, in which the ratio of the change in musculotendon length to the change in joint angle was computed. The numeric results compared well with those previously reported; the biceps and pronator teres flexion-extension moment arms varied with pronation-supination position, and vice versa. This is one of the few reports of both flexion-extension and pronation-supination moment arms in the same specimens, and represents the first use of closed-loop feedback control in the AGH elbow simulator. The simulator is now ready for use in clinical studies such as in analyses of radial head replacement and medial ulnar collateral ligament repair.

The effect of anteromedial facet fractures of the coronoid and lateral collateral ligament injury on elbow stability and kinematics

BACKGROUND

It is postulated that fractures of the anteromedial facet of the coronoid process and avulsion of the lateral collateral ligament lead to posteromedial subluxation and arthritis of the elbow. It is not clear which injuries require internal fixation and whether repair of the lateral collateral ligament is sufficient. We hypothesized that increasing sizes and subtypes of anteromedial facet fractures cause increasing instability and that isolated lateral collateral ligament repair without fracture fixation would restore elbow stability in the presence of small subtype-I fractures.

METHODS

Ten fresh-frozen cadaveric arms from donors with a mean age of 66.3 years at the time of death were used in this biomechanical study. Passive elbow flexion was performed with the plane of flexion oriented horizontally to achieve varus and valgus gravitational loading. An in vitro unconstrained elbow-motion simulator was used to simulate active elbow flexion in the vertical position. Varus-valgus angle and internal-external rotational kinematics were recorded with use of an electromagnetic tracking system. Testing was repeated with the coronoid intact and with subtype-I, subtype-II, and subtype-III fractures. Instability was defined as an alteration in varus-valgus angle and/or in internal-external rotation of the elbow. All six coronoid states were tested with the lateral collateral ligament detached and after repair.

RESULTS

In the vertical position, the kinematics of subtype-I and subtype-II anteromedial coronoid fractures with the lateral collateral ligament repaired were similar to those of the intact elbow. In the varus position, the kinematics of 2.5-mm subtype-I fractures with the lateral collateral ligament repaired were similar to those of the intact elbow. However, 5-mm fractures demonstrated a mean (and standard deviation) of 6.2 degrees +/- 4.5 degrees of internal rotation compared with a mean of 3.3 degrees +/- 3.1 degrees of external rotation in the intact elbow (p < 0.05). In the varus position, subtype-II 2.5-mm fractures with the lateral collateral ligament repaired demonstrated increased internal rotation (mean, 7.0 degrees +/- 4.5 degrees; p < 0.005). Subtype-II 5-mm fractures demonstrated instability in both the varus and valgus positions (p < 0.05). Subtype-III fractures with the lateral collateral ligament repaired were unstable in all three testing positions (p < 0.05).

CONCLUSIONS

This study suggests that the size of the anteromedial coronoid fracture fragment affects elbow kinematics, particularly in varus stress. The size of an anteromedial coronoid fracture and the presence of concomitant ligament injuries may be important determinants of the need for open reduction and internal fixation.

The influence of type II coronoid fractures, collateral ligament injuries, and surgical repair on the kinematics and stability of the elbow: an in vitro biomechanical study

PURPOSE

This study determined whether elbow stability could be restored with open reduction and internal fixation (ORIF) of type II coronoid fractures and evaluated the role of collateral ligament repair.

METHODS

Passive varus and valgus and simulated active vertical motion were performed using an in vitro elbow motion simulator. Varus/valgus angle and internal/external rotation were measured with the coronoid intact, with 50% removed, and after ORIF. Testing was performed with the collateral ligaments detached and repaired.

RESULTS

Vertical: stability was normal when both the lateral collateral ligament (LCL) and medial collateral ligament (MCL) were repaired, irrespective of the coronoid state. Kinematics were altered with a repaired LCL, incompetent MCL, and type II coronoid fracture (P < .05). Varus: LCL repair restored coronal stability but did not restore internal rotation (P < .05).

CONCLUSIONS

These findings suggest that repair of type II coronoid fractures and injured collateral ligaments should be performed where possible. Over-tensioning the LCL, in the setting of MCL and coronoid deficiency, may contribute to instability.

The effect of multiplanar distal radius fractures on forearm rotation: in vitro biomechanical study

PURPOSE

Many patients develop distal radioulnar joint (DRUJ) pain and loss of forearm rotation after distal radial fractures. Residual distal radial deformity is one potential cause of DRUJ dysfunction; however, the parameters of distal radial fracture alignment that lead to an acceptable functional outcome are poorly defined in the literature.

METHODS

We used 8 fresh-frozen cadaveric specimens in this in vitro study to examine the effect of simulated distal radius fracture misalignment on forearm rotation. A distal radial osteotomy was performed just proximal to the DRUJ and a custom-made, 3-degrees-of-freedom modular implant designed to simulate distal radius fracture deformities was secured in place. This allowed for accurate simulation of dorsal angulation, dorsal translation, and radial shortening, both independently and in combination. We examined the effects of distal radius deformity in the setting of both an intact and sectioned triangular fibrocartilage complex.

RESULTS

Pronation was not significantly affected until dorsal angulation reached 30 degrees . Dorsal translation of up to 10 mm or radial shortening up to 5 mm had no effect on forearm rotation. Combined deformities had a greater effect on forearm motion than isolated malpositions. Dorsal angulation of > or =20 degrees combined with 10 mm of dorsal translation or 20 degrees of angulation with 2.5 mm of radial shortening resulted in a significant decrease in forearm pronation. There was no effect of distal radial deformities, either isolated or combined, on the magnitude of forearm rotation after sectioning the triangular fibrocartilage complex.

CONCLUSIONS

This study demonstrates that a broad range of distal radius fracture malpositions can be tolerated before a notable loss in forearm range of motion is evident. Combined deformities are more likely to result in a clinically important loss of forearm rotation, and this should be considered when choosing the optimal management of patients with displaced distal radial fractures. Disruption of the triangular fibrocartilage releases the tether on the DRUJ, allowing for preservation of forearm motion even in the setting of marked osseous deformities.

Effect of the posterior bundle of the medial collateral ligament on elbow stability

PURPOSE

The role of the posterior bundle of the medial collateral ligament in stability of the elbow remains poorly defined. The purpose of this study was to determine the effect of sectioning the posterior bundle of the medial collateral ligament on the stability of the elbow.

METHODS

Varus and valgus gravity-loaded passive motion and simulated active vertical motion were performed on 11 cadaveric arms using an in vitro elbow motion simulator. Varus/valgus angle and internal/external rotation of the ulna with respect to the humerus were recorded using an electromagnetic tracking system in varus, valgus, and vertical orientations. Testing was performed on the intact elbow and after sectioning of the posterior bundle of the medial collateral ligament.

RESULTS

With active flexion in the vertical position, the varus/valgus kinematics were unchanged after sectioning of the posterior bundle of the medial collateral ligament. However, in pronation, there was an increase in internal rotation after sectioning of the posterior bundle of the medial collateral ligament compared with that of the intact elbow. This rotational difference was not detected with the forearm in supination. During supinated passive flexion in the varus position, sectioning of the posterior bundle of the medial collateral ligament resulted in increased varus angulation at all flexion angles. In pronation, varus angulation and internal rotation both increased. In supination, sectioning of the posterior bundle of the medial collateral ligament had no effect on maximum varus-valgus laxity or maximum internal rotation. However, in pronation, the maximum varus-valgus laxity increased by 3.5 degrees (30%) and maximum internal rotation increased by 1.0 degrees (29%).

CONCLUSIONS

These results indicate that isolated sectioning of the posterior bundle of the medial collateral ligament causes a small increase in varus angulation and internal rotation during both passive varus and active vertical flexion. This study suggests that isolated sectioning of the posterior bundle of the medial collateral ligament may not be completely benign and may contribute to varus and rotation instability of the elbow. In patients with insufficiency of the posterior bundle of the medial collateral ligament, appropriate rehabilitation protocols (avoiding forearm pronation and shoulder abduction) should be followed when other injuries permit.

Anatomy and biomechanics of the elbow

The elbow is a complex, highly constrained joint that provides critical range of motion to the upper extremity needed for performing the normal activities of daily living. The elbow is protected by a fortress of individual static and dynamic constraints that function together to provide stability. Knowing the identity and specific functions of each stabilizing structure facilitates appropriate diagnosis and treatment of the acutely injured elbow.

In vitro kinematics of the shoulder following rotator cuff injury

BACKGROUND

Tears in the rotator cuff may result in altered mechanics of the glenohumeral joint. It is not unusual for some patients with cuff tears to exhibit near normal motion with the injured shoulder, while other patients with the same magnitude of injury are unable to achieve full elevation on the injured side.

METHODS

The effect of simulated tears of the rotator cuff on active glenohumeral joint kinematics was investigated by testing eight cadaveric specimens using an in vitro shoulder simulator. Active abduction of the humerus was produced by applying forces to simulate loading of the supraspinatus, subscapularis, infraspinatus/teres minor, and the anterior, middle, and posterior thirds of the deltoid. Three sequential 1cm lesions were created in the rotator cuff, the first two in the supraspinatus tendon and the third in the subscapularis tendon.

FINDINGS

The plane of abduction moved posteriorly and became more abnormal throughout abduction with increased tear size. No difference was observed in the internal/external rotation of the humerus or the position of the humeral head on the glenoid during elevation.

INTERPRETATION

In order to generate the motions achieved by the intact joint, patients with rotator cuff insufficiency likely employ other muscle groups. Retraining muscle groups surrounding the glenohumeral joint may decrease the need for surgical interventions.

Humeral head translation decreases with muscle loading

This study was conducted to determine the effect of in vitro passive and active loading on humeral head translation during glenohumeral abduction. A shoulder simulator produced unconstrained active abduction of the humerus in 8 specimens. Loading of the supraspinatus, subscapularis, infraspinatus/teres minor, and anterior, middle, and posterior deltoid muscles was simulated by use of 4 different sets of loading ratios. Significantly greater translations of the humeral head occurred both in 3 dimensions (P < .001) and in the sagittal plane (P < .005) during passive motion when compared with active motion from 30 degrees to 70 degrees of abduction. In the sagittal plane, passive abduction experienced a resultant translation of 3.8 +/- 1.0 mm whereas the active loading ratios averaged 2.3 +/- 1.0 mm. There were no significant differences in the translations that were produced by the 4 sets of muscle-loading ratios used to achieve active motions. This study emphasizes the importance of the musculature in maintaining normal ball-and-socket kinematics of the shoulder.