Stress analysis of the lumbar disc-body unit in compression. A three-dimensional nonlinear finite element study

The effect of polymethylmethacrylate augmentation on the primary stability of stand-alone implant construct versus posterior stabilization in oblique lumbar interbody fusion with osteoporotic bone quality- a finite element study

BACKGROUND CONTEXT

Oblique lumbar interbody fusion (OLIF) can provide an ideal minimally invasive solution for achieving spinal fusion in an older, more frail population where decreased bone quality can be a limiting factor. Stabilization can be achieved with bilateral pedicle screws (BPS), which require additional incisions and longer operative time. Alternatively, a novel self-anchoring stand-alone lateral plate system (SSA) can be used, where no additional incisions are required. Based on the relevant literature, BPS constructs provide greater primary biomechanical stability compared to lateral plate constructs, including SSA. This difference is further increased by osteoporosis. Screw augmentation in spinal fusion surgeries is commonly used; however, in the case of OLIF, it is a fairly new concept, lacking a consensus-based guideline.

PURPOSE

This comparative finite element (FE) study aimed to investigate the effect of PMMA screw augmentation on the primary stability of a stand-alone implant construct versus posterior stabilization in OLIF with osteoporotic bone quality.

STUDY DESIGN

The biomechanical effect of screw augmentation was studied inside an in-silico environment using computer-aided FE analysis.

METHODS

A previously validated and published L2-L4 FE model with normal and osteoporotic bone material properties was used. Geometries based on the OLIF implants (BPS, SSA) were created and placed inside the L3-L4 motion segment with increasing volumes (1-6 cm3) of PMMA augmentation. A follower load of 400 N and 10 Nm bending moment (in the three anatomical planes) were applied to the surgical FE models with different bone material properties. The operated L3-L4 segmental range of motion (ROM), the inserted cage's maximal caudal displacements, and L4 cranial bony endplate principal stress values were measured.

RESULTS

The nonaugmented values for the BPS construct were generally lower compared to SSA, and the difference was increased by osteoporosis. In osteoporotic bone, PMMA augmentation gradually decreased the investigated parameters and the difference between the two constructs as well. Between 3 cm3 and 4 cm3 of injected PMMA volume per screw, the difference between augmented SSA and standard BPS became comparable.

CONCLUSIONS

Based on this study, augmentation can enhance the primary stability of the constructs and decrease the difference between them. Considering leakage as a possible complication, between 3 cm3 and 4 cm3 of injected PMMA per screw can be an adequate amount for SSA augmentation. However, further in silico, and possibly in vitro and clinical testing is required to thoroughly understand the investigated biomechanical aspects.

CLINICAL SIGNIFICANCE

This study sheds light on the possible biomechanical advantage offered by augmented OLIF implants and provides a theoretical augmentation amount for the SSA construct. Based on the findings, the concept of an SSA device with PMMA augmentation capability is desirable.

Effects of different seat inclination angles on lumbar dynamic response and injury during lunar-earth reentry

The inclination angle of the spacecraft seat is related to the astronaut's reentry angle, which in turn affects the safety of the astronauts. This study quantitatively analyzed the effects of different seat inclination angles on astronauts' lumbar spine injuries using the finite element method during the Lunar-Earth reentry. Firstly, a finite element model of the astronaut's lumbar spine was constructed based on reverse engineering technology, and the effectiveness of the model was verified through mesh sensitivity, vertebral range of motion, and spinal impact experiments. Then, simulation calculations were carried out for different seat inclination angles (0°, 10°, 20°, and 30°) under the typical reentry return loads of Chang'e 5T1 (CE-5T1) and Apollo 10, and the prediction and evaluation of lumbar spine injuries were conducted in conjunction with the biological tissue injury criteria. The results indicated that the stress on the vertebrae and annulus fibrosus increased under both reentry loads with the rise of the seat inclination angle, but the increasing rates decreased. When the acceleration peak of CE-5T1 approached 9G, the risk of tissue injury was higher under the seat angle exceeded 20°. According to the Multi-Axis Dynamic Response Criteria for spinal injury, neither of the two load conditions would directly cause injury to the astronauts' lumbar spine when the seat inclination angle was below 30°. The study findings provide a numerical basis for designing and improving the spacecraft's inclination angle in crewed lunar missions, ensuring the safety of astronauts.

Structural modification and biomechanical analysis of lumbar disc prosthesis: A finite element study

BACKGROUND

Most ball-in-socket artificial lumbar disc implanted in the spine result in increased hypermobility of the operative level and overloading of the facet joint.

METHODS

A finite element model was established and validated for the lumbar spine (L1-L5). The structure of the Mobidisc prosthesis was modified, resulting in the development of two new intervertebral disc prostheses, Movcore and Mcopro. The prostheses were implanted into the L3/L4 level to simulate total disc replacement, and the biomechanical properties of the lumbar spine model were analyzed after the operation.

FINDINGS

Following the implantation of the prostheses, the mobility of operative level, peak stress of lumbar spine models, and peak stress of facet joint increased. The performance of mobility was found to be more similar between Movcore and Mobidisc. The mobility and facet joint peak stress of the Mcopro model decreased progressively with an increase in the Young's modulus of the artificial annulus during flexion, extension, and lateral bending. Among all the models, the Mcopro50 model had the mobility closest to the intact model. It showed a 3% decrease in flexion, equal range of motion in extension, a 9% increase in left lateral bending, a 7% increase in right lateral bending, and a 3% decrease in axial rotation.

INTERPRETATION

The feasibility of the new intervertebral disc prostheses, Movcore and Mcopro, has been established. The Mcopro prosthesis, which features an artificial annular structure, offers significant advantages in terms of reduced mobility of the operative level and peak stress of facet joint.

Understanding the etiopathogenesis of lumbar intervertebral disc herniation: From clinical evidence to basic scientific research

Lumbar intervertebral disc herniation, as a leading cause of low back pain, productivity loss, and disability, is a common musculoskeletal disorder that results in significant socioeconomic burdens. Despite extensive clinical and basic scientific research efforts, herniation etiopathogenesis, particularly its initiation and progression, is not well understood. Understanding herniation etiopathogenesis is essential for developing effective preventive measures and therapeutic interventions. Thus, this review seeks to provide a thorough overview of the advances in herniation-oriented research, with a discussion on ongoing challenges and potential future directions for clinical, translational, and basic scientific investigations to facilitate innovative interdisciplinary research aimed at understanding herniation etiopathogenesis. Specifically, risk factors for herniation are identified and summarized, including familial predisposition, obesity, diabetes mellitus, smoking tobacco, selected cardiovascular diseases, disc degeneration, and occupational risks. Basic scientific experimental and computational research that aims to understand the link between excessive mechanical load, catabolic tissue remodeling due to inflammation or insufficient nutrient supply, and herniation, are also reviewed. Potential future directions to address the current challenges in herniation-oriented research are explored by combining known progressive development in existing research techniques with ongoing technological advances. More research on the relationship between occupational risk factors and herniation, as well as the relationship between degeneration and herniation, is needed to develop preventive measures for working-age individuals. Notably, researchers should explore using or modifying existing degeneration animal models to study herniation etiopathogenesis, as such models may allow for a better understanding of how to prevent mild-to-moderately degenerated discs from herniating.

Bibliometric and Visualization Analysis of Biomechanical Research on Lumbar Intervertebral Disc

Background

Biomechanical research on the lumbar intervertebral disc (IVD) provides valuable information for the diagnosis, treatment, and prevention of related diseases, and has received increasing attention. Using bibliometric methods and visualization techniques, this study investigates for the first time the research status and development trends in this field, with the aim of providing guidance and support for subsequent research.

Methods

The Science Citation Index Expanded (SCI-Expanded) within the Web of Science Core Collection (WoSCC) database was used as the data source to select literature published from 2003 to 2022 related to biomechanical research on lumbar IVD. VOSviewer 1.6.19 and CiteSpace 6.2.R2 visualization software, as well as the online analysis platform of literature metrology, were utilized to generate scientific knowledge maps for visual display and data analysis.

Results

The United States is the most productive country in this field, with the Ulm University making the largest contribution. Wilke HJ is both the most prolific author and one of the highly cited authors, while Adams MA is the most cited author. Spine, J Biomech, Eur Spine J, Spine J, and Clin Biomech are not only the journals with the highest number of publications, but also highly cited journals. The main research topics in this field include constructing and validating three-dimensional (3D) finite element model (FEM) of lumbar spine, measuring intradiscal pressure, exploring the biomechanical effects and related risk factors of lumbar disc degeneration, studying the mechanical responses to different torque load combinations, and classifying lumbar disc degeneration based on magnetic resonance images (MRI), which are also the hot research themes in recent years.

Conclusion

This study systematically reviews the knowledge system and development trends in the field of biomechanics of lumbar IVD, providing valuable references for further research.

Development, calibration and validation of a comprehensive customizable lumbar spine FE model for simulating fusion constructs

Instrumentation alters the biomechanics of the spine, and therefore prediction of all output quantities that have critical influence post-surgically is significant for engineering models to aid in clinical predictions. Geometrical morphological finite element models can bring down the development time and cost of custom intact and instrumented models and thus aids in the better inference of biomechanics of surgical instrumentation on patient-specific diseased spine segments. A comprehensive hexahedral morphological lumbosacral finite element model is developed in this work to predict the range of motions, disc pressures, and facet contact forces of the intact and instrumented spine. Facet contact forces are needed to predict the impact of fusion surgeries on adjacent facet contacts in bending, axial rotation, and extension motions. Extensive validation in major physiological loading regimes of the pure moment, pure compression, and combined loading is undertaken. In vitro, experimental corridor results from six different studies reported in the literature are compared and the generated model had statistically significant comparable values with these studies. Flexion, extension and bending moment rotation curves of all segments of the developed model were favourable and within two separately established experimental corridor windows as well as recent simulation results. Axial torque moment rotation curves were comparable to in vitro results for four out of five lumbar functional units. The facet contact force results also agreed with in vitro experimental results. The current model is also computationally efficient with respect to contemporary models since it uses significantly smaller number of elements without losing the accuracy in terms of response prediction. This model can further be used for predicting the impact of different instrumentation techniques on the lumbar vertebral column.

Biomechanical evaluation of multiple pelvic screws and multirod construct for the augmentation of lumbosacral junction in long spinal fusion surgery

Background: Posterior long spinal fusion was the common procedure for adult spinal deformity (ASD). Although the application of sacropelvic fixation (SPF), the incidence of pseudoarthrosis and implant failure is still high in long spinal fusion extending to lumbosacral junction (LSJ). To address these mechanical complications, advanced SPF technique by multiple pelvic screws or multirod construct has been recommended. This was the first study to compare the biomechanical performance of combining multiple pelvic screws and multirod construct to other advanced SPF constructs for the augmentation of LSJ in long spinal fusion surgery through finite element (FE) analysis.

Methods: An intact lumbopelvic FE model based on computed tomography images of a healthy adult male volunteer was constructed and validated. The intact model was modified to develop five instrumented models, all of which had bilateral pedicle screw (PS) fixation from L1 to S1 with posterior lumbar interbody fusion and different SPF constructs, including No-SPF, bilateral single S2-alar-iliac (S2AI) screw and single rod (SS-SR), bilateral multiple S2AI screws and single rod (MS-SR), bilateral single S2AI screw and multiple rods (SS-MR), and bilateral multiple S2AI screws and multiple rods (MS-MR). The range of motion (ROM) and stress on instrumentation, cages, sacrum, and S1 superior endplate (SEP) in flexion (FL), extension (EX), lateral bending (LB), and axial rotation (AR) were compared among models.

Results: Compared with intact model and No-SPF, the ROM of global lumbopelvis, LSJ, and sacroiliac joint (SIJ) was decreased in SS-SR, MS-SR, SS-MR, and MS-MR in all directions. Compared with SS-SR, the ROM of global lumbopelvis and LSJ of MS-SR, SS-MR, and MS-MR further decreased, while the ROM of SIJ was only decreased in MS-SR and MS-MR. The stress on instrumentation, cages, S1-SEP, and sacrum decreased in SS-SR, compared with no-SPF. Compared with SS-SR, the stress in EX and AR further decreased in SS-MR and MS-SR. The most significantly decreased ROM and stress were observed in MS-MR.

Conclusion: Both multiple pelvic screws and multirod construct could increase the mechanical stability of LSJ and reduce stress on instrumentation, cages, S1-SEP, and sacrum. The MS-MR construct was the most adequate to reduce the risk of lumbosacral pseudarthrosis, implant failure, and sacrum fracture. This study may provide surgeons with important evidence for the application of MS-MR construct in the clinical settings.

Biomechanical Comparison of Multilevel Lumbar Instrumented Fusions in Adult Spinal Deformity According to the Upper and Lower Fusion Levels: A Finite Element Analysis

Multilevel lumbar fusion with posterior pedicle screw fixation is a widely performed surgical procedure for the management of adult spinal deformity. However, there has not been a comprehensive biomechanical study on the different types of fusion levels in terms of stability and possible complications. We aimed to investigate the biomechanical properties of multilevel lumbar fusion according to different types of upper and lower fusion levels. Six different types of fusions were performed using three-dimensional finite element models. Type A and B referred to the group of which upper fusion level was L1 and T10, respectively. Subtype 1, 2, and 3 referred to the group of which lower fusion level was L5, S1, and ilium, respectively (A1, L1-L5; A2, L1-S1; A3, L1-ilium; B1, T10-L5; B2, T10-S1; B3, T10-ilium). Flexion, extension, axial rotation, and lateral bending moments were applied, and the risk of screw loosening and failure and adjacent segment degeneration (ASD) was analyzed. Stress at the bone-screw interface of type B3 was lowest in overall motions. The risk of screw failure showed increasing pattern as the upper and lower levels extended in all motions. Proximal range of motion (ROM) increased as the lower fusion level changed from L5 to S1 and the ilium. For axial rotation, type B3 showed higher proximal ROM (16.2°) than type A3 (11.8°). In multilevel lumbar fusion surgery for adult spinal deformity, adding iliac screws and increasing the fusion level to T10-ilium may lower the risk of screw loosening. In terms of screw failure and proximal ASD, however, T10-ilium fusion has a higher potential risk compared with other fusion types. These results will contribute for surgeons to provide adequate patient education regarding screw failure and proximal ASD, when performing multilevel lumbar fusion.

Optimization of cervical cage and analysis of its base material: A finite element study

Nowadays, cervical disorders are common due to human lifestyles. Accordingly, the cage design should be optimized as an essential issue. For an optimal design, an objective function is utilized to calculate the proper geometrical parameters. Additionally, the base material of the cage plays a key role in its functionality and final cost. Novel materials are currently introduced with more compatibility with the bone in terms of mechanical and chemical properties. In this study, a cervical cage was modeled based on PEEK material with three types of tooth designs on its surface. The cervical cage is assumed to be implanted between C6 and C7 vertebrae. The geometric parameters of the cage were optimized to minimize the mass by determining allowable stress and subsidence. The effect of complete cortical removal was investigated as a surgical mistake. Finally, a new composition of PEEK/titanium was introduced as the base material of the cage. Ansys 18.2 was used for FEA. The cage with a straight tooth was chosen due to its lower stress and subsidence compared with other designs. Furthermore, the optimized structures of all three tooth designs were determined. The mass and volume of the optimal cages were reduced by 41.47% and 41.52% respectively. Besides, complete cortical resection should not be carried out during fusion surgery, since it may lead to higher subsidence. The composition of PEEK/titanium was chosen as an appropriate base material due to its better performance compared with PEEK or titanium alone.

Patient-specific numerical investigation of the correction of cervical kyphotic deformity based on a retrospective clinical case

Little research has been reported on evaluating the safety of the fixation construct in cervical kyphosis correction. In this study, we proposed a principal-strain criterion to evaluate the safety of the fixation construct and validated the modeling method against a retrospective case of anterior cervical discectomy fusion (ACDF). From C2 to T2 vertebra bodies, fixation instruments were reconstructed and positioned as per postoperative computed tomography (CT) scans. Head weight (HW) and various moments estimated from isometric strength data were imposed onto the C2. The postoperative stability of non-surgical segments, deformations surrounding the screw trajectories, and contact slipping on zygapophysial joints were analyzed. The model was validated against the reality that the patient had a good fusion and deformity correction. The ACDF restricted the range of motions (ROMs) of cervical segments and lent stability to vertebra fusion, no failure was found in the finite element (FE) model of cervical vertebrae. The deformation surrounding the screw trajectories were concentrated to the lateral sides of trajectories, recommending that the shape of the anterior cervical plate conforming to the curvature of the vertebra and screws fully inserted into vertebrae reduced the deformation concentration around the screw trajectories.

Effects of osteoporosis on the biomechanics of various supplemental fixations co-applied with oblique lumbar interbody fusion (OLIF): a finite element analysis

Background

Oblique lumbar interbody fusion (OLIF) is an important surgical modality for the treatment of degenerative lumbar spine disease. Various supplemental fixations can be co-applied with OLIF, increasing OLIF stability and reducing complications. However, it is unclear whether osteoporosis affects the success of supplemental fixations; therefore, this study analyzed the effects of osteoporosis on various supplemental fixations co-applied with OLIF.

Methods

We developed and validated an L3-S1 finite element (FE) model; we assigned different material properties to each component and established models of the osteoporotic and normal bone lumbar spine. We explored the outcomes of OLIF combined with each of five supplemental fixations: standalone OLIF; OLIF with lateral plate fixation (OLIF + LPF); OLIF with translaminar facet joint fixation and unilateral pedicle screw fixation (OLIF + TFJF + UPSF); OLIF with unilateral pedicle screw fixation (OLIF + UPSF); and OLIF with bilateral pedicle screw fixation (OLIF + BPSF). Under the various working conditions, we calculated the ranges of motion (ROMs) of the normal bone and osteoporosis models, the maximum Mises stresses of the fixation instruments (MMSFIs), and the average Mises stresses on cancellous bone (AMSCBs).

Results

Compared with the normal bone OLIF model, no demonstrable change in any segmental ROM was apparent. The MMSFIs increased in all five osteoporotic OLIF models. In the OLIF + TFJF + UPSF model, the MMSFIs increased sharply in forward flexion and extension. The stress changes of the OLIF + UPSF, OLIF + BPSF, and OLIF + TFJF + UPSF models were similar; all stresses trended upward. The AMSCBs decreased in all five osteoporotic OLIF models during flexion, extension, lateral bending, and axial rotation. The average stress change of cancellous bone was most obvious under extension. The AMSCBs of the five OLIF models decreased by 14%, 23.44%, 21.97%, 40.56%, and 22.44% respectively.

Conclusions

For some supplemental fixations, the AMSCBs were all reduced and the MMSFIs were all increased in the osteoporotic model, compared with the OLIF model of normal bone. Therefore, the biomechanical performance of an osteoporotic model may be inferior to the biomechanical performance of a normal model for the same fixation method; in some instances, it may increase the risks of fracture and internal fixation failure.

Evaluation of Load-To-Strength Ratios in Metastatic Vertebrae and Comparison With Age- and Sex-Matched Healthy Individuals

Vertebrae containing osteolytic and osteosclerotic bone metastases undergo pathologic vertebral fracture (PVF) when the lesioned vertebrae fail to carry daily loads. We hypothesize that task-specific spinal loading patterns amplify the risk of PVF, with a higher degree of risk in osteolytic than in osteosclerotic vertebrae. To test this hypothesis, we obtained clinical CT images of 11 cadaveric spines with bone metastases, estimated the individual vertebral strength from the CT data, and created spine-specific musculoskeletal models from the CT data. We established a musculoskeletal model for each spine to compute vertebral loading for natural standing, natural standing + weights, forward flexion + weights, and lateral bending + weights and derived the individual vertebral load-to-strength ratio (LSR). For each activity, we compared the metastatic spines' predicted LSRs with the normative LSRs generated from a population-based sample of 250 men and women of comparable ages. Bone metastases classification significantly affected the CT-estimated vertebral strength (Kruskal-Wallis, p < 0.0001). Post-test analysis showed that the estimated vertebral strength of osteosclerotic and mixed metastases vertebrae was significantly higher than that of osteolytic vertebrae (p = 0.0016 and p = 0.0003) or vertebrae without radiographic evidence of bone metastasis (p = 0.0010 and p = 0.0003). Compared with the median (50%) LSRs of the normative dataset, osteolytic vertebrae had higher median (50%) LSRs under natural standing (p = 0.0375), natural standing + weights (p = 0.0118), and lateral bending + weights (p = 0.0111). Surprisingly, vertebrae showing minimal radiographic evidence of bone metastasis presented significantly higher median (50%) LSRs under natural standing (p < 0.0001) and lateral bending + weights (p = 0.0009) than the normative dataset. Osteosclerotic vertebrae had lower median (50%) LSRs under natural standing (p < 0.0001), natural standing + weights (p = 0.0005), forward flexion + weights (p < 0.0001), and lateral bending + weights (p = 0.0002), a trend shared by vertebrae with mixed lesions. This study is the first to apply musculoskeletal modeling to estimate individual vertebral loading in pathologic spines and highlights the role of task-specific loading in augmenting PVF risk associated with specific bone metastatic types. Our finding of high LSRs in vertebrae without radiologically observed bone metastasis highlights that patients with metastatic spine disease could be at an increased risk of vertebral fractures even at levels where lesions have not been identified radiologically.

Anterior cervical transpedicular screw fixation system in subaxial cervical spine: A finite element comparative study

Multilevel cervical corpectomy has raised the concern among surgeons that reconstruction with the anterior cervical screw plate system (ACSPS) alone may fail eventually. As an alternative, the anterior cervical transpedicular screw (ACTPS) has been adopted in clinical practice. We used the finite element analysis to investigate whether ACTPS is a more reasonable choice, in comparison with ACSPS, after a 2-level corpectomy in the subaxial cervical spine. These 2 types of implantation models with the applied 75 N axial pressure and 1 N • m pure moment of the couple were evaluated. Compared with the intact model, the range of motion (ROM) at the operative segments (C4-C7) decreased by 97.5% in flexion-extension, 91.3% in axial rotation, and 99.3% in lateral bending in the ACTPS model, whereas it decreased by 95.1%, 73.4%, 96.9% in the ACSPS model respectively. The ROM at the adjacent segment (C3/4) in the ACTPS model decreased in all motions, while that of the ACSPS model increased in axial rotation and flexion-extension compared with the intact model. Compared to the ACSPS model, whose stress concentrated on the interface between the screws and the titanium plate, the stress of the ACTPS model was well-distributed. There was also a significant difference between the maximum stress value of the 2 models. ACTPS and ACSPS are biomechanically favorable. The stability in reducing ROM of ACTPS may be better and the risk of failure for internal fixator is relatively low compared with ACSPS fixation except for under lateral bending in reconstruction the stability of the subaxial cervical spine after 2-level corpectomy.

Biomechanical changes at the adjacent segments induced by a lordotic porous interbody fusion cage

Biomechanical changes at the adjacent segments after interbody fusion are common instigators of adjacent segment degeneration (ASD). This study aims to investigate how the presence of a lordotic porous cage affects the biomechanical performance of the adjacent segments. A finite element model (FEM) of a lumbar spine implanted with a lordotic cage at L3-L4 was validated by in-vitro testing. The stress distribution on the cage and range of motion (ROM) of L3-L4 were used to assess the stability of the implant. Three angles of cage (0° = non-restoration, 7° = normal restoration and 11° = over-restoration) were modelled with different porosities (0%, 30% and 60%) and evaluated in the motions of flexion, extension, lateral bending and rotation. The ROM, intervertebral disc pressure (IDP) and facet joint force (FJF) were used to evaluate biomechanical changes at the adjacent segments in each model. The results indicated that porous cages produced more uniform stress distribution, but cage porosity did not influence the ROM, IDP and FJF at L2-L3 and L4-L5. Increasing the cage lordotic angle acted to decrease the ROM and IDP, and increase the FJF of L4-L5, but did not alter the ROM of L2-L3. In conclusion, changes in ROM, IDP and FJF at the adjacent segments were mainly influenced by the lordotic angle of the cage and not by the porosity. A larger angle of lordotic cage was shown to reduce the ROM and IDP, and increase the FJF of the lower segment (L4-L5), but had little effect on the ROM of the upper segment (L2-L3).

A biomechanical study of ligament tethers strengthening for the prevention of proximal junctional kyphosis after posterior long-segment spinal fusion

BACKGROUND

Proximal junctional kyphosis is a known complication of posterior long-segment thoracolumbar fusion. Here, the biomechanical effectiveness of ligament tethers strengthening and vertebral body augmentation, in proximal junctional kyphosis prevention was explored using the finite element analysis.

METHODS

Based on a validated model of T1-L5 with the pedicle screw system instrumented T8-L5, strengthening models with different strategies were created to assess the range of motion in proximal vertebrae, vertebrae stress, pedicle screw stress, and pressure on intervertebral discs during extension, flexion, lateral bending, and axial rotation motions. Strengthening strategies included two- and three-level posterior ligament tethers (TE-T7-T9 and TE-T6-T9), and tethers with T7 &T8 vertebral body augmentation (TECE-T7-T9 and TECE-T6-T9).

FINDINGS

Compared to the spinal fusion model, the ligament tethers strengthening significantly reduced the flexion-extension range of motion difference among the proximal vertebrae. During the flexion-extension motion, the T8 vertebra stresses in the TE-T7-T9, TE-T6-T9, TECE-T7-T9, and TECE-T6-T9 models were distinctively reduced, the values decreased by 26.8%, 28.3%, 28.8%, and 9.6%, respectively, during flexion, and by 21.9%, 35.2%, 23%, and 18.6%, respectively, during extension. In the strengthening models, the maximum stresses on the T7/T8 intervertebral disc in the TE-T6-T9 model were reduced by 13.8% during flexion and by 14.7% during extension.

INTERPRETATION

Based on our results, the ligament strengthening configuration of the three-level posterior tethers produced a more gradual transition in range of motion, vertebrae stresses, and intervertebral discs stress between the fused and non-fused segments, especially during flexion-extension, which may significantly decrease the proximal junctional kyphosis biomechanical risk.

Torque- and Muscle-Driven Flexion Induce Disparate Risks of In Vitro Herniation: A Multiscale and Multiphasic Structure-Based Finite Element Study

The intervertebral disc is a complex structure that experiences multiaxial stresses regularly. Disc failure through herniation is a common cause of lower back pain, which causes reduced mobility and debilitating pain, resulting in heavy socioeconomic burdens. Unfortunately, herniation etiology is not well understood, partially due to challenges in replicating herniation in vitro. Previous studies suggest that flexion elevated risks of herniation. Thus, the objective of this study was to use a multiscale and multiphasic finite element model to evaluate the risk of failure under torque- or muscle-driven flexion. Models were developed to represent torque-driven flexion with the instantaneous center of rotation (ICR) located on the disc, and the more physiologically representative muscle-driven flexion with the ICR located anterior of the disc. Model predictions highlighted disparate disc mechanics regarding bulk deformation, stress-bearing mechanisms, and intradiscal stress-strain distributions. Specifically, failure was predicted to initiate at the bone-disc boundary under torque-driven flexion, which may explain why endplate junction failure, instead of herniation, has been the more common failure mode observed in vitro. By contrast, failure was predicted to initiate in the posterolateral annulus fibrosus under muscle-driven flexion, resulting in consistent herniation. Our findings also suggested that muscle-driven flexion combined with axial compression could be sufficient for provoking herniation in vitro and in silico. In conclusion, this study provided a computational framework for designing in vitro testing protocols that can advance the assessment of disc failure behavior and the performance of engineered disc implants.

The biomechanical influence of facet joint parameters on corresponding segment in the lumbar spine: a new visualization method

BACKGROUND CONTEXT

Facet joints have been discussed as influential factors in the development of lumbar degeneration, which includes disc herniation and degenerative lumbar spondylolisthesis. Facet orientation (FO) and facet tropism (FT) are two important structural parameters of the lumbar facet joints. Many previous studies have focused on single parameter analysis of the lumbar spine. Owing to the correlation between independent variables, single-factor analysis cannot reflect the interaction between variables; however, there has been no corresponding biomechanical method developed to address this problem.

PURPOSE

To investigate the complex biomechanical influences on the lumbar spine when vertebral FO and FT are varied using finite element analysis (FEA) and contour maps visualization, and analyze the biomechanical role of facet joint structural parameters in the process of lumbar degenerative diseases.

STUDY DESIGN

A biomechanical modelling, analysis, and verification study was performed.

METHODS

A three-dimensional non-linear FEA model of 3 denucleated intervertebral discs (L2-3, L3-4, L4-5) with adjacent vertebral bodies (L2-L5) was created. Previously performed in vitro experiments provided experimental data for the range of motion in each load direction that was used for calibration. For 12 lumbar models, different facet joint angles relative to the sagittal plane at both L3-4 facet joints were simulated for 35°≤FO≤50° and 0°≤FT≤15°. By modifying different values of FO and FT, FEA simulation of different lumbar spine models was performed. Contour maps were used to visualize the FO- and FT-relevant data.

RESULTS

Under flexion, extension, and torsion moments, facet joint contact force and intradiscal stress increased with increasing FT. In the condition where FT remained 0° and increasing FO values, facet joint contact force and intradiscal stress remained low with no apparent increasing or decreasing trend when the model was under flexion, extension, and torsion moments. In the condition where FO and the FT values were varied at the same time, the highest force and stress regions in the contour maps were observed when all three types of moments were applied. Stress distributions of the L3-4 disc with different FT and FO values showed disc stress increased significantly with increases of FT and was concentrated on the ipsilateral region of the facet joint with the more sagittal orientation.

CONCLUSIONS

The combination of FO and FT has an important impact on the corresponding disc and facet joints, but FT played a more significant role. Moreover, disc stress was concentrated on the ipsilateral region of facet joint with greater sagittal orientation when FT existed. FT with high sagittal orientation may increase risk of recurrent LDH due to increase ipsilateral disc pressure.

CLINICAL SIGNIFICANCE

These biomechanical findings may help clinicians to understand the prognosis of some lumbar degenerative conditions.

Stability Evaluation of Different Oblique Lumbar Interbody Fusion Constructs in Normal and Osteoporotic Condition - A Finite Element Based Study

Introduction: In developed countries, the age structure of the population is currently undergoing an upward shift, resulting a decrease in general bone quality and surgical durability. Over the past decade, oblique lumbar interbody fusion (OLIF) has been globally accepted as a minimally invasive surgical technique. There are several stabilization options available for OLIF cage fixation such as self-anchored stand-alone (SSA), lateral plate-screw (LPS), and bilateral pedicle screw (BPS) systems. The constructs’ stability are crucial for the immediate and long-term success of the surgery. The aim of this study is to investigate the biomechanical effect of the aforementioned constructs, using finite element analysis with different bone qualities (osteoporotic and normal).

Method: A bi-segmental (L2–L4) finite element (FE) model was created, using a CT scan of a 24-year-old healthy male. After the FE model validation, CAD geometries of the implants were inserted into the L3–L4 motion segment during a virtual surgery. For the simulations, a 150 N follower load was applied on the models, then 10 Nm of torque was used in six general directions (flexion, extension, right/left bending, and right/left rotation), with different bone material properties.

Results: The smallest segmental (L3–L4) ROM (range of motion) was observed in the BPS system, except for right bending. Osteoporosis increased ROMs in all constructs, especially in the LPS system (right bending increase: 140.26%). Osteoporosis also increased the caudal displacement of the implanted cage in all models (healthy bone: 0.06 ± 0.03 mm, osteoporosis: 0.106 ± 0.07 mm), particularly with right bending, where the displacement doubled in SSA and LPS constructs. The displacement of the screws inside the L4 vertebra increased by 59% on average (59.33 ± 21.53%) due to osteoporosis (100% in LPS, rotation). BPS-L4 screw displacements were the least affected by osteoporosis.

Conclusions: The investigated constructs provide different levels of stability to the spine depending on the quality of the bone, which can affect the outcome of the surgery. In our model, the BPS system was found to be the most stable construct in osteoporosis. The presented model, after further development, has the potential to help the surgeon in planning a particular spinal surgery by adjusting the stabilization type to the patient’s bone quality.

A finite element model of the human lower thorax to pelvis spinal segment: Validation and modal analysis

BACKGROUND

Several finite element (FE) models have been developed to study the effects of vibration on human lumbar spine. However, the authors know of no published results so far that have proposed computed tomography-based FE models of whole lumbar spine including the pelvis to conduct dynamic analysis.

OBJECTIVE

To create and validate a three-dimensional ligamentous FE model of the human lower thorax to pelvis spinal segment (T12-Pelvis) and provide a detailed simulation environment to investigate the dynamic characteristics of the lumbar spine under whole body vibration (WBV).

METHODS

The T12-Pelvis model was generated based on volume reconstruction from computed tomography scans and validated against the published experimental data. FE modal analysis was implemented to predict dynamic characteristics associated with the first-order vertical resonant frequency and vibration mode of the model with upper body mass of 40 kg under WBV.

RESULTS

It was found that the current FE model was validated and corresponded closely with the published data. The obtained results from the modal analysis indicated that the first-order vertical resonant frequency of the T12-Pelvis model was 6.702 Hz, and the lumbar spine mainly performed vertical motion with a small anteroposterior motion. It was also found that shifting the upper body mass centroid onwards or rearwards from the normal upright sitting posture reduced the vertical resonant frequency.

CONCLUSIONS

These findings may be helpful to better understand vibration response of the human spine, and provide important information to minimize injury and discomfort for these WBV-exposed occupational groups.

Stress analysis of intervertebral disc during occupational activities

BACKGROUND AND OBJECTIVE

Manual material handling activities cause large compression of the intervertebral disc of the lumbar spine. Intradiscal pressure (IDP) has generally been employed to predict the risk of low back injury. As an alternative to in vivo measurements, either motion analysis or finite element (FE) analysis has been used to estimate IDP. The purpose of this study is to propose a new biomechanical method that integrates FE analysis with motion analysis, in order to estimate the stresses and deformations of the intervertebral disc of the lumbar spine during occupational activities.

METHODS

In the proposed method, motion analysis is performed first by using motion capture data, and the results are employed as input data to FE analysis at specific times of interest during motion. In this method, an in-house interface program is used to scale an initial reference FE model to the subject of experiment, and transformed to the corresponding posture at a specific time during motion. The muscle forces and GRF obtained from motion analysis are applied to FE analysis as boundary and loading conditions. For a total of eighteen occupational activities, the IDP, shear stress, and strain of the L4-L5 segment are estimated.

RESULTS

Under each in vivo activity, the predicted IDP was in overall agreement with the available in vivo data. For lifting activities according to lift origin position, the maximum IDP occurred in the far-knee position immediately after lifting. As the lift origin position moved away from the spine, the stresses and strains in the disc increased.

CONCLUSIONS

This new proposed method is expected to allow the estimation of the stresses and deformations in the intervertebral disc during various occupational activities.

High throughput computational evaluation of how scaffold architecture, material selection, and loading modality influence the cellular micromechanical environment in tissue engineering strategies

BACKGROUND

In tissue engineering (TE) strategies, cell processes are regulated by mechanical stimuli. Although TE scaffolds have been developed to replicate tissue-level mechanical properties, it is intractable to experimentally measure and prescribe the cellular micromechanical environment (CME) generated within these constructs. Accordingly, this study aimed to fill this lack of understanding by modeling the CME in TE scaffolds using the finite element method.

METHODS

A repeating unit of composite fiber scaffold for annulus fibrosus (AF) repair with a fibrin hydrogel matrix was prescribed a series of loading, material, and architectural parameters. The distribution of CME in the scaffold was predicted and compared to proposed target mechanics based on anabolic responses of AF cells.

RESULTS

The multi-axial loading modality predicted the greatest percentage of cell volumes falling within the CME target envelope (%PTE) in the study (65 %PTE for 5.0% equibiaxial tensile strain with 50 kPa radial-direction compression; 7.6 %PTE without radial pressure). Additionally, the architectural scale had a moderate influence on the CME (maximum of 17 %PTE), with minimal change in the tissue-level properties of the scaffold. Scaffold materials and architectures had secondary influences on the predicted regeneration by modifying the tissue-level scaffold mechanics.

CONCLUSIONS

Scaffold loading modality was identified as the critical factor for TE the AF. Scaffold materials and architecture were also predicted to modulate the scaffold loading and, therefore, control the CME indirectly. This study facilitated an improved understanding of the relationship between tissue-level and cell-level mechanics to drive anabolic cell responses for tissue regeneration.

Biomechanical modeling of spinal ligaments: finite element analysis of L4-L5 spinal segment

The complex mechanical structure of spine is usually simplified in finite element (FE) modes. In this study, different 3D models of L4-L5 spinal segment distinguished by their ligament modelling were developed (1D truss, 2D shell and 3D space truss elements). All models could be considered validated with respect to range of motion and intradiscal pressure, although their ligament stresses/forces were substantially different. The models with 2D shell and 3D space truss ligaments showed the stress distribution and identified the potential failure/injury locations in ligaments. The model with 3D space truss ligaments showed the stress/force direction (representing collagen fiber directions).

Assessment of Intravertebral Mechanical Strains and Cancellous Bone Texture Under Load Using a Clinically Available Digital Tomosynthesis Modality

Vertebral fractures are the most common osteoporotic fractures, but clinical means for assessment of vertebral bone integrity are limited in accuracy, as they typically use surrogate measures that are indirectly related to mechanics. The objective of this study was to examine the extent to which intravertebral strain distributions and changes in cancellous bone texture generated by a load of physiological magnitude can be characterized using a clinically available imaging modality. We hypothesized that digital tomosynthesis-based digital volume correlation (DTS-DVC) and image texture-based metrics of cancellous bone microstructure can detect development of mechanical strains under load. Isolated cadaveric T11 vertebrae and L2-L4 vertebral segments were DTS imaged in a nonloaded state and under physiological load levels. Axial strain, maximum principal strain, maximum compressive and tensile principal strains, and von Mises equivalent strain were calculated using the DVC technique. The change in textural parameters (line fraction deviation, anisotropy, and fractal parameters) under load was calculated within the cancellous centrum. The effect of load on measured strains and texture variables was tested using mixed model analysis of variance, and relationships of strain and texture variables with donor age, bone density parameters, and bone size were examined using regression models. Magnitudes and heterogeneity of intravertebral strain measures correlated with applied loading and were significantly different from background noise. Image texture parameters were found to change with applied loading, but these changes were not observed in the second experiment testing L2-L4 segments. DTS-DVC-derived strains correlated with age more strongly than did bone mineral density (BMD) for T11.

A microstructure-based model for a full lamellar-interlamellar displacement and shear strain mapping inside human intervertebral disc core

The determinant role of the annulus fibrosus interlamellar zones in the intervertebral disc transversal and volumetric responses and hence on their corresponding three-dimensional conducts have been only revealed and appreciated recently. Their consideration in disc modeling strategies has been proven to be essential for the reproduction of correct local strain and displacement fields inside the disc especially in the unconstrained directions of the disc. In addition, these zones are known to be the starting areas of annulus fibrosus circumferential tears and disc delamination failure mode, which is often judged as one of the most dangerous disc failure modes that could evolve with time leading to disc hernia. For this latter reason, the main goal of the current contribution is to incorporate physically for the first time, the interlamellar zones, at the scale of a complete human lumbar intervertebral disc, in order to allow a correct local vision and replication of the different lamellar-interlamellar interactions and an identification of the interlamellar critical zones. By means of a fully tridimensional chemo-viscoelastic constitutive model, which we implemented into a finite element code, the physical, mechanical and chemical contribution of the interlamellar zones is added to the disc. The chemical-induced volumetric response is accounted by the model for both the interlamellar zones and the lamellae using experimentally-based fluid kinetics. Computational simulations are performed and critically discussed upon different simple and complex physiological movements. The disc core and the interlamellar zones are numerically accessed, allowing the observation of the displacement and shear strain fields that are compared to direct MRI experiments from the literature. Important conclusions about the correct lamellar-interlamellar-nucleus interactions are provided thanks to the developed model. The critical interlamellar spots with the highest delamination potentials are defined, analyzed and related to the local kinetics and microstructure.

A biomechanical study of proximal junctional kyphosis after posterior long segment fusion with vertebral body augmentation

Background Proximal junction kyphosis is a common clinical complication of posterior long-segment spinal fusion and vertebral body augmentation method is one of the effective approaches to prevent it. The purpose of this study was to explore the biomechanical effect of proximal junction kyphosis after posterior long-segment thoracolumbar fusion with different vertebral augmentation schemes using finite element analysis. Methods 3D nonlinear finite element models of T1-L5 spine posterior long-segment T8-L5 thoracolumbar fusion combined with T7, T8 and T7&T8 vertebral bone cement augmentation were constructed from human spine CT data and clinical surgical operation scheme to analyze the von Mises stress in the vertebrae, intervertebral discs pressure and pedicle screws system loads under the flexion, extension, lateral bending and axial rotation motion. Findings Compared with thoracolumbar posterior long-segment fusion model, T7 maximum stress in T7, T8 and T7&T8 vertebrae augmentation models were reduced by 8.64%, 7.17%, 8.51%;0.79%, -3.88%,1.67%;4.02%, 5.30%, 4.27% and 3.18%, 3.06%, -6.38% under the flexion, extension, lateral bending and axial rotation motion. T7/T8 intervertebral disc pressure in T7, T8, T7&T8 vertebral augmentation models were 36.71Mpa,29.78Mpa,36.47Mpa;22.25Mpa,18.35Mpa,22.06Mpa;84.27Mpa,68.17Mpa, 83.89Mpa and 52.23Mpa, 38.78Mpa,52.10Mpa under the same condition. The maximum stress 178.2Mpa of pedicle screws is mainly distributed at the root of screw. Interpretation Thoracolumbar posterior long-segment fusion with proximal double-segment vertebral augmentation should be recommended to prevent proximal junction kyphosis than single-segment augmentation. Simulation results can provide theoretical foundations and assist surgeons in selecting the appropriate operation scheme.

Finite Element Analysis of an Improved Correction System for Spinal Deformity

BACKGROUND/AIM

Surgical treatment for spinal deformity aims to correct malformation, release the nerves, and reconstruct spinal stability. To explore and develop a new improved spinal correction system (ISCS) for clinical application, we studied the stability and biomechanical characteristics of the ISCS through finite element analysis and comparison of the ISCS with the pedicle screw and rod system (PSRS).

PATIENTS AND METHODS

Using L1-L3 CT image data of a normal adult male lumbar spine for establishment of L1-L3 finite element model, we established posterior internal fixation models for a comparative finite element analysis of PSRS and ISCS. An axial load of 500 N and a moment of 10 N•m were applied to L1 to simulate flexion, extension, lateral bending, and axial rotation. Stress distribution characteristics, load sharing, strain bending stiffness and strain angle change of the models were measured.

RESULTS

In flection and extension directions, the maximum stress of the L2 vertebral body and the L1/2 and L2/3 discs in PSRS was less than that of ISCS. In lateral bending and axial rotation directions, the maximum stress between PSRS and ISCS was similar. However, the stress shielding rate of L2, L1/2, and L2/3 intervertebral discs in ISCS was significantly lower than that of PSRS. We also found that both models had similar angular displacement and maximum displacement in lateral bending direction, but PSRS had a lower angular displacement and maximum displacement in flection and extension directions. Finally, we showed that PSRS had similar angular displacement and a lower maximum displacement compared with ISCS in axial rotation, whereas ISCS had lower bending stiffness than PSRS in different directions.

CONCLUSION

ISCS can effectively fix spinal deformities compared to PSRS. ISCS provides a new option for orthopedic surgery treatment of scoliosis and, therefore, warrants further clinical studies in patients with other spinal deformities.

A Robust Multiscale and Multiphasic Structure-Based Modeling Framework for the Intervertebral Disc

A comprehensive understanding of multiscale and multiphasic intervertebral disc mechanics is crucial for designing advanced tissue engineered structures aiming to recapitulate native tissue behavior. The bovine caudal disc is a commonly used human disc analog due to its availability, large disc height and area, and similarities in biochemical and mechanical properties to the human disc. Because of challenges in directly measuring subtissue-level mechanics, such as in situ fiber mechanics, finite element models have been widely employed in spinal biomechanics research. However, many previous models use homogenization theory and describe each model element as a homogenized combination of fibers and the extrafibrillar matrix while ignoring the role of water content or osmotic behavior. Thus, these models are limited in their ability in investigating subtissue-level mechanics and stress-bearing mechanisms through fluid pressure. The objective of this study was to develop and validate a structure-based bovine caudal disc model, and to evaluate multiscale and multiphasic intervertebral disc mechanics under different loading conditions and with degeneration. The structure-based model was developed based on native disc structure, where fibers and matrix in the annulus fibrosus were described as distinct materials occupying separate volumes. Model parameters were directly obtained from experimental studies without calibration. Under the multiscale validation framework, the model was validated across the joint-, tissue-, and subtissue-levels. Our model accurately predicted multiscale disc responses for 15 of 16 cases, emphasizing the accuracy of the model, as well as the effectiveness and robustness of the multiscale structure-based modeling-validation framework. The model also demonstrated the rim as a weak link for disc failure, highlighting the importance of keeping the cartilage endplate intact when evaluating disc failure mechanisms in vitro. Importantly, results from this study elucidated important fluid-based load-bearing mechanisms and fiber-matrix interactions that are important for understanding disease progression and regeneration in intervertebral discs. In conclusion, the methods presented in this study can be used in conjunction with experimental work to simultaneously investigate disc joint-, tissue-, and subtissue-level mechanics with degeneration, disease, and injury.

A comprehensive approach for the validation of lumbar spine finite element models investigating post-fusion adjacent segment effects

Spinal fusion surgery is usually followed by accelerated degenerative changes in the unfused segments above and below the treated segment(s), i.e., adjacent segment disease (ASD). While a number of risk factors for ASD have been suggested, its exact pathogenesis remains to be identified. Finite element (FE) models are indispensable tools to investigate mechanical effects of fusion surgeries on post-fusion changes in the adjacent segment kinematics and kinetics. Existing modeling studies validate only their intact FE model against in vitro data and subsequently simulate post-fusion in vivo conditions. The present study provides a novel approach for the comprehensive validation of a lumbar (T12-S1) FE model in post-fusion conditions. Sixteen simulated fusion surgeries, performed on cadaveric specimens using various testing and loading conditions, were modeled by this FE model. Predictions for adjacent segment range of motion (RoM) and intradiscal pressure (IDP) were compared with those obtained from the corresponding in vitro tests. Overall, 70% of the predicted adjacent segment RoMs were within the range of in vitro data for both intact and post-fusion conditions. Correlation (r) values between model and in vitro findings for the adjacent segment RoMs were positive and greater than 0.84. Most of the predicted IDPs were, however, out of the narrow range of in vitro IDPs at the adjacent segments but with great positive correlations (r ≥ 0.89). FE modeling studies investigating the effect of fusion surgery on in vivo adjacent segment biomechanics are encouraged to use post-surgery in vitro data to validate their FE model.

Numerical analysis of the mechanical behaviour of intact and implanted lumbar functional spinal units: Effects of loading and boundary conditions

The objective of this study was to develop an improved finite element (FE) model of a lumbar functional spinal unit (FSU) and to subsequently analyse the deviations in load transfer owing to implantation. The effects of loading and boundary conditions on load transfer in intact and implanted FSUs and its relationship with the potential risk of vertebral fracture were investigated. The FE models of L1-L5 and L3-L4 FSUs, intact and implanted, were developed using patient-specific CT-scan dataset and segmentation of cortical and cancellous bone regions. The effect of submodelling technique, as compared to artificial boundary conditions, on the elastic behaviour of lumbar spine was examined. Applied forces and moments, corresponding to physiologic movements, were used as loading conditions. Results indicated that the loading and boundary conditions considerably affect stress-strain distributions within a FSU. This study, based on an improved FE model of a vertebra, highlights the importance of using the submodelling technique to adequately evaluate the mechanical behaviour of a FSU. In the intact FSU, strains of 200-400 µε were observed in the cancellous bone of vertebral body and pedicles. High equivalent stresses of 10-25 MPa and 1-5 MPa were generated around the pars interarticularis for cortical and cancellous regions, respectively. Implantation caused reductions of 85%-92% in the range of motion for all movements. Insertion of the intervertebral cage resulted in major deviations in load transfer across a FSU for all movements. The cancellous bone around cage experienced pronounced increase in stresses of 10-15 MPa, which indicated potential risk of failure initiation in the vertebra.

Modeling of human intervertebral disc annulus fibrosus with complex multi-fiber networks

Collagen fibers within the annulus fibrosus (AF) lamellae are unidirectionally aligned with alternating orientations between adjacent layers. AF constitutive models often combine two adjacent lamellae into a single equivalent layer containing two fiber networks with a crisscross pattern. Additionally, AF models overlook the inter-lamellar matrix (ILM) as well as elastic fiber networks in between lamellae. We developed a nonhomogenous micromechanical model as well as two coarser homogenous hyperelastic and microplane models of the human AF, and compared their performances against measurements (tissue level uniaxial and biaxial tests as well as whole disc experiments) and seven published hyperelastic models. The micromechanical model had a realistic non-homogenous distribution of collagen fiber networks within each lamella and elastic fiber network in the ILM. For small matrix linear moduli (<0.2 MPa), the ILM showed substantial anisotropy (>10%) due to the elastic fiber network. However, at moduli >0.2 MPa, the effects of the elastic fiber network on differences in stress-strain responses at different directions disappeared (<10%). Variations in sample geometry and boundary conditions (due to uncertainty) markedly affected stress-strain responses of the tissue in uniaxial and biaxial tests (up to 16 times). In tissue level tests, therefore, simulations should represent testing conditions (e.g., boundary conditions, specimen geometry, preloads) as closely as possible. Stress/strain fields estimated from the single equivalent layer approach (conventional method) yielded different results from those predicted by the anatomically more accurate apparoach (i.e., layerwise). In addition, in a disc under a compressive force (symmetric loading), asymmetric stress-strain distributions were computed when using a layerwise simulation. Although all developed and selected published AF models predicted gross compression-displacement responses of the whole disc within the range of measured data, some showed excessively stiff or compliant responses under tissue-level uniaxial/biaxial tests. This study emphasizes, when constructing and validating constitutive models of AF, the importance of the proper simulation of individual lamellae as distinct layers, and testing parameters (sample geometric dimensions/loading/boundary conditions).

Developing a novel functional disc emulator to investigate the nucleus pulposus replacement

We have developed a simple, inexpensive and innovative device for reproducing the global mechanical behavior of spinal motion segments and the local mechanical environment experienced by lumbar intervertebral discs. The device has several broad functions: (1) exploration of the basic mechanics underlying this complex skeletal system, (2) connecting changes in tissue characteristics with overall motion segment function, and (3) evaluation of strategies for repair and replacement of disc components. This "disc emulator" consists of three main parts: (1) an artificial annulus fibrosus (AAF), made out of silicone, with lumbar disc geometry and adjustable material properties, (2) a hydrogel nucleus pulposus (NP) also with lumbar disc geometry and adjustable material properties, and (3) simulated vertebral bodies 3D printed with trabecular bone simulated by a rigid polymer (Acrylonitrile Butadiene Styrene, ABS) and end plates crafted from a compliant polymer (Thermoplastic Polyurethane, TPU). Mechanical compression experiments have been conducted using the disc emulator under similar protocols to published studies of human cadaver samples. Bulging of the artificial annulus fibrosus was examined under axial compression loads using digital image correlation (DIC), and results show close agreement. We see this approach of using anatomical geometry and multiple adjustable components as a useful means of creating accurate local stress/strain environments for preliminary material evaluation, without the variability and difficulty inherent indirect testing of cadaveric materials.

Fiber engagement accounts for geometry-dependent annulus fibrosus mechanics: A multiscale, Structure-Based Finite Element Study

A comprehensive understanding of biological tissue mechanics is crucial for designing engineered tissues that aim to recapitulate native tissue behavior. Tensile mechanics of many fiber-reinforced tissues have been shown to depend on specimen geometry, which makes it challenging to compare data between studies. In this study, a validated multiscale, structure-based finite element model was used to evaluate the effect of specimen geometry on multiscale annulus fibrosus tensile mechanics through a fiber engagement analysis. The relationships between specimen geometry and modulus, Poisson's ratio, tissue stress-strain distributions, and fiber reorientation behaviors were investigated at both tissue and sub-tissue levels. It was observed that annulus fibrosus tissue level tensile properties and stress transmission mechanisms were dependent on specimen geometry. The model also demonstrated that the contribution of fiber-matrix interactions to tissue mechanical response was specimen size- and orientation-dependent. The results of this study reinforce the benefits of structure-based finite element modeling in studies investigating multiscale tissue mechanics. This approach also provides guidelines for developing optimal combined computational-experimental study designs for investigating fiber-reinforced biological tissue mechanics. Additionally, findings from this study help explain the geometry dependence of annulus fibrosus tensile mechanics previously reported in the literature, providing a more fundamental and comprehensive understanding of tissue mechanical behavior. In conclusion, the methods presented here can be used in conjunction with experimental tissue level data to simultaneously investigate tissue and sub-tissue scale mechanics, which is important as the field of soft tissue biomechanics advances toward studies that focus on diminishing length scales.

The mechano-response of murine annulus fibrosus cells to cyclic tensile strain is frequency dependent

The intervertebral disk (IVD) is a composite structure essential for spine stabilization, load bearing, and movement. Biomechanical factors are important contributors to the IVD microenvironment regulating joint homeostasis; however, the cell type-specific effectors of mechanotransduction in the IVD are not fully understood. The current study aimed to determine the effects of cyclic tensile strain (CTS) on annulus fibrosus (AF) cells and identify mechano-sensitive pathways. Using a cell-type specific reporter mouse to differentiation NP and AF cells from the murine IVD, we characterized AF cells in dynamic culture exposed to CTS (6% strain) at specific frequencies (0.1 Hz, 1.0 Hz, or 2.0 Hz). We demonstrate that our culture model maintains the phenotype of primary AF cells and that the bioreactor system delivers uniform biaxial strain across the cell culture surface. We show that exposure of AF cells to CTS induces cytoskeleton reorganization resulting in stress fiber formation, with acute exposure to CTS at 2.0 Hz inducing a significant yet transient increase ERK1/2 pathway activation. Using SYBPR-based qPCR to assess the expression of extracellular matrix (ECM) genes, ECM-remodeling genes, candidate mechano-sensitive genes, inflammatory cytokines and cell surface receptors, we demonstrated that exposure of AF cells to CTS at 0.1 Hz increased Acan, Prg4, Col1a1 and Mmp3 expression. AF cells exposed to CTS at 1.0 Hz showed a significant increase in the expression of Acan, Myc, and Tnfα. Exposure of AF cells to CTS at 2.0 Hz induced a significant increase in Acan, Prg4, Cox2, Myc, Fos, and Tnfα expression. Among the cell surface receptors assessed, AF cells exposed to CTS at 2.0 Hz showed a significant increase in Itgβ1, Itgα5, and Trpv4 expression. Our findings demonstrate that the response of AF cells to CTS is frequency dependent and suggest that mechanical loading may directly contribute to matrix remodeling and the onset of local tissue inflammation in the murine IVD.

Interlamellar matrix governs human annulus fibrosus multiaxial behavior

Establishing accurate structure–property relationships for intervertebral disc annulus fibrosus tissue is a fundamental task for a reliable computer simulation of the human spine but needs excessive theoretical-numerical-experimental works. The difficulty emanates from multiaxiality and anisotropy of the tissue response along with regional dependency of a complex hierarchic structure interacting with the surrounding environment. We present a new and simple hybrid microstructure-based experimental/modeling strategy allowing adaptation of animal disc model to human one. The trans-species strategy requires solely the basic knowledge of the uniaxial circumferential response of two different animal disc regions to predict the multiaxial response of any human disc region. This work demonstrates for the first time the determining role of the interlamellar matrix connecting the fibers-reinforced lamellae in the disc multiaxial response. Our approach shows encouraging multiaxial predictive capabilities making it a promising tool for human spine long-term prediction.

Alternative Pedicle Screw Design via Biomechanical Evaluation

With the recent increase in the elderly population, many people suffer from spinal diseases, and, accordingly, spinal fusion surgery using pedicle screws has been widely applied to treat them. However, most research on pedicle screw design has been focused on the test results rather than the behavior of the screws and vertebrae. In this study, a design platform with a series of biomechanical tests and analyses were presented for pedicle screw improvement and evaluation. The platform was then applied to an alternative hybrid screw design with quadruple and double threads. An experimental apparatus was developed to investigate the bending strength of the screw, and several tests were performed based on the ASTM F1717 standard. In the experiments, it was confirmed that the alternative pedicle screw has the highest bending strength. To examine the stress distribution of pedicle screws, finite element models were established, through which it was found that the proposed pedicle screw has sufficient mechanical safety to make it acceptable for spinal fusion treatment. Finally, we conclude that the platform has good potential for the design and evaluation of pedicle screws, and the alternative dual screw design is one of the best options for spinal fusion surgery.

Effect of the intervertebral disc on vertebral bone strength prediction: a finite-element study

BACKGROUND CONTEXT

Osteoporotic vertebral fractures (OVFs) are a prevalent skeletal condition in the elderly but the mechanism behind these fractures remain unclear due to the complex biomechanical interplay between spinal segments such as the vertebra and intervertebral discs (IVDs).

PURPOSE

To investigate the biomechanical influence of IVDs by (1) comparing finite element (FE)-predicted failure load with experimentally measured failure load of functional spinal units (FSUs) and (2) comparing this correlation with those of FE-predicted failure load and bone mineral density (BMD) of the single central vertebra with experimentally measured failure load.

STUDY DESIGN

A computational biomechanical analysis.

PATIENT SAMPLE

Ten thoracic FSUs consisting of a central vertebra, the adjacent IVDs, and the upper and lower halves of the adjacent vertebrae were harvested from formalin-fixed human donors (4 males, 6 females; mean age of 82±9 years).

OUTCOME MEASURES

The outcome measures included the prediction of vertebral strength and determination of BMD in FSUs and the single central vertebra and the correlation of both measures with experimentally measured vertebral strength of the FSUs.

METHODS

The FSUs underwent clinical multidetector computed tomography (MDCT) (spatial resolution: 250×250×600 μm³). BMD was determined for the FSUs from the MDCT images of the central vertebrae. FE-predicted failure load was calculated in the single central vertebra of the FSUs alone and the entire FSUs. Experimentally measured failure load of the FSUs was determined in a uniaxial biomechanical test.

RESULTS

BMD of the central vertebrae correlated significantly with experimentally measured failure load (R²=0.66, p<.02), whereas FE-predicted failure load of the central vertebra showed no significant correlation with experimentally measured failure load (p=.07). However, FE-predicted failure load of FSUs best predicted experimentally measured failure load of FSUs (R²=0.93, p<.0001).

CONCLUSIONS

This study demonstrated that routine clinical MDCT images can be an accurate and feasible tool for prediction of OVFs using patient-specific FE analysis of FSU models.

CLINICAL SIGNIFICANCE

Improved management of OVFs is essential amidst current clinical challenges. Implementation of a vertebral strength assessment tool could result in more accurate prediction of osteoporotic fracture risk and aid clinicians with better targeted early treatment strategies.

Effect of changes in the lumbar posture in lifting on trunk muscle and spinal loads: A combined in vivo, musculoskeletal, and finite element model study

Irrespective of the lifting technique (squat or stoop), the lumbar spine posture (more kyphotic versus more lordotic) adopted during lifting activities is an important parameter affecting the active-passive spinal load distribution. The advantages in either posture while lifting remains, however, a matter of debate. To comprehensively investigate the role on the trunk biomechanics of changes in the lumbar posture (lordotic, free or kyphotic) during forward trunk flexion, validated musculoskeletal and finite element models, driven by in vivo kinematics data, were used to estimate detailed internal tissue stresses-forces in and load-sharing among various joint active-passive tissues. Findings indicated that the lordotic posture, as compared to the kyphotic one, resulted in marked increases in back global muscle activities (~14-19%), overall segmental compression (~7.5-46.1%) and shear (~5.4-47.5%) forces, and L5-S1 facet joint forces (by up to 80 N). At the L5-S1 level, the lordotic lumbar posture caused considerable decreases in the moment resisted by passive structures (spine and musculature, ~14-27%), negligible reductions in the maximum disc fiber strains (by ~0.4-4.7%) and small increases in intradiscal pressure (~1.8-3.4%). Collectively and with due consideration of the risk of fatigue and viscoelastic creep especially under repetitive lifts, current results support a free posture (in between the extreme kyphotic and lordotic postures) with moderate contributions from both active and passive structures during lifting activities involving trunk forward flexion.

Historical Review of Combined Experimental and Computational Approaches for Investigating Annulus Fibrosus Mechanics

Intervertebral disc research has sought to develop a deeper understanding of spine biomechanics, the complex relationship between disc health and back pain, and the mechanisms of spinal injury and repair. To do so, many researchers have focused on characterizing tissue-level properties of the disc, where the roles of tissue subcomponents can be more systematically investigated. Unfortunately, experimental challenges often limit the ability to measure important disc tissue- and subtissue-level behaviors, including fiber–matrix interactions, transient nutrient and electrolyte transport, and damage propagation. Numerous theoretical and numerical modeling frameworks have been introduced to explain, complement, guide, and optimize experimental research efforts. The synergy of experimental and computational work has significantly advanced the field, and these two aspects have continued to develop independently and jointly. Meanwhile, the relationship between experimental and computational work has become increasingly complex and interdependent. This has made it difficult to interpret and compare results between experimental and computational studies, as well as between solely computational studies. This paper seeks to explore issues of model translatability, robustness, and efficient study design, and to propose and motivate potential future directions for experimental, computational, and combined tissue-level investigations of the intervertebral disc.

Comparison of Biomechanical Performance of Five Different Treatment Approaches for Fixing Posterior Pelvic Ring Injury

Background

A large number of pelvic injuries are seriously unstable, with mortality rates reaching 19%. Approximately 60% of pelvic injuries are related to the posterior pelvic ring. However, the selection of a fixation method for a posterior pelvic ring injury remains a challenging problem for orthopedic surgeons. The aim of the present study is to investigate the biomechanical performance of five different fixation approaches for posterior pelvic ring injury and thus provide guidance on the choice of treatment approach in a clinical setting.

Methods

A finite element (FE) model, including the L3-L5 lumbar vertebrae, sacrum, and full pelvis, was created from CT images of a healthy adult. Tile B and Tile C types of pelvic fractures were created in the model. Five different fixation methods for fixing the posterior ring injury (PRI) were simulated: TA1 (conservative treatment), TA2 (S1 screw fixation), TA3 (S1 + S2 screw fixation), TA4 (plate fixation), and TA5 (modified triangular osteosynthesis). Based on the fixation status (fixed or nonfixed) of the anterior ring and the fixation method for PRI, 20 different FE models were created. An upright standing loading scenario was simulated, and the resultant displacements at the sacroiliac joint were compared between different models.

Results

When TA5 was applied, the resultant displacements at the sacroiliac joint were the smallest (1.5 mm, 1.6 mm, 1.6 mm, and 1.7 mm) for all the injury cases. The displacements induced by TA3 and TA2 were similar to those induced by TA5. TA4 led to larger displacements at the sacroiliac joint (2.3 mm, 2.4 mm, 4.8 mm, and 4.9 mm), and TA1 was the worst case (3.1 mm, 3.2 mm, 6.3 mm, and 6.5 mm).

Conclusions

The best internal fixation method for PRI is the triangular osteosynthesis approach (TA5), followed by S1 + S2 screw fixation (TA3), S1 screw fixation (TA2), and plate fixation (TA4).

Interlamellar-induced time-dependent response of intervertebral disc annulus: A microstructure-based chemo-viscoelastic model

The annulus fibrosus of the intervertebral disc exhibits an unusual transversal behavior for which a constitutive representation that considers as well regional effect, chemical sensitivity and time-dependency has not yet been developed, and it is hence the aim of the present contribution. A physically-based model is proposed by introducing a free energy function that takes into account the actual disc annulus structure in relation with the surrounding biochemical environment. The response is assumed to be dominated by the viscoelastic contribution of the extracellular matrix, the elastic contribution of the oriented collagen fibers and the osmo-induced volumetric contribution of the internal fluid content variation. The regional dependence of the disc annulus response due to variation in fibers content/orientation allows a micromechanical treatment of the soft tissue. A finite element model of the annulus specimen is designed while taking into consideration the 'interlamellar' ground substance zone between lamellae of the layered soft tissue. The kinetics is designed using full-field strain measurements performed on specimens extracted from two disc annulus regions and tested under different osmotic conditions. The time-dependency of the tissue response is reported on stress-free volumetric changes, on hysteretic stress and transversal strains during quasi-static stretching at different strain-rates and on their temporal changes during an interrupted stretching. Considering the effective contributions of the internal fluid transfer and the extracellular matrix viscosity, the microstructure-based chemo-mechanical model is found able to successfully reproduce the significant features of the macro-response and the unusual transversal behavior including the strong regional dependency from inner to outer parts of the disc: Poisson's ratio lesser than 0 (auxetic) in lamellae plane, higher than 0.5 in fibers plane, and their temporal changes towards usual values (between 0 and 0.5) at chemo-mechanical equilibrium. The underlying time-dependent mechanisms occurring in the tissue are analyzed via the local numerical fields and important insights about the effective role of the interlamellar zone are revealed for the different disc localizations. STATEMENT OF SIGNIFICANCE: The structural complexity of the annulus fibrosus has only been appreciated through recent experimental contributions and a constitutive representation that considers as well regional effect, chemical sensitivity and time-dependency of the unusual transversal behavior has not yet been developed. Here, a microstructure-based chemo-viscoelastic model is developed to highlight the interlamellar-induced time-dependent response by means of a two-scale strategy. The model provides important insights about the origin of the time-dependent phenomena in disc annulus along with regional dependency, essential for understanding disc functionality.

Material properties of human lumbar intervertebral discs across strain rates

BACKGROUND CONTEXT

The use of finite element (FE) methods to study the biomechanics of the intervertebral disc (IVD) has increased over recent decades due to their ability to quantify internal stresses and strains throughout the tissue. Their accuracy is dependent upon realistic, strain-rate dependent material properties, which are challenging to acquire.

PURPOSE

The aim of this study was to use the inverse FE technique to characterize the material properties of human lumbar IVDs across strain rates.

STUDY DESIGN

A human cadaveric experimental study coupled with an inverse finite element study.

METHODS

To predict the structural response of the IVD accurately, the material response of the constituent structures was required. Therefore, compressive experiments were conducted on 16 lumbar IVDs (39±19 years) to obtain the structural response. An FE model of each of these experiments was developed and then run through an inverse FE algorithm to obtain subject-specific constituent material properties, such that the structural response was accurate.

RESULTS

Experimentally, a log-linear relationship between IVD stiffness and strain rate was observed. The material properties obtained through the subject-specific inverse FE optimization of the annulus fibrosus (AF) fiber and AF fiber ground matrix allowed a good match between the experimental and FE response. This resulted in a Young modulus of AF fibers (-MPa) to strain rate (ε˙, /s) relationship of YMAF=31.5ln(ε˙)+435.5, and the C₁₀ parameter of the Neo-Hookean material model of the AF ground matrix was found to be strain-rate independent with an average value of 0.68 MPa.

CONCLUSIONS

These material properties can be used to improve the accuracy, and therefore predictive ability of FE models of the spine that are used in a wide range of research areas and clinical applications.

CLINICAL SIGNIFICANCE

Finite element models can be used for many applications including investigating low back pain, spinal deformities, injury biomechanics, implant design, design of protective systems, and degenerative disc disease. The accurate material properties obtained in this study will improve the predictive ability, and therefore clinical significance of these models.

Recent Trends, Technical Concepts and Components of Computer-Assisted Orthopedic Surgery Systems: A Comprehensive Review

Computer-assisted orthopedic surgery (CAOS) systems have become one of the most important and challenging types of system in clinical orthopedics, as they enable precise treatment of musculoskeletal diseases, employing modern clinical navigation systems and surgical tools. This paper brings a comprehensive review of recent trends and possibilities of CAOS systems. There are three types of the surgical planning systems, including: systems based on the volumetric images (computer tomography (CT), magnetic resonance imaging (MRI) or ultrasound images), further systems utilize either 2D or 3D fluoroscopic images, and the last one utilizes the kinetic information about the joints and morphological information about the target bones. This complex review is focused on three fundamental aspects of CAOS systems: their essential components, types of CAOS systems, and mechanical tools used in CAOS systems. In this review, we also outline the possibilities for using ultrasound computer-assisted orthopedic surgery (UCAOS) systems as an alternative to conventionally used CAOS systems.

Multiscale composite model of fiber-reinforced tissues with direct representation of sub-tissue properties

In many fiber-reinforced tissues, collagen fibers are embedded within a glycosaminoglycan-rich extrafibrillar matrix. Knowledge of the structure-function relationship between the sub-tissue properties and bulk tissue mechanics is important for understanding tissue failure mechanics and developing biological repair strategies. Difficulties in directly measuring sub-tissue properties led to a growing interest in employing finite element modeling approaches. However, most models are homogeneous and are therefore not sufficient for investigating multiscale tissue mechanics, such as stress distributions between sub-tissue structures. To address this limitation, we developed a structure-based model informed by the native annulus fibrosus structure, where fibers and the matrix were described as distinct materials occupying separate volumes. A multiscale framework was applied such that the model was calibrated at the sub-tissue scale using single-lamellar uniaxial mechanical test data, while validated at the bulk scale by predicting tissue multiaxial mechanics for uniaxial tension, biaxial tension, and simple shear (13 cases). Structure-based model validation results were compared to experimental observations and homogeneous models. While homogeneous models only accurately predicted bulk tissue mechanics for one case, structure-based models accurately predicted bulk tissue mechanics for 12 of 13 cases, demonstrating accuracy and robustness. Additionally, six of eight structure-based model parameters were directly linked to tissue physical properties, further broadening its future applicability. In conclusion, the structure-based model provides a powerful multiscale modeling approach for simultaneously investigating the structure-function relationship at the sub-tissue and bulk tissue scale, which is important for studying multiscale tissue mechanics with degeneration, disease, or injury.

Design and Biomechanical Verification of Additive Manufactured Composite Spinal Cage Composed of Porous Titanium Cover and PEEK Body

Incidents of lumbar degenerative diseases, such as spinal stenosis and degenerative spondylolisthesis, are increasing due to the aging population, and as a result, posterior lumbar interbody fusion (PLIF) is widely used. However, the interbody fusion cage used in the fusion surgery has been reported to cause subsidence in the fusion cage of the titanium material and bone nonunion in the case of the polyetheretherketone (PEEK) material cage. Therefore, we aim to reduce the possibility of subsidence of the spinal fusion cage through its elastic modulus difference with the cortical bone of the vertebral body. For the vertebral end plate, which is related to the fusion rate, we also aim to design a new composite vertebral cage, which integrates a cover of porous structure using the additive manufacturing method of titanium alloy to fabricate a prototype, and to biomechanically verify the prototype. The method was as follows. In order to find a similar pore size of human cancellous bone, the pore size was adjusted and the results were measured with SEM. The pore size of each surface was measured individually and the mean value was calculated. Next, an animal experiment was conducted to confirm the degree of fusion of each structural type, and prototypes of various structures were fabricated. The degree of fusion was confirmed by a push down test. A prototype of the fusion cage composed of titanium and PEEK material was fabricated, and the possibility of subsidence by existence of porous structure was confirmed by using the lumbar spine finite element model. Then, the prototype was compared with the composite fusion cage developed by ASTM F2077 and ASTM F2267 methods, and with the commercial PEEK and titanium cages. As a result, the correlation between bone fusion and the porous structure, as well as size of the spine fusion cage composing the composite for porous structure and elasticity, was confirmed. Type 3 structures showed the best performance in bone fusion and the pore size of 1.2 mm was most suitable. In addition, the likelihood of subsidence of a cage with a porous structure was considered to be lower than that of a cage with a solid structure. When the new composite cage combined with two composites was compared with commercial products to verify, the performance was better than that of the existing PEEK material. The subsidence result was superior to the titanium product and showed similar results to PEEK products. In conclusion, the performance value was superior to the existing PEEK material, and the subsidence result was superior to the titanium product and was similar to the PEEK product, and thus, performance-wise, it is concluded that the PEEK product can be completely replaced with the new product.

Effect of osteoporosis on internal fixation after spinal osteotomy: A finite element analysis

BACKGROUND

Severe kyphotic deformity can affect the quality of life of the elderly and is commonly treated by an osteotomy. Considering that the elderly often suffer from osteoporosis, the safety and efficacy of internal fixation are particularly important. The aim of this study was to analyse the effect of osteoporosis on internal fixation after spinal osteotomy.

METHODS

One patient with a thoracolumbar kyphotic deformity who underwent spinal osteotomy was included. The CT images of the entire spine were used to construct a finite element model of the spine internal fixation after osteotomy. Material parameters were assigned to osteoporosis and normal bone groups, and the loads were used to simulate different working conditions, including axial compression, flexion, extension and lateral bending.

FINDINGS

Compared with normal bone mass, the pressure on osteotomized vertebrae was reduced by 8.32%, 1.92%, 36.79% and 79.80% in mild osteoporosis model during axial compression, flexion, extension and lateral bending, respectively. The pressure on screws and rods was increased in an osteoporosis model under axial compression. During flexion and lateral bending, the pressure on screws was increased but was decreased on rods. The opposite result was found during extension. With the degree of osteoporosis increases, the change of stress is more obvious.

INTERPRETATION

Under different bone mass conditions, the distribution patterns of stress in vertebrae, screws and rods were relatively similar. Collectively, the stress levels of vertebral bone were decreased and the stress levels of the screw/rod system were increased in an osteoporosis model compared to a normal bone model. Hence, osteoporosis may increase the risk of fracture and internal fixation failure.