Design and cadaveric validation of a novel device to quantify knee stability during total knee arthroplasty

Design, Evaluation, and Implementation of a Novel Magnetic Resonance Imaging-Compatible Physiologic Loading Simulator for Ex-Vivo Joints

Quantitative magnetic resonance imaging (qMRI), in combination with mechanical testing, offers potential to investigate how loading (e.g., from daily physical exercise) is related to joint and tissue function. However, current testing devices compatible with magnetic resonance imaging (MRI) are often limited to uniaxial compression, often applying low loads, or loading individual tissues (instead of multiple), while more complex simulators do not facilitate MRI. Hence, in this work, we designed, built and tested (N = 1) an MRI-compatible multi-axial load-control system, which enables scanning cadaveric joints (healthy or pathologic) loaded to physiologically relevant levels. Testing involved estimating and validating physiologic loading conditions before implementing them experimentally on cadaver knees to simulate and image gait loading (stance and swing). The resulting design consisted of a portable loading device featuring pneumatic actuators to reach a combined loading scenario, including axial compression (≤2.5 kN), shear (≤1 kN), bending (≤30 N·m) and muscle tension. Initial laboratory testing was carried out; specifically, the device was instrumented with force and pressure sensors to evaluate loading and contact response repeatability in one cadaver knee specimen. This loading system was able to simulate healthy or pathologic gait with reasonable repeatability (e.g., 1.23-2.91% coefficient of variation for axial compression), comparable to current state-of-the-art simulators, leading to generally consistent contact responses. Contact measurements demonstrated a tibiofemoral to patellofemoral load transfer with knee flexion and large contact pressures concentrated over small sites between the femoral cartilage and menisci, agreeing with experimental studies and numerical simulations in the literature.

In vivo human knee varus-valgus loading apparatus for analysis of MRI-based intratissue strain and relaxometry

The diagnosis of early-stage osteoarthritis remains as an unmet challenge in medicine and a roadblock to evaluating the efficacy of disease-modifying treatments. Recent studies demonstrate that unique patterns of intratissue cartilage deformation under cyclic loading can serve as potential biomarkers to detect early disease pathogenesis. However, a workflow to obtain deformation, strain maps, and quantitative MRI metrics due to the loading of articular cartilage in vivo has not been fully developed. In this study, we characterize and demonstrate an apparatus that is capable of applying a varus-valgus load to the human knee in vivo within an MRI environment to enable the measurement of cartilage structure and mechanical function. The apparatus was first tested in a lab environment, then the functionality and utility of the apparatus were examined during varus loading in a clinical 3T MRI system for human imaging. We found that the device enables quantitative MRI metrics for biomechanics and relaxometry data acquisition during joint loading leading to compression of the medial knee compartment. Integration with spiral DENSE MRI during cyclic loading provided time-dependent displacement and strain maps within the tibiofemoral cartilage. The results from these procedures demonstrate that the performance of this loading apparatus meets the design criteria and enables a simple and practical workflow for future studies of clinical cohorts, and the identification and validation of imaging-based biomechanical biomarkers.

Shear wave tensiometry tracks reductions in collateral ligament tension due to incremental releases

Surgeons routinely perform incremental releases on overly tight ligaments during total knee arthroplasty (TKA) to reduce ligament tension and achieve their desired implant alignment. However, current methods to assess whether the surgeon achieved their desired reduction in the tension of a released ligament are subjective and/or do not provide a quantitative metric of tension in an individual ligament. Accordingly, the purpose of this study was to determine whether shear wave tensiometry, a novel method to assess tension in individual ligaments based on the speed of shear wave propagation, can detect changes in ligament tension following incremental releases. In seven medial and eight lateral collateral porcine ligaments (MCL and LCL, respectively), we measured shear wave speeds and ligament tensions before and after incremental releases consisting of punctures with an 18-gauge needle. We found that shear wave speed squared decreased linearly with decreasing tension in both the MCL (average coefficient of determination (R2 avg ) = 0.76) and LCL (R2 avg  = 0.94). We determined that errors in predicting tension following incremental releases were 26.2 and 14.2 N in the MCL and LCL, respectively, using ligament-specific calibrations. These results suggest shear wave tensiometry is a promising method to objectively measure the tension reduction in released structures. Clinical Significance: Direct, objective measurements of the tension changes in individual ligaments following release could enhance surgical precision during soft tissue balancing in total knee arthroplasty. Thus, shear wave tensiometry could help surgeons reduce the risk of poor outcomes associated with overly tight ligaments, including residual knee pain and stiffness.

Arthroplasty Surgeons Differ in Their Intraoperative Soft Tissue Assessments: A Study in Human Cadavers to Quantify Surgical Decision-making in TKA

BACKGROUND

In TKA, soft tissue balancing is assessed through manual intraoperative trialing. This assessment is a physical examination via manually applied forces at the ankle, generating varus and valgus moments at the knee while the surgeon visualizes the lateral and medial gaps at the joint line. Based on this examination, important surgical decisions are made that influence knee stability, such as choosing the polyethylene insert thickness. Yet, the applied forces and the assessed gaps in this examination represent a qualitative art that relies on each surgeon's intuition, experience, and training. Therefore, the extent of variation among surgeons in conducting this exam, in terms of applied loads and assessed gaps, is unknown. Moreover, whether variability in the applied loads yields different surgical decisions, such as choice of insert thickness, is also unclear. Thus, surgeons and developers have no basis for deciding to what extent the applied loads need to be standardized and controlled during a knee balance exam in TKA.

QUESTIONS/PURPOSES

(1) Do the applied moments in soft tissue assessment differ among surgeons? (2) Do the assessed gaps in soft tissue assessment differ among surgeons? (3) Is the choice of insert thickness associated with the applied moments?

METHODS

Seven independent human cadaveric nonarthritic lower extremities from pelvis to toe were acquired (including five females and two males with a mean age of 73 ± 7 years and a mean BMI of 25.8 ± 3.8 kg/m 2 ). Posterior cruciate ligament substituting (posterior stabilized) TKA was performed only on the right knees. Five fellowship-trained knee surgeons (with 24, 15, 15, 7, and 6 years of clinical experience) and one chief orthopaedic resident independently examined soft tissue balance in each knee in extension (0° of flexion), midflexion (30° of flexion), and flexion (90° of flexion) and selected a polyethylene insert based on their assessment. Pliable force sensors were wrapped around the leg to measure the loads applied by each surgeon. A three-dimensional (3D) motion capture system was used to measure knee kinematics and a dynamic analysis software was used to estimate the medial and lateral gaps. We assessed (1) whether surgeons applied different moments by comparing the mean applied moment by surgeons in extension, midflexion, and flexion using repeated measures (RM)-ANOVA (p < 0.05 was assumed significantly different); (2) whether surgeons assessed different gaps by comparing the mean medial and lateral gaps in extension, midflexion, and flexion using RM-ANOVA (p < 0.05 was assumed significantly different); and (3) whether the applied moments in extension, midflexion, and flexion were associated with the insert thickness choice using a generalized estimating equation (p < 0.05 was assumed a significant association).

RESULTS

The applied moments differed among surgeons, with the largest mean differences occurring in varus in midflexion (16.5 Nm; p = 0.02) and flexion (7.9 Nm; p < 0.001). The measured gaps differed among surgeons at all flexion angles, with the largest mean difference occurring in flexion (1.1 ± 0.4 mm; p < 0.001). In all knees except one, the choice of insert thickness varied by l mm among surgeons. The choice of insert thickness was weakly associated with the applied moments in varus (β = -0.06 ± 0.02 [95% confidence interval -0.11 to -0.01]; p = 0.03) and valgus (β = -0.09 ± 0.03 [95% CI -0.18 to -0.01]; p= 0.03) in extension and in varus in flexion (β = -0.11 ± 0.04 [95% CI -0.22 to 0.00]; p = 0.04). To put our findings in context, the greatest regression coefficient (β = -0.11) indicates that for every 9-Nm increase in the applied varus moment (that is, 22 N of force applied to the foot assuming a shank length of 0.4 m), the choice of insert thickness decreased by 1 mm.

CONCLUSION

In TKA soft tissue assessment in a human cadaver model, five surgeons and one chief resident applied different moments in midflexion and flexion and targeted different gaps in extension, midflexion, and flexion. A weak association between the applied moments in extension and flexion and the insert choice was observed. Our results indicate that in the manual assessment of soft tissue, changes in the applied moments of 9 and 11 Nm (22 to 27 N on the surgeons' hands) in flexion and extension, respectively, yielded at least a 1-mm change in choice of insert thickness. The choice of insert thickness may be more sensitive to the applied moments in in vivo surgery because the surgeon is allowed a greater array of choices beyond insert thickness.

CLINICAL RELEVANCE

Among five arthroplasty surgeons with different levels of experience and a chief resident, subjective soft tissue assessment yielded 1 to 2 mm of variation in their choice of insert thickness. Therefore, developers of tools to standardize soft tissue assessment in TKA should consider controlling the force applied by the surgeon to better control for variations in insert selection.

Tibial forces are more useful than varus-valgus laxities for identifying and correcting overstuffing in kinematically aligned total knee arthroplasty

Identifying and correcting varus-valgus (V-V) malalignment of the tibial component is important when balancing a kinematically aligned total knee arthroplasty (TKA). Accordingly, the primary objective was to determine whether the tibial forces or V-V laxities are more sensitive to, and thus more useful for identifying and correcting, V-V malalignments of the tibial component that overstuff a compartment. Calipered kinematically aligned TKA was performed on nine human cadaveric knees. Medial and lateral tibial forces and V-V laxities were measured from 0° to 120° flexion with an unmodified reference tibial component and modified tibial components that introduced ±1° and ±2° V-V malalignments from the reference component to overstuff either the medial or lateral compartment. Changes in the tibial forces were most sensitive to V-V malalignments at 0° flexion (medial = 118 ± 34 N/deg valgus malalignment and lateral = 79 ± 20 N/deg varus malalignment). The varus and valgus laxities were most sensitive to V-V malalignments at 30° flexion (-0.6 ± 0.1 deg/deg varus malalignment) and 120° flexion (-0.4 ± 0.2 deg/deg valgus malalignment), respectively. The maximum average signal-to-noise ratios of the sensitivities in tibial forces and V-V laxities (ie, signals) to reported measurement errors using current intraoperative technologies (14 N and 0.7°) (ie, noise) were 8.4 deg^-1 and 0.9 deg^-1 , respectively. Because of the greater signal-to-noise ratios, measuring tibial forces is more useful than measuring V-V laxities for identifying and correcting V-V malalignments of the tibial component that overstuff a compartment. Clinical Significance: The sensitivities of tibial forces provide objective guidance to surgeons performing V-V recuts of the tibia.

Perceived Instability Is Associated With Strength and Pain, Not Frontal Knee Laxity, in Patients With Advanced Knee Osteoarthritis

BACKGROUND

Increased varus/valgus laxity and perceived knee instability are independently associated with poor outcomes in people with knee osteoarthritis. However, the relationship between laxity and perceived instability is unclear.

OBJECTIVE

To assess whether knee extensor strength, pain, and knee laxity are related to perceived knee instability in patients with advanced knee osteoarthritis.

METHODS

This was a secondary analysis of a prospective observational cohort study of 35 patients (24 female; mean ± SD age, 60 ± 8 years; body mass index, 33 ± 5 kg/m²) with knee osteoarthritis awaiting total knee arthroplasty (36 knees). Within 1 month before arthroplasty, we measured isometric knee extension strength and self-reported knee pain (using the Knee injury and Osteoarthritis Outcome Score pain subscale). Patients rated their perception of knee instability as moderate to severe (n = 20) or slight to none (n = 15 patients, n = 16 knees) using the Knee Outcome Survey. We measured intraoperative varus/valgus knee laxity.

RESULTS

Lower knee extension strength (P = .01) and greater pain (P<.01) were associated with the perception of moderate to severe knee instability. Laxity was not related to perceived knee instability (P = .63).

CONCLUSION

Knee extension strength and pain were associated with perceived instability in people with advanced osteoarthritis. Varus/valgus laxity was not related to perceived knee instability.

LEVEL OF EVIDENCE

Level 2, prognostic. J Orthop Sports Phys Ther 2019;49(7):513-517. doi:10.2519/jospt.2019.8619.

Medially-stabilized total knee arthroplasty does not alter knee laxity and balance in cadaveric knees

Instability after total knee arthroplasty (TKA) can lead to suboptimal outcomes and revision surgery. Medially-stabilized implants aim to more closely replicate normal knee motion than other implants following TKA, but no study has investigated knee laxity (motion under applied loads) and balance (i.e., difference in varus/valgus motion under load) following medially-stabilized TKA. The primary purposes of this study were to investigate how medially-stabilized implants change knee laxity in non-arthritic, cadaveric knees, and if it produces a balanced knee after TKA. Force-displacement data were collected on 18 non-arthritic cadaveric knees before and after arthroplasty using medially-stabilized implants. Varus-valgus and anterior-posterior laxity and varus-valgus balance were compared between native and medially-stabilized knees at 0°, 20°, 60°, and 90° under three different loading conditions. Varus-valgus and anterior-posterior laxities were not different between native and medially-stabilized knees under most testing conditions (p ≥ 0.068), but differences of approximately 2° less varus-valgus laxity at 20° of flexion and 4 mm more anterior-posterior laxity at 90° were present from native laxities (p < 0.017) Medially-stabilized implant balance had ≤1.5° varus bias at all flexion angles. Future studies should confirm if the consistent laxity afforded by the medially-stabilized implant is associated with better and more predictable postoperative outcomes. © 2018 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 37:335-349, 2019.

Relationships between varus-valgus laxity of the severely osteoarthritic knee and gait, instability, clinical performance, and function

Increased varus-valgus laxity has been reported in individuals with knee osteoarthritis (OA) compared to controls. However, the majority of previous investigations may not report truly passive joint laxity, as their tests have been performed on conscious participants who could be guarding against motion with muscle contraction during laxity evaluation. The purpose of this study was to investigate how a measure of passive knee laxity, recorded when the participant is under anesthesia, is related to varus-valgus excursion during gait, clinical measures of performance, perceived instability, and self-reported function in participants with severe knee OA. We assessed passive varus-valgus knee laxity in 29 participants (30 knees) with severe OA, as they underwent total knee arthroplasty (TKA). Participants also completed gait analysis, clinical assessment of performance (6-min walk (6 MW), stair climbing test (SCT), isometric knee strength), and self-reported measures of function (perceived instability, Knee injury, and Osteoarthritis Outcome Score (KOOS) a median of 18 days before the TKA procedure. We observed that greater passive varus-valgus laxity was associated with greater varus-valgus excursion during gait (R2  = 0.34, p = 0.002). Significant associations were also observed between greater laxity and greater isometric knee extension strength (p = 0.014), farther 6 MW distance (p = 0.033) and shorter SCT time (p = 0.046). No relationship was observed between passive varus-valgus laxity and isometric knee flexion strength, perceived instability, or any KOOS subscale. The conflicting associations between laxity, frontal excursion during gait, and functional performance suggest a complex relationship between laxity and knee cartilage health, clinical performance, and self-reported function that merits further study. © 2016 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 35:1644-1652, 2017.

Tibiofemoral Osteoarthritis and Varus-Valgus Laxity

The purpose of this study was to systematically review and synthesize the literature measuring varus-valgus laxity in individuals with tibiofemoral osteoarthritis (OA). Specifically, we aimed to identify varus-valgus laxity differences between persons with OA and controls, by radiographic disease severity, by frontal plane knee alignment, and by sex. We also aimed to identify if there was a relationship between varus-valgus laxity and clinical performance and self-reported function. We systematically searched for peer-reviewed original research articles in PubMed, Scopus, and CINAHL to identify all existing literature regarding knee OA and objective measurement of varus-valgus laxity in vivo. Forty articles were identified that met the inclusion criteria and data were extracted. Varus-valgus laxity was significantly greater in individuals with OA compared with controls in a majority of studies, while no study found laxity to be significantly greater in controls. Varus-valgus laxity of the knee was reported in persons with OA and varying degrees of frontal plane alignment, disease severity, clinical performance, and self-reported function but no consensus finding could be identified. Females with knee OA appear to have more varus-valgus laxity than males. Meta-analysis was not possible due to the heterogeneity of the subject populations and differences in laxity measurement devices, applied loading, and laxity definitions. Increased varus-valgus laxity is a characteristic of knee joints with OA. Large variances exist in reported varus-valgus laxity and may be due to differences in measurement devices. Prospective studies on joint laxity are needed to identify if increased varus-valgus laxity is a causative factor in OA incidence and progression.

Estimating patient-specific soft-tissue properties in a TKA knee

Surgical technique is one factor that has been identified as critical to success of total knee arthroplasty. Researchers have shown that computer simulations can aid in determining how decisions in the operating room generally affect post-operative outcomes. However, to use simulations to make clinically relevant predictions about knee forces and motions for a specific total knee patient, patient-specific models are needed. This study introduces a methodology for estimating knee soft-tissue properties of an individual total knee patient. A custom surgical navigation system and stability device were used to measure the force-displacement relationship of the knee. Soft-tissue properties were estimated using a parameter optimization that matched simulated tibiofemoral kinematics with experimental tibiofemoral kinematics. Simulations using optimized ligament properties had an average root mean square error of 3.5° across all tests while simulations using generic ligament properties taken from literature had an average root mean square error of 8.4°. Specimens showed large variability among ligament properties regardless of similarities in prosthetic component alignment and measured knee laxity. These results demonstrate the importance of soft-tissue properties in determining knee stability, and suggest that to make clinically relevant predictions of post-operative knee motions and forces using computer simulations, patient-specific soft-tissue properties are needed.

Non-invasive quantification of lower limb mechanical alignment in flexion

OBJECTIVE

Non-invasive navigation techniques have recently been developed to determine mechanical femorotibial alignment (MFTA) in extension. The primary aim of this study was to evaluate the precision and accuracy of an image-free navigation system with new software designed to provide multiple kinematic measurements of the knee. The secondary aim was to test two types of strap material used to attach optical trackers to the lower limb.

METHODS

Seventy-two registrations were carried out on 6 intact embalmed cadaveric specimens (mean age: 77.8 ± 12 years). A validated fabric strap, bone screws and novel rubber strap were used to secure the passive tracker baseplate for four full experiments with each knee. The MFTA angle was measured under the conditions of no applied stress, valgus stress, and varus stress. These measurements were carried out at full extension and at 30°, 40°, 50° and 60° of flexion. Intraclass correlation coefficients, repeatability coefficients, and limits of agreement (LOA) were used to convey precision and agreement in measuring MFTA with respect to each of the independent variables, i.e., degree of flexion, applied coronal stress, and method of tracker fixation. Based on the current literature, a repeatability coefficient and LOA of ≤ 3° were deemed acceptable.

RESULTS

The mean fixed flexion for the 6 specimens was 12.8° (range: 6-20°). The mean repeatability coefficient measuring MFTA in extension with screws or fabric strapping of the baseplate was ≤ 2°, compared to 2.3° using rubber strapping. When flexing the knee, MFTA measurements taken using screws or fabric straps remained precise (repeatability coefficient ≤ 3°) throughout the tested range of flexion (12.8-60°); however, using rubber straps, the repeatability coefficient was >3° beyond 50° flexion. In general, applying a varus/valgus stress while measuring MFTA decreased precision beyond 40° flexion. Using fabric strapping, excellent repeatability (coefficient ≤ 2°) was observed until 40° flexion; however, beyond 50° flexion, the repeatability coefficient was >3°. As was the case with precision, agreement between the invasive and non-invasive systems was satisfactory in extension and worsened with flexion. Mean limits of agreement between the invasive and non-invasive system using fabric strapping to assess MFTA were 3° (range: 2.3-3.8°) with no stress applied and 3.9° (range: 2.8-5.2°) with varus and valgus stress. Using rubber strapping, the corresponding values were 4.4° (range: 2.8-8.5°) with no stress applied, 5.5° (range: 3.3-9.0°) with varus stress, and 5.6° (range: 3.3-11.9°) with valgus stress.

DISCUSSION

Acceptable precision and accuracy may be possible when measuring knee kinematics in early flexion using a non-invasive system; however, we do not believe passive trackers should be mounted with rubber strapping such as was used in this study. Flexing the knee appears to decrease the precision and accuracy of the system. The functions of this new software using image-free navigation technology have many potential clinical applications, including assessment of bony and soft tissue deformity, pre-operative planning, and post-operative evaluation, as well as in further pure research comparing kinematics of the normal and pathological knee.

Is there a gold standard for TKA tibial component rotational alignment?

BACKGROUND

Joint function and durability after TKA depends on many factors, but component alignment is particularly important. Although the transepicondylar axis is regarded as the gold standard for rotationally aligning the femoral component, various techniques exist for tibial component rotational alignment. The impact of this variability on joint kinematics and stability is unknown.

QUESTIONS/PURPOSES

We determined how rotationally aligning the tibial component to four different axes changes knee stability and passive tibiofemoral kinematics in a knee after TKA.

METHODS

Using a custom surgical navigation system and stability device to measure stability and passive tibiofemoral motion, we tested 10 cadaveric knees from five hemicorpses before TKA and then with the tibial component aligned to four axes using a modified tibial tray.

RESULTS

No changes in knee stability or passive kinematics occurred as a result of the four techniques of tibial rotational alignment. TKA produces a 'looser' knee over the native condition by increasing mean laxity by 5.2°, decreasing mean maximum stiffness by 4.5 N·m/°, increasing mean anterior femoral translation during passive flexion by 5.4 mm, and increasing mean internal-external tibial rotation during passive flexion by 4.8°. However, no statistically or clinically important differences occurred between the four TKA conditions.

CONCLUSIONS

For all tibial rotations, TKA increased laxity, decreased stiffness, and increased tibiofemoral motion during passive flexion but showed little change based on the tibial alignment.

CLINICAL RELEVANCE

Our observations suggest surgeons who align the tibial component to any of the axes we examined are expected to have results consistent with those who may use a different axis.