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Osteoarthritis (OA) is characterized by morphological changes that alter bone structure and mechanical properties. This study compared bone morphometric parameters and apparent modulus between humeral heads excised from end-stage OA patients undergoing total shoulder arthroplasty (n = 28) and non-pathologic normal cadavers (n = 28). Morphometric parameters were determined in central cores, with regional variations compared in four medial to lateral regions. Linear regression compared apparent modulus, morphometric parameters, and age. Micro finite element models estimated trabecular apparent modulus and derived density-modulus relationships. Significant differences were found for bone volume fraction (p < 0.001) and trabecular thickness (p < 0.001) in the most medial regions. No significant differences occurred between morphometric parameters and apparent modulus or age, except in slope between groups for apparent modulus versus trabecular number (p = 0.021), and in intercept for trabecular thickness versus age (p = 0.040). Significant differences occurred in both slope and intercept between density-modulus regression fits for each group (p ≤ 0.001). The normal group showed high correlations in the power-fit (r 2  = 0.87), with a lower correlation (r 2  = 0.61) and a more linear relationship, in the OA group. This study suggests that alterations in structure and apparent modulus persist mainly in subchondral regions of end-stage OA bone. As such, if pathologic regions are removed during joint replacement, computational models that utilize modeling parameters from non-pathologic normal bone may be applied to end-stage OA bone. An improved understanding of humeral trabecular bone variations has potential to improve the surgical management of end-stage OA patients. © 2019 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 38:503-509, 2020., (© 2019 Orthopaedic Research Society. Published by Wiley Periodicals, Inc.)

Background: The Walch type B glenoid has the hallmark features of retroversion, joint subluxation, and bony erosion. Although the type B glenoid has been well described, the morphology of the corresponding type B humerus is poorly understood. As such, the aim of this imaging-based anthropometric study was to investigate humeral torsion in Walch type B shoulders., Methods: Three-dimensional models of the full-length humerus were generated from computed tomography data for the Walch type B group (n = 59) and for a control group of normal nonarthritic shoulders (n = 59). An anatomic humeral head-neck plane was created and used to determine humeral torsion relative to the epicondylar axis. Measurements were repeated, and intraclass correlation coefficients were calculated., Results: The type B humeri had significantly (P < .001) less retrotorsion (14° ± 9°) than the control group (36° ± 12°) relative to the epicondylar axis. Male and female individuals within the control group showed statistically significant differences in humeral torsion (P = .043), which were not found in the type B group. Inter-rater reliability showed excellent agreement for humeral torsion (intraclass correlation coefficient, 0.962). A subgroup analysis between Walch type B2 and B3 shoulders showed no significant differences in any of the humeral or glenoid parameters., Conclusion: The Walch type B humerus has significantly less retrotorsion than non-osteoarthritic shoulders. At present, it is unknown whether the altered humeral retrotorsion is a cause or effect of the type B glenoid. In addition, it is unknown whether surgeons should be reconstructing type B2 humeral component version to pathologic torsion or to nonpathologic population means to optimize arthroplasty survivorship., (Copyright © 2019 Journal of Shoulder and Elbow Surgery Board of Trustees. Published by Elsevier Inc. All rights reserved.)

Background: The effect of radial head implant length on forearm biomechanics is not well understood. This study examined the influence of an increase or a decrease in radial head implant length on forearm load transfer as measured by interosseous membrane (IOM) tension and changes in radiocapitellar joint contact properties., Methods: An upper extremity simulator was used to examine 6 cadaveric specimens with 5 different radial head implant lengths (-4 mm, -2 mm, anatomically correct, +2 mm, and +4 mm). A load-sensing device was woven into the fibers of IOM to quantify its tension. An interpositional pressure measurement sensor was used to determine radiocapitellar joint contact area and pressure. Axial loads of 160 N were applied to the forearm through active pronation and supination with the elbow fixed at 90 degrees of flexion., Results: Increasing radial head implant length by 4 mm unloaded the IOM in all cases. Decreasing implant length by 4 mm significantly increased the IOM tension (P = 0.005). No significant differences were found in IOM tension between the correct head implant length and the -2 mm implant (P = 0.29). Contact pressure significantly increased with increasing radial head implant length (P = 0.021) and contact area diminished with both an increase and a decrease in radial head implant length, but this was not statistically significant (P = 0.051)., Conclusions: Increasing radial head implant length decreased IOM tension and increased radiocapitellar joint contact pressure., Clinical Relevance: These findings illustrate the importance of precise restoration of radial length when performing a radial head replacement. If the native radial head length is difficult to accurately assess, avoid increasing the length of the radial head to prevent detrimental changes in the biomechanics of the forearm and the potential for clinically important radiocapitellar joint pathology.

Background: The optimal articular shape for distal humeral hemiarthroplasty has not been defined because of a paucity of data quantifying the morphology of the normal distal humerus. This study defines the osseous anatomy and anatomic variability of the distal humerus using 3-dimensional imaging techniques., Methods: Three-dimensional surface models were created from computed tomography scans obtained from 50 unpaired human cadaveric elbows. Geometric centers of the capitellum and the trochlear groove defined the anatomic flexion-extension axis. A coordinate system was created, and the distal humerus was sectioned into 100 slices along this axis. The C line was defined as the line of best fit connecting the geometric centers of each of the slices., Results: The anatomic flexion-extension axis of the distal humerus was found to be an average of 1° ± 1° from the C line (range, 0°-3°) in the coronal plane and 2° ± 1° (range, 0°-7°) in the transverse plane. The average trochlear width was 22 ± 3 mm, and the average trochlear height was 18 ± 2 mm. The mean width of the capitellum was 17 ± 2 mm; the height was 23 ± 2 mm (P < .001)., Conclusions: The difference in the capitellum width and height demonstrates that the capitellum is ellipsoid, not spherical. A data bank of humeral dimensions may be used for the development of future distal humeral hemiarthroplasty implants. A more anatomic implant may optimize kinematics and maximize contact area, thus minimizing contact stresses on the native ulna and radius., (Copyright © 2014 Journal of Shoulder and Elbow Surgery Board of Trustees. Published by Mosby, Inc. All rights reserved.)

Background: There is no validated method to determine the correct diameter of a radial head implant when the radial head is too comminuted to function as a template or during revision surgery when the radial head has been previously excised. The purpose of this study was to determine if ipsilateral capitellar dimensions could be used to predict the diameter of the radial head; and hence to assist with implant selection., Methods: Computer tomography scans of 50 normal elbows were used to generate 3D models. Measurements of the radial head included the maximum (Dmax) and minimum (Dmin) outer diameters and the maximum (Dishmax) and minimum (Dishmin) articular dish diameters. Measurements of the humerus included the width of the capitellum (CAPwidth), and the width from the lateral aspect of the capitellum to the lateral trochlear ridge (CAP-TROCHridge). Relationships were determined with Pearson bivariate coefficients., Results: The mean radial head dimensions were Dmax = 24.7 ± 2.3 mm, Dmin = 23.5 ± 2.3 mm, Dishmax = 18.2 ± 1.9 mm and Dishmin = 16.8 ± 1.7 mm. The mean capitellar measurements were CAPwidth (18.4 ± 1.4 mm) and CAP-TROCHridge (23.0 ± 2.1 mm). The most significant correlations were found between Dmax and CAP-TROCHridge (R = .90, P < .001) and Dmin and CAP-TROCHridge (R = .90, P < .001)., Discussion: Radiologic measurements of the capitellum are useful in the estimation of native radial head diameter. The CAP-TROCHridge measurement was very strongly correlated with both the maximum and minimum diameters of the radial head. This suggests that CAP-TROCHridge may be useful to accurately predict the native radial head diameter. These morphological relationships were plotted to produce an implant selection chart for radial head sizing applicable to any implant system., Level of Evidence: Basic science, anatomy study, CT imaging., (Copyright © 2013 Journal of Shoulder and Elbow Surgery Board of Trustees. Published by Mosby, Inc. All rights reserved.)

Introduction: Although interest in capitellar arthroplasty is increasing, the morphology of the capitellum has not been fully characterized. Our purpose was to quantify the anthropometric features of the capitellum with an interest in arthroplasty design. We hypothesized that the shape is more complex than originally believed, and cannot be accurately modeled as a spherical structure., Methods: Fifty cadaveric human elbows underwent helical computer tomography scans. After reconstruction and establishment of a coordinate system for the distal humerus, circle-fits were applied to each of the 1-mm-thick slices. Sagittal radii of curvature were calculated every 10° of flexion around each circle (0-130° of flexion). A single transverse radius was calculated at 60° of flexion. The surface of the capitellum was described by sagittal and transverse radii of curvature and the footprint by height and width. These pairs of parameters were correlated to determine their strength of association., Results: The average height was 23.2 ± 2.9 mm (range, 18.3-29.5), while the average width was 13.9 ± 2.3 (range, 9-19). The sagittal radius of curvature was 11.6 ± 1.4 mm (range, 8.7-14.8), and the transverse radius was 14.0 ± 3.0 mm (range, 9.6-20.9). Correlations of height and width and sagittal and transverse radii were significant (R = .547, .705) (P < .01). Sagittal and transverse radii and height and width were significantly different (P < .001 for each pair)., Conclusion: The capitellum does not have a spherical surface or a circular footprint. There is substantial variability in the relationship between the height and width, and between the surface radii, that may be difficult to replicate with an off-the-shelf implant., (Copyright © 2011 Journal of Shoulder and Elbow Surgery Board of Trustees. Published by Mosby, Inc. All rights reserved.)

The selection of a joint coordinate system affects the outcome of motion pathways. We developed coordinate systems for the ulna and humerus, which are generated from upper extremity motion. These Motion-Derived Coordinate Systems (CS) were compared to traditional Anatomy-Derived CS created using surface digitizations of anatomical features. Within-subject repeatability of creating Motion-Derived CS was quantified. In vitro elbow flexion was generated in the gravity-dependent position using an active upper extremity motion simulator. Kinematic pathways of those motions were calculated in terms of valgus angulation and internal rotation of the ulna relative to the humerus, using both CS. The method of creating Motion-Derived CS was highly repeatable-less than 0.5 mm and 1° for all coordinate directions measured. Inter-subject variability of active flexion pathways was reduced with Motion-Derived CS compared to Anatomy-Derived CS (p < 0.05). The decrease in inter-subject kinematic variability when using Motion-Derived CS may increase the statistical power of biomechanical studies and allow for reduced sample sizes. This minimally invasive method, which also determines the elbow flexion and forearm rotation axes and center of the capitellum, may also be applicable in computer-navigated surgery of the upper limb., (Copyright © 2010 Orthopaedic Research Society.)

In-vitro simulation of active joint motion is useful to evaluate rehabilitation protocols and surgical procedures in the laboratory prior to their application in patients. To date, simulated active elbow flexion has been reliably achieved and well established only in the dependent position (humerus vertical with hand down). We have developed and evaluated the performance of a new elbow motion simulator capable of active flexion in the dependent, varus, valgus and horizontal positions. Muscle loading and motion control were achieved via a combination of motors and actuators attached to relevant tendons. Simulated active flexion was compared to passive flexion in terms of repeatability, motion pathways and joint laxity. The joint kinematics of active flexion were significantly more repeatable than passive flexion (p<0.05). Active flexion reduced varus-valgus joint laxity by 29% (supinated p<0.05) and 26% (pronated p<0.05) compared to passive flexion. Greater repeatability of simulated active flexion suggests that this mode of in-vitro testing should increase statistical power and decrease required sample sizes., (Copyright 2010 Elsevier Ltd. All rights reserved.)

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

The purpose of this study was to describe the extramedullary humeral morphology in paired humeri to determine whether geometric differences exist from side to side in the same individual. The anatomic characteristics of 28 paired, dry cadaveric humeri were measured by use of an electromagnetic tracking system. Of the characteristics examined, only the humeral head height was significantly different between right and left humeri in the same individual (P < .005). Most of the characteristics had excellent intra-specimen repeatability. In conclusion, there are few significant differences between contralateral humeral anatomic characteristics. Therefore, the uninjured contralateral humerus can provide a reasonable approximation to the native geometry of the fractured humerus and should be a reliable model for measuring parameters related to implant geometry and optimal positioning during hemiarthroplasty for the treatment of proximal humeral fractures.

Understanding the mechanical properties of trabecular bone within the metaphysis of the proximal humerus is becoming increasingly important for the design of humeral head joint replacement components that prioritize bone preservation. The aim of this study was to perform full‐field mechanical testing methods on isolated trabecular bone cores from the humeral head to experimentally measure the local magnitude of strain before macroscopic failure and to characterize the ultimate strength of each core. Isolated cubic trabecular bone cores were extracted from the center of humeral head osteotomies retrieved from (1) patients with end‐stage osteoarthritis (OA) undergoing total shoulder arthroplasty (TSA) and (2) normal nonpathologic cadaveric humeral heads. A custom computed tomography (CT)‐compatible loading device was used to perform compressive mechanical testing. For 10 of the OA specimens, stepwise loading was performed directly within a microCT scanner and digital volume correlation (DVC) was used to measure full‐field strains throughout the trabecular structure. A higher variability in ultimate strength was measured for the trabecular cores retrieved from OA humeral heads (range: 2.8–7.6 MPa) compared to the normal cadaveric humeral heads (range: 2.2–5.4 MPa), but no statistically significant difference between the groups was found (p = 0.06). Ultimate strength was strongly correlated with bone volume fraction (OA r2 = 0.72; normal r2 = 0.76) and bone mineral content (OA r2 = 0.79; normal r2 = 0.77). At the trabecular level, 95th percentile of third principal strains, measured at a subvolume size of 152 µm, exceeded 19,000 µε for each of the 10 specimens (range: −19,551 to −36,535 µε) before macroscopic failure of the cores occurred. No strong linear correlations (r2 ≥ 0.50) were found between the median or 95th percentile of DVC third principal strain and the corresponding morphometric parameters of each individual bone core. The results of this study indicate that bone volume fraction and bone mineral content heavily influence the apparent ultimate strength of trabecular bone cores collected from OA patients undergoing TSA. Clinical significance: The strong correlations observed within this study further emphasize the importance of considering bone mineral content or bone volume fraction measurements in assessing the localized risk of trabecular bone fracture for orthopedic applications. [ABSTRACT FROM AUTHOR]

Subchondral trabecular bone (STB) undergoes adaptive changes during osteoarthritic (OA) disease progression. These changes alter both the mineralization patterns and structure of bone and may contribute to variations in the mechanical properties. Similarly, when images are downsampled – as is often performed in micro finite element model (microFEM) generation – the morphological and mineralization patterns may further alter the mechanical properties due to partial volume effects. MicroFEMs accounting for material heterogeneity can account for these tissue variations, but no studies have validated these with robust full‐field testing methods. As such, this study compared homogeneous and heterogeneous microFEMs to experimentally loaded trabecular bone cores from the humeral head combined with digital volume correlation (DVC). These microFEMs were used to compare apparent mechanical properties between normal and OA STB. Morphological and mineralization patterns between groups were also compared. There were no significant differences in tissue or bone mineral density between groups. The only significant differences in morphometric parameters were in trabecular thickness between groups. There were no significant differences in linear regression parameters between normal and OA STB apparent mechanical properties estimated using heterogeneous microFEMs with an element‐wise bilinear elastic‐plastic constitutive model. Clinical significance: Validated heterogeneous microFEMs applied to STB of the humeral head have the potential to significantly improve our understanding of mechanical variations in the bone that occur during OA progression. [ABSTRACT FROM AUTHOR]

Background Accurate humeral head reconstruction during shoulder arthroplasty is partially dependent on correctly estimating and replicating native version. The present study evaluated the effects of sex and measurement technique on three-dimensional (3D) humeral version measurements made using the transepicondylar, forearm and flexion–extension axes. Methods Fifty-two full-arm computed tomography scans were converted to 3D models and geometry extracted to define landmarks and coordinate systems. An anatomic humeral head osteotomy plane was used to measure version relative to the three measurement techniques and compare between sexes. Results The measurement technique used had a significant affect (p < 0.001) on the resulting version measurement. The forearm axis technique consistently resulted in higher measured version compared to either the flexion–extension [mean (SD) males 9° (4°), females 13° (5°), p < 0.001] or the transepicondylar axes [mean (SD) males 8° (4°), females 11° (4°), p < 0.001]. Version in males was 7° greater than females when referencing either the flexion–extension [p = 0.029; mean (SD) males 37.7° (11°), females 30.4° (13°)] or transepicondylar axes [p = 0.045; mean (SD) males 39° (11°), females 32° (12°)]. Conclusions The choice of measurement technique can affect the humeral version angle. These results are important because measuring version using the epicondyles pre-operatively, and subsequently the forearm intra-operatively, will result in approximately 10° under-retroverted osteotomy. For example, 0° neutral version cut during reverse arthroplasty measured referencing the forearm results in 10° anteverted osteotomy when referencing the distal humerus. [ABSTRACT FROM AUTHOR]

Background: The management of engaging Hill-Sachs defects (HSD) is controversial. The purpose of this study was to biomechanically compare 3 treatment strategies. Materials and methods: Eight specimens were tested on a shoulder simulator. The protocol involved testing 2 unrepaired HSD (30% and 45%), which were then treated with remplissage, humeral head allograft (HHA), and partial resurfacing arthroplasty (PRA). Stability (defect engagement and glenohumeral stiffness) and range of motion (ROM) were measured. Results: All 30% and 45% HSDs engaged and dislocated. Remplissage and HHA effectively prevented engagement in all specimens; however, 62% of PRA engaged. No repair exhibited stiffness significantly greater than intact, but 30% and 45% remplissage produced a 74% and 207% increase, respectively, and were significantly greater than the unrepaired states (P ≤ .047). Stiffness results for HHA and PRA closely matched those of intact. In adduction, remplissage reduced internal-external ROM compared with both defects (P ≤ .01), but only 30% remplissage caused a significant decrease compared with intact (P = .049). In abduction, all repairs reduced ROM compared with HSD (P ≤ .04), but none compared with intact (P ≥ 0.05). In extension, remplissage had significantly less ROM than either HHA or PRA (P ≤ .02). Conclusion: All procedures improved stability; however, unlike remplissage, results from HHA and PRA closely resembled intact. Remplissage (30% and 45%) improved stability and eliminated engagement but caused reductions in ROM. HHA and PRA re-established intact ROM, but PRA could not fully prevent engagement. The effects of each technique are not equivalent and further studies are required. [Copyright &y& Elsevier]

Background: Coronal shear fractures of the distal humerus can include some or all of the cartilaginous and bony surface. Fixation is preferred, but severe comminution, nonunion, and avascular necrosis may mandate excision. The amount of distal humerus that is safe to excise is unknown. This study examined the effect of excision of the capitellum and trochlea on elbow kinematics and stability with intact collateral ligaments. Methods: Eight cadaveric arms were mounted in an upper extremity joint testing system. Electromagnetic receivers on the radius and ulna enabled quantification of ulnohumeral and radiocapitellar kinematics. The distal humeral articular surface was sequentially excised to replicate clinically relevant coronal shear fractures, leaving the collateral ligaments undisturbed. The arms underwent simulated active flexion in vertical and valgus-loaded positions, and passive forearm rotation in the vertical position. Results: In the vertical position, sequential excision of the articular surface increased valgus angulation during active flexion (P ≤ .04), and excision of the entire articular surface increased ulnar external rotation compared to the intact elbow (P ≤ .02). In the valgus position, excisions involving the trochlea increased valgus angulation for active flexion (P ≤ .04). The radial head moved distal, posterior, and medial on the capitellum with some or all of the trochlea excised (P ≤ .02). Discussion: While the capitellum alone does not contribute to elbow stability, the trochlea has an important role. Excision of the trochlea resulted in multiplanar instability of the ulnohumeral and radiocapitellar joints. Therefore, excision of an irreparable capitellum fracture may be considered if collateral ligaments are intact, while excision of some or all of the trochlea may not. [Copyright &y& Elsevier]

Understanding the local mechanical properties of trabecular bone at the humeral head-neck junction is essential for the safe design of stemless humeral head implants. Recent advancements in mechanical testing coupled with volumetric imaging have allowed for the ability to quantify full-field strain distributions throughout trabecular bone. Within this study, digital volume correlation (DVC) was applied to micro-computed tomography images to investigate the local load carrying characteristics of trabecular bone within osteoarthritic (OA) humeral heads subjected to stepwise loading. A multi-pegged indenter was used to transfer loads from a custom-fabricated loading apparatus to trabecular bone on the resection surface of OA humeral head osteotomies retrieved from patients undergoing total shoulder arthroplasty (TSA). In regions of trabecular bone that eventually fractured, third principal strains were significantly higher (95th percentile third principal strain = −12,558 μstrain, p < 0.001) compared to regions that did not fracture (95th percentile third principal strain = −7,806 μstrain). As well, bone volume fraction (p = 0.012), trabecular separation (p = 0.014), and trabecular number (p = 0.007) were found to influence the likelihood of trabecular bone fracture. Collectively, this work has led to a deeper understanding of the local load carrying characteristics of trabecular bone specific to patients receiving TSA for osteoarthritis. [ABSTRACT FROM AUTHOR]

A computer-assisted technique was developed for treatment of 4-part proximal humeral fractures via a hemiarthroplasty and tuberosity fixation. This was compared with a standard traditional method in 7 pairs of cadaveric shoulders. The computer-assisted technique used preoperative computed tomography data and computer simulations of anatomic characteristics of the contralateral humerus. This allowed accurate anatomic reconstruction by use of an electromagnetic tracking system and real-time intraoperative feedback. Various anatomic measurements were used to quantify the accuracy of the reconstruction. The differences between the intact and reconstructed values were improved with the computer-assisted technique for 5 of 7 characteristics. However, this was statistically significant only for humeral head offset (P < .05). With further investigation and refinement, this technique should allow for a more anatomic reconstruction of the proximal humerus, potentially resulting in improved patient outcomes. The technique may also prove to be a valuable resource for the laboratory training of inexperienced surgical trainees. [Copyright &y& Elsevier]