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Axial compressive loads whose direction changes along the spinal curvature (so called compressive follower loads (CFLs)) was postulated as a normal physiological load in the lumbar spine in the literature. Computational analyses were conducted in this study using finite element and optimization models of the spinal system incorporating 244 fascicles of back muscles. It was feasible to find optimum solutions for spinal muscle forces generating CFLs in the lumbar spine in 3-D postures of neutral standing, flexion 40°, extension 10°, axial rotation 10°, or lateral bending 30°. FE analyses demonstrated that the lumbar spine can be in a stable condition not under all CFL generating muscle forces but under those producing CFLs along a curve parallel to the spinal curvature located in the vicinity of the base spinal curve constructed by connecting the geometrical centers of the vertebral bodies. It was also possible to estimate the stable range of the relative location of such CFL curve to the base spinal curve. These results suggest that the lumbar spine in various 3-D postures can be stabilized by spinal muscles that generate CFLs in the spine, which at least in part supports the hypothesis of CFLs as a physiological load in the lumbar spine. © 2018 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 36:3004-3012, 2018., (© 2018 Orthopaedic Research Society. Published by Wiley Periodicals, Inc.)

One of the major causes of lumbar spinal canal stenosis (LSCS) has been considered facet joint hypertrophy (FJH). However, a previous study asserted that "FJH" is a misnomer because common facet joints are no smaller than degenerative facet joints; however, this hypothesis has not been effectively demonstrated. Therefore, in order to verify that FJH is a misnomer in patients with LSCS, we devised new morphological parameters that we called facet joint thickness (FJT) and facet joint cross-sectional area (FJA).We collected FJT and FJA data from 114 patients with LSCS. A total of 86 control subjects underwent lumbar magnetic resonance imaging (MRI) as part of routine medical examinations, and axial T2-weighted MRI images were obtained from all participants. We measured FJT by drawing a line along the facet area and then measuring the narrowest point at L4-L5. We measured FJA as the whole cross-sectional area of the facet joint at the stenotic L4-L5 level.The average FJT was 1.60 ± 0.36 mm in the control group and 1.11 ± 0.32 mm in the LSCS group. The average FJA was 14.46 ± 5.17 mm in the control group and 9.31 ± 3.47 mm in the LSCS group. Patients with LSCS had significantly lower FJTs (P < .001) and FJAs (P < .001).FJH, a misnomer, should be renamed facet joint area narrowing. Using this terminology would eliminate confusion in descriptions of the facet joint.

Background . We devised a new morphological parameter called the superior articular process area (SAPA) to evaluate the connection between lumbar foraminal stenosis (LFS) and the superior articular process. Objective . We hypothesized that the SAPA is an important morphologic parameter in the diagnosis of LFS. Methods . All patients over 60 years of age were included. Data regarding the SAPA were collected from 137 patients with LFS. A total of 167 control subjects underwent lumbar magnetic resonance imaging (MRI) as part of a routine medical examination. We analyzed the cross-sectional area of the bone margin of the superior articular process at the level of L4-L5 facet joint in the axial plane. Results . The average SAPA was 96.3 ± 13.6 mm 2 in the control group and 128.1 ± 17.2 mm 2 in the LFS group. The LFS group was found to have significantly higher levels of SAPA ( p < 0.001) in comparison to the control group. In the LFS group, the optimal cut-off value was 112.1 mm 2 , with 84.4% sensitivity, 83.9% specificity, and AUC of 0.94 (95% CI: 0.91-0.96). Conclusions . Higher SAPA values were associated with a higher possibility of LFS. These results are important in the evaluation of patients with LFS., Competing Interests: The authors declare that they have no competing interests.

Spinal instrumentation and fusion have been incriminated as contributing to adjacent segment degeneration (ASD). It has been suggested that ASD results from increased range of motion and intradiscal pressure (IDP) adjacent to instrumentation. Posterior dynamic stabilization with polyetheretherketone (PEEK) rods has been proposed as potentially advantageous compared to rigid instrumentation with titanium (Ti) rods in reducing the incidence of ASD. We evaluated segmental motions in the cadaveric spine instrumented with PEEK or Ti rods from L3 to S1, as well as the adjacent segment motions and IDP at L1-2 and L2-3. Human cadaveric spines were potted at T12-L1 and S1-2. Spinal instrumentation from L3-S1 was accomplished using pedicle screws with either PEEK or Ti rods. Specimens were subjected to displacement controlled testing: 15° flexion, 15° extension, 10° lateral bending, and 5° right axial rotation using the MTS machine (MTS, Minneapolis, MN, USA). Intradiscal pressure was measured by placing pressure transducers into the intervertebral disc at L1-2 and L2-3. Spinal motion of L2 relative to L3, and L3 relative to S1 was tracked using a three dimensional motion analysis system. Instrumentation with PEEK and Ti rods was associated with a decrease in L3-S1 motion compared to the intact state that was significant in flexion (p=0.002), and extension (p=0.0075). Instrumentation with PEEK and Ti rods was associated with an increase in IDP at L1-2 that was significant in flexion (p=0.0028). Instrumentation with either PEEK or Ti rods resulted in decreased motion at the instrumented levels while increasing IDP at the adjacent level., (Published by Elsevier Ltd.)

This study investigated that the spinal MFs can create compressive follower loads (CFLs) in the lumbar spine in a dynamic state. Three-dimensional optimization and finite element (FE) models of the spinal system were developed and validated using reported experimental data. An optimization analysis was performed to determine the MFs that create CFLs in the lumbar spine in various sagittal postures from 10° extension to 40° flexion. Optimization solutions for the MFs, CFLs, and follower load path (FLP) location were feasible for all studied postures. The FE predictions demonstrated that MFs which created CFLs along the base spinal curve connecting the geometrical centers or along a curve in its vicinity (within anterior or posterior shift by 2 mm) produced stable deformation of the lumbar spine in the neutral standing and flexed postures, whereas the MFs which created the smallest CFLs resulted in unstable deformation. For extended postures, however, finding CFLs creating MFs that produce stable deformation of the extended spine was not possible. The results of this study support the hypothesis that the spinal muscles may stabilize the spine via the CFL mechanism.

Mechanical stress on the intervertebral disc (IVD) may contribute significantly to IVD degeneration, although its pathomechanism has not been fully understood. The purpose of this study was to test the hypothesis that sustained application of static shear force would result in IVD degeneration with minimum injury. We applied shear force on the rat lumbar spine (L5-L6) using a custom-designed loading device for 1 or 2 weeks. Degenerative changes such as nucleus pulposus cavity loss and border disruption were observed from the histology sections, indicating that the application of sustained dorsoventral shear force on the L6 vertebra induced degeneration of the IVDs in L5-L6 and adjacent levels of motion segment in 1 and 2 weeks. The findings of the present study could be useful for gaining a more relevant understanding of the biomechanical load factors of IVD degeneration not only for enabling better therapeutic interventions but also reducing the risk of low back injury.

The ligamentous spinal column buckles under compressive loads of even less than 100N. Experimental results showed that under the follower load constraint, the ligamentous lumbar spine can sustain large compressive loads without buckling, while at the same time maintaining its flexibility reasonably well. The purpose of this study was to investigate the feasibility of follower loads produced by spinal muscles in the lumbar spine in a quiet standing posture. A three-dimensional static model of the lumbar spine incorporating 232 back muscles was developed and utilized to perform the optimization analysis in order to find the muscle forces, and compressive follower loads (CFLs) along optimum follower load paths (FLPs). The effect of increasing external loads on CFLs was also investigated. An optimum solution was found which is feasible for muscle forces producing minimum CFLs along the FLP located 11 mm posterior to the curve connecting the geometrical centers of the vertebral bodies. Activation of 30 muscles was found to create CFLs with zero joint moments in all intervertebral joints. CFLs increased with increasing external loads including FLP deviations from the optimum location. Our results demonstrate that spinal muscles can create CFLs in the lumbar spine in a neutral standing posture in vivo to sustain stability. Therefore, its application in experimental and numerical studies concerning loading conditions seems to be suitable for the attainment of realistic results., (Published by Elsevier Ltd.)

Object: The artificial disc has been proposed as an alternative to spinal fusion for degenerative disc disease. The primary aim of this biomechanical study was to compare motion and intradiscal pressure (IDP) in a ball-and-socket artificial disc-implanted cadaveric lumbar spine, at the operative and adjacent levels, using a displacement-controlled setup. A secondary comparison involved a "salvage" construct, consisting of pedicle screws (PSs) added in supplementation to the artificial disc construct., Methods: Ten human cadaveric lumbosacral spines (L2-S1) were potted at L-2 and S-1. All measurements were initially made in the intact spine, followed by implantation of the artificial disc, and finally by the salvage PS condition. For the artificial disc condition, a Maverick ball-and-socket artificial disc was implanted at L4-5. For the PS condition, CD Horizon PSs were placed at L4-5, and the artificial disc was left in place. A displacement-controlled, custom-designed testing apparatus was used to impart motion in the sagittal and coronal planes. Motion at both the implanted level (L4-5) and immediately adjacent levels (L3-4 and L5-S1) was measured. Intradiscal pressure at the rostral adjacent level (L3-4) was also measured. The Tukey test was used for statistical analysis (p < 0.05)., Results: In flexion, no significant difference was noted between the artificial disc and the intact spine with regard to motion at the operative level, motion at adjacent levels, or IDP. In lateral bending, while the artificial disc significantly decreased operative-level motion (p < 0.05), no significant difference was noted in adjacent-level motion or IDP. With regard to extension, the artificial disc significantly increased operative level motion and decreased the rostral adjacent level (L3-4) motion and IDP (p < 0.05). Caudal adjacent-level (L5-S1) motion was not significantly different. In flexion and lateral bending, the addition of PSs significantly decreased motion at the implanted level when compared with the intact spine and the artificial disc (p < 0.05). This decrease in motion at the index level was associated with a compensatory increase in motion at both adjacent levels in flexion only (p < 0.05), but not in lateral bending (p > 0.05). The IDP was significantly increased in lateral bending but not in flexion. With regard to extension, the significant decrease in IDP that was noted with the artificial disc persisted despite the addition of PSs (p < 0.05)., Conclusions: The artificial disc either maintains or reduces adjacent-level motion and pressure, compared with the intact spine. The addition of PSs to the artificial disc construct leads to significantly increased motion at adjacent levels in flexion and significantly increased IDP in lateral bending. At the operative level, the artificial disc is associated with hypermobility in extension, which is restored to the intact state after the addition of supplementary PSs.

Object: The pedicle screw (PS) is the cornerstone of spinal instrumentation, and its failure often entails additional surgery. Screw pullout is one of the most common reasons for screw failure, particularly in the elderly population. In this study the authors undertook a biomechanical comparison of the maximum pullout force (MPF) required for single- and dual-lead PSs in cadaver vertebrae., Methods: Radiographs of 40 cadaveric vertebrae (T11-L5) were obtained, and bone mineral density (BMD) was measured in the lateral plane using dual-x-ray absorptiometry with a bone densitometer. One screw of each design was implanted for side-by-side comparison. Vertebrae were potted and mounted on an MTS test frame for accurate measurement of MPF. A total of 80 PSs were tested, 40 each of single- and dual-lead design types., Results: The average MPF for dual-lead screws (533.89 +/- 285.7 N) was comparable to that of single-lead screws (524.90 +/- 311.6 N) (p = 0.3733). The BMD had a significant correlation with MPF for both dual-lead (r = 0.56413, p < 0.0001) and single-lead screws (r = 0.56327, p < 0.0001)., Conclusions: Barring the effect of BMD, this in vitro biomechanical test showed no significant difference in MPF between single- and dual-lead PSs. Dual-lead PSs can be used to achieve a faster insertion time, without compromising pullout force.

Study Design: Fifteen asymptomatic volunteers were externally rotated and CT scanned to determine lumbar segmental motion., Objectives: To measure three-dimensional segmental motion in vivo using a noninvasive measurement technique., Summary of Background Data: Spinal instability has been implicated as a potential cause of low back pain, especially, axial rotational instability. Typically, flexion-extension lateral radiographs were used to quantify instability, but inaccurately measured translations and inability to capture out-of-plane rotations are limitations., Methods: Using a custom-calibrated rotation jig, L1-S1 CT reconstructions were created of volunteers in each of 3 positions: supine and left and right rotations of the torso with respect to the hips. Segmental motions were calculated using Euler angles and volume merge methods in three major planes., Results: Segmental motions were small (< 4 degrees or 6 mm) with the greatest motions seen in axial rotation (range, 0.6 degrees to 2.2 degrees ), lateral bending (range, -3.6 degrees to 3.0 degrees ), and frontal translation (-1.2 mm to 5.4 mm). Largest motions were in the levels: L1-L2 to L3-L4., Conclusions: Complex coupled motions were measured due to external torsion and could be indicative of instability chronic patients with low back pain. The presented data provide baseline segmental motions for future comparisons to symptomatic subjects.

Study Design: This study investigated tissue integrity and viability of cells in an organ culture system of intervertebral disc (IVD) with adjoining vertebral bodies., Objective: The goal of this study was to design a methodology to maintain an IVD motion segment in organ culture, thereby preserving viability and tissue architecture., Summary of Background Data: Study of IVD mechanobiology in vitro necessitates availability of vertebral bodies for controlled application of complex loads., Methods: IVD motion segments were dissected from rat lumbar segments and maintained in organ culture and cell viability was evaluated histochemically using NitroBlue Tetrazolium. Tissue integrity and morphology were evaluated using conventional histologic techniques., Results: The in vitro organ culture of motion segments maintained the viability and tissue integrity for 14 days. More than 95% viability in all three regions of interest (anulus fibrosus, nucleus pulposus, end plates) was maintained for 14 days in culture., Conclusion: Our initial results suggest that long-term motion segment culture is practical, and the inclusion of vertebral bodies will facilitate anchoring during biomechanical stimulation. Thus, we expect the culture system to provide us with an excellent model for studying the pathomechanics of IVD degeneration and the effects of mechanical stimulation on the biology of IVD cells.

Background Context: In patients with spinal osteoporosis, the early achievement and maintenance of a biological bond between the pedicle screw and bone is important to avoid screw loosening complications. There are few reports of in vivo investigations involving biomechanical and histological evaluations in the osteoporotic spine., Purpose: To evaluate the effect of hydroxyapatite (HA)-coating on the pedicle screw in the osteoporotic lumbar spine and to investigate the relationship between resistance against the screw pull-out force and bone mineral density (BMD) of the vertebral body., Study Design/setting: Mechanical and pathological investigations in the lumbar spine., Methods: Two 24-month-old female beagle dogs were fed a calcium-free dog chow for 6 months after ovariectomy (OVX). BMD (in g/cm2) was measured by dual energy X-ray absorptiometry at pre-OVX and 6 months after OVX. Pedicle screws were placed from L1 to L6 at 6 months after OVX. Twenty-four pure titanium cortical screws (Synthes, #401-114) were used as pedicle screws (Ti-PS). Of these, 12 screws had HA-coating (HA-PS). The HA-PS screws were inserted into the right pedicles and the Ti-PS were inserted into the left pedicles. Ten days after this procedure, the lumbar spines were removed en bloc for screw pull-out testing and histological evaluation., Results: The mean BMD value of the lumbar vertebrae 6 months after the OVX was 0.549+/-0.087 g/cm2, which was significantly less than the pre-OVX mean BMD of 0.603+/-0.092 g/cm2 (p < 0.001). The mean resistance against the pull-out force for the HA-PS was significantly greater at 165.6+/-26.5N than in the Ti-PS (103.1+/-30.2N, p < .001). The histological sections in the HA-PS clearly revealed new bone bonding with the apatite coating but only fibrous tissue bonding in the Ti-PS., Conclusions: The results of this study showed that the resistance to the pull-out force of HA-PS is 1.6 times that of Ti-PS. Furthermore, HA-PS has superior biological bonding to the surrounding bone, as early as 10 days after surgery in this osteoporotic spine model. Thus, in patients with osteoporosis, coating of the pedicle screw with HA may provide better stability and bonding between the pedicle screw and bone in the early postoperative period.

Object: The authors compared the biomechanical performance of the human cadaveric spine implanted with a metallic ball-and-cup artificial disc at L4-5 with the spine's intact state and after anterior discectomy., Methods: Seven human L2-S1 cadaveric spines were mounted on a biomechanical testing frame. Pure moments of 0, 1.5, 3.0, 4.5, and 6.0 Nm were applied to the spine at L-2 in six degrees of motion (flexion, extension, right and left lateral bending, and right and left axial rotation). The spines were tested in the intact state as well as after anterior L4-5 discectomy. The Maverick disc was implanted in the discectomy defect, and load testing was repeated. The artificial disc created greater rigidity for the spine than was present after discectomy, and the spine performed biomechanically in a manner comparable with the intact state., Conclusions: The results indicate that in an in vitro setting, this model of artificial disc stabilizes the spine after discectomy, restoring motion comparable with that of the intact state.

Object: Thoracolumbar burst fractures frequently require surgical intervention. Although the use of either anterior or posterior instrumentation has advantages and disadvantages, there have been few studies in which these two approaches have been compared biomechanically., Methods: Ten human cadaveric spines were subjected to subtotal L-3 corpectomy. In five spines placement of L-3 wooden strut grafts with lateral L2-4 dual rod and screw instrumentation was performed. Five other spines underwent L1-5 pedicle screw fixation. The spines were fatigued between steps of the experiment. The spines were load tested with pure moments of 1.5, 3, 4.5, and 6 Nm in the intact state and after placement of instrumentation in six degrees of freedom (flexion, extension, right and left lateral bending, and right and left axial rotation). In axial rotation posterior instrumentation significantly increased spinal rigidity compared with that of the intact state, whereas anterior instrumentation did not. Combined anterior-posterior instrumentation did not significantly increase the rigidity of the spine when compared with anterior or posterior instrumentation alone. Posterior instrumentation alone provided a greater reduction in angular rotation compared with anterior instrumentation alone in all degrees of freedom; however, statistical significance was achieved only in extension at 6 Nm., Conclusions: The increased rigidity provided by pedicle screw instrumentation compared with the intact state or with anterior instrumentation is due to the longer construct spanning five levels and the three-column engagement of the pedicle screws. The decision to use anterior or posterior instrumentation should be based on the clinical necessity of canal decompression and correction of angulation.

Study Design: Biomechanical flexibility tests were performed using calf and human cadaveric lumbar spine models to investigate the effect of anatomic differences., Objectives: The purpose is to determine if differences exist in biomechanical flexibility testing results between calf and human cadaveric spines when using identical methods and instrumentation., Summary of Background Data: Calf spines are commonly used in biomechanical research as a substitute for human cadaveric spines in an attempt to reduce expense and specimen variability. Despite widespread use, the validity of this model has not been thoroughly investigated., Methods: Five fresh calf spines and five human cadaveric spines (L2-L5) were used for nondestructive biomechanical flexibility testing. Maximum moments of 6.4 Nm were achieved in five increments of 1.6 Nm. The rotations of L3 with respect to L4 were measured in 5 cases: 1) intact; 2) following partial discectomy, including partial laminectomy and partial facetectomy; 3) partial discectomy with pedicle screw instrumentation; 4) total discectomy with pedicle screw instrumentation; and 5) pedicle screw instrumentation with interbody graft. Rotational angles were normalized to the intact case to determine the stabilizing effect during each testing case. Data were analyzed using analysis of variance to determine if significant differences existed between the calf spine results and the human cadaveric spine results., Results: In both models, motion increased following discectomy, decreased with instrumentation, and increased with total discectomy. Placement of the interbody graft decreased motion during axial rotation, flexion, and extension but increased lateral bending motion. A two-way analysis of variance revealed no significant differences in the two models during flexion or extension (P > 0.05), but significant differences were discovered in axial rotation and lateral bending (P < 0.05)., Conclusions: Significant differences were identified in flexibility testing between calf and human cadaveric specimens. The calf spine model overestimated the stabilizing effect of instrumentation during lateral bending and underestimated stability during axial rotation. The extrapolation of calf spine data to the in vivo case, especially during axial rotation and lateral bending, should carefully consider the variation between these two models.

Study Design: Using a validated finite element model, the biomechanical effects of pars defect in a lumbar segment with and without different degrees of slip (up to 50% slip) were studied., Objectives: To study the effects of slip severity and loading parameters on the stability of the lytic and adjacent motion segments. Better knowledge of the biomechanics of spondylolisthesis may help formulate treatment strategies such as bracing or spinal implants., Summary of the Background Data: Clinically, spondylolisthesis exists in varying grades of anterior slip, and the biomechanical stability of the motion segments at the lytic defect and adjacent level probably varies as well. In vitro studies of L4-L5 and L5-S1 isthmic spondylolisthesis slips have concluded that an L4-L5 pars defect is more unstable than an L5-S1 pars defect. Comparing the stability of lytic motion segments with different grades of spondylolisthesis is difficult to do experimentally and therefore has not been done. Further assessing the stresses in the bone and intervertebral discs at or adjacent to a lytic defect is also difficult to study experimentally, so no data are available., Methods: A finite element model of L4-S1 was validated with and without a pars defect at L5. The model was then revised to represent different degrees of slip at L5, and six different moment loadings were applied., Results: The current study showed larger decrease in stiffness with increasing percent slip. The decrease in disc stiffness and increase in disc stresses with increasing percent slip were larger at the level of spondylolisthesis as compared to the changes in the adjacent segment. Lateral bending moment and torsion load showed the largest decrease in stiffness due to slip. At 50% slip, the maximum increase in motion (as compared to motion in an intact segment) was seen under lateral bending moment load (about 55% at L4/L5 and 250% at L5/S1). Lateral bending also produced the largest increase in stresses due to 50% slip in the anulus and endplates (300% increase in anular stress and 190% increase in endplate stress) at L5/S1., Conclusions: The stiffness of a spondylolisthetic motion segment decreases as the slip increases. Lateral bending and torsion are moment directions causing the greatest resulting motions.

Study Design: Flexibility tests and finite element analyses were performed for the biomechanical evaluation of diagonal transfixation in pedicle screw instrumentation., Objective: To assess the biomechanical advantages of diagonal transfixation compared with conventional horizontal transfixation., Summary and Background Data: A few pedicle screw instrumentation systems allow the use of cross-links in the diagonal direction. Such a diagonal transfixation is anticipated to improve the surgical construct stability, but its biomechanical qualities have not been completely evaluated., Methods: Flexibility tests were performed on 10 calf lumbar spines (L2-L5). Specimens were subjected to pure moments up to 8.2 Nm in flexion, extension, lateral bending, and extension while the resulting movements of L3 and L4 were measured by a three-dimensional motion analysis system. The tested cases included (1) intact, (2) pedicle screw fixation without transfixation after total removal of the L3-L4 disc, (3) pedicle screw fixation with diagonal transfixation, and (4) pedicle screw fixation with horizontal transfixation. Three-dimensional finite element models of the tested surgical constructs were also developed by use of three-dimensional beam elements to investigate the effect of diagonal transfixation and horizontal transfixation on the construct stability and the corresponding stress changes in the screws., Results: When compared with no transfixation, horizontal transfixation significantly improved the lateral bending and axial rotation stability by 15.7% and 13.9%, respectively, but there was no improvement of stability in flexion and extension. By contrast, diagonal transfixation significantly improved the flexion and extension stability by 12% and 10.7%, respectively, but not the lateral bending and axial rotation stability in comparison with no transfixation. Comparison between horizontal transfixation and diagonal transfixation showed that the stabilizing effect of diagonal transfixation was greater in flexion and extension (13% and 11%, P < 0.01) than that of horizontal transfixation but smaller in lateral bending (11%, P < 0.05) and axial rotation (6.6%, P > 0.1). Finite element model predictions of the motion changes were similar to the changes observed in flexibility tests. In horizontal transfixation, the load changes, compared with no transfixion, were a 0.02% increase in flexion-extension, a 27.5% increase in lateral bending, and a 58% decrease in axial rotation, and the magnitudes of the moments applied on both the right and left pedicle screws were identical. However, when diagonal transfixation was achieved by connecting the left superior screw and the right inferior screw, the loads in the left screw were increased by 11.5% in flexion-extension, 43.6% in lateral bending, and 7.9% in axial rotation, whereas the loads in the right screw were decreased by 10.9% in flexion-extension, increased by 0.06% in lateral bending, and decreased by 18.1% in axial rotation., Conclusions: The results of this study showed that diagonal transfixation provides more rigid fixation in flexion and extension but less in lateral bending and axial rotation in comparison with horizontal transfixation. Furthermore, greater stresses in the pedicle screws were predicted in the diagonal transfixation model. These limitations of diagonal transfixation should be considered carefully for clinical application.

Study Design: A biomechanical and anatomic study with human cadaveric lumbar spine., Objectives: The purpose of this study is to examine the morphologic changes in the intervertebral foramen during flexion, extension, lateral bending, and axial rotation of the lumbar spine and to correlate these changes with the flexibility of the spinal motion segments., Summary of Background Data: Previous studies showed morphologic changes in the intervertebral foramen during flexion and extension; however, those changes during lateral bending and axial rotation were not well known., Methods: There were 81 motion segments obtained from 39 human cadaveric lumbar spines (mean age 69 years). The motion segments were imaged with CT scanner with 1-mm thick consecutive sections. For biomechanical testing each motion segment was applied with incremental pure moments of flexion, extension, lateral bending, and axial rotation. Rotational movements of the motion segment were measured using VICON cameras. After application of the last load, the specimens were frozen under load, and then CT was performed with the same technique described above. Six parameters of the intervertebral foramen were measured, including foraminal width (maximum and minimum), foraminal height, disc bulging, thickness of ligamentum flavum, and cross-sectional area of the foramen., Results: Flexion increased the foraminal width (maximum and minimum), height, and area significantly while significantly decreasing the disc bulging and thickness of ligamentum flavum (P < 0.05). However, extension decreased the foraminal width (maximum and minimum), height, and area significantly. Lateral bending significantly decreased the foraminal width (maximum and minimum), height, and area at the bending side, whereas lateral bending significantly increased the foraminal width (minimum), height, and area at the opposite side of bending. Likewise, axial rotation decreased the foraminal width (minimum) and area at the rotation side significantly while significantly increasing the foraminal height and foraminal area at the opposite side. The percent change in the foraminal area was found significantly correlated with the amount of segmental spinal motion except for the extension motion., Conclusions: This study showed that the intervertebral foramen of the lumbar spine changed significantly not only on flexion-extension but also on lateral bending and axial rotation. The percent change in cross-sectional foraminal area was correlated with the amount of segmental motion except for extension motions. Further studies are needed to assess the morphologic changes in the intervertebral foramen in vivo and to correlate clinically.

Several studies have shown an association between sagittal orientation of the facet joint and degenerative spondylolisthesis. There is currently no information available on the association between orientation of the facet joint and osteoarthritis. This study examined the association between orientation and osteoarthritis of the lumbar facet joints. One hundred eleven consecutive patients underwent plain radiography and magnetic resonance imaging. These patients were divided into two groups: No Degenerative Spondylolisthesis Group (98 patients) and Degenerative Spondylolisthesis Group (13 patients). In the No Degenerative Spondylolisthesis Group, segments with higher grades of osteoarthritis showed more sagittal orientation of the facetjoints at the L3-L4 and L4-L5 levels. The facet joint was oriented significantly more sagittally in the Degenerative Spondylolisthesis Group than in the No Degenerative Spondylolisthesis Group at the L4-L5 and L5-S1 levels. The severity of facet joint osteoarthritis was significantly higher in the Degenerative Spondylolisthesis Group than in the No Degenerative Spondylolisthesis Group at the L3-L4, L4-L5, and L5-S1 levels. A significant association was found between sagittal orientation and osteoarthritis of the lumbar facet joints, even in patients without degenerative spondylolisthesis. Facet joint osteoarthritis, rather than spondylolisthesis, is the pathoanatomic feature that is associated with sagittal orientation of the facet joints in patients with degenerative spondylolisthesis.

Background Context: A relationship between degenerative changes of the intervertebral disc and biomechanical functions of the lumbar spine has been suggested. However, the exact relationship between the grade of disc degeneration and the flexibility of the motion segment is not known., Purpose: To investigate the relationship between degenerative grades of the intervertebral disc and three-dimensional (3-D) biomechanical characteristics of the motion segment under multidirectional loading conditions., Study Design/setting: A biomechanical and imaging study of human cadaveric spinal motion segments., Methods: One hundred fourteen lumbar motion segments from T12-L1 to L5-S1 taken from 47 fresh cadaver spines (average age at death, 68 years; range, 39 to 87 years) were used in this study. The severity of degeneration (grades I to V according to Thomson's system) was determined using magnetic resonance (MR) images and cryomicrotome sections. Pure unconstrained moments with dead weights were applied to the motion segments in six load steps. The directions of loading included flexion, extension, right and left axial rotation, and right and left lateral bending., Results: When the MR images were graded, 2 segments had grade I disc degeneration; 45, grade II; 20, grade III; 26, grade IV; and 21, grade V. When the cryomicrotome sections were graded, 14 segments had grade I disc degeneration; 31, grade II; 22, grade III; 26, grade IV; and 21, grade V. Segments from the upper lumbar levels (T12-L1 to L3-4) tended to have greater rotational movement in flexion, extension, and axial rotation with disc degeneration up to grade IV, whereas the motion decreased when the disc degenerated to grade V. In the lower lumbar spine at L4-5 and L5-S1, motion in axial rotation and lateral bending was increased in grade III., Conclusions: These results suggest that kinematic properties of the lumbar spine are related to disc degeneration. Greater motion generally was found with disc degeneration, particularly in grades III and IV, in which radial tears of the annulus fibrosus are found. Disc space collapse and osteophyte formation as found in grade V resulted in stabilization of the motion segments.

Study Design: A biomechanical and imaging study of human cadaveric spinal motion segments., Objective: To investigate the effect of both disc degeneration and facet joint osteoarthritis on lumbar segmental motion., Summary of Background Data: Spinal degeneration includes the osteoarthritic changes of the facet joint as well as disc degeneration. Disc degeneration has been reported to be associated with spinal motion. The association of facet joint osteoarthritis with lumbar segmental motion characteristics and the combined influence of disc degeneration and facet osteoarthritis has not yet been investigated., Methods: A total of 110 lumbar motion segments (52 female, 58 male) from 44 human lumbar spines were studied (mean age = 69 years). Magnetic resonance images were used to assess the disc degeneration from Grade I (normal) to Grade V (advanced) and the osteoarthritic changes in the facet joints in terms of cartilage degeneration, subchondral sclerosis, and osteophytes. Disc height, endplate size, and facet joint orientation and width also were measured from the computed tomographic images. Rotational movements of the motion segment in response to the flexion, extension, lateral bending, and axial rotational moments were measured using a three-dimensional motion analysis system., Results: Female motion segments showed significantly greater motion (lateral bending: P < 0. 001, flexion: P < 0.01, extension: P < 0.05) and smaller endplate size (P < 0.001) than male ones. The segmental motion increased with increasing severity of disc degeneration up to Grade IV, but decreased in both genders when the disc degeneration advanced to Grade V. In male segments, the disc degeneration-related motion changes were significant in axial rotation (P < 0.001), lateral bending (P < 0.05), and flexion (P < 0.05), whereas female segments showed significant changes only in axial rotation (P < 0.001). With cartilage degeneration of the facet joints, the axial rotational motion increased, whereas the lateral bending and flexion motion decreased in female segments. In male segments, however, motion in all directions increased with Grade 3 cartilage degeneration and decreased with Grade 4 cartilage degeneration. Subchondral sclerosis significantly decreased the motion (female: axial rotation, P < 0. 05; extension, P < 0.05 vs.- male:flexion,P < 0.05). Severity of osteophytes had no significant association with the segmental motion., Conclusion: Axial rotational motion was most affected by disc degeneration, and the effects of disc degeneration on the motion were similar between genders. Facet joint osteoarthritis also affected segmental motion, and the influence differed for male and female spines. Further studies are needed to clarify whether the degenerative process of facet joint osteoarthritis differs between genders and how facet joint osteoarthritis affects the stability of the spinal motion segment.

Information is lacking in the literature on the precise anatomy of the iliolumbar ligament and its individual differences. The morphologic pattern, length, and width of the iliolumbar ligament were determined in 56 embalmed lumbosacral spines from human cadavers. It was possible to classify the iliolumbar ligament into two groups: Type A (74 ligaments), in which anterior and posterior ligaments had separate courses; and Type B (32 ligaments), in which anterior and posterior ligaments moved together as one band. The angle of the posterior iliolumbar ligament in Type A was oriented significantly more posteriorly than that in Type B. The posterior iliolumbar ligament was significantly shorter and oriented more posteriorly in male anatomic specimens than in female ones.

Degenerative processes in the disc and facet joints affect the stability of the motion segment. The exact relations among disc degeneration, facet joint osteoarthritis, and the kinematics of the motion segment are not well defined in the literature. Magnetic resonance imaging and functional radiography of the lumbar spine were analyzed to examine the relations among segmental instability, facet joint osteoarthritis, and disc degeneration in patients with degenerative disorders of the lumbar spine. Seventy consecutive patients (mean age, 46 years) had both magnetic resonance imaging and flexion and extension radiographs of the lumbar spine. The lumbar instability was classified into abnormal tilting on flexion, rotatory instability in the sagittal plane, and translatory instability. Translatory instability was subdivided into anterior, posterior, and anteroposterior translatory instability. Disc degeneration as seen on T2-weighted sagittal images was classified into five grades. Facet joint osteoarthritis as seen on axial T1-weighted images was divided into four grades. This study revealed that the kinematics of the lumbar motion segment are affected by disc degeneration and facet joint osteoarthritis. Abnormal tilting movement on flexion and anteroposterior translatory instability both had negative associations with facet joint osteoarthritis. However, anterior translatory instability was positively associated with disc degeneration and facet joint osteoarthritis. Rotatory instability in the sagittal plane and posterior translatory instability were not associated with disc degeneration and facet joint osteoarthritis.

In the thoracolumbar spine, frequently strut grafting is used to restore the anterior and middle column defects. Biomechanical stability of the surgical construct may be altered significantly depending on the type of anterior grafting devices. In this study, a biomechanical flexibility test was conducted to compare the stabilizing role of various types of anterior grafting devices, such as a polymethylmethacrylate block, tricortical iliac crest bone graft, one large Harms cage, and two small Harms cages using a calf lumbar corpectomy model. The Harms cage, especially one large cage, improved the axial rotational stability significantly in both anterior and posterior fixation groups as compared with the iliac bone or polymethylmethacrylate. No significant difference in the stabilizing role was found among different grafting devices in lateral bending, flexion, and extension. These results suggest that a more rigid spinal construct can be obtained by using a metal cage with improved friction at the cage-bone interface.

Object: The authors conducted a study in which their objective was to measure the effect of tears in the annulus fibrosus on the motions of lumbar spinal motion segments., Methods: Lumbar spinal motion segments were harvested from human cadavers and studied using a 1.5-tesla magnetic resonance imager. The motion segments were subjected to incremental flexion, extension, rotation, and lateral bending torques. Displacements and rotations were measured using a kinematic system. The segments were sectioned on a cryomicrotome to verify the presence of tears in the annulus fibrosus., Conclusions: Tears in the annulus fibrosus increase the amount of motion that results from a torque applied to the motion segment. Radial and transverse tears of the annulus fibrosus have a greater effect on motions produced by an axial rotatory torque than on those produced by flexion, extension, or lateral bending torques. The difference between normal discs and discs with annular tears is more marked during moments of axial rotational than during those of flexion, extension, or lateral bending.

Background and Purpose: Because it diminishes the stiffness of the intervertebral disk, disk degeneration results in abnormal motions of the spine. Therefore, disk degeneration associated with back pain may indicate spinal fusion. The purpose of this study was to correlate the MR appearance and stiffness of lumbar intervertebral disks., Methods: Eighty-two lumbar spinal segments were imaged with MR. The intervertebral disks were classified as: 1) normal, 2) having transverse or concentric tears of the annulus fibrosus if MR imaging showed only these changes, 3) having radial tears of the annulus fibrosus if MR imaging showed high-intensity zones in the annulus fibrosus or reduced signal intensity in the disk characteristic of radial tears, or 4) having advanced degeneration if MR imaging showed markedly reduced height, large osteophytes, or both. The rotation occurring from the application of a 6.6-Newton-meter (Nm) moment of axial rotational torque was measured kinematically. Average stiffness, in Nm/degree, was calculated as the ratio of the torque to the rotation., Results: Stiffness averaged 7.0 Nm/degree for the normal group; 1.9 Nm/degree for the disks with concentric or transverse tears; 1.7 Nm/degree for disks with radial tears; and 3.1 Nm/degree for disks with advanced degeneration. The differences were statistically significant., Conclusion: Concentric, transverse, and radial tears of the intervertebral disk indicate reduced stiffness of the intervertebral disk and increased motions for a unit of applied torque. The most severely reduced stiffness was found in disks with radial tears of the annulus fibrosus. With collapse of the disk space, stiffness increases.

Study Design: Biomechanical and anatomic study of human cadaveric spinal motion segments., Objectives: To measure the stiffness of spinal motion segments by disc type and by load type (flexion, extension, axial rotation, or lateral bending). To compare stiffness in motion segments with and without a high-intensity zone or radial tear in the anulus fibrosus., Summary of Background Data: The high-intensity zone, that is a linear zone of high-intensity on T2-weighted magnetic resonance images corresponding to a radial tear in the anulus fibrosus, is a marker for a painful disc at discography. The high-intensity zone is hypothetically associated with diminished stiffness of the motion segment., Methods: Human cadaveric lumbar spinal motion segments with normal disc morphology or a high-intensity zone of the anulus fibrosus were selected on the basis of magnetic resonance imaging. The motion segments were subjected to incremental flexion, extension, rotation, and lateral bending torques. Rotation was measured with a kinematic system. Torque-rotation curves and stiffness were calculated for each motion segment and for each torque. The motion segments were sectioned on a cryomicrotome to verify the disc morphology as normal or as that of a radial tear., Results: In four motion segments with normal discs, stiffness was greater in axial rotation (8.4 Nm/degree) than in lateral bending (2.3 Nm/degree), flexion (1.8 Nm/degree), or extension (2.6 Nm/degree). In 16 motion segments with a high-intensity zone, stiffness was 2.4 Nm/degree in axial rotation, and less severely reduced in lateral bending, flexion, and extension. Stiffness in motion segments with a high-intensity zone was significantly less with smaller than with larger axial rotation loads., Conclusions: The presence of a high-intensity zone in the intervertebral disc is associated with reduced stiffness of motion segments. The reduction is greater in axial rotation than in other torques. The reduction is more in smaller than in larger axial torques.

Study Design: An animal model for laparoscopic lumbosacral fusion., Objectives: To compare the biomechanical and histologic results of open to laparoscopic lumbosacral discectomy and fusion in an animal model., Background Data: Early clinical reports of laparoscopic lumbosacral fusions are encouraging, but animal experiments have not been reported., Methods: Ten pigs (50-80 kg) were divided into two groups. Group 1 underwent an open anterior lumbosacral discectomy and fusion at L7-S1 using autologous bone graft and a titanium MOSS (DePuy Motech) cage. Group 2 was identical to Group 1 except that a laparoscopic technique was used. The animals were killed at 3 months, and the lumbosacral spines were harvested for biomechanical and histologic testing., Results: Estimated blood loss and average length of operation, respectively, for the two groups were: Group 1, 50 mL, 2 hours 50 minutes; and Group 2, 40 mL, 3 hours 40 minutes. There were no perioperative or postoperative complications in either group. Motion analysis results showed less motion in lateral bending, flexion, and extension than in the intact specimen in both groups. Tensile testing showed that the stiffness was significantly greater in the open group than in the laparoscopic group (P < 0.004). Histologic examination showed a less extensive discectomy and less bone growth in the implant in the laparoscopic group. Inadequate decortication of end-plates occurred in two animals who underwent laparoscopy., Conclusions: Although lumbosacral discectomy and implant insertion can be performed using the laparoscopic technique, the construct may not have the same biomechanical strength as that attained with the open procedure. Laparoscopic-assisted lumbosacral fusion surgery requires additional investigation before it is widely used in clinical situations.

Study Design: Fresh calf lumbar spines were used to perform flexibility tests in multiple loading directions to compare the stabilizing effects of anterior and posterior rigid instrumentations., Objective: To compare the biomechanical flexibility of anterior and posterior instrumentation constructs using an unstable calf spine model., Summary of Background Data: Unstable burst fractures of the thoracolumbar spine can be managed anteriorly or posteriorly. Controversy persists, however, on the merit of anterior fixation versus that of posterior fixation in terms of how much stability can be achieved., Methods: Fifteen fresh calf spines (L2-L5) were loaded with pure unconstrained moments in flexion, extension, axial rotation, and lateral bending directions. After removal of L3-L4 disc and endplates to create an 1.5-cm anterior and middle column defect, testing was performed on five specimens after anterior Kaneda rod fixation, anterior University Plate fixation, or posterior ISOLA pedicle screw fixation (AcroMed, Cleveland, OH). Testing was repeated after inserting a polymethylmethacrylate block to stimulate an interbody anterior graft with instrumentation., Results: All fixation devices provided a significant stabilizing effect in flexion and lateral bending. In extension, all constructs except ISOLA (AcroMed) without graft were stiffer than the intact specimen. In axial rotation with no graft, only the Kaneda device significantly reduced the flexibility from that of the intact specimen. The interbody graft provided additional rigidity to the ISOLA (AcroMed) instrumentation construct in flexion and extension and to the Kaneda construct in lateral bending. There was no significant effect of grafting in axial rotation., Conclusions: A short, transpedicular instrumentation, such as ISOLA (AcroMed), provided less rigid fixation in flexion and extension without the anterior structural graft. The Kaneda rod and University plate with grafting provided a significant stabilizing effect in all directions compared with the intact specimen. When no graft was inserted, the Kaneda device was more effective in preventing axial rotation than the other devices. In lateral bending, the University plate provided more rigid fixation than the Kaneda device without grafting.

Study Design: A cadaveric study was done to analyze the dimensional changes in the spinal canal and intervertebral foramen of the lumber spine with flexion and extension movements., Objectives: To investigate the relationship between flexion and extension movements and morphologic changes in the spinal canal and the intervertebral foramen., Summary of Background Data: Previous studies have reported that the dimensions of the spinal canal and the intervertebral foramen may change significantly with motion. The purpose of this study was to assess the quantitative changes in the spinal canal and the intervertebral foramen with segmental flexion-extension movements., Methods: Nineteen fresh cadaveric spines yielding 25 motion segments were used. The lumbar motion segments were frozen and then imaged in axial and sagittal projections by a computed tomography scanner. They were thawed then, and the motion segments were loaded to 5.7 Nm in flexion (13 motion segments) and in extension (12 motion segments) specimens. While in flexion or extension, the specimens again were frozen and imaged by computed tomography scan. The frozen specimens than were sliced using a cryomicrotome in the sagittal plane to study the dimensions of the intervertebral foramen. Eighteen other fresh cadaveric spines were sliced sagittally for study in the neutral position., Results: The axial computed tomography scans showed that extension significantly decreased the canal area, midsagittal diameter, and subarticular sagittal diameter, whereas flexion had the opposite effects. The sagittal computed tomography scans showed that extension decreased all the foraminal dimensions significantly, whereas flexion increased all the foraminal dimensions significantly. The translational changes were associated with the bulging of the disc and the presence of traction spurs. The cryomicrotome sections showed the cross-sectional area of the foramen to be 12% greater for the flexion group and 15% smaller for the extension group than the cross-sectional area of the neutral group. Nerve root compression in the foramen was found to be 21.0% in neutral, 15.4% in flexion, and 33.3% in extension groups., Conclusions: The study supports the concept of dynamic spinal stenosis. In addition to static anatomic changes, careful dynamic studies may be required to evaluate better the central canal and the foramen.

Study Design: The biomechanical role of transfixation in pedicle screw instrumentation was investigated using flexibility tests and finite element analyses., Objective: To assess the stabilizing effect of use and position of transfixators., Summary of Background Data: Transfixation is common in pedicle screw instrumentation, however, its biomechanical role and optimal position are not completely understood., Methods: Specimens underwent nondestructive flexibility tests using a three-dimensional motion analysis system. Tests compared the intact spine with instrumentation with and without transfixators Rotational angles of the superior vertebra, resulting from the maximum moment of 6.4 Nm, were compared. Three-dimensional finite element models investigated transfixator position. Rotations of the superior vertebra were compared for cases with and without transfixators to determine the position providing the greatest stability., Results: Biomechanical test showed that only axial rotational stability significantly improved with transfixators compared with instrumentation alone. Pimte element models predicted improvement in lateral bending and axial rotation with transfixators compared with the case with no transfixator. With one transfixator, the greatest improvement in axial rotation stability occurred with the transfixator at the proximal 1/4 position of the rods. When two transfixators were used, the optimal locations were with one transfixator in the middle and the second at the proximal 1/8 position., Conclusions: Transfixators improved the stabilizing effects of pedicle screw instrumentation. The greatest axial rotation stability was obtained with two transfixators; one in the middle and the other at the proximal 1/8 position of the longitudinal rods.

Study Design: A cadaveric study was performed to analyze the changes of foraminal dimensions of the lumbar spine and also to estimate the amount of foraminal distraction, achieved with pedicle screw instrumentation, that will create the greatest improvement in foraminal dimensions., Objectives: To establish the ideal amount of lumbar foraminal distraction using pedicle screw instrumentation and to investigate the changes of adjacent segments and lumbar lordosis with distraction maneuvers., Summary of Background Data: In patients undergoing fusions and instrumentation for foraminal stenosis, distraction of the lumbar spine may improve the dimensions of the intervertebral foramen. Results of previous studies have shown that anterior interbody distraction of the lumbar spine significantly increased the space in the lumbar foramen. No previous study has assessed the ideal amount of distraction, changes in the adjacent segments, or the effect on lumbar lordosis using posterior pedicle screw instrumentation., Methods: Six fresh frozen human cadaveric spines from 15 to the sacrum were used. The ISOLA instrumentation system (Acromed Inc., Cleveland, OH) was applied using pedicle screws at L4, L5, and S1, L4-L5 and L5-S1 rods were contoured to the same degree of lumbar lordosis as in the specimen. The spine was potted in the upright position with the sacrum secured in the mold, and an axial load of 40 pounds was applied to the specimen. Radiographs were used to measure the posterior disc height, foraminal height, foraminal area, and lumbar lordosis. Two mm, 4 mm, 6 mm, 8 mm, and 10 mm of single level distraction were added to L4-L5 and L5-S1. The dimensions of the specimen were digitized and calculated after each distraction., Results: The posterior disc height, foraminal height and foraminal area increased with distraction. The greatest incremental change in the foraminal area was noted at 6 mm of distraction. The L4-L5 foraminal area increased 22.6% at 6 mm of L4-L5 distraction, and the L5-S1 foraminal area increased 39.2% at 6 mm of L5-S1 distraction. With distraction above 6 mm, the foraminal change plateaued. The greatest decrease in lumbar lordosis was only 4.6 degrees and occurred at 10 mm of distraction. There was no significant effect of distraction on the foramina of adjacent levels., Conclusion: Posterior distraction using pedicle screws increased foraminal dimensions. The ideal amount of distraction on the rod, or the minimal amount of distraction necessary for improving foraminal dimensions, may be 6 mm using pedicle screw instrumentation.

Purpose: To measure the effect of extension, flexion, lateral bending, and axial rotation loads applied to the spine on the anatomic relationship of the spinal nerves in the neural foramen to the ligamentum flavum and the intervertebral disk, anc to determine the effect of disk degeneration on the response to loading., Methods: Cadaveric lumbar motion segments were examined with CT and MR imaging, loaded with pure moment forces, frozen in situ, reexamined with CT, and sectioned with a cryomicrotome. The morphology of the intervertebral disks was classified on the basis of the appearance of the cryomicrotome sections. The neural foramina were classified as having no evident stenosis, as being stenotic, as having occult stenosis, or as showing resolved stenosis on the basis of the images and sections before and after loading. The stenotic and nonstenotic foramina were stratified by disk level, intervertebral disk classification, and type of loading applied. The effect of spinal level, disk type, and load type on the prevalence of stenosis was studied., Results: On average, extension, flexion, lateral bending, and axial rotation resulted in the ligamentum flavum or intervertebral disk contacting or compressing the spinal nerve in 18% of the neural foramina. Extension loading produced the most cases of nerve root contact, and lateral bending produced the fewest cases. Each of the loading types resulted also in diminished contact between the spinal nerve and the intervertebral disk or ligamentum flavum in some cases. Disk degeneration significantly increased the prevalence of spinal stenosis. All foramina associated with advanced disk degeneration and half of the foramina associated with disks having radial tears of the annulus fibrosus either developed occult stenosis or were stenotic before loading., Conclusions: The study supports the concept of dynamic spinal stenosis; that is, intermittent stenosis of the neural foramina. Flexion, extension, lateral bending, and axial rotation significantly changed the anatomic relationships of the ligamentum flavum and intervertebral disk to the spinal nerve roots.

Study Design: A biomechanical study was performed to investigate a relation between the bone mineral density of the vertebral body and the number of loading cycles to induce fatigue loosening of an anterior vertebral screw., Objectives: The objective of this study was to investigate the potential usefulness of dual energy x-ray absorptiometry of measuring bone mineral density of the vertebral body in predicting the fatigue loosening of th anterior vertebral screw., Summary of Background Data: Loosening of the vertebral body screw is a well know failure in spinal instrumentation, and more commonly observed than pullout failure. The relation between bone mineral density and pullout strength of the screw has been investigated previously, but no studies are available on the fatigue loosening in anterior spinal fixation., Methods: Bone mineral density was measured using dual energy x-ray absorptiometry and the screw loosening was produce by a cyclic loading in the cephalad-caudal direction. Screw loosening was defined as 1 mm displacement of the screw relative to bone, and the number of loading cycles to induce the screw loosening was obtained and statistically correlated with bone mineral density., Results: There was a positive correlation between the number of loading cycles to induce screw loosening and bone mineral density (R = 0.8, P < 0.01). The average number of loading cycles to induce screw loosening was significantly less for specimens with bone mineral density < 0.45 g/cm2 compared to those with bone mineral density > or = g/cm2., Conclusions: These findings suggest that bone mineral density may be a good predictor of anterior vertebral screw loosening. Bone mineral density < 0.45 g/cm2 may be critical value of loosening of the anterior vertebral body screw. However, further biomechanical and clinical studies are required before using threshold value clinically.

Study Design: A biomechanical study was designed to assess relative construct stabilities of modern anterior thoracolumbar instrumentations in a calf spine model with an anterior and middle column defect., Objectives: The purpose is to compare the biomechanical stability of various anterior fixation devices in an unstable calf spine model., Summary of Background Data: Modern types of anterior thoracolumbar instrumentations evolved to either rods or plates. Biomechanical properties and comparative studies of these instrumentations are lacking., Methods: Twenty fresh calf spines (L2-L5) were used for the biomechanical tests. L2 and L5 vertebrae were used to attach the loading and base frames, respectively. Specimens underwent nondestructive biomechanical tests performed using a three-dimensional motion measuring system. In each specimen, three different cases were tested: intact spine, anterior fixation with an interbody graft after total discectomy and endplate excision of L3-L4 disc, anterior fixation only without the graft. Four anterior fixators, University Anterior Plating System, the Kaneda device, the Z-plate, and Texas Scottish Rite Hospital system were used. Each device was tested on five specimens. A polymethylmethacrylate block was inserted into the disc space to simulate the interbody grafting, and a fixation device was implanted with axial compression. Rotational angles of the L3-L4 segment stabilized by a fixation device and graft were normalized by the corresponding angles of the intact specimen to study the overall stabilizing effects., Results: With the interbody graft and fixation devices, all showed significant stabilizing effects in flexion, extension, and lateral bending. All devices restored axial rotation stability to intact specimen, but only the Kaneda device restored the torsional stability beyond the intact specimen. No statistical differences in stabilizing effects in axial rotation were found between any of the tested devices. When the graft was removed, the Kaneda device significantly decreased the motions in all directions compared with the intact motion, whereas the University plate decreased the motions in flexion, extension, and lateral bending. The Texas Scottish Rite Hospital system was found to reduce the flexion and lateral bending motions significantly, and Z-plate decreased lateral bending motions only. Stabilizing effects of the interbody graft were significant in lateral bendings for all devices. Additionally, the significant stabilizing role of the graft was noted in flexion and extension in Z-plate only. The graft did not significantly reduce the axial rotation motion in any instrumentations., Conclusions: Modern anterior instrumentations for the thoracolumbar spine, such as the Kaneda device, Texas Scottish Rite Hospital system, Z-plate, and University plate, restored the stability in all motions when an interbody graft was inserted. The stability of fixation devices revealed that the Kaneda device is the best, particularly in restoring the torsional stability. The information on the relative stability provided by different instrumentations should help the spine surgeon in choosing the appropriate instrumentation for the particular circumstance.

A biomechanical study was performed to investigate the relationship among the pullout strength of anterior vertebral screw fixation, bone mineral density (BMD) of the vertebral body, screw insertion torque, and width of the vertebral body. BMD was measured using a dual energy x-ray absorptiometry unit. Screw insertion torque and width of the lumbar vertebrae were also measured before the pullout test. Pullout strength was significantly correlated with BMD (r = 0.85) and screw insertion torque (r = 0.47), but not with width of the vertebral body. Multiple regression analyses demonstrated better correlation between pullout strength and the other parameters (r = 0.886). A stepwise regression analysis showed that BMD is the most significant predictor of the pullout strength followed by width of the vertebral body, whereas screw insertion torque is not a significant predictor. Furthermore, the mean pullout strength of the grade I osteoporosis group was significantly greater than that of grade II or III osteoporosis group.

Canine models have been frequently employed to investigate the in vivo effects of a surgical procedure. Various studies indicate that canine models can provide a successful in vivo biological model for these studies. Use of canine models for the biomechanical studies of the spine, however, have been questioned because of different loading conditions on the canine and human spines originated from posture differences between canine and human. Similarities between the stress distributions within the canine and human motion segments under physiological loads will strengthen the use of canine models for the studies of spine biomechanics. In the present study, finite element models of the canine intact and stabilized motion segments were developed to investigate these aspects. Comparison of model predicted flexion angle, axial stiffness, and facet contact force for the canine intact L6-L7 motion segment revealed good agreement with the corresponding parameters experimentally measured under the similar loading conditions. Similar stress distributions within the intact canine and human models were found from the predicted results in response to the physiological load. Stabilizing and stress-shielding effects of a pedicle screw-plate-type fixation device [variable spinal plating (VSP)] on the stabilized motion segment were also similar for the canine and human stabilized models. Furthermore, maximum stresses in the pedicle screws were found at the junction between the bone screw and the integrated nut of the inferior screw in both the canine and human stabilized models. This corresponds to the location of pedicle screw breakage reported in the literature. These findings suggest that a canine is a suitable model for the biomechanical studies of the lumbar spine.

An analysis of the load-displacement behavior of stabilized spines in comparison with intact spines was undertaken using fresh human cadaveric spines (T12/L1--sacrum). The three-dimensional load-displacement data of the five vertebral bodies of an intact specimen in clinically relevant loading cases were recorded using the Selspot II motion measuring system. After testing the intact specimen, an instability was created at the L4-5 level. The unstable motion segment was stabilized sequentially with three transpedicular screw instrumentations. The stabilized specimens were tested, and the data for the stabilized tests were normalized with respect to the intact data to determine the degree of stabilization achieved in various loading modes as a function of the three devices. The results showed that the three transpedicular devices included in this study were effective in imparting stability to the injured ligamentous spinal segment at a p less than 0.01 level of significance. The differences among the devices were not significant.

Nonlinear three-dimensional finite element models of a ligamentous two motion segments spine specimen (L3-L4-L5) were developed to investigate the effects of disc degeneration, simulated at the L4-L5 level, on the biomechanical behavior of the adjacent intact L3-L4 motion segment. The disc degeneration was simulated by removing the hydrostatic capabilities of the nucleus and making the L4-L5 disc stiffer than a normal disc. The results of the degenerated model were compared with the predictions for a model in which the L4-L5 disc was left intact. The loads on the facets decreased, and intradiscal pressure in the intact L3-L4 disc increased as a result of disc degeneration compared with the intact model. The predicted increase in the intradiscal pressure and the associated increase in the disc bulge in the posterior region over time may trigger the degenerative process at the L3-L4 motion segment. This is in accordance with the Wolff's law; living tissue responds to chronic changes in stresses and strains. The limitations of the present two motion segments model and the potentials of multisegmental models are discussed.

Three-dimensional nonlinear finite element models of the intact L4-5 one motion segment/two-vertebrae and L3-5 two motion segments/three-vertebrae were developed using computed tomography (CT) films. The finite element mesh of the L4-5 motion segment model was modified to simulate bilateral decompression surgery. The mesh was further altered to achieve stabilization, using an interbody bone graft and a set of Steffee plates and screws. The model behavior of the intact specimen in all loading modes and of the stabilized model in compression, flexion, and extension modes were studied. The stresses in the cancellous bone region were found to decrease. The interbody bone graft, due to an overall decrease in stresses in the bone below the screw, transmits about 80% of the axial load as compared with 96% transmitted by an intact disc in an intact model. Thus, the use of a fixation device induces a stress shielding effect in the vertebral body. The results indicate that although the bone graft transmits lesser loads than the intact disc, it is active in transmitting loads. The presence of low stresses in the cancellous bone region and high localized stresses in the cortical pedicle region surrounding the screw, compared with the intact case, suggests that the screws are likely to become loose over time. The use of an interbody bone graft alone or in combination with any existing fixation device also induces higher stresses at the adjacent levels. This may be responsible for the adverse iatrogenic effects seen clinically.