Simulated active control produces repeatable motion pathways of the elbow in an in vitro testing system

The Effect of Elbow Flexion On Valgus Carrying Angle

PURPOSE

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

CLINICAL RELEVANCE

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

An in-vitro biomechanical comparison of annular ligament repair and reconstructions to restore radial head stability in anterior Monteggia fractures

Background

Persistent or recurrent instability of the radial head (RH) remains a challenge in treating anterior Monteggia fractures despite anatomic restoration of the ulna. RH instability may be caused by the pull of the biceps muscle with rupture of the annular ligament and other soft tissue stabilizers of the proximal radius. Currently, the optimal method to stabilize the proximal radius is unknown. The purpose of this study was to compare annular ligament repair with three different ligament reconstructions in restoring anterior RH stability.

Methods

Eight cadaveric upper extremities were mounted on an elbow simulator in 90 degrees of flexion with the forearm in neutral rotation. Simulated sequential biceps loading was applied in 10 N increments up to a maximum biceps load of 150 N to generate an anteriorly directed force to the RH. Testing was first conducted in the native state with all soft tissue intact, followed by sectioning the central interosseous membrane, the proximal interosseous membrane, and annular and quadrate ligaments. This was followed by the randomized evaluation of an annular ligament repair and three different ligament reconstructions, including a Bell Tawse reconstruction with triceps fascia (Bell Tawse reconstruction), a free tendon annular ligament reconstruction (Itadera reconstruction), and a free tendon anatomic annular ligament reconstruction (anatomic reconstruction). An optical tracking system was used to determine RH kinematics relative to the humerus. For all test states, the anterior translation of the RH relative to the capitellum was quantified as a measure of subluxation.

Results

Sectioning the soft tissue stabilizers of the proximal radius produced a significant increase in anterior RH subluxation relative to the intact state (P < .001). The annular ligament repair was most effective at reducing anterior radial subluxation (P = 1.000). The Itadera reconstruction was the next most effective procedure at reducing anterior RH subluxation (P = 1.000) and was followed by the anatomic reconstruction (P = .192) and the Bell Tawse reconstructions (P = .015), respectively.

Conclusion

Annular ligament repair was most effective in restoring normal RH stability; however, repair of this structure may not always be feasible as the tissues are often compromised by the injury and may not be reparable. The Itadera reconstruction was the most effective reconstruction technique at restoring RH stability and should be considered over alternative procedures when annular ligament repair is not feasible. These data also suggest that careful rehabilitation will be important postoperatively as residual RH instability can occur even with an anatomic reduction of the ulna and annular ligament repair or reconstruction.

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

Background

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

Methods

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

Results

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

Discussion

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

Active Motion Laboratory Test Apparatus for Evaluation of Total Elbow Prostheses

Purpose

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

Methods

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

Results

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

Conclusions

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

Clinical relevance

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

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

Purpose

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

Methods

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

Results

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

Conclusions

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

Clinical relevance

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

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

BACKGROUND

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

METHODS

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

FINDINGS

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

INTERPRETATION

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

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

INTRODUCTION

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

PURPOSE OF THE STUDY

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

STUDY DESIGN

In vitro biomechanical study.

METHODS

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

RESULTS

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

CONCLUSIONS

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

Lateral Elbow Laxity Is Affected by the Integrity of the Radial Band of the Lateral Collateral Ligament Complex: A Cadaveric Model With Sequential Releases and Varus Stress Simulating Everyday Activities

BACKGROUND

An elongation of the radial lateral collateral complex (R-LCL) can provoke symptomatic minor instability of the lateral elbow leading to lateral elbow pain. Biomechanical models investigating the effects of elongation and partial or complete lesions of the R-LCL on lateral elbow stability are lacking.

PURPOSE

To evaluate how partial and complete R-LCL release affects radiocapitellar joint stability in a setting of controlled varus load and progressive soft tissue release.

STUDY DESIGN

Controlled laboratory study.

METHODS

Ten fresh-frozen cadaveric specimens were obtained and mounted on a custom-made support to control elbow flexion and extension and to allow for controlled varus loading. Stress tests were performed on all intact specimens under gravity load alone, a 0.5-kg load applied to the hand, and a 1-kg load applied to the hand. After load application, anteroposterior radiographs were obtained. The following release sequence was applied to all specimens: release of the anterior half of the common extensor origin, pie crusting of the R-LCL, and R-LCL release. After each release, stress tests and radiographs were performed. The varus joint angulation of the elbow (α) was measured by 2 examiners as the main outcome parameter.

RESULTS

Significant changes in α from the initial condition occurred after each release, and a significant effect of varus load on α was documented for all release steps. A significant effect of the releases on α could be documented for all identical varus load conditions. A linear regression model was generated to describe the effect of varus load on α.

CONCLUSION

Varus loads simulating everyday activities produce changes in the varus joint angulation of the elbow already in the intact specimen, which are linearly dependent on the applied moment and persist after release of the lateral stabilizing structures. With progressive load, a pie crusting of the R-LCL is the minimal procedure able to provoke a significant change in the varus joint angulation, and a complete R-LCL release produces additional increase in the varus joint angulation in all testing conditions.

CLINICAL RELEVANCE

These findings confirm the role of the R-LCL as static lateral stabilizer, supporting a pathological model based on its insufficiency and culminating with a symptomatic minor instability of the lateral elbow.

Ultrasound evaluation shows increase in laxity after partial common extensor origin detachment but not after additional lesion of the radial band of the lateral collateral ligament

PURPOSE

The lateral elbow musculature conveys a dynamic valgus moment to the elbow, increasing joint stability. Muscular or tendinous lesions to the anterior half of the common extensor origin (CEO) may provoke a deficiency in the elbow dynamic stabilizers, regardless of their traumatic, degenerative, or iatrogenic aetiology. Furthermore, a role for the radial band of the lateral collateral ligament (R-LCL) has been postulated in the aetiology of lateral elbow pain. This study aimed to evaluate the effects of sequential lateral releases with dynamic ultrasound, evaluating its capability to detect lesions of the CEO and of the R-LCL.

METHODS

Ultrasound investigation of the lateral compartment of the elbow was performed on nine cadaveric specimens with a 10 MHz linear probe in basal conditions, after the release of the anterior half of the CEO and after complete R-LCL release. The lateral joint line widening (λ) was the primary outcome parameter, measured as the linear distance between the humeral and radial articular surfaces.

RESULTS

The release of the anterior half of the CEO significantly increased λ by 200% compared to the starting position (p = 0.0008) and the previously loaded position (p = 0.0015). Conversely, further release of the R-LCL caused only a marginal, non-significant increase in λ.

CONCLUSIONS

Ultrasound evaluation can detect changes related to tendon tears or muscular avulsions of the CEO and can depict lateral elbow compartmental patholaxity by assessing articular space widening while scanning under dynamic stress. However, it cannot reliably define if the R-LCL is injured. Iatrogenic damage to the CEO should be carefully avoided, since it causes a massive increase in compartmental laxity.

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

BACKGROUND

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

METHODS

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

RESULTS

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

CONCLUSION

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

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

BACKGROUND

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

PURPOSE

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

STUDY DESIGN

Controlled laboratory study.

METHODS

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

RESULTS

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

CONCLUSION

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

CLINICAL RELEVANCE

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

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

BACKGROUND

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

METHODS

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

FINDINGS

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

INTERPRETATION

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

LEVEL OF EVIDENCE

Basic Science Study.

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

BACKGROUND

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

The effect of implant linking and ligament integrity on humeral loading of a convertible total elbow arthroplasty

BACKGROUND

Both unlinked and linked total elbow arthroplasty (TEA) implants have been employed with no consensus as to the optimal design. The present study aimed to evaluate the effect of collateral ligament integrity and implant linkage on wear-inducing loads in a convertible TEA.

METHODS

Eight fresh frozen upper extremities were tested in an elbow motion simulator. A convertible TEA with an instrumented humeral stem was inserted using computer navigation. Elbow kinematics and humeral loading were recorded with the TEA both linked and unlinked. The collateral ligaments were then sectioned and testing was repeated.

RESULTS

In the dependent position, there was no effect of implant linkage or ligament sectioning on humeral loading. Humeral loading was significantly greater following sectioning of the collateral ligaments but not after linking the TEA with the arm in the valgus position. Humeral loading was significantly greater after linking the TEA but not after sectioning of the collateral ligaments and with the arm in the varus position.

CONCLUSIONS

Collateral ligament integrity reduces wear-inducing loads for both an unlinked and linked TEA. Linkage of a convertible TEA increases humeral loading, which may have detrimental effects on implant longevity.

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

PURPOSE

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

CLINICAL RELEVANCE

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

In-Vitro Quantification of Medial Collateral Ligament Tension in the Elbow

The anterior bundle of the medial collateral ligament (AMCL) of the elbow is commonly injured in patients with elbow dislocations and in throwing athletes. This in-vitro study quantified tension in the native AMCL throughout elbow flexion for different arm positions. We conducted passive and simulated active elbow flexion in seven fresh-frozen cadaveric upper extremities using an established motion simulator. Motions were performed in the valgus and vertical positions from 20-120° while measuring AMCL tension using a custom transducer. Average AMCL tension was higher in the valgus compared to vertical position for both active (p = 0.03) and passive (p = 0.01) motion. Peak AMCL tension was higher in the valgus position for active (p = 0.02) and passive (p = 0.01) motion. There was no significant difference in AMCL tension between active and passive motion in the valgus (p = 0.15) or vertical (p = 0.39) positions. In the valgus position, tension increased with elbow flexion from 20-70° for both active (p = 0.04) and passive (p = 0.02) motion, but not from 70-120°. This in-vitro study demonstrated that AMCL tension increases with elbow flexion, and is greater in the valgus position relative to the vertical position. This information has important implications to the desired target strength of repair and reconstruction techniques.

Functional anatomy of the lateral collateral ligament of the elbow

INTRODUCTION

The aim of this study was to analyze the functional anatomy of the lateral collateral ligament complex (LCLC) and the surrounding forearm extensors.

MATERIALS AND METHODS

Using 81 human cadaveric upper extremities, the anatomy of the forearm extensors-especially the anconeus, supinator and extensor carpi ulnaris (ECU)-was analyzed. After removal of aforementioned extensors the functional anatomy of the LCLC was analyzed. The origin of the LCLC was evaluated for isometry. The insertion types of the lateral ulnar collateral ligament (LUCL) were analyzed and classified.

RESULTS

The ECU runs parallel to the RCL to dynamically preserve varus stability. The supinator and anconeus muscle fibers coalesce with the LCLC and lengthen during pronation. The anconeus fibers run parallel to the LUCL in full flexion. The LCLC consists of the annular ligament (AL) and the isometric radial collateral ligament (RCL). During elbow flexion, its posterior branches (LUCL) tighten while the anterior branches loosen. When performing a pivot shift test, the loosened LUCL fibers do not fully tighten in full extension. The LUCL inserts along with the AL at the supinator crest. Three different insertion types could be observed.

CONCLUSIONS

The LUCL represents the posterior branch of the RCL rather than a distinct ligament. It is non-isometric and lengthens during elbow flexion. The RCL was found to be of vital importance for neutralization of posterolateral rotatory forces. Pronation of the forearm actively stabilizes the elbow joint as the supinator, anconeus and biceps muscle work in unison to increase posterolateral rotatory stability.

Crista Supinatoris Fractures of the Proximal Part of the Ulna: Surgical Technique

Introduction

Open reduction and internal fixation of crista supinatoris fractures is required when the elbow is unstable despite appropriate nonoperative management and when a patient is undergoing surgical treatment of a periarticular elbow fracture-dislocation.

Step 1 Skin Incision and Surgical Approach

Use a posterior or lateral skin incision according to your preference and then utilize the Kocher interval to access the joint, lateral collateral ligament, and crista supinatoris or, in the setting of a proximal ulnar fracture, use the Boyd interval.

Step 2 Management of Associated Injuries

Crista supinatoris fractures have not been identified in isolation; address associated injuries such as radial head/neck fractures, capitellar fractures, and coronoid fractures first.

Step 3 Evaluation of Elbow Stability

If elbow instability persists after the concomitant injuries have been addressed, fix the crista supinatoris.

Step 4 Exposure of the Crista Supinatoris

Expose the fracture fragment and base of the crista supinatoris.

Step 5 Reduction and Fixation of the Crista Supinatoris Fracture

Obtain an anatomic reduction and fixation of the crista supinatoris fracture to appropriately tension the lateral ulnar collateral ligament.

Step 6 Reevaluation of Elbow Stability

Gently evaluate the stability of the elbow following repair of the crista supinatoris fracture.

Step 7 Postoperative Care

Initiate rehabilitation on the basis of intraoperative stability and concomitant injuries.

Results

We recently conducted a retrospective review of the outcomes of twelve patients with a fracture of the crista supinatoris.IndicationsContraindicationsPitfalls & Challenges.

Load transfer at the distal ulna following simulated distal radius fracture malalignment

PURPOSE

To measure the effects of distal radius malalignment on loading at the distal ulna.

METHODS

Using an adjustable mechanism to simulate angulated and translated malalignments, clinically relevant distal radius deformities were simulated in a cadaveric model. A custom-built load cell was inserted just proximal to the native ulna head to measure the resultant force and torque in the distal ulna. Loads were measured before and after transecting the triangular fibrocartilage complex (TFCC).

RESULTS

There was an increase in distal ulna load and torque with increasing dorsal translation and angulation. Combined conditions of angulation and translation increased force and torque in the distal ulna to a greater extent than with either condition in isolation. Transecting the TFCC resulted in a reduction in distal ulna load and torque.

CONCLUSIONS

A progressive increase in load at the distal ulna was observed with increasing severity of malalignment, which may be an important contributor to residual ulnar wrist pain and dysfunction. However, no clear-cut threshold of malalignment of a dorsally angulated and translated distal radius fracture was identified. These observations suggest that radius deformities cause articular incongruity, which increases TFCC tension and distal radioulnar joint load. Cutting of the TFCC decreased distal ulna loading, likely by releasing the articular constraining effect of the TFCC on the distal radioulnar joint, allowing the radius to rotate more freely with respect to the ulna.

CLINICAL RELEVANCE

Anatomical reduction of a distal radius fracture minimizes the forces in the distal ulna and may reduce residual ulnar wrist pain and dysfunction.

Functional differences between anatomical regions of the anconeus muscle in humans

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

A physiological dynamic testing machine for the elbow joint

BACKGROUND

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

Incidence and analysis of radial head and neck fractures

AIM: To investigate several complications like persistent radial head dislocation, forearm deformity, elbow stiffness and nerve palsies, associated with radial head fractures.

METHODS: This study reviewed the clinical records and trauma database of this level I Trauma Center and identified all patients with fractures of the radial head and neck who where admitted between 2000 and 2010. An analysis of clinical records revealed 1047 patients suffering from fractures of the radial head or neck classified according to Mason. For clinical examination, range of motion, local pain and overall outcome were assessed.

RESULTS: The incidence of one-sided fractures was 99.2% and for simultaneous bilateral fractures 0.8%. Non-operative treatment was performed in 90.4% (n = 947) of the cases, surgery in 9.6% (n = 100). Bony union was achieved in 99.8% (n = 1045) patients. Full satisfaction was achieved in 59% (n = 615) of the patients. A gender related significant difference (P = 0.035) in Mason type distribution-type III fractures were more prominent in male patients vs type IV fractures in female patients-was observed in our study population.

CONCLUSION: Mason type I fractures can be treated safe conservatively with good results. In type II to IV surgical intervention is usually considered to be indicated.

Percutaneous lateral ulnar collateral ligament reconstruction

PURPOSE

Open surgical reconstruction of the lateral ulnar collateral ligament is the standard treatment for symptomatic posterolateral rotatory instability of the elbow. It involves dissection and retraction of the lateral elbow muscles, which have been shown to be secondary stabilizers of the lateral elbow. We introduce a new muscle-protecting technique for single-strand lateral ulnar collateral ligament reconstruction and report on the isometry and primary stability when compared with a conventional muscle-splitting procedure. It was hypothesized that percutaneous lateral ulnar collateral ligament reconstruction provided isometry over the range of motion and that stability was comparable with a conventional open procedure.

METHODS

In sixteen human cadaver arms, the intact and the lateral collateral ligament complex-deficient situation was tested. Open lateral ulnar collateral ligament reconstruction was performed using a single-strand palmaris graft with humeral and ulnar tenodesis screw fixation. Posterolateral rotational stability was compared with a new reconstruction method, which percutaneously places a single-strand palmaris graft with humeral and ulnar tenodesis screw fixation.

RESULTS

Both open and percutaneous lateral ulnar collateral ligament reconstruction provided isometry over the range of motion and restored posterolateral stability to that of the intact situation. No significant differences between open and percutaneous reconstruction were found.

CONCLUSIONS

Percutaneous lateral ulnar collateral ligament reconstruction aims to preserve the lateral elbow muscles and to minimize soft tissue dissection. It has been shown that in an in vitro setup, this new procedure provides isometry over the range of motion and sufficiently restores posterolateral rotatory stability.

Capitellar excision and hemiarthroplasty affects elbow kinematics and stability

INTRODUCTION

Capitellar hemiarthroplasty is proposed as a reconstructive option for isolated capitellar deficiency, but there is limited data on its effect on elbow biomechanics. This study assessed the effect of capitellar excision with and without replacement on elbow kinematics and stability, and evaluated 2 different implant surface shapes.

MATERIALS AND METHODS

Ten cadaveric arms were tested with an upper extremity joint simulator. Each arm underwent computer tomography scanning for implant sizing and computer-assisted implantation. Kinematic data were obtained using an electromagnetic tracking system during elbow flexion, with the arm oriented in the valgus, varus, and vertical positions. Implants were placed through an extended lateral epicondylar osteotomy using computer-assisted techniques. A repeated-measures design compared 2 implants (anatomical and spherical) to the native capitellum control and capitellar excision states. Outcomes were maximum varus-valgus laxity and rotation of the ulna with respect to the humerus.

RESULTS

Excision of the capitellum increased the varus-valgus laxity up to 3.1° in active elbow flexion, with the forearm in pronation but not in supination. Both capitellar implant designs maintained normal varus-valgus laxity in both active and passive elbow flexion. Excision of the capitellum increased external ulnar rotation during active flexion in the vertical and valgus positions up to 1.5°, while both implants restored normal ulnar rotation. The kinematics and stability of the elbows were similar for both implant designs.

CONCLUSION

The capitellum appears to have a role as a valgus and external rotational stabilizer of the ulnohumeral joint. This instability was corrected by both designs of capitellar hemiarthroplasty.

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

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

Elbow kinematics after radiocapitellar arthroplasty

PURPOSE

Radiocapitellar arthroplasty has been proposed as a reconstructive option for combined radial head and capitellar deficiency. The purpose of this study was to assess the impact of radiocapitellar replacement on elbow kinematics. We hypothesized that with the medial collateral ligament (MCL) intact, radiocapitellar arthroplasty would replicate normal kinematics, and that a radiocapitellar arthroplasty would more closely approximate normal kinematics than an elbow with a deficient lateral column or with a deficient MCL.

METHODS

We tested 7 cadaveric arms in an upper extremity joint simulator. Each arm underwent computed tomographic scanning to aid implant size selection and computer-assisted implant insertion. We obtained kinematic data using an electromagnetic tracking system during elbow flexion. The capitellar and radial head implants were placed through an extended lateral epicondylar osteotomy. We sectioned the anterior bundle of the MCL, leaving the flexor-pronator mass intact. Outcomes of interest were varus-valgus and rotational kinematics of the ulnohumeral joint.

RESULTS

The radiocapitellar arthroplasty showed no difference in kinematics compared with the postosteotomy control. The MCL-deficient elbow showed more valgus angulation and more external ulnar rotation than the control or radiocapitellar arthroplasty in the pronated, valgus loaded position. The deficient lateral column demonstrated increased external ulnar rotation kinematics during active elbow flexion.

CONCLUSIONS

Radiocapitellar arthroplasty can restore normal elbow kinematics with the MCL intact. If the MCL is deficient, radiocapitellar arthroplasty does not restore normal kinematics.

CLINICAL RELEVANCE

Radiocapitellar arthroplasty should be considered in cases of lateral column deficiency because it maintains normal elbow kinematics during active motion. Whereas radiocapitellar arthroplasty improves the stability of the MCL-deficient elbow with deficiency of the lateral column, reconstruction of the MCL may further improve normal kinematics.

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

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

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

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

Motion-derived coordinate systems reduce inter-subject variability of elbow flexion kinematics

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.

Osteochondral lesions of the capitellum do not affect elbow kinematics and stability with intact collateral ligaments: an in vitro biomechanical study

PURPOSE

Osteochondritis dissecans (OCD) of the capitellum most commonly affects adolescent pitchers and gymnasts, who present with pain and mechanical symptoms. Patients with larger lesions have poorer outcomes, possibly related to increased contact pressures on the surrounding articular surface with or without instability. The purpose of this in vitro study was to determine whether displaced OCD lesions of the capitellum lead to altered kinematics and stability of the elbow.

METHODS

We mounted 9 fresh-frozen cadaveric arms in an upper extremity joint testing system, with cables attaching the tendons of the major muscles to motors and pneumatic actuators. An electromagnetic receiver on the ulna enabled quantification of the kinematics of the radius and ulna with respect to the humerus. We used 3-dimensional computed tomography scans and computer-assisted techniques to navigate sequential osteochondral defects ranging in size from 12.5% to 100% of the capitellum. The arms were subjected to active and passive flexion in both the vertical and valgus positions with the forearm in both pronation and supination.

RESULTS

We found no significant differences in valgus angulation or ulnar rotation between any of the OCD lesions and the intact elbow during flexion, regardless of arm position or forearm rotation.

CONCLUSIONS

Osteochondritis dissecans lesions of the capitellum, both small and large, did not alter the ulnohumeral kinematics and stability with intact collateral ligaments. Therefore, excision of unfixable osteochondral fragments of the capitellum in the setting of intact collateral ligaments can be considered without the risk of creating instability.

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

BACKGROUND

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

METHODS

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

RESULTS

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

CONCLUSION

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

Effect of coronal shear fractures of the distal humerus on elbow kinematics and stability

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 < or = .04), and excision of the entire articular surface increased ulnar external rotation compared to the intact elbow (P < or = .02). In the valgus position, excisions involving the trochlea increased valgus angulation for active flexion (P < or = .04). The radial head moved distal, posterior, and medial on the capitellum with some or all of the trochlea excised (P < or = .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.

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

BACKGROUND

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

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

PURPOSE

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

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

PURPOSE

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

METHODS

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

RESULTS

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

CONCLUSIONS

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

Defining the flexion-extension axis of the ulna: implications for intra-operative elbow alignment

The increased utilization of total elbow replacements has resulted in a correspondingly increased number of failed implants requiring revision. The most common reason for revision is aseptic loosening of the ulnar component due to polyethylene induced osteolysis. Implant malalignment is thought to be an important cause of bearing wear and implant failure. The ulnar flexion axis can be used to accurately align the ulnar component of the elbow implant; however, the optimal method of determining this axis intra-operatively is unknown. This in vitro study determined the relationship amongst kinematically and anatomically defined ulnar flexion axes in an effort to improve the accuracy of ulnar component positioning. Five different techniques were used to determine the ulnar flexion axis in 12 cadaveric specimens, 3 kinematic and 2 anatomic. The techniques were compared with the screw displacement axis from simulated elbow flexion. An anatomic measurement technique using the guiding ridge of the greater sigmoid notch of the ulna and the radial head was found to most accurately replicate the position and orientation of the screw displacement axis of the elbow (p<0.05). Because an anatomically derived flexion axis can be determined using both pre-operative imaging techniques, as well as with intra-operative guides, it is more practical than kinematically derived techniques requiring tracking systems for clinical application and should provide reliable and consistent results.

The role of the elbow musculature, forearm rotation, and elbow flexion in elbow stability: an in vitro study

The goal of this study was to define the relative passive contributions of the major muscle groups about the elbow to varus-valgus stability and to determine whether these contributions vary with forearm rotation and elbow flexion. Fourteen cadaveric upper extremities were tested with a custom elbow testing device. The biceps, brachialis, and triceps muscles were loaded to simulate passive tension. The origins and insertions of the remaining muscles that cross the elbow were left intact to assess the contributions of their passive tension to elbow stability. For each specimen, varus-valgus laxity was measured at 30 degrees , 50 degrees , and 70 degrees of elbow flexion with the forearm in full supination, pronation, and neutral rotation, yielding 9 total positions of assessment. Six specimens (series 1) were tested for varus-valgus laxity after the following sequence of conditions: (1) unloaded biceps, brachialis, and triceps; (2) loaded biceps, brachialis, and triceps; (3) release of lateral elbow muscle tension; (4) release of medial elbow muscle tension; and (5) transection of the anterior bundle of the ulnar collateral ligament (UCL). Eight specimens (series 2) were assessed under the same conditions, only with the order of the last 2 conditions reversed for further comparison. Release of the lateral muscles alone increased varus-valgus laxity by a mean of 0.6 degrees to 1.4 degrees , but this was statistically significant only at positions of forearm pronation in series 1 (P < .012) and only at 2 of 9 positions in series 2 (30 degrees of flexion in pronation and 50 degrees of flexion in neutral rotation, P < .049). Release of the medial muscles alone caused a further increase in varus-valgus laxity by a mean of 0.5 degrees to 1.2 degrees , but this was only statistically significant at 30 degrees , 50 degrees , and 70 degrees of flexion in supination (P < .014) and 70 degrees of flexion in pronation (P = .044) in series 1 and only at 30 degrees , 50 degrees , and 70 degrees of flexion in supination in series 2 (P < .046). Release of the anterior bundle of the UCL resulted in a statistically significant increase in elbow varus-valgus laxity at all elbow and forearm positions by a mean of 1.8 degrees to 3.2 degrees (P < .001). Unloading the biceps, triceps, and brachialis caused significant increases in varus-valgus laxity at most elbow testing positions, independent of the position of forearm rotation (P < .046). Thus, the medial elbow musculature and lateral elbow musculature affect total elbow varus-valgus stability to roughly equal magnitudes, and the anterior bundle of the UCL affects stability to over twice the magnitude of either muscle group. The medial elbow musculature mostly affects elbow stability with the arm in supination and the lateral musculature in pronation, where the passive tension in the respective muscles is increased. Furthermore, the medial elbow musculature provided stability to the elbow when the forearm was supinated even with a deficient anterior bundle of the UCL, emphasizing its role as a secondary stabilizer.

Anatomy and biomechanics of the elbow

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

Optimizing elbow rehabilitation after instability

Elbow instability is a common clinical problem that requires careful assessment and treatment to achieve a successful outcome. Rehabilitation is a key element in achieving a stable mobile elbow. Careful communication between the treating therapist and surgeon is essential so that an optimal rehabilitation program can be developed and implemented. By understanding the patterns of injury and the biomechanics of the elbow, a good outcome can be achieved in most patients who have elbow instability.

In vitro kinematics of the shoulder following rotator cuff injury

BACKGROUND

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

METHODS

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

FINDINGS

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

INTERPRETATION

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

Humeral head translation decreases with muscle loading

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

Test-retest reproducibility of elbow goniometric measurements in a rigid double-blinded protocol: intervals for distinguishing between measurement error and clinical change

Increasingly, goniometry of elbow motion is used for qualification of research results. Expression of reliability is in parameters not suitable for comparison of results. We modified Bland and Altman's method, resulting in the smallest detectable differences (SDDs). Two raters measured elbow excursions in 42 individuals (144 ratings per test person) with an electronic digital inclinometer in a classical test-retest crossover study design. The SDDs were 0 +/- 4.2 degrees for active extension; 0 +/- 8.2 degrees for active flexion, both without upper arm fixation; 0 +/- 6.3 degrees for active extension; 0 +/- 5.7 degrees for active flexion; 0 +/- 7.4 degrees for passive flexion with upper arm fixation; 0 +/- 10.1 degrees for active flexion with upper arm retroflexion; and 0 +/- 8.5 degrees and 0 +/- 10.8 degrees for active and passive range of motion. Differences smaller than these SDDs found in clinical or research settings are attributable to measurement error and do not indicate improvement.

The effect of medial collateral ligament repair tension on elbow joint kinematics and stability

PURPOSE

Medial collateral ligament (MCL) repair is commonly performed for the management of acute or subacute instability after elbow dislocations and fracture-dislocations. The effectiveness of transosseous repair of the MCL, as is typically performed clinically, in restoring the normal kinematics and stability of the elbow is of interest as is the effect of MCL tensioning on the initial stability of the elbow. The purpose of this study was to determine whether suture repair of the MCL is able to restore the normal kinematics and stability of the elbow and to determine the optimal initial MCL repair tension.

METHODS

Six cadaveric upper extremities were mounted in an upper limb joint simulator. Simulated active and passive elbow flexion was generated while the kinematics were measured with the arm in the dependent and the valgus gravity-loaded orientations. After testing the intact elbow, the MCL was released at its humeral attachment and repaired using a transosseous suture technique at three different repair tensions: 20, 40, and 60 N.

RESULTS

Medial collateral ligament repair using a transosseous suture technique restored the kinematics and stability of the MCL-deficient elbow. Motion pathways were affected by the magnitude of initial MCL tension. For all arm orientations and forearm positions, the 20-N and 40-N repairs were not statistically different from each other or from the intact MCL. The 60-N repairs, however, were often statistically different than the other groups, suggesting an overtightening that tended to pull the ulna into a varus position-especially in the midrange of flexion.

CONCLUSIONS

These data suggest that MCL repair using transosseous sutures provide adequate joint stability to permit early motion. There is a broad range of acceptable tensions for MCL repair, which is a favorable, clinically relevant finding. Clinical studies are needed to validate these in vitro results.

The effect of suture fixation of type I coronoid fractures on the kinematics and stability of the elbow with and without medial collateral ligament repair

The objective of this study was to determine the effect of suture repair of type 1 coronoid fractures on elbow kinematics in ligamentously intact and medial collateral ligament (MCL)-deficient elbows. Cadaveric testing was performed in stable and MCL-deficient elbows with radial head arthroplasty and with the coronoid intact, with the coronoid fractured, and after suture repair. Ulna versus humerus angulation was measured during active motion. Varus and valgus motion pathways were measured during passive gravity-loaded flexion. With intact ligaments, there was a small increase in valgus angulation after a type 1 fracture that was not corrected with suture fixation. With MCL deficiency, there was no change in kinematics regardless of coronoid status. Type 1 coronoid fractures cause only small changes in elbow kinematics that are not corrected with suture repair. MCL repair, rather than type 1 coronoid fixation, should be considered if the elbow remains unstable after radial head repair or replacement and lateral ligament repair.

The effect of coronoid fractures on elbow kinematics and stability

BACKGROUND

Coronoid fractures often occur in the setting of more complex elbow trauma. Little is known about the influence of coronoid fracture size on elbow kinematics, particularly in the setting of concomitant ligament injuries. The purpose of this study was to determine the effect of coronoid fractures on elbow kinematics and stability in ligamentously intact and medial collateral ligament deficient elbows and to determine the effect of forearm position on elbow stability in the setting of coronoid fracture.

METHODS

Eight cadaveric arms were tested during simulated active dependent elbow motion and gravity-loaded passive elbow motion. Kinematic data were collected from an electromagnetic tracking system. The protocol was performed in ligament origin repaired and medial collateral ligament deficient elbows with radial head arthroplasty. Testing was carried out with the coronoid intact, and with 10% (Type I), 50% (Type II), and 90% (Type III) removed. Varus-valgus angulation of the ulna relative to the humerus and maximum varus-valgus laxity were measured.

FINDINGS

With repaired ligament origins and medial collateral ligament deficiency, there was increased varus angulation and increased maximum varus-valgus laxity following simulation of a Type II and Type III coronoid fracture. There was less kinematic change with the forearm in supination than in pronation.

INTERPRETATION

Elbow kinematics are altered with increasing coronoid fracture size. Repair of Type II and Type III coronoid fractures as well as lateral ligament repair is recommended where possible. Forearm supination may be considered during rehabilitation following coronoid repair. Valgus elbow positioning should be avoided if the medial collateral ligament is not repaired.

The effect of muscle loading on the kinematics of in vitro glenohumeral abduction

This in vitro study evaluated the effects of four different muscle-loading ratios on active glenohumeral joint abduction. Eight cadaveric shoulders were tested using a shoulder simulator designed to reproduce unconstrained abduction of the humerus via computer-controlled pneumatic actuation. Forces were applied to cables that were sutured to tendons or fixed to bone, to simulate loading of the supraspinatus, subscapularis, infraspinatus/teres minor, and anterior, middle, and posterior deltoid muscles. Four sets of muscle-loading ratios were employed, based on: (1) equal loads, (2) average physiological cross-sectional areas (pCSAs), (3) constant values of the product of electromyographic (EMG) data and pCSAs, and (4) variable ratios of the EMG and pCSA data which changed as a function of abduction angle. The investigator generated passive motions with no muscle loads simulated. Repeatability was quantified by five successive trials of the passive and simulated active motions. There was improved repeatability in the simulated active motions versus passive motions, significant for abduction angles less than 40 degrees (p=0.02). No difference was found in the repeatability of the four different muscle-loading ratios for simulated active motions (p0.067 for all angles). The improved repeatability of active over passive motion suggests simulated active motion should be employed for in vitro simulations of shoulder motion.

The effect of radial head fracture size on elbow kinematics and stability

This study determined the effect of radial head fracture size and ligament injury on elbow kinematics. Eight cadaveric upper extremities were studied in an in vitro elbow simulator. Testing was performed with ligaments intact, with the medial collateral (MCL) or lateral collateral (LCL) ligament detached, and with both the MCL and LCL detached. Thirty degree wedges were sequentially removed from the anterolateral radial head up to 120 degrees . Valgus angulation and external rotation of the ulna relative to the humerus were determined for passive motion, active motion, and pivot shift testing with the arm in a vertical (dependent) orientation. Maximum varus-valgus laxity was calculated from measurements of varus and valgus angulation with the arm in horizontal gravity-loaded positions. No effect of increasing radial head fracture size was observed on valgus angulation during passive and active motion in the dependent position. In supination, external rotation increased with increasing fracture size during passive motion with LCL deficiency and both MCL and LCL deficiency. With intact ligaments, maximum varus-valgus laxity increased with increasing radial head fracture size. With ligament disruption, elbows were grossly unstable, and no effect of increasing radial head fracture size occurred. During pivot shift testing, performed with the ligaments intact, subtle instability was noted after resection of one-third of the radial head. In this in vitro biomechanical study, small subtle effects of radial head fracture size on elbow kinematics and stability were seen in both the ligament intact and ligament deficient elbows. These data suggest that fixation of displaced radial head fractures less than or equal to one-third of the articular diameter may have some biomechanical advantages; however, clinical correlation is required.

The effect of radial head excision and arthroplasty on elbow kinematics and stability

BACKGROUND

Radial head fractures are common injuries. Comminuted radial head fractures often are treated with radial head excision with or without radial head arthroplasty. The purpose of the present study was to determine the effect of radial head excision and arthroplasty on the kinematics and stability of elbows with intact and disrupted ligaments. We hypothesized that elbow kinematics and stability would be (1) altered after radial head excision in elbows with intact and disrupted ligaments, (2) restored after radial head arthroplasty in elbows with intact ligaments, and (3) partially restored after radial head arthroplasty in elbows with disrupted ligaments.

METHODS

Eight cadaveric upper extremities were studied in an in vitro elbow simulator that employed computer-controlled actuators to govern tendon-loading. Testing was performed in stable, medial collateral ligament-deficient, and lateral collateral ligament-deficient elbows with the radial head intact, with the radial head excised, and after radial head arthroplasty. Valgus angulation and rotational kinematics were determined during passive and simulated active motion with the arm dependent. Maximum varus-valgus laxity was measured with the arm in a gravity-loaded position.

RESULTS

In specimens with intact ligaments, elbow kinematics were altered and varus-valgus laxity was increased after radial head excision and both were corrected after radial head arthroplasty. In specimens with disrupted ligaments, elbow kinematics were altered after radial head excision and were similar to those observed in specimens with a native radial head after radial head arthroplasty. Varus-valgus laxity was increased after ligament disruption and was further increased after radial head excision. Varus-valgus laxity was corrected after radial head arthroplasty and ligament repair; however, it was not corrected after radial head arthroplasty without ligament repair.

CONCLUSIONS

Radial head excision causes altered elbow kinematics and increased laxity. The kinematics and laxity of stable elbows after radial head arthroplasty are similar to those of elbows with a native radial head. However, radial head arthroplasty alone may be insufficient for the treatment of complex fractures that are associated with damage to the collateral ligaments as arthroplasty alone does not restore stability to elbows with ligament injuries.

Electromyographic activity and strength during maximum isometric pronation and supination efforts in healthy adults

There exists a lack of quantitative data in the literature related to the torque produced during axial forearm rotation and the electromyographic (EMG) activity of the muscles involved. Therefore, the purpose of this study was to compare the relative EMG activity of four forearm muscles during resisted forearm rotation. A custom-built device capable of measuring torque in the absence of grip was employed. Fourteen healthy volunteers performed maximum isometric voluntary contractions in five positions of axial forearm rotation for both pronation and supination. EMG data were collected simultaneously from the supinator, biceps, pronator quadratus (deep and superficial heads), and pronator teres muscles using fine-wire bipolar electrodes. Data were analyzed to determine the contributions of each muscle to pronation and supination torque over five positions of forearm rotation. In the absence of grip no significant difference was found between supination and pronation torque in neutral position. Supination torque generation was greater in the pronated forearm positions, and pronation torque was greater in the supinated positions (p<0.05). A root-mean-square EMG analysis verified the major contributions of the pronator teres and both heads of the pronator quadratus muscle to pronation torque, and supinator and biceps to supination torque. The deep head of the pronator quadratus was active during both pronation and supination, lending support to the theory that it may act primarily as a dynamic distal radioulnar joint stabilizer. This information may be helpful in upper extremity modeling, surgical treatments, and rehabilitation strategies.