Cyclic compression-flexion loading of the human lumbar spine

Bony Stress and Its Association With Intervertebral Disc Degeneration in the Lumbar Spine: A Systematic Review of Clinical and Basic Science Studies

STUDY DESIGN

Translational review encompassing basic science and clinical evidence.

OBJECTIVES

Multiple components of the lumbar spine interact during its normal and pathological function. Bony stress in the lumbar spine is recognized as a factor in the development of pars interarticularis defect and stress fractures, but its relationship with intervertebral disc (IVD) degeneration is not well understood. Therefore, we conducted a systematic review to examine the relationship between bony stress and IVD degeneration.

METHODS

Online databases Scopus, PubMed and MEDLINE via OVID were searched for relevant studies published between January 1980-February 2020, using PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-analyses) guidelines. Two authors independently analyzed the data, noting characteristics and biases in various studies.

RESULTS

Thirty-two articles were included in the review: 8 clinical studies, 9 finite element modeling studies, 3 in-vivo biomechanical testing studies, and 12 in-vitro biomechanical testing studies. Of the 32 articles, 19 supported, 4 rejected and 9 made no conclusion on the hypothesis that there is a positive associative relationship between IVD degeneration and bony stress. However, sufficient evidence was not available to confirm or reject a causal relationship.

CONCLUSIONS

Most studies suggest that the prevalence of IVD degeneration increases in the presence of bony stress; whether a causal relationship exists is unclear. The literature recommends early diagnosis and clinical suspicion of IVD degeneration and bony stress. Longitudinal studies are required to explore causal relationships between IVD degeneration and bony stress.

A novel posture control device to induce high-rate complex loads for spine biomechanical studies

Modern environmental scenarios such as autonomous vehicles, aircrafts, and military vehicles position the human body in a nonstandard posture and induce multiplanar loads; however, current spine alignment methods and loading are based on sagittal and planar loads. The objective of this study is to develop a posture control device and demonstrate its ability to induce multiplanar loads to the human cadaver spinal columns. The inferior end of the device was designed to allow a full six degree-of-freedom control for positioning the specimen via a coupled x-y cross table, vertical lift platform, and triaxial rotation mechanism. The superior end of the device was designed such that the cranial fixation of the specimen could be attached to the piston of the electrohydraulic testing apparatus directly or via a rotary disc through a slider-crank mechanism. The former attachment induces complex forces and moments, while the latter induces controlled moments with minimal forces. The usability of the posture control device was demonstrated by conducting experiments with a thoracolumbar spinal column for combined forces and moments, and with a head-neck column for complex moments, and in both cases, the uniaxial travel of the piston was at a dynamic rate. The posture control device can be used to study the biomechanics of the spine under complex loads and with different postures and develop injury criteria for different field environments.

Influence of occupant collision state parameters on the lumbar spinal injury during frontal crash

Introduction

Developed a detailed finite element model of spine and validated with the experimental or cadaveric tests to gain insight on occupant safety.

Objectives

This study evaluates the influence of occupant collision state parameters such as height of the drop, occupant seating posture (occupant posture angle) and mass of the upper body on the risk of lumbar spinal injury during a frontal crash.

Methods

This parametric evaluation utilizing response surface methodology (RSM) performed. ANOVA was used to test the significance of parameters.

Results

Higher axial force of 3547 N is observed with higher dropping distance of 1500 mm. Similarly, higher strain and energy absorption were observed for the same dropping condition respectively.

Conclusion

The result shows that all the factors considered in the experiment contribute to the risk of spinal lumbar injury during the frontal crash. Among all, height of the drop and the occupant posture angle are the most significant parameters in determining the lumbar spinal injury of occupant. It is observed that the injury criteria are directly proportional to the posture angle of the seat and height of drop.

Developing a heuristic relationship to predict the spinal injury during vertical impact for autonomous vehicle and bio environment

BACKGROUND AND OBJECTIVE

Recent research and tested data suggested that spinal injuries occur more often in a frontal impact. Most of the published information is focused on the lumbar spinal injury with respect to axial compression force by varying the height of drops. Parametric studies on the lumbar spinal injury are very scanty. Therefore, the present investigation aimed to optimize the effects of drop height, torso weight and seat angle on the characterization of lumbar injury criteria METHODS: A detailed finite element model of a spine with multi-segmented spinal columns is developed and validated with the experimental or cadaveric tests using CORA evaluation. Hence, Dynamic loading studies or weight drop techniques were used to characterize the effect of drop height, seat angle and torso weight of the upper body on the lumbar spinal injury during a frontal impact. Parametric simulations were carried out using response surface methodology (RSM). Test of significance (p < 0.05) on the parameters was carried out using ANOVA. Desirability Function Approach is used to optimize the parameters for better safety design.

RESULTS

The result shows that all the factors considered in the experiment are related to the risk of lumbar spinal injury during the frontal impact. All the factors selected, the drop height, torso weight and the seat angle were the most prominent element in determining the lumbar spinal injury. The injury increased with the increase in the posture angle of the seat. Optimal parameters were determined for the better safety of the occupants as seat angle of 105°, drop height 500 mm and torso weight of 25 kg in vehicle design. During vertical impact, posterior undergoes maximum impact in the portions of vertebra and confirmed with the patient case study fracture of vertical drop incident.

CONCLUSIONS

This research insight gives an improved understanding of the parametric influence of design alternatives to minimize the risk of lumbar spinal injury in automotive vehicles. The optimal combination of drop height and the seat angle provides futuristic view on autonomous vehicle seat design.

How Osmoviscoelastic Coupling Affects Recovery of Cyclically Compressed Intervertebral Disc

STUDY DESIGN

Osmoviscoelastic behavior of cyclically loaded cervical intervertebral disc.

OBJECTIVE

The aim of this study was to evaluate in vitro the effects of physiologic compressive cyclic loading on the viscoelastic properties of cervical intervertebral disc and, examine how the osmoviscoelastic coupling affects time-dependent recovery of these properties following a long period of unloading.

SUMMARY OF BACKGROUND DATA

The human neck supports repetitive loadings during daily activities and recovery of disc mechanics is essential for normal mechanical function. However, the response of cervical intervertebral disc to cyclic loading is still not very well defined. Moreover, how loading history conditions could affect the time-dependent recovery is still unclear.

METHODS

Ten thousand cycles of compressive loading, with different magnitudes and saline concentrations of the surrounding fluid bath, are applied to 8 motion segments (composed by 2 adjacent vertebrae and the intervening disc) extracted from the cervical spines of mature sheep. Subsequently, specimens are hydrated during 18 hours of unloading. The viscoelastic disc responses, after cyclic loading and recovery phase, are characterized by relaxation tests.

RESULTS

Viscoelastic behaviors are significantly altered following large number of cyclic loads. Moreover, after 18-hour recovery period in saline solution at reference concentration (0.15 mol/L), relaxation behaviors were fully restored. Nonetheless, full recovery is not obtained whether the concentration of the surrounding fluid, that is, hypo-, iso-, or hyper-osmotic conditions.

CONCLUSION

Cyclic loading effects and full recovery of viscoelastic behavior after hydration at iso-osmotic condition (0.15 mol/L) are governed by osmotic attraction of fluid content in the disc due to imbalance between the external load and the swelling pressure of the disc. After removal of the load, the disc recovers its viscoelastic properties following period of rest. Nevertheless, the viscoelastic recovery is a chemically activated process and its dependency on saline concentration is governed by fluid flow due to imbalance of ions between the disc tissues and the surrounding fluid.

LEVEL OF EVIDENCE

3.

Fatigue responses of the human cervical spine intervertebral discs

Numerous studies have been conducted since more than fifty years to understand the behavior of the human lumbar spine under fatigue loading. Applications have been largely driven by low back pain and human body vibration problems. The human neck also sustains fatigue loading in certain type of civilian occupational and military operational activities, and research is very limited in this area. Being a visco-elastic structure, it is important to determine the stress-relaxation properties of the human cervical spine intervertebral discs to enable accurate simulations of these structures in stress-analysis models. While finite element models have the ability to incorporate viscoelastic material definitions, data specific to the cervical spine are limited. The present study was conducted to determine these properties and understand the responses of the human lower cervical spine discs under large number of cyclic loads in the axial compression mode. Eight disc segments consisting of the adjacent vertebral bodies along with the longitudinal ligaments were subjected to compression, followed by 10,000 cycles of loading at 2 or 4Hz frequency by limiting the axial load to approximately 150 N, and subsequent to resting period, subjected to compression to extract the stress-relaxation properties using the quasi-linear viscoelastic (QLV) material model. The coefficients of the model and disc displacements as a function of cycles and loading frequency are presented. The disc responses demonstrated a plateauing effect after the first 2000 to 4000 cycles, which were highly nonlinear. The paper compares these responses with the "work hardening" phenomenon proposed in clinical literature for the lumbar spine to explain the fatigue behavior of the discs. The quantitative results in terms of QLV coefficients can serve as inputs to complex finite element models of the cervical spine to delineate the local and internal load-sharing responses of the disc segment.

Effects of resting modes on human lumbar spines with different levels of degenerated intervertebral discs: a finite element investigation

BACKGROUND

The negative effect of long-term working load on lumbar is widely known. However, insertion of different resting modes on long-term working load, and its effects on the lumbar spine is rarely studied. The purpose of this study was to investigate the biomechanical responses of lumbar spine with different levels of degenerated intervertebral discs under different working-resting modes.

METHODS

Four poroelastic finite element models of lumbar spinal segments L2-L3 with different grades of disc degeneration were developed. Four different loading conditions represented four different resting frequencies, namely, no rest, one-time long rest, three-time moderate rests, and five-time short rests, on the condition that the total resting time was the same except in the no rest mode. Loading amplitudes of diurnal activities included 100 N, 300 N, and 500 N.

RESULTS

With increasing resting frequency, the axial effective stress and fluid loss decreased, whereas the pore pressure and radial displacement increased. Under different resting frequencies, the changing rate of each biomechanical parameter was different.

CONCLUSIONS

Under a situation of fixed total resting time, high resting frequency was advisable. If sufficient resting frequency was unavailable for healthy people as well as patients with mildly and moderately degenerated intervertebral discs, they could similarly benefit from relatively less resting frequencies. However, one-time rest will not be useful in cases where intervertebral discs were seriously degenerated. Reasonable working-resting modes for different degrees of disc degeneration, which could assist patients achieve a better restoration, were provided in this study.

Biomechanical Comparison of Robotically Applied Pure Moment, Ideal Follower Load, and Novel Trunk Weight Loading Protocols on L4-L5 Cadaveric Segments during Flexion-Extension

BACKGROUND

Extremely few in-vitro biomechanical studies have incorporated shear loads leaving a gap for investigation, especially when applied in combination with compression and bending under dynamic conditions. The objective of this study was to biomechanically compare sagittal plane application of two standard protocols, pure moment (PM) and follower load (FL), with a novel trunk weight (TW) loading protocol designed to induce shear in combination with compression and dynamic bending in a neutrally potted human cadaveric L4-L5 motion segment unit (MSU) model. A secondary objective and novelty of the current study was the application of all three protocols within the same testing system serving to reduce artifacts due to testing system variability.

METHODS

Six L4-L5 segments were tested in a Cartesian load controlled system in flexion-extension to 8Nm under PM, simulated ideal 400N FL, and vertically oriented 400N TW loading protocols. Comparison metrics used were rotational range of motion (RROM), flexibility, neutral zone (NZ) range of motion, and L4 vertebral body displacements.

RESULTS

Significant differences in vertebral body translations were observed with different initial force applications but not with subsequent bending moment application. Significant reductions were observed in combined flexion-extension RROM, in flexibility during extension, and in NZ region flexibility with the TW loading protocol as compared to PM loading. Neutral zone ranges of motion were not different between all protocols.

CONCLUSIONS

The combined compression and shear forces applied across the spinal joint in the trunk weight protocol may have a small but significantly increased stabilizing effect on segment flexibility and kinematics during sagittal plane flexion and extension.

Initiation and progression of mechanical damage in the intervertebral disc under cyclic loading using continuum damage mechanics methodology: A finite element study

It is difficult to study the breakdown of disc tissue over several years of exposure to bending and lifting by experimental methods. There is also no finite element model that elucidates the failure mechanism due to repetitive loading of the lumbar motion segment. The aim of this study was to refine an already validated poro-elastic finite element model of lumbar motion segment to investigate the initiation and progression of mechanical damage in the disc under simple and complex cyclic loading conditions. Continuum damage mechanics methodology was incorporated into the finite element model to track the damage accumulation in the annulus in response to the repetitive loading. The analyses showed that the damage initiated at the posterior inner annulus adjacent to the endplates and propagated outwards towards its periphery under all loading conditions simulated. The damage accumulated preferentially in the posterior region of the annulus. The analyses also showed that the disc failure is unlikely to happen with repetitive bending in the absence of compressive load. Compressive cyclic loading with low peak load magnitude also did not create the failure of the disc. The finite element model results were consistent with the experimental and clinical observations in terms of the region of failure, magnitude of applied loads and the number of load cycles survived.

Anterior cervical interbody constructs: effect of a repetitive compressive force on the endplate

Graft subsidence following anterior cervical reconstruction can result in the loss of sagittal balance and recurring foraminal stenosis. This study examined the implant-endplate interface using a cyclic fatigue loading protocol in an attempt to model the subsidence seen in vivo. The superior endplate from 30 cervical vertebrae (C3 to T1) were harvested and biomechanically tested in axial compression with one of three implants: Fibular allograft; titanium mesh cage packed with cancellous chips; and trabecular metal. Each construct was cyclically loaded from 50 to 250 N for 10,000 cycles. Nondestructive cyclic loading of the cervical endplate-implant construct resulted in a stiffer construct independent of the type of the interbody implant tested. The trabecular metal construct demonstrated significantly more axial stability and significantly less subsidence in comparison to the titanium mesh construct. Although the allograft construct resulted in more subsidence than the trabecular metal construct, the difference was not significant and no difference was found when comparing axial stability. For all constructs, the majority of the subsidence during the cyclic testing occurred during the first 500 cycles and was followed by a more gradual settling in the remaining 9,500 cycles.

Intervertebral disc properties: challenges for biodevices

Intervertebral disc biodevices that employ motion-preservation strategies (e.g., nucleus replacement, total disc replacement and posterior stabilization devices) are currently in use or in development. However, their long-term performance is unknown and only a small number of randomized controlled trials have been conducted. In this article, we discuss the following biodevices: interbody cages, nuclear pulposus replacements, total disc replacements and posterior dynamic stabilization devices, as well as future biological treatments. These biodevices restore some function to the motion segment; however, contrary to expectations, the risk of adjacent-level degeneration does not appear to have been reduced. The short-term challenge is to replicate the complex biomechanical function of the motion segment (e.g., biphasic, viscoelastic behavior and nonlinearity) to improve the quality of motion and minimize adjacent level problems, while ensuring biodevice longevity for the younger, more active patient. Biological strategies for regeneration and repair of disc tissue are being developed and these offer exciting opportunities (and challenges) for the longer term. Responsible introduction and rigorous assessment of these new technologies are required. In this article, we will describe the properties of the disc, explore biodevices currently in use for the surgical treatment of low back pain (with an emphasis on lumbar total disc replacement) and discuss future directions for biological treatments. Finally, we will assess the challenges ahead for the next generation of biodevices designed to replace the disc.

Biomechanics of polyaryletherketone rod composites and titanium rods for posterior lumbosacral instrumentation

Object

Interest is increasing in the development of polyaryletherketone (PAEK) implants for posterior lumbar fusion. Due to their inherent physical properties, including radiolucency and the ability to customize stiffness with carbon fiber reinforcement, they may be more advantageous than traditional instrumentation materials. Customization of these materials may allow for the development of a system that is stiff enough to promote fusion, yet flexible enough to avoid instrumentation failure. To understand the feasibility of using such materials in posterior lumbosacral instrumentation, biomechanical performances were compared in pure moment and combined loadings between two different PAEK composite rods and titanium rods.

Methods

Four human cadaver L3–S1 segments were subjected to pure moment and combined (compressionflexion and compression-extension) loadings as intact specimens, and after L-4 laminectomy with complete L4–5 facetectomy. Pedicle screw/rod fixation constructs were placed from L-4 to S-1, and retested with titanium, pure poly(aryl-ether-ether-ketone) (PEEK), and carbon fiber reinforced PEEK (CFRP) rods. Reflective markers were fixed to each spinal segment. The range of motion data for the L3–S1 column and L4–5 surgical level were obtained using a digital 6-camera system. Four prewired strain gauges were glued to each rod at the level of the L-4 screw and were placed 90° apart along the axial plane of the rod to record local strain data in the combined loading mode. Biomechanical data were analyzed using the ANOVA techniques.

Results

In pure moment, when compared with intact specimens, each rod material similarly restricted motion in each mode of bending, except axial rotation (p < 0.05). When compared with postfacetectomy specimens, each rod material similarly restricted motion (p < 0.05) in all bending modes. In combined loading, rod stiffness was similar for each material. Rod strain was the least in the titanium construct, intermediate in the CFRP construct, and maximal in the pure PEEK construct.

Conclusions

Pure PEEK and CFRP rods confer equal stiffness and resistance to motion in lumbosacral instrumentation when compared with titanium constructs in single-cycle loading. The carbon fiber reinforcement reduces strain when compared with pure PEEK in single-cycle loading. These biomechanical responses, combined with its radiolucency, suggest that the CFRP may have an advantage over both titanium and pure PEEK rods as a material for use in posterior lumbosacral instrumentation. Benchtop fatigue testing of the CFRP constructs is needed for further examination of their responses under multicycle loading.

Level-dependent coronal and axial moment-rotation corridors of degeneration-free cervical spines in lateral flexion

BACKGROUND

Aging, trauma, or degeneration can affect intervertebral kinematics. While in vivo studies can determine motions, moments are not easily quantified. Previous in vitro studies on the cervical spine have largely used specimens from older individuals with varying levels of degeneration and have shown that moment-rotation responses under lateral bending do not vary significantly by spinal level. The objective of the present in vitro biomechanical study was, therefore, to determine the coronal and axial moment-rotation responses of degeneration-free, normal, intact human cadaveric cervicothoracic spinal columns under the lateral bending mode.

METHODS

Nine human cadaveric cervical columns from C2 to T1 were fixed at both ends. The donors had ranged from twenty-three to forty-four years old (mean, thirty-four years) at the time of death. Retroreflective targets were inserted into each vertebra to obtain rotational kinematics in the coronal and axial planes. The specimens were subjected to pure lateral bending moment with use of established techniques. The range-of-motion and neutral zone metrics for the coronal and axial rotation components were determined at each level of the spinal column and were evaluated statistically.

RESULTS

Statistical analysis indicated that the two metrics were level-dependent (p < 0.05). Coronal motions were significantly greater (p < 0.05) than axial motions. Moment-rotation responses were nonlinear for both coronal and axial rotation components under lateral bending moments. Each segmental curve for both rotation components was well represented by a logarithmic function (R(2) > 0.95).

CONCLUSIONS

Range-of-motion metrics compared favorably with those of in vivo investigations. Coronal and axial motions of degeneration-free cervical spinal columns under lateral bending showed substantially different level-dependent responses. The presentation of moment-rotation corridors for both metrics forms a normative dataset for the degeneration-free cervical spines.

The influence of static axial torque in combined loading on intervertebral joint failure mechanics using a porcine model

BACKGROUND

The spine is routinely subjected to repetitive combined loading, including axial torque. Repetitive flexion-extension motions with low magnitude compressive forces have been shown to be an effective mechanism for causing disc herniations. The addition of axial torque to the efficacy of failure mechanisms, such as disc herniation, need to be quantified. The purpose of this study was to determine the role of static axial torque on the failure mechanics of the intervertebral joint under repetitive combined loading.

METHODS

Repetitive flexion-extension motions combined with 1472 N of compression were applied to two groups of nine porcine motion segments. Five Nm of axial torque was applied to one group. Load-displacement behaviour was quantified, and planar radiography was used to document tracking of the nucleus pulposus and to identify fractures.

FINDINGS

The occurrence of facet fractures was found to be higher (P=0.028) in the axial torque group (7/9), compared to the no axial torque group (2/9). More hysteresis energy was lost up to 3000 cycles of loading in the axial torque group (P<0.014). The flexion-extension cycle stiffness was not different between the two groups until 4000 cycles of loading, after which the axial torque group stiffness increased (P=0.016). The percentage of specimens that herniated after 3000 cycles of loading was significantly larger (P=0.049) for the axial torque group (71%) compared to the no axial torque group (29%).

INTERPRETATION

Small magnitudes of static axial torque alter the failure mechanics of the intervertebral disc and vertebrae in combined loading situations. Axial torque appears to accelerate the susceptibility for injury to the intervertebral joint complex. This suggests tasks involving axial torque with other types of loading, apart from axial twist motion, should be monitored to assess exposure and injury risk.

Estimating the compressive strength of the porcine cervical spine: an examination of the utility of DXA

STUDY DESIGN

The failure strength of porcine spinal units was correlated with vertebral size and bone mineralization. The accuracy of the resulting predictive equations was tested with an independent sample of spinal units.

OBJECTIVES

To determine if dual energy x-ray absorptiometry (DXA)-obtained measures of bone mineralization can be used to accurately predict the compressive tolerance of porcine spinal units.

SUMMARY OF BACKGROUND DATA

Porcine spinal units are often used in place of cadaveric tissues, and normalization is used to improve the transferability of model results. In compressive testing, normalization can be performed to the estimated compressive strength. Bone mineralization measures have been shown to be positively correlated with compressive tolerance and have been used to predict the tolerance of human spinal units. However, the accuracy of these predictive equations has not been assessed with an independent sample.

METHODS

Twenty porcine cervical spinal units were scanned (DXA) to obtain measures of bone mineral content (BMC) and bone mineral density (BMD). The units were compressed to failure, and the failure loads were correlated with the measured bone mineralization and endplate area of the spinal unit. The regression equations were used to predict the compressive tolerance of an independent sample of spinal units.

RESULTS

BMC (P = 0.078) and BMD (P = 0.2834) were not significantly correlated to compressive strength. Endplate area was the most highly correlated variable, with an r of 0.5329. The use of a predictive equation including BMC on the second independent sample resulted in errors of estimation of 1.4 +/- 1.2 kN, corresponding to 13% of the average compressive strength. In comparison, the use of an equation employing endplate area alone resulted in estimation errors of 11%.

CONCLUSIONS

Measures of BMC/BMD did not enhance predictions of compressive strength and will not reduce errors in compressive load normalization in a porcine model. The poor correlations found between BMC and compressive strength may be due to the non-load-bearing anterior processes of the porcine cervical spine.

The nuchal ligament restrains cervical spine flexion

STUDY DESIGN

A biomechanical study using a cadaver model was conducted to define the function of the nuchal ligament in the restraint of flexion of the cervical spine.

OBJECTIVE

To test the hypothesis that surgical resection of the nuchal ligament significantly reduces the structural restraints to cervical flexion.

SUMMARY OF BACKGROUND DATA

Although previous studies have examined the role of the posterior ligaments and capsules on cervical stability, no prior study has quantified the biomechanical significance of the nuchal ligament. The clinical significance may include progressive loss of lordosis or even kyphosis after trauma or posterior surgical procedures such as laminectomy, laminoplasty, or tumor resection.

METHODS

Cervical spines from the occiput to the first thoracic vertebra were harvested from 12 human cadavers. Specimens were tested under 3 conditions: all ligaments intact, after resection of the nuchal ligament, and then after additional resection of the supraspinous, interspinous, and yellow ligaments. Flexion moments were applied; load and displacement were measured. Changes in flexion range of motion and tangent stiffness between treatment conditions were statistically compared.

RESULTS

The flexion range increased 28% after removing the nuchal ligament. After subsequent resections, the flexion range increased 52% compared with intact (P <0.005). Tangent stiffness decreased 27% after nuchal ligament resection; after all resections, stiffness was 35% lower than intact (P <0.05).

CONCLUSION

Resection of the nuchal ligament increased the flexion range of motion and decreased stiffness in flexion. Injury to the nuchal ligament may increase the risk of cervical spine instability and malalignment.

Microfracture and changes in energy absorption to fracture of young vertebral cancellous bone following physiological fatigue loading

STUDY DESIGN

Fifty-five human thoracolumbar vertebrae were randomly fatigue loaded and analyzed.

OBJECTIVES

The purpose of this study was to explore the relationship between fatigue loading, trabecular microfracture, and energy absorption to fracture in human cadaveric thoracolumbar vertebrae.

BACKGROUND

Although trabecular microfractures are found in vivo and have been produced by fatigue loading in vitro, the effect of the level of physiologic fatigue loading on microfracture and energy absorption has not been investigated.

METHODS

Fifty-five human thoracolumbar vertebrae (T11-L4) were randomly divided into 5 groups: 1) control (no loading, n = 6); 2) axial compression to yield (n = 7); and 3-5) 20,000 cycles of fatigue loading at 2 Hz (each n = 14). The level of fatigue loading was determined as a proportion of the yield load of Group 2 as follows: 10% (Group 3), 20% (Group 4), and 30% (Group 5). Half of the specimens in groups 3 to 5 were used for radiographic and histomorphometric analysis to determine microfracture density and distribution, whereas the other half were tested to determine the energy absorption to yield failure.

RESULTS

No radiographic evidence of gross fracture was found in any of the groups following fatigue loading. A mean 7.5% increase in stiffness was found in specimens subject to cyclic loading at 10% of yield stress (Group 3). Fatigue at 20% (Group 4) and 30% of yield stress (Group 5) caused significantly higher (P < 0.05) increases in mean stiffness of 23.6% and 24.2%, respectively. Microfracture density increased from 0.46/mm in Group 3 to 0.66/mm in Group 4 and 0.94/mm in Group 5 (P < 0.05). The energy absorbed to failure decreased from 21.9 J in Group 3 to 18.1 J and 19.6 J in Groups 4 and 5, respectively (P < 0.05).

CONCLUSIONS

Fatigue loading at physiologic levels produced microfractures that are not detectable by radiography. Increased fatigue load results in an increase in microfracture density and decrease energy absorbed to fracture, indicating a reduced resistance to further fatigue loading.

The time-varying response of the in vivo lumbar spine to dynamic repetitive flexion

OBJECTIVE

To quantify the time-varying stiffness and kinematic responses of the in vivo lumbar spine exposed to dynamic repetitive flexion movements.

DESIGN

Changes in in vivo passive lumbar moment-angle relationships were monitored in response to dynamic repetitive flexion.

BACKGROUND

While previous in vitro studies have provided conflicting evidence on the effects of repetitive flexion movements on the stiffness of the lumbar spine, no previous studies have quantified the time-varying changes of the in vivo lumbar spine to dynamic repetitive flexion.

METHODS

Subjects lifted and lowered a 4.5 kg load over two barriers at a rate of 7 lifts per minute for 1.5 h inducing at least 80% of the lumbar flexion range of motion. Prior to lifting and at 30 min intervals passive moment-angle relationships were obtained by pulling the subject into flexion on a customized frictionless table.

RESULTS

Repetitive lifting induced a decreasing stiffness trend after 30 min, followed by a recovery towards initial stiffness levels with further loading. The trends were non-significant for all measures studied.

CONCLUSIONS

The results indicate that after 30 min of lifting, creep within the passive tissues may allow workers to exceed their initial range of motion, altering joint mechanics and loading patterns potentially leading to an increased risk of developing low back pain.

RELEVANCE

Given the potential for time-varying changes to alter the spine's risk of injury and injury mechanisms, knowledge regarding the stiffness response of the in vivo lumbar spine exposed to repetitive flexion may lead to improved understanding and prevention of work related back pain.

Effect of specimen length: are the mechanics of individual motion segments comparable in functional spinal units and multisegment specimens?

Functional spinal units (FSUs) are frequently used for in vitro mechanical testing. This approach assumes that the mechanical behavior of the FSUs is equivalent to the mechanics of these segments within the intact spine. The purpose of this study was to determine whether normal spinal mechanics are compromised in FSU preparations. Flexion-extension pure-moment flexibility testing was performed on 13 L2-L5 porcine specimens. The moment-angle relationship of the L3/L4 segment was recorded, and then the multisegment specimens were cut down to L3/L4 FSUs and retested. Comparisons of stiffness, range of motion, and laxity zone were made between conditions. The neutral zone and range of motion parameters were significantly larger in the L3/L4 motion segment compared to the L3/L4 segment tested within the multisegment specimen; the stiffness was not significantly different. These differences were attributed to cutting the supraspinous ligament as this ligament spans several vertebral levels. Flexion mechanical tests performed on FSUs should be interpreted cautiously as the biomechanics of FSUs is altered from normal. Although the choice of spine length depends on the experimental purpose, spinal flexion studies should be performed on multisegment specimens to appropriately represent the anatomical boundary conditions.

Functional anatomy of the deer spine: an appropriate biomechanical model for the human spine?

The object of this study was to create a database for the biomechanical and certain functional anatomical parameters of the deer spine, for comparison with the human spine. This was done with a view toward using the deer spine as an alternative model for various biomechanical experiments, as it is difficult to procure nonembalmed, fresh human spine specimens. Bovine spongiform encephalopathy (BSE) and its human variant, Creutzfeld Jakob disease (CJD), prevent us from using bovine and sheep spine. There is a risk of transmission of disease through direct inoculation to the researcher working with infected bovine or sheep spine, and a theoretical possibility of transmission through the food chain if proper precautions for specimen disposal are not taken. We chose deer spine as an alternative for testing nonembalmed fresh human spine because, to date, there have been no reported cases of deer being carriers of prion diseases. Fifteen deer spine specimens were sectioned appropriately to obtain six functional spinal units for each level in the thoracic and lumbar spine. Each unit was tested in a Dartec materials testing machine (Dartec Ltd., Stourbridge, UK) under pure moments in three main anatomical planes. The range of motion (ROM), neutral zone (NZ), and stiffness parameters of the functional unit were determined in flexion-extension, right/left lateral bending, and axial rotation. The data obtained were compared with the corresponding human spine data in the literature. Deer spine specimens were also studied for bone mineral density (BMD) using a DEXA scan. The results revealed the overall ROM was greater for deer spine compared to the human spine in the upper thoracic region, but less compared to human spine in the lower lumbar spine region. The only comparable region for ROM was in the lower thoracic/upper lumbar region. The stiffness coefficients were also comparable in this region. The BMD was also comparable in the two species. We conclude that the lower thoracic/upper lumbar region in the deer spine can be used as a model for some human biomechanical experiments because of its biomechanical and material similarities to the human spine of the corresponding region.

Intervertebral disc herniation: studies on a porcine model exposed to highly repetitive flexion/extension motion with compressive force

OBJECTIVE

To determine whether repeated motion with low magnitude joint forces, and flexion/extension moments consistently produce herniation in a non-degenerated, controlled porcine spine motion segment.

DESIGN

Combined loading (flexion/extension motions and compressive forces) was applied to in vitro porcine functional spinal units. Biomechanical and radiographic characteristics were documented.

BACKGROUND

While most studies performed in vitro have examined uniaxial or fixed position loading to older specimens, there have been few studies that have examined whether 'healthy' intervertebral discs can be injured by low magnitude repeated combined loading.

METHODS

Porcine cervical spine motion segments (C3-C4) were mounted in a custom jig which applied axial compressive loads with pure flexion/extension moments. Dynamic testing was conducted to a maximum of 86400 bending cycles at a rate of 1 Hz with simultaneous torques, angular rotations, axial deformations recorded for the duration of the test.

RESULTS

Herniation (posterior and posterior-lateral regions of the annulus) occurred with relatively modest joint compression but with highly repetitive flexion/extension moments. Increased magnitudes of axial compressive force resulted in more frequent and more severe disc injuries.

CONCLUSIONS

The results support the notion that intervertebral disc herniation may be more linked to repeated flexion extension motions than applied joint compression, at least with younger, non-degenerated specimens. Relevance. While intervertebral disc herniations are observed clinically, consistent reproduction of this injury in the laboratory has been elusive. This study was designed to examine the biomechanical response and failure mechanics of spine motion segments to highly repetitive low magnitude complex loading.

Wire fixation techniques of the cervical facets

STUDY DESIGN

The changes in the biomechanical responses of the cervical spine altered by multilevel laminectomy to various facet wiring techniques were evaluated.

OBJECTIVE

To determine the effectiveness of various proposed techniques of cervical facet wiring used to offer rigid internal fixation after multilevel laminectomy.

METHODS

Eight human cadaveric spine segments from C2-11 underwent combined flexion-compression loading. After testing intact and three-level laminectomy (C4-C6) preparations, two techniques of facet wiring fixation were evaluated in an identical manner. Force, displacement, and kinematics data at every level of the column were obtained.

RESULTS

The mean stiffness of the intact column was significantly greater than the mean stiffness for laminectomized specimens. Individual facet wiring to the bone graft and through the spinous process below the laminectomy failed to restore stiffness to the laminectomized preparations, whereas the Luque rectangle method restored the stiffness to that found in the intact column. The increases in segmental and overall sagittal rotations resulting from multilevel laminectomy were not decreased significantly by the individual facet wiring technique, but the Luque rectangle technique demonstrated a reduction of sagittal rotations compared with laminectomy without fixation.

CONCLUSIONS

The significant increases in total column flexibility and segmental flexural rotations after multilevel laminectomy were not corrected by techniques that depend on individual facet wires secured to an overlying strut, including wiring to the inferior intact segment. Crosslinking of the facet wire fixation above and below the laminectomized segments, as exemplified by the Luque rectangle technique, restored column stiffness and reduced segmental sagittal rotations.

Mechanical response of the lumbar spine to seated postural loads

STUDY DESIGN

In vitro force and deformation measurements formed the basis for determinate, quasistatic analysis of principal forces in the seated lumbar spine.

OBJECTIVES

To explore the relationship between seated postures and the mechanical response in component tissues of lumbar intervertebral joints.

SUMMARY OF BACKGROUND DATA

Despite the high prevalence of low back pain syndrome, the precise mechanisms relating specific mechanical loads to spinal degeneration are not well understood. Simultaneous, time-dependent measurement of anterior column forces and articular facet forces has not been presented previously. consequently, a determinate analysis of principal component forces has not been possible.

METHODS

Twelve lumbar spines (L1-S1) were subjected to constant loading conditions while in flexed and extended seated postures. Time-dependent forces were measured in the anterior column at the L4 and L5 superior endplates and in the four facets of the L3-L4 and L4-L5 motion segments. A quasi-static analysis of sagittal plane forces was used to compute the remaining principal joint forces, including ligament, disc shear, and facet impingement forces.

RESULTS

Component forces changed under static loading in both postures. There were significant differences between the mechanical responses of the two postures. Although the vertical creep displacement was greater in the extended seated posture (3.22 mm versus 2.11 mm), the escalation of forces was more severe in the flexed posture.

CONCLUSIONS

The results suggest a mechanism of force balancing in lordotic postures under static loads, whereas flexed postures produce large increases to the tensile forces in the region of the posterior anulus.

An experimental technique to induce and quantify complex cyclic forces to the lumbar spine

The human spine is a complex, heterogeneous nonlinear and viscoelastic structure. In addition, in vivo loading is not uniaxial. Although many studies on the mechanical behavior of the spine under "pure" forces and single cycle load applications exist, little research is conducted with complex cyclic loads. In this study, we developed a technique to induce and quantify controlled complex physiological loads to the lumbar spinal column under cyclic (chronic) conditions. The methods described include specimen preparation and mounting to induce controlled complex loading (cyclic compression-flexion vector was chosen as an example), instrumentation, and biomechanical data to achieve the objectives. The results indicated that the specimen sustained the external load in a combined compression-flexion mechanism without considerable off-axis forces (lateral shears) and moments (lateral bending and torsion). By mounting the anchoring bolt in appropriate places (such as an anterolateral placement to induce compression-flexion-lateral bending), this technique can be used to apply and continuously quantify complex physiological acute or cyclic loads to describe the biomechanics of the spine. This procedure of inducing complex loads eliminates the difficulty in applying the principles of superposition, using the response from individual "pure" forces to account for the nonlinearity and viscoelasticity of the human lumbar spinal column.