Steven B. Lippitt

Glenohumeral stability from concavity-compression: A quantitative analysis

The purpose of this research was to determine the degree to which compression of the humeral head into the glenoid concavity stabilizes it against translating forces. Ten normal fresh-frozen cadaver glenohumeral joints in which the labrum was preserved were used. A compressive load of 50 N was applied to the humeral head in a direction perpendicular to the glenoid surface. Increasing tangential forces were then applied until the head dislocated over the glenoid lip. The tangential force at dislocation was examined for eight different directions, 45° apart around the glenoid. Concavity-compression stability was then examined for an increased compressive load of 100 N. Finally, the protocol with 50 and 100 N of compressive load was repeated after the glenoid labrum was excised. Concavity-compression of the humeral head into the glenoid is a most efficient stabilizing mechanism. With the labrum intact the humeral head resisted tangential forces of up to 60% of the compressive load. The degree of compression stabilization varied around the circumference of the glenoid with the greatest magnitude superiorly and inferiorly. This may be attributed to the greater glenoid depth in these directions. Resection of the glenoid labrum reduced the effectiveness of compression stabilization by approximately 20%. These results indicate that concavity-compression may be an important mechanism for providing stability in the mid-range of glenohumeral motion where the capsule and ligaments are lax. The effectiveness is enhanced by the presence of an intact glenoid labrum.

Mechanisms of glenohumeral joint stability.

The biomechanics of glenohumeral stability involve several static and dynamic mechanisms to achieve the intricate balance between shoulder mobility and stability. In conjunction with recent in vitro studies, two important stabilizing mechanisms, concavity compression and scapulohumeral balance, were described. Concavity compression refers to the stability obtained by compressing the humeral head into the concave glenoid fossa. Increasing the magnitude of the compressive load, as provided by dynamic muscle contraction, and the depth of the glenoid concavity, which varies from the asymmetric geometry, enhance concavity compression stabilization. The related scapulohumeral balance refers to the dynamic positioning of the glenohumeral joint so that the joint reaction force is balanced within the glenoid fossa. The greater the arc provided by the glenoid, the larger the range of joint force angles acting through the humeral head that may be stabilized. The presence of an intact glenoid labrum is important to both mechanisms. Concavity compression and scapulohumeral balance may be of particular importance to glenohumeral joint stability in the midrange of motion where the capsuloligamentous constraints are lax. Clinical correlation of these mechanisms contributes to the understanding of glenohumeral instability.

The effect of articular conformity and the size of the humeral head component on laxity and motion after glenohumeral arthroplasty. A study in cadavera.

We used a cadaveric model to examine the mechanical effects of changes in the conformity of the articular surfaces and the size of the humeral head component in glenohumeral arthroplasty. The experimental system permitted a manual clinical examination of the glenohumeral joint while sensors monitored the humeroscapular position and orientation as well as the forces and torques applied by the examiner. Four preparations were compared: an anatomical humeroscapular preparation and three glenohumeral arthroplasty preparations (one with anatomically sized components and a radius of curvature of the glenoid that was four millimeters larger than that of the humeral head, one with anatomically sized components and a radius of curvature of the glenoid that was equal to that of the humeral head, and one with a non-anatomical, large humeral head component and a radius of curvature of the glenoid that was equal to that of the humeral head). All motions, including flexion, external and internal rotation, and maximum elevation, were diminished with use of the non-anatomical, large humeral head component. Laxity of the joint on drawer and sulcus tests was not affected by the conformity of the articular surfaces but was decreased significantly by implantation of the large humeral head component. The kinematics of the glenohumeral joint were not markedly altered by reduction of the uniformity between the articular surfaces of the prosthetic components. In all preparations, obligate displacement of the humeral head associated with a passive range of motion occurred at smaller angles with the large humeral head component.

Anteroinferior bone-grafting can restore stability in osseous glenoid defects.

BACKGROUND Glenohumeral instability associated with a large osseous defect of the glenoid can be treated with bone graft to restore the glenoid concavity. The shape and positioning of the graft is critical: a graft that encroaches on the extrapolated glenoid curvature can prevent the head from seating completely in the glenoid, whereas a graft that is too far from the curvature does not restore the glenoid concavity. The purpose of the present study was to investigate how the intrinsic stability that is provided by the glenoid is affected by (1) a standardized anteroinferior glenoid defect and (2) different configurations of anteroinferior glenoid bone graft. METHODS The anteroinferior stability provided by the glenoid was quantitated by measuring the balance stability angle in that direction. The balance stability angle is the maximal angle that the direction of the net humeral joint-reaction force can make with the glenoid centerline before dislocation takes place. The anteroinferior stability was assessed in each of four fresh-frozen, grossly normal cadaveric glenoids in (1) the unaltered state, (2) after the creation of a standardized defect of a magnitude that has been reported by other investigators to be sufficient to require a bone graft, and (3) after each step of a series of bone-grafting procedures involving grafts of varying height and contour. RESULTS The anteroinferior glenoid defect significantly diminished the anteroinferior stability by almost 50% (p = 0.006). Bone-grafting significantly increased the stability provided by the glenoid. The increase in stability as compared with that of the glenoid with the standardized defect was particularly marked for contoured graft heights of 6 and 8 mm, for which the increases were 150% (p = 0.0001) and 229% (p < 0.00025), respectively. Contouring of the graft minimized the potential for unwanted contact between the ball and the graft. CONCLUSIONS Anteroinferior shoulder instability caused by an osseous defect in the glenoid can be corrected with bone-grafting. The effectiveness of the graft in restoring the lost stability is related both to its height and to the extent to which it is contoured as long as the graft is not so prominent that it forces the ball posteriorly from the center of the glenoid.

Thermal aspects of the use of polymethylmethacrylate in large metaphyseal defects in bone : a clinical review and laboratory study

The potential necrotizing effects of the heat produced by the exothermic polymerization process has raised questions regarding the use of polymethylmethacrylate (PMMA) in orthopedic surgery. An experimental model was used to: (1) analyze the amplitude and distribution of heat in bone taken from autopsy specimens when large metaphyseal defects (simulating tumor excision) were filled with curing PMMA and (2) to observe any significant necrotizing temperatures. The experimental design included two experimental groups of five distal femora into which either a small- or large-bore defect was made in the lateral epicondylar region. These defects were filled with either one or two packs of PMMA cement, and temperature probes were used to record temperature elevations at the cement core, the bone-cement interface, and the surrounding 1-, 2-, 3-, and 5-mm bone intervals. To simulate physiologic temperature and fluid environment, the experiment was conducted in a 37 degrees normal saline bath. There is clinical evidence suggesting that the large amounts of PMMA used in tumor reconstructive surgery (often two packs or more) may lead to thermal necrosis of remaining tumor cells in the curetted cavity. This may explain, at least in part, the decrease in recurrence of giant-cell bone tumor after curettage and PMMA cementation.

A system for describing positions of the humerus relative to the thorax and its use in the presentation of several functionally important arm positions.

The function of the shoulder is to position the arm with respect to the thorax. Humerothoracic positions are commonly described in terms of the degrees of humeral elevation in the sagittal plane (flexion) and/or the degrees of elevation in the coronal plane (abduction). This article proposes a more general system for describing positions of the arm based on the plane of humeral elevation and the angle of elevation within this plane. This system is used to present the humerothoracic positions used by eight normal subjects to perform several activities of daily living as well as those achieved in a range-of-motion examination of the shoulder. Eating, hair combing, and maximal elevation were all performed in a plane approximately 60° anterior to the coronal plane. Between reaching the perineum and washing the contralateral axilla, the humerus functioned in a range of planes extending over 180°.

Improvement in comfort and function after cuff repair without acromioplasty.

The repair of full thickness rotator cuff tears traditionally has included acromioplasty and coracoacromial ligament section. Acromioplasty can be complicated by deltoid detachment, compromise of the deltoid lever arm, anterosuperior instability, and adhesions of the rotator cuff tendons under the bleeding cancellous bone of the osteotomized acromion. This report concerns the improvement in shoulder function at a minimum of 2 years after 27 full thickness rotator cuff repairs were done without deltoid detachment, acromioplasty, or section of the coracoacromial ligament. The mean number of Simple Shoulder Test functions that the patients could do increased from six of 12 before surgery to 10 of 12 at an average followup of 4 years after surgery. Eight of 12 individual Simple Shoulder Test functions were significantly improved after the procedure. There also was a significant improvement in the Short Form-36 comfort, physical role function, and mental health scores. When done without acromioplasty, cuff repair avoids the possibility of deltoid detachment, altered deltoid mechanics, anterosuperior instability, and tendon scarring to the cancellous undersurface of the acromion.

Principles for the Evaluation and Management of Shoulder Instability

During use of the normal shoulder, the humeral head is centered within the glenoid and the coracoacromial arch. When the shoulder cannot maintain this centered position during use, it is unstable. An unstable shoulder prevents normal function of the upper extremity. Shoulder instability is not the same as joint laxity. Joint laxity is a property of normal joints and allows the shoulder to attain its full range of functional positions. The concavity of the glenoid and the coracoacromial arch along with the passive and active forces that press the humeral head into the glenoid and the coracoacromial arch maintain the head in its centered position. This concavity-compression mechanism is dependent on the integrity of the glenoid and the coracoacromial arch, muscular compression, and restraining ligaments of the shoulder. Loss of any of these elements due to developmental, degenerative, traumatic, or iatrogenic factors may compromise the ability of the shoulder to center the humeral head in the glenoid.

In vivo quantification of the laxity of normal and unstable glenohumeral joints.

The purpose of this study was to determine whether the magnitude of glenohumeral translation on clinical laxity tests could distinguish between clinically stable shoulders and shoulders with traumatic or atraumatic instability. Subjects included eight male volunteers with no history of symptoms of glenohumeral instability, eight patients with documented traumatic anterior instability and Bankart lesions, and eight patients with documented atraumatic multidirectional instability. The patients in the two instability groups had disabling instability that was refractory to nonoperative management and thus met the indications for surgical repair. All subjects were examined by an experienced shoulder surgeon using five standard manual tests: anterior drawer, posterior drawer, sulcus, push-pull, and fulcrum. The glenohumeral translations occurring during these laxity tests were quantitated with a spatial sensing system that had six degrees of freedom and was rigidly fixed to the scapula and humerus. The result showed substantial overlap in the translations found in members of the three groups for each of the laxity tests. Standard laxity tests demonstrate considerable translation in normal glenohumeral joints and do not reliably differentiate normal shoulders from those with two common forms of glenohumeral instability. This study suggests that assessment of the magnitude of glenohumeral translation on clinical laxity tests is not a specific test for the diagnosis of glenohumeral instability. Healthy subjects without symptoms may have as much translation as patients needing surgical repair for symptomatic shoulder instability. The need for and the type of surgical reconstruction for the unstable shoulder must be based on the patients history and on duplication of the symptoms of instability on directed physical examination rather than on the magnitude of glenohumeral translation.

Thermal Aspects of the Use of Polymethylmethacrylate in Large Metaphyseal Defects in Bone

The potential necrotizing effects of the heat produced by the exothermic polymerization process has raised questions regarding the use of polymethylmethacrylate (PMMA) in orthopedic surgery. An experimental model was used to: (1) analyze the amplitude and distribution of heat in bone taken from autopsy specimens when large metaphyseal defects (simulating tumor excision) were filled with curing PMMA and (2) to observe any significant necrotizing temperatures. The experimental design included two experimental groups of five distal femora into which either a small- or large-bore defect was made in the lateral epicondylar region. These defects were filled with either one or two packs of PMMA cement, and temperature probes were used to record temperature elevations at the cement core, the bone-cement interface, and the surrounding 1-, 2-, 3-, and 5-mm bone intervals. To simulate physiologic temperature and fluid environment, the experiment was conducted in a 37 degrees normal saline bath. There is clinical evidence suggesting that the large amounts of PMMA used in tumor reconstructive surgery (often two packs or more) may lead to thermal necrosis of remaining tumor cells in the curetted cavity. This may explain, at least in part, the decrease in recurrence of giant-cell bone tumor after curettage and PMMA cementation.