H. Nagerl et al., BIOMECHANICAL PRINCIPLES IN DIARTHROSES A ND SYNARTHROSES .4. MECHANICS OF THE LUMBAR SPINE - A PILOT-STUDY, Zeitschrift fur Orthopadie und Ihre Grenzgebiete, 133(6), 1995, pp. 481-491
Theoretical considerations help define the requirements for an apparat
us that is to localize the instantaneous helical axes (IHA) of axial r
otations of lumbar segments. Result: Since the range of axial rotation
of an L3/4 segment is in only approximate to +/- 1.5 degrees the rota
tional angle intervals have to be smaller than 0.3 degrees with an res
olution less than 0.03 degrees in order to be able to determine the lo
ci of the IHAs. For the first time in vitro measurements are presented
that satisfy this requirement. The data prove that the guidance by th
e artt. zygapophysiales critically influence the possible positions of
the IHA. Comparatively, ligaments and intervertebral disk play a marg
inally role. During axial torques T-z the IHAs lie dorsal to the inter
vertebral disk and migrate from one joint to the other depending on ax
ial rotation (length of migration: approximate to 3-4 cm). The IHAs li
e almost parallel to the axial torque vector. When the joints are remo
ved the IHA is stationary and almost perpendicular to the intervertebr
al disk and intersects the disk's central region. The screw inclinatio
n (pitch) of the instantaneous screw movement is proportional to the r
otational angle. Therefore, depending on the direction of rotation? on
e obtains left or right handed screw movements. This means: axial tors
ional load leads to an increase in thickness of the intervertebral dis
k. During preloads that produces extensions the fixed centrodes (paths
of axis migration) of intact segments are dorsally beaten out, wherea
s during flexional loads they are ventrally beaten out. Then, the IHAs
migrate through the canalis vertebralis. By the concept ''dimeric lin
k chain'' the different shapes of the fixed centrode are traced back t
o the morphology of curvature of the articulating surfaces. The measur
ements suggest the hypothesis that the distinct nonlinearity of the lo
ad displacement curves (s-shape of alpha = alpha(T-z) funktion is an a
ffection of IHA migration. Comparatively, the influence of ligaments c
an be neglected. The measurements suggest the hypothesis that the hyst
eresis of the load displacement curves (neutral zone) is an artefact t
hat does not appear in vivo. Altogether, the experiments prove that th
e loci of the IHAs are determined by the interplay of preload, structu
re of the applied force system and morphology of curvature of the arti
culating surfaces. By that the possibility is clinically given to calc
ulate the multitude of possible movements as function of muscle activi
ty when in the individual the shape and the position of the articulati
ng surfaces are measured in vivo (by NMR-methods e.g.). A physically b
ased classification of pathological cases seems to be possible.