Biomechanical analysis of the subscapularis,infraspinatus and teres minor length and moment arm after reverse shoulder arthroplasty: a cadaveric study

BackgroundReverse shoulder arthroplasty (RSA) affects the length and moment arm of the deltoid and rotator cuff. Currently, RSA is commonly considered for cuff-intact conditions, such as primary glenohumeral osteoarthritis. As such, understanding the effect of contemporary lateralized designs on the rotator cuff is paramount. The purpose of this study was to determine changes in length and moment arm of the subscapularis, infraspinatus and teres minor with implantation of one of 3 RSA designs.MethodsA previously validated model was used in 6 hemi-toraces with the shoulder attached. Suture lines were run through pneumatic cylinders from the insertion to the origin of 10 muscles to apply a constant, stabilizing load. Electromagnetic tracking sensors were fixed to the thorax, scapula, and humerus to record 3-dimensional kinematics. Coordinate systems were established according to ISB recommendations. The origin and insertion of the subscapularis, infraspinatus and teres minor were digitized and tracked. Testing consisted of manually rotating the humerus through 5 cycles of its internal-external rotation arc. Kinematic data was collected at 120 Hz. Testing was performed in 3 positions of abduction: 0°, 30°, and 60°. After testing the intact shoulder, RSA was performed using 3 different configurations: an onlay 135-degree humeral component matched with a 2-mm lateralized glenosphere, the same humeral component with a 6-mm lateralized glenosphere, and an inlay 135-degree humeral component matched with a 10 mm lateralized glenosphere. Minimal muscle operative lengths, maximal muscle operative lengths, and muscle moment arms were computed.ResultsWhen compared with the native shoulder, all 3 configurations of RSA resulted in statistically significant increases in both the minimal and maximal operative lengths of the subscapularis in all abduction positions. The teres minor only showed a statistically significant increase in minimal and maximal length at 60° of abduction. The infraspinatus showed a statistically significant increase in tendon excursion at 0° and 30° of abduction. In 40° of abduction and 40° of internal rotation, all RSA configurations translated in a decreased subscapularis internal rotation moment arm. On the contrary, RSA increased the external rotation moment arm of the infraspinatus in neutral rotation and 0° of abduction.ConclusionImplantation of contemporary lateralized RSA implants led to increased length of the subscapularis to a greater extent than the increased length experienced by the infraspinatus and teres minor. The moment arm of the subscapularis decreased, whereas the moment arm of the teres minor in neutral rotation with the arm in abduction increased.Level of EvidenceLevel III; Basic Science, Biomechanics Study     

Effect of reverse total shoulder arthroplasty humeral inclination on glenohumeral range of motion,deltoid force,and glenoid strain: a biomechanical study

BackgroundReverse total shoulder arthroplasty (RSA) primarily varies between 2 implant design options: a 135 humeral stem inclination that closely resembles anatomic orientation, versus the Grammont-style 155 humeral stem inclination that further medializes and distalizes the center of rotation (COR). The purpose of this study was to compare deltoid force, glenoid strain, and simulated glenohumeral range of motion (ROM) between RSA 135 and RSA 155 designs, with a series of standardized permutations of glenosphere offset and rotator cuff pathology.MethodsTwelve fresh-frozen cadaveric shoulder specimens were studied using a shoulder simulator. Native shoulder motion profiles for reproducible abduction range of motion were established using a customized testing device. Optical 3-dimensional tracking and pressure sensors were used to accurately record glenohumeral range of motion (ROM), deltoid force, and glenoid strain for RSA 135 and RSA 155 designs. For each cohort, all combinations of glenosphere offsets and rotator cuff tendon involvement were evaluated.ResultsThere was no significant difference in the overall abduction ROM between the 155 and the 135 humeral stem implants (P = .75). Resting abduction angle and maximum abduction angle were significantly greater with a 155 + STD (standard offset) construct than with a 135 + STD construct (P < .001 and P = .01, respectively). Both stem inclinations decreased combined deltoid force requirements as compared the native shoulder with a massive cuff tear. Effective glenoid strain did not vary significantly between 135 + STD and 155 + STD constructs (P = .66).ConclusionOverall, range of motion between the 135 and the 155 humeral stem inclinations was not significantly different. The cumulative deltoid force was lower in RSA shoulders when compared to native shoulders with massive rotator cuff tears, highlighting the utility of both implant designs. The Grammont-style 155 stem coupled with a 2.5 mm inferior offset glenosphere required less deltoid force to reach maximum abduction than did the more anatomic, lateralized 135 stem coupled with a 4 mm lateral offset glenosphere.Level of EvidenceBasic Science, Biomechanics Controlled Laboratory Study     

Muscle and Joint Function After Anatomic and Reverse Total Shoulder Arthroplasty Using a Modular Shoulder Prosthesis

Changes in joint architecture and muscle loading resulting from total shoulder arthroplasty (TSA) and reverse total shoulder arthroplasty (RSA) are known to influence joint stability and prosthesis survivorship. This study aimed to measure changes in muscle moment arms, muscle lines of action, as well as muscle and joint loading following TSA and RSA using a metal‐backed uncemented modular shoulder prosthesis. Eight cadaveric upper extremities were assessed using a customized testing rig. Abduction, flexion, and axial rotation muscle moment arms were quantified using the tendon‐excursion method, and muscle line‐of‐force directions evaluated radiographically pre‐operatively, and after TSA and revision RSA. Specimen‐specific musculoskeletal models were used to estimate muscle and joint loading pre‐ and post‐operatively. TSA lateralized the glenohumeral joint center by 4.3 ± 3.2 mm, resulting in small but significant increases in middle deltoid force (2.0%BW) and joint compression during flexion (2.1%BW) (p < 0.05). Revision RSA significantly increased the moment arms of the major abductors, flexors, adductors, and extensors, and reduced their peak forces (p < 0.05). The superior inclination of the deltoid significantly increased while the inferior inclination of the rotator cuff muscles decreased (p < 0.05). TSA using an uncemented metal‐backed modular shoulder prosthesis effectively restores native joint function; however, lateralization of the glenoid component should be minimized intra‐operatively to mitigate increased glenohumeral joint loading and polyethylene liner contact stresses. Revision RSA reduces muscle forces required during shoulder function but produces greater superior joint shear force and less joint compression. The findings may help to guide component selection and placement to mitigate joint instability after arthroplasty. © 2019 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 37:1988–2003, 2019     

Lateralized Reverse Shoulder Arthroplasty Maintains Rotational Function of the Remaining Rotator Cuff

Background

Humeral rotation often remains compromised after nonlateralized reverse shoulder arthroplasty (RSA). Reduced rotational moment arms and muscle slackening have been identified as possible reasons for this impairment. Although several clinical studies suggest lateralized RSA may increase rotation, it is unclear whether this is attributable to preservation of rotational moment arms and muscle pretension of the remaining rotator cuff.

Questions/purposes

The lateralized RSA was analyzed to determine whether (1) the rotational moment arms and (2) the origin-to-insertion distances of the teres minor and subscapularis can be preserved, and (3) their flexion and abduction moment arms are decreased.

Methods

Lateralized RSA using an 8-mm resin block under the glenosphere was performed on seven cadaveric shoulder specimens. Preimplantation and postimplantation CT scans were obtained to create three-dimensional shoulder surface models. Using these models, function-specific moment arms and origin-to-insertion distances of three segments of the subscapularis and teres minor muscles were calculated.

Results

The rotational moment arms remained unchanged for the middle and caudal subscapularis and teres minor segments in all tested positions (subscapularis, −16.1 mm versus −15.8 mm; teres minor, 15.9 mm versus 15.3 mm). The origin-to-insertion distances increased or remained unchanged in any muscle segment apart from the distal subscapularis segment at 0° abduction (139 mm versus 145 mm). The subscapularis and teres minor had increased flexion moment arms in abduction angles smaller than 60° (subscapularis, 2.7 mm versus 8.3 mm; teres minor, −6.6 mm versus 0.8 mm). Abduction moment arms decreased for all segments (subscapularis, 4 mm versus −11 mm; teres minor, −3.6 mm versus −19 mm).

Conclusions

After lateralized RSA, the subscapularis and teres minor maintained their length and rotational moment arms, their flexion forces were increased, and abduction capability decreased.

Clinical Relevance

Our findings could explain clinically improved rotation in lateralized RSA in comparison to nonlateralized RSA.

Electronic supplementary material

The online version of this article (doi:10.1007/s11999-012-2692-x) contains supplementary material, which is available to authorized users.     

Effect of reverse shoulder design philosophy on muscle moment arms

This study analyzes the muscle moment arms of three different reverse shoulder design philosophies using a previously published method. Digital bone models of the shoulder were imported into a 3D modeling software and markers placed for the origin and insertion of relevant muscles. The anatomic model was used as a baseline for moment arm calculations. Subsequently, three different reverse shoulder designs were virtually implanted and moment arms were analyzed in abduction and external rotation. The results indicate that the lateral offset between the joint center and the axis of the humerus specific to one reverse shoulder design increased the external rotation moment arms of the posterior deltoid relative to the other reverse shoulder designs. The other muscles analyzed demonstrated differences in the moment arms, but none of the differences reached statistical significance. This study demonstrated how the combination of variables making up different reverse shoulder designs can affect the moment arms of the muscles in different and statistically significant ways. The role of humeral offset in reverse shoulder design has not been previously reported and could have an impact on external rotation and stability achieved post‐operatively. © 2015 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 33:605–613, 2015.     

Clinical and radiographic factors associated with internal rotation outcomes following reverse shoulder arthroplasty using an inlay stem design

BackgroundThe purpose of this study was to evaluate the relationship between preoperative subscapularis (SSc) status as well as radiographic factors with internal rotation (IR) following reverse shoulder arthroplasty (RSA). Our hypothesis was that increased glenosphere lateralization and SSc insertion lateralization and the absence of a preoperative SSc tear would be associated with improved postoperative IR (IR_F).MethodsA retrospective review was performed of primary RSAs (n = 132) by a single surgeon using a 135° inlay prosthesis. Range of motion including forward flexion (FF_F), external rotation (ER_F) and IR_F were evaluated at one year postoperative. IR_F was divided into high (≥L4) and low (≤L4) groups. Preoperative SSc status, glenosphere size, and postoperative positions of the glenosphere and humerus were assessed. Novel radiographic factors were used to assess lateralization including the lesser tuberosity scapula (LTS) and lateral glenosphere scapula (LGS) ratios.ResultsOnly 32% of patients achieved IR_F ≥ L4 postoperatively. Patients who achieved high IR_F had a lower incidence of preoperative SSc tear compared to those who had an IR_F < L4 (9% vs. 47%; P = .002). Higher LTS and LGS ratios were associated with improved IR_F (P < .001). The chance of having IR_F ≥ L4 increased by 86% (P = .049) and by 62% (P = .038) for every 0.1 increase in LGS ratio and LTS ratios, respectively.ConclusionWith a 135° inlay prosthesis design, an intact SSc preoperatively, as well as increased lateralization parameters, LTS and LGS ratios are associated with increased postoperative IR following RSA.Level of EvidenceLevel III; Retrospective Case-control Comparative Study     

Changes in deltoid muscle tension after reverse shoulder arthroplasty as quantified by shear wave elastography: relationship with radiographic parameters and functional outcomes

IntroductionImplantation of a reverse shoulder arthroplasty (RSA) impacts deltoid length, shape and tension. Quantification of changes in deltoid muscle tension with implantation of RSA has remained elusive. The purpose of this study was to use shear wave elastography (SWE) to quantify deltoid muscle stiffness preoperatively, intraoperatively and postoperatively in patients undergoing RSA.MethodsTwenty patients scheduled to undergo RSA (ReUnion, Stryker) were prospectively enrolled in this study. A single observer trained in SWE quantified deltoid stiffness preoperatively, intraoperatively, and postoperatively. Clinical evaluation included pain, motion, quickDASH, ASES, Oxford, and subjective shoulder value scores. Preoperative and postoperative radiographs were measured by an independent observer to determine the lateralization and distalization shoulder angles (LSA and DSA). A statistical analysis was then performed to determine whether changes in deltoid muscle stiffness correlated with any of these parameters.ResultsImplantation of a RSA lead to an increase SWE deltoid stiffness value from 22.4 ± 4.2 kPa preoperatively to 29.9 ± 5.23 kPa (P˂ .0001) immediately after surgery, and 26.6 ± 6.6kPa (P= .03) at most recent follow-up. Preoperative SWE deltoid stiffness values did not differ when measured in the office or under anesthesia. Reverse arthroplasty did not significantly change the LSA (P= .051), but did increase the DSA (P< .0001). Greater SWE deltoid stiffness values correlated with better active elevation (P= .0128) better external rotation (P= .0247), and larger DSA (P= .0026). Elevation and external rotation showed a positive correlation with the DSA and a negative correlation with the LSA.ConclusionAfter implantation of one RSA design incorporating glenoid and humeral lateralization, deltoid stiffness as measured with SWE increased significantly. Deltoid stiffness seems to correlate with joint distalization, elevation and external rotation. SWE seems to be reliable to quantify deltoid stiffness after reverse shoulder arthroplasty.Level of EvidenceLevel IV; Diagnostic Study     

Finite element analysis of glenoid‐sided lateralization in reverse shoulder arthroplasty

The purpose of this study was to evaluate glenoid‐sided lateralization in reverse shoulder arthroplasty (RSA), and compare bony and prosthetic lateralization. The hypothesis was that stress and displacement would increase with progressive bony lateralization, and be lower with prosthetic lateralization. A 3D finite element analysis (FEA) was performed on a commercially available RSA prosthesis. Stress and displacement were evaluated at baseline and following 5, 10, and 15 mm of bony or prosthetic lateralization. Additional variables included glenosphere size, baseplate orientation, and peripheral screw orientation. Maximum stress for a 36 mm glenosphere without bone graft increased by 137% for the 5 mm graft, 187% for the 10 mm graft, and 196% for the 15 mm graft. Likewise, displacement progressively increased with increasing graft thickness. Stress and displacement were reduced with a smaller glenosphere, inferior tilt of the baseplate, and divergent peripheral screws. Compared to bony lateralization, stress was lower with prosthetic lateralization through the glenosphere or baseplate. Displacement with 5 mm of bony lateralization reached recommended maximal amounts for osseous integration, whereas, this level was not reached until 10–15 mm of prosthetic lateralization. Baseplate stress and displacement in an FEA model is lower with a smaller glenosphere, inferior tilt, and divergent screws. Bony lateralization increases stress and displacement to a greater degree than prosthetic lateralization. It appears that at least 10 mm of prosthetic lateralization is mechanically acceptable during RSA, but only 5 mm of bony lateralization is advised. © 2016 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 35:1548–1555, 2017.

     

Postimpingement instability following reverse shoulder arthroplasty: a parametric finite element analysis

BackgroundInstability following reverse shoulder arthroplasty is influenced by various factors such as component design, component positioning, and soft tissue tensioning. Patients may achieve glenohumeral motion beyond initial scapular impingement during activities of daily living which could further compound instability. However, instability/subluxation risk postscapular impingement is not well documented. Conventional range of motion analysis tools cannot account for the restraining effect of soft tissues or subluxation risk after impingement. Using a previously validated finite element analysis approach, the purpose of this study was to investigate the effects of glenoid component lateralization and humeral component angle of inclination (AOI), with or without simulated subscapularis repair, on postimpingement subluxation. We hypothesized that lack of subscapularis repair, a valgus humeral component AOI, and glenoid medialization would all result in greater postimpingement instability.MethodsA FE model of the shoulder including the subscapularis tendon and middle deltoid was created, incorporating a general representation of a commercial reverse shoulder arthroplasty implant placed under the direction of a fellowship-trained shoulder surgeon. The deltoid and subscapularis were tensioned and wrapped around the reconstructed glenohumeral joint prior to simulating motion. Humeral rotations were then prescribed to simulate external rotation (neutral to 50°), extension (neutral to 50°), adduction (neutral to 30°), and abduction (neutral to 90°). The effects of three glenosphere lateralization offsets (2, 4, and 10 mm) and 2 humeral liner angles of inclination (varus-150° and valgus-155°) on subluxation propensities were investigated with and without the subscapularis tendon present.ResultsSimulated subscapularis repair resulted in 21%-34% less postimpingement subluxation. Presence of the subscapularis provided stability over a greater range of abduction. Impingement-free range of motion was similar regardless of the presence or absence of the subscapularis. The valgus AOI resulted in 23% less subluxation during abduction. During other motions however, the valgus AOI resulted in 67%-110% greater postimpingement subluxation (subscapularis present), which further worsened without the subscapularis.ConclusionImplant design modifications to improve stability may not be beneficial for all motions, highlighting the importance of directionality when investigating instability. Liner-bone impingement appears to compound instability/subluxation and the subscapularis appears to restrain postimpingement instability.Level of evidenceBasic Science Study; Computer Modeling     

Implant Design Variations in Reverse Total Shoulder Arthroplasty Influence the Required Deltoid Force and Resultant Joint Load

Background

Reverse total shoulder arthroplasty (RTSA) is widely used; however, the effects of RTSA geometric parameters on joint and muscle loading, which strongly influence implant survivorship and long-term function, are not well understood. By investigating these parameters, it should be possible to objectively optimize RTSA design and implantation technique.

Questions/purposes

The purposes of this study were to evaluate the effect of RTSA implant design parameters on (1) the deltoid muscle forces required to produce abduction, and (2) the magnitude of joint load and (3) the loading angle throughout this motion. We also sought to determine how these parameters interacted.

Methods

Seven cadaveric shoulders were tested using a muscle load-driven in vitro simulator to achieve repeatable motions. The effects of three implant parameters—humeral lateralization (0, 5, 10 mm), polyethylene thickness (3, 6, 9 mm), and glenosphere lateralization (0, 5, 10 mm)—were assessed for the three outcomes: deltoid muscle force required to produce abduction, magnitude of joint load, and joint loading angle throughout abduction.

Results

Increasing humeral lateralization decreased deltoid forces required for active abduction (0 mm: 68% ± 8% [95% CI, 60%–76% body weight (BW)]; 10 mm: 65% ± 8% [95% CI, 58%–72 % BW]; p = 0.022). Increasing glenosphere lateralization increased deltoid force (0 mm: 61% ± 8% [95% CI, 55%–68% BW]; 10 mm: 70% ± 11% [95% CI, 60%–81% BW]; p = 0.007) and joint loads (0 mm: 53% ± 8% [95% CI, 46%–61% BW]; 10 mm: 70% ± 10% [95% CI, 61%–79% BW]; p < 0.001). Increasing polyethylene cup thickness increased deltoid force (3 mm: 65% ± 8% [95% CI, 56%–73% BW]; 9 mm: 68% ± 8% [95% CI, 61%–75% BW]; p = 0.03) and joint load (3 mm: 60% ± 8% [95% CI, 53%–67% BW]; 9 mm: 64% ± 10% [95% CI, 56%–72% BW]; p = 0.034).

Conclusions

Humeral lateralization was the only parameter that improved joint and muscle loading, whereas glenosphere lateralization resulted in increased loads. Humeral lateralization may be a useful implant parameter in countering some of the negative effects of glenosphere lateralization, but this should not be considered the sole solution for the negative effects of glenosphere lateralization. Overstuffing the articulation with progressively thicker humeral polyethylene inserts produced some adverse effects on deltoid muscle and joint loading.

Clinical Relevance

This systematic evaluation has determined that glenosphere lateralization produces marked negative effects on loading outcomes; however, the importance of avoiding scapular notching may outweigh these effects. Humeral lateralization’s ability to decrease the effects of glenosphere lateralization was promising but further investigations are required to determine the effects of combined lateralization on functional outcomes including range of motion.     

Effect of the neck-shaft angle on stability in the onlay type of reverse shoulder arthroplasty: a cadaveric study

BackgroundAlthough reverse shoulder arthroplasty (RSA) has been indicated for treating patients suffering from cuff tear arthropathy, instability is a severe complication. The relationship between the humeral neck-shaft angle and joint stability in RSA as well as the clinical effect of subscapularis tendon repair on postoperative stability after RSA remain controversial. This study is primarily aimed to investigate the relationship between humeral neck-shaft angle and stability using the onlay type of RSA with preserved shoulder girdle muscles using fresh frozen cadavers. Moreover, we aimed to investigate the effect of subscapularis tendon repair after RSA placement.MethodsAn onlay type RSA of not-lateralized glenosphere in a massive rotator cuff tear model with preserved shoulder component muscles was placed on 7 fresh frozen cadavers, and traction tests were performed to dislocate by changing the neck-shaft angle of the stem to 135°, 145°, and 155°. The anterior dislocation force (DF) was evaluated in 6 patterns as follows: 2 patterns at 30° and 60° of abduction and 3 patterns at 30° of internal rotation, in neutral rotation, and 30° of external rotation. DF was recorded at neck-shaft angles of 135°, 145°, and 155° and with and without subscapularis tendon repair.ResultsAt 30° abduction, DF was significantly higher at a neck-shaft angle of 155° regardless of the rotational position (P < .05), and at abduction 60°, there was no difference in DF according to any rotational position and any neck-shaft angle. Regardless of the neck-shaft angle, the DF was significantly higher at 60° abduction than at 30° abduction (P < .05). Furthermore, the DF was significantly higher with subscapularis tendon repair (P < .01).ConclusionOur results showed some relationship between humeral neck-shaft angle and stability in the onlay type of RSA with preserved shoulder component muscles using fresh frozen cadavers. Moreover, a neck-shaft angle of 155° showed the highest anterior DF among neck-shaft angles of 135° and 145° at 30° abduction, and there was no difference at abduction 60° among any neck-shaft angle. Furthermore, subscapularis tendon repair also contributed to anterior stability.     

Does critical shoulder angle predict abduction motion and acromion-tuberosity impingement in reverse shoulder arthroplasty?

BackgroundVirtual planning software for reverse shoulder arthroplasty (RSA) has introduced the ability to optimize implant position in an effort to maximize bony impingement–free motion. Abduction impingement typically occurs between the glenoid and polyethylene or between the tuberosities and the acromion or coracoid. Acromion-tuberosity impingement has been considered less desirable, as it may create additional stress on the acromion. Patients with a large acromion overhang may have higher rates of acromion-tuberosity impingement. As the critical shoulder angle (CSA) represents a larger distance from the glenoid face to the acromion, the purpose of this study was to evaluate the impact of implant selection and position on abduction motion and acromion-tuberosity impingement, with a focus on the association to CSA. We hypothesize that a larger CSA will be associated with less abduction motion and an increase in acromion-tuberosity impingement.MethodsThis is a retrospective cohort case series of 85 consecutive patients who underwent RSA from June 2020 to January 2021. Humeral and glenoid components were implanted virtually (SurgiCase) using a standard protocol for a single implant system (DJO AltiVate Short Stem Reverse) with an inset humeral component. Implant variables analyzed included baseplate location (central vs. inferior glenoid), glenosphere lateralization (10 mm vs. 6 mm), and humeral shell (standard vs. semiconstrained). The maximal degree of abduction and location of impingement were recorded at external rotation of 0°, 45°, and 90°. Implant combinations that resulted in no impingement and no motion were recorded.ResultsIncrease in CSA was associated with acromion-tuberosity impingement for nearly every combination at 0° and 45° external rotation; however, there were no significant associations between CSA and maximum abduction motion. Acromion-tuberosity impingement was associated with central glenosphere placement in all degrees of external rotation (P < .001), use of a 10 mm lateralized glenosphere for 0° (P < .001) and 45° (P = .076), and using a standard polyethylene shell for 0° (P = .032) and 45° external rotation (P = .007). Maximal abduction motion was associated with inferior placement (P < .001), and use of a 10 mm lateralized glenosphere (P < .001) in all positions of external rotation but was not influenced by the polyethylene type.ConclusionIncreased CSA is associated with acromion-tuberosity impingement and can be used to screen for patients at risk for bony impingement in abduction. Placement of the glenosphere centrally and use of a 10 mm lateralized glenosphere were associated with higher rates of acromion-tuberosity impingement. Maximal abduction can be achieved using a 10 mm lateralized glenosphere and inferior placement.     

Moment arms of the shoulder muscles during axial rotation

The objective of the present study was to determine the instantaneous moment arms of 18 major muscle sub‐regions crossing the glenohumeral joint in axial rotation of the humerus during coronal‐plane abduction and sagittal‐plane flexion. The tendon‐excursion method was used to measure instantaneous muscle moment arms in eight entire upper‐extremity cadaver specimens. The results showed that the inferior subscapularis was the largest internal rotator; its rotation moment arm peaks were 24.4 and 27.0 mm during abduction and flexion, respectively. The inferior infraspinatus and teres minor were the greatest external rotators; their respective rotation moment arms peaked at 28.3 and 26.5 mm during abduction, and 23.3 and 22.1 mm during flexion. The two supraspinatus sub‐regions were external rotators during abduction and internal rotators during flexion. The latissimus dorsi and pectoralis major behaved as internal rotators throughout both abduction and flexion, with the three pectoralis major sub‐regions and middle and inferior latissimus dorsi displaying significantly larger internal rotation moment arms with the humerus adducted or flexed than when abducted or extended (p < 0.001). The deltoid behaved either as an internal rotator or an external rotator, depending on the degree of humeral abduction and axial rotation. Knowledge of moment arm differences between muscle sub‐regions may assist in identifying the functional effects of muscle sub‐region tears, assist surgeons in planning tendon transfer surgery, and aid in the development and validation of biomechanical computer models. © 2010 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 29:658–667, 2011     

Muscle and joint‐contact loading at the glenohumeral joint after reverse total shoulder arthroplasty

The purposes of this study were to determine the contributions of each shoulder muscle to glenohumeral joint force during abduction and flexion in both the anatomical and post‐operative shoulder and to identify factors that may contribute to the incidence of glenoid component loosening/failure and joint instability in the shoulder after reverse shoulder arthroplasty (RSA). Eight cadaveric upper extremities were mounted onto a testing apparatus. Muscle lines of action were measured, and muscle forces and muscle contributions to glenohumeral joint forces were determined during abduction and flexion of the pre‐operative anatomical shoulder and of the shoulder after arthroplasty. Muscle forces in the middle deltoid during abduction and those in the middle and anterior deltoid during flexion were significantly lower in the reverse shoulder than the pre‐operative shoulder (p < 0.017). The resultant glenohumeral joint force in the reverse shoulder was significantly lower than that in the pre‐operative shoulder; however, the superior shear force acting at the glenohumeral joint was significantly higher (p < 0.001). Reverse total shoulder arthroplasty reduces muscle effort in performing lifting and pushing tasks; however, reduced joint compressive force has the potential to compromise joint stability, while an increased superior joint shear force may contribute to component loosening/failure. Because greater superior shear force is generated in flexion than in abduction, care should be taken to avoid excessive shoulder loading in this plane of elevation. © 2011 Orthopaedic Research Society Published by Wiley Periodicals, Inc. J Orthop Res 29:1850–1858, 2011     

Factors affecting internal rotation after reverse shoulder arthroplasty

BackgroundThe limitation or loss of internal rotation (IR) after the surgery is a major problem in reverse shoulder arthroplasty (RSA). The particular factors associated with postoperative IR remain unclear. We aimed to analyze the predictors of IR after RSA.MethodsWe included primary RSA patients with the following implants and a minimum of 1-year follow-up: Wright Aequalis (n = 25), DJO Encore (n = 29), Biomet Comprehensive (n = 40), and Exactech Equinoxe (n = 29). Age, sex, dominant hand, primary diagnosis, implant type, preoperative critical shoulder angle, pre- and postoperative acromiohumeral distance, lateral offset of implant, glenosphere inclination, peg-glenoid rim distance (PGRD), glenosphere overhang, scapular notching, subscapularis (SSc) repair, pre- and postoperative ROM, and functional scores were assessed. IR was assessed using a 10-point scale based on the following anatomical levels: from the greater trochanter to the buttocks (2 points), from the sacrum to L4 (4 points), from L3 to L1 (6 points), from T12 to T8 (8 points), and from T7 to T1 (10 points). Univariable and multivariable analyses were performed to identify the factors affecting the IR after RSA.ResultsOne hundred twenty-three shoulders (123 patients) with a mean follow-up of 30.59 ± 19.55 (range, 12–83) months were evaluated. In the univariable analysis, preoperative diagnosis [odds ratio (OR) = 0.243, P = 0.001], implant type (P = 0.002), PGRD (OR = 1.187, P = 0.003), and preoperative IR (P < 0.001) were found to be factors associated with postoperative IR. Preoperative IR was the only factor associated with postoperative IR in the multivariable analysis (P < 0.001). Patients with preoperative IR scores of 10 or 8 points showed significantly better IR after RSA than those with preoperative IR scores of 2 or 4 points (10 points vs. 2 or 4 points; OR = 15.433, P = 0.002, 8 points vs. 2 or 4 points; OR = 6.078, P < 0.001).ConclusionPreoperative IR was the only independent factor for IR after RSA. Patients with excellent preoperative IR had better postoperative IR than those with poor preoperative IR. Preoperative diagnosis, implant type, SSc repair, implant lateralization, glenosphere inferior placement, and scapular notching were not identified as independent predictors of IR after RSA in our sample size.     

The entire rotator cuff contributes to elevation of the arm

The function of the infraspinatus, teres minor, and subscapularis during elevation of the arm remains poorly defined. These muscles may generate moments that contribute to abduction of the arm, although they frequently are classified as humeral depressors. The purposes of this study were to measure the contributions to abduction made by the more inferiorly positioned rotator cuff muscles relative to the contributions of the supraspinatus and to determine the range of motion at which the muscles are most effective. Five fresh cadaveric shoulder girdles were mounted in an apparatus designed to simulate contraction of the deltoid and rotator cuff while maintaining the normal relationship between glenohumeral and scapulothoracic motions. The deltoid force required for elevation was measured without simulated contraction of the rotator cuff and with simulated contraction of the entire rotator cuff, of the supraspinatus only, and of the infraspinatus-teres minor and subscapularis only. A significant reduction in deltoid force when other muscle activity was added indicated that the additions contributed significantly to abduction. The deltoid force required with concurrent contraction of the entire rotator cuff averaged 41% less than with the deltoid alone but was not significantly different than with the deltoid and supraspinatus or with the deltoid, infraspinatus-teres minor, and subscapularis. Concurrent application of forces to the supraspinatus or the infraspinatusteres minro and subscapularis significantly reduced the required deltoid force over the range of motion studied by an average of 28 and 36%, respectively. The contributions of the rotator cuff muscles to abduction of the arm were greatest at low abduction angles (30 and 60°) and were insignificant by 120°. The infraspinatus-teres minor and subscapularis contribute significantly to abduction: their contibution was equal to that of the supraspinatus and, like the supraspinatus, they are most effective during the first 90° of abduction.     

Shoulder prostheses treating cuff tear arthropathy: a comparative biomechanical study.

Painful cuff tear arthropathy (CTA) affects the independence of the elderly. Surgical treatment often consists of joint replacement, the functional outcome of which remains variable. Knowledge of the biomechanical properties of the different prosthetic designs can guide the orthopaedic surgeon in the choice of implant to predict its clinical result. A 3-D computer model of the glenohumeral joint is used to analyse the moment of the deltoid muscle in the scapular plane. A geometrical 3-D ball-and-socket model of the shoulder joint was used to calculate (1) the angle-force relationships, (2) the moment arm of the deltoid muscle and (3) the moment of the deltoid muscle components, for increasing degrees of arm elevation in the scapular plane. In this 3-D model, a clinical thoraco-scapular rhythm analysis was implemented, based on measurements in normal subjects, patients treated with an anatomical prosthesis and patients treated with an inversed delta III prosthesis. These data were compared for 10 different prosthetic treatment options. RESULTS: Muscle angle-force curves show a favourable slope in non-anatomical prosthetic designs, where the centre of rotation of the glenohumeral joint is medialized, the deltoid muscle is elongated and the humeral shaft is lateralized. On the contrary, anatomical prosthetic designs do not perform well in this computer analysis. CONCLUSIONS: From a biomechanical point of view, a shoulder prosthesis which medializes the centre of rotation, lengthens the deltoid muscle and increases the deltoid lever arm, results in a significantly more powerful abduction of the shoulder, despite complete loss of rotator cuff function. RELEVANCE: This study explains why a successful functional outcome can be expected in CTA with a reversed prosthesis.     

Function after closed reduction from early unstable reverse shoulder arthroplasty

BackgroundOptimizing deltoid tension during reverse shoulder arthroplasty (RSA) remains a challenge for the shoulder surgeon. Ideal tension likely differs based on patient age, anatomy, size, preoperative diagnosis, and deltoid strength. Excess tension might overstuff the joint and limit range of motion. The aim of this study was to compare the function of patients with early postoperative instability (as a proxy for deltoid tension) and those without instability.MethodsA retrospective cohort study comparing two groups of patients with primary RSA operated on over a 5-year period by a single fellowship-trained shoulder and elbow surgeon using a combination of lateralized and medialized glenoid prosthesis with a 135-degree neck-shaft angle on the humeral side was conducted. The main exposure was shoulder dislocation that did not require revision arthroplasty compared with all other patients in the study period who underwent uneventful primary RSA. Chart review was performed for patient demographics, preoperative diagnosis, operative details, preoperative and postoperative range of motion and pain, reoperation, and instability events. The primary outcome was final clinic visit forward elevation. Outcomes included preoperative, postoperative, and difference in forward elevation and external rotation, as well as pain level.ResultsA total of 79 shoulders treated with primary RSA from 2015 to 2019 were identified. The average follow-up was 9 months (range, 3-47 months). Sixty-seven patients (72 shoulders) underwent uneventful primary RSA. Seven patients (7 shoulders) in the treatment cohort presented to a postoperative visit with complaint of shoulder dislocation that was able to be self-reduced and/or presented with a dislocated shoulder requiring closed reduction without sedation. At the final follow-up, average postoperative forward elevation was 121 ± 27 degrees in stable shoulders versus 145 ± 15 degrees in the unstable group (P = .003). No significant difference in external rotation was shown between stable and unstable RSA (39 ± 12 degrees and 36 ± 14 degrees, respectively). Overall average forward elevation and external rotation improved from 71 to 123 degrees and 19 to 39 degrees, respectively. More than 95% of patients (69/72 uneventful RSA and 6/7 unstable RSA) reported improvement in shoulder pain postoperatively.ConclusionIn the absence of other reasons for instability, early dislocation after RSA is a potential marker of relatively loose deltoid tension. In this study, patients with instability demonstrated higher forward elevation. Patients without instability are likely a mix of those with optimal and suboptimal deltoid tension.Level of evidenceLevel III, Retrospective Comparative Treatment Study     

Trochanteric transfer in total hip replacement: Effects on the moment arms and force-generating capacities of the hip abductors

A three-dimensional computer model of the pelvis, femur, gluteus medius, and gluteus minimus was used to evaluate the changes in muscle moment arms and force-generating capacities caused by alterations in the location of the greater trochanter. In the first part of this study, the hip center and all other aspects of joint geometry remained unaltered, while we examined changes in abduction moment arms that resulted from transfer of the trochanteric fragment to a wide variety of positions on the femur. The largest increase in average abduction moment arm was 11% (0.5 cm), which occurred with an anterolateral transfer. Most transfers resulted in moment arm changes of less than 5%. In the second part of this study, the hip center was displaced 2 cm superiorly, and the effects of a distal trochanteric transfer on the moment arms and force-generating capacities of the abductors were analyzed. The superior displacement caused a 13% decrease in the moment arm of the abductors and a 43% decrease in their force-generating capacity. The moment arm was not restored by distal transfer of the greater trochanter; however, distal transfer had the major advantage of restoring muscle lengths and force-generating capacities. These results suggest that trochanteric transfer should be considered primarily as a means to restore muscle length because it has limited potential to increase the moment arms of the two primary hip abductors.     

Biomechanical relevance of glenoid component positioning in the reverse Delta III total shoulder prosthesis

The presence of a notch at the inferior part of the scapular neck is a common radiographic finding in patients treated with a reverse Delta III shoulder prosthesis. It is thought that this notch is a result of mechanical contact between the polyethylene cup of the humeral implant and the inferior glenoid pole during adduction of the arm. This in vitro study assessed the effect of glenoid component positioning on glenohumeral range of motion in 8 shoulder specimens. Four different positions of the glenosphere were tested: glenosphere centered on the glenoid, leaving the inferior glenoid rim uncovered (configuration A); glenosphere flush with the inferior glenoid rim (configuration B); glenosphere extending beyond the inferior glenoid rim (configuration C); and glenosphere tilted downward 15 degrees (configuration D). The respective mean adduction and abduction angles in the scapular plane were -25 degrees and 67 degrees for configuration A, -14 degrees and 68 degrees for configuration B, -1 degrees and 81 degrees for configuration C, and -9 degrees and 75 degrees for configuration D. Placing the glenosphere distally (test configuration C) significantly improved adduction and abduction angles compared with all other test configurations (P < .001).