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P OSTGRADUATE SCHOOL OF SURGICAL TECHNIQUES<br />

<strong>Historical</strong> <strong>overview</strong> <strong>and</strong><br />

<strong>biomechanical</strong> <strong>principles</strong> <strong>of</strong><br />

<strong>intramedullary</strong> nailing<br />

Iztok A. Pilih, Andrej Čretnik<br />

Abstract<br />

Intramedullary nailing is a brainchild <strong>of</strong> Gerhardt Küntscher <strong>and</strong> his co-workers in the first half <strong>of</strong><br />

20 th century. They developed technical <strong>and</strong> clinical basis for a broad use <strong>of</strong> the method. After great<br />

enthusiasm at the beginning disappointment followed which considerably limited its use. Emerging <strong>of</strong><br />

new designs <strong>of</strong> <strong>intramedullary</strong> nails <strong>and</strong> locking in the second half <strong>of</strong> 20 th century brought method new<br />

popularity <strong>and</strong> considerably increased its use. Contemporary <strong>intramedullary</strong> nailing represents quick,<br />

secure, biologic <strong>and</strong> minimally invasive way for the treatment <strong>of</strong> long bones fractures.<br />

Introduction<br />

“Elastic nailing” – the concept <strong>of</strong> long metal <strong>intramedullary</strong> nails attached to the endostal surface<br />

<strong>of</strong> the bone was a brainchild <strong>of</strong> Gerhardt Küntscher <strong>and</strong> his co-workers, pr<strong>of</strong>essor Fischer<br />

<strong>and</strong> engineer Ernst Pohl, at University in Kiel in Germany in the 1930’s. The original nails<br />

were in the shape <strong>of</strong> the letter V, but he later introduced the four-leaved clover form for additional<br />

strength <strong>and</strong> easier use. Dr. Küntscher published his first book on <strong>intramedullary</strong> nailing<br />

in 1945 (1). Küntscher was a technically exquisite surgeon. The results <strong>of</strong> his <strong>intramedullary</strong><br />

treatment were so impressive that his technique spread all over Europe after the Second World<br />

War. Soon disappointments came <strong>and</strong> narrowed the use <strong>of</strong> the <strong>intramedullary</strong> method solely<br />

to treatment <strong>of</strong> femoral fractures. As Pr<strong>of</strong>essor Lorenz Böhler wrote in the preface <strong>of</strong> his book<br />

published in 1945: “... Latter experiences proved the risks <strong>of</strong> <strong>intramedullary</strong> nailing to be a lot<br />

higher than expected. Therefore it is only used as a rule in cases <strong>of</strong> femoral fractures... Medullary<br />

nailing <strong>of</strong> other long bone fractures that I myself had recommended turned out to be more<br />

dangerous than efficient…”<br />

<strong>Historical</strong> <strong>overview</strong><br />

The “beginnings” <strong>of</strong> <strong>intramedullary</strong> fixation go back into the 16 th century. The conquistadors<br />

in America described how the Indians used wooden wedges to treat bone fractures. By the end<br />

<strong>of</strong> the 19 th century, first experimental <strong>intramedullary</strong> fixations were performed in Europe. The<br />

pioneers were Bircher, König, von Langenbeck, Cheyne <strong>and</strong> Lane. Several methods <strong>of</strong> fixation<br />

<strong>of</strong> proximal femoral fractures were introduced that included the use <strong>of</strong> bony, ivory or metal<br />

(silver) screws <strong>and</strong> wedges. In the beginning <strong>of</strong> the 20 th century, Ernest Hey Groves (Engl<strong>and</strong>)<br />

already used specially designed three- or four-edged <strong>intramedullary</strong> nails for the fixation <strong>of</strong><br />

diaphyseal long bone fractures. But due to the common infections which associated the operation,<br />

Groves was eventually nick-named “septic Ernie” <strong>and</strong> his method did not spread. Smi-<br />

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I NTRAMEDULLARY F RACTURE F IXATION<br />

th-Petersen made a huge step forward regarding fracture treatment when he introduced a nail<br />

to fixate subcapital femoral fractures in the 1920’s. In 1940, Lambrinudi suggested the placement<br />

<strong>of</strong> strong wires <strong>and</strong> thin metal sticks through the medullary canal. This method was later<br />

upgraded by the Rush brothers (1). After the previously mentioned greatest work <strong>of</strong> Gerhard<br />

Küntscher in the 1940’s the use <strong>of</strong> <strong>intramedullary</strong> fixation <strong>of</strong> long bone fractures spread again<br />

in the second half <strong>of</strong> the 20 th century, with the works <strong>of</strong> Madny, Kemm, Schelman, Grosse,<br />

Kempf, <strong>and</strong> <strong>of</strong> the AO group (Arbeitsgemeinschaft für Osteosynthesefragen). The introduction<br />

<strong>of</strong> locking screws spread the indications widely (1-5). The evolution <strong>of</strong> <strong>intramedullary</strong> nails<br />

is presented in Picture 1.<br />

The <strong>principles</strong> <strong>of</strong> <strong>intramedullary</strong> fixation<br />

The basic principle <strong>of</strong> <strong>intramedullary</strong> nailing is “dynamic osteosynthesis”. If we nail an object<br />

(nail, stick) along-side a structure, certain pressure is applied to the structure, which provokes<br />

reverse pressure, <strong>and</strong> that brings to elastic ‘’binding’’ between the object <strong>and</strong> the structure.<br />

Küntscher used this basic idea when he placed nails into the medullary canal. The nail’s<br />

cross section was wider than the canal, which allowed tight match to the wall <strong>and</strong> therefore<br />

stable fixation. Despite the additional four-leaved clover shape, which allowed additional fitting<br />

Picture 1. Development <strong>of</strong> <strong>intramedullary</strong> nails. Upper row – first generation, lower row – second<br />

generation.


P OSTGRADUATE SCHOOL OF SURGICAL TECHNIQUES<br />

<strong>and</strong> easier placement (Picture 2), trouble occurred either with the application <strong>of</strong> the nails (there<br />

happened additional fractures or so-called “explosion”) as well as with ensuring longitudinal<br />

<strong>and</strong> rotational stability. These all brought to the development <strong>of</strong> locking <strong>intramedullary</strong> nails.<br />

They are narrower than the medullary canal (easier placement), but their structure (a thicker<br />

wall) <strong>and</strong> the locking screws provide stable fixation. When deciding on <strong>intramedullary</strong> nailing,<br />

it is important to know different types <strong>and</strong> characteristics <strong>of</strong> nails (their features), to take into<br />

consideration the basic characteristics <strong>of</strong> the bone <strong>and</strong> s<strong>of</strong>t tissue along with other factors that<br />

are relevant for the procedure.<br />

Types <strong>and</strong> characteristics <strong>of</strong> <strong>intramedullary</strong> nails<br />

When we are deciding for <strong>intramedullary</strong> fixation, we must know the nail’s geometrical features<br />

(curvature, diameter, its shape in the longitudinal section, etc.) <strong>and</strong> the characteristics <strong>of</strong> the<br />

material it is made <strong>of</strong>.<br />

Most contemporary nails are made <strong>of</strong> stainless steel (mark 316L stainless steel) or <strong>of</strong> titanium<br />

alloys. The material must be firm <strong>and</strong> stiff. Titanium nails are approximately 1.6 times firmer<br />

than steel nails. Their elastic module is almost 50% lower than that <strong>of</strong> steel nails. This means<br />

they are much stiffer (they keep the fragments in the proper position), but they are also easier<br />

to break, although the use <strong>of</strong> modern titanium alloys practically eliminated these problems (1,<br />

5).<br />

Once the <strong>intramedullary</strong> nail is inserted, longitudinal, transverse <strong>and</strong> rotational forces<br />

start acting. The magnitude <strong>of</strong> forces <strong>and</strong> thus<br />

the stability <strong>of</strong> the fixation depend strongly on<br />

the position <strong>of</strong> the entry point <strong>and</strong> the proper<br />

position <strong>of</strong> the nail in the medullary canal.<br />

The purpose <strong>of</strong> the variety <strong>of</strong> nails cross section<br />

was to achieve the optimal grip <strong>and</strong> by that<br />

stability along with best possible preservation<br />

<strong>of</strong> blood supply. By splitting the nail we can<br />

place a nail that is wider than the medullary<br />

canal to provide better elastic grip <strong>and</strong> more<br />

stability. But, on the other h<strong>and</strong>, a split nail is<br />

not very stiff <strong>and</strong> this type <strong>of</strong> fixation is not<br />

very stable (1, 3, 5).<br />

The grip <strong>and</strong> stability <strong>of</strong> the fixation depend<br />

strongly on the size <strong>of</strong> the contact surface<br />

between the nail <strong>and</strong> the bone. It can<br />

be enlarged if we curve the nail with regard<br />

to the anatomic curvature <strong>of</strong> the bone. This<br />

explains why the curvature radius <strong>of</strong> femoral<br />

nail measure 109 cm (picture 3). We can<br />

also enlarge the contact surface by reaming,<br />

which allows us to insert nails <strong>of</strong> larger dia-<br />

Picture 2. Basic <strong>principles</strong> <strong>of</strong> <strong>intramedullary</strong><br />

fixation.<br />

meter that are naturally stronger. When the<br />

diameter increases, so does the stiffness <strong>of</strong> the<br />

15


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I NTRAMEDULLARY F RACTURE F IXATION<br />

nail, meaning that the wall <strong>of</strong> the nail can be thinner, which facilitates the placement (1, 3, 5).<br />

But reaming causes the cortex to become thinner. This increases the risk <strong>of</strong> additional bone<br />

fractures during the placement <strong>of</strong> the nail. This risk also remains when we remove the nail after<br />

complete bone reparation.<br />

Another important characteristic <strong>of</strong> a nail is its working length (WL), the length <strong>of</strong> the<br />

unsupported part <strong>of</strong> the nail between the proximal <strong>and</strong> the distal firm grip <strong>of</strong> the nail <strong>and</strong> the<br />

bone (Picture 4) (1, 5). In comminuted fractures, this length can be very large, which means<br />

the along-side support is small. As stability <strong>of</strong> fixation against the forces <strong>of</strong> bending is inversely<br />

proportional with working length square (1/WL 2 ), stability is very small if we use regular <strong>intramedullary</strong><br />

nails in long comminuted fractures (1, 5). This fact together with the invention<br />

<strong>of</strong> X-ray image intensifier (C-arm), led to development <strong>of</strong> nails with locking screws. This nails,<br />

upgraded with locking screws through the bone <strong>and</strong> through the hole in the nail, provide increased<br />

rotational <strong>and</strong> longitudinal stability <strong>of</strong> the fixation. We can lock the nail statically (screws<br />

prevent movement <strong>and</strong> therefore compression <strong>of</strong> fragments) or dynamically (the openings<br />

are oval, which allows compression <strong>of</strong> fragments <strong>and</strong> accelerates the formation <strong>of</strong> callus; or the<br />

nail is only locked at the proximal side or the screws at the distal side are removed early - dynamization).<br />

We must be aware but that with locking at one side only or when the nail is locked dynamically,<br />

stability decreases, which causes up to 10% <strong>of</strong> mal-unions (fractures healed in malposition).<br />

The closed nailing method (preserving the fracture haematoma) results in successful<br />

bone healing in up to 98% <strong>of</strong> cases, despite static locking <strong>and</strong> therefore dynamic locking <strong>and</strong><br />

early dynamization (removal <strong>of</strong> locking screws) is less <strong>and</strong> less used. Thanks to the stability <strong>of</strong><br />

locking screws, there is less <strong>and</strong> less need to ream the canal to enlarge the contact surface <strong>and</strong><br />

we can use thinner nails but with thicker wall which are still stronger. The nails are cannulated<br />

<strong>and</strong> placed over the guiding wire, which enables us to place a thin <strong>and</strong> appropriately shaped nail<br />

with minimal or no reaming <strong>of</strong> the medullary canal to the precise position. Lately even thinner<br />

nails (7 mm in diameter) have been developed to eliminate the risk <strong>of</strong> infection <strong>and</strong> to preserve<br />

the blood supply to the bone, but there is still a lack <strong>of</strong> proven studies about effectiveness <strong>of</strong> this<br />

a<br />

c<br />

b<br />

Picture 3. Curvature <strong>of</strong> the nail. a, b, c, d,<br />

e - see text<br />

e<br />

d<br />

a<br />

Locking mechanism<br />

in the proximal part<br />

Gap between the bone <strong>and</strong><br />

the nail<br />

(reamed/non-reamed)<br />

Quality <strong>of</strong> the bone<br />

The quality <strong>of</strong> material<br />

<strong>and</strong> form <strong>of</strong> nail<br />

Unsupported,<br />

working length<br />

Locking mechanism<br />

in the distal part<br />

Picture 4. Important factors in <strong>intramedullary</strong><br />

fracture fixation.


P OSTGRADUATE SCHOOL OF SURGICAL TECHNIQUES<br />

concept. Stable fixation allows early bearing weight on the fractured bone. As we can avoid<br />

(excessive) reaming, the risk <strong>of</strong> additional fractures on thinned cortex is eliminated. Thinner<br />

nails also call for thinner locking screws holes. Thinner <strong>and</strong> thus weaker locking screws (<strong>and</strong><br />

nails) break easier at early burdening (in 12-30%), so we don’t recommend early (full) weight<br />

bearing in the early post-operative period in cases <strong>of</strong> comminuted fractures.<br />

Characteristics <strong>of</strong> bones <strong>and</strong> s<strong>of</strong>t tissue<br />

Sufficient blood supply plays an important role in the process <strong>of</strong> healing. In the diaphyseal<br />

area, bones are mostly supplied with blood through nutrient artery <strong>and</strong> its endostal branches,<br />

partially also through periosteal vessels, which spring from adjoining structures (muscles), <strong>and</strong><br />

metaphyseal vessels. Both types form an anastomosis with endostal vessels. The more we approach<br />

the epiphysis (distally or proximally), the bigger is the relevance <strong>of</strong> blood supply from the<br />

extramedullary vessels, which only supply 10-30% <strong>of</strong> the cortex in the diaphysis, otherwise two<br />

thirds <strong>of</strong> blood are carried through the endostal circulation. Reaming the medullary canal <strong>and</strong><br />

placement <strong>of</strong> the <strong>intramedullary</strong> nail into the medullary canal has considerable effect on the<br />

circulation. Studies show that minimal reaming to the extent smaller than the diameter <strong>of</strong> the<br />

medullary canal has relatively little effect on the cortical <strong>and</strong> diaphyseal circulation. Reaming<br />

to the extent that equals the diameter <strong>of</strong> the medullary canal already decreases the diaphyseal<br />

blood supply by half <strong>and</strong> cortical circulation by one third, whereas reaming wider than that <strong>of</strong><br />

the medullary canal causes the diaphyseal blood supply to decrease to only a third <strong>of</strong> the normal<br />

amount <strong>of</strong> blood (excessive reaming can diminish total blood flow for up to 83%). Doing<br />

that reaming triggers a strong hyperemic reaction in the preserved vessels <strong>and</strong> reaches its peak<br />

two to four weeks after the injury. Vessels start to ingrowth <strong>and</strong> the circulation in cortex changes<br />

from centrifugal to centripetal (from outside inwards instead <strong>of</strong> vice-versa). The re-establishment<br />

<strong>of</strong> normal circulation depends mainly on the extramedullary vessels (1). The circulation<br />

through other tissues (skin, nerves, muscles ...) increases along with increased circulation<br />

through the bone. Therefore it is important to preserve the s<strong>of</strong>t tissue undamaged (the closed<br />

nailing technique without opening the haematoma above the fracture, where the circulation<br />

has already been disrupted because <strong>of</strong> the fracture) or to close the open fracture (or the s<strong>of</strong>t<br />

tissue damage above the fracture) as quickly <strong>and</strong> as efficiently as possible. Another factor that<br />

affects the re-establishment <strong>of</strong> blood circulation is the <strong>intramedullary</strong> nail itself, as its presence<br />

prevents endostal ingrowth <strong>of</strong> vessels. Thinner nails that do not fill the <strong>intramedullary</strong> area<br />

(specially shaped nails in the lateral section) have an important advantage as they allow good<br />

or even complete recuperation <strong>of</strong> blood circulation. That (along with stability) makes fracture<br />

treatment with elastic fixation (wires, sticks, Ender or Prevot nails) so successful.<br />

Other factors<br />

Reaming also causes parts <strong>of</strong> bone marrow <strong>and</strong> spongy bone to be embolized out through the<br />

fractured bone into the haematoma (<strong>and</strong> through (torn) vessels in the circulation – see below).<br />

This way, beside the increase <strong>of</strong> blood supply, the osteoinductive process is triggered through<br />

pluripotent <strong>and</strong> osteoprogenitory cells <strong>and</strong> bone morphogenetic proteins that arrive to the area<br />

<strong>of</strong> haematoma. Comparison between the reamed <strong>and</strong> non-reamed technique <strong>of</strong> <strong>intramedullary</strong><br />

nailing shows the decrease <strong>of</strong> blood supply through the bone immediately after reaming is<br />

followed by a large increase <strong>of</strong> circulation through the muscles within a few weeks <strong>and</strong> later<br />

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I NTRAMEDULLARY F RACTURE F IXATION<br />

by formation <strong>of</strong> a large ossificated callus (approximately 6 weeks after the injury). If we do not<br />

ream, callus is formed sooner (within 4 weeks), but it lasts longer for the fracture to repair completely<br />

in terms <strong>of</strong> X-ray <strong>and</strong> clinical criteria. In practice, completely non-reamed technique is<br />

performed very rarely, <strong>and</strong> nails are normally divided into those inserted with minimal reaming<br />

<strong>and</strong> those inserted with extensive reaming or into thinner (7-12 mm in diameter) <strong>and</strong> thicker<br />

(more than 12 mm in diameter) nails. Placement <strong>of</strong> the nail with minimal reaming is considered<br />

a compromise between the pros <strong>and</strong> the cons <strong>of</strong> reaming.<br />

Reaming causes forces <strong>and</strong> pressure between the drill, the bone <strong>and</strong> in the medullary canal;<br />

this naturally increases if the drill is not sharp enough (from 45 N to over 100 N <strong>and</strong> from 300<br />

mmHg to over 1000 mmHg). If the pressure is increased by 1.8 times in average, the temperature<br />

at the point <strong>of</strong> the drill can increase for up to 2.8 times during reaming. Appropriate instrumentary<br />

(pointy drill ...) <strong>and</strong> appropriate reaming technique (s<strong>of</strong>t pressure, distal opening<br />

to reduce pressure if possible, precise entering into the canal, etc.) can therefore <strong>of</strong>ten prevent<br />

unnecessary complications.<br />

Because <strong>of</strong> the pressure reaming can also lead to embolization <strong>of</strong> the content <strong>of</strong> the medullary<br />

canal into the blood vessels. Consequently, the content <strong>of</strong> the medullary canal (bone fragments,<br />

fat <strong>and</strong> blood cells, mediators, etc.) are spilled through the vessels into other organs,<br />

which can lead to severe complications (ARDS, fat <strong>and</strong> pulmonary embolism). That is why<br />

(despite not completely uniform results <strong>of</strong> studies) many authors dissuade from immediate use<br />

<strong>of</strong> reamed <strong>intramedullary</strong> nails in poly-traumatized patients, in patients with pulmonary damage<br />

or in those threatened by ARDS. It seems reasonable to treat these patients in several<br />

stages. Definitive fracture fixation is thus performed only in stabilized patients when we can<br />

perform it safely.<br />

Conclusion<br />

Intramedullary fixation has progressed importantly with the introduction <strong>of</strong> new nails <strong>and</strong> various<br />

locking techniques. According to modern <strong>principles</strong> <strong>of</strong> its application it is shifted to the less<br />

invasive method <strong>of</strong> treatment. Biomechanical characteristics <strong>of</strong> the contemporary nails allow<br />

quick <strong>and</strong> sufficient bone healing even in complicated long bone fractures.<br />

References<br />

1. Browner BD, Jupiter JB, Levine AM, et al. Skeletal trauma. Second edition. Philadelphia: WB Saunders, 1998.<br />

2. Müller ME, Allgöwer M, Schneider R, et al. Manual <strong>of</strong> internal fixation. Berlin: Springer, 1991.<br />

3. Rüedi TP, Murphy WM. AO Principles <strong>of</strong> fracture management. Stuttgart, New York: Thieme, 2001.<br />

4. Sabiston DC, ed. Textbook <strong>of</strong> surgery. Philadelphia: Saunders, 1997.<br />

5.<br />

Schatzker J, Tile M. The Rationale <strong>of</strong> Operative Fracture Care. Berlin: Springer, 1996.

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