Anatomical referencing, component positioning, limb alignments and correction of mechanical axes are essential first steps in successful computer assisted navigation. However, apart from basic gap balancing and quantification of ranges of motion, routine navigation technique usually fails to use the full potential of the registered information. Enhanced dynamic assessment using an upgraded navigation system (Brainlab V. 2.2) is now capable of producing enhanced ‘range of motion’ analysis, ‘tracking curves’ and ‘contact point observations’.

‘Range of motion analysis’ was performed simultaneously for both tibio-femoral and patella-femoral joints. Other dynamic information including epicondylar axis motion, valgus and varus alignments, antero-posterior tibio-femoral shifts, as well as flexion and extension gaps were simultaneously stored as a series of ‘tracking curves’ throughout a full range of motion. Simultaneous tracking values for both tibiofemoral and patellofemoral motion was also obtained after performing registration of the prosthetic trochlea. However, there seems to be little point in carrying out such observations without fully assessing joint stability by applying controlled force to the prosthetic joint.

Therefore, in order to fully assess ‘potential envelopes of motion’, observations have been made using a set of standardised simple dynamic tests during insertion and after final positioning of trial components. Also, such tests have been carried out before and after any necessary ligament balancing. Firstly, the lower leg was placed in neutral alignment and the knee put through a flexion-extension cycle. Secondly the test was repeated but with the lower leg being placed into varus and internal rotation. The third test was performed with the lower leg in valgus and external rotation. Force applied was up to the point where resistance occurred without any gross elastic deformation of capsule or ligament in a manner typical of any surgeon assessing the stability of the construct. Also a passive technique of using gravity to ‘Drop-Test’ the limb into flexion and extension gave useful information regarding potential problems such as blocks to extension, over-stuffing of the extensor mechanism and tightness of the flexion gap. All the definitive tests were performed after temporary medial capsular closure.

Ten total knee arthroplasties have been studied using this technique with particular reference to the patterns of instability found before, during and after adjustments to component positioning and ligament balancing. Marked intra-operative variation in the stability characteristics of the trial implanted joints has been quantified before correction. These corrections have been analysed in terms of change in translations, rotations and contact points induced by any such adjustments to components and ligament. Certain major typical patterns of instability have begun to be identified including excessive rotational and translational movements. Instability to valgus and external rotational stress was found in two cases and to varus and internal rotational stress in one case before correction. In particular, surprising amounts of edge loading in mid-flexion under stress testing has been identified and corrective measures carried out. Reductions in paradoxical tibio-femoral antero-posterior motion were also observed. Global instability and conversely tightness were also observed in early stages of surgery. Adjustments to component sizes, rotations, tibial slope angles and insert thickness were found to be necessary to optimise range of motion and stability characterisitics on an almost case-by-case basis. Two cases were identified where use of more congruent or stabilised components was necessary. Observation of quite marked loss of contact between tibia and femur was seen on the lateral side of the knee in deep flexion in several cases. Patellar tracking was also being observed during such dynamic tests and in two cases staged partial lateral retinacular releases were carried out to centre patellar tracking on the prosthetic trochlea.

Although numbers in this case series are small, it has been possible to begin to observe, classify and quantify patterns of instability intra-operatively using simple stress tests. Such enhanced intra-operative information may in future make it possible to create algorithms for logical and precise adjustments to ligaments and components in order to optimise range of motion, contact areas and stability in TKR.

CASN is generally good at bone morphing and sizing, assisting with component orientation, gap balancing and providing reasonably accurate alignments of limb and components alike. However, such routine navigation technique fails to use the full potential of the registered information. Current technique provides reasonable static stability information in the coronal plane, but with axial and sagittal planes less well considered. A more dynamic approach seems to be necessary to define ‘potential envelopes of motion’, seeming to be the best possible way in which CASN will finally show fundamental improvements over ‘conventional’ technique.

Enhanced dynamic assessment using an upgraded CASN system (Brainlab) is now capable of improved ROM analysis and contact point observations. This consists of storing dynamic information including a) epicondylar axis motion, b) valgus and varus alignments, c) antero-posterior shifts, as well as d) flexion and extension gaps. Tracking values for both tibiofemoral and patellofemoral motion can also be obtained after performing registration of the prosthetic trochlea.

Observations can be made using a set of standardised dynamic tests. Firstly, the lower leg can be placed in neutral alignment and the knee put through a flexion-extension cycle. Secondly the test can be repeated but with the lower leg being placed into varus and internal rotation. The third test can be performed with the lower leg in valgus and external rotation. Also a new passive technique of ‘Drop and Push Testing’ into a) flexion and b) extension is giving new information which may prove useful a) in terms of over-stuffing of the extensor mechanism and tightness of flexion gap and b) provision of hyperextension to assist gait. Upgraded software prompts can improve workflows to facilitate optimisation of joint dynamics.

Twenty total knee arthroplasties have been studied using these techniques with particular reference to the patterns of instability found. Marked intra-operative variation in the stability characteristics of the trial implanted joints has been quantified before corrections have been made and final assessments performed. These corrections have also been analysed in terms of change in antero-posterior translations, rotations and contact points. Edge loading and excessive paradoxical motions have been identified and corrective measures carried out, thereby improving PCL tensioning. Component rotations, tibial slope angles, insert thicknesses and femoral sizing have had to be adjusted to optimise range of motion and stability characteristics. Certain cases have been identified where use of more congruent or even stabilised components was considered necessary. Patellar tracking has also been observed during such dynamic tests and appropriate adjustments made to components and soft tissue balancing.

In summary, this study has enabled intra-operative observation, classification and quantification of patterns of instability in 6 degrees of freedom using simple stress tests followed by appropriate adjustments.

Degenerate chondral surfaces can be assessed in many ways, but arthroscopy is often performed without proper categorisation, mapping, zoning or sizing of lesions. Progression of disease in un-resurfaced compartments is well-recognised to occur, but is only one of several failure mechanism in partial knee replacement.

A validated ‘Functional Zone’ mapping method was used to document articular surface damage in 250 sequential cases of knee arthroscopy in patients over the age of 40. Size, shape, location and severity of each chondral lesion were noted using the Outerbridge classification. Analysis determined rates of involvement of particular compartments and assessed potential for partial replacement or local treatment and also to consider the risk of future progression. Radiographs including antero-posterior standing, postero-anterior flexion views (Rosenberg), lateral and skyline views were graded (Kellgren and Lawrence) and compared with the arthroscopic findings.

Our results showed that out of the 210 knees with Grade 3 or greater damage 13.3% of knees showed ‘isolated’ medial disease of Outerbridge Grade 3 or worse. Isolated lateral disease was noted in 1.4%, patello-femoral disease in 24.3%, bi-compartmental (Medial/PFJ) disease in 30.9% with tibio-femoral and tri-compartmental disease seen in 15.2%. The combination of lateral and patello-femoral disease was seen in 14.8%. Provided that Grade 1 and 2 changes (which were found in other compartments in high percentages) were ignored and ACL status considered, this information seemed to indicate that at the time these procedures were performed, 13.3% of cases were suitable for a medial uni-compartmental device, with sub-analysis of lesion sizes indicating that 17 out of 28 cases (60.7%) were suitable for a localised resurfacing. Lateral uni-compartmental replacement seemed suitable for only 1.4%, patello-femoral replacement in 24.3%, bi-compartmental in 30.9% and total knee replacement in 30%. The mean age for partial resurfacing was 53years and 59 years for total joint replacements.

Radiological analysis found that the antero-posterior standing views had only 66% sensitivity and 73% specificity for the presence of Grade 3 changes or worse in the medial compartment in comparison with Rosenberg views having a sensitivity of 73% and a specificity of 83%. Skyline views had a sensitivity of 56% and 100% specificity.

This study indicates that a large proportion of cases may be suited to local and limited resurfacing. Cases suitable for Patello-femoral and Bi-compartmental replacements were very common, but with the patella-femoral joint's tendency to be more forgiving in terms of symptoms, meaning that indications for uni-compartmental replacement might well be much higher than the arthroscopic findings suggested. On the other hand, the presence of high levels of Grade 1 and 2 changes in other compartments seems to indicate a need for caution particularly in younger patients. This study also indicates a need for better methods of assessing local cartilage health such as enhanced MRI scanning or spectroscopy.