
PatientSim
PatientSim [1], [2] is our pilot project, in which we are developing a hybrid surgical simulator for cement augmentation techniques (see Figure 1).
Motivation
Vertebral compression fractures (VCFs) are mainly caused by osteoporosis and primarily affect the vertebral bodies of the thoracolumbar region [3]. Their incidence was 1.4 million in Europe in 2002 [4] and 700,000 in the U.S. in 1997 [5]. Three types of compression fractures with different degrees of severity can be distinguished. In nearly all types of VCFs, the cranial and caudal endplates of the vertebral body are disrupted to some extent [6]. A suitable treatment, conservative or surgical, should therefore only be selected after a detailed assessment of the fracture [7], [8].

If surgical treatment is chosen, cement augmentation techniques such as vertebroplasty or kyphoplasty are very common [9]. In both interventions, artificial bone cement (mostly PMMA, polymethyl methacrylate) is injected into the affected vertebra(e). In kyphoplasty, an inflatable balloon is inserted beforehand to restore the original height of the vertebral body. This creates a cavity into which a more viscous cement can be injected at lower pressure than in vertebroplasty, which reduces the risk of cement leakage.
There are different ways of learning these procedures:
- A mentor teaches novice surgeons directly on patients, which compromises patient safety.
- Novice surgeons attend an intervention-specific course in which they operate on human specimens under expert supervision. Although such courses are close to reality, they have several drawbacks: besides high costs, availability and especially ethical concerns limit the use of human specimens. Furthermore, fluoroscopy is used for instrument guidance, which leads to radiation exposure and limits the training time.
- A surgical simulator, the approach addressed by this project, overcomes these drawbacks [10], [11].
Mixed Reality Simulator
Because of its advantages over VR simulators and box trainers, a mixed reality simulator is being developed. The simulation environment is designed as a three-layered structure (see Research, Figure 1). The key element of the hardware layer is the patient phantom with artificial, physical vertebrae and soft tissue. The surgeon works on these structures with real surgical instruments, supported by a detailed visualisation. Image guidance is provided by a fluoroscopy simulation, which relies solely on 3D models of the anatomy and the instruments and therefore requires no X-ray radiation. The rigid tools required for transpedicular bone access are equipped with sensor coils, whose position and orientation in 3D are measured by an electromagnetic tracking system.
Computer application
At the core of the hardware abstraction layer is a C++ console application, the device server. Connected clients send scripting commands to communicate with specific hardware (e.g. the tracking system) via the User Datagram Protocol (UDP) or the Transmission Control Protocol (TCP). On the application layer, a graphical user interface (GUI) provides a detailed visualisation of the anatomical data. The GUI is written in C++ using open-source libraries such as Qt and Kitware’s Visualization Toolkit (VTK). Each anatomical structure can be loaded as a CAD model and registered using the calibrated insertion instruments. The surgical area is visualised in two-dimensional projections to improve the surgeon’s spatial perception. During each insertion trial, task-specific parameters (duration, instrument path length, etc.) are recorded for post-processing.
Patient phantom
The main components of the patient phantom are artificial vertebrae and artificial soft tissue. Three exchangeable artificial vertebrae (e.g. L2 to L4) are clamped in a torso made of silicone rubber and covered by artificial muscle and skin [12], [13] (see the research area Artificial Bones and Soft Tissue). After a training session, the penetrated vertebrae are replaced by new ones. Both the recorded task-specific parameters and the accessed vertebrae, which can be cut open with a band saw, can be used for a final debriefing with a medical expert.
Artificial trabecular bone
The inner, spongy structure of the vertebrae is imitated by open-cell polyurethane foams. We developed two groups of recipes with different mineral fillers, calcium carbonate and tricalcium phosphate (25–100 % by weight), and varying amounts of water as a blowing agent, and characterised them by compression testing and micro-computed tomography [14], [15], [16]. Apart from the structural anisotropy, their compressive and morphometric properties mirror those of human vertebral trabecular bone in good approximation, and they can even reproduce age-related changes of the bone structure. The calcium carbonate recipe is slightly better suited for mechanically correct imitations, the tricalcium phosphate recipe for morphologically correct ones. Further material compositions also reproduce the haptics of pedicle screw placement [17], [18], [19].
Vertebrae for cement augmentation
The first synthetic vertebrae used a closed-cell foam, which allowed realistic needle insertion but no balloon dilation or cement injection. We therefore developed open-celled synthetic vertebrae that support the whole procedure: transpedicular needle insertion, balloon tamp dilation (kyphoplasty) and bone cement application (vertebroplasty) [20], [21], [22]. They were validated against 38 human vertebrae from six donors and compared with commercially available vertebra surrogates (see Figures 2–4).
- Needle insertion: the characteristic force pattern while passing the cortical shell and the cancellous bone was reflected by one of the synthetic vertebra types.
- Balloon dilation: dilation pressure (13.0 ± 2.4 bar) and volume (2.3 ± 1.5 ml) were in good accordance with human vertebrae (10.7 ± 3.4 bar, 3.1 ± 1.1 ml).
- Cement application: the application forces matched well, while the spreading pattern of the cement inside the vertebra differed from the human reference.



Validation
The simulator was validated at the Klinikum Wels-Grieskirchen with 43 participants: 22 novices, 12 intermediates and 9 experts in image-guided surgery and pedicle tool insertion [23], [24]. Each performed a transpedicular bone access through both pedicles into an artificial L3 vertebra, locating the pedicle with a tracked probe and inserting an 11-gauge bone access needle under simulated fluoroscopy.
- Face validity: 95 % of the novices rated the attractiveness and 91 % the general appearance of the simulator as good or very realistic.
- Content validity: 92 % of the intermediates and 89 % of the experts would recommend the simulator; all experts found it useful for practising image-guided surgery skills.
- Construct validity: a simulation-based performance score, computed from the tracked instrument paths, the number of fluoroscopy images and the time needed, distinguished experts clearly from novices (p = 0.001) and intermediates (p = 0.01).
- Concurrent validity: the performance score correlated strongly with the rating of a specialist using a standardised assessment (OSATS), R = 0.86.
The simulator thus provides a realistic tool for training image-guided spine surgery, and its automatic assessment reliably reflects the trainee’s level of expertise.
Funding
This work was supported by the Austrian Research Promotion Agency (FFG) within the programme line Cooperation & Innovation (COIN), project number 845436.
Figures 2–4 from [22], licensed under CC BY 4.0; white margins removed.
References
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- (2017): Characterization of synthetic foam structures used to manufacture artificial vertebral trabecular bone. In: Materials Science and Engineering C, 2017.
- (2017): Novel synthetic vertebrae provide realistic haptics for pedicle screw placement. In: Proceedings of the 39th Annual International Conference of the IEEE Engineering in Medicine and Biology Society, 2017.
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- (2019): Development of open-cell polyurethane-based bone surrogates for biomechanical testing of pedicle screws. In: Journal of the Mechanical Behavior of Biomedical Materials, vol. 97, pp. 247–253, 2019, ISSN: 1751-6161, (Funding Information: The Research Group for Surgical Simulators Linz (ReSSL) acknowledges the financial support by the Austrian Research Promotion Agency (FFG) within the program line Cooperation & Innovation (COIN) and project number 845436. Publisher Copyright: © 2019 Elsevier Ltd Copyright: Copyright 2019 Elsevier B.V., All rights reserved.).
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