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.     

The biomechanics of subscapularis repair in reverse shoulder arthroplasty: The effect of lateralization and insertion site

Functional outcomes of subscapularis (SSc) repair following reverse shoulder arthroplasty (RSA) remains controversial. SSc repair in combination with glenosphere lateralization was reported to yield worse clinical outcomes compared with the non-lateralized glenosphere. The aim of this biomechanical study was to investigate how glenosphere lateralization and different re-insertion sites can affect the biomechanics of the SSc after RSA. Nine patient-specific RSA shoulder models were created from patients' computed tomography scans. Moment arms and SSc length were calculated for abduction, forward flexion, and internal rotation in 20° and 90° abduction for three configurations of glenosphere lateralization (standard/+0, +5, and +10 mm) and three SSc repair sites (native, superior, and inferior) and compared with the native shoulder. When compared with the native shoulder, RSA resulted in large adducting SSc moment arms that were antagonistic to the deltoid. Glenosphere lateralization had no effect on SSc moment arms in any motion. However, lateralization increased SSc tension beyond its anatomic length for +5 and +10 mm of lateralization when attached to its native insertion. A superior SSc repair site created the least adductive moment arm as well as the least amount of SSc lengthening. Increased glenosphere lateralization showed a significant increase in the SSc length, which in combination with its adductive moment arm can be antagonistic to deltoid function. However, a superior SSc repair site may help reduce the adductive SSc moment arm and allow for reduced tension on the repair as its length in that location is less than that of the native SSc. © 2019 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 38:888-894, 2020     

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.     

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.     

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     

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     

Reverse Shoulder Arthroplasty Combined with a Modified Latissimus Dorsi and Teres Major Tendon Transfer for Shoulder Pseudoparalysis Associated with Dropping Arm

Although a reverse shoulder arthroplasty (RSA) can restore active elevation in the cuff deficient shoulder, it cannot restore active external rotation when both the infraspinatus and teres minor muscles are absent or atrophied. We hypothesized that a latissimus dorsi and teres major (LD/TM) transfer with a concomitant RSA would restore shoulder function and activities of daily living (ADLs). We prospectively followed 11 consecutive patients (mean age, 70 years) with a combined loss of active elevation and external rotation (shoulder pseudoparalysis and dropping arm) who underwent this procedure. All had severe cuff tear arthropathy (Hamada Stage 3, 4, or 5) and severe atrophy or fatty infiltration of infraspinatus and teres minor on preoperative MRI or CT-scan. The combined procedure was performed through a single deltopectoral approach in the same session. Postoperatively, mean active elevation increased from 70 degrees to 148 degrees (+78 degrees ) and external rotation from -18 degrees to 18 degrees (+36 degrees ). The Constant score, subjective assessment and ADLs improved. The combination of a RSA and LD/TM transfer restored both active elevation and external rotation in this selected subgroup of patients with a cuff deficient shoulder and absent or atrophied infraspinatus and teres minor.     

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     

Clinical results of humeral stem lateralization in reverse shoulder arthroplasty: Comparative study of 145° onlay curved stem vs 155° inlay straight stem

BackgroundThe main limits of Grammont's reverse shoulder arthroplasty (RSA) design are loss of external rotation and scapular notching. These limits can be addressed with glenoid and/or humeral lateralization. Currently, there is no uniformity in the literature regarding the best option to improves these outcomes. Lateralization of the humeral side should be an option. The aim of the present study was to compare outcomes of a 145 degree onlay curved stem vs a 155 degree inlay straight stem.MethodsA retrospective analysis of 96 consecutive patients undergoing RSA (98 shoulders) was performed. Of these, 47 patients (48 shoulders) underwent RSA with a Aequalis Reversed II Stem (Group A) and 49 (50 shoulders) with a lateralized humeral stem (Ascend Flex©) (Group B). The exclusion criteria included any relevant glenoid bone loss in the horizontal plane or vertical plane and patients with post-traumatic conditions including humeral head necrosis. Patient with teres minor fatty infiltration superior to grade 2 according to Goutallier's classification were also excluded. Constant score, muscular strength and range of motion (ROM), were evaluated preoperatively and for 2 years postoperatively. Radiographs were examined for scapular notching.ResultsComparing clinical outcomes, there were significant improvements with active ROM using lateralized shoulder stem (Group B) in flexion, abduction and external rotation (P > .05). However, while evaluating the Constant score and muscular strength, no important difference emerged between the two groups. Scapular notching was observed in 29.17% of cases (24 shoulders) of Group A and in 12% of cases (6 shoulders) of Group B. Moreover, the average degree of notching was reduced in Group B in which the grade 1 was observed in 4 shoulders out of 50. Grade 2 was observed in 7 shoulders in Group A and in 2 shoulders in Group B. Grade 3 and grade 4 were observed only in 1 patient in Group A, and no one in Group B.ConclusionsThe lateralized humeral stem (145°, onlay, curved stem) in RSA improves ROM, particularly external rotation and abduction compared to Aequalis Reversed II Stem. No significant difference was found between the two groups regarding muscular strength. Both designs provide an overall improvement on function and pain relief. Moreover, the incidence of scapular notching is lower in a lateralized humeral stem implant (12% of cases) compared to traditional reverse prostheses with an Aequalis Reversed II Stem (29.17% of cases).Level of EvidenceIII     

Die Außenrotationsosteotomie des Humerus in Schaftmitte

Loss of external rotation in the shoulder due to palsy of the Mm. infraspinatus and teres minor results in internal rotation of the arm. The function of the arm is impeded, because when flexing the elbow, the forearm strikes the torso; thus, guiding the hand to the face is only possible by simultaneous abduction and forward flexion in the shoulder. Once neurosurgical treatment has been completed and there is sufficient rotation in the shoulder, the rotational arc of the shoulder can be shifted by a low osteotomy of the humerus and the hand can be guided to the face without evasive movements. The procedure was performed in 15 cases and followed-up on average after 3 years (range: 0.5–8.7 years). In all cases, the arc of rotation (preoperative 37° deficit of external rotation, postoperative 46° increase) was shifted, thus, eliminating the lower arm striking against the thorax on flexion of the elbow. All patients were able to guide their hands to their faces without any simultaneous evasive movements of the shoulder. Thus, low rotational osteotomy is suitable for functional improvement in palsy of the external rotators of the shoulder.     

Optimal normalization tests for shoulder muscle activation: An electromyographic study

To accurately compare electromyographic data from different muscles and different subjects, it is necessary to normalize the integrated data obtained from each muscle. The purpose of this study was to identify the manual muscle testing positions that elicit maximal neural activation (integrated electromyography) of three rotator cuff muscles (supraspinatus, infraspinatus, and subscapularis) and five shoulder synergists (pectoralis major, latissimus dorsi, and anterior, middle, and posterior deltoids). The electromyographic activity of these eight muscles was examined in the nondominant shoulders of nine subjects. Indwelling wire electrodes (supraspinatus, infraspinatus, and subscapularis) and surface adhesive electrodes (pectoralis major, latissimus dorsi, and anterior, middle, and posterior deltoids) were placed. Each subject performed a series of 27 isometric contractions, and optimal tests (maximal neural activation) were identified for each muscle. Four tests were identified that resulted in the maximal neural activation of all eight shoulder muscles: 90° of scapular elevation with ?45° of humeral rotation for the supraspinatus, anterior deltoid, and middle deltoid; external rotation at 90° of scapular elevation and ?45° of humeral rotation for the infraspinatus and posterior deltoid: internal rotation at 90° of scapular elevation and neutral humeral rotation for the subscapularis and latissimus dorsi: and internal rotation at 0° of elevation and neutral rotation for the pectoralis major. These results identify four standard testing positions that will provide reference values for normalization of maximal voluntary contraction for the eight muscles of the shoulder examined in this study. Standardization of these test positions offers normalization guidelines that can be used in future dynamic electromyography studies of the shoulder.     

Adjusting Implant Size and Position Can Improve Internal Rotation After Reverse Total Shoulder Arthroplasty in a Three-dimensional Computational Model

BackgroundEfforts during reverse total shoulder arthroplasty (RSA) have typically focused on maximizing ROM in elevation and external rotation and avoiding scapular notching. Improving internal rotation (IR) is often overlooked, despite its importance for functional outcomes in terms of patient self-care and hygiene. Although determinants of IR are multifactorial, it is unable to surpass limits of bony impingement of the implant. Identifying implant configurations that can reduce bony impingement in a computer model will help surgeons during preoperative planning and also direct implant design and clinical research going forward.Questions/purposesIn a CT-modeling study, we asked: What reverse total shoulder arthroplasty implant position improves the range of impingement free internal rotation without compromising other motions (external rotation and extension)?MethodsCT images stored in a deidentified teaching database from 25 consecutive patients with Walch A1 glenoids underwent three-dimensional templating for RSA. Each template used the same implant and configuration, which consisted of an onlay humeral design and a 36-mm standard glenosphere. The resulting constructs were virtually taken through ROM until bony impingement was found. Variations were made in the RSA parameters of baseplate lateralization, glenosphere size, glenosphere overhang, humeral version, and humeral neck-shaft angle. Simulated ROM was repeated after each parameter was changed individually and then again after combining multiple changes into a single configuration. The impingement-free IR was calculated and compared between groups. We also evaluated the effect on other ROM including external rotation and extension to ensure that configurations with improvements in IR were not associated with losses in other areas.ResultsCombining lateralization, inferiorization, varus neck-shaft angle, increased glenosphere size, and increased humeral anteversion resulted in a greater improvement in internal rotation than any single parameter change did (median baseline IR: 85° [interquartile range 73° to 90°]; combined changes: 119° [IQR 113° to 121°], median difference: 37° [IQR 32° to 43°]; p < 0.001).ConclusionIncreased glenosphere overhang, varus neck-shaft angle, and humeral anteversion improved internal rotation in a computational model, while glenoid lateralization alone did not. Combining these techniques led to the greatest improvement in IR.Clinical RelevanceThis computer model study showed that various implant changes including inferiorization, varus neck-shaft angle, increased glenosphere size, and increased humeral anteversion can be combined to increase impingement-free IR. Surgeons can employ these currently available implant configurations to improve IR when planning and performing RSA. These findings support the need for further clinical studies validating the effect of implant configuration on resultant IR.     

Humeral head translation decreases with muscle loading

This study was conducted to determine the effect of in vitro passive and active loading on humeral head translation during glenohumeral abduction. A shoulder simulator produced unconstrained active abduction of the humerus in 8 specimens. Loading of the supraspinatus, subscapularis, infraspinatus/teres minor, and anterior, middle, and posterior deltoid muscles was simulated by use of 4 different sets of loading ratios. Significantly greater translations of the humeral head occurred both in 3 dimensions (P < .001) and in the sagittal plane (P < .005) during passive motion when compared with active motion from 30 degrees to 70 degrees of abduction. In the sagittal plane, passive abduction experienced a resultant translation of 3.8 +/- 1.0 mm whereas the active loading ratios averaged 2.3 +/- 1.0 mm. There were no significant differences in the translations that were produced by the 4 sets of muscle-loading ratios used to achieve active motions. This study emphasizes the importance of the musculature in maintaining normal ball-and-socket kinematics of the shoulder.     

Variation in external rotation moment arms among subregions of supraspinatus, infraspinatus, and teres minor muscles.

A rotator cuff tear causes morphologic changes in rotator cuff muscles and tendons and reduced shoulder strength. The mechanisms by which these changes affect joint strength are not understood. This study's purpose was to empirically determine rotation moment arms for subregions of supraspinatus, infraspinatus, and for teres minor, and to test the hypothesis that subregions of the cuff tendons increase their effective moment arms through connections to other subregions. Tendon excursions were measured for full ranges of rotation on 10 independent glenohumeral specimens with the humerus abducted in the scapular plane at 10 and 60 degrees . Supraspinatus and infraspinatus tendons were divided into equal width subregions. Two conditions were tested: tendon divided to the musculotendinous junction, and tendon divided to the insertion on the humerus. Moment arms were determined from tendon excursion via the principle of virtual work. Moment arms for the infraspinatus (p < 0.001) and supraspinatus (p < 0.001) were significantly greater when the tendon was only divided to the musculotendinous junction versus division to the humeral head. Moment arms across subregions of infraspinatus (p < 0.001) and supraspinatus (p < 0.001) were significantly different. A difference in teres minor moment arm was not found for the two cuff tendon conditions. Moment arm differences between muscle subregions and for tendon division conditions have clinical implications. Interaction between cuff regions could explain why some subjects retain strength after a small cuff tear. This finding helps explain why a partial cuff repair may be beneficial when a complete repair is not possible. Data presented here can help differentiate between cuff tear cases that would benefit from cuff repair and cases for which cuff repair might not be as favorable.     

Influence of humeral prosthesis height on biomechanics of glenohumeral abduction. An in vitro study

BACKGROUND: During shoulder replacement surgery, the normal height of the proximal part of the humerus relative to the tuberosities frequently is not restored because of differences in prosthetic geometry or problems with surgical technique. The purpose of the present study was to determine the effect of humeral prosthesis height on range of motion and on the moment arms of the rotator cuff muscles during glenohumeral abduction. METHODS: Tendon excursions and abduction angles were recorded simultaneously in six cadaveric specimens during passive glenohumeral abduction in the scapular plane. Moment arms were calculated for each muscle by computing the slope of the tendon excursion-versus-glenohumeral abduction angle relationship. The experiments were carried out with the intact joint and after replacement of the humeral head with a prosthesis that was inserted in an anatomically correct position as well as 5 and 10 mm too high. RESULTS: Insertion of the prosthesis in positions that were 5 and 10 mm too high resulted in significant and marked reductions of the maximum abduction angle of 10 degrees (range, 5 degrees to 18 degrees ) and 16 degrees (range, 12 degrees to 20 degrees ), respectively. In addition, the moment arms of the infraspinatus and subscapularis decreased by 4 to 10 mm. This corresponded to a 20% to 50% decrease of the abduction moment arms of the infraspinatus and an approximately 50% to 100% decrease of the abduction moment arms of the subscapularis, depending on the abduction angle and the part of the muscle being considered. CONCLUSIONS: If a humeral head prosthesis is placed too high relative to the tuberosities, shoulder function is impaired by two potential mechanisms: (1) the inferior capsule becomes tight at lower abduction angles and limits abduction, and (2) the center of rotation is displaced upward in relation to the line of action of the rotator cuff muscles, resulting in smaller moment arms and decreased abduction moments of the respective muscles. Clinical Relevance: In patients managed with shoulder replacement surgery, limitation of range of motion, loss of abduction strength, and overload with long-term failure of the supraspinatus tendon are potential consequences of positioning the humeral head of the prosthesis proximal to the anatomic position.     

Supraspinatus tendon load during abduction is dependent on the size of the critical shoulder angle: A biomechanical analysis

Shoulders with supraspinatus (SSP) tears are associated with significantly larger critical shoulder angles (CSA) compared to disease‐free shoulders. We hypothesized that larger CSAs increase the ratio of joint shear to joint compression forces (defined as “instability ratio”), requiring substantially increased compensatory supraspinatus loads. A shoulder simulator with simulated deltoid, supraspinatus, infraspinatus/teres minor, and subscapularis musculotendinous units was constructed. The model was configured to represent either a normal CSA of 33° or a CSA characteristic of shoulders with rotator cuff tears (38°), and the components of the joint forces were measured. The instability ratio increased for the 38° CSA compared with the control CSA (33°) for a range of motion between 6° to 61° of thoracohumeral abduction with the largest differences in instability observed between 33° and 37° of elevation. In this range, SSP force had to be increased by 13–33% (15–23 N) to stabilize the arm in space. Our results support the concept that a high CSA can induce SSP overload particularly at low degrees of active abduction. © 2014 Orthopaedic Research Society. Published by Wiley Periodicals, Inc. J Orthop Res 32:952–957, 2014.     

Posterior instability of the shoulder: A cadaver study

In a cadaver study of 15 shoulder specimens, the internal rotation of the joint was measured applying a constant internal torque of 1.5 Nm to the humerus. The specimens were suspended with the medial border of the scapula in vertical position. A lever fixed to the humerus was fitted with strain gauges for measurement of internal torque and sensors for measurement of internal rotation at different degrees of abduction from 0-90°. Cutting the teres minor and infraspinatus muscle tendons increased internal rotation in the first 40° of abduction. Internal rotation was further increased in this range by cutting also the proximal half of the posterior capsule. Lesion to the posterior capsular structures alone increased internal rotation from 40° of abduction.

In conclusion, among the posterior structures of the shoulder joint, the teres minor and the infraspinatus muscle tendons stabilize the joint for internal rotation in the first half of abduction, and the lower half of the capsule in the last part.     

Posterior instability of the shoulder. A cadaver study

In a cadaver study of 15 shoulder specimens, the internal rotation of the joint was measured applying a constant internal torque of 1.5 Nm to the humerus. The specimens were suspended with the medial border of the scapula in vertical position. A lever fixed to the humerus was fitted with strain gauges for measurement of internal torque and sensors for measurement of internal rotation at different degrees of abduction from 0-90 degrees. Cutting the teres minor and infraspinatus muscle tendons increased internal rotation in the first 40 degrees of abduction. Internal rotation was further increased in this range by cutting also the proximal half of the posterior capsule. Lesion to the posterior capsular structures alone increased internal rotation from 40 degrees of abduction. In conclusion, among the posterior structures of the shoulder joint, the teres minor and the infraspinatus muscle tendons stabilize the joint for internal rotation in the first half of abduction, and the lower half of the capsule in the last part.