Auto-Locking Shield for Cannula Obturator Stick Prevention

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Solution Overview

Problem

Existing systems for protecting the distal tips of elongated medical instruments, such as needles and trocars, are inadequate in preventing inadvertent sticks that can lead to bloodborne infections, as the exposed tips can come into contact with pathogens during insertion and withdrawal.

Innovation Solution

A multi-member insertion assembly with a shield that automatically locks onto the distal end of the obturator or trocar upon removal from the needle or cannula, inhibiting inadvertent contact by transitioning from an unlocked to a locked state, thereby preventing exposure to the distal tip.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the distal tip of the obturator or trocar is exposed during insertion and withdrawal, then the instrument can be easily manipulated and inserted, but the practitioner is at risk of inadvertent sticks and bloodborne infections

Engineering Contradiction:
Improveease of manipulationVSAvoidrisk of inadvertent sticks
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The shield is pre-loaded onto the obturator or trocar in an unlocked state before the procedure begins. This preliminary positioning allows the sharp distal tip to remain exposed and accessible during insertion, while the shield is ready to automatically transition to a locked protective state immediately after use, eliminating the need for separate protective actions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The shield acts as an intermediary protective element between the practitioner and the sharp distal tip of the obturator or trocar. It provides a physical barrier that blocks contact with the sharp tip while allowing the instrument to function normally during the procedure, and automatically engages to protect the practitioner during withdrawal and disposal.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Object-affected harmful factors

If a protective shield is added to cover the distal tip, then protection against inadvertent sticks is improved, but the device complexity increases

Engineering Contradiction:
Improveprotection against inadvertent sticksVSAvoiddevice complexity
Core Design Contradiction:
Object-affected harmful factorsVSDevice complexity

Solution Approach 1:

The shield transitions dynamically between two states: an unlocked state during insertion that allows easy manipulation and access to the sharp tip, and a locked state during withdrawal and disposal that automatically engages to protect the practitioner. This dynamic state change is triggered by the natural motion of the instrument during the procedure, eliminating the need for complex manual activation mechanisms.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The shield automatically transitions from the unlocked to the locked state based on the natural motion of inserting and withdrawing the obturator or trocar, without requiring additional manual activation or complex control systems. The design leverages the procedure itself to trigger the protective action, simplifying the overall system while maintaining effective protection.

Inventive Principle:
Principle #25Self-service

3Reliability

If the shield automatically locks onto the distal end upon removal, then safety is improved by preventing exposure, but the ease of operation during insertion may be reduced

Engineering Contradiction:
Improvesafety during removalVSAvoidease of insertion
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The shield is pre-positioned on the obturator or trocar in an unlocked state before the procedure begins. This preliminary configuration ensures that the sharp distal tip is fully accessible during insertion without any protective interference, while the shield is already in place to automatically engage and provide protection immediately upon withdrawal, eliminating the need for separate protective actions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The shield dynamically transitions from an unlocked state during insertion to a locked state during withdrawal. This dynamic behavior allows the shield to be transparent to the insertion process while automatically providing protection during removal, resolving the conflict between ease of insertion and safety during removal through motion-triggered state changes.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS20250339180A1Safety shields for elongated instruments and related systems and methods
Publication Date: 2025.11.06 PIPER ACCESS LLC
  • US20250339180A1 patent drawing
  • US20250339180A1 patent drawing
  • US20250339180A1 patent drawing

AI summary

A method can include coupling a penetration system to an automated driver. The penetration system can include a cannula hub; a cannula attached to the cannula hub and defining a lumen; an elongated instrument positioned within the lumen of the cannula, the shield defining a distal tip; and a shield coupled to each of the cannula hub and the elongated instrument. The method can include driving the penetration system into a bone via the automated driver to position the cannula within the bone; retracting the elongated instrument in a proximal direction relative to the cannula while the cannula remains positioned within the bone and while the shield remains coupled to each of the cannula hub and the elongated instrument; and automatically locking the shield to the elongated instrument upon further retraction of the elongated instrument.