Pivotal Bone Anchor With Expansion-Only Retainer Ring

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Solution Overview

Problem

Existing modular polyaxial bone screw designs are prone to pull-out forces during spinal reduction procedures, and they often require contractile locking engagements that can be weak and difficult to manage.

Innovation Solution

The design incorporates a split retainer ring with a collet-like upper portion that does not participate in the locking engagement, using an expansion-only retainer ring base for secure fixation, providing resistance to larger pull-out forces.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a contractile locking engagement is used in modular polyaxial bone screw designs, then the screw assembly can be assembled and disassembled, but the locking engagement becomes weak and difficult to manage, leading to pull-out forces during spinal reduction procedures

Engineering Contradiction:
Improvemodular assembly capabilityVSAvoidlocking engagement strength
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent inverts the conventional contractile locking mechanism by using an expansion-only retainer ring. Instead of the retainer contracting to grip the shank, the retainer expands outwardly against the shank to create friction fit and locking engagement. This inversion eliminates the weak contractile engagement and provides superior resistance to pull-out forces while maintaining modular assembly capability.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The patent changes the mechanical parameter of the retainer ring from contractile to expansion-only. By modifying the retainer's operational mode, the friction fit and locking engagement are significantly improved. The expansion-only mechanism creates more reliable engagement with the shank, preventing pull-out forces during spinal reduction procedures while preserving the modular design benefits.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If an expansion-only retainer ring base is used, then resistance to pull-out forces is enhanced, but the device complexity increases due to the split retainer ring structure

Engineering Contradiction:
Improveresistance to pull-out forcesVSAvoidsplit retainer ring structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The retainer ring is segmented into multiple sections that can be compressed together and locked in place. This segmentation allows the retainer to be inserted as a compressed unit and then expand to engage the shank. The split structure, when properly designed and locked, provides enhanced pull-out resistance while the modular nature helps manage device complexity through standardized components.

Inventive Principle:
Principle #1Segmentation

3Device complexity

If the collet-like upper portion of the retainer does not participate in locking engagement, then the retainer structure is simplified, but the locking engagement relies solely on the retainer ring base which may reduce overall locking surface area

Engineering Contradiction:
Improveretainer structure simplicityVSAvoidlocking engagement surface area
Core Design Contradiction:
Device complexityVSStrength

Solution Approach 1:

The patent extracts the locking function from the collet-like upper portion and concentrates it in the retainer ring base. By removing the locking engagement requirement from the upper portion, the structure is simplified and the retainer ring base can be optimized for expansion and friction fit. This extraction maintains adequate locking surface area through the expanded base structure while reducing overall complexity.

Inventive Principle:
Principle #2Taking out (Extraction)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This design enhances the security and resistance to pull-out forces compared to prior art, ensuring a stronger and more stable connection between the bone screw shank and the receiver assembly.

Implementation Method 1

a friction fit resilient expansion-only split retainer for capturing the shank head in the receiver lower cavity

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

The retainer 12 is made from a resilient material, such as a stainless steel or titanium alloy, so that the retainer 12 body 116 may be expanded

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 3

The shank is finally locked into a fixed position relative to the receiver by frictional engagement between the insert and a lower split ring-like portion of the retainer base

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 4

an insert 14 that has locked the shank 4 in a desired angular position with respect to the receiver 10, by, for example, compression from the rod 21 and closure top 18

Methodology Applied
Scientific EffectCompression: Compression

Implementation Method 5

the insert 14 is wedged into engagement with the receiver 10 at the inner surface 84

Methodology Applied
Scientific EffectWedge: Wedge

Data Source

PatentUS20250160903A1Pivotal bone anchor assembly having a restrained pre-loaded open ring retainer
Publication Date: 2025.05.22 JACKSON CORP
  • US20250160903A1 patent drawing
  • US20250160903A1 patent drawing
  • US20250160903A1 patent drawing

AI summary

A pivotal bone anchor assembly includes a receiver having a channel for receiving a rod and an internal chamber with a bottom opening, a lower region adjacent the bottom opening, and an upper region above the lower region. The assembly also includes a bone anchor with a capture portion and an anchor portion. The assembly further includes a resilient open retainer ring that is positioned and restrained in the upper region of the internal chamber prior uploading to the capture portion through the bottom opening, at which point the open retainer ring is configured to expand about and capture the capture portion of the bone anchor and then for downward displacement toward the lower region until an uppermost surface of the open retainer ring becomes engaged with a downwardly-facing surface located in the upper region to inhibit the open retainer ring from moving back up within the receiver.