Polyaxial Bone Screw Locking Bushing Mechanism

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Solution Overview

Problem

Current spinal immobilization systems require complex procedures to tighten spinal screw-assemblies at specific angles, involving the insertion and removal of rods and set screws, which complicates the surgical process.

Innovation Solution

A locking bushing mechanism that allows provisional locking of a polyaxial head on a fixed head of a bone screw, using an elongated housing with a sliding inner shaft and actuator to engage the bushing between the polyaxial head and the fixed head, enabling frictional locking without the need for initial rod or set screw insertion.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a rod and set screw are inserted to tighten the spinal screw-assembly at a specific angle, then the spinal screw-assembly can be securely locked, but the surgical procedure becomes more complex and time-consuming

Engineering Contradiction:
Improvelocking reliabilityVSAvoidprocedural complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention extracts the essential locking function from the complex rod-and-set-screw system and implements it through a simplified bushing mechanism. The bushing is inserted into the polyaxial head and secured with a set screw, separating the locking action from the rod insertion process and eliminating the need for complex sequential operations.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The bushing is pre-positioned within the polyaxial head before rod insertion, and the set screw is pre-installed to secure the bushing. This preliminary preparation allows the locking mechanism to be ready in advance, eliminating the need for complex post-insertion adjustments and reducing surgical steps.

Inventive Principle:
Principle #10Preliminary action

2Strength

If a rod and set screw are inserted to tighten the spinal screw-assembly, then the components can be securely fastened, but the surgical time increases due to insertion and removal steps

Engineering Contradiction:
Improvefastening strengthVSAvoidsurgical time
Core Design Contradiction:
StrengthVSLoss of time

Solution Approach 1:

The bushing and set screw are prepared and positioned in advance within the polyaxial head, creating a ready-to-lock mechanism before the rod is inserted. This eliminates the need for time-consuming insertion and removal of additional components during surgery, as the locking action is achieved through the pre-positioned set screw.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The time-consuming rod insertion and removal steps are eliminated by extracting the locking function to a separate bushing mechanism. The set screw directly secures the bushing against the polyaxial head, achieving fastening without requiring the rod to be inserted and removed for tightening purposes.

Inventive Principle:
Principle #2Taking out (Extraction)

3Reliability

If the polyaxial head is locked with a distal end of couplers, then the head is securely fixed, but the locking mechanism becomes more complex

Engineering Contradiction:
Improvelocking reliabilityVSAvoidmechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention extracts the locking function from the complex coupler system and implements it through a simple bushing secured by a set screw. The set screw engages the bushing, which is positioned against the polyaxial head, creating a straightforward locking mechanism that replaces the complex coupler-based approach.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The bushing serves as an intermediary element between the set screw and the polyaxial head. Instead of the set screw directly engaging the polyaxial head or complex couplers, the bushing mediates the connection, simplifying the overall mechanism while maintaining secure locking.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 solution simplifies the surgical process by allowing provisional tightening of spinal screw-assemblies at specific angles before rod or set screw placement, reducing procedural complexity and time.

Implementation Method 1

The distal portion forces the bushing into frictional engagement between the fixed head of the screw and the polyaxial head

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS8986319B2Screw head locker apparatus and methods of use
Publication Date: 2015.03.24 ALPHATEC SPINE INC
  • US8986319B2 patent drawing
  • US8986319B2 patent drawing
  • US8986319B2 patent drawing

AI summary

An apparatus for provisionally locking a polyaxial head on a fixed head of a bone screw using a locking bushing includes an elongated housing with a proximal end and a distal end, the distal end having couplers for releasably coupling with the polyaxial head; an inner shaft slidably engaged within the housing and including a distal portion, a middle portion, and a proximal portion; and an actuator that selectively positions the inner shaft within the housing to engage at least one of the distal portion, the middle portion, and the proximal portion with at least one of the couplers and the bushing disposed between the distal portion and the fixed head of the bone screw.