Rocker Slide Lock for Spinal Bone Fastener Security

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Solution Overview

Problem

Existing surgical instruments used in spinal procedures face challenges in securely locking bone fasteners, leading to potential inadvertent disengagement during manipulation, which can compromise the stability of spinal constructs.

Innovation Solution

The introduction of a surgical instrument featuring a rocker slide lock mechanism that includes a collar and spring actuation tab, preventing the head-locking projection from disengaging by limiting pivotal motion when locked, and allowing disengagement when the collar is in a second position, maintaining a minimum profile during engagement and disengagement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a traditional locking mechanism is used without the rocker slide lock, then the device structure is simpler, but the head-locking projection can inadvertently disengage during manipulation

Engineering Contradiction:
Improvesecurity of head-locking projectionVSAvoidstructure of surgical instrument
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The collar is positioned in advance to engage with the actuation tab before any manipulation occurs, creating a pre-locked state that prevents inadvertent disengagement. The spring is pre-loaded to maintain constant pressure on the collar, ensuring continuous monitoring and control of the locking state.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The collar acts as an intermediary element between the actuation tab and the head-locking projection. It translates the binary state of the actuation tab into a continuous control mechanism, providing intermediate positioning options and smooth transition between locked and unlocked states.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If the collar is positioned under the actuation tab to limit pivotal motion, then the head-locking projection is secured, but the profile of the instrument increases

Engineering Contradiction:
Improveprevention of inadvertent disengagementVSAvoidprofile of surgical instrument
Core Design Contradiction:
ReliabilityVSLength of moving object

Solution Approach 1:

The collar is designed to be movable rather than fixed, allowing it to dynamically adjust its position between two extreme states (under the actuation tab for locking, and away from the tab for unlocking). This dynamic positioning enables the instrument to maintain a compact profile during operation while providing secure locking when needed.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The collar is received within the body member, nesting the locking mechanism within the existing instrument structure. The actuation tab is integrated into the rocker assembly, creating a compact nested arrangement that minimizes the overall profile while maintaining the necessary locking functionality.

Inventive Principle:
Principle #7Nested doll (Nesting)

3Strength

If the rocker assembly is made elongated to provide adequate lever arm, then the mechanical advantage is improved, but the device complexity and profile increase

Engineering Contradiction:
Improvemechanical advantage of rocker assemblyVSAvoidconfiguration of surgical instrument
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

The rocker assembly utilizes rotational motion about a fulcrum point to convert linear force application into rotational leverage. This dimensional transformation allows an elongated lever arm to provide mechanical advantage without increasing the linear profile of the instrument, as the rotation occurs within a compact radial space.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

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 effectively reduces the likelihood of inadvertent disengagement of bone fasteners, enhancing the stability and security of spinal constructs during surgical procedures, thereby improving the reliability of spinal fixation techniques.

Implementation Method 1

a spring actuation tab at one end of the arm in proximity to the body member

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

a portion of the collar when under the actuation tab limits pivotal motion of the rocker assembly

Methodology Applied
Scientific EffectMechanical constraint: Mechanical Force

Data Source

PatentUS11717331B2Systems, methods of use and surgical instruments employing a secure slide lock to fasten a head
Publication Date: 2023.08.08 WARSAW ORTHOPEDIC INC
  • US11717331B2 patent drawing
  • US11717331B2 patent drawing
  • US11717331B2 patent drawing

AI summary

A surgical instrument includes a body member and a leg having a first end integrated with and extending from the body member. A head cavity is in the leg portion to hold a head. A channel is formed along a longitudinal length of the leg. An elongated rocker assembly includes an elongated lever arm coupled within the channel about a fulcrum and a spring actuation. A projection of the arm projects in a direction of the head cavity. A rocker slide lock has a collar slidably coupled around the body member and having a first position located between the body member and the actuation tab, such that a portion of the collar is under the actuation tab to limit pivotal motion of the rocker assembly, and a second position having a clearance from under the actuation tab.