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By definition, constrained total hip arthroplasty components include a mechanism that locks the prosthetic femoral head into a polyethylene acetabular component.. Constrained components

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Dislocation is one of the most

com-mon and distressing early

complica-tions of total hip arthroplasty The

reported incidence of dislocation

ranges from 0% to 10% after a

prima-ry arthroplasty and from 10% to 25%

after a revision arthroplasty A wide

variety of predisposing causes and

associated factors have been

suggest-ed.1,2 Pellicci et al3described the use

of a posterior approach and enhanced

soft-tissue repair in an attempt to

decrease the early incidence of

dislo-cation Nonsurgical treatment of the

initial dislocation with a cast or brace

is successful in approximately two

thirds of patients However, when

surgical treatment is required for

recurrent dislocation, satisfactory

results have been achieved in only

60% of hips using a wide variety of

techniques.1 Additionally, the chance

of success is even less when a precise etiology cannot be determined It is for these situations that constrained components have been considered

By definition, constrained total hip arthroplasty components include a mechanism that locks the prosthetic femoral head into a polyethylene acetabular component A thorough understanding of the design features

of constrained components in total hip arthroplasty, indications for their use, and results and complications is essential for the effective application

of this technique

Historical Perspective

The use of constrained total hip arthroplasty components has been limited.4 Sivash first reported on his

constrained prosthesis in 1963 in Moscow, at a conference on tubercu-losis of bones and joints.5 The Sivash prosthesis was a locked one-piece prosthesis, with the cup and head-neck components fabricated as a connected whole (Fig 1) The first components were fabricated of steel; they were later modified to include chrome-cobalt and titanium alloys The acetabular component was a threaded hemisphere made of a tita-nium alloy and was available in 51-, 57-, and 65-mm diameter sizes The femoral component had a chrome-cobalt head welded onto a titanium-alloy stem and was available in three sizes: 14-, 16-, and 18-mm proximal diameter The articulating surface was polyethylene Fixation was

Dr Lachiewicz is Professor, Department of Orthopaedics, University of North Carolina at Chapel Hill, Chapel Hill, NC Dr Kelley is Associate Professor, Department of Orthopaedics, University of North Carolina at Chapel Hill, Chapel Hill.

One or more of the authors or the departments with which they are affiliated have received something of value from a commercial or other party related directly or indirectly to the sub-ject of this article.

Reprint requests: Dr Lachiewicz, 242 Burnett-Womack Building, CB 7055, Chapel Hill, NC 27599.

Copyright 2002 by the American Academy of Orthopaedic Surgeons.

Abstract

The use of a constrained component may be appropriate for the surgical treatment of

recurrent dislocation due to soft-tissue insufficiency following a total hip arthroplasty.

Constrained components usually include a locking mechanism incorporated into the

polyethylene acetabular liner to keep the prosthetic femoral head in place Two

differ-ent prosthetic designs are available and have been approved by the U.S Food and

Drug Administration The S-ROM constrained component uses additional

polyeth-ylene in the rim, which deforms to more fully capture the femoral head and then is

held in place by a metal locking ring The Howmedica Osteonics constrained

compo-nent is a tripolar device; its bipolar compocompo-nent articulates with another polyethylene

liner These constrained components transfer hip forces that would otherwise lead to

dislocation to the locking mechanism, the liner-shell interface, or the bone-prosthesis

interface These forces may eventually contribute to failure of the component due to

loosening, dissociation, breakage, or recurrent dislocation Studies of these

compo-nents show a failure rate of 4% to 29% at relatively short-term follow-up.

J Am Acad Orthop Surg 2002;10:233-238

The Use of Constrained Components

in Total Hip Arthroplasty

Paul F Lachiewicz, MD, and Scott S Kelley, MD

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either press-fit or cemented After

appropriate reaming of both surfaces,

the femoral component was

implant-ed, followed by impaction or

cement-ing of the locked-on acetabular

com-ponent Sivash reported its use in

200 cases, with 1- to 9-year follow-up

in 169 patients.5 The most common

indications were ankylosing

spondy-litis in 107 patients and tuberculous

arthritis in 56 patients Although

there was no detailed analysis of

results, Sivash reported that the

pros-thesis fractured in 13 hips

A modified Sivash prosthesis

with specially designed rasps was

described in 1974.6 A case report in

1981 described the successful use of

this modified prosthesis for recurrent dislocation and anecdotally

suggest-ed that cerebral palsy, Parkinson’s disease, and loss of hip muscula-ture were indications for its use.7

Although the prosthesis was used ex-tensively in Europe,8it was used only sporadically in the United States

Bryan and Reeve9 described a case of a patient with recurrent dis-location who was treated with this device Failure was eventually caused by fatigue fracture of the con-straining ring and severe polyethyl-ene wear and metal-metal abrasion

Koffman10 reported the use of three different designs of constrained com-ponents (including the Sivash) in five hips of four patients with spastic cerebral palsy The Sivash prosthesis was implanted in the only

ambulato-ry patient and failed because of dislocation and early acetabular loosening

Current Constrained Designs

Two constrained total hip arthro-plasty liner systems are presently approved by the U.S Food and Drug Administration (FDA) and have data published on results of their use They are the S-ROM con-strained acetabular liner (Poly-Dial;

DePuy Orthopaedics Warsaw, IN) and the Howmedica Osteonics con-strained acetabular liner (Stryker Howmedica Osteonics, Rutherford, NJ) Other constrained liners have been used in FDA trials or are in development

The S-ROM constrained acetabu-lar liner has been available since

1987 It was marketed under a Premarket Notification from the FDA To date, according to the com-pany, more than 6,000 have been implanted This constrained acetab-ular liner was designed for use with S-ROM metal shells The constraint

is derived from the addition of extra polyethylene in the rim, which

deforms to more fully capture the femoral head implant (Fig 2) In addition, a capture ring provides increased constraint The design of this component allows the head to dissociate from the liner before the forces dislodge the acetabular shell from the pelvic bone Cameron11

reported that the force required for withdrawal of this component is 60 inch-pounds and that the metal constraining ring increases the hold-ing power to 300 inch-pounds Lombardi et al12 reported that the metal ring provided a constraining force of more than 600 pounds with

a 32-mm head and 325 pounds with

a 28-mm head However, they found that the amount of leveraged torque required to pry the femoral head out of the liner was 150 lbs/in2 The optimal amount of torque required for removal of the femoral head from a constrained acetabular component is not known The S-ROM component, which is “dialed” into the acetabular shell, is currently available with an internal diameter

of 28 or 32 mm and with a standard rim or a 10° elevated rim The liner

is available to fit acetabular shells with an outer diameter of 48 mm to

68 mm and is fabricated of cross-linked polyethylene, with a mini-mum thickness of 5 mm The aver-age arc of motion (when used with

Figure 1 The one-piece Sivash constrained

component for total hip arthroplasty.

(Reprinted with permission from Amstutz

HC, Grigoris P: Metal on metal bearings in

hip arthroplasty Clin Orthop 1996;[329

suppl]:S11-S34.)

Figure 2 The S-ROM constrained

acetabu-lar liner with locking ring and correspond-ing uncemented metal shell (Reprinted with permission from Kaper BP, Bernini PM: Failure of a constrained acetabular prosthesis of a total hip arthroplasty: A

report of four cases J Bone Joint Surg Am

1998;80:561-565.)

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an S-ROM femoral component) is

reported to be 88° with a 28-mm

head and 98° with a 32-mm head.12

This arc of motion is probably less

when an elevated rim liner is

com-bined with a “skirted” modular

femoral head component

The Howmedica Osteonics

con-strained acetabular liner was

intro-duced as a custom component in

198813 and was marketed under a

Premarket Approval from the FDA,

until recently converted to a class II

device This component is basically

a tripolar device (Fig 3): a

polyeth-ylene inner liner is covered with a

polished cobalt-chrome shell; the

shell articulates with another

poly-ethylene liner (the outer bearing),

which is inserted into a standard

noncemented acetabular shell The

inner liner accepts a 22-, 26-, or

28-mm femoral head and has a locking

ring identical to the ring in a bipolar

prosthesis

Some authors have suggested that

the constrained acetabular liner can

be cemented into a well-fixed

acetab-ular shell or into an acetabulum

pre-pared for cement fixation.14The

Howmedica Osteonics constrained

acetabular liner has been cemented

into both an acetabular shell of

another manufacturer and into an

acetabulum prepared for cement

fix-ation.14 If the former technique is

used, the surgeon should carefully consider preoperatively if this con-strained liner will fit The smallest acetabular shell into which this liner could be safely cemented is probably

52 mm According to the manufac-turer, the total range of motion is 72°

when it is used with 50- to 54-mm outer acetabular shells, 82° with a

56-mm shell, and 84° with 58- to 74-56-mm shells The two polyethylene articu-lating surfaces have a thickness rang-ing from 5.2 to 7.7 mm for the inner bearing and from 4.3 to 10.4 mm for the outer bearing The polyethylene thickness varies based on femoral head size and acetabular shell diam-eter The pullout strengths of the three segments of this tripolar liner have not been reported

Indications

The use of a constrained acetabular component in total hip arthroplasty

is indicated for recurrent dislocation

of the hip due to soft-tissue insuffi-ciency (capsular or abductor muscu-lature) that is not amenable to repair

or augmentation If the abductor mechanism has been resected, then reconstruction with a constrained system may be required Soft-tissue laxity (not insufficiency) due to short-ening of the prosthetic hip may be

treated by lengthening the femoral neck and/or lateralizing the acetabu-lar component or liner Component malposition, loosening, or wear should be treated by revision of one

or both components Dislocation re-sulting from impingement of bone or

a “skirted” femoral head against an elevated-rim acetabular liner should not routinely be treated by a con-strained component Bone impinge-ment can be treated by bone resection and impingement of the femoral head by revision of the head, liner,

or acetabular component Acute avulsion of a greater trochanteric osteotomy or fracture of the greater trochanter should be treated by sur-gical repair and/or advancement However, recurrent dislocation due

to a chronic nonunion of the greater trochanter, with severe and irrepara-ble loss of abductor muscle function, may be an indication for use of the constrained component Recurrent dislocation associated with a large mismatch between the femoral head size and the outer acetabular compo-nent diameter, as reported by Kelley

et al,15should be treated by revision

to a larger head and corresponding acetabular liner, if possible

Late (>1 to 2 years postopera-tively) recurrent dislocation, which may be associated with weight loss, decrease in muscle mass, and/or chronic disease (cancer, rheumatoid arthritis) without component malpo-sition, is extremely difficult to treat The constrained component may be

a reasonable option in patients with these conditions When late disloca-tion is associated with an acute or chronic infection, the treatment is complex, must be individualized, and may involve the use of a con-strained component

Contraindications for the use of constrained components include acute dislocation, dislocation due to component loosening or malposi-tion, insufficient acetabular bone structure, acute infection, skeletal immaturity, and neurologic

spas-Outer bearing (UHMWPE)

Inner bearing shell (CoCr)

Acetabular shell

Inner bearing (UHMWPE) Bipolar retaining

ring (UHMWPE)

Figure 3 A, The Howmedica Osteonics constrained acetabular liner B, Schematic showing

the tripolar nature UHMWPE = ultra-high-molecular-weight polyethylene, CoCr =

cobalt-chrome (Adapted with permission from Stryker Howmedica Osteonics, Rutherford, NJ.)

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ticity Neurologic spasticity may

seem to be an attractive indication

for the use of this component, but

Root et al,16in reporting the results of

total hip arthroplasty without

con-strained components performed in

patients with cerebral palsy, found

that only 2 of 15 patients had a

recur-rent dislocation, and both had

com-ponent malposition

The prophylactic use of

con-strained components in primary or

revision total hip arthroplasty is

con-troversial Because good data are

lacking, constrained acetabular liners

should not be used routinely in these

situations Larger femoral head

sizes, femoral necks with greater

length and offset, and/or elevated

rim liners are better choices

Results and Complications

Theoretically, constrained acetabular

components should transfer the

forces that would otherwise lead to

dislocation to the locking

mecha-nism, the liner-shell interface,

or the prosthesis (or

bone-cement) interface If the hip center is

shifted laterally, which may occur

with either of the two available

con-strained components, these forces

may be increased The reported

results of constrained components

have demonstrated four types of

fail-ure: loosening of the acetabular

component;12dissociation of the

con-strained liner from the shell (with

redislocation)17,18 (Fig 4); material

failure (breakage) or disengagement

of the constraining ring (with or

without redislocation)17,19 (Fig 5);

and dissociation of a modular

femoral head from its neck.20 An

additional potential mode of failure

is excessive wear of a thin

acetabu-lar liner interface

According to information

avail-able from the manufacturer, the

S-ROM constrained acetabular liner

has a low rate of

dissociation-dislocation in the more than 6,000

implanted since 1987 However, a careful clinical review of these cases has not been performed, and there are relatively few published data on the component

Lombardi et al12reported a retro-spective review of 57 S-ROM con-strained acetabular liners implanted

in 55 patients Six were used in primary arthroplasties and 51 in revision arthroplasties Of these, however, only 31 were done for dis-location, and of those, 13 patients had experienced multiple disloca-tions (average, 2.7; range, 2 to 5) Al-though the clinical follow-up period for the entire groupwas relatively short (mean, 30.2 months), two patients experienced early definite radiographic loosening of the ace-tabular component with screw breakage and migration Five of 55 patients (9%) experienced failure due

to redislocation at a mean of 2.5 months (range, 1 to 9 months) post-operatively Three of these five patients had undergone the proce-dure because of recurrent disloca-tion, and thus the failure rate of the constrained component for this indi-cation was 23% (3 of 13) Open reduction was necessary when a dis-location of this constrained compo-nent occurred

Anderson et al17 reported the results of S-ROM constrained acetabular liners in 21 patients, 18 of whom had experienced recurrent dislocation At a mean follow-up of

31 months (range, 24 to 64 months),

15 patients (71%) reported no fur-ther dislocations However, six patients (29%) reported eight redis-locations at a mean of 10 months postoperatively (range, 1 to 30 months) In four cases, the polyeth-ylene liner (still securely fixed to the femoral head) was levered out of the metal shell; in two failures, the femoral head pulled out of the liner;

and in two other dislocations, the metal retaining ring disengaged from the polyethylene liner In all six patients with redislocations, the

preoperative diagnosis was recur-rent dislocation, for a failure rate of 33% However, no loosening of the

19 porous-coated acetabular compo-nents was reported in this study Fisher and Kiley18 reported two cases of failure of the S-ROM com-ponent One occurred 9 months postoperatively and was due to fail-ure of the retaining ring and poly-ethylene wear; the other occurred 5 months postoperatively, with both loosening of the metal shell and pullout of the polyethylene liner from the shell following a traumatic event Of 51 hips in which the S-ROM constrained component was used, either for recurrent dislocation

or in extensive revisions, there were

5 failures—3 redislocations and 2 dissociations (10% failure)—and all required open reduction or revision

of the component.18

Of 12 patients managed with the S-ROM component at their institu-tion, Kaper and Bernini19reported

Figure 4 Radiograph showing the S-ROM

constrained polyethylene component dislo-cated from the metal shell Probably there is also loosening of the acetabular shell (Reprinted with permission from Anderson

MJ, Murray WR, Skinner HB: Constrained

acetabular components J Arthroplasty

1994;9:17-23.)

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failure in four In two, the

constrain-ing rconstrain-ing had fractured, and in the

other two, the liner had pulled out of

the metal acetabular shell Because

two of the failures involved an

ele-vated-rim constrained liner, these

authors suggested that the use of that

liner may contribute to a lever-out

mechanism

McPherson et al21 recently

de-scribed a new technique that resulted

in the successful closed reduction of a

dislocated S-ROM constrained liner

in three medically compromised

patients With the patient under

gen-eral anesthesia and using

fluoroscop-ic guidance, the femoral head was

perched into the opening of the

acetabular component With the leg

positioned in 40° of abduction and

30° of flexion, a minimum of three

people using a “bear hug” maneuver

of the hip and pelvis apply a

contin-ued axial compressive force for at

least 90 to 120 seconds, until an

audi-ble and palpaaudi-ble clunk of reduction

has occurred No complications were reported, but all three patients later had revision or resection

arthroplas-ty The advantage of this technique is the ability to delay revision surgery until conditions (the patient’s health and the availability of equipment and personnel) are more favorable

Because of wide variation in series size and in indications for surgery, little information beyond anecdotal case reports can be gleaned from the four series reviewing the use of S-ROM constrained components.12,17-19

However, the reported rate of failure

or redislocation is high (9% to 33%)

There is even less published experience with the Howmedica Osteonics constrained acetabular liner, in part because its use was ini-tially restricted to two medical cen-ters Goetz et al14reported the use of this acetabular liner for recurrent dis-location in 56 hips Forty-six con-strained components were inserted without cement, and 10 were inserted with cement (four of these were cemented into acetabular shells of another manufacturer) The 38 patients (39 hips) still living at the time of the report had been followed for a mean of 5.3 years (range, 3 to 8 years), and the deceased 16 patients had been followed for a mean of 2.3 years (range, 1 to 81 months) One patient was lost to follow-up Only two patients (4%) experienced failure described as “recurrent dislocation.”

However, in one patient, the acetabu-lar shell (with screws) pulled out of the pelvis, and in the other, the cemented constrained component dissociated from a well-fixed shell

Seven hips (13%) required revision surgery in the follow-up period, including four for infection and one for acetabular component loosening

Radiographic analysis was per-formed for 38 hips with a minimum 2-year follow-up There was acetabu-lar osteolysis in 2 of 27 hips (7%) treated with a new acetabular shell and a new constrained liner, both in-serted without cement There was

also definite loosening of 2 of 34 uncemented acetabular components (6%) and 2 of 33 uncemented femoral components (6%)

Goetz et al14emphasized that, because the primary goal of these revisions was a stable hip, the patients and surgeons were willing to accept the increased risk of polyethylene wear, osteolysis, and component loos-ening It also should be emphasized that these patients were

predominant-ly elderpredominant-ly, debilitated women with a mean age of 71 years There are no published reports on the use of this constrained component in younger or active patients, in whom an even higher rate of failure of fixation would be expected

Summary

Constrained components should be used judiciously for the surgical treatment of recurrent dislocation of the hip The ideal patient is an

elder-ly, low-demand patient with recur-rent dislocation despite well-fixed and properly positioned compo-nents The etiology of these dislocations is usually soft-tissue (capsule or musculature)

insufficien-cy around the prosthetic hip joint These components should be consid-ered for use only when other options are exhausted and only when bipolar arthroplasty, resection arthroplasty,

or a constrained acetabular liner remains For the two presently avail-able constrained hip components, the rates of failure, including redislo-cation, dissociation of the liner from the acetabular shell, and loosening of the acetabular shell, are reported to

be from 4% to 29% at short-term follow-up Based on the limited published data regarding these con-strained components, prophylactic use of these components is not presently recommended because of the danger of excessive wear of thin polyethylene, breakage, and acceler-ated loosening of components

Figure 5 Radiograph showing the

con-straining ring displaced from the S-ROM

polyethylene component (Reprinted with

permission from Anderson MJ, Murray

WR, Skinner HB: Constrained acetabular

components J Arthroplasty 1994;9:17-23.)

Trang 6

1 Morrey BF: Difficult complications

after hip joint replacement: Dislocation.

Clin Orthop 1997;344:179-187.

2 Paterno SA, Lachiewicz PF, Kelley SS:

The influence of patient-related factors

and the position of the acetabular

com-ponent on the rate of dislocation after

total hip replacement J Bone Joint Surg

Am 1997;79:1202-1210.

3 Pellicci PM, Bostrom M, Poss R:

Pos-terior approach to total hip replacement

using enhanced posterior soft tissue

repair Clin Orthop 1998;355:224-228.

4 Schneider PG: Total replacement

arthroplasty of the hip joint, in

Chapchal G (ed): Arthroplasty of the

Hip Stuttgart, Germany: G Thieme,

1973, pp 113-167.

5 Sivash KM: The development of a

total metal prosthesis for the hip joint

from a partial joint replacement

Re-constr Surg Traumatol 1969;11:53-62.

6 Russin LA, Russin MA: Abstract: A

preliminary study of total hip joint

replacement by means of the

Russin-modified Sivash prostheses: 100 cases.

41st Annual Meeting Proceedings, Dallas,

Texas Chicago, IL: American Academy

of Orthopaedic Surgeons, 1974, p 119.

7 Russin LA, Sonni A: Indications for

the use of a constrained THR

prosthe-sis Orthop Rev 1981;10:81-84.

8 Radulovic B, Kenig I, Radovanovic M:

Indications for Sivash type total hip

prosthesis, in Charnley J (ed): Low

Friction Arthroplasty of the Hip: Theory and Practice Berlin, Germany:

Springer-Verlag, 1979, pp 74-81.

9 Bryan WJ, Reeve RE: Dislocation and failure of an articulated total hip

replacement: A case report Orthopedics

1986;9:1113-1115.

10 Koffman M: Proximal femoral resec-tion or total hip replacement in

severe-ly disabled cerebral-spastic patients.

Orthop Clin North Am 1981;12:91-100.

11 Cameron HU: Use of a constrained acetabular component in revision hip

surgery Contemp Orthop 1991;23:481-484.

12 Lombardi AV Jr, Mallory TH, Kraus

TJ, Vaughn BK: Preliminary report on the S-ROM constraining acetabular insert: A retrospective clinical

experi-ence Orthopedics 1991;14:297-303.

13 Goetz DD, Capello WN, Callaghan JJ, Brown TD, Johnston RC: Salvage of total hip instability with a constrained

acetabular component Clin Orthop

1998;355:171-181.

14 Goetz DD, Capello WN, Callaghan JJ, Brown TD, Johnston RC: Salvage of a recurrently dislocating total hip pros-thesis with use of a constrained acetabular component: A retrospective

analysis of fifty-six cases J Bone Joint

Surg Am 1998;80:502-509.

15 Kelley SS, Lachiewicz PF, Hickman

JM, Paterno SM: Relationship of femoral head and acetabular size to

the prevalence of dislocation Clin

Orthop 1998;355:163-170.

16 Root L, Goss JR, Mendes J: The treat-ment of painful hip in cerebral palsy

by total hip replacement or hip

arthro-desis J Bone Joint Surg Am 1986;68:

590-598.

17 Anderson MJ, Murray WR, Skinner HB: Constrained acetabular

compo-nents J Arthroplasty 1994;9:17-23.

18 Fisher DA, Kiley K: Constrained

acetab-ular cup disassembly J Arthroplasty

1994;9:325-329.

19 Kaper BP, Bernini PM: Failure of a con-strained acetabular prosthesis of a total hip arthroplasty: A report of four cases.

J Bone Joint Surg Am 1998;80:561-565.

20 Namba RS, Van der Reis WL: Femoral head and neck dissociation after a total hip arthroplasty with a constrained

acetabular liner Orthopedics 2000;23:

489-491.

21 McPherson EJ, Costigan WM, Gerhardt

MB, Norris LR: Closed reduction of dislocated total hip with S-ROM constrained acetabular component

J Arthroplasty 1999;14:882-885.

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