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354
Biomedical Engineering in Gastrointestinal Surgery
Figure 9.3 Positioning of the endoscopist at the OR table during hybrid procedures (A: anesthetist; S nal surgery: The endoscopist enters the abdomen via the mouth. Accordingly, he stands at the head of the patient and has to share this position with the anesthetist. (B) Surgery of the large bowel. Lithotomy position. The endoscopist works from the opposite side. The adequate placement of the screens is more difficult. Modified by
Dr. A. Schneider.
: surgeon; S2: surgical assistant; E: endoscopist). (A) Upper abdomi-
1
for CLEP is lesions requiring local full-thickness resection of the gastroin­testinal wall.

9.1.2 Esophagus

CLEP is mainly focused upon intramural lesions, such as benign leiomyo­ma, lipoma, and neurinoma. Unlike for other parts of the GI tract, CLEP is less frequently needed for endoluminal lesions.

9.1.3 Stomach

In the stomach, lesions that are suitable for CLEP are gastric wall tumors, such as benign gastric stromal tumors (leiomyomas and carcinoids), epi­thelial growths, such as adenomas, and early gastric cancer
[5]. Bleeding
gastric lesions such as ulcers, Mallory-Weiss tears, and Dieulafoy’s lesions can be treated by intragastric laparoscopy if peroral endoscopy does not achieve control of bleeding
[5].

9.1.4 Duodenum

Symptomatic diverticula of the duodenum, duodenal carcinoid tumors, and adenomas may be indications for CLEP.
355Combined Laparoscopic-Endoscopic Procedures and NOTES

9.1.5 Colon

Indications for CLEP in the colon are similar to those in the stomach—in particular, adenomas, early cancers with invasion no deeper than the mucosa and superficial layer of the submucosa (sm1), and benign submu­cosal lesions
[6].

9.1.6 Contraindications

Lesions of malignant appearance with a high probability of advanced dis­ease should not be considered for local excision by CLEP. Conventional or laparoscopic surgical resection should be perfor med in these cases.
CLEP is contraindicated in patients who are unfit to undergo anesthe-
sia and in those with clotting disorders.
Endoluminal endoscopy is helpful in multiple regards:
Exact localization of the lesion.
Defining the line of resection.
Selecting the appropriate technique of resection.
Specimen retrieval.
Leak tests.

9.1.7 Tumor Localization

Intraoperative flexible endoscopy is the most reliable tool to localize precisely the site of a lesion.
It would be, of course, more convenient for the surgeon if the tumor area could be marked prior to the surgery instead of being dependent upon a demanding intraoperative identification. If the lesion, or better to say the area which has to be excised, could be clearly marked during pre­operative colonoscopy, surgery could be performed without intraoperative endoscopy. Many attempts were made to indicate the precise location of the tumor by injecting dye into the gastrointestinal wall. The dye would be visible at the exterior layer of the wall, enabling the surgeon to confine his local resection to the pathological finding plus a security margin. Unfortunately, most dyes, like methylene blue, diffuse in an uncontrolled way and make it difficult to decide what has to be cut out (
Others tried out marking the lesions with endoscopic (metallic) clips (
Fig. 9.4B).
Since intraoperative fluoroscopy with the C-arm is w ell established in vis­ceral surgery (see Chapter 5.9.2: Conv entional Radiography (C-Arm)), it is accordingly easily feasible to perform an intraoperative X-ray to localize the
Fig. 9.4A).
356
Biomedical Engineering in Gastrointestinal Surgery
Figure 9.4 Preoperative mapping of the lesion: (A) Instillation of dyes. The spot of dye which has been injected priorly into the colonic wall during colonoscopy is clearly visible from outside. However, it does not represent reliably the internal lesion since the color diffuses into the tissue and does not mark clear limits. (B) By placing three or more clips around the lesion, the relevant area can be demarcated.
All from MITI.
Figure 9.5 (A) Intracolonic clips marking the lesion which has to be resected. (B) Plain abdominal X-ray: The tiny clips are barely visible. Inset: Even under magnifi­cation the accurate site of the lesion is difficult to define. All: Courtesy: PD Dr. D.
Wilhelm, Klinikum rechts der Isar.
clip-marked region which has to be resected. In clinical practice, howev er, this is more difficult than it appears to be. The small clips can be identified, but it is very hard to perceive the real configuration and the spatial position of the lesion reliably based on a 2D radiographic image (
Fig. 9.5).
Therefore, preoperative marking is not an option in clinical routine. Direct visceral exploration and the dialog between surgeons and endosco­pists in a combined approach is superior, using diaphanoscopy and mechanical demonstration.

9.1.8 Defining the Line of Section (Margin)

As soon as it is known where the lesion is located, the extent and the shape has to be demonstrated to enable the surgeon to excise it precisely.
Combined Laparoscopic-Endoscopic Procedures and NOTES
357
The aim is to cut it out completely. Even if only a few tumor cells are left the surgery is in vain. On the other hand, as much healthy tissue should be left as possible. The extent of the area is marked on the exterior gas­trointestinal wall either with coagulation spots or by stitches.

9.1.9 Selection of the Appropriate Technique for Tumor Resection

Four different approaches are available. Some lesions which previously could not be removed during normal endoscopy become suitable for endoscopic resection in a combined procedure. The laparoscopist helps to expose the lesion that enables the endoscopist now to place a snare around or to cut it out with a needle knife. The endoscopist may even risk a full wall excision, since the hole can be easily closed by a laparo­scopic suture. This type of hybrid surgery is called “laparoscopically assisted endoscopic resection” (LAER) (
Other lesions are situated in an area of the GI tract which makes them suitable for a tangential (“wedge”) resection using a laparoscopic stapling device (endoscopically assisted wedge resection: EAWR) ( third group of lesions is only accessible via the transmural route (
Fig. 9.6C). In these cases, the laparoscopist has to open the intestinal
lumen, supported by the endoscopist who identifies the appropriate place to enter the lumen. As soon as the lesion is removed, the entry site has to
Fig. 9.6A).
Fig. 9.6B). A
Figure 9.6 Combined endocavitary-endoluminal procedures in the GI tract; left: gastric procedures; right: colonic procedures. (A) LAER, (B) EAWR, (C) EATR. From MITI.
358 Biomedical Engineering in Gastrointestinal Surgery
be closed again, usually by applying a stapler (endoscopically assisted transluminal resection: EATR). Whenever possible, LAER or EAWR is preferred since they are technically less demanding than EATR.
The fourth version of CLEP (not shown in laparoscopic-endoscopic segment resection. In this case, the whole tubular segment bearing the lesion is cut out and the two stumps are reconnected with a normal anastomosis. This type of a CLEP is infrequently used, since the precision required is less high.
Fig. 9.6) is combined

9.1.10 Specimen Retrieval

Large tumors (more than 1520 mm in diameter) are difficult to retrieve through a 10-mm trocar. Enlarging the incision for specimen retrieval can be avoided if the tumor is pulled out by the endoscopist via the natu­ral path (either esophagus/mouth or the rectum).

9.1.11 Leak Test

Before the intervention is terminated, it has to be proven that the suture/ stapling line is absolutely tight. This can be easily done by the endoscopist by instilling diluted methylene blue into the lumen.
Under surgical conditions, flexible endoscopy is technically more challenging than in an endoscopy suite, since the proper positioning of the patient is difficult and gas insufflation should be reduced to a mini­mum to avoid distension of the GI tract. Maneuvers such as external fixa­tion of the colon are not feasible. Nevertheless, flexible endoscopy is becoming increasingly popular in visceral surgery. In most ORs of today, an endoscopy unit including the scopes is part of the regular equipment.

9.1.12 Technical Considerations

Although combined procedures do not require special devices or instru­mentation and can be carried out by using the standard laparoscopic and flexible endoscopic equipment, they are more complex than laparoscopic or endoscopic stand-alone operations. The crowded situation at the OR table is additionally deteriorated by the second trolley and the additional monitors for the complementary view. Dedicated “hybrid ORs” are helpful with boom-mounted video screens and peripheral devices (
Fig. 9.7). For endoluminal endoscopy, CO2should be regularly used
since it is faster reabsorbed.
Combined Laparoscopic-Endoscopic Procedures and NOTES
Figure 9.7 Combined laparoscopic-endoscopic intervention: Resection of a spherical gastric tumor of the gastric fundus visible in the endoscopic image (1). The surgeon (A) touches the area from outside with his laparoscopic instruments. The endoscopist (B) observes this manipulation and helps to find the appropriate approach. Both A and B must have an insight into the corresponding site. A minimum of four screens is required. The picture-in-picture mode is a way to save the additional two monitors but is significantly less comfortable
[4]. From MITI.
359
CLEP is gaining importance in the clinical treatment of early oncologi-
cal lesions, but some methodological deficits still have to be eliminated
[7].
A special variant of combined laparoscopic-endoscopic surgeries is the so-called “safety laparoscopy” during NOTES operation. The NOTES intervention is monitored by a small (5 mm) laparoscope via the navel (see
Section 9.2: Natural Orifice Transluminal Endoscopic Surgery -
Surgery without Visible Scars).

9.2 NATURAL ORIFICE TRANSLUMINAL ENDOSCOPIC SURGERYSURGERY WITHOUT VISIBLE SCARS

It is the vision of all physicians to heal without blood and scars. The use of natural orifices into the human anatomy is one approach to come closer to this goal. If the abdominal cavity is entered via an incision through an internal lumen, the resulting scar is invisible.
The true history of NOTES began in 1901, when Dimitri Oskarovich Ott of Petrograd, Russia, performed the first endoscopic
360 Biomedical Engineering in Gastrointestinal Surgery
examination of the abdominal cavity through a posterior vaginal incision using a head mirror and a speculum. He examined the pelvic and abdom­inal viscera and termed the procedure “ventroscopy.” This approach remained an exception over decades in visceral surgery, whereas gynecol­ogists started to perform, e.g., hysterectomies through the vagina. In 1998, Hans Seifert in Frankfur t, Germany, introduced the technique of transgastric drainage of pancreatic necrosis. He was, thus, the first physi­cian in the history of visceral medicine to perform surgical interventions without laparotomy.
Abdelghani and Mesallum had a paper in Benha Medical Journal describing “the microaccess approach”—a novel method to access internal organs via natural body tracts. It was a pilot feasibility study of the transe­sophageal access into the thorax
[8] but did not gain much attention at
that time.
In 2004, the first published report of peroral endoscopic access to the peritoneal cavity with liver biopsy in an animal model was described by Kalloo. NOTES in humans was first carried out by Rao and Reddy in India in 2005. Using a transoral, transgastric approach, these surgeons suc­cessfully carried out an appendectomy. In 2006 in the United States, the American Society for Gastrointestinal Endoscopy and the Society of Gastrointestinal Surgeons (SAGES) established a Working Group on Natural Orifice Translumenal Endoscopic Surgery (NOSCAR). In an attempt to advance NOTES through cooperation and complementary approaches, the members of this group published a so-called “White Paper” to identify goals and tasks in order to make NOTES mature for clinical purposes
[9]. Since then gastroenterologists and surgeons around
the world have participated in the development of NOTES surgery. In Germany, the first NOTES surgery was performed in June 2007 by the team of Zornig in Hamburg. However, up to now (2016) a real break­through has not yet been achieved due to the abundant number of technological problems which were first documented in a SAGES white paper (
Table 9.1). All of them will be described in this chapter.
The position of NOTES in between internal medicine and surgery is illustrated in
A general definition of NOTES was coined by T. H. Baron
Fig. 9.8.
[10] in
2007:
NOTES implies surgery endoscopically by initially passing the endoscope transorally or transanally, then transluminally into areas that would not otherwise be accessible endoscopically, such as the abdomen and pelvis.
Combined Laparoscopic-Endoscopic Procedures and NOTES
Table 9.1 Potential barriers to clinical practice (according to [9])
Access to peritoneal cavity Gastric (intestinal) closure Prevention of infection Development of suturing device Development of anastomotic (nonsutur ing) device Spatial orientation Development of a multitasking platform to accomplish procedures Control of intraperitoneal hemorrhage Management of iatrogenic intraperitoneal complications Compression syndromes Training other providers
361
Figure 9.8 A comprehensive therapeutic armamentarium for the interventional treat­ment of visceral diseases: NOTES requires both perfect endoscopical skills as well as sound surgical experience. From MITI.
This definition was reasonably extended by the German NOTES asso-
ciation in 2009
[11]:
NOTES may be performed through other natural orifices as well (e.g., vagina,
urethra). Both flexible and rigid instruments may be used.
This addendum was necessary, since it explicitly included the vaginal
approach, which is today the most relevant one.
Prior to the detailed discussion of biomedical engineering (BME) aspects of NOTES, it has to be pointed out that the term “NOTES” does not describe one global entity. For example, a NOTES appendec­tomy via a transgastric access is not the same as a transvaginal NOTES appendectomy. NOTES solely performed through one GI approach dif­fers from laparoscopically assisted NOTES procedures. Basically, NOTES
362 Biomedical Engineering in Gastrointestinal Surgery
procedures can be subdivided according to numerous criteria. The most relevant ones are
[12]:
Flexible versus rigid NOTES: NOTES can be performed by means of rigid (laparoscopic) inst ruments or by flexible endoscopes. Rigid NOTES (e.g., transvaginal cholecystectomy) is—when possible—easier to perform than flexible endoscopy with flexible endoscopes (e.g., appendectomy).
Hybrid versus “pure” NOTES: The original vision was to perform the surgery just by one natural opening of the body, but it became soon clear that transluminal interventions become easier to perform and safer if con­comitant laparoscopic surveillance is provided (“safety laparoscopy; see
Section 9.1: Combined Laparoscopic-Endoscopic Procedures (CLEP)).
NO TES determined by the orifice: The type of the orifice selected has a major influence upon the instrumentation and the surgical technique (see
Section 9.2.1: Access into the Abdominal Cavity). Theoretically, the mouth,
the anus, the vagina, and the urinary tube can be tak en into consideration.
Direct-target versus distant-target organ NOTES: In direct-target NOTES, the abdomen is entered more or less directly (e.g., via the rectum or the vagina). If the incision is made into the stomach, a far longer distance (with increasing navigation problems) has to be overcome.
Independent upon the respective subdivision, there are ongoing chal­lenges for NOTES. To deal with them in detail, it is helpful to consider the barriers to the clinical introduction of NOTES as defined by the NOSCAR group
[9].
Most of the 11 “barriers” relate to biomedical engineering, in particu­lar intestinal closure, the development of suturing devices, multitasking platforms, and anastomotic instruments.
At any rate, to make NOTES mature for clinical purposes is one of the biggest challenges for BME in clinical medicine.

9.2.1 Access into the Abdominal Cavity

The idea of NOTES is to perform abdominal surgery without any visible scars. Accordingly, natural orifices shall be used to enter the abdominal cavity. Four accesses are conceivable (
Unfortunately, an “ideal” access does not exist. Each of them has its strengths and weaknesses (
Table 9.2).
It is amazing how doctors modified well-established endoscopic tech­niques to create new, safe NOTES access techniques. The so-called
Fig. 9.9).
Combined Laparoscopic-Endoscopic Procedures and NOTES
Figure 9.9 Four accesses into the abdominal cavity: (A) Transesophageal/transgastrical: Through the gullet/stomach. (B) Transection through a female pelvis. The accesses from the left to the right: Transvesical: Through the urinary bladder; Transvaginal: Through the female genitalia (vagina); Transrectal/transsigmoidal: Through the rectum/sigmoid colon. All from M. Scholle.
Table 9.2 The main advantages and disadvantages of access
Stomach Colorectum Vagina Urinary bladder
Advantages Low germ load Short distance
to the entry point, even large bore instruments
Disadvantages/
shortcomings
Long distance
between mouth and stomach; Difficult closure of the entry site
Risk of
infection
Simple, safe
access with a low rate of complication
In female
patients only
Easy, safe, very
low risk of contamination
Only for small
bore flexible instruments
363
“Achilles heel of NOTES” is to create an entrance into the peritoneal cavity without any har m to the adjacent organs and which can be reliably occluded afterwards.
9.2.1.1 Transgastric Approach
The stomach is easily accessible with the flexible endoscope, and endosco­pists are familiar with the management of wall lesions, bleeds, and even perforations. Accordingly, the gastric access was selected first in the begin­nings of NOTES. If no acid suppressive medication has been administered before, the low pH value in the stomach prevents germ load.