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445Tracking and Navigation Systems

11.1 OPTICAL TRACKING SYSTEMS

OTS are currently standard in clinical applications (Table 11.1).
The 3D position of an object is triangulated between two or more cameras with overlapping projections. The object whose position shall be tracked has to be equipped with markers. Markers can be passive (light reflectors) or active (light emitters, commonly by LEDs). If not only posi­tion but also orientation is required, several ($ 3) markers have to be arranged at a known geometry. The 2D information of each single cam­era are combined to calculate the spatial position and orientation of the body carrying the markers.
Infrared (IR) tracking systems are the most common optical systems, but videometric tracking systems are also available. Laser tracking systems do not play an important role in clinical settings.
There are a variety of OTS image-guided applications, includ­ing surg ical procedures in ear, nose, and throat (ENT) medicine, neurosurgery, motion correction during imaging acquisition, or image-guided therapy procedures, perfor med manually or using robotics.
Instead of infrared cameras, videometric tracking systems use one or more calibrated cameras to detect and track specially marked objects with a known pattern of features. These markers are identified by patterns on video image sequences ( the pattern with known features are then used to define a vector going from the sensor to the pattern. If more than at least three vectors are
Fig. 11.2A). The different 2D projections of
Table 11.1 Key facts of optical tracking systems
Typical applications
Tracking of rigid
endoscopes (e.g., for liver surgery), Tracking of ultrasound probes
Strengths and weaknesses
High accuracy,
No interference, Line-of-sight restrictions, Bulky design
Recent developments
Application-
specific
technologic
solutions
Research potential and future trends
Miniaturization,
Combination with other tracking systems
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Biomedical Engineering in Gastrointestinal Surgery
Figure 11.2 (A) Probes with markers of a videometric tracking system; (B) Passive IR tracking markers. (B) Courtesy: NDI.
available, the position and orientation of the target is computed. One common videometric system is the MicronTracker of ClaroNav, Inc, Toronto, Canada.
Infrared tracking systems use only light of approximately 900 nm in wavelength, so that IR systems are independent of ambient light. Both active as well as passive IR tracking systems are used in practice. Active systems track IR rays emitted by a series of light-emitting diodes (LEDs) located on the surgical instruments. The LEDs are tracked by either two planar or three linear CCD units forming the camera module. Further more, LEDs are fired sequentially and are detected by each CCD unit. The central unit uses a process of triangulation based on the known geometric configuration and firing sequence of each LED and the known, fixed distance between the CCD elements. A minimum of three noncollinear LEDs are necessary for determining six degrees-of-freedom position information
[3]. Since the LEDs must be powered, active systems
are traditionally wired systems.
Passive IR tracking systems apply retro-reflective markers, also called reflecting spheres, that are attached to instruments and reflect IR light. In contrast to active tracking systems, passive systems provide wireless tracking (
Fig. 11.2B).Thepatternofthereflectivemarkers,
which has to be unique for each tracking probe, is identified on a 2D image. For this reason, these systems are always equipped with 2D CCD cameras
[4].
With optical systems, submillimeter accuracy is possible, but a steady line-of-sight between the markers and the stationary system is needed (
Fig. 11.3).
The mode of function is depicted in
Fig. 11.4.
Tracking and Navigation Systems
Figure 11.3 (A) Tracking system for active and passive tools; (B) reflecting spheres for passive tracking. Courtesy: NDI.
447
Figure 11.4 Comparison of active and passive IR tracking systems. From NDI Optical Measurement Technology, , 2013 [accessed 01.09.16]
http://www.ndigital.com/medical/technology-optical.php. ;
[3].
Strengths and Weaknesses
Optical systems, especially LED-based systems, benefit from their very
high accuracy
[57]. The technical accuracy of OTS is in the range of
0.1 to 1.4 mm. NDI, Waterloo, Canada, a manufacturer of optical and electromagnetic tracking systems (EMTS), reports a theoretical accuracy of 0.25 mm
[8]. In contrast to EMTS, OTS avoid the field distortion pro-
blems associated with EM trackers, have nearly no interference with other IR devices in the operating room, and do not necessarily require wired sensors. With optical systems, the field of view is large, but the line-of­sight restrictions are a significant disadvantage, often making them impractical for laparoscopic procedures. Markers can certainly be placed at the end of instruments outside the body, but this will degrade the tracking accuracy for long tools inserted into the body
[9]. Additionally,
the registration procedure of the markers is time-consuming, and can lead to target reg istration errors of up to 3 mm positional differences.
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Biomedical Engineering in Gastrointestinal Surgery
Recent Developments and Current Research
The main disadvantage of OTS, the line-of-sight restrictions, cannot be overcome. Further developments are more application-oriented than oriented toward general improvements of the technology. In 2011, a guidance system that simplifies lung interventional procedures with needles was developed. It uses cheap single-use materials and integrates CT images into both the preplanning of the surgery and the verification of the needle target access.

11.2 ELECTROMAGNETIC TRACKING SYSTEMS

EMTS are tracking technologies in which magnetic fields of known geometry are used to determine the position and orientation of sensors by measuring magnetic flux. The magnetic reference field is either produced by permanent magnets or electromagnetics. Permanent magnets are not relevant for biomedical purposes; artificially induced magnetic fields prevail. The geometry of the emitting coil assembly and the type of current determine the shape and geometry properties of the field. For the measurement inside the field, specific magnetic sensors are required.
Therefore, typically an EM tracking system consists of three compo­nents: the sensor(s), a field generator (FG), and a central control unit (
Fig. 11.5). The FG has to create the position varying magnetic field, or,
more precisely, three different magnetic fields of a well-defined geometry, which is used to establish the coordinate space. The most important fea­ture of the FG is the tracking volume, i.e., the area around the generator where sensors can be tracked reliably. The sensors attached to the tracked
Figure 11.5 (A) Schematic illustration of electromagnetic tracking: 1. Field generator;
2. Sensors fixed to landmarks of the body; 3. Sensor integrated into the surgical instrument; (B) EM tracking system with field generator, system control unit, and sen­sors. Courtesy: (A) MITI, (B) NDI.
Tracking and Navigation Systems
449
object induce current in the small containing coils. The system control unit controls the FG and interprets the current induced by the sensors to determine the position and the orientation. Today, a broad range of EM sensors adapted to various applications and requirements are on the market (
Fig. 11.6).
EM tracking systems can be divided in three categories:
AC tracking systems
DC tracking systems
Passive systems. In AC tracking systems, driven by alternating current (AC), search
coils use inductors to determine the magnetic flux as a function of the time. Thus, an alternating magnetic field is needed for these sensors to measure a voltage.
Figure 11.6 (A) Different DC trackers with sizes from 5 to 1.3 mm; (B) Polhemus AC tracking sensor; (C) miniaturized 6 DoF AC tracking sensor; (D) wireless EM tracking sensor for target position monitoring during radiation therapy. From Franz AM,
Haidegger T, Birkfellner W, Cleary K, Peter TM, Maier-Hein L. Electromagnetic tracking in medicinea review of technology, validation, and applications. IEEE Trans Med Imaging 2014;33(8):170225
[10].
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Biomedical Engineering in Gastrointestinal Surgery
DC tracking systems use quasistatic direct current (DC) and use fluxgate sensors to determine the position and orientation. Fluxgate sensors consist of two inversely arranged inductors to measure the second harmonic Fourier component of the magnetic field. A fluxgate can vectorially measure mag­netic fields which are static or alternating with a low frequency.
AC tracking systems can determine distances by use of Hall Effect sen­sors, operating as an analog transducer, directly returning a voltage, but are of less relevance for exact positioning.
Today, very reliable and very small sensors are available. Even if first wireless devices were introduced in radiation therapy, still in most applica­tions the sensors have to be connected to the control unit with cables. However, a cable is always required to connect them with the control unit.
EM-based surgical navigation and tracking systems are the most com­mon choice for laparoscopic surgery, flexible endoscopy, and other mini­mally invasive procedures because a clear line-of-sight is not required between the base station and the attached sensors.
Fig. 11.7 gives an over-
view of the specially designed antennas (field generator) for clinical use.
The tracked coils are placed near the end of the tip of the instrument. It is possible to track miniaturized sensors designed for integration into surgical tools and instruments, such as needles, catheters, probes, and scopes (
Fig. 11.8).
EMTS reach a technical accuracy in the range of 0.17 to 1.4 mm
[11]
under laboratory conditions, but it is significantly lower in clinical use.
Figure 11.7 A selection of FGs currently in use. From Franz AM, Haidegger T, Birkfellner W, Cleary K, Peter TM, Maier-Hein L. Electromagnetic tracking in medicinea review of technology, validation, and applications. IEEE Trans Med Imaging 2014;33 (8):1702-25
[10].
451Tracking and Navigation Systems
Figure 11.8 (A) An extremely miniaturized EM sensor. (B) Shape sensor, a series of seven EM tracking sensors integrated into a catheter. All from MITI.
Table 11.2 Key facts of electromagnetic tracking systems Typical applications
Strengths and weaknesses
Recent developments
Research potential and future trends
Laparoscopic
surgeries
Flexible
endoscopy
Catheters Less accuracy Electromagnetic
No line-of-sight
restrictions
Integrable into
every tool
Field distortion
electromagnetic objects
Miniaturization Improved accuracy
Integration Extension of the
tracking volume
immunity
Strengths and Weaknesses
A major advantage of EMTS is the fact that they do not have line-of­sight constraints; hence, there is no danger of interrupting navigation. The sensors can be very small and integrated into nearly every tool or device so that the tracking point of the surgical instrument can be closer to the anatomical structures than with OTS. That leads to the ability to track flexible endoscopes and catheters, which is the main advantage of EMTS. Since EMTS navigation is based on tracking the coils of the instrument, the relationship between the coils must not be changed during the procedure
[11] (Table 11.2). The most serious drawback is
field distorsion due to external EM sources.
Recent Developments and Current Research
The use of EM tracking is already clinically established in colonoscopy. The ScopeGuide (Olympus, Tokyo , Japan) shows an accurate 3D
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Biomedical Engineering in Gastrointestinal Surgery
reconstruction of the endoscope position and configuration within the colon. The 3D inforamtion generated by the electromagnetic tracking is then dis­played in split-screen mode of both the anterior-posterior and lateral vie w.
The focus of current developments in EMTS technology is the improvement of EMTS accuracy. Currently, they cannot compete with OTS in terms of tracking accuracy. Additionally, the range of the magnetic field needs to be extended to minimize the spatial limitations of surgeries with EMTS.
One new promising technique for biomedical tracking are superconducting quantum interference devices; however, further research is still necessary
[11].

11.3 FIBER BRAGG GRATING SENSORS

Fiber sensing is a new technology based on the principle that the wave­lengths of reflected light differ under distinct circumstances, such as a change of temperature or strain, that are achieved by an interference pattern in the optical fiber
FBG is using the effect that a temperature difference, a strain, an acceleration or a tilt has an impact on a change of the index of diffraction, which is caused by concave gratings inside the optical fiber. In diffraction grating, the emitted light is refracted and reflected. The recording of these diffractions by a special camera (inter rogator) allows the measurement of differing environmental influences, such as strain
[12].
[13] (Fig. 11.9).
Figure 11.9 Basics of fiber-optic 3D tracking: (A) Normal grating pattern in the straight position; (B) depending on the direction, the bars are either dilated or com­pressed; (C) positioning of three FBGs into one catheter in 120° and respective calcu­lations to compute bending in x- and y-direction. Courtesy: T. Schossig, MIOPAS
GmbH, Goslar, Germany.
Table 11.3 Key facts of fiber bragg grating
Typical applications
Strengths and weaknesses
Recent developments
453Tracking and Navigation Systems
Research potential and future trends
Pressure,
temperature,
and configuration measurement
Lightweight and
small size
Multiplexing
capability
Simultaneously
sensitive to temperature, strain, and pressure
Cost reduction Specially tailored
optical fibers
Optical fibers
with FBG to become standard
for medical applications
If the fiber cladding and core are applied at different points with dif­ferent influences, such as a temperature difference, a strain, an accelera­tion, or a tilt, the refractive index is changed and another wavelength change is seen in the interference reflection. The measurement is thus based on a change in wavelength. The absolute wavelength of the indi­vidual measuring points is used for a defined state to be calibrated. A cascading set of different sensors is not a problem
[14] (Table 11.3).
One end of the optical fiber is pro vided with an optical connector , such as those used in the telecommunication and information technology indus­try. With this connector, the fiber is connected to the polychr omator, which contains an LED with a special spectrum that is emitted into the fiber.
The optical fiber includes a light-conducting core, which is set with impurity atoms (doping).
The core is enveloped by the cladding. It reflects stray light back into the core minimizing the loss of light even over long distances.
Multiple measurement points, precise and different interface patterns, may be introduced at any position in the fiber during manufacture. This is done by different high-energy UV exposures of the doped fiber to an interference pattern, depending on the UV light exposure. Due to this exposure, there is a periodic arrangement of refractive index differences in the fiber core. It creates about 10,000 semipermeable mirror surf aces with uniform distances at a measurement point. In every periodic refrac­tion change a narrow wavelength is reflected. These reflected light signals superimpose to one large reflection at a particular wavelength when the grating period is approximately half the input light’s wavelength. This is
454 Biomedical Engineering in Gastrointestinal Surgery
referred to as the Bragg condition (Equation 11.1), and the wavelength at which this reflection occur s is called the Bragg wavelength. Different wavelengths will pass the FBGs without attenuation
[15]. As a protection
against external influences and for mechanical reinforcement, the so-called buffer coating covers the core and the cladding
[12].
Equation 11.1 Bragg condition, where λBis the center wavelength, n index, and Λ the period of the index modulation and strain dependence of the parameters n and Λ, the wavelength of the reflected component will also change as a function of temperature and strain.
[15]. Because of the temperature
the effective
eff
Strengths and Weaknesses
The main advantages of FBG are the lightweight and small size of the optical fiber, as well as the excellent performance in hazardous environ­ments and its immunity to electromagnetic and radio frequency interfer­ences. In addition, the optical fibers can be very long without losing information quality. It is possible to use single and multipoint sensors, since optical fibers have a high multiplexing capability.
However, there are also some limitations that come along with grat­ing. The most fundamental disadvantage is the fact that they are simulta­neously sensitive to strain, temperature, and pressure. Hence, adequate temperature compensation is always essential in the design and commer­cialization of reliable and repeatable physical sensors
[16].
For technical applications, FBGs are already available as:
Temperature sensors
Strain sensors
Displacement sensors
Tiltmeters
Pressure sensors.
Medical Applications, Navigation
Future fields of application for FBG sensors depend g reatly on a cost reduction and the development of specific application fields with purpose built fibers.
One of the first commercially available applications is the pressure sensor in the TactiCath Quartz ablation catheter (St Jude Medical, St. Paul, Minnesota, United States).
Navigation could become a key application since multiple FBGs inte­grated into catheters, endoscopes, or introduced into anatomical structures (bile duct, blood vessels) could help to define precisely the shape and position oftherespectiveitem.Thetinydiameterisparticularlyfavorable.Asan