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11
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Instrument Set andEquipment
173
In this chapter, we examine the armamentarium for dental
local anesthesia, mainly needles, cartridges, syringes, and
other instruments.
Needles
Needles enable the local anesthetic solution to pass from
the cartridge to the tissues surrounding the tip. Current
dental needles are disposable (singletipped for use in cartridge- type syringes (ISO 7885:2010).
They were introduced in 1959 (Dobbs1965) and the early
1960s (Bedrock et al.1999; Pogrel2009), and are recommended for use in dentistry by the Council on Dental
Materials and Devices of the American Dental Association
(ADA) (Alling and Christopher1974). This type of needle
has the advantage that it resolves some of the older problems (Alling and Christopher1974), namely, loss of sharpness and barbing owing to repeated use, breakage of the
needle owing to metal fatigue, and cross- infection resulting from the needle being used in more than one patient.
Needles come in individual wrappers and are sealed with
protective caps that maintain the sterility ensured during manufacture using ethylene oxide or gamma irradiation (Oikarinen
and Perkki1975a; Council on Dental Materials1986).
Needles are made of flexible stainless steel (18/8 type) to
prevent them from breaking if bent. According to the manufacturer, the metal contains up to 17 compounds, the
most important being iron, chrome, and nickel (Oikarinen
and Perkki1975a). It is important to note that the manufacturing technique and the composition can affect the
characteristics of rigidity and deflection (Robinson
etal.1984; Van der Bijl and Rossouw1996).
Modern disposable dental needles of all lengths and
gauges are very resistant to breakage resulting from traction
or bending and easily exceed safety standards (Oikarinen
and Perkki 1975a; Cooley and Robinson 1979; Robinson
use) and double-
etal.1984; Van der Bijl and Rossouw1996; Tomas etal.2000).
Nonetheless, it is important to note the following: (i) the finest 30G needles are weaker than thicker gauges (27 and 25G)
(Oikarinen and Perkki1975a; Robinson etal.1984; Tomas
etal.2000; Pietruszka etal.1986; Bhatia and Bounds1998;
Zelster etal.2002) and (ii) the hub is the weakest part of the
needle and the point where most break (Pietruszka
etal.1986; Bhatia and Bounds1998; Zelster etal.2002).
Parts ofa Needle
Modern double- tipped disposable needles comprise the
following parts (Figure11.1).
Anterior Part
This is the active part of the needle, which penetrates the
tissues and is in turn made up of the following:
● The shaft, or shank. This is the external part, which is
characterized by being very polished and smooth (Van
der Bijl1995), as well as being covered by a thin layer of
silicone to ensure that the shaft passes easily through the
tissue with the least resistance, thus making the insertion less painful (Winther and Petersen 1979; Van der
Bijl1995). The silicone layer also helps to prevent oxidation of the metallic surface (Van der Bijl1995).
● Tip. Current needle tips are tribevel with an eccentric
bevel on one side, a main bevel, and two secondary bevels on the beveled surface of the main bevel (Figure11.2).
This modern concept is based on multibevel tips or
scalpel points ensure the best possible edge and reduce
the force of penetration, thus decreasing pain and injury
in the mucosa and tissues (Winther and Petersen1979;
Lehtinen and Oksala 1979). The bevel angles are also
shallow (9–12°) to reduce deflection as the needle crosses
the tissues (Aldous1968; Robinson etal.1984; Stacy and
Hajjar1994; Meechan2002).
Local Anesthesia in Dentistry: A Locoregional Approach, First Edition. Jesús Calatayud and Mana Saraghi.
© 2024 John Wiley & Sons Ltd. Published 2024 by John Wiley & Sons Ltd.
Companion website: www.wiley.com/go/Calatayud/local
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Anterior sheath
needle
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174
Posterior sheath
Multibevel front tip
Adapter
Anterior
needle
Figure11.1 Parts of a disposable double- tip needle.
Source:Redrawn with modifications from Jastak etal. (1995).
Shaft Hub
Posterior
● The hub separates the anterior part of the needle from
the posterior part. It is the weakest part and the point
where the needle usually breaks, therefore the needle
must never be completely inserted into the tissues up to
the hub (Pietruszka etal.1986; Bhatia and Bounds1998;
Zelster etal.2002).
● The socket, or adapter, is the point where the needle is
attached to the mouth of a cartridge-
type syringe. Plastic
sockets lack an internal thread. The thread is created by
screwing the socket onto the threaded mouth of the
syringe. Metallic sockets are already threaded. Many
manufacturers place a triangle or arrow or some other
mark on the socket to help the dentist align the needle
with the bevel.
Posterior Part
This is a shorter needle (17–25 mm) that perforates the
diaphragm of the cartridge and is located inside the
syringe. Its tip is beveled at a steeper angle (15–55°)
(Meechan 2002). Manufacturers sometimes make the
back part of the
needle too short, in which case it does
not perforate the diaphragm of the cartridge, or too long,
thus leaving anesthetic solution inside the cartridge
because the plunger cannot reach the final stage owing to
its contact with the posterior part of the excessively
long needle.
Of note, the lumen of the needle has a rough surface
(Oikarinen and Perkki1975a) (Figure 11.3) and a larger
lumen does not make injections less painful (McPherson
etal.2015).
Figure11.2 Multibevel tip of double- tip disposable needles.
It is interesting to observe that once injected, the anesthetic solution spreads around the tip of the needle in an
oval, with approximately equal quantities on both sides of
the bevel.
Middle Part
This part is in turn composed of two parts, the hub and the
socket (adapter).
Figure11.3 Lumen of the needles with an irregular surface.
Source: Drawn from Oikarinen and Perkki (1975a).
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Needles 175
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Protective Sheath
This is the sheath that keeps the needle sterile and sealed.
It is formed by two protective caps:
● The anterior cap, which covers the front, or active, part
of the needle and is fitted to the socket or adapter.
● The posterior cap, which covers the short posterior nee-
dle and is fitted to the socket or adapter. At the same
time, it overlies the anterior cap so that it is the first part
to be removed when the seal is broken. The needle can be
screwed into the anterior part or needle adapter of the
syringe, while the anterior part of the needle remains
covered and is protected.
Where the protective caps join, at the level of the adapter,
there is a label showing the gauge, length, manufacturer,
and expiry date of the needle (Meechan2002).
Lengths andGauges
As we shall see, length and gauge (G) play a key role in the
selection of needles for the various anesthetic techniques.
Table11.1 shows the different lengths of needle in the
active (anterior) part, which is that running from the hub
to the tip. As we can see, there are three lengths – long,
short, and extrashort– although each varies depending on
the manufacturer. However, the most widely used lengths
at present are shown.
The gauges used during the first half of the twentieth
century were thick (20 or 23G), although after the Second
World War new needles appeared. These were made of
stainless steel and were much more resistant and flexible,
Table11.1 Lengths ofneedles.
Length
Type Millimeters Inches
Long 41 15/8
38 1½
35 1 ⁄
30 1 ⁄
Short 25 1
20 ¾
Extra-
short 12 ½
10 —
8 ⁄
The most common gauges used in dentistry are shown in bold.
therefore the gauge could be reduced to 25G (Harrison1948).
Each gauge has an external diameter (gauge) and an internal diameter (lumen): the smaller the gauge number, the
thicker the external and internal diameters of the needle
(Table11.2). The main gauges used at present are 25, 27,
and 30G. However, by far the most widely used is 27G
(Alling and Christopher1974).
Needles: Critical Aspects
Needles are subject to limitations that should be clarified to
facilitate appropriate choice and use.
Table11.2 Needle gauges.
International Gauge External diameter Internal diameter
gauge France Millimeters Inches Millimeters Inches
20G 90/100 0.90 0.360 — —
22G 70/100 0.70 0.280 — —
23G 60/100 0.60 0.024 0.30 0.012
25G 50/100 0.50 0.020 0.25 0.010
26G 45/100 0.45 0.018 0.25 0.010
27G 40/100 0.40 0.016 0.20 0.008
28G 35/100 0.35 0.014 0.20 0.008
30G 30/100 0.30 0.012 0.15 0.006
32G 26/100 0.26 0.010 — —
The most common gauges used in dentistry are shown in bold.
Source: Data from Oikarinen and Perkki (1975a), Council on Dental Materials and Devices (1978), Trapp and Davies (1980), Lehtinen (1983),
Jastak etal. (1995), Meechan (2002), Malamed (2004), Gaudy and Arreto (2005), and ISO 7885 (2010).
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176
Aspiration andGauge
Poiseuille’s law describes the relationship between diameter
and resistance to flow of a liquid in a tube, intravenous catheter, or needle. The resistance to flow is inversely related to
the radius to the fourth power. For example, if the internal
diameter of the needle (lumen) is halved, the resistance to
the flow of liquid inside the needle increases 16- fold
(Wittrock and Fischer1968). Furthermore, as blood transports formed elements (red cells, lipoproteins, etc.)
(Guyton 1976), it is three to four times more viscous and
dense than water, with the result that resistance is greater.
Both invitro studies (Smith1968a,1968b; Wittrock and
Fischer 1968; Cooley and Robinson 1979; Piesold
etal.1998) and clinical studies (Cohen etal.1969; Watson
and Colman 1976; Trapp and Davies 1980; Brownbill
etal.1987) have shown that blood can be aspirated with
fine, narrow gauges (30G) and thick gauges (25G).
However, the narrowest gauges (30G) have a slow and
reduced aspiration flow rate, since they must overcome
higher flow pressure (Smith 1968a, 1968b; Cooley and
Robinson1979; Piesold etal.1998). In addition, the evaluation of a true positive aspiration requires a sufficient
volume of aspirated blood such that a color change is noted
in the cartridge (Watson and Colman 1976). For this reason, it is not advisable to use 30G needles and we should use
27and 25G needles to ensure that aspirated blood is present
in sufficient quantities when a positive aspiration does
indeed occur and can therefore be seen by the provider
(Cooley and Robinson1979; Piesold etal.1998).
Pain andGauge
Most dentists think that smaller calibers (30 and 27G) cause
less pain during insertion and injection (Smith 1968a;
Cooley and Robinson 1979; Mollen et al. 1981; Van der
Bijl1995). However, clinical studies indicate that there is
little difference in the perception of pain; six clinical trials
revealed no statistically significant differences in the pain
produced by different gauges of needle (30, 27, and 25G)
and a further two trials show that the finest 30G needle produces less pain than a 27G needle (Table11.3). In any case,
the differences are negligible (even if they are statistically
significant, as in the latter two trials they were of minimal
clinical relevance). With respect to needles, the truly important factors involved in injection pain are as follows:
1) Design of the tip. This is possibly the most important fac-
tor (Lehtinen and Oksala1979) and the reason why modern needles are multibevel (Lehtinen and Oksala1979;
Winther and Petersen1979).
2) The fine layer of silicone covering the surface of the shaft
of the needle reduces resistance during insertion into tissue (Winther and Petersen1979; Van der Bijl1995).
Table11.3 Clinical trials that compare thepain caused by
dental injection withneedles ofvarious gauges.
Statistically significant
Nonsignificant results
Reference Gauge Reference Gauge
Fuller etal. (1979) 30G, 27G, 25G Ram etal.
Mollen etal. (1981) 27G, 25G Ghasemi etal.
Lehtinen (1983) 30G, 27G
Brownbill etal. (1987) 30G, 25G
Carr and Horton (2001) 27G, 25G
Flanagan etal. (2007) 30G, 27G, 25G
The gauges that produce the least pain are shown in bold.
results
(2007)
(2014)
30G,
27G
30G,
27G
As we shall see in Chapter 13, possibly the most
important individual factor involved in pain during insertion and injection is the skill/technique of the dentist
(Mollen etal.1981; Saloum etal.2000; Goodell etal.2000;
Ram and Peretz2003; Nusstein and Beck2003).
Deflection ofthe Needle andGauge
Deep linear insertions (e.g. regional block, such as
mandibular block) with cartridge- type syringes and the
palm-
thumb grasp (e.g. traditional technique) cause
theneedle to deflect as it advances owing to the quantity
of tissue taken up by the lumen (Jeske and Boshart1985).
This
deflection is toward the tip, that is, the side opposite
the bevel (Cooley and Robinson 1979; Hochman and
Friedman2000). The factors affecting this deflection are as
follows:
1) Gauge. The thicker the gauge, the more rigid the nee-
dle is and the less likely it is to deflect (Aldous1968;
Robinson etal.1984; Jeske and Boshart1985; Van der
Bijl and Rossouw1996; Hochman and Friedman2000),
therefore 25G needles (the thickest) are recommended
for regional block by specification no. 54 of the
Council on Dental Materials, Instruments and
Equipment of the ADA (Council on Dental
Materials1986), since these are the needles that are
least likely to deflect.
2) Length. The longer the needle is, the more likely it is to
deflect (Aldous 1968; Van der Bijl1995).
3) Bevel. The greater the angle is, the more likely it is
todeflect (Aldous1968); this is why current bevels have
shallow angles (9–18°) and the steep angles of previous
versions are no longer used.
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Figure11.4 Tip of nondeflecting needles (Truject®)
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vs.conventional needles.
4) Characteristics of the metal used and manufacturing
techniques. Needles of the same gauge and length from
different manufacturers deflect to different degrees
(Robinson etal.1984; Van der Bijl and Rossouw1996).
177
1) The use of short needles that are inserted deep into the
soft tissues as far as the hub, which is the weakest part,
where the needle usually breaks (Pietruszka etal.1986;
Bhatia and Bounds1998; Zelster etal. 2002). Around
50% of breakages in the dentist’s office occur in this situation (Annex 37).
2) The use of fine- gauge needles (30G), which are the
weakest and have proven to be more fragile in vitro
(Oikarinen and Perkki 1975a; Robinson et al. 1984).
Around 60% of breakages in mandibular block involve
needles of this gauge (Annex 37).
In conclusion, in regional block techniques such as
mandibular block, it is not recommended to use short needles, fine-
gauge needles (e.g. 30G), or short and fine- gauge
needles, all of which account for more than 75% of cases of
breakage (Annex 37).
The currently marketed fine 28G Truject® needle is
almost nondeflective during deep linear insertions owing
to the design of the tip, which is centered on the longitudinal axis of the needle (Figure11.4). This decreases the
central area by 75%, thus reducing the amount of tissue
taken up in the lumen as the needle advances (Jeske and
Boshart1985). The point of traditional needles is situated
eccentrically; if it is placed more centrally, the needle is
less likely to deflect (Aldous1968).
Lesions Caused by aBarbed Needle
Repeated use in the same patient leads to loss of the edge
at the tip in 80% of needles, thus causing tip of the needle
to bend or barb (Oikarinen and Perkki 1975a). Barbing
can be caused accidentally during preparation of the
syringe (Jastak etal.1995) – the most unusual cause –
and during injection, when the needle meets the bone
(Dentists’ Desk1983; Jastak etal.1995; Malamed2004).
When a barbed needle is removed and/or inserted at
another site (especially if the tip of the needle is deflected
outwards), it can damage the muscles (causing trismus),
the nerve stems (causing long- lasting paresthesia), and the
vessels (causing hemorrhage) (Stacy and Hajjar1994).
It is difficult to see a barbed needle, although it is easily
observed by wiping a sterile gauze across the tip, which
catches in the material (Dentists’ Desk 1983; Jastak
et al. 1995). A barbed needle should be discarded and a
new one selected; hence the recommendation to change
the needle after two to four injections (Dentists’ Desk1983;
Jastak etal.1995; Malamed2004).
Breakage ofNeedles
One of the main causes of needle breakage is the use
ofunsuitable needles in truncal block, owing to the depth
of the insertion. It is important to note the following causes:
Criteria forthe Selection ofNeedles
Given the above, we can list practical criteria for selecting
needles, depending on the technique and specific needs, as
follows:
● Long 25G needles (the thickest) should be used for deep
insertions in regional block, e.g. mandibular block, for
several reasons:
○ This is the gauge that is least likely to deflect during
deep insertions.
○ Aspiration is successful with 25G needles and in deep
insertions positive aspirations are common.
○ The injection is no more painful than with smaller
gauges (27G or 30G), as shown in clinical trials.
● Short 27G needles should be used for infiltrative tech-
niques that require little depth but successful aspiration,
for two reasons:
○ In these cases, a short needle is more comfortable than
a long one.
○ Aspiration is successful if a vessel is punctured.
● Short or extra- short 30G needles are recommended in
the following cases:
○ When it is not necessary to aspirate, since their ability
to reveal truly positive aspirations is very poor (see
Chapter13).
○ When it is not necessary to inject deep into the tissue,
since the needle deflects considerably more than with
other gauges and is at greater risk of breakage.
Cartridges
The cartridge is a cylindrical tube that encloses the anesthetic solution between an opening sealed by a rubber diaphragm at the anterior part and a plunger, or plug, at the
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Needle
Diaphragm
Does not
ach the
end
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178
adapter
Aluminum
cap
Figure11.5 Parts of a cartridge.
Body BackNeck
Plunger
re
posterior part (Figure 11.5). Cartridges are disposable
(acartridge can only be used for one patient) and have several advantages:
1) They guarantee the sterility of the anesthetic solution.
2) They are easy and quick to load and clean. Modern car-
tridges do not require the dentist to break the ampule,
draw up local anesthetic, and expel the air, therefore the
dentist’s skin does not come into contact with the solution, which may spill during these maneuvers.
3) They prevent contact with the metal of the syringe.
Acidic solutions with epinephrine and other sympathomimetic vasoconstrictors interact with metals to release
metal ions (nickel, zinc, copper) that irritate tissues and
cause pain on injection, especially copper ions
(Lundqvist etal.1948).
Cartridges were introduced in 1920 by the army surgeon
Harvey S. Cook, who compared them to a rifle cartridge, in
the sense that one cartridge per patient is loaded and
“fired” (Dobbs 1965). The Cook-
Waite company subsequently introduced the cartridge with the commercial
name “Carpule”, which became so popular that many professionals today use the term “carpule” for all cartridges
(Nevin and Putterbaugh1949).
Cartridge volume is worthy of comment. Initially,
cartridges contained 1, 2, and 2.5 ml (Nevin and
Putterbaugh1949). The 2- ml cartridges contained 1.8 ml
of anesthetic solution, with 0.2 ml taken up by the plunger.
From 1950 onward, the standard 1.8- ml cartridge became
widely used (Gruber 1950). At present, use of these cartridges is standard practice throughout the world (Dentists’
Desk1983; Malamed2004). They measure 63–65
mm in
length and 8–9 mm in diameter (Meechan2002). The cartridges make it possible to inject up to 1.7 ml of anesthetic
solution since the other 0.1 ml is trapped in the neck of the
cartridge between the diaphragm and the plunger (Cannell
etal.1975).
Cartridges containing 2 and 2.2 ml are currently availa-
ble, but only in certain countries, such as the United
Kingdom and Australia. They are used less frequently
because, being longer, holding the syringe is difficult when
the dentist has small hands, thus hampering the aspiration
maneuver.
The tube is made of one of two materials: (i) glass, which
is better quality, with the result that most anesthetic solutions come in this type of container, and (ii) plastic, which
is only used in some countries and is worse, for the following reasons:
1) The plunger does not move as easily or as smoothly
against plastic as against glass (Jastak et al. 1995;
Malamed2004).
2) Plastic is less transparent, thus making it more difficult
to evaluate positive aspirations (Jastak etal.1995).
3) Spills and leaks of solution are more common during
injection than with glass cartridges (Malamed2004).
4) Resistance to pressure is half that of glass cartridges,
therefore they are not recommended for the periodontal
ligament technique (Table18.2, Chapter18). Plastic cartridges have the advantage that they do not break under
pressure, but the tube becomes deformed and the anesthetic solution leaks out (Meechan etal.1990).
Of particular interest is the fact that the diaphragm and
the plunger contain small quantities of latex, therefore
latex allergens may be present in the solution (Brown
etal.2002). However, to date there have been no reports of
allergy to latex via local anesthetic cartridges (Shojaei and
Haas2002).
Parts ofa Cartridge
Anterior Part or Needle Adapter
This part comprises the diaphragm, a fine latex membrane
through which the needle penetrates, and the aluminum
cap, which is generally silver in color and surrounds and
holds the diaphragm to the needle adapter (Figure11.5).
The aluminum must not come into contact with the local
anesthetic solution, since this can speed up the degradation of sympathomimetic vasoconstrictors such as epinephrine (Milano etal.1982).
Neck
The needle adapter is joined to the body by a narrowing of
the glass tube, where 0.1 ml of anesthetic solution is
trapped and therefore cannot be injected (Cannell
etal.1975).
Cylindrical Body
The body is made of transparent glass in order to see blood
clearly in positive aspirations and the volume injected via
the movement of the plunger. The cylinder is the body of
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the syringe. As the plunger advances down the syringe
pushed by the piston of the syringe, it can inject the solution via the needle.
Posterior Part
The posterior part contains the plunger or rubber stopper
that is inside the cylindrical tube. This rubber stopper does
not reach the end of the tube; if it does reach the end, then
this could indicate that the solution is contaminated. The
harpoon of the piston is attached to the rubber stopper
and thus enables aspiration. Its main function is to move
along the cylindrical tube pushed by the piston to inject the
anesthetic solution.
The plunger may be solid, which is the most usual case,
so that it can attach to the harpoon or the plunger support
system. Less often, it is hollow to house a special system
such as the blades of the Uniject® syringe (Meechan2002).
Other Elements
● Silicone lubricant on the interior surface of the cylinder
enables the plunger to slide smoothly along the glass
tube. This lubricant was previously paraffin (wax) or
glycerin. Both compounds could harden with time
orwith low ambient temperatures, thus creating resist-
ance to the movement of the plunger or making it move
along in fits and starts, especially at the beginning of the
maneuver (blocked or sticky stopper).
● There is a transparent security foil on the surface of the
cylinder. The foil serves the following purposes:
○ To prevent pieces of glass falling into the patient’s mouth
by limiting uncontrolled shattering of the cartridge if it
breaks owing to excessive pressure during injection (e.g.
during the periodontal ligament technique) (Rawson
and Orr III1985) or if it is cracked/split because of damage during transport (see Chapter21).
○ To facilitate administration of the exact volume of
anesthesia by means of a line along the axis of the cartridge that acts as a volume indicator (graduated scale).
○ To provide information on the name of the anesthetic
solution and vasoconstrictor, concentrations, commercial name, lot number, and date of expiry.
● Content color code. This code may be a colored ring
around the cylinder or the color of the rubber stopper or
the aluminum cap at the needle adapter. A ring code sys-
tem is used in the United States but not in Europe, where
manufacturers have their own codes, therefore different
brands can use the same colors on cartridges with differ-
ent contents.
Storage ofCartridges
To ensure optimal performance with good preservation
of the active ingredients, cartridges should be stored
following a series of norms that can be divided in two
groups: those that apply to all cartridges and those that
also apply to cartridges containing sympathomimetic
vasoconstrictors.
Norms forAll Cartridges
1) Store in their original packaging (Passon et al.1992).
Cartridges are not airtight compartments and may be
contaminated by chemical vapors (Chasteen etal.1988;
Passon etal.1992) via penetration of the rubber part of
the diaphragm or the plunger (Passon etal.1992); however, the package is completely closed and sealed.
Packages come in two formats: vacuum packed cans
with 50 cartridges, which are rarely used today, and,
more frequently, packages with five blister packs each
containing 10 perfectly sealed and closed cartridges (the
packages may also contain 10 blister packs).
2) Store in a dry place, since humidity tends to deteriorate
both the packages and the cartridges.
3) Return damaged or deteriorated packages because the
cartridges may be cracked or split and thus carry a risk
of breakage during injection and/or loss of stability of
the anesthetic solution (Meechan2002; Malamed2004).
Cartridges should also be returned if the aluminum cap
of the diaphragm in the needle adapter is dented or
damaged, since the underlying glass may also be broken
(Malamed2004).
Cartridges should never be stored in the following ways:
● Submerged in disinfectant, since this can penetrate the
cartridge and contaminate the anesthetic solution, leading to painful injections and long- term paresthesia
(Shannon and Feller1972; Shannon and Wescottt1974).
● Together with products that release chemical vapors,
such as resin solvents, since these too can penetrate the
cartridge (Chasteen etal.1988; Passon etal.1992).
Norms forCartridges Containing Catecholamines
Sympathomimetic vasoconstrictors such as epinephrine,
norepinephrine, and levonordefrin are all very sensitive to
degradation, therefore the expiry date appears on the cartridge (Hondrum etal.1993). In addition to the abovementioned norms, these cartridges are subject to additional
storage conditions:
1) Darkness, given that light speeds up oxidation of the
vasoconstrictors, especially epinephrine. By light, we
mean daylight (Gerke et al. 1977; Thoma and
Struve1986), fluorescent light in rooms (Hondrun and
Ezell1996), and ultraviolet light (Ciarlone and Fry1980).
2) The recommended storage temperature is 20–22 °C
(68–72 °F), which is equivalent to ambient temperature,
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180
with minimum and maximum values of 15–30 °C
°F) (Hondrum et al. 1993). High temperatures
(59–86
speed up oxidation of the catecholamines and therefore
their degradation (Fry and Ciarlone 1980; Kelly and
Dalm 1985; Thoma and Struve 1986), thus cartridges
should never be kept in cartridge warmers for long
periods.
3) Packages indicating that more than half of the lifetime of
the drug has passed, that is 18
months, should be rejected
before the expiry date (Dentists’ Desk 1983; Jastak
etal.1995), since the duration of the solution is 3
years.
Solutions previously lasted for a shorter period when
they were in good condition (Gerke etal.1977), although
with new manufacturing and packaging techniques, we
can extend the optimal time point until 18 months.
Studies of stored samples that have not yet reached their
expiry date show that the drugs are well preserved and
adhere to the minimum levels set by the United States
Pharmacopeia (USP) (Kirchhoefer et al. 1986a, 1986b;
Smith1991). Nevertheless, as time passes, it is important to
bear in mind the following:
● Anesthetics become more painful as their pH decreases
(Oikarinen etal.1975b; Moorthy etal.1984; Crose 1991),
since the sulfites become sulfates and release protons
(Hondrun and Ezell1996).
● Solutions lose potency as a result of the decrease in the
concentration of sympathomimetic vasoconstrictor (epinephrine): as time passes, the solution will contain lower
quantities of antioxidant (sulfite), which protects it
(Smith 1991; Hondrun and Ezell 1996), even if minimum levels are maintained (Smith1991).
Problems Affecting Cartridges
Dental local anesthetic cartridges may be subject to some
of the following problems:
1) Small bubbles (<1–2 mm). These are the remnants of
nitrogen used during manufacture to eliminate air and
oxygen from anesthetic solutions containing sympathomimetic vasoconstrictors and thus extend the half- life
of the catecholamines (Milano etal. 1982; Thoma and
Struve1986). These bubbles are harmless, and the cartridges can be used without risk for the patient (Dentists’
Desk1983; Jastak etal.1995; Malamed2004).
2) Signs indicating that the cartridge has been frozen,
namely, large bubbles (>2 mm, the main sign), extruded
plunger, and suspended particles. When a cartridge has
been frozen and then thawed, suspended particles may
remain inside (Hondrum etal.1993). These are formed
by the residue of lubricants such as silicone or paraffin
(Cooley and Lubow 1981). Furthermore, the extruded
plunger may compromise sterilization of the solution,
therefore these cartridges must be withdrawn (Dentists’
Desk1983; Jastak etal.1995; Malamed2004). Of interest, lidocaine with epinephrine solution freezes at –3 °C
(Hondrum etal.1993).
3) Extruded plunger. This situation is the result of a
plunger being frozen (see above) or of contamination of
the anesthetic solution. The contamination may have
been caused by chemical vapors (Chasteen etal.1988)
or by submerging the cartridge in disinfectant solution
(Shannon and Feller1972; Shannon and Wescottt1974).
In both cases, the contaminant enters the cartridge via
the semipermeable membranes, that is, the diaphragm
of the needle adapter or, even more likely, via the rubber
stopper (Fyhr and Brodin1987; Passon etal. 1992). In
any case, the cartridges should not be used owing to the
risk of injecting the patient with solution contaminated
by chemical products.
4) Corroded/rusted aluminum cap. When the corrosion is
white in color, it usually means that the cartridge has
been placed in a quaternary ammonium disinfectant,
which tends to cause an electrolytic reaction (Dentists’
Desk1983; Jastak etal.1995; Malamed2004). When the
corrosion is red in color, it means that in the box where
cartridge was stored another cartridge has broken and
its liquids have rusted the metal of the cap (Dentists’
Desk1983; Malamed2004). The cartridge should be disposed of in both cases.
5) Abnormal appearance of the anesthetic solution inside
the cartridge (Jastak etal.1995). The cartridge should
be disposed of in the following cases:
○ Yellow, brown, or dark- brown color. This is caused by
oxidation of epinephrine resulting from the formation of melanins and other inactive compounds.
While not toxic, the solution lacks vasoconstrictive
activity (Smith1920).
○ Particles and sediments from lubricant residue on the
plunger (silicone, paraffin, glycerin) after freezing
(Cooley and Lubow1981).
○ Milky color due to contamination by chemical vapors
(Chasteen etal.1988; Passon etal.1992) or bacterial
contamination (Meechan2002).
Degradation ofDrugs inthe Cartridge
The half- life of a drug is the time between its manufacture
(manufacture and packaging) and the point where its biological activity falls below 90%. The physical and safety properties of the drug are maintained throughout this period
(Hondrum etal.1993). The life of local anesthetic solutions
is determined by sympathomimetic vasoconstrictors since
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local anesthetic is very resistant to degradation (Hondrum
et al. 1993). Below, we discuss the degradation of various
compounds of local anesthetic solutions inside cartridges.
Local Anesthesia
Local anesthetics undergo hydrolysis, although they are
very resistant to degradation and can last up to 6
years in
storage at extreme temperatures without deteriorating
(Hondrum etal.1993).
Sympathomimetic Vasoconstrictors (Epinephrine)
Unlike local anesthetics, catecholamines are very vulnerable to degradation, therefore the active half-
life and expiry
date of the solutions are marked on the cartridges
(Hondrum etal.1993). These drugs degrade in three ways:
● Oxidation (the main route). Oxidation is the loss of elec-
trons by an atom with addition of oxygen or removal of
hydrogen in the organic molecules (Hondrum
et al. 1993). The oxidative pathway of epinephrine in
aqueous solutions is shown in Table11.4. Oxidation has
various causes: oxygen (Milano etal. 1982: Hondrum
et al. 1993), increases in pH (Fyhr and Brodin 1987),
given that above pH 6 the solution degrades in a few
hours (de Jong and Cullen 1963), increases in temperature (Gerke etal. 1977; Fry and Ciarlone1980; Thoma
and Struve1986), and sunlight or fluorescent/ultraviolet
light (Gerke et al. 1977; Ciarlone and Fry1980; Thoma
and Struve1986; Hondrum etal.1993).
● Racemization. Racemization is the conversion from the
levo/levoisomer form, which is 15–20 times more potent,
to the dextro/dextroisomer form to create a mixture of
the two (racemic mixture) that has half the vasoconstrictive potency (see Chapter 6). The main cause of this
transformation is the fall in pH below pH
2 (Milano
etal.1982). Other, less important causes are increases in
temperature and light (Hondrum etal.1993).
Table11.4 Oxidative pathway ofepinephrine inaqueous
solutions.
Epinephrine
↓
Leucoadrenochrome
↓
Adrenochrome (red)
↓
Adrenolutin (yellow or brown)
↓
Melanins (Brown) nonvasoactive
Source: Data from: Milano etal. (1982), Kirchhoefer etal. (1986b).
● Degradation by sulfites (sulfonation). Sulfites protect
epinephrine and vasoconstrictive catecholamines from
oxidation, but they also produce anaerobic degradation
of these substances (Hajratwala 1975; Fyhr and
Brodin1987). However, fortunately, the process is very
slow (Milano etal.1982; Fyhr and Brodin1987; Hondrum
etal.1993). Epinephrine becomes epinephrine sulfonic
acid via this pathway. The main causes of this process are
time and, to a much lesser extent, soluble aluminum,
which speeds up the reaction (Milano etal.1982).
To better preserve sympathomimetic vasoconstrictors
inside the cartridge, the options available are as follows:
(i)degasification with nitrogen to eliminate oxygen during
the manufacture of anesthetic solutions (Milano etal.1982;
Thoma and Struve 1986), (ii) maintaining an acid pH
(2.7–5.5) (USP38 2015), because this helps to keep vasoconstrictive amines stable, and (iii) adding sulfites as antioxidants, since this extends the active life of these
vasoconstrictors by preventing the oxygen that enters the
cartridge from inactivating the amine through oxidation
(Milano etal.1982; Klein1983; Hondrum etal.1993) and
helps to maintain an acidic pH.
Sulfites
On oxidation, sulfites become sulfates and release two protons that tend to reduce the pH of local anesthetic solutions. This transformation is caused by oxygen entering the
cartridge and increased temperature and light (Hondrum
and Ezell1991,1996).
Syringes
The syringe is the instrument that contains the cartridge.
The needle through which the anesthetic is injected is also
screwed to the syringe. Today, standard dental syringes are
made of metal (chrome or stainless steel), thus making
them robust, longaccording to the manufacturer and enable use of local
anesthetic cartridges and aspiration before injection. They
are used with one hand and are designed for a thumb- palm
or palm- thumb grasp (Figure 11.6) and linear insertion
(Council on Dental Materials and Devices 1974, 1978).
This is the most widely used dental syringe today, therefore
we call it the conventional cartridge- type syringe.
Parts ofa Cartridge- type Syringe
Anterior Part or Needle Adapter
This is the part where the disposable double- tipped
needle is screwed onto the adapter (Figure 11.7).
lasting, and sterilizable. They vary
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