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2 Image-Based Spinal Navigation: Current Technology andFuture Applications
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concern as the radiation dosage is largely xed with cone-beam technology. The O-arm, however, has the option for dose modication allowing for low-dose imag­ing, which has been shown to decrease patient radiation exposure by half [22].
Future Technologies forSpinal Navigation
The eld of spinal navigation has seen an explosion in technological incorporation over the last two decades, a trend which is expected to continue to advance in the years to come. Several areas of growth include alternative imaging modalities as well as augmented reality technology. One of the alternative imaging modalities currently on the market is cone-beam tomosynthesis (nView Medical Inc., Salt Lake City, UT). Cone-beam tomosynthesis alters the current framework in that the uo­roscopic source rotates on a xed access to generate a cone of tomosynthesis through which high-delity axial, sagittal, and coronal images are generated with articial intelligence-enabled system. Preclinical application in spinal navigation has shown cone-beam tomosynthesis to achieve consistently accurate assessment of spinal anatomy at half the time and one-tenth the radiation exposure of traditional fan-beam CT imaging [23]. This modality is currently available for clinical applica­tion, and although no clinical studies are currently published, it shows great promise including the application for treatment of pediatric spinal deformity.
With so many of the described techniques involving ionizing radiation, the pos­sibility of linking spinal navigation systems to MRI is tantalizing. The technique of stereotactic surgery utilizing MRI was described by Leksell etal. [24] for brain tumors, with Nabavi etal. [25] describing the use of open conguration intraopera­tive MRI for neurosurgical biopsies; however, there is a paucity of literature on the use of intraoperative MRIs for spinal navigation applications. Despite this, however, MRI has the distinct advantage of avoiding ionizing radiation that are inherent in all previously discussed navigation techniques. Su etal. [26] outlined some of the chal­lenges to implementing MRI-guided spinal navigation, including strong and rapid switching magnetic elds and constrained space to operate within the scanner bore. The potential advantages of this type of imaging for navigation included excellent soft tissue contrast and tissue perfusion scanning. Potential co-registration of CT and MRI modalities may prove helpful in the future, as described by Kamagowa etal. [27] in looking at cervical root compression.
Augmented reality technology represents a promising future application for intraoperative spinal navigation. At the writing of this chapter, few systems have approval for clinical application in the United States. These systems, in their current use, require intraoperative 3D imaging with either cone-beam or fan-beam CT tech­nology to interface. Following imaging registration, the images can then be relayed to head-mounted displays to allow for instantaneous overlay of the surgical anat­omy without the use of external display screens. Previous studies have demonstrated the viability of these head-mounted display-based systems for pedicle screw place­ment [28, 29], with high clinical accuracy and precision [30, 31]. Clinical studies
14
K. A. Shaw et al.
have also validated the accuracy of these systems while achieving high operative efciency for pedicle screw placement with minimal learning curve for clinical uti­lization [32]. Future advances in technology will further enhance the clinical appli­cation by extending the imaging system interfaces to include preoperative imaging studies and uoroscopic validation.

Conclusion

There are many new innovations in spinal navigation that have widely expanded the options spine surgeons have in safely inserting pedicle screws. While spinal naviga­tion is not the gold standard for inserting pedicle screws, this may change over the next decade. Surgeons may choose to use spinal navigation systems that utilize preoperative CT imaging in order to decrease intraoperative radiation exposure to the surgical team. For cases where the spine position may shift signicantly or where the anatomy is not amenable to relying on preoperative imaging, spinal navi­gation using intraoperative CT guidance is available. These intraoperative modali­ties include fan-beam CT navigation systems and cone-beam CT navigation, which is also referred to as 3D uoroscopy. The future of spinal navigation will likely include incorporating augmented reality into virtual goggles, allowing surgeons to never take their eyes off the surgical eld. Other future advancements will include the use of preoperative or intraoperative MRIs linked to spinal navigation systems.

References

1. Jensen RL, Stone JL, Hayne RA.Introduction of the human Horsley-Clarke stereotactic frame. Neurosurgery. 1996;38:563–7.
2. Foley KT, Smith MM.Image-guided spine surgery. Neurosurg Clin N Am. 1996;7:171–86.
3. Du JP, etal. Accuracy of pedicle screw insertion among 3 image-guided navigation systems: systematic review and meta-analysis. World Neurosurg. 2018;109:24–30.
4. Liu H, Chen W, Liu T, Meng B, Yang H.Accuracy of pedicle screw placement based on preop­erative computed tomography versus intraoperative data set acquisition for spinal navigation system. J Orthop Surg. 2017;25:2309499017718901.
5. Staartjes VE, Seevinck PR, Vandertop WP, van Stralen M, Schröder ML.Magnetic resonance imaging-based synthetic computed tomography of the lumbar spine for surgical planning: a clinical proof-of-concept. Neurosurg Focus. 2021;50:E13.
6. Pennington Z, etal. Evaluation of surgeon and patient radiation exposure by imaging technol­ogy in patients undergoing thoracolumbar fusion: systematic review of the literature. Spine J. 2019;19:1397–411.
7. Villard J, etal. Radiation exposure to the surgeon and the patient during posterior lumbar spi­nal instrumentation: a prospective randomized comparison of navigated versus non-navigated freehand techniques. Spine. 2014;39:1004–9.
8. Chou LB, etal. Cancer prevalence among a cross-sectional survey of female orthopedic, urol­ogy, and plastic surgeons in the United States. Womens Health Issues. 2015;25:476–81.
2 Image-Based Spinal Navigation: Current Technology andFuture Applications
9. Chou LB, etal. Increased prevalence of breast and all-cause cancer in female orthopaedic surgeons. J Am Acad Orthop Surg Glob Res Rev. 2022;6:e22.
10. Roessler K, et al. Frameless stereotactic guided neurosurgery: clinical experience with an infrared based pointer device navigation system. Acta Neurochir. 1997;139:551–9.
11. Brodwater BK, Roberts DW, Nakajima T, Friets EM, Strohbehn JW.Extracranial application of the frameless stereotactic operating microscope: experience with lumbar spine. Neurosurgery. 1993;32:209–13.
12. Malham GM, Munday NR.Comparison of novel machine vision spinal image guidance sys­tem with existing 3D uoroscopy-based navigation system: a randomized prospective study. Spine J. 2022;22:561–9.
13. Massaad E, Shankar GM, Shin JH.Novel applications of spinal navigation in deformity and oncology surgery-beyond screw placement. Oper Neurosurg. 2021;21:S23–38.
14. Lechuga L, Weidlich GA.Cone beam CT vs. fan beam CT: a comparison of image quality and dose delivered between two differing CT imaging modalities. Cureus. 2016;8:e778.
15. Lian X, etal. Total 3D Airo® navigation for minimally invasive transforaminal lumbar inter­body fusion. Biomed Res Int. 2016;2016:5027340.
16. Scarone P, etal. Use of the Airo mobile intraoperative CT system versus the O-arm for trans­pedicular screw xation in the thoracic and lumbar spine: a retrospective cohort study of 263 patients. J Neurosurg Spine. 2018;29:397–406.
17. Habib N, etal. Use of intraoperative CT improves accuracy of spinal navigation during screw xation in cervico-thoracic region. Spine. 2021;46:530–7.
18. Sommer F, etal. Image guidance in spinal surgery: a critical appraisal and future directions. Int J Spine Surg. 2021;15:S74–86.
19. Hecht N, etal. Intraoperative computed tomography versus 3D C-arm imaging for navigated spinal instrumentation. Spine. 2018;43:370–7.
20. Farah K, etal. Prospective comparative study in spine surgery between O-arm and airo sys­tems: efcacy and radiation exposure. World Neurosurg. 2018;118:e175–84.
21. Holly LT, Foley KT.Intraoperative spinal navigation. Spine. 2003;28:54–61.
22. Su AW, et al. Switching to a pediatric dose O-arm protocol in spine surgery signicantly reduced patient radiation exposure. J Pediatr Orthop. 2016;36:621–6.
23. Upasani VV, Bandaralage H, Farnsworth CL. 3D cone-beam tomosynthesis provides axial imaging of the spine with lower radiation compared to computed tomography. Spine Deform. 2021;9:41–9.
24. Leksell L, Leksell D, Schwebel J. Stereotaxis and nuclear magnetic resonance. J Neurol Neurosurg Psychiatry. 1985;48:14–8.
25. Nabavi A, etal. Surgical navigation in the open MRI.Acta Neurochir Suppl. 2003;85:121–5.
26. Su H, etal. State of the art and future opportunities in MRI-guided robot-assisted surgery and interventions. Proc IEEE Inst Electr Electron Eng. 2022;110:968–92.
27. Kamogawa J, Kato O, Morizane T, Hato T.Virtual pathology of cervical radiculopathy based on 3D MR/CT fusion images: impingement, attening or twisted condition of the compressed nerve root in three cases. Springerplus. 2015;4:123.
28. Yanni DS, etal. Real-time navigation guidance with intraoperative CT imaging for pedicle screw placement using an augmented reality head-mounted display: a proof-of-concept study. Neurosurg Focus. 2021;51:E11.
29. Molina CA, et al. Augmented reality-assisted pedicle screw insertion: a cadaveric proof­of- concept study. J Neurosurg Spine. 2019;31(1):139–46. https://doi.org/10.3171/2018.12.
SPINE181142.
30. Liu A, etal. Clinical accuracy and initial experience with augmented reality-assisted pedicle screw placement: the rst 205 screws. J Neurosurg Spine. 2022;36:351–7.
31. Felix B, etal. Augmented reality spine surgery navigation: increasing pedicle screw insertion accuracy for both open and minimally invasive spine surgeries. Spine. 2022;47:865–72.
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32. Butler AJ, Colman MW, Lynch J, Phillips FM.Augmented reality in minimally invasive spine surgery: early efciency and complications of percutaneous pedicle screw instrumentation. Spine J. 2023;23:27–33.
K. A. Shaw et al.
Chapter 3
Image-Based Navigation: Room andPatient Positioning, Reference Frame Types andApplication
FelicityFisk andNolanWessell
Surgical Set UpandRoom Layout
While proper operative suite layout and setup does not ensure the success of a pro­cedure, failure to appropriately consider the location of surgical equipment, patient position, and the integration of navigation systems may lead to a procedure’s failure or, at the very least, introduce unnecessary challenge to an operation. Critics of navigation systems often cite increased operative times and reduced surgical ef­ciency, but proper room set up can help streamline the use of navigation and actually increase the efciency of many procedures [13]. The type of navigation system being used will help determine the best strategy for room layout.
Intraoperative CT-Based Navigation Systems
Intraoperative navigation using traditional 32-slice computed tomography (CT) scanners such as Airo (BrainLAB, Munich, Germany) or BodyTom (NeuroLogica Corp; Danvers, MA) require the use of a specialized carbon-made operating table that is attached to the CT gantry [4]. During image acquisition, the gantry will slide over the patient while the patient remains stationary [5]. This reduces the risk of endotracheal tube or anesthetic line disruption as the patient’s posi­tion does not change. The large inner diameter of the gantry seen with these
F. Fisk (*) Department of Orthopaedic Surgery, West Virginia University, Morgantown, WV, USA
N. Wessell Department of Orthopaedic Surgery, University of Colorado, Aurora, CO, USA
Switzerland AG 2024 S. Garg, C. J. Kleck (eds.), Navigation, Robotics and 3D Printing in Spine Surgery, https://doi.org/10.1007/978-3-031-68678-8_3
17© The Author(s), under exclusive license to Springer Nature
18
F. Fisk and N. Wessell
systems can accommodate patient positioning with pillows or radiolucent frames, as well as provide the ability to safely image patients with obesity (Fig.3.1) [6].
Cone-beam CT systems such as O-Arm (Medtronic, Louisville, CO), Arcadis Orbic 3D Isocentric C-arm (Siemens AG, Malvern, PA), and Ziehm Vision FD Vario 3D (Ziehm, Orlando, FL) utilize a scanner that is brought in for image acquisition after the surgical exposure has been completed. These systems require a dynamic reference array (DRA) that is rmly attached to the patient’s skeleton to be visualized during image acquisition. The DRA is tracked through­out the imaging and completes automatic registration for these systems. A direct line of sight between the infrared camera and the DRA is required at all times during image acquisition and navigation, which is readily accomplished via two commonly described room layouts: camera at head (Fig.3.2) and camera at foot (Fig.3.3). It is important to consider which surgery will be performed and what will be the most ergonomic layout for the surgeon [7]. The camera at head lay­out has been described for many open procedures, while the camera at foot layout has been described for use with minimally invasive procedures done in lateral decubitus or prone positions where a percutaneous DRA will be employed. Either layout can be used during most procedures depending on sur­geon preference; however, care must be taken to ensure the DRA lies between the navigated surgical instrument and the camera, in a linear trajectory, through­out the entirety of the procedure. Each manufacturer notes an optimal distance between the camera and DRA and often the system will contain a function to help guide camera placement. Operating table selection must be carefully con­sidered as the gantry must be able to encircle the patient and table. Tables must be radiolucent and without a large central base. Radiolucent Jackson frames or Allegro (Mizuho, Union City, CA) tables work well for most applications. Most reference frames used for cone-beam CT systems use infrared optical tracking systems. Care should be taken to limit direct light from overhead lights, micro­scopes, or surgeon headlights shining on to reference frames as this can inter­fere with the accuracy of navigation.
Fig. 3.1 BrainLAB Airo CT image courtesy of
Rawicki etal.
3 Image-Based Navigation: Room and Patient Positioning, Reference Frame Types…
Fig. 3.2 Camera at head layout, image courtesy of Michael Fabien
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Fluoroscopy-Based Navigation Systems
Fluoroscopy-based image guidance systems are calibrated with spatial and uo­roscopic information based on saved uoroscopic images. Often times, intraop­erative images can be merged with preoperative CT or MRI scans to reconstruct a 3D model of the spine. These systems also employ a DRA that is rmly secured to the patient’s skeleton, in addition to a calibration target attached to the portable uoroscopy machine. A camera then tracks the position of the DRA in reference to the C-arm and calibration target during image acquisition, which eliminates the need for anatomic registration [4, 8]. The C-arm can be removed from the surgical area after imaging is completed; however, the camera must be able to see the DRA throughout the procedure for navigation to occur. These systems can be used on any radiolucent operating table as long as the C-arm is free to move around the area to be navigated, and patients can be in prone, lat­eral, or supine positions.
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Fig. 3.3 Camera at foot layout, image courtesy of Michael Fabien
F. Fisk and N. Wessell
Machine Vision-Based Navigation Systems
Machine vision-based image guidance systems employ a specic type of machine vision called structured light imaging [9]. The currently available machine vision­based system, FLASH Navigation System (7D Surgical/SeaSpine, San Diego, CA), utilizes a mobile surgical light source tted with two stereoscopic video cameras, a structured light projector, and an infrared camera system and an attached computer workstation (Fig.3.4). This system requires a CT scan for registration, which can be acquired preoperatively or intraoperatively using one of the previously described systems. After surgical exposure is completed, a DRA tted with reective spheres is attached to the patient in preparation for the registration process. All other light sources must be removed from the eld prior to registration. Initiation of registra­tion is initiated by the surgeon by either a foot pedal or surgical light handle. Registration begins with a ash of light and a projection of a light grid pattern by the structured light projector. The stereoscopic cameras then create a three­dimensional topographical map of the exposed surface anatomy based on the degree of grid line distortion. The dataset from this topographical map is then registered with the CT scan. The registration process takes less than 30 seconds and can be repeated at any time. The infrared camera system allows for tracking of navigational
3 Image-Based Navigation: Room and Patient Positioning, Reference Frame Types…
21
ab
Fig. 3.4 (a) Example of FLASH surgical light. (b) Use of system in operative setting, image courtesy of Kalfas etal.
Table 3.1 Inner diameter or opening sizes of commonly used image-guidance systems
System Opening (cm) Inner diameter (cm)
O-Arm (Medtronic) 70 97 Ziehm Vision FD Vario 3D (Ziehm) 87 87 Iso-C (Siemens AG) 73 73 Airo (BrainLAB) n/a 107
tools via reective spheres [9, 10]. This system does not require intraoperative radiographic image acquisition for use and has been demonstrated to reduce intra­operative radiation time and dose [10, 11].

Patient Positioning

In general, image guidance systems can be used with whatever patient position the procedure to be performed requires, but there are several factors to consider that can increase efciency. It is critical for a surgeon to be informed of gantry diameters for the system to be used as this can limit certain aspects of positioning. Some of the more commonly used systems are noted in Table3.1. Care must be taken to ensure the system can move freely within the surgical suite and around the patient after positioning and draping to ensure patient safety, preservation of sterility, and pres­ervation of optimal image quality. With regards to image quality and subsequent navigation accuracy, the surgeon must attempt to limit motion artifact during image acquisition. It is recommended that a member of the anesthesia team hold respira­tions during image acquisition. If intraoperative neuromonitoring is being used, it may be best to suspend the collection of somatosensory evoked potentials (SSEPs) during image capture.
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F. Fisk and N. Wessell
Supine Positioning
In order to improve ease of image acquisition, arms should be secured at the patient’s side. Minimizing the use of arm boards can help ensure the system has enough clearance to freely rotate or close around the patient in order to image the area of interest. When using a skull clamp such as a Mayeld or Gardner-Wells tongs with a larger prole, the surgeon must make sure that its position will not interfere with image acquisition [1] or that imaging systems do not disrupt the alignment or stability of vital anatomic structures or otherwise jeopardize patient safety.
Prone Positioning
Arm position is critical for use of image guidance systems in the prone position. In procedures addressing the middle or upper thoracic or cervical spines, it is recommended that the arms be tucked securely at the patient’s side. This position­ing technique, with the arms in an adducted position, may not be amenable to uoroscopically-based guidance systems as the additional density may negatively affect image quality. For procedures involving the lower thoracic or lumbar spine, the arms can frequently be placed on arm boards in the “superman” position (externally rotated and abducted) provided that the patient’s torso length and shoulder mobility allows for adequate clearance during the machine’s closure or rotation [1].
Lateral Positioning
Arms are typically placed in a forward elevated position and secured to arm boards during these procedures. It is important to consider location of trunk holding devices for machine closure or rotation. Use of radiolucent holding devices or tape will help reduce the effect of metal artifact on image quality. The patient’s location on the bed can help with ease of instrument placement. For any posterior procedures to be done with the patient in a lateral decubitus position, positioning the patient as close to the posterior edge of the bed will minimize bed interference during implant placement (Fig.3.5) [1, 8, 12]. With the patient’s back positioned ush with the posterior edge of the operating table, single-position, 360-degree fusion procedures can be done safely [13].