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Augmented reality for laparoscopic liver surgery 49
the preoperative information from different perspectives. This can reduce the mental effort required compared with classic computed tomography (CT) analysis. When used to augment the surgical view, the display also allows structures lying beneath the surface or out of the endo­scopic field of view to be visualized, improving spatial awareness and aiding in structure localization. Aug­mented reality can also be used to overcome other chal­lenges in laparoscopic surgery. For example, a surgeon might be able to compensate for the loss of depth percep­tion with the laparoscopic image by overlaying computer­generated distance maps of specific structures of interest, or by sounding an alert when structures of interest are approached.
Using 3D anatomical reconstructions, surgical proce­dures can also be defined preoperatively in order to optimize surgical outcomes through, for instance, the maximization of preserved functionaltissueor the removal of a sufficient resection margin. These plans can then be viewed interactively, relative to tool positions during pro­cedures. Additionally, the display of anatomy or planned locations on the patient can aid in port placement or the labeling of structures and interactive task descriptions can be utilized as a powerful training tool during laparoscopic procedures.
The following sections present an overview of how these augmented views for laparoscopic surgery can be achieved and provide examples of their use during AR­guided laparoscopic procedures.
4.3 How is augmented
reality achieved?
An augmented reality view of the surgical scene is com­posed of two primary components: the original or “real” view of the patient or surgical scene and an overlaid
“virtual” scene. Optimally, the real view of the patient used in an augmented view would be the normal surgical view. Therefore, in laparoscopic surgery, the laparoscopic image projected by the operating camera is used. Based on this real scene, and using a virtual dataset, an augmented view is created. For example, virtual models of real anatomy, labels or interactive measurements can be cre­ated from medical imaging data. The next step is that the virtual data must be rendered at the same view as the real scene in order to align the two scenes. The alignment requires registration of the two datasets, and for auto­matic image alignment, calibration of the laparoscope in order to determine its view relative to its tracked position. Once aligned, the virtual data can be superimposed onto the real scene to create a single merged view. Finally, any dynamic components in the virtual scene must be tracked relative to the patient and updated in the virtual scene accordingly. The primary processes in the achievement of an augmented endoscopic view are depicted in Figure 4.2 and are discussed in more detail in the following sections.
4.3.1 Generation of virtual data
The virtual scene can be composed from a wide range of computer-generated data but is typicallyconstructed from preoperativeor intraoperative images. Such imagery often takes the form of virtual 3D reconstructions of anatomical structures of interest. While any 3D imaging modality providing sufficient contrast, resolution, and quality can be used for model construction, preoperative CT or mag­netic resonance imaging (MRI) images are typically used.
Three-dimensional anatomical reconstructions can take one of two forms: a volume-rendered image or 3D surface models. While the former can be easily and automatically created by applying a color and opacity transfer function, 3D surface models provide an intuitive visualizationof the patientanatomy and, through the definitionof anatomical boundaries, allow for the automatic calculation of
Figure 4.2 Overview of the primary steps required to create an augmented reality view.
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Figure 4.3 Three-dimensional anatomical surface models are created from the selection of anatomy in each image slice.
Figure 4.4 Virtual anatomical models of the liver, including organ surface, vascular structures, and tumors with liver segments and
vascular supply (left) and the planned resection margin (right).
geometric parameters such as distances and volumes. Three-dimensional surface models of structures of inter­est, such as organ surfaces,vessels, and tumors,are created by identifying and separating the structures through each image slice in a process known as segmentation (Figure
4.3). Nevertheless, augmented reality is not restricted to anatomical models. Functional information such as liver segments and vascular supply can also be modeled from image data and included in the virtual scene. Additionally, surgical plans incorporating information such as safe resection margins can also be fitted onto generated 3D models and included in the augmented view for intra­operative guidance (Figure 4.4).
augmented reality view during surgery. As the real view changes, or as objects of interest within the real scene change their position, the virtual scene must be updated, realigned, and displayed faster than the eye can detect.
The most basic method of data alignment consists of manually transforming images of the virtual scene such that features within the virtual model align to those in the laparoscopic image. This technique, as employed by Mar­escaux et al. [3], requires the preoperatively defined virtual scene to be manually resized and oriented on a monitor to the view of the laparoscopic image according to features visible in both views. Such a technique can be performed with basic technology and is unaffected by organ motion. However, the need for an operator dedi-
4.3.2 Data alignment
Accurately aligning the virtual scene with the real scene is the primary challenge pertaining to the creation of an
cated to image alignment and suitable devices on which the alignment can be performed decreases the feasibility of such a technique. Additionally, the accuracy of this
Augmented reality for laparoscopic liver surgery 51
method is highly dependent on the user’s ability to align the image correctly at a speed corresponding to the movement of the laparoscope.
Alternatively, data alignment can be performed auto­maticallyby employing an external position measurement system to track the position of the laparoscopeand surgical instruments relative to the patient within a common coor­dinate system. Determining the position of the patient anatomy relative to the virtual model can be achieved via a process performed commonly in image-guided sur­gery known as “patient-to-image registration.”The process can be performed at the commencement of the procedure and if necessaryat intervals throughoutthe procedure (e.g. after significant organ movement). The process results in an adaption of the virtual scene (homogeneous transfor­mation) to the coordinate systems of the patient. After registration, the transformation can be applied throughout the procedure to align virtual and real data within a single coordinate system. Registering the patient to the image via an external tracking system also allows the position of the tracked laparoscope and laparoscopic instruments to be registered and displayed within the virtual scene.
While alternative methods of patient-to-image regis­tration exist [4], the majority of image guidance systems utilize a form of registration that determines the best fit transformation between the patient and the image data
by minimizing the error between the locations of three or more corresponding features (Figure 4.5). Such features can consist of any object visible in both the real and virtual scenes. Often anatomical structures or landmarks such as the falciform ligament or the hepatic vein are used, but artificial objects positioned specifically for the registration process, known as fiducials, can also be utilized. While the latter are often more easily identified in image data, they can be difficult to place, and they are thus less effective in the registration of anatomy during HPB laparoscopic interventions.
The positions of features are typically selected in the virtual scene by the user via a touch screen or input device (e.g. a computer mouse), and the corresponding point on the patient is recorded by a position measurement system while the surgeon points at the location with a tracked laparoscopic instrument. From the corresponding point pairs, the registration transformation can be calculated using a least squares fitting algorithm.
While not indicative of the absolute accuracy, the use of a matching algorithm allows a measure of the alignment error to be expressed as the mean error between regis­tered landmark sets (i.e. fiducial registration error – FRE). This value can be used as an indication of the level of accuracy of the registration and therefore indicates when a registration should be repeated.
Figure 4.5 Registration of the image data to the patient is most commonly achieved via the matching of three or more corresponding
features in both the real and virtual scenes in a process termed registration.
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In orderto provide better registration accuracy of move­able structures, virtual data may be generated from intra­operative imaging modalities, such as ultrasound, which then may be continuously registered to the real organ using internal landmarks such as vessel structures. This technique,described by Konishi et al. [5], is less commonly employed because of the difficulty of generating virtual registered data at sufficient quality and speed.
4.3.3 Laparoscope image calibration
Tracking the 3D position of the laparoscope facilitates automatic alignment of the data throughout the proce­dure. While the position measurement system can track the position and orientation (pose) of a marker attached to the laparoscope, the relation between the tracked pose and the view of the laparoscope camera must be deter­mined via a calibration process. Calibration is achieved by using camera calibration techniques which, using cap­tured images of a known pattern at a known position in space, determine the transformation between each lapa­roscopic image pixel and the real world [6]. Calibration is performed intraoperatively after the application of track­ing markers and by using semiautomatic techniques; it can be performed in less than one minute (Figure 4.6).
Utilizing the tracked position of the laparoscope, the cali­bration of the laparoscope’s pose and view, and the patient­to-image registration transformation, the preoperative 3D
virtual model can be automatically rendered at the same point of view as the laparoscope and can subsequently be overlaid on the laparoscopic image (according to the trans­formation chain depicted in Figure 4.6). This method can adjust for movements of the laparoscope automatically at a speed greater than 20 Hz and does not require additional staff.
4.3.4 Instrument tracking
To maintain a correct alignment and correct representa­tion of the surgical scene during the procedure, any dynamic component within the visualized scenes, be it anatomy, tools or the laparoscopic view itself, must be tracked in space (Figure 4.7). If the position of the virtual scene is not updated at the same speed as the real scene, a delay error effect known as lag is experienced in the augmented view. The real-time tracking of instruments is often accomplished, as in traditional image-guided surgery, via an optical or electromagnetic tracking system that monitors the positions of specific markers (optical) or sensor coils (electromagnetic)attachedtothesurgical instruments. An in-depth description of tracking techniques and technologies for image-guided procedures is outside the scope of this chapter. Readers are instead directed to the comprehensive overviews provided by Cleary and Peters and Konishi et al. [1,5]. Alternatively, objects can be tracked directly within image data by identifyingtheir positionusing
Figure 4.6 Calibration of a laparoscope. The relationship between the tracked marker and the laparoscopic images must be
performed before a properly aligned AR view can be generated. Calibration is achieved by taking multiple images of a known pattern and determining the transformation from the image to the real world. Calibration devices such as this guide the calibration process and when combined with automatic calibration algorithms, allow calibration to be performed intraoperatively, quickly, and intuitively.
Augmented reality for laparoscopic liver surgery 53
Figure 4.7 To maintain a correct alignment and correct representation of the surgical scene during the procedure, any dynamic
components within the visualized scenes (e.g. anatomy, tools or the laparoscopic view itself) must be tracked in space.
image processing techniques. Although such techniques reduce the amount of external equipment required, the processing requirements increase significantly and tracking accuracy may be compromised.
4.3.5 Image overlay
Once the virtual scene is captured at the same view as the real patient, virtual data can be automatically merged with the real view. While virtual data promise to provide additional information to the operating surgeon, it is imperative that augmentation interferes minimally with the surgeon’s laparoscopic view. Virtual data must possess sufficient contrast and clarity to be easily visible in the augmented view while not masking instruments or anatomy in the real patient view. Typically, virtual data are displayed in strong primary colors, in order to enhance contrast, while transparency is applied to ensure that information under the overlay can be seen. Addi­tionally, functionality via a user interface that allows virtual models to be displayed or turned off ensures that augmentation is used only when needed.
Because of the introduction of an additional view in augmented reality, compared with the classic laparo­scopic view, issues relating to visual depth perception or interference of laparoscopic instruments with the aug­mented view must be considered. This remains an unsolved challenge for developers of augmented reality systems (Figure 4.8). The created augmented laparo­scopic image is most naturally displayed on a laparoscope monitor, although alternatives such as head-mounted
displays or projection directly onto the patient are possi­ble. Direct projection onto the patient, while not requiring 3D models to be overlaid onto a 2D image, suffers from the parallax error which, owing to the projection of 3D virtual data onto a 2D viewing plane, causes the percep­tion of the location of projected underlying anatomy to change with the viewing angle (see Figure 4.8). This effect is reduced for superficial anatomical structures and can be eliminated by deconstructing 3D information into 2D guidance information [7]. Anatomy or guidance can be projected onto the patient in a geometrically correct manner by employing a tracked projection device that can be calibrated using a method similar to that described for the calibration of a laparoscope [8].
4.4 Application of augmented reality for laparoscopic hepatopancreatobiliary surgery
The need to target underlying anatomical structures or lesions while preserving surrounding critical anatomical structures with few external navigation cues presents significant challenges in HPB surgery, particularly when liver surgery is performed by novice HPB surgeons. Visu­alization of the 3D surgical scene within a 2D laparoscopic image further increases the difficulty in determining target locationand distance required forsafe resection margins or anatomical structure preservation. These challenges
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Figure 4.8 (Left) Endoscopic image overlay AR with virtual anatomical structures superimposed onto the endoscopic image and
virtual tool model displayed within the virtual anatomy. (Right) Projection AR used with volume-rendered underlying anatomy displayed directly on the patient.
renderHPB surgery an idealcandidate for AR visualization. Specifically, the resection of tumors buried within liver or pancreas parenchyma, located in tissue containing large vessels, may be significantly aided by the AR visualization of underlying anatomical structures, a surgical resection plane or distance information. Additionally, numerous HPB laparoscopic procedures require the mental represen­tationof functional tissue regions such as liver segments. In such cases, the AR visualization of preoperatively deter­mined segments can aid in anatomical understanding and reduce intraoperative cognitive workload.
Identified benefits of AR guidance for laparoscopic HPB surgery have led a number of groups to develop and clinically test AR systems. Although validation of the systems has been performed with only a small number of clinical cases, studies have proved the feasibility of the approaches and highlighted potential clinical applications. In this section, we review a number of AR systems that have been developed specifically for use in laparoscopic HPB surgery, demonstrating advantages and disadvan­tagesof differentAR approachesand exploring the breadth of clinical application within HPB laparoscopic surgery.
4.4.1 Head-mounted AR displays for
laparoscopic surgery
In 2008, the concept of AR visualization for laparoscopic surgery was presented by Fuchs et al., who described
direct visualization characteristics similar to those expe­rienced during open surgery [9]. The development of a head-mounted display system for the visualization of a merged view of the real patient with synthetic images aimed at improving, first, the intuitiveness of the laparo­scopic visualization and second, depth perception using cues superimposed on the laparoscopic image. Addition­ally, the head-mounted device widened the surgeon’s range of view by displaying multiple laparoscopic imaging datasets. The proposed system suffered from delay in image generation and registration that was deemed unacceptable for clinical use. Despite these drawbacks, Fuchs et al. described the possible improvements in depth perception and field of view that could be achieved with AR for laparoscopic surgery. The group also proposed the use of registered preoperative images, surgical planning data, and intraoperative image data for the generation of a more comprehensive visualization of the operating field.
4.4.2 Laparoscopic image overlay AR for structure localization
A number of groups have attempted to overcome the problems of depth perception and spatial understanding experienced during laparoscopic HBP surgery by super­imposing segmented anatomical models from imaging data onto the laparoscopic image. This technique enables underlying structures, normally hidden by overlying
Augmented reality for laparoscopic liver surgery 55
anatomy, to be visualized and localized. Using this method, pioneering work in the development and clinical use of an AR system for soft tissue laparoscopic proce­dures was conducted by Soler et al. [10]. By manually aligning preoperatively obtained semitransparent 3D models of tumors and vessels with intraoperative laparo­scopic imaging, the authors reported more intuitive understanding of patient anatomy.
Similar AR viewing modalities were investigated by
Konishi et al. [5]. They reported the use of a newly devel­oped AR navigation system for laparoscopic surgery in which 3D ultrasound reconstructed models acquired by an operator and 3D models from preoperative CT were overlaid onto the laparoscopic view. The system was devel­oped primarily for thoracic surgery but its evaluation during two liver procedures (radiofrequency thermal ablation for hepatoma and a partial hepatectomy) was also reported. In the two cases, the superimposition of ultrasound data increased understanding of spatial relationships between tumors and intrahepatic vessels, according to the authors.
The use of 3D reconstructed intraoperative ultrasound imaging,unlike models based on preoperativeCT, allowed deformation and motion of the target organ to be incor­porated into the virtual data. Registering the laparoscopic image to the intraoperative ultrasound data reduced
discrepancies due to motion but required an additional electromagnetic tracking system in addition to the optical tracking system used for position detection of the laparo­scope. The same group later continued with preoperative CT overlay, reporting six cases of pediatric laparoscopic splenectomy, specifically aiming at aiding understanding of anatomyin patients with anatomical anomalies. During a case of accessory spleen buried in fat tissue, the overlay helped with the localization of the splenic artery and vein and the pancreatic tail (Figure 4.9).
We report the use of an image guidance system for laparoscopic liver surgery during a portal vein ligation with in situ liver split procedure. An interactive view of the preoperative plan was displayed throughout the entire procedure on a touch monitor that enabled anat­omy to be assessed from varying views (Figure 4.10). On a second monitor, an augmented view consisting of the laparoscopic image overlaid with 3D models of structures of interest, such as tumors, liver segments, and vascular structures, was displayed (Figure 4.11). Superimposed anatomical models suffered from a loss of depth percep­tion relative to the laparoscopic image, and thus, to determine the relative position of deep-lying anatomy from the tool, a virtual model of the optically tracked instrument was included in the augmented view. Virtual
Figure 4.9 CT-based AR image-guided navigation. (a) Detection of isolated accessory spleen under fat tissue. (b) Visualization of
splenic artery. (c) Visualization of splenic vein. (d) Visualization of pancreas. (e) Visualization of pancreas and vascular anatomy hidden under the large spleen. (f) Identification of pancreatic tail to protect it from injury during the stapling of the splenic vessels.
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Figure 4.10 Virtual anatomy display alongside the augmented endoscopic display during a laparoscopic liver surgery.
anatomical models, segmented from preoperative CT images, were registered to the liver by selecting corre­sponding anatomical landmarks on the liver surface with the tracked tool. The laparoscope was calibrated prior to application using the automatic algorithm described in Fusaglia et al. [6]
This experience aimed to test the technological inte­gration within a real-world surgical scenario and to eval­uate a possible impact on the routine surgical workflow. The surgeons who evaluated the access to additional information noted benefits for anatomical structure and tumor localization. Based on this experiment, future
Figure 4.11 Endoscopic augmented view displayed during liver surgery with 3D models of vascular structures and tumor (left) and
the virtual tool (right).
Augmented reality for laparoscopic liver surgery 57
applications of our AR guidance system will include features that allow the display of distances from tracked tools to vascular structures, of liver segments, and encod­ing of depth information.
4.4.3 Console-integrated laparoscopic image overlay AR for robotic surgery
Advantages of robotic systems for minimally invasive sur­gery include a 3D view of the surgical field, instrument tremor reduction, better ergonomics, and the possibility of remote-controlled surgery. However, identification of deep structures and definition of spatial relationships are still a challenge. In order to compensate for these deficits, Buchs et al. reported the integration of the above described AR laparoscopic system with the da Vinci surgical console, and they employed this technology in two cases of hepatic lesion resection [11]. Patient-to-image registration was achieved by determining common anatomical landmarks between the virtual organ and the real liver, using the optically tracked robotic arm. Using two types of AR visualization (overlay of 3D anatomical models and a targeting guidance viewer), the operator was able to determine accurate surgi­cal margins for tumor resections. The targeting guidance viewer, representing the real-time depth and lateral distance of a specific structure of interest (e.g. tumor) relative to the tip of a tracked instrument, provided depth informa­tion in a clear and measurable manner (Figure 4.12).
Although 3D models provide the general location of tumors, deconstructing position information into 2D guidance over­comes problems of depth perception, while enabling more accurate targeting. The author reported adequate resection margins and an increase in confidence during the resections.
4.4.4 Image overlay projection for structure localization and port placement
While AR for laparoscopic procedures finds its primary advantages in laparoscopic image overlay, projection-based overlay, in which virtual data are overlaid directly onto the patient’s body, has also been investigated for use in laparo­scopic procedures. For example, using a beamer attached over the operating table, Sugimoto et al. projected 3D recon- structed anatomy onto the patient’s body during three cholecystectomies, two gastrectomies, and two colecto­mies [12] (Figure 4.13). By overlaying structures such as virtual cholangiography and surrounding vessels, they reported reduced operative times, reduced number of ports, and anticipation of structures such as the gallbladder and cystic ducts. A similar approach was reported by Volonté et al. [13]. The projection of computer-generated images allowed the adaptation of port placements (see Figure 4.6). Furthermore, the group suggested that projection of ana­tomical structures would assist inexperienced surgeons dur­ing port placement. While the image was only visually aligned to the patient without any formal registration and
Figure 4.12 A targeting viewer superimposed onto the endoscopic image and displayed within the da Vinci console provides
qualitative feedback regarding the relative position of the tool from a selected structure of interest such as the tumor shown here.
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Figure 4.13 Image overlay projection of the virtual cholangiography on the abdomen during laparoscopic cholecystectomy.
tracking, incorporating registration and tracking methodol­ogies such as those described for open liver surgery by Gavaghan et al. [8] would increase accuracy of the approach. As perception of the projection of underlying structures (especially deep-lying structures) is influenced by the angle of the viewer, the overlay of anatomy, without correction of viewing angle, can be used only as a relatively coarse guide. Alternatively, 2D rather than 3D surface projections of planned port positions could be projected onto the patient surface, allowing accurate AR guidance independent of viewer angle.
4.5 Challenges
Most reports on image guidance and AR for laparoscopic surgery have been positive, but AR technology and its application remain in their infancy. Initial clinical studies have highlighted possible usefulness, but they have also identified a number of challenges facing developers and users of AR technology. The two most prominent chal­lenges, (i) organ movement and deformation, and (ii) effective visualization methods, are discussed below.
4.5.1 Organ motion and deformation
Obtaining an optimal alignment of the real and virtual scenes through registration, tracking, and image
processing techniques remains one of the greatest chal­lenges in the realization of AR in surgery. Any mis­alignment is considerably more evident and distracting in a merged scene than when additional data are dis­played on a separate monitor. From a technological point of view, tracking of organ motion and deformation remains an unsolved challenge. Methods of nonrigid registration, typically based on the reconstruction of a 3D liver model from images of the organ surface, have been proposed, but technological limitations, such as computational power, result in inapplicability of these techniques in a real surgical scenario. Additionally, the relationship between surface deformation and the mis­placement of internal structures is unknown.
Current image guidance systems for open liver surgery employ rigid registration techniques that function on the premise that registering a small local area of interest rigidly to preoperative data is sufficiently accurate. Stud­ies support this hypothesis [14,15] and current research on registration of the liver is focusing on the possibility of increasing accuracy through the use of ultrasound imag­ing as the primary tool for registration. The use of tracked ultrasound allows for the creation of 3D volumes of the underlying vessels, which can then be used to align an internal volume of the liver with the surface models segmented from preoperative CT (Figure 4.14). The main advantage of this technique lies in the fact that