CHAPTER 305 Image-Guided Spinal Navigation
Principles and Clinical Applications
Image-guided spinal navigation is a computer-based surgical technology designed to improve intraoperative orientation to the unexposed anatomy during complex spinal procedures.1,2 It evolved from the principles of stereotaxy, which have been used by neurosurgeons for several decades to help localize intracranial lesions. Stereotaxy is defined as the localization of a specific point in space using three-dimensional coordinates. The application of stereotaxy to intracranial surgery initially involved the use of an external frame attached to the patient’s head. However, the evolution of computer-based technologies has eliminated the need for this frame and has allowed for the expansion of stereotactic technology into other surgical fields, in particular, spinal surgery.
Several studies have shown the unreliability of routine radiography in assessing pedicle screw placement in the lumbosacral spine. The rate of disruption of the pedicle cortex by an inserted screw ranges from 21% to 31% in these studies.3–5 The disadvantage of these conventional radiographic techniques in orienting the spinal surgeon to the unexposed spinal anatomy is that they display, at most, only two planar images. Although the lateral view can be relatively easy to assess, the anteroposterior or oblique view can be difficult to interpret. For most screw fixation procedures, it is the position of the screw in the axial plane that is most important. This plane best demonstrates the position of the screw relative to the neural canal. Conventional intraoperative imaging cannot provide this view.
To assess the potential advantage of axial imaging for screw placement, Steinmann and associates used an image-based technique for pedicle screw placement that combined computed tomography (CT) axial images of cadaver spine specimens with fluoroscopy. This study demonstrated an improvement in pedicle screw insertion accuracy with an error rate of only 5.5%.6
Principles Of Image-Guided Spinal Navigation
The use of an image-guided navigational system for localizing intracranial lesions has been previously described.7,8 Image-guided navigation establishes a spatial relationship between a preoperative CT image and its corresponding intraoperative anatomy. Both the CT image and the anatomy can each be viewed as a three-dimensional coordinate system with each point in that system having a specific x, y, and z Cartesian coordinate. Using defined mathematical algorithms, a specific point in the image data set can be matched to its corresponding point in the surgical field. This process is called registration and represents the critical step of image-guided navigation. At least three points need to be matched, or registered, to allow for accurate navigation.
A variety of navigational systems have evolved during the past decade. The common components of most of these systems include an image-processing computer workstation interfaced with a two-camera optical localizer (Fig. 305-1). When positioned during surgery, the optical localizer emits infrared light toward the operative field. A handheld navigational probe mounted with a fixed array of passive reflective spheres serves as the link between the surgeon and the computer workstation (Fig. 305-2). Alternatively, passive reflectors may be attached to standard surgical instruments. The spacing and positioning of the passive reflectors on each navigational probe or customized trackable surgical instrument is known by the computer work-station. The infrared light that is transmitted toward the operative field is reflected back to the optical localizer by the passive reflectors. This information is then relayed to the computer work-station, which can then calculate the precise location of the instrument tip in the surgical field as well as the location of the anatomic point on which the instrument tip is resting.
The initial application of navigational principles to spinal surgery was not intuitive. Early navigational technology applied to intracranial surgery used an external frame mounted to the patient’s head to provide a point of reference to link preoperative image data to intracranial anatomy. This was not practical for spinal surgery. The current generation of intracranial navigational technology uses reference markers or fiducials that are attached to the patient’s scalp before imaging. However, the use of these surface-mounted fiducials for spinal navigation is not practical because of accuracy issues related to a greater degree of skin movement over the spinal column.9,10 This is less of a problem with intracranial applications because of the relatively fixed position of the overlying scalp to the underlying anatomy.
The application of navigational technology to spinal surgery involves using the rigid spinal anatomy as a frame of reference. Bone landmarks on the exposed surface of the spinal column provide the points of reference necessary for image-guided navigation. Specifically, any anatomic landmark that can be identified intraoperatively as well as in the preoperative image data set can be used as a reference point. The tip of a spinous or transverse process, a facet joint, or a prominent osteophyte can serve as a potential reference point (Fig. 305-3). Because each vertebra is a fixed, rigid body, the spatial relationship of the selected registration points to the vertebral anatomy at a single spinal level and is not affected by changes in body position.
The purpose of the registration process is to establish a precise spatial relationship of the image data with the physical space of the patient’s corresponding surgical anatomy. If the patient is moved after registration, this spatial relationship is distorted, making the navigational information inaccurate. This problem can be minimized by the optional use of a spinal tracking device consisting of a separate set of four passive reflectors mounted in a known configuration on a small frame. This reference frame can be attached to the exposed spinal anatomy and its position in space tracked by the infrared camera system (Fig. 305-4). Movement of the spinal anatomy and the attached frame alerts the navigational system, which can then make the appropriate correctional calculations to maintain accuracy and eliminate the need to repeat the registration process. The disadvantage of using a tracking device is the added time needed for its attachment to the spine, the need to maintain a line of sight between it and the camera, and the inconvenience of having to perform the procedure with the device placed in the surgical field. It is particularly cumbersome when image-guided navigation is used during cervical procedures. Alternatively, image-guided spinal navigation can be performed without a tracking device.1,12 This involves acknowledging the effect of patient movement on the accuracy of image-guided navigation and maintaining reasonably stable patient position during the relatively short amount of time needed (i.e., 10 to 20 seconds) for the selection of each appropriate screw trajectory. Patient movement can potentially occur with respiration, from the surgical team leaning on the table, or from a change of table position. Movement associated with patient respiration is negligible and does not require any tracking, even in the thoracic spine. Although movement associated with leaning on the table or repositioning the table or the patient will affect registration accuracy, it can be easily avoided during the short navigational procedure. If inadvertent patient movement does occur, the registration process can be repeated.
Alternatively, a second registration technique called surface matching can be used. This technique involves selecting multiple, random (nondiscrete) points on the exposed surface of the spine in the surgical field. This technique does not require prior selection of points in the image set, although several discrete points in both the image data set and the surgical field are frequently required to improve the accuracy of surface mapping. The positional information of these points is transferred to the work-station, and a topographic map of the selected anatomy is created and matched to the patient’s image set.11
Typically, paired point registration can be done more quickly than surface mapping. The average time needed for paired point registration is 10 to 15 seconds. The time needed for surface mapping is much longer, with difficult cases requiring as much as 10 to 15 minutes. With the need to perform several registration processes during each surgery, this time difference can significantly affect the length of the navigational procedure and the surgery.12
Clinical Applications
Image-guided spinal navigation was initially evaluated for the insertion of pedicle screws in the thoracic and lumbosacral spines of cadaver specimens. The accuracy of screw insertion was documented by plain film radiography and thin-section CT imaging of the instrumented levels. Satisfactory screw placement was noted for 149 of 150 inserted screws.2 The initial clinical application of image-guided spinal navigation was its use for lumbosacral pedicle fixation.1,13,14 Other spinal applications gradually evolved including transoral decompression, cervical screw fixation, thoracic pedicle fixation, decompression of spinal metastasis, and anterior thoracolumbar decompression and fixation procedures.12,15–20