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                                                                          CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS        317




                                       Long Bone Fracture Biomechanics
                                                                                                      Gina Bertocci, PhD, PE




INTRODUCTION                                                       through the bone tissue and their load carrying capacity.
                                                                   Each type of bone has unique biomechanical properties and
Fractures in children can occur as a result of either accident     therefore has a unique response to the application of force.
or abuse. Clinicians are often asked to determine whether a        These differences reflect their specific function in the human
fracture could have resulted from a stated cause such as a         body. Cortical bone is primarily responsible for the support-
fall from a sofa or bed. To determine whether a stated cause       ive load-bearing function of the skeleton, while cancellous
is compatible with a presenting fracture, a basic understand-      bone provides cushioning to skeletal structures during
ing of biomechanics as it relates to fractures can be useful.      loading.
Biomechanics relies upon the use of engineering or physics            A more detailed description of bone anatomy is provided
principles to study the response of biological tissue to physi-    in Chapter 31.
cal phenomena such as force, acceleration, or pressure. Bio-
mechanical principles can provide an improved understanding
of how a bone will respond to the application of a force and       BIOMECHANICAL
its likelihood to fracture under certain conditions.               CONCEPTS IMPORTANT TO
    The objectives of this chapter are:
                                                                   UNDERSTANDING FRACTURES
1. To describe characteristics of bone tissue anatomy that
                                                                   To determine whether a bone is likely to fracture under a
   are related to bone strength and biomechanical response
                                                                   given loading condition, key biomechanical terms and con-
   to loading
                                                                   cepts must first be understood. Table 35-1 lists biomechani-
2. To describe fundamental biomechanical concepts impor-
                                                                   cal terms and definitions.
   tant to fracture prediction
3. To describe biomechanical factors that affect the likeli-
   hood of bone fracture                                           Force
                                                                   The application of a force tends to cause a body or object
OVERVIEW OF LONG BONE ANATOMY                                      with mass to accelerate, change position, or change shape.
                                                                   Force can be defined as the mass of an object times its accel-
Long bones, such as the femur, tibia, and humerus, consist         eration. Figure 35-2 illustrates the response of a spring to a
of the shaft, or diaphyseal region, which consists of compact      compressive force and tensile (pulling) force. A combination
or cortical bone (Figure 35-1). The segments on either end         of multiple forces along with their direction of application
of the diaphysis consist of cancellous or trabecular bone, and     can be defined as the loading condition.
are called the metaphyseal region. A connective tissue layer,
periosteum, covers the outer surface of long bones.                Moment
    Cortical bone tissue is dense, and is composed of haver-
sian microsystems, which include concentric rings of lamel-        A moment is the tendency to produce an object’s rotation
las constructed of mineralized collagen fibers and lacunae.        when applied at a perpendicular distance (moment arm)
The lacunae contain bone cells, or osteocytes. The number,         from the axis of rotation.3 A moment can be defined as
size, and distribution of the lacunae affect the cortical bone’s   the force applied times the moment arm. The concepts
response to loading.2                                              related to a moment can be illustrated by the action of a
    Cancellous bone tissue is made up of a network of rods         seesaw (Figure 35-3). When two individuals of equal mass
and plates that resemble a honeycomb structure. The plates         are sitting on the seesaw, it is balanced, the moments on
are mineralized and their thickness and direction of align-        each side are equal, and no movement occurs. However,
ment affects load-bearing capacity. The honeycomb struc-           when an individual of larger mass (delivering a greater
ture of cancellous bone tissue is made up of microstructure        downward force to the seesaw) sits on one side of the
units referred to as trabeculas. Cancellous bone is less dense     seesaw this will generate a larger moment, which serves to
than cortical bone and is porous in nature with a high             offset the balance of the seesaw creating its downward
surface area.                                                      motion on the side of the individual with greater mass.
    These differences in cancellous and cortical bone micro-       This downward movement tends to rotate the seesaw
structure lead to differences in the transmission of forces        about is axis of rotation.
                                                                                                                            317
318       SECTION V PHYSICAL ABUSE OF CHILDREN




Metaphyseal                                             Trabecular bone
     region                                             with adherent
                                                        periosteum
                                                        and thin cortex




                                                        Thick cortical bone
  Diaphyseal                                            with relatively
      region                                            loose periosteum




                                                                                Static                Compressed                  Stretched
                                                             Transition        FIGURE 35-2 Response of spring to compression (center) and
                                                             between           tension (right). Application of these forces alters the shape of the
                                                             diaphysis and     spring.
Metaphyseal                                                  metaphysis
     region
                                                                               BIOMECHANICAL
                                                                               MATERIAL PROPERTIES

FIGURE 35-1 Illustration of bone architecture. (From Pierce MC,
                                                                               Properties inherent to a specific biological material that
Bertocci GE, Vogeley E, et al: Evaluating long bone fractures in children: a   influence how it will respond when exposed to physical phe-
biomechanical approach with illustrative cases. Child Abuse Negl               nomena (e.g., force, acceleration) are referred to as biome-
2004;28:505-524.)                                                              chanical material properties. These properties characterize
                                                                               biological tissues and are not dependent on the size or shape
                                                                               (geometry) of the material. An example of a biomechanical
                                                                               material property is elasticity.

Stress                                                                         Elasticity
Force normalized over the area to which it is applied is                       A material is said to be elastic if it deforms under external force,
referred to as stress. Stress can be determined by dividing the                but returns to its original shape when the force is removed. A
force by the cross-sectional area of force application. There-                 biomechanical material property that describes the elastic
fore, for a given force, as the cross-sectional area decreases,                nature of a material is elasticity. Elasticity can be thought of as
stress increases. That is, a force applied to a small cross-                   defining the stiffness of a material, and it is often described
sectional area will yield a higher stress than when that same                  through a parameter known as the elastic modulus (abbreviated
force is applied to a large cross-sectional area (Figure 35-4).                as E1). The elastic modulus, E, of a material can be derived
The stress that develops within a bone under force applica-                    for a material by knowing the ratio of stress to strain. E is
tion is an important factor in determining how the bone will                   independent of the size and shape of a material. The elastic
respond and whether the bone will fracture. Stress also can                    modulus is a commonly reported material property in engi-
be described based upon the direction or type force that is                    neering handbooks for biological materials and for common
applied to an object. Terms that define specific types of stress               materials such as metals, wood, plastics, etc. Often engineers
depend upon the characteristics of force application; these                    will perform an experiment that entails applying a force or
include compression, tension, bending, torsion, and shear                      stress to a material, while measuring the corresponding defor-
(Table 35-1). Figure 35-5 demonstrates graphical depictions                    mation or strain. These quantities are then plotted against
of stress applications.                                                        each other and the slope of the line formed by the plot can
                                                                               be determined to yield the elastic modulus (Figure 35-7). A
                                                                               material with a low elastic modulus (E2 in Figure 35-7) would
                                                                               have greater deformation (greater strain) under a given load
Strain
                                                                               (or stress) as compared with a material with a high elastic
The change in length of an object (e.g., bone) normalized to                   modulus (E2 in Figure 35-7).
its original length is referred to as strain. Strain can be deter-
mined by dividing the change in length of an object by its                     Yield Strength
original length (Figure 35-6). Strain is also an important
factor in determining whether or not a bone fractures under                    From a stress : strain curve, additional material properties
certain loading conditions.                                                    can be defined and are important to predicting a bone’s
CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS           319


  Table 35-1 Biomechanical Terms and Definitions
 Term                                                                              Definition

 Anisotropy                  Material that displays different material properties and responds differently to loading in different
                              directions. Long bones are typically strongest in compression and weakest in shear loading.

 Bending stress              Occurs when a force is applied perpendicular to the long axis of a structure or object causing tension on
                              one side and compression on the other.

 Biomechanical               Characterizes a material and defines how a material will respond to exposure to physical phenomena
  material properties         (e.g., force, acceleration). Modulus of elasticity is an example of a material property.

 Biomechanics                Study of response of biological tissue to physical phenomena such as force, acceleration, pressure, etc.

 Compression                 Stress created by compressing or “squeezing” an object or structure.

 Deformation                 Change in size or shape of an object due to application of force. Deformation can be elastic or
                              permanent.

 Elasticity                  Material is said to be elastic if it deforms under stress (e.g., external forces), but then returns to its
                              original shape when the stress is removed. Often described through modulus of elasticity, E, which is
                              the ratio of stress to strain and can be thought of as defining the stiffness of a material.

 Force                       Application of which tends to cause a body or object with mass to accelerate, change position, or child
                              shape.
                              (Force = Mass × Acceleration)

 Fracture                    Failure of structure such that it is unable to support or withstand the applied load.

 Fracture threshold          Level of force or stress above which a fracture will occur.

 Load                        Describes the application of forces or moments to a body or object.

 Moment                      The tendency of a force to produce body or object rotation when applied at a perpendicular distance
                              (moment arm) from the axis of rotation.3
                              (Moment = Force × Moment Arm)

 Shear stress                Stress produced when force application is aligned with the surface of a body or object.

 Strain                      Change in length normalized to the original length of a body or object.3
                              (Strain = Change in Length/Original Length)

 Stress                      Force normalized to the area over which it is applied.3 The same force applied to a smaller cross section
                              will yield a higher stress.
                              (Stress = Force/Cross-Sectional Area)

 Tension                     Stress created by extending or “pulling” an object or structure.

 Torsional stress            Results from twisting an object or structure about its longitudinal axis.

 Ultimate strength           Stress beyond which an object or structures will fail or fracture.

 Viscoelasticity             Material is said to exhibit viscoelastic behavior if its response is dependent upon rate of strain
                              application. A viscoelastic material will appear stiffer at higher rates of strain application.

 Yield strength              Also known as elastic limit. Stress beyond which an object or structure will undergo permanent
                              deformation. Material responds elastically below the yield strength.




response to loading. The yield strength of a material can be                  is removed) and deformation is reversible in this region. In
defined as the stress beyond which an object or structure will                contrast, stresses greater than the yield strength will lead to
undergo permanent or plastic deformation. (Note: Although the                 plastic, irreversible, deformation. Figure 35-8 illustrates the
term “plastic” is often used clinically to indicate a reversible situation,   point on the stress : strain curve that identifies a material’s
in contrast the terminology “plastic” behavior or deformation in reference    yield strength. The stress : strain curve illustrates key proper-
to material response indicates a permanent or irreversible response.) In      ties related to a material’s response to loading. The material
other words, a material responds elastically below the yield                  will respond elastically at stresses below the yield strength,
strength (material returns to its original shape when the load                and plastically when stresses exceed the yield strength.
320        SECTION V PHYSICAL ABUSE OF CHILDREN



                                                                                             Smaller
                                     Moment                Moment                             mass
                                       Arm                  Arm

                                                                                                                                 Larger
                                                                                                                                 mass

                   Force                                                  Force



                                                           Axis of rotation
                                       Moment = Moment                                          Moment small < Moment large
FIGURE 35-3 Individuals with equal mass balance the seesaw creating equal moments (left). The individual with greater mass generates a larger
moment causing the seesaw to rotate (right).




                   F                                  F



                                                                                                                                     E = Elastic modulus




                                                                                    Stress
                                                                                                                                     E = Stress/strain
                                                                                                        E1                           E1 stiffer than E2

               Stress           >                 Stress
FIGURE 35-4 A force applied to a smaller cross-sectional area                                            E2
generates a higher level of stress as compared to when this same
force is applied to a larger cross-sectional area.                                                           Strain
                                                                                  FIGURE 35-7 Elastic modulus is the slope of the stress : strain curve.
                                                                                  It is often referred to as the stiffness of a material. In this diagram, the
                                                                                  material defined by E1 is stiffer than the material defined by E2.




                                                      F
       F                                                                      F               Elastic           Plastic
                        F                F
                                                                                              region            region


                                F                                                                                                         Fracture strength
                                                                                  Stress




                                              F
                        F                                           F                                                                     Ultimate strength
       F                                                                                                E1
                                                      F
Compression      Tension            Bending         Torsion         Shear                                                                 Yield strength
FIGURE 35-5 Type of stress depends upon the characteristics of
force application.                                                                                                                        Strain at fracture


                                                                                                              Strain
                                                                                  FIGURE 35-8 Stress : strain curve illustrating key properties related
                                                                                  to a material’s response to loading. The material will respond
                                                                                  elastically at stresses below the yield strength, and plastically when
                                                                                  stresses exceed the yield strength.


                                                               ∆L
                            L                       Strain =
                                                               L                  Ultimate Strength
                                                                                  The ultimate strength of a material is the stress at which a
                                                                                  material or structure will fail. In the case of bone tissue,
                                                                                  failure would be defined as fracture.
                        ∆L
                                              Force                               Anisotropy
FIGURE 35-6 Force applied to an object can stretch or deform the
                                                                                  Some materials respond differently when loading is applied
object. The change in length as compared with an object’s original                from different directions. These materials are defined as
length is defined as strain.                                                      anisotropic. Materials responding similarly under loading
CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS                         321


conditions applied from varying directions are referred to as                        Anisotropy and Strength. As previously stated, bone
isotropic. The material will respond elastically at stresses                     tissue is considered an anisotropic material, responding differ-
below the yield strength, and plastically when stresses exceed                   ently under varying directions of loading. For example,
the yield strength.                                                              Table 35-3 shows that femoral cortical bone tissue loaded
                                                                                 longitudinally (parallel to the long axis of the bone) in tension
FACTORS AFFECTING                                                                has a higher ultimate strength (133 MPa) as compared to
                                                                                 when the same tissue is loaded in a transverse direction
LIKELIHOOD OF FRACTURE
                                                                                 (perpendicular to the long axis of the bone) under tension
The likelihood of a fracture occurring in a specific bone is                     (51 MPa).6
dependent upon a number of factors that can be categorized                           Long bones also typically have increased strength under
as extrinsic or intrinsic factors. Models capable of predicting                  compressive loading conditions, and exhibit the lowest
fractures are dependent upon accurate representation of                          strength under application of shear loading. Table 35-3 also
both intrinsic and extrinsic factors. Whether or not a frac-                     illustrates this concept for femoral cortical bone tissue.6
ture occurs depends upon the internal stresses developed                         When the femur is loaded longitudinally (parallel to the long
within the bone, and whether these internal stresses exceed                      axis of the bone) under compression, the ultimate strength
the fracture threshold.                                                          is 193 MPa, whereas when it is loaded longitudinally in
                                                                                 tension, the ultimate strength decreases to 133 MPa. This
                                                                                 difference in strength is also seen when the comparing com-
Intrinsic Factors
                                                                                 pression and tension loading in the transverse direction.
The response of bone to loading is dependent upon intrinsic
factors that include both material and structural or geomet-
ric characteristics of the bone.
                                                                                                     Elastic Moduli for Bone Tissue
                                                                                   Table 35-2
                                                                                                     and Other Materials3
Bone Material Properties
    Elastic Modulus. Table 35-2 provides elastic moduli for                        Material                                        E (GPa)*
cortical bone and trabecular bone in comparison with other                         Cortical bone                                  12-24†
common materials. Table 35-2 illustrates that cortical bone
is stiffer than trabecular bone (Ecortical > Etrabecular). Therefore,              Trabecular bone                                0.005-1.5†
for a given loading condition (below the yield strength),
trabecular bone will undergo greater deformation as com-                           Stainless steel                                190
pared with cortical bone. Trabecular bone tissue found at                          Polyethylene‡ (UHMWPE)                         1.2
the epiphysis and metaphysis of long bones has a high level
of porosity, providing the ability to deform without failure.                      *Gigapascal = 109 pascal.
The openings in trabecular bone tissue are filled with marrow                      †
                                                                                     Depends upon density and direction of loading.
and fat, which help to provide a degree of energy absorption                       ‡
                                                                                     Ultra high molecular weight polyethylene, used in joint replacements.
under loading.4,5



                 Ultimate Strength and Elastic Modules for Femoral Cortical Bone Under Varying Loading Conditions and
 Table 35-3
                 Directions
                      Type of Bone                    Direction             Loading Condition              Ultimate Strength               Elastic Modulus


                Cortical bone, femur               Longitudinal                Tension                         133 MPa                         17.0 GPa



                Cortical bone, femur               Longitudinal                Compression                     193 MPa*                        17.0 GPa



                Cortical bone, femur               Transverse                  Tension                           51 MPa                        11.5 GPa



                Cortical bone, femur               Transverse                  Compression                     133 MPa                         11.5 GPa


 *Strength of femoral cortical bone tissue varies depending upon loading direction and characteristics of the load. The red box designates the conditions
 under which the femoral cortical bone has the greatest strength.7 (The specimens evaluated in this study were harvested from cadavers ranging in age from
 19-80 years.)
 MPa, Millipascal; GPa, gigapascal.
322     SECTION V PHYSICAL ABUSE OF CHILDREN



                          30                                                                                    ri

         Strength (MPa)
                          20

                                                                                                                ro
                                                                        FIGURE 35-10 Approximation of long bone cross-sectional geometry
                          10                                            (ri = inner radius; ro = outer radius).




                           0
                               0         200         400          600
                                                                                    Femoral Geometric Characteristics
                                   Bone mineral density (mg/cc)
                                                                         Table 35-4 and Moment of Inertia for
                                                                                    Newborn vs. 6-Month-Old Child
FIGURE 35-9 Compressive strength of femoral trabecular bone
tissue increases with increasing bone mineral density.8                                    Moment of          Outer            Cortical
                                                                         Age                Inertia          Diameter         Thickness

                                                                         Newborn             63 mm4           6.0 mm           2.15 mm
    Density and Strength. Bone tissue strength is also depen-
dent upon bone mineral density.7 In general, the strength of             6 months          291 mm4            9.0 mm           2.0 mm
bone tissue increases with increasing bone mineral density
as illustrated in Figure 35-9. Trabecular bone mineral
density ranges from 0.1 to 1.0 g/cc, whereas cortical bone
tissue density is approximately 1.8 g/cc. Since bone mineral
density is directly related to strength, it is important when               Bending. When a bending load, or moment, is applied
assessing the likelihood of fracture to consider those condi-           to a bone, the maximum internal stress (σ) developed within
tions that can alter bone mineral density (see Chapter 31).             that bone is dependent upon the magnitude of the applied
    Bone Geometric Characteristics. The geometric charac-               moment and the geometric characteristics of the bone. The
teristics of the bone structure will also affect its response to        internal stress is directly related to the bending moment
loading. Depending on whether the bone is subjected to                  applied and indirectly related to the moment of inertia (described
bending, axial loading or torsion determines which aspects              later).
of the bone geometry relates to its resistance to fracture.                 In a simplified representation of a long bone cross-sec-
Important geometric characteristics can include the inner               tional geometry as a hollow tube, the inner radius (ri, center
and outer diaphysis radii, along with the cross-sectional area,         of bone to medullary canal wall) and outer radius (ro, center
or cortical wall thickness, of the bone structure.                      of bone to outer cortical wall) affect the level of stress devel-
                                                                        oped within the bone (Figure 35-10). When a bending load
                                                                        is applied, the structure is in tension on the side of load
The Importance of Intrinsic Factors                                     application, and in compression on the opposite side. The
                                                                        ability of a bone to resist bending stress is dependent upon
Related to Pediatric Bone Tissue
                                                                        its moment of inertia, I. When a long bone is approximated
Curry8 compared age-related bone tissue from younger chil-              as a hollow tube, the moment of inertia can be defined as;
dren to adults. Bone tissue from younger children dissipated
                                                                                              I = Π 4 ( ro 4 − ri 4 )
more energy before fracture. With larger haversian canals, a
                                                                                            Where Π = 3.14159265.
child’s bone is more porous and thus tolerates a greater level
of strain as compared with adult bones prior to fracture.                   As an example, Table 35-4 compares geometric charac-
                                                                        teristics that are used to determine the moment of inertia for
                                                                        the femur of a newborn and 6 month-old-infant to illustrate
Extrinsic Factors
                                                                        this concept. As shown, the 6-month-old child has a moment
Bone tissue response to loading is also dependent upon extrin-          of inertia, which is 4.6 times that of a newborn.
sic factors such as loading characteristics.                                The maximum internal stress, σ, associated with a appli-
                                                                        cation of a bending moment, M, can then be estimated as;
Types and Characteristics of Loads                                                                 σ = My I ,
The characteristics of the loading applied to a bone are key            where y = distance from the neutral axis, or ro when estimat-
to understanding its resistance to fracture. The magnitude,             ing the maximum internal stress.
distribution, and direction of loading are important to                    Using the previous comparison of the newborn
whether or not a bone will fracture. Various combinations               and 6-month-old child’s femur geometry and moment of
of geometric characteristics (intrinsic factors) are key to a           inertia, it can be shown that for a given bending moment
bone’s ability to resist fracture depending upon the char-              application, the internal femoral stress, σ, experienced by
acteristics of loading. Two common loading conditions,                  the 6-month-old is one third of that experienced by the
bending and torsion, are discussed in greater detail next.              newborn.
CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS        323


    Once the maximum internal bending stress, σ, has been          Response to Rate (Speed)
estimated, this value is then compared with the ultimate           of Loading Application
strength of the bone tissue to determine the response of the
bone. If σ exceeds the ultimate bending strength of the bone       Bone tissue response is also dependent upon the rate at
tissue, then the bone will fail or fracture.                       which the loading is applied. Materials that are time- or
    Torsion. A similar type of analysis can be undertaken as       rate-dependent are referred to as viscoelastic. Figure 35-11
it relates to torsional loading conditions applied to a long       illustrates the influence of strain rate (rate of deformation)
bone. In torsional loading, internal bone stress is directly       on cortical bone ultimate strength and elastic modulus.9 This
related to the torque (force times moment arm) or twisting         figure shows that the ultimate strength and elastic modulus
applied to the bone. The bone’s ability to resist fracture         increase with rapid loading or deformation. The ultimate
under these conditions is dependent upon the polar moment of       strength increases by roughly a factor of 3, while the elastic
inertia, J. Assuming again that the cross-section of a long bone   modulus increases by a factor of approximately 2 over the
can be approximated as a hollow tube (Figure 35-10), the           strain rate range. (Note that normal activities typically occur
polar moment of inertia, J, can be defined as;                     at a strain rate of <0.01/sec.)
                       J = Π 2 ( ro 4 − ri 4 )
    Table 35-5 compares the femoral geometric characteris-         Combining Intrinsic
tics and polar moment of inertia of a newborn and 6-month-
                                                                   and Extrinsic Factors
old child. Table 35-5 shows that the 6-month-old child has
a femoral polar moment of inertia that is 4.6 times that of a      The process by which one determines whether a fracture
newborn. This difference is important because it relates to        occurs in a laboratory setting is obviously somewhat different
the bone’s ability to resist fracture.                             than that which can be used in a clinical setting. Nonethe-
    When torque is applied to a bone, the associated               less, it is of value to understand the idealized steps that one
maximum internal torsional stress, τ, can be determined            would take assuming that all information relevant to an
using the following equation:                                      incident, the associated loading conditions, and the child’s
                                                                   bone structure and properties could be obtained. Figure
                            τ = Tr J
                                                                   35-12 provides an overview of the idealized conceptual
where r represents the radius of the bone, T represents the        process that would be used to determine whether a fracture
torque applied, and J represents the polar moment of inertia.      would occur for a given incident.
Using the geometric data provided and polar moment of                  In this idealized approach, the loading characteristics
inertia determined (Table 35-5) for the newborn and                (direction of application, location of application, and mag-
6-month-old child, the maximum internal torsional stress for       nitude) associated with an incident are extracted or deter-
a given applied torque can be expressed as:                        mined through close examination of the event. These loading
                                                                   characteristics are used to estimate the internal stress devel-
            T6 mo = T (4.5) 582 Tnewborn = T (3) 126               oped within the bone structure. The internal stress devel-
                      T6 mo : Tnewborn = 0.33                      oped within the bone is then compared with the strength of
                                                                   the bone tissue to determine the resultant response.
   Therefore, it can be shown that for a given torque appli-           Although the approach presented in Figure 35-12 pro-
cation to the femur, the internal torsional stress experienced     vides an “ideal” method for assessing fractures, many
by the 6-month-old child would be one third of that experi-        unknowns usually exist, preventing clinical application of
enced by a newborn.                                                this approach. Unknowns might include complex loading
   Again, once the maximum internal torsional stress has
been determined, this value can be compared with the ulti-
mate torsional strength of the bone tissue to determine
                                                                                              300                                            70
whether or not a fracture would occur. Internal stress values
that exceed the strength of the bone will lead to failure or
                                                                                                        Cortical bone
fracture of the bone.
                                                                    Ultimate strength (MPa)




                                                                                                                                                  Elastic modulus (GPa)




                                                                                              150                                            40


            Femoral Geometric Characteristics
 Table 35-5 and Polar Moment of Inertia for a
            Newborn vs. 6-Month-Old Child
                 Polar Moment               Outer       Cortical                                0                                         10
 Age               of Inertia             Diameter     Thickness                                .0001                  1               1000
                                                                                                              Strain rate (I/sec)
 Newborn           126 mm4                6.0 mm       2.15 mm     FIGURE 35-11 Ultimate cortical bone strength and elastic modulus
                                                                   in tension versus strain rate. Both properties increase with increasing
 6 Months          582 mm                 9.0 mm       2.0 mm      strain rate.
                                                                   * = Strain rate of typical normal activities.
324      SECTION V PHYSICAL ABUSE OF CHILDREN



                           Loading                            Internal                                        Bone
                          conditions                        bone stress                                     response

                           Bending
                                   F
                                                                                                       σbending




                                                                                            Stress
                               b                           σbending = My/I
                                                                                                                  E1
                      F
                                   F

                     Moment = F(b)
                                                                                                                  Strain




                                                        Incident assessment
FIGURE 35-12 Idealized conceptual approach to determining bone response to loading for a given incident.



conditions that consist of a combination of loading types,
unknown magnitude and direction of the loading, and
unknown biomechanical properties of the specific child’s                                               Injury              Fracture
bone tissue. Because such a quantitative approach often falls                                        causation               type
short in a clinical setting, a qualitative, modified approach
                                                                                                             Fracture
to fracture assessment (described below), which is based in                                                assessment
principle upon the idealized quantitative approach, can
usually be implemented.                                                                                       Injury
                                                                                                            mechanism


QUALITATIVE FRACTURE                                                     FIGURE 35-13 Fracture Assessment Model. A model to assess
ASSESSMENT MODEL                                                         fractures and their biomechanical compatibility with a stated cause is
                                                                         dependent upon three components: injury causation, injury
In the absence of quantitative data regarding the specific               mechanism, and fracture type. There should be continuity between
event and the child’s bone tissue properties, the determina-             these three components.
tion of whether a fracture is biomechanically compatible
with a stated cause can be aided by using the components
described in Figure 35-13. The proposed qualitative Frac-                transmitted to the bone structure (or region of the body)
ture Assessment Model attempts to convey the interrelation-              where a fracture is present. The description should include
ship of injury causation, injury mechanism, and fracture                 the direction of force(s), the planes of the body where the
type. The components of this model can be defined as                     force(s) are applied, and an evaluation of the transmission of
follows.                                                                 these forces to the bone. An example of an injury mechanism
                                                                         is a torsional load applied to the tibia when a toddler’s foot
Injury Causation                                                         becomes entangled with a toy or carpet while running or
                                                                         walking in the forward direction. A typical resulting fracture
Injury causation is a detailed description of the event that             from this type of torsional load application would be a non-
leads to a specific fracture or injury. Often the stated cause           displaced spiral fracture of the tibia.
of the injury is presented by the caregiver. The description
should include as many details as possible, such as the child’s          Fracture Type
initial position and posture, dynamics during the fall, landing
position, and surface upon which the child fell. An example              The fracture type is the morphological description of the
of injury causation is a child rolling from an 18 inch high              resulting fracture pattern and its location on the bone. An
bed from a horizontal posture onto a carpeted floor landing              example of fracture type is a spiral fracture to the midshaft
onto an outstretched arm.                                                of the tibia. Pierce et al1 provides a detailed overview of
                                                                         fracture types associated with various loading conditions.
                                                                         Loading conditions and resulting fracture types are covered
Injury Mechanism
                                                                         in Chapter 32.
The injury mechanism describes how forces or accelerations                  This model should be applied in a stepwise progression
associated with the injury causation (i.e., event) can be                starting with the injury causation moving through the injury
CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS                         325


mechanism and finally onto the resulting fracture type. There           Fracture Type: Comminuted spiral fracture of the femur.
should be continuity of flow from one component of the                  Fracture Assessment: In this case the injury mechanism necessary
model to the next. Evaluating each component of this model                 to create a comminuted spiral femur fracture cannot be
will help the clinician to qualitatively “reconstruct” the event           ascertained from the injury causation. A comminuted
and evaluate the compatibility of the fracture and the stated              spiral fracture of the femur would require exposure to high
cause. That is, the injury causation must be capable of generat-           level of torsional loading. Therefore the continuity of flow
ing specific forces of a magnitude and direction that can lead             from one component of the model to the next is broken,
to an injury mechanism that is capable of generating a specific            and it can be concluded that the stated cause of injury and
fracture type. If the injury causation can lead to fall dynamics that      presenting fracture are biomechanically incompatible.
are capable of generating a loading pattern that can create
a specific fracture type, then the clinician has an improved level      KEY POINTS IN FRACTURE
of confidence that the stated cause could have resulted in the          ASSESSMENT
fracture. (This same assessment model can also be used for
other types of injuries.) The simplified examples provided              ●   Knowledge of biomechanics is important when attempt-
below will help to illustrate application of the Qualitative                ing to determine whether a bone will fracture under given
Fracture Assessment Model.                                                  loading conditions.
                                                                        ●   Both intrinsic and extrinsic factors must be considered
                                                                            when attempting to determine whether a bone will frac-
Fracture Assessment                                                         ture under given loading conditions.
                                                                            j Intrinsic factors important to determining likelihood of
Case 1: Skiing Incident
                                                                               fracture:
Stated Cause: 5-year-old child involved in skiing incident.                     Bone biomechanical or material properties (elastic
Injury Causation: Child was downhill skiing and the tip of her                    modulus, yield strength, ultimate strength, etc.)
    ski caught on a tree trunk. The child continued to move                     Bone geometry (cortical wall thickness, inner and
    forward down the slope, abruptly falling to the ground,                       outer radii)
    facing supine with her leg folded beneath her. The child                j Extrinsic factors important to determining likelihood of
    was subsequently unable to bear weight on one lower                        fracture:
    extremity.                                                                  Characteristics of loading (type, direction and rate
Injury Mechanism: The tree trunk retained the tip of the ski such                 of application)
    that the ski rotated relative to the child’s lower extremity,       ●   Internal bone stress is dependent upon loading conditions
    introducing a torsional (twisting) load on the tibia.                   and geometrical characteristics of the bone.
Fracture Type: Spiral fracture to the diaphysis of the tibia.           ●   Bone tissue response to loading is dependent upon inter-
Fracture Assessment: In this case the injury causation can lead             nal bone stress as well as the material or biomechanical
    to an injury mechanism that can cause the presenting                    properties of the bone.
    fracture. As previously stated, torsional loading will lead         ●   When assessing fractures, injury causation, injury mecha-
    to spiral fractures and given the injury causation in this              nism and fracture morphology must be considered.
    case, it is reasonable that torsional type loading will be          ●   Fracture morphology must be compatible with a specific
    present. The assessment of this case is that the stated cause           injury mechanism which can be derived from a specific
    is compatible with and supports the resulting fracture.                 injury causation. There must be continuity between injury
                                                                            causation, injury mechanism and fracture type.
Fracture Assessment Case 2: Sofa Fall
                                                                        References
Stated Cause: 6-month-old child fell from sofa.
Injury Causation: The caregiver stated that the child was lying         1. Pierce MC, Bertocci GE, Vogeley E, et al: Evaluating long bone frac-
                                                                           tures in children: a biomechanical approach with illustrative cases. Child
    on a sofa 18 inches above a padded carpeted floor and                  Abuse Negl 2004;28:505-524.
    then rolled off the sofa. The caregiver also stated that the        2. Mullender MG, Huiskes R, Versleyen H, et al: Osteocyte density and
    child fell free to the floor, did not impact any object                histomorphometric parameters in cancellous bone of the proximal femur
    during the fall, and no limbs were retained by the sofa.               in five mammalian species. J Orthop Res 1996;14:972-979.
Injury Mechanism: When evaluating the fracture type (spiral             3. Lucas GL, Francis CW, Friis EA: A primer of biomechanics. Springer, New
                                                                           York, 1999.
    comminuted), one would evaluate the injury causation to             4. Hall SJ: Basic biomechanics, ed 3, WCB McGraw-Hill, Boston, 1999.
    determine if torsional loading (necessary to generate a             5. Gomez MA, Nahum AM: Biomechanics of bone. In: Nahum A, Melvin
    spiral fracture) could result. Given that the fall was a free          J (eds): Accidental Injury: Biomechanics and Prevention, ed 2, Springer-Verlag,
    fall to the floor, however, and no limbs were impinged                 New York, 2002, pp 206-227.
                                                                        6. Reilly DT, Burstein AH: The elastic and ultimate properties of compact
    within the sofa, it is difficult to envision how a torsional           bone tissue. J Biomech 1975;8:393-405.
    load could be introduced during this event. The most                7. Lotz JC, Gerhart TN, Hayes WC: Mechanical properties of trabecular
    likely loading pattern resulting from a free fall from a sofa          bone for the proximal femur: a quantitative QCT study. J Comput Assist
    is a bending or compression pattern. Also of interest in               Tomogr 1990;14:107-114.
    this case, the presence of bone fragments suggests a high           8. Currey JD, Butler G: The mechanical properties of bone tissue in chil-
                                                                           dren. J Bone Joint Surg 1975;57:810-814.
    level of energy was imparted to the child’s femur. A fall           9. Wright TM, Hayes WC: Tensile testing of bone over a wide range of
    from a sofa onto a carpeted floor would not be classified              strain rates: effects of strain rate, microstructure and density. Med Biol
    as a high-energy event.                                                Eng Comput 1976;14:671-680.

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Biomecanica fractura huesos_largos

  • 1. 35 CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS 317 Long Bone Fracture Biomechanics Gina Bertocci, PhD, PE INTRODUCTION through the bone tissue and their load carrying capacity. Each type of bone has unique biomechanical properties and Fractures in children can occur as a result of either accident therefore has a unique response to the application of force. or abuse. Clinicians are often asked to determine whether a These differences reflect their specific function in the human fracture could have resulted from a stated cause such as a body. Cortical bone is primarily responsible for the support- fall from a sofa or bed. To determine whether a stated cause ive load-bearing function of the skeleton, while cancellous is compatible with a presenting fracture, a basic understand- bone provides cushioning to skeletal structures during ing of biomechanics as it relates to fractures can be useful. loading. Biomechanics relies upon the use of engineering or physics A more detailed description of bone anatomy is provided principles to study the response of biological tissue to physi- in Chapter 31. cal phenomena such as force, acceleration, or pressure. Bio- mechanical principles can provide an improved understanding of how a bone will respond to the application of a force and BIOMECHANICAL its likelihood to fracture under certain conditions. CONCEPTS IMPORTANT TO The objectives of this chapter are: UNDERSTANDING FRACTURES 1. To describe characteristics of bone tissue anatomy that To determine whether a bone is likely to fracture under a are related to bone strength and biomechanical response given loading condition, key biomechanical terms and con- to loading cepts must first be understood. Table 35-1 lists biomechani- 2. To describe fundamental biomechanical concepts impor- cal terms and definitions. tant to fracture prediction 3. To describe biomechanical factors that affect the likeli- hood of bone fracture Force The application of a force tends to cause a body or object OVERVIEW OF LONG BONE ANATOMY with mass to accelerate, change position, or change shape. Force can be defined as the mass of an object times its accel- Long bones, such as the femur, tibia, and humerus, consist eration. Figure 35-2 illustrates the response of a spring to a of the shaft, or diaphyseal region, which consists of compact compressive force and tensile (pulling) force. A combination or cortical bone (Figure 35-1). The segments on either end of multiple forces along with their direction of application of the diaphysis consist of cancellous or trabecular bone, and can be defined as the loading condition. are called the metaphyseal region. A connective tissue layer, periosteum, covers the outer surface of long bones. Moment Cortical bone tissue is dense, and is composed of haver- sian microsystems, which include concentric rings of lamel- A moment is the tendency to produce an object’s rotation las constructed of mineralized collagen fibers and lacunae. when applied at a perpendicular distance (moment arm) The lacunae contain bone cells, or osteocytes. The number, from the axis of rotation.3 A moment can be defined as size, and distribution of the lacunae affect the cortical bone’s the force applied times the moment arm. The concepts response to loading.2 related to a moment can be illustrated by the action of a Cancellous bone tissue is made up of a network of rods seesaw (Figure 35-3). When two individuals of equal mass and plates that resemble a honeycomb structure. The plates are sitting on the seesaw, it is balanced, the moments on are mineralized and their thickness and direction of align- each side are equal, and no movement occurs. However, ment affects load-bearing capacity. The honeycomb struc- when an individual of larger mass (delivering a greater ture of cancellous bone tissue is made up of microstructure downward force to the seesaw) sits on one side of the units referred to as trabeculas. Cancellous bone is less dense seesaw this will generate a larger moment, which serves to than cortical bone and is porous in nature with a high offset the balance of the seesaw creating its downward surface area. motion on the side of the individual with greater mass. These differences in cancellous and cortical bone micro- This downward movement tends to rotate the seesaw structure lead to differences in the transmission of forces about is axis of rotation. 317
  • 2. 318 SECTION V PHYSICAL ABUSE OF CHILDREN Metaphyseal Trabecular bone region with adherent periosteum and thin cortex Thick cortical bone Diaphyseal with relatively region loose periosteum Static Compressed Stretched Transition FIGURE 35-2 Response of spring to compression (center) and between tension (right). Application of these forces alters the shape of the diaphysis and spring. Metaphyseal metaphysis region BIOMECHANICAL MATERIAL PROPERTIES FIGURE 35-1 Illustration of bone architecture. (From Pierce MC, Properties inherent to a specific biological material that Bertocci GE, Vogeley E, et al: Evaluating long bone fractures in children: a influence how it will respond when exposed to physical phe- biomechanical approach with illustrative cases. Child Abuse Negl nomena (e.g., force, acceleration) are referred to as biome- 2004;28:505-524.) chanical material properties. These properties characterize biological tissues and are not dependent on the size or shape (geometry) of the material. An example of a biomechanical material property is elasticity. Stress Elasticity Force normalized over the area to which it is applied is A material is said to be elastic if it deforms under external force, referred to as stress. Stress can be determined by dividing the but returns to its original shape when the force is removed. A force by the cross-sectional area of force application. There- biomechanical material property that describes the elastic fore, for a given force, as the cross-sectional area decreases, nature of a material is elasticity. Elasticity can be thought of as stress increases. That is, a force applied to a small cross- defining the stiffness of a material, and it is often described sectional area will yield a higher stress than when that same through a parameter known as the elastic modulus (abbreviated force is applied to a large cross-sectional area (Figure 35-4). as E1). The elastic modulus, E, of a material can be derived The stress that develops within a bone under force applica- for a material by knowing the ratio of stress to strain. E is tion is an important factor in determining how the bone will independent of the size and shape of a material. The elastic respond and whether the bone will fracture. Stress also can modulus is a commonly reported material property in engi- be described based upon the direction or type force that is neering handbooks for biological materials and for common applied to an object. Terms that define specific types of stress materials such as metals, wood, plastics, etc. Often engineers depend upon the characteristics of force application; these will perform an experiment that entails applying a force or include compression, tension, bending, torsion, and shear stress to a material, while measuring the corresponding defor- (Table 35-1). Figure 35-5 demonstrates graphical depictions mation or strain. These quantities are then plotted against of stress applications. each other and the slope of the line formed by the plot can be determined to yield the elastic modulus (Figure 35-7). A material with a low elastic modulus (E2 in Figure 35-7) would have greater deformation (greater strain) under a given load Strain (or stress) as compared with a material with a high elastic The change in length of an object (e.g., bone) normalized to modulus (E2 in Figure 35-7). its original length is referred to as strain. Strain can be deter- mined by dividing the change in length of an object by its Yield Strength original length (Figure 35-6). Strain is also an important factor in determining whether or not a bone fractures under From a stress : strain curve, additional material properties certain loading conditions. can be defined and are important to predicting a bone’s
  • 3. CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS 319 Table 35-1 Biomechanical Terms and Definitions Term Definition Anisotropy Material that displays different material properties and responds differently to loading in different directions. Long bones are typically strongest in compression and weakest in shear loading. Bending stress Occurs when a force is applied perpendicular to the long axis of a structure or object causing tension on one side and compression on the other. Biomechanical Characterizes a material and defines how a material will respond to exposure to physical phenomena material properties (e.g., force, acceleration). Modulus of elasticity is an example of a material property. Biomechanics Study of response of biological tissue to physical phenomena such as force, acceleration, pressure, etc. Compression Stress created by compressing or “squeezing” an object or structure. Deformation Change in size or shape of an object due to application of force. Deformation can be elastic or permanent. Elasticity Material is said to be elastic if it deforms under stress (e.g., external forces), but then returns to its original shape when the stress is removed. Often described through modulus of elasticity, E, which is the ratio of stress to strain and can be thought of as defining the stiffness of a material. Force Application of which tends to cause a body or object with mass to accelerate, change position, or child shape. (Force = Mass × Acceleration) Fracture Failure of structure such that it is unable to support or withstand the applied load. Fracture threshold Level of force or stress above which a fracture will occur. Load Describes the application of forces or moments to a body or object. Moment The tendency of a force to produce body or object rotation when applied at a perpendicular distance (moment arm) from the axis of rotation.3 (Moment = Force × Moment Arm) Shear stress Stress produced when force application is aligned with the surface of a body or object. Strain Change in length normalized to the original length of a body or object.3 (Strain = Change in Length/Original Length) Stress Force normalized to the area over which it is applied.3 The same force applied to a smaller cross section will yield a higher stress. (Stress = Force/Cross-Sectional Area) Tension Stress created by extending or “pulling” an object or structure. Torsional stress Results from twisting an object or structure about its longitudinal axis. Ultimate strength Stress beyond which an object or structures will fail or fracture. Viscoelasticity Material is said to exhibit viscoelastic behavior if its response is dependent upon rate of strain application. A viscoelastic material will appear stiffer at higher rates of strain application. Yield strength Also known as elastic limit. Stress beyond which an object or structure will undergo permanent deformation. Material responds elastically below the yield strength. response to loading. The yield strength of a material can be is removed) and deformation is reversible in this region. In defined as the stress beyond which an object or structure will contrast, stresses greater than the yield strength will lead to undergo permanent or plastic deformation. (Note: Although the plastic, irreversible, deformation. Figure 35-8 illustrates the term “plastic” is often used clinically to indicate a reversible situation, point on the stress : strain curve that identifies a material’s in contrast the terminology “plastic” behavior or deformation in reference yield strength. The stress : strain curve illustrates key proper- to material response indicates a permanent or irreversible response.) In ties related to a material’s response to loading. The material other words, a material responds elastically below the yield will respond elastically at stresses below the yield strength, strength (material returns to its original shape when the load and plastically when stresses exceed the yield strength.
  • 4. 320 SECTION V PHYSICAL ABUSE OF CHILDREN Smaller Moment Moment mass Arm Arm Larger mass Force Force Axis of rotation Moment = Moment Moment small < Moment large FIGURE 35-3 Individuals with equal mass balance the seesaw creating equal moments (left). The individual with greater mass generates a larger moment causing the seesaw to rotate (right). F F E = Elastic modulus Stress E = Stress/strain E1 E1 stiffer than E2 Stress > Stress FIGURE 35-4 A force applied to a smaller cross-sectional area E2 generates a higher level of stress as compared to when this same force is applied to a larger cross-sectional area. Strain FIGURE 35-7 Elastic modulus is the slope of the stress : strain curve. It is often referred to as the stiffness of a material. In this diagram, the material defined by E1 is stiffer than the material defined by E2. F F F Elastic Plastic F F region region F Fracture strength Stress F F F Ultimate strength F E1 F Compression Tension Bending Torsion Shear Yield strength FIGURE 35-5 Type of stress depends upon the characteristics of force application. Strain at fracture Strain FIGURE 35-8 Stress : strain curve illustrating key properties related to a material’s response to loading. The material will respond elastically at stresses below the yield strength, and plastically when stresses exceed the yield strength. ∆L L Strain = L Ultimate Strength The ultimate strength of a material is the stress at which a material or structure will fail. In the case of bone tissue, failure would be defined as fracture. ∆L Force Anisotropy FIGURE 35-6 Force applied to an object can stretch or deform the Some materials respond differently when loading is applied object. The change in length as compared with an object’s original from different directions. These materials are defined as length is defined as strain. anisotropic. Materials responding similarly under loading
  • 5. CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS 321 conditions applied from varying directions are referred to as Anisotropy and Strength. As previously stated, bone isotropic. The material will respond elastically at stresses tissue is considered an anisotropic material, responding differ- below the yield strength, and plastically when stresses exceed ently under varying directions of loading. For example, the yield strength. Table 35-3 shows that femoral cortical bone tissue loaded longitudinally (parallel to the long axis of the bone) in tension FACTORS AFFECTING has a higher ultimate strength (133 MPa) as compared to when the same tissue is loaded in a transverse direction LIKELIHOOD OF FRACTURE (perpendicular to the long axis of the bone) under tension The likelihood of a fracture occurring in a specific bone is (51 MPa).6 dependent upon a number of factors that can be categorized Long bones also typically have increased strength under as extrinsic or intrinsic factors. Models capable of predicting compressive loading conditions, and exhibit the lowest fractures are dependent upon accurate representation of strength under application of shear loading. Table 35-3 also both intrinsic and extrinsic factors. Whether or not a frac- illustrates this concept for femoral cortical bone tissue.6 ture occurs depends upon the internal stresses developed When the femur is loaded longitudinally (parallel to the long within the bone, and whether these internal stresses exceed axis of the bone) under compression, the ultimate strength the fracture threshold. is 193 MPa, whereas when it is loaded longitudinally in tension, the ultimate strength decreases to 133 MPa. This difference in strength is also seen when the comparing com- Intrinsic Factors pression and tension loading in the transverse direction. The response of bone to loading is dependent upon intrinsic factors that include both material and structural or geomet- ric characteristics of the bone. Elastic Moduli for Bone Tissue Table 35-2 and Other Materials3 Bone Material Properties Elastic Modulus. Table 35-2 provides elastic moduli for Material E (GPa)* cortical bone and trabecular bone in comparison with other Cortical bone 12-24† common materials. Table 35-2 illustrates that cortical bone is stiffer than trabecular bone (Ecortical > Etrabecular). Therefore, Trabecular bone 0.005-1.5† for a given loading condition (below the yield strength), trabecular bone will undergo greater deformation as com- Stainless steel 190 pared with cortical bone. Trabecular bone tissue found at Polyethylene‡ (UHMWPE) 1.2 the epiphysis and metaphysis of long bones has a high level of porosity, providing the ability to deform without failure. *Gigapascal = 109 pascal. The openings in trabecular bone tissue are filled with marrow † Depends upon density and direction of loading. and fat, which help to provide a degree of energy absorption ‡ Ultra high molecular weight polyethylene, used in joint replacements. under loading.4,5 Ultimate Strength and Elastic Modules for Femoral Cortical Bone Under Varying Loading Conditions and Table 35-3 Directions Type of Bone Direction Loading Condition Ultimate Strength Elastic Modulus Cortical bone, femur Longitudinal Tension 133 MPa 17.0 GPa Cortical bone, femur Longitudinal Compression 193 MPa* 17.0 GPa Cortical bone, femur Transverse Tension 51 MPa 11.5 GPa Cortical bone, femur Transverse Compression 133 MPa 11.5 GPa *Strength of femoral cortical bone tissue varies depending upon loading direction and characteristics of the load. The red box designates the conditions under which the femoral cortical bone has the greatest strength.7 (The specimens evaluated in this study were harvested from cadavers ranging in age from 19-80 years.) MPa, Millipascal; GPa, gigapascal.
  • 6. 322 SECTION V PHYSICAL ABUSE OF CHILDREN 30 ri Strength (MPa) 20 ro FIGURE 35-10 Approximation of long bone cross-sectional geometry 10 (ri = inner radius; ro = outer radius). 0 0 200 400 600 Femoral Geometric Characteristics Bone mineral density (mg/cc) Table 35-4 and Moment of Inertia for Newborn vs. 6-Month-Old Child FIGURE 35-9 Compressive strength of femoral trabecular bone tissue increases with increasing bone mineral density.8 Moment of Outer Cortical Age Inertia Diameter Thickness Newborn 63 mm4 6.0 mm 2.15 mm Density and Strength. Bone tissue strength is also depen- dent upon bone mineral density.7 In general, the strength of 6 months 291 mm4 9.0 mm 2.0 mm bone tissue increases with increasing bone mineral density as illustrated in Figure 35-9. Trabecular bone mineral density ranges from 0.1 to 1.0 g/cc, whereas cortical bone tissue density is approximately 1.8 g/cc. Since bone mineral density is directly related to strength, it is important when Bending. When a bending load, or moment, is applied assessing the likelihood of fracture to consider those condi- to a bone, the maximum internal stress (σ) developed within tions that can alter bone mineral density (see Chapter 31). that bone is dependent upon the magnitude of the applied Bone Geometric Characteristics. The geometric charac- moment and the geometric characteristics of the bone. The teristics of the bone structure will also affect its response to internal stress is directly related to the bending moment loading. Depending on whether the bone is subjected to applied and indirectly related to the moment of inertia (described bending, axial loading or torsion determines which aspects later). of the bone geometry relates to its resistance to fracture. In a simplified representation of a long bone cross-sec- Important geometric characteristics can include the inner tional geometry as a hollow tube, the inner radius (ri, center and outer diaphysis radii, along with the cross-sectional area, of bone to medullary canal wall) and outer radius (ro, center or cortical wall thickness, of the bone structure. of bone to outer cortical wall) affect the level of stress devel- oped within the bone (Figure 35-10). When a bending load is applied, the structure is in tension on the side of load The Importance of Intrinsic Factors application, and in compression on the opposite side. The ability of a bone to resist bending stress is dependent upon Related to Pediatric Bone Tissue its moment of inertia, I. When a long bone is approximated Curry8 compared age-related bone tissue from younger chil- as a hollow tube, the moment of inertia can be defined as; dren to adults. Bone tissue from younger children dissipated I = Π 4 ( ro 4 − ri 4 ) more energy before fracture. With larger haversian canals, a Where Π = 3.14159265. child’s bone is more porous and thus tolerates a greater level of strain as compared with adult bones prior to fracture. As an example, Table 35-4 compares geometric charac- teristics that are used to determine the moment of inertia for the femur of a newborn and 6 month-old-infant to illustrate Extrinsic Factors this concept. As shown, the 6-month-old child has a moment Bone tissue response to loading is also dependent upon extrin- of inertia, which is 4.6 times that of a newborn. sic factors such as loading characteristics. The maximum internal stress, σ, associated with a appli- cation of a bending moment, M, can then be estimated as; Types and Characteristics of Loads σ = My I , The characteristics of the loading applied to a bone are key where y = distance from the neutral axis, or ro when estimat- to understanding its resistance to fracture. The magnitude, ing the maximum internal stress. distribution, and direction of loading are important to Using the previous comparison of the newborn whether or not a bone will fracture. Various combinations and 6-month-old child’s femur geometry and moment of of geometric characteristics (intrinsic factors) are key to a inertia, it can be shown that for a given bending moment bone’s ability to resist fracture depending upon the char- application, the internal femoral stress, σ, experienced by acteristics of loading. Two common loading conditions, the 6-month-old is one third of that experienced by the bending and torsion, are discussed in greater detail next. newborn.
  • 7. CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS 323 Once the maximum internal bending stress, σ, has been Response to Rate (Speed) estimated, this value is then compared with the ultimate of Loading Application strength of the bone tissue to determine the response of the bone. If σ exceeds the ultimate bending strength of the bone Bone tissue response is also dependent upon the rate at tissue, then the bone will fail or fracture. which the loading is applied. Materials that are time- or Torsion. A similar type of analysis can be undertaken as rate-dependent are referred to as viscoelastic. Figure 35-11 it relates to torsional loading conditions applied to a long illustrates the influence of strain rate (rate of deformation) bone. In torsional loading, internal bone stress is directly on cortical bone ultimate strength and elastic modulus.9 This related to the torque (force times moment arm) or twisting figure shows that the ultimate strength and elastic modulus applied to the bone. The bone’s ability to resist fracture increase with rapid loading or deformation. The ultimate under these conditions is dependent upon the polar moment of strength increases by roughly a factor of 3, while the elastic inertia, J. Assuming again that the cross-section of a long bone modulus increases by a factor of approximately 2 over the can be approximated as a hollow tube (Figure 35-10), the strain rate range. (Note that normal activities typically occur polar moment of inertia, J, can be defined as; at a strain rate of <0.01/sec.) J = Π 2 ( ro 4 − ri 4 ) Table 35-5 compares the femoral geometric characteris- Combining Intrinsic tics and polar moment of inertia of a newborn and 6-month- and Extrinsic Factors old child. Table 35-5 shows that the 6-month-old child has a femoral polar moment of inertia that is 4.6 times that of a The process by which one determines whether a fracture newborn. This difference is important because it relates to occurs in a laboratory setting is obviously somewhat different the bone’s ability to resist fracture. than that which can be used in a clinical setting. Nonethe- When torque is applied to a bone, the associated less, it is of value to understand the idealized steps that one maximum internal torsional stress, τ, can be determined would take assuming that all information relevant to an using the following equation: incident, the associated loading conditions, and the child’s bone structure and properties could be obtained. Figure τ = Tr J 35-12 provides an overview of the idealized conceptual where r represents the radius of the bone, T represents the process that would be used to determine whether a fracture torque applied, and J represents the polar moment of inertia. would occur for a given incident. Using the geometric data provided and polar moment of In this idealized approach, the loading characteristics inertia determined (Table 35-5) for the newborn and (direction of application, location of application, and mag- 6-month-old child, the maximum internal torsional stress for nitude) associated with an incident are extracted or deter- a given applied torque can be expressed as: mined through close examination of the event. These loading characteristics are used to estimate the internal stress devel- T6 mo = T (4.5) 582 Tnewborn = T (3) 126 oped within the bone structure. The internal stress devel- T6 mo : Tnewborn = 0.33 oped within the bone is then compared with the strength of the bone tissue to determine the resultant response. Therefore, it can be shown that for a given torque appli- Although the approach presented in Figure 35-12 pro- cation to the femur, the internal torsional stress experienced vides an “ideal” method for assessing fractures, many by the 6-month-old child would be one third of that experi- unknowns usually exist, preventing clinical application of enced by a newborn. this approach. Unknowns might include complex loading Again, once the maximum internal torsional stress has been determined, this value can be compared with the ulti- mate torsional strength of the bone tissue to determine 300 70 whether or not a fracture would occur. Internal stress values that exceed the strength of the bone will lead to failure or Cortical bone fracture of the bone. Ultimate strength (MPa) Elastic modulus (GPa) 150 40 Femoral Geometric Characteristics Table 35-5 and Polar Moment of Inertia for a Newborn vs. 6-Month-Old Child Polar Moment Outer Cortical 0 10 Age of Inertia Diameter Thickness .0001 1 1000 Strain rate (I/sec) Newborn 126 mm4 6.0 mm 2.15 mm FIGURE 35-11 Ultimate cortical bone strength and elastic modulus in tension versus strain rate. Both properties increase with increasing 6 Months 582 mm 9.0 mm 2.0 mm strain rate. * = Strain rate of typical normal activities.
  • 8. 324 SECTION V PHYSICAL ABUSE OF CHILDREN Loading Internal Bone conditions bone stress response Bending F σbending Stress b σbending = My/I E1 F F Moment = F(b) Strain Incident assessment FIGURE 35-12 Idealized conceptual approach to determining bone response to loading for a given incident. conditions that consist of a combination of loading types, unknown magnitude and direction of the loading, and unknown biomechanical properties of the specific child’s Injury Fracture bone tissue. Because such a quantitative approach often falls causation type short in a clinical setting, a qualitative, modified approach Fracture to fracture assessment (described below), which is based in assessment principle upon the idealized quantitative approach, can usually be implemented. Injury mechanism QUALITATIVE FRACTURE FIGURE 35-13 Fracture Assessment Model. A model to assess ASSESSMENT MODEL fractures and their biomechanical compatibility with a stated cause is dependent upon three components: injury causation, injury In the absence of quantitative data regarding the specific mechanism, and fracture type. There should be continuity between event and the child’s bone tissue properties, the determina- these three components. tion of whether a fracture is biomechanically compatible with a stated cause can be aided by using the components described in Figure 35-13. The proposed qualitative Frac- transmitted to the bone structure (or region of the body) ture Assessment Model attempts to convey the interrelation- where a fracture is present. The description should include ship of injury causation, injury mechanism, and fracture the direction of force(s), the planes of the body where the type. The components of this model can be defined as force(s) are applied, and an evaluation of the transmission of follows. these forces to the bone. An example of an injury mechanism is a torsional load applied to the tibia when a toddler’s foot Injury Causation becomes entangled with a toy or carpet while running or walking in the forward direction. A typical resulting fracture Injury causation is a detailed description of the event that from this type of torsional load application would be a non- leads to a specific fracture or injury. Often the stated cause displaced spiral fracture of the tibia. of the injury is presented by the caregiver. The description should include as many details as possible, such as the child’s Fracture Type initial position and posture, dynamics during the fall, landing position, and surface upon which the child fell. An example The fracture type is the morphological description of the of injury causation is a child rolling from an 18 inch high resulting fracture pattern and its location on the bone. An bed from a horizontal posture onto a carpeted floor landing example of fracture type is a spiral fracture to the midshaft onto an outstretched arm. of the tibia. Pierce et al1 provides a detailed overview of fracture types associated with various loading conditions. Loading conditions and resulting fracture types are covered Injury Mechanism in Chapter 32. The injury mechanism describes how forces or accelerations This model should be applied in a stepwise progression associated with the injury causation (i.e., event) can be starting with the injury causation moving through the injury
  • 9. CHAPTER 35 LONG BONE FRACTURE BIOMECHANICS 325 mechanism and finally onto the resulting fracture type. There Fracture Type: Comminuted spiral fracture of the femur. should be continuity of flow from one component of the Fracture Assessment: In this case the injury mechanism necessary model to the next. Evaluating each component of this model to create a comminuted spiral femur fracture cannot be will help the clinician to qualitatively “reconstruct” the event ascertained from the injury causation. A comminuted and evaluate the compatibility of the fracture and the stated spiral fracture of the femur would require exposure to high cause. That is, the injury causation must be capable of generat- level of torsional loading. Therefore the continuity of flow ing specific forces of a magnitude and direction that can lead from one component of the model to the next is broken, to an injury mechanism that is capable of generating a specific and it can be concluded that the stated cause of injury and fracture type. If the injury causation can lead to fall dynamics that presenting fracture are biomechanically incompatible. are capable of generating a loading pattern that can create a specific fracture type, then the clinician has an improved level KEY POINTS IN FRACTURE of confidence that the stated cause could have resulted in the ASSESSMENT fracture. (This same assessment model can also be used for other types of injuries.) The simplified examples provided ● Knowledge of biomechanics is important when attempt- below will help to illustrate application of the Qualitative ing to determine whether a bone will fracture under given Fracture Assessment Model. loading conditions. ● Both intrinsic and extrinsic factors must be considered when attempting to determine whether a bone will frac- Fracture Assessment ture under given loading conditions. j Intrinsic factors important to determining likelihood of Case 1: Skiing Incident fracture: Stated Cause: 5-year-old child involved in skiing incident.  Bone biomechanical or material properties (elastic Injury Causation: Child was downhill skiing and the tip of her modulus, yield strength, ultimate strength, etc.) ski caught on a tree trunk. The child continued to move  Bone geometry (cortical wall thickness, inner and forward down the slope, abruptly falling to the ground, outer radii) facing supine with her leg folded beneath her. The child j Extrinsic factors important to determining likelihood of was subsequently unable to bear weight on one lower fracture: extremity.  Characteristics of loading (type, direction and rate Injury Mechanism: The tree trunk retained the tip of the ski such of application) that the ski rotated relative to the child’s lower extremity, ● Internal bone stress is dependent upon loading conditions introducing a torsional (twisting) load on the tibia. and geometrical characteristics of the bone. Fracture Type: Spiral fracture to the diaphysis of the tibia. ● Bone tissue response to loading is dependent upon inter- Fracture Assessment: In this case the injury causation can lead nal bone stress as well as the material or biomechanical to an injury mechanism that can cause the presenting properties of the bone. fracture. As previously stated, torsional loading will lead ● When assessing fractures, injury causation, injury mecha- to spiral fractures and given the injury causation in this nism and fracture morphology must be considered. case, it is reasonable that torsional type loading will be ● Fracture morphology must be compatible with a specific present. The assessment of this case is that the stated cause injury mechanism which can be derived from a specific is compatible with and supports the resulting fracture. injury causation. There must be continuity between injury causation, injury mechanism and fracture type. Fracture Assessment Case 2: Sofa Fall References Stated Cause: 6-month-old child fell from sofa. Injury Causation: The caregiver stated that the child was lying 1. Pierce MC, Bertocci GE, Vogeley E, et al: Evaluating long bone frac- tures in children: a biomechanical approach with illustrative cases. Child on a sofa 18 inches above a padded carpeted floor and Abuse Negl 2004;28:505-524. then rolled off the sofa. The caregiver also stated that the 2. Mullender MG, Huiskes R, Versleyen H, et al: Osteocyte density and child fell free to the floor, did not impact any object histomorphometric parameters in cancellous bone of the proximal femur during the fall, and no limbs were retained by the sofa. in five mammalian species. J Orthop Res 1996;14:972-979. Injury Mechanism: When evaluating the fracture type (spiral 3. Lucas GL, Francis CW, Friis EA: A primer of biomechanics. Springer, New York, 1999. comminuted), one would evaluate the injury causation to 4. Hall SJ: Basic biomechanics, ed 3, WCB McGraw-Hill, Boston, 1999. determine if torsional loading (necessary to generate a 5. Gomez MA, Nahum AM: Biomechanics of bone. In: Nahum A, Melvin spiral fracture) could result. Given that the fall was a free J (eds): Accidental Injury: Biomechanics and Prevention, ed 2, Springer-Verlag, fall to the floor, however, and no limbs were impinged New York, 2002, pp 206-227. 6. Reilly DT, Burstein AH: The elastic and ultimate properties of compact within the sofa, it is difficult to envision how a torsional bone tissue. J Biomech 1975;8:393-405. load could be introduced during this event. The most 7. Lotz JC, Gerhart TN, Hayes WC: Mechanical properties of trabecular likely loading pattern resulting from a free fall from a sofa bone for the proximal femur: a quantitative QCT study. J Comput Assist is a bending or compression pattern. Also of interest in Tomogr 1990;14:107-114. this case, the presence of bone fragments suggests a high 8. Currey JD, Butler G: The mechanical properties of bone tissue in chil- dren. J Bone Joint Surg 1975;57:810-814. level of energy was imparted to the child’s femur. A fall 9. Wright TM, Hayes WC: Tensile testing of bone over a wide range of from a sofa onto a carpeted floor would not be classified strain rates: effects of strain rate, microstructure and density. Med Biol as a high-energy event. Eng Comput 1976;14:671-680.