South African Orthopaedic Journal BASIC SCIENCES DOI 10.17159/2309-8309/2022/v21n4a6 Pretorius HS et al. SA Orthop J 2022;21(4) Citation: Pretorius HS, Burger MC, Ferreira N. The mechanical testing of a novel interlocking forearm nail. SA Orthop J. 2022;21(4):223-227. http:// dx.doi.org/10.17159/2309-8309/2022/ v21n4a6 Editor: Prof. Leonard C Marais, University of KwaZulu-Natal, Durban, South Africa Received: April 2022 Accepted: June 2022 Published: November 2022 Copyright: © 2022 Pretorius HS. This is an open-access article distributed under the terms of the Creative Commons Attribution Licence, which permits unrestricted use, distribution and reproduction in any medium, provided the original author and source are credited. Funding: No funding was received for this study. Conflict of interest: All research related to the design and manufacture of the intramedullary nail system was done in conjunction with ImplantCast GmbH (Buxtehude, Germany). Prototypes were produced and provided for research purposes at no cost. All research-related costs were borne by Stellenbosch University. A royalty agreement between Stellenbosch University and ImplantCast GmbH (Buxtehude, Germany) was negotiated in the event of the design eventually being used commercially. Abstract Background Mechanical testing of newly designed implants provides valuable insight into their mechanical properties. This provides surgeons with information about implant choice for the treatment of fractures and the effect of the implant’s mechanical properties on fracture healing. Methods A novel interlocking forearm nail was subjected to standardised mechanical testing according to the Standard Specification and Test Methods for Intramedullary Fixation Devices (ATSM 1264- 16), using static and dynamic four-point bending and static torsion (ASTM STP 588). Three nails were used for the static bending and torsion and nine for the dynamic bending tests. All nails were catalogued, numbered and photographed before testing. Results The mechanical testing results showed a mean force yield (Fy) of 566 ± 20 N, a moment of yield (My) 10.75 ± 0.37 Nm, a stiffness of 67.10 ± 2 N/mm and structural stiffness of 1.53 ± 0.50 m². The torsional stiffness of the nail was 0.088 ± 0.002 Nm/°. The four-point dynamic bending test showed a fatigue strength of 5.23 Nm. This value was determined using the semi-log moment/ number of cycles (M-N) diagram and showed a 50% failure at a million cycles. If the moment were reduced to 4.4 Nm, mathematically, the survival rate would improve to 90%. Conclusion The results from this mechanical testing show that this novel intramedullary forearm nail can resist mechanical forces experienced during fracture healing and could potentially be used in future clinical studies. Level of evidence: Level 4 Keywords: mechanical testing, ASTM, load, yield, stiffness, fatigue strength The mechanical testing of a novel interlocking forearm nail Henry S Pretorius,* Marilize C Burger, Nando Ferreira Division of Orthopaedic Surgery, Department of Surgical Sciences, Faculty of Medicine and Health Sciences, Stellenbosch University, Cape Town, South Africa *Corresponding author: hsp359@sun.ac.za Introduction The mechanical properties of implants are one of many factors that contribute to the mechanobiological environment for fracture healing. Mechanical testing of newly designed implants provides valuable insight into their mechanical properties. This provides surgeons with information about implant choice and the effect of the implant’s mechanical properties on fracture healing.1 Although not weight-bearing, radius and ulna fracture fixation are still exposed to significant in vivo forces, including pronation/ supination rotational and bending moments created when carrying objects. The ability of an implant to withstand these forces is considered when these devices undergo mechanical testing prior to clinical use. Compression plate fixation of the forearm provides absolute stability with no fragment movement while bridge plating and nail fixation will provide relative stability with some movement between fragments. Restoration of length and alignment and the ability to control rotation make intramedullary nail fixation ideal for managing long bone fractures. Comminuted and segmental fractures, which are frequently seen in high-energy gunshot wounds, are particularly well suited to intramedullary fixation as the intramedullary nail provides load-sharing mechanics, restores anatomy and fragment stability and has a minimal invasive insertional approach which can be important when soft tissue injuries are involved. With nail fixation of simple forearm fractures, the bone provides some mechanical support, but with comminuted or segmental fractures, https://orcid.org/0000-0002-7419-0885 Page 224 Pretorius HS et al. SA Orthop J 2022;21(4) the nail provides most of the support, so any implant must have the mechanical properties to maintain stability until fracture union. A novel interlocking forearm nail was designed to address both length and rotational stability in forearm fractures. The implant design was based on findings from a computed tomography scan anatomical study.2 In the design process, the biomechanical properties of bone, the modulus of elasticity of metals and the mechanical testing process of similar products in the literature were used to inform the process.1,3,4 The modulus of elasticity of bone ranges from 10–28 GPa (gigapascals or kN/mm2), and for the radius specifically 10–17 GPa.5 Titanium specifically has a modulus closest to bone and better fatigue than stainless steel; after taking this into account, titanium (Ti6AI4V ISO 5832-3) was utilised.6-8 The nail is machined to the correct specifications instead of being cast or 3D printed. The base material, a solid tube, is made by additive manufacturing (AM), an advanced manufacturing technology using 3D CAD by adding materials in a layer-by-layer fashion that allows products with geometric complexities as simple as solid tube structures or complex shapes like replacement mandible bones to be made.9 This study reports the results of standardised mechanical testing of a novel forearm nail to ascertain whether the implant would withstand physiological load during fracture healing. Methods Standardised mechanical testing to ascertain the clinical applicability of the new nail design was conducted. Implants are generally exposed to between 150 000 and 200 000 cycles of repeated strain over three months until fracture union.4 To simulate the upper limit of expected cycles until union, fatigue testing is performed at a standard amount of one million cycles.4 The four- point bending with static and dynamic tests and static torsion tests are the implants’ prescribed tests. Saka et al. showed a mean bending test force of 539.75 N and a mean torsional force of 0.028 Nm/°.10 Gardner et al. used 250 N force represented by partial weight-bearing to evaluate femur fracture intramedullary nails as an idea of mechanical strength needed for specific orthopaedic products.1 With the evaluation of plate constructs by Roberts et al., the locked hybrid model showed anterior bending stiffness of 194 N/mm, a lateral stiffness of 430 N/mm and torsional stiffness of 0.42 Nm/°.11 Mechanical testing according to the Standard Specification and Test Methods for Intramedullary Fixation Devices (IMFD) (ATSM 1264-16) was undertaken by IMA Materialforschung und Anwendungstechnik GMBH (Dresden, Germany 01109).4 This refers to static and dynamic four-point bending and static torsion testing. All testing and statistical analysis was performed according to industry standards (ASTM STP 588). All nails were catalogued, numbered and photographed before testing. Three nails were used for the static bending and torsion, and nine nails were used for the dynamic bending tests. The test device specifications are shown in Table I. The nails for four-point bending were placed on the hydraulic rig (MTS 858 Mini Bionix) with a 38 mm centre span, and the distance to the loading points was also 38 mm (Figures 1 and 2). A constant force at a rate of 0.1 mm/s was applied until failure. In this test, failure was defined as permanent deformation, breakage or buckling. The test was stopped, and the maximum force was measured in Newtons (N) (Figure 3). The results are reported as yield force, moment of yield, stiffness and structural stiffness. Dynamic testing was performed in a WPN Servo-hydraulic test rig and followed a sinusoidal cyclic load waveform at a frequency of 5 Hz and programmed for 1 million cycles or until failure. The results were plotted on a moment/number of cycles (M-N diagram) graph to determine the fatigue strength that 50% of the specimens will survive at one million cycles. Figure 1. Illustration showing the distance between four points for the four-point bending test Figure 2. Picture of the nail placed in the four-point testing rig Figure 3. Picture of the nail placed in the rotational testing rig Figure 4. Picture of the nail at maximum deformation on the four-point rig Figure 5. Semi-logarithmic graph illustrating the survival probability points for the nail Figure 6. The nails after failure to see the exact position of the break s = 38 c = 38 s = 38 225 mm L = 114 M om en t ( N m ) Number of cycles (N) 10% probability of survival 90% probability of survival 4.4 Nm Figure 1. Illustration showing the distance between four points for the four-point bending test Figure 2. Nail placed in the four-point testing rig Table I: Testing device specifications Test device IMA identification no. Used for MTS 858 Mini Bionix PMK-No A4_2 Static tests WPN Servo- hydraulic test rig PMK-No A4_7 Bending fatigue Calliper (300 mm) MNK-NO A4-L16 Distance measurement Angle gauge MNK-NO A4-W-4 Angle measurement Page 225Pretorius HS et al. SA Orthop J 2022;21(4) The test setup for the dynamic torsional test has the nail clamped between a base plate and hydraulic rotation device (Figure 4). The system rotates at a fixed rate of 5° per minute until failure. The results are reported as torsional stiffness. Results Following the ATSM 1264-16 guidelines, a report was supplied showing photos of the setup, the results and photographs of breakages. A summary of the testing parameters is shown in Table II. The mechanical testing results showed a mean force yield (Fy) of 566 ± 20 N, a moment of yield (My) 10.75 ± 0.37 Nm, a stiffness of 67.10 ± 2 N/mm and structural stiffness of 1.53 ± 0.50 m2 (Table III). The torsional stiffness of the nail was similar in the three specimens, with a mean result of 0.088 ± 0.002 Nm/° (Table IV). The four-point dynamic bending test showed a fatigue strength of 5.23 Nm. This value was determined using the semi-log M-N diagram and showed a 50% failure at one million cycles. Due to the large numbers used for the cycles and the small numbers used for the moment, the graphs are presented as cycles in a logarithmic scale on the X-axis and the moment in a linear scale on the Y-axis. If the moment was reduced to 4.4 Nm, mathematically, the survival rate improved to 90% (Figure 5). The force applied can be calculated mathematically with the forearm as the lever arm: moment [Nm] = force [N] × lever arm [m]. If the forearm from elbow to palm measures 0.2 m, the force would be 22 N or 2.2 KgF (Kilogram-force). All the samples used for dynamic testing were tested until failure, and the place of failure was then noted. To this end, photos of Figure 3. Nail at maximum deformation on the four-point rig Table II: Summarised testing parameters Parameter ASTM F1264-16 A1 ASTM F1264-16 A2 ASTM F1264-16 A3 Test type Four-point bending (static) Static torsion Four-point bending (dynamic) Loading Displacement controlled Angle-controlled Sinusoidal cyclic load waveform Number of specimens 3 3 9 Rate/frequency 0.1 mm/s 5°/min 5 Hz y0.2%=s(L+2c)/(1500) DIFMD 1.07 mm - - Ratio (Mmin/Mmax) - - 0.1 Number of cycles (run out) - - 1 000 000 Results Yield force Moment of yield Stiffness Structural stiffness Torsional stiffness Semi-log M-N diagram Test environment Ambient condition Ambient condition Ambient condition Table III: Results for static bending Specimen Yield force Fy (N) Moment at yield My (Nm) Stiffness Fy (N/mm) Structural stiffness Ele (Nm 2) F022/20-1 559 10.62 67.4 1.54 F022/20-2 550 10.45 64.9 1.48 F022/20-3 588 11.17 69.0 1.58 Mean 566 10.75 67.1 1.53 Standard deviation 20 0.37 2.0 0.05 Figure 4. Nail placed in the rotational testing rig Page 226 Pretorius HS et al. SA Orthop J 2022;21(4) the broken nails were supplied to show where each nail failed (Figure 6). In this example, the nails broke in the shaft and not through the locking holes. Discussion Mechanical testing of newly designed implants provides valuable insight into their mechanical properties and ability to withstand expected physiological forces during fracture healing. This provides surgeons with information about implant choice for fractures and the effect of the implant’s mechanical properties on bone and fracture healing. Bone is anisotropic, indicating different tolerances to forces applied from different directions. Normal bone can withstand axial forces of approximately 15 000 N and tangential forces of 6 000 N.5 The human upper limb seldom generates forces exceeding 200 N.12,13 Halilaj et al. and Putnam et al., in various tests of the wrist function for jar twist and grip, showed that the maximum force generated was 47–65 N.14,15 Horii used 140 N when testing wrist strength and transfer of mechanical loads to the carpus.16 Peine et al. tested dorsal plates for distal radius fractures and applied a maximum force of 400 N for testing plate strength.17 Implants are expected to withstand up to 200 N forces to allow fracture healing. The human forearm is rarely exposed to forces exceeding 200 N, but any implant is expected to survive this threshold tolerance. In an article by Saka et al., the yield strength of the radial nail had a mean of 539 N and torsional strength of 0.028 Nm/°.3 The yield strength in the current study was 566 N and a higher torsional strength of 0.080 Nm/°. As this is a locked nail, the amount of comminution of the fracture affects how much of the torsional forces are transferred to the prosthesis. With load- sharing nails, the length of cortical contact is reduced in severely comminuted fractures and a higher torque resistance is therefore beneficial.18 This shows the proposed implant to have results equivalent to contemporary forearm nails in clinical use. Dynamic testing showed a moment strength of 5.2 Nm is 50% survival with one million cycles. With extrapolation from the graph to 4.4 Nm, the survival of the implant improves to 90%. This is equivalent to exposing the nail to a 2.2 kg weight held in the hand. As the lever arm or forearm, in this case, gets longer, the force will reduce. This will allow the clinician to allow mobilisation of the forearm while allowing functional activities with a weight limit until union of the fracture. The standardised testing of implants by independent companies provides integrity for the results. These standard tests limit the number of implants needed for testing that may result in slightly different results and could help make the semi-logarithmic graphs more accurate. Conclusion The results from the study’s mechanical testing show that this novel intramedullary forearm nail can resist mechanical forces experienced during fracture healing and could potentially be used in future clinical studies. Table IV: Results for torsional stiffness Specimen Torsional stiffness (Nm/°) F022/20-1 0.088 F022/20-2 0.090 F022/20-3 0.086 Mean 0.088 Standard deviation 0.002 Figure 1. Illustration showing the distance between four points for the four-point bending test Figure 2. Picture of the nail placed in the four-point testing rig Figure 3. Picture of the nail placed in the rotational testing rig Figure 4. Picture of the nail at maximum deformation on the four-point rig Figure 5. Semi-logarithmic graph illustrating the survival probability points for the nail Figure 6. The nails after failure to see the exact position of the break s = 38 c = 38 s = 38 225 mm L = 114 M om en t ( N m ) Number of cycles (N) 10% probability of survival 90% probability of survival 4.4 Nm M om en t ( N m ) Number of cycles (N) Figure 5. Semi-logarithmic graph illustrating the survival probability points for the nail Figure 6. The nails after failure, to see the exact position of the break Page 227Pretorius HS et al. SA Orthop J 2022;21(4) Ethics statement The author/s declare that this submission is in accordance with the principles laid down by the Responsible Research Publication Position Statements as developed at the 2nd World Conference on Research Integrity in Singapore, 2010. Prior to commencement of the study, ethical approval was obtained from the following ethical review board: Stellenbosch University Health Research Ethics committee, S20/04/100 (PhD). Declaration The authors declare authorship of this article and that they have followed sound scientific research practice. This research is original and does not transgress plagiarism policies. Author contributions HSP: study conceptualisation, first draft preparation, data analysis and manuscript revision MCB: data analysis and manuscript revision NF: data analysis and manuscript revision ORCID Pretorius HS https://orcid.org/0000-0002-7419-0885 Burger MC https://orcid.org/0000-0003-2831-4960 Ferreira N https://orcid.org/0000-0002-0567-3373 References 1. Gardner MJ, Silva MJ, Krieg JC. Biomechanical testing of fracture fixation constructs: Variability, validity, and clinical applicability. J Am Acad Orthop Surg. 2012;20:86-93. 2. Pretorius HS, Ferreira N, Burger MC. A computer tomography-based anthropomorphic study of forearm osteology: implications for prosthetic design. SA Orthop J. 2021;20(3):162-66. 3. Saka G, Saglam N, Kurtulmuş T, et al. 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