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In 1937 the author first realized the importanceof checking surgical instruments in the operating room. Inthose days most of the surgeons owned their own instru-ments. Problems were many for the Operating Roomsupervisors because the number of surgical instrumentssurgeons had was limited. Surgeons were forced to bor-row from each other to complete their sets, especiallywhen some of their instruments were set aside for repair.In an average hospital it was not uncommon tohave 20 to 25 surgeons each owning his personal instru-ments. It was necessary for Operating Room supervisorsto receive the surgeons permission prior to having hisinstrument repaired. If a surgeon worked in several hos- pitals in a city, his instruments had to be transported fromone hospital to another. In emergencies, the OR supervi-sor had to improvise to make up sets, and much dissensionoccurred among doctors as to who had borrowed their instruments.George Pencer taught many nurses the techniqueof checking instruments, and in hospitals of 200 beds or more , he would actually set up portable repair equipmentallowing the repair and sharpening of instruments withoutremoving them from the hospitals.Since 1937 many advance in the quality, repair,and ownership of surgical instruments have taken place.But we feel this handy check list, reviewing the care andmaintenance of surgical instruments, should still provehelpful for all members of the surgical team.
Forceps and Hemostats
A surgeon faces a most irritating and frequentlyfrustrating problem when a forcep or hemostat does notfunction properly. In most cases, this can be avoided if asurgical nurse knows how to check and test these instru-ments correctly before including them in the surgical sets.Forceps are probably abused more than any other instrument. Experience indicates that breakdown of highquality forceps is often the direct result of their misuse.They are most frequently misused in orthopedic surgery.Here they are often applied to steinman pins, bone plates,screws, and nails-usually when pliers are not avail-able. They also are used to clamp large sponges, tubing,needles, etc. The smaller the misused forcep, for examplea Mosquito or Kelly, the greater the damage. As the jawsof a forcep are overloaded, inevitably misalignment of the jaws occurs and reduction of tension in the shanks. Thus,the instruments effectiveness is greatly impaired. Whenthis situation occurs in a Kelly or similar type instrument,the forcep will not hold tissue securely: therefore, fail-ing to accomplish the job for which it was intended. If asurgeon continues to use the instrument, further damageat an accelerated rate will result. For example: when the jaws of a Allis clamp do not align, the teeth will not mesh properly, and they will break or wear very rapidly. Whenthe jaws of an Ochsner forcep do not align and a surgeoncontinues to use it, the tooth on the male jaw usually breaks off. Thus, not only is the instrument destroyed, but pieces of the tooth may be lost in surgery.
How to test a forcep for jaw alignment
Start with a visual test. Close the jaws of the for-cep lightly. If the jaws overlap, they are out of alignment. On forceps with serrated jaws, observe to see if the teethare meshing properly. Holding the shanks of the forcep ineach hand , with the forcep open, try to wiggle the instru-ment. If the box lock has considerable play, and if it veryloose, this will cause jaw misalignment. If this occurs, theinstrument is faulty and should be repaired.
Forceps and Hemostats which spring open
It is extremely annoying to a surgeon, and hazardous to the patient, when a forcep or hemostat springs open; especiallywhen clamped on a duct or a large vessel, such as a kidney pedicle. Operating room nurses have surely seen this hap- pen.The above problem is usually caused by forcepmisalignment, worn ratchet teeth, or by lack of tension atthe shanks. As ratchet teeth are subject to constant metalto metal wear, they are the fastest wearing parts of a for-cep. By constant strain of closing and opening the instru-ments, there is continues friction and wear; in particular on the first ratchet tooth. Therefore, when a surgeon takesa large bite with the forcep and locks it on the first ratchettooth, a small jar of any kind may cause it to spring open.
How to check the ratchet teeth on instruments
Clamp the forcep on the first tooth only. Whenclamped, the instrument should produce a sounding snap.After the instrument is locked on the first ratchet tooth,take and hold the instrument at the box lock; then tap theratchet teeth portions of the instrument lightly against asolid object (a weighted vaginal retractor is ideal). If theinstrument springs open, it is faulty and should be re- paired.
How to check the tension between the shanks
Close the forceps lightly. When the jaws touch,there should be a clearance of
1/16
" or
1/8
" between theratchet teeth of each shank. Such clearance provides ad-equate tension at the jaws when closed.For a forcep to work effectively and efficiently,the jaws must align and meet exactly; the serrations shouldmesh correctly; the shanks should be flexible and resilientto compensate for a larger bite. The ratchets must hold.The forceps, when closed, must not spring open. Theratchet teeth should slide over each other smoothly whenopening and closing. In short, the forceps should open and
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