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Bone 47 (2010) 1048–1053

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Bone
j o u r n a l h o m e p a g e : w w w. e l s e v i e r. c o m / l o c a t e / b o n e

Effects of three different preservation methods on the mechanical properties of


human and bovine cortical bone
Unger Stefan, Blauth Michael, Schmoelz Werner ⁎
Department for Trauma Surgery, Medical University Innsbruck, Anichstrasse 35, A-6020 Innsbruck, Austria
AO-Trauma Clinical Priority Program “Fracture Fixation in Osteoporotic Bone” (CPP FFOB), AO Foundation, AO-Trauma, Stettbachstraße 6, CH-8600 Duebendorf, Switzerland

a r t i c l e i n f o a b s t r a c t

Article history: Background and purpose: In the development of new strategies for fracture fixation, new methods have to be
Received 2 July 2010 tested biomechanically under in vitro conditions before clinical trials can be performed. The gold standard for
Revised 17 August 2010 laboratory evaluations is fresh-frozen specimen. As the availability of fresh-frozen specimens is limited and since
Accepted 17 August 2010 their use bears infectious risks, specimens treated with various chemical embalming fluids are also used. These
Available online 21 August 2010
preservation methods may alter the mechanical properties of the specimens used. Therefore, the aims of the
present study were to determine the effects of three different preservation methods (formalin fixation (FO),
Edited by: Thomas Einhorn
Thiel-fixation (TH), and alcohol–glycerine fixation (AG)) on the elastic and postyield mechanical properties of
Keywords: cortical bone and to compare these properties to those of fresh-frozen (FF) specimens.
Cortical bone Materials and methods: Cylindrical cortical specimens (diameter 3 mm, length 60 mm) were obtained from
Preservation human femurs (n = 48) and bovine tibiae (n = 40). Before specimen immersion in different fixation fluids, bone
Mechanical property mineral density (BMD) as well as the initial Young's modulus was determined. The Young's modulus was
Three-point bending determined in a nondestructive bending test, and measurements were repeated after 6 months of immersion in
Young's modulus fixative solution. Subsequent to the nondestructive test, a destructive 3-point bending test was conducted to
Energy absorption
assess the postyield and fracture properties.
Results: The BMD as well as the initial Young's modulus showed no significant differences between the four test
groups. After 6 months in fixative solution, the Young's modulus was significantly lowered in human Thiel
specimens and only showed minor changes in formalin- and alcohol–glycerine-treated specimens. The plastic
energy absorption of human and bovine specimens was altered significantly. Formalin as well as alcohol–
glycerine fixation yielded a significant decrease in plastic energy absorption, whereas Thiel fixation significantly
increased the plastic energy absorption.
Discussion/conclusion: Because of the significantly altered plastic mechanical properties of cortical bone, the use
fresh-frozen bone specimens is recommended in biomechanical studies investigating failure loads of orthopaedic
implants. The use of embalmed specimens should be restricted to pilot tests.
© 2010 Elsevier Inc. All rights reserved.

Introduction nonembalmed specimen [6]. In addition, most human tissue available


for biomechanical in vitro testing is derived from anatomical
In recent years, new concepts and implants for the treatment of departments and is stored in various preservation solutions. This
fractures in osteoprotic bone have been developed. Before clinical leads to a limited availability of fresh-frozen specimens, as fresh-
trials, laboratory evaluation of these new concepts and implants by frozen storage is more costly.
means of biomechanical in vitro experiments is required. The in vitro For these reasons, biomechanical in vitro tests are frequently
experiments should mimic in vivo conditions as closely as possible. conducted using specimens treated with different chemical preser-
Therefore, the gold standard is the use of fresh-frozen human vation methods. However, it is controversially discussed in the
specimens, as the mechanical properties of bone are not altered literature whether and how different preservation methods affect
significantly by freezing [1–5]. However, one disadvantage of fresh- the mechanical properties of bone.
frozen specimens is the remaining risk of contamination with One of the most common methods is formalin fixation.
pathogenic germs. Furthermore, long-duration tests at room temper- Formalin, the aqueous solution of formaldehyde, is an excellent
ature are hardly possible because of the rapid deterioration of preservation solution. It rapidly stops all bacterial and nonbacterial
degradation processes, as formalin acts as a strong disinfectant [7].
A disadvantage of formalin is the chemical reaction of aldehydes
⁎ Corresponding author. Fax: + 43 512 504 25743. with the primary amine groups of the collagen chains, leading to
E-mail address: werner.schmoelz@uki.at (W. Schmoelz). an increased number of inter- and intrafibrillar cross-links and

8756-3282/$ – see front matter © 2010 Elsevier Inc. All rights reserved.
doi:10.1016/j.bone.2010.08.012
S. Unger et al. / Bone 47 (2010) 1048–1053 1049

therefore altering the mechanical properties of bone [8]. Although The obtained radial pieces were then mounted on a bench lathe
the effects of formaldehyde on the mechanical properties of bone and machined into the above-mentioned geometry. All specimens
have been under investigation since the 1960s [1,2,9], there is still were constantly kept moist with saline solution during the prepara-
no general consent. tion procedure.
In 2008, two studies investigating the effects of formalin For the human specimens, a total number of 48 samples (n = 12
fixation on the mechanical properties of bone were published, per fixation method) were machined. For the bovine specimens, a
drawing opposite conclusions. Ohman et al. [6] investigated the total number of 40 samples (n = 10 per fixation method) were
effect of formalin on cylindrical cortical bone specimens from obtained.
human femurs and stated that human bone tissue should be tested
nonfixed whenever possible. In contrast, van Haaren et al. [10], Bone mineral density measurements
who conducted a study on formalin effects on whole goat bones,
concluded that, for biomechanical studies investigating orthopae- Bone mineral density (BMD) was assessed by qCT, including EFP
dic implants, bones treated with formaldehyde can be used when calibration (GE Lightspeed VCT 16, Milwaukee, USA; EFP-Phantom,
preserved up to 1 year. QRM GmbH, Möhrendorf, Deutschland). CT analysis and BMD
Another widely used preservation method is the use of ethyl- measurements were accomplished with the J-Vision 3.3.16 Diagnost.
alcohol. Because of its denaturing, bactericidal and hygroscopic effects Software (Version 3.3.16, Agfa, Belgium). BMD was measured using
ethyl-alcohol yields excellent preservation results and inhibits the circular ROIs (region of interest) with a diameter of 2.5 mm at the
transmission of infectious diseases. However, the hygroscopic effect of midsection of the specimens.
ethyl-alcohol leads to a certain shrinking of soft tissue and may also
alter the mechanical properties of bone. Preservation protocol
The effects of ethyl-alcohol on bone tissue were examined by
Sedlin [1], who reported a 2.5–4% decrease in Young's modulus. The cortical bone specimens were assigned to four different
Linde and Sorensen [4] investigated the effects of 70% ethanol treatment groups with an equally distributed BMD and initially
fixation and reported a trend, but no statistical significance, towards measured Young's modulus (measured as described below).
an increase of stiffness and elastic energy.
a.) Fresh-frozen specimen (FF)
A further more recently developed embalming method is the Thiel
The specimens were wrapped in saline soaked gauze and
fixation. It was developed by W. Thiel in 1992, with the intention of
frozen at −20 °C. Before testing, the specimens were thawed
avoiding unnatural discolorations and hardening induced by embalm-
overnight at 6 °C.
ing whole corpses with formaldehyde/formalin [7,11]. In addition,
b.) Formalin (FO)
Thiel fixation has a strong disinfective effect.
The formalin solution used in this study consisted of 2%
There is no literature available investigating the effects of Thiel
formalin, 5% phenol, and 93% distilled water and is the standard
fixation on the mechanical properties of bone. As the Thiel-fixative
solution used at the local anatomical department.
contains a certain amount of formalin and ethyl-alcohol, it may alter
c.) Thiel preservation (TH)
the mechanical properties of bone in a similar way to formalin and
For the Thiel preservation, the “Leicheninfusionslösung” as
ethyl-alcohol fixation.
described and published in 2002 by W. Thiel [11] was used. The
The aim of the present study was to determine the effects of
solution was mixed and obtained from the local anatomical
three different preservation fluids (formalin, ethyl-alcohol, and
department according to the composition described in the
Thiel fixation) on the mechanical properties of cortical human and
literature [11].
bovine bone specimens. The results were compared to the gold
d.) Alcohol–glycerine fixation (AG)
standard of fresh-frozen specimens. The mechanical properties
The alcohol–glycerine fixative used in the present study was
were assessed by a nondestructive cyclic and a destructive 3-point
composed of 96% ethyl-alcohol (96% undiluted alcohol), 3%
bending test.
glycerine, and 1% phenol.
The specimens of the formalin, Thiel, and alcohol–glycerine
Materials and methods
groups were immersed in the preservation solution and stored at
6 °C. All specimens were left at room temperature 2 hours before
Specimens
testing.
Seven bovine tibiae, cleaned from all soft tissue and aged between
Testing protocol
20 and 24 months, were obtained from a local abattoir.
Three pairs of fresh-frozen human femurs were obtained from the
All 3-point bending tests were conducted in an electromechanical
local anatomical department (2 females and 1 male, mean age
material testing machine (Zwick Z2.5/TS1S, Zwick GmbH & Co. KG,
69.3 years; SD 5.13). The femurs were cleaned from all soft tissue,
Ulm, Germany). The width between supports was set to 48 mm
double-sealed in plastic bags, and kept frozen at −20 °C until specimen
resulting in a width between supports-to-specimen thickness ratio of
preparation.
16:1 as recommended in the literature [12–14]. The obtained data
were analysed using the testXpert software (testXpert V11.02, Zwick
Specimen preparation GmbH & Co. KG, Ulm, Germany).
In the nondestructive 3-point bending test (Fig. 1), the cortical
Cylindrical cortical specimens with a length of 60 mm and a specimens were loaded for five cycles with a testing speed of 2 mm/
diameter of 3 mm were used according to the literature [12,13]. min, after a preload of 2 N was applied. Human specimens were loaded
For human specimens, the femoral shaft segment was cut 20 mm from 0.15% to 0.5% strain, whereas bovine specimens were loaded from
distally of the lesser trochanter and subdivided in a proximal and 0.15% to 1% strain.
distal segment. These segments were sectioned into eight radial After the initial test for group assignment, the specimens were
segments by using a water-cooled circular saw. For the bovine deposited in the different preservation solution and retested after
specimens, the mid shaft section of the bovine tibiae was prepared, 6 months in solution. The initial Young's modulus (Einit) as well as the
and the cortical bone was again cut into 10 radial segments. Young's modulus after 6 months in solution (E6 months) were
1050 S. Unger et al. / Bone 47 (2010) 1048–1053

by a Bonferroni post-hoc test was performed to detect differences


between the groups. The level of significance was set at p b 0.05.

Results

All results are reported as mean values and standard deviation


(SD) and are summarised in Tables 1–3.

BMD and Young's modulus

Statistical analysis revealed no significant differences in BMD


between the four treatment groups before biomechanical testing,
neither for human (p = 0.739) nor for the bovine specimens
(p = 0.878; Table 1).
For the initial Young's modulus, no significant differences between
the four investigated preservation methods were found, neither in
human (p = 0.994) nor in bovine specimens (p = 0.823; Table 1).
After a preservation time of 6 months, TH specimens showed a
Fig. 1. Test setup of the non destructive and destructive 3-point bending tests. significant decrease in the Young's modulus when compared to FF
specimens (p = 0.023). The Young's modulus of the FO and the AG
group were not altered significantly when compared to the FF
calculated from the obtained force and displacement data of the fifth specimens (Table 1).
loading cycle, using following formula: The bovine specimens showed similar changes in the Young's
modulus as the human specimens, with the lowest Young's modulus
4⋅l3v ⋅ðxh −xl Þ E = Young's modulus (GPa) found in the TH group. Compared to FF specimens, statistical analysis
E= 3⋅π⋅d40 ⋅ΔL lv = width between supports (mm) revealed no significant differences (Table 1).
xh = force at 1% strain (kN)/force at 0.5% strain (kN)
xl = force at 0.15% strain (kN)
Ultimate stress and ultimate strain
d0 = specimen diameter (mm)
ΔL = deflexion between xh and xl (mm)
Compared to human FF specimens, FO and TH specimens did not
show a difference in ultimate stress, but FO had at a significantly lower
Subsequent to the nondestructive test after 6 months, the speci- ultimate strain (p = 0.035), while TH specimens showed a signifi-
mens were loaded until failure to assess the postyield and fracture cantly higher ultimate strain (p = 0.002). In contrast to the FO and TH
properties. The test setup was the same as for the nondestructive test specimens, the AG specimens had a significantly higher ultimate
setup (width between supports = 48 mm; test speed = 2 mm/min; stress (p ≤ 0.001) while failing at a similar ultimate strain to FF
preload = 2 N). The following mechanical properties were calculated: specimens (Table 2 and Fig. 3).
Similar results for ultimate strain and ultimate stress were found
– Ultimate stress and ultimate strain (σultimate and εultimate) for bovine cortical specimens (Table 2 and Fig. 4). AG specimens had a
– Energy absorption: The specimen's energy absorption was deter- significantly increased ultimate stress (p ≤ 0.001) and no changes in
mined by calculating the area under the stress–strain curve. The ultimate strain when compared to FF specimens, while TH specimens
elastic (Eelast) as well as the plastic energy (Eplast) absorptions were had a significantly increased ultimate strain (p = 0.006).
calculated (Fig. 2). The yield point (Rp 0.1), separating the elastic
and plastic region was defined with the 0.1% strain offset method. Elastic and plastic energy absorption

Statistical analysis was performed with SPSS Statistics 17.0 (SPSS Comparing the elastic energy absorption in human specimens, no
Inc. Chicago, IL, USA). Data were tested for normal distribution using a changes were found for FO and TH, while AG specimens showed a
Kolmogorov–Smirnov test. An analysis of variance (ANOVA) followed significantly higher elastic energy absorption (p ≤ 0.001) (Table 3 and
Fig. 5).
The plastic energy absorption was significantly increased in
human TH specimens (p = 0.003). In contrast to that, compared to
the FF, the AG and FO specimens had a decreased plastic energy
absorption with the latter being significant (p = 0.05) (Table 3 and
Fig. 5).
None of the investigated preservation methods significantly
altered the elastic energy absorption for bovine specimens (Table 3
and Fig. 6).
Plastic energy absorption (Table 3 and Fig. 6) of bovine specimens
was significantly increased in the TH group (p = 0.036). In analogy to
the human specimens, the bovine FO and AG specimens showed a
decrease in plastic energy absorption, with the latter being significant
(p = 0.030).

Discussion

Determining the mechanical properties of bone is a difficult and


Fig. 2. Schematic drawing of the elastic and plastic energy calculation. demanding issue, mainly due to the complex and hierarchical
S. Unger et al. / Bone 47 (2010) 1048–1053 1051

Table 1
BMD and Young's modulus (mean values ± SD).

BMD (mg/cm3) Young's modulus (GPa)

Human specimens Bovine specimens Human Human Bovine Bovine


specimens—initial specimens—6 months specimens—initial specimens—6 months

Fresh-frozen (FF) 1091.25 1094.05 17.85 18.42 22.35 21.05


± 157.40 ± 210.67 ±1.01 ± 0.97 ±1.38 ± 1.39
Formalin (FO) 1071.46 1025.37 17.75 18.65 22.78 21.44
± 137.08 ± 187.36 ±0.81 ± 0.82 ±1.60 ± 1.43
Thiel (TH) 1065.30 1036.24 17.83 17.25a 22.87 20.06
± 119.91 ± 200.28 ±1.12 ± 1.11 ±1.20 ± 0.95
Alcohol–glycerine (AG) 1031.56 1081.29 17.79 19.15 22.38 22.19
± 111.01 ± 218.23 ±0.97 ± 0.80 ±1.77 ± 1.69
a
Significant difference from fresh-frozen specimens; (pb0.05).

structure of bone [15]. Mechanical properties are additionally specimens showed the same (but insignificant) trends. Formalin
influenced by a variety of factors, such as anatomical location, specimens had a significantly lower ultimate strain and plastic energy
specimen size and shape, loading mechanism, and strain rate. absorption.
Comparison of studies investigating the effects of preservation These findings are in line with Goh et al. [16] who investigated the
methods on the mechanical properties of bone is not easy. effects of formalin fixation on whole cat femurs and humeri and
Standardized testing protocols are not available and bone samples reported a 40–50% decrease in energy absorption in torsion and
derived from different species with different specimen geometries/ bending tests. The findings are also in line with Currey et al. [8] who
types (whole bones vs. machined specimens, cortical vs. trabecular investigated the effects of formalin fixation on bovine cortical bone
specimens), as well as different preservation fluids in different specimens loaded in 3-point bending and tension. Although the
concentrations are used. differences in energy absorption were insignificant, Currey et al.
In the present study, the mechanical properties of pin-shaped concluded that a large difference in energy absorption could be
(cylindrical) bone specimens were determined in a nondestructive covered by the wide confidence intervals. In contrast, van Haaren et al.
and a destructive 3-point bending test to investigate the influence of [10] found no significant differences in energy absorption testing
three different preservation methods (formalin fixation, Thiel fixa- formalin embalmed and fresh-frozen goat femurs and humeri in
tion, and alcohol–glycerine fixation) and to compare them to the gold torsion and 4-point bending. However, this study did not report
standard of fresh-frozen specimens. numerical values or a standard deviation of their measurements. As
All biomechanical tests were conducted on bovine and human they assessed the apparent structural properties of whole bones and
cortical bone specimens to confirm the obtained human results as the not tissue level properties, other factors such as bone geometry and
naturally given variations due to age, gender, and osteoporosis status in positioning of the bone in the test setup are likely to have a larger
human bone specimens which were not present in bovine specimens. effect on the results than the investigated preservation method.
In formalin-treated specimens, the postyield properties were In the present study, the effects of formalin on the elastic
affected significantly in human bone specimens, whereas the bovine mechanical properties were minor. Human as well as bovine speci-
mens showed no significant differences in Young's modulus when
Table 2
compared to fresh-frozen specimens after a preservation time of
Ultimate stress and strain. 6 months. In addition, no significant differences were found in the
elastic energy absorption. McElhaney et al. [9] reported an insignif-
Human specimens Bovine specimens
icant decrease in Young's modulus investigating bovine bone speci-
σultimate εultimate σultimate εultimate mens loaded in compression and tension. Sedlin [1] investigated the
(N/mm2) (%) (N/mm2) (%)
effects of formalin on tension specimens from human femurs and
Fresh-frozen (FF) 183.76 1.79 231.35 1.95 reported a suggestive but insignificant increase in Young's modulus.
±15.11 ±0.26 ±33.94 ± 0.36
The results of Currey et al. [8] showed an insignificant increase in
Formalin (FO) 195.07 1.50a 241.60 1.79
±16.02 ±0.20 ±42.89 ± 0.31
Young's modulus, but in conclusion, however, he stated a “very small
Thiel (TH) 200.15 2.19a 255.97 2.51a but real effect on Young's modulus which seems to be enlarged by
±20.73 ±0.32 ±23.41 ± 0.44 formalin fixation.”
Alcohol–glycerine (AG) 227.30a 1.63 301.18a 1.66 In contrast to the current findings in 3-point bending, Ohman et al.
±17.71 ±0.20 ±27.77 ± 0.24
[6] reported a significant decrease of 24% in Young's modulus when
a
Significant difference from fresh-frozen specimens; (pb0.05).

Table 3
Elastic and plastic energy absorption (mJ/mm3).

Human specimens Bovine specimens

Elastic energy p value Plastic energy p value Elastic energy p value Plastic energy p value

Fresh-frozen (FF) 86.71 148.70 197.38 186.81


± 7.68 ±48.32 ± 55.47 ±79.92
Formalin (FO) 93.35 0.297 94.21a 0.05 186.78 1.0 115.67 0.436
± 5.85 ±37.21 ± 10.87 ±79.19
Thiel (TH) 89.71 1.0 223.24a 0.003 182.64 1.0 299.20a 0.036
± 7.45 ±61.73 ± 8.51 ± 115.36
Alcohol–glycerine (AG) 114.98a b0.001 114.98 0.565 221.03 0.545 71.79a 0.030
±10.53 ±41.77 ± 20.90 ±60.16
a
Indicates a significant difference to fresh-frozen specimens.
1052 S. Unger et al. / Bone 47 (2010) 1048–1053

Fig. 3. Mean stress–strain graph of human cortical specimens in the load to failure test Fig. 5. Elastic and plastic energy absorption of human cortical bone specimens after
after 6 months of fixation time. 6 months of preservation time. ⁎Significant differences compared to FF specimens.

after 6 months. This was statistically not significant when compared


investigating the effects of formalin fixation on cylindrical human to fresh-frozen specimens. These findings are in line with Beaupied
femoral specimens loaded in compression. et al. [17], who investigated the effects of 70% ethanol on whole rat
In summary, the authors of the present study are in line with femurs loaded in tension and reported an insignificant increase in
Currey et al. [8] who stated that it is unlikely that formalin fixation has Young's modulus. Also, Linde and Sorensen [4] reported a statistically
no effect at all on the mechanical properties of bone. Especially the not significant trend towards an increase in stiffness and elastic
plastic energy absorption was significantly reduced when compared energy, investigating the storage effects of 70% ethanol on cylindrical
to fresh-frozen specimens. Therefore, formalin-embalmed specimens trabecular human bone specimens loaded in compression. In contrast,
are not recommended when load to failure tests are conducted. Sedlin investigated the effects of storage in 40% ethanol for 5–10 days
Although an extensive literature research was conducted, no on cortical bone specimens derived from human femurs and reported
studies investigating the effects of Thiel fixation on the mechanical a decrease of 2.5–4.0% in Young's modulus [1,3,14].
properties of cortical bone were found. In the presented study, human The static destructive 3-point bending test revealed a significantly
as well as bovine Thiel specimens were affected significantly. The higher ultimate stress and no significant differences in ultimate strain
elastic mechanical properties were affected to a lesser extent than the when compared to fresh-frozen specimens. Regarding the elastic
post yield properties. The Young's modulus after 6 months of fixation energy, human as well as bovine alcohol–glycerine specimens showed
time was only decreased significantly in human specimens, when the highest elastic energy absorption, which was significantly different
compared to fresh-frozen specimens. from the fresh-frozen group in human specimens. The plastic energy
In the load to failure test, human and bovine Thiel-fixated absorption was lowered significantly in bovine specimens when
specimens had a significantly higher ultimate strain and significantly compared to fresh-frozen specimens. Human specimens showed the
increased plastic energy absorption compared to fresh-frozen same trends as bovine specimens. However, the difference was not
specimens. significant.
Therefore, Thiel specimens cannot be recommended for biome- A contributing factor to these results might be that specimens
chanical load to failure test because of a significantly altered failure stored in ethanol are dehydrated due to a loss of residual water. Evans
strain and plastic energy absorption. [3] as well as Turner and Burr [14] reported that dehydrated or dried
Alcohol–glycerine fixation also affected the mechanical properties bone will become more brittle, with the Young' modulus generally
of cortical bone specimens. increasing and the toughness (total energy absorption) decreasing.
In the Young's modulus measurements, human as well as bovine This is in line with the findings of the present study as after
alcohol–glycerine specimens showed the highest Young's modulus 6 months in solution alcohol–glycerine specimens showed the high-
est Young's modulus and a lowered (significantly in bovine speci-
mens) plastic energy absorption. Furthermore, ultimate stress was

Fig. 4. Mean stress–strain graph of bovine cortical specimens in the load to failure test Fig. 6. Elastic and plastic energy absorption of the bovine cortical specimens after
after 6 months of fixation time. 6 months of preservation time. ⁎Significant differences compared to FF specimens.
S. Unger et al. / Bone 47 (2010) 1048–1053 1053

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