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reciprocal, and stationary m e t h o d s for dental each aimed at controlling the type of tooth
anchorage. Both simple and reciprocal anchor- m o v e m e n t that occurred, ie, tipping versus
age methods relied on c o m p e t i n g support of the translation.
dentition to effect tooth displacement. In con- Fundamentally, advocates of m a n y of the con-
trast, Angle's stationary a n c h o r a g e m e t h o d s t e m p o r a r y orthodontic techniques have a d a p t e d
were based on his view that firm support of the their a p p r o a c h e s to different hardware designs.
a n c h o r a g e units, t h r o u g h handing multiple U n d e r s t a n d i n g the conceptual basis of biome-
teeth, acted to resist tipping and thus p r o m o t e chanics in a n c h o r a g e control permits greater
anchorage. latitude in t r e a t m e n t delivery and transcends the
Calvin S. Case also advocated stationary an- limits of any specific technique. Additionally, the
chorage m e t h o d s despite his ideological depar- c o n t e m p o r a r y shift toward compliance-indepen-
ture f r o m Angle's "New School. ''9 Although he d e n t orthodontic t r e a t m e n t further requires a
described the use of extraoral a n d intermaxillary grasp of f u n d a m e n t a l biomechanical principles.
forces, he too recognized that resistance to tip-
ping movements was requisite for intraarch an-
chorage control. With a singular approach, Case
Anchorage from a Biomechanical
Perspective
advocated the use of firm, soldered a t t a c h m e n t
of the anchorage teeth to one a n o t h e r to main- The basic techniques for a n c h o r a g e control gen-
tain their upright positions. Case stated that, erally rely on 3 essential similarities: (1) ex-
with this strategy, "the applied force will be traoral forces on the anchorage unit (headgear),
equally distributed over the entire mesial or dis- (2) intermaxillary elastics, (3) tipping move-
tal surfaces of the alveoli for all the roots, in- ments of the active teeth while simultaneously
creasing the stability of the anchorage to an discouraging tipping of the anchorage teeth.
incalculable degree. ''2 Patient compliance is a m a n d a t o r y r e q u i r e m e n t
Approximately 20 years later, Charles Tweed for h e a d g e a r and elastic wear. Without cooper-
advocated similar techniques. His m e t h o d of an- ation, control of tooth m o v e m e n t is lost and
chorage p r e p a r a t i o n was a i m e d at maintaining t r e a t m e n t o u t c o m e may be c o m p r o m i s e d .
the anchorage teeth against unwanted tipping T h e a t t e m p t to maintain anchorage by pro-
and extrusive side effects. ~,5,6 A series of tip back moting different types of tooth m o v e m e n t for
bends acted to a n c h o r the teeth like tent stakes the active teeth versus the a n c h o r units shows
to resist vertical and anteroposterior displace- the biomechanical essence of a n c h o r a g e con-
m e n t during intermaxillary elastic traction. Al- trol. U n d e r s t a n d i n g how this strategy works re-
though Tweed r e p o r t e d that his m e t h o d s were quires an analysis of how the applied force sys-
m o r e mechanical in nature than biologic, the tip tems d e t e r m i n e the resulting type of tooth
back bends were generally a further r e f i n e m e n t m o v e m e n t . T h e relationship between mechani-
of Angle's and Case's stationary anchorage cal force systems and tooth m o v e m e n t has b e e n
methods. well described and illustrates that the nature of a
Despite his a d h e r e n c e to the differential tooth's m o v e m e n t depends on the ratio of the
force theory, P.R. Begg also used a similar pro- applied m o m e n t relative to the applied force
cedure for anchorage control. 7-9 With the use of ( M / F ratio) at the orthodontic bracket, n
his light wire technique, Begg regularly used tip T h e way a tooth moves is d e p e n d e n t on the
back bends to help maintain the anteroposterior nature of the forces (ie, the force system) im-
position of the anchorage teeth to effect prefer- posed on it. T h e force system includes the ap-
ential tooth movement. 4,m Additionally, he pro- plied force and m o m e n t s at the bracket (via
posed tipping the anterior teeth during initial elastic, coil, loop, etc), and the actual force dis-
retraction, followed by an uprighting phase. tribution a b o u t the p e r i o d o n t i u m (stress-strain
All of these m e t h o d s have proven to be gen- relationship). T h e force distribution is a func-
erally effective and well-accepted a p p r o a c h e s to tion of the tooth's center of rotation. 11-21 Con-
orthodontic m e c h a n o t h e r a p y . Further advance- trolled tipping is tooth m o v e m e n t with the cen-
ments in these techniques have b e e n evolutions ter of rotation of the tooth at the root apex. T h e
rather than revolutions. The c o m m o n denomi- resultant forces tend to be distributed at the
nator of these and subsequent techniques is that marginal portion of the periodontal ligament
44 Kuhlberg and Priebe
C
root (Fig 1).
Why does this analysis show the biomechani-
Controlled
Tipping
M/F -7:1 Figure 2. The effect of a large M/F ratio on tooth
movement. A large M/F ratio produces root move-
ment (A). A pure moment would produce only rota-
tion, which would result in distal crown movement
(B).
T h e inequality, M/Fposterio r > M/Fanterior, in- closure frequently results in occlusal plane dis-
dicates the n e e d for an alternative approach. crepancies between the anterior a n d posterior
Rather than varying the forces, unequal mo- teeth. T h e posterior teeth may be positioned
ments may be applied. Increasing the m o m e n t with the crowns distally tipped a n d the roots
on the posterior teeth a n d / o r decreasing the mesially oriented. T h e canines c o m m o n l y have a
m o m e n t on the anterior teeth serves as a n o t h e r root-mesial axial inclination and the incisors are
option toward creating differential M / F ratios. excessively upright. This situation is a natural
The horizontal force on the anterior teeth consequence of the force system used but may
equals the horizontal force on the posterior also be an advantage given a p p r o p r i a t e maloc-
teeth. T h e m o m e n t s or couples created by the clusions (ie, anterior protrusion with excessive
bracket/wire-spring combination generate a dentoalveolar height and gingival display). An
greater m o m e n t to the a n c h o r a g e teeth. Simul- a p p r o p r i a t e stage of root correction after space
taneously, a lower m o m e n t acts on the anterior closure prepares the occlusion for orthodontic
teeth. finishing details.
For the Class I I / u p p e r anterior retraction In comparison with the use of elastics or
challenge, the M / F ratio on the posterior teeth headgear, a differential m o m e n t a p p r o a c h to
will p r o d u c e translation or root m o v e m e n t , a n c h o r a g e control reduces the influence of
while the low M / F ratio on the anterior teeth compliance on t r e a t m e n t outcome. Because the
will show controlled tipping. T h e large posterior force system is g e n e r a t e d by the intraoral appli-
m o m e n t s encourage anchorage preservation as ance, elastics or h e a d g e a r b e c o m e less critical.
they resist tipping. Also, a very large posterior In extremely difficult cases, h e a d g e a r or elastics
m o m e n t would actually cause distal crown move- may be used to further s u p p l e m e n t anchorage.
ment, effectively increasing the size of the ex- Several orthodontic springs, loops, and de-
traction space! vices have b e e n designed using this a p p r o a c h to
T h e application of unequal m o m e n t s must anchorage control. 23-26 T h e wide variety of de-
also satisfy Newton's laws. Because the m o m e n t s signs reflects the b r e a d t h of the options available
on each end of the spring are unequal, the total to the clinician for i m p l e m e n t i n g this strategy
force system must have additional effects. Verti- for anchorage control in patient care. The im-
cal forces, intrusive to the anterior and extrusive p o r t a n t issue is not the specific spring, it is the
to the posterior, are also acting. T h e vertical force system the spring applies to the dentition.
force m a g n i t u d e d e p e n d s on the difference in
the 2 m o m e n t s and the distance between ante-
rior and posterior a t t a c h m e n t points (Fig 5).
Biologic Considerations
In addition to the potential side effects cre- A n o t h e r factor in a n c h o r a g e control is the rela-
ated by the vertical forces, this a p p r o a c h to space tive rates of tooth m o v e m e n t for tipping, trans-
lation, and root m o v e m e n t . T h e stress distribu-
tion within the periodontal support is different
for each type of tooth m o v e m e n t . T h e stresses
on the PDL are greatest at the cervix of the tooth
for controlled tipping and a p p r o a c h zero at the
apex. Conversely, the greatest stresses are at the
apex for root m o v e m e n t . Translation applies a
u n i f o r m stress along the root surface. The rates
of tooth m o v e m e n t for each of these stress-strain
relationships may also affect a n c h o r a g e control.
T o o t h displacement rates have often b e e n
evaluated on the basis o f force magnitude. Smith
and Storey 7 r e p o r t e d that the m a n i p u l a t i o n of
J force magnitudes has an impact on relative rates
of tooth displacement and thus anchorage con-
Figure 5. The force system from differential moment trol. Unfortunately their conclusions have not
orthodontic appliance designs for space closure. b e e n s u p p o r t e d by others. 27-s2 It is suggested,
Space Closure and Anchorage Control 47
however, that the stress distribution a b o u t the has a similar effect. Because wire stiffness is in-
periodontal ligament, rather than the absolute versely related to the third power of the length,
magnitude of the force, has a greater impact on an off-centered or asymmetrically positioned
rates of displacement. ~S Histologic studies have spring will deliver greater m o m e n t s to the teeth
shown that tipping produces localized regions of that it approximates (Fig 6). 39
high stress, whereas translation results in a m o r e A n o t h e r m e t h o d of anterior retraction that
diffuse stress distribution. 34-36 Thus, a simple uses a differential m o m e n t strategy for anchor-
force applied at the bracket will be concentrated age control is c o m b i n e d incisor intrusion and
at the apical and marginal regions of the PDL retraction. This simple yet effective appliance
and effectively increase the stress in these areas. uses the tip back m o m e n t of the intrusion arch
If force magnitude, specifically the stress magni- for creating the large posterior M / F ratio. 42A3
tude within the PDL, determines the rate of The retraction force is applied with either coil
displacement, m,29,:~1 then tipping m o v e m e n t s oc- springs or elastic chain (Fig 7). By carefully con-
cur faster because of the higher localized trolling the intrusive and retraction forces, the
stresses. Storey r e p o r t e d that tipping m o v e m e n t s overbite and overjet can be simultaneously cor-
occurred m o r e rapidly than translational move- rected.
m e n t s Y Although there is still some question Careful m o n i t o r i n g is crucial for successful
regarding the effects of force magnitude on anchorage control during space closure. A sys-
rates o f tooth displacement, the c o m b i n a t i o n o f
these biologic concepts with the geometric ad-
vantage of tipping m o v e m e n t s over translation
(Fig 3) may help explain the effectiveness of
differential m o m e n t strategies for a n c h o r a g e
control.
histological significance. Acta Odontol Scand 1947;7: four-fold increased orthodontic force magnitude on
115-144. tooth movement and root resorptions. An intra-individ-
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