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doi:10.1111/iej.

12432

REVIEW
A review of instrumentation kinematics of engine-
driven nickel–titanium instruments

ß apar1 & H. Arslan2


I. D. C
1 _
Department of Endodontics, Faculty of Dentistry, Izmir Katip C _
ß elebi University, Izmir; and 2Department of Endodontics,
Faculty of Dentistry, Atat€
urk University, Erzurum, Turkey

Abstract the effect of instrumentation kinematics on root canal


shaping procedures and instrument performance. The
C
ß apar ID, Arslan H. A review of instrumentation kinematics
literature search for this narrative review was con-
of engine-driven nickel–titanium instruments. International
ducted in Google Scholar, Scopus, PubMed and Web
Endodontic Journal, 49, 119–135, 2016.
of Science using the keywords ‘kinematics and end-
Over the years, NiTi alloys have become indispensable odontics’ and ‘reciprocation and endodontics’. In addi-
materials in endodontic treatment. With technological tion, historical literature was searched using the
advancements in metallurgy, manufacturers have keyword ‘nickel–titanium and endodontics’. Overall,
attempted to produce instruments with enhanced fea- 143 articles were included up to 2015.
tures. In parallel with these developments, endodontic
Keywords: asymmetrical motion, instrumentation
motors have undergone improvements in terms of tor-
speed, kinematics, reciprocation, root canal instru-
que control and kinematics that are adjustable in dif-
mentation, torque.
ferent directions. This review presents an overview of
the advancements in instrumentation kinematics and Received 28 August 2014; accepted 24 January 2015

odontic instruments allows for easier and faster


Introduction
instrumentation (Sch€ afer et al. 2004). Machine-
Removing pulp tissue remnants, microorganisms and assisted techniques consist of automated root canal
microbial toxins from the root canal system is essen- preparation, sonic and ultrasonic preparation, laser
tial for the success of root canal treatment (Basmadj- systems and noninstrumental techniques (H€ ulsmann
ian-Charles et al. 2002). Root canals can be cleaned et al. 2005).
by instrumentation supplemented with irrigants and Traditionally, stainless steel instruments have been
intracanal medicaments (Bystr€ om & Sundqvist 1985). used for root canal instrumentation. However, such
Several mechanical devices and techniques have been instruments have a tendency to transport the pre-
developed to further improve the effectiveness of pared canal away from its original axis (Cheung &
instrumentation and to make canal preparation eas- Liu 2009). With the introduction of the more flexible
ier. The devices and techniques used for root canal nickel–titanium (NiTi) instruments (Walia et al.
instrumentation may be classified as either manual or 1988), they have become indispensable. With techno-
machine-assisted. The use of machine-assisted end- logical advancements in metallurgy, manufacturers
have attempted to improve the instruments (easier,
faster and better root canal shaping, greater resis-
_
Correspondence: Asst. Prof. Dr. Ismail Davut Cß apar, Depart- tance to fracture), such as those made of M wire
_
ment of Endodontics, Faculty of Dentistry, Izmir ß elebi
Katip C (Dentsply Tulsa Dental Specialties, Tulsa, OK, USA) or
University, 35620 Izmir, Turkey (Tel.: +90 232 325 4040-
control memory wire (CM) (DS Dental, Johnson City,
2602; Fax: +90 232 325 2535; e-mail: capardt@hotmail.
com). TN, USA), that incorporated several design features.

© 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd International Endodontic Journal, 49, 119–135, 2016 119
ß apar & Arslan
Instrumentation kinematics C

Additionally, in parallel with these developments, part of the file) is produced by design features of the file,
endodontic motors have undergone enhancement including having an off-centred cross section that is not
regarding torque control and kinematics that are related to endodontic motors. The first available systems
adjustable in several directions. A review of the litera- enabling asymmetrical motion were Revo-S (Micro-
ture reveals that the large number of studies on Mega, Besancßon, France), followed by ProTaper Next
instrumentation kinematics carried out in the past (Dentsply Tulsa Dental Specialties), new generation
decade has not yet been included in a review. This OneShape (MicroMega) and more recently TRUShape
review presents an overview of the advancements in 3D Conforming Files (Dentsply Tulsa Dental Special-
instrumentation kinematics and the effects of instru- ties).
mentation kinematics on root canal shaping proce-
dures and instrument performance.
Rotational reciprocating motion
After reciprocation was first introduced in 1964 with
Literature search methodology
the Giromatic system (MicroMega), various endodon-
A literature search for this narrative review was con- tic reciprocating handpieces have been manufactured
ducted in Google Scholar, Scopus, PubMed and Web (Prichard 2012). The Giromatic system, Endo-Gripper
of Science using the keywords ‘kinematics and end- (Moyco Union Broach, Montgomeryville, PA, USA),
odontics’ and ‘reciprocation and endodontics’. Over Intra-Endo 3 LD (KaVo, Biberach, Germany) and
2000 articles were found. In addition, historical liter- Dynatrak (Dentsply DeTrey, Konstanz, Germany) oper-
ature searching was conducted using the keywords ate with equal angles of 90° clockwise (CW) and clock-
‘nickel–titanium and endodontics’. This resulted in wise (CCW) motion. Over time, the Giromatic system
the identification of over 10 000 studies for prelimin- lost popularity because it produced greater procedural
ary analysis. Articles unrelated to the endodontic errors than hand filing (Weine et al. 1976).
instruments were excluded. The included articles were The M4 (SybronEndo, Orange, CA, USA), Endo-Eze
checked to identify further relevant literature. Overall, (Ultradent Products Inc., South Jordan, UT, USA) and
143 articles were included up to 2015. Endo-Express SafeSider (Essential Dental Systems,
Endodontic machine-assisted instrumentation can South Hackensack, NJ, USA) systems are current
be classified into five groups according to the instru- examples of reciprocating handpieces that utilize
mentation kinematics as follows: rotary motion, rota- small, equal 30° angles of CW and CCW rotation.
tional reciprocating motion, vertical vibration plus These handpieces enable the formation of an end-
rotational reciprocating motion, vertical vibration and odontic glide path using small stainless steel hand
rotary motion plus rotational reciprocating motion files (Gambarini et al. 2015).
(adaptive). More recently, reciprocating motion regained popu-
larity with the introduction of NiTi alloys and endodon-
tic torque control motors. In 1985, a balanced-force
History of instrumentation kinematics
technique for curved canals was described by Roane
et al. (1985) and included unequal CW and CCW
Rotary instrumentation
motions with hand files. Yared (2008) introduced
According to H€ ulsmann et al. (2005), the first refer- the concept of single-file reciprocation, which was
ence to rotary instrumentation was made by Oltramare based on a balanced-force technique and used the
(1892), who used fine needles with rectangular cross ProTaper F2 instrument (Dentsply Tulsa Dental
sections that could be attached to a dental handpiece. Specialties) (a flute-designed instrument with cross-
Rollins (1899) developed the first endodontic hand- sectional geometry that aids in the cutting of the den-
piece for root canal instrumentation that was used tine in the CW direction) with unequal CW and CCW
with specially designed needles at 100 rpm (Milas rotational motion (144° CW and 72° CCW). This devel-
1987). After the introduction of NiTi endodontic hand opment meant that the instruments required five rota-
instruments by Walia et al. (1988), many rotary NiTi tions to complete a full 360° rotation. At the same
instruments have been marketed. Recently, a new type time, the elastic limit of the instrument was not
of rotary motion, asymmetrical rotary motion, has been exceeded due to this motion (Kim et al. 2014).
introduced (Diemer et al. 2013). Asymmetrical rotary Based on these developments, manufacturers
motion (waves of motion travelling along the active introduced single-file reciprocating systems including

120 International Endodontic Journal, 49, 119–135, 2016 © 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd
ß apar & Arslan Instrumentation kinematics
C

WaveOne (Dentsply Tulsa Dental Specialities) and the motion can be described as a rotation of 600° in
Reciproc (VDW, Munich, Germany). The major differ- the CW direction, a stop and then a restart in the CW
ence is that these instruments had a CCW cutting direction. When the instrument engages dentine or
direction, so the instruments could cut if the CCW the root canal filling, the motion of the instrument
movement was greater than the CW movement. How- becomes reciprocal due to the increased stress. The
ever, except for these reciprocating instruments, all of reciprocal angles are not constant, and the motor
the instruments are designed for cutting in the modifies the CW/CCW angles from 600/0° to 370/
CW direction. Thus, if a clinician tries to use these 50°, depending on the intracanal stress (http://
reciprocating instruments with CW rotating motors axis.sybronendo.com/tfadaptive_confidence#tab 2).
or tries to use CW cutting instruments with the recip-
rocating motors (CCW motion is greater than CW
An overview of the asymmetrical rotary
motion), the instrument will neither cut nor penetrate
motion studies
into the canal.
Reciprocating endodontic motors can be classified As mentioned previously, instruments having an off-
as open or closed motors, with open motors [(ATR centred cross section (Revo-S, ProTaper Next, new
Vision; ATR, Pistoia, Italy), (iEndo Dual; Acteon, generation OneShape and TRUShape 3D Conforming
Merignac, France), (SAF pro System; ReDent-Nova, Files) result in an asymmetrical rotary motion. How-
Ra’nana, Israel)] allowing modification of angles and ever, there is no available study comparing instru-
speed and closed motors [(WaveOne), (Reciproc), ments with similar cross-sectional geometry and
(Elements motor; SybronEndo), (ATR Technika; ATR)] metal alloy to determine the effect of pure asymmetri-
which do not allow such modifications. cal motion. Thus, further studies comparing instru-
ments with similar cross-sectional geometry are
required to understand the effect of asymmetrical
Vertical vibration plus rotational reciprocating
motion on debris extrusion, cutting efficacy, cyclic
motion
fatigue and root canal transportation.
Various manufacturers have produced handpieces that
are able to produce an up-and-down motion of the file
Debris extrusion
and a quarter turn rotation (e.g. Canal Finder System:
Societe Endo Technic, Zurich, Switzerland; Endolift: Kocak et al. (2013) found no significant differences
SybronEndo). Although these handpieces were manu- between Revo-S and other rotary and reciprocating
factured for use with stainless steel files, NiTi files are systems with respect to debris extrusion. However, it
commercially available with the EndoPulse system has been found that the ProTaper Next instruments
(Societe Endo Technic), which is the new version of were associated with less debris extrusion than the
the Canal Finder (http://www.endotechnic.com/prod- ProTaper Universal instruments (C ß apar et al. 2014a,
ucts/automated-files-/master-file.html). Kocak et al. 2014, Ozsu et al. 2014). The different
cross-sectional geometry may lead to increased space
between the file and the dentinal walls, allowing
Vertical vibration
more coronal flow of the dentinal debris. In particu-
In 2010, the Self-Adjusting File system (SAF) (Re- lar, ProTaper Universal instruments have a convex
Dent-Nova) was introduced. It is operated by vibrat- triangular cross-sectional geometry, whereas the
ing a slightly abrasive lattice using an in-and-out ProTaper Next instruments have a rectangular
motion to remove dentine and provide continuous geometry.
irrigation during preparation (Metzger et al. 2010).
Cutting efficacy
Rotary motion plus rotational reciprocating motion
With the aid of asymmetric rotary motion, instruments
(adaptive motion)
with an offset rotational mass may describe a larger
In 2013, a new endodontic motor was introduced by envelope of motion than similarly sized files with sym-
Sybron Endo (Elements) that aims to combine the metrical mass and axis of rotation. Consistent with this
advantages of both rotary and reciprocating motions. theory, Cß apar et al. (2014f) revealed that ProTaper
When the instrument is not (or is minimally) stressed, Next X2 instrument that have a 0.06 apical taper

© 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd International Endodontic Journal, 49, 119–135, 2016 121
ß apar & Arslan
Instrumentation kinematics C

removed similar amounts of dentine compared with compared with traditional instruments that have sym-
other instruments that had a 0.08 apical taper and sim- metrical motion.
ilar tip size. Thus, smaller and more flexible instruments
can cut the same size of preparation as larger and more
An overview of studies on reciprocating
rigid files with centred mass and axis of rotation.
motion

Cyclic fatigue Reciprocating angle


Diemer et al. (2013) reported that the axial stress on Knowing the actual reciprocating angles is important
files decreased for asymmetrical prototype instruments. because it has been shown that decreasing the recip-
Asymmetrical motion produces different stress points rocation range of the instruments results in increased
during cyclic fatigue, which may contribute to the cyc- cyclic resistance with less transportation but with
lic fatigue resistance of the instruments (C ß apar et al. longer preparation times (Saber & Abu El Sadat
2014e). Numerous studies have reported that instru- 2013). According to the manufacturers, the ‘Wave-
ments with asymmetrical offset design have better cyc- One ALL’ mode generates a rotation of 170° CCW
lic fatigue resistance than instruments with a centred and 50° CW, and the ‘Reciproc ALL’ mode generates
mass and axis of rotation (Cß apar et al. 2014c, Elnaghy a rotation of 150° CCW and 30° CW (Kim et al.
2014, Nguyen et al. 2014, Perez-Higueras et al. 2014). 2012). Recently, Fidler (2014) investigated the kine-
matics of reciprocating motors using a high-speed
video camera and found that the actual angles of the
Torsional fatigue
WaveOne mode is 160° CCW and 41° CW, those of
Pereira et al. (2013) compared ProTaper Universal the Reciproc mode is 159° CCW and 35° CW, and
and ProTaper Next instruments with respect to peak those of ATR Technika’s reciprocation mode is 1310°
torque and force during root canal preparation; the CW and 578° CCW.
ProTaper Next instruments had greater consistency in The ATR motors of two different models, the ATR
peak torque. Pereira et al. (2013) explained this result Technika (old version) and ATR Vision (new version),
as being a consequence of the asymmetric contact were frequently used in previous studies (Yared 2008,
between the ProTaper Next instrument and dentine. De-Deus et al. 2010b, Varela-Patino et al. 2010, You
et al. 2010, 2011, Paque et al. 2011, Stern et al.
2012, Perez-Higueras et al. 2013, Giuliani et al.
Dentinal defects
2014, Kansal et al. 2014). ATR Technika has only
The forces generated during instrumentation have one reciprocating mode, such that the reciprocating
been linked to an increased risk of root fracture (Kim angles are not adjustable, whereas the ATR Vision
et al. 2010), and it has been shown that the ProTaper has an option to adjust the reciprocating angles. In
Next instruments tended to cause fewer dentinal the first study on the single-file reciprocation concept
cracks compared with the ProTaper Universal instru- by Yared (2008), the ATR Vision was used, and the
ments (C ß apar et al. 2014b, Karatas et al. 2015). How- reciprocating angle was found to be four-tenths
ever, Yoldas et al. (2012) reported that root canal (144°) and two-tenths (72°) of a circle. Subsequently,
instrumentation with Revo-S caused a similar inci- ATR Technika was used in numerous studies, and
dence of dentinal cracks compared to instruments conflicting angles (144°–72°, 60°–45°, 140°–45°)
with a centred mass and axis of rotation. were reported, although reciprocating angles could
not be adjusted with the motor (De-Deus et al. 2010b,
Varela-Patino et al. 2010, You et al. 2010, 2011,
Root canal transportation and straightening of the
Stern et al. 2012, Kansal et al. 2014). Researchers
canal curvature
should be aware of the actual angles of the recipro-
As mentioned previously no studies have evaluated cating motion when undertaking further studies.
the effect of pure asymmetrical motion on root canal
transportation. However, it has been shown that
Debris extrusion
instruments allowing asymmetrical motion caused
ß apar et al. 2014f) or less root canal trans-
similar (C The literature includes conflicting results on the effect
portation (B€ urklein et al. 2014b, Zhao et al. 2014) of reciprocating instrumentation on debris extrusion.

122 International Endodontic Journal, 49, 119–135, 2016 © 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd
ß apar & Arslan Instrumentation kinematics
C

Most of the studies are concerned with the effect of 2008, Peters et al. 2014). The cutting efficacy of
single-file reciprocating instrumentation on debris reciprocating single-file systems has previously been
extrusion (B€ urklein & Sch€afer 2012, Kocak et al. evaluated, and the Reciproc system was shown to be
2013, B€ urklein et al. 2014a, De-Deus et al. 2014) or more effective than WaveOne instruments (Plotino
extrusion of bacteria (Tinoco et al. 2014); however, et al. 2014) and other rotary instruments (C ß apar
there are few reports on pure reciprocating motion et al. 2014f). As mentioned above, these differences
(De-Deus et al. 2010a). Previously, rotary instrumen- may be caused by the different cross-sectional designs
tation was associated with less debris extrusion com- rather than by different kinematics. It has been
pared with reciprocal instrumentation (B€ urklein & shown that heat-treated alloys have less stiffness
Sch€ afer 2012, B€ urklein et al. 2014a). In those stud- (Gambarini et al. 2011) and a lower ultimate tensile
ies, single-file reciprocating instruments are compared strength than do conventional superelastic wires
with full-sequence (B€ urklein & Sch€afer 2012) or sin- (Zhou et al. 2012), suggesting that heat-treated alloys
gle-file rotary instrumentation (B€ urklein et al. 2014a). are softer and therefore cut less effectively. The
Similarly, Robinson et al. (2013) reported that root greater cutting efficacy of the Reciproc instrument is
canal instrumentation with single-file reciprocating likely related to its S-shaped cross section having a
instruments induced greater debris accumulation double-cutting edge. It has recently been documented
than full-sequence rotary instrumentation. By con- that Reciproc instruments can reach full working
trast, it has been shown that single-file reciprocating length without a glide path in a large proportion of
instruments caused less extrusion of bacteria (Tinoco straight or moderately curved canals in mandibular
et al. 2014) and debris (De-Deus et al. 2014) than molar (De-Deus et al. 2013b).
conventional multifile rotary systems. Kocak et al. Stern et al. (2012) evaluated the effect of instru-
(2013) found no significant differences between sin- mentation kinematics on cutting efficacy and reported
gle-file reciprocating instruments and multifile rotary that the use of single ProTaper F2 Universal instru-
systems with respect to debris extrusion. Moreover, ments with the reciprocating motion of ATR Technika
Caviedes-Bucheli et al. (2013) showed that Reciproc motors removed a similar dentine volume to that pro-
instruments produced lower levels of neuropeptide duced when using a full sequence of the same instru-
expression than WaveOne. These discrepancies may ment with rotational motions. Similarly, Giansiracusa
be caused by the use of differently designed instru- Rubini et al. (2014) compared the cutting efficacy of
ments, a different number of files or differing root Reciproc instruments with the Reciproc All motion
canal anatomy, and it is not possible to separate the and CCW rotary motion and found no significant
influence of the reciprocating motion from the results differences between the motions. Saber & Abu El
of the aforementioned studies. In contrast to these Sadat (2013) reported that decreasing the reciproca-
studies, De-Deus et al. (2010a) compared debris extru- tion range of the instruments resulted in increased
sion associated with ProTaper instruments with full- cyclic resistance with less transportation but also in
sequence rotary motion up to size F2 with that of a longer preparation times. Moreover, Plotino et al.
single ProTaper F2 instrument with reciprocating (2014) showed that there were no significant differ-
motion and demonstrated no significant difference ences between the Reciproc All and WaveOne All
between the instrumentation techniques. Conversely, movements in terms of cutting effectiveness.
in the study by De-Deus et al. (2010a), different num-
bers of files were compared, and it is not known
Cyclic fatigue
whether the instruments would cause less debris
extrusion when the instruments were used with a The cyclic fatigue resistance of single-file reciprocating
full-sequence reciprocating motion. systems has been evaluated previously, showing that
reciprocating instruments had higher cyclic fatigue
resistance than did instruments that used rotary
Cutting efficacy
motion (Castello-Escriva et al. 2012, Pedulla et al.
The cutting efficacy of instruments involves a com- 2013). Perez-Higueras et al. (2013) reported that K3
plex interrelationship of several factors such as cross- (SybronEndo), K3XF (SybronEndo) and Twisted File
sectional design, debris removal capacity, helical and (SybronEndo) instruments had better cyclic fatigue
rake angles, metallurgical properties and surface resistance when moved with reciprocating motion
treatments (Sch€ afer & Lau 1999, Sch€ afer & Oitzinger (144° CW and 72° CCW) compared to rotary motion.

© 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd International Endodontic Journal, 49, 119–135, 2016 123
ß apar & Arslan
Instrumentation kinematics C

Similarly, Kiefner et al. (2014) evaluated the cyclic showed that the rotation angles at the beginning
fatigue resistance of Mtwo (VDW) and Reciproc point of the plateau, which implicate permanent dis-
instruments under rotary motion or reciprocating tortion, were >170°. The authors concluded that both
movement (Reciproc All mode) and concluded that single-file reciprocating instruments should be rela-
the reciprocating movement increased cyclic fatigue tively safe when operated with their own motions
resistance. Additionally, De-Deus et al. (2010b) because the rotational deformation can be recovered
reported the increased cyclic fatigue resistance of Pro- upon unloading (Kim et al. 2014). Further studies
Taper Universal instruments under reciprocating will be needed to investigate the effect of reciprocating
movement (ATR Technika’s mode). These results sug- motion on the permanent deformation of different
gest that the cyclic fatigue resistance of different types brands of NiTi instruments.
of instruments (thermal treated or conventional NiTi)
increases when using reciprocating motion.
Life span
Gambarini et al. (2012) evaluated the effect of the
reciprocating range on cyclic fatigue resistance of Varela-Patino et al. (2010) reported that root canal
instruments and concluded that increasing the recip- preparation using ProTaper Universal files with full-
rocating range reduced resistance to cyclic fatigue. sequence reciprocation motion of ATR Technika
However, the rotational speed of reciprocating instru- motor resulted in a higher mean life span of the
ments may not be constant. Electrical engines have instrument compared with using the same instrument
mechanical limitations for converting the rotation and full sequence with rotary motion. Moreover, You
direction, resulting in acceleration and deceleration in et al. (2010) showed that the use of single ProTaper
both directions of rotation (Kim et al. 2012). Gamba- F2 instruments with the reciprocating motion of the
rini et al. (2012) stated that the differences in the cyc- ATR Technika motor resulted in similar root canal
lic fatigue resistance of different reciprocating angles transportation but shorter preparation time in curved
may be related to this acceleration and deceleration canals compared with a full sequence with rotary
phenomenon. motion. It also has been reported that a single F2 file
In a recent study, Shin et al. (2014) evaluated the can be used safely in curved canals at least six times
effect of different periodic angular increments on an with reciprocating motion (You et al. 2010).
instruments’ cyclic fatigue. The authors compared dif- Recently, Plotino et al. (2015) investigated fracture
ferent stationary reciprocating motions (equal CW incidence of the Reciproc instruments after clinical
and CCW motion) and different progressive motions use and showed that the fracture incidence of the
with different angular increments whenever an Reciproc instruments (single usage) was 0.47%. Simi-
instrument completed different reciprocating cycles, a larly, Cunha et al. (2014) reported that the instru-
reciprocating motion similar to that used by Yared ment fracture incidence was 0.42% of the teeth
(2008) and rotary motion. It was found that a pro- enlarged with the reciprocating WaveOne instrument.
gressive reciprocating operation with a 45° recipro- Based on these results, the file fracture incidence of
cating amplitude and a +7° progressive angular reciprocating instruments is lower than that of rotary
increment every 10 reciprocating cycles increased the instruments (Ramirez-Salomon et al. 1997, Wu et al.
cyclic fatigue life by 990% in rotary motion (Shin 2011, Ehrhardt et al. 2012).
et al. 2014). Moreover, according to Shin et al.
(2014), the use of the progressive reciprocating
Dentinal defects
motion caused multiple fatigue crack initiation sites,
whereas rotary motion and stationary reciprocating Root canal instrumentation with NiTi instruments
motions caused single crack initiation sites. Changing has the potential to induce crack formation in roots
the stress point on the instruments with different (Bier et al. 2009, Liu et al. 2013, Ashwinkumar et al.
angular increments appears to be a promising devel- 2014). However, there are conflicting results regard-
opment in endodontic motors. ing the effect of reciprocating instruments on crack
formation. In a study by B€ urklein et al. (2013b),
reciprocating instruments were associated with more
Torsional fatigue
dentinal cracks than were full-sequence rotary sys-
Recently, Kim et al. (2014) investigated the torsional tems. However, Liu et al. (2013) showed that
resistance of single-file reciprocating instruments and Reciproc instruments caused fewer cracks than did

124 International Endodontic Journal, 49, 119–135, 2016 © 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd
ß apar & Arslan Instrumentation kinematics
C

full-sequence rotary (ProTaper Universal) or single-file in simulated S-shaped canals, and concluded that
rotary instruments (OneShape). Similarly, Ashwinku- F360, OneShape and HyFlex CM caused less straight-
mar et al. (2014) reported that WaveOne instruments ening than the reciprocating instruments. In another
caused fewer cracks than did the full-sequence rotary study by B€ urklein et al. (2013a) in severely curved
(ProTaper Universal) instrument. These conflicting canals of extracted teeth, no significant differences
findings may be due to the different instrument sizes were found amongst Reciproc, OneShape, F360 and
(25 and 40) used in the studies. More recently, Kan- Mtwo with respect to root canal straightening. Simi-
sal et al. (2014) compared the use of single ProTaper ß apar et al. (2014f) compared the effects of One-
larly, C
files F2 files with the reciprocating motion of the ATR Shape, ProTaper Universal, ProTaper Next, Reciproc,
Technika motor and full sequence with the rotary Twisted File Adaptive (SybronEndo), and WaveOne
motion. The authors concluded that reciprocating rotary systems on transportation and canal curvature
motion with a single file caused fewer cracks (Kansal in the curved mesiobuccal root canals of mandibular
et al. 2014). However, the use of different numbers of molar teeth and found no significant differences
instruments could affect crack formation. Abou El amongst the groups. Recently, Saber et al. (2015)
Nasr & Abd El Kader (2014) evaluated crack forma- reported that WaveOne and Reciproc instruments
tion and fracture resistance of oval roots after being respected the original canal curvature better than One-
enlarged with the single ProTaper F2 instruments Shape instruments. These conflicting results may be
under rotary or reciprocating motion, and they found related to the different instruments and methodologies
no significant differences between a single F2. How- used (simulated root canals versus natural root
ever, in their study, the angles of the reciprocating canals). You et al. (2011) investigated the effect of
motion were not stated; therefore, further studies reciprocating motion on root canal transportation in
should be conducted using the same numbers and curved canals of maxillary molar teeth and reported
brands of instruments with different motions (rotary that the use of the ProTaper Universal instruments
and different range of reciprocation). with full-sequence reciprocating motion of the ATR
Technika motor caused less transportation than with
the full-sequence rotary motion with the ProTaper Uni-
Root canal transportation and straightening of the
versal instruments, but no significant differences were
canal curvature
obtained. Similarly, Paque et al. (2011) reported that
During root canal preparation, particularly when pre- the use of single ProTaper F2 instruments with recipro-
paring curved canals, there can be iatrogenic errors cating motion created by the ATR Technika motor was
such as ledges, zips, perforations and root canal trans- similar to rotary motion with respect to transportation,
portation (Weine et al. 1975). NiTi systems with differ- but the reciprocating motion with single instruments
ent kinematics have been produced to maintain the was faster. In a recent study, Giuliani et al. (2014)
original canal shape and thus keep it better centred compared the WaveOne full-sequence reciprocating
(Sch€afer & Florek 2003). Additionally, similar to stud- motion with ProTaper Universal instruments (144°
ies on dentinal defect, there are conflicting results CW and 72° CCW) and full-sequence rotary motion
about the effects of reciprocating instruments on root with ProTaper instruments in a simulated canal. The
canal transportation. Marzouk & Ghoneim (2013) authors concluded that full-sequence reciprocating
reported that root canal instrumentation with rotary motion with ProTaper Universal instruments was supe-
instruments (Twisted File) caused less transportation rior to rotary motion with the same instruments or to
and similar straightening of the root canal compared WaveOne instruments with respect to the straighten-
with WaveOne instruments. B€ urklein et al. (2012) ing of the canal curvature (Giuliani et al. 2014).
evaluated the shaping ability of Reciproc, WaveOne,
Mtwo and ProTaper instruments in the curved root
Retreatment
canals of extracted teeth and found no significant dif-
ferences amongst the systems with respect to the The complete removal of Gutta-percha from the root
straightening of canal curvature. More recently, canal system during retreatment can be time consum-
B€urklein et al. (2014c) evaluated the shaping ability of ing and challenging. Recent studies have shown that
Reciproc, WaveOne, HyFlex CM (Coltene-Whaledent, single-file reciprocating instruments are rapid and
Allstetten, Switzerland), F360 (Komet Brasseler, Lem- effective in root canal retreatment (Zuolo et al. 2013,
go, Germany) and OneShape single-file rotary systems Fruchi et al. 2014). Fruchi et al. (2014) reported that

© 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd International Endodontic Journal, 49, 119–135, 2016 125
ß apar & Arslan
Instrumentation kinematics C

Reciproc and WaveOne instruments removed 94% An overview of vertical vibration


and 93% of the root fillings in the canals of curved
molars, respectively. A study comparing the retreat- A finite elemental analysis revealed that the stress
ment effectiveness of the Reciproc and Mtwo rotary created by the SAF system during operation is less
NiTi instruments revealed that Reciproc instruments than the stress resulting from rotary instrumentation
removed more filling material from the canal wall (Kim et al. 2013). Several studies have shown that
than did Mtwo instruments (Zuolo et al. 2013). The root canal instrumentation with SAF caused a lower
effectiveness of reciprocating instruments in root incidence of dentinal cracks compared with rotary
canal retreatment may be due to many factors, the systems (Yoldas et al. 2012, Hin et al. 2013, Liu et al.
most likely being the engagement of the filling mate- 2013). SAF was introduced to achieve a complete
rial with the first motion and the dislodging of the three-dimensional root canal shaping, cleaning and
filling from the canals via the second motion. In con- irrigation (Metzger et al. 2010). This system allows
trast to the aforementioned studies, R€ odig et al. for continuous irrigation during preparation and has
(2014) and Rios Mde et al. (2014) demonstrated no beneficial effects for activating the final irrigation
significant differences between the single-file recipro- once the canal preparation has been completed (Metz-
cating instruments and the ProTaper Universal re- ger et al. 2010). The continuous flow of the irrigating
treatment instruments (Dentsply Tulsa Dental solution through the file, combined with the vibrating
Specialties). These conflicting results may be due to motion, may affect the cleaning ability of the file
the use of differently designed instruments in the (Metzger et al. 2010). Metzger et al. (2010) showed
removal of root canal filling material. Further studies that using the SAF system combined with NaOCl and
should be conducted to evaluate the effectiveness of EDTA resulted in a dentinal surface that was mostly
pure reciprocating motion with the same type of free of a smear layer in all parts of the root canal.
instrument to clarify this issue. Several recent studies have shown that using the SAF
system enhanced the removal of calcium hydroxide
medicament from apical grooves (C ß apar et al. 2014d),
Bacterial elimination residual Gutta-percha after retreatment (Abramovitz
Numerous studies have reported that single-file recip- et al. 2012), bacterial population from oval shaped
rocating systems and full-sequence rotary systems canals (Siqueira et al. 2010) smear layer from the
have similar disinfection performance (Alves et al. root canal wall (Cß apar & Ari Aydinbelge 2014), and
2012, Machado et al. 2013, Siqueira et al. 2013, Fer- biofilm bacteria from within apical grooves (Lin et al.
rer-Luque et al. 2014, Marinho et al. 2015, Martinho 2013), as well as increasing pulp tissue debridement
et al. 2014). Marinho et al. (2015) showed that (De-Deus et al. 2011) and the bond strength of root
Reciproc, Mtwo, ProTaper and Race (FKG Dentaire, fillings (De-Deus et al. 2013a). Moreover, Kocak et al.
La Chaux-de-Fonds, Switzerland) instruments pro- (2013) showed that the SAF system extruded similar
duced highly significant reductions of the bacterial amounts of debris compared with rotary instruments.
load, but no significant differences in endotoxin levels The details of the SAF system can be found in previ-
were found. However, there are no available data ous reviews (Metzger et al. 2013, Metzger 2014).
concerning the effect of pure reciprocating motion on
bacterial reduction.
An overview of the adaptive motion
studies
An overview of vertical vibration plus
This motion is recommended for the Twisted File
rotational reciprocating motion
Adaptive instrument, which aids in the cutting of
There are limited data about this motion in the cur- dentine in the CW direction. Most of the rotary
rent literature. H€
ulsmann & Meyer (1989) reported instruments are designed for CW cutting; thus, the
that the Canal Finder System was a good and suitable adaptive motion may be used with other instruments.
device for the initial instrumentation of narrow and The speed of the instruments used with adaptive
severely curved canals. However, in another study, motion may be reduced due to the changes in the
H€ulsmann et al. (1997) demonstrated that the Canal angle of reciprocating motion, depending on the in-
Finder and Endolift systems resulted in insufficiently tracanal stress (particularly in the treatment of
cleaned root canal walls. curved canals, retreatment, or calcified or narrow

126 International Endodontic Journal, 49, 119–135, 2016 © 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd
ß apar & Arslan Instrumentation kinematics
C

canals). To date, there are limited data about adaptive reported that adaptive motion removed more filling
motion. materials from the root canals than rotary motion.
Instrumentation kinematics includes instrumenta-
tion speed and torque and the following sections
Debris extrusion
describe these factors.
Kirchhoff et al. (2015) reported that Twisted File
Adaptive instruments used with adaptive motion
An overview of instrumentation speed
caused similar debris extrusion compared with ProTa-
and torque studies
per Next and WaveOne instruments. Another recent
study reported that Twisted File Adaptive instruments Several factors can affect instrument failure, including
used with adaptive motion caused less debris extru- the experience of the operator, the radius of the root
sion than the ProTaper Universal and HyFlex systems canal curvature, electro-polishing, the diameter of the
ß apar et al. 2014a).
(C instrument, repeated use of the instrument and the
instrumentation speed, force and torque values
(Haikel et al. 1999, Yared & Kulkarni 2003, Schrader
Postoperative pain
& Peters 2005, Bahia et al. 2006, Anderson et al.
Gambarini et al. (2013) compared Twisted File and 2007).
Twisted File Adaptive instruments (Twisted File and
Twisted File adaptive instruments have similar file
Instrumentation speed
designs but are used with different motions) and
found no differences with respect to postoperative The optimal speed of rotary instrument varies from
pain. instrument to instrument according to the manufac-
turer’s recommendations. To advance to the canal
terminus safely, using the optimal speed for the
Cyclic fatigue
instrument is important. Numerous factors, such as
Gambarini & Glassman (2013) reported that adaptive an instrument’s cross-sectional designs, diameter,
motion increased an instrument’s time to fracture taper, helical angle, pitch number, alloy and tip
compared with rotary motion under cyclic fatigue design, could affect its advancement in root canals
testing. (Diemer & Calas 2004, McSpadden 2007, R€ odig et al.
2014). Thus, to determine the optimal speed of the
instruments, all of these factors should be considered.
Dentinal defects
Therefore, each instrument and design should be
Karatas et al. (2015) reported that ProTaper Next and evaluated separately to obtain its optimal speed.
Twisted File Adaptive systems caused fewer cracks Many studies have evaluated instrument speed,
than the WaveOne system. though with conflicting findings. According to the
study by Yared et al. (2001), the use of ProFile instru-
ments (Dentsply Maillefer, Ballaigues, Switzerland)
Root canal transportation and straightening of the
with a lower speed (150 rpm) did not result in lock-
canal curvature
ing, deformation or fracture; however, instruments
There are conflicting results on the effect of adaptive used at higher speeds (250 and 350 rpm) locked fre-
motion on root canal transportation. Recent studies quently. Consequently, Yared et al. (2001) concluded
have shown that Twisted File Adaptive instruments that higher rotational speeds increased the probability
caused less (Gergi et al. 2014, 2015) or similar of instrument fracture. However, Zelada et al. (2002)
ß apar et al. 2014f, Ordinola-Zapata et al. 2014) root
(C concluded that whereas both the instrument rpm and
canal transportation compared with other instru- the curvature of the root canal contribute to an
ments. increased risk of breakage of NiTi rotary instruments,
the curvature was found to be the most important
factor. Based on these data, Zelada et al. (2002) stated
Retreatment
that the instrument rpm is not an independent factor
ß apar et al. (2015) used the ProTaper Universal re-
C but is instead related to curvature. A study by Daugh-
treatment instruments with adaptive motion and erty et al. (2001) used mature molars and evaluated

© 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd International Endodontic Journal, 49, 119–135, 2016 127
ß apar & Arslan
Instrumentation kinematics C

the fracture rate, deformation rate and efficiency of does not stop or retract the instrument, it will be sub-
rotary endodontic instruments driven at 150 rpm and jected to excessive torque (Gambarini 2000). This
350 rpm. Their findings indicated that ProFile instru- problem can be prevented by the use of a low-torque
ments could be used at 350 rpm to produce nearly endodontic motor that operates below the maximum
double the efficiency and half the deformation rate torque limit of each instrument (Gambarini 2000).
compared with the results obtained at 150 rpm. The Such torque-controlled motors are designed to stop
study by Bardsley et al. (2011) found that using and reverse the rotation of the instrument when its
ProFile Vortex instruments (Dentsply Tulsa Dental torque value is reached, thus preventing instrument
Specialties) at 400 rpm generated less torque and breakage (Suffridge et al. 2003). Conversely, the
force compared with their use at 200 rpm, but an reduced cutting efficiency of the instrument would be
additional speed increase to 600 rpm did not provide problematic for endodontic motors at lower torque
any further benefit. Moreover, Pruett et al. (1997) settings. This makes instrument progression in the
reported that the number of cycles to failure was not root canal difficult and results in the operator being
affected by speed when used in artificial metal canals. more likely to force the instrument. The force applied
Recently, Peters et al. (2014) reported that increased by the operator would result in the instrument lock-
rotational speed was associated with increased cutting ing, followed by deformation and fracture (Yared et al.
efficiency. Poulsen et al. (1995) evaluated root canal 2001). A retrospective clinical study by Iqbal et al.
morphology after instrumentation using Lightspeed (2006) revealed that there was no significant differ-
instruments (Lightspeed Inc., San Antonio, TX, USA) ence in instrument fracture between torque-controlled
rotating at 750, 1300 or 2000 rpm and found that and non-torque-controlled handpieces. This result was
there was no significant difference in instrumentation confirmed by Zarrabi et al. (2010), who concluded
at the various rotational speeds in respect of the that the use of a torque-controlled handpiece is not
amount of dentine removed, canal transportation or an important factor compared with the instrumenta-
the ability of the instrument to remain centred in the tion technique. Moreover, previous studies (Yared &
canal. Kulkarni 2004a,b,c) evaluated torque output and
examined the accuracy of various torque-controlled
motors, concluding that the actual torque deviated
Torque values
from the pre-set torque value and was higher than
Torsional loading, also referred to as torsional fracture the torque reported at the fracture of several NiTi
or resistance, is expressed as the maximum torque, rotary instruments. These results call the usefulness
and the angular distortion when instrument failure of low-torque motors into question (Yared & Kulkarni
occurs is caused by torsional overload (Yum et al. 2004a,b,c). However, another study evaluated the
2011). failure incidence of ProFile NiTi rotary instruments
Gambarini (2000) discussed the rationale for select- when used by inexperienced operators as high, low or
ing lower torque values in endodontic motors. If a very low-torque-control motors or as air-driven hand-
high-torque motor is used, the instrument-specific tor- pieces (Yared & Kulkarni 2002). The authors con-
que limit (fracture limit) is often exceeded, thus cluded that when used by an inexperienced operator,
increasing the risk of intracanal fracture. The author very low-torque-control motors were safer than high-
suggested that a specific torque limit (close to the torque-control motors, low-torque-control motors or
limit of elasticity) be set for each instrument size and air-driven handpieces (Yared & Kulkarni 2002). By
type, such that the motor stops if its load reaches this contrast, other studies reported that all of those types
instrument-specific torque limit. of motors were safe when used by an experienced
Torque influences the incidence of locking of the operator (Yared 2002, Yared & Sleiman 2002). More-
instrument and thus results in instrument fracture over, Berutti et al. (2004) reported that the use of
(Yared et al. 2001). Endodontic motors at a higher high torque applied to the NiTi instruments signifi-
torque setting can result in excessive stress. This cantly extended the time before instrument failure
stress is unimportant in straight root canals because when used by endodontists.
the resistance of dentine removal is very low (Gamba- The torque generated by a rotating instrument
rini 2000). However, the resistance can be high in during root canal instrumentation depends on the
curved or narrow root canals, resulting in the instru- preoperative canal volume, the apical force applied by
ment locking near the apical terminus. If the clinician the operator (operator experience), the instrument’s

128 International Endodontic Journal, 49, 119–135, 2016 © 2015 International Endodontic Journal. Published by John Wiley & Sons Ltd
ß apar & Arslan Instrumentation kinematics
C

diameter, the cross-sectional design, repeated use of


Conclusions
the instrument, the manufacturing process and the
contact area between the instrument and the root • Endodontic motors have undergone a revolution
canal walls (Turpin et al. 2000, Peters et al. 2003, regarding torque control and adjustable kinematics
Yared & Kulkarni 2003, Schrader & Peters 2005, Ba- in different directions;
hia et al. 2006). Moreover, subjecting instruments to • Adaptive motion is a novel modified reciprocating
cyclic fatigue influences their torsional resistance, par- motion that aims to combine the advantages of
ticularly in curved root canals (Yared & Kulkarni rotary and reciprocating motions;
2003, Bahia et al. 2006). • The literature suggests that adaptive motion has
There have been several attempts to understand advantages over simple rotary motion in terms of
and reduce the torque values generated by instrumen- removal of filling material and cyclic fatigue;
tation. One study showed that torque at failure values • The actual speed and angles of reciprocation may
increased regularly with increased file size (Camps & differ from the manufacturers’ declared values;
Pertot 1994). Another study by Peters et al. (2005) • Changing the stress point on the instruments with
evaluated the effects of lubrication on torque gener- different angular increments appears to be a prom-
ated during the rotary preparation of simulated root ising development in endodontic motors;
canals in dentine using various NiTi instruments. In • The instrumentation speed, force, kinematics and
that study, the maximum torque values were signifi- torque values are several factors that affect instru-
cantly reduced by the aqueous solutions compared ment failure;
with paste-type products. Similarly, a study by Boess- • The actual torque deviated from the pre-set torque
ler et al. (2007) concluded that an aqueous chelating and could be higher than the torque reported at
lubricant reduced torque values. the fracture of several NiTi rotary instruments;
The effect of torque settings on canal transporta- • Decreased axial stress on the file and enhanced
tion was evaluated previously. Sch€ afer et al. (2005) debris removal appear to be advantages of instru-
compared the shaping ability of FlexMaster (VDW) ments with asymmetrical motion;
instruments in simulated curved canals with three • Conflicting results amongst the studies on recipro-
different torque-limited automated devices and con- cating motion may be related to the use of differ-
cluded that torque-limited rotary handpieces were ent instruments. Thus, further studies should be
suitable for preparing curved root canals. Similarly, conducted to evaluate the effectiveness of different
B€urklein & Sch€afer (2006) compared the shaping instrumentation kinematics with standardized pro-
ability of Mtwo instruments in simulated curved totypes of instruments that are designed for use
canals with two different torque-limited automated with both working motions and that are equal in
devices and found that the torque-limited rotary all design features and alloy properties.
handpiece was safe and suitable for preparing curved
root canals. Canal centring was compared after the
Acknowledgement
instrumentation using the ProTaper Universal system
with an electric torque-control motor or an air-dri- The authors deny any conflict of interests related to
ven handpiece. It was concluded that NiTi instru- this study.
ments can be used with air-driven motors without
any considerable changes in the root canal anatomy,
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