Rigorous Mathematical Derivation of Inclination Angle for Single Cut Rotational Osteotomy for Tibia Deformity Correction

1. Introduction

A mathematically directed single-cut osteotomy for correction of tibial malunion was originally described by Bruce Sangeorzan and allows for correction of angular deformity along coronal, sagittal, and axial plane with a single oblique cut.⁴ The purpose of this article is to provide easy to use mathematical formulae to describe both the plane of the osteotomy and its inclination and demonstrate their derivation. The formula represents an exact solution to the problem.

• Methodology and Mathematical Proofs:

The method of demonstrating the osteotomy angle for the single cut osteotomy will have four parts. The first part will review how to calculate the magnitude of the true deformity and the plane that the deformity exists in. This is critical because the inclination angle lies in the ‘no deformity’ view on the x-ray which is orthogonal to the view that demonstrates the true deformity. The second part will go over a mathematical corollary needed to arrive at the formula shown in the third part which is the inclination angle. The final part will discuss sign convention and deciding whether to make it a descending or ascending cut.

1.

Calculation of Magnitude of True Deformity and Plane of Deformity

• First, we must define out variables:
• P= Plane of deformity measured in degrees
• A= True magnitude of deformity measured in degrees measured in the plane of deformity
• AP=Magnitude of deformity in AP plane (what is measured on radiographs)
• LAT=Magnitude of deformity in Lateral Plane (what is measured on radiographs)

The computation of finding the plane of the deformity and the true magnitude of deformity has been described on many accounts. Paley demonstrated a proof of this in his book.³ The computation is similar to converting rectangular coordinates into spherical coordinates on a 3-dimentional grid. Refer to Figure 1 to follow the proof below.

$$\begin{gathered} P={tan}^{-1}\left(\frac{a}{b}\right) \\ a=c\cdot tan\left(AP\right) \\ b=c\cdot tan\left(LAT\right) \\ P={tan}^{-1}\left(\frac{a}{b}\right)={tan}^{-1}\left(\frac{c\cdot tan\left(AP\right)}{c\cdot tan\left(LAT\right)}\right) \\ \therefore P={tan}^{-1}\left(\frac{tan\left(AP\right)}{tan\left(LAT\right)}\right) \\ A={tan}^{-1}\left(\frac{d}{c}\right) \\ d=\sqrt{a^2+b^2} \\ d=\sqrt{(c^2\cdot {tan}^2(AP)+c^2\cdot {tan}^2(LAT)} \\ A={tan}^{-1}\left(\frac{\sqrt{(c^2\cdot {tan}^2(AP)+c^2\cdot {tan}^2(LAT)}}{c}\right)={tan}^{-1}\left(\sqrt{{tan}^2\left(AP\right)+{tan}^2\left(LAT\right)}\right) \\ \therefore A={tan}^{-1}\left(\sqrt{{tan}^2\left(AP\right)+{tan}^2\left(LAT\right)}\right) \end{gathered}$$

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Figure 1. Finding the plane of a deformity along with its true magnitude.

Figure 1. Finding the plane of a deformity along with its true magnitude.

2.

Corollary Theorem of Angular Projections

The next theorem is necessary to computing the angle of the osteotomy for both angular and rotational correction. The question is – suppose there is an angle X1 on a Plane 1 and there is a second plane (plane 2) that intersects Plane 1 at angle G. If we were to project the angle X1 from plane 1 onto plane 2 – what will the new angle be on Plane 2. We will call this angle X2.

Refer to Figure 2 for this proof. Again, we begin by defining our variables:

• Plane 1 and Plane 2 are two planes that intersect each other at an Angle G
• Angle G= Angle between both planes
• X1= Angle on Plane 1
• X2= Angle projected from plane 1 to plane 2

Figure 2. Projection of an angle from one plane onto another intersecting plane.

Figure 2. Projection of an angle from one plane onto another intersecting plane.

From the figure drawn out, you can derive the following from trigonometric relationships:

$$\begin{gathered} L_4=L_{2}cos\left(G\right)=L_{3}cos\left(x_2\right) \\ h=L_{1}sin\left(X_1\right)=L_{3}sin\left(X_2\right) \\ w=L_{2}sin\left(G\right) \\ {L}_2=L_{1}cos\left(X_1\right) \end{gathered}$$

Solving this series of equations, you get:

$$\begin{gathered} L_{2}cos\left(G\right)=L_1\frac{sin\left(X_1\right)}{tan\left(X_2\right)}=L_2\frac{tan\left(X_1\right)}{tan\left(X_2\right)} \\ \therefore tan\left(X_2\right)\cdot cos\left(G\right)=tan\left(x_1\right) \end{gathered}$$

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This relationship is noteworthy for the third part of this paper. In effect, it describes the relationship of an angle in one plane and the new angle formed in a new plane.

3.

Calculation of Osteotomy Angle

Putting this all together, we can calculate the obliquity of the osteotomy angle. It is noteworthy that this obliquity is measured in the view where the bone appears most ‘straight.’ This is orthogonal to the plane of the maximal deformity (see Figure 3 and Figure 4). Again, we begin by redefining our variables, referring to Figure 5 for visual representation:

• P= Plane of Oblique-Plane Deformity
• A= Magnitude of Deformity
• R= Magnitude of Rotational Deformity
• B= Angle of Cut on the bone Relative to Line Orthogonal to Axis of Tibia in the plane orthogonal to the Plane of Deformity
• K=Rotation about the osteotomy plane. Represented in Figure 6.

Figure 6. This demonstrates the angle K along the osteotomy plane.

Figure 6. This demonstrates the angle K along the osteotomy plane.

Recall earlier we derived the relationship of how one angle projects onto another intersecting plane as being:

$$tan\left(X_2\right)\cdot cos\left(G\right)=tan\left(x_1\right)$$

If we use this corollary to project the axial view onto our oblique osteotomy at angle B - we can find the magnitude of angle K along the osteotomy plane

$$tan\left(K\right)\cdot cos\left(B\right)=tan\left(R\right)$$

We can do the same by projecting the angular deformity onto the osteotomy plane:

$$tan\left(K\right)\cdot cos(90-B)=tan\left(A\right)$$

By trigonometric identities, this equation can reduce to:

$$tan\left(K\right)\cdot sin\left(B\right)=tan\left(A\right)$$

The value of K in both equations is equal. We can use that to rearrange the two equations above to obtain this relationship:

$$\frac{tan\left(A\right)}{sin\left(B\right)}=\frac{tan\left(R\right)}{cos\left(B\right)}$$

Further Rearrangement will yield the magnitude of B:

$$tan\left(B\right)=\frac{tan\left(A\right)}{tan\left(R\right)}{\therefore B=tan}^{-1}\left(\frac{tan\left(A\right)}{tan\left(R\right)}\right)$$

4.

A Note on Sign Convention:

This concept is critical to understand because while the above formulae are adept at describing the magnitude of the osteotomy angle, the next question is whether the osteotomy is ascending versus descending. Performing a descending osteotomy when an ascending one is indicated will worsen the rotational deformity.

There are two ways to go about this. One is to adopt a consistent sign convention when performing calculations. The example would be akin to using the right-hand rule to determine what is positive and negative and referencing that with a x-y-z coordinate plate. This is difficult and can get confusing because the laterality (right versus left) makes it so that internal or external rotation on one side has the opposite sign convention on the other.

To simplify this – one can generalize these findings based on the laterality and the rotational deformity and the right-hand rule.² The right-hand rule is a method to make the results consistent. One curls their fingers in the direction of the rotational deformity and the thumb points to the direction of the axis of the rotation. For an example, Applying the right-hand rule for a right limb with an internal tibial torsional deformity would have one’s thumb pointing superiorly. This indicates that the axis of rotation points superiorly. This would imply that the axis of rotation begins from posterior inferior and proceeds to anterior superior. A cut orthogonal to this would be ascending. A table utilizing this principle is illustrated in Table 1. Figure 7 demonstrates what is meant by an ascending cut and a descending cut and demonstrates how the angle B is defined relative to these cuts on a no deformity view x-ray.

Laterality (Right vs Left)	Rotational Deformity	Osteotomy Inclination
Right	Internal Rotation	Ascending
Right	External Rotation	Descending
Left	Internal Rotation	Descending
Left	External Rotation	Ascending

Laterality (Right vs Left)	Rotational Deformity	Osteotomy Inclination
Right	Internal Rotation	Ascending
Right	External Rotation	Descending
Left	Internal Rotation	Descending
Left	External Rotation	Ascending

• Results – Verification Utilizing the Sangeorzan Charts

Given the conclusions above, we decided to validate our using the original paper by Sangeorzan. Table 2 is a chart that demonstrates a comparison between finding the inclination angle of the osteotomy using the formula described above and with the charts in Sangerozan’s article.

A statistical t-test was performed that showed no significant difference between the two methods (p=0.0079).

5. Discussion

Using trigonometric relationships, we were able to derive an exact solution as to the plane of the osteotomy. Additionally, in demonstrating the mathematical proofs rigorously, on can understand better how to implement these equations and limitations they pose. The final equations and variables are as follows:

• P= Plane of Oblique-Plane Deformity
• A= Magnitude of Deformity
• R= Magnitude of Rotational Deformity
• B= Angle of Cut on the bone Relative to Line Orthogonal to Axis of Tibia in the plane orthogonal to the the Plane of Deformity
• AP=Magnitude of deformity in AP plane
• LAT=Magnitude of deformity in Lateral Plane

$$\begin{gathered} A={tan}^{-1}\left(\sqrt{{tan}^2\left(AP\right)+{tan}^2\left(LAT\right)}\right) \\ P={tan}^{-1}\left(\frac{tan\left(AP\right)}{tan\left(LAT\right)}\right) \\ {B=tan}^{-1}\left(\frac{tan\left(A\right)}{tan\left(R\right)}\right) \end{gathered}$$

It is noteworthy that the formula for P and B are incredibly similar. There is an elegant mathematical intuition to this. P represents the angle that is formed from the oblique plane from one of our rectangular coordinates. B on the other hand represents the oblique plane of the osteotomy that best projects the rotational deformity and angular deformity on it. Both represent very similar projections and the math demonstrates that elegantly. It stands to reason that the quantity K described above is the equivalent in some way to the ‘true magnitude’ of angulation and rotation combined.

These formulae were compared with the charts from the original Sangeorzan paper and found to correlate closely. The proof above serves to give insight into how to analyze deformity as well. In the face of a tibial deformity that has an angular component in an oblique plane with a torsional deformity as well, the recommended sequence is as follows:

• Orthogonal AP and Lateral films must be taken and the magnitude in each plane must be quantified accurately.
• Measurement of rotational deformity can be measured clinically, or more accurately through the use of CT.¹
• Measurement of leg length inequality and translational deformity should also be undertaken as this may limit use of this method.
• Once angular and rotational deformities are measured, one must find the oblique plane of maximal deformity. Orthogonal to this plane is the “no deformity plane.” One can also compute the magnitude of this deformity.
• Once the magnitude of angular deformity is computed, one can compute the inclination angle.
• Use the table referenced above to determine whether the osteotomy is descending or ascending.
• In the operating room, begin the osteotomy by finding the XR view that shows ‘no deformity.’ Along this view is where the osteotomy is going to be made.
• Place a k-wire at the starting point of the osteotomy at the center of the deformity on this view for reference. Make sure the inserted k-wire is truly orthogonal to the “no deformity” view radiographically
• Using a sterile radio-opaque goniometer, place 2 more k-wires measured angle B from a line orthogonal to the axis of the bone on the no deformity view. Then the bone can be cut along these K-wires.
• Rotate the bone into its corrected position and provisionally fix. Confirm correction on AP-Lat Plane and clinically assess rotation of the limb. Fix the osteotomy definitively with standard internal fixation techniques.

To apply the mathematical principles above, one must be familiar with their limitations. This method does not address translational deformities in the coronal or sagittal plane. There may be some ‘lengthening’ that is due to correction of the angular deformity and not a true lengthening of the bone. One must understand that the mathematical implications do not reliably achieve lengthening or shortening of the deformed limb; however, the correction of the deformity is powerful and can correct coronal, sagittal, and axial plane deformity.

Finally, soft tissue considerations must always be taken into account. Neurovascular structures on the concavity of the deformity may be put under stretch in extreme deformities which may necessitate a different approach or possible gradual correction. The overlying soft tissue envelope must be able to accommodate a relatively large dissection, internal fixation, and must be mobile enough to move with the deformity which is not always the case in post-traumatic deformities.