1. Introduction
In the surgical treatment of bone fractures, it is often necessary to predrill a pilot hole using a bone drill before inserting a bone screw for implanting. This facilitates the subsequent insertion along the pilot hole. However, the friction between the drill bit and the bone generates significant heat during bone drilling, resulting in thermal damage. The generated heat may lead to thermal damage to the bone tissues, known as bone necrosis or impairment of the bone-forming potential. It has been shown that temperatures over 50 °C are associated with irreversible changes in bone structure and physical properties [
1,
2]. Then, the necrotic bone is resorbed through osteoclast activity, posing potential risks to the stability of bone screws and pins and ultimately leading to the failure of the fracture repair or implant fixation [
3,
4,
5,
6,
7,
8,
9]. Consequently, some studies have focused on the rise in temperature during bone drilling and the associated necrosis phenomenon. While no clear consensus exists on the threshold or duration, the temperature in the cortical bone above 50 °C has been reported to decrease regenerative capacity and temperatures above 56 °C result in bone necrosis [
3,
4,
6]. Research has demonstrated that an increase in temperature above 47 °C for one minute resulted in intense bone necrosis [
3,
10,
11]. Ardan et al. [
12] found that temperatures ranging from 43 to 68 °C in cortical bone delayed bone recovery. Moritz and Henriques [
13,
14] showed that bone tissue immediately became necrotic when the temperature surpassed 70 °C, with severity comparable to that of 55 °C for 30 seconds. However, the majority of researchers believe that elevating the temperature above 47 °C may lead to thermal necrosis in human bone [
3,
11,
15]. Consequently, the critical temperature associated with a high risk of osteonecrosis is commonly regarded as 47 °C in most current studies.
Many surgical drill designs focus on enhancing cutting performance and increasingly consider reducing the heat generated during operation to mitigate complications from the rise in temperature effect during bone drilling. Clinically, factors influencing temperature increase during bone drilling can be categorized into two main types: design parameters of the drill bit and usage parameters during the drilling procedure. Design parameters of the drill include the type of bone drill, diameter, point angle, helix angle, cutting edge, and the thinning between the cutting edge and chisel edge [
16,
17,
18,
19,
20,
21,
22,
23,
24]. Davidson and James [
16] explored the impact of bone drill geometric dimensions and bone thermal conductivity on bone temperature increases. Their results indicated that larger drill diameters or higher rotation speeds led to higher temperature rises, while larger helix angles or feed rates reduced temperature increases. Additionally, the results suggested that bone thermal conductivity has a greater impact on temperature rise, while the point angle has less noticeable effects. The other type is surgical parameters, including drilling speed, applied feed force, feed rate, bone quality, and cooling techniques. Some studies have investigated the effects of rotational speed, feed rate, and feed force on bone temperature [
25,
26,
27,
28,
29,
30,
31,
32,
33,
34]. However, consensus on the effects of drill diameter, drill speed, feed rate, feed force, and cooling technique on bone temperature remains to be determined and requires further investigation and confirmation.
Parametric studies can be efficiently conducted using finite element methods (FEMs), which not only reduce experimental costs but also enable the adjustment of various parametric conditions to identify optimal drilling parameters. By employing different analytical models, materials, and drill geometries, the prediction of expected outcomes becomes facilitated. Furthermore, simulation analysis allows for the exploration of parameters that are challenging to determine experimentally, such as bone friction, residual stresses, and thermal distribution. Given the substantial biological variability of animal and human bones, it is challenging to explore each parameter experimentally. Thus, adopting an experimentally validated FE model may effectively determine the optimal drilling parameters [
35,
36,
37,
38,
39,
40,
41]. During the bone drilling process, the heat source is mainly concentrated at the tip of the bone drill, with the heat source changed as the drilling depth. Consequently, our study employed a three-dimensional dynamic elastoplastic finite element (FE) model to examine the thermal impact on bone. This approach enables us to investigate the thermal effect of the bone during the drilling process and assess the thermally affected zone (TAZ) associated with bone heat. The TAZ means that this zone is at high risk of thermal osteonecrosis. To be conservative, in this study, the TAZ was identified as the region where the bone temperature exceeds 45 °C. Furthermore, we implemented a two-stage drilling approach, where a smaller hole was pre-drilled before the desired hole was drilled. This study explored the potential advantages of using this two-stage drilling approach in reducing bone temperature during drilling.
3. Bone Drilling Experiment
An in vitro bone drilling test was conducted under controlled laboratory conditions to validate the analytical results of the FE model. An experimental platform consisting of a personal computer (PC), electronic data acquisition system (FLUKE 2860A, USA), thermocouple (K-type, Ni-Cr/Ni-Al, MTI Corp.), torque Sensor (Jihsense, TR2, Taiwan), load cell (AL20, Japan), DC motor controller (9B060S-2N, TROY, Taiwan), fixture (jig), linear guide (slide) and pully system was designed to carry out the bone drilling test. A weight was used to provide a constant feed force through the guide and pulley system. During bone drilling, the experimental signals were transmitted and stored in the data acquisition system. The experimental platform for bone drilling is depicted in
Figure 2.
A fresh porcine femur with a cortex thickness of over 5 mm was selected for the experiment. Porcine bone was chosen because its material properties closely resemble those of human bone [
43,
44]. The cortical bone was cut into a 20 mm × 20 mm specimen and clamped onto the fixture, which was then installed on the experimental platform. Four thermocouples were embedded around the drill hole at a 90° angle and positioned 0.5 mm from the hole's edge, with depths of 2 mm and 4 mm from the bone surface, to measure temperature during bone drilling. Thermal paste (silicon) was used to fill the thermocouple holes, minimizing heat loss from air gaps. During the bone drilling test, temperature signals from the thermocouples were transmitted to the computer via the temperature data acquisition card (NI 9216) and stored for analysis. Feed forces of 10, 20, 40, and 60 N were applied using the weight and pulley system, and drilling was performed to a depth of 5 mm. Bone temperatures corresponding to rotational speeds of 800 and 1,200 rpm were recorded and compared with FEM results.
5. Discussion
In this study, we employed the dynamic elastoplastic FE model to analyse the impact of variations in drilling speed, feed rate, and feed force on the maximum bone temperature generated at the drilling site during bone drilling. Our goal was to evaluate the potential risk of these parameters in inducing bone necrosis. The rationale for utilising the simulation analysis is that it enables the effects of each parameter and their interactions on the heat generated during the bone drilling process to be differentiated within the same study. Unlike some experimental studies employing thermocouples to measure bone temperature, often placed near the drilled hole's edge, such methods only provide temperature readings near the drill hole rather than the actual bone temperature at the drilling site. In contrast, finite element analysis (FEA) allows for the temperature to be calculated at any location alongside the assessment of the gradient and range of the temperature distribution within the bone. This capability facilitates evaluating the high-risk range for thermal necrosis due to temperature elevation.
While some minor discrepancies exist between our model and the experimental results, the difference could be due to material properties and environmental differences. The moisture or blood cooling in the human bone could prevent the heat from being generated during bone drilling. Our analytical findings from the model demonstrate comparable accuracy to Natali's experimental data in predicting temperature increases during bone drilling. Both sets of results were obtained under in vitro conditions, devoid of blood flow; thus, potential variations may arise when applied to clinical scenarios. Heat transferred to living tissue can lead to thermal damage and cell apoptosis. Studies indicate that heating bone above 50 °C can result in irreversible changes to its physical properties. Thermal bone necrosis and delayed healing have been observed in canine bone [
1,
2,
3,
4]. While our study identified the TAZ conservatively as bone temperatures exceeding 45 °C, we believe efforts should be made to minimise thermal injury to a level considered safe for local osteoblasts.
Matthews et al. [
6] conducted experiments using human cortical bone, where they observed the highest temperature at 0.5 mm from the hole edge during drilling. They applied feeding forces of 2, 6, and 12 kg and rotation speeds of 345, 885, and 2900 rpm. Their results showed that both feed force and rotation speed affected the increase in bone temperature, with higher feed forces and rotation speeds effectively reducing the temperature rise. Inan et al. [
45] investigated the temperature increase during bovine bone drilling, examining the effects of different rotation speeds (600, 900, 1200, and 1800 rpm). The results showed that higher rotation speeds resulted in a smaller necrotic impact zone. At a rotation speed of 1200 rpm, the highest temperature reached 48.4 °C, while at a lower rotation speed of 600 rpm, the temperature rose to as high as 152 °C. Mustafa et al. [
46] conducted experiments using bovine cortical bone with a diameter of 0.27 mm. They explored the effects of different forces (2, 3.8, 4.8, and 6.2 N) and high rotation speeds (20000–100000 rpm) on the rise in temperature in bovine bone. Their results also indicated that increasing force or rotation speed shortens the friction time, reducing heat generation.
Bachus et al. [
42] examined the impact of various forces, specifically 53, 83, 93, and 130 N, on temperature rise at a constant rotational speed of 820 rpm, with temperature measurements taken 0.5 mm from the drill hole. Their findings indicate that as drilling forces escalate from 57 to 130 N, both the maximum temperatures and their duration above 50°C can be effectively reduced. This reduction potentially lowers the occurrence of thermal necrosis in the surrounding cortical bone. Our results imply that increasing the feed force promotes the effectiveness of bone cutting and reduces the drilling time, effectively reducing the rise in bone temperature caused by drilling. In this study, the parameters were set using clinical applications, and the results of our analyses show a similar trend in the effect of this parameter on temperature observed in the current literature.
When comparing the results in
Figure 6(a) and
Figure 6(b), it can be found that the TAZ range, when drilling with a smaller drilling diameter, is smaller than that of using a larger drilling diameter. This has been confirmed by our previous study [
39,
40]. This is because drilling larger diameter holes facilitates an increased path for heat flow into the bone, leading to a more pronounced rise in bone temperature. Furthermore, both figures demonstrate a consistent trend: When drilling at higher speeds, the TAZ area is notably reduced compared to lower speeds. This phenomenon is attributed to the heightened cutting efficiency associated with increased rotational speeds, facilitating quicker completion of the drilling process and, consequently, reducing the duration of the heat transfer during drilling, thereby mitigating heat generation. The main source of heat during drilling is the frictional heat generated by the cutting between the drill tip and the bone. Increasing both the spinal speed and the feed force allows the drill to cut more efficiently than at slower speeds, thus generating less frictional heat.
While numerous technical studies have explored methods to mitigate the heat effects on bone, such as utilising coolant irrigation, optimising drill bit geometry [
9], enhancing wear resistance [
47], implementing step-power drilling [
48], etc., there is no conclusive evidence to indicate that irrigation cooling is universally adopted as a standard practice, despite strong recommendations from major implant manufacturers. However, clinically, irrigation cooling is standard practice and is strongly advocated for by leading implant manufacturers [
49,
50,
51,
52].
Although coolant irrigation applied to the bone surface can effectively lower surface temperatures, insufficient evidence confirms its penetration into the borehole for temperature reduction. Most of the current literature focused on the temperature field in single-pass drilling and the maximum temperature adjacent to the drill tip. This study conducted a two-stage process to reduce the temperature during bone drilling. Firstly, a predrilled hole with a smaller diameter was drilled, and then the designed bone drilling was performed following the direction of the predrilled hole. This two-stage drilling process could significantly reduce the cutting area between the drill tip and the bone after the predrilling stage, thereby substantially minimising frictional heat during the subsequent drilling stage. While this two-stage drilling process may add complexity compared to a single-stage one, our study shows that it may be considered an effective method for mitigating bone temperature elevation during drilling; however, more experimental and clinical studies are needed to validate the approach.
Although the experiments have validated the current FE model, this study has several limitations. Firstly, the FE model does not replicate an exact clinical situation, given that surgery is manually operated and bone properties vary widely. Blood and tissue humidity were not considered in the model. Secondly, the current FE model did not consider the irrigation and/or cooling systems. Thirdly, it is difficult to find appropriate surgical parameters or material properties for the model because of the inherent variability in human tissues. Fourthly, the dose of thermal bone necrosis identified is based on the limited data in the literature, meaning the estimated thermal damage remains unjustified; more clinical or experimental data are needed to confirm the thermal damage dose. Lastly, in the two-stage drilling process, the model did not account for the heat generated during the first stage, which could potentially couple with the second stage. This coupling may result in an increase in drilling temperature during the second stage.