Evolution of spinal endoscopy. Where do we come from and where are we going?

Introduction

The discovery of Kambin's triangle in 1990 (Figure 1) offered the possibility of accessing the spine through the vertebral foramina safely and using endoscopy. This advance culminated in the transforaminal endoscopic technique, described in 1993 and developed in a rather inhomogeneous and less extended manner than open surgery assisted by translaminar endoscopy, and certainly much less than traditional open microdiscectomy.

reacae.30380.fs2209015en-figure1.png

Figure 1. Schematic lateral view of Kambin's triangle and its anatomical relations. There is enormous anatomical variability that makes a greater or lesser foraminoplasty necessary in order to access the canal through it. As can be seen in the image, the limits of the triangle are the emergent nerve root, the descending root along with the margin of the superior joint process, and finally the margin of the inferior endplate to its junction with the lower pedicle.

The development of percutaneous endoscopy has produced two fundamental systematic and differentiated approaches: transforaminal and interlaminar. However, endoscopy has moved far beyond these two approaches, which have become "tools" for more complex purposes ranging from all types of foraminal and canal decompressions to assistance in fusion procedures at any lumbar level, double or triple portals, or rescue of complications in previous surgeries (Figure 2).

reacae.30380.fs2209015en-figure2.png

Figure 2. The range of different endoscopic accesses or approaches in the lumbar segment. The accesses moreover allowing assistance to lumbar fusion are shown in dark red, black and green. The direct approaches to the facetal joint, which currently limit use in performing endoscopic rhizolysis, are shown in light blue.

Accesses via endoscopy offer many advantages, including little or no infection, scant damage to the intermediate tissues, and amplified direct visualization of the operating zone. Nevertheless, it has limitations in terms of the operating field, conditioned by the need for initial planning of the access. This highlights the importance of especially thorough preoperative planning.

The present article addresses the more basic aspects of spinal endoscopy, its approaches and techniques, and discusses the consolidated indications - those which have already been implemented in daily practice - and the projections they may have in the context of spinal surgery in the future.

Spinal endoscopy techniques

The background, a historical reminder, and a description of the different endoscopic approaches are commented below.

Transforaminal approach

Endoscopic spinal surgery has experienced an important evolution in recent decades, from the percutaneous spinal approaches developed in the 1970s with Kambin and the first percutaneous nucleotomy performed by Hijikata⁽¹⁾ to so-called microsurgery towards the end of that decade. In the 1980s, this in turn gave rise to what we now know as endoscopic spinal surgery, starting with the transforaminal access through Kambin's triangle.

reacae.30380.fs2209015en-figure3.png

Figure 3. Radiological view of ipsilateral single-portal transforaminal endoscopy. As can be seen, the access allows easy reaching of the midline.

Starting in the 1980s and 1990s, Knight et al. introduced endoscopic spinal foraminoplasty with laser for performing decompressions at this level, considering it to be the safest technique for dealing with disc disease. This is because it does not alter the anatomy of the posterior spine, as there is no need for opening of the canal, laminectomy or flevectomy (Figures 3-5). Another advantage is reduction of the risk of damaging the dural sac and nerve roots. All this is due to the use of a natural orifice (vertebral foramen). The technique is widely used from T10 to L4-L5, though for levels L5-S1 access requires the combination of different techniques such as foraminoplasty of the lateral facet⁽²⁾.

reacae.30380.fs2209015en-figure4.png

Figure 4. Radiological view of contralateral single-portal transforaminal endoscopy extending to the foramen, showing the capacity of endoscopy to treat contralateral disease in experienced hands.

It would not be possible to understand endoscopic spinal surgery without the contribution of Kambin and his self-denominated triangle, described at around 1990. This zone is considered to be safe due to the absence of vascular or nerve structures that could be damaged, though there is controversy regarding description of the dimensions and limits of the triangle.

reacae.30380.fs2209015en-figure5.png

Figure 5. View from the optics of transforaminal endoscopy. This characteristic image of transforaminal endoscopy shows the ascending facet of the lower vertebra (at top in the image), the intersomatic space and the disc, the descending root and, in this case, also a hernial fragment under the root that will be extracted.

Kambin's triangle is a free space initially described at the outlet (or most lateral zone) of the vertebral foramen, caudad to the emerging nerve root. The base of this right triangle is the proximal platform of the body of the lower vertebra; its height is the ascending joint process of the lower vertebra, and the hypotenuse is the nerve root corresponding to that level, which emerges through the vertebral foramen ⁽³⁾.

The superior joint process was initially excluded from its definition, though this in fact is the most relevant structure to be taken into account. On the other hand, the concept was also expanded to comprise the so-called "Kambin's prism", in reference to the three-dimensional appearance of the structure due to its depth and shape on progressing through it towards the spinal canal. This concept became very relevant later on⁽⁴⁾.

Initially, the structure was only considered to be relevant for extraforaminal disc hernias, with a stenotic foramen or canal becoming a poor prognostic factor and a contraindication for the technique. However, thanks to the great technological advances and the learning gained by surgeons, these contraindications are becoming obsolete, and all these scenarios are now considered to be open to endoscopic surgery⁽⁵⁾.

Likewise, the development of this access route has made it possible to work along the entire vertebral foramen, even within the canal, ventral to the dural sac, until reaching the exit point of the contralateral vertebral foramen.

Moreover, the transpedicular approach has been described as a progression of the above, involving the creation of a tunnel through the pedicle to access the lateral recess at this level - this being difficult to do when entering through the foramen.

Translaminar or interlaminar approach

In the late 1990s⁽⁶⁾ the first articles were published describing the translaminar approach to reduce the magnitude of bone resection. In contrast to the open technique, the endoscopic approach also reduces damage and removal of soft and muscle tissues⁽⁷⁾. In 1995, Foley and Smith developed a technique for endoscopic hernia removal which they combined with the Love process through the interlaminar space, representing the natural evolution of the percutaneous technique used in previous years (Figures 6-9). Once within the space, the interlaminar window is expanded (if necessary), with partial removal of the ligamentum flavum to reach the canal and visualize the dural sac and nerve root⁽⁸⁾.

reacae.30380.fs2209015en-figure6.png

Figure 6. Radiological view of contralateral single-portal interlaminar endoscopy. Access through the contralateral interlaminar window and progress over-the-top to the contralateral recess, allowing the contralateral vertebral foramen to be reached and explored.

Both approaches, transforaminal and interlaminar, have become perfectly complementary. Moreover, in contrast to classical spinal surgery, the percutaneous approaches, and specifically the endoscopic accesses, result in a smaller surgical wound (and therefore less damage to the intermediate planes), fewer infections, and a lesser risk of bleeding⁽⁹⁾. In addition, the above is carried out under direct and precise visualization of the structures to be treated⁽¹⁰⁾.

reacae.30380.fs2209015en-figure7.png

Figure 7. Radiological view of ipsilateral single-portal interlaminar endoscopy. The lateral view shows the trajectory of progression and the depth.

Although consensus on the part of the scientific community has not been reached, since utilization of the procedure has not yet been fully generalized, many authors already point to it as the new gold standard in discectomy for disc herniation^(11,12).

reacae.30380.fs2209015en-figure8.png

Figure 8. Radiological view of ipsilateral single-portal interlaminar endoscopy. In this technique the option of exploring the vertebral foramen (which in the open technique requires arthrectomy) was initially discarded; with the development of the procedure, exploring the foramen has also become technically possible.

At present, this is the most widely adopted approach, since it is the least invasive option, with lesser technical difficulty, and is more familiar to surgeons who previous employed open surgery. In addition, it can be performed with the patient in either prone or lateral decubitus⁽¹³⁾.

reacae.30380.fs2209015en-figure9.png

Figure 9. View from the optics of interlaminar endoscopy. Ligamentum flavum opening phase. The image shows the ligamentum flavum with a loop through which the dural sac can be identified.

This approach evolved rapidly, with an increase in the number of indications: disc hernias from L2-S1 (with or without displacement) to canal stenoses (whether central, lateral recess or foraminal) - with outcomes very similar to those of microsurgery but with fewer complications⁽²⁾.

reacae.30380.fs2209015en-figure10.png

Figure 10. The different endoscopic approach options in the cervical spine. As can be seen, both are described, anterior and posterior. a: endoscopic anterior cervical approach; b: endoscopic posterior cervical approach, single-portal ipsilateral / foraminal; c: endoscopic posterior cervical approach, single-portal bilateral; 1: endoscopic anterior cervical approach; 2: single- or two-portal unilateral; 3: single- or two-portal bilateral.

Some initial studies have already been published on the use of this approach in thoracic and even cervical spine surgeries, which appear to be the next step in the evolution of endoscopy (Figures 10 and 11).

reacae.30380.fs2209015en-figure11.png

Figure 11. Endoscopic cervical decompression via the posterior approach. In the anatomical model, endoscopic access to the vertebral foramen is clearly seen, creating a tunnel that eliminates the posterior wall of the foramen, and allowing exploration of the emergence of the root and access to the disc.

Two-portal approaches

Both through the vertebral foramen and through the interlaminar window, it is possible to work with two portals if needed, in order to achieve the surgical objectives. Some groups, particularly in South Korea, postulate such two-portal accesses as a routine operating procedure^(14,15).

Results

Comparison of the two techniques

Both approaches make use of similar surgical material, including the two-portal techniques. Likewise, both approaches afford similar results in terms of recovery time in bed, hospital stay, clinical outcomes and reoperation rates. However, there are also some differences, as indicated in Table 1.

reacae.30380.fs2209015en-table1.png

Table 1. Comparative table of the advantages, inconveniences and particularities of the two main endoscopic approaches or accesses: transforaminal and interlaminar.

Jitpakdee et al. conducted  a systematic review and meta-analysis comparing both techniques, with 1006 patients in the translaminar group and 942 patients in the interlaminar group. Similar results were obtained in terms of the Oswestry Disability Index (ODI) and visual analogue scale (VAS) (the scores being similar but better with the translaminar approach), patient satisfaction, hospital stay and complications. However, both surgery and scoping time were longer in the translaminar group, particularly at levels L5-S1⁽¹³⁾.

Both approaches are very much conditioned by the learning curve, which classically has been regarded as very long. However, there are now some articles that comment on the possibility of shortening the curve when tutoring is performed by experts in endoscopic surgery. Some studies speak of the need for only 15 lumbar decompression cases in order to secure clinical outcomes similar to those of open surgery. In the study of Ramson, the variations in VAS scores proved statistically significant in both groups, though without significant differences between them (open laminectomy and endoscopic decompression). In turn, Gollogly reported a decrease in postoperative narcotics use after an initial learning curve of 15 patients⁽¹⁶⁾. Likewise, there has been extensive discussion about the comparative technical difficulty of the two endoscopic approaches. Mayo et al., in a cohort of consecutive patients subjected to cervical anterior discectomy and fusion, found that 50% of the learning curve took place in cases 17 and 31, respectively, while 90% of the potential improvement was observed in cases 56 and 57, respectively - with a decrease in surgery time and blood loss, and higher arthrodesis rates⁽¹⁷⁾.

Discussion and conclusions: the future of spinal endoscopy

Endoscopic spinal surgery has grown considerably in recent years, after a relatively slow start. At present it is fully developed, with an increase in the number of indications, and characterized by technological advances and a growing number of surgeons who have completed its long learning curve.

Among the aspects experiencing the greatest developments, mention must be made of cervical decompression and discectomy, transforaminal⁽¹⁸⁾, transfacet, interlaminar or lateral intersomatic fusion, the possibility of obtaining disc biopsies, the removal of synovial cysts or certain tumors, or pure lateral endoscopic approaches that serve as a complement to the treatment of certain deformities.

The two-portal approach in spinal endoscopy is not only commonly used among surgeons who are already experienced with the technique but has also been described in many publications, particularly in countries such as South Korea. In this regard, the publication from the Hospital of Busan has made an extensive contribution^(19,20) (Figure 12). Some studies have even reported greater clinical success with the two-portal technique than with the conventional microendoscopic approach⁽²¹⁾. Success has also been recorded in tumor resection surgery, where the literature already describes the single-case removal of an extradural tumor using two portals, with complete tumor removal and no growth after one year of follow-up⁽²²⁾. Likewise, dura mater repair in ruptures occurring during endoscopy itself has been reported, though there is still considerable debate as to what type of treatment is needed⁽²³⁾.

reacae.30380.fs2209015en-figure12.png

Figure 12. Ipsilateral two-portal interlaminar-transforaminal endoscopy. Radiological view of both cannulas located in the vertebral foramen to allow double instrument access.

Other less widely incorporated advances would be the treatment of areas of pain without mechanical problems amenable to more invasive treatment. This is thanks to the magnified vision afforded by endoscopy and the possibility of directly treating very small zones, as may occur in periradicular fibrosis⁽²⁴⁾.

A common feature of both approaches is the crucial need for prior surgical planning, though this may be more necessary with the transforaminal access or multiple accesses.

The prior imaging study allows us to select the correct site and entry angles, but is particularly useful for anticipating the anatomical incidents that may occur and which pose added difficulties during surgery.

Such planning, together with intraoperative tact of the endoscopy material, intraoperative fluoroscopy control, and the optics images, constitute the four cornerstones of the technique.

With regard to the learning curve, it must be noted that comparisons are made not only of the techniques or approaches, or between the endoscopic and the open techniques. Indeed, as these are endoscopic procedures, a clear distinction must be made regarding the type and difficulty of each technique in each case - a consideration not applicable to the same degree in open surgery. In order to assess these differences, both between the different results of the techniques and for assessing their learning curves, we consider that much more specific comparative studies are needed in reference to the type and location of the herniations, or the type and location of the stenoses.